本文首发于2025年03月 今天，我们重发一篇过往比较受欢迎的文章《》，希望对你有所启发。 观点 / 刘润 主笔 / 景九 责编 / 黄静 不过，去年第四季度，麦肯锡发布了一份报告: 《The next big arenas of competition》(下一个重大竞争：改变商业格局的行业领域)。 这份报告用200多页的篇幅，详细分析了未来最有可能改变全球商业格局的18个赛道，并预测2040年，这18个赛道将实现29万 —48万亿美元的收入，贡献18-34%的全球GDP增长。 那么，这些风口行业，都是什么？以及，为什么是他们？ 以下是这篇次条重发文章正文。 每年，我都会听到类似的声音。 哪里还有机会？时代变化太快，未来看不清，下一步，我到底该去哪？学些什么知识？ 是啊，回头看看过去20年，有太多的"风口"从我们面前溜走。2003年的软件，2010年的电商，2015年的移动互联网...似乎，每 个风口，都催生出了一批千亿市值的巨头，也带动了无数从业者财富自由。 未来的10年、20年，还会有这样的机会吗？ 坦白说，这个问题不太好回答。毕竟，未来这个东西，谁都不敢说自己能完全看清。 今天，我们一起来看看。 18个 ...

据哥伦比亚《时代报》12月6日报道，哥电动车市场在11月继续增长，上牌量同比提升28.7%，共登记2034 台，占全国汽车销量的8.5%。比亚迪以919台稳居首位，市占率45.2%，同比增长13.2%。奇瑞表现突出，从去 年同期的2台大幅增加至273台，占比13.4%。此外，广汽和一汽销量出现指数级增长，同比增幅分别达到 6700%和740%。特斯拉也首次进入哥当月电动车销量榜。 （原标题：比亚迪稳居哥伦比亚11月电动车市场首位） ...

12 月 8 日消息，谁能想到，之前把马斯克批得品行不行的段永平，如今居然成了特斯拉的自来水？ 小雷在上个月专门写过一篇关于段永平捐赠 2.2 亿元支持北京师范大学建设的文章，对他也算有一些了解。 他可不是普通投资人，早年是步步高的前 CEO，一手把小霸王和步步高带火，后来还拆分出了 OPPO、vivo 这些咱们耳熟能详的品牌。在投资圈里他更是 被称为"中国巴菲特"，他的一句话都能让不少人跟着琢磨。 图源：微博 就在最近，这位大佬在雪球上发了条动态，说自己新买了辆特斯拉 Model Y，试驾的时候彻底被自动驾驶圈粉了，直夸"确实很好"。更有意思的是，他开车 看手机、发短信时，被车辆系统两次强制接管，直接开到路边停着了。还兴奋发了句"Okay, Tsla, I'm back！"（特斯拉，我回来了）。 而试驾前几天，他刚因为看了马斯克的演讲突然明白电动车的能源优势，没过多久就官宣买了特斯拉的股票，这次试驾更像是对产品的一次验证。 这波180度大反转，小雷是真没料到。要知道他之前对马斯克的品行是很有意见的，甚至直言不愿跟对方做投资朋友。 图源：微博 就在上个月的采访里，段永平还说马斯克有本事但品行不合自己预期，投资 ...

Group 1 - Baidu's AI chip company Kunlun is preparing for an IPO in Hong Kong, having previously considered listing on the STAR Market, with a pre-investment valuation exceeding 25 billion RMB [5] - SoftBank is in talks to acquire DigitalBridge Group Inc., a private equity firm focused on data centers, to capitalize on the surge in AI-driven computing demand, with a potential deal to privatize DigitalBridge valued at approximately 1.8 billion USD [6] - NVIDIA has launched CUDA 13.1 and CUDA Tile, which CEO Jensen Huang describes as the largest upgrade in 20 years, introducing a virtual instruction set for modular parallel programming [8] Group 2 - Meta Platforms has postponed the release of its "Phoenix" mixed reality glasses from late 2026 to early 2027 to refine details and ensure a polished user experience [8] - Apple is facing significant talent loss, with around 40 engineers leaving for OpenAI in the past month, as speculation grows about CEO Tim Cook's potential departure next year [9] - Tesla plans to increase the number of electric vehicle charging ports in Japan by 40% to 1,000 by 2027, expanding its network from major cities to other regions [10][11]

