凤凰网科技讯1月15日，贾国龙朋友圈回应"西贝闭店102家"：基本准确，并表示，"这次关闭的102家门 店在一季度陆续完成，所有不得不离职的员工，工资一分钱不会差。所有顾客储值卡随时可用在其他门 店，想退卡的立刻就退。有些接了年夜饭的门店，虽然立刻关闭损失会更小，但我们会履行对顾客的承 诺，再坚持一个月，接完最后一餐再关。服务一如既往，菜品一如既往，大门关闭的前一秒，西贝人的 努力一如既往。" 贾国龙再强调，西贝门店从来不是预制菜，无论按照国家定义还是现实生活常识，被网红恶意混淆"中 央厨房备菜"和"料理包预制菜"的差异，恶意污蔑"急冻保鲜有机西兰花"，恶意污蔑品质好和进价高的 草原羊食材。西贝人直到今天还在遭到网上各种侮辱谩骂。 贾国龙称，接下来的时间，我们会继续拼，争取活下来。他还透露，"我本人没有西贝之外的任何资 产，没有国外资产，这些年只有北京一套房，呼和浩特的房子是租的。" ...

凤凰网科技讯 北京时间1月15日，据《金融时报》报道，苹果公司没有参与烧钱的AI模型和基础设施竞 赛，但是却有可能在那些寻求主导这一新兴产业的科技对手之间，扮演"造王者"的角色。 本周，苹果宣布了迄今为止在AI领域最具分量的一步：与谷歌达成合作，使用Gemini模型驱动iPhone功 能，并改进其Siri语音助手。 据知情人士透露，这笔交易将以云计算服务合同的形式进行，随着时间的推移，苹果可能需要向谷歌支 付数十亿美元。 OpenAI受打击 苹果与谷歌的这一新联盟对OpenAI构成了打击。自2024年以来，OpenAI一直将其ChatGPT与苹果的AI 系统Apple Intelligence功能进行整合，希望借此合作触及数以百万计的iPhone用户。苹果表示，与谷歌 的合作不会影响其现有的ChatGPT整合。 深水资产管理公司管理合伙人吉恩·蒙斯特(Gene Munster)预计，与苹果达成的Gemini合同可能会为谷歌 带来50亿美元价值。 "我认为，ChatGPT与iPhone的整合会慢慢被边缘化……考虑到规模经济，同时采用两个大型模型对苹果 来说并不太合理。"蒙斯特表示。 尽管苹果CEO蒂姆·库克(T ...

Core Viewpoint - The gaming phone industry needs to reform its marketing practices, as highlighted by the General Manager of Red Magic, Jiang Chao, who emphasizes the importance of acknowledging the contributions of predecessors in fan technology development [1] Group 1: Industry Insights - Red Magic has been a pioneer in fan technology for gaming phones, and its efforts over the past few years have significantly advanced the industry, preventing competitors from lagging behind [1] - The upcoming release of the Red Magic 11 Air on November 20 is notable for being the only phone in the industry with an integrated active cooling fan [1]

Core Viewpoint - Leidao Automotive officially announced the launch of the Leidao L60 "Ma Dao Cheng Gong" version, which will be available for delivery starting January 16, with display models already arriving at stores [1] Pricing and Versions - The Leidao L60 has released several versions: the standard version starts at 206,900 yuan (approximately 20.69 million yuan), the limited Black Knight version starts at 211,900 yuan (approximately 21.19 million yuan), and the limited Violet version starts at 214,900 yuan (approximately 21.49 million yuan) [1] - The rental prices for the standard version begin at 149,900 yuan (approximately 14.99 million yuan), while the Black Knight and Violet versions start at 154,900 yuan (approximately 15.49 million yuan) and 157,900 yuan (approximately 15.79 million yuan) respectively [1] Features and Updates - NIO has pushed an update for the Leidao L60 model, introducing the Coconut 2.1.0 version, which includes end-to-end urban navigation assistance and smart parking assistance [1] - The update also enhances the Xiao Le AI family partner with features such as KFC smart ordering and door opening warning images [1]

