近日，京东成立"变色龙业务部"，承接JoyAI App、JoyInside、数字人等AI产品的打造与商业化。 第一财经从知情人士处了解到，京东在一年前就成立了变色龙项目组，主要负责AI多模态产品的开发，其中包括JoyAI App等产品。今年京东将变色龙项目 组升级为业务部，是为了更好地推进AI产品的落地与商业化，升级后将继续加码多模态AI工具、数字人、附身智能等产品的开发。 对于变色龙业务部的规模以及层级，京东目前尚未披露。但可以看到的是，和其他电商平台不同，京东入局AI玩具赛道是以京东京造切入生产，形成了差 异化的布局。艾媒咨询CEO张毅认为，此举关键在于通过自有品牌直连制造端模式，高效地连接优质生产资源，同时在制造端降低成本，以获得成本定价优 势，同时通过数据反哺产生差异化优势。 京东加速AI落地 今年双11期间，京东使用数字人直播的商家同比增长近6倍。2025年至今，数字人直播已累计带动GMV数百亿元。 切入AI玩具赛道 京东本次升级变色龙业务部，是AI战略从研发到落地的关键信号。 张毅对第一财经记者表示，京东成立变色龙业务部释放了一个信号，即京东的AI战略从技术能力储备正式上升为集团商业化业务，包括数 ...

第一财经从知情人士处了解到，京东在一年前就成立了变色龙项目组，主要负责AI多模态产品的开 发，其中包括JoyAI App等产品。今年京东将变色龙项目组升级为业务部，是为了更好地推进AI产品的 落地与商业化，升级后将继续加码多模态AI工具、数字人、附身智能等产品的开发。 对于变色龙业务部的规模以及层级，京东目前尚未披露。但可以看到的是，和其他电商平台不同，京东 入局AI玩具赛道是以京东京造切入生产，形成了差异化的布局。艾媒咨询CEO张毅认为，此举关键在 于通过自有品牌直连制造端模式，高效地连接优质生产资源，同时在制造端降低成本，以获得成本定价 优势，同时通过数据反哺产生差异化优势。 【#京东加速AI落地#】 近日，京东成立"变色龙业务部"，承接JoyAI App、JoyInside、数字人等AI产品的打造与商业化。 ...

2026.01. 10 本文字数：2227，阅读时长大约4分钟 作者 | 第一财经 陆涵之 第一财经从知情人士处了解到，京东在一年前就成立了变色龙项目组，主要负责AI多模态产品的开 发，其中包括JoyAI App等产品。今年京东将变色龙项目组升级为业务部，是为了更好地推进AI产品 的落地与商业化，升级后将继续加码多模态AI工具、数字人、附身智能等产品的开发。 对于变色龙业务部的规模以及层级，京东目前尚未披露。但可以看到的是，和其他电商平台不同，京 东入局AI玩具赛道是以京东京造切入生产，形成了差异化的布局。艾媒咨询CEO张毅认为，此举关 键在于通过自有品牌直连制造端模式，高效地连接优质生产资源，同时在制造端降低成本，以获得成 本定价优势，同时通过数据反哺产生差异化优势。 京东加速AI落地 京东本次升级变色龙业务部，是AI战略从研发到落地的关键信号。 张毅对第一财经记者表示，京东成立变色龙业务部释放了一个信号，即京东的AI战略从技术能力储 备正式上升为集团商业化业务，包括数字人、JoyAI、JoyInside等能力和资产的基本发展路径是围 绕大模型技术、硬件产品、供应链渠道的链路卡位消费电子AI化，后续在资本市 ...

