芬必得｜清明叠加春假带火亲子游，DeepSeek 新模型将在华为芯片运行

·11 min·1 clip

Why is DeepSeek's V4 model delayed, which Chinese car brands topped Australian sales, and how is小米 adjusting its stores?

The episode opens with host孟一 introducing three key questions: why DeepSeek's V4 model is delayed, which Chinese car brands are leading in Australia, and how小米 is adjusting its store strategy. It first reports on World Cup ticket pricing, noting final tickets reached $11,000 with dynamic pricing causing chaos. The DeepSeek segment reveals the V4 model is being adapted to run on Huawei chips, causing a delay from February to future weeks; Chinese tech giants have bulk-ordered Huawei chips to offer the model via their cloud services, and DeepSeek did not give Nvidia early access. Anthopic is restricting Cloud subscribers from using third-party tools like OpenClaw, which is losing ground as Anthopic develops similar features. China overtook Japan as Australia's top car importer in February 2026, with brands like比亚迪 and长城 entering the top 10 sales ranks; Australia imports all its cars, and Chinese brands' market share rose from under 5% in 2020 to about 20% in 2025. The health brand优思义 stated it is on the brink of collapse after央视 exposed it for faking a Melbourne factory location, which was actually a car repair shop; nearly 2000 influencer accounts promoted it, leading to apologies from celebrities. Spring break combined with Qingming holiday boosted family travel, with亲子游 orders tripling year-over-year. Manor咖啡 raised prices for its SOE coffee by 5 yuan due to better bean quality. 星巴克 completed a deal with博裕资本, transitioning Chinese stores to a franchise model aiming for 20,000 locations. 小米 is shifting its store focus from phones to appliances as phone margins fell to 11% while appliance margins hit 23%, amid rising costs from memory chips and原材料; other appliance brands like美的 are also raising prices. The episode concludes with a sponsor message from芬必德 about headache relief and a prompt for listener comments on家电 purchases.

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