第二，未来房子会越来越不值钱。现在一线城市300万的房子，大多数都是老破小。而老破小这类房子是最不抗跌的。以上海为例，市中心的老破小从2021 年历史最高位的9万多/平米，下跌到现在6万多/平米。未来一线城市的房价还会继续下跌。此外，300万市值的房子在二三线城市应该算大户型的房子了。 像这类大户型的房子市值在未来5年内仍有下跌空间，甚至将来要想出售变现都很困难。 在进入到2025年之后，国内房价继续延续下跌的走势。数据显示，6月百城二手住宅均价为13691元/平方米，环比下跌0.75%，同比下跌7.26%。与此同时， 各地救市政策还在不断出台。除了银行把房贷利率降至3%附近，以及首付比例降至15%之外。一线城市的限购政策在逐步放开，广州明确全面取消限购、 限售、限价。 一边是各地房价在持续下跌，而另一边各种救市政策不断出台。于是，就有网友提出：5年后，现在300万的房子值多少钱？对此，现在很多人都认为：如果 这套300万的房子在一线城市，那未来5年后，大概率还会上涨。这既有政策利好的支撑，又有一线城市对全国购房者的吸引力。而如果是在二三线城市，房 价大概率会持续下跌。主要是二三线城市对购房者的吸引力有限。 ...

Group 1 - A recent study by Sakana AI focused on integrating the capabilities of three models during the inference process rather than during construction [1] - The results were surprising, showing that the integrated model's capabilities significantly exceeded those of individual models [1] - The performance of the three-model integration was better than that of any combination of two models [1]

Group 1 - DeepSeek did not issue an apology to Wang Yibo regarding the AI model's inappropriate association with a corruption case, despite widespread rumors [1] - Lei Jun acknowledged that the price of the Xiaomi YU7 car-mounted tissue box is relatively high at 169 yuan, but emphasized the product's design considerations for extreme temperature conditions [1] - Gree Electric's market director clarified that the company values talent based on innovation and responsibility rather than educational background, countering previous statements by CEO Dong Mingzhu about not hiring overseas returnees [2] Group 2 - A Chinese model who was reported missing after being lured to Myanmar under the pretense of a modeling job has been rescued, highlighting the dangers of overseas job scams [2] - Taobao customer service reported that the seller Romashi is currently unable to process refunds due to insufficient account balance, following a recall of certain power bank models due to safety concerns [3][4] - The CEO of Yunhaiyao admitted legal responsibility for a food poisoning incident involving ByteDance employees in Singapore, where 60 employees fell ill after a company lunch [9] Group 3 - Nintendo's president defended the pricing of the Switch 2, which has increased by 100-200 USD compared to previous models, stating that the price reflects the gaming experience offered [8] - The Ministry of Industry and Information Technology in China announced a pilot program for number protection services, allowing users to choose whether to authorize their phone numbers for use on internet platforms [8] - Counterpoint Research reported that iPhone sales in China grew by 8% year-on-year in Q2, marking Apple's first sales increase in two years, with Huawei and Vivo leading the market [12]

Core Viewpoint - The incident involving DeepSeek and actor Wang Yibo highlights the dangers of AI-generated misinformation, revealing how AI models can perpetuate false narratives through a cycle of misinformation and media amplification [1][4][5]. Group 1: Incident Overview - The false news about DeepSeek apologizing to Wang Yibo originated from a fabricated statement generated by AI, which was then reported by media without verification [4][5]. - The cycle of misinformation includes AI generating false news, media spreading it, and AI learning from this misinformation, leading to further dissemination [5][6]. Group 2: AI Misinformation Mechanism - AI models lack true understanding of facts and generate text based on statistical probabilities, making them susceptible to producing inaccurate information [6]. - The incident exemplifies a complete loop of misinformation: false information → media dissemination → AI learning → secondary spread [6]. Group 3: Content Farms and AI Pollution - Content farms are exploiting AI to produce vast amounts of "information garbage," with a significant portion of online advertising revenue being generated from such content [7][8]. - In the U.S., content farms are estimated to account for about 21% of online ad impressions and 15% of ad spending, totaling approximately $500 million [7]. Group 4: AI Search Tool Accuracy Issues - A study found that over 60% of queries from AI search tools incorrectly cited their information sources, indicating a significant reliability issue [10][12]. - Some paid versions of AI search tools performed worse than their free counterparts, raising concerns about the effectiveness of these models [12]. Group 5: Commercial Manipulation of AI - Businesses are offering services to manipulate AI recommendations for a fee, highlighting a growing trend of using AI for commercial gain [13][15]. - The cost for such services can be as low as 1,000 yuan per year, allowing clients to influence AI outputs and rankings [15]. Group 6: Solutions to AI Misinformation - Developing fact-checking tools for AI-generated content is suggested as a way to improve reliability [17]. - Content platforms are encouraged to implement dual review mechanisms and establish emergency response protocols for false information [18]. - Users should be educated about the limitations of AI tools to prevent over-reliance on potentially inaccurate outputs [19].

