Core Insights - The article discusses the limitations of AI in making supply chain decisions independently, highlighting a scenario where an AI system makes a large order without understanding the underlying market dynamics [1] - It emphasizes the need for AI to have real-time, granular perception of the physical world to avoid misjudgments and enhance decision-making capabilities [2][3] Group 1: Ambient IoT and AI Integration - Ambient IoT is positioned as a critical technology that provides AI with the necessary "senses" to perceive subtle changes in the real world, moving beyond mere calculations [2] - The concept of "Physical AI" is introduced, advocating for AI to be rooted in the real-world operations rather than just existing in the digital realm [3] Group 2: Visibility and Data Collection - Ambient IoT aims to achieve "99% visibility" of physical assets, extending its reach to every item in the supply chain, thus creating a comprehensive view of operations [4] - Unlike traditional IoT, Ambient IoT can continuously collect and transmit multi-dimensional data, allowing AI to gain insights from a "real-time documentary" of the physical world [4] Group 3: AI's Evolving Role - With enhanced physical perception, AI's role shifts to capturing signals amidst noise, providing early warnings of risks, and offering insights for various scenarios, while humans focus on understanding complex organizational goals [5] Group 4: Walmart's Strategic Move - Walmart's partnership with Wiliot to deploy 90 million smart tags signifies a major step towards integrating Ambient IoT into its supply chain, aiming to enhance its AI decision-making system with real-time data [7][10] - This collaboration is seen as a validation of Ambient IoT's potential for large-scale commercialization, moving beyond experimental phases [10] Group 5: Value Proposition of Ambient IoT - The article outlines a "three-stage rocket" model for the value evolution of Ambient IoT: starting with cost reduction (TCO engine), moving to sustainability (ESG booster), and culminating in AI integration (physical intelligence payload) [10][11] - The TCO engine emphasizes the cost-saving benefits of eliminating battery needs, while the ESG booster addresses environmental concerns by reducing battery waste [11][13] Group 6: Future Directions and Strategies - The article suggests that the future of Ambient IoT relies on a collaborative ecosystem involving multiple industries and stakeholders, as exemplified by the formation of the Ambient IoT Alliance [17] - It recommends that Chinese tech giants engage in international standard organizations to influence global standards and leverage their market size for rapid technological advancement [18][20]

以下文章来源于零售威观察 ，作者零售威观察 零售威观察 . 零售威观察，口袋中的全球新零售宝典 来源 | 零售威观察 一场无声的革命已经到来。 仅仅3年前，我们惊叹于AI居然"学会了说话"：大型语言模型（LLM）以前所未有的流畅度与人类对话、写作，一度让我们以为这就是未来的 终极形态。然而，风向的转变比预期来得更快。 一个共识正在迅速凝聚： 仅仅"会说话"的AI，不过是这场变革的序曲；真正的未来，属于能"办成事"的AI。 显然，说话的本质是"预测下一个Token"，而真正的AI，应该是"完成下一个任务"。 欢迎来到Agentic AI（自主式AI）的时代。这是一种能够理解复杂意图，自主规划，并调用工具完成任务的智能体（Agent）：让AI从一个"博 学的顾问"进化为一个"可靠的执行者"，这意味着游戏规则被彻底改写。 这不再是关于模型参数的技术迭代，而是一场关乎效率、成本乃至整个商业模式的权力重构。在这场席卷所有行业的新权力游戏中，两个最庞 大的身影率先走上前来，站在了历史的聚光灯下：亚马逊（Amazon）与沃尔玛（Walmart）。 仅仅 将它们 视为零售商，是对这个时代最严重的误判。在Agentic AI的 ...

Walmart is continuing to invest in high-demand footwear via its latest collaboration with Stadium Goods. Manish Joneja, executive vice president of Walmart U.S. Marketplace and Walmart Fulfillment Services, announced the new partnership in a blog post on the company’s website on Tuesday, writing that the retailer is once again expanding its assortment of sought-after brands through this new venture. More from WWD The executive noted that exclusive Stadium Goods styles, like Air Jordans and Air Force 1s, ...

Core Insights - The rise of county-level consumption is driven by economic development and improved infrastructure, leading major brands to expand into these markets [1][2][4] - Sam's Club has opened its fourth store in Suzhou, targeting strong economic counties and cities, with a focus on customized and high-quality products [1] - The county market is becoming increasingly vital, with the county and township market accounting for 38.8% of total retail sales in the first three quarters of the year [2] Group 1: Market Expansion - Major brands, including international hotel chains and coffee shops, are entering county markets due to saturation in first and second-tier cities [3][4] - The hotel industry is seeing significant growth in county tourism, with brands like Hilton and Marriott establishing a presence in these areas [3] - Starbucks has expanded to 7,758 stores in China, covering over 1,000 county-level markets, indicating a competitive push into lower-tier cities [3] Group 2: Economic Factors - The county market offers lower property and operational costs compared to urban centers, making it attractive for businesses [4] - Rapid economic growth, urbanization, and rising income levels in counties are contributing to increased consumer spending [4] - Counties serve as crucial points for rural revitalization, enhancing local attractiveness and investment environments through the presence of high-quality brands [4]

