凯悦成财报季“黑马”,核心指标全线飘红。2025年第四季度凯悦全系统RevPAR增长4.0%,全年增长2.9%,全包式度假村领域,净套餐RevPAR在第四季度和全年分别增长了8.3%和8.6%。盈利方面,调整后EBITDA达11.59亿美元,RevPAR、规模扩张、签约量三大关键指标均超出市场预期,实现了扩张与经营效率的同步提升。
这个赛道在投资界的发展历程,可以说是从狂热追捧到回归理性的典型代表。
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他不再满足于个人创作和小规模培训,开始规划“一馆一校一品牌”的产业化蓝图。牵头成立中国首个广绣职业技能培训学校;计划打造中国首个广绣专业馆;还与合伙人成立文化集团,计划打造广绣国奢品牌。
He also thinks integrations are becoming less popular, especially as Anthropic’s model context protocol (MCP) makes it easier than ever to connect AI models to external data and systems. This means someone doesn’t need to download multiple integrations or build their own customer integrations; they can just use the MCP.