Core Viewpoint - The article emphasizes the importance of understanding the "Five Musts" proposed by Xi Jinping to ensure a good start for the "14th Five-Year Plan" period, which is crucial for China's economic high-quality development and strategic positioning in international competition [3][4]. Group 1: Must Fully Tap Economic Potential - Tapping into economic potential is essential for solidifying the material foundation of Chinese-style modernization, leveraging China's advantages as a large economy and population [5][6]. - China, as the world's second-largest economy, has a vast market that ensures internal circulation and can effectively respond to various risks and challenges [6][7]. - The country has a strong innovation ecosystem that supports self-reliance in technology and can lead global economic trends [6][7]. - The article highlights the need to boost consumption and investment, particularly in high-quality goods and services, to create new growth points [8]. Group 2: Must Combine Policy Support and Reform Innovation - Policy support and reform innovation are interdependent and essential for driving high-quality economic development [9][10]. - The article discusses the need for macroeconomic governance that balances policy support with comprehensive reform to address cyclical, structural, and institutional issues [11][12]. - It emphasizes the importance of integrating short-term macroeconomic adjustments with long-term institutional reforms to enhance economic resilience [12][13]. Group 3: Must Achieve Both "Let Go" and "Manage Well" - The relationship between government and market is central to economic reform, requiring a balance between market freedom and government regulation [14][15]. - The article stresses the need for effective market mechanisms while ensuring government plays a role in correcting market failures and maintaining fair competition [14][15]. - It highlights the importance of creating a legal economy to support market order and consumer rights [16]. Group 4: Must Combine Investment in Material and Human Capital - The article argues for a dual focus on investing in physical assets and human capital to enhance development momentum and domestic demand [18][19]. - It points out that while investment in physical assets remains important, there is a growing need to invest in human resources, particularly in education and healthcare [20][21]. - The synergy between investments in material and human capital is crucial for achieving comprehensive development and economic growth [21][22]. Group 5: Must Strengthen Internal Capabilities to Face External Challenges - The article emphasizes the need for China to maintain strategic focus and enhance internal capabilities in response to external uncertainties and challenges [23][24]. - It discusses the importance of leveraging China's vast economic scale to achieve a good start for the "14th Five-Year Plan" and strengthen the real economy [25][26]. - The article concludes that China has the confidence and capability to address external challenges while focusing on its own development goals [26].

据新华社，美国媒体12日报道，美国国务院要求美国公民立即离开伊朗。 ...

Core Viewpoint - The U.S. stock market saw a slight increase, with the S&P 500 and Dow Jones indices reaching historical highs, driven by strong performances in technology stocks and Walmart, despite concerns over a criminal investigation into Federal Reserve Chairman Jerome Powell [1][2]. Market Dynamics - The Dow Jones increased by 86.13 points (0.17%) to close at 49,590.20 points, the Nasdaq rose by 62.56 points (0.26%) to 23,733.90 points, and the S&P 500 gained 10.99 points (0.16%) to finish at 6,977.27 points [5]. - Among the 11 sectors of the S&P 500, the information technology sector rose by 0.35%, industrials by 0.75%, and materials by 0.73%, while energy and financial sectors fell by 0.66% and 0.8%, respectively [5]. - Consumer discretionary ETFs rose by 1.17%, while financial sector ETFs fell by 0.79% [5]. Company Performances - Walmart's stock surged by 3%, contributing to the support of the S&P 500 and Nasdaq indices, and is set to be included in the Nasdaq 100 index on January 20, which is expected to attract billions in passive index fund investments [3][4]. - Major tech stocks mostly rose, with Google A increasing by 1% and surpassing a market capitalization of $4 trillion, while Tesla rose by 0.89% and Apple by 0.34%. However, Amazon, Microsoft, and Meta saw declines [6]. - Planet Labs, a space concept stock, surged over 12% after announcing a multi-year agreement with the Swedish Armed Forces [7]. Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 4.26%, with Alibaba increasing by over 10%, marking its largest gain since August 29. Other Chinese stocks like Bilibili, Xpeng Motors, and Baidu also saw significant increases [8].

