🔍 隐藏商机日报 · 2026-02-27 · CST
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🛠️ 副业者注意：这些东西有人在做了
① 「帮 AI agent 省钱」的工具，中文版还没人做
有人在 r/SideProject 发布 AirClaw（68赞，上升中）：把 Mistral/Llama 跑在本地，一键替换掉 OpenAI/Claude 的 API 账单，从 $140/月降到接近零。海外已有需求验证——但中文生态完全空白：没有人为中文用户做「一键把 Qwen/Baichuan 本地化，替换API费用」的懒人脚本。你现在做还来得及，目标用户就是正在用 AI agent 但每月被账单搞得肉疼的独立开发者。
来源：r/SideProject https://github.com/nickzsche21/ZeroCLAW
② 「雇佣自己」的契约感产品，病毒式传播
hired.wtf 在 Hacker News Show HN 今天出现：你回答6个问题，网站生成一份正式的「自我雇佣合同」，签名，告诉别人，然后不能放弃自己。如果失败，还有一封正式的「自我解雇通知书」。免费、无账号。契约感+社交传播+心理压力三合一。中文市场：微信小程序/网页版，结合「新年立flag」和「打卡群」文化，几乎0竞争。
来源：hired.wtf https://hired.wtf（HN：https://news.ycombinator.com/item?id=47187450）
③ 垂直运动穿搭 AI，跑步之后下一个是什么？
Product Hunt 今日上线 whatdoiwear.run：专门为跑者推荐穿什么去跑步的AI工具。垂直运动穿搭AI已经被验证有人付费——但中国马拉松文化极其发达（每年数百场赛事），却没有一个中文「跑步穿搭/装备」AI推荐工具。铁三、骑行圈同理。
来源：Product Hunt https://www.producthunt.com/
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📈 投资者注意：这些赛道正在起来
① 具身智能"大脑"供应商赛道——红杉中国刚进场
2026年2月，中科第五纪完成 Pre-A 和 Pre-A+ 两轮融资（共数亿元，一个月内连融两轮），红杉中国领投 Pre-A，成为宇树机器人的"大脑模型"供应商，负责工业场景的感知-决策层。投资逻辑已从「通用具身智能」转向「垂类场景真能干活」。这个赛道6个月后会有10家以上公司融资。现在布局 Pick 的标准：小样本学习能力（3-5条示范即可上新任务）+ 快速交付能力。
来源：36氪 https://36kr.com/p/3700919151538052
② 高精度金属3D打印——出货10万件，成本砍80%
36氪今日报道：一家高精度金属3D打印公司2025年出货10万件，降低打印成本80%，已连融两轮。制造业降本AI化的终局之一是增材制造规模化。这个赛道在海外（Desktop Metal、Markforged等）已经被资本追逐，国内才刚起步。6个月后你会后悔没提前看这个方向。
来源：36氪 https://36kr.com/p/3700876701642374
③ AI Agent 成本优化层——$140/月账单变成了刚需痛点
AirClaw 之所以在 r/SideProject 获得高赞，是因为它戳中了「AI agent 账单焦虑」这个真实且普遍的痛点。背后的趋势是：随着 AI agent 普及，LLM API 成本正在成为个人和小团队的实质性负担，「成本优化中间件」正在成为一个新类别。推理侧压缩/本地路由/混合调度工具会在未来6个月密集出现。
来源：r/SideProject https://github.com/nickzsche21/ZeroCLAW
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🎬 内容创作者注意：这些题材没人做但有量
① 「我的AI助手每月花了我多少钱？」——真实账单内容，B站/抖音空白
AirClaw 作者每月 $140 的 OpenAI 账单引发大量共鸣。但中文YouTube/B站上，几乎没有人做「AI agent 真实使用成本」的测评类内容。格式：我用AI assistant一个月，账单曝光 + 本地部署省钱方案对比。这个频道/账号现在做还来得及，竞争几乎为零。
来源：r/SideProject https://github.com/nickzsche21/ZeroCLAW
② 宇树机器人「真实干活」评测——德国总理都去参观了
36氪今日8点1氪：德国新总理默茨参访了宇树科技。全球对具身智能机器人的兴趣正在爆发，但B站上「宇树G1/H1能干什么真实的活？」的深度评测内容极度稀缺，大多是宣传片级别。做扎实的「机器人真实任务测试」系列，现在入场正合适。
来源：36氪 https://36kr.com/
③ 「自我雇佣合同」挑战——contracted-with-myself 内容格式
hired.wtf 的「雇佣自己」概念极具传播性。中文创作者的机会：90天挑战系列视频，第一期展示自己签署「合同」，后续每周更新履行情况。这个内容格式在英文 YouTube 完全没有，中文更是空白。抖音/小红书的「立flag」文化完美承接。
来源：hired.wtf https://hired.wtf
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🌏 跨市场套利机会
① 中文长视频出海——爱奇艺海外会员收入暴涨30%
爱奇艺2025全年海外会员收入同比激增超30%。中国长视频内容（剧集）正在找到全球受众，但字幕/本地化服务严重滞后。套利点：为C-drama出海做东南亚语言（泰语/越语/印尼语）字幕工具或人工翻译服务，目前是手工业水平，AI介入降本空间巨大。预计年收入天花板：B2B订阅制，单个平台客户$5k-$50k/年。
来源：36氪 https://36kr.com/p/3701287910895495
② MLCC价格回暖——B2B元器件价格情报还是空白
多家厂商证实MLCC（多层陶瓷电容）自去年10月起涨价，部分高规格型号较低点涨10-15%。对海外（美/欧）采购电子元器件的硬件厂商来说，供应链价格情报极其珍贵。机会：一个简单的「MLCC/被动元件价格追踪」邮件订阅（$99-199/月），对应的是B2B买家愿意付费的刚需。海外已有 SiliconExpert，但中国厂商侧情报几乎无人做。
