私生最喜欢的一集来了？ 最近，时代峰峻官方粉丝俱乐部平台T-FAMILY新增会员互动“泡泡”功能，作为官方高会的附加权益。目前，登录计划和TF家族四代练习生全体成员已上线，其他家族及成员陆续开放中。 但争议几乎同步出现，甚至已有时代少年团粉丝公开表态拒绝泡泡功能，担心所谓“私密互动”会进一步放大私生风险。 那么，当全球粉丝APP都在试图强化偶像与粉丝之间的亲密感，平台究竟在售卖什么？ 制造亲密幻觉的泡泡 当下，粉丝似乎不再满足于看见偶像，而开始期待被偶像看见。在此背景下，时代峰峻近期上线的“泡泡”功能，显得格外具有代表性。 该功能允许粉丝向特定艺人发送消息，但同时有所限制：每次最多只能发送3条消息，必须等待艺人回复或发布新内容，才能继续发送。 这套规则一方面可以解释为保护艺人，防止粉丝无限刷屏、降低消息洪峰对系统和艺人的压力；另一方面，也说明泡泡并不是想当然的一对一粉丝偶像私联工具。所谓“私聊”的卖点，更多的应该可以理解为等待机制本身。 从信息展示机制看，参考韩国原版Bubble的公开机制和用户长期使用经验，艺人端通常并不是像普通微信私聊那样点对点交流。更常见的模式是粉丝消息以聚合形式呈现在艺人端，艺人可以浏览大量粉丝反馈，并基于这些反馈继续发送内容；而粉丝端看到的艺人消息，则以单独聊天窗口呈现，形成“只发给我”的视觉效果。 功能上，韩国原版Bubble已经延伸出直播、翻译等更完整的互动场景，而从现阶段T-FAMILY已上线的“泡泡”来看，目前已搭建起成员消息推送、语音内容与粉丝反馈的基础互动框架，相关功能仍有待后续开放和完善。 无论功能差异有何不同，这类产品的核心逻辑是相似的，就是让粉丝艺人双方处在同一个系统中，却并不共享同一种关系想象。 韩国女性学会协会将“泡泡”功能解读为“亲密幻觉（illusion of intimacy）”，强调粉丝在明知是虚假的情况下，依然能享受其中的复杂心理过程。用户在Bubble中消费的是一种精心构建的“私密感”，虽然偶像会分享细节以营造亲密感，但这本质上是为付费用户群体生产的“私有化”内容，而非真正的隐私。 然而，当平台把“亲密”变成产品，就必须承担亲密关系被滥用、被技术漏洞放大的后果。尤其是在T-FAMILY的语境里，“泡泡”所连接的不只是成熟艺人与粉丝，也包括未成年练习生、养成系粉丝与高情绪浓度的饭圈互动。即便平台设置了敏感词屏...

生成式AI爆发三年半后，市场进入新的分歧点：乐观仍在加速，怀疑也在累积。判断“泡沫”是否到来，并不足以解释当下的复杂性。“AI泡沫与分歧”系列将从市场、技术、产业和公司的不同视角，寻找关键变量。本文为此系列第一篇。 6月9日，韩国KOSPI指数大幅反弹，盘中涨幅一度接近5%；KOSPI 200期货涨幅触及5%，触发买入sidecar，程序交易暂停5分钟。前一交易日（6月8日），KOSPI曾一度跌超8%，跌破8000点。 过去两年，韩国几乎是全球AI交易最敏感的放大器：英伟达涨，HBM涨；AI服务器扩产，SK海力士涨；存储涨价，三星和美光的估值逻辑被重新书写。它既承接了全球AI基础设施扩张的想象，也承接了市场对这场扩张是否过热的怀疑。 所以，韩国股市在上涨和下跌之间反复触发交易冷却机制，反映的是全球资本市场对AI的分歧也在加大。 图：韩国股市的融资余额已经升至历史高位 一方面，AI仍然是最确定的投资主线。从芯片、存储、云计算到大模型公司，几乎所有核心资产都被重新纳入“AI基础设施”的估值框架。 只要算力需求继续增长，今天的资本开支、供应链涨价和高估值，都可以被解释成未来增长的前置投入。 另一边，怀疑也在累积。 AI正在变得越来越昂贵。巨头的资本开支继续上修，大模型公司的估值继续抬高，AI新贵排队走向IPO。 生成式AI爆发三年半，关于泡沫的严肃讨论已经进行了三轮。每一轮都有明确的触发事件、清晰的逻辑链条和看似致命的质疑，每一次市场又都从裂缝中找到了新的希望，继续加注。 这一次，从市场的反应来看，我们已经站在第四轮分歧的中心。 多位投资人表示，“现在还远远未到谈论泡沫之时，虽然已经开始吃掉巨头的现金流，但是巨头投入还是很坚决，在加速，什么时候你看到巨头投入放缓的时候，才应该提高警惕。” 海通国际执行委员会委员、研究部主管及首席经济学家张忆东表示：“这一次AI的浪潮比1993年-2000年那一轮互联网的浪潮，有过之而无不及。在AI的时代洪流下，没有高低切，只有扩散。” 这就是当下AI市场最核心的矛盾：所有人都知道价格越来越贵，所有人都相信增长速度会抹平估值的泡沫，没有人敢先下车。 01 两年半，三次“泡沫论”与一个危险的共识 AI泡沫论持续了两年，每一次“泡沫论”都对应着AI产业的一次范式跃迁，以及围绕这次跃迁的资本狂欢与信仰动摇。 第一次是2024年6月。红杉资本（Se...

