Core Viewpoint - The "Guangdong Goods Going Global" initiative aims to leverage digital platforms to enhance the distribution of Guangdong agricultural products, with JD.com playing a pivotal role in facilitating this process through its supply chain and logistics capabilities [1][4][20]. Group 1: Event Overview - The "Guangdong Goods Going Global: Guangdong Agricultural (Livestock) Brand Promotion Forum" was held in Guangzhou, attended by local government leaders and JD.com executives to discuss collaboration paths for promoting Guangdong's agricultural products [2][3][4]. - JD.com plans to support the upward movement of Guangdong agricultural brands by utilizing its supply chain, logistics, technology, and multi-channel sales advantages [5][7][19]. Group 2: Agricultural Product Highlights - JD.com has successfully collaborated with Guangdong on various agricultural products, notably achieving a sales increase of over 400% for lychees within a month, with delivery times of 24 hours to Xinjiang and 48 hours to Europe [9][10]. - The company has introduced a "package garden" model, successfully selling 5 million jin (2.5 million kg) of Yaba Gan and nearly 50% of the Chagan Lake fish production [11][12]. Group 3: Local Government Initiatives - Local leaders presented their unique agricultural products, with Maoming's lychee sales exceeding 3,000 tons and generating over 80 million yuan in revenue last year, seeking JD.com's support for building smart temperature-controlled warehouses [22][23][24]. - Qingyuan's local government highlighted its geographical indication products, aiming to deepen cooperation with JD.com to establish processing bases and stabilize supply chains [30][31]. Group 4: Future Collaboration and Goals - The forum established a framework for collaboration, with local governments forming special teams to work with JD.com, aiming for a cooperation target of 10 billion yuan through innovative measures like consumer coupons and shared factory construction [52][54]. - The Guangdong Provincial Agricultural and Rural Affairs Department emphasized the importance of focusing on key products to create standout items that can significantly increase value, such as the potential for the Chinese native chicken to generate an additional 12 billion yuan through enhanced processing and branding [55][56]. Group 5: Cultural and Economic Impact - The "media+" model is seen as a way to enhance the cultural value of Guangdong products, with the potential to significantly increase brand and cultural assets in the digital economy [61][62]. - JD.com aims to utilize its supply chain and big data advantages to promote Guangdong products both domestically and internationally, establishing a vital bridge for quality goods [75][76].

1月20日，2026年首场京东品酒会在广州香格里拉大酒店成功举行。活动现场，京东创新零售总裁与品牌合作伙伴、消费者齐聚一堂，共享香格里拉定制晚 宴，品君品习酒的同时，围绕京东生鲜超级供应链，从源头包销、定植定养、海外直采等方面展开了一场深入交流。 2026年首场京东品酒会 京东生鲜则面向来自全国的幸运用户，生鲜产业链上的众多品牌合作伙伴，展示了通过超级供应链能力，源头包销的查干湖冬捕有机胖头鱼、定植定养的京 东跑步鸡（原种清远走地鸡）、海外直采的新西兰车厘子，以及鲜京采年货海鲜礼盒等时下热门商品。 过去一年，京东生鲜深耕源头，在业内率先推出"包圆"模式，通过源头包销、源头直采、源头直发等方式，为消费者带来"又好又便宜"的生鲜商品。目前， 京东生鲜正在包销500万斤的耙耙柑、近50%产量的查干湖鱼。同时，京东生鲜积极走向供应链的最前端，通过对消费需求的洞察，反向推动合作基地进行 定植定养，给到产业端更确定性的增长，给到消费者更丰富的差异化供给。在广东清远、河北武邑、江西泰和等多地成功落地"跑步鸡"、"跑山猪"等项目。 在海外直采方面，通过专业买手直连海外产地，实现成本与品质的直接管控。让更多新奇特的全球好物，也 ...

