Group 1 - ASUS is reportedly exiting the smartphone market and laying off its mobile division staff, although it will continue to provide maintenance and warranty services for existing products [1] - The company confirmed that there are no plans to launch new smartphone models in 2026, following rumors that it would end its mobile business by late 2025 [1] - The smartphone business has been consistently unprofitable, leading to speculation about ASUS's exit from the market, with the Zenfone 10 potentially being the last model in that series [1] Group 2 - ASUS views smartphones as an entry point for AIoT and important terminals for AI applications, with the latest ROG Phone series set to launch in November 2024 and the Zenfone 12 Ultra in February 2025, focusing on AI features, photography, and high-resolution displays [2]

Hsinchu, Taiwan, Jan. 02, 2026 (GLOBE NEWSWIRE) -- MKDWELL Tech Inc. (NASDAQ: MKDW) (“MKDWELL” or the “Company”), an automotive electronics manufacturer, today announced that it has entered into stock repurchase agreements with certain shareholders, pursuant to which the Company has agreed to repurchase 34,580,000 ordinary shares at a price of US$0.203 per share, for an aggregate purchase price of approximately US$7 million, through a privately negotiated transaction (the “Share Repurchase”). The purchase p ...

Group 1: Market Overview - On December 31, the Hong Kong stock market saw a net inflow of 34.49 billion HKD from northbound funds, with 30.97 billion HKD from the Shanghai Stock Connect and 3.51 billion HKD from the Shenzhen Stock Connect. This marks a record high net inflow of 1.41 trillion HKD for the year, significantly up from approximately 807.9 billion HKD in 2024 [2]. Group 2: Key Stocks - The most net bought stocks by northbound funds included China Merchants Bank (招商银行) with 7.24 billion HKD, Industrial and Commercial Bank of China (工商银行) with 5.88 billion HKD, and China Construction Bank (建设银行) with 5.61 billion HKD [6]. - The most net sold stocks were Zijin Mining (紫金矿业) with a net outflow of 6.82 billion HKD and Tencent (腾讯) with a net outflow of 6.46 billion HKD [7]. Group 3: Sector Performance - The banking sector is expected to benefit from a stable macro-financial environment, with projections indicating that bank interest margins may have bottomed out and risks in the real sector are easing. This is anticipated to lead to income and profit recovery in the banking industry [6]. - Semiconductor stocks, particularly SMIC (中芯国际), received significant net buying, with 3.91 billion HKD, driven by price increases in the 8-inch BCD process platform by approximately 10% [6]. Group 4: Specific Company Insights - Jiangxi Copper (江西铜业) saw a net inflow of 1.58 billion HKD, while Zijin Mining faced a net outflow of 6.82 billion HKD. The National Development and Reform Commission emphasized the need for optimizing the management of the copper smelting industry, which may impact future production levels [7]. - Xiaomi Group (小米集团) received a net inflow of 2.37 billion HKD, supported by government policies promoting consumer electronics [7].

Investment Rating - The report maintains a "Buy" rating for the company [6] Core Insights - The company is a global leader in IoT solutions, focusing on wireless communication modules and solutions, and is well-positioned to benefit from the growth in AI and 5G technologies [6][14] - The global IoT connection numbers are expected to grow significantly, with projections of reaching 2.97 billion connections by 2027, indicating a vast market potential [6][46] - The company has shown strong revenue growth, with a projected increase in EPS to 3.78 and 4.84 yuan for 2025 and 2026, respectively, reflecting a robust business model [6][28] Summary by Sections 1. Technology and Market Position - The company has established itself as a key player in the IoT ecosystem, providing comprehensive solutions that include wireless communication modules, antennas, and IoT software platforms [14][18] - The company has a strong focus on R&D, with multiple research centers globally, enhancing its capability to innovate and meet diverse market needs [15][18] 2. Market Growth and Demand - The demand for IoT modules is driven by the increasing number of connected devices and the integration of AI applications, with a forecasted compound annual growth rate (CAGR) of 19.4% for the global IoT market from 2022 to 2027 [46][50] - The company is well-positioned to capitalize on the growth of AIoT and edge computing, which are expected to drive significant demand for AI-enabled hardware [62][66] 3. Financial Performance - The company's revenue is projected to grow from 112.62 billion yuan in 2021 to 185.94 billion yuan by 2024, with a CAGR of 18.19% [28][30] - In the first three quarters of 2025, the company reported a revenue of 178.77 billion yuan, a year-on-year increase of 34.96%, and a net profit of 7.33 billion yuan, up 105.65% [28][30] 4. R&D and Innovation - The company has consistently increased its R&D expenditure, reaching 13.94 billion yuan in the first three quarters of 2025, which represents 7.80% of its revenue [34][35] - The number of R&D personnel has also grown significantly, indicating a strong commitment to innovation and product development [34][35] 5. Competitive Landscape - The company maintains a leading position in the global IoT module market, with significant market share in both domestic and international markets [59] - Competitors include China Mobile and SIMCom, but the company continues to outperform in terms of innovation and market presence [59]

