小米汽车2026年目标定了。 今日（1月4日）早间，小米创始人、董事长兼CEO雷军在社交平台发文称，"小米汽车，去年交付目标 30万辆，后来提升到35万辆，最终全年交付超过了41万辆。昨晚直播，我公布了2026年交付目标：55万 辆。希望今年也能超额完成。感谢车主朋友们支持！" 谈到2026年的计划，雷军表示，小米将聚焦三个方面。一是坚持技术立业，过去五年小米在技术研发上 差不多投了1050亿元，未来五年至少会投2000亿元。二是加大对大模型的投入，用AI全面赋能。三是 坚持为用户打造"人车家全生态"的体验，把产品做到极致。 就在前一日晚间，雷军举办了新年第一场直播，该直播以工程师现场拆解全新小米YU7为主要形式展 开，并回应了部分网络谣言。 雷军在直播中称，欢迎更多的博主来拆解小米的汽车。他同时表示，人不可能违背良心，去说一些假的 内容。"特别希望大家能说一些公道话，不要为了流量去故意夸大，故意找茬。"雷军说。 直播中，雷军坦言，过去一段时间扑面而来的质疑，让他们有点懵。其中不少是恶意的抹黑，包 括"7000法务""不让农民卖小米""绿化带战神"等，甚至他自己发健身的微博也会被骂。网络尬黑也给他 造成了很大 ...

委最高法院命令副总统罗德里格斯代行总统职权。 委内瑞拉最高法院3日命令副总统罗德里格斯担任代理总统。 委内瑞拉最高法院裁定，罗德里格斯以代理身份承担并行使总统职位固有的所有职权，以保证国家行政 连续性以及国家的全面防御。 委内瑞拉宪法规定，如果总统"绝对缺席"，权力将移交给执行副总统，并在30天内举行大选。委内瑞拉 最高法院未宣布总统马杜罗"绝对缺席"。 ...

刚刚退休的巴菲特首次接受采访。 巴菲特表示，新任CEO格雷格阿贝尔拥有公司的最终决策权，而伯克希尔公司非常有可能100年后还在运营。但在巴菲特辞任后的第一个交易日，伯克希 尔公司股价下跌1.4%，而公司的前景也因为巴菲特的退休而变得模糊。 巴菲特：伯克希尔再存续百年的概率很高 1月1日，执掌伯克希尔公司长达60年的沃伦巴菲特正式将公司首席执行官一职交予接班人格雷格阿贝尔。在接受美国媒体CNBC采访时，巴菲特对公司接 班人赞不绝口，并对他表示了绝对的支持。 "格雷格将拥有最终决策权。"巴菲特表示，"他一周能办成的事，我花一个月都未必能做到。在美国，我宁愿把自己的钱交给格雷格打理，也胜过任何顶 尖投资顾问和首席执行官。" 2025年5月巴菲特官宣退休后，伯克希尔股价跑输大盘。部分投资者质疑，格雷格阿贝尔能否复刻巴菲特的管理模式，驾驭这家业务庞杂的集团及股票投 资组合，同时维系公司的估值溢价。 而巴菲特对于公司的未来充满了信心。"我认为，放眼全球企业，伯克希尔在百年后依然屹立的概率，比任何一家都要高。"巴菲特说。 目前，伯克希尔手握3820亿美元现金储备，若阿贝尔无法为这笔资金找到高效的投资渠道，投资者或将强烈要求 ...

美国东部时间3日上午11时40分左右（北京时间4日零时40分左右），美国总统特朗普在佛罗里达州海湖庄园举行新闻发布会，披露 更多关于军事打击委内瑞拉、抓走委总统马杜罗的细节。 将组建团队管理委内瑞拉 特朗普说，美国将"管理"委内瑞拉直到"能够进行安全、妥善和明智的过渡"，并称美国不想让其他方面介入。如需要美国将发动第 二波更大规模的袭击，并已做好了发动第二波攻击的准备。 特朗普还说，美国大型石油公司将前往委内瑞拉，"我们将让美国那些规模庞大的石油公司——它们是全球最大的石油企业——投 入数十亿美元，维修严重破败的石油基础设施，并开始为国家创造收益。" 特朗普表示，美国对委内瑞拉的石油禁运仍完全有效。 此外，载有委内瑞拉总统马杜罗及其妻子的飞机当地时间3日傍晚降落在纽约州的斯图尔特空军国民警卫队基地。 稍早时候，特朗普在社交媒体上发布马杜罗戴手铐、双眼被蒙住的照片，称他现在人在美国军舰"硫磺岛"号上。特朗普在发布会上 说，马杜罗夫妇将被送往纽约，面临美国司法审判。美方指控他们对美国"发动致命的毒品恐怖主义活动"。 特朗普说，美国将继续掌管委内瑞拉，直到能够进行一次安全、妥当的权力交接，这种交接必须是审慎的，因为 ...

