最近，蔚来李斌就喊话说，汽车最大的成本压力不是在金属原材料，而是在内存上，搞汽车的要跟搞AI的抢内存。 说白了，金属顶多是一两倍的涨，内存是十几倍的涨，就是大家手机、电脑里边内存条，这一年成了涨价王，16GB的DDR4内存模块去年价格暴 涨1800%，DDR5内存模块涨价超过500%。 现在涨到什么程度了？ 一根265G的DDR5服务器内存条价格已经是到4万了，如果100根一盒总价是400万，已经可以在上海一些地方置换一套房了。 而对我们普通人来说，最大影响就是手机、电脑、汽车要涨价，像内存一般占到手机和电脑硬件成本的10%—20%，当他们的价格涨了几倍，那 我们买新电脑或者新手机是不是就得多掏几成的钱呢？就看手机厂商会不会直接把成本转移给消费者了，或者干脆给消费者简配不减价，把手机 悄悄变小。 汽车就更别说了，现在汽车已经相当于是四个轮子的手机，车机、智能座舱、自动驾驶，哪块都离不开大量的内存，这块对内存的需求未来是比 手机、电脑更猛的，被涨价的影响也更大。所以，李斌的喊话就是在说，今年车价可能要绷不住了。 那为什么内存价格涨这么多呢？ 美光在2025年9月暂停报价后，恢复报价的新价格普遍上涨约20%，并宣 ...

Group 1 - Wang Teng, former General Manager of Xiaomi's China Marketing Department, has announced the establishment of a new company named "Today Yixiu," focusing on sleep health products to enhance energy levels [2][4] - The rationale for choosing sleep health and energy management includes the growing concern for sleep as a health issue, the need for improved societal understanding of sleep's value, and advancements in AI technology that can enhance product experiences [4] - The new company has formed an initial team primarily composed of members from leading tech companies like Xiaomi and Huawei [4] Group 2 - Wang Teng publicly apologized for past mistakes and expressed gratitude towards Xiaomi's leadership, indicating a desire to support the company despite his departure [5] - He clarified that rumors regarding his departure, including allegations of leaking confidential information and receiving financial compensation, are false, stating that while there were shortcomings, no illegal actions were committed [5]

王腾最新动向。 1月8日，小米前中国区市场部总经理王腾发文公布最新去向。 王腾表示，从小米离开后开始筹备创业，最近新公司已经成立，公司取名为"今日宜休"，目标是 通过研发睡眠健康相关的产品，让大家能拥有更好的精力状态。 去年9月，小米集团发布主题为《关于对中国区员工王腾违规违纪行为处理的通报》的内部邮 件。该邮件指出，小米集团中国区市场部总经理王腾泄露公司机密信息，且存在利益冲突等严重 违规违纪行为。根据相关制度规定，公司决定给予王腾辞退处分。 当日晚间，王腾在其微博账号上发文称："很惭愧跟大家说声抱歉，过去犯了一些错误，接受该 有的代价。感谢雷总和公司各位领导过去多年的培养和信任，非常不舍离开。未来仍然会一如既 往的支持小米，支持REDMI。"同时，他还在文中透露会先休息一段时间再重新开始。次日，王 腾再发文辟谣，"关于我的离职网上看到很多谣言，都是假消息，简直离谱。说明一下，没有窃 取公司机密出售，没有收人钱财。有失职行为，在深刻反省中，但没有做违法行为！谣言止于智 者，还是请大家多关心未来要上市的新品吧。" 综合自：王腾微博、证券时报此前报道 责编：万健祎 校对： 苏焕文 对于为什么选择睡眠健康、精力管 ...

光大证券此前指出，国内政策发力叠加美元走弱，港股未来或继续震荡上行。港股整体盈利能力相对较 强，同时互联网、新消费、创新药等资产相对稀缺。此外，尽管港股已经连续多月上涨，但是整体估值 仍然偏低，长期配置性价比仍较高。 港股今日再度下行，三大指数午后跌幅明显扩大，恒科指数一度跌超2%，恒指则险守两万六大关。截 止收盘，恒生指数跌1.17%或309.64点，报26149.31点，全日成交额为2682.75亿港元；恒生国企指数跌 1.09%，报9039.34点；恒生科技指数跌1.05%，报5678.34点。 蓝筹股表现 新鸿基地产(00016)领涨蓝筹。截至收盘，涨3.21%，报102.8港元，成交额7.92亿港元，贡献恒指7.39 点。进入2026年，香港楼市的热度延续。美联物业分析师岑颂谦表示，受西沙新盘热销及多个项目推售 带动，预计本月香港一手新房成交量将突破2000宗。大摩预期今年香港住宅楼价将升10%，因内地买家 需求增加，库存消耗、供应有限以及利率下行。 其他蓝筹股方面，中国神华（601088）(01088)涨2.56%，报40.92港元，贡献恒指5.21点；翰森制药 (03692)涨1.75%，报40 ...

