文｜邓咏仪 编辑｜苏建勋 在小米工作的11年，从一线员工做到管理层，马骥"创业"过不止一次。 曾经作为小米管理层的年轻一代，马骥负责过MIUI系统，到统领小米全球互联网业务及商业化，再到中国区建设小米新零售体 系和小米网。横跨软件、硬件以及不同部门和岗位，这让马骥被公认为"能打硬仗"的一位——每接手一个新业务，都像是重新 创业。 但在2024年11月，当马骥决定离开小米创业，却选择了一个看似"反常识"的方向：做一款AI影像消费硬件。 人们对于美的需求是无穷无尽的。最近几年，大疆、影石已经用Pocket 3、Insta360等产品的爆火，证明了这个赛道仍有新品类 崛起的潜力；而价格连年疯涨的富士和胶片相机，也证明人们愿意为独特的"好看"而付费。 《智能涌现》独家获悉，光启之境也完成了天使轮2700万美元融资，由弘晖基金、鼎晖VGC及顺为资本联合领投，正轩资本、 同歌创投、敦鸿资本、英诺天使等多家机构跟投，深渡资本为本轮独家财务顾问。 目前，光启之境的第一款产品还在研发，预计到明年才有发布计划。不过，在"光启之境"完成融资后，《智能涌现》和马骥有 过一次长聊。以下为对话实录： 光启之境CEO 马骥 在小米11年， ...

Core Points - Nubia Z80 Ultra has been officially launched, featuring a dual-focus street photography system and advanced gaming capabilities, positioning itself as both a street photography and gaming powerhouse [3][5][11] - The device is equipped with the latest Snapdragon 8 Gen 2 processor and a unique gaming engine, enhancing its performance for gaming and photography [11][13] - The new AI photography features include multi-modal AI assistance for scene recognition and real-time shooting guidance, making it a versatile tool for photographers [8][9] Group 1: Camera Features - The Nubia Z80 Ultra features a custom dual-focus system with 35mm and 18mm focal lengths, designed for street photography, with a 50MP main sensor that surpasses traditional one-inch sensors [5][8] - The device includes a 64MP periscope telephoto lens with optical image stabilization and advanced AI algorithms for enhanced long-distance photography [5][8] - A dedicated physical shutter button allows for quick focus and capture, improving the user experience in fast-paced shooting scenarios [5][9] Group 2: Gaming Capabilities - The device is powered by the Snapdragon 8 Gen 2 processor, with a CPU clock speed of up to 4.6GHz, and features high-speed LPDDR5X and UFS 4.1 memory for optimal gaming performance [11][14] - The Nubia Z80 Ultra incorporates the CUBE gaming engine, which intelligently allocates resources based on gaming scenarios, ensuring high performance with controlled power consumption [13][14] - The device supports a 144Hz refresh rate and 3000Hz touch sampling rate, providing a smooth gaming experience with reduced latency [14] Group 3: Software and User Experience - The Nubia Z80 Ultra runs on the upgraded Nebula AIOS 2, offering enhanced user interaction and a variety of practical features for improved usability [15] - The device includes over 500 optimizations for a seamless experience across various applications, from unlocking to gaming [15] - Customizable features allow users to set up quick access to frequently used applications, enhancing overall convenience [15] Group 4: Pricing and Availability - The Nubia Z80 Ultra is available in multiple configurations, with prices starting at 4999 yuan for the 12GB+512GB version and going up to 5999 yuan for the limited edition models [19] - The device is being sold through various online platforms, including ZTE Mall, JD.com, Tmall, Douyin, and Pinduoduo, with promotional offers available [19]

