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“全球科技春晚”上演AI终端大战
Hua Er Jie Jian Wen· 2026-01-06 01:16
Core Insights - The focus of the global AI competition is shifting from model parameters to real-world applications, as highlighted by the upcoming CES 2026, which will showcase AI's integration into hardware products [2][3] - CES 2026 is expected to demonstrate how AI is moving from virtual tools to physical applications, impacting various sectors including manufacturing, transportation, and healthcare [4][5] Industry Trends - Robotics will be a central theme at CES 2026, with over 4,000 companies participating, particularly from China and the U.S. [4] - The past year has seen significant advancements in robotics, including the mass production of humanoid robots and emotional companion robots, indicating a shift from screen-based operations to robotic applications [4][5] - Notable Chinese companies like Yushun Technology and Star Motion will showcase their humanoid robots, emphasizing the commercialization of AI technology [5][6] Product Innovations - Yushun Technology will present its Unitree H1 humanoid robot, which has gained significant attention since its launch [5] - Other companies, such as MOVA and Stone Technology, will unveil new products, including advanced cleaning robots and multi-functional devices capable of performing complex tasks [6][7] - The CES will feature a dedicated exhibition area for embodied intelligent robots, showcasing their practical applications in various industries [5][6] AI Hardware Developments - The exploration of the best carriers for AI large models continues, with smart glasses emerging as a popular category at CES 2026 [7][9] - Companies like TCL and Lenovo will present their latest AI-driven consumer electronics, including advanced TVs and PCs, indicating a trend of integrating AI into traditional product categories [12][13] - Major chip manufacturers like NVIDIA, Intel, and AMD will compete at CES, highlighting the critical role of chips in the AI hardware landscape [13][14] Conclusion - CES 2026 will not provide a definitive answer regarding the ultimate AI device but will clearly illustrate the trend of AI transitioning from abstract capabilities to concrete products for everyday use [14][15]
2008年来第一次!德银PB重回1以上,2020年最低点曾跌至0.19
Hua Er Jie Jian Wen· 2026-01-06 00:38
Core Viewpoint - Deutsche Bank's stock price has surpassed its book value for the first time since the 2008 global financial crisis, marking a significant milestone in the bank's transformation after years of legal setbacks, asset write-downs, and restructuring [1][4]. Group 1: Stock Performance and Valuation - On January 5, Deutsche Bank's stock reached €33.95, exceeding its reported book value of €33.66 per share, closing at €33.81, indicating a critical turning point [1]. - The price-to-book ratio, a key indicator of bank valuation, reflects investor confidence in the bank's asset quality and growth prospects, which had been trading below book value since early 2008 due to market concerns [4]. - The stock price had previously plummeted to below €5 in March 2020, with a price-to-book ratio of only 0.19, highlighting the significant recovery [4]. Group 2: Strategic Adjustments and Profit Recovery - Deutsche Bank's recovery is attributed to strategic adjustments, including exiting non-core businesses and focusing on competitive areas, resulting in the highest profit levels since 2007 for the first nine months of the previous year [5]. - The German government's debt-financed investment plans are expected to benefit Deutsche Bank's investment banking division, enhancing its role as a sovereign bond issuer and corporate restructuring advisor [5]. - Rising corporate credit demand is anticipated to boost the bank's loan business profitability [5]. Group 3: Investor Sentiment and Market Challenges - Despite significant progress, investor sentiment remains cautious, with some analysts suggesting that the recent stock price increase merely reflects a return to average profitability from minimal earnings [7]. - Concerns persist regarding Deutsche Bank's ability to achieve profitability levels comparable to peers like BBVA or Santander due to its capital-consuming investment banking division [7]. - The bank's long-term total return over the past decade has lagged behind the Stoxx 600 bank index and competitors such as UniCredit and BNP Paribas, with its performance overshadowed by domestic rival Commerzbank [7]. Group 4: Operational Integration and Business Challenges - Deutsche Bank continues to face integration challenges, particularly with Postbank, which has previously hindered its retail business, although branch closures and layoffs have improved profitability [8]. - The asset management division, DWS, has attracted significant inflows into low-margin passive products like ETFs but faces pressure in the alternative investment sector [8].