证券之星消息，1月8日消费电子板块较上一交易日下跌1.55%，奕东电子领跌。当日上证指数报收于 4082.98，下跌0.07%。深证成指报收于13959.48，下跌0.51%。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) | | | --- | --- | --- | --- | --- | --- | --- | | 300136 | 信维通信 | 76.20 | 13.71% | 168.69万 | | 120.65亿 | | 300322 | 硕贝德 | 31.70 | 10.72% | 124.03万 | | 37.42亿 | | 300647 | 超频三 | 7.25 | 6.93% | 92.70万 | | 6.86亿 | | 300868 | 本美特 | 34.51 | 5.21% | 4.82万 | | 1.66亿 | | 603052 | 可川科技 | 42.00 | 3.93% | 21.72万 | | 260.6 | | 301329 | 信音电子 | 24.05 | 3.66% | 10.72万 | | 2.55亿 | | ...

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 1.17% or 309.64 points, closing at 26,149.31 points, and a total trading volume of 268.275 billion HKD [1] - The Hang Seng Tech Index dropped by 1.05%, while the Hang Seng China Enterprises Index decreased by 1.09% [1] - Everbright Securities noted that domestic policy support and a weaker US dollar may lead to continued fluctuations and potential upward movement in the Hong Kong market, highlighting strong overall profitability and relatively low valuations [1] Blue-Chip Stocks Performance - New World Development (00016) led blue-chip stocks with a rise of 3.21%, closing at 102.8 HKD, contributing 7.39 points to the Hang Seng Index [2] - China Shenhua (01088) increased by 2.56%, while Hansoh Pharmaceutical (03692) rose by 1.75% [2] - Sands China (01928) fell by 4.49%, and Tingyi (00322) dropped by 4.18%, negatively impacting the index [2] Sector Highlights - Large tech stocks faced pressure, with Alibaba and Tencent both declining [3] - The commercial aerospace sector saw significant gains, with Asia Pacific Satellite rising over 20% [4] - Semiconductor stocks performed well, with Tian Shuo Zhi Xin (09903) increasing by 8.44% and Shanghai Fudan (01385) rising by 5.27% [3] - The brain-computer interface sector gained attention, with companies like Brainhole Technology (02203) and Micro-Innovation Brain Science (02172) seeing notable increases [4][5] New Listings and Market Movements - New listings included Zhipu AI (02513), which rose by 13.17% on its debut, becoming known as the "first stock of large models" [7] - COSCO Shipping Energy (01138) saw a strong performance, increasing by 7.09% amid rising demand for legal oil tankers due to geopolitical dynamics [8] - Xindong Company (02400) also performed well, rising by 6.46% following the global launch of its mobile game [9] HSBC Holdings Update - HSBC Holdings (00005) faced pressure, declining by 2.28% as it held a court meeting and shareholder meeting to vote on a privatization proposal valued at approximately 290.3 billion HKD [10] - The proposed buyout price is set at 155 HKD per share, representing a 30.3% premium over the previous closing price [10]

Core Viewpoint - TCL showcased its innovative technologies and products at CES 2026, emphasizing its leadership in display technology and smart home solutions, aiming to redefine user experiences across various applications [1][25]. Group 1: Display Technology - TCL introduced the world's first SQD-Mini LED display technology, which offers significant advantages such as 100% BT2020 color gamut, ultra-high brightness, and superior contrast ratios, positioning it as a leader in the Mini LED market [3][5]. - The flagship TCL X11L television, featuring SQD-Mini LED technology, achieved a revolutionary viewing experience with over 20,000 local dimming zones and peak brightness of 10,000 nits, setting new standards for color accuracy and contrast [5][25]. - TCL's QD-Mini LED technology was also highlighted in its 57-inch gaming monitor, providing an immersive 32:9 aspect ratio and dual 4K resolution at 120Hz, enhancing the gaming experience [7]. Group 2: Mobile and Small Screen Innovations - The TCL NXTPAPER 70 Pro smartphone, equipped with NXTPAPER 4.0 eye-care display technology, received international certifications for eye protection and offers multiple display modes for different usage scenarios [8][10]. - The TCL Note A1 NXTPAPER electronic notepad features a paper-like display and AI tools for real-time text conversion and translation, enhancing productivity for users [10]. Group 3: Smart Home Solutions - TCL's C7 AI Health Air Conditioner introduces an innovative sleep temperature curve and AI algorithms to improve sleep quality by 25%, along with a noise reduction system for a quieter environment [15]. - The GeniusFresh refrigerator series incorporates advanced Wi-Fi technology and air purification systems to maintain food freshness, while the AI washing machine offers a large capacity and smart washing features [17]. Group 4: AI and Robotics - TCL unveiled the AiMe, a split AI companion robot designed to enhance daily life with interactive capabilities and smart home integration, showcasing the company's commitment to AI technology [21]. - The introduction of the Thunder X3 Pro Project eSIM smart glasses marks a significant advancement in AR technology, enabling independent communication and interaction without reliance on smartphones [12]. Group 5: Sustainability and Customization - TCL presented its sustainable materials initiative with the ECORA project, utilizing recycled materials for personalized consumer products, reflecting its commitment to environmental responsibility [24][22]. - The company also showcased its smart home energy solutions, integrating solar technology with smart management systems to promote sustainable living [22]. Group 6: Market Position and Future Outlook - TCL's global TV shipment volume ranked second worldwide in the first three quarters of 2025, with a 29.4% market share in Mini LED TVs, indicating strong market performance [25]. - As a global partner of the Olympics, TCL aims to enhance the viewing experience at major sporting events, reinforcing its brand presence and commitment to innovation in the sports sector [25].

