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贵货都上即时零售,骑手频繁上演“零元购”,偷单还会少吗?
3 6 Ke· 2025-11-10 12:13
付了钱,下了单,配送环节却把货丢了。 一位来自陕西的网友在社交平台上发帖分享了自己在美团平台购买手机的遭遇,起因是网友在微信Apple授权专营店下单了一部手机,平台安排美团骑手 来送。 结果骑手联系网友说货丢了,网友联系商家却说订单完成了,而联系平台却回应在调查中。 "踢皮球"式推卸责任这让网友不得不在社交平台上征求解决方案,网友们也纷纷响应为其"出谋划策"。 10月31日,网友购买的是一台型号为薰衣草紫色256GB的苹果17,据描述,网友当日就给骑手打去电话,而骑手一直处于关机状态。过两日时,网友试图 进一步沟通时,没曾想才聊几句就被对方直接拉黑。 网友随后选择报警,警方以事件属于民事纠纷为由不予立案。网友最终将整件事的来龙去脉曝光在网上,寻求解决方案。 网友曾反馈过给商家,商家也同步反馈给了美团平台,而美团平台也回应了网友和商家,表示事件在调查中,但网友等了三天过去了都没有等来结果,直 至最后网上发酵。 最终美团平台出面将责任承担下来,并答应对商家进行赔付,商家将款项退回给网友。 不知道是因为舆论的压力而导致美团平台被迫处理,还是美团平台自身调查而产生的结果,因为平台方面并没有透露调查的过程是如何,直接给 ...
南大999元的帝王蟹,我真想吃一回
36氪· 2025-11-09 02:09
以下文章来源于新周刊 ,作者何驰 中国最新锐的生活方式周刊。 新周刊 . 反对帝王蟹的人潜意识里还在把大学当成与世隔绝的"象牙塔",认为它封闭、圣洁而脆弱,里面的大学生们亟须被无菌化保护。食堂卖不卖帝王蟹,是食堂的自由, 学生吃不吃帝王蟹,是学生的自由,根本不必过度解读。 文 | 何驰 编辑 | 程迟 来源| 新周刊(ID:new-weekly) 封面来源 | IC Photo 一只帝王蟹,让大学上了热搜。 11月1日,南京大学仙林校区第九食堂的"渔船海鲜"档口每天推出一只999元、4.2斤的帝王蟹(堪察加拟石蟹),登上热搜,引发全网热议。 反对者批评大学食堂提供高端海鲜有鼓励奢靡消费、贫富攀比之嫌,与勤俭节约精神相悖。支持者认为,南大学子"嚼得菜根",吃得帝王蟹,"做得大事", 学校食堂不乏1分钱暖心早餐、1.5元阳春面"物美价廉"餐,高校后勤服务市场化能满足学生多元化需求,且蟹价低过市场价,同学们拼个好饭人均只需200 元。 面对争议,南大后勤迅速调整菜式,食堂的鱼缸里瞬间不见了帝王蟹的踪影。 (图/南大后勤微信公众号) 很显然,反对帝王蟹的人潜意识里还在把大学当成与世隔绝的"象牙塔",认为它封闭、圣洁而 ...
