科技股回升，甲骨文涨超4%，英伟达涨超1%。中概股普涨，拼多多涨超5%，公司宣布实行联席董事长 制度。耐克跌超10%，公司公布第二季度毛利下滑。 其他消息 【甲骨文盘前走强 TikTok更新美国业务进展】 凤凰网财经讯 12月19日，美股三大指数开盘集体上涨，道指涨0.19%，标普500指数涨0.33%，纳指涨 0.51%。 纳斯达克中国金龙指数涨幅扩大，现涨1.0%，最新报7651.42点。 截至发稿，美国科技公司甲骨文盘前涨近5%。消息面上，据《科创板日报》早些时候报道，当地时间 12月18日，TikTok CEO周受资发出内部信，更新了TikTok美国业务进展。内部信称字节跳动、TikTok已 与三家投资者签署协议，并将成立新的TikTok美国合资公司。 【谷歌、英伟达等24家公司加入AI"创世纪计划"】 白宫和美国能源部的最新声明显示，包括微软、谷歌、英伟达等在内24家顶尖的人工智能企业已与美国 政府签署协议，加入"创世纪计划"。该计划由白宫发起，旨在推动新兴技术在科学探索与能源项目中的 应用。 【耐克发布业绩后跳水大跌】 耐克周五盘前跌超11%。周四盘后，公司发布第二财季报告，其中营收124.3亿美 ...

近日，北京通州"京东小哥之家"迎来新住户，骑手夫妇朱红旗和陈若男在忙碌一天后回到租金减半、设 施齐备的"家"。 而在武汉，京东落地的首个独栋式"小哥之家"同样温暖上线——通过整栋租赁的方式免费为一线京东快 递小哥及京东全职骑手提供住宿，且地理位置便利，精准覆盖周边京东站点，让基层劳动者的安居需求 得到更贴合实际的回应。 这不仅是京东"住有所居"举措的一个缩影，更是其持续二十余年、系统性构建员工福利生态的生动注 脚。 值得注意的是，当多数企业还在计算人力成本时，京东已累计投入220亿元用于员工住房，建成覆盖145 城的2.8万套保障房，并宣布未来将继续新增15万套住房。 实际上，京东的福利政策最显著的特质之一，在于其深植于基层的务实精神与扑面而来的人情味。 它关注的不是华而不实的口号，而是员工最真实、最急迫的需求：一个租金可负担的小家，一份可口实 惠的工作餐，一次与子女团聚的机会，一笔雪中送炭的救助金，每一项政策都充满了烟火气。 京东将员工福祉置于企业核心，不仅为行业树立了表率，更是践行"劳动者共赢发展"的切实举措。 以住房为例，众所周知，普通劳动者在超大城市的安居难题，是民生痛点，也是治理重点。企业如何破 题 ...

Core Insights - The article discusses the impact of AI on employment, highlighting a significant reduction in job vacancies in the U.S. from approximately 12.1 million to about 7.7 million, a decline of about 36% since early 2022, coinciding with a 48% total return of the S&P 500 index [1] - It suggests that companies are beginning to view AI not just as a productivity tool but as a strategic lever for workforce restructuring, with a report indicating that by 2026, large enterprises will increasingly adopt this perspective [1] Employment Trends - Major companies like UPS, Amazon, and Verizon have announced significant layoffs, with UPS cutting 48,000 jobs, Amazon reducing 14,000 positions, and Verizon planning to lay off 15,000 employees, indicating that AI is becoming a factor in these decisions [2] - A World Economic Forum survey found that 41% of global companies expect to reduce their workforce due to the rise of AI in the next five years, with layoffs also being justified by slower hiring practices [2] Post-Pandemic Adjustments - Not all layoffs or hiring slowdowns are driven by AI; some reflect broader economic cooling after a post-pandemic hiring surge, while others aim to create a more flexible workforce [4] - Companies are increasingly using layoffs as a means to accelerate employee adaptation to AI rather than solely focusing on employee retraining [4] Future Trends - By 2026, organizations are expected to adopt a more skills-based approach, with high "skills readiness" companies being 12 times more likely to offer training and 6 times more likely to categorize employee skills [5] - Companies are shifting their focus from "how many employees do we need?" to "what work needs to be done and who (or what) is capable of doing it?" [5] AI as a Collaborative Partner - The concept of personal AI "digital twins" is anticipated to become common, where professionals have digital counterparts trained on their workflows and communication styles [6] - This evolution will require new governance, leadership development, and a shift in mindset regarding the relationship between AI and humans, emphasizing trust and collaboration [6] Workforce Flexibility - Leading companies will have more fluid and modular workforces, equipped with systems to match emerging work demands with available capabilities, akin to managing a supply chain [6] - Successful organizations will embrace a dynamic workforce, viewing skills as the operational backbone and AI as a trusted collaborator, ensuring that human elements driving growth and innovation are not sacrificed [7]

