Core Viewpoint - Lenovo is developing an enterprise-focused "personal super intelligent agent" named "Tianxi AI Pro" to enhance smart collaboration from individuals to enterprises [1][4]. Group 1: Product Development - Lenovo officially launched its global personal super intelligent agent, Lenovo Qira, also known as Tianxi AI in China, during its Innovation Technology Conference [3]. - The personal AI is part of Lenovo's hybrid AI strategy, which aims to create a smart network connecting personal creativity with enterprise intelligence [3]. - The Tianxi AI can utilize personal data to provide AI services and will eventually integrate with Lenovo's enterprise-level intelligent agents to assist in work decisions [3]. Group 2: Strategic Goals - Lenovo aims to enable enterprises to purchase the Tianxi AI Pro version for employee deployment, enhancing work efficiency and external communication [4]. - The company emphasizes its three main advantages: hybrid AI strategy, substantial R&D investment, and an open ecosystem, which are foundational for deep collaboration between personal and enterprise AI [4].

| | 主要市场股指表现 | | | | --- | --- | --- | --- | | 10.00 | | | | | 8.00 | （%） | 近一交易日% | 近20交易日% | | 6.00 | | | | | 4.00 | | | | | 2.00 | | | | | 0.00 | | | | | -2.00 | | | | | -4.00 | | | | 金元晨报 国际股市概况 国际新闻 重要公司情况 请务必仔细阅读本报告最后部分的免责声明 曙光在前 金元在先 2026 年 01 月 09 日 每日晨报 -1- 每 日 晨 报 欧洲市场：德国DAX30指数涨0.02%报25127.46点；法国CAC40指 数涨0.12%报8243.47点；英国富时100指数跌0.04%，报10044.69点 美股市场：道琼斯指数涨0.55%，报49266.11点；标普500指数涨0.0 1%，报6921.46点；纳指跌0.44%，报23480.02点 亚太市场：恒生指数收跌1.17%，报26149.31点；恒生科技指数跌1. 05%，报5678.34点；日经225指数跌1.63%，报51117.26点；韩国综 ...

截至午间收盘，国证机器人产业指数上涨1.2%，中证智能电动汽车指数上涨0.6%，中证消费电子主题指数上涨 0.4%，中证物联网主题指数下跌0.1%，机器人ETF易方达（159530）半日净申购超5000万份，该产品近一个月 合计净流入超20亿元。 （文章来源：每日经济新闻） | 务涉及兀器任生产、整机品 牌设计及生产等消费电子相 | | | | | --- | --- | --- | --- | | 关公司股票组成。 | 0.4% | 59.3倍 | 96.1% | | 物联网ETF易方达 | | | 159895 | | 跟踪中证物联网主题指数 | | | | | | | | ·· /////////// | | 该指数聚焦的物联网是智能 | 截至午间收盘 | 该指数 | 该指数自2015年 | | 终端实现万物互联的重要基 | 该指数涨跌 | 滚动市盈率 | 发布以来估值分位 | | 础,由业务涉及信息采集、 | | | | | 信息传输、物联网应用领域 | -0.1% | 33.9倍 | 55.1% | | 的公司股票组成。 | | | | ...

Market Overview - The A-share market saw all three major indices rise, with the Shanghai Composite Index up by 0.3%, the Shenzhen Component Index up by 0.57%, and the ChiNext Index up by 0.1% [3] - The market experienced significant trading volume, with a turnover of 20,614 billion yuan, an increase of 2,963 billion yuan compared to the previous day [3] Sector Performance - Various sectors showed positive performance, including non-ferrous metals, AI applications, commercial aerospace, computing power, consumer electronics, and diversified finance [5] - The commercial aerospace sector experienced a strong rally, leading to a surge in related stocks and positively impacting military stocks and other sectors such as diversified finance, wind power, photovoltaic, carbon fiber, and engineering machinery [7] Notable Stocks - Leading consumer electronics stock Lens Technology rose over 12%, reaching a historical high with a market capitalization of 200.9 billion yuan [5] - Multiple stocks in the commercial aerospace sector hit their historical highs, including Xinyuan Technology and Guokai Biological Engineering, with significant percentage increases [8][10] Investment Insights - The commercial aerospace sector is gaining attention, with companies like Luxin Venture Capital and Yuexiu Capital seeing stock price increases due to their investments in the sector [10] - The wind power sector also saw gains, with companies like Taisheng Wind Energy and Goldwind Technology experiencing significant stock price increases [10] - The carbon fiber sector is benefiting from its applications in commercial aerospace, with companies like Huayin Technology and Guangqi Technology seeing substantial stock price increases [10] Consumer Sector Recovery - The consumer sector rebounded, with increases in stocks related to duty-free shops, retail, and film and television [13] - The film industry is showing signs of recovery, with the box office for 2025 projected to reach 531 billion yuan, driven by strong demand during key holiday periods and the release of quality content [15]

