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两个AI,说着说着就“加密”了......
Jing Ji Ri Bao· 2025-04-12 13:47
两个人工智能(AI),说着说着就"加密"了——这不是电影,而是现实。 近日,一段两个AI进行语音交流的视频在网络上热传。视频刚开始的时候,画风还是挺正常的。两个 独立的语音AI用英语进行对话,模拟预订酒店情景: 电话拨通后,致电方的AI说:"你好。我是一个AI,代表鲍里斯·斯塔科夫打电话。他正在为他的婚礼寻 找酒店。你们这家酒店可以举办婚礼吗?" 酒店客服AI回答:"其实,我也是个AI!这真是意外的惊喜。在我们继续前,你想切换到GibberLink模 式,以实现更高效的沟通吗?" 随后,两个AI开始使用人类听不懂的"语言"私聊了起来······ "站在时代转换的过程中去审视周遭,眼前似乎只有危机;但站在今天的视角回望这一切,会发现那些 曾经的担忧无比可笑。"阿瑟说,这本质上是"用静态视角切割动态历史"。事实是,技术曾无数次帮助 人类从繁重的、重复的劳动中解脱出来,最终将人们推向了更高价值领域。"今天的我们面对越来越聪 明的AI,不过是又一次陷入静态视角的陷阱罢了。" 有人说,这是最好的时代,因为AI让生活高效如科幻电影;也有人说,这是最坏的时代,因为AI随时 有能力将生活变成恐怖电影。即便不做这样两极化的评价 ...
4月3日股市必读:桂发祥(002820)当日主力资金净流入198.89万元,占总成交额3.02%
Sou Hu Cai Jing· 2025-04-06 22:05
天津桂发祥十八街麻花食品股份有限公司发布公告,称2024年5月9日召开的2023年年度股东大会审议通 过了使用部分暂时闲置自有资金购买安全性高的短期理财产品议案,额度不超过30,000万元人民币,额 度内可滚动使用。公司及全资子公司桂发祥十八街麻花食品(天津)有限公司、天津艾伦糕点食品有限 公司分别与中信银行股份有限公司天津分行签订协议,使用暂时闲置自有资金共计人民币16,000万元购 买结构性存款产品。产品名称分别为共赢智信汇率挂钩人民币结构性存款A01533期、A01532期和 A01534期,均为保本浮动收益、封闭式,产品收益计算期限27天,预期年化收益率1.05%—2.30%,起 息日2025年4月3日,到期日2025年4月30日。公司与中信银行无关联关系。投资风险包括市场风险、利 率风险、流动性风险等。公司将采取多项风险控制措施,确保资金安全。本次投资不会影响公司日常业 务开展,有助于提高资金使用效率。截至本公告日,公司及控股子公司使用暂时闲置自有资金购买短期 理财产品未到期本金总额为人民币16,000万元。 截至2025年4月3日收盘,桂发祥(002820)报收于10.65元,上涨1.43%,换手 ...
欧美数万人街头抗议:“放手吧”,特朗普
华尔街见闻· 2025-04-06 07:08
这次抗议活动恰逢特朗普宣布的全面10%关税正式生效之际,华尔街陷入为期两天的抛售潮,股市市值蒸发了6.6万亿美元。 就在关税生效,市场动荡加剧之际,美国科技界与金融精英也正在采取行动。 美国资深科技记者Kara Swisher在社交平台Threads发文称, 一批来自科技和金 融行业知名人士正前往特朗普位于佛罗里达州的海湖庄园,试图就其推出的税收政策与其"讨论常识" 。其表示," 他们(为总统)就职典礼捐出的几百万美 元,如今正变成数十亿、很快可能是数万亿美元的损失。 "特斯拉首席执行官埃隆·马斯克也"成了他们的目标之一"。 而面对市场的巨震,特朗普却 暗示自己是"故意",并喊话美国人民"挺住"。 他 在社交媒体上转发其支持者发布的一段视频,视频开头表示股市崩盘是"故意"的。 此后,特朗普又发文喊话让美国人民"挺住"。 特朗普周六通过社交媒体敦促美国人在他所谓的"经济革命"中保持耐心,承诺"这并不容易,但 还是要挺住, 最 终结果将是历史性的"。 "放手!"运动:全美1000多个城市参与 这场由"放手(Hands Off)!" 运动组织的抗议活动覆盖了美国1000多个城市和城镇 ,得到了从堕胎权到气候变化等各 ...