Core Insights - The impact of the new energy vehicle purchase tax reduction policy is reflected in the car market at the beginning of January 2026, with significant declines in both retail and wholesale figures for passenger vehicles [1] - The overall penetration rate of new energy vehicles has decreased, with January 1-11 penetration rates at 35.5% for retail and 43.9% for wholesale, both lower than the previous year's average [1] - Despite the decline in penetration rates, analysts suggest that this does not indicate a market reversal, as low penetration rates at the beginning of the year are considered normal [1] Market Performance - From January 1-11, 2026, the national retail of passenger vehicles was 328,000 units, a year-on-year decrease of 32%, while wholesale was 381,000 units, down 40% [1] - The new energy vehicle retail market saw 117,000 units sold, a 38% decline year-on-year, and wholesale was 167,000 units, down 30% [1] - In comparison, the new energy penetration rates for January 2025 and January 2024 were 37.9% and 27.1%, respectively, indicating a year-on-year increase of 5.9 and 16.7 percentage points for January 2026 [2] Policy Impact - The adjustment of the "two new" subsidy policies has introduced variables to the new energy vehicle market, with changes in scrapping and replacement subsidies affecting lower-end vehicles significantly [3] - For example, the scrapping subsidy for a 100,000 yuan new energy vehicle has decreased from 20,000 yuan last year to 12,000 yuan this year, alongside an additional 5,000 yuan increase in purchase costs due to tax changes, totaling a policy-related "setback" of 13,000 yuan [3] - Analysts predict that the increase in new energy penetration rates this year may be slower than in previous years, estimating a growth rate of around 8% for the domestic new energy market, with an overall market growth rate of approximately 15% when factoring in exports [3] Market Outlook - Despite uncertainties in the new energy market, there is a general optimistic outlook for overall car market growth this year, driven by ongoing consumer promotion policies [4] - The National Development and Reform Commission's announcement on December 30, 2025, regarding large-scale equipment updates and replacement policies is expected to boost domestic automotive consumption [4] - January is anticipated to see a slight year-on-year increase in sales, supported by pre-ordered vehicles and efforts from local governments and car manufacturers [4]

Core Insights - The new generation SU7 is in the final stages of development and is expected to be launched in April 2026 [1] - Significant improvements in safety, range, chassis, assisted driving, and design are highlighted for the new model [1] Product Features - The new SU7 will feature a full suite of safety enhancements, including 2200MPa Xiaomi ultra-strong steel embedded roll cage and door anti-collision beams, along with nine airbags standard across all models [1] - The Pro version will have a CLTC range of 902 km, while the Max version will achieve a CLTC range of 670 km with a 15-minute charging time [1] - All models will be equipped with laser radar, 700 TOPS computing power from the Nvidia Thor chip, 4D millimeter-wave radar, and Xiaomi's end-to-end assisted driving technology [1] - New color options, wheel designs, and a redesigned interior will also be part of the new SU7 [1] Marketing and Engagement - Xiaomi's official automotive account announced a live stream event hosted by Lei Jun to discuss the new generation SU7 in detail, featuring automotive media personality Wu Pei as a guest [1]

Core Viewpoint - Chinese stocks are expected to maintain strong performance for the remainder of the year, driven by relatively low valuations, RMB appreciation, and favorable policies, as well as geopolitical factors prompting global investors to seek exposure to China as a hedge against risks in U.S. assets [1][2]. Group 1: Market Performance - As of January 14, the CSI 300 index has risen approximately 2.4% year-to-date, while the Hang Seng Index has increased about 5.3%, both outperforming the S&P 500 index's gain of around 1.2% during the same period [1]. - In 2025, the CSI 300 index and the Hang Seng Index rose by 18% and 28%, respectively, compared to a 16% increase in the S&P 500 index [1]. Group 2: Valuation and Future Outlook - Chinese stocks are currently valued at historical median levels, indicating they are "not cheap, but not expensive," with potential for further price increases if corporate earnings recover as expected [2]. - Tiger Securities projects that the average annual return for U.S. stocks will decline to a range of 3% to 5% over the next five to seven years due to factors such as high valuations and persistent inflation risks [2]. - In contrast, Tiger Securities is more optimistic about the Chinese stock market, setting a target price of 30,000 for the Hang Seng Index by the end of 2026, an 11% increase from current levels, and a target of 5,000 for the Shanghai Composite Index, a 21% increase [2]. Group 3: Institutional Support - Several international investment banks, including Goldman Sachs and UBS, have recently expressed bullish views on Chinese stocks, citing attractive valuations, strong industry policy support, and optimistic corporate earnings outlooks [2]. - Goldman Sachs raised its year-end target for the CSI 300 index to 5,200, a 9% increase from the recent closing price, and upgraded its earnings growth forecast for Chinese companies from 4% in 2025 to 14% in 2026 and 2027, driven by factors such as AI monetization and policy stimulus [2]. - UBS noted that global investors are increasingly viewing Chinese assets as a safe haven against the high valuations and rising policy uncertainties in the U.S. market [2][3].

