要闻提示 NEWS REMIND 1月15日消息，据官方媒体消息，当地时间2026年1月14日，美国白宫宣布，从15日起对部分进口半导 体、半导体制造设备和衍生品加征25%的进口从价关税。此前，当地时间2025年8月6日，美国总统特朗 普表示，美国将对芯片和半导体征收约100%的关税。特朗普称，如果在美国制造，将不收取任何费用。 特朗普当天在白宫表示，这一税率将适用于"所有进入美国的芯片和半导体"，但不适用于已承诺或已启动 程序在美国制造相关产品的企业。 值得一提的是，当地时间2026年1月14日，美国联邦最高法院未就特朗普政府关税政策的合法性作出裁 决，相关案件仍未有最终判定。当天，美国联邦最高法院公布了三项裁决，但并未对涉及总统特朗普实施 全球大规模关税措施的合法性的案件作出决定。特朗普政府2025年上台后援引美国《国际紧急经济权力 法》，以不经过国会批准、直接颁布行政令的方式出台一系列加征关税措施，在美国国内引发一系列法律 诉讼。在美国联邦巡回上诉法院和美国国际贸易法院分别裁定特朗普政府一揽子关税政策违法后，特朗普 政府向联邦最高法院提出上诉。 联邦最高法院原本宣布将在1月9日就关税政策合法性作出裁决， ...

1月14日，阿里云智能集团资深副总裁、公共云事业部总裁刘伟光表示："阿里云的目标是拿下2026年中 国AI云市场增量的80%。" 刘伟光补充说，过去取得什么成绩并不重要，变化才刚刚开始。 点评：这一目标显示出阿里云在AI云市场的雄心和战略布局，旨在通过技术创新和市场拓展，进一步 提升其在AI云市场的份额。后续，其需要通过持续的技术创新和产品优化，进一步满足市场对AI云服 务的需求。 NO.3 京东发起首届AI影视创作大赛 ｜2026年1月15日星期四｜ NO.1 普洛斯新设中国CEO职位创始成员赵明琪出任 1月14日，普洛斯集团宣布任命赵明琪为普洛斯中国首席执行官。这是普洛斯新设职位，主要面向管理 中国市场的物流及产业基础设施、算力中心、新能源等相互协同的业务板块，向全球首席执行官梅志明 汇报。 点评：普洛斯的这一任命有助于其在中国市场中更好地整合资源，提升运营效率。通过设立中国CEO职 位，普洛斯能够更精准地应对中国市场的特殊需求和挑战，提升市场竞争力。 NO.2 阿里云2026年目标：拿下中国AI云市场增量的80% （文章来源：每日经济新闻） 1月14日，京东首届AI影视创作大赛正式启动，面向全民开放报名 ...

