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“金属风暴” 席卷全球:从避险狂欢到工业命脉,一场关于资源定价之战
Huan Qiu Wang· 2026-01-23 06:26
Core Viewpoint - The prices of gold and silver have reached historic highs, with spot gold surpassing $4960 per ounce and silver nearing the $100 mark, driven by a combination of geopolitical risks, monetary policy changes, and supply-demand dynamics [1][4][5]. Group 1: Price Movements and Drivers - Gold and silver prices have surged by 64% and 150% respectively, while copper prices have increased by over 41% in 2025, indicating a significant "growth storm" in the precious metals market [4]. - The recent price increases are attributed to global liquidity easing, geopolitical risk premiums, and persistent supply-demand gaps [5]. - The weakening of the US dollar and declining real interest rates have made commodities priced in dollars more attractive, contributing to the rise in precious metal prices [5]. Group 2: Industrial Metal Demand - Copper is increasingly recognized as essential for modern industries, particularly in AI and renewable energy sectors, with projected demand from AI data centers alone expected to add 47,500 tons by 2026 [7]. - China, as the largest copper consumer, accounted for 79% of its total copper consumption in 2023, highlighting the critical demand for copper in various industries [8]. - Silver's industrial demand is also on the rise, particularly in electric vehicles and solar panels, with a projected supply-demand gap of approximately 110 million ounces by 2025 [8]. Group 3: Market Dynamics and Strategies - The Shanghai Action Plan aims to enhance the resource allocation and global pricing influence of China's non-ferrous metal commodities through 18 specific measures [3][11]. - The plan focuses on optimizing pricing mechanisms, improving market ecology, and enhancing support for the real economy, which could help stabilize prices and reduce costs for enterprises [12]. - To strengthen its position in the global market, China must consolidate its demand power and improve its ability to respond to international price fluctuations [13][14].
长期用AI会让孩子变懒变笨吗?多位专家研讨AI与教育变革
Huan Qiu Wang· 2026-01-23 06:26
Core Viewpoint - The discussion on whether long-term use of AI will diminish children's cognitive abilities is deemed a "pseudo-issue," emphasizing the need for a shift in educational paradigms rather than reliance on traditional knowledge accumulation [1][2]. Group 1: Impact of AI on Education - AI is seen as a tool that can enhance children's curiosity and provide timely feedback to questions that parents may struggle to answer [1]. - The role of teachers is evolving; they must focus more on emotional support and awareness rather than just knowledge dissemination, as AI can fulfill the latter [2]. - AI has changed learning pathways, allowing students to explore and understand concepts in a non-linear fashion, as illustrated by a student's experience in programming [4]. Group 2: Equity and Access in Education - Concerns about families that cannot use AI becoming the "new underclass" are countered by the argument that AI democratizes education, lowering barriers to access [5]. - The emphasis is placed on developing students' self-discipline and critical thinking skills, as the effectiveness of AI in education will depend on how children utilize it [5]. - The definition of educational success is shifting from competition based on grades to personalized development, facilitated by AI [5]. Group 3: Insights from the Conference - AI is being positioned as the "fourth piece of stationery," indicating a fundamental shift in learning methods from traditional to interactive and self-directed approaches [6]. - Future assignments will focus on comparing human and AI-generated answers, fostering critical thinking and innovation [7]. - The ongoing integration of AI in education raises questions about how to guide the next generation in effectively using technology while maintaining human creativity and uniqueness [7].
浙江男子听到窗外异响,发现街头一片狼藉!之后一幕,他忍不住拿起手机拍下:“非常感动”
Huan Qiu Wang· 2026-01-23 06:18
余姚市民胡先生拍摄的温暖瞬间。 这让胡先生非常感动,远远拍下了他们忙碌的身影,希望能找到这些好心的小哥…… 1月21日,好消息传来,在余姚市委社会工作部的协助下,那两位率先动手清障的骑手找到了——23岁 的美团骑手张小宝和24岁的淘宝闪购骑手颜雄,他们还原了当晚的动人瞬间…… 来源:FM93交通之声 1月20日晚,家住余姚市文山路四季东城附近的胡先生在家中听到异响,向窗外望去时,看到了温暖的 一幕: 一辆轿车撞上护栏,一位美团骑手和一位淘宝闪购骑手先后停下电瓶车,穿过马路,俯身清理对向车道 散落一地的护栏碎片,随后几位市民也陆续加入。 短短十几分钟,受阻的道路恢复了通畅。 送完单, 发现对向车道出了事故 "送完那单正路过,靠近了才看清对向车道出了事故。"张小宝回忆道。1月20日21时50分左右,他行驶 至文山路四季东城路段时,发现一辆银色轿车撞倒了十余米护栏,碎片四散,司机站在车旁。 尽管自己在反方向车道,完全不受影响,张小宝还是立刻停车,小跑着穿过马路。 两个骑手出手相助。 他先上前确认司机无恙,帮她从后备厢取出三角警示牌摆好,随后便蹲下开始徒手清理路面尖锐的金属 碎片。"当时下着小雪,路面湿滑,又是晚上视 ...
