电商早报：微信上线转账组合支付；快手计划分拆可灵AI融资20亿美元

作者：亿邦动力文章来源：亿邦动力

2026-05-13 06:40

作者：亿邦动力文章来源：亿邦动力

2026-05-13 06:40

邦小白快读

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本次电商早报汇总了近期互联网、电商、科技领域的最新热点，核心干货信息如下：

1. 微信更新推出转账组合支付功能，解决了以往单支付方式余额不足需要提现、分次转账的麻烦，操作方法为在转账收银台打开选卡页，点击组合支付后选择两个支付渠道，自定义每个渠道的支付金额，系统自动补足差额，该功能目前仅限转账使用，正在逐步开放中。

2. 官方明确回应，微信永远不会开发已读功能和访客功能，此前小范围测试的微信状态浏览人数展示功能已经停止。

3. 多个科技领域新动态：宇树发布全球首款量产GD01载人变形机甲，390万元起售；智元机器人在香港发布具身智能产业共创计划；快手计划分拆可灵AI业务，以200亿美元估值融资20亿美元；DHL推出国际快递行业首创AI物品识别功能。

本次资讯涵盖多个品牌最新业务动态，对品牌商发展有参考价值的干货如下：

1. 潮玩头部品牌泡泡玛特开启跨界业务，在阿那亚首家直营甜品门店首次增设茶饮产品，未来还计划推出自营咖啡，体现了头部IP品牌依托自身流量优势，拓展线下多品类业务、挖掘IP增量价值的消费趋势，给多品牌运营提供了参考方向。

2. 意大利奢侈品牌阿玛尼按照创始人遗嘱，计划向欧莱雅、路威酩轩等三家集团合计出让15%股份，平均拆分股权完成传承，为奢侈品品牌家族传承、资本运作提供了经典案例。

3. 宏观层面，中美贸易连续两年下滑，特朗普访华有望给跨境品牌带来关税、清关、数据流通环节的政策确定性，做中美贸易的品牌可以提前关注政策变化。

本次资讯中卖家可获取的政策、机会、风险相关干货如下：

1. 宏观政策层面，2026年前四个月中美贸易额同比下降10.4%，已经连续两年下滑，不过美国总统特朗普将于5月访华，作为中美贸易连接核心渠道的跨境电商，有望在关税、数据流通、物流清关等环节获得政策确定性，跨境卖家可提前做好布局准备。

2. 流量增长机会：红果短剧面向所有短剧创作方推出厂牌入驻计划，覆盖成熟爆款厂牌和新手创作团队，不仅提供播前播中播后全周期运营指南，还提供每周千万级曝光资源扶持，设置多维度榜单和任务激励，短剧赛道卖家可以抓住这个流量机会入驻。

3. 微信支付体验优化，上线组合支付功能，微信生态内的个人卖家和企业卖家可以留意后续功能开放，该功能有望提升用户支付转化率。

本次资讯给工厂带来的商业机会和数字化启示干货如下：

1. 产品方向来看，高端智能硬件已经进入量产商业化阶段，宇树发布全球首款量产载人变形机甲GD01，定价390万元起售，有技术和产能优势的硬件工厂，可以提前布局相关细分赛道的供应链，抓住高端智能产品的发展机会。

2. 数字化升级启示：DHL推出AI物品识别功能，用计算机视觉自动生成符合海关要求的物品描述，简化了国际货运清关的复杂环节，做外贸出口的工厂可以尝试应用这类AI工具，提升清关效率，降低合规风险。

3. 合作机会方面，智元机器人联合香港各界推出具身智能产业共创计划，围绕产学研、创新创业等多方向布局，有智能机器人生产能力的工厂可以对接该计划，拓展新的业务增量。

本次资讯中服务商可获取的行业趋势、痛点解决方案干货如下：

1. 新技术落地趋势：AI技术正在多个垂直领域快速商业化落地，国际快递领域DHL首创AI物品识别功能，解决了国际货运物品描述不合规、流程复杂的痛点，用计算机视觉自动生成精准合规描述，大幅提升效率；大模型领域快手可灵AI视频生成大模型，年化收入已经达到5亿美元，比春节前翻倍，验证了大模型商业化的可行性，AI服务商可以参考该商业化路径。

2. 行业痛点与模式参考：短剧行业长期存在“剧火号不火”的痛点，红果短剧推出厂牌经营体系，帮创作者沉淀粉丝资产，实现从单次宣发到长效经营的升级，内容服务商可以参考该模式，为客户提供用户资产沉淀相关服务。