智通财经APP获悉，周三，美股三大指数集体收跌。恒生指数ADR下跌，按比例计算，收报26783.18点，较香港收市跌216.63点或0.8%。 | .HSIADR 恒生指数ADR | | --- | | 26783.18 ↓ -216.63 -0.80% - 收盘价 01/14 16:00 美东 | | ■ 可 可 可 ■ | | 最高价 26918.58 开盘价 26889.75 成交量 8240.94万 | | 最低价 26724.89 昨收价 26999.81 平均价 26821.74 | | 52周最高 27275.90上 涨 -- · 韓 ·· | | 52周最低 19335.70 下 跌 -- 振 幅 0.72% | | A | | 800000 恒牛指数 26999.81 +151.34 +0.56% | 大型蓝筹股多数下跌，汇丰控股收报127.501港元，较香港收市涨0.39%；腾讯控股收报632.594港元，较香港收市跌0.06%。 | 序号 | 名称 | 港股代码 | 最新价 | 涨跌额 | 涨跌幅 | ADR代码 | ADR换算价(HKD) | 较港股升跌 较滑 | | --- | -- ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Market Overview - The Hong Kong stock market continued its volatile structure, with the Hang Seng Index closing up 0.56%, the Hang Seng China Enterprises Index up 0.32%, and the Hang Seng Tech Index up 0.66% [2] - The trading volume reached 340.39 billion HKD, marking a new high in nearly two and a half months, although the index faced selling pressure around the 27,000-point level [5] Performance of Major Stocks - Major tech stocks showed mixed performance, with Alibaba rising over 5% for four consecutive days, while Meituan fell over 3% and JD.com dropped over 1% [3] - Alibaba's stock price reached 169.00 HKD, up 9.10 HKD, while Tencent Holdings increased by 5.50 HKD to 633.00 HKD [4] Sector Performance - AI healthcare, dining, and gaming stocks were active, while gold and non-ferrous metal sectors remained strong [5] - The wind power sector continued to weaken, along with financial, aviation, photovoltaic, and military sectors [5] - The AI trend is expanding into medical applications, with clear mainline hotspots in gold and non-ferrous sectors [5] Short Selling Activity - The total short selling amount was 36.44 billion HKD, accounting for 10.71% of the trading volume, with Alibaba, Tencent, and Alibaba Health being the top three in short selling amounts [5] Macro Factors - The General Administration of Customs released foreign trade export data, providing fundamental support for the market [6] - The A-share market experienced a decline in sentiment due to the news of an increase in financing margin ratios, impacting trading volumes [7] Investment Sentiment - Huatai Securities noted that the A-share market had significantly outperformed while the Hong Kong market lagged, leading to a rise in the AH premium index to 122.7, indicating a potential for the Hong Kong market to catch up post-Chinese New Year [9]

Core Insights - JD.com has launched its first AI Film Creation Competition, inviting users to create videos using AI technology in conjunction with the "Ma Honghong" IP character and other brand images [1][3] - Participants must submit original AI-generated short films of at least 15 seconds, with no restrictions on the AI tools used, as long as AIGC technology is significantly applied [1][3] - The competition features a prize structure that includes a total potential cash reward of up to 100,000 yuan for individuals, with specific awards for the top three entries and additional prizes for creative use of the "Ma Honghong" character [1][3] Prize Structure - The competition's prize consists of a base prize, a special creative award for the Year of the Horse, and brand bonuses, with the first-place winner receiving 50,000 yuan, second place 30,000 yuan, and third place 20,000 yuan [1][3] - An additional special creative award of 10,000 yuan is available for participants who incorporate the "Ma Honghong" character in their submissions, with registration for this award starting on January 19 [1][3] Evaluation Mechanism - The evaluation of entries will be based on two equal components: 50% weight from video content performance data, automatically scored by the platform based on views, and 50% from feedback by a professional jury [2][4] - The jury will consist of external directors, university experts, and members of the JD AI Film Creation Competition organizing committee, assessing entries on aesthetic creativity, thematic creativity, AI technology execution, and originality [2][4] - All submitted works will undergo a compliance screening within 48 hours, after which they will be publicly displayed to accumulate view data, with winners announced on February 6 [2][4]

1月14日，京东生鲜发布"烘焙品类核心商家招募计划"，面向烘焙行业优质源头商家、品牌方、经销商 及工厂发出合作邀请。该计划将为合作伙伴提供从入驻、流量扶持到订单采购的全链路支持，共同推动 烘焙行业高质量发展。 "烘焙行业是一片充满潜力的市场蓝海"，京东生鲜烘焙品类负责人坦言，此次发布商家招募计划，也是 希望与烘焙行业优质商家开展深度合作，为商家提供高效、稳定的增长平台，同时引入更多高品质烘焙 商品，为消费者带来更多安全可靠、高性价比的烘焙美味。 严格品控：给消费者安全、健康、高性价比的烘焙美味 在快节奏的现代生活中，烘焙食品早已超越了单纯的饱腹功能，成为承载情感与仪式感的重要载体。无 论是"新晋顶流"奶皮子蛋糕，还是"畅销网红"榴莲千层、红颜草莓蛋糕，抑或便捷美味的蛋挞、披萨， 这些精心制作的烘焙产品，不仅满足了人们的味蕾需求，更为日常生活注入了温暖与甜蜜，成为不可或 缺的"幸福催化剂"。 然而，烘焙行业快速发展的同时，也涌现出一些乱象：原料以次充好现象时有发生，如部分产品用人造 奶油冒充动物奶油；冷加工产品存在运输化冻风险；产品同质化严重，导致恶性竞争；再加上工厂溯源 体系不完善，产品出现问题后追责困难。此 ...

