英矽智能(03696)涨超5%再破顶，公司AI赋能肿瘤药物研发能力再获认可。 建滔系早盘走高。建滔积层板(01888)再涨超2%，高盛看好中国PCB及CCL行业。 港股恒生指数跌0.1%，跌26点，报26559点；恒生科技指数跌0.4%。港股早盘成交1316亿港元。 百度集团-SW(09888)再涨4%领涨蓝筹，百度今日正式发布文心大模型5.0正式版。 天数智芯(09903)涨超14%再创上市新高，将于1月26日发布未来三代GPGPU产品路线图。 敏实集团(00425)再涨超10%，公司受益欧洲电动车放量，公司积极切入人形机器人、液冷等赛道。 钧达股份（002865）(02865)涨超14%，拟折让约1.08%配股筹资，所得款项将用于太空光伏电池相关产 品研发等。A股涨停。 太平洋航运(02343)涨超7%创阶段新高，周三BDI指数攀升至两周高位。 中船防务（600685）(00317)涨超3%，25年度业绩预告符合市场预期，公司有望受益船舶总装资产整合 推进。 中海油服（601808）(02883)再涨超4%，将7.46亿美元债权转股权，加码挪威油气业务布局。 金斯瑞生物科技(01548)跌超6%，联营传奇 ...

Group 1 - The Hang Seng Index fell by 0.1%, down 26 points, closing at 26,559 points, while the Hang Seng Tech Index decreased by 0.4% [1] - Baidu Group (09888) led blue-chip stocks with a 4% increase following the official release of its Wenxin large model version 5.0 [1] - Tianzuo Zhixin (09903) surged over 14%, reaching a new high since its listing, with plans to release a roadmap for its next three generations of GPGPU products on January 26 [1] - Minshi Group (00425) rose over 10%, benefiting from the increase in European electric vehicle production and actively entering humanoid robots and liquid cooling sectors [1] - Junda Co., Ltd. (02865) increased by over 14%, planning to raise funds through a share placement for the development of space photovoltaic battery products [1] - Yingshi Intelligent (03696) rose over 5%, achieving a new peak as its AI-enabled tumor drug development capabilities received further recognition [1] Group 2 - Jiantao Group's stock (01888) rose over 2%, with Goldman Sachs optimistic about the Chinese PCB and CCL industries [2] - Pacific Shipping (02343) increased by over 7%, reaching a new high as the BDI index climbed to a two-week high [3] - China Shipbuilding Defense (00317) rose over 3%, with its 2025 performance forecast meeting market expectations, likely benefiting from the integration of shipbuilding assets [4] - CNOOC Services (02883) increased by over 4%, converting $746 million in debt to equity to enhance its oil and gas business in Norway [5] - Kingsray Biotechnology (01548) fell over 6%, following a significant drop of over 11% in its joint venture Legend Biotech's stock price [6] - Nanshan Aluminum International (02610) dropped over 8% due to a 6.4% discount on a rights issue, raising net proceeds of HKD 1.99 billion [7] - New stock Longqi Technology (09611) debuted with a price of HKD 32.5, up 4.84% on its first day of trading [8]

Group 1 - Oil stocks generally rose, with CNOOC (02883) up 4.32%, PetroChina (00857) up 3.33%, CNOOC (00883) up 2.98%, and Sinopec (00386) up 3.01%. International oil prices saw a slight increase, with WTI crude oil futures for February closing at $60.62 per barrel, up 0.43%, and Brent crude oil futures for March at $65.24 per barrel, up 0.49% [1] - CATL (03750) fell over 4%, down 4.4% as of the report. A report from Citi raised concerns about CATL's growth prospects due to slowing EV sales in China, rising lithium prices, and reduced export VAT rebates [1] - Kintor Pharmaceutical (02171) rose nearly 4% after announcing a clinical collaboration with Dispatch Bio to initiate a Phase I clinical trial in China by 2026 for a treatment method targeting solid tumors [1] Group 2 - Guoxia Technology (02655) surged over 7% following a strategic cooperation agreement with Shuneng Electric to enhance collaboration in the energy storage sector [2] - Kingsoft Biotech (01548) dropped over 6% after its affiliate Legend Biotech's stock fell more than 11%. Kingsoft reported that Legend's CARVYKTI had a net sales of approximately $555 million for Q4 [2] - Hong Kong real estate stocks saw a general rise, with Hysan Development (00014) up 5.17%, Sun Hung Kai Properties (00016) up 3.36%, and Wharf Real Estate (01997) up 4.02%. A report from Citi indicated a recovery in Hong Kong property prices, predicting a continued upward trend, albeit at a moderate pace due to tempered interest rate cut expectations [2] Group 3 - Baidu Group (09888) rose nearly 5%, with a cumulative increase of over 40% in the past two months. The company launched the official version of its Wenxin large model 5.0, featuring 2.4 trillion parameters [3] - Pacific Basin Shipping (02343) increased over 9%, reaching a new high of HKD 2.96, benefiting from a rise in the Baltic Dry Index, which increased by 74 points or 4.3% to 1803 points [3] - GDS Holdings (09698) rose nearly 3% after announcing the sale of shares in DayOne for $385 million, recovering approximately 95% of its investment principal with a return rate close to 6.5 times [4] Group 4 - The US stock market saw an expansion in gains, with the Nasdaq up 1%. Notable tech stocks like Intel (INTC.US) rose 11.72%, reaching a market cap of over $250 billion, the highest in four years [5] - The storage sector continued to strengthen, with Micron Technology (MU.US) up 6.61% and Western Digital (WDC.US) up 8.49%. Counterpoint Research indicated that the storage market has entered a "super bull market" phase, surpassing previous highs due to increased demand from AI and server capacity [5] - The Nasdaq Golden Dragon China Index surged 2%, with popular Chinese stocks like Bilibili (BILI.US) up 5.65% and Baidu (BIDU.US) up 8.17% [6]

