Funding and Investment - Looki, an AI hardware company, has completed over $20 million in Series A funding, led by Ant Group, with participation from Meituan Longzhu, Huaden, and others. The funds will be used for technology upgrades, supply chain integration, and next-generation interactive hardware exploration [3] - Deep Blue Automotive announced a C round financing of 6.122 billion RMB, with investors including China Merchants Bank and Changan Automobile. The company focuses on pure electric, range-extended, and hydrogen energy technologies, having delivered over 700,000 vehicles globally [5] - RayNeo, a consumer AR brand, has secured over 1 billion RMB in a new funding round, led by China Mobile Chain Long Fund and CITIC Jinshi. The company is known for its full-color Micro LED AR glasses [7] Company Developments - xTool, a consumer-grade laser tool brand, has submitted its IPO application to the Hong Kong Stock Exchange, aiming to become the first publicly listed company in the consumer-grade laser engraving machine sector [9] - Yao Mazi, a leading brand in the pepper oil market, has had its IPO application accepted by the Beijing Stock Exchange. The company holds a 30% market share in China's pepper oil market as of 2024 [12] Manufacturing and Production - Swire Coca-Cola has commenced construction on a green smart production base in Hainan, with new factories in Suzhou and the Greater Bay Area set to begin operations in the first half of 2026 [14] Corporate Governance - Salvatore Ferragamo Group's major shareholder, Ferragamo Finanziaria S.p.A., announced it will not renew its shareholder agreement with MHL-Majestic Honor Limited after June 29, 2026, aiming to regain full voting rights [17] - New Balance's Senior Vice President Melissa Worth will end her seven-year tenure, during which the company experienced significant growth. The search for her successor is ongoing [22] - Chip Wilson, founder of lululemon, is attempting to restructure the board of directors, citing a lack of visionary leadership. He has nominated three candidates for board positions amid declining stock prices and sales growth challenges [25]

Core Insights - The article highlights the significant advancements in the robotics industry, particularly focusing on humanoid robots and the materials that support their development [4][7][16]. - The upcoming FINE 2026 expo in Shanghai is positioned as a strategic platform for showcasing innovations in new materials that will drive future industries [2][25]. Humanoid Robots - Humanoid robots rely on three core technology modules: environmental perception, motion control, and human-computer interaction [8]. - China has made substantial progress in the production of core components for humanoid robots, achieving breakthroughs in domestic manufacturing capabilities [12]. Key Exhibitors at CES 2026 - The article lists 20 Chinese companies showcasing their humanoid robots at CES 2026, with notable mentions including Unitree, AgiBot, and UBTECH, highlighting their unique features and market positions [13]. - The presence of 34 humanoid robot companies at CES 2026 indicates a strong competitive landscape, with Chinese firms accounting for 58.8% of the exhibitors [4][7]. Material Innovations - Key materials driving the evolution of humanoid robots include titanium alloys, PEEK, flexible electronics, and advanced battery technologies, each contributing to weight reduction, durability, and performance [18]. - The use of titanium alloys and magnesium-aluminum alloys addresses the challenges of weight and load capacity, with titanium achieving a 40% weight reduction and a threefold increase in lifespan through advanced manufacturing techniques [18]. Future Industry Landscape - The FINE 2026 expo is set to feature various exhibitions focused on advanced semiconductors, lightweight materials, and energy solutions, emphasizing China's role in global material innovation [19][25]. - The article suggests that the advancements in materials are crucial for the commercialization of robotics and the broader transformation of future industries [16][18].

Core Viewpoint - The news highlights the cautious approach of ByteDance regarding its "Doubao AI Glasses," which are set to enter the shipping phase with a planned quantity of 100,000 units and a starting price below 2,000 yuan, although there are conflicting reports about sales plans and product details [1][2]. Group 1: Product Development and Strategy - ByteDance's "Doubao AI Glasses" are developed in collaboration with Longqi Technology, with the latter responsible for the underlying UI and ByteDance for the app development [2]. - The first generation of Doubao AI Glasses is primarily aimed at Doubao's loyal users and is not intended for public sale [2]. - The second generation of Doubao AI Glasses is currently in development, with no mass production yet, and the decision on whether to open sales to ordinary consumers will take months to determine [2]. Group 2: Technology and Market Positioning - The glasses utilize the Qualcomm AR1 chip instead of the previously rumored Hengxuan 2800 chip with an external ISP chip [2]. - ByteDance's focus is not solely on the hardware but on establishing a new interactive entry point that integrates terminals, models, and ecosystems [1][2]. - The company aims to transition AI from passive responses to proactive services through visual recognition, spatial awareness, and contextual understanding, positioning Doubao AI as a default option for human-computer interaction in the AI era [2]. Group 3: Competitive Landscape - The competitive landscape for AI hardware is intensifying, with major companies like Meta, Apple, Huawei, Xiaomi, Baidu, and Alibaba entering the market, offering a variety of products from audio glasses to AR headsets [2]. - IDC forecasts that the shipment volume of smart glasses in China will reach 2.9 million units by 2025, representing a year-on-year growth of over 120% [2].

