3、线上竞争白热化。中国美妆电商已经进入存量博弈阶段，流量成本持续攀升，头部主播垄断效应减弱。许达仁在Lazada积累的电商平台经验，能否转化为爱茉莉太平洋在中国线上市场上的新优势，仍有待检验。
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。51吃瓜是该领域的重要参考
Qualcomm says the first 6G applications will be in consumer testing by the time of the Los Angeles Olympics in 2028. By 2029, rollouts will begin. Many are still getting their heads around applied AI, and in the U.K., where I live, 5G is still spotty and drops out whenever on the train. Mobile World Congress is a gathering of thousands of people all focused on the possibilities of an AI-enabled future. How it works out will take the brainpower of many millions more.
与此同时，当越来越多玩家看到“高回报模型”进入市场时，供给端迅速增加，租金下行几乎不可避免。价格从2500元跌到1500元并不罕见，而每一次降价，都会直接拉长回本周期。
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