Core Insights - The article discusses the implementation of the "Artificial Intelligence + Manufacturing" initiative by eight departments, aiming to accelerate the integration of AI with the manufacturing sector and promote intelligent transformation [2][4] - The Ministry of Industry and Information Technology (MIIT) emphasizes that developing AI is essential for achieving new industrialization, focusing on both technology supply and application empowerment [3] - The initiative outlines seven key tasks and 21 specific measures to enhance the intelligent, green, and integrated development of the manufacturing industry [4][5] Group 1: Key Tasks and Goals - The initiative aims to apply 3 to 5 general large models in manufacturing by 2027, create 100 high-quality industrial data sets, and promote 500 typical application scenarios [4] - It seeks to cultivate 2 to 3 globally influential leading enterprises and a number of specialized small and medium-sized enterprises, establishing a robust ecosystem for AI in manufacturing [4] - The goal is to build a globally leading open-source ecosystem and enhance security governance capabilities [4] Group 2: Industry-Specific Guidelines - The "Guidelines for Key Industry Transformation" provide direction for sectors such as raw materials, equipment manufacturing, consumer goods, electronics, and software services [6] - In the automotive sector, the guidelines emphasize accelerating the intelligent upgrade of the entire supply chain, including the development of automotive large models for design optimization [6] - The integration of AI in manufacturing is seen as a critical factor for driving innovation in research and design, improving production efficiency, and optimizing supply chain management [6][11] Group 3: Industrial Internet and AI Integration - The integration of industrial internet and AI is highlighted as a key driver for new industrialization, with plans to enhance the level of integration by 2028 [7][8] - The initiative includes expanding new industrial networks to meet the demands of AI applications and improving data governance and sharing systems [7] - The focus is on creating a collaborative ecosystem that promotes the application of AI and industrial internet across various key industries [7][8] Group 4: Local Initiatives and Developments - Various local governments are launching their own "AI+" initiatives to drive high-quality development, with specific action plans and targets [9][10] - For instance, Shanghai aims to add 100 manufacturing enterprises with over 1 billion yuan in annual output by 2028 [9] - The establishment of dedicated AI development agencies in cities like Guangzhou and Zhuhai reflects a growing commitment to fostering AI innovation at the local level [10]

机构认为，短期市场波动或有所加大。 芯片股继续成为市场主线。费城半导体指数上涨2.7%，创纪录新高。存储与设备类个股表现尤为突出，泛林集团（Lam Research）大涨8.7%，至218.36美 元。英特尔股价上涨近11%，此前美国总统特朗普表示，他与英特尔首席执行官陈立武进行了一次"很棒的会面"。 【财经日历】 二十届中央纪委五次全会召开(1/12-1/14) 上海迪士尼乐园正式实行阶梯式退票 七国集团财长在华盛顿举行会议 交易提示：日股休市 新股申购：爱舍伦 当地时间上周五，美股全线上涨，截至收盘，标普500指数涨0.65%，创历史最高收盘价；纳指涨0.81%，道指涨0.48%，同样刷新收盘纪录。 科技巨头中，博通上涨3.76%，特斯拉涨2.11%。Alphabet股价走高，A类股和C类股均上涨0.96%。Meta Platforms上涨1.08%，微软上涨0.24%，亚马逊上涨 0.44%，苹果小幅上涨0.13%，英伟达微跌0.08%。此外，电力公用事业公司维斯特拉能源（Vistra）大涨10.5%，此前Meta Platforms同意购买其核电站电力。 热门中概股涨跌不一，纳斯达克中国金龙指数跌1. ...

与此同时，光伏行业自律进入新阶段，有消息称，1月6日市场监管总局约谈了中国光伏行业协会与通威 股份、大全能源、新特能源等硅料头部企业。据了解，会议主要内容涉及通报有关垄断风险、提出明确 整改意见并对企业做好整改工作提出要求等，明确整改要求，不得约定产能、产能利用率、产销量以及 销售价格；不得通过出资比例，以任何形式进行市场划分、产量分配、利润分配；不得对当前、今后的 价格、成本、产销量等信息开展沟通协调。 2026年伊始，光伏行业在政策层面迎来双重变局。随着光伏产品增值税出口退税的全面取消，以及业内 传闻的行业自律被官方约谈叫停，持续一段时间的政策呵护与隐性秩序正被撤去。 市场对此反应剧烈，多晶硅市场情绪降至冰点，1月9日多晶硅主力合约2605大幅下跌，大全能源 （688303.SH）、通威股份（600438.SH）等硅料股周内均是大跌。 这标志着中国光伏产业将彻底告别政策温床，产业正站在一个历史性拐点上。监管的约束与财税扶持的 退坡交织，将形成一个截然不同的竞争格局，其对光伏上市公司经营业绩的影响，意味着行业估值体系 面临重构。 光伏行业开年遭遇监管铁腕 财政部和国家税务总局日前宣布，自2026年4月1日起 ...

