1月13日，A股三大指数集体调整，沪指终结17连阳，截至收盘沪指跌幅0.64%，深成指跌超1%，创业 板指冲高回落跌近2%。不过，沪指守住了4100点大关，同时A股继续保持活跃的成交氛围，全市场成 交额36987亿元，较上日成交额放量541亿元。 概念股中，商业航天、可控核聚变、AI应用三大概念中，只剩下AI应用继续保持活跃，其中顺灏股 份、中国卫通、雷科防务等多只妖股跌停。 一天创下三大纪录 值得注意的是，A股成交额在今日连续创下三大记录： 第一：刷新A股最高成交额纪录 A股沪深京三市成交额达到36987亿元，较上日成交额放量541亿元，同时也刷新了A股最高成交额纪 录。Wind数据显示，截至1月13日收盘，A股史上共有8个交易日成交额超3万亿元，1月12日沪深北三市 成交额为36449.71亿元，一度刷新了A股成交额纪录，排在第三位的是2024年10月8日的34835.43亿元。 对于本轮A股行情的成交峰值，"从历史规律看，当前量能水平远未到理论极限。"巨丰投顾投资顾问总 监郭一鸣分析表示，以2007年及2015年两轮牛市为参照，成交峰值通常是行情启动前谷底的10倍以上。 本轮行情启动前的成交谷底约为47 ...

浦银安盛基金指数与量化投资部基金经理罗雯认为，近期AI应用主题非常活跃，尤其是GEO（生成式 引擎优化）关注度飙升，核心是生成式 AI 产品逐渐成为信息获取核心入口，流量产生新迁移，因此 GEO（生成式引擎优化）有望适配AI 新入口时代的新型营销范式，即通过系统优化内容的语义表达、 结构形态、可信度背书与多模态适配性，提升品牌信息在 AI 生成答案中的引用率、权威性与可见度。 同时，AI已在游戏领域展现出巨大的生产力提升效能，AI短剧和漫剧上线数量增长迅猛。在AI仍是市 场最重要主题的背景下，应重视游戏及传媒等具有产品落地和收入结构的应用方向。 浦银安盛基金近年来大力推动指数业务发展，推出"指数家"业务品牌，已推出多只覆盖大盘宽基及主题 赛道领域的场内外投资产品。近期围绕AI主题，数据中心建设及线上应用侧等题材再度爆发，浦银安 盛基金在这些领域已布局科创板100指数增强基金、浦银安盛中证沪港深游戏及文化传媒ETF （517770），力求成为投资者把握此轮AI行情的有效工具。 风险提示：基金有风险，投资需谨慎。数据来源：Wind，截至2026.1.13。浦银安盛中证沪港深游戏及 文化传媒交易型开放式指数证券投资 ...

Core Viewpoint - MiniMax, a general artificial intelligence company, successfully listed on the Hong Kong Stock Exchange on January 9, 2026, with a share price of HKD 165, closing at HKD 345 on the first day, marking a 109.09% increase and a market capitalization exceeding HKD 100 billion [1] Group 1: Company Overview - MiniMax was founded in 2021 by CEO Yan Junjie, who holds a PhD from the Chinese Academy of Sciences and previously held an executive position at SenseTime [1] - The company focuses on consumer-oriented (C-end) and global development paths from its inception [1] - MiniMax has developed multimodal model technologies, including text model MiniMax M2, video model Hailuo 02, and voice model Speech 02 [1] Group 2: Product and Revenue - The company has launched several AI-native products, including the AI companionship application Talkie/Xingye and the visual generation platform Hailuo AI [1] - According to the prospectus, Talkie/Xingye contributed 63.7% of the total revenue in 2024 [1] - As of September 2025, MiniMax's AI native products have served over 212 million individual users globally, with over 70% of revenue coming from overseas markets [1] Group 3: Financial Performance - MiniMax's revenue has grown rapidly, with total revenue of USD 30.52 million in 2024, increasing to USD 53.437 million in the first three quarters of 2025 [2] - The company is currently in a loss position due to high R&D investments, with an adjusted net loss of USD 345 million from 2022 to 2024 [2] Group 4: Investment and Legal Issues - Prior to its IPO, MiniMax secured multiple rounds of investment from major firms including Alibaba, Tencent, MiHoYo, Hillhouse, IDG Capital, and Sequoia China [2] - Alibaba, through Alisoft China, holds a 12.52% stake, making it the second-largest shareholder [2] - In September 2025, MiniMax faced a copyright infringement lawsuit from several U.S. film production companies, including Disney and Universal Pictures, regarding its visual generation platform Hailuo AI [2] - The company believes the allegations lack factual basis and sufficient evidence, and plans to contest the lawsuit [2] Group 5: Market Position - According to ZhiShi Consulting, MiniMax ranks as the tenth largest model technology company globally by revenue based on models in 2024, holding a market share of 0.3% [2] - The global large model market is expected to reach USD 22 billion by 2025, with MiniMax projected to maintain approximately 0.3% market share [2]

