据央视新闻，瑞士联邦委员会当地时间1月5日发表声明称， 瑞士决定冻结委内瑞拉总统马杜罗及相关人员在瑞士持有的所有资产。 此项资产冻结令 立即生效，有效期暂定为4年。 ...

Core Viewpoint - The storage shortage remains unresolved at the beginning of 2026, with major tech companies seeking long-term supply agreements for DRAM amid rising prices and increasing demand driven by AI infrastructure [1][2][4]. Group 1: Market Dynamics - Major tech companies like Amazon, Google, Apple, and Dell are actively seeking long-term supply agreements for DRAM, indicating a competitive environment for storage resources [1]. - Samsung and SK Hynix, the leading memory manufacturers, are refusing to sign long-term contracts and are instead opting for quarterly agreements, which reflects their control over production capacity [2]. Group 2: Price Increases - Samsung and SK Hynix have announced price increases for DRAM, with first-quarter prices expected to rise by 60%-70% compared to the previous quarter [2]. - Market research firm DRAMeXchange has adjusted its forecast for server DRAM price increases to 60%-65% for the first quarter, indicating strong acceptance of these price hikes by customers [3]. Group 3: Supply and Demand Issues - The shortage of server DRAM is exacerbated by manufacturers focusing on HBM3E production, leading to a widening supply-demand gap [4]. - Companies like Google and Microsoft are expanding their AI service offerings, which is driving up demand for general-purpose server DRAM [4]. Group 4: Financial Projections - Investment banks predict significant increases in operating profits for Samsung and SK Hynix, with estimates of 155 trillion KRW and 148 trillion KRW respectively, reflecting year-on-year growth of 253% and 224% [4]. - The average selling price (ASP) of server DRAM is projected to increase by 144% year-on-year, indicating a substantial impact on the cost structure for smartphone, PC, and server manufacturers [4].

Group 1 - The core viewpoint of the report is a recommendation to overweight Chinese stocks by 2026, highlighting potential growth in the Chinese market [1] Group 2 - The report analyzes that there is structural upward potential in China's exports by 2026, with investment expected to rebound under policy support [2] - It emphasizes the importance of service consumption, encouraging increased holidays and paid leave [2] - The "14th Five-Year Plan" prioritizes building a modern industrial system and accelerating high-level technological self-reliance, which may lead to strong export and current account performance in the coming years [2] Group 3 - Goldman Sachs' stock strategy team has previously recommended an overweight position in A-shares and Hong Kong stocks, forecasting annual growth of 15% to 20% for the Chinese stock market in 2026 and 2027 [2] - Factors driving accelerated earnings growth include the application of artificial intelligence, the trend of "going global," and policies aimed at reducing internal competition [2] - The current valuation of the Chinese stock market shows a significant discount compared to global peers [2]

美国政府近来持续以"禁毒""安全"为名向拉美多国施压，特朗普多次就缉毒问题点名佩特罗。而佩特罗已成为特朗普在国际上最激烈的批评 者之一。 综合央视新闻等媒体报道，当地时间1月4日晚，美国总统特朗普在搭乘"空军一号"专机从佛罗里达州返回华盛顿途中再次威胁哥伦比亚总 统佩特罗，称佩特罗"当不了太久（总统）"。 在回答随行记者有关"美国是否会在哥伦比亚开展一次类似行动"的提问时，特朗普称，"这听上去挺不错的。" 美军3日凌晨对委内瑞拉发动大规模军事打击，强行控制委内瑞拉总统马杜罗夫妇并将他们带到美国。佩特罗多次公开批评并谴责美方的这 一行动，并称特朗普的行为极其荒谬，破坏了全球法治，严重侵犯拉丁美洲和加勒比地区主权。 继上周末军事突袭委内瑞拉后，美国总统特朗普又把"枪口"转向其它拉美国家。他警告称， 如果哥伦比亚不减少流入美国的非法毒品，下 一个遭受打击的可能就是该国 。 哥伦比亚外交部1月4日也发表声明，对特朗普当天发表的不当言论表示"最强烈的反对"，指出其无视主权国家间关系的基本准则。 声明强调，哥伦比亚总统是根据国民意愿合法当选的，并根据宪法履行职责。任何试图直接或间接否定其合法性的言论，都构成对哥伦比亚 内 ...

据 深圳新闻网， 记者1月4日从越疆机器人获悉，越疆旗下全自主人形机器人近日成功进驻深圳K11 Art House电影院，实现全球首例在复杂商业环境 中全自主运营的应用落地与技术突破。 该机器人在影院内单日可连续工作14小时，独立完成超过1000杯爆米花的制作与售卖任务，全程无需人工辅助、预设轨迹或遥控操作。 ...

