Group 1 - The core theme of the report by Jefferies is that artificial intelligence will continue to be the primary focus of the Chinese internet market through 2026, followed by the defensive entertainment sector and the rapidly growing tourism industry [2][5] - The report highlights that the market has factored in recent consumer sentiment and monthly Gross Merchandise Volume (GMV) growth, with a year-on-year increase of 7.5% in GMV for the September quarter, and growth rates of 4.9% and 1.5% for October and November respectively [2][5] - Jefferies identifies Alibaba-W (09988) and Tencent Holdings (00700) as the top picks in the internet sector, followed by Baidu Group-SW (09888), Trip.com Group-S (09961), NetEase-S (09999), Kuaishou-W (01024), Tencent Music-SW (01698), JD Group-SW (09618), and Meituan-W (03690) [2][5] Group 2 - The focus in the fast e-commerce sector is shifting from low Average Order Value (AOV) orders to high AOV orders, as the latter offers better unit economics in a healthy industry environment [2][5] - Kuaishou's AI-generated video model "Keling AI" has launched several new products, and analysis indicates that its motion control feature has gained popularity in overseas markets since late December and into January, with expectations that Kuaishou's Q4 performance will meet projections [2][5]

（来源：智通财经） 据新黄河报道，1月12日，有携程大量员工收到以公司名义发送的 "离职通知" 短信。该短信以 "XX你 好，感谢一路相伴" 开篇，告知员工可通过手机号登录内部沟通软件trappal，让不少接收者产生 "被离 职" 的误解。 晚间，携程方面有关人士称，"全员离职信"系内部操作乌龙，一位二级部门HR操作失 误，仅对其部门发送。事件发生后，携程还通过内部OA等渠道向员工澄清情况，不存在全员离职计 划，并向受影响员工致歉。据了解，携程内部沟通软件，将从此前trappal改为飞书。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...

此外，误操作的相关员工今天一直在自责，团队已为其申请带薪假期并赠送解压小礼物，待其心情平复后恢复上岗。 另据新黄河大鱼财经报道，携程方面有关人士称，事件发生后，携程还通过内部OA等渠道向员工澄清情况，不存在全员离职计划，并向受影响员工致 歉。据了解，携程内部沟通软件，将从此前trappal改为飞书。 截至发稿，携程官方未作回应。 1月12日，21财经《辟谣财知道》注意到，有消息称"携程误发全员离职通知""所有员工都收到了离职信"，更有网友联想到该离职信为"年底大裁员草 稿"，相关话题登上微博热搜榜第一。 对此，21财经《辟谣财知道》记者从携程内部知情人士处了解到，"实际情况是二级部门失误，短信发给了该二级部门员工，并非全员发送。" 听说携某程所有 员工都收到了 离职信？？ ? 蹲个后续 ...

记者丨刘雪莹 编辑丨曾静娇 视频 丨王学权 1月12日，21财经《辟谣财知道》注意到，有消息称"携程误发全员离职通知""所有员工都收到 了离职信"，更有网友联想到该离职信为"年底大裁员草稿"，相关话题登上微博热搜榜第一。 对此，21财经《辟谣财知道》记者从携程内部知情人士处了解到， "实际情况是二级部门失 误，短信发给了该二级部门员工，并非全员发送。" 此外，误操作的相关员工今天一直在自责， 团队已为其申请带薪假期并赠送解压小礼物 ，待 其心情平复后恢复上岗。 另据新黄河大鱼财经报道，携程方面有关人士称，事件发生后，携程还通过内部OA等渠道向 员工澄清情况，不存在全员离职计划，并向受影响员工致歉。据了解，携程内部沟通软件，将 从此前trappal改为飞书。 截至发稿，携程官方未作回应。 （图为网络帖子） SFC 出品 | 2 1财经客户端 2 1世纪经济报道 光伏锂电出口退税将取消 ，有代理商称现货5分钟被抢光 算力巨头闯关IPO，估值超600亿 又一黄金ETF暂停申购，黄金站上4600美元，白银涨幅领跑 21君荐读 ...

1月12日，有消息称"携程误发全员离职通知""所有员工都收到了离职信"，更有网友联想到该离职信 为"年底大裁员草稿"，相关话题登上微博热搜榜第一。据携程内部知情人士处了解，"实际情况是二级 部门失误，短信发给了该二级部门员工，并非全员发送。"此外，误操作的相关员工今天一直在自责， 团队已为其申请带薪假期并赠送解压小礼物，待其心情平复后恢复上岗。截至发稿，携程官方未作回 应。（21财经） ...

截至发稿，携程官方未作回应。 （文章来源：21世纪经济报道） 1月12日，21财经《辟谣财知道》注意到，有消息称"携程误发全员离职通知""所有员工都收到了离职 信"，相关话题登上微博热搜榜第一。 对此，21财经《辟谣财知道》记者从携程内部知情人士处了解到，"实际情况是二级部门某员工失误， 将短信发给了该二级部门员工，并非全员发送。" 此外，误操作的相关员工今天一直在自责，团队已为其申请带薪假期并赠送解压小礼物，待其心情平复 后恢复上岗。 ...