Core Viewpoint - The article discusses the recent controversies surrounding Xiaomi, particularly the backlash from its fanbase (Mi Fans) due to a KOL (Key Opinion Leader) incident, highlighting the challenges Xiaomi faces in managing its brand image and public relations [2][4][10]. Group 1: Incident Overview - On January 5, a KOL named "万能的大熊" revealed in a group chat that Xiaomi had paid him, leading to a significant backlash from the Mi Fan community [2]. - Xiaomi's PR manager, Xu Jieyun, publicly apologized and confirmed the termination of all collaborations with the involved KOL, acknowledging the incident as a serious violation of company principles [4]. - Xiaomi's CEO, Lei Jun, emphasized the importance of protecting users and stated that the issue was not just about criticism but involved attacks on the Mi Fan community [4][10]. Group 2: Fan Dynamics - The article explores the evolution of Xiaomi's fanbase, noting that Mi Fans have transitioned from mere supporters to active participants in the company's operations, often influencing brand decisions through protests and social media [10][19]. - Xiaomi's initial success was largely attributed to its dedicated fanbase, which provided marketing support and product feedback during its early days [11]. - The extreme reactions from some fans have created a challenging environment for Xiaomi's PR, where any criticism is met with hostility from loyal supporters [13][17]. Group 3: Brand Perception and Marketing - The perception that Xiaomi relies solely on marketing has been a point of contention, with Lei Jun arguing that this view undermines the company's technological capabilities [25][27]. - The article highlights the negative impact of emotional and polarized public discourse on Xiaomi's brand image, suggesting that rational voices are often drowned out by more extreme opinions [17][30]. - Xiaomi's brand Net Promoter Score (NPS) has declined to 65.4, down approximately 8.5 points, indicating a growing concern over user sentiment and external perceptions [19][20]. Group 4: Future Directions - Lei Jun has indicated a strategic shift towards investing in core technologies to transition Xiaomi from an internet company to a technology-driven enterprise, acknowledging past missteps in market positioning [30][33]. - The article suggests that Xiaomi's ability to innovate and compete across various sectors, such as home appliances and automotive, is rooted in its strong engineering capabilities and systematic approach [33]. - The need for a balanced approach in addressing both fan concerns and broader market perceptions is emphasized, advocating for a focus on the majority of users rather than being overly reactive to vocal minorities [24].

今天上午，A股三大股指齐涨。截至上午收盘，上证指数上涨0.3%，深证成指上涨0.57%，创业板指上涨0.1%。上午，市场大幅放量，成交额为20614亿 元，较昨日上午增加2963亿元。 盘面上，有色金属、AI应用、商业航天、算力、消费电子、多元金融等板块上涨。 个股方面，消费电子龙头股蓝思科技（300433）涨超12%，盘中股价创历史新高，最新市值为2009亿元。鼎泰高科（301377）、源杰科技、云南锗业 （002428）等细分领域龙头股上涨，盘中股价均创历史新高。 商业航天板块上涨 今天上午，商业航天板块再度走强，掀起涨停潮，其对盘面产生了明显的带动作用：一方面，带动军工股走强；另一方面，多元金融、风电、光伏、碳纤 维、工程机械等板块，也受益商业航天板块交易逻辑扩散。 | 1 | 商业航天 2511.42 1.73% | | € | | --- | --- | --- | --- | | 基金 成分股 | 资金 | 板块分析 | 新闻 | | ●展开分析 | 最新 | 涨幅 = | 流通市值 | | 信科移动-U 融 688387 | 15.84 | 20.00% | 319亿 | | 首板涨停 最终涨停 ...

【#苹果回应房颤记录医疗器械获批# 】近日，国家药品监督管理局批准苹果公司"移动脉率房颤迹象记 录软件"获得"进口医疗器械（注册）第二类"资质。据悉，国家药品监督管理局公示页面显示，移动脉 率房颤迹象记录软件（Atrial Fibrillation History Feature）已于2025年12月26日获批。苹果这款产品由手 表端与手机端组成，属于第二类医疗器械。对此，苹果公司回应媒体表示"近期已获得经国家药品监督 管理局批准的移动脉率房颤迹象记录软件的医疗器械注册证（国械注进20252210606）。正在按照正规 流程办理相关手续。"#苹果手表新功能房颤历史获药监局批准# @共富财经 ...

