21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 阿里"通云哥"概念亮相，"通义+阿里云+平头哥"构成"云 + Al + 芯片"三角支撑 1月29日，平头哥"真武810E"高端AI芯片上线，阿里通义实验室、阿里云、平头哥，三者组成"通云 哥"概念。阿里巴巴集团 CEO 吴泳铭说："云 + Al + 芯片" 是未来实施阿里科技战略当中最重要的三角 支撑。未来十年云计算最大的增量和变量都是以 AI 为核心驱动力带来的变革。软硬件高度一体协调的 AI 模型，将会是下一代云计算公司的必备武器。 【巨头风向标】 贵州茅台出资参与SpaceX上市A轮融资？不实！ 1月29日，有市场传言称"贵州茅台证实参与SpaceX上市A轮融资"。贵州茅台方面回应称，此为"不实信 息"。贵州茅台1月29日收盘报1437.72元/股，涨8.61%，总市值突破1.8万亿元。 豆包手机新机预计2026年Q2中晚期发布 字节已于2025年底开启豆包手机助手正式版项目，新机预计将于2026年Q2中晚期发布。有供应链人士 称，字节对新机的预期不低， ...

Core Insights - Apple reported a record-breaking quarter, with significant growth in revenue and earnings, highlighting the importance of Apple Intelligence as a business lever and its partnership with Google for AI development [1][7] Group 1: Financial Performance - Apple achieved quarterly revenue of $143.8 billion, representing a 16% year-over-year increase, with diluted EPS of $2.84 [7] - iPhone revenue reached $85.3 billion, up 23% year-over-year, while Services revenue hit an all-time high of approximately $30 billion, increasing by 14% [7] - Sales in greater China surged to $25.5 billion, marking a 38% year-over-year growth, primarily driven by iPhone sales [7] Group 2: Apple Intelligence and AI Strategy - Apple Intelligence is framed as an operating-system-level capability rather than a standalone product, aimed at enhancing the overall ecosystem and monetization opportunities across hardware and services [3][4] - CEO Tim Cook emphasized that the integration of AI features is designed to be personal and private, enhancing user experience without necessarily being tied to a direct revenue model [4] - The potential for revenue growth from AI is linked to improvements in discovery, shopping, customer service, and in-app conversions, which could lead to increased device upgrades and service engagement [4] Group 3: Partnership with Google - Apple announced a partnership with Google, selecting it for its AI technology capabilities while ensuring privacy standards are maintained [5] - Cook stated that Google's AI technology provides a strong foundation for Apple's future developments, although specific deal terms were not disclosed [5] Group 4: Payment Security - Apple Pay reportedly eliminated over $1 billion in fraud for partners in the previous year, with plans to expand the service into more markets [6] - The company is focusing on device-centric security and network tokenization to reduce fraud, indicating ongoing investment in payment security measures [6]

【环球网财经综合报道】日前，全球最大主权财富基金——挪威政府全球养老基金公布数据，2025年投资收益 达到2.36万亿挪威克朗，约合2465亿美元；年投资回报率为15.1%。其中，股票投资表现尤为突出，回报率达 19.3%，大型科技股是该基金业绩的核心驱动力，其前五大持仓包括英伟达、苹果、微软、Alphabet和亚马逊。 半岛电视台对此发文称，该基金投资的一半以上在美国，其中大部分在股票和债券中，最大的10项投资占股票 投资组合的20%。基金CEO尼科莱·延森分析称："特别是在原材料行业，我们看到了强劲的表现。你们看到了 金属，如黄金、白银、铜等价格的上涨，这对业绩有很大帮助。金融行业也表现强劲，而房地产行业则表现最 差。" 报道也提到，到2025年下半年，挪威主权基金已将其在美国最大科技公司的股份降低，包括对芯片巨头英特尔 的投资份额从6月到年底从1.32%降至1.26%，对微软的投资份额从1.35%降至1.26% 该基金还预计，如果全球经济因地缘政治环境恶化，其投资组合可能会总体下降37%，这将超过人工智能场景 35%的预期影响。 ...

证券研究报告 | 行业策略 gszqdatemark 2026 01 29 年 月 日 计算机 2026 年度策略：锚定 AI 未来，共启科技新篇 金融科技：新工具+新货币，重塑金融新范式。1）新工具：牛市先锋，优 选炒股软件。2026 年全球流动性合理充裕，国内保持适度宽松基调；同 时，险资兜住下行风险，存款搬家也有望成为重要增量。2026 年我们看好 指数继续上攻，炒股软件是牛市先锋，成交活跃下选择肌肉记忆票，牛市 有望持续受益，建议关注同花顺、东方财富、九方智投、指南针等。2）新 货币：数字人民币与人民币国际化双轮驱动。数字人民币 2.0 在 1 月 1 日 正式实施，从 M0 到 M1 的货币属性跃迁。同时，人民币国际化持续推进， 《人民币跨境支付系统业务规则》将自 2026 年 2 月 1 日起施行，加大拓 展 CIPS 网络力度是工作重点。数字人民币建议关注收单方、清算机构以 及银行做数币支付系统厂商，如新大陆、新国都、拉卡拉等；人民币国际 化核心受益方包括 CIPS 相关厂商。 AI 应用：C 端看巨头起舞，B 端是最后一公里的赛跑。1）在即将到来的 2026，模型端的进步仍然值得期待：采用 s ...