1、商务部：禁止所有两用物项对日本军事用户、军事用途，以及一切有助于提升日本军事实力的其他 最终用户用途出口 根据《中华人民共和国出口管制法》等法律法规有关规定，为维护国家安全和利益、履行防扩散等 国际义务，决定加强两用物项对日本出口管制。现将有关事项公告如下：禁止所有两用物项对日本军事 用户、军事用途，以及一切有助于提升日本军事实力的其他最终用户用途出口。任何国家和地区的组织 和个人，违反上述规定，将原产于中华人民共和国的相关两用物项转移或提供给日本的组织和个人，将 依法追究法律责任。本公告自公布之日起正式实施。 2、上证指数创史上最长连阳纪录 1月6日，上证指数再度收出阳线，实现日线13连阳。值得注意的是，在今天再度收出阳线后，上证 指数已创出史上最长连阳纪录。 3、"无意开战" 内塔尼亚胡据悉通过普京向伊朗传递信息 据以色列公共广播公司报道，外交消息人士透露，以色列总理内塔尼亚胡向伊朗传达了这样一个信 息：以色列目前无意使局势进一步恶化，也不打算攻击伊朗。该消息是在最近几周通过俄罗斯总统普京 传达的。据报道，内塔尼亚胡与普京多次通电话。报道还指出，以色列方面担心伊朗误判形势，认为以 色列可能即将发动攻击 ...

Core Viewpoint - ByteDance's "Doubao" AI glasses are set to enter the shipping phase, but the company has denied any sales plans, indicating a strategic wait for the right timing to launch hardware products [1][2]. Group 1: Product Development and Strategy - The AI glasses are reported to weigh less than 50 grams and will support collaboration with the Doubao App, with a starting price expected to be under 2000 yuan [1]. - The product development has been in collaboration with Longqi Technology, with the R&D taking place at Longqi's factory in Huizhou and mass production at its Nanchang facility [1]. - The product will be released in phases, with a non-display version expected in Q1 2025 and a display version anticipated in Q4 2025 [1]. Group 2: Market Context and Competitive Landscape - The AI glasses market is becoming a key battleground for major companies, with competitors like Alibaba, Baidu, and Xiaomi also launching their own AI glasses [3]. - The global shipment of smart glasses saw a 110% year-on-year increase in the first half of 2025, with AI glasses accounting for 78% of the total shipments [3]. - The AI glasses market is projected to reach a scale of hundreds of billions, indicating a significant upgrade in smart wearable devices and a competitive struggle for distribution power [3]. Group 3: Strategic Implications - ByteDance aims to create a distribution network around the Doubao App rather than focusing solely on hardware sales, positioning itself to control AI distribution rights [2][4]. - The company has a natural advantage in transitioning from a service entry point to a scene entry point due to its strong content distribution capabilities [4]. - The success of ByteDance's hardware strategy will depend on the quality of the AI experience and whether it can create a compelling user need [4].

银行板块走低，银行AH优选ETF跌2.22%。标普生物科技ETF和纳指生物科技ETF分别跌2%和 1.6%。CPO板块回调，通信ETF、5GETF分别跌1.5%和1.1%。 （责任编辑：郭健东 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com A股三大指数早盘涨跌不一，截至午盘，沪指涨1.14%，突破前高，再创10年来新高，深成指涨 0.81%，创业板指跌0.04%，北证50指数涨0.86%，沪深京三市半日成交额17961亿元，较上日放量1472 亿元。全市场超3600只个股上涨。板块题材上，脑机接口、化学化工、有色金属、保险、证券、半导 体、光伏设备板块涨幅居前；CPO、铜缆高速连接等AI硬件股表现落后。 ETF方面，金融股全线上攻，香港证券ETF易方达、广发基金港股通非银ETF分别涨4.46%、 3.97%。有色板块继续狂欢，有色矿业ETF招商、万家基金工业有色ETF分别涨4.43%和4.42%。半 ...

