这仍然只是技术迭代的初期。 AI视频生成赛道又热闹起来了。4月，快手可灵发布2.0视频生成模型，6月，字节跳动发布了即梦3.0 Pro视频模型，就在昨天，谷歌宣布Veo3正式上线，今 天MiniMax也加入混战队列，开始卷性价比了。 6月18日，MiniMax在海内外官方平台宣布，新视频生成模型海螺AI（海螺02）上线，同时发布了一段大秀杂技的AI视频。官方表示，这段视频是由3位艺术 家耗时1.5天，使用海螺02生成的多个6-10s视频，再拼接剪辑而成。 杂技画面对AI视频生成来说一直是较有难度的内容，此前AI生成画面时往往肢体拼接混乱，无法准确模仿复杂的人类动作。从此次画面效果来看无论是光 影、人类动作、物理模仿都完成得很好。 不过，需要指出的是，有AI创作者对第一财经表示，AI视频生成还涉及一个成功率的问题，因此样片是完美的，但过程中他们进行了多少次"抽卡"，外界并 不能知晓。所谓抽卡指的是， AI往往不是一次就能成功生成用户想要的画面，可能会有出错的概率，因此行业会选择多次生成直到得到自己想要的画面。 不过，即便如此，上述AI创作者认为，这次海螺AI的更新是不错的，行业整体水平都在提升。 在竞技场Art ...

最近，短视频巨头TikTok又传来重磅消息。Sensor Tower最新数据揭示，今年5月，TikTok移动端海外月活跃用户（MAU）首次突破了10亿大关！这个活跃 着全球八分之一人口的超级平台，正为跨境电商卖家敞开一片前所未有、流量涌动的蓝海。 易仓ERP 如此庞大的用户基数和超高的用户活跃度，促使TikTok的广告和内购收入持续攀升，预计2025年全球收入将达到331亿美元。更让跨境电商卖家兴奋的是 TikTok电商业务的飞速发展。2024年，TikTok Shop的全球GMV达到了约326亿美元，增长势头迅猛。美国、印尼和泰国市场表现尤为突出，成为跨境卖家 掘金的热土。这意味着，依托TikTok庞大的流量池，跨境电商卖家拥有了一个潜力无限的增量市场。 TikTok Shop 当然，机遇与挑战并存。TikTok的快速扩张也伴随着一些不确定性。悬而未决的美国禁令始终是最大的隐忧，虽然目前再次被推迟，但风险犹存。此外，美 国关税上涨等因素也对TikTok电商业务造成了一定冲击，影响了部分跨境电商卖家的销售表现。为了应对挑战，TikTok也在积极调整策略：在美国市场加强 本土化管理，在印尼则通过与Tokoped ...

小红书正在加速从红果短剧的盘子里"抢蛋糕"。 520档，小红书独家首发的短剧《痴人之爱》上线两周后，已超过7500万次播放，讨论曝光破2亿，打破了站内短剧记录， 继5000万+播放量、风芒分销短剧《坠入春夜》之后，拥有了又一部短剧代表作。 一场攻防战正式打响。日前，红果短剧正式宣布测试其全新"社区"功能，6月9日，红果推出了图文激励计划，面向所有的 用户，只要成功发布1条优质图文即可获得1万金币激励，超10条优质图文可获得20万金币奖励，金币数量达到一定数额可 进行提现。 目前入驻"社区"的主要是短剧版权方和演员，多为聊剧情、互动及高光片段剪辑，意在为短剧宣发和导流，完善平台生 态，"短剧+社交"布局初显。其双列瀑布流的信息排布形式，很容易联想到小红书，但定位更为垂直。 考虑到小红书女性用户占比七成以上，"短剧一哥"红果短剧女性用户占比六七成以上（巨量算数24年底统计为62%，最新 数据显示，平台女性用户占比同比提升14个百分点，年轻用户增长40%），短剧正在摘掉"下沉市场"的标签，而越来越多 地攻陷一二线用户，当双方均加速发力女频内容，意味着必有一战。 流量增长挑战下，小红书与红果纷纷踏出舒适区，向对方的优 ...

"稳就业"不只是实现"充分就业"，还要实现"高质量就业"；也就是说，需要兼顾就业的总量与结构、数量与质量，全面提升劳动者的获得感、幸福感和安全 感。 4月底的中央政治局会议提出，要"着力稳就业、稳企业、稳市场、稳预期，以高质量发展的确定性应对外部环境急剧变化的不确定性"，把"稳就业"排在"四 稳"之首，反映出中央对就业问题的高度重视。当前，在复杂多变的国内外经济、社会、科技与地缘政治环境下，"稳就业"具有更丰富的内涵。二十届三中 全会提出，要"完善就业优先政策，健全高质量充分就业促进机制"。这意味着，"稳就业"不只是实现"充分就业"，还要实现"高质量就业"；也就是说，需要 兼顾就业的总量与结构、数量与质量，全面提升劳动者的获得感、幸福感和安全感。因此，有必要理解"稳就业"的多维内涵，有针对性地综合施策，快速有 效地落实中央的"稳就业"部署。 多维度理解"稳就业"的内涵 在新形势下，"稳就业"应包括以下内涵。一是稳就业数量，确保实现充分就业；二是稳就业结构，确保各类劳动者群体都能实现或接近实现充分就业；三是 稳就业质量，确保劳动者的收入水平不显著下降，保障劳动者的权益不受侵犯，提升就业的获得感和幸福感；四是稳就 ...

