凤凰网科技讯 1月26日，小米集团创始人雷军通过社交媒体转发了央视新闻对小米智能家电工厂的报道 视频，并介绍了该工厂的生产细节。 雷军表示，未来"小米科技家电"将从这里走向全球。央视新闻的报道视频时长超过5分钟，详细展示了 工厂的内部运作情况。 该工厂是小米继手机智能工厂、汽车超级工厂之后建设的第二座大型智能制造基地。雷军在转发中提 及，工厂以用户需求驱动创新，以人工智能赋能生产，并列举了"6.5秒下线一台空调"、"关键部件及整 机100%AI质检"以及采用"磁悬浮主板装配线" 等具体生产特点。 ...

Market Overview - The U.S. stock market is experiencing volatility due to President Trump's tariff threats, the Federal Reserve's interest rate decision, and earnings reports from major tech companies [1][2][11] - The S&P 500 index had a 2% increase before a drop of over 2% following tariff announcements [1] Federal Reserve Interest Rate Decision - The Federal Open Market Committee (FOMC) is expected to maintain the federal funds rate at 3.5% to 3.75% during its meeting on January 28 [3] - The likelihood of a 25-basis-point cut is only 4% according to CME Group's FedWatch tool [3] - Recent economic data suggests a resilient jobs market, with the unemployment rate improving to 4.4% in December from 4.5% in November [4][5] Earnings Reports from "Magnificent Seven" - Four companies from the "Magnificent Seven" will report earnings this week: Tesla, Microsoft, Meta Platforms, and Apple [6][11] Tesla - Expected revenue for Tesla in Q4 is $24.9 billion, a 3% decrease, with non-GAAP earnings projected to drop 45% to $0.40 per diluted share [6] - Focus will be on CEO Elon Musk's comments regarding physical AI initiatives [7] Microsoft - Anticipated revenue increase of 15% to $80.3 billion, with non-GAAP earnings expected to rise 20% to $3.86 per diluted share [8] - Investors will pay attention to Azure's revenue growth and generative AI adoption [8] Meta Platforms - Expected revenue growth of 21% to $58 billion, with non-GAAP earnings projected to increase 3% to $8.23 per diluted share [9] - Investors are looking for continued trends in engagement and advertising conversion rates due to AI investments [9] Apple - Expected revenue increase of 11% to $138 billion, with GAAP earnings also projected to rise 11% to $2.67 per diluted share [10] - Market focus will be on iPhone sales and updates regarding AI innovation [10]

Core Viewpoint - Discussions regarding when Tim Cook will step down as CEO of Apple are increasing, with varying timelines reported [1][3] Group 1: Succession Planning - A few months ago, the Financial Times reported that Apple is preparing for Cook to potentially step down as early as early 2026 [3] - Bloomberg's Mark Gurman expressed skepticism about this timeline, stating it seems "unlikely" [3] - Gurman previously indicated he would be "shocked" if Cook stepped down before mid-2026, suggesting Cook may remain CEO at least until the WWDC conference in June [3] Group 2: Future Roles and Candidates - There are rumors that Cook may transition to become the chairman of Apple's board after stepping down, but this transition is not expected to happen soon [3] - Current board chairman Arthur D. Levinson will face re-election at the company's annual shareholder meeting on February 24 [3] - John Ternus, Apple's Senior Vice President of Hardware Engineering, is widely considered the most likely successor to Cook, especially after Cook transferred management of the design team to Ternus at the end of last year [3] Group 3: Tim Cook's Tenure - Cook has served as Apple's CEO since August 2011 and has reached the typical retirement age of 65 [3] - Indications suggest that Cook's time leading Apple may be coming to an end, but Gurman believes the official transition will not occur imminently [3]