3. 行业整体来看，涂鸦智能一季度AI应用收入同比增长16.9%，说明AI云服务市场保持增长态势，行业发展整体向好。

本次资讯给平台商带来的运营、业务布局相关干货如下：

1. 用户体验优化参考：微信针对转账场景推出组合支付功能，解决了用户单支付渠道余额不足，需要提现分次转账的痛点，提升了支付转化率，各类做交易的平台都可以参考该功能逻辑，优化自身支付环节的用户体验。

2. 内容平台运营参考：针对短剧行业“剧火号不火”的普遍痛点，红果短剧推出厂牌经营模式，配套全周期运营指南和千万级流量激励，目前已经吸引上千家厂牌入驻，该模式可以帮助平台沉淀创作者和用户资产，实现长效增长，值得各类内容平台借鉴。

3. 新业务布局参考：快手计划分拆AI大模型业务独立融资，既可以引入外部资金支持AI业务发展，也能理顺内部业务架构，平台布局新的创新业务可以参考该模式。

4. 跨境业务平台可以提前关注特朗普访华带来的跨境政策变化，提前调整布局。

本次资讯涵盖多个领域的产业新动向与商业模式创新，可供研究参考的干货如下：

1. 移动支付领域：微信推出转账组合支付功能，补齐了以往转账只能单渠道支付的短板，是移动支付体验迭代的新动向，适合研究移动支付功能升级对用户交易行为影响的研究者参考。

2. AI产业领域：当前AI商业化落地加速，可灵AI视频大模型年化收入达5亿美元，半年内收入翻倍，计划分拆融资估值200亿美元，验证了大模型商业化跑通的新趋势；DHL将AI计算机视觉落地国际快递清关环节，涂鸦智能一季度AI应用收入同比增16.9%，多个案例都印证了AI产业落地的加速，值得产业研究者关注。

3. 内容产业领域：红果短剧推出厂牌经营模式，解决了行业长期“剧火号不火”的痛点，推动行业从单次宣发转向长效经营，是内容电商领域的商业模式创新，适合内容产业研究者研究。

4. 国际贸易领域，中美贸易连续两年下滑，特朗普访华有望带来跨境电商政策新变化，是跨境电商研究的新动向。

声明：快读内容全程由AI生成，请注意甄别信息。如您发现问题，请发送邮件至 run@ebrun.com 。

我是品牌商卖家工厂服务商平台商研究者帮我再读一遍。

Quick Summary

This edition of e-commerce morning roundup covers the latest trending stories from the internet, e-commerce and technology sectors. Key takeaways are as follows:

1. WeChat has rolled out a new combined payment feature for transfers, which eliminates the hassle of withdrawing funds or splitting transfers when a single payment method has insufficient balance. To use the feature, users access the card selection page on the transfer checkout, tap combined payment, select two payment channels, and customize the amount for each channel; the system will automatically cover the remaining balance. The feature is currently only available for transfers and is being rolled out gradually.

2. WeChat officially confirmed that it will never add read receipts or a profile visitor feature. The previously small-scale tested profile view count feature for WeChat Status has been discontinued.

3. Multiple new technology updates: Unitree Robotics released the world's first mass-produced human-carrying transforming mecha GD01, priced starting at 3.9 million yuan; Shanghai-based AI firm Zhiyuan Robotics launched its embodied intelligence industry co-creation program in Hong Kong; Kuaishou plans to spin off its Keling AI business to raise $2 billion at a $20 billion valuation; DHL has launched an industry-first AI-powered item recognition feature for international express delivery.

This update covers the latest business developments of multiple brands, with key insights for brand growth as follows:

1. Leading pop toy brand Pop Mart has expanded into a new cross-sector business: its first direct-operated dessert store in Aranya has added tea beverages for the first time, and the company plans to launch its own coffee line in the future. This trend reflects how leading IP brands leverage their existing traffic advantage to expand into offline multi-category operations and unlock incremental IP value, offering a reference for multi-brand management.

2. Following the founder's will, Italian luxury brand Armani plans to sell a combined 15% stake to three groups including L'Oréal and LVMH, splitting the holding evenly to complete business succession. This provides a classic case of family succession and capital operation for luxury brands.

