【导读】白宫：特朗普考虑动用美军等方式获取格陵兰岛 中国基金报记者 李智 一起来看下最新的国际资讯。 白宫：特朗普考虑动用美军夺取格陵兰岛 据央视新闻报道，当地时间1月6日，一名美国高级官员表示，特朗普总统及其团队正在讨论 多种获取格陵兰岛的方案，包括从丹麦购买、与格陵兰建立自由联系协定，军事手段亦被列 为选项之一。 该官员称，特朗普希望在其本届任期内完成对格陵兰岛的获取，并表示这一议题"不会消 失"。白宫方面将获取格陵兰岛视为国家安全优先事项，尽管部分北约领导人提出反对，特朗 普仍积极寻求达成协议。 美国国务卿鲁比奥6日在向国会议员进行的一场闭门简报中表示，特朗普政府当前针对格陵兰 岛的强硬表态，并不意味着即将发动军事行动，核心目标仍是从丹麦手中购买该岛。 据CCTV国际时讯，白宫在回应媒体问询的声明中称，"特朗普及其团队正在就这一重要外交 政策目标进行多种方案的讨论，当然，作为总司令，他始终有权选择动用美国军事力量。" 另据一位美国高级官员透露，特朗普及其顾问正考虑包括"从丹麦购买格陵兰岛"或"与格陵兰 岛建立自由联系国协定"等选项。该官员还称，特朗普希望在其当前任期内得到格陵兰岛。 北欧五国发布联合声明 ...

美国1月3日凌晨对委内瑞拉发起大规模军事打击，突袭委首都加拉加斯，强行控制总统马杜罗及其 妻子并移送出境。特朗普当天还称，美国将"管理"委内瑞拉直至实施"安全"过渡。 来源： 央视新闻、第一财经 据央视新闻，当地时间1月6日，美国总统特朗普宣布，委内瑞拉临时政府将向美国移交3000万至 5000万桶石油。这些石油将按市场价格出售，而所得资金将由特朗普进行监管，以确保这些资金用 于"造福委内瑞拉人民和美国人民"。 特朗普称，已要求能源部长克里斯·赖特立即执行这一计划。石油将由储油船装载，并直接运送至美 国的卸货码头。 目前委内瑞拉方面对此暂未做出官方表态。 随后，特朗普还表示，将让美国大型石油公司前往委内瑞拉投资，重建石油基础设施并为美国"创造 收益"。这一表态进一步显露美方染指委内瑞拉石油资源的企图。消息人士透露， 特朗普计划8日召 集美国石油巨头高管，商讨提高委内瑞拉石油产量事宜 。 les & FR 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 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 CHINA ...

美股科技"七巨头"涨跌不一。特斯拉跌超4%，苹果、谷歌、英伟达均收跌；亚马逊、微软、 脸书分别上涨3.38%、1.20%、0.28%。 【导读】隔夜美股集体走强，美联储官员称今年应降息超100点 中国基金报记者 纪瑶 隔夜美股市场三大指数全线收涨，道指、标普500指数均创历史新高。半导体概念股走强，特 斯拉跌超4%；金银价格齐升；美联储理事米兰发布降息重磅讲话。 美联储米兰：应降息超100个基点 米兰1月6日表示，预计经济数据将继续支持"降息是合适的"这一政策方向，美联储今年应降 息超过100个基点。 他强调，当前核心通胀已接近美联储目标，而现有政策具有限制性，正在对经济产生拖累。 米兰表示，基础通胀水平已基本回落至美联储2%的目标附近，他预计美国经济今年将保持强 劲增长。他认为，如果美联储未能下调短期借贷成本，这一前景可能会被破坏。 此外，综合央视新闻等报道，美国高院的日程表显示，1月9日为意见发布日，本周五是特朗 普关税案宣判的最早时间节点。 特斯拉跌超4% 美东时间1月6日（周二），截至收盘，道琼斯工业指数上涨0.99%，报49462.08点；纳斯达 克指数上涨0.65%，报23547.17点；标普50 ...

