Economic Data and Events - China will release December CPI and PPI data on January 9, with CPI expected to remain at 0.7% year-on-year and PPI's decline narrowing to -1.9% from -2.2% [7][8] - The U.S. will publish the December non-farm payroll report on January 9, with expectations of 55,000 new jobs and an unemployment rate of 4.6% [9] - The Bloomberg Commodity Index (BCOM) will undergo annual weight rebalancing from January 8 to 14, with significant technical selling expected for gold and silver due to their overrepresentation [19] IPOs and Market Activities - Several tech companies, including Zhipu AI, MiniMax, and GigaDevice, are set to launch IPOs in Hong Kong, with Zhipu AI priced at HKD 116.20 per share and expected to start trading on January 8 [20][21][22] - Lenovo will jointly launch an enterprise-level AI product with NVIDIA on January 6, highlighting the growing collaboration in AI technology [24] Political and Geopolitical Events - Venezuelan President Maduro is expected to appear in a U.S. court on January 5, facing charges related to drug trafficking and corruption [17] - Ukrainian President Zelensky announced a new round of talks with the U.S. on January 6, focusing on security guarantees for Ukraine [18] - South Korean President Lee Jae-myung will visit China from January 4 to 7, aiming to strengthen economic cooperation [23]

Core Insights - The discussion between NVIDIA CEO Jensen Huang and Lenovo CEO Yang Yuanqing highlighted the significant growth in AI collaboration, with a fivefold increase over the past few years and a potential for another fivefold increase in the next two years [1][2] - Both leaders emphasized the evolution of AI from generative AI to agent-based AI, which offers enhanced problem-solving and reasoning capabilities, with a focus on "hybrid AI" as a key opportunity for future development [1][2] Company Performance - Lenovo reported a 15% year-over-year revenue growth for Q2 of the fiscal year ending September 30, 2025, reaching $20.5 billion, surpassing market expectations and previous records during the pandemic; adjusted net profit increased by 25% to $512 million, outpacing revenue growth [6] - NVIDIA achieved record revenue of $57 billion for Q3 of fiscal year 2026, a 62% year-over-year increase, significantly exceeding market expectations of $55.19 billion; net profit rose by 65% to $31.9 billion [6] Strategic Developments - NVIDIA and Lenovo are jointly developing an enterprise-level AI system based on RTX Pro, with technical details expected to be announced at an upcoming global innovation technology conference [4] - Huang countered concerns about an AI bubble by highlighting the rapid expansion of the AI ecosystem, with more foundational model builders and startups emerging across various industries and countries [6]

