腾讯控股回购数量101.80万股，回购金额6.36亿港元，回购最高价为627.500港元，最低价为617.000港 元，年内累计回购金额12.71亿港元；小米集团-W回购数量380.00万股，回购金额1.49亿港元，回购最 高价为39.320港元，最低价为39.220港元，年内累计回购金额1.49亿港元；吉利汽车回购数量342.00万 股，回购金额6031.47万港元，回购最高价为17.900港元，最低价为17.520港元，年内累计回购金额 6031.47万港元。 集团 | 02598 | 连连数字 | 11.00 | 75.86 | 6.970 | 6.710 | 75.86 | | --- | --- | --- | --- | --- | --- | --- | | 00909 | 明源云 | 20.00 | 65.53 | 3.280 | 3.270 | 132.64 | | 02416 | 易点云 | 21.95 | 49.89 | 2.280 | 2.250 | 134.20 | | 02652 | 长风药业 | 1.50 | 48.54 | 32.920 | 31.700 | 85.42 | | ...

Core Viewpoint - The Hong Kong stock market, particularly the technology sector, is experiencing a strong recovery, with the Hang Seng Index rising 28% in 2025, marking its best annual performance since 2017. The technology sector remains a key focus for investors as they enter 2026 [1][3]. Group 1: Market Performance - The Hong Kong Technology ETF (513020) surged over 4% on January 5, 2026, during the mainland market closure [1]. - The Hang Seng Index's 28% increase in 2025 reflects a significant turnaround in the market [1]. Group 2: Supporting Factors for Technology Sector - The macroeconomic environment is improving, supported by a tariff truce between China and the U.S. and rising expectations for interest rate cuts by the Federal Reserve in 2026, alleviating external liquidity pressures [3]. - China's GDP grew by 5.2% year-on-year in the first three quarters of 2025, indicating a stabilization in the domestic economy [3]. - The explosive growth of the AI industry, exemplified by the performance of the domestic AI model DeepSeek, has significantly boosted market confidence and led to a revaluation of the entire industry chain [3]. - Semiconductor leader SMIC saw a remarkable 117% increase in its stock price in 2025, highlighting strong investor recognition of "hard technology" [3]. Group 3: ETF Characteristics - The Hong Kong Technology ETF tracks the CSI Hong Kong Stock Connect Technology Index, which includes major internet platforms like Tencent, Meituan, and Xiaomi, as well as heavyweights in the biopharmaceutical sector, providing a balanced exposure to both soft and hard technology [3]. - This structure allows the index to benefit from profit releases driven by internet giants while capturing the explosive growth in AI and other cutting-edge sectors [3]. Group 4: Future Outlook - Despite potential short-term volatility due to profit-taking, the long-term fundamentals of the Hong Kong technology sector remain strong [4]. - The price-to-earnings (PE) ratio of the Hang Seng Technology Index has rebounded from its lows but still offers a significant comparative advantage over U.S. tech stocks [4]. - The trend of capital inflow into Hong Kong stocks is expected to continue, supported by the resonance of "policy bottom" and "market bottom" [4]. - For investors optimistic about China's technological innovation and industrial upgrading, the Hong Kong Technology ETF (513020) is recommended for phased investment or systematic investment plans to capitalize on the ongoing technology bull market [4].

【#小米立即终止与相关KOL合作#】1月5日晚，小米集团董事长特别助理、战略市场部副总经理徐洁 云在社交平台发文致歉称："经过仔细的调查确认，我们的团队此前确实跟相关KOL有过接触。经大家 提醒，经过查证，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。" 徐洁云还表示："用户、米粉朋友们的感受，的确是我们最在乎的事情。实在抱歉，给大家带来很多的 困扰和不适，在此，诚挚向大家致歉。" 他还表示："看到徐洁云表示辟谣只是刚刚开始，我觉得这又算是公关行业的一个创新吧，这种全新的 交流方式能不能起到更好的效果？能不能解决小米面临的问题？我觉得值得拭目以待。" 雷军在1月3日晚的拆车直播中回应了外界关于小米的诸多质疑，第二天一早，徐洁云发文称："关于集 中辟谣，昨晚只是个开始。" 此前，小米投放KOL"万能的大熊"的消息在米粉中引发巨大争议，在徐洁云和雷军的微博下，众多网友 留言抵制，"支持小米和其他博主投放商单合作，但不能投放给每天都抹黑小米的大V。" 资料显示，"万能的大熊"本名宗宁，中国知名自媒体人及畅销书作者，代表作包括《格局逆袭：普通人 的制胜之道》《腾讯若投资京东，等于宣布退出电商》《支付宝微信支 ...