扬子晚报网1月21日讯(记者高峰)化身成为听你倾诉的"姐姐"、陪你玩的"哥哥"、陪写作业不炸毛的"妈妈"、随时有空讲故事的"爸爸"，甚至是全天候陪伴 的"宠物狗"……1月20日，京东在宿迁举办的AI玩具大会成果展上，多款针对儿童交互场景的AI玩具，吸引了与会嘉宾的目光。 会上，京东依托JoyAI大模型，正式发布了专为智能硬件终端打造的JoyInside软硬一体化解决方案，适配多硬件、多场景、多尺寸，具备超高兼容性，为 行业伙伴提供从技术底层到产品落地的全链路支持。目前，JoyInside已接入超过40家头部品牌，带动终端交互轮次提升120%。 据京东会展有关人士介绍，这些硬件方案可应用于IoT设备、机器人、毛绒玩具、早教机等硬件终端，支持Wi-Fi/蓝牙/4G等多种连接方式，并通过了相关 认证。JoyInside还面向品牌提供定制化硬件，更适配个性化需求，方便合作伙伴快速集成，推出新品面市。此外，JoyInside还为品牌提供全生命周期支 持，从用户洞察、产品共创，到技术集成、体验评测，与品牌方联合打造爆款。 JoyInside与京东京造联合打造的第二批AI玩具也随之上线，新开发了针对年轻人和老年人的AI玩具 ...

Core Insights - JD.com launched the JoyInside integrated hardware and software solution at the AI Toy Conference in Suqian, Jiangsu, aimed at transforming the toy industry into the AI era [1] - The partnership with the Suqian government aims to establish an AI toy industrial belt, setting a benchmark for innovative development in the region [1] Group 1: JoyInside Solution Features - The JoyInside solution offers flexible and diverse integrated capabilities, with multiple mass-produced hardware cores that cater to a wide range of applications from plush toys to smart home devices [3] - Key features of the hardware include small size and strong adaptability, supporting continuous dialogue, offline voice, emotional interaction, and long-term memory [3] - The solution supports various connectivity options such as Wi-Fi, Bluetooth, and 4G, making it suitable for IoT devices, robots, plush toys, and early education machines [3] Group 2: User Experience Enhancements - JoyInside has optimized the interaction experience for children, achieving a voice recognition rate of over 95% through targeted improvements [5] - The solution ensures a device response time of less than 2 seconds and faster network configuration, addressing traditional smart hardware issues [5] - It integrates long-term memory systems and gamified mechanisms, providing a comprehensive smart experience across all age groups, from children to the elderly [5] Group 3: Market Impact and Ecosystem Development - JoyInside has opened its capabilities to the industry, providing full-chain incubation support, and has partnered with over 40 leading hardware brands, enhancing interaction rounds by 120% [7] - During the 2025 Double 11 shopping festival, products integrated with JoyInside saw sales increase by over 20 times compared to the 618 shopping festival, indicating strong market acceptance [7] - The AI toy industry is entering a "value year" focused on emotional companionship, with JD.com leveraging JoyInside to create a comprehensive ecosystem that validates its technology and market approach [7]

Group 1 - The global market risk appetite has significantly decreased following President Trump's renewed tariff threats towards Europe, leading to a sell-off in major stock indices [2][3] - The Dow Jones Industrial Average fell by 870.74 points, a decline of 1.76%, closing at 48,488.59 points; the S&P 500 dropped by 143.15 points, down 2.06%, at 6,796.86 points; and the Nasdaq Composite decreased by 561.07 points, a 2.39% drop, ending at 22,954.32 points, marking the worst single-day performance since October 10 of the previous year [2] - Major tech stocks experienced declines, with Nvidia down 4.32%, Apple down 3.45%, and Microsoft down 1.16%, among others [2] Group 2 - The CBOE Volatility Index (VIX), often referred to as the "fear index," rose to a two-month high, reflecting increased market anxiety [3] - Trading volume on U.S. stock markets reached approximately 20.6 billion shares, significantly above the 20-day average of 17.01 billion shares, indicating concentrated selling pressure [3] - Analysts suggest that the current geopolitical tensions regarding tariffs are more of an emotional shock rather than a fundamental change that would trigger a deep market correction [3] Group 3 - The global bond market is also experiencing spillover effects, with upward pressure on some European government bonds due to potential increases in defense spending [4] - The yield on the U.S. 10-year Treasury note reached a high of 4.313%, the highest since late August, closing at 4.287% after a rise of 5.6 basis points [5] - Market expectations for interest rate cuts by the Federal Reserve have been adjusted downward, with projections for a reduction of approximately 47 basis points in 2026, down from 53 basis points at the end of the previous year [5] Group 4 - Netflix reported fourth-quarter revenue of $12.1 billion, exceeding market expectations of $11.97 billion, with adjusted earnings per share of $0.56, also slightly above forecasts [6] - The company anticipates full-year revenue for 2026 to reach between $50.7 billion and $51.7 billion, with expectations for advertising revenue to potentially double in the future [6] - Following the announcement, Netflix's stock price fell by 4.9% in after-hours trading, influenced by merger financing and market sentiment [7] Group 5 - Gold prices surged significantly, with spot gold rising approximately 2% to $4,757.33 per ounce, reaching a historical high of $4,756.93 during the session [7] - Silver prices experienced a slight decline of 0.3%, settling at $94.38 per ounce, after hitting a record high of $95.87 [7] - Oil prices showed volatility, with light crude oil futures for February delivery rising by $0.90 to $60.34 per barrel, a 1.51% increase [8]

