【贾国龙回应西贝闭店传闻：关闭102家门店，储值可退可用于其他门店】近日，网传西贝在会议中称将一次性关闭全国102家门店，占门店总数的30%。 1月15日，西贝餐饮创始人贾国龙发布微信朋友圈，确认"关闭102家门店"传闻，并表示不得不离职的员工工资一分钱不会差。顾客储值卡可用于其他门店 或者退卡。接了年夜饭的门店"再坚持一个月，接完最后一餐再关"。贾国龙称接下来"我们会继续拼，争取活下来。我本人没有西贝之外的任何资产，没 有国外资产，这些年只有北京一套房，呼和浩特的房子是租的"，"只要我还在这儿，就和西贝在一起，和每一位顾客在一起！"（智通财经） 【美团也要卖车了】继京东之后，又一互联网平台美团切入汽车销售领域。 2026年1月15日，上海喜车未来智能科技有限公司与美团在上海签署战略合作 协议。双方将整合汽车产业与本地生活服务优势，共同构建"买车用车+本地生活"一站式服务平台。（第一财经） 【霸王茶姬及创始人起诉网友，公司回应】1月15日，北京互联网法院公告送达霸王茶姬关联公司北京茶姬餐饮管理有限公司及创始人张俊杰诉赵某网络 侵权责任纠纷案件材料，案件定于3月3日开庭审理。霸王茶姬证实此次维权旨在反击涉及创始 ...

Group 1 - Xunlei has filed a lawsuit against former CEO Chen Lei, accusing him of secretly siphoning off company funds, with the amount sought reaching 200 million yuan [4][5] - During Chen Lei's tenure, he allegedly established an external company to transfer assets and misappropriate company funds, totaling approximately 170 million yuan paid by a subsidiary [5] - The lawsuit comes after difficulties in internal anti-corruption efforts, particularly in gathering evidence against high-level management [4] Group 2 - Perfect World has announced a strict anti-corruption initiative, revealing that three employees have been detained for serious misconduct related to bribery [8][10] - The implicated employees were involved in key projects and are accused of inflating procurement prices and accepting bribes from suppliers [9][10] - The company emphasizes its commitment to legal accountability and cooperation with judicial investigations [10] Group 3 - JD.com has established a cultural tourism company, expanding its business model while emphasizing that all operations will revolve around supply chain efficiency [12] - The company aims to innovate within the tourism sector by leveraging its supply chain infrastructure and AI capabilities, rather than creating a generic OTA platform [12] - JD's strategy includes enhancing profitability for the tourism industry and tapping into the high spending potential of its JD PLUS members, which number 40 million [12] Group 4 - Ctrip is currently under investigation, with reports indicating that officials have begun interviewing employees and collecting devices for the inquiry [14] - The company has shown strong financial performance, with revenues of 47 billion yuan and a net profit of 29 billion yuan in the first three quarters of 2025, achieving a profit margin of 61.72% [14][15] - Ctrip's market position has improved significantly, ranking seventh among China's top internet companies, with a net profit of 19.9 billion yuan in Q3 2025 [14][15] Group 5 - The Step-Audio-R1.1 model from Jumpspace has topped the global rankings for native audio models, achieving a 96.4% accuracy rate [16][17] - This model is designed for real-time audio understanding and complex reasoning without additional latency, marking a significant advancement in voice technology [17] Group 6 - Gree Electric has announced a mid-year cash dividend of 5.585 billion yuan, representing a high payout ratio of approximately 38%-39% of its net profit for the first half of 2025 [32][33] - The company has maintained a consistent dividend policy over the past decade, reflecting its commitment to shareholder returns [33] Group 7 - SAIC Motor Corporation expects a net profit of 9 to 11 billion yuan for 2025, marking a substantial increase of 438% to 558% year-on-year [34] - The company reported a vehicle sales increase of 12.3% in 2025, with a record 1.643 million new energy vehicles sold, up 33.1% [34][35] Group 8 - Huawei's smartwatch market share has surpassed that of its smartphones, with over 30% of users being non-Huawei phone owners in China [36] - The company has seen a 42% year-on-year increase in smartwatch shipments, positioning it among the top five global smartwatch brands [36] Group 9 - Merge Labs, co-founded by Sam Altman, has raised $252 million for its brain-computer interface technology, aiming to connect humans and AI seamlessly [42][43] - The company plans to develop medical products initially, with a focus on enhancing human capabilities without invasive procedures [42][43]

