小米集团-W回购明细 | 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） | | --- | --- | --- | --- | --- | | 2026.01.09 | 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 | （文章来源：证券时报网） 证券时报·数据宝统计，小米集团-W在港交所公告显示，1月9日以每股37.740港元至37.920港元的价格 回购400.00万股，回购金额达1.51亿港元。该股当日收盘价37.820港元，下跌0.53%，全天成交额47.19 亿港元。 自1月5日以来公司已连续5日进行回购， ...

当地时间1月8日，《纽约时报》报道称，苹果内部正在加速推进CEO蒂姆·库克接任者的遴选工作，现任公司硬件工程高级副总裁的约翰·特努斯 （John Ternus）被视为头号热门人选。 作为苹果内部与外界普遍看好的接班热门人选，约翰·特努斯出生于1975年，拥有宾夕法尼亚大学机械工程学士学位。他于2001年加入苹果产品设计 团队，2013年升任硬件工程副总裁，2021年晋升为高级副总裁，直接向库克汇报，全面负责iPhone、iPad、Mac、AirPods等产品的硬件工程事务，同时领 导苹果视觉产品小组（VPG）及机器人研发部门的硬件团队。2025年9月苹果推出的全新轻薄机型iPhone Air，以及此前的Mac芯片自研转型，都是由特努 斯主导的重要项目。 上述报道引援多位苹果内部人士消息称，特努斯性格温和沉稳，是一位很好的合作者，"特努斯也因此得到了公司内部许多高管和员工的广泛认可"。 除了特努斯，苹果方面仍在同步考察其他候选人，包括软件主管克雷格·费德里吉（Craig Federighi）、服务业务主管埃迪·库（Eddy Cue）、全球营销 主管格雷格·乔斯维亚克（Greg Joswiak）等，目前尚未公布具 ...

证券日报网1月9日讯 ，艾为电子在接受调研者提问时表示，公司2025年第三季度营业收入同比转正， 主要得益于两大驱动因素：一方面，消费电子市场迎来传统旺季，需求普遍回暖，特别是公司成功抓住 了AI眼镜等新兴品类带来的增长机遇；另一方面，公司前期在工业互联、汽车电子等高价值领域的战 略布局成效显现，相关业务取得积极进展，共同推动了2025年第三季度收入的同比转正。 （编辑 袁冠琳） ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of HKD 14.00, corresponding to a PE ratio of 14.6 times FY2026E [1][4]. Core Insights - The company showcased its significant position in the global AI industry during the Lenovo Tech World event, highlighting collaborations with major chip manufacturers like NVIDIA, AMD, Intel, and Qualcomm [1]. - The launch of the Lenovo Qira personal AI superintelligence marks a strategic shift from application-level to system-level AI, enhancing user engagement and creating a differentiated software ecosystem [3]. - The company is expected to benefit from the global upgrade of the AI hardware and software ecosystem, with projected non-HKFRS net profits of USD 1.664 billion, USD 1.854 billion, and USD 2.083 billion for FY26, FY27, and FY28 respectively, reflecting growth rates of 15.5%, 11.4%, and 12.4% [4]. Summary by Sections AI Infrastructure - The company launched a new AI inference server, ThinkSystem SR675i, in collaboration with AMD, optimized for large-scale data center scenarios [2]. - A partnership with NVIDIA was announced to establish an AI cloud super factory, leveraging NVIDIA's accelerated computing platform [2]. Personal AI Development - The Lenovo Qira personal AI superintelligence integrates seamlessly across Lenovo PCs, tablets, and Motorola devices, enhancing user experience with capabilities like context awareness and task switching [3]. Financial Projections - The company forecasts revenues of USD 75.844 billion, USD 83.447 billion, and USD 91.865 billion for FY26, FY27, and FY28, with respective growth rates of 9.8%, 10.0%, and 10.1% [9]. - Non-HKFRS EPS is projected to be USD 0.12, USD 0.14, and USD 0.15 for FY26, FY27, and FY28 [4].

