1月16日，苹果官网常驻的"以旧换新"优惠活动范围迎来调整，除MacBook、iPhone、iPad等自家产品以外，华为、小米、OPPO、vivo等国产品牌也被纳入 折抵范围。 需要提醒的是，折抵金额报价仅为预估价，实际折抵金额可能低于预估价值，具体金额取决于设备的状况、配置、推出年份，以及发售国家或地区。年满18 周岁及以上者才可参与活动。现有设备的折抵金额可用于折抵购买新的苹果设备。 调研机构IDC咨询最新发布的《全球季度手机跟踪报告》初步数据显示，2025年全年，中国智能手机市场总出货量约2.85亿台，同比下降0.6%。 华为以4670万台的出货量登顶中国市场榜首，同比微降1.9%，市场份额为16.4%；苹果以4620万台的出货量位居第二，同比上涨4%，市场份额16.2%；vivo 出货量4610万台，较去年下降6.6%，与苹果并列第二名。小米出货量约4380万台，较去年增长4.3%，市场份额15.4%，排名第四；OPPO出货量4340万台， 较去年增长2.1%，市场份额15.2%，排名第五。 苹果"Trade in"活动界面显示，Huawei Mate 70 Pro+最高可抵2750元，Huawei ...

这背后是一个快速膨胀的市场： 中国已成为中亚最大的贸易伙伴 。2017年至2024年期间，中 国与中亚国家贸易额达607亿美元，增长1.5倍。2024年中国对中亚的直接投资和贷款总额超过 240亿美元，在中亚国家的中企数量已超过9000家。 记者丨董静怡 编辑丨骆一帆 "一到阿拉木图，很快就能看到很多中国品牌，从汽车品牌，到家电、电子产品、手机品牌等 等。"Yandex Ads亚太区总经理尤苏京（Sergey Ustinov）向21世纪经济报道记者表示，"中国 品牌在哈萨克斯坦消费者的心里，已经是一个比较高的位置。" 作为中亚最大经济体，哈萨克斯坦正崛起成为中国企业海外增长的核心枢纽 ，同时也是俄罗 斯境内最大搜索引擎Yandex在俄罗斯以外的第二大战略市场。 "哈萨克斯坦是比较年轻的市场，95%的人口有智能手机，这种年轻市场是所有的企业，特别 是互联网公司非常看重的，因为年轻市场将来是最有潜力的。"尤苏京指出。 （当地城市街道，21记者拍摄） 中国品牌扎根 走进阿拉木图，恍惚间会有种走进中国某个北方工业城市的错觉。街道不算宽阔，朴素的苏式 楼宇间，偶尔能看见一座现代化的玻璃幕墙大楼拔地而起。 在这沉稳甚至有 ...

【贾国龙回应西贝闭店传闻：关闭102家门店，储值可退可用于其他门店】近日，网传西贝在会议中称将一次性关闭全国102家门店，占门店总数的30%。 1月15日，西贝餐饮创始人贾国龙发布微信朋友圈，确认"关闭102家门店"传闻，并表示不得不离职的员工工资一分钱不会差。顾客储值卡可用于其他门店 或者退卡。接了年夜饭的门店"再坚持一个月，接完最后一餐再关"。贾国龙称接下来"我们会继续拼，争取活下来。我本人没有西贝之外的任何资产，没 有国外资产，这些年只有北京一套房，呼和浩特的房子是租的"，"只要我还在这儿，就和西贝在一起，和每一位顾客在一起！"（智通财经） 【美团也要卖车了】继京东之后，又一互联网平台美团切入汽车销售领域。 2026年1月15日，上海喜车未来智能科技有限公司与美团在上海签署战略合作 协议。双方将整合汽车产业与本地生活服务优势，共同构建"买车用车+本地生活"一站式服务平台。（第一财经） 【霸王茶姬及创始人起诉网友，公司回应】1月15日，北京互联网法院公告送达霸王茶姬关联公司北京茶姬餐饮管理有限公司及创始人张俊杰诉赵某网络 侵权责任纠纷案件材料，案件定于3月3日开庭审理。霸王茶姬证实此次维权旨在反击涉及创始 ...

