宏观层面，金梓才认为，全球与国内流动性环境预计同步向好，为市场奠定坚实基础。外部来看，美联 储2026年降息节奏或加快，A股面临的外部约束大幅减弱，海外资金环境更趋友好；内部而言，国内货 币政策将持续为经济高质量发展与产业升级提供支持，维持流动性合理充裕。内外部流动性的协同改 善，将有效提升市场风险偏好，为估值修复创造有利条件。 华宝基金认为，在"反内卷"政策进一步深化与落地的节奏下，供给层面的边际变化有望带动PPI进一步 上行，具体幅度取决于"反内卷"和内需政策的合力程度。PPI上行驱动上游和中游行业涨价，如果内需 政策效果进一步显现，价格全面回升，盈利有望进一步向下游传导。"2026年全年，A股盈利增速有望 再上一个台阶，对应各宽基指数的EPS(每股收益)均有望出现较大幅度的提升，但估值提升速度趋缓。" 近期，多家公募机构发布了2026年投资策略展望。多位业内人士表示，2026年的市场值得乐观期待，上 涨动力或将从单一的估值驱动逐渐转向"盈利+估值"双重驱动，上市公司的整体业绩有望进一步改善， 结构性亮点大概率增多，有利于提高市场风险偏好。在众多板块中，科技成为公募机构普遍看好的主线 之一。 整体投资环境 ...

来源：环球网 【环球网科技综合报道】1月2日消息，据《卫报》报道，由于销量不佳，苹果公司被迫削减了 Vision Pro 头显的产量，该公司曾希望这款头显能够开启"空间计算"的新时代。 Sensor Tower 的数据显示，这家科技公司去年还将 Vision Pro 的营销支出减少了 95% 以上。苹果公司尚 未公布该设备的销售数据，但IDC估计，该设备去年第四季度仅售出 4.5万台。 外媒称，Vision Pro 的明显失败让人想起 2013 年命运多舛的谷歌眼镜。尽管遭遇这些挫折，科技公司仍 在坚持研发智能眼镜。比如Meta 上个月证实，它正在"将部分投资从元宇宙转移到人工智能眼镜和其他 可穿戴设备"。 外媒还表示，苹果已暂停其下一代虚拟现实产品的研发计划，转而专注于可穿戴人工智能设备。（思 瀚） ...

Group 1 - Gestala, China's first ultrasound brain-computer interface company, was officially established, focusing on innovative technology for brain signal reading and analysis [3] - Ideal Auto delivered 44,246 vehicles in December 2025, with a total of 1,540,215 vehicles delivered since inception [4] - NIO delivered 48,135 vehicles in December 2025, a year-on-year increase of 54.6%, with total deliveries for the year reaching 326,028 vehicles, up 46.9% [4] Group 2 - Xpeng Motors delivered 37,508 vehicles in December 2025, a 2% year-on-year increase, with total deliveries for the year at 429,445 vehicles, up 126% [4] - Zeekr delivered 30,267 vehicles in December 2025, a historical high, with total annual deliveries of 224,133 vehicles [5] - Leap Motor achieved 60,423 vehicle deliveries in December 2025, a 42% year-on-year increase, with total annual deliveries of 596,555 vehicles, up 103% [5] Group 3 - DeepSeek published a new paper introducing a new architecture called mHC, aimed at addressing instability in large-scale model training while maintaining performance gains [4] - Anker Innovation responded to rumors of a 30% layoff, stating that the adjustments were part of a normal personnel restructuring for strategic upgrades [9] - Neuralink plans to start mass production of brain-computer interface devices in 2026, transitioning to a streamlined, nearly fully automated surgical process [10][12] Group 4 - The Chinese film box office for 2025 reached 51.832 billion yuan, a year-on-year increase of 21.95%, with domestic films accounting for 79.67% of the total [27] - The box office for the 2026 New Year's Day period surpassed 300 million yuan, with "Zootopia 2," "Avatar 3," and "Killing" leading the box office [29] - ListenHub's parent company MarsWave completed a $2 million funding round, with an annual recurring revenue (ARR) exceeding $3 million [23]

2026年1月2日南方都市报A01版 ·汽车以旧换新补贴方式：从定额补贴调整为根据新车含税成交价进行补贴（设有上限）。 ·汽车报废更新方面：个人消费者报废符合条件旧车并购置新车，新能源乘用车补贴比例为12%，最高2 万元，燃油乘用车补贴比例为10%，最高1.5万元。 广汽集团在京东MALL的新年车展现场，一辆崭新的广汽埃安i60新能源SUV完成了补贴核销手续，标 志着全国首单汽车"国补"亦在广州诞生。 "前不久还因为错过了25年以旧换新补贴感到很'蚀底'，没想到还可以赶上了26年的最新政策，非常高 兴。"市民郑先生开心地说道。 2026年1月1日零时起，广州市正式启动实施2026年消费品以旧换新补贴政策。 ·个人消费者购买手机、平板、智能手表手环、智能眼镜等4类数码产品（单件销售价格不超过6000 元），按产品销售价格的15%给予补贴，每位消费者每类产品可补贴1件，每件补贴最高500元。 ·以旧换新活动同样覆盖1级能效或水效标准的冰箱、洗衣机、电视、空调、电脑、热水器等6类家电产 品。 "新年零点一过就下单了！" 2026年1月1日零点，广州京东MALL店内，市民吴女士成功下单一台心仪的手机，成为2026年全 ...