Core Viewpoint - Ctrip experienced a significant internal communication error where many employees received misleading "resignation notice" messages, causing confusion about potential layoffs [1][2]. Group 1 - The misleading messages began with "XX hello, thank you for your companionship" and instructed employees to log into the internal communication software trippal, leading to misunderstandings about being laid off [1][2]. - The incident was clarified as a result of an internal system operation error, not an actual layoff or resignation plan [1][2]. - Following the incident, Ctrip communicated through internal OA and WeChat to clarify the situation, stating that it was a mistake during a system testing phase and apologized to the affected employees [1][2].

Core Insights - The role of travel customization specialists is emerging as a new "safety net" job for white-collar workers facing unemployment, similar to positions in ride-hailing, food delivery, and insurance sales [1][4] - The demand for travel customization specialists is significant, with companies like Ctrip planning to recruit 10,000 specialists in collaboration with 1,500 suppliers in 2023 [1][4] Group 1: Job Characteristics - Travel customization specialists can work full-time or part-time, offering flexibility and low entry barriers [4] - The job primarily involves sales, where specialists interact with clients on platforms like Ctrip and Fliggy, fulfilling travel requests by coordinating with suppliers [4] - Training for new specialists is minimal, requiring only 48 hours to become proficient, focusing on customer follow-up and transaction facilitation [4] Group 2: Income Potential - Monthly salaries for travel customization specialists typically exceed 8,000 yuan, with some companies advertising potential earnings of over 50,000 yuan [5] - Actual earnings vary widely; for instance, Ctrip specialists in Kunming earn an average of 12,000 yuan, while those in Lijiang average around 8,000 yuan [9] - High-end specialists, who do not rely on platforms and cater to affluent clients, can earn significantly more, with monthly incomes reaching up to 100,000 yuan [9] Group 3: Market Trends - The travel customization sector is growing, driven by a shift from traditional group tours to personalized travel experiences [13] - Major platforms like Ctrip, Tongcheng, and Fliggy are expanding their offerings in customized travel, indicating a robust market demand [13] - The profession is attracting many unemployed white-collar workers, highlighting its potential as a viable career path [13]

Group 1: Company Innovations - The "氛子药局" is a new store by the 72-year-old brand, 第一医药, which combines traditional medicine with modern aesthetics, attracting a younger demographic [1] - The store features a unique design with a "day coffee, night bar" concept, transforming from a health drink space during the day to a social venue at night, while traditional medicine sales are located on the second floor [1] - The store has exceeded expectations in terms of customer traffic and sales within the first month of operation [1] Group 2: Market Trends - Young consumers are increasingly valuing experiential offerings, leading to a shift in how traditional brands like 第一医药 engage with their audience [2] - The restaurant industry in Shanghai is seeing a surge in new openings, with 498 new dining establishments launched by October last year, indicating a strong growth in the first-store economy [2] - The introduction of innovative dining experiences, such as the immersive dining experience led by a virtual chef, highlights the growing demand for unique culinary experiences among both domestic and international tourists [3][4] Group 3: Consumer Behavior - The average daily booking volume for the new restaurant concept is continuously increasing, with a significant portion of customers being international tourists [4] - The integration of cultural elements into dining experiences is enhancing the appeal of Shanghai as a culinary destination, attracting more visitors and encouraging further expansion into other cities [4]

Core Insights - The 2026 Guizhou Inbound Tourism Supplier Conference and Ctrip Global Partner Conference was held in Guiyang, showcasing Guizhou's tourism potential and fostering global industry collaboration [1][3][19] - Guizhou's tourism market is experiencing strong growth, with online reception numbers and total revenue expected to multiply by 2025 compared to 2019-2020, and inbound tourism consumption growth exceeding 50% in the past two years [3][19][21] - The launch of the 2026 Guizhou Inbound Tourism Cooperation Plan aims to enhance the "Colorful Guizhou" brand's recognition and influence in international markets [7][24][26] Group 1: Event Overview - The conference featured approximately 2,400 domestic and international tourism representatives, emphasizing immersive experiences of China's cultural tourism [1][19] - Key government and industry leaders, including Guizhou's Vice Governor and Ctrip executives, participated in discussions on the future of tourism [1][3][19] Group 2: Tourism Development - Guizhou is transitioning from sightseeing tourism to cultural and immersive travel experiences, focusing on themes like "Ecological Secrets," "Cultural Islands," and "Heartfelt Experiences" [5][22] - New tourism formats such as "Village Super" and outdoor sports are emerging, showcasing the region's vibrant tourism landscape [3][19] Group 3: Technological Innovations - Ctrip's executives highlighted the role of AI as a core growth engine for the tourism industry, facilitating a shift from "service finds people" to "people find service" [11][28] - Innovations in operational and sales models for tourism businesses are being driven by AI, including automated customer service systems and personalized video content generation [11][28][31] Group 4: Strategic Collaborations - The conference served as a platform for global tourism partners to enhance trust and cooperation, aiming to inject new momentum into China's high-quality tourism development [9][26][33] - Ctrip plans to collaborate with Guizhou to ensure the stable and healthy development of the local tourism market through innovative technology and governance mechanisms [16][35]