美东时间周一，美股高开后跳水，三大指数全线收跌。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 48416.56 23057.41 | | 6816.51 | | -41.49 -0.09% -137.76 -0.59% -10.90 -0.16% | | | | 中国金龙 | 纳指100期货 | 标普500期货 | | 7582.05 | 25096.50 | 6823.75 | | -168.05 -2.17% -117.00 -0.46% -7.00 -0.10% | | | AI概念股继续承压，博通和甲骨文股价分别下跌超近5.6%和2.7%。大型科技股多数下跌，亚马逊、苹果跌、奈飞跌约1.5%。 | 而种 | 价格 | 价格(24h%) | | --- | --- | --- | | B BTC | $85906 | -2.76% | | + ETH | $2935.75 | -4.49% | | 를 SOL | $126.01 | -2.98% | | × XRP | $1.8807 | -5.32% | | HYPE | $27.598 | -4.84% ...

Market Performance - The Dow Jones index closed down 0.09% at 48,416.56 points, the S&P 500 index fell 0.16% to 6,816.51 points, and the Nasdaq index decreased by 0.59% to 23,057.41 points, influenced by declines in AI-related stocks such as Broadcom and Oracle, which dropped over 5% and 2% respectively [2] - Investors shifted focus to economically sensitive sectors like consumer discretionary and industrials, while heavily buying healthcare stocks [2] Analyst Insights - Aptus Capital Advisors' stock chief David Wagner noted a prevailing sentiment of aversion towards AI trades, but believes that the market will continue to be dominated by leading companies, referred to as the "Seven Giants," due to their underestimated operational leverage [3] - Wagner expressed that as long as revenue maintains growth, these companies will continue to expand profit margins and become high-return beneficiaries in the coming year [3] Economic Data and Market Outlook - Wagner is not overly concerned about the current market performance, describing the pullback as "healthy" and "normal," suggesting that there is still potential for upward movement despite the partial realization of the "Santa Claus rally" [4] - Upcoming economic data, including November non-farm payrolls and October retail sales, is expected to set the market tone, having been delayed due to the U.S. government shutdown [4] Stock Performance - Major tech stocks mostly declined, with Nvidia up 0.73%, Apple down 1.50%, Microsoft down 0.78%, Google down 0.35%, Amazon down 1.61%, Meta up 0.59%, and Tesla up 3.52% [5] - Chinese concept stocks saw a widespread decline, with the Nasdaq Golden Dragon China Index down 2.17%, Alibaba down 3.59%, JD down 2.00%, and Pinduoduo down 1.39% [5] Company News - Nasdaq has submitted a proposal to the SEC to extend trading hours from 16 hours to 23 hours on weekdays, aiming to implement a "23/5" trading model [6][7] - Nvidia announced the release of the Nemotron 3 series open-source models, which include Nano, Super, and Ultra versions featuring a hybrid Mamba-Transformer architecture [8] - Elon Musk's net worth surged to $677 billion, primarily due to the increased valuation of SpaceX, which reportedly reached $800 billion, doubling from $400 billion in August [9] - Strategy, a major Bitcoin holder, purchased 10,645 Bitcoins for $9.8 billion, raising its total holdings to 671,268 Bitcoins with an average purchase price of $74,972 [10] - Sanofi has expanded its collaboration with Dren Bio to jointly develop next-generation B-cell depletion therapies for various autoimmune diseases, with Dren Bio receiving an upfront payment of $100 million and potential future payments of up to $1.7 billion [11]

Market Overview - US stock indices opened higher on December 15, with the Dow Jones up 0.33%, S&P 500 up 0.48%, and Nasdaq up 0.58%, but later all indices experienced a decline, erasing initial gains [1] - As of 23:27, the Dow Jones Industrial Average was at 48,341.39, down 116.66 points (-0.24%), Nasdaq at 23,048.60, down 146.57 points (-0.63%), and S&P 500 at 6,806.35, down 21.06 points (-0.31%) [2] Technology Sector Performance - Major tech stocks showed mixed results, with Tesla initially rising 4.7% and Nvidia up 1.5% before both lost their gains [2] - Chip stocks continued to decline, with Oracle and Broadcom both down nearly 4%, and iRobot's stock plummeting 69% after announcing bankruptcy [2] Chinese Concept Stocks - The Nasdaq China Golden Dragon Index fell nearly 1.7%, with Baidu down over 4%, Alibaba down over 3%, and Li Auto down over 2% [3] - Several Chinese concept stocks experienced significant declines, with many dropping over 10%, and Sihong International leading the drop at over 30% [4][5] Commodity Market - Precious metals saw a collective rise, with gold nearing historical highs and silver increasing by 3%, reaching a peak of $63.96 per ounce [6] - Platinum futures prices broke above $1,800 per ounce, with a year-to-date increase of nearly 100%, significantly outpacing gold's 65% rise [7] Cryptocurrency Market - Cryptocurrencies faced a sharp decline, with Bitcoin dropping 2.61% below $87,000 and Ethereum falling below $3,000, leading to a total of 140,000 liquidations in the past 24 hours [8][9] Economic Indicators - The US Labor Statistics Bureau is set to release the November employment report and part of October's data, with economists predicting a non-farm employment increase of 50,000 and an unemployment rate of 4.4% [10]

