Group 1 - The core message of the news is the announcement of the new generation SU7 by Xiaomi, which will see a price increase due to rising costs and enhanced configurations [1][9] - Xiaomi's founder Lei Jun addressed concerns about the marketing strategies, emphasizing the importance of accurate communication and expressing discomfort with the term "marketing" being used negatively [1][4] - The new generation SU7 is expected to launch in April 2024, featuring significant improvements in safety, design, and technology, including full configuration of advanced driving assistance systems [9][6] Group 2 - Lei Jun mentioned that he personally writes most of his social media posts, often during busy schedules, to clarify misconceptions about his online presence [2] - Xiaomi's public relations team has faced challenges recently, with Lei Jun acknowledging the need for improvement and asking for patience from fans [4] - The SU7 model has seen significant success, with over 360,000 units delivered in just 1 year and 9 months, making it one of the best-selling cars in its price range [8]

一个简单的商业投放，引发好几天的轩然大波，霸占社交媒体热搜，这是小米最近又「创造」的一个现象级事件。 事件大概小柴知道了，就是小米和万能的大熊有过合作接触后，遭到米粉的声讨，雷军等小米高管评论区沦陷。传小米投放大熊致雷军徐洁云评论区沦 陷！米粉破防直呼退车退手机…… 而昨日晚，小米公司发布通报雷军发大火？许斐徐洁云被取消全年绩效奖金，万能的大熊再回应……：经过管理层讨论，认为该事件严重违背公司原则， 也严重伤害米粉朋友们的感情，属于严重违规，按公司制度做出如下处罚： 涉事负责经办人员，做辞退处罚。同时，集团副总裁兼CMO许斐和集团公关部总经理徐洁云承担管理失职责任，予以通报批评，扣除2025年相关绩效成 绩，并取消2025年度奖金。 在今晚的直播中，雷军也正式回应该事件，雷军表示：此次处罚是经过认真调查和管理层慎重商量后的严肃处理。 随后，徐洁云回应：我们立即终止可能进行的任何形式的合作，且以后也不会合作。雷军等小米高管评论区被冲后！徐洁云回应投放大熊：向米粉道 歉…… 为什么处罚这么严重，雷军表示，是因为KOL一直在攻击、贬低、诅咒用户！ 他还称，该事件并非因为KOL批评小米或得罪米粉，而是因为相关KOL一 ...

2，回应媒体投放 关于此前雷军表示不做投放推广，如今却进行相关投放话题时，徐洁云表示，十多年前确实不投放也没公关部，靠工程师和用户沟通。现在集团规模太大 了，有公关投放也是向同行学习，一点点建立市场营销体系。 在1月3日四个半小时拆车加辟谣直播后（雷军集中回应绿化带战神、瞬间刹停、七千法务……黑公关不想让我说话！）雷军1月7日晚，借着介绍新一代 SU7，又进行了一波集中的辟谣与热点事件回应。 这其中包括近期小米投放大熊的争议事件——传小米投放大熊致雷军徐洁云评论区沦陷！米粉破防直呼退车退手机……还有将自家芯片玄戒O1读成玄戒 01、一个杯子开会15次、被贴营销标签、丢落保车、不投放KOl、掉粉、身高……小柴总共梳理了十七条…… 1，回应大熊事件 关于近期热点事件，即大熊事件为何处罚这么严重，雷军表示，该事件并非因为KOL批评小米或得罪米粉，而是因为相关KOL一直攻击贬低小米用户， 甚至诅咒小米用户，这是小米公司所不能容忍的。 他还表示，「我们的底线是什么？保护我们的用户，保护我们的车主，绝对不能容忍任何人诋毁车主，什么诅咒车主的KOL，不能和这样的人合作，这 就是我们的底线。同时，我也希望那个米粉朋友们给他们 ...

Key Points - Multiple automakers have announced their sales targets for 2026, with Geely aiming for 3.45 million units this year, representing a 14% growth rate, making it the highest among disclosed targets [4] - Dongfeng Group has set a target of 3.25 million units for 2026, with an estimated growth rate exceeding 30%, including 1.7 million electric vehicles [4] - Chery Group aims for 3.2 million units, a 14% increase from 2025, while Great Wall Motors has lowered its target from 2.49 million to 1.8 million units, reflecting a 36% growth from last year [5] - NIO's sales target for 2026 is set between 456,000 and 489,000 units, indicating a growth rate of 40-50% [5] Domestic News - Lei Jun, founder of Xiaomi, expressed his discomfort with being labeled a "marketing master," emphasizing that Xiaomi's success is rooted in product and technology rather than marketing [7] - Changan Automobile refuted rumors about canceling year-end bonuses, confirming a plan to distribute bonuses equivalent to 4.3 months' salary plus a fixed amount of 3,000 yuan [10][11] - Realme will return to OPPO as a sub-brand, with CEO Sky Li overseeing all sub-brand operations, aiming for better resource integration [13] International News - Tesla faced a significant decline in European sales for 2025, with a 27.8% drop from approximately 326,000 units in 2024 to about 235,000 units [35] - The decline was particularly severe in Germany, where sales plummeted by 48.4%, and in France, where new policies negatively impacted sales by 37.5% [36][37] - Despite the overall downturn, Tesla saw a 41.3% increase in Norway, although this growth is expected to be short-lived due to upcoming changes in electric vehicle incentives [37] Company Developments - IKEA China announced the closure of seven stores as part of a strategy to optimize its channel layout and enhance business resilience [14] - Huawei's spun-off business, xFusion, is set to initiate an IPO, with a valuation estimated at nearly $9 billion [15] - Roborock unveiled a concept cleaning robot at CES 2026, featuring a unique design that allows it to navigate stairs [30]

