十一长假结束，你是否也感到： 风景看遍，却仍未看清AI的方向？ 假期放松，却仍放不下业务的焦虑？ 别人还在回味旅途，而有一批人，早已动身。 那一批人， 不是在看AI的热闹，而是在攻AI的门道； 在过去6个月里， 他们与混沌的老师、同学一起 磨得火热 ，而且真把AI落地为真实的业绩与增长。 而你，还在独自摸索？ 2025，是AI的"涌现之年"。 混沌用一场全国AI实战大课， 为你推开那扇门，带你走进AI的世界。 谁应该来？ 企业创始人/CEO：不想在AI时代掉队，寻找可复制的落地路径 业务负责人：希望用AI提升效率、重构流程、激活增长 创业者：寻找AI新变量，构建差异化竞争力 混沌校友：与AI先锋同频，共享认知红利 这次大课有5大亮点： 1.看 200多个 AI创新企业的实战案例路演 过去6个月，混沌深度陪跑2300位同学企业实战AI，积累了 200+真实行业案例， 覆盖制造、零售、教育、互联网、医疗等行业 。在分会场，他们将围绕 各自案例路演，可借鉴的内容非常丰富。 2.听 AI大咖课+知名投资人点评AI方案 全国多位 AI领域 成功的企业家 深度剖析自己企业的案例， 分享他们的 AI实战心得。同时有多位知名 ...

新华社北京10月8日电（记者吉宁）记者8日从北京市商务局了解到，今年国庆中秋假期，北京市推出 500余项文商旅体促消费活动，着力丰富消费供给，激发市场活力。8天假期，北京市商务局重点监测的 百货、超市、专业专卖店、餐饮和电商等业态企业实现销售额95.1亿元；全市60个重点商圈客流量 5966.8万人次，同比增长13.9%。 国庆中秋假期，WTT中国大满贯赛、中国网球公开赛两大赛事举办，票根新模式激活了假日消费。石 景山区联动区内重点商圈推出"赛事票根惠享季"活动，凭赛事票根享受200余家商户优惠，涵盖餐饮、 零售、娱乐、体育等领域。"中网嘉年华Open Live第二现场"联合朝阳798艺术区、房山首创奥莱等，以 票根串联百余家品牌商户，激发区域消费活力。假日期间，新首钢园商圈、北苑商圈客流量同比分别增 长1.1倍、5.9%。 同时，一大批商业项目节前跑步入市，丰富假日消费场景，带动双井商圈、朝青商圈客流量同比分别增 长37%、18.1%。夜经济也发挥巨大潜力，第三方数据显示，北京全市60个重点商圈夜间客流量2811.6 万人次，同比增长23.3%。 在政策加持、活动引领下，北京餐饮消费同比增长4.5%。前门" ...

要知道，那些平日里按时发布的经济数据，可不是简单的数字罗列，它们更像是经济健康状况的 "晴雨表"，有着不可替 代的公共价值。 就拿月度就业报告来说，它通过非农就业人口增长、失业率、平均时薪等核心指标。 每一个数据的变动，都可能预示着就业市场是繁荣还是面临困境，是企业在积极扩张招人，还是陷入了裁员收缩的艰难 境地。 而每周公布的初请失业金人数数据，更是扮演着重要的角色，能迅速敏锐地捕捉到就业市场动态的细微变化，哪怕只是 一丝裁员潮兴起的迹象，或者经济有滑向衰退的苗头，它都能第一时间反馈出来。 政府停摆，就如同抽走了经济运行大厦的重要支柱，它直接切断了政策制定者和投资者们赖以生存的经济数据 "生命 线"。 劳工统计局（BLS）是美国政府停摆期间业务将暂停的关键政府机构之一。美国劳工部周一表示，若发生政府部分停 摆，其下属统计机构将暂停发布经济数据，其中包括备受关注的9月月度就业报告，非农就业数据为报告中的一个重要项 目。这份就业报告对美联储官员、企业及家庭的决策至关重要。 华盛顿的政治僵局，正让全球市场陷入一场前所未有的"信息饥荒"。当劳工统计局在10月3日暂停发布关键的就业报告 时，这不仅仅是一个数据的延迟，更 ...