分析师认为，平台可以通过自研产品的快速迭代，沉淀用户数据，优化大模型。 近日，京东成立"变色龙业务部"，承接JoyAI App、JoyInside、数字人等AI产品的打造与商业化。 第一财经从知情人士处了解到，京东在一年前就成立了变色龙项目组，主要负责AI多模态产品的开发，其中包括JoyAI App等产品。今年京东将变色龙项目 组升级为业务部，是为了更好地推进AI产品的落地与商业化，升级后将继续加码多模态AI工具、数字人、附身智能等产品的开发。 对于变色龙业务部的规模以及层级，京东目前尚未披露。但可以看到的是，和其他电商平台不同，京东入局AI玩具赛道是以京东京造切入生产，形成了差 异化的布局。艾媒咨询CEO张毅认为，此举关键在于通过自有品牌直连制造端模式，高效地连接优质生产资源，同时在制造端降低成本，以获得成本定价优 势，同时通过数据反哺产生差异化优势。 京东加速AI落地 京东本次升级变色龙业务部，是AI战略从研发到落地的关键信号。 张毅对第一财经记者表示，京东成立变色龙业务部释放了一个信号，即京东的AI战略从技术能力储备正式上升为集团商业化业务，包括数字人、JoyAI、 JoyInside等能力和资产的基本 ...

今日（1.9），港股科技再度飘红，100%纯度的港股通科技30ETF（520980）涨近1%，盘中成交额超2.4亿元！资金面上，昨日再获资金关注，大举"吸金"超 2600万元！ 同类唯一15BP最低档管理费的恒生科技ETF基金（513260）亦涨0.35%，盘中成交额已超3亿元。资金面上，近20日有10日获资金青睐，昨日再获净流入超 1500万元，基金最新融资余额强势反弹，攀升至超1.4亿元，基金最新规模达73.88亿元！ 【机构：港股开年"独秀"全球？】 消息面上，阿里巴巴面向投资者的最新交流信息显示，淘宝闪购在最新季度取得关键进展。淘宝闪购2026年的首要目标是份额增长，会坚定加大投入以达到 市场绝对第一。 京东成立"变色龙业务部"，全面承接JoyAI App、JoyInside、数字人等核心AI产品的打造与商业化。京东第二批自研AI玩具将于1月中旬全面上线。 小鹏汽车一口气推出4款新车，包括G7、2026款P7+、2026款G6和2026款G9，都将搭载小鹏汽车第二代VLA大模型。何小鹏称，这是行业首个实现L4级初阶 能力的物理世界大模型。 港股科技热门股中，阿里巴巴-W、快手-W、哔哩哔哩-W涨超2% ...

Group 1 - Sichuan has set a maximum price of 6,583 yuan per session for brain-computer interface medical services, effective from April 30 this year, which is expected to promote industry standardization and prevent speculation [2] - WeChat has clarified that normal social behaviors will not be restricted under the new rules, ensuring users' accounts will not be penalized for typical usage patterns [3] - Aima Technology has denied rumors of a workforce reduction exceeding 50%, stating that personnel optimization is a normal adjustment for business development [4] Group 2 - Ant Group and Meituan Longzhu have invested in Shenzhen Guangzhi Shikong Technology Co., a developer of AI interactive devices, increasing its registered capital from approximately 1.6435 million yuan to about 2.1062 million yuan [5] - The film "The Legend of the Condor Heroes" has surpassed 200 million yuan in box office revenue within 9 days of its release [6][7] - IKEA announced the closure of 7 stores, including one in Shanghai, as part of its strategy to optimize business operations and focus on consumer-centric channels [8][13] Group 3 - Bawang Tea has responded to rumors of a potential IPO in Hong Kong, stating that there are currently no plans for such an initiative [9] - Lin Yunfeng, head of NetEase's DreamWorks division, has left the company, with the DreamWorks mobile game team being integrated into the Sea God division [10] - Chinese automotive brands are performing well in Ecuador, with BYD's sales expected to grow by 243.1% in 2025, and overall new car sales projected to increase by 15% [11] Group 4 - JD.com has established a "Chameleon Business Unit" to focus on the development and commercialization of core AI products [12] - JD.com is reportedly considering the issuance of dim sum bonds to raise approximately 10 billion yuan, although the company has stated there are no current plans for such an issuance [14]

