截至2026年1月13日收盘，统联精密(688210)报收于53.03元，下跌8.57%，换手率4.62%，成交量7.47万 手，成交额4.11亿元。 当日关注点 交易信息汇总资金流向 机构调研要点 1月9日举行特定对象调研，主要内容如下： 公司产品目前主要应用于折叠屏手机、平板电脑、笔记本电脑、智能穿戴设备、航拍无人机、运动相机 等新型消费电子领域，并正拓展至智能眼镜、信号接收器及IPC等新型智能终端领域。 公司积极布局碳纤维、钛合金、镁合金、铝合金等轻质材料，加大半固态压铸、3D打印等先进制造工 艺的技术储备与产能投入。 核心团队具备半导体、汽车、材料、模具、自动化等多领域背景，拥有服务国际大客户的丰富经验，支 持公司通过差异化技术路径获取竞争优势。 公司核心竞争力体现于工艺创新能力、多样化精密零部件制造能力、生产管控水平、自动化能力及优质 客户资源，致力于响应客户对轻量化、高性能零部件的迭代需求。 公司将持续推进新材料应用与多元领域拓展，认为长期价值由经营基本面与成长潜力共同决定，提醒投 资者理性看待股价波动。 1月13日主力资金净流入1959.76万元，占总成交额4.77%；游资资金净流出552.9万 ...

周二，谷歌(GOOGL.US)涨逾2%，报339.91美元。消息面上，苹果公司近日宣布与谷歌达成一项重要合 作，双方将共同推动人工智能技术的发展。根据合作协议，谷歌的Gemini模型及其云技术将成为下一代 苹果基础模型的核心支撑，为未来苹果设备上的AI功能提供强大助力。其中，备受用户期待的新一代 Siri有望在今年晚些时候亮相，并借助这一技术实现体验升级。 此次合作仅涉及底层技术优化，苹果不会将Siri或Apple Intelligence的控制权移交谷歌。苹果计划每年支 付约10亿美元，利用Gemini模型在后台协助训练和增强自研基础模型，但所有用户交互数据仍由苹果自 主掌控或通过设备本地处理，确保用户隐私安全。 ...

一份下午发出的电脑报价单，到了晚上就被上游供应商通知作废。这不是段子，而是2026年开年后中国 数码零售市场的一个侧面写照。 《中国经营报》记者注意到，目前，基于上游存储成本增加和公司利润考量等因素，联想、惠普、戴 尔、华硕、宏碁等全球五大PC（个人电脑）厂商均已启动调价机制。"昨天给客户报的联想拯救者 Y7000是6980元，今天一问已经变成7400元，上游说全面涨价，后面还要涨。"杭州百脑汇商户阿海对 记者表示。 阿海的遭遇并非个例。开年以来，一场席卷全球的硬件涨价风暴正从产业链上游传导至终端市场。多个 品牌的笔记本电脑和主流手机机型价格在短期内大幅上调，部分涨幅高达20%。即使叠加新一轮国家补 贴政策，许多产品的到手价仍高于此前原价。在这场由AI驱动的"涨价风暴"中，厂商、渠道商与消费者 正共同经历一场前所未有的成本压力测试。 一晚就涨了600多元 2026年第一个月，计划购买电脑的消费者感受到了明显的价格冲击。"下午报价，晚上调价"成为当下行 业的一个新常态，中高端笔记本普涨500—1500元。 在北京海淀区上地的一家数码门店，销售员屈先生告诉记者："荣耀MagicBook Pro16涨了1100元， ...

| 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2026.01.13 | 400.00 | 38.040 | 37.940 | 15200.88 | | 2026.01.09 | 400.00 | 37.920 | 37.740 | 15132.64 | | 2026.01.08 | 500.00 | 38.160 | 38.040 | 19057.99 | | 2026.01.07 | 390.00 | 38.200 | 38.120 | 14883.60 | | 2026.01.06 | 385.00 | 38.900 | 38.860 | 14967.00 | | 2026.01.05 | 380.00 | 39.320 | 39.220 | 14929.13 | 今年以来该股累计进行6次回购，合计回购2455.00万股，累计回购金额9.42亿港元。（数据宝） 小米集团-W回购明细 证券时报 数据宝统计，小米集团-W在港交所公告显示，1月13日以每股37.940港元至38.04 ...