Core Viewpoint - The controversy surrounding Honor's Chief Imaging Engineer, Luo Wei, has escalated due to his inappropriate comments and actions on social media, leading to significant backlash from the photography community and potential reputational damage to the Honor brand [1][10]. Group 1: Controversy and Public Reaction - Luo Wei's comments on social media, particularly regarding the capabilities of the Honor Magic8 Pro, have drawn criticism from users who question his photography skills [2][3]. - The backlash intensified when Luo Wei responded rudely to critics, further alienating users and prompting many to report being blocked by him for voicing concerns [5][7]. - The situation has led to a broader discussion about Honor's acceptance of criticism, with many users mocking the blocking as a "photographer certification badge" [7][10]. Group 2: Product Launch and Market Context - The controversy coincides with the upcoming launch of the Honor Magic8 series, which is expected to feature advanced hardware and imaging capabilities, including a 200MP telephoto lens [17][20]. - Despite the anticipated launch, the negative sentiment surrounding Luo Wei's comments may impact the perception of the Magic8 series, which is crucial for Honor's goal of regaining market share [20]. - Honor's recent market performance has been declining, with a drop in rankings and sales, making the success of the Magic8 series vital for the company's recovery strategy [19][20].

Core Insights - Meitu Xiuxiu has achieved the top position on the App Store in 14 countries including Italy, France, Switzerland, Germany, Netherlands, Belgium, Romania, Greece, Hungary, Bulgaria, Cyprus, Czech Republic, Slovakia, and Poland, and has also topped category charts in 30 other countries such as the UK, Austria, Finland, Sweden, and Norway [1] Group 1: Product Performance - The recent success in Europe is attributed to the launch of the "AI Group Photo" feature, which utilizes advanced image generation and synthesis technology, allowing users to take photos with friends, idols, and celebrities across time and space, leading to a sharing frenzy on social networks in the region [1] - In September, Meitu Xiuxiu and other products like Wink gained significant popularity among overseas users due to the "AI Figurine" feature [1] Group 2: Market Opportunities - During the recent 17th anniversary internal meeting of Meitu, the founder Wu Xinhong indicated that there are substantial opportunities in the global imaging industry, with many overseas user needs being efficiently addressed through AI imaging tools [1]

Core Insights - Huawei has launched a promotional event called "HarmonyOS Gratitude Season" for its Pura 80 series smartphones, offering significant discounts and benefits to attract consumers [1][6] - The Pura 80 series is recognized for its advanced imaging capabilities, featuring a 1-inch sensor and innovative technologies that enhance photo quality, making it a competitive flagship product [2] - The series also boasts impressive battery life and fast charging capabilities, along with dual satellite communication features that enhance safety for users in remote areas [3] - The integration of HarmonyOS 5.1 enhances user experience with various smart features, making the Pura 80 series a versatile tool for daily life [5] Discounts and Promotions - Consumers can enjoy discounts of up to 1500 yuan when purchasing the Pura 80 series, along with interest-free installment options for up to 12 months [1][6] - Additional benefits include the accumulation of up to 1000 yuan in HarmonyOS ecosystem rewards and over 900 yuan in other promotional offers [1] - The promotional period runs until December 14, 2025, and includes offers for other Huawei products, allowing consumers to benefit from discounts of up to 2000 yuan [6] Technological Innovations - The Pura 80 Ultra features a groundbreaking 1-inch main camera sensor that significantly improves light intake and dynamic range, rivaling professional cameras [2] - The "One Lens, Dual Eyes" technology integrates multiple zoom capabilities, outperforming competitors in clarity and image quality [2] - AI enhancements in photography allow users to easily create professional-quality images, making the device appealing to both casual users and professionals [2] User Experience Enhancements - HarmonyOS 5.1 introduces features that streamline communication and enhance photography, such as integrated camera controls and smart translation [5] - The new AI assistant provides personalized recommendations and guides, improving the overall user experience in various scenarios [5] - The system's capabilities extend to entertainment, with features that allow for interactive experiences, such as the "Dance Forest Master" theme [5]