国铁集团回应"三方平台加价抢票" 国铁集团称12306为唯一官方售票渠道，未与第三方合作，将优化系统应对加价抢票行为，并推出误购免费退票等便民 措施。 整理 ｜徐子欣 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 1月29日，国铁集团客运部主任朱文忠在国新办新闻发布会上的公开声明："一些第三方平台以各种'抢票神器'名目，诱导旅客 加价抢票。铁路12306客户端是中国铁路唯一官方火车票网络售票渠道，没有与任何第三方平台合作。"他同时强调，针对第三 方平台高频访问对铁路12306系统安全稳定运行构成的严重冲击，将进一步优化风控系统实行有效识别。 麦趣尔，被申请破产清算 银河系新发现一颗"潜在宜居"候选行星 白银基金，1月30日全天停牌 2026年春运全社会跨区域人员流动量预计将达95亿人次 好想来回应消费者质疑"称不准" ：新员工操作失误 朱文忠直言，"买火车票历来是广大旅客关注的焦点。我们重点抓好四个方面售票组织工作"。一是关注学生、务工人员及老年 人等重点群体的购票需求；二是首次推出互联网误购限时免费退票的新举措；三是持续优化和改进售票策略；四是确保12306 ...

机构认为，若成交量能有效配合，短期市场仍有向上冲击阶段新高的可能性。 【财经日历】 新股申购：林平发展、电科蓝天 财报发布：苹果、部数据、闪迪 ►►国务院办公厅日前印发《加快培育服务消费新增长点工作方案》（以下简称《工作方案》），旨在优化和扩大服务供给，促进服务消费提质惠民，为经 济高质量发展提供有力支撑。《工作方案》提出3方面支持政策。一是聚焦交通服务、家政服务、网络视听服务、旅居服务、汽车后市场服务、入境消费等 重点领域，从优化服务供给、推进先行先试、创新消费场景、加强人才培养等方面发力，激发发展活力。二是聚焦演出服务、体育赛事服务、情绪式体验式 服务等潜力领域，从健全激励机制、优化安全管理、培育优质品牌、建设平台载体等方面着手，培育发展动能。三是通过健全标准体系、加强信用建设、强 化财政金融支持等，加强对培育服务消费新增长点的支持保障。 ►►据新华社，从29日在沪召开的商业航天器及应用产业链共链行动大会获悉，我国将布局更多"太空+"未来产业。 据介绍，中国航天科技集团作为我国商业航天器及应用产业链"链长"单位，将在"十五五"期间围绕发展商业航天国家战略部署，发挥中央企业战略引领、生 态构建等职能，带动产 ...

Over the last few months I have mentioned multiple times my intention to pile up some cash, and this is what I did. I don’t think there are currently many opportunities to seize; therefore, I am waiting on the sidelines. However, as the cash pile getsPassionate about geopolitics and macroeconomics, I express my opinion through my articles and enjoy engaging with all of you. I also write about companies that catch my attention, particularly those in my portfolio. For me, Seeking Alpha is a way to expand my k ...

Self-driving cars are slowly becoming less sci-fi and more real-world as companies like Waymo, the autonomous arm of Google's parent, Alphabet, expand into more areas. On Thursday, the company opened up fully autonomous rides to San Francisco International Airport (SFO), starting with a select group of riders before expanding to the general public over the coming months. To start, pick-ups and drop-offs will take place at the SFO Rental Car Center, which riders can access from the airport via the AirTrain. ...

Waymo driverless taxi parks in lower Manhattan in New York City, U.S., Nov. 26, 2025.Waymo is starting to take San Francisco passengers to the airport.The Alphabet-owned company said in a blog post Thursday that it is opening up San Francisco International Airport access to a select number of customers, and will gradually welcome all riders over the coming months. Pickups and drop-offs will initially take place at the airport's rental car center, and will eventually expand to additional locations like termi ...

A Waymo self-driving vehicle hit a child pedestrian near an elementary school in Santa Monica, California, on Friday. Waymo addressed the incident in a Wednesday blog post, noting it "voluntarily contacted the National Highway Traffic Safety Administration (NHTSA) that same day."  NHTSA told Waymo it plans to investigate the incident, according to the blog post. Waymo added, "we will cooperate fully with them throughout the process."  Alphabet-owned Waymo, which operates a robotaxi service around the Los An ...