近日，中国人民银行宣布了一系列支持科技创新的举措，包括将科技创新和技术改造再贷款额 度从8000亿元增加至1.2万亿元，并将研发投入水平较高的民营中小企业等纳入支持领域；将 此前已经设立的民营企业债券融资支持工具、科技创新债券风险分担工具合并管理，合计提供 再贷款额度2000亿元。 总的来说，这两项政策举措，分别聚焦信贷端和债券端，构成了银行贷款和直接融资双轮驱 动，面向科技创新领域的立体化金融增量体系。 此次再贷款政策最大的变化，不在于简单多投了4000亿元，而在于把"研发投入水平"作为民营 中小企业能否获得政策性资金支持的关键门槛。这与以往更多依据资产规模、抵押物、信用记 录等静态指标的做法有明显不同。过往的科技金融政策虽强调支持创新，但往往是"先看资 产、再谈创新"，银行授信实践中仍难以摆脱对抵押物、盈利规模等传统财务指标的依赖，导 致越成熟、越有抵押物的企业越容易获得支持，而大量真正处在技术攻关前沿、高研发投入、 资产偏轻、现金流不稳定的初创型企业容易被挡在门外。 从成本层面看，再贷款通过降低银行资金成本，引导银行以更优惠利率向科创企业发放中长期 贷款，广泛降低企业的贷款利息支出；债券风险分担工具则通 ...

记者丨易妍君 编辑丨张星 公募基金业绩持续向好背景下，发行市场有所升温。 据Wind统计， 截至2026年1月25日，本月内新成立了76只基金，合计发行规模达到719.39亿元，单只产品平均发行规模约为9.47亿 元。 而上一次月度新成立基金的平均发行规模超过9亿元，要追溯到2025年2月。 分类型看，截至目前，权益类基金、混合型FOF成为1月公募新发市场的主力。 尤其是主动管理型基金"人气"颇高。在上述新成立的76只基金中，共有13只产品的发行规模达到20亿元及以上：包括6只偏股混合型 基金、3只混合型FOF、2只二级债基、1只增强指数基金和1只指数债基。 受访人士向21世纪经济报道记者指出，市场、政策、资金等多重利好共振，推动2026年开年公募基金发行回暖。同时，基金公司聚 焦科技、科创等热门赛道以及FOF等稳健型产品，精准匹配投资者多元配置需求，进一步提升了发行热度。 新基金吸金逾7 1 9亿元背后 2026年开年以来，公募基金发行市场暖意融融。 个别偏股混合型基金、混合型FOF，成为市场焦点。 2026年1月23日，富国智汇稳健3个月持有期FOF正式成立。该产品于1月19日开启认购，并在1月21日提前 ...

Market Performance - The three major U.S. stock indices closed higher on Monday, with the Dow Jones up 0.64% at 49,412.4 points, the S&P 500 up 0.5% at 6,950.23 points, and the Nasdaq up 0.43% at 23,601.36 points [1][2]. Company Updates - Major tech stocks mostly rose, with Apple increasing nearly 3% as it plans to announce a new version of Siri in late February, following a partnership with Google due to internal AI model challenges [2]. - Facebook rose over 2%, Google increased over 1%, while Tesla fell over 3% and Nvidia dropped 0.64% [2]. Earnings Season Insights - Over 90 companies in the S&P 500 are set to report quarterly earnings this week, including major players like Microsoft, Meta, Tesla, and Apple. So far, 76% of the companies that have reported exceeded earnings expectations [3]. - Investors are particularly interested in details regarding AI plans, investment speeds, and expected profits to assess the sustainability of the current bull market [3]. Semiconductor Sector - The Philadelphia Semiconductor Index fell by 0.39%, with Intel dropping over 5.7% after a significant decline of 17.03% the previous week. Intel's projected revenue for Q1 is between $11.7 billion and $12.7 billion, below analyst expectations [3]. Chinese Stocks - The Nasdaq China Golden Dragon Index decreased by 0.63%, with many popular Chinese stocks declining. Notable drops include Hesai down 10.06% and XPeng down 2.39%, while Li Auto rose 1.38% [3]. Commodity Market - Spot gold prices briefly surpassed $5,000 per ounce and then $5,100 per ounce. Long-term forecasts suggest that gold may continue to perform strongly, indicating a need for portfolio diversification [5]. - The cryptocurrency market saw a collective rise, with Bitcoin surpassing $88,000, while Ethereum increased by 4.14% [6]. Federal Reserve Outlook - The Federal Reserve is expected to announce its first policy decision of the year, with a 97.2% probability of maintaining the current overnight rate. Market speculation includes potential rate cuts later in the year [9].

