美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 1月13日，中概股收盘涨幅居前的个股为：平安生物医药涨41.85%，TJGC Group涨23.01%，金山云涨21.6%， Scully Royalty涨19.12%，直订科技涨18.85%。 | 代码 | 名称 | 最新价 | 涨跌幅√ | 涨跌额 | 成交额 | | --- | --- | --- | --- | --- | --- | | PASW | 平安生物医药 | 0.2837 | 41.85% | +0.0837 | 3241.18万 | | TIGC | TJGC Group | 1.390 | 23.01% | +0.260 | 15.45万 | | KC | श्री ट | 13.400 | 21.60% | +2.380 | 6598.04万 | | SRL | Scully Royalty | 8.410 | 19.12% | +1.350 | 182.84万 | | ZDAI | 直订科技 | 0.2906 | 18.85% | +0.0461 | 29.81万 | ...

恒生互联网ETF(513330.SH)近日也开启补涨。其跟踪恒生互联网科技业指数，在上海证券交易所上市， 且支持T+0，其聚集了相对A股更为稀缺的一篮子互联网应用龙头(阿里巴巴/百度集团/腾讯控股/美团/金 山云/哔哩哔哩/万国数据/金蝶国际等)。 恒生互联网ETF基金经理徐猛认为：港股科技板块基本面驱动明确。"港股通科技汇聚国产AI核心资 产，涵盖算力、模型、软件应用和硬件终端等全产业链龙头企业；不仅如此，国内参与全球AI竞争的 互联网大厂在资本开支、上下游布局方面若有跟进动作，有望催化新一轮科技行情。" 1月13日，AI应用热度持续，港股科网股盘初上涨，金山云、阿里巴巴-W、万国数据-SW领涨超4%。 隔夜中概股普遍上涨，纳斯达克中国金龙指数涨超4%，金山云涨超21%，阿里巴巴涨逾10%。 参考2012-2014年移动互联网浪潮经验，港股互联网龙头在应用端的优势将逐步显现，其在AI应用领域 具备独特的产业布局优势，覆盖"通用大模型+云算力+垂类应用"的全链条，且软件及内容端占比显著 高于A股，有望成为AI商业化浪潮的核心受益方。 ...

港股开盘，恒生科技指数涨1.93%，恒生指数涨1.32%。个股方面，兆易创新涨45.06%，达力普控股涨 13.35%，荣昌生物涨8.84%，MINIMAX-WP涨6.78%，金山云涨5.86%；时代天使跌4.96%，康师傅控股 跌4.18%，中集安瑞科跌3.72%，康方生物跌3.41%。 本文源自：金融界AI电报 ...

| 代码 | 名称 | 最新价 | 涨跌幅 v | 涨跌额 | 成交额 | | --- | --- | --- | --- | --- | --- | | PASW | 平安生物医药 | 0.2837 | 41.85% | +0.0837 | 3241.18万 | | TIGC | TJGC Group | 1.390 | 23.01% | +0.260 | 15.45万 | | KC | 金山云 | 13.400 | 21.60% | +2.380 | 6598.04万 | | SRL | Scully Royalty | 8.410 | 19.12% | +1.350 | 182.84万 | | ZDAI | 直订科技 | 0.2906 | 18.85% | +0.0461 | 29.81万 | 中概股收盘涨幅居前的个股为：平安生物医药涨41.85%，TJGC Group涨23.01%，金山云涨21.6%， Scully Royalty涨19.12%，直订科技涨18.85%。(格隆汇) ...

记者丨张嘉钰 吴斌 编辑丨江佩佩 视频丨许婷婷 当地时间1月12日，美股三大指数集体收涨，道琼斯指数涨0.17%，标普500指数涨0.16%，双双创下历 史新高。纳斯达克综合指数涨0.26%。 大型科技股多数上涨，谷歌A收涨1%，收盘市值突破4万亿美元，苹果收涨0.34%，据智通财经，苹果 将与谷歌达成合作，为其今年晚些时候推出的Siri等产品的人工智能功能提供技术支持。这项为期多年 的合作将借助谷歌的Gemini模型和云技术，助力苹果开发未来的基础模型。Meta收跌1.7%，微软跌 0.44%。 沃尔玛收涨3%创历史新高，总市值超过9400亿美元。 纳斯达克金龙中国指数收涨4.26%，热门中概股集体大涨，金山云涨逾21%，知乎涨17%，阿里巴巴涨 超10%创8月29日以来最大升幅，哔哩哔哩、小鹏汽车涨超8%，百度涨6%，蔚来涨5%，网易涨4.7%， 阿特斯太阳能涨4.5%。富时中国A50指数期货夜盘收盘涨0.52%。 | 金山云 | 13.400 | 21.60% | | --- | --- | --- | | KC.O | | | | 知乎 | 4.170 | 17.46% | | ZH.N | | | ...

