Core Insights - The event "New Spring Seeking 'Ji'" launched by Shanghai Nanxiang Impression City MEGA in collaboration with the popular IP "LINE FRIENDS" aims to blend traditional customs with modern urban life, providing an immersive experience for consumers [1][3] Group 1: Event Overview - The event features SALLY, a popular character from "LINE FRIENDS," who embarks on a whimsical adventure, symbolizing the arrival of the New Year and engaging consumers through interactive experiences and themed installations [1][3] - The narrative of SALLY's adventure includes her accidentally spilling paint that brightens the mall in auspicious yellow and winning a New Year equestrian competition, reinforcing the theme of "seeking, receiving, and gaining good fortune" [3] Group 2: Consumer Engagement - The event includes numerous photo spots and interactive points, allowing consumers to take pictures with SALLY and purchase limited-edition New Year merchandise, enhancing the immersive experience [5] - The event will run until March 8, inviting consumers to enjoy the festive atmosphere and the vitality of the city [5] Group 3: Performance Metrics - In 2025, Nanxiang Impression City MEGA achieved significant operational milestones, with total annual foot traffic nearing 40 million and total sales exceeding 4.9 billion [7] - The project has successfully implemented a "first-store economy" strategy, with over 400 brands, more than 50% being city-level first stores, and approximately 93% being regional first stores [10] Group 4: Operational Excellence - The project has demonstrated strong operational performance, with 33% of stores achieving annual sales of over 10 million and 20% exceeding 10 million [11] - The marketing activities in 2025, driven by original IP and international collaborations, have positioned the project as a leading commercial event hub in Shanghai, resulting in a 10% increase in sales and a 22% rise in foot traffic during peak periods [14] Group 5: Membership and Community Engagement - The membership system has shown remarkable results, with total active members surpassing 1.88 million, reflecting an 8% year-on-year growth [16] - The establishment of the "MEGA CLUB" has fostered a unique community, successfully hosting over 160 events, enhancing member loyalty and increasing high-net-worth member spending [16] Group 6: Future Outlook - Looking ahead to 2026, Nanxiang Impression City MEGA plans to optimize consumer experiences, leverage technology for smart commerce, and continue evolving brand and space interactions to become a platform for urban life co-creation [18]

Core Viewpoint - Lantu Motors plans to launch four new models in 2026, all equipped with Huawei's L3-level intelligent driving hardware, aiming to enhance market share, user reputation, and brand development ahead of its upcoming IPO in Hong Kong [1][10]. Group 1: New Model Launches - The four new models include the Lantu Taishan Ultra, which is the first mass-produced L3-level assisted driving SUV in China, set to deliver in March 2026 [3]. - The Lantu Taishan X8, a large five-seat SUV, will feature Huawei's latest intelligent cockpit system and is expected to launch in the first half of 2026 [3]. - The Lantu FE, a fashionable utility vehicle, will be equipped with a four-laser radar perception system and is scheduled for a mid-2026 release [3]. - A luxury MPV, code-named "Zhu Feng," will debut with 12 innovative technologies and is the first MPV to feature L3-level intelligent driving, launching in the second half of 2026 [3]. Group 2: Financial Performance and Market Position - Lantu Motors has shown significant growth, with sales reaching 86,000 units in 2024, a 70% increase year-on-year [4]. - The company has been deepening its collaboration with Huawei, signing a strategic agreement in January 2024, which has led to the launch of new models equipped with Huawei's technology [6]. - Despite a strong sales performance, Lantu reported net losses of 1.538 billion yuan, 1.496 billion yuan, and 90 million yuan from 2022 to 2024, but turned a profit of 434 million yuan in the first seven months of 2025 [7]. Group 3: IPO and Market Strategy - Lantu Motors is preparing for an IPO in Hong Kong, with plans to replace Dongfeng Group's listing status, which has faced declining stock prices [10]. - The IPO process involves a combination of equity distribution and merger, with Lantu expected to gain a higher valuation [10]. - The company has received necessary approvals from various regulatory bodies, indicating progress towards its market debut [10]. Group 4: Challenges Ahead - Lantu did not meet its sales target of 200,000 units last year, with over half of its sales reliant on the Dreamer MPV model [11]. - The company faces challenges from increased market competition and the reduction of government subsidies, which have been crucial for its financial performance [11][13]. - Operational efficiency and cost optimization remain critical areas for Lantu as it aims to sustain growth in a competitive landscape [11].