点击下方 卡片 ，关注" 具身智能 之心 "公众号 作者丨 Chi-Pin Huang等 编辑丨具身智能之心 本文只做学术分享，如有侵权，联系删文 >> 点击进入→ 具身智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要的。 VLA任务要求智能体对复杂视觉场景进行推理，并在动态环境中执行适应性动作。尽管近年来关于VLA推理的研究表明，显式思维链（CoT）能够提升泛化能力， 但由于推理轨迹冗长，这些方法存在推理延迟高的问题。 nvidia团队 提出了 Fast-ThinkAct ，一种高效推理框架，通过可语言化的latent推理实现紧凑且高性能的规划。Fast-ThinkAct通过从教师模型蒸馏知识，学习利用 latent思维链进行高效推理，其核心驱动力是偏好引导目标：该目标对齐操作轨迹，同时迁移语言和视觉规划能力以支持具身控制。这使得推理增强型策略学习能够 有效连接紧凑推理与动作执行。 在多种具身操作和推理基准上的大量实验表明，Fast-ThinkAct相较于最先进的推理型VLA模型，推理延迟最高可降低89.3%，同时保持了高效的长 ...

【导读】美股收高，银行股、芯片股领涨；原油大跌，黄金白银跳水 美东时间2026年1月15日（周四），美股收高，在台积电财报带动下，美股芯片板块普涨。原油价格创下自2025年6月以来最大跌幅。 道指涨292.81点，涨幅为0.60%，报49442.44点；纳指涨58.27点，涨幅为0.25%，报23530.02点；标普500指数涨17.87点，涨幅为0.26%，报6944.47点。 CME"美联储观察"工具显示，美联储1月降息25个基点的概率为5%，维持利率不变的概率为95%。到3月累计降息25个基点的概率为20.8%，维持利率不变 的概率为78.4%，累计降息50个基点的概率为0.9%。 堪萨斯城联邦储备银行行长施密德于周四表示反对降息。他称通胀"过热"，并警告特朗普政府的政策可能进一步推动经济增长势头。 芝加哥联邦储备银行总裁古尔斯比表示，在有充分证据表明就业市场稳定的情况下，美联储应将重点放在降低通胀上。 美国上周初请失业金人数为19.8万人，预期为21.5万人，前值自20.8万人修正至20.7万人。 芯片股多数上涨 美国白宫发布声明，美国从1月15日起对部分进口半导体、半导体制造设备和衍生品加征25%进 ...

一家还没大规模出货芯片的公司，正在试图改写 AI 算力的性价比公式。 近日，由哈佛大学辍学生创立的 AI 芯片公司 Etched 拿到了近 5 亿美元的新一轮融资。这家初 创公司估值据称达 50 亿美元，总融资接近 10 亿美元。 该轮融资由 Stripes 领投，Peter Thiel、Positive Sum 和 Ribbit Capital 也参与了投资。此前的 支持者还包括 Primary Venture Partners，以及前 GitHub 的 CEO 托马斯·多姆克（Thomas Dohmke）和前 Coinbase 高管巴拉吉·斯里尼瓦桑（Balaji Srinivasan）等知名天使投资人。 有意思的是，这家公司既不做通用 GPU，也不是要完全取代英伟达。而是想把一件事做到极 致：让 Transformer 跑得更便宜。 图丨Sohu 芯片（来源：Etched） 从 GPU 市场来看，英伟达占主导地位。 据市场预测，到 2026 年底，英伟达数据中心累计销 售额将超过 5,000 亿美元。 Etched 对市场的判断是： 过去几年，计算密度（TFLOPS/mm²） 仅 提 升 了 约 15% ...

