海盗鸭
1.1k Posts
海盗鸭
37 Following
121 Followers
254 Liked
Posts
All
Quotes
See translation
沈腾新片《欢迎来龙餐馆》点映,淘票票开分9.8,近三年点映最高。同一天,"沈腾演技"冲上热搜。
有意思的是,夸的和骂的根本不在吵同一件事。
夸的说:他主动删光了标志性的喜剧包袱,演厨师徐福,克制内敛,值一座影帝。
骂的说:宣传给我看的是美食喜剧,坐下才发现是反战片,我买的不是这张票。
这两拨人都没说错。
沈腾主演电影累计票房超400亿,两次提名金鸡最佳男主,零次获奖。"演什么都是郝建"这标签跟了他很多年——可当他真不演郝建了,又有人嫌他不好笑。
喜剧演员想被当成"演员",好像总得先辜负一批观众。
你会因为"它不是喜剧"给一部好电影打低分吗?
有意思的是,夸的和骂的根本不在吵同一件事。
夸的说:他主动删光了标志性的喜剧包袱,演厨师徐福,克制内敛,值一座影帝。
骂的说:宣传给我看的是美食喜剧,坐下才发现是反战片,我买的不是这张票。
这两拨人都没说错。
沈腾主演电影累计票房超400亿,两次提名金鸡最佳男主,零次获奖。"演什么都是郝建"这标签跟了他很多年——可当他真不演郝建了,又有人嫌他不好笑。
喜剧演员想被当成"演员",好像总得先辜负一批观众。
你会因为"它不是喜剧"给一部好电影打低分吗?
See translation
36岁男演员史元庭,现在在景区当NPC,人气还挺高。
热搜底下高赞评论几乎一个味儿:"混成这样""可惜了""过气了"。
凭什么?
演员这行的残酷在于,它把"没戏拍"直接等同于"你不行"。可影视寒冬、题材更迭、资本转向,哪一条是一个36岁的普通演员能控制的?
穿上戏服,一场接一场直面几百上千个游客的即时反应,单论表演本身,未必比在剧组等三个月只为一句台词更没含金量。而且这点人气是观众用脚投票投出来的。
我们对"体面"的定义太窄了:非得在聚光灯下才叫成功,站在景区门口就叫落魄。
如果是你,35岁之后被迫转行,敢从零开始吗?
热搜底下高赞评论几乎一个味儿:"混成这样""可惜了""过气了"。
凭什么?
演员这行的残酷在于,它把"没戏拍"直接等同于"你不行"。可影视寒冬、题材更迭、资本转向,哪一条是一个36岁的普通演员能控制的?
穿上戏服,一场接一场直面几百上千个游客的即时反应,单论表演本身,未必比在剧组等三个月只为一句台词更没含金量。而且这点人气是观众用脚投票投出来的。
我们对"体面"的定义太窄了:非得在聚光灯下才叫成功,站在景区门口就叫落魄。
如果是你,35岁之后被迫转行,敢从零开始吗?