当地时间1月29日，苹果公司发布2026财年第一季度（截至2025年12月27日）财报，其多项核心财务指 标创下历史新高。 财报显示，该季度苹果总营收达1437.56亿美元，较上年同期的1243亿美元同比增长16%，远超市场预 期的1384亿美元；净利润为420.97亿美元，较上年同期的363.30亿美元同比增长15.9%。 iPhone业务表现尤为亮眼，营收达852.69亿美元，同比大幅增长23%，占总营收比重高达59.3%。 苹果CEO库克表示，"受前所未有的市场需求推动，iPhone迎来史上最佳季度表现，各地区营收均刷新 历史纪录；服务业务营收同样创下历史新高，同比增长14%。公司目前的活跃设备安装基数已突破25亿 台。" "我们在中国大陆市场实现了有史以来最高的升级用户数量记录，同时从其他平台转投过来的用户也出 现了两位数增长。"库克在财报电话会上表示。 对于内存芯片涨价，库克称，这对第一财季毛利率的影响"微乎其微"，但他预计在本季度会对公司毛利 率产生"稍微大一些的影响"。库克强调，苹果已注意到芯片价格上涨，必要时将"评估一系列长期应对 方案"。 受财报影响，截至发稿，苹果盘后股价上涨至260.10 ...

AI迈入深耕产业、赋能实体的"下半场"，行业重心正从参数比拼，转向千行百业的规模化应用落地。 1月29日，第二届"新质生产力产业实践洞见活动"在京举办，会上环球时报、中国科协企业创新服务中 心和赛迪新质生产力发展促进中心发布了50+"新质生产力产业实践示范案例"，涉及到人工智能基础与 产业融合、先进制造、AI新应用、生物医药、具身智能、智能网联汽车产品等热门领域。 华为云凭借基于CloudMatrix AI Infra智算云服务，成功入选"人工智能基础与产业融合"示范案例TOP5， 彰显了中国式AI与产业融合发展新路径。 华为云副总裁黄瑾表示，我们见证了数字世界从无到有的建立，如今正在见证一个全新智能世界的来 临。这一进程呈现出两大关键变化：一是人工智能正在从上至下重塑IT技术全栈；二是人工智能进入各 种应用场景，带来行业的价值。 过去一年，中国AI领域迎来跨越式突破：从"DeepSeek时刻"的大模型突破，到"超节点时刻"的算力系统 级创新，再到AI深入千行万业、破解真难题的"新质生产力时刻"，这条扎实的路径，正推动生产力以前 所未有的速度实现质的跃升。 华为云致力于深耕根技术、软硬协同、架构创新，用AI解 ...

【文/观察者网 柳白】将人工智能（AI）算力搬上太空，已逐步从概念走向现实，中国的行动尤为引人 关注。 路透社1月29日的报道注意到，中国计划在未来五年内发射天基人工智能数据中心，此举将直接挑战马 斯克麾下太空探索技术公司（SpaceX）向太空部署数据中心的雄心。 中国航天科技集团29日表示，"十五五"时期，将谋划推动太空旅游、太空数智基础设施、太空资源开 发、太空交通管理等新领域发展。 太空数智基础设施方面，将建设吉瓦级太空数智基础设施，创建云、边、端一体的新型太空体系架构， 实现算力、存力、运力等深度融合，赋能"天数天算""地数天算""天地同算"。 路透社注意到，该集团去年12月发布的一份政策文件也显示，中国计划将人工智能处理这一高耗能的工 作转移至轨道，利用"吉瓦级"太阳能枢纽，到2030年打造出具备产业规模的"太空云"体系。该文件明 确，将天基太阳能与人工智能计算相融合，是中国"十五五"规划的核心支柱之一。 去年5月，国星宇航"星算"计划实施首次发射，这也是之江实验室"三体计算星座"的首次发射。该"星 算"计划旨在构建一个由2800颗计算卫星组成的太空算力网络，预计2035年前完成全部组网；北京邮电 ...

