人民财讯1月22日电，东方精工（002611）1月22日在互动平台表示，公司未投资天津航创新能源。公司 持有天津航创致金投资合伙企业(有限合伙)95.24%的份额。 ...

Group 1 - The Ministry of Industry and Information Technology (MIIT) will continue to promote innovation and iterative upgrades in humanoid robot technology, aiming to drive the development of the broader computing intelligence industry [1] - The MIIT plans to enhance support for humanoid robots through the National Artificial Intelligence Industry Investment Fund and establish an open-source community for humanoid robots [1] - The humanoid robot industry is expected to open up a market space broader than that of automobiles, presenting significant investment opportunities as the industry transitions from "0 to 1" [1] Group 2 - The humanoid robot industry is accelerating, with advancements announced at CES, including NVIDIA's new models and platforms aimed at enhancing robot learning and training processes [2] - Major companies, both domestic and international, are expected to achieve breakthroughs in perception, decision-making, and execution, seizing first-mover advantages in the humanoid robot sector [2] - The industry is poised to transition from laboratory experiments to large-scale commercial applications, marking a new phase in humanoid robotics [2]

（原标题：今年前20天 韩国出口半导体总金额暴增超70%！） 芯片传来重磅信号。 据最新数据，今年前20天，号称全球经济"金丝雀"的韩国出口半导体总金额达107.3亿美元（约合人民 币747亿元），同比大幅增长超70%。这预示着，在AI（人工智能）浪潮下，全球半导体需求仍非常强 劲。受此影响，存储芯片巨头三星电子股价直线拉升，21日盘中一度大涨超3%。 昨晚，芯片股普遍上涨，费城半导体指数涨3.18%，刷新历史新高，英特尔涨超11%，超威半导体涨逾 7%，美光科技涨超6%，ARM涨逾6%，微芯科技涨超4%，博通跌逾1%。 在此之前，美股存储芯片概念股周二也全线飙涨，闪迪一度暴涨超10%。有机构分析指出，本轮存储芯 片涨价并非短期市场情绪驱动，而是由"先进制程产能受限"与"AI服务器需求刚性增长"双重因素共同作 用，其持续性明显强于历史周期。 暴增超70% 当地时间1月21日，韩国海关部门披露的数据显示，2026年1月1日至20日期间，韩国出口额达到363.6亿 美元，同比增长14.95%；韩国进口额为369.8亿美元，同比增长4.2%，贸易逆差约为6亿美元。 从产品类别看，本月前20天，韩国半导体出口额达10 ...

中泰证券（600918）认为，1)电影大盘恢复增长，2025年11—12月高质量引进片集中上映推动全年票房 持续增长。2)单银幕收入探底回调，市场结构从用户、场景、价值链等多维度显现拓展空间。单银幕收 入从2012年以来呈波动下降趋势，疫情中探底，并开始恢复。此外，观影年龄持续提升，30岁以上观众 在2024年首次突破50%，用户整体消费能力增强；三线及以下城市票房占比突破40%，开拓了收入空 间；影院非票经济得到空前重视，IP后链路开发横向延伸，电影商业变现路径持续拓宽。3)电影市场 从"要数量"进入"要口碑"新阶段，中低档内容出清，高质量供给成电影票房核心驱动力。 光大证券认为，展望2026年，电影市场将从"单片支撑"走向"多强共振"与结构性修复，虽然2026年一季 度面临2025年同期《哪吒2》造成的高基数压力，但从全年来看，随着头部国产片类型多元化、进口片 供给恢复，电影市场有望回归常态化修复，呈现温和增长的态势。关注2026年影片定档进展，重点关注 春节档影片表现。 国家电影局1月21日发布信息，据不完全统计，2025年中国电影（600977）全产业链产值达到8172.59亿 元、票房拉动系数约为1 ...

杰夫·贝佐斯旗下的蓝色起源公司（Blue Origin）宣布推出名为TeraWave的卫星互联网服务，该服务主 要面向企业、数据中心和政府客户。 蓝色起源计划部署5408颗卫星，预计于2027年第四季度开始部署。TeraWave将与SpaceX的Starlink和亚 马逊的Leo（原Project Kuiper）等现有服务竞争。 该网络将提供高达每秒6太比特的数据速度，亚马逊的Leo服务已部署180颗卫星，目标是建立一个包含 3236颗近地卫星的星座，为企业、政府和消费者提供服务，并已于去年11月向特定用户开放"企业预 览"。 （文章来源：证券时报网） ...

