Group 1 - The CES 2026 will take place from January 6 to 9 in Las Vegas, showcasing over 4,500 exhibitors and 140,000 professional attendees, indicating a significant industry focus on AI technology integration and industrialization [1] - Major tech giants such as Siemens, AMD, Lenovo, and Caterpillar will participate in CES 2026, highlighting the event's evolution into a strategic platform for AI-driven hardware and software integration [1][2] - The Chinese AI smart terminal market is projected to reach $20.86 billion by 2030, with AI hardware, smart terminals, robotics, autonomous driving, and XR devices expected to dominate the CES stage in 2026 [1] Group 2 - CES is transforming into a collaborative innovation hub covering the entire industry chain from core chips to smart hardware and application scenarios, driven by AI technology reshaping the value chain [2] - Chinese tech brands are encouraged to leverage CES for global brand exposure and to connect with quality partners across the industry chain, enhancing the visibility of Chinese innovation [2] Group 3 - Titanium Media, as a key player at CES, will enhance its influence by hosting the "Talk to the World" forums, focusing on AI industry implementation, tech ecosystem co-construction, and global localization development [3][4] - The "China Innovation Night" event will serve as a high-end networking opportunity for over 30 global tech brand executives and AI ecosystem leaders, facilitating valuable connections and market strategy discussions [5][6] Group 4 - Titanium Media will conduct a live broadcast of CES 2026, providing real-time insights into key technological trends and aiming for over 200 million global exposures through its media channels [7] - The event will also feature the release of the "2026 CES Innovation List," recognizing outstanding achievements in technology, design, and sustainability across various dimensions [7]

Core Viewpoint - The company, Nanji Guang (300940.SZ), is experiencing growth in demand for consumer electronics such as gaming e-sports, tablets, and laptops, leveraging its technological advantages and production capacity to meet customer needs efficiently [1] Group 1: Production and Capacity - The company has a monthly production capacity exceeding 7 million units, which allows it to effectively serve brand customers [1] - Production is being steadily advanced based on order demand, maintaining a reasonable capacity utilization rate [1] - The production and sales coordination mechanism is functioning well, indicating efficient operations [1] Group 2: Customer Engagement - The company is actively progressing in engaging with several leading industry clients for new customer development [1]

Investment Rating - The industry is rated as "stronger than the market," indicating an expected increase of over 10% in the industry index relative to the CSI 300 index over the next six months [17]. Core Insights - The A-share market experienced slight fluctuations and upward movement, with notable performance in the aerospace, pharmaceutical, cultural media, and banking sectors, while sectors like consumer electronics, batteries, and securities showed weaker performance [2][3]. - The average price-to-earnings (P/E) ratios for the Shanghai Composite Index and the ChiNext Index are currently at 15.90 times and 48.80 times, respectively, which are above the median levels of the past three years, suggesting a favorable environment for medium to long-term investments [3][16]. - The total trading volume on the two exchanges was 16,770 billion, which is above the median trading volume of the past three years, indicating active market participation [3][16]. - The central economic work conference has set a tone of "more proactive and effective" economic policies for the coming year, while the Federal Reserve's interest rate cuts have led to fluctuating expectations regarding future easing [3][16]. - The current macroeconomic environment is in a state of mild recovery, but the foundation still needs to be solidified, supporting the ongoing upward trend in the A-share market [3][16]. - It is anticipated that the Shanghai Composite Index will consolidate around the 4,000-point mark, with cyclical and technology sectors expected to perform alternately [3][16]. - Short-term investment opportunities are recommended in the pharmaceutical, aerospace, banking, and cultural media sectors [3][16]. Summary by Sections A-share Market Overview - On December 18, the A-share market faced resistance after a rise, with the Shanghai Composite Index closing at 3,876.37 points, up 0.16%, while the Shenzhen Component Index fell by 1.29% [7][8]. - Over 60% of stocks in the two markets rose, with significant gains in the pharmaceutical, aerospace, commercial retail, and banking sectors, while sectors like batteries and electronic chemicals saw declines [7][9]. Future Market Outlook and Investment Recommendations - The market is expected to maintain a consolidation phase around the 4,000-point level, with a focus on macroeconomic data, overseas liquidity changes, and policy directions [3][16]. - Investors are advised to pay close attention to investment opportunities in the pharmaceutical, aerospace, banking, and cultural media sectors in the short term [3][16].

