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抖音生活服务“心动街区”首站落地北京西单
Bei Jing Shang Bao· 2025-12-19 09:59
抖音生活服务相关负责人介绍,2025年11月20日至2026年1月20日,抖音生活服务陆续联动西单、五道 口、望京、王府井、蓝色港湾、华熙·LIVE五棵松六大核心街区落地"心动街区"活动,邀请关晓彤做代 言人,投入亿级补贴,联动上述六大商圈累计超15000个商家,为用户奉上最低2折起的逛吃好品。西单 是北京"心动街区"活动的线下第一站。 北京商报讯(记者 金朝力)12月18日,由西城区商务局、西长安街街道携手抖音生活服务联合主办 的"星耀西城时尚服装秀暨'心动街区'发布仪式"在西单举行。活动现场发布"心动西单逛吃指南",包含 多元消费福利、逛吃地图和潮流玩法,同时在西单更新场、君太百货、西单大悦城、汉光百货等场地设 置特色装置打卡点,形成串联式消费体验场景。 ...
浙文互联:吴瑞敏减持公司股份10万股,减持计划期限届满
Mei Ri Jing Ji Xin Wen· 2025-12-19 09:22
每经头条(nbdtoutiao)——海南封关首日直击:为中国探路,全球最大自贸港如何重塑开放边界? 截至发稿,浙文互联市值为109亿元。 每经AI快讯,浙文互联(SH 600986,收盘价:7.36元)12月19日晚间发布公告称,公司收到了吴瑞敏 女士出具的《关于股份减持结果的告知函》,截至2025年12月19日,本次减持计划期限届满,在本次减 持计划期间内,吴瑞敏女士通过集中竞价交易方式减持公司股份10万股,占公司总股本的0.01%。本次 减持计划实施完毕。 2025年1至6月份,浙文互联的营业收入构成为:互联网服务占比100.0%。 (记者 曾健辉) ...
互联网里的“黑暗森林”法则
Sou Hu Cai Jing· 2025-12-19 06:13
网络上的"猎物" 微信现在很普及了,很多人习惯在网上晒自己的动态,或是表达心情,或是分享自然风光,或是针砭时弊。例如你今天去医院了,护士和医生都比较忙, 没有时间和你交流,你发文表达医院的服务还需要改进一些。 这本来就是个人心情的一个表达,但如果不小心被人截图传到其他微信群、微博或者贴吧等网络空间,可能会引发一次舆论轰炸,也许你会被"不懂 事""娇气""根本不了解医务人员的辛苦"等批评声包围,没有人在意你只是单纯提个意见。网络上,有些人是"杠精",他们专门"挑刺";有些人根本就 是"喷子",不管你说什么都反驳你,批你一顿;有些人纯属在网络上发泄,甚至说一些与你观点无关的东西。你好像就是他们的"猎物",等你一出现,大 家群起而攻之。你不知道他们是谁,他们唯一做的事情,就是等待他们的"猎物"出现,然后再集体"开火"。等"猎物"反应过来,他已经在"口水中淹 没"了,这会给人很大的心理压力。 随着更多人的娱乐重心逐渐转移到网络,很多小事件被发布到网上后,容易吸引大量关注,形成了网络暴力滋生的土壤。网络暴力致死致伤事件频发,例 如:一服装店的老板怀疑某个顾客在其经营的服装店试衣服时偷了一件衣服,该老板将顾客的照片上传到 ...