沪指2025年12月17日至2026年1月5日实现日线12连阳，创1993年以来最长连阳纪录。此前该阶段最高为 11 连阳（2006 年、2017-2018 年两次出 现）。完整历史中虽有 1991-1992 年 99 连阳等极端纪录，但因早期市场体量小，参考意义有限。 | 连阳长度 | 时间区间 | 核心特征 | | --- | --- | --- | | 12连阳 | 2025.12.17-2026.01.05 | 权重搭台,题材概念轮番唱戏 | | 11连阳 | 2017.12.28-2018.01.12 > | 品击 标 权重驱动结构性行情 | | 11连阳 | 2006.06.15-2006.06.29 | 股改叠加人民币汇改驱动资产重估 | | 99连阳 | 1991.10.03-1992.02.24 | 早期市场体量小，参考意义有限 | ...

据新华社，外交部发言人林剑1月5日表示， 无论国际风云如何变幻，中国始终做拉美和加勒比国家的好朋友、好伙伴，中国对拉政策保持连续性和 稳定性。 林剑在当日例行记者会上表示，中方坚持不干涉内政原则，尊重拉美人民选择，不以意识形态划线。中方同拉美国家的交往合作始终秉持平等相 待、互利共赢的原则，从不寻求势力范围，也不针对任何一方。"拉美和加勒比国家有权自主选择发展道路和合作伙伴。中方愿同拉方一道继续团结 协作应对国际风云变幻，以互利合作共谋发展繁荣，造福双方人民。"林剑说。 ...

Core Viewpoint - ByteDance's "Doubao" AI glasses are set to enter the shipping phase, developed in collaboration with Longqi Technology, with a focus on integrating the product with the Doubao app [3][4]. Group 1: Product Development - The AI glasses project was initiated less than a year ago, with production taking place at Longqi's factories in Huizhou and Nanchang [3]. - The glasses will feature a self-developed spatial algorithm chip, weigh less than 50 grams, and will offer multiple configurations, including options for camera functionality and display features, with a starting price expected to be under 2000 yuan [3]. - The initial release will be a non-display version in the first quarter of the year, followed by a display version in the fourth quarter [3]. Group 2: R&D Strategy - ByteDance's strategy to launch a single product first is based on the current market's acceptance of this product category [4]. - The joint R&D model is preferred to mitigate risks associated with pure self-research, as it allows for better communication between design and manufacturing teams [4]. - Manufacturing challenges, particularly with small components and limited internal space, necessitate a collaborative approach to ensure feasibility [4]. Group 3: Market Position and Competition - ByteDance has established a long-term partnership with Longqi Technology, which helps in standardizing technology and significantly reducing costs [5]. - The current order requirement for AI glasses from Longqi is set at 1 million units, indicating ByteDance's strong commitment to this market [5]. - Despite the popularity of the AI glasses segment, competition is intensifying, with significant investments from competitors like Alibaba and high return rates in the market [5].

Market Overview - The A-share market opened strongly in 2026, with the ChiNext index leading the gains and the Shanghai Composite Index returning above 4000 points, marking a twelve-day consecutive rise [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.55 trillion yuan, an increase of 501.1 billion yuan compared to the previous trading day [1] Sector Performance - The brain-computer interface sector was the top performer, with over thirty constituent stocks hitting the daily limit, including Sanbo Brain Science, Meihao Medical, and Innovation Medical [1] - The insurance sector saw significant gains, with New China Life Insurance and China Pacific Insurance reaching new historical highs [1] - The commercial aerospace sector remained active, with companies like Reco Defense achieving four consecutive limit-ups and China Satellite Communications hitting three limit-ups in five days [1] - The semiconductor industry chain showed strength, with stocks like Yaxiang Integration and Shenghui Integration also hitting the daily limit [1] - The AI application sector was notably active, with BlueFocus Media achieving two consecutive limit-ups [1] Declines - The Hainan Free Trade Zone concept experienced a collective decline, with Hainan Development hitting the daily limit down [2]

Core Viewpoint - The relationship between Elon Musk and former President Donald Trump appears to be mending after a period of tension, highlighted by a recent dinner together, suggesting potential collaboration ahead [1][10]. Group 1: Relationship Dynamics - Musk and Trump had a public falling out over the "Big and Beautiful" tax and spending bill, leading to significant disagreements and a "war of words" [10]. - Recent interactions, including a dinner at Mar-a-Lago, indicate a possible reconciliation, with Musk previously supporting Trump's 2024 presidential campaign [10][11]. - The dinner took place shortly after a public appearance where Musk and Trump were seen together for the first time since their fallout [11]. Group 2: Business Implications - Musk's Starlink announced it would provide one month of free internet service to Venezuela, coinciding with U.S. military actions in the country, raising questions about the timing and strategic implications [12][13]. - The internet monitoring service Netblocks reported internet disruptions in Caracas, linking them to U.S. military operations, which may affect Starlink's service deployment [13].