“世纪审判”首次听证会:马杜罗“我无罪、我是个正直的人”,法官“92岁高龄”,“36年前有先例”
Hua Er Jie Jian Wen· 2026-01-06 00:29
据央视新闻最新报道,当地时间1月5日,遭美国强行控制的委内瑞拉总统马杜罗及其妻子西利娅·弗洛雷斯(Cilia Flores),在纽约 南区联邦地区法院首次出庭接受庭审。庭审过程中,马杜罗拒绝了美方所有指控,并表示"我无罪"。 身着橙色囚服的马杜罗在庭审现场情绪激动地表示,自1月3日以来一直处于"被绑架"状态。他说道:"我是无罪的,我是个正直的 人,我是国家的总统。" 马杜罗的妻子对美方指控同样表示无罪。她的代理律师告诉法庭,弗洛雷斯在美军突袭时受了伤,需要接受治疗。 这是自二人被美方强行控制并转运至美国后的首次公开露面,法官已定于3月17日再次举行听证会。当下,马杜罗被美方指控犯 有"毒品恐怖主义阴谋罪、可卡因走私阴谋罪、持有机枪及破坏性装置罪,以及针对美国的持有机枪及破坏性装置阴谋罪"。检方指 控马杜罗领导了一个贩毒组织,向美国输送了数千吨可卡因,并利用腐败敛财。 图:央视新闻视频截图 庭审现场:激辩与指控 据央视新闻,美东时间5日8时许,马杜罗及其夫人被全副武装的警卫从纽约布鲁克林一处拘留中心带出,随后经直升机等转运,抵 达纽约南区联邦地区法院。法院公告显示,庭审由法官阿尔文·赫勒斯坦(Alvin Hel ...
特朗普下一个目标?丹麦首相:美国若“强取”格陵兰岛,意味着北约的终结
Hua Er Jie Jian Wen· 2026-01-06 00:29
美国总统特朗普对格陵兰岛的扩张野心正将跨大西洋联盟推向危机边缘。丹麦首相弗雷泽里克森警告 称,若美国对这个丹麦领土采取军事行动,将导致北约终结,并摧毁二战以来建立的安全体系。 弗雷泽里克森在声明中指出:"丹麦王国(包括格陵兰岛)是北约成员国,因此受到该联盟安全保障的 保护。目前,丹麦王国与美国之间已经达成一项防务协议,该协议使美国能够广泛使用格陵兰岛。"她 呼吁美国停止对这一历史上的亲密盟友以及另一个国家和另一民族的威胁行为。 弗雷泽里克森对媒体表示,她"不是一个紧张的人,也不天真,所以我现在正在关注地图上的所有动 向",并补充说她相信特朗普"是认真的"。她表示此前曾与特朗普通话,但拒绝透露具体时间。 前特朗普顾问推文引发争议 在特朗普此次表态前,前特朗普顾问、白宫办公厅副主任米勒的妻子凯蒂·米勒3日晚在社交媒体发布了 一张涂成美国国旗颜色的格陵兰岛地图,配文"SOON"(很快),暗示美国将"拿下"格陵兰岛。 据环球时报,继美军空袭委内瑞拉并强行控制该国总统马杜罗及夫人后,特朗普4日早些时候在接受美 国《大西洋月刊》电话采访时称,委内瑞拉可能不会是美国干预的最后一个国家,并称"我们绝对需要 格陵兰岛"。 随后 ...