来源：36氪 https://36kr.com/
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📌 今日点子（今天就能开始验证）
做一个中文版「自我雇佣合同」网页工具：用户输入目标（比如「90天内减重10斤」），AI生成一份正式排版的合同（包含职位名称、任期、绩效指标、违约罚款条款），可直接截图发朋友圈/小红书。
技术门槛：Claude API + 基础前端，4小时内可出MVP。
验证方式：发到小红书/X，观察转发量。如果单条帖子超过100转，就值得做成小程序。
成本：接近零。今天就能开始。
🔍 Hidden Opportunities Daily · Feb 27, 2026 · PST
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🛠️ FOR INDIE HACKERS: People are already building these
① A tool to slash your AI agent API bill — Chinese version doesn't exist yet
AirClaw (68 upvotes, rising on r/SideProject today): wraps Mistral/Llama in a local server, auto-patches your AI agent config to stop paying OpenAI/Claude. One command, $140/mo → $0. Western market validated. The Chinese market equivalent — a one-click setup to run Qwen/Baichuan locally for Chinese AI agent users — is completely untouched. The target customer is obvious: developers paying painful monthly LLM bills.
Source: r/SideProject — https://github.com/nickzsche21/ZeroCLAW
② "Hire Yourself" — viral self-accountability contracts, zero Chinese competition
hired.wtf appeared on Hacker News Show HN today: answer 6 questions, get a formal self-employment contract, sign it, and don't quit on yourself. If you fail, there's a formal termination letter. Free, no login. The psychological hook (commitment + social pressure + gamification) is strong. Chinese market: a WeChat mini-program or webpage version tied to "New Year resolution culture" and accountability groups has virtually zero competition right now.
Source: hired.wtf — https://hired.wtf (HN: https://news.ycombinator.com/item?id=47187450)
③ Vertical sports AI stylist — after running, what's next?
Product Hunt today: whatdoiwear.run — an AI tool that recommends what to wear for your run. The vertical sports-styling AI niche is validated. In China, marathon culture is massive (hundreds of races per year) yet there's zero Chinese AI tool for running/cycling/triathlon outfit and gear advice. First mover wins the niche.
Source: Product Hunt — https://www.producthunt.com/
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📈 FOR INVESTORS: These lanes are warming up
① Embodied AI "brain" suppliers — Sequoia China just entered
Chinese startup 中科第五纪 (CAST 5th Epoch) closed Pre-A and Pre-A+ rounds totaling hundreds of millions RMB within a single month in early 2026. Sequoia China led the Pre-A. The company is the "brain model" supplier for Unitree Robotics, handling perception-decision-making for industrial inspection scenarios. The investment thesis has shifted from "general embodied AI" to "can it actually do the job in a specific vertical?" Expect 10+ funding announcements in this sub-sector in the next 6 months. Selection criteria: few-shot learning (3–5 demos to learn new tasks) + fast deployment capability.
