Core Viewpoint - AI startup Jieyue Xingchen has appointed Yin Qi, chairman of Qianli Technology, as its new chairman to oversee strategic direction and technology development [1] Group 1: Company Leadership and Strategy - Yin Qi has been involved with Jieyue Xingchen since its establishment in April 2023 and believes that large models align with the pursuit of AGI (Artificial General Intelligence) [1] - The company aims to become one of the leading firms in China's foundational model sector and achieve a commercial closed loop [1] - Key focuses for the company under Yin Qi's leadership include enhancing research and development, improving organizational effectiveness, and increasing talent density [1] Group 2: Technical Focus and Development - Jieyue Xingchen will concentrate on three main technical directions: enhancing the intelligence level of foundational models, promoting multimodal integration of text, speech, and images, and developing visual language action models for better synergy between the brain and execution devices [1] - The company plans to advance from Step 3.5 to Step 4 in model iteration [1]

消息面上，1月26日，2026年开年以来，黄金延续了去年历史性的涨势，迭创新高。周一（1月26日）亚 市早盘，黄金市场又一新纪录诞生：现货黄金首次突破5000美元/盎司的关键整数关口。眼下，距离现 货金首次突破4000美元关口仅过去100余日。 1月26日，贵金属概念持续爆发，招金黄金6天3板，四川黄金8天4板，兴业银锡、湖南黄金、盛达资 源、湖南白银、豫光金铅涨停，晓程科技涨超15%再创新高，山金国际跟涨。 ...

| 新任高级管理人员职务 | 東東长 | | --- | --- | | 新任高级管理人员姓名 | 沈良 | | 任职日期 | 2026年1月23日 | | 过往从业经历 | 沈良先生,现任安联基金管理有限公司代 | | | 任董事长、董事、总经理、法定代表人, | | | 于 2021年1月加入安联投资。曾任中宏人 | | | 寿保险有限公司投资总监,摩根士丹利亚 | | | 洲有限公司首席行政官(亚太区),廖根士 | | | 丹利华鑫基金管理有限公司副总经理,摩 | | | 根士丹利亚洲有限公司亚太区运营部首席 | | | 运营官(COO),深圳市世纪点金投资咨询 | | | 管理有限公司执行董事、法定代表人,融 | | | 通国际资产管理有限公司副总裁,美世(中 | | | 国)有限公司中国区财富管理业务负责人, | | 新任高级管理人员职务 | 总经理 | | 新任高级管理人员姓名 | 郑字尘 | | 任职日期 | 2026年1月23日 | | 过往从业经历 | 郑宇尘先生,现任安联基金管理有限公司 | | | 董事、副总经理、首席投资官,同济大学 | | | 技术经济及管理专业硕士学位。于 2022 ...

Group 1 - KFC has adjusted the prices of its delivery products by an average of 0.8 yuan, while dine-in prices remain unchanged, effective from January 26 [1] - The price adjustment is a response to changes in operational costs and aims to maintain stable and healthy operations, with popular combo meals like "Crazy Thursday" and "Weekend Crazy Deal" remaining at their original prices [1] - KFC has over 12,600 stores in China as of September 2025, with "KFC Coffee" experiencing rapid growth, surpassing 1,800 locations [1] Group 2 - In early 2024, KFC reduced its delivery fee from 9 yuan to 6 yuan and will charge a packaging service fee to enhance the delivery service experience [2] - McDonald's has also been adjusting its product prices, with increases ranging from 0.5 to 1 yuan starting December 15, 2025, while maintaining certain combo prices [2] - McDonald's delivery fee will also be adjusted from 9 yuan to 6 yuan by the end of 2024, with a new packaging service fee based on the number of items ordered [2]

