百万用户都在看 利好突袭！马斯克，重大宣布！欧盟也有大动作！事关商业航天 突发！超2900架次航班，紧急取消！这一品种狂飙70%！特大风暴，突袭美国 跨界并购！牛股尾盘，封死涨停！A股又一信号闪现 尾盘异动！A股，三大信号"闪现" 据参考消息报道，1月27日，日本首相高市早苗在东京都内的首场竞选演说时表示，"这三个月，我咬紧牙关、 全力以赴，花了30多年时间，如今站在这个位置上，或许能完成以往无法实现的工作"，说着说着还哭了。 不过有日本网友并不买账，评论道："廉价的眼泪"。 据报道，日本众议院选战正式打响，日本首相高市早苗1月27日在东京秋叶原进行了首次拉票演讲。 报道称，演讲场地设置了严密的安检措施。在演讲场地周边，有抗议人群举着"没有意义的解散"等标语对高市 早苗提出抗议。 此外，根据日本社交媒体上流传的现场视频，抗议人群还举着"遵守无核三原则"、"损害国家利益的首相高市 早苗"等标语。有抗议者大喊"高市下台"等。 综合自：参考消息、新京报 责编： 王璐璐 校对： 盘达 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A ...

中国驻以色列使馆发言人批驳社交媒体上"中国禁止以色列游客入境"的说法。 记者：近日，个别社交媒体上流传一种说法，称中国已"正式禁止所有以色列游客"入境。请使馆确认此类消息 是否属实？ 使馆发言人：关于"中国禁止以色列游客入境"的说法是虚假信息。与此类说法恰恰相反，中国持续推出签证便 利化举措，进一步便利包括以色列在内的外国朋友来华商贸、旅游、工作、学习和生活。2025年，以色列公民 申请中国签证数量同比增长44%，中国正日益成为以色列公民的重要出境旅游目的地和投资经商活跃地。 来源： 中国驻以色列使馆 发言人 责编： 王璐璐 校对： 盘达 百万用户都在看 利好突袭！马斯克，重大宣布！欧盟也有大动作！事关商业航天 突发！超2900架次航班，紧急取消！这一品种狂飙70%！特大风暴，突袭美国 跨界并购！牛股尾盘，封死涨停！A股又一信号闪现 尾盘异动！A股，三大信号"闪现" 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 ...

Core Insights - The article highlights a significant surge in interest and investment in AI technologies, particularly with the launch of the AI Agent project Clawdbot, which has gained over 58,000 stars on GitHub in less than a month, marking a 62% daily increase [1][2] - Google Cloud has announced a price increase for its data transmission services starting May 2026, with North American rates expected to double, indicating a shift in the long-standing trend of decreasing prices in the cloud services industry [2][4] Group 1: AI Agent and Market Response - Clawdbot is being referred to as the "ChatGPT moment" of 2026, with significant engagement in the tech community, including endorsements from notable figures like Tesla's former AI chief [2][3] - The demand for AI capabilities is projected to explode as AI integrates into workflows, benefiting the entire AI industry chain [3] Group 2: Data Center and Cloud Services - Google Cloud's price adjustments will affect various services, including CDN Interconnect and Direct Peering, with North American data transmission costs rising from $0.04 to $0.08 per GB, and similar increases in Europe and Asia [2] - Amazon Web Services (AWS) has also announced a 15% price increase for its EC2 machine learning capacity blocks, marking its first price adjustment in nearly 20 years, reflecting the growing demand for AI computing resources [4][5] Group 3: Investment and Infrastructure Developments - NVIDIA's investment of $2 billion in CoreWeave aims to enhance AI computing capacity, further validating the high demand for AI cloud infrastructure [4] - Alibaba has launched its Qwen3-Max-Thinking model, which boasts over 1 trillion parameters and has outperformed leading models in key performance benchmarks, indicating the competitive landscape in AI model development [5]

1月28日，据公安部经侦局发布，2025年以来，全国公安经侦部门坚持以习近平新时代中国特色社会主义思 想为指导，全面贯彻党的二十大和二十届历次全会精神，深入贯彻落实中办国办《关于依法从严打击证券 违法活动的意见》，依法严厉打击、严密防范证券期货犯罪活动，全年共办理重大证券犯罪案件200余起， 有力净化资本市场生态、保护投资者合法权益，保障资本市场高质量发展。在1月16日召开的中国证监会第 十四届稽查办案表彰奖励会上，共有28名经侦民警在参与办理证券犯罪大要案件中勇于担当、作风过硬、 成绩突出而获得表彰。 针对投资者深恶痛绝的上市公司财务造假类犯罪活动，公安经侦部门坚持毫不姑息、一查到底，对相关犯罪始 终保持严打高压态势。2025年，公安部经侦局共部署侦办70余起上市公司涉嫌犯罪案件、联合有关部门督办12 起重大财务造假类犯罪案件，从严惩治涉嫌犯罪的上市公司控股股东、实际控制人等"关键少数"，深挖财务造 假背后的挪用资金、职务侵占、背信损害上市公司利益等掏空公司资产的犯罪行为，对参与和配合造假的中介 机构及第三方"一案双查"，全面净化行业生态。 针对严重影响市场秩序的操纵市场和内幕交易等犯罪活动，公安经侦部门坚 ...

