1月13日凌晨，谷歌公司在官网发布了一则与苹果公司的联合声明。两家科技巨头确认正式达成一项长 期合作协议，苹果的语音助手Siri将基于谷歌的Gemini模型进行升级。 声明写道，"经过审慎评估，苹果认定谷歌的AI技术能为'苹果基础模型'提供最强有力的基础，并对即 将在该技术支持下为苹果用户带来的创新体验充满期待。" 双方在声明中表示，苹果将继续在消费者设备端或通过"私有云计算（Private Cloud Compute）"运行其 AI服务，以维持苹果隐私标准。升级后的Siri，预计将于今年推出。 早在去年8月，彭博社就曾爆料称，苹果正与谷歌洽谈合作，计划斥资每年10亿美元购买谷歌的AI技 术，用于升级Siri。去年年底，彭博社曾发布消息称，两家公司已就该笔交易进行收尾工作。在消息公 布后，谷歌母公司Alphabet的股价迎来上涨，总市值一度突破四万亿美元，随后涨幅有所回落。 一直以来，苹果以"软硬一体"的垂直整合能力著称，从芯片（Apple Silicon）到操作系统（iOS）力求自 研，旨在打造一套封闭的生态闭环。然而自2022年OpenAI的ChatGPT横空出世以来，在本轮席卷全世界 的AI热潮中，这家 ...

德福科技终止收购卢森堡铜箔 德福科技 【文/观察者网 潘昱辰 编辑/高莘】1月11日，九江德福科技股份有限公司（以下简称"德福科技"）董事 会披露公告称，因卢森堡经济部出具的决定限制，德福科技拟收购卢森堡铜箔（Circuit Foil Luxembourg S.a.r.l.）100%股权的交易终止。 卢森堡铜箔为全球高端IT铜箔龙头企业之一，也是全球自主掌握高端IT铜箔核心技术与量产能力的唯一 非日系龙头厂商，市场份额行业领先。2024年度，其HVLP和DTH产品的收入占比合计约53%，与全球 头部覆铜板和PCB企业保持长期稳固合作关系，HVLP3和DTH产品已量产应用于国际顶尖厂商产品。 德福科技表示，近年来，随着AI服务器、5G通信等需求快速增长，带动HVLP、DTH等高端IT铜箔需求 不断增长。而长期以来，尽管国内电子电路铜箔产业市场规模较大，但高端IT铜箔产品一直被海外少数 企业垄断，导致贸易逆差巨大且集中于高端产品，尤其在当下国际形势动荡、贸易冲突加剧的背景下， 不利于国内产业链安全。 德福科技表示，本次交易终止不会影响公司的正常生产经营，不会对公司的财务状况产生不利影响；公 司将继续围绕既定发展战 ...

新任行长张精科是杭州银行不折不扣的"自己人"。出生于1978年8月的他，拥有复旦大学研究生学历， 自2001年加入杭州银行后，便开启了从基层到核心管理层的完整历练。 职业生涯初期，张精科以总行营业部公司客户经理的身份扎根一线，积累了扎实的业务基础。2009年， 他受命筹建杭州银行科技支行并升任副行长；2013 年，再度挑梁筹建文创支行并出任行长，成功探索 出该行标志性的文创金融服务模式，成为业务创新的关键推手。 2016年后，他陆续执掌资产管理部、科技文创金融事业部、人力资源部等关键岗位，既深度参与业务拓 展，又主导人才队伍建设，为银行经营战略落地提供了重要支撑。2023年9月，张精科获监管核准升任 副行长，如今进一步接棒行长一职，其任职资格尚待国家金融监督管理总局浙江监管局核准。 截至公告披露日，张精科持有杭州银行117600股股份，与银行的利益深度绑定。 此次履新后，杭州银行高管层形成 "一正六副" 的架构，均为"70后"。6位副行长分别为李晓华、陈岚、 李炯（兼首席信息官）、潘华富（兼风险总监）、章建夫、王立雄（拟任），董事会秘书兼业务总监王 晓莉等其他高管共同组成管理团队。王立雄此前为监事长，去年12 ...

（原标题：股东连环"爆雷"，山西银行4.16亿股股权流拍） 【文/羽扇观金工作室】 1月12日，阿里资产网站显示，中融新大集团有限公司单独持有山西银行415986452股股权及孳息。此次 拍卖虽有1274次围观，但在开拍24小时后，还是因无人出价而流拍。 相关信息显示，此次股权拍卖起拍价4.17亿元，每股均价约1块钱，占山西银行总股本约1.61%。 第四大股东的破产重整并非孤例，山西银行的股东阵营早已乱象丛生。第三大股东大同市经济建设投资 集团有限责任公司自2025年9月以来6次成为被执行人，累计被执行金额约2.45亿元，历史被执行总金额 更是达到 3.60 亿元；第五大股东山西聚源煤化有限公司也未能幸免，2025年8月被宁波市中级人民法院 立案执行，涉及金额约 1.10 亿元。 山西银行前10大股东 企业预警通 另外值得关注的是，这并非山西银行股权首次遭遇流拍。 2022年11月，时任山西银行第九大股东的青岛大宗商品交易中心，将其持有的1.51亿股拍卖，首次拍卖 流拍，次月降价后再拍卖，最终撤回； 2023年10月，青岛大宗商品交易中心再次拍卖其持有的3885.62万股股权，仍以流拍收尾； 另一方面，此次拍 ...

