今天听了一些其他行业的创始人 / 成功人士的访谈 & 播客，发现有很多思维模式还是互通的最核心的因素是风口 + 运气，抓住了红利期，然而目前看来找到风口这件事没有太多通法，大部分原因是机缘巧合就好像电商时期，拼多多颠覆了速卖通的过程中也有不少人吃到红利：平台刚起来的时候是商家最容易赚钱的时候，流量不花钱，商家竞争小而不抽离原有体系的原因是对原有的老旧体系心存幻想，在一个领域的沉没成本过高时，很难克服人性改道去新的领域更抽象化的底层思维还是理性人对机会成本的理解 ...

放在以前，暑期档向来是一年里新品战况最为惨烈的时段，但对比2024，今年大家那股针尖对麦芒的火药味反倒收敛了不少。 从今年49家厂商放出的59款产品来看，即便2025暑期档依旧大作扎堆，可相较于去年同期的《三角洲行动》《绝区零》《燕云十六声》《黑神话：悟空》 等一众爆款，今年暑期档的确少了一些能够"一锤定音"的产品。 究其原因，我认为这跟2024年游戏行业"研发收缩"的趋势离不开关系——据游戏那点事统计，2024年大概有7成（67.6%）的上市游戏公司降低研发费用。 如果把这批厂商合起来算，那平均每家的研发支出更是有着2成（20.79%）的同比减少。 好在，24年的"研发收缩"趋势对25年市场大盘的影响存在一定滞后性，如果现在我们把目光拉回到2025年这59名暑期档"选手"，就不难发现其中仍有不少 具备爆款相的潜力新游。 借此机会，我们也来好好唠一唠2025年的暑期档，看看都有哪些产品能够在这个"游戏小年"突出重围。 | | | 2025年暑期档新品 | | | | --- | --- | --- | --- | --- | | | | | | 整理及制图:游戏那点事 | | 厂商 | 产品 | 游戏类型 | ...

智通财经记者 | 赵晓娟 智通财经编辑 | 牙韩翔 在创立10年之后，意式冰淇淋品牌"野人先生"终于等到了风口。 智通财经获得的信息显示，目前，该品牌的门店数量已经突破了900家。而今年2月，它的门店还只是 400家。这意味着野人先生在5个月的时间里就猛开了500家，也是这个品牌10年以来开店速度之最。截 至发稿，野人先生未接受智通财经的采访请求。 目前，野人先生在北京门店约110家，上海门店数量约为125家，江苏、浙江分别有98、77家。而智通财 经从野人先生小程序的门店城市列表看，该品牌已经进入全国98个城市，包括邢台、鞍山、济宁、恩施 等地市级城市。 野人先生的门店多位于购物中心，相对于咖啡和茶饮，其主打的意式冰淇淋属于一个相对空白的市场。 意式冰淇淋又称Gelato，区别于其他冰淇淋，它的制作过程中使用的原料相对更天然，例如天然鲜奶、 坚果及时令水果等等。此外，在搅打中不额外加水，口感也更绵密。 目前市场上较多的意式冰淇淋门店多是独立品牌，像野人先生这样的连锁品牌较为少见。 而野人先生事实上是由"野人牧坊"更名而来。根据其创始人崔渐为此前在公开采访中的说法，他与冰淇 淋产业结缘始于2007年，当时他在 ...

以下文章来源于黄青春频道 ，作者黄青春Youth 黄青春频道 . 看清流量迁徙的切面 于是， 一场全民参与的"荣誉保卫战"，让《羊了个羊》达成"50 万本金半年流水破亿"的传说。 在此之后，2023 年的《咸鱼之王》、2024年的《寻道大千》《抓大鹅》《向僵尸开炮》《无尽冬 日》、2025 年的《三国冰河时代》《雷霆战机》《英雄没有闪》，无不依托微信庞大的社交关系链 风靡一时。 当然，这场全年龄层渗透的小游戏风潮也带动了商业化的爆发——DataEye 研究院基于小程序游戏国 内买量消耗、买量参投情况、备案新增产品情况、大厂内测产品布局情况综合判断， 预计 2025 年 小游戏市场规模或高达 610 亿，较七年前涨了 10 倍。 有意思的是，一边是小游戏节节攀高的游戏流水，一边是玩家吐槽小游戏频繁跳出的广告——玩家通 过朋友圈广告进入 A 小游戏，为获取游戏道具观看 B 小游戏广告（素材时长一般为 15 秒至 60 秒）；观看时误点进入 B 小游戏，为获取道具又被迫观看 C 小游戏广告—— 以此循环，玩家单个小 游戏没玩多久，倒是把小游戏最热门品类挨个体验了一遍，被动吃下了小游戏广告"全家桶"。 出品｜虎嗅黄青 ...