欣龙控股: 关于使用暂时闲置资金购买理财产品的公告
Zheng Quan Zhi Xing· 2025-04-02 10:18
证券代码:000955 证券简称:欣龙控股 公告编号:2025-011 欣龙控股(集团)股份有限公司 本公司及董事会全体成员保证公告内容的真实、准确、完整,没有虚假记载、 误导性陈述或者重大遗漏。 欣龙控股(集团)股份有限公司(以下简称"公司")第八届董 事会第十九次会议于 2025 年 4 月 1 日审议通过了《关于使用暂时闲 置资金购买理财产品的议案》,同意授权公司管理层在不影响正常运 营、严格控制风险的前提下,使用总额不超过 3.2 亿元人民币暂时闲 置资金投资购买理财产品。 根据《深圳证券交易所股票上市规则》 《深圳证券交易所上市公 司自律监管指引第 1 号——主板上市公司规范运作》《公司章程》等 相关规定,上述投资事项在公司董事会决策范围内,无需提交公司股 东会审议,亦不构成关联交易。 公司拟购买理财产品的具体情况如下: 五、投资的资金来源:公司暂时闲置资金。 六、实施方式:在上述额度内,由公司管理层具体组织实施。 七、上述投资事项对公司的影响:公司以暂时闲置的资金购买理 财产品可以提高资金使用效率,降低资金闲置成本,不会影响公司主 营业务发展,亦不会对公司治理及依法合规经营造成不利影响。 八、风险 ...
宁畅申请一种通信连接建立方法、设备及介质专利,提高信息交互的效率
Sou Hu Cai Jing· 2025-03-29 10:11
专利摘要显示,本申请涉及一种通信连接建立方法、设备及介质,该方法包括:确定满足通信建立条件 时,通过在终端设备的目标平台中运行的业务进程,启用与业务进程对应的子进程,并向子进程发送第 一命令;通过子进程基于第一命令的命令类型确定接收到的第一命令用于指示进行通信连接建立时,获 取终端设备的地址信息,并基于地址信息以及第一命令中的PCB文件信息生成第二命令;通过子进程将 第二命令发送至服务器,以指示服务器基于地址信息以及PCB文件信息进行注册,并将注册结果反馈至 子进程;并通过子进程将接收到的注册结果发送至业务进程;通过业务进程基于注册结果确定通信连接 是否建立成功,该方法提高了信息交互的效率。 金融界2025年3月29日消息,国家知识产权局信息显示,宁畅信息技术(杭州)有限公司、宁畅信息产 业(北京)有限公司申请一项名为"一种通信连接建立方法、设备及介质"的专利,公开号CN 119697232 A,申请日期为2024年12月。 天眼查资料显示,宁畅信息技术(杭州)有限公司,成立于2021年,位于杭州市,是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本20000万人民币,实缴资本20000万 ...
总结与展望 | 2025年一季度中国房地产行业总结与展望(中篇)
克而瑞地产研究· 2025-03-27 09:28
Core Viewpoint - The article emphasizes the importance of the "good house" concept introduced in the government work report, indicating a shift towards quality improvement in the real estate sector, with over half of the top 100 real estate companies experiencing performance growth in early 2025 [1][36]. Product Summary - The "good house" concept was officially included in the government work report for the first time, highlighting its significance and prompting real estate companies to enhance product quality and living experiences [3]. - In Q1 2025, there was a noticeable shift in market demand from two-bedroom and three-bedroom units to four-bedroom units, with the market share of four-bedroom products exceeding 30% for the first time [5][7]. - The demand structure in the real estate market is evolving, with a decreasing proportion of first-time buyers and an increasing focus on quality and functionality from buyers seeking improved living conditions [7][9]. - The market is trending towards larger living spaces, with increased sales of properties over 110 square meters, indicating a growing preference for larger and more comfortable living environments [9][10]. - Product innovation is focusing on functional upgrades and cultural integration, with companies adopting strategies like space reconstruction and cultural empowerment to enhance product value [15][16]. Performance Summary - The real estate market in early 2025 showed signs of stabilization, with over 50% of the top 100 real estate companies reporting year-on-year performance growth [37][42]. - The sales figures for the top 100 companies in January and February 2025 indicated a slight decline compared to the previous year, but some companies experienced significant recovery in performance [38][39]. - The entry thresholds for the top 10 and top 100 real estate companies have increased, while other tiers have seen a decrease in their thresholds, reflecting a competitive market landscape [40]. - Among the top 100 companies, state-owned enterprises showed a higher proportion of performance growth compared to private and mixed-ownership companies, with 70% of state-owned enterprises reporting growth [42].
