1月7日，A股市场主要指数整体上涨。 截至收盘，上证指数收报4085.77点，上涨0.05%，深证成指收报14030.56点，上涨0.06%，创业板指收报3329.69点，上涨0.31%，北证50指数上涨0.22%， A股市场合计成交约2.88万亿元，已连续两个交易日超过2.8万亿元。 1.A股市场全天主力资金净流出471.98亿元 今日A股市场主力资金开盘净流出191.26亿元，尾盘净流入8.31亿元，A股市场全天主力资金净流出471.98亿元。 | | | 沪深两市近五日主力资金流向情况(亿元) | | | | --- | --- | --- | --- | --- | | 日期 | | | 净流入金额 开盘净流入 尾盘净流入 超大单净买入 | | | 2026-1-7 | -471.98 | -191. 26 | 8. 31 | -213.68 | | 2026-1-6 | -176. 68 | -147.71 | 18. 05 | 33. 67 | | 2026-1-5 | -62.98 | -54. 18 | 17. 34 | 90. 80 | | 2025-12-31 | -270. 79 | - ...

Core Viewpoint - The new CEO of Berkshire Hathaway, Greg Abel, will receive an annual cash salary of $25 million, significantly higher than Warren Buffett's long-standing salary of $100,000, raising questions about executive compensation in the company [1][5]. Group 1: Executive Compensation - Greg Abel's new salary of $25 million represents a 19% increase from his previous salary of $21 million for 2024 [5]. - Warren Buffett's 2024 salary was $100,000, with an additional $305,000 in "other compensation," while he holds approximately 206,400 shares of Berkshire, valued at around $150 billion [5]. - Abel currently holds 228 shares of Class A and 2,263 shares of Class B stock, with a total market value of about $150 million [5]. Group 2: Comparison with Industry Peers - In comparison to other CEOs of large U.S. companies, the highest-paid CEO is Rick Smith of Axon, with total compensation of $164.5 million, followed by Jim Anderson of Coherent at $101.5 million [6]. - Other notable high earners include Starbucks CEO Brian Niccol at $95.8 million and GE Aerospace CEO Larry Culp at $87.4 million [6]. - Apple's CEO Tim Cook earned $74.6 million, slightly less than Microsoft's CEO Satya Nadella at $79.1 million [6]. Group 3: Investment Challenges - As Buffett's chosen successor, Abel faces the challenge of effectively investing Berkshire's substantial cash reserves, which amount to $382 billion [7]. - Alex Morris, an investment researcher, suggests that Abel could consider stock buybacks, acquisitions, or special dividends, but notes that Buffett's past strategies have not yielded significant results [8]. - Morris emphasizes that finding a solution for cash allocation will be more challenging for Abel than it was for Buffett, who had greater leeway from Wall Street and shareholders [8].

开年以来，多地发布楼市新政。 1月7日，沈阳优化5项住房公积金贷款政策，包括延长最低首付款比例15%的政策适用期限，提高"商转 公"贷款比例限额，放宽新市民、青年人贷款政策等。 沈阳住房公积金管理中心有关负责人表示，这次政策调整进一步释放住房公积金低息贷款政策红利，降 低了购房资金压力，同时也能更好地支持合理住房消费，促进房地产市场平稳健康发展。 1月6日，河南发布《推动2026年第一季度经济发展实现良好开局若干政策措施》，其中提出，积极支持 住房消费。支持各地因地制宜发放购房补贴、契税补贴，组织住房促销活动200场（次）以上，支持各 地加快发行地方政府专项债券收购存量商品房用作保障性住房，加快推进郑州、洛阳市127个专项借款 城中村改造项目建设。 沈阳优化5项公积金贷款政策 对于提高"商转公"贷款比例限额的政策利好，沈阳住房公积金管理中心个人贷款部副部长史鑫在发布会 上回答记者提问时表示，"商转公"贷款可以节省还贷利息，是减轻商贷还款负担的有效途径。将"商转 公"贷款的比例限额从房屋价格的60%提高至80%，理论上可增加房屋价格20%的公积金贷款额度。 史鑫举了个例子：一套100万元的住房、剩余商贷本金80 ...

