在科技巨头微软首席执行官Satya Nadella退出星巴克董事会大约一年后，星巴克正在强化与微软的关 系。 自OpenAI于2022年底推出ChatGPT以来，各大公司一直尝试在自身运营中应用生成式人工智能，并期望 人工智能热潮能够降低成本，甚至可能推高股价。沃尔玛和摩根大通等企业巨头都已为其员工推出了人 工智能助手。 这个为期三天的活动是为了重振星巴克在美国疲软的销售。去年上任的星巴克首席执行官Brian Niccol 的首要任务包括将每单服务时间缩短至四分钟。快速准确地回答咖啡师的问题有助于实现这一目标。 星巴克首席技术官Deb Hall Lefevre表示："这只是创新技术如何为我们的合作伙伴服务的又一个例子， 并确保我们尽一切努力简化运营，让他们的工作变得更轻松、更有趣，这样他们就可以做他们最擅长的 事情。" 咖啡师无需翻阅手册或访问星巴克内网，只需使用柜台后配备绿点助手的平板电脑即可获取一系列问题 的答案，从如何制作冰镇浓缩咖啡到排除设备故障。 智通财经APP获悉，星巴克(SBUX.US)计划本月在35家门店推广其与微软(MSFT.US)Azure OpenAI平台 合作开发的生成式人工智能(AI ...

Core Viewpoint - Starbucks plans to add at least one full-time assistant manager in most of its U.S. stores to improve store operations and allow store managers to focus on hiring and scheduling tasks [1] Group 1: Operational Changes - The addition of assistant managers aims to help store managers, who currently manage about 18 employees and generate average annual sales of approximately $2 million [1] - Currently, only about 20% of Starbucks locations in the U.S. have assistant managers, and these positions are often temporary [1] Group 2: Strategic Goals - Starbucks is working to reverse a trend of declining sales for five consecutive quarters [1] - CEO Brian Niccol has committed to increasing staffing in stores to speed up service, reduce pressure on baristas, and revamp the menu and stores to enhance their appeal [1]

Group 1 - The Central Committee and State Council of China issued opinions to support the listing of enterprises from the Guangdong-Hong Kong-Macao Greater Bay Area on the Shenzhen Stock Exchange [1] - Tencent Music Entertainment Group announced a plan to acquire 100% of the shares of the online audio platform Ximalaya for a total consideration of $1.26 billion, which includes cash and stock [1] Group 2 - OpenAI launched its new AI model o3-pro, claiming it to be the most powerful model to date, outperforming competitors in various benchmarks [2] - Xiaohongshu released its first large model, dots.llm1, which has 142 billion parameters and was trained on 11.2 trillion non-synthetic data [2] Group 3 - Meituan introduced its first AI Coding Agent, NoCode, designed to automate coding tasks through natural language interactions [3] - Starbucks plans to pilot an AI assistant in 35 stores to reduce order processing time to under four minutes, addressing sales challenges in the U.S. market [4] Group 4 - Shenzhen-based Zhongqing Robotics announced a patent for a humanoid robot walking control method, aimed at improving performance in various scenarios [4] - Cao Cao Mobility has passed the listing hearing on the Hong Kong Stock Exchange, with several financial institutions acting as joint sponsors [5] Group 5 - Photon Leap Technology completed a Series A funding round of 100 million yuan to enhance AI imaging algorithm development and global expansion [6] - Yiwu's market authorities are cracking down on counterfeit LABUBU products, responding to the rising popularity of the original merchandise [6]

每经记者｜宋欣悦 每经编辑｜高涵 ｜2025年6月11日星期三｜ NO.1 OpenAI发布"史上最强"模型o3-pro，o3降价80% 当地时间6月10日，OpenAI宣布推出新一代推理模型o3-pro，并称这是目前能力最强的AI模型。OpenAI 表示，o3-pro可以访问工具，这使得它能够搜索网络、分析文件、对视觉输入进行推理、使用Python、 利用记忆个性化其响应等。根据OpenAI内部测试，o3-pro在数学基准测试AIME 2024中超越谷歌Gemini 2.5 Pro，在博士级科学测试GPQA Diamond中击败Anthropic Claude 4 Opus，展现出推理模型领域的领先 性能。此外，OpenAI CEO山姆·奥尔特曼在社交媒体宣布，OpenAI旗下推理模型o3降价80%。 点评：OpenAI发布性能领先的o3-pro并宣布o3大幅降价，这可能影响投资者对该公司发展潜力的预期。 NO.2 Meta同意以148亿美元收购Scale AI 49%股份 当地时间6月10日，据外媒报道，星巴克宣布将于本月在35家门店试点由微软Azure OpenAI平台开发的 生成式AI助手"Green ...

