11月25日下午，华为正式发布了备受关注的Mate80系列手机。 标准版起售价4699元，比上一代降低800元；Pro版起售价5999元，比上一代降低500元；Pro Max版起售价7999元，比上一代降低500元；RS 非凡大师起售价 11999元，与上一代相比持平。 在存储大涨价的背景下，今年安卓旗舰手机的售价都在上调，华为的降价有些逆势而行。 根据华为终端BG董事长余承东介绍，华为Mate80全系采用全金属机身，搭载3D TOF超精密前置设计，可实现3D人脸识别解锁与支付。 在屏幕上，华为Mate80全系搭载2.5D直屏，Mate80 Pro Max首发搭载了灵珑屏，亮度高达8000nits，是业界最亮的手机屏。 但他提到，在软硬芯云垂直整合能力下，华为Mate80性能比上代提升35%，Pro版比上代提升35%，Pro Max版行业首发超冷双相变散热系统，16GB版性能比 上代提升42%。 在性能上，余承东并没有如外界预期介绍麒麟9030芯片。 在通信能力上，余承东提到，华为Mate80系列是业界通信功能集成度最高的手机，支持"天网"、"地网"和"无网"通信，Pro Max版支持全向卫星寻呼。 在影像上 ...

Financial Data and Key Metrics Changes - Consolidated revenues for Q3 2025 were $934 million, a 3% increase year-over-year, driven by growth in both Topgolf and golf equipment segments [19][20] - Q3 adjusted EBITDA was $115 million, a decrease of $4 million year-over-year, primarily due to $12 million in incremental tariffs [19][20] - The company raised its full-year 2025 revenue guidance to a range of $3.90 to $3.94 billion, up $60 million at the midpoint [22][23] Business Line Data and Key Metrics Changes - Golf equipment revenue increased 4% year-over-year to $305 million, with a 4% increase in golf clubs and a 6% increase in golf balls [20] - Topgolf revenue increased 4% year-over-year to $472 million, driven by the addition of six new venues and a 1% increase in same-venue sales [20] - Active lifestyle segment revenue was approximately flat at $156 million, with operating income down due to tariffs [10][20] Market Data and Key Metrics Changes - The US golf market is up 2% year-to-date, with mid-single-digit growth in sell-through reports [5][6] - Rounds played are up 1.4% year-to-date, indicating strong participation in the sport [6] - Market conditions in Europe and the UK are positive, while Japan and Korea are experiencing declines [6] Company Strategy and Development Direction - The company is focused on delivering "demonstrably superior and pleasingly different" products to enhance pricing power and market share [8][11] - Continued emphasis on value initiatives at Topgolf, including promotions like Sunday Funday and half-off golf, has driven traffic growth [12][13] - The company is committed to the separation of Topgolf and is actively evaluating strategic alternatives [18][40] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strategic direction and raised full-year guidance based on strong Q3 performance and positive trends observed in October [4][18] - The company anticipates challenges from ongoing tariffs but is implementing cost management initiatives to mitigate impacts [11][23] - Management noted that consumer engagement in golf remains strong, with positive trends in both participation and sell-through [33][37] Other Important Information - The company experienced an incremental tariff expense of $12 million in Q3, with a forecast of approximately $40 million for the full year [10][20] - The company implemented a reduction in force of about 300 positions as part of cost management efforts [11] - New venues for Topgolf continue to open successfully, with four new venues planned for the year [17] Q&A Session Summary Question: Pricing power on golf equipment given strong demand - Management indicated that pricing power is dependent on product differentiation and will consider strategic pricing adjustments to mitigate tariff impacts [28][29] Question: Trends in Topgolf visitation and food and beverage sales - Management reported strong traffic growth and positive trends in food and beverage sales, driven by new offerings and increased visitation [30][31] Question: Sell-through trends and consumer behavior changes - Management noted strong sell-through trends, with higher engagement from consumers and a positive outlook for the upcoming product launches [32][33] Question: Visibility on corporate event bookings for Q4 - Management confirmed reasonable visibility on corporate event bookings, with over half booked 30 days out [44] Question: Update on CEO search and its impact on separation timing - Management stated that the CEO search is ongoing, and while timing for separation is uncertain, the existing team is performing well [48][49]

