WalkerGo

Let’s find out
Are your crawfish still alive?
Hermès, are the digital employees still alive?

ChangXin goes head-to-head with Apple; Huawei
has reclaimed pricing power
No wonder—the market is now seller-driven
ChangXin really doesn’t even care for those few orders from Apple and Huawei

Someone in our OPC group built an A-share monitoring system and actually managed to sell it.

Why are U.S. housing prices relatively stable, while Chinese housing prices can surge wildly and then be cut in half? The key is not that Americans are smarter, nor that Chinese people like buying homes more, but that housing plays fundamentally different roles in the two societies.
Most of the time, a house in the United States is still primarily a residential asset. Of course people are happy when prices rise and upset when they fall, but housing has not been forcibly tied to marriage, education, household registration, local government finances, family reputation, and upward mobility.
Housi

Zhong Lao’s recent remarks have been all over the internet, and I don’t think this is just an ordinary trending topic.
The tide has turned.
What has Chinese business been most obsessed with over the past few years?
Competing on low prices.
Competing on subsidies.
Competing on scale.
Competing on speed.
Competing over who can squeeze the supply chain harder.
Competing over who can push employees to their limits.
Put simply, everyone has been dragged into a race to the bottom.
Consumers get cheap goods, businesses have no profits, employees have no dignity, and eventually society as a whole beco

Hangzhou’s increase in permanent residents has surpassed Shenzhen’s for the first time, ranking first nationwide.
Shenzhen is undergoing “structural replacement”—young people are still pouring in, but middle-class families are actively leaving.

Big Mouth could be ousted within 2 months.

The most “enduring” romantic relationship
is one where you go in hard and come out soft!
Going in hard means entering the relationship with wholehearted sincerity, responsibility, and commitment, earnestly pursuing it once you’ve made up your mind.
Once you’ve chosen each other, put away your perfunctory, restless attitude and show enough determination and sincerity. Take the initiative to shoulder the responsibilities that come with love, fear neither the conflicts and adjustments of getting along nor the trivial difficulties of life, and devote yourself wholeheartedly to nurturing this bond.

To be honest, U.S. sanctions have caused very little actual harm to China
The U.S. appears to be taking the initiative, but is actually on the defensive
China appears to be passive, but is actually the side on the offensive
How should this be understood?
The U.S. AI industry is strong in models, design, and R&D
But its infrastructure is heavily dependent on external supply chains
China, meanwhile, has achieved nearly 100% domestic production across its AI industry
And is almost unaffected by external restrictions
Who actually depends on whom?
The situation has changed.

They've come to their senses. A report in The Wall Street Journal says that several Silicon Valley startups planned to follow China’s lead and develop open-source AI foundation models, pursuing a cost-effective approach, only to get thoroughly humiliated. After seeing their pitch decks, no investors were willing to put money in, because they had bet on closed source and could neither abandon it nor afford to.
If no one will invest in open source, does that mean they can only continue down the closed-source path?

Let me tell you about the worst industry this year that you probably don’t know about.
This year’s worst industry is the foot massage industry.
Most of the storefronts doing foot massages by the roadside are basically being transferred/sold.
Do you know why?