Core Viewpoint - Beike (NYSE: BEKE; 02423.HK) has issued an internal notice emphasizing self-discipline across its platform, reiterating a neutral market perspective and strict adherence to company values, including the "Three Musts and Six Prohibitions" [1][2] Group 1: Internal Regulations - Beike requires all employees and platform participants to comply with the company's values and the neutral market perspective [1] - The "Three Musts" include: providing honest and professional services to stabilize the real estate market, ensuring the authenticity of property information, and offering comprehensive and objective information to assist users in rational pricing decisions [1] - The "Six Prohibitions" include: prohibiting subjective speculation that undermines the market, distorting national policy interpretations, posting false information on social media, coercing buyers and sellers to lower or raise prices, committing fraud through deceptive practices, and exaggerating service effectiveness to mislead customer expectations [1] Group 2: Enforcement Actions - Beike has already imposed strict penalties on employees and agents in locations such as Hangzhou and Changsha for violations of these regulations [1] - Specific actions taken include stopping incentive programs that encouraged price reductions, placing responsible individuals under review, and restricting their promotion and performance evaluation opportunities for one year [1]

Core Insights - The Shanghai office market is expected to navigate through a cyclical downturn, with 2026 being a pivotal year for transitioning between old and new growth drivers [1] Group 1: Market Demand and Supply - The demand for Grade A office space in Shanghai is gradually recovering, with a year-on-year net absorption increase of 76.6% in 2025, driven by increased corporate relocations and expansions [1] - The total net absorption for 2025 reached 218,800 square meters, indicating a narrowing decline of 11 percentage points compared to 2024, suggesting that the demand contraction is nearing its end [2] - The overall market liquidity is showing a mild recovery, with a 55% quarter-on-quarter increase in new supply in Q4 2025, while net absorption grew by 9.3% quarter-on-quarter [1] Group 2: Rental Trends - Rental rates in the central business district (CBD) decreased by 2.8% quarter-on-quarter and 12.1% year-on-year, averaging 6.4 yuan per square meter per day, while non-CBD rents fell by 2.7% quarter-on-quarter and 11.0% year-on-year, averaging 4.2 yuan per square meter per day [1] - The rental market remains favorable for tenants, with landlords maintaining flexible negotiation terms [1] Group 3: Sector-Specific Demand - The TMT sector has surpassed the financial sector, accounting for 20% of the demand, with significant contributions from gaming, e-commerce, and AI companies [2] - The financial sector holds a 19% share, with insurance, funds, and investment banks being the primary demand drivers [2] - Emerging consumer goods sectors, including outdoor and pet products, are also expanding, contributing to a 13% share of the market [2] Group 4: Future Outlook - The supply pressure is expected to ease marginally, with a planned total supply of approximately 3.7 million square meters over the next 3-5 years, continuing the trend of decreasing new supply [3] - The introduction of commercial real estate public REITs is anticipated to provide crucial liquidity support to the market [3] - The year 2026 is projected to be significant for the application of AI technology, which is expected to drive investment and job growth, aiding in inventory reduction [3]

Group 1 - DeepMind CEO Demis Hassabis stated that China's AI models may be only "months" behind those of the US and the West, contradicting the belief that China is far behind in AI technology [1] - Hassabis noted that the gap between Chinese AI models and Western technology capabilities is smaller than previously anticipated, suggesting that the difference may be just a few months [1] - The initial impact of DeepSeek's large model, which gained attention in Silicon Valley for its strong performance and lower costs despite using less advanced chip technology, has diminished, but other Chinese tech giants like Alibaba and startups such as Moonlight and Zhipu AI have launched powerful models [1] Group 2 - Nvidia CEO Jensen Huang acknowledged that the US does not have a clear leading advantage in the AI race, indicating that China is nearly on par with the US in AI models, while the US leads in chip technology [2]

