Group 1 - The Ministry of Foreign Affairs of China confirmed the arrest of Chen Zhi, founder and chairman of the Taizi Group, in Cambodia for involvement in international telecom fraud, and emphasized the importance of international cooperation in combating such crimes [1] - China has been actively collaborating with countries like Cambodia to combat cross-border telecom network fraud, achieving significant results in law enforcement [1] - The Ministry reiterated its stance against hacking activities and the dissemination of false information related to China for political purposes [1] Group 2 - The Ministry of Commerce responded to the review of Meta's acquisition of Manus, stating that enterprises engaging in foreign investment must comply with Chinese laws and regulations [2] - A report indicated that Aima Technology is facing a significant reduction in workforce, with over 50% of employees affected [2] - Analysts suggest that the real estate sector may see a stabilization at the bottom by 2026, indicating a potential turning point for the industry [2]

记者丨刘雪莹 编辑丨曾静娇 1月8日午后，亚太市场多数回落，日经225指数收跌1.63%，A股、港股回调。美股股指期货也 同步下行；贵金属、有色金属市场全线跳水， 国内商品期货多数收跌。 | 日经225 | 韩国综合 | 新加坡海峡 | | --- | --- | --- | | 51117.26 | 4552.37 | 4732.47 | | -844.72 -1.63% +1.31 +0.03% -15.15 -0.32% | | | | 澳洲标普200 | 印度 | MSCI台湾 | | 8720.80 | 84371.14 | 1205.57 | | +18.20 +0.21% | -590.00 -0.69% | -4.93 -0.41% | | 上证指数 | 深证成指 | 恒生指数 | | 4082.98 | 13959.48 | 26074.90 | | -2.79 -0.07% -71.08 -0.51% -384.05 -1.45% | | | 其中，A股创业板指盘中跌超1%，截至收盘，跌幅收窄至0.82%。沪深两市成交额2.83万亿 元，缩量553亿元，连续4个交易日超2.5万亿元。全市场 ...

Group 1 - The Ministry of Commerce held a regular press conference on the 8th, where spokesperson He Yadong responded to inquiries regarding the review of Meta's acquisition of the AI platform Manus, emphasizing that the Chinese government supports enterprises in conducting cross-border operations and international technology cooperation in accordance with laws and regulations [1] - Enterprises engaging in foreign investment, technology exports, data outflow, and cross-border mergers and acquisitions must comply with Chinese laws and regulations and fulfill legal procedures [1] - The Ministry of Commerce will collaborate with relevant departments to assess the consistency of this acquisition with laws and regulations related to export control, technology import and export, and foreign investment [1]

Core Viewpoint - There are rumors about Aima Technology (603529.SH) facing significant layoffs exceeding 50%, particularly affecting its high-end brand "Zero" and international division, but the company denies these claims, stating that personnel optimization is a normal part of business development [1]. Summary by Relevant Sections - **Company Operations** Aima Technology's main business includes the research, production, and sales of electric two-wheelers (including electric bicycles, electric light motorcycles, and electric motorcycles) and electric tricycles. The company reported a revenue of 21.093 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 20.78%. The net profit attributable to shareholders was 1.907 billion yuan, with a year-on-year increase of 22.78% [1]. - **Market Response** As of 13:54, Aima Technology's stock price increased by 0.66%, trading at 30.48 yuan per share, with a total market capitalization of 26.5 billion yuan [2].

记者丨崔文静 编辑丨巫燕玲 2026年伊始，中信建投迎来一项关键人事调整。 21世纪经济报道记者从中信建投处了解到，其党委委员、执行委员会委员武超则出任机构业务委员会主任，全面负责中信建投机构业务线与国 际业务线的战略统筹与发展。与此同时，中信建投首席经济学家、研究发展部联席负责人黄文涛代行研究发展部行政负责人职责。 此次武超则升任执行委员会委员，距离其升任执委仅7个月。 职务调整后， 年仅39岁的武超则，作为中信建投最年轻的高管成员， 其职责范围 从之前主管的研究与国际业务，拓展至分管机构业务部、研究发展部、托管部、国际业务部、中信建投（国际）金融控股有限公司，并兼任中 信建投国际董事长。 二级市场上，截至1月8日早盘，中信建投A股最新股价26.23元，市值达1854亿元。 涉及多项业务分管权责调整 武超则的职业生涯堪称中信建投自主培养顶尖人才的标杆。 出生于1986年的她，于2011年加入中信建投，从通信行业分析师起步；2018年， 年仅32岁的她出任研究发展部行政负责人（研究所所长）。 此次人事调整的核心，是武超则职责范围扩大，完成了从"业务板块负责人"向"战略条线负责人"的关键一跃。 在2025年6月 ...