Group 1: Meta's Acquisition of Manus - Meta has acquired the AI startup Manus for a price reported to be in the billions, marking it as Meta's third-largest acquisition after WhatsApp and Scale.ai [1] - Manus will continue its operations in Singapore and maintain its product offerings through its app and website without changes to its decision-making processes [1] - The acquisition reflects Meta's urgency to enhance its AI capabilities, especially in light of competition from Google's Gemini 3 [1] Group 2: SoftBank's Investment in OpenAI - SoftBank has completed a $40 billion investment commitment to OpenAI, making it one of the largest private financings in history [2] - The final tranche of the investment, amounting to $22 billion to $22.5 billion, has been sent recently [2] - SoftBank's divestment of Nvidia shares for $5.83 billion indicates a strategic shift to fund AI projects, including the partnership with OpenAI [2] Group 3: DeepSeek's New Research - DeepSeek has introduced a new network architecture called mHC (manifold-constrained hyperconnection) aimed at improving model training stability and efficiency [3] - The research addresses issues related to the scalability and memory access costs of existing hyperconnection models [3] - Industry experts view this innovation as a foundational advancement that could lead to significant updates in future versions of DeepSeek's technology [3] Group 4: Moonlight's Financing and Market Position - Moonlight, a large model unicorn, has completed a $500 million Series C financing, significantly exceeding its target, and currently holds over 10 billion yuan in cash [4] - The funds will be used to aggressively expand GPU resources and accelerate the training and development of its K3 model [4] - Moonlight aims to surpass competitors like Anthropic to become a leading AGI company [4] Group 5: Upcoming IPOs in the AI Sector - Companies including OpenAI, Anthropic, and SpaceX are preparing for potential IPOs this year, with total fundraising expected to reach hundreds of billions [6] - OpenAI is negotiating a new valuation of $750 billion, while Anthropic's valuation may exceed $300 billion [6] - The combined valuation of these companies could approach 13 trillion yuan, indicating a significant market impact [6] Group 6: MiniMax's IPO Plans - MiniMax has initiated its IPO process, aiming to raise up to 4.19 billion HKD (approximately $538 million) with a share price range of 151 to 165 HKD [7] - The company is set to list on the Hong Kong Stock Exchange on January 9, 2026, shortly after its competitor, Zhipu AI [7] - MiniMax's cornerstone investors include major financial institutions and investment funds, highlighting strong market interest [7] Group 7: Baidu's Kunlun Chip IPO - Baidu has submitted a confidential application for its AI chip subsidiary Kunlun to independently list on the Hong Kong Stock Exchange [8] - This move follows Baidu's earlier evaluation of the potential for a spin-off, indicating a strategic shift in its business model [8] - The competitive landscape for Kunlun includes major players like Nvidia and AMD, as well as domestic competitors [8] Group 8: Wall Street's Response to Wall Street's IPOs - Wall Street analysts predict that if any of the aforementioned companies successfully go public, it could overshadow the total fundraising of approximately 200 companies in the U.S. in 2025 [6] - The anticipated IPOs are expected to generate significant returns for venture capitalists and investment bankers involved in the transactions [6] Group 9: Wall Street's Response to Wall Street's IPOs - Wall Street analysts predict that if any of the aforementioned companies successfully go public, it could overshadow the total fundraising of approximately 200 companies in the U.S. in 2025 [6] - The anticipated IPOs are expected to generate significant returns for venture capitalists and investment bankers involved in the transactions [6] Group 10: xAI's Expansion - xAI, led by Elon Musk, has purchased a third building to enhance its training capabilities, aiming for nearly 2 gigawatts of computing power [15] - The new facility is set to be transformed into a data center by 2026, supporting xAI's growth and operational needs [15] - xAI's previous investments in data centers indicate a strong commitment to expanding its AI infrastructure [15]

Group 1: CES 2026 Overview - CES 2026 will take place from January 6 to January 9, 2026, in Las Vegas, showcasing the latest innovations in technology and serving as a window to predict future trends in the tech industry [2] - A total of 4,112 companies will participate, with China and the US being the main players, despite Apple's absence [2] - The central theme of CES 2026 will revolve around AI, transitioning into the stage of practical applications and integration across various industries, including consumer electronics and automotive sectors [2] Group 2: Key Company Highlights - Nvidia, AMD, and Intel are expected to showcase significant advancements in AI technology, with AMD's stock having risen over 75% in the past year [5] - AMD will unveil its next-generation mobile processor, the Ryzen AI 400 series, featuring 12 Zen 5 cores and enhanced NPU capabilities [5] - Intel will introduce the third-generation Core Ultra series processors, boasting a 50% performance improvement over the previous generation [5] Group 3: AI Integration in Consumer Electronics - AI is increasingly embedded in consumer electronics, with major home appliance companies demonstrating deep applications of AI to enhance product efficiency [9] - Hisense will launch the world's first upgraded display technology featuring a "four-core architecture" and AI image processing capabilities [9] - TCL will present a wide range of display products, including the world's first printed OLED screen for automotive displays [10] Group 4: Robotics and Smart Home Innovations - The robotics sector is seeing a surge in companies showcasing products capable of complex tasks, with a significant presence from Chinese firms at CES 2026 [19] - New products include flying vacuum cleaners and stair-climbing robots, indicating advancements in smart home technology [14][16] - Companies like Ecovacs and Roborock are expected to unveil new models in the cleaning appliance category, with Ecovacs CEO scheduled to give a keynote speech [12] Group 5: AI-Driven New Devices - CES 2026 will feature a variety of AI-native devices, including AI glasses and headphones, with numerous companies participating in this emerging market [23] - XREAL will showcase its latest AI glasses, while other firms will present innovative AR products [25] - Lightwear AI, a new wearable device, will be introduced, aiming to redefine human-computer interaction in the AI era [26] Group 6: Industry Discussions and Networking - TiMedia will host multiple roundtable discussions on topics such as AI's impact on industries and the commercialization of embodied intelligence [31] - A high-end networking event, "China Innovation Night," will take place, bringing together leaders from global tech brands and AI ecosystems [31] - The event will also feature the release of the "2026 CES Innovation List," recognizing outstanding achievements in technology and design [31]

