（原标题：Burberry 2025财年营收下滑17%，计划裁员约1700人） 为应对业绩压力，Burberry宣布启动组织架构变革，计划裁员约1700人，占全球员工总数的近五分之 一，预计到2027财年可额外节省6000万英镑成本，与此前4000万英镑降本计划叠加后，总节约额将达1 亿英镑。首席执行官约书亚·舒尔曼（Joshua Schulman）强调，此次重组旨在提升运营效率，同时保护 面向消费者的核心投资。 舒尔曼于2024年11月推出的"Burberry Forward"战略初见成效，下半年调整后营业利润达6700万英镑， 部分抵消上半年4100万英镑亏损。该战略聚焦品牌经典风衣、围巾等核心品类，优化定价策略，并通过 强化门店视觉陈列与数字创新重塑"永恒的英伦奢华"品牌形象。舒尔曼表示，尽管转型仍处早期阶段， 但秋冬系列订货量回升及成本控制措施已为复苏奠定基础。 消息公布后，Burberry股价当日大涨超18%，市场对其降本策略及战略聚焦给予积极反馈。然而，分析 师指出，奢侈行业需求疲软及品牌定位模糊仍是Burberry中长期增长的主要挑战。 5月14日，英国奢侈品牌Burberry发布截至3月29日 ...

21世纪经济报道记者贺泓源、实习生谭伊亭 报道 腾讯音乐丝滑步入变现周期。 2025年5月13日晚，该公司披露业绩。财报显示，在一季度，腾讯音乐营收73.56 亿元，同比增长8.7% ；调整后净利润22.26 亿元，同比增长22.8%。 业绩增长背后是，腾讯音乐付费会员业务高速增长。 在一季度，腾讯音乐在线音乐收入同比增长15.9%至58亿元。其中，订阅收入同比增长16.6%至42.2 亿 元。在线付费用户数同比增长8.3%至1.229 亿 ，单个付费用户月均收入（ARPPU） 环比提升0.3元至 11.4元。该项业务主要推力来自， SVIP（超级会员）的增长和更审慎的促销活动。广告、艺人周边及 线下演出也带动了非订阅收入的增长。 但代价也是明显的。 一季度，腾讯音乐在线音乐服务月活同比下滑4.0%至5.55亿。 需要注意的是，更重视付费用户，已经成为腾讯系企业的共同策略。2024年，腾讯旗下阅文平台整体平 均月活为1.67亿 ，同比下滑19%。其中，付费用户数为910万，同比增长4.6%。这主要由于通过核心付 费阅读产品分发更多内容，导致免费阅读渠道月活用户减少。 回到腾讯音乐，在资本市场重视利润的当下，该 ...

Group 1 - Burberry plans to cut 1,700 jobs globally, representing 18% of its workforce, to reduce costs and facilitate business transformation [1][3] - The company aims to save an additional £60 million (approximately $80 million) over the next two years, with the layoffs primarily affecting office positions [3] - The layoffs are part of a broader cost-saving initiative that includes procurement and real estate, with one-time costs expected to total around £80 million, mostly in cash [3] Group 2 - In the last fiscal year, Burberry reported an adjusted operating profit of £26 million, exceeding analyst expectations of £11 million, but significantly down from £418 million in the previous year [4][5] - Comparable sales in the fourth quarter fell by 6%, better than the average analyst expectation of a 7% decline, with sales in the Americas and Europe, Middle East, India, and Africa down by 4%, and Asia-Pacific down by 9% [5] - The company faces challenges due to geopolitical developments and a weakening consumer confidence, particularly affecting its appeal to aspirational consumers [5][8] Group 3 - Burberry is in the early stages of a business transformation plan led by CEO Joshua Schulman, who joined in 2024 [6][7] - Schulman is focusing on enhancing the popularity of trench coats and scarves while reducing emphasis on handbags, which are not traditional strengths of the brand [7] - The American market accounts for about 19% of Burberry's global business, and while there was initial momentum, the situation has become more volatile as the company approaches February 2025 [7][8]

