【导读】广州来利好啦 中国基金报记者 泰勒 兄弟姐妹们啊，利好又来了，这一次是广州。 1月8日， 广州市人民政府办公厅发布《广州市加快建设先进制造业强市规划（2024—2035年）》。 到2030年，先进制造业强市建设迈上重要台阶，现代化产业体系建设取得显著进展，产业体系整体效能明显提升，形成万亿带动、千亿支 撑、百亿跃升的新格局。产业结构不断优化，质量效益大幅跃升，数智化、绿色化水平显著提升，在部分重点领域引领全球产业发展，迈 入全球价值链中高端，建设若干世界级先进制造业集群，建成先进制造业强市。展望2035年，先进制造业强市地位更加巩固，现代化产业 体系基本建成，新质生产力高度发展，产业创新能力和高水平人才队伍居世界前列，培育建设一批世界一流企业和具有国际竞争力的领军 企业，在全球分工体系和产业链供应链体系中的主导力和控制力举足轻重。率先实现新型工业化，关键核心技术实现重大突破，稳居全球 价值链中高端，建成具有国际竞争力的先进制造业强市。 加速培育人工智能、半导体与集成电路、新能源与新型储能、低空经济与航空航天、生物制造等5个战略先导产业 聚焦"2035年工业增加值翻一番"目标，加快推进新型工业化，培育壮 ...

Core Viewpoint - Haiguang Information is building a large open ecosystem for domestic chips, aiming to establish a strong presence in the CPU industry and transition from chaotic competition to collaborative development in the AI computing sector [2][3][4]. Group 1: Company Growth and Revenue - As of January 8, 2026, Haiguang Information's market capitalization exceeds 560 billion yuan [3]. - The company achieved a revenue of 9.162 billion yuan in 2024, with projections suggesting it could reach around 20 billion yuan by 2027, establishing a foothold in the global CPU competition [3][9]. - From 2020 to 2022, Haiguang Information's revenue doubled, and in 2023, it maintained a growth rate of 17.3%. The revenue for 2024 is expected to grow by 52.4%, and by the first three quarters of 2025, it has already surpassed the total revenue of 2024, reaching 9.49 billion yuan, a year-on-year increase of 54.65% [6][8]. Group 2: Dual-Core Strategy - Haiguang Information is one of the few chip design companies with capabilities in both high-end general-purpose processors (CPU) and co-processors (DCU), having established a "dual-core" development strategy [3][9]. - The company has been iterating its CPU products approximately every 1.5 years to address performance bottlenecks, while also collaborating with various partners in the ecosystem to enhance product offerings [8][10]. - The DCU products, including the Deep Computing Unit (DCU), are designed to meet national strategic needs and have been well-received by clients and ecosystem partners [10]. Group 3: Ecosystem Development - Haiguang Information emphasizes the importance of building a collaborative ecosystem, having established the "Light Alliance" organization to integrate various partners across the chip, machine, software, and application sectors [21][23]. - As of December 2025, the Light Alliance has gathered over 6,000 partners and established 28 physical ecological adaptation centers, facilitating over 15,000 hardware and software adaptation testing projects [23]. - The company aims to create an open ecosystem that allows domestic users to gain confidence in the domestic chip industry, reducing reliance on foreign products [4][24]. Group 4: Future Challenges and Goals - The primary challenge for Haiguang Information is attracting more industry-leading manufacturers to the Light Alliance platform, ensuring that product development considers the strengths of all partners involved [24]. - The company has outlined its development phases, with the current phase (3.0) focusing on integrating with upstream and downstream partners to strengthen the domestic integrated circuit industry [4][24].

Core Viewpoint - The article discusses the successful repatriation of Chen Zhi, the leader of a major cross-border gambling and fraud crime syndicate, from Cambodia to China, highlighting the effectiveness of law enforcement cooperation between China and Cambodia in combating international telecom fraud [2][5]. Group 1: Background on Chen Zhi - Chen Zhi, born in December 1987 in Fuzhou, China, is a dual citizen of the UK and Cambodia, and the founder and CEO of Prince Group, which has invested over $2 billion in real estate in Cambodia since its establishment in 2015 [7]. - After dropping out of school, Chen Zhi worked as a network administrator and later formed a hacking team to attack websites, eventually fleeing to Cambodia in 2010 [7]. - In Cambodia, he allegedly built a transnational crime network under the guise of real estate development, involving the coercion of laborers into cryptocurrency scams [7]. Group 2: Criminal Activities and Legal Actions - The U.S. Department of Justice issued an international warrant for Chen Zhi in October 2025, accusing him of 23 felonies including telecom fraud and money laundering, and seizing 127,271 bitcoins valued at approximately $15 billion, marking the largest single asset seizure in U.S. history [7]. - In November 2025, Hong Kong police froze assets worth HKD 2.75 billion linked to a criminal group involved in international telecom fraud and money laundering, identified as the Prince Group [8]. - In December 2025, Thailand's Anti-Money Laundering Office froze and seized 289 assets related to Chen Zhi, valued at approximately THB 10.165 billion, connected to major cases of transnational fraud and technical crimes [8].

