此外，美国劳动力市场仍存在持续下修的阴影，2025年每个月数据都被向下修正。结合年度基准修订和全年各月调整后，去年平均每月新 增就业岗位仅为1.5万个。 Janus Henderson Investors投资组合经理布拉德·史密斯表示："在预测者长期因劳动力市场疲软而对经济持谨慎态度之后，这份数据为经 济强劲增长、劳动力市场改善以及支持消费支出的工资增长提供了有力证据。" 他补充称："美联储在下月决定是否维持利率不变时，会将这一数据纳入考量。鉴于其'观望并依赖数据'的立场，这无疑会增强维持利率不 变的可能性。" 美东时间周三， 1月非农就业报告一度提振投资者情绪，但未能推动市场持续走高，三大股指最终均小幅收跌。 截至收盘，道琼斯指数跌0.13%，报50,121.40点；标普500指数微跌0.34点，报6,941.47点；纳斯达克指数跌0.16%，报23,066.47点。 盘前公布的数据显示，美国1月新增就业岗位13万个，远超市场预期的5.5万；失业率为4.3%，略低于经济学家预测的4.4%。 尽管报告显示就业增幅创一年多来新高，但增长仍集中在少数行业，主要是医疗保健领域，该领域新增岗位12.4万个，是2025 ...

Economic Data - The U.S. added 130,000 jobs in January, significantly exceeding the market expectation of 55,000 [1] - The unemployment rate stands at 4.3%, slightly below the economists' forecast of 4.4% [1] - Job growth is primarily concentrated in the healthcare sector, which added 124,000 jobs, double the normal growth rate for 2025 [1] - There is a persistent downward revision in the labor market data, with the average monthly job addition for last year adjusted to only 15,000 [1] Company News - Apple is reportedly facing setbacks in the development of an upgraded version of Siri, which may delay the release of several anticipated AI features [3] - Meta has begun construction on a new data center in Lebanon, Indiana, with an investment exceeding $10 billion, aimed at enhancing its AI infrastructure [5] - Google is integrating AI shopping features into its search engine and Gemini chatbot, allowing consumers to purchase products directly through AI-driven answers [7] - T-Mobile anticipates service revenue to reach approximately $77 billion by 2026, with plans to achieve 18 to 19 million broadband users by 2030 [8] - Ancora Capital has increased its stake in Warner Bros. Discovery and plans to oppose the company's deal with Netflix regarding its production and streaming assets [9] - Kraft Heinz has paused its planned spin-off, focusing instead on improving company performance under the new CEO Steve Cahillane [10]

Group 1 - Major tech stocks experienced a broad increase, with SanDisk rising over 8%, Oracle up 2%, and NVIDIA increasing by more than 1% [1][2] - Other notable gainers included Tesla, Broadcom, Apple, and Amazon, all showing positive movement [1] - The three major U.S. stock indices opened higher, with the Nasdaq up 0.77%, the Dow Jones up 0.41%, and the S&P 500 up 0.62% [3] Group 2 - Chinese concept stocks mostly rose, with Kingsoft Cloud increasing by over 11%, Bilibili up more than 3%, and Century Internet and Beike both rising over 2% [2][4] - Storage-related stocks rebounded, with Micron Technology rising over 6% and Western Digital increasing by more than 4% [4]