Group 1 - The core viewpoint of the news is the implementation of the "Artificial Intelligence + Manufacturing" initiative by eight departments, aiming to enhance AI technology in the manufacturing sector by 2027 [1] - By 2027, China aims to achieve secure and reliable supply of key AI technologies, maintaining a leading position in industry scale and empowerment levels [1] - The initiative plans to promote the deep application of 3-5 general large models in manufacturing, create 100 high-quality industrial data sets, and establish 500 typical application scenarios [1] Group 2 - The initiative supports breakthroughs in key core technologies such as high-end training chips and edge inference chips to strengthen AI computing power supply [2] - It emphasizes the development of intelligent chip hardware and software, and the establishment of a national integrated computing network monitoring and scheduling platform [2] - The plan includes the promotion of AI cloud services and the deployment of industrial cloud computing capabilities [2] Group 3 - The initiative encourages the development of high-performance algorithm models tailored for the manufacturing industry's real-time, reliability, and safety requirements [3] - It aims to foster a "cloud-edge-end" model system and enhance the generalization capabilities of industry-specific large models [3] - The establishment of a public service platform for models and supporting tools is also part of the plan [3] Group 4 - The initiative promotes the integration of AI technology into the research, manufacturing, and operation of major technical equipment such as large aircraft and ships [4] - It aims to accelerate the development of intelligent medical equipment and autonomous driving features in smart connected vehicles [4] - The focus is on enhancing the capabilities of industrial robots and developing new-generation AI numerical control systems [4] Group 5 - The initiative focuses on key scenarios such as industrial inspection and remote medical care, accelerating the commercialization of new terminals like AR/VR wearable devices and brain-computer interfaces [5] - It supports breakthroughs in edge models and application toolchains for smart devices [5] - The plan includes the establishment of humanoid robot pilot bases and training grounds to promote innovation in embodied intelligent products [5]

Core Insights - Multiple cities have introduced new housing market policies at the beginning of the year to stimulate housing consumption and support the real estate market's stable development [1][2][5] Group 1: Shenyang Housing Fund Policy Adjustments - Shenyang has optimized five housing provident fund loan policies, effective from January 2026, to better support rigid and improved housing demand [2] - The minimum down payment ratio policy has been extended until December 31, 2026, allowing for a 15% down payment [2] - The limit for converting commercial loans to public loans has been increased from 60% to 80% of the housing price, theoretically increasing the public fund loan amount by 20% [3] - The loan limit for new citizens and young people has been raised to 1.3 times the previous amount, now applicable to both new and second-hand residential properties [4] Group 2: Henan Province Housing Support Measures - Henan Province has introduced policies to support housing consumption, including the issuance of housing purchase subsidies and deed tax subsidies [5][6] - The province plans to organize over 200 housing promotion activities and accelerate the issuance of local government bonds to acquire existing properties for affordable housing [6] - A series of consumption promotion activities are planned, including the distribution of 200 million yuan in provincial consumption vouchers to stimulate spending in key sectors [6]

Group 1 - The core viewpoint of the news is the implementation of the "Artificial Intelligence + Manufacturing" special action plan by eight departments, aiming for significant advancements in AI technology and its application in the manufacturing sector by 2027 [1] - By 2027, China aims to achieve a secure and reliable supply of key AI core technologies, maintaining a leading position in industry scale and empowerment levels globally [1] - The plan includes the deep application of 3-5 general large models in manufacturing, the creation of 100 high-quality industrial data sets, and the promotion of 500 typical application scenarios [1] Group 2 - The initiative supports breakthroughs in high-end training chips, edge inference chips, and other key core technologies to enhance AI computing power supply [2] - It emphasizes the development of intelligent chip hardware and software, and the establishment of a national integrated computing network monitoring and scheduling platform [2] - The plan aims to improve the supply capacity of intelligent computing resources through the deployment of edge computing servers and industrial cloud computing [2] Group 3 - The focus is on promoting lightweight model deployment and accelerating the application of AI in industrial scenarios [3] - It supports the innovation of model training and inference methods, developing high-performance algorithm models tailored to the real-time, reliability, and safety characteristics of the manufacturing industry [3] - The initiative encourages the integration of AI technology into major equipment manufacturing, such as large aircraft and ships, and the development of intelligent low-altitude equipment like drones [3] Group 4 - The plan aims to accelerate the industrialization and commercialization of new terminals such as AR/VR wearable devices and brain-computer interfaces, focusing on key scenarios like industrial inspection and remote medical care [3] - It supports breakthroughs in edge models and application toolchains, fostering the development of AI terminals like smartphones, computers, and smart home devices [3] - The initiative promotes the innovation of embodied intelligent products and the establishment of humanoid robot pilot bases and training grounds [3]

据企查查，许家印新增一则被执行人信息，执行标的4700万元人民币，执行法院为北京金融法院。目 前，许家印被执行总金额超30亿元，关联多起限制消费案件。 END 潜望系列深度报道丨股事会专栏丨投资小红书丨e公司调查丨时报会客厅丨 资料显示，中国恒大于2009年11月登陆香港市场。2023年9月，许家印因涉嫌违法犯罪，被依法采取强 制措施。2024年5月，证监会依法对恒大地产债券欺诈发行及信息披露违法案作出行政处罚决定。 2025年8月，中国恒大退市也最终"尘埃落定"。2025年8月20日，港交所就曾公告，由2025年8月25日上 午9时起，中国恒大的上市地位将根据《上市规则》第6.01A(1)条予以取消。对于中国恒大退市的安 排，中国恒大坦言，该公司无意就上市委员会作出取消上市地位的决定申请复核。 校对：许欣 此外，北京金融法院另对恒大地产集团有限公司强制执行，执行标的约41.75亿元人民币。 ...