先说大环境，中东那火药桶又炸了。特朗普在社交媒体上直接喊话伊朗领导人，要求他们"无条件投降"，还威胁说下一波打击会"更残酷"。这可不是开玩 笑，市场都在猜测美国可能要下场参战了。现在以色列和伊朗互相扔导弹，连胡塞武装都掺和进来，整个中东局势跟高压锅似的，随时可能爆炸。这种 紧张情绪直接把美股给压垮了，三大指数全线下跌，纳指跌了快1%，标普和道指也没好到哪儿去。 家人们，我是帮主郑重，专注中长线投资20年。昨晚美股又坐了过山车，咱们来好好唠唠。 明天美联储就要公布政策决议了，市场普遍预期会维持利率不变，但大家都在等鲍威尔的表态。如果他释放鹰派信号，说通胀还没控制住，那美债收益 率可能会反弹，黄金和股市可能还要承压。反过来，如果他说通胀有进展，降息预期可能会升温，市场情绪可能会好转。 总的来说，现在市场就是被地缘政治和美联储政策牵着走。中东局势要是继续恶化，油价和黄金还会涨，但股市可能还得跌。中长线投资者可以关注那 些受地缘影响小、现金流稳定的公司，比如消费必需品和公用事业。科技股虽然跌了，但长期来看，AI和新能源车还是大趋势，等市场情绪稳定了可以 慢慢布局。 最后提醒一句，投资别上头，控制好仓位，咱们明天接着聊 ...

Core Insights - The short drama industry is experiencing rapid growth, with Red Fruit Short Drama leading the market with 173 million monthly active users, a 220.3% year-on-year increase, and a significant revenue stream exceeding 500 million per month [1][3][4] - Traditional long video platforms like iQIYI and Tencent Video are facing challenges due to declining paid user numbers and profitability, prompting them to pivot towards the short drama sector [1][12] - The competition is intensifying as long video platforms innovate their business models and content strategies to compete with Red Fruit Short Drama [2][12] Market Dynamics - Red Fruit Short Drama's success is attributed to its integration within the Byte ecosystem, leveraging traffic from Douyin and content from Tomato Novel, which provides a vast resource for content creation [4][8] - The platform employs a free-to-watch model supported by advertising, appealing to a large user base, particularly in lower-tier markets [7][8] - The short drama market is projected to exceed 100 billion by 2027, indicating a robust growth trajectory despite challenges such as content homogenization and rising production costs [24][28] Competitive Landscape - Major players like iQIYI, Tencent Video, and Youku are launching their own short drama initiatives, with iQIYI introducing new theater formats and Tencent focusing on high-quality productions [20][21][22] - The competition is not only about content but also about innovative revenue-sharing models to attract quality creators, with platforms adjusting their strategies to enhance profitability [12][22][29] - Despite the aggressive entry of long video platforms into the short drama space, they are still struggling to establish a foothold against Red Fruit, which has a strong brand recognition among viewers [10][29] Content Creation and Monetization - Red Fruit Short Drama offers attractive incentives for content creators, including higher upfront payments and revenue sharing, making it a preferred platform for many [9][12] - The industry is witnessing a shift towards more diverse monetization strategies beyond traditional subscription models, with platforms exploring advertising and e-commerce integrations [28][29] - The content landscape is becoming increasingly competitive, with a focus on unique storytelling and audience engagement to differentiate offerings [24][28]

6月16日，哔哩哔哩(BILI)开盘上涨5.59%，截至21:31，报21.14美元/股，成交783.13万美元，总市值 90.32亿美元。 作者：行情君 资料显示，哔哩哔哩股份有限公司是中国年轻一代的标志性品牌及领先的视频社区。公司的网站创立于 2009年6月,并于2010年1月正式命名为"哔哩哔哩",公司提供全方位的视频内容以满足用户多元化的兴趣 喜好,并且围绕着有文化追求的用户、高质量的内容、有才华的内容创作者以及他们之间的强大情感纽 带,构建了公司的社区。公司的使命是丰富中国年轻人的日常生活。公司的品牌主张是"你感兴趣的视频 都在B站"。在公司的社区中,用户及内容创作者能够发现基于不同兴趣的多元内容并进行互动,覆盖生 活、游戏、娱乐、动漫、科技和知识等其他众多领域。公司同时支持广泛的视频内容消费场景,以专业 用户创作视频(PUGV)为中心,辅以直播、专业机构创作视频(OGV)等。公司的社区现已成为中国年轻人 各类兴趣的聚集地,是向世界推广中国文化的前沿。视频以直观、生动且传递大量信息的方式连结人与 世界,并已迅速成为人们沟通、娱乐和信息的主要媒介。公司将视频与日常生活场景结合的趋势称为"视 频化",这 ...