资料显示，物农科技有限公司在英属维尔京群岛注册成立的境外控股母公司,主要通过其境内实体子公 司物农科技(深圳)有限公司运营。物农科技是一家在线和移动商务公司,采用C2F订单农业模式,打造一个 集物农商城、物农基地、物农会员、物农体验店、物农认种认养认购为一体的电商平台,成为互联网+农 业领域的领军企业。 本文源自：市场资讯 作者：行情君 据交易所数据显示，12月15日，知食谷(WNW)开盘上涨4.61%，截至22:30，报1.59美元/股，成交1.65万 美元，总市值2487.29万美元。 财务数据显示，截至2025年06月30日，知食谷收入总额247.79万美元，同比增长2775.91%；归母净利 润-136.1万美元，同比减少305.18%。 ...

凭借 "免费+技术+流量" 多维支持，京东数字人2025年至今已累计带动数百亿 GMV，更推动电商直播 从头部专属走向全民可及。随着报名商家突破万家，京东对商家的直播支持将全面升级。 这既是商家对京东 AI 技术的高度认可，更标志着 "免费工具 + 流量扶持" 的 AI 普惠战略落地生效，切 实帮助商家实现零成本开播、高效率转化，真正让 "人人皆可 AI 直播" 的愿景成为现实。 截至目前，京东数字人已服务超5万家品牌商，其实用价值已获多品类商家验证。家电品牌荣事达电商 运营负责人提到，智能家电产品功能复杂，数字人能清晰拆解操作流程、演示语音交互等核心亮点，很 好地解决了真人主播讲解不统一的问题。另有一日用百货商家负责人提到，此前为保障直播时长需配置 多人轮班，"现在数字人可稳定播满 12 小时，让我们能把更多预算投入到货品上，经营压力明显减 轻。" 京东数字人目前已上线超 400 个数字人形象、200 多种音色，并保持每周持续上新。依托丰富的产品资 源与免费开放政策，数字人在12.12期间表现亮眼：开播近 2.3 万次、开播总时长超百万小时，规模化应 用成效显著。未来平台将围绕商家实际使用需求，持续优化数字 ...

Group 1 - Gree Electric Appliances, led by Dong Mingzhu, will not adopt aluminum technology for air conditioning until it achieves the same level of technical assurance as copper [1] - The Chinese home appliance technology annual conference has released relevant standards to promote the application of aluminum in the air conditioning sector [1] Group 2 - Huawei's HarmonyOS installation has surpassed 30 million units, increasing by 3 million in less than a month [3] - The latest data shows that the number of devices equipped with HarmonyOS 5 and HarmonyOS 6 was 27 million as of November [3] Group 3 - The price of DDR5 memory has surged due to increased demand driven by AI, leading many users to revert to the AM4 platform due to its cost-effectiveness [4] - The AM4 platform is now seen as a viable option due to its mature technology and affordability, even contributing to environmental benefits [4] Group 4 - SPhotonix has announced a plan to implement its 5D glass storage technology in data centers, with a single 5-inch glass disc capable of storing up to 360TB of data [8] - The stability of this storage technology is projected to last for 13.8 billion years [8] Group 5 - The China Iron and Steel Association has called for steel companies to avoid "involution" and hopes for a response from automotive companies [10] - The demand for automotive steel is expected to grow in the future [10] Group 6 - China Mobile has released a white paper on 6G transmission technology, emphasizing the core concept of "beyond connectivity" [16] - The white paper details the architecture and key technological directions for 6G transmission networks [16]

