文 | 硅基研究室 kiki 当大模型竞逐迈入第三年，作为消费符号的双11，几乎每一年也成了大厂和创企们大秀AI电商肌肉的新舞台。 如果对比「AI 双11」这三年的进化，仿佛走入一个大型的「新瓶装旧酒」现场： 越来越多的AI导购，层出不穷的营销、客服以及投放Agent产品，还有宣称取代主播的数字人，能「一秒出图」的AIGC创意生成工具...... 天然具备数据和场景需求的电商，是AI最早落地的行业之一，也是离商业化最近的场景之一。今年双11，电商巨头们没有再围绕单点AI能力讲故事，而 是秀出全面的AI版图。 天猫总裁家洛将今年定义为「AI全面落地的第一个双11」。除了端出C端的6个AI导购产品外，B端的AI工具也基本覆盖了电商人货场全链路，从经营分 析、商品运营、人群运营、内容素材制作到投放策略优化，AI似乎都能帮助品牌在流量内卷的大促里找到增长点。 京东也称，今年双11是京东AI、大模型、机器人等技术融入程度最深的一届，不仅在双11前发布了全新的电商AI架构「Oxygen」，还首次把大规模投入 的「超脑+狼族」智能设备集群，搬到了双11的技术舞台上，展露其「具身智能」的野心。 C端精准的AI导购、B端的商家 ...

Core Insights - Honor's Chairman Wu Hui emphasized the importance of AI and terminals in the future of technology during the first Global Developer Conference, highlighting a significant investment of over 10 billion yuan in AI research [2][3] - The company aims to regain its position in the domestic smartphone market and expand into a broader ecosystem of interconnected devices [2][4] Group 1: AI Ecosystem Strategy - Honor introduced its "1×3×N" strategy, which includes a single platform (HONOR AI Connect), three empowerment models (ecological, channel, and technical brand empowerment), and multiple industry clusters [3] - The company has launched eight AI scenario-based ecological solutions covering smart home, connected vehicles, and more, with its vehicle connectivity solution already covering over 140 brands and 10,000 models [3][4] - Honor has partnered with over 200 ecosystem partners and initiated a "Partner Support Program" to optimize AI industry pricing [5] Group 2: Market Position and Competition - Honor's transition to an AI terminal ecosystem company is marked by a commitment to invest 10 billion USD over the next five years [4] - The company aims to differentiate itself from competitors like Xiaomi and Apple by focusing on AI capabilities in its products, particularly the newly launched Magic8 series [6][7] - Despite a decline in smartphone shipments, Honor holds a 14.4% market share in China, tied with OPPO, and is close to the leading brand, vivo [7] Group 3: Future Outlook - The competitive landscape in the smartphone market is intensifying, with many manufacturers launching flagship devices and new operating systems simultaneously [7][8] - Analysts suggest that the key to success for Honor lies in stabilizing its smartphone segment to build a larger user base for its AI ecosystem [8]

Core Insights - The electronic information manufacturing industry is a key sector for modern industrial systems and plays a crucial role in developing new productive forces and promoting new industrialization [2] - From January to August this year, the industry experienced rapid growth, with a year-on-year increase of 10.8% in added value for large-scale electronic information manufacturing [2] - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have jointly released the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry (2025-2026)," presenting new development opportunities for the sector [2] Industry Growth and Policy Response - The electronic information manufacturing industry is showing a positive development trend, with a 9.9% year-on-year increase in added value in August alone [2] - Several listed companies are actively responding to policy guidance by exploring AI-enabled business transformations and technological innovations to address industry challenges [2][5] AI Integration and Technological Innovation - TCL Technology has made significant strides in integrating AI with terminal products, focusing on low-power display technologies to address power consumption issues [5] - The company has developed an AI architecture that enhances manufacturing processes, achieving an 85% reduction in defect detection rates and over 90% efficiency improvement in product development cycles [5] - Hytera, a leader in professional communication equipment, is also exploring deep integration of AI into its communication solutions, enhancing public safety and low-altitude communication capabilities [6] Supply Chain and Core Technology Development - Hytera has focused on ensuring supply chain stability and core technology independence, achieving over 80% localization of core materials and enhancing performance compared to imported products [8] - The company has established a multi-layered protection system for supply chain security and has increased R&D investments to develop key components in collaboration with leading domestic enterprises [8] Addressing Industry Competition - The "Action Plan" emphasizes the need to address "involution" in the industry, with companies like TCL Technology and Hytera committing to promoting healthy competition and innovation [10] - Hytera advocates for value-based competition, focusing on product reliability and safety while calling for long-term development strategies in the industry [10] - TCL Technology is implementing differentiated strategies across its business sectors to strengthen its market position and enhance performance through acquisitions [11]

