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中国经济视角_数据里的中国(2025 年 8 月)
2025-09-01 00:21
ab Global Research 26 August 2025 China Economic Perspectives China by the Numbers (August 2025) Our guide to Chinese monthly data What the numbers are, what they mean and the outlook going forward. Domestic activity weakened across the board in July Retail sales growth slowed to 3.7% YoY, with sales of products with trade-in subsidies softening. Overall FAI growth recorded an unexpected contraction of 5.2% YoY, as infrastructure and manufacturing investment declined, partly due to bad weather. The property ...
Best Stock to Buy Right Now: Costco vs. Disney
The Motley Fool· 2025-08-31 21:45
These two consumer heavyweights have compelling investment traits.Investors can jump-start their research process by identifying companies they might be customers of. For example, you might shop at a Costco (COST -0.23%) for groceries and other merchandise. You might watch content from Walt Disney (DIS 0.64%) or plan a trip to one of its parks. Thinking like a customer can provide firsthand knowledge that is valuable in the decision-making process. These two consumer-facing businesses each possess their own ...
Walmart's latest AI innovations represent a shift for big retail
CNBC· 2025-08-30 21:00
With fears about the strength of consumer spending running high due to tariffs, inflation and other economic pressures, retailers are working hard to sustain revenue growth. While some retailers are leaning into worker-led personalized experiences for shoppers, other retailers are focusing more on leveraging artificial intelligence to optimize the shopping experience. Walmart is one of those retailers, adding new "super agents" that aims to save time and effort for both workers and shoppers. At its recent R ...
Could Walmart Become a Trillion-Dollar Company?
The Motley Fool· 2025-08-30 15:55
Walmart is a retail giant that is slowly working its way to a trillion-dollar market cap, a scale that it seems the company will inevitably achieve.The Motley Fool just updated its report on the world's largest consumer staples companies. Walmart (WMT 0.88%) tops the list by a wide margin, with a market cap of around $767 billion. It seems inevitable that the giant retailer will eventually grow its business in the future and achieve a trillion-dollar market cap.Here's what you need to know.What does Walmart ...
Delota Reports Financial Results for the Three Months Ended June 30, 2025
Newsfile· 2025-08-30 06:30
Delota Reports Financial Results for the Three Months Ended June 30, 2025August 29, 2025 6:30 PM EDT | Source: Delota Corp.Highlights: Total revenue of $10.0 million for Q1 202636% gross profit margin for Q1 2026Positive Adjusted EBITDA of $0.3 million for Q1 2026Segmented revenue for Q1 2026: Vape - B2C: $7.7 million, B2B: $1.4 millionCannabis - B2C: $1.0 millionCompleted the early redemption of senior secured convertible debentures in the amount of $900,000 plus accrued interestCustomer base ...
暑假“余额”告急!切换至“学习”模式 收好这份“收心”攻略
央视新闻· 2025-08-30 06:08
最近几天,全国各地将陆续迎来开学季。书包装满了期待,心中怀揣着梦想,学校的大门再次打开,学子们将翻开新的一页,不仅是日历和课本,更是 人生的新篇章。随着新学期的到来,各类学习用品与电子产品等迎来销售高峰。 在广西贺州市远东中心指南书城,笔记本、签字笔、绘图工具等文具一应俱全,为了方便选购,店里还专门推出了不同主题的 "开学套餐",吸引了不少学 生和家长。 学生家长 刘洁松:给小朋友买一些开学准备需要用的文具跟书本,比如说笔,尺子。 教辅资料和课外读物也是开学季的"刚需"。这是贺州市八步区的新华书店,工作人员按年级、学科分类,把不同的练习册摆放在明显的位置,方便大家挑 选。 除了传统的学习用具,数码消费同样火热。在河南郑州的家电卖场里,前来购买手机、笔记本电脑、AI智能学习机等3C产品的消费者络绎不绝。 从文具到数码产品,从教辅资料到宿舍用品,开学的仪式感给商家带来了可观的销量。随着开学日期的临近,这股消费热还将持续一段时间。 从假期回归校园 收好这份"收心"攻略 学习用品备齐了,但不少孩子仍然沉浸在暑假的放松节奏中,如何从"休息"模式切换至"学习"模式?家长又该怎样科学助力,帮孩子做好身心准备呢?来听 听医生 ...
