免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 观点网讯：1月4日，据市场消息，苹果即将推出的A20芯片单颗成本高达280美元，折合人民币约1958 元，较上一代A19芯片上涨80%，远超市场预期。 三星已于1月3日发布全球首款2nm工艺芯片Exynos2600，高通、联发科、苹果等头部厂商均计划在下一 代旗舰平台导入2nm制程。随着制程微缩，晶圆代工价格与前期良率压力同步攀升，带动SoC成本水涨 船高。 ...

雷军：小米汽车 2026 年全年交付目标 55 万辆 1 月 3 日消息，小米创办人，董事长兼 CEO 雷军今晚举行新年直播，现场直播工程师拆车，拆一台新的小米 YU7。 在拆车后的问答环节，小米集团董事长特别助理、战略市场部副总经理徐洁云谈到了当前热议的「PPT 小字」情况。 雷军表示，小字确实是行业陋习，在这一点上，小米从现在做起，立马整改。但是，如果发现了合规的一些做法就说虚假营销或者过度营销，这是对小米 天大的误解。 雷军还称，小米只有 15 年的创业历程，还有非常多不完美的地方，会认真细心听取大家的意见，感谢大家的支持和监督，欢迎大家继续提问题，小米继 续改进。 雷军还表示，骂小米确实有流量，但是一定要客观，不要故意抹黑，故意断章取义，我觉得不要这样干，这样干的是违法行为。我们非常关注真实用户的 声音。只要大家说的对的，公允的，我们都会认真的去倾听，认真的去改。（来源：IT 之家） 比亚迪已组建超 5000 人辅助驾驶专项团队，未来智能化将投入超 1000 亿 1 月 3 日消息，据比亚迪官方公众号，1 月 2 日，中央广播电视总台第二届《中国创新科技盛典》（简称央视「科晚」）开播，比亚迪再度受邀亮 ...

Group 1 - The article discusses the details of a military operation by the U.S. to capture Venezuelan President Maduro and his wife, with Trump stating that the U.S. will "manage" Venezuela until a "safe" transition occurs [2][5][3] - The operation involved over 150 aircraft and lasted approximately 2 hours and 20 minutes, with one aircraft being hit but still operational [5][6] - Trump indicated that if necessary, the U.S. would conduct a "larger" second wave of strikes against Venezuela, although he suggested that this may not be needed at the moment [6] Group 2 - BMW China announced price adjustments for 31 models, with reductions exceeding 10% for 24 models and over 20% for 5 models, with the highest drop being 301,000 yuan for the i7 M70L [6] - Xiaomi refuted claims regarding the alleged "fake" zoom ring on the 17 Ultra Leica version, stating that the accusations were misleading and based on misinterpretations of a teardown video [4][8] - NIO's CEO Li Bin announced that the company plans to launch three new models in 2026, aiming to increase its market share in the high-end vehicle segment [8] Group 3 - The price of 25-year-old Flying Moutai has dropped to 1,495 yuan per bottle, reflecting a decrease of 15 yuan from the previous day [9] - Tesla's global vehicle deliveries for 2025 were reported at 1.636 million, marking an 8.6% decline year-over-year, and for the first time, being surpassed by BYD in annual electric vehicle sales [9] - China's National Medical Products Administration reported that 76 innovative drugs were approved in 2025, significantly surpassing the 48 approved in 2024, with a total authorization value exceeding 130 billion USD [11]

Group 1 - Trump announced the capture of Venezuelan President Maduro by U.S. military forces, stating that the U.S. will "manage" Venezuela until a "safe" transition is implemented [2] - The military operation involved over 150 aircraft and lasted approximately 2 hours and 20 minutes, with no U.S. casualties or equipment losses reported [2] - Maduro and his wife are to be sent to New York for judicial proceedings, facing charges related to "deadly drug terrorism" against the U.S. [2] Group 2 - BMW China announced a price adjustment for 31 key models starting January 1, 2026, with 24 models seeing price cuts exceeding 10% and some up to 30.1 million yuan [3][4] - The price adjustment aims to reflect changes in the official guidance price, with the lowest model now priced at 20.8 million yuan, making it competitive with domestic SUVs [3][4] Group 3 - NIO's CEO Li Bin announced in a company-wide letter that three new models will be launched in 2026, aiming to increase market share in the high-end vehicle segment [6] - NIO reported a record delivery of 48,135 vehicles in December 2025, marking a 46.9% year-on-year increase [6] Group 4 - The wholesale reference price for 25-year-old Flying Moutai has dropped to 1,495 yuan per bottle, reflecting a decrease of 15 yuan from the previous day [7] - The price for a full box of the same product is now reported at 1,505 yuan per bottle, down 20 yuan [7] Group 5 - Tesla reported a global delivery of 1.636 million vehicles in 2025, a decline of approximately 8.6%, marking the first time it has been surpassed in annual electric vehicle sales by BYD [8] Group 6 - Netflix plans to shorten the theatrical release window for Warner Bros. films to 17 days post-acquisition, raising concerns among traditional cinemas and Hollywood creators [11] - The current standard release window is around 45 days, and negotiations are expected to be contentious [11] Group 7 - Baidu announced plans to spin off Kunlun Chip and seek independent listing on the Hong Kong Stock Exchange, with the application already submitted [12]