Market Overview - The Hang Seng Index closed at 26,246.02, down by 241.49 points or 0.91% [1] - The index reached a high of 26,469.55 and a low of 26,233.40 during the trading session [1] - The average price for the day was 26,351.48, with a trading volume of 46.7434 million [1] Major Blue-Chip Stocks Performance - HSBC Holdings closed at HKD 128.682, up by 0.22% compared to the Hong Kong close [2] - Tencent Holdings closed at HKD 593.183, down by 1.30% compared to the Hong Kong close [2] - Alibaba Group (W) closed at HKD 159.700, down by 0.44% [3] - Xiaomi Group (W) closed at HKD 35.480, down by 2.74% [3] - Meituan (W) closed at HKD 97.350, down by 1.17% [3] Stock Price Changes - Tencent Holdings saw a decrease of HKD 9.000, or 1.48% [3] - HSBC Holdings increased by HKD 1.400, or 1.10% [3] - China Ping An rose by HKD 0.600, or 0.88% [3] - BYD Company experienced a decline of HKD 3.700, or 3.67% [3] - Kuaishou Technology (W) fell by HKD 0.700, or 0.91% [3]

NO.1 六家公司同日递表港交所 据港交所1月19日消息，君乐宝、云动智能、科大智能（SZ300222，股价12.42元）、华睿科技、云英谷科技、玖 物智能已向港交所主板递交上市申请。据其各自招股书，君乐宝是创新驱动、中国领先的综合性乳制品公司。云 动智能是中国车载智能网联解决方案行业的领先国产供应商。科大智能是一家由数字能源与智能机器人双轮驱动 的中国龙头科技企业。华睿科技是一家面向全球的、以AI（人工智能）赋能的机器视觉与自主移动机器人产品及 解决方案的先行者与领导者。云英谷科技是全球智能手机AMOLED（有源矩阵有机发光二极体或主动矩阵有机 发光二极体）显示驱动芯片市场的第五大供应商，也是中国大陆最大的供应商。玖物智能是中国领先的智能具身 产业机器人公司。 ｜2026年1月21日星期三｜ 点评：京东美术馆依托深圳文化地标区位优势，延续集团文旅积累，此举是京东集团艺术、科技与商业融合生态 布局的关键落子。 NO.4创维集团将申请以介绍方式将创维光伏股份于香港联交所上市 1月20日，创维集团（HK00751）在港交所发布公告称，将向联交所申请以介绍方式将创维光伏股份于联交所上 市及买卖。由于建议以介绍方式进 ...

