1月15日，iQOO正式发布全新"战斗精灵"——iQOO Z11 Turbo，以"特好看、爆能打"的产品哲学，打破行业对中端机性能、影像、设计、续航等核心指 标"只能选其一"的固有认知，旨在打造价位段集强性能、好影像、高质感于一体的全能型中屏产品新标杆。 iQOO Z11 Turbo搭载第五代骁龙8旗舰芯与自研电竞芯片Q2双芯组合，配备2亿像素主摄、7600mAh超薄蓝海大电池、金属中框、玻璃/玻纤后盖、 IP68/69防尘防水、超声波3D指纹等旗舰配置，首次在Z系列中实现旗舰级外观质感、顶级游戏性能、超清影像系统与超长续航能力的全面融合。 颜值即正义，手感即战力 iQOO Z11 Turbo首次在Z系列中采用金属中框+玻璃/玻纤后盖的旗舰级材质组合，告别传统塑料感，带来视觉与触觉双重升级。机身正面采用四边超窄 边框设计，6.59英寸黄金中屏配合74.42mm超窄机身宽度，单手握持覆盖面积更大，兼顾视觉沉浸与操作便利性。10.4mm大R角设计贴合掌心弧度，长时间 握持不硌手，横竖握持皆舒适。 后置Deco采用阶梯式缓坡结构，视觉上呈现悬浮"机器之眼"效果，兼具科技感与辨识度；实际握持中，缓坡过渡有效降低镜头模 ...

1月17日，OPPO｜一加旗舰店（西安赛格国际购物中心店）（下称"OPPO西安旗舰店"）正式开业。作为OPPO西北地区首家旗舰店，门店以"年轻人的 城市公园"为定位，根植于西安深厚的秦唐文脉，将盛世气象转化为当代设计语言，打造一座连接历史与未来、融合文化体验与青年社交的城市新地标。 不仅是一家门店，西安旗舰店也致力于打造一座没有围墙的文化驿站和社交空间，除了呈现古代长安的历史文化，门店也将年轻人喜欢的二次元文化融 入空间设计。 基于OPPO品牌与国产女性向游戏《光与夜之恋》联动的契机，双方在西安赛格国际旗舰店落地全国联动的先导体验专场，并通过一系列特别活动打造 一场古典与科技、国风与现代交织的沉浸式开业"盛宴"；后续，门店还会定期更换主题IP，满足不同用户的差异化兴趣，持续打造年轻人的沉浸式潮流场 域。 OPPO副总裁、大零售负责人李杰表示："OPPO始终强调和年轻人同频，西安旗舰店以秦唐文化为设计灵感，通过前沿科技和潮流IP合作，实现传统文 化的年轻化表达，让传统文化可触可感，不仅成为弘扬西安历史文化的城市地标，更提供了一个跨文化交流的社交空间。" 秦唐古韵新演绎，城市公园变身文化引力场 当下，年轻人的社交 ...

1月19日，小米集团合伙人、总裁，手机部总裁，小米品牌总经理卢伟冰发文宣布，2026全网首个"测到 死" 直播——Turbo 5 Max 续航耐力赛，明天9点开赛。Turbo 5 Max将以 9000mAh迎战友商9000mAh， 甚至正面硬刚10000mAh机型。 据海报显示，此次直播从早9点开启、持续"狂测一整天"。测试过程中，每赢1分钟，官方抽送1台新 机；若Turbo 5 Max续航落败，则抽奖福利翻倍；围观见证，额外抽100份黄金红包。 责任编辑：李昂 1月19日，小米集团合伙人、总裁，手机部总裁，小米品牌总经理卢伟冰发文宣布，2026全网首个"测到 死" 直播——Turbo 5 Max 续航耐力赛，明天9点开赛。Turbo 5 Max将以 9000mAh迎战友商9000mAh， 甚至正面硬刚10000mAh机型。 据海报显示，此次直播从早9点开启、持续"狂测一整天"。测试过程中，每赢1分钟，官方抽送1台新 机；若Turbo 5 Max续航落败，则抽奖福利翻倍；围观见证，额外抽100份黄金红包。 卢伟冰 窗 = 》 26-1-19 14:09 发布于 北京 来自 小米17 Ultra 徕卡版 Tur ...

【环球网科技综合报道】1月17日，OPPO｜一加旗舰店（西安赛格国际购物中心店）（以下简称OPPO西安旗舰店）正式开业。作为OPPO西北地区首家旗 舰店，门店以"年轻人的城市公园"为定位，根植于西安深厚的秦唐文脉，将盛世气象转化为当代设计语言，打造一座连接历史与未来、融合文化体验与青年 社交的城市新地标。开业当天，门店不仅吸引了众多本地科技国潮爱好者，还吸引了多位驻华外交官前来打卡体验。 OPPO副总裁、大零售负责人李杰表示："OPPO始终强调和年轻人同频，西安旗舰店以秦唐文化为设计灵感，通过前沿科技和潮流IP合作，实现传统文化的 年轻化表达，让传统文化可触可感，不仅成为弘扬西安历史文化的城市地标，更提供了一个跨文化交流的社交空间。" 秦唐古韵新演绎，城市公园变身文化引力场 当下，年轻人的社交需求已经从线上的虚拟空间向线下实体场域的转移。OPPO西安旗舰店聚焦"年轻人的城市公园"核心理念，将古代盛世长安的历史文化 融入门店设计，从秦砖中汲取肌理，转化为墙面上的现代叙事层次，并将唐宝相花图案解构重组，融入门店的时尚陈列与装置细节。此外，门店结构融合了 传统榫卯工艺与现代流光金属网，古今工艺融合以及独具匠心的光影 ...

