继今年"3800亿AI基建投资"之后，阿里再度宣布一项重要投资计划。 7月2日，淘宝闪购宣布启动规模高达500亿元的补贴计划，在12个月里直补消费者及商家。这份5个"百亿补贴"级别的计划特别提到，要以官方补贴和免佣减 佣等政策，来促进商家的生意增长。淘宝方面还表示，将以技术和商业模式创新，构建高效协同的"大消费平台"，并以巨大流量反哺线下商业和服务业。 淘宝闪购官宣500亿促消费计划微信公众号截图 这个"大消费平台"，到底指的是什么？ 阿里官方，至今没有对此进行明确定义。 不过，我们站在外部视角，或许仍可以看到"大消费"版图的一些基本轮廓。 淘宝闪购全国上线首日，茉莉奶白多城外卖订单日均上涨近3倍 从电商平台向大消费平台的演进，注定将深层次地改变淘天的底层逻辑。 7月3日，淘宝闪购公布了500亿补贴的"首日战报"，数据显示，补贴首日淘宝闪购订单显著增长，有589个零售品牌当日订单量比5月2日（淘宝闪购业务全量 上线）增长超100%。其中食品、药品、3C数码、运动鞋服、鲜花等品类在淘宝闪购的订单增幅显著。 阿里的电商业务，大部分是以实物商品线上交易的形式实现的——从淘宝、天猫，到闲鱼、1688，再到跨境和海外本 ...

One company that I believe the market continues to underestimate is Chinese e-commerce and cloud computing giant Alibaba Group Holding Limited (NYSE: BABA ). Back in early April of this year, I wrote anCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and ...

Core Insights - The 2025 "Must-Eat List" award ceremony successfully concluded in Shenzhen, covering Guangdong, Hainan, and Fujian provinces, with 551 restaurants recognized, highlighting a strong preference for local flavors and long-established eateries [1][2] Group 1: Award Ceremony Highlights - The 2025 "Must-Eat List" was fully revealed on June 25, featuring 3,091 restaurants across 144 cities, with 25 new culinary cities added to the list [2] - In the Guangdong province, 396 restaurants made the list, ranking first in the number of recognized establishments nationwide [2] - Over 70% of the recognized restaurants in Guangdong are small local eateries, and nearly 35% are over ten years old, indicating a trend towards traditional dining experiences [2] Group 2: Consumer Trends - The data shows that local eateries and long-standing restaurants are the main focus of this year's "Must-Eat List," with nearly 80% of the total list comprising small local shops and over 40% being establishments older than ten years [2] - The increase in recognition of local flavors is evident, with nearly 55% of the restaurants on the list being new entries, enhancing the sense of discovery for consumers [2] Group 3: Regional Growth and Marketing Initiatives - The growth of dining orders from users outside the local area in Guangdong, Hainan, and Fujian provinces is outpacing overall market growth, driven by local cuisine preferences [5] - The upcoming third "Must-Eat Festival" in July will involve significant marketing investments to convert the list's recognition into new consumption momentum across all listed cities [6] - Future award ceremonies will be held in Shenyang, Chongqing, and Xi'an to further promote local eateries and engage with local governments to stimulate consumption and cultural innovation [6]

7月4日，京东官宣全国第一家"苏超"官方旗舰店入驻京东。据京东官方数据，"苏超"开赛以来，京东外 卖江苏省订单量环比增长超10倍。 而淘宝闪购近日也发起了连环攻势。继6月30日官宣冠名"苏超"常州队后，7月2日，淘宝闪购宣布启动 规模高达500亿元的补贴计划。7月3日，《每日经济新闻》记者从淘宝闪购处了解到，补贴上线首日， 餐饮连锁品牌和中小商家的订单量分别环比增长170%和140%。 今年"618"期间，即时零售成为新的竞争焦点，淘宝闪购携手饿了么，与京东外卖、美团闪购展开正面 竞争，虽然"618"已经收官，但即时零售赛道仍在升温，各方争相押注"苏超"，上演外卖争霸。 "618"后，战火燃至"苏超" "618"收官后，无论是美团、京东，还是淘宝闪购，都在即时零售上祭出了新招。最新的战火燃向了"苏 超"。 每经记者｜陈婷 每经编辑｜张海妮 平台在即时零售赛道的投入还在继续。 比拼的不仅是低价和速度 种种迹象表明，即时零售已经被各平台提升到了新的战略高度，比拼的也早已不仅是履约速度。 海通证券相关研报提及，此次500亿元补贴被视为阿里坚定进军即时零售的重要信号。在流量分发模型 转型方面，淘宝正将搜索流量、首页推 ...

