更多财经视频，请关注视频号"新浪财经" 往期回顾 (3) 连 接 财 富 下 载 新 浪 财 经 客 户 端 据环球网，路透社21日援引消息透露，特朗普政府正考虑批准向中国出口美国芯片制造商 英伟达的H200人工智能芯片。 报道援引知情人士消息称，负责监管美国出口管制的美国商务部正就改变对华出口限制一事 进行审查，并称相关计划可能会发生变动。报道称，美国商务部暂未对此作出回应，英伟达 尚未就此直接置评。 来源： 环球网 ...

11月20日，段永平在雪球上公开发文表示："最近终于再多花了点时间看了很多马斯克的东 西。面对他的那么多厉害的产品， 我上个礼拜和这个礼拜已经开始投点在特斯拉上了，满 意了吧？ 最近几年确实感受到马斯克的厉害，而且他的第一性原理我是很好理解的。不做 朋友但还是可以投资的嘛，反正他也不打球。就当风投吧，我觉得10年后回头看，这个投 资也许是对的。" 一石激起千层浪，网友们对此议论纷纷。面对部分网友的询问，段永平也进行了回应："不 是玩笑，是认真的。" 他直言："现在我不知道有多少家企业在做电动车，就像我们当年做 游戏 机一样，可能有 几百家，卷到最后就剩几家，那几家是赚钱的，但这几百家都是要倒的。所以你现在看到的 电动车大部分都会死掉，这个我可以肯定，谁会活下来我不知道。" 值得注意的是，段永平2018年9月时曾表示，自己也是特斯拉的早期用户，当年他甚至公 开打赌，认为10年后也就是2028年特斯拉股价会低于2018年，也就是股价10年都不会 涨，反而还会跌。 另有网友询问段永平是直接购买股票，还是卖put（看跌期权）。段永平表示："我卖put 了，我很可能会一直卖，除非我又又又改变想法了。目前以卖短期的put ...

Core Viewpoint - The article highlights consumer grievances regarding the ticket refund process on the Qunar platform, particularly in cases of bereavement, indicating potential systemic issues in customer service and compliance with consumer rights [3][5][8]. Group 1: Consumer Complaints - A user, referred to as Ms. Lin, faced difficulties in obtaining a full refund for her flight tickets after the death of a family member, despite the airline's approval for a full refund [3][7]. - Ms. Lin reported that after initially being told her refund request was approved, she was later informed that her submitted documents were insufficient, leading to frustration and confusion [4][7]. - The airline confirmed that the documents provided by Ms. Lin were adequate, raising concerns about Qunar's handling of the refund process [7]. Group 2: Legal Perspectives - Legal experts noted that while there is no specific law governing ticket refunds due to a family member's death, consumer rights laws allow for contract modifications under special circumstances [8][10]. - The concept of "force majeure" was discussed, indicating that while a family member's death may not fit the strict legal definition, it is recognized in practice as a valid reason for refund requests [9][10]. Group 3: Systemic Issues with Qunar - Multiple consumers reported that Qunar unilaterally canceled their tickets without prior notification, despite the flights still operating, leading to significant financial losses as ticket prices surged [12][13]. - Complaints against Qunar have exceeded 190,000, primarily related to refund issues and poor customer service, indicating a broader pattern of consumer dissatisfaction [15]. - The article suggests that Qunar's practices may reflect a prioritization of profit over consumer rights, particularly in the context of refund policies [15].

11月22日，日前霸王茶姬创始人张俊杰本人通过朋友圈证实了婚讯，并透露已于今年6月 登记领证。在感谢公众祝福的同时，张俊杰也表示：此前围绕他婚姻和创业的诸多谣言，让 其本人及家人受到了很大伤害，"有必要站出来说话"。"我郑重声明：在我遇见我妻子（高 海纯）前，从未有过婚姻，也从未发生'茶叶富商残疾女儿'的任何故事。" 受到了制裁,并公开道歉,朋友们可以看看 下面的截屏。以前,我一直觉得清者自清, 没必要占用公共资源发声。但最近谣言再次 发酵,甚至连有些不明真相的朋友也将信将 疑,我觉得有必要站出来说话。一是把事实 讲清楚;二是作为丈夫保护我的妻子,以及 家人,我爱他们,不能看着他们被流言中 伤。 我恳请朋友们不信谣、不传谣;我也希望谣 言远离每一个人,让更多的善意在身边流 淌。 最后,再次谢谢大家的祝贺! 19:10 评论 公开信息显示，张俊杰17岁投身奶茶行业，2017年在昆明创立霸王茶姬。随后8年，霸王 茶姬在全球范围内开设了超过7000家门店，注册会员突破2亿人。2025年4月，这家企业 于纳斯达克上市。 自2024年11月起，网络上关于张俊杰的谣言层出不穷，诸如"娶富豪的残疾女儿生了孩 子"、"拥有万 ...