公开资料显示，京东已持续在AI领域布局，京东JoyAI APP通过前沿的语言、语音、图像、数 字人等大模型技术，结合京东完整的供应链生态落地，成为用户的超级个人助手与生活搭子； 京东JoyInside平台已与40余家头部机器人和AI玩具品牌实现技术对接。 1月8日下午，据《科创板日报》报道， 京东成立"变色龙业务部"，全面承接JoyAI App、 JoyInside、数字人等核心AI产品的打造与商业化。 据新浪科技报道，京东官方对此回应表示，"AI技术商业化加速落地，京东变色龙业务部成 立， 第二批自研AI玩具将于1月中旬全面上线 。" 京东还表示，此次变色龙业务部的成立，是将京东此前沉淀的前沿技术能力，系统性地向产业 端输送的关键举措，也将有助于整合技术、产品、市场与销售资源，提升对市场需求的响应速 度与商业化效率，为AI业务的长期发展注入更强活力。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 出品 | 2 1财经客户端 2 1世纪经济报道 编辑丨刘雪莹 联想、英伟达干了件大事 碳酸锂大涨，逼近15万元/吨 全球科技巨头扎堆韩国抢芯，芯片股引爆日韩股市 SFC 21君荐读 ...

辞旧迎新之际，房地产行业也迎来总结与展望。 1月7日，在"丁祖昱评楼市"2026年度发布会上，行业资深观察者丁祖昱结合产品创新实践与多 维度数据解析， 明确指出2026年中国房地产行业将迎来底部企稳。 这一判断与近期中指研究 院、亿翰智库的行业展望高度契合。 中指研究院强调，2026年作为"十五五"开局之年，政策靠前发力与供求关系改善将推动市场筑 底。亿翰智库则以房企年末销售回暖数据为支撑，印证行业风险加速出清后的企稳基础。 记者丨唐韶葵 编辑丨张伟贤 土地市场方面，据CRIC数据显示，城市土地出让分化， 行业规模主要集中在60个核心城市 。 从单个城市来看，重庆与上海分列土地成交面积、金额第一。其中，重庆土地成交面积2753万 平方米，同比涨36%；上海土拍成交金额2565亿元。 央国企依然是投资主力， 拿地金额较2024年同比增20%。2025年拿地金额排名前十的企业所 拿地块高度聚焦一二线城市，一二线城市占比都在85%以上。在"以销定产"模式下，资源进一 步向少数需求活跃、市场韧性较强的核心城市集中。 不过，丁祖昱也给出了 "房地产仍是经济发展支柱" 的判断。从房地产增加值占GDP比重、商 品住房销售额 ...

Core Insights - The CES 2026 highlighted the significant role of chip giants like NVIDIA, Intel, AMD, and Qualcomm in the AI era, emphasizing the need for hundreds of times more computing power and the expansion of AI applications from cloud to edge [2] - Chinese manufacturers showcased their advancements in AI hardware, gaining international attention and marking China's evolution into a key player in global tech innovation [2][9] - The rapid evolution of foundational computing infrastructure is crucial for the development of AI large models, with chip leaders stressing the accelerating demand for computing power and new application opportunities [2][4] Group 1: AI and Computing Power - NVIDIA's CEO Jensen Huang announced the arrival of the "ChatGPT moment" in AI, highlighting the capabilities of machines to understand and act in the real world, with autonomous taxis being a primary application [3] - Huang introduced the new Rubin architecture, which includes a comprehensive stack solution with multiple core components to address the exponential growth in AI computing demands [4] - AMD's CEO Lisa Su noted that AI model training requires floating-point computing power to grow fourfold annually, with inference token consumption increasing by 100 times over the past two years [4] Group 2: Emerging AI Applications - Qualcomm's CEO Cristiano Amon emphasized the potential of next-generation personal AI devices, predicting a market size of 100 million units in the coming years, driven by edge AI and situational awareness capabilities [5] - The integration of edge data is seen as critical for providing personalized services, with Amon predicting that those who can leverage edge data will lead in the AI competition [5] Group 3: Robotics and Automation - Chinese companies showcased advanced robots at CES 2026, demonstrating improved capabilities compared to previous years, indicating a shift from simple demonstrations to more complex functionalities [6][7] - The development of humanoid robots is progressing towards commercialization, with companies achieving significant advancements in motion control and operational precision [7][9] - The demand for robotics is increasing due to global aging populations and rising labor costs, with exoskeleton robots gaining traction in various markets [7][9] Group 4: Supply Chain and Innovation - Chinese manufacturers are leveraging their supply chain advantages to accelerate product iterations, achieving faster development cycles compared to European counterparts [9][10] - The efficiency of China's industrial chain is enabling rapid technological breakthroughs and cost optimizations, distinguishing "Chinese manufacturing" from "Chinese innovation" [10] - The CES 2026 served as a platform for showcasing how AI is set to permeate everyday life, with a focus on transforming concepts into tangible value through collaborative efforts across the industry [10]

