来源：格隆汇APP 业内普遍认为，本轮国产AI大模型企业上市，或标志着行业从技术研发阶段发展至技术和商业化同步 落地、商业模式逐步清晰的阶段，也将为后续大模型企业融资及估值提供依据。从更长周期看，人工智 能仍处在高速扩张通道。根据弗若斯特沙利文报告，2024年中国大语言模型市场规模已达到53亿元，估 计到2030年中国大语言模型市场规模将增至1011亿元，2024年至2030年的复合年增长率为63.5%。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 02556 | 迈富时 | 9.64% | 42.540 | 108.95亿 | 21.47% | | 00100 | MINIMAX-WP | 9.39% | 377.400 | 1167.13亿 | 128.73% | | 06682 | 第四范式 | 8.49% | 53.900 | 279.84亿 | 22.44% | | 02513 | 智谱 | 7.63% | 170.700 | 751.47亿 | 46.90% | | 00268 | ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 呈交日期: 2026年1月7日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03896 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 40,000,000,000 | USD | | 0.001 | USD | | 40,000,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 40,000,000,000 | USD | | 0.001 | USD | | 40,000,000 | 本月底法定/註冊股本總額： USD 40,000,000 FF301 第 ...

北京金迅瑞博网络技术有限公司，成立于2015年，位于北京市，是一家以从事软件和信息技术服务业为 主的企业。企业注册资本1000万人民币。通过天眼查大数据分析，北京金迅瑞博网络技术有限公司共对 外投资了3家企业，参与招投标项目10次，专利信息65条，此外企业还拥有行政许可2个。 国家知识产权局信息显示，北京金山云网络技术有限公司、北京金迅瑞博网络技术有限公司、北京金山 云科技有限公司申请一项名为"故障确定方法、装置、设备、存储介质及程序产品"的专利，公开号 CN121255509A，申请日期为2025年9月。 专利摘要显示，本公开涉及一种故障确定方法、装置、设备、存储介质及程序产品，该方法包括：在算 力集群执行大模型训练任务的过程中，获取至少一个处理器在预设时长内的数据收发情况；其中，至少 一个处理器为算力集群中的至少一个算力节点中包括的处理器；若至少一个处理器中存在目标处理器， 则将目标处理器所在的算力节点确定为故障节点，目标处理器在预设时长内未进行数据收发。本公开通 过监测处理器的数据收发情况，将预设时长内未进行数据收发的目标处理器所在的算力节点确定为故障 节点，能够实现对算力集群中故障节点的快速定位，提高 ...

Core Viewpoint - Chinese assets experienced a strong start in 2026, with significant gains in various indices and stocks, indicating a continuation of the structural bull market from 2025 and a clear investment theme for the year ahead [1][2]. Group 1: Performance of Chinese Assets - The Nasdaq Golden Dragon China Index surged nearly 4%, while leveraged ETFs for Chinese stocks saw increases of over 10% and 8% respectively [2]. - Major Chinese stocks performed well, with Baidu Group rising over 12%, and other notable gains from companies like WanGuo Data and JinkoSolar, which increased by over 8% and 7% respectively [2]. - The Hong Kong market also showed strong performance, with the Hang Seng Index up 2.76% and the Hang Seng Technology Index up 4% [2]. Group 2: Currency Movements - The offshore RMB/USD exchange rate broke above 6.97, reaching a high of 6.9662, marking the strongest level since May 2023 [3]. - Factors contributing to the RMB appreciation include a strong Chinese stock market, increased demand for currency conversion from export companies, and a weakening US dollar [4]. Group 3: Global Market Trends - Global markets continued their strong performance from 2025, with Asian markets achieving their best opening since 2012, led by gains in AI and semiconductor stocks [5]. - Major US tech stocks also saw gains, with the Philadelphia Semiconductor Index rising over 4% and ASML ADR increasing by over 8% [6]. - Investor sentiment remains optimistic, with significant net inflows into global equity funds, totaling $26.54 billion in the last week of 2025 [6].

