FirstFT: the day's biggest stories
高端电动两轮车市场的 “增量空间”，值得商榷。中泰证券测算的 “一线 + 新一线城市年销量增量 660 万台”，建立在 45% 渗透率的理想假设之上，但现实是，北京、上海等特大城市公共交通体系完善，两轮车渗透率天花板仅 40%-50%，且九号已占据高端市场半壁江山，向上的增长空间几近枯竭。而新一线城市因地形、地方政策、公共交通配套的差异，两轮车保有量存在显著方差，并非单纯依靠产品升级就能实现市场渗透，九号的拓店计划在重庆、成都等低渗透率城市已遭遇明显的水土不服。
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Как россиянин переехал в Китай:особенности жизни в стране, местные обычаи и еда, что удивило6 июля 2021
But not everyone agrees that humans have the upper hand when it comes to judgement or taste. Matt Schumer, the co-founder and CEO of OthersideAI, wrote in his viral essay on the future of AI earlier this month that OpenAI’s GPT-5.3 Codex model felt, at least to him, capable of “something that felt, for the first time, like judgment. Like taste”