Group 1: Semiconductor Stocks Performance - U.S. semiconductor stocks experienced a significant rally, with the Philadelphia Semiconductor Index rising over 4.5% [2] - ASML surged more than 8%, reaching a historical high, while Micron Technology and Intel both increased by approximately 8% [2] - Other notable gainers included ARM and AMD, which rose nearly 6% [2] Group 2: Chinese Stocks Surge - Chinese stocks listed in the U.S. saw a collective surge, with the Nasdaq Golden Dragon China Index increasing by nearly 3.9% [5] - Baidu's stock skyrocketed over 12% after submitting a mainboard listing application for its subsidiary Kunlun Chip [5] - Other Chinese companies like Yatsen and NetEase also saw significant gains, with increases around 7% [5] Group 3: Precious Metals and Commodities - Precious metals, particularly gold, experienced a sudden pullback after reaching $4,400, currently hovering around $4,336, with a slight increase of 0.4% [7] - Silver also saw a rise of 4% at one point but later adjusted to a 2% increase [7] Group 4: Oil Market Decline - Crude oil futures collectively declined, with WTI and ICE Brent both dropping over 1.2% [11] - Current prices for WTI and ICE Brent are $56.70 and $60.11, reflecting decreases of 1.25% and 1.22% respectively [11] Group 5: Cryptocurrency Market Recovery - The cryptocurrency market is witnessing a rebound, with Bitcoin surpassing $89,000 and Ethereum, SOL, and XRP all increasing by over 2% [12] - Dogecoin saw a notable rise of over 10% [12] - A total of over 90,000 individuals faced liquidation, amounting to $235 million, with more than 78% being short liquidations [12]

Market Performance - On January 2, 2026, U.S. stock indices closed mixed, with the Nasdaq down 0.03%, S&P 500 up 0.19%, and Dow Jones up 0.66% [1] - The Nasdaq China Golden Dragon Index rose by 4.38%, marking a strong start to the year [5] Technology Stocks - Star tech stocks showed mixed performance, with ASML up nearly 9% and Micron Technology up over 10%, both reaching all-time highs [2] - Tesla's stock fell by 2.59% to $438.07, resulting in a market cap loss of $38.75 billion (approximately 271 billion RMB) [2] - Tesla reported Q4 2025 delivery of 418,227 vehicles, a 16% year-over-year decrease, and a total annual delivery of 1.64 million vehicles, down 8.6% year-over-year [2] Chinese Stocks - Major Chinese concept stocks saw gains, with Baidu up 15%, Bilibili and NetEase up over 7%, Alibaba up over 6%, and JD.com up nearly 3% [7] - A report indicated that the strong performance of Chinese assets at the start of 2026 reflects a continuation of the structural bull market from 2025, with a focus on sectors like semiconductors, AI, and smart hardware [9] Investment Outlook - Goldman Sachs predicts a 38% upside potential for the Chinese stock market by the end of 2027, citing improved core risks compared to previous years [10] - The report highlights factors such as global economic recession risks, AI's irrational exuberance, and domestic policy changes as uncertainties that could affect market trends [10] Commodities - Spot gold prices fell to $4,332.85 per ounce after briefly surpassing $4,400, while silver prices dropped below $74 [12] - The rise in gold prices was attributed to expectations of interest rate cuts by the Federal Reserve and ongoing geopolitical tensions [14] - WTI crude oil futures settled down 0.17% at $57.32 per barrel, and Brent crude oil futures fell 0.16% to $60.75 per barrel [14]

文 李立 吴清 2025年，中国互联网商业舞台的中心，被一场前所未有、代价高昂的战役——"即时零售"大战牢 牢占据。 以阿里巴巴、美团、京东为代表的三大巨头，从年初的外卖补贴燃起战火，迅速蔓延至覆盖餐饮、生 鲜、商超、数码乃至美妆服饰的全品类展开近场零售争夺。 这场战争规模之大、卷入之深，几乎重新定义了电商与本地生活的边界，也向市场抛出了一系列尖锐问 题：天量投入换来了什么？这是一个真实可持续的新大陆，还是资本催生的海市蜃楼？血流不止的战 局，2026年又将走向何方？ 账单：战损严重 当三大巨头相继交出2025年第三季度（自然年Q3）的财务成绩单时，市场预期被冰冷的数字证实：这 是一场代价惨烈的消耗战，目前看"没有赢家"。 阿里巴巴以利润换规模，生态协同初显效。阿里2026财年第二季度（对应自然年2025年Q3）营收 2477.95亿元，同比增长5%，但净利润同比下滑53%，经营利润更是同比暴跌85%。核心原因直指对"淘 宝闪购"（即时零售业务）的巨额投入。该季度阿里销售和市场费用高达665亿元，同比激增104.8%。 高投入带来了高增长：即时零售收入达229亿元，同比暴涨60%；淘宝闪购日订单峰值在8月曾达 ...

