香港交易所信息显示 ，国家集 成电路产业投资基金股份有限公司在中芯国际H股的持股比例于12月29日 从4.79%升至9.25%。 ...

Group 1 - South Korean President Lee Jae-myung is scheduled to make a state visit to China from January 4 to 7, 2026 [1][2] - The visit will include discussions on practical cooperation in areas such as supply chain investment, digital economy, environmental and climate change, cultural exchanges, tourism, and combating transnational crime [2] - During the visit, Lee will arrive in Beijing on January 4 and will spend two days in Shanghai, where he plans to visit the site of the Korean Provisional Government from the Japanese colonial period [2] Group 2 - When asked about South Korea's stance on the Taiwan issue, the National Security Office Chief stated that South Korea respects the One China policy and acts in accordance with this position [3]

Group 1 - The Hong Kong stock market opened the year with a significant increase, with the Hang Seng Index rising by 2.76% and the Hang Seng Tech Index increasing by 4% [1] - Wallen Technology, known as the "first GPU stock in Hong Kong," saw its stock price surge over 75% on its debut [1] - The semiconductor sector performed well, with Hua Hong Semiconductor rising over 9% and SMIC increasing by over 5% [1] Group 2 - Technology stocks also experienced gains, with Baidu Group rising over 9%, NetEase increasing by over 6%, and Alibaba and Tencent Holdings both up by over 4% [1]

Core Viewpoint - The article discusses the increasing congestion in low Earth orbit due to the rapid growth of satellite numbers, highlighting SpaceX's initiative to lower the altitude of its Starlink satellites to mitigate collision risks and reduce space debris [4][5]. Group 1: SpaceX's Initiative - SpaceX plans to lower the altitude of approximately 4,400 Starlink satellites from about 550 kilometers to around 480 kilometers to create a safer operational environment [5]. - This altitude adjustment aims to facilitate quicker deorbiting of satellites in case of anomalies, thereby reducing the generation of space debris [4][5]. Group 2: Solar Activity and Orbital Decay - The altitude reduction is also linked to solar activity cycles, which affect the density of the upper atmosphere. The next solar minimum is expected in the early 2030s, leading to prolonged orbital decay times for satellites at higher altitudes [5]. - By lowering the altitude, the orbital decay time can be reduced from potentially over four years to just a few months, increasing the decay rate by over 80% [5]. Group 3: Risks of Space Congestion - The article notes that low Earth orbit is becoming increasingly crowded, with SpaceX adding over 3,000 satellites through 121 launches last year, averaging one new satellite every three days [6]. - The World Economic Forum predicts a 190% increase in the number of low Earth orbit satellites over the next decade [6]. Group 4: Collision Risks and Kessler Syndrome - The proliferation of satellites raises the risk of collisions, which can create debris that threatens both active satellites and future space missions, potentially triggering the Kessler Syndrome [7][8]. - Kessler Syndrome refers to a scenario where space debris reaches a critical mass, leading to cascading collisions and making certain orbits unusable [8].

Core Viewpoint - Baidu's Kunlun Chip has submitted a listing application to the Hong Kong Stock Exchange, aiming for a public offering while remaining a subsidiary of Baidu after the spin-off [4]. Group 1: Company Developments - Kunlun Chip, previously part of Baidu's intelligent chip and architecture department, completed independent financing in April 2021 with an initial valuation of approximately 13 billion RMB [4]. - As of December 16, 2025, Kunlun Chip transformed into a joint-stock company, increasing its registered capital from about 2.128 million RMB to 400 million RMB, a growth of approximately 1780% [5]. - The new generation of Kunlun Chips, M100 and M300, is set to be launched in 2026 and 2027, respectively, targeting large-scale inference and multimodal model training tasks [5]. Group 2: Market Position and Valuation - Goldman Sachs estimates the value of Baidu's 59% stake in Kunlun Chip to be between 3 billion to 11 billion USD, while Macquarie Securities values it at approximately 16.5 billion USD, accounting for 30% of Baidu's target valuation [6]. - Morgan Stanley predicts that revenue from Baidu's self-developed AI chips will surge from 1.3 billion RMB in 2025 to 8.3 billion RMB in 2026, a sixfold increase, which will also double Baidu's GPU computing revenue in 2026 [6]. Group 3: Industry Trends - There is a wave of IPOs in the AI chip sector, with domestic GPU companies like Muxi and Moole Technology recently listing on the STAR Market, experiencing significant stock price increases on their debut [7]. - Wall Street analysts suggest that the current period is an optimal time for AI narratives, positioning Kunlun Chip favorably to capitalize on market trends and shed the perception of being solely for internal use by large companies [9]. - According to IDC's 2024 report, Nvidia holds a 70% market share in accelerated computing chip shipments, with Kunlun Chip ranking among the top domestic AI chip manufacturers, having shipped 69,000 units [10].