Core Insights - The article highlights the transition of China's manufacturing sector towards high-quality development, emphasizing the role of female leaders in driving this transformation [2][4] - The 2025 TAOTIE list showcases 50 outstanding female leaders who are pivotal in various key industries, including advanced manufacturing, new energy, biomedicine, technology services, and modern consumption [2][4] Group 1: Female Leadership Characteristics - The top three leaders, Dong Mingzhu, Wang Laichun, and Zhou Qunfei, exemplify essential leadership traits needed for industrial challenges: strategic vision, operational precision, and technological depth [5][6] - Dong Mingzhu represents "strategic decisiveness and problem-solving," pushing Gree Electric towards core technology R&D and green transformation [6] - Wang Laichun embodies "precision operation and systematic evolution," leading Luxshare Precision in complex system capabilities and efficient manufacturing [6] - Zhou Qunfei showcases "technological depth and long-termism," guiding Lens Technology in vertical integration from consumer electronics to smart automotive components [6] Group 2: Evolution of Female Leadership Roles - The list indicates a shift in female leadership from traditional management roles to innovation leaders and ecosystem builders, with over 40% of honorees directly involved in core technology advancements [7][8] - Notable figures like Guo Xinjie and Qiu Yujing are leading innovations in AI chips and automotive-grade chips, respectively, showcasing their deep involvement in technology selection and industry standards [7][8] Group 3: Cross-Industry Integration and Collaboration - Many honorees demonstrate exceptional resource integration and ecosystem connectivity, essential in today's converging industries [9][10] - Leaders like Meng Wanzhou and Xu Ran are noted for their ability to align financial strategies with global business expansion and drive strategic transformations within their companies [9][10] Group 4: Generational Transition in Leadership - The list reflects a clear generational transition, with established leaders like Dong Mingzhu and emerging entrepreneurs like Zong Fuli and Yang Tao, each contributing unique strengths to the industry [11] - This generational relay supports the continuous evolution of China's industry from catching up to leading in certain sectors [11] Group 5: Regional Economic Synergy - The geographical distribution of the honorees illustrates a close relationship between female leadership and local industrial clusters, with Shanghai and Guangdong being prominent regions for female executives [12][14] - Shanghai, with 17 honorees, is a hub for modern services and multinational companies, while Guangdong, with 12 honorees, focuses on manufacturing and global supply chain integration [14] Group 6: Value Assessment of Female Leadership - The evaluation criteria for the TAOTIE list emphasize three emerging value anchors: industry leadership and upgrade capability, cross-industry integration and ecosystem shaping, and sustainable growth and value inclusivity [18][19][20] - These leaders are evolving from mere corporate stewards to co-creators of industry value and promoters of business civilization [20]

截至2025年12月26日收盘，影石创新（688775）报收于241.49元，较上周的239.49元上涨0.84%。本 周，影石创新12月25日盘中最高价报248.0元。12月23日盘中最低价报237.8元。影石创新当前最新总市 值941.95亿元，在消费电子板块市值排名6/90，在两市A股市值排名185/5181。 潘敏学声明被提名为影石创新科技股份有限公司第三届董事会独立董事候选人。其具备独立董事任职资 格，具有五年以上法律、经济、会计、财务、管理等工作经验，熟悉相关法律法规。声明人不存在影响 独立性的关系，未在公司及其附属企业任职，不持有公司1%以上股份，未在主要股东单位任职，与公 司无重大业务往来或服务关系。最近36个月内未受行政处罚或纪律处分，兼任独立董事的上市公司未超 过三家，任职未超过六年。已通过董事会提名委员会资格审查，已取得交易所认可的培训证明。 影石创新科技股份有限公司董事会提名潘敏学先生为第三届董事会独立董事候选人。被提名人已书面同 意任职，具备独立董事任职资格，拥有五年以上法律、经济、会计等相关工作经验，并已取得证券交易 公司公告汇总：影石创新拟开展外汇套期保值业务，最高合约价值不超过 ...