Core Viewpoint - The article emphasizes the importance of 2026 as a critical window for high-quality economic development in China, highlighting the investment strategies discussed at the 2026 Investment Strategy Summit hosted by Harvest Fund [1] Group 1: ETF Development - Harvest Fund has established a comprehensive ETF product matrix covering various sectors, including broad-based, industry, thematic, and Smart Beta ETFs, to meet diverse investor needs [2][3] - As of the end of last year, the total scale of ETFs in China exceeded 6 trillion yuan, with Harvest Fund managing approximately 330 billion yuan across 61 products, ranking among the top in the public fund market [3] - Notable ETFs include the Harvest CSI 300 ETF and Harvest CSI 500 ETF, which have shown significant net value growth rates of 20.77%, 28.18%, and 124.58% over different time frames, outperforming benchmarks [3] Group 2: Industry-Specific ETFs - Harvest Fund has launched multiple ETFs targeting high-growth sectors such as semiconductors and renewable energy, with the semiconductor ETFs achieving over 500 billion yuan in scale and the renewable energy ETF showing a net value growth rate of 44.08% [4] - The "rare earth brothers" ETFs have also performed exceptionally well, with net value growth rates of 77.40% and 90.46% over the past year [4] Group 3: Active Equity Products - In addition to passive products, Harvest Fund has developed a range of active equity funds focusing on sectors like semiconductors, AI, and advanced manufacturing, achieving impressive returns such as 47.73% over the past year for the Harvest Technology Innovation Mixed Fund [6][7] - The Harvest Global Industry Upgrade Fund has provided a global investment tool with a net value growth rate of 53.99% over the past year, while the Harvest Hong Kong Internet Core Assets Fund has also seen nearly 30% growth [8] Group 4: Investor Engagement and Services - Harvest Fund has prioritized investor engagement by developing a systematic service framework, including a mini-program for retail clients to track market trends and achieve investment goals [5] - The firm aims to cater to various investor preferences through a diverse product offering and enhanced customer service, ensuring comprehensive coverage of investment needs [5]

据《解放日报》消息，1月27日，上海市政府党风廉政建设工作会议召开，市委副书记、市长龚正出席并讲 话。市领导迟耀云、陈杰、张小宏、卢山、张亚宏、陈宇剑、舒庆、彭沉雷出席。 上述消息显示，浙江省副省长卢山，已履新上海。 公开资料显示，卢山出生于1972年5月，山东夏津人，曾任中国电子信息产业发展研究院副院长，重庆市南岸 区委常委、副区长（挂职），工信部软件与集成电路促进中心主任，中国电子信息产业发展研究院院长、党委 副书记，工信部规划司司长等职。 2021年3月，卢山赴浙江工作，任浙江省副省长、省政府党组成员。此次履新上海之前，他在浙江省政府负责 教育、科技、商务、外事、口岸等方面工作，分管省教育厅、省科技厅、省商务厅、省外办（省港澳办）、清 华长三角研究院、之江实验室，联系省台办、省科协、省侨联、省台联、省贸促会、省友协、杭州海关、宁波 海关。 综合自：解放日报、长安街知事 看券商中国 知天下财经 F 责编： 王璐璐 校对： 盘达 百万用户都在看 突发！超2900架次航班，紧急取消！特大风暴，突袭美国 利好突袭！马斯克，重大宣布！欧盟也有大动作！事关商业航天 跨界并购！牛股尾盘，封死涨停！A股又一信号闪现 尾 ...

1月27日，身家1550亿美元的英伟达创始人兼CEO黄仁勋，带着6位朋友现身深圳福田CBD，吃了一顿牛肉火 锅，最后买单800多元。 黄仁勋一行买单后，牛肉火锅店员请求与黄仁勋合影留念，黄仁勋很痛快地一口答应，还应邀在三个餐盘上签 字留念，连声称赞"深圳的牛肉既新鲜、又好吃"，表示有机会还会再来。 据公开消息显示，黄仁勋上周来华，已先后现身上海、北京等地。近年，黄仁勋每年年初，都会来到中国，参 加英伟达北京、上海、深圳等地公司年会。 综合自：南方都市报（nddaily）、深圳特区报等 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： 王璐璐 校对： 盘达 百万用户都在看 突发！超2900架次航班，紧急取消！特大风暴，突袭美国 利好突袭！马斯克，重大宣布！欧盟也有大动作！事关商业航天 跨界并购！牛股尾盘，封死涨停！A股又一信号闪现 尾盘异动！A股，三大信号"闪现" 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 quanshan ...

