Market Overview - On January 4, U.S. stock indices collectively declined, with financial stocks leading the drop due to concerns over Trump's proposed credit card interest rate cap [1][2] - The Dow Jones fell by 398.21 points (0.80%) to 49,191.99, the Nasdaq decreased by 24.03 points (0.10%) to 23,709.87, and the S&P 500 dropped by 13.56 points (0.19%) to 6,963.71 [3] - The financial sector within the S&P 500 fell by 1.84%, contributing significantly to the overall market decline [3] Financial Sector Impact - JPMorgan Chase executives, including CEO Jamie Dimon, warned that Trump's plan to cap credit card interest rates at 10% could severely impact consumers, reigniting a sell-off in financial stocks [1][2] - Visa and Mastercard experienced significant stock price declines as a result of the proposed credit card interest rate cap [2] - Analysts expect S&P 500 companies to report an 8.3% year-over-year increase in earnings per share for the last quarter of 2025, despite the current market pressures [2] Company Performance - JPMorgan Chase's stock fell by 4.23%, despite exceeding revenue and earnings expectations for Q4, due to challenges in its investment banking and Apple Card provisioning [4] - Delta Air Lines' stock dropped by 2.4% after reporting profits above market expectations but failing to meet revenue forecasts [4] - Boeing's stock rose by 2% as the company reported net orders of 1,173 aircraft in the previous year, surpassing European competitor Airbus for the first time since 2018 [4] Notable Stock Movements - Moderna's stock surged by 17.1%, becoming one of the best performers in the S&P 500, as the company projected higher revenues for 2025 than previously forecasted [5] - Major tech stocks showed mixed performance, with Intel rising over 7% to reach a near two-year high, while others like Tesla and Amazon saw declines [4][5] Upcoming Developments - Delta Air Lines announced an agreement to purchase 30 Boeing 787-10 wide-body aircraft, with an option for an additional 30, scheduled for delivery starting in 2031 [8] - Meta Platforms is in discussions to double the production capacity of its AI smart glasses to 20 million units by the end of 2026, in response to growing demand [6]

凤凰网科技讯1月13日，阿维塔科技副总裁雍军回应了1月6日南宁的阿维塔撞车事故，称已经第一时间 跟进核实，事发时车辆全程处于人工驾驶状态，也已排除是因车辆问题导致的事故。他也提醒，春节将 至，希望大家安全出行。也希望大家不传讹、不信讹。 ...

5.5 u 4 4 3.23.33.1 3.4 3.3 3.1 3 3.3 3.2 2.8 w 2 2 1 0 023年12月 2024年11月 024年12月 2023年1月 023年10月 2023年11月 2024年1月 2024年2月 2024年3月 2024年9月 2024年10月 2025年1月 025年2月 025年3月 2025年5月 025年10月 ---------- 023年2月 023年3月 023年4月 2023年5月 023年6月 023年7月 023年8月 2023年9月 2024年4月 2024年5月 2024年6月 2024年7月 2024年8月 2025年4月 2025年6月 025年7月 2025年9月 2025年8月 ნ 美国12月消费者价格指数同比增长2.7%，预估为2.7%，前值为2.7%。 美国12月核心消费者价格指数同比增长2.6%，预估为2.7%；环比增长0.2%，预估为0.3%。 ...

Core Insights - Apple and Google have entered a multi-year agreement for Apple to utilize Google's Gemini to drive its next-generation foundational models, indicating a strategic partnership in AI development [1] - Analyst Ming-Chi Kuo suggests that Apple's decision to collaborate with Google is driven by short-term challenges, including the need for a successful AI demonstration at WWDC and rising user expectations for AI service quality [1] - The partnership is expected to alleviate immediate pressures on Apple, although the long-term challenge remains in enhancing its control over core AI technologies [1] Company Developments - Apple's self-developed AI server chips are projected to begin mass production in the second half of 2026, with its own data centers expected to start construction and operations in 2027, indicating a significant anticipated growth in demand for device-side AI starting in 2027 [2]

Core Viewpoint - The general manager of Red Magic gaming phones criticizes the industry for its trend of copying designs, particularly calling out the lack of originality in new product releases [1] Group 1: Industry Critique - The gaming phone industry is accused of lacking innovation, with products being mere iterations of existing models rather than offering new features [1] - Specific examples of copying include imitating the iPhone 17 Pro and Air, as well as minor modifications to previous models [1] - The general manager expresses a desire for competitors to be more sincere and put more effort into their designs [1] Group 2: Upcoming Product Launch - Red Magic is set to launch the Red Magic 11 Air on January 20, which will feature a "fully transparent design" for the first time [1]

Group 1 - ZEEKR has completed the OTA 6.7 update for all models equipped with the 8295 intelligent cockpit computing platform, allowing owners to use their vehicles normally after the update [1] - The OTA update is delivered via silent download during driving and supports breakpoint resume, but vehicles cannot be used during the installation process [1] - ZEEKR 8X and 9X are built on the Haohan-S architecture, with the 8X positioned as a high-performance flagship SUV and the 9X as a super-luxury flagship SUV, with plans to launch the 9X in overseas markets in the second half of 2026 [1] Group 2 - ZEEKR is executing a purchase tax subsidy plan for all models ordered before December 31, 2025, ensuring that customers whose vehicles are delayed due to ZEEKR's reasons will receive a subsidy deducted from the final payment [2] - Customers who ordered before December 31, 2025, and whose vehicles arrive in the delivery city before the deadline but fail to complete payment and pickup for personal reasons will still be eligible for the purchase tax subsidy announced in January 2026 [2] - The company has acknowledged communication issues between store staff and customers regarding the subsidy policy and has implemented corrective measures and penalties for responsible personnel [2]