记者丨张嘉钰 吴斌 编辑丨江佩佩 1月26日，美股开盘三大指数涨跌不一，截至23:05，三大指数均转涨，道指涨0.33%，纳指涨 0.43%，标普500指数涨0.44%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业平均 | 49260.04 | 161.33 | 0.33% | | 纳斯达克指数 | 23602.62 | 101.38 | 0.43% | | 标普500 | 6946.02 | 30.41 | 0.44% | | 纳斯达克100 | 25712.15 | 106.68 | 0.42% | | 万得美国科技七巨头指数 | 66048.46 | 358.79 | 0.55% | | 万得中概科技龙头指数 | 4392.77 | -24.68 | -0.56% | | 纳斯达克中国金龙指数 | 7836.45 | -41.93 | -0.53% | | 万得中概股100 | 2925.32 | -21.90 | -0.74% | 美国科技七巨头涨跌不一，苹果涨超2%，脸书、谷歌C涨超1%，特斯拉跌近2%，消息面上， 据央视新闻报道 ...

Core Viewpoint - The recent outbreak of Nipah virus in West Bengal, India, has raised concerns, leading to increased preventive measures in neighboring countries and a significant rise in stock prices of vaccine and IVD companies in the A-share market [1][12]. Group 1: Nipah Virus Overview - Nipah virus (NiV) is a zoonotic RNA virus with a high mortality rate, classified as a biosafety level 4 pathogen by WHO, with a fatality rate ranging from 40% to 75% [6][8]. - The natural reservoir for Nipah virus is fruit bats, which can transmit the virus to humans through contaminated food or environments [6][8]. - Recent data indicates that India has experienced a resurgence of Nipah virus cases, particularly in Kerala and now West Bengal, with localized outbreaks showing high fatality rates [7][8]. Group 2: Market Impact - Following the news of Nipah virus cases, the A-share vaccine and IVD sectors saw a collective surge, with companies like Hualan Biological and Jindike hitting the daily limit up [1][12]. - Specific stock performances included Hualan Biological at 23.34 with a 20% increase, Jindike at 25.28 with a 19.98% increase, and others like Zhifei Biological and CanSino also showing significant gains [2][3]. Group 3: Detection and Response - Early detection of Nipah virus is crucial, with the incubation period ranging from 3 to 14 days, and initial symptoms resembling flu, which can lead to misdiagnosis [10][12]. - Various detection methods are in use, including antibody and nucleic acid tests, with companies like Zhijiang Biological and Daan Gene developing specific test kits for Nipah virus [10][11]. - The new revised "Law on Frontier Health and Quarantine" in China includes Nipah virus in its detection protocols, highlighting the importance of monitoring and response [10]. Group 4: Vaccine Development - Although there is currently no approved treatment for Nipah virus, research is ongoing, with vaccines entering clinical trials and monoclonal antibodies showing potential in compassionate use [12]. - Companies involved in vaccine development, such as Watson Bio, Zhifei Biological, and Hualan Biological, have seen stock price increases, reflecting investor optimism regarding potential future products [12].

记者丨 叶映橙 见习记者林健民 编辑丨 张嘉钰 1月26日盘后，紫金矿业最新公告称，公司控股的紫金黄金国际有限公司拟以44加元/股的价 格，收购在多伦多证券交易所和纽约证券交易所两地上市的Allied Gold Corporation全部已发 行的普通股，收购对价共计约55亿加元（约合人民币280亿元）。 据悉，联合黄金是一家总部位于加拿大的黄金矿业公司，于2023年9月在多伦多证券交易所上 市，2025年6月在纽约证券交易所上市，证券代码为AAUC。联合黄金的核心资产包括在产的 马里Sadiola金矿、科特迪瓦金矿综合体（含Bonikro和Agbaou金矿），以及将于2026年下半 年建成投产的埃塞俄比亚Kurmuk金矿。 截至2024年底，联合黄金拥有金资源量533吨，平均品位1.48克/吨；联合黄金2023、2024年分 别产金10.7吨、11.1吨；预计2025年产金11.7~12.4吨；依托Sadiola项目改扩建及Kurmuk项目 建成投产，预计2029年产金将提升至25吨。 紫金矿业表示，以联合黄金在多伦多证券交易所的股价为测算基础，本次收购价格较协议签署 前1个交易日（2026年1月23日）收 ...

记者丨 郑康喜 编辑丨蒋韵 "2026年广东主要预期目标是，地区生产总值增长4.5%—5%，在实际工作中全力争取更好结 果。" 1月26日，广东省十四届人大五次会议在广州开幕，省长孟凡利作政府工作报告，为2026年广 东拼经济明确了具体方向。 2025年"十四五"收官之年，广东GDP达到14.58万亿，增长3.9%，总量连续37年居全国首位， 在全球可排在12位，跻身全球第一梯队，并在财政、人口、工业、外贸、科创等诸多细分经济 指标上保持全国第一。可以看到，广东经济正在转型中加快蝶变，稳、优、新、活成为关键 词。 "广东经济发展有没有信心，关键还是看结构。产业结构对竞争力和未来发展趋势会产生重要 作用。"广东省社科院原院长王珺在接受南方财经记者采访时谈到。 截至2025年前三季度，广东高技术制造业增加值占规上工业比重达33.8%，较五年前提高2.7 个百分点，而全国这一数字是17.1%。 2026年，面对复杂多变的发展环境、新一轮科技革命和产业变革加速突破带来的机遇和挑战， 广东如何为"十五五"开好局、起好步？广东省人大代表、中国（深圳）综合开发研究院副院长 兼前海分院院长曲建认为，2026年广东拼经济，首先 ...