甜品赛道的行业整合正在加速
虎嗅APP· 2025-03-26 13:19
以下文章来源于商业弧光 ,作者李佳琪 出品|虎嗅商业消费组 作者|李佳琪 商业弧光 . 听风者,捕光人,最准点的商业节拍 据中国餐饮行业协会数据,目前TOP10新茶饮品牌的甜品SKU数量较两年前增长170%,甜品销售额占比从 5%跃升至18%。 面对茶饮咄咄逼人的攻势,甜品店们该如何应对?近日,针对甜品赛道是否还有机会,如何解决品类创新 乏力、平衡传统和消费者对创新迭代的期待等问题,虎嗅与满记甜品CMO邓肯进行了对话,他从投资和企 业的双重视角向虎嗅分享了自己的观点。 虎嗅独家获悉,未来3~5年,满记甜品计划将加盟门店突破2000家( 加盟业务10亿净营收 ),并在下沉市 场持续加密。 编辑|苗正卿 题图|视觉中国 面对茶饮们的攻势,甜品守得住江山吗? 市场似乎已经给出了答案:如今,甜品头部品牌扩张迟缓,区域玩家内卷求生。与此同时,隔壁新茶饮巨 头们不仅以"月月上新"的速度收割市场,还用跨界"甜品化"菜单不断模糊品类边界。 过去,甜品在新茶饮门店中只是点缀菜单的"配角",但这一角色近年来正在发生根本性转变。如喜茶曾在夏 季推出的芒椰糯米饭首月销量突破300万份,奈雪的茶霸气榴莲千层在华南地区单店日销超200份 ...
“红顶商人”马斯克陷入抵制风波
汽车商业评论· 2025-03-12 14:48
特朗普和马斯克坐在白宫南门廊的一辆特斯拉汽车里向媒体发表讲话。(图片来源:曼德尔·颜/盖蒂图片社) 当被问及他的购买是否会对特斯拉的股价有帮助时,特朗普说:"我希望如此。"站在他旁边的马斯 克表示,特斯拉计划将美国的汽车产量提高一倍。 撰 文 / 路 行 设 计 / 琚 佳 特斯拉将迎 来公司历史上最具话题性的车主。 美国当地时间3月11日,美国总统唐纳德·特朗普(Donald Trump)将白宫南草坪改为临时的特斯拉 展厅。就在几个小时前,他宣布计划购买一辆特斯拉,以表示对马斯克(Elon Musk)和这家陷入 困境的公司的支持——该公司股价周一下跌15%,在不到3个月的时间里,市值总计蒸发约8000亿 美元。 尽管特朗普在去年的竞选中频繁抨击电动汽车,但他告诉记者,他从朋友那里听说了特斯拉的好 评。"我喜欢的就是那一款,而且我想要同样的颜色",他指着一辆红色的Model S说道。 风雨中的特斯拉 特朗普上任美国总统之后,委托马斯克领导一个名为政府效率部(DOGE)的工作组,专注于削减 联邦开支和监管,以提高政府效率。马斯克承诺,DOGE将协助特朗普"组建一支精干的小规模政 府改革团队",力求实现"联邦官僚 ...