Core Insights - The ETF market has shown significant performance in technology growth styles, particularly in sectors like brain-computer interfaces, AI applications, commercial aerospace, and semiconductors, with notable market profitability [1][2]. Group 1: Commercial Aerospace ETFs - The commercial aerospace theme ETF, specifically the Yongying National Satellite Communication Industry ETF (159206.SZ), saw a net inflow of 35.89 billion yuan, leading the market in ETF fund inflows [2]. - The Zhaoshang Zhongzheng Satellite Industry ETF (159218.SZ) recorded a net inflow of 13.79 billion yuan, tracking the satellite industry index with major components including China Satellite and Aerospace Electronics [2]. - The funding logic is driven by policy catalysts, technological breakthroughs, and order placements, indicating a high prosperity cycle for the sector [2]. Group 2: Brain-Computer Interface ETFs - The Yongying Zhongzheng All-Index Medical Device ETF (159883.SZ) experienced a net inflow of 14.41 billion yuan, with over 23% of its components related to brain-computer interfaces [2]. - The funding logic is supported by announcements from Neuralink regarding large-scale production of brain-computer interface devices and the inclusion of brain-computer interfaces in China's 14th Five-Year Plan [2]. Group 3: AI Application ETFs - The GF Zhongzheng Media ETF (512980.SH) saw a net inflow of 8.73 billion yuan, focusing on gaming applications related to brain-computer interfaces [3]. - The Huaxia Zhongzheng Animation Game ETF (159869.SZ) also reported a net inflow of 8.23 billion yuan, benefiting from AI cost reduction and efficiency improvements [3]. Group 4: Semiconductor ETFs - The Guotai Zhongzheng Semiconductor Material Equipment Theme ETF (159516.SZ) had a net inflow of 23.18 billion yuan, focusing on AI computing power upstream core targets [4]. - There is a structural differentiation within the semiconductor theme ETFs, with inflows into material equipment and outflows from chip sectors [3]. Group 5: Overall ETF Market Trends - The industry theme ETFs had a net inflow of 138.27 billion yuan over the past week, while broad-based index ETFs experienced a significant net outflow of 129.01 billion yuan, indicating a preference for sector-specific investments [5][9]. - The market is witnessing a divergence in valuations, with major broad-based indices at historical highs while certain sectors, like Hong Kong stocks, are attracting inflows due to lower valuations [7][9].

Group 1 - The banking sector received significant attention from main funds, with a net inflow of 4.298 billion yuan during the week from January 5 to January 9 [1] - The media, oil and petrochemical, and coal sectors also attracted main fund investments [1] - The electronics sector faced substantial selling pressure, with over 26 billion yuan in net outflows [1] Group 2 - Among individual stocks, XianDao Intelligent saw the highest net inflow of 1.216 billion yuan, with a weekly increase of 16.85% [1] - YunNan ZheYe and BOE Technology Group also experienced notable net inflows of 1.071 billion yuan and 1.068 billion yuan, respectively [1] - In contrast, ZhongJi XuChuang, XinYiSheng, and LiXun Precision faced significant net outflows of 8.243 billion yuan, 5.632 billion yuan, and 3.866 billion yuan, respectively [1]

Group 1 - Institutional investors have shown interest in 41 stocks this week, with 6 stocks receiving target prices [1] - Kelu Electronics received an "Outperform" rating from Guosen Securities, with a target price of 9.70 to 10.10 CNY, while the latest closing price was 8.13 CNY [1] - Lepu Medical was rated "Overweight" by Guojin Securities, with a target price of 21.00 CNY, and the latest closing price was 19.45 CNY [1] Group 2 - Mcland received a "Buy" rating from Everbright Securities, with a target price of 56.65 CNY, and the latest closing price was 53.24 CNY [1] - Other stocks such as China Merchants Bank, Weidao Nano, and Zhongtong Bus also received initial attention from institutions this week [1]

Wind数据显示，机构本周（1月5日至1月9日）共调研了134家上市公司，其中熵基科技最获关注，参与 调研的机构为218家。超捷股份、广联航空、成都先导分别获109家、79家、69家机构调研。 从调研行业来看，机构持续聚焦工业机械、电子设备和仪器、电子元件等板块。 据统计，博盈特焊获机构调研4次，冰轮环境、超捷股份获调研3次。 ...

