还有不到一周的时间，2025年就要结束了，今年你们最印象深刻的事情是什么？对小编来说，今年依旧 是购物风暴的一年，今天就来给大家盘点我的网购体验。 先说说我今年还继续用的几个老朋友。 淘宝 这个软件是我从高中用到现在，也有7-8年的时间了。我发现今年很多商品有了运费险，而且如果要退 货的话，会有很多细节选项让挑选。比如点退款—不想要了，就会显示款式不合、材料不合适等等，像 我习惯在退款的时候写自己的反馈（希望对商家的商品升级有用），但选项就很少。退款也变快了，退 货的商品的都是顺丰接单的（我都是用丰巢退货），下单后当天或者是第二天就能收到退款金额。还有 优惠上，变的更直接了，像我拥有88会员，买东西就直接给到优惠价了。除此之外，有个淘宝秒杀板 块，下半年的时候我在这里淘到很多优惠商品，质量也不错。不过有个不好的点，就是在买服饰的时 候，很多商家的介绍图给到的服饰版型都差不多，可实际到手跟图片关系不大。 拼多多 这个软件我使用的时间只有淘宝的一半，一开始还害怕便宜没好货，后面试了几次小东西之后是越来越 香了。我今年买了鞋子、收纳盒、零食，基本都可以。我还试买了苹果（因为这个水果比较好保存，对 运输的要求稍低一点 ...

智通财经APP获悉，周五，拼多多(PDD.US)盘前涨逾6%，截至发稿，报112.35美元。消息面上，12月 19日，拼多多年度股东大会宣布升级治理架构，实行联席董事长制度。经董事会批准，赵佳臻获任联席 董事长，与陈磊共同担任联席董事长兼联席CEO。 赵佳臻表示，过去几年，Temu以让我们自己也惊讶的速度达到了相当的规模，这是中国供应链产业红 利带来的关键一跃，也为国内供应链的发展，为拼多多和Temu下阶段的再造带来了新的契机。公司将 紧抓高质量发展这个关键，接下来三年重投中国供应链，全力推动供应链高质量发展和品牌化，争取再 一次跨越，再造一个拼多多。 ...

记者｜陈杨园 编辑 ｜瑜见 会上，陈磊透露，Temu已在不同国家具有一定的市场规模，3年走完了拼多多国内电商10年的路。陈 磊表示，随着业务规模的扩大和各地监管环境的快速变化，公司深刻认识到，合规是底线。 12月19日，拼多多集团在年度股东大会上宣布实行联席董事长制度，任命赵佳臻为联席董事长，与陈 磊共同担任联席董事长兼联席CEO。 ...

自2021年陈磊接棒公司董事长、2023年公司设置联席CEO以来，拼多多持续完善联席治理机制，以更好 适应日益发展的业务需要。赵佳臻表示，过去几年，Temu以让我们自己也惊讶的速度达到了相当的规 模，这是中国供应链产业红利带来的关键一跃，也为国内供应链的发展，为拼多多和Temu下阶段的再 造带来了新的契机。公司将紧抓高质量发展这个关键，接下来三年重投中国供应链，全力推动供应链高 质量发展和品牌化，争取再一次跨越，再造一个拼多多。 12月19日，拼多多集团(PDD.US)年度股东大会宣布升级治理架构，实行联席董事长制度。经董事会批 准，赵佳臻获任联席董事长，与陈磊共同担任联席董事长兼联席CEO。 ...