（原标题：特朗普：美国将"管理"委内瑞拉！美大型石油公司将进入！威胁古巴、哥伦比亚） 特朗普召开发布会，内容涉及抓走马杜罗细节、石油和"管理"委内瑞拉。 特朗普表示，美国对委内瑞拉的石油禁运仍完全有效。 此外，载有委内瑞拉总统马杜罗及其妻子的飞机当地时间3日傍晚降落在纽约州的斯图尔特空军国民警 卫队基地。 稍早时候，特朗普在社交媒体上发布马杜罗戴手铐、双眼被蒙住的照片，称他现在人在美国军舰"硫磺 岛"号上。特朗普在发布会上说，马杜罗夫妇将被送往纽约，面临美国司法审判。美方指控他们对美 国"发动致命的毒品恐怖主义活动"。 美国东部时间3日上午11时40分左右（北京时间4日零时40分左右），美国总统特朗普在佛罗里达州海湖 庄园举行新闻发布会，披露更多关于军事打击委内瑞拉、抓走委总统马杜罗的细节。 特朗普说，美国将"管理"委内瑞拉直到"能够进行安全、妥善和明智的过渡"，并称美国不想让其他方面 介入。如需要美国将发动第二波更大规模的袭击，并已做好了发动第二波攻击的准备。 特朗普还说，美国大型石油公司将前往委内瑞拉，"我们将让美国那些规模庞大的石油公司——它们是 全球最大的石油企业——投入数十亿美元，维修严重破败的石油 ...

Core Insights - The rapid expansion of AI data centers, combined with the "anti-involution" trend, is expected to create new opportunities in the renewable energy sector by 2026 [1] Group 1: Policy and Regulatory Developments - The National Development and Reform Commission and the National Energy Administration aim for renewable energy generation to account for approximately 30% of total power generation by 2030 [2] - By 2035, a new type of power grid platform will be established, enhancing the optimization of power resources and supporting the stable operation of the power system [2] Group 2: Market Growth and Trends - The "14th Five-Year Plan" indicates that non-fossil energy will gradually become the main energy supply, marking a significant transformation in the energy supply structure [3] - The global demand for electricity is expected to expand exponentially due to the booming AI data centers and the acceleration of global electrification [3] Group 3: Investment Opportunities - A report from Citigroup highlights that transformer and large-scale energy storage systems (ESS) may become critical bottleneck assets in supporting the expansion of AI data centers [3] - Various institutions have released strategies for 2026, expressing optimism for the renewable energy sector, particularly in upstream materials like graphite anode materials and lithium hexafluorophosphate [3] Group 4: High-Growth Stocks - A total of 64 stocks in the renewable energy sector are projected to have a net profit growth rate exceeding 20% in both 2026 and 2027 [5] - Among these, 31 stocks have an upside potential of over 20% based on the comparison of their closing prices on December 31, 2025, with the target prices predicted by institutions [5] Group 5: Specific Stock Insights - EVE Energy is expected to have a price increase potential of 52.4%, driven by the launch of a new cylindrical battery project and improvements in profitability through energy storage and solid-state batteries [7] - Igor's stock has a potential increase of 49.58%, benefiting from the scaling of overseas production and new growth opportunities in the data center sector [7] - The rolling P/E ratio for Satellite Chemical is the lowest at 9.71, with ongoing development of immersion liquid cooling solutions for various applications [8][9]

