女明星一恋爱，网友就闹心。 张维伊对耳机很执着，网友对此很困惑，以至于新一期节目里，后期干脆给他耳机打了码。 一代人的童年女神董璇，领着她的再婚对象、演员张维伊登上中女生活观察类真人秀《姐姐当家》，让已经被离谱真人秀洗礼过多次的网友直呼震撼。 无他，盖因张维伊在节目中踩的雷不计其数。从希望已经45岁的董璇再生孩子，到因董璇代为结账当场黑脸，从不顾董璇要接送小孩的生活节奏非要"二 人世界"，到管董璇女儿"小酒窝"叫"窝子"，节目没看完，网友结节气出好几个。 搞笑博主开始模仿张维伊，情感博主开始剖析董璇咋看上的张维伊，普通观众则不禁思考起了另一个问题：他到底为啥一直戴着耳机？ 不摘耳机，职场上最小单位的平静中发疯 一般来说，在一个布满了家长里短、鸡毛蒜皮，随便一句话就能踩炸一个雷的生活观察类综艺里，一副耳机，是很难引起注意的。 可问题是，张维伊实在是太爱戴那副耳夹式耳机，嘴上说着自己的世界里只有董璇，但让人疑惑耳机才是他的唯一。 他去见董璇父母，从进门到帮忙下厨再到跟二老一块儿吃早饭，全程戴着耳机； 他跟董璇聊要孩子的问题，说自己现在创作时容易找不到突破点和抓手，"真的当了父亲那一刻，应该是会明白了"，先不说这理 ...

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Core Insights - Amazon's Prime Day sales performance has started poorly this year, with sales in the first four hours down nearly 14% compared to the same period last year [1] - The data from Momentum Commerce, which manages approximately $7 billion in sales for brands like Crocs and Beats, is seen as a barometer for consumer sentiment and the overall economic outlook in the U.S. [1] Group 1 - The negative sentiment from investors regarding this year's Prime Day is reflected in the high-frequency data from Momentum, indicating a cautious shopping behavior among consumers [1] - On the day the data was released, Amazon's stock fell over 1.8%, marking the worst performance among the Magnificent 7 tech giants [1] Group 2 - Amazon's Prime Day this year runs from July 8 to July 11, extending the event to four days for the first time, which may complicate year-over-year sales comparisons [2] - The longer duration may lead consumers to wait for larger discounts rather than making immediate purchases as in previous years [2] - High tariffs imposed by the Trump administration are also seen as a factor contributing to the weak sales, affecting sellers' promotional capabilities [2] Group 3 - Key observations from this year's Prime Day include fewer discounts on Amazon's own devices like Echo, with essential goods driving promotions rather than tech products [2] - Grocery items are seeing larger discounts compared to electronics, and Apple is offering notable deals, such as AirPods 4 priced at $89, cheaper than last year's Black Friday promotions [2]

Group 1 - Luxshare Precision is planning to issue H-shares in Hong Kong to enhance its global strategy and financing capabilities [1] - The company aims to maintain its status as a leader in the Apple supply chain, with over 50% growth in its Apple business over the past two years [1] - Luxshare's revenue for 2024 is projected at 268.8 billion yuan, a year-on-year increase of 15.91%, with a net profit of 13.4 billion yuan, up 22.03% [3] Group 2 - The company has made strategic acquisitions to enhance its product line, including the acquisition of Wistron Technology's ODM business and Leoni AG for 4.1 billion yuan [2] - Luxshare is diversifying its business into the automotive sector, aiming to become one of the top ten Tier 1 suppliers globally [1][2] - Other major players in the Apple supply chain, such as Lens Technology and GoerTek, are also pursuing IPOs in Hong Kong to optimize capital structure and enhance competitiveness [3]

Core Insights - The article highlights complaints from Taobao's 88VIP members regarding perceived price discrimination, where non-88VIP accounts receive better discounts and offers during promotional events like the 618 shopping festival [3][8]. - Customer service representatives have acknowledged that the pricing for 88VIP members may not always be more favorable than for regular users, attributing this to automated system adjustments based on activity [3][8]. - The increase in complaints about 88VIP membership, particularly regarding pricing disparities and limited coupon usage, suggests a growing dissatisfaction among users who expected exclusive benefits [8]. Group 1 - During the 618 shopping festival, many 88VIP members reported that non-88VIP accounts received more substantial discounts and coupons, leading to frustrations about potential data-driven price discrimination [3][6]. - A specific example noted that an 88VIP member paid 879 yuan for AirPods 4, while a non-member paid only 839 yuan, illustrating the pricing discrepancies [6]. - The official 618 activity guide from Taobao positions 88VIP members as "high-end users" with access to various exclusive benefits, yet these members face higher thresholds to unlock significant discounts compared to regular accounts [8]. Group 2 - Complaints regarding 88VIP membership have surged on platforms like Black Cat Complaints, focusing on issues of price discrimination and restricted coupon usage [8]. - Historical data indicates that pricing issues for 88VIP members are not new; a case from July 2024 showed that some products were priced higher for 88VIP members compared to regular users, with customer service attributing this to varying promotional rules [8].

