Core Viewpoint - The rapid listing of five AI industry chain companies in Shanghai, particularly the "GPU Four Little Dragons," highlights the city's accelerating pace in capital markets and reflects the strength of its innovation environment [1]. Group 1: Capital Support and Investment - The "GPU Four Little Dragons" (Moxi Co., Biran Technology, Tianshu Zhixin, and Suiyuan Technology) have received significant capital support at various stages, demonstrating a trend of early, small, and long-term investments in hard technology [2]. - Local state-owned funds and investment institutions play a crucial role in supporting these companies, as seen with Biran Technology's financing rounds involving Shanghai's local capital [5]. - The investment ecosystem in Shanghai is designed to support the entire lifecycle of tech companies, with a focus on early-stage funding and overcoming challenges during critical growth phases [7]. Group 2: Listing Acceleration Mechanisms - The Shanghai Securities Regulatory Bureau has implemented effective mechanisms to facilitate the listing process for quality tech companies, ensuring a streamlined path from IPO application to listing [10][11]. - The regulatory body collaborates with various local government departments to enhance the nurturing of high-quality companies, resulting in a significant number of companies receiving listing approvals [11]. - As of the end of 2025, there are 122 companies in the listing guidance and review stages in Shanghai, indicating a robust pipeline for future listings [11]. Group 3: Industry Growth and Economic Impact - The listing of these companies is not just a financial milestone but also a means to enhance their operational capabilities and support technological innovation, with Shanghai's tech firms raising over 230 billion yuan through IPOs since the launch of the Sci-Tech Innovation Board [14]. - The integrated circuit industry in Shanghai has shown remarkable growth, with revenues reaching 391.2 billion yuan in the first 11 months of 2025, reflecting a year-on-year increase of 23.72% [15]. - The AI industry in Shanghai is also thriving, with an expected revenue of over 550 billion yuan in 2025, marking a growth rate exceeding 30% [15]. Group 4: Strategic Alignment with National Goals - The focus on technology development and capital circulation aligns with national strategies, aiming to cultivate globally influential enterprises and enhance the overall innovation ecosystem in Shanghai [14][17]. - The local government is actively promoting financial support for strategic industries, including AI, integrated circuits, and biomedicine, to ensure sustainable growth and innovation [12].

下载财联社APP获取更多资讯 7x24h电报 头条新闻 VIP资讯 实时盯盘 今日开盘后，A股三大指数继续走强，沪指盘中拉升涨0.5%，突破4100点，续创2015年7月底以来新高。 准确 快速 权威 专业 ...

国家统计局数据显示，2025年12月份，全国居民消费价格同比上涨0.8%。其中，城市上涨0.9%，农村上涨0.6%；食品价格上涨1.1%，非食品价格上 涨0.8%；消费品价格上涨1.0%，服务价格上涨0.6%。2025年全年，全国居民消费价格与上年持平。 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 下载财联社APP获取更多资讯 ...

Core Viewpoint - The latest policy guidance from regulatory authorities allows projects on the "white list" of the real estate financing coordination mechanism to extend their loans for an additional five years, benefiting real estate clients significantly [1]. Group 1: Policy Changes - The new policy enables projects that meet certain conditions to extend their loans with the original lending bank, effectively allowing for a five-year extension [1]. - Previously, loans could only be extended for a maximum of two and a half years due to the liquidity loan management regulations, which limited the extension to half of the original loan term [1]. Group 2: Context and Background - This adjustment aligns with the directives from a series of meetings aimed at stabilizing the real estate market, including the Central Economic Work Conference held in December 2022 [2]. - The financing coordination mechanism has already approved loan amounts exceeding 7 trillion yuan for "white list" projects, which has significantly supported the construction and delivery of commercial housing projects [2].

