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 ...

图据段永平雪球账号@大道无形我有型 据上海证券报，根据今年8月美股机构投资者二季度13F持仓披露情况，段永平管理的H&H International Investment持仓曝光。截至2025年二季度末，H&H International Investment持仓总市值约115亿美元。 值得一提的是，段永平早在3年前就公开过购入苹果股票的操作。2023年1月，段永平曾发文称，他换了 一些Brk/B（指伯克希尔-哈撒韦）到苹果，美股的腾讯也基本上全换到苹果了，港股的还没动。 当时，苹果股价触及近一年多时间以来的最低点124.17美元/股。市场上有消息称苹果产品的销量不及 预期，陷入减产风波。在市场消息利空苹果之时，段永平发动态称，"希望（苹果）这个价位或以下能 持续一年或以上，这样苹果的回购就会更有效率。" 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 | | | | | ...

图：段永平与巴菲特，图据段永平雪球账号@大道无形我有型 据上海证券报，根据今年8月美股机构投资者二季度13F持仓披露情况，段永平管理的H&H International Investment持仓曝光。截至2025年二季度末，H&H International Investment持仓总市值约115亿美元。 值得一提的是，段永平早在3年前就公开过购入苹果股票的操作。2023年1月，段永平曾发文称，他换了一些Brk/B（指伯克希尔-哈撒韦）到苹果，美股的 腾讯也基本上全换到苹果了，港股的还没动。 每经编辑｜许绍航 向江林 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 Calcu ...

Core Viewpoint - The company Lixun Precision (立讯精密) has issued a clarification regarding recent rumors that have affected market perception, asserting that its core business operations are proceeding as planned without any abnormal impacts on its normal operations [1][3]. Business Operations and Developments - Lixun Precision is actively engaged in high-end consumer electronics and smart terminal sectors, showcasing its vertical integration capabilities and mature production experience across various product lines [3]. - The company has a focus on the automotive sector, particularly in harnesses and connectors, and is expanding into system-level products such as smart cockpits and autonomous driving systems [4]. - A recent acquisition of German company Leoni has been completed to enhance global production capacity and strengthen partnerships with global automotive brands [4]. Financial Performance and Projections - Lixun Precision anticipates 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]. - The growth is attributed to the company's global strategy, effective utilization of overseas production bases, and innovations in cost control and smart manufacturing [4]. Market Position and Future Strategy - The company aims to increase investments in emerging fields such as AI hardware, data center connectivity, thermal management, smart vehicles, and robotics to build a more resilient business matrix [4]. - Lixun Precision's stock price was reported at 56.71 yuan per share, with a market capitalization of 413.2 billion yuan as of December 31, 2025 [4].

华硕回应表示，既有手机产品的营运、维护、升级与保固仍持续，但2026年暂无新机型规划。2025年下 旬市场已多次传出华硕将结束手机事业，叠加2026年零组件价格暴涨、研调机构下修全球手机出货量， 终端需求疲软加速其退出决策。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 观点网讯：1月4日，据市场消息，中国台湾品牌大厂华硕ASUS确认2026年无新手机推出计划，渠道商 已无法从代理商处拿货，手机部门人力裁撤同步启动，标志其将淡出手机市场。 ...

Core Viewpoint - Xiaomi aims to deliver 550,000 vehicles by 2026, building on a successful 2022 where over 410,000 vehicles were delivered, surpassing the initial target of 300,000 and later 350,000 [1][4]. Group 1: Delivery Goals - In 2022, Xiaomi's delivery target was initially set at 300,000 vehicles, later raised to 350,000, and ultimately exceeded with over 410,000 vehicles delivered [1]. - The new target for 2026 is set at 550,000 vehicles, indicating a strong growth trajectory [1][4]. Group 2: Company Strategy - Xiaomi plans to focus on three main areas: 1. Commitment to technology development, with an investment of approximately 1,050 billion yuan over the past five years and a planned investment of at least 200 billion yuan over the next five years [4]. 2. Increased investment in large models and AI to enhance overall capabilities [4]. 3. Creating a comprehensive "human-vehicle-home ecosystem" to optimize user experience [4]. Group 3: Public Relations and Marketing - CEO Lei Jun addressed recent criticisms and misinformation about the company, emphasizing the importance of objective feedback and the need to combat malicious attacks on the brand [3]. - Lei Jun acknowledged the industry's tendency for "small print marketing" and committed to improving transparency in promotional materials [3][4].