1月26日，2026年开年以来，黄金延续了去年历史性的涨势，迭创新高。周一（1月26日）亚市早盘，黄 金市场又一新纪录诞生：现货黄金首次突破5000美元/盎司的关键整数关口。眼下，距离现货金首次突 破4000美元关口仅过去100余日。 截至发稿，现货黄金价格上涨1.08%，报5036.57美元，盘中一度创下每盎司5043.9美元的历史新高。黄 金期货价格也上涨逾1%，一度站上5080美元。 周一其它贵金属价格也普遍上涨。白银价格涨超2%，创下每盎司106.56美元的历史新高。铂金价格小 幅上涨，达到每盎司2798.46美元的新高。 2025年，国际金价飙涨超60%，创下自1979年以来最大涨幅。上周黄金价格上涨逾8%，今年以来，已 累计上涨近17%。 使得黄金与对全球多数买家而言变得更加便宜。 分析认为，各国央行加码购金、地缘紧张局势持续升级以及美元疲软等因素共同推动了金价走高。 眼下，全球央行正在掀起新一轮购金热潮。世界黄金协会上周发布的报告显示，全球央行在去年11月继 续净买入黄金，累计净买入量为45吨，虽然较10月有所下降，但与2025年前几个月相比处于较高水平。 截至去年11月，全球央行在2025年的 ...

扎克伯格把重心转向AI和智能眼镜 凤凰网科技讯北京时间1月26日，据CNBC报道，Meta将重心从虚拟现实(VR)转向AI和智能眼镜，这一 战略调整让整个行业感到了寒意，引发了人们对VR未来前景的担忧。 "我能切身体会到那种进入VR寒冬的感觉。"独立VR内容创作者杰西卡.杨(Jessica Young)表示，她专门 创作适用于Meta虚拟社交网络Horizon Worlds的内容。 上周，Meta裁减了现实实验室部门大约10%的员工，裁员重点集中在Quest等VR头显相关项目上。 Horizon Worlds开发团队受到重创，一些内部工作室被关闭。CNBC称，此次裁员规模约为1000人。 曾经的VR代名词 考虑到Meta自2014年以20亿美元收购Oculus以来对行业发展的巨大推动，该公司此番削减VR投资之举 尤为引人注目。 当Meta CEO马克.扎克伯格(Mark Zuckerberg)将公司名称从脸书更改为Meta时，这家企业就成为了VR的 代名词，它代表了扎克伯格对被称为"元宇宙"的数字世界未来的执着追求。自2020年底以来，Meta现实 实验室部门已累计亏损超过700亿美元。 扎克伯格的突然转向让 ...

Core Viewpoint - The global mining sector is experiencing a resurgence, driven by soaring metal demand and tightening supply of key minerals, indicating a potential new supercycle for the industry [1] Group 1: Market Performance - Since early 2025, the MSCI Metals and Mining Index has risen nearly 90%, significantly outperforming sectors like semiconductors, global banks, and the "Magnificent Seven" of U.S. stocks [1] - The strong performance contrasts sharply with previous years when the mining sector was less favored due to volatile commodity prices [1] Group 2: Investment Sentiment - Fund managers are regaining confidence in the mining sector, shifting from a defensive allocation to a core portfolio component, benefiting from changes in monetary policy and geopolitical stability [1] - European fund managers currently have a net overweight position in the mining sector of 26%, the highest in four years, though still below the 38% seen in 2008 [2] Group 3: Valuation and M&A Activity - The Stoxx 600 Basic Resources Index has a forward price-to-book ratio of approximately 0.47, indicating a significant discount compared to the MSCI Global Index and below its long-term average of 0.59 [3] - Mining companies are increasingly favoring acquisitions over organic growth, with notable mergers such as Anglo American's acquisition of Teck Resources and potential mergers involving Rio Tinto and Glencore [3] Group 4: Supply and Demand Dynamics - The current environment, characterized by supply gaps, is expected to support higher commodity prices and valuation multiples [4] - There is a forecasted supply shortage for copper this year, which may worsen by 2025, indicating strong demand for copper assets [5] Group 5: Commodity Price Outlook - Analysts predict that gold prices could reach $5,000 per ounce, with Goldman Sachs forecasting a rise to $5,400 by the end of 2026, suggesting an 8% upside from current levels [6] - The forces driving commodity price increases are becoming stronger and more diverse, prompting plans to increase allocations to mining stocks in investment portfolios [6]