11月4日【中銀做客】恆指、小米集團、比亞迪、泡泡瑪特、建設銀行、
Ge Long Hui· 2025-11-04 20:03
Market Overview - The Hong Kong stock market has shown volatility recently, with the Hang Seng Index fluctuating around 25,900 to 26,000 points [2][6] - Trading volume has decreased from approximately 300 billion to around 200 billion in recent weeks, indicating a more cautious market sentiment [1][2] - Investors are shifting focus from individual stocks to index-related products, such as ETFs and warrants, due to uncertainty in stock performance [2][3] Investment Strategies - Many investors are adopting a more conservative approach as the year-end approaches, preferring to observe market trends before making further investments [1][2] - The pharmaceutical, retail, and technology sectors have performed well throughout the year, with significant interest in chip stocks [1][2] - Investors are increasingly using index tools to capture market fluctuations, with high leverage options available for index warrants [2][3] Product Offerings - The company has increased the issuance of index-related products to meet market demand, providing a variety of options for investors [3][4] - The issuance of warrants is based on three reference prices, allowing for timely product offerings that align with market conditions [3][4] - Investors can communicate their product needs directly to the company, facilitating a responsive product development process [5][6] Individual Stock Analysis - Xiaomi has seen a significant decline in stock price, dropping from around 60 to 42-43, with investors showing interest in call warrants as a lower-cost entry point [6][7] - BYD's stock has also weakened, with prices falling below 100, leading to cautious interest in call warrants as investors await signs of stabilization [9][10] - Pop Mart, once a market favorite, has experienced a downturn, with mixed investor sentiment reflected in both call and put warrant activity [11][12] Banking Sector Performance - Traditional financial stocks, such as China Construction Bank, have gained attention, with stock prices rising from around 7 to over 8, indicating a shift in investor focus towards more stable sectors [14][15] - The company offers high-leverage warrants for banking stocks, allowing investors to capitalize on the recent upward trend in this sector [16][17]
万联晨会-20251022
Wanlian Securities· 2025-10-22 00:50
Core Insights - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index up by 1.36%, the Shenzhen Component Index up by 2.06%, and the ChiNext Index up by 3.02% [2][6] - The total trading volume in the Shanghai and Shenzhen markets reached 1,873.701 billion yuan [2][6] - In terms of industry performance, telecommunications, electronics, and construction decoration sectors led the gains, while coal, food and beverage, and transportation sectors lagged [2][6] - Concept sectors such as combustible ice, Tonghuashun fruit index, and shale gas saw significant increases, while horse racing concepts, super brands, and organic silicon concepts had lower gains [2][6] - The Hong Kong market also experienced gains, with the Hang Seng Index rising by 0.65% and the Hang Seng Technology Index up by 1.26% [2][6] - Internationally, the U.S. stock indices showed mixed results, with the Dow Jones up by 0.47%, the S&P 500 flat, and the Nasdaq down by 0.16% [2][6] Economic Overview - Economic growth remains stable, with a slight slowdown in GDP growth to 4.8% year-on-year in Q3, and a quarter-on-quarter increase of 1.1% [8][9] - Industrial production continues to be a significant driver of the economy, with industrial added value increasing year-on-year from 5.2% to 6.5% [8][9] - Investment in fixed assets showed a decline, with cumulative year-on-year growth dropping from 0.5% to -0.5%, particularly in manufacturing, infrastructure, and real estate sectors [8][9] - Retail sales growth has also slowed, with a drop from 3.4% to 3% year-on-year [8][9] Sector Analysis - Real estate investment continues to drag down overall investment growth, with new construction and sales remaining weak [11] - Infrastructure investment growth has declined, with power investment contributing to this slowdown [11] - Manufacturing investment growth has significantly slowed due to multiple factors, including anti-involution policies and tariff uncertainties [11][12] - Consumer spending has also been affected, with a decline in discretionary spending and a slowdown in the growth of durable goods sales [12]
有研粉材(688456.SH):不是苹果17金属粉末材料的供应商
Ge Long Hui· 2025-09-30 07:56
Core Viewpoint - The company indicates that aluminum alloys and copper alloys possess application potential in consumer electronics due to their weight reduction and heat dissipation properties, respectively. The company is not a supplier of Apple's 17 metal powder materials [1]. Group 1 - The potential association described by the company refers to the application of aluminum alloys in weight reduction and heat dissipation, as well as the excellent heat dissipation characteristics of copper alloys [1]. - The company currently does not supply metal powder materials for Apple's 17 series [1].
小米最近的境遇,让我想起一则古老寓言
3 6 Ke· 2025-09-30 02:18
Group 1 - The narrative of "benchmarking" is outdated and no longer aligns with current market trends, as seen in Xiaomi's recent product launch strategy [2][4][6] - Investors are increasingly looking for differentiation rather than imitation, expecting companies to present unique value propositions instead of merely comparing themselves to competitors like Apple [9][10][14] - The Chinese tech landscape has shifted, with companies like CATL and SMIC focusing on innovation and exploring new frontiers rather than simply trying to match established players [3][4][13] Group 2 - Xiaomi's reliance on "benchmarking" against Apple may hinder its growth, as the market now demands more than just comparable specifications; it seeks innovative solutions that define the future [10][12][14] - The company has invested heavily in developing its own technologies, such as chips and electric vehicles, but has yet to effectively communicate these advancements to the market [10][14] - The competitive landscape is evolving, with new leaders emerging in AI and other technologies, making it crucial for Xiaomi to adapt its narrative to reflect contemporary challenges and opportunities [13][14]
男子见大叔回收手机电脑,拿着自己的苹果17去询问,结果!