除了1997年出生的陈一彤，另一位是同济大学的雷振东（出生于1995年），他主要从事废弃物资源化与 绿色能源研究，其项目可将鸡粪污等有机废弃物转化为生物天然气与肥料，预计年产千万立方米级生物 质天然气。 更落地指的是鼓励面向应用、能产生实际效益的科研。许多获奖者的研究已展现出明确的产业化前景， 比如清华大学的张如范研发的"辐射制冷涂料"，能在无能耗情况下降低建筑和设备温度，其团队成果已 扩展到节能智能窗、制冷服装和防晒霜等领域，并找到了商业化路径。 美团核心本地商业CEO王莆中表示，设立奖项的目标不是追求经济回报，而是着眼未来，甄选先进技术 和人才，给予帮助，使其成为支持中国科学研究的"铺路石"。 本届奖项呈现出三大鲜明特点：更前沿、更年轻、更落地。 更前沿聚焦"数字技术+绿色低碳"交叉融合。本届评选积极响应国家"十五五"规划建议中关于智能化、 绿色化、融合化的发展方向，特别鼓励数字技术与绿色低碳技术的交叉方向。 多位获奖者的研究方向体现了这一前沿趋势。例如，上海交通大学最年轻的获奖者、28岁的博导陈一 彤，她研发的全光大规模语义生成芯片，旨在解决AI发展带来的巨量能耗问题，实测在前沿生成式模 型任务中，较当 ...

对于伯镭科技而言，比亚迪的投资是对其技术路线和商业价值的认可。在资本市场更看重确定性的背景 下，产业龙头的深度投入有助于增强客户、合作伙伴及市场对公司的信心，并提升其全球化竞争中的品 牌与生态优势。 本轮资金将用于加强研发投入、扩大智能产能、加速国内外市场拓展以及深化产业生态合作。比亚迪在 电动汽车领域的电池、电控技术和规模化制造经验，将与伯镭科技的矿车智能化、场景无人化能力形成 协同，双方计划在技术研发、供应链优化及特定场景产品探索等方面开展合作，推动新能源与智能技术 在重型工业领域的应用。 比亚迪具有全球化业务布局，新能源车已进入全球6大洲、110多个国家和地区，并在泰国、乌兹别克斯 坦、巴西、匈牙利等地建设或规划生产基地。其本地化运营经验、供应链资源和品牌影响力，可为双方 共同开拓国际矿山高端装备市场提供支持。 对于此次战略投资，比亚迪集团首席投资官李黔表示："我们持续在全球范围内寻找并投资那些拥有硬 核技术、能与我们主业产生强大'化学效应'的伙伴。伯镭科技在矿山无人驾驶和绿色能源补给领域构建 的全栈技术体系令人印象深刻，其解决方案直击传统矿山的运营痛点。这不仅与比亚迪在电动化、智能 化领域的核心技术优 ...

Core Viewpoint - The event of distributing New Year goods by Liu Qiangdong in Guangming Village showcases the integration of technology and traditional culture, highlighting the positive impact of e-commerce on rural communities [1][11]. Group 1: Distribution of New Year Goods - Liu Qiangdong delivered a variety of New Year goods to Guangming Village, including AI smartphones and practical household items, which were well-received by the villagers [1][8]. - The distribution included over 10,000 items covering the needs of 1,500 households, ensuring that both young and elderly residents were catered to [8]. Group 2: Technological Integration - The introduction of AI smartphones, such as OPPO A6l and WIKO X70, equipped with features like dialect recognition and health monitoring, has significantly improved the daily lives of villagers [6][4]. - AI toys like the intelligent dog "Dongdong" and the AI parrot "Lalao" have provided entertainment and companionship, particularly for children and elderly residents, enhancing community interaction [7][6]. Group 3: Community Development - The event has attracted significant attention, leading to increased tourism in Guangming Village, with thousands visiting annually [11]. - The partnership with JD.com has improved local employment rates, with many villagers finding jobs within the company, contributing to the overall economic development of the area [11].

