如果你是一家科技公司的市场经理，最渴望的莫过于客户在案例里夸你一句——那种能被摘出来放大印 刷、当成金句宣传的评价。比如英国零售巨头特易购（Tesco）在 2019 年曾公开表示： "VMware 对特易购的运营以及其食品供应能力至关重要。" 然而到了 2025 年，这句本应令 VMware 自豪的"客户赞美"，却出现在了起诉内容中：近日，特易购将 博通（Broadcom）告上法庭，指控其违反 VMware 软件许可协议，要求索赔 1 亿英镑（约合人民币 9.6 亿元）。特易购甚至直言，如果问题不能解决，英国超市货架上的食品供应可能都会受到影响。 事件导火索：从"永久授权"到"订阅制" 时间回到 2021 年 1 月，特易购和 VMware 签下了一份长期合同： 可以说，这套 VMware 软件对特易购的 IT 系统至关重要。据了解，特易购拥有近 4 万台服务器工作负 载依赖 VMware 虚拟化平台运行，这些系统直接支撑门店收银系统、供应链调度、库存管理等核心业 务——如果 VMware 软件或支持服务出现中断，整个食品供应链都可能受到波及。 而问题就出在博通收购 VMware 之后。2023 年 11 月 ...

在近日开幕的深圳西雅国际食品和饮料展览会上，狮乐购以"脆享体验馆"为主题打造特色展区，集中呈 现了以"脆"为核心的多款明星产品。其中，新品咔嚓牛脆条凭借独特工艺与出色品质，一举斩获 2025·SIAL零食节"年度国际突破奖"，引来众多观众驻足品尝与热烈好评。 同期展出的还有品牌的明星产品"干脆奶酪"，选用北纬47°黄金奶源，生牛乳含量≥66%，钙与蛋白质含 量丰富，创新"小金条"造型小巧宝宝易拿，真正做到一根一营养，一口一奶香！这不只是一款宝宝零 食，更是全龄段营养补充的新选择。 创新黑马|一口咔嚓，牛肉条竟比薯条还酥？ 作为狮乐购本次力推的新品，咔嚓牛脆条打破传统牛肉干印象，以原切安格斯牛肉为原料，经由约16小 时低温慢烤及精密切割工艺，方能打造纤细酥脆的"牛肉版薯条"！高蛋白、轻配料，约5斤鲜牛肉浓缩 为1斤牛脆条的真实原料为基础，创新推出两款简约配方口味。咔嚓一下，兼顾美味健康与牙口友好， 一举成为展会中令人惊喜的"解馋黑马"。 畅销经典|网红干脆牛，四种口味圈粉无数 狮乐购经典热销产品干脆牛依旧人气不减，精选原切安格斯牛肉，优质原材料，肉香浓郁品质享受，历 经96小时匠心制作，严控细节，造就干脆不硬的 ...

9月4日，2025第十六届东莞台湾名品博览会（以下简称"2025东莞台博会"）媒体通气会举行。现场启 动"2025东莞台博会宣传周"，透露展会亮点、推荐特色打卡路线，提前掀起一波"台博会热潮"。 据了解，"2025东莞台博会"将于9月11日-14日，在广东现代国际展览中心举行。本届台博会以"强链融 合，智创未来"为主题，展览面积达3.3万平方米，共设8大主题馆、25个省（市）专馆，参展企业671 家，展位1881个，规模再创历史新高。 "2024东莞台博会"现场。 今年首次设立"亚洲台商主题馆" "2025东莞台博会"贯彻落实《东莞深化两岸创新发展合作总体方案》，致力打造台商台企融入新发展格 局、实现高质量发展的重要平台。展会面积从原规划的3.2万平方米扩大至3.3万平方米，会聚了来自大 陆25个省市、岛内22个县市及港澳地区的展商。 值得一提的是，今年首次设立"亚洲台商主题馆"，邀请印度、马来西亚、泰国、越南等十多个国家和地 区的实力台企参展，进一步扩大展会的影响力与"朋友圈"。 此外，本届台博会突出"六新"特色，全面升级展会体验。"海外新展馆"集结亚洲多国台企共同参 展；"岛内新朋友"新增台湾机械工业同业 ...

