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APP微视之后，在一次战略调整中特别提到微视等短视频产品将奋起发力；阿里宣布土豆全面转向短视频，投入20亿重金；百度推出了一款短视频；美团调整特别提到微视等短视频产品；\r\n如今，这些巨头在短视频赛道的动作也愈来愈高。2019年，抖音、快手等短视频建立的竞争壁垒越来越难突破，但是巨头们从未放弃对这个市场的争夺。\r\n目前，阿里对短视频的布局已是多方发力：2020年，淘宝推出了短视频“逛街”功能，将视频作为重要内容呈现，并在此基础上进行了全面的信息传播，并在此基础上进行了大量推广。“晚点 LatePost”称，当时许多头部商家被要求每月更新约100条短视频内容。此外，阿里也通过搜索软件夸克，尝试视频产品“夸克 Z视频”。\r\n从2021年起，腾讯、美团、拼多多等纷纷传出新消息。\r\n该公司对视频相关业务线进行了架构调整，将长视频平台腾讯视频、短视频平台微视等几大产品线整合为腾讯在线视频事业部，并声称这是一次“短带长、短融合”的改革。\r\n多年来，腾讯在短视频领域的布局，曾被形容为“下饺子”，相继推出了十余款短视频 APP。\r\n最近两年，腾讯把短视频业务的重心放在了微信视频号上。相对于其它巨头纷纷推出独立的 APP，视频号的目的是，作为对短视频的补充，丰富内部生态。\r\n不只是腾讯、淘宝、美团、微博、小红书、知乎等 APP，都把短视频内容作为内容生态的重要组成部分。\r\n这一年美团又有新动作，近日美团 APP正式发布短视频功能，名为“看视频赚钱”或“视频赚钱”。这个视频模式更接近抖音，快手极速版。\r\n据 Tech星球报道，这一功能允许用户在美团 APP中观看短视频，以上下滑模式下观看，并以金钱作为奖品，还可以进行新用户拉动，用户活跃度增长，以及对该功能的宣传。\r\n和美团一样，也是将拼多多定位在短视频领域的路线。\r\n而在主流电商平台上，拼多多发力短视频，则算得上晚。拼多多是在2020年初发布短视频内容的。搜索“多多视频”，在拼多多的搜索框中搜索，就可以进入拼多多短视频的内容板块，此后此板块不再隐藏，直接被列入 APP底部栏。\r\n然而，这个视频版的入口最终被直播版所取代，直到今年5月，拼多多再次被曝出正在内测“大视频”功能，以短视频赢金币的方式来吸引用户观看，并在视频底部添加购物链接，引导用户观看视频。在此之前，《大视频》的功能已改为《多人视频》。\r\n值得注意的是，就在拼多多“大视频”内测期间，抖音和快手分别在极速版 APP上投入了上千万元红包，同时也在加速下沉市场的视频用户。\r\n在吸引用户的同时，也存在着对内容创作者的争夺。大多数产品上线后都有补贴政策，流量支持政策。\r\n短片 APP市场难攻，更多的巨头也把目标锁定在视频生产工具上。\r\n录像机一直被认为是短视频的第二战场，特别是今年以来，这个战场更加拥挤。\r\n2019年8月，美团发布了第一个编辑工具“美团皮虾”；2021年4月，百度宣布推出了度咔剪辑，标志着 BAT在视频剪辑中进行了一系列的调整，标志着 BAT已经在视频剪辑中开始了，而之前的视频剪辑工具“美团皮虾”也相继出现；\r\n从阿里亲拍，到腾讯推出的秒剪，这些产品主要面对初学者的视频剪辑，比如官方定义的秒剪，这是一个让每个人都可以很容易地制作出视频的工具，产品功能总体上偏向傻瓜式的，重于“一键成片”，更多的参数、用来表现出视频的功能。\r\n同时，这些产品也主要是为了适应自己平台的内容创作者的需求。例如淘宝的剪辑工具为电商业务提供服务，亲拍提供的是商家短视频运营需要的功能。小团皮虾上，用户可进行美食短视频以及修饰美食图片。\r\n短片赛道拥挤不堪，竞争日趋激烈，巨头们动作频繁，取得的成绩也比较有限，尽管如此，仍有新的巨头向前迈进。\r\n他们要么将短视频内容在主 APP的入口权重提升到新的高度，要么不断加码短视频产品，在战略上重新调整，力争奋起直追，2021年会是它们发展的转折点吗？\r\n短视频业务巨头们，做得如何？\r\n短片赛道上，巨头们多方探索，却进展缓慢。虽然他们也有过强烈的决心，但是要真正找到流量的答案还是很困难的。\r\n腾讯无疑是这一巨头中最大的探索者，尽管其推出的短视频 APP大多以失败告终。在其中备受关注的 yoo视频中，于2019年上半年更名为“火锅视频”，并最终并入腾讯视频；由 QQ看点团队推出的“看点视频”，也在上线7个月后被腾讯视频取代。\r\n相较那些短暂的应用程序，微视也曾挤在前头。根据 QuestMobile的数据，在2019年6月，微视的 MAU达到1.05亿，仅次于抖音、快手。但是令人欣慰的是，根据 Trustdata数据公布的2020年 APP排行数据显示，微视的 MAU达到了0.25亿。\r\n由于短视频行业进入存量市场，留给巨头们扩大用户的空间早已不多。\r\n又由于过去这些事例，近期微视的业务调整，并不为外界看好。并且腾讯宣称要把长视频的内容资源和短视频的技术能力、渠道分发功能结合起来，将商业能力打通，最终这个设想能否成功还有待时间检验。\r\n除腾讯外，百度、阿里、美团等巨头的短视频业务，要么刚刚起步，要么发展比较缓慢。\r\n和腾讯一样，阿里、百度都几度出手，但最终没有一款产品突围突围。\r\n2017年和2018年相继推出的短视频产品好看视频和全民小视频，如今已没有太多的关注。根据点点数据，2018年12月“好看视频”曾在 App Store免费榜上排名前5位，但现在下降到了17位。\r\n据点点数据，阿里的土豆短视频从2018年起就开始下滑，据点点数据，从2018年的高峰到近期的最低谷，土豆短视频在 App Store免费榜中从13名跌至100名。同时，两年前阿里试过的鹿刻版短视频如今也是无人问津，它只在安卓应用商店上线，目前已安装了3万次。\r\n近一年来，土豆短视频在 App Store免费排行榜中的排名趋势，\r\n与此相反，大公司更有希望在短视频方面取得成功的道路，大多指向一种类型：让短视频“寄生”在超级 APP中，微信、微博和小红书等都将短视频作为平台内容生态的补充。\r\n微博客已经推出了秒拍、小咖秀等视频产品，这些产品大多依赖微博，2020年下半年微博也发布了“视频号”计划，同样吸引了微博用户。\r\n今年九月，小红书还推出了“视频号”，虽然官方并未公布任何相关数据，但如果在小红书网页浏览视频，就会发现其视频内容已经更为丰富。主要以短视频内容为主体的博主的点赞数，普遍在数千级、数万级，最高可达10万+，内容质量也符合平台调性。\r\n对腾讯来说，赶超抖音、快手之路，微视未能将自身的成长持续下去，短视频业务的发展更将希望寄托在微信视频号上。\r\n相对于独立产品，视频号立足于微信，依靠庞大的社交流量。日人生活中的视频号，也是近几年少有的能跻身第一的玩家。\r\n今年六月，张小龙发布微信视频号 DAU突破2亿。八月份，第三方研究机构 View Institute公布的数据显示，2021年上半年，微信视频号 DAU已经突破3亿，值得注意的是，快手也在3亿左右。\r\n视频号后来居上，但目前仍存在着内容创作者少，优质内容缺乏等问题。\r\n短片领域依旧热闹，但是机会已经越来越少了，想分一杯羹，显然不是那么容易。\r\n为什么大公司要依赖短视频呢？\r\n短视频巨头们发力，大部分都是从各自业务需求定位出发。\r\n各巨头都在寻找流量，腾讯需要增加用户在微信平台上的停留时间，阿里需要为电商导流，百度一直依赖信息流广告。\r\n这样，他们就必须开发新的流量渠道，短视频就是引流，也就是提升信息流广告价值的首选。\r\n据《中国网络视听节目服务协会》统计，2020年，中国网民每天花110分钟刷短视频，而官方机构“中国网络视听节目服务协会”的数据显示，短视频的人均使用量已经超过了一度居首位。\r\n最近的数据显示，截至2021年3月，短视频用户的每日使用时间进一步增加到125分钟。对于短视频，中国用户仍然保持着兴趣。\r\n同时短视频用户的粘性和忠诚度，还可以为其他业务提供服务，带来更多变现的可能性。\r\n对直播平台来说，短视频丰富的内容也可以吸引更多的用户，带来更多的打赏收益。随着平台向直播电商扩展，这些短视频用户也可以被导入到商家的店铺，增加转化。\r\n对电商平台来说，短视频的内容更多的是“种草”，当用户看到感兴趣的视频更有可能下单，对商家来说，这也是一种新的推广方式。\r\n举例来说，近期拼多多 APP上的视频，一方面设置了每天签到、浏览金币兑换金币的规则，为提高用户使用时间，增加用户粘性，视频内容中还包含带货和链接信息，视频内容中也包含有商品和链接信息，未来还会有更多用户从视频页面流向商店。\r\n对依赖于广告业务收入的巨头来说，短视频也代表了广告商的青睐，近几年它几乎成为广告主最热衷的投放渠道之一。在之前的收益报告中，爱奇艺曾明确指出，广告收入快速下滑的原因之一，是受到短视频信息流广告的挑战。\r\n此前主流电商平台也曾出现过短视\r\n","巨头们的短视频梦 做到哪了？这个视频版的入口最终被直播版所取代，直到今年5月，拼多多再次被曝出正在内测“大视频”功能，以短视频赢金币的方式来吸引用户观看，并在视频底部添加购物链接，引导用户观看视频。在此之前，《大视频》的功能已改为《多人视频》。","published","article","https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2021\u002F07\u002F2021072618000650.jpg","2021-08-16T20:20:54+08:00",null,3100,[562,566,570,574,578,582,586,590],{"id":563,"tenant_id":6,"name":564,"slug":565,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},188,"快手","%e5%bf%ab%e6%89%8b",{"id":567,"tenant_id":6,"name":568,"slug":569,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},198,"DAU","dau",{"id":571,"tenant_id":6,"name":572,"slug":573,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},239,"拼多多","%e6%8b%bc%e5%a4%9a%e5%a4%9a",{"id":575,"tenant_id":6,"name":576,"slug":577,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},413,"新零售商业模式案例","%e6%96%b0%e9%9b%b6%e5%94%ae%e5%95%86%e4%b8%9a%e6%a8%a1%e5%bc%8f%e6%a1%88%e4%be%8b",{"id":579,"tenant_id":6,"name":580,"slug":581,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},2294,"内容创作","%e5%86%85%e5%ae%b9%e5%88%9b%e4%bd%9c",{"id":583,"tenant_id":6,"name":584,"slug":585,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},2453,"互联网","%e4%ba%92%e8%81%94%e7%bd%91",{"id":587,"tenant_id":6,"name":588,"slug":589,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},4845,"搜索","%e6%90%9c%e7%b4%a2",{"id":591,"tenant_id":6,"name":592,"slug":593,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},6844,"新闻看点","%e6%96%b0%e9%97%bb%e7%9c%8b%e7%82%b9",272,"2024-09-07T23:43:34+08:00",{"id":597,"tenant_id":6,"creator_id":7,"title":598,"slug":599,"content":600,"content_json":12,"content_html":600,"reading_time":7,"access_level":7,"excerpt":601,"status":555,"content_type":556,"cover_image":602,"published_at":603,"scheduled_at":559,"author_id":543,"channel_id":559,"category_id":604,"tags":605,"version":14,"schema":12,"seo_title":12,"seo_description":12,"seo_keywords":12,"is_pinned":17,"is_featured":17,"is_pick":17,"is_slide":17,"view_count":624,"like_count":7,"comment_count":7,"author_name":545,"created_at":603,"updated_at":625},1341,"大股东纷纷撤离 “非洲版阿里巴巴”为何跌落神坛？","1341","大股东纷纷撤离 “非洲版阿里巴巴”为何跌落神坛？平台GMV已经连续6个季度同比下跌了！”曾被喻为“非洲版阿里巴巴”的Jumia的财报让业界感慨万分。\r\n\r\n数据显示，从2020年Q1-2021年Q2，Jumia每个季度的GMV依次为1.9亿欧元、2.283亿欧元、1.873亿欧元、2.31亿欧元、1.65亿欧元、1.89亿欧元，同比分别下降11%、13％、28%、21%、13%、11%。\r\n\u003Cimg src=\"https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2021\u002F07\u002F202003122111101423_5.jpg\" alt=\"\" width=\"600\" height=\"338\" class=\"aligncenter size-full wp-image-1245\" \u002F>\r\n\r\n与此同时，在过6个季度中，Jumia的营收仅在去年Q2和今年Q2为同比正增长，其余四个季度均为同比下跌；且一直处于经营亏损状态。\r\n\r\n“跌落得太快了！”一位曾与Jumia有过深度合作的业内人士回忆道，2019年4月12日，头顶“非洲成功电商模式”光环的Jumia，正式登陆纽交所。作为第一家赴美上市的非洲电商企业，当时，媒体报道和纽交所都对Jumia给出了很高评价，各大证劵交易所也都在谈论为何Jumia能如此快被纽交所接受。\r\n\r\n“然而，‘上市即巅峰’的说法在Jumia身上得到印证，此后的Jumia频频‘遇劫’。先是遭到做空机构做空，股价一度跳水。随后两年多，市值也并未实现较大突破，且公司一直难以盈利。2020年，在疫情的影响之下，又是一波磨难。”该业内人士总结称。\r\n\r\n步入2021年，包括MTN Group Limited、Rocket Internet SE、Millicom Interbational Cellular S.A.、AXA Investment Managers S.A.等在内的大股东，纷纷对Jumia大量减持或撤离。\r\n\r\n今年7月初有外媒报道称，Jumia联合创始人Jeremy Hodara对外表示：“我不认为Jumia对规模化发展感兴趣。这有利于满足虚荣心，但实际上没有什么用处。我认为，我们关心的事情是作为一家成功的企业能够持续很长时间，甚至在100年后都能够屹立不倒。”","大股东纷纷撤离 “非洲版阿里巴巴”为何跌落神坛？大股东纷纷撤离 “非洲版阿里巴巴”为何跌落神坛？平台GMV已经连续6个季度同比下跌了！”曾被喻为“非洲版阿里巴巴”的Jumia的财报让业界感慨万分。","https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2021\u002F07\u002F202003122111101423_5.jpg","2021-08-16T20:19:41+08:00",4186,[606,610,611,615,619,623],{"id":607,"tenant_id":6,"name":608,"slug":609,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},241,"阿里巴巴","%e9%98%bf%e9%87%8c%e5%b7%b4%e5%b7%b4",{"id":583,"tenant_id":6,"name":584,"slug":585,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":612,"tenant_id":6,"name":613,"slug":614,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},5885,"市值","%e5%b8%82%e5%80%bc",{"id":616,"tenant_id":6,"name":617,"slug":618,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},6087,"电商","%e7%94%b5%e5%95%86",{"id":620,"tenant_id":6,"name":621,"slug":622,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},6407,"阿里","%e9%98%bf%e9%87%8c",{"id":591,"tenant_id":6,"name":592,"slug":593,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},505,"2024-09-07T23:43:36+08:00",{"id":627,"tenant_id":6,"creator_id":7,"title":628,"slug":629,"content":630,"content_json":12,"content_html":630,"reading_time":7,"access_level":7,"excerpt":631,"status":555,"content_type":556,"cover_image":632,"published_at":633,"scheduled_at":559,"author_id":543,"channel_id":559,"category_id":604,"tags":634,"version":14,"schema":12,"seo_title":12,"seo_description":12,"seo_keywords":12,"is_pinned":17,"is_featured":17,"is_pick":17,"is_slide":17,"view_count":657,"like_count":7,"comment_count":7,"author_name":545,"created_at":633,"updated_at":658},1323,"拼多多强势推出社交电商群买买","1323","最近松松编辑杰哥从电商圈了解到，拼多多最近新推出了一款社交电商小程序群买买，主打品牌特卖和微信层级营销，目前正在大量砸钱招募微商大军和店主，强势推广拉新中!