Group 1 - Lei Jun responded to the拆车直播, emphasizing the quality of Xiaomi's vehicles and encouraging fair criticism from reviewers [2] - BMW China announced a price adjustment for 31 models starting January 1, 2026, clarifying that it is not engaging in a price war [3] - The Hong Kong Court upheld a Mareva injunction against former Evergrande CEO Xia Haijun, preventing him from transferring assets worth HKD 60 billion [3] Group 2 - Xiaomi aims to deliver 410,000 vehicles in 2025, showcasing its growth in the automotive sector [7] - Chinese automaker Chery's model, Jetour, became the best-selling vehicle in Israel in 2025, with approximately 13,000 units sold [9] - CATL reported significant progress in battery swap stations, with plans to establish nearly 4,000 stations by 2026 [10] Group 3 - Netflix plans to shorten the theatrical release window for Warner Bros. films to 17 days post-acquisition, raising concerns among traditional cinemas [10] - The 2025 New Year's box office in China surpassed RMB 700 million, with top films including "Zootopia 2" and "Avatar 3" [18] - China's share of the global new energy vehicle market reached 68.4% from January to November 2025, indicating strong performance in the sector [19]

Group 1: Future Industries - Tianjin is accelerating the development of future industries, focusing on synthetic biology and brain-machine interfaces, with 29 national key laboratories established and nearly 280 national and ministerial innovation platforms created [3][4] - He Yuan Biotechnology Co., a cell therapy company, has received approval for two domestically produced CAR-T drug indications and plans to expand production capacity and global layout [3] - The Tianjin University laboratory has developed a brain-machine interface system that allows for "thought control" through cell-driven technology [3] Group 2: Emerging Industries - Lenovo's new innovation technology park in Tianjin aims to achieve a production value of over 30 billion yuan by 2028, marking a significant strategic move for the company [6] - Tianjin has implemented strong measures to develop six industrial chains, including hydrogen energy and biomedicine, contributing to 30% of the industrial output value during the 14th Five-Year Plan period [6][7] - The Tianjin Yun Yao Aerospace Technology Co. has successfully developed a ship energy efficiency data management system, enhancing its position in the maritime engineering data alliance [6] Group 3: Traditional Industries - The Tianjin intelligent manufacturing base of CNOOC Engineering showcases advanced production methods, achieving significant energy savings and carbon emission reductions through automation [9] - The traditional brand "Ziyang" has undergone a digital transformation, revitalizing its production capabilities with smart manufacturing technologies [9] - Tianjin has 243 national-level green manufacturing units, with 12 key industrial chains accelerating their transition towards high-end, intelligent, and green development [10]

Core Viewpoint - The upcoming CES 2026 will feature Lenovo's largest annual technology innovation conference, "Lenovo Tech World," alongside key figures from the global tech industry, including NVIDIA's CEO Jensen Huang and Lenovo's CEO Yang Yuanqing, who discussed the next wave of artificial intelligence (AI) focusing on "hybrid AI" [1][2]. Group 1: Trends in AI Development - Huang and Yang identified two major trends in the next phase of AI development: enterprise-level AI will become the core battlefield, with hybrid AI as a key breakthrough; AI will permeate various sectors of the real economy, creating significant market opportunities [2][9]. - Huang noted that AI is evolving from "generative AI" to "agent-based AI," achieving breakthroughs in reasoning and problem-solving capabilities, which will enhance AI's practical applications [2][9]. - The focus will shift to the enterprise market, characterized by a deep integration of public cloud models and customized open-source models [2][9]. Group 2: Collaboration Between NVIDIA and Lenovo - NVIDIA is collaborating with Lenovo to develop an enterprise-level AI system based on RTX Pro, with NVIDIA providing its most advanced chips for this project [3][10]. - Huang described the upcoming server as revolutionary and expressed eagerness to launch it for large-scale enterprise market promotion [3][10]. - The partnership between NVIDIA and Lenovo has lasted nearly 30 years, with their collaboration in AI having grown fivefold in recent years, and Huang anticipates the potential for this to increase fivefold again in the next two years [4][11]. Group 3: Future Prospects and Market Opportunities - Huang emphasized that every company is utilizing AI, every industry will be built on AI, and every country is developing AI infrastructure, providing vast opportunities for collaboration [4][11]. - The integration of Lenovo's liquid cooling technology and high-performance hardware with NVIDIA's architectural innovations is expected to drive advancements in server development and factory construction, promoting AI automation in industries such as manufacturing and logistics [4][11]. - Yang presented Huang with Lenovo's latest ThinkStation PGX workstation, which Huang praised as a "personal AI cloud" for developers, symbolizing their ongoing commitment to innovation in high-performance computing [4][12].