3. On the macro level, China-U.S. trade has declined for two consecutive years. Trump's upcoming visit to China is expected to bring policy clarity on tariffs, customs clearance and data flow for cross-border brands. Brands engaged in China-U.S. trade should monitor upcoming policy changes closely.

Key insights on policy, opportunities and risks for sellers from this update are as follows:

1. On the macro policy front, China-U.S. trade volume fell 10.4% year-over-year in the first four months of 2026, marking a second consecutive year of decline. However, U.S. President Trump will visit China in May, and cross-border e-commerce, as a core channel connecting China and U.S. trade, is expected to gain policy clarity in tariffs, data flow, logistics and customs clearance. Cross-border sellers can prepare and make arrangements in advance.

2. Traffic growth opportunity: Hongguo Short Drama has launched a label incubation program for all short drama creators, covering both established hit-producing studios and new teams. The program offers full-cycle operation guidance from pre-production to post-launch, 10 million+ weekly exposure support, and multi-dimensional ranking and task incentives. Sellers in the short drama space can leverage this traffic opportunity to join the program.

3. WeChat has launched its combined payment feature to improve the payment experience. Individual and business sellers operating within the WeChat ecosystem can watch for the full rollout of this feature, which is expected to boost user payment conversion rates.

Key insights on business opportunities and digital enlightenment for manufacturers from this update are as follows:

1. In terms of product direction, high-end smart hardware has entered the mass commercialization phase. Unitree has released the world's first mass-produced human-carrying transforming mecha GD01, priced starting at 3.9 million yuan. Hardware factories with technology and production capacity advantages can lay out supply chains for this niche segment in advance to capture growth opportunities in high-end smart products.

2. Digital transformation enlightenment: DHL's new AI item recognition uses computer vision to automatically generate customs-compliant product descriptions, simplifying the complex customs clearance process for international freight. Export-focused factories can test this type of AI tool to improve customs clearance efficiency and reduce compliance risks.

3. Collaboration opportunity: Zhiyuan Robotics has launched an embodied intelligence co-creation program with stakeholders across Hong Kong, covering industry-university-research collaboration, innovation and entrepreneurship and other areas. Factories with smart robot production capabilities can connect with the program to unlock new incremental business.

Key insights on industry trends and pain point solutions for service providers from this update are as follows:

1. New technology commercialization trend: AI is achieving rapid commercial deployment across multiple vertical sectors. In international express delivery, DHL's industry-first AI item recognition solves the pain points of non-compliant product descriptions and complex processes in international freight, using computer vision to automatically generate accurate, compliant descriptions and significantly boost efficiency. For large models, Kuaishou's Keling AI video generation large model has reached an annualized revenue of $500 million, double the figure before this year's Spring Festival, validating the commercial viability of large model businesses. AI service providers can reference this commercialization path.

2. Industry pain points and model reference: The short drama industry has long struggled with the pain point of "hits don't translate to lasting creator following". Hongguo Short Drama's new label operation system helps creators accumulate owned fan assets, upgrading business models from one-off promotion to long-term operation. Content service providers can reference this model to add user asset accumulation services for their clients.

3. Across the industry, Tuya Smart's Q1 AI application revenue grew 16.9% year-over-year, indicating continued growth in the AI cloud service market and a positive overall industry outlook.

Key insights on operations and business layout for platform operators from this update are as follows:

1. User experience optimization reference: WeChat's combined payment feature for transfers solves the pain point of insufficient balance in a single payment channel that requires users to withdraw funds and split transfers, improving payment conversion. Any transaction-focused platform can reference this feature logic to optimize the user experience of their own checkout process.

2. Content platform operation reference: To address the common industry pain point of "hits don't translate to lasting creator following" in short dramas, Hongguo Short Drama launched a label operation model paired with full-cycle operation guidance and 10 million+ monthly traffic incentives, and has already attracted more than 1,000 labels to join. This model helps platforms accumulate creator and user assets for sustainable long-term growth, and is worth referencing for all types of content platforms.

3. New business layout reference: Kuaishou's plan to spin off its AI large model business for independent financing allows it to bring in external capital to support AI development while streamlining internal business structure. Platforms developing new innovative businesses can reference this model.

4. Cross-border platforms can monitor upcoming cross-border policy changes driven by Trump's visit to China and adjust their layouts in advance.