ETF开盘涨跌不一，国企改革ETF（159528）领涨8.47%，在线消费ETF（159728）涨1.87%，石油ETF（159189）涨1.63%，科创新材料ETF（589180）领跌5.35%，黄金股ETF（159562）跌3.59%，黄金股ETF（517520）跌3.38%。

Platner, whose campaign was hit by series of negative headlines, to face Susan Collins in key midterm contest Graham Platner , a Marine veteran, oyster farmer and progressive activist, has scaled a mountain of personal controversies to win the Democratic nomination for the US Senate in Maine. Victory on Tuesday caps a remarkable rise for a candidate who has never held elected office and whose campaign was shadowed by negative headlines that might have ended a more conventional political career. Continue reading...

元件板块低开，宝鼎科技逼近跌停。中富电路、则成科技、晶赛科技、顺络电子、沪电股份跌幅居前。

打开任意社交媒体，搜索“手游设备”，你会发现一个有趣的现象：越来越多的年轻人正在抱怨手机——屏幕太小、玩两把就发烫、开放世界游戏跑不满帧、吃鸡打到决赛圈手指抽筋……而评论区里， 被提及最多的解决方案不是怎么换一台性能更好的手机，而更多的是建议——换一台专业游戏平板。 游戏玩家们，正在经历一场“换屏幕”的集体迁徙。这不是凭空发生，是伴随着手游市场升级换代的必然结果。过去几年，移动游戏不只是新作频出，类似《王者荣耀》《三角洲行动》《原神》《鸣潮》这些占据收入榜头部的大作，每一款都在画质、地图、操作维度上不断逼近PC和主机水准。随着游戏越做越重，玩家的口味也是被一路喂得越来越叼，对沉浸感、操作精度、帧率稳定的要求，早已不是一块6.7英寸的小屏能装下的。 需求一旦被撑大，就会反向寻找新的容器：用平板打游戏的人，肉眼可见地变多了。“游戏平板”是这几年新涌现的概念。过去我们对平板的功能定位还停留在追剧神器、网课学习工具、便携电子笔记本，但现在， 越来越多年轻人开始把平板当成自己的随身游戏机——比手机屏幕大、比掌机便携、比PC自由，还能塞进通勤包，随时随地“大小玩”。 另一边，平板硬件优化也在经历一轮爆发。这两年，主流厂商集体把“游戏向”作为新卖点：高刷屏、独立散热模组、专用手柄、云游戏适配、端侧AI……红魔游戏平板5 Pro、REDMI K Pad 2、iQOO Pad 6 Pro、联想拯救者Y700 五代、一加Pad3 Pro等新品密集入场。 当供给和需求在同一个时间点撞上，“游戏平板”这个细分品类，就这么被推到了台前——京东数据显示，2026年以来，游戏平板成交量同比增长超150%。 那么问题来了——这场“从手机到平板”的屏幕迁徙，到底走到了哪一步？是谁在用平板打游戏？他们玩什么、看重什么、又愿意为哪些功能多花钱？为了搞清楚这届玩家的真实生态， 36氪X后浪研究所X京东消费及产业发展研究院联合发起了一份“游戏设备调研”，共回收1000份有效问卷， 其中男女比例约7:3。结合宏观数据和调研结果，我们总结了几条游戏平板爆发的关键动因。 纵观中国游戏市场大盘，手游是绝对的主角。根据中国音数协游戏工委《2026年4月中国游戏产业月度报告》，2026年4月中国游戏市场实际销售收入达到 303.69亿元，同比增长11.04% ；其中移动游戏市场实际销售收入 224.30亿元 ，环比增长...

