Core Insights - Apple has initiated a gray testing phase for its "Apple Intelligence and Siri" feature for certain domestic devices, with eligible users able to access related options in device settings [1] - The feature is expected to be compatible only with iPhone 15 Pro and newer models due to high hardware requirements [1] - Users have reported that the AI responses are based on existing Baidu answers, suggesting some functionalities may be limited [1] Group 1: Device Requirements - Apple AI requires iOS 18.1 or higher, iPadOS 18.1 or higher, macOS Sequoia 15.1 or higher, visionOS 2.4 or higher, and watchOS 11 or higher [2][9] - Devices must have at least 7GB of storage space, except for Apple Watch [2][9] - The device language and Siri language must be set to the same supported language [2][9] Group 2: Regional Limitations - Devices purchased in mainland China cannot currently use Apple Intelligence features, even if they meet the hardware requirements [2][8] - For devices purchased outside mainland China, if the user is in mainland China and their Apple account is set to mainland China, they also cannot use the features [2][8] - Once Apple Intelligence features are officially launched in mainland China, previously purchased compatible devices will be able to activate and use the features [2][8]

Core Viewpoint - The article highlights significant upcoming economic data releases and events that could impact investment opportunities, particularly focusing on the U.S. and China markets, as well as key technology developments at the CES event. Economic Data and Events - China is expected to release its December CPI and PPI data on January 9, with CPI growth projected to remain at 0.7% year-on-year and PPI decline narrowing to -1.9% from -2.2% [7] - The U.S. will release its December non-farm payroll report on January 9, with expectations of an increase of approximately 55,000 jobs and an unemployment rate holding steady at 4.6% [9] - The CES event will take place from January 4 to 9, featuring major tech leaders like NVIDIA's CEO Jensen Huang and AMD's CEO Lisa Su, who will present on advancements in AI hardware [10][11] IPOs and Market Activity - Several companies are set to launch IPOs in Hong Kong, including: - Zhipu AI, with a pricing of HKD 116.20 per share, expected to start trading on January 8 [15] - MiniMax, with a pricing range of HKD 151-165 per share, expected to start trading on January 9 [17] - Precision Medical, seeking to raise HKD 1.2 billion, expected to start trading on January 8 [18] - TianShu Intelligent Chip, aiming to raise HKD 3.68 billion, expected to start trading on January 8 [19] - GigaDevice Semiconductor, with a pricing range of HKD 162 per share, expected to be priced on January 9 [20] Geopolitical Events - South Korean President Lee Jae-myung is visiting China from January 4 to 7 to strengthen economic cooperation [21] - Venezuelan President Maduro may appear in a U.S. court on January 5, which could have implications for geopolitical stability and market reactions [12] - Ukrainian President Zelensky announced a meeting with U.S. officials on January 6 to finalize security agreements [13] Commodity Market Insights - The Bloomberg Commodity Index (BCOM) will undergo annual weight rebalancing from January 8 to 14, with warnings of potential technical sell-offs in gold and silver due to their overrepresentation in the index [14]

Market Overview - The US stock market experienced a decline, with the Dow Jones down 0.67%, Nasdaq down 1.52%, and S&P 500 down 1.03% for the week. In contrast, European indices saw gains, with the UK FTSE 100 up 0.86%, Germany's DAX 30 up 0.77%, and France's CAC 40 up 1.03% [1]. Economic Indicators - Upcoming US employment data and ISM manufacturing and services activity data will be critical for assessing the health of the US economy and the potential timing of the next Federal Reserve interest rate cut. The market anticipates an 85% probability that the Fed will maintain rates at the January 28 meeting, with expectations for a 25 basis point cut by June [2]. - The Eurozone inflation data will also be closely watched, with expectations that it will not alter the European Central Bank's current monetary policy stance [7]. Geopolitical Factors - Geopolitical tensions have escalated, particularly with the US military's actions against Venezuelan President Maduro, which may impact commodity markets [1][5]. - The upcoming CES 2026 in Las Vegas will feature major tech leaders and could influence the stability of the AI sector [3]. Commodity Markets - Oil prices saw a slight increase, with WTI crude up 1.02% to $57.32 per barrel and Brent crude up 0.85% to $60.75 per barrel. However, both benchmarks have experienced nearly a 20% decline in 2025, marking the largest annual drop since 2020 [4]. - The precious metals market faced significant volatility, with gold futures down 4.40% to $4,332.01 per ounce and silver futures down 7.93% to $70.55 per ounce due to profit-taking and increased margin requirements [5][6]. Upcoming Events - Key economic data releases are scheduled for the upcoming week, including Japan's manufacturing PMI, Australia's service PMI, and various US employment figures, which will provide insights into economic conditions [9].

