Group 1 - The "Double Eleven" event has become a major showcase for new business models such as live-streaming e-commerce, content seeding, and instant retail, demonstrating significant explosive growth and providing strong support for the long-term investment logic of the Hong Kong internet sector [1] - The user base for generative AI in China has rapidly increased, surpassing 515 million in just six months, positioning AI as a key narrative for the fourth quarter and potentially leading to a new round of asset revaluation in the Hong Kong stock market [1] - The Hong Kong stock market is experiencing enhanced capital attraction due to a global shift towards emerging markets amid a rate-cutting cycle, with the technology and internet sectors being particularly favored by international investors [1] Group 2 - Despite short-term adjustments, the upward trend of the Hong Kong stock market remains intact, with current upward momentum driven by favorable industry conditions and accelerated AI development in China [1] - The Hang Seng Internet ETF (513330) supports T+0 trading and focuses on the internet platform economy, including major players like Alibaba, JD.com, Tencent, Meituan, Kuaishou, and Baidu, making it a valuable tool for investors looking to capitalize on AI applications and core assets in the "AI + internet" space [1]

此外，即时零售的快速发展创造了大量就业岗位，起到了民生保障作用。除了需要众多配送员、仓库管 理员、分拣员，即时零售的发展还催生出供应链数据分析师、品控质检师等新岗位。有配送员表示，即 时零售订单量大增，配送商品五花八门，收入显著增加。从即时零售到即时经济，正在创造越来越大的 社会价值。 展望未来，即时经济健康发展，必将是由规范护航、创新驱动、价值共享铺就的高质量赛道。全链条数 字化管理，智能调度订单运力，无人机派送被更多应用，将进一步刷新效率天花板。更深刻的变革在 于，重构价值生态——深度融合多元场景、更有效连接线上线下、更好满足民生需求。 效率是即时零售的关键，即时零售不仅能够快速满足消费者需求，而且拓宽了消费边界。将商品即时送 到消费者手中，首先离不开就近仓储服务。电商平台积极建设"前置仓""闪电仓"，服务周边数公里范围 内的消费者，仓储量与传统大卖场相当，还通过分析消费场景和偏好，使库存尽可能贴近消费者需求。 截至今年二季度，有电商平台已在全国建设超5万家"闪电仓"；预计到2027年，"闪电仓"数量将达到10 万个。 平台和线下零售商合作形成"1+1＞2"的能效。作为全渠道零售的重要组成部分，即时零售不 ...