据华尔街日报：美国参议员就关税影响向克罗格和沃尔玛提出质询。 ...

Walmart and Amazon send a warning shot to credit card companies… watch the GENIUS Act… silver is now outpacing gold – where it goes next… a 100% winner for Eric Fry’s subscribers… a market tailwind from “Trump Accounts”?VIEW IN BROWSERThere’s a potentially major shakeup brewing in the financial tech (fintech) space.Over the past week, both Walmart and Amazon have quietly signaled plans to explore launching their own stablecoins.To make sure we’re all on the same page, a stablecoin is a type of cryptocurrenc ...

Core Insights - Walmart is planning to enable consumers to make purchases through TV remotes while watching shows, enhancing the shopping experience [1][2] - The retailer's strategy follows its $2.3 billion acquisition of smart TV maker Vizio, aiming to integrate shopping capabilities into the viewing experience [2][4] Group 1: Acquisition and Integration - Walmart's acquisition of Vizio allows it to enhance customer shopping journeys and create new advertising opportunities [4] - Vizio has over 18 million active accounts and a growing advertising business, which Walmart aims to leverage [5] Group 2: Advertising and Consumer Engagement - Walmart plans to expand its advertising footprint by offering tailored ads on Vizio TVs and integrating the Vizio operating system into other TV brands [3][4] - The integration of shoppable ads into streaming content is becoming more prevalent, with competitors like Disney, Amazon, and Roku leading the way [5][6] Group 3: Future Vision - The vision includes a seamless experience where consumers can purchase items, such as pizza, while watching content on their Vizio TV [2] - Walmart's retail media business, Walmart Connect, aims to help brands achieve greater impact from their advertising investments [4]

蚂蚁国际向记者表示，"计划在香港申请稳定币牌照。目前，蚂蚁国际正在全球财资管理方面加速投 资、拓展合作。" 2024年7月18日，香港金管局公布首批3家稳定币发行人沙盒参与机构，分别为京东币链科技（香港）、 圆币科技，以及渣打银行（香港）与安拟集团、香港电讯组成的联合体。 据知情人士透露，连连数字已成立专责团队，负责推进稳定币相关项目及开展用例研究。公开资料显 示，连连数字为国内一线支付服务公司，目前在全球多个地区共持有65张支付牌照。 【深圳商报讯】（首席记者谢惠茜）在中国香港《稳定币条例》即将生效之际，国内互联网巨头纷纷加 快布局稳定币步伐，蚂蚁国际与蚂蚁数科近日纷纷表态，将申请香港稳定币牌照。在此之前，京东币链 科技、圆币科技等已参与"稳定币发行人沙盒"。截至目前，京东稳定币已进入沙盒测试第二阶段。 近日，蚂蚁集团副总裁、蚂蚁数科区块链业务总裁边卓群在SNEC上海光伏展览会上透露，蚂蚁数科已 启动申请香港稳定币牌照。据悉，蚂蚁数科今年已将香港列为全球总部，并且已在香港完成监管沙箱的 先行先试。蚂蚁数科还与协鑫能科共同宣布成立新公司"蚂蚁鑫能"。 有消息称，美国最大零售商沃尔玛和美国最大电商平台亚马逊，近 ...

Group 1 - The 2025 Forbes Global 2000 list features 2,000 companies with a total revenue of $52.9 trillion, profit of $4.9 trillion, assets of $242.2 trillion, and market capitalization of $91.3 trillion [1] - The United States leads with 612 companies on the list, while China (including Hong Kong and Taiwan) ranks second with 358 companies [1] - The top three companies by revenue are Walmart, Amazon, and Saudi Aramco, with Sinopec and PetroChina ranking sixth and seventh respectively [1] Group 2 - Alphabet, Saudi Aramco, and Apple are the top three companies by net profit, with the Industrial and Commercial Bank of China being the only Chinese company in the top ten [1] - JPMorgan Chase remains the highest-ranked company in the U.S. for the third consecutive year [2] - The number of German companies on the list decreased from 50 to 49, with significant drops in rankings for major automotive manufacturers [2] Group 3 - European defense contractors like BAE Systems and Rolls-Royce have benefited from increased defense spending commitments from the EU [3] - The financial sector dominates the list with 328 banks, 134 diversified financial groups, and 117 insurance companies [3] - Nvidia has made a significant leap into the top 50, rising 63 places to rank 47 [3] Group 4 - BP's profits plummeted from $9.2 billion to $399 million due to falling oil prices and refinery shutdowns, resulting in a drop of 374 places to rank 421 [4] - Intel faced a net loss of $19 billion over the past year, falling from 107th to 488th place [4] - New entrants to the list are limited, with notable mentions including Smithfield Foods and AI cloud service provider CoreWeave [4]

