Core Insights - The marketing strategies for the upcoming season are a focal point for brands, with advertisers facing challenges such as intensified competition for traffic, high reach costs, and fragmented user attention [3] - Short dramas are emerging as a cost-effective new traffic avenue, driving brands to explore deeper and more efficient integrations of short dramas with marketing [3] Group 1: Short Drama "Xiaomeiman" - The short drama "Xiaomeiman," a derivative of a popular national IP, has been launched, showcasing a narrative that combines urban family themes, gender relationships, and female growth [4][6] - The series consists of 20 episodes that depict the emotional struggles of a single mother and the challenges of family integration, resonating with contemporary societal issues [7][10] - The lead character, played by Ni Hongjie, navigates her life after three failed marriages, aiming to create a complete family for her daughter, which leads to humorous and poignant situations [8][10] Group 2: Brand Integration and Marketing Effectiveness - The short drama is uniquely sponsored by JD.com, aligning with the instant consumption model, and effectively meets user demands for immediate entertainment and emotional resonance [4][10] - The integration of JD.com’s services into the storyline enhances brand visibility and user engagement, allowing for a seamless connection between the narrative and the brand [12][14] - The use of relatable scenarios, such as ordering flowers or meals through JD.com, avoids overt advertising while embedding the brand naturally into the viewer's experience [14][15] Group 3: Industry Trends and Brand Partnerships - The short drama sector is witnessing significant growth, with Kuaishou's commercial partnerships increasing dramatically, indicating a strong market demand for brand short dramas [17][19] - Brands are increasingly satisfied with the marketing effectiveness of Kuaishou's short dramas, leading to a high repurchase rate and expanding collaborations across various sectors [19][20] - Kuaishou is recognized as a pioneer in short drama marketing, having established a comprehensive ecosystem that supports content creation and marketing monetization [19][20]

美东时间9月11日，阿里巴巴美股隔夜暴涨8%，刷新2021年底以来的新高。受阿里暴涨带动，纳斯达克 中国金龙指数周四收涨2.89%，创3月底以来新高。 而在消费业务板块，9月10日，在阿里巴巴成立26周年之际，阿里集团旗下高德地图正式推出"高德扫街 榜"，当前该产品已经上线高德APP的一级流量入口，产品形态直指美团旗下的大众点评。 高德方面称，此榜单基于用户真实导航和出行行为，引入蚂蚁金服旗下的芝麻信用，将真实的导航到店 行为与评价反馈结合起来，希望通过用户的"行为+信用"，避免常规榜单容易被刷分、注水的问题。 高德地图是阿里旗下仅次于淘宝的第二大APP，用户规模10亿，DAU（日活）达到1.7亿，日均1.2亿次 本地生活搜索量。 9月12日，港股开盘，阿里巴巴-W高开5.86%，也创下2021年11月来新高。截至9月12日中午收盘，阿里 收涨5.93%，报收每股151.8港元，总市值28952亿港元。 消息面上，有媒体报道，阿里的自研AI芯片已经在测试中。 9月2日，据《科创板日报》，除了外部采购，阿里自身也在积极自研芯片。 早在2018年云栖大会期间，阿里就宣布成立一家独立运营的芯片公司——"平头哥半导体 ...

香港联交所网站9月12日披露的资料显示，猫眼娱乐获得董事长王长田增持。 根据公告，王长田于2025年9月9日购入猫眼娱乐180.24万股股份，平均价格约7.9554港元/股。增持后， 王长田持有的猫眼娱乐股份达到4.82亿股，约占猫眼娱乐已发行有投票权股份比例的41.45%。 猫眼娱乐是国内电影宣传发行龙头企业。王长田目前任猫眼娱乐董事长、非执行董事，王长田同时担任 A股公司光线传媒董事长。 9月11日晚间，猫眼娱乐公布了2025年中期报告。上半年公司实现营业收入24.72亿元。 根据报告，猫眼娱乐后续还有一系列主控发行、出品的影片将陆续上映。其中包括预计将于10月1日上 映的《刺杀小说家2》《熊猫计划2》，预计2025年12月底发行的《浪浪人生》《匿杀》等，这些影片均 由猫眼娱乐主控发行(开发)、出品。 上半年，猫眼娱乐的在线娱乐票务服务业务收入11.8亿元，较上年同期的10.46亿元有所增加。该部分收 入增长，主要由于上半年国内票房同比增长22.91%，而根据猫眼专业版数据，上半年电影大盘线上出 票量同比增长了17.05%。 截至9月12日发稿，猫眼娱乐盘中涨约1%，市值约95亿港元。 猫眼娱乐的主要收入 ...

