据新加坡《联合早报》网站1月24日报道，美国英伟达创始人黄仁勋再度前往中国，首站到访 英伟达位于上海的新办公室。 这是黄仁勋2026年首度赴华。据媒体引述多位知情人士报道，黄仁勋前往英伟达的上海新办 公室，与员工见面并回答了诸多员工关注的问题，同时回顾公司2025年主要事件。 消息人士称，黄仁勋此次赴华行程与2025年初基本一致，主要参加上海、北京和深圳分公司 的新年晚会以及供应商答谢会。 彭博社曾引述要求不具名的知情人士报道，黄仁勋将在农历新年假期前到中国参加公司活 动，预计他也将前往北京。 来源：参考消息 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 芯片巨头，暴跌超17%！ 丨 财务造假！300391，收终止上市事先告知书！股价刚4连涨停 丨 002931，18连板！深交所出手，暂停部分投资者账户交易 丨 今夜，业绩利好！30085 ...

北京市经济和信息化局等四部门关于印发《北京市关于促进商业卫星遥感数据资源开发利用的若干措施（2026-2030年）》 的通知 市各有关部门，各区经济和信息化、科技、规划、政务和数据主管部门，各有关单位： 现将《北京市关于促进商业卫星遥感数据资源开发利用的若干措施》印发给你们，请结合实际认真贯彻 执行。 北京市经济和信息化局 北京市科学技术委员会、中关村科技园区管理委员会 （北京市科学技术委员会代章） 北京市规划和自然资源委员会 北京市关于促进商业卫星遥感数据资源开发利用的若干措施（2026-2030年） 为深入贯彻落实国家关于发展商业航天、促进数据资源开发利用的相关决策部署，推进商业卫星遥感数 据资源（简称遥感数据资源）开发利用，打造天地一体、应用牵引、数智融合的卫星应用服务创新高 地，催生一批遥感数据新产品、新服务、新业态，特制定如下措施。 一、加强遥感数据资源基础能力建设 围绕产业主体、基础设施加强遥感数据资源基础能力建设，为卫星数据产业发展提供强大的市场主体支 撑、技术支撑和资源保障，提升流通效率和应用效益。 1.做强做优多元经营主体。鼓励互联网企业、地理信息企业基于商业卫星数据开发增值服务，培育"卫 ...

Core Insights - The article discusses the rapid growth of AI applications, with leading companies experiencing stock price increases of over 100% within a month, highlighting the shift from technological marvels to practical applications in the industry [2]. Group 1: AI Application Trends - The AI industry is transitioning from a focus on foundational models and computing power to the practical application of technology, which is now seen as the key differentiator for competitive advantage [2]. - The market is expected to see AI applications evolve from being merely usable to highly effective, with diverse business models emerging as a central theme for the AI industry in 2026 [2]. Group 2: Challenges in AI Implementation - Current AI models have not fully utilized their potential, with only about 10% of their capabilities being applied effectively [4]. - The competition in the AI sector is shifting towards the ability to integrate and distribute AI solutions effectively, emphasizing the importance of user experience and brand in consumer markets [4]. Group 3: Standards for AI Deployment - Successful AI implementation is defined by three key standards: the ability to assist or replace tasks in production, the capacity for rapid replication of solutions, and the transformation of capabilities into quantifiable and valuable data [6][7]. - A real-world example illustrates the importance of AI in healthcare, where an AI-assisted diagnosis led to timely medical intervention, showcasing the practical value of AI applications [7]. Group 4: Investment Trends in AI - In 2025, a total of 930 AI companies secured funding amounting to 107.07 billion yuan, with a significant concentration of investment in top AI application sectors, which captured 89% of the total funding [8]. - There is a notable disparity in funding between consumer-facing (To C) and business-facing (To B) AI projects, with To B projects attracting more capital due to their practical applications [8].

Core Viewpoint - The article discusses the ongoing tensions between the United States and Denmark regarding the sovereignty of Greenland, with U.S. President Trump asserting that the U.S. will not pay for the territory but seeks "full access" to it [4]. Group 1: U.S. Position - President Trump has repeatedly expressed interest in acquiring Greenland since taking office in 2025, stating on January 22 that the U.S. will not pay for the territory [4]. - The U.S. aims to achieve "full access" to Greenland, indicating a desire for control over the region without financial compensation [4]. Group 2: Denmark's Response - Danish Foreign Minister Lars Løkke Rasmussen emphasized that Denmark will not negotiate the sovereignty of Greenland, stating that this is a "red line" [5]. - Danish Prime Minister Mette Frederiksen reiterated that while Denmark is open to discussions on political, security, investment, and economic matters, the sovereignty issue is non-negotiable and can only be decided by Denmark and Greenland [5].

