完整早报音频，请点击标题下方小耳机收听 【马化腾质疑豆包手机安全性，豆包手机疑回应】 在 1 月 26 日 召开的腾讯公司年会上，腾讯公司 董事局主席马化腾首先发表讲话。马化腾提到，腾讯面对人工智能的机遇，首先思考的还是平台部门 如何跟新的人工智能的投资机会结合。"我们整个动作其实是慢了，一直到 2024 年底，我们的 AI 产 品元宝和混元大模型才转到 CSIG ，他们才开始正式做这个产品。"马化腾还提到了微信生态的 Agent 化。马化腾首先提到了字节和中兴手机联合推出的豆包手机，以及阿里千问接入宣布全面接入 淘宝、支付宝、淘宝闪购、飞猪、高德等阿里生态业务，打通 400 多项功能，他强调，腾讯一贯旗 帜鲜明的反对用黑产外挂的方式把用户的手机和电脑屏幕录屏传到云端，因为这是极其不安全、不负 责任的。 同日晚间， @ 豆包手机助手 发文称："我们理解外界对于手机助手安全与隐私的关注。豆包手机助 手严格遵循用户授权与合规的原则，仅在用户明确授权的前提下调用必要能力。此外，豆包手机助手 在云端处理用户手机屏幕内容时，严格遵循'不存储、不训练'的原则，数据传输过程加密，使用过程 有严格的保护措施，确保用户隐私安全 ...

Group 1 - The core viewpoint of the article discusses advancements in AI technology, particularly in applications such as restaurant reservations, language models for virtual assistants, image processing, and medical diagnostics [2][2][2][2] Group 2 - Qianwen responded to claims that its AI phone call feature for restaurant reservations was operated by humans, emphasizing the AI's ability to recognize over 50 complex emotions in real-time and its design considerations for restaurant operating hours [2] - Apple was in talks with AI startup Anthropic for a multi-year collaboration to enhance Siri with a new language model, but negotiations stalled due to financial disagreements, leading Apple to choose Google's Gemini model instead [2] - Tencent launched the Hunyuan Image 3.0 model, which supports image editing and multi-image fusion, featuring 8 billion total parameters and utilizing a mixed expert architecture for improved user input understanding [2] - Fudan University Zhongshan Hospital collaborated with Alibaba's Damo Academy to develop an AI model, DeepENE, for detecting lymph node metastasis, which outperforms human experts in diagnostic accuracy [2]

华润啤酒-R(80291)、安踏体育-R(82020)、李宁-R(82331)上一交易日沽空比率位于前三位，分别为 100.00%、100.00%、100.00%。泡泡玛特(09992)、小米集团-W(01810)、阿里巴巴-W(09988)的沽空金额 位居前三，分别为12.09 亿元、10.75 亿元、9.74 亿元。中国中车(01766)、李宁-R(82331)、中国平安- R(82318)的偏离值位居前三，分别为42.51%、38.82%、30.07%。 前十大沽空比率排行 | 股票名称 | 沽空金额 | 沽空比率↓ | 偏离值 | | --- | --- | --- | --- | | 华润啤酒-R(80291) | 19.28 万元 | 100.00% | 25.37% | | 安踏体育-R(82020) | 9.50 万元 | 100.00% | 12.50% | | 李宁-R(82331) | 10.09 万元 | 100.00% | 38.82% | | 联想集团-R(80992) | 456.22 万元 | 82.43% | 2.97% | | 中国平安-R(82318) | 397.47 ...

Economic Information - Tencent's chairman Ma Huateng expressed concerns about the "Doubao" phone, stating that using a plug-in to record screens from phones and computers to the cloud is "extremely unsafe and irresponsible" [2] - The price of lithium carbonate futures opened high but fell by 6.65% to 165,680 yuan/ton, with a reduction in open interest by 22,000 contracts to 416,700 contracts, indicating market divergence and reduced purchasing enthusiasm from downstream buyers [2] - Global production of lithium iron phosphate is expected to reach 70,000 tons by 2026, up from 28,500 tons last year, driven by applications in electric vehicles and digital consumption [3] Company Warnings - Dongfang Risen anticipates a net loss of 2.3 billion to 2.9 billion yuan in 2025, with no direct supply of photovoltaic products to commercial aerospace satellite companies [3] - 20CM's revenue from the aerospace sector is expected to account for less than 1% in 2025 [3] - Multiple companies, including Kai Pu Testing and Shengda Bio, are planning to reduce their shareholdings by up to 3% [3][4] Overseas Market Highlights - Gold and silver prices experienced significant corrections after reaching historical highs, with silver peaking at $117/oz before dropping to approximately $103.7/oz, and gold reaching $5,110/oz before falling back to around $5,010/oz [5] - The Nasdaq Golden Dragon China Index fell by 0.62%, with notable declines in stocks such as Baidu and Xpeng Motors [6] - U.S. natural gas prices surged due to severe cold weather, with futures exceeding $7/million BTU before retreating to about $6.5/million BTU [6] Industry Forecasts - The global laptop shipment is projected to decrease by 14.8% in the first quarter of 2026 due to rising prices of CPUs and memory chips, along with increased costs of components like PCBs and batteries [7]