新兴市场动态 1、沙特Kafalah 计划推动中小企业融资同比增长8%，达37.3亿美元 据沙特通讯社（SPA）报道，沙特阿拉伯中小企业融资担保计划（Kafalah）在2025年第三季度共发放 5447份担保，使中小企业融资总额同比增长8%，达到140亿里亚尔（约合37.3亿美元）。其中，担保总 额达106亿里亚尔，较2024年同期增长4%，共有4384家中小企业受益于该计划。数据显示，2025年第二 季度中小企业融资同比大幅增长98%。当季，Kafalah 为32家企业提供担保，总额超过7900万里亚尔。 2、沙特实施货运新规，清关效率成跨境卖家关注焦点 南非政府计划投资约1267亿美元（约1640亿新元），以推进能源转型，解决长期困扰该国的电力供应问 题，推动经济增长。 新华社报道，南非电力和能源部长拉莫豪帕星期天（10月19日）在南非行政首都比勒陀利亚 （Pretoria）公布南非内阁通过的2025年综合资源计划。他说，通过实施这一计划，到2039年，南非可 再生能源、天然气和核能的发电量将明显超过煤炭。 据拉莫豪帕介绍，届时，南非煤炭发电占比将由目前的58%降至27%，风能发电占比将从8%升至24%， ...

BENTONVILLE, Ark.--(BUSINESS WIRE)--Walmart today announced the return of its beloved annual Thanksgiving meal, with its best offer yet. This incredible basket offers over 20 national and private brand items – including a Butterball turkey for $.97 per pound, its lowest price since 2019 – as a one-click basket serving 10 people for less than $40. It's also offering free express delivery on the meal basket for first-time Pickup and Delivery customers. This year, Walmart is raising the standard e. ...

Walmart is offering its lowest price in years for Butterball turkeys this Thanksgiving, as the food seller flexes its muscles to entice price-sensitive consumers with deals https://t.co/gOGceKZrf3 ...

Core Insights - Walmart's partnership with OpenAI and ChatGPT has driven its stock to all-time highs, raising both excitement and concerns about sustainability [1][2] Company Overview - Walmart has a long-standing reputation for scale and delivering "everyday low prices" across its 10,700 global stores and e-commerce platforms [2] - The company is refreshing its narrative and reshaping the retail industry through its new deal with OpenAI [2] Partnership with OpenAI - The partnership allows customers to make purchases directly through ChatGPT, introducing an Instant Checkout feature that enhances the shopping experience [3] - CEO Doug McMillon emphasized the shift from traditional eCommerce experiences to AI-driven, personalized shopping [4] Technological Advancements - Walmart's investment in AI and ChatGPT, combined with its pricing power, has attracted investor attention [5] - The company possesses extensive data, including real-time delivery data, which is crucial for e-commerce success [7] - Walmart's in-house shopping bot, Sparky, will be integrated with ChatGPT, positioning the company uniquely in the retail landscape [8] Operational Efficiency - Walmart's AI initiatives have led to significant operational improvements, such as an 18-week reduction in apparel production timelines and a 40% improvement in customer care resolution times [9] Stock Performance - Walmart shares have increased by approximately 4% in October, 12% over the past three months, and 32% over the past year, outperforming the S&P 500 [6] - The stock is currently at an all-time high, with analysts generally optimistic, although they project only about 5% upside potential over the next year [10][11] Economic Challenges - The company is facing rising costs due to tariffs, which are expected to continue impacting inventory replenishment [12]

When Walmart enacted the biggest pay raise in history, it destroyed $21.5 billion in market value. Today, it credits the moves with its gains. https://t.co/ipSdCIW6Oe ...

国家统计局数据显示，2024年全国居民人均可支配收入41314元。但是如果要在南京德基广场体验一次"商场会员专属厕所"，至少需要凑齐4个人的全年可 支配收入。 因为人为设置的"如厕门槛"，南京德基广场的"会员制"厕所在不久前登上社媒热搜。媒体报道中提到，要获得这一"会员厕所"资格，消费者需在一年内消 费满20万元，或在180天内日均消费累积达10万元，有商家甚至在二手平台上贩卖会员码。 当"上厕所也要凭会员"的事件在现实中发生，"会员"这个日常生活中最常见的身份，也多了一层奇幻色彩。 会员制：从"经营神器"到"收割利器" 在互联网时代，几乎每个人都被"会员"包围。开视频追剧要会员，点外卖要会员，叫网约车要会员，连买菜、听歌、网盘存文件也都离不开会员。然 而"会员制"并不是互联网时代的新发明。 19世纪末20世纪初，欧洲和美国上流社会就开始流行绅士俱乐部、乡村高尔夫俱乐部之类的"私人俱乐部"。通过缴纳年费，会员能够享受独家社交与休闲 空间，由此也赋予会员的核心价值——身份象征与排他性权益。 早期的会员制，本身是一种互利共赢的经营模式——企业以优惠和服务换取用户的长期信任与忠诚，用户则通过会员身份获得更稳定、更高 ...