2026年1月3日，美国强掳委内瑞拉总统夫妇，其后，委内瑞拉邻国哥伦比亚宣布进入一级战备状态。拉 美部分地区局势动荡，其涟漪也波及国内从事国际物流运输的企业。 1月6日，义乌一家国际货代公司负责人向《每日经济新闻》记者透露，目前，公司基本不再接收和委内 瑞拉相关的港口订单，担心有太多不确定因素。 1月5日，国际物流数字化服务平台运去哪（YQN）的航线专家向《每日经济新闻》记者透露，已有部 分海运客户暂停出货，取消当天前往委内瑞拉北部重要港口拉瓜伊拉的装货计划或申请退关。整体来 看，由于当前局势不稳，委内瑞拉短期内后续订舱量可能将受到一定影响。 事实上，包括委内瑞拉在内的十多个拉美地区国家官方语言均为西班牙语。尽管眼下拉美部分地区时局 动荡，但远隔万里之外的浙江义乌，仍有越来越多的外贸商家开始重视拉美地区的新增量，学西班牙语 成为不少商户在主业之外的兴趣选择。 除了主动学习语言以外，AI（人工智能）翻译卡片、大模型等AI产品也正为义乌商户们的多语种沟通 能力提供加持。中国AI技术的发展，也吸引了海外客商的关注。 做日用生活百货的老板娘张艳则向记者透露，过去一两年，南美的批发商来义乌的数量逐步增加，他们 的采购需 ...

证券日报网1月8日讯，安凯微在接受调研者提问时表示，公司目前蓝牙芯片可以用于AI耳机、AI眼 镜、音箱、智能穿戴类(如智能头盔、智能手表/手环等)、智能玩具等。 ...

格隆汇1月8日丨天键股份(301383.SZ)在投资者互动平台表示，公司有AI耳机、AI眼镜等产品可以实现 智能声控的功能。 ...

天键股份（301383.SZ）1月8日在投资者互动平台表示，公司有AI耳机、AI眼镜等产品可以实现智能声 控的功能。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司在无屏智能声控电子设备方面有何技术布局及 产品开拓？贵公司产品在该方面有相关的AI应用吗？谢谢！ ...

北京时间1月7日，消息传出字节跳动正在联合车企造车，但根据媒体报道，字节跳动相关负责人称传言不实，字节跳动没有造车计划。 虽然字节跳动否认造车，但早已经将触角伸入汽车行业。 首先说一个A股相关标的，赛力斯最近两天有上涨的苗头，累计涨幅5.80%，对于近期的赛力斯来说，算是大涨了。 赛力斯被拉涨，可能是因为在2025年10月9日，赛力斯和字节跳动旗下的火山引擎签署了《具身智能业务合作框架协议》，双方聚焦汽车产业生态数智化 升级需求，打造"技术+场景"融合新模式。 更早一些的9月23日，字节跳动和梅赛德斯奔驰签署了类似的合作，但更具体的覆盖了智能座舱、智能辅助驾驶、智能化研发、数字化营销和客户运营五 大领域，同样是依靠火山引擎输出AI、云、大数据能力。值得一提的是，双方的合作在2023年就开始，当时是将火山车娱引入奔驰智能座舱。 除了AI手机，此前，字节跳动还推出了AI耳机，现在在探索推出带摄像头的AI耳机，这也是现在耳机领域的一个创新方向，本质还是在感知和交互上努 力。 字节跳动除了将触角伸入汽车行业，还在抢AI的硬件入口。包括耳机、手机，以及最新的眼镜等。 早在2021年9月，字节跳动甚至花了大约90亿元收购 ...

Group 1 - As of January 6, the margin trading balance in A-shares reached 25,799 billion yuan, an increase of 192.52 billion yuan from the previous trading day, accounting for 2.53% of the A-share circulating market value [1] - The trading volume for margin transactions on the same day was 3,289.06 billion yuan, which is an increase of 373.81 billion yuan from the previous trading day, representing 11.6% of the total A-share trading volume [1] - Among the 31 primary industries in the Shenwan index, 23 industries experienced net financing inflows, with the electronics industry leading at a net inflow of 4.398 billion yuan [1] Group 2 - A total of 74 individual stocks had net financing inflows exceeding 1 billion yuan, with Dongfang Caifu leading at a net inflow of 955 million yuan [1] - Other notable stocks with significant net financing inflows include Aerospace Electronics, Xunwei Communication, Zhongji Xuchuang, Goldwind Technology, New China Insurance, China Merchants Bank, CATL, Shenghong Technology, and TCL Technology [1] - In 2026, the application of AI in terminal devices is expected to accelerate, integrating deeply into various hardware products and industrial scenarios [2] - AI technology is anticipated to enhance traditional consumer electronics such as computers, display devices, and home appliances, while new AI hardware categories like AI glasses and AI headphones are expected to see significant breakthroughs [2] - The ongoing development of physical AI is gradually being applied in industrial, robotics, and intelligent driving scenarios [2]

Group 1 - As of January 6, the A-share margin balance reached 25,799 billion yuan, an increase of 192.52 billion yuan from the previous trading day, accounting for 2.53% of the A-share circulating market value [1] - The margin trading volume on the same day was 3,289.06 billion yuan, up by 373.81 billion yuan from the previous trading day, representing 11.6% of the total A-share trading volume [1] - Among the 31 primary industries, 23 experienced net financing inflows, with the electronics sector leading at a net inflow of 4.398 billion yuan [1] Group 2 - A total of 74 stocks had net financing inflows exceeding 1 billion yuan, with Dongfang Caifu leading at a net inflow of 955 million yuan [1] - Other notable stocks with significant net financing inflows include Aerospace Electronics, Xinwei Communication, Zhongji Xuchuang, Goldwind Technology, New China Life Insurance, China Merchants Bank, CATL, Shenghong Technology, and TCL Technology [1][2] - In 2026, the application of AI in terminal devices is expected to accelerate, integrating deeply into various hardware products and industrial scenarios [2] - AI technology is anticipated to enhance traditional consumer electronics such as computers, display devices, and home appliances, while new AI hardware categories like AI glasses and AI headphones are expected to see significant breakthroughs [2]

