U23亚洲杯决赛落幕，中国U23男足经过全场苦战，最终0-4负于日本队，获得本届赛事亚军。尽管未能夺冠，但亚军的成绩已创造中国队在该项赛事中的 历史最佳战绩。本届赛事中，国足连续战胜澳大利亚、乌兹别克斯坦等亚洲顶尖对手，展现出顽强斗志，创造出了巨大的体育与社会影响力。这也是中国 男足国字号队伍近22年来首次打入洲际大赛决赛。 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 ...

隆基绿能在2025年员工持股计划中提出相应考核目标，其中要求2026年度归属于上市公司股东 的净利润为正数，2027年度和2028年度归属于上市公司股东的净利润分别不低于30亿元和60 亿元。 但需要注意的是，要实现制定的经营目标难度并不低。晶澳科技目前尚未披露2025年度净利 润，但从归属净利润指标看，公司去年亏损预计45亿—48亿元。2024年度，公司归属净利润亏 损46.56亿元，以2025年度亏损下限计算，该指标减亏幅度约为3.35%。 在光伏行业普遍预告续亏的"寒冬"中，龙头企业仍然坚持亮出利润转正的时间表。昨日晚间，天合 光能发布2026年限制性股票激励计划（草案）。 其中在业绩考核要求中提到，2026年业绩考核目标 为净利润不低于2亿元。 具体来看，首次授予的限制性股票及预留授予的限制性股票的要求还包括：2027年净利润不低 于32亿元，或2026年-2027年净利润累计值不低于34亿元；2028年净利润不低于62亿元，或 2026年-2028年净利润累计值不低于96亿元。 激励计划（草案）显示，此次激励计划拟授予限制性股票总计2800.76万股，约占公司总股本 的1.20%。其中首次授予252 ...

Core Viewpoint - Huang Renxun, the founder of Nvidia, visited China for the first time in 2026, signaling the company's commitment to the Chinese market and focusing on the sales of the H200 chip [4][10]. Group 1: Nvidia's Operations in China - Nvidia has three core locations in China: Beijing, Shanghai, and Shenzhen, with the new Shanghai office located at 600 Naxian Road, Zhangjiang, covering an area of approximately 23,300 square meters [9]. - The company has nearly 4,000 employees in China, with a growth rate of about 50% to 60% over the past few years, and the Shanghai R&D center alone has over 2,000 employees [9][10]. - The new office in Shanghai will focus on chip design verification, product optimization, and autonomous driving research tasks [9]. Group 2: Importance of the Chinese Market - Nvidia's revenue from the Chinese market was $17 billion in the 2024 fiscal year, accounting for approximately 13% of total revenue [10]. - Huang Renxun emphasized the significance of the Chinese AI market, predicting it will reach $50 billion in the next two to three years, indicating that American companies could face substantial losses if they do not participate [10]. Group 3: Strategic Focus During the Visit - Huang Renxun's visit included attending New Year parties and supplier appreciation events in Shanghai, Beijing, and Shenzhen, aimed at maintaining team morale and partner confidence [10]. - A key objective of the visit was to clarify compliance and operational details regarding the sales of the H200 chip in China, addressing uncertainties about who can purchase the chip and how to ensure compliance with regulations [10]. - Nvidia is also focusing on deepening its ecosystem and supply chain collaborations in China, including partnerships with TSMC and Foxconn, and localizing the CUDA software ecosystem [10]. Group 4: Shanghai's Industry Advantages - Shanghai has established itself as a hub for the integrated circuit industry, with projected revenue exceeding 480 billion yuan by 2025 [13]. - The city is home to over 1,200 enterprises in the integrated circuit sector, accounting for about 40% of the national talent in this field, and ranks first in the number of listed companies on the Science and Technology Innovation Board [13]. - Shanghai's integrated circuit industry has developed a comprehensive collaborative development system, attracting top global chip design companies and high-level talent [13].

