具体来看， 科技七巨头全线上涨，脸书涨超3% ，谷歌、苹果、特斯拉涨超0.8%。 半导体、存储板块盘初迅速转跌 ，闪迪、西部数据跌超4%，美光科技、英特尔跌近2%。消息 面上，英特尔将率先在当地时间22日美股盘后公布今年第一份美股大型企业财报。 中概股多数上涨，纳斯达克中国金龙指数涨超2%， 小马智行、 阿里巴巴涨超7%。 消息面 上，有报道称，阿里巴巴集团已决定支持旗下芯片公司平头哥未来独立上市，具体时间尚不明 确。对此，21快讯记者咨询阿里巴巴，截至发稿，阿里方面未对该消息作出回应。 阿里旗下 芯片公司被指将上市，曾一年造出据称全球最强AI芯片 理想汽车、世纪互联涨超5%，蔚来、好未来张超4%；新氧、迅雷跌超2%。 国际贵金属市场全线飘红，金价短线拉升，截至23:00， 现货黄金向上触及4840美元 ，现货白 银站上94美元上方，日内涨超1%。 国际油价走低 ，美油、布油均跌近2%。据财联社报道，美国能源部长克里斯·赖特在达沃斯表 示，全球石油产量需增至目前的两倍以上。 继上个交易日暴涨逾29%后， 美国天然气期货继续狂飙 ，截至发稿，涨幅高达13.29%。 据新华财经报道，欧洲1月中下旬气温预期从温和转 ...

Core Viewpoint - The recent surge in A-share "CPU concept stocks" is driven by the AI wave, which has significantly altered the global CPU supply-demand landscape, leading to optimistic market sentiment and price increase expectations [1][5]. Group 1: Market Performance - As of January 22, A-share stocks such as Loongson Technology rose over 8%, Chipsea Technology increased by 12.77%, and Guoxin Technology gained over 3% [1]. - In the U.S. market, Intel's stock surged by 11% and AMD rose by 7% on January 21, with Intel's stock rebounding approximately 180% over the past six months, reaching a new high since January 2022 [1]. Group 2: Supply and Demand Dynamics - KeyBanc data indicates that Intel and AMD's server CPU capacity for 2026 is nearly sold out due to aggressive procurement by large cloud service providers, prompting both companies to plan a price increase of 10% to 15% for server CPUs [5]. - The traditional view of CPUs as steadily growing products is shifting, as the supply-demand dynamics are becoming more elastic, similar to the storage industry, with pricing power tilting towards sellers [7]. Group 3: AI Impact on CPU Demand - The AI boom has led major cloud service providers to significantly increase capital expenditures, driving up demand for AI chips and related hardware, while traditional server upgrades are being delayed due to constraints like power supply and rack space [8]. - As a result, CPU manufacturers are adopting more conservative strategies, including reducing production capacity and inventory levels, with Intel projecting a 2% revenue decline in 2024 to $53.1 billion and a net loss of $18.8 billion [8]. Group 4: Future Opportunities - Guolian Minsheng Securities identifies CPUs as the "next opportunity in storage," emphasizing the importance of computing architecture innovation in the AI era, which is expected to enhance the significance of CPUs [9]. - The evolving AI landscape is increasing the demand for general-purpose computing capabilities, with CPUs regaining importance as AI systems become more complex and require better control and processing capabilities [9]. Group 5: Intel's Strategic Moves - Intel's upcoming quarterly earnings report is seen as a critical milestone for assessing the company's recent transformation under CEO Pat Gelsinger, who emphasizes engineering innovation and customer-centric strategies [12]. - Intel has launched the third-generation Core Ultra processors, manufactured using the advanced 18A process, which is crucial for the company's competitive positioning in the AI-driven future [12]. - The success of Intel's 18A process is viewed as a key factor in determining the company's ability to regain market leadership, despite ongoing competition from AMD and the Arm architecture in the data center market [13].

Core Viewpoint - The article discusses the rising trend of gold leasing and the popularity of renting gold jewelry among young consumers, despite the overall market still facing challenges and not being fully developed [1][4][14]. Market Overview - As of January 22, gold prices remain high, with London gold above $4,800 and local brands like Chow Tai Fook and Chow Sang Sang nearing 1,500 RMB per gram, reflecting a nearly 50% increase compared to mid-2025 [1][4]. - The gold jewelry leasing business has not yet formed a significant scale, with limited availability of rental services in key markets like Shui Bei [6][7]. Consumer Behavior - Young consumers aged 18 to 34 contribute over one-third of gold jewelry sales, indicating a shift in consumer demographics towards the "Z generation" [13]. - The rental model is perceived as a service similar to renting wedding dresses, rather than a direct alternative to purchasing gold [9][14]. Industry Challenges - The gold leasing market is still immature, facing issues such as the risk of damage to jewelry during rental, which can lead to customer complaints [14]. - Legal risks exist, as businesses must ensure their operating licenses explicitly include "gold and silver jewelry leasing" to avoid regulatory issues [14]. Company Insights - Companies like Rent Pearl Hero and Luxury Enjoy have emerged in the gold leasing space, but some have shifted focus away from leasing to other business models, such as gold recycling [10][14]. - Rent Pearl Hero operates primarily online, with a small physical presence, and offers rental prices ranging from 20 to 50 RMB per gram for a seven-day period [9][10].

