证券日报网讯 1月23日，雷神科技发布公告称，青岛海立方舟创业投资中心拟自公告30个交易日后3个 月内，通过集中竞价或大宗交易减持不超1，779，067股，占总股本1.7791%，拟减持原因为基金存续 期届满。 （文章来源：证券日报） ...

存储成本的大幅攀升，为正处于复苏周期的全球PC市场带来新压力。2024年全球PC出货量同比回升 3.47%，2025年第三季度同比增长9.52%，市场自2023年底起已呈现持续弱复苏态势，然而，内存价格 的急剧上涨正打乱这种增长节奏。摩根士丹利的报告指出，存储厂商手握前所未有的定价权，将持续挤 压PC企业利润，而DRAM在PC整机成本中的占比也将持续上升，中期预计可达15%-24.3%。 成本压力之下，行业应对已出现分化。头部厂商中，联想透露其持有7-8个月的存储库存，可在未来两 个季度提供一定的成本缓冲空间；戴尔则强调其直销模式和供应链规模优势，并称能在较短时间内消化 部分成本上涨压力；而惠普则是直接对其2026财年利润率给出了谨慎指引，并称其个人系统业务营业利 润率预计处于5%-7%区间低位。 事实上，自2025年底以来，多家主流PC厂商已陆续启动调价或计划上调售价，部分产品涨幅最高达 20%，例如，惠普销售人员对媒体透露，公司在2025年年末已开始小幅涨价，2026年后涨幅明显扩大； 惠普CEO Enrique Lores此前也警告称，2026年下半年市场"可能尤其艰难"，公司将视情况进一步上调售 价。 ...

Summary of Key Points Core Viewpoint - On January 9, a total of 8 companies had their restricted shares unlocked, with a total unlock volume of 164 million shares, amounting to a market value of 2.829 billion yuan based on the latest closing price [1]. Group 1: Unlock Volume and Market Value - The companies with the highest unlock volumes are Shun'an Environment, Goldwind Technology, and Development Technology, with unlock shares of 139 million, 11.409 million, and 6.6933 million respectively [1]. - In terms of unlock market value, Shun'an Environment, Development Technology, and Goldwind Technology lead with market values of 1.804 billion yuan, 611 million yuan, and 331 million yuan respectively [1]. Group 2: Unlock Ratio - The companies with the highest unlock ratios relative to total share capital are Shun'an Environment, Development Technology, and Thunder God Technology, with unlock ratios of 12.97%, 4.82%, and 0.77% respectively [1].

从解禁市值来看，盾安环境、开发科技、金风科技解禁市值居前，解禁市值分别为18.04亿元、6.11亿 元、3.31亿元。 从解禁股数占总股本比例来看，盾安环境、开发科技、雷神科技解禁比例居前，解禁比例分别为 12.97%、4.82%、0.77%。 每日经济新闻 每经AI快讯，Wind数据显示，周五（1月9日），共有8家公司限售股解禁，合计解禁量为1.64亿股，按 最新收盘价计算，合计解禁市值为28.29亿元。 从解禁量来看，盾安环境、金风科技、开发科技解禁量居前，解禁股数分别为1.39亿股、1140.9万股、 669.33万股。 ...

本文源自：金融界AI电报 雷神科技(RTX.N)美股盘后一度跌超3%，特朗普抨击该公司乐于分红。 ...

2026年国际消费电子展（CES）于拉斯维加斯今日正式揭幕，雷神科技创始人、董事长路凯林先生与副总经理郭威先生联袂现身，以高层视角为全球战略开 启新篇章。位于LVCC Central Hall 15845的雷神科技展区，面向未来的新一代"轻型"旗舰游戏本雷神ZERO Air实机首度公开，吸引了众多科技媒体、KOL驻 足体验与报道。展区内NVIDIA ZONE的丰富体验和互动活动时刻满负荷运行，成为当日Central Hall超人气打卡点之一。 官方图片 双重热浪 NVIDIA ZONE &「NVIDIA Passport Program」 "想高帧率随时开局，却不想为3 kg背包买单"——这是玩家，更是行业长期难解的痛点。雷神以"新一代轻型游戏本新形态"为标准，让旗舰性能与背包重量 不再互斥。雷神ZERO Air以1.58 kg的极致轻量化机身实现了160W双满血性能释放，重塑玩家对高性能游戏本的物理认知边界。 官方图片 之所以能够实现"颠覆"，一方面得益于雷神ZERO Air搭载的Intel Panther Lake移动平台，它采用革命性的Intel 18A先进制程。这不仅带来了预计超过50%的 多核性能提 ...

伯恩斯坦：将雷神科技(RTX.N)目标价从185美元上调至189美元。 本文源自：金融界AI电报 ...

美股国防股走强，洛克希德马丁(LMT.N)涨3.2%，雷神科技(RTX.N)涨0.9%，Palantir(PLTR.N)涨3.3%。 本文源自：金融界AI电报 ...

Group 1 - The computer equipment sector increased by 0.45% on the last trading day, with Raytheon Technology leading the gains [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] - Notable gainers in the computer equipment sector included Fushen Technology, which rose by 10.23% to a closing price of 28.01, and Yuyin Co., which increased by 10.06% to 9.41 [1] Group 2 - The computer equipment sector experienced a net outflow of 12.48 million yuan from institutional investors, while retail investors saw a net inflow of 14.5 million yuan [2] - Major stocks with significant net inflows included Aerospace Intelligence with 202 million yuan and Yuyin Co. with 178 million yuan [3] - Conversely, retail investors showed a net outflow from stocks like Yuyin Co. and Aerospace Intelligence, indicating a shift in investment behavior [3]

Core Viewpoint - The A-share AI application sector is experiencing a significant surge, driven by favorable policies and industry chain developments, leading to increased investment interest in AI applications [3][4]. Group 1: Market Performance - On December 31, A-share AI application stocks saw a strong performance, with companies like BlueFocus and Wanshili hitting a 20% limit up, while others like Nanjing Xingsheng and Zhangyue Technology also recorded significant gains [4]. - The overall market sentiment is positive, with multiple stocks in the AI sector showing robust growth, indicating a strong investor appetite for AI applications [4]. Group 2: Policy Support - The Chongqing Municipal Government has launched the "Starry Sky" action plan to enhance the software and information service industry, focusing on AI applications and intelligent agents to modernize urban governance [6]. - The Ministry of Education plans to advance AI in education, aiming to develop a future-oriented educational system that incorporates AI across various educational stages [7]. Group 3: Industry Developments - Meta has announced a multi-billion dollar acquisition of the parent company of AI application Manus, marking its third-largest acquisition to date, which underscores the growing importance of AI applications in the tech industry [8]. - Multiple brokerage firms are optimistic about the AI application sector's performance in 2026, highlighting the convergence of policy, technology, and demand as key growth drivers [9]. Group 4: Investment Opportunities - Analysts suggest that investment opportunities in the AI industry will expand from hardware to application sectors, with a focus on domestic large models making breakthroughs in various applications [3][9]. - There is a strong recommendation to invest in AI applications across various fields such as content creation, social media, search, proofreading, advertising, education, e-commerce, and finance, as commercialization is expected to accelerate [9]. Group 5: Future Projections - A survey by TechCrunch indicates that most venture capital firms expect an increase in corporate AI budgets by 2026, with a trend towards concentrated investments in fewer partnerships rather than widespread funding [10].