Core Viewpoint - The article highlights the rapid growth and investment potential in the brain-computer interface (BCI) sector, driven by technological advancements and significant market interest, particularly following announcements from Neuralink regarding large-scale production and automation of BCI devices [1][4][14]. Market Performance - The A-share BCI concept sector experienced a surge, with over 5 billion yuan flowing into the market, and the BCI index showing a cumulative increase of over 14% in the first three trading days of the year [1][8][11]. - Notable stocks in the BCI sector include Meihao Medical, which saw a 19.81% increase, and Innovation Medical, which rose by 9.99% [2]. Industry Overview - BCI technology connects the brain with external devices for information exchange, categorized into three types: invasive, semi-invasive, and non-invasive, each with varying levels of signal quality and risk [4]. - The healthcare sector is identified as the primary application area for BCI technology, accounting for 56% of its applications, with projections estimating the global BCI medical application market to reach $40 billion by 2030 and $145 billion by 2040 [4][6]. Policy and Development - The Chinese government has included BCI in its "14th Five-Year Plan," with goals for core technology breakthroughs by 2027 and positioning the industry among the world's leaders by 2030 [5][6]. - In 2025, several companies, including Boryeong and Ladder Medical, completed significant implantation trials, marking China's entry into clinical trials for invasive BCI after the U.S. [6]. Company Developments - Companies like Beiyikang and Aipeng Medical are actively involved in BCI, with Aipeng focusing on non-invasive technologies and partnerships for rehabilitation systems [10][12]. - Other firms, such as Xiangyu Medical and Xinwei Medical, are developing various BCI products and are expected to see rapid revenue growth in the coming years [10][12]. Investment Landscape - The BCI sector has attracted significant investment, with nearly 100 financing events in the past five years totaling over 10 billion yuan, and a notable 30% year-on-year increase in financing activities in 2025 [14]. - Analysts suggest that the BCI industry is on the verge of commercial growth, supported by policy and technological advancements, while also cautioning about the challenges of clinical validation and high costs [14][15].

Group 1 - The core viewpoint of the article is that ByteDance has denied rumors of entering the automotive manufacturing sector, clarifying that there are no plans to produce cars [2] - Despite the denial of car manufacturing, ByteDance has already initiated its layout in the automotive intelligence sector, having signed a strategic cooperation memorandum with Mercedes-Benz in September last year [2] - The collaboration with Mercedes-Benz focuses on multiple core areas including smart cockpits, intelligent driving assistance, R&D in intelligence, digital marketing, and customer operations [2] Group 2 - This is not the first time rumors about ByteDance's involvement in car manufacturing have surfaced; similar rumors about "Doubao Cars" emerged in July last year, which were also quickly clarified as false [2] - Volcano Engine, a subsidiary of ByteDance, provides efficient algorithm training platforms for numerous automotive clients but does not have plans for intelligent driving business [2]

Group 1 - Changan Automobile has addressed false information regarding the cancellation of year-end bonuses, affirming that the company's overall operational situation is stable and that it is implementing incentive plans based on annual performance to protect employee rights and support sustainable development [1] - The company has stated that the spread of false information has severely impacted its brand reputation and normal business operations, and it will take legal measures against those who fabricate and disseminate such information to safeguard its legal rights and maintain a fair market competition environment [1] Group 2 - The A-share semiconductor industry chain has experienced significant growth, with multiple stocks hitting the 20% daily limit increase, while gold and silver have seen a pullback, and nickel and tin prices have surged [3]

| 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4095.54 | 14071.35 | 1746.07 | | +11.88 +0.29% | +48.79 +0.35% +25.66 +1.49% | | | 万得全A | 创业板指 | 北证50 | | 6674.65 | 3332.74 | 1506.61 | | +32.89 +0.50% | +13.45 +0.41% +13.57 +0.91% | | | 沪深300 | 中证500 | 中证A500 | | 4792.05 | 7902.04 | 5880.24 | | +1.36 +0.03% | +87.91 +1.13% +20.03 +0.34% | | | 中证1000 | 深证100 | 中证红利 | | 7930.24 | 5978.96 | 5591.68 | | +65.33 +0.83% -10.65 -0.18% +0.63 +0.01% | | | | 万得全A涨跌分布 | | | | The a my my a | | SIACAA | 记者丨曾静娇 编辑丨刘雪莹 1月7日，A ...

