（原标题：韩军无人机入侵朝鲜领空） 据新华社援引朝中社10日报道，朝鲜人民军总参谋部发言人9日发表声明说，继2024年10月制造平壤上 空无人机入侵事件后，韩国在新年伊始放飞无人机入侵朝鲜领空，再次进行严重挑衅。 来源：新华社 ...

美东时间1月9日周五收盘，美国股市集体收涨，道指、标普500指数创收盘新高，热门科技股普涨，中概股涨跌不一。 受美联储降息预期以及加剧避险需求的地缘政治紧张局势提振，本周国际贵金属期货普遍收涨。 来看具体市场情况—— 美国三大股指全线收涨 芯片股大涨 昨夜今晨，美股三大股指全线收涨。截至收盘，道琼斯工业平均指数涨0.48%，报49504.07点；标普500指数涨0.65%，报6966.28点；纳斯达克综合指数涨 0.81%，报23671.35点。 【导读】美股集体收涨，芯片股普涨，中概股涨跌不一；交易员预计1月美联储降息可能性为零 中概股多数下跌，纳斯达克中国金龙指数跌1.3%。热门中概股方面，阿里巴巴、小鹏汽车跌超2%，网易、贝壳跌逾1%，京东集团、理想汽车、中通快递 纷纷下跌。 从周度表现看，三大指数集体上涨。其中，纳指累涨1.88%，道指累涨2.32%，标普500指数累涨1.57%。 板块方面，昨夜今晨美股大型科技股多数上涨，万得美国科技七巨头指数涨0.48%。 个股方面，特斯拉涨超2%，Meta涨逾1%，谷歌、亚马逊、微软、苹果微涨。 谷歌股价创历史新高，市值一度突破4万亿美元。 苹果结束日线7连跌。 ...

Market Performance - US stock markets closed higher, with the Dow Jones and S&P 500 reaching record closing highs, while major tech stocks saw broad gains [1][3] - The three major US indices all rose, with the Dow Jones increasing by 0.48% to 49,504.07 points, the S&P 500 up 0.65% to 6,966.28 points, and the Nasdaq Composite rising 0.81% to 23,671.35 points [3] - Weekly performance showed all three indices increased, with the Nasdaq up 1.88%, the Dow up 2.32%, and the S&P 500 up 1.57% [4] Sector Performance - Major tech stocks mostly rose, with the US Tech Seven Index increasing by 0.48% [5] - Notable individual stock performances included Tesla rising over 2%, Meta increasing by more than 1%, and slight gains for Google, Amazon, Microsoft, and Apple [6] Chip Sector Insights - The chip sector experienced significant gains, driven by increased demand for AI computing data centers, leading to rising prices for memory chips and components [11] - Intel rose over 10%, SanDisk increased nearly 13%, and other companies like Lam Research, Applied Materials, and ASML saw gains exceeding 6% [11] - SanDisk's stock price was reported at $377.41, with a year-to-date increase of 58.99%, while Intel's stock was at $45.53, up 23.37% year-to-date [12] Chinese Stocks Performance - Chinese stocks showed mixed results, with the Nasdaq Golden Dragon China Index declining by 1.3% [12] - Major Chinese stocks such as Alibaba and Xpeng Motors fell over 2%, while Netease and Beike dropped more than 1% [12][13] Economic Indicators - The US non-farm payroll report for December showed an increase of 50,000 jobs, below expectations, with an unemployment rate of 4.4% [15] - The labor market appears balanced rather than weak, indicating a stable economic condition that may not necessitate significant changes in monetary policy [16] - Traders expect almost zero probability of a Federal Reserve rate cut in January, with the likelihood of maintaining current rates rising to 95% [17]

1月9日晚间，美国劳工统计局（BLS）公布的数据显示，去年12月非农就业人数增加5万人；此前两个月的数据被下修。失业率小幅降至4.4%，在创纪录 的政府长期停摆结束后回落趋稳。 这些数据为美国劳动力市场在去年全年逐步降温的一年画上句号。正因就业市场降温，美联储在2025年末连续三次降息。尽管从招聘强度看，2025年是自 2009年以来最疲弱的年份之一，但雇主整体上也基本避免了大规模裁员。 去年12月数据也显示，劳动力市场在年末仍较脆弱，招聘前景依旧谨慎。经济学家预计，新的一年工作机会仍将有限、薪资涨幅继续降温，可能会加剧选 民对"生活负担能力"的担忧，并在今年中期选举前放大这一议题。 数据显示，去年12月非农就业人数经季节性调整后增加5万人，低于经下修后的11月5.6万人，也不及预期的7.3万人。与此同时，失业率降至4.4%，而市 场原本预计为4.5%。 法国兴业银行美国利率策略主管Subadra Rajappa表示："失业率下降、工资走高，使得美联储在1月按兵不动的理由更充分。" 有分析指出，由于12月失业率降幅大于预期，交易员认为美联储本月降息的可能性几乎为零。 市场认为，是否还会进一步降息，关键取决于未 ...

