本周（1月5日至1月11日），中国方面，2025年12月（下称12月）CPI数据、12月外汇储备数据将公布；央行公开市场将有13236亿元逆回购到 期；2026（第十六届）中国互联网产业年会将于1月7日至8日在北京召开；沪深两市超1600亿元市值限售股解禁。 国际方面，欧元区发布12月CPI、12月PMI数据，美国12月非农就业报告，国际消费类电子产品展览会（CES2026）将于1月6日至9日在美国举 办。 1月5日（周一） 韩国总统李在明于1月4日至7日对中国进行国事访问 国新办1月5日就长江经济带发展十年工作进展和成效举行新闻发布会 中国央行4823亿元7天期逆回购到期 国内航线燃油附加费1月5日起下调 中证指数有限公司将首次发布中证全债指数（全价）等15条债券全价指数 荣耀Power2手机将发布 华硕向客户发出公告，1月5日起即将调整部分产品价格 1月6日（周二） 欧元区12月PMI数据 国际消费类电子产品展览会（CES2026）将于1月6日至9日在美国举办 国新办将就推进绿色消费有关情况举行新闻发布会 联想集团将与英伟达联合重磅发布一款企业级AI产品 1月7日（周三） 欧元区12月CPI 美国12月A ...

Core Viewpoint - The article highlights significant upcoming economic data releases and events that could impact investment opportunities, particularly focusing on the U.S. and China markets, as well as key technology developments at the CES event. Economic Data and Events - China is expected to release its December CPI and PPI data on January 9, with CPI growth projected to remain at 0.7% year-on-year and PPI decline narrowing to -1.9% from -2.2% [7] - The U.S. will release its December non-farm payroll report on January 9, with expectations of an increase of approximately 55,000 jobs and an unemployment rate holding steady at 4.6% [9] - The CES event will take place from January 4 to 9, featuring major tech leaders like NVIDIA's CEO Jensen Huang and AMD's CEO Lisa Su, who will present on advancements in AI hardware [10][11] IPOs and Market Activity - Several companies are set to launch IPOs in Hong Kong, including: - Zhipu AI, with a pricing of HKD 116.20 per share, expected to start trading on January 8 [15] - MiniMax, with a pricing range of HKD 151-165 per share, expected to start trading on January 9 [17] - Precision Medical, seeking to raise HKD 1.2 billion, expected to start trading on January 8 [18] - TianShu Intelligent Chip, aiming to raise HKD 3.68 billion, expected to start trading on January 8 [19] - GigaDevice Semiconductor, with a pricing range of HKD 162 per share, expected to be priced on January 9 [20] Geopolitical Events - South Korean President Lee Jae-myung is visiting China from January 4 to 7 to strengthen economic cooperation [21] - Venezuelan President Maduro may appear in a U.S. court on January 5, which could have implications for geopolitical stability and market reactions [12] - Ukrainian President Zelensky announced a meeting with U.S. officials on January 6 to finalize security agreements [13] Commodity Market Insights - The Bloomberg Commodity Index (BCOM) will undergo annual weight rebalancing from January 8 to 14, with warnings of potential technical sell-offs in gold and silver due to their overrepresentation in the index [14]

见闻财经日历 WSCN Economic Calendar v 华尔街见间 | 时间 | | 内容 | 预期 前值 | | | --- | --- | --- | --- | --- | | 1月5日 周一 | | | | | | 数据 | 09:45 | 中国 12月RatingDog服务业PMI | 52.1 | | | 23:00 | | 美国 12月ISM制造业指数 | 48.4 48.2 | | | 事件 | 待定 | 马杜罗可能于5日在美国纽约联邦法院出庭 | | | | 1月6日 周二 | | | | | | 数据 | | 元 | | | | 05:00 | | "科技春晚" CES媒体日,英伟达CEO发表演讲 | | | | 07:00 | | "科技春晚" CES媒体日，英特尔发布会 | | | | 10:30 | | "科技春晚" CES媒体日, AMD苏姿丰发表演讲 | | | | 事件 | 待定 | 联想集团将在1月6日与英伟达联合发布一款企业级AI产品 | | | | 待定 | | 泽连斯基宣布乌美将于6日举行新一轮会谈 | | | | 待定 | | 国际消费电子展(CES) 4日至 ...