\r\n\r\n拼多多强势推出社交电商群买买 拼多多 社交电商 群买买 \r\n\r\n根据杰哥了解，群买买是拼多多最近新折腾出的一个社交电商业务，主要打法还是拼多多老一套低价玩法，集合大量品牌商家一起搞促销，跟其他平台玩价格战!\r\n\r\n唯一跟其他社交电商平台不同的是，群买买背后有拼多多强大资源撑腰，商家在群买买销售的产品，其销量评价会同步到拼多多站内，销量也会记录到拼多多主站，相当于拼多多主站多了一个店铺销售出口。\r\n\r\n而且，在产品货源和产品价格方面，因为背靠拼多多这颗大树，群买买延续了拼多多百亿补贴团队的补贴政策，价格战估计可以碾压其他搞社交电商的同行。\r\n\r\n运营模式方面，群买买跟前几年推出的的好省，粉象 芬香，云集、淘集集等社交电商平台，路子基本一样，也是分销模式，他们目前正在收编大量之前搞微商的团队和微商大佬，让他们成为店主在微信生态里面借助，微信群，微信朋友圈，微信好友等进行产品推广，分销，卖货，赚佣金。\r\n\r\n后续赚到钱之后，店主可以接着找下级，一方面平台会给拉新补助，另一方面还可以让做自己下级店主接着分销卖货，然后自己在抽取他们卖货的佣金，再赚一波。\r\n\r\n最后，针对拼多多大力推广社交电商群买买项目，卢松松表示，社交电商真的无处不在，从云集、花生日记、贝店、蜜芽、环球捕手、环球好货，芬香到现在的群买买，倒下一个又兴起另一个，其实玩来玩去还是淘客那一套，就是你帮平台卖货，平台给你佣金。\r\n\r\n希望这波群买买作为拼多多的亲儿子，可以干点大业务。\u003Cimg src=\"https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2021\u002F07\u002F1627001577107.png\" alt=\"\" width=\"600\" height=\"415\" class=\"aligncenter size-full wp-image-1160\" \u002F>","拼多多强势推出社交电商群买买拼多多强势推出社交电商群买买 拼多多 社交电商 群买买 \r\n根据杰哥了解，群买买是拼多多最近新折腾出的一个社交电商业务，主要打法还是拼多多老一套低价玩法，集合大量品牌商家一起搞促销，跟其他平台玩价格战!","https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2021\u002F07\u002F1627001577107.png","2021-08-14T00:08:43+08:00",[635,639,643,647,651,652,656],{"id":636,"tenant_id":6,"name":637,"slug":638,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},240,"群买买","%e7%be%a4%e4%b9%b0%e4%b9%b0",{"id":640,"tenant_id":6,"name":641,"slug":642,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},5868,"电商平台","%e7%94%b5%e5%95%86%e5%b9%b3%e5%8f%b0",{"id":644,"tenant_id":6,"name":645,"slug":646,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},5911,"社交","%e7%a4%be%e4%ba%a4",{"id":648,"tenant_id":6,"name":649,"slug":650,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},6035,"营销","%e8%90%a5%e9%94%80",{"id":616,"tenant_id":6,"name":617,"slug":618,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":653,"tenant_id":6,"name":654,"slug":655,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},6238,"微信","%e5%be%ae%e4%bf%a1",{"id":591,"tenant_id":6,"name":592,"slug":593,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},473,"2024-09-07T23:43:37+08:00",{"id":660,"tenant_id":6,"creator_id":7,"title":661,"slug":662,"content":663,"content_json":12,"content_html":663,"reading_time":7,"access_level":7,"excerpt":664,"status":555,"content_type":556,"cover_image":665,"published_at":666,"scheduled_at":559,"author_id":543,"channel_id":559,"category_id":604,"tags":667,"version":14,"schema":12,"seo_title":12,"seo_description":12,"seo_keywords":12,"is_pinned":17,"is_featured":17,"is_pick":17,"is_slide":17,"view_count":682,"like_count":7,"comment_count":7,"author_name":545,"created_at":666,"updated_at":683},1321,"北京国美在线更名为“真快乐”","1321","8 月 10 日，原北京国美在线电子商务有限公司发生工商变更，企业名称变更为真快乐（北京）电子商务科技有限公司，同时新锐美电子科技（上海）有限公司退出股东行列。\r\n\u003Cimg src=\"https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2021\u002F07\u002F2021071918503799.jpg\" alt=\"\" width=\"612\" height=\"354\" class=\"aligncenter size-full wp-image-1084\" \u002F>\r\n\r\n今年1月份，国美APP更新后更名为“真快乐”APP，简介为“真快乐是一款娱乐化社交化的购物APP”，该App经营主体为国美在线电子商务有限公司。去年12月3日，国美控股集团有限公司对外投资成立真快乐（北京）科技有限公司，注册资本500万元。","北京国美在线更名为“真快乐”今年1月份，国美APP更新后更名为“真快乐”APP，简介为“真快乐是一款娱乐化社交化的购物APP”，该App经营主体为国美在线电子商务有限公司。去年12月3日，国美控股集团有限公司对外投资成立真快乐（北京）科技有限公司，注册资本500万元。","https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2021\u002F07\u002F2021071918503799.jpg","2021-08-14T00:07:36+08:00",[668,672,676,677,681],{"id":669,"tenant_id":6,"name":670,"slug":671,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},238,"真快乐","%e7%9c%9f%e5%bf%ab%e4%b9%90",{"id":673,"tenant_id":6,"name":674,"slug":675,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},4838,"娱乐化","%e5%a8%b1%e4%b9%90%e5%8c%96",{"id":644,"tenant_id":6,"name":645,"slug":646,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":678,"tenant_id":6,"name":679,"slug":680,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},6838,"电子商务","%e7%94%b5%e5%ad%90%e5%95%86%e5%8a%a1",{"id":591,"tenant_id":6,"name":592,"slug":593,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},525,"2024-09-07T23:43:38+08:00",{"id":685,"tenant_id":6,"creator_id":7,"title":686,"slug":687,"content":688,"content_json":12,"content_html":688,"reading_time":7,"access_level":7,"excerpt":689,"status":555,"content_type":556,"cover_image":690,"published_at":691,"scheduled_at":559,"author_id":543,"channel_id":559,"category_id":604,"tags":692,"version":14,"schema":12,"seo_title":12,"seo_description":12,"seo_keywords":12,"is_pinned":17,"is_featured":17,"is_pick":17,"is_slide":17,"view_count":719,"like_count":7,"comment_count":7,"author_name":545,"created_at":691,"updated_at":720},1314,"陌陌还能迎来下一个十年吗？","1314","“腾讯已经成就了一代霸业，但强大如罗马帝国、强大如大秦王朝，都有衰落的一天，这是自然规律。关键点在腾讯会因为什么原因、会在什么时候衰落，这值得我们大家琢磨！这就是我们创业的机会。”\r\n\r\n11年前，察觉到移动社交新机会的雷军，推出了即时社交软件米聊，试图打造“移动互联网时代的QQ”。\r\n\r\n不过，腾讯很快作出了回应。2011年1月21日，微信1.0测试版发布，此时距离米聊上线仅一个多月时间。在这场移动社交话语权争夺战中，除了米聊，后来还相继涌现出易信、来往等产品，无论小米，还是网易、阿里巴巴，都想在腾讯长期盘踞的社交领地上砸开一道裂缝。\r\n\u003Cimg src=\"https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2021\u002F08\u002F2021080717024377.jpg\" alt=\"\" width=\"951\" height=\"418\" class=\"aligncenter size-full wp-image-1315\" \u002F>\r\n后来的故事如我们现在所见，微信崛地而起，接替QQ成为支撑腾讯社交帝国的超级APP。其他众多社交产品折戟沉沙，陌陌却是一个例外。\r\n\r\n微信诞生同一年，在网易工作多年的唐岩辞去总编辑的职位，创办了陌陌科技，并于当年8月3日上线了基于LBS功能的陌生人社交产品陌陌。区分于微信的熟人社交，陌陌用了2年多时间实现注册用户过亿，接着上市，随后又站上秀场直播风口，解锁了长期盈利密码。\r\n\r\n“创业前，我没想过具体目标，比如什么时候上市，能赚多少钱，但我们一开始就是瞄着一个非常大的盘子去的，和腾讯的盘子一样大。”唐岩曾在谈到自己创业心态时如此说道。\r\n\r\n十年发展至今，陌陌已经连续25个季度盈利，财务稳健，现金流充沛，手握160多亿……这样看，陌陌交上的答卷并不差。但一切都挺好的背面，却是营收净利下滑、用户流失的困境，以及直播、社交后浪的冲击。越跑越慢的陌陌，不仅没能追上当初的野心，反而迷失方向，危机四伏。\r\n\r\n1.\r\n\r\n自2014年底上市后，陌陌度过了一段煎熬时期。用唐岩的话说，就是是在曲线最漂亮的时候上市的，之后互联网红利消失，大河不进水了，在产品上又取得不了突破，整体上到了一个瓶颈期。\r\n\r\n直到2016年，直播热浪潮起，众多新势力相继入局秀场直播或游戏直播，如映客、花椒、斗鱼、虎牙等，并掀起了一场“千播大战”。正在努力寻找破局点的陌陌，也加入了其中。基于平台的社区氛围与直播属性相匹配，陌陌很快靠着直播在红海乱战中杀出重围。\r\n\r\n直播不仅助力陌陌实现了盈利，而且日渐成为陌陌营收结构中最重要的业务。据财报显示，2016年三季度，陌陌净营收突破1亿美元，同比增长319%，其中，直播贡献了一半的营收，2017年-2020年，直播服务业务营收分别占公司营收的83.46%、79.92%、73.16%、64.2%。而根据陌陌2021年第一季度财报，直播营收占比依然达到57%。\r\n\r\n不过随着秀场直播的式微，陌陌所依靠的单一营收模式也开始出现弊端。虽然原未像花椒、YY那样，或没落，或卖身，但陌陌的直播业务增速却逐渐放缓。数据显示，其直播业务同比增速从2017年Q1的1264.6%下降到2019年Q3的18%。另根据2020年财报显示，陌陌直播业务营收96.37亿元，相较于2019年下降了22.8%。\r\n\r\n而2021年一季度，陌陌直播服务收入为19.62元，同比下降15.9%。对此陌陌表示直播收入下降主要是由于对陌陌App的直播业务进行了结构性改革，以重振内容生态。\r\n\r\n在直播业务方面，陌陌总营收、净利润增长表现得也并不好看。2017年，陌陌实现净营收13.18亿美元，同比增长138.34%；全年净利润3.18亿美元，同比增长119.31%。整体保持高速增长态势。但之后，陌陌营收、净利润增速都开始放缓，2018年全年,陌陌净营收达到19.5亿美元,同比增长51%；2019年净营收为24.44亿美元，同比增长27%。而2020年，陌陌营收更是首次出现负增长，较2019年下降11.7%。2018年-2020年净利润同比增速分别为39.4%、29.8%、-29.2%。\r\n\r\n2021年第一季度，陌陌公司实现营业收入34.71亿元，同比减少3.4%；实现净利润4.62亿元，同比减少14.3%。\r\n\r\n业绩持续低迷背后，陌陌用户量同样遇到了增长瓶颈。虽然陌陌对外强调其2021年一季度月活用户创历史新高，为1.153亿，但早在2019年一季度，陌陌App的月活用户就达到了1.144亿。\r\n\r\n在2017年陌陌势头最为迅猛的时候，唐岩在回答《财经》记者有没有观察过快手、今日头条的时候，曾反问“为什么要观察？”。即使2018年，抖音强势爆发，唐岩当时则对外表示，抖音过去几个月发展确实非常迅速，但对我们的大盘数据并没有任何负面影响。\r\n\r\n后来事实证明，在抖音、快手的侵袭下，越来越多的用户成为短视频用户，进而减少了他们在陌陌上话费的时长。此外，在抖音流量红利的诱惑下，主播也纷纷出逃，对陌陌秀场直播内容生态造成伤害。最近两年，电商直播的火热，同样加速了陌陌直播业务的颓势。\r\n\r\n受盈利能力下降的影响，陌陌股价也萎靡不振，截止目前，其股价已经跌破发行价13.5美元，市值25.79亿美元。\r\n\r\n2.\r\n\r\n面对秀场直播的天花板，陌陌也一直在寻找新的增长点，而探探被寄予了厚望。\r\n\r\n2018年2月，陌陌宣布与探探及其股东达成最终协议，通过发行股票和现金的方式收购探探100%的股权。这场收购花费了近7.6美元，相当于当时陌陌自身市值的十分之一。\r\n\r\n对于探探，唐岩曾表示，“无论在用户规模还是收入方面，探探仍然蕴藏着巨大的潜力有待释放，我们的目标是未来两到三年，把探探打造成公司新的增长引擎”。\r\n\r\n最初，探探确实未负期待，营收、用户数等方面都有较好的表现，用一年时间就给陌陌带去了50%的新增用户。根据陌陌2018年四季度财报，探探付费人数增长到390万人，在7.72亿的增值业务营收中，有2.23亿来自探探。另外，其付费用户在2019年Q1更是达到历史峰值500万。但随之而来的最严监管落到探探头上，让其元气大伤。\r\n\r\n值得一提的是，自2014年上线至今探探一直没有摆脱亏损。2021年一季度探探净亏损8680万元，相比上年同期净亏损1.65亿元有所收窄，但不可忽视的一个信号是，探探的付费用户在持续减少。据悉，2019年用户数3.6亿时，探探付费用户数只有不到450万人。2020年第四季度，探探付费用户为380万。\r\n\r\nSoul、Uki等陌生人社交后浪的环伺，更是让探探承载很多未知。根据Soul招股书显示，2021年第一季度Soul App营收为人民币2.38亿元，同比增长260%；Soul App手机移动端月活跃用户已达到3320万，同比增长109%。2019年和2020年，Soul 的营收分别为7070万元、4.98亿元。\r\n\r\n尽管仍在亏损，但探探直播服务收入快速增长，2021年一季度，探探的直播服务收入为2.5亿元，与2020年同期的610万元相比，同比增速超过40倍。\r\n\r\n但在短视频时代，探探能否靠直播承载起陌陌的新增长，依然充满变数。\r\n\r\n3.\r\n\r\n最近，陌陌公司的法定名称从“MomoInc.”