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深圳南山以9.65亿元挂牌一宗商业用地,今日头条拟拿地建总部
Xin Lang Cai Jing· 2025-10-12 09:36
10月11日,据深圳公共资源交易中心官网,深圳市发布国有建设用地使用权出让公告【深土交告〔2025〕41号】,拟以挂牌方式公开出让南山区 粤海街道一宗商业用地,地块将于11月10日出让。 地块位置图,来源:土地出让文件 按照要求,该地块准入行业类别为《深圳市产业结构调整优化和产业导向目录(2016年修订)》中的A1409行业(企业)管理和信息化解决方案 开发、基于网络的软件服务平台、软件开发和测试服务、信息系统集成、咨询、运营维护和数据挖掘等服务。 同时,地块出让公告显示,竞得人须在成交后现场即时签订《成交确认书》,并向南山区工业和信息化局申请签订《深圳市总部项目产业发展监 管协议》。根据《深圳市总部项目产业发展监管协议》,地块将用于泛视频类科技研发总部项目。 此次出让地块备受关注,地块要求由企业联合竞买,联合竞买申请人需提交由联合体各成员单位签署的联合建设总部大厦协议,且在公告期与挂 牌期内,若有1家联合体成员单位退出,则该宗地终止出让。 从地块出让信息来看,此次出让地块的宗地号为K602-0016,地块位于南山区粤海街道科苑南路与登良路交汇处西北角,土地用途为商业用地, 总用地面积9508.38平方米,挂 ...
如何正确理解Token经济学?
3 6 Ke· 2025-09-23 11:04
Core Insights - The article emphasizes the significance of Tokens in measuring the performance and commercial viability of AI models, shifting the focus from what AI can do to quantifying its efficiency, cost, and value [1][14][16] Group 1: Token Consumption and Revenue - Token consumption is closely linked to computational power, which in turn correlates with revenue for model providers [2] - OpenAI's token usage on Microsoft Azure is projected to increase from 0.55 trillion to 4.40 trillion daily tokens between June 2024 and June 2025, with annual revenue expected to rise from $5.5 billion to over $10 billion [3] Group 2: Consumer and Business Applications - Major contributors to consumer token consumption include AI features in high-traffic applications like Google Search and Douyin, with Google’s AI Overview feature projected to consume between 1.6 trillion and 9.6 trillion tokens daily [4][5] - ChatGPT remains a significant driver of token consumption, with a combined monthly active user base of 1.015 billion across app and web platforms as of July 2025 [7] Group 3: Business Applications and Market Penetration - Business applications are seeing high penetration rates, with OpenAI's B2B revenue expected to account for 54% of its annual recurring revenue by 2025 [9] - Google has reported over 85,000 enterprise customers for its Gemini model, leading to a 35-fold increase in token consumption [9] Group 4: Technological Advancements - The increase in token consumption is attributed to advancements in reasoning capabilities, multi-modality, agent-based systems, and longer context lengths, which enhance the practical application of AI [10][12] - New models like GPT-5 and Grok4 are designed to improve AI's usability in complex scenarios, thereby increasing token consumption [11] Group 5: Pricing Dynamics - Despite the increase in token consumption, the pricing for tokens is decreasing due to competitive pricing strategies and optimization of computational costs by model providers [13] - The introduction of tiered pricing models allows smaller clients to access AI capabilities, further driving token consumption [13] Group 6: Economic Implications - Understanding token economics provides insights into cost-effectiveness, technological efficiency, and the evolution of application scenarios, marking a shift towards a more mature and industrialized AI sector [14][16]
美图,一个AI版的化妆品公司?
3 6 Ke· 2025-08-21 11:23
AI功能给了用户一个付费美图的理由。付费订阅,是理性和情绪结合的消费。这意味着美图虽然是个技术型 公司,但也可以像化妆品一样赚取高昂的毛利率。 整个2025年,中国资本市场只有两个主线叙事:一个是情绪消费,另一个是AI科技。 前者代表溢价,后者代表想象空间。遗憾的是,两者很难融合,毕竟蜜雪冰城的奶茶里喝不出AI的味道,寒 武纪的芯片也很难带来什么情绪价值。 但如果AI技术是用来变美的,两种叙事就有机会交叉在一起。 曾跌入低谷的美图秀秀在AI新功能加持下,用户、业绩、股价全部激增。相比于大多数的AI生意,美图展现 出了极强的溢价能力:最新的半年报里,其毛利率超过70%,比微软还高。研发投入和资本开支数字也并不 高得夸张,最终带来了超过20%的高额净利率。 极高的毛利率,和不算太高的技术投入,让美图看起来不像是AI公司,反倒更像是美妆公司。 更重要的是,AI功能给了用户一个付费的理由。美图不必东施效颦地做广告服务。 2022年,美图靠订阅服务实现了历史首次盈利。此后AI带动的订阅服务,就成了美图的核心业务。2025年半 年报显示,上半年美图总收入18亿元,同比增长12.3%,调整后净利润4.67亿元,同比大增71 ...