Group 1 - The core viewpoint of the article highlights that domestic GPU manufacturer Suiyuan Technology has received acceptance for its IPO application on the Sci-Tech Innovation Board, marking the first IPO acceptance in A-shares for 2026 [1] - Suiyuan Technology aims to raise 6 billion yuan through this IPO to fund the research and industrialization of its fifth and sixth generation AI chip series, as well as advanced AI hardware and software collaborative innovation projects [1] - The company is part of the "Four Little Dragons" of domestic GPUs, alongside Moore Threads, Muxi Technology, and Birun Technology, and has developed four generations of AI chips covering both training and inference scenarios [1]

Core Viewpoint - Xiaomi Group-W (1810.HK) announced a share buyback plan not exceeding HKD 2.5 billion, aimed at stabilizing its valuation and restoring investor confidence amid declining stock prices and rising industry storage costs [1][3]. Buyback Plan Details - The automatic buyback plan will commence on January 23, 2026, and will conclude upon the earliest of three conditions: the day before the 2026 annual general meeting, reaching the buyback cap of HKD 2.5 billion, or early termination per brokerage agreement [3]. - Xiaomi has received dual exemptions from the Hong Kong Stock Exchange, allowing it to execute buybacks during the restricted period before regular performance announcements and to issue new shares within 30 days post-buyback under specific conditions [3]. Stock Performance Context - Since peaking at HKD 61.45 in late June 2025, Xiaomi's stock has declined by 42.65% to HKD 35.24 as of January 22, 2026, erasing nearly all gains from 2025, with a market capitalization around HKD 918 billion [3][5]. - The buyback plan is seen as a timely response to market sentiment, especially as the company's executives have announced plans to sell shares, raising concerns among investors [5]. Recent Buyback Activity - Over the past four months, Xiaomi has conducted 44 buybacks, acquiring approximately 206 million shares, which is 0.79% of its total share capital, at a total cost of about RMB 7.464 billion [7]. - Previous buybacks have shown some effectiveness in stabilizing the stock price, and the new HKD 2.5 billion buyback is viewed as an additional support measure [8]. Financial Position and Market Perception - As of the end of Q3 2025, Xiaomi's cash reserves stood at RMB 236.7 billion, providing ample liquidity to support the buyback [8]. - The current price-to-earnings ratio (TTM) for Xiaomi is approximately 19.22, which is significantly lower than that of competitors like Tesla (282.35) and Apple (32.5), indicating potential undervaluation [8]. - The long-term recovery of Xiaomi's stock price will depend on advancements in high-end smartphone offerings, stable profitability in its automotive business, and the acceleration of synergies within its AIoT ecosystem [8].

记者丨曹恩惠 编辑丨巫燕玲 北京时间1月22日晚，欧洲游戏巨头育碧（Ubisoft） 股价大幅跳水，截至20:40左右，股价暴跌超34%。 消息面上，该公司此前宣布，启动大 规模业务重组，取消六款游戏，推迟七款游戏，并大幅下调2025—2026财年业绩指引。 1月21日， 育碧宣布启动一项涵盖组织架构、运营模式和产品组合的重塑计划 ，具体而言，包括将公司运营划分为五个创意坊（Creative Houses），创意研发网络则贯通多家工作室为创意坊提供开发资源，各方共享核心服务团队（Core Services）并接受育碧集团总部在愿景、战 略和资产配置方面的领导。此次重组计划预计于4月初启动。 其中，创意坊作为整合型业务单元，各自围绕一个独特的创意品类来组建，将全面负责品牌发展、内容策略以及创意方向；根据不同的创意品 类组建，由专门团队领导；拥有独立自主的财务决策权，并对财务表现负责。 从具体品类和业务划分来看，五大创意坊分工如下： 1号创意坊（即Vantage工作室群）： 致力于扩大、延展育碧最大最知名的旗舰系列，品牌包括：刺客信条、孤岛惊魂、彩虹六号； 2号创意坊：负责竞争合作类型的射击游戏，品牌包括：全境封 ...