Burlington Stores' Q2 Earnings Beat Estimates on Higher Sales & Margins
ZACKS· 2025-08-30 02:00
Key Takeaways Burlington Stores Q2 revenue rose 9.7% to $2.71B, topping the Zacks Consensus Estimate.Comparable store sales climbed 5%, fueled by merchandising, supply chain gains and new stores.Management lifted 2025 sales, comps, EBIT margin and EPS guidance after a robust quarter.Burlington Stores, Inc. (BURL) reported second-quarter fiscal 2025 results, wherein revenues and earnings grew year over year and surpassed the Zacks Consensus Estimate.Burlington Stores achieved higher sales year over year in t ...
OceanBase CEO杨冰:零售下一轮竞争,本质是“数据底座能力”的竞争
搜狐财经· 2025-08-29 23:44
例如,某头部商超曾因库存数据未实时同步,在促销活动中卡顿几分钟损失百万级GMV。杨冰称,"我们意识到整个面向未来的数据底座以及常态化的各种 渠道流量洪峰和脉冲,它不但要稳,而且需要具备瞬间支持这样脉冲能力的弹性扩大能力。分布式数据库是一个非常好的能去处理自动伸缩场景的底座"。 北京商报讯(记者 刘四红)当海底捞的会员系统在七夕高峰时段,承载巨量用户并发,当泡泡玛特抽盒机应对百倍流量,仅需分钟级扩缩容,当粒上皇的 POS系统处理爆发的订单,存储成本却显著下降……这些零售场景的效率跃迁,背后都指向同一个核心变革:数据底座正在从"成本中心"转向"增长引擎"。 8月28日,在首届"2025零售数据底座创新大会"上,中国连锁经营协会行业创新部主任田芮丰指出,当前,零售行业已从粗放流量运营转向用户价值的深度 挖掘,AI贯穿"研、产、供、销、服"全链路。超九成企业认为生成式AI将提升生产力,但传统架构存在数据延迟、系统割裂、资源冗余等问题,难以支撑实 时决策与AI创新应用,推荐与响应难以满足"千人千面"需求。 "Data乘AI,这确实是这段时间非常热的词,也是OceanBase及各行各业在往前探索的方向,"会上,Ocean ...
OB Cloud两年服务200家零售企业,海底捞泡泡玛特等首选一体化架构
观察者网· 2025-08-29 13:15
公司业务进展 - OceanBase公有云服务OB Cloud已服务200余家头部零售客户 覆盖鞋服 餐饮 快消 商超 DTC新经济等全零售业态 [1] - OB Cloud被50余家独立软件开发商集成 包括伯俊 百胜 石基 数云 食亨 云徙等 [6] - 客户年增速达130% 全球化布局覆盖亚太 中东 亚洲 欧洲 美洲等50余个地域的170多个可用区 服务小米 携程 上汽大众 GCash PalmPay等海内外企业 [7] 行业需求与挑战 - 零售行业面临脉冲式流量冲击与AI变革双重考验 超90%企业认为生成式AI将提升生产力 [3] - 传统架构存在数据延迟 系统割裂 资源冗余等问题 难以支撑实时决策与AI创新应用 [3] - 行业亟需满足全时响应 全域覆盖 全端适配 全员协同的新一代技术底座 [3] 技术解决方案 - OB Cloud通过四大核心能力破解行业难题:TP和AP一体化实现交易与分析融合 多模一体化实现多源数据融合 向量融合查询加速AI应用落地 多云原生部署支持全球6大主流云平台 [4] - 原生分布式能力实现秒级扩容和无感缩容 扩缩容时间降低90% 可应对百倍流量 高并发场景连续性达99.999% [4] - 向量化技术和知识库AI数据服务使数据库能理解图片 视频 文本等非结构化数据 支持以图搜图购物体验和智能客服系统 [6] 客户案例成效 - 泡泡玛特抽盒机系统搭载OB Cloud后扩缩容时间降低90% 轻松应对百倍流量 [4] - 海底捞会员系统实现高并发压力化解 实时算力提升45% 支撑占企业总收入80%以上的会员生态 3年持续稳定运行 [4] - 海底捞进销存系统将库存响应从按天算压缩至按分钟算 实现事中干预和事前预测 [5] - 某跨境电商使用向量搜索和智能体平台搭建智能客服系统 开发多模态搜索能力提升用户体验和运营效率 [6] 行业趋势与定位 - 零售下一轮竞争本质是数据底座能力竞争 一体化云数据库正从成本中心转向增长引擎 [6][7] - OceanBase作为100%根自研分布式数据库 始创于2010年 2022年推出OB Cloud平台 [3] - 公司联合发布业内首份《零售一体化云数据库白皮书》 解析消费者服务 供应链管理 全渠道运营3大核心场景 收录12家头部企业案例 [7]