Group 1 - The core viewpoint of the article is that Zhang Zetian has launched a personal podcast named "Xiao Tian Zhang" on the podcast platform Xiaoyuzhou, with the first guest being Liu Jialing [1] - Within three hours of its launch, the podcast account gained over 13,000 subscriptions, and the associated Xiaohongshu account attracted more than 40,000 followers, with the follower count continuing to grow rapidly [2]

据脑机交互与人机共融海河实验室12日官微消息，日前，由工业和信息化部主管、中国电子信息产业发展研究院主办期刊《新型工业化》刊发脑机 交互与人机共融海河实验室主任、天津大学副校长明东署名文章《打通技术链 补全人才链 促进脑机接口科技成果转化应用》。明东提到， 天津大 学脑机交互与人机共融海河实验室团队聚焦无创脑机接口领域，持续推动科技创新与产业化落地。目前，已形成从高性能的器件、芯片、算法、平 台，到系统集成和关键底座与应用集于一体的全链条布局。 在临床应用领域，天津大学研制的"神工"脑机交互创新医疗器械全谱系产品相继问世，逐步覆盖脑卒中康复、脊髓损伤运动辅助、抑郁诊疗、听觉障 碍诊疗等临床场景应用。 在航空航天领域，设计开发五代空间站在轨脑机交互系统，完成人类首次"太空脑机接口实验"，并相继在后续多次载人飞 行任务中取得重要应用，服务于航天员功能状态与情绪状态等精准检测 ，实现了航天员的效能增强，为我国载人航天工程的新一代医学与人因保障 系统提供关键技术支撑。 ...

| 后 | | 成交额(亿元) | | --- | --- | --- | | T | 2024-10-08 | 34549.33 | | ਦ | 2025-08-27 | 31655.63 | | ni | 2025-08-25 | 31411.36 | | चो | 2025-09-18 | 31351.72 | | பா | 2026-01-09 | 31227.67 | | (5 | 2025-08-28 | 29708.02 | | 1 | 2024-10-09 | 29426.78 | | | 2025-09-02 | 28749.92 | | 10 | 2026-01-07 | - 28542.19 | | 10 | 2026-01-06 | V28065.75 | | | 2026-01-08 | 28003.84 | | 12 | 2025-08-29 | 27982.96 | | 18 | 2025-08-18 | 27641.63 | | 14 | 2025-09-01 | 27499.61 | | CLE | FREE FOR 11.00 | ר ה הונחים | 据财联社盯盘数据 ...

2025年我国资本市场融资融券业务大幅增长，成为市场活跃度提升的核心风向标。 数据显示，2025年全年新开两融账户达154.21万户，如何看待这一数字？ 154.21万户创下近十年以来的最高纪录，较2024年增加了53.36万户，增幅超52%，较2018年的阶段性低点40.34万户增长近3.8倍。 2025年末两融账户总数突破1564万户，较2024年末实现跨越式增长。 截至2025年末，全市场融资余额从2024年末的1.85万亿元升至2.52万亿元，增幅超36%，投资者参与两融业务的热情高涨。 从时间维度看，2025年两融开户节奏稳健且下半年发力明显，9月以20.54万户创下全年单月新高，8月、3月、11月、12月新开账户数均 超14万户。这一增长态势是市场需求与券商布局共振的结果，全年行业两融业务增幅集中在25%-40%，头部券商与区域中型券商各展优 势，多家券商上调业务规模上限以承接需求。 资金流向呈现鲜明导向， 硬科技与高端制造业成为核心赛道，硬件设备、半导体、电气设备等行业融资净买入占比显著， 新易盛、中际旭 创等科技类龙头企业备受青睐，资金配置与国家产业升级方向高度契合，展现出杠杆资金对优质核心资 ...