港股科技板块关注度持续升温。 近日，百亿级私募创始人梁宏公开表示，自己支持雷军。知名投资人段永平也再谈腾讯，面对网友提问 腾讯未来5年内市值能否超过10万亿元，段永平强调要集中精力看生意。 从前三季度资金流向看，超千亿元资金借助ETF涌入港股科技板块。 知名投资人频发声 梁宏看好小米，主要逻辑是公司正卡位人工智能时代的入口。在他看来，当前正处于人工智能早期发展 阶段，市场集中布局算力、半导体、设备等，但是长远来看，上述都是基础设施，最终在金字塔顶尖的 肯定是入口，包括应用入口和硬件终端入口。前者大概率出自于目前的互联网巨头们，后者大概率出自 消费电子巨头们。 梁宏进一步表示，人工智能最好的龙头公司大概率在三家互联网公司（一个未上市）和两家消费电子龙 头公司（一个未上市）里面。这五家公司大概率是人工智能的最大受益者。公司体量也有望从万亿级别 向十万亿级别进化。 近日，希瓦资产创始人梁宏公开表示支持雷军，看好小米。 梁宏写道："我就是支持军军，如何呢？又能怎。"梁宏还透露，打算给2015年买入基金，目前还持有份 额的投资人，一人寄一部小米17 Pro Max，作为风雨十周年陪伴的感谢。 近日，有网友向段永平提问： ...

港股科技板块关注度持续升温。 近日，百亿级私募创始人梁宏公开表示，自己支持雷军。知名投资人段永平也再谈腾讯，面对网友提问腾讯未来5年内市值能否超过10万亿元，段永平 强调要集中精力看生意。 从前三季度资金流向看，超千亿元资金借助ETF涌入港股科技板块。 梁宏写道："我就是支持军军，如何呢？又能怎。"梁宏还透露，打算给2015年买入基金，目前还持有份额的投资人，一人寄一部小米17 Pro Max，作 为风雨十周年陪伴的感谢。 梁宏看好小米，主要逻辑是公司正卡位人工智能时代的入口。在他看来，当前正处于人工智能早期发展阶段，市场集中布局算力、半导体、设备等， 但是长远来看，上述都是基础设施，最终在金字塔顶尖的肯定是入口，包括应用入口和硬件终端入口。前者大概率出自于目前的互联网巨头们，后者 大概率出自消费电子巨头们。 知名投资人频发声 近日，希瓦资产创始人梁宏公开表示支持雷军，看好小米。 近日，有网友向段永平提问："腾讯未来5年内会超过十万亿市值吗？"段永平表示，最好不要想市值，集中精力看生意。 梁宏进一步表示，人工智能最好的龙头公司大概率在三家互联网公司（一个未上市）和两家消费电子龙头公司（一个未上市）里面。这五家 ...

记者丨王泽坤 骆轶琪 编辑丨陈思颖 骆一帆 股票市场上，今年10月以来，小米集团-SW股价累计小幅下跌0.28%，同期港股市场恒生指数上涨 0.38%，恒生科技指数上涨1.31%，小米集团港股股价表现相对疲弱，小幅跑输同期恒生指数和恒 生科技指数。 10月6日，小米集团-W股价下跌2.09%，报53.85港元。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 出品 | 2 1财经客户端 南财快讯工作室 编辑 | 黎雨桐 2025年诺贝尔物理学奖揭晓，三位科学家平分836万元 特斯拉重磅预告，或为平价款Model Y SFC 21君荐读 据此前报道，9月27日上午10点，小米17系列正式开售。小米手机在微博宣布：小米17全系开售5 分钟，刷新2025年国产手机全价位段新机系列，首销全天销量、销售额纪录。值得注意的是，当 天雷军发文称："补充一下：小米17 Pro Max单款机型也打破了今年国产手机全价位段首销全天销 量、销售额纪录，在小米17系列中销量占比超过50%，感谢大家支持！ " 小米集团董事长、CEO雷军今日午后在其个人微博发文表示，小米17系列首销成绩远超预期。 21 GEC ...

