1月7日早盘，A股三大指数集体高开，随后走势出现震荡，截至午间收盘均小幅收红。上证指数报 4095.54点，涨幅0.29%；深证成指报14071.33点，涨幅0.35%；创业板指表现相对较强，报3332.74点， 涨幅0.41%；北证50涨0.91%。 沪深两市成交额约18351.39亿元，较前一个交易日放量约538.48亿元。 截至午盘，全市场2530只股票上涨、2776只股票下跌，其中86只涨停、5只跌停。 板块方面，受英伟达CEO黄仁勋在拉斯维加斯国际消费类电子产品展览会（CES 2026）开幕演讲中关 于"重塑存储堆栈"及"AI存储变革"表态的影响，光刻胶板块盘中持续走强，南大光电20cm涨停，报 55.19点。此外，高盟新材、华融化学、雅克科技、恒坤新材等多只个股涨停，安集科技、鼎龙股份、 容大感光等涨幅均超过15%。 南大光电涨停东方财富网 智通财经1月7日消息，英伟达CEO黄仁勋在CES的媒体采访上被问及计划何时将H200芯片出售至中国 市场，他回应称，中国市场需求旺盛，公司正在加快供应链生产，目前正与美国政府完成许可的最后细 节。 稀土永磁板块拉升，中稀有色、格林美等涨停。 此外，旅游酒店板块 ...

Core Viewpoint - The establishment and operation of financial asset investment companies (AICs) by major banks in China, particularly by joint-stock banks, is accelerating, with significant investments in emerging industries such as semiconductors, lithium mining, and solar energy [1][6]. Group 1: Investment Activities - Xingyin Investment has invested over 6 billion yuan within 45 days of its operation, focusing on traditional industries and emerging sectors [1]. - Zhaoyin Investment participated in a capital increase for Deep Blue Automotive, investing 500 million yuan to acquire a 2.4187% stake [2]. - Xinyin Jintou invested 64.42 million yuan in Shenzhen Ganghua Dingshin Clean Energy, holding a 49% stake, focusing on solar power technology services [2][4]. Group 2: Strategic Focus - Joint-stock banks' AICs are prioritizing investments in technology and emerging industries, contrasting with large banks that focus on traditional and heavy asset sectors [5]. - The investment strategy of joint-stock banks is characterized by "early and small" investments, indicating a differentiated approach from larger banks [5]. Group 3: Market Trends - As of now, there are 9 approved AICs in China, including those from major state-owned banks and joint-stock banks, indicating a shift towards a more diversified financing structure in the financial system [6]. - The expansion of AICs is expected to enhance market vitality and provide resilient financial support for the transformation and upgrading of the real economy [6].

针对近期网络上出现的"长安汽车取消年终奖"的传言，1月7日，长安汽车发表声明称，2025年，长安汽 车整体经营态势稳健，公司已根据年度经营实绩，按照激励标准制定并推进相应激励计划，切实保障员 工权益，助力企业可持续发展。 长安汽车表示，此类不实信息，已对长安汽车的品牌声誉及正常经营秩序造成严重负面影响。对于编 造、传播虚假信息的行为，长安汽车将依法采取措施，坚决捍卫自身合法权益，共同维护清朗网络环境 与公平市场竞争秩序。 长安汽车声明 长安汽车 ...

Core Viewpoint - The Shaanxi government continues to support Chang'an Bank's capital increase plan despite the lack of progress on its IPO, with Shaanxi International Trust Co., Ltd. planning to invest up to 800 million yuan in the bank's expansion [1][2]. Group 1: Investment and Capital Increase - Shaanxi International Trust Co., Ltd. announced plans to participate in Chang'an Bank's capital increase by subscribing to no more than 209 million shares, with a total investment not exceeding 800 million yuan [1][2]. - The capital increase will raise the total shares of Chang'an Bank to approximately 10.188 billion, with the actual controller remaining the Shaanxi Provincial Government [2]. - Other key participants in the capital increase include several major state-owned enterprises from Shaanxi Province, such as Shaanxi Yanchang Petroleum Group and Shaanxi Coal and Chemical Industry Group [2]. Group 2: Financial Performance - As of the end of 2024, Chang'an Bank's total assets reached approximately 542.29 billion yuan, a year-on-year increase of about 7.97% [7][8]. - The bank's total deposits amounted to 425.08 billion yuan, while total loans reached 323.42 billion yuan, reflecting a growth of 9.58% compared to the previous year [8]. - The bank reported an operating income of 9.461 billion yuan and a net profit attributable to shareholders of 2.176 billion yuan for the year 2024 [7]. Group 3: Shareholder Structure and Related Transactions - After the capital increase, Shaanxi International Trust Co., Ltd. will hold approximately 635 million shares in Chang'an Bank, increasing its stake from 426 million shares [2]. - The shareholder list of Chang'an Bank includes various trust institutions and state-owned enterprises, with Shaanxi International Trust holding a 2.83% stake [2][3]. - The investment by Shaanxi International Trust aligns with its strategic plan to strengthen financial equity investments [4]. Group 4: Regulatory Issues - Chang'an Bank was fined 4 million yuan by the People's Bank of China for violating payment settlement management regulations [9][11]. - The bank faced scrutiny due to a significant incident involving over 1.2 billion yuan in deposits from a private equity firm that went missing, although the bank stated it does not have custodial responsibilities [11].

