【导读】上午A股三大指数集体上涨，商业航天、人形机器人板块大涨，大金融领跌 大家好，今天是周五，基金君和你继续关注市场行情！ 1月9日上午，A股三大股指集体上涨，沪指时隔十年再度站上4100点，半日成交额超2万亿元。 截至午间收盘，沪指报4095.33点，涨0.3%，深证成指涨0.57%，创业板指涨0.1%。 沪深两市半日成交额达2.06万亿元，较上个交易日放量2963亿元。个股跌多涨少，全市场共2343只个股上涨，64只个股涨停，2928只个股下跌。 从板块看，航天军工、人形机器人、有色金属、文化传媒、贵金属等板块涨幅居前；化纤行业、光伏设备等板块下挫，大金融再度走低，银行保险等板块 跌幅居前。 来看具体情况—— 商业航天概念板块持续走强 上午，军工板块持续拉升，商业航天概念板块再度走强。 个股方面，观想科技（301213）涨超13%，上海瀚讯（300762）大涨超12%，航天电子（600879）、中国卫星（600118）、金风科技（002202）、航天智 装（300455）、星图测控、航宇微（300053）、航天宏图、雷电微力（301050）、航天彩虹（002389）、蓝盾光电（300862）等涨幅居前。 ...

MINIMAX-WP创始人兼CEO闫俊杰在上市仪式上表示，一家AI公司的真正价值是提供源源不断的先进智能，并为人所用。 MINIMAX-WP将为智能的进步持续奋斗，也为社会和经济的发展作出更大贡献。 【导读】MINIMAX-WP港股上市一度涨超80%，公开发售部分认购水平超1837倍 1月9日，全球领先的通用人工智能公司MINIMAX-WP（0100.HK）在港股上市，开盘后股价涨幅一度超80%。 1月8日晚间，MINIMAX-WP发布公告称，公司最终发售价为165港元/股，全球发售2919.76万股股份，其中公开发售部分获 1837.17倍认购。 MINIMAX-WP致力于研发具备国际竞争力的通用模型，从成立到上市仅用时4年多，是当前从成立到上市用时最短的AI公司，刷 新港股AI公司的上市纪录。 对于MINIMAX-WP在港股上市，资本市场展现出较大热情，香港公开发售、国际发售的认购水平分别为1837.17倍、36.76倍。 上市发售价顶格发售 香港发售股份认购水平超1837倍 公告显示，MINIMAX-WP的最终发售价为165港元/股，处于此前发售区间（151港元/股至165港元/股）的最高位。 | 全球 ...

Core Viewpoint - In December 2025, the national consumer price index (CPI) increased by 0.8% year-on-year, with urban areas rising by 0.9% and rural areas by 0.6% [1][7]. Group 1: Year-on-Year Price Changes - The CPI for December 2025 showed a year-on-year increase of 0.8%, with food prices rising by 1.1% and non-food prices by 0.8% [1][7]. - Among food items, fresh vegetable prices surged by 18.2%, contributing approximately 0.39 percentage points to the CPI, while pork prices fell by 14.6%, reducing the CPI by about 0.20 percentage points [3][7]. - Other categories showed mixed results, with healthcare prices increasing by 1.8% and transportation costs decreasing by 2.6% [3][7]. Group 2: Month-on-Month Price Changes - In December, the CPI increased by 0.2% month-on-month, with food prices rising by 0.3% and non-food prices by 0.1% [1][5]. - Fresh fruit prices rose by 2.6% month-on-month, contributing approximately 0.05 percentage points to the CPI, while meat prices, including pork, saw a decline [5][7]. - Other categories experienced varied changes, with other goods and services prices increasing by 2.8% and housing costs decreasing by 0.1% [5][7]. Group 3: Annual Overview - For the entire year of 2025, the national consumer price index remained unchanged compared to the previous year [1][7]. - Food prices overall decreased by 1.5% year-on-year, while non-food prices increased by 0.4% [7][8]. - The overall inflationary pressure was relatively stable, with significant fluctuations observed in specific categories such as fresh vegetables and pork [3][7].

