后台和私信有人点菜，让说说霸王别姬的无妄之灾。 行吧，作为混公关圈的化学系毕业生、工学士，聊点跟我正经专业有关的。 01 老规律，捋下事情。 作者原话是"霸王别姬等高浓度咖啡因饮料，实际上在蹭准毒品的擦边球"。 虽然这位的语法有点问题，擦边球的配套动词是"打"，不是"蹭"，我们还是能看出他的观点是"饮料含咖啡因太多，就是准毒品"。 哪位神仙能说出这种话呢？ 这位在知乎上叫做"睡前消息"的作者，也是一位自媒体内容创作者，在其他平台叫做"马督工"。 12月23日，马督工发布视频内容"伪中产的担心，封存吸毒记录"，这则内容，跟奶茶木有一毛钱关系，而是在吃之前那个吸毒记录将被封存的话题。 前几天，霸王别姬一觉醒来，发现自己被指着鼻子骂"软性毒品"，"准毒品"。 再一看，怎么就"准毒品"了呢？ 后来，马督工在知乎上跟人讨论这则视频，并且下场回复。 原回答已经删除，我们找到一个截图。 其他部分看不看的，也不重要。注意划出来的地方明确说了"霸王茶姬"。 02 知道这个事儿的人，应该95%没看过上面说的这个来源。 而实际上，那么大一坨里，"霸王茶姬等高浓度咖啡因饮料，实际上在蹭准毒品的擦边球"被摘出来，单独传播，就是符合传播 ...

Core Viewpoint - The article discusses the transformation of consumer behavior and retail dynamics in a small county town, highlighting the rise of local brands and the impact of changing consumption patterns on traditional retail models [3][4][9]. Group 1: Consumer Behavior - There is a shift from top-down consumption upgrades to bottom-up upgrades, with local brands gaining prominence over international luxury brands [3][4]. - The presence of local supermarkets like "胖东来" reflects a change in consumer preferences, where affordability and local flavor are prioritized over brand prestige [4][9]. - Consumers in the county town are increasingly drawn to affordable high-end fruits and local clothing brands, indicating a shift in spending habits [9][10]. Group 2: Retail Dynamics - The article notes the emergence of various local brands and supermarkets that cater to the unique tastes and preferences of county residents, contrasting with the offerings of larger cities [4][9]. - The county town has seen a proliferation of tea and coffee shops, indicating a growing demand for such products despite the absence of aggressive marketing strategies typical in larger cities [23][28]. - The local retail environment is characterized by a mix of traditional and modern consumption patterns, with residents often opting for in-person shopping over online delivery services [30][31]. Group 3: Education and Training - There is a strong emphasis on education in the county, with parents willing to invest significantly in their children's education, leading to a proliferation of training institutions [20][21]. - The article highlights the competitive nature of local education, with families increasingly choosing to keep their children in local schools rather than sending them to larger cities [21][22]. - The rising costs of education and extracurricular activities are noted, with families spending substantial amounts on training despite the relatively low average income in the area [19][20]. Group 4: Economic Context - The county's economy is transitioning, with traditional land-based revenue models facing challenges, leading to a need for diversification [39]. - Despite economic pressures, the stability of life in the county provides a sense of security for residents, who are less burdened by urban financial pressures such as mortgages [39][40]. - The article suggests that while opportunities may be fewer compared to larger cities, the quality of life in the county remains appealing to many residents [39][40].

Core Viewpoint - The recent escalation in the food delivery battle in China has led to significant promotional activities, including "0 yuan milk tea/coffee" offers, which have attracted widespread consumer attention and participation [2][3][5]. Group 1: Market Dynamics - Major food delivery platforms, including Meituan and Alibaba's Taobao Shanguo, have initiated large-scale subsidies to attract users, with promotions such as free drinks and substantial discounts [2][5]. - The competition has intensified since late June, with investment banks like Goldman Sachs and HSBC lowering Alibaba's target stock price by an average of 8% due to the ongoing fierce market rivalry [12]. - The battle is costly, with Nomura estimating that Alibaba, Meituan, and JD.com spent approximately $4 billion on various discounts in the second quarter alone [12]. Group 2: Financial Implications - Analysts predict that Alibaba's aggressive investment in food delivery and instant retail will significantly weaken its near-term profit expectations, leading to a 15% reduction in its target stock price [13]. - Goldman Sachs forecasts that Alibaba may incur losses of 41 billion yuan (approximately $5.7 billion) in its food delivery business over the next 12 months, which could represent about one-third of its net profit for the fiscal year ending in March [12]. Group 3: Competitive Landscape - The competition is expected to persist longer than anticipated, with major players currently in a stronger financial position and possessing more cash reserves [12]. - All platforms aim to become the "daily essential app" for users, and the subsidy war is unlikely to cool down until a balance is reached among the main competitors [12].

Core Viewpoint - The recent escalation in the food delivery battle in China has led to significant promotional activities, including "0 yuan" offers for beverages, indicating a fierce competition among major platforms like Meituan and Alibaba [2][9]. Group 1: Promotional Activities - On July 12, major food delivery platforms initiated large-scale subsidies, particularly featuring "0 yuan milk tea/coffee" promotions that went viral online [2]. - Meituan launched a "0 yuan delivery" campaign, allowing users to redeem free drinks from popular brands, with only a minimal delivery fee if not picked up in-store [3]. - Alibaba's Taobao Shanguo introduced various discount coupons, including "18.8 yuan free order cards," covering multiple meal times, enabling users to achieve "0 yuan purchase" [5]. Group 2: Market Impact - The promotional activities led to a surge in orders at beverage stores, with some locations experiencing order numbers exceeding four digits and wait times surpassing one hour [7]. - Investment banks, including Goldman Sachs and HSBC, have lowered Alibaba's target stock price by an average of 8% due to the intensified competition in the food delivery sector [9]. - Analysts predict that Alibaba's aggressive investment in the food delivery and instant retail sectors will significantly weaken its near-term profit outlook, with potential losses in the food delivery business reaching approximately 41 billion yuan (around 5.7 billion USD) over the next year [10].