This update covers industry trends and business model innovations across multiple fields, with key insights for research as follows:

1. Mobile payment sector: WeChat's new combined transfer payment feature addresses the gap that previously limited transfers to a single payment channel, representing the latest iteration of mobile payment user experience. It is a useful case for researchers studying how mobile payment feature upgrades impact user transaction behavior.

2. AI industry: AI commercialization is accelerating today. Keling AI's video large model has reached $500 million in annualized revenue, doubling in six months, and plans to spin off for financing at a $20 billion valuation, confirming the new trend of commercially viable large model businesses. Multiple other cases—including DHL's deployment of AI computer vision in international express customs clearance and Tuya Smart's 16.9% year-over-year Q1 AI revenue growth—all confirm the accelerating pace of AI industry deployment, which deserves close attention from industry researchers.

3. Content industry: Hongguo Short Drama's label operation model solves the long-standing "hits don't translate to lasting following" pain point and pushes the industry to shift from one-off promotion to long-term operation, representing a business model innovation in content e-commerce. It is a valuable case for content industry researchers.

4. International trade: China-U.S. trade has declined for two consecutive years, and Trump's upcoming visit is expected to bring new policy changes for cross-border e-commerce, representing a new development in cross-border e-commerce research.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

第1条消息：微信迎来“转账组合支付”更新，腾讯客服回应

微信近期在iOS和安卓双端迎来更新，其中出现了一项新功能“组合支付”。一直以来，用户在微信中进行转账或支付时，只能在零钱、零钱通和银行卡等支付方式中“单选”，账户余额不足时要么提现凑齐，要么分次转账。如今借助“组合支付”功能，用户可以同时勾选零钱、零钱通、多张银行卡等多个支付渠道，并自由设定每个渠道的具体扣款金额。腾讯客服称，用户在转账收银台打开选卡页后，点击组合支付，即可选择两个支付方式进行组合，并自定义每个方式的支付金额，系统会自动计算补足差额。目前该功能仅限转账收银台使用，并正在逐步开放中，如用户界面暂无此选项，可后续留意更新。

第2条消息：泡泡玛特开始卖茶饮，首店落户阿那亚

据媒体报道，泡泡玛特旗下甜品品牌POPBAKERY首家直营门店即将落地于秦皇岛阿那亚。与以往不同的是，该门店首次增设了茶饮产品。未来，泡泡玛特或将进一步推出自营茶饮与咖啡产品。秦皇岛阿那亚官方客服表示，“泡泡玛特阿那亚门店已经搭设围挡，一直都在陆续的装修过程中，但正式开业时间还没给到具体的通知。”对此消息，泡泡玛特官方暂无回应。

第3条消息：DHL快递推出AI物品识别功能

DHL快递推出了AI物品识别功能，这是国际快递行业的一项首创。该创新功能运用先进的计算机视觉技术，对客户上传的物品照片进行分析后，能即时生成精确且符合海关规定的物品描述，从而将国际货运中最为复杂的环节之一化繁为简。

第4条消息：2026年前4月中美贸易额同比下降10.4%连续两年下滑

2026年1至4月，中美双边贸易额达到1792.02亿美元，同比下降10.4%。其中，中国对美国出口1334.42亿美元，下降10.2%；自美国进口457.6亿美元，下降10.9%。仅4月份，双边贸易额为504.54亿美元，其中中国出口367.6亿美元，进口136.94亿美元。此前，2025年全年中美贸易额已同比下降18.7%，总额为5597.47亿美元，显示下行趋势仍在延续。

第5条消息：美国总统特朗普将于5月13日至15日访华跨境电商迎政策新信号

外交部发言人宣布，美国总统特朗普将于2026年5月13日至15日对中国进行国事访问。作为中美市场的重要连接渠道，跨境电商有望从此次高层对话中获得在数据流通、关税政策及物流清关等关键环节的更多确定性。

第6条消息：快手计划分拆可灵AI，融资20亿美元

快手计划分拆旗下视频生成大模型业务可灵AI，以200亿美元估值融资。据悉，可灵当前的年化收入（ARR）已经达到5亿美元，已比春节前翻倍。这一轮可灵计划融资20亿美元，正与腾讯等投资方商谈，目前交易尚未close。

第7条消息：每周千万曝光资源扶持！红果短剧发力“厂牌经营”

近日，红果短剧推出“厂牌经营”邀请，面向短剧创作方推出厂牌入驻及配套运营激励体系，覆盖成熟爆款厂牌与起步创作团队。通过厂牌账号体系帮助创作者沉淀粉丝资产，打破“剧火号不火”的行业困境，推动用户从单纯的追剧向认牌消费转变，实现从单次宣发到长效经营的模式升级。目前已有上千家厂牌入驻红果。

