2026 年 01 月 26 日 每日晨报 | 主要市场股指表现 | | --- | | 相关报告： | 金元晨报 股市回顾 国际要闻 2026.01.23 李景星 工作邮箱：zqyjsw@jyzq.cn 国内要闻 重要公告 研报推荐 【金元交运】自动驾驶加速发展—写在技术落地加速与商业化 元年之际 请务必仔细阅读本报告最后部分的免责声明 曙光在前 金元在先 -1- 每 日 晨 报 【金元交运】自动驾驶加速发展—写在 技 术 落 地 加 速 与 商 业 化 元 年 之 际 欧洲市场：德国DAX30指数涨0.18%，报24900.71点；法国CAC 40指数跌0.07%，报8143.05点；英国富时100指数跌0.07%，报10 143.44点 美股市场：道指跌0.58%，报49098.7点；标普500指数涨0.03%， 报6915.61点；纳指涨0.28%，报23501.24点 亚太市场：香港恒生指数收涨0.45%，报26749.51点；恒生科技 指数收涨0.62%，报5798.01点。日经225指数涨0.92%，报53846. 87点；韩国综合指数涨0.76%，报4990.07点 中概股行情：中概股多数下跌 ...

2026 年 01 月 23 日 每日晨报 | 主要市场股指表现 | | --- | 工作邮箱：zqyjsw@jyzq.cn 金元晨报 国际股市概况 国际新闻 国内新闻 重要公司情况 请务必仔细阅读本报告最后部分的免责声明 曙光在前 金元在先 -1- 每 日 晨 报 欧洲市场：德国DAX指数涨1.2%，报24856.47点，法国CAC40指 数涨0.99%，报8148.89点，英国富时100指数涨0.12%，报10150.05 点 美股市场：道指涨0.63%，报49384.01点，标普500指数涨0.55%， 报6913.35点，纳指涨0.91%，报23436.02点 亚太市场：香港恒生指数涨0.17%，报26629.96点。恒生科技指数 涨0.28%，报5762.44点。日经225指数上涨1.73%，报53688.89点； 韩国综合指数上涨0.87%，报4952.53点 特朗普与十余个国家和地区代表签署文件启动所谓"和平委员会" 特朗普称格陵兰岛协议将赋予美方"全面军事进入权" 韩国正式实施《人工智能基本法》 今年首批936亿元超长期特别国债支持设备更新资金已下达 人民银行行长潘功胜最新表态：今年降准降息还 ...

2026 年 01 月 22 日 每日晨报 | 主要市场股指表现 | | --- | 工作邮箱：zqyjsw@jyzq.cn 金元晨报 国际股市概况 国内新闻 重要公司情况 请务必仔细阅读本报告最后部分的免责声明 曙光在前 金元在先 -1- 每 日 晨 报 国际新闻 欧洲市场：德国DAX指数跌0.51%，报24577.81点，法国CAC40指 数涨0.08%，报8069.17点，英国富时100指数涨0.11%，报10138.09 点 美股市场：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 亚太市场：香港恒生指数涨0.37%，报26585.06点。恒生科技指数 涨1.11%，报5746.3点。日经225指数跌0.41%，报52774.64点；韩 国综合指数涨0.49%，报4909.93点 俄罗斯总统普京将与到访的美国总统特使威特科夫进行会晤 美国贸易代表格里尔表态，希望与中国进行另一轮的潜在贸易谈判 柬埔寨首相洪玛奈主持召开打击网络诈骗委员会会议 财政部等三部门发布公告，将创新企业CDR试点阶段有关税收政 策延期 财政部发布通知 ...

2026 年 01 月 21 日 每日晨报 | 主要市场股指表现 | | --- | 金元晨报 国际股市概况 国际新闻 国内新闻 相关报告： 【金元固收】周报—一揽子货币金融政 策出台，多因素利多债市 2026.01.20 贾晓庆 工作邮箱：zqyjsw@jyzq.cn 重要公司情况 研报推荐 【金元固收】一揽子货币金融政策出台，多因素利多债市 请务必仔细阅读本报告最后部分的免责声明 曙光在前 金元在先 -1- 每 日 晨 报 欧洲市场：德国DAX指数跌1.08%，报24689.67点，法国CAC40指 数跌0.61%，报8062.58点，英国富时100指数跌0.67%，报10126.78点 美股市场：道指跌1.76%，报48488.59点，标普500指数跌2.06%，报 6796.86点，纳指跌2.39%，报22954.32点 亚太市场：香港恒生指数跌0.29%，报26487.51点。恒生科技指数跌 1.16%，报5683.44点。日经225指数跌1.11%，报52991.1点；韩国综 合指数下跌0.39%，报4885.75点 格陵兰危机与财政压力担忧引发全球债市抛售潮 欧洲议会宣布冻结对去年7月与美国达成 ...

