“双11”大促期间 服务消费热点频现 “AI+电商”模式屡次被提及

Core Insights - The Hong Kong stock market's consumer sector experienced fluctuations, with the consumer ETF (513230) showing a slight decline. Notable performers included Samsonite, which surged over 21%, while companies like Wynn Macau and Miniso faced significant declines [1] Group 1: Market Performance - The consumer ETF (513230) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, encompassing major players in the internet e-commerce and new consumption sectors, including Pop Mart, Lao Pu Gold, and Miniso, alongside tech giants like Tencent and Alibaba [2] - During this year's "Double 11" shopping festival, total online retail sales reached nearly 2.4 trillion yuan, marking a new high with a year-on-year growth of over 10% [1] Group 2: Consumer Trends - The "Double 11" event is shifting from a product-driven model to one focused on services, experiences, and emotional value, reflecting changing consumer preferences [1] - The integration of AI technology in e-commerce is becoming increasingly prominent, with platforms aiming to leverage AI to create a "second growth curve" [1]