Core Viewpoint - The U.S. stock market experienced a stark divergence, with AI software stocks rebounding sharply while storage chip stocks faced significant declines, illustrating a clear "ice and fire" scenario on the Nasdaq stage [1][3]. Group 1: AI Software Stocks - A notable AI software stock surged 14.73% to close at $475, recovering from a nearly 40% decline from its peak of $785 last June [1][4]. - The recent rebound was supported by significant industry developments, including ByteDance's launch of its new AI video model Seedance 2.0 and Google's plan to acquire a customer service software company to enhance its AI capabilities [4]. - Analysts on Wall Street are shifting their views, suggesting that AI will enhance existing software rather than completely replace it, as enterprise workflows are complex and sticky [4]. Group 2: Storage Chip Sector - The storage chip sector faced a collective collapse, with SanDisk dropping 7.16%, Western Digital plummeting 8.65%, and Seagate Technologies falling 6.77% [1][8]. - The primary reason for the decline was the excessive price increases over the past six months, driven by surging demand for high-performance storage from AI servers, leading to profit-taking [8]. - Recent industry data indicated a slight decline in DRAM prices, breaking the market's expectation of continuous price increases, which contributed to investor concerns about the sustainability of the storage chip supercycle [8][12]. Group 3: Market Dynamics - The Nasdaq index fell by 0.59%, while sectors related to AI applications, such as cultural media and toys, saw gains of 1.5% to 3.5% [5]. - The ETF focused on software investments has seen its scale grow to 6.658 billion yuan, with valuations at a near one-year low, indicating a shift in capital from overvalued hardware sectors to underpriced software and application companies [5]. - The overall market structure is experiencing a split, with the Dow Jones index slightly up by 0.10%, while the Nasdaq and S&P 500 indices fell by 0.59% and 0.33%, respectively [12]. Group 4: Chinese Concept Stocks - Chinese concept stocks demonstrated resilience, with the Nasdaq China Golden Dragon Index rising by 1.09%, outperforming the major U.S. indices [11][12]. - The strong performance of Chinese stocks is attributed to their valuation being at a low point, alongside supportive domestic policies for platform economy and technological innovation [12]. - Key companies like Alibaba Cloud reported a 26% revenue growth in the latest quarter, indicating robust core business performance [12].

首先是指尖的极致。当你闭上眼抚摸理想L9 Livis的腰线，是如玉般的温润平滑。这种"奢华"的体 验，以往你只能在迈巴赫S级这样的顶级豪车上才能找到。 其次是数据的碾压。经过三次喷涂，理想L9 Livis双色车身的漆膜层数达到了惊人的15层。相比于 普通漆面90-120微米的厚度，我们的漆膜厚度直接拉升到了130-200微米。这多出来的厚度，不仅意味着 更深邃的质感，更意味着2-3倍于常规清漆的保护层，让你的车漆在历经岁月的抛光和洗刷后，依然能亮 丽如新。 最后是视觉的惊艳。在衡量漆面质量的镜面指数上，行业标准通常是92+，而我们做到了95+；在 反映平整度的桔皮R值上，行业标准通常是8级，而我们做到了10级。把车停在阳光下，你会发现车身倒 影清晰锐利，没有丝毫模糊和扭曲，这就是奢华的体现。 评论区: 不是，这个能有量产性吗？准备卖稀缺啊 2026年2月10日理想汽车制造工程负责人徐勉表示: 在汽车涂装领域，常规的单色车身喷涂只需一遍，漆膜结构是8层；而市面上主流豪华品牌的双色 车身，通常是在此基础上增加遮蔽和套色喷涂，也就是所谓的"两遍工艺"，漆膜结构达到13层，但这并不 是终点，对于理想L9 Livis而 ...

Core Viewpoint - The global semiconductor industry is experiencing a new wave of price increases across the entire supply chain, driven by surging AI demand and rising raw material costs [1][3][61]. Group 1: Price Increases in Domestic Semiconductor Companies - Over 20 semiconductor companies have officially announced price increases [2][62]. - Domestic chip manufacturers are significantly raising prices, with increases as high as 80% for certain products [4][63]. - Guokewai announced price hikes for its KGD storage products, with increases of 40% to 80% [6][66]. - Zhongwei Semiconductor is raising prices for MCU and NOR Flash products by 15% to 50% due to supply chain pressures [9][73]. - Biyiwei has also announced price increases across its entire product line, citing rising raw material costs [17][76]. Group 2: Price Increases in International Semiconductor Companies - International semiconductor giants are also raising prices, with ADI increasing prices by 15% to 30% starting February 1, 2026 [21][81]. - Infineon plans to raise prices for power switches and IC products due to increased demand from AI data centers [24][83]. - Texas Instruments is expected to raise prices by over 30% across nearly all categories due to rising costs [21][81]. Group 3: Price Increases in Wafer Foundry and Packaging - Wafer foundries are increasing prices, with TSMC raising advanced process prices by 3% to 10% [25][85]. - Packaging and testing services are seeing price increases of up to 30%, driven by high demand and capacity constraints [27][86]. Group 4: Impact of Raw Material Costs - The prices of precious metals like gold, silver, and copper are rising, significantly impacting chip manufacturing costs [57][116]. - The increase in raw material costs is leading to a ripple effect across the semiconductor supply chain, prompting many companies to raise their product prices [57][116]. Group 5: Effects on End Markets - The price increases in storage chips are affecting end markets, with PC manufacturers like Dell and Lenovo planning price hikes of 10% to 30% [59][118]. - In the smartphone sector, rising storage costs are pressuring new product pricing, particularly for low-end models [59][118]. - The automotive electronics sector is also feeling the impact, with companies like Xiaomi and NIO reporting cost pressures due to rising semiconductor prices [59][119].

