Core Viewpoint - Huawei is launching a limited-time Spring Festival promotion offering significant discounts on various products, aiming to boost sales during the festive season [1] Group 1: Promotion Details - The promotion runs from now until February 28, with discounts on specific models: up to 1500 yuan off on the Pura 80 series, up to 1800 yuan off on the Mate 70 series, and up to 2000 yuan off on the Mate X6 series [1] - Customers can also benefit from a trade-in program, receiving up to 1000 yuan off, and can take advantage of a maximum interest-free installment plan of 12 months, with total price reductions reaching up to 4000 yuan [1] Group 2: Participating Products - The promotional event includes a wide range of products such as the Huawei Mate 80 series, Pura 80 series, Mate 70 series, Mate X6 series, Pura X series, nova 15 series, Mate XTs, as well as Huawei watches, headphones, tablets, PCs, smart screens, and routers [1]

Core Viewpoint - Huawei is launching a limited-time Spring Festival promotion offering significant discounts on various products, aiming to boost sales during the festive season [1] Group 1: Promotion Details - The promotion runs from now until February 28, with discounts on specific models: up to 1500 yuan off on the Pura 80 series, up to 1800 yuan off on the Mate 70 series, and up to 2000 yuan off on the Mate X6 series [1] - Customers can also benefit from a trade-in program with a maximum discount of 1000 yuan and financing options with up to 12 months of interest-free installments, leading to total price reductions of up to 4000 yuan [1] Group 2: Participating Products - The promotional event includes a wide range of products such as the Huawei Mate80 series, Pura80 series, Mate70 series, MateX6 series, Pura X series, nova15 series, Mate XTs, as well as Huawei watches, headphones, tablets, PCs, smart screens, and routers [1]

每经AI快讯，1月29日，据华为终端官方微博消息，华为即将开启春节限时优惠，即日起至2月28日， 购买指定产品最高可优惠4000元。其中，Pura80系列指定机型最高优惠1500元，Mate70系列指定机型最 高优惠1800元。 ...

Core Insights - The television industry is facing rising costs due to increases in memory, panel, and precious metal prices, leading to a downward revision of the global TV shipment forecast for 2026 from a decrease of 0.3% to 0.6%, totaling approximately 194.81 million units [3][5] - The cost structure has made it difficult to maintain previous low pricing strategies, necessitating price increases for new models [5][6] - The share of memory in the Bill of Materials (BOM) cost for TVs has risen from 2.5-3% to 6-7% due to the price surge [5][7] Shipment Forecast - The global TV shipment for 2026 is projected to be 194.81 million units, reflecting a year-on-year decrease of 0.6% [5][6] - Despite promotional events like the Super Bowl and FIFA World Cup, the second half of 2026 may face challenges in maintaining shipment momentum due to rising component prices [6][7] Cost Analysis - Panel costs account for approximately 40-50% of the total TV production cost, with prices beginning to rise as of January 2026 [6][7] - The price of 4GB DDR4 memory, commonly used in 4K TVs, has increased over fourfold in the past year, with expectations of a further increase of over 60% in the first quarter of 2026 [6][7] Market Dynamics - Smaller brands with limited resources are likely to be more adversely affected by the rising memory prices, impacting their production capabilities and profitability [7] - In the Chinese market, favorable subsidy policies for energy-efficient products are expected to benefit Mini LED models, with an anticipated penetration rate of 10% and shipments reaching 20 million units [7] - TCL is positioned to lead the Mini LED TV market, with a market share projected to exceed 30% due to its integrated advantages in materials and manufacturing [7]

Group 1 - Huawei has announced a limited-time Spring Festival promotion, running from now until February 28, offering significant discounts on various product lines [1] - The Pura 80 series designated models can receive discounts of up to 1,500 yuan, while the Mate 70 series can be discounted by up to 1,800 yuan, and the Mate X6 series can see discounts of up to 2,000 yuan [1] - The promotion includes trade-in offers with a maximum discount of 1,000 yuan and financing options with up to 12 months of interest-free installments, with total price reductions reaching up to 4,000 yuan [1] Group 2 - Participating products in the promotion include the Huawei Mate 80 series, Pura 80 series, Mate 70 series, Mate X6 series, Pura X series, nova 15 series, Mate XTs, as well as Huawei watches, headphones, tablets, PCs, smart screens, and routers [1]

