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秒空、溢价……华为、京东等大厂为何盯上这门生意?
3 6 Ke· 2026-01-23 09:46
"很可爱,眼睛比较漂亮,还能跟我对话,像小宠物一样。"25岁的童童(化名)是"智能憨憨"的首批抢购者之一。"开售前10多分钟,我就蹲守,开售4秒 时成功下单。" 在这背后,一场互联网大厂争夺AI玩具赛道的"战争"正在上演。 溢价75% 第三方平台得物App显示,2025年12月3日,黄色款"智能憨憨"成交价最高上涨至699元,溢价一度高达300元,溢价幅度75%,但仍一货难求。随着华为多 次补货,"智能憨憨"的市场价有所回落,降至500元以下。 "智能憨憨"是华为推出的首款AI陪伴型产品,这款399元的毛绒玩具开售即秒售罄,官方渠道持续缺货。 | | | | הגדה החמ | | --- | --- | --- | --- | | ** 得* | 黄色 官方标配 | ¥459 | 82小时前 | | | 黄色 官方标配 | ¥459 | 82小时前 | | | 黄色 官方标配 | *459 | 82小时前 | | | 黄色 官方标配 | ¥449 | 5天前 | | ++ | 黄色 官方标配 | ¥459 | 10天前 | | 得* | 黄色 官方标配 | ¥469 | 12天前 | | | 黄色 官方标 ...
This is a bubbling up of economic activity with inflation in check, expert says
Youtube· 2026-01-23 00:15
case for the moment. Let's get right to the floor show. Joining me now, Goldman Sachs Asset Management Fundamental Equity Managing Director, Greg Tuorto.Greg, um, new tariffs off the table. So, the markets moved on that the markets are moving on data. What are you watching that says to you this is a time to go long US stocks.>> Thanks for having me, Liz. Uh, you know, I think that there's a, you know, a slightly new paradigm in place, you know, where you have a a reflation of a lot of the cyclical sectors i ...
给玩具装上“大脑”,AI玩具产业带将在宿迁落地
Yang Zi Wan Bao Wang· 2026-01-21 03:26
扬子晚报网1月21日讯(记者高峰)化身成为听你倾诉的"姐姐"、陪你玩的"哥哥"、陪写作业不炸毛的"妈妈"、随时有空讲故事的"爸爸",甚至是全天候陪伴 的"宠物狗"……1月20日,京东在宿迁举办的AI玩具大会成果展上,多款针对儿童交互场景的AI玩具,吸引了与会嘉宾的目光。 会上,京东依托JoyAI大模型,正式发布了专为智能硬件终端打造的JoyInside软硬一体化解决方案,适配多硬件、多场景、多尺寸,具备超高兼容性,为 行业伙伴提供从技术底层到产品落地的全链路支持。目前,JoyInside已接入超过40家头部品牌,带动终端交互轮次提升120%。 据京东会展有关人士介绍,这些硬件方案可应用于IoT设备、机器人、毛绒玩具、早教机等硬件终端,支持Wi-Fi/蓝牙/4G等多种连接方式,并通过了相关 认证。JoyInside还面向品牌提供定制化硬件,更适配个性化需求,方便合作伙伴快速集成,推出新品面市。此外,JoyInside还为品牌提供全生命周期支 持,从用户洞察、产品共创,到技术集成、体验评测,与品牌方联合打造爆款。 JoyInside与京东京造联合打造的第二批AI玩具也随之上线,新开发了针对年轻人和老年人的AI玩具 ...
京东发布JoyInside软硬一体化方案,为玩具行业装上“AI大脑”
Jin Rong Jie· 2026-01-21 01:27
1月20日,京东在江苏宿迁举办AI玩具大会,发布专为智能硬件终端打造的JoyInside软硬一体化解决方案。该方案依托京东JoyAI大模型,具备高度兼容性, 可适配多硬件、多场景、多尺寸需求,为行业伙伴提供从技术底层到产品落地的全链路支持,助力玩具产业跨入AI时代。 会上,京东与宿豫区人民政府完成签约,将在宿迁落地AI玩具产业带,打造AI玩具创新发展的区域标杆。 京东JoyInside解决方案的核心,在于灵活、多元的软硬一体化能力。京东已推出多款量产硬件机芯,覆盖从毛绒玩具到智能家居设备的广泛场景。其中,中 大型毛绒玩具机芯尺寸小巧、结构适配性强,支持连续对话、离线语音、情感化互动与长期记忆等功能;带屏幕的毛绒玩具机芯能通过眼睛动态反馈情绪, 实现拟人化交互;毛绒挂件机芯采用高集成度设计,具备按压式对话与游戏化交互等功能;智能闹钟与台灯机芯则可嵌入家居设备,提供语音控制、内容交 互、情绪识别等智能化体验。这些硬件方案兼容Wi-Fi、蓝牙、4G等多种连接方式,并通过相关认证,可广泛应用于IoT设备、机器人、毛绒玩具、早教机 等终端。JoyInside还支持硬件定制,助力合作伙伴快速集成、推出新品。 在交互体验上 ...
Bridges Middle School Welcomes Mattel's First Autistic Barbie Doll as Milestone for Representation
Globenewswire· 2026-01-20 21:38
El Segundo, CA, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Bridges Middle School has affirmed the educational significance of Mattel Inc.'s newly launched autistic Barbie doll, calling the release a meaningful step toward representation for neurodivergent children. The doll, introduced Jan. 12 as part of the Barbie Fashionistas collection, was developed over 18 months in partnership with the Autistic Self Advocacy Network. Beven Byrnes, executive director of Bridges Middle School, noted that representation in toys ...