图片来源：直播截图 1月5日晚， 小米集团董事长特别助理、战略市场部副总经理徐洁云在社交平台发文致歉称："经过仔细的调查确认，我们的团队此前确实 跟相关KOL有过接触。经大家提醒，经过查证，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。" 徐洁云还表示："用户、米粉朋友们的感受，的确是我们最在乎的事情。实在抱歉，给大家带来很多的困扰和不适，在此，诚挚向大家致 歉。" 此前，小米投放KOL"万能的大熊"的消息在米粉中引发巨大争议，在徐洁云和雷军的微博下，众多网友留言抵制，"支持小米和其他博主投 放商单合作，但不能投放给每天都抹黑小米的大V。" 资料显示，" 万能的大熊"本名 宗宁 ，中国知名自媒体人及畅销书作者，代表作包括《 格局逆袭：普通人的制胜之道 》《腾讯若投资京 东，等于宣布退出电商》《支付宝微信支付之争关键在安全》《不是京东的收官之战》等，曾连续三年（2015-2017年）获微博科技与电 商领域十大影响力大V称号。目前其微博拥有粉丝人数257.1万。 2024年，"万能的大熊"因编造联想与华为对立的谣言，被判向联想集团道歉并支付经济损失及相关费用共计16万余元。去年6月，"万能的 大熊"微博 ...

Group 1 - Nvidia's next-generation AI chip, named "Rubin," has entered full production and is expected to launch later this year, offering AI computing performance five times that of its predecessor [3] - The Rubin platform consists of six independent Nvidia chips, with the flagship device featuring 72 GPUs and 36 CPUs, capable of connecting over 1,000 Rubin chips in clusters [3] - Key innovations include Context Memory Storage for faster responses in long conversations and Co-packaged Optics for enhanced networking capabilities [3] Group 2 - Nvidia announced a broader release of its "Alpamayo" software for autonomous vehicles, which aids in path decision-making and provides engineers with decision-making data [4] - The company remains a leader in AI model training but faces increasing competition in the inference segment from traditional rivals like AMD and Google [4] Group 3 - AI hardware startup Looki has completed over $20 million in Series A funding, led by Ant Group, with plans to focus on talent development, model iteration, product R&D, and supply chain integration [6] - Looki's first product, the Looki L1 wearable AI hardware, has seen rapid sales, with global sales nearing 10,000 units [6][7] Group 4 - Looki L1 features proactive AI capabilities that provide real-time suggestions based on user behavior, set to be showcased at CES [7] Group 5 - Xiaomi's CEO Lei Jun responded to discussions about the safety design of the YU7 vehicle, emphasizing the maturity of the "wheel detachment" safety concept, which has been used since 1959 [11][12] Group 6 - The CEO of Raybird announced plans to launch the first dual-eye AR glasses with eSIM technology, indicating a shift towards independent AR devices [16] - The company aims to implement a "charge phone bill, get glasses" model, similar to the smartphone adoption phase [16] Group 7 - Boston Dynamics showcased its next-generation Atlas robot, which has transitioned to an all-electric system and is now performing real manufacturing tasks [23] - The new Atlas robot features significant upgrades in structure, materials, and intelligence, allowing it to perform complex tasks in a factory environment [23][24] Group 8 - LG introduced its CLOiD home robot at CES, designed to assist with household chores, demonstrating basic capabilities such as placing items in a washing machine [26] Group 9 - WeChat launched an AI application growth plan, offering developers free access to cloud resources, AI computing power, and monetization support, aiming to make 2026 the "year of AI applications" [41][42] Group 10 - The collaboration between GAC Group and Huawei aims to enhance smart cockpit and AI technology, focusing on the integration of the HarmonyOS ecosystem and AI innovations [49][50]

Core Insights - The article discusses Xiaomi's proactive approach in addressing public concerns regarding its electric vehicle, the YU7, through a transparent live-streamed disassembly event led by CEO Lei Jun, showcasing the vehicle's safety features and design [1][2][4]. Group 1: Product Transparency and Safety - Xiaomi's live-stream event aimed to dismantle the YU7 to directly address safety concerns, including the vehicle's structural integrity and battery protection mechanisms [1][2]. - The engineering team demonstrated the YU7's safety features, such as a design that allows front wheels to detach during a collision to absorb impact energy, thereby protecting the passenger cabin [1][2]. - Lei Jun acknowledged industry-wide issues like vague marketing practices and committed to improving transparency in promotional materials [2][4]. Group 2: Market Performance and Future Plans - Xiaomi reported impressive delivery figures, with over 410,000 vehicles delivered in 2025, surpassing the initial target of 300,000, and the YU7 achieving 150,000 deliveries within six months of launch [4]. - For 2026, Xiaomi plans to focus on three key areas: investing 200 billion yuan in technology research and development, enhancing AI capabilities, and creating a comprehensive user experience [4]. - The company set a delivery target of 550,000 vehicles for 2026, aiming for overachievement [4]. Group 3: Industry Impact and Consumer Engagement - The live-stream event served as a platform for consumers to better understand automotive technology, making complex safety designs more accessible [5]. - Xiaomi's transparent approach may encourage other companies in the industry to adopt similar practices, fostering a competitive environment focused on product and technological excellence [5][7]. - The event highlighted the importance of innovation and quality in the automotive industry, emphasizing that long-term consumer trust can only be built through transparency and technical advancement [7].

