作为聚会宴席上的"重头戏"，大闸蟹一直是电商平台紧抓的流量品类。多个电商平台已推出大闸蟹消费专区来吸引用户购买，促销蟹卡、大闸蟹礼盒。 北京商报记者丨何倩 中秋国庆"双节"来临，亲朋聚会增多，大闸蟹在电商平台热销。9月29日，北京商报记者从多家电商平台获悉，临近节假日，加之阳澄湖等重点产区大闸 蟹陆续上市，部分平台大闸蟹"双节"期间销量将较节前增长4—5倍，蟹卡GMV同比增长超三成。部分专业人士认为，9月消费市场呈现出强烈的节点属 性。投入全自动小件分拣、承包养殖基地、拓展原产地采购……一只大闸蟹从蟹塘到门店直到餐桌，背后也是一场供应链韧性的比拼。 作为聚会宴席上的"重头戏"，大闸蟹一直是电商平台紧抓的流量品类。多个电商平台已推出大闸蟹消费专区来吸引用户购买，促销蟹卡、大闸蟹礼盒。以 叮咚买菜为例，消费者购买两只鲜活黄河口盐田大闸蟹（母蟹）可享优惠，阳澄湖大闸蟹蟹卡则降价11—111元不等。 "黄河口大闸蟹表现尤为亮眼，节前销量已实现同比约2倍增长。"据叮咚买菜相关负责人预计，大闸蟹"双节"期间销量将较节前增长4—5倍，达到年内销 售最高峰。据了解，叮咚买菜还在挖掘传统产区外的特色地域大闸蟹系列，包括新疆的天 ...

新华财经北京9月29日电 29日，消费平台"什么值得买"发布9月消费关键词：礼赠、换季、家装。 9月，国庆与中秋双节临近，礼赠市场逐步升温。今年消费者礼赠选择呈现多元化趋势，从传统"舌尖好 味"到"健康好物"，共同撑起礼赠消费场景。其中，大闸蟹作为中秋家庭聚餐与送礼经典之选，已于近 期迎来消费旺季，"什么值得买"平台内蟹卡GMV（商品交易总额）同比提升37.13%。健康类礼品的崛 起，成为今年礼赠市场的一大亮点。智能手表、血糖仪等健康监测工具GMV同比分别增长34.96%、 39.07%。黄金作为送礼"硬通货"，9月相关消费依然保持强劲势头，平台内，周大生、老庙黄金、中国 黄金GMV分别增长55.03%、39.14%和18.42%，经典款式持续受青睐。今年热度持续攀升的老铺黄金， 凭借年轻化设计吸引了不少年轻群体，搜索量同比增长40.13%。 9月气温回落，加之假期临近，让消费者需求围绕"换季"与"出游"双向展开，驱动服饰、运动、护肤三 大品类协同增长。其中，女装品类GMV同比增速达96.58%，风衣、针织衫、卫衣等秋季单品销量领 先。此外，运动消费热度攀升，呈现室内塑形+户外锻炼双线并行的态势。数据显示，9 ...

Core Insights - AI is increasingly influencing shopping behaviors, prompting e-commerce players to adopt AI technologies, as seen with platforms like Taobao, JD.com, and Meituan [2][3] - Zhidao Technology is launching its AI shopping assistant "Zhang Dama" to differentiate itself in a competitive market, aiming to provide cross-platform services [3][4] Group 1: Company Strategy - Zhidao Technology's strategy focuses on differentiation and cross-platform capabilities to address consumer pain points in shopping [3][5] - The launch of "Zhang Dama" represents a strategic evolution, enhancing user engagement and shopping experience through AI [3][4] Group 2: Market Positioning - The AI agents from major e-commerce platforms are typically limited to their ecosystems, creating a demand for cross-platform solutions among users [4][6] - "Zhang Dama" aims to fulfill this demand by enabling price comparisons and shopping across different platforms [4][6] Group 3: Development Background - "Zhang Dama" evolved from previous products, reflecting Zhidao Technology's understanding of consumer needs and market trends [6][9] - The company recognizes the importance of open-source and collaborative approaches in the development of AI agents, aligning with industry trends [7][8] Group 4: Future Outlook - The collaboration with Huawei and other partners indicates Zhidao Technology's commitment to expanding its capabilities and market reach [8][9] - As "Zhang Dama" matures, it is expected to enhance its value proposition and establish a significant presence in the AI-driven e-commerce landscape [9]

