Group 1 - The core viewpoint of the articles indicates that the overall smartphone market in China experienced a 23% year-on-year decline in January 2026, with Apple being the only brand to achieve positive growth of 8% [1][3] - Counterpoint Research attributes the decline in sales for domestic brands like Huawei, Xiaomi, OPPO, and vivo to reduced subsidies, consumer sentiment, and the upcoming Spring Festival [1] - Apple's market share increased to approximately 20%, placing it in a leading position alongside Huawei, driven by the success of the iPhone 17 series [1][3] Group 2 - Since the launch of the new iPhone in September last year, Apple's flagship product has seen a strong rebound in sales, achieving its highest market share in five years in January [3] - The iPhone 17 standard version has met government subsidy criteria, enhancing its cost-effectiveness and contributing to a 9% month-on-month sales increase [3] - The pricing strategy for the iPhone 17 series remains stable with minimal discounts, allowing for potential future price adjustments or profit optimization, especially with the upcoming Lunar New Year expected to drive seasonal purchasing [3]

"AI是否有泡沫"仍在热议之际，联想集团发布2025/26财年第三财季业绩。 截至2025年12月31日，联想集团实现营收1575亿人民币，同比增长超18%；调整后净利润5.89亿美元(约 合人民币41亿元)，同比增长36%；IDG(智能设备业务集团)、ISG(基础设施方案业务集团)、SSG(解决 方案与服务业务集团)三大业务均双位数增长。 其中IDG智能设备业务集团营收超过1100亿人民币，同比增长14%，PC出货量连续十个季度跑赢市场； 摩托罗拉智能手机出货量创历史新高，同比增长9%；ISG基础设施方案业务集团营收达367亿人民币， 同比增长超31%，创历史新高；SSG解决方案与服务业务集团营收同比增长18%。 当季，无论PC还是手机，均面临核心元器件价格巨震、潜在关税政策变化及供应链不稳定风险。整体 来看，未来一年行业将进入"需求释放与供给扰动交织"的运行区间，更加考验厂商运营能力及供应链韧 性。 联想集团董事长兼CEO杨元庆指出，"展望未来，随着AI深度融入个人的日常生活和企业的运营发展， 我们将持续推动混合式AI来把握AI普惠带来的机遇，加速增长并进一步改善盈利，为股东创造长期可 持续的切实回报。" ...

印度正加快推进芯片制造"自主化"的进程，但仍有很长的路要走。 据《印度快报》、The Hindu等印媒2月10日报道，"印度半导体计划"（ISM）近期宣布，该国4座半导体 工厂在完成试生产后，预计今年内正式投入商业化运营。 据介绍，ISM是印度政府设立的一个专门业务部门，隶属于数字印度公司（Digital India Corporation）， 目标是推动印度成为全球电子制造和设计中心。 早在2021年，印度政府便启动了"印度半导体计划"，宣布拨款7600亿卢比（约合人民币579亿元），承 诺提供高达50%的项目成本资金支持，涵盖从硅基半导体制造到封装测试的整个产业链，吸引科技巨头 在印度设厂。 在财政激励之下，目前该计划已吸引了包括力积电、塔塔公司、美光科技、CG Power、富士康等10家 企业在印度设厂，目前已经陆续开工，总投资额约为1.6万亿卢比（约合人民币1219亿元）。其中凯恩 斯半导体（Kaynes Semicon）、塔塔集团、美光科技和CG Semi的工厂预计今年投入运营。 高通2nm芯片完成流片，印度团队参与部分设计。图为印度信息技术部部长出席活动 图片转自高通印 度官方账号 2月7日，高通 ...

【文/观察者网 齐倩】 "我喝热水，我是中国人。" "我煮养生茶，我是中国人。" "我在室内穿拖鞋，我是中国人。" "我到亚洲超市买东西，我是中国人。" 最近，"Becoming Chinese"（成为中国人）成为外网爆梗，各国网民纷纷化身"精神中国人"。 美媒《纽约时报》2月11日发文解读说，对他们来说，种族国籍无关紧要，"中国人"已经成为一种潮 流、一种养生目标，或者一种微妙、讽刺的抗议表达，或者以上皆是。 一名美国洛杉矶居民表示，最近她开始喝热水、吃粥，以此表达对一个"不关心人民健康"的政府——美 国政府的抗议。还有流行歌手以"精神中国人"为主题写了一首歌，以此抒发美国年轻人目睹移民特工两 次当街枪杀美国公民的愤怒与不满。 社交媒体 "精神中国人"热梗主要在TikTok和Instagram等社交媒体流传。 一些用户说，他们的思维非常"中国"，以至于看到唐人街和中餐就感到亲切。 有些人称自己是"中国坏女孩"（baddies）——自信、有魅力，同时采纳平凡的东亚生活习惯。 总而言之，这个网络热梗不受国籍或族裔束缚：任何人只要愿意，都可以成为中国人。而现在，想成为 中国人的西方网民群体，正迅速庞大。 他表示， ...

