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盒马、京东紧急提醒
Xin Lang Cai Jing· 2025-11-20 15:23
直接挂在门把手上 扫码后会出现客服页面 近日 多位网友在社交媒体发文表示 收到了盒马鲜生免费试吃卡 甚至有人称所在小区每层每户都有 客服称"盒马鲜生邀请新老客户 参与试用试吃活动" 并要求提供姓名、手机号、 收货地址等信息 还有客服诱导下载App 不少网友表示 卡片看起来样式精美、很真实 扫码后才察觉异常 除了盒马鲜生外 也有网友表示收到了 永辉超市、大润发等 知名超市的试吃卡 还有网友称收到了京东礼盒 礼盒中包含一套碗和几张京东的礼品卡 这些试吃卡、礼品卡 都是假的! 盒马相关负责人回应称,目前盒马未开展此类活动,请消费者务必提高警惕,切勿轻信此类信息,如有 任何关于盒马活动的疑问及需要核实真假,可咨询盒马客服。 朴朴超市相关负责人表示,公司未开展此类活动,官方账号已对此事做出提示。 永辉超市则表示,近期关注到有不明组织冒用永辉名义发放虚假"1000元购物卡""永辉试吃卡"等,此类 活动并非永辉官方举办,相关卡片也非永辉发行。 京东客服回应称,京东礼品卡赠送活动是假的。 如果消费者"扫一扫",会是什么结果呢?调查发现,仍旧是被警方多次澄清的"送礼"骗局:"客服"会将 消费者拉入"刷单群"或"投资群",表示要 ...
京东云:深度融合智能体和编码平台,构建AI开发新范式
深度应用为核,重塑AI生产力。11月20日,京东云城市大会在南京举行。会上,京东云展示JoyAI大模型领先技术和应用实践,持续升级JoyAgent智能体 等五大平台,以及覆盖具身智能、医疗、金融、政务的四大行业解决方案,以Agent+Coding双轮驱动的AI开发新范式,助力企业加速落地深度应用,重 塑AI生产力。 京东集团技术委员会主席、京东云事业部总裁曹鹏表示,"Agent+Coding的AI开发新范式,正在成为AI应用开发的主流,这种以Agent简化代码、代码反哺 Agent的闭环,将让AI开发越来越自动化、智能化,最终实现'从开发者少写代码,到开发少写代码'。同时,大规模应用爆发,也将推动AI基础设施迈向 标准化,AI Infra 1.0已开启。" Agent+Coding深度协同 构建AI开发新范式 虽然"超级应用"还有距离,但聚焦企业端的"深度应用"已奔涌而至,AI应用正在从单点应用,转向全业务流程渗透,一种新的AI开发范式也随之涌现。 京东云将JoyAgent智能体平台与JoyCode智能编码平台紧密协同,构建支持深度应用的AI开发新范式。JoyAgent所提供的智能体、AI算法库等原子能力, ...
中国即时零售服务行业销售现状及未来前景分析报告2025-2031年
Sou Hu Cai Jing· 2025-11-20 11:59
中国即时零售服务行业销售现状及未来前景分析报告2025-2031年 【全新修订】:2025年11月 【出版机构】:中赢信合研究网 1 即时零售服务市场概述 1.1 产品定义及统计范围 1.3 从不同应用,即时零售服务主要包括如下几个方面 1.3.1 不同应用即时零售服务全球规模增长趋势2019 VS 2025 VS 2031 1.2.2 自配送 1.2.3 三方配送 1.3.2 食品饮料 1.3.3 果蔬生鲜 1.3.4 日化医药 8.4.1 永辉超市基本信息、即时零售服务市场分布、总部及行业地位 8.4.2 永辉超市公司简介及主要业务 8.4.3 永辉超市 即时零售服务产品规格、参数及市场应用 8.4.4 永辉超市 即时零售服务收入及毛利率(2019-2025) 8.4.5 永辉超市企业最新动态 8.5 山姆 8.5.1 山姆基本信息、即时零售服务市场分布、总部及行业地位 8.5.2 山姆公司简介及主要业务 8.5.3 山姆 即时零售服务产品规格、参数及市场应用 8.5.4 山姆 即时零售服务收入及毛利率(2019-2025) 8.5.5 山姆企业最新动态 8.6 大润发 8.6.1 大润发基本信息、即时零 ...
