作者：龚进辉 最近，小米掌门人雷军转发网友晒出的熔岩橙小米YU7美图，并写道，"熔岩橙，很帅！但敢买的人太 少了。SU7和YU7都下架了！" 不难看出，他是真心喜欢熔岩橙配色，并对熔岩橙配色下架感到无比惋惜。在评论区，雷军继续留言说 道，"一款车漆，好看，而且大家都敢买，实在太难！"的确，小米SU7和小米YU7的熔岩橙之所以成为 绝版，根本原因在于橙色汽车过于小众。 要知道，汽车配色的选择通常以主流色为主，包括白色、黑色、灰色、银色，且主流色的汽车保值率会 略高。反观绿色、橙色、黄色的占比较低，冷门色的汽车保值率相对吃亏，即便车况与主流色版本相 同，评估价值也会有较大悬殊，最典型的要属白色奥迪A6L。 值得一提的是，雷军曾表示，车漆研发比大家想象的更加复杂，小米车漆研发周期基本需要15个月，目 标是确保在户外经历十年二十年风吹雨打不褪色。由此可见，熔岩橙配色是小米汽车团队的匠心之作， 只可惜叫好不叫座。 而即将在4月上市的新一代小米SU7，前不久雷军在直播中爆料，将提供9款配色，它保留了前代产品10 款配色中的四款，加入小米SU7 Ultra、小米YU7经典配色，并提供包括卡布里蓝在内的三款新配色。 你期待吗 ...

【CNMO科技消息】据CNMO了解，云米科技创始人兼CEO陈小平在社交平台上宣布，在近日的公司年 会上，为表彰一位负责大客户的员工"尽职尽责的不懈努力"并推动项目取得重要进展，公司决定奖励其 一台小米YU7汽车。陈小平同时许下愿景："2026年期待能奖励出更多台车。" 小米YU7 CNMO注意到，此次奖励的车辆为小米YU7的"寒武岩灰"配色。公开资料显示，该颜色是小米官方为 YU7提供的多种配色之一。而选装此类特殊车漆通常需要额外付费，根据行业信息，小米YU7的付费车 漆选择费用约为7000元。小米YU7于2025年6月正式发布，提供标准版、Pro版和Max版三个版本。陈小 平并未透露此次奖励的小米YU7是哪个版本。 云米科技是一家专注于全屋智能，尤其是净水领域的科技公司。在当前市场竞争激烈的环境下，公司正 寻求持续发展。根据市场调研机构GfK中怡康2025年上半年的数据，国内净水市场品牌竞争集中，云米 同样面临着激烈的市场角逐。此次CEO以高价值实物奖励核心员工，被视为在关键业务突破后，提振团 队士气、强化绩效文化的一种姿态。 陈小平将热门智能电动汽车作为对员工的最高奖赏之一，反映了智能汽车作为"硬通货"奖 ...

Core Insights - The REDMI Turbo 5 series is set to be unveiled, with a focus on maintaining strong performance in the mid-range market despite industry challenges such as rising memory prices [1][9][11] - The Turbo series aims to bridge the gap in the 2.5K price segment, ensuring competitive offerings that uphold the brand's reputation for value [4][12] Industry Challenges - The smartphone industry is facing increased challenges, particularly due to rising memory prices, which may force brands to either increase prices or reduce specifications, undermining the value proposition of mid-range devices [1][4][11] - The Turbo series is positioned to tackle these challenges by delivering high-performance products that maintain affordability [4][12] Product Features - The Turbo 5 Max will feature a 9000mAh battery, which is the largest and highest energy density battery in its class, providing performance comparable to competitors with 10000mAh batteries [1][6][12] - The device will be powered by the Dimensity 9500s chip, achieving a benchmark score of 3.61 million, which positions it as a high-performance option even against devices priced above 4000 yuan [6][12] - The Turbo 5 Max emphasizes a premium user experience with high-quality materials, thoughtful design, and features such as dual speakers and full waterproofing [1][6][12] Market Positioning - The Turbo series has established itself as a performance leader, with previous models achieving significant sales milestones, including breaking records for first-day sales across all price segments [4][12] - The introduction of the Turbo 5 Max represents a strategic move to enhance the brand's appeal to younger consumers by offering uncompromised performance and features at competitive prices [1][12]