Xin Lang Cai Jing· 2025-09-28 07:28
Group 1 - The article discusses an incident where a man approached an older gentleman who was recycling mobile phones and computers, specifically inquiring about his own Apple 17 device [1] - The interaction highlights the growing trend of electronic recycling and the public's awareness of sustainable practices [1] - The article emphasizes the importance of responsible disposal of electronic devices in light of environmental concerns [1]
小米17起售价4499元、对标苹果 雷军今年能否“跳级”圆梦?
Mei Ri Jing Ji Xin Wen· 2025-09-25 15:17
Core Insights - Xiaomi's founder Lei Jun emphasized the company's ambition to compete directly with Apple by launching the Xiaomi 17 series, marking a significant shift towards high-end market positioning [5][15] - The company has invested heavily in self-developed chips, spending over $20 million on initial production, but the new flagship model does not feature these chips, raising questions about their readiness and market competitiveness [3][9][12] Product Launch and Strategy - The Xiaomi 17 series was introduced as a direct competitor to the iPhone, with a name change from Xiaomi 16 to Xiaomi 17 to signify this intent [5][15] - The starting price for the Xiaomi 17 is set at 4,499 yuan, featuring advanced design elements and specifications that aim to rival Apple's offerings [5][6] - The Xiaomi 17 Pro series includes innovative features such as a back screen for selfies and a protective case, with prices starting at 4,999 yuan [6] Chip Development and Challenges - Xiaomi's self-developed chip initiative faced setbacks, with Lei Jun acknowledging the need for high-end chips to ensure competitiveness in the smartphone market [3][9] - The company has invested 13.5 billion yuan in chip development, with the average cost of designing advanced chips reaching up to $1 billion [9][11] - Despite the significant investment, the Xiaomi 17 series will not utilize the self-developed chips, indicating ongoing challenges in achieving technological maturity and production capacity [11][12] Market Positioning and Brand Perception - Xiaomi aims to transition from being perceived as a "cost-effective" brand to a high-end competitor, with a current market share of 27.6% in the domestic high-end smartphone segment [15][16] - The company plans to expand its retail presence, targeting 30,000 stores in China and 400-500 overseas by the end of the year, to enhance brand visibility and consumer engagement [16] - Experts suggest that Xiaomi may need to create a sub-brand to establish a distinct high-end identity and overcome existing consumer perceptions [17]
大侠后宫:“我换了苹果17把14给女朋友她生气了?”啊啊啊优越感简直不要太强!
猿大侠· 2025-09-25 04:09
Core Viewpoint - The article discusses a situation where a person gives their old iPhone 14 to their girlfriend after purchasing a new iPhone 17, leading to her feeling upset about receiving a second-hand phone instead of a new one [1]. Group 1 - The individual believes that the iPhone 14 is still functional and offers to let the girlfriend use it temporarily, suggesting that it is more efficient than her current phone [3][5]. - The girlfriend expresses discomfort about receiving a second-hand phone, indicating that it feels inappropriate to accept a used device, even if it is from a close relationship [6][10]. - The conversation reveals a misunderstanding regarding the value of gifts and the expectations surrounding them, highlighting the emotional implications of giving and receiving items of significant value [11][12]. Group 2 - The individual suggests selling the girlfriend's current phone to buy a new one, indicating a willingness to support her in upgrading her device [7][9]. - The girlfriend counters that her current phone is still adequate for her needs, emphasizing that she does not want to feel obligated to return a gift, which complicates their relationship dynamics [10][11]. - The dialogue reflects broader themes of relationship expectations, material value, and emotional responses to gifts, showcasing how technology can influence personal interactions [8][12].
长信科技(300088.SZ):公司为A公司提供NB&PAD产品减薄
Ge Long Hui· 2025-09-25 01:20
Core Viewpoint - Changxin Technology (300088.SZ) has confirmed its support for Apple's newly released iPhone 17 by providing NB&PAD product thinning solutions [1] Group 1 - Investors inquired about Changxin Technology's product support for Apple's iPhone 17 [1] - The company responded that it supplies thinning solutions for NB&PAD products to Company A [1]