One fund hands you the biggest names in the artificial intelligence build-out for next to nothing in fees. But that convenience comes with a catch.

Key PointsA sharp early-June sell-off in chip stocks reminded investors how quickly a crowded trade can turn.

Investors seeking stability often look toward the insurance sector for long-term growth. Choosing between Lincoln National (NYSE:LNC) and MetLife (NYSE:MET) requires weighing focused domestic operations against a massive global footprint. Lincoln National focuses heavily on retirement services and life insurance within the United States. MetLife operates on a much larger scale, providing institutional employee benefits and asset management across dozens of markets. Both companies are currently navigating a shifting interest rate environment that significantly impacts their investment-driven business models and profitability. Lincoln National provides financial protection through products like annuities, life insurance, and retirement plan services within the insurance stocks category. It serves approximately 17 million customers primarily in the United States, targeting individuals and employers seeking long-term security. The company recently emphasized its group protection and retirement plan segments to capitalize on domestic demographic shifts and the growing need for workplace benefits. Continue reading

【有線新聞】零售高峰會在會展舉行，零售管理協會主席謝邱安儀指，業界最差的時間已過去，但仍需探索轉型的新路向。財政司司長陳茂波指，將支持業界善用人工智能提升營運效率。 零售管理協會在會展舉辦香港零售高峰會，今年以「零售突圍：聚力創新」為主題，探討透過IP營銷、AI數碼融合等，為業界尋找發展機遇。主席謝邱安儀致辭時指，市場競爭日趨激烈，業界須提升消費體驗，開拓全新的增長點。謝邱安儀：「業界最差的時間已過去，現在逐步在谷底，慢慢回升到平穩階段。但我經常跟傳媒說，我們並未復蘇，只不過我們需要時間慢慢回升，變回較好的情況，所以業界更要急起直追，全力探索轉型突圍的新路向。」 財政司司長陳茂波擔任主禮嘉賓，指應以「增能」角度看待人工智能，政府將支持業界，善用人工智能技術，提升營運效率和服務質素。陳茂波：「如果我們能夠善用，能讓員工學懂使用和使用得好，讓同事們專注於具人性化、更高價值的服務，反而能讓企業生意創造增量。AI+與產業發展委員會即將展開會議，零售業的數碼轉型將會是我們重點議題之一。」 陳茂波又稱，今年內會推出三億元優化版「數碼轉型支援先導計劃」，協助中小企採用成熟的人工智能及數字方案，加快升級轉型步伐。

Apotex Health Corp. and some of its backers raised C$1.3 billion ($932 million) in a Toronto initial public offering, the country’s largest since 2021. The Canadian generic drug manufacturer priced its IPO at C$24 per share, the high end of the C$20 to C$24 range, according to a statement Tuesday confirming an earlier Bloomberg News report . Apotex sold 35.4 million shares and the selling holders divested about 18.8 million shares, after increasing the number of shares in the offering on Monday. The IPO is Canada’s largest since 2021, data compiled by Bloomberg show. Listings in the country have slowed significantly since a peak of 77 that year, and delistings and take-privates have outpaced new offerings, causing the number of public companies to shrink for the fourth consecutive year in 2025. Apotex was founded in 1974 by Barry Sherman, who built the company into one of the world’s largest manufacturers of generic drugs. Sherman and his wife, Honey Sherman, were found dead in their Toronto home in December 2017 in what police described as a double homicide. The case remains unsolved. The company was sold in 2023 to New York-based SK Capital Partners , a life-sciences focused investment firm, in a transaction that valued Apotex at C$3 billion to C$4 billion, people with knowledge of the deal previously told Bloomberg Businessweek. Royal Bank of Canada, Toronto-Dominion Bank, Bank of Nova Scotia, Bank of Montreal and Jefferies Financial Group Inc. were among the banks that worked on the offering. The shares are expected to trade on the Toronto Stock Exchange under the symbol APTX.

