淘宝闪购选择拉上微信的盟友。1月7日，北京商报记者从微盟获悉，微盟集团已与阿里巴巴集团旗下本 地生活服务平台淘宝闪购达成战略合作，双方将围绕即时零售、数字营销、技术创新等领域展开多维业 务合作与探索。 淘宝闪购是即时零售赛道的实力选手，微盟是微信私域流量的资深玩家。公私域流量、商家供给资产、 数字化经营能力等资源，是双方"联姻"的推手，也是当下急需补上的短板。 各取所需 电子商务交易技术国家工程实验室研究员赵振营也表示，微盟能扩大SaaS覆盖与订阅收入，淘宝闪购能 补齐私域与商户运营能力，双方共同做大即时零售蛋糕，可以把"顾客资产"变成生态共有的增长引擎。 精细化运营 从微盟和淘宝闪购具体的合作内容来看，双方将进行系统打通和业务协同，在商户资源上实现共享。例 如微盟的商户能高效接入淘宝闪购平台，实现本地零售"到家、到店"的一体化运营。这意味着，淘宝闪 购将借势获得更多本地生活领域的商家资源。根据微盟2025年上半年的财报数据，使用微盟SaaS产品等 订阅方案服务的商家数量有5.9万家，覆盖本地生活、服饰、快消、美妆等领域。其中，有1227家品牌 商家使用微盟的智慧零售解决方案服务，这类商家每用户平均订单收入为 ...

以下文章来源于波波夫同学 ，作者波波夫 波波夫同学 . 关注被技术异化的世界 本文来自微信公众号： 波波夫同学 ，作者：波波夫，题图来自：视觉中国 婚姻和商业一样，魔鬼总是在细节之中。 最初，有机敏的网友发现田朴珺的微博删除了大量与王石的合影。之后，在元旦祝福中，田朴珺发布 的是个人单人海报，且互动中未见王石身影，与往年两人高调秀恩爱的风格形成反差。 又有人发现2025年下半年两人出席活动时"坐位隔开、全程零交流"的视频。随着猜测升级，网上开 始出现各种真假难辨的消息：有传闻称两人已在商业领域完成资产清算和切割，仅剩极少数关联公 司。甚至流传出一份所谓的"离婚声明"。 2012年田朴珺在微博晒出一锅王石做的"笨笨红烧肉"，曝光了这段颇受争议的忘年恋情。2018年， 王石在颁奖典礼上以"谢谢我的妻子田朴珺"正式公开身份。2024年初，王石曾公开承认两人育有一 个女儿，2025年两人也曾合体发布带娃视频。 源于社交平台的种种细节猜测，最终由田朴珺本人以"假的"二字直接辟谣。 假作真时真亦假，无为有时有还无。在2026年的今天，中国社会对多元生活方式的包容度比十多年 前已经大幅提高，而且网络对于这段恋情、特别是对王 ...

