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万科宣布郁亮辞职;王腾官宣创业,核心成员来自小米、华为;有变数!商务部回应审查Meta收购Manus;京东成立「变色龙业务部」丨雷峰早报
雷峰网· 2026-01-09 00:31
Group 1 - Alibaba's Taobao Flash Sale aims for market share growth with significant investment planned for 2026, focusing on high-value customers and non-food retail [4][5] - In Q4 2025, Taobao Flash Sale showed strong growth in GMV share and average order value, indicating a positive market position [4] - The strategy has sparked discussions among users, reminiscent of the competitive pricing seen during the "takeout war" in early 2025 [5] Group 2 - Former Xiaomi executive Wang Teng announced the establishment of a new company, "Today Yixiu," focusing on sleep health products, with a team primarily from Xiaomi and Huawei [7][9] - The company aims to address growing concerns about sleep and energy management, leveraging advancements in AI technology [7][9] Group 3 - The Chinese Ministry of Commerce is reviewing Meta's acquisition of AI platform Manus, assessing compliance with local laws regarding technology exports and cross-border mergers [11] - The acquisition, valued at $2 billion, is under scrutiny to ensure it does not violate export control regulations [11] Group 4 - Vanke's CEO Yu Liang has submitted his resignation due to retirement, marking the end of a significant era for the company [12][13] - Yu has been a pivotal figure in Vanke's history, leading the company through various phases of growth and challenges [13] Group 5 - XuanYuan Technology showcased its AI hardware at CES 2026, emphasizing the integration of AI agents with physical devices, with products priced at $22 [15][16] - The company aims to create personalized AI experiences while maintaining safety and precision in applications [15][16] Group 6 - JD.com has established a new "Chameleon Business Department" to develop AI toys for all age groups, with plans to launch new products in mid-January [18][19] - The company has made significant advancements in AI model technology, improving efficiency and reducing training costs [18][19] Group 7 - NIO plans to expand its international presence by entering the Australian and New Zealand markets in the second half of 2026, following its launch in Thailand [39][40] - The company aims to leverage its new "Firefly" brand for better market penetration in right-hand drive regions [39][40] Group 8 - Zhihui Technology, known as the "first stock of global large models," successfully listed on the Hong Kong Stock Exchange, achieving a market capitalization of approximately 57 billion HKD [29][30] - The company reported a significant increase in annual recurring revenue, indicating strong growth potential in its cloud-based services [31] Group 9 - Tesla plans to build a 2nm chip factory, challenging industry standards for cleanroom environments in semiconductor manufacturing [44][45] - CEO Elon Musk's ambitious vision includes producing advanced chips while maintaining a casual work environment [44][45] Group 10 - OpenAI has established a $50 billion employee stock incentive pool, reflecting its commitment to attracting and retaining top talent in the competitive AI landscape [51][52] - The company has seen rapid valuation growth, indicating strong market confidence in its future prospects [51][52]
智通港股沽空统计|1月9日
智通财经网· 2026-01-09 00:26
智通财经APP获悉,安踏体育-R(82020)、李宁-R(82331)、腾讯控股-R(80700)上一交易日沽空比率位于 前三位,分别为100.00%、100.00%、90.68%。阿里巴巴-W(09988)、美团-W(03690)、小米集团- W(01810)的沽空金额位居前三,分别为31.99 亿元、18.35 亿元、15.18 亿元。腾讯控股-R(80700)、贝 壳-W(02423)、中国海洋石油-R(80883)的偏离值位居前三,分别为45.50%、40.51%、40.26%。 前十大沽空比率排行 | 股票名称 | 沽空金额 | 沽空比率↓ | | 偏离值 | | --- | --- | --- | --- | --- | | 安踏体育-R(82020) | 62.91 万元 | 100.00% | 17.17% | | | 李宁-R(82331) | 4.30 万元 | 100.00% | 36.54% | | | 腾讯控股-R(80700) | 375.57 万元 | 90.68% | 45.50% | | | 京东集团-SWR(89618) | 148.23 万元 | 86.76% | 29. ...
