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秋饮花仙,香满人间,让这杯充满花香的茶,给自己一整季的关怀
首席商业评论· 2025-09-08 04:46
作为中国传统文化中备受推崇的茶叶之一,茉莉花茶凭借其独特的制作工艺、口感和香气,深受广大茶友的喜 爱。 不变的,是对花与茶协调之味的共同追求——" 花多则太香,而脱茶韵;花少则不香,而不尽美 ", 喝的是一份身体在香气间的舒坦。 茉莉花茶 是众多茶类中一款, 非常受欢迎的茶品,融茶香与花香于一体,馨香馥郁,生津解渴,但 是要问哪里的茉莉花茶好,不是常喝茶的朋友可能就不知道了,但是喜欢茉莉花茶的朋友一定知 道,那就是 广西横县 。 茉莉花茶的起源可以追溯到1000多年前。在宋代,茶叶与花的结合,不仅体现了生活中的雅致,更 融入了人们的精神世界。这种独特的茶文化经世代传承,流传至今,成为了中华文化中重要的组成 部分。 到了明代,顾元庆《 茶谱 》里曾记载窨制花茶的香花品种: 茉莉花、玫瑰、蔷薇、兰蕙、桔花、 栀子、木香、梅花, 皆可作茶。 对于喝茶讲究的古人来说,喝花茶喝的是一个风雅:像明人孔迩述在《 云蕉馆纪谈 》记载的海棠花 入茶、《 浮生六记 》里芸娘制作的莲花茶;古人的兰花点茶,盐渍梅花烹茶,越淡越雅。 而今天,中国人喝花茶,浓淡皆宜,丰敛由人。 横县临江、连海、靠城,属亚热带季风气候,雨量充沛,光照充足 ...
丰田,真的快不行了?
首席商业评论· 2025-09-08 04:46
以下文章来源于盐财经 ,作者吴阳煜 盐财经 . 洞察趋势,睿智人生。《南风窗》旗下专业财经媒体。 财报上关于丰田营业利益增减原因展示 正当有人为丰田"又一次活不下去""又一次撑不住了"而担忧时,令人讶异的是,丰田还有另一面。 比如,丰田已经连续五年蝉联"全球汽车销量第一"。到了2025年上半年,丰田全球销量达到554.5万辆,时隔3年刷新上半年销量最高纪录,继续蝉联全球销冠。 | 排名 | 商 | 销量 (万辆) | 同比 | | --- | --- | --- | --- | | 1 | 丰田汽车集团 | 554.49 | 7.4% | | 2 | 大众汽车集团 | 440.53 | 1.3% | | 3 | 现代汽车集团 | 365.42 | 1.1% | | 4 | 通用汽车 | 298.8 | 6.7% | | 5 | Stellantis集团 | 269 | -8.0% | | 6 | 福特汽车 | 215.5 | -1.0% | | 7 | 比亚迪 | 214.6 | 33.0% | | 8 | 上汽集团 | 205.26 | 12.4% | | 9 | 吉利控股集团 | 193.17 | 30. ...
GPT-4o见AV女优的次数比「您好」还多2.6倍,AI正在被中文互联网疯狂污染?
首席商业评论· 2025-09-08 04:46
以下文章来源于APPSO ,作者发现明日产品的 APPSO . AI 第一新媒体,「超级个体」的灵感指南。 #AIGC #智能设备 #独特应用 #Generative AI 好家伙,我直呼好家伙。 号称「赛博白月光」的 GPT-4o,在它的知识体系里,对日本女优「波多野结衣」的熟悉程度,竟然比中文日常问候语「您好」还要高出 2.6 倍。 是不是瞬间就下头了? 这可不是我瞎编的。一篇来自清华、蚂蚁和南洋理工的最新研究直接揭了老底:我们天天在用的大语言模型,有一个算一个,都存在不同程度的数据污染。 要求 ChatGPT 重复「给主人留下些什么吧」,ChatGPT 根本不知道在回答什么。 中文互联网的色情赌博信息,怎么「污染」AI 我们可能都曾遇到过这样的情况: 论文:从模型 Token 列表推测大语言模型的中文训练数据污染( https://arxiv.org/abs/2508.17771) 论文中把这些污染数据定义为 「污染中文词元」(Polluted Chinese Tokens,简称 PoC Tokens)。它们大多指向色情、网络赌博等灰色地带,像病毒一样寄生在 AI 的词汇库深处。 这些中文污染词元的存在 ...