Core Viewpoint - The brain-computer interface (BCI) concept continues to gain traction, with multiple listed companies responding positively to the trend, leading to significant stock price increases in the sector [2][3]. Group 1: Stock Performance - On January 6, several companies in the BCI sector, including Weisi Medical, Sanbo Brain Science, and Aipeng Medical, saw their stocks hit the daily limit, with many achieving consecutive gains [3]. - Weisi Medical's stock rose by 20.01% to 69.70, while Sanbo Brain Science also increased by 20.01% to 84.94, indicating strong market interest [4][5]. Group 2: Company Developments - Weisi Medical is expanding its technology layout in the neuro-rehabilitation field from a single device to a comprehensive solution covering diagnosis, treatment, and rehabilitation [4]. - Sanbo Brain Science has established a BCI laboratory and is developing a product system that includes various applications in clinical diagnosis and neuro-rehabilitation [4]. - Aipeng Medical emphasizes the role of BCI as a bridge between the brain and external devices, highlighting its potential applications [5]. Group 3: Market Trends and Projections - The rehabilitation medical device sector is a key focus area, with companies like Xiangyu Medical aiming to enter over 1,000 top-tier hospitals in China, indicating a robust commercialization strategy [11]. - The global BCI market is projected to reach approximately $12.4 billion by 2034, with a CAGR of 17% from 2025 to 2034, reflecting significant growth potential [17]. Group 4: Collaborations and Innovations - Companies are exploring collaborations to integrate BCI technology with robotics, as seen in the partnership between Yijia and Maillande to develop brain-controlled robots [13]. - Blue Si Technology has become a strategic investor in Qiangnao Technology, indicating strong interest in the BCI hardware sector [14]. - Qiangnao Technology recently completed a financing round of approximately 2 billion, making it the second-largest financing in the BCI field after Neuralink [15].

【 导读 】 吉林农商银行改革新进展，获批吸收56家村镇银行 中国基金报记者 嘉合 1月6日，吉林金融监管局批复公告称，同意吉林农村商业银行股份有限公司（以下简称吉林 农商银行）吸收省内8家农商银行及48家村镇银行，核准上述56家机构解散。 吉林省农信系统改革新进展 吉林金融监管局公告称，同意吉林农商银行吸收合并吉林德惠农商银行等56家机构，核准上 述56家机构解散，全部资产、负债、业务、网点、人员及其他一切权利与义务由吉林农商银 行承继。该行应严格按照有关法律法规要求办理吸收合并事宜，并督促吉林德惠农商银行等 56家机构完成法人机构解散相关事宜。 同时，同意吉林农商银行德惠支行等56家分支机构开业，上述56家解散机构应在收到行政许 可决定之日起15日内将许可证缴回发证机关，并按照有关法律法规办理相关手续。吉林农商 银行应就分支机构更名事项向该局属地派出机构报告，变更金融许可证。 这意味着，吉林省农信系统的"统一法人"改革迎来重要进展。业内认为，吉林农商银行通过 吸收上述56家机构，能够将分散于各区域的金融风险纳入统一管控体系，大幅降低单体机构 风险外溢的可能性。 吉林农商银行2025年刚获批成立 回顾吉林省 ...

在第一个任期期间，特朗普曾于2019年、2021年两度被 众议院弹劾，也是美国历史上第一位两次通过 了众议院弹劾的总统， 但均因共和党控制参议院而未被定罪。 les & FR 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 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 特朗普证实，加利福尼亚州共和党籍联邦众议员道格·拉马尔法突然去世。拉马尔法是特朗普执政议程 的坚定支持者，特朗普对他的去世表示"非常悲痛"，称"他每次投票都和我一致"。 曾是特朗普重要政治盟友的玛乔丽·泰勒·格林5日辞去国会众议员席位，加上拉马尔法去世，共和党在众 议院的微弱优势进一步削弱。目前，共和党在众议院控制的席位减少到218席，民主党为213席。在参议 院，共和党占据5 ...

【导读】 2025 年 A 股新开户达到 2743.69 万户 中国基金报记者 孙越 1 月 6 日，上交所最新披露， 2025 年 12 月 A 股新开户达 260 万户，较 11 月环比增长 9% ，比 2024 年同期的 199 万户大幅增长 30.54% 。 至此， 2025 年全年 A 股新开户总数为 2743.69 万户。相比 2024 年的 2499.89 万户， 同比增长 9.75% ，成为自 2022 年以来 A 股年度新开户数据的最高纪录。 这一增长趋势在 2025 年得以延续，全年新开户 2744 万户，同比增长 9.75% ，并创下自 2022 年以来的年度新增开户数量新高。 回顾 2025 年 A 股新开户数据的月度变化，可以发现股市赚钱效应和政策支持是影响投资者 入市的两大主要因素。 1 月平稳开局，新开 157 万户； 2 月受春节后行情活跃影响，激增至 284 万户。 3 月再创 新高，突破 300 万户。 4 月受国际形势影响，开户数回落，而随后的 5 月因假期因素继续 下降。 在整体开户量稳步攀升的同时，市场呈现出一个引人瞩目的结构性变化：机构开户量大幅跃 升。 | 账户新 ...