Core Viewpoint - The New York Times published a report on January 2, 2026, highlighting the success of Alibaba's AI model in early detection of pancreatic cancer, which has shocked American readers [1]. Group 1: AI Model and Its Impact - The AI model, named DAMO PANDA, developed by Alibaba's DAMO Academy, is designed to identify early-stage pancreatic cancer using non-enhanced CT scans [8]. - The model has analyzed over 180,000 CT images since November 2014, helping to detect 24 cases of pancreatic cancer, with 14 being early-stage [8]. - The AI has demonstrated a 93% accuracy rate in identifying pancreatic cancer patients from over 20,000 non-enhanced CT tests [9]. Group 2: Clinical Application and Recognition - The AI model has been recognized as a "breakthrough medical device" by the FDA, which accelerates the review process for advanced diagnostic tools [9]. - The deployment of the PANDA model has been credited with saving lives, as it identified cancer in patients who did not exhibit any symptoms [8]. Group 3: Public Reaction and Discussion - The report has sparked significant discussion among American readers, with many praising the practical application of AI in solving real-world health issues [10]. - Comments on the article reflect a sense of admiration for China's approach to AI, contrasting it with the focus of American tech giants on replacing jobs rather than addressing health challenges [10][14]. - Prominent figures, including Eric Topol, have endorsed the research, noting its thorough validation prior to implementation [16].

【文/观察者网 潘昱辰 编辑/高莘】针对近期网络上出现的"长安汽车取消年终奖"的传言，1月7日，长安 汽车发表声明称，2025年，长安汽车整体经营态势稳健，公司已根据年度经营实绩，按照激励标准制定 并推进相应激励计划，切实保障员工权益，助力企业可持续发展。 长安汽车声明 长安汽车 长安汽车表示，此类不实信息，已对长安汽车的品牌声誉及正常经营秩序造成严重负面影响。对于编 造、传播虚假信息的行为，长安汽车将依法采取措施，坚决捍卫自身合法权益，共同维护清朗网络环境 与公平市场竞争秩序。 本文系观察者网独家稿件，未经授权，不得转载。 ...

【文/观察者网 齐倩】 英伟达首席执行官（CEO）黄仁勋每次公开露面，说来说去，话题都离不开中国。 当地时间1月5日，黄仁勋在美国拉斯维加斯消费电子展（CES 2026）上发布新一代Rubin平台，并称该 平台"性能暴增5倍"，已全面投产，拟下半年发货。 会后，黄仁勋接受日媒《日经亚洲》采访时称，英伟达H200人工智能（AI）芯片期待来自中国的采购 者，并称其Blackwell和新一代Rubin芯片将"及时"在中国市场推出。特朗普政府此前已批准H200芯片对 华出口，但要抽成25%，且最新芯片未包含在协议中。 报道称，在CES 2026的问答环节，被问及H200在中国市场的竞争力时，黄仁勋回答说："H200在市场上 具有竞争力。但它不会永远具有竞争力。" 黄仁勋进一步表示，为在中国保持竞争力，英伟达需要"及时"（in time）推出包括Blackwell和Rubin世 代芯片在内的其他更先进产品。他补充说，如果美国希望保持全球竞争力，监管制度也需要演变。 《日经亚洲》提到，在中国市场，英伟达正面临来自中国竞争对手的日益激烈竞争，包括华为等科技巨 头以及小型初创公司。黄仁勋此前称华为为"强大的竞争对手"。 "我 ...