Core Insights - Alibaba is one of the few global players that possesses both a "top-tier open-source model" and a "national-level consumer service ecosystem," enabling real-world interactions and tasks through AI [2][10] - The launch of the Qianwen App marks a significant shift from AI as an information tool to an autonomous agent capable of executing complex tasks, entering the "service era" of AI [4][9] Group 1: Product Launch and Features - The Qianwen App integrates over 400 AI service functions, allowing users to perform various tasks such as shopping, ordering food, and booking hotels through natural language commands [2][8] - The app can provide personalized recommendations based on user intent, utilizing Alibaba's extensive product database and review system to enhance user experience [8][11] - Qianwen also connects with Alipay to offer 50 public service functions, streamlining processes like visa applications and healthcare registration [8][9] Group 2: Market Position and Growth - Since its launch, Qianwen has become the fastest-growing AI application globally, surpassing 100 million monthly active users, particularly among students and white-collar workers [5][15] - Alibaba's comprehensive AI capabilities position it as the leading investment target in China's AI sector, with analysts highlighting its competitive advantages in AI infrastructure and model development [5][15] - The stock price of Alibaba has increased by over 10% following the announcement of Qianwen, reflecting positive market sentiment towards its AI initiatives [15] Group 3: Competitive Landscape - Alibaba's unique combination of a powerful AI model and a rich consumer service ecosystem sets it apart from global competitors like Google and OpenAI, who struggle with real-world application [10][11] - The launch of Qianwen signifies a paradigm shift in the AI industry, where the focus is moving from algorithmic capabilities to the richness of application scenarios and ecosystem integration [12][14] - As the first to successfully implement large-scale real-world task execution, Alibaba is leading the charge in the AI industry's evolution from theoretical discussions to practical applications [9][14]

1月15日，市场早盘冲高回落，创业板指跌超1%，科创50指数盘中跌超2%。 截至收盘，沪指跌0.6%，深成指跌0.44%，创业板指跌1.02%。 沪深两市半日成交额1.87万亿，较上个交易日缩量3472亿。 盘面上热点较为杂乱，全市场超3600只个股下跌。 从板块来看，旅游酒店板块表现活跃，众信旅游2连板，陕西旅游涨停。有色金属板块走高，四川黄金、罗平锌电涨停。商业零售概念局部拉升，新华百 货、新华都双双2连板。 下跌方面，商业航天、AI应用方向大跌，高位人气股集体退潮，省广集团、浙文互联、银河电子、金风科技、鲁信创投、杭萧钢构、航天电子等多股跌 停。 涨停表现 封板率 62.00% 封板 32 触及 20 昨涨停今表现 -2.93% 高开率 52% 获利率 Z.91 门1乙 -97061 ...

Core Viewpoint - Qianwen App has integrated with Alibaba's ecosystem, enabling AI shopping functionalities such as ordering food, purchasing items, and booking flights, marking a shift from conversational AI to task-oriented AI [1] Group 1: Integration and Features - Qianwen App now connects with Taobao, Alipay, Taobao Flash Purchase, Fliggy, and Amap, launching over 400 AI service functions [1] - The app aims to become the first AI assistant capable of handling complex real-life tasks [1] Group 2: Demonstration and Functionality - During the launch event, the president of Qianwen's consumer business group demonstrated the AI food ordering feature by placing an order for 40 cups of tea through a single voice command [1] - The integration allows users to place orders and make payments seamlessly within the app, utilizing Taobao Flash Purchase and Alipay's AI payment capabilities [1]