Core Viewpoint - A recent study published on GitHub has sparked significant discussion in the industry, suggesting that Huawei's Pangu Pro MoE model and Alibaba's Qwen-2.514B model exhibit "astonishing similarities" in their parameter structures [1] Group 1: Model Comparison - The study found that the average correlation in attention parameter distribution between Pangu Pro MoE and Qwen-2.514B is as high as 0.927, which is significantly above the normal range observed in other model comparisons [1] - This high correlation has led to speculation among netizens that Pangu Pro MoE may have engaged in plagiarism [1] Group 2: Responses and Reactions - The Pangu Pro MoE team has responded on GitHub, denying the plagiarism allegations and asserting that the author's evaluation method is unscientific [1] - As of the time of reporting, Huawei has not provided an official comment on the matter [1]

Core Viewpoint - The article discusses reliable channels for finding and collaborating with influencers on Douyin, emphasizing the importance of understanding the purpose and budget for effective partnerships [2][11]. Group 1: Influencer Collaboration Methods - Common collaboration methods include: - Voice-over promotion: Influencers introduce products/services in videos, emphasizing trust [3] - Live streaming sales: Influencers sell products during live sessions, earning commissions based on sales [3] - Short video links: Influencers post short videos with shopping links [3] - Content integration: Natural mentions of products in regular videos for brand exposure [3][4]. Group 2: Reliable Channels for Finding Influencers - 1. **Douyin's Official Influencer Platform**: A structured platform with influencer quotes, cases, follower counts, and category classifications, suitable for businesses with sufficient budgets and operational teams [5]. - 2. **Third-party Influencer Resource Platforms**: Various platforms collect influencer data, quotes, and collaboration channels, ideal for small businesses or startups [6]. - 3. **MCN Agencies/Service Providers**: Directly contacting MCN agencies can be more efficient for finding multiple influencers in specific categories [7]. - 4. **Building Private Influencer Networks**: Experienced individuals may create their own groups of willing influencers, offering flexibility and lower costs [8]. - 5. **Content Platforms and Comment Insights**: Engaging with influencers through comments or direct messages on platforms like Xiaohongshu/Douyin can uncover collaboration opportunities [10]. Group 3: Collaboration Recommendations - It is crucial to focus on genuine conversions rather than merely increasing visibility, especially for small projects [11]. - Key recommendations include: - Assessing not just follower count but also engagement rates [12]. - Signing simple agreements before collaboration, detailing publication times, content formats, and payment terms [12]. - Starting with small orders for testing before scaling up [12]. - Monitoring sales data to ensure effective conversion from views to sales [12].