Core Viewpoint - The article discusses the evolving landscape of AI hardware and embodied intelligence, highlighting the rapid commercialization and investment trends in these sectors, while also addressing the challenges and competitive dynamics faced by startups and established players in the market [4][6][30]. AI Hardware Industry - The concept of "AI hardware" has rapidly converged to include consumer electronics products that leverage model inference capabilities, such as AI glasses and AI toys, moving away from more speculative product ideas [4][5]. - The domestic AI hardware industry benefits from a mature supply chain, allowing entrepreneurs to effectively "recreate" consumer electronics, which has led to a unified approach among industry players [5][6]. - Despite the enthusiasm in the capital market for AI hardware, there is a notable absence of standout products that can validate the industry's direction [6][10]. - The AI glasses segment has seen significant growth, with shipments increasing from 1.3 million units in 2024 to 2.9 million units in 2025, reflecting over 120% year-on-year growth [16][17]. Embodied Intelligence Sector - The embodied intelligence sector has experienced a surge in valuations, with many companies reaching valuations in the tens to hundreds of billions, driven by a robust domestic supply chain and strong market demand [8][24]. - However, there is a disconnect between the high valuations and actual order disclosures, with many companies opting not to reveal specific order quantities or amounts [25]. - The primary application of humanoid robots has been in research settings rather than commercial production, which raises concerns about the sustainability of this business model [26][27]. - The emergence of robot rental services is a notable trend, with the market expected to grow from 1 billion to 10 billion in the coming year, indicating a shift in how humanoid robots are utilized [27]. AI Chip Industry - The domestic AI chip industry is experiencing a significant breakthrough, with the penetration rate of domestic chips rising from 8% to 23% in the past year, driven by government policies and the establishment of over 250 intelligent computing centers [32][33]. - Despite the growth, there are concerns about the global shift away from GPU-centric architectures towards more efficient alternatives like TPU and reconfigurable architectures, which may challenge the current dominance of domestic AI chips [34][36]. - The year 2026 is anticipated to be a pivotal moment for the domestic AI chip industry, as companies will need to compete on energy efficiency and performance against international brands [37].

记者丨 魏彤 程浩 于长洹 吴蓉 隆冬时节，当长江流域以北城市的最低气温已跌至零摄氏度以下时，南粤大地还是一片春意盎 然、花团锦簇的样子。独特的温暖气候，造就了岭南"人气王"的优势。 跨年夜，广深地铁接连创下新高：广州地铁不仅刷新了自身客运量纪录，更登顶"全国地铁单 日客流新高"，深圳地铁则首次突破1300万大关，创下单日历史最高客流纪录。人流背后是文 旅消费热：元旦期间，广东全省接待游客1787.5万人次，日均同比增长34.8%；实现旅游收入 99.8亿元，日均同比增长39.8%。 这些数据表明，广东在全国依然拥有"顶流"的人气，同时也成为广东开局即冲刺的缩影。2026 年伊始，经济第一大省广东，已经呈现出一派火热的繁忙景象。涌动的人流、生产线上轰鸣的 机器、实验室中奔忙的科技人员……一幅幅热火朝天的拼经济画卷正在铺展。 开局关乎全局，起步决定走势。中国共产党广东省第十三届委员会第八次全体会议暨省委经济 工作会议强调，要坚持开局就要冲刺、全域全年发力，奋力跑出高质量发展加速度，确保"十 五五"开好局起好步。 广东作为改革开放的排头兵、先行地、实验区，肩负着走在前、作示范、挑大梁的光荣使命。 在2026年开工 ...

南方财经记者魏彤 程浩 于长洹 吴蓉 广州、佛山、东莞报道 隆冬时节，当长江流域以北城市的最低气温已跌至零摄氏度以下时，南粤大地还是一片春意盎然、花团锦簇的样子。独特的温暖气候，造就了岭南"人气 王"的优势。 跨年夜，广深地铁接连创下新高：广州地铁不仅刷新了自身客运量纪录，更登顶"全国地铁单日客流新高"，深圳地铁则首次突破1300万大关，创下单日历 史最高客流纪录。人流背后是文旅消费热：元旦期间，广东全省接待游客1787.5万人次，日均同比增长34.8%；实现旅游收入99.8亿元，日均同比增长 39.8%。 这些数据表明，广东在全国依然拥有"顶流"的人气，同时也成为广东开局即冲刺的缩影。2026年伊始，经济第一大省广东，已经呈现出一派火热的繁忙景 象。涌动的人流、生产线上轰鸣的机器、实验室中奔忙的科技人员……一幅幅热火朝天的拼经济画卷正在铺展。 天河路商圈为何能够有如此高的人气？南方财经记者一线走访了商圈部分商户。 斐乐FILA正佳广场店经理陈加升认为，假日消费的主流是外地游客以及年轻情侣、学生党，为了迎合元旦的消费高峰，店里提前上新了新年款式，还推 出了新年满减政策。 期消费火爆。 受访者供图 斐乐FILA ...