点击按钮▲ 预约直播 2025年，由蓝狮子与吴晓波频道联合打造的"百万粉丝博主年度书单"系列直播持续聚 焦各领域具有影响力的博主。我们邀请他们走进直播间，畅谈个人见解、推荐精选书 单，与观众共享阅读的乐趣与智慧启迪。 中国历史是一部大棋局，棋盘历经三千年演变，从先秦分封到隋唐重构，地理与权力的轴心不 断转移；棋手如刘邦、李世民，布局天下，掌控规则；而棋子则包括士族、外戚、宦官等势 力，在博弈中起落沉浮。深入解析历代政治结构变迁，揭示皇帝如何借力打力、权臣如何崛起 又陨落，展现一部真实而深刻的权力运作史，帮助大家更好地理解中国历史背后的深层逻辑。 纪彭 文 / 巴九灵（微信公众号：吴晓波频道） 在6月这个回顾与展望交织的时节，我们迎来了该系列的第四场，关于"当下为什么更应读历 史"主题直播。在这次对话中，我们将深度探讨历史，汲取历史中的成败经验，找到古典智慧对 当下的真正启发。 本次活动特别邀请了三位在历史领域有所成果，并具备相当影响力的博主共同探讨。 国家人文历史新媒体中心副主任纪彭 将探索中国历史棋局，从古至今解析棋盘、棋手与棋子的 演变，揭示权力游戏背后的深层逻辑与规则变迁。 历史学者、作家刘勃 将从《史 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 2025年的世界移动通信世界大会（MWC）上海站，一场关于eSIM未来发展的重要峰会吸引了全 球产业界的目光。随着人工智能时代的全面到来，eSIM正站在一个全新的历史节点上，从过去的 渐进式发展转向即将到来的爆发式增长。 GSMA产品总监李浩然在峰会开幕致辞中透露的最新数据显示，全球eSIM产业正在经历前所未有 的快速发展期。自2013年eSIM技术萌芽以来，经过十多年的技术积累和市场培育，特别是从2022 年开始，eSIM产业呈现出更加迅猛的增长态势。截至目前，全球已有超过240个区域运营商部署了 eSIM服务，这一数字虽然令人鼓舞，但距离GSMA设定的"全球所有手机终端、所有IoT终端都支 持eSIM"的宏伟愿景仍有很大空间。 更为重要的是，消费者对eSIM技术的认知和接受度正在快速提升。根据GSMA最新调研数据，约 50%的消费者已经知晓eSIM技术的存在，其中20%的用户了解如何在手机中使用eSIM功能。特别 值得关注的是，在国际旅游场景中，eSIM技术展现出了巨大的应用潜力——50%的受访者表示如 果知道可以使用eSIM进行旅游通信服务，他们愿意尝试这一技术 ...

Core Viewpoint - The "Farmer's Circle" platform, developed by the Guangdong Provincial Department of Agriculture and Rural Affairs, effectively addresses the scientific fertilization needs of farmers in rural areas, providing timely expert advice and support through a digital service model similar to "Didi" [19][20][39]. Group 1: Platform Overview - "Farmer's Circle" is a public welfare agricultural technology service platform that connects farmers with agricultural experts, allowing farmers to place requests online while experts respond offline [19][20]. - As of May this year, the platform has recorded 58,690 service instances, covering a distance of 1.02 million kilometers and assisting 216,063 individuals with 67,309 problem resolutions [24][29][30]. Group 2: Impact on Farmers - Farmers in Shaoguan's Fuxi Town have benefited from the platform, receiving immediate guidance on fertilization issues, which has significantly improved their agricultural practices [5][6][18]. - The platform has enabled farmers to understand and apply scientific fertilization techniques, leading to better crop management and increased confidence in their farming decisions [18][37]. Group 3: Expert Involvement - Experts from various agricultural institutions, including Zhongkai University of Agriculture and Engineering, have provided detailed and practical measures for scientific fertilization, emphasizing the importance of precision in fertilization management [32][33]. - The collaborative efforts of experts and the platform have created a clearer direction and stronger support for farmers in their agricultural endeavors [37][39].