伊朗货币贬值，让本已艰难的民生雪上加霜。 2026年的"炸裂"开局还在持续，继委内瑞拉之后，伊朗也陷入动荡，激烈程度多年未有。 据新华社报道，近期，伊朗因物价上涨和货币贬值爆发大规模示威活动，蔓延到多地并造成人员伤亡。分析人士 认为，内外压力叠加下，其局势走向将成为牵动中东格局的重要变量。 从当地时间1月8日晚间开始的全国"断网"还在持续，很多伊朗周边国家也表示已暂停往来伊朗的航班，这让外界 了解伊朗的动态变得更加困难。伊朗最高领袖哈梅内伊和军方表示伊朗将采取"果断"行动，平息动荡。属于改革 派的总统佩泽希齐扬则表示，正全力通过根除腐败来改善民生。 上海外国语大学中东研究所副教授韩建伟向第一财经记者表示，此轮抗议由民生问题引发，加之外部势力的影 响，已经发展成政治运动。总体而言，伊朗政府目前依然对国内局势保持掌控力，未来美国和以色列的干涉或将 成为主要变量。 2025年12月28日，德黑兰大巴扎市场的商户集体闭店休市，开始抗议。货币贬值对百姓的购买力打击很大，进而 造成很多商店经营困难，在伊朗全国各地，也有很多巴扎商人加入抗议行列。 巴扎商人参与抗议具有指标性的意义。巴扎商人在伊朗传统社会中是经济中心的角色， ...

2026年有色金属延续2025年的飙涨行情，当前位置到底高不高？ "未来，越来越多的美国白领月收入，可能还比不上一吨铜的价值。"这是国金证券首席策略官牟一凌于 1月9日在2026博时基金投资策略会上提到的。 无独有偶，看好有色金属长期走势的还有平安基金基金经理王华，他于7日在平安基金2026年投资策略 会上抛出观点，今年的电解铝，就是2022年的煤炭。 中信建投期货有色首席分析师江露近日也公开表示，海内外宏观宽松共振叠加供需缺口持续，2026年仍 是商品大年，有色板块或持续上涨趋势。 然而，在市场热度节节攀升的同时，当前的有色板块，位置到底高不高？机构集体唱多的背后，是产业 逻辑的坚实支撑，还是又一次高位扎堆的风险预演？ 牟一凌会上分析称，AI基建对全球的冲击将远超新能源，利率下行、投资放量，同步撬动金属与能源 需求；中国的受益链条正由光模块、PCB向电力设备、储能及更广制造业扩散。主要机会集中在工业资 源品，包括铜、铝、锡、锂、原油及油运。 牟一凌还提到，全球电力建设提速也进一步提振铜、铝、钢材直接需求。IEA预计2026年用电量增速继 续高于GDP，而2025年电源投资已再次快于电网，电网"欠账"明显，2 ...

第一财经记者下载该款APP后发现，该款产品界面简洁、功能单一，甚至无需输入个人电话号码等信息 进行注册。只需要填写个人ID名称与一个紧急联系人邮箱，若两日未能连续签到，系统将以该ID的名 义通过邮件通知紧急联系人。 【#死了么app下载价格从1元涨至8元#，#死了么曾被苹果AppStore多次清榜#】近日，一款宣称通过技 术与服务守护独居者平安的应用"死了么"火了。1月10日，该应用冲至苹果AppStore付费下载榜第一； 11日，官方将APP下载价格从1元调整至8元。 对于近期热度与价格调整，"死了么APP"官方微博账号今日发文回应称：团队由三名95后共同创立并独 立运营；接下来，团队将把主要精力投入到产品打磨中，如丰富短信提醒功能、考虑增加留言功能，并 探索推出更适老化的新产品；为了让项目能够健康、持续地发展，并覆盖日益增长的短信、服务器等成 本，遂基于成本推出8元付费方案。 ...