中国青年报客户端合肥12月27日电（中青报·中青网记者 王海涵）12月27日下午，以"党建引领·电商聚 力"为主题的2026合肥电商春"皖"活动在合肥市高新区举办。 活动由合肥市电子商务协会党支部联合蜀山区数字商务联合党委，合肥市电商行业工会、行业团工委、 行业妇联，市网络女主播联盟、守心巾帼宣讲团主办，合肥市电子商务协会各专委会、合肥市电商行业 志愿服务队承办，集中展现合肥市电商行业青年取得的奋斗成果。 场。合肥市电子商务协会供图 活动分为"红旗指引""聚力奋斗""梦想启航"三大篇章，通过歌舞、微党课、情景剧、合唱、朗诵等艺术 形式，演绎了合肥电商行业坚持党建引领、服务发展大局的生动实践。其中，行业志愿者、社区工作者 与外卖骑手共同创排的音乐情景剧《星光订单·温暖同行》，真实再现了新就业群体融入社区治理、传 递城市温暖的感人故事。 来源：中国青年报客户端 场。合肥市电子商务协会供图 合肥市电子商务协会负责人表示，协会积极探索"党建+产业链+服务"新模式，打造"红电商"特色党建品 牌。近年来，累计开展各类活动超1200场。协会携手368家会员单位，在促消费、稳就业、育人才、促 活动现 融合等方面成效显著，打造 ...

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美团面临阿里、京东激烈竞争 凤凰网科技讯北京时间12月27日，《金融时报》发文称，为了应对阿里巴巴、京东在外卖市场发起的激 烈竞争，美团投入重金补贴，拖累该公司遭遇了2018年以来的最大季度亏损，并影响其海外扩张计划。 成本高昂的一年 在美团北京总部，管理层每周都会进行一项关键推演：预测竞争对手在电商外卖补贴上的投入，并评估 自身需要多大力度进行应对。 今年，京东和阿里为争夺中国快速增长的即时零售市场发起了一场激烈竞争，由此引发了一场残酷的补 贴大战。为守住市场主导地位，美团不得不迅速投入资金，推出汉堡和含糖饮料等优惠券。 高盛分析师估计，美团今年每笔即时配送订单平均亏损约1元人民币。这拖累美团第三季度亏损160亿元 人民币，创下2018年上市以来的最大单季亏损。 美团、阿里以及京东的每单亏损或盈利情况 "这真是成本高昂的一年。"一位美团高管坦言。据知情人士透露，美团在国内市场遭到的猛烈攻势已引 发高层和投资者之间的讨论：公司是否还能继续为海外扩张提供资金支持。 阿里东山再起 阿里的东山再起改变了市场格局。AI领域取得的进展与创始人马云的"复出"让阿里信心倍增，该公司发 起了迄今最猛烈的一次尝试，意图颠覆中国 ...

Group 1: Wealth Increase of Tech Billionaires - The wealth of top U.S. tech billionaires increased by over $550 billion (approximately 3.86 trillion RMB) this year, driven by investor enthusiasm for leading AI companies [1] - As of Christmas Eve, the total cash, equity, and other investment assets held by the top ten tech founders and CEOs in the U.S. approached $2.5 trillion, up from $1.9 trillion at the beginning of the year [1] - Elon Musk remains at the top with a net worth of $645 billion, having seen an increase of nearly 50% [1] Group 2: Performance of Key Individuals - Larry Page's net worth increased by 61% to $270 billion, while Jeff Bezos saw a 7% increase to $255 billion [2] - Jensen Huang, founder of Nvidia, ranks eighth among U.S. tech executives with a net worth of $156 billion, reflecting a 37% increase [2] - Bill Gates experienced a decline in net worth by 26%, now standing at $118 billion [2] Group 3: Investment in Hard Technology - China has established three venture capital funds focused on "hard technology," each exceeding 50 billion RMB (over $7.1 billion) [7] - The funds aim to invest in early-stage companies with valuations below 500 million RMB, targeting key areas such as integrated circuits, quantum technology, and biomedicine [7] - The investment strategy emphasizes a broad approach to cover a wide range of innovative enterprises while managing project risks [7] Group 4: New Product Launches - Honor launched the WIN series smartphones featuring a 10,000mAh battery, marking a significant advancement in battery capacity [12] - The new devices support 100W wired fast charging and 80W wireless fast charging, addressing power anxiety for users [12][16] - Tianma Microelectronics announced the mass production of a 185Hz AMOLED display, showcasing advancements in high refresh rate technology [18] Group 5: New App Developments - JD.com is testing a new app called "JD AI Purchase," designed to assist users with shopping and life services using AI [10] - The app features proactive suggestions for shopping strategies and allows users to create orders with simple commands [11] - The return of the QQ Show, a nostalgic feature, includes new functionalities for users to generate personalized avatars and interact with friends [20]

