当地时间周二公开的法庭文件及邮件证据显示，早在2016年，马斯克就曾建议OpenAI联合创始人萨姆· 奥特曼选择微软而非亚马逊作为云计算合作伙伴。 马斯克在邮件中直言，他认为亚马逊CEO杰夫·贝佐斯"有点自作聪明"，而对微软CEO萨蒂亚·纳德拉印 象较好，不过他也表达了对微软市场部门的不满。奥特曼在回复中表示，亚马逊在合作条款上"耍我 们"，尤其在营销承诺方面，并指出其产品在技术上本来就不怎么样。 周二同时公开的纳德拉证词，揭示了2023年底奥特曼突遭解雇后，整个科技行业围绕OpenAI核心人才 展开激烈争夺，而纳德拉当时的核心目标之一，正是"确保他们不会另起炉灶，成立一家新的竞争性AI 实验室"。 纳德拉透露，谷歌联合创始人谢尔盖·布林曾直接联系OpenAI联合创始人格雷格·布罗克曼。他表 示："奥特曼和布罗克曼几乎接到了所有人的电话，包括谷歌CEO桑达尔·皮查伊、Meta CEO马克·扎克 伯格，甚至在某些情况下还有埃隆·马斯克。" 根据会上宣读的短信记录，时任OpenAI首席技术官米拉·穆拉蒂在奥特曼被解雇后写道："纳德拉说他正 在安抚山姆，希望他不要做出高度竞争性的举动"，例如创办新的AI公司。实际上 ...

二、主要子公司表现 广汽丰田：唯一正增长，累计产销分别增长2.76%和2.44% 广汽传祺：12月产销分别暴跌59.69%和58.19%，表现最弱 广汽集团2025年12月产销快报要点解读 一、整体产销数据 12月产量16.53万辆，同比下降20.23%；销量18.75万辆，同比下降33.82% 2025年累计产量174.44万辆，同比下降8.98%；累计销量172.15万辆，同比下降14.06% 广汽本田：累计销量下降25.22% 三、细分市场 新能源汽车：累计销量43.36万辆，同比下降4.64% SUV：累计销量95.56万辆，同比下降5.79%，相对抗跌风险提示及免责条款市场有风险，投资需谨慎。 本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中 的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 广汽埃安：12月销量4.21万辆，同比下降37.74% ...

安孚科技：高管增持计划公告要点解读一、增持主体及现有持股情况 增持人员：董事兼常务副总经理刘荣海、副总经理梁红颖、副总经理王晓飞 现有持股：刘荣海持股39.84万股（占比0.1545%）、梁红颖持股11.55万股（占比0.0448%）、王晓飞持 股6.59万股（占比0.0256%） 历史增持：三人在公告前12个月内均已完成过增持计划二、增持计划核心要点 增持金额：合计1,190万元至1,340万元（刘荣海750-800万元、梁红颖260-310万元、王晓飞180-230万 元） 增持方式：集中竞价交易，不设价格区间 实施期限：2026年1月8日至2026年7月7日（6个月） 资金来源：自有资金三、相关承诺 三位高管承诺增持期间及法定期限内不减持公司股份，且一年内不减持本次增持股份。风险提示及免责 条款市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务 状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 ...

Group 1 - The Venezuelan stock market experienced a significant surge, with the IBC index rising from approximately 2000 points to nearly 3900 points, marking an increase of over 50% in a single day [1] - Following the U.S. airstrike on Venezuela and the subsequent declaration of a national emergency, the stock market saw a notable acceleration in growth, with a 74% increase after President Maduro was taken out of the country [1] - Investor interest in Venezuelan assets has notably increased, particularly in sectors such as oil, infrastructure, and financial services, driven by expectations of economic and political shifts [1] Group 2 - The Caracas Stock Exchange, established in 1947, is the smallest stock exchange in South America, with only about 15 companies listed and an average daily trading volume of less than 1 million USD [3] - The ownership of stocks on this exchange is primarily held by local banks, financial institutions, and a few high-net-worth investors, resulting in low market liquidity and potential for amplified price volatility [3] Group 3 - The focus on oil assets has intensified, with expectations that opening Venezuela's vast oil reserves to international energy companies could attract significant capital inflow and enhance global oil supply [4] - The Trump administration's plan to revitalize Venezuela's oil industry involves an estimated investment of around 10 billion USD annually over the next decade, with total costs potentially exceeding 100 billion USD [4] - There is a growing market expectation for regime change and debt restructuring in Venezuela, leading to a substantial increase in the prices of sovereign bonds and bonds from the state oil company PDVSA [4] Group 4 - President Trump announced that the interim Venezuelan government will transfer 30 to 50 million barrels of oil to the U.S., with proceeds from the sale intended to benefit both Venezuelan and American citizens [5] - The announced oil volume corresponds to a production level significantly lower than historical averages, reflecting the impact of U.S. sanctions prior to the partial blockade [5]

