深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 18.78 亿元 | -1.07 亿元 | | 腾讯控股(00700) | 17.43 亿元 | +5.43 亿元 | | 中国海洋石油(00883) | 16.08 亿元 | +1.42 亿元 | | 中芯国际(00981) | 12.69 亿元 | -2.66 亿元 | | 小米集团-W(01810) | 10.64 亿元 | +2.95 亿元 | | 盈富基金(02800) | 10.42 亿元 | -10.36 亿元 | | 紫金矿业(02899) | 10.17 亿元 | +5.28 亿元 | | 老铺黄金(06181) | 9.28 亿元 | -7882.28 万元 | | 钧达股份(02865) | 8.12 亿元 | -7446.84 万元 | | 中国人寿(02628) | 7.07 亿元 | -1.07 亿元 | 智通财经APP获悉，2026年1月26日当天，阿里巴巴-W(09988)、腾讯控股(00700)、紫金矿业(02899)位 居 ...

南向资金今日净卖出8.26亿港元，中国移动、紫金矿业、盈富基金分别遭净卖出11.77亿港元、10.77亿 港元、10.36亿港元。净买入方面，腾讯控股、小米集团-W、泡泡玛特净买入额位列前三，分别获净买 入10.15亿港元、8.22亿港元、6.13亿港元。 (本文来自第一财经) ...

Core Viewpoint - Xiaomi Group is expanding its manufacturing capabilities with the establishment of a new smart appliance factory, which is the second large-scale smart manufacturing base following its smartphone and automotive factories [1] Group 1: Factory Details - The new factory is driven by user demand for innovation and is empowered by artificial intelligence [1] - Specific production features include a production line that can produce an air conditioner every 6.5 seconds and 100% AI quality inspection for key components and complete units [1] - The factory utilizes a magnetic levitation mainboard assembly line, showcasing advanced manufacturing technology [1] Group 2: Future Outlook - Xiaomi's smart home appliances are expected to be distributed globally from this new manufacturing base [1]

| | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | -2.0% | -1.28 | 37.44亿 | 阿里巴-W | | 腾讯控股 | 0.8% | 4.72 | 25.64亿 | 腾讯控股 | | 紫尖矿业 | 4.4% | -16.05 | 23.49 Z | 中国海洋石油 | | 小米集团-W | -2.8% | 5.27 | 20.25亿 | 中芯国际 | | 钧达股份 | -6.6% | 2.22 | 20.09亿 | 小米集团-W | | 中国移动 | -0.9% | -11.77 | 19.96亿 | 盈富县金 | | 中芯国际 | -3.3% | 1.88 | 19.75亿 | ڇ类似,不 | | 中国海洋石油 | 4.0% | -0.35 | 17.85 Z | 老铺黄金 | | 泡泡玛特 | -0.9% | 6.13 | 14.19亿 | 钧达股份 | | 长飞光纤光缆 | 17.8% | -0.06 | 13.71亿 | 中国人寿 | 格隆汇1月26日｜南 ...

Group 1: Hang Seng Index (HSI) - The Hang Seng Index (HSI) showed a slight upward movement on January 23, closing with an increase of approximately 100 points, indicating a neutral short-term trend with mixed market sentiment [1] - Current technical signals for HSI are neutral, with the index fluctuating around 26,700 points and a resistance level at approximately 27,100 points, while support levels are at 26,200 points and 25,800 points [1] - Investors are divided, with bullish investors holding call warrants with recovery prices of 25,788 and 26,428, while bearish investors are planning to buy put warrants with a recovery price of 26,900 [1] Group 2: Meituan-W (03690.HK) - Meituan-W's stock price has been weak, with a slight increase on January 23, closing at 97.5 HKD, while trading volume increased compared to the previous day [7] - Current technical signals show a predominance of buy signals, totaling 10, with resistance levels at 101.8 HKD and 105 HKD [7] - Investors are advised to avoid out-of-the-money products and consider near-the-money call warrants with exercise prices around 99-100 HKD, expiring in April 2025 [7] Group 3: Trip.com Group (09961.HK) - Trip.com Group's stock price has gradually recovered from a low of 446 HKD, closing at 485.4 HKD on January 23, although trading volume has decreased during this upward movement [13] - The current technical signals indicate a majority of buy signals, with 9 buy signals and 5 sell signals [13] - Investors are recommended to choose bull warrants with recovery prices between 382 and 457 HKD to mitigate risks [13] Group 4: Ganfeng Lithium (01772.HK) - Ganfeng Lithium's stock price reached 70 HKD on January 23, breaking through the upper band of the Bollinger Bands, with increased trading volume [19] - The technical signals currently show a predominance of sell signals, with 10 sell signals and 4 buy signals, suggesting caution for bullish investors [19] - Investors interested in put warrants are advised to wait for more suitable products to be issued due to limited options currently available [19] Group 5: Zhaojin Mining (01818.HK) - Zhaojin Mining's stock price slightly increased to 38.6 HKD on January 23, influenced by rising gold prices, but the market sentiment remains cautious [25] - Current support is around 35.5 HKD, with a resistance level at 41.4 HKD, which needs to be broken for further upward movement [25] - Investors should wait for confirmation of a breakout above the resistance level before making further investment decisions [25] Group 6: Xiaomi Group-W (01810.HK) - Xiaomi Group-W's stock price has been on a downward trend, with a slight increase to 36.2 HKD on January 23, accompanied by increased trading volume [30] - Current technical signals show a slight majority of buy signals, but the stock lacks momentum to surpass 50 HKD in the short term [30] - Investors are advised to avoid out-of-the-money products and consider near-the-money call warrants with leverage around 3 times, which are more suitable for current market conditions [30]