对于苹果2026财年第一季度财报，焦点将再次落在iPhone需求上，尤其是在中国。苹果在中国面临定价 压力和本土竞争对手的挑战。投资者希望看到近期促销活动和产品更新是否支撑了假日季的销量，以及 平均售价是否保持稳定。 尽管苹果不再披露销量，但地区收入趋势将被密切关注，以作为潜在需求的参考。iPhone仍是苹果最大 的单一产品类别，并驱动其他产品和服务生态系统的参与度。 在华表现将受审视 另一个焦点是中国市场，它既是苹果产品的制造基地，也是重要的终端市场。苹果此前已承认在中国市 场面临挑战，这份最新财报将能揭示情况是否趋于稳定。考虑到持续的地缘政治、关税和监管因素，苹 果管理层关于供应链地域多元化的评论也可能吸引关注。 中国是苹果最大的市场之一，其表现对该公司整体增长前景至关重要，与本土品牌的竞争动态以及监管 考量都会影响苹果在该地区的表现。中国智能手机市场竞争激烈，华为、小米和OPPO等本土制造商市 场份额不断提升。苹果必须证明其高端产品仍能持续吸引中国消费者。 智通财经APP获悉，苹果(AAPL.US)将于1月29日(周四)美股盘后公布2026财年第一季度业绩。投资者希 望厘清这家科技巨头能否在全球需求形势 ...

Group 1 - The core message of the article highlights the upcoming launch of Xiaomi's new product, Turbo 5 Max, scheduled for January 29 at 19:00 [1] - Xiaomi's President, Lu Weibing, indicates that the K series will be upgraded in 2025, with the Turbo series taking over the 2000-3000 price range [1] - The industry is facing challenges, particularly due to rising memory prices, which may force brands to either increase prices or reduce specifications, threatening the value proposition of mid-range devices [1] Group 2 - Despite industry challenges, the Turbo series aims to maintain a strong presence in the mid-range market, ensuring competitive offerings in the 2.5K price segment [1] - The Turbo 5 Max will feature the Dimensity 9500s processor with a benchmark score of 3.61 million, a 9000mAh battery, and high-end features such as dual speakers and full waterproofing [1]

2026 年，我们真的还需要充电宝吗？ 前不久荣耀发的新机，电池容量已经干到了 10000mAh。还有几款新机的爆料也突破了 8k 大关。 所以理论上来说，确实可以不用充电宝了。 从当年的万能充时代，一块电池只有几百毫安时，到后来电池不可拆卸，我们用了十几年的时间，才好不容易把容量一点点从 2000、3000 提升到了 5000 毫安时。 可是最近这一年，电池技术的发展之快，快到我们没有反应过来，容量就已经干到 10000mAh 了。 其实在此之前，整个电池行业在石墨材料上已经停滞了整整十年，主要原因是石墨这个东西它的吸附比容量极限是 372mAh/g ，而在过去的这几年 里，工程师们就算把工艺压榨到极致，也只做到了 360mAh/g 左右。 这就像是一个已经装满水的瓶子，无论你再怎么做表面处理、怎么优化结构，他永远只能装这么多水。 所以只要还在用石墨，电池容量就只能在原地踏步，因此厂商们意识到，修修补补没用了，必须得换个思路了，于是，硅这个材料被重新推到了舞 台。 硅这个材料的理论数据非常漂亮，它的容量高达 4200mAh/g，是石墨的 11 倍还多一点。 那么，硅碳电池和我们之前的电池到底有什么根本区别呢 ...

以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 来源丨华商韬略（ID： hstl8888 ） 作者丨 南来 图源丨Midjourney 造一副AI眼镜，其实不难——只要你在中国。 在珠三角，只要有订单，AI眼镜可"三天出样、七天上线"； 在长三角，全球最顶尖的光波导、Micro LED显示技术汇聚一堂，硅谷老大来了也要夸声"老灵了"。 美银证券（BaofA）的报告则揭示了更令人震惊的数据： 在全球AI眼镜的供应链中，超过80%的企业来自中国。 AI眼镜，这个被硅谷视为下一代计算入口的智能设备，正被中国工厂尽在掌握。 站在顶端 中国对AI眼镜的掌握是全面性的。 在摄像头模组、光学镀膜、结构件、整机组装等关键环节，中国企业都是领先者与引领者。零组件核 心企业之一至格科技CEO孟祥峰就曾强调说： "不用出长三角，就能完成（AI眼镜）所有核心部件采购与测试。" 一副AI眼镜有诸多零部件，芯片、光学模组（光机+波导片+屏幕）两大部分最为核心，最有技术难度 与价值，中国企业对全球AI眼镜产业的掌控，也是得益于在此的技术突破与市场优势。 芯片相当于AI眼镜的"大脑"，负责处理与计算； ...