更改为“Hello Group Inc.”。对此，公司表示，陌陌这个名字已经不能覆盖陌陌的现在整体业务，所以有必要更改集团的名称。\r\n\r\n实际上，过去几年，陌陌还在影业、综艺、游戏等领域进行了泛娱乐探索，但几乎没有什么水花。现CEO王力曾在接受采访时说，“（陌陌）原来的边界就是社交。我要做的话，会想办法拓展边界，不拘泥于社交。我刚刚开始做CEO，我希望对我们公司的定位，未来不是只聚焦在泛社交、泛娱乐，而是聚焦更长远的发展，去思考业务的边界在哪儿。”\r\n\r\n他还曾表示，陌陌内部已经养育了一些新产品，探探也孵化了不少，能不能茁壮成长要看运气，集团也会积极利用现金和其他资本工具，更主动地在市场上寻找潜在的机会。新的十年在一些固若金汤的领域依然有着见缝插针的机会，让我们不妨试试。\r\n\r\n这似乎是陌陌一直习惯的打法，从创立开始，它就不断在尝试，光APP就推出了一堆，换脸软件ZAO、种草社区树莓、声音交友软件赫兹……\r\n\r\n或许陌陌也不知道自己的下一个故事在哪里，但它坚信会在“试试”中找到答案，就像当初踩中陌生人社交、押中秀场直播一样。\r\n\r\n毕竟，陌陌不缺钱。\r\n\r\n“唐岩还在成长，他要变成什么人，可能还得十几年才能看到。现在他还是少年状态，青春期特别漫长，荷尔蒙还在分泌。”这是老朋友黄章晋对唐岩的评价。\r\n\r\n这句话或许同样适用于陌陌。未来，陌陌会变成什么样，可能要下一个十年才可以看到。","陌陌还能迎来下一个十年吗？“腾讯已经成就了一代霸业，但强大如罗马帝国、强大如大秦王朝，都有衰落的一天，这是自然规律。关键点在腾讯会因为什么原因、会在什么时候衰落，这值得我们大家琢磨！这就是我们创业的机会。”","https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2021\u002F08\u002F2021080717024377.jpg","2021-08-08T01:02:50+08:00",[693,697,701,705,709,710,714,718],{"id":694,"tenant_id":6,"name":695,"slug":696,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},219,"创业","%e5%88%9b%e4%b8%9a",{"id":698,"tenant_id":6,"name":699,"slug":700,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},235,"陌陌","%e9%99%8c%e9%99%8c",{"id":702,"tenant_id":6,"name":703,"slug":704,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},236,"秀场直播","%e7%a7%80%e5%9c%ba%e7%9b%b4%e6%92%ad",{"id":706,"tenant_id":6,"name":707,"slug":708,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},2297,"创业的机会","%e5%88%9b%e4%b8%9a%e7%9a%84%e6%9c%ba%e4%bc%9a",{"id":583,"tenant_id":6,"name":584,"slug":585,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":711,"tenant_id":6,"name":712,"slug":713,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},3772,"Soul App","soul-app",{"id":715,"tenant_id":6,"name":716,"slug":717,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},4841,"移动互联网","%e7%a7%bb%e5%8a%a8%e4%ba%92%e8%81%94%e7%bd%91",{"id":591,"tenant_id":6,"name":592,"slug":593,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},1501,"2024-09-07T23:43:39+08:00",{"id":722,"tenant_id":6,"creator_id":7,"title":723,"slug":724,"content":725,"content_json":12,"content_html":725,"reading_time":7,"access_level":7,"excerpt":726,"status":555,"content_type":556,"cover_image":557,"published_at":727,"scheduled_at":559,"author_id":543,"channel_id":559,"category_id":728,"tags":729,"version":14,"schema":12,"seo_title":12,"seo_description":12,"seo_keywords":12,"is_pinned":17,"is_featured":17,"is_pick":17,"is_slide":17,"view_count":752,"like_count":7,"comment_count":7,"author_name":545,"created_at":727,"updated_at":753},1310,"如何利用视频号变现？","1310","视频号是微信团队发力的重点，一直以来备受关注。随着视频号产品不断完善、愈加成熟，越来越多的人入驻视频号，并通过视频号实现变现。那么，如何利用视频号变现呢？有以下7种方法。\r\n\u003Cimg src=\"https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2021\u002F07\u002F2021072618000650.jpg\" alt=\"\" width=\"437\" height=\"246\" class=\"aligncenter size-full wp-image-1221\" \u002F>\r\n1、直播变现\r\n\r\n微信视频号于2020年10月份上线了直播功能，同年11月进行了重量级更新：上线直播间互动产品“微信豆”，直播间美颜、连麦、打赏功能配备齐全。直播变现主要包括直播带货收入和直播打赏收入。不论是公众号大V、视频号红人，还是素人创作者，都可以通过视频号直播带货。\r\n\r\n2、广告投放\r\n\r\n当视频号运营到一定程度，粉丝量和播放量达到了一定数量，内容优质、数据可观、用户活跃，自然会有广告主找上门投放广告。视频广告一般分为两种，博主原创广告视频，以及直发广告，针对视频制作性质不同，报价也不一样。\r\n\r\n3、知识付费\r\n\r\n在知识付费爆发的时代，卖网络课程是一个很好的变现方式，课程内容通常涉及教育、职场、财经、互联网等等。\r\n\r\n4、好物推荐\r\n\r\n通过视频号发布视频进行好物种草，在视频底部插入“点购买视频同款商品”的链接，挂上公众号文章或者商品小程序，引导用户购买。\r\n\r\n除在文章内留小程序外，有的视频号会在链接文章内留微信号，并以“付邮费免费送产品”的方式吸引用户添加好友领取，朋友圈展示产品，微信成交。\r\n\r\n5、引流私域变现\r\n\r\n一些博主会利用自身影响力，将用户引流到自己的私域流量，做后期转换。此外，微商也会在视频号上面来开辟自己新的新流量池。\r\n\r\n6、业务咨询服务\r\n\r\n利用视频号提供业务咨询服务，比如医学健康、法律、保险等等。但这通常需要过硬的专业知识或技能。用户点击视频底部链接可以添加号主微信，然后需要付费咨询相关问题。\r\n\r\n7、小说分销\r\n\r\n在视频底部插入公众号链接，用充满噱头的标题吸引用户点击观看。当用户点开链接后，里面是小说故事情节，需要付费充值才能继续阅读。","如何利用视频号变现？视频号是微信团队发力的重点，一直以来备受关注。随着视频号产品不断完善、愈加成熟，越来越多的人入驻视频号，并通过视频号实现变现。那么，如何利用视频号变现呢？有以下7种方法。","2021-08-05T18:10:01+08:00",15,[730,734,738,742,746,747,751],{"id":731,"tenant_id":6,"name":732,"slug":733,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},192,"直播间","%e7%9b%b4%e6%92%ad%e9%97%b4",{"id":735,"tenant_id":6,"name":736,"slug":737,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},193,"私域","%e7%a7%81%e5%9f%9f",{"id":739,"tenant_id":6,"name":740,"slug":741,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},196,"小程序","%e5%b0%8f%e7%a8%8b%e5%ba%8f",{"id":743,"tenant_id":6,"name":744,"slug":745,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},412,"什么是新零售","%e4%bb%80%e4%b9%88%e6%98%af%e6%96%b0%e9%9b%b6%e5%94%ae",{"id":575,"tenant_id":6,"name":576,"slug":577,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":748,"tenant_id":6,"name":749,"slug":750,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},2300,"知识付费","%e7%9f%a5%e8%af%86%e4%bb%98%e8%b4%b9",{"id":583,"tenant_id":6,"name":584,"slug":585,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},407,"2024-09-08T00:08:26+08:00",{"id":755,"tenant_id":6,"creator_id":7,"title":756,"slug":757,"content":758,"content_json":12,"content_html":758,"reading_time":7,"access_level":7,"excerpt":759,"status":555,"content_type":556,"cover_image":760,"published_at":761,"scheduled_at":559,"author_id":543,"channel_id":559,"category_id":728,"tags":762,"version":14,"schema":12,"seo_title":12,"seo_description":12,"seo_keywords":12,"is_pinned":17,"is_featured":17,"is_pick":17,"is_slide":17,"view_count":783,"like_count":7,"comment_count":7,"author_name":545,"created_at":761,"updated_at":784},1306,"视频号怎么做出差异化垂直内容？","1306","由于微信为视频号添加了越来越多的流量链接，视频号的社会传播能力开始得到市场的关注，这也使更多的个人和企业加入到视频号制作中。由于视频号制作门槛低，潜在受众面广，海量短视频蜂拥而至，如何让自己的视频号脱颖而出？成了企业和个人都必须考虑的问题。今日小编就跟你分享一下，如何利用视频号打造出差异化的垂直内容，从而使自己的视频独具一格。\r\n\u003Cimg src=\"https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2021\u002F07\u002F2021071918515433.jpg\" alt=\"\" width=\"1000\" height=\"557\" class=\"aligncenter size-full wp-image-1089\" \u002F>\r\n垂直度是首要条件\r\n目前在短视频领域中，主要可以分为娱乐类和垂直类。娱乐类视频具有覆盖广、流量大的特点。相比较而言，垂直类视频定位更专业、统一、流量变现能力强，在行业领域具有较强的影响力。一般来说，垂直视频号因内容精细、专业，粉丝精准度和粘性也较高，容易得到商家企业的认可，可较早地启动商业化。\r\n要精确地定位用户\r\n简而言之，就是要知道自己视频号的观众是谁？哪一个用户更喜欢你的视频内容？录像内容要与用户观众相互补充，二者不可分离，你所提供的内容领域将吸引该领域的用户。只是定位准确，才能针对用户群体，有一个清晰的视频差异化创作思路。说到底简单做起来难，这需要不断挖掘粉丝群的用户特性。\r\n使用正确的内容定位\r\n要做到差异化，一定要有正确的内容定位。网站内容定位要与用户定位相结合，并且符合个人品牌或企业的定位，不能盲目地“搞点什么就做什么”，要选择自己擅长的，或与自己行业紧密联系的内容，这样才能帮助日后品牌影响力的提升。\r\n04\r\n强调个性化创造\r\n所说的个性化，就是让您的视频号内容与众不同、独特，对于短视频的内容形式而言，有时也可以将个性化等同于人设。要实现个性化，就必须找到自己独特的优势与特征，应用到视频号内容中，稍后再将此特性加以放大和固定，形成独特的视频号标识，以此标识为粉丝呈现一个活生生的人。当你的视频有了辨识度之后，自然就会和其他视频形成区别，随着时间的推移，也会逐渐形成品牌和影响力。\r\n上面就是今天分享的全部内容，希望对你有帮助！\r\n","视频号怎么做出差异化垂直内容？由于微信为视频号添加了越来越多的流量链接，视频号的社会传播能力开始得到市场的关注，这也使更多的个人和企业加入到视频号制作中。由于视频号制作门槛低，潜在受众面广，海量短视频蜂拥而至，如何让自己的视频号脱颖而出？成了企业和个人都必须考虑的问题。今日小编就跟你分享一下，如何利用视频号打造出差异化的垂直内容，从而使自己的视频独具一格。","https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2021\u002F07\u002F2021071918515433.jpg","2021-08-05T18:01:52+08:00",[763,767,771,775,776,777,778,779],{"id":764,"tenant_id":6,"name":765,"slug":766,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},233,"差异化","%e5%b7%ae%e5%bc%82%e5%8c%96",{"id":768,"tenant_id":6,"name":769,"slug":770,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},172,"视频号","%e8%a7%86%e9%a2%91%e5%8f%b7",{"id":772,"tenant_id":6,"name":773,"slug":774,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},234,"垂直内容","%e5%9e%82%e7%9b%b4%e5%86%85%e5%ae%b9",{"id":743,"tenant_id":6,"name":744,"slug":745,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":575,"tenant_id":6,"name":576,"slug":577,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":583,"tenant_id":6,"name":584,"slug":585,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":653,"tenant_id":6,"name":654,"slug":655,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":780,"tenant_id":6,"name":781,"slug":782,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},8474,"商业化","%e5%95%86%e4%b8%9a%e5%8c%96",1610,"2024-09-08T00:08:27+08:00",{"id":786,"tenant_id":6,"creator_id":7,"title":787,"slug":788,"content":789,"content_json":12,"content_html":789,"reading_time":7,"access_level":7,"excerpt":790,"status":555,"content_type":556,"cover_image":557,"published_at":791,"scheduled_at":559,"author_id":543,"channel_id":559,"category_id":792,"tags":793,"version":14,"schema":12,"seo_title":12,"seo_description":12,"seo_keywords":12,"is_pinned":17,"is_featured":17,"is_pick":17,"is_slide":17,"view_count":818,"like_count":7,"comment_count":7,"author_name":545,"created_at":791,"updated_at":819},1303,"2022年 营销数字化的下一个站点","1303","以因特网和云计算的方式将许多低成本的计算实体整合为具有强大营销能力的完美系统，通过不断提高营销云的覆盖能力，以及“云”之间的逻辑运算能力来实现系统化营销。