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聚焦食品虚假标识等问题 市场监管总局指导8家企业开展专项治理
Yang Shi Xin Wen· 2025-10-09 09:12
市场监管总局将加大抽检监测、网络监测、随机抽查力度,对治理不力、问题较多的平台企业,将依法 予以行政指导、公开约谈。 记者今天了解到,网络食品交易作为新兴业态,已经成为食品销售的重要渠道,同时,网络食品销售关 联主体多、涉及链条长,风险问题点多面广,尤其是近年来虚假宣传、假冒伪劣等线上问题日益凸显。 为加强网售食品监督管理,市场监管总局指导京东、美团等8家网络食品交易第三方平台企业集中开展 网络食品虚假宣传等问题专项治理。此次专项治理通过督促落实平台企业食品安全主体责任,发挥平台 企业在协议规则、数据算法等优势,实施"以网管网",共同营造一个安全、放心、可靠的网络食品消费 环境。 目前,已经有京东、美团、拼多多、抖音商城、小红书、淘宝天猫、微信小店、快手电商等8家网络食 品交易第三方平台企业参与此次专项治理活动,各个平台将重点聚焦食品虚假标识、夸大产品功效、仿 冒混淆品牌、虚假商业宣传等四类突出问题,针对网络页面、网络直播、网络社交等不同网络食品销售 特点,细化公布具体治理内容和典型违规实例。 (文章来源:央视新闻) 市场监管总局将指导平台企业依据相关规则,督促入网商家、直播间、带货主播等从业者,就产品信息 ...
中国商业联合会直播电商委副会长、网经社曹磊:电商就业促进面临的现实挑战与结构性困境
Sou Hu Cai Jing· 2025-10-09 03:29
电商已成为推动就业增长的重要力量,为社会创造了大量高质量就业岗位,成为稳就业、促发展的关键 引擎。阿里巴巴、京东、拼多多、唯品会、美团、滴滴、携程等电商平台不仅直接创造了大量就业岗 位,更通过产业链延伸、模式创新和区域协同发展,为不同群体提供了多元化的就业机会。对此,网经 社组织行业专家,独家策划了"史上最多大学毕业季 电商如何解锁就业密码?"。 对此,中国商业联合会直播电商委副会长、网经社曹磊接受数字经济新媒体&智库#网经社 独家专访。 电商助力就业面临的不足与难题 1.人才供需的结构性错配 电商行业存在显著的"有人没活干,有活没人干"现象。一方面,大量高校毕业生和求职者寻找电商岗 位;另一方面,企业却难以找到符合要求的专业人才。 课程与市场脱节:高校电子商务专业课程更新速度远跟不上行业发展。高校教材更新周期通常需要2-3 年,当学生还在学习传统电商平台运营策略时,市场已转向短视频直播、元宇宙购物等新形态。这导致 毕业生难以满足企业实际需求,许多学生不懂跨境支付流程、不熟悉海外仓等物流模式、不了解海外市 场准入标准。 复合型人才稀缺:企业急需既懂技术、又通商业、还了解法律的复合型电商人才,但高校培养的毕业生 ...
再次否决!
中国基金报· 2025-10-09 00:30
【导读】 标普500指数、纳指创收盘新高; 美联储公布9月议息会议纪要,未来降息路径现 分歧! 中国基金报记者 郭玟君 10月8日,美国三大股指多数收涨,标普500指数、纳指创收盘新高,中概股多数上涨。美国 参议院再次否决两党拨款法案,联邦政府继续停摆。 标普500指数、纳指创收盘新高 美国三大股指多数收涨,道指持平,报46601.78点;标普500指数涨0.58%,报6753.72 点;纳指涨1.12%,报23043.38点。其中, 标普500指数、纳指创收盘新高 。 大型科技股多数上涨,万得美国科技七巨头指数上涨0.84%。英伟达涨2.20%,亚马逊涨 1.55%,特斯拉涨1.29%,领涨美国科技七巨头。 | 涨跌 涨跌幅▼ 年初至今 时间 名称 | 代码 | - 现价 | | | | --- | --- | --- | --- | --- | | 英伟达(NVIDIA) NVDA 1 189.110 4.070 2.20% | | | | 40.85% 16:00 | | 亚马逊(AMAZON) AMZN 2 225.220 | | | 3.440 1.55% | 2.66% 16:00 | | 特斯拉 ...
为什么双十一越来越提前了?