7月3日，一则《演员王一博案，判了》的新闻发酵，文章内容提及，人工智能公司DeepSeek因内容审核疏漏，就关联不实信息向演员王一博道歉，还援引 了刑事判决书。随后，#DeepSeek向王一博道歉#一度冲上热搜。 目前这一新闻已被删除，但仍然引发大量转载。 媒体作为信息"把关人"的严谨性与责任感，在AI时代更为重要。 一条关于辟谣和道歉的新闻，最终却是AI幻觉带来的谣言，这是AI时代的荒诞现实。 上述文章提到"人工智能公司DeepSeek发布正式道歉"，并提及"声明"一词。但第一财经查阅了目前DeepSeek所有官方渠道的账号，包括官网、公众号、知 乎、小红书、海外的X等，都未发现有新的动态。 仅从新闻事实来看，网络流传演员王一博的消息，已被经纪公司澄清，法院判定系谣言，而声称DeepSeek为传谣道歉，则有诸多的不合理之处。此次假新 闻的信息中没有任何一句明确指出DeepSeek的道歉渠道，声明中所提及的法律判决书，在中国裁判文书网上检索显示无数据。 追溯"道歉"新闻源头，或许来自于一则社交媒体中的帖子，但看图片内容可知，道歉的主体是"AI聊天助手DeepSeek"。 | 昨天 博君一肖iPhone客户端 ...

Core Viewpoint - The Chinese agricultural sector is experiencing a transformation with the introduction of innovative "super vegetables" that cater to local tastes while maintaining nutritional value [1][4]. Group 1: Introduction of New Vegetables - The rise of health management has led to the popularity of foreign vegetables like kale, but they often do not align with Chinese culinary preferences [1]. - Domestic retail companies like Hema are pioneering the introduction of localized versions of these vegetables, such as the "Pro Max version" of kale, which has seen an 80% month-on-month sales growth since its launch [1][4]. Group 2: Development Process of New Varieties - The development of the new vegetable, African Wrinkled Leaf Cabbage, involved extensive research and trials, resulting in a product that is more suitable for Chinese consumers in terms of taste and cooking methods [4][9]. - The chairman of Yafei Seed Industry, He Yafei, emphasized the importance of controlling seed sources to ensure agricultural independence and innovation [6][9]. Group 3: Challenges in Seed Industry - The Chinese seed industry faces challenges, including heavy reliance on foreign seeds for certain vegetables, which can hinder agricultural development [6]. - Experts argue that to gain international influence and pricing power, China must develop its own seed varieties and enhance its research capabilities [6][9]. Group 4: Market Potential and Applications - The new vegetable not only meets nutritional needs but also aligns with local taste preferences, making it a viable option for various culinary applications, including juice and salad [1][11]. - There are ongoing market trials to integrate the African Wrinkled Leaf Cabbage into supply chains, such as using it in milk tea, which could enhance its market appeal [11].