Group 1 - He Fu Lao Mian responded to consumer claims about pre-made dishes, stating that their products are made in a central kitchen and do not fall under the category of pre-made meals [5] - He Fu Lao Mian was established in 2012 and currently operates 583 stores, with an average consumer spending of 32.97 yuan, over 50% of which are located in first-tier and new first-tier cities [5] Group 2 - The price of memory modules has surged, with some units exceeding 49,999 yuan, leading to comparisons with the cost of a house in Shanghai [7] - NIO's CEO Li Bin mentioned that rising memory prices are creating cost pressures for the automotive industry, suggesting consumers consider purchasing vehicles sooner [7] Group 3 - ByteDance denied rumors of entering the automotive industry, clarifying that there are no plans to manufacture cars [8] - Google's market value surpassed Apple's for the first time since 2019, reaching 3.88 trillion USD, highlighting a divergence in AI strategies between the two companies [8][9] Group 4 - The State Administration for Market Regulation and the National Internet Information Office released new regulations to prevent platforms from using big data to exploit consumers [9] - Same-day ticket sales for the KPL Spring Season faced issues due to server overload from high traffic, leading to an apology from Tongcheng Travel [9] Group 5 - Long-term rumors about Changan Automobile canceling year-end bonuses were refuted, with the company affirming its commitment to employee rights and sustainable development [12] - The founder of Prince Group was arrested in Cambodia and sent back to China for investigation related to international telecom fraud and money laundering [12] Group 6 - Lenovo announced a partnership with NVIDIA to launch an "AI Cloud Super Factory," aimed at accelerating AI deployment for cloud service providers [13] - Xiaomi's new electric vehicle model SU7 is expected to launch in April, featuring significant enhancements and advanced safety features [13] Group 7 - Berkshire Hathaway increased the salary of its new CEO Greg Abel to 25 million USD, significantly higher than Warren Buffett's long-standing salary of 100,000 USD [14] - The market regulator announced adjustments to the certification model for certain products, shifting from self-declaration to third-party certification [15] Group 8 - Intel unveiled its third-generation Ultra processors at CES 2026, utilizing the latest 18A manufacturing process to enhance transistor density and energy efficiency [21] - The AI company Anthropic is preparing to raise 10 billion USD at a valuation of 350 billion USD [24]

1月7日晚间，小米集团创始人、董事长、CEO雷军开启直播。 谈到新一代SU7涨价，雷军表示："新一代SU7从里到外都有大的进步，在今天整个成本大涨的情况下很难做到加量不加价，而且我们加了好几万 的配置，所以肯定做不到，也请朋友们能够谅解，当然我看到更多的评论是觉得这个预售价非常非常厚道。" 雷军再次谈及小字营销："我被小字营销搞怕了，所以我现在要求他们力求准确。网友们觉得哪里不对就立刻投诉，督促去改。" 对于"营销大师"的标签，雷军回忆称，"营销大师"这个标签源于2013年或2014年一档娱乐节目，节目中两个团队PK，一个由他领队，另一个由刘 强东领队。对方小组商量千万别跟雷军比营销，理由是他能卖出几十万台手机，后来这一说法就被放大了。 对于一个月掉粉20多万，雷军回应：确实是掉了，但其实也只是0.6%。过去半年被诋毁得很惨，状态不好。也没怎么拍视频，掉点粉丝也很正 常。 此外，雷军表示，"我的微博基本上都是我自己写的，我往往是早晨起来写一堆在那搁着，在某个会议中间就发出去了。"雷军称，"可能给大家误 解，我好像每天都活在微博、抖音上，其实我每天的日程安排特别忙，我往往是在休息或者开会无聊摸鱼的时候发一条。" ...

