1月14日，A股三大股指走势分化，其中沪指微跌0.11点报4138.65点，深成指涨0.17%报14194.11点，创 业板指涨0.34%报3333.17点，科创50指数涨0.66%报1479.3点。贵金属板块多股高开，湖南白银涨超 3%，招金黄金、西部黄金等多股跟涨；游戏板块调整，掌趣科技跌超5%，汤姆猫跌超3%，三七互娱、 吉比特等跟跌。 盘面上，市场焦点股鲁信创投（13天11板）低开6.11%，实控人变更的友邦吊顶（9天7板）高开 2.23%，GEO概念股引力传媒（7天6板）低开3.67%、天龙集团（创业板3板）低开6.53%，商业航天概 念股巨力索具（9天5板）低开2.18%、东方通信（9天5板）高开3.82%、直真科技（4板）高开1.21%， 脑机接口概念股海格通信（10天5板）竞价涨停，军工股展鹏科技（5天4板）低开2.04%，AI医疗概念 股美年健康（3板）竞价涨停、泓博医药（创业板3天2板）低开0.99%。 公司新闻 佰维存储：公司预计2025年度实现归属于母公司所有者的净利润85,000.00万元至100,000.00万元，与上 年同期（法定披露数据）相比，将增加68,876.66万元至83 ...

Market Overview - The Hong Kong stock market opened higher on January 14, with the Hang Seng Index rising by 0.46% to 26,971.97 points, the Hang Seng Tech Index up by 0.42% to 5,894.63 points, the State-Owned Enterprises Index increasing by 0.46% to 9,328.05 points, and the Red Chip Index gaining 0.25% to 4,156.46 points [1] Company News - Q Technology (01478.HK) expects a net profit growth of approximately 400% to 450% for the year ending December 31, 2025 [2] - China Coal Energy (01898.HK) anticipates a 10.2% decrease in coal sales volume to approximately 256 million tons for 2025, with December sales down by 23% year-on-year to 21.88 million tons [2] - Zhixing Technology (01274.HK) has been selected as a supplier for a Korean automotive group's driver assistance solutions for four vehicle models [2] - Country Garden (00832.HK) projects a total property contract sales amount of 8.467 billion yuan for 2025, a decrease of 16.3% year-on-year [3] - Hopson Development (00754.HK) expects total contract sales of approximately 15.607 billion yuan for 2025, down 6.15% year-on-year [4] - Chuangjie Tong (01588.HK) anticipates a profit attributable to the parent company between 76 million and 85 million yuan for 2025, representing a year-on-year increase of 127% to 154% [4] - SUTENG (02498.HK) forecasts laser radar product sales of approximately 912,000 units for 2025 [5] - Xiaocaiyuan (00999.HK) plans to establish a joint venture to develop an online mall and "community ready-to-eat stores" [6] - GDS Holdings (09698.HK) has recovered approximately 95% of the investment principal from DayOne, with an investment return rate of nearly 6.5 times [7] - China Biologic Products (01177.HK) intends to acquire 100% of Hejiya for a maximum base price of 12 million yuan to accelerate the development of its siRNA liver delivery platform [7] - Innovent Biologics (02696.HK) has had its Biologics License Application for Hanbeitai® (Bevacizumab Injection) accepted by the FDA [7] - Xiaomi Group (01810.HK) repurchased 4 million shares for 152 million HKD at prices between 37.94 and 38.04 HKD [8] - Tencent Holdings (00700.HK) repurchased 1.012 million shares for 636 million HKD at prices between 623 and 638 HKD [9] - Sunny Optical Technology (02382.HK) repurchased 640,000 shares for 41.7878 million HKD at prices between 64.55 and 65.8 HKD [10] Institutional Insights - Dongwu Securities suggests that the window for the Federal Reserve to cut interest rates this year is limited, and the impact of fiscal policies on the economy is still forthcoming. If the Fed does not cut rates in the first quarter, the rebound pace of the Hong Kong stock market will depend more on fundamental factors. The overall allocation strategy for Hong Kong stocks remains a barbell strategy, recommending a controlled allocation while waiting for more news [11] - Wanlian Securities highlights that policy opinions indicate a push to accelerate the industrialization and commercialization of brain-computer interfaces. The global competitive landscape in this sector shows the U.S. leading in invasive methods while China leads in non-invasive methods, focusing on key elements such as electrodes, chips, and algorithms [11][12]

Core Insights - Saudi Arabia's Public Investment Fund is transferring approximately $12 billion worth of gaming company shares to its subsidiary Savvy Games Group [1] - The transfer involves companies such as Nintendo Co., Ltd. and Bandai Namco Holdings Inc. [1] - Savvy Games Group will hold significant funds for future investments in the gaming industry, further solidifying its leading position [1] Company and Industry Summary - After the share transfer, Savvy Games Group will own about 10% of shares in companies including Konami Holdings Corporation, NCSoft, Nexon, and Square Enix Holdings Co., Ltd. [1]