据CCTV国际时讯， 特朗普美东时间1月11日晚在社交平台发帖，自称"委内瑞拉代总统"。目前委内瑞拉方面对此暂无回应。 而就在稍早前搭乘"空军一号"返回华盛顿途中，特朗普还对随行记者称，"委内瑞拉的情况进展顺利，我们与其领导层合作得很好，接下来 如何发展我们将拭目以待。" 在被记者问及"是否会与委内瑞拉代总统德尔西·罗德里格斯会面"时，特朗普还称，"总有一天会与她会面，她表现得非常出色。" CCTV国际时讯 首页》 26-1-12 11:11 来自 微博视频号 已编辑 #特朗普发图自称委内瑞拉代总统# 美东时间1月11日晚,特朗普在社 交平台发帖，自称"委内瑞拉代总统"。目前委内瑞拉方面对此暂无回 应。 而就在稍早前搭乘"空军一号"返回华盛顿途中,特朗普还对随行记者 称,"委内瑞拉的情况进展顺利,我们与其领导层合作得很好,接下来 如何发展我们将拭目以待。"在被记者问及"是否会与委内瑞拉代总统德 尔西·罗德里格斯会面"时,特朗普还称,"总有一天会与她会面,她表 现得非常出色。" 当地时间1月3日凌晨,美国悍然对委内瑞拉动武,强行控制委内瑞拉 总统马杜罗及其夫人并将其移送出境。1月5日,委内瑞拉副总统德尔 西 · ...

Core Viewpoint - The J-10CE fighter jet has achieved its first combat success, shooting down multiple enemy aircraft without sustaining any losses, which has garnered global attention [1][2]. Group 1: Combat Achievement - In mid-May, the J-10CE, an export variant of China's fighter jet, successfully engaged in combat, marking its first operational victory [5]. - The J-10CE is a domestically developed all-weather, single-engine, single-seat, multi-role fighter jet [5][6]. Group 2: Market Impact - The success of the J-10CE in combat demonstrates the practicality and effectiveness of Chinese military equipment, showcasing its strong competitiveness compared to similar foreign products [6]. - The achievement is expected to promote the international market presence of other Chinese military aviation products, as the aviation industry continues to expand into both civil and military markets [6].

Core Viewpoint - The A-share AI application sector has seen a collective surge, with stocks like Yidian Tianxia and Zhongwen Online hitting the daily limit, indicating strong market interest in AI-related investments [3][4]. Group 1: Market Performance - Notable stocks include: - Yidian Tianxia (Code: 301171) at 63.23, up 20% with a transaction volume of 3.786 billion - Zhongwen Online (Code: 300364) at 34.98, up 20% with a transaction volume of 4.461 billion - Tianlong Group (Code: 300063) at 13.02, up 20% with a transaction volume of 2.820 billion [4]. Group 2: Industry Insights - The GEO (Generative Engine Optimization) concept is gaining traction, with expectations for significant growth in AI applications driven by digital marketing and e-commerce [5]. - According to Gartner, by 2028, brand traffic from search engines is expected to decrease by 50%, as consumers increasingly adopt AI-driven generative search [5]. Group 3: Investment Trends - The investment logic in the AI industry is shifting from a "computing power race" to focusing on "application value," with concerns about an AI "bubble" stemming more from demand than supply [6]. - The development of large models is expected to accelerate the commercialization and elimination of simple applications, positioning them as key tools for industries with deep expertise [7].