Equity Market - The market experienced a slight increase on December 26, with the Shanghai Composite Index rising by 0.1%, marking an eight-day consecutive gain [4] - The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion yuan, an increase of 235.7 billion yuan compared to the previous trading day [4] - Over 3,400 stocks in the market declined, indicating rapid rotation of market hotspots [4] Domestic Policies - Jiangsu Province's Finance Department introduced measures to optimize the management of enterprise-related financial funds, aiming to address issues of "dispersed, inefficient, and redundant" fund management [6] - The Ministry of Ecology and Environment announced the fourth batch of excellent cases and lists for beautiful bays, with four locations in Jiangsu selected [6] - The National Development and Reform Commission launched three regional venture capital guidance funds to support entrepreneurship [7] Corporate Developments - Peter Schiff, a Wall Street economist, highlighted the risk of investor confidence in U.S. fiscal and monetary stability for 2026, predicting silver prices could reach $100 per ounce [8] - The Japan Semiconductor Equipment Association reported that sales of chip manufacturing equipment in November 2025 reached 420.67 billion yen, a 3.7% increase year-on-year, marking the 23rd consecutive month of growth [8] - LG Electronics announced the launch of a new gaming monitor with built-in AI technology capable of enhancing content resolution to 5K [8] - Toyota plans to set its global production target for 2026 at over 10 million vehicles, responding to strong demand for hybrid vehicles in North America [8] - Tesla's full self-driving system is expected to launch in the UAE next month, featuring advanced driver assistance capabilities [8]

国际油价跳水超2%。 *三大股指本周均收涨超1%； *中长期美债收益率窄幅波动，2年期美债失守3.50%； *英伟达涨1%，公司与初创企业格罗克达成授权合作协议。 圣诞节后首个交易日，美股三大股指在清淡交易中徘徊于历史高点附近。截至收盘，道指跌20.19点， 跌幅0.04%，报48710.97点，纳指跌0.09%，报23593.10点，标普500指数跌0.03%，报6929.94点，盘中创 新高。 从周度表现来看，标普500指数累计上涨1.4%，在五周内第四次实现周线收涨，道指与纳指本周以来的 涨幅同样超过1%。 市场关注"圣诞行情" 因人工智能及科技股估值过高、资本支出高企侵蚀企业利润引发市场担忧，美股上周一度遭遇抛售潮。 不过，强劲的经济数据、明年美联储新任主席上任后或进一步放宽政策的预期，共同推动美股企稳回 升。标普500、道指和纳斯达克综合指数均有望实现连续第三年上涨。 "2026年或将成为美股的'业绩验证年'。企业必须通过人工智能及其他领域的投资，切实实现生产力提 升与利润率增长。"财富管理机构Annex Wealth Management首席经济学家雅各布森（Brian Jacobsen）表 示。 ...

Group 1 - The article discusses the announcement by Spiber, a biotech unicorn in Japan, regarding the involvement of Masaya Kawanami, the daughter of SoftBank's founder Masayoshi Son, in the company's operations starting in the first half of 2026. This marks her first public acknowledgment of her family background in a business context, raising speculation about potential succession plans for SoftBank [2] - Realme, a smartphone brand under OPPO, has responded to rumors of large-scale layoffs, stating that business operations are normal and that the rumored layoffs are part of regular personnel changes at year-end. The company is set to launch new products in January [4] - Bawang Tea's stock price fell nearly 15% due to concerns over caffeine content in their products, prompting the company to issue a statement clarifying that their tea's caffeine levels are comparable to that of a latte and significantly lower than that of an Americano [4] - Chow Tai Fook faced backlash over a gold pendant design, which was criticized on social media. The company responded that the product is selling well online and that customer feedback will be considered for future designs [6] - Dong'an Group confirmed the suspension of three Porsche dealerships due to operational difficulties, with plans to address employee salary issues within 60 days. The company denied rumors of investor flight [9] - Midea's Building Technology division announced a 5% price increase across all product lines due to rising raw material costs, effective from December 15, 2025 [11][12] - The first national standards for AI large models have been implemented, focusing on technical evaluation and aiding over 30 companies in technology iteration [13] Group 2 - Lenovo plans to unveil an AI super-intelligent agent at CES, which is expected to compete with existing AI assistants by offering more comprehensive features and cross-device connectivity [17] - Douyin has launched a long-form content feature allowing users to publish articles up to 8,000 words, enhancing its content creation capabilities [17] - The UK used car market saw a 2.8% growth in Q3 2025, with over 2 million transactions, marking the strongest performance since 2021 [22] - Apple's smartphone sales in China doubled in November, with a 128.4% year-on-year increase, while the overall smartphone market grew less than 2% [22]

