据新华社消息，委内瑞拉外长希尔7日通过社交媒体发文感谢中国政府支持。 "中国强烈谴责美国严重违反国际法和侵犯委内瑞拉主权的行为。"希尔写道，"委内瑞拉总统尼古拉斯·马 杜罗·莫罗斯领导的政府感谢中国政府的支持，中国政府捍卫国际法，维护委内瑞拉人民对其领土和自然 资源的完全主权。" 来源：新华社 责编：罗晓霞 校对：李凌锋 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 百万用户都在看 特朗普，突袭！刚刚，集体大跳水！ 沸腾！满屏涨停！A股，集体爆发！ A股，最新调整！ 大动作！"国家队"，重磅出手！ 俄罗斯，发动大规模打击！泽连斯基，突然宣布！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 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 ...

Core Viewpoint - AI concept stocks are experiencing a collective surge, driven by strong policy support and advancements in AI applications across various sectors [1][3][5]. Group 1: Market Performance - On January 8, AI concept stocks showed significant strength, with AI medical, AIGC, and AI intelligent agents leading the gains. Over 30 stocks in the AI sector saw a rise of 10% or more [1][3]. - Notable individual stock performances included Baoxin Software and Jiuxi Software, which reached their daily limit up, while Hand Information briefly hit a 20% limit up [1][3]. Group 2: Policy Support - The Ministry of Industry and Information Technology (MIIT) and eight other departments issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'," emphasizing the acceleration of intelligent medical equipment innovation and the integration of AI in major technological equipment [3]. - The MIIT also released the "Action Plan for the Integration of Industrial Internet and Artificial Intelligence," promoting the development of intelligent system integration solutions among industrial enterprises [3]. Group 3: Future Projections - According to a report by CCID Research Institute, China's AI industry is expected to maintain rapid growth, with smart computing power projected to exceed 35% by 2026, and domestic chips achieving large-scale applications in certain scenarios [5]. - The report anticipates advancements in large model technology, focusing on physical cognition, reasoning efficiency, and architectural innovation, alongside improvements in data quality and openness [5]. Group 4: Investment Opportunities - Guosen Securities highlighted that the demand for reasoning capabilities is expected to explode by 2026, particularly in programming scenarios and AI agents, with significant revenue growth observed in AI programming software and AI agents [6]. - The report noted that major internet companies are accelerating AI applications and commercial monetization, which may lead to increased demand for AI reasoning and benefit domestic computing power [6][7]. Group 5: Technological Innovations - The launch of Alibaba Cloud's multimodal interaction development kit, which integrates various foundational models and tools for AI applications, signifies a major step in AI hardware innovation [4]. - The potential for breakthroughs in AI hardware, such as AI glasses and AI headphones, is expected to enhance human-computer interaction experiences [7].

根据Wind数据，截至2025年12月31日，FOF全年收益的头部收益中位数为12.89%，算术平均数为11.83%。在 整体收益水平稳步提升的同时，头部产品的收益分化也进一步加大，部分FOF在特定市场环境下实现了显著的 超额回报，2025年内共有5只产品的总回报超过50%。 从具体表现来看，国泰优选领航一年持有以66.14%的年度收益率位居前列，成为2025年内FOF产品中的突出代 表。与此同时，易方达优势回报A、国泰行业轮动A、易方达优势领航六个月持有A以及易方达优势驱动一年 持有A等多只产品，年度收益亦均超过50%，显示出部分FOF在权益行情中的较强捕捉能力。 2025年，在权益市场环境改善的背景下，FOF全年收益水平较前期有所抬升，部分产品取得了可观的回 报，FOF这一品类重新回到市场视野。 从数据上看，2025年FOF的全年平均收益已超过10%，整体业绩稳健。与此同时，有多只FOF产品的总回报超 过50%，在权益行情修复阶段展现出一定的收益弹性。 进一步来看，FOF产品的表现改善，既受益于底层权益资产的回暖，也与其自身的产品结构有关。通过组合化 配置与基金筛选机制，FOF在不同市场环境中具备一定的适 ...