字节系再押注一款硬件。 1 月 19 日，安克创新与飞书联合发布了最新AI硬件安克AI录音 豆，南都N视频记者了解获悉，飞书提供了该产品的软件AI适配与服务。 据介绍，该款产 品以极轻的"磁吸纽扣"形态实现无感随身佩戴，基于飞书 AI 能力，支持声纹识别、实时转 写与翻译、实时 AI 可视化总结以及智能纪要生成，可以结合飞书知识问答，将录音变成可 协同、可流转的知识资产。目前产品已上市，售价899元。 在此形态下，用户可以领夹、挂坠等形式随身携带，较录音笔和录音卡片等设备更为轻便，使用场景也 更为丰富。该设备搭载2个全指向性麦克风，有效收音半径5米，配合智能降噪算法，即便在嘈杂环境中 也能精准过滤背景噪音，还原清晰人声。续航上，支持8小时连续录音，配合充电舱综合录音时间可达 32小时，满足全天候的记录需求。 去年，被朱啸虎评价为"全球做得最好的 AI 商业化案例之一"的AI硬件公司Plaud，在海外打爆品牌后再 开拓中国市场，目前已卖爆100万台，该产品是一款可磁吸在手机背后的录音卡片形态，同样是瞄准录 音场景，能帮助用户将对话变成能被记录和利用、有价值的东西。值得关注的是，去年在这一垂直赛道 中除了Plau ...

Core Viewpoint - The article highlights three stocks that are considered strong investment opportunities for 2026, emphasizing their significant profit generation capabilities. Group 1: Apple - Apple reported $416 billion in revenue and $112 billion in profits for the fiscal year ending September 27, 2025, with a cash stockpile of $54.7 billion [2] - iPhone sales account for 50% of Apple's total revenue, with associated products and services further increasing this percentage [2] - Anticipation of Apple's AI-powered smart glasses, expected to be unveiled this year, could serve as a catalyst for stock performance [4] Group 2: Microsoft - Microsoft is projected to generate approximately $327 billion in revenue for its fiscal year 2026, with earnings expected to rise significantly from the previous year's net income of $101.8 billion [5] - The company's largest revenue segment is productivity and business processes, including Microsoft 365 and LinkedIn, while the intelligent cloud segment, including Azure, is also a major contributor [6] - Analysts have a positive outlook for Microsoft, with a consensus price target suggesting over 30% potential upside, driven by increased adoption of agentic AI [8] Group 3: Nvidia - Nvidia anticipates generating around $212 billion in revenue for its fiscal year 2026, with profits expected to account for more than half of that total [9] - The company's GPUs are crucial for AI applications, with data center revenue comprising nearly 90% of total revenue in the latest quarter [10] - Nvidia's share price has increased by approximately 35% over the last 12 months, and the company is well-positioned to benefit from the accelerating demand for AI solutions [12][13]

Core Viewpoint - OPPO has opened its first flagship store in Xi'an, positioning it as a cultural landmark that merges traditional Qin and Tang heritage with modern design, aimed at attracting young consumers and fostering cultural exchange [1][2][12] Group 1: Store Concept and Design - The Xi'an flagship store is designed as a "city park for young people," integrating historical elements from the ancient capital of Chang'an into its modern aesthetic [1][2] - The store features a blend of traditional craftsmanship and contemporary design, utilizing materials inspired by ancient bricks and incorporating modern lighting techniques [2][5] - Water imagery is introduced in the interior design to evoke the historical landscape of Chang'an, creating a dialogue between the past and present [5] Group 2: Cultural and Social Engagement - The store aims to be a cultural hub, offering a space for social interaction and cultural experiences, including the integration of popular two-dimensional culture [5][8] - OPPO collaborates with popular IPs from gaming and anime, such as "Light and Night" and "Haikyuu!!", to create engaging experiences that resonate with young consumers [8][12] - The flagship store will host various events and activities, including image creation workshops and creator sharing sessions, to encourage young creators to use the space for artistic expression [8][10] Group 3: Technological Innovation - OPPO leverages cutting-edge technology to enhance user experience, featuring products like the Find X9 series and AI-driven functionalities that allow for interactive cultural experiences [10][12] - The store serves as a platform for showcasing how technology can enrich traditional culture, with diplomats expressing interest in the innovative applications of OPPO's products [10][12] - OPPO's flagship store represents a new retail model that combines cultural experience, social interaction, and technological engagement, appealing to a younger demographic [12]