Core Viewpoint - The article discusses recent fluctuations in the equity markets, particularly focusing on the performance of the Hong Kong and Japanese stock markets, and highlights three main variables affecting market sentiment, including Alibaba's rating downgrade, the decline in precious metals, and liquidity concerns [2][4][6]. Group 1: Market Performance - The Asia-Pacific markets showed weakness, with Hong Kong stocks collectively declining and the Japanese market also underperforming, leading to a drop in the A50 index by nearly 1% [2]. - The Nikkei 225 index closed down 1.06% at 51,961.98 points, with significant declines in major stocks such as Nintendo (-4.65%) and Sony (-3.28%) [3]. - The Hang Seng Index fell significantly, losing over 355 points and dropping below 26,400 points, while the Hang Seng Tech Index declined by over 2% [3]. Group 2: Alibaba's Rating Downgrade - Freedom Capital Markets downgraded Alibaba's rating from "Buy" to "Hold," reducing the target price from $180 to $140 per share [4]. - This downgrade occurred despite Alibaba reporting quarterly earnings that exceeded expectations, with cloud services being a key growth driver [5]. - Concerns were raised regarding the rapid increase in capital expenditures related to the cloud business and the relatively moderate growth of its retail business compared to competitors [5]. Group 3: Precious Metals Decline - Precious metals prices fell as investors took profits, compounded by a strengthening dollar ahead of key employment data releases [5]. - The market sentiment for precious metals was pressured, with expectations that the Federal Reserve may cut interest rates at least twice this year [5]. - The adjustment in the stock of Zijin Mining, which had previously surged, contributed to pressure on the Shanghai Composite Index [5]. Group 4: Liquidity Concerns - According to CITIC Securities, there is a liquidity gap due to seasonal fluctuations and increased government debt financing, which could tighten liquidity in the banking system [6]. - The central bank's actions, including reverse repos and medium-term lending facilities, will determine whether the liquidity situation will trend towards tightening [6]. - The ongoing foreign exchange settlement by commercial banks may consume excess reserves in the banking system, leading to structural liquidity pressures [6].

Core Viewpoint - The article discusses recent fluctuations in the equity markets, particularly focusing on the performance of the Hong Kong and Japanese markets, and highlights three main variables affecting market sentiment, including Alibaba's rating downgrade, the decline in precious metals, and liquidity concerns [1][3][4]. Group 1: Market Performance - The Asia-Pacific markets showed weakness, with Hong Kong stocks collectively declining and the Japanese market also underperforming, leading to a nearly 1% drop in the A50 index [1][2]. - The Nikkei 225 index closed down 1.06% at 51,961.98 points, with significant declines in major stocks such as Nintendo (-4.65%) and Sony (-3.28%) [2]. - The Hang Seng Index fell significantly, losing over 355 points and dropping below 26,400 points, while the Hang Seng Tech Index saw a decline of over 2% [2]. Group 2: Alibaba's Rating Downgrade - Freedom Capital Markets downgraded Alibaba's rating from "Buy" to "Hold," reducing the target price from $180 to $140 per share, despite the company reporting better-than-expected quarterly earnings [3]. - Concerns were raised regarding the rapid increase in capital expenditures related to Alibaba's cloud business, with uncertain return prospects [3]. - The company's ability to expand its retail and cloud businesses without significantly increasing costs will be a key factor influencing its performance in the coming quarters [3]. Group 3: Precious Metals Market - Precious metals experienced a decline as investors took profits, compounded by a strengthening dollar ahead of key employment data releases [3]. - The market sentiment for precious metals was pressured, with expectations that the Federal Reserve may cut interest rates at least twice this year [3]. - The adjustment in the stock of Zijin Mining, which had previously surged, contributed to some pressure on the Shanghai Composite Index [3]. Group 4: Liquidity Concerns - According to CITIC Securities, there is a liquidity gap due to seasonal fluctuations in M0 and increased government debt financing, which could lead to structural tightening in the banking system [4]. - The central bank's actions, including reverse repos and medium-term lending facilities (MLF), will determine whether the liquidity situation trends towards tightening [4]. - Continuous foreign exchange settlements by commercial banks may consume excess reserves in the banking system, impacting overall liquidity [4].

