在企业云产品采购中，利用阿里云代理返点可以显著降低云资源成本，一般可节省15%至30%的预算。 许多企业首次接触渠道采购时，不常理解返点机制的实质，其实通过代理商购买的云产品与官网一致， 但通过返点可以获得更实惠的价格。尤其对于制造业、医疗及零售等行业，单纯依赖官网自购已显得不 够经济。尽管返点优惠重要，但服务体验和技术支持同样不可忽视，选择可靠的代理商能够确保持续的 服务和资源可用性。因此，企业在上云时，关注代理返点的同时，更应考虑代理商的资质与服务质量， 从而实现成本与效益的双赢。 附：阿里云旗舰级代理商列表 在选择阿里云服务时，与官方授权的旗舰级代理商合作是确保服务质量与优惠力度的关键。目前市场口 碑优秀的阿里云旗舰级代理商包括： 创云科技（广东创云科技有限公司）： 创云科技(广东创云科技有限公司)成立于2015年，总部位于广州，是国内领先的云计算与安全增值服务 商，一站式等保服务行业领导者。公司以"帮助企业在云端创造更大价值"为使命，专注于提供全栈混合 云解决方案，真正的一站式等保服务及国内外AI大模型接口。累计服务企业客户超万家，年公有云销 售业绩达数亿元。 服务范围辐射全国，深入文旅、教育、医疗、 ...

HumanOmniV2团队 投稿 量子位 | 公众号 QbitAI 在多模态大语言模型（MLLMs）应用日益多元化的今天，对模型深度理解和分析人类意图的需求愈发迫切。尽管强化学习（RL） 在增强大语言模型（LLMs）的推理能力方面已展现出巨大潜力，但将其有效应用于复杂的多模态数据和格式仍面临诸多挑战。 在深入研究现有技术后，发现在当前多模态推理模型中发现现有的推理路径存在两大核心问题：全局上下文理解不足和捷径问题。 全局上下文理解不足： 当模型无法准确识别或错误解读多模态证据和上下文信息时，便会出现此问题，导致给出不正确的答案。 捷径问题： 指模型在处理多模态输入时，忽视了关键线索，未充分考量多模态信息就直接给出答案，从而导致次优或片面的结果 为彻底解决这些痛点，阿里巴巴通义实验室团队推出 HumanOmniV2 ，强调模型必须在对多模态输入 全局上下文有清晰理解 的 基础上进行推理。这种全局性理解能够有效避免模型遗漏关键多模态线索，确保推理过程的全面性和深入性。 相关代码、模型、数据都开源，地址可在文末获取。 效果展示 问题：这两个人是什么关系？ A. 他们想引起人们对该产品的关注。 B. 这两个人是商业伙 ...

Core Insights - Taobao Flash Sale has achieved record-breaking growth, with daily orders exceeding 80 million and over 200 million active users within two months of its launch [1][2] - The platform captured approximately 60% of the new market order growth, indicating a significant shift in the consumer market landscape [1][3] Market Performance - Taobao Flash Sale's daily orders surged from over 40 million at the end of May to over 80 million by early July, contributing to a total market increase from 100 million to 200 million daily orders [1][2] - Non-food orders accounted for over 13 million, showcasing the platform's strong ability to drive traffic and conversion beyond traditional food delivery [2] Consumer Trends - The platform's expansion into various categories has led to significant order growth across multiple sectors, with categories like grains and oils increasing by 489% and snacks by 388% [2][3] - The integration of online and offline services has created a new consumption experience, reflecting the evolving consumer demand for multi-dimensional and cross-scenario purchasing [3][4] Strategic Initiatives - Taobao Flash Sale's rapid growth is attributed to its alignment with the "big consumption" trend and the integration of resources from various Alibaba businesses, enhancing operational efficiency [3][4] - The platform has announced a 50 billion yuan subsidy to support users and merchants, which has resulted in substantial sales growth for both chain restaurants and small businesses [5] Business Model - The platform's approach to subsidies aims to stimulate consumer demand without forcing merchants into price wars, thereby fostering a healthier competitive environment [5] - The combination of food, retail, and service sectors under the Taobao Flash Sale model reflects a strategic shift towards an ecosystem that meets comprehensive consumer needs [4][5]