作者 | 周智宇 编辑 | 张晓玲 借着CES的舞台，中国车企正在重新定义未来。 相比往年的CES（国际消费电子展），今年参展的中国车企与供应链企业少了一份初来乍到的喧嚣，多 了一份务实。如果说两年前，中国汽车产业还在试图通过电池成本和供应链效率向全球证明"性价比"； 那么在本届展会上，核心议题已经彻底切换。 从现场释放的信号来看，单纯的硬件堆砌已触及边际效应递减的临界点。 当屏幕数量和百公里加速不再能刺激资本市场的神经，中国车企开始集体向产业链的最顶端——AI大 模型与高阶智驾架构，发起冲锋。此次CES上，吉利发布的"全域AI 2.0"体系、长城汽车带去智能、动 力，加上供应链企业在芯片与传感器上的性能突围，共同构成了本届CES的中国叙事。 这些来自中国的核心玩家，正通过高阶智驾与AI大模型构建新的技术护城河。这也会是汽车产业重构 的过程中，中国玩家从制造输出到标准输出的惊险一跃。 在拉斯维加斯，一场关于汽车产业价值分配权的争夺战已然悄然打响。当硬件同质化成为行业共识，中 国车企开始在"软实力"上进行饱和式投入。这不仅是产品层面的军备竞赛，更是供应链整合能力与全球 化战略的一次深度重构。 技术亮剑 CES上 ...

岁末年初的金融市场，两件看似无关的事件，勾勒出郑州银行的战略迁徙轨迹： 一边是西棠项目的11亿元房地产贷款迎来胜诉，但面对早已深陷失信名单的被告，债权大概率沦为"纸 面财富"，郑州银行也坦言"早已计提损失"； 另一边是旗下的浚县、鄢陵两家村镇银行相继完成"村改支"，县域布局进一步走向深化。 在退与进之间，这家扎根中原的城商行，似乎正加速从地产依赖的泥沼中抽身，向县域这片抗周期能力 更强的新蓝海，寻找增长动能。 地产旧账 2025年最后一天，郑州中院对郑州银行与金威实业11亿元金融借款案的一审判决，给这场持续数年的纠 纷画上了句号。 依照判决，被告金威实业需在十日内（截至2026年1月10日）偿付本息11亿元，被告河南中光城市运营 管理、永威置业、崔红旗、李伟、李玲玲等对此承担连带清偿责任。 但工商信息显示，金威实业实缴资本为零，曾经的核心资产西棠项目已通过保交楼处置殆尽，无任何可 执行财产，而担保方崔红旗、李伟早已深陷失信名单。 只是拿到了胜诉判决的郑州银行，仍极有可能面临"执行无门"的尴尬。 西棠项目的悲剧，正是郑州银行地产不良的切片之一。 2020年，彼时的郑州房地产市场尚有余温，拥有锅炉厂旧址土地资源的 ...

根据公司声明，Meta将暂停原定于今年年初在英国、法国、意大利和加拿大推出该产品的计划。公司 表示，目前的库存水平难以支撑国际市场的同步拓展，短期内将集中资源优先满足美国订单，并重新评 估国际市场的供货时间表。 Meta Platforms周二宣布，由于美国本土市场需求出现"前所未有"的爆发，加之库存受限，公司决定推 迟其Ray-Ban Display智能眼镜的全球扩张计划。这一战略调整凸显了该款AI硬件产品超出预期的市场热 度，同时也暴露了供应链面临的产能瓶颈。 这款引发市场追捧的产品是Meta首款面向消费者的AI眼镜。CEO Mark Zuckerberg在去年9月正式揭晓了 这款售价799美元的Ray-Ban Display智能眼镜。 作为一款集成了神经技术的可穿戴设备，该眼镜通过腕带进行控制，允许用户观看视频或回复信息，被 视为Meta在增强现实与人工智能融合领域的重要布局。这种无需手持的交互方式和AI功能的结合，显 然在消费市场引发了强烈共鸣，从而导致了目前的供应短缺。 合作伙伴受益与行业竞争加剧 Meta自2019年起便与Ray-Ban制造商EssilorLuxottica展开合作研发智能眼镜，并 ...

