证券之星消息，1月8日南向资金增持1067.05万股阿里巴巴-W（09988.HK）。近5个交易日中，获南向 资金增持的有3天，累计净增持993.3万股。近20个交易日中，获南向资金减持的有10天，累计净减持 1327.57万股。截至目前，南向资金持有阿里巴巴-W（09988.HK）22.1亿股，占公司已发行普通股的 11.57%。 阿里巴巴集团控股有限公司提供技术基础设施及营销平台。该公司运营七个业务分部。中国商业分部包 括中国零售商业业务如淘宝、天猫、盒马等以及批发业务。国际商业分部包括国际零售及批发商业业 务，如Lazada、速卖通等。本地生活服务分部包括基于位置业务，如饿了么、高德、飞猪等。菜鸟分部 包括国内及国际一站式物流服务及供应链管理解决方案。云业务分部包括向国内外企业提供公有云服务 和混合云服务，如阿里云及钉钉。数字媒体及娱乐分部包括优酷、夸克和阿里影业，以及其他内容和分 销平台以及线上游戏业务。创新业务及其他分部包括达摩院、天猫精灵及其他业务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

文 | 道总有理 城市想转型，企业想"拓展"？ 梳理一下互联网买地图景，不难发现：北京、上海、广州、深圳、香港……一众超一线城市，仍旧是大厂们的第一选 择。头部企业在核心城市核心地段的"囤地"，其实也是有战略层面上的长远考量。 2025年，互联网行业掀起一阵"买地潮"。 下半年，阿里巴巴与蚂蚁共同出资72亿港元，在香港下铜锣湾港岛壹号中心共13层商业写字楼。12月份，京东购入香港 中环的中国建设银行大厦部分办公楼层；抖音也以12.14亿元竞得广州市海珠区琶洲中二区AH041101地块。 据悉，仅2025年，字节就有3处总部大楼竣工启用。同时，在上海的杨浦滨江，美团、B站、抖音三大核心项目将于 2026年同步竣工，而贝壳则直接跨界涉足开发领域，并一举拿下成都"地王"。 事实上，不少互联网企业都曾热衷买地置业，不完全统计显示，搜狐、新浪、网易，到BAT再到字节、美团、小米、B 站、快手……大厂一掷千金，中小企业也不吝啬，包括延趣网络、飞鱼科技、三七互娱（维权）、诗悦网络、4399、贪 玩游戏…… 过去几年，互联网一度钟爱轻资产运营，时至今日，企业开始重金囤地，一场席卷互联网行业的"买地运动"背后，到底 藏着什么样 ...

Group 1 - The "2025 Top Ten潮商 Annual Figures" list was announced, highlighting outstanding潮商 leaders who drive global潮商 development with exceptional business strategies and leadership qualities [1][4][9] - The潮商 leaders are recognized for their innovative achievements and their commitment to national sentiments and responsibilities, marking a significant impact on global business culture [1][4] Group 2 - 加华银行 partnered with Alibaba's Taobao to launch a dedicated payment solution, reinforcing its position as Cambodia's largest commercial bank [3] - 方侨生, as the president of the Cambodian Chinese Association, promotes investment cooperation between China and Cambodia in various sectors, including industrial parks and medical equipment [3] Group 3 - 玉湖集团, led by 黄向墨, is expanding its cold chain logistics operations, with significant projects in Wuhan and眉山 expected to generate over 20 billion yuan in annual transactions [7][8] - The company is also implementing AI algorithms to enhance warehouse scheduling efficiency by 40% and has established a digital platform for trading services [7] Group 4 - 彭云鹏, founder of 印尼巴里多太平洋集团, has seen his wealth rise to $39.8 billion, with significant growth in the energy and infrastructure sectors, including a 3565% increase in net profit for his petrochemical division [11][12] - His company is also expanding geothermal energy projects, aiming to make Indonesia a global leader in geothermal power generation [11][12] Group 5 - 三环集团, under 张万镇, reported a revenue of 6.508 billion yuan in the first three quarters of 2025, a year-on-year increase of 20.96%, and a net profit of 1.959 billion yuan, up 22.16% [19][20] - The company is advancing its technology in high-end MLCCs and plans to launch an IPO to raise funds for global expansion [19][20] Group 6 - 马时亨, chairman of the Hong Kong Trade Development Council, is implementing a dual strategy to enhance the council's global presence and support SMEs in adopting digital technologies [22][23] - Under his leadership, 富卫集团 completed a significant IPO, raising 3.611 billion HKD, and reported a 38% increase in new business sales in the first half of the year [23] Group 7 - 周六福, founded by 李伟桂, has rapidly expanded its store count to over 4,100, achieving a compound annual growth rate of 35.8% from 2022 to 2024, significantly outpacing the industry average [30][31] - The company is also venturing into the digital asset space through a strategic investment in a Hong Kong securities firm, marking a significant shift for traditional jewelry businesses [31]

