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EP467｜姆巴佩开始拿股权，九毛九真的跌到九毛九——增长不再自动等于回报
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EP466｜2695万元失联，6.9元重启：最危险的不是不懂，是懂了一半
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EP465｜智谱融了50亿美元，却不急着把机器拿去赚钱
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EP464｜宁德时代份额升至45.37%，平台“全网最低价”被点名：企业开始把定义权拿回来
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EP463｜LNG现货多花43亿美元，美欧日罕见同步收紧：安全开始收费
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EP462｜AI开始出现一个怪现象：能力嫌太快，钱却嫌太少
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EP461｜OpenAI开始“关门”，英伟达被查：2026的生意，都在争谁能进场
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EP460｜车企加速“去宁化”，DeepSeek开始峰谷价：谁还有第二个选择，谁就有议价权
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EP459｜腾讯500亿锁内存，苹果被曝签“无上限”长协：企业开始给“确定性”付钱
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EP458｜尼得科844起违规，OpenAI谈“异星心智”：未来最贵的是“可验证的可信度”
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EP457｜64.58元复秤只剩17.29元：数字越精确，越要问它怎么来的
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EP456｜星宇解约107名应届生，却还在招小时工：它真正缺的是什么人？
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EP455｜Token上天猫，飞机空座也开始收费：2026，生意越拆越细
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EP454｜华为存货猛增824亿，英伟达投35亿美元：企业开始为“控制”付钱
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EP453｜钱变贵，路也变险，国产GPU却开始赚钱
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EP452｜当风险沿着整条链传导，冗余为什么重新变贵？
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EP451｜刘翔跑完110米栏只要12秒多，有些账为什么算了十年？
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EP450｜机器能买，厂房能盖，但那张网搬不走
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EP449｜扶老人却付了1.9万元：“善意的风险溢价”从哪里来？
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EP448｜希音估值缩水七成，东方甄选少发4亿薪酬：2026开始拼系统
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EP447｜市场还相信未来，只是不再免费相信
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EP446｜泡泡玛特还在增长，却说今年完不成目标：LABUBU之后看什么？
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EP445｜SK海力士“删”股票，保时捷“删”车型：2026为什么开始流行做减法？
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EP444｜谷歌1000万美元竞拍破产航司数据，格力开始自己办学校
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EP443｜DeepSeek开始涨价，OpenAI把Luna降价八成；横店388元让游客当主角
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EP442｜《牛来》和诺兰都把人拉回影院，“真实”正在重新变贵
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EP441｜长鑫登顶，科技巨头把1.09万亿美元写进租约
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EP440｜Manus重新独立，林俊旸重新创业，他们都想拿回方向盘
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EP439｜星巴克降本三四成，为什么一张椅子反而更重要？｜AI开始给算力融资
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EP438｜苹果找第四家内存供应商，长鑫却不急着降价
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EP437｜苹果官网一页说明消失了，睫毛胶却“越辣越牢”
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EP436｜账上堆满现金，招牌还借着别人的名字
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EP435｜AI翻完1800页，虚拟演员一条视频报价25万
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EP434｜500亿押注机器人，五个字否定一个唐朝
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EP433｜550亿美元买下EA，休达危机被谁变成了武器？
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EP432｜买下百年品牌，却买不到未来
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EP431｜银行股涨到新高，豪宅降了6000万，飞书被拆成两路
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EP430｜王虹获菲尔兹奖，《王的猜想》被炒到65元
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EP429｜比亚迪在日本变小，寿司郎在中国变大
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EP428｜荷兰弟买走一条短裤，森马接下来卖什么？
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EP427｜8块66，长鑫等来上市；20亿元，机器人等来清算
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EP426｜王虹、邓煜同获菲尔兹奖，知识没有单一产地
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EP425｜耐克宁可少卖，苹果准备出租iPhone
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EP424｜ZARA裤腿要自己剪，加拿大家具进美国多交50%
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EP423｜世界杯散场了，连草皮都卖完了
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EP422｜酒吧没坐满，啤酒没少卖
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EP421｜英格兰守丢比赛，豪车降丢身价
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EP420｜一朵花、8块66和无屏音箱：争的都是控制权
