【市场回顾】 北京时间1月13日开盘，金银巨震。伦敦现货黄金盘中失守4580美元/盎司；伦敦现货白银跌破84美元/ 盎司重要关口。而就在前一个交易日，黄金、白银双双狂飙刷新历史新高。 日韩股市13日开盘上涨。日经225指数涨1.67%，韩国综合指数涨0.81%。 当地时间1月12日，美股三大指数集体收涨，其中道指、标普500指数再创新高。截至收盘，道指涨 0.17%，报49590.20点；纳指涨0.26%，报23733.90点；标普500指数涨0.16%，报6977.27点。 热门中概股多数收涨，纳斯达克中国金龙指数涨4.26%，阿里巴巴涨超10%，创2025年8月29日以来最大 单日涨幅。哔哩哔哩涨近9%，小鹏汽车涨超8%。 【个股资讯】 谷歌市值首破4万亿美元。消息面上，苹果官宣将与谷歌联手，为苹果的人工智能功能提供支持，其中 包括今年晚些时候对Siri的一次重大升级。根据两家签署的协议，下一代苹果基础模型将基于谷歌的 Gemini模型和云技术。 太空概念股Planet Labs盘中股价再创历史新高。消息面上，公司披露与瑞典武装部队签署一项多年 期"低九位数"协议。 英伟达与美国制药巨头礼来当地时间周一宣 ...

Group 1 - The "Is it dead?" app team has responded to recent controversies and is considering raising $500,000 in funding [2][3] - The app, created by three individuals born in the 1990s, has seen a download increase of approximately 300 times compared to its early days, with initial costs under 1,500 yuan [3] - The app's pricing is expected to rise to 14 or 15 yuan, and the team is open to suggestions for a name change [3] Group 2 - Pop Mart will collaborate with Honor Mobile for an IP co-branding project, denying any plans to develop a mobile phone [6] - Alphabet, Google's parent company, has surpassed a market value of $4 trillion, becoming the fourth company to reach this milestone [6] - The company's stock rose by 1% following Apple's announcement that it would use Google's Gemini AI model for its next-generation Siri [6] Group 3 - Chapter Zitian has launched a personal podcast "Little Tian Zhang" and a Xiaohongshu account, gaining over 13,000 subscribers in three hours [7] - The investment company under Zong Fuli has changed its name, dropping "Wahaha" from its title [7] Group 4 - Ctrip mistakenly sent out a mass layoff notification to employees, which was later clarified as a system error [9] - The company apologized and confirmed that there were no actual layoffs planned [9] Group 5 - The price of domestic gold jewelry has risen, following international gold prices, with some brands reporting prices between 1,420 and 1,430 yuan per gram [10] Group 6 - The 43-degree Flying Moutai is expected to lower its payment price to 739 yuan per bottle, with retail prices also adjusted [13] - The previous suggested retail price was 1,099 yuan per bottle, indicating a significant price reduction [13]

Group 1 - The core viewpoint of the article emphasizes that the demand for automobiles is driven by the continuation of the trade-in policy, leading to an unexpected penetration of new energy vehicles (NEVs) and improved profitability through high-end products and overseas expansion [3][4][5][6][7][8] Group 2 - In 2025, the cumulative wholesale sales of passenger cars reached 24.119 million units, a year-on-year increase of 12.6%, with NEVs growing by 30.7% [3][8] - The penetration rate of NEVs in wholesale sales was 50.4%, up by 7.0 percentage points year-on-year, while the penetration rate for insurance reached 53.3%, an increase of 6.6 percentage points [3][46] - The share of domestic passenger cars in wholesale sales reached 69.3%, a year-on-year increase of 4.9 percentage points, with brands like Geely, Xiaomi, and Leap Motor showing significant growth [3][50] Group 3 - Looking ahead to 2026, the trade-in policy is expected to continue, supporting demand, with projected insurance sales of 22.32 million units, a decrease of 5.0% year-on-year, and wholesale sales of 30.10 million units, an increase of 1.0% [4][5] - The NEV insurance sales are expected to reach 13.8 million units, a year-on-year increase of 6.2%, while wholesale sales are projected to be 17.3 million units, up by 13.4% [4][15] Group 4 - The competitive landscape is shifting, with joint ventures declining and domestic brands accelerating their rise in the mid-to-high-end market [5][10] - In the 5-15 million price range, price-sensitive consumers are expected to drive competition, while brands like Geely, BYD, and Leap Motor are anticipated to gain higher sales growth due to their advantages in intelligence and cost-effectiveness [5][10] Group 5 - The article highlights the acceleration of intelligent driving technology, with major players like Huawei and BYD pushing for the democratization of advanced driving features [6][10] - The L3 commercial deployment is expected to gain momentum in 2026-2027, with various automakers launching new high-level driving systems and models [6][10] Group 6 - The export of passenger cars is projected to reach 6.64 million units in 2026, a year-on-year increase of 15.5%, driven by the technological advantages of domestic NEVs and the expansion of overseas manufacturing [7][11] - Companies like BYD and Geely are expected to increase their export efforts, with BYD establishing overseas factories and Geely accelerating NEV exports [7][11]

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a p ...