个股方面，英特尔股价大涨。消息面上，特朗普称刚与英特尔CEO陈立武"进行了一次很棒的会面"。美国政府表示将把约90亿美元联邦补助 转换为对英特尔10%的股权。 另外，失业率小幅降至4.4%，而经济学家此前预测为4.5%。交易员将此解读为经济改善可能会更快到来。 分析师表示："12月就业数据是政府停摆结束后，对劳动力市场的第一次较为'干净'的读数，但由于结果喜忧参半，并没有让劳动力市场的真 实状态更清晰。这一结果应会让美联储暂时按兵不动，不过委员会仍会密切关注劳动力进一步走弱的迹象。" 美股上涨 1月9日晚间，美股三大指数盘中拉升，道指涨超100点，纳指涨约0.5%，标普500指数涨约0.4%。（编者注：截至收盘，道指涨237.96点，涨 幅为0.48%，报49504.07点；纳指涨191.33点，涨幅为0.81%，报23671.35点；标普500指数涨44.82点，涨幅为0.65%，报6966.28点。） 美国12月就业报告显示，上月非农新增就业仅5万人，低于道琼斯调查的经济学家预期的7.3万人。虽然数据略弱于预期，但也说明美国经济仍 在"慢慢往前挪"，投资者预期后续经济增速有望回升。 存储芯片大涨，科技股普 ...

（原标题：信托首家，业绩来了！） 【导读】陕国投披露业绩快报 中国基金报记者 江右 信托行业2025年首家业绩披露，A股上市的陕国投A率先发布。 陕国投业绩快报显示，2025年营业收入为29.28亿元，同比增长0.03%，略微保持了正增长；归母净利润 为14.39亿元，同比增长5.7%。 为实体经济让利，营收仅微增长 1月9日晚间，陕国投率先发布2025年业绩快报。2025年营业收入为29.28亿元，同比增长0.03%；归母净 利润为14.39亿元，同比增长5.7%。2025年的加权平均净资产收益率为7.82%，相比2024年增加0.05个百 分点。 相比而言，2025年前三季度，陕国投的营业收入为21.61亿元，同比增长7.18%。这意味着，陕国投2025 年四季度营收同比有所下降。 对于2025年的业绩表现，陕国投表示，公司积极落实为实体经济让利的相关政策，主动降低融资成本， 营业收入总体保持平稳；净利润增长的主要原因是固有业务投资成效进一步显现，风险防控成效良好， 整体运行平稳。 陕国投表示，2025年末，公司总资产达297.5亿元，较期初增长16.89%；归属于上市公司股东的净资产 为191.66亿元 ...

Core Viewpoint - Shaanxi Guotou (陕国投) has released its performance report for 2025, showing slight growth in revenue and a more significant increase in net profit, indicating a stable operational performance while implementing policies to benefit the real economy [1][2][4]. Financial Performance - The total operating revenue for 2025 is 2.928 billion yuan, reflecting a year-on-year growth of 0.03% [2][3]. - The net profit attributable to shareholders is 1.439 billion yuan, with a year-on-year increase of 5.7% [2][3]. - The weighted average return on net assets for 2025 is 7.82%, up by 0.05 percentage points from 2024 [2][3]. Revenue and Profit Breakdown - Operating profit for 2025 is 1.919 billion yuan, showing a growth of 4.53% compared to 2024 [3]. - Total profit for 2025 is 1.917 billion yuan, which is a 4.98% increase from the previous year [3]. - Basic earnings per share for 2025 is 0.2813 yuan, up by 5.71% from 2024 [3]. Asset and Equity Growth - By the end of 2025, total assets reached 29.75 billion yuan, an increase of 16.89% from the beginning of the year [4]. - The net assets attributable to shareholders are 19.166 billion yuan, reflecting a growth of 7.15% [4]. - The net asset per share is 3.75 yuan, which is a 7.14% increase from the start of the year [4]. Strategic Initiatives - The company is actively implementing policies to reduce financing costs and benefit the real economy, which has contributed to stable revenue [4]. - Shaanxi Guotou is planning a private placement to raise up to 3.8 billion yuan to strengthen its capital base, which has been approved by relevant authorities [5][6]. - The raised funds will be used entirely to supplement the company's capital, enhancing its risk resilience and competitive strength [6].