海通国际发布研报称，百度旗下昆仑芯IPO后所释放的价值可提升百度估值。该行透过渠道核查，认为 昆仑芯位居一线ASIC厂商之列。过去30天内，寒武纪的市值大多维持在835亿美元左右，若当前市场情 绪持续，预计昆仑芯在IPO时有望达到相近估值。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 百度集团-SW（09888）盘中涨近5%，近两月累计涨幅超40%。截至发稿，股价上涨4.10%，现报160港 元，成交额19.70亿港元。 据科创板日报报道，百度今日正式发布文心大模型5.0正式版，其基于原生全模态建模，拥有2.4万亿参 数，支持文本、图像、音频、视频等多种信息理解输出。目前，文心5.0正式版已可在百度千帆平台调 用，文心一言官网、百度慧播星及文心助手等其他百度AI产品也已接入。 客户端 百度集团-SW（09888）盘中涨近5%，近两月累计涨幅超40%。截至发稿，股价上涨4.10%，现报160港 元，成交额19.70亿港元。 据科创板日报报道，百度今日正式发布文心大模型5.0正式版，其基于原生全模态建模，拥有2.4万亿参 数，支持文本、图像、音频、视频等多种信息理解输出。目前，文心 ...

Core Viewpoint - Baidu Group's stock has increased nearly 5%, with a cumulative rise of over 40% in the past two months, reflecting positive market sentiment and developments in its AI technology [1] Group 1: Stock Performance - As of the report, Baidu's stock price is at 160.5 HKD, with a trading volume of 1.317 billion HKD [1] - The stock has shown a significant increase of 4.42% on the day of the report [1] Group 2: Product Development - Baidu officially launched the 5.0 version of its Wenxin large model, which features 2.4 trillion parameters and supports multi-modal understanding and output, including text, images, audio, and video [1] - The Wenxin 5.0 version is now available for use on Baidu's Qianfan platform and has been integrated into other Baidu AI products such as Wenxin Yiyan, Baidu Huibo Xing, and Wenxin Assistant [1] Group 3: Valuation Insights - Haitong International's research report indicates that the value released by Baidu's Kunlun chip post-IPO could enhance Baidu's overall valuation [1] - The report suggests that Kunlun is positioned among the top ASIC manufacturers, with the market capitalization of Cambrian Technology remaining around 83.5 billion USD over the past 30 days [1] - If current market sentiment persists, Kunlun's IPO is expected to achieve a valuation close to that of Cambrian Technology [1]

消息面上，据科创板日报报道，百度今日正式发布文心大模型5.0正式版，其基于原生全模态建模，拥 有2.4万亿参数，支持文本、图像、音频、视频等多种信息理解输出。目前，文心5.0正式版已可在百度 千帆平台调用，文心一言官网、百度慧播星及文心助手等其他百度AI产品也已接入。 智通财经APP获悉，百度集团-SW(09888)再涨近5%，近两月累计涨幅超40%。截至发稿，涨4.42%，报 160.5港元，成交额13.17亿港元。 海通国际发布研报称，百度旗下昆仑芯IPO后所释放的价值可提升百度估值。该行透过渠道核查，认为 昆仑芯位居一线ASIC厂商之列。过去30天内，寒武纪的市值大多维持在835亿美元左右，若当前市场情 绪持续，预计昆仑芯在IPO时有望达到相近估值。 ...