来源：光大证券微资讯 热点聚焦 3、1月13日22:51，现货白银向上触及89美元/盎司，日内上涨4.65%，创历史新高。现货白银日内连破 85、86、87、88、89美元五道关口。1月14日凌晨，沪金夜盘收涨0.14%，沪银收涨4.14%，续刷历史新 高。世界黄金协会表示，从技术角度来看，黄金当前尚未被超买，只有当金价突破4770美元/盎司时， 才会进入显著超买区间。 4、英伟达：据美国联邦公报显示，美国放宽了对英伟达H200芯片出口到中国的监管规定。上述对华销 售将由美国商务部负责审批和安全审查，美方将从相关交易中收费。 5、1月13日，容百科技公告称，公司与宁德时代签署协议，自今年一季度开始至2031年，将向宁德时代 国内区域供应磷酸铁锂正极材料305万吨，总销售金额超1200亿元。旋即，容百科技收到上交所问询 函，被要求核实并补充披露与宁德时代1200亿元磷酸铁锂正极材料采购协议事项。当天盘中，碳酸锂期 货主力合约一度触及涨停，最高报174060元/吨，创两年来新高。 股市动态 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 4138.76 | 14169.4 ...

天眼查资料显示，中辉期货有限公司，成立于1993年，位于上海市，是一家以从事资本市场服务为主的 企业。企业注册资本14300万人民币。通过天眼查大数据分析，中辉期货有限公司共对外投资了2家企 业，参与招投标项目3次，专利信息4条，此外企业还拥有行政许可10个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 国家知识产权局信息显示，中辉期货有限公司申请一项名为"Excel报表智能生成方法、装置和存储介 质"的专利，公开号CN121303074A，申请日期为2025年10月。 本文源自：市场资讯 专利摘要显示，本申请涉及人工智能技术领域，提供了Excel报表智能生成方法、装置和存储介质。所 述方法包括：通过大语言模型对用户输入的自然语言需求进行智能解析，提取出结构化报表需求信息； 基于预获取的数据库元数据和结构化报表需求信息，通过大语言模型自动生成用于查询目标数据的SQL 语句，并执行该SQL语句以获取报表数据；根据结构化报表需求信息和报表数据，通过大语言模型生成 包含多个有序操作指令的Excel动作序列；通过Excel操作执行引擎顺序执行Excel动作序列中的每一个 ...

伊朗供应担忧加剧,国际油价升至去年10月末以来最高水平。WTI 2月原油期货收涨1.65美元,涨幅 2.77%,报61.15美元/桶。布伦特3月原油期货收涨1.60美元,涨幅2.51%,报65.47美元/桶。NYMEX 2月天然 气期货收报3.4190美元/百万英热单位。NYMEX 2月汽油期货收报1.8265美元/加仑,NYMEX 2月取暖油 期货收报2.2384美元/加仑。 ...

本文源自：金融界AI电报 快手宣布旗下可灵AI的12月收入2000万美元。花旗称，此前已预期可灵AI在12月会有不错表现，这一 结果仍略高于该行预期，预示着2026年的营收前景稳健。分析师Brian Gong等人在报告中称，12月的强 劲表现可能得益于Kling Video 2.6的推出，该版本包含"动作控制"这一新功能，在海外市场的AI生成视 频内容中广受欢迎。认为可灵全年收入可能超过2.5亿美元。尽管快手核心电商业务面临一些不利因 素，但基于可灵AI的出色表现，维持对快手港股的买入评级。 ...

美国亿万富翁埃隆·马斯克近日表示，在艾希莉·圣克莱尔发表支持跨性别的言论后，他将申请获得与她 所生儿子的完全监护权。艾希莉·圣克莱尔是马斯克公开承认的第13个孩子的母亲。马斯克周一在X上发 帖称，他将尝试获得他与这位27岁的网红兼作家所生儿子的监护权。"鉴于她的声明暗示可能会让一个 一岁男孩变性，我今天将申请完全监护权，"马斯克在X上回复另一位用户时写道。 ...

美国航空航天初创公司JetZero当地时间1月13日宣布完成近1.75亿美元B轮融资。本轮融资由B Capital领 投，United Airlines Ventures、3M Ventures等参投。声明称，JetZero已累计获得超10亿美元资金，包括 政府拨款、激励措施和商业承诺。 ...

银河 证券研报指出， 脑机接口技术正从实验室迈向产业化生产。近期，马斯克旗下公司Neuralink宣 布，计划在2026年启动脑机接口设备的大规模量产，并推进全 自动化外科手术流程。全球脑机接口产 业正迎来快速发展，其技术路径主要分为侵入式和非侵入式两种，产业链覆盖材料、芯片、手术及医疗 康复等多个领域。当前，中美两国在该领域占据主导地位并展开激烈竞争，美国在侵入式前沿技术上目 前积累较多，而中国企业在政策引导及资本支持下正快速追赶。近年来，我国从国家到地方层面密集出 台的系列政策以及医保定价、优先审批等支持措施，明确了脑机接口产业发展方向，并为中国脑机接口 产业的商业化落地和创新追赶提供了强力保障。 ...