智通财经APP讯，小米集团-W(01810)发布公告，于2026年1月5日，该公司斥资1.49亿港元回购380万 股。 ...

1月5日，据报道，三星计划2026年将在8亿移动设备上部署谷歌的Gemini AI。报道称，去年该公司成功 在大约4亿台移动设备（包括智能手机和平板电脑）上部署了由Gemini驱动的AI功能。 1月5日，据报道，三星计划2026年将在8亿移动设备上部署谷歌的Gemini AI。报道称，去年该公司成功 在大约4亿台移动设备（包括智能手机和平板电脑）上部署了由Gemini驱动的AI功能。 ...

该投屏器主要面向会议演示、教育培训等使用场景，旨在提供稳定、低延迟且无需复杂网络配置的无线 显示解决方案。 贝尔金在2026年度国际消费类电子产品展览会上推出了一款名为Connect Air Wireless的无线投屏设备， 主打即插即用功能，可在不依赖Wi-Fi或蓝牙连接的情况下实现笔记本电脑、手机及平板等设备的无线 画面共享。 该产品定价为150美元，约合人民币1051元。套装配备一个USB-C接口的发射端转接器和一个USB-A转 HDMI的接收端装置，支持最远40米的无线传输距离，输出画质可达1080p分辨率，刷新率为60Hz，画 面延迟控制在80毫秒以内。 设备支持最多8个发射端同时接入并进行屏幕共享，适用于具备DisplayPort Alt Mode功能的USB-C设 备。兼容范围涵盖运行Windows、macOS和ChromeOS系统的笔记本电脑，以及搭载M1、M2芯片的iPad Pro与iPad Air等平板型号。此外，具备视频输出功能的智能手机也可正常使用。 贝尔金在2026年度国际消费类电子产品展览会上推出了 一款名为Connect Air Wireless的无线投屏设备，主打即 插即用功能 ...

2026.01. 05 本文字数：2670，阅读时长大约5分钟 作者 | 第一财经 魏中原 新年第一个交易日，A股情绪高涨实现"开门红"。上证指数再上4000点，报收4023.42点。另外， 科创综指大幅上扬，单日涨幅达到3.61%。 股市上涨动力何来？据第一财经记者统计，截至1月5日午盘，已有37家上市公司发布2025年度业绩 预告，涵盖有色金属、半导体、消费电子、新能源等多个行业，这批"先遣部队"的业绩成色，成为 观测上市公司全年经营态势与行业景气度的重要窗口。 从预告数据看，多数公司业绩实现显著增长，其中紫金矿业（601899.SH）、盐湖股份 （000792.SZ）、天赐材料（002709.SZ）等15家行业龙头企业净利润增幅均超50%，展现出较 强的成长性。这些业绩增长背后，既有行业景气度提升的推动，也有企业自身战略调整和产品结构优 化的贡献。 盘面上，资金对这些绩优龙头股青睐有加，截至1月5日收盘，盐湖股份涨停，续创2022年7月以来 新高，三花智控（002050.SZ）、紫金矿业收盘均刷新历史高点。 上游资源品的另一巨头盐湖股份的业绩预告显示， 2025年的氯化钾产品价格较上年同期有所上升 ， ...