Group 1 - The core message of the news is the implementation of green consumption initiatives by multiple government departments to promote a low-carbon lifestyle and enhance green procurement, which aligns with corporate needs for cost reduction and carbon reduction [1] - The initiatives include 20 measures across seven dimensions, focusing on product supply, service consumption, and consumption patterns [1] - JD Group's government and enterprise services are integrating carbon footprint management technology with procurement platforms to support green procurement supply chain development [3] Group 2 - JD's government and enterprise services have expanded the supply of green agricultural products and developed green housekeeping services, enhancing compliance with new policy demands [4] - In the green agricultural sector, JD has partnered with China National Nuclear Corporation to launch a mini-program featuring over 180 specialty agricultural products, facilitating connections between local green products and national enterprise procurement [4] - JD's housekeeping services cover over 110 cities and serve nearly 10 million households, providing diverse options for employee benefits and supporting social responsibility initiatives [4] Group 3 - JD's smart procurement system, JD Huicai, enables enterprises to digitize the entire procurement process, allowing for precise carbon emission calculations during procurement [5] - The digital invoice service has issued over 60 million electronic invoices since 2025, saving millions in paper costs and reducing carbon emissions from paper circulation [5] - JD's initiatives in green leasing and waste recycling are designed to lower costs and carbon emissions, with integrated leasing solutions reducing comprehensive usage costs by approximately 30% [6][7] Group 4 - JD's comprehensive asset disposal solutions enhance the efficiency of second-hand circulation while ensuring compliance and maximizing asset value [7] - The company has achieved significant improvements in fixed asset management efficiency, including an 86% reduction in inventory time and a 75% decrease in audit costs [7] - The integration of carbon concepts throughout the production to terminal chain is emphasized as crucial for corporate green transformation, with technology innovation being key to clarifying carbon reduction efforts [8]

1月7日晚8点，一年一度的京东PLUS会员年度盛典将重磅开启。届时，京东PLUS会员将联合腾讯视频VIP、网易云音 乐等推出价值超千元的买1得5"超级联名卡"，仅需298元限时抢购，同时赠5斤车厘子。京东PLUS会员还可领1345元超 级补贴，1月8日当天叠加万券使用。此外，京东PLUS会员还可享苹果手机0元以旧换新抽签购、至高领20元京东外卖 券、1元抽取赢森海塞尔耳机或小度AI音箱等超级福利。现在起打开京东搜索"PLUS年度盛典"即可直达活动页面。 值得关注的是1月8日起，京东PLUS会员"生活服务包"也将再添新权益，在原有的积分0元兑换保洁、洗衣洗鞋、洗 车、寄快递、在线问诊、读书VIP等权益基础上，新增汽车保养、超声波洁牙等服务，用积分就能免费兑换，尽享轻 松好生活。 京东PLUS会员年度省钱近300亿元，成为消费者"省心又省钱"的首选 作为中国首个电商付费会员体系，京东PLUS会员已陪伴用户走过十年美好岁月。十年以来，京东PLUS会员始终以用 户需求为核心，通过与京东家政、汽车、外卖、健康、酒旅等内部生态深度融合，以及与外部超600家异业品牌在生 活特权、联名卡方面的紧密合作，不断丰富会员专属权益， ...

为更好地配合以旧换新政策落地普惠，支持国补战略进乡村，进一步促进乡村消费提振，京东在承接以旧换新工作的基础 上，2025年针对乡镇及以下地区累计投入近300亿元，用于商品补贴、营销推广、物流履约、服务能力建设等，为广大乡镇及 以下地区消费者带去国家补贴与京东补贴的多重福利与海量产品，以及一站式高效国补换新体验。 政策与市场的积极协同，切实提升了消费者的幸福感，也增强了市场发展信心。未来，京东将持续做好两新政策的落地实 施工作，助力国家换新补贴高效、安全地覆盖广大消费者。 （编辑 郭之宸） 在线上，消费者打开京东APP，搜索"国家补贴"即可抵达活动会场。在线下，消费者可前往全国近3万家京东MALL、京东 电器城市旗舰店、京东之家以及京东家电专卖店，购买商品享受国补优惠。 针对家电家居品类，京东依托自身强大的供应链优势，可为包括农村地区在内的全国消费者额外提供旧机补贴和"送、 装、拆、收"一体化服务、以旧换新"送取同步"，以及"三免四不限"服务（即旧机免费上门、免费拆卸、免费搬运；不限旧机购 买渠道、不限品牌、不限年限和不限品相）。 本报讯 （记者梁傲男）近日，国新办在举行的新闻发布会上，介绍了绿色消费的有关情况 ...