Core Viewpoint - The luxury goods industry is facing a dichotomy between embracing AI technology for efficiency and the risks associated with data privacy breaches, exemplified by Dior's recent data leak incident [1][5][6]. Group 1: AI Adoption in Luxury Brands - Luxury brands like Hermès and Dior are increasingly integrating AI into their operations, from customer data integration to design assistance and marketing content generation [2][3]. - Hermès has established an AI governance committee to ensure ethical application of AI technologies, reflecting a broader trend among luxury brands to enhance efficiency through AI [1][2]. - The International Data Corporation (IDC) predicts that generative AI will improve marketing efficiency by over 40% in the next five years [2]. Group 2: Data Privacy Concerns - The recent data breach at Dior has raised significant concerns among consumers regarding data security, leading to a broader industry-wide apprehension about data handling practices [5][6]. - Consumers are questioning the safety of their non-sensitive data, fearing that it could be misused or lead to privacy violations, especially given the high-net-worth clientele of luxury brands [3][5]. - Experts emphasize the need for luxury brands to establish robust data protection standards that exceed general regulations to maintain consumer trust [5][6]. Group 3: The Dichotomy of Efficiency and Value - The luxury industry is grappling with the challenge of balancing the efficiency brought by AI with the traditional values of craftsmanship and exclusivity [7]. - There is a concern that excessive reliance on AI could undermine the perceived value of luxury goods, as the essence of luxury lies in its scarcity and the time invested in craftsmanship [6][7]. - Some experts argue that AI can enhance the management of scarcity by improving customer experiences and personalizing services, suggesting a potential for AI to coexist with luxury values if used judiciously [6][7].

今日导读 1. 5月14日，多只宽基ETF成交显著放量。具体来看，华泰柏瑞沪深300ETF成交额为48.93 亿元，较前一日31.7亿元的成交额增加17.23亿元。华夏上证50ETF成交也有所放量，成交额 为35.14亿元，较前一日15.93亿元的成交额实现翻倍。 2. 腾讯控股公告，2025年第一季度收入为1800.22亿元，同比增长13%；公司权益持有人应 占盈利为478.21亿元，同比增长14%。公司加大了对元宝应用与微信内的AI等新AI机遇的投 入。 3. 贵州茅台5月14日公告，公司于4月25日披露了《关于召开2024年度股东大会的通知》， 公司2024年度股东大会现场会议将于2025年5月19日14点30分召开， 因登记参会人数超过 原定会议召开地点会场容量，计划调整公司2024年度股东大会现场会议召开地点等内容 。调整 后的股东大会现场会议召开地点为贵州省仁怀市茅台镇茅台会议中心。 宏观消息 1、 5月14日， 科技部网站消息，科技部、中国人民银行、金融监管总局、中国证监会、国家发展改 革委、财政部、国务院国资委联合发布《加快构建科技金融体制 有力支撑高水平科技自立自强的若干 政策举措》 ，重点 ...

Group 1 - Gan Wei announced her divorce from Jia Yueting, citing a "widow-style marriage" as the reason, and denied rumors of asset transfer and a 4 billion yuan settlement [2] - Japanese restaurant chain SASAYA apologized for a discriminatory notice against Chinese customers, emphasizing their commitment to equal service for all [2] - Xiaomi's founder Lei Jun limited comments on his Weibo posts to followers who have been following for over 100 days to combat spam [3] Group 2 - Microsoft announced a company-wide layoff of 6,000 employees, representing less than 3% of its total workforce, to streamline management [4] - Burberry reported a 94% drop in adjusted operating profit to 26 million pounds and plans to cut 1,700 jobs globally as part of a restructuring [4] - Ford is recalling over 273,000 vehicles in the U.S. due to brake failure issues that could increase the risk of accidents [10] Group 3 - Tencent reported a 23% year-on-year increase in international game revenue, reaching 16.6 billion yuan, driven by successful titles like PUBG MOBILE [15][16] - Sony projected a 7 million USD impact from U.S. tariffs, affecting its operating profit growth expectations [7] - Alibaba opened its video generation and editing model, Tongyi Wanshang Wan2.1-VACE, which supports various video creation capabilities [13]

Group 1 - Xiaomi's founder Lei Jun has restricted comments on his Weibo account to followers who have been following for over 100 days, aiming to reduce spam comments [2][3] - Microsoft announced a company-wide layoff of 6,000 employees, which is less than 3% of its total workforce of 228,000, to streamline management levels [3] - Burberry reported a 94% decrease in adjusted operating profit to £26 million for the fiscal year 2025, with a revenue drop of 17% to £2.461 billion, and plans to cut approximately 1,700 jobs globally [4] Group 2 - Sony expects a $700 million impact from U.S. tariffs, which will hinder its operating profit growth, projecting an operating profit of 1.28 trillion yen for the fiscal year ending March 2025 [7] - Apple is exploring brain-machine interface technology in collaboration with startup Synchron to enable control of devices like iPhone and iPad through brain signals, potentially benefiting patients with mobility issues [3] - Alibaba has open-sourced a video generation and editing model called Wan2.1-VACE, which supports various video generation and editing capabilities [13]