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EP419｜50元买不到花，2块2也未必便宜
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EP418｜八万七买到505公里，大众却要砍掉一半车型
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EP417｜故事讲完了，现在开始看成绩
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EP416｜AI不只烧钱，也开始抢电了
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EP415｜别糊弄我：普通人开始重看基本盘
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EP414｜AI进手机，肉企做猫粮：谁还能上桌？
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EP413｜红牌可以缓，算力不能等
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EP412｜AI撞上地面：电网、工位和供应链都在重排
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EP411｜美国不想续约，英伟达不想只卖卡
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EP410｜小包裹上税，大系统出海：全球生意开始换轨
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EP409｜AI开始烧预算，人开始算回报
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EP408｜苹果抢内存，联想锁长协：现在不是谁便宜，是谁有货
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EP407｜空调被抢、路虎打折、AI跑上闲鱼
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EP406｜油轮动了，机器上工了：世界开始给故事上秤
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EP405｜免费试用期结束了
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EP404｜格林斯潘走了：市场最怕的不是没人救，是没人听
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EP403｜能力到了，责任也该到场了
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EP402｜年轻人去住民宿，老品牌忙着换主人
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EP401｜手机要涨价，阿宝会办事，泡泡堂还在吗？
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EP400｜从货柜到Token，全球生意都在找通道
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EP399｜流量到了，酒店怎么接？
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EP398｜霍尔木兹放行，世界开始重算通行成本
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EP397｜世界杯开球，资本和规则都上场了
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EP396｜闹钟响了，世界杯生意也开场了
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EP395｜AI都这么会干活了，为什么人更累、电脑更贵？
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EP394｜世界杯开球前：广告退后，系统上场
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EP393｜库克的最后一舞？AI时代，谁还站在用户面前
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EP392｜资格通胀之后，所有人都要重新证明自己
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EP391｜机器人装上大脑，SpaceX走向上市，鸡排重回牌桌
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EP390｜微信小游戏不小了：AI还在路上，生意已经进场
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EP389｜哈根达斯交棒、AI账单浮出、成龙“请客”：中国增长故事要交作业了
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EP388｜黄仁勋讲AI工厂，企业开始查Token账单
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EP387｜一封侨批越南洋：潮汕人出海之前，先学会了告别
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EP386｜关税筑墙，产业找门：中国能力正在换一种方式进入世界
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EP385｜小红书坐上世界杯转播席：社区平台开始争夺“超级现场”
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EP384｜光刻机之外：华为韬（τ）定律改写的是等待
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EP383｜不只1.4纳米：芯片战争换了计量单位
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EP382｜量子计算上桌：下一代算力，国家开始入股
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EP381｜英伟达交卷之后：AI不缺信仰了，缺的是交付
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EP380｜确定性不是谈出来的，是交付出来的
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EP379｜沉默也是一种信披：巨力索具之后，市场开始追问谁在讲故事
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EP378｜确定性涨价了：世界杯、AI和中美谈判，都在重新算账
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EP377｜定价权换手：从世界杯到关税，谁还说了算？
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EP376｜再见鲍威尔：便宜时代的账单到了
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EP375｜企业家坐上谈判桌：中美关系进入成本管理阶段
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EP374｜算力有了期货，AI有了账本
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EP373｜特朗普再到北京：这次谈的不是输赢，是成本
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EP372｜价格上桌，责任到账
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EP371｜车企集体辟谣、英特尔暴涨、鲍威尔交棒：本周都在补信任账
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EP370｜浏阳烟花爆炸之后：每一场绚烂，都不能靠运气
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EP369｜英国开始禁烟，AI继续算账：边界正在被重画
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EP368｜Channel V停播：我们不再等一个频道告诉我们流行什么
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