阿里市值现在又等于两个拼多多了。 受 AI 相关利好推动，年初至今阿里美股股价已上涨超 62 %，公司今日的市值（前一日收盘 3300 亿美元，27 日开盘后大约 3240 亿美元）约等于两个拼多多（前一日收盘 1663 亿美元，27 日开盘 后大约 1630 亿美元），五个京东（616 亿美元）。 国内电商的竞争格局没有大的变化，前三名分别是阿里、拼多多、抖音，京东稍有掉队降至第四 名。几家公司继续在它们擅长的品类上与淘天集团争夺份额，淘天则希望扶持优质品牌和商家在站 内站外做增长。在管理层宣布未来资本开支超过去十年总和后，资本市场此刻更愿意把阿里视作一 家 AI 公司，而非传统电商零售公司。 阿里的电商对手们对 AI 的态度不一，抖音电商希望增加用户覆盖和直播电商规模，增加搜索产生 的 GMV ，暂未提及如何用 AI ；京东两年前就开发了大模型言犀 AI，此刻更多关注美团，想在外 卖和即时零售赛场上与美团开战。 苹果官方旗舰店接入国补，比拼多多更便宜。 继华为、小米、OPPO 等四十多家国内外手机品牌官方下场参与国补后，苹果近期也调整策略，其 线上天猫官方店铺已接入北京国补，售价 6000 元以内的多款产 ...

今天最主要的内容，就是关于会议解读的那一块我为了不耽误事，单独发了一篇，劳驾诸位点一下文章最上面的"猫笔刀"，可以进入到我的主页观看《暴 涨了，真暴涨了》。 …… 1、10年国债收益率创下新低，上周不是破2了嘛，今天低至1.941%，由于目前市场普遍预期明年会有更宽松的货币政策，因此降息的预期也上来了，我 前几天和一个债券分析师小伙伴聊，都觉得明年下调40-50bp是有可能的，所以债券利率走低也是情理之中。中国资本市场这四五年，综合回报率最高的 就是债券，综合下来年化4.5%左右。 很多读者搞不清楚利率和债券的关系，简单解释就是反比关系，利率下降，债券就会上涨。所以货币宽松的周期，也是债券的慢牛市。 2、11月cpi指数+0.2%，ppi指数下降2.5%，一个是消费指数，一个是出厂价格指数，都不太好，但也都在预期之内。11月份食品价格普跌，鲜菜-13.2%、 猪肉-3.4%、鲜果-3%、水产品-1.3%。 3、中国保险行业协会发布了一个统计人力资源报告，里面显示保险从业人员的教育程度提升了，本科以上学历占了72%，并且主动离职率显著降低。保 险行业一直是巨大的就业海绵，从业人员学历提升其实从侧面能反应出竞争激 ...

周末聊点轻松的吧，昨晚有个读者说起楼上邻居太吵，无法沟通的事，结果那条留言后台评论有300多 条，很多人都激烈的发表了观点。 我们家在4年前也经历过类似的事情，但所处的是被人嫌吵的那一方，今晚就写写当时的情况。 2020年7月我的第二个孩子出生，未满周岁那会孩子是个睡渣，睡不了整觉，一个晚上大概会反反复复 的醒3-4次，每次一睡醒就扯着嗓子嚎，妈妈只能喂奶+安抚，大概哄个1-2分钟就消停了。 客观讲夜深人静的时候，孩子嚎那几下动静真挺大的，有好几次我在隔了两道墙的书房都能听到。所以 没过多久物业就找上门了，说接到楼下（7楼）邻居投诉我们家孩子太吵，影响休息。 我们当然是表达歉意，但道歉归道歉，问题却没解决。新生婴儿频繁夜醒这本来就是父母头疼的难题， 孩子太小也没法沟通，所以结果就是继续吵，楼下也继续投诉，我们继续道歉。 当然我们也做了一点改变，就是孩子哭醒的时候把孩子抱起来到客厅哄，这样持续吵的时间会缩短一 点，但楼下的邻居比较敏感，在我们把孩子抱到客厅之前就已经被吵到了。 那怎么办呢， 我 甚至 想 过 让 老婆孩子睡到客厅，但 这也太委屈 娘两了，算了，就这么着吧。最差情况就是等孩子一周岁 之后就渐渐能睡 ...

昨天老婆说我要做手术切脂肪瘤，很多读者在后台问我咋回事。其实就是右手小臂上有两个肉瘤，挺多年了，眼见着慢慢变大。之前去看过皮肤科，说是 脂肪瘤，可以不用管。但随着它两变大，我平时键盘打字的时候经常会挤压到，不舒服，就想着手术给切了。 我拿手机给拍个照片 医生说这个小手术，局部麻醉就行，约了11月26日，手术后14天拆线，不能洗澡但不耽误键盘打字。我老婆担心留疤不好看，问能不能缝美容针，给医生 逗笑了，说咱公立医院讲究的是效率，顾不上这个。我对这个无所谓，我都40的人了，手臂上有两个疤又如何，只是感慨人一上了年纪，身体就开始有各 种各样的问题。 我估计读者里应该也有不少类似的情况，回头手术恢复了我再发个照片对比图，也给那些犹豫着要不要去医院切的做个参考。费用的话差不多500切一 刀，大的小的都这个价。 写到这脑袋突然灵光一闪，想到了割肉这个词，自己都忍不住笑了。这次真物理割肉了，打算标题皮一下，唬弄唬弄你们 …… 今天a股成交1.85万亿，市场中位数-0.38%，连续两天出现回调。市场风格倒是延续了之前的风格，现在就是炒小炒差，分水岭是在10月16日，在那之后 的10个交易日里，上证50指数累计下跌0.6%，而 ...