如果把自己视为一个产品去打造，那么我们就是自己这个产品的产物。从这个角度看，我们对自己这个产品同时要提三方面要求： 03. 通过自律，不断成长 其实人在成年之后最重要的成长途径就是通过自律。人性天生有贪痴嗔痴等各种弱点，无论是普通人还是领导者。如何克服这些弱点，是我们成长的挑战， 也是机会。 自律说起来容易，但做起来很难，对个体依赖太大。所以最好的方式是通过机制实现对自己的约束，也就是通过规则实现自律。通过自律，不断成长。 而且这三方面要同时做到。看起来似乎要求太多，但其实都可以做到，而且必须都做到才有竞争力。更进一步，正是要求这三方面都做到，我们自己这个产 品才真正具备竞争力。 02. 感谢轻视你的人 每个人都要特别感谢那些轻视你、敌视你的人。正是这些人让你认清世界的真相和自己的不足。补上这些不足，让自己更强壮、更坚韧，更有影响力。 04. 做「长期有价值」的事 什么是对未来10年都有益的事情，就是你现在应该投入最多时间去做的，无论对公司还是对个人而言，上述规则都成立。时间运用法则只有一条：在最重要 的事情上投入最多时间。 太多人不重视最重要的事情，所以每天不得不应急。每天的时间里，必须有很大比例投入「长期 ...

Core Insights - Lovart, also known as "星流AI" in China, has rapidly gained attention in the AI application field, with significant engagement on social media and a surge of users seeking trial invitations [1][3] - The emergence of Lovart signifies a shift from traditional AI tools to a new model of creative collaboration, redefining the relationship between creators and AI [3][19] Group 1: Old World Challenges - The previous generation of AI tools, referred to as AIGC 1.0, only addressed the initial stages of the creative process, leaving creators to handle the majority of integration and editing tasks manually [6] - The introduction of workflow tools like ComfyUI marked the AIGC 2.0 era, but their complexity deterred most designers, making them more suitable for AI experts rather than general creators [6][7] Group 2: New Model Introduction - Lovart's founder, Chen Mian, identified that creators need a comprehensive solution rather than just advanced tools, likening the new model to a "chef team" that handles all aspects of creative work [7][8] - The core idea of Lovart is to transform AI from a mere tool into a "Creator Team," allowing users to act as clients who provide input while AI manages the execution [8][19] Group 3: Interaction Redefined - Lovart's product design emphasizes a natural interaction model, using a metaphor of a "table" where creators can easily communicate their needs and see the results in real-time [9][11] - The interface consists of a large canvas for visual work and a dialogue box for user instructions, streamlining the creative process and enhancing user experience [10][11] Group 4: Market Positioning - Lovart strategically targets the overlooked "creative individual" and professional consumer segments, avoiding direct competition with industry giants like Adobe and Midjourney [14] - The company focuses on creating unique user experiences by integrating domain knowledge with AI capabilities, rather than simply improving existing tools [14][15] Group 5: Future Outlook - Lovart is positioned at the forefront of the emerging Agent era, which is expected to revolutionize the creative industry by enhancing collaboration and efficiency [15][19] - The founder believes that the true potential of AI lies in its ability to replace not just individual tools but entire collaborative teams, fundamentally changing the creative landscape [19][21]

2025 年 7 月 11 日，由起点锂电、起点 固态电池 、起点两轮车及换电主办 ， 以 "换电之城 智慧两轮"为主题 的 2025 第五届起点两轮车 换电大会暨轻型动力电池技术高峰论坛 在 深圳宝安登喜路国际酒店正式举办。 本次论坛聚焦两轮车及换电、两轮车锂电、两轮车钠电、高倍率、超快充、新材料、新工艺等前沿技术，进行深度探讨和思维碰撞。论坛 现场 300+ 两轮车换电及电池细分重量级企业， 600+ 企业高层汇聚共论行业发展。 在下午新国标电自电池技术专场， 时代瑞象 总工程师 徐斌发表演讲，分享主题： 磷酸锰铁锂产业化研究。 以下为演讲实录： 各位嘉宾，各位朋友，大家下午好！ 前面各位嘉宾分享的都是终端的电芯或者是两轮车，我分享的是正极材料，好的电芯 与电动两轮车 离不开 优异的 正极材料的支撑，我们一起 协同发展。 我演讲的题目是：磷酸锰铁锂产业化 应用 研究。 下面，我从 6 个方面进行分享。 第一是公司的介绍。 白银时代瑞象公司，公司成立于 2022 年 10 月，位于甘肃省白银高新技术产业园。由甘肃大象能源科技有限公司、白银有色集团共同投资成 立，建设 10 万吨锰基正极材料生产制造基地。 2 ...

Group 1 - The Chinese national team achieved remarkable success in various international competitions, winning a total of 37 gold, 24 silver, and 21 bronze medals, highlighting the importance of scientific training and comprehensive logistical support, particularly in sleep management [1] - Serta, as the exclusive supplier of sleep solutions for TEAM CHINA, provided over 17,000 health sleep products, including mattresses, electric beds, bedding, and pillows, with over 90% of the products coming from the Serta brand [1][5] - High-quality sleep is crucial for athletes to recover from intense training and competitions, enhancing muscle repair, immune function, cognitive abilities, and reaction times, thus playing a key role in maintaining competitive performance and preventing injuries [3][5] Group 2 - Serta has been the exclusive supplier of intelligent sleep solutions for various Chinese national teams, including cycling, fencing, and shooting, providing a significant number of professional sleep products for training bases and Olympic preparations [5] - The company has a long history in the mattress industry, having been established in 1931, and has continuously innovated in sleep technology, including the introduction of smart beds and specialized mattress springs [5][7] - Serta collaborates with over 1,300 five-star hotels in China and has established a service network covering over 600 cities and 2,000 retail stores, allowing more consumers to experience advanced sleep technology [7]