【环球网科技报道 记者 张阳】随着年末的钟声渐行渐近，回顾过去一年，鸿蒙生态的发展可谓日新月异，各大应用厂商纷纷加速适配，为用户带来了前所 未有的智能体验。记者本身也是经历了从最初对"鸿蒙能否成气候"的观望，到如今几乎每天离不开鸿蒙带来的便捷生活体验。 最新数据显示，搭载HarmonyOS5及HarmonyOS6的设备突破3600万台，可获取的应用和元服务超35万，应用市场适配度超95%。以阿里旗下应用为例，特别 是像大麦、高德地图、钉钉、夸克、支付宝、淘宝等大家生活中常用的应用在鸿蒙平台加速迭代，以场景化创新打破服务边界，让"越用越好用"的生态价值 愈发清晰。 通勤与出行：高德地图让 " 在路上 " 更从容 如果你恰好是鸿蒙车主，方便还能再进一步，手机靠近车机即可切换导航界面，如果目的地无法直接开车抵达，那么下车后导航自动转为步行指引，根本就 不用自己再动手切换，实现服务随场景迁移。 最惊艳的莫过于"实况窗"功能。还记得今年国庆时，机场里一手拖着行李箱、一手在App间来回切换查路线、打车的狼狈。而今年元旦出行的准备，却因为 鸿蒙版高德地图变得格外从容，打完车就可以趁着等车的空闲刷刷短视频，放松一下，实况窗上 ...

Investment Rating - The report recommends investment in Alibaba, Meituan, Pinduoduo, and JD.com, indicating a positive outlook for these companies in the e-commerce sector [4]. Core Insights - Online consumption continues to grow steadily, with a total retail sales of 45.6 trillion yuan in the first 11 months of 2025, reflecting a year-on-year increase of 4.0%. The online retail sales reached 14.5 trillion yuan, up 9.1% year-on-year, with physical goods online retail sales growing by 5.7% to 11.8 trillion yuan, resulting in a penetration rate increase of 0.42 percentage points to 25.9% [1][12]. - The impact of the "old-for-new" policy from the previous year is starting to show, leading to a high base effect that is affecting growth rates. The express delivery business volume reached 180.74 billion pieces, a year-on-year increase of 14.9%, but this growth is slowing compared to the previous half of the year [1][12]. - The competition in the instant retail sector has peaked, with platforms shifting their strategies towards differentiation to improve user experience (UE). The report notes that the industry is entering a new phase of competition, focusing on quality and efficiency rather than just price competition [3][47]. Summary by Sections 1. Online Consumption and Retail Performance - Online consumption remains robust, with significant growth in penetration rates. The high base effect from last year's policies is now impacting growth rates, leading to a slowdown in the growth of express delivery and online retail sales [1][12]. - Major platforms are adjusting their strategies in response to the high base effect, with JD.com experiencing a notable decrease in GMV growth rates in Q3 [1][17]. 2. AI Investment and Development - The AI sector is witnessing intensified competition, with major internet companies launching numerous updates and iterations of AI models. The focus is shifting from broad capabilities to specialized strengths, enhancing user experience and application in consumer-facing products [3][34]. - Alibaba's cloud business is accelerating, with AI-related product revenues achieving triple-digit year-on-year growth for nine consecutive quarters, indicating a successful transition from technology investment to value realization [3][34]. 3. Instant Retail Sector Dynamics - The instant retail sector has seen a peak in competition, with platforms initially investing heavily to capture market share. However, as the market stabilizes, strategies are shifting towards differentiation and quality improvement [3][47]. - The report highlights that platforms like Meituan and Taobao are focusing on enhancing user experience and profitability, moving away from aggressive subsidy strategies [3][47]. 4. Performance of Major E-commerce Platforms - Alibaba's core business revenue growth remains strong, while Meituan's local business is under pressure. JD.com and Pinduoduo are expected to see profit recovery in the upcoming quarters, driven by strategic investments and operational efficiencies [3][4]. - The report notes that the profitability of platforms is becoming increasingly differentiated, with expectations for Alibaba and Meituan to see profit recovery soon [4].

