Core Viewpoint - Weibo's Q1 2025 financial report shows stable performance with total revenue of $396.9 million, exceeding Wall Street expectations, but faces challenges in advertising revenue due to decreased contributions from gaming and mobile sectors [1][2] Financial Performance - Total revenue for Q1 2025 was $396.9 million, approximately 2.883 billion RMB, with adjusted operating profit of $129.5 million, about 943 million RMB, surpassing market expectations [1] - Advertising and marketing revenue remained flat at $339 million year-on-year, while revenue excluding Alibaba's contributions fell by 6% to $296 million [1] - Value-added services revenue grew by 2% to $57.7 million, driven by an increase in membership services [1] - Monthly active users reached 591 million, with daily active users at 261 million by the end of Q1 [1] Business Dynamics - Weibo's differentiation as a content platform relies heavily on its "hot search" feature, maintaining its competitive edge in public discourse and influence [2][3] - The launch of "Zhisu" indicates Weibo's efforts to integrate AI into its platform, aiming to enhance user experience and adapt to the evolving internet landscape [2][6] Hot Search Insights - In Q1 2025, Weibo recorded 43,000 hot search entries, averaging 14,000 per month, a 20% increase year-on-year [3] - Entertainment topics dominated the hot search landscape, with significant entries related to films and social issues [3][4] - The platform's ability to set agendas and influence public discussions remains strong, despite competition from other social media platforms [4][5] AI Integration and Future Prospects - "Zhisu," launched in early 2024, has seen a 300% increase in monthly active users by March 2025, becoming the fastest-growing AI application plugin [6][8] - The product focuses on processing unstructured information and emphasizes the credibility of opinion leaders, enhancing the search experience [9] - Despite its success, "Zhisu" faces challenges regarding user privacy and data security, which need to be addressed as its user base expands [11][12] Conclusion - Weibo's strategy of leveraging its content ecosystem and integrating AI through "Zhisu" positions it well for future growth, but it must navigate the complexities of user privacy and competition from emerging platforms [13][14]

Core Viewpoint - The emergence of "famous scenes" in artistic creation reflects an increasing media awareness and user consciousness, but it also leads to a disconnection in overall artistic expression and the creation of "famous scenes" for the sake of it [1][3]. Group 1: Characteristics of "Famous Scenes" - "Famous scenes" are defined as classic segments in films and dramas that possess strong dissemination power and memorability, contributing significantly to the success of characters and works [1][2]. - The phenomenon of "famous scenes" is prevalent across various media, including stage performances and short videos, where creators attempt to replicate the success of classic scenes [1][2]. Group 2: Impact of Media Trends - The rise of "famous scenes" is a response to new trends in media technology and changes in cultural consumption, driven by the fast pace of life and fragmented leisure time, making attention a scarce resource [2][3]. - The efficiency of dissemination has become a key indicator of a work's influence, with "famous scenes" serving as critical points for engagement and virality [2]. Group 3: Narrative Innovation - "Famous scenes" reflect narrative innovation in popular art, catering to audiences' decreasing patience for traditional storytelling and the growing trend of "speed-watching" and "speed-reading" [2][3]. - The creation of "famous scenes" often involves breaking down narratives into visually intense, emotionally charged segments to meet audience expectations [2]. Group 4: Challenges and Misconceptions - The focus on "famous scenes" can lead to a disconnect where segments gain popularity independently, while the overall work may lack substance, resulting in a phenomenon described as "having lines without a story" [3]. - Some creators may design "famous scenes" based on data analysis, detaching them from the narrative, which can lead to a sense of artificiality and formulaic content [3]. Group 5: Artistic Integrity - Ultimately, "famous scenes" serve as a crucial interface between artistic works and audiences, necessitating a balance between market responsiveness and artistic integrity [4]. - The aspiration is to create substantial works that support memorable "famous scenes," contributing to a vibrant cultural landscape that reflects contemporary artistic expectations [4].

Core Insights - iQIYI has rebranded its fast version app to "iQIYI Micro Short Drama," becoming the first long video platform in China to launch an independent micro short drama application, responding to the growing demand for "short and refined" video entertainment [1] - CEO Gong Yu highlighted the challenges of long dramas, stating that only 30% to 40% of the 100 dramas produced are profitable, indicating a high risk of loss in the long video segment [3][6] - iQIYI plans to reduce the number of dramas produced and focus on high-quality content, a strategy previously implemented in 2021 to achieve profitability [5][8] Company Strategy - The company aims to adapt to changing viewer preferences by reducing the number of episodes in dramas, with a consensus among major platforms to limit series to 12 episodes if they do not air by the end of the year [8] - iQIYI's introduction of the "Jump Watch" feature is a response to the declining average attention span of users, which has dropped from 2.5 minutes in 2004 to 47 seconds in 2021 [10] - The company is positioning itself to compete with short video platforms by differentiating its offerings, with the iQIYI app focusing on paid long videos and the iQIYI Micro Short Drama app targeting free micro dramas through an ad-based revenue model [12] Industry Context - The long video industry is facing significant challenges, with over 50% of dramas reported to be unprofitable, prompting a shift in strategy among platforms to focus on shorter, more engaging content [12] - The rise of short dramas is seen as a necessary evolution for long video platforms to reclaim user attention lost to social media and short video platforms [10][12] - The competition for user attention has intensified, with the concept of "attention economy" becoming a critical factor in content strategy for video platforms [10]