Core Viewpoint - Starbucks is facing backlash for allegedly misusing user location data for aggressive marketing, raising concerns about privacy and transparency in its data collection practices [2][10][12]. Privacy Policy and User Data Collection - A recent incident involved a user receiving two promotional messages from Starbucks within three minutes, prompting criticism regarding the app's use of precise location data for marketing purposes [3][4]. - The privacy policy of Starbucks only mentions three scenarios for using precise location data: finding nearby stores, ordering, and participating in specific activities, without explicitly stating that location data could be used for promotional pushes [4][9]. - Legal experts have pointed out that Starbucks' privacy policy lacks clarity and accessibility, potentially violating personal information laws [9]. User Reactions and Concerns - Many users expressed discomfort with Starbucks' marketing tactics, fearing misuse of their personal information and emphasizing the need for respect for privacy [10][12]. - The phrase "打工人要的是咖啡自由，不是推送自由" reflects a sentiment that intrusive marketing detracts from the enjoyment of the product [12]. Regulatory Scrutiny and Past Incidents - Starbucks has faced multiple regulatory inquiries regarding its data collection practices, including being summoned by authorities in June 2023 for issues related to user data collection and marketing tactics [12][13]. - Despite these challenges, Starbucks has not yet achieved satisfactory improvements in user privacy protection [13]. Business Expansion Plans - Starbucks plans to expand its stores in China from 8,011 to 20,000, but faces significant challenges due to increasing competition from lower-priced coffee brands [15]. - The company may need to consider launching a new lower-end brand to compete in the mid to low-end market, which raises questions about brand differentiation and maintaining quality [15].

Core Viewpoint - ZARA is facing criticism regarding the excessive number of care labels on its clothing, which consumers find uncomfortable and cumbersome, leading to discussions about potential improvements in label design and customer experience [2][11]. Group 1: Consumer Feedback - Consumers have expressed dissatisfaction with ZARA's care labels, describing them as overly numerous and uncomfortable, with some jokingly suggesting that the labels could be compiled into a book [2][11]. - There are reports of customers damaging clothing while attempting to remove these labels, indicating a significant consumer frustration with the current design [2][11]. Group 2: Company Response - ZARA's customer service stated that the number of label layers is adjusted based on product and washing requirements, aiming to provide detailed care instructions and necessary information [11]. - The company acknowledged the feedback regarding label design and indicated that it would relay this information to relevant departments for consideration [11]. Group 3: Market Challenges - ZARA is experiencing challenges in the Chinese market, having closed several stores in major cities, including locations in Shanghai and Shenzhen, as part of a broader strategy adjustment since early 2021 [11]. - The rise of domestic fast fashion brands and changing consumer preferences are contributing to ZARA's struggles in maintaining its market position in China [11]. Group 4: Financial Performance - In the first half of the 2025 fiscal year, Inditex reported a 1.6% increase in sales to €18.357 billion, with ZARA contributing €13.15 billion, showing a slight revenue increase of 0.9% compared to the previous year [12]. - Inditex's market share distribution indicates that Europe remains its largest market, accounting for 50.7%, while the Americas and Asia represent 17.8% and 16% respectively [12].

Core Viewpoint - The Ministry of Human Resources and Social Security has released opinions to clarify the implementation of the Work Injury Insurance Regulations, aiming to better protect the legitimate rights and interests of employees and employers [2]. Group 1: Work Injury Recognition - The opinions specify five scenarios for work injury recognition, including medical malpractice during treatment, injuries while working from home, and non-responsible traffic accidents during commutes [3]. - Commuting is defined as traveling between the workplace and residence within a reasonable time and route, including trips to family residences [4]. - Reasonable time and route considerations exclude personal activities or handling private matters during commutes [5]. Group 2: Home Office Work Injury Recognition - Injuries sustained while working from home, as arranged by the employer, can be recognized as work injuries if there is sufficient evidence proving the injury was work-related [6]. - Simple communication via modern tools like WeChat or email does not qualify as work-related injuries due to their temporary and incidental nature [6]. - Sudden illnesses at home may be considered work-related if they are proven to be in line with the employer's requirements and significantly occupy the employee's rest time [6]. Group 3: Non-Recognition of Work Injuries - Injuries resulting from the employee's intentional criminal acts, intoxication, drug use, self-harm, or suicide are not recognized as work injuries [7]. - For non-responsible traffic accidents, recognition depends on legal documents from traffic management authorities or court rulings [7]. - Medical malpractice outcomes that are not caused by work accidents or occupational diseases do not fall under the work injury insurance fund [7]. Group 4: Labor Relationship Confirmation - The social insurance administrative department must confirm the labor relationship when deciding on work injury recognition applications [8]. - In cases of disputes, applicants are advised to seek confirmation through arbitration or litigation [8]. - The department is required to accept applications for work injury recognition from workers in illegal subcontracting situations, thereby protecting their rights [8].