Investment Rating - The report recommends investment in Alibaba, Meituan, Pinduoduo, and JD.com, indicating a positive outlook for these companies in the upcoming quarters [3][4]. Core Insights - Online consumption remains stable, with a total retail sales of 45.6 trillion yuan in the first 11 months of 2025, a year-on-year growth of 4.0%. The online retail sales reached 14.5 trillion yuan, growing by 9.1% year-on-year, while the physical goods online retail sales grew by 5.7% to 11.8 trillion yuan [2][14]. - The Double Eleven shopping festival saw an extended promotional period, averaging 3 days longer than previous years, leading to a robust growth in sales across major platforms [2][26]. - The competition in the instant retail sector has peaked, with platforms shifting strategies towards differentiation rather than direct price competition [2][49]. - Cloud business performance has been strong, with significant revenue growth from AI-related products, indicating a shift towards high-quality development driven by ecosystem investments [2][37]. Summary by Sections 1. Online Consumption and Retail Dynamics - Online consumption continues to grow steadily, with a penetration rate increasing to 25.9%. The high base effect from last year's trade-in policy is now impacting growth rates, leading to a slowdown in the growth of express delivery and online retail sales [2][14][19]. - Major platforms are increasing their investment in instant retail, with JD.com experiencing a significant decrease in GMV growth due to the high base effect from last year [19][20]. 2. AI and Product Development - The AI industry is experiencing intensified competition, with major internet companies completing 182 updates or iterations of large models in Q3 2025. This shift is moving from a broad approach to a more focused strategy on optimizing parameters and enhancing user experience [2][37][42]. - Alibaba's cloud business has shown accelerated revenue growth, with AI-related products achieving triple-digit year-on-year growth for nine consecutive quarters [2][37]. 3. Instant Retail and Competitive Landscape - The instant retail sector has seen peak competition, with platforms investing heavily to maintain market share. However, as the sector enters a seasonal downturn, competition is stabilizing, and platforms are focusing on differentiation strategies [2][49]. - Meituan and Taobao's flash sales have stabilized daily order volumes, while JD.com maintains a steady volume in its delivery services [49][51]. 4. Investment Recommendations - The report suggests that while the platforms are entering a high base period, the long-term profit elasticity remains strong, with Alibaba and Meituan expected to see profit recovery in the upcoming quarters [3][4].

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 ...