Core Viewpoint - The article highlights a significant surge in the military industry stocks in the A-share market following U.S. President Trump's proposal to increase the military budget to $1.5 trillion by 2027, which represents a 66% increase from previous levels [2][6]. Group 1: Market Reaction - On January 8, military stocks in the A-share market experienced a broad rally, with the Wind military index rising over 4%. Notable stocks such as Shaoyang Hydraulic and Hahai Huantong reached the 20% limit up, while others like Jianglong Shipbuilding and Dongtu Technology surged over 10% [4][6]. - Specific stock performances included Shaoyang Hydraulic at 49.60 with a 20.01% increase, Hahai Huantong at 63.56 with a 19.99% increase, and several others achieving around 10% gains [5][6]. Group 2: U.S. Military Budget Proposal - Trump's proposal for the 2027 military budget aims to address current global instability, with a 2026 budget set at $901 billion. This increase is framed as a move to build a "dream army" for the U.S. [2][6]. - The proposal follows Trump's recent military actions and threats, including potential interventions in Venezuela and other regions, emphasizing a proactive military stance [7][8]. Group 3: Future Outlook - Analysts from Dongfang Securities anticipate that the military sector will see a resurgence as new equipment construction plans are clarified, with a focus on unmanned systems and deep-sea technology. The military sector is expected to benefit from both domestic and international demand [10]. - Guosheng Securities predicts a gradual recovery for the military industry, with an upward trend expected from 2026 to 2028 due to accumulated orders and new expectations from the upcoming five-year plan [10].

Core Viewpoint - The article discusses the emergence of a new type of financial crime involving a gang that exploited legitimate futures accounts to conduct illegal trading through a split-account software, ultimately profiting from high fees and commissions [1][2]. Group 1: Financial Crime Trends - The Beijing Chaoyang District Prosecutor's Office reported a significant illegal trading case where criminals used split-account software costing 5,000 yuan to conduct illegal futures trading, with a total transaction volume reaching 437 million yuan [2]. - The case led to the conviction of two individuals, Wang and Qian, who were sentenced to one year in prison with a one-year probation and fined for illegal business operations [2]. Group 2: Split-Account Software Mechanism - The split-account software allowed a legitimate futures account to be divided into up to 15 independent trading ports without any real-name registration, enabling clients with poor credit or insufficient trading experience to bypass regulatory scrutiny [3]. - The software facilitated 6,013 trades totaling 437 million yuan from May to August 2024, highlighting the scale of the illegal activities [4]. Group 3: Recruitment and Operational Strategies - The gang lured clients by advertising for "elite traders," promising substantial capital for trading accounts and high profit-sharing arrangements [5]. - The operational model included a risk-hedging strategy where traders could trade without margin, with the company absorbing losses up to 8%, while also having a risk-transfer model requiring traders to deposit significant margins [7]. Group 4: Illegal Futures Brokerage Activities - The gang constructed a complete illegal futures brokerage operation, from virtual account creation to transaction execution and fund settlement, without any legitimate brokerage qualifications [8]. - The actual profits from the illegal activities were determined to be around 1.05 million yuan, despite the high transaction volumes, leading to a prosecution based on the actual funds involved [8].

1月8日，"海底捞小便"事件当事人唐某及其父母在《人民法院报》3版刊登《致歉声明》。 截图来源：1月8日出版的《人民法院报》 当事人唐某称："我深刻认识到自己的错误行为，在此向四川新派餐饮管理集团有限公司、上海捞派餐饮管理 有限公司表示真诚的歉意。我也接受到了来自家长、学校、公安、法院，以及网络广大消费者的批评与教育， 我会吸取深刻的教训，改过自新。 长大后，我要努力成为一位对家庭，对国家，对社会有担当的人。 " 肇事者父母称："作为监护人，我们对于孩子做出的不当行为深表歉意！对判决结果没有异议，今后一定引以 为戒，加强对孩子的教育，引导他成长为一名行为规范的好公民。" 此前报道 2025年3月，一条海底捞火锅店内有人"向火锅小便"的短视频引发广泛关注。上海黄浦警方对涉案的唐某 （男，17岁）和吴某（男，17岁）作出行政拘留处罚。 同年9月12日， 上海市黄浦区人民法院 对原告四川某餐饮管理集团有限公司（以下简称四川某餐饮公司）、 上海某餐饮管理有限公司（以下简称上海某餐饮公司）与被告唐某、吴某及唐某父母、吴某父母名誉权纠纷、 财产损害赔偿纠纷案作出一审宣判。 法院判决唐某及其父母、吴某及其父母在保护未成年人 ...