Core Viewpoint - Apple has launched a significant promotional campaign for the New Year, featuring substantial discounts on various products, particularly the iPhone Air, which has garnered considerable attention due to its price reduction [1][3]. Group 1: Promotional Details - The promotional event will run from January 25, 2026, at 20:00 to February 11, 2026, at 23:59:59, during which the iPhone Air (256GB) will see a price drop from 7999 yuan to 5499 yuan, a total reduction of 2500 yuan [1]. - Other products, including the iPhone 17 Pro/17 Pro Max, MacBook Air, and iPad Air, will also have discounts ranging from 300 to 1200 yuan [3][4]. - Specific discounts include 2000 yuan off the iPhone Air, 1200 yuan off the MacBook Air, and 1000 yuan off the iPad Air, with additional promotions on accessories like Apple Pencil and AirPods [3][4]. Group 2: Market Position and Trends - Recent reports indicate that Apple has regained its leading position in the Chinese smartphone market in Q4 2025, driven by a surge in shipments of the iPhone 17 series [5]. - The company has also adjusted its trade-in values for devices, including Android models from competitors like Huawei and Xiaomi, as part of its promotional strategy [5]. - Market analysts predict that rising memory prices will further impact the smartphone market in 2026, which could influence Apple's pricing and promotional strategies [5].

华源证券研究所在本周迎来了自己的新宏观团队，来自中信建投孙苏雨。作为近年来的黑马研 究所之一，华源的案例只是一个。 刚步入2026年，不到1个月就超过10家券商有分析师转会，不 少新财富明星分析师连年终奖都没等，就敲定了新下家。在不少分析师看来，这是大势所趋。 "2025年的年终奖，要到2026年下半年才可能拿到，不仅周期长，金额也不确定。"不少分析师 心里，即便年末换所意味着要放弃年终奖，生存优先成了近期转会的核心原因。 多数研究所采用利润导向考核机制，收缩态势明显，降薪成为不少分析师的常态。相较于模糊 的短期收益，更稳定的发展平台显然更值得取舍，当然，为了赶上新一届分析师评选的执业变 更窗口期也是一个动因，毕竟结果关系到后续派点资源、话语权，这是长期生存发展的关键。 "在好平台，付出能有更合理的回报。"一位刚跟着首席跳槽的分析师坦言，但他也强调，跳槽 的还有一个原因是"热爱卖方研究、勤奋认真"。一些研究所管理层也认为，卖方研究"高强 度、快节奏、重结果"的行业特性，是筛选长期适配人才的关键指标。 像孙苏雨一样从头部跳到特色券商的分析师还有很多，理由自然并非仅是薪酬。北京一分析师 说， 过去看重头部券商的跨 ...

Core Viewpoint - The article discusses the controversy surrounding the use of an unknown sonic weapon by the U.S. military during an operation to control Venezuelan President Maduro, with President Trump acknowledging its existence and emphasizing its uniqueness [1]. Group 1: Weapon Description and Effects - A bodyguard of Maduro claimed that the sonic weapon incapacitated Venezuelan and Cuban soldiers, causing them to experience severe physical reactions such as nosebleeds and inability to move [2]. - Sonic weapons represent cutting-edge military technology, utilizing sound to incapacitate or harm opponents, with some systems emitting focused sound waves or broader sound fields [2]. Group 2: Research and Development of Sonic Weapons - Studies indicate that exposure to high-intensity sound waves can lead to internal injuries, central nervous system disorders, and cardiovascular damage, with extreme intensities capable of causing eardrum rupture and confusion [3]. - The Long Range Acoustic Device (LRAD) is one of the most widely used sonic weapons, capable of producing sounds up to 150 decibels, potentially causing permanent hearing damage [3]. - The U.S. military has disclosed advancements in directed energy weapons, focusing on non-lethal technologies that can temporarily incapacitate individuals through sound or visual effects, including the Active Denial System (ADS), which creates a burning sensation on the skin without permanent harm [3].

Group 1 - The core viewpoint of the article highlights the excitement and historical significance of the upcoming U23 Asian Cup final match between the Chinese team and Japan, emphasizing the challenges ahead [1] - The head coach Antonio acknowledges Japan's strong football achievements and their competitive history against top teams globally, indicating the formidable nature of the upcoming match [1] - Despite recognizing the strength of the Japanese team, the coach expresses confidence in his squad's potential to create unexpected outcomes in the match [1] Group 2 - The Chinese U23 men's football team reached the final for the first time in history after a decisive 3-0 victory over Vietnam in the semifinals [1]

