一则消息突然刷屏。 1月13日，据央视新闻，当地时间1月12日傍晚，美国俄亥俄州克利夫兰市西部地区一处变压器爆炸引发多个电 线杆起火，导致当地部分用户断电。据悉，这一事故未造成人员伤亡，电力抢修正在进行。变压器爆炸原因暂 时不明。 值得一提的是，美国人工智能（AI）热潮正持续推高电价，特朗普在社交媒体上发文称："美国普通家庭的每 月公用事业账单大幅上涨——超过30%！我绝不希望美国人因为数据中心而支付更高的电费。因此，我的政府 正在与美国主要科技公司合作，争取它们对美国人民作出承诺；未来几周我们将公布许多消息。" 有分析指出，特朗普将价格管控目标瞄准电力领域，要求科技巨头为数据中心建设承担全部成本，而非将电费 上涨的压力转嫁给普通消费者，希望以此赢得更多支持率。另据美国能源部与劳伦斯伯克利国家实验室 （LBNL）估算，数据中心用电量将从2023年约176TWh，到2028年可能再增加325—580TWh，显著推高总体 电力需求并产生局部容量缺口。 这一表态直接针对科技行业在AI热潮中的基础设施扩张，要求企业承担相应的电力成本，而非通过电价上涨 转嫁给普通用户。 特朗普写道："我绝不希望美国民众因为数据中心而支 ...

法国外长巴罗14日接受法国RTL电台采访时说，法国将于2月6日在格陵兰岛开设领事馆。 来源：新华社 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 F 责编：刘珺宇 校对：高源 | 百万用户都在看 | | --- | | "降息大门关闭！"美联储，预期突变！ | | 局势升级！俄罗斯，大规模袭击！发射7枚巡航导弹！英国，重大宣布！ | | 最高猛增520%！A股批量晒出超级"战报"，一晚7家官宣净利翻倍 | | 利好突袭！杭州"六小龙"，传出大消息！ | | 刚刚！特朗普宣布进入国家紧急状态！ | 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...

2026年开年仅半个月，一批踏空2025年行情的"另类医疗主题基金"，在新年不久就迎来业绩红包，多只产 品两周收益远超去年全年。 券商中国记者注意到，这波医疗主题基金行情的核心并非"创新药"，而是重仓AI医疗科技方向的基金，这些产 品大多在去年踏空医药赛道行情，但凭借AI应用的叙事延伸到医疗互联网科技赛道，不少基金经理仅凭少数 几只个股的大涨即带动整只产品净值的逆袭。 医疗基金业绩开门红 开年短短半个月，医疗主题基金就再次拥抱高弹性。Wind数据显示，截至2026年1月14日，全市场30强业绩产 品中，医疗主题基金的占比占据半壁江山，包括银河康乐混合、招商前沿医疗保健、金鹰医疗健康、万家健康 产业等一批新年内绩优产品。 券商中国记者注意到，方舟健客是一只融合AI技术的慢性病管理类移动互联网APP，其医疗APP下载量长期排 名同类产品前列，在2026年1月12日—13日，方舟健客股价从2.090港元迅猛飙升到最高4.18港元，两天时间的 股价涨幅超100%，一举推动泰康医疗健康基金净值排名进入全市场前列。 基金判断AI医疗变现在即 关于AI医疗赛道是故事还是现实的判断，多位基金经理认为一两年内可看到AI医疗的业 ...

