Group 1 - The tax authorities are enhancing publicity and guidance on the taxation of residents' overseas income, reminding taxpayers to self-check their income from abroad for the years 2022 to 2024 [1] - According to tax collection laws, if taxpayers fail to declare or miscalculate their taxes, the tax authorities can recover unpaid taxes and late fees within three years; cases of tax evasion will be legally processed [1] - Taxpayers are obligated to declare their income from both domestic and foreign sources, which is a common international practice aimed at preventing cross-border tax evasion and protecting national tax rights [1]

Core Viewpoint - The article discusses the release of the "Regulations on the Supervision and Management of Derivative Transactions (Trial) (Draft for Comments)" by the China Securities Regulatory Commission (CSRC), which aims to support derivative trading in managing risks and serving the real economy while enhancing monitoring and regulation to effectively prevent risks [1]. Group 1 - Derivative trading includes swap contracts, forward contracts, and non-standard options, playing a crucial role in risk management and resource allocation within China's multi-layered risk management market [1]. - The "Regulations" are a concrete measure to implement the decisions of the Central Committee and the State Council, as well as to advance the implementation of the "Futures and Derivatives Law" [1]. - The regulations establish unified supervisory requirements for various derivative operating institutions under the principle of functional regulation, promoting a standardized and healthy market development [2]. Group 2 - The direction for the development of the derivative market is clarified, emphasizing its positive functions in risk management and resource allocation, while encouraging hedging activities and limiting excessive speculation [2]. - The regulations enhance the business rules related to derivative transactions, ensuring that margin records, custody, and usage are well managed, and that margins are prioritized for transaction settlements [2]. - A comprehensive regulatory framework is established to better prevent and mitigate financial risks, allowing the CSRC to implement counter-cyclical management of derivative transactions [2]. Group 3 - Clear "red lines" are set for all parties involved in derivative trading, prohibiting market manipulation, insider trading, and other illegal activities, with specified legal responsibilities for violations [3]. - The regulations are designed to be inclusive and adaptable, detailing the margin requirements for performance guarantees and allowing for various forms of margin [3]. - The standards for investor suitability are defined, requiring traders to meet the professional trader standards set by the CSRC, with the possibility for industry associations to establish differentiated standards [3]. Group 4 - The CSRC has actively solicited opinions on the regulations and has incorporated reasonable suggestions to enhance the adaptability and inclusiveness of the "Regulations," further refining the business rules and internal management requirements for derivative operating institutions [4].

近期，国家网信办会同工业和信息化部等部门聚焦挑动群体对立、炒作负面话题、开展不规范测评等突出 问题，持续深入开展汽车行业网络乱象专项整治，依法依约处置一批违法违规账号。现将部分典型案例通 报如下—— 来源：央视新闻 "降息大门关闭！"美联储，预期突变！美国重磅数据出炉！ 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！ 违法和不良信息举报电话：0755-83514034 "万能的大熊"等账号持续发布贬损性信息，挑动消费群体对立。 微博账号"万能的大熊""诗人书法 家鲁克"、今日头条账号"捌拾贰號"、哔哩哔哩账号"大象主观说车"等，以"贴标签""污名化"等方 式拉踩引战，对特定汽车品牌用户进行人身攻击，煽动消费群体对立。涉及的账号已被依法依约采 取处置措施。 "Blood旌旗"等账号恶意炒作汽车企业负面话题，诋毁攻击汽车企业、企业家。 微博账号"Blood旌 旗""张栋伟"、抖音账号"胖哥试车"、微信公众号"五星评车"等，长期针对部分汽车产品、企业经 营模式等发表诋毁言论，恶意抹黑攻击汽车企业、企业家。涉及的账号已被依法依约采取处置措 施。 "金融飒姐喵掌门"等账号歪曲解读汽车企业财务报表，干扰 ...