本周国际市场风云变幻，欧美股市收官2025，贵金属市场巨震。美股全线下挫，道指周跌0.67%，纳指 周跌1.52%，标普500指数周跌1.03%，欧洲三大股指走高，英国富时100指数周涨0.86%，德国DAX 30 指数周涨0.77%，法国CAC 40指数周涨1.03%。 下周看点颇多，12月美国就业数据，以及美国供应管理协会（ISM）发布的制造业和服务业活动数据， 将成为研判美国经济的健康状况，以及美联储下一次降息的可能时点关键依据。欧洲方面，欧元区通胀 数据将备受市场关注。地缘政治因素再次升温，美军抓走委内瑞拉总统马杜罗及其夫人，大宗商品市场 走向悬念再起。2026年度国际消费电子展（CES）将于1月6日在拉斯维加斯开幕，能否助力人工智能板 块企稳。 美国非农能否企稳 2025年，美联储已连续三次降息。接下来公布的美国就业及经济活动数据，将为判断美联储下一次降息 时点提供关键参考。 美联储12月议息会议纪要显示，部分政策制定者对短期内进一步降息持谨慎态度。会议结束后公布的美 国三季度国内生产总值（GDP）数据也远超市场预期。受此影响，货币市场预计，在美联储1月28日的 下一次议息会议上维持利率不变的概率高 ...

Core Viewpoint - Lenovo Group announced the Lenovo Innovation Technology Conference will take place on January 7 in Las Vegas, emphasizing the importance of technology in empowering individuals to change the world and introducing the concept of "hybrid artificial intelligence" as part of the "Entrepreneurship 5.0" era [1]. Group 1 - Lenovo Group is set to host the Innovation Technology Conference in Las Vegas on January 7 [1]. - The company highlights that the essence of technology lies not in showcasing skills but in enabling more people to have the power to change the world [1]. - Lenovo aims to lead users into a new era of intelligent inclusivity through immersive hybrid artificial intelligence experiences [1].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 4千亿果链巨头，紧急公告澄清 记者丨李益文 编辑丨叶映橙 21财经《辟谣财知道》注意到，1月3日晚，"果链"龙头立讯精密（002475.SZ）在其微信公众号发布《关于近期不实传闻的澄清说明》。 立讯精密称，近日，市场上出现涉及公司的不实传闻，相关内容对市场认知造成干扰。公司特此说明：目前公司核心业务推进有序，按计划正常开展，不 存在影响公司正常经营与发展的异常情况。 据媒体此前报道，有供应链消息称，OpenAI首款AI终端硬件产品原本计划交由供应链标杆企业立讯精密代工，转而独家委托鸿海代工生产。该产品终端 应用形态可能为智能笔或便携式音频设备，目前已进入新品设计阶段，计划于2026年或2027年推出。 更早之前9月份，OpenAI被曝已与立讯精密签署协议，共同开发消费级AI硬件设备，立讯精密将负责至少一款产品的组装。据了解，该款设备目前仍处于 原型开发阶段，预计能与OpenAI的人工智能模型深度协作。 受此消息影响，立讯精密总市值一度突破5000亿元。 在澄清说明中，立讯精密称，公司长期深耕高端消费电子与智能终端领域，具备多品类零部件的 ...