在上海工作的00后白领王可，最近发现自己陷入了一种挣扎：每天坐在工位上，用手机刷完上百条社媒热点，往微信收藏夹丢了几十篇深度长文，准备"稍 后再读"，可一周下来完整读完的文章不超过5篇。下班后习惯性地躺在出租屋里，她的手指机械地划过一条条短视频，有天饶有兴致地花5分钟看完了《百 年孤独》解说，她突然问自己，"连布恩迪亚家族七代人的名字都没记全，怎么就看完了一本书？"她尝试去读原著，逼自己读了十几页，实在坚持不下去。 这种无力感普遍弥漫在年轻人群体，背后则是当下年轻人"文化体力"正在慢慢衰退。"文化体力"是近年来互联网流行的一个新词，意思是人们在工作之余， 进行严肃阅读、艺术欣赏等文化活动所需的精神能量储备。 就像肌肉需要锻炼才能承受重量，大脑也需要持续的深度刺激，才能保持对复杂内容的耐受力和专注力。但在算法编织的信息茧房里，这种能力正以肉眼可 见的速度流失—— 一份调查报告显示，2023年我国成年国民人均每天阅读23.38分钟，而接触手机106.52分钟。习惯碎片化信息的大脑，面对千字以上的文字就自动"宕机"。 人们渴望恢复"文化体力"，本质上是对"大脑空心化"的抵抗。长时间的空虚感，倒逼年轻人寻找更有质量的 ...

文 / 袁一音 4 月 9 日，广告行业迎来重磅收购，在竞争多年之后，梯媒赛道霸主分众传媒斥资 83 亿元收购梯媒另一头部玩家新潮传媒，创下 中国户 外媒体并购案史上 数额之最。 电梯的优势 近些年，许多爆款品牌和营销语，如儿歌轰炸的妙可蓝多、霸屏的简醇零蔗糖酸奶，登顶童鞋品类的泰兰尼斯，都借助了电梯场景这个超 级加速器，成为经典案例。 走进任何一座写字楼的电梯，白领们都会放下手机，抬头凝视这些广告。这不是偶然，而是现代人对抗信息焦虑的一种本能选择。 凯度的研究揭示了一个反直觉的真相：在号称万物互联的时代，电梯这个物理空间竟实现了 79% 的触达率，比精心设计的互联网广告高出 数倍。这并非算法推演的虚拟覆盖，而是 5 亿都市人群每日必经的真实轨迹交汇。 整个广告界陷入哗然 —— 83 亿，几乎可以把中国的公交车广告、候车亭广告、机场广告、地铁广告、高铁广告五大户外广告龙头全部收 购，为何分众却只买了一个同赛道的新潮？ 实际上，这场收购，不仅意味着线下流量版图重构，更揭示了广告行业的底层逻辑裂变 ——在互联网平台陷入"精准内卷"时，梯媒的"饱 和攻击 + 社会共识"正在成为品牌跳出流量竞争的关键。 今天，我们就 ...

"由多巴胺驱动的短期反馈循环正在摧毁社会运转的方式。" 文 丨 曾梦龙 编辑 丨 钱杨 2007 年，乔布斯发布 iPhone 时，没人预想到智能手机会成为人类有史以来采用速度最快的技术。 技术史学者一般认为，一项技术的普及率从 40% 增长到 75% 是一个重要标准。在美国，电力和电话 完成这个普及跃升花了超过 15 年，个人电脑和互联网花了 10 年，电视花了 5 年，而智能手机仅仅只 用了 3 年。 过去，电话是通信设备、电脑是生产力设备、电视是娱乐设备、报纸是阅读设备，但智能手机集成了 所有功能，也攫取了所有设备背后的商业模式——注意力经济。 目前，中国人每天花在数字媒体上的时间约为 6 小时，是 7 年前的两倍。美国人更为夸张，每天平均 使用时间在 11 到 13 小时，每个美国家庭的联网设备平均有 25 台。 这意味着巨大的商业价值。因为用户停留时间越长，意味着看的广告越多，消费的可能性越高。而 且，现在广告花样繁多，例如一些广告隐藏很深，不认真分辨看不出是广告；一些广告是突然出现、 防不胜防；还有一些广告是用户无意识就被诱导点开。 即使平台给了用户返现、金币、红包、优惠券等奖励，但那只是诱饵，总 ...