Core Viewpoint - The upcoming rebalancing of the Bloomberg Commodity Index (BCOM) is expected to negatively impact precious metals like gold and silver, while benefiting crude oil and other energy commodities [2][4]. Group 1: Market Predictions - Daniel Ghali from TD Securities predicted a potential 13% sell-off of open contracts in the COMEX silver market, leading to a significant drop in silver prices and ongoing liquidity issues [1]. - Hsueh from Deutsche Bank indicated that the rebalancing could result in a downward adjustment of gold's weight from 20.4% to 14.9%, and silver's weight from 9.6% to 3.94% [2][3]. Group 2: Rebalancing Details - The BCOM rebalancing will occur from January 9 to January 15, 2024, and will not be completed in a single day [5]. - The largest supply impact from the rebalancing is expected to come from silver, aluminum, and gold, while the largest demand impact will be seen in WTI crude oil, natural gas, and low-sulfur diesel [5]. Group 3: Historical Context - Historical data shows that significant weight changes in the BCOM have generally correlated with price movements of the respective commodities, with the exception of gold in the previous year [8]. - The estimated impact of a 2.4 million ounces gold sell-off could lead to a price decrease of 2.5% to 3.0%, depending on the analysis method used [7].

国际空间站 凤凰网科技讯北京时间1月8日，据彭博社报道，由于一名宇航员突发医疗紧急状况，美国宇航局 (NASA)正在考虑提前结束国际空间站上的一项任务。 "安全执行我们的任务是我们的重中之重，我们正在积极评估所有方案。"NASA在一份声明中称。 此次事件涉及一名身份暂未公开的宇航员，其状况目前稳定。NASA表示，将在24小时内提供进一步更 新。 Crew-11任务在去年8月启动，使用的是SpaceX的"奋进号"载人龙飞船。执行该任务的团队包括NASA宇 航员泽娜.卡德曼(Zena Cardman)和迈克.芬克(Mike Fincke)、日本宇宙航空研究开发机构的油井龟美也 (Kimiya Yui)，以及俄罗斯国家航天集团的宇航员奥列格.普拉托诺夫(Oleg Platonov)。 太空行走是国际空间站任务的关键组成部分，其目的之一是检查和维护日益老化的空间基础设施。鉴于 该轨道实验室服役时间已长且维护成本不断攀升，它最迟将于2031年退役。(作者/箫雨) NASA此前表示，下一批参与SpaceX Crew-12任务的四名宇航员，最早将于2月15日发射升空。 NASA周三表示，在新出现的健康问题导致1月8日的太空 ...

Core Insights - Gold has surpassed U.S. Treasury bonds to become the largest reserve asset globally, driven by significant price increases and central bank purchases [1][3] - As of November 30, the total official gold reserves held by foreign governments exceeded 900 million troy ounces, valued at approximately $3.82 trillion, compared to nearly $3.88 trillion in U.S. Treasury securities [1] - The last time foreign institutions held more gold than U.S. Treasury bonds was in 1996, indicating a significant shift in reserve asset preferences [3] Group 1 - The value of U.S. official gold reserves is projected to reach $3.93 trillion by year-end, surpassing the value of foreign-held U.S. Treasury securities [3] - The rise in gold's status as a reserve asset reflects a decrease in countries' exposure to the U.S. financial system, potentially due to dollar depreciation and risks associated with U.S. sanctions [3] - Gold prices increased by 66% over the past year, highlighting its appeal as a safe-haven asset amid market uncertainties [3] Group 2 - The long-term trajectory of gold prices is influenced by various factors, including U.S. monetary and fiscal policies, low interest rates, and high inflation [4] - Market sentiment on gold's future is mixed, with most institutions optimistic about gold prices, while some, like Capital Economics, predict a decline in 2026 due to waning retail investor demand [4] - The recent surge in gold prices has been primarily driven by retail investor demand in the West, which may diminish if expectations regarding Federal Reserve interest rate cuts are proven incorrect [4]

