金十图示：2025年07月21日（周一）热门中概股行情一览（美股收盘） -0.13(-2.21%) +0.15(+4.70%) +0.09(+1.40%) 搜狐 搜狐 金融壹账通 迅雷 2.88亿市值 2.91亿市值 4.51亿市值 14.99 7.47 4.61 +0.14(+0.91%) -0.01(-0.13%) +0.14(+3.13%) y 云米 2.30亿市值 小牛电动 斗鱼 第4回 2.81亿市值 2.57亿市值 3.37 3.61 8.52 +0.50(+6.23%) +0.07(+2.12%) -0.02(-0.55%) 猎豹移动 华米科技 宝尊电商 huami 1.80亿市值 1.93亿市值 1.85亿市值 6.28 12.91 3.08 +0.95(+17.89%) -0.01(-0.49%) -0.28(-2.14%) 天燒生物 第九城市 世间 途牛 1.01亿市值 1.74亿市值 1.32亿市值 2.13 9.39 8.72 +0.24(+2.79%) +0.03(+1.33%) -0.72(-7.12%) 蘑菇街 CF 玖富 1895.51万市值 -- 機光 7097.01万市值 ...

今日多条要点，一起来看详情↓ ↓ ↓ 美宜佳门店突破40000店 7月20日，美宜佳全国第40000家门店在广西南宁隆重开业。这是继2022年全国门店数量突破30000家后，在全国布局上的又一重要跨越，也标志着美宜佳 正式开启"全国40000店"新篇章。截至目前，全国门店网络已覆盖22个省市、240多座城市，月均服务顾客超过2.5亿人次。 图：美宜佳 京东启动新业务"生鲜折扣店" 7月21日消息，京东再度发力折扣零售赛道。据悉，京东或早在今年2月便开启了名为"京东生鲜折扣店"的新业务。该业务聚焦线上生鲜商品折扣销售，各 类商品最低可享5折优惠，还提供小时达、次日达以及自提服务。然而，截至目前，此业务尚未进行大规模推广，平台内多数商品显示无货，由此推测该 业务仍处于调试测试阶段。"京东生鲜折扣店"依托京东生态体系运营，用户需使用京东账号登录。 市场监管部门再次约谈外卖平台企业 7月18日，市场监管总局约谈饿了么、美团、京东三家平台企业，要求相关平台企业严格遵守电子商务法、反不正当竞争法、食品安全法等法律法规规 定，严格落实主体责任，进一步规范促销行为，理性参与竞争，共同构建消费者、商家、外卖骑手和平台企业等多方 ...

Market Capitalization Overview - New Oriental has a market capitalization of 15.105 billion [2] - TAL Education Group has a market capitalization of 10.487 billion [2] - Vipshop Holdings has a market capitalization of 10.338 billion [2] - Grape King has a market capitalization of 8.158 billion [2] - 51.25 billion market capitalization for Qifutec [2] - Kingsoft Cloud has a market capitalization of 4.376 billion [2] - Miniso has a market capitalization of 5.626 billion [2] Stock Performance - New Oriental's stock decreased by 0.09 (-0.49%) [2] - TAL Education Group's stock decreased by 0.28 (-1.11%) [2] - Vipshop Holdings' stock increased by 0.17 (+3.99%) [2] - Grape King's stock increased by 0.04 (+0.28%) [2] - Qifutec's stock decreased by 0.14 (-0.79%) [2] - Kingsoft Cloud's stock decreased by 0.44 (-1.04%) [2] - Miniso's stock decreased by 0.26 (-1.63%) [2] Additional Company Insights - Lufax Holdings has a market capitalization of 1.905 billion [2] - iQIYI has a market capitalization of 2.556 billion [2] - Weibo has a market capitalization of 2.500 billion [2] - Lexin Fintech has a market capitalization of 1.199 billion [2] - Sohu has a market capitalization of 0.291 billion [3] - Huami has a market capitalization of 0.192 billion [3]