美东时间周四，美股三大指数收盘涨跌不一，英伟达等科技巨头回落，而军工板块在特朗普提议上调军费的刺激下全线走强。 市场整体走势趋于平淡，标普500指数全天几乎原地踏步，波动率极小。 在美债收益率小幅上行的背景下，受多项好坏参半的美国经济数据 影响，多数个股录得上涨。 截至收盘，道指收盘上涨270.03点，涨幅为0.55%，报49266.11点；纳指跌104.26点，跌幅为0.44%，报23480.02点；标普500指数涨 0.52点，涨幅为0.01%，报6921.45点。 分析师指出，在连续上涨几天之后，市场出现了一定程度的获利回吐，同时地缘政治风险依然处于高位。当前，市场正在为即将到来的财报 季进行重新布局。 数据显示，美国上周首次申请失业救济人数小幅上升，劳动力需求依旧疲软，这与周三公布的ADP就业数据和JOLTS职位空缺数据相互印 证。 交易员关注周五公布的12月非农就业报告，该报告将是美国史上最长政府停摆结束后，首批具有较高参考价值的宏观经济数据之一。 评级机构惠誉当天上调了美国经济增长预期，预计2025年GDP增长2.1%，并在纳入因政府停摆而延迟公布的数据后，预测2026年经济增 速为2.0%。 美 ...

特朗普当天接受一家电台采访时说，美国正密切关注伊朗发生的骚乱事件，他不确定"是否一定要追究某个人的责任"，但如果伊朗当局对相关人员死 亡事件负有直接责任，"他们将付出惨痛的代价"。 据悉，伊朗多地发生骚乱，造成人员伤亡。特朗普2日威胁将就伊朗骚乱事件进行干涉。伊朗方面强调，伊朗人民将通过彼此之间的对话与互动来解 决自身问题，绝不允许任何形式的外来干预，并表示如果美国采取冒险行动，伊朗会作出回应。 伊朗实施网络管控 据新华社，当地时间8日晚，伊朗在首都德黑兰实施网络管控。 据 央视新闻， 美国总统特朗普8日再次就伊朗骚乱事件发出威胁，称如再有人员死亡，美国将对伊朗进行"严厉打击"。 据CCTV国际时讯，伊朗外长阿拉格齐1月8日飞抵黎巴嫩首都贝鲁特进行访问。阿拉格齐表示，伊朗"已做好应对任何情况的准备"。他同时强调伊 朗"没有寻求战争"，而是"做好了应对战争的准备"。他补充说，伊朗政府对谈判持开放态度，前提是基于相互尊重和共同利益。 阿拉格奇称美国和以色列对伊朗发动攻击是"战略上失败"，并谴责以色列违反黎以停火协议，警告该地区面临前所未有的威胁。阿拉格齐说，他此次 访问黎巴嫩的目的是讨论以色列对地区安全的"挑战和 ...

美国3日凌晨对委内瑞拉发起大规模军事行动，突袭委首都加拉加斯等地，强行控制委总统马杜罗及其夫人并将他们带至美国。此举引发国 际社会广泛谴责。 据央视新闻，当地时间8日， 委内瑞拉外长希尔在社交媒体发文，再次对中国对委的支持表示感谢。 希尔在文中表示， 委内瑞拉政府再次向中华人民共和国表达由衷的感谢，感谢中方坚定表态，明确指出并坚决反对将人权问题政治化、工 具化，作为干涉他国内政的借口。 希尔还在文中表示，同时，我们也感谢中国坚决反对侵犯国际法和委内瑞拉主权的立场。委内瑞拉人民 重申对政治主权、领土主权以及对本国自然资源主权的坚定承诺。 此前在7日，委内瑞拉外长希尔已在社交媒体发文，感谢中国政府支持。希尔7日的发文显示，"中国强烈谴责美国严重违反国际法和侵犯委 内瑞拉主权的行为。"希尔写道，"委内瑞拉总统尼古拉斯·马杜罗·莫罗斯领导的政府感谢中国政府的支持，中国政府捍卫国际法，维护委内 瑞拉人民对其领土和自然资源的完全主权。" ...