Core Viewpoint - The next opportunity in artificial intelligence (AI) is identified as "hybrid AI," which is expected to be a key breakthrough in the enterprise-level AI market and will permeate various sectors of the real economy, creating significant market opportunities [2][3]. Group 1: Trends in AI Development - The evolution of AI is moving from "generative AI" to "agent-based AI," focusing on reasoning and problem-solving capabilities, which will enhance the applicability of AI in enterprises [3]. - The core trend in the next phase of AI development will center on the enterprise market, characterized by the deep integration of public cloud models and customized open-source models [3]. Group 2: Collaboration between Lenovo and NVIDIA - NVIDIA and Lenovo are collaborating to develop an enterprise-level AI system based on RTX Pro, with NVIDIA providing advanced chips for this revolutionary server [4]. - The scale of cooperation between NVIDIA and Lenovo has already increased fivefold in recent years, with expectations to grow another fivefold in the next two years [5][6]. Group 3: Market Potential and Future Outlook - Every company and industry is expected to adopt AI, and countries are building AI infrastructure, which provides vast opportunities for collaboration between Lenovo and NVIDIA [7]. - The integration of technological advantages in server development and factory construction will drive AI automation transformations in industries such as manufacturing and logistics [7].

Los innovadores se presentan en el evento tecnológico más poderoso del mundo que regresa a Las Vegas del 6 al 9 de enero. ARLINGTON, Va., 3 de enero de 2026 /PRNewswire/ -- ® CES2026, el evento tecnológico más poderoso del mundo, regresa a Las Vegas, del 6 al 9 de enero, reuniendo a empresas globales, nuevas empresas innovadoras, ejecutivos de la industria, medios de comunicación globales y lÃderes gubernamentales para experimentar la próxima generación de tecnologÃa que resolverá los desafÃos globales. "CE ...

IT之家 1 月 3 日消息，今日，联想在社交平台上发布了联想集团董事长兼首席执行官杨元庆与英伟达创始人兼首席执行官黄仁勋的会谈，两人探讨了双方合 作的未来以及人工智能的未来。 当被问及如何将双方合作关系更上一层楼的时候，黄仁勋表示："过去两年我们实现了五倍增长，没有理由认为未来两年我们不能再次实现五倍增长。" "每一个公司都在使用 AI，每一个工业都将建立在 AI 底座上，每一个国家都会建设人工智能基础设施。"黄仁勋补充道。 此外，联想官方还透露，北京时间 1 月 7 日上午，CES 2026 联想创新科技大会将见证更多重磅合作和混合式 AI 落地信号。 IT之家注意到，联想集团董事长兼 CEO 杨元庆将在全球首座全沉浸式球幕场馆 Sphere 发表主题演讲，揭幕 FIFA 世界杯、世界一级方程式锦标赛等重磅合 作创新成果。 除此之外，联想官网显示英伟达创始人兼 CEO 黄仁勋、英特尔 CEO 陈立武、AMD 董事长兼 CEO 苏姿丰、高通总裁兼 CEO 克里斯蒂亚诺・安蒙、FIFA 主 席詹尼・因凡蒂诺、Sphere 总裁兼首席运营官 Jennifer Koester、微软执行副总裁 Yusuf Mehd ...