1月12日消息，自2026年4月1日起，财政部、税务总局将取消光伏等产品增值税出口退税。从退税9%到全面取消，该举措将使光伏企业的出口 成本有所上升。2024年11月，财政部、税务总局曾明确，自2024年12月1日起，将光伏硅片、电池及组件的出口退税率由13%下调至9%，光伏 企业对出口退税率的持续下调已有预期。 中国光伏行业协会发文称，自2024年以来，中国光伏产品出口价格持续走低，呈现"量增价减"态势。部分光伏企业会将出口退税额让渡给境外 采购方，造成利润流失。尽管调整出口退税并非从根本上解决"内卷外化"问题的唯一手段，但从长期看，该举措有利于抑制出口价格的过快下 滑，降低贸易摩擦发生的概率。（每经网） ｜点评｜ 中国出口的光伏产品价格过于低廉，以至于部分欧洲人用光伏组件来代替院子里的铁栅栏，以实现更加低价的装修方案。取消光伏产 品出口退税，正是为了推动光伏行业竞争回归理性。光伏行业属于国内支持的高新技术产业，但技术门槛并不高。近年来，全国各地光伏相关 的工厂拔地而起，为这个朝阳行业带来了严重的产能过剩。为了消化产能，中国光伏产业的恶性价格竞争在全球范围内展开。 出口退税原本是为了鼓励企业出口创汇，扶持国 ...

Not even two full trading weeks into 2026 and the good news is already piling up for a slew of big name technology stocks. That brings benefits to investors engaged with the tech-heavy Invesco QQQ Trust (QQQ) and the Invesco NASDAQ 100 ETF (QQQM). With the help of Apple news, Alphabet's market capitalization topped $4 trillion for the first time, making it the fourth U.S. company to accomplish that feat. The other three are Apple, Microsoft, and Nvida — all QQQ/QQQM holdings. Speaking of Microsoft, Goldman ...

Key Takeaways Tech titans AAPL and GOOGL are pairing up on AI. Sentiment around AAPL's AI strategy has largely been mixed so far. GOOGL has widely outperformed relative to AAPL over the last year. If there’s one thing that remains certain for 2026, it’s that the AI frenzy will continue to dominate market headlines and overall commentary. It’s not unsurprising, given some of the lofty forecasts we’ve received, though the fresh year will likely weed out a few of the ‘pretenders’ from the real winners.And the ...

Core Viewpoint - Apple's personalized version of Siri has faced significant delays and challenges, leading to a potential shift in strategy towards utilizing external AI technologies from companies like Anthropic or OpenAI [1][3][12] Group 1: Internal Challenges - The development of the new AI-based Siri has been described as a "mess," prompting a major restructuring of the Siri team under new leadership [3] - Apple's internal AI models, including Apple Foundation Models and AppleOn-Device, have underperformed compared to competitors, leading to a reassessment of their reliance on self-developed technology [8][10] - The initial optimistic timeline for integrating AI into Siri has proven unrealistic, resulting in a delay of the upgrade to 2026 [12][14] Group 2: External Collaboration - Apple is considering leveraging external AI technologies to enhance Siri's capabilities, which contrasts with its historical preference for in-house development [6][16] - The company aims to customize third-party AI models to run on its private cloud servers, ensuring user privacy while improving functionality [3][6] - Collaborating with established AI firms may provide a cost-effective solution to meet consumer expectations for AI integration in smartphones [16] Group 3: Market Implications - The delay in launching the upgraded Siri could negatively impact iPhone sales and stock performance, leading to shareholder lawsuits over perceived misinformation regarding the timeline [14] - As competitors in the Android ecosystem continue to advance their AI capabilities, Apple's delay may result in a noticeable gap in user experience compared to rival products [10][12] - The consumer sentiment towards AI smartphones indicates a demand for AI features, making it crucial for Apple to act swiftly to remain competitive [16]