See translation
Robinhood 这季度加密交易额 400 亿美元,收入 1 亿,同比掉 38%,去年同期是 1.6 亿。量还在,费率塌了。同一季度事件合约成交 136 亿张,收入 1.56 亿,直接反超。
See translation
很多人判断台风危不危险，只看一个数字：几级风。
“白海豚”这次提醒我们，风力可能是最不重要的那个指标。
中央气象台今天上午10点发布台风红色预警，最高级别。但真正吓人的是另外几组数据：7月27日在日界线附近生成，登陆前已经跑了超过6000公里；生命史即将超过15天，是普通台风的三倍以上；环流直径1300公里，七级风圈半径420到450公里；一路上完成了5次眼墙置换。
还有一个字——慢。移速慢的直接后果是雨下得久，预报华东大部大暴雨，局地累计雨量600毫米以上，浙江中东部部分地区特大暴雨。
目前杭州全市学校有序停课，西湖景区各公园景点临时关闭，上海已转移超3万人，温州启动一级响应。
台风真正的杀伤力，历来不在登陆那一刻的风速，而在登陆之后赖着不走的那几天雨。
浙江、上海、福建、江苏的朋友，你那边现在什么情况？
“白海豚”这次提醒我们，风力可能是最不重要的那个指标。
中央气象台今天上午10点发布台风红色预警，最高级别。但真正吓人的是另外几组数据：7月27日在日界线附近生成，登陆前已经跑了超过6000公里；生命史即将超过15天，是普通台风的三倍以上；环流直径1300公里，七级风圈半径420到450公里；一路上完成了5次眼墙置换。
还有一个字——慢。移速慢的直接后果是雨下得久，预报华东大部大暴雨，局地累计雨量600毫米以上，浙江中东部部分地区特大暴雨。
目前杭州全市学校有序停课，西湖景区各公园景点临时关闭，上海已转移超3万人，温州启动一级响应。
台风真正的杀伤力，历来不在登陆那一刻的风速，而在登陆之后赖着不走的那几天雨。
浙江、上海、福建、江苏的朋友，你那边现在什么情况？
See translation
胡彦斌拿了《歌手2026》歌王,齐豫第二,万妮达第三。评论区吵翻了,但我觉得两拨人在吵的根本不是同一件事。
关键在赛制:胡彦斌靠两次月度冠军,手握20%加权,齐豫、窦靖童、尤长靖各11%。也就是说决赛开唱之前,分差已经存在了。这是明牌规则,不是黑幕。
可问题也在这:“歌王”到底该奖给决赛当晚唱得最好的人,还是奖给一整季最稳的人?觉得万妮达当晚更炸的人,和觉得胡彦斌一季扛下来的人,各自都没错——他们在给两个不同的奖投票。
你站哪边:一晚定胜负,还是全季看总分?
关键在赛制:胡彦斌靠两次月度冠军,手握20%加权,齐豫、窦靖童、尤长靖各11%。也就是说决赛开唱之前,分差已经存在了。这是明牌规则,不是黑幕。
可问题也在这:“歌王”到底该奖给决赛当晚唱得最好的人,还是奖给一整季最稳的人?觉得万妮达当晚更炸的人,和觉得胡彦斌一季扛下来的人,各自都没错——他们在给两个不同的奖投票。
你站哪边:一晚定胜负,还是全季看总分?
See translation
「沈腾演技」上热搜了，但风向是撕开的。
《欢迎来龙餐馆》文牧野执导，2003年伊拉克战争背景，沈腾演一个为还债跑去中东开餐馆的厨师。夸的人说这是影帝级突破：前半段颠勺甩面接地气，中段挚友死掉那场从呆滞到无声崩溃，评价是克制、细腻，散场时一片人在哭，好几个影评人说他有拿奖的实力。
骂的人说的是另一回事：片子沉重、几乎没笑点，少数好笑的地方全靠他自带的喜剧体质，反而格格不入；不少人拿徐峥对比，说这角色更该徐峥来。
我倒觉得两边讲的是同一件事。观众记了他太多年，那张脸一出现就自带笑点预设——这不是演技问题，是喜剧演员转型必须硬扛的那道坎。有人扛过去了，有人一辈子没过。
你看点映了吗？他这次过了没有？
《欢迎来龙餐馆》文牧野执导，2003年伊拉克战争背景，沈腾演一个为还债跑去中东开餐馆的厨师。夸的人说这是影帝级突破：前半段颠勺甩面接地气，中段挚友死掉那场从呆滞到无声崩溃，评价是克制、细腻，散场时一片人在哭，好几个影评人说他有拿奖的实力。
骂的人说的是另一回事：片子沉重、几乎没笑点，少数好笑的地方全靠他自带的喜剧体质，反而格格不入；不少人拿徐峥对比，说这角色更该徐峥来。
我倒觉得两边讲的是同一件事。观众记了他太多年，那张脸一出现就自带笑点预设——这不是演技问题，是喜剧演员转型必须硬扛的那道坎。有人扛过去了，有人一辈子没过。
你看点映了吗？他这次过了没有？
See translation
8月3日,天津民园广场,人流里一个新疆姑娘突然停住,然后哭着扑进一个人怀里。
她叫热孜亚,来自和田策勒县,来天津参加交流营。对面是她的支教老师蒋祉瑶,天津美术学院援疆支教团的,在策勒县第三小学教过三个半月美术和书法。老师那天听说策勒的孩子来了,就想去广场碰碰运气。
三个半月,按很多人的标准就是典型的“短期支教”——刚跟孩子混熟就撤了,有什么用?