Core Insights - The report highlights the performance of major stock indices, indicating a slight decline in the U.S. markets with the Dow Jones Industrial Average down by 0.17% and the S&P 500 down by 0.06% in the recent trading day [1] - The report also notes the international economic outlook, with the IMF raising China's economic growth forecast for 2025 to 5% and for 2026, reflecting resilience despite global uncertainties [12] - Significant developments in the electric vehicle sector are noted, with Germany reintroducing electric vehicle purchase subsidies ranging from €1,500 to €6,000, applicable to all manufacturers including Chinese brands [13] International News - The European Union is engaged in intensive discussions regarding countermeasures to U.S. tariff threats, with a special summit scheduled to address these issues [11] - The IMF's updated World Economic Outlook indicates a global economic growth rate of 3.3% for 2026, driven by improvements in major economies like the U.S. and China [12] Domestic News - The Chinese government emphasizes high-quality development and reform policy coordination in a recent meeting, aiming to address uncertainties in the development environment [15] - A preliminary report indicates that China's GDP is projected to grow by 5% in 2025, with significant contributions from the service sector and a decline in fixed asset investment [16] Company News - Micron Technology warns of an unprecedented shortage of memory chips due to surging demand from artificial intelligence infrastructure, which is expected to persist beyond 2026 [19] - Tesla is set to restart the development of its Dojo 3 supercomputer project, which is crucial for its autonomous driving and AI capabilities [19] - Cainiao reports a 32% year-on-year increase in order processing volume at its global overseas warehouses, with plans for further expansion in key markets [19] Industry Reports - The low-altitude economy sector is highlighted with Wuhan's release of a standard system construction guide, indicating growth potential in this emerging industry [20] - The computer industry report notes a 3.82% increase in the industry index, outperforming the broader market, with significant developments in AI healthcare applications [20]

Core Insights - The report highlights a mixed performance in major global stock indices, with the Dow Jones Industrial Average down by 0.17% and the S&P 500 down by 0.06% [1][14] - The report notes significant movements in the Chinese stock market, with the Shanghai Composite Index decreasing by 0.26% and the Shenzhen Component Index down by 0.18% [1][14] - The report indicates a decline in the Nasdaq China Golden Dragon Index by 1.15%, reflecting a broader trend of falling Chinese concept stocks [4][18] International News - The report discusses the U.S. President's announcement of a 10% tariff on goods from eight European countries starting February 1, 2026, escalating to 25% by June 1, 2026, due to disputes over Greenland [10] - It mentions the U.S. threatening high tariffs on South Korean semiconductor manufacturers unless they increase production in the U.S. [11] - The report notes that the U.S. is set to formally exit the World Health Organization without paying outstanding dues of approximately $260 million for 2024 and 2025 [12] Domestic News - The report outlines a meeting of the State Council to discuss measures to boost consumption and clear debts owed to businesses [15] - It details a policy adjustment by the People's Bank of China regarding the minimum down payment for commercial property loans, now set at no less than 30% [16] - The establishment of a working group for standardization in commercial community service robots is highlighted, aiming to enhance the sector's development [17] Company News - The report notes that Tesla's CEO Elon Musk is suing OpenAI and Microsoft for $134 billion, alleging fraud [18] - Micron Technology has signed a letter of intent to acquire land for a new facility and is entering a strategic partnership with Powerchip Semiconductor Manufacturing Corporation [18] - Nvidia has corrected its data center copper demand estimates significantly, which may impact future market expectations for copper [18]

Market Overview - The Dow Jones Industrial Average increased by 0.60% to close at 49,442.44 points, while the S&P 500 rose by 0.26% to 6,944.47 points and the Nasdaq Composite gained 0.25% to 23,530.02 points [1][12] - In the European market, the DAX index rose by 0.26% to 25,352.39 points, while the CAC40 index fell by 0.21% to 8,313.12 points, and the FTSE 100 index increased by 0.54% to 10,238.94 points [6][12] - The Hang Seng Index in the Asia-Pacific region decreased by 0.28% to 26,923.62 points, and the Nikkei 225 index fell by 0.42% to 54,110.5 points [6][12] Domestic News - The People's Bank of China announced a reduction in the re-lending and re-discount rates by 0.25 percentage points effective January 19, 2026, with new rates set at 0.95%, 1.15%, and 1.25% for 3-month, 6-month, and 1-year loans respectively [13] - The State Grid Corporation of China is expected to reach a fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan period, marking a 40% increase compared to the previous plan [14] - China Aerospace Science and Technology Corporation held a meeting to discuss major aerospace projects for 2026, emphasizing the importance of advancing manned lunar missions and deep space exploration [15] - The first gold ETF in the market with a scale exceeding 100 billion yuan was established, with the Huaan Gold ETF reaching a circulation scale of 100.762 billion yuan [16] Company News - OpenAI is seeking to strengthen its hardware supply chain in the U.S. and is looking for partners to expand into consumer devices, robotics, and cloud data centers [17] - Apple announced the expansion of Apple Pay's cross-border payment support, allowing Chinese cardholders to use their Visa debit cards for payments abroad [17] - Alibaba's Qianwen App has integrated various services within the Alibaba ecosystem, enabling users to order food, shop, and book travel through AI functionalities [17] - Tian Sheng New Materials signed a share transfer agreement, while Jintong Co. acquired a 24% stake in Anhui Jinsha Molybdenum Co. for 173.087 million yuan, increasing its ownership from 10% to 34% [17]