苹果公司近期向美国证交会（SEC）提交的文件显示，公司首席执行官蒂姆·库克2025年的总薪酬为 7429.48万美元，较2024年的7460万美元略有下降。 在海外市场，苹果公司正面临来自印度监管机构的潜在法律挑战。印度竞争委员会在一份提交给德里高 等法院的文件中为其一项新的反垄断法规进行辩护，该法规允许根据企业的全球营业额计算罚款，以增 强对跨国公司的威慑力。苹果公司此前已就此提起诉讼，认为这可能使其面临高达380亿美元的罚款风 险。德里高等法院计划于1月27日审理此案。 当地时间1月8日，美股三大指数收盘表现分化，其中纳斯达克综合指数承压收跌。苹果公司股价当日下 跌0.50%，成交额为128.47亿美元，这已是该股连续第七个交易日收跌。同一日，谷歌母公司Alphabet股 价则收涨1.07%，市值进一步升至约3.93万亿美元，连续第二日超越苹果，将双方的市值差距拉大至约 1020亿美元。 市场观点普遍认为，苹果与Alphabet近期市值排名的逆转，反映了两家公司在人工智能战略方向上的分 野。Alphabet凭借其生成式AI模型Gemini的进展以及全栈式AI布局，在2025年股价累计大幅上涨。而苹 果在生 ...

Group 1: CES Overview and Trends - Las Vegas hosts over 22,000 commercial events annually, contributing more than $10 billion in revenue, with CES being the most significant event [1] - CES has evolved through various technology trends over the past 15 years, including the rise of drones, smart home devices, and AI [2] - The focus of CES 2026 shifted to embodied AI and humanoid robots, indicating a transition from novelty to serious commercial discussions [2] Group 2: Rise of Chinese Companies - Chinese exhibitors have significantly increased in presence and quality at CES, moving from peripheral displays to central exhibition halls [3][4] - In 2019, Chinese exhibitors peaked at approximately 30% of total participants, and over 1,300 Chinese companies participated in the latest CES, reaffirming their dominance as the largest foreign presence [3] - Chinese companies have transitioned from low-cost manufacturing to showcasing core technologies, with over 40% of CES 2026 Innovation Awards going to Chinese firms [4][5] Group 3: Lenovo and Hisense's Strategic Moves - Lenovo hosted its Tech World conference at the Sphere, marking a significant event for the company and showcasing its industry position [6] - The presence of major tech leaders at Lenovo's event highlighted its status as a leading consumer electronics company [6] - Lenovo became the official technology partner for the FIFA World Cup 2026 and 2027, emphasizing its commitment to global sports marketing [7][9] Group 4: Robotics and AI Developments - Humanoid robots emerged as a key focus at CES 2026, showcasing advancements in AI and commercial viability with costs reaching around $20,000 [10] - The competition in the robotics sector is intensifying among China, the U.S., and South Korea, with each region adopting different strategies for ecosystem integration [11] - Chinese robotics companies are increasingly entering the global market with a focus on commercial applications, moving beyond mere technology demonstrations [12][13] Group 5: Market Dynamics and Future Outlook - The robotics industry is shifting from feasibility to long-term deployment, with Chinese firms leveraging their manufacturing capabilities for sustained operations [13][14] - Companies like UBTECH and Yush Robot are achieving significant milestones in production and government contracts, indicating a stable demand in the early market [14] - The evolution of Chinese companies from supporting roles to industry leaders reflects a broader trend of defining industry standards and enhancing brand recognition [14]

关于业绩变动原因，公告给出三点说明： 其一，2025年公司营业收入预计在40.37亿元至42.16亿元之间，同比增长约13%-18%，主要得益于业务波动不利影响显著缓解，创新消费电子、汽车电子和 健康环境等板块业务协同稳定发展； 其二，公司持有的参股公司股份产生较大的公允价值变动收益，预计增加归属于上市公司股东的净利润3.81亿元； 其三，期间费用有一定幅度增长，原因包括公司坚持创新驱动，加大技术研发投入，开拓新业务、新产品和新客户，深化国际化布局，本年度实施新一期股 权激励计划新增股份支付费用2006.52万元，以及汇率波动等因素。 1月8日，盈趣科技发布2025年年度业绩预告，预计实现归属于上市公司股东的净利润5.4亿元至6.6亿元，较上年同期的2.515246亿元增长114.69%至 162.40%；基本每股收益为0.72元/股至0.88元/股，上年同期为0.33元/股。 扣除非经常性损益后，公司预计实现净利润2.2亿元至2.6亿元，较上年同期的2.380857万元变动幅度为下降7.60%至上升9.20%。 ...