Group 1: AI and Robotics Developments - JD.com has established a new "Chameleon Business Department" to focus on the development and commercialization of core AI products, including the JoyAI App and JoyInside platform, which has integrated with over 40 leading AI toy brands [2] - XPeng Motors plans to scale production of humanoid robots and launch Robotaxi services in 2026, marking a significant transition from technology exploration to practical application [6] - Lingyi Technology has completed assembly services for over 5,000 humanoid robots, focusing on core components and industrial application scenarios [7] Group 2: Financial and Investment Activities - Black Sesame Intelligence plans to raise approximately HKD 569 million by issuing shares at HKD 18.88 each, with proceeds aimed at investments in AI chips and robotics [13] - Dongxin Co. announced that its subsidiary, Lishuan Technology, has completed business registration and received a capital injection of CNY 211 million, resulting in a 35.87% equity stake [11] - Northern Long Dragon intends to acquire a 51% stake in Shenyang Shunyi Technology, which is expected to constitute a major asset restructuring [15][16] Group 3: Market Performance and Product Launches - Samsung Electronics reported a 208.2% year-on-year increase in operating profit for Q4 2025, driven by rising demand for AI servers and storage chips, with profits reaching KRW 20 trillion (approximately USD 13.8 billion) [9] - OnePlus launched the Turbo 6 series, targeting the sub-CNY 2000 market, with a projected sales growth of 44% in 2025, significantly outpacing other brands [17] Group 4: Strategic Collaborations - Fuji Electric and Bosch have announced a partnership to develop standardized silicon carbide (SiC) power modules aimed at the growing electric vehicle inverter market, addressing supply chain dependencies [12] - The Ministry of Commerce of China is reviewing Meta's acquisition of the AI platform Manus, emphasizing compliance with Chinese laws regarding foreign investments and technology exports [5]

Group 1 - Alibaba's Taobao Flash Sale aims for market share growth with significant investment planned for 2026, focusing on high-value customers and non-food retail [4][5] - In Q4 2025, Taobao Flash Sale showed strong growth in GMV share and average order value, indicating a positive market position [4] - The strategy has sparked discussions among users, reminiscent of the competitive pricing seen during the "takeout war" in early 2025 [5] Group 2 - Former Xiaomi executive Wang Teng announced the establishment of a new company, "Today Yixiu," focusing on sleep health products, with a team primarily from Xiaomi and Huawei [7][9] - The company aims to address growing concerns about sleep and energy management, leveraging advancements in AI technology [7][9] Group 3 - The Chinese Ministry of Commerce is reviewing Meta's acquisition of AI platform Manus, assessing compliance with local laws regarding technology exports and cross-border mergers [11] - The acquisition, valued at $2 billion, is under scrutiny to ensure it does not violate export control regulations [11] Group 4 - Vanke's CEO Yu Liang has submitted his resignation due to retirement, marking the end of a significant era for the company [12][13] - Yu has been a pivotal figure in Vanke's history, leading the company through various phases of growth and challenges [13] Group 5 - XuanYuan Technology showcased its AI hardware at CES 2026, emphasizing the integration of AI agents with physical devices, with products priced at $22 [15][16] - The company aims to create personalized AI experiences while maintaining safety and precision in applications [15][16] Group 6 - JD.com has established a new "Chameleon Business Department" to develop AI toys for all age groups, with plans to launch new products in mid-January [18][19] - The company has made significant advancements in AI model technology, improving efficiency and reducing training costs [18][19] Group 7 - NIO plans to expand its international presence by entering the Australian and New Zealand markets in the second half of 2026, following its launch in Thailand [39][40] - The company aims to leverage its new "Firefly" brand for better market penetration in right-hand drive regions [39][40] Group 8 - Zhihui Technology, known as the "first stock of global large models," successfully listed on the Hong Kong Stock Exchange, achieving a market capitalization of approximately 57 billion HKD [29][30] - The company reported a significant increase in annual recurring revenue, indicating strong growth potential in its cloud-based services [31] Group 9 - Tesla plans to build a 2nm chip factory, challenging industry standards for cleanroom environments in semiconductor manufacturing [44][45] - CEO Elon Musk's ambitious vision includes producing advanced chips while maintaining a casual work environment [44][45] Group 10 - OpenAI has established a $50 billion employee stock incentive pool, reflecting its commitment to attracting and retaining top talent in the competitive AI landscape [51][52] - The company has seen rapid valuation growth, indicating strong market confidence in its future prospects [51][52]

