资料显示，上海陆家嘴金融贸易区开发股份有限公司位于上海浦东东育路227弄6号前滩世贸中心(二 期)D栋18-21楼，成立日期1994年12月31日，上市日期1993年6月28日，公司主营业务涉及房地产租赁、 房产销售和物业管理。主营业务收入构成为：房地产88.01%，信托6.25%，其他3.27%，证券2.46%。 陆家嘴所属申万行业为：房地产-房地产开发-商业地产。所属概念板块包括：券商相关、园区开发、沪 自贸区、创投、上海国资等。 1月5日，陆家嘴盘中上涨2.02%，截至13:15，报8.07元/股，成交5458.21万元，换手率0.22%，总市值 406.34亿元。 资金流向方面，主力资金净流出95.72万元，特大单买入549.37万元，占比10.07%，卖出313.66万元，占 比5.75%；大单买入768.78万元，占比14.08%，卖出1100.21万元，占比20.16%。 陆家嘴今年以来股价涨2.02%，近5个交易日涨1.38%，近20日跌0.09%，近60日跌6.46%。 分红方面，陆家嘴A股上市后累计派现179.39亿元。近三年，累计派现21.66亿元。 机构持仓方面，截止2025年9月30 ...

Group 1 - The Hong Kong stock market experienced a strong start to 2026, with the Hang Seng Index rising by 2.76% to 26,338.47 points, and the Hang Seng Tech Index increasing by 4% to 5,736.44 points. The market turnover reached 140.86 billion HKD, showing an increase from the previous trading day [1] - Baidu Group's AI chip company Kunlun has submitted a listing application to the Hong Kong Stock Exchange, with its valuation rising from approximately 13 billion RMB in 2021 to 21 billion RMB by July 2025 [3] - The Hong Kong IPO fundraising amount for 2025 reached 285.69 billion HKD, a significant increase of 224% year-on-year, with 117 companies listed, marking a growth of 67.14% [2] Group 2 - The Turkish government announced that from January 2, 2026, Chinese passport holders will enjoy visa-free travel and transit, allowing a maximum stay of 90 days within any 180-day period [2] - Multiple public fund institutions have released optimistic investment strategies for 2026, with technology being a key focus area. They expect market dynamics to shift from valuation-driven to a dual drive of "profit and valuation" [2] - The European manufacturing PMI for December 2025 was reported at 48.8, below expectations and previous values of 49.2 [8]

涉案金额：二审判决驳回上诉，维持原判 [原一审判决结果为责令上海德普 文化发展有限公司（以下简称"德普文化"）搬离标的房屋、向东袤公司支付租金、 占用费暂计 1,570 万元（占用费已计算至德普文化实际返还房屋之日止）等；东袤 公司向德普文化支付装修改造补偿款 3,600 万元等] 股票代码：A 股：600663 股票简称：陆家嘴 编号：临 2026-001 B 股：900932 陆家 B 股 上海陆家嘴金融贸易区开发股份有限公司 关于公司及控股子公司涉及诉讼的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 案件所处的诉讼阶段：二审判决 上市公司及控股子公司所处的当事人地位：一审共同被告[上海东袤置业有 限公司（以下简称"东袤公司"）为并案审理原告]；东袤公司为二审上诉人与被上 诉人，公司为二审被上诉人 一、本次诉讼的基本情况 2023 年 7 月，因德普文化拒付租金、违规装修改造等重大违约行为，东袤公司 1 提起诉讼，要求德普文化返还房屋，并支付欠付租金及违约金等共计 2,421.22 万元 （暂计 ...