Market Performance - US stock markets saw significant gains, with the Dow Jones rising over 100 points, the Nasdaq increasing by approximately 0.5%, and the S&P 500 up by about 0.4% [2] - The December employment report indicated only 50,000 non-farm jobs added, below the Dow Jones estimate of 73,000, suggesting a slow but ongoing economic recovery [3] - The unemployment rate slightly decreased to 4.4%, compared to the expected 4.5%, leading traders to interpret this as a sign of potential economic improvement [3] Technology Sector - Technology stocks experienced a broad increase, particularly in storage chips, with notable gains in companies like Sandisk (+7.53%), Intel (+6.82%), and ASML (+5.09%) [4][5] - Intel's stock surged following a positive meeting between former President Trump and Intel's CEO, with the US government converting approximately $9 billion in federal subsidies into a 10% equity stake in Intel [3] Commodities - Precious metals saw a significant rise, with spot silver surpassing $80 per ounce, marking a 4% increase in a single day [5] - Oil prices also surged due to unrest in Iran, which is affecting the country's oil production of over 3 million barrels per day, as indicated by increased premiums on call options in the oil futures market [7] Chinese Market - Chinese assets faced a downturn, with the Chinese concept stock index dropping about 1.6% and Alibaba's stock falling by 3% amid an investigation into the competitive practices of food delivery platforms [6]

Core Viewpoint - Shaanxi Guotou (陕国投) has released its performance report for 2025, showing slight growth in revenue and a more significant increase in net profit, reflecting the company's efforts to support the real economy while maintaining stable operations [2][4]. Financial Performance - The total operating revenue for 2025 is 2.928 billion yuan, a year-on-year increase of 0.03% [3]. - The net profit attributable to shareholders is 1.439 billion yuan, representing a year-on-year growth of 5.7% [3]. - The weighted average return on net assets for 2025 is 7.82%, an increase of 0.05 percentage points compared to 2024 [3]. Asset and Equity Growth - As of December 31, 2025, the total assets of the company reached 29.75 billion yuan, an increase of 16.89% from the beginning of the year [4]. - The net assets attributable to shareholders increased to 19.166 billion yuan, up 7.15% from the beginning of the year [4]. - The net asset per share is 3.75 yuan, reflecting a growth of 7.14% [4]. Capital Raising Plans - The company plans to raise up to 3.8 billion yuan through a private placement to strengthen its capital base [5]. - The fundraising plan has been approved by the company's board and shareholders, and is pending approval from the Shenzhen Stock Exchange and the China Securities Regulatory Commission [5]. - The raised funds will be used entirely to supplement the company's capital, enhancing its risk resistance and competitive strength [5]. Comparison with Industry Peers - As of the end of 2024, Shaanxi Guotou ranks between 10th and 15th in terms of net assets and management scale among publicly listed trust companies in China [5]. - The net capital as of September 2025 is 13.771 billion yuan, and the planned fundraising will significantly enhance the company's capital strength [6].

Group 1 - The State Council, led by Premier Li Qiang, has implemented a package of fiscal and financial policies to stimulate domestic demand, emphasizing the importance of coordinating fiscal and financial policies to enhance policy effectiveness and encourage social capital participation in consumption and investment [1] - The policies aim to promote resident consumption by optimizing loan interest subsidy policies for service industry operators and personal consumption loans, thereby increasing the supply of quality services and enhancing consumer capacity [1] - Support for private investment includes implementing interest subsidy policies for loans to small and micro enterprises, establishing special guarantee plans for private investment, and optimizing fiscal interest subsidies for equipment upgrades, which will lower financing thresholds and costs for enterprises [1] Group 2 - The meeting discussed the provision of basic public services by the place of residence, which is expected to promote the equalization of basic public services and support a people-centered new urbanization [2] - Key issues addressed include improving education policies for children of migrant workers, expanding public rental housing, enhancing social insurance participation for workers, and strengthening basic medical security and employment services for residents [2] - The revision of the Natural Protection Zone Regulations aims to provide legal support for high-quality construction of nature reserves, ensuring ecological protection while enhancing public service functions through a collaborative governance mechanism [2]