A股市场并购重组持续活跃。截至周五收盘，拟收购德华芯片100%股权的明阳智能两连板、拟收购华峰普恩100%股权的华峰铝业、拟收购广西来宾金 石矿业55%股权的盛达资源、拟0元收购临港新材料40%股权的三峡新材以及拟收购宇邦半导体51%股权的康欣新材均实现涨停。 据智通财经不完全统计，截至发稿，本周披露并购重组进展的A股上市公司共有20家，包括新大正、胜宏科技、龙韵股份、晶升股份、伟星新材、明阳 智能、韩建河山、爱博医疗、奕帆传动、瑞达期货、康欣新材、铂科新材、凯龙高科、多瑞医药、中国中免、美芯晟、荣盛发展、明德生物、新凤鸣、 盈方微，具体情况如下图： | | | 本周披露并购重组公告的A股上市公司 | | --- | --- | --- | | 证券简称 | 公告日期 | 具体内容 | | 新大正 | 1月23日 | 拟购买嘉信立恒75.1521%股权 交易价格9.17亿元 | | 胜宏科技 | 1月23日 | 拟通过全资孙公司收购境外公司股权 | | 龙韵股份 | 1月23日 | 筹划购买愚恒影业58%股权 股票1月26日起停牌 | | 晶升股份 | 1月23日 | 拟购买为准智能100%股份 交易作价8. ...

在光伏行业普遍预告续亏的"寒冬"中，龙头企业仍然坚持亮出利润转正的时间表。昨日晚间，天合光能 （688599.SH）发布2026年限制性股票激励计划（草案）。其中在业绩考核要求中提到，2026年业绩考 核目标为净利润不低于2亿元。 隆基绿能（601012.SH）在2025年员工持股计划中提出相应考核目标，其中要求2026年度归属于上市公 司股东的净利润为正数，2027年度和2028年度归属于上市公司股东的净利润分别不低于30亿元和60亿 元。 具体来看，首次授予的限制性股票及预留授予的限制性股票的要求还包括：2027年净利润不低于32亿 元，或2026年-2027年净利润累计值不低于34亿元；2028年净利润不低于62亿元，或2026年-2028年净利 润累计值不低于96亿元。 但需要注意的是，要实现制定的经营目标难度并不低。晶澳科技目前尚未披露2025年度净利润，但从归 属净利润指标看，公司去年亏损预计45亿—48亿元。2024年度，公司归属净利润亏损46.56亿元，以 2025年度亏损下限计算，该指标减亏幅度约为3.35%。 激励计划（草案）显示，此次激励计划拟授予限制性股票总计2800.76万股，约占公 ...

Group 1 - The company "穿越者" (Transcender) held a global launch event for space tourism on January 22, revealing its first batch of space tourists, including notable figures such as CEO 雷诗情 (Lei Shiqing) and actor 黄景瑜 (Huang Jingyu) [1] - The ticket price for the space tourism experience is set at 3 million yuan, with nearly 20 tickets pre-sold, indicating strong public interest in the commercial space venture [1] - 雷诗情's educational background has come under scrutiny, with questions raised about the authenticity of her claims regarding her master's degree from Renmin University of China [1][2] Group 2 - 雷诗情 clarified her academic credentials, stating she received a master's degree in educational psychology from Renmin University on December 20, 2023, and her thesis focused on the impact of negative emotions on human-machine trust in fully autonomous driving [5][7] - The company aims to develop a reusable suborbital manned spacecraft within 3-4 years and plans to initiate commercial space tourism by 2028, marking a significant milestone in China's space industry [15][19] - "穿越者" has completed multiple rounds of financing, including a seed round and angel rounds, with significant investments from various venture capital firms [15][16] Group 3 - The company has established partnerships with various enterprises across different sectors, including technology, manufacturing, and education, enhancing its operational ecosystem [16] - The first prototype of the "穿越者壹号" (Transcender One) suborbital spacecraft is set to enter production following a feasibility study approval by experts in the field [17] - Future plans include achieving near-Earth orbital tourism by 2032 and lunar travel by 2038, showcasing the company's ambitious long-term vision for space exploration [19]