Core Insights - JD.com has surpassed 700 million annual active users, showcasing its resilience and adaptability in the retail sector [1][4][21] - The company is not just an e-commerce platform but a value-driven enterprise that balances supply chain technology and service [3][12][20] - JD.com's supply chain efficiency is a key driver of its growth, enabling it to offer competitive pricing and quality products [4][12][26] User Growth and Engagement - JD.com achieved a 19.1% growth rate in unique user acquisition, making it the fastest-growing company in China's internet sector as of August [4][21] - The active user count has increased by 40% year-on-year, indicating strong market engagement [21][26] - The "Jingxi Self-operated" platform has contributed significantly to user growth, adding 15 million new users in one year [6][11] Supply Chain Strategy - JD.com has developed a "super supply chain" that enhances operational efficiency and reduces costs, which is crucial for maintaining competitive pricing [12][20][26] - The company operates over 1,600 logistics centers in mainland China, with a self-operated product count reaching millions [12][26] - Supply chain efficiency improvements translate to increased profits, with every 1% efficiency gain potentially leading to multiple points of profit at the consumer level [12] Business Model and Ecosystem - JD.com emphasizes a win-win distribution mechanism, focusing on creating a sustainable ecosystem that benefits consumers and manufacturers alike [11][20][26] - The company has successfully integrated its supply chain capabilities into various sectors, including food delivery and local services, enhancing overall user experience [16][23] - JD.com's approach to low pricing is rooted in supply chain efficiency rather than compromising on quality, ensuring a sustainable business model [24][26] Market Position and Future Outlook - JD.com is positioned as a benchmark for supply chain technology and a model for creating value in the retail industry [3][12][27] - The company's commitment to understanding consumer trends and needs has allowed it to adapt and thrive in a competitive landscape [9][20] - JD.com's ongoing focus on supply chain innovation and user experience is expected to drive future growth and maintain its competitive edge [26][27]

Core Insights - The article discusses how Feishu's multi-dimensional spreadsheet, combined with AI capabilities, is reshaping productivity in the e-commerce sector, particularly in preparation for the Double 11 shopping festival [1][2]. Group 1: Feishu's Role in E-commerce - Feishu has conducted nearly 100 training sessions focused on e-commerce this year, reaching over 500,000 practitioners, thereby leading the industry into the AI era [1][5]. - The integration of "AI + Feishu Multi-dimensional Spreadsheet" is positioned as a core tool to enhance operational efficiency amidst challenges like multi-platform operations and data fragmentation [2][4]. Group 2: Case Studies and Applications - In the apparel sector, brands like Jiao Nai have utilized Feishu's multi-dimensional spreadsheet to collect user feedback for product iteration, create a centralized dashboard for cross-channel collaboration, and leverage AIGC technology to significantly reduce design time for marketing materials [2]. - The food industry example includes brands like Three Squirrels, which streamlined their product development and sales processes using Feishu's tools, and Babycare, which improved customer complaint response times [2]. Group 3: Evolution of Feishu Multi-dimensional Spreadsheet - The Feishu multi-dimensional spreadsheet has evolved from a "high-level spreadsheet" to a "business toolbox," featuring capabilities such as data integration, AI workflow construction, and standardized business processes [3]. - By 2025, the spreadsheet is expected to transform into a genuine business system, catering to the needs of e-commerce practitioners for self-built systems [3]. Group 4: Industry Trends and Future Outlook - The e-commerce sector is experiencing a shift towards AI-driven operations, with a focus on standardization before scaling, as companies increasingly integrate AI into their workflows [4]. - Feishu has introduced an AI application maturity standard to help businesses assess the effectiveness of their AI tools, aiming to enhance understanding and practical application of AI products [5].

超感速7，奕触即发！11月10日，在东风奕派品牌发布两周年之际，全新"智美超能轿跑"eπ007+在大湾区创新之城深圳正式上市，限时焕新价13.99万元起。 11月30日前下定更可享超级置换补贴5000元、整车及三电终身质保、新车色限时免费等至高价值46800元的八重豪礼。 百万级体验触手可及，eπ007+专为年轻人而来 东风奕派eπ007+专为每一位悦己生活掌控者而来，集"性能驾控、超能智慧、高能颜值、全能品质"四大核心优势于一身，打造14万级唯一激光雷达四驱轿 跑，精准满足年轻人的进阶出行需求，全力为东风汽车年度新能源100万销量目标冲刺注入强劲动力。 东风奕派品牌成立两周年，最新力作高能登场 深圳，这座以创新为基因、以突破为底色的活力之城，堪称"中国速度"的生动写照。东风奕派选择在此开启全新篇章，正是因为与这座城市"敢为人先，向 快而行"的精神内核深度共鸣。 东风奕派的"速度"已深深融入品牌的发展脉络，回顾发展历程，东风奕派汽车科技公司总经理汪俊君表示："两年间，我们投放了4款全新产品，走入了20万 个家庭，成为大家的出行伙伴。我们快速建设超800家网络，让暖心服务在你身边。" 两载耕耘，东风奕派不仅以持 ...