Core Viewpoint - Tesco's share price has reached a decade high, alongside its UK market share, raising questions about potential upside based on fair value [2] Group 1: Market Performance - Tesco's share price previously dropped by 15.3% due to concerns over ASDA's aggressive pricing strategies, but those who invested at the low have seen a 34.8% gain in less than four months, outperforming FTSE 100 and S&P 500 [3] - Tesco has gained 0.8% in UK market share this year, while ASDA has lost 0.9%, with Tesco's sales increasing by 7.4%, nearly double the market's growth of 4.0% [5] Group 2: Competitive Landscape - ASDA's price rollbacks have largely affected non-core items, which do not significantly impact consumer price perception, and many promotions have been shorter than expected [7] - Tesco has focused on enhancing the overall shopping experience, including better packaging, store retrofits, and a rewarding loyalty scheme, areas where ASDA has not performed as well [8] Group 3: Financial Projections - Tesco's EBIT for FY26 is projected at £3.12 billion, a smaller decline than the market consensus of £2.96 billion, which reflects a 5.2% drop from the previous year [9] - Tesco's market share gains are expected to continue, with consumers trading up to branded goods, which may lead to margin-accretive own-brand sales [14] Group 4: Economic Factors - Grocery inflation appears to have peaked, with recent price increases driven more by labor costs than food supply issues, indicating potential for stabilization in pricing [15] - Tesco's estimated EBIT margin for FY26 is projected at 4.28%, slightly above the market consensus of 4.10%, contingent on no further economic shocks [16] Group 5: Share Buyback and EPS Growth - Tesco is anticipated to complete its £1.45 billion share buyback program ahead of schedule, which could positively impact EPS [17] - The company is projected to achieve a CAGR of 10.65% through FY28, with EPS expected to reach 35.09p, driven by market share gains and increased basket sizes [18] Group 6: Valuation Perspective - Tesco's current PEG ratio is 1.5, close to the sector average of 1.6, and its forward P/E ratio of 13.6 aligns with the comparable average of 14.6, suggesting limited upside potential [21] - Despite a strong performance, Tesco's stock is considered fairly priced, with a fair value target of 440p, indicating that further upside will require stronger market share gains [22]

交通银行青岛分行党委委员、副行长刘剑平出席活动，分行零售信贷业务部总经理高军介绍了"交心惠 伴"婚恋金融服务品牌、"交心惠购"消费金融服务品牌、"博汇金智"赋能高层人才服务方案，全方位满 足市民消费需求。今年以来，交通银行青岛分行积极贯彻落实提振消费工作部署，制定了支持提振消费 专项行动方案，从19个方面明确了35项具体措施，不断加大金融对提振消费工作的支持力度，为消费者 提供更加便捷、实惠的金融服务，激发市民消费热情。 下一步，交通银行青岛分行将继续深入贯彻"金融为民"理念，充分发挥自身专业优势，精准对接消费需 求，积极探索新路径、新方法、新模式，为青岛市扩大内需、促进经济高质量发展贡献金融力量。 本次活动创新打造"政策+场景+流量"三维联动模式，通过政策引领、场景创新、流量聚合，构建起金 融与消费深度融合的生态闭环。联动文旅、商超、汽车、康养、房产、家电等重点行业，全年将推出六 大主题展会，引爆月度消费热点，以"城区联动、全域覆盖"的方式，打造贯穿全年的"1＋6＋N"金融促 消费活动，让金融活水精准浇灌消费市场。活动首日吸引数千名市民参与，让百年里院焕发新活力。 交通银行青岛分行在活动现场布设宣传展位，为 ...

上周同事小王的电饭煲突然坏了，每天下班回家只能吃外卖，又贵又不健康。看中一款 1200 块的新电饭煲，可工资还有 10 天 才发。还好他用了分期乐额度，分 6 期每月还 200，当天就把电饭煲买了回来，第二天就能自己做饭吃，再也不用啃外卖了。 作为每天为生活奔波的打工人，谁没经历过这些时刻：刚交完房租，兜里比脸还干净，却发现手机屏幕碎了急需更换；换季时 想买件保暖的外套，可距离发工资还有小半个月。总不能让这些急需解决的事儿，硬生生等上十几天吧？还好有分期乐购物额 度，就像给打工人的 "消费后盾"，不用眼巴巴盼着发工资，也能及时把需要的东西安排上。 一、额度揣兜里，打工人应对刚需不犯愁 打工人的生活，总有各种躲不开的 "必须花"：比如每天通勤的共享单车突然提示要充值年卡才划算，可手里的钱刚够吃饭；加 班到深夜，想换个舒服点的办公椅，却被价格劝退。这些时候，分期乐购物额度就能帮上大忙。 就拿换办公椅来说，一款性价比不错的要 1800 块，分 9 期的话，每月也就还 200 出头。对于月薪 4000 的打工人来说，这点钱 从日常开销里挤一挤就有了，既不用向别人借钱欠人情，也能舒舒服服办公，提高加班效率。 而且期数能 ...

