A股1月7日共有3758只个股获融资资金买入，有702股买入金额超亿元。其中，中际旭创、北方稀土、 东方财富融资买入金额排名前三，分别获买入25.39亿元、24.2亿元、22.62亿元。 从融资净买入金额来看，有87只个股获融资净买入超亿元。其中，北方稀土、航天发展、紫金矿业融资 净买入金额排名前三，分别获净买入8.38亿元、7.72亿元、5.41亿元。 从融资买入额占当日总成交金额比重来看，有7只个股融资买入额占比超30%。其中四川美丰、富士 莱、交控科技融资买入额占成交额比重排名前三，分别为33.98%、33.23%、32.97%。 ...

（文章来源：第一财经） 中信证券研报指出，2025年沪、深交易所新股发行规模同比增长110%，上市首日涨幅中枢达213%，网 下打新收益同比提升。通过模型测算，对于2~5亿元规模的A类账户，2025年沪、深交易所网下打新收 益约2.49%~3.83%。2025年北交所新股发行规模合计75亿元，网上中签率延续下降趋势，上市首日涨幅 中枢达284%。通过模型测算，对于1000万元规模的账户，2025年北交所网上打新收益约2.64%。展望来 看，在规则完善、结构稳定、变量之间互相制衡的背景下，中信证券认为网下打新收益将继续维持稳态 区间，2亿元规模的A类账户打新收益预计在3%~4%左右。 ...

【#ADP止跌职位空缺却下滑# ，#非农将如何影响美联储降息预期# 】 作为今年首个重磅经济数据，随着本周五去年12月非农报告的揭晓，投资者将结束假日模式正式迎接 2026年新行情。数据显示，年末美国就业市场出现部分回暖，但并未完全摆脱困境。联邦基金利率期货 定价显示，今年美联储首次降息节点指向二季度，如果非农不及市场预期，美联储或将选择提前下调利 率稳定经济。 ...

贵金属市场遭遇黑色星期三，国际金价在触及4500美元关口后遭遇抛售压力，促使投资者在高位进行获 利了结。与此同时，周四（8日）起，彭博大宗商品指数的年度权重调整将正式启动，预计将引发超过 100亿美元黄金和白银期货的多头平仓。受此影响，国际金价日内一度下探近70美元，白银、铂金和钯 金尾盘跌幅均超过4%。不过，受地缘政治、美联储降息等因素提振，机构依然看好今年的贵金属行 情。 【百亿美元抛压将至！#贵金属上演跳水# ，黄金"里程悲"银铂钯重挫】#国际金价日内一度下探近70美 元# ...

Group 1 - The National Development and Reform Commission (NDRC) aims to promote quantum technology and sixth-generation mobile communication as new economic growth points [1] - The quantum technology industry is transitioning from laboratory research to industrial application [1] - Current investments should focus on upstream core components with high technical barriers and clear commercialization paths, as well as midstream system integration [1]

发布品种目录的方式难以适应药品研发创新及临床需求的快速变化 为了加速引进境外好药、新药，填补国内患者未满足临床需求，除了重大疾病、罕见病领域新药，对于 治疗慢性病、老年病的临床急需境外已上市药品目前也可纳入国家药监局的优先审评审批范围。接下 来，对于符合要求的境外已上市仿制药品种，还有望豁免临床试验，由药企直接提出药品上市许可申 请。 1月7日，国家药监局发布《关于进一步优化临床急需境外已上市药品审评审批有关事项的公告》（以下 简称"公告"）。公告再次重申"坚持以临床价值为导向，鼓励申请人在中国开展全球同步研发、同步申 报上市"，同时明确"鼓励临床急需境外已上市的原研药及仿制药在境内申报，对于符合要求的可纳入优 先审评审批范围"。 "发布品种目录的方式难以适应药品研发创新及临床需求的快速变化。因此，本公告采取灵活的工作机 制，通过企业申请、国家药监局药品审评中心审评及必要的专家评估，来适应不断变化的临床需 求。"国家药监局称。 为加快审评速度，公告还提到，药品在境外注册上市的研究数据（包括全部临床资料以及必要的药学、 非临床及其他研究资料），境外上市后临床应用情况及安全性监测报告，跨种族/地域应用的获益风险 ...