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% ...

中概股逆势大涨，中国金龙指数涨超2%，金山云涨超16%，知乎涨超15%，阿里巴巴涨近5%，小鹏汽 车涨逾4%，百度涨超3%。 编辑 ｜ 钉钉 | 美股指数 它 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 49105.15 | 23617.91 | 6944.28 | | -398.92 -0.81% | -53.44 -0.23% | -22.00 -0.32% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 7892.47 | 25730.25 | 6965.50 | | +196.85 +2.56% | -208.00 -0.80% | -39.50 -0.56% | 科技股普跌，英特尔跌超3%，英伟达跌近1%。银行股集体下跌，美国运通跌超4%，摩根大通跌逾 2%。 1月12日，美股三大指数开盘下跌，截至发稿，道指跌0.81%，纳指跌0.23%，标普500指数跌0.32%。 ...

每经AI快讯，1月12日，美股开盘，三大股指小幅低开，道指跌0.32%，纳指跌0.4%，标普500指数跌 0.45%。沃尔玛涨近2.5%，谷歌宣布与沃尔玛等大型零售商达成合作，计划将聊天机器人Gemini打造为 虚拟商家和助手。中概股逆势走强，阿里巴巴涨超4%，小摩建议逐步增持公司股票；百度涨3.5%，小 鹏涨近5%，小鹏汇天据悉以保密形式提交港股IPO申请，最早今年登陆港交所。 ...

沃尔玛涨近2.5%，谷歌宣布与沃尔玛等大型零售商达成合作，计划将聊天机器人Gemini打造为虚拟商 家和助手。 中概股逆势走强，阿里巴巴涨超4%，小摩建议逐步增持公司股票；百度涨3.5%，小鹏涨近5%，小鹏汇 天据悉以保密形式提交港股IPO申请，最早今年登陆港交所。 凤凰网财经讯 1月12日，美股三大股指小幅低开，道指跌0.32%，纳指跌0.4%，标普500指数跌0.45%。 ...

智通财经APP获悉，周一，小鹏汽车(XPEV.US)盘前涨逾5%，报21.06美元。消息面上，据报道，小鹏 汽车在内部战略会议上将其2026年全年目标设定为55万至60万辆交付量。与公司2025年42.94万辆的交 付量相比，增长约28.1%-39.7%，这意味着平均每月交付量需达到4.58万至5万辆。消息人士称，小鹏汽 车今年将推出四款新的SUV车型：小鹏G01、小鹏G02以及Mona系列的D02和D03。 2025年小鹏汽车海外交付量达45008辆，同比增长96%。何小鹏近日表示，小鹏汽车2025年的年度计划 完成得非常好。他相信2026年对小鹏汽车来说仍然是一个高速增长的一年，而且他相信海外市场的增长 速度会比国内的要快。"我期待在未来三年、五年、十年里，小鹏在海外的销量、合作和赋能，能够与 中国市场达到1:1，甚至更高的比例。 另据知情人士透露，小鹏汽车已聘请银行协助其飞行汽车部门在香港进行首次公开募股(IPO)。知情人 士透露，小鹏汽车已选择摩根大通和摩根士丹利为其上市做准备。由于信息属于保密范畴，知情人士要 求匿名。他们还表示，小鹏汽车已秘密提交上市申请，最早可能在今年内完成。 ...

另据知情人士透露，小鹏汽车已聘请银行协助其飞行汽车部门在香港进行首次公开募股(IPO)。知情人 士透露，小鹏汽车已选择摩根大通和摩根士丹利为其上市做准备。由于信息属于保密范畴，知情人士要 求匿名。他们还表示，小鹏汽车已秘密提交上市申请，最早可能在今年内完成。 2025年小鹏汽车海外交付量达45008辆，同比增长96%。何小鹏近日表示，小鹏汽车2025年的年度计划 完成得非常好。他相信2026年对小鹏汽车来说仍然是一个高速增长的一年，而且他相信海外市场的增长 速度会比国内的要快。"我期待在未来三年、五年、十年里，小鹏在海外的销量、合作和赋能，能够与 中国市场达到1:1，甚至更高的比例。 周一，小鹏汽车(XPEV.US)盘前涨逾5%，报21.06美元。消息面上，据报道，小鹏汽车在内部战略会议 上将其2026年全年目标设定为55万至60万辆交付量。与公司2025年42.94万辆的交付量相比，增长约 28.1%-39.7%，这意味着平均每月交付量需达到4.58万至5万辆。消息人士称，小鹏汽车今年将推出四款 新的SUV车型：小鹏G01、小鹏G02以及Mona系列的D02和D03。 ...