一键追踪美国"闪击"委内瑞拉时间线： 来源丨新华社 编辑丨曾静娇 美国袭击委内瑞拉，有何影响 特朗普：委内瑞拉将向美国移交3000万至5000万桶石油 SFC 21君荐读 委内瑞拉内政部长7日说，美方强行带离总统马杜罗的军事行动造成包括平民在内的100人死 亡。 ...

视频丨陈泽锴 2025年，中国平安人寿保险股份有限公司（下称"平安人寿"）在港股市场展开了一场引人瞩目 的银行股"扫货"行动。其中，对农业银行H股的增持贯穿全年、力度空前。 累计16次买入 ， 推动持股比例在短短一年内从5%，一路飙升至20.10%，大幅跃升超过15个百分点。 21世纪经济报道记者据港交所披露易公告整理发现，除农行外，平安人寿对 工商银行、邮储 银行、招商银行H股 也分别进行了2次、12次和15次增持。这一系列密集操作，清晰勾勒出国 内险资巨头在长期利率下行背景下，对高股息、低估值银行资产的战略性偏好与前瞻布局。 全年1 6次增持农行H股 持股突破2 0% 数据显示，平安人寿对农业银行的青睐极为明显。其于2025年2月17日首次因持股比例达到5% 而进行权益披露，此举标志着其 已成为农行H股的重要股东。 然而，这仅仅是个开始。在随后的10个月里，平安人寿开启了"扫货"模式。根据港交所记录， 从2025年2月至12月期间，平安人寿共计对农行H股进行了16次增持，几乎每月都有操作，增 持步伐稳健而密集。 从单次增持规模来看，5月12日增持约1.47亿股（持股比例达10.38%，触发10%举牌线）， ...

Core Viewpoint - NIO has achieved significant milestones, including the production of its one millionth vehicle, while also expressing a sense of urgency and commitment to continuous improvement and growth in a recent internal communication from CEO Li Bin [1][3]. Sales Performance - In December 2025, NIO delivered 48,135 vehicles, marking a 54.6% year-on-year increase, and in Q4 2025, deliveries reached 124,807 units, up 71.7% year-on-year. The total deliveries for 2025 amounted to 326,028 vehicles, representing a 46.9% increase, all setting new historical records [1][3]. - The new ES8 model achieved a monthly delivery of 22,256 units, setting a record for vehicles priced above 400,000 yuan, and reached 40,000 units in just 100 days post-launch, the fastest in its category [9][12]. Growth Strategy - NIO aims for an annual growth rate of 40-50% in its third growth phase, focusing on maintaining stable and rapid growth [3]. - The company plans to expand into lower-tier markets by opening comprehensive stores for its three brands: NIO, Ladao, and Firefly, with the first batch set to open before the Spring Festival [14]. Technological and Infrastructure Development - NIO's investments in R&D and infrastructure are beginning to yield results, with the launch of its self-developed 925V platform and NX9031 chip enhancing product competitiveness and reducing costs [12][14]. - The expansion of the battery swap network, with nearly 3,700 stations nationwide, has alleviated range anxiety for electric vehicle users, contributing to the sales success of the Ladao L90 and new ES8 models [12][14]. Organizational Efficiency - NIO has undergone significant organizational changes, implementing the CBU (Core Business Unit) mechanism to enhance operational efficiency and focus on core activities, which has improved execution and management stability [16][18]. - The CBU mechanism emphasizes ROI metrics and performance accountability, leading to a more focused approach on vehicle production and sales [18]. Market Outlook - Li Bin predicts that by 2030, the penetration rate of new energy vehicles will exceed 90%, with pure electric vehicles accounting for over 80% of the market, supported by the growing trend towards electrification [19][22]. - The competitive landscape is intensifying, with traditional automakers accelerating their electrification efforts, but NIO remains confident in its technological innovations and infrastructure investments [19][22].