在具体运营支持上，平台提供了覆盖播前、播中、播后的全周期运营指南，播前支持剧开机或上架前30天提交预约申请、释放预热物料并同步更新厂牌动态；播中则引导创作者发布高光片段、幕后花絮等衍生内容并与用户互动；播后可通过老剧翻热、引导剧粉关注厂牌账号、同步后续新作信息实现流量的高效承接与资产留存。

在激励政策层面，红果短剧围绕预约蓄水、推剧发文、榜单成长三大方向开启厂牌激励活动，设立厂牌综合实力榜、剧宣发文榜、剧宣转化榜等榜单激励。同时推出新手发文、深度进阶、预约提报、推剧宣发等任务激励，完成对应任务的创作者可获得平台开屏、首页banner、剧评置顶、站内信推送等资源曝光，每周可获得千万级流量加持。

第8条消息：腾讯张军：微信“访客功能”已焊死，不会开发，不会提供

5月12日，腾讯公司公关总监张军在微博发文称，“小范围测试浏览人数的功能(不具体到个体)，被误解了。但这是我们的责任。已读功能和访客功能，我没记错的话，大家其实反复多次都表明，千万不要有。这里，再次特别强调一下：此二项功能已焊死，不会开发，不会提供。至于此次小范围测试的微信状态浏览人数展示功能，也已停止。”

第9条消息：阿玛尼拟向欧莱雅、LV等三家集团出让15%股份

意大利时尚品牌乔治・阿玛尼拟向欧莱雅、路威酩轩及依视路陆逊梯卡三家集团合计出让15%公司股份。据悉，此举旨在履行创始人遗嘱，将股权均分为三份引入生前选定的收购方。据介绍，阿玛尼首席执行官朱塞佩・马尔索奇正着手制定商业计划，并拟聘请两名顾问全程监督此次股份出售事宜。后续顾问将向潜在投资方递交该五年商业规划，且在正式启动出售流程前，集团计划将这15%股权平均拆分为三份。根据创始人遗嘱要求，需在其离世后12至18个月内完成股权出售。

第10条消息：涂鸦智能：一季度营收8090万美元，同比增长约8.3%

日前，全球AI云平台服务提供商涂鸦智能公布了2026年Q1财报。财报显示，2026年第一季度总营收达8090万美元，同比增长约8.3%。其中，PaaS收入约5900万美元，同比增长9.8%；AI应用及其他收入约1160万美元，同比增长16.9%；智能家居及机器人收入达到1020万美元。

第11条消息：宇树发布GD01载人变形机甲，390万元起售

5月12日，据宇树科技官方微博消息，宇树发布全球首款量产版载人机甲——GD01载人变形机甲，390万元起。据介绍，该款载人机甲还可以变形，载人后体重约500kg。

第12条消息：智元机器人发布“香港具身智能产业共创计划”

在首届香港具身智能产业峰会暨智元APC2026（香港）现场，智元机器人联合香港政府、产业、学术、科研及金融界代表，正式发布“香港具身智能产业共创计划”。该计划围绕应用场景、创新创业、产学研合作、人才培养及国际合作五大方向，推动香港具身智能产业未来五年实现“个、十、百、千、万”目标：成立数个产研联合实验室、培育数十家具身智能创新企业、发展数百家产业伙伴，带动产业链、应用场景和创新力量协同发展，加速具身智能与真实商业需求结合，推动中国具身智能产业走向全球。

今天的早报就是这些，更多电商知识内容，敬请关注亿邦音频资讯。

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微信新上线的“组合支付”功能是什么？

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2026年1至4月，中美双边贸易额为1792.02亿美元，同比下降10.4%。其中，中国对美出口1334.42亿美元，下降10.2%；自美进口457.6亿美元，下降10.9%，延续了2025年以来的下滑趋势。

标签:: 电商早报

Wildberries向卖家推出后台AI助手旨在大幅简化分析流程

俄罗斯电商平台Wildberries日前宣布，已面向所有俄罗斯卖家正式推出基于人工智能的分析助手“Помощник（助手）”，进一步推动AI技术在卖家运营与商业分析场景中的落地应用。

俄罗斯平台珠宝鞋

2026-05-13 00:07:30