燧原科技科创板IPO获受理 "国产GPU四小龙"齐聚资本市场
Huan Qiu Wang· 2026-01-23 06:15
来源:美通社 上海2026年1月22日 /美通社/ -- 以下报道来自海峡导报:2025年末,随着摩尔线程、沐曦股份在科创板 上市后股价表现强劲,及2026年初壁仞科技成功登陆港股,国产高端GPU领军企业集群加速对接资本市 场。如今,"国产GPU四小龙"阵营的最后一块关键拼图即将就位 —— 上海燧原科技股份有限公司的科 创板IPO申请已于1月22日获证监会受理,标志着其上市进程进入冲刺阶段,这家估值达205亿元的独角 兽企业有望在二级市场再引关注。 随着燧原科技上市进程推进,其背后的企业与资本也浮出水面。燧原科技背靠腾讯这棵"参天大树",更 有国家集成电路产业投资基金二期(国家大基金二期)的入股,股东囊括了红点中国等国内知名资本。 受理截图 拥有"硅谷基因",打造独特的技术路线 2025年12月,号称"国产GPU第一股"的摩尔线程上市首日股价涨超4倍,12月11日收盘价超过900元/ 股,首日涨幅高达425%,远超114.28元/股的发行价。随后,沐曦股份上市首日股价暴涨约700%,市值 突破3000亿元,当时,投资者中一签浮盈最高接近40万元,更是刷新近十年来A股上市首日单签盈利纪 录。 2026年伊始,这 ...
【环视大资管】存款到期潮,银行、理财、基金如何接招?
Huan Qiu Wang· 2026-01-23 05:28
从期限结构分析,华泰证券研究团队测算,1年以上定期存款到期规模在50万亿元左右,2年期、3年期 到期量预计在20万亿元以上,5年期大致在5万亿—6万亿元。而中金公司测算1年期及以上存款到期约67 万亿元,高于市场50万亿左右的测算。 "此次大规模存款到期潮将推动银行负债成本结构性下降,缓解净息差压力,但同时也考验着负债端的 稳定性。"苏商银行特约研究员武泽伟接受记者采访时表示。根据国盛证券分析,伴随定期存款到期重 定价,这将有助于缓解银行息差压力,理想情形下预计将减少银行约5500亿的负债端成本,推动银行付 息率下降31BP。 【环球网财经 记者谭雅文】2026年,新一轮存款到期潮来袭。多家机构预测,全年到期存款规模预计 在60万亿元至75万亿元之间。在存款利率下行背景下,这笔巨量资金的流向成为市场探讨的焦点,是继 续储蓄还是转向多元化的资产配置?这不仅关系到银行负债结构的调整与息差压力,也将影响资管行业 的竞争格局。从年初的各类金融机构纷纷推出的"开门红"策略来看,各机构对居民资产配置重要时点的 竞争已经展开。 大规模存款到期有何影响? 记者梳理多家券商测算发现,今年存款到期规模在55万亿元以上。其中,国盛 ...
“一小块格陵兰岛、一小块委内瑞拉”?外媒:马斯克暗讽特朗普“和平委员会”
Huan Qiu Wang· 2026-01-23 05:08
Core Viewpoint - Elon Musk used a play on words to mock President Trump's newly established Gaza "Peace Committee" during the World Economic Forum in Davos, Switzerland, highlighting the absurdity of territorial ambitions [1][3] Group 1 - Musk referenced the homophones "peace" and "piece" to critique Trump's territorial ambitions, suggesting that the focus on peace is overshadowed by desires for land [3] - The context of Musk's comments includes recent U.S. military actions in Venezuela and Trump's long-standing interest in Greenland, indicating a broader geopolitical tension [3] - Critics argue that the establishment of the "Peace Committee" could undermine the authority of the United Nations, with some invited countries expressing reluctance to participate [3]
福建平潭警方通报一起黄金制品被抢案:2名犯罪嫌疑人已被抓获
Huan Qiu Wang· 2026-01-23 03:19
热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 本文转自【平潭警方在线】 平潭综合实验区公安局发布警情通报: 来源:平潭综合实验区公安局 新浪合作大平台期货开户 安全快捷有保障 责任编辑:朱赫楠 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 本文转自【平潭警方在线】 平潭综合实验区公安局发布警情通报: 来源:平潭综合实验区公安局 新浪合作大平台期货开户 安全快捷有保障 责任编辑:朱赫楠 ...
