I wrote a bullish article about Alibaba (NYSE: BABA ) back in April 2024. At the time it was trading for nearly $73 per share, and it has returned about 50% since my article was published. I mentioned in that article that I am Long-time stock market investor focused on strategic buying opportunities with dividend and value stocks. This investment strategy has resulted in a near 5 star rating on Tipranks.com and over 9,000 followers on Seeking Alpha. Follow me on Twitter for my latest trading ideas: @Hawkinv ...

特朗普就关税问题发表最新言论，令本已紧张的全球市场再添不确定性，投资者在等待更清晰的信号。 据央视新闻，特朗普周二表示，将对铜进口征收50%关税，这一关税水平约为市场预期的两倍，远超此前市场普遍预期的25%左右水平。这标志 着其贸易言论的再次升级，也改变了市场此前对于关税最后期限可能被推迟的预期。 受此影响，市场反应谨慎。标普500指数期货几无变动，预示着美股或将连续第二天小幅波动。欧洲股市微涨0.1%。在商品市场，伦敦金属交易 所（LME）的铜价承压下跌，但随后跌幅收窄至1%以内。 特朗普周二表示，决心推进对外国进口商品征收高额关税的计划，并将铜和药品列为新的潜在目标。这种不确定性加剧了投资者的困惑。正如墨 尔本Vantage Markets的市场分析师Hebe Chen所说，交易员们不仅感到疲惫，更像是"迷失在越来越浓的迷雾森林中"。 Hebe Chen指出： 美股盘前，中概股普跌，阿里巴巴跌2.6%，小鹏汽车跌约2%，哔哩哔哩跌约2%。 欧元兑美元几乎没有变化，为 1.1722 美元。日元兑美元汇率报 146.72。 "目前，明智之举是保持观望，等待一些真实的消息穿透迷雾。" 【16:10】 纽约铜下跌 ...

全国人民都在拼命点外卖，平台订单爆了，系统崩了，骑手熬夜送到腿抽筋，奶茶已经多到喝不完丢 了，这场轰动全国的外卖大战越打越抽象了。 于是，我们看到奶茶店的店员忙哭了，大量奶茶0元购，没人要只能被丢，骑手改用三蹦子送货，忙到 腿抽，工作时间翻倍顶着高温，日赚万元都不敢喊累。更有消费者家里的冰箱塞满了，只要喝不死就往 死里喝，糖尿病都快喝出来了。 有网友提到外卖大战对通胀水平的影响，有人认为外卖价格低挤压了堂食消费和其他实体，可能导致通 胀水平下降；也有人反驳称不同消费形态下影响不同，外卖占比高且多为预制菜，压低了餐饮链条利 润，但也创造了新的就业和产业链。还有网友表示外卖补贴大战短期内能提高骑手人均收入，若长期持 续则会使骑手总人数增加、人均收入降低。 这一次，先动手的是淘宝闪购。 不久前的7月2日，淘宝闪购直接喊出"淘宝闪购，点外卖更优惠"的口号，宣布将通过发放大额红包、免 单卡、官方补贴一口价商品、上线店铺/商品/配送补贴、免佣减佣等方式和措施，在12个月内直接补贴 消费者和商家共500亿元。 令人没想到的是，此前在外卖大战中颇为低调的美团，突然也上了强度。7月5日当天，用户开始在美团 外卖首页看到"0元吃 ...