理想汽车-W(02015):L9焕新在即催化重估,重申"买入"评级 瑞银华宝 瑞银发布研报称，理想汽车-W(72.8,0.00,0.00%)(02015)目前估值水平具吸引力。理想现交易估值低于上 市以来逾95%的时间，且净现金占市值约三分之二，反映市场情绪相当悲观。随着L9发布在即，该行认为曙光 渐现。基于其风险回报吸引力高，瑞银重申予其"买入"评级。 理想汽车于上周五(6日)发布新一代L9，计划第二季度上市。旗舰版L9Livis定价55.98万元人民币。瑞银 相信，从现在至第二季度正式推出，市场情绪有望逐步改善，并有助提升投资者对其他车型更新计划的能见 度。旗舰SUVL9将于第二季度焕新上市，有望在2025年低基数上推动增长重新加速。尽管面临大宗商品成本上 涨挑战，但公司凭借高端定位与利润缓冲，预计比多数同业更具韧性。瑞银认为，现时是重新关注该股的合适 时机。 ...

据了解，在"门店合伙人"计划中，理想汽车将给予店长更大的经营决策权，并优化门店考核机制，将评 价标准从单一的销量考核升级为涵盖销量、利润和用户满意度等多个维度的综合评价体系。此外，理想 汽车还将关闭一些能效低的门店。（中国汽车报） 2月10日消息，理想汽车将在2026年春节后推行"门店合伙人"计划，以提升门店运营效率和市场响应速 度。对此，理想汽车方面确认了该消息的真实性。 ...

2月10日，理想汽车宣布，第4000超充站建成，该超充站位于京哈高速凌海服务区（双向），单侧服务区配备20根充电枪，包括12根5C充 电枪、8根4C充电枪。 其中，"九纵"主要包括G1京哈高速、G2京沪高速、G3京台高速、G4京港澳高速、G5京昆高速、G65包茂高速、G15沈海高速、G45大广 高速、G25长深高速。 "九横"主要包括G20青银高速、G30连霍高速、G40沪陕高速、G50沪渝高速、G42沪蓉高速、G60沪昆高速、G56沈瑞高速、G80广昆高 速、G6京藏高速。 目前，理想汽车自建超充网络共有超充桩22173根，其中5C桩超4500根。超充站共计4000站，分布于289座城市，共31个省级行政区。其 中，位于高速公路的超充站超1200座，主要分布于"九纵九横"18条高速公路，平均约130公里就有一座理想超充站。并且，理想超充站全部为 地面站点，充电体验更加便捷。 ...

据悉，瑞声科技与理想汽车合作已覆盖理想MEGA、L系列、i系列全系主力车型，协作贯穿声学设计、 材料创新、工艺优化及整车适配全流程。铂金音响系统声音还原精准、性能输出稳定，可大幅提升音质 细腻度与低频表现力，强化座舱豪华感与沉浸体验，已成为理想汽车极具竞争力的用户体验标杆。 据瑞声科技官方消息，2月9日公司旗下PSS常州工厂举行下线仪式，为理想汽车打造的第1000万只铂金 音响扬声器成功量产交付，双方高管团队出席活动。 瑞声科技表示，未来将继续深化与理想汽车的战略合作，推动车载声学向更智能、集成化、个性化方向 升级。值得一提的是，依托全球研发与产业链整合能力，瑞声科技已构建软硬件、算法、调音一体化的 全栈式车载声学解决方案，形成可扩展、高可靠的车规级交付体系，相关产品与方案已获得多家国际顶 尖汽车品牌认可，并与众多高端及主流智能车企建立稳定合作。 近年来瑞声科技车载声学业务发展迅猛，通过收购比利时 PSS、初光汽车完善产业链布局，形成从核心 器件到系统解决方案的全栈能力。2025 年上半年，其车载声学业务收入达17.4 亿元，同比增长14.2%， 成为集团第二增长曲线。 ...