知名互联网大厂？便捷的快递？ 说到 京东 你会想到什么 目前京东美术馆正在积极筹备中，所在建筑被称为"画境之城"，建筑设计由奥雷·舍人事务所（Büro Ole Scheeren）负责，空间设计由如恩设计研究室（Neri&Hu Design and Research Office）负责。美术馆总建 筑面积超过10000平方米，并配备专业设施用于现场表演、沉浸式装置、展览、参与式工作坊及创意零 售。 在京东美术馆理事会指导下，京东美术馆由执行馆长岳鸿飞（Robin Peckham）领衔，率领一支驻扎深 圳的专业团队开展工作。 公共资料显示，岳鸿飞先后曾任职于台北当代艺术博览会联合总监（2019-2025），中国当代国际艺术 杂志《LEAP》主编（2014-2019）。他曾为尤伦斯当代艺术中心、复星艺术中心、K11艺术基金会等策 划艺术、科技、家庭文化等主题相关的展览，其中"Art Post-Internet"被《ART news》列为2010年代20个 最重要的艺术展览之一。 " 还是3C数码产品？ 实际上远不止如此 京东还开始进军艺术界 1月20日，京东集团正式宣布 成立京东美术馆（JD Museum） 就在深 ...

Core Insights - The first JD Wine Tasting event of 2026 was successfully held in Guangzhou, showcasing JD's innovative retail capabilities and its collaboration with brand partners and consumers [1][3] Group 1: Event Highlights - The event featured a custom dinner at Shangri-La Hotel, where JD Fresh and Guizhou Xijiu presented various classic products for tasting, including premium base liquor and aged wines [3] - Xijiu's sales scale has surpassed 1.4 billion yuan, marking a new cooperation phase with JD since their partnership began in 2013 [3] Group 2: JD Fresh Supply Chain Innovations - JD Fresh has introduced a "包圆" (exclusive sourcing) model, enhancing its supply chain capabilities to provide high-quality and affordable fresh products [5] - The company is currently sourcing 5 million jin of Yaba Gan and nearly 50% of the production of Chagan Lake fish, demonstrating its commitment to direct sourcing and supply chain efficiency [5][7] - JD Fresh aims to expand its exclusive sourcing model to over 50 core categories in 2026, with a projected doubling of sourcing scale in Guangdong [7] Group 3: Consumer Engagement and Market Impact - The supply chain upgrades have led to significant sales growth, with Guangdong lychees reaching Xinjiang within 24 hours and achieving over fourfold sales growth within a month [7] - JD Fresh plans to enhance support for brand partners through various initiatives, including resource investment and operational assistance, to improve business efficiency [7] - Since the launch of the JD Wine Tasting event IP in September 2025, the initiative has successfully expanded to multiple cities, creating new social engagement opportunities for the hotel industry [8]

Core Viewpoint - The analysis suggests that Zhang Yiming will be the richest person in China and Asia in the next ten to twenty years due to his strong motivation, learning ability, execution power, and the resources of ByteDance [1]. Group 1: ByteDance's Strategic Position - ByteDance is expected to accelerate its international expansion, particularly with the launch of the Doubao phone and its entry into the automotive sector, aiming for a position in autonomous driving [2]. - The future of AI will see a significant reduction in the number of Super Apps, with only 3-4 likely to exceed 500 million monthly active users (MAU), compared to 10+ in the mobile internet era [2][3]. - The value of Super Apps in the AI era is projected to be several times greater than in the mobile internet era, with higher daily active users (DAU) to MAU ratios [2]. Group 2: Competitive Landscape - The competition for Super App dominance is intensifying, with Alibaba's Qwen positioned as a strong competitor to Doubao, marking a significant face-off between Zhang Yiming and Jack Ma [7]. - Other contenders for the Super App battle include Tencent, Meituan, Pinduoduo, JD.com, and Baidu, while smaller players like Xiaohongshu may struggle to compete effectively [7]. - The market for AI Super Apps is anticipated to be worth 1 trillion RMB, necessitating significant investment from companies with substantial cash reserves [7]. Group 3: Industry Insights - Huawei is unlikely to enter the Super App market due to its strategic focus on becoming a leading automotive group in China, while Tencent is seen as a stable player with a strong product matrix [8]. - The potential shift in user engagement from WeChat to Doubao could significantly alter the competitive dynamics in the app ecosystem, with Doubao's influence expected to grow rapidly [8].