人民财讯1月4日电，交通运输部发布《关于加快交通运输公共数据资源开发利用的实施意见》。其中提 出，到2030年，交通运输公共数据资源开发利用管理与技术体系更加成熟，行业高质量数据资源体系全 面建成，数据融合创新应用水平显著提高，公共数据成为推动交通运输高质量发展的重要驱动力。 ...

Group 1 - The core investment themes identified by Goldman Sachs for 2026 include a shift in AI infrastructure investment towards data centers and power suppliers [1] - Pharmaceutical research is transitioning from weight loss drugs to cardiovascular treatments, indicating a change in focus within the healthcare sector [1] - China's economic growth is expected to exceed market expectations, driven primarily by technological advancements and exports [1] Group 2 - Political uncertainties, such as Federal Reserve policies and tariff decisions, are anticipated to dominate the market in the first half of the year [1]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002141 | 赔丰控股 | 3.73 | -2.61% | 18.27万 | - 6847.05万 | | 300119 | 瑞普生物 | 18.77 | -2.19% | 5.43万 | 1.03亿 | | 688526 | 科前生物 | 15.26 | -0.65% | 1.80万 | 2751.28万 | | 603566 | 普莱柯 | 12.43 | -0.56% | 1 2.58万 | 3214.77万 | | 920970 | 大禹生物 | 7.69 | -0.39% | 1.46万 | 1123.72万 | | 603718 | 海利生物 | 6.10 | -0.16% | 6.35万 | 3877.59万 | | 600195 | 中牧股份 | 7.87 | -0.13% | 7.48万 | 5877.61万 | | 920275 | 驱动力 | 8.71 | -0.11% | 8083.76 | 705.65万 | | 92 ...

Core Insights - Gold is expected to be the best-performing asset class in 2025, driven by four key factors that will also influence its price movements in 2026 [1] Group 1: Key Drivers of Gold Price - The two main macro drivers for gold's success in 2025 are geopolitical tensions and a generally weak US dollar along with moderate interest rate declines [2] - Central banks continue to be strong and stable net buyers of gold, although their purchasing pace has slowed compared to the past two years [2] - A balanced contribution from four main factors—economic expansion, risk and uncertainty, opportunity cost, and momentum—each accounting for approximately 10% of gold's performance [2] Group 2: Future Expectations and Economic Conditions - If the US economy shows a mild decline, it could lead to Federal Reserve rate cuts and further dollar weakness, potentially supporting gold prices by 5% to 15% [3] - In the event of significant economic deterioration, investment demand for gold could surge, with potential prices exceeding $5,000 per ounce [3] - The risk premium associated with gold may decrease if US economic policies yield positive results, potentially leading to a price drop of 5% to 20% [3] Group 3: Central Bank Demand and Recycling Risks - Strong central bank demand is influenced by macro and policy decisions, with continued buying expected to support gold prices [4] - A decline in central bank demand below 600 to 700 tons could exert pressure on future gold prices [4] - In India, gold jewelry is being used as collateral for loans, and an economic downturn could lead to forced liquidations, increasing supply and suppressing gold prices [5]

新华财经北京12月30日电（记者沈寅飞）赛迪顾问29日在京举办"2026年IT趋势"发布会。发布会围绕算 力、存储、大模型、人工智能+、工业软件、网络安全、卫星通信、产业互联网、金融数字化转型、城 市可信数据空间等十个IT重点领域进行分析解读，系统呈现2026年IT产业发展蓝图与变革方向。 如在算力领域，近年来，随着大模型与行业应用深度融合，算力需求呈现指数级增长。赛迪预计到2026 年中国算力总规模将突破1200 EFLOPS，稳居全球第二，其中智能算力贡献率接近90%。 在大模型发展方面，赛迪顾问人工智能与大数据研究中心高级分析师白润轩认为，2026年大模型市场将 持续爆发增长，企业部署量与调用量双双跃升。模型热潮之后，大模型将聚焦更懂业务的垂直小模型及 能自主协作的智能体等方向，从技术演进、产品形态到生态治理，逐步实现大模型从"通用底座"蜕变为 驱动产业变革的"智能引擎"。 在工业软件领域，从全球市场来看，2023-2025年全球工业软件市场平稳增长，复合增长率约为6.4%， 当前发展呈现增速平稳与结构优化并行的态势。赛迪顾问软件与信息服务业研究中心高级分析师杨晨晖 表示，预计2026年，工业软件在推动 ...

证券日报网讯12月29日，红星发展（600367）在互动平台回答投资者提问时表示，公司扩建硫脲产能的 核心逻辑是提升硫脲产品生产科技创新驱动力，加快推进公司设备升级改造，提升公司硫脲产品市场占 有率，实现特色化工产品高端化。 ...

