棋局已开，落子无悔。 当腾讯的创始人马化腾先生以个人身份，悄然入局一家酒店管理公司时，住宿业这盘大棋的"天元"之位，仿佛被投下了一颗蕴含万千变化的棋子。这绝非一 次简单的财务投资，而是一声划破行业长空的惊雷，一个宣告住宿业正式进入"巨头时代"的强烈信号。 随之而来的，是"标准"——技术的标准、流量的标准、管理运营的标准。这套由互联网巨头淬炼而成的"屠龙之术"，正以"降维打击"的姿态，准备横扫这片 充满了"手艺人"情怀的江湖。一时间，风声鹤唳，草木皆兵。几乎我身边的每一位民宿主都在问同一个问题，一个充满了焦虑与迷茫的生存拷问： 我们，还有活路吗？ 《孙子兵法》有云："知己知彼，百战不殆。"恐慌与逃避，解决不了任何问题。面对这场不可逆转的"大洗牌"，我们民宿人，尤其是从云南这片热土上成长 起来、已将足迹遍布全国的先行者们，必须拿出当年"开疆拓土"的勇气与智慧，去冷静地解剖对手，清醒地审视自我，并在巨头"标准"的铁壁合围中，找到 那条属于我们的、不可替代的"活路"。 第一章：巨头的"阳谋"——"标准"究竟是什么？ 要看清棋局，必先读懂棋手。巨头带来的"标准"，并非只是酒店业SOP的简单升级，而是一整套源自互联网底层 ...

在电商竞争愈发激烈、短视频成为"内容即流量"的今天，如何批量生产高质量内容、提升ROI并降低成本，成为所有本土电商品牌甚至出海电商的共性难 题。 9月25日，虎嗅智库第53期502线上同行活动，特别邀请了今立智能、特赞科技、数美科技和常垒资本的四位重磅嘉宾，展开了一场关于AIGC如何打破短视 频创意与效率瓶颈的深度讨论。整个活动内容丰富、观点犀利、真实案例直击痛点，给出了一系列极具实操价值的答案。 以下是部分内容回顾，期待能帮助大家理解AIGC如何在短视频内容生产中解锁新增长。 产品决定你能不能上场，素材决定你能跑多远 作为第一个发言的嘉宾，今立智能CTO丁善文直言："每一项生意的成功，核心要素就是'产品+好素材→好流量→订单'。在电商行业，素材生产的瓶颈常常 导致短视频内容无法有效驱动增长。" 他强调，目前电商领域面临的主要痛点之一是短视频素材的生命周期过短，通常只有2-3天的有效期，这迫使品牌商必须且不得不不断生产海量的二次创作 视频。 丁善文把"流量从哪里来"拆成三条路：工具流、自然流、付费流。 "工具流流量大但信任低；自然流IP最值钱却最吃专业；付费流最快也最容易翻车。"三条路指向同一个瓶颈——"内容 ...

记者丨 孙燕 编辑丨陶力 "去年和《黑神话悟空》制作方图形科学在文投大会上认识后，现在我们已经开启了数字创意 新业务板块，拿到了很多游戏公司的合作订单。"9月25日，在2025粤港澳大湾区文化产业投 资大会（以下简称"粤港澳大湾区文投会"）上海推介会现场，上海建为历保科技股份有限公司 副总裁、董事会秘书刘文卓颇有感触地回忆了参加2024年大会时的经历。 在她看来，参会过程中切切实实感受到了主办方对于"项目找资金，资金找项目"理念的实践， 接触到了广州文投、广州城投等投资机构，这个是最核心的亮点。 与刘文卓一同出席上海推介会的近60家企业代表，也不约而同地表达了对于资源和资金的需 求，希望借助粤港澳大湾区文投会获得更多新的机会和空间。 本次推介会，既为长三角文化企业了解大湾区投资机遇提供了窗口，也为两地在文化创意、金 融资本、科技应用等方面的互动奠定了基础。 正如刘文卓所感受到的，参会企业不仅形成了实打实的合作，还获得了与大湾区头部文化产业 投资基金深入交流的机会，并掌握了最新政策。"我们在会上了解到广州南沙享受'双15%'税收 优惠政策，所以把广州子公司迁到了南沙，在企业发展、税收优惠方面都享受到了好处。" ...

新京报讯（记者刘玮）9月24日，由北京市广电局承办，百度APP协办的2025北京文化论坛"热AI无限，剧力生 长：微短剧内容与技术创新沙龙"在北京朗园举办。本次北京文化论坛秉持着"传承·创新·互鉴"的精神，奏响"文化 与科技融合"的年度之音，而"微短剧内容与技术创新沙龙"作为北京文化论坛的20余个专业沙龙之一，与业内众多 微短剧公司、高校学者、行业专家共话AI时代微短剧的破圈和突围之道。到场嘉宾通过交流，凝聚行业共识，共 同推进AI技术和微短剧的高质量融合创新和发展。AI技术为创作带来了新的方向和希望，技术正在做的不仅仅是 简单的普惠，更重要的是一场深刻的赋能，把内容的创作权、话语权真正交到更广大的创作者手里。 【现状】 内容的需求与技术赋能的双重胜利 在于轲看来，微短剧的爆发不是一个偶然，是内容发展的必然趋势，是内容的需求与技术赋能的双重胜利。它把 内容切分到秒级，短剧利用秒级叙事节奏抓住了用户的碎片时间，技术上实现了算法的精准推荐，也就是剧找人 的逻辑。"这比人找剧效率高很多，两者的结合点燃了整个市场。" 随着微短剧的逐步发展壮大，整个市场也从"野蛮生长"过渡到逐渐"精品化"，于轲表示，微短剧市场现在有三 ...