Summary of Lens Tech (300433.SZ) Management Call Company Overview - **Company**: Lens Tech (300433.SZ) - **Industry**: Glass casing and cover glass supplier for smartphones, expanding into vehicles, AI glasses, and robotics - **Peers**: Biel Crystal (private), FII, BYDE Key Industry Insights 1. **Growth Drivers**: - **Foldable Phones**: Anticipated increase in dollar content due to specification upgrades in 3D glass casing and cover glass, with expected foldable iPhone shipments of 11 million in 2026E and 35 million in a bull case scenario [1][3] - **AI / AR Glasses**: Expected shipments of 3.7 million and 7.0 million units in 2026 and 2027 respectively, with a projected 32% CAGR leading to 16 million units by 2030E [1][3] - **LEO Satellites**: Acceleration in launches, with Starlink adding 87 satellites recently, totaling 10,955, and plans for 222 launches in January [1][3] 2. **Market Dynamics**: - The Apple supply chain is expected to benefit from the shift in smartphone form factors, driving end demand and increasing dollar content [1] - AI / AR glasses are gaining traction, providing new ways for users to connect with the digital world through enhanced features like POV shots and hands-free communication [1][3] 3. **Future Strategies**: - Management aims to encourage customers to switch to ultra-thin glass (UTG) for satellites to reduce weight and size, thereby saving on launch costs [3] - Plans to expand customer base from global-tier operators to local customers in China [3] Financial Performance and Projections - **Revenue Growth**: Management remains optimistic about revenue growth driven by the aforementioned segments, particularly foldable phones and AI / AR glasses [3] - **Investment Recommendations**: - Buy recommendations for companies in the Apple supply chain including SZS, Hon Hai, Largan, FII, AAC, Lingyi - Buy recommendations for AI / AR glasses suppliers like Omnivision, AAC, Lingyi - Buy recommendation for LEO satellite suppliers like UMT [1][3] Additional Insights - The company is diversifying its product line from glass covers to metal middle frames, indicating a strategic shift to capture a broader market [2] - Management's positive outlook reflects confidence in the technological advancements and market demand for innovative products [3] This summary encapsulates the key points discussed during the management call, highlighting the growth potential and strategic direction of Lens Tech in the evolving technology landscape.

Summary of Insta360 Conference Call Company Overview - **Company**: Insta360 (688775.SS) - **Industry**: Action and 360 Cameras - **Competitors**: GoPro, DJI - **Founded**: 2015 - **Listed**: June 2025 - **Global Presence**: Offices in China, Los Angeles, Tokyo, and Berlin; partnerships with Apple Store, Best Buy, Costco [2][2] Key Insights 1. Product Development Driven by User Insights - Insta360's product development is focused on user needs, particularly in making 360 drones more accessible for beginners [3][3] - Unique features include: - Night optimization for action cameras, addressing user demand for night shooting [3][3] - AI-driven auto-editing that creates vlogs with music and highlights from raw footage [3][3] - Management believes understanding user behavior is a key strength [3][3] 2. Balancing Profitability and Market Share - Management aims to balance gross margin and market share, avoiding participation in pricing wars despite some price cuts due to new market entrants [4][4] - Concerns about customer dissatisfaction from significant price reductions were noted [4][4] - Positive outlook on growth trajectory in the Action/360 camera market, with significant global market potential [4][7] 3. Managing Memory Pricing Risk - Insta360 uses DDR5 memory and has taken steps to mitigate rising memory costs: - Signed supply agreements with existing suppliers [8][8] - Qualified domestic suppliers for future products while maintaining current supply from existing suppliers [8][8] Market Outlook - Global shipments of Action/360 cameras are projected to reach 270 million units by 2035, with a compound annual growth rate (CAGR) of 19% from 2026 to 2035 [1][1] - Key beneficiaries of this growth include: - Omnivision (CMOS image sensor) - Lingyi (Structural parts) - AAC (Camera and acoustics) [1][1]

来源：环球网 【环球网科技综合报道】在AI市场充斥噱头与炒作的当下，三星正在选择另辟蹊径。1月19日，据外媒 BUSINESS INSIDER报道，三星电子欧洲区CEO西蒙·宋近日在接受采访时表示，公司AI战略核心是"真 正实用且不打扰的技术"，聚焦日常价值而非新奇概念，旨在打造适配真实生活的全场景智能生态。 与OpenAI将ChatGPT作为独立产品推出不同，三星虽自研了Gauss大语言模型，却未单独面向消费者发 布，而是将其与谷歌等伙伴技术融合，植入Galaxy AI助手，集成于智能手机中，可实现实时翻译、语 音转写等实用功能。 BUSINESS INSIDER方面指出，三星AI布局已覆盖全产品线，本月初拉斯维加斯消费电子展上，其展示 的电视、厨电、洗衣机等均搭载传感器与语音识别技术，实现跨设备智能协同。"我们要让技术摆脱零 散设备属性，形成连贯响应的智能环境。"西蒙·宋强调。 硬件优势为三星AI战略提供支撑，作为内存芯片巨头，公司预计2025年四季度利润将因AI模型驱动的 内存需求激增而增至三倍。内部层面，三星通过跨部门培训与信息共享，让AI能力贯穿产品、设计、 工程等团队，构建全域AI思维。（旺旺） ...