(本文来自第一财经) 商业航天概念反复活跃，通宇通讯4天3板，巨力索具、杭萧钢构3连板，中国卫星、金风科技、泰胜风 能、中天火箭等股跟涨。 商业航天概念反复活跃，通宇通讯4天3板，巨力索具、杭萧钢构3连板，中国卫星、金风科技、泰胜风 能、中天火箭等股跟涨。 (本文来自第一财经) ...

Group 1 - The core idea of the conference is that in the era of AI, human creativity, judgment, and responsibility remain irreplaceable by technology [1] - The conference highlighted the importance of integrating human insight with technological advancements in finance, emphasizing that AI should be seen as a creator and reshaper rather than a mere replacement [1] - Liu Xiaochun from Shanghai New Financial Research Institute stressed that financial innovation should focus on the essence of finance rather than technology itself, categorizing technology into three levels: financial technology, institutional technology, and scientific technology [2] Group 2 - Yuan Yue, chairman of Zero Point Data, outlined the transition from financial technology (FT) to financial intelligence (FI), indicating a shift towards intelligent decision-making in finance [3] - He introduced a framework for understanding the core technologies supporting risk control and service optimization, emphasizing the limitations of large language models in high-sensitivity fields like finance [3] - The conference also explored the mutual empowerment between financial technology and content creation, discussing how both sectors can benefit from each other [3][6] Group 3 - Zhang Wenyu from Zhejiang University of Finance and Economics highlighted the fundamental impact of AI on various industries, particularly finance, marking the emergence of a new era of AI capabilities since the launch of ChatGPT [4][5] - He emphasized that while 99% of routine tasks may be automated, the unique human qualities of creativity and insight are essential for navigating complex scenarios [5] - Zhu Guangye, a financial investment entrepreneur, acknowledged the reality of AI replacing many repetitive tasks in finance but noted that certain roles still require human judgment and experience, particularly in nuanced situations [5][6]

深入实施新一轮钢铁、有色金属、石化等十大重点行业稳增长工作方案，继续支持工业大省挑大梁，强 化政策支持和要素保障。 据新华社，2026年将采取哪些措施保持工业经济平稳增长？对此，工业和信息化部部长李乐成在接受采 访时表示，2026年，我国工业经济发展韧性强、潜力大、活力足的优势条件没有改变，当然也面临一些 风险挑战，只要坚定信心、迎难而上，用创新的思路、改革的办法，用足用好优势条件，完全能够推动 工业经济行稳致远。我们将着重抓好"稳""扩""创""增"四方面工作。 "创"就是要促进价值创造、以质取胜。我们将统筹实施传统产业焕新行动和发展壮大新兴产业打造新动 能行动，深入推进重大技术改造升级工程，强化标准引领、质量提升、品牌建设。 "增"就是要进一步增强经营主体动力活力。我们将健全优质企业梯度培育体系，高度重视帮助企业特别 是中小微企业改善现金流，加力清理拖欠企业账款。强化重点行业产能监测预警和产能治理，巩固拓 展"内卷式"竞争综合整治成效。 "稳"就是要稳定重点行业和重点地区增长。重点行业和地区的工业增加值都占到工业总量的80%。我们 将充分发挥重点行业规模大、产业链长、带动强的优势，深入实施新一轮钢铁、有色 ...

试点省份新增专项债完成全年限额的进度均值为93%。 为此，2024年底国务院办公厅发布《关于优化完善地方政府专项债券管理机制的意见》，开展专项债券 项目"自审自发"试点，核心就是下放专项债券项目审核权限，试点地区专项债项目经省级政府审核批准 后，不再报国家发展改革委、财政部审核，可立即组织发行专项债券。 上述《意见》确定了首批试点省份分别是北京市、上海市、江苏省、浙江省（含宁波市）、安徽省、福 建省（含厦门市）、山东省（含青岛市）、湖南省、广东省（含深圳市）、四川省。另外河北雄安新区 作为承担国家重大战略地区，也被纳入试点范围。 此后部分试点省份出台了本地专项债"自审自发"试点具体方案，以落实上述新政。从目前一些省份公开 信息来看，试点效果已经初步显现。 福建省财政厅债务处有关负责人公开表示："我们将项目审核流程由以往市县—省级—国家两部委3级审 核减至市县—省级2级审核，缩短申报链条，简化管理程序，降低沟通成本，提高审核效率。" 为了提高地方政府专项债券（下称"专项债"）资金使用效率，10个省份试点专项债"自审自发"已有一 年，成效初显，试点省份有望扩围。 去年底召开的中央经济工作会议部署今年经济工作时，要 ...

Group 1 - COMEX gold futures prices surged, reaching a high of $4612 per ounce, marking a new historical peak after two weeks [1][2] - COMEX silver prices also increased, reported at $83.9 per ounce, with a daily rise of 5.7% [3] - Domestic precious metal futures continued to rise, with Shanghai gold futures up approximately 3% at 1031 yuan per gram, and Shanghai silver futures up 12% at 20614 yuan per kilogram [3] Group 2 - Geopolitical tensions are escalating, driving up safe-haven demand for precious metals, while expectations for further interest rate cuts by the Federal Reserve have also increased following U.S. employment data [3] - China's central bank has been increasing its gold reserves for 14 consecutive months, currently holding 7.415 million ounces (approximately 2306.323 tons), which is expected to support gold prices [3] - Goldman Sachs predicts gold prices could reach $4900 per ounce by the end of 2026, while JPMorgan has raised its forecast to $5000 per ounce by Q4 2026, with a long-term outlook of $6000 per ounce [4] Group 3 - The global central banks are adjusting their reserve structures, reducing reliance on U.S. dollar assets and viewing gold as a core tool to hedge against sovereign currency credit risks [4] - The World Gold Council reports that gold is expected to perform well in 2025, with potential price increases of 15% to 30% in 2026 based on current levels [4] - Morgan Stanley maintains its average silver price forecast at $40.1 per ounce for 2026, while Bank of America has a more optimistic outlook, predicting silver prices could peak between $135 and $309 per ounce [5]

