作 者 | Apollonian Research 编译 | 华尔街大事件 华尔街对Meta（ NASDAQ： META ）2025 年第一季度 业绩 充满信心，股价上涨约 8%。得益 于定价回升和强劲的广告曝光，收入同比增长 16%。广告业务受益 于人工智能驱动的定向投放 和 Reels 的变现（这得益于美国 TikTok 禁令的 持续推进 ）。管理层关于人工智能进展和未来 进一步投资的评论引起了投资者的强烈共鸣。业绩指引略有上调，参与度指标也未显示出任何饱 和迹象。 盈利确实符合预期，事后反弹也印证了这一观点。然而，此次反弹也受益于 Meta指数已从顶部 回调约34%，且反弹后仍比历史高点低约20%。这可能意味着，这轮反弹将持续更久，尤其对长 期投资者而言。也可能意味着，在大幅回调后，市场普遍出现与业绩无关的回调，从而掩盖担 忧。让我们来看看哪些因素可能被忽视了。 VR和元宇宙的文化衰落显而易见。问题是—— Meta是否会放弃其 Reality Labs的雄心壮志？市 场是否已经消化了这种回调？这种回撤或许体现在进一步加速投资的减少上，但从多年来的亏损 和现金消耗来看，肯定看不出来。即使资本支出可能已经偏 ...

Group 1: Smart Pillow Technology - The smart pillow developed by Di Yi Xi Technology can dynamically adjust its height and angle based on the user's sleeping posture, addressing common sleep issues and enhancing sleep quality [2][3] - It utilizes advanced technologies such as 3D point cloud recognition, AI models, and sensors to monitor sleep patterns, including sleep duration, breathing, and heart rate [2][3] - The pillow can also detect snoring and adjust support angles to alleviate airway blockages, while monitoring heart health through Doppler radar technology [3] Group 2: AI Anti-Fraud Technology - The AI anti-fraud system by Beijing Ascend Innovation AI Company analyzes common fraud scenarios and provides real-time guidance to users during suspicious calls [4][5] - It employs natural language processing and machine learning to identify fraud patterns and assess risks based on emotional analysis of the caller [5][6] - The system is applicable in various contexts, including government hotlines and banking customer service, enhancing financial security for users [6] Group 3: Virtual Reality Film Experience - The large-space VR film technology by Beijing Shizhi Yu Technology allows users to immerse themselves in historical settings, enhancing the viewing experience through dynamic spatial mapping [7] - The technology minimizes motion sickness and improves interaction by ensuring real-time synchronization between physical movement and virtual environments [7] - Key advancements include a dynamic rendering engine that maintains low latency and high frame rates, ensuring a seamless experience for users [7] Group 4: AI Smart Desks in Education - The AI smart desk by Xunfei Fantasy Technology enables interactive learning by transforming physical cards into 3D models, facilitating hands-on experiments in various subjects [8][9] - It features high-precision optical recognition and powerful graphics processing capabilities, allowing multiple users to collaborate in real-time [9][10] - The implementation of AI smart desks has significantly increased student engagement in science classes, with active participation rising from 32% to 70% [10]

Core Insights - The "Beijing West Action Plan 2025" has been released, focusing on five key areas: "Two Parks and One River," industrial transformation, cultural and tourism integration, urban function optimization, and ecological civilization [1][2] - A total of 53 key tasks and 95 major projects have been outlined to promote the transformation and development of the Beijing West region [1] Group 1: Key Areas of Focus - The plan emphasizes high-quality urban design for "Two Parks and One River," aiming to create a vibrant waterfront [1] - It aims to enhance the cultural and tourism characteristics of the region, including the development of premium tourism routes and the construction of the Beijing West Art Center [2] - The initiative includes the construction of the "5G+8K" ultra-high-definition demonstration park to establish the "Beijing West Smart Valley" brand [2] Group 2: Major Projects and Activities - The plan includes 95 major projects, with 56 ongoing and 39 planned to commence, such as the renovation of the Shougang Park service trade fair venue [1] - The development of the Shougang International Talent Community and the Shougang Yihe cooperation project are highlighted as significant undertakings [2] - The organization of 50 major events, including the 9th International Rose Conference and the 4th Beijing West Development Forum, is intended to enhance regional vitality [1][2]