3 6 Ke· 2025-10-09 00:10
2025年的双十一,比往年都来的更早一些。 这不,就在不少人还沉浸在国庆假期的尾声时,电商平台的购物节枪声已提前鸣响。10月9日起,一年 一度的双十一电商大战正式拉开帷幕,相比去年的10月14日,足足又提早了五天。 这场全民购物盛宴的发令枪,一年比一年更早扣响,如今更几乎与国庆长假无缝衔接。我们不禁要问: 双十一的边界,究竟在哪里? 随后的几年里,双十一的销售纪录以几何级数增长:2010年9.36亿元,2011年33亿元,2012年191亿 元。 随着规模扩大,单纯一天的活动已无法承载巨大的流量和交易量。 2012年,天猫首次将活动延长至11月11日之前的几天,形成了"双十一周期"的雏形。 这一变化缓解了系统压力,也为商家提供了更灵活的运营空间。到2015年,双十一已发展为从11月1日 开始的系列活动,阿里巴巴开始推广"双十一狂欢季"而非"双十一狂欢日"的概念。 2020年,双十一时间线提前实现重大突破。天猫首次将会场分为两波:第一波从10月21日开始预售,11 月1-3日支付尾款;第二波从11月4日到11日。 这一"双节棍"模式从此被固定下来,标志着双十一正式从一个点的促销,扩展为长达20多天的购物季。 从 ...
Market Movers: Gold Hits $4,000, Amazon Expands Pharmacy Kiosks, and Tech Giants Face Antitrust Scrutiny
Stock Market News· 2025-10-08 20:38
Key TakeawaysGold (XAU) has surged past $4,000 an ounce for the first time, marking a significant milestone in a three-year bull run driven by geopolitical uncertainty and investor demand for safe-haven assets.Amazon Pharmacy (AMZN) is set to launch electronic prescription kiosks at its One Medical locations in Los Angeles starting December 2025, aiming to streamline medication access and combat unfilled prescriptions.The German cartel office has initiated an investigation into Chinese e-commerce giant Temu ...
PDD Holdings Inc. (PDD): A Bull Case Theory
Yahoo Finance· 2025-10-08 16:54
We came across a bullish thesis on PDD Holdings Inc. on Natan’s Substack. In this article, we will summarize the bulls’ thesis on PDD. PDD Holdings Inc.'s share was trading at $131.01 as of September 25th. PDD’s trailing and forward P/E were 14.09 and 11.24 respectively according to Yahoo Finance. Best Beauty Stocks To Buy Now Sorbis/Shutterstock.com During Q2 2025, PDD Holdings reported revenues of RMB 104 billion, in line with expectations, and delivered earnings per share of RMB 22.1, a remarkable 50 ...
Global Markets Open Higher Amid Temu Antitrust Probe, Saudi Loan Talks, and IMF Economic Warnings
Stock Market News· 2025-10-08 14:08
U.S. equity markets opened positively today, reflecting cautious optimism among investors. The Dow Jones Industrial Average climbed by 125.83 points, or 0.27%, reaching 46,728.81 after the market open. The S&P 500 also saw gains, up 12.66 points or 0.19%, to 6,727.25, while the Nasdaq advanced by 65.06 points, or 0.28%, to 22,853.42.Temu Faces German Antitrust InvestigationChinese e-commerce platform Temu (parent company PDD Holdings (PDD)) is under scrutiny in Germany as the country's cartel watchdog has i ...