据该公司年报显示，上述股东中汪立群为毛戈平的配偶，毛霓萍和毛慧萍为毛戈平的姐姐，汪立华为汪 立群的弟弟。宋虹佺是毛戈平公司的核心高管，担任执行董事、公司总裁、同时兼任MAOGEPING品牌 事业部总经理。 上市以来股价倍增后，毛戈平创始人家族拟集体减持公司股份。 1月6日晚，毛戈平化妆品股份有限公司(简称"毛戈平")公告，控股股东及执行董事毛戈平、汪立群、执 行董事毛霓萍、毛慧萍、汪立华及宋虹佺基于自身财务需求，拟在减持预披露公告发布之日起6个月 内，主要通过大宗交易方式合计减持其所持有的公司H股股份数量不超过1720万股，即不超过公司已发 行股份总数的3.51%。 以1月6日毛戈平港股收盘价每股82港元计算，上述股东拟套现14.1亿港元。 值得注意的是，减持公告发布后，毛戈平股价不跌反涨，盘中最大涨幅超8%，截至1月7日收盘，毛戈 平股价报87.95港元，较昨日收盘价上涨7.26%，市值为431亿港元。 资料显示，毛戈平公司由化妆师毛戈平于2000年创立，2024年12月10日在香港上市，被称为港股"国货 高端美妆第一股"，主要业务包括化妆品业务、化妆艺术培训、产品设计及开发等。 截至2025年6月底，毛戈 ...

日前，市场监管总局与国家网信办联合发布《网络交易平台规则监督管理办法》（下称《平台规则监管 办法》）与《直播电商监督管理办法》，剑指"仅退款""全网最低价"乱象及直播电商假冒伪劣、虚假营 销等突出问题。 新规纠偏"仅退款""全网最低价"乱象 网络交易平台规则是治理平台内交易秩序的核心载体，关乎各方主体切身权益。2025年以来，"仅退 款""全网最低价"等平台规则中存在的制定随意、规则滥用、执行不透明问题得到了初步纠治。为进一 步明确平台企业在平台规则方面的责任义务，《平台规则监管办法》应运而生。 市场监管总局网监司司长朱剑桥介绍，《平台规则监管办法》坚持问题导向，从四方面强化平台企业责 任约束： 一是聚焦程序公开，增强治理透明度。明确平台规则制定、修改的公示、征求意见、过渡期设置等要 求，保障商家、消费者的参与权与知情权。 二是聚焦执行公正，提升治理公平性。延伸监管至规则执行环节，明确申诉保障、纠纷解决、人员培训 等要求，防范规则滥用。 三是聚焦突出问题，保障各方权益。禁止平台以规则不合理限制商家自主经营、收取不合理费用、违 规"罚款"、减损会员权益等行为。 四是聚焦社会共治，建立平台规则监督机制。平台规则量 ...

| 1月7日涨停封单资金居前的个股 | | --- | | 代码 | 名称 | 涨停封单额 | 涨停板 | 涨停原因 | | --- | --- | --- | --- | --- | | | | (亿元) | 情況 | | | 002195 | 岩山科技 | 19.46 | 3连板 | 脑机接口+Yan大模型+2345导航 | | 002931 | 锋龙股份 | 15.49 | 9连板 | 优必选拟入主+机器人+复牌 | | 600783 鲁信创投 | | 10.76 | 9日7板 | 蓝箭航天IPO+人工智能基金+山东国资 | | 002173 | 创新医疗 | 10.29 | 3连板 | 脑机接口+民营医院+高压氧舱 | | 600775 南京熊猫 | | 5.80 | 3连板 | 脑机接口+卫星通信+智能制造+央企 | | 002774 | 快意电梯 | 4.22 | 3连板 | 一带一路+旧梯更新+电梯制造 | | 000620 | 盈新发展 | 3.91 | 2连板 | 拟收购半导体+存储芯片+文旅地产 | | 600435 | 北方导航 | 3.44 | 2连板 | 卫星通信+军工制导+央企 | ...