这也是时隔22年 北京时间今晚11时 U23男足亚洲杯决赛 中国队将迎战日本队 再次打进洲际赛事决赛 无论结果如何 中国男足各级别国字号球队 这支 "史上最强U23中国队" 都已经写下了属于自己的篇章 " 足球是充满变数的 我们会让特别的事情发生" 23日，中国队主教练安东尼奥携队员胡荷韬参加了赛前新闻发布会。 安东尼奥表示："我们非常激动，这对我们来说是一场历史性的比赛。我们知道这场比赛会很 艰难，我们会怀揣着巨大的梦想出战。日本队整体实力很强，不仅仅在亚洲，他们在世界足 坛层面也是如此，这就是现实情况。" 面对决赛，安东尼奥表达了充分的信心： "我们有23名球员，我们会战斗。足球是充满变数 的，有时候会发生特别的事情，我们会让特别的事情发生。" 1/4决赛，中国队对阵乌兹别克斯坦队。在对方全场"狂轰滥炸"之下，中国队始终坚守防线。 双方在90分钟常规时间内0比0战平，加时赛仍然未能攻破对方大门，比赛进入点球大战。 凭 借门将李昊的完美表现，中国队最终以4比2晋级。 半决赛中， 中国队一改惯用的防守反击策略，转为传控打法并取得奇效，以一场酣畅淋漓的3 比0大胜击败越南队，历史首次晋级决赛。 本届赛事四个小组 ...

Core Viewpoint - The commercial aerospace sector is experiencing significant positive catalysts, including advancements in reusable rocket technology and supportive government policies in China [1][7]. Group 1: SpaceX Developments - Elon Musk announced at the Davos World Economic Forum that SpaceX aims to achieve complete reusability of rockets through its "Starship" technology this year, potentially reducing the cost of space access by 99% to below $100 per pound [1][3]. - SpaceX has demonstrated the capability to capture rocket boosters on the launch pad, although it has not yet attempted to reuse the Starship spacecraft [4]. - Musk also discussed plans to launch solar-powered AI satellites in the coming years, highlighting that solar panels in space could be five times more efficient than those on Earth due to the absence of atmospheric interference [4]. Group 2: Domestic Aerospace Policy - The Jiuquan Municipal Government has released the "Jiuquan Commercial Aerospace Industry Development Plan (2026-2035)," which outlines the strategic positioning of Jiuquan as a national commercial aerospace launch base and research center [7]. - The plan emphasizes the construction of a comprehensive industrial framework, including seven key sectors: launch and testing, rocket manufacturing, satellite manufacturing, data applications, technical support, logistics, and aerospace tourism [8]. - The plan sets ambitious development goals for the aerospace industry in Jiuquan, projecting a significant contribution to the national economy by 2030 and 2035 [8]. Group 3: Market Opportunities - The commercial aerospace industry is entering a golden era driven by both demand and supply-side dynamics, with a focus on satellite launches and manufacturing [9]. - The rapid development of private rocket companies indicates a shift from national to commercial aerospace, suggesting investment opportunities in component suppliers and satellite manufacturing [9].

