消息面上，近日，万咖壹联旗下智能营销平台玩咖欢聚正式通过Apple官方审核，成为大中华区为数不 多获得AppleAds官方合作伙伴认证的技术型服务商。此次认证直接加固了万咖壹联的生态壁垒，让其 成为全球市场中唯一同时获得苹果官方认可、且深度绑定华为HarmonyOS及四大Android厂商的技术中 台，这使万咖壹联在移动生态中展现出了强大的统治力。 盈立证券发布研报称，万咖壹联是中国领先的移动互联网AI营销科技公司，是游戏分发与移动广告领 域的"隐形冠军"及生态核心服务商。该行指出，公司全球化战略成效显著，2025年上半年海外收入同比 激增439.1%，达4190万元，预计下半年增长幅度会更大。公司计划未来3-4年内将海外收入占比提升至 30%左右，成为公司核心增长引擎。此外，公司将AI手机视为未来5-10年的机遇，正在进行前瞻性技术 储备。 万咖壹联(01762)尾盘涨超13%，截至发稿，涨12%，报0.84港元，成交额2415.81万港元。 ...

盈立证券发布研报称，万咖壹联是中国领先的移动互联网AI营销科技公司，是游戏分发与移动广告领 域的"隐形冠军"及生态核心服务商。该行指出，公司全球化战略成效显著，2025年上半年海外收入同比 激增439.1%，达4190万元，预计下半年增长幅度会更大。公司计划未来3-4年内将海外收入占比提升至 30%左右，成为公司核心增长引擎。此外，公司将AI手机视为未来5-10年的机遇，正在进行前瞻性技术 储备。 智通财经APP获悉，万咖壹联(01762)尾盘涨超13%，截至发稿，涨12%，报0.84港元，成交额2415.81万 港元。 消息面上，近日，万咖壹联旗下智能营销平台玩咖欢聚正式通过Apple官方审核，成为大中华区为数不 多获得AppleAds官方合作伙伴认证的技术型服务商。此次认证直接加固了万咖壹联的生态壁垒，让其 成为全球市场中唯一同时获得苹果官方认可、且深度绑定华为HarmonyOS及四大Android厂商的技术中 台，这使万咖壹联在移动生态中展现出了强大的统治力。 ...

Core Viewpoint - OPPO's ultimate goal is to develop an AI operating system (AIOS), which is a primary reason for moving away from the Doubao phone collaboration [1][2]. Group 1: OPPO's Strategy and AIOS Development - OPPO maintains a flexible stance regarding collaboration with Doubao, indicating that the decision is based on finding suitable opportunities rather than outright rejection [2]. - The focus is on a user-centric approach, emphasizing the importance of user experience in the development of AI technologies [3]. - OPPO's AI strategy is characterized by the integration of various AI functionalities into a cohesive system, referred to as "Agent to Agent," which aims to enhance user interaction and data privacy [4][5]. Group 2: Collaboration and Technological Framework - OPPO is collaborating with Alipay to establish a standardized framework for sharing user context securely, known as the "Agent Matrix protocol" [10]. - The choice of the Agent to Agent model over GUI Agent is driven by the need for stability and quality assurance, given OPPO's large user base of over 750 million monthly active users [5][9]. - OPPO's approach is to be agile, allowing for rapid adaptation to new technologies while ensuring quality and user satisfaction [6][19]. Group 3: User Experience and Memory Function - The "Memory Symbiosis Engine" is a key technology that enables OPPO to provide personalized services while ensuring user privacy [15]. - OPPO aims to evolve its AI capabilities gradually, focusing on user needs and pain points, with features like automatic bookkeeping and collection being introduced in future updates [16][18]. - The goal is to transform the user experience from occasional AI assistance to a more integrated and continuous support system throughout the user's journey with the device [17]. Group 4: Market Position and Future Outlook - OPPO recognizes the importance of understanding user needs and adapting to market changes, emphasizing that the success of AI phones will depend on their ability to meet evolving consumer expectations [21][22]. - The company is committed to making AI a more integral part of daily user interactions, with ongoing improvements to features that enhance usability and provide tangible benefits [22].