Core Insights - Beijing's Development and Reform Commission has outlined key initiatives for the implementation of the "Beijing West Action Plan (2022-2025)" by 2025, focusing on enhancing urban waterfront areas and infrastructure projects [1][2] Group 1: Key Focus Areas - The first focus area is the collaborative development of the Garden Expo Park, Shougang Park, and the Yongding River, aiming to create a vibrant waterfront area [2] - The second area emphasizes the acceleration of innovation in the Zhongguancun virtual reality industry park and the construction of the "5G+8K" ultra-high-definition demonstration park [2] - The third focus is on the protection and development of the Xishan Yongding River cultural belt, including the integrated operation of Wanping City, Museum Bridge, City Park, and Island [2] Group 2: Infrastructure and Public Services - The plan includes enhancing public services, such as expediting the construction of the subway Line 1 branch and improving transportation conditions in Shougang Park [2] - Projects like the construction of a supporting middle school in Yamenkou and the second phase of the Fuwai Hospital in the Xishan area are also prioritized [2] - The initiative aims to transform ecological advantages into developmental strengths, implementing water pollution prevention measures and creating demonstration areas for urban greenery [2] Group 3: Economic Growth Indicators - In the first quarter of 2025, the GDP growth of Shijingshan District reached 9%, while the GDP growth of Mentougou District was 5.8% [1]

近日，教育部公布了2024年度普通高等学校本科专业备案和审批结果，对我省27所高校80个本科专 业进行备案、审批和调整，新增普通本科专业59个，新增第二学士学位专业17个，调整修业年限、学位 授予门类专业4个。本次备案、审批和调整的专业，将列入相关高校2025年本科招生计划。 今年春招期间，我省先进制造、新一代信息技术行业需求旺盛，这与辽宁机器人与人工智能应用场 景丰富、产业生态活跃密不可分。大连理工大学新增的未来机器人专业今年预计招生60人，该校机器人 与智能系统研究院教授单冠乔表示，这是主要面向战略性新兴产业和未来产业发展需求、培养复合型领 军人才的专业。我国对机器人领域人才的需求逐年增加，促使学校将学科专业调整与人才需求联动，为 未来产业发展备好人才提前量。 在本轮专业调整中，辽宁传媒学院等一批高校增设了虚拟现实技术、智能交互设计等交叉融合专 业。辽宁传媒学院副院长石光介绍，最近几年，不少毕业生反馈企业对虚拟现实技术人才需求量很大， 但由于在校学习的知识不够系统，入职后需要"磨合"一段才能胜任。今年，辽宁传媒学院瞄准行业需 求，紧盯关键岗位用人标准，增设了虚拟现实技术专业，主要培养具备虚拟现实、数字孪生 ...

他年少有为， 24 岁就成为当代集团旗下最年轻的总经理。 他曾把单一的物业公司发展为包括新科技、新空间、新服务的孵化和产业集团， 10 年间业务年收入从千 万级增至超十亿。 而一次偶然的美国之旅改变了他的事业轨迹。 2014 年，他去美国考察，在朋友的家里第一次领略了 VR 。 " 当时一下就被击中了！ " 商业嗅觉敏锐的 他第二年就创立 51VR （ 2019 年 51VR 品牌升级为 51WORLD ），并担任 CEO 。 他就是李熠，一个曾经追求 " 星际争霸 " 竞技对抗的热血少年，以及酷爱德州扑克心理博弈的跨界选手， 如今他已算得上这两项爱好的顶级高手。 然而，这还不是最酷的。李熠计划用 16 年的时间干一件大事 —— 克隆地球，在虚拟与现实之间架起一 座桥梁。 目前，这个计划仍在进行中。 前不久，混沌的课程主任在与李熠打磨课程的过程中，有过一次面对面的交流。言语之间， 51WORLD 清晰的愿景逐渐浮现，以下内容为混沌君根据李熠与混沌课程主任的对话整理。 本周六，李熠将做客混沌直播间，分享 51WORLD 是如何诞生的，欢迎扫描海报二维码预约： " 竞技 " 基因：星际、德州与创业 李熠的人生始终 ...