Core Insights - Hongguo Short Drama is testing a new "community" feature to transition from a pure short drama platform to a "content + social" ecosystem [1] - The app has launched a community content incentive program, rewarding users for posting quality content, with 10,000 coins (approximately 1 yuan) for a single post [1] - Monthly active users (MAU) of the Hongguo Short Drama app reached 158 million in December 2024, with a slight increase to 166 million by January 2025 and 173 million by March 2025, indicating a potential slowdown in growth [1] Industry Context - Hongguo is facing competition from established content and social platforms, with major internet companies launching their own short drama initiatives [2] - Baidu has introduced the "Bai Ju Plan" and "Short Drama Star Plan," aiming to produce over 300 premium micro-short dramas with significant budget and resource allocation [2] - Other platforms like Tencent Video and iQIYI are also increasing their investments in short dramas, indicating a competitive landscape [2] - Hongguo's parent company, ByteDance, has previously launched several community apps that did not achieve widespread success, raising questions about Hongguo's ability to create a competitive community ecosystem [2]

以下文章来源于镜相工作室 ，作者镜相作者 镜相工作室 . 作者丨邬宇琛 编辑丨 梁满 图源丨贾跃亭个人微博 贾跃亭最近一次公开露面是在6月初，作为法拉第未来（FF）创始人兼联席CEO，他出席了FF年度股 东日活动。 讲话带有强烈的"贾跃亭式"风格：口才很好，煽动人心。他回顾了FF数次的艰难时刻，强调散户投资 者的关键作用："在公司股价跌至数美分、几乎破产退市时，是散户投资者救了FF的命。" 熟悉的场景出现了，贾跃亭哽咽落泪："God bless those who never give up（上帝保佑永不放弃 的人），上帝保佑那些自救的人。FF是独一无二的，必须活下去。"他立誓让股民在1-2年内获利。 如何评价贾跃亭是一道难题。 商业世界的风向与人 来源丨 镜相工作室（ID：shangyejingxiang） 他是中国互联网风云人物，2014年《福布斯》中文版曾将他评为中国上市公司最佳CEO第一名。 他有着超乎常人的傲气和野心，放言要颠覆电视、手机、汽车等多个行业，一度将乐视推向资本市场 的巅峰。 但大厦一夜崩塌，资金链断裂，乐视黯然退市、股民血本无归，曾经的狂人远赴美国，成为了很多人 眼中的"顶级骗子"。 ...

Core Viewpoint - The rise of short video live streaming platforms is transforming the employment landscape in China, creating new opportunities for rural entrepreneurs and traditional artisans, and significantly contributing to economic growth and job creation [1][2][4]. Group 1: Economic Impact - Short video live streaming has become a significant driver of the digital economy, with retail sales from live e-commerce expected to reach 4.3 trillion yuan in 2024, contributing 80% of the growth in the e-commerce sector [2]. - The traditional e-commerce model faced challenges such as information asymmetry and high channel costs, while live e-commerce has restructured the "people, goods, and market" elements, lowering barriers to entrepreneurship and enhancing traditional industries [2][3]. Group 2: Employment Creation - Over 40 million people have benefited from increased employment and income through short video live streaming platforms, including farmers, artisans, and small entrepreneurs [1][5]. - By the end of 2024, Kuaishou alone is projected to create 43.2 million job opportunities, with 23 million directly from content creators and live streamers, and 20.2 million indirectly through related industries [5]. Group 3: Rural Development - Short video live streaming is recognized as a "new agricultural activity," playing a crucial role in cultivating rural talent and supporting rural revitalization [3][4]. - Kuaishou's initiatives, such as the "Xingnong Plan," aim to connect agricultural production with consumer markets, enhancing the sales of agricultural products and promoting comprehensive rural revitalization [4]. Group 4: Digital Skills Training - Kuaishou has launched the "Happiness Lecture Hall" project to provide digital skills training for rural streamers, women, youth entrepreneurs, and disabled individuals, helping them acquire practical internet skills [7][9]. - The project has reached over 1 million people across 40 counties, establishing a digital bridge from skills training to practical application in agriculture [9]. Group 5: Cultural Heritage Preservation - The rise of short video platforms has provided unique opportunities for the preservation and promotion of intangible cultural heritage, with a 40% increase in views of related content on Kuaishou in 2023 [10][12]. - The "Intangible Cultural Heritage Training Hall" project aims to support artisans in remote areas, helping them improve their income and living conditions while ensuring the transmission of traditional skills [12][13].