Earnings Call Insights: Designer Brands Inc. (DBI) Q1 fiscal 2026 Management View “We are pleased with our start to fiscal 2026 with first quarter net sales growth in line with our plans and earnings per share exceeding our expectations, driven by strong margin expansion,” said (CEO & Director Douglas Howe), adding that “we continue to build on the momentum we generated in the back half of fiscal 2025.” “For the first quarter, net sales increased 1% year-over-year and consolidated comparable sales decreased by 1%,” (CEO Howe) said, pointing to segment divergence: “Performance was led by our Brand Portfolio segment that delivered strong growth of 19% versus the prior year and Retail segment sales were stable, approximately flat to last year.” “We drove meaningful gross profit expansion with gross margin increasing 240 basis points versus last year and gross profit increasing by $21 million,” (CEO Howe) said, attributing margin progress to “structural changes we’ve made across inventory management, pricing, disciplined sourcing and channel profitability.” “Notably, we generated adjusted operating income of $19 million and adjusted EPS of $0.07,” (CEO Howe) said. “First quarter consolidated net sales of $696 million were up 1.4% versus last year, with comparable store sales down 1.1%,” said (CFO, Executive VP & Principal Financial Officer Sheamus Toal). “Contemplated within the results are immaterial corrections to prior year periods related to inadvertent errors due to a misapplication of duty rates applied to our Topo-branded products imported into the United States,” said (Senior Vice President of Strategy and FP&A Matthew Crummy). Outlook “While we continue to expect sales for the fiscal year in line with our original guidance, given the strong results in Q1, we now expect full year earnings per share to trend towards the high end of our annual guidance range,” said (CFO Toal). “We anticipate total sales to be flat to slightly up for the quarter,” (CFO Toal) said o...

Source: Bloomberg, 0:00

央行公告，6月10日开展了1590亿元7天期逆回购操作，操作利率为1.40%。7天期逆回购操作利率与上期保持不变。同花顺iFinD数据显示，今日有0亿元7天期逆回购到期。

港股开盘，恒生指数低开0.5%，恒生科技指数低开0.38%。蔚来-SW低开近4%，联想集团低开2.52%，药明生物低开4.88%。

In South Carolina, both Republican candidates for governor are MAGA devotees, but Trump only endorsed Lt. Gov. Pamela Evette, not Attorney General Alan Wilson. The two are headed to a GOP runoff. (Image credit: Win McNamee)

这年头，确实是谁都可以当网红了。 我说的不是那些靠可爱和魔性出圈的猫猫狗狗，毕竟它们至少还是生命体； 我说的也不是最近火起来的那些，由AI大模型跑出来的俊男美女，毕竟他们看着还有人感。 我要说的，是一群真正意义上的“非生命网红”。 他们虽然初具人形，但却以金属为骨，以算力为心，用人形机器人这个统称，活跃在全球各国的头条与热搜当中。 他们虽大多“出生”在中国，却选择在欧美或日韩“出道”： 或是刚来到这个世界就选择遁入空门，做一个机器和尚； 或是刚抵达异国就开始搞事情，当一个街头混子。 虽然离真正的具身智能还很遥远，但： 国产机器人，已经开始和人类抢网红这碗饭了。 01 中国机器人，批量出海当「网红」 人形机器人，有什么资本去当网红？ 让我们先从离着比较近的说起。 在日韩，国产的人形机器人可以说是： 一出海，便出家。 一台宇树的G1机器人，在国内的职业无外乎就是“婚庆演个戏，店庆捧个场”，以走穴和剪彩为业。 可一踏上日本和韩国的土地，G1就不再想这些“世俗的东西”，转而以硅基造物的躯体，皈依了碳基生命的无量佛门。 前些日子，在韩国首尔钟路区的曹溪寺，一台G1机器人就剃度受戒，成了该国的首位机器人僧侣。 受戒当日，这位机械沙弥，头戴形似光头的头盔，身穿灰黑僧袍，脖子上戴一串念珠。 它双手合十，在法师的引介下，正式成为了一名佛教徒，法号“迦悲”（가비）。 根据庙里的说法，在皈依后，迦悲虽为机械之躯体，但也需遵守属于它们这个族群的“五戒”，即： 尊重生命，服从人类，不损物，不说谎，还有不能过度充电。 为了保证最后这一戒的可行性，韩媒《京乡新闻》的记者还专门搞来了宇树的电池手册，在研读后发现这款机器人用的是先进的BMS(电池管理系统），电池过充可以自动切断，完美遵守戒律。 据报道，包括小僧“迦悲”在内，这次来到韩国与佛结缘的G1机器人一共有4台。 除了受戒，它们还参加了本年度的佛诞灯会，并成为了当地信众中的焦点。 无独有偶， 日本的“仿生佛” （Buddharoid）虽同样用的是宇树G1的躯壳，但其境界明显更高： 因为搭载了用ChatGpt配合大量佛经所炼化出的大语言模型。 这位生活在京都青莲寺的机械僧，不仅可以做出缓慢但标准的佛礼，还能现场一对一开导信众，让他们放下我执，获得内心的平静。 在东亚，G1机器人给人的感觉大多都很平和， 而到了欧美，这些身高1米3的类人物就开始变得...