Core Viewpoint - Pinduoduo announced an upgrade to its corporate governance structure by implementing a co-chairman system during its annual shareholder meeting, with Zhao Jiazhen and Chen Lei serving as co-chairmen and co-CEOs, indicating a strategic shift towards focusing on high-quality development and supply chain upgrades [1][2][3] Group 1: Corporate Governance Changes - The introduction of the co-chairman system aims to better adapt to the evolving business needs of Pinduoduo, enhancing its governance framework since the appointment of Chen Lei as chairman in 2021 and the establishment of co-CEOs in 2023 [2] - Zhao Jiazhen's appointment as co-chairman is seen as a step towards the next phase of the company's transformation, aligning with the overall strategy of focusing on supply chain upgrades and high-quality development [2][3] Group 2: Business Development and Strategy - Pinduoduo's Temu business has rapidly expanded, achieving significant market scale in many countries within three years, equivalent to the domestic e-commerce growth Pinduoduo experienced over a decade [1][3] - The company is committed to high-quality development and aims to focus on the Chinese supply chain as the core of its future business strategy, moving away from diversification [3][5] - Recent initiatives, such as the "2025 Duoduo Good Specialty" campaign, have led to a 47% year-on-year increase in sales of agricultural products on the platform, emphasizing the shift towards quality over quantity [3] Group 3: Challenges and Compliance - Pinduoduo acknowledges the challenges posed by rapid changes in international geopolitical and regulatory environments, emphasizing the need for systematic reforms in governance and talent systems to keep pace with business expansion [3][4] - The company maintains a long-term perspective, focusing on compliance and social responsibility as fundamental principles in its operations, especially in light of expanding cross-border business [4]

Core Insights - The strategic partnership between Shenzhen Alibaba Center and GoGlobal aims to empower small and medium-sized enterprises (SMEs) for international expansion through a new model of collaboration between government and enterprises [1][2] - This initiative seeks to create a comprehensive "overseas infrastructure" that integrates institutional innovation, technological accessibility, and ecosystem cultivation, transforming macro foreign trade advantages into tangible productivity for micro entities [1][3] Group 1: Partnership Overview - The collaboration is not merely about launching an incubation space but represents a new approach to support SMEs in going global [1] - GoGlobal acts as a service integrator and standard setter, having aggregated over 290 specialized institutions to form a comprehensive service system covering business, legal, tax, financial, and administrative services [2] - Alibaba provides its international digital trade capabilities, smart logistics network, and digital infrastructure, addressing core barriers identified by the WTO for SMEs, such as complex regulations and limited resources [2] Group 2: Benefits for SMEs - The model reduces trial and error costs for SMEs by enabling them to use Alibaba's digital tools to accurately test overseas market responses, thus alleviating financial pressure from blind inventory stocking [3] - This certainty creates a "risk buffer" for SMEs, allowing them to focus resources on product innovation and market development rather than on endless risk avoidance and rights protection [3] - The initiative fosters an ecosystem that encourages cross-disciplinary collaboration among entrepreneurs from various fields, potentially leading to unexpected innovations and strong network effects [3] Group 3: Strategic Implications - The partnership aligns with the broader trend of upgrading from "supply chain export" to "brand and ecosystem export," promoting not just order growth but also the professionalization and high-end development of cross-border services [3] - The collaboration serves as an experimental model for solidifying foreign trade competitiveness at the micro-enterprise level through innovative governance and market mechanisms [3]

Group 1 - ST United (SH 600358) held its ninth board meeting on December 19, 2025, in Nanchang, Jiangxi Province, to discuss the revision of the "Budget and Audit Committee Meeting Rules" [1] - For the year 2024, ST United's revenue composition is as follows: 78.61% from internet advertising, 13.92% from e-commerce, 7.38% from tourism and food services, and 0.09% from other businesses [1] Group 2 - As of the report, ST United has a market capitalization of 3 billion yuan [2]