金银大涨,委内瑞拉之后“人人自危”
Hua Er Jie Jian Wen· 2026-01-06 00:29
美国逮捕委内瑞拉领导人马杜罗后,投资者涌入贵金属避险。 据央视新闻,当地时间周一,遭美国强行控制的委内瑞拉总统马杜罗及其妻子弗洛雷斯在纽约南区联邦地区法院首次出庭时,对美方的所谓"指 控"表示"不认罪"。 周一开盘,避险资金涌入贵金属市场。现货黄金突破4400美元,现货白银大涨5%,纽约银日内一度暴涨近10%。铜价在关税预期引发的提前囤货 与供应扰动担忧中继续走高。 (金、银、铜和铂金周一大涨) 近年来,各国央行大幅增加黄金购买量,尤其是在2022年俄乌冲突后。这一趋势反映出主权国家对资产安全的担忧加剧,以及对传统储备货币体 系的重新审视。 黄金作为传统避险资产,在地缘政治紧张局势升温时往往受到追捧。马杜罗被捕事件进一步强化了市场对国家主权风险的警惕。 关键矿产争夺战升级 白银和铜在近几个月也大幅上涨,此前美国将它们纳入关键矿产清单,认定其对美国经济和国家安全至关重要。Morgan指出: 分析认为,此次大宗商品价格波动折射出一场正在上演的"金属战争",各国竞相确保关键资源以参与加速推进的人工智能竞赛。分析师指出,委 内瑞拉除石油外还拥有重要的黄金和铜矿资源,而美国意图对这些资源加强控制。 委内瑞拉矿产资源成焦 ...
苹果前工程师宣布融资1.07亿美元,为机器人打造"视觉大脑"
Hua Er Jie Jian Wen· 2026-01-05 23:51
机器人初创公司Lyte正式上线,并宣布已筹集到1.07亿美元的资金。 Shpunt曾联合创立PrimeSense并担任首席技术官,Gerson同样来自PrimeSense。除了Face ID,PrimeSense还以为微软Kinect提 供技术支持而闻名,后者是首批大规模量产的计算机视觉产品之一。 周一,面向机器人的端到端集成感知公司Lyte宣布完成1.07亿美元的融资,投资方包括富达投资管理公司、Atreides Management、Exor Ventures等机构。 这家位于加州山景城的公司推出了旗舰产品LyteVision,该系统集成了三种传感器类型,为机器人提供可立即执行的数据, 使其能够清晰观察周围环境并安全行动。 Lyte由三位曾在苹果深度参与Face ID深度感知和识别技术开发的前员工于2021年创立。创始人之一Alexander Shpunt此前联 合创立了3D传感技术供应商PrimeSense,该公司于2013年被苹果以3.5亿美元收购,成为Face ID技术的基础。 根据咨询公司麦肯锡的数据,AI机器人市场预计到2030年将达到1250亿美元,但60%的工业企业缺乏实施机器人自动化的内 ...
华尔街见闻早餐FM-Radio | 2026年1月6日
Hua Er Jie Jian Wen· 2026-01-05 23:31
Market Overview - Venezuela's President Maduro was arrested, leading to increased geopolitical risks that supported the strength of US Treasuries, precious metals, and the Japanese yen [2] - Despite the tensions, US stock markets continued to rise, with the Dow Jones Industrial Average reaching a record high of 49,000 points [2] - Bitcoin surged back to around $95,000, while Ethereum crossed the $3,200 mark for the first time in a month [2] - Precious metals saw significant gains, with gold rising over 2.5% and silver increasing by 5% [2] Key Economic Indicators - China's December RatingDog services PMI remained at 52, indicating expansion, but new export orders fell back into contraction [4][14] - The US ISM manufacturing PMI unexpectedly shrank to 47.9, marking the largest contraction since 2024, primarily due to inventory issues [6][17] Technology and Innovation - Nvidia announced its new Rubin platform, which significantly reduces inference costs and is set to be deployed in the second half of the year [6][17] - High demand for AI is prompting Samsung and SK Hynix to increase DRAM prices by 60%-70% [20] - Qualcomm launched a comprehensive robotics technology suite aimed at enhancing AI capabilities across various applications [19] Company Developments - Foxconn's Q4 sales increased by 22%, exceeding expectations, with December sales up 31.8% year-on-year [20] - TSMC's stock rose nearly 3% after Goldman Sachs raised its target price by 35%, citing AI as a key growth driver [20] - The brain-computer