Core Viewpoint - The "Guangdong Goods Going Global" spring campaign represents a collaborative effort among the government, platforms, and enterprises to transform the industrial ecosystem, moving beyond mere product sales to showcase Guangdong's manufacturing innovation and competitiveness [1][2][3] Government Role - The event is supported by six government departments, indicating a shift from merely promoting products to acting as industrial planners, aiming to elevate Guangdong manufacturing through coordinated promotional activities [1] - The campaign will span an entire season, featuring weekly promotional events and 18 series of activities around key consumption periods, demonstrating the government's proactive role in enhancing the industrial landscape [1] Platform Support - The campaign introduces an innovative "live demonstration zone," utilizing major e-commerce platforms like Taobao, JD.com, Douyin, and Pinduoduo to showcase Guangdong products and provide targeted promotional information [2] - This model combines live presentations, immediate experiences, and online sales, creating a synergistic effect that boosts short-term sales and establishes long-term consumer recognition of Guangdong products [2] Enterprise Participation - Over 6,000 enterprises are participating, driven by the desire to expand market reach and revenue, while showcasing innovative products such as AI appliances and energy-efficient devices [2] - The transition from "Guangdong manufacturing" to "Guangdong intelligent manufacturing" is highlighted, with products gaining global recognition due to their technological advancements and superior user experiences [2] Overall Significance - The "Guangdong Goods Going Global" initiative is a comprehensive system involving collaboration among government, platforms, and enterprises, aimed at promoting Guangdong products as intelligent, green, and open to the world [3] - This initiative is positioned as a crucial pathway for Guangdong manufacturing to achieve high-quality development and establish itself as a global leader in intelligent manufacturing [3]

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【 特朗普：暂缓对伊朗动武决定 】 当地时间15日，美国白宫新闻秘书莱维特表示，特朗普及其团队正在密切关注伊朗局势，并保留所有选项。莱 维特称，特朗普与以色列总理内塔尼亚胡进行了通话，但她不会在未经总统本人明确批准的情况下透露二者谈 话细节。 同日，央视记者获悉，特朗普暂缓决定是否对伊朗发动军事打击。多名美国、以色列及阿拉伯国家消息人士 称，军事选项仍在桌面上，但不确定性明显上升。 顾问团队向特朗普表示，若实施大规模打击，美国需要在中东地区部署更多军事力量，不仅用于发动攻击，还 要在伊朗可能报复的情况下，保护驻中东美军以及包括以色列在内的盟友。 【OpenAI发力机器人与AI设备，被爆寻找美国供应商】 据美东时间15日周四的报道，OpenAI正寻找美国本土的硬件供应商，为其计划中的消费设备、机器人和云数 据中心扩张寻找合作伙伴。公司已向在美制造的硬件厂商发出提案请求（RFP），涵盖芯片、电机、包装材料 及数据中心冷却设备等组件。 此举正值OpenAI加速进军硬件领域之际。2025年5月，OpenAI宣布收购"iP ...

在熊奕看来，从表现亮眼的港股与A股，到国际市场热烈讨论的"中国竞争力"，都印证了这一变化。中 国的创新能力和在国际经贸体系中的竞争力，在过去一年获得了重新评估，并将成为中国经济未来发展 源源不断的动力。 站在"十五五"开局之际，熊奕着眼于中国经济长期的结构性变化，从供给、需求和货币三个维度阐述其 对于上述问题的思考。 创新能力和经贸竞争力获重估 从供给端来看，熊奕表示，中国的创新能力和在国际经贸体系中的竞争力，在过去一年中获得了重新评 估。 一方面，当前高质量人才储备建设是中国经济供给侧日益增长的竞争优势之一。"中国每年培养的工程 师数量在全球遥遥领先，在顶尖AI研究专家中，近半数本科毕业于中国高校。这些人力资本的深厚积 累，是中国创新能力持续增强的根本。"熊奕说。 竞争力不止来自人才，完整的市场生态和供应链体系同样关键。熊奕以中国智能手机行业的崛起为例表 示，得益于安卓系统的开放契机，大量企业依托中国庞大市场、快速迭代的消费需求和完善供应链展开 充分竞争，加速了知识流动与行业水平提升，最终使中国从行业追赶者成长为全球领先者之一。 熊奕表示，"大量顶尖人才""充分竞争的企业群体""超大且快速迭代的市场""高效 ...