Group 1 - Alibaba Cloud launched a multimodal interaction development kit that integrates three foundational AI models and includes over ten pre-set agents and tools for various applications, such as AI glasses and smart robots [2] - JD.com established a "Chameleon Business Unit" to accelerate the commercialization of AI technologies, with plans to launch a second batch of self-developed AI toys by mid-January [2] - A Dutch court ruled a marriage invalid because the wedding certificate was written by an AI tool, stating it did not meet legal requirements as it lacked necessary declarations [3] Group 2 - A study indicated that German SMEs are expected to reduce their AI investment to 0.35% of revenue by 2025, down from 0.41% in 2024, while the overall average for all companies is projected to rise from 0.40% to 0.5% [3] - The research highlighted that German SMEs' AI investment is approximately 30% lower than the overall market level, with geopolitical tensions causing concerns and a shift towards cost optimization [3]

Group 1 - Nvidia requires overseas customers to pay full prepayment for its H200 AI chips, with orders exceeding 2 million units, and TSMC has been asked to increase production [2] - Sinopec and China National Aviation Fuel are undergoing a restructuring approved by the State Council, aiming to reduce aviation fuel supply costs and enhance industry competitiveness [2] - Alibaba's Taobao Flash Sale has made significant progress, targeting to achieve absolute market share leadership by 2026, reflecting an upgrade in the company's competitive strategy in the e-commerce sector [2] - Nestlé has expanded its global recall of infant formula to at least 50 countries, including China, with regulatory bodies urging the company to manage the recall effectively [2] - TSMC maintains high capacity utilization for advanced processes, with continued demand for 3nm processes, and has paused new project initiations while encouraging clients to evaluate the adoption of 2nm processes [2] Group 2 - Zhongwei Company’s major shareholder plans to reduce its stake by up to 2%, which may exert short-term pressure on the company's stock price [4] - Huaxia Happiness is expected to report a loss in 2025, facing dual pressures from operational losses and arbitration involving its controlling shareholder [4] - Jiechuang Intelligent plans to procure IT equipment and components worth up to 4 billion yuan to enhance its cloud computing infrastructure [4] - Pritchard anticipates no large-scale orders for LCP film products in the brain-computer interface sector in the short term, advising the market to view the concept rationally [4] - Unisoc has initiated IPO counseling, benefiting from the AI-driven demand growth in storage chips, contributing to a wave of IPOs in the industry [4] Group 3 - Changxin Technology's application for an IPO on the Sci-Tech Innovation Board has been officially accepted, marking a significant step in its listing process [5] - Geely Automobile has obtained an L3-level autonomous driving road test license for its Zeekr 9X model, covering an area of 9,224 square kilometers [5] - HSBC's proposal to privatize Hang Seng Bank has been approved by the bank's court meeting and shareholder meeting, with the delisting expected on January 27, 2026 [5] - JD.com has established a "Chameleon Business Department" to oversee the development and commercialization of core AI products [5] - Anta Sports has made a takeover offer to acquire 29% of Puma from the Pinault family, although negotiations are reportedly stalled [5] Group 4 - Apple’s market value has dropped to third globally, with its annual shareholder meeting scheduled for February 24, and CEO Cook's total compensation for 2025 set at $74.3 million [6] - Alphabet has risen to second globally, driven by its AI business, and is enhancing collaboration with Siemens on industrial AI operating systems [6] - Meta Platforms is under scrutiny by China's Ministry of Commerce regarding its acquisition of the AI platform Manus, with delays in the release of AI smart glasses [6] - Microsoft has partnered with Shopify, PayPal, and Stripe to launch a retail AI Copilot Checkout feature, while restructuring its GitHub team to strengthen AI development [6] - Amazon has adjusted its target price and is requiring employees to provide proof of work efficiency, indicating potential personnel optimization [6] Group 5 - Samsung Electronics has regained the top share in the global DRAM market and is in talks with Qualcomm for 2nm chip foundry collaboration [9] - Toyota has announced the independence of Gazoo Racing as a high-performance sub-brand and launched new models in the European market [9] - LG Electronics' CEO presented a profit-oriented growth strategy at CES 2026, focusing on sustainable development [9] - Mitsubishi UFJ Financial Group plans to establish a full-service bank in the EU to expand overseas financing profits [9] - SK Hynix has lost its position as the global leader in the DRAM market and is focusing on domestic energy storage orders [9]