这就是“市场云”。\r\n\u003Cimg class=\"aligncenter size-full wp-image-1221\" src=\"https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2021\u002F07\u002F2021072618000650.jpg\" alt=\"\" width=\"437\" height=\"246\" \u002F>\r\n01\r\n升华\r\n数字时代，营销的本质和灵魂有了质的升华。公司管理的中心与重心经历了“生产→顾客→营销”的转变，营销从技术到技术的深度“云化”以满足这一时代企业经营的新内涵。\r\n行销云为企业提供一套完整的数字化营销工具，并能覆盖各种广告媒体资源，如桌面、移动、其他多媒体终端等，具有精确的人群定向能力，提供从精确定位、营销与运营策略、客户关系培育与转化、全周期客户服务与交互等方面的能力；\r\n并将其作为一个大数据应用平台，打造从数据采集、数据管理到数据应用的营销闭环，使其 AI、大数据、云服务等创新服务和技术能够充分发挥各自在数字营销过程中的作用，充分发挥各自在数字营销过程中的作用；\r\n通过中台+微服务构建的数字化营销业务系统，虽然是技术应用开发的热点，但对于企业用户实践营销业务数字化升级成本较高。许多中大型企业，包括众多中大型企业，短期内难以形成一套围绕中台+微服务的完整运作体系，包括适配组织、流程等，难以从根本上改善营销效果。\r\n02\r\n实质\r\n市场云的本质就是利用数字化技术，帮助企业建立或梳理数据的“流动性”，通过流动性响应和匹配新的商业模式。提高数据流动性不仅可以挖掘隐藏在业务深层的有用价值，而且可以在动态变化中触发新的价值点。\r\n在为企业提供完整的营销工具和管理方法的基础上，营销云重要的是，当企业面对迅速变化的营销业务场景时，在没有足够的业务和信息积累的情况下，能够迅速获得大量开放的流量，有效地挖掘用户偏好，并提供各种有针对性的营销方法，从而提升营销效率。在提高信息量和信息利用效率的同时，采用云业务部署的方式实现集中式管理，也降低了企业的营销获取和管理成本。\r\n03\r\n事实\r\n现在市场上厂商之间的绝对差别不大，云端营销产品和服务，都会考虑基于 MarTech逻辑锻造，并强调 AI、大数据等底层技术的赋能与利用。国际厂商如 Salesforce、 Adobe等，在生态布局、市场能力和战略能力方面都要比大多数国内企业强。\r\n但是我们需要看到，国内许多厂商在服务能力上都在迎头赶上，无论是对企业营销数字化升级的需求了解、咨询方案，还是后续的项目实践，国内厂商在营销云业务方面已经初步具备了与国际厂商的谈判能力。然而，更多的企业希望将其外包出去，即：上云虽然有许多企业用户也尝试独立进行数字化的营销系统建设，但更多的企业希望将其外包出去，新的模式，即上云快速获得新的营销业务能力解决营收和增长问题，而且营销云提供的大多数关键应用和服务都是外包给客户的。由于企业内部资源有限，要做好企业数字化业务升级，做好营销业务体系建设，还需要借助专业外部力量。","2022 营销数字化的下一个站点?以因特网和云计算的方式将许多低成本的计算实体整合为具有强大营销能力的完美系统，通过不断提高营销云的覆盖能力，以及“云”之间的逻辑运算能力来实现系统化营销。这就是“市场云”。","2021-08-05T18:00:02+08:00",15128,[794,798,801,805,806,810,814],{"id":795,"tenant_id":6,"name":796,"slug":797,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},232,"营销数字化","%e8%90%a5%e9%94%80%e6%95%b0%e5%ad%97%e5%8c%96",{"id":799,"tenant_id":6,"name":320,"slug":800,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},2292,"%e5%95%86%e4%b8%9a%e6%a8%a1%e5%bc%8f",{"id":802,"tenant_id":6,"name":803,"slug":804,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},2330,"大数据应用","%e5%a4%a7%e6%95%b0%e6%8d%ae%e5%ba%94%e7%94%a8",{"id":583,"tenant_id":6,"name":584,"slug":585,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":807,"tenant_id":6,"name":808,"slug":809,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},2518,"数据采集","%e6%95%b0%e6%8d%ae%e9%87%87%e9%9b%86",{"id":811,"tenant_id":6,"name":812,"slug":813,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},2525,"数据管理","%e6%95%b0%e6%8d%ae%e7%ae%a1%e7%90%86",{"id":815,"tenant_id":6,"name":816,"slug":817,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},2526,"应用开发","%e5%ba%94%e7%94%a8%e5%bc%80%e5%8f%91",275,"2026-08-21T23:55:46+08:00",{"id":821,"tenant_id":6,"creator_id":7,"title":822,"slug":823,"content":824,"content_json":12,"content_html":824,"reading_time":7,"access_level":7,"excerpt":825,"status":555,"content_type":556,"cover_image":826,"published_at":827,"scheduled_at":559,"author_id":543,"channel_id":559,"category_id":728,"tags":828,"version":14,"schema":12,"seo_title":12,"seo_description":12,"seo_keywords":12,"is_pinned":17,"is_featured":17,"is_pick":17,"is_slide":17,"view_count":843,"like_count":7,"comment_count":7,"author_name":545,"created_at":827,"updated_at":844},1298,"主播抖料：为何没和电商平台深入合作","1298","快手电商调研临沂消息，不胫而走。\r\n有识之士向亿邦动力爆料，快手电商相关负责人日前带领专程赶赴临沂，对当地直播基地进行了一次深度调研，了解其经营状况。\r\n这条新闻一出，引起圈内人士的关注。\r\n\u003Cimg src=\"https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2020\u002F11\u002F2020113000394227.png\" alt=\"\" width=\"500\" height=\"500\" class=\"aligncenter size-full wp-image-532\" \u002F>\r\n谁是临沂？\r\n主播近200人，主播近万人，其百万粉丝阵容遍布全国，仅次于广州和北京。还有规模较大的直播基地19个，每天有150多万件快递订单。\r\n尤其重要的是，临沂的直播带货交易额刚刚从百亿跃升到300亿！庞大的商业潜力伴随着激烈的竞争，各大平台虎视眈眈！\r\n临沂市购物中心核心区面积31平方公里，整体正处于转型升级之中。根据亿邦动力公司的了解，临沂商城确定了“商、仓、流”一体化转型的最新发展思路。\r\n重大的行动正在酝酿和筹划…\r\n根据基地人士透露，快手此行后有意在当地设立分公司，甚至亲自规划直播基地。万邦动力就此向快手求证，截至发稿，官方尚未对其做出任何回应。\r\n想象中，踩着电商直播的红利，直播基地蜂拥而至，风光无限。可是到了今天，基地为数不少的直播间已经人去楼空了，”一位直播带货从业人员告诉亿邦动力。\r\n十个基地九个缺一不可——这曾经是直播基地里的一句话。引发思考的是，喧嚣尘土上的直播基地为何如此？\r\n另一方面，商业相对集中、标杆式的直播带货聚集地，却是另一番景象。\r\n\"生意一直很好.\"立足临沂，参与直播基地运营的张经理认为，虽然有一些硬骨头支撑着基地是“凑热闹”，但基地专业团队一直跟随直播行业的发展，而且临沂的新一代基地也在不断的进化，而临沂的新一代基地也在不断的进化。\r\n沂蒙山的新一代直播基地究竟是什么样子呢？\r\n\"机遇总是在考验中出现！提质增效的关键原因之一就是临沂基地的升级，”当地 MCN人士告诉亿邦动力。\r\n01扶持一批标杆企业\r\n快手拟在临沂开设公司建厂\r\n「快手不但找了负责人，还有一位头主播帮忙请了其他知名主播，一起跟快手开了个会。」某直播基地工作人员透露。\r\n就他所知，他们只是快手在当地进行调查的头部基地之一。\r\n以上主播是临沂本地一家经营店铺的老板，凭借超强的带货实力，在疫情期间一战成名，盘活了多个实体品牌。\r\n据悉，以上头部主播都在为明年转型做“进一步打算”。更加令人心动的是，临沂传统商家正加速实现直播电商的转型，腰部、底部主播正获得更多成长为头部主播的机会。\r\n万邦动力拜访了众多直播资深人士，孟丞颇具代表性。\r\n从2017年起，孟丞做直播基地，已是行业内摸爬滚打的老手，他所在的直播基地也在此次调查中。\r\n快手团队表示，“我们的核心之一就是希望在临沂设立分部或分公司。”孟丞判断，快手分店的作用就是更加接近商家，确保从种草到闭环的全程控制。\r\n另外一位临沂直播基地负责人透露，快手调查的目的，是在临沂建立直播基地。现在外面有很多基地在打着快手官方的旗号，现在机会越来越多，快手这次可能会直接下场干。”他说。\r\n「品牌与快手的结合程度还不够，快手希望培育一些更专业、更有实力的直播，扶持一批快手品牌做自播，加速品牌在平台上的成长。」这位负责人还说，“快手应该会培养一批行业专业主播，让入驻的品牌能够更快地进入市场。”\r\n据悉，园区模式是最早的直播模式，也是目前基地的主力，45%的基地采用这种模式。就发展趋势而言，产业带基地占产业基地的20%，具有强大的生命力。公司的直播基地占12%，越来越多的企业在搭建直播基地的同时，也向其他品牌开放了基地。\r\n孟丞则透露，新品牌入驻快手时，往往对快手调性和品牌的匹配度有所怀疑。要打破这样的固有印象，政府就必须出手扶持一批标杆企业。\r\n不过，快手在临沂建立直播基地，一定程度上会带来“既是裁判，又是选手”的问题。\r\n但是孟丞并不担心，“长期来说，是会有影响的；但是公司还在全国布局，比如青岛等。快手网主要是在主播和产品两个方面积累资源，毕竟这两点是未来直播基地的核心竞争力。\r\n另一家临沂直播基地徐曼则认为，快手本人下场的影响取决于其未来的发展。\r\n假如快手正式拥有服务供应商的能力，将会带来更加激烈而有条不紊的竞争；但简单地孵化主播，并不算什么。位于徐曼的直播基地，其优势是服务商属性比较强，通过购买流量、直播间人气来帮助主播推广。\r\n不少人一致表示，临沂的商家沉淀越来越多，正在为新一代直播基地做前期的资源储备。\r\n02直播基地“流量大不如前”\r\n从其他内容平台转移？\r\n根据亿邦动力了解，也有部分商家表示担忧，他们更担心的是“流量倾斜”。也就是担心自己的流量没有得到平台更多的关注。\r\n很明显，如何平衡商家与基地主播之间的流量，是平台需要思考的核心问题之一。其实，“流量大不如前”已成为困扰当前直播基地的难点和痛点！\r\n与去年相比，获取流量变得更加困难，”几乎所有与亿邦动力公司联系的公司都反映出一些共同的问题。\r\n一名现场销售人员表示：“我们直播平台的费用是在增加，但投入的投入比已经远远低于去年。这不是我们家的事，这个行业都有。\r\n”例如，一个拥有一百万粉丝的主播，在过去，网上的人数是几千，而现在可能只有几百人。而且如今一名头部主播一次直播要花费几十甚至上百万，推流的费用直接能吃掉将近30%的利润。”另一名基地运营人员如是说。\r\n这种两难境地，大伙儿想到的办法无非两个，优化某一生态内的内容以获得更多的流量，或者到其他平台去寻找生存空间。\r\n孟丞队属于前者。在内容上，他着重于创作更多情节版的视频。他认为，快手平台的未来流量增长点还是取决于内容，“快手的本质还是内容平台，要想获得低成本的流量，做好内容是基本操作。”\r\n越来越多的平台商家，主播，达人也越来越多。当一块蛋糕不够时，玩家自然会转向另一种选择。\r\n就拿临沂来说。据资料显示，临沂本地快手平台的注册人数已超过157,000人次，专职主播人数超过2万人。2019年，快手以服装类产业链落户临沂的动作，与临沂建立了较深的关系，但如今，快手与快手之间的绑定关系已经“松动”。\r\n张珊是一家本地直播基地的招商负责人。现在我们做的是站外流量，过去主做快手，现在抖音和拼多多也有做。根据张珊反馈，由于在快手做得并不理想而开始多平台业务的直播基地还有很多，其中还包括很多刚开始就不求专注、“吃百家饭”的团队。\r\n根据亿邦动力了解，抖音在临沂设立了一家花卉绿植直播基地，配备了常驻招商团队。据业内人士透露，临沂作为华北地区的直播基地，平均一个月会联合当地政府部门、协会等做上7、8场新活动。\r\n不仅仅是这样，拼多多在临沂也频繁开展拉新活动。七月，拼多多官方在临沂开设了产业带类目官方培训，开展线下招商、答疑活动。\r\n主管基地直播投放的徐曼表示，他们团队的业务还是以快手为主，主要是因为快手和抖音平台在玩法、规则等方面存在较大差距。\r\n「在另一个大型平台也试过几次，推荐机制比较难，暂时放弃。」徐曼曾有一次经历，在另一大型直播平台的交易额从十万跌到了两万。\r\n另外一家快手平台年 GMV约5亿左右的商家徐曼感觉一样，“那个平台虽然很大，但是算法推荐比较难懂，但以后会慢慢测试。\r\n03平台：策划深度结合基地\r\n临沂：商业在不断提升\r\n实况转播赚不到钱，本质上并不像算术题“这么简单”。\r\n一位基地的直播负责人对亿邦动力做了一次计算，“假设一个直播基地需要50个人，临沂人均工资5000元左右，一个人的开支就要25万元。一天一睁眼你就得想，一万块又没了，这还不算房租。”\r\n这种帐，每天都会在这个负责人的脑子里想一想，遇上流量不好的时候就更加忧心忡忡。\r\n他悲叹道：“如果临沂没有房产，也要出租园区，这个生意很难维持。”\r\n在交流过程中，系统分析了临沂直播基地的现状，以及存在的一些问题。概述包括以下内容：\r\n国内其它地区，还在走弯路，临沂基地已经全部走过。\r\n若商家或主播开始亏本，从长远的角度看，商家和主播都会慢慢从快手流失。\r\n沂水大多数直播基地虽然在快手，但与官方并无合作，单纯只做直播。\r\n目前还有一些中小型直播基地，快手做得不够好，去做抖音或者其他平台。\r\n「节流不易，开源第一。」基础运营商本身也清楚，必须紧跟平台变化，商家需求甚至行业大方向改变，不断更新迭代，才能抓住各个内容平台的流量。\r\n孟丞的直播基地团队经历了四个提升阶段：试播阶段、拥有固定(10平左右)直播间阶段、直播间与仓库分离阶段，到现在已有百万主播入驻，并且建立了自己的供应链体系。\r\n目前的直播基地在体量、业务范围、所提供的运营服务、包括装修、环境等方面都比第一阶段有了显著的提升。\r\n整体直播电商规模在2020年突破万亿，预计2021年直播电商规模将达到2万亿元，渗透率达到15%。背靠直播电商，全国各地的直播基地都将保持较高的增长势头，《2021直播基地发展分析报告》中提到，预计今年年底前，规模基地的数量可能超2000家，实现100%增长。\r\n现有基地中，近一半成立时间不足半年，成立3年以上的基地仅占7%。可以想象，随着数量的增加，直播基地将迎来一场洗牌，竞争将更加激烈，基地的升级“迫在眉睫”。\r\n除孟丞所在的基地外，临沂的各种直播基地也在逐步升级。而徐曼在其中的直播基地，也从原来的帮助主播做推广，开始了主播的孵化业务。\r\n另一方面，整个业界各平台都看到了直播基地的重要性，并开始布局。\r\n今年三月底，慈溪宣布与拼多多的战略合作，共同打造长三角地区大型电商直播基地。四月，拼多多联合泉州市政府，打造一个县域区域品牌专有的“产业直播间”，同时启动“拼多多产播基地计划”。另外，拼多多还与南安、石狮、德化、晋江等地合作，向4个产业直播基地授牌。\r\n今年七月，拼多多第一个广东线下直播基地落户狮岭镇，正式授予狮岭镇六号“拼多多”直播基地的“拼多多”牌匾。\r\n据悉，广州市花都区狮岭镇是闻名遐迩的皮具行业集散地，是全国最大的箱包皮具生产能力和原辅材料交易基地。拥有八千多家各种类型的皮具箱包生产企业，2000多个品牌，每年生产的新款箱包超过100万种。\r\n不久前，抖音和卓尔智联联手在汉口打造了武汉第一个“抖音”电商平台。\r\n","主播抖料：为何没和电商平台深入合作？主播近200人，主播近万人，其百万粉丝阵容遍布全国，仅次于广州和北京。