Core Viewpoint - The "Su Super" league has gained significant popularity, attracting numerous sponsors and creating a competitive marketing landscape among major players like JD, Alibaba, and Meituan, each employing distinct strategies to engage consumers and enhance brand visibility [1][2][29]. Group 1: JD's Strategy - JD has become the official strategic partner of the "Su Super," engaging in multi-dimensional cooperation that includes event marketing, cultural entertainment, and public fitness initiatives [7][10]. - The partnership allows JD to frequently showcase its brand through event advertisements and live broadcasts, establishing a solid foundation for future marketing activities [7][10]. - JD has launched various promotional activities, such as offering significant discounts on local specialties and food deliveries after matches, which has led to a notable increase in platform consumption [12][15]. - The interactive guessing game for match outcomes has attracted substantial user engagement, with a live event drawing over 1.15 million viewers and generating 135,000 orders [15]. - JD's sales data indicates a remarkable increase in orders, with a tenfold rise in Jiangsu's delivery orders and an 82% year-on-year growth in local specialty sales [27][28]. Group 2: Alibaba's Approach - Alibaba has adopted a "scattered sponsorship" strategy, with its brands like Taobao, Alipay, and Huabei sponsoring various teams, creating a sponsorship matrix that enhances brand visibility [31][50]. - The brands have tailored their marketing messages to resonate with local culture, such as using regional dialects and themes to connect with fans [38][54]. - Alipay reported a 12% increase in offline payment transactions in Jiangsu during the "Su Super," indicating effective integration of payment and consumer engagement strategies [55]. Group 3: Meituan's Tactics - Meituan has not sponsored the league outright but has implemented extensive consumer subsidies across various cities, significantly increasing user engagement and platform usage [62][76]. - The company has introduced themed dining packages and promotional activities that have led to a fourfold increase in orders for "Su Super" themed meals since June [68][71]. - Meituan's data-driven marketing approach has allowed for personalized promotions based on local preferences, resulting in substantial sales growth for specific food items [79]. Group 4: Industry Insights - The "Su Super" has demonstrated the effectiveness of combining regional culture with mass participation in marketing strategies, suggesting that brands should leverage local characteristics to enhance consumer connection [80]. - The evolution of event marketing has shifted from mere brand exposure to a comprehensive ecosystem integration, with companies like JD, Alibaba, and Meituan constructing closed-loop consumption ecosystems [82]. - The rising popularity of the "Su Super" has created a demand for quantifiable marketing ROI, prompting brands to develop multi-dimensional evaluation systems to optimize their marketing strategies [83]. - The competition among major platforms represents a broader struggle for consumer attention and resource integration, highlighting the need for brands to convert short-term engagement into long-term brand equity [85].

Core Viewpoint - The article emphasizes that going global is akin to a new era of entrepreneurship, where heavy asset investment must adhere to a long-term perspective [1] Group 1: Historical Context of Chinese Companies Going Global - 28 years ago, Haier established its first overseas factory in the Philippines, marking a milestone for Chinese manufacturing brands [2] - 10 years ago, Hisense acquired Sharp's factory in Mexico for $23.7 million, allowing for local production and significant time savings compared to shipping from China [2] - In the past 7 years, numerous Chinese e-commerce platforms like Pinduoduo and Alibaba have begun exploring overseas markets, leading to increased competition and market dynamics [2][3] Group 2: Key Drivers for Supply Chain Expansion - Geopolitical factors and tariffs significantly influence companies' decisions on where to expand internationally [7] - The demand for near-shore delivery has risen, prompting companies to locate closer to their customers to mitigate risks associated with long-distance shipping [7] - Cost considerations remain crucial, with companies seeking to optimize logistics by shipping components for local assembly rather than complete products [7] Group 3: Stages and Criteria for Going Global - Companies typically progress through three stages: product export, brand export, and manufacturing/supply chain export [10] - A threshold of $500 million in annual sales is identified as a benchmark for companies considering supply chain expansion [10] - Smaller companies are advised to start with product or sales export before attempting manufacturing abroad due to higher risks and capital requirements [10] Group 4: Changes in the Global Environment for Manufacturing - The geopolitical landscape has shifted, making it a critical factor in site selection for overseas factories [12] - Labor costs have increased in traditional low-cost regions, impacting the attractiveness of locations like Vietnam and Thailand for new factories [12] - The rising land prices and increased brand recognition of Chinese companies abroad have altered the dynamics of overseas manufacturing [13] Group 5: Challenges and Hidden Costs in Overseas Manufacturing - Companies must prepare for unexpected operational costs, such as security measures and compliance with local labor laws [20] - Low labor costs do not necessarily equate to lower overall costs due to potential inefficiencies and training expenses [21] - The complexity of compliance and legal requirements can lead to additional costs that companies must account for in their budgets [20] Group 6: Strategies for Successful Overseas Expansion - Joint ventures can reduce capital investment and help navigate local market challenges, but they may also dilute decision-making power [32] - Companies are encouraged to establish local partnerships to leverage existing networks and resources, particularly in regions with complex regulatory environments [32] - The article suggests that companies should consider existing facilities rather than building new ones to minimize initial investment risks [31]