Market Overview - The A-share market is experiencing fluctuations with the Shanghai Composite Index rising above 4100 points, indicating a positive trend in major indices [1][2] - As of January 9, the Shanghai Composite Index increased by 0.54%, the Shenzhen Component Index rose by 0.80%, and the ChiNext Index saw a slight increase of 0.21% [2] Sector Performance - The healthcare sector, particularly stocks related to medical insurance payment reform, is showing strong performance, with significant gains in various stocks [3][4] - Key stocks in the healthcare sector include: - Jiahe Meikang (20.01% increase) - Di'an Diagnosis (20.00% increase) - Weining Health (12.95% increase) - Chuangye Huikang (10.23% increase) - Guoxin Health (10.01% increase) [4][3] Policy Impact - The National Healthcare Security Administration and the Ministry of Finance have issued a notice to optimize the personal account mutual aid policy for basic medical insurance, expanding the mutual aid scope from provincial to national levels [5][3] - The policy allows mutual aid relationships to be established voluntarily among close relatives of insured individuals, enhancing the support system for medical expenses [5] Stock Highlights - Zhite New Materials has seen a significant rise, achieving a 20% increase and maintaining a 5-day consecutive limit up, marking it as the first "doubling stock" of 2026 [7] - The company has stated that its core business remains unchanged, focusing on the research, production, and sales of aluminum molds and prefabricated components [7] Company Challenges - Meike Home experienced a sharp decline, hitting the daily limit down with a 10.07% drop, following a period of significant stock price increase due to acquisition plans [8][10] - The company reported a loss in the first three quarters of 2025, with a revenue of 2.223 billion yuan, down 10.10% year-on-year, and a net profit attributable to shareholders of -220 million yuan [10]

委内瑞拉临时总统德尔西·罗德里格斯8日感谢中国谴责美国强行控制马杜罗总统及其妻子和侵略委内瑞 拉的行径。 （文章来源：中国基金报） 罗德里格斯在社交媒体发文说，她当天会见中国驻委内瑞拉大使蓝虎，并表示委方赞赏中国在强烈谴责 美国严重违反国际法和侵犯委内瑞拉主权行径方面所持的坚定立场。 来源：新华社 委内瑞拉最高法院3日命令时任副总统罗德里格斯担任代理总统。5日，罗德里格斯在委内瑞拉全国代表 大会宣誓就任临时总统。 美国3日凌晨对委内瑞拉发起大规模军事行动，突袭委首都加拉加斯等地，强行控制马杜罗夫妇并将他 们带至美国。马杜罗夫妇5日在纽约一家联邦地区法院出庭，拒绝美方所谓"犯罪"指控。国际社会广泛 谴责美国严重侵犯委内瑞拉主权。 ...

前期，国家医保局指导各省开展职工医保个人账户省内共济已彰显成效，5年来累计共济超7.8亿人次， 金额超1000亿元。同时，指导试点省市探索开展跨省共济，337个统筹地区开通医保钱包并实现跨省共 济。 《通知》明确，跨省共济的适用对象范围为职工基本医疗保险参保人的近亲属。一人可与多人互建共济 关系。 （文章来源：中国基金报） 来源：新闻联播 《通知》进一步优化了个人账户共济政策，将"沉睡"的个人账户资金转化为"家庭健康金"，职工医保个 人账户资金可以支付近亲属在定点医疗机构就医发生的个人负担医疗费用，在定点零售药店购买符合规 定的药品、医疗器械、医用耗材发生的个人负担费用，以及参加城乡居民基本医疗保险、长期护理保险 的个人缴费。 国家医保局、财政部今天（9日）印发通知，要求做好职工基本医疗保险个人账户跨省共济工作。 ...

Market Performance - The Dow Jones Industrial Average rose by 270.03 points, an increase of 0.55%, closing at 49,266.11 points, while the Nasdaq Composite fell by 104.25 points, a decrease of 0.44%, closing at 23,480.02 points [2] - The S&P 500 index saw a marginal increase of 0.53 points, or 0.01%, closing at 6,921.46 points [2] Economic Outlook - Fitch Ratings has upgraded the U.S. GDP growth forecast for 2025 and 2026, incorporating delayed economic data due to the government shutdown [4] - The Federal Reserve is expected to lower the federal funds rate to 3.25% in the first half of 2026, with projections indicating a potential reduction of about 150 basis points [4] - Inflation expectations in the U.S. have risen, while consumer confidence in the job market has dropped to its lowest level in over 12 years [4] Energy Sector - Oil prices increased, with WTI crude for February rising by 3.2% to settle at $57.76 per barrel, and Brent crude for March up by 3.4% to $61.99 per barrel [5] - Energy stocks experienced a broad rally, with notable gains in companies such as ExxonMobil (up over 3%), Chevron (up over 2%), and ConocoPhillips (up over 5%) [5][6] Mining Industry - Glencore and Rio Tinto have resumed negotiations to potentially create the world's largest mining company, with a combined market value exceeding $260 billion [7] - The ongoing competition for copper resources is reshaping the mining landscape, prompting this merger discussion [7] Technology Sector - Major tech stocks showed mixed performance, with the U.S. Tech Seven Index declining by 0.27% [8] - Apple has seen a continuous decline for seven trading days, attributed to high interest rate expectations impacting growth stock valuations [8][10]