| 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 98.43亿股 | 70.92% | | 绿色动力环保(01330) | 2.80亿股 | 69.34% | | 凯盛新能(01108) | 1.69亿股 | 67.61% | | 天津创业环保股份(01065) | 2.30亿股 | 67.53% | | 中国神华(01088) | 22.34亿股 | 66.14% | | 大眾公用(01635) | 3.51亿股 | 65.81% | | 南方恆生科技(03033) | 93.69亿股 | 65.62% | | 昊天国际建投(01341) | 72.52亿股 | 65.35% | | 广汽集团(02238) | 17.71亿股 | 62.95% | | 昭衍新药(06127) | 0.75亿股 | 62.72% | | 中远海能(01138) | 8.00亿股 | 61.70% | | 吉宏股份(02603) | 0.41亿股 | 60.42% | | 弘业期货(03678) | 1.49亿股 | 59.57% | | 中州证券(013 ...

友邦保险-R(81299)、京东健康-R(86618)、百度集团-SWR(89888)上一交易日沽空比率位于前三位，分别 为100.00%、100.00%、95.46%。泡泡玛特(09992)、阿里巴巴-W(09988)、小米集团-W(01810)的沽空金 额位居前三，分别为13.00 亿元、12.60 亿元、10.64 亿元。百度集团-SWR(89888)、深圳高速公路股份 (00548)、商汤-WR(80020)的偏离值位居前三，分别为62.11%、37.02%、34.65%。 前十大沽空比率排行 前十大沽空偏离值排行 | 股票名称 | 沽空金额 | 沽空比率 | 偏离值↓ | | --- | --- | --- | --- | | 百度集团-SWR(89888) | 119.43 万元 | 95.46% | 62.11% | | 深圳高速公路股份(00548) | 164.67 万元 | 48.73% | 37.02% | | 商汤-WR(80020) | 15.48 万元 | 87.41% | 34.65% | | 中国平安-R(82318) | 245.20 万元 | 72.58% | 33.06% ...

【CNMO科技早报】数码博主"智慧芯片案内人"发布了2025年中国手机市场各厂商高端机（售价4000元 以上）的出货量占比情况；小米创始人雷军发文称："小米造车的初心：为驾驶者们造一辆好车， 一辆 承载他们所有向往的梦想之车"；三星电子会长李在镕近日向公司高管强调："现在不是因'数字'略有改 善而自满的时候"；根据韩国贸易协会国际贸易通商研究院发布的报告，韩国在工业机器人安装数量上 排名全球第四，机器人密度位居全球第一。 从整体数据来看，中国市场高端机出货量占比平均值为35%。在这场激烈的竞争中，苹果以高达98%的 占比一骑绝尘；华为以56%的占比稳居第二；而小米以20%的占比位列第三。其余厂商中，vivo占 17%、OPPO占12%、荣耀占10%。 CNMO注意到，只有苹果和华为超过了35%的平均值，其余厂商均存在一定差距。换个角度看，这也意 味着它们在高端市场有着巨大的增长潜力和发展空间。 据CNMO了解，车质网发布的2025年第四季度国内热销SUV质量排行显示，小米YU7在投诉销量比这一 关键质量指标上表现突出，数值为万分之0.9，低于行业平均水平（万分之24.8），在参与评比的358款 车型中位列第一 ...

【腾讯宣布：春节发 10 亿元现金！单个红包最高达 1 万元，可直接提现到微信】 1 月 25 日，腾 讯宣布，将在 2 月 1 日上线春节活动，用户上元宝 App 分 10 亿现金红包，单个红包金额可达万 元。 App 内点击主页的预约卡片即可进入春节会场预约页面，提前预约的用户将在 2 月 1 日活动开 启当天，额外获得 10 次抽奖次数。 腾讯方面相关人士透露，上述红包金额可以从元宝直接提现到微信。（每日经济新闻） 【百度：发5亿现金】 1月25日 ，百度发布文心助手关于春节现金红包活动的通知。自1月26日至3 月12日，用户在百度APP使用文心助手，有机会瓜分5亿现金红包，最高可获得1万元奖励。此外， 完整早报音频，请点击标题下方小耳机收听 百度APP还将作为首席AI合作伙伴合作《2026北京广播电视台春节联欢晚会》。 （凤凰网） 【雷军：新一代小米 SU7 争取春节前部分样车进店】 1 月 25 日，小米创办人、董事长兼 CEO 雷 军发文表示，新一代 SU7 卡布里蓝实车非常漂亮，争取春节前部分样车能够进店，到时候大家就可 以到店感受。现在已经开始小订。 （ 新浪财经） 【苹果客服回应 iPhon ...