Group 1 - The number of initial unemployment claims in the U.S. rose to 247,000, the highest level in eight months, indicating potential job market weakness due to trade policy uncertainties [1][3] - Many companies, including Procter & Gamble, Dow, Starbucks, Southwest Airlines, Microsoft, and Meta, have announced significant layoffs, with Procter & Gamble planning to cut 7,000 jobs, approximately 15% of its non-production workforce [2] - The U.S. private sector added only 37,000 jobs in May, significantly below the expected 115,000, marking the lowest level since the beginning of 2023, reflecting a slowdown in hiring [3] Group 2 - The Federal Reserve has maintained the benchmark interest rate at 4.3% for the third consecutive time, with concerns about rising unemployment and inflation complicating its dual mandate [1] - Economic uncertainty stemming from the Trump administration's trade policies has led to decreased employer hiring intentions, contributing to a softening labor market [3][4] - Reports indicate that states like Kentucky and Tennessee have seen a notable increase in unemployment claims, potentially linked to layoffs in the automotive sector due to import tariffs [3]

Core Viewpoint - Luckin Coffee is set to launch its most significant international expansion by opening a store in downtown Manhattan, New York, despite past challenges including being delisted from NASDAQ due to a financial scandal [1][2]. Group 1: Company Expansion - Luckin Coffee has rapidly expanded in China, surpassing Starbucks with over twice the number of stores [1][2]. - The company plans to adopt a flexible and localized approach for its overseas expansion, particularly in the competitive U.S. market [3]. - Following its entry into Singapore, Hong Kong, and Malaysia, the opening in Manhattan represents a major step in its international growth strategy [1][2]. Group 2: Competitive Landscape - The entry into New York mirrors the strategy of its competitor, Koolearn Coffee, which has also opened stores in Brooklyn and Manhattan [2]. - Analysts note that New York is a challenging market due to its saturation and competition, but it offers a diverse consumer base [2][5]. - Both Luckin and Koolearn are expected to maintain lower prices than Starbucks in the U.S., although the price gap may be smaller than in China [4]. Group 3: Business Model and Challenges - Luckin's business model relies on technology, allowing customers to order via popular apps, which enhances efficiency compared to traditional coffee shop experiences [2]. - The company has successfully launched innovative products, such as a collaboration with Moutai, selling over 5.4 million cups on its first day [2]. - Challenges include higher operational costs in New York, such as wages and tariffs, which could impact pricing strategies [5][6]. Group 4: Market Perception - Younger American consumers may have a different perception of Chinese brands compared to older generations, potentially viewing affordable coffee from Chinese chains as appealing [6]. - Analysts emphasize the need for Luckin to attract a broad customer base to ensure long-term success, rather than being seen as a novelty [6].

Core Insights - The article highlights the significant growth and investment opportunities in Southeast Asia, particularly through the lens of ATM Capital's strategies and successes in the logistics and consumer retail sectors [2][10]. Group 1: Investment Strategy and Success - ATM Capital was established in 2017 as the first venture capital firm with a Chinese background focused on Southeast Asia, managing over $1 billion across four funds [2][5]. - The most successful case for ATM Capital is J&T Express, which became Indonesia's first nationwide express delivery company, achieving a daily package sorting capacity increase from approximately 180,000 to 460,000 packages after implementing automation [5][6]. - By 2024, J&T Express is projected to capture over 28% of the Southeast Asian market, with a daily average of 17.1 million packages, reflecting a 50% year-on-year growth [5][6]. Group 2: Market Opportunities and Consumer Brands - ATM Capital identifies a mismatch in supply and demand in Southeast Asia, particularly in Indonesia, where there is a high demand for quality consumer products that are not being met by existing brands [7][8]. - The company has successfully invested in local consumer brands such as Y.O.U, which fills the gap between high-priced international brands and lower-quality local brands, leveraging Chinese product development capabilities [8][9]. - Other investments include the baby product brand MAKUKU and the coffee chain Tomoro Coffee, both of which address specific market needs and have rapidly expanded their presence in Indonesia [9][10]. Group 3: Future Outlook and Methodology - ATM Capital's investment approach emphasizes "localization, integration with Chinese supply chains, and ecosystem collaboration," aiming to reshape the commercial landscape in Southeast Asia [6][10]. - The firm plans to continue focusing on high-potential sectors such as e-commerce infrastructure and consumer retail, with a strategy that avoids mere replication of Chinese models [10].