高盛发布研报称，维持对小米集团-W(01810)的"买入"评级，并给予目标价47.5港元。该行认为，尽管 短期股价可能面临阻力，但从12个月的投资周期来看，其风险回报仍然具备吸引力。该行同时更新乐观 情境下的估值范围，可达55港元，对应约56%上涨潜力。 高盛预测，小米智能手机平均售价在2026及2027年将分别同比增长6%和4%。该行指出，在内存成本上 升的背景下，提升手机平均售价已成为小米2026年的首要营运重点。在电动车业务方面，高盛预计2026 年交付量约为67万辆，高于公司原先55万辆的指引，主要由SU7改款车型、加强营销的YU7及即将推出 的第三款SUV车型所带动。尽管行业整体背景温和，但小米通过更高端车型提升平均售价的策略，仍有 望支持盈利结构改善。 ...

高盛预测，小米智能手机平均售价在2026及2027年将分别同比增长6%和4%。该行指出，在内存成本上 升的背景下，提升手机平均售价已成为小米2026年的首要营运重点。在电动车业务方面，高盛预计2026 年交付量约为67万辆，高于公司原先55万辆的指引，主要由SU7改款车型、加强营销的YU7及即将推出 的第三款SUV车型所带动。尽管行业整体背景温和，但小米通过更高端车型提升平均售价的策略，仍有 望支持盈利结构改善。 智通财经APP获悉，高盛发布研报称，维持对小米集团-W(01810)的"买入"评级，并给予目标价47.5港 元。该行认为，尽管短期股价可能面临阻力，但从12个月的投资周期来看，其风险回报仍然具备吸引 力。该行同时更新乐观情境下的估值范围，可达55港元，对应约56%上涨潜力。 ...

腾讯通报：90余人因触犯"腾讯高压线"被解聘 1月23日，腾讯集团发布反舞弊通报表示，2025年全年，腾讯反舞弊调查部共发现并查处触犯"腾讯高压 线"案件七十余起，九十余人因触犯"腾讯高压线"被解聘，其中二十余人因涉嫌犯罪被移送公安机关处 理，三十余名涉案的外部人员也被公安机关一并抓捕。 腾讯通报了2025年度因实施商业贿赂、职务侵占等严重违反法律法规及公司制度的行为，涉案员工被解 聘、移送司法处理的案件，以及移送司法后已收到法院判决的相关案件。腾讯还通报了几起利用职务便 利，非法侵占公司资产以及盗窃公司资产的案件。 此外，通报中还提到了约十起利用职务便利，为外部公司谋取利益，并收取外部公司好处费的案件，腾 讯称相关人员因涉嫌犯罪被移送公安机关处理，其行为触犯了"腾讯高压线"，被解聘处理，列入黑名 单，永不录用。 2026年是我国"十五五"规划的开局之年，"以碳达峰碳中和为牵引"、"增强绿色发展动能"已被写入"十 五五"规划纲要。 2026年也将开启ESG强信披时代。对广大企业而言，ESG强信披时代的披露合规既是 硬约束，也是重塑竞争力的战略机遇。 恰逢A股上市公司ESG报告披露季，其中471家须在今年4月3 ...

也正因为如此，所以在小米汽车发布后，友商们纷纷想方设法截胡小米的订单，比如提供定金补贴，说 自己交付快，小米交付慢等等。 之前每次小米一发布新的车型，都会创造预订奇迹，从SU7到YU7，都是如此。 比如SU7发布27分钟大定破5万，比如YU7三分钟大定破20万，这样的奇迹堪称是前无古人后无来者 的。 也因为成绩好，所以小米不断的发布战报，告诉大家，小米汽车卖的有多好，有多夸张。 说真的，这些数字，真的让友商很破防，毕竟目前大家的竞争那么激烈，一旦小米汽车卖的好，与小米 有竞争关系的车型，销量肯定就不会好。 这个成绩，有何不敢公布的？所以真正不公布的原因，并不是成绩不理想，而是雷军不想招黑，只想低 调发财。 也有人猜测，因为小米卖的太好了，所以友商找水军来黑小米汽车，当然这个是真是假，我们就不知道 了，只能说是猜测。 或许是因为之前小米汽车被黑的太惨了，这次的新一代SU7上市，雷军明显低调了很多，也胆小了很 多，不再公布预订数据了。 大家看看，从小米汽车公布SU7新一代开始预订以来，小米官方有没有发布数据，一个字都没有公布 吧。 可能很多人会觉得可能是预订不理想呗，所以不好意思发。 但根据媒体的统计分析，半个月 ...

Group 1 - The core message of the article highlights the upcoming launch of Xiaomi's new product, Turbo 5 Max, scheduled for January 29 at 19:00 [1] - Xiaomi's President, Lu Weibing, indicates that the K series will be upgraded in 2025, with the Turbo series taking over the 2000-3000 price range [1] - The industry is facing challenges, particularly due to rising memory prices, which may force brands to either increase prices or reduce specifications, threatening the value proposition of mid-range devices [1] Group 2 - Despite industry challenges, the Turbo series aims to maintain a strong presence in the mid-range market, ensuring competitive offerings in the 2.5K price segment [1] - The Turbo 5 Max will feature the Dimensity 9500s processor with a benchmark score of 3.61 million, a 9000mAh battery, and high-end features such as dual speakers and full waterproofing [1]