36氪晚报｜速卖通墨西哥“海外托管”正式上线；字节跳动Seed开源VeOmni框架；腾讯元宝接入京东

Group 1: Company Financial Performance - Zeekr Group reported a total revenue of 27.431 billion yuan in Q2, a year-on-year decrease of 0.9% but a quarter-on-quarter increase of 24.6%. The net loss for Q2 was 287 million yuan, narrowing by 88.8% year-on-year and 62.4% quarter-on-quarter [1] - Weibo's Q2 revenue reached 4.448 billion USD (approximately 32 billion yuan), with an adjusted operating profit of 1.618 billion USD (approximately 11.58 billion yuan), exceeding Wall Street expectations. Advertising revenue for Q2 was 3.834 billion USD (approximately 27.56 billion yuan) [3] - Vipshop reported Q2 net revenue of 25.8 billion yuan, with a GMV of 51.4 billion yuan, reflecting a year-on-year growth of 1.7% [7][8] - JD Group's Q2 revenue was 356.7 billion yuan, showing a year-on-year growth of 22.4%. The net profit attributable to ordinary shareholders was 16.2 billion yuan, with a retail revenue growth of 20.6% [9] Group 2: Strategic Partnerships and New Initiatives - Thunder Innovation and Ant Group announced a strategic partnership to create digital payment solutions for the global market, launching the Thunder X3 Pro AI glasses that enable payment through visual recognition [1] - AliExpress launched an "overseas custody" service in Mexico, allowing local merchants to stock products and gain promotional benefits [2] - Tencent's Yuanbao introduced a new feature allowing users to directly purchase physical books from JD, enhancing its e-commerce capabilities [5] - NetEase Cloud Music reported a net revenue of 3.82 billion yuan in the first half of the year, with a significant increase in long audio content consumption [6] Group 3: Market Developments - China Evergrande announced a hearing on September 16 regarding its liquidation process, with its stock continuing to be suspended [4] - Jingwei Hengrun plans to mass-produce its urban NOA solution based on NVIDIA's Orin-X chip by the end of this year, indicating advancements in autonomous driving technology [10] - Yuxin Technology successfully won a bid for a digital currency project overseas, emphasizing its focus on cross-border payment as part of its international strategy [11]