头图｜视觉中国 当聒噪的短剧让年轻人直呼上头时，一个更隐秘的风口正让网友们无法自拔——过去一年，微信小游戏 用户体量飙至 10 亿，再加上紧随其后的抖音、快手、支付宝、B 站等分发渠道，小游戏正成为统治全 网的"杀时间利器"。 犹记得，2022 年《羊了个羊》击穿朋友圈时，想要激怒好友只需轻轻问一句：你通关了吗？彼时， 《羊了个羊》通关率不到 0.1%，多少个不服输的小年轻都被整破防过，笔者也曾头铁试了几十次无法 通关后，半夜因为给北京拖后腿辗转难眠。 出品｜虎嗅黄青春频道 作者｜商业消费主笔 黄青春 一位从业 15 年的独立游戏人一针见血指出，《羊了个羊》的成功很大一部分要归功于反其道刺激（大 幅提升难度）玩家的压力阈值，"以往消除类游戏强度都不高，但《羊了个羊》兼具休闲性与挑战性， 通关身份标识加上省份排名，无疑会让玩家压力释放同时获得更大的自我实现感。" 于是，一场全民参与的"荣誉保卫战"，让《羊了个羊》达成"50 万本金半年流水破亿"的传说。 在此之后，2023 年的《咸鱼之王》、2024年的《寻道大千》《抓大鹅》《向僵尸开炮》《无尽冬 日》、2025 年的《三国冰河时代》《雷霆战机》《英雄没有闪》， ...

Core Insights - The community group buying model, once favored by capital, is facing decline as major players withdraw from the market, leading to speculation about its sustainability and the rise of instant retail as a new battleground [1][3][4] - Instant retail is emerging as a response to consumer demand for immediacy, with major companies like Meituan, JD, and Alibaba investing heavily to capture a share of this trillion-yuan market [1][6][11] Community Group Buying - Community group buying combines online ordering with offline pickup, aiming to reduce costs by eliminating intermediaries and lowering logistics expenses [2] - The model saw massive capital influx starting in late 2020, with companies like Meituan and Pinduoduo offering substantial subsidies to attract users, leading to unsustainable growth [2][3] - The decline is attributed to overestimation of market potential, underestimation of costs, and low customer loyalty due to reliance on price-sensitive consumers [3][4] Instant Retail - Instant retail focuses on meeting the immediate needs of consumers, offering delivery within 30 minutes, and is projected to exceed 1 trillion yuan by 2025 [6][11] - Major players are establishing clear strategies in instant retail, with Meituan leading the market, followed by Alibaba and JD, all leveraging their logistics and supply chain strengths [6][7][9] - Instant retail addresses real consumer demand for speed and convenience, particularly in fresh produce and daily necessities [6][11] Challenges and Opportunities - Instant retail faces challenges such as high delivery costs and low profit margins, similar to community group buying, with intense competition leading to price wars [8][10] - The market is expected to consolidate, with smaller retailers struggling to survive, while larger chains may expand through acquisitions [9][10] - To thrive, instant retail platforms must focus on optimizing supply chains, enhancing service quality, and shifting towards higher-priced offerings to improve margins [11][12]

Group 1: Core Concepts - The establishment of "Central Mother Joint Family Office" aims to reconstruct the wealth ecosystem in the context of a shifting global order and the rise of Asia [4][22] - The focus is on creating a wealth network that is independent of Western-centric models, emphasizing the idea that "Asia is for Asians" [7][22] - The office seeks to address the deep-seated anxieties of the second generation of wealthy families, providing guidance and support for their growth [8][22] Group 2: Investment Philosophy - The investment philosophy has evolved through three stages, culminating in the "AI+3" strategy, which emphasizes the importance of AI and future-oriented investments [11][12] - The strategy includes a focus on gold as a safe-haven asset, particularly in the context of ongoing geopolitical tensions [10][12] - The "AI+3" strategy also highlights the importance of ETFs, gold investments, and support for specialized small and medium enterprises [12] Group 3: Macro-Economic Insights - The ongoing geopolitical conflicts and economic shifts are seen as the beginning of a new world order, fundamentally altering traditional investment logic [9][22] - The current environment is characterized by a "triple resonance" opportunity for Hong Kong, with policies aimed at enhancing its role as a financial hub [14][15] - The potential for Hong Kong to surpass Singapore as a dual-currency financial center is anticipated, driven by increased liquidity and favorable policies [15][22] Group 4: Future Outlook - The long-term vision for family offices and the investment market includes a shift towards "commercial benevolence," with a growing emphasis on social impact in investments [22] - The influence of Asian family offices is expected to increase, with a focus on political awareness, technological understanding, and the ability to pass on values [22] - The current era is viewed as both challenging and an awakening opportunity for the younger generation to redefine wealth and legacy [22]