国产化!京东云破局:渐进式“真替真用”
Zheng Quan Shi Bao· 2025-11-20 10:43
Core Insights - The article emphasizes the successful path taken by JD Cloud in the context of domestic chip and software development, highlighting the shift from policy-driven to market-driven approaches by 2025 [1][14] - JD Cloud's methodology of "gradual true replacement" is gaining traction as a practical model for domestic innovation, focusing on real business scenarios to validate technology [4][6] Group 1: Domestic Chip and Software Development - By 2025, domestic chips are expected to account for 40% of the market, with a notable increase in the performance of domestic software stocks [1] - The AI industry in China is transitioning from "usable" to "usable and effective," with AI workloads projected to dominate cloud computing by 2029 [1][10] Group 2: Challenges in Domesticization - The main challenges in domesticization are categorized into three areas: usability, controllability, and trustworthiness [2][3] - Usability issues arise from the need for stability in high-demand environments, particularly with the coexistence of X86 and ARM architectures [2] - Controllability concerns involve hidden costs related to software restructuring and personnel training, which can delay domesticization efforts [3] - Trustworthiness is critical, as businesses cannot afford the risks associated with complete system overhauls [3] Group 3: JD Cloud's Approach - JD Cloud's strategy includes multi-chip management to ensure system availability despite individual chip failures [5] - The gradual replacement strategy allows for controlled risk and cost management by starting with small-scale pilot projects [5] - JD Cloud leverages real business scenarios to refine its hardware and software solutions, ensuring continuous upgrades [5][9] Group 4: Technological Advancements - JD Cloud's JoyScale AI computing platform integrates various domestic chips, providing efficient computing solutions validated through extensive real-world testing [12] - The JoyBuilder model development platform enhances training and inference speeds while significantly reducing application costs [13][14] - Data security is prioritized through the use of national encryption standards and secure sandbox technologies, ensuring compliance and safety [14] Group 5: Market Perception and Future Outlook - The market's perception of domesticization is shifting from mere availability to the effectiveness and value of solutions [14] - By 2025, the focus will transition from policy-driven initiatives to commercially viable solutions that withstand extreme testing scenarios [14] - Companies like JD Cloud, which continuously enhance their capabilities, are expected to thrive in the competitive landscape of digital sovereignty [14]
国产化!京东云破局:渐进式“真替真用”
证券时报· 2025-11-20 10:40
京东云这条路走对了。 2025年,国产化已从政策议题演变为资本市场的核心主线。TrendForce数据显示,2025年国产芯片预期占比将提升至40%,加之近来国产软件板块持续发力,相关概 念股逆势表现活跃。在"安全可控"成为数字基建底层逻辑的背景下,市场不再满足于概念炒作,而是聚焦于真正具备落地能力的技术路径与商业闭环。 当大模型迈入全栈国产化时代,中国AI产业正从"能用"向落地深度应用要"好用"跃迁。Gartner预测到2029年,AI工作负载将占据云计算的50%,这意味着未来几年 AI将成为云技术发展的核心驱动力。数智化水平的提升,不仅倒逼算力基础设施升级,更对系统的可用性、可控性和可信度提出前所未有的挑战。 在此过程中,京东云以"渐进式真替真用"为方法论,依托万亿级真实业务场景打磨技术底座,其路径选择正引发行业广泛关注。 国产化三大关卡:可用、可控、可信 多位信创领域专家指出,当前国产化推进的最大瓶颈并非技术空白,而是生态割裂与迁移成本过高。"很多企业愿意支持国产,但不敢'一步到位'。"一位行业人士 坦言,"一旦核心系统停摆几小时,损失可能远超替代收益。" 三是"可信"鸿沟。企业无法承受"推倒重来"的风 ...