从指数持仓来看，中证中国内地企业全球可选消费综合指数十大权重分别为：阿里巴巴（18.38%）、 美团-W（6.71%）、拼多多（6.5%）、比亚迪股份（4.13%）、美的集团（3.61%）、京东（3.36%）、 比亚迪（3.01%）、携程网（2.91%）、格力电器（2.1%）、泡泡玛特（1.93%）。 金融界7月9日消息，A股三大指数收盘涨跌不一，中证中国内地企业全球可选消费综合指数(CN可选综 合，H30378)报4944.28点。 从中证中国内地企业全球可选消费综合指数持仓的市场板块来看，深圳证券交易所占比23.30%、纽约 证券交易所占比23.12%、香港证券交易所占比21.33%、上海证券交易所占比16.32%、纳斯达克全球精 选市场证券交易所(Consolidated Issue)占比15.52%、纳斯达克股票市场证券交易所(Consolidated Large Cap)占比0.21%、北京证券交易所占比0.15%、纳斯达克证券交易所(Consolidated Capital Market)占比 0.05%。 数据统计显示，中证中国内地企业全球可选消费综合指数近一个月下跌3.24%，近三个月上涨8. ...

智通财经7月9日电，恒生科技指数下跌2%至5,219.38点。阿里巴巴跌3.8%，小米跌2.5%，中芯国际跌 2.7%。 ...

证券研究报告 | 行业周报 2025 年 07 月 09 日 通信 算力催生数据中心向智算发展，推动 PCB 向高阶升级迭代，看好相 关产业链投资机会 | 股票 | 股票 | 投资 | EPS （元） | | PE | | | --- | --- | --- | --- | --- | --- | --- | | 代码 | 名称 | 评级 | 2025E | 2026E | 2025E | 2026E | | 002881.SZ | 美格智能 | 买入 | 0.73 | 0.92 | 61.56 | 48.85 | | 301285.SZ | 鸿日达 | 买入 | 0.21 | 0.7 | 161.9 | 48.57 | | 600941.SH | 中国移动 | 买入 | 6.77 | 7.17 | 16.54 | 15.61 | | 601728.SH | 中国电信 | 买入 | 0.38 | 0.4 | 20.08 | 19.08 | 资料来源：长城证券产业金融研究院 本周策略观点： OpenA I向甲骨文租赁数据中心算力，看好未来 AIDC 产业链投资机会。据 据《金融时报》和彭博社援引知情人士报道，O ...

Core Insights - The domestic e-commerce industry has entered a mature stage characterized by low growth and high inventory, with a total transaction value of 8,556 billion yuan and a year-on-year growth of 15.2% [1] - Major e-commerce platforms are blurring the lines between comprehensive and social e-commerce, with comprehensive platforms focusing on live streaming and content-driven conversion, while social platforms are establishing shelf-style shopping [1][2] - The collaboration between Xiaohongshu and Alibaba marks a significant shift, as Xiaohongshu sells its traffic to Alibaba for the first time, seen as a defensive move against Douyin's e-commerce growth [1][3] E-commerce Growth and Strategies - Douyin has achieved remarkable growth, with a GMV of over 3.5 trillion yuan in 2024, representing a 30% year-on-year increase, surpassing competitors like JD.com [3][4] - Douyin's success is attributed to its innovative approach combining "traffic + algorithm + content," which disrupts traditional e-commerce models [4][6] - The platform has effectively integrated products into short videos and live content, transforming from a "transaction platform" to a "demand creation system" [4][5] Content and Algorithm Innovations - Douyin's strategy emphasizes content-driven shopping, where user interest is sparked through engaging content rather than traditional search methods [5][6] - The platform has transitioned from a "transaction funnel" to a "demand prediction" model, optimizing the user experience and reducing pre-purchase costs [6][7] - Douyin's content ecosystem has redefined consumer decision-making, successfully merging content and commerce [7][8] Xiaohongshu's Position and Challenges - Xiaohongshu's core strength lies in converting community content into consumption scenarios, similar to Douyin's model, but with a focus on authentic user experiences [8][9] - Despite its potential, Xiaohongshu faces challenges in establishing a complete e-commerce ecosystem, lacking price advantages and fulfillment capabilities compared to larger platforms [10][11] - The decision to partner with Alibaba is seen as a strategic move to enhance user-generated content (UGC) monetization and cultivate a stronger e-commerce mindset among users [12][13] Future Directions - Xiaohongshu's recent rebranding from "lifestyle guide" to "lifestyle interest" indicates a shift towards encouraging user engagement and content creation [13][14] - The platform aims to expand its content offerings and improve monetization capabilities while preparing for a more robust e-commerce environment [14][15]

