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 ...

Group 1 - The core viewpoint emphasizes a "growth and dividend" strategy in industry allocation, favoring high-quality large internet companies, particularly in e-commerce, media, and entertainment sectors, with a focus on leading AI enterprises [1] - There is a strong demand in technology hardware supply sectors driven by global AI infrastructure capital expenditure growth, particularly in areas like optical modules, PCBs, and AI data center cooling [1] - The "anti-involution" policy is expected to optimize industry supply and demand, leading to potential profit margin recovery in sectors such as photovoltaics, batteries, and chemicals [1] Group 2 - The Hong Kong Stock Connect 50 ETF (159712) tracks the Hong Kong Stock Connect 50 Index (930931), which selects the 50 largest listed companies within the Stock Connect range, covering 18 industries and primarily focusing on large-cap leading stocks [1] - The index exhibits a balanced industry distribution, incorporating characteristics of both new and traditional economies, including finance, discretionary consumption, and communication services, reflecting the overall performance of large-cap leading enterprises in the Hong Kong Stock Connect [1]

Core Insights - The article discusses the challenges faced by e-commerce businesses in accurately measuring their return on investment (ROI) amidst rising sales figures and complex cost structures [2][4][19] - Douyin E-commerce has introduced a new marketing product, "Qianchuan·Chengfang," aimed at helping merchants optimize their marketing strategies and improve profitability [9][30] Group 1: E-commerce Challenges - Many merchants are struggling to reconcile their significant sales growth with low net profits, as seen in a case where a company reported 13 million yuan in sales but only 50,000 yuan in profit due to a focus on GMV without considering ROI [2][4] - The complexity of the e-commerce ecosystem, including various costs like traffic, influencer marketing, and logistics, makes it difficult for merchants to track the effectiveness of their investments [3][19] Group 2: Douyin E-commerce Solutions - Douyin E-commerce's new product "Qianchuan·Chengfang" aims to provide merchants with comprehensive tools to calculate their total costs and optimize their marketing budgets effectively [9][12] - The platform offers three main capabilities: Qianshe for strategic management, Qianyi for execution, and Qianxun for intelligent recommendations, all designed to enhance the overall marketing efficiency for merchants [11][16] Group 3: Marketing Optimization - The new system allows merchants to input a budget and ROI target, enabling automated and optimized budget allocation across various marketing channels without the need for manual adjustments [14][19] - The introduction of a dual-commission model for influencer marketing allows for more flexible collaboration, potentially increasing both influencer earnings and merchant profits [23][25] Group 4: AI Integration - AI plays a crucial role in the new marketing strategies, enabling real-time diagnostics and recommendations based on user behavior and market trends, thus helping merchants make informed decisions [26][27] - The integration of AI allows for dynamic content generation and optimization, enhancing the effectiveness of marketing campaigns and improving conversion rates [26][27] Group 5: Future Outlook - The shift from a focus on advertising metrics to a shared responsibility for ROI between the platform and merchants signifies a new era in e-commerce, emphasizing collaboration and long-term growth strategies [29][30] - As user behavior and merchant needs evolve, the platform's capabilities are expected to adapt, providing ongoing support for businesses to thrive in a competitive landscape [28][30]