Group 1: Memory Prices and Market Impact - The price of memory modules is surging, with some units exceeding 40,000 yuan, and a box of 100 units could cost nearly 500 million yuan, comparable to the price of a house in Shanghai [1][3] - The global demand for AI computing power is causing a severe shortage in memory semiconductors, leading to significant price increases [3] - Companies like Samsung and Hynix have announced price hikes for DRAM products, with increases expected to be between 60% to 70% in Q1 compared to Q4 of the previous year [3] Group 2: Automotive Industry Developments - NIO's CEO Li Bin indicated that rising memory prices are creating cost pressures for the automotive industry, suggesting consumers consider purchasing vehicles sooner [3] - ByteDance has denied rumors about entering the automotive sector, clarifying that there are no plans to manufacture cars [3] - Changan Automobile refuted claims regarding the cancellation of year-end bonuses, asserting that the company is maintaining its incentive plans based on performance [6] Group 3: Corporate Leadership Changes - Berkshire Hathaway has increased the salary of its new CEO Greg Abel to $25 million, which is 250 times higher than Warren Buffett's long-standing salary of $100,000 [9] - Lenovo announced a collaboration with NVIDIA to launch an "AI Cloud Super Factory," aimed at enhancing AI deployment capabilities [7] Group 4: Regulatory Developments - The State Administration for Market Regulation and the National Internet Information Office released the "Regulations on the Supervision of Online Trading Platform Rules," aimed at regulating platform rules and protecting consumer rights [4] - The market regulator has adjusted the certification model for certain products, shifting from self-declaration to third-party certification for 16 types of products, including electric tools and automotive safety components [9] Group 5: Technology and Innovation - Intel is developing a dedicated gaming platform with custom chips to enhance its presence in the portable gaming device market [13] - OpenAI has introduced a new feature for ChatGPT that allows users to analyze medical test results and receive health guidance, marking a significant step into the healthcare sector [17] - Microbotics has successfully completed the world's first "large model autonomous surgery" animal experiment, pushing the boundaries of AI in the medical field [18]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：DoNews 雷军直播回应争议：澄清营销标签、续航误解及多项质疑 1月7日，雷军在直播中回应了近日小米与"万能的大熊"合作引发的争议以及外界针对其个人和公司的多 方面质疑。 雷军表示，此次对相关KOL的处罚是经过认真调查和管理层慎重商量后的决定。事件起因并非该KOL 批评小米或得罪米粉，而是因其长期攻击贬低小米用户，甚至诅咒小米用户，这是公司不能容忍的行 为。雷军强调，保护用户是企业的底线，必须坚定维护用户和车主利益，绝不与诋毁用户的KOL合 作。 同时，雷军承认公关部在处理过程中存在不足，公司已决定对其进行批评和处罚。他指出，公关部在过 去八九个月持续承受高烈度负面舆情压力，工作出现变形，希望米粉理解并给予改过机会，共同维护理 性舆论环境。 针对"雷军曾称不做投放"的说法，小米集团公关部总经理徐洁云回应称，十多年前小米创业初期确实依 靠工程师在社区和微博直接沟通，没有专门市场或公关团队。如今公司规模从初创发展至拥有七八万名 员工，业务复杂度大幅提升，已逐步建立市场营销体系，做法需结合当前实际情况看待，不可简单对比 过去。 对于被 ...

Core Viewpoint - Xiaomi faced a significant trust crisis among its fans due to a controversial collaboration with a KOL known for derogatory remarks about Xiaomi users, prompting a public apology and accountability measures from the company's leadership [1][3][5]. Group 1: Incident Overview - The incident was triggered by Xiaomi's plan to collaborate with a KOL who had previously made negative comments about Xiaomi users, leading to a backlash from fans who felt betrayed [3]. - Xiaomi's public relations team responded quickly, halting the collaboration and announcing disciplinary actions against involved personnel, including the dismissal of the responsible staff and penalties for senior management [5][9]. - The founder, Lei Jun, emphasized the importance of user respect and acknowledged the ongoing challenges faced by the PR team amid a series of negative public sentiments [5][10]. Group 2: Implications for the Company - The incident highlighted the need for careful vetting of KOL partnerships, focusing on value alignment rather than just traffic, revealing internal management oversights [10]. - Xiaomi's commitment to rectify the situation and maintain user trust was seen as a crucial step in rebuilding relationships with its fanbase [9][12]. - The company must continue to prioritize user satisfaction and improve both product quality and communication strategies to navigate the challenges in the new energy vehicle sector [12][13].

Group 1 - The top three stocks with net inflows are Yingfu Fund (02800) with 6.826 billion, Hang Seng China Enterprises (02828) with 2.151 billion, and Kuaishou-W (01024) with 1.553 billion [1] - The top three stocks with net outflows are Tencent Holdings (00700) with -0.920 billion, China Mobile (00941) with -0.365 billion, and China Hongqiao (01378) with -0.257 billion [1] - In terms of net inflow ratio, Jiangsu Ninghu Expressway (00177) leads with 68.66%, followed by COSCO Shipping Ports (01199) with 62.64%, and Beijing Enterprises Water Group (00371) with 62.27% [1] Group 2 - The top ten stocks by net inflow include Xiaomi Group-W (01810) with 1.020 billion and Southern Hang Seng Technology (03033) with 0.944 billion [2] - The top ten stocks by net outflow also include China People's Insurance Group (01339) with -0.255 billion and GCL-Poly Energy (03800) with -0.213 billion [2] - The net outflow ratio for China National Building Material (03323) is -48.46%, followed by Gao Xin Retail (06808) at -48.27% and Swire Properties (01972) at -47.79% [3]