记者丨刘雪莹 该黄金手机壳由金片和外框组成。外框是PC材质，金片是真材实料用Au99.99黄金打造，目前 仅适配iPhone 17 Pro Max。 产品介绍显示，该黄金手机壳 "是高颜值守护壳，更是随身资产"， 该产品将在 1月30日首发 ，每个黄金手机壳都有出品证书，如果对产品有异议可前往任意具备国家资质的检测机构检 测。 10g标价11299元 20g标价22499元 30g标价33699元 50g标价56199元 100g标价112299元 编辑丨曾静娇 视频丨柳润瑛 京东平台显示，京东京造正式推出黄金手机壳， 最低11299元起，最高售价112299元。 据 悉，该黄金手机壳已接受预订。 京东京造旗舰店上的Au99.99黄金手机壳，按黄金重量价格分5个档位： 店铺页面显示， 该店不支持七天无理由退换货， 因国际金价会随市场变化而有浮动，店内金 价也会根据市场因素及运营情况的调整。因促销调整或金价浮动原因， 不支持退款/退货，不 补差价，也不支持指定时间发货。 21世纪经济报道·21快讯记者发现，22日17时左右，广州地区50g版本已无货。 （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 ...

Core Viewpoint - The storage chip industry is experiencing a significant growth phase driven by AI demand, with leading companies like Demingli (001309.SZ) forecasting substantial revenue and profit increases for 2025, indicating a robust market outlook for storage products [1][6][12]. Group 1: Company Performance Forecasts - Demingli expects 2025 revenue between 10.3 billion to 11.3 billion yuan, a year-on-year increase of 115.82% to 136.77%, with net profit projected at 650 million to 800 million yuan, reflecting an increase of 85.42% to 128.21% [1][6]. - The fourth quarter of 2025 is anticipated to see net profit between 677 million to 827 million yuan, marking a staggering growth of 1051.59% to 1262.41% year-on-year [1][6]. - Other companies like Baiwei Storage (688525.SH) and Lanke Technology (688008.SH) have also reported optimistic forecasts, with Baiwei expecting revenue of 10 billion to 12 billion yuan, a growth of 49.36% to 79.23% [6][7]. Group 2: Market Trends and Drivers - The global storage market is entering a "super cycle" driven by AI, with supply-demand imbalances leading to rising prices for storage products, benefiting manufacturers [4][12]. - Major storage manufacturers are adjusting production strategies, with companies like Samsung and SK Hynix reducing output of traditional memory chips while increasing capacity for high-performance products [12][13]. - The demand for high-performance storage solutions is surging due to the proliferation of AI applications, which require advanced storage capabilities for data centers and AI servers [12][13]. Group 3: Stock Market Performance - The storage sector has seen significant stock price increases, with companies like Xiangnong Chip (300475.SZ) rising over 407% and Demingli increasing by over 273% since the beginning of the year [8][9]. - The storage index has risen nearly 119% over the past year, with continued upward momentum in 2023 [1][9]. Group 4: Expansion Plans of Domestic Manufacturers - Domestic storage manufacturers are ramping up production capacity through new investments and expansions, with Demingli and Baiwei Storage announcing significant fundraising plans to enhance their production capabilities [11][14]. - The industry is expected to see continued price increases for storage products into 2026, driven by ongoing supply constraints and rising demand [12][14].

记者丨叶麦穗 编辑丨包芳鸣 宽松的货币环境下，大额存单利率也步步走低，已经步入"0字头"时代。 业内专家指出，这一现象是结构性降息降准引导与商业银行稳定净息差需求共同作用的结果。 展望2026年全年，业内专家普遍认为，在适度宽松货币环境与银行息差压力持续的双重作用 下， 大额存单利率低位运行将成常态， 这标志着居民资产配置逻辑与银行负债管理模式正在 进行角色转化。 短期产品增加 中国货币网数据显示，当前大额存单发行呈现显著短期化特征，多数银行主打1年期及以下短 期品种， 3年期大额存单发行量锐减，5年期产品近乎绝迹。 例如，招商银行仅提供2年期以内产品，其中1年期（含1年）的产品有三个；中国银行在售产 品期限为1个月、3个月、6个月、1年、2年和3年，1年期以下（含1年）的存期的产品最多。 农业银行的情况如出一辙，多数产品集中在1年期之下，3年期的大额存单产品只有一种，且起 点金额为50万元。建设银行则仅有1年期及以下产品可供选择。 低利率的情况也传导到中小银行，比如蒙自农村商业银行3个月的大额存单，目前的利率为 0.9%，和大行没有差别。勐腊农村商业银行今年第一期个人大额存单3个月存期的利率为 0.93%。 ...

来源丨新华社 编辑丨曾静娇 预制菜新国标来了！罗永浩"手撕"西贝背后6000亿市场将洗牌 一则消息传来，阿里美股盘前突然涨5% 潘功胜最新表态：今年降准降息还有一定的空间 SFC 21君荐读 为切实维护消费者合法权益，促进产业高质量发展，国务院食安办组织国家卫生健康委、市场 监管总局等部门起草了《食品安全国家标准 预制菜》《预制菜术语和分类》草案；会同市场 监管总局、商务部等部门起草了关于推广餐饮环节菜品加工制作方式自主明示的公告，将于近 日向社会公开征求意见。下一步，相关部门将在充分吸纳各方意见建议的基础上，进一步修改 完善，按程序发布。 2 智能 悦 读 · 权 威 n o 扫码点击下载 ...