Core Insights - The article emphasizes the ongoing growth and competition in the mobile internet ecosystem, driven by advancements in AI and technology, with a focus on user engagement and the expansion of various applications and services [3][4][11]. Group 1: Mobile Internet Growth - As of August 2025, the total internet traffic reached 1.267 billion, with WeChat Mini Programs contributing 950 million, indicating a steady increase in user scale [11]. - Key areas of growth include smart devices, mobile games, and mobile video apps, reflecting the sustained demand for hardware ecosystems and entertainment [13]. - The advertising resources are increasingly concentrated in short video, e-commerce, and instant messaging platforms, with their expenditure share continuing to rise [15]. Group 2: Competitive Landscape - Major companies like JD.com and Douyin Group have achieved double-digit growth rates, highlighting the intensifying competition in traditional e-commerce and local services [16]. - Companies are leveraging core and emerging business synergies to strengthen their market positions, with Tencent's gaming sector and Alibaba's travel services showing significant growth [18]. Group 3: User Engagement Strategies - Platforms are employing diverse subsidy strategies, such as red envelopes and discounts, to attract new users and encourage higher frequency of consumption [25]. - The tourism sector has shown impressive growth, with the top four online travel platforms experiencing year-on-year increases in user numbers [29]. Group 4: AI Integration and Ecosystem Expansion - News platforms are utilizing AI to enhance information retrieval efficiency, with smart assistants becoming crucial for user retention [33]. - AI application plugins are rapidly expanding, with increasing user acceptance and the embedding of AI capabilities into existing ecosystems to create new traffic distribution channels [35]. Group 5: Cross-Platform Collaboration - Vertical platforms are achieving ecosystem expansion through cross-industry collaborations, such as Didi extending its membership system to dining and hotel services [50]. - The integration of various media channels is enhancing user engagement and interaction across multiple devices and platforms [38].

本届博览会设置沪苏浙皖三省一市四大区域展馆和技术装备、内容创制、融合应用三大特色展区，参展 机构超过200家，将集中展示4K超高清、XR虚拟制作、AIGC、裸眼3D、具身机器人等七大前沿技术场 景，科大讯飞（002230）、中科大洋、爱奇艺、优酷等头部企业将携新设备新技术新成果参展，再现 《哪吒2》《东极岛》等影片大场景制作过程，并配合"苏超"第十三轮比赛设置"苏超4K超高清直播第 二现场"。江苏展区还将迎来新华报业传媒集团、凤凰出版传媒集团首次参展。 展会期间将首次发布《长三角广电视听高质量发展报告》，"金茉莉"视听论坛将邀请专家围绕广电视听 高质量发展与广电媒体系统性变革展开阐述。 本报讯(记者冯圆芳)记者19日从省广电局召开的新闻发布会获悉，以"智汇长三角、视听创未来"为主题 的2025长三角高新视听博览会，将于9月26日至28日在南京国际展览中心举办，同期将举办2025"金茉 莉"视听论坛。 ...

Group 1 - The Guangdong-Hong Kong-Macao Greater Bay Area Cultural Industry Investment Conference has released cultural industry investment funds totaling approximately 25 billion yuan over two years, with a signed investment amount of 2 billion yuan in 2023 and an actual financing amount of 1.51 billion yuan within a year [1] - The average market valuation of companies participating in roadshows has increased by 23.6%, with examples such as Jason Animation's valuation rising from less than 600 million yuan to 2 billion yuan [1][3] - The conference aims to connect cultural enterprises with investment institutions, promoting investment opportunities in the cultural sector and enhancing collaboration between the two parties [5][6] Group 2 - The Greater Bay Area has created 1/9 of the national economic output with only 0.6% of the country's land area, showcasing rapid development in new productive forces [3] - The cultural industry in Guangdong is characterized by strong competitive advantages in digital creativity, animation games, online audio-visual, and digital cultural manufacturing [4] - The conference emphasizes investment in future-oriented cultural sectors rather than traditional cultural fields, aligning with national strategies for cultural digitalization and technological integration [4][5] Group 3 - The 2025 Greater Bay Area Cultural Industry Investment Conference is scheduled to take place from November 26 to 28 in Guangzhou, featuring a "3+365" model for year-round investment services [7] - The conference will include a main forum, eight thematic roadshows, and various supporting activities to showcase new products, technologies, and scenarios, facilitating funding for enterprises and project discovery for investors [7] - The conference aims to promote deep integration of culture, technology, and finance, continuously launching new cultural projects in areas such as AIGC, digital humans, and the metaverse [7]

