智通财经4月14日电，值得买在互动平台表示，公司旗下消费内容社区"什么值得买"中已有"出口转内 销"的相关内容和产品推荐。公司也正在准备建立"出口转内销"专题页，以及增加流量扶持，来促进相 关产品的销售。 值得买：计划建立"出口转内销"专题页 增加流量扶持 ...

Core Viewpoint - The rise of open-source AI models in China, initiated by DeepSeek, is significantly impacting the AI industry, fostering innovation and collaboration among companies [2][3] Group 1: Open Source Impact on AI Industry - Open-source models are believed to gather global talent and enhance the richness and flexibility of the AI ecosystem, allowing companies to develop applications tailored to industry needs [3][4] - The shift from a capital-intensive model to a collaborative platform is facilitated by open-source, enabling companies to build upon existing models rather than starting from scratch [4] - Open-source models, such as those from DeepSeek, provide substantial cost advantages, being significantly cheaper than many advanced closed-source models while maintaining comparable capabilities [5] Group 2: AI Efficiency and Application - AI is enhancing efficiency across the entire value chain, with approximately 20% of the code generated by AI, leading to improved productivity in research and development [6] - AI's ability to assess product appeal has shown a 20% higher accuracy in predicting "hit products" compared to experienced editors, improving recommendation efficiency [6] - The use of AI to summarize and organize content has increased user engagement, indicating a preference for AI-curated information [6] Group 3: Company Strategy and Future Plans - The company views AI as a pervasive technology that enhances understanding of consumer information, aiming to improve decision-making efficiency for consumers and help producers identify product pain points [7] - The launch of the AI shopping assistant "Xiao Zhi" aims to serve as a consumer guide, enhancing the quality and efficiency of purchasing decisions [7] - The company is collaborating with various partners to build a new AI ecosystem, emphasizing the importance of each company's unique position within this ecosystem [8]

Investment Rating - The investment rating for the media industry is "Positive (Maintain)" [1] Core Insights - The report highlights the continuous advancement of domestic large models in AI, with applications in AI proofreading and gaming deepening, suggesting ongoing investment in AI [4][5] - The report emphasizes the favorable government policies aimed at boosting consumption, particularly in IP and experiential new consumption, indicating a sustained high level of activity in these sectors [5] Industry Overview - The media sector has shown a significant performance trend, with the A-share media sector underperforming compared to major indices like the Shanghai Composite Index and the CSI 300 [8] - The report notes that "Peace Elite" has maintained the top position in both the iOS free and revenue charts in mainland China [11][12] AI Developments - The report discusses the launch of SenseNova V6 by SenseTime, a large model with 600 billion parameters, surpassing competitors in various tasks [4] - AI proofreading technology has gained traction, with successful bids for projects, indicating a growing market for AI applications [30] Consumption Policies - Recent government initiatives aim to expand the service industry and promote digital consumption, which is expected to stimulate demand in IP and experiential consumption [5] - The report suggests that the digital economy's core industry revenue is projected to exceed 220 billion by 2027, reflecting a robust growth outlook [5] Recommended Companies - Key recommendations include Tencent Holdings and Kuaishou for large models/agents, with Alibaba and SenseTime as beneficiaries [4] - In the AI gaming sector, companies like Xindong Company and NetEase are highlighted as key players [4] - For AI education and proofreading, companies such as Guomai Culture and Century Tianhong are recommended [4] Market Performance - The report indicates that the A-share media sector has shown weaker performance compared to the broader market indices during the specified period [8] - The report also provides insights into the performance of various media companies, with specific rankings in gaming and film sectors [25][26][27]