腾讯控股(00700):关注云业务出海前景,AI成为新业务基因
GF SECURITIES· 2025-12-19 01:59
Investment Rating - The report maintains a "Buy" rating for Tencent Holdings (00700.HK) with a current price of 605.00 HKD and a fair value of 754.73 HKD [10]. Core Insights - Tencent Cloud is leveraging its domestic advantages to expand its overseas business, particularly in Southeast Asia and the Middle East, with a focus on stable energy and power supply for data centers [10][12]. - The company has developed a comprehensive AI strategy, integrating AI into its business model and enhancing talent acquisition, which is expected to accelerate growth [10][16]. - The financial forecast remains unchanged, with projected revenues of 7,524 billion RMB and 8,278 billion RMB for 2025 and 2026, respectively, reflecting growth rates of 14.0% and 10.0% [10][25]. Financial Projections - Revenue (in billion RMB): - 2023A: 6,090 - 2024A: 6,603 - 2025E: 7,524 - 2026E: 8,278 - 2027E: 8,915 - EBITDA (in billion RMB): - 2023A: 2,119 - 2024A: 2,941 - 2025E: 3,022 - 2026E: 3,528 - 2027E: 3,991 - Net profit attributable to shareholders (in billion RMB): - 2023A: 1,577 - 2024A: 2,227 - 2025E: 2,586 - 2026E: 2,953 - 2027E: 3,295 - EPS (in RMB/share): - 2023A: 16.32 - 2024A: 23.51 - 2025E: 28.32 - 2026E: 32.34 - 2027E: 36.09 - P/E Ratio: - 2023A: 16.3 - 2024A: 16.1 - 2025E: 19.4 - 2026E: 17.0 - 2027E: 15.2 - ROE (%): - 2023A: 19.5% - 2024A: 22.9% - 2025E: 22.4% - 2026E: 21.7% - 2027E: 20.8% [4][10]. Tencent Cloud Expansion - Tencent Cloud has established infrastructure in 22 physical regions and 64 availability zones globally, with over 3,200 acceleration nodes, focusing on Southeast Asia and the Middle East for future growth [12][10]. - The strategy for acquiring core customers in Southeast Asia includes deepening relationships with local leading enterprises and serving Chinese companies expanding overseas [13][10]. AI Integration - Tencent's AI strategy encompasses infrastructure, platform tools, and application layers, with significant investments in talent acquisition to enhance AI capabilities [16][10]. - AI is expected to drive growth in advertising and gaming sectors, with improvements in user experience and operational efficiency [17][10].
前11月税收收入增长1.8%,欧盟撤销电动化计划 | 财经日日评
吴晓波频道· 2025-12-19 00:30
Group 1: Fiscal Revenue and Economic Indicators - In the first 11 months of 2025, national tax revenue reached 16.48 trillion yuan, a year-on-year increase of 1.8%, with the growth rate slightly improving by 0.1 percentage points compared to the first 10 months [2] - Major tax categories showed stable growth, with VAT and domestic consumption tax increasing by 3.9% and 2.5% respectively, while personal income tax grew by 11.5% and corporate income tax increased by 1.7% [2] - The performance of the equipment manufacturing and modern service industries was strong, with tax revenue from computer and communication equipment manufacturing up by 14.1%, and scientific research and technical services up by 14.6% [2][3] Group 2: Employment Trends - The unemployment rate for urban youth aged 16-24 fell to 16.9% in November, a decrease of 0.4 percentage points from October, marking the lowest level in five months [4] - The overall urban unemployment rate remained stable at 5.1%, indicating ongoing employment pressures, particularly among the youth demographic [4] - Recent government meetings emphasized policies to stabilize employment, particularly for key groups such as college graduates