Group 1 - DeepSeek has released a new paper proposing a novel mHC architecture, with CEO Liang Wenfeng listed as one of the authors [1] - Anker Innovation has responded to rumors of a 30% layoff, stating that the reported figure is significantly exaggerated and that the adjustments are part of a strategic upgrade [2] - Tesla has launched a HarmonyOS version of its app in the Huawei app market, supporting features like remote vehicle control and mobile key [3] Group 2 - Xiaomi has announced a limited-time offer for the YU7 model, allowing customers to choose between a tax subsidy and a three-year interest-free option for orders placed before December [5] - The Redmi Note 15 series has been officially launched, starting at 999 yuan, with various color options available [6] - Huawei has released the Smart Screen V6, with prices ranging from 7999 to 14999 yuan, and is offering a limited-time discount on its high-end ADS feature package [7] Group 3 - Apple has updated its list of "vintage products," including the iPhone 11 Pro and the last Intel MacBook Air [8] - Seres Group announced that the AITO car deliveries exceeded 57,000 units in December, setting a new monthly record, with total deliveries surpassing 420,000 units for the year [9] - Li Auto plans to focus on adjusting its models in the 300,000 to 400,000 yuan price range while continuing to iterate on its pure electric i8 series [10] Group 4 - Li Auto has achieved a cumulative delivery milestone of over 1.5 million vehicles, becoming the first new force brand in China to reach this figure [12] - Huawei's Enjoy series has met its annual challenge goals for 2025, with plans to introduce more diverse products in 2026 [13] - TrendForce reports that Samsung is rigorously executing its production halt plan, which may lead to a significant increase in DDR4 memory prices in 2026 [14]

洞见 （ DJ00123987 ） —— 不一样的观点，不一样的故事， 3000 万人订阅的微信大号。点击标题下 蓝字 " 洞见 " 关注，我们将为您提供有价值、有意思的延伸阅读。 作者： 洞见Moon 层次不同，沟通的语言也不同。 ♬ 点上方播放按钮可收听 洞见主播安东尼朗读音频 卡耐基年轻时，参加过一场慈善晚宴。 宴会宾客如云，各行各业的人三五成群，忙着高谈阔论。 卡耐基却没有着急参与其中，而是暗暗打听宾客的背景。 摸清每个人的情况后，卡耐基才走近人群开始攀谈。 面对普通民众，他就用自己的糟糕经历引起共情； 面对职场精英，他就和他们聊金融、经济走势； 面对政府要员，他就和他们探讨政策、社会。 一场宴会下来，无论权贵还是普通人，都觉得与他交谈如沐春风。 卡耐基把这段经历写进自传，还说： 成功的人际关系在于，捕捉对方的需求，而非表达自己的 需求。 说白了就是：见什么人，说什么话。 01 和底层人用情绪说话 底层社会的运行法则，是情绪而非理性。 为什么奶头乐、短剧爽片在底层更盛行？ 因为它们提供的是即时情绪反馈，而非复杂思考。 为什么罔顾事实，非黑即白的极端言论在底层更有市场？ 因为情绪化的解释比复杂的现实更容 ...

星标★IPO日报 精彩文章第一时间推送 港交所IPO募资额夺冠的欢庆烟火散去，A股和美股IPO复苏回暖的前戏刚刚落幕，投资者们已来到了2026年，更加精彩的IPO大戏正式开演。 各核心市场的政策红利继续释放，人工智能（AI）、半导体、卫星互联网等硬科技核心赛道吸引力持续加码；少数几家超级独角兽在2025年完成热身， 身价倍增，为2026年全球IPO市场的爆发写下伏笔；超级独角兽的上市潮涌来，或首选在中国香港与美国市场登陆；A股大型IPO将以半导体、AI大模型、 消费电子龙头为主。 2026年全球IPO募资总额能刷新2021年5940亿美元巅峰数值吗？哪家交易所能夺得募资冠军？全球IPO募资王会是哪家企业？ 融资将创新高 展望2026年，多家投行对2025年的全球冠军港交所给出了乐观预测。 国际投行德勤预测，港交所2026年大约有160只新股上市，最少募集3000亿港元（约380亿美元），募资总额续创新高，其中包括大约7只融资额达百亿港 元的大型新股。 国际投行毕马威认为，港交所预计上市新股在180—200家范围内，融资额约为3500亿港元（约450亿美元），A+H与特专科技将主导其IPO市场。 国际投行瑞银预 ...

当新年的钟声临近，一场专属于游戏的焕新计划已悄然就绪。无论你是想在元旦假期与好友畅快开黑，还是计划 为新一年的学习娱乐装备一位更懂你的"数字伙伴"，此刻，正是桌面全面进化、体验智能升级的最佳时机。联想 给出的答案是——联想极光游戏服务方案。该方案以光效联动为核心，可以实现多设备间的无缝协同，键盘、鼠 标、耳机等全系列极光外设都可一键配对互联，灯效参数实时同步，无需逐个调试即可达成全域光影统一。在此 基础上，更能深度联动屏幕画面，让外设灯效精准跟随游戏场景的光影变化、视频画面的色彩流转、音乐旋律的 节奏起伏同步变换。同时还支持自定义灯效设置，玩家可根据喜好自由调配色彩、亮度、律动模式，打造极具沉 浸感的场景化光影氛围。搭配联想极光键盘GK10 Pro 三模版 、联想极光鼠标GM11 Pro三模版等新品，为你构建 一个感知场景、主动响应、光效同步的全域游戏生态，让每一次操作都沉浸，每一刻体验都如意。 联想极光生态新品上市：最酷炫 RGB 神光同步键鼠解锁沉浸式游戏体验 现代玩家的桌面，常陷入一种"幸福的烦恼"：键盘、鼠标、耳机……每添置一件心仪的外设，就多一项需要单独 调节的灯光、一套需要适配的配置。在游戏激战、 ...