1月5日，同兴达盘中上涨2.63%，截至13:20，报14.44元/股，成交5606.61万元，换手率1.58%，总市值 47.30亿元。 资金流向方面，主力资金净流出25.07万元，特大单买入0.00元，占比0.00%，卖出113.68万元，占比 2.03%；大单买入849.89万元，占比15.16%，卖出761.27万元，占比13.58%。 同兴达今年以来股价涨2.63%，近5个交易日涨0.35%，近20日跌1.50%，近60日跌1.23%。 资料显示，深圳同兴达科技股份有限公司位于广东省深圳市龙华区观湖街道鹭湖社区澜清一路3号荣超 新时代广场B座18-21层，成立日期2004年4月30日，上市日期2017年1月25日，公司主营业务涉及从事 LCD、OLED液晶显示模组、光学摄像头模组及半导体先进封测的研发、设计、生产和销售。主营业务 收入构成为：液晶显示模组59.55%，摄像类产品35.95%，其他4.49%。 同兴达所属申万行业为：电子-光学光电子-面板。所属概念板块包括：TOF概念、荣耀概念、AI手机、 智能穿戴、Chiplet概念等。 截至9月30日，同兴达股东户数3.47万，较上期减少10.66 ...

Core Viewpoint - The stock price of DiAo Microelectronics has shown a slight increase of 2.02% this year, but has experienced declines over various trading periods, indicating potential volatility in the stock performance [2]. Group 1: Stock Performance - As of January 5, DiAo Microelectronics' stock price is 23.27 CNY per share, with a market capitalization of 5.759 billion CNY [1]. - The stock has decreased by 1.73% over the last 5 trading days, 3.32% over the last 20 days, and 13.62% over the last 60 days [2]. - The trading volume on January 5 was 18.1714 million CNY, with a turnover rate of 0.41% [1]. Group 2: Financial Performance - For the period from January to September 2025, DiAo Microelectronics achieved a revenue of 457 million CNY, representing a year-on-year growth of 11.41% [2]. - The net profit attributable to the parent company was -24.2819 million CNY, reflecting a significant year-on-year decrease of 232.46% [2]. Group 3: Company Overview - DiAo Microelectronics, established on February 5, 2010, is located in Shanghai and specializes in the research, design, and sales of high-performance analog chips [2]. - The company's main business revenue is composed of power management (51.58%) and signal chain (48.42%) [2]. - The company is classified under the semiconductor design sector and is associated with concepts such as AI smartphones, wireless earphones, small-cap stocks, automotive chips, and Xiaomi concepts [2]. Group 4: Shareholder Information - As of September 30, the number of shareholders for DiAo Microelectronics was 16,000, an increase of 3.00% from the previous period [2]. - The average circulating shares per person increased by 1.32% to 11,955 shares [2]. Group 5: Dividend Information - DiAo Microelectronics has distributed a total of 153 million CNY in dividends since its A-share listing [3].

本文来自微信公众号： 字母PRO ，作者：薛亚萍，题图来自：视觉中国 乔布斯重新定义智能手机，罗永浩重新定义7点。 以下文章来源于字母PRO ，作者薛亚萍 字母PRO . 了解互联网巨头们的一切。 在一片调侃声中，罗永浩比预期晚了48分钟，站在年度科技分享大会的舞台上。虽未如期而至，但 欢呼依旧，直播间人数冲至70万。当晚仅抖音平台，就有950万人看过罗永浩直播。 不过，外界对这场大会的"科技含量"不乏质疑。观众期待罗永浩高调回归带来的是重磅级的AI产 品，但是在他们看来，这些产品较为常规。连他自己的"且听"，也被弹幕刷屏"罗永浩的自嗨"。 在外界看来，整场大会除了没有挂上小黄车外，和直播带货并无太大差异。此外，活动中失误频发， 除了延迟，PPT内容多次出错。连罗永浩也承认，这是少有的中途退场最多的一次活动。 更多的还有遗憾。开始之前，外界期待罗永浩能够谈及科技圈热门项目——字节豆包手机，但罗永浩 并未涉及，对于细红线的最新进展，也没有讲述更多。 但是这场大会依然赚足了关注。当晚，罗永浩承诺，门票免费，全部退还；约166万门票收益捐给香 港大埔，由罗永浩公司承担；约300万元盲盒收入捐给科技行业；本次活动的收 ...

30日，A股三大指数早盘低开，盘中均震荡上行多次翻红。Wind数据显示，截至收盘，上证指数微跌， 报3965.12点；深证成指涨0.49%，创业板指涨0.63%。 板块方面，人形机器人概念股午后爆发，数字货币、AI手机、短剧游戏题材表现活跃。光伏产业链回 撤，海南自贸区、离境退税、商业航天概念股出现调整。 全市交易额2.16万亿，逾3400只个股下跌。 | 14 | | w A股 | | | Q | | --- | --- | --- | --- | --- | --- | | A股 | 港股 美股 | 全球 | 商品 | 汁 三 外汇 | | | 已为您生成昨日市场智评 | | | | 查看 | | | 内地股票 它 | | | | | | | 行情 | | 资金净流入 | | 涨跌分布 | | | 上证指数 | | 深证成指 | | 科创综指 | | | 3965.12 | | 13604.07 | | 1642.58 | | | -0.16 0.00% | | +66.97 +0.49% | | +4.50 +0.27% | | | 万得全A | | 创业板指 | | 北证50 | | | 6421.0 ...