"我曾与杰罗姆·鲍威尔共事。他是一位非常出色的专业人士，是个非常正直的人，我认为他在同事中的 声誉足以说明一切。"她补充道。 格奥尔基耶娃发表上述言论之际，美国检方正在就鲍威尔去年夏天就美联储大楼翻修项目所作的证词进 行刑事调查。鲍威尔证实，他已获悉华盛顿特区联邦检察官办公室正在调查其是否在去年6月向国会作 证时，就美联储总部一项高额翻修工程作出了不实陈述。 鲍威尔还称这项调查是一个借口，是美国总统特朗普为施压美联储降低利率、终结央行独立性而采取的 持续行动的一部分。 此次调查不仅引发了美国参议院共和党内部一些关键成员的广泛批评，同时还有多国经济官员、投资者 以及来自两党前美国政府官员的强烈反对声。 据央视新闻报道，当地时间周四（15日），国际货币基金组织（IMF）总裁格奥尔基耶娃表示，央行独 立性对经济运行至关重要，并公开支持正面临特朗普政府调查的美联储主席鲍威尔。 当天，格奥尔基耶娃在接受采访时指出，有充分证据表明，央行独立性以及基于事实和数据的决策方 式，符合企业和家庭的利益，有利于整体经济稳定。她表示，自己曾与鲍威尔共事，对其专业性高度认 可，称其在国际央行同行中享有很高声望。 格奥尔基耶娃对此表示， ...

福特上月表示，由于电动车需求下滑，公司将调整战略减少电动车生产，并计提大约195亿美元的费 用，主要与其电动车业务相关。福特表示，到2030年，公司全球汽车销量中大约一半将由混合动力车、 增程型插电式混合动力车和纯电动车组成。 与此同时，福特计划扩充其燃油车产品线，并扩大混合动力车型选择。因此，福特需要更多适用于混动 车型的电池。 凤凰网科技讯 北京时间1月16日，据《华尔街日报》报道，知情人士称，福特汽车正在与比亚迪 （002594）磋商一项合作，计划为其部分混动车型采购比亚迪生产的电池。 两家公司目前仍在磋商合作方式。知情人士称，其中一种方案是，福特将从比亚迪进口电池，用于福特 在美国以外的工厂。谈判仍在进行中，合作最终能否达成尚不确定。 如果这项合作达成，福特将与比亚迪这个中国最大汽车公司联手。此前，比亚迪生产的高性价比电动车 已让美国汽车行业深感不安。 福特发言人对此表示："我们与众多企业就各类事宜保持沟通。"截至发稿，比亚迪发言人不予置评。 在成为全球大型汽车制造商之前，比亚迪已经发展出成熟的电池制造业务，包括为混动车型生产电池。 目前，比亚迪大部分电池仍在中国生产，但随着其在东南亚、欧洲和巴西等市 ...

澳大利亚在全球首先对未成年人使用社交媒体进行打击，以回应日益增长的网络危害担忧。被封禁的账 号数量凸显了该国2800万人口中未成年人使用社交媒体的规模。脸书和Instagram母公司Meta本周表 示，为符合新法律的要求，它已封禁了近55万个账户。 澳大利亚实施未成年人社交媒体禁令 eSafety网络安全专员朱莉.英曼.格兰特(Julie Inman Grant)表示，目前判断各平台是否完全遵守新法规为 时过早，但她指出初步数据令人鼓舞。各平台具体封禁的账户数量尚未披露。(作者/箫雨) 凤凰网科技讯北京时间1月16日，据彭博社报道，在澳大利亚出台世界首个未成年社交媒体禁令后， Meta及其他主要社交媒体平台上月在澳大利亚封禁了470万个未成年账号。 澳大利亚网络监管机构eSafety周五表示，根据从运营商收集的初步数据，这些账号的访问权限已于去年 12月上旬被关闭。澳大利亚未成年社交媒体禁令已于去年12月10日正式生效。 ...