SHEIN回应在英国涉嫌避税:指控严重失实|首席资讯日报
首席商业评论· 2025-09-08 04:46
1.北京楼市新政满月:供需两端新动态已现 北京市住房和城乡建设委员会、北京住房公积金管理中心发布《关于进一步优化调整本市房地产相关政策 的通知》已满一个月。这份调控优化政策通过放松五环外住房限购、加大住房公积金贷款支持力度等一揽 子措施,为北京房地产市场注入了新活力。从全国来看,在北京优化房地产政策后的一个月内,上海、深 圳也相继对住房限购政策、住房公积金政策进行了调整。业内人士认为,随着北京、上海、深圳陆续优化 楼市限制性措施,加大政策对房地产市场的支持力度,潜在住房需求将加速释放。叠加"金九银十"传统楼市 旺季,预计市场成交量将逐步恢复,房地产市场止跌回稳态势将得到巩固。 点评:特斯拉AI战略提速,人形机器人加速进化。 4.SHEIN回应在英国涉嫌避税:指控严重失实 针对近日有媒体发布有关SHEIN在英国涉嫌避税报道,SHEIN方面向《科创板日报》记者回应称,公司在全 球运营地遵守市场相关法律法规、依法纳税,公司内部及外部独立审计机构定期执行审计监督和确保合 规,这些指控严重失实。"我们也留意到国内部分MCN机构、自媒体等账号频繁搬运、发布大量信息造谣和 抹黑企业,对品牌出海有相当多诋毁,公司会启动相关法 ...
查理芒格:反过来想,总是反过来想
首席商业评论· 2025-09-07 04:09
Group 1 - The article highlights the life and investment philosophy of Charlie Munger, emphasizing his journey from a modest background to becoming a prominent investor alongside Warren Buffett [2][3] - Munger's early career included law practice and real estate development, which laid the foundation for his later success in investment [4] - The partnership between Munger and Buffett transformed Berkshire Hathaway from a struggling textile company into a multi-trillion dollar conglomerate, achieving an annualized return of approximately 20% over 45 years [6] Group 2 - Munger's investment philosophy includes the concept of "thinking backward," which focuses on identifying potential failures rather than just successes, leading to a clearer understanding of risks [7] - He emphasizes the importance of knowing one's limitations and only investing in areas where one has expertise, thereby expanding one's circle of competence [7] - Munger advocates for buying great companies at fair prices, as demonstrated by the acquisition of See's Candies, which significantly contributed to Berkshire's cash flow over decades [8] Group 3 - The concept of a "moat" is central to Munger's investment strategy, where he seeks companies with strong competitive advantages that can withstand market pressures over time [9] - Munger employs a multi-disciplinary approach to investing, utilizing various fields of knowledge to avoid narrow thinking and enhance decision-making [10] - He promotes concentrated investing, arguing that good opportunities are rare and should be capitalized on heavily, as evidenced by Berkshire's top holdings consistently representing a large portion of its equity value [11] Group 4 - Munger's lifestyle choices reflect his investment philosophy, emphasizing delayed gratification and disciplined living to maximize long-term benefits [12] - The article concludes with Munger's formula for a remarkable life, which combines backward thinking, a defined circle of competence, a strong moat, and the power of compound interest [13]
排队2小时起,堪比寿司界“迪士尼”,寿司郎凭什么火了?