Group 1 - The core focus is on the AI inference market, which is identified as a trillion-dollar opportunity, with a significant increase in remaining performance obligations (RPO) reaching $455 billion [1] - AI inference is characterized as a continuous demand that will be utilized across various scenarios, contrasting with the periodic and resource-intensive nature of AI training [1] - Qiniu Intelligent reported AI-related revenue of 184 million yuan, contributing 22.2% to total revenue, with a notable increase in AI users reaching 15,000 due to the availability of over 50 callable large models [1] Group 2 - Meeting AI inference demand requires reducing end-to-end latency and increasing throughput in production environments, with inference compute needs surpassing training requirements [2] - High-quality, accessible enterprise data is essential for providing actionable insights from inference models, making structured data assets a key resource for entering the "inference era" [2] - Qiniu Intelligent's past 14 years of experience in audio and video cloud services has equipped it with low-latency, high-throughput global real-time nodes and vast storage capabilities, positioning it favorably in the AI cloud service growth curve [2]

Group 1 - The core opportunity in the AI market lies in AI inference, which is expected to be a trillion-dollar market, as highlighted by Oracle founder Larry Ellison [1] - Oracle's remaining performance obligations (RPO) surged to $455 billion, indicating strong future revenue potential [1] - AI training is resource-intensive and cyclical, while AI inference represents a continuous demand for resources, driving sustained growth in AI cloud services [1] Group 2 - Qiniu Intelligent reported AI-related revenue of 184 million yuan, accounting for 22.2% of total revenue, with a user base exceeding 15,000 [2] - The company's AI revenue is primarily derived from AI inference services and computing resources, with over 50 callable large models available [2] - To meet AI inference demands, companies must reduce end-to-end latency and improve throughput under high request pressure, necessitating high-quality enterprise data [2] Group 3 - Qiniu Intelligent leverages its 14 years of experience in audio and video cloud services to enhance its AI cloud services, focusing on low latency and high throughput [3] - The company occupies a dual position in the value chain by providing upstream data and midstream computing infrastructure, leading to long-term revenue growth from inference computing [3] - The integration of private audio and video heterogeneous data into inference models is crucial for the company's growth in AI services [3]

有媒体称，首阶段将推旗下IP产品Baby Molly，包括黄金串珠、吊坠、金条和摆件，价格介乎980至5.68万 元。popop店员表示，该系列新品非限定产品，价格不会按照金价浮动，而是据工艺不同而定，足金系列 产品每克单价主要集中在1300-1700元。 据悉，popop单价较泡泡玛特早前联名金饰略低，如以泡泡玛特与周生生推出的"周游奇梦"(Dimoo World) 系列，约0.8克的DIMOO黄金串珠售价约1743元，单克价格约2179元。并与老铺黄金一样，popop并没有 设"金价+加工费"定价策略，产品均是一口价。 （责任编辑：宋政 HN002） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的 准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇9月12日｜泡泡玛特饰品品牌popop涉足黄金市场挑战传统金舖。据悉，将首次推出足金系列产品， 最贵单品是约重41克的黄金摆件，售价超过5.6万元。 ...

人民财讯9月12日电，赛晶科技在港交所公告，9月12日，公司旗下子公司赛晶亚太半导体科技（浙江） 有限公司（简称"赛晶半导体"）与湖南三安半导体有限责任公司（简称"三安半导体"）签订战略合作框 架协议，正式建立全面战略合作伙伴关系。赛晶半导体主要从事研发及制造功率半导体器件。三安半导 体是三安光电(600703)的全资子公司，拥有碳化硅全产业链垂直整合制造服务平台。目前，三安半导体 的8英寸碳化硅芯片产线已通线。 三安半导体将根据赛晶半导体的需求，确保稳定及时地向赛晶半导体供应产品；赛晶半导体在三安半导 体的生产计划中享有优先供应权。双方将共同评估市场增长潜力，制订产能扩展计划。 转自：证券时报 ...

