Group 1 - The Chinese government supports the UN Security Council in convening an emergency meeting regarding the US military actions against Venezuela, emphasizing the need for dialogue and negotiation to resolve issues [1] - China expresses serious concern over the US's actions to forcibly control President Maduro and his wife, stating that such actions violate international law and the principles of the UN Charter [1] - China reaffirms its commitment to maintaining good relations with Latin American and Caribbean countries, emphasizing a policy of non-interference and mutual respect [2] Group 2 - The Chinese government respects Venezuela's sovereignty and believes that the Venezuelan government will handle its internal affairs according to its constitution and laws [3] - China is committed to deepening practical cooperation with Venezuela, regardless of the political situation, and asserts that its legitimate interests in Venezuela will be protected by law [3] - The Chinese government is closely monitoring the security situation in Venezuela and reports no impact on Chinese personnel from US airstrikes [4]

水利部原党组成员、副部长田学斌涉嫌严重违纪违法，目前正接受中央纪委国家监委纪律审 查和监察调查。 来源：中央纪委国家监委网站 ...

Market Overview - A-shares experienced a significant rise on January 5, with the Shanghai Composite Index surpassing 4000 points, closing up 1.38%, the Shenzhen Component up 2.24%, and the ChiNext Index up 2.85% [2] - A total of 4185 stocks rose, with 127 hitting the daily limit up, while 1168 stocks declined [2][3] Sector Performance - The brain-computer interface sector saw a surge, with over 20 stocks including Sanbo Brain Science and Innovation Medical hitting the daily limit up, following Elon Musk's announcement regarding Neuralink's plans for large-scale production of brain-computer interface devices by 2026 [3] - The semiconductor sector strengthened, particularly in memory chips, with stocks like Hengsuo and Zhaoyi Innovation also hitting the daily limit up [4] - The insurance sector showed robust performance, with Xinhua Insurance and China Pacific Insurance both rising over 7%, reaching historical highs [5] International Market Trends - The Japanese market opened strong in the first trading week of 2026, with the Nikkei 225 index rising nearly 3% and the TOPIX index up 2.12%, reaching a historical high [5] - The South Korean KOSPI index continued its upward trend, increasing by 3.15% to a new historical high of 4448.52 points, driven by a significant rise in Samsung Electronics' stock, which increased over 7% [7] Geopolitical Impact - The recent military actions by the U.S. against Venezuela led to a spike in gold and silver prices, reflecting market reactions to geopolitical tensions [9] - Analysts noted that geopolitical noise tends to dissipate quickly, and the escalation in Venezuela has not significantly impacted global risk assets, indicating a tendency for markets to quickly digest such shocks [10][12]

来源：央视新闻 记者今天（5日）从国家卫生健康委了解到 ，2026年度育儿补贴今天正式开始申领， 凡是符 合申领条件的婴幼儿，其申领人今天就可以通过支付宝、微信平台的"育儿补贴"小程序，还 有婴幼儿户籍所在省份的政务服务平台育儿补贴申领专区线上申领，也可以到户籍所在地的相 关部门线下申请办理。 新一年育儿补贴线上申领的最大变化，是在去年的基础功能上增加了续领功能。也就是说， 2025年已申领过育儿补贴且符合新一年继续申领条件的婴幼儿，其申领人可以进行续领申 请。 如果信息没有变化，则可直接进行一键续领操作，简化申领流程。如果信息有变化，只需要点 击修改，系统会将第一次申请信息自动带入，申领人只需针对有变动的内容进行修改再提交就 可以了。 如果婴幼儿今年是第一次申请育儿补贴，可以提前准备好相关证件信息，点击我要申请补贴， 填写相关信息，提交成功后等待工作人员审核即可。 申领人主要通过育儿补贴信息管理系统线上 申请,也可线下申请。 发放渠道为申领人或婴幼儿的银行卡或其他 金融账户,鼓励通过惠民惠农财政补贴资金 "一卡通"或婴幼儿的社会保障卡发放。 音儿补贴有哪些相关优惠政策? 对按照育儿补贴制度规定发放的育儿补贴 ...