Core Viewpoint - The rapid growth of Temu has prompted scrutiny and regulatory investigations, which is seen as a natural response to its significant market expansion in a short period [2] Group 1: Company Response - The co-chairman of Pinduoduo, Chen Lei, acknowledged the impressive market scale Temu has achieved globally, completing in three years what Pinduoduo took ten years to accomplish domestically [2] - Chen Lei emphasized that the current regulatory checks will lay a solid foundation for the next phase of growth and will guide the exploration of business model iterations in a rapidly changing international political and policy environment [2] Group 2: Business Philosophy - The company adheres to a long-termism approach, focusing on sustainable development in various markets while rooted in the Chinese supply chain [2] - As the business scales and regulatory environments evolve, the company recognizes compliance as a fundamental requirement and emphasizes its responsibility to contribute positively to society [2]

Core Viewpoint - The "Integrity and Business Promotion Month" in Guangdong aims to enhance the social credit system to stimulate consumption and support high-quality economic development [1] Group 1: Economic Impact - From January to October 2025, Guangdong's total retail sales of consumer goods increased by 2.7% year-on-year, with online retail sales growing by 15.7%, indicating that the credit system is a crucial support for consumption potential [2] - The "Credit Guangdong" platform has issued 130,000 credit reports, saving time for businesses, while the "Credit Easy Loan" platform facilitated loans exceeding 1.9 trillion yuan [2] Group 2: Focus Areas of the Initiative - The initiative will focus on three key areas: using credit to invigorate trade circulation, enhancing consumer confidence through credit, and promoting a culture of integrity in business [4] Group 3: Industry Collaboration - Fourteen provincial business associations, along with over 80 leading enterprises, launched a joint initiative to establish industry integrity agreements, focusing on food safety, transparency in vehicle conditions, and strict checks on false violations [5] Group 4: Credit Repair Mechanism - Guangdong's innovative "one-stop acceptance" mechanism for credit repair has successfully restored credit for 5.604 million business entities, aiding in financing of 1.67 billion yuan [6] - The province plans to conduct extensive promotional activities to integrate credit reports into government procurement and investment attraction, positioning integrity as a core competitive advantage in building a unified national market [6]

记者｜陈杨园 编辑 ｜瑜见 会上，陈磊透露，Temu已在不同国家具有一定的市场规模，3年走完了拼多多国内电商10年的路。陈 磊表示，随着业务规模的扩大和各地监管环境的快速变化，公司深刻认识到，合规是底线。 12月19日，拼多多集团在年度股东大会上宣布实行联席董事长制度，任命赵佳臻为联席董事长，与陈 磊共同担任联席董事长兼联席CEO。 ...

南山区委书记黄湘岳，南山区副区长、蛇口街道党工委书记李志娜等领导参与活动，阿里巴巴集团副总 裁刘菲及近百家跨境企业、创业者齐聚一堂，共同见证了此次活动。 "此次合作是南山深化政企协同、赋能产业升级的关键举措，更是我们布局跨境电商生态、连接全球资 源的重要一步。"李志娜对此次合作表达了高度期许。 12月17日，深圳阿里中心与全球服务中心Go Global战略合作签署暨Y/OUR SPACE启幕仪式在深圳举 行，作为阿里巴巴首次与地方区级出海服务平台开展深度共建，本次合作标志着政企双方在跨境出海与 产业赋能模式上迈出关键一步。通过"政府公共服务体系 + 平台型企业数字能力 + 实体空间载体"的融 合创新，双方将共同打造面向中小企业和创新主体的跨境出海综合赋能平台。 立体化助力出海，首批20家企业现场入驻Y/OUR SPACE 刘菲在致辞中强调阿里巴巴作为实体经济全球化服务者的角色定位，并清晰地介绍了与全球服务中心的 协作生态："Y/OUR SPACE就是我们共同打造的'首站'，阿里巴巴国际站的数字外贸能力、菜鸟的智慧 物流网络、阿里云的数字化基础设施等将与全球服务中心所构建的政府级公共服务网络与'五务'生态深 度 ...