Core Viewpoint - Citigroup warns of a "severe supply shortage" in the global storage chip market by 2026, driven by the surge in AI-related memory demand, leading to significant price increases for DRAM and NAND chips [1][2]. Price Projections - Citigroup has revised its 2026 average selling price (ASP) forecast for DRAM from a 53% increase to an 88% increase, while NAND's forecast has been adjusted from 44% to 74% [1][2]. - Specifically, the ASP for server DRAM is expected to skyrocket by 144% year-on-year, with the price of a 64GB DDR5 RDIMM projected to reach $620 in Q1 2026, a 38% increase from previous estimates [2]. Market Dynamics - The report indicates that the pricing power has shifted entirely to sellers, with a structural data growth driving the anticipated supply shortage rather than temporary supply chain disruptions [2]. - Citigroup emphasizes that the market will enter a highly seller-dominated environment, with major players like Samsung gaining significant pricing power [4]. Company Impact - Citigroup has significantly upgraded its profit outlook for Samsung Electronics, predicting an operating profit of 155 trillion KRW in 2026, a 253% increase year-on-year, up from a previous estimate of 115 trillion KRW [4]. - The favorable pricing environment for DRAM and NAND is expected to enhance Samsung's profitability, leading to an increase in its target price from 170,000 KRW to 200,000 KRW [4]. Comparative Analysis - Nomura Securities previously projected a "super cycle" in the storage market, estimating a 98% growth in market size to $445 billion by 2026, but their price increase forecasts are significantly lower than Citigroup's [5]. - Nomura anticipates a 46% increase in DRAM prices and a 65% increase in NAND prices, highlighting a fundamental difference in demand understanding compared to Citigroup's more aggressive forecasts [5]. Supply Constraints - The shortage of cleanroom availability is identified as a long-term bottleneck for supply expansion, limiting the ability of manufacturers to respond quickly to the anticipated demand surge [8]. - Even if manufacturers decide to expand production, significant supply-side growth is expected to be constrained until mid-2027 due to cleanroom shortages and technological transitions that may reduce wafer capacity [8].

Core Viewpoint - Xiaomi is focusing on increasing the average selling price of smartphones as a primary operational goal for 2026, while significantly boosting investments in artificial intelligence to transform its entire business line and setting an annual delivery target of 550,000 electric vehicles [1][2]. Group 1: Smartphone Business - Xiaomi's strategy to counter the rising costs of storage chips involves increasing the average selling price (ASP) of smartphones, with a clear focus on high-end models [3][4]. - The upcoming Xiaomi 17 Ultra will be priced 500-700 RMB higher than the Xiaomi 15 Ultra, reflecting this strategy [3]. - The company aims to increase its market share in China by 1 percentage point annually, emphasizing the strategic importance of the Chinese market for its high-end strategy [4]. Group 2: AIoT Business - The AIoT segment is positioned as a profit stabilizer for Xiaomi, with expectations of approximately 20% year-on-year revenue growth in 2025 and a margin expansion of 2-2.5 percentage points [5]. - Xiaomi plans to increase the number of its retail stores from about 500 in 2025 to over 1,000 in 2026, while expanding product categories and exploring partnerships with cross-border e-commerce platforms [5]. - Currently, overseas AIoT revenue accounts for about 30%, with overseas smartphone revenue at 60%, indicating potential for future growth in AIoT [5]. Group 3: Electric Vehicle Business - Xiaomi has raised its delivery target for electric vehicles to 550,000 units for 2026, significantly up from the previous target of 410,000 units for 2025 [6][7]. - The growth is driven by increased manufacturing capacity and consumer confidence in new models, including the SU7 facelift and a third model set for release in the second half of 2026 [6]. - The company aims for a healthy gross margin of over 20% in the electric vehicle segment, although margins may be lower in 2026 due to tax incentives and changes in product mix [6][7]. Group 4: R&D Investments - Xiaomi plans to invest 200 billion RMB in R&D from 2026 to 2030, focusing on AI, autonomous driving, and chip development [8][9]. - AI investments are expected to account for 25% of the 320-330 billion RMB R&D budget in 2025, with a commitment to maintaining reasonable levels of investment [9]. - The company has a strong focus on developing its own chips, with significant investments already made in the XRING O1 chip, which is expected to enhance its capabilities in the electric vehicle sector [11].

1月7日，外交部发言人毛宁主持例行记者会。 英国《金融时报》记者提问，美国总统特朗普表示，美国将从委内瑞拉获得5000万桶此前受制裁的石 油，这些石油将由美国代表委内瑞拉进行销售。其中部分原油原本是可能会被直接售予中国的。中方对 此有何评论？ 毛宁表示，委内瑞拉是主权国家，对本国的自然资源和一切经济活动拥有充分的永久主权。美国悍然对 委内瑞拉动武，并要求委内瑞拉处置自身石油资源时"美国优先"，是典型的霸凌行径，严重违反国际 法，严重侵犯委内瑞拉主权，严重损害委内瑞拉人民的权利。中方对此强烈谴责。 "我要强调的是，中国和其他国家在委内瑞拉的合法权益必须得到保护。"毛宁说。 本文来源：上观新闻 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 毛宁表示，委内瑞拉是一个主权国家，对本国自然资源和经济活动拥有充分的永久主权。美国的有关要 求违反国际法，侵犯委内瑞拉的主权，损害委内瑞拉人民的权利。中国和委内瑞拉之间的合作是两个主 权国家的合作受到国际法和有关法律的保护，中 ...