Core Viewpoint - The article highlights China's significant role in the global clean energy transition, emphasizing that its advancements in renewable technology are beneficial for developing countries and the overall climate agenda, especially in the context of the COP30 conference in Brazil [1][5]. Group 1: China's Influence on Clean Energy - China has emerged as a clean technology superpower, significantly reducing the costs of clean energy, which allows developing countries to decrease fossil fuel imports and rely more on renewable energy [1][3]. - Since 2011, China's total investment in global manufacturing has exceeded $225 billion, with three-quarters of this investment flowing into "Global South" countries, surpassing the post-WWII Marshall Plan in inflation-adjusted terms [3][4]. - The shift in global climate action focus is evident, with developing countries like Brazil, India, and Vietnam rapidly expanding their solar and wind energy capacities, while poorer nations are skipping fossil fuel vehicles in favor of electric ones [4][5]. Group 2: Changing Global Dynamics - The article notes a transformation in the global economic landscape, where developing countries are now taking proactive steps in climate solutions, contrasting with the past when wealthier nations pressured them to reduce emissions without adequate support [4][5]. - The current market conditions for renewable energy are favorable, marking a turning point where political leadership is crucial for future climate initiatives [4][5]. - The absence of the U.S. at COP30, for the first time in 30 years, has positioned China at the center of negotiations, with its clean energy transition helping to maintain the integrity of the Paris Agreement [5].

AI取代人类，正在成为现实？ 日前，美国科技巨头亚马逊宣布高达3万人的裁员计划，在美国科技圈引发了行业巨震。 关于AI是否会导致失业的讨论早已有之，"AI教父"辛顿近年来也持续警示相关风险，但在亚马逊大规模裁员前，主流叙事仍偏乐观——认为AI将取代部 分岗位的同时，会创造更多新机会。 中国目前尚未出现明星企业大规模裁员的现象，主流AI企业多处于扩张阶段。而且，国内AI企业在产品开发中，普遍强调人机共存的理念，试图走出与 美国不同的发展路径。 中美AI发展模式的差异根源何在？人类该如何更好地应对飞速迭代的AI技术？这类议题已不容再回避。 亚马逊为何大裁员？ 在对外口径上，亚马逊试图淡化AI与裁员的关联。亚马逊首席执行官安迪·贾西 （Andy Jassy）称，裁员是为了纠正疫情时期发生的过度招聘和官僚主义 问题。 这样的说法有一定道理。疫情期间，线上经济的的爆发式增长加速美国电商渗透率，亚马逊无疑是最大的受益者。加之美国政府推出了如海啸般的"放 水"政策，在账面上改善了企业盈利。这都导致美国互联网科技企业大幅扩张雇员人数。 2019年亚马逊的员工总人数为79.8万，但2021年高峰时已经超过160万，翻了一倍以上 ...

本田将本财年（截至2026年3月）营业利润预期从7000亿日元（约322亿元人民币）下调21%至5500亿日 元（约253亿元人民币），并将全年汽车销量预期从之前的362万辆下调至334万辆。原因包括电动汽车 相关的一次性成本，以及半导体零部件供应短缺，其中11万辆的预期销量减少与安世半导体供应短缺直 接相关。 本田还预估，美国关税将使其蒙受3850亿日元（约177亿元人民币）的损失，不过这一数字低于最初预 警的4500亿日元（约207亿元人民币）。 【文/观察者网 柳白】日本第二大车企本田的日子不好过。路透社11月11日报道称，本田上周宣布财年 利润预期大砍五分之一，这凸显了来自美国关税和全球芯片短缺的直接压力，但更深层次、更长期的挑 战在于中国汽车制造商日益激烈的竞争。 本田股价10日暴跌4.7%。然而，对本田乃至其他日本车企而言，更紧迫的担忧是其在东南亚市场份额 的持续萎缩，该地区曾是日本车企几乎毫无挑战的主导领域。 直到最近，日本车企仍认为，他们可以在中国以外的亚洲市场维持稳定，不会重演在中国市场的下滑。 但这种假设如今已不再成立。 10月29日，2025日本移动展媒体日期间，本田超级一号原型车在东京 ...

11月10日，科技媒体《The Information》爆料称，由于新产品iPhone Air销量惨淡，苹果公司已决定推迟下一代Air机型的发布计划——苹果原计划于2026年 秋季与iPhone 18系列一同推出新款iPhone Air，但这一计划现已取消。 该媒体还援引多位知情人士爆料称，苹果已经大幅削减了iPhone Air的产量。 苹果重要供应商富士康（Foxconn）已拆除了大多数iPhone Air生产线，"仅留下了一条半的生产线"，预计本月末将全面停产。另一家供应商立讯精密 （002475）（Luxshare）则已于10月底停止生产。作为对比，两家供应商为iPhone 17 Pro系列投入了数十条生产线。 尽管苹果为iPhone Air预留了约10%的生产产能，但该款机型的库存充足，其产量中仍有相当一部分尚未售出。 值得注意的是，《The Information》报道称，苹果"并未取消下一代iPhone Air的计划"，一些苹果工程师和制造商"仍在继续研发"。但苹果公司已将下一代 iPhone Air从其发布计划中移除，针对该机型的发布计划暂无更多消息。 就在此次推迟发布的消息传出的几天之前，市场 ...

