Group 1 - The Federal Reserve's December meeting minutes reveal significant internal divisions, with a 9-3 vote for a 25 basis point rate cut, the highest dissent since 2019 [1] - Some officials expressed that the decision to lower rates was delicate, with some indicating they could have supported maintaining the current rate [1] - The uncertainty surrounding inflation and employment data due to a government shutdown has complicated decision-making, with more data expected before the January meeting [1] Group 2 - The minutes indicate a split on the 2026 rate cut expectations, with most participants believing further cuts may be appropriate if inflation decreases as anticipated [2] - Some officials suggested maintaining the target range for a period after the recent cut, reflecting differing economic outlooks [2] - The average expectation among 19 officials is for a 25 basis point cut in 2026, followed by another cut in 2027, bringing the rate close to 3% [2] Group 3 - The minutes highlight a debate on whether inflation or unemployment poses a greater risk to the economy, with most participants favoring a neutral policy stance to prevent labor market deterioration [3] - Concerns were raised about the risks of high and persistent inflation, suggesting that further rate cuts could be misinterpreted as a weakening commitment to the 2% inflation target [3] - Recommendations were made for maintaining a high pace of net purchases of short-term Treasury securities to avoid a drop in reserves below the "ample range" [3] Group 4 - The next Federal Reserve meeting is scheduled for January 27-28, where more economic data will be available and the nomination for the next Fed chair is likely to be announced [4]

欧佩克+将于1月4日举行月度视频会议，审议一项最初在11月作出的决定——在今年较快恢复产量之 后，于明年一季度暂停进一步提高供应。 多名欧佩克+代表表示，在全球原油供应过剩迹象日益明显的背景下，欧佩克+代表本周末召开会议 时，预计将坚持既定的暂停增产计划。 欧佩克+是石油输出国组织（欧佩克）和以俄罗斯为首的国家组成的联盟，其原油产量占全球原油总产 量的近一半。 俄罗斯的石油基础设施和油轮则遭到乌克兰袭击，相关行动还波及另一个欧佩克+国家——哈萨克斯 坦。 与此同时，在也门战争背景下，沙特阿拉伯与邻国阿联酋的关系也罕见地出现公开紧张。沙特周二呼吁 阿联酋停止支持在也门活动的武装组织。 作为全球最大的原油出口国，沙特在欧佩克内部占据主导地位。即使在更广泛的欧佩克+框架下，也只 有俄罗斯能在话语权上与沙特分庭抗礼。 今年4月，在全球市场供应充足的情况下，沙特及其盟友仍加速恢复自2023年以来暂停的石油供应，令 油市交易员大感意外。 这些代表称，欧佩克+在本月初的会议上已确认这一政策，1月会议很可能再次予以确认。 今年以来，原油期货价格累计下跌17%，正迈向自2020年新冠疫情以来最大年度跌幅。价格下跌的主要 原因是 ...

凤凰网科技讯12月30日，罗永浩十字路口科技创新分享大会今晚举行，作为活动彩蛋，罗永浩表示门票 免费，购票前往现场的观众在活动结束后会收到退款。罗永浩还表示"下不为例"。 罗永浩表示，此次发布会门票总收入1，668，774元，将按照此前公布的承诺，门票收入将全部捐赠给 香港大埔宏福苑火灾相关的援助基金，并将附上购门票的3500名观众的姓名(未获授权，隐去一个字)。 ...

以旧换新方面，转让旧车购买新能源车的，可获得新购车车价8%的补贴，最高不超过1.5万元；购买2.0L及以下排量燃油车的，可获得新购车车价 6%的补贴，最高不超过1.3万元。以此计算，以旧换新购买新能源车价格大于等于18.75万元的可拿满补贴，购买油车价格大于等于21.67万元的可拿 满补贴。 "（与车价关联）这意味着同样资金量可以补贴更多车。"中国汽车流通协会副秘书长郎学红认为。 值得注意的是，为抢抓元旦、春节消费旺季，国家发展改革委会同财政部已向地方提前下达2026年第一批625亿元超长期特别国债，支持消费品以旧 换新资金计划。这意味着从明年1月1日开始，购买新车或即可享受新国补。 12月30日，在今年取得积极成效后，汽车"两新"补贴延续政策终于落地。业界普遍认为，2026年"两新"补贴政策超出预期，将有利于稳定明年车市 增长。 12月30日，国家发展改革委、财政部发布《关于2026年实施大规模设备更新和消费品以旧换新政策的通知》（下称《通知》），将继续支持汽车报 废更新与汽车置换更新。 "政府产业消费政策的稳定性和延续性，对行业继续健康发展是个利好。"有头部新势力车企高管向智通财经记者表示。 不同于202 ...

截至发稿，MiniMax、阿布扎比投资局和IDG资本的代表拒绝置评。阿里和韩国未来资产尚未回应置评 请求。(作者/箫雨) 据知情人士透露，MiniMax寻求通过这次IPO筹集超过6亿美元资金，预计最早将从周三开始接受投资者 认购，明年1月挂牌上市。 知情人士称，除了阿里和阿布扎比投资局外，IDG资本、高毅资产以及韩国未来资产也将成为MiniMax 此次IPO的基石投资者。相关磋商仍在进行中，IPO的规模和时间安排仍可能发生变化。 MiniMax 凤凰网科技讯北京时间12月30日，据彭博社报道，知情人士称，AI大模型创业公司MiniMax(上海稀宇 科技)即将在中国香港首次公开招股(IPO)，目前已锁定阿里巴巴集团、阿布扎比投资局为基石投资者。 ...