据港交所网站消息，9月29日，小米集团-W发布股份购回公告，以每股53.150港元至53.250港元的价格回购50.74万股，回购总金额达2699.62万港元。 9月26日和29日两个交易日，小米股价累计跌超10%。 9月29日下午，小米集团总裁卢伟冰发文称，小米高端产品结构得到历史性改善，大胆变阵和大胆创新赢得用户认可，小米17系列有信心销量会比上代小米 15系列更多。 公告截图 根据回购授权的决议，小米可回购的股份总数为25.95亿股，本次回购占回购授权决议获通过当日的已发行股份数目的0.002%。 据悉，此次回购价格为小米历史回购最高价。 小米于9月25日发布小米17系列。该公司透露，全系开售5分钟刷新2025国产手机全价位段新机系列首销全天销量、销额纪录。与此同时，最高配小米17 Pro Max销量占比超50%。 然而，9月29日，天风国际证劵分析师郭明錤发文称，调查发现，小米17系列的总出货量显著下调约20%（原定目标约为1000万台）。如果未来定价策略或 市场营销没有进一步提升，17系列的总出货量可能会低于15系列的约800万台。 他还表示，小米17标准款表现不佳的一个关键原因是苹果iPhone ...

Core Viewpoint - Xiaomi's 17 series has achieved significant sales success, with over 1 million units sold within two days of launch, driven primarily by the high demand for the Pro Max model [1][5][8] Group 1: Product Launch and Sales Performance - The Xiaomi 17 series includes three models: Xiaomi 17, Xiaomi 17 Pro, and Xiaomi 17 Pro Max, with the Pro Max being the most popular [1][5] - The Pro Max model has already sold out in some stores, indicating strong market demand [1][5] - The series set a new sales record for domestic smartphones within the first five minutes of launch, with the Pro Max accounting for over 50% of first-day sales [5][8] Group 2: Technical Specifications - All three models are equipped with Qualcomm's fifth-generation Snapdragon 8 processor, built on a 3nm process, with a clock speed of 4.6GHz, achieving over 4 million on AnTuTu benchmark [3] - The Xiaomi 17 and 17 Pro feature a 6.3-inch 1.5K AMOLED display with a 120Hz refresh rate, while the Pro Max has a 6.85-inch 2K Real RGB OLED display [3] Group 3: Camera and Battery Features - The Xiaomi 17 Pro features three 50MP Leica lenses, including a main camera, telephoto, and ultra-wide, along with a 50MP front camera [5] - The Pro Max model includes a 7500mAh battery with 100W wired and 50W wireless fast charging capabilities, while the Pro model has a 6300mAh battery [5] Group 4: Market Challenges and Adjustments - Despite the initial success, analyst Ming-Chi Kuo has lowered the overall shipment target for the Xiaomi 17 series by 20%, predicting it may not exceed 8 million units, compared to the previous model's 10 million target [5][7] - The standard version of the Xiaomi 17 is underperforming, accounting for only 15-20% of total sales, which is significantly lower than the expected 50% [7] - Xiaomi's public relations manager stated that there are no plans to cut orders and that production of the standard version and Pro series will be increased [7][8]

Core Insights - Xiaomi's 17 series has seen significant sales, with the Pro Max model performing the best, followed by the Pro model, successfully surpassing the 6K+ sales threshold [1] - The product structure has improved historically, leading to an increase in orders for the Pro model [1] - Due to low sales proportions of the previous generation's standard version 1TB, the new series will not include a 1TB option initially, although technical validation has been completed [1] - Following user feedback, Xiaomi has decided to increase the production of the 1TB version, with deliveries set to begin on October 5 [1] - The company expresses confidence that the sales of the 17 series will exceed those of the previous 15 series [1]

【#氪星播报#｜9月29日晚间都有哪些#今日大事件#？】 [星星]Top3大新闻 [星星]科技财经互联网热点 [星星]还有哪些其他要闻 1、国内部分品牌金饰价格继续上涨，#金饰价格涨到1115元# 2、#特斯拉技术员被机器人打成重伤#，拆机器人受伤美国男子索赔5100万 3、#卢伟冰称小米17首销结果很不错#，Pro Max卖得最好 1、#A股午后突变#，沪深北三市上涨个股超3600只 2、#1674元机票提前改签扣1029元手续费#，平台称可退还30元改签服务费 3、#鸡排哥回应直播5万人在线未开打赏#：不忘初心 4、#小米17系列出货量显著下调20%#，总出货量可能会低于15系列 5、#a股新能源领涨市场#，固态电池被列为重点攻关方向 6、#卢伟冰回应小米17为何最初无1TB#，销量比例比较低 1、#男子政审时发现被患精神分裂11年#，涉事医院：未误诊 不予撤销记录 2、#中方决定增设K字签证#，即青年科技人才签证 3、#女子高铁说讨厌小孩被宝妈怼哭#，在乘务员协调下更换了座位 4、#两名失联15岁少女已找到#，家人称两人在越南被警方拦截 5、#食品厂工人掉入月饼机器#，事故发生时该企业还未生产月饼 6、 ...