最近，某电商平台推出的"缤纷蛋"引发热议，褐、绿、深粉、浅粉四色鸡蛋单价 1.3 元/枚，是普通鸡蛋的 2 倍。消费者一边尝鲜，一边疑惑：蛋壳颜色 与营养价值是否直接挂钩？高价彩色鸡蛋是否值得购买？ 为什么会有"五颜六色"的鸡蛋？ 决定蛋壳颜色的色素主要是原卟啉-IX、胆绿素-IX 及其锌结合物。原卟啉 IX 是最常见的色素，它产生红色、棕色和深褐色，而胆绿素及其锌螯合物则 产生蓝色和蓝绿色。这些色素的比例、量不同，蛋壳的颜色也不同。 这些色素是由什么决定的？ 答：鸡的品种、年龄、健康状态、环境、饲料营养等。 1.主因：母鸡品种的差异 其实，谜底就在谜面上。在缤纷蛋的介绍里，就写了这些色彩不同的蛋是"由不同鸡种生产的"。 图源：某电商平台截图 根据 Hocking 等人的研究，蛋壳的颜色 80% 以上是由母鸡的品种因素决定。 白壳蛋：主要由白来航鸡祖代培育； 图源：某电商平台截图 年龄：母鸡随着年龄的增加，合成色素的能力减弱，所以蛋壳的颜色会变浅。 疾病：在母鸡生病期间，不同疾病或药物会降低母鸡身体机能导致色素分泌减少、色素和蛋壳的亲和力降低，导致蛋壳颜色变浅。 环境：母鸡的环境如果出现温度波动、环境拥挤、噪 ...

新华财经北京3月31日电（记者丁雅雯）消费平台"什么值得买"31日发布的数据显示，三月春色渐长， 人们纷纷走出家门感受阳光，踏春赏花，春日经济热力十足。"春日经济"成为3月消费关键词。 "为邂逅一场花事而奔赴一座城"，成为3月社交媒体上最流行的一句话之一，消费者纷纷走出家门感受 春日限定景色，带动"什么值得买"平台内"踏青"关键词商品GMV同比提升299.32%，扬州、苏州、杭州 等江南赏花胜地成为热门目的地。"什么值得买"旅游行业负责人郑欣介绍，除了春节假期外，作为全年 第二个出行高峰，每年三月下旬至五一假期，都是近郊体验式"微度假"的主场，赏花踏青、周边游、乡 村游等旅游消费场景日渐丰富。此外，以露营、徒步为代表的户外休闲项目也凭借强社交+短途休闲 +亲近自然的优势，成为近几年春秋季传统热门运动，平台相关消费GMV分别同比增长20.73%和 25.61%。 春和景明，旅游消费市场迎来"春日限定"热潮。"什么值得买"平台内"春游"关键词消费GMV（商品交易 总额）同比增长25.38%，相比于"五一""十一"等小长假侧重长途出行，3月旅游呈现"轻量化"特色，赏 花、踏春等短途出游和微度假成为主流。 今年气温回 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Viewpoints - The report highlights the continuous advancements in AI and gaming sectors, with major companies like Alibaba and Tencent increasing their investments in AI applications and gaming [5][6] - The launch of the AI Agent product Manus by the startup Monica is seen as a significant development, potentially marking the beginning of a new era for general AI agents [5] - The report suggests a comprehensive investment strategy in AI, recommending key companies such as Tencent Holdings and Kuaishou-W, with beneficiaries including Alibaba-W and Kunlun Wanwei [5] Summary by Sections Industry Data Overview - The game "Eternal Night" ranked first on the iOS free chart in mainland China, while "Honor of Kings" maintained its position as the top-grossing game [11] - The film "Nezha: The Devil's Child" achieved the highest box office for the week, grossing 3.16 billion CNY, with a cumulative box office of 146.03 billion CNY [28] Industry News Overview - Major companies like Tencent and Alibaba are releasing new products, with "Enola Holmes" being a significant winner at the Oscars [37] - Tencent's mixed yuan has released and open-sourced a video generation model, enhancing capabilities for creating high-quality videos and animations [37] Market Performance - The A-share media sector outperformed the broader market in the 10th week of 2025, with the gaming sector showing strong performance [10] - The report indicates that the gaming sector has achieved the highest excess returns compared to the media index [10] Company Recommendations - For general AI and large models, the report recommends Tencent Holdings and Kuaishou-W, with beneficiaries including Alibaba-W and Kunlun Wanwei [5] - In vertical AI applications, key recommendations include ShengTian Network and AoFei Entertainment for AI virtual companionship, and Shanghai Film and Mango Super Media for AI in film [5]