雷军曾表示："这次直播，我请工程师现场拆车，一边拆车一边聊"。 12月31日，小米创办人、董事长兼CEO雷军发文：实在抱歉，我感冒有点严重，原定跨年的直播只能推 迟到1月3日晚7点。 全文共607字，阅读大约需要2分钟 12月3日10点，小米汽车App现车选购功能开启，12月26日24点前锁单用户，预计年底前可提车。现车 包括全新现车、官方展车、准新车。12月22日，媒体记者查阅小米汽车App发现，"官方展车"已销售完 毕。App显示，不同车型锁定订单后，最短交付周期为12周至15周，最长为35周至38周。 此前，雷军曾宣布将于12月31日晚8点做一场跨年直播。他表示，"前几天我在网上看过一个拆SU7视 频，很多人建议拆拆YU7。这次直播，我请工程师现场拆车，一边拆车一边聊。" 据悉，XIAOMI SU7（小米苏7）是小米汽车旗下的纯电动轿车。2024年3月28日，小米集团召开 XIAOMI SU7上市发布会，同年4月3日，XIAOMI SU7正式交付。10月29日，小米SU7 Ultra量产版亮 相。 XIAOMI YU7（小米御7）是小米汽车首款SUV，属中大型SUV车型，为纯电动多用途乘用车，于2025 ...

Core Viewpoint - The article discusses the emergence of "Hey Tuya," an AI life assistant developed by Tuya Smart, which integrates software and hardware to create a seamless smart home experience, moving beyond simple command responses to proactive engagement in daily life [6][46]. Group 1: AI Life Assistant Features - "Hey Tuya" allows users to control smart home devices through a unified interface, enabling actions like adjusting lighting and temperature with simple voice commands [8][16]. - The assistant can manage home security by providing real-time updates and alerts, such as recognizing delivery personnel through camera feeds [23][24]. - It offers energy management solutions, allowing users to set automated energy-saving strategies for their devices [30][31]. Group 2: User Interaction and Personalization - The AI can create to-do lists and reminders based on natural language conversations, adapting to users' habits and schedules [32][35]. - "Hey Tuya" can simulate a user's voice in meetings, recording discussions and generating structured meeting notes [37][38]. - It provides nutritional analysis of meals through image recognition, helping users track their dietary habits [40][42]. Group 3: Technological Infrastructure - The underlying architecture of "Hey Tuya" is based on Tuya's Physical AI Engine (PAE), which enables real-time collaboration between AI and physical devices [46][47]. - PAE includes three core engines: Conversational AI Engine, Vision AI Engine, and IoT Intelligence Engine, facilitating complex interactions across various environments [50][51]. - The system employs a long-term memory mechanism to learn user preferences and behaviors over time, enhancing its responsiveness [53][54]. Group 4: Company Background and Market Position - Tuya Smart, founded in June 2014, has evolved from a device connectivity platform to a leading AI cloud service provider, focusing on AIoT integration [56][59]. - As of September 30, 2025, Tuya has over 1.622 million registered developers across more than 200 countries, showcasing its extensive global reach [60]. - The company's AIoT ecosystem encompasses over 3,000 product series across eight categories, positioning it as a key player in the smart home and IoT market [61][62].