Core Viewpoint - The Hang Seng Index Company announced that the results of the fourth quarter review of the Hang Seng Index series will be announced on February 13, 2025, with changes to the constituent stocks effective from March 9, 2025 [1]. Group 1: Stock Adjustments - Multiple institutions and big data platforms predict that over 40 stocks will be included in the Hong Kong Stock Connect, while more than 20 stocks may be removed due to insufficient market capitalization [2][5]. - The market capitalization threshold for stocks to enter the Hang Seng Composite Index and Hong Kong Stock Connect is approximately HKD 93.07 billion, while the threshold for removal is HKD 61.15 billion [6]. - A total of 43 companies meet the inclusion criteria for Hong Kong Stock Connect, with leading stocks including JD Industrial, Innovation Industry, and Dipo Technology [7]. Group 2: Industry Focus - The potential inclusion list highlights a strong focus on new economy and technology stocks, with significant representation from the information technology and healthcare sectors [10]. - The information technology sector leads with 15 potential inclusions, followed closely by healthcare with 14, while traditional financial sectors see only 4 new potential stocks [10]. Group 3: Market Dynamics - The dynamic adjustment mechanism of Hong Kong Stock Connect enhances liquidity premiums for related industries and improves the overall representativeness and attractiveness of the Hong Kong market [12]. - Continuous expansion and precise adjustments of Hong Kong Stock Connect deepen the interconnection between mainland and Hong Kong capital markets, reinforcing Hong Kong's position as an international financial hub [12]. - The market is expected to experience fluctuations and structural differentiation by 2026, driven by factors such as global liquidity easing and sustained inflow of southbound funds [12].

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 责编：罗晓霞 校对： 李凌锋 百万用户都在看 特朗普，突袭！刚刚，集体大跳水！ 沸腾！满屏涨停！A股，集体爆发！ A股，最新调整！ 大动作！"国家队"，重磅出手！ 俄罗斯，发动大规模打击！泽连斯基，突然宣布！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 当地时间1月7日，美国白宫发布声明表示，美国总统特朗普当日签署了一份总统备忘录，指示美国 退出66个"不再符合美国利益"的国际组织。该备忘录命令所有行政部门和机构停止参与和资助35个 非联合国组织和31个联合国机构。 来源：央视新闻 F ...

Core Viewpoint - The article discusses the recent comments made by a Chinese defense spokesperson regarding Japan's military expansion and nuclear ambitions, emphasizing the concerns of the international community, particularly Southeast Asian nations, about Japan's militarization efforts and the potential revival of militarism [1]. Summary by Sections Japan's Military Expansion - The Japanese government is reportedly considering nuclear capabilities and has significantly increased its budget for "government security enhancement support," which includes providing advanced military equipment to Southeast Asian countries [1]. International Response - There is a growing criticism from the international community, including Southeast Asian nations, regarding Japan's military actions. The spokesperson highlights that Japan is not reflecting on these criticisms but is instead escalating its military buildup and arms exports [1]. Concerns Over Militarism - The spokesperson warns that Japan's actions reveal the dangerous intentions of right-wing forces in Japan to promote militarization and revive militarism, urging peace-loving nations to recognize and counter Japan's ambitions to prevent a resurgence of militarism [1].

委内瑞拉作出重大决定。 1月8日，据央视新闻，当地时间1月7日，委内瑞拉代理总统罗德里格斯主持召开工作会议，会议期间，罗德里 格斯提出三项基本方针：营救马杜罗及第一夫人弗洛雷斯；保障全国和平；在当前挑战面前维持政治治理能 力。 前一日，委内瑞拉还宣布了重大人事任命，罗德里格斯任命古斯塔沃·洛佩斯将军为总统卫队新任指挥官，任 命该国前央行行长卡利斯托·奥尔特加担任部长理事会副主席并分管经济。 委内瑞拉宣布 当地时间1月7日，委内瑞拉代理总统罗德里格斯主持召开工作会议，制定捍卫和平与国家主权的目标。 会议期间，罗德里格斯提出三项基本方针：营救马杜罗及第一夫人弗洛雷斯；保障全国和平；在当前挑战面前 维持政治治理能力。罗德里格斯呼吁实现团结一致，根据既定经济计划保障国内生产。 据新华社消息，委内瑞拉首都加拉加斯7日举行民众游行集会，呼吁捍卫国家主权，要求美国释放委总统马杜 罗及其夫人弗洛雷斯。这次游行在加拉加斯市中心举行。当地媒体估计约有数千名民众参与。 另外，委内瑞拉新闻和通讯部长尼亚涅斯于当地时间6日通过社交媒体发文说，罗德里格斯任命古斯塔沃·洛佩 斯将军为总统卫队新任指挥官。 罗德里格斯当地时间6日任命该国前央 ...