其中，京东获得新浪2025科技风云榜——年度企业。 今年是"科技风云榜"第十三年，中国工程院资深院士金 涌、欧洲科学院院士金耀初、GSMA大中华区总裁斯寒 等20位重磅嘉宾带来分享，欢迎持续关注。 专题：2025科技风云榜 新浪科技讯 1月15日下午消息，由新浪财经客户端、新浪科技联合主办的"2025科技风云榜"年度盛典今 日开幕，今年活动主题为"启新智，赴新程"。 活动现场，行业精英、科研先锋与产业代表共同探讨AI技术的落地实践与未来方向，助力产业智能化 转型迈入新征程！活动同时为洞悉机遇、勇于创新、缔造价值的企业和独具匠心的科技产品颁发奖项荣 誉。 ...

Core Viewpoint - JD.com exclusively launched Jackson Wang's "MAGICMAN 2" mainland version album, which includes both CD and vinyl editions, showcasing its strength in the music industry and C2M (Customer-to-Manufacturer) capabilities [1][3]. Group 1: Album Launch Details - The album "MAGICMAN 2" was released on January 15, featuring a unique mainland version that differs from the global edition, maintaining high-quality music while innovating in content and format [3]. - Users can participate in a lottery for a chance to win a signed album by searching "王嘉尔MM2上新" on the JD app [1]. - The CD version comes with a lottery ticket for a chance to win a VIP package for Jackson Wang's concert, including a reserved seat ticket and a photo opportunity with the artist [3][4]. Group 2: Special Features and Promotions - The vinyl edition includes a special behind-the-scenes photo collection, providing fans with deeper insights into Jackson Wang's creative process [6]. - Both CD and vinyl editions come with exclusive JD-designed cards, enhancing the collectible aspect for fans [6]. - The collaboration between JD.com and the album's copyright holders demonstrates JD's comprehensive service from planning to sales, highlighting its integration into the music industry [3][6].

Group 1 - Major companies like ByteDance, JD, CATL, and BYD are increasing salary budgets and optimizing year-end bonus structures, focusing more on employee relations rather than large-scale hiring [1][2][3] - CATL announced a basic salary increase of 150 yuan/month for employees at levels 1-6, along with a special bonus for those working during the Spring Festival [2] - JD's year-end bonuses saw a total investment increase of over 70% year-on-year, with 92% of employees receiving full or excess bonuses [3] Group 2 - Companies are expanding their incentive methods beyond just salary increases to include comprehensive welfare packages, such as health insurance and housing support [4][3] - The willingness and ability to implement large-scale salary increases reflect the confidence of companies in their operations, as seen in the performance of JD, CATL, and BYD [5][6] - The competitive landscape is shifting from scale and capital investment to organizational capability and talent management, indicating a structural change in how companies evaluate success [8][9]

Key Points - The U.S. White House announced a 25% tariff on certain imported semiconductors and related products starting January 15, 2026, following a previous statement by former President Trump regarding tariffs on chips and semiconductors [4][5] - Baoneng Group's chairman, Yao Zhenhua, accused local authorities of undervaluing assets of Qoros Auto, claiming a third-party evaluation valued the assets at approximately 8 billion yuan, while they were set to be auctioned at 1.5 billion yuan [7][8] - Ctrip Group is under investigation for alleged monopolistic practices by the State Administration for Market Regulation, with the company stating it will cooperate with the investigation [10] - RoboSense announced it expects to sell 303,000 units of its robotic lidar products in 2025, marking a 1141.8% year-on-year increase [13] - Liang Wenfeng's company, Huanfang Quantitative, achieved a 56.6% return in 2025, with assets exceeding 70 billion yuan [10][11] - Tesla will discontinue the one-time purchase option for its Full Self-Driving (FSD) software, transitioning to a subscription-only model starting February 14, 2026 [39][40] - The Chinese smartphone market saw Huawei leading in shipments with 46.7 million units, followed closely by Apple with 46.2 million units, while the overall market experienced a slight decline of 0.6% year-on-year [27][28] - Meta plans to double its production capacity for AI smart glasses to 20 million units by 2026, focusing on AI integration [46][47] - TSMC is reportedly planning to invest significantly in the U.S. by building at least five new semiconductor factories, despite facing high production costs compared to its Taiwan facilities [50]

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 ...

Market Overview - The Hang Seng Index (HSI) closed at 26,783.18, down by 216.63 points or 0.80% as of January 14, 16:00 Eastern Time [1] - The index reached a high of 26,918.58 and a low of 26,724.89 during the trading session, with a trading volume of 82.41 million [1] Major Blue-Chip Stocks Performance - HSBC Holdings closed at HKD 127.501, up by 0.39% compared to the Hong Kong close [2] - Tencent Holdings closed at HKD 632.594, down by 0.06% compared to the Hong Kong close [2] Stock Price Movements - Tencent Holdings (00700) latest price is HKD 633.000, with an increase of HKD 5.500 or 0.88%, but its ADR price is HKD 632.594, showing a decrease of HKD 0.406 [3] - Alibaba Group (09988) latest price is HKD 169.000, up by HKD 9.100 or 5.69%, with an ADR price of HKD 165.595, down by HKD 3.405 [3] - HSBC Holdings (00005) latest price is HKD 127.000, up by HKD 0.600 or 0.47%, with an ADR price of HKD 127.501, up by HKD 0.501 [3] - Other notable movements include Meituan (03690) down by 3.24% and Ctrip Group (09961) down by 6.49% [3]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is positioned as a critical player in the AI energy landscape, owning essential energy infrastructure assets that will benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without high premiums [9] Market Trends - The article discusses the broader trends of onshoring driven by tariffs and the surge in U.S. LNG exports, indicating a favorable environment for the company's operations [14][5] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] Future Outlook - The company is described as being at the heart of America's next-generation power strategy, particularly in nuclear energy, which is seen as a clean and reliable power source for the future [7][14] - The potential for significant returns is emphasized, with projections of over 100% return within 12 to 24 months for investors who act now [15][19]

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]

Core Insights - JD Fresh has launched a "Core Merchant Recruitment Plan" for the baking industry, inviting high-quality source merchants, brands, distributors, and factories to collaborate, aiming to promote high-quality development in the baking sector [1][12] Group 1: Market Growth and Performance - Over the past three years, JD Fresh's baking category has achieved a compound annual growth rate (CAGR) of over 50%, driven by a full-chain quality control and explosive product strategy [3][7] - Notable baking products include the Fresh JD Milk Skin Mousse Cake and the Zootopia 2-themed Cheese Cake, which have gained significant market traction due to their rich flavors and quality [3][11] Group 2: Quality Control and Consumer Trust - JD Fresh emphasizes strict quality control measures, including rigorous merchant qualification standards, direct connections with upstream factories, and a comprehensive quality assurance system to ensure product safety and health [6][7] - The company utilizes a nationwide self-operated cold chain network for logistics, ensuring the freshness of baked goods [7] Group 3: Industry Challenges - The rapid growth of the baking industry has led to issues such as substandard raw materials, product homogeneity, and inadequate traceability systems, which pose risks to the industry's healthy development [4][12] Group 4: Merchant Support and Collaboration - The recruitment plan offers comprehensive support to partner merchants, including streamlined onboarding processes, quality control guidance, supply chain support, and marketing resources to enhance their growth [12][13] - JD Fresh aims to create a stable operating environment for merchants and provide consumers with trustworthy product options, inviting quality-focused partners to join in expanding the market [13]