据新华社，美国总统特朗普12日下午在社交媒体发文称，任何与伊朗进行商业往来的国家，其与美国的所有商业往来都将面临25%的关税。该命令即 日起生效。 ...

Macroeconomic News - China has suspended the export license review for rare earths to Japan, which includes civil use, and has notified some Japanese companies that new contracts will not be signed. The Chinese Foreign Ministry stated that these measures are lawful and justified [4]. - The China Machinery Industry Federation announced a positive outcome in resolving the EU's anti-subsidy case against Chinese electric vehicles through dialogue, which is expected to stabilize the supply chain and maintain trade order between China and the EU [4]. Industry News - The Li Hong No. 1 spacecraft, developed by China Aerospace Science and Technology Corporation, successfully completed its suborbital flight test at the Jiuquan Satellite Launch Center, marking the first domestic commercial space suborbital parachute recovery test [5]. - Following the implementation of the export tax rebate policy, there is expected support for battery component production in January and February, with downstream price increases planned. The polysilicon production is projected to be 107,800 tons in January, although some companies may gradually halt production later in the month [5]. - E Fund announced that its gold ETF will suspend subscriptions from January 16 and resume on January 19 to adjust the pricing for gold spot contracts, aiming to protect investor interests [5]. - The Shandong Provincial Government has issued an action plan to promote high-quality development of venture capital, aiming to support technology companies that break through key core technologies [5]. - A collaboration between Tianjin University and Tsinghua University has led to a breakthrough in flexible electronics and smart sensing through a new preparation strategy involving liquid metal circuits and thermoplastic films [5]. Company News - Zhite New Materials announced a cumulative stock price increase of 199% from January 5 to January 12, leading to a suspension for verification due to significant price volatility [7]. - Star Ring Technology clarified that it does not engage in commercial space activities and has no connection with Shanghai Star Ring Energy Technology Co., Ltd. [8]. - Brain-Computer Interface company Strong Brain Technology has reportedly submitted a confidential IPO application in Hong Kong [8]. - WuXi AppTec forecasted a 103% year-on-year increase in net profit for 2025 [8]. - Hengwei Technology announced that it does not involve AI application-related businesses [9]. - Honor Mobile is set to collaborate with Pop Mart for an IP co-branding initiative [10]. - Yonghui Supermarket expects a negative net profit for the fiscal year 2025 [11]. - Aerospace Development reported significant share reductions by its major shareholders during periods of unusual stock trading volatility [11]. - ST Rock announced an expected revenue of less than 300 million yuan for 2025, with both net profits before and after deductions projected to be negative, leading to potential delisting [11]. - Huadian Technology plans to invest $300 million in a high-density optoelectronic integrated circuit board project, expecting an annual revenue increase of 2 billion yuan [11].

Core Viewpoint - Eutelsat, known as the European version of "Starlink," has seen its stock rise over 9% following the announcement of an additional satellite order from Airbus, increasing its total satellite procurement to up to 440 units [1][3]. Group 1: Satellite Order and Financial Implications - Eutelsat has signed a contract with Airbus to manufacture an additional 340 OneWeb low Earth orbit (LEO) satellites, bringing the total order to a maximum of 440 satellites, including an initial order of 100 satellites for 2024 [3]. - The new satellites will be produced at Airbus's new production line in Toulouse, France, with deliveries expected to start by the end of 2026. The financial terms of the contract have not been disclosed, but Eutelsat previously estimated the total cost for continuing the OneWeb constellation operations from 2024 to 2029 to be between €2 billion and €2.2 billion [3]. Group 2: Technological Advancements and Market Position - The upgraded satellites will feature advanced digital channelizers, significantly enhancing on-board processing capabilities and improving system efficiency and flexibility. Eutelsat will also explore new business opportunities through the increased payload capacity of these satellites [7]. - Eutelsat's OneWeb is one of only two fully operational LEO satellite networks globally, the other being SpaceX's Starlink. However, Eutelsat focuses on B2B services and operates with significantly fewer satellites compared to Starlink [7]. Group 3: Market Performance and Historical Context - The recent order provides a positive outlook for Eutelsat, which has faced volatility over the past year. The company experienced a dramatic stock increase from €0.9 to a peak of €7.24 in just four days last March due to speculation about potentially replacing Starlink in Ukraine, followed by a subsequent decline of over 70% [8]. - As of the latest data, Eutelsat's market capitalization is slightly above €2.4 billion, reflecting the impact of previous stock fluctuations and investor sentiment [8].