Core Viewpoint - Snap Inc. is establishing Specs Inc. as a wholly-owned subsidiary to focus on its augmented reality smartglasses business ahead of a public product launch later this year [1] Group 1: Business Structure and Strategy - The restructuring into a subsidiary allows for operational focus and potential minority investment opportunities [2] - The subsidiary structure facilitates clearer business valuation and supports the development of a distinct brand identity for Specs [4] Group 2: Product Development and Features - Specs smartglasses have been in development for over a decade, featuring see-through lenses that overlay digital objects onto the real world, utilizing hand and voice controls [2] - The smartglasses aim to enhance user presence in their surroundings, with applications being developed for learning, gaming, and workplace collaboration [3] Group 3: Technological and Environmental Impact - Specs is positioned as a new computing paradigm, coinciding with the rise of artificial intelligence in technology interaction [4] - The company highlights environmental benefits, suggesting that digital goods created through Specs could reduce waste by replacing physical items like whiteboards and televisions [4] Group 4: Market Preparation - The company is currently hiring in preparation for the commercial launch of Specs [4]

Core Viewpoint - U.S. stock futures are trading higher, with Microsoft and Apple expected to attract investor attention due to their recent financial performances [1] Group 1: Microsoft Corp. (NASDAQ:MSFT) - Microsoft reported second-quarter revenue of $81.3 billion, representing a 21% year-over-year increase, surpassing the Street consensus estimate of $80.25 billion [1] - The company achieved non-GAAP earnings per share of $4.14, exceeding the Street consensus estimate of $3.86 [1] - Despite the strong financial results, Microsoft shares fell 6.1% to $452.04 in after-hours trading [1] Group 2: Apple Inc. (NASDAQ:AAPL) - Analysts anticipate Apple to report quarterly earnings of $2.67 per share on revenue of $138.42 billion [1] - Apple shares experienced a slight increase of 0.1%, reaching $256.79 in after-hours trading [1]

智通财经APP获悉，CINNO Research发文称，2025年，全球AMOLED智能手机面板市场持续稳健增 长。根据CINNO Research统计数据显示，2025年全球市场AMOLED智能手机面板出货量约9.2亿片，同 比增长4.7%，出货量再次刷新历史纪录，尽管增速相较前两年有所放缓，但整体仍保持上行趋势。这 一增长主要得益于高端智能手机对高刷新率、柔性显示和低功耗屏幕的持续稳定需求，以及中端机型持 续导入AMOLED技术所带来的结构性升级。 然而，增速明显放缓的背后亦有结构性原因：一方面因AMOLED在智能手机中的渗透率持续提升，尤 其在中高端市场已趋于饱和，新增需求空间收窄，导致同比增速自然放缓;另一方面2025年存储器等部 分核心元器件成本的持续上涨，导致整机BOM成本压力加剧，迫使厂商严控成本，部分品牌选择延缓 柔性AMOLED向中端机型下放，从而抑制了AMOLED面板出货量的进一步扩张。 数据来源：CINNO Quarterly Mobile Phone Panel Value Chain Report 分地区来看，2025年全球AMOLED智能手机面板市场韩国厂商占据了49.4%的份额; ...

Group 1 - The core event is the launch of JD.com's "Sending New Year Goods to Hometown" campaign in Guangming Village, Suqian, Jiangsu Province, featuring a striking "phone wall" made of large-screen AI smartphones [1][7] - The campaign aims to provide practical gifts for elderly users, with the phone wall consisting of OPPO A6I and WIKO X70 models, designed to address the specific needs of older adults [5] - The smartphones include features such as dialect recognition, AI anti-fraud, and remote assistance, making them suitable gifts for seniors, enhancing communication and safety [5] Group 2 - The JD.com New Year Festival is currently ongoing, offering significant discounts on a wide range of products, with official price reductions starting at 50% and additional subsidies up to 3000 yuan [7] - The campaign includes participation from various celebrities and influencers who will engage with consumers in major cities like Shanghai, Beijing, and Chengdu, delivering New Year blessings [7]

Core Insights - ByteDance has officially launched the Doubao mobile assistant project at the end of 2025, with the new device expected to be released in late Q2 2026 [1] - Supply chain sources indicate that ByteDance has high expectations for the new device, which is significantly improved compared to the first-generation test version [1] - The second-generation Doubao phone will continue its collaboration with ZTE Nubia, with ZTE responsible for hardware and Doubao focusing on AI [1]