Core Insights - Alibaba's new AI chip "Zhenwu 810E" has been launched, marking a significant breakthrough in domestic AI chip performance and application scale [1][5] - Alibaba is now one of the only two companies globally, alongside Google, to achieve a full-stack AI integration of "AI + Cloud + Chip" [3][15] - The global cloud computing market is dominated by four major players: Microsoft, Amazon, Google, and Alibaba, collectively holding over 80% market share [4] Group 1: AI Chip Development - The "Zhenwu 810E" chip features impressive specifications, including 96GB HBM2e memory, 700GB/s interconnect bandwidth, and a PCIe 5.0×16 interface, surpassing NVIDIA's A800 [5][10] - Alibaba's chip development journey began in 2018, with the establishment of Pingtouge, aimed at overcoming chip supply challenges [9][10] - The chip is a culmination of Alibaba's 17 years of technological investment in building a "Cloud + AI + Chip" ecosystem [6][10] Group 2: Strategic Positioning - Alibaba's full-stack self-research approach contrasts with Microsoft and Amazon's reliance on external technologies, providing a more stable long-term strategy [4][5] - The company plans to invest at least 380 billion RMB over the next three years in cloud computing and AI infrastructure, exceeding its total investment in the past decade [14] - Alibaba's "Tongyun Ge" AI triangle, consisting of Pingtouge, Alibaba Cloud, and Tongyi Laboratory, creates a synergistic effect that enhances both chip performance and cloud service efficiency [10][15] Group 3: Market Impact - The launch of the "Zhenwu" chip and the "Tongyun Ge" AI triangle positions Alibaba as a key player in the global AI infrastructure competition [12][15] - Alibaba's advancements in AI technology are expected to lead to a shift in global AI standards, with the company emerging as a significant competitor against U.S. tech giants [12][15] - The collaboration between chips and cloud services allows for rapid iteration and cost advantages, enhancing Alibaba's competitive edge in the AI market [15]

Core Insights - The report by Similarweb highlights AliExpress as one of the fastest-growing e-commerce platforms in developed markets, including the US, UK, Germany, and Australia, for the year 2025 [1][4]. Group 1: Performance Metrics - In the US, AliExpress experienced a website traffic increase of 18.7% year-on-year, making it one of the top ten fastest-growing platforms and earning the title of "2025 US Big Winner" [1][4]. - In Australia, AliExpress saw a remarkable growth of 45.5% in website visits, ranking as the fastest-growing e-commerce platform and second overall in the comprehensive ranking, just behind chatGPT [4]. - In the UK, the app downloads for AliExpress increased by 38.5%, placing it third in the comprehensive app ranking [4]. - In Germany, website traffic for AliExpress grew by 34.5%, securing the fifth position in the overall ranking, surpassing Temu [4]. Group 2: Strategic Initiatives - The user growth of AliExpress is attributed to its shift towards a "branding + localization" strategy starting in 2024, moving away from a reliance on price competition [4]. - The company launched the "Super Brand Going Global Plan" in 2025, aimed at helping brands achieve higher sales at half the cost of Amazon, attracting several leading brands such as Xiaomi, Honor, Baseus, and Nubia [4]. - In 2026, AliExpress plans to introduce a combination of "overseas hosting + brand going global," focusing on core cross-border industrial belts in Zhejiang, Guangdong, and Henan, while continuing to recruit Chinese brand merchants [5]. Group 3: Market Positioning - The report indicates that platforms providing stable logistics, clear after-sales rules, and strong brand power are more likely to gain long-term consumer loyalty, contrasting with the previous low-price competition model [4]. - On Black Friday 2025, AliExpress's download numbers in Europe surpassed those of Amazon, marking a significant entry into Amazon's core market [4]. - A survey by AMZ123 revealed that 87% of Amazon sellers plan to use AliExpress as a secondary growth channel for brand expansion [4].