Core Viewpoint - The European Commission is exploring measures to force member states to remove Huawei and ZTE equipment from telecom networks, potentially pressuring non-EU countries by withholding funding for projects using Huawei technology [1][3]. Group 1: EU's Actions and Proposals - The European Commission's Executive Vice President, Margrethe Vestager, aims to upgrade the 2020 recommendation to stop using "high-risk suppliers" into legally binding regulations [1]. - If the proposal becomes law, non-compliance by member states could lead to infringement lawsuits and economic penalties [1][4]. - The Commission is also considering measures to discourage non-EU countries from relying on Chinese suppliers, including denying funding for projects involving Huawei [3]. Group 2: Industry Reactions and Market Impact - Following the news, shares of Nokia and Ericsson saw significant increases, with Nokia rising by 5% and Ericsson by 3.7% [4]. - There is a growing trend in Europe to impose stricter restrictions on Chinese suppliers, with countries like Germany and Finland considering similar actions [4]. - The inconsistency among EU member states regarding the use of Chinese suppliers poses significant security risks, according to hawkish voices within the EU [4]. Group 3: Security Concerns and Counterarguments - The EU's focus on the risks posed by Chinese telecom equipment manufacturers stems from concerns about national security and control over critical infrastructure [3][5]. - China has strongly opposed the EU's claims, arguing that Huawei and ZTE have operated in Europe for years without compromising security and have contributed positively to the telecom sector [5][9]. - Spain's government has defended its contract with Huawei, asserting that it poses no security risks and complies with national security standards [9].

Core Viewpoint - The European Commission is exploring measures to force member states to remove Huawei and ZTE equipment from telecom networks, potentially pressuring non-EU countries by withholding funding for projects using Huawei technology [1][3]. Group 1: EU's Actions and Proposals - The European Commission's Executive Vice President, Margrethe Vestager, aims to upgrade the 2020 recommendation to stop using "high-risk suppliers" into legally binding regulations [1]. - If the proposal becomes law, non-compliance by member states could lead to infringement lawsuits and economic penalties [1][4]. - The EU is increasingly focused on the risks posed by Chinese telecom equipment manufacturers amid rising tensions in trade and politics with China [3]. Group 2: Industry Reactions and Implications - Following the news, shares of Nokia and Ericsson saw significant increases, with Nokia rising by 5% and Ericsson by 3.7% [4]. - There is a growing trend in Europe to impose stricter restrictions on Chinese suppliers, with countries like Germany and Finland considering similar measures [4]. - The inconsistency in EU member states' approaches to Huawei creates significant security risks, according to hawkish voices within the EU [4]. Group 3: Counterarguments and Responses - China has strongly opposed the EU's claims of security risks associated with Huawei and ZTE, arguing that these companies have operated in Europe for years without compromising security [5][9]. - Spain has defended its contract with Huawei, stating it poses no security risks and complies with national security standards [8][9]. - Huawei criticized the EU's designation of it as a "high-risk supplier," claiming it lacks legal basis and violates free trade principles [9].

华为Mate 70 Air今日开售 据华为商城消息，华为Mate 70 Air今日10:08正式首销。该机为华为近期推出的新机，主打轻薄，搭载麒麟9020A/B处理器，支持北斗卫星消息 等。 百度萝卜快跑启动阿布扎比全无人商业化运营 近日，萝卜快跑宣布获得由阿布扎比综合交通中心（ITC）颁发的首批全无人商业化运营许可。这是萝卜快跑首次在中国以外地区启动面向公众的 规模化全无人运营 。萝卜快跑在今年3月进入阿布扎比市场，与阿联酋自动驾驶出行公司AutoGo达成战略合作，计划在特定区域部署第六代无人 车，并于2026年实现全无人运营。 亚马逊再裁员1.4万，有国内部门腰斩 当地时间11月10日，全球电商与科技巨头亚马逊近日正式宣布，将在全球范围内实施新一轮组织优化，净裁减约1.4万个企业白领岗位，此次调整 覆盖人力资源（PXT）、云计算（AWS）、广告及设备与服务等多个核心部门，是2022年底以来该公司规模最大的人员结构优化行动。 据知情人士从亚马逊刚离职的前员工处了解到，大裁员情况属实，且中国区裁员比例更高，有部门直接减员一半且管理权限上移美国。 英伟达要求台积电扩大50%晶圆产能，Blackwell需求暴涨 ...