Core Insights - Apple is losing its central position in the tech supply chain, as it is no longer the core customer for wafer fabs, substrate manufacturers, or key component suppliers [1] - The power dynamics in the supply chain are shifting towards AI giants like Nvidia, Amazon, Microsoft, and Google, which are now dominating the procurement of critical components [2][5] - TSMC's revenue from high-performance computing, primarily for AI chips, has risen to 58%, surpassing the 29% from smartphone processors, indicating a significant shift in focus [3] Supply Chain Dynamics - Companies that control the supply chain are more likely to succeed in competition, as they can secure better pricing and stable supply, leading to faster product launches and competitive pricing [2] - Memory chip manufacturers are reallocating production capacity from mobile and computer markets to meet the soaring demand for DRAM chips in AI data centers, resulting in rising memory prices [4][5] - Apple is facing increased competition for critical materials, such as high-end glass cloth used in chip substrates, as suppliers prioritize AI clients who offer long-term contracts [7] Manufacturer Adjustments - Foxconn, traditionally associated with iPhone assembly, is now generating more revenue from AI server clients than from consumer electronics, indicating a shift in business focus [8] - Despite these changes, Apple remains one of the largest component purchasers globally, but its influence over pricing, capacity allocation, and long-term planning is diminishing [8]

Core Viewpoint - The FTC is scrutinizing a new practice among large tech companies of acquiring talent from startups without direct acquisitions, which is seen as a way to circumvent antitrust reviews [1] Group 1: Regulatory Actions - The FTC, led by Chairman Andrew Ferguson, will begin reviewing these talent acquisitions to ensure they are not attempts to bypass merger review processes [1] - The Biden administration's strong antitrust enforcement has prompted companies to adopt more talent acquisition strategies [1] Group 2: Examples of Talent Acquisitions - NVIDIA agreed to license chip technology from startup Groq and poached its CEO Jonathan Ross, a former senior employee at Google [1] - Microsoft engaged in a $650 million deal, referred to as a "licensing fee," to attract a top AI executive [1] - Meta spent $15 billion to hire Alexandr Wang, CEO of Scale AI, without acquiring the company [1]

极为鸽派的哈塞特此前一直被视为下一任美联储主席的主要竞争者之一。与此同时，利率期货市场也开 始小幅下调6月降息的可能性，若新任主席在鲍威尔任期结束后立即就任，6月将是其主持的首次政策会 议。 特朗普的反复表态也令其内部顾问团队难以判断最终走向。一名了解遴选过程的人士称，目前竞争仍主 要集中在沃什与哈塞特之间，而谁是领跑者"在某种程度上取决于当天的情况"。 在特朗普发表上述言论后，前美联储理事凯文·沃什迅速跃升为下一任美联储主席的最热门人选。根据 备受关注的预测市场数据，沃什已明显领跑其他竞争者。 1月17日，美国总统特朗普当地时间周五在白宫的一场活动中公开称赞其经济顾问凯文·哈塞特，并表 示，在考虑下一任美联储主席人选之际，他可能更倾向于让哈塞特继续担任现有职务(国家经济委员会 主任)。 特朗普在讲话中表示："我看到凯文就在观众席上，我只想对你表示感谢。你今天在电视上的表现非常 出色。说实话，如果你想知道我的真实想法，我其实希望你继续留在现在这个位置上。" 特朗普随后进一步解释称，若让哈塞特出任美联储主席，意味着其将脱离白宫决策与对外沟通体系，而 美联储官员受制度约束往往"少发声"。在特朗普看来，这将使白宫失 ...