Group 1 - The core issue revolves around Ashley St. Clair suing Elon Musk's AI company xAI for harassment, claiming that the Grok chatbot generated explicit images of her without consent [1] - St. Clair alleges that Grok manipulated real images, including childhood photos, and disseminated them on Musk's social media platform X, depicting her in nude and inappropriate contexts [1] - The lawsuit claims that xAI failed to take adequate measures to prevent foreseeable harm to users, citing design flaws and negligence [1] Group 2 - Following St. Clair's lawsuit, X has filed a separate lawsuit against her, accusing her of breaching contract by not adhering to the company's service terms when filing her complaint in federal court in Texas [2] - As of the report, neither X nor xAI has responded to requests for comments regarding the lawsuits [2]

1月16日，美东时间周四，美股三大指数集体收涨，摩根士丹利和高盛在公布强劲的季度业绩后股价大 幅飙升，台积电亮眼财报重振了投资者对人工智能(AI)概念股的信心。 本周早些时候，其他银行公布的业绩表现好坏不一，对金融板块形成拖累。同时，市场也担忧美国总统 特朗普提出的一项为期一年的政策设想，即将信用卡利率上限设定为10%。 不过随着摩根士丹利和高盛远超市场预期的财报发布，金融股一举扭转了近期的颓势，其中摩根士丹利 涨5.8%，高盛涨4.6%。此外，全球最大资产管理公司贝莱德大涨5.9%，其第四季度资产管理规模攀升 至创纪录的14.04万亿美元。 Longbow首席执行官Jake Dollarhide评论称，投资者仍在买入相较科技股而言被低估的股票。"在这个市 场中，一直是不买成长和科技股就出局，而今天，银行和传统工业类股票同样表现不俗。" 全球先进AI芯片生产商台积电公布了强劲的第四季度财报，并给出了乐观的业绩展望，并表示今年资 本支出规模可能提升至560亿美元，以把握AI浪潮带来的机遇，其股价上涨4.4%，同时也带动了英伟 达、博通以及应用材料的涨势，推动半导体指数大幅走高。 Alan B. Lancz & ...

Group 1 - Mining giant Rio Tinto announced a two-year agreement to supply copper extracted using leaching technology to Amazon for its AI data centers, highlighting the increasing competition for critical mineral resources in the AI industry [1] - Analysts predict that the expansion of the AI industry will drive global copper demand up by 50% by 2040, while supply may not keep pace, leading companies to secure resources in advance [1] - The copper produced through Rio Tinto's Nuton technology will come from the Gunnison Copper mine, although financial terms and specific supply volumes of the agreement were not disclosed [1] Group 2 - The London Metal Exchange (LME) copper price has risen above $13,000 per ton, with a cumulative increase of approximately 40% over the past year, driven by surging demand from AI data centers and tightening global supply [2] - The copper produced from the Nuton project will only meet a small fraction of Amazon's needs, as a single large data center requires tens of thousands of tons of copper for electrical components [2] - Rio Tinto's Nuton project is expected to produce 14,000 tons of cathode copper over the next four years, which is insufficient to support the construction needs of a large data center [2]

据了解，去年的10月13日，美国太空探索技术公司新一代重型运载火箭"星舰"顺利在印度洋完成受控溅 落。美国有线电视新闻网报道称，美国太空探索技术公司表示，本次任务并未计划回收飞船，但"星 舰"仍平稳完成全部着陆机动步骤，表现超出预期。这是美国太空探索技术公司第二次实现"星舰"2型 （Version 2）原型机完整着陆。去年早些时候，该系列机型曾三度在试飞中失利，直到8月才首次成功 落地。 马斯克此前转发并确认了一篇关于SpaceX GigaBay工厂的报道，该工厂初期设计产能为年产1000艘，并 补充说最终产量可能高达每年1万艘。 凤凰网科技讯 1月15日，马斯克通过社交平台表示，三年内星舰发射频率将超每小时一次。 ...