Core Viewpoint - On December 31, 2025, stock ETFs saw a net inflow of nearly 4.8 billion yuan, indicating a proactive investment strategy as funds positioned themselves for opportunities in 2026 [2]. Group 1: ETF Inflows - The total scale of all stock ETFs in the market reached 4.76 trillion yuan as of December 31, 2025, with a net inflow of 4.792 billion yuan on that day [4]. - Industry-themed ETFs led the inflows, totaling 5.967 billion yuan, with the semiconductor sector attracting 1.36 billion yuan and the robotics sector 1.09 billion yuan [4]. - Specific ETFs such as the E Fund Robotics ETF saw a net inflow of 320 million yuan, while the Huaxia Fund's robotics ETF exceeded 200 million yuan in inflows [4]. Group 2: Notable Inflows in Broad-based ETFs - The CSI A500 ETF had a net inflow of 2.77 billion yuan, while the Sci-Tech 50 ETF saw 1.12 billion yuan in inflows [5]. - Individual products like the Southern Fund's A500 ETF recorded a net inflow of 1.107 billion yuan, and the Huaxia Fund's A500 ETF also surpassed 1 billion yuan in inflows [5]. Group 3: Outflows from Broad-based ETFs - Broad-based ETFs experienced a significant net outflow of 369 million yuan on December 31, 2025, with a total scale decrease of 24.965 billion yuan [9]. - The top five ETFs with the largest outflows included the SSE 50 ETF with a net outflow of 2.15 billion yuan and the CSI 300 ETF with 1.53 billion yuan [9].

中国基金报记者 晨曦 金融反腐最新消息来了！ 日前，安徽纪检监察网通报称，亳州药都农村商业银行股份有限公司党委书记、董事长王锋 涉嫌严重违纪违法，目前正接受安徽省纪委监委驻省农信社纪检监察组纪律审查；经安徽省 监委指定管辖，接受池州市东至县监察委员会监察调查。 | | | 【导读】亳州药都农村商业银行党委书记、董事长王锋接受纪律审查和监察调查 薪酬方面，亳州药都农商银行披露数据显示， 2022 年 —2024 年，王锋的税前薪酬分别为 86.30 万元、 81.45 万元、 82.85 万元。 近年来，王锋曾以亳州药都农商银行党委书记、董事长的身份多次发表文章，围绕服务乡村 振兴、完善农村金融生态、深化绿色转型等主题，介绍亳州药都农村商业银行的发展实践。 值得一提的是，此前亳州药都农商银行已有重要领导被查。 2023 年 6 月，安徽纪检监察网 通报显示，亳州药都农商银行原党委书记、董事长许绍普涉嫌严重违纪违法，接受安徽省纪 委监委驻省农信社纪检监察组纪律审查和淮北市相山区监察委员会监察调查。 此外， 2025 年该行亦有多名干部被查，如亳州药都农商银行原新城支行行长梁富强、亳州 药都农商银行上善支行原行长赵 ...

Group 1 - Venezuela's interim president invites the United States to participate in establishing a cooperative agenda, emphasizing the need for peaceful coexistence and respect for sovereignty in international relations [4] - The Venezuelan government expresses a desire for a collaborative agenda with the U.S. aimed at mutual development within the framework of international law [4] - The letter from the Venezuelan government reiterates the importance of peace and dialogue for the Venezuelan people and the region, rejecting war as a solution [4] Group 2 - U.S. President Trump claims that the U.S. is "controlling Venezuela" and is in contact with the newly sworn-in interim president, indicating a willingness to engage in dialogue at the appropriate time [6] - Trump emphasizes the need for the U.S. to gain access to Venezuela's oil and other resources to aid in the country's reconstruction [6] - Trump threatens the interim president with severe consequences if she does not comply with U.S. expectations, suggesting that the costs could be higher than those faced by Maduro [9]

【导读】上午 A 股三大指数集体大涨，半导体、保险板块大涨，脑机接口概念股掀 " 涨停潮 " 中国基金报记者 张舟 大家好，今天是 2026 年第一个交易日，基金君和你继续关注市场行情！ 个股掀 " 涨停潮 " ！ 1 月 5 日上午， A 股三大股指高开高走，沪指重返 4000 点，超 4000 只个股上涨，近百 只个股涨停。截至午间收盘，沪指报 4011.45 点，涨 1.07% ，深证成指涨 1.87% ，创业 板指涨 2.15% 。 | | | | | | | UH E KE | | | --- | --- | --- | --- | --- | --- | --- | --- | | 4011.45 +42.61 +1.07% | | | | | | 162.68 万球友关注 休盘中 01-05 11:32:48 北京时间 | | | 最高: 4011.75 | | 今开:3986.97 | | 成交量: 3.82亿手 | | 换手:0.84% | | | 最低:3983.58 | | 昨收:3968.84 | | 成交额：6913.62亿 | | 量比： 1.47 | | | 52周最高: 403 ...