12月15日，美团团好货业务发布内部邮件，称食杂零售管理团队经研究讨论，决定暂停团好货业务，聚焦探索零售新业态。 公开资料显示，团好货是美团自主孵化的B2C电商业务，2020年8月，团好货以小程序形态推出后，凭借"产地直发+低价拼团"模式精准踩中市场需求，依 托美团外卖积累的庞大流量池，2020年12月提升至"美团APP"一级入口，后更名为美团电商。团好货与外卖、到店业务并列，通过生鲜日用品补贴快速破 局，日单量迅速突破10万单，货品种类覆盖18大类，成为当时美团零售板块的重点布局。 校对：杨立林 END 潜望系列深度报道丨股事会专栏丨投资小红书丨e公司调查丨时报会客厅丨 ...

Group 1 - The core point of the article is that Meituan has decided to suspend its "Tuan Hao Huo" business to focus on exploring new retail formats [1][6]. Group 2 - "Tuan Hao Huo" is a B2C e-commerce business independently incubated by Meituan, launched in August 2020, which quickly gained traction by leveraging a "direct delivery from the source + low-price group buying" model [6]. - The business was integrated into the Meituan app in December 2020 and was a key part of Meituan's retail strategy, achieving over 100,000 daily orders and covering 18 product categories [6].

Core Insights - JD Industrial's listing on the Hong Kong Stock Exchange marks the sixth publicly listed company in the JD ecosystem, highlighting JD's deep involvement in the supply chain and its focus on B2B opportunities [2][3] - The listing reflects the significant potential for transformation and upgrading within China's supply chain and industrial sectors, especially as the consumer market matures [2][6] - JD Industrial is recognized as a "hidden unicorn," emphasizing its strong B2B customer base and the growth potential it represents for investors [2][3] Group 1: JD's Deep Supply Chain and Industry Layout - JD has made extensive investments and deepened its connections within the supply chain and industry, which is evident in its ability to empower B2B clients [2][3] - The strong relationships with B2B customers provide a substantial growth opportunity, showcasing the potential of the B2B market [3][5] - JD's focus on integrating technology and finance into its supply chain strategy differentiates it from competitors [3][6] Group 2: Digital Transformation and Smart Upgrading - JD's commitment to digital transformation is crucial for assisting B2B clients in their upgrades, leveraging technologies like AI, big data, and cloud computing [4][5] - The successful implementation of digital solutions is seen as a key factor for sustained growth in the B2B sector [4][5] - JD's deep exploration in digitalization allows it to maintain continuous engagement with B2B users, facilitating their transformation [4][5] Group 3: Evolution of Business Model - JD is transitioning from a consumer-driven model to a more B2B-focused approach, unlocking greater development potential [6][7] - The shift involves moving away from merely connecting C-end and B-end users to providing deep empowerment at the industry level [6][7] - This transformation signifies a broader shift from the consumer internet era to the industrial internet era, marking a significant evolution in JD's business strategy [6][7]

Core Viewpoint - Meituan's "Tuan Hao Huo" business has been suspended to focus on exploring new retail formats, reflecting a strategic shift in response to market changes [3][7]. Group 1: Business Strategy - Meituan's e-commerce strategy is evolving towards instant retail while downplaying traditional express e-commerce [7]. - The company aims to adapt to trends and actively seek changes in its business model [7]. - The suspension of "Tuan Hao Huo" will involve internal communication regarding the future plans for affected personnel [7]. Group 2: Financial Performance - Meituan's new business segments, including grocery retail, reported strong growth with revenues reaching 28 billion yuan, a year-on-year increase of 15.9% [7]. - Instant retail saw a peak of over 150 million daily orders in July, with more low-frequency users transitioning to high-frequency usage [7]. Group 3: Market Trends - Instant retail is gaining traction, with sales during this year's Double 11 shopping festival reaching 67 billion yuan, a 138.4% year-on-year increase [8]. - The growth in instant retail is driven by high-frequency purchases that stimulate lower-frequency buying, breaking through growth bottlenecks [8]. - Major brands are increasingly entering instant retail platforms, as evidenced by the participation of over ten thousand stores during the recent Double 11 event [8]. Group 4: Industry Insights - The rise of instant retail signifies a new phase in e-commerce competition, blending "far-field + near-field" strategies [9]. - Traditional e-commerce must enhance last-mile delivery capabilities, while local businesses leverage instant retail to challenge traditional e-commerce supply chain resilience [9].