Longleaf Partners Small-Cap Fund 2025 Annual Commentary (Mutual Fund:LLSCX)
Seeking Alpha· 2026-01-20 03:55
Core Insights - The performance of the Southeastern Small-Cap Fund has been mixed, with the underlying developments of holdings being better than stock price returns, particularly in a challenging market environment [2][3] - The fund's portfolio has a lower percentage of big winners compared to the Russell 2000, with only 15% of its holdings up an average of 30% compared to over 35% of the index's holdings up 70%+ [3] - The fund has maintained a strong position in the mid-range performance category, outperforming the Russell 2000 in that segment [4] - The fund's exposure to decliners was limited, with only 10% of the portfolio in this category, resulting in lower average losses compared to the index [5] Performance Analysis - The fund's average performance in the -20% to +20% return bucket was better than the Russell 2000's 0% return, with key holdings like White Mountains, CNX, and Rayonier contributing positively [4] - The fund's cash position and stable investments like Kodak initially provided safety but later became performance headwinds [6] - The fund's leverage rules have been effective in avoiding pitfalls, and adjustments to the overweight rule have been made to enhance performance [7][8] Notable Contributors - Beclé, a tequila and whiskey manufacturer, was a significant contributor due to its undervaluation and strong market position [9] - GCI Liberty, a communications company in Alaska, benefited from its unique market position and insider support from John Malone [10] - Graham Holdings showed strong performance due to growth in its education and healthcare segments [11] - Mattel has positioned itself well with strong brand power and a robust balance sheet, leading to significant stock repurchases [12] - Oscar Health experienced above-market growth but was exited due to emerging industry risks [14] Notable Detractors - Boston Beer faced challenges due to declining volumes in its major brands, although management is actively addressing these issues [15] - Clearwater Paper struggled with a weak market for solid bleached sulfate paperboard, but management is focusing on share repurchases [16] - Park Hotels & Resorts was impacted by macroeconomic concerns affecting leisure travel, leading to a decision to exit the position [18] Portfolio Activity - The fund made seven new purchases during the year, including GCI Liberty and Beclé, while exiting eight positions, including Kodak and Oscar Health [20][19] Outlook - The fund anticipates continued engagement through research perspectives and podcasts, focusing on quality investments amid market volatility [21] - The fund's strategy emphasizes owning resilient, free cash flow-generating assets to navigate market fluctuations effectively [22]
泡泡玛特:中国销售追踪:线下增长与产能效率放缓;2026 年风险提示
2026-01-20 03:19
To supplement our Pop Mart high-frequency tracker report (link), we launch this tracker dedicated to China sales tracking, covering ~70% China revenue from offline store data and online platform data. November results indicate a sharp deceleration in offline growth and productivity, raising questions about 2026 sustainability. 13 January 2026 China Consumer Pop Mart China Sales Tracker: Deceleration in offline growth and productivity; risks in 2026 Melinda Hu +852 2123 2643 melinda.hu@bernsteinsg.com Kai Zh ...
荣耀与泡泡玛特推出首款全机定制潮玩手机,售价4499元
Feng Huang Wang· 2026-01-19 13:02
同步亮相的荣耀500Pro MOLLY限定礼盒以"旅行箱"为设计概念,外盖支持发光效果切换,内含多款精致周边:火漆封印邀请函、MOLLY 彩窗透卡、复古相机造型手机壳、定制卡针、手机挂绳及创意胶片贴纸。结合春节氛围,礼盒特别加入MOLLY定制红包与对联冰箱贴, 增添节日气息。此次联名标志着荣耀在年轻化、潮流化生态布局上迈出新的一步。 凤凰网科技讯1月19日,荣耀与潮流玩具品牌泡泡玛特首次携手,推出首款全机定制联名机型——荣耀500Pro MOLLY20周年限定版,该机 于今晚正式发布,售价定为4499元。 该机型以曜石黑为主色调,融合MOLLY"小画家"经典形象,生动呈现自由创作、敢于表达的精神内核。除了机身深度定制,此次合作更覆 盖系统层级,内置MOLLY专属主题与壁纸,并配备定制充电动画、拍照水印等一系列个性化交互元素。 ...
技术+情感的双重核心竞争力,让陪伴不止于“陪伴”
Huan Qiu Wang· 2026-01-19 02:06
Group 1 - The core idea of the news is the collaboration between NAMI and Miaoyin Hab to create AI dolls that serve as educational and emotional companions for K12 children, set to launch in Q1 2026 [1][2] - The partnership emphasizes the importance of emotional warmth and educational value, aiming to fill the market gap for "warm companionship" through innovative AI technology [1][3] - Miaoyin Hab's vision is to redefine companionship from an emotional tool to a growth partner, leveraging AI to create a supportive ecosystem for children and families [3] Group 2 - The first generation of AI companions, Bululu and Damoon, will focus on emotional interaction, transforming toys into dedicated growth partners for children [2] - The products will feature three core interactive scenarios, including natural dialogue, multimodal interaction with visual and tactile feedback, and educational modules for active learning [2] - The technology aims to assist parents by alleviating tutoring pressure, protecting children's eyesight with a screen-free design, and capturing emotional changes to better understand children's needs [2]
Mattel Unveils First-ever Autistic Barbie Doll
RTTNews· 2026-01-12 09:12
Toy maker Mattel, Inc. announced the launch of its first-ever autistic Barbie doll, developed in partnership with The Autistic Self Advocacy Network or ASAN, a non-profit disability rights organization run by and for autistic individuals. The new doll is now available on Mattel Shop and from major retailers.The new doll aims to provide more children the opportunity to see themselves represented in the Barbie product line. It reflects common experiences and characteristics that individuals on the autism spe ...