还有规模较大的直播基地19个，每天有150多万件快递订单。","https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2020\u002F11\u002F2020113000394227.png","2021-08-05T17:56:55+08:00",[829,830,831,835,839,840,841,842],{"id":563,"tenant_id":6,"name":564,"slug":565,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":731,"tenant_id":6,"name":732,"slug":733,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":832,"tenant_id":6,"name":833,"slug":834,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},199,"GMV","gmv",{"id":836,"tenant_id":6,"name":837,"slug":838,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},201,"直播带货","%e7%9b%b4%e6%92%ad%e5%b8%a6%e8%b4%a7",{"id":571,"tenant_id":6,"name":572,"slug":573,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":743,"tenant_id":6,"name":744,"slug":745,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":575,"tenant_id":6,"name":576,"slug":577,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":583,"tenant_id":6,"name":584,"slug":585,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},247,"2024-09-08T00:08:30+08:00",{"id":846,"tenant_id":6,"creator_id":7,"title":847,"slug":848,"content":849,"content_json":12,"content_html":849,"reading_time":7,"access_level":7,"excerpt":12,"status":555,"content_type":556,"cover_image":850,"published_at":851,"scheduled_at":559,"author_id":543,"channel_id":559,"category_id":560,"tags":852,"version":14,"schema":12,"seo_title":12,"seo_description":12,"seo_keywords":12,"is_pinned":17,"is_featured":17,"is_pick":17,"is_slide":17,"view_count":869,"like_count":7,"comment_count":7,"author_name":545,"created_at":851,"updated_at":870},1287,"阿里巴巴：互联互通能更大程度上释放互联网时代红利","1287","北京时间 8 月 3 日晚间消息，阿里巴巴（NYSE:BABA；HK:09988）今日发布了截至 2021 年 6 月 30 日的 2022 财年第一季度财报（注：阿里巴巴财年与自然年不同步，从每年的 4 月 1 日开始，至第二年的 3 月 31 日结束），营收为人民币 2057.40 亿元（约合 318.65 亿美元），同比增长 34%。若不考虑合并高鑫零售的影响，营收为人民币 1873.06 亿元（约合 290.10 亿美元），同比增长 22%。净利润为人民币 428.35 亿元（约合 66.34 亿美元）。不按美国通用会计准则（non-GAAP），净利润为人民币 434.41 亿元（约合 67.28 亿美元），同比增长 10%。\r\n\u003Cimg src=\"https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2020\u002F11\u002F2020112801494619.png\" alt=\"\" width=\"543\" height=\"298\" class=\"aligncenter size-full wp-image-520\" \u002F>\r\n财报发布后，阿里巴巴集团董事局主席、CEO 张勇，执行副董事长蔡崇信及 CFO 武卫出席了随后召开的电话会议，对财报进行了解读，并回答了分析师提问。\r\n\r\n以下即为本次电话会议分析师问答环节主要内容：\r\n杰弗瑞分析师 Thomas Chong：公司在开场白的介绍中提到了多 App 策略，也看到淘宝特价版目前的用户数增长非常强劲，请问公司对淘宝特价版未来的用户拓展和商业化方面有何看法？另外，最近媒体有很多关于行业互联互通的报道，请问管理层如何看同其他互联网巨头在流量方面的合作机会？\r\n\r\n张勇：关于淘宝特价版，公司在消费者业务方面，通过增量投资，在手机淘宝之外，建立几个新的消费者 App，形成一个消费者 App 的矩阵，这是因为当我们的中国用户超过 9 亿之后，这些用户都有不同的偏好，甚至同一个用户在不同场景中都有不同的偏好，所以我们必须给用户提供特别清楚的购物平台，更好服务不同的消费者。淘宝特价版致力于服务对于性价比有偏好，价格敏感型的用户，这是我们给它的特别清晰的用户定位，也实现了过去一段时间的快速增长。在阿里消费者 App 的矩阵当中，淘宝特价版承担的任务和目标就是为阿里巴巴的消费生态带来增量的新用户，特别是下沉市场的新用户，同时也能在特定情况下满足对于性价比有要求的用户需要。在整个基础上，淘宝特价版的发展为阿里国内业务贡献了 1000 万的年活跃用户（AAC），也证明了我们策略的有效性。当然在淘宝特价版满足用户需求的同时，我们也在积极建设从制造到消费者的供应链，真正形成产业带直通消费者，农产品产地直通消费者的高效供应链，这也是我们发展特价版的另一个目标。\r\n　关于内部如何考量业务的进展，我想可能简单的说是三方面：用户数量，用户应用以及用户体验。刚才谈的是用户数量，这个数字跟其他平台相比，其实有一个非常巨大的区别，那就是其中的含金量是不同的，因为用户可以跨App使用我们的服务。关于用户应用，大家可以看到我们目前的订单量和销售额增长。第三层是用户体验，这就会体现我们基础设施建设的成果，包括供给能力以及履约能力，后面我们陆续也会跟大家分享，比如说社区业务的准时送达率非常高，后续公司也会从这三个角度跟大家分享业务进展。\r\n\r\n　　张勇：关于数据的问题，我们一向对数据的采集和使用都有严格的要求，随着更多立法的推进，我们会严格按照这些法律的要求和实施细则的要求，来做好我们的工作。相信我们一直保持着高水准来做好数据安全工作，我们也会一如既往地这样做。\r\n\r\n广告\r\n　　对于你问到的关于法规对数据采集和使用有了更明确的要求以后，会不会对公司的用户增长和收入增长产生影响，其实我们一直以来都不会单纯地把数据的使用，包括算法的使用，作为单一的目标，特别是把单一的效率目标，作为我们的出发点。\r\n\r\n　　这里我举个例子，比如说我们在消费者业务当中的广告业务来讲，其实整个的数据使用，算法的应用，都不是单纯以效率最大化或者收入最大化来作为目标的，我们一直都不是这样做的。因为对于一个消费者平台的广告业务而言，比点击率和收入最大化更重要的是消费者的体验，产品的质量和用户的满意度。一直以来我们都把数据的使用，其对于商业价值的创造，同用户体验的保护和社会价值的创造，融为一个有机的整体，这是我们考虑问题的方式。\r\n\r\n　　所以从这个意义上来讲，我们相信随着立法对数据使用的要求越来越高，能够更为规范地使用数据的公司，不仅能够长期创造社会价值，也会拥有更好的发展机会，对此我们坚信不疑。","https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2020\u002F11\u002F2020112801494619.png","2021-08-04T01:08:08+08:00",[853,854,855,856,860,861,865],{"id":607,"tenant_id":6,"name":608,"slug":609,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":583,"tenant_id":6,"name":584,"slug":585,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":807,"tenant_id":6,"name":808,"slug":809,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":857,"tenant_id":6,"name":858,"slug":859,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},5070,"手机","%e6%89%8b%e6%9c%ba",{"id":620,"tenant_id":6,"name":621,"slug":622,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},{"id":862,"tenant_id":6,"name":863,"slug":864,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},6658,"蔡崇信","%e8%94%a1%e5%b4%87%e4%bf%a1",{"id":866,"tenant_id":6,"name":867,"slug":868,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},7115,"用户体验","%e7%94%a8%e6%88%b7%e4%bd%93%e9%aa%8c",476,"2024-09-08T00:08:31+08:00",3804,[873,880,888,897,905,912,920,928,936,943,951,959,967,975,982,990,998,1006,1014,1022,1030,1038,1046,1054,1062,1069,1077,1085,1092,1099,1107,1115,1122,1130,1138,1146,1154,1162,1170,1178,1186,1194,1202,1210,1218,1226,1233,1241,1249,1257,1265,1272,1279,1287,1295],{"id":728,"tenant_id":6,"name":47,"slug":874,"description":875,"parent_id":559,"channel_id":559,"icon":12,"sort_order":7,"seo_title":876,"seo_description":877,"seo_keywords":878,"article_count":879},"shuzihua-zhuanxing","聚焦企业转型、智能制造、数字政务、产业互联网，分享转型方法、标杆案例与落地实践。","数字化转型_产业互联网与智能制造动态","软盟资讯数字化转型频道，是企业数智化升级核心内容阵地，聚焦企业数字化转型、智能制造、数字政务、产业互联网四大核心方向，分享转型方法论、技术路径、标杆案例与政策趋势，覆盖制造、政务、零售、金融等多行业实践，企业决策者的数字化转型参考智库。","数字化转型,企业数字化,智能制造,数字政务,产业互联网,数字化转型案例,数智化转型,企业转型",331,{"id":881,"tenant_id":6,"name":164,"slug":882,"description":883,"parent_id":559,"channel_id":559,"icon":12,"sort_order":7,"seo_title":884,"seo_description":885,"seo_keywords":886,"article_count":887},519,"zhanhui","软盟资讯展会活动信息栏目，实时汇总2026-2027年数字经济、AI人工智能、大数据、云计算、物联网等领域行业展会与博览会最新日程。","展会活动_科技行业展会与博览会日程信息","软盟资讯展会活动栏目，汇总AI人工智能、数字经济、云计算、智能制造等科技行业展会与博览会最新日程信息，覆盖时间地点、嘉宾议程、参展动态等核心内容。","展会活动,科技展会,行业博览会,展会日程,会展信息",6482,{"id":889,"tenant_id":6,"name":315,"slug":890,"description":891,"parent_id":892,"channel_id":559,"icon":12,"sort_order":7,"seo_title":893,"seo_description":894,"seo_keywords":895,"article_count":896},543,"hulianwang-chuangye","关注互联网创业与科技创业动态，分享创业项目、融资资讯、商业模式与实战经验。",15124,"互联网创业资讯_创业项目_商业模式与融资动态","软盟资讯互联网创业频道，关注互联网创业、科技创业、新兴项目与创投动态，分享创业故事、商业模式、融资新闻、创业指南与避坑经验，覆盖AI创业、SaaS创业、内容创业等热门方向，互联网创业者的信息参考与学习平台。","互联网创业,科技创业,创业项目,创业融资,创业指南,创业故事,SaaS创业,AI创业",351,{"id":898,"tenant_id":6,"name":320,"slug":899,"description":900,"parent_id":892,"channel_id":559,"icon":12,"sort_order":7,"seo_title":901,"seo_description":902,"seo_keywords":903,"article_count":904},3096,"shangye-moshi","深度解读互联网与数字经济时代的各类商业模式与盈利模式，分析底层逻辑与成败案例。","商业模式分析_互联网商业模式_盈利模式案例解读","软盟资讯商业模式频道，深度解读互联网与数字经济时代的各类商业模式与盈利模式，分析SaaS订阅、平台抽成、会员制、免费增值、数据变现等模式的底层逻辑与成败案例，帮助创业者和企业决策者看懂商业、找对模式。","商业模式,盈利模式,互联网商业模式,商业模式分析,商业模式案例,SaaS模式,平台模式,商业底层逻辑",174,{"id":560,"tenant_id":6,"name":35,"slug":906,"description":907,"parent_id":559,"channel_id":559,"icon":12,"sort_order":7,"seo_title":908,"seo_description":909,"seo_keywords":910,"article_count":911},"shuzijingji","聚焦数字中国战略与数字经济产业前沿，追踪政策趋势、产业数据、新质生产力与区域动态，打造专业数字经济资讯门户。","数字经济新闻_产业政策与新质生产力动态","软盟资讯数字经济频道，聚焦数字中国战略、数字经济政策、新质生产力发展、产业数据报告、区域经济动态等核心领域，追踪国家政策、地方实践、产业数据与前沿趋势，覆盖数据要素、数字基建、信创国产化等热门方向，专业数字经济资讯门户。","数字经济,数字中国,数字经济政策,新质生产力,产业数据,区域经济,数据要素,数字基建",444,{"id":913,"tenant_id":6,"name":41,"slug":914,"description":915,"parent_id":559,"channel_id":559,"icon":12,"sort_order":7,"seo_title":916,"seo_description":917,"seo_keywords":918,"article_count":919},3101,"jishu-qianyan","聚焦全球前沿技术趋势与产业应用，覆盖软件开发、云计算、区块链、元宇宙\u002F数字孪生、网络安全五大方向。","技术前沿新闻_云计算与网络安全动态","软盟资讯技术前沿频道，聚焦全球前沿技术趋势与产业应用，覆盖软件开发、云计算、区块链、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Agent技术演进与企业级落地应用，覆盖多智能体协作、RAG检索增强、智能体框架、Agent开发平台、工作流自动化等核心方向，分享智能客服、知识问答、业务自动化等场景落地案例与实践经验。","AI智能体,Agent,RAG,多智能体,智能体平台,智能体落地,企业智能体,AI Agent",267,{"id":1031,"tenant_id":6,"name":115,"slug":1032,"description":1033,"parent_id":921,"channel_id":559,"icon":12,"sort_order":7,"seo_title":1034,"seo_description":1035,"seo_keywords":1036,"article_count":1037},15117,"ai-biancheng","关注AI赋能软件开发，涵盖AI代码生成、编程工具测评与实战教程，帮助开发者提升效率。","AI编程开发_AI代码工具_AIGC编程实战教程","软盟资讯AI编程频道，关注人工智能赋能软件开发，涵盖AI代码生成、AI编程助手、低代码开发、AIGC编程工具、智能调试等方向，分享Cursor、GitHub