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给AI、低空经济 “上保险” 有多难?三大痛有待破解
证券时报· 2026-01-28 09:36
Core Viewpoint - The article discusses the emergence of various innovative technology insurance products in China, highlighting their role in mitigating risks associated with technological innovation and encouraging entrepreneurship in high-risk sectors [1][3]. Group 1: Technology Insurance Overview - Technology insurance provides risk coverage and financial support for technology research, results transformation, and industrial promotion, categorized into activity insurance and entity insurance [3]. - The development of technology insurance in China spans over 30 years, offering substantial risk coverage to thousands of enterprises, with a focus on different industrial stages [3]. Group 2: Policy Support and Development - Recent policies have intensified support for technology insurance, with goals set for expansion, quality improvement, and efficiency enhancement over the next five years [4]. - Local governments, including Beijing, Shanghai, and Shenzhen, have introduced policies to boost technology insurance, fostering innovation and development in their regions [5]. Group 3: Challenges in New Technology Insurance - New fields like AI and low-altitude economy face challenges due to a lack of historical loss data, complicating accurate pricing and risk assessment for insurance companies [4][11]. - The article identifies three main challenges: pricing difficulties due to rapid technological changes, complex liability attribution in accidents, and the evolving nature of loss assessment in AI industries [11][12]. Group 4: Innovative Insurance Products - Recent innovations include specialized insurance products for low-altitude aircraft and generative AI content liability, reflecting the insurance industry's adaptation to emerging technologies [1][7]. - Companies are developing comprehensive insurance solutions for AI applications, covering hardware, operational interruptions, and data security [8]. Group 5: Recommendations for Improvement - Experts suggest a multi-faceted approach to address the challenges in technology insurance, including government-led top-level design, expert collaboration, and data sharing initiatives [12][13]. - The establishment of a dynamic risk management system for AI is recommended to transition from traditional compensation models to proactive risk assessment and mitigation [12].
马云,最新发声!事关AI
证券时报· 2026-01-28 08:24
Core Viewpoint - Jack Ma emphasizes that AI presents both challenges and opportunities for rural education, advocating for a shift in educational focus from rote learning to fostering curiosity, creativity, and critical thinking in children [2]. Group 1: AI in Education - AI is seen as a challenge for rural education but also as an opportunity to return to the essence of education [2]. - The focus should shift from competition with AI in calculations and memory to teaching children how to effectively use AI [2]. - The educational goal in the AI era should be to encourage students to ask diverse and meaningful questions rather than providing uniform answers [2]. Group 2: Alibaba's AI Initiatives - Since 2025, Alibaba has been deepening its investment in AI, announcing an investment of 380 billion yuan for AI infrastructure development [2]. - Alibaba aims to expand its cloud data center energy consumption by ten times by 2032 [2]. - The launch of the Qianwen App on November 17, 2025, marks Alibaba's entry into the AI consumer market, competing directly with ChatGPT, with over 10 million downloads within a week [2]. Group 3: Integration of AI in Alibaba's Ecosystem - The Qianwen App has integrated with various Alibaba ecosystem services such as Taobao, Alipay, and Fliggy, enabling AI-driven shopping functionalities [3].
实探丨“只想要回金条”!深圳水贝又有平台“跑路”,记者实探:或祸起类期货私盘!
证券时报· 2026-01-28 08:24
客户:"只想要回金条" 国际金价屡创新高引发的市场乱象也引发关注。 近日,深圳水贝黄金珠宝市场再次发生黄金预定价平台"跑路"事件,深圳市杰我睿珠宝有限公司及多个关联线上平台出现兑付困难,波及全国多地投资 者。证券时报记者立即前往水贝进行实探。 祸起"定价业务" 企查查信息显示,杰我睿成立于2014年,主营业务为有色金属及矿石批发。该公司原为水贝地区黄金原料交易商,从上游供货方采购、回收黄金原料,向 下游小商户供货。不过,与此前出现"跑路"的粤宝鑫等黄金料商不同,杰我睿业务更多元化。记者曾在去年9月与杰我睿的客服人员进行沟通,发现该公 司除常规的金银销售回收外,还经营有黄金寄存、黄金/白银定价等业务。 28日下午,证券时报记者来到杰我睿珠宝有限公司所在的水贝工业区3栋,发现整个楼层已被封锁,楼下聚集了一些受害者。 (水贝工业区3栋的公司招牌 吴家明/摄) 一位受访者告诉记者,她是通过社交平台了解到杰我睿,前后购买了一些定价订单,累计投入本金达到200万元,但现在这些资金均无法提取。"当时,我 们是参与了定价业务,但都以为是购买实体金条,有需要的时候就可以提取金条。去年12月,杰我睿公司还照片回应称公司资金充裕, ...