周五（1月16日）美股盘中，诺和诺德股价暴涨8%，最高时报62.02美元，创去年9月以来的最高水平。 不过，分析师们仍提醒，需要看到更多数据，才能全面评估Wegovy口服药的早期需求情况。 Nedelcovych也表示，他希望看到直销渠道的完整表现，该渠道对这款口服药的推广"具有显著潜力"。 尽管如此，这一初步数据仍提振了诺和诺德从主要竞争对手礼来手中夺回更多市场份额的希望。 截至发稿，诺和诺德股价报61.59美元，按美股计算总市值达2735亿美元，超过SAP重返欧盟地区前三大最具价值的上市 公司之列，仅次于阿斯麦和LVMH。 早期处方数据显示，诺和诺德在美国新推出的用于治疗肥胖的GLP-1口服药在上市初期表现令人鼓舞。 Leerink Partners分析师David Risinger在报告中引用了IQVIA截至1月9日当周的数据称，Wegovy口服药上市首周大约收获 了3100张处方。 Leerink的分析师还指出，作为对比，礼来的减肥针Zepbound在上市后的首个完整周内约完成了1900张处方。 TD Cowen的报告则参照了Symphony的数据，该行分析师在周五发布的报告中写道，对于首款减重口服药 ...

Core Points - The central viewpoint of the news is the implementation of the "Anti-Money Laundering Special Preventive Measures Management Measures," which will take effect on February 16, 2026, aimed at preventing money laundering, terrorist financing, and financing of weapons of mass destruction [1][15]. Group 1: General Provisions - The measures are established to regulate special preventive actions against money laundering based on various laws including the Anti-Money Laundering Law and the Anti-Terrorism Law [2]. - All units and individuals are required to take special preventive measures against entities listed in specific government-issued lists [2]. - Special preventive measures include immediate cessation of financial services to listed entities and restrictions on the transfer of related funds and assets [2]. Group 2: Lists and Execution - Relevant departments such as the Ministry of Public Security and the People's Bank of China are responsible for identifying, publishing, and removing names from the lists [4]. - Public awareness campaigns will be conducted to enhance understanding of money laundering and terrorist financing risks [4]. - Individuals can appeal against their inclusion in the lists through established legal procedures [4]. Group 3: Obligations of Financial Institutions - Financial institutions must establish internal control systems for anti-money laundering measures and continuously monitor the relevant lists [6]. - Institutions are required to verify customer identities against the lists when establishing business relationships or during the course of existing relationships [6]. - Any identified transactions involving listed entities must be reported to the People's Bank of China and relevant authorities [7][8]. Group 4: Legal Responsibilities - Violations of the measures by financial institutions can lead to penalties as per the Anti-Money Laundering Law [11][12]. - Specific non-financial institutions must also adhere to these measures based on their operational characteristics and risk levels [10]. - The measures emphasize the protection of the rights of third parties acting in good faith [3].

凤凰网科技讯 1月16日，罗永浩回应西贝贾国龙今晚10点的"线上约战"。罗永浩称，"估计是华与华之后，又被什么山寨公关公司忽悠了，突然有点心 酸……我能忍尽量忍吧，唉。" 稍早前，西贝餐饮董事长贾国龙发文：今晚10点，将就罗永浩对西贝的重大污蔑诽谤一一全面回应。请广大媒体，所有网友和政府有关部门关注。 在回应前，请罗永浩先就四个月来在冷冻有机西蓝花事情上欺骗全国网友，给西贝，给无数宝妈，给全国餐饮业造成的危害，认真道歉，并赔偿相应损 失。 （责任编辑：刘静 HZ010） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请 读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com ...

Core Viewpoint - XREAL has initiated a patent infringement lawsuit against VITURE in the United States, continuing its global patent enforcement efforts after previous rulings in Europe [1][2]. Group 1: Lawsuit Details - The lawsuit was filed on January 16, 2026, against VITURE's affiliates, specifically Eden Future HK Limited and Beijing Xingzhe Wujing Technology Co., Ltd. [1] - The lawsuit claims that certain VITURE products infringe on XREAL's patent (U.S. Patent No. 11,988,839), which pertains to the core optical system of augmented reality devices [1][2]. - This legal action follows a previous ruling in November 2025 by a Munich court, which found that VITURE Pro infringed on XREAL's European patent and issued a temporary injunction that remains in effect [1]. Group 2: Patent Information - The patent in question originated from an application submitted by XREAL in 2018 and was officially granted by the United States Patent and Trademark Office (USPTO) on May 21, 2024 [2]. - The patent covers critical optical architecture that enhances image quality, field of view, comfort, and privacy for AR glasses [2]. - XREAL has been dedicated to AR technology research since 2017, establishing the foundational technology architecture for consumer-grade AR glasses [2].