Core Insights - The article highlights that Huace Testing has been the most researched stock with 79 institutions conducting investigations, focusing on its business in the commercial aerospace sector and plans for diversification and expansion in various fields [2][10]. Group 1: Company Overview - Huace Testing's business primarily focuses on performance verification of aerospace materials and reliability testing of core components, catering mainly to private aerospace enterprises [2]. - The company aims to enhance its service capabilities in the aerospace sector and expand into new areas such as drones and flying cars, establishing a comprehensive testing and certification service system [2]. Group 2: Strategic Developments - Huace Testing is strategically positioning itself in emerging sectors like AI, humanoid robots, the silver economy, and low-altitude economy, with a focus on electric vehicle testing, semiconductor testing, and robotics [2]. - The company completed the acquisition of Safety SA in South Africa, Emicert in Greece, Openview, and MIDAC laboratory in France in Q4 2025, integrating these entities into its operations [2]. Group 3: Integration and Management - Post-acquisition, Huace Testing is implementing differentiated management strategies, ensuring smooth integration by leveraging complementary strengths and maintaining operational continuity [3]. - The integration progress is reported to be on track, with a preliminary management control system established and cultural integration proceeding smoothly [3]. Group 4: Market Performance - In the past week, the average stock price of companies under institutional research increased by nearly 1%, with several stocks, including Haoshi Electromechanical, rising over 10% [6]. - Haoshi Electromechanical's stock surged over 36%, attributed to its collaboration in the commercial aerospace sector and ongoing developments in its robotics business [7]. Group 5: Other Companies - Other companies like LiuGong and Xiangyu Medical also reported positive developments, with LiuGong achieving record overseas revenue and Xiangyu Medical exploring invasive and non-invasive brain-machine interface technologies [5]. - Xiangyu Medical is focusing on non-invasive rehabilitation while initiating research in invasive technologies, collaborating with Xi'an Jiaotong University [5]. Group 6: Institutional Research - The list of companies with significant institutional research includes Huace Testing, Aima Technology, and others, with Huace Testing leading with 79 institutions [10]. - LiuGong and other companies also received substantial attention, indicating a trend of increasing institutional interest in various sectors [10].

Group 1 - A total of 36 stocks will be unlocked next week, with a combined market value exceeding 160 billion yuan [1][2] - Among the unlocked stocks, 16 have a market value exceeding 1 billion yuan, with Baili Tianheng, Guolian Minsheng, and Jianshe Industrial exceeding 10 billion yuan [2] - Baili Tianheng has the highest unlock market value at 96.319 billion yuan, with 298.1 million shares being unlocked, accounting for 72.2% of the total share capital [2][5] Group 2 - Guolian Minsheng has an unlock market value of 18.008 billion yuan, with 1.771 billion shares being unlocked, involving 43 shareholders [2][3] - Jianshe Industrial has an unlock market value of 16.895 billion yuan, with 629.9 million shares being unlocked, accounting for 60.98% of the total share capital [3][5] - Six stocks have an unlock ratio exceeding 30%, including Baili Tianheng and Jianshe Industrial [6]

Group 1 - The total dividend distribution of public funds in 2025 approached 250 billion yuan, with a clear pattern emerging throughout the year [1][2] - Bond funds were the main contributors to public fund dividends, accounting for a significant proportion of both total dividend amount and frequency [1][3] - Large-scale dividends were concentrated among a few major ETFs, with notable single dividend amounts from products like Huaxia SSE 50 ETF and others [2][3] Group 2 - The number of dividend distributions was highest among medium- and long-term pure bond funds, while bond funds dominated in total dividend amounts, making up about 70% of the total [3] - The ETF market has rapidly expanded, establishing a foundation for sustained growth in dividend distribution, with ETFs becoming important investment tools [4] - The improvement of the public fund dividend mechanism has increased the importance of dividends in fund operations, enhancing investor experience and product attractiveness [4][5]

特朗普召开发布会，内容涉及抓走马杜罗细节、石油和"管理"委内瑞拉。 美国东部时间3日上午11时40分左右（北京时间4日零时40分左右），美国总统特朗普在佛罗里达州海湖 庄园举行新闻发布会，披露更多关于军事打击委内瑞拉、抓走委总统马杜罗的细节。 特朗普说，美国将"管理"委内瑞拉直到"能够进行安全、妥善和明智的过渡"，并称美国不想让其他方面 介入。如需要美国将发动第二波更大规模的袭击，并已做好了发动第二波攻击的准备。 特朗普还说，美国大型石油公司将前往委内瑞拉，"我们将让美国那些规模庞大的石油公司——它们是 全球最大的石油企业——投入数十亿美元，维修严重破败的石油基础设施，并开始为国家创造收益。" 特朗普表示，美国对委内瑞拉的石油禁运仍完全有效。 此外，载有委内瑞拉总统马杜罗及其妻子的飞机当地时间3日傍晚降落在纽约州的斯图尔特空军国民警 卫队基地。 将组建团队管理委内瑞拉 稍早时候，特朗普在社交媒体上发布马杜罗戴手铐、双眼被蒙住的照片，称他现在人在美国军舰"硫磺 岛"号上。特朗普在发布会上说，马杜罗夫妇将被送往纽约，面临美国司法审判。美方指控他们对美 国"发动致命的毒品恐怖主义活动"。 特朗普说，美国将继续掌管委 ...