印度一飞机坠毁,机上人员全部遇难
证券时报· 2026-01-28 08:24
综合自:央视新闻 责编:李丹 校对: 高源 当地时间28日上午,印度马哈拉施特拉邦副首席部长阿吉特·帕瓦尔乘坐的一架庞巴迪里尔45喷气式飞 机从孟买起飞,8时45分在该邦浦那地区一机场尝试降落时失控坠毁起火。 △事故现场 机上载有帕瓦尔及其安保人员,另有2名机组人员,据了解,机上6人全部遇难。 事故原因尚待查明。 版权声明 证券时报各平台所有原创内容,未经书面授权,任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理,微信ID:SecuritiesTimes END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 现场视频来了!黄仁勋已到深圳,现身公司楼下,"周边经济链"浮现! 丨 A股黄金概念股,涨停 潮! 丨 深圳一珠宝公司被曝经营异常?罗湖通报:正在核查中 丨 昨夜,美元崩了!道指跌超400 点 丨 中国资产,深夜拉升 丨 688380,官宣芯片涨价! 丨 明起,暂停申购!易方达黄金主题LOF 公告! 丨 中国首个!万亿城区,花落深圳南山 丨 11分钟,"地天板"!003042 ...
事关央企重组整合、“AI+”,国务院国资委最新发声
证券时报· 2026-01-28 04:43
"十四五"时期国资央企资产总额连续跨上三个重要台阶 截至2025年底,中央企业资产总额突破95万亿元。"'十四五'时期,中央企业资产总额连续跨上了三个大的台阶,年均增速达到6.9%。"国务院国资委副主 任庞骁刚介绍,另外,实现了增加值51.3万亿元,比"十三五"时期增长了44.6%;实现利润总额12.7万亿元,比"十三五"时期增长了56.2%。 前述数据体现了国资央企规模实力不断增强,而在发展质效方面,庞骁刚介绍,"十四五"时期,中央企业全员劳动生产率从每年每人的59.4万元增长到 83.6万元,年均增速达到7.1%;营业收入利润率从6.2%提升到6.7%,反映出中央企业投入产出效率的提升和市场竞争力的增强。 此外,五年来,中央企业研发投入累计超过了5万亿元,研发投入强度提高了0.27个百分点,科技人才数量增加了近50%,在科技创新、战略性新兴产业 和未来产业布局上取得了一系列重大突破,新质生产力发展正在积厚成势。 在功能作用方面,"十四五"时期,中央企业累计贡献税收12.9万亿元,比"十三五"时期增长了22.7%,为中国式现代化建设作出了突出贡献。 1 月 28 日,国新办举行新闻发布会,国务院国资委介绍 ...
金饰克价,冲上1600元
证券时报· 2026-01-28 04:43
金价还在涨。 | W | | | 伦敦金现 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | SPTAUUSDOZ.IDC | | | | | 5238.625 "F& | | | 5181.748 | 总量 | | 0 | | +56.877 | +1.10% 升盛 | | 5179.233 | 现手 | | 0 | | 最高价 | 5247.628 | 持 仓 | 0 | A | | 0 | | 最低价 | 5156.570 | 报 仓 | 0 | R | | O | | 分时 | 五日 | EK | 周K | 目K | 更多 | | | 营加 | | | | 均价:0.000 | | | | 5247.628 | | | | 1.27% 卖一 5239.225 | | | | | | | | | 5238.625 | | | | | | | | 11:19 5238.970 | 0 | | 5181.74 | | | | | 11:19 5239.038 | 0 | | | | | | 0.00% 11:19 5239.091 | | ...
A股黄金概念股,涨停潮!
证券时报· 2026-01-28 04:43
A股黄金概念股集体暴涨 今天上午A股市场整体涨跌互现,上证指数表现强于创业板指和科创50指数。截至中午收盘,上证指数上涨0.49%,深证成指上涨0.09%,创业板指下跌 0.37%,科创50指数下跌0.73%。 主要行业板块和赛道方面,若按照申万一级行业划分,有色金属、石油石化、煤炭等板块领涨,其中有色金属板块盘中涨幅一度达到5%。国防军工、汽 车、电力设备、医药生物等板块集体走弱。 概念板块方面,黄金概念成为今天上午市场最大亮点,个股掀涨停潮。其中,飞南资源、晓程科技盘中"20cm"涨停,中国黄金、招金黄金、湖南黄金、 恒邦股份等近20股盘中涨停,其中不少股票已是连续多个交易日涨停。 黄金概念再度爆发。 今天(1月28日)上午A股市场整体涨跌互现,黄金概念股集体暴涨,再度成为市场主要亮点。 不过值得注意的是,多只相关概念股昨晚进行了风险提示。 | 代码 | 名称 | . | 涨幅% | 现价 | 涨跌 | 来价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 301500 | 飞南资源 | R | 20.01 | 2 ...