Market Overview - On January 23, U.S. stock indices closed mixed, with the Dow Jones Industrial Average down 0.58% at 49,098.71 points, the S&P 500 up 0.03% at 6,915.61 points, and the Nasdaq up 0.28% at 23,501.24 points. For the week, the Dow Jones fell 0.53%, the S&P 500 fell 0.35%, and the Nasdaq fell 0.06% [2] - European major indices also showed mixed results, with Germany's DAX up 0.18% at 24,900.71 points, France's CAC40 down 0.07% at 8,143.05 points, and the UK's FTSE 100 down 0.07% at 10,143.44 points. For the week, the DAX fell 1.57%, the CAC40 fell 1.4%, and the FTSE 100 fell 0.9% [2] Chinese Stocks - The Nasdaq Golden Dragon China Index fell 0.26%, with notable movements in popular Chinese stocks: Tencent Music rose over 4%, Yamafin Sports rose over 3%, and New Oriental rose over 2% [3] Intel Performance - Intel's stock plummeted over 17% following a disappointing earnings forecast, with a post-market decline exceeding 1%. The company reported a full-year revenue of $52.9 billion for 2025, unchanged from the previous year, and a fourth-quarter revenue of $13.7 billion, with a 9% year-over-year growth in data center and AI business [5] - CEO Pat Gelsinger expressed confidence in the role of CPUs in the AI era and highlighted the launch of products based on Intel's most advanced semiconductor process technology, Intel 18A. The company aims to enhance supply to meet strong customer demand [5] - Intel expects first-quarter 2026 revenue to be between $11.7 billion and $12.7 billion, with CFO David Zinsner noting that despite industry-wide supply shortages, the fourth-quarter revenue, gross margin, and earnings per share exceeded expectations [5] Gold Market - International gold prices reached a new high, with COMEX gold futures rising 1.42% to $4,983.10 per ounce, marking an 8.44% increase for the week. COMEX silver futures rose 7.15% to $103.26 per ounce, also reaching a historical peak with a weekly increase of 16.63% [7] - Analysts from Huaxi Securities noted that gold prices have been on a significant upward trend over the past three years, driven by expectations of U.S. Federal Reserve monetary policy, geopolitical conflicts, and concerns over U.S. dollar credit. Central banks' continued gold purchases provide strong support for gold prices [7] - Shenwan Hongyuan's analysis suggests that the upward trend in gold prices is likely to continue, with short-term focus on geopolitical events that could affect market sentiment [7] Oil Market - The main U.S. oil contract rose 3.23% to $61.28 per barrel, with a weekly increase of 3.27%. The Brent oil contract increased by 3.17% to $65.35 per barrel, with a weekly rise of 2.94% [8] - According to Xinda Futures, the core issue in oil price trends revolves around the divergence between OPEC+ policy and expectations from authoritative institutions. OPEC+ maintains an optimistic outlook, anticipating a tightening market in 2026, while the IEA warns of significant oversupply [8] - Demand concerns persist, with the IEA indicating weak demand from major economies and low consumer confidence, despite marginal benefits from China's economic growth. The first quarter is traditionally a low-demand season, leading to significant inventory pressure [9]

据央视新闻消息，总台记者 获悉，受风暴影响，截至当地时间1月23日下午，美国至少14个州宣布 进入紧急状态。其中包括密苏里州、阿肯色州、路易斯安那州、密西西比州、田纳西州、得克萨斯 州等。得州州长宣布134个县进入灾难状态。美国首都华盛顿市长缪里尔·鲍泽当日宣布首都进入紧 急状态。 23日，中国驻芝加哥总领事馆提醒领区广大华侨华人、留学生、中资机构人员及游客注意保暖，尽 量减少外出。极寒天气可能导致部分地区道路结冰甚至关闭、航班延误或取消等。 来源：央视新闻 责编：叶舒筠 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。 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 财务造假！300391，收终止上市事先告知书！股价刚4连涨停 丨 002931，18连板！深交所出 手，暂停部分投资者账户交易 丨 今夜，业绩利好！300850，去年净利暴增超10倍！ 丨 罚没超1 ...

Core Viewpoint - Foreign institutions are increasingly aligned in their industry theme judgments for 2026, with artificial intelligence (AI) identified as one of the most certain mid-to-long-term themes, indicating that the AI market is not yet complete and structural opportunities are expected to extend across years [1][2]. Group 1: AI Market Outlook - AI is viewed as a transformative technology that is still in progress, with expectations for its structural market to continue into 2026, expanding from hardware infrastructure to various traditional and innovative industries [2][4]. - Despite some valuations being high in 2025, the ongoing transformation of industries by AI suggests that the market will remain active in 2026, even amid potential volatility risks [2][4]. Group 2: Investment Focus - The focus for mid-term allocations will remain on structural opportunities in technology innovation, emphasizing the importance of companies with leading and integrative capabilities within the industry chain [4][5]. - Companies that play significant roles in the self-controlled development of the industry chain are expected to have higher long-term growth potential compared to those merely part of the overseas supply chain [4][5]. Group 3: Domestic AI Infrastructure - China's investment in AI infrastructure ranks second globally, with rapid construction progress, creating substantial opportunities for domestic GPU and server manufacturers as the demand for computing power increases [5]. - The acceleration of domestic AI infrastructure development is anticipated to drive performance growth for companies involved in core hardware sectors [5].

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