证券之星消息，12月29日动物保健板块较上一交易日下跌0.59%，驱动力领跌。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。动物保健板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300871 回盛生物 | | = 608.96万 | 5.89% | 428.50万 | 4.14% | -1037.46万 | -10.03% | | 688526 科前生物 | | 330.55万 | 10.66% | 68.22万 | 2.20% | -398.77万 | -12.86% | | 300119 瑞普生物 | | 88.17万 | 1.07% | 440.41万 | 5.34% | -528.58万 | -6.41% | | 920275 | 驱动力 | 40.83万 | 5.04% | -100.09万 | -12.35% | -30.84万 ...

【环球网财经综合报道】Wind数据显示，截至12月26日，A股市场公募主动权益基金年内最高收益达到236.88%，不 仅锁定年度冠军位置，还刷新纪录，成为公募史上收益最高的"年度翻倍基"。包括该基金在内，年内收益超100%的翻 倍基已达72只。整体上看，近八成主动基金跑赢比较基准，但收益率中位数在29.03%位置，小于平均值32.71%。 《南华早报》近日发文称，中国股市的上涨可能会在2026年获得更强盈利增长的支持，UBS和JP摩根大通预测2025年 和2026年的利润增长率将在6%-15%之间。盈利将成为未来股市的关键驱动力，取代估值扩张的空间。 全球经济主管办公室CEO Gary Dugan表示："2026年，中国股市将受到强劲支撑，中国股市的基础令人鼓舞且持久。 政策支持、关键战略行业利润率改善以及低估值的结合，提供了更具前景的机会。" 报道还提到，市场预期经济增长、政策推动及结构性行业改革将推动股市上涨，如科技和新能源汽车行业。尽管如 此，不同机构对增长预期存在分歧，仍有一些谨慎乐观的声音。 市场层面，本周A股将迎来全年最后3个交易日。展望岁末年初行情，业内机构认为，在超预期的内需变化出现前，还 是 ...

Core Insights - The Sanya International Forum and the Fifth Sanya Wealth Management Conference highlighted the theme of "Future Positioning of Hainan Free Trade Port and New Opportunities in Sanya" [1] - Financial technology and artificial intelligence are identified as core drivers for the transformation and upgrading of the wealth management industry post-Hainan's customs closure [3] Financial Technology and AI Applications - Financial institutions are expected to gather in Hainan, leading to demands for innovation in financial markets and infrastructure [3] - AI can significantly enhance investment research efficiency, reducing report writing discrepancies from over 25% to around 15% [8] - AI systems can generate personalized asset allocation suggestions based on client profiles, covering various financial products [10] - AI plays a crucial role in risk management and intelligent customer service, enhancing operational efficiency [10] Future Outlook for Sanya - Sanya is projected to become a hub for the globalization of the Renminbi, financial technology applications, and financial data services [3][13] - The wealth management sector is shifting from yield-driven to risk-driven models, increasing the demand for financial technology and data services [6] Infrastructure and Market Development - The influx of investors will lead to the establishment of new financial institutions and innovative market infrastructure [5] - The development of trading systems, including potential 24/5 trading models, is being explored to enhance transaction efficiency [5] Data Utilization and AI Integration - Data is becoming increasingly vital in Sanya, with a focus on providing global data related to the Renminbi [11] - The introduction of AI-friendly databases aims to facilitate easier access to relevant data for wealth management institutions [11] - AI's capabilities are being integrated into customer service processes, enhancing client interactions and satisfaction [10][13]

转自：新华财经 报告显示，基础设施协同指数在前期冲高后进入平台期，2022年至2024年总体维持在百点附近，其中 2024年为102.39。课题组认为，基础设施协同的下一步重点在"补短板、强联动、提质量"。一方面，促 进基础设施投资稳定增长，为重大项目建设和基础设施协同提供有力保障；另一方面，要在既有基础上 强化内部联动、加快打造更均衡的"1小时交通圈"。同时，围绕智慧化、绿色化方向推进交通基础设施 数字化改造与标准协同，提升成渝地区作为全国交通"第四极"的综合效能。 贸易金融指数显著修复，以产业融合为支撑，跨区域联动效能提升 贸易金融指数在2018年至2024年整体呈震荡上升趋势，报告测算2024年升至121.34，并指出2024年的明 显反弹主要由"产业融合"方面贡献，金融市场融合亦较2023年回升。课题组建议，未来应强化开放枢纽 功能，构建"东西双向互济、陆海内外联动"的开放格局，实现成渝地区双城经济圈与西部陆海新通道战 略的联动发展，为两地经济的协同发展提供坚实的支撑。加强区域联动，推动川渝金融一体化发展，增 强合作效能。 城乡融合指数稳健增长，应优化资源配置，完善保障体系，释放乡村振兴新动能 城乡融 ...