近日,一些电商平台上的"巨型吊牌"引发社会广泛关注。有些商家把吊牌做得比商品本身还大,上面标 注"试穿请保留,拆除不退不换"的字样,而这正是商家面对部分消费者"恶意退货"的无奈之举。 当消费者把"无理由退货"变成"恶意退货",看似"薅羊毛"的背后,实则仍是自身在为不文明行为买单。 首先,"恶意退货"之下商家的权利无疑会被侵犯,高企的退货率还会加重商家的运营成本,导致其经营不善 甚至亏损。而生存下来的商家,面对大量的退货,为盈利只能不断提高产品价格。消费者花更高的价格买 到质量和此前一样的产品后,又会增加退货行为,进一步导致商家成本增高,再次提高价格,从而形成恶性循 环。 这种恶性循环不仅会影响全体消费者的消费体验,更会连带整个消费群体的形象受损。可见,少数消费者 的"恶意退货"行为要让全体消费者为之"买单"。 当消费者的试穿变成"蹭穿",当服装吊牌从商品标识变成商家的自保盾牌……"无理由退货"的善意初衷, 正被部分消费者的"恶意退货"肆意透支。这种行为不仅让商家陷入经营困境,更在持续瓦解电商生态的 诚信根基,最终为失序"买单"的仍是消费者。 据了解,有消费者滥用"无理由退货"的权益行"薅羊毛"之实。例如,有消 ...

Market Overview - US stock indices opened higher, with the Nasdaq rising over 1.2% as of 23:00 Beijing time [1][10] - The Philadelphia Semiconductor Index surged over 4.5%, with ASML hitting a historical high, increasing by over 8% [2][12] Semiconductor Sector - Notable gains in semiconductor stocks include: - ASML: +8.75% - Micron Technology: +8.06% - Intel: +7.68% - AMD: +5.81% [3][12][13] Chinese Stocks - The Nasdaq Golden Dragon China Index rose nearly 3.9%, with Baidu surging over 12% after submitting a listing application for its subsidiary Kunlun Chip [4][12] - Other significant movers in Chinese stocks include: - Yatsen: +8.10% - NetEase: +7.41% - Alibaba: +4% [4][14] Precious Metals - Precious metals experienced a sudden pullback, with gold reaching a peak of $4,400 before settling around $4,336, reflecting a slight increase of 0.4% [4][15] - Silver also saw fluctuations, initially rising 4% but later adjusting to a 2% increase [4][16] Oil Market - Crude oil futures collectively declined, with WTI and ICE Brent both dropping over 1.2% [7][17] Cryptocurrency Market - Cryptocurrencies continued to rebound, with Bitcoin surpassing $89,000 and Ethereum, SOL, and XRP all increasing by over 2% [8][18] - Dogecoin saw a significant rise of over 10% [8][18]

长三角地区名城众多，南京凭什么成为新的产业高地？ 2025年冬的南京，产业布局的热度高企。ABB砸下15亿建传动产品超级工厂，瞄准人形机器人"小脑"级 别的运动控制技术。京东百亿级研发中心在建邺区正式开工，要建设辐射华东的"战略桥头堡"。小米汽 车交付中心里人流如织，已带动20多家生态链企业在此扎根。 南京积淀多年，让企业能扎根、成长、壮大的系统性优势，迎来了收获期。 国家红利叠加，把区位优势变成发展的确定性 企业选址布局，最看重确定性。南京的确定性，来自国家战略的多重叠加，以及把区位优势转化为产业 动能的硬实力。 作为新兴倡议交汇点枢纽、长江经济带与长三角一体化的叠加区，南京在全国经济版图中的定位早已明 确。2025年南京"十五五"规划建议进一步强化这一优势，今年南京重点推进轨道交通与 根据两个年内发布的独角兽企业报告，南京分别有9家、8家企业上榜全国及全球独角兽榜单，潜在独角 兽和瞪羚企业总数稳居全省前列。 ...

转自：云南日报 1月1日，云南省2026年消费品以旧换新暨彩云迎新消费季·印度洋海鲜节在昆明启动。活动聚焦促消 费、惠民生的主线，推出一系列务实政策与丰富体验，全方位满足群众多元需求。 在消费品以旧换新方面，今年政策进一步优化升级。汽车以旧换新按车型与类别给予6%至12%不等的 补贴，最高可达2万元。家电换新涵盖冰箱、洗衣机、电视等6类，按售价15%补贴、最高1500元，无需 交旧即可享受。手机、平板、智能手表、智能眼镜4类数码产品也纳入补贴范围，按售价15%补贴、最 高500元，新增的智能眼镜品类呼应现代消费趋势。 彩云迎新消费季围绕"焕新、节庆、赛事、情绪、餐饮、电商、出行"七大主题，在元旦至春节期间推出 系列活动。通过"政府补贴+企业让利+金融叠加"等方式，激发绿色智能消费；结合元旦、春节、元宵 节等节点，打造"彩云市集"，融合老字号、非遗与云品；联动"滇超"足球联赛等赛事，发放覆盖"球票 +美食+美宿"等消费券包；营造观鸥、赏花、品茶等治愈系消费场景；推出"臻选年夜菜""老字号美食 荟"等餐饮活动；开展"云南网上年货节"，设立"云品出滇"线上专区；并在全省组织"回家过年·一路油 惠"出行惠民。 印度洋 ...