Core Insights - AI is transforming the shopping experience from "assisted decision-making" to "autonomous execution" with the launch of the "Zhang Dama" app by Zhidao Technology [1] - The app aims to automate various consumer scenarios, including product recommendations and price comparisons, using advanced technologies [1][3] - Major competitors like Meituan and JD.com are also developing their AI assistants, indicating a growing competitive landscape in the AI + consumption sector [1][4] Company Overview - Zhidao Technology's "Zhang Dama" app was publicly tested in September after an initial Android version was released in May [1][3] - The app focuses on cross-platform capabilities, allowing users to execute tasks like price protection and flight bookings [3][5] - The user base for "Zhang Dama" primarily comes from the main Zhidao platform, with high engagement metrics indicating strong user retention [3] Market Competition - JD.com and Meituan have launched their AI applications, "Jingxi" and "Xiao Mei," respectively, which aim to enhance user experience in shopping and local services [4][5] - The competition is intensifying as these companies leverage their large user bases and platform resources [5] Strategic Positioning - Zhidao Technology believes its cross-platform capabilities and deep task execution potential differentiate it from competitors [5][6] - The company aims to address user needs that single-platform agents cannot fulfill, such as finding the lowest prices across multiple platforms [6] Commercialization Challenges - The "Zhang Dama" app is still in the exploration phase for monetization, with insights from international markets suggesting potential subscription models for AI agents [6][7] - The company is focused on enhancing user value before pursuing broader industry and platform value [7] Technological Development - The app utilizes "cloud phone" technology, which presents various challenges in task execution and user interaction [7][8] - Building user trust is crucial, and the company plans to achieve this through consistent performance and industry trends [8] Collaborative Efforts - Zhidao Technology has signed a strategic partnership with Huawei to leverage each other's strengths in cloud services and marketing [8] - The company is committed to high investment in AI, with over 50% of its R&D budget allocated to this area [8]

Core Insights - AI is transforming the shopping experience from "assisted decision-making" to "autonomous execution" with the launch of the "Zhang Dama" app by Zhi De Mai Technology [2] - The app aims to automate various consumer scenarios, including product recommendations, price comparisons, and travel bookings, utilizing advanced technologies [2][4] - Major competitors like Meituan and JD.com are also developing their AI assistants, indicating a competitive landscape in the AI + consumption sector [2][6] Company Developments - Zhi De Mai Technology introduced the "Zhang Dama" app after the initial "Xiao Zhi" product was upgraded, focusing on cross-platform operations [3][4] - The app has shown strong user engagement, with average daily launches and conversation rounds exceeding industry averages, despite not actively seeking new users [4] - The company is facing intensified market competition as major players enhance their AI capabilities [5][6] Competitive Landscape - JD.com and Meituan have launched their AI applications, "Jingxi" and "Xiao Mei," respectively, which aim to integrate shopping and lifestyle services using AI [6][7] - Zhi De Mai Technology believes its cross-platform capabilities and deep task execution potential provide a competitive edge against these larger rivals [7] Future Directions - The company is exploring its commercial model, with a focus on enhancing user value before scaling industry and platform value [8] - Zhi De Mai Technology is investing heavily in AI, with over 50% of its R&D budget allocated to this area, indicating a commitment to long-term growth [9] - Strategic partnerships, such as the one with Huawei, are being pursued to expand capabilities and market reach [9]

Core Insights - The official version of the AI shopping assistant "Zhang Dama" developed by Beijing Zhi De Mai Technology Co., Ltd. has been launched, following the beta version released in May and a complete upgrade in September [1] - "Zhang Dama" aims to integrate AI technology with consumer content, exploring new business scenarios including local life services while consolidating its core business "What Worth Buying" [1][2] Product Features - Compared to "What Worth Buying," "Zhang Dama" transitions from "assisted decision-making" to "autonomous execution," featuring enhanced perception, reasoning, and execution capabilities [2] - The app can perform tasks across various consumption scenarios, including price protection, logistics tracking, low-price monitoring, and flight booking [2] Strategic Positioning - The company plans to maintain the original style of "What Worth Buying" while "Zhang Dama" will focus on execution functions, providing a complete service loop from decision-making to fulfillment [2] - The primary application scenarios for "Zhang Dama" will be direct e-commerce shopping, local life services, and smart travel, with partnerships already established with third-party travel platforms [2] Commercialization Strategy - Currently, "Zhang Dama" aims to enhance user experience and expand application scenarios, with a long-term goal of establishing a membership subscription model for sustainable profitability [3] - The company has ruled out commercial paths that involve algorithmic interference in user decision-making or hard marketing content to maintain the product's integrity [3]