21世纪经济报道 吴立洋 2026年的第一个月即将来到尾声，来看本周有哪些值得关注的游戏行业资讯。 行业动态方面，Sensor Tower发布《2026年亚太游戏广告投放趋势洞察》，报告数据显示，2025年全球 游戏行业数字广告支出全线增长。 国内公司方面，腾讯发布年度"反舞弊通报"，2025年腾讯内部查处了触犯"腾讯高压线"案件七十余起， 九十余人因触犯"腾讯高压线"被解聘；三七互娱前明星制作人陈夏璘宣布回归；海信2026影游旗舰E8S 新品联动《影之刃零》；中国儒意豪掷近亿投资爱诗科技。 合规监管及海外方面，意大利监管机构启动对动视暴雪独立调查，认为《暗黑破坏神：不朽》与《使命 召唤手游》存在诱导消费情况；育碧启动战略重组，将公司运营划分为五个"创意坊"；另一方面，前 《刺客信条》负责人向育碧索赔650万元，核心指控是育碧存在"推定解雇"。 电竞方面，沐瞳MLBB世界总决赛M7收官，来自菲律宾的Aurora PH战队夺冠，同时沐瞳宣布下一届 MLBB世界总决赛（M8）将于2027年在土耳其举办，这是该全球移动电竞赛事首度进入欧洲。 《2026年亚太游戏广告投放趋势洞察》发布 腾讯发布年度"反舞弊通报" 近 ...

来源：光大证券微资讯 热点聚焦 1、隔夜，金、银在刷新历史高点后大幅回调。1月27日7:01，现货白银盘初涨1%，报104.7美元/盎司 （此前日内涨幅一度高达14%，最高触及117美元/盎司）。现货黄金涨0.3%，报5025美元/盎司（此前曾 上涨2.5%，最高报约5110美元/盎司）。 2、白宫宣布，因韩国国会迟迟未批准美韩贸易协议，他已决定将对韩国汽车、木材、制药产品以及其 他"对等关税"项目的税率从15%上调至25%。 3、隔夜，美股三大指数小幅收涨。纳斯达克中国金龙指数收跌0.62%。此前，美国稀土公司宣布，获 得美国政府16亿美元的资金支持，用于加速建设国内重稀土价值链。美股盘前，美国稀土公司股价一度 暴涨62%，随后涨幅收窄。英伟达与CoreWeave公司宣布扩大长期的互补合作关系，使CoreWeave能加 速到2030年建设超过5吉瓦的AI工厂，CoreWeave盘前股价一度拉涨9%。 4、哈萨克斯坦供应恢复抵消了美国暴风雪的影响，国际油价小幅下跌。而持续的严寒天气导致美国天 然气价格周一大幅上涨，主力期货合约一度突破7美元/百万英热，创下自2022年以来新高，最高涨幅达 39%，随后回落至约 ...

今日热点导览 TOP 3 大新闻 百草味客服回应958克坚果礼盒，实际坚果仅占33克 近日，有网友爆料称在网购平台购买的百草味"坚果大礼盒"存在宣传误导问题——礼盒标称重量958 克，实际真正的坚果仅33克，其余多为饮料和饼干类零食，1月25日，记者在百草味官方旗舰店查询发 现，涉事系列礼盒以"坚果大礼盒"为商品名，主图展示腰果、夏威夷果、核桃等坚果，未提及含饮料及 非坚果类成分。仅点开详情小图，才能看到礼盒具体内容。不少网友质疑，礼盒中非坚果成分占比极 高，却以"坚果大礼盒"命名，明显误导消费者。针对此事，百草味官方旗舰店客服回应称，该系列坚果 大礼盒均含有品牌特色饮品，已记录网友质疑并将向上反馈，暂无进一步解决方案。（现代快报） 49条中日航线取消全部航班，免费退改签延长到10月24日 航班管家数据显示，截至1月26日，2026年2月已有49条航线取消全部航班，比一月进一步增加。2026年 1月，中国大陆赴日本航班取消率达47.2%，较2025年12月增长7.8个百分点。1月26日下午，国航、东 航、南航陆续发布通知称，1月26日前出票，航班起飞日期在2026年3月29日（含）至2026年10月24日 （ ...

