香港，2026年1月15日 ——全球领先的综合物流服务提供商顺丰控股 (002352.SZ， 6936.HK)与极兔速 递(1519.HK)今日联合发布公告，宣布达成一项战略性的相互持股协议，将互为对方增发新股，投资交 易金额达83亿港元。根据协议，顺丰控股将向极兔速递增发2.26亿股H股股份，发行价为每股36.74港 元；极兔速递将向顺丰控股增发8.22亿股B类股份，发行价为每股10.10港元。交易完成后，顺丰控股将 持有极兔速递10%的股份，极兔速递将持有顺丰控股4.29%的股份。此次合作旨在借助双方优势资源， 共同构建一个覆盖更广、效率更高、更具韧性的全球一体化物流网络，以更好地服务中国企业出海及构 建全球电商物流新格局。 此次相互持股，有利于充分发挥双方高度互补的战略协同效应。顺丰将凭借在跨境头程与干线段的核心 资源优势和成熟运营体系，结合极兔在全球13个国家的末端网络与本地化运营优势，共同增强端到端跨 境物流解决方案的网络覆盖和产品竞争力。同时，在国内业务方面，双方在网络资源、客户群体、产品 结构和差异化上具备较大互补协同空间，有助于共同拓展服务边界。 顺丰控股创始人王卫和极兔速递创始人李杰共同表示 ...

Group 1 - In December, China's imports in USD terms increased by 5.7% year-on-year, exceeding the expected growth of 0.9% and the previous value of 1.9% [1] - China's exports in December rose by 6.6% year-on-year, surpassing the expected growth of 3.1% and the previous value of 5.9% [1] - The trade surplus in December was $114.14 billion, slightly below the expected surplus of $114.35 billion [1] Group 2 - The core driver of the unexpected growth in exports is attributed to product structure upgrades and market diversification, with high-tech product exports expected to grow by 13.2% in 2025 [1] - The export scale of "new three items" (electric vehicles, photovoltaic products, lithium batteries) is close to 1.3 trillion, with exports to ASEAN and Belt and Road countries increasing by 11.2% each [1] - The recovery in import growth is due to improved domestic demand and stabilization of commodity prices, with imports of mechanical and electrical products and integrated circuits increasing by 6% and 7.3% year-on-year, respectively [1] Group 3 - Looking ahead, foreign trade is expected to maintain steady growth in 2026, with exports continuing to shift towards high-tech and high-value-added products [2] - The trade surplus is anticipated to remain within a reasonable range, with foreign trade continuing to exert a positive impact on the economy [2] - In the A-share market, the improved export data in December enhances economic resilience and market risk appetite, benefiting high-tech manufacturing sectors such as new energy, photovoltaics, and high-end equipment [2]

Core Insights - Google has officially launched the new open-source medical AI model "MedGemma 1.5 4B" and the accompanying speech recognition model "MedASR" [1] - MedGemma 1.5 4B is a lightweight model that supports local deployment and enhances the processing capabilities for 3D medical imaging [1] - MedASR specializes in medical terminology with a transcription error rate of only 5.2% when transcribing conversations related to chest X-rays, outperforming other general models in the industry [1] Industry Developments - OpenAI has introduced a healthcare-specific AI tool, ChatGPTHealth, which integrates user electronic medical records and Apple Health data to provide personalized health analysis and recommendations [1] - Ant Group's updated AI assistant, Antfu, has surpassed 30 million monthly active users, with daily inquiries exceeding 10 million [1] - Multiple medical AI pilot bases in China have recently launched or announced milestone achievements, indicating a rapid penetration of AI health management in the consumer sector, suggesting a positive turning point from technological concepts to substantial commercialization [1]

Group 1 - Google has launched the next-generation open-source medical AI model MedGemma 1.5, enhancing medical imaging support capabilities [1] - MedGemma 1.5 features a 4 billion parameter model with significant improvements in text processing, medical records, and 2D imaging core capabilities, adding support for CT, MRI, and whole slide pathology [1] - The simultaneous release of the open-source medical speech-to-text model MedASR indicates Google's strategy to build a multi-modal open-source technology stack covering medical imaging, text, and voice, reducing access barriers for developers and healthcare institutions [1] Group 2 - China's National Health Commission and four other departments have issued implementation opinions to promote AI in healthcare, aiming for clinical specialized models and intelligent applications by 2027 and basic coverage of intelligent assistance in grassroots diagnosis by 2030 [2] - The AI healthcare market is projected to reach $155.3 billion globally by 2030, with China's market expected to hit $16.83 billion, indicating explosive growth opportunities in the industry [2] - The A-share market is witnessing a surge in AI applications, with continuous positive news regarding AI healthcare, highlighting early movers in the domestic AI healthcare sector [2]

