阿里在大约十年前曾尝试进军美国市场，但该业务始终未能发展壮大，该公司不久后便将美国平台出售 给竞争对手。尽管如此，阿里国际业务的稳步增长，以及跨境电商Temu和希音的成功，可能正促使阿 里寻求在美国和欧洲等市场扩大版图的途径。尽管全球速卖通在这些市场已运营多年，但始终未能在与 亚马逊的竞争中取得显著进展。 截至发稿，全球速卖通尚未就此置评。(作者/箫雨) 知情人士称，全球速卖通还将利用已经在阿里国内电商平台天猫入驻的大量品牌资源。至于阿里在这场 推广活动中投入了多少资金或资源，他们并未透露具体细节。目前，全球速卖通已汇聚了一些中国知名 品牌，包括智能手机供应商小米集团，以及推出Labubu品牌毛绒玩偶的泡泡玛特。 凤凰网科技讯 北京时间9月22日，据彭博社报道，阿里巴巴集团正试图吸引亚马逊公司平台上的知名品 牌入驻其全球电商网站全球速卖通，加大力度在亚马逊的大本营扩展业务版图。 据知情人士透露，全球速卖通正试图通过承诺提供比亚马逊更低的运费和更低的销售抽成来吸引更多大 品牌入驻，借此在欧洲和拉丁美洲等关键市场吸引更多客户并增加销售额。 ...

Group 1 - Northbound capital recorded a net purchase of 12.736 billion HKD in the Hong Kong stock market on September 22, with the Shanghai-Hong Kong Stock Connect contributing 8.154 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 4.583 billion HKD [1] - The most net bought stocks included the Tracker Fund of Hong Kong (02800), Alibaba-W (09988), and Hang Seng China Enterprises (02828) [1] - The net inflow for Alibaba-W was 26.14 billion HKD, driven by its promotional activities in Shanghai, Shenzhen, and Jiaxing [5] Group 2 - Semiconductor stocks saw increased domestic investment, with SMIC (00981) and Huahong Semiconductor (01347) receiving net purchases of 3.17 billion HKD and 657.9 million HKD respectively [7] - Analysts suggest that the effectiveness of US semiconductor restrictions is diminishing, potentially accelerating domestic substitution in China's AI and semiconductor industries [7] - The overall domestic semiconductor industry is expected to achieve a localization rate of 25%-30% by 2025 or 2027 due to strong policy support and market demand [7] Group 3 - The Tracker Fund of Hong Kong (02800) and Hang Seng China Enterprises (02828) received net purchases of 28.64 billion HKD and 8.61 billion HKD respectively [5] - Crystal Technology (02228) was included in the FTSE China Small Cap Index, which is expected to enhance its market visibility and investment appeal [8] - Crystal Technology reported a significant year-on-year growth of 615% in its drug discovery business and secured a contract worth 5.99 billion USD with DoveTree [8]

Group 1 - Alibaba is reportedly in talks with WeChat regarding "cooperation terms," allowing Taobao to open a mini-program within WeChat to complete transactions directly, with the condition that Taobao enables WeChat Pay without password [2] - In early 2021, Taobao attempted to launch a mini-program called "Pick Value" within WeChat, which was later removed due to "category non-compliance" [2] - In early 2022, WeChat began supporting the display of Taobao links and product information, enabling users to click links to access Taobao product detail pages, requiring non-logged-in users to bind their Taobao accounts first [3] Group 2 - By October 2024, WeChat will support direct access to Taobao links, allowing users to invoke the Taobao H5 interface to complete orders and payments without returning to the Taobao app [3] - Prior to this, JD.com announced the closure of its shopping entry in WeChat's "Discover Shopping" feature by September 30, due to the expiration of a three-year strategic cooperation agreement signed with Tencent in June 2022 [3]

Core Insights - The article highlights the steady and healthy development of China's e-commerce from January to August 2025, emphasizing the expansion of goods and services consumption, acceleration of AI innovation applications, and promotion of mutually beneficial international economic and trade relations [1] E-commerce Development - E-commerce in China has shown a robust growth with a 9.6% increase in online retail sales during the first eight months of 2025, while physical goods online retail sales grew by 6.4% [1] - The online sales of home appliances and digital products have experienced significant growth, with smart wearables, computers, and mobile phones increasing by 25.2%, 23.7%, and 20.2% respectively [1] - Online service consumption has also risen by 18.9%, with tourism and catering online sales growing by 25.5% and 19.1% respectively [1]

花旗发表研究报告中指，阿里巴巴近期的股价可能受到多种因素的支撑。阿里巴巴近期推出的店内团购 促销活动"恰逢即将到来的出行旺季，有望引导用户前往门店或餐厅消费/用餐"。此外，投资者也正密 切关注本周晚些时候阿里巴巴云的云栖大会，该会议可能会对阿里巴巴产生积极的推动作用。花旗对阿 里巴巴给予"买入"评级，其美国存托凭证的目标价格为187美元。 ...