高盛最新增持股票名单曝光:联想、华虹半导体等位列其中





Ge Long Hui· 2025-10-08 10:12
Core Viewpoint - Goldman Sachs released its October Asia-Pacific strategy report, highlighting a list of recommended stocks based on the "earnings revision leading indicator" criterion, focusing on Hong Kong and Chinese concept stocks [1] Group 1: Recommended Stocks - Tencent (00700.HK) is included in the list of recommended stocks [1] - Alibaba-W (09988.HK) is also featured as a buy recommendation [1] - Xiaomi-W (01810.HK) is highlighted as a potential investment opportunity [1] - AIA Group (01299.HK) is part of the recommended stocks [1] - Pinduoduo (PDD.US) is listed among the buy stocks [1] - Hong Kong Exchanges and Clearing (00388.HK) is included in the recommendations [1] - Ping An Insurance (02318.HK) is mentioned as a buy [1] - Kuaishou-W (01024.HK) is part of the recommended list [1] - Techtronic Industries (00669.HK) is highlighted as a potential investment [1] - China Pacific Insurance (02328.HK) is included in the buy recommendations [1] - Lenovo Group (00992.HK) is featured in the list [1] - ZTO Express-W (02057.HK) is also recommended [1] - Hua Hong Semiconductor (01347.HK) is part of the buy list [1] - Kingdee International (00268.HK) is included in the recommendations [1] - GDS Holdings Limited-SW (09698.HK) is highlighted as a potential investment [1] - AAC Technologies (02018.HK) is part of the recommended stocks [1] - BYD Electronic (00285.HK) is included in the buy recommendations [1] - China International Capital Corporation (03908.HK) is featured in the list [1] - Weichai Power (02338.HK) is mentioned as a buy [1] - CRRC Corporation (01766.HK) is included in the recommendations [1] - JD Logistics (02618.HK) is part of the recommended stocks [1] - Swire Pacific A (00019.HK) is highlighted as a potential investment [1] - Miniso Group (09896.HK) is included in the buy recommendations [1] - Times Electric (03898.HK) is part of the recommended list [1] - Haitian International (01882.HK) is also featured in the recommendations [1]

高盛10月买入名单出炉:腾讯、联想、华虹半导体等24只个股在列





智通财经网· 2025-10-08 08:31
高盛发表10月亚太区策略报告,按「盈利重评领先指标」准则,列出最新的买入股(只列港股及中概股) 名单: 腾讯(00700.HK) 阿里巴巴-W(09988.HK) 小米-W(01810.HK) 友邦(01299.HK) 拼多多(PDD.US) 港交所(00388.HK) 中国平安(02318.HK) 快手-W(01024.HK) 创科(00669.HK) 中国财险(02328.HK) 联想集团(00992.HK) 中通快递-W(02057.HK) 华虹半导体(01347.HK) 金蝶国际(00268.HK) 万国数据-SW(09698.HK) 瑞声(02018.HK) 比亚迪电子(00285.HK) 中金公司(03908.HK) 潍柴动力(02338.HK) 中国中车(01766.HK) 京东物流(02618.HK) 太古A(00019.HK) 名创优品(09896.HK) 时代电气(03898.HK) 海天国际(01882.HK) ...

九月消费分化明显,电商加码AI能撑起短期港股行情吗?
格隆汇APP· 2025-10-06 09:52
Group 1: Market Overview - In September, the Hong Kong stock market experienced fluctuations, but the consumer sector showed significant divergence, with the Hang Seng Consumer Index rising approximately 4%, non-essential consumption increasing nearly 14%, and essential consumption slightly declining by about 1% [3] - There are clear signals of structural recovery as consumers begin to spend on "wants" rather than just "needs," leading to a structural reshuffle in the market where top brands leverage product and channel advantages while smaller enterprises struggle with inventory [3] - The upcoming National Day and Mid-Autumn Festival are expected to boost demand in dining, travel, and hotel sectors, but this consumption surge is more about "emotional recovery" rather than "income recovery" [3] Group 2: E-commerce Giants - Alibaba is accelerating its AI initiatives, announcing a plan to invest 380 billion yuan in AI and cloud computing over three years, establishing AI as its second growth engine [5] - Alibaba's cash reserves exceed 600 billion yuan, providing ample resources for long-term AI investments, with AI becoming a foundational engine for its business system [6] - JD's AI strategy is more defensive, focusing on building an AI ecosystem and launching the JD Xi APP as a next-generation shopping interface, but it faces challenges from instant retail competitors [7] - Meituan's net profit fell by 88.8% in Q2, leading to a significant stock drop, and while it has introduced AI features, investor concerns about profit pressure remain [8] - Pinduoduo is taking a slower but clearer approach to AI, focusing on marketing algorithms and user behavior modeling, aiming to enhance decision-making efficiency rather than pursuing flashy innovations [9] Group 3: AI in E-commerce - The narrative in e-commerce has shifted from "traffic sinking" and "price wars" to "AI reconstruction," redefining efficiency boundaries and releasing a new wave of "computing power dividends" [11] - Companies that successfully integrate AI into their operations and achieve cost reductions will likely see greater profit elasticity compared to their peers [11] - Investors face challenges in identifying genuine AI advancements versus mere hype, especially as large models enter vertical applications [11]