美图2025上半年AI功能多点爆发,持续验证全球出圈能力
Huan Qiu Wang· 2025-08-19 01:39
Core Insights - Meitu's total revenue for the first half of 2025 reached 1.8 billion yuan, marking a year-on-year increase of 12.3% [1] - Adjusted net profit attributable to equity holders of the parent company was 467 million yuan, reflecting a significant year-on-year growth of 71.3% [1] - The company's image and design product business saw a robust growth of 45.2%, generating 1.35 billion yuan, which accounted for 74.2% of total revenue [1] - Meitu's global monthly active users reached 280 million, an increase of 8.5% year-on-year, with users outside mainland China accounting for 98 million, up 15.3% [1] Revenue and Profitability - The strong revenue growth is attributed to the record high of 15.4 million paid subscription users [1] - The company's localization strategy has shown initial success, particularly in overseas markets where productivity tool MAUs grew by over 90% year-on-year [1] Globalization Strategy - Meitu's globalization efforts have made significant progress, with the company emphasizing the potential of the global productivity market [1] - The company has been expanding its product offerings in overseas markets, including the launch of design tools and RoboNeo, which has gained popularity globally [5] AI and Product Innovation - The introduction of AI features has driven significant user engagement, with various apps achieving top rankings in multiple countries [2] - The AI-driven transformation is seen as a catalyst for the second wave of growth, enhancing user experience and commercializing the product offerings [7] Market Trends - The demand for productivity tools in overseas markets is described as rigid, with a strong willingness to pay, indicating a favorable environment for Meitu's expansion [5] - Analysts suggest that the combination of mature markets in Europe and North America, along with the rise of Southeast Asia, presents new opportunities for Meitu's global strategy [6]
滤镜之王 VSCO 回归,我的青春回头望了我一眼
3 6 Ke· 2025-08-08 07:22
Core Insights - VSCO, once a dominant player in photo editing apps, is attempting a comeback with the launch of VSCO Capture in 2025, aiming to re-establish its relevance in a competitive market [3][18][40] Product Features - VSCO Capture shifts the focus from a gallery-based interface to a shooting-centric design, emphasizing the act of capturing images with a simplified user interface [4][18] - The app supports a wide range of iPhone formats, including HEIC and ProRAW, enhancing its compatibility with modern devices [7] - It includes 58 built-in filters categorized into various styles, allowing users to apply effects before taking photos [10][18] - Unique features like Bloom and Halation effects are available in manual mode, adding creative options for users [21][23] User Experience - Despite its innovative approach, the app faces criticism for its filter naming and categorization, which can confuse users and detract from the overall experience [28][36] - The app's strategy of pre-applying filters during shooting is seen as flawed, as it does not meet contemporary user expectations for quick and intuitive interactions [36][40] - The overall design and functionality of VSCO Capture appear outdated compared to newer competitors, which may hinder its success in the current market [36][40]
你的手机、账号到底绑定了多少「授权登录」?这篇文章教你一次查清、解绑
3 6 Ke· 2025-05-12 02:01
Core Points - The article discusses the increasing complexity of managing personal information across various internet accounts and the emergence of new standards like Passkey to simplify registration and login processes [1][3] - It highlights the dual nature of third-party account authorization, such as OAuth 2.0, which simplifies user registration but also raises privacy concerns [3][4] - The article emphasizes the importance of understanding and managing authorized logins to protect personal information [4][32] Group 1: Third-Party Authorization Systems - OAuth 2.0 has been widely adopted since its inception in 2006, facilitating services like "Sign in with Apple" and "Sign in with Google" [3][4] - Apple has actively promoted privacy protection through its "Sign in with Apple" feature, which allows users to manage their authorizations transparently [4][5] - Google offers a similar service with "Sign in with Google," providing users with options to manage their authorized apps and services [7][8] Group 2: Privacy Management by Major Companies - Microsoft provides a straightforward management interface for its account authorizations, although its usage scenarios are less extensive compared to Apple and Google [10][11] - Meta (formerly Facebook) maintains a significant presence in social media, allowing users to manage third-party authorizations through its app and website [12][13] - Domestic platforms like QQ and WeChat offer relatively transparent management of third-party authorizations, though the process may not be as user-friendly as that of Apple or Google [14][15] Group 3: Challenges in Authorization Management - WeChat's approach to managing authorizations for mini-programs is less clear, making it difficult for users to manage their data effectively [15][16] - Alipay provides a more intuitive management system for third-party app authorizations compared to WeChat, but still lacks bulk management options [18][20] - Sina Weibo presents significant challenges in managing third-party authorizations, with users unable to view or revoke their authorizations easily [20][22] Group 4: Regulatory Developments - The Ministry of Industry and Information Technology (MIIT) in China has introduced services like "One Certificate to Check 2.0," allowing users to query the number of internet accounts linked to their phone numbers [32][35] - The "Second Number Renewal" service aims to enhance personal information security by allowing users to unlink accounts associated with previous phone numbers [35]
速递|字节AI高管卷入桃色风波:Seed VP级AI负责人被曝婚内出轨,已被暂停工作权限
Z Finance· 2025-03-27 21:31
Core Insights - A recent report involving ByteDance's Seed team VP-level language model head, Qiao, has surfaced, alleging inappropriate conduct with HRBP Cheng. The allegations remain unverified, and both parties, along with ByteDance, have not officially responded yet [2] - ByteDance has swiftly suspended the accounts of the involved parties, indicating the initiation of an internal investigation following the public outcry [2] - The Seed team is undergoing significant restructuring after the appointment of former Google DeepMind VP, Wu Yonghui, as the head of foundational research for the large model team [3] - Despite rumors of layoffs, ByteDance has confirmed that there are currently no plans for layoffs within the Seed team, and key model layer leaders remain unchanged [4] Company Restructuring - The restructuring involves multiple key personnel shifting reporting lines to Wu Yonghui, including leaders from various AI teams such as AML, AI Lab, and the large language model team [3] - The restructuring aims to enhance the capabilities of ByteDance's AI models, which are positioned against competitors like ChatGPT and Midjourney [5][6] Product Development - ByteDance's Seed team is focused on developing various AI models, including language, visual, and multimodal models, with specific products aimed at competing with established players in the market [5][6] - The team is also working on educational tools and content generation products, indicating a broad strategy to diversify its AI offerings [6]
QuestMobile2025 “她经济”洞察报告:6.24亿“她力量”释放三大场景消费力量,催生多元消费形态!
