恒生指数高开0.35%，恒生科技指数涨0.05%。泡泡玛特涨逾4%，紫金矿业涨近3%，腾讯音乐、京东健 康涨幅靠前；百度集团、小鹏汽车、蔚来跌幅靠前。 恒生指数高开0.35%，恒生科技指数涨0.05%。泡泡玛特涨逾4%，紫金矿业涨近3%，腾讯音乐、京东健 康涨幅靠前；百度集团、小鹏汽车、蔚来跌幅靠前。 ...

一年前，恰是这个周一，深度求索（DeepSeek）公司R1大模型以高性能和低训练成本震撼世界， 外媒称之为"DeepSeek时刻"。 DeepSeek的横空出世，可谓2025年中国科技创新的"开场戏"。近期，国际机构密集发文盘点过去一 年全球科技发展，来自中国的成果格外耀眼。 这源于实现高水平科技自立自强的决心与努力。在美国先进芯片的封锁禁运下，DeepSeek以算法 创新突破算力限制，华为、阿里巴巴、百度、寒武纪等中国企业则纷纷踏上芯片技术攻关之路。随着 DeepSeek-R1大模型和"昇腾"等国产芯片问世，美国战略界终于意识到，出口管制管不住中国，只会使 中国加速建设一套独立的技术体系。 这倚赖高水平科研人才提供的核心支撑。2025年11月，科睿唯安发布《2025年度全球高被引科学 家》榜单，中国内地共有1406人次入选，占全球总数的19.7%。在AI领域，据全球知名科研技术公司 Digital Science估算，中国拥有超3万名研究人员，是美国的3倍，中国仅博士后和博士生数量已是美国 研究人员的2倍以上，在长期创新方面具有得天独厚的优势。 这离不开全社会对中国科技发展的坚定信心。2025年以来，中国A ...

【腾讯宣布：春节发 10 亿元现金！单个红包最高达 1 万元，可直接提现到微信】 1 月 25 日，腾 讯宣布，将在 2 月 1 日上线春节活动，用户上元宝 App 分 10 亿现金红包，单个红包金额可达万 元。 App 内点击主页的预约卡片即可进入春节会场预约页面，提前预约的用户将在 2 月 1 日活动开 启当天，额外获得 10 次抽奖次数。 腾讯方面相关人士透露，上述红包金额可以从元宝直接提现到微信。（每日经济新闻） 【百度：发5亿现金】 1月25日 ，百度发布文心助手关于春节现金红包活动的通知。自1月26日至3 月12日，用户在百度APP使用文心助手，有机会瓜分5亿现金红包，最高可获得1万元奖励。此外， 完整早报音频，请点击标题下方小耳机收听 百度APP还将作为首席AI合作伙伴合作《2026北京广播电视台春节联欢晚会》。 （凤凰网） 【雷军：新一代小米 SU7 争取春节前部分样车进店】 1 月 25 日，小米创办人、董事长兼 CEO 雷 军发文表示，新一代 SU7 卡布里蓝实车非常漂亮，争取春节前部分样车能够进店，到时候大家就可 以到店感受。现在已经开始小订。 （ 新浪财经） 【苹果客服回应 iPhon ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月25日，腾讯元宝、百度App分别宣布了其春节红包派发计划。 当日，腾讯元宝微信公众号发布《关于春节分10亿现金的通知》称，将在2月1日上线春节活动，用户上元宝App分10亿元现金红包，单个红包金额可达万 元。 来源：元宝微信公众号 据介绍，用户可于1月25日将元宝App更新到2.55.0 以上版本，点击主页的预约卡片即可进入春节会场预约页面，提前预约的用户将在2月1日活动开启当 天，额外获得10次抽奖次数。 来源：元宝App页面截图 腾讯元宝的派红包活动设置了万元小马卡、现金红包和分享红包等红包形态，用户每天上元宝App都能领现金红包，通过做任务可抽更多红包，并有几率 抽中限量100张的价值1万元现金小马卡。分享红包支持转发给微信、QQ好友和社群。 除了将发放10亿元现金红包，腾讯还在酝酿AI大招。据腾讯内部人士透露，元宝即将上线全新玩法，已开启内测邀约，官方公布的产品界面图中已悄然 新增一个名为"派"的入口。 值得一提的是，2015年春晚，腾讯通过微信"摇一摇"形式 ...