Group 1 - The core viewpoint of the article emphasizes the anticipated strong growth in storage device demand by 2026, with companies Changxin and Changcun planning to double their production capacity [1] - Semiconductor equipment manufacturers are expected to provide the highest value etching and thin film deposition equipment to meet the growing demand [1] - As the structure of storage chips becomes more complex and the number of layers increases, the demand for quality control in testing equipment is also expected to rise significantly [1] Group 2 - Two companies are highlighted for providing relevant equipment for the backend testing of storage devices [1] - The article notes that the domestic production rate of semiconductor materials such as photoresists and wet electronic chemicals is currently low, but there is a strong trend towards increased localization in the future [1] - One company is identified as a leading domestic supplier of photoresist precursor materials, having successfully onboarded multiple overseas giant clients [1]

Core Viewpoint - The successful listing of Howie Group on the Hong Kong Stock Exchange marks a significant milestone in its global expansion strategy, emphasizing technology innovation and collaboration for sustainable growth [1][10]. Financial Performance - Howie Group has demonstrated steady growth in financial performance, with revenue increasing from 20.078 billion yuan in 2022 to 25.731 billion yuan in 2024, and net profit rising from 990 million yuan to 3.323 billion yuan during the same period [3]. - For the first three quarters of 2025, the company reported revenue of 21.783 billion yuan, a year-on-year increase of 15.20%, and a net profit of 3.210 billion yuan, up 35.15% year-on-year [3]. Business Structure - The image sensor solutions segment is the core revenue contributor, accounting for 74.7% of revenue in 2024, with semiconductor design business sales reaching 21.640 billion yuan, representing 84.30% of main business revenue [4]. - The semiconductor distribution business also showed growth, with revenue of 2.314 billion yuan in the first half of 2025, a 41.73% increase year-on-year [4]. Core Drivers - The company has maintained a strong focus on R&D, with total R&D expenses amounting to 7.352 billion yuan from 2022 to 2024, and 2.105 billion yuan in the first three quarters of 2025 [5]. - As of June 2025, Howie Group holds 4,761 authorized patents, reflecting its commitment to technological innovation [5]. Product Development - Significant product launches include the OV50X image sensor for flagship smartphones and various automotive CIS products designed for advanced driver-assistance systems (ADAS) [6][7]. - The company has optimized its R&D and testing capabilities, ensuring high-quality product development while reducing fixed asset investment through partnerships with leading foundries [7]. Market Positioning - Howie Group has established itself as a top player in the global fabless semiconductor design sector, ranking among the top ten companies by revenue and holding a 13.7% market share in digital image sensors [2]. - The automotive CIS segment leads the market with a 32.9% share, positioning the company as a key supplier in the smart automotive vision perception field [2]. Growth Engines - The smartphone business has transitioned towards high-end products, with revenue from image sensor solutions in this sector reaching 9.803 billion yuan in 2024, accounting for 51.1% of the segment's revenue [9]. - The automotive and emerging markets are identified as new growth engines, with automotive CIS revenue reaching 5.905 billion yuan in 2024, representing 30.8% of image sensor solutions revenue [9][10]. Future Outlook - The listing on the Hong Kong Stock Exchange is seen as a strategic move to enhance global market presence, with a focus on continuous R&D investment and technological innovation to drive product upgrades and expand customer partnerships [10].

上证指数 创业板指 深证成指 -3366.71 -4151.14 -14305.10 +30.71 +0.75% +184.94 +1.31% +38.9 +1.17% 今日早盘，沪指震荡拉升，深成指涨超1%，创业板指探底回升，此前一度跌超1%。量能持续放大， 沪深两市半日成交额2.31万亿，较上个 交易日放量2455亿。 盘面上热点轮番活跃， 全市场超3800只个股上涨，其中139只个股涨停。 从板块来看， AI应用概念 全线爆发，掀起涨停潮，引力传媒6天5板，利欧股份、美年健康、天下秀、省广集团2连板。 商业航天概念 延续 强势，鲁信创投12天10板，金风科技5连板，通宇通讯4天3板。 光伏概念 表现活跃，东方日升触及20cm涨停。 零售概念 走高，茂业商业 2连板，三江购物、家家悦涨停。下跌方面，油气、煤炭等方向跌幅居前。 截至收盘，沪指涨0.75%，深成指涨1.31%，创业板指涨1.17%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 市场概况 83.72%用户看涨 > 2069 1213 826 399 336 225 174 162 142 ...