在全球消费电子领域具有重要影响力的CES展会,一直被视为观察技术趋势与品牌走向的重要窗口。近 期,绿联科技（301606）宣布将亮相CES展会,其参展动作也引发了行业对于这一中国消费电子品牌阶段 性发展的关注。 据悉,绿联此次参与CES,并未止步于产品展示本身,而是通过系统化的产品布局与技术表达,向外界传递其 对智能设备、数据连接与数字生活体验的持续理解。对于一个长期深耕消费电子领域的品牌而言,这种 在国际舞台上的稳定亮相,更像是品牌能力逐步成熟后的自然呈现。 从品牌角度来看,参与CES的意义并不局限于曝光本身,而在于通过高标准的技术展示环境,反向促进产品 与体系能力的完善。绿联科技近年来在研发投入、质量管理以及产品生态协同上的持续推进,使其在面 对多元市场需求时,能够保持相对稳定的发展节奏。这种稳定性,也成为品牌信任度逐步累积的重要基 础。 在全球消费电子产业持续升级的背景下,品牌竞争正从单点性能转向综合能力与长期价值。绿联科技通 过CES这一窗口,展现了其在产品规划、技术理解与品牌表达上的阶段性成果,也让外界看到中国消费电 子品牌在国际舞台上更加从容、自信的姿态。 可以预见,随着智能设备与数字生活场景不断 ...

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垂直整合能力、成熟的产品工程与量产经验，以及覆盖多区 域的全球化产能布局，能够为不同类型客户提供稳定、灵活且高品质的制造与供应支持。 ...

2025年,随着消费电子行业进入以质量、体验与系统能力为核心的新阶段,绿联科技（301606）在多个专 业评选与行业场合中获得关注。围绕产品创新、技术研发及企业治理等维度,绿联在这一年间收获的多 项奖项与荣誉,呈现出其在品牌建设与综合能力提升方面的阶段性成果。 从公开的信息来看,这些荣誉并非单一成果的集中呈现,而是绿联科技长期投入在不同维度逐步积累的自 然体现。作为一家深耕消费电子领域多年的企业,绿联持续围绕用户真实使用场景推进产品布局,并通过 稳定的研发节奏与质量管理体系,为品牌发展构建起可持续的支撑结构。 在产品层面,绿联科技围绕传输、充电、音视频、存储及移动周边等核心品类持续迭代,并在近年逐步加 大对NAS私有云等新型产品方向的投入。通过软硬件协同、自研系统与场景化设计,绿联不断拓展产品 在家庭、创作及办公等场景中的适配能力,使产品功能与使用体验形成更紧密的结合。这种以实际需求 为导向的产品策略,为其在市场中的稳步发展奠定了基础。 技术能力的持续提升,同样离不开系统化的质量管理与研发机制支撑。公开信息显示,绿联科技在产品研 发阶段即引入多层验证与测试流程,并在生产与交付环节持续强化标准执行与过程管理。通 ...

Group 1: CES 2026 Overview - CES 2026 will take place from January 6 to January 9, 2026, in Las Vegas, showcasing the latest innovations in technology and serving as a window to predict future trends in the tech industry [2] - A total of 4,112 companies will participate, with China and the US being the main players, despite Apple's absence [2] - The central theme of CES 2026 will revolve around AI, transitioning into the stage of practical applications and integration across various industries, including consumer electronics and automotive sectors [2] Group 2: Key Company Highlights - Nvidia, AMD, and Intel are expected to showcase significant advancements in AI technology, with AMD's stock having risen over 75% in the past year [5] - AMD will unveil its next-generation mobile processor, the Ryzen AI 400 series, featuring 12 Zen 5 cores and enhanced NPU capabilities [5] - Intel will introduce the third-generation Core Ultra series processors, boasting a 50% performance improvement over the previous generation [5] Group 3: AI Integration in Consumer Electronics - AI is increasingly embedded in consumer electronics, with major home appliance companies demonstrating deep applications of AI to enhance product efficiency [9] - Hisense will launch the world's first upgraded display technology featuring a "four-core architecture" and AI image processing capabilities [9] - TCL will present a wide range of display products, including the world's first printed OLED screen for automotive displays [10] Group 4: Robotics and Smart Home Innovations - The robotics sector is seeing a surge in companies showcasing products capable of complex tasks, with a significant presence from Chinese firms at CES 2026 [19] - New products include flying vacuum cleaners and stair-climbing robots, indicating advancements in smart home technology [14][16] - Companies like Ecovacs and Roborock are expected to unveil new models in the cleaning appliance category, with Ecovacs CEO scheduled to give a keynote speech [12] Group 5: AI-Driven New Devices - CES 2026 will feature a variety of AI-native devices, including AI glasses and headphones, with numerous companies participating in this emerging market [23] - XREAL will showcase its latest AI glasses, while other firms will present innovative AR products [25] - Lightwear AI, a new wearable device, will be introduced, aiming to redefine human-computer interaction in the AI era [26] Group 6: Industry Discussions and Networking - TiMedia will host multiple roundtable discussions on topics such as AI's impact on industries and the commercialization of embodied intelligence [31] - A high-end networking event, "China Innovation Night," will take place, bringing together leaders from global tech brands and AI ecosystems [31] - The event will also feature the release of the "2026 CES Innovation List," recognizing outstanding achievements in technology and design [31]