Group 1: Apple iPhone Pricing Strategy - Apple has issued a rare price adjustment notice to channel partners, with the iPhone 16 Pro Max series seeing a price drop of $160, approximately 1313 RMB, and the iPhone 16 Pro 128GB version dropping by $176, around 1445 RMB [3] - The price cuts have led to a surge in consumer interest, with social media filled with strategies on how to take advantage of the discounts during the upcoming 618 shopping festival [3][4] Group 2: Luxury Goods Discount Trends - Major luxury brands like Chanel and Burberry are offering significant discounts during the 618 shopping festival, with reductions typically around 50%, and some items discounted as low as 20% [4] - The report from Bain indicates a shift in global luxury consumption towards value for money, with sales through discount channels showing noticeable growth [4] Group 3: E-commerce Promotions - Vipshop is launching multiple promotional activities from May 12 to June 21, with key promotional dates on May 16, May 31, and June 15, offering additional discounts on top of brand discounts [4][5] - During a limited-time event on May 14, brands like Coach and Kate Spade offered unprecedented low prices, with Coach items going as low as 1.6 times the original price and Kate Spade at 1.2 times [5] Group 4: Market Transformation Insights - The current consumer market is undergoing a transformation, with a shift from high-priced mobile phones to a focus on price as a key factor due to slower technological innovation [5] - Luxury consumption is evolving from "conspicuous consumption" to "practical consumption," particularly among younger consumers who prioritize value and experience [5] - The events of the 2025 618 shopping festival signal a broader market transformation, indicating that brands and platforms need to rethink their strategies to focus on value and consumer experience [5]

杜双介绍，为完成精准推广，企业通常会将线上各渠道收集到 的用户信息，授权给第三方数据分析机构，以分析用户的设备 型号、消费习惯等用户画像，这一过程中可能会出现数据保护 不当的问题。 作者： 罗文利 封图：图虫创意 5月13日10点13分，小岚收到了迪奥发来的短信。信息显示，迪奥于5月7日发现，曾有未经授权的 外部人员获取了迪奥持有的部分客户数据。 迪奥是法国时尚消费品牌，隶属于全球奢侈品集团LVMH（路威酩轩），主要经营手袋、女装、首 饰、香水、化妆品等高档消费品，小岚在迪奥多次购买过包和鞋子。 迪奥的短信内容显示，泄露的数据包括客户姓名、性别、手机号码、电子邮箱、邮寄地址以及消费 金额和偏好等。迪奥还强调，被访问的数据库中不包含诸如银行账户详情、国际银行账户号码 （IBAN）或信用卡信息等财务信息。 5月13日，迪奥官方客服向经济观察报就用户数据泄露一事进一步介绍，目前并未接到用户因数据 泄露导致的财产损失报告，此次短信是对用户的"预警"。另外，此次数据泄露的范围以收到短信的 用户为准，不排除海外用户同样遇到数据泄露的可能性。 迪奥并未解释用户数据在哪一个环节遭到泄露。上海锦天城（郑州）律师事务所律师贾帅告 ...

Group 1 - The luxury goods industry is facing significant challenges, with Burberry announcing plans to cut costs by £60 million ($80 million) and reduce its workforce by up to 1,700 positions, which is 18% of its global staff [1][3] - This is not the first major layoff for Burberry, as the company previously cut 500 jobs during the pandemic in 2020 due to declining luxury goods demand [1] - Following the announcement, Burberry's stock surged nearly 10%, marking its largest single-day gain in over a month, although the stock has declined 16% this year and was removed from the FTSE 100 index last year [1] Group 2 - The new cost-saving measures build on a previous plan announced by CEO Joshua Schulman to cut £40 million, with the latest initiatives expected to incur one-time costs of approximately £80 million, mostly in cash [3][4] - Despite a smaller-than-expected decline in fourth-quarter sales and an adjusted annual operating profit of £26 million, this figure is significantly lower than the £418 million reported in the previous year [3][4] - Burberry has warned of increased uncertainty in the economic environment due to geopolitical developments, with weakened consumer confidence impacting its appeal to aspirational consumers [4] Group 3 - Under Schulman's leadership, Burberry is attempting to revitalize its brand by focusing on its iconic trench coat, which, while a classic product, poses business challenges due to its long-lasting nature limiting repeat purchases [5] - The company is also shifting its marketing strategy to attract a broader, more global customer base, featuring British celebrities like Kate Winslet and Jerry Hall in its advertising campaigns [5]