Feng Huang Wang
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午评:沪指半日涨0.49%,资源股集体爆发
Feng Huang Wang· 2026-01-28 03:39
Group 1 - The three major indices showed mixed performance, with the Shanghai Composite Index rising while the ChiNext Index experienced a decline of over 1% at one point [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.91 trillion yuan, an increase of 39.3 billion yuan compared to the previous trading day [1] - Over 3,500 stocks in the market declined, indicating a broader market weakness despite some sectors performing well [1] Group 2 - Resource stocks saw a collective surge, with precious metals and oil & gas sectors leading the gains; notable performers included China Gold with four consecutive trading limits and China National Offshore Oil Corporation rising over 7% to set a new historical high [1] - The disperse dye concept stocks also performed strongly, with Zhejiang Longsheng, Runtu Co., and Yabang Investment hitting their trading limits [1] - Storage chip concept stocks were active, with Puran Co. rising over 15% to reach a new historical high, and Gipai Technology hitting the 20% trading limit [1] Group 3 - In contrast, the virus prevention concept stocks collectively fell, with Zhijiang Biology dropping over 9% [1] - At the close, the Shanghai Composite Index rose by 0.49%, the Shenzhen Component Index increased by 0.09%, while the ChiNext Index fell by 0.37% [1]
蔚来世界模型NWM新版推送:新增城区领航换电功能
Feng Huang Wang· 2026-01-28 02:55
新版本还新增了"城区领航换电"功能,可支持全国超过2000座二代及以上换电站,实现在城区场景下从 领航驾驶到自动换电的衔接。蔚来表示,其高算力硬件(如Banyan平台算力达1016TOPS)为此次模型升 级提供了支撑。 根据规划,蔚来将在2026年继续加大云端训练算力投入,以加快智能辅助驾驶功能的迭代速度。 该新版本重点提升了全域领航辅助的基础行车能力,为用户提供选道准、博弈强、控车稳的行车体验, 安心与效率兼顾。同时,其优化了跟随导航路线的车道选择能力、避让车流及动态选道能力,并新增效 率换道。连续路口的合理选道能力、路口通过能力、道路行驶的通行效率,都得到了大幅提升。 此外,该版本能够积极根据车流博弈找空变道,变道更果断、更顺畅。同时,优异的窄路表现也得到了 延续,在人车混行中既能留足安心感,也能找到空隙高效通行。 凤凰网科技讯1月28日,蔚来汽车正式推送"蔚来世界模型NWM"全新版本。首批更新覆盖超过46万辆搭 载"Banyan榕"系统的车型,而"Cedar雪松"及"Cedar S雪松"车型也将在近期获得推送。 此次升级的核心是采用了"世界模型+闭环强化学习"的研发范式。据称,该系统可将城区与高速领航辅 ...
现货黄金价格涨破5200美元,金饰克价站上1600元
Feng Huang Wang· 2026-01-28 02:41
Group 1 - The core point of the news is that spot gold prices have surged significantly, reaching a historical high of $5,216.368 per ounce, with an increase of over 20% since the beginning of the year, translating to a rise of more than $900 [1][3] - Spot gold prices broke through the $5,190 per ounce mark on January 27, marking a continuous upward trend [3] - The increase in gold prices is attributed to factors such as changes in geopolitical dynamics and a persistently loose liquidity environment, with expectations of continued interest rate cuts by the Federal Reserve [3] Group 2 - The demand for precious metals, particularly gold and silver, is rising as global investors seek strategic allocations in a highly uncertain economic and political environment [3] - Domestic gold jewelry prices have also reached historical highs, with prices exceeding 1,600 yuan per gram [3] - The recent announcements from investment funds, such as the suspension of subscription services for certain gold and silver funds, indicate a response to the current market conditions [5]
多家品牌金饰克价大幅上调,老凤祥克价1620元
Feng Huang Wang· 2026-01-28 01:48
1月28日,现货黄金再创新高,首次突破5200美元/盎司。国内黄金饰品价格对比显示,多家黄金珠宝品 牌当日公布的境内足金首饰价格大幅上调,周生生报价1614元/克,周大福报价1618元/克,老凤祥报价 1620元/克,老庙黄金报价1612元/克。 ...
孙正义豪赌OpenAI 软银拟追加投资300亿美元
Feng Huang Wang· 2026-01-28 01:21
Group 1 - SoftBank, led by Masayoshi Son, is negotiating to invest up to $30 billion in OpenAI, which will increase its already significant stake in the company [1] - OpenAI is seeking to raise up to $100 billion from investors, with a potential valuation of $830 billion if the full amount is secured [1] - The financing negotiations are ongoing, and the terms may still change [1]
再创新高,现货黄金首次突破5200美元
Feng Huang Wang· 2026-01-28 01:21
1月28日,现货黄金涨势不减再创新高,首次突破5200美元/盎司,本月累计上涨逾880美元。 个别机构看多黄金到6600美元 进入2026年以来,国际黄金价格延续此前上涨态势,呈现加速上行格局。截至1月26日,伦敦现货黄金和白银年内累计涨幅分别超17%、52%。 专家:建议家庭最少有50克到100克的黄金储备 黄金冲破"5000大关"后还能狂飙吗?金矿巨头:上涨动力不会消失 站在每盎司5100美元关口,多家机构依旧看涨黄金价格。 瑞银财富管理投资总监办公室发表最新观点,维持黄金目标价在每盎司5000美元,若地缘局势再度紧张,金价上行风险有望触及每盎司5400美元。 高盛则将黄金今年底目标价从每盎司4900美元上调至5400美元,理由是私人部门投资者和央行对黄金的需求不断增长。高盛指出,预计各国央行今年每月将 购买60吨黄金,同时随着美联储降息,黄金ETF的持有量也将增加。 相关阅读 "当前的脉冲行情,既缘于市场避险需求的提振,也反映出市场对美元的信任度进一步降低。"东证衍生品研究院贵金属研究员徐颖分析称,美国为霸占格陵 兰岛发出的关税威胁,导致美欧关系紧张,加之丹麦一家养老基金宣布将退出美债市场(理由是美元信 ...
