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算力巨头,启动上市辅导
财联社· 2026-01-07 00:31
Core Viewpoint - Chaojuvian Digital Technology Co., Ltd. is set to officially start its IPO guidance on January 6, 2026, with CITIC Securities as the advisory institution [1] Group 1: Company Background - Chaojuvian was formerly part of Huawei's X86 server business, which was spun off into an independent entity in 2021 due to significant strategic adjustments driven by overseas factors [1] - The company aims to achieve sales revenue exceeding 40 billion yuan in 2024, with a target of surpassing 50 billion yuan in total revenue for 2025, as indicated by Chairman Liu Hongyun [1] Group 2: Product Offering - Chaojuvian's server product line builds on the technological foundation of Huawei's FusionServer and KunLun series, categorized into three core product types: general-purpose servers, artificial intelligence servers, and critical business servers [1] - At the 2025 World Artificial Intelligence Conference, Chaojuvian emphasized its commitment to the intelligent computing sector by showcasing a multi-functional, plug-and-play super cluster system [2]
丹麦、芬兰、冰岛、挪威和瑞典联合声明
财联社· 2026-01-07 00:05
Group 1 - The core viewpoint of the article emphasizes the commitment of Denmark, Finland, Iceland, Norway, and Sweden to maintain security, stability, and cooperation in the Arctic region, highlighting their actions to strengthen deterrence and defense in the area [1] - The statement reiterates that matters concerning Denmark and Greenland should be decided by Denmark and Greenland themselves, underlining Greenland's status as an autonomous territory with significant self-governance [2] - The article mentions the historical cooperation between Denmark and the United States in Arctic security, particularly referencing the 1951 Defense Agreement that facilitated security collaboration [1]
存储板块,集体狂飙
财联社· 2026-01-06 23:39
Market Overview - The three major U.S. stock indices closed higher, with the Dow Jones and S&P 500 reaching all-time highs [1] - The Dow rose by 484.90 points (0.99%) to 49,462.08, the Nasdaq increased by 151.35 points (0.65%) to 23,547.17, and the S&P 500 gained 42.77 points (0.62%) to 6,944.82 [4] Semiconductor Sector - The semiconductor sector is experiencing a strong rally due to a severe shortage of storage chips driven by the AI boom, with Micron Technology leading the performance [2] - Ross Mayfield from Baird noted that AI is a disruptive technology, and the strength in chip stocks is expected, alongside a rotation in cyclical sectors [2] - Storage-related stocks saw significant gains, with Micron up over 10%, SanDisk up over 27%, Western Digital up over 16%, and Seagate Technology up 14% [7] Earnings Expectations - Large tech companies are anticipated to have a strong earnings season, with capital expenditure forecasts likely to be revised upward [2] - The S&P 500's current expected price-to-earnings ratio is approximately 22 times, slightly down from 23 times in November but still above the five-year average of 19 times [2] Energy Sector - Energy stocks retreated after a previous day surge, with ExxonMobil down 3.4% and Chevron down 4.5% [2] - Investors are overlooking geopolitical risks following the U.S. capture of Venezuelan President Maduro, betting it may facilitate U.S. access to Venezuelan oil resources [2] Popular Stocks - Performance among large tech stocks was mixed, with Tesla down 4.14%, Apple down 1.83%, Google A down 0.7%, and Nvidia down 0.47%. In contrast, Meta rose 0.28%, Microsoft increased by 1.2%, and Amazon surged 3.38% [5] Healthcare Sector - Moderna's stock surged nearly 11% after Bank of America Global Research raised its target price, contributing to a 1.96% rise in the S&P 500 healthcare index [6] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.78%, with notable movements including Hesai up over 10% and BOSS Zhipin down over 6% [8]
【早报】中方出手!禁止所有两用物项对日本军事用途出口;特朗普考虑动用美军等“一系列选项”获取格陵兰岛
财联社· 2026-01-06 23:09
Industry News - The Ministry of Commerce of China announced strengthened export controls on dual-use items to Japan, effective immediately, due to Japan's recent provocative statements regarding Taiwan, which violate the One China principle [2] - The 2026 National Foreign Exchange Management Work Conference will be held on January 5-6, focusing on optimizing trade foreign exchange management and supporting the development of new trade formats like cross-border e-commerce [3] - Star River Dynamics is set to launch the "Vesta-1 Sea Launch" commercial rocket mission soon [4] - The China Securities Index announced adjustments to the samples of the CSI 1000, CSI 500, and CSI A500 indices, effective after market close on January 9, 2026, with several companies being added and removed from these indices [4] Company News - Jia Mei Packaging announced a cumulative increase of 230% in stock price from December 17, 2025, to January 6, 2026, and will be suspended for verification [8] - Guosheng Technology reported a cumulative increase of 370.2% in stock price from October 31, 2025, to January 6, 2026, and will also be suspended for verification [8] - Brain-computer interface "unicorn" Qiangna Technology completed approximately 2 billion yuan in financing [9] - Chip Origin announced the completion of the acquisition of Zhudian Semiconductor [9] - Puni Testing expects a loss for the entire year of 2025 [9] - WuXi AppTec announced that 18 shareholders reduced their holdings by 2% from November 20, 2025, to January 5, 2026, and this reduction plan has been completed [9] - Super Electronics announced an increase in investment for its AI computing high-end printed circuit board expansion project from 1.468 billion yuan to 3.315 billion yuan [10]
特朗普政府正在讨论获取格陵兰岛的方案 包括军事选项
财联社· 2026-01-06 21:14
Core Viewpoint - The article discusses the U.S. government's interest in acquiring Greenland, highlighting various strategies being considered by President Trump and his team, including purchasing the territory from Denmark and establishing a free association with Greenland. Military options are also mentioned as potential avenues for acquisition [1]. Group 1 - A senior U.S. official indicated that President Trump is exploring multiple options for acquiring Greenland, including a purchase from Denmark and military means [1]. - The acquisition of Greenland is viewed as a national security priority by the White House, despite opposition from some NATO leaders [1]. - Trump aims to complete the acquisition during his current term, emphasizing that the issue "will not disappear" [1].