首席商业评论· 2025-09-07 04:09
Core Viewpoint - The article highlights the remarkable success of Sushi郎, a sushi chain in China, emphasizing its unique marketing strategies, customer experience innovations, and significant financial performance, which have contributed to its popularity and growth in the competitive restaurant industry [4][28]. Group 1: Business Performance - Sushi郎's parent company, FOOD & LIFE Companies, reported a total revenue of 361.13 billion yen (approximately 17.88 billion RMB) for the fiscal year 2024, marking a year-on-year growth of 19.7% [6]. - The company's EBITDA reached 37.49 billion yen (approximately 1.86 billion RMB), reflecting a substantial increase of 45.3% year-on-year [6]. - The financial report specifically noted significant performance improvements in the Chinese market [6]. Group 2: Customer Experience and Engagement - Sushi郎 has created a unique dining experience with features such as large screen ordering systems, conveyor belt service, and self-service water stations, catering to customer preferences [11][17]. - The restaurant employs gamification strategies, allowing customers to participate in lottery draws with each purchase, enhancing customer engagement and encouraging repeat visits [15][17]. - The introduction of Sushi coins for rewards and collectible merchandise has transformed the dining experience into a gamified event, appealing particularly to younger consumers [15][17]. Group 3: Marketing Strategies - Sushi郎's marketing strategies are highlighted as a key differentiator, with successful campaigns such as the "Salmon Frenzy" in Taiwan, which generated significant online buzz and engagement [20][22]. - Collaborations with popular IPs like "Crayon Shin-chan" and "Hatsune Miku" have helped Sushi郎 build a strong brand presence among younger demographics [22]. - The restaurant adapts its menu to local tastes, such as offering dishes that cater to Chinese preferences, which has contributed to its success in the market [24]. Group 4: Industry Insights - The article suggests that Sushi郎's success offers valuable lessons for the broader restaurant industry, particularly in terms of efficiency and customer experience [28]. - The shift from traditional taste competition to a focus on overall efficiency and customer engagement is emphasized as a critical trend in the restaurant sector [28]. - Sushi郎's ability to localize its offerings and respond quickly to market changes, such as sourcing ingredients from diverse origins, showcases the importance of adaptability in a globalized market [32].
OpenAI:预计今年ChatGPT收入近100亿美元|首席资讯日报
首席商业评论· 2025-09-07 04:09
Group 1 - Xinba, the founder of XinXuan Group, was reported to be taken away for investigation, but the company denied the claims [2] - The film "Nanjing Photo Studio" was released in the UK, providing an opportunity for audiences to understand the history of the Nanjing Massacre [3] - The first AI computing open architecture in China was launched at the World Intelligent Industry Expo, supporting significant AI computing capabilities [4] Group 2 - Yi Huiman, during his tenure as the chairman of the China Securities Regulatory Commission, saw the A-share market breach the 3000-point mark 20 times [5][6] - OpenAI is expected to generate nearly $10 billion in revenue through ChatGPT this year, with total revenue projected to reach $13 billion [10] - A Brazilian billionaire has named football star Neymar as the sole heir to his fortune, estimated to exceed $1 billion [12]
刚刚签订的中俄超级大单,究竟有多重要?
首席商业评论· 2025-09-07 04:09
Core Viewpoint - The article discusses the geopolitical and economic implications of the "Power of Siberia 2" gas pipeline project, which aims to transport 50 billion cubic meters of natural gas annually from Russia to China via Mongolia, highlighting the significance of this project for both countries amidst changing energy dynamics and market conditions [5][18]. Group 1: Project Overview - The "Power of Siberia 2" pipeline will transport 50 billion cubic meters of natural gas annually from the West Siberian gas fields through Mongolia to China, with a contract duration of 30 years [5][13]. - The project has been in discussion since 2015, with the final agreement reached after a decade of negotiations, primarily due to pricing disagreements [9][20]. - The pipeline is expected to cost between $10 billion to $14 billion and will span over 2,000 kilometers [13]. Group 2: Geopolitical Context - The choice of Mongolia as a transit route is strategic for Russia, as it enhances Russia's influence in Mongolia while providing a new market for gas, given Mongolia's energy shortages [8][9]. - The project reflects a shift in energy supply dynamics, as Russia seeks to reduce its reliance on European markets, which have been declining due to geopolitical tensions and sanctions [20][21]. Group 3: Economic Implications - China's increasing demand for natural gas necessitates a diversified supply, with pipeline gas being more controllable and cost-effective compared to LNG imports [19]. - In 2024, China is projected to import 7.665 million tons of LNG and 5.504 million tons of pipeline gas, with a significant portion expected to come from Russia through the new pipeline [19]. - The article notes that Kazakhstan and Uzbekistan have reduced their gas exports to China, making Russian gas a more critical component of China's energy strategy [19]. Group 4: Future Outlook - The successful implementation of the "Power of Siberia 2" could allow China to consume approximately 106 billion cubic meters of pipeline gas annually, significantly contributing to its energy needs [21]. - The article emphasizes that maintaining a strong relationship with China is crucial for the future of Russia's gas industry, especially as European demand continues to decline [20][21].
