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淘宝平台总裁处端:大消费平台首个双11 88VIP权益进一步加码
Feng Huang Wang· 2025-10-16 10:52
数据显示,淘宝闪购自上线以来增长显著。截至2025年6月,上线不足4个月的淘宝闪购日订单峰值达 1.2亿单,8月周日均订单为8000万单,月度交易买家数达3亿,带动手淘8月DAU同比增长20%。今年8 月,77个品牌在淘宝闪购月成交额突破千万元,490个品牌成交超百万元。 今年双11期间,88VIP权益进一步加码,消费券规模达500亿元,并延续"无门槛直降9折"玩法。这也是 淘宝升级为大消费平台后的首个双11,随着餐饮、酒旅、文娱等品类加入,平台覆盖场景持续扩展。 淘宝大会员体系正成为连接多场景的消费枢纽,覆盖吃喝玩乐、线上线下(300959),帮助品牌精准运 营约10亿消费者。目前,淘宝大会员中铂金及以上用户已超1亿,年消费天数超过90天,购买力强劲。 此外,在淘宝点过外卖但未在电商下单的用户规模也超过1亿,被视为品牌拉新的重要空间。 凤凰网科技讯 10月16日,2025年天猫双11将于10月20日晚8点正式启动。在近日举行的双11发布会上, 阿里巴巴中国电商事业群淘宝平台总裁处端表示,淘宝闪购、淘宝大会员与88VIP共同构成品牌增长 的"三大超级红利"。据透露,88VIP会员规模已达5300万,人均年度消 ...
小米汽车成都事故后,雷军首次公开露面演讲
Feng Huang Wang· 2025-10-16 09:58
就在雷军此次演讲前,小米汽车再次遇到严重事故。10月13日,据"成都公安"通报,2025年10月13日凌 晨3时18分许,天府大道南段发生一起道路交通事故。31岁当事人邓某某驾车与李某驾驶小型轿车发生 碰撞,事故造成驾驶人邓某某死亡,涉事两车不同程度受损。经检测,邓某某涉嫌酒后驾驶机动车。目 前,事故正在进一步调查中。 根据网友发布的现场视频显示,涉事汽车的车型为小米SU7 Ultra。 雷军在小米汽车成都事故后首次公开露面演讲。 10月16日,世界智能网联汽车大会,小米CEO雷军在演讲中表示,智能网联汽车不是零和博弈,需要全 行业的团结一致,共建共享智能网联汽车的新生态,共同推进行业发展。 雷军表示,呼吁全行业在政府的指导下,以安全为基础、质量为根本、创新为方向,携手围绕重要的底 层技术和重要的研发领域,把精力集中到科技创新和技术研发上,共同抵制网络水军、黑公关等网络乱 象,一起营造积极向上、文明有序的产业发展环境。未来,小米愿意以更加开放的姿态与所有同行和合 作伙伴携手共同推进行业发展。 ...
要有大合作?富士康董事长先见奥特曼再见黄仁勋、股价大涨8%
Feng Huang Wang· 2025-10-16 08:59
Core Viewpoint - Foxconn's stock price surged due to investor enthusiasm for AI, following Chairman Liu Yangwei's meetings with OpenAI CEO Sam Altman and plans to meet NVIDIA CEO Jensen Huang [1][2] Group 1: Stock Performance - Foxconn's stock rose by 8% to NT$222.50, with a year-to-date increase of 21% [1] - Related companies like AMD and Broadcom saw significant stock price increases after announcing multi-billion dollar deals with OpenAI [1] - TSMC's stock increased by 14% this month, reaching a historical high due to NVIDIA-related cooperation news [2] Group 2: AI Market Potential - Liu Yangwei expressed confidence in the growth potential of AI, stating that AI applications are "just beginning" [1] - Foxconn is shifting focus towards high-growth areas, including producing AI servers for major tech companies like Amazon and NVIDIA [2] Group 3: Revenue Growth - In Q2, revenue from cloud and networking products, including AI servers, surpassed smart consumer electronics, becoming Foxconn's largest business driver [2] - The AI server segment is expected to drive revenue growth, with projected year-over-year revenue growth of over 170% for this quarter [2]
每月氪金上亿,玩家怒斥《恋与深空》“让感情丢了”
Feng Huang Wang· 2025-10-16 08:23
近日,一场席卷玩家群体的"盗号售号风波",把乙女游戏《恋与深空》推到风口浪尖。 摘要: 盗号事件爆发背后,是《恋与深空》玩家长期堆砌的不满。 不少《恋与深空》玩家在社交平台发帖反映:自己的游戏账号被盗,并发现账号在某网店被售卖,平均售价从几元到上百元不等。不仅如此,更有玩家发 现,自己使用同一手机号注册的叠纸旗下其他游戏,账号均被盗取。 | 近 / 大 400+ 人 24 小 内 2000+ 人 、 同 館 上 。 同 。 | | --- | | 5 ¥ 24小时发 承诺24小时内发货 | | 北京 快递:免运费 | | ▽ 88VIP退货包运费 不支持7天无理由退货 | | 闫 账号注册\备份 恋与深空 简体中文 | | 商品形式 游戏名称 语种分类 | | 品 DLC拓展1 DLC拓展2 DLC拓展3 共8款 > | 但这样的回应,没能安抚玩家的情绪。据社交媒体平台玩家反映:涉事售号店铺已成交7000多单,后被大量投诉下架,但没过多久又疑似换店名重新开 业。 有玩家表示:"不管是不是叠纸泄露数据,我们认为公司不仅防护不到位让玩家遭受无妄之灾并且产生了损失,现在需要的是官方能作出一些针对性的手 段,而不是让 ...