Copilot、通义灵码等工具测评与实战教程，帮助开发者提升编程效率，拥抱AI时代开发新范式。","AI编程,AI代码,AI编程工具,Copilot,AI开发,AIGC编程,智能编程,低代码",46,{"id":1039,"tenant_id":6,"name":120,"slug":1040,"description":1041,"parent_id":921,"channel_id":559,"icon":12,"sort_order":7,"seo_title":1042,"seo_description":1043,"seo_keywords":1044,"article_count":1045},15118,"ai-yingyong","分享各行业AI产品应用落地案例与企业AI转型实践，覆盖制造、零售、金融、医疗等多行业解决方案。","AI产品应用落地_企业AI转型_行业AI解决方案案例","软盟资讯AI产品应用频道，分享AI技术在各行业的落地应用与企业AI转型实践，覆盖AI+制造、零售、金融、医疗、教育、政企等多行业解决方案，解读生成式AI、智能体、计算机视觉等技术如何赋能业务增长、降本增效与流程重构。","AI产品应用,AI产品应用落地,企业AI转型,行业AI,AI案例,AI解决方案,AI赋能,企业AI",143,{"id":1047,"tenant_id":6,"name":125,"slug":1048,"description":1049,"parent_id":921,"channel_id":559,"icon":12,"sort_order":7,"seo_title":1050,"seo_description":1051,"seo_keywords":1052,"article_count":1053},15119,"ai-chuangtou","追踪AI产业创业投资动态，涵盖公司融资、行业格局、创业公司发展与产业研究报告。","AI产业创投_AI公司融资_行业格局与创业动态","软盟资讯AI产业频道，追踪全球人工智能产业与创业投资动态，涵盖AI独角兽融资、大厂AI战略、行业格局变化、创业公司成长与产业研究报告，分析AI产业链上下游发展机遇与投资趋势，AI创业者、投资人与行业分析师的信息参考平台。","AI产业,AI创投,AI融资,AI创业,AI公司,AI投资,人工智能产业,AI独角兽",73,{"id":1055,"tenant_id":6,"name":130,"slug":1056,"description":1057,"parent_id":921,"channel_id":559,"icon":12,"sort_order":7,"seo_title":1058,"seo_description":1059,"seo_keywords":1060,"article_count":1061},15120,"ai-zhengce","关注人工智能政策监管与伦理治理，追踪AI法规、数据安全、算法治理与行业标准制定动态。","AI政策资讯_人工智能监管_数据安全伦理治理","软盟资讯AI政策与伦理频道，关注全球人工智能监管政策与伦理治理，追踪生成式AI管理办法、数据安全法规、算法治理、行业标准制定、AI伦理与社会影响等议题，为政企客户提供AI合规与治理的权威政策参考。","AI政策,AI监管,AI伦理,人工智能法规,数据安全,AI治理",66,{"id":1063,"tenant_id":6,"name":267,"slug":1064,"description":1065,"parent_id":728,"channel_id":559,"icon":12,"sort_order":7,"seo_title":1066,"seo_description":1067,"seo_keywords":1068,"article_count":728},15121,"shuzi-zhengwu","关注数字政府建设与政务数字化转型，分享智慧政务系统、一网通办、数据共享等创新实践与地方案例。","数字政务资讯_智慧政务建设_政务数字化转型方案","软盟资讯数字政务频道，关注数字政府建设、政务数字化转型、智慧政务系统、一网通办、数据共享、政务服务创新等方向，分享各地政务数字化实践案例、政策动态与技术应用，为政企客户提供政务数字化参考与解决方案思路。","数字政务,智慧政务,政务数字化,数字政府,一网通办,政务服务,政务数字化转型,数据共享",{"id":1070,"tenant_id":6,"name":272,"slug":1071,"description":1072,"parent_id":728,"channel_id":559,"icon":12,"sort_order":7,"seo_title":1073,"seo_description":1074,"seo_keywords":1075,"article_count":1076},15122,"zhineng-zhizao","追踪制造业数字化转型与智能工厂建设，分享工业互联网、数字孪生、工业软件等技术落地与灯塔工厂案例。","智能制造资讯_工业数字化_智能工厂与制造业转型","软盟资讯智能制造频道，追踪制造业数字化转型、智能工厂建设、工业互联网、工业软件、数字孪生等前沿方向，分享MES\u002FERP\u002FSCADA等系统落地实践、灯塔工厂案例与工业4.0趋势，助力制造企业实现智能化升级、降本增效与柔性生产。","智能制造,工业数字化,智能工厂,工业互联网,制造业转型,数字孪生,工业软件,灯塔工厂",137,{"id":1078,"tenant_id":6,"name":277,"slug":1079,"description":1080,"parent_id":728,"channel_id":559,"icon":12,"sort_order":7,"seo_title":1081,"seo_description":1082,"seo_keywords":1083,"article_count":1084},15123,"qiye-zhuanxing","聚焦企业数字化转型与数智化升级，分享转型战略、实施路径、组织变革与标杆案例，助力企业高效升级。","企业数字化转型_数智化升级_转型方法与落地案例","软盟资讯企业转型频道，专注企业数字化转型战略、数智化升级路径、组织变革、技术选型与标杆案例，覆盖中小微到中大型企业的全规模转型实践，分享转型方法论、避坑指南与ROI评估方法，帮助企业找到适合自身的数字化转型路径。","企业数字化转型,企业数智化,数字化升级,转型方法论,企业转型案例,数字化路径,企业上云,转型避坑",31,{"id":892,"tenant_id":6,"name":53,"slug":1086,"description":1087,"parent_id":559,"channel_id":559,"icon":12,"sort_order":7,"seo_title":1088,"seo_description":1089,"seo_keywords":1090,"article_count":1091},"xin-shangye","聚焦数字经济时代的新商业创新，覆盖新电商、新零售、互联网创业、新业态与商业模式，追踪前沿趋势与实战经验。","新商业新闻_互联网创业与商业模式动态","软盟资讯新商业频道，聚焦数字经济时代的新商业模式创新，覆盖新电商、新零售、互联网创业、新业态、商业模式五大方向，追踪直播电商、私域运营、即时零售、AI商业等前沿趋势，分享创业案例、模式解读与实战经验，新商业从业者与创业者的趋势参考平台。","新商业,新电商,新零售,互联网创业,商业模式,新业态,商业创新,创业案例",21,{"id":1093,"tenant_id":6,"name":296,"slug":1094,"description":1095,"parent_id":913,"channel_id":559,"icon":12,"sort_order":7,"seo_title":1096,"seo_description":1097,"seo_keywords":1098,"article_count":1053},15125,"yunjisuan","追踪云计算技术与产业动态，涵盖云原生、企业上云、CDN加速与云运维实践。","云计算资讯_云服务器云原生_企业上云与云安全趋势","软盟资讯云计算频道，追踪云计算技术与产业发展动态，涵盖云服务器、云原生、容器、微服务、云存储、CDN加速、企业上云等方向，解读AWS、阿里云等主流云厂商动态，分享上云方案、成本优化与运维实践，企业上云的技术参考平台。","云计算,云服务器,云原生,企业上云,云存储,CDN加速,云运维,容器技术",{"id":1100,"tenant_id":6,"name":301,"slug":1101,"description":1102,"parent_id":913,"channel_id":559,"icon":12,"sort_order":7,"seo_title":1103,"seo_description":1104,"seo_keywords":1105,"article_count":1106},15126,"yuanyuzhou","探索元宇宙与数字孪生技术的产业落地，涵盖VR\u002FAR、虚拟数字人、工业元宇宙与3D可视化。","元宇宙资讯_VR\u002FAR与数字孪生应用动态","软盟资讯元宇宙\u002F数字孪生频道，探索元宇宙技术在产业端的落地应用，涵盖数字孪生、VR\u002FAR\u002FMR、虚拟数字人、3D可视化、空间计算、工业元宇宙等前沿方向，分享技术进展、应用场景、标杆案例与商业化路径。","元宇宙,数字孪生,VR\u002FAR,虚拟数字人,工业元宇宙,3D可视化,空间计算,MR",68,{"id":1108,"tenant_id":6,"name":306,"slug":1109,"description":1110,"parent_id":913,"channel_id":559,"icon":12,"sort_order":7,"seo_title":1111,"seo_description":1112,"seo_keywords":1113,"article_count":1114},15127,"wangluo-anquan","关注网络安全、云安全、数据安全与等保合规，追踪安全事件、技术趋势与防御方案。","网络安全资讯_云安全数据安全_等保合规与安全防御","软盟资讯网络安全频道，关注网络空间安全、云安全、数据安全、应用安全、等保合规等领域，追踪安全事件、漏洞预警、安全技术、政策法规与最佳实践，分享DDoS防御、WAF防火墙、零信任等安全方案，企业安全建设的信息参考平台。","网络安全,云安全,数据安全,等保合规,安全防御,DDoS防护,WAF,零信任",42,{"id":792,"tenant_id":6,"name":59,"slug":1116,"description":1117,"parent_id":559,"channel_id":559,"icon":12,"sort_order":7,"seo_title":1118,"seo_description":1119,"seo_keywords":1120,"article_count":1121},"shuzi-yingxiao","聚焦数字时代营销方法与实战案例，覆盖AI营销、内容营销、短视频直播、私域运营四大方向。","数字营销_AI营销与内容营销动态","软盟资讯数字营销频道，聚焦数字时代的营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90定档10月1日：发布即开售，\"史上最强Mate\"正面硬刚万元旗舰战场","83827","——深度观察：一场从芯片到定价逻辑的系统性突围\r\n2026年9月29日上午，华为手机官方正式对外宣布，新一代旗舰华为Mate 90系列将于10月1日上午10点召开新品发布会，并将在发布会结束当天中午12点08分，全渠道同步开启现货开售。从官宣到发布，从发布到开卖，全程只间隔两小时——这在华为旗舰\u003Ca href=\"\u002Fai\u002Fai-yingyong\" title=\"AI产品应用\">AI产品应用\u003C\u002Fa>的历史上尚属首次。\r\n\u003Cimg class=\"attachment-full size-full\" src=\"https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002Faiimg6abb68433aea50.89655173.webp\" alt=\"中小品牌如何用AI建立GEO基线测试表：从提问样本、答案留档到月度复测\" width=\"1280\" height=\"720\" \u002F>\r\n消息一出，延续数周的市场猜测终于尘埃落定。而在\"发布即开售\"这一前所未有的节奏背后，隐藏着比表象更值得玩味的信号：华为正在用一整套从芯片、影像到定价逻辑的系统性打法，向2026年高端手机市场发起一场\"史上最强\"的正面突围。\r\n\u003Ch2>\u003Cstrong>\u003Cb>一、发布即开售：备货底气与市场节奏的双重信号\u003C\u002Fb>\u003C\u002Fstrong>\u003C\u002Fh2>\r\n在过往的华为Mate系列产品周期里，发布会与正式发货之间往往隔着数天甚至一两周的等待期，用户需经历漫长的抢购与预售。而此次Mate 90系列直接将这一环节省略——发布会当天中午即现货开售，释放出两个明确的信号。\r\n其一，是备货量的底气。据多方反馈，Mate 90系列的现货自9月25日之后便已陆续运抵全国各地线下门店，机器早已到位，就等官宣开卖。全系现货供应，意味着华为对这一代旗舰的产能爬坡与供应链调度信心十足。\r\n其二，是市场节奏的精心设计。选择在国庆假期首日发布并同步开售，虽有假期关注度分散之虞，却也精准卡位了\"黄金周\"的消费场景，意图在假期释放最大的首销动能。这种略带开创性的节奏安排，本身就透露出华为对这款年度旗舰寄予的厚望。\r\n\u003Ch2>\u003Cstrong>\u003Cb>二、五机齐发：史上最全产品矩阵，价格梯度拉满\u003C\u002Fb>\u003C\u002Fstrong>\u003C\u002Fh2>\r\n这一代Mate 90系列一改往日三机布局，一口气推出五款机型——Mate 90、Mate 90 Pro、Mate 90 Pro Max、Mate 90 Pro Max典藏版以及RS非凡大师，堪称Mate系列史上最全面的一代。\r\n五款机型形成了清晰的价格阶梯：标准版守稳主流旗舰市场，Pro版卡位中高端，Pro Max直冲万元价位，典藏版与RS非凡大师则锚定超高端稀缺市场。整个系列覆盖从5000元到13000元以上的完整价格区间，每一档都精准切入了不同的用户群体，形成了一套完整的\"防御工事\"。\r\n据多方渠道预估，标准版起售价约5499元，Pro版约8000元，Pro Max约9000元，典藏版约11000元，RS非凡大师约13000元。相较上一代Mate 80系列，全系价格明显上探——这背后并非简单的跟风提价，而是多重成本与技术升级叠加的结果。\r\n\u003Ch2>\u003Cstrong>\u003Cb>三、芯片突围：麒麟9050 Pro的\"逻辑折叠\"革命\u003C\u002Fb>\u003C\u002Fstrong>\u003C\u002Fh2>\r\nMate 90系列最核心的王牌，当属顶配机型搭载的麒麟9050 Pro芯片。这颗芯片最革命性的变化，在于其首创的\"逻辑折叠\"技术。\r\n传统芯片依赖不断缩小制程来提升性能，而麒麟9050 Pro则另辟蹊径——将芯片内部的逻辑电路从\"平铺一层\"改为\"上下两层垂直堆叠\"，并加入垂直互联通道。通俗地说，就是让芯片从单层\"小平房\"升级为带高速电梯的\"复式洋房\"，信号传输距离大幅缩短，时延显著降低，晶体管密度比上一代提升约55%。\r\n这一架构创新的意义远超单一产品的性能跃升。麒麟9050 Pro依托\"韬定律\"的逻辑折叠架构，让华为得以在不依赖更高阶光刻机的前提下，实现芯片集成度与性能的双重突破——这标志着华为在芯片设计上走出了一条独立于先进制程限制的差异化路径，也为国内半导体产业链注入了一剂强心针。\r\n落到实际数据，麒麟9050 Pro的9核灵犀CPU单核提升24%、多核提升52%，马良GPU渲染性能提升142%，支持硬件级光线追踪，整机综合性能较上一代提升42%；更难能可贵的是功耗不升反降，等性能条件下NPU功耗降低66%、GPU功耗降低58%。对普通用户而言，最直观的感受是游戏帧率更稳、日常更省电、发热控制更好。\r\n值得注意的是，芯片采用梯度方案——标准版与Pro版搭载麒麟9035，Pro Max、典藏版及RS非凡大师则首发麒麟9050 Pro，形成了清晰的产品力分层。\r\n\u003Ch2>\u003Cstrong>\u003Cb>四、全维升级：屏幕、影像、续航的\"无短板\"补强\u003C\u002Fb>\u003C\u002Fstrong>\u003C\u002Fh2>\r\n除芯片外，Mate 90系列在屏幕、影像、续航等维度的全面迭代，共同构筑了\"史上最强Mate\"的完整拼图。\r\n屏幕方面，全系回归直屏设计，Pro Max及RS版本采用双层OLED屏幕，峰值亮度据传可突破10000尼特，登顶华为史上最亮手机，同时覆盖BT.2020广色域，兼顾显示效果与户外强光下的可读性。全系标配第三代昆仑玻璃与防窥技术，耐用性与隐私防护同步升级。\r\n影像方面，这一代延续了分级策略。Pro Max版升级至2亿像素潜望长焦，采用全流程国产化的传感器，配合新一代LOFIC技术与可变光圈，远景拍摄能力大幅提升。而最具想象力的，是Pro Max典藏版支持外接睿影Z10模块相机——一个自带1英寸超大底、支持24-240mm焦段与10倍光学变焦的微型相机模块，手机负责计算摄影处理，模块负责光学采集，各取所长。这种\"给手机接一个专业镜头\"的量产玩法，在整个手机行业尚属首次。\r\n续航与通信方面，全系电池容量显著提升，最高可达7000mAh级别，全系支持100W有线快充与最高80W无线快充。更关键的信号是，工信部入网信息已明确标注\"5G数字移动电话机\"——这是华为国行旗舰在Mate 40系列之后，首次在入网资质中公开恢复5G标识，彻底解决了华为旗舰近年来的最大痛点。\r\n\u003Ch2>\u003Cstrong>\u003Cb>五、涨价逻辑：成本承压与技术价值并行的定价重构\u003C\u002Fb>\u003C\u002Fstrong>\u003C\u002Fh2>\r\nMate 90系列全系涨价已成定局，这背后是成本压力与技术升级的双重驱动。\r\n从成本端看，2026年全球存储芯片价格持续飙升，AI算力需求大幅虹吸DRAM和NAND产能，第二季度手机内存价格环比涨幅一度超过80%。华为高管余承东此前已公开预警，内存等核心元器件持续涨价，若维持原价销售企业将面临亏损。存储成本占整机比重提升至三至四成，叠加自研芯片与高端物料投入，成本压力客观存在。\r\n从价值端看，涨价也并非毫无支撑。麒麟9050 Pro的架构突破、双层OLED的显示升级、2亿像素潜望长焦、7000mAh级大电池——每一分加价都对应着实打实的技术迭代。华为在9月初先行上调在售的Mate 80系列售价，也在为Mate 90的价格带做心理铺垫。\r\n这套\"先锚定预期，再以技术价值支撑溢价\"的定价策略，标志着华为已不再固守性价比路线，而是正式以技术价值向苹果iPhone 18 Pro所在的万元价位战场发起正面冲击。\r\n\u003Ch2>\u003Cstrong>\u003Cb>六、巅峰对决：华为与苹果的万元级正面交锋\u003C\u002Fb>\u003C\u002Fstrong>\u003C\u002Fh2>\r\n将视角拉远，Mate 90系列的定价策略，清晰地指向了一场与iPhone 18 Pro系列的正面硬刚。\r\n苹果iPhone 18 Pro国行256GB版本定档9999元，而华为Mate 90 Pro Max预估价约9000元——华为正以相对更低的价格切入苹果固守的万元高端主场，并力图以更全面的配置实现\"越级对标\"。