美股金融股大涨 美东时间1月15日，美股三大指数集体走强，截至收盘，道指涨0.60%，纳指涨0.25%，标普500指数涨 0.26%。 受业绩利好刺激，美股金融股全线大涨，摩根士丹利大涨近6%，创出历史新高；高盛、花旗大涨超 4%，摩根大通、美国银行小幅收涨。此外，全球最大资产管理公司贝莱德大涨5.9%，其第四季度资产 管理规模攀升至创纪录的14.04万亿美元。 消息面上，周四美股盘前，摩根士丹利公布的2025年第四季度业绩报告显示，去年第四季度，营收录得 178.9亿美元，同比上升10.3%，高于市场预期的177.7亿美元；每股收益2.68美元，亦强于预期的2.44美 元。其中，备受关注的"财富管理"部门净新增资产达到1223亿美元，大幅超出市场预期。 高盛最新披露的财报显示，公司去年第四季度实现营收134.5亿美元，同比下降3%，略低于市场预期； 但Non-GAAP每股收益达14.01美元，远超市场预期2.25美元。该季度股票交易收入远超市场预期，达到 创纪录的43.1亿美元，刷新了由其自身在2025年第二季度创下的华尔街历史最高纪录。 Longbow首席执行官Jake Dollarhide评论称，"投资 ...

In this articleGOOGGOOGLNVDABABA9988-HKwatch nowChina's artificial intelligence models may be just "a matter of months" behind U.S. and Western capabilities, Demis Hassabis, the CEO of Google DeepMind told CNBC.The assessment from the head of one of the world's leading AI labs and a key driver behind Google's Gemini assistant, runs counter to views that have suggested China remains far behind. Speaking on CNBC's new podcast, The Tech Download, which launched on Friday, Hassabis said Chinese AI models are cl ...

Core Viewpoint - Taiwan Semiconductor's strong quarterly performance has renewed confidence in artificial intelligence stocks, particularly Nvidia, indicating robust demand and potential profitability in the AI sector [1][2]. Group 1: Company Performance - Taiwan Semiconductor reported a 35% profit increase, achieving eight consecutive quarters of year-over-year profit growth [1]. - The company has set a new record in earnings, surpassing market estimates, which reflects strong demand for its products used in advanced AI technology [1][2]. Group 2: Market Reaction - Following Taiwan Semiconductor's earnings report, chip stocks led the market higher, with major indexes closing in the green [2]. - Taiwan Semiconductor reached a new 52-week high, closing up 4.44%, while Nvidia saw an increase of 2.13% [2]. Group 3: Broader Market Trends - Gains were also observed in banks and consumer-oriented stocks, including restaurants and retailers, indicating a positive market sentiment [3]. - The housing sector, previously affected by downgrades, showed a rise, contributing to overall market optimism [3]. - Small cap stocks experienced significant movement, with the Russell 2000 index breaking out [3]. Group 4: Investor Sentiment - The turnaround in Nvidia, which had been underperforming, suggests that concerns about a market bubble may be easing, at least temporarily [4].

IT之家 1 月 16 日消息，郭明錤今日发文称，台积电在今日举行的法人说明会上提到，其 2026 年资本支 出预算预计为 520~560 亿美元（IT之家注：现汇率约合 3632.55 ~ 3911.98 亿元人民币）。 市场分析指出，台积电在公布资本支出指引时通常采取较为保守的态度，因此 2026 年的实际资本支出 最终超过法说会前法人预期的可能性较高。 市场观察普遍认为，英伟达（NVIDIA）的强劲需求是推动台积电提高资本支出的关键驱动因素。郭明 錤披露的信息显示，在争取台积电先进制程产能的策略上，英伟达采取了更为进取的方式。 在黄仁勋提出锁定 P10 与 P11 用地的要求之前，机构投资者对台积电 2026 年资本支出的共识预期约为 450~500 亿美元（现汇率约合 3143.56 ~ 3492.84 亿元人民币）。很显然，这一调整对台积电资本支出产 生了明显影响。 目前，台积电在先进制程（如 3 纳米、2 纳米及更先进节点）和先进封装技术（如 CoWoS）方面的产 能紧张已是行业共识。尽管面临旺盛需求，台积电在产能分配上依然保持严格的审核机制，通常只会承 诺提供低于客户提出的"乐观版本"需求量的产 ...

Key Takeaways Investors should buy AI stocks in 2026 after Taiwan Semi's earnings report. Buy AI infrastructure stock Vertiv now on the dip before it soars again.Why chip stock AMD looks like a great AI stock to buy in 2026. Investors might want to start buying the best AI stocks after Taiwan Semiconductor posted blockbuster, artificial intelligence-boosted fourth-quarter results on Thursday.The semiconductor foundry giant that manufactures Nvidia’s AI chips offered impressive guidance, confirming that the ...