Financial Data and Key Metrics Changes - The company reported a net income of $13 billion for Q4 2025, with an EPS of $4.63 and an ROTCE of 18% [3] - Full year net income was $57.5 billion, with an EPS of $20.18 and revenue of $185 billion, resulting in an ROTCE of 20% [4] - Revenue for Q4 increased by 7% year on year to $46.8 billion, driven by higher markets revenue and asset management fees [3] - Expenses rose by 5% year on year to $24 billion, primarily due to higher volume and revenue-related expenses [3] Business Line Data and Key Metrics Changes - Consumer & Community Banking (CCB) reported net income of $3.6 billion, with revenue of $19.4 billion, up 6% year on year [5] - Corporate & Investment Banking (CIB) net income was $7.3 billion, with revenue of $19.4 billion, reflecting a 10% year-on-year increase [6] - Asset and Wealth Management (AWM) reported net income of $1.8 billion, with revenue of $6.5 billion, up 13% year on year [7] Market Data and Key Metrics Changes - The company experienced net inflows of $105 billion for the quarter and $183 billion for the year, with record client asset net inflows of $553 billion for the year [8] - The Apple Card transaction contributed approximately $110 billion to advanced RWA, which is expected to reduce to about $30 billion in the near term [5] Company Strategy and Development Direction - The company is focused on making necessary investments to secure its position against both traditional and non-traditional competitors [14] - The outlook for 2026 includes expectations for strong client engagement and deal activity, supported by constructive market dynamics [6] - The company aims to grow its business through technology enhancements, better payment systems, and expanding its branch network [88] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the macroeconomic environment for 2026, citing consumer resilience and ongoing job availability [56] - Concerns were raised about geopolitical risks and the potential impact of large deficits on the economy [57] - The company anticipates a modest growth in consumer deposits for 2026, influenced by yield-seeking flows and overall system growth [62] Other Important Information - The company is actively engaged in the blockchain technology space and has partnerships with firms like Coinbase to enhance its offerings [18] - The integration of the Apple Card is expected to take two years due to the need to align with Apple's technology stack [50] Q&A Session Questions and Answers Question: On the stablecoin issue and its impact on the banking system - Management acknowledged the risks associated with a parallel banking system lacking appropriate regulation, emphasizing the importance of consumer benefits in any technological innovation [20][22] Question: Regarding deposit growth despite new account openings - Management indicated that while there is robust franchise growth, yield-seeking flows and a lower savings rate have limited deposit growth [25] Question: On the credit card business and the Apple Card acquisition - The acquisition is seen as economically compelling, with expectations of enhancing user experience and accelerating modernization efforts [40] Question: Potential impacts of credit card APR caps - Management expressed concerns that price controls could lead to reduced access to credit, particularly for subprime borrowers, and would negatively impact the overall economy [43] Question: On technology spending and AI investments - Management highlighted ongoing investments in technology and AI as critical for future growth, with expectations for increased spending in these areas [86][88]

Core Insights - Apple and Google have entered a multi-year agreement for Apple to utilize Google's Gemini to drive its next-generation foundational models, indicating a strategic partnership in AI development [1] - Analyst Ming-Chi Kuo suggests that Apple's decision to collaborate with Google is driven by short-term challenges, including the need for a successful AI demonstration at WWDC and rising user expectations for AI service quality [1] - The partnership is expected to alleviate immediate pressures on Apple, although the long-term challenge remains in enhancing its control over core AI technologies [1] Company Developments - Apple's self-developed AI server chips are projected to begin mass production in the second half of 2026, with its own data centers expected to start construction and operations in 2027, indicating a significant anticipated growth in demand for device-side AI starting in 2027 [2]