Core Viewpoint - A petition initiated by over 2,500 Samsung users highlights severe mismanagement and strategic failures within Samsung's camera division, calling for a complete overhaul of its mobile imaging strategy [4][6]. Group 1: Petition Details - The petition outlines eight specific grievances against Samsung's camera department, including stagnation in hardware upgrades, technological lag behind competitors, neglect of user feedback, persistent technical flaws, and a lack of innovation in AI photography solutions [6][11]. - Users express disappointment over Samsung's failure to address long-standing issues such as poor low-light performance and inadequate noise control in images [13][16]. Group 2: Competitive Landscape - Samsung's marketing efforts, including a recent social media campaign mocking Apple's iPhone 17, are criticized as being out of touch with the actual performance issues faced by its own products [8][10]. - Analysts note that Samsung's conservative approach to camera technology upgrades may put it at a disadvantage in the high-end smartphone market, especially as competitors like Xiaomi and OPPO rapidly innovate [16]. Group 3: User Sentiment - Users feel that Samsung has lost its status as a leader in mobile imaging, with many expressing regret over the company's decline in quality and innovation [11][17]. - The petition reflects a broader sentiment among users that Samsung's brand vision is no longer trustworthy, as they perceive a disconnect between the company's marketing claims and actual product performance [17].

千名用户联名控诉，"八大罪状"直指系统失误 本文来自微信公众号：凤凰网科技 （ID：ifeng_tech），作者：杨睿琦，编辑：董雨晴，题图来自：AI 生成 9月12日，一场由三星电子忠实用户发起的联名请愿活动，将这家科技巨头推至舆论的风口浪尖。据海 外媒体Android Headlines，超过2500名用户在Change.org平台上签名，要求三星移动体验（MX）部门负 责人卢泰文（TM Roh）撤换相机业务负责人，并彻底重构移动影像战略。这一罕见的集体抗议，不仅 暴露了三星在相机技术、用户沟通和品牌战略上的多重问题，更折射出其在高端手机市场竞争中的被动 局面。 7.更新策略歧视：旧机型系统更新延迟严重，且缺乏针对性优化； 请愿书措辞严厉，指出三星相机部门存在"严重管理不善与战略失误"，并列出八大具体问题： 1.硬件升级停滞：相机硬件多年未实现实质性创新，核心硬件迭代缓慢； 2.技术落后竞品：在算法、成像质量、夜景处理等方面明显落后于苹果、华为等竞争对手； 3.忽视用户反馈：长期对消费者诉求置若罔闻； 4.长期技术缺陷：包括阴影细节丢失、噪点控制不力、肤色还原不自然等问题迟迟未修复； 5.盲目跟风苹果：设 ...

Core Viewpoint - GE HealthCare announced its intention to acquire Icometrix, an AI brain imaging analysis company, to enhance its precision medicine strategy in the neurological field [2][13]. Company Background and Product Overview - Icometrix, founded around 2011 and headquartered in Leuven, Belgium, specializes in AI quantitative analysis of brain MRI and has become an international standard for imaging quantification of various neurological diseases [3]. - The icobrain product line has received FDA and CE mark certifications, known for its transparent and verifiable AI models, and has been awarded the "Transparent AI badge" by the American College of Radiology (ACR) [3]. Core Products and Clinical Applications - icobrain ms focuses on monitoring multiple sclerosis (MS) by automatically quantifying MRI lesions and brain volume changes, showing a 150% increase in active lesion detection rates and a 68% improvement in treatment efficacy compared to medication alone [8]. - icobrain aria, approved by the FDA in November 2024, is the first AI software for detecting, quantifying, and grading amyloid-related imaging abnormalities (ARIA) associated with Alzheimer's treatment [9]. - The icobrain system also supports a wide range of conditions, including traumatic brain injury (TBI), dementia, epilepsy, Parkinson's disease, brain tumors, and stroke, providing quantitative support for differential diagnosis and long-term follow-up [11]. Strategic Layout of GE HealthCare - GE HealthCare aims to transition from being an imaging equipment supplier to a provider of precision medical solutions, with the acquisition of Icometrix marking a significant step in its neurological strategy [13]. - The integration of Icometrix's icobrain platform with GE's MRI systems is expected to enhance the workflow for radiologists and neurologists, creating a more robust offering compared to competitors [15]. Market and Ecological Significance - The demand for imaging follow-up in neurological diseases is strong, and AI quantitative analysis can improve diagnostic quality while creating a subscription-based revenue model [19]. - By integrating Icometrix, GE not only enhances its product line but also strengthens its position in the global market by completing the "device-AI-solution" chain [19]. Challenges and Considerations - While the acquisition strengthens GE's presence in the neurological imaging field, the real challenge lies in effectively embedding Icometrix's technology into daily medical workflows and finding suitable commercial and clinical applications across different markets [20]. - The stability of AI tools in multi-center and heterogeneous data environments requires time for validation, and the impact of data differences from various MRI brands on icobrain's effectiveness remains to be observed [20]. - The commercial model for AI software is still undefined, raising questions about how hospitals and insurance systems will accept subscription-based pricing without undermining equipment profits [20].