天相投顾数据显示，二季度末，腾讯控股继续蝉联主动权益基金头号重仓股，宁德时代及贵州茅台继续 位居第二、第三大重仓股。 【导读】基金二季度重仓股出炉，这些个股获集体增持 随着公募基金2025年二季报披露，主动权益基金最新重仓股也随之出炉。 在二季度调仓换股的过程中，表现亮眼的光模块板块、创新药板块以及此前低配的银行板块获得主动权 益基金较多增持。其中，光模块板块中的中际旭创、新易盛，PCB板块中的沪电股份位居主动权益基金 增持榜前三。 值得注意的是，尽管前三大重仓股保持不变，但公募基金抱团趋势有所减弱。前二十大重仓股中，有19 只个股遭到基金减持，仅招商银行获得增持。 腾讯控股蝉联头号重仓股 主动权益基金持股集中度有所下降 今年二季度，A股市场走出"V形"反转行情，季初受特朗普关税政策冲击，沪深两市一度大幅调整， 在"国家队"护盘作用下，市场迅速企稳，热点轮番演绎，季末站稳3400点之上。 在这一过程中，主动权益基金也积极调仓换股，把握结构性行情，刚刚披露的全部公募基金二季报揭开 了主动权益型基金的最新调仓动向。 天相投顾数据显示，今年二季度，纳入统计的5277只积极投资偏股型基金的前三大重仓股保持不变，分 别 ...

Investment Rating - The report maintains a "Recommendation" rating for the Southeast Asian e-commerce market, highlighting TikTok Shop as an industry dark horse and J&T Express as a key player in logistics [2][7]. Core Insights - The Southeast Asian e-commerce market continues to show robust growth, with a projected total transaction value (GMV) of $128.4 billion in 2024, reflecting a year-on-year increase of 12%. Indonesia remains the largest market, contributing $56.5 billion, which accounts for 44% of the region's total GMV [8][11]. - TikTok Shop is rapidly expanding, achieving a year-on-year growth rate of 39% and a compound annual growth rate (CAGR) of 235% from 2021 to 2024. In 2024, TikTok Shop's GMV reached $22.6 billion, capturing a market share of 17.6% [11][18]. - J&T Express is positioned as a leading third-party logistics provider, benefiting from its partnership with TikTok Shop, particularly in Indonesia, where it holds a significant market share [23][24]. Summary by Sections Market Size - The Southeast Asian e-commerce market is expected to reach a GMV of $128.4 billion in 2024, with Indonesia contributing $56.5 billion, followed by Thailand and Malaysia with growth rates of 21.7% and 19.5%, respectively [8][11]. Competitive Landscape - Shopee remains the market leader with a GMV of $66.8 billion and a 52% market share. TikTok Shop's rapid growth has narrowed the gap, while Lazada maintains a stable position with a GMV of $18 billion and a 14% market share [11][18]. Logistics Sector - J&T Express has demonstrated competitive pricing, with its average price per shipment decreasing from $0.87 in H1 2023 to $0.67 by H2 2024, leading to a market share increase of 3.2 percentage points to 28.6% [29][30].

( 图片来源：《澳华财经在线》) 根据最新发布的2025财年澳洲高管富豪排行榜（Rich Bosses list），WiseTech Global创始人兼执行主席 Richard White以约134亿澳元的财富名列榜首，Chemist Warehouse（已与Sigma Healthcare合并）联合创 始人Mario Verrocchi位居第二，身价约76.4亿澳元，Pro Medicus联合创始人Sam Hupert以接近69亿澳元 的财富位居第三。 Richard White连续第三年蝉联冠军。2025财年，其所持股票的价值增加大约4.4亿澳元，增幅3%。 该榜单根据今年6月30日澳洲ASX300公司高管所持本公司股票的价值进行排名。数据显示，前50名高管 的财富接近610亿澳元，但其中520亿澳元来自前10名，570亿澳元来自前20名。 下面为2025财年澳洲高管富豪Top-10排行榜： 【财经要闻及评论】 澳洲ASX300高管富豪排行榜揭晓 榜首身价134亿澳元 (来源：AFR) 澳洲增长型养老基金Top-10排行榜出炉 最高年回报率近13% 根据研究机构Chant West发布的报告，澳洲养老金 ...

