拼多多启动“新拼姆”；阿里国际海外落地企业级智能体丨出海周报

21世纪经济报道03-30

21世纪经济报道记者董静怡实习生朱丙淇　　行业一览　　德勤：2026年全球半导体销售额预计达9750亿美元，AI基建强力驱动　　德勤《2026全球半导体行业趋势报告》显示，受AI基础设施建设带动，2026年全球半导体销售额预计达9750亿美元，同比增长约26%，创历史新高；2025年增速 22%，2036年有望突破2万亿美元。其中2026年存储器收入预计2000亿美元，占行业总收入25%。　　跨境...

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Work，不仅具备“龙虾”的通用能力，还深耕生意经营、电商运营等垂直场景。相较于“龙虾”，AccioWork更进一步实现了无需部署，下载即可使用，目前已面向全球用户开放。　　阿里速卖通和奥地利邮政签署MOU，加强欧洲本地履约服务　　近日，阿里旗下跨境电商平台速卖通AliExpress与奥地利邮政公司签署谅解备忘录（MOU），建立深度战略合作伙伴关系，重点辐射中欧、东欧等关键市场。根据备忘录，双方将聚焦两大核心领域：一是加强本地化战略，共同建设本地仓储及物流解决方案，缩短配送链路；二是优化跨境包裹履约，加大自提柜等物流基础设施投入、强化旺季产能保障，提升消费者收货体验。　　SHEIN与DHL快递与签署\"绿色航燃\"协议　　3月24日，希音（SHEIN）与全球领先的物流企业DHL签署协议，将通过DHL的GoGreen Plus服务，进一步支持在其航空货运中使用可持续航空燃料；在国内，3月16日，随着多架加注了可持续航空燃料的航班从成都双流国际机场顺利起飞，标志着由希音等企业共同参与的中国首个可持续航空燃料全流程商业化示范项目“星火项目”正式启航。　　美客多2026年将在巴西实施史上最大投资570亿雷亚尔　　拉丁美洲电商巨头美客多于3月24日宣布，将在2026年向巴西市场投入570亿巴西雷亚尔，这是公司在该国迄今为止最大规模的投资计划，相较于2025年的340亿雷亚尔，投资额增长近50%。此次投资将主要聚焦三大方向：扩展物流基础设施（计划在2026年新增14个履约中心，使其在巴西的总数达到42个）、强化电商平台以及推进金融科技业务Mercado Pago。　　腾讯云与CGTrader战略合作，输出AI 3D创作引擎　　3月26日，腾讯云在MWC 2026与全球3D模型巨头CGTrader达成战略合作，腾讯HY 3D Global将集成至CGTrader的AI驱动3D创作流程，CGTrader成为首个在平台内提供专属AI创作工作流的3D模型市场，其全球用户超1200万。　　比亚迪进军加拿大，计划一年开设20家门店　　据报道，比亚迪正式启动加拿大实体零售布局，计划首年开设20家品牌经销商门店，优先落地多伦多、温哥华、蒙特利尔、卡尔加里四大都会区，首年进口配额上限49000辆。同期奇瑞也在搭建当地独立经销网络。　　小马智行落地欧洲首个商业化Robotaxi，登陆克罗地亚　　3月26日，小马智行联合Verne、Uber，在克罗地亚萨格勒布推出欧洲首个商业化Robotaxi服务。小马智行提供自动驾驶方案，Verne负责运营，Uber接入网约车网络，采用搭载第七代系统的北汽极狐阿尔法T5车型，已启动道路测试。　　吉利汽车登陆西班牙，三年推至少九款车型　　3月25日，吉利在马德里发布品牌，首批推出Starray EM-i、吉利E5两款新能源SUV，覆盖插混、纯电路线。未来三年计划在西班牙推出至少九款车型，2026年推出四款，完善全国销售服务网络，依托中欧研产体系推进本地化运营与全球布局。　　小米2025年营收4573亿元创新高，境外IoT突破　　3月24日，小米发布2025年财报，总营4573亿元（同比+25.0%），经调整净利润392亿元（同比+43.8%），均创历史新高。智能手机收入1864亿元，全球出货量前三；IoT业务收入1232亿元，境内外收入均创新高。智能手机在58个国家和地区出货量前三，拉美、东南亚市占率第二，欧洲、非洲第三。小米宣布2026年起五年研发投入加码至2000亿元，三年AI投入至少600亿元。　　泡泡玛特海外收入首破160亿，携手2026世界杯　　3月25日，泡泡玛特2025年财报显示，总营收371.2亿元（同比+184.7%），海外收入162.7亿元（同比+291.9%），占比43.8%；美洲、欧洲等市场高速增长，在德、丹、加、菲开设首店。同时宣布与国际足联2026世界杯达成全球合作，核心IP拉布布参与其中。　　安踏2025年营收破800亿，启动东南亚“千店计划”　　3月25日，安踏体育2025年总收入802.19亿元（同比+13.3%）。集团将东南亚作为全球化核心市场，启动东南亚千店计划，目标2028年前布局1000家零售网点；中东、非洲已进入阿联酋、沙特等国；印度与Brandman Retail合作，2026年开设门店；欧美进驻主流渠道并上线亚马逊电商。（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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