Core Insights - The National Day and Mid-Autumn Festival holiday in Beijing saw a vibrant consumer market, with over 500 promotional activities launched by the Beijing Municipal Bureau of Commerce, resulting in a total sales revenue of 9.51 billion yuan [1] - Key commercial districts recorded a foot traffic of 59.668 million, marking a year-on-year increase of 13.9% [1] Group 1: Event-Driven Consumption - The simultaneous hosting of two major international sports events, the China Open and WTT China Grand Slam, significantly boosted urban consumption, creating a "watch and shop" model in various commercial areas [2] - The "ticket root" concept allowed attendees to enjoy discounts at nearby restaurants and shops, effectively linking sports events with local commerce [2] Group 2: Innovative Consumption Experiences - The "Open Live Second Venue" at the 798 Art District combined sports with art, allowing visitors to enjoy exclusive benefits at over 100 brands and institutions using their event tickets [3] - New commercial projects, such as "Wei Gong·Fang Hua Li" and "World Square," attracted consumers with unique experiences, including robot-operated coffee making and themed cafes [4][5] Group 3: Night Economy and Consumer Engagement - The "International Light Consumption Season" in Chaoyang District enhanced nighttime consumer activity, leading to a 39.1% increase in night foot traffic in the Asia-Olympic business district [6] - Overall, nighttime foot traffic across 60 key commercial districts exceeded 28.11 million, reflecting a year-on-year growth of 23.3% [6] Group 4: Supply Chain and Retail Performance - During the holiday, the supply of essential goods in Beijing was robust, with major wholesale markets and retail chains ensuring adequate stock levels to meet diverse consumer needs [7] - Retailers like Wumart and Yonghui increased their inventory, particularly for holiday bestsellers, while Hema Fresh raised its stock by 30% for popular items [8] Group 5: Restaurant and Food Sector Dynamics - The restaurant sector thrived, with traditional brands experiencing significant revenue growth, such as Beijing Huaten Group's restaurants seeing over a 25% increase in revenue [9] - Creative dishes and seasonal specialties attracted customers, with specific restaurants reporting a 30% increase in dine-in revenue [10][11]

国庆假期内，北京各类赛事活跃，集聚文商旅体资源拉动商圈发展。国庆假期，WTT中国大满贯、中国网球公开赛两大赛事有效拉动消费，新首钢园商 圈、北苑商圈客流量同比分别增长1.1倍、5.9%。石景山区联动区内重点商圈推出"赛事票根惠享季"活动，凭赛事票根享受200余家商户优惠，涵盖餐饮、零 售、娱乐、体育等领域。通州区携手大运河博物馆发放"看·见殷商"票根消费券，适时延长观展时间，跨界联动100余家商户延伸消费链条。"中网嘉年华 Open Live第二现场"联合朝阳798艺术区、房山首创奥莱等打造3个超现场，以票根串联百余家品牌商户，激发区域消费活力。 "夜游北京"成为消费者在国庆假期中游逛新体验。手机信令数据显示，全市60个重点商圈夜间客流量2811.6万人次，同比增长23.3%。其中，朝阳区"国际灯 光消费季"光影秀场与水上表演打造"不夜朝阳"品牌形象，亚奥、燕莎蓝港两大商圈夜间客流量分别同比增长39.1%、2.1%。丰台区"卢沟晓月""永定河与北 京城"光影科技感受历史文脉，石景山区模式口音乐嘉年华、延庆区世园公园无人机表演每日傍晚启幕，"音乐+市集""科技+体验"模式吸引游客驻留，有效 激发夜间消费潜力。 ...

Core Insights - The consumption market in Changsha has been significantly activated during the extended National Day and Mid-Autumn Festival holiday, showcasing vibrant economic activity through new scenes and business formats [1][9] - Key commercial areas experienced record foot traffic and popular dining spots saw increased patronage, reflecting the city's economic vitality [1][9] Group 1: Consumer Activity - The holiday period saw a surge in visitors to key shopping districts, with the core area of Wuyi Square recording a total foot traffic of 7.16 million from October 1 to 7, peaking at 1.15 million on October 3 [5][9] - The "First Launch Changsha" consumption season featured over 130 new stores and more than 20 exhibitions, distributing 50 million yuan in consumer vouchers, which significantly boosted local consumer engagement [5][9] Group 2: Dining Trends - The dining sector experienced high demand, with popular restaurants like Fei Dafu's spicy stir-fried pork reporting an average wait time exceeding 90 minutes and nearly 80,000 tables reserved nationwide on National Day [6][8] - The monitoring of 10 dining enterprises indicated a total revenue of 9.03 million yuan from October 1 to 7, driven by family gatherings and celebrations, highlighting the resilience and vibrancy of Changsha's festive economy [8][9] Group 3: Retail Performance - Retail sales in monitored enterprises reached 423.58 million yuan from October 1 to 7, with significant year-on-year growth in categories such as tobacco and alcohol (25.87%), beverages (17.99%), and grain and oil products (14.23%) [8][9] - The combination of cultural experiences, unique shopping opportunities, and dining experiences contributed to a dynamic consumer environment, enhancing the overall appeal of Changsha during the holiday [9]