Core Insights - The current market trend is focused on AI applications, particularly in the hardware sector, with significant gains observed in overseas optical modules and PCBs since June, followed by a resurgence in domestic computing power led by Cambrian in mid-August [1][2] - The report suggests that while the computing power market is not expected to end soon, there is growing profit-taking pressure, leading to a cautious sentiment among risk-averse investors [1][2] - The report emphasizes the importance of exploring downstream applications as a viable investment strategy, particularly in sectors like AI+ innovative drugs, AI+ military, AIGC, edge AI, humanoid robots, and intelligent driving [2][3] Market Dynamics - The lag in downstream AI applications is attributed to a lack of short-term certainty, with no breakout products or smooth business models emerging, resulting in insufficient visibility for listed companies [2][3] - Historical trends from the "Internet+" era indicate that the eventual explosion of AI applications is inevitable, with the potential for greater market space compared to upstream hardware [2][3] - The report highlights that the current market environment, characterized by ample liquidity, could trigger significant movements in AI applications if upstream hardware experiences a correction [2][3] Historical Context - The report draws parallels between the current AI wave and the "Internet+" trend from a decade ago, noting that the latter saw a transition from hardware-led growth to application-driven expansion [3][4] - The timeline of the "Internet+" boom from 2013 to 2015 illustrates that the application side experienced a longer duration of growth compared to the hardware sector, suggesting a similar trajectory for AI applications [3][4] Investment Recommendations - The report recommends positioning in AI application sectors as a "call option," suggesting proactive investments in areas with mid-term certainty in industry logic [2][3][17] - Specific sectors highlighted for potential investment include AI+ innovative drugs, AI+ military, AIGC, humanoid robots, and intelligent driving, which are expected to benefit from the ongoing AI trend [20][17] Data Insights - As of June 2025, the average daily token consumption in China surpassed 30 trillion, reflecting a 300-fold increase since early 2024, while active users of AI-native apps reached 270 million, marking a 536.8% year-on-year growth [8][10] - The report provides a comparative analysis of performance across various sectors, indicating that upstream hardware has significantly outperformed downstream applications since the onset of the current market dynamics [30][15]

Group 1 - The event "Yang 'Digital' Pu Digital Salon" was held with the theme "Policy Protection and Compliance Progress: New Ecology of Quality Internet Content Creation" [1][3] - The venue "V Gathering Place" aims to create an ecosystem for quality internet content creators, providing convenient services since its opening in July [3][15] - The event featured discussions on the transformation of mainstream media in short video formats and the challenges faced in this transition [10][11] Group 2 - AIGC (AI-Generated Content) was highlighted for its revolutionary impact on content production, emphasizing its efficiency and potential across various applications [11][12] - Legal compliance issues in internet content creation were discussed, focusing on AI tool usage, intellectual property rights, and advertising regulations [12][15] - The salon encourages interaction among participants, fostering discussions on the development paths for quality internet content creation [14][15]

Core Viewpoint - AI technology has fully penetrated the e-commerce business chain, significantly enhancing efficiency and experience across key nodes such as content generation, intelligent recommendations, customer service response, supply chain management, and logistics fulfillment [1][2] Group 1: AI's Role in E-commerce Transformation - The e-commerce industry is transitioning from a traffic-driven model to an intelligence-driven model, with AI technology becoming a core variable for new growth [2] - Consumption has become the main driver of economic growth, with e-commerce's penetration rate rising from approximately 24% in 2013 to 78% in 2023, making it a crucial channel for stable consumption growth [2] - AI is driving efficiency upgrades in product production, supply chain, and customer service, creating a closed-loop capability for intelligent operations [2] Group 2: Policy and New Economic Models - Policy support is focused on expanding domestic demand and encouraging the integration of e-commerce with AI technology [2] - New models such as the "first-release economy" and scenario-based consumption are accelerating, supported by AI-enabled content production and scenario innovation [2] Group 3: Efficiency, Cost Reduction, and Revenue Growth - On the supply side, AI assists e-commerce in upgrading through efficiency improvements and cost reductions, with platforms like Alibaba, Pinduoduo, and Amazon leveraging AI for product selection, content generation, and operational optimization [3] - The integration of AI with SaaS is enhancing merchant management efficiency and user engagement, thereby strengthening platform service capabilities [3] - AI applications in cross-border e-commerce, including product selection, translation, and logistics forecasting, are helping Chinese merchants efficiently expand into overseas markets [3] Group 4: User Experience and Consumer Decision-making - AI is reshaping user experience and consumer decision-making through personalized recommendations, virtual fitting, and voice interaction, enhancing the shopping experience [3] - The upgrade of customer service and shopping guidance through AI-driven customer service and product selection is improving user satisfaction and conversion rates, establishing a new path for "goods finding people" [3]