格隆汇1月26日｜据36氪，京东科技购物智能体JoyGlance正式登录智能眼镜品牌乐奇 Rokid，全球首款 智能眼镜购物应用正式落地。2025年底，由京东旗下大模型JoyAI支持的JoyGlance就已与乐奇Rokid官 宣战略合作。本次上线，意味着双方能力全面打通，进入实际可用阶段。 ...

Core Insights - The REDMI Turbo 5 series is set to be unveiled, with a focus on maintaining strong performance in the mid-range market despite industry challenges such as rising memory prices [1][9][11] - The Turbo series aims to bridge the gap in the 2.5K price segment, ensuring competitive offerings that uphold the brand's reputation for value [4][12] Industry Challenges - The smartphone industry is facing increased challenges, particularly due to rising memory prices, which may force brands to either increase prices or reduce specifications, undermining the value proposition of mid-range devices [1][4][11] - The Turbo series is positioned to tackle these challenges by delivering high-performance products that maintain affordability [4][12] Product Features - The Turbo 5 Max will feature a 9000mAh battery, which is the largest and highest energy density battery in its class, providing performance comparable to competitors with 10000mAh batteries [1][6][12] - The device will be powered by the Dimensity 9500s chip, achieving a benchmark score of 3.61 million, which positions it as a high-performance option even against devices priced above 4000 yuan [6][12] - The Turbo 5 Max emphasizes a premium user experience with high-quality materials, thoughtful design, and features such as dual speakers and full waterproofing [1][6][12] Market Positioning - The Turbo series has established itself as a performance leader, with previous models achieving significant sales milestones, including breaking records for first-day sales across all price segments [4][12] - The introduction of the Turbo 5 Max represents a strategic move to enhance the brand's appeal to younger consumers by offering uncompromised performance and features at competitive prices [1][12]

Core Insights - The event "Guanghuo Hang Tianxia" in Huaqiangbei, Shenzhen, showcased over 400 consumer electronics products, with more than 80% featuring AI capabilities, aiming to enhance the Guangdong brand and promote sales domestically and internationally [1][4]. Group 1: Event Overview - The event attracted a daily foot traffic of 750,000 people, featuring 50 leading consumer electronics brands including Huawei, Honor, and OPPO, showcasing their latest products [2]. - The Huawei Mate Pad Edge, a two-in-one device with Harmony OS 5.1, received significant attention for its innovative detachable screen design, allowing seamless transitions between tablet and computer modes [2]. Group 2: AI Integration in Products - AI-related products dominated the exhibition, with around 80% of the showcased items incorporating AI features, catering to various consumer needs across different age groups [3]. - Shenzhen Dejiazhou Electronics presented a range of practical AI products, including AI glasses and translation devices, with their AI smart glasses priced at 380 yuan, significantly lower than similar international products [3]. Group 3: Market Impact and Consumer Trends - The event increased overall foot traffic in Huaqiangbei by approximately 100,000 visitors, a 15% year-on-year growth, indicating a strong consumer interest in tech products as modern gifts [4]. - The exhibition allowed manufacturers to gain insights into market demands, particularly the emphasis on practical AI functionalities, which will inform future product development [4]. Group 4: International Engagement - Huaqiangbei serves as a key destination for international buyers, with over 7,000 foreign merchants visiting daily and shipping over 10 billion packages annually to 183 countries [5]. - The area is enhancing its infrastructure to support international commerce, including multi-currency exchange points and multilingual services, to facilitate smoother transactions for foreign customers [6]. Group 5: Future Development Plans - Huaqiangbei aims to transition from "China's Electronic First Street" to a "Global Digital Consumption Destination" by hosting various promotional events and integrating online and offline sales channels [6].