来源：央视新闻 据海关统计，2025年我国外贸进出口达45.47万亿元，增长3.8％。其中，出口26.99万亿 元，增长6.1%；进口18.48万亿元，增长0.5％。 短线拉升，再创新高！ ...

Group 1 - The Nikkei 225 index opened higher on January 14, reaching a new high of 54,000 points with an increase of 1% [2] - The index closed at 54,128.24, up 579.08 points or 1.08% from the previous close of 53,549.16 [3] - Key stocks leading the gains include Yaskawa Electric, Advantest, and Shiseido, with respective increases of 4.65%, 3.93%, and 3.34% [4] Group 2 - The 10-year Japanese government bond yield rose by 2 basis points to 2.180%, while the 5-year yield reached 1.615%, the highest level since 2000 [4] - Concerns regarding Prime Minister Sanae Takaichi's fiscal policy stance are expected to continue to pressure the yen, potentially leading to further depreciation [5] - The KOSPI index in South Korea opened lower but later rose by 0.45% to 4,713.8 points, with notable gains in stocks like TIAN YI Express and Hyundai Construction [6][8] Group 3 - South Korea's exchange announced plans to implement 24-hour trading starting December 2027, as a response to global exchanges extending trading hours to attract retail investors [9]

数据"遇冷"，集体收跌！英伟达，大消息！ 来源：央视新闻 当地时间13日， 总台记者 获悉，委内瑞拉政府已释放至少四名被监禁的美国公民。 委内瑞拉全国代表大会常会13日在首都加拉加斯召开，全代会主席豪尔赫·罗德里格斯任命议 会友好小组负责人及常设委员会主席。罗德里格斯在讲话中宣布，已释放超过400名囚犯。 ...

Core Viewpoint - The latest CPI data from the US has been released, leading to a decline in the three major US stock indices, while semiconductor stocks experienced a rebound, particularly Intel, which rose over 7% [2][3]. Group 1: US Stock Market Performance - On January 13, 2025, the three major US stock indices closed lower: the Dow Jones Industrial Average fell by 398.21 points (0.80%) to 49,191.99, the Nasdaq dropped by 24.03 points (0.10%) to 23,709.87, and the S&P 500 decreased by 13.53 points (0.19%) to 6,963.74 [4][5]. - The US Labor Department reported that the Consumer Price Index (CPI) increased by 2.7% year-on-year in December 2025, with a core CPI (excluding food and energy) rising by 2.6% [4]. Group 2: Semiconductor Sector - The semiconductor sector saw a rebound, with Intel rising by 7.33%, AMD increasing by 6.39%, ASTERA LABS up by 4.63%, and Rambus (蓝博士半导体) gaining 2.78% [7][9]. - Major tech companies had mixed performances: Google (Alphabet) rose by 1.11%, Nvidia by 0.47%, and Apple by 0.31%, while Tesla, Microsoft, Amazon, and Facebook experienced declines [7][10]. - The US has approved the export of Nvidia's H200 chips to China, with the approval process managed by the US Department of Commerce [7]. Group 3: Banking Sector - JPMorgan Chase reported its Q4 2025 earnings, exceeding expectations with adjusted revenue of $46.77 billion and a net profit of $13 billion, translating to an earnings per share of $4.63. The full-year net profit for 2025 was $57 billion [12]. - Despite strong earnings, JPMorgan's stock fell over 4%, reflecting broader declines in the banking sector [12]. Group 4: Oil Market - NYMEX WTI crude oil futures surged, reaching a peak of approximately $61.5 per barrel. The EIA's short-term energy outlook indicated that global oil production is expected to exceed demand, leading to rising inventories [14]. - The forecast for 2026 suggests a decline in oil prices, with Brent crude expected to average $56 per barrel, a 19% decrease from 2025, and further dropping to $54 per barrel in 2027 [14][15].

Group 1 - The core viewpoint of the article highlights the cancellation of talks between the U.S. and Iranian officials by President Trump, despite previous indications of negotiations being arranged [2] - The U.S. is considering a range of measures, including military options, in response to the situation with Iran, indicating a shift towards a more aggressive stance [2] - Trump's national security team is set to meet to discuss updated strategies regarding Iran, although it is unclear if Trump will attend the meeting [2] Group 2 - Trump's press secretary emphasized that while diplomacy is the preferred approach, the use of military force will not be hesitated if deemed necessary [2] - Iranian Foreign Minister Zarif stated that Iran is open to negotiations with the U.S. based on mutual respect but is also prepared for war [2]

当地时间1月13日， 美国政府批准英伟达向中国出口其人工智能芯片H200。 该决定预计将 重启H200芯片对中国客户的出货。 此前，美国总统特朗普通过社交媒体表示，美国政府将允许英伟达向中国出售H200人工智能 芯片。据悉，上述对华销售将由美国商务部负责审批和安全审查，美方还将从相关交易中收 取约25%的费用。 来源：央视新闻 ...

