"我一直关注这款产品，因此第一时间就拿到了一台。"作为该款工程样机的首批用户，岳阳认为，从消 费者角度看，这款产品本身足够新颖。"它实现了AI与系统的结合，因此可以让豆包通过系统将App串 联起来。"在他看来，这款手机在某种意义上实现了一个助手的角色，"体验中能感觉到，它能够提高办 公效率，节省办公时间"。 "这款高度集成的产品让端侧AI的体验有了明显提升。"科大讯飞星火企业军团解决方案总监亓海阳认 为，相较于此前各大手机厂商推出的不少AI手机助手，这款手机对AI的应用更"大胆"，"之前不少手机 助手其实相当于一个App，没有系统层面的授权，因此只能局限于App里。" 不过，几位嘉宾均表示，在整体的系统打磨上，包括端侧算力支持，还有着较大的提升空间。 但眼下，一场巨大的机遇已应运而生。"仅从硬件设备端来看，今年围绕算力建设，我们在芯片产业、 云计算等一系列相关领域都会迎来快速的增长。"亓海阳认为，当前提升算力水平以提高AI助手的反应 速度几乎是"板上钉钉"的趋势。 ◎记者 罗茂林 2025年底，一款发行量极小的工程样机引发AI产业震动，这便是豆包与中兴努比亚合作推出的首款携 带AI助手手机。有人称之为下一代智 ...

" ' 首次购买 + 换代激活 ' ，开启县域经济下一个双重战略窗口。如今的下沉市场，正发生着更多的首次购买；与此同时， 57% 的下沉市场用户家电换新周期超过 3 年，换 新动力不强。 " 文 /巴九灵（微信公众号：吴晓波频道） 2026开篇，消费市场的"开门红"怎么样了？ 元旦假期3天，据文旅部测算，全国国内旅游收入847.89亿元，恢复至2019年同期的112.3%；国内旅游人次达1.35亿，恢复至115.1%。 海南"封关"后迎来消费热潮，实现旅游总收入32.8亿元，同比增长28.9%；离岛免税商品购物金额7.12亿元，同比增长128.9%。 新一轮国补开启，智能眼镜纳入国补范围，家电补贴聚焦高能效产品。商务部数据显示，智能健康设备、智能穿戴设备销售额分别增长20%和15% 以上。京东平台上，节能家电销量同比增长38%。 家电家居厂商以"国 补"吸引市民选购 低线城市游客接待量增速领先。华泰证券数据显示，荆州、怀化、十堰、长春、赣州、喀什等地游客接待量同比增幅超30%，远高于一线及新一线 城市。 字里行间，都在传递着新一年消费的热闹景象。 热闹之下，也有理性。元旦假期，全国国内人均出游花费约628元， ...

| 单位 | | | | 产量(辆) | | | | | | 销量(辆) | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 去年 | 同比 | 本年 | 去年同期 | 同比 | 本月 | 去年 | 同比 | 本年 | 去年同期 | 同比 | | | | 同期 | 变动 | 累计 | 累计 | 变动 | | 同期 | 变动 | 累计 | 累计 | 变动 | | 北京新能源汽车 股份有限公司 | 35581 | 11521 | 208. 84% | 206284 | 90808 | 127.17% | 35205 | 16408 | 114. 56% | 209576 | 113860 | 84. 06% | | 合计 | 35581 | 11521 | 208. 84% | 206284 | 90808 | 127.17% | 35205 | 16408 | 114. 56% | 209576 | 113860 | 84. 06% | 北汽蓝谷于2025年11月24日收到中 ...

证券日报网讯 12月30日，浩瀚深度在互动平台回答投资者提问时表示，今日公司可转债价格下跌，可 能是受到市场整体环境、公司正股价格波动以及可转债自身供求关系等多方面因素的综合影响。公司经 营一切正常。同时，公司实控人持有的债券近期也未发生交易。2025年公司聚焦于网络可视化、大网安 全、大数据处理及AI智能化业务等领域，持续在上述方向加大研发投入，积极拓展市场并取得一定成 果。 ...

Core Viewpoint - The successful first flight of the Long March 12A rocket has led to mixed reactions in the commercial aerospace sector, with significant declines in related stocks despite achieving its second-stage orbital goal [1][7]. Market Reaction - Following the rocket's launch, stocks in the commercial aerospace sector experienced notable declines, with Shanghai Hanxun dropping over 10%, and China Satellite Communications and Aerospace Electronics falling more than 9% [1][7]. - The Huabao military ETF (512810), which passively tracks the CSI Military Index, saw a decline of 1.64% during the afternoon session, halting a four-day upward trend, with real-time transactions exceeding 49 million yuan [1][7]. Future Outlook - Analysts suggest that the market should be viewed as having a fluctuating structure, with potential opportunities for low-cost acquisitions during the adjustment phase of popular themes [3][9]. - The military industry is expected to benefit from multiple policies and strategic catalysts, including the 14th Five-Year Plan and the centenary goals of the military, leading to synchronized growth in both domestic and foreign demand from 2026 to 2027 [3][9]. - Emerging themes such as commercial aerospace, AI intelligence, nuclear fusion, deep-sea technology, and unmanned systems are anticipated to drive the military industry towards higher-end and intelligent development [3][9]. Investment Tools - The Huabao military ETF (512810), previously known as the National Defense Military ETF, covers various popular themes including commercial aerospace, controllable nuclear fusion, low-altitude economy, large aircraft, deep-sea technology, and military AI, serving as an efficient tool for investing in core military assets [3][9].