可这孩子记了这么久,重逢还送了一串自己做的手串。
我的看法:短期支教在提分上确实没什么用,它给的是另一样东西——让一个四千公里外的小孩知道世界比策勒大。这玩意儿没法写进考核表,所以总被骂成自我感动。
你怎么看,短期支教到底是不是感动自己?
她叫热孜亚,来自和田策勒县,来天津参加交流营。对面是她的支教老师蒋祉瑶,天津美术学院援疆支教团的,在策勒县第三小学教过三个半月美术和书法。老师那天听说策勒的孩子来了,就想去广场碰碰运气。
三个半月,按很多人的标准就是典型的“短期支教”——刚跟孩子混熟就撤了,有什么用?
可这孩子记了这么久,重逢还送了一串自己做的手串。
我的看法:短期支教在提分上确实没什么用,它给的是另一样东西——让一个四千公里外的小孩知道世界比策勒大。这玩意儿没法写进考核表,所以总被骂成自我感动。
你怎么看,短期支教到底是不是感动自己?
See translation
36岁的史元庭现在的工作是：每天在额间画上第三只眼，套上厚重行头，在长春市动植物公园演二郎神。三十多度的天，戏服很快就汗透。
他中戏科班出身，2017年靠《东北插班生》被人认识。后来半年只拍了4天戏，收入基本断档。去长春之前，他在杭州宋城演过侠客NPC，在上海千古情演过摩登特工，还做过泰山陪爬、回老家种过地。
他说景区也是舞台，而且更难：没有导演喊咔，游客不会按剧本鼓掌接梗，冷场了得自己稳住。
评论里说他掉价、落魄的不少。他的回应是：演员首先是需要谋生的普通人。
我更愿意把这看成清醒。愿意在没有镜头的地方把活干扎实，比在镜头前干等机会需要更硬的底气。
你觉得这是落魄还是清醒？
他中戏科班出身，2017年靠《东北插班生》被人认识。后来半年只拍了4天戏，收入基本断档。去长春之前，他在杭州宋城演过侠客NPC，在上海千古情演过摩登特工，还做过泰山陪爬、回老家种过地。
他说景区也是舞台，而且更难：没有导演喊咔，游客不会按剧本鼓掌接梗，冷场了得自己稳住。
评论里说他掉价、落魄的不少。他的回应是：演员首先是需要谋生的普通人。
我更愿意把这看成清醒。愿意在没有镜头的地方把活干扎实，比在镜头前干等机会需要更硬的底气。
你觉得这是落魄还是清醒？
See translation
美国陆军把洛马的爱国者拦截弹合同追加到 586 亿美元,七年期,覆盖 FY2026 到 2032,史上最大一笔。背景是库存见底:开战前 2330 枚 PAC-3 MSE,4 月停火时已经腰斩,CSIS 现在估只剩 759 到 827 枚。洛马说这笔钱能让产能在 2030 年底前翻三倍。
LMTUS-0.01%
See translation
上半年国内手机销量TOP30出炉，前三全是iPhone 17系列，三款累计超过2380万台。华为Mate 80第四，是前四名里唯一的国产机，也是上榜数量最多的国产品牌，8款进前30。
但这份榜单最有意思的地方不在前四，在第5名往后。
第5到第20名，基本被中端机和千元机包揽：荣耀X70、华为畅享90 Pro Max、OPPO A5x、REDMI 15R、vivo Y500……而各家在发布会上讲了两个小时的影像旗舰、大杯超大杯，大多没能进前30。
这就是国产手机的真实处境：6000元以上的高端市场，苹果基本没有对手；能走量的，还是1000到2000那一档。中间那一层，叫好不叫座。
提醒一句，这份榜单是数码博主整理的渠道数据，不是IDC那种机构口径，当参考看就行。
你现在用的这台，在榜上吗？
但这份榜单最有意思的地方不在前四，在第5名往后。
第5到第20名，基本被中端机和千元机包揽：荣耀X70、华为畅享90 Pro Max、OPPO A5x、REDMI 15R、vivo Y500……而各家在发布会上讲了两个小时的影像旗舰、大杯超大杯，大多没能进前30。
这就是国产手机的真实处境：6000元以上的高端市场，苹果基本没有对手；能走量的，还是1000到2000那一档。中间那一层，叫好不叫座。
提醒一句，这份榜单是数码博主整理的渠道数据，不是IDC那种机构口径，当参考看就行。
你现在用的这台，在榜上吗？
That night, the crypto market seemed calm on the surface, while underneath, $286 million was cleared out. CoinGlass data: longs were $186 million and shorts $100 million—both sides were swept alternately, and the price eventually returned to where it started. BTC is around $63.9K, and ETH is down 0.25%. A few hours after the meeting ended, Iran fired multiple ballistic missiles at U.S. military bases.
The ethical provisions are what hold up the CLARITY Act. The version provided by the Republicans on July 22: bans senior officials, including the president, from issuing digital assets during their term—covering only new issuances, not existing holdings; the provisions expire on the day the president leaves office; enforcement authority is limited to the Department of Justice—state attorneys general and private parties cannot bring lawsuits. The Democrats want that clause about state attorneys general. Last year, Trump made more than $1.4 billion from the family’s crypto business.