Group 1 - Confluent's stock surged by 31% following reports of IBM's negotiations to acquire the data infrastructure company for approximately $11 billion, with an announcement expected soon [1] - Robinhood officially entered the Southeast Asian market by acquiring Indonesian brokerage Buana Capital Sekuritas and a licensed digital asset trader, Pedagang Aset Kripto, resulting in a pre-market increase of over 1.5% [1] - Netflix announced its acquisition of Warner Bros. Discovery's core business for $82.7 billion, with a share price of $27.75, but the deal faces potential intervention from former President Trump, who expressed concerns about market share implications [2] Group 2 - Tesla's Shanghai Gigafactory celebrated the production of its 4 millionth vehicle, highlighting that it took less than 14 months to increase from 3 million to 4 million units, contributing nearly half of Tesla's global electric vehicle deliveries over six years [2] - Cathie Wood's ARK Investment predicts that SpaceX's valuation could reach approximately $2.5 trillion by 2030, showcasing significant growth potential in the space exploration sector [2] Group 3 - A senior investor from Yardeni Research recommended reducing holdings in the "Big Seven" tech companies, anticipating a shift in future profit growth [3] - Apple is experiencing a significant executive turnover, with four executives announcing their departure in the past week, including the senior vice president of hardware technology, Johny Srouji, who is considering leaving [3] - JPMorgan's strategy team indicated that the recent stock market rally may not sustain after the anticipated interest rate cuts by the Federal Reserve, as investors may take profits [3] Group 4 - Robotics stocks continued their strong performance, with iRobot rising over 6% and UiPath and Symbotic increasing by over 1% [4] - The storage industry is entering a "super cycle," with companies like SanDisk, Micron Technology, and Western Digital all seeing stock increases of over 1% [4]

这两天，有着"史上最严"之称的电动自行车新国标正式落地。 没想到，从卖车的到骑车的，从外卖小哥到打工人，在全网激烈的讨论起这事儿。 "新新国标"正式落地，也意味着以前的老款电动车也将全面禁止销售，消息传出，全网沸腾，网上出现了两种不同的声音: 一种是明确支持的，他们苦电动车久矣，认为这种乱象早就应该整治； 另一种是强烈反对的，因为他们认为这次新规明显忽视了部分群体的真实需求，电动自行车车速不得超过25km/h、电池必须阻燃……甚至连塑料外壳稍 微多一点都不行。 其实早在今年9月份的时候，这项被称为"史上最严"的强制性国家标准已经开始实施，并且进入长达数月的过渡期。 现在，全国近3.8亿辆电动自行车都瑟瑟发抖，等待命运的审判。 在中国，"小电驴"对普通人的重要性不言而喻：在农村能赶集，在县城能骑着接送小孩上下学，更别说在北上广大城市里，想要通勤不吃堵车的苦，还得 老老实实来辆"小电驴"。 最狠整治时代，到底要向谁动真格? 史上最严新国标到底整顿什么了？ 很少有什么行业内的标准规范，能引发如此明显的连锁反应。 大众对于电动自行车的新规高度敏感和关注，确实是因为"小电驴"已经成了全民化的交通工具，甚至跨越了地域、年 ...

华安证券近日发布电力设备行业周报：本周硅片价格小幅下跌，电池片、组件价格稳定。海外市场需求 延续强劲，对电池片价格形成一定支撑，上游价格走势小幅震荡。海外订单与政策环境仍是支撑产业链 的主要动力，短期价格有望维持坚挺。 以下为研究报告摘要： 主要观点： 光伏：产业链价格维稳，国内招投标有序推进 产业链价格维稳。本周硅片价格小幅下跌，电池片、组件价格稳定。海外市场需求延续强劲，对电池片 价格形成一定支撑，上游价格走势小幅震荡。海外订单与政策环境仍是支撑产业链的主要动力，短期价 格有望维持坚挺。 风电：国内招投标高景气延续，项目集中落地支撑产业链高景气 全球大储招标数据持续火热，储能电芯价格上涨验证储能下游需求火热。国内大储迎来经济性奇点后需 求非线性增长，美国数据中心用电激增带动大储需求，欧洲户储需求温和复苏，新兴市场户储需求超预 期，建议关注大储以及海外户储预期修复。 氢能：首个电网侧电氢协同储能项目并网，中车兆瓦级PEM制氢系统下线 IMO减排目标+欧洲碳税推动全球船运行业开启绿色转型，绿色甲醇前景可观。氢能产业发展态势良 好，要素保障体系加速构建。氢能融资难度降低，国家支持新技术持续研发，整体氢能行业发展 ...

Core Viewpoint - The new national standard for electric vehicles has sparked ongoing discussions, focusing on enhancing fire resistance and curbing speed modifications to ensure public safety and address industry issues [1] Group 1: New National Standard Implications - The new standard imposes strict requirements that may lead some manufacturers to reduce features, such as removing rear seats and storage baskets, which contradicts user habits [1] - Misunderstandings about the new regulations have led to rumors regarding emergency braking, rear seat cancellations, and bans on rearview mirrors, prompting timely clarifications from authorities [1] Group 2: Public Concerns - Public concerns center around the 25 km/h speed limit, which users feel decreases commuting efficiency [1] - There are complaints about insufficient power and reduced practical features, such as storage space, due to the new regulations [1] Group 3: Balancing Safety and User Needs - The essence of the new standard is a value choice regarding personal safety, public order, and urban governance, highlighting the need to balance safety with user demands [1] - The industry is encouraged to design scientific and reasonable technical standards based on real travel scenarios to meet diverse user needs [1] - Companies are urged to innovate technologically and optimize supply chains to reduce additional costs and enhance the variety of cost-effective vehicle options [1]