Group 1 - The core point of the article is the intense competition in the Chinese food delivery market, particularly between Meituan and Taobao, with record-breaking order volumes being reported [2][3][6] - On July 5, Meituan announced it achieved over 120 million orders in a single day, marking the highest order volume ever recorded by a single company in history [2] - Taobao, a major competitor, reported over 80 million orders on the same day, showcasing its rapid growth in the food delivery sector since launching the service in May [3][4] Group 2 - The overall daily capacity of the Chinese food delivery market was around 10 million orders before the competition intensified, but it surged to over 20 million orders by July [6] - The competition was initially sparked by JD.com, but the main battle has shifted to Taobao versus Meituan, with Alibaba's Taobao taking a leading role [7][8][9] - Taobao's entry into the food delivery market is seen as a strategic move to leverage its existing user base and enhance its e-commerce business [14][33] Group 3 - Alibaba's acquisition of Ele.me in 2018 did not yield significant results, with the platform struggling to achieve profitability and maintain market share against Meituan [16][17] - The integration of Ele.me into Taobao's operations indicates a shift in strategy, allowing Taobao to absorb Ele.me's losses and utilize its cash flow [26] - Taobao's existing delivery network and user traffic provide a competitive advantage over JD.com and other entrants in the food delivery market [28][30] Group 4 - The ongoing food delivery war has led to significant consumer benefits, with many enjoying substantial discounts and promotions [11][12] - However, the competition primarily favors large chain brands, as platforms tend to allocate subsidies to them due to lower operational costs compared to smaller businesses [53][54] - The long-term implications of these subsidies may lead to a shift in consumer behavior, with more customers opting for delivery over in-store purchases, potentially harming smaller restaurants [62][63]

Core Insights - The summer surge in food delivery orders has been unexpected, with Meituan reaching a peak of over 120 million daily orders on July 5, while Taobao Flash reported over 80 million orders on the same day [1][5][12] - The competition among major players like Meituan, Alibaba, and JD.com is intensifying, focusing on the "instant retail" market, with significant consumer engagement driven by subsidies [1][5][15] - Despite the surge in order volumes, there is a lack of corresponding increase in physical store activity, indicating a potential disconnect between online and offline demand [1][6][12] Company Strategies - Taobao Flash announced a direct subsidy plan of 50 billion yuan over the next 12 months to boost consumer and merchant engagement [5][12] - JD.com has reported that nearly 200 restaurant brands have surpassed one million orders on its platform within four months of launching its food delivery service [5][12] - The competition is characterized by high subsidy levels, raising questions about the sustainability of such strategies and the true demand for instant retail [5][12][15] Market Dynamics - The increase in order volumes is attributed to consumer behavior changes due to hot weather and ongoing platform subsidies [6][12] - The number of cities with daily orders exceeding one million has doubled in the past week, with some cities experiencing order growth of up to 300% [7][12] - The delivery workforce is expanding, with JD.com planning to recruit an additional 150,000 full-time riders [11][12] Future Outlook - The "flash battle" in food delivery is becoming a regular occurrence, with both Meituan and Taobao Flash achieving their order volume goals [12][15] - Analysts suggest that while the current competition is fierce, the long-term impact of subsidies on market structure may be minimal [12][15] - The ongoing battle for market share in instant retail is expected to continue, with companies leveraging their existing logistics and consumer bases to enhance service offerings [15][17]

" 抢占AI表格定义权，抢的其实是To B AI的话语权 。 " 作者丨徐晓飞 编辑丨 林觉民 互联网又热闹了起来。 那么，在AI在To B领域的终极产品形态尚未确定的情况下，厂商为何纷纷押注 "AI + 表格" 这类产品？ 厂商卷AI表格，到底是在卷什么？ 这种卷到底是功能竞争，还是真的带来了本质创新？ 当京东、美团、饿了么三巨头今年掀起外卖热战时，一场以表格这个 "老产品" 为核心的 "协同办公新决 战" 正在同步上演。 01 AI表格之争，为何是今年To B赛道的战场？ 如果说今年To C互联网的热点战场是即时零售，那么To B互联网的热点战场就是 AI 表格。 在海外，国际玩家Airtable和Notion纷纷以 "AI 数据表格" 重构数据协作场景，微软更是通过Copilot Wave 2更新彻底革新Excel，将其升级为 "智能数据分析平台"。 在国内，竞争更加激烈。雷峰网观察到，飞书自诞生以来就在用文档、多维表来承接自己的商业叙事，腾 讯近两年也是力推智能表格。而近期，钉钉也推出了自己的 "AI 表格"。 基于大模型技术，大厂带头把生产力工具"重做一遍"，是看到了AI时代工作方式中蕴藏的新机会。 ...