Industry News - Samsung Electronics raised the supply price of NAND flash memory by over 100% in the first quarter of this year, significantly exceeding market expectations and highlighting the severe supply-demand imbalance in the semiconductor market [5]. - The global first automated production line for robotic joints by Yiyou Technology has been launched in Pudong, marking a critical breakthrough in the mass production of core components for humanoid robots, which accelerates their large-scale application [5]. - The China Securities Regulatory Commission (CSRC) has issued new regulations on the performance comparison benchmarks for publicly offered securities investment funds, focusing on four key areas: precise profiling, full-process supervision, linking with compensation, and enhancing information transparency [3]. - The CSRC disclosed its first fine of 2026, imposing a total penalty of 1.022 billion yuan on Yu Han for manipulating the securities market, along with a three-year ban from the securities market [3][5]. Company News - Fenglong Co. announced a stock price increase of 405.74% from December 25, 2025, to January 23, 2026, and will be suspended from trading for verification starting January 26 [6]. - Jiamei Packaging reported a stock price increase of 408% from December 17, 2025, to January 23, 2026, and will also be suspended from trading for verification starting January 26 [9]. - Shannon Chip announced a projected net profit increase of 82%-135% year-on-year for 2025, driven by increased sales of enterprise storage products [7]. - Chip Origin Co. expects a net loss of 449 million yuan for 2025, although the loss is narrowing [7]. - Dongxin Co. announced a projected net loss of 174 million to 214 million yuan for 2025 [9].

Group 1 - Tencent and Baidu are distributing significant cash rewards during the Spring Festival, with Tencent offering 1 billion yuan in cash red envelopes and Baidu providing 500 million yuan in cash rewards through its app [2] - Apple has initiated a major discount on the iPhone Air 256GB model, reducing the price from 7999 yuan to 5499 yuan, marking the largest price drop for this model in history [2] - Nvidia's CEO Jensen Huang is visiting China to deepen cooperation in AI technology, while the company faces production halts for certain components [3] Group 2 - Xiaomi's CEO Lei Jun announced that the new generation of Xiaomi SU7 is expected to have sample cars available before the Spring Festival [5] - NIO's subsidiary has achieved 91.36% progress in its battery doubling plan, with over 7309 new batteries invested as of January 24 [5] - Hunan Gold plans to acquire 100% equity of two companies to enhance its competitiveness in the precious metals refining and processing sector [5] Group 3 - Microsoft is addressing issues with Windows 11 that have affected basic applications, while also expanding its gaming strategy to include Xbox games on PS5 and Switch [8] - Amazon's low Earth orbit satellites are facing criticism for their brightness affecting astronomical observations, and the company is experiencing a decline in order volume [8] - The U.S. government plans to invest 1.6 billion USD in a rare earth company to secure critical mineral supplies, acquiring a 10% stake [8] Group 4 - Samsung Electronics plans to increase NAND flash supply prices by 100% in Q1 2026, reflecting ongoing tensions in the semiconductor market [10] - Toyota maintains its leading position in the Thai automotive market while facing challenges in electric vehicle transitions in China [10] - SK Hynix aims to launch high bandwidth memory samples by 2026 to meet the demands of AI and data center high-performance computing [10] Group 5 - Volkswagen's CEO stated that plans to build an Audi factory in the U.S. are contingent on tariff reductions, while its joint venture plans to launch 13 new models by 2026 [12] - BMW is implementing a second official price adjustment in 2026, with some models seeing price reductions exceeding 60,000 yuan [12] - LVMH is increasing investments in the beauty sector to strengthen its position in the high-end beauty market [12]

• 本周市场 聚焦 美联储1月利率决议， "超级财报周"重磅来袭，苹果、微软等科技巨头将发布财报 • 美联储继任主席最热门人选出炉 • 权益基金新发显著回暖， 年内新成立基金募资超700亿元 • 北交所打新资金首破万亿， 中签门槛显著抬升 • 苹果降价促销， 部分产品已缺货 • 全球存储器涨价潮加剧， 三星NAND闪存价格上调超100% 1. 本周全球市场大事不断！美联储将于北京时间1月30日凌晨3:00公布1月利率决议；美股"七巨头"财报密集发布；中国1月PMI数据将揭示经济开局态 势。 与此同时，多个产业大会备受关注，包括中国信通院太空算力研讨会、欧盟-印度峰会、OPEC+月度会议、亚洲金融论坛等。 2. 美联储继任主席人选牵动市场神经，美国总统特朗普可能最早于本周宣布新任美联储主席人选。 特朗普对全球资产管理巨头贝莱德公司高管里克·里德 尔的公开称赞，则让这位华尔街资深人士迅速跃升为美联储继任主席热门人选，目前在预测平台上，里德尔获提名的概率从4%升至50%左右。 1. 北京市2026年经济社会发展主要预期目标明确，包括：地区生产总值增长5%左右，一般公共预算收入增长4%左右，城镇调查失业率控制在5%以 ...