Macro Dynamics - The Ministry of Finance, State Taxation Administration, and Ministry of Housing and Urban-Rural Development announced the extension of personal income tax policies supporting residents' housing purchases from January 1, 2026, to December 31, 2027. Taxpayers selling their own homes and purchasing new ones within one year will receive tax refunds based on the sale price of the current home and the purchase price of the new home [2] Automotive Industry - According to the China Automobile Dealers Association, from January 1 to 11, the retail sales of new energy vehicles in the passenger car market reached 117,000 units, a year-on-year decrease of 38%. Wholesale sales during the same period totaled 167,000 units, down 30% year-on-year [3] Free Trade Zone - The General Administration of Customs reported that from December 18, 2025, to January 10, 2026, the number of people participating in duty-free shopping in Hainan Free Trade Port reached 585,000, with total spending of 3.89 billion yuan, representing year-on-year increases of 32.4% and 49.6%, respectively [4] Technology and Innovation - Shanghai's Economic and Information Technology Commission, along with other authorities, launched the "Mosu Zhixing" action plan to promote the development of key technologies in autonomous driving, including high-performance chips and operating systems, aiming to cultivate leading enterprises in the sector [5] Financial Institutions - Liu Zhenggui, former Party Secretary and President of the Liaoning Branch of the Export-Import Bank of China, was prosecuted for accepting bribes and illegally issuing loans, with the amounts involved being particularly large [7] Market Data - On January 14, A-shares showed mixed results, with the Shanghai Composite Index down 0.31% and the Shenzhen Component Index up 0.56%. The total trading volume in the Shanghai and Shenzhen markets was approximately 39.41 billion yuan, an increase of about 2.90 billion yuan from the previous trading day [9] Company Dynamics - Ctrip announced it is under investigation by the State Administration for Market Regulation for suspected monopolistic behavior, stating it will cooperate with the investigation while maintaining normal business operations [11] - Aowei New Materials indicated that if its stock price continues to rise significantly, it will apply for further trading suspension for review, as its stock price has deviated from its fundamental value [12] - SK Hynix clarified that it currently has no plans to exit the consumer product market, responding to rumors about ceasing production of consumer-grade memory [13] - Tongrun Equipment announced a name change to "Zhengtai Power" effective January 16, 2026, to better align with its shareholder structure [14]

1月14日晚间，证监会、上交所接连出手。 证监会：对向日葵立案调查 1月14日晚间，据证监会公告，2025年9月22日，浙江向日葵大健康科技股份有限公司（简称向日葵）披露重组预案。近期，重组标的的实际产能和业务模式引发市场 质疑，浙江证监局依法开展核查工作，发现重组预案涉嫌误导性陈述，已于近日对向日葵立案调查。下一步，将在全面调查的基础上依法处理，切实维护并购重组市 场秩序。 同日晚间，国晟科技也公告称，公司股票连续三个交易日内收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情况。 2025年10月31日至2026年1月14日 期间，公司股票6次触及股价异常波动、1次触及严重异常波动情形，期间累计涨幅高达511.92%，公司股价累计涨幅偏离基本面，存在市场情绪过热、非理性 炒作风险，存在股价短期快速回落风险。 国晟科技 表示，公司最新市净率显著高于行业平均水平，股价存在明显泡沫化特征。公司主营业务未发生变化，但目前处于亏损状态，预计2025年度归属于上市公司 股东的净利润为负值。此外，公司对外投资和收购股权事项均无实质性进展，存在不确定性风险。公司控股股东股份质押比例较高，存在质押风险。公司提醒投资者 ...

截至目前， 网络主播彭煊之在一短视频平台的账号已因违反相关法律法规和政策被禁言。 同日，甘肃税务部门曝光网络主播杨遂娃少缴个人所得税、增值税等税费101.64万元。 天水市税务局第一稽查局接到实名举报后，依法对网络主播杨遂娃开展调查核实时发现，杨遂娃在某网络 平台账号拥有近30万粉丝，自2022年5月开始直播带货，其直播间常年人气火爆，带货总销量在相应平 台同类型主播中排名靠前。而税务信息系统中显示，2022年至2024年，杨遂娃的纳税申报收入仅有 23.25万元，且三年总共缴纳税费1万余元。与其直播规模、带货能力等情况极不匹配。 值得注意的是，2022年至2024年，杨遂娃在办理个人所得税汇算清缴时，不但不如实填报个人收入，而 且每一年都虚假填列申报数据，导致个人所得税预扣预缴部分形成退税，三年间共违规取得退税款3.21万 元。 在进一步查实后，税务部门对杨遂娃作出追缴税费款、加收滞纳金并处罚款共计181.40万元的处理处罚 决定。目前，涉案税费款、滞纳金及罚款已全部追缴入库。 据新华社，记者1月14日从国家税务总局获悉，在2021年至2023年间，网络主播彭煊之从事短视频创 作、接拍商务广告等经营活动，通 ...

Core Viewpoint - The announcement extends the personal income tax policy supporting residents in purchasing new housing, providing tax refunds for individuals selling their homes and buying new ones within one year from January 1, 2026, to December 31, 2027 [1][3]. Group 1: Tax Refund Policy - From January 1, 2026, to December 31, 2027, taxpayers selling their own homes and purchasing new ones within one year will receive a tax refund on the personal income tax paid on the sale of their current home [1][3]. - If the purchase price of the new home is greater than or equal to the selling price of the current home, the entire personal income tax paid will be refunded. If the new home purchase price is less, the refund will be proportional to the ratio of the new home price to the selling price of the current home [3]. Group 2: Eligibility Criteria - Taxpayers must sell and repurchase homes within the same city, defined as the entire administrative area of the same municipality, sub-provincial city, or prefecture-level city [4]. - The seller of the current home must be directly related to the buyer of the new home, being the owner or one of the owners of the new home [5]. - Eligible taxpayers must provide valid sale and purchase contracts and other required materials to the tax authority for tax refund processing [5]. Group 3: Information Sharing Mechanism - Local housing and urban-rural development departments are required to establish an information-sharing mechanism with tax authorities to ensure timely access to housing transaction contract information for tax refund audits [5].