MACD金叉信号形成，这些股涨势不错！ 责任编辑：石秀珍 SF183 2026年真是起个好头啊，假期发酵的脑机题材直接起飞，带飞了医药；存储又带飞了半导体。基本上算 全线起飞，尤其是港股，撑住了获利跑的资金，生物科技更是大涨4%，港股信息技术 ETF（159131） 大涨3.2%~ 港股信息技术 ETF（159131）是一只非常有特色且稀缺的ETF品种，也是目前全市场唯一一只跟踪中证 港股通信息技术综合指数的 ETF，其标的指数创新性地采用 "70% 硬件 + 30% 软件" 的配置结构，剔除 大市值互联网企业，聚焦 "半导体 + 电子 + 计算机软件" 三大核心领域。 从成分股构成看，该指数涵盖 42 家港股硬科技龙头，前十大权重股合计占比达 70.71%，龙头效应显 著，其中中芯国际以 20.48% 的权重稳居第一，华虹半导体、小米等芯片与电子制造龙头紧随其后，形 成 "国产替代核心 + 终端应用龙头" 的立体布局。港股信息技术 ETF（159131）不受 QDII 额度限制， 支持日内 T+0 交易。 2026年大家要重视港股行情，尤其是港股的稀缺资产，通过ETF投资港股应该是普通人最好的选择，没 有之 ...

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Core Viewpoint - The REDMI Turbo 5 series has officially launched with the introduction of the REDMI Turbo 5 Max, which offers comprehensive upgrades in performance, battery life, materials, and overall experience, positioning it as a flagship choice within its price segment [2][3] Product Features - The Turbo 5 Max is the first model in its price range to feature the Dimensity 9 series processor, providing a significant advantage over competitors that typically use mid-range or sub-flagship platforms [2][3] - The Turbo series has become the core product line for the brand in the 2000 to 3000 yuan price range, following the upgrade of the REDMI K90 series to a higher-end "champion flagship" [2][3] - The hardware specifications of the Turbo 5 series have been enhanced, including a 1.5K resolution display, 3D ultrasonic fingerprint recognition, a metal frame, and a glass back, which are design elements commonly found in high-end models [2][3] Audio and Battery - The new model features a symmetrical dual-speaker layout to enhance stereo sound experience, while the vibration motor has been standardized to a conventional X-axis linear motor [2][3] - The Turbo 5 series supports 100W fast charging technology and is equipped with the largest battery capacity to date from the brand, further strengthening daily power assurance [2][3]

Group 1 - Tesla terminated a production line leader for suggesting to extend working hours to increase output, which was deemed a violation of company policy against harming or pressuring employees [4][5] - The incident sparked discussions about corporate culture, contrasting Tesla's approach with the prevalent "996" overtime culture in traditional car manufacturers [5] Group 2 - ByteDance announced a comprehensive salary increase for interns across various positions, with the highest increase reaching 150%, effective from January 1, 2026 [11][12] - The salary adjustments are primarily applicable to first-tier cities and vary based on job type and business line [11] Group 3 - Xiaomi faced backlash after allegations surfaced that it had engaged a controversial influencer known for criticizing the brand, leading to a public apology from the company's PR manager [7][9] - The incident highlighted a significant trust crisis for Xiaomi, with many fans expressing feelings of betrayal [8][9] Group 4 - MiniMax, a Chinese AI unicorn, plans to set its Hong Kong IPO price at HKD 165, aiming to raise over HKD 4.2 billion, driven by strong demand from institutional investors [22][23] - The IPO is seen as a critical step for MiniMax in the global AGI arms race, backed by Alibaba and the Abu Dhabi sovereign wealth fund [22] Group 5 - Thunderbird Innovation completed a financing round exceeding 1 billion yuan, with participation from China Mobile and China Unicom, and signed a long-term strategic cooperation agreement [12][13] - The funding will support various initiatives, including eSIM technology and cloud services [12] Group 6 - Microsoft is reportedly planning a significant round of layoffs in January 2026, potentially affecting 10,000 to 15,000 employees, as part of ongoing organizational restructuring [38] - The layoffs reflect challenges in AI commercialization and internal management issues, alongside a push for a flatter organizational structure [38] Group 7 - Huawei's executive Yu Chengdong visited GAC Group to discuss collaboration on the HarmonyOS cockpit system, indicating a strategic focus on automotive applications of their technology [17][18] - The Harmony cockpit has evolved to version HarmonySpace 5, featuring over 30 new capabilities [18] Group 8 - Ant Group and Meituan invested in AI hardware startup Looki, which raised over USD 20 million in its A-round financing, aiming to accelerate product development and talent acquisition [27] - Looki's products focus on next-generation interactive devices, leveraging AI technology [27] Group 9 - Neta Auto's founder has been listed as a person subject to enforcement due to financial issues, highlighting the company's struggles after a peak in sales [29] - Neta Auto's parent company reported significant losses over the past three years, leading to operational challenges and potential bankruptcy [29] Group 10 - Porsche China terminated its authorization with the Zhengzhou Zhongyuan dealership due to operational issues, affecting customer services and vehicle deliveries [30][31] - The situation has raised concerns among consumers regarding their rights and the handling of deposits and vehicle documentation [31]