1. 美国11月ISM制造业PMI萎缩幅度创四个月最大，就业进一步收缩，原材料支付价格五个月来首次回 升。 2. 英伟达斥资20亿美元入股新思科技，深化 算力合作关系，英伟达首席执行官黄仁勋表示交易并 非排他性协议。 3. 苹果公司任命AI业务副总裁，强化 人工智能领域战略布局。 4. 亚马逊在美国西雅图 和费城试点"闪送"服务，测试30分钟送达服务模式。 5. 特斯拉11月欧洲销量持续下滑，法国、瑞典、 丹麦注册量近减半，挪威市场逆势增长175%。 6. 加密货币市场大幅下挫，比特币日内一度跌破8.5万美 元，近10亿美元杠杆头寸被平仓。 7. 土耳其总统谴责黑海油轮遭袭事件，国际油价受黑海局势紧张及 美委关系影响上涨。 8. 美元指数1日下跌，欧元兑美元涨0.08%报1.1608，美元兑日元跌0.44%报155.49 日元。 9. 美联储隔夜逆回购协议（RRP）使用规模为32.40亿美元。 10. 美股三大指数集体收跌结束五 连涨，道指跌420点，科技股与加密货币概念股普跌。 11. WTI原油 期货收涨1.32%，布伦特原油期货收 涨1.27%；贵金属市场12月迎"开门红"， 黄金升至六周高点， 白银续 ...

E-commerce and New Retail - Douyin has announced regulations to manage "street shooting and street interviews" content to protect user rights and maintain platform integrity, aiming to enhance content quality and attract users seeking healthy content [1] - Luo Yonghao's debut on Baidu Youxuan achieved over 50 million yuan in GMV, showcasing his strong personal brand and the growth potential of Baidu Youxuan, which has seen a 281% increase in monthly live stream hosts year-on-year [2] - Meitu signed a $250 million convertible bond agreement with Alibaba, which will help optimize its capital structure and enhance collaboration in e-commerce, AI, and cloud computing [3] Logistics and Supply Chain - Manbang Group reported Q1 2025 revenue of 2.7 billion yuan, a 19% year-on-year increase, with significant profit growth driven by increased order volume and active users [4][5] - ZTO Express completed 8.5 billion packages in Q1 2025, a 19.1% increase, with net profit rising 40.9% year-on-year, reflecting strong market competitiveness [6] - Flash Delivery achieved a record high gross margin of 13.2% in Q1 2025, indicating effective cost control and operational efficiency amid intense competition [7] - Cainiao's upcoming launch of new autonomous vehicle models aims to enhance logistics efficiency and reduce operational costs through AI upgrades [8] Lifestyle Services - Meituan's overseas version of Xiaoxiang Supermarket, named Keemart, has launched in Saudi Arabia, marking a significant step in its international expansion [9] - UU Run's founder responded to reports of executives participating in delivery tasks during lunch breaks, emphasizing the company's culture of hands-on experience across all levels [10][11] Innovation and Investment - Zero One Wanwu confirmed the departure of co-founder Gu Xuemei, who was responsible for pre-training models, indicating potential shifts in the company's technical direction [12] - Zhi Yuan Robotics is set to complete a new round of financing, with participation from JD and other investors, reflecting the competitive landscape in the embodied intelligence sector [13]