Core Insights - The report outlines the current state and trends in the global retail industry, based on interviews with executives from leading retailers and analysis of data from the top 250 retail companies [5][6]. Group 1: Retail Industry Overview - The growth rate of the top 250 retail companies has slowed compared to previous years, with a total retail revenue of $6.03 trillion in the 2023 fiscal year, reflecting a year-on-year growth rate of 3.6% [10][26]. - The top 10 retailers accounted for 34.9% of the total revenue of the top 250 retailers, indicating a concentration of market power [26]. Group 2: Key Trends - **Operational Efficiency**: Retailers are focusing on improving operational efficiency through advanced technologies like AI and automation to optimize inventory management and streamline supply chains [6][8]. - **Sustainability**: Sustainability has become a critical business imperative, driven by regulations and market demands, with retailers exploring new revenue streams such as retail media networks [6][8]. - **Customer-Centric Approach**: The core principle of "customer first" remains unchanged, with a noticeable shift towards discount retailers as consumers prioritize value [6][8]. Group 3: Financial Performance of Leading Retailers - **Walmart**: In the 2023 fiscal year, Walmart's retail revenue reached $648.125 billion, with a growth rate of 6.0%. The company also reported a net profit margin increase from 1.8% to 2.5% [31][36]. - **Amazon**: Amazon's retail revenue grew by 5.4% to $251.902 billion, driven by increased sales from third-party sellers and advertising revenue [37][42]. - **Costco**: Costco's retail revenue increased by 6.8% to $242.290 billion, supported by a 93% membership renewal rate [43][47]. Group 4: Emerging Companies and Fastest Growing Retailers - The report highlights new entrants and the fastest-growing companies within the retail sector, emphasizing the evolving consumer preferences and the need for retailers to adapt quickly [6][8].

这场变革已超越商业范畴，演变为新旧金融势力的角力场。尽管面临监管和技术成熟度挑战，但当沃尔玛货架上的商品能 用稳定币标价时，我们或许正在见证21世纪最深刻的货币革命开端。对于消费者而言，更低的交易成本与更便捷的支付体 验将是这场革命最直观的馈赠。 图源:币界网 《GENIUS法案》的推进成为关键变量。该法案拟为非银机构参与支付清算开辟合法路径，但要求稳定币发行方满足储备 金透明化、反洗钱审查等严苛条件。沃尔玛游说修改法案的行为，折射出企业既渴望突破Visa、万事达卡垄断，又需确保 合规安全的矛盾心态。XBIT去中心化交易所平台分析师指出，美国财政部此前警告稳定币可能威胁金融稳定，这种监管 不确定性让企业更倾向"两条腿走路"——既研发自有稳定币，也储备USDC等合规方案作为备选。 图源:币界网 若零售巨头成功发行稳定币，影响将远超支付环节。XBIT去中心化交易所平台分析师表示：供应链金融领域，沃尔玛可 利用稳定币实现供应商货款实时结算；跨境电商中，亚马逊或能构建封闭式支付闭环，削弱PayPal的中介地位。更深远的 是，这可能倒逼银行体系升级实时支付网络（如FedNow），甚至引发美联储对数字美元的加速布局。 近 ...

Core Viewpoint - The article highlights significant developments in the global expansion of Chinese companies, particularly focusing on TikTok's e-commerce strategies, logistics advancements by JD, and the international ambitions of various brands, indicating a trend of increasing investment and operational adjustments in overseas markets [2][3]. Group 1: TikTok Developments - TikTok Shop in the US is undergoing management changes, with Chinese executives taking over to improve underperforming sales, which are projected to be around $9 billion in 2024, significantly below the $17.5 billion target [5]. - TikTok plans to expand its investment in the UK, aiming to increase its workforce to 3,000 and invest approximately £140 million (around ¥1.36 billion) in new offices [7]. - In Southeast Asia, TikTok Shop has relaxed entry requirements for sellers, leading to a GMV growth of over 200% in Thailand, surpassing the US market [9]. Group 2: E-commerce and Logistics Expansion - Temu is preparing to restore its full-service model in the US by the end of July, encouraging sellers to increase stock levels by 30%-40% in anticipation of order growth [11]. - AliExpress has launched a car sales business in the Middle East, focusing on Chinese electric vehicles, leveraging its existing automotive parts user base [13]. - JD Logistics has commenced operations in Saudi Arabia, recruiting over a thousand local employees to support its logistics network [16]. Group 3: Company Strategies and Goals - Ctrip's CEO announced plans to double the overseas revenue share within the next 3-5 years, reflecting a strategic shift towards international markets [21]. - Korean fashion e-commerce platform Musinsa is set to enter the Chinese and Japanese markets, with plans to open multiple physical stores [31]. - Grab has publicly stated that it is not currently in discussions for a merger with GoTo, despite ongoing speculation [33]. Group 4: Investment and Financing - Ant Group's international division plans to apply for stablecoin licenses in Singapore and Hong Kong, aiming to enhance its blockchain business [19]. - AI startup Glean has reached a valuation of $7.2 billion following its latest funding round, marking a 57% increase [44]. - Disney is acquiring full ownership of Hulu for approximately $439 million, concluding a lengthy negotiation process [45].

