1月15日，千问App宣布全面接入淘宝、支付宝、淘宝闪购、飞猪、高德等阿里生态业务。对此，新京报贝壳财经记者第一时间就外卖、订购 机票等场景进行了测试。 外卖场景：推荐商家，自动提醒凑单 首先是外卖场景。正值早点时间，记者输入"帮我买一套煎饼果子"，千问立刻显示出小字"正在使用淘宝闪购服务"，并在约3秒后弹出了记者 本人在淘宝闪购常用的地址，同时弹出了一个商品卡片，自动匹配了一家早点铺。 ▲千问App下单外卖时的截图 记者注意到，该商品卡片有"下一个"和"选它"两个选项，当记者点击"选它"时，淘宝闪购会开始自动下单，不过触发了该商家"未满店铺起送 费"的设置，对此其贴心提醒可以凑单。由于起送价格太高，记者回拉聊天框，选择"下一个"，找到了更为合适的商家，最终，在开通支付宝 付款后，记者成功在只通过千问App而不打开其他应用的前提下，买到了早点。 记者注意到，当首次使用千问执行上述场景，该应用会弹出相应的授权协议。如淘宝闪购的授权提醒显示，"使用您的手机号查询、绑定淘宝 闪购账号，完成授权后即可使用淘宝闪购收货地址，并由淘宝闪购为您提供商品交易服务。" 而首次使用支付宝付款时，其则提醒"我们会将你的注册手机号/ ...

11月30日，据路透社报道，由于受关税影响担心物价上涨，消费者转向AI比价工具，助推美国"黑色星期五"线上销售额激增。Adobe Analytics数据显示， 黑五当天美国线上消费额达到118亿美元，比2024年（108亿美元）黑五增长9.1%，刷新了单日网购记。另据云软件Salesforce以更大范围的零售样本（包 括杂货等日常消费）测算，黑五当天美国线上支出约180亿美元，全球线上支出约790亿美元，同比分别增长3%和6%，其中，热门品类主要集中在高奢服 饰、游戏机、电子产品和家电等高客单价品类。 这次黑五几乎可以说是一次"给电商打的胜仗"。据Mastercard SpendingPulse统计，美国黑五当天零售总销售（剔除汽车）同比增长4.1%，其中电商渠道增 长10.4%，而线下门店销售只增长1.7%。而专业客流统计机构RetailNext的数据显示，实体店黑五客流反而比2024年再跌3.6%。也就是说，美国消费者钱 确实比去年多花了，但增量几乎都长在"线上"，商场里的"排队抢门店"在快速淡出舞台。 事实上，黑五数据增长背后释放出多重信号，下面我们来逐一深入分析。 ▌中低收入人群"理性剁手"，高收入人 ...

Core Viewpoint - Pinterest reported disappointing Q3 earnings, with EPS falling short of expectations, leading to a nearly 20% drop in stock price post-announcement due to intense competition from major platforms like Meta [1] Financial Performance - Q3 revenue reached $1.05 billion, a 17% year-over-year increase, meeting market expectations; net profit was $92.11 million, up 201% from $30.56 million in the same period last year [1] - Adjusted EPS was $0.38, below Wall Street's expectation of $0.42 [1] - Q4 revenue guidance is projected between $1.31 billion and $1.34 billion, with a midpoint of $1.325 billion, lower than analyst expectations of $1.34 billion [1] User Metrics - Pinterest's North American market saw a slight increase in monthly active users, growing by 1 million to 103 million, but revenue from this region was $786 million, below the expected $799 million [2] - Global monthly active users reached a historic high of 600 million, exceeding market expectations of 590 million [6] Market Context - Competitors like Meta, Google, Amazon, and Reddit reported strong Q3 earnings driven by robust advertising spending, with Meta's revenue increasing by 26% to $51.24 billion [5] - Pinterest's advertising revenue is heavily reliant on its visual search engine, which aims to enhance user engagement in sectors like fashion and home decor [1] Challenges and Outlook - CFO Julia Donnelly noted a slowdown in advertising spending in the U.S. and Canada, particularly affecting large retailers facing tariff-related issues [2] - The company anticipates ongoing market uncertainty and the impact of new tariff policies on home goods in Q4 [3] - Despite challenges, Pinterest's adjusted EBITDA for Q3 was $306 million, surpassing expectations of $295 million, with ARPU at $1.78, slightly below the anticipated $1.79 [6]