来源：环球网 【环球网科技综合报道】12月18日消息，据9to5mac报道，苹果公司将于2026年起在App Store的搜索结 果中显著增加广告展示数量，以帮助开发者和广告主提升应用曝光与下载转化。 | | Store | Podcasts V Clood Corporation | Vision V | iPhone V | Mac V | Watch V iPad v CONSULTION COLLEGIAN | A Color Color | Music | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Exclusives | | | | | | | | | 目前，App Store搜索结果仅在顶部设有一个广告位。根据苹果最新公告，未来广告将不仅限于顶部位 置，还会出现在搜索结果列表中更靠下的多个新广告位。 苹果官方称："搜索是大多数用户在App Store上查找和下载应用的主要方式，近65%的下载发生在搜索 之后。为帮助广告主更充分地利用这一高转化场景，公司将自动将现有广告系列适配至新增广告位，无 需广告主进行额外设置或选择具体 ...

相比iPhone17 Pro Max和iPhone 17 pro两个型号，iPhone 17的优惠幅度相对较小。iPhone17 256GB版本 免税价为5579元，电商平台苹果旗舰店同款售价是5999元，差价为420元。 2025.12.18 本文字数：745，阅读时长大约1分钟 来源 |极目新闻 12月18日，海南自由贸易港正式启动全岛封关。 封关对普通人有哪些影响？海南免税店里的奶粉、化 妆品、电子产品等商品会不会更便宜？封关首日，极目新闻记者来到位于海南省三亚市的海旅免税城。 18日上午10时许，极目新闻记者在海旅免税城一家售卖苹果产品的门店看到，消费者排起长队选购苹果 产品。iPhone 17 Pro Max 256GB版本的免税价格为9299元，记者查询某电商平台苹果旗舰店，发现该版 本的售价为9999元，两者售价相差700元。 iPhone17pro 256GB版本免税价为8299元，电商平台苹果旗舰店同款售价是8999元，也相差700元。 该店工作人员称，目前免税苹果产品不能使用国家补贴，但可以叠加政府免税消费券。以iPhone 17 pro 256GB版本为例，可以领取满6000元减300元 ...

证券之星消息，12月18日消费电子板块较上一交易日下跌3.4%，工业富联领跌。当日上证指数报收于3876.37，上涨0.16%。深证成指报收于 13053.98，下跌1.29%。消费电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 920857 | 泓禧科技 | 38.97 | 14.65% | 4.01万 | 1.43 Z | | 301123 | 奕东电子 | 59.20 | 12.16% | 39.36万 | 22.49亿 | | 300968 | 格林精密 | 14.58 | 4.82% | 18.03万 | 2.61亿 | | 301067 | 显盈科技 | 33.82 | 3.52% | 8.95万 | 3.03亿 | | 300868 | 杰美符 | 28.80 | 3.41% | 4.20万 | 1.22亿 | | 603633 | 徕木股份 | 10.19 | 2.93% | 13.86万 | 1.42亿 | | 301180 | 万祥科技 | 15.7 ...

18日上午10时许，极目新闻记者在海旅免税城一家售卖苹果产品的门店看到，消费者排起长队选购苹果产品。iPhone 17 Pro Max 256GB版本的免税价格 为9299元，记者查询某电商平台苹果旗舰店，发现该版本的售价为9999元，两者售价相差700元。 iPhone17pro 256GB版本免税价为8299元，电商平台苹果旗舰店同款售价是8999元，也相差700元。 相比iPhone17 Pro Max和iPhone 17 pro两个型号，iPhone 17的优惠幅度相对较小。iPhone17 256GB版本免税价为5579元，电商平台苹果旗舰店同款 售价是5999元，差价为420元。 2025.12. 18 本文字数：745，阅读时长大约1分钟 来源 | 极目新闻 12月18日，海南自由贸易港正式启动全岛封关。 封关对普通人有哪些影响？海南免税店里的奶粉、化妆品、电子产品等商品会不会更便宜？封关首日，极 目新闻记者来到位于海南省三亚市的海旅免税城。 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。 专用邮箱： bianjibu@yicai.com （注：我们会对 ...