Core Viewpoint - The article discusses regulatory warnings issued by the Shanghai Stock Exchange to two companies, Electric Science Digital (600850) and Hangxiao Steel Structure (600477), for inadequate risk disclosures related to the "commercial aerospace" sector, which has seen significant market interest and volatility this year [1][3][8]. Group 1: Electric Science Digital - Electric Science Digital received a regulatory warning for providing inaccurate and incomplete information regarding its involvement in commercial aerospace and AI businesses, which misled investors [3][5]. - Following the release of information about its satellite internet products, the company's stock price rose by 19.37% until January 12, 2026, but later disclosures revealed that its satellite communication products had only about 390,000 yuan in orders for the entire year, representing less than 0.1% of total business [3][5]. - The company was required to issue a risk warning on January 13, 2026, indicating that its AI products were still in small-scale delivery and had not yet achieved significant sales, with future development remaining uncertain [3][5]. Group 2: Hangxiao Steel Structure - Hangxiao Steel Structure also received a regulatory warning for misleading information regarding its role in a joint project for a large liquid rocket assembly and recovery base, with a contract value of approximately 2.53 billion yuan [9][10]. - The company’s stock experienced multiple consecutive trading halts following the announcement, but subsequent disclosures clarified that the contract amount was less than 1% of its audited revenue for 2024, indicating minimal impact on overall performance [9][10]. - On January 13, 2026, the company acknowledged media reports linking it to the "commercial aerospace" sector, stating that it does not engage in such business [11][13].

e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯，针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读，从投资者需求出发，直播上市公司有价值的活动、会议。 来源：e公司 1月13日晚间，德邦股份（603056）停牌谜底揭晓：公司拟主动终止在A股上市。公司将为异议股东提供现金选择权，行权价格比该股停牌前的价 格高。 以下文章来源于e公司 ，作者证券时报 李小平 e公司 . 公告显示，为了更好地顺应物流行业的发展趋势，更为高效、有力地统筹协调与整合JD Logistics, Inc.（京东物流股份有限公司，下称"京东物流"）体系内 的物流资源，亦考虑积极践行公司间接控股股东宿迁京东卓风企业管理有限公司（下称"京东卓风"）收购德邦物流时作出的关于同业竞争的承诺， 根据相 关法律、法规及规范性文件的规定，经京东卓风提议，并经公司董事会审议通过，公司拟以股东会决议方式，主动撤回A股股票在上交所的上市交易，并在 取得上交所终止上市决定后，申请在全国中小企业股份转让系统退市板块继续交易。 德邦股份于2018年1月在上交所主板上市，控股股东为德邦投资控 ...

【导读】美国最新通胀数据， 强化了交易员对美联储6月降息的预期 中国基金报记者 泰勒 大家好，简单关注一下美国的最新CPI数据，将影响美联储的降息路径。 1月13日晚间， 美国劳工部周二表示，去年12月消费者价格指数（CPI）同比上涨2.7%，与 去年11月持平。 剔除波动较大的食品和能源后，核心CPI同比上涨2.6%，同样与11月一致。 经济学家此前预计，去年12月CPI同比上涨2.7%，核心CPI同比上涨2.8%。 从环比来看，经季节调整后，12月CPI上涨0.3%，符合经济学家的预期。核心CPI环比上涨 0.2%，低于经济学家预期的0.3%。 劳工部称，12月多个与家庭开支密切相关的项目价格明显上涨，例如食品杂货和外出就餐， 住房成本、交通服务以及医疗护理费用也在12月加速上行。相对而言，汽油价格以及二手 车、二手卡车价格出现下降。 最新的报告也标志着数月来首次对通胀趋势进行"完整体检"。由于去年秋季美国政府停摆， 劳工部无法进行线下价格采集，只能在此前的通胀报告中用技术性方法补齐缺失数据。 经济学家认为，一个月前公布的11月通胀数据可能被"人为压低"。他们提醒说，本次公布的 12月数据可能会对11月被 ...

Core Viewpoint - The stock of Fenglong Co., Ltd. has experienced a significant price increase, leading to a temporary suspension for investigation due to a serious divergence from the company's fundamentals [2][5][7]. Group 1: Stock Performance and Suspension - Fenglong Co., Ltd. announced a stock suspension starting January 14, 2026, for a maximum of three trading days to investigate trading fluctuations [2][7]. - The stock has seen a 213.97% increase over 12 consecutive trading days, raising concerns about its divergence from market trends and fundamentals [5][8]. Group 2: Financial Metrics and Risks - As of January 13, 2026, the closing price of Fenglong Co., Ltd. was 61.79 yuan per share, with a static P/E ratio of 2939.63 and a P/B ratio of 14.21, significantly higher than the industry averages of 42.34 and 3.97, respectively [8]. - The company has indicated a high risk of stock speculation and potential for rapid price declines [8]. Group 3: Business Operations and Future Outlook - The company is in the process of a share transfer, with UBTECH planning to acquire 43% of Fenglong Co., Ltd. for 1.665 billion yuan, but the completion of this transaction remains uncertain [10][11]. - Fenglong Co., Ltd. reported a net loss of 7.04 million yuan for 2023, but is projected to turn a profit in 2024 with a net profit of 4.59 million yuan, and a net profit of 21.52 million yuan for the first three quarters of 2025 [11].