Core Viewpoint - The U.S. Treasury Secretary emphasized the commitment to a "strong dollar policy," denying any plans for market intervention to support the yen, following a significant drop in the dollar index [1][3][4]. Group 1: Dollar Index and Market Reactions - The dollar index attempted to stabilize after a significant drop, which was the largest single-day decline since April of the previous year, reaching a nearly four-year low [1]. - Since President Trump's inauguration, the dollar index has seen a cumulative decline of nearly 10% [1]. Group 2: Treasury Secretary's Statements - Treasury Secretary Yellen stated that a strong dollar policy involves solidifying economic fundamentals, which should naturally strengthen the dollar over time as trade deficits are reduced [3]. - Yellen categorically denied rumors of market intervention regarding the dollar-yen exchange rate, which had been speculated following a review by the New York Fed [4]. Group 3: Market Implications and Expert Opinions - The clarification from Yellen alleviated market concerns about a potential large-scale plan to weaken the dollar, reinforcing the belief that market forces will dictate currency strength [7]. - Experts noted that while a weaker dollar could benefit exports, the long-term risks associated with a declining dollar are significant, especially given the U.S. debt level approaching $40 trillion [7].

1月29日，现货黄金站上5450美元/盎司，续创新高，日内涨0.60%。 ...

Group 1 - Amazon announced a second round of layoffs, cutting 16,000 employees, which represents about 9% of its total workforce, following a previous layoff of 14,000 employees three months earlier [1][2] - The layoffs are part of a strategy to restructure the organization to adapt to the competitive pace of the AI era, with CEO Andy Jassy aiming to transform Amazon into "the world's largest startup" [1] - The company is reducing management layers, increasing accountability, and eliminating bureaucracy to enhance decision-making speed, although it is emphasized that such large-scale layoffs will not become the "new normal" [1][2] Group 2 - The layoffs are closely linked to Amazon's aggressive investment in artificial intelligence, with Jassy indicating that many existing jobs will be replaced as generative AI and AI agents become more prevalent [2] - Affected employees will receive a 90-day internal transfer buffer period, and if they do not find new positions, they will receive severance pay and related benefits [2] - Alongside the layoffs, Amazon is also scaling back its physical retail operations by closing Amazon Fresh and Amazon Go grocery businesses, focusing instead on the Whole Foods brand to concentrate resources against competitors like Microsoft and Google in the AI computing and large model sectors [2]

凤凰网科技讯北京时间1月29日，微软公司(NASDAQ:MSFT)今天发布了截至12月31日的2026财年第二 季度财报。财报显示，按照美国通用会计准则(GAAP)计算，微软第二财季总营收为812.73亿美元，较 上年同期的696.32亿美元增长17%，按固定汇率计算同比增长15%；净利润为384.58亿美元，较上年同 期的241.08亿美元增长60%，按固定汇率计算同比增长57%。(作者/箫雨) 微软 ...

2025年全年，Meta总营收为2009.66亿美元，较2024年的1645.01亿美元增长22%；净利润为604.58亿美 元，较2024年的623.60亿美元下降3%。 Meta第四季度营收和每股收益均超出预期，推动股价在盘后大涨9%。(作者/箫雨) 凤凰网科技讯北京时间1月29日，脸书母公司Meta(NASDAQ:META)今天发布了截至12月31日的2025年 第四季度及全年财报。财报显示，Meta第四季度总营收为598.93亿美元，较上年同期的483.85亿美元增 长24%；净利润为227.68亿美元，较上年同期的208.38亿美元增长9%，其中现实实验室硬件部门营业亏 损60.2亿美元。 Meta CEO扎克伯格 ...

此举标志着中国汽车品牌在虚拟赛车领域的代表性突破，使全球玩家能够通过游戏平台体验该车型的驾 驶性能。小米汽车官方表示，欢迎全球玩家在游戏中感受小米SU7Ultra的驾驶特性。 凤凰网科技讯1月28日，小米汽车官方宣布，小米SU7Ultra将于北京时间1月29日14:00正式上线Gran Turismo7/跑车浪漫旅7(即《GT赛车7》)，成为该游戏内首台上线的中国品牌车型。 《Gran Turismo》系列以其对车辆性能的高度仿真而闻名，车型入选通常被视为对车辆工程与驾驶质感 的一种认可。 ...