Core Insights - The article discusses the challenges faced by e-commerce businesses in accurately calculating their return on investment (ROI) amidst complex operational costs and marketing strategies [1][2][3] Group 1: E-commerce Challenges - Many e-commerce businesses are struggling to reconcile their gross merchandise volume (GMV) growth with actual profits, as seen in a case where a company reported sales of 13 million yuan but only 50,000 yuan in net profit due to a focus on GMV without considering ROI [1] - The complexity of the e-commerce ecosystem, including various costs such as traffic, influencer marketing, and logistics, makes it difficult for businesses to track the effectiveness of their investments [1][2] Group 2: User Behavior and Marketing Strategies - User behavior on platforms like Douyin is evolving, with consumers engaging in a full-chain experience of "watching, searching, buying, and sharing," leading to a need for businesses to understand the entire customer journey rather than focusing on isolated metrics [2][3] - Businesses are encouraged to adopt a holistic approach to ROI calculation, integrating all aspects of marketing and sales to avoid inefficient resource allocation [2][3] Group 3: Douyin's New Marketing Solutions - Douyin has introduced a new marketing product called "Qianchuan·Chengfang," which aims to help businesses clarify their operational costs and maximize the value of every investment [5][6] - The platform offers three key capabilities: strategic management, execution management, and intelligent recommendations, enabling businesses to optimize their marketing efforts and improve ROI [5][6][7] Group 4: Budget Optimization and Profit Maximization - The new system allows businesses to set budgets and ROI targets without needing to differentiate between various marketing channels, enabling more efficient budget allocation and decision-making [7][8] - Douyin's platform aims to enhance profit levels by optimizing marketing strategies based on real-time data, ensuring that businesses can achieve the best possible ROI [8][9] Group 5: Accessibility of Advanced Tools - The advancements in Douyin's marketing tools are designed to democratize access to sophisticated budgeting and decision-making capabilities, previously available only to larger businesses [9][10] - The platform's intelligent coupon system has been upgraded to help businesses achieve specific conversion goals, addressing common challenges in promotional strategies [10][11] Group 6: Influencer Collaboration and Product Selection - Douyin has introduced a dual-commission model for influencer collaborations, allowing for more flexible and profitable partnerships that benefit both influencers and businesses [11][12] - Businesses can now leverage the platform's capabilities to identify potential best-selling products without relying solely on past experiences, thus maximizing growth opportunities [12][13] Conclusion - The evolution of user behavior and business needs has prompted Douyin to shift its focus from advertising metrics to shared ROI goals, marking a significant transformation in the e-commerce landscape [13]

位于欧洲心脏地带的卢森堡大公国，以其优惠的税收政策、稳定的金融环境和相对较低的所得税率吸引了众多跨国企业设立欧洲总部。亚马逊自二零零三年 进入卢森堡以来，持续扩大在当地的投资与运营规模，雇员人数曾一度超过四千人，成为该国最重要的雇主之一。即便在此次裁员之后，亚马逊预计仍将保 持卢森堡第五大雇主的地位。 亚马逊在十二月中旬向员工发布的内部备忘录中解释称，此次裁员决定是基于"业务需求和本地战略的调整"。该企业同时强调，将为受影响的员工提供"远 超行业基准"的离职补偿方案。截至目前，卢森堡劳工部尚未就此次裁员事件发表公开评论。 作为一个人口仅约六十八万、国土面积甚至小于美国罗德岛州的国家，卢森堡长期凭借其有利的商业环境吸引国际企业入驻。亚马逊此次的大规模裁员行 动，不仅直接影响到数百个当地家庭，也在一定程度上对卢森堡以稳定和高收入就业市场著称的形象构成挑战。分析指出，这一事件可能促使当地重新评估 其长期以来与跨国科技企业之间的互利关系。 此次裁员计划经过了与员工代表及当地的必要协商程序。根据欧盟相关劳动法规，企业在实施大规模裁员前必须与员工代表进行正式谈判。经过为期两周的 沟通，最终裁员人数从最初提议的四百七十人降 ...

Core Viewpoint - JD.com has launched its first standalone "Rider Home" in Wuhan, providing free accommodation for full-time delivery riders and couriers, with plans for further expansion in multiple cities [1] Group 1: Overview of "Rider Home" - The "Rider Home" is located in a four-story building in the Wuchang District of Wuhan, offering convenient access to surrounding JD.com stations [1] - The facility is designed to meet the needs of full-time riders and couriers, allowing for immediate occupancy upon application [1] - Each dormitory is equipped with independent bathrooms, air conditioning, beds, desks, and water heaters, enabling a hassle-free move-in experience [1] Group 2: Expansion Plans and Investment - JD.com has plans to explore more "Rider Homes" in other areas of Wuhan based on business needs and demand [1] - The company has already established "Rider Homes" in cities like Beijing, Wuhan, and Chengdu, utilizing various methods such as self-construction and leasing [1] - JD.com has provided 28,000 housing units for frontline employees and plans to invest 22 billion yuan to offer 150,000 "Rider Homes" over the next five years [1]