Group 1 - Guangdong products, known as "广货," have been popular for over 40 years, with significant growth in cross-border e-commerce, expanding 66 times in 9 years and accounting for over one-third of the national total [1] - Guangdong produces 1 out of every 4 express deliveries in China and holds over 70% of the global consumer drone market share through companies like DJI [1][7] - The "广货行天下" spring campaign will kick off in Foshan on January 15, 2026, featuring nearly 30 key events and participation from around 6,000 enterprises [1] Group 2 - Guangdong established its manufacturing advantage through "三来一补" and has evolved to produce products that align with global trends, leading to the popular saying "远看是洋货，近看是广货" [2] - The region's rich labor resources and low operating costs were crucial for the success of local enterprises, such as the Taiping Handbag Factory [2] - Guangdong's local brands have gained national recognition, with products like "珠江水," "岭南衣," and "广东粮" becoming staples [2] Group 3 - Midea, a representative of Guangdong's industrial growth, has transformed from a small plastic production group to a Fortune Global 500 company, expanding its product range significantly [3] - Guangdong has become a global manufacturing hub, especially for consumer electronics, smart home appliances, and new energy vehicles, with companies like Huawei and OPPO contributing to significant global market shares [3][6] - The evolution of Guangdong's manufacturing is marked by a shift from "land and population dividends" to "engineer and innovation dividends," driving high-quality development [3] Group 4 - The rise of the AI era presents new opportunities for Guangdong's manufacturing sector, with a focus on technological innovation [4] - Guangdong leads the smart glasses manufacturing industry, accounting for 40% of the national market, with companies like 雷鸟创新技术 achieving significant sales growth [5][6] - The emergence of embodied intelligent robots, such as Atom, showcases Guangdong's advancements in automation and AI integration in various sectors [6] Group 5 - Guangdong produces 70% of the world's consumer drones, 40% of smartphones, and a significant share of industrial and service robots, highlighting its manufacturing dominance [7] - The region's industrial output includes 44 products with over 10% national market share and 23 products exceeding 20% [7]

Group 1 - Apple has reportedly paused maintenance for the Vision Pro in the industrial sector and reduced the production of headsets significantly, indicating a shift in strategy from initial strong promotion to reduced investment due to underwhelming market performance [1] - IDC forecasts that Apple will ship 390,000 units of Vision Pro in 2024, with a drastic drop to 45,000 units in the last quarter of 2025 [1] - Sensor Tower's report reveals that Apple has cut digital advertising spending for Vision Pro by over 95% in key markets like the US and UK over the past year [1] Group 2 - In response to the disappointment with Vision Pro, Apple is shifting focus to the more lightweight AI smart glasses, with the first product, Apple Glasses, expected to launch this year [2] - Apple has entered a multi-year partnership with Google to utilize Google's Gemini model and cloud technology for its next-generation AI models, aiming to enhance its AI capabilities, including a more personalized Siri [2] - IDC predicts that global shipments of smart glasses will exceed 23.687 million units by 2026, with the Chinese market alone expected to surpass 4.915 million units, indicating a move towards scaled growth in the smart glasses market [2]

证券日报网1月13日讯 ，统联精密在接受调研者提问时表示，随着人工智能技术的发展，消费电子行业 正处于快速变革和创新的关键时期，终端产品将在软件、硬件、产品形态与版本方面持续迭代，新技术 和新应用将会带来大量购买需求，带动轻量化、高精度、高可靠性的精密零部件需求呈爆发式增长。基 于此，公司积极布局新型智能终端精密零部件业务，快速响应终端客户对精密零部件轻量化、高性能迭 代需求，加大对钛合金、镁合金、铝合金、碳纤维等轻质材料产业化应用方向的投入，储备半固态压 铸、3D打印为代表的先进制造工艺技术及相关配套产能。 （文章来源：证券日报） ...

Core Viewpoint - The company, Tonglian Precision, is focusing on expanding its product applications in the new consumer electronics sector, particularly in areas influenced by artificial intelligence technology [2]. Group 1: Revenue Structure - The company's products are primarily used in new consumer electronics, including foldable smartphones, tablets, laptops, desktop computers, smart touch capacitive pens, smart wearable devices, aerial drones, and action cameras [2]. - The company is actively exploring new application areas such as components for smart wearables, communication products, and portable smart terminal components, targeting products like smart glasses, signal receivers, and AIPC [2].