OpenAI投资人呼吁特斯拉员工辞职跳槽 马斯克痛骂其“混蛋”
Feng Huang Wang· 2026-01-28 01:12
凤凰网科技讯 北京时间1月28日,据《商业内幕》报道,埃隆·马斯克(Elon Musk)与美国知名风险投资 家维诺德·科斯拉(Vinod Khosla)"开战"。此前,科斯拉指责马斯克宣扬种族主义,并公开呼吁马斯克的 员工辞职。 "所有在@特斯拉、@SpaceX、@X等公司任职的非白人员工,以及所有正派的白人员工,都应该辞职 并加入我们的投资组合公司,"科斯拉写道,"将你们的领英资料发至我们邮箱!" 马斯克随后以侮辱性言辞回应科斯拉,称这位风投家为"自大的混蛋",并使用了针对智力障碍者的歧视 性用语。 周一晚间,科斯拉在X上发文称,马斯克将种族主义标榜为"伟大且可取的范式"。此言是对马斯克去年 9月一篇帖文的回应。当时,马斯克声称"白人是全球人口中快速萎缩的少数族群"。马斯克过去曾多次 转发关于白人人口结构变化的帖子。 "维诺德,你不仅是个自大的混蛋,曾试图阻止公众使用你家附近的公共海滩,还是个弱智。我的伴侣 希冯是半印度血统,我和她的长子命名时还致敬了伟大的印度物理学家钱德拉塞卡。"马斯克称。 科斯拉在帖子中呼吁马斯克旗下公司的员工辞职,加入科斯拉旗下科斯拉风投的投资组合公司,其中包 括OpenAI和Rep ...
郭明錤:iPhone内存价格一季度暴涨八成,苹果先保供、再靠服务赚钱
Feng Huang Wang· 2026-01-28 00:10
Core Insights - Apple is facing a significant increase in memory costs for iPhones, with reports indicating that Samsung and SK Hynix may raise LPDDR memory prices by over 80% quarter-on-quarter in Q1 [1][2] - The company is negotiating memory prices on a quarterly basis, which is a shift from the previous semi-annual discussions, suggesting further price increases in Q2 that may be similar to Q1 [2] Group 1 - The rise in memory prices is expected to impact Apple's iPhone gross margins, but the company aims to secure supply and absorb costs to enhance market share during this turbulent period [2] - Apple plans to leverage its service business to recover costs associated with the increased memory prices in the future [2] - The upcoming earnings report will likely focus on the implications of rising memory costs, which may have a more significant impact on stock prices across other industries than on Apple itself [2] Group 2 - For the iPhone 18 set to launch in the second half of the year, Apple intends to maintain its pricing strategy by keeping the starting price unchanged, which could benefit marketing efforts [2] - Apple is aware that other components may also face supply shortages due to the influence of the AI server industry, following the trends seen with memory and T-type glass [2]
此消彼长:特斯拉品牌价值缩水1000亿、比亚迪增长23%
Feng Huang Wang· 2026-01-27 23:42
Core Insights - Tesla's brand value is projected to decline by $15.4 billion (approximately 107.1 billion RMB) in 2025, marking a 36% decrease and the third consecutive year of decline [1] - The decline is attributed to a lack of innovative new models, higher prices compared to competitors, and CEO Elon Musk's distractions with geopolitical issues [1] - In contrast, BYD's brand value has increased by approximately 23%, reaching around $17.29 billion, up from $14.03 billion last year [1] Brand Value Rankings - In the 2026 brand value rankings, Tesla's estimated brand value is $27.61 billion, down from $43 billion at the beginning of 2025, $58.3 billion in 2024, and a historical peak of $66.2 billion in January 2023 [1] - Five automotive manufacturers, including Toyota, Mercedes-Benz, Volkswagen, and Porsche, have surpassed Tesla in brand value rankings this year [2] - Toyota ranks first in the automotive industry with an estimated brand value of $62.7 billion [2]
TikTok和解青少年心理健康诉讼 YouTube、Meta将面临审判
Feng Huang Wang· 2026-01-27 23:10
凤凰网科技讯 北京时间1月28日,据《华尔街日报》报道,据一名起诉多家科技巨头的年轻女性的代理 律师称,TikTok已就一项诉讼达成和解,从而避免了在加州的审判。该诉讼指控社交媒体平台在产品设 计上刻意让年轻人上瘾。 该案于周二在洛杉矶开始了陪审团的遴选,是同类案件中的首例诉讼,将成为一项里程碑式的考验,核 心问题在于:社交媒体平台是否通过功能设计引发心理健康问题并导致成瘾。 TikTok与一名在法庭文件中被称为K.G.M.的20岁女子达成了和解协议,该女子是洛杉矶正在审理的此案 原告。她声称,在青少年时期使用社交媒体导致她饱受身体畸形恐惧症、自杀倾向、焦虑、成瘾和抑郁 症的困扰。 原告诉讼方联合首席律师、律师事务所Beasley Allen的约瑟夫·范赞德(Joseph VanZandt)称,和解条款保 密。他表示,本案针对Meta和YouTube的庭审将继续进行,预计下周将进行开庭陈述。Snap此前已就该 案达成和解。TikTok和Snap仍面临来自其他诉讼的相关指控。 首例案件的结果将成为一项试金石,用以检验陪审团对原告所提交证据的反应,以及这些公司是否应当 被追究法律责任。 Meta CEO马克·扎克 ...