据 津云新闻 19日报道，记者从中国裁判文书网获悉，2024年10月15日，曹某入职上海某 有限公司任会计，双方未签订书面劳动合同，约定月工资8000元，当月15日至31日出勤 13天。 二审法院指出，曹某11月1日到岗、2日至3日为休息日，公司4日即以旷工为由解约，即便 按其所述制度，也未达"旷工2天" 的辞退条件；公司以主观推测抗辩，且 "双休日工作属常 态" 的观点与法律规定相悖。最终依照《中华人民共和国民事诉讼法》第一百七十七条第一 款第（一）项规定，判决驳回上诉、维持原判，二审案件受理费10元由某公司负担。 来源：津云新闻 更多财经视频，请关注视频号"新浪财经" 往期回顾 2024年11月1日，曹某9时到岗，10时17分暂离，中午返回；2日至3日为法定休息日。11 月4日8时58分，曹某以妻子孕37周需陪护申请10天陪产假（据《上海市计划生育奖励与补 助若干规定》，符合条件男方可享该假期），公司当即拒批，9时06分以其11月1日 "旷 工" 为由解约。11月5日曹某补交书面假条，公司以不符合规定拒绝，并告知已解约。 2024年12月9日，曹某申请劳动仲裁，要求支付 2024 年10月15日至11月1 ...

Core Insights - The high-end lingerie brand, Triumph, is set to completely withdraw from the Chinese mainland market by December 31, 2025, as confirmed by multiple store employees [2] - The brand has a long history in China, starting its operations in 1979 and establishing a local production system by the early 2000s [4] Market Dynamics - The withdrawal of Triumph reflects significant changes in the Chinese lingerie market over the past decade, with consumer demand shifting from "shaping" to "comfort" [5] - The market share of non-underwire bras is projected to reach 68% by 2024, a 42 percentage point increase since 2018, while Triumph has primarily focused on underwire products [5] - Local brands like ubras and NEIWAI have rapidly gained market share by emphasizing "non-underwire" and "zero constriction" products, with ubras achieving over 2 billion yuan in annual sales within five years [5] Sales Channels - The online sales channel has become crucial for brands to reach consumers effectively, with e-commerce platforms providing the ability to target specific customer groups and meet diverse consumer needs [5] - The Chinese women's lingerie market is expected to see a growth rate of 7%-8% in 2025, with e-commerce sales experiencing a year-on-year increase of 44.75% [5]

Core Viewpoint - The recent management reshuffle at Pang Donglai Commercial Group, led by Chairman Yu Donglai, indicates a significant structural upgrade within the company, reflecting a shift towards a more empowered leadership team while maintaining Yu's role as the primary decision-maker and spiritual leader [1][5][12]. Management Reshuffle - Yu Donglai has stepped down as General Manager but remains Chairman and holds 69.96% of the shares, indicating he is still the legal representative and actual controller of the company [5][6]. - Several board members, including Guo Juntao, Wang Lizeng, He Yu, and Chang Yuqing, have exited, while new appointments include Fang Yajun as a director and Feng Yanjun as the chairman of the supervisory board [5][7]. - The changes are seen as the most significant structural upgrade in recent years, with a focus on enhancing governance [5][6]. Recruitment and Business Strategy - Pang Donglai is actively recruiting for two English-Chinese translator positions, with a salary of no less than 500,000 yuan, suggesting a potential interest in expanding international communication, although there are no immediate plans for overseas store openings [9][11]. - As of November 19, 2025, the company reported a total sales revenue of 20.661 billion yuan, with a year-on-year increase of over 20% [9][12]. - Yu Donglai previously aimed to limit sales growth to 20 billion yuan for the year to avoid overburdening employees, but the company has exceeded this target [11][12].