After the Dow fell 1,153 points in a single day, CNBC looked at historical samples where it dropped more than 1,000 points: in the following week, performance is usually weak, but the average returns over one month and three months are positive. The sample size itself is small, and the causes differ each time—this time it was a jump in long-end yields, not a liquidity problem.
Carmakers are bringing back physical buttons—not because designers suddenly changed their minds, but because the scoring rules have been updated.
Euro NCAP has revised its interactive safety standards: starting in 2026, if key functions like turn signals and windshield wipers don’t have physical controls, new cars won’t be eligible for the top five-star safety rating. Tesla’s 2025 refreshed Model 3 and Model Y have already put the turn-signal stalk back, and Volkswagen has also announced that its new ID lineup will remove the controversial touch strip and restore physical knobs.
I’ve always felt that “all-touch” is essentially shifting interaction complexity onto the user. Screens are good for displaying information and hiding settings options; physical components are for tasks that require blind operation and zero lag. When driving, attention is a limited resource—things you can find just by touch have value not because they’re more high-tech, but because you don’t have to look.
This isn’t called a regression in intelligence. It’s putting intelligence back where it belongs.
Which function on your car would you most want to switch back to physical buttons? I’ll go first: the air-conditioning temperature.
Euro NCAP has revised its interactive safety standards: starting in 2026, if key functions like turn signals and windshield wipers don’t have physical controls, new cars won’t be eligible for the top five-star safety rating. Tesla’s 2025 refreshed Model 3 and Model Y have already put the turn-signal stalk back, and Volkswagen has also announced that its new ID lineup will remove the controversial touch strip and restore physical knobs.
I’ve always felt that “all-touch” is essentially shifting interaction complexity onto the user. Screens are good for displaying information and hiding settings options; physical components are for tasks that require blind operation and zero lag. When driving, attention is a limited resource—things you can find just by touch have value not because they’re more high-tech, but because you don’t have to look.
This isn’t called a regression in intelligence. It’s putting intelligence back where it belongs.