Core Insights - The Nissan Teana, equipped with the HarmonyOS cockpit, achieved remarkable sales of 10,432 units in its first month, reflecting a 300% month-on-month growth, indicating a strong market response to the integration of smart technology in traditional fuel vehicles [2][3]. Market Performance - The launch of the Teana with HarmonyOS cockpit at the Guangzhou Auto Show on November 21, 2023, marked a significant turning point, leading to a steep increase in sales and demonstrating the cockpit's role as a core driver of market performance [2][3]. - Over 70% of consumers opted for high-end models, with 49% of buyers being from the post-90s generation, showcasing a shift in consumer willingness to pay a premium for advanced smart features [3][6]. Competitive Advantage - The Teana's market competitiveness is built on two main pillars: enhanced smart experiences and superior sensory enjoyment [4]. - The HarmonyOS cockpit utilizes the advanced MoLA architecture, featuring an AI assistant capable of understanding complex voice commands and seamless multi-device connectivity, significantly improving user interaction [5]. - The vehicle is equipped with the HUAWEI SOUND audio system, providing an immersive sound experience, which correlates with the high selection rate of premium models, indicating that attractive value propositions drive consumer purchasing decisions [6]. Industry Implications - The success of the Teana with HarmonyOS cockpit transcends a single product breakthrough, establishing a new industry benchmark for integrating smart technology in traditional fuel vehicles, challenging the notion that smart experiences are exclusive to electric vehicles [8][9]. - This case illustrates a broader industry trend where smart technology should be evaluated based on user experience rather than energy type, providing a viable transformation path for traditional fuel vehicles to achieve intelligent experiences and market recognition [9].

Core Viewpoint - The Ministry of Finance and the State Taxation Administration announced a new policy regarding the value-added tax (VAT) on the sale of personal housing, effective from January 1, 2026, which introduces different tax rates based on the duration of property ownership [1] Group 1: Tax Policy Changes - Individuals selling housing purchased for less than 2 years will be required to pay VAT at a rate of 3% on the total sale amount [1] - Individuals selling housing purchased for 2 years or more will be exempt from VAT [1] - The new policy will replace the previous transitional regulations regarding the VAT reform, which will cease to be effective from the same date [1]

12月30日，国家发展改革委、财政部发布关于2026年实施大规模设备更新和消费品以旧换新政策的通 知。壮大资源循环利用产业。安排超长期特别国债资金支持高水平资源循环利用项目建设。加强资源循 环利用重大技术装备科技攻关。推广应用再生材料。加强对报废回收拆解企业的监管，提升废旧设备回 收利用规范化水平。强化生态环境执法监管，严厉打击回收拆解环节环境违法行为。持续推动落实资源 回收企业向自然人报废产品出售者"反向开票"制度并加强监管。 ...

自上海超级工厂投产以来，该工厂已成为特斯拉全球生产体系中的关键一环。本次第900万辆整车的下 线，进一步凸显了其在特斯拉全球产能布局中的重要地位。 凤凰网科技讯12月30日，特斯拉微博宣布全球第900万辆电动汽车于其上海超级工厂正式下线，标志着 该公司在2025年达成了一个重要的生产里程碑。 此次下线的第900万辆车型为Model Y。特斯拉方面表示，该车型已在全球市场取得领先的销售成绩。 ...

Group 1 - Didi Chuxing predicts that on December 31, 2025, domestic ride-hailing demand will exceed 80 million orders due to multiple factors such as New Year's Eve celebrations, commuting, and travel [1] - The peak demand for rides on New Year's Eve is expected to start at 3 PM and last until 8 PM [1] - Demand for rides to outdoor entertainment venues, tourist attractions, and major shopping areas is projected to increase by over 9 times compared to the same week last year [1] Group 2 - The demand for high-quality transportation options, such as ride-hailing and luxury vehicles, is expected to rise significantly, with increases of 226% and 188% respectively compared to the previous week [2] - The post-00s generation is anticipated to be the main contributor to ride-hailing demand on New Year's Eve, accounting for approximately 37% of total orders, and 45% of orders at 1 AM on January 1 [1] - During the New Year's holiday period (January 1 to January 3), the main travel themes are "heading south to escape the cold" and "going north for snow," with cities like Guangzhou and Shenzhen seeing high demand and significant year-on-year growth [1] Group 3 - Didi's car rental data shows a substantial year-on-year increase of 243% in rental bookings during the New Year's holiday [2] - Over 70% of users opted to pick up rental cars before the holiday (from December 27 to 31), with 50% planning 2 to 4 days of self-driving trips [2] - The majority of rental orders (60%) are for cars at travel destinations, with popular locations including Haikou, Qingdao, Urumqi, and Sanya [2] Group 4 - To manage the travel peak and incentivize drivers, Didi will launch commission-free cards in 245 cities from December 31 to January 3, along with additional rewards in some cities [2] - The rental orders in Harbin are expected to reach five times the volume of the same period in 2025, while the Altay region is projected to see a sevenfold increase [2]