Core Viewpoint - Tencent's AI assistant, Yuanbao, has officially launched its social feature "Yuanbao Club" for public testing, marking a significant step in AI social applications [1] Group 1: Feature Overview - The "Yuanbao Club" allows users to create or join groups where the AI assistant participates as a "club friend" in conversations, collaboration, and entertainment interactions [1] - The public version includes features such as @Yuanbao AI dialogue, image editing, and screen sharing, along with new integrations with Tencent Video and QQ Music for synchronized viewing and listening experiences [1] Group 2: User Interaction - Users can share invitation links through platforms like WeChat and QQ to invite others to join the "Yuanbao Club" [1] - The AI can generate emojis based on conversation content and assist in summarizing chat highlights, creating plans, and setting reminders [1] Group 3: Technical Development - The "Yuanbao Club" is developed on the audio and video capabilities of Tencent Meeting, indicating Tencent's ongoing exploration in AI social applications [1] - Users can participate in the public test by updating to the latest version of the Yuanbao app [1]

凤凰网科技讯2月2日，港股低开低走，截至发稿，恒生科技指数跌幅扩大至2.2%，小鹏汽车跌超9%， 蔚来跌超6%，零跑汽车、比亚迪（002594）股份跌超5%。 2月1日，蔚来公司宣布1月交付新车27,182台，同比增长96.1%。截至目前，蔚来公司已累计交付新车 1,024,774台。蔚来全新ES8在广州完成第60,000台新车交付，历时134天。 2月1日，零跑汽车官方宣布1月零跑汽车交付量达32059台，同比增长27%。 2月1日，公布了2026年1月汽车销量数据。比亚迪新能源汽车1月总销量达到210,051辆，不过和去年同 期相比，出现了30.11%的下滑。 消息方面，多家造车新势力先后发布1月交付量，其中四家车企均实现同比增长，但相较于去年12月， 交付表现出现明显下滑。 ...

Core Viewpoint - Apple achieved record performance in the holiday quarter, but the urgency for an AI transformation is evident, necessitating a rethinking of its hardware and operating systems with an "AI-first" approach [1][2][3] Group 1: iPhone 17 Pro Success - The iPhone 17 Pro's success is attributed to its new design, long battery life, excellent performance, and attractive colors, effectively meeting key consumer demands [1] - The release strategy for the iPhone 17 was cautious, avoiding half-baked AI features and unfulfilled promises, contrasting sharply with the previous year's iPhone 16 series, which was misleadingly labeled as "AI-ready" [1] Group 2: AI Transformation Necessity - Despite strong iPhone sales, Apple lags significantly in generative AI technology compared to competitors in Silicon Valley, making long-term sales performance less meaningful without a major transformation [2][4] - The future tech landscape will be redefined by AI, and Apple must shift from an app-centric model to one driven by voice interaction and AI agents [3] Group 3: Leadership and Strategy Challenges - Apple's leadership, particularly CEO Tim Cook, has not articulated a bold AI vision, and past decisions, such as hiring John Giannandrea to lead AI efforts, are now seen as significant missteps [4] - The current ecosystem, built around apps and manual operations, risks becoming outdated as user expectations shift towards AI-driven experiences [3][4] Group 4: Competitive Landscape - Meta is significantly ahead in AI, having developed internal technologies and launched AI products like Ray-Ban smart glasses, demonstrating a commitment to AI-native hardware [5] - OpenAI poses a substantial threat, actively recruiting from Apple and showcasing strong AI capabilities, with ambitions to enter the hardware market [6][7] Group 5: Strategic Recommendations - Apple must build a sustainable and autonomous AI system internally, relying on its own high-end chip-powered server clusters for computational support, rather than depending on competitors like Google [8] - Attracting and retaining top AI talent is crucial, and Apple must recognize that hardware excellence alone will not suffice against AI-centric competitors [8]

凤凰网科技讯 2月2日，安徽蔚来总经理余东明宣布，2026年1月，蔚来全新ES8交付17,646台，历时134 天，全新ES8完成第60,000台交付。2025年12月，全新ES8零售销量达22,258台。 全新蔚来ES8纯电SUV于去年9月20日晚正式上市，售价40.68万-44.68万元，租电方案29.88万-33.88万 元。 该车长达5280mm，轴距3130mm，是目前中国市场尺寸最大的纯电SUV之一。新车内饰配备了Skyline 天际线屏幕、悬浮式中控屏以及最新升级的NOMI系统。 动力方面，新车基于全域900V高压架构打造，双电机峰值功率520kW，峰值扭矩700N m，零百加速 3.97秒，100km/h到0制动距离34.9m，标配102kWh 4C电池包，CLTC续航635km，百公里能耗 16.6kWh。 ...