“终身免费充电权益”能否转移?极氪官方明确
Feng Huang Wang· 2025-10-16 08:22
凤凰网科技讯 10月16日,新一期的极氪9X答网友问中明确,极氪首任车主名下仍在生效的"终身免费充 电"或"整车终身质保"权益,可转移至新购的极氪9X上。 ...
上海黄金交易所紧急提醒
Feng Huang Wang· 2025-10-16 07:09
上海黄金交易所网站 针对近期国际贵金属价格波动剧烈,上海黄金交易所10月16日向各会员单位发布关于做好近期市场风险控制工作的通知。 近期影响市场不稳定的因素较多,国际贵金属价格波动剧烈。请各会员提高风险防范意识,继续做好风险应急预案,维护市场平稳运行。同时,提示投资 者做好风险防范工作,合理控制仓位,理性投资。 关于防范贵金属价格波动风险的提示 新闻延伸 多家银行发布贵金属价格波动提示 据央视新闻消息,近日,工商银行、建设银行等多家银行发布提示,近期国内外贵金属价格波动加剧,市场风险提升。建议投资者基于财务状况及风险承 受能力理性投资,合理安排贵金属资产规模。 其中,工商银行时隔5天两度发布风险提示,15日补充道,建议投资者分散配置,避免单一重仓黄金,通过定投等方式配置黄金资产。 2025-10-14 #THD 尊敬的客户: 根据人民银行《黄金积存业务管理暂行办法》(银办发[2018]222号) 规定,参考当前市场情况,我行将 于2025年10月15日起调整积存金产品的购买条件,具体调整情况如下: 1.按金额购买积存金产品或创建积存定投计划时,最小购买金额由850元调整为950元,追加购买金额维 持200元整 ...
核电、稀土、储能、光伏,盘点美股能源转型“七雄”:今年均迎翻倍牛
Feng Huang Wang· 2025-10-16 07:02
Core Viewpoint - Despite the shift away from clean energy policies under President Trump, several publicly listed clean energy stocks in the U.S. are rebounding strongly, outperforming many traditional energy giants. The challenge lies in identifying which stocks may become long-term winners, as only a few companies are currently profitable, while others rely on potential breakthroughs that may take decades to materialize [1]. Group 1: Nuclear Energy - Centrus Energy and Oklo are two notable companies in the nuclear energy sector, with Centrus's stock rising over 550% in 2025 due to government support for nuclear reactor development. Centrus is the first U.S. company authorized to produce high-assay low-enriched uranium (HALEU), a key fuel for next-generation reactors [4]. - Oklo's stock has surged over 700% this year, driven by the promising prospects of its small reactors as reliable clean energy sources for data centers [4]. - Both companies face challenges in converting potential sales into realized revenue, as the long development cycles of new reactors may deter power companies from waiting for delayed deployments [5]. Group 2: Rare Resources - U.S. Antimony Corp and American Resources Corp have also seen significant stock price increases, with U.S. Antimony's stock rising approximately 690% and American Resources up about 390% in 2025. U.S. Antimony focuses on producing antimony for battery storage systems, while American Resources extracts rare earth elements for high-purity materials used in magnets and batteries [6]. - Both companies are supported by the U.S. government and are positioned to benefit from the growing domestic demand for U.S. suppliers, although they may face challenges in expanding outside the U.S. due to Chinese dominance in the same materials [6]. Group 3: Energy Storage - Bloom Energy, which produces fuel cells for on-site power generation, has seen its stock rise over 400% this year, partly due to a partnership with Brookfield Asset Management [7]. - Solid Power, a manufacturer of solid-state batteries for electric vehicles and energy storage networks, has experienced a stock increase of about 275%, with optimistic sales growth expected in the short to medium term due to demand for grid-level batteries [8]. - Both companies face intense competition from peers with similar technological capabilities and may be impacted by a slowdown in energy storage systems and AI data center construction [9]. Group 4: Solar Energy - SolarEdge Technologies, which produces inverters for optimizing solar panel power conversion, has seen its stock rise approximately 200% in 2025. Although not a U.S. company, SolarEdge has rapidly expanded its U.S. manufacturing base and is expected to benefit from strong demand for domestic solar components as the U.S. grid continues to integrate solar systems [10]. - Overall, despite the diverse roles of these seven stocks in the U.S. clean energy sector, investor interest has surged in 2025, benefiting all of them. Each company possesses unique competitive advantages that may enhance their appeal to investors and allow them to capture market share from tech giants and chip manufacturers in the long term [10].
