大家好，我是长风。今天给大家带来上周资本市场的专业投研信息。 将投中网设为"星标⭐"，第一时间收获最新推送 速览投资风口，掌握资本律动。 作者丨 长风 来源丨 东四十条资本 焦点回顾： 硬科技赛道，半导体芯片仍是热门 。上周，韬润半导体完成数亿元级D++轮新一轮融资。本轮融资由熙诚金睿出任领投方，新微资本、银河源汇、众源 资本、金蚂投资等多家机构联合参投，深创投、高瓴创投、同创伟业等老股东亦超额追加投资。国产智能基座方案提供商润芯微科技（RIVOTEK）正式 宣布完成近4亿元B+轮融资。本轮融资由重庆长嘉纵横私募股权投资基金、恒旭资本、江苏省战新基金、苏州高铁新城国控等多家国资及产业资本共同 参与。 大健康赛道，创新药企业大额融资不断。 上周，专注于实体肿瘤TCR-T免疫细胞治疗药物开发的创新型企业新景智源宣布完成逾2亿元B轮融资。本轮 融资由杏泽资本和某知名产业基金共同领投，德联资本、元禾控股、苏州天使母基金跟投，老股东同高资本、格林美持续大力加持。此外，专注于中枢 神经系统（CNS）领域的创新生物医药公司纽欧申医药完成数千万美元的A+轮融资。本轮融资由礼来亚洲基金领投，Pivotal碧沃投资本跟投，现有股 ...

极客公园 . 用极客视角，追踪你最不可错过的科技圈。欢迎同步关注极客公园视频号 作者｜张鹏 编辑｜ 连冉 我最近意识到，自己刷小红书的时间越来越多了，而且，原因很奇特： 以下文章来源于极客公园 ，作者张鹏 我竟然是去刷科技动态和找创新产品的！ 为什么大家开始在小红书上聊科技和做产品了？ 没错，虽然我有很多内容渠道和自己写的Agent可以做这些事，包括极客公园整个编辑部、社区团队、投资团队都在帮我做这件事，甚至连我 的抖音都被自己「调教」为科技频道了，但是我统计了下我的小红书使用时长，今年上升最明显。 我仔细想了想，可能是因为小红书上有种比较独特的「人间视角」，看着许多真实的人在科技话题上「自然涌现」的讨论，和彼此间的「吵吵 闹闹」，似乎能更好的支持自己一些更具体的「直觉感知」。 我甚至觉得，对于科技圈来说，过去大家觉得主要是为了「吃喝玩乐」的小红书，如今正在有一种「新绿洲」的即视感。 这个感觉不好一句说清，不妨写一篇出来看看大家是不是也有所共鸣吧。 从科技内容的「夜市烟火气」开始 不知道大家是否和我一样，在过去几年的AI浪潮里，因为要疯狂学习和跟上时代，阅读了大量科技内容，但逐渐也时不时会有一个厌倦感，有 时 ...

Core Insights - The rise of AI is not just a technological shift but a profound awakening for individuals, emphasizing the importance of community and user engagement in innovation [1] - The concept of "super individuals" is emerging, where personal connections and genuine relationships with users become the true competitive advantage, rather than just technology [2][3] Group 1: AI and Community Engagement - AI has drastically reduced the cost of production factors, allowing individuals to achieve what once required a team, leading to a reevaluation of personal value and competitive edge [1] - Platforms like Xiaohongshu are becoming vital for developers to combat anxiety and find inspiration, acting as a "oasis" for innovation [1] - The community's genuine feedback and engagement are crucial for developers, as seen in the case of Plan Coach, where user interactions transformed them into "spiritual shareholders" of the product [2][18] Group 2: Developer Experiences - The founder of Plan Coach, Su Xiaojiang, exemplifies the journey of a solo developer who utilized community feedback to refine his product, achieving significant engagement with over 3000 likes on his initial post [10][12] - Macaron AI's founder, Chen Kaijie, highlights the importance of creating products that resonate emotionally with users, as demonstrated by the positive reception of his uniquely designed AI product [3][17] - Xiaohongshu has seen a surge in developer activity, with over 50,000 developers on the platform, indicating a thriving ecosystem for innovation and user collaboration [3][26] Group 3: The Role of Xiaohongshu - Xiaohongshu is evolving into a connector for developers, facilitating interactions between entrepreneurs, investors, and researchers, thus enhancing the innovation landscape [26][28] - The platform has experienced a 100% increase in tech content publication and a 200% growth in tech creators, showcasing its rapid development as a community for tech discussions [26] - Xiaohongshu aims to be the go-to platform for AI innovation, providing real user feedback and diverse methods for validating product ideas [29][30] Group 4: Marketing and User Trust - The concept of "doing oneself" is emphasized as a key marketing strategy, where authenticity and genuine communication with users build trust and loyalty [33][35] - Developers are encouraged to share their ideas early in the development process to validate user interest, reflecting a shift towards more open and interactive marketing strategies [38] - The community's feedback loop is vital, with developers receiving an average of 20 suggestions for product improvements, fostering a collaborative environment [17][18]