格隆汇6月10日｜据农业农村部最新小麦机收进度，截至6月9日17时，全国已收获夏粮小麦2.33亿亩，收获进度68.54%。安徽麦收圆满完成，河南基本结束，江苏进度过八成，山东过四成半，陕西过三成，河北近两成，山西过一成半。

Nasa astronaut Jessica Meir, part of the SpaceX Crew-12 mission, released a timelapse showing the southern lights as seen from the SpaceX Dragon spacecraft. They appear near the poles because Earth's magnetic field channels charged particles from the sun toward those regions, where they collide with the atmosphere and create shimmering curtains of colour. 'As opposed to the previous aurora I’ve seen, this one danced and snaked its way directly below us, putting on quite a show. I am in awe of this ethereal and emotionally evocative phenomenon,' Meir wrote on social media Continue reading...

百度集團－ＳＷ(09888)出現大手賣出11.03萬股，成交價$118.1，涉資1.303千萬 AASTOCKS.com

Sequoia Partner Shaun Maguire: SpaceX's New Millionaires Will Fund Pro-America Projects SpaceX's planned IPO next Friday will be a major wealth-creation event for current and former employees, including engineers, technicians, mariners, welders, and other salaried workers who have accumulated equity over the years. Elite liberals who earned unproductive, 'woke' degrees and are drowning in $100,000 or more in student debt, working two jobs, won't be able to stomach that the basic SpaceX welder working on Starship will become an overnight millionaire next Friday. There will be thousands of new millionaires next Friday after the world's largest IPO hits the Nasdaq. Some reports indicate that 4,000 new millionaires will be minted. Read: Deep Dive Inside The Mechanics Of The SpaceX Offering: How To Trade The World's Biggest IPO Of course, employees generally face lock-up periods before selling pre-IPO shares. The Wall Street Journal spoke with several former employees expected to become overnight millionaires: Maryellyn Musselman, a former SpaceX engineering officer on rocket-recovery vessels, put 10% of her paycheck into company equity and may use the proceeds to start a repair business in Virginia. Juan Hernandez, a former SpaceX welder who started as a contractor at $28 an hour, used earlier share sales to buy Texas properties and build a real estate business with his wife. His remaining stake is worth about $880,000 at the IPO price. As for what some of these newly minted millionaires will do with their wealth, Shaun Maguire of Sequoia Capital told Molly O'Shea of the Sourcery podcast: "There's this meme that wives of tech billionaires go on to do NGOs and fund bad causes—SpaceX will be the literal opposite." "These people are going to do the most amazing things with their money." "Most people that joined SpaceX over 15 years ago—they did it for the mission. Because they love space, and want to build rockets. They want to work with their hands and want to keep Americ...

格隆汇6月10日｜兆易创新今日推出全新GD32E512和GD32E252系列光模块专用MCU，精准覆盖从传统低速到新一代高速光模块的多元应用场景。这两款新品的发布，将进一步拓宽兆易创新在光通信领域的产品矩阵，并将为AI算力中心及下一代网络基础设施的高速光互联产业升级提供强有力的底层硬件支撑。

Thailand’s former prime minister Thaksin Shinawatra is officially a free man, less than a week after receiving a royal pardon, according to the Department of Corrections. Thaksin, 76, served eight months of a one-year sentence for corruption and abuse of power before being released on parole last month due to his age and health. The Department of Corrections said the former premier was required to wear an electronic monitoring device as a condition of his release. The telecoms billionaire was...

格隆汇6月10日｜人民币兑美元中间价报6.8130，上调17点；上一交易日中间价6.8147，上一交易日官方收盘价6.7702，上日夜盘报收6.7734。

格隆汇6月10日｜谷歌云：德里、钦奈、孟买及周边地区的网络流量正经历间歇性高延迟。德里一家第三方数据中心发生火灾，导致网络设备紧急断电，网络容量下降。为应对德里受影响设施本地服务能力下降，已将大量流量重新路由至其他节点。