证券日报网讯2月11日，传音控股在互动平台回答投资者提问时表示，股价波动受多种因素影响，公司 会持续加强与投资者沟通，努力做好生产经营工作。 ...

来源：六里投资报 华商基金胡中原，是市场上少见的能涨抗跌的基金经理。 熊市不亏钱，牛市跑得快； 他也是我们近年一直大力推荐的TOP30基金经理人选，点此具体查看。 Choice数据显示，自胡中原2019年3月出任华商润丰基金经理以来，连续7年都实现正收益，即使在 2022，2023的熊市中也没亏钱； 截至今年2月10日，任职回报381.88%，年化收益高达25.57%。 另据中国银河证券统计，该基金近3年、近5年业绩均位列同类前10。（数据截至2026.1.31，近3年净值 增长145.39%，近5年净值增长175.8%） 从胡中原过往履历来看，他在华商是从货币基金起步成长起来的； 是公募基金中少有的"股债双栖"型基金经理，能够同时驾驭权益和固收两大类资产。 胡中原曾经表示："债券投资教会我永远先计算向下空间"， 在实践中逐渐形成了以"风险收益比"为第一要义的投资哲学； 这可能也是他在7年管钱生涯中坚持控制风险，从而保住胜果，做到年年正回报，年年战胜市场指数。 胡中原在2025年三季度曾大幅减仓，并在四季度维持50%左右的低仓位运作，还将前十大重仓的集中度 进一步下调到了仅10%以头； 同时，组合内的持仓结构 ...

截至收盘，中证智能电动汽车指数上涨0.5%，国证机器人产业指数下跌1.1%，中证消费电子主题指数下跌1.3%，中证物联网主题指数下跌1.4%，资金逆势 布局，机器人ETF易方达（159530）全天净申购超7000万份。Wind数据显示，截至昨日，机器人ETF易方达（159530）已连续7个交易日获资金布局，合计 7.6亿元。 中信证券指出，当前，机器人产业正处于从"技术愿景"向"产业实景"跃迁的关键奇点，这不仅是一场关于算力、算法与精密制造的技术竞赛，更是一场关于 国家意志与制度效率的战略长跑。 每日经济新闻 ...

快科技2月11日消息，华为推出"阔折叠"Pura X后，取得了不错的市场效果（累计激活销量突破100万台 大关），所以在这个新机上进行迭代升级也是情理之中的事情。 据国内媒体报道称，华为要推出的全球首台"阔大折"Pura X2，屏幕、续航等都进行了大升级，但售价 上华为却良心了很多，相比Pura X要更亲民。 具体来说，华为Pura X2内屏将采用7.69英寸WQHD+分辨率面板，这比前代Pura X的6.3英寸内屏有大幅 增加。 此外，Pura X2将继续坚持16:10的"阔比例"设计，而外屏尺寸也将从Pura X的3.5英寸大幅提升至5.5英 寸。 新机还将搭载麒麟9030芯片，同时有望配备"红枫四摄影像系统"，包括5000万像素主摄、4000万像素超 广角镜头、800万像素长焦镜头以及一颗150万多光谱通道红枫原色摄像头。 有消息称称，该机预计将在2026年上半年发布。也有消息指出，Pura X2的发布时间可能在2026年第二 季度。 至于大家关心的售价，Pura X当时上市公布的售价是7499元起，如果上述消息真实，那么会不会是6999 元起呢？ 具体来说，华为Pura X2内屏将采用7.69英寸WQ ...

（编辑 姚尧） 证券日报网讯 2月11日，爱施德在互动平台回答投资者提问时表示，公司是荣耀品牌的全渠道零售服务 商，并与荣耀在国内及澳洲、东南亚、中东、非洲等海外市场保持紧密合作关系，助力荣耀品牌实现全 球化布局。上市公司估值受多方面因素影响，如市场环境、政策支持、流动性等因素，同时也受公司自 身的业绩与发展情况等多方面因素共振，公司将继续专注高质量可持续发展，用更好的成绩回馈投资者 的信赖。 ...

Core Viewpoint - Wanxiang Technology (301180) is expected to turn profitable in 2025, with a projected net profit attributable to shareholders ranging from 3.2 million to 4.8 million yuan, significantly improving from a loss of 16.39 million yuan in the previous year, driven by increased market share in consumer electronics, new business growth, and reduced losses in the new energy sector [1][2]. Business Performance - The company anticipates a substantial recovery in 2025, with net profit estimates between 3.2 million and 4.8 million yuan, a notable improvement from the previous year's loss of 16.39 million yuan [2]. - Key factors contributing to this performance include an increase in market share within the consumer electronics sector, the ramp-up of new business initiatives, and a reduction in losses from new energy power and storage operations [2]. Business Developments - On February 2, 2026, the company's stock price experienced a significant increase of 7.00%, with a trading volume reaching 293 million yuan [3]. - The company is making progress in product testing for touch pens and AI glasses, while also expanding its micro lithium-ion battery business into overseas markets for use in smart wearable devices [3]. Capital Flow - In the week of January 18, 2026, the main capital saw a net inflow of 12.79 million yuan, with the stock price reaching a nearly one-year high of 18.89 yuan [4]. - As of January 22, 2026, the financing balance stood at 101 million yuan, marking a high point for the past year [4].