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 港 股 午 间 收 盘，恒 生 指 数 涨 2.1 8 %，恒 生 科 技 指 数 涨 3.3 8 % 。 壁 仞 科 技 大 涨 超 7 2 %；华 虹 半 导 体 涨 9.8 9 %，百 度 集 团 涨 7.4 5 %，三 花 智 控 涨 6.3 7 % 。 | < W | | 壁仍科技(6082) | | | --- | --- | --- | --- | | | | 01-02 11:59:59 | | | 33.880 | 额 | 46.5亿 股本 23.96亿 市盈 | -33 万得 | | | | | 盘口 | | 14.280 72.86% | | 换 10.85% 市值 812亿 市净 | -8.20 | | 分时 五日 | | 日K 周K | 目K 中文 | | 管加 | | | 均价:37.030 盘口 成交 | | 2.880 | | | 118.78% 卖10 34.060 200(1) | | | | | 卖9 34.040 600(2) | | | | | 卖8 34.020 2 ...

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Core Viewpoint - The article discusses the implementation of a new 1% tax on certain cross-border remittances in the United States, effective January 1, 2026, which is part of the "Big and Beautiful" tax and spending bill promoted by the Trump administration [1]. Group 1: Tax Implementation Details - Starting January 1, 2026, remittance service providers will be required to collect a 1% tax on qualifying remittance transactions and report it as per the regulations set by the U.S. Treasury and IRS [1]. - The tax applies when the sender uses cash or similar "physical payment instruments" (including money orders and bank drafts) for cross-border remittances [1]. - Transactions funded through U.S. bank account transfers or using debit and credit cards are generally exempt from this tax [1]. Group 2: Impact Analysis - Analysts indicate that the tax will primarily affect individuals who rely on cash for remittance transactions [1]. - Experts warn that the policy's impact may be particularly concentrated on immigrant communities and families that depend on cross-border remittances [1].

科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 今天是2026年港股首个交易日，"国产GPU四小龙"之一的壁仞科技（6082）正式登陆香港联交所主板挂牌上市，成为开年第一股。开盘报 35.7港元，涨幅82.14%。截至发稿， 涨幅最高超100% ，市值超900亿港元。 | HK 壁仍科技 8 7 Q | | | --- | --- | | 06082 L2 - | | | 37.800 今开 35.700 最高 42.880 最低 35.700 | | | 92.86% 18.200 换手 7.53% 总量 8715万股 金额 32.59亿 | | | 总值⊙905.7亿 市盈 ™ -37.08 市净 -9.18 更多 | | | 由名v 分时， 第目 日K 月K | | | 均价: 37.398 最新: 37.800 18.200 92.86% | | | 42.880 118.78% 卖8 37.960 | 600 (2) | | 57 37.940 | 400 (1) | | ST6 37.920 375 | 0 (0) 37.900 7200(22) | | 54 | 3 ...

Core Viewpoint - The offshore RMB has strengthened against the US dollar, breaking the 6.97 mark and reaching a high of 6.9678, the highest level since May 2023 [1]. Summary by Relevant Sections - The USD/CNH exchange rate showed a slight decrease, with the current rate at 6.9736, down by 0.09% from the previous close of 6.9799 [2]. - The exchange rate has experienced a decline of 0.85% over the past 10 days and 2.43% over the past 60 days, indicating a trend of depreciation of the US dollar against the offshore RMB [2]. - The moving averages indicate a downward trend, with the 5-day MA at 6.9835, 10-day MA at 6.9981, and 20-day MA at 7.0232 [2].