Group 1 - Liu Qiangdong, the founder of JD.com, is making a high-profile return to the public eye, engaging in various activities from meeting local government leaders to hosting live cooking events [2][3][4] - In September 2025, Liu met with government officials in Jilin and Guangxi, signing strategic cooperation agreements and committing to increase investment in local industries [2][3] - Liu's active participation in events, including a live cooking session to promote JD's new wine and travel business, indicates his hands-on approach to expanding the company's offerings [3][4] Group 2 - JD.com is facing significant challenges in its new business ventures, particularly in the highly competitive food delivery and hospitality markets, leading to aggressive pricing strategies [7][8] - Regulatory scrutiny has intensified, with government agencies intervening in JD's promotional practices, highlighting the risks associated with its aggressive market strategies [7][8] - JD's financial performance reflects these challenges, with a reported revenue of 356.7 billion yuan for Q2 2025, a 22.4% increase year-on-year, but a net profit decline of 50.8% to 6.2 billion yuan, attributed to increased investments in new business areas [8][9] Group 3 - Liu Qiangdong's return comes after a period of relative silence, during which he focused on long-term strategy and governance, but now he is positioned as the face of JD's new expansion efforts [5][6] - The company is under pressure to innovate and grow after a challenging five years, which Liu himself described as a period of decline without significant progress [9]

美国H-1B签证新规惹争议，中国削减美债黄金储备成焦点 近期，美国总统特朗普签署一项备受瞩目的行政令，针对H-1B工作签证申请人祭出高昂的申请费用——每人每年高达10万美元，否则将不允许 入境。此举意味着H-1B签证的成本一夜之间飙升了20倍。据统计，目前在美国持有H-1B签证工作的60万外籍人士中，有7.02万为中国人。 消息传出后，微软、摩根大通、亚马逊等美国科技巨头迅速采取行动，连夜向旗下持H-1B签证的员工发出通知，要求他们尽量留在美国境内， 或尽快返回美国。这些企业深切担忧，一旦员工身处美国境外，将可能面临巨额的费用负担，使其重新入境美国变得困难重重。 H-1B签证本是为了满足美国企业在特定专业技术领域人才短缺而设立的，允许企业引进国内难以寻觅的专业外籍技术人员填补职位空缺。该签 证尤其受到美国科技企业的青睐，每年8.5万个的名额配额采用抽签制度进行分配。 从H-1B签证的国籍分布来看，印度是最大的受益国，占据了每年名额的七成以上。中国约占11.7%，主要集中在科研、金融以及高等教育等领 域。美国商务部长卢特尼克对此表示，企业应优先培训美国本土大学毕业生，而非引进外国人来"抢走"美国人的工作。 特朗 ...

郑卓文说，随着中国的新能源汽车、太阳能电池板等科技成果越来越得到认可，开泰银行已准备好为其 客户提供技术支持，期待同中国在企业层面增加合资合作。在绿色金融方面，开泰银行计划发放2000亿 泰铢（1美元约合31.9泰铢）绿色信贷，并将在绿色债券领域持续发力。在数字经济领域，开泰银行有 连接企业的支付平台，重视跨境支付的必要性，并认为只要实现人与企业互联，该行就能发挥领导、支 持和撮合作用，在未来持续推进相关进程。 "本届东博会不仅分享了人工智能发展的先进成果，还能激发创新创业的想象空间。"泰国开泰银行执行 副总裁郑卓文日前在曼谷接受新华社记者专访时表示，东博会让东盟国家企业近距离感受中国领先的人 工智能与绿色技术，这将助力泰国本地企业引入中国人工智能技术，为泰中在绿色金融与数字经济等领 域进一步深化合作提供契机。 第22届中国-东盟博览会暨中国-东盟商务与投资峰会日前在广西南宁开幕。本届东博会主题为"数智赋 能发展，创新引领未来——以中国-东盟自贸区3.0版新机遇助建命运共同体"，丰富多彩的人工智能应 用场景引人注目。郑卓文认为，中国在人工智能领域已经取得长足进步，通过博览会可以看到中国在机 器人技术、智能体等 ...

Core Viewpoint - The meeting between the leaders of Guangxi and JD Group's chairman Liu Qiangdong emphasizes the importance of deepening government-enterprise cooperation and leveraging opportunities for investment in Guangxi, particularly in the context of ASEAN market expansion [1] Group 1: Government and Enterprise Cooperation - The meeting focused on enhancing collaboration between the government and JD Group to support national strategies and share opportunities for opening up to ASEAN [1] - Liu Qiangdong expressed gratitude for the support provided by the Guangxi government to JD Group [1] Group 2: Investment and Business Development - JD Group plans to increase its investment in Guangxi, highlighting the region's favorable development trends and promising future [1] - The company aims to advance cooperation in new retail, food delivery, smart logistics, and artificial intelligence, fostering new consumption scenarios and creating event brands [1] - JD Group is committed to jointly exploring the ASEAN market to contribute to the high-quality economic and social development of Guangxi [1]

Group 1 - The 22nd China-ASEAN Expo focuses on sharing advanced achievements in artificial intelligence and green technology, providing opportunities for Thai enterprises to adopt Chinese AI technologies and deepen cooperation in green finance and digital economy [1][2] - The expo's theme emphasizes the potential of the China-ASEAN Free Trade Area 3.0, highlighting sectors such as food, agriculture, tourism, logistics, and digital commerce as primary beneficiaries [2] - The Thai government is promoting its western provinces at the expo to attract Chinese tourists and business opportunities, while the expo's various trade sections will facilitate business operations and economic exchanges [1][2] Group 2 - Krung Thai Bank is prepared to support clients with technology related to China's recognized achievements in new energy vehicles and solar panels, aiming to increase joint ventures with Chinese companies [2] - The bank plans to issue 200 billion Thai Baht in green loans and focus on green bonds, while emphasizing the importance of cross-border payment solutions in the digital economy [2] - The bank's goal is to act as a regional bridge connecting the Chinese economy with private and public sectors in various countries, fostering economic growth and creating new ecosystems [3]