Group 1 - Tencent and Baidu are distributing significant cash rewards during the Spring Festival, with Tencent offering 1 billion yuan in cash red envelopes and Baidu providing 500 million yuan in cash rewards through its app [2] - Apple has initiated a major discount on the iPhone Air 256GB model, reducing the price from 7999 yuan to 5499 yuan, marking the largest price drop for this model in history [2] - Nvidia's CEO Jensen Huang is visiting China to deepen cooperation in AI technology, while the company faces production halts for certain components [3] Group 2 - Xiaomi's CEO Lei Jun announced that the new generation of Xiaomi SU7 is expected to have sample cars available before the Spring Festival [5] - NIO's subsidiary has achieved 91.36% progress in its battery doubling plan, with over 7309 new batteries invested as of January 24 [5] - Hunan Gold plans to acquire 100% equity of two companies to enhance its competitiveness in the precious metals refining and processing sector [5] Group 3 - Microsoft is addressing issues with Windows 11 that have affected basic applications, while also expanding its gaming strategy to include Xbox games on PS5 and Switch [8] - Amazon's low Earth orbit satellites are facing criticism for their brightness affecting astronomical observations, and the company is experiencing a decline in order volume [8] - The U.S. government plans to invest 1.6 billion USD in a rare earth company to secure critical mineral supplies, acquiring a 10% stake [8] Group 4 - Samsung Electronics plans to increase NAND flash supply prices by 100% in Q1 2026, reflecting ongoing tensions in the semiconductor market [10] - Toyota maintains its leading position in the Thai automotive market while facing challenges in electric vehicle transitions in China [10] - SK Hynix aims to launch high bandwidth memory samples by 2026 to meet the demands of AI and data center high-performance computing [10] Group 5 - Volkswagen's CEO stated that plans to build an Audi factory in the U.S. are contingent on tariff reductions, while its joint venture plans to launch 13 new models by 2026 [12] - BMW is implementing a second official price adjustment in 2026, with some models seeing price reductions exceeding 60,000 yuan [12] - LVMH is increasing investments in the beauty sector to strengthen its position in the high-end beauty market [12]

• 本周市场 聚焦 美联储1月利率决议， "超级财报周"重磅来袭，苹果、微软等科技巨头将发布财报 • 美联储继任主席最热门人选出炉 • 权益基金新发显著回暖， 年内新成立基金募资超700亿元 • 北交所打新资金首破万亿， 中签门槛显著抬升 • 苹果降价促销， 部分产品已缺货 • 全球存储器涨价潮加剧， 三星NAND闪存价格上调超100% 1. 本周全球市场大事不断！美联储将于北京时间1月30日凌晨3:00公布1月利率决议；美股"七巨头"财报密集发布；中国1月PMI数据将揭示经济开局态 势。 与此同时，多个产业大会备受关注，包括中国信通院太空算力研讨会、欧盟-印度峰会、OPEC+月度会议、亚洲金融论坛等。 2. 美联储继任主席人选牵动市场神经，美国总统特朗普可能最早于本周宣布新任美联储主席人选。 特朗普对全球资产管理巨头贝莱德公司高管里克·里德 尔的公开称赞，则让这位华尔街资深人士迅速跃升为美联储继任主席热门人选，目前在预测平台上，里德尔获提名的概率从4%升至50%左右。 1. 北京市2026年经济社会发展主要预期目标明确，包括：地区生产总值增长5%左右，一般公共预算收入增长4%左右，城镇调查失业率控制在5%以 ...

Group 1 - The core message is that Xiaomi's founder and CEO Lei Jun announced the new generation SU7 Cabriolet Blue vehicle, which is expected to have some sample cars available in stores before the Spring Festival [1] - The company has started accepting small orders for the SU7 Cabriolet Blue [1] - Lei Jun previously praised the Lava Orange color for the SU7 and YU7 models, noting that while it is visually appealing, few customers are willing to purchase it, leading to the discontinuation of this color option [4]