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 ...

苹果为库克设定的目标薪酬仍为 5900 万美元（现汇率约合 4.13 亿元人民币），与 2024 年持平，但由 于公司整体业绩表现良好，库克通过激励机制获得了高于目标值的实际收入。 IT之家 1 月 9 日消息，苹果公司在今日发布的年度声明文件中披露，公司 CEO 蒂姆・库克（Tim Cook）在 2025 年（去年）的总薪酬为 7430 万美元（IT之家注：现汇率约合 5.2 亿元人民币），较 2024 年的 7460 万美元（现汇率约合 5.22 亿元人民币）薪酬同比下降约 0.4%。 具体来看，库克的薪酬结构包括 300 万美元（现汇率约合 2100.8 万元人民币）的基本年薪（自 2016 年 以来一直保持不变）、5750 万美元（现汇率约合 4.03 亿元人民币）的股票奖励、1200 万美元（现汇率 约合 8403.1 万元人民币）的绩效现金奖励，以及 176 万美元（现汇率约合 1232.5 万元人民币）的其他 补偿，涵盖 401 (k) 退休金缴纳、人寿保险费用、假期折现、安全支出以及个人航空出行等（出于效率 与安全考虑，苹果要求库克在公务和私人出行中均使用私人飞机）。 此外，苹果在 2025 ...

Core Insights - JPMorgan Chase has become the new issuer of the Apple Card, replacing Goldman Sachs, which involves a transition of a $20 billion portfolio and maintains Mastercard as the network [3] - Apple is leveraging the Apple Card to enhance its ecosystem strategy, integrating financial services into its hardware offerings to foster daily consumer engagement [1][5] - The trend towards embedded finance is growing, with 99.8% of surveyed companies offering at least one embedded finance capability, and 69% adopting banking features [10] Group 1: Apple and JPMorgan Chase Collaboration - The partnership allows JPMorgan Chase to position banking and savings services closer to consumers within the Apple ecosystem, facilitating cross-selling opportunities [6][11] - The Apple Card is designed to provide real-time visibility into spending and rewards, reinforcing its role as a key financial product within the Apple Wallet [5] - Consumers are increasingly comfortable accessing financial services within nonbank digital environments, preferring integrated financial tools over standalone banking apps [8] Group 2: Market Dynamics and Embedded Finance - The shift towards embedded finance is becoming foundational across industries, with companies embedding financial services to strengthen customer relationships and improve user experience [9][10] - Banks that successfully integrate services into dominant consumer ecosystems can achieve stickier balances and richer behavioral data, enhancing customer engagement [13] - The competitive landscape for deposits is intensifying, making embedded banking a strategic necessity for financial institutions [11][12]

Today, Jan. 8, 2026, investors are rethinking Apple’s AI roadmap and ecosystem strength as Alphabet pulls ahead in AI race.NASDAQ : AAPLAppleToday's Change( -0.42 %) $ -1.10Current Price$ 259.23Key Data PointsMarket Cap$3.8TDay's Range$ 255.70 - $ 259.2852wk Range$ 169.21 - $ 288.62Volume2.5MAvg Vol45MGross Margin46.91 %Dividend Yield0.40 %Leading tech giant, Apple (AAPL 0.42%), closed Thursday’s session at $259.04, down 0.42%. Trading volume reached 50.2 million shares, coming in roughly 10% above its thre ...

1. 两大能源央企官宣重组。经报国务院批准，中国石油化工集团与中国航空油料集团实施重组。 两家企业重组后，将充分发挥炼化一体化、航油供应保 障体系等多方面优势，减少中间环节，降低供应成本，推动产业链高质量发展。 2. 房地产界颇具代表性的职业经理人郁亮，结束35年万科生涯。 万科A公告，因到龄退休，郁亮向董事会提请辞去公司董事、执行副总裁职务。万科董事 会将按照法定程序尽快完成董事补选工作。截至公告披露日，郁亮持有万科739.49万股股票，以1月8日收盘价计算，市值逾3600万元。 3. 黄金正式超越美国国债，三十年来首次成为全球规模最大的储备资产。 据世界黄金协会最新数据，若假设2025年底央行持有的黄金储备规模不变，以 年底价格计算，美国海外全球官方黄金储备价值已达3.93万亿美元，正式超越海外官方持有的美债规模，后者截至去年10月份的价值接近3.88万亿美元。 5. 汇丰控股与恒生银行联合公告，汇丰将恒生银行私有化的建议获恒生银行法院会议、恒生银行股东大会表决通过。 预期恒生银行股份将于1月27日16时 撤销上市地位。 1. 商务部举行例行新闻发布会，回应近期热点问题。对于Meta以20亿美元收购人工智 ...