Group 1 - The China Securities Regulatory Commission (CSRC) issued supplementary material requirements for 10 companies, including Anker Innovations, which is required to clarify its overseas operations and related matters [1] - Anker Innovations has submitted its application to the Hong Kong Stock Exchange for a main board listing, with China International Capital Corporation, Goldman Sachs, and JPMorgan as joint sponsors [1] - The CSRC requests Anker Innovations to provide detailed information regarding its business scope, specifically in geographic remote sensing information services and socio-economic consulting services, including whether it has obtained necessary qualifications and licenses [2] Group 2 - Anker Innovations operates under the brand Anker and has expanded its product portfolio to include smart charging, energy storage, smart home, and innovative audio products, with three global brands: Anker, eufy, and soundcore, along with two core sub-brands: Anker SOLIX and eufyMake [2] - The company holds a leading global market share in several key segments, including mobile charging, energy storage, smart home security, and wireless headphones [3] - According to Frost & Sullivan, Anker Innovations has maintained the second position globally in mobile charging products by retail sales since 2020, with a projected market share of 5.0% in 2024 [3]

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has requested Anker Innovations to provide supplementary materials regarding its overseas operations as part of its listing application on the Hong Kong Stock Exchange [1][2]. Group 1: Regulatory Requirements - The CSRC has issued supplementary material requirements for 10 companies, including Anker Innovations, which must clarify its overall overseas operations and related matters [1]. - Anker Innovations is required to explain the specific situation regarding its business scope, including "geographic remote sensing information services" and "socio-economic consulting services," and whether it has obtained the necessary qualifications and licenses [2]. - The company must detail the intended use of raised funds, including the proportion allocated for domestic versus overseas purposes, and whether it plans to repatriate funds to China [2]. Group 2: Company Overview - Anker Innovations operates under the brand Anker and has expanded its product portfolio to include smart charging, energy storage, smart home, and innovative audio products [2]. - The company holds a leading global market share in several key segments, including mobile charging, energy storage, smart home security, and wireless headphones [3]. - According to Frost & Sullivan, Anker Innovations has maintained the second-largest global market share in mobile charging products since 2020, with a projected market share of 5.0% in 2024 based on retail sales [3].

关键是：今年15岁的小米，能穿越时间这道鸿沟吗？ 1月3日，雷军的2026首场直播，没按套路出牌：成绩没多提，倒回应了不少争议。比如"绿化带战神"戏称，是被网友恶意剪辑并贴标签；比如 7000人法务团队，他直接否认。 整场直播下来，更让人琢磨的，是这样一个现象：小米成绩越大，争议也越大。一些似真似假的话题，不论好的坏的，都容易形成舆论旋涡。 但这也不奇怪。小米现在的处境，和2005年之前的苹果、2014年之前的特斯拉很像。 当年，苹果的iPod被批定价过高，Mac OS X被指华而不实；特斯拉则被质疑烧钱无止境、自动驾驶事故频发、电池存在安全隐患…… 后来的故事，大家都知道了。现在的雷军，估计能理解当年的乔布斯和马斯克：努力被看不见，价值被看不懂。 但创新就是这样，讲究非共识，天生容易被"看不见、看不懂、看不起"。 具体来说就是：你的努力，别人可能根本看不见；你的价值，别人一时半会看不懂；你的品牌，传统玩家一开始看不上。 但苹果、特斯拉的故事告诉大家：等时间到了——看不见的，终会到眼前；看不懂的，终会被看懂。 01 其实，过去15年，小米一直在"爬沟过坎"。 1月3日晚的直播中，雷军回忆道："有些人说小米做不 ...