中国远程医疗健康管理公司BFB HEALTH登陆港交所 市值超12亿港元
Huan Qiu Wang· 2026-01-23 03:07
【环球网财经讯】1月22日,港股上市公司财讯传媒集团有限公司正式更名为"BFB Health Limited",中文股票简称由"财讯传媒"更改为"BFB HEALTH",港 股代码00205.HK维持不变。 这家港股医疗健康板块的"黑马",是扎根于亳州的第一家民营企业上市公司,依托亳州丰富的中药材资源与完善的健康产业集群,BFB HEALTH从区域龙头 逐步成长为全国性远程医疗服务平台。 此外,BFB HEALTH率先实现了远程医疗服务的规模化、规范化运营,其构建的"线上诊疗+健康管理+产品服务"闭环模式,契合"互联网+医疗健康"发展路 径。 据悉,BFB HEALTH在二级市场的融资,50%将主要用于大健康产业的AI化升级以及新药研发,50%将用于产品迭代、品牌建设以及智能化生产线升级等。 (古雨) 当日,BFB HEALTH集团更名仪式在安徽亳州举行。更名后的BFB HEALTH将成为"中国远程医疗健康管理第一股"。截至当日收盘,其股价为0.99港元,总 市值超12亿港元。 据了解,BFB HEALTH在二级市场的融资,50%将主要用于大健康产业的AI化升级以及新药研发,50%将用于产品迭代、品牌建设以及 ...
马斯克在达沃斯预测:AI将在5年内超越全人类集体智慧,机器人数量将超过人类
Huan Qiu Wang· 2026-01-23 03:07
【环球网报道 记者 李飒】据欧洲新闻网、美国《商业内幕》网站等外媒报道,美国企业家马斯克22日在瑞士达沃斯举行的世界经济论坛上预测,到2026年 底前,人工智能(AI)将变得比任何人类个体更聪明,并将在5年内超越全人类的集体智慧。 这并非马斯克首次对AI发展做出预测。马斯克曾于2024年在社交媒体上表示,到明(2025)年年底或者2026年,新的人工智能模型可能将超越人类的智 力,"比最聪明的人还聪明"。 "我不知道未来10年会发生什么,但从当前AI的发展速度来看,我认为今(2026)年年底,就可能出现比任何人类都更聪明的AI,最晚不会迟于明年,"马斯 克称,"然后大概到2030或2031年——也就是距离现在5年时间——AI将比全人类的集体智慧都更聪明。" 此外,马斯克认为AI与机器人技术将引发前所未有的经济爆炸式增长。"我们实际上将制造足够多的机器人和AI,足以完全满足人类的需求。"他还称,"我 预测未来机器人的数量将超过人类。" ...
真我Neo8正式发布,首发165Hz三星苍穹屏与多项创新功能
Huan Qiu Wang· 2026-01-23 02:55
Core Viewpoint - Realme has launched its new gaming flagship smartphone, the Realme Neo8, which aims to provide an upgraded gaming experience for young users and targets a total sales volume of over 300 million units by 2025 [1][3]. Performance - The Realme Neo8 is powered by the fifth-generation Snapdragon 8 flagship chip, utilizing TSMC's 3nm process and the third-generation Oryon architecture, achieving an AnTuTu score exceeding 3.58 million [3]. - It features a unique geek performance panel that allows users to customize CPU and GPU frequencies and temperature control across five levels for different gaming scenarios [3]. Display - The device introduces the world's first 165Hz Samsung Aegis display, which enhances luminous efficiency by 26% and reduces power consumption by 16% compared to industry-standard 144Hz screens [3]. - The display supports a peak brightness of 1000 nits manually, 1800 nits globally, and 6500 nits locally, ensuring clear color display even under direct sunlight [3]. Innovation - The Neo8 features a PC handheld mode that allows seamless integration with Steam accounts, enabling smooth operation of over 50 popular PC games [3]. - It includes a 50MP periscope telephoto camera capable of 3.5x optical zoom, 7x lossless zoom, and 120x ultra-clear zoom, along with AI text enhancement and automatic correction features [3]. Battery and Protection - The smartphone is equipped with an 8000mAh Titan battery, supporting 80W super flash charging, and retains over 80% capacity after five years of use [5]. - It has received triple waterproof certification (IP66, IP68, IP69), allowing it to function for 72 hours in 2-meter deep water [5]. Additional Products and Services - Alongside the Neo8, Realme also launched the Buds Air8 earbuds, featuring dual drivers, deep-sea level noise cancellation, and AI real-time translation capabilities [5]. - Starting April 2026, Realme phones will be integrated into the OPPO after-sales service system, providing users with high-quality repair services at OPPO outlets [5].