Core Insights - The article highlights the dynamic economic vitality of Bao'an, Shenzhen, illustrated by the opening of an IKEA store and the successful launch of a local company, Yingshi Innovation, on the STAR Market, showcasing Bao'an's unique connection to the global consumption chain [1][10]. Group 1: IKEA's Strategy - IKEA has shifted its traditional strategy by opening smaller stores in shopping centers closer to young consumers, exemplified by the 1,455 square meter store in the Daqianli Shopping Center, which features six lifestyle display areas and over 1,000 popular home goods [2][6]. - This approach reflects a deep understanding of Bao'an's unique consumer potential, targeting local young families [6]. Group 2: Demographics and Market Potential - Over the past decade, Bao'an's resident population has surged by over one million, creating a consumer market exceeding 5 million, with 50% of the population aged between 14 and 35, indicating strong demand for fashionable and quality home products [7]. - The proximity of the IKEA store to Shenzhen Bao'an International Airport, approximately 10 kilometers away, enhances efficient delivery and responsiveness to local consumer needs [7]. Group 3: Economic Growth and New Developments - Bao'an ranked second in Shenzhen for total retail sales last year, attracting 107 new stores of various types [10]. - Upcoming projects include the world's largest indoor snow center and the first Sam's Club in Bao'an, indicating a shift from traditional retail to experience-driven consumption [10][12]. Group 4: Yingshi Innovation's Success - Yingshi Innovation's X5 panoramic camera saw a 285% increase on its first day of trading, reflecting global capital's recognition of "Bao'an technology" [14]. - The company's successful overseas crowdfunding and sales strategies have positioned it as a leader in the global market, with 23 products holding the number one market share globally by the end of 2024 [14][16]. Group 5: Innovation Ecosystem - The article emphasizes the importance of an innovation ecosystem in Bao'an, which is fostering a continuous connection with the world through a model of "importing technology and exporting solutions" [20][22]. - Bao'an is developing into a benchmark city for open scenarios, adding over 100 new open scenarios annually, which accelerates local enterprise growth and attracts global innovation elements [20][22].

Investment Rating - Semiconductor industry maintains a strong market rating [1] Core Insights - The report highlights the rapid penetration of AI applications at the edge, driven by technological innovations that promote hardware upgrades [5][9] - The integration of AI-enhanced SoCs with NPU and reconfigurable computing units is breaking traditional processor efficiency bottlenecks, enabling real-time inference and decision-making capabilities at the edge [2][9] - Audio is emerging as a primary information dimension for AI applications, with AI-enhanced audio models driving product innovation [10][15] Summary by Sections Processing: Edge Intelligence Drives NPU Adoption - The widespread application of NPUs is being propelled by edge intelligence, with low power consumption making them ideal for edge devices [2][32] - NPU architecture is evolving alongside AI algorithms and application scenarios, enhancing performance in tasks like facial recognition and voice recognition [32][41] Connectivity: Wireless Communication as the Main IoT Implementation Method - The demand for edge connectivity in IoT is growing, leading to the expansion of local wireless connection technologies such as WiFi, Bluetooth, and ZigBee [2][73] - The integration of various wireless technologies enhances device functionality and application scenarios, allowing for flexible communication methods based on specific needs [73][74] Edge Applications: AI's Core is Upgrading User Experience - The shift of AI development focus towards end devices is creating a strong demand for intelligent perception and natural dialogue across multiple modalities [2][9] - AI technologies are being integrated into devices like smart glasses, headphones, and smart speakers, significantly enhancing user experience [9][10] Investment Recommendations - The report suggests focusing on companies like Rockchip, Allwinner Technology, Hengxuan Technology, and others, as the demand for edge AI computing in low-power devices is expected to rise significantly [2][9]

Core Viewpoint - Bank of America has lowered Qualcomm's target price from $245 to $200, citing short-term challenges due to slowing smartphone market growth, but maintains a "buy" rating due to Qualcomm's long-term growth potential in emerging sectors like IoT, automotive, and AI [1] Smartphone Market Challenges - Qualcomm's core business, smartphone chips, which account for 73% of QCT revenue, is facing growth pressure as the smartphone market nears its peak with a lack of significant growth catalysts [2] - The contribution of Apple to Qualcomm's QCT mobile business is expected to decline from 13% in 2025 to 6% by 2027, creating a difficult gap to fill [2] - Increased competition from Huawei and Xiaomi, along with a rising risk in the Chinese market, is anticipated to impact Qualcomm's smartphone business negatively [2] Growth in IoT and Automotive Electronics - Despite challenges in the smartphone sector, Qualcomm's performance in non-mobile areas is strong, with IoT and automotive electronics emerging as key growth drivers [3][4] - The non-mobile business is projected to have a compound annual growth rate (CAGR) of 20% from 2024 to 2029, with AI PCs expected to significantly contribute to IoT revenue [3] - Qualcomm aims to achieve $8 billion in automotive revenue by fiscal year 2029, with a projected CAGR of 22.5% over the next five years [4] Attractive Valuation and Long-term Strategy - Qualcomm's current price-to-earnings ratio is 12, below the historical average of 15-18, indicating attractive valuation [5] - The company is diversifying its business to reduce reliance on smartphones, actively investing in high-growth areas such as automotive, IoT, AI PCs, and data center connectivity [5]