京东云:推出“Agent+Coding”开发新范式,开源全新多模态RAG技术
Xin Lang Ke Ji· 2025-11-20 10:33
京东云将JoyAgent智能体平台与JoyCode智能编码平台紧密协同,构建支持深度应用的AI开发新范式。 JoyAgent 所提供的智能体、AI算法库等原子能力,可直接被JoyCode调用和集成;JoyCode生成的应用 可反馈至JoyAgent,用于优化智能体行为与知识模型,两者通过AI Store实现无缝协同,形成持续进化 的闭环,开发者可灵活组合智能体能力与编码逻辑,快速构建复杂、深度定制化的AI应用。 此外,京东云正式推出具身智能行业解决方案,通过提供从万卡算力到实战工具的全套平台,服务具身 智能企业从模型训练与具身Agent开发的全流程。同时,依托京东自研的JoyInside附身智能,为智能体 注入环境感知、语音交互与动作规划的核心能力。 责任编辑:何俊熹 新浪科技讯 11月20日晚间消息,今日,京东云在行业内首次推出"Agent+Coding"双轮驱动的开发新范 式,宣布开源全新的多模态RAG技术,以实现多元异构数据的快速治理与高效应用;并升级了JoyAgent 3.0,使其获得了突破性的跨平台与多智能体协同能力。 京东集团技术委员会主席、京东云事业部总裁曹鹏表示,"Agent + Coding ...
哪个电商平台假货比较少?一个坏消息,一个好消息
Sou Hu Cai Jing· 2025-11-20 10:10
哪个电商平台假货比较少?答案有点扎心 昨天和一头部电商平台的妹妹吃饭,没忍住问了句:"哪个平台的假货比较少?" 妹妹很坦诚地告诉我:"我知道你心里的答案是京东自营、天猫和我们家,或者买贵的,但我告诉你都不是。" 我是很爱在京东上买东西的,媳妇更喜欢在天猫和一特卖平台购物。问这问题的原因不是想做侠士打抱不平,而是不想自己搬砖的血 汗钱去喂了狗。 妹妹给我解释说:"最近九牧假货的事闹得很凶,你知道吧?" 她说的是不少网友在吐槽京东平台卖假货的事。 在小红书上,有网友发文称,这两天我家里面的智能马桶坏了,找了厂家九牧售后过来维修,说我是假货,我这个货是在京东正规平 台上买的,怎么会是假货呢?现在京东平台也卖假货了吗? 一查,发现反馈京东买到九牧假货的网友不少,还有网友反馈买到的假苏泊尔、假小米、假NFC果汁、假奔驰原厂发动机油等各种假 货。 尽管不少厂家给出了"那家店在京东没有授权"和假货鉴定,但普遍维权的结果是退款和赔偿100-200元,很少能退一赔三。 那买自营的会不会好点呢? 妹妹说,买自营的问题在于,堆在自营仓里的是厂家还是店铺的货,店铺的货如果品控不严,那就没办法保证是真货。"百亿补贴""限 时秒杀"等流 ...
较10月高点回撤超15%,恒生科技怎么了?资金为何逆势流入?
Xin Lang Cai Jing· 2025-11-20 09:09
Core Insights - Since 2025, the Hong Kong stock market, led by technology and innovative pharmaceuticals, has been on the rise, with the Hang Seng Technology Index reaching a recent high of 6715.46 on October 2, and the Hang Seng Index showing a gain of over 30% [1][3] - However, in less than two months, the Hang Seng Technology Index has experienced a continuous adjustment, with a maximum drawdown exceeding 15%, and a recent five-day losing streak [1][3] - Despite the market pullback, southbound capital has accelerated its inflow, with a net purchase exceeding 1.3 trillion HKD this year, and cumulative net inflow surpassing 5 trillion HKD, setting a historical record [1][7] Market Dynamics - The recent pullback in the Hong Kong stock market's technology sector is attributed to multiple factors, including persistent concerns over an "AI bubble," a cooling concept of interest rate cuts by the Federal Reserve, and escalating tariff conflicts, which have led to a systematic devaluation of technology stocks [3][4] - Additionally, as the year-end approaches, there is a shift in investment focus towards dividend-paying assets like banks and non-bank financials, rather than high-volatility technology stocks [4] Financial Performance - Nvidia's strong Q3 earnings report, showing a revenue of 57 billion USD (up 62% year-on-year) and a Q4 revenue outlook of approximately 65 billion USD, may help alleviate market concerns regarding the "AI bubble" [5] - Major Hong Kong technology companies have also reported robust Q3 earnings, indicating resilience in the face of global economic disruptions, with highlights including Tencent's revenue of 192.9 billion CNY (up 15%) and Xiaomi's revenue of 113.12 billion CNY (up 22.3%) [6][5] Investment Outlook - Looking ahead to 2026, several institutions remain optimistic about the mid-to-long-term prospects of the Hong Kong technology and internet sectors, driven by the AI wave and supportive policies [7] - The inflow of southbound capital is unprecedented, with insurance and public funds driving a dual strategy of "technology growth + high dividend