Group 1: Technology Sector Developments - OpenAI and Elon Musk denied any collaboration with Robinhood regarding a new trading product called "stock tokens," clarifying that any transfer of OpenAI equity requires their approval [2] - DeepSeek has posted multiple job openings on LinkedIn, indicating an effort to attract top overseas AI talent [3] - Amazon announced the launch of its new AI foundational model, Deep Fleet, which aims to enhance the efficiency of its industrial mobile robot fleet by 10% [5] - Microsoft announced a new round of layoffs affecting approximately 9,000 jobs, marking its second major layoff this year [6] Group 2: Financial and Investment Activities - Alibaba Group plans to issue zero-coupon exchangeable bonds totaling approximately HKD 12 billion, with proceeds aimed at cloud computing infrastructure and international e-commerce development [4] - Shenzhen-based Romoss Technology confirmed it has not gone bankrupt, despite reports of a complete halt in operations and unpaid wages [11] - Zhuhai Shenkepu Industrial Technology completed a B+ round financing exceeding 100 million yuan, with funds allocated for technology upgrades and international expansion [15] Group 3: Strategic Partnerships and Collaborations - Baidu's Wenxin Intelligent Agent platform announced a deep collaboration with Xiaomi's app store to create a cross-end distribution model for AI agents [6] - Pony.ai has initiated Robotaxi road tests in Luxembourg in collaboration with local transportation company Emile Weber [10] Group 4: Industry Changes and Acquisitions - Siemens announced the lifting of export restrictions on three major chip design software suppliers to China, restoring access to Chinese customers [12] - China Resources has become the actual controller of Konka Group following a recent approval of a share transfer [13] - Xiamen Silan Microelectronics reported progress on its 8-inch silicon carbide project, which is a key construction project in Fujian Province [14]

Core Insights - The "2025 China Enterprises Going Global Summit" was held in Shenzhen, focusing on creating a high-end platform for Chinese companies to address challenges in international expansion and explore collaborative transformation paths [1] Group 1: Trends in Chinese Companies Going Public - Chinese companies are currently in a recovery phase regarding listings in the U.S., facing challenges in attracting long-term international capital, particularly from Europe and the U.S. [3] - There is a positive trend observed where international funds are returning to Chinese assets, influenced by both internal and external factors [3] - Internal factors include the Chinese government's increased focus on economic challenges and the introduction of supportive policies since September 24 of the previous year [3] - The emergence of new Chinese production capabilities has led to a re-evaluation of the value of Chinese tech stocks [3] - External factors involve changes in global asset allocation, with investors shifting focus from high-valued U.S. stocks to Chinese and European assets due to uncertainties in U.S. policies and currency risks [3] Group 2: Market Recovery and IPO Activity - Many Chinese companies have successfully completed IPOs or secondary financing, indicating that the market is on a recovery path [4]

Core Viewpoint - The competition in AI ultimately revolves around talent acquisition and retention, with major companies intensifying their efforts to attract top AI professionals [1][8]. Group 1: Talent Acquisition Trends - DeepSeek has recently posted job openings on LinkedIn, targeting overseas talent for various positions, including front-end developers and deep learning researchers [3][5]. - Meta has been actively recruiting top talent from OpenAI, with reports indicating that they have successfully hired eight core researchers from the company [9][10]. - The demand for AI talent is surging, with a 33.4% year-on-year increase in job seekers in the AI sector, making it the fastest-growing industry for job applications [6]. Group 2: Salary and Compensation - DeepSeek offers competitive salaries for deep learning researchers, ranging from 50,000 to 80,000 RMB per month, translating to an annual salary of up to 1.12 million RMB for fresh graduates [5]. - The top 20% of AI talent can expect salary increases of 30% to 50% when switching jobs, highlighting the lucrative nature of AI roles [6]. - Meta's aggressive recruitment strategy includes offering substantial compensation packages, with reports of sign-on bonuses reaching up to 100 million RMB for some candidates [9][10]. Group 3: Industry Dynamics - The AI talent market is experiencing a "arms race," with companies like Meta and Nvidia investing heavily to secure top-tier talent, indicating a shift in focus from hardware (like GPUs) to algorithmic expertise [8][10]. - The establishment of Meta's new department, "Meta Super Intelligence Lab," signifies a strategic move to consolidate AI efforts and attract specialized talent [9].

Core Viewpoint - The news regarding DeepSeek's alleged apology for associating Wang Yibo with the "Li Ai Qing corruption case" is identified as false, with no official apology found on any of DeepSeek's platforms [1][2]. Group 1: Incident Overview - DeepSeek reportedly apologized for linking Wang Yibo to the corruption case due to content review oversights, claiming it harmed his reputation [1]. - Despite widespread media coverage of the alleged apology, no official statement or evidence of such an apology was found on DeepSeek's official channels [1][2]. Group 2: AI Model Implications - The incident highlights the challenges faced by AI models in discerning truth from falsehood in an environment filled with misinformation, leading to the "Rubbish in, Rubbish out" effect [8]. - AI's inability to effectively verify information can result in the propagation of false narratives, emphasizing the need for improved accuracy in AI-generated content [8][9]. - The experience of news professionals indicates that reliance on AI for content generation may reduce efficiency, as significant time is spent verifying AI-generated information [8].