三是 强化执法协作，完善监管机制。《办法》要求市场监管、网信部门加强部门协作，建立 健全两部门线索移交、信息共享、会商研判等工作机制。规定两部门可依据职责对平台有关负 责人进行约谈，要求其说明情况，采取措施进行整改。倡导社会共治，鼓励平台发布平台规则 合规报告，主动开展合规自评或者引入第三方进行合规"体检"。 来源丨"市说新语"微信公众号 编辑丨曾静娇 SFC 近日，市场监管总局和国家网信办联合发布《网络交易平台规则监督管理办法》（以下简称 《办法》），旨在规范网络交易平台规则（以下简称平台规则）制定、修改和执行，维护网络 交易秩序，保护网络交易各方主体合法权益。 《办法》聚焦网络交易平台经营者（以下简称平台）这一"关键少数"，结合近年来监管实践， 以平台规则为切入点，进一步压紧压实平台责任。 一是 明确平台在制定、修改和执行平台规则过程中应当履行的责任义务。《办法》规定了平 台在信息公示、公开征求意见、过渡期设置、申诉渠道设置等方面的义务，要求平台建立健全 平台规则重大事项沟通协商、平台内交易纠纷解决等机制。 二是 细化平台在保障信息、网络和数据安全，保护平台内经营者和消费者合法权益等方面的 具体要求。《办 ...

Group 1 - The core event involves the U.S. military action against Venezuela, leading to the capture of President Maduro and his wife, with the U.S. stating it will "manage" Venezuela until a "safe" transition occurs [1] - Venezuela, despite having the largest proven oil reserves globally (approximately 300 billion barrels, accounting for 17% of the world's total), currently produces only about 1 million barrels per day, which is roughly 1% of international supply [1][2] - The impact of Venezuela's situation on global oil prices is expected to be limited due to its small share in the global market and the nature of its oil, which requires extensive processing to be marketable [2] Group 2 - The core factors influencing international oil prices remain supply and demand dynamics, with predictions indicating a continued oversupply situation through 2026, driven by geopolitical factors and a shift towards renewable energy sources [2] - In contrast, the gold market is experiencing increased demand as investors seek safe-haven assets, with gold prices reaching new highs recently [3] - Central banks are projected to increase their gold purchases, with an expected net buying of 950 tons in 2026, which supports the bullish outlook for gold prices [3]

Core Viewpoint - The dialogue between Lenovo's CEO Yang Yuanqing and NVIDIA's CEO Jensen Huang at CES 2026 highlights a significant collaboration aimed at advancing AI technology through the establishment of the "Lenovo AI Cloud Super Factory," which is expected to enhance AI deployment efficiency and scalability [1][6]. Group 1: Collaboration and Technology - Lenovo and NVIDIA are collaborating to create the "Lenovo AI Cloud Super Factory," which aims to support cloud service providers by significantly reducing the "time to first token" for AI deployment and scaling up to 100,000 GPUs [1][6]. - NVIDIA's latest platform, Vera Rubin, will play a crucial role in this collaboration, providing robust support for advanced AI training and inference systems [1][6]. - The partnership is positioned as a transformative step in making AI more accessible and practical for various applications, moving from cloud-based solutions to real-world usage [2][6]. Group 2: AI Strategy and Insights - Yang Yuanqing emphasizes the need for a hybrid approach to AI, combining personal, enterprise, and public intelligence to meet diverse user needs, moving beyond generic models [4][9]. - The concept of "Hybrid AI" aims to create tailored intelligent solutions that address the specific requirements of individuals and businesses, ensuring data privacy and security [4][9]. - The collaboration seeks to address the challenges of high inference costs and data privacy concerns that have hindered the widespread adoption of AI technologies [4][10]. Group 3: Infrastructure and Future Outlook - The "Lenovo AI Cloud Super Factory" is designed to industrialize AI infrastructure, making performance predictable and deployment manageable, which is essential as AI evolves to understand complex environments [6][10]. - Lenovo's capabilities in design, manufacturing, and global deployment will complement NVIDIA's expertise in chip and acceleration platforms, enhancing the overall effectiveness of the AI solutions [7][10]. - The partnership is expected to quadruple in scale over the next two years, indicating strong growth potential in the AI infrastructure market [7].