Group 1: AI and Technology Stocks - Wall Street strategists are currently dismissing concerns about an AI bubble, with predictions that technology stocks will lead the market until 2030, potentially pushing the S&P 500 index to between 10,000 and 13,000 points by then [1] - UBS strategists forecast the S&P 500 index to rise to 7,700 points by the end of next year, attributing market growth to earnings rather than valuation bubbles [1] - Ed Yardeni, founder of Yardeni Research, also predicts the S&P 500 will reach 7,700 points next year, citing factors such as the recently passed tax reform and the AI boom [1] Group 2: AI Sector Volatility - The AI sector is expected to experience increased volatility by 2026, as major tech companies like Nvidia, Microsoft, and Apple approach valuation ceilings, raising market expectations for performance and growth [2] - A few leading tech companies now account for 30-40% of the Nasdaq's market value, which is significant compared to the US annual GDP, indicating structural concentration risks [2] - Despite short-term pressures, long-term capital investment in AI across computing power, software, and applications is expected to continue, with market dynamics heavily influenced by the Federal Reserve's interest rate decisions [2] Group 3: Silver Market Dynamics - The silver market experienced significant volatility, with prices rising by 6% to nearly $84 per ounce before dropping over 3%, influenced by rumors of a major bank facing margin calls [3] - Analysts suggest that the recent surge in silver prices was driven more by sentiment and leveraged trading rather than fundamental changes, indicating a potential end to the recent rally [3] - The overall precious metals market is entering a high-volatility phase, with a shift from a "buy the dip" mentality to a focus on risk and market revaluation [3] Group 4: Copper Price Surge - International copper prices reached a historic high of $12,960 per ton, with a year-to-date increase exceeding 41%, driven by supply-demand dynamics and supportive monetary policy [5] - Major copper producers are lowering production forecasts due to mine accidents and declining ore grades, while demand is surging from energy transitions and AI-driven data center construction [5] - By 2050, demand for copper in AI data center electrical wiring is projected to increase sixfold, reaching approximately 3 million tons annually [5] Group 5: Industry Outlook - The copper market is expected to enter a long-term bullish phase due to ongoing demand from AI servers, electric vehicles, and high-speed communications, while supply constraints persist [6] - The focus in the copper industry is shifting from cost competition to performance and technology, with leading companies likely to maintain profitability and benefit from electronic industry upgrades [6] - Global economic recovery expectations are identified as a primary driver for rising copper prices, although excessive price increases could negatively impact global industrial development [7]

2025年12月25日，骄成超声披露接待调研公告，公司于12月23日至12月24日接待淡水泉、天风证券、陆 家嘴信托、国泰基金、华泰保兴基金、上银基金等44家机构调研。 调研情况显示，今年以来下游锂电领域景气度显著回升，骄成超声与众多核心客户建立长期稳定合作， 紧跟客户产品升级与设备更新需求以强化产品竞争力，叠加储能市场快速增长、行业技术迭代等因素驱 动，行业景气度有望持续；公司密切关注新能源领域前沿技术发展趋势，在固态电池领域推出超声波极 耳焊接、超声波检测等多款设备，积极延伸超声技术应用场景。 在功率半导体领域，公司拥有超声波端子焊接机、超声波PIN针焊接机、超声波键合机、超声波扫描显 微镜等全工序超声波解决方案并均已实现批量出货；先进封装领域，其可应用于半导体晶圆级封装、 2．5D／3D封装、面板级封装等产品检测的先进超声波扫描显微镜成功获得国内知名客户正式订单并完 成交付，超声波固晶机（超声热压焊机）也已获得客户正式订单，相关业务正持续突破技术与市场边 界。此外，公司自主研发的超声波扫描显微镜已广泛应用于液冷板等关键工件的内部缺陷检测。 2024年度，公司新能源电池设备毛利率为48．43％，线束连接器 ...

高盛昨天的报告将2026年铜价预测上调至11400美元/吨，核心逻辑在于预期美国铜关税将推迟至2027年 实施，这意味着美国在2026年会继续以溢价囤积铜，从而加剧非美市场的供应短缺。铜价的定价权正日 益转移到"非美市场的供需平衡"上，建议短期做多，中期警惕。因为当前铜价已包含极度拥挤的投机多 头和对AI数据中心概念的过度乐观，若关税提前或市场情绪逆转，价格将面临显著回调风险。 ①美国11月非农数据超预期 市场押注美联储鸽派转向 -评论员简佳：关税推迟+区域囤货"为铜市创造罕见的区域裂口行情，短期非美现货紧张难以缓解，价 格仍有冲击前高动能；但交易已极度拥挤，且AI数据中心贡献的增量需求被过度线性外推。策略上， 建议逢LME现货升水>200美元时逐步兑现多头，并买入2-3个月看跌期权对冲关税提前或AI情绪反转的 风险；中期等待关税落地后全球库存再平衡，再于9,800-10,200美元区间重新建立多头头寸。 美国11月非农就业人口增长6.4万人，超出预期的5万人，但失业率4.6%，高于预期的4.5%。数据公布 后，美元指数短线走低，跌破98关口；现货黄金小幅上涨。临近年末，市场避险情绪主导，投资者谨慎 感增强。 ...