Core Viewpoint - The CEO of Ripple, Brad Garlinghouse, predicts that the cryptocurrency market is expected to reach an all-time high this year, indicating significant growth potential that is not yet reflected in current market prices [1] Group 1: Market Potential - Garlinghouse believes that the interest of large financial institutions in cryptocurrencies has not been fully reflected in current market prices, suggesting a substantial growth opportunity [1] - He anticipates that cryptocurrencies will maintain a very positive growth momentum over the next 5 to 10 years [1] Group 2: Regulatory Changes - Regulatory changes, such as the GENIUS Act, are said to "release a lot of activity" in the industry, establishing safeguards like full reserves and monthly audits, which will aid in the large-scale development of stablecoins [1] - Ripple's victory in a four-year lawsuit against the U.S. Securities and Exchange Commission is viewed by Garlinghouse as a key legal win for the company [1]

Core Viewpoint - Lehman Optoelectronics has launched its Micro LED home giant wall products, aiming to make high-end visual experiences accessible to ordinary households by significantly reducing prices compared to similar products in the market [1][5]. Group 1: Product Launch - The company introduced two new models, the LV135Max (135 inches) priced at 199,999 yuan and the LV163Max (163 inches) priced at 239,999 yuan, breaking the price barrier of over 500,000 yuan for similar products [1]. - The new products utilize proprietary Micro-LED display technology and PSE energy-saving cold screen technology, allowing for seamless display sizes of 135 inches and 163 inches with pixel pitches of 0.9 mm and 0.7 mm, respectively [3]. Group 2: Technological Advancements - The products address key technical challenges such as 4K/8K clarity, seamless module splicing, low-temperature cold screens, energy management, and visual comfort, transforming the display into a unified immersive visual experience [3]. Group 3: Lifestyle Applications - The new models feature unique virtual reality capabilities with built-in virtual window scenes, allowing users to experience seasonal changes and global scenery from home, while also serving multiple functions such as movie wall, entertainment wall, atmosphere wall, art wall, scenery wall, background wall, and interactive wall [4]. Group 4: Market Outlook and Sustainability - The first batch of the 135-inch and 163-inch models is available for pre-order, with supply starting at the end of March [5]. - The products demonstrate a 40% reduction in energy consumption compared to traditional projection systems, using power equivalent to that of a one-horsepower air conditioner, and are made from environmentally recyclable materials [5]. - The company has established strategic partnerships with several interior design firms and audio-visual integrators to offer integrated home visual solutions, aiming to transition from high-end markets to mainstream households [5].

（原标题：中信证券：医保新政出台 医疗器械迎来行业性投资机遇） 人民财讯1月22日电，中信证券研报称，国家医保局发布新政，制定手术机器人与外科手术耗材相关服务价格立项指南，手术机器人在国内的推广 和普及速度有望加快。同时国家医保局表示立项指南未来将持续扩容，利好整体创新医疗器械产品。中信证券强烈建议投资者重视医疗产业链投 资机遇，综合梳理两条投资主线：一、重点关注手术机器人行业及上下游产业链（含腔镜机器人、骨科机器人、神经外科机器人）；二、推荐关 注微创外科、骨科、消化内科、心血管科、神经内科等高值耗材行业。 ...

苹果计划在6月的全球开发者大会上发布代号为"Campos"的全新AI聊天机器人，并于9月正式推出， 出于隐私考虑，苹果正在考虑大幅限制AI记住用户历史互动信息的功能。新版聊天机器人将采用苹果 设计的用户界面，但依赖谷歌Gemini团队开发的定制AI模型（内部称为Apple Foundation Models version 11），并托管在谷歌TPU芯片的服务器上。苹果每年向谷歌支付约10亿美元以获得这些模型的使用权。 苹果在设计上使其底层模型可随时间更换，从而保留未来选择其他AI模型的灵活性。 它将取代现有Siri界面，具备类似ChatGPT或谷歌Gemini的对话式交互能力，支持网络搜索、内容创 建、图像生成、信息总结和文件分析。 该AI将作为iOS 27、iPadOS 27和macOS 27的主要新功能，并深度集成到整个操作系统和苹果所有核心 应用中（如邮件、音乐、照片、Xcode等）。可调用个人数据完成任务，更轻松地定位特定文件、歌 曲、日历事件和短信。新AI聊天机器人可能会淘汰现有的Spotlight功能。 ...

Group 1 - The company Longqi Technology (603341) announced the results of its global offering, issuing a total of 52.2591 million H-shares [1] - The global offering raised approximately HKD 1.52 billion, with the share price set at HKD 31.00 per share [1] - The offering was heavily oversubscribed, with the Hong Kong public offering receiving 1,149.76 times subscription and the international offering receiving 9.02 times subscription [1] Group 2 - The Hong Kong public offering accounted for 10% of the total shares, while the international offering made up 90% [1] - The H-shares are expected to commence trading on the Hong Kong Stock Exchange on January 22, 2026, at 9:00 AM [1]