Group 1: Market Overview - The A-share market experienced a strong start to the new year, with the Shanghai Composite Index surpassing 4000 points, closing at 4023.42 points, and the Sci-Tech Innovation Board Index rising by 3.61% in a single day [2] - As of January 5, 37 listed companies had released their performance forecasts for 2025, covering various industries such as non-ferrous metals, semiconductors, consumer electronics, and new energy, providing insights into the overall operational trends and industry prosperity [2][4] Group 2: Performance Forecasts - Among the 37 companies that released forecasts, 12 expect profit increases, 1 anticipates continued profitability, 14 expect slight increases, 1 expects a slight decrease, 5 are projected to continue losses, and 4 have uncertain forecasts [4] - Leading companies in the non-ferrous metals and new energy materials sectors have shown particularly strong performance, with price increases for key products significantly impacting earnings [4] Group 3: Non-Ferrous Metals Sector - Zijin Mining announced a profit increase forecast, expecting a net profit attributable to shareholders of 51 to 52 billion yuan for 2025, a year-on-year increase of 59% to 62%, driven by increased production and sales prices of key mineral products [5] - The company anticipates gold production to reach approximately 90 tons, a 23.3% increase from 73 tons in 2024, with copper and silver production remaining high [5] Group 4: Other Resource Companies - Salt Lake Potash's performance forecast indicates a significant increase in net profit for 2025, expected to be between 8.29 billion and 8.89 billion yuan, representing a year-on-year growth of 77.78% to 90.65%, driven by rising prices and sales volumes of potassium chloride and lithium carbonate [6] - Tianqi Lithium, a leader in lithium battery materials, expects a net profit of 1.1 to 1.6 billion yuan, a year-on-year increase of 127.31% to 230.63%, due to growing demand in the new energy vehicle and energy storage markets [6] Group 5: Hard Technology Sector - The hard technology sector shows a mixed picture of high revenue growth but profit differentiation, indicating a time lag between investment and returns [8] - Leading companies in the consumer electronics sector, such as Luxshare Precision and Sanhua Intelligent Controls, are expected to report stable earnings growth, with Luxshare projecting a net profit of 16.52 to 17.19 billion yuan, a year-on-year increase of 23.59% to 28.59% [9] - Sanhua Intelligent Controls anticipates a net profit growth of 25% to 50%, amounting to 3.87 to 4.65 billion yuan, supported by its strong position in refrigeration components and new energy vehicle thermal management [9]

前段时间，雷科技揭晓了年度"灯塔产品"，那些代表行业顶尖水准的设备赢得了掌声与认可。然而，灯塔之下也会有阴影，科技圈的历史从来都是由成功与 试错共同书写的。所以，在盘点完辉煌之后，雷科技编辑部经过多轮激烈的内部讨论与投票，最终筛选出了这份"年度失望榜单"。 这些产品或许并不算差，但是却与外界对它的期待有明显差距，或是与前代相比显得过于平庸甚至退步。这个榜单并非为了否定这款产品，而是为了督促大 家更多地关注产品本身的失败原因，并从中吸取教训做出更好的产品。 毕竟，看清脚下的坑，未来的路才能走得更稳，正如那句老话所言："失败乃是成功之母"。 Sora 2：含着金钥匙出生，奈何用力太猛 而且，随着Sora 2进一步缩紧免费以及Plus付费会员的额度，下调视频生成效果并频繁改动用户权益，很多用户都开始转向别的AI视频平台，根据第三方应 用市场监测平台SensorTower的统计数据，Sora 2的30天用户留存率不到1%，60天留存率接近0。 虽然这并不能完全代表Sora 2的用户留存率，但也足以说明OpenAI在Sora 2的发布、运营等方面出现了重大失误。另外，随着Gemini对ChatGPT发出挑战， Open ...

从资金流向上来看，当日消费电子板块主力资金净流出10.85亿元，游资资金净流出7.6亿元，散户资金净 流入18.45亿元。消费电子板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002925 | 盈趣枝 | 1.53 Z | 35.31% | -8496.03万 | -19.61% | -6800.52万 | -15.70% | | 300322 | 硕贝德 | 1.35 Z | 5.95% | -333.83万 | -0.15% | -1.31亿 | -5.80% | | 301486 | 致尚科技 | 1.24亿 | 9.51% | 8162.92万 | 6.26% | -2.06 Z | -15.77% | | 603341 | 龙旗科技 | 1.20亿 | 16.50% | -1.26亿 | -17.39% | 642.76万 | 0.88% | | 002475 | 立讯精密 | ...

Group 1 - The core theme of the conference was "Global Appointment, Smart Start New Journey," focusing on exploring high-quality development dynamics in the context of emerging trends [1] - Honor's Magic8 series was recognized as an "AI Intelligent Pioneer Case" for its innovative self-evolving AI technology, marking a significant achievement in the field of technology innovation [1][3] Group 2 - The conference discussed two main topics: "Setting Sail Overseas" and "New Quality Consumption," emphasizing the transformation of smart terminals from tools to intelligent partners driven by technological innovation [3] - Honor's Magic8 series, launched on October 15, 2025, represents a breakthrough in AI smartphones, transitioning from "passive response" to "active growth" through its MagicOS 10 self-evolving AI operating system [3][4] - The AI agent YOYO, based on reinforcement learning, has expanded its supported scenarios from over 200 to more than 3000 within three months, addressing high-frequency daily needs such as shopping comparison and health management [3][4] Group 3 - Honor has introduced innovative features like the "YOYO Wish Pool" and "MagicOS Monthly Renewal Plan," allowing users to act as "evolution mentors" for the AI, facilitating direct feedback to the product planning team [3][4] - The self-evolving capabilities of the Magic8 series are built on a "growable" hardware foundation, achieving breakthroughs in imaging, performance, battery life, communication, and security [4] - Honor aims to redefine lifestyles in the AI era by constructing an ecosystem of seamless intelligence, enabling cross-device connectivity across various brands, including HarmonyOS and iOS [4] Group 4 - The Magic8 series exemplifies the practical application of "Artificial Intelligence+" in the consumer electronics sector, creating a virtuous cycle of "deep technology, user co-creation, and open ecosystems" [4][5] - Honor's commitment to technological innovation and open ecosystems aims to provide a comprehensive solution for the global smart terminal industry, showcasing China's innovative strength and leadership in the global AI landscape [5]