“存款搬家”背后原因找到了
Feng Huang Wang· 2025-10-16 06:16
昨日,人民银行公布前三季度金融数据,持续一段时间的"存款搬家"讨论,其背后原因终于浮出水面。 彼时,市场较为主流的看法是,这意味着居民存款搬家进股市的迹象明显,更多新增资金 正进入股 市。这一判断有一定的历史依据。因为从过去的经验来看,当股市火爆时,非银存款的数据会有明显增 长。 但如今看来,这一推断显然过于简单和武断。公开数据显示,9月份A股整体表现可圈可点,但9月末与 之对应的存款数据变化却是——非银存款大幅回落,居民存款大幅反弹。 前述券商宏观分析师对智通财经记者强调,非银存款一般是指银行吸收的由非银行金融机构(包括证券 公司、保险公司、信托公司、基金公司、理财子、财务公司、保险资管公司等)持有的同业存单,并非 专指证券公司的保证金类存款大幅增加。 有受访银行业内人士告诉记者,相比居民存款利率的持续下行,尽管同业存款的款利率也在下调但依然 相对较高。过去也曾发生过部分存款绕道基金、理财存入同业的情况。这是因为,当居民存款不再高速 增长时,银行需要包括非银同业存单、同业存单等其他方式来扩充负债。 从数据来看,前三季度人民币存款增加22.71万亿元。其中非银行业金融机构存款增加4.81万亿元。相比 7、8月 ...
美国电动汽车大撤退,压力给到特斯拉
Feng Huang Wang· 2025-10-16 05:31
Core Insights - Tesla is facing a decline in market share and demand, with its share in the U.S. electric vehicle market dropping to 43.1% as of September, down from 49% at the end of last year [2] - Traditional automakers like General Motors and Ford are scaling back their electric vehicle ambitions due to policy changes, which may create opportunities for Tesla to regain market share [3][5] - Despite the challenges, Tesla's stock has rebounded over 7% this year, partly due to Elon Musk's significant stock purchases [3] Industry Challenges - The expiration of the federal tax credit for electric vehicles has led to a predicted 50% drop in demand for pure electric vehicles, according to Ford's CEO [1][2] - Major automakers are reporting significant financial impacts, with GM announcing a $1.6 billion write-down related to electric vehicle investments [1] - The overall market for electric vehicles is expected to face a downturn, with analysts predicting a revenue decline for Tesla in Q4 and a potential annual revenue drop for 2025 [4] Tesla's Strategic Focus - Elon Musk is shifting focus towards autonomous taxi services and humanoid robots, which he believes will be crucial for Tesla's future growth [7] - Tesla is attempting to mitigate the impact of subsidy cancellations by introducing simplified, lower-cost versions of its Model Y SUV and Model 3 sedan [2][4] - Despite the introduction of lower-priced models, there is skepticism about their ability to significantly revitalize demand in the current market [4][6]
现货黄金站上4240美元,又一大行“撕报告”:年底看向4400美元
Feng Huang Wang· 2025-10-16 05:23
澳大利亚四大银行之一的澳新银行(ANZ)的分析师在最新研报中表示,在地缘政治和经济不确定性 加剧以及美联储(fed)放松政策的背景下,金价涨势可能会持续下去。 国际金价今年以来一路狂飙。周四早盘,现货黄金站上4240美元/盎司,连续4个交易日创下新高,年内 涨幅超60%。而纽约期金突破4250美元/盎司,日内涨幅达1.2%。 随着黄金价格迭创新高,又一家国际大行上调了黄金目标价,表明金价涨势仍未结束。 澳新银行表示,政治和贸易紧张局势加剧,对美联储独立性的担忧,以及美国债务水平不断膨胀,预计 将使对黄金的投资需求居高不下。 对于另一同样火热的贵金属白银,澳新银行表示,白银可能会跟随黄金的涨势,预计到2026年6月,白 银价格将达到每盎司57.5美元的峰值。 "推动金价上涨的因素也在支撑白银的势头。错失金价上涨机会的投资者,现在正将注意力转向白银, 以寻求投资机会。"澳新银行分析师写道。 本周早些时候,美国银行也将金银目标价双双上调。该行将2026年黄金目标价上调至每盎司5000美元, 白银目标价设定为每盎司65美元,对这两种贵金属的全年均价预测分别为4400及56.25美元。 "尽管人们将当前金价与20世纪8 ...