Which function on your car would you most want to switch back to physical buttons? I’ll go first: the air-conditioning temperature.
The July US nonfarm payrolls were negative. Actual employment decreased by about 23,000, while the market expected an increase of 83,000. Government departments cut 53,000 jobs, local education saw a sharp drop of 50,000, and leisure and catering declined by 40,000. The probability of a rate hike in September immediately fell from 60% to 44%. Within one hour after the data was released, BTC rose 0.7% and touched 65,300.
Amazon originally bet $220 billion on building AI infrastructure, but less than 20 months after the launch of the Trainium 2 chips, it has been replaced by a newer generation. As a result, the AI narrative behind $AMZNB has developed an awkward crack. The most critical point isn’t that the old chips will become obsolete immediately—it’s that the pace of AI hardware iteration may be so fast that the depreciation cycle becomes awkward. Building chips in-house can reduce reliance on external suppliers and may also offer opportunities to optimize costs. However, if upgrades happen too frequently, ongoing spending on R&D, deployment, and data center retrofits will continue to erode returns. Amazon’s cloud business is large enough that it can absorb some trial and error in the short term, but this $220 billion investment ultimately has to prove its value through higher cloud revenue and profit margins. If the market focuses only on AI demand and doesn’t account for the capital recovery cycle, it may easily misread the investment as guaranteed growth.
#AI芯片 #US stock earnings report
#AI芯片 #US stock earnings report
Robinhood Q2 forecast: projected market revenue of $156 million, crypto trading revenue of $100 million, down 38% year over year. For the first time in the company’s history, people betting on event outcomes earned it more than those trading coins. Event contracts traded 13.6 billion shares, more than 10 times the same period last year. Total revenue of $1.31 billion set a record; after the earnings report was released, the stock price fell 4%.
An AI stock Nvidia co-invested in has recently seen sustained insider buying, which is unusual given that the market is still debating whether AI valuations have already been overdrawn. The people who understand the company best are, however, casting their votes with real money. This signal is worth watching, but you shouldn’t only look at the four words “Nvidia endorsement.” Insider purchases must be distinguished between open-market share buybacks, equity incentives, and low-priced options—these are very different in terms of how meaningful they are. For $NVDAB , the significance of participating in the ecosystem company is not only about financial returns; it’s also about securing an early position at the entry points for software, models, and compute demand. In the previous AI cycle, the trend first ran up the chips, then spread to applications and infrastructure, but many concept stocks ultimately failed to translate into revenue. My view is that such news can easily boost sentiment in the short term; what truly determines sustainability is orders, cash flow, and whether insiders continue to buy afterward. A single action should not be over-interpreted.
#AI股票 #Nvidia
#AI股票 #Nvidia
The U.S. Army has placed an additional $53.86 billion order for Lockheed Martin’s PAC-3 MSE interceptor missiles, bringing the contract total to $58.62 billion with a seven-year term— the largest Patriot missile contract in history. The backdrop is depleted inventory: CSIS estimates the U.S. military has fewer than 1,000 Patriot interceptor missiles on hand. Lockheed Martin plans to increase annual production capacity from about 600 units to 2,000 units by 2030.
AI workloads are driving CPU demand, while AMD is also discussing longer-term arrangements for its China business. Placing these two pieces of information together reflects that opportunities and constraints coexist. $AMDB may benefit from data center upgrades and continued corporate investment in computing power, but the semiconductor industry can’t turn demand growth into revenue smoothly—product competition, supply capabilities, and export restrictions will all affect actual earnings. If long-term cooperation in the China market progresses smoothly, it could expand the business space; however, policy changes and compliance boundaries may discount order expectations. Investors may be prone to focusing only on the incremental gains brought by AI, while overlooking how geopolitical factors affect the product sales pathway. What to watch next is whether CPU demand can continue to translate into orders, and whether the company’s statements about its China business have become more specific.
#AI芯片 #Semiconductors
#AI芯片 #Semiconductors
Log in to explore more content