Group 1 - The core announcement from the company is that the Tengshi D9 is preparing for an OTA upgrade, which will include a parking assistance feature with external voice broadcast capabilities [1] - The company will regularly organize OTA experience camp activities, encouraging users to pay attention to official announcements and sign up based on their needs [1] - Additionally, the Tengshi Z9 dual flagship model has introduced an AI full-scene intelligent voice feedback feature, allowing users to report issues or provide feedback by simply saying "Hello Tengshi, I want to feedback," with the system ensuring that each feedback is recorded and followed up [1]

根据计划，七鲜小厨首批合伙人招募将开放京津冀、长三角、珠三角三大核心区域，覆盖北京、天津、 上海、广州、深圳等十余个重点城市。在合作模式中，七鲜小厨将提供供应链体系、厨房设备及统一的 管理标准，合伙人则主要负责提供场地并进行本地化运营。 凤凰网科技讯12月29日，京东宣布其旗下餐饮品牌七鲜小厨，正式启动面向全国的经营合伙人招募计 划，计划在2026年完成国内所有一二线城市的布局。 七鲜小厨将自己定位为"民生厨房"，主打"新鲜现炒、食材透明、后厨直播"，定价在10-20元区间，旨 在通过品质外卖替代市场上存在的"幽灵外卖"。品牌方称，其在北京的运营数据显示，旺盛的订单人气 有效带动了周边3公里范围内其他合作餐厅的外卖单量，在一些商圈实现整体增长接近10%。 目前，七鲜小厨哈尔滨首店已开业，深圳、广州、上海、天津等地的新店预计将于2026年1月集中亮 相。在此之前，其业务模式已在北京市场运行，共开设30家门店，基本覆盖北京五环内主要区域。在近 期的一次回馈活动中，北京地区日订单量突破了2万单。 ...

Core Viewpoint - The collaboration between China FAW Group and Leap Motor marks a significant strategic partnership aimed at enhancing the development and production of smart connected new energy vehicles, as well as expanding their global market presence [1] Group 1: Partnership Details - China FAW Group's wholly-owned subsidiary, FAW Equity Investment (Tianjin) Co., Ltd., will invest in Leap Motor through a private placement, becoming a strategic shareholder [1] - The partnership will focus on joint development and production collaboration in areas such as plug-in hybrid and range-extended powertrains [1] - This collaboration builds on a strategic cooperation memorandum signed earlier in March [1] Group 2: Financial Aspects - Leap Motor will issue 74.832 million domestic shares at a price of RMB 50.03 per share, totaling RMB 3.744 billion [1] - The raised funds will be allocated as follows: approximately 50% (RMB 1.872 billion) for R&D investment, about 25% (RMB 936 million) for working capital and general corporate purposes, and the remaining 25% (RMB 936 million) for expanding sales and service networks and enhancing brand awareness [1] - The shares subscribed by FAW Equity will have a one-year lock-up period [1] Group 3: Future Implications - This strategic investment is expected to lay a solid foundation for future collaboration between the two companies in commercial and industrial sectors [1]

Core Viewpoint - Silver prices have reached historic highs, with significant implications for downstream manufacturers due to supply shortages and rising demand for industrial applications [1][4]. Price Movement - In December, silver prices surged, exceeding $83 per ounce, marking a continuous increase for six consecutive trading days, with a current price of $81 per ounce [1]. - The price of silver was only $56 per ounce at the beginning of December and $29 per ounce at the start of 2025, indicating a year-to-date increase of approximately 180% [3]. Supply and Demand Dynamics - The global silver market has been in a structural deficit for five consecutive years, with physical inventories rapidly depleting and major exchange stock levels significantly declining [3]. - In 2025, global silver demand is projected to reach 1.24 billion ounces, while supply is expected to be only 1.01 billion ounces, resulting in a supply gap of 100 to 250 million ounces [3]. Industrial Applications - Silver is essential in various industrial processes, including electrification, solar panels, electric vehicles, and data centers, all of which are experiencing growing demand [5]. Market Sentiment - Analysts are divided on the future of silver prices, with some optimistic about prices potentially exceeding $100 per ounce next year, while others warn of a potential correction due to overvaluation [8]. - Concerns have been raised about the rapid increase in precious metal prices being driven by insufficient market liquidity, which could lead to a swift decline [8]. Geopolitical Factors - Geopolitical risks and expectations of further interest rate cuts by the Federal Reserve in 2026 have bolstered demand for safe-haven assets like silver [3][7]. - The availability of silver is also influenced by ongoing investigations into the national security risks of key mineral imports, which may lead to tariffs or trade restrictions [7].

但他警告称，"那些轻松的日子已经结束。外国政府目前在整体国债市场中的占比已不足15%。" 尽管外国政府并未抛售国债，持有量其实仍与15年前大致相当，但它们也并未随着美国国债发行的激增 而增加购买——尤其是在当前美国联邦债务总额已激增至逾38万亿美元的背景下。 而与此同时，Ngarmboonanant注意到，以对冲基金为代表的私人投资者接手了大量国债供应，但他们 更可能要求更高的回报率，从而导致利率波动加剧。 截至2025年12月，美国联邦政府债务规模已突破38.5万亿美元，继续刷新着历史新高。而在这背后，一 个影响深远的买家群体转换也正在发生——过去十年间，美国国债持有者的结构发生了剧变，更多转向 追求利润的私人投资者，而对价格敏感度较低的外国政府投资者占比则持续下降。 上周五，摩根大通董事总经理、前美国财政部长耶伦的副幕僚长Geng Ngarmboonanant就在最新专栏 文章警告了这一令人不安的现象。他指出，这种变化可能导致美国金融体系在市场动荡时期变得更加脆 弱。 Ngarmboonanant表示，外国政府持有的美国国债占比在2010年代初曾超过40%。这批可靠的投资者曾使 美国得以在人为压低的利率下 ...