据央视新闻报道，美国欧洲司令部7日宣布，美方已在北大西洋扣押"马里涅拉"号油轮，称该 油轮违反美国制裁措施。 "马里涅拉"号油轮原名为"贝拉1"号，于2025年12月21日前往委内瑞拉装载石油途中，在该国 附近水域遭美方拦截。在阻止美方人员登船的企图后，"马里涅拉"号油轮驶入大西洋，美国军 方船只则一路追赶。 在此期间， 这艘油轮将注册国变更为俄罗斯，获得了悬挂俄罗斯联邦国旗航行的临时许可， 并改名为"马里涅拉"号。 有媒体报道说，俄罗斯已派出一艘潜艇及其他海军力量为这艘油轮 护航，但美军赶在俄军舰和潜艇抵达之前，在冰岛和英国之间的水域扣押了油轮。 据悉，这艘油轮原计划在委内瑞拉装载石油，但由于美国封锁未能靠岸，目前处于空载状态。 7日，英国国防部称，英国应美方请求，就美国扣押"贝拉1"号提供了支持。国防部声明说，英 国皇家海军和空军根据预先制定的作战计划，向在"英国—冰岛—格陵兰通道"拦截油轮的美军 提供了包括基地保障在内的行动支援。 俄交通部确认美军登船 称与"马里涅拉"号失去联系 俄罗斯交通部7日发布公告称，2025年12月24日，"马里涅拉"号油轮依据俄罗斯联邦法律及国 际法准则，获得了悬挂俄罗斯国旗 ...

Core Viewpoint - The article discusses the recent strategic cooperation between Aihuilong (亚辉龙) and Shenzhen Brain Machine Starlink Technology Co., Ltd. (脑机星链) in the field of brain-computer interface technology, highlighting the challenges and market reactions following the announcement [1][4][10]. Group 1: Company Performance and Market Reaction - Aihuilong has experienced a decline in performance, with a revenue of 1.287 billion yuan for the first three quarters of 2025, down 7.69% year-on-year, and a net profit of 60.42 million yuan, down 72.36% year-on-year [4][5]. - Following the announcement of the cooperation, Aihuilong's stock price initially rose but then fell, with a drop of over 1% on January 8, leading to a total market value of approximately 8.8 billion yuan [2][5]. - The company's stock price decreased by 8.83% over the previous year, despite a bullish A-share market [5]. Group 2: Strategic Cooperation Details - Aihuilong signed a strategic cooperation framework agreement with Brain Machine Starlink to develop brain-computer interface products and enhance diagnostic technologies for central nervous system diseases [1][4]. - The cooperation has raised questions regarding the credibility and technological capabilities of Brain Machine Starlink, which was established only four months prior and has a registered capital of 5 million yuan [5][10]. - Aihuilong clarified that the products under development by Brain Machine Starlink are primarily non-invasive and have not yet entered the registration phase, with some products still in early research or pre-clinical stages [10][12]. Group 3: Regulatory Scrutiny and Information Disclosure - The Shanghai Stock Exchange issued an inquiry to Aihuilong regarding the inconsistency in the disclosure of Brain Machine Starlink's technology path and the lack of detailed information on the cooperation's feasibility and risks [2][11]. - Aihuilong's announcement was criticized for not adequately addressing investor concerns about the collaboration's potential impact on the company's performance and the uncertainty surrounding the partnership [12][13]. - The exchange's inquiry included requests for detailed information on the technological collaboration, product types, and the expected timeline for further agreements [13].

1月7日，A股三大指数再度集体上涨。截至1月7日收盘，上证指数收涨0.05%，报4085.77点， 盘中一度触及4098.78点，达到2015年以来的新高，意味着A股上涨行情从2025年向2026年顺 利延续。 此轮上涨行情起于2024年9月底中央出台的一系列增量政策提振市场信心，随后的2025年春 节，"DeepSeek时刻"点燃了A股行情，全球投资者开始关注到中国在科技领域发展的超预期发 展，从而推动了中国资产重估。 科技股成为推动A股本轮行情的结构性的支柱力量。 从行业来看，2025年8月电子行业市值首 次超过银行业，成为股票市场第一大行业。市场整体"含科量"超过25%，从全年涨幅看，创业 板指上涨49.57%，科创50上涨35.92%，北证50上涨38.81%，均高于上证指数、深证成指。 2026年元旦假期以来连续三个交易日的上涨，也主要是由科技股推动。 2026年，随着中国企 业在半导体、创新药等领域以及其他新兴产业的快速发展，科技类上市公司将继续成为A股上 涨行情的内在强大驱动力。 推动A股上涨的另一大因素是不断完善的市场监管体系以及政策支持。 自2023年开始，中国更 加重视活跃资本市场与提振市 ...