Core Viewpoint - The civil aviation industry should shift towards technology and service-driven strategies to enhance profitability, rather than relying on price control measures [1][11]. Group 1: Industry Challenges and Responses - The civil aviation sector suffered cumulative losses of nearly 400 billion during the pandemic, with 2023 showing a significant reduction in losses, yet still exceeding any year prior to the pandemic [3]. - In 2025, the industry is projected to achieve a profit of 6.5 billion, driven by a 10.5% increase in total transport turnover and a 5.5% rise in passenger transport volume [3]. - The average economy class ticket price is expected to decline by 12.7% in 2024 and further by 2.9% in 2025, as airlines adopt a "price for volume" strategy to capture market share [3][4]. Group 2: Regulatory Measures - The Civil Aviation Administration plans to establish a passenger transport cost investigation method by 2026 and enhance monitoring of pricing to prevent unhealthy competition [1][4]. - Data collection from airlines is underway to assess cost structures for different routes, which will inform the upcoming price monitoring and warning mechanisms [4]. Group 3: Legal and Competitive Landscape - The definition of "cost price" in aviation is complex, as it includes various expenses beyond just material costs, making pricing strategies more intricate compared to other industries [5]. - Legal frameworks, such as the Anti-Unfair Competition Law and the Anti-Monopoly Law, prohibit below-cost pricing and price-fixing agreements among competitors, which complicates the pricing strategies in the aviation sector [6][7]. Group 4: Service and Innovation Focus - The industry recognizes that enhancing service quality is essential for increasing demand and profitability, as evidenced by proposed amendments to the Civil Aviation Law aimed at improving passenger rights [10][11]. - The successful "de-involution" strategies seen in other sectors, like the photovoltaic industry, highlight the importance of reducing excess capacity and improving product quality rather than merely controlling prices [9].

Core Viewpoint - Malaysia is taking legal action against Elon Musk's social media platform X for failing to protect its users, particularly in light of issues related to the AI tool Grok, which was recently banned due to generating inappropriate content [1] Group 1: Legal Action - The Malaysian Communications and Multimedia Commission plans to file a lawsuit against X and Musk's AI company xAI LLC for not ensuring user safety while using Grok [1] - This legal action represents an escalation in Malaysia's efforts to protect its citizens from harmful online content [1] Group 2: Content Regulation - Malaysia recently restricted access to Grok, following Indonesia's lead, due to its repeated misuse for generating obscene and offensive content, including images involving women and minors [1] - The Malaysian government is actively seeking to safeguard its citizens from harmful digital content [1]

今日（1月13日），有色金属龙头股紫金矿业再度拉升，收盘涨幅近2.63%，盘中股价一度冲至38.90 元，创历史新高。同时，其全天成交额118.81亿元，较昨日继续放量，同时也已连续3个交易日成交额 维持在百亿规模。 注：紫金矿业近期持续走高（截至1月13日收盘） 融资余额持续新高，万亿俱乐部添一员 自去年年末以来，紫金矿业股价持续走高，截至今日收盘，其近20个交易日累计共上涨近21%。受连日 攀升提振，紫金矿业的市值规模不断上升，以收盘数据统计，其今日首次站上万亿市值关口，总市值 （证监会算法）达10044亿元，成为"万亿俱乐部"中的一员。其中，紫金矿业A股市值近7878亿元，在 整个A股市场中位居第十位。 注1：紫金矿业总市值规模变动情况（截至1月13日收盘）注2：总市值以证监会算法统计（A股股本*A 股股价+其他市场股本*其他市场股价*汇率） 以资金面层面统计，紫金矿业近期持续获融资客加仓。截至1月12日数据，其目前融资余额已达91.59亿 元，不仅为首次突破90亿元关口，同时也创历史新高，其年内累计获增持近10.24亿元，增幅近12.6%。 其中，融资客在12月29日（2025年）、1月7日、1月12 ...

贝莱德全球固定收益首席投资官、美联储主席潜在"接班人"里克·里德（Rick Rieder）最新表态称， 美 联储必须将利率降至3%，并强调美联储是独立的。 此前有报道称，美国总统特朗普本周四将就美联储主席一职面试里德。在最新采访中，里德尔重申了他 对将美国利率降至3%的支持，这将是三年多来的最低水平。 "美联储必须把利率降到3%，我认为这更接近中性水平。"他说道。 这将使借贷成本比目前水平至少下降50个基点。作为背景，美联储去年最后4个月里三度降息，目前联 邦基金利率处于3.5%至3.75%区间。但目前美联储官员对2026年的降息预期中位值只有1次（25个基 点），而市场的预期为至少两次。 里德继续说道："听着，我认为美联储可以做一些事情。几个月来，我一直都在公开表达我的观点。我 认为美联储必须降低利率。" "顺便说一句，我认为利率不必降得那么低。但美联储必须将利率降至3%——我认为这更接近中性水 平。"他补充说。所谓"中性水平"指的是借贷成本的理论水平，它既不刺激经济也不限制经济，能够保 持美国经济稳定。 里德还表示，他并不担心美联储的独立性。 他说："归根结底，无论谁坐在那个位置上——不仅仅是那个位置，而 ...