京东回应成立“变色龙业务部” :AI技术商业化加速落地;荷兰法院裁定一桩婚姻因AI撰写结婚证词而无效丨AIGC日报
创业邦· 2026-01-09 00:08
Group 1 - Alibaba Cloud launched a multimodal interaction development kit that integrates three foundational AI models and includes over ten pre-set agents and tools for various applications, such as AI glasses and smart robots [2] - JD.com established a "Chameleon Business Unit" to accelerate the commercialization of AI technologies, with plans to launch a second batch of self-developed AI toys by mid-January [2] - A Dutch court ruled a marriage invalid because the wedding certificate was written by an AI tool, stating it did not meet legal requirements as it lacked necessary declarations [3] Group 2 - A study indicated that German SMEs are expected to reduce their AI investment to 0.35% of revenue by 2025, down from 0.41% in 2024, while the overall average for all companies is projected to rise from 0.40% to 0.5% [3] - The research highlighted that German SMEs' AI investment is approximately 30% lower than the overall market level, with geopolitical tensions causing concerns and a shift towards cost optimization [3]
陆家嘴财经早餐2026年1月9日星期五





Sou Hu Cai Jing· 2026-01-08 23:41
2. 财政部副部长廖岷会见伦敦证券交易所集团首席执行官施维默。廖岷表示,2025年中国经济稳中向 好,有信心有能力保持经济持续健康发展。欢迎伦敦证券交易所集团深化对华合作,共享中国发展红 利。 3. 美国总统特朗普已同意推动一项旨在加强对俄制裁的法案,该法案为特朗普提供了阻止中国、印度、 巴西等国购买廉价俄罗斯石油的砝码。外交部发言人毛宁对此表示,中俄之间的正常经贸能源合作不针 对第三方,也不应当受到干扰和影响。 4. 公安部1月7日派出工作组,成功将重大跨境赌诈犯罪集团头目陈志从柬埔寨金边押解回国。经查,陈 志犯罪集团涉嫌开设赌场、诈骗、非法经营、掩饰隐瞒犯罪所得等多项犯罪。公安机关将于近期公开通 缉首批陈志犯罪集团骨干成员。 5. 广州出台建设先进制造业强市规划,提出加速培育人工智能、半导体与集成电路、新能源与新型储 能、低空经济与航空航天、生物制造等5个战略先导产业,前瞻布局具身智能等6个未来产业,大力发展 智能网联新能源汽车等6个新兴支柱产业。 1. A股窄幅整理,上证指数收跌0.07%报4082.98点,但仍录得连续15根阳线;深证成指跌0.51%,创业 板指跌0.82%,万得全A涨0.08%。市场 ...
热门中概股多数上涨,纳斯达克中国金龙指数涨1.09%
Xin Lang Cai Jing· 2026-01-08 23:07
当地时间1月8日,热门中概股多数上涨,纳斯达克中国金龙指数涨1.09%。万国数据涨超8%,哔哩哔哩 涨逾6%,腾讯音乐、阿里巴巴涨超5%,金山云、小鹏汽车等涨超3%,京东、唯品会等涨超2%,中通 快递、富途控股等涨超1%,携程网、网易等小幅上涨;百度、霸王茶姬跌超3%,满帮、蔚来等跌超 1%。 ...
智通ADR统计 | 1月9日





智通财经网· 2026-01-08 22:22
Market Overview - The Hang Seng Index (HSI) closed at 26,310.99, up by 161.68 points or 0.62% as of January 8, 16:00 Eastern Time [1] - The index reached a high of 26,311.38 and a low of 25,998.12 during the trading session, with a trading volume of 50.328 million shares [1] Major Blue-Chip Stocks Performance - HSBC Holdings closed at HKD 125.439, up by 0.92% compared to the Hong Kong close [2] - Tencent Holdings closed at HKD 615.197, down by 0.13% compared to the Hong Kong close [2] Stock Price Movements - Tencent Holdings: Latest price HKD 616.000, down by HKD 8.500 or 1.36%, with an ADR price of 615.197, reflecting a decrease of 0.13% [3] - Alibaba Group: Latest price HKD 142.600, down by HKD 3.300 or 2.26%, with an ADR price of 150.458, reflecting an increase of 5.51% [3] - HSBC Holdings: Latest price HKD 124.300, down by HKD 2.900 or 2.28%, with an ADR price of 125.439, reflecting an increase of 0.92% [3] - Other notable movements include Meituan-W down by 3.35% and JD.com down by 2.02% [3]
169万元!京东拿下查干湖“头鱼” 今年近五成查干湖鱼将由京东包销
Mei Ri Shang Bao· 2026-01-08 22:14
商报讯(记者吕文鹃)1月8日,吉林松原查干湖第二十四届冰雪渔猎文化旅游节上,象征着吉祥好运的查 干湖冬捕"头鱼",由京东以169万元成功拍得。与此同时,京东生鲜与查干湖渔场达成年度包销合作 ——京东将包销查干湖渔场2025-2026产季近50%的产量,这也就意味着"消费者能购买到的正宗查干湖 鱼,近半数出自京东。" 通过双方的包销合作,京东生鲜销售的每一条查干湖鱼也都配备了专属"身份证",依托查干湖有机鱼防 伪体系实现一鱼一码。京东生鲜采销表示,"我们坚持只售卖正宗查干湖鱼,从根本上杜绝'洗澡鱼'等 市场乱象,为消费者打造透明、可信的高品质生鲜消费环境。" 在运输环节,为进一步提升查干湖鱼物流时效,今年京东快递还为查干湖鱼打造五重锁鲜体系,并在查 干湖渔场旁设立产地直发中心,通过公铁空立体化运力保障,以及优先分拣、优先派送绿色通道,助力 查干湖鲜鱼最快次日清晨抵达全国核心城市。 为更好地传播查干湖冬捕文化,京东生鲜"青春采销天团"通过直播镜头,将冬捕的震撼场景、鱼鲜的甄 选标准,实时传递给屏幕前的用户,并将直播收益用于支持当地发展。同时,京东携手松原职业技术学 院共同为此次冬捕节提供志愿服务。此外,京东生鲜联 ...
自研AI玩具卖断货 变色龙“业务部浮出水面 京东AI商业化”奇兵突袭“?
Mei Ri Jing Ji Xin Wen· 2026-01-08 14:35
1月8日,《每日经济新闻》记者从京东方面获悉,京东京造于2025年底推出的自研AI毛绒玩具首批上 线即售罄,且已进行多轮补货。京东称,第二批AI玩具计划1月中旬上线,将覆盖全年龄段用户。记者 浏览京东电商平台发现,除京东自研AI玩具外,华为、Haivivi、优必选等第三方品牌AI玩具也在热卖 中,均价约300元。 与此同时,京东还宣布已于近日成立"变色龙业务部",全面承接JoyAI App(应用程序)、JoyInside (京东附身智能品牌)、数字人等核心AI产品的打造与商业化。这意味着,京东AI战略中的关键业务 线正在被内部显著提级。 AI端侧产品井喷 2026年谁能抢到首块商业化"蛋糕"? AI端侧产品井喷的2025年,"豆包手机"再次点燃市场对 AI 硬件的想象。 去年12月1日,字节跳动首次发布豆包手机助手技术预览版,并与中兴合作发售了工程样机nubia M153,该机型因具备"系统级控制权"而引发行业广泛关注。随后,字节跳动正与联想集团开展AI手机 相关合作的消息又添一把火。 去年12月,"豆包手机"引发热议,AI端侧产品的争夺持续白热化。事实上,京东早已入局——在去年9 月举行的京东全球科技探索者 ...
京东集团-SW完成注销2025年度回购的1.83亿股A类普通股
Zhi Tong Cai Jing· 2026-01-08 14:23
截至本公告日期,2025年度回购的1.83亿股A类普通股(相当于9160万股美国存托股)已经全部完成注 销。 京东集团-SW(09618)发布公告,2025年度,本公司回购共计约1.83亿股A类普通股(相当于9160万股美国 存托股),总额约为30亿美元。该等回购的股份总数约为本公司截至2024年12月31日流通在外普通股的 6.3%。 上述回购均根据本公司于2024年8月采纳并至2027年8月有效的最高达50亿美元的股份回购计划,在纳斯 达克及香港联交所进行。截至2025年12月31日,该股份回购计划的剩余金额约为20亿美元。 ...
京东广告发布AI智能体“京小通”
Bei Jing Shang Bao· 2026-01-08 12:53
北京商报讯(记者何倩)1月8日,北京商报记者从京东获悉,京东广告已正式发布新升级的智能广告经营 助手"京小通"。据介绍,它依托直观的自然语言交互界面,能为商家提供从策略洞察、创意生成、智能 投放到诊断优化的全链路营销一站式AI解决方案。 未来,"京小通"将聚焦选品、选词、选人、诊断优化等关键经营场景。 ...