Core Viewpoint - The 2026 Beijing International Commercial Aerospace Exhibition showcases the latest developments in China's commercial aerospace industry, highlighting a significant increase in investor participation and the focus on liquid reusable rockets as a mainstream path for high-frequency, high-capacity, and low-cost launches [2][4][7]. Group 1: Exhibition Highlights - The exhibition features a wide range of displays, including rockets, satellite manufacturing, space tourism, and supporting services, demonstrating the full industrial chain of China's commercial aerospace [4][6]. - Major companies such as Blue Arrow Aerospace, Star River Dynamics, and China Aerospace Science and Technology Corporation presented their latest technologies, with a particular emphasis on liquid reusable rockets [4][7][9]. Group 2: Technological Innovations - Blue Arrow Aerospace showcased the world's first continuously successful liquid oxygen-methane rocket, the Zhuque-2, and the Zhuque-3, which has completed China's first orbital-level launch verification for a reusable rocket [7][9]. - Star River Dynamics introduced the "Zhishen" series of medium-sized reusable liquid rockets, with the Zhishen-2 having a takeoff mass of approximately 757 tons and a low Earth orbit (LEO) capacity of 20 tons [9][11]. Group 3: Space Tourism Developments - The "Lihong-2" reusable spacecraft from China Aerospace Science and Technology Corporation, designed for space tourism, can carry at least 3 tons of scientific payload or 7 passengers, with a planned reuse of at least 30 times [12][13]. - Beijing Chuanxie Technology Co., Ltd. announced the "Chuanxie-1" commercial manned spacecraft, expected to achieve its first manned flight in 2028, with ticket pre-sales starting at 3 million yuan [12][13]. Group 4: Satellite Manufacturing and Applications - Galaxy Aerospace presented the "Lingxi-03" satellite, China's first satellite using flexible solar wings, which successfully launched in July 2023 and is designed for high-density deployment [14][16]. - The exhibition highlighted advancements in satellite internet technology, with Galaxy Aerospace achieving mobile direct connection capabilities comparable to SpaceX's Starlink [14][16]. Group 5: Industry Ecosystem - The Beijing Economic and Technological Development Area has become a hub for commercial aerospace, hosting over 210 companies and 75% of China's commercial rocket manufacturers, creating a dense industrial ecosystem [19].

Group 1 - California becomes the first U.S. state to join the WHO's global pandemic alert and response network after the Trump administration's decision to withdraw from the organization [1] - Governor Gavin Newsom criticized the Trump administration's withdrawal as a reckless decision that endangers the health of Californians and Americans [1] - The global pandemic alert and response network, coordinated by WHO, includes hundreds of public health institutions, governments, academic centers, laboratories, and emergency response organizations to monitor and respond to public health threats [1] Group 2 - The Trump administration announced the U.S. withdrawal from WHO on January 20, 2025, and the organization is set to discuss this matter in an upcoming executive committee meeting [1] - Despite the withdrawal announcement, the U.S. has not settled its outstanding dues to WHO, which remains a point of discussion [1]

据熟悉白宫决策的人士透露，贝莱德高管里克·里德尔在华尔街的资历以及对美联储改革持开放态度的立场，正增强了他获得这一央行最高 职位的筹码。 知情人士透露，这位贝莱德高管不仅具备央行行长的形象气质，其提出的诸多美联储改革构想也吸引了特朗普总统的关注。 本周出席达沃斯世界经济论坛的高管和投资者，私下也普遍表达了对里德尔的支持。 根据预测平台Polymarket的数据显示，截止本周六(1月24日)，里德尔当选美联储主席的概率已飙升至54%，远远领先于排名第二的沃什 (29%)，而年初时里德尔胜出的概率仅为4%。 里德尔其人 值得一提的是，尽管里德尔在华尔街享有盛誉，并经常出现在商业电视节目中分享市场观点， 但此前他在美联储主席遴选过程中曾长期处 于公众视线之外。 里德尔去年9月曾在纽约与贝森特进行了数小时的会谈，此后便一直是美联储主席短名单上的常客。他是四位最终候选人中唯一一位没有在 美联储或政府部门工作经验的人。这种"局外人"身份被白宫内部视为优势：除了特朗普对鲍威尔史无前例的攻击外，特朗普的经济助手们也 经常强调，美联储的运作方式需要进行一场大变革。 里德尔在电视上的露面和在贝莱德发表的评论，也获得了政府内部的积 ...