Core Viewpoint - Apple aims to maintain the same pricing for the upcoming iPhone 18 Pro and iPhone 18 Pro Max as the current models, despite rising global memory prices, through supply chain optimization and cost control strategies [1][3]. Group 1: Memory Price Trends - DRAM and NAND flash memory prices have significantly increased since the second half of 2025, driven by the expansion of artificial intelligence infrastructure, creating cost pressures across the consumer electronics industry [3]. - Apple has not been significantly impacted by these rising costs due to its strong bargaining power and proactive supply chain management [3]. Group 2: Pricing Strategy - Analysts, including GF Securities' Jeff Pu, believe that Apple's advantages will help it avoid raising prices for the next generation of high-end iPhones, with expected starting prices for the iPhone 18 Pro series remaining at $1,099 (256GB) and $1,199 (256GB) for the iPhone 18 Pro Max [3]. - Renowned analyst Ming-Chi Kuo also noted that Apple's long-term supply agreements and inventory buffers allow it to effectively mitigate risks from memory price fluctuations, emphasizing that maintaining price stability is a key strategic goal for the company [3][4]. Group 3: Supply Chain Management - Apple CEO Tim Cook indicated during the Q1 2026 earnings call that memory and flash costs have not yet materially affected product pricing, but could pose challenges later in the year if trends continue [4]. - Reports from late December 2025 suggested that Apple significantly increased its memory chip orders from Samsung, which could help lower unit costs through economies of scale and potentially reshape its memory supply chain by shifting some orders from Micron and SK Hynix to Samsung [4].

Core Viewpoint - The data indicates significant outflows of main funds from various stocks, particularly in the communication equipment and cultural media sectors, highlighting potential investment risks in these areas [1][2][3] Group 1: Stock Performance and Fund Flow - The stock with the highest outflow is Xinyiseng, with a fund outflow of 30.50 billion yuan and a decline of 5.46% [2] - Zhongji Xuchuang follows closely with a fund outflow of 29.64 billion yuan and a decrease of 4.28% [2] - Other notable stocks with significant outflows include BlueFocus with 12.91 billion yuan and a drop of 3.57%, and Jiecheng Co. with 12.13 billion yuan but an increase of 4.73% [2] - Cultural media stocks such as Chinese Online and Guanghua Media also experienced outflows of 10.27 billion yuan (down 6%) and 9.38 billion yuan (up 5.09%), respectively [2][3] Group 2: Sector Analysis - The communication equipment sector is heavily impacted, with both Xinyiseng and Zhongji Xuchuang showing substantial fund outflows [2] - The cultural media sector also shows mixed performance, with some stocks like Guanghua Media gaining while others like Chinese Online are declining [2][3] - The home appliance industry, represented by Sanhua Zhikong and Zhao Chi Co., shows minor outflows of 8.30 billion yuan and 7.45 billion yuan, respectively, with slight declines in stock prices [2][3]

2月11日，小米集团-W(1810.HK)今日表现强势，盘中一度涨5.4%报37.5港元。消息面上，雷军昨日于直播宣布，初代SU7正 式停产，最后一辆车型已下线。同时，雷军透露新一代SU7预计4月份上市。 另外，昨晚央视《新闻联播》播放了一段多终端智能体互操作测试版的场景，相关画面展示有三款终端设备，包括两台平 板和一部手机，分别演示智能家居 3D 视图、车机中控、智能语音助手相关功能。有媒体猜测这三款终端设备属于小米品 牌，中间的平板采用刘海屏设计，预计为小米平板 7 Ultra。值得一提的是，小米平板7 Ultra发布于去年5月，首发搭载玄戒 O1旗舰处理器。该平板此次展示了车机页面，或表明HyperOS车机系统已在玄戒芯片上跑通。 港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

Core Insights - Huawei's Smart Life Pavilion in Suzhou, located in a prime commercial area, has opened with a total area exceeding 3,000 square meters, making it the largest of its kind in the country. This opening aims to enhance consumer activity in the region and create a new tech and leisure hotspot as the Lunar New Year approaches [1][4]. Group 1: Store Design and Aesthetics - The store design integrates Eastern aesthetics with modern technology, featuring a panoramic glass facade that creates a transparent and open visual experience. A prominent spiral staircase symbolizes the brand's upward spirit in conjunction with Suzhou's historical significance [3][4]. Group 2: Product and Service Offerings - The store provides a comprehensive smart living experience, covering areas such as smart living, smart office, audio-visual entertainment, health and fitness, and smart travel. It offers a one-stop shopping experience for consumers, particularly in the automotive sector, with a dedicated area for various vehicle models and a smart home exhibition on the third floor [4][7]. Group 3: Impact on Local Economy and Consumer Experience - The opening of the store coincides with the New Year holiday, quickly becoming a key destination for locals and tourists seeking technology and leisure shopping. The store features a premium coffee bar and professional after-sales service, enhancing consumer comfort and service quality. This innovative "technology + experience" model is expected to boost local commercial quality and attract cross-regional traffic, contributing positively to holiday consumption and business upgrades [7].