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黄金周到店消费升温:淘宝闪购入局,激活团购市场新增长极
Sou Hu Cai Jing· 2025-10-08 05:24
对比着距离与菜品,林静最终选定了离自己最近的许府牛牛肉火锅套餐,点击下单后,页面自然跳转至支付宝完成支付,抵达餐厅后,她打开订单页面出示 核销码,服务员扫码确认后便迅速安排了座位,从发现优惠到入座等待,全程不到三分钟。 这样高效又实惠的消费体验,正是淘宝闪购到店团购业务上线后,上海、深圳、嘉兴三城核心商圈不断上演的消费场景。 9月20日,淘宝闪购正式启动到店团购新业务,首批服务范围锁定在上海、深圳、嘉兴三座城市的核心商业区域。不同于单一平台的独立运营,此次淘宝闪 购上线的团购套餐在淘宝闪购、支付宝、高德三大APP均有入口,形成多端联动的矩阵。而业务上线恰逢国庆黄金周前夕,这个餐饮消费需求集中爆发的关 键节点,不仅成为检验业务落地效果的试金石,更让淘宝闪购得以借助假期消费热潮,快速触达不同场景下的用户群体。 作者 | 杨果 编辑 | 以安 国庆黄金周的上海自然博物馆门口,刚刚用高德地图导航到目的地的林静正在低头规划午餐去处,首页 提示 有 团购 红包 的 弹窗 吸引 了 她的 目光 。 领了 券, 顺势 查看 团购 商家 列表 ,一连串优惠信息瞬间铺开: Popeyes招牌炸鸡汉堡套餐接近五折;雅致的桂满陇江南 ...
南向资金大举加仓!3万亿科技巨头,买爆了
Sou Hu Cai Jing· 2025-09-21 10:32
Group 1 - Southbound funds have recorded a net inflow for 18 consecutive weeks, with a total net inflow of 368.51 billion HKD this week, a decrease of 39.41% compared to the previous week [1][2] - The Hang Seng Index rose by 0.59%, the Hang Seng Tech Index increased by 5.09%, and the Hang Seng China Enterprises Index went up by 1.15% during the same period [1] - According to Guolian Securities, the Federal Reserve's interest rate cut cycle may benefit the Hong Kong stock market in breaking previous highs, as historical data shows a correlation between the Fed's policy cycles and the Hang Seng Index reaching new highs [1] Group 2 - Alibaba-W saw the highest trading volume among southbound funds this week, with a total transaction amount of 698.47 billion HKD and a net purchase of 163.05 billion HKD, marking a historical high in shareholding [2][4] - Alibaba-W's market capitalization has returned to 3 trillion HKD, with a year-to-date increase of 96.32% [2] - Other notable stocks include Meituan-W with a net purchase of 57.49 billion HKD and Xiaomi Group-W with a net sell of 16.65 billion HKD [4] Group 3 - China Mobile Hong Kong has completed its acquisition of Hong Kong Broadband, obtaining 78.08% of its shares in a transaction valued at approximately 5.9 billion HKD [6] - Hong Kong Broadband is the second-largest fixed-line operator in Hong Kong, and this acquisition is a significant market-oriented merger for China Mobile [6] Group 4 - Eleven stocks saw their shareholding from southbound funds increase by over 100%, with Baize Medical leading at a 2252.16% increase [8][9] - Baize Medical, a newly listed stock, experienced significant price volatility, with a peak increase of 50.59% followed by a cumulative decline of 38.22% [8] - Other stocks with substantial increases in shareholding include Nanshan Aluminum International and Hu Shang Ayi, both exceeding 500% growth [9] Group 5 - The stocks with the highest increase in southbound fund holdings this week include Baize Medical, Nanshan Aluminum International, and Hu Shang Ayi, with respective increases of 2252.16%, 741.28%, and 628.86% [9] - The latest shareholding data indicates that the proportion of holdings from southbound funds in certain stocks has increased significantly, with some stocks exceeding 20% [10]