2026开年，全球AI竞赛场上，再次出现零售巨头的身影。 1月11日，沃尔玛与谷歌宣布，计划将沃尔玛及山姆会员店的商品整合进谷歌的Gemini。与此同时，谷 歌在全国零售联合会（NRF）大会上，正式发布通用商业协议（UCP），用于为谷歌搜索和Gemini的AI 模式提供智能购物能力。美国用户无需离开AI聊天界面，即可在Gemini的对话框中浏览商品并完成购 买。 作者 | 肖思佳 编辑 | 乔芊 在此之前，上一个把AI对话变成购物场景的，是OpenAI。2025年9月底，ChatGPT推出的"即时结 账"（Instant Checkout），跑通了从对话到下单的完整购物闭环。 从2022年底ChatGPT发布算起，短短三年时间，科技行业已经历多轮高频的"你追我赶"。而在经历过一 轮的搜索入口博弈之后，AI竞赛的焦点，正在进一步延伸至电子商务领域。 据纽约邮报报道，2025年11月底的黑色星期五，在这美国一年中最繁忙的购物日里，消费者借助人工智 能完成搜索、比价、筛选与决策，推动在线消费额达到创纪录的118亿美元。Adobe Analytics数据显 示，这一天美国的在线消费额比去年同期增长了9.1%。AI正逐 ...

【钛媒体综合】1月13日，工业和信息化部印发《推动工业互联网平台高质量发展行动方案（2026— 2028年）》（以下简称"方案"）。 方案指出，到2028年，工业互联网平台高质量发展取得积极成效，"专业型+行业型+协作型"多层次平 台体系持续壮大，具有一定影响力的平台超450家；平台的要素资源连接能力大幅增强，重点平台的数 据增值、模型沉淀和人工智能开发应用能力显著提升，工业设备连接数突破1.2亿台（套）；平台普及 率达到55%以上，基本建成泛在互联、数智融合、深度协同、开源开放的新一代工业互联网平台生态。 方案在准确把握高质量发展内涵要求的基础上，提出了四方面推动工业互联网平台发展的创新举措，概 括为四个"行动"。 一是平台培育培优行动，方案重点从三方面推动平台高质量发展。引导平台差异化发展。大力发展专业 型平台，重点培育行业型平台，加快推广协作型平台。建立"基础级，成长级，引领级，生态级"培育机 制，完善工业互联网平台动态评价机制。强化平台应用赋能能力。支持平台提升资源网络化配置与协同 效率，深化数智技术融合应用，丰富优质解决方案供给，打造"小快轻准"数智化解决方案资源池，探索 多元化商业模式。提升平台融 ...

▲民政部等部门鼓励和引导电商平台优化"长辈模式"，设立银发消费专属频道，简化操作流程。图/IC photo 电商平台"适老化"，再出新举措。 据报道，1月13日，民政部等八部门印发《关于培育养老服务经营主体促进银发经济发展的若干措施》，提出一系 列具体措施，促进银发经济发展，更好满足老年人多层次多样化养老服务需求。 如今，大部分互联网场景都是为年轻人设计，其操作和信息呈现方式对老年人并不友好，从入口到搜索，从商品 到服务，从配送到售后，从下单到支付，他们找不到、看不懂、用不顺，大量老年人很难独立完成一次线上消费 闭环。这使他们无法分享互联网经济所带来的物美价廉与快捷便利。 很多手机有专门的"长辈模式"，但也仅仅是字体变大而已，这并不是银发经济所需要的合理消费场景。因为，其 算法逻辑并没有变，推荐内容依旧偏年轻人；服务链条断裂，售后、退换、咨询对老年人也没有特殊关照。 这使得"适老"商品虽然在大量销售，大部分却是子女代选代买，真正的银发需求，无法反映为有效市场信号。从 这个意义上说，电商平台银发消费服务的提升，本质是在重建一个以往被忽视的消费入口。 电商平台"适老化"改造，不只是新的频道分类，也不是筛选出"保健 ...

