Market Performance - A-shares showed mixed performance on January 30, with the Shanghai Composite Index experiencing a decline of 0.96% to close at 4117.95 points, while the ChiNext Index rose by 1.27% to 3346.36 points [1] - The trading volume remained active, with the total turnover of the Shanghai and Shenzhen markets exceeding 25 trillion yuan for 20 consecutive trading days [1] Sector Performance - Strong performers included sectors such as CPO and other computing hardware stocks, with companies like Jieput and Changfei Optical Fiber hitting the daily limit, and others like Robotec and Tianfu Communication rising over 10% [1][2] - Conversely, the precious metals sector saw significant declines, with multiple stocks like Zhongjin Gold and Sichuan Gold hitting the daily limit down [1][2] Institutional Insights - Market conditions are supported by favorable policies and sufficient liquidity, with the central bank's targeted interest rate cuts and long-term capital inflows providing support [3] - Investment focus is suggested to be on high-growth sectors such as semiconductors, consumer electronics, artificial intelligence, robotics, and commercial aerospace [3] - The banking sector is viewed as attractive due to its high dividend yield and low valuation, with expectations of increased allocation from long-term funds [4] Industry News - The domestic smartphone market saw a significant decline in shipments, with December 2025 figures showing a 29.1% year-on-year drop, particularly in 5G smartphones [5] - China Construction Bank announced an increase in the minimum amount for personal gold accumulation business to 1500 yuan starting February 2, 2026 [5][6]

Despite beating estimates and issuing upbeat guidance, Apple Inc. (NASDAQ:AAPL) shares barely moved as investors look for clearer evidence that artificial intelligence will meaningfully drive future growth, according to Deepwater Asset Management's Gene Munster.Apple Delivers Strong Quarter — On PaperApple reported fiscal first-quarter revenue of $143.76 billion, topping Wall Street expectations of $138.42 billion, while earnings came in at $2.84 per share, ahead of estimates of $2.66, according to Benzinga ...

Core Insights - Redmi officially launched the Turbo 5 and Turbo 5 Max models during a product launch event on January 29, with a significant memory subsidy from Xiaomi amounting to 1 billion yuan [1]. Group 1: Product Features - The Redmi Turbo 5 series introduces a new ticketing mode featuring a smart screen recognition system and a countdown timer for purchases, applicable to various scenarios such as transportation tickets, concerts, and shopping [3]. - The standard version of the Redmi Turbo 5 is equipped with the Dimensity 8500-Ultra processor and a large 7560mAh battery, positioned as a performance phone in the "2K" price range, starting at 1999 yuan, with a national subsidy bringing the effective price down to 1699.15 yuan [3]. Group 2: Market Strategy - Xiaomi's China market manager expressed gratitude towards key executives for the memory subsidy amidst rising memory prices, indicating a strategic move to enhance competitiveness in the market [1].

Group 1: Amazon - Amazon announced another round of layoffs as part of a cultural reset, eliminating tens of thousands of roles over the past two years, primarily in white-collar developer positions [2] - The company is restructuring around cloud infrastructure, AI services, and operational efficiency [2] - Amazon will close its Amazon Go and Fresh stores, citing a failure to create a distinctive customer experience with the right economic model [2] Group 2: Snap Inc. - Snap is spinning out its Specs AR glasses business into a standalone entity, separating hardware development from its core social media operations [3] - The launch of Spectacles at $99/month for developers will soon be available to the public, but the effort is considered doomed to fail [3] - Snap has struggled against competitors like Google's Android XR, Meta's AI smartglasses, and Apple's upcoming wearable AI devices [3] Group 3: Apple - Apple is developing an AI wearable, a small pin-sized device comparable to an AirTag, designed to work with a future LLM-powered version of Siri [4] - The device is still considered experimental, with a possible launch window in 2027, and aims to be an ambient companion integrated into Apple's ecosystem [4] - Apple's approach reflects a strategy of entering categories only after they have proven successful, focusing on vertically integrated hardware, silicon, and software [4] Group 4: OpenAI - OpenAI is preparing to debut its own consumer AI hardware later this year, following the acquisition of former Apple design leader Jony Ive's company for $6 billion [5] - The effort aims to establish a new category of AI-native devices centered around conversation and perception [5] - The convergence of Apple, OpenAI, and Google around AI hardware suggests a new device cycle centered on continuous AI presence may begin in 2026 [5] Group 5: VR Industry - Mighty Coconut, developer of Walkabout Mini Golf, cut roughly a quarter of its staff despite having a successful title on Quest, raising prices on new content due to rising costs [7] - Atlas V raised $6 million to diversify from narrative VR toward free-to-play gaming and location-based experiences, acknowledging that premium narrative VR has failed to reach sufficient audience scale [8] - The studio plans to focus on experiences with clearer revenue models, including ticketed VR attractions and live installations [8]

Group 1 - The establishment of the Xiaomi Nanjing Party Branch marks an important milestone in the company's development and signifies a deeper integration with the local community [3][4] - Xiaomi's Nanjing headquarters has gathered over 6,000 young talents and plans to create a research and development center with a workforce of 10,000, aiming to enhance regional industrial upgrades [3][4] - The Party Branch will focus on high-quality development and innovation, leveraging local industrial ecology and policy support to drive mutual growth between the company and the region [3][4][7] Group 2 - Xiaomi's unique "Four Hearts Work Method" integrates internet and product thinking into the entire process of party building, showcasing innovative practices and achievements [4][7] - The leadership of the Nanjing Party Branch consists of heads of core business modules, emphasizing the cultivation of young party members and technical talents [5][7] - The establishment of the Party Branch is expected to inject new energy into the non-public enterprise party building team and provide new ideas for the integration of large enterprise party building with industrial chain party building [7][8] Group 3 - The Nanjing Party Branch's inauguration is a step towards systematic development in party work, supported by funding for its initial operations [7] - The local government is committed to integrating party organization coverage with industrial development, enhancing the effectiveness of party work in the region [8] - The initiative aims to transform party advantages into industrial development strengths, contributing to the creation of a modern international city center in Jianye [8]