Core Insights - The global economy has shifted from efficiency to security, with China's economic resilience attributed to its super-large scale [2] - The phenomenon of "卷" (competition for scale) is prevalent among Chinese companies, both in traditional and emerging industries, emphasizing maximization of scale as a primary strategy [2] Group 1: New Energy Vehicles (NEVs) - China's NEV production and sales have ranked first globally for ten consecutive years, with a projected production increase of 34.4% and sales increase of 35.5% in 2024, exceeding 12.86 million units [2] - The market share of NEVs in total vehicle sales has risen from 5.4% in 2020 to an expected over 50% by the end of 2025 [2] - The debate on whether NEVs qualify as cars highlights the divergence in perspectives between traditional fuel vehicle manufacturers and NEV producers, reflecting underlying economic theories on scale and competition [2] Group 2: Economic Scale and Competition - The production and sales growth of NEVs is interpreted as a sign of a burgeoning industry rather than overcapacity, as evidenced by legislative support for NEVs in regions like the EU [2] - The competitive pricing of NEVs, often perceived as unfair competition, is driven by both government subsidies and intense competition within the industry [2] - The concept of "超线性规模缩放" (superlinear scaling) illustrates how the scale economy transcends individual firms to impact entire industries and economies [2] Group 3: Financial Structures and Debt - High leverage has become a norm for Chinese companies, where positive cash flow allows for sustained debt management, creating a path dependency on maximizing scale [3] - The relationship between high debt levels and scale maximization is evident in the operational strategies of companies, particularly in the context of rapid economic growth [3] - The financial environment in China has evolved to support this model, with a focus on indirect financing and project-based financial arrangements [3] Group 4: Infrastructure and Market Dynamics - The development of infrastructure, such as roads and electricity, has been crucial for the growth of NEVs, enabling them to integrate into the existing economic framework [3] - The market dynamics in China, characterized by rapid urbanization and income growth, have facilitated the emergence of new products tailored to the needs of the fastest-growing consumer segments [3] - The integration of government infrastructure investments with the NEV industry exemplifies the synergy between public policy and market development [3] Group 5: Global Supply Chains and Economic Resilience - China's super-large scale economy positions it as a central player in global supply chains, particularly in the context of the Belt and Road Initiative [4] - The country's industrial capabilities, including significant shares in global production of steel and aluminum, underscore its foundational role in international trade [4] - The ongoing restructuring of global supply chains reflects China's economic scale and its ability to adapt to geopolitical shifts, maintaining its position as a critical hub for manufacturing and trade [4]

到头来才发现，AI 手机能不能成，其实和 AI 没什么关系。 从头到尾，都和 AI 无关 字节和微信双方都进行了回应。豆包方面称，AI 助手操作手机属于实验室功能，现不支持微信的操作。微信则表示没有特别针对豆包进行额外的动作， 推测是中了微信原本的风控措施。 作为一个国民级超级应用，微信本身确实有用于应对电信诈骗和脚本操作的安全措施。豆包手机不幸踩中了这个区域，情有可原。 但微信没有对豆包手机助手这个新生事物网开一面，同样是事实。 字节联合努比亚，基于大模型重新设计了一台智能手机，将手机底层最高的权限赋予给了「豆包手机助手」，成为名副其实的「AI 硬件」。 但才开卖一天，微信登陆不上去了，理由是有安全问题；紧接着，拼多多、淘宝、闲鱼、高德、美团等等国内的超级应用，对豆包手机也关上了各自的 门。 一个本来无所不能的 AI 手机，对这一切「无能为力」。 和微信从来不是一个单纯的聊天应用一样，电商平台也不仅仅只是一个交易窗口，琳琅满目到有点眼花缭乱的界面，就是想用户多逛几分钟，多种草商品 ——如果以后比价都交给豆包助手，那这些精致的橱窗和推广，岂不是只剩下 AI 看了？ | | 19:40 % 0 0 日本 大学 ...

Core Insights - The launch of Doubao mobile assistant has sparked significant attention in the tech industry, with discussions surrounding its functionality, security, and potential to disrupt existing internet business models [3][4][6] - Following initial excitement, the assistant faced restrictions from major apps, limiting its capabilities and raising concerns about its usability [4][6][19] - Despite challenges, the assistant demonstrated practical AI capabilities, effectively handling tasks and user preferences [8][11][19] App Functionality and Restrictions - Out of 23 tested apps, 8 faced restrictions, with 15 remaining fully operational through AI commands [3][4] - Major apps like WeChat, Alipay, and Meituan were either completely inaccessible or limited in functionality, while others like QQ and JD remained unaffected [4][6] - The restrictions stemmed from concerns over security and compliance with app-specific risk control mechanisms [4][24] AI Assistant Experience - The Doubao mobile assistant showcased a high level of adaptability, successfully navigating various tasks and user requests [8][11][19] - It effectively closed ads and navigated app interfaces, providing a seamless user experience [8][11] - The assistant's ability to handle unexpected challenges and execute complex tasks demonstrated its advanced capabilities [13][19] Technical Aspects - The assistant's smooth operation is attributed to its system-level permissions and advanced model capabilities, allowing it to perform tasks in the background [21][22] - The use of INJECT_EVENTS permission enables the assistant to simulate user actions without interrupting the user experience [21][24] - The underlying technology is based on a proprietary model optimized for mobile use, enhancing its performance [22][24] Industry Implications - The emergence of AI assistants like Doubao poses a threat to traditional app business models, potentially undermining their advertising revenue [26][27] - Major apps are likely to resist the integration of such assistants due to concerns over user engagement and revenue loss [27][28] - The future of AI assistants will depend on establishing a cooperative ecosystem that balances user needs with app developers' interests [28]