证券代码：300785 证券简称：值得买 公告编号：2025-010 北京值得买科技股份有限公司 关于持股 5%以上股东部分解除股份质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 北京值得买科技股份有限公司（以下简称"公司"）近日接到持股 5%以上股 东刘峰先生函告，获悉其所持有质押给国泰君安证券股份有限公司的公司股票办 理了解除质押，具体事项如下： 一、股东股份本次解除质押的基本情况 | | 是否为控 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股股东或 | 本次解除 | 占其所 | 占公司 | 是否为 | | | | | 名称 | 第一大股 | 质押数量 | 持股份 | 总股本 | 限售股 | 质押起始日 | 解除质押日 | 质权人 | | | 东及其一 | （万股） | 比例 | 比例 | | | | | | | 致行动人 | | | | | | | | | 刘峰 | 否 | 282 | 18.41% | 1.42% | 否 | ...

北京值得买科技股份有限公司 证券代码：300785 证券简称：值得买 公告编号：2025-009 关于公司股东解除股份质押的公告 | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本次解除 | 本次解除 | | | 情况 | | 情况 | | | 股东名 | 持股数量 | | 质押前质 | 质押后质 | 占其所 | 占公司 | 已质押股份 | | 未质押股 | | | 称 | （万股） | 持股比例 | 押股份数 | 押股份数 | 持股份 | 总股本 | 限售和冻结 | 占已质 | 份限售和 | 占未质 | | | | | 量（万 | 量（万 | 比例 | 比例 | 数量（万 | 押股份 | 冻结数量 | 押股份 | | | | | 股） | 股） | | | | 比例 | | 比例 | | | | | | | | | 股） | | （万股） | | | 刘超 | 908.0616 | 4.57% | 410 | 0 | 0.00% | ...

值得买科技表示，未来，公司将在持续提升自身AI能力的同时，与更多外部多领域合作伙伴积极共建 AI生态。 证券时报网讯，记者从值得买获悉，目前，HarmonyOS NEXT版"什么值得买"App三大核心功能已实 现：一是发现消费兴趣，基于对用户画像的理解和推荐算法的迭代，支持用户充分表达自己的消费兴趣 和内容偏好；二是真实购物经验，为用户提供来自全网的真实购物攻略、深度评测等内容；三是AI购 物助手，基于"值得买消费大模型"研发的AI购物助手"小值"，具备意图理解、实时信息等大模型能力， 可快速判断用户使用需求。 另外，HarmonyOS NEXT还为值得买科技提供了另一个展示AI能力的平台——系统级智能体"小艺"。 ...

证券代码：300785 证券简称：值得买 公告编号：2025-008 北京值得买科技股份有限公司 关于持股 5%以上股东、董事及高级管理人员减持计划实施完成的公告 公司持股 5%以上股东、董事及高级管理人员刘峰保证向本公司提供的信息内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 北京值得买科技股份有限公司（以下简称"公司"）持股 5%以上股东、董事及 高级管理人员刘峰先生计划自 2024 年 11 月 18 日至 2025 年 2 月 17 日的 3 个月内 以集中竞价方式或大宗交易方式减持本公司股份不超过 2,832,284 股（占本公司总 股本比例 1.42%）。具体内容详见公司 2024 年 10 月 25 日于巨潮资讯网 （www.cninfo.com.cn）上披露的《关于持股 5%以上股东、董事及高级管理人员减 持股份预披露的公告》（公告编号：2024-052）。 2025 年 1 月 24 日，刘峰先生通过集中竞价交易方式减持公司股份 227,500 股， 占本公司总股本比例 0.11%，减持后刘峰先生持有公司股份 ...