Group 1 - China's foreign exchange reserves have remained above $3.3 trillion for five consecutive months, with a significant increase of over $155.5 billion year-on-year as of December 2025 [2] - The People's Bank of China reported a gold reserve of 7.415 million ounces as of December 2025, marking an increase of 30,000 ounces, continuing a 14-month trend of gold accumulation [2] Group 2 - The Ministry of Commerce of China has initiated an anti-dumping investigation into imported dichlorodihydrosilane from Japan, with the investigation period set from July 1, 2024, to June 30, 2025 [6] - Eight departments, including the Ministry of Industry and Information Technology, have issued an implementation opinion for the "Artificial Intelligence + Manufacturing" initiative, aiming for reliable supply of key AI technologies by 2027 and promoting the application of AI in manufacturing [7] Group 3 - The State Administration for Market Regulation and the National Internet Information Office have jointly released the "Live E-commerce Supervision and Management Measures," focusing on the responsibilities of four key entities in the live e-commerce ecosystem [8] - The "Network Transaction Platform Rules Supervision and Management Measures" prohibit platforms from unreasonably restricting the independent business activities of operators and from implementing practices that harm consumer rights [9][10] Group 4 - Starting this year, companies will be responsible for withholding and paying value-added tax on behalf of individuals, making it more difficult for individuals to evade taxes [11] - The National Climate Center reported that 2025 was one of the warmest years on record, with global surface temperatures rising by 1.40°C compared to pre-industrial levels [12] Group 5 - In December 2025, retail sales of new energy vehicles in China reached 1.387 million units, a year-on-year increase of 7%, while wholesale sales totaled 1.554 million units, reflecting a 3% increase year-on-year [13] Group 6 - The U.S. government announced plans to withdraw from 66 international organizations deemed not in the country's interest, as directed by President Trump [14] - Trump proposed a military budget of $1.5 trillion for 2027, emphasizing the need for a stronger military amid current global uncertainties [15] Group 7 - The U.S. Department of State expanded the list of countries requiring a visa guarantee deposit to 38, with new countries added effective January 21 [16] - Trump claimed that India's order for 68 Apache helicopters has been delayed by five years, a statement disputed by Indian media [17] Group 8 - Lenovo and NVIDIA announced a partnership to launch the "Lenovo AI Cloud Super Factory," aimed at accelerating AI deployment and scaling capabilities [19] - IKEA plans to close seven stores in China starting February 2, 2026, while also planning to open over ten smaller stores in the next two years [20] Group 9 - On January 7, institutional investors bought into 25 stocks, with the top net purchases including Erdos and Sanbo Brain Science, while selling off Goldwind Technology [22][23][24][25] - The commercial health insurance innovation drug directory has been implemented, potentially benefiting participants, but challenges remain in hospital adoption [26] - The companion robot market is expected to see increased competition by 2026, as various companies enter the space with standardized supply chains and similar functionalities [27]

该备忘录命令所有行政部门和机构停止参与和资助35个非联合国组织和31个联合国机构。 据央视新闻，当地时间1月7日，美国白宫发布声明表示，美国总统特朗普当日签署了一份总统备忘录， 指示美国退出66个"不再符合美国利益"的国际组织。 ...

（文章来源：第一财经） 华泰证券指出，阀门行业作为工业流体控制体系的核心环节，正处于市场稳健扩容与技术升级的关键阶 段。在下游能源、电力、石化及新能源等高景气领域的拉动下，阀门市场持续扩容。海外巨头凭借深厚 技术积累仍主导高端领域，但中国依托强大的基础设施建设能力，以及欧美去工业化带来的窗口，在核 电、深水油气和特种工况等领域不断实现技术突破。总体来看，需求增长、技术升级与国产化加速正叠 加形成推动行业长期向上、竞争格局重构的核心动力。因此我们看好阀门行业。 ...

Wind数据显示，1月8日，8家公司共发布8个股票回购相关进展。其中，5家公司披露股票回购实施进 展，3家公司回购方案已实施完毕。 从已完成回购来看，当日共3家公司回购金额超千万。京新药业、华昌达、实朴检测已完成回购金额最 高，分别回购6.09亿元、4189.96万元、3195.12万元。 截至1月8日，今年以来已有29个回购方案已实施完毕，涉及22家公司，其中7家公司已完成回购金额超 亿元。其中京东方A、京新药业、新和成回购金额居前，分别已完成回购15.00亿元、6.09亿元、5.56亿 元。 从回购实施进展来看，健盛集团、东诚药业、民生健康回购金额最高，分别回购1.18亿元、1718.63万 元、1499.93万元。 ...