美股芯片股全线狂飙。 有机构分析指出，受人工智能（AI）基建浪潮和内存需求激增的驱动，存储芯片价格或将在2026年出现"失控 式上涨"，存储行业的"超级周期"或将延续至2027年。 受公司董事罕见增持的消息刺激，今日美股盘前，全球存储芯片巨头美光科技股价直线拉升，一度大涨近 7%。与此同时，美股其他芯片巨头股价在盘前交易中亦大幅走高，闪迪大涨超6%，西部数据大涨超5%，希捷 科技大涨超4%，AMD涨超3%，台积电ADR涨超1%。 芯片巨头直线拉升 美东时间1月16日，在美股盘前交易中，美光科技股价直线拉升，一度大涨近7%，截至北京时间16日19时，涨 幅达6.55%。 | 336.630+ 最 高 | | 347.770 今 开 | 345.325 | | --- | --- | --- | --- | | +3.280 +0.98% | 最 低 | 336.270 昨 收 | 333.350 | | 成交额 | | | | | 盘前 ① 358.690 +22.060 +6.55% | | | 05:42 (美东) ^ | | 最 高 | 359.900 | 成交额 | 9153.83万 | | 最 低 | ...

据学校官网介绍，南京信息工程大学是国家"双一流"建设高校，是江苏高水平大学建设高峰计划A类 建设高校。学校前身为南京气象学院，始建于1960年，隶属原中央（军委）气象局，是新中国创办 1月14日，南京信息工程大学教务处发布一则情况通报： 的第一所气象本科院校，被誉为"气象人才的摇篮"。学校1978年被列入首批88所全国重点大学， 1993年获博士学位授予权，2000年划转江苏省人民政府主管，2004年更名为南京信息工程大学。 2007年以来，学校先后实现了江苏省人民政府、中国气象局、教育部、国家海洋局等多方共建。现 为以江苏省管理为主的中央与地方共建高校。 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 综合自： ...

Macro Dynamics - The China Securities Regulatory Commission (CSRC) emphasizes the need to promote the optimization plan for qualified foreign institutional investors and expand the range of specific futures products open to foreign investors, enhancing cross-border investment and financing convenience [2] - The People's Bank of China and the Bank of Canada have renewed a bilateral currency swap agreement with a scale of 200 billion RMB, effective for five years, to strengthen financial cooperation and facilitate bilateral trade and investment [3] Regulatory Updates - The newly released regulations on the responsibilities of live-streaming e-commerce operators regarding food safety will take effect on March 20, 2026, detailing prohibitions on certain food products [5] Market Data - On January 16, A-shares saw a collective decline with the Shanghai Composite Index down by 0.26%, Shenzhen Component down by 0.18%, and the ChiNext Index down by 0.2%. The total trading volume was approximately 30,263.22 billion RMB, an increase of about 1,207.59 billion RMB from the previous trading day [11] - The Hong Kong stock market closed with the Hang Seng Index down by 0.29% and the Hang Seng Tech Index down by 0.11%, with semiconductor stocks showing significant activity [12] Company Dynamics - Debon Securities announced that its stock will be suspended from trading on January 21, 2026, pending a shareholder meeting regarding its delisting, with a cash option registration date set for February 6, 2026 [13] - Northern Rare Earth expects a net profit attributable to shareholders of 2.176 billion to 2.356 billion RMB for 2025, representing a year-on-year increase of 116.67% to 134.60%, driven by market demand and operational improvements [15]