Market Performance - On January 6, US stock indices rose across the board, with the Dow Jones Industrial Average and S&P 500 both reaching record closing highs [1][2] - The Dow Jones increased by 0.99%, closing at 49,462.08 points, while the S&P 500 and Nasdaq Composite rose by 0.62% and 0.65%, closing at 6,944.82 points and 23,547.17 points respectively [1][2] Sector Performance - In the technology sector, large tech stocks showed mixed performance; Amazon surged over 3%, while Microsoft and Intel both gained over 1% [2][4] - Conversely, Tesla led the decline with a drop of over 4%, and Apple fell by more than 1% [2][4] Storage Sector - The storage sector experienced a significant rally, driven by comments from NVIDIA CEO Jensen Huang at CES 2026 regarding "AI storage transformation" [4][6] - Micron Technology saw an increase of over 10%, while SanDisk surged by more than 27%, and Western Digital and Seagate Technologies recorded gains of over 16% and 14% respectively [4][6] Data Center Cooling Sector - In contrast, the data center cooling sector faced declines, with Johnson Controls dropping over 6% and Trane Technologies falling by more than 2% [6] - The announcement regarding new server rack capabilities that do not require water cooling contributed to this downturn [6] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.78%, closing at 7,836.43 points, with most popular Chinese stocks declining [8][9] - Notable movements included Hesai rising over 10% and Xiaoma Zhixing increasing by more than 5%, while BOSS Zhipin and Tencent Music dropped over 6% and 4% respectively [8]

小米公司发言人官方微博1月6日发帖表示，昨天关于团队与相关KOL接触一事，公司立刻启动了专项 调查，有了初步结论，公关部总经理徐洁云当晚就向大家同步决定：相关接触已立即终止，且承诺未来 不会合作。 今天，正式调查结果出来，经过管理层讨论，认为该事件严重违背公司原则，也严重伤害米粉朋友们的 感情，属于严重违规，按公司制度做出如下处罚： 一、涉事负责经办人员，做辞退处罚。 二、集团副总裁兼CMO许斐和集团公关部总经理徐洁云承担管理失职责任，予以通报批评，扣除2025 年相关绩效成绩，并取消2025年度奖金。 此前，有网传消息称，小米已与"万能的大熊"签订了年度框架合作协议。由于该博主被用户社区视为 是"米黑"，这一消息引起了大量核心用户群体的强烈反弹。 有网友直言，"支持小米和其他博主投放商单合作，但不能投放给每天都抹黑小米的大V"、"花钱给小 米，小米投流人来骂我"。另有网友发布的截图显示，"万能的大熊"曾在一条回复中称，"小米不会死， 死的是米粉"。 不仅用户群体强烈不满，甚至有博主宣布中止与小米的合作并归还产品。这位博主还披露了一张聊天记 录截图，其中"万能的大熊"表示，"很简单，因为小米投了我呀。他们受不 ...

Core Insights - Dazhong Dianping released its "2025 Evaluation Ecosystem Data," indicating a significant growth in user engagement and content generation on the platform, with a total of nearly 450 million new authentic reviews in the past year, representing a 35% year-on-year increase [1] - The platform has seen a nearly 40% growth in the total user base sharing reviews and check-in records, with check-in users increasing by 45% and review authors by nearly 30% [1] User Engagement Growth - The top three categories with the fastest review growth are food, leisure and entertainment, and beauty services, with food merchants, particularly "smoky little shops," experiencing an 80% increase in review volume [3] - The number of users leaving reviews for "smoky little shops" has increased by over 60% year-on-year [3] - Since September 2025, the monthly growth rate of reviews for non-commercial interest points has reached 120%, indicating a trend among younger users to explore local attractions such as parks and fishing spots [3] Investment in Infrastructure - The increase in review and check-in user numbers is attributed to the company's ongoing investment in "local life information infrastructure" and the introduction of more convenient review-writing features and diverse user incentive systems [5] - Dazhong Dianping has invested hundreds of billions since its inception in local life information infrastructure and plans to invest at least 3 billion over the next five years to enhance information verification capabilities globally [6] - The company aims to build an information calibration mechanism in conjunction with Meituan's self-developed B-end model [6] Market Position - According to QuestMobile's report, Dazhong Dianping's user growth rate reached 28% year-on-year as of September 2025, making it the leading local life app in the market [6]