Core Viewpoint - The Chinese government is set to eliminate export tax rebates for photovoltaic (PV) components starting April 1, 2026, and reduce the rebate for power batteries from 9% to 6%, with a complete removal by 2027. This shift reflects the strength of China's PV and battery industries, which no longer require such subsidies to compete globally [2][5][9]. Group 1: Export Tax Rebate Changes - The export tax rebate policy was originally designed to encourage exports by refunding value-added tax to exporters, effectively acting as a form of trade subsidy [3]. - The rebate for PV components will be completely removed due to China's dominant market position, with over 60% global market share and some core components exceeding 80% [5][7]. - The power battery export rebate will be reduced and phased out, as China has established a strong competitive advantage in this sector, with only a few global competitors [7][8]. Group 2: Market Dynamics and Implications - The removal of export rebates aims to combat price wars that have led to unsustainable low pricing, which could harm long-term competitiveness and innovation in the PV sector [5][7]. - The government is promoting a shift from price competition to technological innovation, which is essential for maintaining high profit margins and fostering industry growth [7]. - The cancellation of export subsidies is seen as a way to redirect financial resources towards domestic consumption, rather than subsidizing exports, as China's trade surplus has reached unprecedented levels [9][11]. Group 3: Future Investment Focus - The funds saved from eliminating export tax rebates are intended to be reinvested in domestic consumption, such as housing, automotive purchases, and public services [11]. - This strategic pivot indicates a significant shift in China's economic policy, focusing on internal market stimulation rather than solely on export-driven growth [11].

| 谷歌一A GOOGL (2026-01-13 05:00:00) 交易币种:类元 ◎ ( +加自选 | | | | 全球指数 | | --- | --- | --- | --- | --- | | | 今开:325.800 | 最高价: 334.040 | 成交量: 3391万 | 外盘: 2132万 | | 331.8601 | 昨收:328.570 | 最低价: 325.000 | 成交额:111.9亿 | 内盘:1260万 | | 3.290 1.00% | 总般本:120.7亿 | 振幅: 2.75% | 换手事: 0.58% | 每般收益TTM: 10.30 | | | 总市值:4.005万亿 | 市净率MRQ: 10.35 | 市盈事TTM: 32.23 | 每股净资产:32.060 | 谷歌市值超4万亿美元东方财富网 另一方面，特斯拉、英伟达、美光科技小幅走高。相比之下，英特尔跌幅超3%，亚马逊与微软亦双双 小幅收跌。 当地时间1月12日，美股三大指数收盘全线上涨，道指与标普创历史新高。截至收盘，道琼斯工业平均 指数报49590.20点，涨幅为0.17%；标准普尔500指数报6977.27点 ...

【文/观察者网 陈思佳】近年来，随着月球探索受到世界各国的重视，如何定义月球标准时间成为科学 界关注的新问题。据香港《南华早报》1月12日报道，中国科学院紫金山天文台上个月正式发布了全球 首款"月球计时软件"，实现了月球与地球时间的精确转换。 根据广义相对论，由于月球的引力仅为地球的约六分之一，月球上的时间走得比地球更快，每天快大约 56微秒。这些微小的误差积累起来，足以对需要精确计时的航天任务产生严重影响。 为解决月球与地球时间转换的问题，紫金山天文台的科研人员构建了一个模型，同时考虑了月球较弱的 引力及其在太空中的运动，使月球上的事件能够与地球上的时钟准确同步。上个月，紫金山天文台正式 发布了月球时间历表产品LTE440。 他指出，在航天器的导航系统中，微秒级的误差都可能产生显著影响，进而在以分钟为单位的时间尺度 上影响计算结果，"如果你想要在月球上使用类似GPS的系统——我们可能几年内就会有需要，尤其是 用于精确着陆位置，你就得想办法解决这个问题。" 麦克道尔表示，虽然美国也在进行类似的工作，但他还没有听说过可直接使用的"月球计时软件"。他 说："这反映出中国对月球的重视，并且在分享与月球相关的研究方面 ...