Group 1: Nvidia Financial Performance - Nvidia reported Q2 revenue of $46.743 billion, a 56% increase year-over-year from $30.040 billion and a 6% increase from the previous quarter's $44.062 billion [2] - Net profit for the second quarter was $26.422 billion, up 59% from $16.599 billion year-over-year and up 41% from the previous quarter's $18.775 billion [2] - Adjusted net profit, not in accordance with GAAP, was $25.783 billion, a 52% increase year-over-year from $16.952 billion and a 30% increase from the previous quarter's $19.894 billion [2] Group 2: Meituan Financial Performance - Meituan's adjusted net profit for Q2 was 1.49 billion yuan, a significant decline of 89% year-over-year from an estimated 9.85 billion yuan [3] Group 3: DingTalk Hardware Development - DingTalk released its first report after a four-month return, introducing the AI-enhanced DingTalk 8.0 and the AI hardware product DingTalk A1 [4] - The development of DingTalk A1 took less than four months, with a team of about 40-50 people reportedly working with minimal sleep to ensure efficiency [4] Group 4: Huawei Technology Theft Case - Fourteen individuals were sentenced for infringing on Huawei's chip technology, with the stolen technology valued at 317 million yuan [4] Group 5: DeepSeek Bug Issue - DeepSeek V3.1 experienced a bug causing the character "极" to appear in code outputs, leading to potential compilation issues for developers [5] Group 6: Cainiao Year-End Bonus - Cainiao Network is set to fulfill its promise of double year-end bonuses, which will be distributed at the end of August to employees who were on staff as of August 1 [6] Group 7: Meituan Policy Change - Meituan plans to eliminate "overtime penalties" for its delivery riders by the end of 2025 [7] Group 8: Meta and OpenAI Employee Movement - Two core researchers left Meta shortly after joining and returned to OpenAI, indicating potential instability within Meta's new AI lab [8] Group 9: Musk's Starship Updates - Elon Musk announced that Starship V3 is expected to be completed and tested by the end of this year, with V4 anticipated in 2027 [9] Group 10: Apple A20 Chip Production - Apple's upcoming A20 chip will utilize TSMC's 2nm process, with significant demand expected, as Apple is projected to occupy nearly half of the production capacity [9] Group 11: Apple Acquisition Strategy - Reports indicate that Apple CEO Tim Cook has repeatedly rejected acquisition proposals for Tesla, despite suggestions from senior executives [10] Group 12: Nvidia's Future Outlook - Nvidia's projected sales for Q3 are approximately $54 billion, aligning with Wall Street expectations, but concerns arise over the sustainability of AI investment growth [12]

Group 1: Market Overview - Recent performance of US stock market shows positive momentum with the Dow Jones rising for four consecutive days and Nvidia reclaiming its position as the most valuable company, indicating a recovery in global capital confidence towards technology growth [3] - The anticipated interest rate cuts from the Federal Reserve have led to a preemptive market rally, particularly benefiting core assets reliant on foreign investment, with a net inflow of 5 billion from northbound funds focusing on technology and pharmaceuticals [3] Group 2: Policy Developments - The implementation of the new energy vehicle policy targeting models priced below 150,000 is expected to unlock significant market potential, especially in rural areas where electric vehicle penetration is still low [3] - The semiconductor industry is experiencing a breakthrough, with TSMC's ADR rising by 2.42% due to Apple's potential adoption of their 2nm process for the A20 chip, which could positively impact domestic semiconductor equipment and materials companies [3] Group 3: Technical Analysis - The market has shown a bullish trend with the Shanghai Composite Index maintaining above all short- and medium-term moving averages, reaching a new weekly high, although trading volume remains low, indicating potential volatility [4] - Key support and resistance levels are identified at 3365 and 3382 points respectively, with a focus on volume for potential breakout confirmation [4] Group 4: Investment Strategy - Long-term investment focus should remain on technology growth sectors such as AI computing, semiconductor equipment, and new energy intelligence, supported by favorable policies and improving industry conditions [5] - Defensive sectors like beauty care and beer are showing strength, particularly high-dividend banking stocks, suggesting a shift in investment towards safer assets amid market uncertainty [5]

Group 1 - Xiaomi is building its competitive moat through three main strategies: a comprehensive ecosystem involving people, vehicles, and home products; a proven business model that includes methodologies for successful product launches and high-end products; and a strong focus on technology as the foundation of the company [2] Group 2 - Nvidia has regained its position as the world's most valuable publicly traded company, surpassing Microsoft with a market capitalization of $3.45 trillion, following a 3% increase in stock price and a 69% year-over-year revenue growth to $44.06 billion in the last quarter [4] Group 3 - The New York Liberty, a WNBA team, has been valued at $450 million, setting a record for women's professional sports franchises, following its acquisition by Joe Tsai and his wife in 2019 for over $10 million [5] Group 4 - OpenAI has announced the free availability of its memory feature for ChatGPT, allowing users to save and reference past conversations more effectively [6] Group 5 - Nintendo has sent out "sold out" signs to retailers in the U.S. for the Switch 2, indicating high demand and a successful product launch [7] Group 6 - A new film titled "Artificial" focusing on the internal turmoil at OpenAI in 2023 has been initiated, highlighting the rapid changes in leadership within the company [8] Group 7 - Apple is facing potential legal challenges in the EU that may lead to the removal of the AirDrop feature from iPhones in the European market [10] - The upcoming Apple A20 chip is expected to utilize a 2nm manufacturing process, representing a significant advancement over previous models [11]