（文/陈济深 编辑/张广凯） 2026年初，社交平台上出现了一批特殊的"晒单"：有人贴出自己的征信报告截图，逾期账户数从2变成 了0。 这源于央行在2025年底推出的一次性信用修复政策——2020年至2025年期间产生的、单笔不超过1万元 的个人逾期信息，只要在2026年3月31日前还清，征信系统将自动不予展示。免申即享，不收费用，不 需要第三方代理。 这不是一次简单的技术调整。它背后是一个正在发生转向的行业命题：征信到底是用来惩罚人的，还是 可以用来帮助人的？ 过去几十年，无论中美，征信体系的主要功能都是"标记失信者"——记录谁违约了、谁没还钱，然后让 他们在贷款、租房、求职中承受代价。 区别在于，美国围绕这条"斩杀线"建起了一整套合法的商业生态，把失信者的每一寸剩余价值都榨干； 中国的央行征信系统则更偏行政管理，民间市场几乎空白，使得行业内充斥着黑灰产暴利收割。 央行这次破例出手，其实释放了一个清晰的信号：不希望征信成为普通人的"斩杀线"。 而更值得关注的是，在这项应急政策之外，行业层面也开始出现一种新的思考——征信服务能不能 从"惩罚失信"转向"帮助重建"，从卖分数转向帮人连接工作、住房和信贷机会？ 这 ...

依托自研的VLM模型，MinerU对PDF及复杂网页的元素捕捉准确率可达99%。无论是精密复杂的数学 公式，还是嵌套繁琐的结构化表格MinerU均能实现精准还原与结构化提取。 据了解，MinerU的核心价值在于其跨行业的普适性与极高的解析精度。对于大模型研发而言，它是高 效的语料生产引擎，能够支撑千万级规模文档向AI-Ready数据的快速转化；对于政企办公及科研领域， 它则是精准的文档解析工具，极大提升了数字化办公的高质量发展。 近期，国内不少主流AI大模型相继推出更新版本，国产AI芯片企业也紧随其后适配新版本大模型。以 太初元碁为例，记者向相关负责人了解到，截至目前其已完成包括DeepSeek、千问、智谱、MinerU、 文心一言等在内的30多个AI大模型的国产算力适配工作，涵盖了Qwen3Dense/MoE系列模型、BAAI Embedding/Reranker系列模型、Qwen-VL、LLaVA等多模态理解系列模型；Stable-Diffusion、FLUX、 Wan系列等多模态生成类模型；GLM、Seed-OSS、文心一言等大语言模型；以及MinerU、DeepSeek- OCR2、Paddle-OC ...

【文/观察者网 张菁娟】据香港英文媒体《南华早报》12日报道，在美工作30年后，全球顶尖计算生物 学家鲍志戎选择回国，全职加盟深圳南方科技大学，担任讲席教授。 根据南方科技大学生命科学学院最新公布的教师简介，鲍志戎毕业于吉林大学（学士、硕士）及圣路易 华盛顿大学（博士），并先后在华盛顿大学（西雅图）从事博士后研究及纪念斯隆凯特林癌症中心任助 教授至正教授。 报道称，他是成像技术领域的开拓者，其团队研发的技术，可让科学家实时追踪器官形成与疾病发生过 程中单个细胞的活动轨迹。 在美期间，鲍志戎曾主持由美国国立卫生研究院（NIH）资助的数百万美元科研项目。在斯隆凯特林癌 症中心，他带领团队开发出先进成像技术，能以每分钟一次的频率，捕捉线虫胚胎发育全过程的高分辨 率三维图像，精准追踪每一个细胞的分裂、迁移及基因开闭状态。 秀丽隐杆线虫仅有约300个神经元，极大简化了神经系统研究，是生命发育研究的经典模式生物，但肌 肉形成后的胚胎活体观测一直是困扰全球科研界的难题。 这套高频成像技术所捕捉的"发育影像"，让鲍志戎团队得以重构器官从零开始的形成过程，为解析正常 发育机制、揭示癌症等疾病中发育过程的异常畸变，提供了详尽的分 ...