Core Viewpoint - Luzhou is actively promoting itself as a regional consumption center city, focusing on enhancing its tourism and cultural offerings to attract more visitors and increase local consumption [7][9]. Group 1: Tourism and Cultural Development - Luzhou has a rich cultural heritage and is strategically located at the intersection of Sichuan, Chongqing, Yunnan, and Guizhou, with a potential market of over 80 million people [8]. - The city aims to transform its "flow" of visitors into "retention" by enhancing the quality of its tourism offerings and creating a more appealing consumer environment [9]. - Luzhou's tourism initiatives include customized travel services that have already attracted over 1,000 visitors since their launch in May [9]. Group 2: Infrastructure and Investment - Major projects are underway, including the Longma Wine Estate with a total investment of 15 billion yuan, which will feature wine production, ceramics, and cultural experiences [10]. - Other significant projects include the "Wine Must Conference" and the "Yujian Naxi Automobile Consumption Park," aimed at boosting local tourism and consumption [10]. - The city has released a list of key projects, including the "Old Luzhou·Dahu Street" and "Southwest·Starlight Market," to enhance urban consumption capacity [11]. Group 3: Night Economy and Consumption Scenarios - Luzhou is developing a night economy with a focus on night tours, markets, and entertainment, which has already garnered positive feedback from visitors [12]. - The city has identified 184 opportunities for building a regional consumption center, with a total investment of 67.8 billion yuan, focusing on immersive and multi-industry consumption scenarios [12]. - Luzhou's government emphasizes the importance of creating engaging consumption experiences that resonate with visitors, moving towards a scenario-based consumption model [13].

Core Points - The 2025 Xi'an Summer Shopping Season and the first International Beverage Festival have been launched with the theme "Leisure Shopping in Chang'an: Enjoy Your Summer" [1] - The event aims to stimulate summer consumption potential and promote the integration of commerce, culture, and tourism in Xi'an [1] Group 1 - The event is guided by the China General Chamber of Commerce and the Shaanxi Provincial Department of Commerce, with multiple local authorities involved in its organization [1] - Over 20 key commercial complexes and pedestrian streets in the city will participate in a series of themed promotional activities [1] - The initiative is part of a broader effort to implement central and provincial policies aimed at boosting consumption [1] Group 2 - Ten commercial representatives, including those from Four Seas Tangren Street and Wangfujing Department Store, issued a "One Cup Commitment" declaration to support new consumption models in the city [2] - The International Beverage Festival features renowned brands such as Coca-Cola, Master Kong, and Qingdao Beer, offering a unique culinary experience [2] - Interactive promotional activities like "1 Yuan to Buy Ice Peak" and "Stamp Collection for Blind Box" attracted significant participation from citizens and tourists [2]

Core Viewpoint - Tesco PLC has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Impact - The Zacks rating system is based on changes in earnings estimates, which have a strong correlation with near-term stock price movements [4][6]. - Rising earnings estimates for Tesco suggest an improvement in the company's underlying business, likely leading to an increase in stock price [5][10]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7][9]. - Only the top 5% of Zacks-covered stocks receive a "Strong Buy" rating, indicating superior earnings estimate revisions [10]. Recent Earnings Estimate Revisions for Tesco - For the fiscal year ending February 2026, Tesco is expected to earn $1.09 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 4.5% over the past three months [8].

Group 1 - The first "Beautiful Life Expo" opened in Beijing, featuring over 300 companies showcasing a variety of products including specialty agricultural products, outdoor gear, electronics, and new energy vehicles [1][3] - The expo spans 15,000 square meters and offers free entry for the public, creating a vibrant marketplace atmosphere with exhibitors inviting visitors to sample food products [3][5] - Notable products include unique agricultural offerings from Beijing, such as pigeon meat and eggs, and new varieties of sweet melons, highlighting innovation in local agriculture [5][6] Group 2 - The expo also features high-tech products, including Xiaomi's first SUV model, attracting significant interest from attendees [6][8] - Interactive robots, such as humanoid robots and emotion-responsive models, are showcased, reflecting a shift in consumer preferences towards products that understand and engage with users [8] - A dedicated area for the "two-dimensional" culture attracts younger audiences, with activities including card games and gaming competitions, enhancing the overall engagement of the event [10][12]