Industry Insights - The third-party medical imaging service industry in China has significant potential, with a current penetration rate of only 1% compared to over 40% in the US, indicating a vast market opportunity [3][4] - AI technology is empowering the medical imaging sector through various applications, including equipment, auxiliary diagnosis, treatment support, and data quality control, which can enhance efficiency and reduce costs [3][4] - The third-party imaging centers serve as both producers of imaging data and application scenarios for AI, allowing them to generate additional revenue through licensing AI algorithms and data services [3][4] Company Overview - The company has established a one-stop ecosystem through three main business segments: imaging center services, imaging solution services, and Yimai Cloud services, which support and transform each other [3][4] - The imaging center business is the cornerstone of the company's revenue, accounting for over 60% of total income, and serves as a critical competitive advantage due to high market entry barriers [4] - The imaging solution business is rapidly growing, with a significant increase in users and high profitability potential, aiming for 30% of revenue from overseas markets within five years [4][5] - Yimai Cloud is a key component of the company's digital strategy, leveraging one of the largest and fastest-growing medical imaging databases in China to enhance data value [5] - The company plans to achieve revenues of 1.01 billion, 1.29 billion, and 1.59 billion yuan in 2025, 2026, and 2027, respectively, with net profits projected to reach 39 million, 83 million, and 141 million yuan during the same period [5]

Core Insights - In August, the domestic 65% tungsten concentrate price increased by 32.3% to 262,500 CNY/ton, with APT rising by 31.6%, tungsten carbide by 35.7%, and tungsten powder by 36%. In Q2, the domestic 65% tungsten concentrate price surged over 80%. The report suggests that China's control over tungsten metal will have a long-term positive impact on tungsten prices, similar to the effects seen with rare earths [3]. Advanced Manufacturing Group - BYD reported a revenue of 371.3 billion CNY for the first half of the year, a year-on-year increase of 23%, with a net profit of 15.5 billion CNY, up 14% year-on-year. The growth is attributed to a 32.49% increase in revenue from the new energy vehicle segment, a 50.49% rise in overseas revenue, and a 53.05% increase in R&D investment [6]. - Despite strong revenue and profit figures, concerns were raised regarding a 191.8 billion CNY gap between accounts payable and receivable, high inventory levels at 145.5 billion CNY, low technology R&D conversion rates, and a significant drop in Q2 net profit, which fell to 6.4 billion CNY, down 31% quarter-on-quarter and 30% year-on-year [6]. Consumption Group - Meitu Inc. reported an adjusted net profit of 467 million CNY for the first half of 2025, a substantial increase of 71.3% year-on-year, exceeding market expectations. The adjusted net profit margin reached 25.7%, up 8.8 percentage points year-on-year. The core imaging and design business generated 1.35 billion CNY in revenue, a 45.2% increase, accounting for 74.2% of total revenue [9]. - The growth strategy focused on "focusing on core + efficiency improvement," which involved shrinking non-core businesses to concentrate resources, leading to improved profitability driven by the high growth of the imaging and design business [9].