日韩股市因A I行情创新高 凭借76%的年度涨幅，韩国股市一举成为2025年全球表现最佳的主要股票市场。 其中，芯片 制造商 SK海力士和三星贡献了大部分的涨幅。 进入2026年，人工智能热潮继续拉动韩股走 势，实现连续4个交易日创历史新高。 1月7日，韩国综合股价指数（KOSPI）盘中一度涨近2%，最终收涨0.57%，报4551.06点再创 收盘历史新高。股市受到AI热潮的带动，其中权重股三星电子收涨1.51%，SK海力士涨 2.2%，股价均创历史新高。汽车股方面，现代汽车领涨，收盘涨13.8%。 近日，三星电子联席CEO全永鉉在新年致辞中发表了乐观言论，激发了人们对该公司人工智 能前景的乐观预期。其实去年底，摩根大通就有分析指出，韩国公司尤其是全球人工智能供 应链上的企业（如半导体制造商），将在2026年继续迎来股票需求的增长。 记者丨胡慧茵 编辑丨张星 随着投资者在估值高企的美国市场之外寻求投资机遇，尤其是与AI投资主题密切相关联的股票 板块，2026年亚洲股市迎来历史性强势开局，日韩股市等多个主要股指刷新纪录。 从今年年初至1月7日，MSCI亚太指数在年内累计上涨超4%，创下自1988年有记录以来的最 ...

Group 1 - The core viewpoint of the article revolves around Lei Jun's response to recent controversies, particularly the KOL incident and the loss of followers on social media, emphasizing the importance of public relations and accurate marketing strategies [2][3][4] - Lei Jun stated that the KOL incident was serious not because of criticism towards Xiaomi, but due to the KOL's derogatory remarks about Xiaomi users, which the company cannot tolerate [2] - The public relations team has faced significant challenges over the past eight to nine months due to ongoing negative sentiment, leading to a need for improvement and accountability [2][3] Group 2 - Lei Jun expressed discomfort with the term "marketing," indicating that it has been misused and often associated with negative connotations in the context of Xiaomi [3] - The company experienced a loss of over 200,000 followers, which Lei Jun noted was only 0.6% of the total, attributing it to a difficult period and a lack of video content [3][4] - Regarding the new SU7 model, Lei Jun announced that due to rising costs and significant upgrades, it would not be possible to increase features without raising prices, with a starting price of 229,900 yuan expected for the model set to launch in April 2026 [4]

来源丨新华社 编辑丨曾静娇 SFC 美国白宫7日发表声明说，美国总统特朗普当天签署总统备忘录，指示美国退出包括31个联合 国机构在内的66个国际组织。 ...

Market Overview - The U.S. stock market showed mixed results, with the S&P 500 and Dow Jones indices reaching historical highs before retreating, where the Dow Jones fell by 466 points, a decline of nearly 1% [1] - The storage sector experienced a notable pullback, with major Chinese concept stocks mostly declining, and both gold and silver stocks suffered significant losses [1] Major Indices Performance - Dow Jones: 48,996.08, down 466.00 (-0.94%) - Nasdaq: 23,584.27, up 37.10 (+0.16%) - S&P 500: 6,920.93, down 23.89 (-0.34%) [2] Technology Stocks - Google (Alphabet) rose over 2%, surpassing Apple to become the second-largest U.S. stock by market capitalization; Microsoft and Nvidia increased by over 1%, while Facebook declined nearly 2% [2] - Intel saw a significant rise of over 6%, with an intraday increase exceeding 11% following the launch of its next-generation PC platform processor, Core Ultra3 [2] Storage Sector - The storage sector faced a sharp decline, with Western Digital dropping nearly 9%, Seagate Technology down nearly 7%, and Micron Technology falling over 1%. In contrast, SanDisk saw a rise of over 1% after a previous day increase of over 27% [3] Chinese Concept Stocks - The Nasdaq Golden Dragon China Index fell by 1.58%, with notable declines in stocks such as CloudMi Technology (down over 11%), and both Artis Solar and Tencent Music (down over 5%). Alibaba and Beike also dropped over 2% [4] - However, some stocks like Su Xuan Tang Pharmaceutical rose over 18%, and several others including Dingdong Maicai and iQIYI increased by over 5% [4] Precious Metals - Gold and silver stocks experienced significant declines, with Hecla Mining and First Majestic Silver dropping over 4%, and Barrick Gold falling nearly 1% [5] - Spot gold and silver saw substantial corrections, with gold down 0.87% and silver down 3.56% in the night session [6] Oil Market - International oil prices showed a downward trend, with NYMEX WTI crude oil falling over 1% to $56.4 per barrel, and ICE Brent crude dropping over 0.4% [7] Cryptocurrency Market - The cryptocurrency market saw most major coins decline, with Bitcoin dropping over 2% to $91,101 per coin, and over 96,000 individuals experiencing liquidation in the last 24 hours [8] Economic Indicators - Recent ADP employment data indicated an increase of 41,000 jobs in December 2025, suggesting a cooling trend in the labor market, which may reinforce expectations for continued interest rate cuts by the Federal Reserve in the first half of the year [9]