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 尾盘异动！601899，现巨额压单！ 丨 涨停潮！A股有色金属板块爆发 丨 金价，大涨！突破 5000美元/盎司 丨 腾讯宣布：春节分10亿元现金 丨 688115，终止重大资产重组！ 丨 两大牛股， 停牌核查！深交所已暂停部分投资者交易 丨 002155，披露重组预案！明日复牌！ 丨 突传重磅！三 星NAND闪存，涨价100%！ 丨 2026年北京GDP目标定了！ 版权声明 近段时间以来，日本社会治安不靖，针对中国公民违法犯罪案件多发。部分地区连续发生地 震，造成人员受伤，日本政府已就后续地震发出警告。中国公民在日本面临严重安全威胁。 农历春节临近，外交部和中国驻日本使领馆提醒中国公民近期避免前往日本，提醒已在日中 国公民密切关注当地治安形势，以及地震和次生灾害预警信息，提高安全防范意识，加强自 我保护。如遇紧急情况，请及时报警并联系驻日使领馆寻求协助。 来源：领事直通车 责编：叶舒筠 校对： 廖胜超 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 ...

END 商务部副部长鄢东1月26日在国新办新闻发布会上表示，2025年中美双方秉持平等、尊重和 互惠精神，先后开展了五轮经贸磋商，取得了一系列积极成果，充分证明中美双方通过平等 对话磋商能够找到解决问题的办法。两国元首釜山会晤后，双方通过中美经贸磋商机制，在 各层级持续保持沟通，共同推动落实元首会晤重要共识和吉隆坡经贸磋商成果。下一步，中 方愿与美方本着相互尊重、和平共处、合作共赢原则，共同维护好、落实好两国元首重要共 识，用好中美经贸磋商机制，管控分歧、推进合作，维护两国经贸关系稳定、健康、可持续 发展。 来源：新华网 责编：叶舒筠 校对： 廖胜超 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 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 尾盘异动！601899，现巨额压单！ 丨 涨停潮！A股有色金属板块爆发 丨 金价，大涨！突破 5000美元/盎司 丨 腾讯宣布：春节分10亿元 ...

今日，上海期货交易所发现3组16名客户在锡、白银期货品种交易中涉嫌未申报实际控制关 系，根据《上海期货交易所交易规则》《上海期货交易所实际控制关系账户管理办法》的相 关规定，决定对上述客户在锡、白银期货品种上采取限制开仓1个月以及限制出金的监管措 施。 上期所出手。 上期所：对相关客户采取限制开仓、限制出金监管措施 上期所调整铜、铝期货相关合约涨跌停板幅度和交易保证金比例 1月26日，上期所发布通知，经研究决定，自2026年1月28日（星期三）收盘结算时起，涨 跌停板幅度和交易保证金比例调整如下： 铜期货已上市合约的涨跌停板幅度调整为9%，套保 持仓交易保证金比例调整为10%，一般持仓交易保证金比例调整为11%； 铝期货已上市合约 的涨跌停板幅度调整为9%，套保持仓交易保证金比例调整为10%，一般持仓交易保证金比例 调整为11%。 如遇《上海期货交易所风险控制管理办法》第十三条规定情况，则在上述涨跌 停板幅度、交易保证金比例基础上调整。 关于涨跌停板和交易保证金的其他事项按《上海期 货交易所风险控制管理办法》及相关业务规则执行。 综合自： 上期所 责编：叶舒筠 上期所调整白银、锡期货相关合约交易限额 1月26 ...

截至收盘，上证指数收报4132.61点，下跌0.09%；深证成指收报14316.64点，下跌0.85%；创业板指收报3319.15点，下跌0.91%。两 市合计成交32482.03亿元，较上一交易日增加1629.79亿元。 沪深300今日主力资金净流出95.23亿元，创业板净流出281.49亿元。 | | | 各板块最近五个交易日主力资金净流入数据(亿元) | | | --- | --- | --- | --- | | 日期 | 沪深300 | 创业板 | 科创板 | | 2026-1-26 | -95. 23 | -281. 49 | 14. 49 | | 2026-1-23 | -10. 05 | 15. 15 | -31.71 | | 2026-1-22 | 17.99 | -4. 70 | -3. 20 | | 2026-1-21 | 154. 35 | -61. 61 | -17.06 | | 2026-1-20 | -199.71 | -388. 98 | 1.17 | | | | 尾盘资金净流入数据(亿元) | | | 2026-1-26 | 15. 52 | -6. 76 | 4. 12 | ...

