Core Viewpoint - Xiaomi is undergoing significant changes in response to public sentiment, aiming to regain lost trust and goodwill among its user base [1]. Group 1: Termination of Collaboration - Xiaomi has officially terminated its collaboration with KOL "万能的大熊" following public backlash, with the new PR head, Xu Jieyun, issuing a public apology [3][4]. - The decision to end the partnership was made after it was revealed that Xiaomi had engaged with the controversial influencer, which led to strong discontent among core users who felt betrayed [4][5]. Group 2: Public Reaction and Controversy - The controversy arose because "万能的大熊" was previously viewed as a critic of Xiaomi, leading to accusations that the company was capitulating to its detractors by seeking collaboration [5]. - Users expressed that while they support marketing collaborations, they oppose partnerships with individuals who have a history of disparaging the brand [5]. Group 3: Changes in Leadership Approach - Xiaomi's leadership, particularly Lei Jun, is showing a shift in strategy by adopting a more humble approach and focusing on consumer feedback, as evidenced by recent public communications [7][9]. - The company is making efforts to rectify past marketing missteps and is committed to restoring its reputation among consumers [9].

专题：2026年度国际消费电子展(CES) 新浪科技讯 2026年1月7日，联想集团董事长兼 CEO 杨元庆在媒体见面会期间表示，联想与通用大模型 厂商并非竞争关系，而是互补关系。通用智能擅长公共智能，而联想聚焦企业智能和个性化智能，未来 公共智能仍需要终端作为入口，形态可能不止于 PC，还包括眼镜、可穿戴设备等。 杨元庆强调，AI 时代不存在"赢者通吃"。过往互联网与硬件产业已多次证明，无论是互联网巨头尝试 自研硬件，还是硬件厂商单打独斗，都难以成功，产业必须协同发展。未来 AI 生态将延续分工协作模 式。 他指出，硬件依然是用户进入 AI 的重要入口。在不同场景下，联想将与具备不同优势的伙伴合作：云 端 AI 主要依托英伟达，PC 端由英特尔和 AMD 赋能，而在手机和可穿戴等对功耗敏感的领域，高通具 备领先优势。 杨元庆强调，AI 时代不存在"赢者通吃"。过往互联网与硬件产业已多次证明，无论是互联网巨头尝试 自研硬件，还是硬件厂商单打独斗，都难以成功，产业必须协同发展。未来 AI 生态将延续分工协作模 式。 他指出，硬件依然是用户进入 AI 的重要入口。在不同场景下，联想将与具备不同优势的伙伴合作：云 ...

专题：2026年度国际消费电子展(CES) 专题：2026年度国际消费电子展(CES) 新浪科技讯 2026年1月7日，联想集团董事长兼 CEO 杨元庆在CES媒体见面会上表示，当前距离真正意 义上的通用人工智能（AGI）仍有很长的路要走，仅依靠堆叠数据和算力并不足以实现"在所有方面都 超越人类"的智能目标。即便在围棋、国际象棋等领域机器已明显强于人类，人们真正关注的依然是人 与人之间的竞争，AI更多扮演的是赋能角色。 杨元庆指出，AI的核心价值在于赋能于人、赋能于企业。联想提出的"混合式AI"理念，强调让AI在具 体场景中解决实际问题，提升效率和生产力，这才是AI走向AGI、更具社会意义的发展路径。 责任编辑：丁文武 新浪科技讯 2026年1月7日，联想集团董事长兼 CEO 杨元庆在CES媒体见面会上表示，当前距离真正意 义上的通用人工智能（AGI）仍有很长的路要走，仅依靠堆叠数据和算力并不足以实现"在所有方面都 超越人类"的智能目标。即便在围棋、国际象棋等领域机器已明显强于人类，人们真正关注的依然是人 与人之间的竞争，AI更多扮演的是赋能角色。 杨元庆指出，AI的核心价值在于赋能于人、赋能于企业。联想提出 ...

责任编辑：丁文武 杨元庆谈在Sphere开发布会：这个场地当然很震撼，但如果一家公司没有实在创新，没有技术实力，就 算选择再炫酷的场地，也是没有用的。科技公司的成功靠的是内力与创新。我们之所以能邀请那么多科 技领袖来我们的活动，靠的是创新，我们是一家扎实有竞争力的科技创新企业。 专题：2026年度国际消费电子展(CES) ...