Group 1 - Nvidia requires overseas customers to pay full prepayment for its H200 AI chips, with orders exceeding 2 million units, and TSMC has been asked to increase production [2] - Sinopec and China National Aviation Fuel are undergoing a restructuring approved by the State Council, aiming to reduce aviation fuel supply costs and enhance industry competitiveness [2] - Alibaba's Taobao Flash Sale has made significant progress, targeting to achieve absolute market share leadership by 2026, reflecting an upgrade in the company's competitive strategy in the e-commerce sector [2] - Nestlé has expanded its global recall of infant formula to at least 50 countries, including China, with regulatory bodies urging the company to manage the recall effectively [2] - TSMC maintains high capacity utilization for advanced processes, with continued demand for 3nm processes, and has paused new project initiations while encouraging clients to evaluate the adoption of 2nm processes [2] Group 2 - Zhongwei Company’s major shareholder plans to reduce its stake by up to 2%, which may exert short-term pressure on the company's stock price [4] - Huaxia Happiness is expected to report a loss in 2025, facing dual pressures from operational losses and arbitration involving its controlling shareholder [4] - Jiechuang Intelligent plans to procure IT equipment and components worth up to 4 billion yuan to enhance its cloud computing infrastructure [4] - Pritchard anticipates no large-scale orders for LCP film products in the brain-computer interface sector in the short term, advising the market to view the concept rationally [4] - Unisoc has initiated IPO counseling, benefiting from the AI-driven demand growth in storage chips, contributing to a wave of IPOs in the industry [4] Group 3 - Changxin Technology's application for an IPO on the Sci-Tech Innovation Board has been officially accepted, marking a significant step in its listing process [5] - Geely Automobile has obtained an L3-level autonomous driving road test license for its Zeekr 9X model, covering an area of 9,224 square kilometers [5] - HSBC's proposal to privatize Hang Seng Bank has been approved by the bank's court meeting and shareholder meeting, with the delisting expected on January 27, 2026 [5] - JD.com has established a "Chameleon Business Department" to oversee the development and commercialization of core AI products [5] - Anta Sports has made a takeover offer to acquire 29% of Puma from the Pinault family, although negotiations are reportedly stalled [5] Group 4 - Apple’s market value has dropped to third globally, with its annual shareholder meeting scheduled for February 24, and CEO Cook's total compensation for 2025 set at $74.3 million [6] - Alphabet has risen to second globally, driven by its AI business, and is enhancing collaboration with Siemens on industrial AI operating systems [6] - Meta Platforms is under scrutiny by China's Ministry of Commerce regarding its acquisition of the AI platform Manus, with delays in the release of AI smart glasses [6] - Microsoft has partnered with Shopify, PayPal, and Stripe to launch a retail AI Copilot Checkout feature, while restructuring its GitHub team to strengthen AI development [6] - Amazon has adjusted its target price and is requiring employees to provide proof of work efficiency, indicating potential personnel optimization [6] Group 5 - Samsung Electronics has regained the top share in the global DRAM market and is in talks with Qualcomm for 2nm chip foundry collaboration [9] - Toyota has announced the independence of Gazoo Racing as a high-performance sub-brand and launched new models in the European market [9] - LG Electronics' CEO presented a profit-oriented growth strategy at CES 2026, focusing on sustainable development [9] - Mitsubishi UFJ Financial Group plans to establish a full-service bank in the EU to expand overseas financing profits [9] - SK Hynix has lost its position as the global leader in the DRAM market and is focusing on domestic energy storage orders [9]

智通财经APP获悉，周四，三大指数仅纳指收跌，投资者继续将资金从科技股撤出转而投入其他板块， 板块轮动令纳指承压，苹果(AAPL.US)连续七个交易日收跌。 【美股】截至收盘，道指收盘上涨270.03点，涨幅为0.55%，报49266.11点；纳指跌104.26点，跌幅为 0.44%，报23480.02点；标普500指数涨0.52点，涨幅为0.01%，报6921.45点。洛克希德马丁(LMT.US)涨 4.3%，英伟达(NVDA.US)和AMD(AMD.US)跌超2%，康菲石油(COP.US)涨5%。纳斯达克中国金龙指数 收涨1.09%，虎牙(HUYA.US)涨14.6%，阿里巴巴(BABA.US)涨5.2%。 【欧股】德国DAX30指数涨17.89点，涨幅0.07%，报25116.42点；英国富时100指数跌10.06点，跌幅 0.10%，报10038.15点；法国CAC40指数涨9.55点，涨幅0.12%，报8243.47点；欧洲斯托克50指数跌 19.61点，跌幅0.33%，报5903.96点；西班牙IBEX35指数涨48.22点，涨幅0.27%，报17644.62点；意大利 富时MIB指数涨109.8 ...

Core Insights - Google has surpassed Apple to become the second-most valuable company by market capitalization, with a valuation of $3.92 trillion compared to Apple's $3.80 trillion [2][3] - This marks the first time since 2019 that Google has overtaken Apple in terms of value, with Nvidia still leading at $4.49 trillion [3] AI Developments - Google's advancements in artificial intelligence (AI) are highlighted as a significant factor in its increased valuation, indicating its success in the AI race [2] - The company is focusing on local execution as a core layer of AI infrastructure, moving away from reliance on cloud inference with innovations like FunctionGemma, which operates directly on mobile devices [4][5] Edge AI Strategy - Google's edge AI strategy includes the development of tools like Google Edge tooling and FunctionGemma, aimed at enabling local deployment of AI models across various devices [4][5] - This approach reflects a shift towards hybrid AI architectures that balance responsibilities between local and cloud systems [5] Retail and Consumer Insights - Google's role in transforming retail through AI is emphasized, with a focus on agentic AI that can understand context and make decisions similar to humans [6][7] - This evolution in AI technology is positioned as essential for enhancing discovery, personalization, and engagement in complex shopping journeys [7]

In a notable shift at the top of the stock market, Alphabet ((GOOGL) has officially overtaken Apple ((AAPL) as the world’s second most valuable public company, trailing only Nvidia ((NVDA), which now sits near a $4.6 trillion market capitalization. It marks the first time since 2019 that Alphabet has surpassed Apple, underscoring a broader reordering underway within the technology sector.The divergence has been driven by sharply different market narratives in 2025. Alphabet shares surged roughly 65% over th ...

danielvfung/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify JPMorgan Chase acquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackstone. (1:46) This is an abridged transcript of the podcast: Our top story so far, JPMorgan Chase (JPM) has struck a deal to acquire the Apple (AAPL) credit card program from Goldman Sachs (GS), further cementing Chase’s already dominant position in consu ...