在数字经济深度融入实体经济的当下，实体门店正面临"营销落地难、用户互动低效、场景覆盖有限"的共性挑战——传统推广依赖人工操作与分散物料，既 难以适配年轻消费者的"即时性需求"，也无法形成从公域引流到私域沉淀的完整闭环。在此背景下，客如云AI碰碰贴的推出，通过融合NFC技术与AI能力， 为实体门店开辟了一条低门槛、高效率的营销新航道，推动行业从"传统推广"向"数智化互动"转型。 图源：客如云官方 一、营销难落地？客如云AI碰碰贴用AI赋能内容生成 许多实体门店深知小红书、大众点评等平台的引流价值，却常因"不会写、懒得搞"陷入营销落地困境：点评需要30字以上优质评价，商家缺乏专业文案能 力；小红书种草需搭配图文排版，耗时耗力却难出效果，最终导致营销计划停留在"想法阶段"。 针对这一痛点，客如云AI碰碰贴依托AI技术构建专业文案库模型，为商家解决"内容生产难"的核心问题。消费者只需轻触客如云AI碰碰贴，系统便能根据门 店品类（如中餐、火锅等）和招牌菜品自动生成内容：生成小红书笔记时，会融入门店环境描述、菜品特色，甚至搭配热门话题标签；生成大众点评评价 时，会兼顾真实感与个性化，避免重复模板化表述。更关键的是，内容生 ...

Core Insights - Huawei officially announced the special release of HarmonyOS 6 scheduled for October 22 at 14:30, highlighting improvements in aesthetics, usability, intelligence, security, and smoothness [1][3] Group 1 - HarmonyOS 6 promises a new experience with comprehensive evolution, becoming increasingly user-friendly and beloved over time [3] - The operating system will enhance connectivity and intelligent experiences, making it easier to use with lower latency [8] - The HMAF (HarmonyOS Multi-Agent Framework) will empower Harmony applications and meta-services for smarter upgrades, facilitating more natural, powerful, efficient, and collaborative human-computer interactions [9] Group 2 - Huawei's smart assistant, Xiaoyi, will see enhanced capabilities, providing users with more proactive and understanding service experiences [9]

有媒体报道说微信开始内测「批量撤回消息」的功能，我看了下自己几个手机上的版本，都还没有被灰度到。 所谓批量撤回消息，其实是撤回消息功能的升级版，支持一键撤回一定时间内的消息。 功能操作上，会在原本撤回弹出菜单里新增一个选项，点击后会一次性撤回两分钟内的所有消息。 举个例子，有些人发消息时习惯一句话分成几段发出去，比如一句完整的话是「今天下午一起去游泳吧」，然后被拆分成两句发出去，分别是「今天下 午」和「一起去游泳吧」。 我想了下，这个功能可能对这么一类场景有帮助。 如果想撤回这句完整的意思就得连续操作撤回两次，要是正好卡在两分钟的节点上，那有些内容就无法撤回了。 因此，撤回本次发送的全部消息就能一键清除所有分段消息，从便利性来看是有所提升的。 特别是在一些讨论场景中，其中一方巴拉巴拉说了好多句，结果回过神来来发现说得不合适，于是撤回重来，那么这个功能就非常有价值。 还有就是在发文字配合图片的场景中，撤回文字和图片之前要分两步操作，现在也是一键搞定。 不过，对于大多数普通场景来说，单次撤回功能已经够用了。 微信开始内测的这个「批量撤回消息」功能属于常规功能延伸，属于有了会更好，但没有也不影响的优先级。 即便是删 ...

近年来，宠物经济的热度持续攀升，宠物用品消费甚至被称为"第二母婴产业"。除了常规宠物用品，智能宠物硬件品类成为增速最快的细分赛道之一—— 全球市场研究和咨询公司 Future Market Insights 的数据显示，2024 年全球宠物智能用品市场规模将接近 60 亿美元，预计在 2024 年至 2034 年间将以 19.5% 的年复合增长率增长。 不断增长的市场需求，也驱动智能宠物硬件品类的快速扩展：从基础照护类（如智能喂食器、饮水机、自动清洁猫砂盆）到健康监测类（可穿戴项圈、定 位追踪器、体征监测设备）；从互动陪伴类（智能摄像头、陪伴机器人、投食互动玩具）到安全管理类（电子围栏、智能门禁、走失防护设备）等……种 类繁多的新式硬件从"吃、喝、拉、玩、安"多个维度覆盖了宠物的日常生活场景，而这种趋势则为智联网（AIoT）模组及解决方案企业带来了新的机 遇。 直击行业痛点的差异化能力成为关键 宠物硬件的普及不仅是硬件制造的竞争，更是连接、数据与智能的深度融合，对模组/解决方案企业而言，单纯提供"通信"已远远不够，差异化能力正成 为未来竞争的关键。 ①多模态能力：让设备"读懂"宠物 传统的单一传感器往往只能获 ...