在AI硬件领域，各类产品也正朝着更细分、更实用的方向发展：AI玩具在陪伴场景中不断深化细分， AI戒指等设备与健康监测结合得更为紧密，AI眼镜赛道则涌入更多玩家。 记者从极米科技获悉，公司在展会上发布了AI眼镜品牌"MemoMind"。据介绍，MemoMind One代表了 极米在消费级AI显示上的技术高度，MicroLED+光波导方案，能提供足够丰富的视觉信息，满足从消 息提醒到图形化导航等多种需求，产品预计会在2026年稍晚正式发售。 2026年国际消费电子展会（CES 2026）火热进行中，中国科技军团以前沿的AI硬件与机器人等产品参 展，吸引全球市场目光。从人形机器人走向实用化、AI眼镜等硬件加速渗透，到智能家居等创新场景 涌现，AI全域落地的浪潮正转化为明确的产业订单与合作机遇。 展会期间，产业链公司战略合作与产能扩张信号频传。谷歌与中国AR企业XREAL达成长期硬件战略合 作，推动Android XR生态落地；禾赛科技宣布为满足机器人等领域的增长需求，规划将激光雷达年产能 于2026年实现倍增…… 从核心部件到整机方案，中国产业链的成熟产能与快速响应能力，正成为本轮AI浪潮产业化的重要支 撑。随着 ...

1月7日晚间，小米集团创始人、董事长、CEO雷军开启直播。 谈到新一代SU7涨价，雷军表示："新一代SU7从里到外都有大的进步，在今天整个成本大涨的情况下很难做到加量不加价，而且我们加了好几万的配置， 所以肯定做不到，也请朋友们能够谅解，当然我看到更多的评论是觉得这个预售价非常非常厚道。" 每经编辑｜金冥羽 雷军再次谈及小字营销："我被小字营销搞怕了，所以我现在要求他们力求准确。网友们觉得哪里不对就立刻投诉，督促去改。" 对于"营销大师"的标签，雷军回忆称，"营销大师"这个标签源于2013年或2014年一档娱乐节目，节目中两个团队PK，一个由他领队，另一个由刘强东领 队。对方小组商量千万别跟雷军比营销，理由是他能卖出几十万台手机，后来这一说法就被放大了。 "现在我一听到'营销'这两个字，都有点恶心。要是友商说小米营销做得好，那多半是污蔑，或者带有恶意。"雷军坦言，当初在节目里那样说只是为了制 造效果，本就是开玩笑，没想到被友商和竞争对手加以利用。 "实话实说，我觉得营销是个中性词，其实营销做得好，显然在正常的情况下是一种夸奖。但对我这样一个工程师，对小米这样一个技术公司说只靠营 销，各位你细品。" 雷军还调侃 ...

全球最大存储芯片商三星电子总裁警告，半导体供应问题将影响所有人，组件成本正在上涨。尽管三星试图避免转嫁成本，但不得不考虑对全线产品重新定价。这 表明，从智能手机、笔记本电脑到联网家用电器，广泛的电子消费品或将迎来一轮涨价潮。 随着全球内存芯片供应短缺加剧，全球最大的存储芯片制造商三星电子发出警告，成本飙升可能迫使整个电子行业提高产品价格，这一趋势甚至将波及 三星自身的消费电子产品线。 1月7日，据彭博报道，三星电子总裁兼全球营销主管Wonjin Lee在接受采访时明确表示， 半导体供应问题将影响所有人，组件成本正在上涨。 报道称，尽管公司不希望将负担转嫁给消费者，但Lee坦言， 公司已不得不开始考虑重新定价其产品。这表明，从智能手机、笔记本电脑到联网家用电 器，广泛的电子消费品或将迎来一轮涨价潮。 《韩国经济日报》日前援引知情人士消息，三星电子与SK海力士计划在2026年第一季度将服务器DRAM价格较2025年第四季度大幅提升60%至70%， 并向个人电脑与智能手机客户提出了相近幅度的涨价方案。 全行业面临成本压力 来源：华尔街见闻 尽管三星作为全球最大的存储制造商，相比无法为其产品自行制造内存的竞争对手处于 ...