Core Insights - The AI large model sector is expected to undergo deeper integration and innovation in the coming year, transitioning from a phase of "technical frenzy" to "value realization" [1][24]. Group 1: Market Dynamics and Competition - Alibaba's AI model, Qianwen, has integrated with various platforms like Taobao and Alipay, creating a closed-loop consumer ecosystem [2]. - The competitive landscape has shifted from nearly 300 companies to a concentrated market dominated by major players like ByteDance, Alibaba, and Baidu, driven by resource and capital advantages [4][10]. - ByteDance's strategy of "stronger models + lower prices + easier implementation" has allowed it to rapidly capture market share, with its Doubao model achieving over 150 million monthly active users [5]. - Tencent's Yuanbao has heavily invested in advertising, with expenditures reaching 1 billion yuan in June and July 2025, indicating significant efforts to promote AI products [6]. - Baidu and Alibaba are enhancing their core competencies through technological iterations and open-source strategies, with Baidu's Wenxin model outperforming competitors in multi-modal capabilities [7][8]. Group 2: Industry Trends and Challenges - The large model market in China is projected to grow significantly, with a market size of 294.26 billion yuan in 2024 and expected to exceed 700 billion yuan by 2026, reflecting a shift towards commercialized applications [13]. - B-end applications face challenges in reliability and standardization, while C-end applications are diversifying, with major companies integrating AI into various daily life scenarios [14][15]. - The competition in the C-end market is intensifying, requiring companies to invest in continuous iteration and resource allocation to meet diverse user needs [19][23]. - The rise of AI agents is transforming large models from mere conversational tools to actionable partners, with a focus on creating measurable commercial value in vertical industries [21][22]. Group 3: Future Outlook - The AI large model sector is anticipated to see further integration and innovation, with a focus on the collaboration between general and specialized models, enhancing commercialization efficiency [24]. - The next phase for companies in the large model space will be a sustained battle for technological depth and the realization of commercial value [25].

念 春节红包 奇幻人生 分5亿红包 分享 版 包 观看AI视频涨钱中 提现 > 商业 作品 999 99913 串涨7元 即可入账 1月25日，腾讯元宝发布《关于春节分10亿现金的通知》。通知称，为回馈广大用户，元宝将在2月1日开启新春活动，分10亿元现金红包。App内点击预 约卡片可进入春节会场，提前预约的用户将在2月1日活动开启当天，额外获得10次抽奖机会。 关于春节分 10亿现金的通知 马年到,马年好。 1月25日，百度发布文心助手关于春节现金红包活动的通知。自1月26日至3月12日，用户在百度APP使用文心助手，有机会瓜分5亿现金红包，最高可获得 1万元奖励。 此外，百度APP还将作为首席AI合作伙伴合作《2026北京广播电视台春节联欢晚会》。 瓜分5亿现金,上春晚,百度APP春节红包「马」上到! 原创 百度 百度 2026年1月25日 21:02 北京 在 这 里 , 了 解 百 度 ! ■马年春节 百度APP发红包! ■ 点开百度APP 就是"马"上有钱! ¿ 瓜分5亿■ 单个红包最高10000元! 泼天的富贵轮到你了! ♥ ◀ 明天开始 上百度APP搜索「春节红包」 1月26日到3月12日一起瓜 ...

1月25日，腾讯元宝、百度App分别宣布了其春节红包派发计划。 当日，腾讯元宝微信公众号发布《关于春节分10亿现金的通知》称，将在2月1日上线春节活动，用户上元宝App分10亿元现金红包，单个红包金额可达万 元。 来源：元宝微信公众号 据介绍，用户可于1月25日将元宝App更新到2.55.0 以上版本，点击主页的预约卡片即可进入春节会场预约页面，提前预约的用户将在2月1日活动开启当 天，额外获得10次抽奖次数。 来源：元宝App页面截图 腾讯元宝的派红包活动设置了万元小马卡、现金红包和分享红包等红包形态，用户每天上元宝App都能领现金红包，通过做任务可抽更多红包，并有几率 抽中限量100张的价值1万元现金小马卡。分享红包支持转发给微信、QQ好友和社群。 除了将发放10亿元现金红包，腾讯还在酝酿AI大招。据腾讯内部人士透露，元宝即将上线全新玩法，已开启内测邀约，官方公布的产品界面图中已悄然 新增一个名为"派"的入口。 值得一提的是，2015年春晚，腾讯通过微信"摇一摇"形式发放5亿元现金红包，完成微信支付的关键破局。如今，腾讯将再罕见派发10亿元现金红包，能 否再次通过春节这一超级社交场景，实现腾讯AI提速，值 ...