TCL电子(01070)发布公告，预期本集团2025年度的经调整归母净利润约在23.3亿至25.7亿港元之间，与 2024年同期相比，将取得约45%至60%的增长。经调整归母净利润预期大幅增长的主要原因为： 未来，本集团将不断探索AI新场景前沿技术，坚持"全球化"和"中高端化"发展，持续提升全球品牌价值 及商业价值，加快全球化经营进程。 (i)本集团秉持"品牌引领价值、深化全球经营、科技驱动、活力至上"的战略方针，坚持"全球化"和"中 高端化"发展。本集团全球业务实现有质量增长，整体盈利能力持续增强，其中大呎吋显示业务持续保 持市场领先地位且中高端化成效显著，互联网业务维持高盈利水平，创新业务规模持续扩张。 (ii)本集团持续强化自身在全球供应链及渠道的领先布局优势，增强全球经营风险的敏捷应对能力。本 集团积极完善AI数字化能力，经营效率进一步提升带动费用率有效下降。同时，本集团围绕全球经营 进行组织调整，完善全球人才培养管理体系，并通过股权激励方案提升团队士气，进一步牵引本集团业 绩提升。 ...

城韵联动： IP赋能构筑青年文化磁场 2026年1月17日，西北地区首家OPPO｜一加旗舰店在西安赛格国际购物中心正式开业。作为OPPO探索科技与文化融合的又一实践之 作，该店以"千年古都遇上国风美学"为核心主题，深度融合西安"十三朝古都"的历史底蕴与年轻人喜爱的潮流元素，更携手热门二次元IP 《光与夜之恋》打造沉浸式体验场景，不仅成为西安科技国潮新打卡点，更吸引驻华外交官亲临探店，解锁传统文化年轻化表达的新路 径。 OPPO副总裁、大零售负责人李杰表示："西安既是沉淀千年的文化坐标，拥有兵马俑、大明宫等不可复制的中华传统文化瑰宝，又是承东 启西、辐射西北且链接全国的地理枢纽，成为OPPO布局旗舰的核心要地。同时，这座十三朝古都并未被厚重底蕴束缚，而是以开放姿态拥 抱科技革新与数字潮流，电竞、文创等年轻业态蓬勃发展，实现了老传统与新青年的双向奔赴，这与OPPO探索文化与科技融合的品牌追求 高度契合。" 古都新韵：沉浸式国风场景唤醒文化共鸣 步入 OPPO西安旗舰店，秦唐古韵与潮流科技的碰撞无处不在，让人耳目一新。设计团队从西安厚重的历史文化中汲取灵感，将秦砖肌理 转化为墙面的现代叙事层次，把唐宝相花图案解构重 ...

Group 1 - The next-generation flagship iPhone is expected to be released within eight months, with the iPhone 17e potentially launching even sooner, in one month [1] - Analyst Jeff Pu revealed specific details about the iPhone 18 Pro, iPhone 18 Pro Max, and Apple's first foldable phone, likely named iPhone Fold, including screen sizes, processor configurations, and camera specifications [3] - The standard iPhone 18 is reported to be delayed until spring 2027, to be released alongside the iPhone 18e [3] Group 2 - The iPhone 18 Pro and Pro Max will maintain screen sizes of 6.3 inches and 6.9 inches, respectively, and will feature a similar design to the current iPhone 17 Pro series [4] - Both models are expected to have a 48-megapixel triple rear camera and an 18-megapixel front camera, along with 12GB of RAM [4] - Upgrades include the A20 Pro processor and a new self-developed modem, C2, with a smaller "Dynamic Island" area [4] Group 3 - The iPhone Fold will share several core configurations with the Pro models, including the front camera, 12GB RAM, A20 Pro chip, and Apple C2 modem [5] - Unlike the Pro models, the iPhone Fold will not feature the "Dynamic Island" design and is expected to include Touch ID fingerprint recognition [5] - The external screen size will be 5.3 inches, while the internal screen can expand to 7.8 inches, making the device wider than previous iPhones [5]

Core Viewpoint - Apple Inc. is positioned as a significant player in the AI sector, particularly with its new partnership with Google Gemini, which is expected to enhance its AI capabilities and monetization potential [1][2]. Group 1: Partnership Details - Apple has confirmed a multi-year agreement with Google to utilize its next-generation AI models, which will support the anticipated Siri 2.0 upgrade [2]. - The collaboration will leverage Google's Gemini models, which have received positive feedback since the launch of Gemini 3.0 last year [2]. - Apple is expected to pay approximately $1 billion annually to license the ~1.2 trillion parameter model from Google [3]. Group 2: Investment Outlook - Evercore ISI analysts maintain an Outperform rating on Apple with a price target of $330, highlighting the potential for monetization and custom AI experiences from the partnership [1][3]. - The partnership is seen as beneficial for Apple, allowing for an upgrade of its current model stack and paving the way for future monetization opportunities [3].

