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机构论后市丨春季行情可能缓步启动;消费与成长有望成为两条主线
Di Yi Cai Jing· 2026-01-04 09:43
A股后市怎么走?看看机构怎么说。 沪指本周累计涨0.13%,深证成指跌0.58%,创业板指跌1.25%。A股后市怎么走?看看机构怎么说: ①中信证券:开年后市场震荡向上的概率更高 ③光大证券:消费与成长有望成为春季行情的两条主线 中信证券表示,考虑到去年末的资金热度并不算高,人心思涨的环境下开年后市场震荡向上的概率更 高。前期共识性品种"调整后再上车"大概率是机构资金主要的考虑方向,例如有色、海外算力、半导体 自主可控等,有些偏游资风格的品种也属于这一类别,比如商业航天、机器人等。免税、航空等出行服 务相关行业应是增量布局重点,优质的地产开发商也是考虑对象。中期维度下,更青睐一些热度和持仓 集中度相对较低,但关注度开始提升、催化开始增多且长期ROE有提升空间的板块,如化工、工程机 械、电力设备及新能源等,对高景气、高热度但是股价滞涨的板块则相对谨慎。同时,一些新的产业题 材(如商业航天)可能还会反复演绎,值得持续关注。 ②信达证券:春季行情可能缓步启动 信达证券表示,春节前流动性环境大概率较好,市场可能继续偏强,但1月可能会有一些波动。这一次 春节前市场位置不低,此前经验来看,交易量下降到低位后恢复初期通常是 ...
美“斩杀线”引爆热搜!年薪45万美金程序员失业半年露宿街头;罗永浩豆包互怼上热榜!雷军直播拆小米YU7回应传闻 | Q资讯
Sou Hu Cai Jing· 2026-01-04 09:27
Group 1 - The term "slaughter line" has gained popularity on social media, highlighting the harsh reality of financial crises leading to homelessness in the U.S. [1][2][4] - Many Silicon Valley engineers have faced bankruptcy due to unexpected events like job loss or illness, with some high-earning professionals becoming homeless within months [2][4] Group 2 - Xiaomi's CEO Lei Jun conducted a live stream where he disassembled a new Xiaomi YU7 to address various online concerns about the product [7][8] - The live stream was initially delayed due to Lei Jun's illness but became significant as it was the first major live event of 2026 [7] Group 3 - Lenovo's CEO Yang Yuanqing and NVIDIA's CEO Jensen Huang discussed a new collaboration focused on "hybrid AI" during a conversation ahead of CES 2026 [8][9] - They identified two key trends in AI development: enterprise-level AI as a core battleground and the integration of AI into various sectors of the economy [8][9] Group 4 - Baidu plans to spin off its AI chip subsidiary Kunlun and has submitted a listing application to the Hong Kong Stock Exchange, with an estimated valuation of at least $3 billion [13][15] - The spin-off aims to enhance Kunlun's market image and attract investors focused on AI computing chips and related systems [15] Group 5 - A new regulation on green product certification in China has been introduced, marking a significant shift towards comprehensive regulation of the certification process [16] - The updated guidelines cover 122 product categories, including electronics and packaging, and aim to standardize the certification process [16] Group 6 - The company "Moon's Dark Side" has completed a $500 million Series C funding round, raising its valuation to $4.3 billion [17][18] - The funding will be used to expand graphics card production and accelerate the training and development of its K3 model [17] Group 7 - OpenAI is at a critical juncture in 2026, needing to demonstrate a sustainable business model after years of rapid growth and significant funding [20] - Investors are shifting from a phase of leniency to demanding clear profitability pathways from OpenAI [20] Group 8 - Cloud Leopard Intelligent has initiated its IPO process, aiming to become the first domestic DPU (Data Processing Unit) stock in China [30][33] - The company specializes in cloud computing and DPU solutions, with a valuation exceeding 14 billion yuan as of late 2025 [33] Group 9 - Meta has acquired the AI application company Manus for several billion dollars, marking its third-largest acquisition to date [33][34] - Manus, which was previously valued at $2 billion, is known for its AI agent product that automates complex tasks based on simple user instructions [34][35]
手机、电视的分辨率越来越高,人类的眼睛需要吗?
3 6 Ke· 2026-01-04 09:23
Core Viewpoint - The competition in resolution among digital devices continues, with mobile manufacturers still pushing for higher resolutions, while television manufacturers may not need to follow suit as closely due to viewing distance considerations [1][9]. Group 1: Resolution and Human Perception - The concept of "retina display" was introduced by Apple with the iPhone 4, featuring a pixel density of 326 pixels per inch (ppi), which exceeds the human eye's limit of 300 ppi at a distance of 10 to 12 inches [2][5]. - The critical measure for human visual clarity is pixels per degree (ppd), which considers viewing distance; the previously accepted limit was 60 ppd, forming the basis for the 300 ppi standard [4][5]. - Recent research indicates that the human eye can discern higher resolutions than previously thought, with limits reaching 94 ppd for black and white patterns and 89 ppd for red-green patterns [6][8]. Group 2: Implications for Device Manufacturers - The study suggests that not all devices require continuous resolution increases; for instance, 8K televisions only show advantages at viewing distances less than 1.3 times the screen height, making them less necessary for typical viewing scenarios [9]. - In contrast, mobile devices still have room for improvement in resolution, as the effective resolution of upcoming devices like the 13-inch iPad Pro is still below the human eye's limits at common viewing distances [9][10]. - The concept of "eccentric rendering" is proposed, where high resolution is maintained in the center of the screen while reducing it at the edges, which can optimize processing load and bandwidth consumption [11].