Core Viewpoint - The launch of Doubao mobile assistant has sparked significant attention in the tech industry, with discussions surrounding its functionality, security, and potential to disrupt existing internet business models [1]. Group 1: Functionality and User Experience - Doubao mobile assistant initially showcased cross-platform comparison and WeChat messaging capabilities, but faced restrictions after user reports of WeChat account issues [2][4]. - In a test involving 23 popular apps, 8 apps were restricted, 15 apps remained fully functional, and the assistant demonstrated practical capabilities such as closing ads and navigating app interfaces [2][3]. - The assistant can effectively handle user preferences and execute tasks with a degree of flexibility, such as navigating different apps when faced with restrictions [9][12][15]. Group 2: Technical Aspects - Doubao mobile assistant operates with INJECT_EVENTS permission, allowing it to execute tasks in the background without user interruption, which enhances user experience [16][17]. - The assistant's capabilities are built on a proprietary model optimized for mobile use, providing a competitive edge over other AI assistants [17][18]. Group 3: Industry Implications - The emergence of AI mobile assistants like Doubao poses challenges to existing app ecosystems, as they can bypass traditional ad revenue models, potentially diminishing the commercial value of apps [20][21]. - There is a need for a collaborative ecosystem among app developers to address the potential conflicts arising from AI assistants disrupting established business models [20][21].

Core Insights - The "Doubao AI Phone" faced significant issues shortly after its launch, with users reporting problems with WeChat and other applications, leading to a halt in operations [1][2][3] - The phone, developed in collaboration with Nubia, aimed to automate daily app operations but encountered traditional internet ecosystem challenges [2][10] Group 1: Product Launch and Initial Reception - The Doubao Phone Assistant was officially launched on December 1, priced at 3499 yuan, and quickly sold out, sparking a resale market with prices reaching up to 5000 yuan [2] - Users reported issues with WeChat and Alipay, indicating a broader problem with app compatibility and functionality [2][10] Group 2: Technical Challenges and Responses - Following user complaints, the Doubao development team suggested reverting to manual operations as a temporary solution [3][5] - The assistant's inability to perform WeChat operations was attributed to triggering WeChat's risk control measures [5][10] Group 3: Industry Context and Implications - The incident highlights the conflict between AI applications and traditional internet service ecosystems, particularly regarding user privacy and operational boundaries [10][11] - The Doubao Phone's approach challenges the established mobile market revenue model, which typically relies on software for profit rather than hardware sales [14]

Group 1 - The core point of the news is the closure of multiple stores by "Paitexiansheng," a pet fresh food brand founded by Hou Yi, the founder of Hema, due to significant operational pressure, with plans to close all physical stores by mid-December while continuing online operations [1] - Hou Yi's entrepreneurial journey with "Paitexiansheng" has faced challenges just a year after its establishment, highlighting the difficulties faced by entrepreneurs from Alibaba [2] - The trend of Alibaba alumni starting their own businesses has seen mixed success, with notable figures achieving significant accomplishments, while others, like Hou Yi, are facing setbacks [2] Group 2 - Alibaba's founder, Jack Ma, expressed a vision in 2018 that a significant portion of China's top companies would have CEOs from Alibaba, indicating the potential for successful entrepreneurship among its alumni [3] - The corporate culture at Alibaba has played a crucial role in shaping the behaviors and decision-making processes of its employees, with Ma emphasizing the importance of values in guiding the company [5][6] - Alibaba's value system has evolved through different phases, from "Dugu Nine Swords" to "New Six Pulses," reflecting the company's growth and the need for a more adaptable framework as it expanded [7][8] Group 3 - The "New Six Pulses" value system introduced by Alibaba emphasizes customer focus, employee welfare, and adaptability, which are critical for navigating the fast-changing business landscape [8] - The emphasis on values and culture at Alibaba is so strong that performance evaluations heavily weigh adherence to these values, indicating a unique organizational approach that alumni carry into their ventures [9] - The entrepreneurial landscape for Alibaba alumni is characterized by a high survival rate compared to the general market, although the success of individual ventures varies significantly [39]