Source: 36Kr — https://36kr.com/p/3700919151538052
② High-precision metal 3D printing scaling up
36Kr reports today: a high-precision metal 3D printing company shipped 100k units in 2025, cut printing costs by 80%, and raised two rounds back to back. Additive manufacturing at scale is the end game for manufacturing cost reduction. Overseas peers (Desktop Metal, Markforged) have already attracted capital; China is just getting started. Position before the narrative catches on.
Source: 36Kr — https://36kr.com/p/3700876701642374
③ AI agent cost optimization layer — the $140/month bill is now a real problem
AirClaw's traction signals something bigger: as AI agents proliferate, LLM API costs are becoming a material expense for individuals and small teams. "Cost optimization middleware" — local routing, inference compression, hybrid dispatch — is emerging as a new product category. Expect a wave of tools in this space over the next 6 months.
Source: r/SideProject — https://github.com/nickzsche21/ZeroCLAW
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🎬 FOR CONTENT CREATORS: High demand, almost no supply
① "My AI assistant cost me HOW much?" — real bill teardowns, huge gap on YouTube/Bilibili
AirClaw's author spending $140/mo on OpenAI APIs resonated with thousands. But on Chinese Bilibili/Douyin, almost nobody is doing "real AI agent cost breakdown" content. Format: monthly bill reveal + local deployment cost comparison. This channel/account can be started today with near-zero competition in the Chinese creator space.
Source: r/SideProject — https://github.com/nickzsche21/ZeroCLAW
② Unitree robot "real work" reviews — the German Chancellor literally just visited
36Kr reports today: Germany's new Chancellor Friedrich Merz visited Unitree Robotics. Global interest in embodied AI is peaking, but in-depth "what can Unitree G1/H1 actually do on the job?" content on Bilibili is extremely scarce — most videos are promotional. A solid "robot real task testing" series is a prime position to claim right now.
Source: 36Kr — https://36kr.com/
③ "90-day self-contract" challenge format — untouched in Chinese content
The hired.wtf concept is highly shareable. The creator opportunity: a 90-day challenge series where you sign the contract on camera in episode 1, then update weekly. This content format doesn't exist in English YouTube — let alone Chinese. Douyin/Xiaohongshu's "accountability pledge" culture is perfect for this.
Source: hired.wtf — https://hired.wtf
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🌏 CROSS-MARKET ARBITRAGE
① Chinese long-form video going global — iQIYI overseas membership revenue +30% YoY
iQIYI (爱奇艺) reported full-year 2025 overseas membership revenue up 30%+ YoY. Chinese drama content is finding a global audience, but subtitling/localization services are still artisanal. The play: build an AI-assisted subtitle and localization service for C-drama targeting Southeast Asian languages (Thai, Vietnamese, Indonesian). Current solutions are slow and expensive. B2B SaaS upside: $5k–$50k/year per streaming platform client.
Source: 36Kr — https://36kr.com/p/3701287910895495
② MLCC price recovery — B2B component price intelligence is uncrowded
Multiple manufacturers confirm MLCC (multi-layer ceramic capacitors) prices have recovered 10–15% from their lows since October 2025. For US/EU hardware buyers sourcing from Asia, supply chain pricing intelligence is valuable. Opportunity: a simple MLCC/passive component price-tracking email newsletter ($99–199/mo). SiliconExpert exists in the West, but China-side intelligence is nearly absent. Earn real revenue from the first 50 subscribers.
Source: 36Kr — https://36kr.com/
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📌 TODAY'S ACTIONABLE IDEA (validate it today)
Build a Chinese "hire yourself" contract generator:
User types in a goal (e.g., "lose 10 lbs in 90 days"), AI outputs a formally typeset self-employment contract with a job title, term, KPIs, and a penalty clause for quitting. Shareable screenshot for WeChat Moments / Xiaohongshu.
Tech: Claude API + basic frontend. MVP in 4 hours.
Validation: post one screenshot on Xiaohongshu. If it gets 100+ reposts, build the mini-program.
Cost: near zero. Start today.