早报 | 强劲非农数据重挫降息预期；DeepSeek、智谱等集体上新；永辉超市CEO致歉；比尔·盖茨时隔两年半再度到访中国

Group 1 - The U.S. non-farm payrolls for January recorded an increase of 130,000, significantly exceeding market expectations of 55,000, indicating a stronger labor market and alleviating concerns about a slowdown [2] - The unemployment rate in the U.S. for January was reported at 4.3%, slightly below the expected 4.4%, marking the lowest level since August 2025 [3] - Following the employment data release, gold prices dropped nearly $40, the U.S. dollar index rose by 50 points, and U.S. Treasury yields increased significantly [3] Group 2 - Apple is reportedly facing setbacks in the development of a new version of Siri, with potential delays in the release of several anticipated AI features [4] - The new data center being constructed by Meta in Lebanon, Indiana, represents an investment of over $10 billion and will have a capacity exceeding 1 gigawatt, supporting both AI workloads and core business operations [6][7] Group 3 - Bill Gates made a surprise visit to China, focusing on advancements in key areas such as infectious disease control and maternal and child health [8] - Trump emphasized the continuation of negotiations with Iran during a meeting with Israeli Prime Minister Netanyahu, although no specific decisions were made [9][10] Group 4 - The daily active users of Qianwen reached 73.52 million, surpassing Yuanbao's 18.28 million and approaching Doubao's 78.71 million [12] - Yonghui Supermarket's CEO issued an apology reflecting on the company's deviation from its founding principles and acknowledging a projected net loss of 2.14 billion yuan for 2025 [14] Group 5 - Semiconductor company SMIC's co-CEO noted strong demand for storage related to AI, which is impacting supply for mobile and other lower-end applications, leading to reduced orders in those segments [24]