Core Viewpoint - The public fund industry is shifting its product supply to meet the growing demand for diversified asset allocation, with a focus on "fixed income+" and FOF products that incorporate ETFs as underlying assets [1][4]. Group 1: Product Supply Shift - The "fixed income+" strategy, which traditionally involved a mix of fixed income and equity assets, is now expanding to include ETFs and other asset types like gold and REITs [2][5]. - As of January 26, 2025, there are 11 new "fixed income+" funds being issued, with a total market size of 2.92 trillion yuan, reflecting a nearly 10% increase from the previous quarter [2][3]. - The FOF products are also gaining traction, with 15 new FOFs being issued and a total management scale of 218.9 billion yuan, marking a 16.91% quarter-on-quarter growth [3][4]. Group 2: Multi-Asset Strategy - The trend towards multi-asset allocation is becoming increasingly evident, with funds like FOF and "fixed income+" attracting significant inflows, indicating a shift in investor strategy towards more diversified portfolios [4][6]. - Investors are encouraged to achieve their investment goals with fewer fund types, which can lower costs and improve efficiency in asset allocation [6]. Group 3: Future of ETFs - There is a strong expectation for the development of multi-asset ETFs, which would enhance the flexibility of public funds in asset allocation, especially in a low-interest-rate environment [7][8]. - Recent initiatives have been announced to explore the launch of multi-asset ETFs, which would include a mix of stocks, bonds, and other asset types, reflecting the evolving investment landscape [8].

据最新消息，微软在威斯康星获批新建15个数据中心。此次批准将助力微软扩充数据中心容量，以支持其提升 算力、加速人工智能布局的雄心。此外，新增的数据中心容量，还将使微软能够锁定其从OpenAI及其他客户 那里获得的收入。 另外，当地时间周一，微软正式发布新一代高性能AI推理芯片Maia 200。随后，市场传出，SK海力士成为这 款芯片的先进内存独家供应商。有分析师预计，2026年，全球DRAM和NAND芯片的价格涨幅将超出市场预 期。 A股相关板块也集体走强，截至10点，气派科技20%涨停，中微半导、晶丰明源、富满微、国民技术等涨超 10%，康强电子、盈新发展10%涨停，兆易创新、华天科技、北京君正等纷纷跟涨。CPO等算力硬件股也集体 异动，太辰光涨超12%，亨通光电、长飞光纤等涨超6%。 微软获批新建15个数据中心 最新消息传出，微软在威斯康星州Mount Pleasant新建15个数据中心的计划获得了当地政府批准，该数据中心 位于微软正在扩建的现有数据中心附近。 CNBC报道称，新增的数据中心容量将使微软能够锁定其从OpenAI及其他客户那里获得的收入。目前，亚马 逊、谷歌和甲骨文正与微软展开竞争，争相建设 ...

Core Viewpoint - The evaluation results of market makers for the fourth quarter of 2025 have been released by the National Equities Exchange and Quotations (NEEQ), highlighting the performance and fee reduction qualifications of various securities firms [1][3]. Group 1: Market Maker Evaluation Results - Three securities firms, Northeast Securities, Kaiyuan Securities, and Shanghai Securities, ranked in the top 5% with a 100% fee reduction [2][3]. - Twelve market makers received fee reduction qualifications, with six firms in the 10%-20% ranking receiving a 50% fee reduction, including Huahuan Securities and Changjiang Securities [3]. - The rankings of some firms changed compared to the third quarter of 2025, with Guotai Haitong moving from the 10%-20% range to the 5%-10% range [4]. Group 2: Industry Trends and Strategies - The rankings of market makers show limited volatility over several quarters, indicating a stable competitive landscape among smaller firms, while larger firms maintain dominance in other areas [5]. - First Capital has focused on optimizing its market-making strategy in the New Third Board, enhancing its professional capabilities and providing liquidity to quality enterprises [5]. - As of June 2025, First Capital provided market-making services for nine enterprises, while CICC reported having 22 market-making enterprises, with 81.82% being innovative tier companies [5][6]. Group 3: Regulatory Framework and Future Directions - The evaluation guidelines for market makers have undergone multiple revisions, with the current version being from 2020, emphasizing the importance of market maker evaluations in improving market liquidity and price discovery [8]. - The NEEQ aims to continuously assess the implementation effects of the market maker system and optimize the evaluation incentive mechanism to promote the healthy development of the market maker system [8].