Core Viewpoint - The ongoing conflict between Israel and Hamas is significantly impacting Israel's technology sector, leading to increased employee requests for overseas assignments and potential investment relocations by multinational companies [1][2]. Group 1: Impact on Workforce and Investment - A report indicates that 53% of surveyed companies have seen an increase in requests from Israeli employees for overseas assignments, which may harm local innovation and Israel's technological leadership over time [2][3]. - Some multinational companies are considering relocating investments and operations to other countries due to the ongoing conflict and supply chain disruptions [2][3]. Group 2: Business Resilience - Despite the challenges, approximately 57% of companies maintained stable business operations during the conflict, and 21% even expanded their operations in Israel, indicating continued confidence in the local ecosystem [4]. - The report highlights that the Israeli high-tech industry has demonstrated resilience and leadership in innovation, with multinational companies reaffirming their commitment to Israel as a key business hub [4].

Core Insights - The company, LeDao Auto, has announced an investment of over 4,409 new batteries as of December 27, achieving an overall progress of 55.11% towards its battery deployment goal [1] - By mid-January 2024, LeDao aims to complete the deployment of over 8,000 new battery packs, effectively doubling its battery supply [1] - The battery deployment plan is part of a nationwide battery doubling initiative, which includes the addition of 4,500 units of 85kWh battery packs [1] Deployment Plan - The battery deployment plan is expected to be completed by mid-January 2026, resulting in a total battery count that is double the previous amount in the national battery swap network [1] - This initiative is designed to meet the battery swap demand during the Spring Festival travel period in 2026 [1] - The distribution of the new batteries will be based on regional user ownership and swap volume, with a priority on replenishing northern regions [1] User Support - The company will introduce flexible upgrade coupons for the new 85kWh batteries, allowing users to enhance their vehicle's range as needed during the winter season [1]

Core Viewpoint - Apple is set to launch multiple innovative products in 2026, including a foldable iPhone, a new entry-level MacBook, an OLED iPad mini, a redesigned MacBook Pro, a new Studio Display, and a smart home hub device. Group 1: Foldable iPhone - The upcoming foldable iPhone, named iPhone Fold, will feature a horizontal folding design with an inner screen size of 7.8 inches and an outer screen of 5.5 inches, making it a compact model among foldable devices [2] - Apple aims to achieve a seamless display without visible creases and is likely to incorporate Touch ID instead of Face ID, utilizing a titanium frame for the device [2] Group 2: Entry-Level MacBook - Apple plans to introduce a new entry-level MacBook positioned below the MacBook Air series, equipped with the A18 Pro chip and a 13-inch display, with a starting price potentially set at $699 [3][4] - The specific trade-offs made to achieve this price point remain unclear [3] Group 3: OLED iPad Mini - The redesigned OLED iPad mini will be the first update since 2021, featuring upgraded display technology and enhanced water resistance, powered by the A19 Pro chip [5] Group 4: Redesigned MacBook Pro - The 2026 MacBook Pro will undergo its first redesign since 2021, focusing on a lighter and thinner body while introducing OLED screens to the MacBook line [6][7] - The new model is expected to support touch screens and 5G connectivity, with the M6 series chip being the first to utilize a 2nm process technology [7] Group 5: New Studio Display - Apple is anticipated to release one or two new Mac external displays, with a 27-inch size and likely mini-LED panels, featuring an upgrade to the A19 Pro chip compared to the current A13 Bionic in the existing Studio Display [10] Group 6: Smart Home Hub - Apple is developing a smart home hub device, referred to as "HomePad," which will integrate a 7-inch display and run on a new home operating system, homeOS, aimed at providing refined control for smart homes [11][12] - The device will also feature the A18 chip and is expected to launch in 2026, contingent on resolving issues with the AI version of Siri [12]

Core Insights - The "WIN" series launch by Honor signifies a strategic shift towards a more aggressive and youthful branding approach, aiming to resonate with younger consumers in the competitive smartphone market [1][2][5] - The marketing strategy emphasizes a blend of performance and emotional connection, utilizing relatable language and community engagement to rebuild trust with the target audience [2][3][4] Group 1: Product and Market Strategy - The "WIN" series is positioned as a performance-driven product aimed at the esports segment, which Honor views as a key area for brand rejuvenation [2][5] - The marketing campaign effectively utilized social media and short video formats to create anticipation prior to the launch, showcasing a modern approach to consumer engagement [3][6] - Honor's collaboration with popular figures, such as actor Xiao Zhan, serves to bridge the gap between the brand and younger audiences, transforming technical specifications into relatable emotional narratives [2][3] Group 2: Brand Image and Consumer Engagement - Honor's new management team demonstrates a commitment to listening to consumer feedback and engaging in open dialogue, marking a shift from a top-down communication style to a more interactive approach [4][5] - The brand's willingness to embrace self-deprecation and address consumer skepticism directly has fostered a more relatable and trustworthy image among younger consumers [3][4] - The overall strategy reflects a return to fundamental marketing principles, focusing on product quality and effective communication to establish a strong market presence [5][6]

该工厂于5月16日正式投产，并同步下线第2859万辆长安汽车（000625）。根据规划，长安将于2025年 在欧洲发布品牌，推进东南亚、独联体、中南美及中东非等区域的布局，实现多品牌海外全面导入。 凤凰网科技讯12月28日，长安深蓝汽车宣布，泰国罗勇工厂首批500台整车出口欧洲，包含首批深蓝 S05。 ...