Industry News - China Petroleum and Chemical Corporation (Sinopec) and China National Aviation Fuel Group (CNAF) are undergoing a restructuring process approved by the State Council [5] - The State Administration for Market Regulation has reportedly interviewed six leading photovoltaic companies and industry associations regarding monopoly risks, emphasizing that they must not agree on production capacity, utilization rates, sales volumes, or pricing [5] - The Ministry of Industry and Information Technology, along with three other departments, held a meeting to discuss the competitive order in the power and energy storage battery industry, gathering 16 companies for this purpose [5] - Nestlé has initiated a precautionary recall of specific batches of infant formula in several European countries, with the Chinese subsidiary also complying with the recall requirements [5] Company News - Vanke A announced that Yu Liang has resigned from his positions as director and executive vice president due to retirement [7] - Industrial Fulian announced a cash dividend distribution of 6.55 billion yuan (including tax) for the first half of 2025, with the record date set for January 15, 2026 [8] - Jinli Permanent Magnet has forecasted a net profit increase of 127%-161% year-on-year for 2025, with small batch deliveries of robotic motor rotors and magnetic materials already underway [9] - Puni Testing announced significant stock trading fluctuations, expecting a loss of 200 million to 250 million yuan for the 2025 fiscal year [10] - Changhong Technology reported that its subsidiary has secured over half of the procurement share from a major domestic wafer factory for semiconductor consumables [10] - Pairui Co. signed a framework agreement for bulk procurement of IGBT chips, with a projected total supply amount of approximately 1.3 to 1.4 billion yuan for the years 2028, 2029, and 2030 [11] - Allxin Co. plans to issue convertible bonds to raise no more than 312 million yuan for the production of integrated communication products for commercial aviation [11] - Tian Sheng New Materials announced that its largest shareholder is planning a significant matter that may lead to a change in control, resulting in a stock suspension [12] - Aimei Ke announced that its exclusively distributed injectable botulinum toxin product has received drug registration certification [12] - Guangdong Electric Power A reported that the expansion project for units 5 and 6 at the Huilai Power Plant has been completed, with a total investment of 8.05 billion yuan [12]

特朗普称，苏珊·柯林斯、丽莎·穆尔科斯基、兰德·保罗、乔什·霍利和托德·杨不应该再被选入公职。他宣称，这次投票严重损害了美国的自卫能力和国家 安全，削弱了总统作为三军统帅的权力。 参议院当天以52票赞成、47票反对的结果通过程序性投票，从而得以推动"禁止总统在未经国会授权情况下对委内瑞拉采取进一步军事行动"的决议，为该 决议在参议院进一步审议铺平道路。 当前参议院由共和党53席、民主党45席和独立议员2席组成。此前，类似决议曾两次在参议院被共和党人阻挠，未能通过。当时，特朗普政府正逐步加大 对委内瑞拉的军事施压。这一决议仍需在参众两院获得通过，并有可能被特朗普否决。 据央视新闻，当地时间1月8日，美国总统特朗普在其社交媒体"真实社交"发文表示，那些支持在参议院推进"限制总统战争权"的共和党议员不应获 得连任。 ...

以下文章来源于财联社AI daily ，作者卞纯 财联社AI daily . 财联社及科创板日报旗下产品——未来已来，AI前沿，独家、深度、专业！ 全球首富、特斯拉CEO埃隆·马斯克日前表示， 在运行人工智能（AI）所需的算力方面，中国将远超世界其他国家 。 马斯克表示， 中国在AI竞赛中的决定性优势在于其大规模供应电力的能力 。他估计， 到2026年，中国的发电量可能达到美国的3倍左右， 从而具备支撑高能耗AI数据中心的能力。 马斯克表示，电力生产是扩大AI系统规模的限制因素，但"人们低估了增加电力供应的难度"。 在马斯克发表上述言论之际，能源供应与数据基础设施正逐步取代芯片和算法，成为人工智能发展的关键制约因素。 全球多家企业都在竞相建设AI数据中心，其中许多数据中心的耗电量堪比一座小型城市。 高盛在去年11月发布的一份报告指出， 电力短缺可能会拖慢美国在AI竞赛中的步伐。 该行指出，由于AI耗电量巨大，稳定且充足的电力供 应可能成为影响这场竞赛走向的关键因素，因为电力基础设施瓶颈的解决往往耗时良久。 报告还称， 在美国电网面临越来越大的压力之际，中国一直在稳步扩大其能源产能 。根据高盛的预测， 到203 ...