Market Overview - The Hong Kong stock market continued its volatile structure, with the Hang Seng Index closing up 0.56%, the Hang Seng China Enterprises Index up 0.32%, and the Hang Seng Tech Index up 0.66% [2] - The trading volume reached 340.39 billion HKD, marking a new high in nearly two and a half months, although the index faced selling pressure around the 27,000-point level [5] Performance of Major Stocks - Major tech stocks showed mixed performance, with Alibaba rising over 5% for four consecutive days, while Meituan fell over 3% and JD.com dropped over 1% [3] - Alibaba's stock price reached 169.00 HKD, up 9.10 HKD, while Tencent Holdings increased by 5.50 HKD to 633.00 HKD [4] Sector Performance - AI healthcare, dining, and gaming stocks were active, while gold and non-ferrous metal sectors remained strong [5] - The wind power sector continued to weaken, along with financial, aviation, photovoltaic, and military sectors [5] - The AI trend is expanding into medical applications, with clear mainline hotspots in gold and non-ferrous sectors [5] Short Selling Activity - The total short selling amount was 36.44 billion HKD, accounting for 10.71% of the trading volume, with Alibaba, Tencent, and Alibaba Health being the top three in short selling amounts [5] Macro Factors - The General Administration of Customs released foreign trade export data, providing fundamental support for the market [6] - The A-share market experienced a decline in sentiment due to the news of an increase in financing margin ratios, impacting trading volumes [7] Investment Sentiment - Huatai Securities noted that the A-share market had significantly outperformed while the Hong Kong market lagged, leading to a rise in the AH premium index to 122.7, indicating a potential for the Hong Kong market to catch up post-Chinese New Year [9]

Core Insights - The Chinese AI glasses market is entering a new phase after the "Hundred Glasses War" in 2025, with significant developments expected in 2026 as major players like Baidu and ByteDance join the competition [1][2] - Global market dynamics are shifting, with Meta maintaining a dominant position, while Google and Apple are also making strategic moves to capture market share [1][6] Investment and Financing - Companies like Thunderbird Innovation and Flash Technology have recently secured significant funding, indicating strong investor interest in the AI glasses sector [3][4] - Thunderbird Innovation raised over 1 billion yuan, while Flash Technology completed a financing round of nearly 100 million yuan to support the development of new AI glasses [3] Market Dynamics - The AI glasses market is expected to experience explosive growth in 2026, driven by successful commercialization efforts from companies like Ray-Ban Meta and the anticipated entry of tech giants like Apple and Samsung [5][6] - The global AI smart glasses market is projected to grow from 6 million units in 2025 to 20 million units in 2026, with revenue increasing from $1.2 billion to $5.6 billion [9] Competitive Landscape - The entry of major internet and mobile companies is intensifying competition, leading to potential market share erosion for existing players while also creating opportunities for startups [8][9] - The current consumer base for AI glasses primarily consists of early adopters, and the market has yet to establish a strong "must-have" demand [4][5] Technological Advancements - The introduction of eSIM technology is seen as a significant step towards making AI glasses independent devices, enhancing their functionality beyond being mere accessories [3] - Improvements in product quality and user experience are critical for retaining customers, as many users currently engage with AI glasses primarily out of curiosity [4][5] Ecosystem Development - Google is actively working on building an Android XR ecosystem through partnerships with companies like Qualcomm and Samsung, aiming to create a robust hardware ecosystem for smart glasses [6][7] - The ongoing development of the Android XR ecosystem is expected to foster innovation and application expansion in the smart glasses market, although widespread adoption may take time [7][8]

大型蓝筹股多数上涨，汇丰控股收报127.188港元，较香港收市涨0.62%；腾讯控股收报624.864港元，较香港收市跌0.42%。 | 序号 | 名称 | 港股代码 | 最新价 | 涨跌额 | 涨跌幅 | ADR代码 | ADR换算价(HKD) | 较港股升跌 较 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | @ 00700 | 627.500 | +4.500 | 0.72% | TCEHY | 624.864 | -2.636 | | 2 | 阿里巴巴-W | 09988 | 159.900 | +5.600 | 3.63% | BABA | 162.857 | +2.957 | | 3 | 汇丰控股 | 00005 | 126.400 | +2.300 | 1.85% | HSBC | 127.188 | +0.788 | | 4 | 建设银行 | 00939 | 7.810 | +0.090 | 1.17% | CICHY | 7.778 | -0.032 | | 5 | 小米集团-W | 01810 | ...