QuestMobile· 2025-03-11 01:59
Core Insights - The report highlights the significant growth of female users in the mobile internet sector, with a total of 624 million active female users as of January 2025, reflecting a year-on-year increase of 2.6% [4][3][6] - Female users exhibit strong online consumption capabilities, with 33.1% of them having a spending capacity of over 2000 yuan, and a notable preference for brands, price, quality, and health considerations in their purchasing decisions [8][9][10] Group 1: User Demographics and Behavior - Female users account for nearly 50% of the total online user base, with significant representation from the post-80s, post-90s, and post-00s generations, the latter showing a 1.4% year-on-year growth [4][6] - The average online usage time for female users has increased to 173.6 hours, surpassing the overall user average by 2.2 hours [5][6] - The user base is increasingly diverse, with nearly 60% of female users coming from lower-tier cities, indicating a shift in consumption attitudes [6][8] Group 2: Consumption Trends - Female users are expanding their consumption boundaries, showing a keen interest in health-related products and services, with a growing emphasis on brand sensitivity and quality [8][11] - The demand for high-end mobile devices is rising, with over 60% of female users opting for devices priced above 2000 yuan, favoring brands like Huawei, Apple, and OPPO [9][10] - The report identifies three main consumption scenarios: social consumption, lifestyle consumption, and durable goods consumption, with platforms like Weibo and Xiaohongshu being particularly popular among female users [2][12] Group 3: Content and Media Engagement - Female users are highly engaged in mobile video, social media, and e-commerce, with significant growth in short video consumption and live streaming interactions [27][28] - The interest in health and wellness content is on the rise, with female users actively following health-related KOLs and engaging in self-care practices [24][23] - The popularity of beauty and lifestyle apps is evident, with major platforms like Meitu and Xiaohongshu seeing high female user engagement [25][32] Group 4: Product Preferences and Innovations - The report notes a growing trend towards smart home devices and health monitoring wearables among female users, with a 16.9% year-on-year increase in active users of health management apps [23][18] - Female consumers are increasingly favoring products that enhance personal care and beauty, with brands like Lancôme and domestic brands like Han Shu gaining traction [15][19] - The automotive sector is also adapting to female preferences, with new energy vehicles designed with features that cater to women's needs [20][21]
QuestMobile2025 “她经济”洞察报告:6.24亿“她力量”释放三大场景消费力量,催生多元消费形态!
QuestMobile· 2025-03-11 01:59
各位童鞋搭嘎猴啊,上周" 2024年中国移动互联网年度大报告"看的怎么样?有童鞋在后台 留言:"终于,太阳有了暖意,春天总算来了……"O(∩_∩)O哈哈~过去一段时间确实是跌宕 起伏,不只是气温,AI技术和产业也是如此,不过,轻舟已过万重山,春意盎然,所有没 被"倒春寒"冻死的,春天将会更强大! 言归正传,今天就给大家分享一下 "她经济"洞察报告。Qu e s tMobi l e数据显示,截止到 2025年1月,女性用户活跃规模已经达到6.24亿,同比增加了2.6%。其中,80后、90 后、00后占比近五成;00后增长较快,同比增加了1.4%。 相比大盘,女性用户线上高消费能力一直都很强,2000元以上消费能力用户占比达到 33.1%,品牌、价格、品质、健康是她们消费时关注的核心要素;同时,女性用户中终端价 格超过2000元的占比超过六成,华为、Appl e、OPPO位居前三,占比分别为22.3%、 22.2%、21.4%。 具体到领域上看,女性用户在移动视频、生活服务以及社交、购物等领域活跃量、粘性较 高,形成了"社交消费"、"生活消费"、"耐用品消费"三大场景:微博、小红书等沉浸式平 台"社交货币"价值彰 ...