IT之家注：该功能支持用户通过简单的操作，直接处理 iPhone 屏幕上的内容，涵盖深度解析、搜索和执行后续指令等。库克指出，这极大地提升了用户跨 应用获取信息和解决问题的效率，改变了传统的人机交互逻辑。 除视觉交互外，库克还强调了"实时翻译"（Live Translation）的重要性。他提到，苹果收到了大量用户反馈，称该功能帮助他们实现了跨语言的无缝沟通。 此外，"写作工具"（Writing Tools）和照片应用中的"清理"（Clean Up）功能也被列为用户高频使用的核心模块。 IT之家 1 月 30 日消息，科技媒体 9to5Mac 今天（1 月 30 日）发布博文，报道称在苹果 2026 财年第一财季（截至 2025 年 12 月 27 日）财报电话会议上，蒂 姆 · 库克（Tim Cook）披露了 Apple Intelligence 的最新使用情况。 库克明确表示，在本季度内，绝大多数持有已启用 Apple Intelligence 功能 iPhone 的用户，都在"积极利用"其各项能力。 虽然库克并未提供 Apple Intelligence 兼容机型的具体销量或激活数量，但他同时宣布了一个 ...

Core Insights - Apple is prioritizing the production and shipment of three high-end iPhone models for 2026 due to adjustments in marketing strategy and supply chain constraints, while delaying the launch of standard models [1][2] Group 1 - Apple is focusing on high-end iPhone models for 2026 [1] - The decision is influenced by changes in marketing strategy [1] - Supply chain limitations are also a contributing factor [1]

在广东省两会现场，深圳市市长覃伟中两次为全景相机、运动耳机、AI眼镜、电助力自行车等深圳高 科技产品"代言"。他表示，"到华强北扫货，淘深圳硬科技，火爆'出圈'。" 广东多地市委书记、市长化身"广货推荐官" 中新社广州1月30日电 (记者 张璐)"大家在理发店用到的这款电吹风，基本上是我们的产品。我试用过 了，声音非常低，还具备香氛功能。"广东省十四届人大五次会议揭阳代表团近日举行开放团组活动， 揭阳市市长曲晓杰以"亲测"感受现场推介揭阳产电吹风。 2026年广东省政府工作报告提出，广东将全力塑造"美好生活、广东制造"的市场形象，立体化开展"广 货行天下"推介活动。在2026年广东省两会和"'十四五'广东成就"系列主题新闻发布会现场，广东多地市 委书记、市长化身本地名优特产"推荐官"，令广货成为会场内外的关注热点。 1月25日晚，"请到广东过大年·广东文旅邀您来——广货行天下 湾区购物嘉年华"发布仪式在广州市 海心沙举行。 中新社记者 陈楚红 摄 孙志洋表示，马年将至，广州已准备了2000余项春节文旅活动。他说，"诚邀国内外游客到广东来，逛 花市、赏花灯、观烟花、品美食，看一看'大湾鸡'，听一听《嘉禾望岗》， ...

Core Insights - Apple reported record revenue of $143.8 billion for Q1 of fiscal year 2026, a 16% year-over-year increase, with diluted earnings per share (EPS) of $2.84, up 19% [1][4] - CEO Tim Cook highlighted unprecedented demand for iPhones, leading to the best quarter ever for the product across all regions [1][2] Revenue Breakdown - iPhone revenue reached $85.269 billion, a 23% increase year-over-year, marking a historical high [2] - Services revenue was $30.013 billion, up 14% year-over-year, also a record [2] - iPad revenue was approximately $8.595 billion, a 6% increase [2] - Mac revenue was $8.386 billion, down about 7% [2] - Wearables, Home, and Accessories revenue was $11.493 billion, down about 2% [2] - Greater China saw significant growth, with revenue of $25.526 billion, a 38% increase year-over-year [2] Profitability and Cash Flow - Gross margin for the quarter was 48.2%, up from 46.9% year-over-year, with product gross margin at 40.7% and services gross margin at 76.5% [3] - Operating cash flow was approximately $53.9 billion, with nearly $32 billion returned to shareholders through stock buybacks and cash dividends [3] - A cash dividend of $0.26 per share was announced, payable on February 12, 2026 [3] Future Outlook - Apple did not provide formal guidance for the next quarter but emphasized a strong foundation for long-term growth based on user base, service growth, and product satisfaction [4] - The company achieved record results across multiple metrics, making it the largest single fiscal quarter in its history [4]

Jan 30 (Reuters) - Apple is prioritizing production and shipment of its three highest-end iPhone models for 2026 while ​delaying the rollout of its standard model due to ‌a marketing strategy shift and supply-chain constraints, Nikkei Asia reported on Friday, citing ‌four people with knowledge of the matter. Reuters could not immediately verify the report. Apple did not immediately respond to a Reuters' request for comment outside regular business hours. The U.S. tech giant will focus ⁠on delivering it ...