新华社北京12月18日电 12月18日,《新华每日电讯》发表题为《规范投流需要更精准的分类标准》的评 论。 近期，国家市场监管总局发布广告法适用问题执法指南，将电商平台的投流行为纳入监管视野。记者在 调研中更加深刻地感受到，政策要有效落地，关键是如何把握投流的多重属性、细化可操作的分类口径 与配套指引，使监管更精准、成本更可控、预期更清晰，进而推动构建平台企业、平台内经营者和劳动 者共赢的局面。 首先需要看到，投流成本与传统商业广告费在构成上并不完全一致。虽然都属于"投入资金扩大触达"的 方式，但一笔投流支出往往同时包含技术服务、平台能力支持以及一定的商业传播属性。由于不同平 台、不同投放模式差异较大，其经济属性与成本边界在实践中仍有进一步细化、统一口径的空间。 此外，中小商户的适压性更需要被看见，并纳入政策落地的现实成本测算。记者发现，不少商家对投流 费用的属性并非"不重视"，更多是由于平台工具迭代快、投放形态多、行业口径长期不统一，经营侧往 往按"效果投入"来理解，而非按"费用科目"做精细拆分。一旦监管口径调整，商家不仅要重算账本，还 可能牵动合同条款、税务处理、财务体系乃至合规流程的整体改造。这类调整的 ...

Group 1 - JD has launched its first standalone "Rider Home" in Wuhan, providing free accommodation for frontline delivery personnel and riders through a whole-building lease [1] - The "Rider Home" is conveniently located to cover nearby JD stations, enhancing the living conditions for riders like Jiang Chang, who has seen a significant income increase since joining JD [1] - Each dormitory in the "Rider Home" is equipped with independent bathrooms, air conditioning, beds, desks, and water heaters, allowing for immediate move-in [1] Group 2 - JD has explored the establishment of "Rider Homes" in multiple cities including Beijing, Wuhan, and Chengdu, focusing on the actual needs of frontline workers [2] - The company has provided 28,000 housing units for frontline employees and plans to invest 22 billion yuan over the next five years to offer 150,000 "Rider Homes" [2] - The initiative aims to create the largest, highest quality, and most widely covered housing guarantee system for riders through flexible and diverse support methods [2]

据《 The Information 》报道， OpenAI 正与投资者进行融资谈判，计划以 7500 亿美元的估值筹集数百亿美元资金。 同时段消息， 据 CNBC 报道，亚马逊正就向 OpenAI 投资高达 100 亿美元进行初步谈判， 循环交易模式热度不减。 这项交易将使该人工智能实验室采用这家电子商务巨头的 AI 芯片。 图片来源： Unsplash OpenAI 近年来已通过多轮融资筹集了数十亿美元，公司估值不断攀升，本月还与亚马逊公司就 100 亿美元投资进行了初步洽谈。这家尚未实现盈利的初创 企业，目前是资源密集型人工智能领域最具影响力的代表。公司计划投入数万亿美元建设基础设施以支撑该项技术的发展。 OpenAI 今年秋天的最近一次估值是 5000 亿美元 ，这笔交易允许部分员工出售股份。 参考资料： 亚马逊一直寻求在 AI 竞赛中分散布局，此前已与 OpenAI 的竞争对手 Anthropic 建立合作并投入 80 亿美元投资。本月初，这家电子商务巨头还发布了 Trainium 系列芯片的最新版本，并规划了下一代芯片的开发路线，通过亚马逊云服务进一步完善其云计算产品矩阵。 这笔交易的消息传出之际 ...

Core Insights - JD.com has launched its first standalone "Xiao Ge Home" in Wuhan, providing free accommodation for frontline employees, including delivery riders and couriers, to alleviate housing pressure [1][9] - The initiative aims to enhance employee welfare by offering convenient living arrangements close to work locations, thereby improving job satisfaction and operational efficiency [6][9] Group 1: Employee Benefits - The "Xiao Ge Home" offers a fully furnished living space with essential amenities, including independent bathrooms, air conditioning, and communal facilities, ensuring a comfortable living environment for employees [6][5] - Employees like Jiang Chang, a full-time rider, have reported significant financial relief, with monthly living costs reduced to less than 50 yuan for utilities, allowing them to save for future housing [3][5] Group 2: Expansion Plans - JD.com plans to expand the "Xiao Ge Home" initiative to other regions, including Beijing and Chengdu, with a goal of providing 150,000 additional housing units over the next five years, backed by an investment of 22 billion yuan [11][9] - The company has already provided 28,000 housing units for frontline workers, demonstrating its commitment to addressing the housing challenges faced by employees [11][9]