Core Viewpoint - The China Interbank Market Dealers Association is intensifying penalties for violations related to bond trading record keeping, highlighting widespread issues in internal controls and compliance among institutions [2][3]. Group 1: Regulatory Actions - The association has identified common problems such as failure to establish proper internal control systems for bond trading record retention [3]. - Institutions that do not effectively implement these internal control systems will face severe disciplinary actions based on the severity of the violations [4]. - Specific violations include inadequate record-keeping, inability to provide complete trading records for serious violations, and other breaches of bond trading record requirements [4]. Group 2: Market Context - The association emphasizes the importance of robust internal controls and accurate record-keeping as fundamental requirements for the bond market, urging participants to enhance compliance awareness and performance [4]. - Recent regulatory efforts have aimed to standardize bond underwriting practices, addressing issues like low-price underwriting and non-compliant behaviors [5]. - As of November 2025, the interbank bond market's custody balance reached 173 trillion yuan, accounting for 88.1% of the total bond market custody balance, with a monthly trading volume of 30.5 trillion yuan [5].

Core Viewpoint - The article emphasizes the importance of technological advancement as a central theme for investment strategies, highlighting the need for adaptation in the face of evolving market dynamics and opportunities presented by AI and other technologies [4][6][10]. Group 1: Technological Progress and Investment Opportunities - Technological progress is increasingly recognized as a key driver of economic development, with traditional growth drivers showing signs of weakening [6]. - The investment landscape is shifting, with a focus on both early-stage technologies and established sectors, particularly in the context of the U.S. and China's differing market dynamics [7]. - The Chinese stock market is viewed as being in a favorable investment period, with significant potential for growth due to low global capital allocation compared to the U.S. [8]. Group 2: Multi-Asset and Multi-Strategy Approach - The company is transitioning towards a multi-asset and multi-strategy investment model to adapt to a prolonged low-interest-rate environment, aiming to enhance risk-return profiles through diversification [10]. - The team has been actively expanding its asset allocation and investment strategies since 2019, including increasing exposure to gold and U.S. equities during market downturns [10]. Group 3: AI and Quantitative Investment - The integration of AI and machine learning into investment strategies has transformed the approach to quantitative investment, with a significant portion of research now focused on these technologies [12]. - Products with clear risk-return characteristics are expected to have broad opportunities in the evolving market landscape [12][13]. Group 4: Structural Investment Opportunities - Despite market changes, there remain enduring business models that generate cash flow and shareholder returns, indicating that value investing continues to hold merit [14]. - The company is focusing on identifying undervalued opportunities in the market, particularly in sectors that may be experiencing temporary setbacks [14]. Group 5: Emerging Industries and Innovations - The company is particularly interested in sectors such as smart driving, robotics, and AI, which are expected to present significant growth opportunities as industries undergo rapid iterations [15][16]. - The evolution of the AI sector has exceeded expectations, with substantial investments being made to develop AI technologies that could reshape various industries [17]. Group 6: Healthcare and New Drug Development - The innovation in the pharmaceutical sector, particularly in China, is seen as a critical investment theme, with expectations for domestically developed drugs to achieve global recognition [18]. - The research approach has evolved to emphasize teamwork and cross-disciplinary collaboration, enhancing the effectiveness of investment strategies in the healthcare sector [18]. Group 7: Renewable Energy and Sustainability - The transition to green energy is gaining momentum, with significant penetration rates in traditional vehicles and power generation, indicating a robust investment landscape in renewable energy [19]. - The company is adapting its research methodology to focus on systemic changes within the renewable energy sector, identifying opportunities across the entire supply chain [19]. Group 8: Robotics and Automation - The advancements in robotics, particularly in human-like robots and automated driving, are expected to create substantial commercial value and investment opportunities [20]. - The potential for a large database to enhance robotic capabilities is highlighted as a key area for future development and investment [20].