Group 1 - The core viewpoint of the article is the recent implementation of new housing policies in multiple regions, aimed at stabilizing the real estate market and supporting homebuyers [1][7]. Group 2 - On January 26, Tianjin announced new housing provident fund policies, effective from February 1, 2026, for a duration of five years [3]. - The key adjustments in Tianjin's housing provident fund policies include increasing the maximum loan limits for first and second homes, with first home limits raised from 1 million to 1.2 million yuan and second home limits from 500,000 to 1 million yuan [4][6]. - Families with two or more children and at least one minor can have their first and second home loan limits increased to 1.44 million and 1.2 million yuan, respectively [4]. - The maximum loan term for second-hand housing has been extended from 20 years to 30 years [5]. - The calculation of loan amounts for second homes has been adjusted to allow for a maximum of 20 times the balance of the housing provident fund account, up from 10 times [4][6]. Group 3 - On January 22, Xiangtan City released seven new real estate policies, including cash subsidies for home purchases, with subsidies of 8,000 yuan for homes of 144 square meters or less and 16,000 yuan for larger homes [8]. - The new policies also lower credit thresholds for families with multiple children, allowing them to reduce the number of homes counted when applying for loans [8]. - The housing provident fund support for entrepreneurial college students, young talents, and high-level talents has been enhanced, with a maximum loan limit of 2.8 million yuan for recognized high-level talents [8]. - Additional measures include optimizing land payment processes, promoting non-residential inventory reduction, and enhancing market regulation to ensure transaction safety [9].

Core Insights - The article highlights the significant growth in Hong Kong's business landscape, with a record number of companies and startups established in 2025, indicating a robust investment environment [1][2]. Group 1: Business Growth Statistics - In 2025, the number of companies with parent companies based in mainland China and overseas in Hong Kong reached 11,070, an increase of 1,110 companies or 11% from 2024 [1]. - The total employment from these companies amounted to 509,000, reflecting a 3% year-on-year increase [1]. - The number of startups in Hong Kong rose to 5,221, marking an 11% increase from the previous year, with these startups employing 19,753 individuals, a 12% increase [2]. Group 2: Sector Analysis - The majority of the 11,070 companies were engaged in import-export trade, wholesale, and retail (5,100 companies), followed by financial and banking services (2,390 companies), and professional, commercial, and educational services (1,770 companies) [1]. - The startups spanned various sectors, including fintech, information technology, biotechnology, education, and healthcare [2]. Group 3: Investment Impact - The estimated investment brought by these startups to Hong Kong's economy is approximately HKD 69.4 billion, a growth of about 2% compared to 2024 [2]. - These startups are expected to create 10,748 new jobs across various industries, with around 20% of these positions being management or professional roles, which is an increase of over 57% from 2024 [2]. Group 4: Government Initiatives - The Hong Kong government has implemented several initiatives to enhance its investment appeal, including the establishment of a "Mainland Enterprises Going Global Task Force" to support mainland companies in expanding overseas [3]. - A comprehensive policy package aimed at attracting high-value industries and potential enterprises is being developed, which includes land grants, price reductions, and tax incentives [3]. - The ongoing development of the Northern Metropolis is expected to provide significant growth opportunities for both mainland and overseas companies, with legislative work anticipated to be completed by 2026 [3]. Group 5: Future Outlook - The Hong Kong Investment Promotion Agency plans to align with the national "14th Five-Year Plan" and strengthen collaboration with other Greater Bay Area cities to enhance Hong Kong's role as a hub for bilateral investment [4]. - The focus will be on attracting high-growth potential companies to establish a presence in Hong Kong, showcasing its capabilities as a cross-border collaboration platform [4].

在腾讯的各季财报中，AI更是出现频率最高的词汇，AI也已渗透进腾讯业务的各个环节，极大提升 了相关业务的效率。但在C端的应用上，相比起豆包和DeepSeek，市场对腾讯旗下的元宝关注量相 对较少，在QuestMobile最新公布的AI原生App的周活跃用户数中，元宝虽然排名行业前三，但与 豆包和DeepSeek仍有较大差距。 2025年以来，从"模型军备竞赛"到DeepSeek的横空出世，国内AI应用层出不穷，互联网大厂 之间更是掀起一场AI应用大战，试图抢占这一AI时代的新流量入口。在这一场大战中， DeepSeek、头条系的豆包、腾讯系的元宝以及阿里系的千问、蚂蚁阿福各凭本事，竞相比拼。 对此，在1月26日召开的腾讯2026年员工大会上，证券时报记者了解到，面对外界AI焦虑，腾讯董 事会主席兼首席执行官马化腾在发言一开场，就给全员吃下"定心丸"，强调保持定力，专注自家节 奏。他表示："每个企业的基因不同、体质不同，腾讯的风格就是稳扎稳打。" 就在昨日（1月25日），元宝还针对春节推出了10亿现金红包激励活动，用户去手机应用市场更新 元宝APP到2.55.0版本及以上，即可参与分10亿现金红包。马化腾表示， ...