Group 1 - Xiaomi's 17 Ultra Leica version sold out within hours of its pre-sale launch, with the highest resale price reaching 20,000 yuan, significantly above the official starting price of 8,999 yuan [1][1][1] - The 16GB+512GB version is available on Xiaomi's official store, while the 16GB+1TB version is out of stock across various platforms, indicating high demand [1][1] - Over 1 million reservations were recorded on JD platform for the Xiaomi 17 Ultra Leica version [1] Group 2 - Zhou Dafu responded to criticism regarding its "cow and horse" gold pendant, stating it is only sold online and has seen high sales; they are open to customer feedback for future improvements [2][2] - The pendant is priced starting at 3,044.7 yuan, and the company clarified the pendant's meaning as representing resilience and good fortune [2] Group 3 - Xiaopeng Motors officially entered the Mauritius market after establishing a strategic partnership, following its previous entry into Qatar [7][7] - The company also opened a flagship showroom in Abu Dhabi and a large service center in New Cairo, Egypt [7] Group 4 - Douyin launched a long-form text feature allowing users to publish articles up to 8,000 words with up to 30 images and background music [6][6] - The mobile version of this feature is expected to roll out soon [6] Group 5 - LV responded to a customer's complaint regarding a pair of shoes that caused injury, stating that they only offered an exchange and did not support returns for used products [8][8] - The shoes were purchased for 9,250 yuan, and the customer required medical treatment due to the injury [8] Group 6 - The first mandatory standard for electric vehicle energy consumption will be implemented in China starting January 1, 2026, tightening limits by approximately 11% compared to previous recommendations [10][10] - This standard aims to guide the development of energy-saving technologies while accommodating diverse vehicle types [10] Group 7 - The first batch of L3 autonomous vehicles in China has begun large-scale road operation in Chongqing, consisting of 46 vehicles equipped with L3 autonomous driving systems [16][16] - These vehicles are authorized to operate on specific urban roads [16] Group 8 - Fujitsu will join a next-generation memory development project led by SoftBank, aiming for commercialization by the 2027 fiscal year [22][22] - This project will utilize technologies from Intel and the University of Tokyo [22]

报告围绕 "AI 与 IP 相融共生" 核心逻辑，明确 2026 年传媒行业两大主线，核心内容如下： 行业整体景气度高企，盈利与估值有望共振。2025 年传媒行业累计上涨 24%，两轮行情分别由 AI 大模型突破与应用落地 + 业绩释放驱动。基本面表现亮 眼，2025 年前三季度行业营收同比增长 6%，归母净利润同比增长 38%，Q3 单季度净利润增速达 61%，盈利能力显著提升。细分板块中，游戏行业供需两 旺，营收与净利润同比分别增长 24% 和 89%；影视行业受益于优质 IP 内容，净利润同比增长 110%；营销行业随消费复苏与 AI 赋能，Q3 净利润同比增长 14%；出版行业凭借高股息与政策红利，保持稳健盈利。AI 技术迭代与 IP 价值深化将持续打开行业长期成长空间。 AI 成为核心增长引擎，多领域应用落地提速。海内外大厂加速大模型迭代，OpenAI、谷歌、DeepSeek 等模型在多模态、推理效率、成本控制上持续突破， 为应用生态奠定基础。AI + 游戏领域，版号宽松带动新游供给，AI 重构开发流程实现降本增效，同时创新交互体验，巨人网络、恺英网络等厂商受益于新 游周期与出海拓展。AI + 影视 ...

Core Insights - The Guizhou Municipal Economic Work Conference has outlined the economic goals and key tasks for 2026, emphasizing the importance of a strong start to the "14th Five-Year Plan" [1][2][3] Economic Goals and Strategies - The conference identified the need for a focus on six major industrial clusters to guide economic work in the coming year, providing a clear direction and path for development [3][4] - The emphasis on innovation-driven growth and the activation of educational and technological talent is crucial for enhancing productivity and fostering new industries [3][4] Support for Private Sector - The conference aims to boost confidence in the development of the private economy, with initiatives to improve the business environment and enhance communication between government and enterprises [2][5] - The city will promote investment and consumption, focusing on new retail formats and enhancing consumer experiences through various initiatives [5] Digital Economy and Data Development - The strategy includes a commitment to achieving a target of 300 billion in the digital economy, with a focus on integrating data, artificial intelligence, and electronic information industries [4][5] - The "Four Cities Linkage" initiative aims to deepen the integration of technological innovation with industrial development [3][4] Employment and Talent Development - The human resources system will prioritize job stability and expansion, particularly for key groups such as recent graduates and rural laborers [6][7] - Efforts will be made to enhance the talent environment and optimize policies to attract and retain skilled professionals [7][8] Urban Development and Infrastructure - The city will focus on urban renewal projects and the optimization of state-owned capital layout to support industrial cluster development [7][8] - The Guizhou Supply and Marketing Cooperative will enhance services for agriculture and rural development, aiming to strengthen its market competitiveness [8]