区别于传统货架电商"人找货"的路径，TikTok Shop力推"兴趣电商"模式，即发挥推荐优势，以短视频、 直播为核心构建"兴趣发现—内容种草—信任下单"的交易闭环，商家、消费者可在TikTok平台内完成全 流程。 另据分析公司EchoTik估算，TikTok Shop2025年第三季度GMV与eBay规模相当。知情人士透露，受"黑 五网一"(BFCM)购物季拉动，2025年第四季度TikTok Shop平台GMV超过250亿美元，领先eBay；12月单 月GMV在海外市场超越Shopee。 公开信息显示，TikTok Shop最初于2021年上线，经过近5年发展已进入全球17个市场，包括美国、欧洲 多国、东南亚六国，以及墨西哥、巴西、日本等。 1月7日消息，据知情人士透露，2025年，字节跳动旗下全球电商平台TikTok Shop活跃消费者达4亿；平 台GMV接近千亿美元规模，仅次于亚马逊、沃尔玛、Shopee、eBay，在海外主流电商平台中排名第 五、增速第一。 ...

Core Viewpoint - The ongoing food delivery war among JD, Alibaba, and Meituan has led to significant employee concerns and financial losses, with discussions revealing a lack of confidence in the strategies being employed by these companies [1][13][14]. Group 1: JD's Performance and Employee Sentiment - JD announced that 92% of its employees received full or excess year-end bonuses, with total investment increasing by 70% year-on-year, indicating a strong financial commitment despite underlying issues [1]. - However, JD employees expressed significant concerns about the sustainability of their food delivery business, with market share plummeting from 31% to 8% within a year, leading to fears of system collapse [10][11]. - The company reported a cumulative loss of 31.8 billion yuan in new businesses for the first three quarters of 2025, with marketing expenses surging by 110.5% [11][12]. Group 2: Alibaba's Strategic Confusion - Alibaba employees are confused about the company's pivot back to food delivery amidst a focus on AI, with many questioning the effectiveness of the strategy given the significant financial losses [4][5]. - The company's operating profit fell dramatically to 5.37 billion yuan in Q3 2025, an 85% decrease from the previous year, while sales and marketing expenses soared by 105% [6]. - Employees expressed skepticism about the long-term viability of the food delivery strategy, questioning whether it was a genuine effort for future growth or merely a short-term fix [6][7]. Group 3: Meituan's Anxiety and Market Position - Meituan employees are experiencing anxiety over the company's declining market share, which dropped from 60% to 50%, alongside a reported net loss of 16 billion yuan in Q3 2025 [7][10]. - The company faced its first quarterly loss in three years, with marketing expenses increasing by 91%, raising concerns about the sustainability of its business model [8][10]. - Employees are divided on the necessity of engaging in the food delivery war, with some believing that competition is essential for revenue generation, while others feel the pressure is unsustainable [10].

Core Insights - Amazon has been generating product pages for items sold by independent retailers without their consent, leading to confusion and complaints from these sellers [1][2][3] Group 1: Independent Retailers' Experiences - Independent sellers, such as Sarah Burzio, discovered their products listed on Amazon without their knowledge, resulting in incorrect orders and customer complaints [1][2] - Retailers expressed concerns about the potential infringement of their copyrights and agreements with suppliers due to unauthorized listings on Amazon [4] - Some sellers, like Amanda Stewart, were shocked to find their entire product catalogs listed on Amazon despite previously ignoring invitations to sell on the platform [3][4] Group 2: Amazon's Response and Strategy - Amazon's spokesperson stated that sellers can opt out of these programs, which aim to help consumers discover brands not sold on Amazon's main site [2][4] - The "Buy For Me" program has expanded significantly, from approximately 65,000 items at launch to over 500,000 items currently [2] - Analysts noted that Amazon's approach of including brands without their consent is unprecedented and reflects a more aggressive strategy to onboard products [4]