Core Insights - Volkswagen Group plans to launch over 20 models of pure electric, plug-in hybrid, and range-extended vehicles in the Chinese market by 2026, featuring advanced electric and intelligent network technologies, including L2++ driver assistance systems [1][4] Group 1: Sales Performance - In 2025, Volkswagen Group delivered over 8.98 million vehicles globally, with pure electric vehicle deliveries reaching 983,100 units, a year-on-year increase of 32% [1] - The share of pure electric vehicles in the group's global sales reached 10.9%, up by 2.7 percentage points year-on-year [1] - In China, Volkswagen Group delivered over 2.69 million vehicles, maintaining its position as the top foreign carmaker in the market [1] Group 2: Market Strategy - Volkswagen Group emphasized a "value first" approach amidst intense price competition, focusing on profitability rather than merely increasing market share [1] - In 2025, the group sold over 2.57 million fuel vehicles in China, capturing over 22% of the fuel vehicle market, further solidifying its leading position [1][2] Group 3: Product Development and Innovation - 2025 marked a year of accelerated implementation of the "In China, For China" strategy, with new electric and intelligent connected models being launched, including the Audi Q6L e-tron and Audi E5 Sportback [3] - The group developed a local electronic architecture (CEA) and a vehicle platform (CMP) tailored to the Chinese market, reducing new vehicle development cycles by approximately 30% and optimizing costs by about 40% [3] - Volkswagen Group's export strategy commenced in 2025, with the first batch of vehicles successfully exported to the Middle East, aiming to expand into ASEAN, Middle East, Central Asia, Latin America, and Africa [3] Group 4: Future Outlook - Looking ahead to 2026, Volkswagen Group aims to enhance product and technology delivery in China, with plans to increase the share of new energy vehicles in overall sales [4]

Core Viewpoint - BAIC New Energy and Pony.ai have officially entered a comprehensive strategic cooperation, aiming to create a benchmark for collaborative innovation in China's intelligent driving industry through a "five-in-one" approach [1][4]. Group 1: Strategic Cooperation Details - The cooperation will focus on five key dimensions: product co-creation, market expansion, industry chain integration, ecosystem building, and capital collaboration [4]. - The product co-creation will leverage the successful mass production experience of the Arcfox Alpha T5 Robotaxi to develop a diverse L4 product matrix and extend into high-end intelligent vehicles [4]. - Market expansion efforts will include deepening domestic presence while promoting the "Chinese solution" abroad, particularly in the Middle East and Europe [4]. Group 2: Operational and Financial Aspects - The initiative aims to optimize the entire lifecycle cost of L4 vehicles by integrating supply chains and fostering a local intelligent mobility supply chain cluster [4]. - The ecosystem building will involve integrating resources across the entire value chain, including R&D, production, customer acquisition, operation, maintenance, and finance, to create a sustainable Robotaxi business ecosystem [4]. - The capital collaboration will focus on long-term strategic binding around technology, supply chain, and global market expansion, driven by mutual trust [4][6]. Group 3: Milestones and Achievements - The first mass-produced Arcfox Alpha T5 Robotaxi was officially launched in July 2025, with the first 100 units delivered within a month and 300 units produced within three months [6]. - As of now, over 600 units of the Arcfox Alpha T5 Robotaxi have been produced, capable of operating in various complex driving scenarios, including urban roads and highways [6]. - Commercial operations for the Arcfox Alpha T5 Robotaxi began in November 2025, covering key areas in Beijing and Shenzhen, including airports and business districts during peak hours [9].

Core Insights - The global smartphone market is projected to grow by 2% year-on-year in 2025, with Apple leading the market with a 20% share and a 10% growth rate [1] - The growth is driven by increased demand for high-end devices, recovery in key emerging markets, and the rising adoption of 5G devices [1] - The smartphone market's performance varies across regions, with emerging markets offsetting weaknesses in mature markets [1] Group 1: Market Performance - In Q4 2025, smartphone shipments stabilized with a 1% year-on-year growth, with Apple capturing a quarter of global shipments, marking its highest historical share [1] - Samsung follows with a 17% market share and a 5% year-on-year growth, driven by its mid-range Galaxy A series and high-end Galaxy Fold7 and S25 series [4] - Xiaomi holds a 13% market share, maintaining stability through a balanced product portfolio and strong execution in emerging markets [4] Group 2: Company Strategies - Apple's growth in 2025 is attributed to its expansion in emerging and mid-tier markets, supported by a strong product lineup, particularly the iPhone 17 series [3] - The iPhone 17 standard version has seen sales in China nearly double compared to the iPhone 16, aided by a strategy of enhancing specifications without increasing prices [4] - Vivo ranks fourth with a 3% year-on-year growth, benefiting from its high-end strategy and strong offline execution in India [5] Group 3: Competitive Landscape - OPPO's shipments declined by 4% year-on-year due to weak demand in its home market and intense competition, despite some growth in India and the Middle East [5] - Nothing and Google recorded impressive growth rates of 31% and 25% year-on-year, respectively, indicating strong performance outside the top five [6] Group 4: Future Outlook - The outlook for 2026 is cautious, with expectations of a market downturn due to supply chain constraints and rising component costs, leading to a 3% downward revision in shipment forecasts [7] - Apple and Samsung are expected to remain resilient due to strong supply chain capabilities and high-end market positioning, while lower-tier Chinese OEMs may face greater challenges [7]