公测当天，"鹅鸭杀手游公测"等相关话题轮番登陆抖音、B站、微博、小红书等平台热搜榜。当晚，游 戏官方赛事综艺《鹅斯卡之夜》第二季启动，游戏主理人大司马回归，与全明星主播阵容共同参与直 播，推高用户关注度。 此次《鹅鸭杀》手游的公测表现，被视为其端游IP人气与前期测试积累的反馈。虎牙方面表示，该成绩 体现了其通过内容营销带动渠道发行的模式有效性，未来将继续围绕游戏构建内容生态，拓展主播合作 与赛事玩法，以强化IP长效运营。 凤凰网科技讯 1月8日，由虎牙与金山世游联合发行的《鹅鸭杀》手游于1月7日正式开启公测。数据显 示，游戏上线24小时内新增注册用户突破500万，并迅速登顶iOS免费榜，同时在多家应用商店游戏榜 单中位列榜首。 ...

2026年1月8日，北京智谱华章科技股份有限公司（02513.HK）（以下简称"智谱"）正式在港交所挂 牌，成为全球首家以通用人工智能基座模型为核心业务的上市公司。其股票代码"02513"寓意"AI我一 生"。 智谱成立于2019年，由清华大学技术成果转化而来，专注AGI研发。弗若斯特沙利文报告显示，按2024 年收入计算，智谱在中国独立通用大模型开发商中排名第一，在所有通用大模型开发商中排名第二。 根据招股书，2022年、2023年、2024年、2025年1-6月，智谱收入分别为0.57亿元、1.25亿元、3.12亿 元、1.91亿元，净利润分别为-1.44亿元、-7.88亿元、-29.58亿元、-23.58亿元，研发费用分别为0.84亿 元、5.29亿元、21.95亿元、15.95亿元；2022年至2025年上半年，其累计营收为6.85亿元，累计净亏损为 62.47亿元，累计研发费用为44.03亿元。同期，其经调整的净亏损分别为-0.97亿元、-6.21亿元、-24.66 亿元、-17.52亿元。 智谱董事长刘德兵在上市致辞中表示："全球范围内通用大模型企业第一次以这样的方式走向公开市 场，非常有幸，智谱 ...

有网友询问新公司招聘相关问题，王腾回应称"前一百号员工我都会自己聊"。另有网友建议开发针 对"睡眠瘫痪症"的监测与提醒功能，王腾回复"收到"。 凤凰网科技讯 1月8日，原小米中国区市场部总经理、REDMI 品牌总经理王腾在微博发长文宣布，自己 筹备创业的新公司"今日宜休"已成立，并在微博评论区回复了部分网友的问题。博主@数码闲聊站询问 王腾："有兴趣接入米家生态吗？"，王腾答道："接，必须接"。 ...

Core Insights - Faraday Future (FF) has outlined its 2026 plan and introduced the FX Super One's key milestones during its shareholder day event in Las Vegas, marking a new growth trajectory for the next decade with a dual focus on EAI vehicles and robots [1] Group 1: Five-Year Business Plan - The company aims to produce and sell 400,000 to 500,000 vehicles over the next five years, primarily from the FX Super One and FX4 models, targeting markets in the U.S., Middle East, and other high-value regions [1][4] - The peak annual sales target for the FX Super One is set at 55,000 units, with the U.S. final launch scheduled for Q2 of this year [1][2] Group 2: FX Super One Delivery Plan - The delivery of FX Super One in the U.S. will occur in three phases, starting with a limited release of 50 units in Q2, followed by 200 units in Q3, and a full-scale launch in Q4 or Q1 of the following year [2][3] - The company expects to achieve positive gross profit contributions during these phases, with production ramping up significantly in subsequent years [2] Group 3: Financial Goals - FF targets to achieve positive operating cash flow within three years and aims for a gross margin exceeding 20% [1][4] Group 4: EAI Robotics Strategy - The company has officially launched its embodied AI robotics strategy, aiming to become the first U.S. company to deliver humanoid robot products and a leading player in the AI robotics sector [5] - A private showcase of the first FF embodied AI robot products was held, with a public launch planned during the NADA convention on February 4 [5] Group 5: Leadership Vision - The founder and co-CEO expressed optimism for 2026, emphasizing the commitment to ensure the successful mass production and delivery of the FX Super One, marking a new era of parallel development for EAI smart vehicles and robots [6]