Core Insights - Recent policy changes allow qualifying enterprises to purchase the Flying Moutai (53 degrees, 500ml) at a price of 1499 yuan per bottle without the requirement to buy other non-standard Moutai products [1] Group 1 - Moutai's provincial direct stores have opened sales of the Flying Moutai to tax-compliant enterprises [1] - The policy this year has been significantly optimized compared to last year [1] - Qualifying enterprises can now purchase the standard Flying Moutai at a fixed price without additional purchase requirements [1]

Core Viewpoint - The current controversy in the prepared food industry highlights significant structural biases, with domestic companies misrepresenting prepared dishes as freshly made, undermining the industry's original intent to enhance hygiene and health [1][2]. Group 1: Industry Insights - The prepared food sector in China is criticized for its misleading practices, where some restaurants use technology to disguise pre-packaged meals as freshly cooked [1]. - In developed countries, prepared foods primarily serve the fast-food and consumer markets, contrasting with the practices observed in China [1]. - The media has reported that certain companies refrain from using prepared foods in their overseas outlets, indicating a double standard in operational practices [1]. Group 2: Corporate Responsibility - The response to the controversy reveals a mix of objective and sharp criticism, with acknowledgment that some companies face unjust blame, particularly regarding the high costs of frozen vegetables [2]. - The public relations efforts of affected companies were criticized for seeking leniency while displaying internal confusion and disarray [2]. - The responsibility of entrepreneurs is emphasized, with a comparison to the failure of Smartisan Technology, attributing its downfall to internal mistakes rather than external criticism [2].

Core Viewpoint - The silver market is experiencing unprecedented interest and activity, driven by geopolitical tensions, record inflows from retail investors, and expectations of U.S. tariffs on silver, leading to significant price volatility and a historic drop in the gold-silver ratio [1][3][8]. Group 1: Market Dynamics - The gold-silver ratio has fallen below 50 for the first time in 14 years, indicating a shift in market dynamics favoring silver [1]. - Silver is at the center of trade tensions, with the U.S. listing it as a critical mineral and China imposing stricter export controls, which has heightened investor interest [3]. - Retail trading activity in silver is currently 2.1 times its three-month average, surpassing both gold and cryptocurrencies, suggesting a structural increase in demand rather than just short-term speculation [5]. Group 2: Investment Trends - Retail investors have injected a record $921.8 million into silver-related ETFs over the past 30 days, marking the largest buying spree in history [6]. - The iShares Silver Trust (SLV) has seen an unprecedented 169 consecutive days of net inflows from retail investors, indicating a fundamental shift in asset allocation strategies [6]. - The expectation of potential U.S. tariffs of up to 50% on silver has led to a concentration of silver in the U.S., causing liquidity pressures in the London market and amplifying price volatility [8]. Group 3: Comparative Analysis with Gold - Goldman Sachs notes that despite the current enthusiasm for silver, gold remains a preferred alternative investment for those seeking to diversify away from dollar risk, with a projected 67% performance increase by 2025 [10]. - Gold ETFs currently represent only 0.17% of the U.S. non-cash financial investment portfolio, indicating significant room for growth compared to the peak in 2012 [11]. - The ongoing demand for gold from central banks is expected to continue, with average monthly purchases projected to reach 70 tons by 2026, significantly higher than the 17 tons average in 2022 [11]. Group 4: Future Outlook - Goldman Sachs suggests that the current speculative behavior in silver, driven by physical market tightness, may not be sustainable, and once the excitement fades, the support for silver prices could weaken [14]. - The historical volatility of silver compared to gold suggests that while silver may outperform in certain conditions, the long-term outlook for gold remains strong due to continued central bank purchases and investor diversification [14].