Core Viewpoint - Huawei's Executive Director announced the upcoming launch of the AITO Wenjie M6, indicating a complete product lineup with the phrase "56789" and hinting at a spring release [1] Group 1: Product Announcement - The AITO Wenjie M6 is set to debut soon, completing the product series [1] - The design of the M6 follows the family style of previous Wenjie models, but it does not feature a贯穿式日行灯 (through-type daytime running light) [1] - The vehicle will have a smooth body design with rounded lines, equipped with a laser radar on the roof and electric running boards at the bottom, and is expected to include multi-piston brake calipers [1] Group 2: Future Product Matrix - In December, Huawei's Yu Chengdong revealed plans for a comprehensive product matrix by 2026, which will include the Wenjie M6 and iterations of existing models, as well as the launch of ultra-high-end luxury vehicles under the Zun Jie brand [1]

苹果一直在寻求多元化生产，近年来不断扩大印度制造业务规模。研究机构Counterpoint Research的数 据显示，自2022年以来，iPhone在印度市场的份额已翻倍达到8%。与此同时，中国仍占全球iPhone出货 量的75%，但印度的占比自2022年以来已增长三倍达到25%。 凤凰网科技讯 北京时间2月2日，据路透社报道，印度政府周日向苹果公司送出了一项重大利好，该国 允许外国公司在特定领域向其代工商提供生产设备，五年内不会产生任何税务风险。 专注印度税务的律师事务所BMR Legal合伙人尚基·阿加瓦尔(Shankey Agrawal)表示："此项豁免消除了 在印度进行电子产品制造的一个关键性障碍风险。这将促使全球电子企业更快速地扩大在印生产规模， 并增强其'印度制造'的信心。" 截至发稿，苹果尚未就此置评。(作者/箫雨) 印度政府在周日表示，"为促进代工商的电子产品生产"，该国将修改相关法律，以确保不会因为仅仅拥 有这些设备而对外国公司征税。这一决定已在印度财政部长尼尔马拉·西塔拉曼(Nirmala Sitharaman)周日 提交的2026-27年度财政预算案中正式公布。 此举可能促使苹果及其 ...

现货白银日内转涨，早盘一度跌超10%，现报85.456美元/盎司。 此前，1月31日，黄金上演史诗级崩盘，盘中最大跌幅突破12%，最终收跌9.25%。白银更惨烈，单日最大跌幅达到36%，最终收跌 26.4%，超过四分之一的市值瞬间蒸发。 金银价暴涨后又暴跌：清醒的头脑比黄金更贵，警惕金市银市那些暴富故事 相关阅读： 金价急跌之下：银行密集提示风险，部分实物金全线售罄 风暴眼丨史诗级崩盘！有人爆仓有人想退货，黄金还香吗？ | | | | | [ XAGUSD 分时 多日 日K 周K 月K 学K、1分、3月:1小时K、显示、 ② ○、 ◎ 2 [2 ] | | | | | 报价 | 资讯 · | | 评论 · | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | | 06G | XAGUSD 白银/美元 | | | | | 85.443 | | | | | | | | 0.21% | 85.456 + +0.190 +0.22% | | | 交易中 02/02 08:1 | ...

截至2026年1月31日，理想汽车在全国已有547家零售中心，覆盖159个城市；售后维修中心及授权服务 中心547家，覆盖221个城市。理想汽车在全国已投入使用3966座理想超充站，拥有21,945个充电桩。 据理想汽车董事长兼CEO李想介绍，1月，理想方面向用户推送了OTA 8.2版本系统更新，带来40项新增 功能和25项体验优化，对辅助驾驶、智能空间和智能电动体验等方面进行了升级。强化版VLA司机大 模型对物理世界的思考和理解能力迎来质变，城区复杂路况的应对更接近真人驾驶。 凤凰网科技讯 2月1日，理想汽车宣布2026年1月交付新车27,668辆。截至2026年1月31日，理想汽车历史 累计交付量为1,567,883辆。 ...

知情人士称，尽管相关讨论仍处于初步阶段，福特已探讨与小米成立合资公司，在美国制造电动汽车。 此外，福特还与比亚迪（002594）以及其他中国汽车制造商就在美国市场展开潜在合作进行了接触。 福特对此回应称："该报道完全不属实，毫无事实依据。" 截至发稿，小米尚未回应置评请求。比亚迪不予置评。(作者/箫雨) 凤凰网科技讯 北京时间2月1日，据《金融时报》独家报道，四位知情人士透露，福特汽车已与小米进 行了磋商，商讨建立合作伙伴关系。该合作可能会为小米打入美国市场铺平道路。 ...

Group 1 - The core event is a significant market crash in gold and silver prices, with gold experiencing a maximum intraday drop of over 12% and closing down by 9.25% on January 31 [4] - Silver faced an even more severe decline, with a maximum intraday drop of 36% and ultimately closing down by 26.4%, resulting in a loss of over a quarter of its market value [4] Group 2 - Following the historic crash, the CME has raised the margin requirements for trading gold and silver [5] - The volatility in gold and silver prices has led to increased caution among banks, with some warning about risks and reporting that certain physical gold products are sold out [5]