上周，Notion 推出了几个 AI 层面的更新，其中 AI 笔记这块，产品在各个层面的目标可以说直指备受创投 圈人士喜欢的 AI 笔记应用 Granola《 Notion 重磅更新打造 All-In-One AI 平台，AI 会议笔记正变成一个功 能 》。 不过作为一款 AI 驱动的会议记录和总结工具，Granola 在创投圈子里的口碑可以说是非常好，它被很多 VC 和创始人称为是最好的 AI 会议笔记产品，我之前曾详细介绍过《 又一 AI 笔记拿了 2000 万美金核心 针对创投人群，一创投 Newsletter 收入超过了 200 万美金 》， 它采用了一种更具协作性的方式让人与 AI 合作，而不是完全交给 AI。 创始人 Chris Pedregal 曾说， 现在大部分产品都是直接把人的角色取消了，但他认为人类应该得到更多的 信任，因为写作就是思考，你的工具应该支持你的思考，而不是取消它 。 "数据存储价值"和"团队协作网络效应" 在去年完成由 Spark Capital 领投的 2000 万美金 A 轮融资后，Granola 最近又完成了一轮 4300 万美金的 B 轮融资，由 Nat Friedm ...

Investment Rating - Industry Rating: Recommended [5] Core Views & Investment Suggestions - The demand in the domestic cultural tourism market is robust, with inbound travel orders increasing by 173% year-on-year for the upcoming May Day holiday. This indicates a peak travel interest since 2023, driven by long domestic trips and new tax refund policies for outbound travelers [2][24] - The gaming industry is seeing a normalization in supply regulation, with 127 games approved in April, reflecting a steady recovery in domestic demand and the cultural consumption industry chain [2][24] - AI is positioned as a crucial intersection of technological innovation and domestic demand expansion, with increasing importance on self-sufficiency and technological innovation for long-term development [3][25] - Investment opportunities include: 1) Hong Kong internet leaders benefiting from consumption promotion and employment stability 2) The gaming industry, which is expected to see policy incentives boost domestic demand and enhance product competitiveness 3) The film and cultural tourism sectors, which are likely to benefit from consumption policies that stimulate cinema recovery and improve consumer demand [3][25] Market Overview - In the 16th week of 2025 (April 21-25), the Shanghai Composite Index rose by 0.56%, the CSI 300 Index increased by 0.38%, and the ChiNext Index climbed by 1.74%. The Hang Seng Index saw a rise of 2.74%, while the SW Media Index fell by 0.11%, ranking 25th among 31 industries [1][12][18] - Among sub-industries, gaming and internet services saw increases of 1.56% and 1.39%, respectively, while the film industry experienced a slight decline of 0.14% [1][12][16] Industry News - The top three films at the box office were "Nezha: Birth of the Demon Child," "Sunshine Flowers," and "Detective Chinatown 1900." The most popular online films included "The Legend of the Condor Heroes: The Great Hero" and "Murder 3" [4][7] - The gaming market is experiencing significant growth, with the TCG (trading card game) market projected to exceed 20 billion, driven by major IPs entering the space [27]