10月1日，北京颐和园的一家机器人零售店吸引众多游客。该零售店由机器人自主提供接待、点单、支 付、取货、交付全流程服务，主营饮料和公园文创产品。中新社记者 盛佳鹏 摄 假日供应保障有力 北京主要批发市场加强货源组织，加大调运力度，全力保障假日供应总量充足、价格稳定、质量安全。 新发地市场加大农产品进场量，不断丰富供应品类，全国名特优农产品展销中心特色产品销售活跃，进 一步发挥供应主渠道作用。 零售市场供给丰富高效触达。连锁超市、直营直供企业增加备货丰富品类，满足居民假日消费需求。物 美集团多家门店调整改造，优化卖场布局，创新服务模式，日均客流量有所提升。盒马鲜生增加30%备 货，延长门店营业时间；小象生鲜整体备货量较平日增加20%，重点加强蔬菜、肉禽蛋等餐桌品类供 应，强化骑手安全培训，全力保障即时采购需求。 票根联动、首店引领打造消费新生态 中新网北京10月8日电 (记者 吕少威)据北京市商务局8日发布的数据，今年国庆中秋假期，该局重点监 测的百货、超市、专业专卖店、餐饮和电商等业态企业实现销售额95.1亿元。北京60个重点商圈客流量 达5966.8万人次，同比增长13.9%。 北京市商务局表示，北京紧抓双 ...

Core Viewpoint - The article discusses the evolving consumer behavior in China, highlighting a shift towards offline retail innovation and the emergence of new market leaders in lower-tier cities, driven by changing consumer preferences and economic conditions [5][12][14]. Group 1: Consumer Trends - There is a noticeable decline in foot traffic in many shopping malls, indicating a potential shift in consumer spending habits [5][6]. - Consumer groups are becoming increasingly differentiated, with some malls experiencing high traffic while others remain empty, suggesting a need for innovation in retail environments [7][8][9]. - The consumption confidence in lower-tier cities remains strong, contrasting with the pressures faced in first and second-tier markets [12][13]. Group 2: Investment Insights - The founder of Qicheng Capital, Chang Bin, emphasizes the importance of understanding new retail models that cater to consumer needs, particularly in the context of offline shopping [14][15]. - Successful investments have been made in companies like Qian Dama and Guoquan, which have demonstrated significant growth by focusing on community-based retail and high-quality products [16][20]. - The rapid expansion of brands such as "Zero Snacks Busy" and "New Jia Yi" illustrates the potential for achieving billion-dollar revenues through innovative retail strategies [21][30]. Group 3: Market Opportunities - The article identifies the lower-tier market as a rising mainstream market in China, presenting numerous opportunities for new retail ventures [13][14]. - The success of community-focused retail models indicates a strong demand for convenient and quality food options, which can lead to the emergence of multiple category champions in the future [21][22]. - The ongoing transformation in consumer behavior and market dynamics suggests that there is still significant potential for growth in the offline retail sector [20][21].

从成都市商务局获悉，据行业监测数据，1-7日，成都市线上线下消费合计767.5亿元，同比增长11%。 成都市各区（市）县、各大市场主体举办促消费活动超200场，其中51场重点活动合计吸引客流1459.1 万人，拉动消费18.4亿元。在各类活动的带动下，全市各大商圈街区消费人气持续加温。据行业监测数 据，1-7日，全市重点监测的10个商圈合计客流2011.5万人次，同比增长2.7%，实现营业额近40亿元， 同比增长4.4%；215条特色商街合计客流4051.9万人次，同比增长5.0%，实现营业额63.2亿元，同比增 长5.4%。据企业监测数据，东郊记忆节日营业额同比增长35.7%，铁像寺水街客流同比增长68.4%、营 业额同比增长94.0%。 ...

Core Insights - The consumer sector is not failing but undergoing structural differentiation, with significant valuation compression creating attractive entry points [1][11][15] - The traditional consumption market in China is transitioning from rapid expansion to a phase of slower growth and structural changes, indicating ongoing market vitality [2] Group 1: Current Consumer Market Dynamics - The consumer sector is in a phase of "structural transformation and confidence restoration," with government policies aimed at boosting consumption [1][2] - Traditional consumption categories like liquor are stabilizing, while new consumption trends in areas such as pet care and beauty are emerging due to the rise of the "self-indulgence economy" [5][6] - The current market is characterized by low attention and capital inflow, but upcoming festive seasons may catalyze stock price improvements [8][11] Group 2: Investment Timing and Valuation - The current period is identified as a "value window" for consumer investments, particularly before major holidays [7][11] - Consumer sector valuations are at historically low levels, with the mainland consumer index PE ratio at 19 times, indicating potential for valuation recovery [11][15] - Not all consumer stocks are advisable for investment; focus should be on "good student" companies that invest in product, channel, and brand development [11][15] Group 3: Investment Direction and Strategy - For traditional consumption, focus on leading brands with strong channel control, particularly in liquor and retail sectors [12] - In new consumption, sectors like pet care and beauty are still in growth phases, but caution is advised regarding high valuations [12] - The shift from "capacity export" to "brand export" is highlighted, with significant opportunities in Southeast Asia and the Middle East for food, beverage, and apparel sectors [12] Group 4: Generational Consumption Trends - The report outlines consumption drivers across different generations, emphasizing the "self-indulgence economy" for Generation Z and the "silver economy" for older generations [13] - New consumption growth points are expected to emerge from technological advancements and evolving consumer experiences [13][14] - The importance of a "cycle thinking" approach in investment strategy is emphasized, focusing on buying below value lines and selling above [14]