近期关于权志龙的讨论持续升温。我们从海量信息中筛选出最具价值的几个要点，供您参考。
首先，手机市场最先遭殃，小米、OPPO出货预测下调超过20%，vivo下调近15%。TrendForce直接把2026年全球智能手机生产总数预测，砍到了同比下降10%。魅族宣布取消魅族22Air的上市计划，因为成本扛不住了。Nothing的CEO裴宇在社交媒体上感叹：小公司不得不寻找其他出路。
，更多细节参见易歪歪
其次，从投资者的角度来看，SaaS曾经是一个非常稳定的类别，现在由于风险变高，人们会选择退后一步保持观望。正如我经常说的，投资者并不一定是在试图通过现金流折现模型来计算一家公司历史上所有的利润，他们其实是在揣摩其他投资者会怎么做，或者说，他们押注的是别人眼中的未来走向。
来自行业协会的最新调查表明，超过六成的从业者对未来发展持乐观态度，行业信心指数持续走高。
第三，内置垂类 Skills：预置超过 80 个面向政务处理、投资研报、智慧办公等场景的专业 skill。
此外，但实现西电东送需攻克特高压技术难题。
最后，So with an audience that’s growing, but not growing leaps and bounds with more kind of substitution or new categories with inflation — which is going significantly faster than what your market is growing or what your pricing power can support — I think you have to think about things differently, I think you have to think about like, “Hey, when you make a game, are you always going to go to San Francisco or Austin, Texas to recruit that team, or are you going to go to these fantastic areas of talent in Southeast Asia, or China, or Eastern Europe and pair them with the team who really understands the market in question?” I think a lot of gamers don’t like AI in games today, but I think eventually, someone’s going to figure out how to use AI in a way that’s high quality and is fun and makes games better. So I also think you have to think through that.
另外值得一提的是，相较之下，API形式的token销售业务前景稍好，尽管优势有限。因为这纯粹取决于模型质量，而腾讯与Meta的经验表明，模型研发成效不仅取决于资金与资源投入。
总的来看，权志龙正在经历一个关键的转型期。在这个过程中，保持对行业动态的敏感度和前瞻性思维尤为重要。我们将持续关注并带来更多深度分析。