中金公司认为，考虑到近期地产政策频密度提升，行业需求侧虽仍偏弱但供给侧初现一定积极变化，建 议短期内可适度提高对房地产板块的关注度，视自然库存变化和存量住房收储政策落地进展动态调整。 本文转载自腾讯自选股，智通财经编辑：陈雯芳。 华夏基金认为，港股市场对公司盈利和宏观经济的敏感度极高。如果接下来发布的月度、季度经济数 据，能连续超预期，那么市场的预期就会被大幅修正。这种基本面的"惊喜"，往往能同时点燃A股和港 股，而港股因为之前跌得多、预期低，其反弹的弹性可能反而会更大。 摩根大通表示，香港地产股业绩期将于1月底展开。虽然该行预期大部分公司的盈利仍将持续下行，香 港住宅市场改善对2025财年报表的影响有限，但该行认为即将公布的业绩或将成为大多数公司的低位， 下一财政年度盈利很大机会反弹。 1月22日，恒生指数高开0.62%，恒生科技指数涨0.85%。盘面上，科网股走强，百度集团涨超3%;贵金 属板块回调。 关于港股后市 ...

Group 1 - The core viewpoint of the news highlights a significant rebound in Chinese concept stocks, particularly in the Nasdaq China Golden Dragon Index, which rose by 2.21% with major companies like Baidu, Alibaba, and JD.com seeing gains [1] - Southbound capital saw a net inflow exceeding 13.9 billion HKD on January 21, marking the second instance of over 10 billion HKD net inflow since the start of the year [1] - Major AI applications from Chinese tech giants are entering a "harvest period," with Alibaba's "Qianwen" integrating into the Taobao ecosystem and Baidu's "Wenxin Assistant" surpassing 200 million monthly active users [1] Group 2 - The Hong Kong TMT sector is currently viewed as undervalued compared to its A-share and US counterparts, with the current PE ratio at 26.31, which is in the 43.78% percentile over the past five years [2] - The Hong Kong Stock Connect Technology ETF (159101.SZ) includes major tech stocks like Alibaba, Tencent, and Baidu, and allows for T+0 trading, providing a diversified exposure to the tech sector [2] - The National Index for Hong Kong Stock Connect Technology has a higher concentration in innovative pharmaceuticals and CXO leaders, with a single stock weight limit of up to 15%, indicating a sharper focus and greater volatility compared to the Hang Seng Technology Index [2]

三、上市公司重要公告 1月21日盘后，奥泰生物披露增持情况；宸展光电、深水海纳、恒帅股份、卫宁健康、祥源新材、卡莱 特、洪兴股份、福石控股、新迅达、东箭科技、雅艺科技、晶瑞电材、雪祺电气、蓝箭电子、闻泰科 技、禾望电气、北方导航、华达新材、格林达、永安期货、信捷电气等21家A股上市公司披露减持情 况。 八、外围市场与关联资产 美股三大指数集体收涨，道指涨1.21%，纳指涨1.18%，标普500指数涨1.16%；大型科技股多数上涨， 英特尔涨超11%，AMD涨超7%，英伟达、特斯拉涨超2%；存储概念股走强，闪迪涨超10%，西部数据 涨超8%；美股地区银行指数涨4.7%，创8月份以来最大单日涨幅。 纳斯达克中国金龙指数收涨2.22%，新氧涨14.93%，百度涨8.20%，世纪互联涨7.17%，1药网涨6.89%。 纳斯达克中国金龙指数收涨2.22%，新氧涨14.93%，百度涨8.20%，世纪互联涨7.17%，1药网涨6.89%。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个 ...

智通财经APP获悉，新鸿基地产-R(80016)、华润啤酒-R(80291)、友邦保险-R(81299)上一交易日沽空比 率位于前三位，分别为100.00%、100.00%、100.00%。小米集团-W(01810)、百度集团-SW(09888)、阿 里巴巴-W(09988)的沽空金额位居前三，分别为11.28 亿元、11.06 亿元、9.95 亿元。中国平安- R(82318)、京东集团-SWR(89618)、新鸿基地产-R(80016)的偏离值位居前三，分别为58.81%、38.75%、 35.83%。 前十大沽空比率排行 前十大沽空偏离值排行 | 偏离值↓ | 股票名称 | 沽空金额 | 沽空比率 | 中国平安-R(82318) | 323.71 万元 | 92.98% | 58.81% | | --- | --- | --- | --- | --- | --- | --- | --- | | 京东集团-SWR(89618) | 32.09 万元 | 98.46% | 38.75% | 新鸿基地产-R(80016) | 19.67 万元 | 100.00% | 35.83% | | 九兴控股(01836 ...