摩根士丹利发布研报称，中国官方明确2026年"两新"政策的支持范围和补贴标准，智能手机、平板电 脑、智能手表和智能眼镜将继续提供售价15%的折扣，单件最多获500元人民币补贴，而冰箱、洗衣 机、电视、空调、电脑和热水器，单件最多获1,500元人民币补贴。该行认为，新公布的政策对技术硬 件行业是一个积极的催化剂，因为市场预期补贴会减少，而非保持不变。 对于消费电子产品，15%的 补贴仍然利好小米集团-W(01810.HK) 明年的AIoT业务。 小米集团-W港股市值10048.7亿港元，在电子制造行业中排名第1。主要指标见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 投行对该股的评级以买入为主，近90天内共有19家投行给出买入评级，近90天的目标均价为58.12港 元。光大证券最新一份研报给予小米集团-W买入评级。 机构评级详情见下表： ...

大摩提到，2026年的国补政策与2025年相比，在技术硬件产品方面几乎相同，但新增了智能眼镜至补贴 清单。对于消费电子产品，补贴由2025年的20%略微下降至2026年的15%，上限亦从2,000元人民币降至 1,500元人民币。 摩根士丹利发布研报称，中国官方明确2026年"两新"政策的支持范围和补贴标准，智能手机、平板电 脑、智能手表和智能眼镜将继续提供售价15%的折扣，单件最多获500元人民币补贴，而冰箱、洗衣 机、电视、空调、电脑和热水器，单件最多获1,500元人民币补贴。该行认为，新公布的政策对技术硬 件行业是一个积极的催化剂，因为市场预期补贴会减少，而非保持不变。对于消费电子产品，15%的补 贴仍然利好小米集团-W(01810)明年的AIoT业务。 ...

智通财经APP获悉，据港交所12月30日披露，上海龙旗科技股份有限公司(简称：龙旗科技(603341.SH))通过港交所主板 上市聆讯，花旗、海通国际、国泰君安国际为联席保荐人。 招股书显示，龙旗科技是全球领先的智能产品和服务提供商，为全球知名智能产品品牌商和领先的科技企业提供解决方 案-包括产品研究、设计、制造及支持。根据弗若斯特沙利文的资料，以2024年消费电子ODM出货量计，公司是全球第 二大的消费电子ODM厂商，占22.4%的市场份额；以2024年智能手机ODM出货量计，公司是全球最大的智能手机ODM 厂商，占32.6%的市场份额。公司主要于全球消费电子ODM市场开展竞争，该市场属于全球智能产品ODM市场的细分领 域，而全球智能产品ODM市场则为全球智能产品制造业的组成部分。 凭借该成熟的价值链专长，公司构建了涵盖智能手机、AIPC、汽车电子、平板电脑、智能手表╱手环及智能眼镜等的多 样化产品组合。同时，公司业已形成覆盖广泛的核心客群，包括小米、三星电子、联想、荣耀、OPPO、vivo等领先品 牌。这些成就得益于公司约5200名专业人员组成的研发和工程团队，相关人员拥有丰富的多平台和多操作系统产品开发 ...

自2001年创立以来，大华股份（002236.SZ）就笃信：技术是最重要的护城河。从聚焦视频监控领域的行业领跑者，到转型智慧物联的开拓者，大华的每一 步都烙印着技术深耕的印记。上市十六年来，累计研发投入达296.32亿元——这数字背后凝聚了一代代工程师对"做好产品"的执念。 如今，"十五五"规划开启，创新被前所未有地置之于国之大计。无数年轻人渴望登上科技时代的列车，寻找值得托付才华的平台；众多投资人也在浩瀚市场 中，苦苦寻觅那只穿越周期、持续创造价值的"长红股"。 为什么一家中国民营企业能成长为全球视频监控行业的领军者，并成为智慧物联时代以视觉为核心的新质生产力代表？ 大华股份用扎实的技术打磨每一款产品，用长期主义回应每一份信任。作为深耕研发创新的科技型企业，它不追逐风口，却始终站在技术浪潮的前沿；它不 急于被看见，却早已被世界需要。 从"视频监控"到"智慧物联"：一场静默的范式革命 "我们是一家非常有创新精神，但又很务实的公司。" 大华股份高级副总裁、研发中心总裁刘明说这话时，语气平静，却藏着二十余年的技术沉淀。自研究生毕业参加工作，他亲历了公司从硬盘录像机 （DVR）产品成功，到如今智慧物联技术体系全球领 ...