Core Viewpoint - The A-share market experienced fluctuations with significant movements in various sectors, particularly in precious metals and biotechnology, while the commercial aerospace sector faced a sharp decline [1][12]. Group 1: A-share Market Overview - The Shanghai Composite Index closed at 4132.61 points, down 0.09%, while the Shenzhen Component and ChiNext Index fell by 0.85% and 0.91%, respectively [1]. - A total trading volume of approximately 3.28 trillion yuan was recorded, an increase of over 160 billion yuan from the previous day [1]. - Over 3700 stocks in the A-share market closed in the red, with notable declines in the commercial aerospace and semiconductor sectors [1]. Group 2: Precious Metals Sector - The precious metals sector showed strong performance, with silver and gold stocks gaining significantly. Silver Youse rose to a 5-day limit, while companies like Hunan Gold and Zhaojin Gold also hit the limit [3][4]. - Spot gold prices reached a historic high of $5100 per ounce, driven by factors such as moderate U.S. inflation data and geopolitical uncertainties [5]. - Institutional analysis indicates that the ongoing rise in gold prices is supported by increased investment demand and central bank purchases, suggesting a robust long-term outlook for gold and silver [5]. Group 3: Biotechnology Sector - The biotechnology sector saw a surge, with companies like Hualan Biological and Jindike hitting the 20% limit, and others like Zhifei Biological rising nearly 15% [7][8]. - The rise in the sector is partly attributed to the emergence of the Nipah virus in India, prompting increased demand for related testing products [9][10]. Group 4: Commercial Aerospace Sector - The commercial aerospace sector experienced a significant drop, with companies like Shaoyang Hydraulic and Haoshi Electromechanical falling by approximately 14% [12]. - China Satellite issued a risk warning, indicating that its stock price had risen significantly without fundamental changes, highlighting the risks of market speculation [12][14].

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 美国总统特朗普日前称，若加拿大同中国达成贸易协定，美方将对所有加拿大进口商品征收 100%关税。 对此，外交部发言人郭嘉昆26日在例行记者会上表示，中国主张各国应以共赢而非零和的理 念、合作而非对抗的方式处理国与国关系。中加构建新型战略伙伴关系，就妥善解决中加之 间经贸问题作出一些具体安排，体现了平等相待、开放包容、和平合作、共享共赢的精神， 不针对任何第三方，符合两国人民共同利益，也有利于世界和平稳定与发展繁荣 。 来源：新华社 责编：叶舒筠 校对： 刘榕枝 版权声明 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 涨停潮！A股有色金属板块爆发 丨 金价，大涨！突破5000美元/盎司 丨 腾讯宣布：春节分10亿 元现金 丨 688115，终止重大资产重组！ 丨 两大牛股，停牌核查！深交所已暂停部分投资者交易 丨 002155，披露重组预案！明日复牌！ 丨 突传重磅 ...

1月26日，俞敏洪个人社交账号发布严正声明称，近日，公司发现有个别人士在互联网平台上，恶意拼接中国食品安全报社与新东方教育科技集 团总公司或其下属机构存在间接股权投资关系的信息。此事严重失实，纯属谣言。 俞敏洪最新发声。 公司将采取法律手段追究造谣者的法律责任，绝不姑息。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 公开信息显示，中国食品安全报社成立于1994年8月，是我国食品安全领域国家级专业性新闻媒体，由中国食品工业协会主办。 综合自：俞敏洪抖音账号、长安街知事 责编：万健祎 校对： 刘榕枝 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。 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 涨停潮！A股有色金属板块爆发 丨 金价，大涨！突 破5000美元/盎司 丨 腾讯宣布：春节分10亿元现金 丨 688115，终止重大资产重组！ 丨 两大牛股，停牌核查！深交所已暂停部分投资者交易 丨 002155， 披露重组预案！明日复 ...