Core Insights - The article presents the weekly ranking of outstanding works titled "作·嗅之星" for the period of July 11 to July 17, 2025, highlighting the top articles and their authors [1][3]. Ranking Summary - The top article is "The Company Doesn't Care How Much Work You Do" by Ye Xiaochai [3][5]. - The second-ranked article is "Why is the Takeaway Industry Still in Battle After Ten Years?" by Junze [3][5]. - The third article, "Is Effort Really Becoming Less Valuable?" is authored by Jiu Bian [3][5]. - "Alibaba's 'Advance' and Pinduoduo's 'Retreat'" by Biao Wai Biao Li ranks fourth [3][5]. - The fifth article, "Sam's Club Lists Haoliyou, Middle Class is Out" is written by Shan Nong Xia Shan [3][5]. - The sixth article, "Will 99% of Programmers Become Unemployed?" is from Tencent Research Institute [3][5]. - The seventh article, "A Generation of SUV Dominator Declares Bankruptcy" is reported by Investment界 [3][5]. - The eighth article, "Why Aren't Those Airlines That 'Suspended Flights to China' Coming Back?" is authored by Travel界 [3][5]. - The ninth article, "What is the Actual Vacancy Rate of Housing in Beijing?" is by Knowledge分子 [3][5]. Support for Authors - The company will regularly provide bonuses and special support rights to the awarded authors to encourage the continuous production of quality content [4][8].

Market Overview - US stock indices opened higher with the Dow Jones up 0.19%, Nasdaq up 0.33%, and S&P 500 up 0.22% [1] - Chinese concept stocks showed mixed performance, with Waterdrop, NIO, and New Oxygen rising over 3%, while Kingsoft Cloud fell over 3% [1] Global Economic News - A warning from business organizations indicates that US tariffs could lead to a 0.8% loss in Italy's GDP by 2027 if a 30% tariff on EU goods is implemented [2] Corporate News - BlackRock analysts noted that European corporate earnings have already factored in tariff risks, suggesting potential for market upside as long as trade shocks are avoided [3] - JD.com announced significant investments in three leading companies in the intelligent robotics sector, indicating a strategic focus on enhancing retail, logistics, and service collaboration [4] - Lexin announced a $60 million stock repurchase plan, with the CEO planning to personally invest up to $10 million in company shares, aiming to enhance shareholder returns [5] - Huami Technology experienced a stock price surge of 395.86% in July, driven by positive revenue growth signals for Q2 2025, marking a significant recovery after three years of stagnation [6]

"在当下的竞争环境里，行业价格战非常常见，针对用户和流量的抢夺场景会越来越惨烈，但大家往往 会为了跑马圈地而顾不上商品和供应链建设。其实，从用户的视角看，越来越多的消费者已经开始觉 醒，他们对饮食品质的要求是越来越高的。"7月21日，在叮咚买菜供应链生态峰会上，叮咚买菜创始人 兼CEO梁昌霖说。 ...

图片来源：Getty Images 上个月消费者支出激增表明，关税并未完全扼杀美国消费者的消费需求。6月，零售支出以0.6%的稳健 速度增长，而剔除汽油等波动性行业的核心支出同比增长3.9%。 但表象之下，压力迹象已然显现。消费者确实仍在消费，但他们在消费时变得更加挑剔。人们削减了许 多非必需品开支，并为不可避免的消费寻找优惠。 美国银行研究所（Bank of America Institute）近期的一份报告发现了一个矛盾现象：尽管数据显示消费 者近期增加了餐厅支出，但受访的消费者却表示他们实际上减少了外出就餐开支。他们用"寻找优惠"来 解释这一现象：食客们仍然外出就餐，但降低了所光顾餐厅的档次，以求物有所值。 美国银行写道："在经济低迷时期，消费者未必会减少外出就餐次数，而是会选择价格更低的餐厅。" 研究发现："我们看到消费者选择性消费行为仍在持续，这通常是经济不确定时期的特征。具体而言， 部分消费者似乎在寻求或许数量减少但更有意义的体验。" 食品杂货领域也出现了类似的趋势。消费者购物频率增加但单次花费减少。美国银行写道，这"意味着 人们可能正进行更有选择性的购物，以获取最优惠的价格"。 因此，尽管美国普 ...