未经许可，不得转载或者引用。 投资要点 AI时代是【产品为王】不是【流量为王】！ 【流量为王】是PC/移动互联网时代的产物。 PC增强了人类的计算能力，手机增强了人类的连 接能力，移动互联网的本质是连接， 企业的盈利取决于三个层面： 1）用户规模越大则网络效 应越强；2）获客成本越低越好；3）变现渠道越多元越好，距离支付越近越好。因此最终移动 互联网时代的龙头公司都不满足单一产品而是建立生态护城河， 最终目的是让用户留在自己的 生态里面。 【产品为王】或是AI+时代的新产物。 【智能体Agent】是AI时代终端的通用名词，未来在各 个子领域预计会诞生不同类型的智能体，但 具备共同的特征：帮助人类完成单一或多个任务， 而且是语音交互方式不再是移动互联网时代的触控方式。 互联网时代终端的价值与留住用户的 时间成正比，而 AI时代智能体的价值与帮助人类完成任务复杂度成正比 ，因此互联网时代 看"用户数"最重要，AI时代看"单个智能体创收价值"最重要。而AI智能体创收能力差异取决于 【算法能力强弱+调用算力的能量+数据闭环能力】。 智能车是被忽视的AI时代革命性终端！ 智能车为何被忽视？思维方式的错位导致： 1）互联 ...

Core Viewpoint - The article highlights the issue of "pseudo-experts" in agricultural technology on short video platforms, who mislead farmers into purchasing ineffective or harmful products, emphasizing the need for better regulation and oversight from these platforms [4][6][7]. Group 1: Pseudo-Experts and Their Impact - Farmers have been misled by so-called "agricultural technology experts" on short video platforms, resulting in the purchase of ineffective products like a "special insecticide" that turned out to be a water-soluble fertilizer using another company's registration number [5][6]. - The proliferation of pseudo-experts undermines the credibility of genuine agricultural technicians, leading to confusion among farmers about whom to trust for accurate agricultural advice [10][11]. Group 2: Platform Regulation Failures - The platforms exhibit a severe lack of content regulation, allowing pseudo-experts to spread misinformation and promote substandard agricultural products without proper oversight [8][12]. - The algorithms used by these platforms prioritize engagement over accuracy, enabling pseudo-experts to gain more visibility than qualified professionals, which exacerbates the problem [16][18]. Group 3: Consequences of Misinformation - The promotion of ineffective agricultural products can lead to significant agricultural damage, such as crop failures and pesticide residue issues, which harm market reputation and consumer health [14][15]. - The article argues that the platforms should bear responsibility for the consequences of promoting these harmful products [15]. Group 4: Recommendations for Improvement - It is crucial to establish a verification system for self-proclaimed experts and improve the review mechanisms for agricultural products listed on these platforms [20][21]. - The recommendation includes optimizing algorithmic recommendations to favor certified experts, thereby cutting off the profit chain for pseudo-experts [23][24].

Group 1 - The 2025 Shanghai Auto Show showcased a shift from "traffic-driven" marketing to a focus on technology and product capabilities, reflecting a more rational approach in the automotive industry [4][5][6] - The Ministry of Industry and Information Technology's regulations on smart driving advertising have led to a more cautious and safety-oriented promotion of intelligent driving technologies [4][5] - The emergence of domestic supply chains has been highlighted, with over 50 domestic and international parts suppliers participating prominently in the exhibition, indicating the rise of China's automotive supply chain [9][10] Group 2 - The acceleration of localization in smart driving technology was evident, with both domestic and foreign companies collaborating to adapt technologies to the unique conditions of Chinese roads [5][6][7] - Major foreign automakers, including Mercedes-Benz, BMW, and Toyota, showcased their electric vehicles prominently, signaling a commitment to the electric vehicle market in China [7][8] - The introduction of flying cars and humanoid robots at the auto show indicates a potential new focus area for the automotive industry, expanding the scope of competition and future mobility solutions [10] Group 3 - The presence of nearly 50 well-known technology, semiconductor, and chip companies at the supply chain exhibition reflects the growing importance of chips in the automotive sector, particularly in the context of electrification and intelligent driving [11][12] - Despite the optimistic developments observed at the auto show, challenges remain, particularly regarding the financial capabilities of domestic supply chain companies to keep pace with rapid technological advancements [12]