\r\n两者的差异化优势泾渭分明：苹果依托A20 Pro的2纳米芯片与封闭生态的用户粘性，却仍保留灵动岛设计，充电停留在30W，且缺失卫星通信与诸多本土化功能；华为则以真全面屏、100W快充、7000mAh级大电池、2亿像素长焦、卫星通信等\"无短板\"配置，在硬件参数与本土体验上建立起明确优势。\r\n这场对决的意义，早已超出两款产品的销量之争。它意味着中国高端智能手机品牌，正首次以完整的五机矩阵、自主可控的芯片架构与全套技术体系，与全球最强的竞争对手在最高价位段展开对等竞争。\r\n\u003Ch2>\u003Cstrong>\u003Cb>结语：一场关于\"确定性的突围\"\u003C\u002Fb>\u003C\u002Fstrong>\u003C\u002Fh2>\r\n从发布即开售的节奏自信，到麒麟9050 Pro的逻辑折叠革命，再到敢于正面硬刚万元旗舰的定价底气，华为Mate 90系列所展现的，是一场从芯片、硬件到商业策略的系统性突围。\r\n在这个AI算力虹吸存储产能、全球高端市场格局加速重塑的时间节点，华为以\"史上最强Mate\"的姿态，向市场宣告的不仅是一款新旗舰的到来，更是中国智能手机产业在核心芯片自主、高端市场话语权上的一次重要突破。10月1日上午10点的发布会，即将为这场期待已久的对决，拉开正式序幕。","2026年9月29日上午，华为手机官方正式对外宣布，新一代旗舰华为Mate 90系列将于10月1日上午10点召开新品发布会，并将在发布会结束当天中午12点08分，全渠道同步开启现货开售。从官宣到发布，从发布到开卖，全程只间隔两小时——这在华为旗舰产品的历史上尚属首次。","https:\u002F\u002Fnews.softunis.com\u002Fwp-content\u002Fuploads\u002F2026\u002F09\u002Faiimg6abb68433aea50.89655173.webp","2026-09-29T15:20:51+08:00",[1312,1316,1320,1324,1328],{"id":1313,"tenant_id":6,"name":1314,"slug":1315,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},5907,"用户粘性","%e7%94%a8%e6%88%b7%e7%b2%98%e6%80%a7",{"id":1317,"tenant_id":6,"name":1318,"slug":1319,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},7707,"市场格局","%e5%b8%82%e5%9c%ba%e6%a0%bc%e5%b1%80",{"id":1321,"tenant_id":6,"name":1322,"slug":1323,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},7952,"技术迭代","%e6%8a%80%e6%9c%af%e8%bf%ad%e4%bb%a3",{"id":1325,"tenant_id":6,"name":1326,"slug":1327,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},8516,"半导体产业链","%e5%8d%8a%e5%af%bc%e4%bd%93%e4%ba%a7%e4%b8%9a%e9%93%be",{"id":1329,"tenant_id":6,"name":1330,"slug":1331,"channel_id":559,"seo_title":12,"seo_description":12,"seo_keywords":12,"article_count":7},17574,"半导体产业","semiconductor-industry","华为Mate 90系列将于10月1日上午10点召开新品发布会",220,"2026-10-01T05:31:21+08:00",{"id":1336,"tenant_id":6,"creator_id":543,"title":1337,"slug":1338,"content":1339,"content_json":12,"reading_time":7,"access_level":7,"excerpt":1340,"status":555,"content_type":556,"cover_image":12,"published_at":1341,"scheduled_at":559,"author_id":543,"channel_id":559,"category_id":1155,"version":37,"schema":18,"seo_title":12,"seo_description":12,"seo_keywords":12,"is_pinned":17,"is_featured":17,"is_pick":17,"is_slide":17,"view_count":7,"like_count":7,"comment_count":7,"author_name":545,"created_at":1342,"updated_at":1343},87875,"  【每日AI必读资讯】AI智能体与大模型最新动态精选10条（2026年10月18日）","aiai1020261018","\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">每日AI资讯（2026年10月18日）\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">文章概述：今日AI圈，效率与开源双线突破：DeepSeek更新V4.1并开放联网Search与Fetch接口，价格不涨、成本再降；我国首个全国产十万卡AI超集群亮相。Anthropic模型半小时破解椭圆曲线谜题，与OpenAI联手出资1500万美元回应数学界；Reflection开源501B模型Beam，14人公司Instinct估值冲上100亿美元，高盛称市场或已过度悲观，AI落地检验标准走向多元。\u003C\u002Fspan>\u003C\u002Fp>\u003Ch2>\u003Cstrong>01 DeepSeek更新V4.1-Flash-1017并开放Search\u002FFetch接口：AI从凭记忆答变为查了再答\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">新闻描述：10月17日晚，DeepSeek宣布V4.1-Flash更新至V4.1-Flash-1017版本，网页端、App与API同步切换，API新增Search与Fetch两个接口，联网检索能力正式开放。Search负责找到信息在哪里，返回相关网页链接与摘要；Fetch负责把页面正文拿回来，两者配合即可完成搜索、定位、抓取、组织答案的完整流程，其自研搜索引擎日处理请求达数亿次。官方称多项基准测试成绩提升，并支持更多许愿式编程任务，现有调用自动指向新模型且API定价不变。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">软盟观察：DeepSeek把联网检索拆成Search与Fetch两个开放接口，看似功能更新，实则是把检索变成了基础设施服务——开发者不用再自建爬虫，调API就能让应用联网，这会大幅降低智能体应用的开发门槛。更有分量的是时机：美股AI板块遭遇剧烈抛售、市场疑虑成本失控之际，DeepSeek用一次不涨价的更新宣告能力提升与成本下降可以兼得。效率叙事对抗烧钱叙事，下周一开盘的市场会给出第一反应。\u003C\u002Fspan>\u003C\u002Fp>\u003Ch2>\u003Cstrong>02 我国首个全国产十万卡AI超集群亮相：超算智算原生融合\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">新闻描述：10月18日，据央视新闻报道，在深圳举行的2026全国高性能计算学术大会上，我国首个全国产十万卡AI超集群曙光8000真机亮相，并发布十大重要应用成果。十万张AI加速卡高速互联，其算力可支撑创造数字孪生大脑、模拟百亿光年宇宙演化。其核心突破在于超算与智算原生融合：同一套底座既能跑最高精度科学计算，也能跑大模型训练推理，形成超算造仿真数据、智算学规律海选、超算复核的三步科研闭环。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">软盟观察：十万卡全国产集群的真机亮相，把两个悬了很久的问题一起回答了：国产算力撑得起超大规模，且路线选择很聪明——不做英伟达的复制品，而是把超算的精准与智算的效率焊在同一个底座上。三步科研闭环的设计尤其务实，让两种计算范式互相补短，直接服务真实科研。算力自主的叙事从口号变成真机，国产算力加国产模型的组合拳正在形成正循环。\u003C\u002Fspan>\u003C\u002Fp>\u003Ch2>\u003Cstrong>03 Anthropic大模型半小时破解椭圆曲线密码学谜题\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">新闻描述：10月18日，据科技早8点报道，Anthropic的人工智能模型在半小时内破解了困扰密码学界二十多年的椭圆曲线谜题，确认相关参数的来源并非人为构造的后门，这一结果对全球密码学界具有重大意义。此前，椭圆曲线参数的随机性来源长期存疑，若参数被人预埋后门，依赖该曲线的加密体系将面临系统性风险。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">软盟观察：半小时破解二十年悬案，且结论关乎全球加密体系有没有后门，这是AI for Science迄今最具安全价值的案例之一。它厉害的地方不只是快，而是给出的是可验证的确定性结论：参数是自然的造物，不是谁埋的雷，全球无数系统因此可以放下心来。这与陶哲轩质疑的AI数学信任危机形成对照——真正的破解是可复现、可检验的。AI正在从刷题选手进化为能解决悬案的科研伙伴。\u003C\u002Fspan>\u003C\u002Fp>\u003Ch2>\u003Cstrong>04 OpenAI与Anthropic罕见联手：出资1500万美元设立数学研究资助基金\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">新闻描述：10月18日，据科技早8点报道，面对二十多位菲尔兹奖得主的联合抗议，OpenAI与Anthropic罕见联手，共同出资1500万美元设立数学研究资助基金，为数学家提供算力与资金支持。此前，菲尔兹奖得主陶哲轩公开质疑OpenAI发布的AI数学证明约42%未经形式化处理、可验证性存疑，数学界对AI批量产出证明的做法集体表达不满。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">软盟观察：让OpenAI和Anthropic坐到同一张出资桌上的，不是商业共识，而是数学界的集体愤怒。菲尔兹奖得主们的抗议戳中的是AI公司的软肋：批量生成未经验证的证明，透支的是整个AI科研的公信力。1500万美元与其说是补偿，不如说是买回信任的首付款——真正的修复必须是AI成果以形式化、可验证的方式进入学术体系。竞争对手在学术尊严面前联手，这个信号值得所有AI玩家记取。\u003C\u002Fspan>\u003C\u002Fp>\u003Ch2>\u003Cstrong>05 Reflection开源501B参数模型Beam：Apache 2.0协议\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">新闻描述：10月18日，据AI Impact Hub报道，Reflection于10月16日在Apache 2.0协议下发布Beam的5010亿总参数、230亿激活参数的模型权重，提供BF16、FP8与NVFP4三种格式，并附带模型卡、安全报告及40余家合作伙伴的集成支持。分析认为，Beam以超大参数规模进入开放权重阵营，标志着开源生态再添重量级选手，开源与闭源的能力边界进一步模糊。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">软盟观察：501B总参数以Apache 2.0全量开放，还配齐三种精度格式与安全报告，Beam把开放权重的门槛抬高到了新量级。Meta刚发8160亿开放权重，Reflection跟进501B，巨头与新锐齐刷刷押注开放生态，说明开源模型的军备竞赛正式开打。对自托管企业而言，可选的最强开源模型一周内连跳两级；对闭源厂商而言，免费的强大替代品正在稀释溢价空间。开源不再是备选项，而是主流路线的竞争形态。\u003C\u002Fspan>\u003C\u002Fp>\u003Ch2>\u003Cstrong>06 14名员工、23岁CEO：Instinct融资10亿美元，估值冲上100亿\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">新闻描述：10月18日，据老虎国际资讯报道，AI初创公司Instinct宣布完成10亿美元融资，估值达100亿美元，较一个月前增长约4倍。公司仅14名员工、成立约一年，由23岁的Noah Shinn创立，其年化交易规模正接近10亿美元，产品目前仍处邀请制阶段。Meta的Muse上线以来美加下载量超300万次，SpaceX的Grok Bot全球下载约220万次，投资者押注智能体将成为生成式AI之后的下一轮应用入口。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">软盟观察：14个人、一年时间、100亿美元估值，Instinct把智能体赛道的资本热度具象化到了极致。这个数字游戏背后有真实的锚：Muse与Grok Bot合计超500万次下载，证明帮用户干活的需求真实存在，Instinct年化交易规模近10亿美元更说明交易闭环已跑通。但一个月估值翻4倍的斜率也透支着预期，邀请制阶段的收入能否撑住开放后的成本，是绕不过去的检验。智能体作为下一轮应用入口的共识已立，接下来的分晓在运营成色而非融资声势。\u003C\u002Fspan>\u003C\u002Fp>\u003Ch2>\u003Cstrong>07 腾讯混元开源智能体长期记忆框架Hy Memory 2.0\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">新闻描述：10月18日，据科技早8点报道，腾讯混元开源智能体长期记忆框架Hy Memory 2.0，支持十款工具接入，帮助智能体在长周期任务中保持记忆连贯性。此前，Anthropic通过Claude Managed Agents将会话、执行框架与沙箱解耦，OpenAI开源Codex Harness、DeepSeek开源DeepSeek Harness，产业界正围绕智能体工程化形成初步共识。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">软盟观察：智能体最像人的地方是能记事，最容易失忆的也是记忆。腾讯把长期记忆框架开源，切中的是Agent工程化共识里最关键的一块短板——没有跨会话的记忆，智能体永远停留在一次性工具。混元、Anthropic、OpenAI、DeepSeek各家陆续开放智能体基础设施，说明行业的竞争重心已从模型能力下移到工程底座，而这些底座大多选择开源共建。国内厂商从追模型转向铺地基，这个转变比任何一次榜单登顶都更有长期价值。\u003C\u002Fspan>\u003C\u002Fp>\u003Ch2>\u003Cstrong>08 OpenCode控制台爆出大规模蒸馏攻击：三家厂商密钥或已泄露\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">新闻描述：10月18日，据GenAI Daily报道，OpenCode背后的公司Anomaly Innovations于10月17日邮件警告用户，其正在关闭的旧版控制台系统可能已泄露用户存储的OpenAI、Anthropic和Google密钥，公司称这是一次大规模蒸馏攻击，影响约1.4%的OpenCode Console用户，所有受影响账号均已邮件通知，公司正与三家厂商协同处置。已有用户报告关联AI账号出现异常消费，有用户称损失达400美元。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">软盟观察：一次控制台下线引发的密钥泄露，把AI时代的供应链安全软肋暴露无遗：开发者为便利把各家API密钥集中托管，托管方一旦失守，损失便沿着信任链成串扩散。更值得警惕的是攻击被定性为蒸馏攻击，目标可能不只是消费余额，还有通过调用窃取模型能力。对开发者而言，密钥管理、最小权限与用量告警应成为上生产线的强制项；对行业而言，Agent生态越繁荣，安全责任的边界划分就越急迫。\u003C\u002Fspan>\u003C\u002Fp>\u003Ch2>\u003Cstrong>09 高盛：AI板块遭遇最极端机构抛售，市场可能已经过度悲观\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">新闻描述：10月18日，据华尔街情报圈报道，本周美国AI板块遭遇猛烈抛售：周五纳斯达克指数跌2.14%，费城半导体指数重挫3.8%，CoreWeave股价一周累计下跌约25%，部分债券收益率升至15%以上，市场担忧AI产业的融资模式能否持续。高盛分析师Mark Wilson发布报告称，AI板块已遭遇自ChatGPT问世以来最极端的机构抛售之一，市场可能已经过度悲观，大型科技公司有望成为下一轮AI行情的领导者。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">软盟观察：高盛的判断切中要害：机构的极端抛售往往是风险控制所致，而非基本面崩塌，情绪出清后反弹的弹药确实在积累。但要把话说全——卖压缓解不等于估值疑虑消失，CoreWeave的信用利差与Anthropic被下调的估值预期都还在那里，融资模式的检验没有结束。此时DeepSeek递上成本下降的实证，恰好补上了多头叙事最缺的一环。AI行情的下一程，将由算真账的人定价，而非讲故事的人。\u003C\u002Fspan>\u003C\u002Fp>\u003Ch2>\u003Cstrong>10 AI落地检验标准走向多元：大模型知识密度约100天翻倍\u003C\u002Fstrong>\u003C\u002Fh2>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">新闻描述：10月18日，据中国新闻网报道，全球财富管理论坛2026上海苏河湾大会上，产业界围绕AI检验标准展开讨论。