Core Insights - The upgrade focuses on enhancing smart driving and smart cockpit experiences, aiming to improve travel safety and comfort [1] - The new version supports scheduled night-time automatic upgrades [1] Smart Driving Enhancements - The navigation intelligence based on the MoLA architecture has improved address ambiguity recognition [1] - The enhanced pilot assistance feature has improved obstacle avoidance smoothness and coverage for rural roads [1] - New capabilities include "K-Turn" for narrow roads and "nearby parking" functionality [1] - The active safety system now includes enhanced automatic emergency avoidance and support for loss of control assistance [1] Smart Cockpit Innovations - Introduction of a new 3D intelligent control desktop and customizable toolbar layout [1] - The MoLA architecture's universal large model and vehicle control model aim to enhance voice interaction and vehicle control understanding and execution [1] - New features include a "film space" aggregating content from multiple platforms, AI image quality enhancement called "Mountain-Sea Quality," and various themes including "Childlike Innocence" [1] - The update also introduces the "Navigator Medal System" [1] Future Developments - Specific details regarding Huawei's Qianzhijia ADS and Harmony cockpit functionalities have not been fully disclosed, with the company hinting at "many surprise features to come" [1]

Group 1 - Elon Musk proposes to schedule SpaceX's IPO for June, potentially marking a significant date for the founder [1] - SpaceX plans to raise up to $50 billion with an estimated valuation of approximately $1.5 trillion, which could become the largest IPO in history, surpassing Saudi Aramco's $29 billion raised in 2019 [1] - Major banks including Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley are set to lead this substantial transaction [1] Group 2 - The timing of the IPO in June coincides with a rare astronomical event where Jupiter and Venus will align, and it is also close to Musk's birthday on June 28 [2] - Some bankers and investors express concerns that the June timeline may be too tight, as the company still needs to file an S-1 form with the SEC and arrange a global roadshow [2] - Market conditions and sentiment are noted to be unpredictable, especially with ongoing political tensions affecting economic policies [2] Group 3 - Musk is seeking additional funding for the development of the Starship rocket system, which is crucial for competing in the AI sector against companies like Google and OpenAI [3] - SpaceX is developing technology to deploy space data centers connected through a network of 9,400 Starlink satellites [3]

凤凰网科技讯1月28日，蔚来智能驾驶研发负责人马麟在微博向用户同步最新进展，明确表示："给 ET9、全新ES8、新5566车型的用户汇报下，今天Cedar和Cedar S的1.4.0版本已经送备案了，通过后就推 送。"此举显示蔚来在推进智能驾驶全域升级的同时，正细致推进不同平台车型的版本迭代。 蔚来强调，其超前预埋的高算力硬件(如Banyan平台算力达1016TOPS)为持续软件升级提供了基础。搭 载自研5nm智驾芯片NX9031的Cedar系列车型，正陆续获得最新技术赋能。马麟亦在微博邀请用户到店 体验最新版本世界模型，并积极反馈建议。 同日，蔚来官方宣布，"蔚来世界模型(NWM)"全新版本已正式开启大规模推送。首批覆盖超过46万辆 搭载Banyan智能系统的车型。而马麟提及的Cedar及Cedar S平台车型，其对应的世界模型新版也在加紧 落地进程中。 本次升级的核心是"世界模型+闭环强化学习"技术架构。官方称，新版本实现了城区与高速领航辅助的 全面模型化，显著提升了车道选择、动态博弈与车辆控制的类人化水平，并新增了"城区领航换电"功 能，可自动衔接全国超2000座换电站。 ...

Core Viewpoint - The company expects a significant increase in net profit for 2025, driven by the successful implementation of artificial intelligence applications and the rapid deployment of its "Xunfei Spark" large model in the consumer market [1] Financial Performance - The projected net profit for 2025 is estimated to be between 785 million and 950 million yuan, representing a growth of 40% to 70% compared to the previous year [1] Industry Position - In the large model sector, the company achieved the highest number of project bids and bid amounts in the industry for 2025, with a total bid amount of 2.316 billion yuan, surpassing the combined total of the second to sixth places [1] Developer Ecosystem - The developer community on the Xunfei open platform has exceeded 10 million, including 564,000 overseas developers [1] - In 2025, the company added over 2.24 million new developers, with 1.27 million being large model developers, indicating a rapid growth in the developer base and accelerating industry empowerment [1]