Core Viewpoint - Nvidia significantly revised its data center copper demand estimates, reducing the copper busbar requirement per gigawatt from 500,000 tons to 200 tons, leading to a downward adjustment in market expectations for future copper demand [1][2][3]. Group 1: Nvidia's Revision Impact - Nvidia's correction indicates that previous market expectations regarding severe copper shortages due to data centers were overly aggressive [1][2]. - The adjustment suggests that the total copper demand for data centers, if global capacity reaches 219 gigawatts, would only require approximately 44,000 tons of copper, which is just 0.15% of annual copper production [3]. Group 2: Market Reactions - Following Nvidia's announcement, copper prices on the London Metal Exchange (LME) dropped significantly, with a decline of 2.84% on the day of the news [2]. - Analysts from Goldman Sachs warned that most of the copper price increases may have already occurred, and future price corrections are likely [1][3]. Group 3: Broader Industry Context - The copper market has seen a 40% increase over the past year due to rising demand from AI data centers and tightening global supply [5]. - Rio Tinto's agreement to supply copper to Amazon for its AI data centers highlights the competitive landscape for critical mineral resources, although the projected output from their new extraction technology may only meet a small fraction of Amazon's needs [5]. Group 4: Future Demand Projections - Standard & Poor's forecasts that copper demand will grow from 28 million tons annually in 2025 to 42 million tons by 2040, with AI and data centers contributing a relatively small portion of this demand [3].

Core Viewpoint - The article discusses the significant trading activity in broad-based ETFs on January 16, highlighting a record trading volume amidst market adjustments, indicating a shift in investor strategies and preferences [1][3][4]. Trading Activity - On January 16, multiple indices opened higher, but broad-based ETFs, including the CSI 300 ETF and A500 ETF series, experienced substantial trading volume and volatility, with total market turnover reaching 3.03 trillion yuan, an increase of 120.8 billion yuan from the previous trading day [1][3]. - Nine ETFs recorded trading volumes exceeding 10 billion yuan, with the top two being the Huatai-PineBridge CSI 300 ETF and the Huaxia CSI 300 ETF, achieving trading volumes of 25.923 billion yuan and 22.705 billion yuan, respectively [4]. - The turnover rate for the Huaxia A500 ETF reached 30.64%, indicating high trading activity, while other ETFs also showed significant turnover rates above 20% [4]. Investor Behavior - Fund managers interpret the increased trading volume in core broad-based ETFs as a response to recent regulatory changes, suggesting that investors are adjusting their positions to manage risks and capitalize on market opportunities [5]. - The risk appetite for A-share heavyweight stocks has seen limited elevation, with the CSI 500 index's risk preference rising rapidly, nearing a two-standard deviation position since the beginning of the year [5]. ETF Characteristics - Despite slight declines in some indices, sectors like the semiconductor industry showed strength, leading to gains in several technology-themed ETFs, such as the Penghua Sci-Tech 100 ETF, which saw a trading volume of approximately 700 million yuan and a rise of 3.29% [6]. - Broad-based ETFs are increasingly recognized for their liquidity and utility in market participation, serving as important tools for investors to manage positions and mitigate short-term volatility risks [7]. - The growing trading volume of broad-based ETFs reflects a broader acceptance of index investing, with these instruments being utilized not only for long-term allocations but also for tactical market positioning [7].

据新华社消息，据新西兰媒体报道，新西兰外交部发言人16日表示，已暂时关闭该国驻伊朗大使馆并撤 离外交人员。 百万用户都在看 上交所出手，暂停国晟科技部分投资者账户交易！浙江证监局也有动作 李湘，突发！多平台被禁止关注，1分钟广告报价达30万！名下14家公司已注销 热门资产，直线跳水！高盛，突然空袭！ "降息大门关闭！"美联储，预期突变！美国重磅数据出炉！ 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！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 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：廖胜超 ...

1月16日，外交部发言人郭嘉昆主持例行记者会。 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 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 今日俄罗斯记者提问， 日本与菲律宾签署军事协议，加强军事后勤互助。 日本方面表示，日本也将向 菲律宾提供数百万美元安全援助，以加强双方所谓 "准同盟" 关系。请问中方对此有何评论？若协议生 效，中方如何评估对地区和平稳定可能造成的影响？ 郭嘉昆表示，中方一贯认为， 国家间开展合作不应针对第三方或损害第三方的利益，不应破坏地区的和 平与稳定。 日本军国主义曾在二战期间侵略菲律宾，以武力和胁迫手段迫害菲律宾人民和盟国军人， 残忍杀害中国外交领事官 ...