and migrant workers [4] Group 3: EU Automotive Regulations - The EU proposed to amend its 2035 ban on the sale of fuel and diesel vehicles, easing carbon emission standards from a 100% reduction to a 90% reduction, allowing more flexibility for traditional car manufacturers [6][7] - The new car registration in the EU saw a 1.4% year-on-year increase in the first ten months of 2025, with hybrid vehicles leading the market share at 34.6% [6] Group 4: Financial Sector Developments - China International Capital Corporation (CICC) announced a merger with Dongxing Securities and Xinda Securities, with the new CICC expected to exceed 1 trillion yuan in total assets and significantly expand its retail network [8][9] - The merger aligns with regulatory guidance to cultivate leading investment banks in China, addressing the high level of competition and service price pressures in the domestic brokerage industry [8] Group 5: Real Estate Financing Issues - A trend of converting business loans to housing loans has emerged as the interest rate for existing housing loans has decreased to around 3%, but this practice lacks policy support and carries significant compliance risks [10][11] - The narrowing interest rate spread between business and housing loans has exposed borrowers to increased financial risks, as the complexities of such transactions can lead to funding gaps [10] Group 6: Apple’s Market Adjustments - Apple has adjusted its iOS applications in Japan to comply with new regulations, allowing developers to distribute apps through third-party stores and integrate various payment methods, significantly reducing its commission rates [12][13] - The reduction of the so-called "Apple tax" in various regions poses challenges to Apple's profit margins, especially as it maintains a higher commission rate in China compared to other markets [12][13] Group 7: Meituan's New Business Venture - Meituan has quietly launched a "Find House" feature, primarily focusing on rental and second-hand housing, while collaborating with third-party real estate service providers for traffic distribution [14][15] - The entry into the real estate market reflects Meituan's strategy to diversify its business amid intense competition in local services, although it faces risks associated with customer satisfaction in this new domain [14][15]
让手机号码实现“干净流转”(多棱镜)
Ren Min Ri Bao· 2025-12-18 22:17
然而,号码资源盘活利用不能以牺牲用户的利益为代价。一些网民分享类似的困扰:新号主频繁收到原 号主的账单、验证码甚至催债电话;使用新办手机号注册应用,不料却被提示"已占用",若此前用户绑 定的互联网账号未解绑,新号持有人往往无法再次注册……这些琐碎的烦恼反映的是数字时代下的民生 痛点。这些情况不仅打扰现号主的正常生活,还可能导致前号主的个人隐私泄露,也引发公众对于数字 资产处置、数字记忆留存与隐私安全的担忧。 期待运营商、平台、用户等多方形成合力,让手机号码实现"干净流转",确保每一位用户都能在数字时 代既享受资源便利,又无后顾之忧 不久前,一则"网友新手机号意外登录已故歌手李玟账号"的消息引起广泛关注。有网友发帖称,自己在 使用新办的手机号注册网易云音乐APP账号时,收到验证码后自动登录上了李玟的账号。拥有超26万粉 丝的艺人账号因运营商的二次放号被新用户意外登录,反映出当前数字账号的管理问题——号码回收利 用带来的"数字身份"混乱。 二次放号本是资源循环的理性选择。我国11位手机号码资源有限,若不回收利用,号码供给会更加紧 张,同时,升级至12位号码的社会成本高昂,短期内难以实现。工业和信息化部主导的"二次 ...
品牌控价:你的战略做对了吗?
Sou Hu Cai Jing· 2025-12-18 13:28
在今天的商业环境中,各大品牌面临的价格困境日益严峻。在各大电商与社交平台上,未经授权的低价、乱价、假冒商品悄然上架,持续侵蚀着品牌方多年 投入建立的高端形象与市场定位。核心经销商的利润空间与销售积极性被严重打击,"劣币驱逐良币"的现象时有发生。 这些困境的核心在于,品牌控价是一项需要专业法律知识、技术工具和系统策略支持的综合性工程,仅凭品牌一己之力难以周全应对。 品牌控价已远不止于简单的渠道管理,它直接关乎品牌资产、企业利润与可持续发展,是一场真正的战略核心保卫战。然而,许多品牌方在尝试自行管控 时,往往因方法不当陷入法律与市场的双重困境。 01 现实警示:价格失控带来的多重经营危机 价格体系一旦崩塌,首先冲击的是品牌的根本价值。价格是品牌定位最直观的体现,长期、混乱的低价会向消费者传递"产品不保值"、"价值低廉"的信号, 严重损耗品牌声誉,导致用户忠诚度下降。 更深层的危机在于渠道体系的瓦解。合规经销商的利益若因窜货、乱价行为得不到保护,其投入资源和遵守规则的动力将消失,最终可能导致核心销售渠道 流失,让整个市场陷入恶性价格战的混乱之中。 更为隐秘的风险是法律与数据的双重失守。市场上的假货、未授权商品可能使 ...