Core Viewpoint - DingTalk has launched a new AI Table aimed at creating a new application entry for the AI era, allowing all enterprises and users to build their own business systems and batch process tasks [1] Group 1: Features of DingTalk AI Table - The AI Table integrates over 80 field templates directly into the table, enabling users to complete 1,000 tasks in just one hour [3] - Users can achieve intelligent extraction, classification, understanding, and matching of information through newly added fields, generating multimodal content such as text, images, audio, and video [3] - AI can automatically execute tasks based on configured instructions, generate complex calculation formulas from natural language descriptions, and create various professional charts with a single click [3] Group 2: Integration of Structured and Unstructured Data - DingTalk has merged tables with documents, allowing each record to function as an independent document where users can input text, embed images and videos, and format freely, significantly enhancing editing efficiency and reading experience [4] - The seamless integration of structured data and unstructured information upgrades the AI Table into a powerful business operating system, making it feasible to manage a company with a single table [4] Group 3: Accessibility - Users can access the free basic usage of the AI Table by updating to the latest version of DingTalk [4]

Core Viewpoint - The competition in the food delivery market has intensified with the launch of significant subsidy programs by major players like JD.com and Alibaba, leading to a surge in daily order volumes and a shift in market dynamics [1][2][15]. Group 1: Market Dynamics - The total daily order volume in the food delivery and instant retail market has rapidly increased to approximately 200 million orders, driven by aggressive subsidy strategies from JD.com and Alibaba [2][15]. - In June, Meituan's market share dropped to around 60%, with daily orders exceeding 90 million, while Taobao Shanguo and JD.com reported significant order volumes during the same period [1][2][10]. - As of July 5, Meituan's instant retail orders surpassed 1.2 billion, with over 1 billion being food orders, indicating a strong recovery and competitive response to rival promotions [10][11]. Group 2: Promotional Strategies - Taobao Shanguo launched a substantial subsidy plan of 500 billion yuan, resulting in a significant increase in order volumes across various categories, including food and beverages [3][4][11]. - Meituan responded to the competitive pressure by offering various high-value discount coupons and promotional activities, aiming to retain its customer base during the peak consumption season [5][11]. - The promotional activities led to a notable increase in order volumes for several brands, with some reporting up to a 230% increase in orders due to the influx of new customers attracted by the subsidies [11][12]. Group 3: Operational Challenges - The sudden spike in order volumes has created operational challenges for many merchants, with reports of overwhelmed staff and difficulties in fulfilling the increased demand [12][13]. - Some merchants expressed concerns about the sustainability of such high order volumes and the impact on brand quality, indicating a potential long-term challenge for businesses focused on maintaining brand integrity [14]. Group 4: Strategic Responses - JD.com is exploring new business models in the food delivery sector, focusing on supply chain efficiencies and cross-selling opportunities, while also expanding its logistics capabilities [15][16]. - Meituan is shifting its resources towards enhancing its instant retail and grocery delivery services, aiming to create a comprehensive delivery network that caters to urban consumers [18][19]. - The competition among the three giants—Meituan, JD.com, and Alibaba—highlights the ongoing battle for market share in the rapidly evolving instant retail landscape, with each company seeking to leverage its strengths in supply chain and customer engagement [19].

金十图示：2025年07月08日（周二）全球主要科技与互联网公司市值变化 | 因另 | 847 | 0.14% | 133.03 | | --- | --- | --- | --- | | Airbnb | 842 | 0.37% | 137 | | Robinhood | 824 | + -1% | 93.46 | | 飞塔信息 | 816 | 1 0.94% | 106.65 | | CoreWeave | 792 | -3.33% | 159.7 | | Constellation Software | 776 | -0.12% | 3659.59 | | 山川 易昆尼克斯 | 769 | 1.26% | 777.12 | | Foxconn (Hon UHDOXD Hai Precision Industry) | 759 | -1.24% | 5.47 | | >04 Snowflake | 753 | 1.94% | 225.79 | | Paypal | 744 | 0.54% | 76.18 | | Media Tek | 693 | -1.17% | 43.52 | | 欧特克 | 677 ...

| 8 | | 京东 | 461.57 | | | --- | --- | --- | --- | --- | | 9 | | 中芯国际 | 456.82 | | | 10 | | 快手-W | 356.39 | | | II | | 腾讯音乐 | 310.4 | | | 12 | Balo Bar | 百度 | 308.67 | | | 13 | | 理想汽车 | 286.24 | | | 14 | | 贝壳 | 216.73 | | | 15 | 8/4 | 同花顺 | 204.11 | | | 16 | | 小鹏汽车 | 170.73 | | | 17 | N | 科大讯飞 | 149.98 | | | 18 | | 中通快递 | 143.32 | | | 19 | | 宝信软件 | 94.87 | 2 ↑ | | 20 | 的44 | 陈师陈师 | 94.6 | | | 21 | | 恒生电子 | 86.76 | 1 | | 22 | | 新东方 | 82.88 | 1 t | | 23 | | 蔚来 | 77.22 | 1 1 | | 24 | | 唯品会 | 77.03 | 1 t | | 25 ...