今日国内 黄金饰品价格对比显示，金饰价格较昨日大致维持稳定，多家金饰价格落在1548-1552元/克区 间， 老凤祥金饰价格报1552元/克，金至尊足金999价格报1548元/克。 ...

美国劳工统计局（BLS）将于今晚发布延迟的1月非农报告，同时进行年度基准修正和方法论更新。市 场预计此次修正将抹去约100万个就业岗位，这是美国就业统计史上规模最大的下修之一。 根据BLS初 步估计，2024年4月至2025年3月期间的就业增长将下修75万至90万个岗位。此外，BLS还将更新2025年 4月至12月期间的企业出生-死亡预测数据，预计将再减少50万至70万个岗位。这意味着截至2025年12月 的非农就业数据中，多达100万个就业岗位实际上从未存在。 ...

迪拜 机场：2025年，迪拜国际机场（DXB）接待旅客9520万人次，同比增长3.1%。 ...

Group 1 - The Ministry of Commerce has made arrangements to ensure supply during the Spring Festival, focusing on sourcing, reserve adjustments, and public service [1] - Local authorities are actively organizing key supply enterprises to enhance production and sales connections, broaden sourcing channels, and increase stock quantities and varieties for the holiday market [1] - The market for essential goods is stable, with significant increases in trading volumes for meat, vegetables, and eggs compared to the previous month [1] Group 2 - Major retail chains have a high operational rate of over 99% during the Spring Festival, with about one-third extending their operating hours [1] - E-commerce platforms are implementing measures to ensure normal order placement and logistics during the holiday period [1] - Inventory levels for essential goods in key retail chains have increased significantly, with over 20% growth in stocks of grains, oils, meat, and eggs, and a 7.7% increase in vegetable stocks [1]

在今天（11日）国务院新闻办公室举行的新闻发布会上，商务部有关负责人表示，已从货源组织、储备 调节、便民服务等方面对春节市场保供作了安排，将密切关注市场运行情况，保障人民群众欢度新春佳 节。 ...

小马智行-W(2026.HK)涨近3%，报118.9港元。 ...

Core Insights - The U.S. retail sales for December 2025 are projected at $735 billion, showing no month-over-month growth, significantly below the market expectation of 0.4% and the previous month's growth of 0.6% [1] - Sales in categories such as automobiles, furniture, electronics, clothing, and health and personal care products experienced a month-over-month decline, while sales in building materials, gasoline, and food and beverages saw an increase [1] - Year-over-year, U.S. retail sales grew by 2.4% in December, which is lower than the consumer price index increase of 2.7%, indicating a real contraction in consumer spending [1] Economic Analysis - Heather Long, chief economist at Navy Federal Credit Union, noted that tariffs have severely impacted sales in automobiles, furniture, appliances, and clothing, leading to weak performance in these sectors [1] - Thomas Ryan, an economist at Capital Economics, predicts that January's consumer data may be weak due to extreme cold weather in some regions, and a significant slowdown in consumer growth is expected in the first quarter of 2026 [1]

中东地缘不确定性成为当前原油市场核心支撑因素。美国总统特朗普表示，若与伊朗的谈判未能取得成 果，将考虑向中东地区再派遣一支航母打击群，为可能的军事行动做准备，同时他强调仍希望通过外交 途径达成协议。伊朗外交部长阿拉格齐则指出，以色列总理内塔尼亚胡正试图将美国拖入同伊朗的战 争，但相关企图已遭遇失败。 美国交通部海事管理局近期向途经霍尔木兹海峡的商船发布最新航行指南，建议悬挂美国国旗的商船尽 可能远离伊朗领海，在被要求登船时口头拒绝且不强行抵抗。霍尔木兹海峡承载全球约五分之一的石油 运输量，相关航行提示再次引发市场对区域石油供应中断风险的关注。 供应端方面，OPEC+此前宣布维持2025年11月初制定的产量计划，2026年3月继续暂停增产，为原油市 场提供相对稳定的政策锚点。美国能源信息署（EIA）最新短期能源展望报告显示，2026年布伦特原油 价格预期上调至58美元/桶，WTI原油价格上调至53.42美元/桶，同时下调2027年两者价格预期，反映出 对阶段性供应偏紧的判断，但对长期需求与新增产能释放保持审慎立场。 此外，北美冬季风暴过后，美国原油复产进程稳步推进，当前全国停滞产量已降至全国原油总产量的约 0. ...

Core Viewpoint - Hangzhou Xinuo Future Technology Co., Ltd. has undergone a business change, adding new shareholders including Xiaomi's Huanxing Venture Capital and CATL's Fujian Times Zeyuan Equity Investment Fund, while increasing its registered capital from 5 million RMB to approximately 5.988 million RMB [1]. Company Information - Hangzhou Xinuo Future Technology Co., Ltd. was established on December 24, 2024, with Xia Yuxuan as the legal representative. The company focuses on the research and development, sales, and manufacturing of intelligent robots, particularly in the humanoid robot sector [1][2]. - The company is identified as a core component supplier in the humanoid robot field, indicating its strategic position within the robotics industry [1]. Shareholder Structure - The current shareholders include Xia Changliang, Xia Yuxuan, and the newly added shareholders, which reflect a diversified investment base [1]. - The new shareholders include significant players in the technology and energy sectors, which may enhance the company's growth potential and market reach [1].

Market Performance - The Hong Kong stock market showed a strong performance with the Hang Seng Index rising by 0.43% to 27,299.62 points, the Hang Seng Tech Index increasing by 1.1% to 5,510.82 points, and the National Enterprises Index up by 0.41% to 9,280.92 points [1] - Major technology stocks mostly saw gains, with Alibaba up by 0.81%, JD.com up by 0.64%, Xiaomi up by 4.72%, and NetEase up by 1.04%, while Tencent fell by 0.54% [1] Company Earnings - Semiconductor company SMIC reported a significant increase in performance, with projected sales revenue of $9.327 billion for 2025, a year-on-year increase of 16.2%, and a net profit of $685 million, up by 39.1% [2] - SMIC's average capacity utilization rate reached 93.5% for the year, with Q4 utilization hitting 95.7% [2] - PCCW reported a 7% increase in revenue to HKD 40.252 billion, with a 16% reduction in losses [2] Corporate Developments - Minth Group plans to establish a joint venture with Aisin and Toyota to produce aluminum vehicle body frames, strengthening its supply chain in North America [3] - Singlomics completed a placement raising HKD 835 million, with 90% allocated for global Phase III clinical trials of its obesity drug ASC30 [5] - Huatai Securities completed a zero-coupon convertible bond issuance of HKD 10 billion [6] Market Insights - CICC noted that the recent pullback in the Hong Kong market is due to three pressures: hawkish expectations from the Federal Reserve, doubts about AI capital expenditure returns, and lower-than-expected PMI [7] - The market is expected to have limited upward space in the medium term, with a target range for the Hang Seng Index between 28,000 and 29,000 points [7] - Analysts suggest focusing on essential retail and technology hardware sectors for potential growth [7]