Market Overview - A-shares opened lower on January 8, with the Shanghai Composite Index slightly rising while the Shenzhen Component and ChiNext Index fell by 0.2% and 0.52% respectively. The total trading volume in the Shanghai and Shenzhen markets reached 1.78 trillion yuan, with over 3,700 stocks rising, including 80 stocks hitting the daily limit up [1]. Sector Performance - The commercial aerospace sector saw a surge, with over 10 constituent stocks hitting the daily limit up. Notable performers included Luxin Venture Capital with 8 consecutive limit ups and Galaxy Electronics with 4 consecutive limit ups [2]. - The brain-computer interface concept also gained traction, with stocks like Innovation Medical, Pulite, and Nanjing Panda achieving 4 consecutive limit ups. The controllable nuclear fusion concept was active, with China First Heavy Industries, China National Machinery Industry Corporation, and China Nuclear Engineering Group achieving 2 consecutive limit ups [2]. Declining Sectors - The securities sector experienced continuous adjustments, with Huayin Securities hitting the limit down. Other securities firms like Huatai Securities, GF Securities, and others also saw significant declines [3]. - Other underperforming sectors included energy metals, insurance, and dairy industries [3]. Hong Kong Market - Major indices in the Hong Kong market opened lower, with the Hang Seng Index, Hang Seng Technology Index, and Hang Seng China Enterprises Index all dropping over 1% [3]. - Domestic large model company Zhipu Technology debuted on the Hong Kong Stock Exchange, initially rising by up to 10% before retreating to a 7.4% increase. The chip stock Tianzhixin performed even better, soaring over 31% at the opening and currently showing a 12.31% increase [4]. Commodity Market - Gold and silver prices fell across the board, with spot gold dropping below $4,450 per ounce and domestic commodity futures reflecting similar declines. SHFE silver fell over 3% [7]. - Specific price movements included London gold at $4,442.098 per ounce, down 0.32%, and SHFE gold at 999.78 yuan per gram, down 0.55% [8][9]. Lithium Carbonate - Lithium carbonate prices surged, approaching 150,000 yuan per ton, indicating strong demand in the market [10].

记者丨曾静娇 编辑丨刘雪莹 碳酸锂市场持续火热。1月8日，碳酸锂主力合约跳空上涨，涨幅最高触及近5%，一度站上146000万元/吨，截至11:00涨幅回落至3.01%。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） SFC A股方面，锂电、锂矿等指数飘绿，储能指数小幅上涨，泰嘉股份盘中迅速涨停，爱科赛博涨超7%，安孚科技、科陆电子涨超3%，先导智能 等多股涨幅居前。 消息面上，碳酸锂价格持续上涨的核心因素是储能供需紧平衡。 据21世纪经济报道报道，继赣锋锂业董事长李良彬11月中旬明确"看涨"锂价后，天齐锂业董事长蒋安琪也认为2026年全球锂行业有望达到供需 平衡。 更有乐观的期货机构预测，2026年全球锂资源供应增长至203万吨LCE，同期需求则可能升至214万吨LCE，从而产生11万吨的需求缺口。 （详情） 据工信部消息，1月7日，工业和信息化部、国家发展改革委、市场监管总局、国家能源局联合召开动力和储能电池行业座谈会，研究部署进一 步规范动力和储能电池产业竞争秩序工作。 会议指出，受多种因素影响，行业内存在盲目建设情况，出现低价竞争等非理性竞争行为，扰乱正常市场秩序，削弱行业可持 ...