Core Viewpoint - Xiaomi Group and Leica Camera Company announced an upgrade to their global imaging strategic cooperation, introducing a new "strategic co-creation model" based on joint research and development [1] Group 1 - The Xiaomi 17 Ultra will be the first product under this new cooperation model, set to be officially released in December [2] - The Xiaomi 17 Ultra will feature Qualcomm's fifth-generation Snapdragon 8 Gen 2 chip, support ultrasonic screen fingerprint recognition, dust and water resistance, and UWB, with the top version supporting satellite communication [2] - The "strategic co-creation model" signifies a deeper and more multi-dimensional collaboration between Xiaomi and Leica, aiming to break traditional thinking and limitations in mobile imaging applications [2] Group 2 - Xiaomi and Leica have developed a new generation optical system solution, introducing the Leica APO certified telephoto lens for mobile imaging [2] - The Leica APO lens is known for low dispersion and high resolution, representing Leica's optical strength [2] - The new 1-inch main camera sensor and Leica APO telephoto lens together achieve breakthroughs in mobile imaging, enhancing night scene image purity, detail restoration in high dynamic range scenes, and creative freedom in telephoto photography [2] Group 3 - Xiaomi's decision to skip the 16 series and directly launch the 17 series has generated significant buzz in the tech community, with the naming convention of "Xiaomi 17, 17 Pro, 17 Pro Max" being positioned as a direct competitor to the iPhone 17 [3] - This unexpected move has created a topic explosion, with discussions around the renaming of Xiaomi 16 to Xiaomi 17 trending and generating exposure far exceeding the effects of millions in advertising [3] - Some analysts argue that this strategy may weaken the brand's original image, as true high-end positioning relies on technological accumulation rather than mere numerical changes [3]

Group 1 - The core viewpoint of the article highlights that the company, Amaton, has benefited from the recent recovery in the consumer electronics industry, leading to an increase in the shipment volume of its optoelectronic display glass products compared to previous years [2] Group 2 - The company responded to inquiries during a research meeting, indicating a positive trend in its product shipments [2] - The recovery in the consumer electronics sector is a significant factor contributing to the company's improved performance [2]

新华财经北京12月18日电 （胡晨曦）A股三大指数12月18日涨跌不一，沪指早间低开，随后震荡回升； 创业板指全天低位调整。沪深两市成交额1.66万亿，较上一个交易日缩量1557亿。盘面上，AI医疗概念 集体走强，华人健康、塞力医疗等涨停；银行板块震荡拉升，上海银行涨超3%；零售概念走强，中央 商场、上海九百涨停；商业航天全线爆发，盛洋科技、天箭科技等涨停。下跌方面，锂电池板块回落， 海科新源、华盛锂电大跌；算力硬件股下挫，生益科技、景旺电子等跌超5%。 截至收盘，沪指报3876.37点，涨幅0.16%，成交7049亿元；深证成指报13053.97点，跌幅1.29%，成交 9506亿元；创业板指报3107.06点，跌幅2.17%，成交4499亿元。 中指研究院：预计未来5年全国城镇住房需求总量约为49.8亿平方米 热点板块 盘面上，医药商业、银行、军工电子、无人零售、IP经济、啤酒等板块和概念股涨幅居前；元件、电 池、汽车整车、海南自贸区、可控核聚变、PCB等板块和概念股跌幅居前。 机构观点 巨丰投顾：周四市场震荡运行，医药商业板块涨幅居前。"十五五"的开局之年经济环境整体良好，预计 2026年国内经济"三驾 ...