Core Viewpoint - Anta is officially entering the high-end shopping district of Beverly Hills, Los Angeles, marking a significant step in its strategy to enhance brand recognition in the U.S. market [1][3] Group 1: Store Opening and Strategy - Anta's first U.S. store, located in Beverly Hills, is positioned next to prominent brands and aims to establish itself as a "community cultural center" rather than just a retail outlet [3] - The store will host various activities, including running clubs and cultural events, to integrate into the local sports lifestyle [3][4] - The opening is part of Anta's broader strategy to shift consumer perception from a low-cost manufacturer to a premium sports lifestyle brand [4][8] Group 2: NBA Partnerships - Anta's entry into the U.S. market is supported by partnerships with NBA stars Klay Thompson and Kyrie Irving, who serve as brand ambassadors [4][6] - Thompson's successful collaboration has significantly contributed to Anta's brand image and sales growth, while Irving's recent signing is expected to enhance creative control over product design [6][8] - The influence of these athletes is seen as a key factor in penetrating the American sports culture and streetwear scene [8] Group 3: Market Challenges - Despite the potential of NBA partnerships, the effectiveness of celebrity endorsements is diminishing, as evidenced by Under Armour's struggles with Stephen Curry [9][11] - The global basketball market may have peaked, and consumer skepticism towards foreign brands paired with local athletes poses a challenge for Anta [11][12] - Anta must prove its genuine understanding of and integration into local sports culture to avoid being perceived as an outsider [11][12] Group 4: Globalization Strategy - Anta's globalization strategy is structured in three phases: establishing international brands in China, expanding global brand operations, and promoting the Anta brand worldwide [14][15] - The company has successfully launched stores in Southeast Asia, adapting products to local markets and cultures [17] - However, the brand faces internal challenges in China, where its identity and growth have become muddled due to a proliferation of store formats and marketing strategies [20][23] Group 5: Future Outlook - Anta's ambitious goal of becoming a global brand is under scrutiny, especially with its recent U.S. expansion [23] - The company must balance its domestic market focus with international ambitions, ensuring a clear brand narrative and sustainable local operations [23] - The Beverly Hills store will serve as a critical test for Anta's ability to establish a lasting presence in the U.S. market [23]

（文/观察者网 张家栋 编辑/高莘） 2月10日，当雷军在直播间平静地说出"第一代SU7量产已经结束。"标志着小米汽车这款充满着传奇色彩且带有争议的首发车型，正式完成其历史使命。 小米汽车直播间 作为小米跨界造车的真正起点，SU7自2024年春季上市以来就带着强烈破圈属性进入市场。不同于传统车企循序渐进推新，小米用互联网品牌的传播方式和 爆款逻辑切入整车赛道，长周期预热、参数密集披露、创始人深度参与讲解与背书，整体呈现方式更接近科技旗舰产品发布会。 这种传播方式也令小米迅速在社交平台获得巨量关注并转化为订单。公开数据显示，SU7开启预订后24小时内订单超过8.8万辆；在随后不到两年的产品周 期内，全生命周期累计交付接近37万辆，成为同价位新能源轿车中鲜有媲美特斯拉的单一车型。 但高热度也同步放大了风险暴露面，去年来SU7多起事故暴露的安全问题，以及营销层面的争议事件，使小米一度陷入舆论漩涡，甚至冲击到其既有的用户 基本盘。 更重要的是，伴随相关事件持续发酵，外界讨论已不只停留在单一产品本身，而是延伸到车辆安全冗余设计、智能化能力边界界定、用户引导方式等更底层 问题，并引发行业与监管层面对相关定义和规范进行反复 ...

Core Viewpoint - Han Gao Group is seeking to raise up to 1.2 billion yuan through a convertible bond issuance, primarily to fund its manufacturing base, R&D center upgrades, and marketing efforts, despite a backdrop of declining demand in the home furnishing industry [1][5]. Group 1: Fundraising Details - The company plans to allocate 1.05 billion yuan of the raised funds to the Han Gao Unicorn Hardware Manufacturing Base, which has a total investment of 1.085 billion yuan, indicating a strong dependency on the fundraising outcome for the project's progress [1][2]. - The remaining funds will be distributed as follows: 53 million yuan for R&D and quality center upgrades, and 92 million yuan for marketing and brand promotion [1]. Group 2: Previous Fund Utilization - In the previous fundraising round, 510 million yuan was raised, with 434 million yuan already utilized by the end of last year, leaving 76.53 million yuan remaining [1]. - The initial fundraising was primarily directed towards the smart home hardware automation manufacturing base, R&D center construction, and information technology improvements, with the manufacturing base showing a significant return on investment [2]. Group 3: R&D Center Concerns - There are concerns regarding the potential duplication of R&D centers in the same region, as the new fundraising plan includes another investment in R&D, which could total 836.7 million yuan if combined with previous investments [3][4]. - The R&D center's total investment has increased from 522.6 million yuan to 836.7 million yuan, raising questions about the necessity and efficiency of such expenditures [3]. Group 4: Marketing and Brand Promotion - The marketing and brand promotion project has a planned total investment of 1.23 billion yuan, with 920 million yuan allocated from the new fundraising, indicating a significant commitment to enhancing brand visibility [4]. - The overall marketing and brand promotion budget over the project's lifecycle is projected to approach 860 million yuan, reflecting the company's optimistic growth expectations despite market challenges [4]. Group 5: Industry Context - The home furnishing industry is experiencing a downturn, with major clients like Oppein Home reporting declines in revenue and profit, which raises concerns about the sustainability of Han Gao Group's growth strategy [5]. - Despite Han Gao Group's revenue growth of 24.26% year-on-year in the first nine months of last year, the broader market's cautious outlook on demand may lead to a mismatch between the company's expansion plans and actual market needs [5].