完整早报音频，请点击标题下方小耳机收听 【雷军直播回应拆车原因：希望大家能说一些公道话，不要为了流量去故意夸大】 1 月 3 日，雷军 新年第一场直播中，当被问及为何要做拆车直播时，雷军表示，有博主评价说 SU7 是小米的第一辆 车，雷军肯定知道会被别人拆的。所以用料特别扎实，第二辆车就不一定了。 YU7 是我们的第二辆 车，我今天就决定邀请几个工程师现场给大家拆开看看，大家一起看看，然后顺便可以进一步的了解 一下。雷军还提到，有一个拆车博主说他为什么拆小米的车呢？小米的车特别火，你说它好会火，说 它不好也会火。但总体说来，说他不好更高一些。所以他刚开始也是抱着挑毛病的心态来拆的，拆完 以后发现确实还可以。他讲了一句话挺打动我的，他说，人不可能违背良心去说一些假的内容。雷军 表示，估计今天这个拆车直播之后会有更多的博主来拆我们的车，我都欢迎，我特别希望大家能说一 些公道话，不要为了流量去故意夸大，故意找茬。当然如果你觉得我们设计的不好或者用料不好，欢 迎大家随时指出。（顶端新闻） 【宝马中国回应 30 多 款车型降价：并非打价格战】 近日有消息称，宝马中国自 2026 年 1 月 1 日起，对旗下 31 款主 ...

2025年1月4日 星期日 ↓ 今日有2701亿元7天期和2000亿元14天期逆 回购到期:《 2 韩国总统李在明将于1月4日至7日访华 1爱尔兰总理马丁将访华外交部介绍有关安排 爱尔兰总理马丁将于2026年1月4日至8日对中国进行正式访问。外交部发言人就爱尔兰总理马丁将访华答记者问。外交部发言人表示，马丁总理此访是爱尔 兰总理时隔14年再次访华。访问期间，习近平主席将同他会见，李强总理、赵乐际委员长将分别同他会谈、会见，就双边关系和共同关心的问题深入交换意 见。除北京外，马丁总理还将访问上海。近年来，中爱互惠战略伙伴关系稳健发展。双方坚持相互尊重、平等相待，通过开放合作实现优势互补、共同发 展，成果惠及两国人民。中方愿以此访为契机，同爱方增进政治互信，拓展互利合作，为新时代双方实现高质量发展和中欧关系健康稳定前行增添新动能。 （央视新闻） 外交部发言人就美国对委内瑞拉实施军事打击答记者问 1月3日，外交部发言人就美国对委内瑞拉实施军事打击答记者问。外交部发言人表示，中方对美方悍然对一个主权国家使用武力并对一国总统动手深表震 惊，予以强烈谴责。美方的这种霸权行径，严重违反国际法，侵犯委内瑞拉主权，威胁拉美和加 ...

Group 1 - The core report from OpenAI indicates that ChatGPT has surpassed 800 million weekly active users, with over 1 million businesses paying for OpenAI's enterprise AI products, and paid seats for workplace products reaching 7 million [1] - AI is penetrating various industries, with technology, healthcare, and manufacturing identified as the fastest-growing sectors [1] - The Financial Times notes that while technological advancements may occur rapidly, the transformation of the economy and society will proceed at a human pace, suggesting that the widespread adoption of new technologies, including AI, may be slow [1] Group 2 - As the pace of core technology advancements slows, the application of technology is becoming a key differentiator among AI companies, leading to competition in customized chatbot services [4] - The operational costs of high-end models are decreasing, making them more accessible, and it is expected that most activities will focus on new applications of existing models to maintain novelty [4] - According to the Semiconductor Industry Association (SIA), global semiconductor sales surged by 33% year-on-year in October, totaling $71.3 billion (approximately 504 billion RMB), with DRAM sales skyrocketing by 90% [4] - Analysts attribute the surge in demand for semiconductors to AI, as many industries are shifting production capacity towards high-bandwidth memory (HBM) for AI accelerators, resulting in reduced wafer output for standard DRAM and 3D NAND [4]