据投资机构分析，12GB LPDDR5X内存模块成本已从2025年初的25-29美元大幅上涨至约70美元，涨幅 高达230%。花旗、美国银行和摩根大通一致认为，即便强如苹果的供应链控制力，在此次全行业内存 供应危机中作用也相当有限。 受DRAM和NAND闪存成本持续飙升影响，苹果iPhone 18系列高配机型或将迎来明显涨价。 基础版本或成销售主力 如果大容量iPhone 18机型最终涨价50-100美元，基础版机型则有望成为该系列中最受市场欢迎的选择。 预计基础版将维持原价，为价格敏感型消费者提供更稳妥的购买选项。 苹果已在iPhone 17系列中将起步存储容量提升至256GB，为用户存储应用、游戏和多媒体内容提供了更 充裕的空间。尽管512GB版本在性能与价格之间更具平衡性，但预计256GB机型仍将贡献最高的出货占 比。 值得关注的是，苹果此前已对iPhone 17系列进行过调价，而原本计划跳过该代、等待iPhone 18的消费 者，如今若追求更高配置，则可能需承担更显著的购机成本。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户 ...

人民财讯1月15日电，1月15日晚，iQOO Z11 Turbo正式发布，该机搭载第五代骁龙8旗舰芯与自研电竞 芯片Q2双芯组合，配备2亿像素主摄、7600mAh超薄蓝海大电池，首次在Z系列中采用金属中框+玻璃/ 玻纤后盖的旗舰级材质组合。 ...

Core Viewpoint - The United States is leading the formation of a rare earth alliance to weaken China's dominant position in the global rare earth supply, but it appears to overestimate its influence and appeal [1] Group 1: U.S. and Allies' Efforts - U.S. Treasury Secretary Yellen is rallying G7, EU, Australia, India, and South Korea to reduce dependence on Chinese rare earth minerals, with some countries responding positively, such as Japan [1] - Japan's Finance Minister openly supports the U.S. initiative, indicating a consensus among many nations, while Germany's Finance Minister expresses a different view, stating that the initiative is not aimed at decoupling from China [1][3] - The urgency from the U.S. and Japan is evident, but they struggle to present feasible solutions for reducing reliance on China [1][3] Group 2: Diverging Interests Among Allies - The rare earth alliance faces significant divisions, as countries have differing economic interests and ties with China, making complete decoupling unrealistic [5] - Germany, as Europe's economic engine, has strong connections with China in key industries, leading to a cautious approach towards U.S. calls for decoupling [5] - Australia and South Korea also have deep resource supply ties with China, making their participation in the U.S.-led alliance more about diplomatic gestures than substantial commitments [7] Group 3: China's Competitive Advantage - China has developed a complete rare earth industry chain over decades, achieving scale, cost advantages, and mature technology that other countries cannot replicate in the short term [8] - China's stance is clear: it will use rare earths as a countermeasure if its legitimate rights are harmed, while welcoming cooperation as long as international rules are followed [8] - The reconstruction of the rare earth industry is a complex process requiring significant investment, time, and market adaptation, which the U.S. and its allies are currently not prepared to undertake [8]

Core Insights - The global smartphone market is projected to grow by 4% year-on-year in Q4 2025, driven by seasonal demand recovery and improved inventory management, despite some manufacturers facing rising component costs [1][2] - Apple leads the market with a 25% share, benefiting from strong demand for the iPhone 17 series, achieving record quarterly shipments and maintaining its position as the largest smartphone manufacturer for three consecutive years [1][5] - Samsung ranks second with an 18% market share, primarily due to strong sales of models priced under $300, particularly the Galaxy A17 series [1] - Xiaomi holds the third position with an 11% market share, although it experienced a decline in key markets during Q4 [1][2] - Vivo achieved an 8% market share, bolstered by its leading position in the Indian market, while OPPO returned to growth, re-entering the global top five [1][2] Market Performance - In 2025, global smartphone shipments are expected to increase by 2% year-on-year, reaching 1.25 billion units, reflecting a steady market recovery, although performance varies across regions [2] - The first half of 2025 showed weak performance, while the second half benefited from strong demand in emerging markets and positive responses to flagship model launches [2] Cost Pressures and Strategies - DRAM supply constraints are significantly impacting the smartphone industry, with expectations that this will be a key factor influencing market trends in 2026 [5][7] - Rising semiconductor costs and a slowing replacement cycle are anticipated to affect shipment momentum, prompting manufacturers to optimize configurations and align new product launch strategies with component supply [7] - Manufacturers are increasingly focusing on price control, profitability, and operational efficiency in response to rising cost pressures, with trends indicating consolidation efforts, such as realme's integration into OPPO, to maintain competitiveness [7]