Core Viewpoint - A class action lawsuit has been filed against Tempus AI, Inc. for allegedly failing to disclose critical information regarding its financial practices and operations, leading to significant losses for investors [1][3][4]. Group 1: Allegations Against Tempus - The complaint alleges that Tempus inflated the value of contract agreements, many of which were with related parties and included non-binding opt-ins or were self-funded [3]. - Concerns were raised about the credibility of Tempus' joint venture with SoftBank, suggesting it appeared to involve "round-tripping" capital to create revenue [3]. - The business model of Tempus-acquired Ambry was criticized for potentially unethical billing practices, risking scrutiny and sustainability [3]. - AstraZeneca's reduced financial commitments to Tempus were questioned due to a "pass-through payment" arrangement, indicating operational weaknesses [3]. - The issues highlighted in the lawsuit suggest significant weaknesses in Tempus' core operations and revenue prospects [3]. Group 2: Impact of the Allegations - Following the release of a report by Spruce Point Capital Management that raised multiple concerns about Tempus' management and financial reporting, the company's stock price fell by $12.67, or 19.23%, from $65.87 to $53.20 per share [4][5]. - The report indicated that Tempus' actual AI capabilities were overstated and that there were signs of aggressive accounting practices [4]. - The involvement of board members and executives with troubled companies that had restated financial results was also noted as a red flag [4].

Group 1 - Vivo officially launched its new foldable flagship, the Vivo X Fold5, which weighs only 217g, breaking the previous record of 219g held by the Vivo X Fold3, making it the lightest foldable phone globally [1] - The Vivo X Fold5 features IPX8 and IPX9 waterproof ratings, achieving IPX9+ for the first time, and can withstand 1,000 folds in 1 meter of water, with dust resistance rated at IP5X and operational capability in temperatures as low as -30°C [1] - The device is equipped with a 6000mAh battery, supporting 80W wired and 40W wireless fast charging, along with reverse charging capabilities [1] Group 2 - The X Fold5's productivity features include an atomic workspace that supports up to five applications running simultaneously, with flexible layout and file transfer capabilities between apps [2] - New cross-ecosystem features allow the X Fold5 to connect with Mac devices, enabling phone call transfers, SMS verification autofill, and cross-device file management [2] - AI capabilities include a feature for generating visa application forms for 42 countries and personalized travel guides [2] Group 3 - The X Fold5 is the first Android phone to connect with Apple Watch, allowing for seamless communication synchronization, including calls, messages, and health data sharing [3] - The device also supports deep pairing with other Apple hardware, providing a consistent user experience across different ecosystems [3] Group 4 - The Vivo X Fold5 is available for pre-sale and will officially launch on July 2, with a starting price of 6999 yuan and a top configuration of 16GB+1TB priced at 9499 yuan [4]

Group 1 - The core event involves ChatGPT losing a chess match against the Atari 2600 chess engine, highlighting the limitations of AI in discrete systems like chess [2][4] - The match was initiated by Robert Jr. Caruso as a nostalgic experiment, where ChatGPT expressed confidence in winning but ultimately struggled with basic chess rules and state tracking [4][5] - The performance of ChatGPT revealed significant flaws, such as misidentifying pieces and losing track of the game state, leading to its eventual resignation after 90 minutes of play [4][5] Group 2 - The underlying issue is that ChatGPT, as a language model, is not designed for tasks requiring state tracking, which is crucial in games like chess [5] - Unlike specialized chess engines like Stockfish, ChatGPT lacks a defined structure for representing game states and rules, resulting in confusion during gameplay [5] - The incident raises questions about the true capabilities of AI, particularly in maintaining logical consistency in more complex scenarios beyond simple games [7]

Group 1 - The strategic cooperation agreement between Qizhidao and Shanghai Chuangqi Cloud Group was signed on June 7, marking the full launch of Qizhidao's service provider model [1] - Qizhidao leverages 33 billion global real-time innovation data and its self-developed exclusive model to address core pain points in innovation and trade for Chinese enterprises [2] - The platform has over 30 million registered users and aims to enhance service efficiency for Chinese companies, catering to diverse regional innovation needs [6] Group 2 - Shanghai Chuangqi Cloud Group has a professional team of over 600 members with an average experience of over 8 years, having nurtured more than 5,000 national high-tech enterprises [7] - The collaboration is expected to transform global innovation data and AI capabilities into a core engine for improving enterprise innovation efficiency, benefiting millions of companies [6] - Chuangqi Cloud plans to expand the service experience from the Shanghai-Hangzhou-Jiaxing region to South China, North China, and Central-Western regions, accelerating national market layout [6]