Core Viewpoint - Dongguan's Humen Town aims to achieve a GDP of over 100 billion yuan during the 14th Five-Year Plan period, with a focus on community development and industrial upgrades under the leadership of Li Huiqin [2][20]. Group 1: "Hundred Million Project" - Li Huiqin's community visits began in Danning, a leading community in collective economic development, which achieved a total income of 242 million yuan in 2023 and is part of the "Hundred Million Project" [4]. - The Danning community is emphasized for its efficient land use and social management, with ongoing projects like the Danning Baifu Intelligent Manufacturing Industrial Park [4]. - The Huai De community is also highlighted for its role in promoting high-quality industrial space and urban management, continuing the "Hundred Million Project" [5][7]. Group 2: District-Town Integration - Li Huiqin, also the deputy secretary of the Binhaiwan New District, focuses on integrating the planning and development of Humen Town with the district, particularly in the ShaJiao and Weiyuan Island areas [8][9]. - Key projects like the Shenjiang Railway and the city's Metro Line 2 are being prioritized for land preparation to support the Greater Bay Area's infrastructure [9][11]. - The integration strategy includes aligning community development with the district's planning, enhancing resource utilization, and promoting modern industrial park construction [16][17]. Group 3: Industrial Economy - Humen Town is pushing for the transformation and upgrading of traditional industries to build a modern industrial system, with a focus on optimizing the business environment and supporting enterprises [18][20]. - The "2333" modern industrial system aims to develop two major industries, three strategic emerging industries, and three future industries, alongside three modern service sectors [20][21]. - Efforts are being made to enhance the competitiveness of the textile and cable industries, promote digital transformation in manufacturing, and expand industrial development space [21][23].

1月13日，阿里巴巴旗下源头厂货平台1688正式启动《AI加速.产业带生意抢跑计划》，面向新入驻商家 推出"三保"服务：保5万访客、保500个询盘、保300个订单。 商家自入驻起至2026年12月31日，若保障量均未达标且符合活动条件，1688将发放6688元指定数字营销 红包。 此外，对非主观故意导致的偶发履约问题，1688将降低处罚力度。1688承诺，2026年将让AI成为商家 生意增长的核心引擎。 AI越来越懂生意且"人效"显著 1688的数据显示，截至2025年12月30日，平台超100万家商家中，每天有超过29万商家在使用1688AI产 品与技术。高频且深度使用AI的商家数量显著增加。 "厂二代"是1688平台上"AI浓度"最高的群体。在1月13日《"厂开说"脱口秀》北京活动现场，多位刚接 班的工厂"厂二代"分享了他们的经历："我爸管车间，我管AI。" 活动现场，一位厂二代商家表示，像她这样的接班者通常采取三步走策略：首先接手电商业务，然后入 驻1688，最后全面拥抱AI。 AI不仅越来越"懂生意"，而且"人效"显著。例如，在1688平台上，芜湖一个仅6人的制鞋团队通过AI实 现了年销售额1.5亿元 ...

Group 1 - TD Cowen raised the target price for Amazon (AMZN.O) from $300 to $315 [1]

Core Insights - A new term "Alibaba Excavator" has gained popularity on overseas video platforms, referring to high-quality, high-performance small excavators available on Alibaba's B2B international platform, suitable for ordinary households [1][4] Group 1: Product Popularity - The term originated from a DIY video blogger named Frengen Engineering, who was impressed by a small excavator priced at $2,000 on Alibaba's international site, initially mistaking it for a toy [4] - Frengen's unboxing video garnered 4.15 million views, leading to widespread interest and inquiries about purchasing the excavator [4][6] Group 2: Manufacturing Insights - Frengen visited a factory in Shandong, China, where he witnessed a modern, almost fully automated excavator production line, highlighting the efficiency and organization of the manufacturing process [4] - The factory's ability to handle complex production through centralized processing and automation reflects the advancements in Chinese manufacturing [4] Group 3: Market Trends - There is a significant increase in overseas demand for small excavators, with a reported 53% growth in order volume on Alibaba's international platform for 2025 [6] - Overall, orders for construction machinery, including excavators, are expected to rise by 40% year-on-year in 2025, primarily targeting markets in the United States, Canada, Italy, France, and Germany [6] - By the second half of 2025, the intention of overseas buyers to purchase excavators from the international platform is projected to increase by 50% [6]

Core Insights - The article discusses the ongoing competition among tech giants in the AI space, particularly focusing on the integration of AI into e-commerce and the implications for traditional shopping platforms [2][4][12]. Group 1: AI Integration in E-commerce - Walmart and Google announced a partnership to integrate Walmart's products into Google's Gemini, allowing users to browse and purchase items directly within the AI interface [3]. - The introduction of OpenAI's "Instant Checkout" feature in September 2025 marked a significant shift, enabling users to complete purchases without leaving the AI chat interface [7]. - On Black Friday 2025, AI-driven shopping led to a record online spending of $11.8 billion in the U.S., reflecting a 9.1% increase from the previous year, highlighting AI's growing role in consumer decision-making [4]. Group 2: Competitive Landscape - The competition is evolving into a three-way battle among shopping platforms, search engines, and large model developers, with each vying for control over the transaction entry point [4][12]. - OpenAI's rapid user growth and the introduction of features like SearchGPT have posed a direct threat to Google's traditional search model, which has dominated the market for two decades [9][11]. - Google's response to the AI challenge included the launch of its own large model, Gemini, which aims to enhance its search capabilities and maintain its market position [10][12]. Group 3: Responses from E-commerce Giants - Amazon has taken defensive measures by restricting AI companies' access to its platform, indicating its concern over losing control of the shopping process [15]. - In contrast, Shopify has adopted a more collaborative approach, allowing AI tools to assist in transactions while ensuring that the final payment process remains within its ecosystem [17]. - The differing strategies of Amazon and Shopify reflect their underlying business models, with Amazon focused on maintaining its revenue from search and advertising, while Shopify aims to facilitate transactions for merchants [17][18]. Group 4: Future Implications - The article suggests that while AI shopping tools are still in their early stages, they are beginning to disrupt traditional commercial structures, indicating that no company can remain unaffected by these changes [19]. - The ongoing evolution of AI in e-commerce is expected to redefine the boundaries of search, transaction, and decision-making processes, rather than simply replacing existing systems [18].