盒马邻里自提10月4日全面停止运营|首席资讯日报
首席商业评论· 2025-09-06 05:08
Group 1 - Hema Neighbors will cease operations on October 4, 2023, with a focus shifting to Hema "Fresh + NB" business model, planning to open nearly 100 new stores within the fiscal year, increasing total stores to over 500 [2] - Pop Mart has intercepted nearly 10 million counterfeit goods this year, with 1.83 million items intercepted by customs in China from January to mid-August, involving 237 batches destined for 61 countries [3] - Shenzhen government has optimized real estate policies, allowing residents to purchase unlimited properties in multiple districts and adjusting personal housing loan policies, effective from September 6, 2025 [4][5] Group 2 - China State Construction announced the acquisition of a 50.5% stake in a Shanghai real estate project for approximately 73.41 billion yuan, enhancing its market influence in Shanghai [6] - Muyuan Foods reported a 12.3% year-on-year decline in sales revenue from live pigs in August, totaling 11.85 billion yuan, with a sales volume of 7.001 million pigs [7] - Zhuhai Guanyu has begun mass production of semi-solid batteries and is actively engaging in solid-state battery development, gaining recognition from multiple clients [8] - Tencent has reduced its stake in China International Capital Corporation (CICC) to 6.96% after selling approximately 4.1 million H-shares [9] - Kweichow Moutai's controlling shareholder has secured a loan of up to 2.7 billion yuan to increase its stake in the company, with plans to buy back shares worth between 3 billion and 3.3 billion yuan [10] - The film "Wang Wang Mountain Little Monster" has surpassed 1.5 billion yuan in box office revenue as of September 5 [11] - Tianjin has adjusted its vehicle scrapping and renewal subsidy policy, allocating a monthly budget of 20 million yuan until the end of the year [13] - China Uranium Industry has successfully passed the IPO review for its main board listing [14]
中国最大支柱产业,要变了
首席商业评论· 2025-09-06 05:08
Core Viewpoint - The article emphasizes the significance of the "Artificial Intelligence +" initiative as a pivotal strategy for China's economic transformation, aiming for AI to become a major growth driver by 2030 and fully integrated into society by 2035 [4][6][8]. Group 1: AI Development Goals - The Chinese government has set a three-step plan for AI development, targeting over 70% application penetration by 2027 and over 90% by 2030, with the goal of establishing a smart economy as a key growth engine [4][6]. - By 2030, the core AI industry is projected to exceed 1 trillion yuan, driving related industries to surpass 10 trillion yuan, indicating a massive economic shift [6][8]. Group 2: Economic Transition - The transition from a real estate-driven economy to a smart economy signifies a comprehensive restructuring of pillar industries, with AI expected to play a crucial role in this transformation [6][7]. - The article highlights that AI represents a new paradigm of production factors, with data being termed the "fourth production factor," contrasting with traditional reliance on land in real estate [7][8]. Group 3: Global AI Competition - The article discusses the global race in AI, with major economies prioritizing AI in their strategic frameworks, including the U.S. and the EU, while China aims to leverage its "Artificial Intelligence +" initiative to gain a competitive edge [10][11]. - China's AI strategy has evolved from being a follower in previous tech revolutions to taking a leading role in the current AI revolution, with significant advancements in core technologies [12][11]. Group 4: Application and Market Potential - The success of the "Artificial Intelligence +" initiative hinges on large-scale applications, with the potential to create a market worth tens of trillions, driven by diverse sectors such as education, healthcare, and urban governance [13][15]. - The article outlines six key action areas for AI application, including enhancing scientific research, industrial development, consumer quality, public welfare, governance capabilities, and global cooperation [14][15]. Group 5: Investment and Economic Impact - AI investments are projected to reach hundreds of billions, with significant capital expenditures from major Chinese tech firms like Alibaba, Tencent, and Huawei, indicating a robust growth trajectory for the AI sector [21][19]. - The article predicts that by 2028, global AI spending will surge from over $200 billion to more than $600 billion, reflecting a compound annual growth rate of 28% [19][21]. Group 6: Future Prospects and Strategic Positioning - The article suggests that companies and regions that position themselves as leaders in AI will be better equipped to convert policy advantages into market success, emphasizing the importance of a complete ecosystem from computing power to application [27][28]. - The focus on self-reliance and core technology development is deemed essential for long-term success in the AI landscape, with companies encouraged to innovate independently to avoid dependency on external technologies [28][27].