有投资者在互动平台向百奥赛图提问："请问公司'千鼠万抗'业务与AI会有协同效应吗？或者AI技术进 步对公司业务会有怎样的影响？" 针对上述提问，百奥赛图回应称："尊敬的投资者您好，公司于2020年启动「千鼠万抗」计划，针对 1000+潜在的抗体药物靶点，计划分别在自主开发的RenMab、RenLite及RenNano等全人抗体小鼠平台 上依次进行抗体研发。截止2024年底，已获得针对1000+药物靶点的约1,000,000个全人抗体序列分子， 涵盖单抗，双抗，纳米抗体等各种抗体分子形式，兼具高亲和力、低免疫原性及成药性优势，未来该全 人抗体分子库将快速提升至千万级别。我们已完成AI驱动抗体药物研发平台的本地化部署，并实现其 与公司核心业务「千鼠万抗」计划的全面协同。基于千鼠万抗巨大真实全人抗体分子库，结合生物信息 学，我们逐步建立涵盖1,000多个靶点，包含1,000,000个全人抗体分子的「抗体进化树」。我们通过AI 的本地化部署，正在建设抗体药物研发AI智能体。随着千鼠万抗计划与AI系统深度整合的持续推进， 我们将为全球药企提供更加高效的研发工具和更为丰富的抗体分子库，帮助药企伙伴提高临床前PCC分 子的 ...

本文源自：市场资讯 作者：情报员 国家知识产权局信息显示，浙江晶科能源有限公司取得一项名为"光伏组件"的专利，授权公告号 CN119789546B，申请日期为2025年1月。 天眼查资料显示，浙江晶科能源有限公司，成立于2006年，位于嘉兴市，是一家以从事电气机械和器材 制造业为主的企业。企业注册资本271434.298547万人民币。通过天眼查大数据分析，浙江晶科能源有 限公司共对外投资了9家企业，参与招投标项目97次，专利信息2661条，此外企业还拥有行政许可35 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。 ...

Group 1 - Guangdong Xingfa Aluminum Co., Ltd. and its subsidiaries have obtained a patent for a "double-hung movable bridge side-press sliding window," with the authorization announcement number CN119572105B, applied on November 2024 [1] - Guangdong Xingfa Aluminum Co., Ltd. was established in 2006 in Foshan, focusing on non-ferrous metal smelting and rolling processing, with a registered capital of 360.04 million RMB [1] - Guangdong Xingfa Precision Manufacturing Co., Ltd., established in 2017, also focuses on non-ferrous metal smelting and rolling processing, with a registered capital of 200 million RMB [1] Group 2 - Guangdong Xingfa Aluminum (Jiangxi) Co., Ltd., founded in 2009 in Yichun, has a registered capital of 100 million RMB and focuses on non-ferrous metal smelting and rolling processing [2] - Guangdong Xingfa Aluminum (Henan) Co., Ltd., established in 2010 in Jiaozuo, has a registered capital of 100 million RMB and primarily engages in metal products [2] - Xingfa Aluminum (Chengdu) Co., Ltd., founded in 2009 in Chengdu, has a registered capital of 130 million RMB and focuses on metal products [2] Group 3 - Xingfa New Materials (Zhejiang) Co., Ltd., established in 2022 in Huzhou, has a registered capital of 200 million RMB and focuses on metal products [2] - The companies have participated in various bidding projects, with Guangdong Xingfa Aluminum Co., Ltd. involved in 556 projects, Guangdong Xingfa Precision Manufacturing Co., Ltd. in 27 projects, and others with varying participation [1][2] - The companies collectively hold a significant number of patents and administrative licenses, indicating a strong focus on innovation and compliance [1][2]

国家知识产权局信息显示，美光科技公司取得一项名为"使用模式检测预取信息的技术"的专利，授权公 告号CN115268764B，申请日期为2022年4月。 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。 本文源自：市场资讯 作者：情报员 ...

工业和信息化部印发《推动 工业互联网平台高质量发展行动方案》。加快制定工业互联网平台互联互 通技术规范，推动工业互联网平台支持标识解析体系接入，促进平台间数据互通、模型互认和应用互操 作。引导平台企业、软件企业、 人工智能应用服务商等多方主体高效对接，加强产业链上下游企业间 能力共享和业务协同，促进大中小企业融通创新发展。推动平台开展跨区域产能协作与创新资源对接， 构建区域产业协同数字化中枢，形成优势互补、联动发展的区域产业创新生态。 ...

Core Viewpoint - The Ministry of Industry and Information Technology has issued an action plan to promote the high-quality development of industrial internet platforms, focusing on innovative service models and support for small and medium-sized enterprises [1] Group 1: Service Models - The plan supports platform companies in promoting service models such as "pay after use" and "subscription services" [1] - It encourages the exploration of innovative models like "performance-based payment" to accelerate the large-scale application and iterative upgrade of platform solutions [1] Group 2: Support for SMEs - Local governments are encouraged to increase support for small and medium-sized enterprises in utilizing platforms [1] - The effectiveness of tools like "cloud vouchers" and "computing power vouchers" is to be enhanced [1] Group 3: Digital Transformation - The plan aims to accelerate the construction of a service system for the digital transformation of the manufacturing industry [1] - It emphasizes the use of resources such as industrial brains, empowerment centers, and innovation workshops to provide services like assessment, supply-demand matching, and talent training [1] - The goal is to facilitate the implementation of platforms and address the "last mile" challenges [1]

工业和信息化部印发《推动 工业互联网平台高质量发展行动方案》。支持平台拓展劳动、资本、知 识、技术、数据等要素，提升资源网络化配置与协同效率。鼓励平台深化数智技术融合应用，丰富优质 解决方案供给，推动制造业全流程数智化改造。引导平台面向中小企业转型需求，培育一批低成本、易 部署、通用性强的标准化产品，打造"小快轻准"数字化解决方案资源池。支持平台探索多元化商业模 式，提升平台可持续运营能力，实现平台与用户企业、合作伙伴的价值共生。 ...