Core Viewpoint - Alibaba's current "Cloud + AI" strategy focuses on becoming a "water seller," providing computing power and AI resources to other clients, which allows it to avoid addressing specific AI commercialization issues [1][16]. Financial Performance - In May 2025, Alibaba reported a revenue of 996.347 billion yuan for the fiscal year 2025, a year-on-year increase of 6%, and a net profit of 125.976 billion yuan, a significant year-on-year surge of 77%, marking a historical high [2]. - The CFO highlighted significant progress in enhancing the competitiveness of e-commerce and cloud businesses, with Taobao and Tmall achieving steady growth [2]. E-commerce Strategy - Alibaba's e-commerce sector faced pressure due to the decline of mobile internet traffic and competition from Pinduoduo, leading to concerns about its business moat [2]. - The company has shifted focus back to users, moving away from extreme price competition, and is now emphasizing quality and operational efficiency [6][4]. - The Taobao platform's revenue for the fiscal year 2025 reached 449.827 billion yuan, with a year-on-year growth of 3.4% [6]. AI and Cloud Strategy - Alibaba is investing heavily in AI, with plans to invest over 380 billion yuan in cloud and AI hardware infrastructure over the next three years [15]. - The cloud computing segment generated revenue of 118.028 billion yuan, reflecting an 11% year-on-year increase, driven by soaring AI demand [13]. - The company has released over 200 open-source models, with global downloads exceeding 300 million, establishing a significant presence in the AI space [13]. Instant Retail Development - The instant retail market in China is rapidly growing, with a market size of 650 billion yuan in 2023, showing a year-on-year growth of 28.89% [11]. - Alibaba has integrated Ele.me into its e-commerce division to capitalize on the instant retail trend, launching "Taobao Flash Purchase" to leverage its vast user base [12][8]. - The daily order volume for Taobao Flash Purchase exceeded 6 million, indicating strong market penetration [12]. Challenges and Future Outlook - Despite the promising financial results, Alibaba faces challenges in achieving profitability in its local lifestyle business, which reported an adjusted EBITA loss of 3.689 billion yuan for the fiscal year 2025 [12]. - The company needs to effectively integrate its new business models with its existing e-commerce operations to create synergies and enhance overall value [16].

以下文章来源于AI产品榜 ，作者李榜主 AI产品榜 . AI产品榜 aicpb.com 按月发布AI产品榜单。AI产品榜大会，是你必参的会。 发起人：李榜主 wx：QBB2378 第11期 AI产品榜·应用榜(APP)。 第11期 AI产品榜·应用榜(APP) （2025年06月）由AI产品榜、36kr、硅星人、沃垠AI、小熊跑的快联名发布。 AI产品榜：全球影响力AI产品榜单AICPB：AI Champion Product Board AI产品榜被数百家国内外顶尖媒体广泛引用，包括：TheInformation、路透社、36kr、中国新闻周刊、中国基金报、腾讯科技、雪球、南华早报、凤凰网科 技、央广网、财联社等。 还被誉为"互联网女皇"的硅谷传奇投资人Mary Meeker写进了AI趋势报告。以及全球领先的战略咨询公司罗兰贝格(Roland Berger)等国际权威机构，都引用 AI产品榜的数据。 这标志着AI产品榜已具备全球影响力，并获得了国际权威的认可。 AI产品榜 2025年06月榜，本文里包含9个AI榜单。 2025年化订阅收入营收增长排名前五是：聊天机器人ChatGPT13.7亿增速10.08% ...