Group 1 - The podcast industry is experiencing significant growth, with influential figures like Luo Yonghao and Zhang Zetian entering the space, indicating a trend among prominent personalities to engage in podcasting [1][3]. - Zhang Zetian launched her personal podcast named "Xiao Tian Zhang," which quickly gained popularity, achieving over 10,000 listens within two hours of its first episode [3]. - The name "Xiao Tian Zhang" reflects Zhang Zetian's desire to present her authentic self, as it is a name she has used for years and symbolizes the laws of nature [3]. Group 2 - In her podcast, Zhang Zetian expressed her intention to share insights on technology, business models, and personal growth, indicating a focus on meaningful conversations with entrepreneurs [5]. - The first episode features an interview with Liu Jialing, highlighting Zhang Zetian's approach to engaging with notable figures and sharing personal experiences [5]. - There is a strong public interest in potential future episodes, particularly a conversation between Zhang Zetian and her husband, Liu Qiangdong, which has sparked discussions on various topics related to their personal and professional lives [7][10]. Group 3 - The marriage between Liu Qiangdong and Zhang Zetian is characterized by a significant age difference and shared experiences in the business realm, making their relationship a point of interest in the commercial sector [10][13]. - Zhang Zetian has established herself as a prominent investor, with notable achievements such as leading multi-million dollar projects, which adds to the intrigue surrounding her podcast and potential discussions with Liu Qiangdong [13].

Core Insights - The article emphasizes the significant growth of the silver-haired population in the mobile internet space, with active users reaching 351 million by November 2025, marking a year-on-year increase of 5.8% [4][17][20] - This demographic shift is leading to changes in user behavior, with increased engagement and a shift towards deeper immersion in digital activities [19][24] User Growth and Engagement - The silver-haired population's average monthly usage time has reached 135 hours, an increase of 11.1%, while the average number of monthly sessions is 1,345, up by 6.5% [20][21] - Active user engagement peaks during off-peak hours, particularly around 4 PM, indicating a shift in lifestyle and time autonomy among retirees [21][23] Consumption Patterns - The silver-haired demographic is increasingly engaging in online shopping, with notable growth in categories such as mobile games, travel services, smart devices, and office services, all showing year-on-year increases ranging from 10.4% to 16% [6][31] - Popular e-commerce platforms among this group include Taobao, Pinduoduo, and JD.com, with active user numbers reaching 205 million, 159 million, and 101 million respectively [6] Digital Behavior and Preferences - The silver-haired population is transitioning from passive internet users to active participants, with a growing interest in digital entertainment, social media, and educational content [17][56] - There is a notable preference for video content, with platforms like Douyin and Kuaishou seeing significant user engagement, with active user numbers reaching 214 million and 121 million respectively [62] Emotional and Social Consumption - The article highlights a shift towards emotional and social consumption, with a focus on light social interactions and nostalgic gaming experiences, reflecting the silver-haired group's desire for connection and fulfillment [54][4] - Popular games among this demographic include "Happy Elimination" and "Joyful Landlord," with user engagement showing growth rates of 5.6% and 11.4% respectively [53] Health and Wellness Trends - The silver-haired population is increasingly proactive about health management, utilizing health monitoring apps and showing a strong interest in wellness products and services [41][43] - There is a growing trend towards "active management" of health, with a focus on monitoring key health indicators and engaging in fitness activities [41][43] Travel and Leisure - Travel services tailored for the silver-haired demographic are on the rise, with platforms like Ctrip and Tongcheng Travel seeing increased user engagement, reflecting a desire for leisure and self-fulfillment [49] - The article notes that travel policies are being adapted to better serve older travelers, enhancing their overall experience [51]