马斯克,重大宣布!欧盟也有大动作!事关商业航天
证券时报· 2026-01-28 04:43
Core Viewpoint - The commercial space industry is experiencing significant developments, particularly with SpaceX's upcoming Starship V3 test and the European Union's satellite communication initiatives [1][3][8]. Group 1: SpaceX Developments - SpaceX CEO Elon Musk announced that the first test of the Starship V3 rocket will occur in six weeks, aiming to launch the next-generation Starlink V3 satellites into orbit [1][3]. - The Starship V3 features a lighter yet stronger stainless steel design, increased height by approximately 1.5 meters compared to V2, and enhanced payload capacity, allowing for longer mission durations [3][4]. - The Starlink V3 satellites will have a data transmission speed of up to 1 Tbps and a latency of less than 20 milliseconds, making them suitable for high-demand applications like finance and gaming [4][6]. Group 2: European Union Initiatives - The EU has launched its governmental satellite communication project, GOVSATCOM, which provides secure satellite communication for member states, focusing on military and government use [8][9]. - GOVSATCOM integrates existing military and commercial satellite capabilities and is expected to expand its bandwidth and coverage through partnerships [9][10]. - The IRIS2 satellite internet system, consisting of nearly 290 satellites, is anticipated to begin initial services by 2029, with the Ka military frequency already in use [10][11].
国台办:和平统一将给台湾经济社会创造巨大机遇
证券时报· 2026-01-28 04:43
1月28日,国务院台办举行例行新闻发布会。 总台记者提问:近日大陆高铁运营里程超5万公里的新闻引起岛内热议,有舆论称台湾长期饱受能源不 足、基础设施老旧等困扰,如果引进大陆的资金技术,打通中央山脉,改善华东交通等都不是问题。 从花莲、台东回台北也再也不必担心路段山崩,那才是真正的安全感。也有网友表示,期待有朝一日 可以搭乘高铁横跨台湾海峡,往来两岸,想请问发言人对此有何评论? 发言人张晗表示,大陆的高铁建设举世瞩目,"十四五"以来,大陆建成投运高铁里程超1.2万公里,128 个县迈入了高铁时代。目前高铁总里程5.04万公里,覆盖97%的50万以上城区人口城市,建成了世界上 规模最大、现代化水平最高的高速铁路网,飞驰的高铁让距离变小、让梦想变大、让远方不再遥远。 和平统一将给台湾经济社会创造巨大机遇,有强大祖国做后盾,台湾包括基础设施在内的方方面面都 会更好。 台湾同胞将同大陆同胞一道,共享我们伟大国家的尊严和荣耀,共享中国式现代化的发展成 果,迎来繁荣稳定的光明未来。 此外,会上,发言人张晗宣布,经国共两党有关方面协商,国共两党智库论坛将于2月3日在北京举 办。论坛由中共中央台办海研中心与中国国民党国政研究基 ...
现场视频来了!黄仁勋已到深圳,现身公司楼下,“周边经济链”浮现!
证券时报· 2026-01-28 04:43
1月28日,全球最高市值公司英伟达的CEO黄仁勋出现在位于深圳市南山区的英伟达半导体(深圳)有限公司(以下简称"英伟达深圳公司")楼下,身 穿黑色夹克和黑色裤子。 证券时报记者在现场了解到,黄仁勋在上午参加完英伟达深圳公司的活动后,于中午12时左右下楼,与现场人群互动并签名,随后黄仁勋乘车离开。 此 前在2025年1月,黄仁勋曾在深圳公司的年会上派发"万元大红包",包括十多个1万元和2.5万元的红包,以及五个4万元的红包,当时黄仁勋在现场表示, 下次到访时红包金额将达到10万元。 据了解,本次"中国行"黄仁勋已经陆续到访上海、北京、深圳三大城市,他分别参加了三地分公司举办的新年活动,并参与面向核心供应商的答谢活动。 除了参加年会外,本次中国行的主题是"逛吃"。在上海,黄仁勋出席了公司年会并到菜市场买菜,在北京他打卡了北京王府中环半山腰品尝云南菜,在深 黄仁勋在书上签名。 宋春雨/摄 圳他吃了八合里牛肉火锅。 不过证券时报记者观察到,在黄仁勋访华期间,一条隐秘的"周边经济链"也悄然浮现——25000元"买合影"、99999元买"签名红包",黄仁勋中国行正在成 为一部分人的"致富手段"。 现身北上深,餐厅店员称" ...