刚进2026,苹果就「抛弃」了这3款经典设备
36氪· 2026-01-04 09:10
以下文章来源于科技狐 ,作者老狐 你的手机、手表、电脑上榜了吗? 文 | 老狐 编辑 | 斐哥 来源| 科技狐(ID:kejihutv) 封面来源 | pexels 2026年刚开始,苹果就宣布:截至2025年底,iPhone 11 Pro、2020款13英寸MacBook Air等机型被列入"过时与停产产品"名单。 科技狐 . 一家专注科技互联网领域,每日分享科技、数码、汽车、商业、TMT、AI 的新媒体。 如果你还在用这些设备,不用太担心。苹果一直有这个做法,定期把老产品加入名单,主要是逐步减少维修支持,不影响正常使 用。 在苹果官方定义中过时产品指停止发售超过5年但未满7年的设备,停产产品则指停售超过7年的产品。 根据这个定义,此次受影响的产品主要是在2019年末至2020年发布的一些产品。主要产品就包括iPhone 11 Pro系列、2020款的13 寸Retina MacBook Air以及Apple Watch Series 5等。 那么对于普通用户而言"过时与停产产品"意味着什么?苹果是不是就完全放弃了这些产品了? 这个其实要具体问题具体分析,苹果对于不同产品的支持力度也是不一样的。 首先是对于 ...
3500元到账,10天后要还4970元:App Store竟成高利贷温床?
Sou Hu Cai Jing· 2026-01-04 09:04
App Store(苹果应用程序商店)有App放高利贷? 据多家媒体披露,河北承德一位用户在App Store下载了一款名为"臻有钱"的借款应用。仅提交身份证、银行卡号等基本信息后,在未经人工审核的情况 下,系统即自动向其放款3500元。该应用显示借款期限为10天,到期需还款4970元,其中利息高达1470元,日利率约4.2%,年化利率超过1500%,远超国 家规定的合法利率上限。 除"臻有钱"外,该用户还表示,当晚他又下载了另一款名为"芸豆花"的借贷App。操作流程与前者几乎一致,次日便收到私人账户的转账。而App界面则 显示,需在10天后偿还一笔金额更高的欠款。 这不禁让人疑惑,如此赤裸裸的违规操作,为何能堂而皇之地出现在号称"封闭却安全"的App Store中? "最严审核"为何拦不住高利贷? App Store,这个以"安全、可靠、用户至上"为标榜的全球性应用平台,长久以来以严格的审核机制著称。 2024年《App Store 透明度报告》显示,苹果在2024年拒绝了约193万款应用提交,创下史上最严审核纪录,重点打击欺诈、垃圾信息和低质量软件。同 时,下架了82509款已上架应用,其中工具类应用下架 ...
段永平晒持仓,投资苹果14年赚16倍
Guan Cha Zhe Wang· 2026-01-04 08:57
| Check the backgro | | | | | | | --- | --- | --- | --- | --- | --- | | Lot Details: AAPL - APPLE INC | | | | | | | Accounts | | | | | | | Summary | | | | | | | Balances | | | | | | | Open Date Quantity Positions | | Price | Cost/Share | Market Value | | | Realized Gain 12/30/2022 2388 | | $272.4643 | $128.94 | $650,644.75 | S | | Investment Inc | | | | | | | 11/18/2011 131112 Portfolio Perfor | | $272.4643 | $13.75 | $35,723,339.30 | $1 | | Securities Len Total 133,500 | | | | $36,373,984.05 | $2,1 | | Cor ...
历届最大规模的香港创科代表团将亮相 CES 2026
Zheng Quan Shi Bao Wang· 2026-01-04 08:20
人民财讯1月4日电,1月6至9日,香港科技园公司联同香港贸易发展局将率领历届最大规模的香港创科 代表团,参加在美国拉斯维加斯举行的年度国际消费电子展(CES)。据介绍,香港科技馆将展出共61间 创科企业,涵盖人工智能、机械人技术、健康科技及可持续发展等领域的早期初创至成熟阶段的创科企 业,焦点包括荣获"CES创新奖2026"的创科企业以及多项全球首创技术。 ...