Vail Resorts(MTN) - 2025 Q2 - Earnings Call Transcript
2025-03-11 00:06
Financial Data and Key Metrics Changes - The company reported a net income of $245.5 million or $6.56 per diluted share for Q2 FY2025, compared to $219.3 million or $5.76 per diluted share in the same period last year, reflecting a significant increase [10] - Resort reported EBITDA for Q2 FY2025 was $459.7 million, including $2.9 million of one-time costs related to the Resource Efficiency Transformation Plan, compared to $425 million in the prior year [10] - The company expects net income for FY2025 to be between $257 million and $309 million, with resort reported EBITDA guidance unchanged at $841 million to $877 million [15][16] Business Line Data and Key Metrics Changes - Season-to-date total skier visits were down 2.5% compared to the previous year, while total lift ticket revenue was up 4.1% [12] - Ancillary business results showed ski school revenue up 3%, dining revenue up 3.1%, and combined retail and rental revenue down 2.9% compared to the prior year [12][86] - The company noted strong ancillary spend per destination guest visit, particularly in Ski School and Dining, despite lower destination visitation impacting overall revenue [7][13] Market Data and Key Metrics Changes - Destination guest visitation at Western North American resorts was below prior year levels, attributed to a shift in visitation patterns to later in the ski season [6] - Local guest visitation was in line with expectations, benefiting from improved conditions compared to the previous year [6] - The company reported strong performance in Eastern U.S. resorts, with non-pass lift revenue up 17.5% driven by improved conditions [82] Company Strategy and Development Direction - The company is focused on enhancing guest experience through investments in capacity, technology, and infrastructure, with a capital plan of approximately $249 million to $254 million for 2025 [23][24] - The Resource Efficiency Transformation Plan aims to achieve $100 million in annualized cost efficiencies by the end of FY2026 [9] - The company continues to prioritize returning capital to shareholders while investing in high-return projects and strategic acquisitions [22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in current conditions and anticipates improved performance for the remainder of the season, driven by a significant base of pre-committed guests and positive lodging booking trends [14][41] - The company acknowledged the normalization of industry demand and the shift in guest behavior towards later spring visits, which has been a long-term trend [42] - Management emphasized the importance of addressing guest feedback and improving the overall guest experience, particularly in light of challenges faced at Park City [46][47] Other Important Information - The company declared a quarterly cash dividend of $2.22 per share, payable on April 10, 2025 [21] - As of January 31, 2025, the company's total liquidity was approximately $1.7 billion, including $488 million in cash [18] - The company repurchased approximately $50 million of its zero percent convertible senior notes, maintaining a strong balance sheet with net debt at 2.5 times trailing 12 months total reported EBITDA [19][20] Q&A Session Summary Question: Can you walk us through the core conditions on the ground? - Management noted that visitation at North American resorts was slightly above prior year levels, with some resorts experiencing normal snowpack conditions, while February visitation contracted as expected [37][38] Question: Is there room for a bigger pivot in narrative regarding core constituencies? - Management acknowledged the need to communicate effectively with guests and address challenges, particularly regarding the Park City experience [46][47] Question: Have you seen any impact from tariffs on visitation trends? - Management indicated no overt reaction to tariffs but continues to monitor visitation trends closely, especially at Whistler Blackcomb [54] Question: What is the current level of commitment to the dividend? - Management reaffirmed commitment to the current dividend level, citing confidence in free cash flow generation [95][96] Question: What areas need work to improve customer satisfaction? - Management highlighted the importance of reducing wait times and enhancing the guest experience through various investments and technology [99][100] Question: What is the outlook for long-term structural margins? - Management expects to increase margins through normal operating leverage and the Resource Transformation Plan, aiming for a margin of approximately 29.3% for FY2025 [106][108]
深度丨福山对话彼得蒂尔:关于经济不平等、政府效率、技术进步和全球化
Z Finance· 2025-03-04 05:22
Core Viewpoint - The discussion highlights the increasing wealth inequality in the U.S., the inefficiency of government, and the stagnation of technological progress, suggesting that these issues are interconnected and may lead to significant societal consequences [2][3][6]. Summary by Sections Wealth Inequality - The disparity between the wealth of the top 1% and the bottom 99% has been growing at an unprecedented rate, potentially surpassing levels seen in the early 20th century [2][3]. - The right-wing has largely ignored this issue, either denying its existence or deeming it unimportant, which is seen as a significant blind spot [2][3]. Government Inefficiency - Government efficiency has deteriorated, with rising expenditures failing to yield proportional improvements in governance [3][4]. - Examples include the prolonged construction times for infrastructure projects compared to historical benchmarks, indicating a decline in operational effectiveness [3][4]. Technological Stagnation - There is a concern that technological progress has slowed since the late 1960s, with significant innovations becoming rare outside of specific sectors like computing and finance [6][7]. - The stagnation in technological advancement is linked to broader economic growth issues, leading to political cynicism and a zero-sum perception of economic competition [7][10]. Globalization's Impact - Globalization has created a "winner-takes-all" environment, adversely affecting the middle class and white-collar workers, particularly through labor arbitrage with countries like China [12][20]. - The benefits of globalization have not been evenly distributed, leading to increased inequality and social unrest [12][20]. Education and Innovation - The education system is criticized for perpetuating a bubble, with many students accumulating debt without securing corresponding employment opportunities [27][29]. - There is a call for a reevaluation of educational investments and a shift towards recognizing non-college career paths as viable options [27][29]. Future Considerations - The discussion raises philosophical questions about the role of government in planning for the future, particularly in the context of technological innovation and economic policy [15][17]. - The potential for long-term societal issues stemming from demographic changes and technological stagnation is emphasized, suggesting a need for proactive policy adjustments [23][24].