编辑丨瑜见 12月22日，特斯拉盘初快速拉升，截至发稿，股价涨超3%，创历史新高，最新市值1.7万亿美元。 ...

Group 1 - The core event is the "Luo Yonghao's Crossroads" annual technology innovation sharing conference scheduled for December 30, 2025, in Shanghai, marking the return of Luo Yonghao's signature "Technology Spring Festival" after seven years [2][4] - Tickets for the event were made available in six price tiers ranging from 300 to 1000 yuan, with the highest tier selling out instantly and all tickets sold out within approximately two hours [3][4] - The conference will showcase around 15-20 innovative Chinese technology products and will include the release of an internally developed AI software by Luo Yonghao's company, highlighting a focus on quality content rather than a typical sales-driven event [3][4] Group 2 - Luo Yonghao emphasized that the conference is not a "sales live broadcast" and aims to present impressive yet lesser-known Chinese innovative technology products, with all selections made by him and his team [3][4] - This event signifies Luo Yonghao's formal return to the technology launch stage, with his last major event dating back to the end of 2018 [4] - Luo Yonghao is associated with over 30 companies, including Beijing Smartisan Technology Co., Ltd. and Chengdu Wild Ambition Digital Technology Co., Ltd., holding significant roles and stakes in these enterprises [4][6]

2025.12.22 本文字数：1056，阅读时长大约2分钟 作者 |第一财经 刘佳 上述供应链人士表示，能否稳定拿到存储芯片，正在成为决定PC厂商留在牌桌的关键变量。"具备规模 优势和长期采购协议的头部厂商仍能维持相对稳定的供货；但对资金实力有限、采购规模较小的中小型 PC厂商来说，问题要严峻得多，它们正遭遇有钱也拿不到货的困境。当前主流存储厂商优先保障长期 大客户的订单，中小客户的订单要么被延后，要么被迫接受更高价格和更不稳定的交付周期。" IDC 预计，明年全球个人电脑出货量将下降 4.9%，同时该机构也给出提示：若未来内存供应状况进一 步恶化，出货量跌幅或将扩大。相较于主打组装机的本土厂商，大型原始设备制造商（OEM）有望抢 占更多市场份额。 微信编辑| 小羊 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。专 用邮箱：bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 该人士没有透露这家头部PC厂商具体为哪一家，但行业分析人士认为，当前最有可能具备此议价能力 的两家企业是联想集团或惠普。联想集团PC业务在最新一个季度的全球 ...

Summary of Holiday Trading Schedule for 2026 Group 1: Holiday Trading Schedule - The trading schedule for the New Year holiday is from January 1 (Thursday) to January 3 (Saturday), with markets reopening on January 5 (Monday) [2] - The Spring Festival holiday will be observed from February 15 (Sunday) to February 23 (Monday), with trading resuming on February 24 (Tuesday) [2] - The Qingming Festival will have a trading break from April 4 (Saturday) to April 6 (Monday), reopening on April 7 (Tuesday) [3] - The Labor Day holiday will be from May 1 (Friday) to May 5 (Tuesday), with markets reopening on May 6 (Wednesday) [3] - The Dragon Boat Festival will be observed from June 19 (Friday) to June 21 (Sunday), with trading resuming on June 22 (Monday) [4] - The Mid-Autumn Festival will have a trading break from September 25 (Friday) to September 27 (Sunday), reopening on September 28 (Monday) [5] - The National Day holiday will be from October 1 (Thursday) to October 7 (Wednesday), with markets reopening on October 8 (Thursday) [5] Group 2: Weekend Trading Schedule - Additional weekend closures include January 4 (Sunday), February 14 (Saturday), February 28 (Saturday), May 9 (Saturday), September 20 (Sunday), and October 10 (Saturday) [2][3][5] Group 3: Clearing Arrangements - Clearing matters will be arranged according to the guidelines set by China Securities Depository and Clearing Corporation Limited [6]

半导体、有色金属、耐用消费品、食品饮料等板块涨幅居前，医药生物、造纸、煤炭、房地产等板块跌 幅居前。 半导体大涨，中芯国际涨近6%，华虹半导体涨超5%。 | < W | Wind香港半导体(887132) | | O | | --- | --- | --- | --- | | | 14048.71 626.54 4.67% | | | | 老版 | 成分 资讯 相关基金 | | 月度收益 | | 名称 | | 现价 | 涨跌一 | | 中村国际 | | 68.900 | 5.92% | | 0981.HK | | | | | 华虹半导体 | | 71.250 | 5.17% | | 1347.HK | | | | | 脑洞科技 | | 0.241 | 4.33% | | 2203.HK | | | | | ASMPT | | 77.350 | 4.03% | | 0522.HK | | | | | 峰昭科技 | | 122.800 | 3.11% | | 1304.HK | | | | | 英诺赛科 | | 73 000 | 2 67% | 12月22日，香港恒生指数收涨0.43%，恒生科技指数涨0.87%。 ...

据智通财经，针对"比亚迪技术研发人员涨薪"传闻，比亚迪方面今日回应称，"情况属实"。但对于消息 中"大部分涨薪500-1000元、少部分涨薪2000-3000元"等内容，比亚迪未作出表态。 编辑：小羊 据悉，2024年比亚迪曾发布通知，依据员工的工作业绩和工作表现，进行加薪、晋级和奖金分配。公司 设立了每年两次的薪资调整机会与一次晋升机会，确保员工的付出能够得到及时、公正的回报。 ...