北京商报讯（记者 刘一博 冯若男）1月14日，北京商报记者从京东酒业公众号获悉，京东独家首发茅台 悠蜜气泡酒。新品规格为750ml/瓶，酒精度为5%vol，目前共有两款口味，包括玫瑰荔枝气泡酒、代代 花香柚气泡酒。 ...

Core Insights - The article discusses how leading brands like L'Oréal Paris and Midea have successfully doubled their user assets during the 2025 JD 11.11 shopping festival by utilizing the JD VALUE methodology, which addresses the challenges of rising traffic costs and fragmented marketing environments [1][23]. Group 1: JD VALUE Methodology - The JD VALUE methodology consists of three core modules: Vector (strategy and insights), Acquire & Lead (reach and stimulate), and Upsell (conversion), forming a comprehensive value growth system [1][9]. - The V module serves as a "steering wheel" for marketing, enabling brands to diagnose user assets and benchmark against industry standards, thus identifying growth directions [3][8]. - The methodology emphasizes a shift from traditional marketing approaches to a data-driven strategy, allowing brands to focus on user asset health rather than just immediate ROI [18][21]. Group 2: Implementation by Midea and L'Oréal - Midea identified two key issues using the VALUE methodology: a significant gap in the A1 awareness group and a lack of smooth conversion from A2 to A3 and A4 [3][6]. - Midea's strategy involved targeting key platforms like Xiaohongshu, Douyin, and Bilibili for user acquisition, moving away from blind marketing to more precise investments [6][9]. - L'Oréal's approach included a three-step strategy of "expand-attack-defend," focusing on untapped potential users, brand switchers, and reinforcing loyalty among existing customers [8][15]. Group 3: Performance Metrics - Midea's marketing efforts during the JD 11.11 event resulted in a 48% growth in 4A user assets, the highest in the industry, and a 55% increase in potential customer engagement [15][16]. - L'Oréal achieved industry-leading conversion rates across various user stages, demonstrating the effectiveness of the VALUE methodology in enhancing user engagement and loyalty [15][16]. - The evaluation metrics used in both brands' strategies included long-term user asset growth rates and customer lifetime value (CLV), moving beyond short-term sales figures [15][18]. Group 4: Ecosystem Integration - JD has established deep collaborations with major platforms like Tencent, Xiaohongshu, and Douyin, creating a seamless "outbound grass-planting to inbound conversion" marketing chain [13][19]. - The VALUE methodology promotes an integrated marketing approach, allowing brands to track user behavior across multiple platforms and optimize their strategies accordingly [20][21]. - This integration helps brands avoid fragmented marketing efforts and enhances the overall effectiveness of their campaigns, leading to better user retention and long-term growth [20][21].

小摩将京东今年营收预测微调至同比增长4%，主要得益于其非电子产品/家电类营收的增长动能; 但同 时将调整后每股盈利以反映阿里对即时零售市占率的承诺，及京东计划加速发展其国际业务(主要为欧 洲的Joybuy)。作出更新后，小摩对京东2026年调整后每股盈利增长率约为每年增长20%。 智通财经APP获悉，摩根大通发布研报称，预计京东集团-SW(09618)去年第四季营收年增2%，略优于 该行去年底预测的1%。因对阿里巴巴-W(09988)2025年第四季核心电商营收的最新看法表明，京东综合 商品及平台、营销收入所面临的压力低于预期; 期内，预测该部分收入同比增长将超过10%，且京东调 整后净利总额仍约为10亿元人民币(下同)。 ...