Company Overview - Gentherm (NASDAQ: THRM) is a global market leader in innovative thermal management and pneumatic comfort technologies [4] - The company offers automotive products such as Climate Control Seats (CCS®), Climate Control Interiors (CCI™), Lumbar and Massage Comfort Solutions, and Valve Systems [4] - In the medical sector, Gentherm provides patient temperature management systems [4] - The company employs over 14,000 people across 13 countries [4] Financial Performance - Gentherm recorded annual sales of approximately $1.5 billion in 2024 [4] - The company secured $2.4 billion in new business awards in the automotive sector [4] Upcoming Events - Gentherm will report its financial results for the second quarter of 2025 on July 24, 2025 [1] - A conference call to discuss these results will take place at 8 am (ET) on the same day [1]

Group 1 - Johnson & Johnson is set to release its second-quarter earnings on July 16, with analysts estimating adjusted earnings of $2.68 per share and sales of $22.85 billion [1] - Investor focus will be on the updated 2025 guidance, the impact of tariffs and biosimilars, and the progress of the company's pipeline and recent product launches [1][3] - Bank of America Securities has updated its revenue estimates for Johnson & Johnson for 2025 and beyond ahead of the earnings release [2] Group 2 - Bank of America slightly increased its second-quarter 2025 revenue and EPS estimates by 1% due to improved foreign exchange rates, with similar modest increases projected for the later 2020s [4] - Despite the upward revisions, Bank of America maintains a Neutral rating and a price forecast of $61, considering the stock fairly valued [5] - Johnson & Johnson anticipates a $2 billion net headwind in 2025, affecting various assets while Xarelto is expected to benefit [6] Group 3 - CFO Joseph Wolk revised the estimated 2025 tariff impact down to $200 million from $400 million, with the majority expected in the second half of the year [7] - A federal court sided with the U.S. Department of Health and Human Services, rejecting Johnson & Johnson's attempt to alter its participation in the 340B Drug Pricing Program [7][8]

Key Takeaways MRK faces major headwinds as Keytruda, its top seller, nears the loss of exclusivity in 2028. Gardasil sales dropped 40% in Q1 2025 due to weak China demand, despite strength in other regions. MRK expects IRA's Medicare drug pricing to impact Januvia in 2026 and Keytruda starting in 2028.Merck (MRK) is expected to face several hurdles over the next few years that could affect its long-term growth trajectory, starting with the anticipated loss of exclusivity of its blockbuster PD-L1 inhibitor ...

Key Takeaways JNJ expects 2025 to be a catalyst year, with accelerating growth in the second half of the decade. PFE faces declining COVID revenues and upcoming patent expirations for several key drugs. JNJ forecasts 5-7% annual growth in Innovative Medicine from 2025 to 2030Johnson & Johnson (JNJ) and Pfizer (PFE) rank among the world’s largest pharmaceutical companies, each with broad and diversified healthcare portfolios. J&J operates primarily through its pharmaceuticals and medical devices segments. ...

Key Takeaways AZN's oncology sales hit $5.6B in Q1 2025, up 13%, led by drugs like Tagrisso, Imfinzi, and Enhertu. Truqap and Datroway launches in HR HER2- breast cancer show early sales strength and FDA momentum. AZN eyes pipeline growth with late-stage drugs camizestrant and volrustomig across multiple cancer types.AstraZeneca (AZN) is one of the leading drugmakers in the oncology space. Oncology sales (comprising around 41% of AstraZeneca‘s total revenues) rose 13% in the first quarter of 2025, generat ...

Core Insights - AbbVie has effectively managed the loss of exclusivity for Humira by launching two new immunology drugs, Skyrizi and Rinvoq, with significant sales expected in the upcoming quarterly report [1][3][8] Group 1: Drug Performance and Sales Expectations - Skyrizi and Rinvoq have been launched across major indications previously covered by Humira, including a new indication for atopic dermatitis, showing strong performance particularly in inflammatory bowel disease (IBD) [2] - AbbVie anticipates combined sales of $6 billion for Skyrizi and Rinvoq in the second quarter, with individual estimates of $4 billion for Skyrizi and $2 billion for Rinvoq [3][8] Group 2: Expansion in Other Therapeutic Areas - AbbVie is also expanding its oncology and neuroscience portfolios, adding new therapies such as Epkinly, Elahere, and Emrelis, bringing its total oncology therapies to five [4] - The neuroscience segment has seen growth driven by increased uptake of migraine treatments, Ubrelvy and Qulipta [4] Group 3: Competitive Landscape - The immunology market is highly competitive, with key players like Johnson & Johnson and Eli Lilly also expanding their portfolios. Johnson & Johnson is focusing on Tremfya after Stelara lost patent exclusivity [5] - Eli Lilly has recently received FDA approval for Omvoh, marking its entry into the IBD market, which enhances its immunology offerings [6] Group 4: Valuation and Market Performance - AbbVie shares have outperformed the industry year to date, trading at a price/earnings (P/E) ratio of 14.21, slightly below the industry average of 15.01 [7][10] - The bottom-line estimate for AbbVie in 2025 remains at $12.28, with a slight increase in the 2026 estimate from $14.05 to $14.06 [11]