制造、量子科技、生物制造、芯片、新材料和核聚变六大领域。这些领域与中国"十五五"规 划中的重点产业高度重叠，预示着两大经济体之间的竞争与合作并存。 财政部原副部长 朱光耀 这一判断得到了丹麦著名科技投资人Lars Tvede的验证。他认为，世界正经历史上技术扩散 最快的阶段，AI的影响力已显现在实际的生产活动中。他预计，未来五年有效算力有望增长至 当前的约180万倍，这将催生包括个人AI、具身智能在内的广泛应用，到2050年，按模型推 算的AI认知处理量将达到全人类大脑合计的约5000万倍，并可能承担绝大多数人类白领与体 力工作。Lars Tvede也指出，尽管AI领域的投资存在局部过热，但基于健康的公司财务状 况、有利的宏观背景和相对合理的估值，他将当前阶段视为由强大基本面驱动的前瞻性投 资，而非泡沫。 2026年伊始，全球经济延续激荡的 "分化"与"重塑"，AI浪潮正从资本开支迈入应用落地关键 期，全球再工业化驱动大规模财政投入与制造业回流，重塑供应链格局。国内经济方面，"十 五五"规划的开局之年，围绕发展新质生产力，经济的高质量发展进一步落地见效。 投资者如何在宏观变革的大潮中，寻求结构性的投资机遇，天 ...

【导读】最强主线，商业航天批量涨停 中国基金报记者 泰勒 大家好，今天的市场显然放缓了脚步，三大指数下跌，所幸的是，个股方面涨多跌少！ A股调整 1月8日，沪指全天窄幅震荡，创业板指跌近1%。截至收盘， 沪指跌0.07%，深成指跌 0.51%，创业板指跌0.82%。 市场共 3731只个股上涨，111只个股涨停，1595只个股下跌。 | 880005 张跌家数 | | | | --- | --- | --- | | 글 바 | 涨停 | 111 | | 涨幅 | > 7% | 194 | | 涨幅 | 5-7% | 192 | | 涨幅 | 3-5% | 402 | | 涨幅 | 0-3% | 2943 | | 跌幅 | 0-3% | 1403 | | 跌幅 | 3-5% | 149 | | 跌幅 | 5-7% | 30 | | 跌幅 | > 7% | 13 | | 其中 跌停 | | 6 | | | | 3731 | | | | 1595 | | | | 144 | | 上記載發 公武祖朝歌 | | 5470 | | | | 28263.02 乙 | | | | 159682.5万 | | 张家增减 | | ...

千万大奖落地！雷军最新回应 商务部8日举行例行新闻发布会，商务部新闻发言人何亚东在回应有关审查Meta收购人工智能平台 Manus的提问时说，中国政府一贯支持企业依法依规开展互利共赢的跨国经营与国际技术合作。需要 说明的是，企业从事对外投资、技术出口、数据出境、跨境并购等活动，须符合中国法律法规，履行法 定程序。 商务部将会同相关部门对此项收购与出口管制、技术进出口、对外投资等相关法律法规的一致性开展评 估调查。 超百亿，净流出 来源：新华社 ...

【导读】翌耀科技启动上市辅导，系复星国际旗下智能科技集团 中国基金报记者 邱德坤 据证监会网站披露，1月7日，上海翌耀科技股份有限公司（以下简称翌耀科技）在上海证监 局办理辅导备案登记，拟首次公开发行股票并上市，辅导券商为申万宏源证券承销保荐有限 责任公司。 辅导报告称 翌耀科技 无控股股东，但官网显示其为 复星国际旗下 的 智能科技集团，为奔 驰、宝马、大众等一线车厂提供柔性自动化生产线交钥匙工程、个性化定制的工程设计，以 及各类智慧工厂解决方案。 辅导工作分为三个阶段 辅导备案报告显示，1月5日， 翌耀科技 与申万宏源证券承销保荐有限责任公司签订辅导协 议，明确了翌耀科技的辅导工作分为三个阶段，分别是辅导前期、中期、后期。 在辅导前期，辅导机构在前期尽职调查的基础上，对翌耀科技进一步开展深入尽职调查，完 善并实施辅导方案，进行有针对性的学习、培训。 在辅导中期，辅导机构就深入尽职调查中发现的问题制定整改方案，并督促翌耀科技落实整 改方案。 在辅导后期，辅导机构组织辅导对象的相关人员，参加上海证监局组织的考试；完善辅导工 作底稿，报送辅导验收申请材料；协助翌耀科技开展首次公开发行股票的准备工作。 复星系旗下 ...

