Market Overview - A-shares major indices opened higher and continued to fluctuate, with the Shanghai Composite Index up by 0.46%, Shenzhen Component Index up by 0.26%, and ChiNext Index up by 0.4% [2][3]. Sector Performance - The oil and petrochemical sector showed strong performance, with significant gains in stocks such as Zhongjie Oil and Blue Flame Holdings, both rising over 10% [5][6]. - The defense and military sector also saw a rise, particularly in large aircraft and aircraft carrier concepts, with stocks like Triangle Defense hitting the daily limit [7][10]. Key Stocks - Triangle Defense achieved a 17 consecutive trading limit increase, closing at 90.48 CNY per share, with a trading volume of 33,161 shares [12][14]. - *ST Rock opened at a limit down of 2.13 CNY per share but surged to 2.35 CNY within a minute, marking a 4.91% increase [18][19]. Oil and Petrochemical Sector Insights - The International Energy Agency's report on January 21 predicts that global oil demand will increase by 930,000 barrels per day by 2026, higher than the previous estimate of 860,000 barrels [6][7]. - The demand growth is expected to come entirely from non-OECD countries, driven by economic recovery and lower oil prices compared to the previous year [7]. Defense and Military Sector Insights - The defense sector's rally was led by stocks in large aircraft, aircraft carriers, and commercial aerospace, with Triangle Defense and Jianghang Equipment among the top performers [7][10]. - Triangle Defense's stock performance reflects strong market interest, with a significant trading volume and price volatility [10][14].

来源：中央纪委国家监委网站 自然资源部原党组成员，国家林业和草原局 原 党组书记、局长张建龙涉嫌严重违纪违法，目 前正接受中央纪委国家监委纪律审查和监察调查。 ...

据 中央纪委国家监委网站1月22日消息， 2025年，各级纪检监察机关以习近平新时代中国 特色社会主义思想为指导，深学细悟习近平总书记关于党的自我革命的重要思想，坚决践行 关于纪检监察队伍自身建设的重要要求，深入学习贯彻党的二十届四中全会精神，全面落实 中央纪委四次全会工作部署，扎实开展深入贯彻中央八项规定精神学习教育，纵深推进"纪检 监察工作规范化法治化正规化建设年"行动，持之以恒深化正风肃纪反腐，着力打造忠诚干净 担当、敢于善于斗争的纪检监察铁军。 les & FR 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 来 源 ： 中央纪委国家监委网站 巅峰对话 投资热点说 ETF风向标 IPO情报站 fe o 1 ■ a a - 444 and 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND 开盘速递 港股日报 全球早班车 数说人物 √ � [ 8 a 4 a g a d 4 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND ●微信搜一搜( 〔 〔 中国基金报 〕即刻获取财经资讯 全国纪检监察机关共接收涉及纪检监察干部问题线索 ...

【导读】日韩股市走高，现货白银跌超2% 中国基金报记者 李智 一起来看下日韩股市的最新情况。 韩国股市突破5000点 1月22日，韩国股市KOSPI指数涨超2%，再创历史新高，首次突破韩国总统李在明设立的 5000点目标。 | 首尔综合指数 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 指 HQ.KOSPI | | | | | | | | 5013.74 +103.81 +2.11% | | | | | | | | 01-22 08:28:30 | | | | | | | | 今开 4987.06 | | | 最高 5019.54 | | | | | 昨收 4909.93 | | | 最低 4985.69 | | | | | 分时 月K | 日K | 周Ｋ | | 室K | 更多, ◎ | | | 均价:5007.79 最新:5013.74 +103.81 +2.11% | | | | | | | | 201854 | | | | | | 2.23% | | 4909.93 | | | | | | 0.00% | | 4800.32 | ...

【导读】特朗普表示不会武力夺取格陵兰岛；黄仁勋称AI是"人类历史最大规模基建"的基 石，刺激美股及中国资产大涨 中国基金报记者 郭玟君 美国三大股指全线收涨，道指涨1.21%，报49077.23点；标普500指数涨1.16%，报 6875.62点；纳指涨1.18%，报23224.82点。 | 49077.23 | | 昨收 | 48488.59 | 成交额 | 0.00 | | --- | --- | --- | --- | --- | --- | | +588.64 | +1.21% | 今开 | 48546.03 | 成交量 | 0 | | 上涨 | 24 | 20 12 | 0 | 下跌 | 6 | | 最高价 | 49295.03 | 市留学 | 30.39 | 近20日 | 1.96% | | 最低价 | 48546.03 | 而浮率 | 8.75 | 今年来 | 2.11% | | स्त्रेस्य | モ日 | 目K | | 周Ｋ 月Ｋ 更多 | | | 叠加 | | | | | 均价: | | 49295.03 | | | | | 1.66% | | 47682.15 | | | | | - ...

来源： 央视新闻微博、新京报 据央视新闻微博1月22日消息，去年1月20日，美国总统特朗普签署行政命令，宣布美国退出世卫组织， 联合国于同年1月22日收到这一通知。根据世卫组织章程，成员国在提交退出申请一年后方可正式退 出。 今天，美国正式向联合国提交退出世卫组织申请满一年，这意味着美国在程序上已正式退出世卫 组织。 世卫组织发言人林德迈尔日前明确表示， 美国有权退出，但前提是必须结清此前拖欠的全部会费。 目前，美国尚未支付2024年和2025年度应缴款项，两年合计约2.6亿美元。 该问题已被正式列入 即将召开的世卫组织执行委员会会议议程。 ...

