尽管不算完全新鲜的事物，但"云包场"还是成为了近期社媒上讨论较高的一个关键词。原因有二： 一是《折腰》《藏海传》等大剧的播出，再度向外界展示了粉丝强大的氪金能力。《折腰》热度值破三万，跻身腾讯视频爆款俱乐部，创2025开播剧集最 快纪录。《藏海传》优酷热度破万，成为2024年以来最快破万剧集。 除了作品本身所具有的市场高关注度，两者通过云包场分别送出的23万+和33万+的平台会员也功不可没。 二是2025年以来网上一直盛传主创"包场赎罪"，即如果剧集的播出数据不理想，制片公司和主创就得通过云包场表示表示，另类地完成拉新目标。 这不免在无形之中给剧集云包场立下了一个潜规则：开播初期发起的云包场叫助力，播出末期的云包场都会被舆论场定义为"赎罪"。前者体面，后者壮 烈。 在这种认知已经形成的情况下，往后的制片公司其实没得选，只能接受新的游戏规则，并赶早不赶晚。 01 简单回顾一下"云包场"的历史。 这种形式由猫眼在2021年首创，彼时受疫情防控政策影响，传统的线下包场没了生存土壤，于是猫眼允许用户在线购买影票劵并通过社交平台分享，由此 形成了一种不同时间、空间观看同一部电影的云包场理念。 2023年起，长视频平台将 ...

Core Viewpoint - iQIYI's performance serves as an industry benchmark, showing early signs of success in its transformation efforts despite a challenging environment for long-form content [2][3] Financial Performance - For Q1 ending March 31, 2025, iQIYI reported total revenue of 7.19 billion yuan, a year-on-year decline of approximately 9% but a quarter-on-quarter increase of 9% [2] - Non-GAAP operating profit was 460 million yuan, down 58% year-on-year but up 13% quarter-on-quarter [2] - Membership service revenue increased by 7% quarter-on-quarter to 4.4 billion yuan, but decreased by 8% year-on-year [2] - Online advertising revenue decreased by 7% quarter-on-quarter to 1.33 billion yuan and by 10% year-on-year [2] - Content distribution revenue increased by 53% quarter-on-quarter to 630 million yuan but decreased by 32% year-on-year [2] - Other revenue grew by 23.9% quarter-on-quarter to 830 million yuan and increased by 16% year-on-year [2] Content Strategy and Market Position - iQIYI maintains the largest market share in long-form content, with notable successes in Q1 including the hit series "Bleach" and "White Moon Fan Star" [4] - The company experienced a resurgence in long-form content after a low point in 2024, with a total of 12 series achieving high popularity ratings by the end of 2023 [4] - Competitors like Tencent Video and Mango TV have also released successful series, intensifying competition in the market [5][6] Membership and User Engagement - iQIYI's average daily subscription membership decreased from 129 million in Q1 2023 to 100.3 million by Q4 2023 [6] - However, the company reported healthy growth in membership scale in Q1 2025, with a stable average revenue per member [7] - The introduction of high-end family membership and cost-effective basic memberships has attracted a broader user base, particularly among younger and lower-tier market users [7] International Expansion and New Initiatives - iQIYI's international revenue grew over 30% year-on-year in Q1, with advertising revenue increasing by 40% [7] - The company is focusing on short-form content, launching a "micro-drama" initiative with plans for weekly releases [8][9] - iQIYI aims to enhance monetization opportunities through e-commerce, leveraging its IP and user resources [11][12]

Group 1 - Nvidia denies rumors of splitting its business in China, stating that such claims are baseless and irresponsible [2] - Meizu's new model, Note16, has drawn comparisons to Huawei's Mate XT, with the design inspired by traditional Chinese architecture [2] - iPhone 17 series is reportedly in the critical development phase, with at least one model having completed engineering validation testing [2] Group 2 - Seres reported a 240.6% year-on-year increase in net profit for Q1 2025, with revenue reaching 19.147 billion yuan and significant growth in electric vehicle sales [5] - iQIYI's CEO highlighted a drastic decline in advertising revenue, dropping from nearly 11 billion yuan in 2018 to over 4 billion yuan last year, attributing it to market conditions [5] - Reports suggest that the partnership between Microsoft and OpenAI is under strain due to increasing disagreements on several key issues [5] Group 3 - Alibaba has open-sourced its new Qwen3 model, which is claimed to have significantly lower costs and superior performance compared to leading models [6] - Five food delivery riders have been recognized as national role models in China, marking the first time delivery workers have received such an honor [8] - In the first quarter of 2025, China accounted for 33% of the global automotive market share, with a notable increase in sales following policy stimulus [9]

九边 . 以下文章来源于九边 ，作者九边 2023年印象笔记收藏量排第一的公号 本文来自微信公众号： 九边 （ID：ertoumu893） ，作者：九边，原文标题：《B站UP主被骗千万，我也聊 几句》，题图来自：AI生成 B站的一个UP主发布视频，细说自己从2021年开始，被某所谓老板以投资为名，陆续骗了1249万，其中700 万是借朋友的，他做了担保。2024年骗子跑路，该UP主卖了豪车，掏空自己和家人积蓄还钱，目前还欠外 债300多万，欠亲属90万。 先给不了解情况的读者解释下"UP主"的意思，就是"uploader （上传者） "，一般说的是那些视频制作者， 上传视频到网站。我们这些写作的，一般不这么叫。 这次被骗的博主做吃播视频起家的，吃那种巨贵食材，一顿吃五六千算平常，一两万也不算啥。这类博主 一般出身富裕家庭，但是经过这次自曝，大家才发现他家庭一般，普通家庭，普通上班族，竟然敢拿一个 月工资去做一个视频，这魄力，确实服。 我看很多人对这事的第一反应是说他"认知赶不上财富"，不能说这个说法有错，但是属于第一层，而且对有 钱人的认知有误解。 很多人没咋跟那些有钱的人接触过，总觉得那些有钱人一定是有啥过 ...

作 者丨陶力 编 辑丨张伟贤 又一个网红翻车。 3月2 1日，国家税务总局北京市税务局稽查局公布司马南偷税案件处理情况。国家税务总局北 京市税务局稽查局根据相关法律法规，对司马南及其实控企业追缴税费款，加收滞纳金、罚 款共计9 2 6 . 9 4万元，已全部入库。 目前，司马南在抖音平台拥有超3 7 0 0万粉丝，在今日头条平台粉丝超1 6 0 0万，全网粉丝高达 6 2 0 0多万。 从通报看出，司马南在2 0 1 9年至2 0 2 3年期间，通过隐匿收入、虚假申报等手段，少缴个人所 得税、增值税等税费共计4 6 2 . 4 3万元。 这些违法手段，并不鲜见。近年来，税务部门持续加强对网络直播行业、视频平台的税收监 管，多名头部网红、主播因偷税漏税被查处，引发社会广泛关注，包括薇娅、雪梨、帝师等 等。 从这些案例可以看出，网红逃税漏税的操作手法比较趋同，其原因在于收入结构复杂，如打 赏、带货佣金、广告费等多种形式，而平台结算体系不透明导致资金流向也难以追踪，于是 MCN机构与网红铤而走险，以此逃避纳税义务。 这 是 一 个 畸 形 的 商 业 模 式 。 流 量 即 收 益 已 经 成 为 行 业 共 识 ...