以下文章来源于无冕财经 ，作者无冕财经团队 无冕财经 . 奉守"专业主义，内容为王"，为优质的商业阅读而生。多次获评"年度财经自媒体"，入选胡润百富"广 州最值得投资的企业"榜单50强，广州市新阶联自媒体分会副会长单位，入驻全网20多个平台，覆盖 1000万+商务人群，中国财经新媒体的中坚力量之一。 来源|无冕财经 作者|海棠葉 编辑|陈涧 华尔街的资本猎人们正为一场罕见的"逆向豪赌"疯狂加注。 小红书估值三个月内从260亿美元窜升至350亿美元（约2500亿人民币），老股东却攥紧股份不肯 松手，任由报价炒到历史峰值。 更吊诡的是，撑起这场估值狂欢的，少不了被视为"倒退"的战略转身：拆掉自建电商的高墙，把流 量闸门重新转向阿里、京东。 6月16日，资本市场继续上演着魔幻一幕：12.14亿主力资金涌入，小红书概念上涨3.05%。 用户点击笔记跳转第三方平台的"回头路"，竟成了比自建电商更性感的资本故事。 市场在观望，80%营收依赖广告的现实下，小红书这场赌局，究竟是IPO前的资本魔术，还是破解 困局的规则重写。 01 极具悬念的商业命题 时隔数月再度聚焦，小红书估值迎来爆发式增长。 据彭博社披露，金沙江创投一份 ...

编译丨王聪 编辑丨王多鱼 排版丨水成文 促炎细胞因子是炎症性疾病的关键介质，在转录和转录后等多个层面受到严格调控，以避免不必要的炎症反应并维持体内平衡。促炎细胞因子的转录调控在很大 程度上受先天免疫信号通路和转录因子协同激活的调节，其中，翻译后修饰和表观遗传修饰发挥着关键作用。此外，RNA 结合蛋白 （RBP） 通过 RNA 剪接、修 饰、核输出、翻译和降解，在先天免疫反应和炎症的转录后调控中发挥关键作用。然而，多功能 RBP 介导特定促炎细胞因子翻译调控的机制仍需进一步研究，以 全面了解免疫系统的稳态和功能障碍。 泛素 对蛋白质的修饰在稳态调节和免疫反应中发挥着关键作用，包括炎症性疾病。已有数种 E3 泛素连接酶被报道在调节先天免疫反应和炎症方面发挥关键作 用，其机制是通过直接结合并修饰其底物来实现的。然而，对于含有 RNA 结合基序的 E3 泛素连接酶 （E3-RBP） ，它们是否能够结合特定的 mRNA 并在 mRNA-蛋白复合物中发挥 E3 泛素连接酶活性以调控炎症反应，仍需进一步阐明。 2025 年 6 月 16 日 ， 中国医学科学院系统医学研究院 / 苏州系统医学研究所 及 海军军医大学免疫与炎 ...

Core Insights - Urban renewal is a comprehensive activity aimed at transforming the physical layout, functional systems, and industrial structures of cities, which is essential for promoting high-quality urban development and meeting the needs of citizens [1] - The comfort and livability of urban environments are increasingly influencing young people's decisions to settle in cities, with smaller cities showing strong appeal due to favorable living conditions and talent-friendly policies [2][3] - Emotional connections within urban settings play a crucial role in shaping cultural identity and community engagement, enhancing social cohesion and attracting young talent [5][6] Group 1: Urban Renewal and Youth Attraction - Urban renewal enhances the livability and comfort of cities through spatial restructuring and functional re-creation, which boosts the efficiency of human capital accumulation [2] - The "57 Cities Comfort Index 2024" indicates that cities in the Yangtze River Delta excel in living environment assessments, attracting young talent through controlled living costs and improved transportation [2] - The trend of "reverse centralization" is evident as the proportion of college graduates settling in lower-tier cities has increased from 2019 to 2023, reflecting a shift in focus from traditional major cities [2] Group 2: New Industry Ecosystem and Youth Roles - Urban renewal leads to the emergence of new industrial ecosystems, transforming old factories into art parks and traditional malls into smart commercial spaces, thus providing new opportunities for youth [4] - The evolution of these ecosystems creates new job roles such as operation engineers and customized travel photographers, which require both specialized and collaborative skills [4] - Young people are transitioning from mere participants in industries to co-builders of ecosystems, leveraging their digital-native advantages to adapt to the demands of the digital economy [4] Group 3: Emotional Connections and Cultural Identity - Emotional connections are fundamental to urban renewal, enhancing community participation, cultural preservation, and social harmony [5] - The preservation of spaces that embody collective memory fosters a sense of belonging among both new and existing residents, contributing to social cohesion [6] - Future urban renewal efforts should prioritize emotional dimensions to provide psychological support and identity recognition for youth, creating modern urban communities [6]

Group 1 - The event "2025 Vitality West Bank: From Urban Renewal to Living Model" was successfully held, focusing on the development of a world-class central vibrant area in Xuhui District, Shanghai [1] - Over 60 industry representatives attended the event, discussing the concept of a "7×24-hour lifestyle showcase" in the West Bank [1] Group 2 - WeWork China's Shanghai and new first-tier cities general manager highlighted the importance of "vitality" in the West Bank, noting that 35% of member companies are from the technology sector and 30% from arts and education [3] - WeWork China has established partnerships with companies like Ruian Office and NIO, connecting nearly 100 collaborative office spaces [3] - The operational team and local enterprises have significantly improved the dining experience in the West Bank, transforming it from a challenge to a bustling area with long queues even on weekdays [3]