Group 1 - The core point of the article is that Xiaomi has awarded the "Xuanjie O1" team with a significant technology prize, and plans to invest 200 billion yuan in R&D over the next five years to enhance its core technologies in chips, operating systems, and AI [2][3][5]. - Xiaomi's CEO Lei Jun emphasized three key principles: prioritizing technology, fostering an engineering mindset, and creating a top-tier platform for talented engineers to enhance their sense of achievement and happiness [3][5]. - The "Xuanjie O1" project, which won the top award, is a milestone for Xiaomi, showcasing its commitment to core technology development with a GPU that has 35% lower power consumption compared to Apple's [5][7]. Group 2 - The Xiaomi Technology Award has been upgraded to a 10 million yuan prize, aimed at recognizing breakthroughs in core technology fields, with a total investment of over 75 million yuan since its inception in 2019 [7]. - The "Xuanjie O1" utilizes advanced 3nm process technology, positioning Xiaomi among the industry's top tier in performance and efficiency [5][6]. - Lei Jun mentioned that Xiaomi aims to achieve a convergence of self-developed chips, operating systems, and AI models in a single terminal product this year, indicating significant progress in its machine business [5][6].

【导读】王腾宣布创业，成立新公司"今日宜休" 中国基金报记者 忆山 1月8日，王腾在微博发布消息称，自己从小米离开后开始筹备创业，最近新公司已经成立， 公司取名为"今日宜休"，目标是通过研发睡眠健康相关的产品，让大家能拥有更好的精力状 态。 王腾 Thomas ® 54 分钟前 来自 REDMI K90 Pro Max 跟大家汇报下最近的情况:从小米离开后开始筹备创业,最近新公司已经成立,公 司取名为"今日宜休",目标是通过研发睡眠健康相关的产品,让大家能拥有更好的 精力状态。 大家可能会好奇为什么选择睡眠健康、精力管理这个方向? 1. 首先睡眠、精力已经成为每个人都关心的健康问题。以我个人为例,近几年的工 作强度和压力比较大,每次前一天睡眠不好,第二天就会感觉很疲惫,从小米离开 那段时间压力巨大更是如此。跟很多朋友交流,发现生活和工作的压力让大家睡眠 质量差、精力不足问题非常普遍,我们想在这个领域做一些努力,帮助大家能够拥 有更好的精力状态。 2. 社会对睡眠的价值理解有待提升。最近几个月阅读了一些关于睡眠健康的书 籍,发现我们对于睡眠的作用、睡眠不足的风险等都了解很少,推荐大家有时间可 以读一下《why ...

Core Viewpoint - The stock ETF market in China has experienced a significant net outflow of over 12.6 billion yuan, marking the first occurrence of a net outflow exceeding 10 billion yuan in 2026, despite a strong performance in the A-share market [2][4]. Group 1: Market Overview - As of January 7, 2026, the total scale of all stock ETFs (including cross-border ETFs) reached 4.72 trillion yuan, with a net outflow of 12.649 billion yuan on that day alone [4]. - In the first three trading days of the year, the cumulative net outflow exceeded 11.9 billion yuan [4]. Group 2: Fund Flows by Type - On January 7, the net inflows were led by Hong Kong stock ETFs and commodity ETFs, with inflows of 4.086 billion yuan and 1.107 billion yuan, respectively [6]. - Conversely, broad-based ETFs experienced significant net outflows, totaling 15.866 billion yuan, with a scale decrease of 14.372 billion yuan [6]. Group 3: Specific ETF Performance - ETFs tracking the Hong Kong Internet Index saw a net inflow of 1.462 billion yuan, while those tracking the CSI A500 Index faced a net outflow of 4.477 billion yuan [6]. - Over the past five trading days, ETFs tracking the SGE Gold 9999 Index attracted over 6.8 billion yuan, and those tracking specific non-ferrous indices saw inflows exceeding 4.7 billion yuan [6]. Group 4: Notable Fund Managers - Several ETFs managed by large fund companies continued to see net inflows, including the Securities Insurance ETF from E Fund, which reached a scale of 20.524 billion yuan with a net inflow of 557 million yuan [6]. - The China Concept Internet ETF from E Fund also performed well, with a scale of 42.025 billion yuan and a net inflow of 547 million yuan [6]. Group 5: Market Outlook - According to Huaxia Fund, the macro environment is expected to remain favorable for long positions, with anticipated acceleration in local government special bond issuance and central budget investments [13]. - The market is currently in a phase of valuation expansion, supported by long-term factors such as new growth drivers, policy support for A-shares, and a low-interest-rate environment [13].