商业生态重构

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21评论丨互联网大厂下一步:外卖向下,AI向上
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-24 22:51
特约评论员 陈白 近日,三家具身智能公司千寻智能、逐际动力、众擎机器人接连发布融资消息,值得注意的是,背后的 领投方均为京东。但其实不止是京东,本轮"外卖大战"的主要参与玩家,在一边竞速即时零售的同时, 也都没有停下对于AI和具身智能的投入步伐。 同时,阿里通义千问也在最近几天宣布更新旗舰版Qwen3模型,近一段时间以来,阿里旗下的夸克、钉 钉等业务线在AI应用领域也是进展不断。上个月,美团发布了首款AI编程智能体,美团核心本地生活 业务CEO王莆中在接受采访时也表示美团在AI上投入巨大。此外,按照21世纪经济报道此前报道中不 完全统计,百度、阿里、字节、华为、腾讯等AI基座模型头部大厂,已经悉数开放并大力推介基座模 型的具身智能。 看起来,送外卖和投入人工智能产业似乎"风马牛不相及"。前者追求的是分钟级的履约效率和海量订单 的规模效应;后者探索的是机器理解物理世界并自主行动的终极边界。但如果穿透表层业务的浪花,回 到战略层面来观察潮水的流向,就会清晰发现更底层的逻辑——中国互联网大厂正在进行的,是一场基 于AI技术革命的商业生态重构。 今天的互联网大厂们,之所以会做出这些看似割裂的选择,实际上的逻辑却是相通 ...
2025美国消费趋势预警:关税阴影下,非必需品类支出或降12%?
Sou Hu Cai Jing· 2025-06-16 08:26
Core Insights - The U.S. market in 2025 is facing a potential consumer spending slowdown, particularly in non-essential goods due to new tariff policies impacting consumer choices [1] - The Biden administration's tariffs on Chinese goods aim to revive local manufacturing but have led to increased costs for imported goods, affecting consumer spending on non-essential items [1] - The middle-class consumer spending structure is shifting towards essential expenditures like food and housing, while discretionary spending on electronics and luxury items is declining [3] Group 1 - Consumer spending in non-essential categories such as electronics and fashion is projected to decrease by up to 12% in the next six months due to tariff pressures [1] - E-commerce platforms are experiencing a decline in click-through and conversion rates for certain categories, indicating a shift in consumer behavior [3] - Sellers are recognizing the need for efficient and stable cross-border operations to maintain continuity amid rising costs and changing consumer preferences [4] Group 2 - Tools like "Cross-Border Guardian" are being utilized by experienced teams to enhance operational efficiency and manage risks associated with multiple platforms [4] - While non-essential categories are shrinking, there is a rise in demand for cost-effective, sustainable products, with mid-range smartwatches seeing an 18% increase in sales [4] - Major platforms like Amazon and eBay are tightening their standards for overseas sellers, favoring local fulfillment and user experience [5] Group 3 - The market in 2025 emphasizes rational spending, efficiency, and adaptability, creating a competitive environment for cross-border sellers [7] - The underlying issue is a restructuring of the global commercial ecosystem and a shift in consumer psychology, necessitating upgrades in technology, product selection, and marketing strategies [7] - Companies that can stabilize their operations and adapt to changing market conditions will be better positioned for future growth [7]