yield" [7][8] - The Hang Seng Technology Index is currently at a historical low valuation, with a PE ratio of 23.09, significantly lower than the Nasdaq's 42.5, indicating a strong value proposition for long-term investors [9][8] ETF Performance - The inflow of funds has led to a rise in the scale of related ETFs, with the Hang Seng Technology Index ETF exceeding 46 billion CNY and the Hang Seng Internet ETF nearing 34 billion CNY [8][9] - The current market environment, characterized by improving liquidity and low valuations, presents a favorable opportunity for long-term investment in Hong Kong's technology sector [10]
当毕业生不再加入仪器公司:清华大学精密仪器系就业光荣榜流出
仪器信息网· 2025-11-20 09:09
特别提示 微信机制调整,点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们的推送。 日前,小编在某社交平台看到一位网友曝出清华大学精密仪器系研究生就业光荣榜。 其中绝大多数毕业生流向了政府、高校、科研院所和国有企业,只有少数学生去到了民营企业,而这些民营企业又以华 为、腾讯、京东这类大厂为主,真正做科学仪器的又是凤毛麟角。 当仪器专业的"高材生"都不再从事仪器行业,国产仪器怎么腾飞? 面对这个光荣榜,网友众说纷纭: 网友A陷入反思: 进研究所:求稳,失望!不进研究所进大厂:全是为了钱!出国:人才外流!反思! 网友B在为清北鸣不平 :那么多科研所博后的,骂人家精致主义,那么多大厂的,骂人家求稳耻辱,清华好难,这大 概就是他们不愿意读清华的原因吧,怕被骂。 网友C说 :能看出来就业环境真的很差。 可是小编认为,不是就业环境差,我们有很多优秀的科学仪器公司,只是大家开出来的 薪水不如大厂 、 稳 定 性不如 高校科研 、 上升的空间又比不了政府事业单位 。就业最终还是为了生活,谁不想要更好的生活呢? 最后,小编对这个光荣榜进行了整理(姓名和导师已隐去)。 | 学 | 就业去向单位 ...
华金证券:双11全网电商销售额稳增长 零售生态与技术融合深度变革
智通财经网· 2025-11-20 08:40
Core Insights - The 2025 Double 11 shopping festival is set to start earlier, showcasing a long-cycle normalization trend, with e-commerce platforms simplifying promotional rules to boost user engagement in October [1][2] - The overall retail sales during the Double 11 period are projected to reach nearly 1.8 trillion yuan, marking a year-on-year growth of over 10%, and a staggering increase of approximately 35,000 times since the inaugural event in 2009 [1] Group 1: E-commerce Growth and User Engagement - The early launch of the Double 11 marketing campaign has led to a synchronized increase in user scale across platforms, with significant growth in monthly active users for major apps like Taobao, Douyin, Pinduoduo, and JD [2] - As of October 2025, the monthly active user counts for these platforms reached 1 billion for Taobao, 948 million for Douyin, 720 million for Pinduoduo, and 648 million for JD, indicating robust user engagement [2] Group 2: Strategic Shifts and AI Integration - E-commerce platforms are transitioning towards a comprehensive ecosystem, integrating AI technologies throughout the consumer journey, with Taobao launching six AI shopping applications and JD implementing advanced logistics solutions [3] - JD's user orders increased by over 117% year-on-year, while the overall order volume grew by more than 125%, reflecting the effectiveness of their new strategies [3] Group 3: Instant Retail and New Consumption Drivers - Platforms are exploring instant retail strategies to drive new consumption growth, with Meituan reporting an average daily order volume of 14 million for its flash purchase service [4] - Taobao's flash purchase initiative has already attracted over 1 million new users during the Double 11 period, with significant sales growth in non-food brands [4] Group 4: Investment Opportunities - Companies to watch include BlueFocus Communication Group, InGravity Media, Tianyu Digital Technology, Chinese Online, Tianxia Show, and Zhidema, indicating potential investment opportunities in the evolving e-commerce landscape [5]