Group 1: ESG Disclosure Trends - Global ESG disclosure is shifting from voluntary to mandatory, with frameworks like the EU's CSRD and ISSB's IFRS S1/S2 promoting standardization [1] - In China, regulatory bodies like the CSRC and SASAC are moving ESG disclosure from "advocacy" to "regulation," with A-share disclosure rates reaching 33% and state-owned enterprises at over 57% in 2023 [1] - Companies face challenges in data quality and third-party verification, but technologies like blockchain and AI are emerging as solutions [1] Group 2: Corporate ESG Practices - Anta has transformed ESG reporting into consumer experiences through its "0 Carbon Mission Store," with sustainable products projected to account for 30.3% of sales by 2024 [2] - Haier Smart Home has established a three-tier governance structure for ESG, integrating ESG metrics into executive assessments and focusing on localized strategies and technological innovation [3] - Feiyu is leveraging live e-commerce to promote a circular economy, achieving a 602 kg reduction in overseas carbon emissions in 2024 and tripling the turnover rate of second-hand goods [4] Group 3: Academic Research and Student Projects - Research indicates that companies with strong ESG performance attract 3.86% more foreign investment, particularly in tech-intensive industries [5] - Initiatives like smart energy management in campuses have led to significant water savings and energy efficiency improvements [8] - Projects converting olive oil waste into high-end feed have resulted in a reduction of 9.8 million tons of CO₂ emissions annually [9] Group 4: A-Share ESG Report Research - In 2023, 1,687 A-share companies disclosed ESG reports, with an average score of 51.83, a 1.3% increase from the previous year [11] - Outbound companies scored significantly higher, averaging 59.15, indicating that ESG is becoming a competitive advantage for international operations [11] - The future of ESG disclosure in China is expected to become more standardized and digital as ISSB guidelines are implemented [11] Group 5: Future Outlook - Technologies like IoT and blockchain will enable real-time tracking of ESG data, enhancing transparency and accountability [12] - Industry alliances and financial instruments like green bonds will drive transformation across the entire supply chain [13] - Dynamic communication methods, including short videos and the metaverse, are reshaping ESG narratives [14]

"外卖平台都约谈了，这场外卖大战什么时候才能结束啊？"一位咖啡师向「市象」问道。 近段时间，外卖平台上演补贴大战，咖啡价格不断卷出新低。「市象」观察发现，在美团外卖、饿了么 （淘宝闪购）、京东外卖的全力补贴下，社交媒体上出现大量的"2元喝瑞幸"，"2元喝库迪"相关内容。 在此情况下，不少消费者大力抢购，有用户在冰箱中堆满咖啡。 对品牌管理层来说，外卖大战对品牌有利好的一面。咖啡曾在中国长期面临渗透率压力，借外卖平台补 贴战的东风，现制咖啡正在走入千家万户。 但对连锁咖啡门店的一线员工来说，近段时间的外卖大战是一场噩梦。 "每天脚底板都要站断了。"瑞幸员工孙少对「市象」感叹："半个小时做了50杯，有时一个人一早上要 做300杯。"也有瑞幸员工在社交媒体上表示，晚上说梦话时，都在喊没冰了快铲冰。 此前瑞幸刚刚经历董事长的变更。4月29日瑞幸咖啡宣布，郭谨一不再担任公司董事长，瑞幸咖啡最大 股东大钲资本的董事长兼首席执行官黎辉重新加入董事会并担任董事长职务。 这并不意味着瑞幸咖啡的战略方向会发生改变。高层变动后，郭谨一继续留任公司首席执行官及董事， 而黎辉在接任后表示："我很荣幸能够在瑞幸咖啡这个重要时刻重新加入董 ...

01.百度地图植入广告被指影响行车安全 02.盒马售假欧莱雅和雅诗兰黛正式宣判 03.库迪延长门店补贴政策 04.金龟子女儿30天带货销售额千万 05.西北大学副校长成为陕西首富 06.中美各自"下调115%关税"90天 07.中国职场AI应用率高达93% 百度地图植入广告被指影响行车安全 多名网友发文反映，他们在使用百度地图导航时，路线图界面出现饮料品牌"东鹏特饮"广告内容，且无法关闭，影响行车安全。 网传截屏显示，百度地图导航界面上，"累了困了喝东鹏特饮"广告语铺满虚拟车道。有网民指出，文字遮盖导航车道上的变道标识，而广告若在拐弯、 限速等位置出现，非常容易误导司机，构成安全隐患。 一名负责百度地图广告业务的代理商工作人员披露，东鹏特饮广告属于客户定制项目， 预计这项广告植入的合作费用超过1000万元人民币。 根据《互联网广告管理办法》，以弹出等形式发布互联网广告，广告主、广告发布者应当显著标明关闭标志，确保一键关闭。而百度地图中的广告据 报无法关闭，涉嫌违反上述规定。 （消息来源：联合早报） 盒马售假欧莱雅和雅诗兰黛正式宣判 近日，盒马售卖假欧莱雅、雅诗兰黛案正式宣判：供应商销售假化妆品，涉案金额322 ...