2026年1月6-9日，全球新产品、新技术、新趋势的风向标——国际消费电子展(CES)在美国拉斯维加斯盛大举行。作为本届CES参展面积最大的中国品 牌，TCL携全球首创SQD-Mini LED显示技术惊艳亮相，并展出年度机皇TCL X11L、TCL小蓝翼C7 AI健康空调新一代睡眠系列、搭载最新NXTPAPER 4.0 护眼显示技术的手机TCL NXTPAPER 70 Pro、NXTPAPER PURE类纸显示电子手写本TCL Note A1 NXTPAPER等智能终端系列新品，显现出不凡科技实 力。 值得关注的是，TCL电子更突破性推出NXTPAPER Pure显示技术，搭载该技术的TCL Note A1 NXTPAPER电子手写本，集「真纸感显示」、「全能AI助 手」和「专业级书写」于一体。这款新品旨在颠覆用户的学习、创作与信息处理体验。Note A1结合3A晶盾玻璃，在任何光线下屏幕均如真实纸张般自 然；内置AI工具箱，能够支持手写内容实时转文本、智能翻译等核心功能，全面赋能用户的工作和学习；配备8192级压感、<5ms超低延迟的T-Pen Pro手 写笔，完美还原真实纸笔的阻尼与质感。 更颠覆："更颠 ...

新年伊始 龙卡分期福利继续 小米产品以旧换新商品和正价商品均享受 龙卡信用卡的 双双双重重重福福福利利利 购买 指定商品 使用 建行信用卡分期支付 至至至至至至至至高高高高高高高高22222 222244444 4444期期期期期期期期分分分分分分分分期期期期期期期期购购购购购购购购 分期满减优惠 至至至至至至至至高高高高高高高高立立立立立立立立减减减减减减减减22222 222211111 111166666 6666元元元元元元元元 快来小米商城、小米之家 分期至高满减216元 挑选你的心仪产品吧 活动时间 01 2026年1月1日至2026年3月31日 活动时间 01 2026年1月1日起至2026年12月31日 活动内容 02 活动期间，持卡人在小米商城、小米之家购买指定商品并在支付时选择使用 龙卡信用卡 （商务卡、专项分期卡、外币单标卡、美国运通人民币信用卡除外）进行分期支付， 可享至 高24期0分期利息 （0分期利息时，近似折算年化利率（单利）为0%） 。 活动内容 02 活动期间，持卡人在小米商城、小米之家购买指定商品（含以旧换新类指定商品）并在 支付时选择 卡号62开头的龙卡信用卡银联单标卡 ...

1月8日上午，原小米高管王腾在社交媒体发文透露最新去向。 王腾表示，自己离开小米后就开始筹备创业，最近新公司已经成立，名为"今日宜休"，"目标是通过研 发睡眠健康相关的产品，让大家能拥有更好的精力状态"。而团队的核心成员主要来自小米、华为等头 部科技大厂。 公开资料显示，王腾早年曾在OPPO担任产品战略经理，2016年正式加入小米集团，历任产品经理、 Redmi产品总监、河南分公司总经理等。2024年，他晋升为REDMI品牌总经理及中国区市场部总经理， 成为小米核心高管之一。 加入小米仅8年的时间，王腾便做到了小米中国区市场部总经理，并兼任REDMI品牌总经理，坊间普遍 认为其颇受雷军器重。 去年9月，王腾因"泄露公司机密信息，且存在利益冲突等严重违规违纪行为"被小米集团辞退，引发广 泛关注。 本文系观察者网独家稿件，未经授权，不得转载。 为什么这个方向？王腾解释道，"睡眠、精力已经成为每个人都关心的健康问题。"以他本人为例，他表 示自己近几年的工作强度和压力比较大，每次前一天睡眠不好，第二天就会感觉很疲惫，从小米离开那 段时间压力巨大，更是如此。在与周围朋友的交流中，他发现"因生活工作压力导致睡眠质量差、精 ...