Core Viewpoint - The adjustment of the financing margin ratio from 80% to 100% aims to promote a healthier long-term upward trend in the market, reflecting regulatory measures based on market conditions [1][3]. Group 1: Financing Margin Ratio Adjustment - On January 14, the China Securities Regulatory Commission approved the adjustment of the minimum financing margin ratio for buying securities from 80% to 100%, applicable only to new financing contracts [2]. - Historical adjustments of the financing margin ratio have occurred multiple times, with the initial ratio set at 50% when the margin trading was launched [3]. Group 2: Growth of Margin Trading Balance - The A-share margin trading balance has rapidly increased, surpassing 1 trillion yuan since September 24, 2024, driven by improved market profitability [4]. - As of January 13, the total margin trading balance reached approximately 26,829.92 billion yuan, accounting for 2.59% of the A-share circulating market value, with a financing balance of 26,653.91 billion yuan [1][5]. Group 3: Market Impact and Analyst Insights - Analysts suggest that the impact of the margin ratio increase will primarily affect market sentiment rather than significantly reduce the actual margin trading scale, as existing contracts will remain under previous regulations [6]. - The adjustment is viewed as a counter-cyclical measure to prevent excessive leverage in financing transactions, thereby reducing potential market volatility risks [6]. Group 4: Future Market Outlook - Many institutions remain optimistic about the long-term upward trend of the Chinese stock market, identifying structural opportunities driven by favorable liquidity and regulatory environments [8]. - Analysts predict that the A-share market will continue to exhibit structural characteristics, with a focus on sectors such as high-end manufacturing, cultural consumption, and passive investment strategies [9].

Core Viewpoint - The Japanese stock market has reached a new historical high, with the Nikkei 225 index surpassing 54,000 points, reflecting strong market performance despite rising bond yields and concerns over fiscal policy due to potential early elections [1][3]. Group 1: Stock Market Performance - On January 14, the Nikkei 225 index opened high and closed with a gain of nearly 1.5%, reaching 54,341 points, marking a historical peak [1][3]. - The index has seen a cumulative increase of over 4,000 points since the beginning of 2026, representing an approximate rise of 8% [3]. Group 2: Bond Market Dynamics - Japanese government bonds faced significant selling pressure, with the 10-year bond yield rising to 2.18%, the highest level since February 1999 [2][7]. - The 5-year bond yield also reached a record high of 1.615%, while the newly issued 20-year bond yield climbed to 3.165%, setting a new historical benchmark [7]. Group 3: Currency Fluctuations - The Japanese yen weakened significantly, trading at 159.456 yen per dollar, the lowest since July 2024 [8]. - Analysts suggest that if the yen falls below 161, it may trigger intervention to stabilize the currency, potentially impacting expectations for interest rate hikes by the Bank of Japan [8]. Group 4: Political Developments - Prime Minister Kishi Sanae is expected to dissolve the House of Representatives on January 23, leading to early elections, which may affect fiscal policy and market stability [9][10]. - Concerns are rising regarding the potential for increased fiscal risks if the ruling party wins the upcoming elections, as it may lead to more expansive fiscal policies [10].

国务院新闻办公室将于2026年1月15日（星期四）下午3时举行新闻发布会，请中国人民银行新闻发言 人、副行长邹澜，国家外汇局新闻发言人、副局长李斌介绍货币金融政策支持实体经济高质量发展成效， 并答记者问。 来源：国新办 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 责编：王璐璐 校对：许欣 百万用户都在看 "降息大门关闭！"美联储，预期突变！ 局势升级！俄罗斯，大规模袭击！发射7枚巡航导弹！英国，重大宣布！ 最高猛增520%！A股批量晒出超级"战报"，一晚7家官宣净利翻倍 利好突袭！杭州"六小龙"，传出大消息！ 刚刚！特朗普宣布进入国家紧急状态！ 看券商中国 知天下财经 F 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 ...