12月30日，沪指全天窄幅震荡，深证成指、创业板指午后震荡走强。截至收盘，沪指微跌，深成指涨0.49%，创业板指涨0.63%。 | 代码 | 名称 | 涨幅+ | 现价 | | --- | --- | --- | --- | | 301123 | 奕东电子 | +11.17% | 79.50 | | 300322 | 硕贝德 | +10.71% | 27.29 | | 301252 | 同星科技 | +10.34% | 33.29 | | 688668 | 鼎通科技 | +10.28% | 129.61 | | 600506 | 统一股份 | +10.01% | 29.12 | | 002527 | 新时达 | +10.01% | 17.15 | | 002020 | 三花智控 | +9.99% | 52.50 | | 600271 | 航天信息 | +9.96% | 11.59 | | 601689 | 拓普集团 | +8.24% | 77.88 | | 920491 | 與迪威 | +6.61% | 31.13 | | 002203 | 海亮股份 | +5.41% | 13.25 | | 300990 | ...

Core Viewpoint - The article discusses the performance of the stock market on December 30, highlighting a mixed trading day with the Shanghai Composite Index slightly down while the Shenzhen Component and ChiNext indices showed gains. The article emphasizes the surge in humanoid robot concept stocks and the active performance of sectors like digital currency, AI smartphones, and short drama games, while noting a pullback in the photovoltaic industry chain [3][4]. Market Performance - The Shanghai Composite Index closed at 3965.12, down 0.16% [4] - The Shenzhen Component Index rose by 0.49% to 13604.07 [4] - The ChiNext Index increased by 0.63% to 3242.90 [4] Sector Highlights - Humanoid robot concept stocks experienced a collective surge, with over ten stocks hitting the daily limit up, including: - Buke Co., Ltd. (+20.00% to 145.99) - Haichang New Materials (+19.98% to 30.98) - Wu Zhi Electromechanical (+18.59% to 63.80) [5][6] - The liquid cooling server concept also saw gains, with stocks like Unified Co. and New Times hitting the daily limit up [5][7]. Capital Flow - Main capital inflows were observed in sectors such as general equipment, automotive, and home appliances, while there were outflows from telecommunications, batteries, and photovoltaic equipment [9]. - Notable net inflows included: - Sanhua Intelligent Controls: 2.786 billion - N Qiang Yi: 1.824 billion - Shanzi Gaoke: 1.538 billion [9]. - Significant net outflows were recorded for: - Goldwind Technology: 2.871 billion - Aerospace Development: 2.377 billion - China Satellite: 2.006 billion [9]. Institutional Perspectives - Guotai Junan expressed that the upcoming cross-year market trend presents a good opportunity for positioning during adjustments [10]. - Qianhai Bourbon Fund noted that the market is expected to reverse as anticipated, with indices likely to reach new highs [11]. - Pacific Securities predicted that the cross-year market will start with a broad rally, with the volatility of major stock index options remaining low, suggesting a steeper upward trend ahead [12].

智能手机行业正陷入一场无声的"三线战争"，中端贴身肉搏、高端双雄封锁、AI深水突围。真正的战役，分秒 未停。 如果要为2025年的中国智能手机行业选一个关键词，"惊变"或许太过戏剧，但"断裂"却恰如其分。 这一年，行业呈现出一种近乎分裂的双轨叙事。一边是主流厂商份额剧烈洗牌，中低端市场厮杀到寸土必争；另一边，则 是6000元以上高端市场被苹果与华为牢牢握在手中，双寡头垄断格局坚不可摧，几乎看不到裂缝。 与此同时，一股由大模型与跨界玩家掀起的"软势力"正在叩门。手机不再只是硬件堆砌的战场，更成为AI能力落地、生态 联动与场景定义的新终端。行业站在了一个前所未有的十字路口，旧秩序尚未瓦解，新逻辑已然萌芽。 Part.1 双轨困局 高端市场铁板一块，中端陷入缠斗泥潭 IDC 2025年三季度数据显示，中国智能手机市场前五座次出现显著变动，vivo以17.2%的份额蝉联榜首，但出货同比降 7.8%；Apple以15.8%紧随其后，出货同比微增0.6%；华为凭借15.2%的份额稳居第三，出货同比小幅下滑1.0%；小米和 OPPO分别以14.7%和14.5%位列第四、第五。 | | | 2025年第三季度,中国前五大智能 ...