光环新网:第六届董事会2025年第四次会议决议公告
Zheng Quan Ri Bao· 2025-12-18 13:14
(文章来源:证券日报) 证券日报网讯 12月18日,光环新网发布公告称,公司第六届董事会2025年第四次会议审议通过《关于 公司向银行申请授信额度的议案》。 ...
继续迈向会办事 千问APP开始可以规划路线了!
财联社· 2025-12-18 12:50
12月18日, 千问App里也可以导航、找餐厅和规划路线了!今天,千问APP开始接入第一个 阿里生态场景——高德,在调用高德扫街榜的底层服务后,千问APP可以提供导航、找餐厅、 规划路线的服务能力,进一步从"会聊天"向"能办事"迈进。 千问的视觉理解能力也在地理场景中得到了延伸。用户收到婚礼请柬,只需截图上传并问一 句:"周日要去这里参加婚礼,帮我推荐这附近的酒店",千问即可精准提取图片中的地址信息 并生成住宿建议。同时,千问还能根据天气状况推荐地点,还能给出穿衣建议。 对于复合任务,它能"顺路规划"。"明早9点要到灵隐寺 上香 ,给我规划一条合理出行路线, 并且给我推荐一下灵隐寺附近好喝的咖啡",针对这种连贯需求,千问基于导航路线,在"顺 路"约束下筛选店铺,真正实现了导航与生活服务的无缝衔接。 目前, 千问APP已接入高德庞大的实时地理数据系统——每日超千亿次实时调用的时空引 擎、覆盖全球超2亿POI(兴趣点)。这将赋予千问真正的"地理空间理解与推理能力"。 在最新版本中,这种能力已初步显现。千问APP不只是生成一段文字建议,而是能够调用高德 地图、扫街榜等底层服务,即时生成包含推荐餐厅、酒店、地理位置及 ...
腾讯“千域计划”2025成绩单公布:“被集成”模式增长153%
Sou Hu Cai Jing· 2025-12-18 07:46
Core Insights - Tencent Smart Retail and Life Industry announced the upgrade of the "Qianyu Plan" to provide more support for partners, focusing on cooperation mechanisms, incentives, and resource support to help partners discover new growth opportunities [1][3] - The "2025 Qianyu Achievement Report" highlighted significant growth, with the total number of cooperative projects reaching over 150% of the previous year, and overall cooperation amount exceeding 150 million yuan [1][3] Group 1: Ecosystem Development - The partnership ecosystem has expanded, with cross-industry collaborations emerging in retail, tourism, hospitality, property, and real estate, enhancing the overall cohesion and combat effectiveness of the "warrior system" [3][5] - Notable collaborations include the CHATBI solution for management challenges, cloud hosting models for cost reduction in hospitality, and AI co-creation with Youzan for improved user operations [3][5] Group 2: 2026 Qianyu Plan Upgrades - The 2026 Qianyu Plan will focus on addressing partner pain points by enhancing cooperation mechanisms, incentives, and resource support to help partners navigate challenges and uncover new growth opportunities [5][6] - The plan will welcome partners from various industries to co-create solutions, emphasizing digital infrastructure, applications, and strategies to support clients' digital upgrades [5][6] Group 3: Market Resources and Opportunities - The Qianyu Plan will integrate marketing resources and provide diverse training, certification, and AI resources to address market challenges such as insufficient business opportunities and low market visibility [6][8] - The focus will be on AI, overseas expansion, and holistic operations to explore new growth directions, with an emphasis on making AI accessible across industries [6][8] Group 4: Future Directions - The Qianyu Plan aims to recruit and nurture excellent partners through selection, management, and Tencent ecosystem empowerment, fostering collaborative growth and exploring new digital growth paths [9]