Core Viewpoint - The article emphasizes the importance of user experience in product design, particularly in the era of AI large models, highlighting the need for product managers to transform technology into real user value [1][36]. Group 1: Conference Overview - The "2025 Global Product Manager Conference" will be held on August 15-16 in Beijing, focusing on generative AI and intelligent product design, commercial implementation, and user experience innovation across 12 key topics [1][3]. - The conference aims to facilitate deep discussions on how products and AI can co-create the future, serving as a gathering for product professionals in the intelligent era [1]. Group 2: Key Topics of the Conference - The conference will cover 12 major thematic areas, including: 1. Generative AI Products [4] 2. AI Agents and their design [6] 3. Enterprise AI Products and applications [6] 4. AI Industry Applications in sectors like finance and education [6] 5. Embodied AI and Intelligent Hardware [6] 6. Overseas Product Practices, focusing on strategies and challenges for Chinese companies going global [7] 7. Product Innovation and management practices [8] 8. Product and Service UX Design, exploring AI operational methodologies [9] 9. Business Model Design [10] 10. User Research and Requirement Analysis, focusing on data-driven insights [15] Group 3: Notable Speakers - The conference will feature prominent speakers from leading internet platforms, AI startups, and experts in product and growth operations, sharing cutting-edge experiences and insights [12]. - Notable speakers include: - Li Jianzhong, CSDN Senior Vice President, focusing on user insights and product innovation [14]. - Wang Yuan, CEO of Jiuhen Technology, with a background in product management at NetEase [18]. - Yang Yixi, a growth consultant with extensive experience in product operations [22]. - Zhao Jiuzhou, Senior Product Director at WPS, specializing in AI products [24]. Group 4: Call for Participation - The conference is open for topic submissions and speaker recruitment, inviting practitioners with real-world AI product experience to share their successes and lessons learned [37][40]. - The deadline for submissions is June 30, 2025, encouraging contributions from those with unique insights into user experience, product growth, and operational strategies [40].

Core Insights - The article emphasizes the importance of user experience in product design, particularly in the era of AI large models, highlighting the challenge for product managers to translate technology into user value [1] - The "2025 Global Product Manager Conference" will take place in Beijing, focusing on generative AI and intelligent product design, featuring 12 key topics for in-depth discussions [1][16] Group 1: Conference Overview - The conference will cover 12 major thematic areas, including generative AI products, enterprise AI applications, and overseas product practices [1][16] - Key topics include AI-driven product strategies, user experience design in the AI era, and the construction of AI products from model capabilities to interaction experiences [2][3] Group 2: Expert Speakers - The first batch of speakers includes industry leaders from top internet platforms and AI startups, sharing frontline experiences and insights [4][5] - Notable speakers include Li Jianzhong, a senior vice president at CSDN, and Wang Yuan, founder and CEO of Jiuhen Technology, both recognized for their contributions to AI and product innovation [4][5][18] Group 3: Key Themes and Topics - The conference will explore various themes such as AI agents, embodied AI, industry applications, product innovation, and user research [2][3][21] - Specific areas of focus include the design of sustainable business models, user research methodologies, and the integration of AI into various industry sectors like finance and education [3][21]

Group 1 - Didi and Meituan are entering international markets, raising questions about Didi's dominance in Latin America due to Meituan's uncertain influence [2] - The first batch of small foreign trade entrepreneurs is shifting towards the tourism industry, indicating a change in focus from global needs to domestic priorities [3] - The Sequoia AI Summit revealed a consensus among 150 founders that AI is evolving from a tool-based product to a new economic operating model [4] Group 2 - The container shipping routes between China and the US are recovering, with shipping rates increasing; the Shanghai Export Container Freight Index for the US West Coast rose by 10.2% to 1455.31 points [6][7] - Xiaoma Zhixing has reportedly submitted a confidential application for a Hong Kong IPO [7] - Baidu plans to launch autonomous taxi services in Europe, negotiating with Swiss POSTAUTO for the APOLLO GO service [7] - Karl Power has completed nearly 300 million yuan in financing to advance L4 level autonomous freight operations across multiple logistics scenarios [7] Group 3 - Shaxian Snacks has opened its first flagship store in Riyadh, Saudi Arabia, marking its entry into the Middle Eastern market [8] - Yunnan coffee exports surged by 122.1% year-on-year in Q1, reaching a value of 310 million yuan [8] - China's trade with Chile reached a record high of 163.19 billion yuan in the first four months of the year, growing by 5.4% [8] - A new international road transport route from China to Hanoi, Vietnam, has officially opened, facilitating cross-border logistics [8] Group 4 - Tencent's international game revenue grew by 23% year-on-year to 16.6 billion yuan in Q1, driven by strong performances from PUBG MOBILE and Supercell games [9] - Ant Group's enterprise-level AI products are being launched internationally, aiming to enhance digital and intelligent upgrades for overseas clients [9] - The US government is considering allowing the UAE to import over 1 million advanced Nvidia chips, significantly exceeding previous restrictions [10] - GAC Group has confirmed plans for localized production in Brazil during a meeting with Brazilian President Lula [10]