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E-commerce in the Midst of Chaos Urgently Needs to Return to the Essence of Retail
Source: Juchao WAVE. E-commerce giants, perhaps somewhat agreeing with this pessimistic view, are diversifying into new businesses like food delivery and AI to sustain growth. However, the true value of retail seems to be overlooked; financially, retail remains their core foundation, as seen with Alibaba's heavy AI investment and JD.com's profit sacrifice for delivery. Meanwhile, content platforms like Xiaohongshu, ByteDance, and Kuaishou continue to invest in e-commerce, and even AI companies eye the sector. Pinduoduo stands out by quietly retaining profits. The article argues that price remains the fundamental competitiveness in retail, and despite grand plans, platforms must focus on offering quality goods at low prices to survive the next wave of industry consolidation.
小卢鱼Consumer Recovery Begins with Baijiu
As pandemic prevention policies are gradually relaxed, the market anticipates a recovery in the consumer sector, making the food and beverage industry the brightest star in the market this week. The baijiu sector rose 6.94% in the past week and 19.30% in the past month, outperforming the broader market, with mid-range brands like Kouzijiao, Golden Seed, and Shunxin Agriculture leading the gains. In terms of capital inflows, Wuliangye saw net inflows of 2.252 billion yuan in a week, ranking first, while Kweichow Moutai, Shanxi Fenjiu, and Laobaigan also received significant northbound capital increases. Baijiu...
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