Core Viewpoint - The incident involving ARA supplier Jia Bi You Biotechnology (Wuhan) Co., Ltd. has led to a global recall of infant formula by Nestlé due to potential quality risks associated with ARA ingredients [2][4]. Group 1: Company Impact - Jia Bi You received a regulatory notice from the Shanghai Stock Exchange, urging timely responses and compliance with information disclosure obligations [2]. - Following the recall announcement, Jia Bi You's stock price opened at 20.2 yuan, reflecting a decline of 1.22%, with a cumulative drop exceeding 16.7% since the incident [3]. Group 2: Industry Response - ARA is commonly used in infant formula and dietary supplements, raising market concerns about product safety [4]. - The State Council's Food Safety Office and the Market Regulation Administration emphasized the importance of Nestlé (China) fulfilling its corporate responsibilities and executing the recall of affected products sold in China [4]. - Major domestic infant formula brands, including Yili, Mengniu, and others, have issued statements to clarify that their products remain safe and reliable [4].

Core Viewpoint - The incident involving the recall of infant formula by Nestlé due to potential quality risks associated with ARA raw materials from supplier Jabiou Biotechnology has raised significant concerns in the market, impacting the stock price of Jabiou and prompting regulatory scrutiny [1][2]. Group 1: Company Impact - Jabiou Biotechnology (Wuhan) Co., Ltd. received a regulatory notice from the Shanghai Stock Exchange urging timely responses and compliance with information disclosure obligations [1] - Following the recall announcement by Nestlé, Jabiou's stock price opened at 20.2 yuan, reflecting a decline of 1.22%, with a cumulative drop exceeding 16.7% since the incident [1] - Jabiou has stated that it has sent products for testing and will release results once available [1] Group 2: Industry Response - The State Council's Food Safety Office and the Market Supervision Administration emphasized the importance of Nestlé (China) fulfilling its corporate responsibilities and executing the recall of affected products sold in China [2] - Major domestic infant formula brands, including Yili, Mengniu, and others, have issued statements asserting the safety and reliability of their products, distancing themselves from the incident [2]

咪咕视讯副总编辑陈坚白以"网络暴力全链路治理新实践"为主题进行了分享，结合《网络暴力信息治理 规定》，深耕体育方向，针对赛事期间运动员易遭网暴、粉丝互撕等问题，强化体育垂类场景精细化治 理，建立"三级防控+专项治理"模式与敏感识别模型，构建"预防-监测-处置-评估"全链路体系，通过技 术审核、"一键防护"功能等守护用户与运动员。 抖音安全副总编辑围绕网暴新特点、治理实践、未来规划及共治倡议展开。网暴呈现隐私侵害升级、 AI合成内容攻击等新特征。2025年抖音从风险识别、受害者保护等多维度治理，推出隐私防护功能、 提供法律咨询，构建反"开盒"体系，防控热点事件网暴，成效显著。未来将运用大模型技术提升治理效 能，健全受害者保护机制，扩大协同合作。 1月10日，第三届上海反网络暴力大会在上海召开。本次大会由中共上海市委网信办指导，上海市互联 网业联合会主办，静安区委网信办、智通财经、上海米哈游网络科技股份有限公司承办，北京大成（上 海）律师事务所、市北高新集团、咪咕视讯协办。 大会以"共建向上向善和谐网络生态"为主题，汇聚监管部门、主流媒体、互联网平台、专家学者等各界 代表，通过"主题演讲+圆桌讨论"的形式，共同探 ...

盘面上，AI应用题材活跃，电商、短剧游戏方向涨幅靠前；商业航天指数持续发酵。 09:32 商业航天概念继续走强，巨力索具、杭萧钢构3连板，通宇通讯、电科芯片涨停，信科移动、星图测控、泰胜风能等涨超10%。 09:31 科创50指数涨幅扩大至1%，现报1491.58点。 09:25 A股开盘丨沪指高开0.35% 德福科技低开超11%，公司终止收购卢森堡铜箔100%股权。 | | 31 .44 -4.05 -11.41% | | | | 德福科技 301511 交易 | 立即 | | --- | --- | --- | --- | --- | --- | --- | | | SZSE CNY 9:25:00 休市 查看L2全景 | | | 疑似减持受限通 融 △ ○ + | | | | 委比 | 77.86% 委差 | 1013 | | Wind ESG评级A | | 详情 | | 卖五 | 31.94 | 10 | 文生 | -12.15% 120日 | | 27.91% | | 卖四 | 31.88 | 12 | 5日 | -14.17% 250日 | | 141.29% | | | 31.80 | 3 | ...

从融资买入额占当日总成交金额比重来看，有6只个股融资买入额占比超30%。其中汉邦科技、技源集 团、现代投资融资买入额占成交额比重排名前三，分别为42.51%、33.43%、32.75%。 从融资净买入金额来看，有68只个股获融资净买入超亿元。其中，中国平安、金风科技、中际旭创融资 净买入金额排名前三，分别获净买入11.37亿元、9.48亿元、5.41亿元。 A股1月9日共有3760只个股获融资资金买入，有777股买入金额超亿元。其中，中际旭创、金风科技、 信维通信融资买入金额排名前三，分别获买入35.17亿元、26.54亿元、25.16亿元。 ...