Group 1 - Baidu's stock increased by over 12% [1] - NetEase's stock rose by more than 6% [1] - NIO's stock gained over 5% [1] Group 2 - New Oriental, GDS Holdings, Kingsoft Cloud, and Alibaba all saw stock increases of over 4% [1] - Bilibili's stock rose by more than 3% [1] - Li Auto, Pony.ai, Futu Holdings, TSMC, JD.com, JinkoSolar, Beike, Pinduoduo, Tencent Music, iQIYI, and Bawang Tea all experienced stock increases of over 2% [1]

Group 1 - Beijing Kingsoft Cloud Network Technology Co., Ltd. has obtained a patent for "Analysis Method, Device, and Server for Data Flow," with authorization announcement number CN114817162B, applied for on April 2022 [1] - The company was established in 2011 and is located in Beijing, primarily engaged in internet and related services, with a registered capital of 200 million RMB [1] - According to data analysis from Tianyancha, the company has invested in 14 enterprises, participated in 1,018 bidding projects, holds 3 trademark information, and has 2,867 patent information, along with 13 administrative licenses [1]

国家知识产权局信息显示，北京金山云网络技术有限公司取得一项名为"版本的环境部署方法、装置及 电子设备"的专利，授权公告号CN114879976B，申请日期为2021年2月。 本文源自：市场资讯 作者：情报员 天眼查资料显示，北京金山云网络技术有限公司，成立于2011年，位于北京市，是一家以从事互联网和 相关服务为主的企业。企业注册资本20000万人民币。通过天眼查大数据分析，北京金山云网络技术有 限公司共对外投资了14家企业，参与招投标项目1018次，财产线索方面有商标信息3条，专利信息2867 条，此外企业还拥有行政许可13个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

Group 1 - The State Intellectual Property Office of China shows that Beijing Kingsoft Cloud Network Technology Co., Ltd. and Beijing Kingsoft Cloud Technology Co., Ltd. have applied for a patent titled "Statistical Method, Device, Storage Medium, and Electronic Equipment for Measuring Data," with publication number CN121210546A, and the application date is June 2024 [1] - The patent abstract indicates that the application involves a method for measuring data statistics, which includes obtaining measurement data when target data is written to a database, writing the target data to a target table, and storing measurement data in a secondary table for statistical analysis [1] - The application aims to address the technical issue of low efficiency in measuring data statistics [1] Group 2 - Beijing Kingsoft Cloud Network Technology Co., Ltd. was established in 2011, located in Beijing, and primarily engages in internet and related services, with a registered capital of 200 million RMB [1] - The company has invested in 14 enterprises, participated in 1,017 bidding projects, and holds 3 trademark records and 2,867 patent records, along with 13 administrative licenses [1] - Beijing Kingsoft Cloud Technology Co., Ltd. was founded in 2012, also located in Beijing, focusing on software and information technology services, with a registered capital of 910 million RMB [2] - This company has also invested in 14 enterprises, holds 428 trademark records and 693 patent records, and possesses 4 administrative licenses [2]

Core Viewpoint - The integration of medical and engineering fields is becoming a key driver for breakthroughs in high-end medical equipment and biopharmaceutical innovation, particularly in Zhuhai, which is positioned as a strategic hub in the Guangdong-Hong Kong-Macao Greater Bay Area [2]. Event Details - The "Medical-Engineering Integration Annual Conference 2025" will be held from December 26 to 28, 2025, in Zhuhai, Guangdong, aiming to promote high-quality development in the medical-engineering integration sector [2]. - The conference theme is "Jointly Inviting the Bay Area: Medical-Engineering Integration to Inspire the Future," focusing on creating a resource platform for collaboration among government, associations, hospitals, universities, research institutions, investment entities, and enterprises [2]. Organizing Institutions - The conference is guided by the China Medical and Health Culture Association and organized by Beijing Institute of Technology (Zhuhai), Zhuhai Health Bureau, and the Medical-Engineering Integration Branch of the China Medical and Health Culture Association [3]. Conference Highlights - The event will feature top scholars and industry leaders sharing insights on cutting-edge research and industry trends, fostering a collaborative ecosystem for project signing and talent introduction [60]. - A dedicated Zhuhai Medical-Engineering Integration Liaison Office will be established to provide ongoing support and services, including policy consultation and funding connections [60]. Main Content - The agenda includes leadership speeches, high-quality thematic forums, academic dialogues, and an award ceremony for outstanding orthopedic innovation projects [61]. - Resource matching sessions will be organized, including project roadshows and expert evaluations, along with site visits to local leading enterprises [61]. - Policy and service promotion will cover key industry policies in biomedicine, high-end medical equipment, and artificial intelligence [61].

每经AI快讯，12月23日，纳斯达克中国金龙指数收涨0.58%。爱奇艺涨近3%，小马智行涨超2%，哔哩 哔哩涨1.57%；金山云跌1.50%。 ...