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 据报道，随着Ray-Ban Meta智能眼镜销量稳步增长， Facebook母公司Meta正讨论到2026年底将年产能 提高到2000万件或更多。知情人士表示，作为全球最大的眼镜制造商，负责生产的依视路陆逊梯卡已接 近其原定的，到2026年底实现年产1000万副的目标。 江海证券认为，2025年上半年，全球AR市场出货量同比增长1.3%，而VR与MR受产品发布以及出货节 奏的影响同比有所下滑。在AI技术赋能，供应链优化，光学方案发展以及巨头入局引领生态构建等因 素共同驱动下，智能眼镜行业或将进入快速发展阶段。 公司方面，比依股份(603215)在中意智慧家电产业园铺设AR眼镜整机线体。水晶光电(002273)在AR眼 镜领域已有多年技术布局，形成全方位布局。 ...

Group 1: Important Events - CITIC Securities expects a 38% year-on-year increase in net profit for 2025, with rapid growth in brokerage and investment banking revenues [1] - SF Holding has reached a strategic mutual shareholding agreement with Jitu Express, involving an investment transaction amounting to HKD 8.3 billion, resulting in SF Holding owning 10% of Jitu and Jitu holding 4.29% of SF [1] - Tianli Lithium Energy's subsidiary Sichuan Tianli will undergo maintenance, expected to reduce lithium iron phosphate production by 1,500 to 2,000 tons [1] - Junda Co. plans to acquire a 16.67% stake in Xingyi Xinneng, which aims to take over the assets, personnel, and business of the domestic rare satellite battery manufacturer Shangyi Optoelectronics [1] Group 2: Shareholding Changes - Huibo Pu's actual controller will change to the Tianjin State-owned Assets Supervision and Administration Commission [2] - WISCO Development plans to replace its main assets and liabilities related to its original business with equivalent portions of 100% equity in WISCO Mining and Luzhong Mining [2] Group 3: Performance Forecasts - Jinhaitong anticipates a 104%-168% year-on-year increase in net profit for 2025, driven by sustained demand in the semiconductor packaging sector [2] - Siwei Tuxin expects a profit of approximately CNY 90.09 million to CNY 117 million for 2025, marking a turnaround from losses [2] - Yonghe Co. forecasts a 110.87%-150.66% year-on-year increase in net profit for 2025 [3] - WuXi AppTec expects a year-on-year net profit growth of over 38% for the fiscal year 2025 [3]

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 据报道，1月14日，阿里巴巴视频号预告，1月15日10:00将召开千问App发布会，见证AI如何"开启办事 时代"。此前，阿里核心管理层表示，将千问项目视为"AI时代的未来之战"。阿里计划将地图、外卖、 购物、健康等各类生活场景接入千问，赋予其强大的"办事"能力。2025年12月18日，阿里千问App接入 第一个阿里生态场景——高德，开始具备物理世界理解与行动能力。通过系统级对接，千问App不再只 是生成一段文字建议，而是能够调用高德地图、扫街榜等底层服务，即时生成包含推荐餐厅、购物、地 理位置及出行的可视化决策工具。 阿里淘宝闪购依托阿里云与通义大模型，已将AI能力全面产品化、工具化，用户通过手机接入阿里千 问App，可通过淘宝闪购调用地图、依托门店、闪购仓、品与AI超算能力，淘宝闪购让"对的商 品"在"对的时间"出现在"对的地点"，通过智能AI技术匹配数百万骑士、数百万门店、数以万计的商 品，让履约更快更准。 ...

日经225指数开盘下跌300.98点，跌幅0.55%，报54040.25点。 ...

Core Viewpoint - The data from the Shanghai and Shenzhen stock markets on January 14 indicates significant net purchases in various stocks, highlighting investor interest in specific companies [1] Group 1: Top Stocks by Net Purchases - The top stock with the highest net purchase was Changjiang Electric Power, amounting to 1.383 billion yuan [1] - TBEA Co., Ltd. followed with a net purchase of 981 million yuan [1] - Huasheng Tiancheng saw net purchases of 783 million yuan, ranking third [1] - China Ping An had net purchases of 684 million yuan, placing it fourth [1] - China Satellite's net purchases reached 523 million yuan, securing the fifth position [1] - China Merchants Bank recorded net purchases of 511 million yuan [1] - Haiguang Information had net purchases of 432 million yuan [1] - CITIC Securities saw net purchases of 396 million yuan [1] - China Aluminum's net purchases amounted to 340 million yuan [1] - Baiwei Storage rounded out the top ten with net purchases of 326 million yuan [1]

韩国KOSPI指数开盘下跌13.18点，跌幅0.28%，报4709.92点。 ...