Core Viewpoint - Evergrande Property has received a letter from the liquidators of China Evergrande Group and CEG Holdings regarding the potential sale of its shares, indicating ongoing efforts to find buyers for the company [1] Group 1: Company Developments - On September 10, 2025, Evergrande Property received a letter from the liquidators seeking opportunities to sell shares held by China Evergrande and CEG Holdings [1] - The liquidators have signed confidentiality agreements with interested parties and received non-binding indicative offers from some of them as of September 9 [1] - Evergrande Property's stock was suspended on September 11, 2025, and resumed trading on September 12, opening high and reaching a peak increase of 38% before closing with over a 30% gain [1] Group 2: Market Context - In August 2023, it was reported that the liquidators of China Evergrande Group hired UBS and CITIC Securities to find potential buyers for Evergrande Property, with rumors of interest from subsidiaries of China Resources Group, which were denied by China Resources Land [2] - Several real estate companies have been selling their property management stakes to alleviate financial pressures, with a recent example being the sale of property management business by Shui On Land for HKD 100 million [3] - Property management is viewed as a light-asset and stable cash-generating business, making it attractive for companies to sell in the current market environment [3] Group 3: Financial Performance - Evergrande Property reported a revenue of approximately CNY 6.647 billion for the first half of 2025, a year-on-year increase of about 6.9%, with a net profit of approximately CNY 491 million [4] - The net profit margin was approximately 7.4%, a decrease of about 0.6 percentage points year-on-year, with cash and cash equivalents amounting to approximately CNY 2.778 billion [4] - As of June 30, 2025, the total managed area was approximately 596 million square meters, an increase of about 41 million square meters from the previous year, although the conversion of signed projects from related parties is currently stalled [4]

今天分享的是：2025年职场人健康养生行为大赏报告-微博&克劳锐 报告共计：25页 《2025年职场人健康养生行为大赏报告》由微博与克劳锐联合发布，聚焦职场人健康养生现状、行为及未来趋势。当下职场 人面临严峻健康挑战，近九成受健康问题困扰，颈椎病、结节、脱发为三大痛点，30-35岁职场人健康自评分最低却体检频次 最高，且职场压力显著，38.7%职场人几乎每天加班，40.1%经历"隐形加班"，加班导致62.5%职场人情绪问题增加、60.8%健 康受饮食睡眠干扰。同时，职场人还承担家庭健康责任，尤其独生子女家庭"421"结构下，职场父母需兼顾子女抚养教育与父 母赡养。在此背景下，职场人健康意识觉醒，"预防大于治疗"成共识，2024年微博健康科普类热搜话题占比同比增181%，中 医保健类增40%，健康社交也发挥正向作用，超1/4民众愿参与运动社交，各类健康打卡话题热度高，职场人还分享体检报 告、交流健康心得，健康管理向前置化、生活化转变，行动上中西并举，兼顾饮食控制与滋补调理。报告还解析职场人健康 需求进阶，从固本级（日常科普与疾病预防，如专家分享办公健康隐患应对、季节性防护）、智养级（科学调养，如碎片运 动、补品 ...

【#恒大物业复牌大涨#，#中海华润回应恒大物业相关传言#】在历经短暂停牌后，9月12日，恒大物业 （06666.HK）复牌高开超38%。随后股价出现回调，截至发稿，报1.18港元，涨幅约28.26%，总市值约 127.57亿港元。 市场兴奋的背后是恒大物业再次找到买方。9月11日晚，恒大物业公告称，收到控股股东中国恒大及 CEGHoldings清盘人发来的接洽函称，清盘人一直寻求机会出售中国恒大及CEGHoldings所持的恒大物 业股份。目前，恒大方面直接或间接持有恒大物业已发行股本的51.016%。 有市场消息称，有意接手方包括央企中海和华润。就此，第一财经记者向两家公司求证，华润置地方面 表示，该消息不属实；中海方面称，目前还不掌握相关情况。 ...