百亿基金经理被告上法庭
财联社· 2026-01-06 16:06
又一基金公司被起诉。这次是固收基金经理祁洁萍告了前东家淳厚基金。 近日,企查查显示,淳厚基金新增一条司法案件信息,原告祁某某因劳动合同纠纷,起诉了淳厚基金,案件将于4月10日开庭。 2026年开年,基金公司案件较往年明显增多,近1月,就有包括国投瑞银基金、安联基金、联博基金以及华宝基金等公司就要应诉。 祁洁萍与淳厚基金纠纷的背后是公司股东之间股权纠纷陷入僵局,从公司管理层角度出发,在纠纷解决之前,不希望有核心员工离职影响公 司发展,但从个人发展角度而言,希望能够有稳定的职业发展。一场旷日持久的劳动纠纷,战线拖延近一年,仍未结束。 综合当前以及以往的案件来看,基金公司被推至法院被告席,主因有三:一是劳动纠纷;二是与投资者之间纠纷,此类原因复杂多样;三是 申请为被执行人,此类多为独立资产管理计划问题,实际对基金公司无影响。 在这些案件中,除了基金公司成为被告,较为罕见的是亦有百亿基金经理被一同起诉。有投资者以"金融委托理财合同纠纷"为由,把国投瑞 银基金和基金经理施成一起告上了法庭。起诉基金经理,原因或为产品亏钱 ,那么基金经理履行勤勉义务的边界在哪里?案件即将在1月13 日开庭,在资管产品净值化背景下,市场尤为 ...
小米:团队与相关KOL接触严重违背公司原则,辞退涉事负责经办人员,取消许斐和徐洁云年度奖金
财联社· 2026-01-06 15:48
我们深知,今天小米所有成绩都源于米粉朋友们不离不弃的支持。我们再次道歉,欢迎大家继续监督。 1月6日,小米公司发言人发布微博表示,昨天关于团队与相关KOL接触一事,公司立刻启动了专项调查,有了初步结论,公关部总经理徐 洁云当晚就向大家同步决定: 相关接触已立即终止,且承诺未来不会合作。 今天,正式调查结果出来,经过管理层讨论,认为该事件严重违背公司原则,也严重伤害米粉朋友们的感情,属于严重违规,按公司制度做 出如下处罚: 一、涉事负责经办人员,做辞退处罚。 二、集团副总裁兼CMO许斐和集团公关部总经理徐洁云承担管理失职责任,予以通报批评,扣除2025年相关绩效成绩,并取消2025年度 奖金。 "因为米粉,所以小米",米粉的信任和支持,是小米不断前行的基石。 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 ...
【公告全知道】商业航天+人形机器人+低空经济+军工+新能源车!公司商业航天火箭结构件业务已形成正式的合同订单
财联社· 2026-01-06 15:32
Group 1 - The article highlights significant announcements in the stock market, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, performance reports, unlocks, and high transfers" [1] - A company involved in commercial aerospace has established formal contract orders for rocket structural components, with major clients including Blue Arrow Aerospace, and has received small batch sample orders from clients like Zhiyuan Robotics [1] - Another company is focused on brain-computer interfaces, humanoid robots, multimodal AI, autonomous driving, AI chips, and cloud computing, and is optimizing its brain model while developing its own brain-computer interface system, having partnered with Leju Robotics to deliver a small number of robots equipped with the large model [1] - A company has signed a second fully automated OCS (Optical Switch) packaging production line order, indicating its involvement in commercial aerospace, chips, and CPO, with partnerships including Nvidia and Huawei HiSilicon [1]
【风口研报】接连收获包括长江存储子公司等多个项目,这家公司有望凭借“本地资源+省外开拓”持续从电子洁净市场获取增量订单
财联社· 2026-01-06 15:00
师看好这个行业迎来大周期反转。 前言 财联社倾力打造王牌栏目《风口研报》,替您"扒一扒"市场含金量超高的研报、调研信息。以机构视 角,追踪研报和调研纪要细节里的"超预期"、"拐点"、"事件催化"和"价值洼地"。 ①接连收获包括长江存储子公司等多个项目,这家公司有望凭借"本地资源+省外开拓"持续从电子洁净市 场获取增量订单,融入武汉光谷"芯"产业生态;②供需错配将延续至2030年,价格弹性逐级向上,分析 ...
特朗普:马斯克80%是超级天才,20%会犯错
财联社· 2026-01-06 15:00
据央视财经,美国企业家马斯克日前发布一张照片,称与美国总统特朗普"共进美好晚餐"。就在同一天, 特朗普在接受媒体采访谈到这次晚餐时表 示,马斯克80%是超级天才,20%会犯错。 两人共进晚餐引发广泛关注,因为此前数个月,两人关系一直非常紧张。媒体分析称,这可能意味着两人之间的紧张关系得到修复。 此外,两人"共进晚餐"的时间,与马斯克旗下"星链"称为委内瑞拉提供一个月免费宽带服务的时间一致。 ...