2026 年 01 月 15 日 每日晨报 | 指数 | 开盘价 | 收盘价 | 近一交易日% | 近20交易日% | | --- | --- | --- | --- | --- | | 道琼斯工业 | 49,088 49,150 | | -0.09 | 1.51 | | 纳斯达克 | 23,564 23,472 | | -1.00 | 1.80 | | 标普500 | 6,937 | 6,927 | -0.53 | 1.62 | | 富时100 | 10,137 10,184 | | 0.46 | 5.55 | | 日经225 53,827 54,341 | | | 1.48 | 8.36 | | 上证综指 | 4,139 | 4,126 | -0.31 | 6.67 | | 深证成指 | 14,194 14,249 | | 0.56 | 8.67 | | 科创50 | 1,479 | 1,501 | 2.13 | 13.80 | | 恒生指数 | 26,972 27,000 | | 0.56 | 3.94 | | 主要市场股指表现 | | | | | | 15.00 （%） | | 近一交易日% | 近2 ...

Core Insights - The report highlights significant movements in international and domestic markets, with notable increases in major stock indices across Europe, the US, and Asia, indicating a positive market sentiment [6][11]. - Key developments in government regulations and corporate strategies are outlined, particularly focusing on investment guidelines for government funds and advancements in AI technology [12][13]. International Market Overview - European markets showed mixed results, with Germany's DAX30 index rising by 0.45% to 25,376.43 points, while France's CAC40 index fell by 0.04% to 8,358.76 points [11]. - In the US, the Dow Jones increased by 0.17% to 49,590.2 points, and the Nasdaq rose by 0.26% to 23,733.9 points, reflecting a stable economic environment [11]. - The Asia-Pacific region saw the Hang Seng Index rise by 1.44% to 26,608.48 points, with the Hang Seng Tech Index increasing by 3.1% [11]. Domestic News - New regulations were introduced by four government departments to systematically guide the layout and investment direction of government investment funds, emphasizing support for strategic sectors and innovation [12]. - The Ministry of Industry and Information Technology announced three major actions for the "14th Five-Year Plan," focusing on quantum technology and other cutting-edge fields [12]. - The successful test flight of the Lihong-1 spacecraft marked a milestone in China's commercial space endeavors, achieving a suborbital parachute recovery for the first time [12]. Important Company Developments - Chinese concept stocks experienced a general rise, with the Nasdaq China Golden Dragon Index increasing by 4.26%, and notable gains in companies like Kingsoft Cloud, which rose over 21% [13]. - Nvidia announced a joint investment of $1 billion with Eli Lilly to establish an AI drug development lab, highlighting the growing intersection of AI and pharmaceuticals [13]. - Apple formed a multi-year partnership with Google to leverage AI technologies for future product developments, indicating a strategic shift in its approach to AI [13]. - Significant investments were reported from various companies, including a $3 billion project by Huadian to develop high-density optical integrated circuit boards, expected to generate an annual revenue of 2 billion RMB upon full production [13].

Core Insights - The report highlights the performance of major stock indices across different markets, indicating a positive trend with increases in European, US, and Asia-Pacific markets [6][12]. - Significant developments in international news include the US government's actions regarding Venezuela's oil revenues and the UK's additional funding for Ukraine, which may impact global markets [10][11]. - Domestic news emphasizes the focus of China's national business system on enhancing consumption, trade innovation, and attracting foreign investment in 2026 [13]. International Market Overview - European markets showed gains with the DAX30 up by 0.53%, CAC40 up by 1.44%, and FTSE 100 up by 0.8% [12]. - US markets also experienced increases, with the Dow Jones up by 0.48%, S&P 500 up by 0.65%, and NASDAQ up by 0.81% [12]. - In the Asia-Pacific region, the Hang Seng Index rose by 0.32%, the Nikkei 225 increased by 1.61%, and the Korean Composite Index was up by 0.75% [12]. Domestic News - The national business conference in China outlined eight key areas for the business system to focus on in 2026, including consumer spending and trade innovation [13]. - The National Healthcare Security Administration announced a pilot program for "Personal Medical Insurance Cloud" to enhance healthcare management [14]. - Shanghai's government released a three-year action plan to support advanced manufacturing, focusing on new industries and technologies [15]. Company Developments - In the Chinese stock market, the Nasdaq Golden Dragon China Index fell by 1.3%, with notable declines in companies like Atour and Huanyuq [16]. - OpenAI plans to release a new voice model in 2026 to address current technological limitations, aiming for more natural voice interactions [16]. - The company Tongfu Microelectronics intends to raise up to 4.4 billion yuan for enhancing semiconductor packaging capacity [16]. - Defu Technology has terminated its acquisition of a Luxembourg copper foil company and plans to acquire a majority stake in Huiru Technology [16]. - Jiaoyun Co. is planning a major asset swap to transition from automotive-related assets to the cultural tourism sector [16].