Core Viewpoint - The A-share market experienced a strong start to the new year, with the Shanghai Composite Index surpassing 4000 points, driven by positive earnings forecasts from several leading companies across various industries, indicating robust growth potential for 2025 [1][2]. Group 1: Performance Forecasts - As of January 5, 37 listed companies have released their earnings forecasts for 2025, with many reporting significant profit increases, particularly in sectors like non-ferrous metals, semiconductors, consumer electronics, and new energy [1][2]. - Among these, 15 leading companies, including Zijin Mining and Salt Lake Potash, expect net profit growth exceeding 50%, reflecting strong industry dynamics and effective corporate strategies [1][3]. Group 2: Industry Insights - The performance growth in upstream resource sectors is supported by a robust spot market, closely linked to the global commodity cycle, while midstream high-end manufacturing firms demonstrate resilience through technological upgrades and global expansion [2][3]. - In the upstream resources sector, companies like Zijin Mining and Salt Lake Potash are benefiting from price increases in their products, with Zijin Mining projecting a net profit of 51 to 52 billion yuan for 2025, a year-on-year increase of 59% to 62% [4][5]. Group 3: Specific Company Highlights - Zijin Mining anticipates a significant increase in gold and lithium carbonate production, with gold output expected to rise by 23.3% to approximately 90 tons [4]. - Salt Lake Potash forecasts a net profit of 8.29 to 8.89 billion yuan for 2025, representing a growth of 77.78% to 90.65%, driven by rising prices and sales volumes of potassium chloride and lithium carbonate [5]. - Tianqi Lithium, a leader in lithium battery materials, expects a net profit increase of 127.31% to 230.63%, attributed to sustained demand in the new energy vehicle market [5][6]. Group 4: Technology Sector Performance - In the technology sector, companies like Luxshare Precision and Sanhua Intelligent Control are showing strong revenue growth, with Luxshare projecting a net profit increase of 23.59% to 28.59% for 2025 [7]. - Lightwave Technology anticipates a net profit of 169 to 182 million yuan, marking a growth of 152% to 172%, driven by technological innovation and new product development [8]. - However, some semiconductor and AI hardware companies are still in a loss-making phase despite significant revenue growth, indicating a typical characteristic of early-stage high-tech growth [8].

消电ETF（561310）跟踪的是消费电子指数（931494），该指数从市场中选取主营业务涉及消费电 子产品设计、制造与销售的上市公司证券作为指数样本，覆盖智能手机、家用电器、可穿戴设备等领 域，以反映消费电子相关上市公司证券的整体表现。指数风格偏向成长型，重点聚焦技术创新和消费升 级趋势下的行业动态。 风险提示：提及个股仅用于行业事件分析，不构成任何个股推荐或投资建议。指数等短期涨跌仅供 参考，不代表其未来表现，亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整，不构 成投资建议或承诺。提及基金风险收益特征各不相同，敬请投资者仔细阅读基金法律文件，充分了解产 品要素、风险等级及收益分配原则，选择与自身风险承受能力匹配的产品，谨慎投资。 每日经济新闻 （责任编辑：张晓波 ） 方正证券指出，"十五五"规划半导体自主可控提速，先进制造全产业链或迎快速发展期，国产半导 体设备与存储客户共同研发，加速国产化率的提升。当前，国内存储的产能与全球龙头存在显著差距， 需充分产能以确保稳定供应体系。在先进制造环节，国产半导体经过多轮共同研发、验证测试、小批量 等，有望伴随终端客户扩产逐步提升国产化率，国产半导体有望 ...