这一年，我们见证了太多 "鸿蒙速度"的奇迹，也看到了太多"在一起"的合力。 前几天，《鸿蒙星光盛典》的播出，让披星戴月、昼夜兼程的鸿蒙合伙人 们走到了全国观众面前，不仅将鸿蒙故事带给亿万国人，也让我们看到了国家视角和时代视角下的中国科技力量。 紧随其后的是，科技媒体 36氪联合后浪发布了《加速进展的鸿蒙6：从尝鲜，到常用｜年轻人App使用白皮书》，进一步将年轻人眼中的应用生态全景展 开。该报告数据显示， 有 38.4%的年轻人"非常愿意"上手体验鸿蒙，还有43.8%的人对鸿蒙表达了期待。 在安卓、 iOS和Windows生态高度成熟的今天，大家可能难免会好奇，为何年轻人依然愿意积极拥抱鸿蒙？这背后，有年轻人和鸿蒙不愿被定义的共鸣， 也有双向奔赴的坚定。 满足用户需求，鸿蒙和伙伴一直在全力以赴 鸿蒙的突围，已经成为中国科技自立自强的标志，也让更多人认识到了掌握操作系统核心技术的重要性。但操作系统系统更是一场生态远征，需要鸿蒙、 伙伴和开发者乃至整个中国科技力量为之不懈奋斗。 远征的第一步，首先就是满足用户的基本需求。 根据后浪的调研，年轻人对 APP的需求高度集中在"社交通讯"、"影音娱乐"和"实用工具"三个类 ...

12月23日，晚点报道称，字节跳动（以下简称"字节"）旗下火山引擎已正式成为2026年中央广播电视总 台春节联欢晚会独家AI云合作伙伴，其智能助手豆包将同步上线互动玩法。 QuestMobile最新数据显示，截至12月8-14日的最新统计周期，AI原生App活跃用户榜单已经发生了巨大 变化，其中，豆包、DeepSeek、元宝位居前三，周活跃分别为1.55亿、8156万、2084万；蚂蚁阿福、千 问、豆包爱学位居第二梯队，周活跃用户量分别为1025万、872万、722万。 这是继2019年、2021年抖音冠名春晚后，字节系第三次与这一"国民级"舞台合作，也是春晚首次引入AI 云服务商角色。 技术输出 作为中国全民性娱乐IP，春晚历来是互联网企业的"流量修罗场"。 2015年，微信通过"摇一摇"拉动支付绑卡量单日破2亿，微信"摇一摇"春晚当晚被摇了110亿次。 2019年，抖音担任春晚赞助商，主攻红包互动，并借春晚实现日活峰值冲高。QuestMobile数据显示， 2019年是抖音日活井喷的一年，2019年5月底，抖音日活破3亿；截止到2019年6月，抖音用户为4.86 亿。2021年，抖音再次担任春晚赞助商，并 ...

t 2017 40 11:5 id 0 n the last A 0 201 Cabo PACE lo 6 a 1 1 12 2 r the ● - 0 ATE Pre Property x r 6 cke apply for 4 4 P SPR 12 real 6 PAC P 1 cs 12 27 p 之前更新了《AI御三家年终"火拼"》，现在聊聊国内AI原生应用铁王座上的"豆包"。 据《晚点 LatePost》 独家 爆料，字节跳动旗下的火山引擎已正式敲定成为2026年中央广播电视总台春节联欢晚会的 独家 AI 云合作伙伴，旗下智 能助手"豆包"也将深度参与，上线多种 AI 互动玩法。 从2015年开始，互联网巨头们轮番登上春晚舞台，通过互动红包等形式疯狂"吸粉"。这些产品在登上春晚时往往标志着其用户规模或行业地位达 到关键节点，成为"国民级"应用。 01 2015年 – 微信红包：腾讯的微信成为春晚首个独家新媒体互动伙伴，推出"摇一摇抢红包"。除夕当晚微信红包收发总量达10.1亿次，摇一摇互动 峰值每分钟8.1亿次。更重要的是，通过春晚红包必须绑定银行卡，微信支付一夜之间新增1亿绑卡用户，迅速追平了支付 ...