如果有一台时光机，你最想回到 2025 的哪一刻？ 这一年， 中国 AI 震动硅谷，中国动画改写影史，商业世界在热搜里反复翻车与重来。 它来自中国，团队极度年轻，大量清北应届生和在读博士站在一线；它背后没有大厂体系，而是量化出身的幻方系。 二月｜《哪 吒 2 》： 154 亿票房背后的中国工业能力 二月，中国电影被《哪吒之魔童闹海》彻底点燃。 这部等了六年的续作，最终拿下 154 亿票房，登顶中国影史第一。但真正值得被记住的，不只是票房，而是背后的工业能力跃迁。 今天，我们用 12 个热词，按月复盘这场已经发生的时代与商业共振。 一月｜ DeepSeek ：中国大模型震动世界 2025 年一月， AI 圈被一个中国名字刷屏—— DeepSeek 。 这家成立不到两年的杭州公司，用一款 开源大模型 DeepSeek-V3 ，在硅谷引发罕见共识： 性能逼近 GPT-4 级别，训练成本却只有二十分之一。 OpenAI 创始成员 Karpathy 直言："比 Llama 3 405B 更强，但算力消耗只有它的 1/11 。" Meta 科学家田渊栋评价："这是一项伟大的工作。" DeepSeek 的特别之处不只在技术 ...

2025年12月，数字零售领域又有哪些事？以下为数字经济新媒体 #网经社 旗下数字零售台为您带来12月数字零售各赛道最新动态回顾。 1.【电商评测】2025二手机回收平台测评报告 京回收 转转 爱回收靠不靠谱？ 2.震惊！抖音电商日均退货量竟高达数百万单 ？ 3.阿里打假联盟：淘天平台假货投诉和去年相比同比下降58.5% 4.贾乃亮"售假"事件反转 检测机构无资质 产品被证实为正品 5.梦饷科技CHO章弛公布2026年四大布局 将升级私域直播工具 【电商评测】2025二手机回收平台测评报告 京回收 转转 爱回收靠不靠谱？ 12月21日，中央广播电视总台新闻频道《朝闻天下》栏目曾以6分多钟的篇幅，曝光部分手机回收平台存在"高价预估、到货压价"的猫腻，这进一步凸显了 用户在选择平台时的普遍顾虑：究竟"哪个平台出价最公道？"、"我的隐私能否得到保障？"以及"整个流程是否便捷可靠？"。 历时18年打造"全国电商三中心" 网经社2026媒体资源书发布 年度招商启动 2026年，网经社迎来成立的第19个年头。值此岁末年初之际，我们推出《2026年新媒体资源书》和刊例，面向以电商为核心的数字经济全产业链客群提供22 项专业 ...

Core Viewpoint - The article outlines the efforts and achievements of the market regulation system in promoting high-quality development during the "14th Five-Year Plan" period, focusing on various regulatory frameworks and reforms to enhance market vitality and ensure fair competition. Group 1: Market Entry and Business Environment - The city has implemented comprehensive reforms to facilitate market entry and business deregistration, including dynamic updates to the "multi-certificates in one" directory and the promotion of "one-stop" services for business registration [4][5] - The time required to establish a business has been reduced to within half a working day, making the process more efficient and convenient for market participants [5] - By the end of 2025, the total number of market entities is expected to reach 475,000, with an average annual growth rate of 8.9% [7] Group 2: Market Competition Order - A fair competition review mechanism has been established, leading to the evaluation and cleaning of 5,105 documents that hinder a unified market and fair competition [9] - The regulation of pricing and fees in sectors such as commercial banking and electricity supply has been strengthened, contributing to a more orderly market environment [11] Group 3: Quality Improvement Initiatives - The "Quality Strong City" strategy has been implemented, resulting in significant improvements in product quality, with the manufacturing quality pass rate reaching 94.16% in 2024, up from 91.20% in 2020 [12][14] - The city has established two national-level quality inspection centers and four provincial-level centers, significantly enhancing quality infrastructure [16] Group 4: Intellectual Property Development - The city has made strides in intellectual property, with 2,748 valid invention patents and a target of 1,192 high-value invention patents by 2024 [19] - The number of geographical indication trademarks has reached 28, with 16 protected products, positioning the city as a leader in this area within the province [21] Group 5: Market Safety and Consumer Protection - Safety regulations have been prioritized, with food safety monitoring achieving a compliance rate of over 98% for major agricultural products [27] - The consumer complaint resolution system has been enhanced, with a 99.98% on-time resolution rate for complaints in 2024 [34] Group 6: Regulatory Mechanisms and Innovations - The market regulation system has been improved through the integration of smart and credit-based supervision, with 17,500 individual businesses marked for operational anomalies [33] - The implementation of "Internet + AI supervision" in food and special equipment sectors has been accelerated, enhancing regulatory efficiency [35]