【导读】特朗普改口，市场暴涨 中国基金报记者 泰勒 大家好，今晚好消息，涨跌全看特朗普，外围市场全线大涨了！ 一起看看发生了什么事情。 1月21日晚间，美股三大指数高开高走，道指涨约500点，纳斯达克指数涨超1%，标普500指数也涨超1%。 在特朗普对世界经济论坛表示他不会以武力收购格陵兰之后，股市上涨，市场对这一问题的担忧缓解；此前该担忧曾扰动市场并引发资金 撤离美国资产。 特朗普在达沃斯的讲话中谈到，他认为美国在北约承担了财政和军事负担。以下这段话提振了股市： 特朗普还在达沃斯讲话中表示，他将要求国会落实其提出的10%信用卡利率上限方案。鉴于国会内部支持不足，这一前景仍不确定。该表 态推动美股银行股上涨。 此外，美国财长贝森特周三在达沃斯对记者表示，特朗普政府"并不担心"前一交易日的抛售。 分析师表示，关键不在于特朗普说了什么，而在于他没有说什么。"他没有重申对欧洲的关税威胁；他没有说政府会动用武力夺取格陵 兰；他也没有说要给信用卡利率设上限，而是让国会去做。这更像是在降低实质内容的烈度，尽管风格仍然是典型的特朗普" 。 摩根大通资产管理的Bob Michele表示，周二市场的抛售是在向特朗普政府传递信息 ...

Core Viewpoint - KKR has announced an additional investment in Sylvan, a leading mushroom cultivation and fungal biotechnology company, through its managed USD and RMB funds, marking a continued commitment to support the company's expansion plans [2][7]. Group 1: Company Background - Sylvan is backed by Jiangsu Yuguan Modern Agricultural Technology Co., founded by Huang Jianguang, known as the "Mushroom King" in China [3]. - Huang Jianguang started his mushroom business in the 1980s, leading to his company becoming a major player in the canned mushroom market, with 68% of canned mushrooms exported from China being produced by his enterprise [5]. - In 2010, Jiangsu Yuguan began cultivating high-quality fresh white mushrooms, which account for approximately 40% of the edible mushroom market globally [6]. Group 2: Investment Details - KKR's initial investment in Jiangsu Yuguan was approximately RMB 2 billion in 2018, which helped the company become the largest single production unit for white mushrooms globally, generating revenues of RMB 500 million [6]. - The recent investment round was led by KKR and included participation from several global investors, such as TPG NewQuest, Ping An Capital, and Schroders Capital [6][7]. Group 3: Market and Growth Potential - The new investment will support Sylvan's plans to enhance production capacity, strengthen R&D capabilities, and expand into high-growth product lines, particularly in the rapidly industrializing mushroom and bioproduct markets in Asia [7]. - KKR's assets under management (AUM) reached USD 723 billion (approximately RMB 5 trillion) as of September 30, 2025, indicating its significant presence in private equity and credit markets [9].

Core Viewpoint - The Guotou Silver LOF Fund announced a full-day suspension of trading on January 22 to protect investors amid a high premium rate exceeding 50% [3][5][12]. Group 1: Fund Performance and Market Conditions - As of January 21, the Guotou Silver LOF's secondary market price was reported at 3.92 yuan, with a premium rate exceeding 50% [3][13]. - The fund's scale surged to 18.944 billion yuan by the end of the fourth quarter, reflecting a growth of over 185% compared to the end of the third quarter [3]. - The fund's net asset value (NAV) was 2.6095 yuan on January 20, while the closing price on January 21 was significantly higher at 3.92 yuan, indicating a substantial premium [7]. Group 2: Suspension Announcement and Investor Reactions - The fund's announcement of a full-day suspension was made to mitigate risks associated with the high premium, with potential further measures if the premium does not decrease [5][10]. - Investor reactions were mixed, with some expressing surprise and frustration over the sudden suspension after attempting to purchase shares [7][10]. Group 3: Market Dynamics and Risks - The high premium of the Guotou Silver LOF is linked to the rising international silver prices, and it is expected that the premium will diminish if silver prices decline [17]. - Historical trends indicate that silver price volatility is often greater than that of gold, suggesting potential risks for investors [17]. - The high premium is typically a result of supply-demand imbalances and excessive investor sentiment, which could lead to losses if investors buy at inflated prices [17].

Core Viewpoint - Moore Threads expects a net loss of 950 million to 1.06 billion yuan in 2025, despite projected revenue growth of 1.45 billion to 1.52 billion yuan, representing a year-on-year increase of 230.70% to 246.67% [2][3]. Group 1 - The company anticipates achieving high revenue growth for four consecutive years, while also narrowing its net losses for the same period [3]. - Moore Threads focuses on the research and innovation of full-featured GPUs, successfully launching the flagship MTT S5000 GPU, which has reached market-leading performance and is in mass production [3]. - The company has completed the construction of large-scale clusters based on its products, which efficiently support the training of large models with trillions of parameters, achieving advanced computational efficiency compared to similar international GPU clusters [3]. Group 2 - Despite the growth, the company acknowledges existing gaps in R&D strength, core technology accumulation, and product ecosystem compared to international giants [3]. - The booming AI industry and strong demand for high-performance GPUs have enhanced the company's competitive advantage, leading to increased market recognition and revenue growth, while overall losses have narrowed year-on-year [3]. - Moore Threads will use its own funds to meet the financial needs of its fundraising projects, ensuring the smooth progress of GPU R&D projects, which will focus on three core areas: next-generation AI training and inference chips, next-generation graphics chips, and next-generation AI SoC chips [3]. Group 3 - As of January 21, the company's stock price closed at 627.3 yuan per share, with a market capitalization of 294.8 billion yuan [4].