最近行情，像不像一锅温水？表面平静，但底下已经开始翻腾。你可以不敏感，但主力已经在抢位置 了。 这一周的消息面密集得离谱： 1：伊朗突然空袭以色列港口，地缘局势升温，黄金、军工、石油都有动作； 2：巴黎航展大单频出，低空经济、航空制造链一呼百应； 3：华为开发者大会敲定，盘后消息刺激鸿蒙、AI PC，芯片、算力再被点火； 4：印花税数据暴跌9成+，减税预期又被市场拿出来炒； 5：跨境支付互联互通消息落地，有人在说"人民币版Swift来了"； 6：中报炒作预热中，资金在押注那些一季报暴涨+有题材的。 热点拆解：比如这波低空、 AI芯片、稀土的逻辑深挖 风控提醒：什么不能做，什么时候该空仓 还有一点，更多不能写明的内容，只能在那边讲 如果你仔细观察，会发现：盘面越来越不像存量博弈，而像在酝酿 "新一轮局部主升浪"但，这种主升 浪，和你印象中那种"大牛市"不同。 它更像是：战术性行情，结构性爆发，以新为主线的风口轮动，说白了，不适合闭眼重仓，但特别适合 有战法、有策略、有执行的人。 所以我专门开了个新窝。因为老地方太吵，太多人在赌反弹、追热点，我想换个地方，把主升浪的节奏 讲清楚，有兴趣的朋友可以关注我下面公众号！ ...

【深圳商报讯】（记者周良成）一场地方足球联赛正在资本市场掀起前所未有的热潮。自5月28日"南京 发布"公众号以《"比赛第一，友谊第十四"》为题"玩梗"出圈以来，"苏超"（江苏省城市足球联赛）已 从单纯的体育赛事跃升为现象级商业IP。如今，"苏超效应"的火爆已催生多只股票股价大幅上涨。 江苏银行作为"苏超"总冠名商，在6月17日盘中涨至11.79元/股，创历史新高。截至收盘，江苏银行总市 值突破2136亿元。今年以来，江苏银行股价上涨22.35%。 据Wind数据显示，截至6月17日，江苏省共有707家上市公司，数量位居全国第三，仅次于广东省和浙 江省。数据显示，目前广东884家上市公司中，涉及体育产业以及文旅产业的不足5%，这一结构性缺口 或许正预示着新的投资机会。 一位体育产业分析师指出，"作为经济特区，深圳或可从'苏超'模式中吸取经验。深圳可参考'苏超'的'5- 10元低价票+城市对抗叙事'模式，牵头打造粤港澳大湾区IP赛事。随着'苏超'效应的持续发酵，目前资 本市场正在重新评估体育产业、文旅产业的价值边界，这或是资本市场新风口。" 据同花顺数据，从5月28日"南京发布"玩梗掀起"苏超"流量狂欢算起，截至 ...

Group 1 - The investment market is experiencing a recovery, with some first-tier market practitioners feeling a significant increase in activity since the second half of 2024, with project numbers in the first half of 2025 reaching nearly 80% of the total from the previous year [1] - Investors are showing a higher level of enthusiasm for projects compared to last year, with many actively seeking opportunities and some projects securing multiple funding rounds within a year [1] - The sentiment among investors has shifted, with a focus on supporting companies to develop rather than pushing for immediate exits, especially in the biopharmaceutical sector where there are new systematic exit opportunities [1] Group 2 - The current recovery in the primary market is attributed to increased policy support, valuation recovery in the secondary market, and improved exit expectations, alongside the emergence of new investment trends in AI and humanoid robotics [2] - Despite the heightened enthusiasm among investors, actual investment activity remains cautious, with no significant year-on-year growth in the number and amount of investment events in the first half of 2025, although the number of new funds established has increased [2] - A clear divide exists in the primary market, with a strong interest in AI sectors contrasted by ongoing challenges such as fundraising difficulties and limited exit channels [2] Group 3 - Positive signals are emerging, including continuous policy support, the gradual entry of long-term funds from banks and insurance, relaxed requirements for government-guided fund reinvestment, and enhanced IPO exit expectations, indicating potential structural breakthroughs in the primary market [3]