据悉，值得买科技自研的AI购物管家"张大妈"App已正式上线，作为新一代消费智能体，该应用旨在通 过AI技术优化购物全流程。数据显示，AI消费智能体的早期用户以一二线城市的年轻、高知群体为 主。"这反映出智能化消费方式正率先在互联网活跃人群中普及，未来有望逐步拓展至更广泛的用户群 体。"杨宁说。 针对当前电商行业存在的信息不透明、内容生态相对封闭等问题，杨宁表示，AI智能体的发展有望推 动消费信息更加开放。"智能体需要基于全面、准确的信息为用户提供服务，这将有助于行业逐步打破 信息壁垒，构建更加健康的消费生态。" 新华财经北京9月26日电（记者丁雅雯）值得买科技产研中心负责人杨宁日前在接受记者采访时表示， 基于AI智能体（AI AGENT）的新一代消费产品，正在从根本上改变用户的消费决策模式。 据杨宁介绍，与传统电商平台相比，AI消费智能体的最大突破在于能够通过自然对话理解用户需求并 提供个性化服务。"例如，用户可以直接提出'国庆期间要去探望长辈，该如何挑选礼物'这样的生活化 问题，AI不仅能理解场景，还能主动推荐个性化方案。这种交互方式在传统APP中很难实现。" 编辑：罗浩 ...

Core Viewpoint - Hisense has launched its RGB-Mini LED dual flagship products, U7S Pro and E8S Pro, marking a significant step in making advanced display technology accessible to mainstream consumers, thereby leading the global display industry into a new era of color backlighting [1][2][5]. Group 1: Product Launch and Technology - Hisense introduced the U7S Pro and E8S Pro, along with other high-end Mini LED products, showcasing its commitment to advancing RGB-Mini LED technology [1][2]. - The RGB-Mini LED technology is positioned as the next core technology following OLED, with a projected global market growth of over 80% in 2024 [2]. - The U7S Pro features 100% BT.2020 high color gamut, ultra-high brightness, and low energy consumption, establishing it as a leading product in the RGB-Mini LED category [2][3]. Group 2: Technical Innovations - The dual flagship models utilize the H7 AI picture quality chip, achieving the highest color control precision in the industry with 3×10240 control zones and 108 bits color accuracy, while reducing energy consumption by over 40% compared to QD-Mini LED [3]. - The U7S Pro has received both Pantone and IMAX certifications, making it the first mainstream model to support Dolby Vision2 [3]. - The E8S Pro is designed for gamers, featuring 9360 control zones and a native refresh rate of 170Hz, enhancing dynamic performance [3]. Group 3: Market Strategy and Pricing - Hisense's pricing strategy for the U7S Pro starts at 15,999 yuan for the 75-inch model, with various discounts and subsidies available to lower the entry barrier for high-end technology [5]. - The E7Q model is priced starting at 7,999 yuan, further emphasizing Hisense's commitment to making advanced display technology more accessible [5]. - Analysts view this launch as a pivotal moment for Chinese display technology, transitioning from a follower to a leader in the global market [5][6]. Group 4: Broader Impact on the Industry - Hisense aims to establish RGB-Mini LED technology standards and enhance its product matrix, which is expected to redefine the high-end television market [5][6]. - The company's role as the "global official designated television" for the 2026 World Cup is anticipated to bolster its competitive edge in the global market [6].

Core Insights - The newly developed consumer intelligence app "Zhang Dama" by Zhidao Technology has officially entered public testing without extensive user acquisition or promotional efforts, achieving above-average daily user engagement metrics [1] - The company allocates approximately 12% of its revenue to research and development, with over 50% of that investment focused on AI, indicating a strong commitment to long-term strategic development in this area [1] - The app's primary service scenarios focus on e-commerce shopping and local living/smart travel, aligning with user expectations for a consumer-oriented agent [1] Competitive Positioning - Zhidao Technology expresses confidence in its ability to compete against larger firms in the AI agent space due to its historical data accumulation, which allows for accurate identification of user consumption intentions and cross-platform service fulfillment [1][2] - The company emphasizes its deep-rooted relationships with partners in the consumer sector, which enhances its understanding of consumer decision-making processes and enables effective execution of complex tasks [2] Business Model and Future Strategy - The "Zhang Dama" app may adopt a subscription-based business model, driven by positive user feedback and the potential for significant growth in collaboration scale as more partners are integrated [2] - Long-term, the company sees international expansion as a clear trend, aiming to adapt its successful domestic model to overseas markets while considering local consumption environments [2]

证券之星消息，9月26日数字媒体板块较上一交易日下跌1.45%，值得买领跌。当日上证指数报收于 3828.11，下跌0.65%。深证成指报收于13209.0，下跌1.76%。数字媒体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600228 | *ST返利 | 5.75 | 2.50% | 9.19万 | 5251.09万 | | 300413 | 芒果超媒 | 35.38 | 0.43% | 26.71万 | 9.45亿 | | 300987 | 川网传媒 | 17.36 | -1.03% | 2.97万 | 5152.48万 | | 301313 | 凡拓数创 | 25.05 | -1.03% | 1.68万 | 4229.22万 | | 300295 | 三六五网 | 12.37 | -1.12% | 3.85万 | 4805.63万 | | 66ZI0E | 草创资讯 | 57.18 | -1.24% | 8333.0 | 4821.01万 | | 603000 ...