三大指数早盘涨跌不一，截至午盘，沪指涨1.14%，深成指涨0.81%，创业板指跌0.04%，北证50指数涨 0.86%，沪深京三市半日成交额17961亿元，较上日放量1472亿元。全市场超3600只个股上涨。板块题 材上，脑机接口、化学化工、有色金属、保险、证券、半导体、光伏设备板块涨幅居前；CPO、铜缆高 速连接等AI硬件股表现落后。盘面上，脑机接口板块再度爆发，三博脑科、伟思医疗、南京熊猫、国 际医学、爱朋医疗等近20股涨停。保险板块延续强势，新华保险、中国太保再创新高。有色金属板块同 样表现强劲，紫金矿业A股总市值突破1万亿元并创出历史新高。化工板块不断上扬，氯碱化工、中泰 化学、金浦钛业、澄星股份等多股涨停。此外，半导体、光伏设备、网约车等板块盘中均有所表现。另 一方面，CPO、铜缆高速连接等算力硬件股盘中走低，汇绿生态一度逼近跌停，中际旭创、新易盛、剑 桥科技等股下挫。 ...

Core Viewpoint - ByteDance is adopting a cautious approach in its AI hardware strategy, particularly with the launch of its AI glasses, which are primarily targeted at a niche user base rather than the general public [1] Group 1: Product Strategy - The first generation of ByteDance's AI glasses, known as Doubao AI, has a planned production quantity of approximately 100,000 units [1] - These glasses are aimed specifically at experienced Doubao users and are not intended for public sale [1] - The second generation of Doubao AI glasses is currently in development and has not yet entered mass production [1] Group 2: Market Positioning - The decision on whether the second generation of AI glasses will be available for general consumers remains undecided and is expected to take several months for confirmation [1] - The core hardware of the Doubao AI glasses utilizes the Qualcomm AR1 chip, contrary to earlier market speculation regarding the use of the Hengxuan 2800 chip with an external ISP chip [1]

Group 1 - iMoutai ranks first in the shopping category on the Apple Store, indicating strong consumer demand for its products, particularly among high-end Apple users [1] - Global gold and silver prices have risen while oil prices have fallen due to the arrest of Maduro, with Venezuela's oil production potentially increasing as the U.S. has the necessary refining experience [1] - Venezuela's current oil production is about one-fifth of its peak, and if production returns to peak levels, GDP per capita could exceed $10,000 [1] Group 2 - Century Huatong announced a share buyback plan of 300-600 million for employee stock ownership, leading to a significant increase in stock price [2] - Salt Lake Co. forecasts an 85% year-on-year increase, resulting in a stock price surge [3] - Kuaishou's stock price has risen significantly, benefiting from the AI hardware market, while software also sees some gains [5] - Insurance stocks have surged, with Ping An rising by 6%, as many consumers shift to insurance products following a decrease in deposit profits [5]

机器人板块今日低开高走，迎来2026年"开门红"。指数层面，国证机器人产业指数上涨1.2%，中证智能电动汽车指数上涨2.5%，中证消费电子主题指数上 涨3.4%，中证物联网主题指数上涨3.5%，资金加仓力度不减，机器人ETF易方达（159530）全天净申购超2亿份。Wind数据显示，该ETF此前已连续8个交易 日获资金净流入，合计近15亿元。 摩根士丹利分析师表示，人形机器人行业过去一年实现里程碑式进步，从产品开发进入初步商业化探索。2026年中国人形机器人可出货1.4万台，未来数年 将逐年翻倍增长，2034年突破百万台，15年后有望追赶中国乘用车市场规模，年销量达到3000万台。 物联网 ETF易 广 Hostell 易门公 ( 跟踪中证智能电动汽车指数 该指数聚焦的智能电动汽 �日 车有望成为具身智能落地 的代表性方向之一,覆盖 动力系统、感知系统、决 策系统、执行系统、通讯 系统、整车生产等产业链 环节。 该指数涨跌 2.5% 消费电子ETF易方达 德 跟踪中证消费电子主题指数 该指数聚焦的AI硬件是目前 主要的智能终端品类,由业 务涉及元器件生产、整机品 牌设计及生产等消费电子相 关公司股票组成。 � ...