6月14日，面积超3万平方米的京东MALL光谷店开业。继徐家棚店之后，京东MALL在武汉再落一子，预计年内还将在汉阳再开一 店，首次实现"一城三店"。 武汉，正成为零售企业竞相角逐的重要市场。 京东MALL光谷广场店 前段时间，商务部等部门联合发布第一批全国零售业创新提升试点城市名单，武汉正式成为38个试点城市之一。 国家如此大力度地推进零售业创新"闯关"，为什么？ 一方面，零售业的重要性不言而喻。作为国民经济的基础性产业，零售业是连接生产与消费的重要桥梁，直接决定着百姓对生活舒适 度的"体感"，也影响着消费市场的活力。 根据国家统计局的数据，2024年我国社会消费品零售总额为487895亿元，其中商品零售额为432177亿元，占比高达87.6%。 另一方面，在多重因素影响下，传统零售业亟待调整升级，迫切需要更多新动力、新面貌激活更多消费需求和意愿。 开展零售业创新提升试点，最终要达到怎样的目标？ "十里帆樯依市立，万家灯火彻宵明"——这幅画面，描绘的正是一百多年前武汉汉正街繁荣的商业景象。 百年后的今天，武汉三镇已商业林立、遍地开花。面对高奢、时尚、潮流、亲子、二次元等不同定位的商业体，大家都能找到心仪的 ...

Group 1 - Wang Yi, China's Foreign Minister, condemned Israel's attacks on Iran, emphasizing support for Iran's sovereignty and urging international efforts for peace [4] - Wang Yi also communicated with Israel's Foreign Minister, stressing the need to avoid escalation and return to diplomatic solutions regarding the Iran nuclear issue [4] - The U.S. is highlighted as the largest service trade surplus country, with a projected surplus nearing $300 billion in 2024, while the narrative of "reciprocal tariffs" is criticized as misleading [5] Group 2 - Guangzhou has fully lifted its 15-year housing market controls, including purchase, sale, and price restrictions, marking a significant policy shift [6] - The city aims to reduce housing inventory and improve the housing market by accelerating urban village renovations and facilitating the purchase of existing homes for relocation [6] Group 3 - China's first invasive brain-machine interface clinical trial has been successfully conducted, positioning the country as the second globally to enter this phase [6] - The successful launch of the "Zhang Heng No. 02" satellite enhances China's capabilities in geophysical field observation and disaster monitoring [6] Group 4 - The China Securities Regulatory Commission imposed a fine of nearly 77 million yuan on stock manipulator Tu Wenbin, who illegally profited over 36 million yuan through various trading tactics [7] - Tu Wenbin is noted as a prominent figure in the market, previously involved with several companies as a major shareholder [7] Group 5 - JD.com opened its second JD Mall in Beijing, featuring a variety of products and interactive robots, showcasing the retail sector's shift towards technology and consumer engagement [13][14] - Walmart and Amazon are exploring the issuance of their own stablecoins to reduce transaction fees and improve payment efficiency, potentially disrupting traditional payment systems [15] Group 6 - Baidu launched a large-scale recruitment initiative for AI talent, expanding its hiring by over 60% compared to previous years, indicating a strong commitment to AI development [16] - Pop Mart has temporarily suspended offline sales of LABUBU plush toys in South Korea due to safety concerns, reflecting the company's focus on consumer trust and safety [18] Group 7 - GAC Group committed to ensuring the completion of dealer rebates within two months, aiming to alleviate financial pressures on dealers and promote healthy industry development [20] - The company is responding to industry calls for better practices and support within the automotive sector [20]