有报道称， 苹果公司选中谷歌的Gemini来运行今年即将推出的人工智能Siri系统。 报道发出后， 谷歌涨幅一度扩大至1%，再创历史新高 ， 总市值重新突破4万亿美元。 | Us 谷歌-A | 17 Q | | --- | --- | | GOOGL | | | ２２０ ７００ 今井 325.720 最高 334.040 最低 325.000 | | | 0.34% 1.130 换手 0.18% 息量 1074万股 金额 35.29亿 | | | 昨收 328.570 总值⊙ 3.98万亿 市盈™ 32.02 | 电子 | | 相关ETF 纳斯达克100ETF -0.20% | 市值占比 3.75% > | | 盘前 325.780 -2.790 -0.85% | 09:30 美东 √ | | ◀》年报预披露：于2026-02-03披露2025财年年报... ○× | | | 分时 五日 日K 周K 月K | 由名▼ | | 均价:328.704 最新:329.700 1.130 0.34% | | | 333.570 | 1.52% 卖1 329.730 115 | | 29 | 329.680 | | 分 ...

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday at 22:00, which include significant stock market updates such as suspensions, investments, acquisitions, and performance reports, helping investors identify potential opportunities and risks [1] - A company specializing in internet digital marketing has gained recognition from leading clients like Xiaohongshu, launching multiple AI application robots [1] - Another company has set a target for AI revenue between 500 million to 600 million yuan by 2026, focusing on AI, cloud computing, and low-altitude economy [1] - A company involved in brain-computer interfaces and AI pharmaceuticals aims to achieve revenue exceeding 110,000 yuan from its brain-computer interface products by 2025 [1]

Core Viewpoint - The development of a glass bottle for storing photoresist is a significant technological breakthrough, ensuring that photoresist remains uncontaminated during transportation and storage, thus ending the industry's nearly 100% reliance on foreign products [1] Group 1 - The glass bottle for photoresist is a major focus of technological advancement [1] - The product has been tested on production lines with positive feedback [1]

以下文章来源于创投日报 ，作者张洋洋 创投日报 . 投资方阵容也亦颇为多元。既包括IDG、由英特尔CEO陈立武创立的华登国际等知名投资机构，也包括"果链"核心企业蓝思科技、领益智 造，以及韦尔股份、润泽科技、华住集团、好未来集团等产业与战略投资方，此外还有来自中国香港、美国的多家顶级家族办公室参与。 对此这次融资，强脑科技方面回应《科创板日报》记者表示， 募集资金将用于全力加速脑机接口核心技术研发、极限工程突破、产品规模 化、量产落地。公司目标在未来五到十年内，帮助100万肢体残疾人，通过佩戴神经控制假肢，恢复日常生活，重返社会。让1000万经受自 闭症、ADHD、阿兹海默症、失眠等脑疾病痛苦的患者得到改善。 公开资料显示，强脑科技创立于2015年，由创始人韩璧丞率领团队在哈佛大学创新实验室孵化而来。韩璧丞是哈佛大学脑科学中心博士生， 本科毕业于韩国科学技术院精密仪器与医疗仪器专业。 作为国内少有的脑机接口独角兽企业，强脑科技选择了一条以非侵入式脑机接口为核心的技术路线，通过在大脑与外部设备之间建立稳定的 信号传输通路，实现脑信号的采集、解码与反馈，主要面向残疾人康复、孤独症等脑疾病干预场景，目前已有多款产品 ...