并购重组作为资本市场核心功能之一，在优化资源配置效率、培育新质生产力发展、推动产业整合升 级、提升上市公司质量和投资价值等方面，发挥着重要的作用。 今年以来，伴随着监管政策持续优化，深市并购重组市场活跃度持续提升，数据显示，2025年以来，深 市新增披露并购重组1104单，金额合计5537亿元，分别同比增长54%和55%；其中，新增披露重大资产 重组更是突破百单，达到109单，同比增长60%。 2024年9月24日，证监会发布《关于深化上市公司并购重组市场改革的意见》（以下简称"并购六 条"），支持上市公司向新质生产力方向转型升级，鼓励加强产业整合，进一步提高监管包容度，提升 重组市场交易效率。 2025年5月16日，证监会修订发布《重大资产重组管理办法》，细化"并购六条"有关改革举措。深交所 同步修订审核规则及配套指南，优化监管审核机制，完善分类监管标准，加强服务引导力度，支持上市 公司依规高效开展并购重组。 在一系列举措推动下，深市并购重组市场"量质齐升"，并展现出三大鲜明特征：一是"产业并购"+"新质 生产力"双轮驱动。在109单重大资产重组中，产业并购占比八成，新质生产力标的占比七成，主要集中 在半导 ...

Core Viewpoint - The Italian antitrust authority has imposed a fine of €98.6 million (approximately $115.53 million) on Apple and its two subsidiaries for allegedly abusing their dominant market position in the iOS mobile app distribution sector [1] Group 1 - The fine was issued due to concerns over Apple's market dominance in the iOS mobile application distribution [1] - The total amount of the fine is €98.6 million, which converts to about $115.53 million [1]

Group 1 - The core viewpoint of the news highlights a significant surge in the Hainan Free Trade Port concept stocks, with over 20 stocks hitting the daily limit up, indicating strong market interest and potential investment opportunities in this sector [1] - The semiconductor industry chain has also seen a notable increase, particularly in areas such as CPO, advanced packaging, and silicon wafers, suggesting a robust performance in technology-related stocks [1] - AI-related stocks, including AI smartphones, robotics, and intelligent driving, are actively trading, reflecting growing investor interest in innovative technologies [1] Group 2 - Specific stocks that experienced substantial gains include Shennong Agricultural (up 20.03% to 7.13), Kangzhi Pharmaceutical (up 19.96% to 13.22), and Hainan Mining (up 9.97% to 11.47), showcasing the strong performance of individual companies within the Hainan sector [2][4] - The A-share market showed overall strength, with the Shanghai Composite Index rising by 0.69%, the Shenzhen Component Index by 1.47%, and the ChiNext Index by 2.23%, indicating a positive market sentiment [3] - The total trading volume in the Shanghai and Shenzhen markets reached 1.86 trillion, an increase of 136 billion from the previous trading day, with over 2900 stocks rising, further emphasizing the bullish trend in the market [4] Group 3 - Main capital flows indicate a net inflow into sectors such as electronics, communications, and non-ferrous metals, while there was a net outflow from commercial retail, aerospace, and media sectors, suggesting a shift in investor focus [7] - Notable individual stocks with significant net inflows include Wolong Electric Drive (19.53 billion), Zhongji Xuchuang (13.41 billion), and Industrial Fulian (13.34 billion), indicating strong institutional interest [8] Group 4 - Institutional perspectives suggest that after recent adjustments, a spring rally in the market is anticipated, driven by potential catalysts such as foreign capital position recovery post-Christmas and the upcoming annual report disclosures in January [9] - The liquidity environment is expected to remain loose, with a trend of "deposit migration" likely to continue, providing a favorable backdrop for investors to consider low-entry opportunities for the upcoming year-end market [9] - External factors, including concerns over the AI bubble in the US and the Bank of Japan's interest rate hikes, are influencing short-term A-share volatility, but stabilization in US AI stocks may lead to a positive correlation with global markets [9]

Core Viewpoint - The sudden shutdown of Haomo Zhixing highlights the intense competition and market consolidation in the autonomous driving industry, where leading companies are rapidly advancing while mid-tier players struggle to survive [1][2][3]. Group 1: Company Developments - Haomo Zhixing announced a complete shutdown on November 22, 2025, due to its poor operational status, despite previously being valued at over $1 billion [2]. - The company faced multiple failures, including hardware selection issues, outdated software algorithms, and indecisive management, leading to delays in its urban advanced driving solutions compared to competitors [2]. - Long-term partnerships with major automotive manufacturers have shifted, with Haomo Zhixing losing support from Great Wall Motors, which has turned to other suppliers for its advanced driving solutions [2]. Group 2: Market Dynamics - The autonomous driving industry is experiencing a significant divide, with leading companies like Huawei and Momenta rapidly gaining market share, while mid-tier firms face existential threats [3][5]. - Huawei's autonomous driving system has surpassed 1 million units, with a market share of 27.8% in the NCA segment, indicating strong demand for advanced driving technologies [5]. - The competitive landscape is shifting towards a "winner-takes-all" scenario, where only a few players are expected to survive, as highlighted by predictions from industry leaders [7][10]. Group 3: Strategic Responses - Mid-tier companies are seeking differentiation by exploring new markets and applications, such as autonomous delivery vehicles and international collaborations [4][5]. - There is a trend among mid-tier firms to form strategic partnerships and investments to enhance their competitive positioning, as seen with companies like Aito and their acquisitions [9][10]. - Despite the prevailing narrative of consolidation, some mid-tier executives believe there is still room for diverse survival strategies within the industry, suggesting that the market is not yet fully consolidated [9][10].