Market Overview - US stock markets closed higher, with the Dow Jones up 0.64%, Nasdaq up 0.43%, and S&P 500 up 0.50% [1] - Silver experienced its strongest intraday surge since 2008 but later retraced gains, while gold surpassed the $5000 mark for the first time [2] - US natural gas prices surged nearly 30% [2] Corporate Developments - Trump administration is implementing a $1.6 billion debt and equity investment plan to acquire a 10% stake in USA Rare Earth [4] - Nvidia invested $2 billion in CoreWeave and is launching an independent CPU chip [5] - Nvidia plans to enter the Arm PC chip market, with Lenovo and Dell likely to be the first adopters [6] - Microsoft released its second-generation AI chip, Maia 200, aiming to reduce dependency on Nvidia [7] - SoftBank has paused its $50 billion data center acquisition of Switch [8] Industry Trends - The North Sea wind energy initiative is driving industry commitments to invest €9.5 billion [11] - The European Parliament has postponed its decision on whether to restore approval for the US-EU trade agreement [12] - The potential for a new US government shutdown is estimated at nearly 80% according to market predictions [13] Domestic Developments - The Ministry of Commerce announced the launch of a national digital trade demonstration zone and the establishment of relevant standards [14] - The AI healthcare sector is rapidly evolving, with Amazon's One Medical launching an AI health assistant that integrates with its existing medical services [19][20] - The digital trade sector is expected to grow significantly, with cross-border e-commerce reaching a total import and export volume of 2.75 trillion yuan by 2025 [21] Company Announcements - Zijin Mining plans to acquire 100% of United Gold for 28 billion yuan, with gold resources of 533 tons expected by the end of 2024 [22] - Dinglong Co. intends to acquire 70% of Haofei New Materials for 630 million yuan, a leading company in new lithium battery dispersants [22] - Haike New Source signed a long-term cooperation agreement with BYD for the supply of at least 100,000 tons of electrolyte solvent annually [22] - Chuanhuan Technology plans to invest 1.1 billion yuan to build a manufacturing headquarters in East China [22] - Longyuan Donggu's subsidiary received a notification for a project with a lifecycle sales amount estimated between 2.2 billion to 3 billion yuan [22] - Ruixin Microelectronics expects a net profit of 1.023 billion to 1.103 billion yuan for 2025, a year-on-year increase of 71.97% to 85.42% [22] - Multiple companies, including Multi-Fluorine and Lantian Electronics, are projecting significant profit increases for 2025 due to market demand in sectors like new energy and AI [23][24]

智通财经APP获悉，1月22日,阿里巴巴-W（09988）、中国海洋石油（00883）、中国人寿（02628）南 向资金净流入金额位列市场前三，分别净流入14.11 亿、5.90 亿、5.08 亿 中国移动（00941）、腾讯控股（00700）、中国宏桥（01378）南向资金净流出金额位列市场前三，分 别净流出-8.48 亿、-6.71 亿、-4.32 亿 在净流入比方面，长江基建集团（01038）、优然牧业（09858）、海天味业（03288）以56.47%、 56.41%、51.11%位列市场前三。 在净流出比方面，中教控股（00839）、中国中药（00570）、碧桂园服务（06098） 以-62.38%、-57.48%、-55.30%位列市场前三。 前10大资金净流入榜 | 股票名称 | 净流入(元)↓ | 净流入比 | 收盘价 | | --- | --- | --- | --- | | 阿里巴巴-W(09988) | 14.11 亿 | 14.34% | 164.800（+0.98%） | | 中国海洋石油(00883) | 5.90 亿 | 21.89% | 22.740（+2.52%） | | 中 ...

本报记者 田 鹏 2026年开年至今，港股市场龙头企业积极参与回购。据Wind资讯数据统计，今年以来，截至1月26 日，共有108家港股公司加入回购队伍，回购金额合计已突破117亿港元。其中腾讯控股、小米集团等头 部公司贡献了主要增量。 与热闹的龙头企业回购形成对比的是，港股市场整体回购规模呈现收缩态势。参与回购的公司数量 较去年同期的123家有所减少，回购金额仅为去年同期的五成，中小市值公司参与意愿偏低，市场分化 特征明显。 接受《证券日报》记者采访的专家表示，港交所2024年的库存股改革为龙头企业大规模股份回购扫 除了制度障碍，叠加全球外资回流中国资产、市场流动性边际改善的宏观环境，盈利稳定、现金流充裕 的科技龙头得以通过大额回购传递股价被低估的信号。而中小市值公司受盈利波动、现金流紧张等因素 影响，参与回购意愿较低。这一分化既是政策与宏观环境作用的结果，也是市场对公司价值的精准定 价。 港股龙头加码回购 在本轮港股回购潮中，龙头企业的主力军作用尤为突出。各赛道头部公司以大额回购、密集操作、 加码计划的多重举措，成为市场中最鲜明的回购主体，用真金白银释放积极信号。 值得注意的是，在龙头企业密集加码回购的同 ...