Core Viewpoint - The military industry continues to rise, with the popular military ETF Huabao (512810) reaching a new high since September 4, with a 1.5% increase and a trading volume of 80.19 million yuan [1][9]. Group 1: Market Performance - The military ETF Huabao (512810) has shown a four-day consecutive increase, remaining above all moving averages, indicating strong bullish momentum as reflected by the MACD indicator [3][11]. - Commercial aerospace stocks are the main drivers of the market, with notable gains from companies like Highde Infrared and Beidou Star Communication, while China Satellite reached a 10-year high with an 8% increase [1][9]. Group 2: Funding Trends - There has been a continuous increase in leveraged funds in the military sector, with financing purchases rising for three consecutive weeks, indicating a positive outlook for future financing trends [3][12]. - Huafu Securities anticipates a strong demand recovery in the military industry by 2026, supporting the ongoing increase in financing purchases [3][12]. Group 3: Industry Developments - The commercial aerospace sector is experiencing rapid growth due to policy support, with significant advancements in reusable rocket testing and satellite constellation networking [4][14]. - The Long March 12A reusable launch vehicle is scheduled for its historic first launch in December 2025, marking a significant milestone in China's aerospace capabilities [4][14]. Group 4: Strategic Insights - The military industry is expected to benefit from multiple policies and strategies, including the 14th Five-Year Plan and the centenary goals of the military, leading to synchronized growth in both domestic and international demand [5][14]. - Emerging themes such as commercial aerospace, AI intelligence, nuclear fusion, deep-sea technology, and unmanned systems are driving the military industry towards higher-end and intelligent development [5][14]. - Securities firms like Dongfang Securities and Huatai Securities are optimistic about the military sector, suggesting that investors should focus on this area as the new phase of equipment construction planning approaches [5][14][6].

内容概况：当前，中国网络附加存储（NAS）行业正经历从以企业市场为核心的单一结构，向企业级与 消费级市场并行的双轨结构转型的关键阶段。2024年，中国网络附加存储（NAS）行业市场规模约为 286.4亿元，同比增长8.28%。这一稳健增长的背后，既反映了企业数字化转型对存储需求的持续释放， 更凸显了个人与家庭用户对数据管理、影音娱乐及隐私安全的需求爆发。以绿联、极空间等为代表的新 兴消费级品牌，正通过简化操作、丰富应用生态，强力推动NAS设备从专业数据中心向普通家庭的渗透 与普及，行业未来的增长空间将显著取决于在消费级市场的深耕与创新。 二、行业产业链 网络附加存储（NAS）行业产业链上游主要包括存储硬盘、硅片、内存模块、芯片、主板、电容、电 阻、连接器、电源模块、散热片、网络适配器等原材料及零部件。产业链中游为网络附加存储（NAS） 生产制造环节。产业链下游主要应用于数据备份、影音中心、智能家居中控、文件共享、协同办公、数 据集中管理等领域。 相关上市企业：绿联科技（301606）、海康威视（002415） 相关企业：上海硅产业集团股份有限公司、中芯国际集成电路制造有限公司、上海韦尔半导体股份有限 公司、广 ...

12月16日，A股三大指数低开低走，全天震荡调整。其中，消费方向迎爆发式行情，零售板块掀起涨停 潮，百大集团四连板，永辉超市、欧亚集团、中央商场、广百股份等多股强势涨停。 消息面上，近日，商务部、中国人民银行、金融监管总局联合印发《关于加强商务和金融协同更大力度 提振消费的通知》，提出3方面11条政策措施，包括深化商务和金融系统协作、加大消费重点领域金融 支持、扩大政金企对接合作。 开源证券表示，线下零售企业持续推进调改，从卖"货"到卖"服务和体验"，发挥线下优势结合多维异业 布局拓展，吸引流量回归；线上跨境电商企业有望随降息通道进入需求改善阶段，叠加AI智能化布局 优势，有望进一步提升市场份额。看好顺应趋势变革探索的线下零售企业和AI赋能跨境电商龙头。 （文章来源：21世纪经济报道） ...

Group 1 - The aerospace ETF (159227) has increased by 1.27% with a trading volume of 246 million yuan, leading its category [1] - Several A-share companies have recently been included in the "commercial aerospace" concept pool, indicating the broad reach of the industry [1] - Huafu Securities predicts significant growth in both domestic and foreign demand due to multiple catalysts, including the nearing "14th Five-Year Plan" and the "Centenary of the Army" goals, emphasizing the importance of military industry development [1] Group 2 - The commercial aerospace sector has shown outstanding performance, driven by recent catalysts such as the National Space Administration's action plan for high-quality and safe development of commercial aerospace [1] - The aerospace ETF (159227) tracks the Guozheng Aerospace Index and is deeply invested in the aerospace industry chain, selecting leading companies in the military industry [1] - Investors can access high-threshold industries through this product, benefiting from both policy dividends and technological upgrades [1]

Core Viewpoint - Beiqi Blue Valley (600733.SH) plans to raise funds through a private placement of shares to provide a loan of up to 600 million yuan to its subsidiary, Beiqi New Energy, for the development of new energy vehicle models and AI intelligent platform projects [1] Group 1: Fundraising and Loan Details - The company intends to use the raised funds specifically for investment projects, ensuring that the loan does not affect the intended use of the raised funds [1] - The loan will be provided to Beiqi New Energy, in which the company holds a total direct and indirect stake of 71.70% [1] - The loan's interest rate will be based on the current bank loan rates applicable to Beiqi New Energy [1] Group 2: Project Implementation - The loan will be available until the completion of the project implementation [1] - The funds will be deposited into a dedicated account for the purpose of the investment projects [1]