东方网记者程琦1月17日报道：错过了首轮家电补贴报名？没关系，申城消费者的"焕新"机会又来了。记者今日从上海市商务委获悉， 2026年上海家电以旧换新、数码和智能产品购新补贴活动第二轮报名于今日正式启动。本轮报名时间为1月17日0点至19日20点，继续采 取"消费者报名、公证摇号、中签发券"的方式开展。 报名限时三天！第二轮补贴还可以领取企业优惠券 根据公告，本轮活动继续按照"消费者报名、公证摇号、中签发券"的方式开展。报名时间为2026年1月17日0点至19日20点，发券时间为1 月21日12点至24点。 操作细则上，个人消费者需在规定时段内登录报名渠道。消费者可在线上、线下专区选择多品类报名，但若2026年已参加活动并享受过 补贴，则不能参加相应品类的报名。同时，同品类只能选线上或线下一个专区。 需要提醒的是，报名信息一经提交不予修改。中签结果公布后，未中签的品类券资格将立即释放，补贴资格券有效期为到账后14天。 此外，为让消费者更好地参与活动，本市还推出了企业优惠券等举措。消费者可在未中签页面申领华为、京东电器、红星美凯龙、苏宁 易购、海之声、爱舒床垫、好饰家等企业的优惠券，至线下门店核销。 | 本轮参 ...

1月15日，世界经济论坛(WEF)公布最新一期全球"灯塔工厂"名单，海信电视工厂成功入选，成为全球电视行业首家获此认证的工厂。"灯塔工厂"被誉为全 球制造业的"奥斯卡"，是智能制造领域的顶级认证，此次入选标志着该工厂在效率、质量与柔性化生产方面达到全球领先水平，也让其在与三星、索尼等国 际大厂的智能制造竞争中形成差异化优势。 该工厂的核心特色在于构建了"以用户为中心+全链AI智造"的双引擎数字化转型模式，其特殊性体现在对用户需求的精准捕捉与全流程智能化升级的深度融 合。 达0.1毫米级，替代了传统5名工人的手动操作。 质量管控方面，工厂打造了行业首创的AI智能检测平台，基于超过26万份高质量样本训练的深度学习模型，通过"拍检同步"技术构建完整质量闭环，检测效 率提升70.7%。 作为全球电视行业唯一的"灯塔工厂"，该工厂通过用户导向的价值链重构，实现了从"等待需求"到"秒级响应"的转型，其在用户需求洞察、全流程AI应用、 柔性生产等方面的实践，为行业提供了可复制的数字化转型范例。 在用户需求洞察环节，工厂通过大数据技术与星海大模型协同，结合本地化产品知识库，实现了海量数据（603138）的分钟级深度分析。同时 ...

Group 1: Soros Fund Management's Investments - Billionaire investor George Soros has significantly increased positions in mega-cap stocks, notably Apple and Amazon, with new investments totaling hundreds of millions of dollars [1][2] - In Q3 2025, Soros Fund Management acquired over 1.843 million shares of Amazon, valued at $404.808 million, resulting in a total holding of $488.803 million, which is a 482% increase from Q2 [1] - The firm also purchased 328,605 shares of Apple worth $84.718 million, raising its total investment in Apple to $89.053 million, reflecting a 1,954% quarter-over-quarter increase [2] - Additionally, Soros Fund Management acquired 631,397 shares of Alphabet, valued at $155.297 million, bringing total holdings to 658,367 shares worth $160.049 million, marking a 2,341% increase from Q2 [2] Group 2: Total Investment and Market Context - Overall, Soros Fund Management invested $644.823 million in Amazon, Apple, and Alphabet within a single quarter [3] - Warren Buffett's Berkshire Hathaway also entered a new position in Alphabet during Q3 2025, purchasing 17.846 million shares valued at $4.93 billion, which constitutes 1.6% of its portfolio [3] - On December 31, 2025, Warren Buffett stepped down as CEO of Berkshire Hathaway, with Greg Abel succeeding him on January 1, 2026, while Buffett remains as chairman [3]