Core Viewpoint - The article emphasizes the significant cooperation potential between China and South Korea in emerging fields such as artificial intelligence, semiconductor displays, new energy vehicles, and biotechnology, as highlighted by TCL's founder and chairman, Li Dongsheng, during the China-South Korea Business Forum [1][6]. Group 1: Cooperation and Market Strategy - Li Dongsheng advocates for a long-term perspective and global orientation in industry collaboration, suggesting three specific areas for deepening cooperation: utilizing the China-South Korea Free Trade Agreement, leveraging industrial advantages for technological innovation, and optimizing regional supply chain layouts [1][8]. - TCL has successfully established a presence in the South Korean market by forming deep cooperative relationships with local leading companies, enhancing its product penetration across various categories such as TVs, air conditioners, refrigerators, and washing machines [4][5]. Group 2: Technological Advancements - TCL is recognized for its technological strengths, being the first globally to achieve mass production of Mini LED TVs and leading in printed OLED technology, which has facilitated its entry into the South Korean market [5][9]. - The company has formed multi-layered strategic partnerships with major South Korean firms like Samsung and LG in the semiconductor display sector, covering core electronic categories [4][9]. Group 3: Future Plans and Global Strategy - Looking ahead, TCL aims to enhance its market share and brand influence in South Korea by deepening collaborations with leading local channel partners and service providers, particularly in mobile devices and automotive displays [9][12]. - The company has set a strategic goal of "recreating five TCLs overseas," focusing on establishing localized supply chains and industrial capabilities in various regions, which is expected to contribute to both the company's growth and China's national income [12][16]. - TCL's global strategy has led to the establishment of 47 R&D centers and 39 manufacturing bases worldwide, with a workforce of 160,000 and over 130 million users served globally [13][15].

记者丨唐婧 编辑丨张星 1月5日至6日，2026年中国人民银行工作会议在北京召开。会议总结2025年工作，分析当前形 势，研究中国人民银行"十五五"改革发展规划，部署2026年工作。 会议明确， 2026年中国人民银行要重点抓好以下七项工作 ：一是持之以恒推进全面从严治 党；二是继续实施好适度宽松的货币政策；三是提升金融服务实体经济高质量发展质效；四是 稳妥化解重点领域金融风险；五是持续深化金融改革和对外开放；六是积极推动全球金融治理 改革；七是进一步提升金融管理和服务能力。 备受关注的是，在谈及如何"继续实施好适度宽松的货币政策"时，会议指出，把促进经济高质 量发展、物价合理回升作为货币政策的重要考量， 灵活高效运用降准降息等多种货币政策工 具 ，保持流动性充裕，保持社会融资条件相对宽松，引导金融总量合理增长、信贷投放均 衡，使社会融资规模、货币供应量增长同经济增长和价格总水平预期目标相匹配。 谢光启表示，总量方面，将灵活高效运用降准降息等多种货币政策工具，保持流动性充裕，使 社会融资规模、货币供应量增长同经济增长、价格总水平预期目标相匹配。同时，要做好政策 沟通和预期引导，加强货币政策和财政、产业等政策在 ...

1月6日深夜，小米公司发言人官方微博发文，对"团队与相关KOL接触一事"公开道歉，并作出 严肃处理： 辞退涉事经办员工，集团副总裁兼CMO许斐和公关部总经理徐洁云被通报批评并 取消年度奖金。 对此，1月5日晚间，小米集团董事长特别助理、战略市场部副总经理徐洁云在微博发文回应 称，"经过仔细的调查确认，我们的团队此前确实跟相关KOL有过接触。经大家提醒，经过查 证，我们立即终止可能进行的任何形式的合作，且以后也不会合作。" 徐洁云 曾 T } 厦创 1-5 21:35 来自 微博网页版 抱歉，回复晚了。跟大家汇报下，经过仔细的调查确认，我们的团队此前确实跟相 关 KOL 有过接触。经大家提醒，经过查证，我们立即终止可能进行的任何形式的 合作，且以后也不会合作。 用户、米粉朋友们的感受，的确是我们最在乎的事情。实在抱歉，给大家带来很多 的困扰和不适，在此，诚挚向大家致歉! SFC 来源｜@小米公司发言人、@徐洁云、羊城晚报 编辑| 曾静娇 21君荐读 雷军回应小字营销：行业陋习，马上就改 沪指13连阳创历史，业内人士：在向更均衡的全面牛市演进 智能 扫码点击下载 > 据羊城晚报报道，小米投放KOL"万能的大熊"的 ...