Market Performance - The three major US stock indices closed higher, with the Dow Jones up 0.17%, the S&P 500 up 0.16%, both reaching historical highs, and the Nasdaq Composite up 0.26% [1] - The Nasdaq Golden Dragon China Index rose by 4.26%, with significant gains in popular Chinese stocks such as Kingsoft Cloud up over 21% and Alibaba up over 10%, marking its largest increase since August 29 [3] Company Highlights - Major tech stocks saw an upward trend, with Google A rising by 1% and surpassing a market capitalization of $4 trillion, while Apple increased by 0.34% due to a partnership with Google for AI technology support [2] - Walmart's stock rose by 3%, reaching a historical high with a market value exceeding $940 billion [2] Commodity Market - Gold prices surged, with spot gold increasing by 1.84% to $4,592.13 per ounce, and hitting a record high of $4,630.21 during the session [4] - Crude oil prices also saw gains, with WTI crude up 1.22% to $59.84 per barrel and Brent crude up 1.41% to $64.23 per barrel [5] Economic Indicators - The US 10-year Treasury yield slightly increased by 1 basis point, while the dollar index ended its consecutive rise, dropping nearly 0.6% from its daily high [3] - Investors are awaiting the upcoming US Consumer Price Index (CPI) report, which may influence market expectations regarding potential Federal Reserve interest rate cuts [6]

格隆汇1月12日｜纳斯达克金龙中国指数盘初涨幅扩大至3%，热门中概股知乎涨超23%，金山云涨超 18%，阿里巴巴涨超7%，小鹏、百胜中国涨约4%，网易、百度涨超3%。 KWEB涨2.9%，CQQQ涨 2.8% ...

来源：金吾财讯 金吾财讯 | 金山云(KC)盘前涨超14%，截至发稿，报12.65美元。该股今日于港股市场收涨15.03%，报 6.66港元。 消息面上，近日有报道称，DeepSeek将在未来几周时间内发布新一代旗舰大模型V4，并将具备更强的 编程能力。据DeepSeek内部的初步测试结果显示，V4在代码生成能力上优于Claude、ChatGPT 等主流 大模型。 中信建投认为，当前AI产业动态密集，海外xAI、Anthropic陆续融资，国内"人工智能+制造"专项政策 推出，智谱AI和MiniMax上市大涨，后续DeepSeek-V4推出有望引发新一轮AI应用热潮。 长江证券发研报指，金山云确定性与弹性兼备，推理需求带来的空间值得期待。金山云作为最早一批创 立的云服务商，依托生态位优势不断承接高确定性的集团算力需求，将深厚的产品能力赋能到公有云与 垂直细分行业场景当中，构筑核心护城河。当前公司成长逻辑清晰：1）中期依托小米、金山办公的AI 预算刚性支出，形成确定性收入增量；2）远期通过推理需求爆发有望进一步打开空间。 ...

Core Viewpoint - Kingsoft Cloud (KC.US) experienced a pre-market increase of over 15%, reaching $12.71, driven by news regarding DeepSeek's upcoming release of its next-generation flagship model V4, which is reported to have superior coding capabilities compared to mainstream models like Claude and ChatGPT [1] Group 1: Company Developments - DeepSeek is set to launch its new flagship model V4 in the coming weeks, which is expected to enhance programming capabilities significantly [1] - Initial test results from DeepSeek indicate that V4 outperforms leading models in code generation [1] Group 2: Industry Trends - CITIC Securities highlights the current dynamic developments in the AI industry, noting recent financing activities by overseas companies such as xAI and Anthropic [1] - The introduction of domestic policies promoting "AI + manufacturing" is expected to stimulate growth in the sector [1] - The recent stock surges of companies like Zhipu AI and MiniMax following their listings suggest a growing interest and investment in AI applications, with the upcoming launch of DeepSeek-V4 likely to trigger a new wave of AI application enthusiasm [1]

Core Viewpoint - Kingsoft Cloud (KC.US) shares rose over 15% to $12.71 following reports that DeepSeek will launch its next-generation flagship model V4 in the coming weeks, which is expected to have superior programming capabilities compared to mainstream models like Claude and ChatGPT [1] Group 1: Company Developments - DeepSeek's internal testing indicates that V4 outperforms existing models in code generation capabilities [1] - The anticipated launch of DeepSeek-V4 is expected to trigger a new wave of AI application enthusiasm [1] Group 2: Industry Trends - CITIC Securities notes that the current AI industry is experiencing rapid developments, with overseas companies like xAI and Anthropic securing funding [1] - Domestic policies promoting "AI + Manufacturing" have been introduced, contributing to a positive market environment for AI companies [1] - The recent stock surges of companies like Zhiyun AI and MiniMax following their listings highlight the growing interest and investment in the AI sector [1]