Core Insights - The Global Top Brands (GTB) awards celebrate 20 years of recognizing leading brands in the consumer electronics industry, reflecting the evolution of the market and technological advancements [1][3][28] Industry Evolution - Over the past two decades, the GTB awards have documented the rise of major brands like Apple, Samsung, and Sony, as well as the emergence of Chinese brands such as Huawei, TCL, and BOE, showcasing a shift from catching up to leading the market [3][21] - The consumer electronics industry has transitioned from single product competition to a comprehensive ecosystem, with AI playing a crucial role in driving innovation and industry progress [7][11] Market Trends - In 2025, the global technology and consumer electronics industry sales are projected to exceed $1.29 trillion, with emerging markets contributing 40% to this growth [15] - The display panel market is expected to reach $180 billion by 2025, with Chinese companies holding over 55% market share, indicating a significant shift in the competitive landscape [21] Brand Recognition - The GTB awards have gained international recognition, with the Nevada state government acknowledging its contributions to promoting global brand leadership and innovation in the consumer electronics sector [5][28] - The 2025-2026 GTB list includes leading brands like TCL and BOE, which have achieved recognition through technological innovation and market leadership [16][21] Smart Home Evolution - The smart home sector has evolved from single-device automation to a fully interconnected ecosystem, with Chinese brands becoming key players in this transformation [22] - The global smart home market is projected to surpass $2.1 trillion by 2025, with over 55% penetration of interconnected systems, highlighting the dominance of Chinese brands in this space [22] Brand Adaptation - Brands are increasingly crossing traditional boundaries and innovating to stay relevant, as seen with companies like Baidu and Meituan integrating technology into their services [26] - Continuous research and ecosystem development have allowed brands like Huawei, BOE, and TCL to transition from product exports to technology outputs, showcasing their adaptability in a changing market [26][28]

国家统计局：2025年12月份居民消费价格同比上涨0.8% 国家统计局数据显示，2025年12月份，全国居民消费价格同比上涨0.8%。其中，城市上涨0.9%，农村上涨 0.6%；食品价格上涨1.1%，非食品价格上涨0.8%；消费品价格上涨1.0%，服务价格上涨0.6%。12月份，全国 居民消费价格环比上涨0.2%。其中，城市上涨0.2%，农村上涨0.2%；食品价格上涨0.3%，非食品价格上涨 0.1%；消费品价格上涨0.3%，服务价格持平。2025年全年，全国居民消费价格与上年持平。 两部门：做好职工基本医疗保险个人账户跨省共济工作 ★ 宏观动态 ★ 两部门：4月1日起，取消光伏等产品增值税出口退税 财政部、税务总局公告：一、自2026年4月1日起，取消光伏等产品增值税出口退税。二、自2026年4月1日起至 2026年12月31日，将电池产品的增值税出口退税率由9%下调至6%；2027年1月1日起，取消电池产品增值税出 口退税。三、对上述产品中征收消费税的产品，出口消费税政策不作调整，继续适用消费税退（免）税政策。 四、本公告所列产品适用的出口退税率以出口货物报关单注明的出口日期界定。 国家医保局、财政部发布 ...

最近半年的电脑圈子，真的是超级无敌混乱。 一方面，RTX 50系显卡的到来确实提升了性能，酷睿Ultra 200v系列也让X86轻薄本重整雄风；另一方面，存储价格的异军突起，让整个下半年的产品价格 节节高升。 什么？你想买新电脑？那价格可得比年初刚公布时还贵不少。 最近，一家名叫YPlasma的美国公司在CES2026上，全球首发了搭载介质阻挡放电（DBD）等离子散热技术的笔记本电脑，旨在用更轻薄、静音、高效的方 法替代传统散热三件套。 要知道，受限于物理定律，传统的"风扇+热管+散热鳍片"三件套已经有很多年没进步了。想要散热好，就得风扇大、转速高；想要安静，就得降频、牺牲 性能，这种现象更是成为了PC行业的客观定律。 那么问题来了，这究竟是散热领域期待已久的革命，还是一次注定会像无数"黑科技"那样无疾而终的PPT造车？个中虚实，还请你听我们雷科技娓娓道来。 纸一样的散热器 要回答这个问题，我们得先把脑子里关于"散热"的固有印象清空一下。 在过去的几十年里，无论是台式机还是笔记本，散热的逻辑都很简单粗暴：热量通过铜管传导出来，然后用马达带动塑料扇叶旋转，把空气物理"拍打"出 去，带走热量。 但是YPlasma ...