据新华社，委内瑞拉外长希尔8日通过社交媒体发文，重申委内瑞拉将致力于深化对华经贸合作。 希尔表示，正如中国商务部新闻发言人所言，委中双边关系建立在国际法框架以及两国相关法律法规的 基础之上。委内瑞拉政府对中国近期给予委方的支持与声援，表示诚挚感谢。 （原标题：委内瑞拉外长最新涉华表态） 中国商务部新闻发言人何亚东8日表示，无论委内瑞拉政局如何变化，中方持续深化两国经贸关系的意 愿不会改变。 来源：新华社 此前，希尔7日也曾通过社交媒体发文感谢中国政府支持。"中国强烈谴责美国严重违反国际法和侵犯委 内瑞拉主权的行为。"希尔写道，"委内瑞拉总统尼古拉斯·马杜罗·莫罗斯领导的政府感谢中国政府的支 持，中国政府捍卫国际法，维护委内瑞拉人民对其领土和自然资源的完全主权。" 美国3日凌晨对委内瑞拉发起大规模军事行动，突袭委首都加拉加斯等地，强行控制委总统马杜罗及其 夫人并将他们带至美国。此举引发国际社会广泛谴责。 ...

【导读】美股涨跌不一，道指收高；原油收高，能源股全线上涨 美东时间1月8日（周四），美国三大股指收盘涨跌不一，道指收高270点，纳指承压。苹果连续7个交易日收跌。嘉能可与力拓重启谈判，计划组建全球规 模最大的矿业公司。 道指收高270点 截至收盘，道指收盘上涨270.03点，涨幅为0.55%，报49266.11点；纳指跌104.25点，跌幅为0.44%，报23480.02点；标普500指数涨0.53点，涨幅为0.01%， 报6921.46点。 美国总统特朗普表示，美国对委内瑞拉的监督可能会持续数年，将以非常有利可图的方式重建委内瑞拉。 特朗普政府计划在美国销售委内瑞拉生产的重质高硫、具有腐蚀性的原油。美国墨西哥湾沿岸炼油厂设备配置正好适合加工此类原油。沿岸21座主要炼厂 的潜在总加工能力合计超过700万桶/日。 交易员继续评估美国对委内瑞拉石油实施控制的措施，WTI 2月期货上涨3.2%，结算价报每桶57.76美元。布伦特3月期货结算价上涨3.4%，报每桶61.99美 元。 能源股全线上涨，埃克森美孚涨超3%，雪佛龙涨逾2%，康菲石油涨超5%，斯伦贝谢涨近5%，西方石油涨超5%。 | 西方石油(OCCIDEN ...

Core Viewpoint - The performance report for the 2025 fiscal year highlights the impressive results of Huatai-PineBridge's "Fixed Income+" business, which has successfully entered the trillion-yuan club, becoming a recognized asset management brand in the stable return investment sector during a low-interest-rate environment [1][2]. Group 1: Performance Highlights - In the high volatility "Fixed Income+" category, Huatai-PineBridge's Tianfu Jixiang A net value increased by 21.39% (benchmark 4.46%), ranking in the top 4 of its category [1] - In the medium volatility "Fixed Income+" category, Huatai-PineBridge's Shuangli Enhanced A net value rose by 15.86% (benchmark 4.25%), ranking in the top 6 [1] - In the low volatility "Fixed Income+" category, Huatai-PineBridge's Wole Return A net value increased by 8.50% (benchmark 4.43%), significantly outperforming the benchmark [2] Group 2: Risk Management and Strategy - Huatai-PineBridge effectively controlled maximum drawdown within a small range despite market volatility caused by global trade tensions and U.S. monetary policy, demonstrating a high return-to-risk ratio [2] - The company emphasizes a balanced approach to returns and drawdowns, utilizing a systematic investment strategy that includes dynamic adjustments of bond duration and stock styles [3][4] Group 3: Research and Investment Culture - Huatai-PineBridge is recognized for its strong active equity investment capabilities, with a vertically integrated research platform that has led to significant performance improvements in its equity funds [4][5] - The company fosters an open and sharing research culture, allowing for collaboration between fixed income and equity teams, which enhances investment decision-making and strategy execution [8][9] Group 4: Product Strategy and Client Focus - Huatai-PineBridge has developed a multi-strategy product matrix to meet diverse client needs, ensuring that "Fixed Income+" is not a one-size-fits-all solution but rather a tailored approach to different risk profiles [11][12] - The firm has established a comprehensive product system that includes various types of "Fixed Income+" products, addressing different volatility and drawdown characteristics to cater to investor demands [12][13] Group 5: Investment Discipline and Management - The company emphasizes rule-based investment management to ensure stability in investment style and sustainable performance, with a focus on differentiating risk-return combinations [17][18] - Huatai-PineBridge has implemented a structured drawdown management process, including pre-warning systems and defined responsibilities, to optimize investment outcomes [18]