1.三星确认家用机器人Ballie发售延期 12月8日，三星于两年前发布了其首款家用机器人Ballie的升级版。今年早些时候，该公司曾宣布该产品将于 2025年底前正式上市。然而，随着年末临近，三星正式确认Ballie的发售将延期。今年初，三星曾表示Ballie 将于2025年夏季推出。但当这一时间窗口在2025年IFA消费电子展结束后仍未兑现时，业界普遍预计其上市 计划或将推迟。 点评：灵动管家爽约，智能生活仍需等待。 2.专家称25公里是电动车安全拐点 从本月开始，我国正式开始对电动自行车执行新国标标准，其中车速将被限定在25公里/小时内，而到底为 何要这样做呢？天津自行车电动车行业协会生产力促进中心主任张瑞华接受采访时表示，25公里/小时是一 个安全拐点，超过这个速度，电动自行车的制动距离会非线性地增长，事故死亡率从10%飙升到30%以上。 点评：限速有利有弊，但不能因噎废食，25公里是否合乎使用场景？会不会导致电动自行车销量大幅下 滑？ 3.河南"十五五"规划建议：落实国家育儿补贴制度，有效降低生育养育教育成本 中共河南省委发布关于制定河南省国民经济和社会发展第十五个五年规划的建议，其中提到，建设生育 ...

Group 1 - China's offshore wind power has maintained the world's leading position in newly installed capacity for five consecutive years, reaching a total grid-connected capacity of 44.61 million kilowatts by the end of September 2025, with an addition of 3.5 million kilowatts [2] - The Hubei provincial government emphasizes the need to focus on emerging industries such as embodied intelligence, brain-computer interfaces, hydrogen energy, and nuclear fusion to cultivate new economic growth points [2] Group 2 - Multiple electric bicycle manufacturers, including Yadi and Green Source, have committed to actively implementing the new national standards for electric bicycles, aiming to enhance travel safety and reduce fire and traffic accident risks [3] - The Wuhan municipal government aims to achieve an economic total exceeding 3 trillion yuan by 2030, with a focus on becoming a national economic center and a hub for technological innovation [4][5] Group 3 - Ele.me has officially rebranded to "Taobao Flash Purchase," with updates to the app and related branding occurring in the near future [6] - BYD's domestic sales have declined, attributed to a decrease in technological leadership and the emergence of industry homogenization, with a need for breakthroughs in user-demand pain points such as slow low-temperature charging [7] Group 4 - The tax authority has imposed a penalty of 2.4748 million yuan on internet car reviewer Chen Zhen for tax evasion, involving unpaid personal income tax of 1.1867 million yuan [8] - Doubao Mobile Assistant announced plans to adjust AI capabilities for operating mobile phones, aiming for clearer rules and avoiding blanket restrictions on user rights [9] Group 5 - The fast-food chain Tasting has responded to rumors of closing 907 stores, clarifying that the actual number of closed stores from January to November 2025 is 67, with a total of 11,124 operating stores [10] - The company Pang Donglai is recruiting top talent with a minimum annual salary of 1 million yuan, targeting individuals under 50 years old [11] Group 6 - Waseda University in Japan is considering increasing tuition fees for international students due to the need for more support, as it currently hosts the largest number of foreign students in Japan [12][13] - NVIDIA's CEO predicts that 90% of knowledge content may be generated by AI within the next two to three years, emphasizing the continued importance of human verification [14] Group 7 - NextDC plans to deliver the first phase of a project related to OpenAI by the second half of 2027, with a total investment of approximately 4.6 billion dollars [15] - Korean Air will launch SpaceX's low Earth orbit satellite internet service in 2026, providing Wi-Fi services across its fleet [16] - Google Cloud has entered a multi-year partnership with AI programming startup Replit to strengthen its position in the vibe-coding market [17] Group 8 - Airbus delivered 72 aircraft in November, falling short of previous months and indicating a challenge to meet the revised annual delivery target of 790 aircraft [18] - "Aolu Medicine" announced successful completion of a 100 million dollar Series A financing round, with participation from Temasek and other investors [19] - "Zhongke Qiancheng" has completed an angel round financing of several million yuan, with funds directed towards product development and technology research [19] Group 9 - Baidu's AI chip business Kunlun plans to pursue an IPO in Hong Kong, while Tianyu Semiconductor has raised 1.744 billion HKD (224 million USD) through its IPO [20] - The report from Qianzhan Industry Research Institute provides insights into the development prospects and investment strategies for the generative AI industry from 2025 to 2030 [21]