2025年12月CPI、PPI数据将公布,这些投资机会最靠谱|下周关注
Di Yi Cai Jing Zi Xun· 2026-01-04 07:56
【重磅新闻】 CPI、PPI数据将公布 1月9日,国家统计局将公布2025年12月CPI、PPI数据。 参展的中国企业中,除了"老面孔"如联想、海信、TCL、京东方等,另一股新兴力量正加速涌入:中国 具身智能企业正以前所未有的规模集体登陆CES。 第一财经记者了解到,智元机器人、松延动力、北京人形机器人创新中心等多家具身智能企业将首次参 展CES。其中,智元预计将首次在美国完整展示其全系列产品线,并发布灵巧手等核心部件的新版本。 下周解禁市值超1600亿元 浙商证券预计12月CPI同比增速0.7%,环比持平;工业品价格方面,预计12月PPI同比增速为-1.9%,环 比持平。 成品油价将迎今年首次调整 根据"十个工作日"原则,2026年首轮调价窗口为1月6日24时。上一次调价窗口为12月22日24时,国内 汽、柴油价格每吨分别下调170元和165元。 2026年育儿补贴,下周一起全面开放申领 根据工作安排,2026年育儿补贴即将开放申领。2026年1月1日至4日将对育儿补贴信息管理系统进行升 级和测试,1月5日起全面开放申领。 据国家卫生健康委消息,截至目前,全国31个省(自治区、直辖市)均已发放育儿补贴,发放 ...
CES 2026前瞻:英伟达或重塑物理AI,中美韩机器人齐“秀肌肉”
硬AI· 2026-01-04 07:29
Core Insights - The CES 2026 highlights a strategic divergence among chip giants, with NVIDIA shifting focus towards industrial AI and robotics, while AMD and Intel continue to enhance their traditional PC markets [2][4]. Group 1: Chip Giants' Strategies - NVIDIA is expected to delay the launch of the RTX 50 Super series due to high GDDR7 memory prices and supply shortages, with CEO Jensen Huang emphasizing "Physical AI" to extend AI computing power into robotics and industrial applications [4]. - AMD is adopting a steady upgrade strategy, planning to launch the Ryzen 9000 series for desktops, with the flagship Ryzen 9 9950X3D2 featuring dual-chip 3D V-Cache and 192MB L3 cache aimed at workstation users [4]. - Intel is set to release the Intel Core Ultra Series 3 (Panther Lake), which includes approximately 14 SKUs, with the flagship Core Ultra X9 388H featuring 16 cores and a maximum frequency of 5.1GHz, potentially alleviating market concerns about its advanced process execution [5]. Group 2: Robotics and AI Developments - 2026 is seen as a pivotal year for humanoid robots transitioning from demonstration to practical application, focusing on cost reduction and efficiency improvements [7]. - The competition among Chinese, American, and Korean manufacturers is intensifying, with companies like Yushu and Zhiyuan leading cost control efforts, while Boston Dynamics showcases its Atlas robot, and South Korea presents the "K-Humanoid" alliance [10][11]. Group 3: Automotive Industry Transformation - The automotive sector is undergoing a significant technological transformation, with a clearer competitive landscape for intelligent driving chips [13][14]. - NVIDIA leads the high-end L4 market with its Thor chip, while Qualcomm, despite lower AI computing power, successfully penetrates the supply chains of companies like Ideal and Mercedes with its Snapdragon Ride Elite platform [15]. - Chinese automakers like Geely and Great Wall are demonstrating advancements in architecture innovation, while BMW showcases its iX3 based on the Neue Klasse architecture [16]. Group 4: Hardware Innovations - Companies are exploring radical hardware innovations to overcome traditional limitations, with Lenovo presenting prototypes of AI-driven automatic rotating screens and rollable laptops [21]. - TCL and Hisense continue to focus on Mini-LED technology, emphasizing the role of AI image processors in enhancing display quality [21].
CES 2026前瞻:光子跃迁携全球首款8K AI拇指运动相机强势入局
Sou Hu Wang· 2026-01-04 07:26
2026年国际消费电子展(CES 2026)即将启幕,全球科技目光再次聚焦拉斯维加斯。在这场以AI为核心驱 动的科技盛会中,一场影像领域的深度变革正在到来。新锐智能影像品牌光子跃迁正式宣布参展,并计 划在CES现场发布"全球首款8K AI拇指运动相机",以突破性的产品逻辑与全链路AI能力,开启运动影 像的"智能升维"时代。 形态革命:不止于小,更在于巧 光子跃迁首次将"拇指相机"概念推向8K超清时代,在形态上彻底颠覆了传统运动相机的设计逻辑,其 主机与座舱支持正反磁吸,实现Vlog与运动场景间的无缝切换,同时主机可任意角度磁吸在金属物体表 面,解锁各种创意视角。 物理形态的颠覆只是第一步,交互的终极突破,在于首创双屏独立架构,光子跃迁新品创造性将屏幕划 分为两个独立交互区域。上方的灵动快捷屏专为高频操作定制,支持用户长按拖拽自定义功能键,实 现"千人千面"的交互界面;下方的灵动主屏专注取景与回放,二者并行处理,让设置调整不再打断拍 摄。这就像是给相机配备了一位专注的副驾驶,主屏幕专注驾驶,快捷屏负责导航和仪表监控,各司其 职又完美协同。 双屏的第二个突破在于彻底解决了千人一面的交互困境。用户可通过长按拖拽,将 ...