记者丨 章驰 编辑丨王俊 1月26日，最高人民法院举行新闻发布会，介绍人民法院以交叉执行为牵引，有效解决执行难 工作情况。 数据显示，2025年民事裁判自动履行率超过60%，达到61.01%，同比增长2.7个百分点。在执 行案件量同比增长15.43%的情况下，执行到位率超过50%，达到50.59%，执行完毕率近 40%，为39.29%，近三年均增长了近8个百分点。 执行到位金额达到约2.2万亿元，连续三年 超过2万亿元。 执行工作正着力向人民群众所期待的"执行不难"有力迈进。 最高人民法院执行局局长黄文俊介绍， 全面推进交叉执行落地落实。2023年10月以来，全国 法院已交叉执行47.7万件，22.25万件难案积案取得实质进展或者化解，执行到位金额1668.82 亿元，基本实现交叉执行全国法院（除西藏部分地区以外）"全覆盖"。 出品丨21财经客户端 21世纪经济报道 编辑丨江佩佩 12只黄金股集体涨停，400亿金矿股净利创新高 31省份外贸成绩单公布：广东9万亿登顶，安徽逆袭河南 人民币汇率中间价创32个月新高 SFC 21君荐读 去年执行到位金额2 . 2万亿元 发布会数据显示， 2025年，新纳入失信名单 ...

连续6年出生人口超百万，"十四五"期间城镇累计新增就业超700万人，2026年将新增超20万 个普通高中学位，提高城镇居民基础养老金…… 1月26日，广东省十四届人大五次会议在广州开幕。省政府工作报告围绕养老、医疗、就业等 重点民生领域作出具体部署，突出"以更大力度投资于人"这一主线。 此刻的广东，发展的春天已然来到——它藏在报告的字里行间，体现在老百姓热气腾腾的日子 里。千千万万个梦想在岭南大地生根发芽，共同谱写着"春天的故事"。听，开往春天的列车， 正鸣笛启程…… 请旋转手机横屏观看 C 10 ter GELEAN TEDEX Fran X nt X a L on Will SP 15 下载 | 201 n a see a 124 Un Newman 足球 ts L ss web天喜的南剑 里IS的鲜艳就一眼的苏昂木主 里栽高的天春我开过 稀少少,书少火天春的南剑来意 ?业冶完 ，对各位定场 ag ,总板,即普靠求九式因景不压 e from 197 ,蒜岚 器谈个发喜灾 ,女人 時 s 2017 C 国 ter B g se O 图 图 and o 、针支荣风用猎世用 et 300平于电影，,其实现在厦部 ...

Core Viewpoint - Tencent is focusing on a stable and strategic approach to its AI development, emphasizing a careful and integrated method rather than simply following market trends [1][3]. Group 1: AI Strategy and Investment - Tencent's CEO, Ma Huateng, announced a significant investment of 1 billion RMB for the "Yuanbao" AI application during the Spring Festival, aiming to leverage social engagement to promote AI products [1]. - The company has optimized its AI talent structure by introducing younger, native AI professionals and is restructuring to integrate large models with product teams for better innovation [1][3]. Group 2: Business Units and Performance - The Cloud and Smart Industry Group (CSIG) is expected to achieve overall profitability by 2025, with key products like QQ Browser and Tencent Meeting being integrated [3]. - Tencent is replicating the success of "WeChat Red Packets" to promote its AI products, with plans to distribute 1 billion RMB in cash during the Spring Festival [3]. Group 3: WeChat and Ecosystem - Ma Huateng referred to the WeChat Business Group (WXG) as a core pillar, advocating for a patient approach to AI upgrades in WeChat's ecosystem while maintaining a decentralized strategy [4]. - The focus remains on enhancing long-term product competitiveness and user experience, with a commitment to privacy and security in the WeChat intelligent ecosystem [4]. Group 4: Gaming and Content - The Interactive Entertainment Group (IEG) is prioritizing the "evergreen game" strategy, introducing new AI-driven gameplay and content innovations [4]. - The Platform and Content Group (PCG) is reviving classic products using AI capabilities, such as QQ Show and QQ Farm, while enhancing cross-platform functionality with partners like Microsoft [4]. Group 5: Advertising and Financial Services - Despite rapid growth in advertising revenue due to AI, the income share remains low compared to industry averages, indicating significant future commercialization potential [4].