每经AI快讯，1月13日，热门中概股多数走低，小马智行跌超6%，拼多多跌超5%，金山云、百度跌 4%，蔚来、理想汽车跌超2%。 ...

（原标题：百度Apollo Go首个海外控制中心落成） 阿通社1月8日报道，迪拜道路交通管理局与百度在迪拜科学园共同为Apollo Go自动驾驶运营控制 中心揭幕。这是百度在中国境外设立的首个同类中心，将承担车队管理、充电、软件更新及安全测试 等，助力迪拜智能交通发展。 ...

Group 1 - Chinese technology stocks experienced a decline in pre-market trading, with Alibaba down by 1.5% [1] - Pinduoduo Holdings saw a significant drop of 5.7% [1] - NetEase and Baidu also faced declines, with NetEase down 1.8% and Baidu down 3.4% [1] Group 2 - The Invesco MSCI China ETF decreased by 1.2% [1] - The Invesco China Large Cap ETF fell by 1% [1] - The KraneShares CSI China Internet ETF dropped by 2% [1]

U.S. stock futures were lower this morning, with the Dow futures falling around 0.2% on Tuesday.Shares of Travere Therapeutics Inc (NASDAQ:TVTX) fell sharply in pre-market trading after the company issued a corporate update and 2026 outlook.Travere Therapeutics said it expects total U.S. net product sales for the fourth quarter to be $127 million and expects $410 million U.S. net product sales for 2025. The company said it will restart Phase 3 HARMONY study in the first quarter of 2026.Travere Therapeutics ...

2026年伊始，百度就给股东们递上了一份迟来的新年礼物。 据百度公告，旗下的AI芯片独角兽昆仑芯，已于元旦期间秘密向香港联交所递交了A1上市申请表。虽 然官方依然保持着"静默期"的克制，但资本市场的嗅觉从来不会出错。 这不仅仅是一个子公司上市的消息，更像是一个信号。 回望过去几年，中国互联网巨头在"分拆"这件事上走得并不顺遂。阿里著名的"1+6+N"变革，最终以阿 里云放弃分拆、菜鸟撤回IPO而由于各种复杂的内外因暂告段落。 当所有人都以为巨头们将回归"大一统"的保守策略时，李彦宏却选择了在这个节点，把百度体系内最硬 核的资产之一推向台前。 在这次分拆上市中，相信大家最关注的，一定是昆仑芯在百度体内和分拆上市后的估值差距。而无论怎 么估算，技术能力不如昆仑芯但市值一度超过百度整体的摩尔线程，给所有的股东耳边都敲响了一声闷 钟。 于是，这不禁让人产生一个大胆的疑问：昆仑芯的独立，究竟是百度的一次孤立行动，还是推倒多米诺 骨牌的第一指？ 如果百度真的决心通过分拆来重估价值，那么在昆仑芯之后，那个烧钱最多、技术积淀最深、商业化故 事最性感的"自动驾驶"业务，会不会是下一个？ 01 被"折叠"的价值，与不得不做的减法 ...

来源：智通财经 1月13日，港股开盘，恒生指数涨1.32%，恒生科技指数涨1.93%。科网股全线走强，阿里巴巴、阿里健 康涨近5%，百度集团涨近2%。 ...

美国银行将百度公司目标价从151美元上调至180美元。 来源：滚动播报 ...