Group 1 - The core viewpoint is that a "cost storm" driven by soaring memory prices is reshaping the hardware industry, with most OEMs expected to raise prices significantly in the first half of 2026, potentially leading to a decline in shipments of Android phones and Windows PCs throughout the year [2][6][7] - Morgan Stanley predicts that DRAM contract prices will rise by 40-70% quarter-on-quarter in Q1 2026, while NAND prices are expected to increase by 30-35%, far exceeding previous expectations [6][7] - Apple has locked in favorable memory prices and plans to maintain its product pricing, which is expected to help it gain market share for iPhones and Macs in 2026 [3][9] Group 2 - The shortage of hard disk drives (HDD) is worsening, with a projected supply gap of 200EB over the next 12 months, up from a previous estimate of 100-150EB [4][12] - Major cloud service providers are resorting to temporary measures, such as using enterprise-grade solid-state drives (eSSD), to partially meet storage demands, although eSSD is less efficient than HDD from a total cost of ownership perspective [13][14] - HDD manufacturers are reluctant to expand total production capacity but are reallocating capacity from consumer-grade applications to cloud and nearline storage to meet growing demand [16] Group 3 - OEMs like Dell and HP are expected to initiate large-scale layoffs to protect operating profit margins due to rising cost pressures, similar to the memory supercycle of 2017-2018 [19] - PC OEMs are reducing bill of materials costs by replacing 512GB storage configurations with 256GB options while maintaining entry-level pricing through cost-sharing with component suppliers [20] - The demand for AI servers is strong but profit margins remain low, with ongoing price competition among major OEMs like Dell, HPE, and Supermicro [22]

Group 1: Automotive Industry - Nvidia launched the Alpamayo inference driving model at CES 2026, featuring a 100 billion parameter end-to-end VLA (Vision-Language-Action) model, which enhances the reasoning capabilities for novel scenarios and provides interpretability for driving decisions [5][10] - The introduction of simulation tools like AlpaSim and a 1700-hour physical AI open dataset supports autonomous driving training and testing, aiming to create a comprehensive autonomous driving solution [10][11] - The demand for autonomous driving features is increasing, becoming essential for consumers when choosing vehicles, with expectations for L2++ and L4 Robotaxi technologies to proliferate globally [12][11] Group 2: Electronics Industry - The consumer electronics and components sector showed significant performance improvement in 2025, with the PCB industry leading in growth due to rapid iterations and shipments of AI products [6][15] - Traditional categories like smartphones and PCs maintained stable growth, while AI glasses and AI servers exhibited rapid growth trends [16][19] - Investment strategies for 2026 focus on key players in the Apple, Huawei HarmonyOS, AI glasses, and OpenAI hardware sectors, indicating a new cycle of innovation in consumer electronics [17][20] Group 3: Chemical Industry - Salt Lake Co. reported an expected net profit of 82.9-88.9 billion yuan for 2025, a year-on-year increase of 77.78%-90.65%, driven by the recovery in potassium and lithium prices [22][24] - The company plans to acquire a 51% stake in Minmetals Salt Lake to expand its potassium and lithium resources, with projected net profits for 2025-2027 revised upwards [23][24] - The production of potassium chloride is expected to be approximately 4.9 million tons in 2025, while lithium carbonate production is projected at 46,500 tons, reflecting a strategic focus on resource control and high-quality development [24][22] Group 4: Investment Recommendations - The automotive sector is advised to focus on companies like Desay SV, Huayang Group, and XPeng Motors, which are expected to benefit from advancements in autonomous driving technology [13] - In the electronics sector, companies such as Industrial Fulian, Luxshare Precision, and GoerTek are highlighted as beneficiaries of the AI computing and terminal resonance [20][19] - Salt Lake Co. is recommended for investment due to its strong market position in potassium and lithium resources and the anticipated growth from the acquisition of Minmetals Salt Lake [23][22]

Group 1 - The core point of the article is that Xiaomi Group-W has been actively repurchasing its shares, with a total of 11.55 million shares bought back over three consecutive days, amounting to 448 million HKD [2] - On January 7, the company repurchased 3.90 million shares at a price range of 38.120 to 38.200 HKD, with a total repurchase amount of 14.8836 million HKD [2] - The stock price of Xiaomi Group-W closed at 38.160 HKD on the same day, reflecting a decline of 1.55%, while the total trading volume for the day was 7.325 billion HKD [2] Group 2 - Since January 5, the stock has experienced a cumulative decline of 5.26% during the repurchase period [2] - The detailed repurchase information shows that on January 6, 385,000 shares were repurchased at a maximum price of 38.900 HKD and a minimum price of 38.860 HKD, totaling 14.967 million HKD [2] - On January 5, 380,000 shares were repurchased at a maximum price of 39.320 HKD and a minimum price of 39.220 HKD, with a total repurchase amount of 14.92913 million HKD [2]