1.2亿单、8000万单，订单高峰导致APP宕机……即时零售在这个暑期掀起了第一波消费热潮。 7月8日，京东外卖宣布正式启动"双百计划"，承诺投入超百亿元扶持更多品类标杆品牌销量破百万。以外卖为起 点的即时零售"三国杀"进入白热化阶段。7月5日，美团、淘宝闪购和京东三大平台单日订单总量突破2亿单，创下 行业纪录。 这远不止是一场简单的补贴狂欢——从餐饮到非餐品类的扩张，从用户端到商户、骑手的全链补贴，平台竞争的 底层逻辑正从"流量争夺"转向"生态构建"。即时零售的战场，已从"送外卖"进化到"送万物"，单纯的价格战博弈 正迈向"履约系统+全域供给"的长期较量。 补贴战拉高点单频率，夏季消费高峰提前一个月 "我这个好久没点外卖的人都忍不住下了几单"，何女士告诉南都记者，最近每天两杯茶饮或咖啡是她的标配。另 一边，于女士向南都记者展示了2块钱的珍珠奶茶、1块3的汤粉订单截图，直言每天的快乐是外卖给的。"满25减 20"、"满18减18"……几大外卖平台的大额优惠补贴被网友们戏称为几乎是"0元购"。 巨大的补贴"诱惑"下，消费者们都在用"手"投票：据美团内网公布信息显示，截至7月5日22时54分，美团即时零 售当日订 ...

Market Capitalization Changes - The market capitalization of major global technology and internet companies has shown varied changes as of July 9, 2025, with notable increases in companies like Tesla, which rose by 1.32% to reach $959.2 billion, and Alibaba, which increased by 1.62% to $257.6 billion [3][4][5]. - Companies such as Netflix and Shopify experienced declines, with Netflix decreasing by 1.11% to $548.8 billion and Shopify dropping by 3.58% to $619.1 billion [3][4]. Notable Performers - AMD saw a significant increase of 2.24%, bringing its market cap to $223.4 billion, while Intel had a remarkable rise of 7.23%, reaching $102.8 billion [5][6]. - Other companies with positive performance include Adobe, which increased by 1.41% to $162.1 billion, and ASML, which rose by 1.15% to $312.2 billion [3][4]. Decliners - Companies like Robinhood and Sea Limited faced declines, with Robinhood decreasing by 2.34% to $824 million and Sea Limited dropping by 1.32% to $894 million [6][7]. - FICO experienced a significant drop of 8.91%, bringing its market cap down to $455 million [7]. Overall Trends - The overall trend indicates a mixed performance across the technology sector, with some companies gaining market value while others are experiencing losses [3][4][5][6].

金十图示：2025年07月09日（周三）中国科技互联网公司市值排名TOP 50一览 | 42 | | 新大陆 | 46.84 | 2 1 | | --- | --- | --- | --- | --- | | 43 | | 岩山科技 | 43.37 | 24 | | 44 | | 银之杰 | 42.72 | 2 ↑ | | 45 | | 东华软件 | 42.02 | 2 t | | 46 | | 中国民航信息网络 | 41.83 | 2 1 | | 47 | | 完美世界 | 41.54 | 2 ↑ | | 48 | | 阅文集团 | 40.2 | 2 1 | | 49 | PNG | 大智慧 | 39.49 | 5 1 | | 50 | INESA | 云赛智联 | 38.16 | 1 1 | 每日根据市值计算出前50名公司,美元港元按照当日汇率中间价折算 @ JIN10.COM 0. 金十数据 | 一个交易工具 | 排名 | | 公司 | 市值(亿美元) | 排名变化 | | --- | --- | --- | --- | --- | | 1 | | 台积电 | 11818.01 | | | 2 | | ...