Core Viewpoint - Peter Thiel has sold his stake in Nvidia and reinvested in Apple and Microsoft, indicating a strategic shift in his investment approach amidst changing market dynamics in the AI sector [3][16]. Group 1: Nvidia's Market Position - Nvidia's stock has surged approximately 1,000% since the onset of the AI revolution, making it the most valuable company globally with a market cap of $4.5 trillion [4][7]. - The stock's growth has attracted widespread ownership among retail and institutional investors, leading Thiel to adopt a contrarian stance by divesting his entire stake [5][6]. - Nvidia's current valuation suggests it is transitioning from a growth stock to a macroeconomic indicator, increasingly influenced by geopolitical factors and capital expenditure trends [5][6]. Group 2: Apple and Microsoft's Investment Appeal - Apple and Microsoft, previously viewed as laggards in technology, are now seen as strong investment opportunities due to their extensive ecosystems and strategic positioning in the AI landscape [11][15]. - Apple's ecosystem encompasses over 2 billion devices, allowing it to monetize AI developments without directly investing in AI technologies [10][11]. - Microsoft is enhancing its AI capabilities through its cloud infrastructure (Azure) and enterprise solutions, creating a robust platform for businesses developing AI applications [11][12]. Group 3: Long-term Strategic Outlook - The analogy of Nvidia as a pick and shovel supplier during a gold rush illustrates its short-term profitability, while Apple and Microsoft are likened to landowners who will benefit from long-term value creation as AI technologies mature [14][15]. - By the 2030s, both companies are expected to evolve into dominant players in the AI space, leveraging their platforms to generate ongoing revenue from AI operations [15].

不知不觉，小米17系列发布过去5个月，成为目前销量最好的国产旗舰机，小米18系列也已提上日程。据业内人士爆料，小米18系列定档9月发布，雷军尝到 提前发布的独占期甜头，再次领先友商一个月，延续副屏设计打出差异化定位。 数码闲聊站爆料，下一代天玑9600处理器发布前探，OPPO和vivo至少有一家定档9月迭代新机，这一代超大杯定档4月，对于芯片换代周期不是太友好。反 观小米，旗舰机迭代计划节奏基本确定，9月发布小米18系列，12月发布小米18 Ultra，建议其他友商可以跟进小米发布计划。 小米17系列今年9月下旬发布，友商旗舰10月中旬亮相。凭借半个多月独占期和国庆节黄金周优势，小米17系列只用了不到10天卖出去100多万台，直到2020 年1月上旬，用4个月才卖到300万台。也就是说，凭借首发优势，小米17系列10天的销量相当于后来100天销量50%，如此巨大的优势让雷军下定决心保持提 前发布。 当然了，友商也看到了小米17系列的成功，所以也决定提前亮相。OPPO和vivo至少有一家将发布会提前到9月，甚至两家都提前，减少小米首发优势对自己 的影响。而且蓝绿大厂也看见小米改名的成功，下一代除了标准版、Pro ...

Core Insights - Apple is set to introduce 9 new emojis in the upcoming iOS 16.4 update, scheduled for release between March and April this year, to enhance user expression [1][4] Group 1: New Emojis - The 9 new emojis include a trombone, treasure chest, distorted face, furry creature (also known as Bigfoot), fighting cloud, apple core, orca, ballet dancer, and landslide, each designed to cater to diverse scenarios and creative expressions [4] - The distorted face emoji has gained popularity on the Discord platform, serving as a transformed version of the awkward face emoji, known for its exaggerated visual effect that enhances user interaction [4] Group 2: Customization Features - The iPhone 15 Pro and subsequent models will feature Apple's smart function "Genmoji," allowing users to customize emojis or combine existing ones, adding a personalized touch to emoji usage [4] - The new emojis will be directly integrated into the native emoji keyboard on iPhones, enabling users to access them without additional steps, thereby enriching the emoji library's completeness [4]