小米汽车2026年目标定了。 今日（1月4日）早间，小米创始人、董事长兼CEO雷军在社交平台发文称，"小米汽车，去年交付目标 30万辆，后来提升到35万辆，最终全年交付超过了41万辆。昨晚直播，我公布了2026年交付目标：55万 辆。希望今年也能超额完成。感谢车主朋友们支持！" 谈到2026年的计划，雷军表示，小米将聚焦三个方面。一是坚持技术立业，过去五年小米在技术研发上 差不多投了1050亿元，未来五年至少会投2000亿元。二是加大对大模型的投入，用AI全面赋能。三是 坚持为用户打造"人车家全生态"的体验，把产品做到极致。 就在前一日晚间，雷军举办了新年第一场直播，该直播以工程师现场拆解全新小米YU7为主要形式展 开，并回应了部分网络谣言。 雷军在直播中称，欢迎更多的博主来拆解小米的汽车。他同时表示，人不可能违背良心，去说一些假的 内容。"特别希望大家能说一些公道话，不要为了流量去故意夸大，故意找茬。"雷军说。 直播中，雷军坦言，过去一段时间扑面而来的质疑，让他们有点懵。其中不少是恶意的抹黑，包 括"7000法务""不让农民卖小米""绿化带战神"等，甚至他自己发健身的微博也会被骂。网络尬黑也给他 造成了很大 ...

近日，知名投资人段永平在投资交流平台雪球上，以"大道无形我有型"的ID发文晒出部分持仓。图片显示，该账 号于2011年11月开始买入苹果（AAPL.US）股票，累计收益率达1623.48%，目前收益金额约为3426万美元。 | Lot Details: AAPL - APPLE INC | | | | | | | | × | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | | Cost Basis Calculator 7 Help & Export | Print | | Open Date | Quantity | Price | Cost/Share | Market Value | Cost Basis | Gain/Loss $ | Gain/Loss % | Holding Period | | 12/30/2022 | 2388 | $272.4643 | $128.94 | $650,644.75 | $307,920.66 | +$342,724.09 | +111:3% | Long Term | ...

Core Viewpoint - Recent rumors regarding Lixun Precision (立讯精密) have been clarified by the company, stating that its core business operations are proceeding as planned without any abnormal situations affecting its normal operations [1][3]. Group 1: Business Operations - Lixun Precision emphasizes that its core business is progressing smoothly and is on track, with no disruptions to its operations [1]. - The company has a strong vertical integration capability in high-end consumer electronics and smart terminal sectors, supported by mature product engineering and mass production experience [3]. Group 2: Strategic Developments - The company is expanding its automotive segment, focusing on core components such as wiring harnesses and connectors, and has recently completed an acquisition of Germany's Leoni to enhance its global production capacity [4]. - Lixun Precision plans to increase strategic investments in emerging fields such as AI hardware, data center interconnectivity, thermal management, smart vehicles, and robotics [4]. Group 3: Financial Performance - The company forecasts a net profit attributable to shareholders of between 16.518 billion and 17.186 billion yuan for 2025, representing a year-on-year growth of 23.59% to 28.59% [4]. - As of December 31, 2025, Lixun Precision's stock price was reported at 56.71 yuan per share, with a market capitalization of 413.2 billion yuan [5].

1月3日晚间，小米直播拆解YU7如约而至。这场直播来之不易，原本定档2025年12月31日晚间跨年，但 因小米创始人、董事长兼CEO雷军感冒而推迟。 直播伊始，雷军回应了拆车的原因，"有博主评价说SU7是小米的第一辆车，雷军肯定知道会被别人 拆，所以用料特别扎实，第二辆车就不一定了。YU7是我们的第二辆车，拆开可以进一步了解。 " 随后，雷军披露了一些数据，2025年年初，小米汽车交付目标定在30万辆，之后提高至35万辆。1月3 日，雷军公布，2025年小米汽车共交付超41万辆。直播结束前，雷军称，将小米汽车2026年交付目标定 在55万辆。 小米汽车副总裁李肖爽透露，2025年小米汽车新增超过400家门店，目前已有477家门店，完成了为1万 人免费提供高阶驾驶培训的目标。 此外，小米汽车工厂是北京市工业旅游示范点，雷军提到，2025年小米汽车工厂接待超过13万游客参 观。 当晚直播后半段，雷军及团队公开回应了"小字营销""绿化带战神""关闭直播平台评论""7000名法务""小 米不让农民卖小米"等一系列质疑。 雷军表示，"小字"确实是行业陋习，之后尽可能"把小字变成大字"；否认有"7000名法务"；关评论区 ...