智谱 凤凰网科技讯北京时间1月8日，据彭博社报道，智谱今天正式在港交所挂牌上市，成为"全球大模型第 一股"。智谱董事长刘德兵在接受采访时表示，AI价格战将会扩大到国际市场。 目前，智谱正加速向海外拓展用户和知名度。智谱联合创始人兼董事长刘德兵在接受彭博电视采访时表 示："一旦市场通过充分竞争而成熟，更多人将会了解这些模型的能力、性能和定价，市场将达到一种 均衡状态。" 和硅谷AI公司相比，中国创业公司在运营资金、计算资源和人员规模上要小得多，但它们正通过持续 升级，并向程序员和企业客户提供性能相当但价格低得多的服务，不断缩小差距。以智谱为例，其AI 编程助手每月收费仅20元人民币(不到3美元)，大约是Anthropic旗下Claude的七分之一。 "中国市场竞争异常激烈，这自然会把价格拉低到这个水平。但随着我们在全球范围内竞争，国际用户 无疑会认识到其中的价值。如果我们能持续保持对手七分之一的价格，我们将拥有一个全球市场必然会 接受的独特优势。"刘德兵称。 智谱此次通过在港交所上市融资5亿多美元，其对手MiniMax也将于周五在港交所上市。(作者/箫雨) ...

Core Viewpoint - The new federal dietary guidelines emphasize cooking at home and avoiding highly processed foods, reflecting the Trump administration's approach to "healthy eating" [1][2]. Group 1: Changes in Dietary Guidelines - The guidelines have undergone significant changes for the first time in over 40 years, with a new visual representation in the form of an inverted "food pyramid" [2]. - The guidelines specifically recommend avoiding ultra-processed foods and encourage home cooking, prioritizing nutrient-dense foods [5]. - The updated guidelines criticize past recommendations that promoted "low-quality, highly processed foods" [8]. Group 2: Nutritional Recommendations - The new guidelines suggest limiting added sugars to no more than 10 grams per meal and emphasize the importance of protein intake, recommending 1.2 to 1.6 grams of protein per kilogram of body weight, up from the previous recommendation of 0.8 grams [8]. - There is a shift towards endorsing whole-fat dairy products and red meat as sources of "nutrient-dense" protein, contrasting with previous guidelines that favored low-fat options [8]. - The guidelines continue to support the consumption of fruits, vegetables, whole grains, poultry, seafood, and nuts as the foundation of a healthy diet [8]. Group 3: Reactions to the New Guidelines - The American Medical Association (AMA) praised the guidelines for highlighting the role of processed foods and sugary drinks in chronic diseases [10]. - Concerns were raised by experts like Dr. Walter Willett from Harvard regarding the potential encouragement of excessive red meat and dairy consumption, which may not align with optimal health or environmental sustainability [10]. - Dr. Dariush Mozaffarian from Tufts University echoed these concerns, noting that many Americans already consume sufficient protein without needing to increase red meat intake [10].

马斯克与奥特曼将对簿公堂 罗杰斯在周三的听证会上表示，她认为现有证据足以表明马斯克可能受到了欺骗，因此该案应提交陪审 团审理。庭审定于3月进行。 "曾有人作出保证和承诺，称(非营利)架构将得以维持。但大量信息并未被披露。"她表示。罗杰斯也认 为，"辩方提出了强有力的论点"。 "我认为应该由陪审团来做出裁决。"她表示。 OpenAI的律师否认了马斯克的指控，称马斯克早在2018年就已知晓公司转向营利模式的计划。OpenAI 还指出，公司仍然由其非营利机构控制。 OpenAI发言人对《商业内幕》表示："马斯克的诉讼依然毫无根据，属于其持续骚扰模式的一部分，我 们期待在庭审中证明这一点。我们仍专注于赋能OpenAI基金会，该基金会已是资源最丰富的非营利组 织之一。" 截至发稿，马斯克发言人尚未就此置评。(作者/箫雨) 凤凰网科技讯北京时间1月8日，据《商业内幕》报道，OpenAI CEO萨姆.奥特曼(Sam Altman)和特斯拉 CEO埃隆.马斯克(Elon Musk)将要在法庭上正面交锋了。 在周三的听证会上，加州地方法院法官伊冯.冈萨雷斯.罗杰斯(Yvonne Gonzalez Rogers)表示，她计划驳 ...