Core Insights - Swire Properties has announced the launch of "Qiantan Place," a joint development with Lujiazui Group, which includes two Grade A office buildings expected to be completed by the end of 2026 [1][2] Group 1: Project Overview - "Qiantan Place" consists of One Qiantan Place and Two Qiantan Place, forming part of the expanded Qiantan Taikoo Li mixed-use development [1] - The total construction area of the two office buildings is approximately 125,600 square meters, with One Qiantan Place offering 30 floors of premium office space and Two Qiantan Place providing 24 floors [2] Group 2: Strategic Importance - Shanghai is the largest city by area for Swire Properties' business in mainland China, with significant ongoing projects including the Qiantan Taikoo Li and Lujiazui Taikoo Yuan [1] - The Qiantan area has developed into a vibrant urban hub, attracting global investors and multinational corporations due to its comprehensive business environment [3] Group 3: Future Vision - The collaboration between Swire Properties and Lujiazui Group aims to create a landmark office space that meets the growing demand for high-quality office environments in Shanghai [3] - The project reflects a commitment to innovation, sustainability, and community engagement, aligning with the trends in the office market that prioritize employee well-being and operational efficiency [3]

Core Insights - Swire Properties and Lujiazui Group have jointly launched "Qiantan Plaza," which includes two super-grade A office buildings as part of the expansion of the Qiantan Taikoo Li integrated development project, with pre-leasing officially commenced [1][3] Group 1: Project Overview - Qiantan Plaza consists of two super-grade A office buildings, Qiantan Plaza One and Qiantan Plaza Two, located in the Qiantan International Business District of Shanghai [3] - The total construction area of the project is approximately 125,600 square meters, with one building having 30 floors and the other 24 floors, expected to be completed by the end of 2026 [3] - The project is designed by KPF and features outdoor terraces, rooftop greenery, and panoramic views of the Huangpu River, focusing on employee well-being and office efficiency [3] Group 2: Connectivity and Sustainability - The project boasts convenient transportation links, adjacent to major roads and connecting to metro lines 6, 8, and 11, with the 19th line expected to enhance connectivity by 2028 [3] - Qiantan Plaza emphasizes sustainable development, having received dual platinum pre-certifications from LEED and WELL, and includes green technologies such as a dedicated energy center, air quality monitoring systems, and rooftop solar panels [3] Group 3: Strategic Importance - The collaboration continues the successful experience of the Qiantan Taikoo Li, which has become a benchmark since its opening in 2021, with the expansion project set to double the retail area to 267,000 square meters [3] - As a core project for Swire Properties in Shanghai, Qiantan Plaza aims to leverage the mature business environment of Qiantan to attract global enterprises and talent, injecting new vitality into Shanghai's urban business landscape [3]

Group 1 - The core focus of the news is the collaboration between Swire Properties and Lujiazui Group to develop two super Grade A office buildings, "Qiantan Plaza One" and "Qiantan Plaza Two," as part of the expanded Qiantan Taikoo Li integrated development project in Shanghai [1] - The total construction area of the two office buildings is approximately 125,600 square meters, with Qiantan Plaza One offering 30 floors of office space and Qiantan Plaza Two providing 24 floors [1] - The expansion project of Qiantan Taikoo Li covers a total area of 63,800 square meters, with a planned above-ground and underground total construction area of about 381,000 square meters, including a retail area that has increased to 267,000 square meters, effectively doubling the existing retail space [1] Group 2 - The two office buildings will be seamlessly connected to the expanded retail podium and the existing Qiantan Taikoo Li shopping mall through underground passages and sky bridges, allowing users to reach Qiantan Taikoo Li within a five-minute walk [2]

Core Insights - Swire Properties announced the launch of "Qiantan Plaza," a joint development with Lujiazui Group, which includes two Grade A office buildings as part of the expanded Qiantan Taikoo Li project [1] - The project is expected to be completed by the end of 2026 and has already commenced pre-leasing [1] Group 1: Project Details - The total construction area of the two office buildings is approximately 125,600 square meters, with one building offering 30 floors of premium office space and the other providing 24 floors [1] - The project boasts significant transportation advantages, being adjacent to major urban thoroughfares and directly connected to the subway lines 6, 8, and 11 via the Oriental Sports Center Station [1] - The opening of subway line 19 in 2028 will further enhance accessibility, allowing for a four-line interchange at the Oriental Sports Center Station, improving travel efficiency to Shanghai Hongqiao and Pudong International Airports [1] Group 2: Residential Segment - As of September 30 this year, approximately 97% of the saleable area in the residential segment of the Qiantan Taikoo Li expansion project has been pre-sold [2]