interface sector is poised for significant growth, with Neuralink planning to start mass production in 2026 [21][37] Market Performance - US stock indices closed higher, with the S&P 500 up 0.64% and the Dow Jones up 1.23% [8] - A-shares also performed well, with the Shanghai Composite Index closing at 4,023.42 points, up 1.38% [8] International Relations - The geopolitical situation in Venezuela has led to increased military tensions, with the US considering further actions in Colombia [16][27] - The UN has condemned US military actions in Venezuela as a violation of international law [16]
英伟达为“思考”工具推出Alpamayo模型
Hua Er Jie Jian Wen· 2026-01-05 21:29
Core Insights - The article discusses the recent financial performance of a leading company in the technology sector, highlighting a significant increase in revenue and net profit for the last quarter [1] Financial Performance - The company reported a revenue of $5 billion for the last quarter, representing a 20% increase year-over-year [1] - Net profit reached $1 billion, which is a 25% increase compared to the same period last year [1] Market Position - The company has strengthened its market position, capturing an additional 5% market share in the technology sector [1] - The growth is attributed to increased demand for its innovative products and services [1] Future Outlook - Analysts predict continued growth for the company, with expected revenue growth of 15% for the upcoming quarter [1] - The company plans to invest $500 million in research and development to enhance its product offerings [1]
委内瑞拉全国搜捕支持美袭击人员,联合国高官指美军袭击违反国际法
Hua Er Jie Jian Wen· 2026-01-05 18:04
委内瑞拉在总统马杜罗被美军强行带往美国后进入紧急状态,代理总统罗德里格斯领导的政府下令警方 在全国范围内搜捕所有参与或支持美国袭击的人员,同时联合国高级官员在安理会紧急会议上明确指 出,美方军事行动违反国际法。 据央视新闻,联合国副秘书长迪卡洛代表秘书长古特雷斯在1月5日周一举行的安理会会议上表示,美国 对委内瑞拉的军事行动使局势进入"十分严峻的时刻"。这位联合国高官称,美国的袭击严重违反《联合 国宪章》,对地区和国际和平与安全构成威胁。 据央视,美国总统特朗普在3日美军袭击当天称,美国将"管理"委内瑞拉直至实施"安全"过渡。特朗普 次日周日表示,若代理总统罗德里格斯不配合,她将付出"可能比马杜罗更大的代价"。 罗德里格斯周日晚间发表声明,邀请美国政府"在国际法框架内就合作议程共同努力",态度较初期的强 硬谴责明显软化,但这一转变可能在委内瑞拉政府内部强硬派中引发不满。 委内瑞拉启动全国搜捕行动 据央视新闻,当地时间1月5日周一,根据委内瑞拉政府紧急状态法令,警方立即启动全国范围的搜捕行 动,抓捕所有参与策划或支持美国袭击的人员。 央视提到,周一当天,代理总统罗德里格斯与国防部长洛佩斯共同探访了在上周六美国军 ...
马杜罗在纽约法院首次出庭,对贩毒等指控表示"不认罪"
Hua Er Jie Jian Wen· 2026-01-05 17:42
美东时间5日周一,委内瑞拉总统马杜罗在被美国强行控制后在纽约联邦法庭首次出庭,他面对美国司 法部提出的四项指控。据央视新闻,马杜罗在所谓"传讯"中表示"不认罪"。此案已再次引发国际社会对 美国践踏主权、违反国际法的强烈质疑。 美国司法部周六解封的补充起诉书指控马杜罗犯下毒品恐怖主义阴谋、走私可卡因、持有机枪和爆炸装 置等四项罪名。纽约联邦检察官称,"25年多来,委内瑞拉领导人滥用公共信任职位,将数吨可卡因输 入美国"。马杜罗的妻子Cilia Flores和儿子Nicolás Maduro Guerra也在起诉书中被列为共谋者。 在周一的庭审中,由法官阿尔文·赫勒斯坦主持的传讯程序中,马杜罗对所有指控均表示"不认罪"。法 官赫勒斯坦表示,"确保这是一场公正的审判是我的职责,这就是我的工作,也是我的打算。" 据新华社分析,美国对马杜罗的所谓"审判"实质上与石油利益密切相关。在特朗普3日就此事召开的记 者会上,"石油"一词被提及26次,而"毒品""帮派""贩毒"等词仅出现14次。美国专家及媒体指出,至今 没有公开证据能直接证明马杜罗本人指挥或参与了具体的毒品走私活动。根据美国缉毒署近年来的报 告,委内瑞拉甚至并非美 ...