努比亚曝光二代“豆包手机”外观；23家首店将入驻北京副中心宋庄首开LONG街｜未来商业早参

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｜2026年7月17日星期五｜　　NO.1努比亚曝光二代“豆包手机”外观　　7月16日，中兴旗下努比亚官方微博发布努比亚Navi X Ultra（二代豆包手机）整机宣传海报，曝光新机四款机身配色，海报底部标注了完整的端侧AI备案编号。该机定位为“全球首款AI（人工智能）智能体手机”，主打“听得懂、能干活、记得住、高安全”的核心能力。　　点评：努比亚Navi X Ultra正式曝光，以四款配色和独立...

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Commercial Morning Ginseng","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"600376":1.85,"01211":1.84,"HYDD.SI":0.6,"FDRV":0.6,"UBEW":0.6,"BYDDY":1.84,"UBRL":0.6,"JD":1.9,"UBER":1.92,"IYT":0.6,"SMOG":0.6,"TPOR":0.6,"KJD":0.6,"09618":1.9,"002594":1.84},"content_text":"｜2026年7月17日星期五｜　　NO.1努比亚曝光二代“豆包手机”外观　　7月16日，中兴旗下努比亚官方微博发布努比亚Navi X Ultra（二代豆包手机）整机宣传海报，曝光新机四款机身配色，海报底部标注了完整的端侧AI备案编号。该机定位为“全球首款AI（人工智能）智能体手机”，主打“听得懂、能干活、记得住、高安全”的核心能力。　　点评：努比亚Navi X Ultra正式曝光，以四款配色和独立橙色AI按键强化“全球首款AI智能体手机”的视觉标识，该机也成为首个搭载备案大模型的终端产品。当前荣耀、阶跃星辰等纷纷布局智能体手机，赛道已从技术预览进入量产竞速阶段。NaviX Ultra的量产体验与生态适配能否支撑其“替你办事”的产品主张，将决定其在这场竞赛中的真实站位。　　NO.2京东推出京麦AI经营中心　　7月16日，据京东黑板报消息，京东日前宣布正式推出京麦AI经营中心，并向商家全量开放22款核心AI工具。相关负责人表示，京麦AI经营中心是京东专为商家打造的一站式AI经营聚合平台。目前，该中心首期功能已全面上线。　　点评：当前电商竞争已从价格战转向效率战，阿里、抖音等平台同步加码AI商家服务。京东此举意在将AI从辅助工具升级为商家经营的基础设施，争夺下一代电商的定义权。工具的实际赋能效果与商家采纳率，将是检验其竞争力的核心尺度。　　NO.3Uber与德国外卖公司Delivery Hero达成业务合并协议　　当地时间7月16日，Uber宣布与德国外卖公司Delivery Hero达成业务合并协议，将出行与配送平台业务扩展至总计99个市场。Uber将向Delivery Hero股东提供每股41.50欧元现金对价，对应的股权价值为148亿美元，若扣除Uber此前持有的股份，调整后价值为137亿美元。Delivery Hero另外同投资公司SSW Partners达成协议，将以约16亿美元的对价出售其在14个市场的业务，特别是与Uber Eats业务重叠的市场。　　点评：Uber与Delivery Hero达成业务合并协议，Delivery Hero另以16亿美元将14个市场业务售予SSW Partners，规模效应能否有效转化为运营效率提升，将决定这场超级合并的最终价值。　　NO.4 极佳视界发布具身世界动作模型GigaWorld-Policy-0.5　　7月16日，世界模型企业极佳视界联合清华大学正式发布具身世界动作模型GigaWorld-Policy-0.5，技术报告、模型、代码同步全面开源。GigaWorld-Policy-0.5是基于AutoResearch自动训练优化的世界动作模型，效果更强，速度更快，比上一代提速3倍。　　点评：当前具身智能正从VLA（视觉—语言—动作模型）与WAM（世界动作模型）的技术路线之争走向融合，原力灵机等初创企业也在同步卡位。极佳视界以开源策略降低开发者门槛，但模型在真实场景中的泛化能力与规模化落地效率，将是决定其能否从技术领先转化为商业优势的关键变量。　　NO.5 23家首店将入驻北京副中心宋庄首开LONG街　　7月16日，据北京城市副中心公众号消息，宋庄首开LONG街工程已完成全部主体工程建设，招商率接近80%，近百家品牌敲定入驻，其中包含12家北京首店、11家通州首店。据了解，宋庄首开LONG街是首开集团LONG街系列二号作品——继回龙观首开LONG街之后第二个LONG产品线项目，项目预计今年9月面向市民开放。据宋庄首开LONG街项目负责人朱啸晨介绍，项目采用“50%区域首店+20%主力标杆+10%小众设计师品牌+10%艺术定制业态+10%生活配套”的配比，让艺术真正落地日常消费场景。　　点评：宋庄首开LONG街完成主体工程，招商率近80%，签约23家首店。项目以“50%区域首店”的差异化配比扎根宋庄艺术生态，试图在标准化商业中开辟“艺术+微度假”的非标路径。在2026年北京商业地产存量竞争加剧、下半年非核心商圈迎44万平方米新增供应的背景下，项目正式开业后的客流转化与长效运营能力，才是决定其能否从“年度期待地标”兑现为持久商业价值的关键。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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, 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