Core Insights - The article highlights the top AI products of the week, showcasing innovative solutions that enhance productivity and user experience in various domains [1][2]. Group 1: Macaron AI - Macaron AI is a highly personalized smart assistant designed to enhance daily communication efficiency and user experience by remembering user preferences and generating customized mini-apps [3][5]. - The product addresses the pain points of traditional chat tools by providing personalized memory and instant customization services, capturing the growing market for personalized smart assistants [6]. - The team behind Macaron AI is led by Kaijie Chen, who has a strong background in AI and robotics, having previously founded SilvaTech and Neoworld.Cloud [7]. Group 2: Recall - Recall is a personal AI encyclopedia aimed at professionals and knowledge workers, transforming diverse content into an interactive knowledge base [9][10]. - It upgrades traditional passive knowledge management to active insights, allowing users to summarize content and interact with it in real-time [10]. - Recall supports various content formats and emphasizes user control over data privacy [10]. Group 3: nFactorial AI - nFactorial AI is an innovative online education platform that connects users with virtual mentors modeled after top experts, providing personalized video tutoring [12][16]. - The product addresses the lack of personalization in traditional remote education by utilizing AI to replicate the teaching styles of real experts [16]. - It offers immersive interaction and high-quality content delivery, enhancing the learning experience [16]. Group 4: Autumn - Autumn is a subscription and usage management platform designed for AI startups, simplifying Stripe operations with just three API calls [18][21]. - It addresses the complexities of using Stripe's native features, catering to the needs of AI developers and startup teams [21]. - The platform emphasizes ease of integration and flexibility in pricing and usage management [21]. Group 5: Anything - Anything is a no-code application development platform that automates the entire process from requirement gathering to product launch using advanced AI agents [25][26]. - It solves issues related to traditional low-code platforms by significantly simplifying the development process and reducing barriers for non-coders [26]. - The platform supports large-scale projects and emphasizes a seamless user experience [26]. Group 6: Kuse - Kuse is an intelligent collaboration platform that integrates visual canvases with AI, aimed at enhancing productivity for knowledge workers and teams [30][31]. - It transforms chaotic inputs into structured outputs, addressing the challenges of information fragmentation in modern workplaces [30]. - The platform supports real-time collaboration and emphasizes intuitive usability [30]. Group 7: Airbook AI - Airbook AI is a business intelligence platform that automates data analysis and visualization across multiple data sources [35][36]. - It addresses the complexities of SQL writing and cross-system analysis, catering to data-driven enterprises [36]. - The platform focuses on simplifying operations and enhancing decision-making through intelligent data management [36]. Group 8: Snowglobe - Snowglobe is a testing platform for large language model (LLM) teams, simulating real user interactions to identify potential issues in AI applications [39][40]. - It enhances the quality assurance process by providing a comprehensive testing environment that goes beyond traditional methods [40]. - The platform emphasizes flexibility in testing configurations and rapid feedback for development teams [40]. Group 9: Bio Calls by Cross Paths - Bio Calls by Cross Paths is a monetization platform for social media creators, enabling them to convert their expertise into income through one-on-one calls [44][46]. - It addresses the limitations of traditional link-in-bio tools by offering dynamic pricing and a comprehensive income generation model [46]. - The platform focuses on user-friendly design and diverse monetization options for content creators [46]. Group 10: mcp-use - mcp-use is an open-source SDK and cloud management platform that simplifies the development and deployment of AI agents [50][51]. - It provides a standardized interface for managing MCP servers, enhancing development efficiency for AI product teams [51]. - The platform emphasizes security and ease of use, allowing teams to focus on core AI capabilities [52].