上海人工智能研究院院长宋海涛指出，检验方式正在从榜单自我证明转向市场用脚投票；面壁智能CEO李大海以技术大爆炸描述当前阶段：大模型知识密度约每100天提升一倍，端侧模型一年内从1B跃升至35B可上手机运行，AI开始参与训练AI；君联资本总裁李家庆主张以投资组合覆盖芯片、基础设施、模型与应用，并提醒不要把长跑当短跑。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">软盟观察：苏河湾大会的这场讨论，把AI产业评价体系的时代切换讲透了：榜单跑分正在让位于客户账单，知识密度100天翻倍的速度则提醒所有人，任何静态的能力对比都会迅速过期。技术指数狂奔与商业回报需要耐心，两种判断实为一体两面。对从业者最实用的启示是：别再用一次性的榜单名次做决策，要把模型迭代速度、场景兑现节奏和资金续航能力放进同一张时间表里统筹。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">结语：纵观2026年10月18日的AI动态，效率、信任与耐心成为关键词。DeepSeek用一次不涨价的更新把联网能力开放成基础设施，我国首个全国产十万卡超集群把算力自主立成真机，Reflection以501B开放权重加码开源阵营——效率与开放正在重塑竞争的基本面。信任侧，Anthropic半小时破解椭圆曲线悬案、联手OpenAI出资1500万美元修复与数学界的关系，AI科研成果的可验证性成为新的试金石；而OpenCode密钥泄露则提醒繁荣背后的安全软肋。资本端，14人公司Instinct估值百亿与AI板块遭最极端机构抛售同时上演，狂热与恐慌在同一周内并存。当市场学会用真金白银为效率定价、为信任付费，AI产业才算真正步入深水区。软盟资讯将持续追踪，与您共见每一次潮起。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family: 微软雅黑;\">编辑：软盟资讯编辑部 ｜ 数据来源：全网大媒体与官方渠道 ｜ 共收录 10 条当日重磅资讯\u003C\u002Fspan>\u003C\u002Fp>","今日AI圈，效率与开源双线突破：DeepSeek更新V4.1并开放联网Search与Fetch接口，价格不涨、成本再降；我国首个全国产十万卡AI超集群亮相。Anthropic模型半小时破解椭圆曲线谜题，与OpenAI联手出资1500万美元回应数学界；Reflection开源501B模型Beam，14人公司Instinct估值冲上100亿美元，高盛称市场或已过度悲观，AI落地检验标准走向多元。","2026-10-18T08:29:24.887581+08:00","2026-10-18T08:29:24.887707+08:00","2026-10-18T10:00:07.322403+08:00",{"id":1345,"tenant_id":6,"creator_id":7,"title":1346,"slug":1347,"content":1348,"content_json":12,"content_html":1348,"reading_time":7,"access_level":7,"excerpt":1349,"status":555,"content_type":556,"cover_image":1350,"published_at":1351,"scheduled_at":559,"author_id":543,"channel_id":559,"category_id":1155,"tags":1352,"version":14,"schema":12,"seo_title":12,"seo_description":12,"seo_keywords":1403,"is_pinned":17,"is_featured":17,"is_pick":17,"is_slide":17,"view_count":1404,"like_count":7,"comment_count":7,"author_name":545,"created_at":1351,"updated_at":1405},87771,"【每日AI必读资讯】AI智能体与大模型最新动态精选10条（2026年10月16日）","87771","【每日AI必读资讯】AI智能体与大模型最新动态精选10条（2026年10月16日）\r\n\r\n每日AI资讯（2026年10月16日）\r\n文章概述：今日AI圈，资本与算力信号密集：Meta发布8160亿参数开放权重模型，联手苹果实现Mac本地运行；Anthropic估值预期被下调至1.5万亿美元以下，CoreWeave信用利差创历史新高。国产AI芯片涨价20%至50%，苹果市值首破5万亿美元并接入千问，中国科学家用国产大模型攻克世界级数学难题，黑石豪掷2000亿美元加码数据中心，AI资本进入冷静定价期。\r\n\r\n--------------------------------------------------------------------\r\n\r\n01 Meta发布8160亿参数开放权重模型Muse Spark Open，联手苹果实现Mac本地运行\r\n\r\n新闻描述：10月16日，据每日经济新闻、C114通信网报道，Meta发布开放权重模型Muse Spark Open，总参数量达8160亿，实际激活参数为420亿，支持100万Token上下文窗口，主要面向编程和智能体任务。开发者可通过Hugging Face、微软Foundry Models等平台获取权重并自行部署定制。Meta还与苹果合作，借助MLX框架在两台搭载M5 Ultra芯片的Mac Studio上运行该模型。分析认为，Meta正尝试以开放权重扩大开发者生态，同时以闭源前沿模型保留技术与商业优势。\r\n\r\n软盟观察：8160亿参数的开放权重还能塞进两台Mac Studio，Meta把开放权重的玩法推到了新高度：生态靠开放圈地，利润靠闭源保留，双轨策略玩得炉火纯青。与苹果联手完成本地部署更有深意——当万亿参数级模型能在桌面端跑起来，端侧智能体的天花板被整体抬高，云端的垄断优势随之稀释。开放与闭源的边界正在被重新定义，对开发者而言，能拿到的最强开源模型又上了一个台阶。\r\n\r\n--------------------------------------------------------------------\r\n\r\n02 Anthropic估值预期承压：部分投资者下调至1.5万亿美元以下\r\n\r\n新闻描述：10月16日，据每日经济新闻报道，Anthropic第三季度营收达168亿美元，环比增长约45%，低于第二季度超过140%的增速。部分潜在投资者认为，公司IPO估值预期应从此前部分投行私下讨论的约2万亿美元下调至1.5万亿美元以下。Jefferies分析师表示，华尔街可能预期Anthropic年化收入运行率至少达到800亿美元，并希望年底前超过1050亿美元。分析认为，AI企业估值逻辑正从单纯追求收入高速增长，转向检验增长能否持续转化为利润和现金流。\r\n\r\n软盟观察：营收创新高、增速却环比腰斩，Anthropic的估值预期应声从2万亿美元滑向1.5万亿以下，这组信号组合拳价值千金：市场开始用增速换挡的眼光审视AI公司，光有收入规模不够，还得证明增长曲线没有见顶。华尔街开出的年化800亿乃至1050亿美元的收入门槛，等于把IPO变成了业绩对赌。估值逻辑从讲故事转向算现金流，对整个行业都是一次定价体系的重塑，烧钱换估值的窗口正在收窄。\r\n\r\n--------------------------------------------------------------------\r\n\r\n03 CoreWeave信用利差突破1190基点创历史新高，AI基建融资风险浮出水面\r\n\r\n新闻描述：10月16日，据每日经济新闻报道，算力云服务商CoreWeave的信用违约风险指标创历史新高：美东时间10月15日，其五年期信用违约互换（CDS）利差盘中升至1194.5个基点，部分债券收益率升至15%至16%以上。英伟达CEO黄仁勋同日在瑞典受访时表示，CoreWeave财务实力持续改善、融资成本正在下降，英伟达没有必要为其提供财务兜底。同期，摩根大通与高盛上调AI相关贷款收益率以吸引投资者。分析认为，CoreWeave的信用压力反映出AI基础设施投资正面临融资成本与现金流回报的双重考验。\r\n\r\n软盟观察：CoreWeave的CDS利差飙到1190基点，债券收益率飙上15%，等于信用市场给AI基建的疯狂开支标出了风险价格。算力租赁商拿着巨额长约却背着沉重杠杆，一旦客户需求波动或融资环境收紧，资金链将是第一张倒下的多米诺。黄仁勋拒绝兜底的表态耐人寻味——连最坚定的多头都不愿背书，说明风险的量级已不容回避。AI基建的债务融资正被重新定价，潮水退去时谁在裸泳，信用市场已经开始点名。\r\n\r\n--------------------------------------------------------------------\r\n\r\n04 国产AI芯片涨价20%至50%，算力涨价潮倒逼产业从拼规模转向拼效率\r\n\r\n新闻描述：10月16日，据中国经济网报道，近期人工智能迎来一波算力涨价考验：华为、寒武纪、沐曦、天数智芯等多家AI芯片厂商纷纷上调产品报价，部分型号涨幅达到20%至50%。经济参考报评论指出，本次全球算力涨价潮给人工智能发展带来警示——不能单靠拼规模，更要拼效率，并总结出中国特色的集约高效发展路径：模型研发轻量化（DeepSeek以远低于国际同行的资源投入达到对标效果）、软硬件高效协同（DeepSeek V4在华为昇腾芯片首发，推理成本仅为GPT-4的1\u002F70、硬件成本为英伟达方案的1\u002F3）、应用场景牵引。\r\n\r\n软盟观察：国产芯片集体涨价20%到50%，把算力供需的紧张摆上了明面，也把一个长期命题逼到了台前：拼规模的老路走到头了，拼效率才是活下去的本事。DeepSeek V4在昇腾上跑出GPT-4推理成本1\u002F70的案例，恰恰证明效率路线不仅能省钱包，更能绕开算力封锁建立生态绑定。涨价短期是成本压力，长期却是国产软硬件协同的催化剂。当算力成为稀缺品，谁把每瓦特、每Token的效率榨到极致，谁就掌握了下一轮定价权。\r\n\r\n--------------------------------------------------------------------\r\n\r\n05 苹果收盘市值首破5万亿美元，Apple智能国行接入阿里千问、10月底发布\r\n\r\n新闻描述：10月16日，据IT之家、金十数据报道，苹果收盘市值首次突破5万亿美元；库克确认苹果AI国行版本将于本月推出，iPhone 15 Pro及后续机型国行大模型已完成备案。另据金十数据消息，苹果智能将接入阿里千问大模型，10月底在中国发布测试版本。分析认为，苹果借助本土大模型合规落地国行AI，补齐了中国市场的关键拼图，端侧AI落地进入实操阶段。\r\n\r\n软盟观察：市值站上5万亿美元的同时，苹果AI国行终于落地，两件事凑在同一天绝非巧合——资本定价的正是AI叙事补上中国拼图后的确定性。选择与阿里千问合作，是苹果在中国监管环境下的最优解：本土模型过备案、本土数据留境内，合规成本一次付清。对国产大模型而言，为全球市值第一的公司供货，是含金量最高的背书。苹果的AI故事成色如何，10月底的测试版将给出第一份答卷。\r\n\r\n--------------------------------------------------------------------\r\n\r\n06 中国科学家首次用国产大模型攻克世界级数学难题\r\n\r\n新闻描述：10月16日，据第一财经、AI进化速递报道，中国科学家首次使用国产大模型攻克一项世界级数学难题，标志着AI for Math在真实科研问题上取得可验证进展，也检验了国产模型的推理能力。此前，数学家陶哲轩曾质疑OpenAI集中发布的七百余篇AI数学证明约42%未经形式化处理、可验证性存疑。分析认为，以可验证方式在真实难题上取得突破，恰是对AI科研信任危机的正面回应。\r\n\r\n软盟观察：在世界级数学难题上给出可验证的突破，国产大模型的这份成绩单来得正是时候——陶哲轩质疑的正是AI数学证明可验证性缺失，而中国团队交出的是经得起检验的成果，这一对比本身就是最好的回应。AI for Science的争议核心从来不是模型强不强，而是结果能不能被人类验证与复现。用真问题、可验证的标准做科研，而不是批量发布存疑证明，这条路走通了，AI才能真正赢得科学界的信任。国产模型的推理能力也在世界级难题上完成了成人礼。\r\n\r\n--------------------------------------------------------------------\r\n\r\n07 谷歌量子计算取得突破：魔态培育将错误率降低约40倍\r\n\r\n新闻描述：10月16日，据每日经济新闻报道，谷歌量子AI团队在《科学》杂志发表研究，利用Willow量子处理器验证魔态培育技术，将量子错误率降低约40倍，T态逻辑保真度达到99.99%。魔态培育被视为容错量子计算的重要资源瓶颈，部分研究估计量子计算机可能需要将高达95%的算力用于魔态培育。分析认为，此次突破将加速容错量子计算的实用化进程，对密码学、药物研发等领域具有深远影响。\r\n\r\n软盟观察：错误率降40倍、保真度99.99%，谷歌把容错量子计算最卡脖子的魔态培育瓶颈啃下了一块。量子计算与AI的交汇点正在逼近：一旦容错量子机走向实用，现有加密体系面临重构，而量子算力又可能反过来加速模型训练与分子模拟。AI狂热之下，量子这条慢赛道的技术突破容易被忽视，但它的长期颠覆性未必小于大模型。对安全体系而言，后量子密码的迁移规划已经不该再等了。\r\n\r\n--------------------------------------------------------------------\r\n\r\n08 比尔·盖茨计划投入大量个人资源，推动更严格的AI监管\r\n\r\n新闻描述：10月16日，据金十数据援引美媒报道，比尔·盖茨计划投入大量个人资源，推动更严格的AI监管。此前，盖茨已在接受NBC专访时发出严厉预警，称人工智能强大到足以驱动导致十亿人死亡的事件，呼吁美国国会立法强制监管AI开发，要求执法部门和政界人士参与安全措施讨论，且相关要求必须具有强制性。分析认为，盖茨从舆论呼吁转向投入个人资源实质推动，标志AI监管倡导进入真金白银阶段。\r\n\r\n软盟观察：盖茨把嘴上的警告升级为真金白银的投入，AI监管倡导从舆论战进入资源战。以盖茨的财富、政商人脉与基金会网络，他推动监管的杠杆远非普通评论者可比，这可能会实质性改变美国立法博弈的天平。与此呼应的是全球监管机构接连出手：欧盟立案、各州起诉、金融标准机构发声，强制监管的合围之势正在形成。科技界内部的分化也愈发清晰：有人游说放松管制，有人自掏腰包踩刹车，AI的治理路线之争进入了决胜阶段。\r\n\r\n--------------------------------------------------------------------\r\n\r\n09 中国信通院发布2026人工智能产业十大关键词：模型自进化、智能体工程化等入选\r\n\r\n新闻描述：10月16日，据齐鲁晚报报道，在济南举办的2026人工智能产业大会上，中国信息通信研究院发布2026人工智能产业十大关键词：模型自进化、智能体工程化、智能体终端、具身智能实景实训、芯模协同、AI高价值应用场景、AI驱动的自动化实验室、高质量词元服务、前沿模型安全风险、开放普惠。其中模型自进化被界定为有界自进化阶段，尚未实现递归自进化；智能体终端方面，2026年AI手机出货量有望超1.3亿部；具身智能上半年国内融资约935亿元、同比增长5倍。\r\n\r\n软盟观察：信通院的十大关键词是观察中国AI产业最权威的年度切片，几处措辞值得细品：模型自进化被明确限定在有界阶段、RSI未实现，这与OpenAI两度停训的现实互相印证；智能体工程化、高质量词元服务入选，说明产业焦点已从模型本身转向工程化与供给体系。935亿元的具身智能融资、1.3亿部AI手机出货预期，则勾勒出资本与终端的量化坐标。官方定调既是产业共识的沉淀，也是政策资源的导航图，值得逐词研读。\r\n\r\n--------------------------------------------------------------------\r\n\r\n10 黑石集团全面加码AI：2000亿美元数据中心投资成核心布局\r\n\r\n新闻描述：10月16日，据金十数据报道，黑石集团全面加码人工智能，2000亿美元数据中心投资成为其核心布局。同期，AI数据中心热潮推高金属等大宗商品需求，科技公司正洽谈入股英美资源集团等矿业巨头以锁定上游供应；德国亦计划与英伟达展开大规模AI合作，西门子、奥迪等约12家企业拟参与。分析认为，从PE巨头到矿业再到工业强国，AI基建的投资与配套正沿着产业链全面铺开，资本与实体经济的绑定持续加深。\r\n\r\n软盟观察：黑石2000亿美元砸向数据中心，PE之王用行动确认AI基建是当下最确定的重资产赛道。更值得玩味的是资本的延伸方向：科技公司开始洽谈入股矿业巨头，为的是锁定铜与电力这些算力的上游命脉——AI竞争已经从拼芯片 upstream 到拼矿产。德国拉上西门子、奥迪抱团英伟达，则说明国家级产业力量集体入场。当金融资本、产业资本与主权力量同向加注，AI基建的泡沫与繁荣都将继续放大，周期判断比任何时候都重要。\r\n\r\n--------------------------------------------------------------------\r\n\r\n结语：纵观2026年10月16日的AI动态，定价与效率成为主旋律。Meta以8160亿参数开放权重模型加码生态、联手苹果打通端侧，能力竞赛仍在加码；但资本端已开始冷静重新定价：Anthropic估值预期被下调，CoreWeave信用利差创历史新高，黑石的2000亿美元则代表长线资本对基建的笃定。国内侧，芯片涨价潮把拼效率逼成必答题，DeepSeek V4在昇腾上跑出1\u002F70推理成本的样本给出了解法；中国科学家用国产大模型攻克世界级数学难题、信通院十大关键词发布，产业纵深持续夯实。而盖茨投入个人资源推动监管、全球金融标准机构盯紧智能体，规则的缰绳也在收紧。估值回归理性、效率决定生死、监管步步收紧，AI产业正在完成从狂热到深水区的切换。软盟资讯将持续追踪，与您共见每一次潮起。\r\n\r\n--------------------------------------------------------------------\r\n编辑：软盟资讯编辑部 ｜ 数据来源：全网大媒体与官方渠道 ｜ 共收录 10 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