Core Viewpoint - The Shanghai Stock Exchange has issued an inquiry letter to Yahui Long, requesting additional disclosure regarding its cooperation with Brain Machine Star Chain Technology Co., Ltd. [2] Group 1: Cooperation Details - On January 6, Yahui Long announced the signing of a strategic cooperation framework agreement with Brain Machine Star Chain, focusing on clinical transformation and market expansion of brain-computer interface technology [5][9] - The inquiry letter requires Yahui Long to disclose the main technical routes, product types, application fields, and commercialization status of Brain Machine Star Chain, as well as the resources available for further development [10] - Yahui Long's stock price rose by 6.52% to 15.53 yuan per share, with a total market value of 8.874 billion yuan following the announcement [5] Group 2: Commercial Viability - Brain Machine Star Chain, established on September 2, 2025, has a registered capital of 5 million yuan and focuses on comprehensive diagnosis, treatment, and rehabilitation of brain diseases [9] - The strategic cooperation includes market promotion and revenue sharing, but the products under development, such as brainwave analysis devices and non-invasive brain-computer interface devices, have not yet entered the registration phase [10][11] Group 3: Research and Development Feasibility - Yahui Long and Brain Machine Star Chain plan to enhance R&D collaboration in pediatric, neurological, and metabolic fields [12] - The inquiry letter requests Yahui Long to provide details on the names and progress of in-development projects, as well as the expected investment amounts and collaboration methods [13] Group 4: Financial Considerations - Yahui Long's revenue and net profit for the first three quarters of 2025 decreased by 7.69% and 72.36%, respectively, with cash reserves of 465 million yuan [15][18] - The company is expected to provide specific arrangements for potential equity investments or financial support to Brain Machine Star Chain [17] - Yahui Long stated that the cooperation will not significantly impact its performance in the short term [18]

【导读】存储芯片涨疯了 中国基金报记者 泰勒 大家好，今晚继续关注海外市场的表现。 1月6日晚间，美股三大指数继续上涨。 美股上涨 到目前为止，股市投资者对委内瑞拉局势紧张基本不为所动，三年牛市仍在延续，而这轮行情主要由对AI相关股票的需求推动。周二公布的 美国服务业PMI低于预期，进一步抬升了市场对降息的押注；本周稍晚还将发布商业活动与就业市场数据。 周一拉斯维加斯CES展会上，多家芯片巨头集中发布最新动态后，AI主线仍将是市场焦点。英伟达CEO黄仁勋表示，备受期待的Rubin数据 中心处理器已进入量产，客户很快就能试用相关技术。英伟达 股价 一度上涨近2%， 带动三大股指整体走强。其他与AI相关的股票也推升 大盘。 Innovator ETFs研究与投资策略主管Tom O'Shea表示："从历史经验看，登上头条的地缘政治事件可能带来短期波动并压低股价。但这一 次，标普500指数在行动后的首个交易日反而上涨，能源股领涨，市场预期美国企业可能从委内瑞拉潜在的基础设施重建中受益。与此同 时，国防股、贵金属和比特币也上涨，显示投资者反应偏'分化'。" 此外，今晚美股最大的亮点，是存储芯片概念股集体大涨，其中，Sa ...

Core Viewpoint - The new regulations on public fund sales are expected to enhance the focus of bank wealth management on equity funds, leading to a structural shift in asset allocation and potentially increasing the investment horizon for these funds [2][6]. Group 1: Impact of New Regulations - The new regulations aim to reduce costs for investors by lowering subscription fees and sales service fees for public funds, which is expected to enhance the profitability of wealth management products [2][4]. - The flexibility in redemption fees and the extension of the transition period to 12 months will significantly reduce liquidity constraints and improve operational flexibility for wealth management funds [4][5]. - The overall reduction in costs, particularly for passive index funds, is anticipated to improve net asset value performance and encourage long-term holding behaviors among investors [5][6]. Group 2: Changes in Asset Allocation - There is a projected shift in the asset allocation structure of bank wealth management, with a continued emphasis on bond funds while also increasing the focus on equity funds due to the advantages of lower fees [7][8]. - The demand for mixed funds and equity assets is expected to rise as investors seek to enhance returns in a low-interest-rate environment, leading to a longer investment horizon [7][11]. - The new regulations are likely to facilitate a more efficient and standardized participation of wealth management funds in the public market, promoting a synergistic development between wealth management and public funds [5][8]. Group 3: Future Outlook for Wealth Management Assets - The scale of wealth management assets is projected to grow steadily, with an estimated increase of around 3 trillion yuan, reaching between 36 trillion and 37 trillion yuan by the end of 2026 [10][11]. - Factors contributing to this growth include the maturation of high-interest fixed deposits and a shift in investor preferences towards wealth management products that offer stable returns [11]. - The demand for low-volatility, stable products and "fixed income plus" products is expected to remain strong, as these align with the risk-averse nature of investors in a low-interest-rate environment [11].