(本文来自第一财经) 美东时间1月22日，阿里巴巴美股（BABA.US）开盘报价176.43美元，盘中涨超5%。此前，市场消息 称，阿里巴巴集团已决定支持旗下芯片公司平头哥未来独立上市，阿里方面对此消息未作评论。（第一 财经记者 陈杨园） ...

Group 1 - The Nasdaq China Golden Dragon Index opened with a gain of 1.6%, indicating a positive trend in popular Chinese concept stocks [1] - Notable stock performances include Li Auto (LI.US) rising over 7%, Alibaba (BABA.US) increasing by more than 6%, and GDS Holdings (GDS.US) up over 4% [1] - Other companies such as NIO (NIO.US), Bilibili (BILI.US), and Pony.ai (PONY.US) also saw gains exceeding 3% [1] Group 2 - The Governor of the People's Bank of China, Pan Gongsheng, stated that there is still room for further reserve requirement ratio cuts and interest rate reductions this year [1] - The People's Bank of China aims to effectively implement and supervise interest rate policies to maintain low comprehensive financing costs in society [1] - Luke Browne, Head of Asset Allocation at Manulife Investment Management for Asia, expressed a preference for Chinese stocks, suggesting that while explosive returns are not expected, there are still investment opportunities available [1]

Group 1 - The US stock market opened with the Dow Jones up by 0.5%, the S&P 500 rising by 0.65%, and the Nasdaq increasing by 0.95% [1] - Alibaba (BABA.N) saw an increase of over 4% as the company plans to let its AI chip manufacturing division, "Pingtouge," go public [1] - Procter & Gamble (PG.N) rose by 1.8%, while Abbott (ABT.N) experienced a decline of over 10% due to significant reductions in both revenue and net profit [1]

Group 1 - The final adjusted annualized GDP growth rate for the US in Q3 is 4.4%, slightly exceeding expectations [1] - US stock indices opened higher, with the Nasdaq up 0.93%, S&P 500 up 0.64%, and Dow Jones up 0.56% [1] Group 2 - Alibaba's shares rose over 5% following news that its chip subsidiary, Pingtouge, plans to go public [1] - Meta's stock increased by 2.6%, as the company will start advertising on its social platform Threads for all users globally next week [1] - Apple's shares rose nearly 1%, with reports indicating the launch of a new AI version of Siri in June, marking the company's first AI chatbot [1]

周四，阿里巴巴(BABA.US)盘前涨近4%，现报175.20美元。消息面上，据报道，阿里巴巴正准备将推 动其芯片制造部门平头哥半导体上市，此举得益于投资者对这一领域内少数几家试图与英伟达竞争的企 业的浓厚兴趣。据知情人士透露，作为第一步，阿里巴巴计划将该部门改组为部分由员工持股的商业实 体。随后，该公司将考虑进行首次公开募股(IPO)，但具体时间尚不明确。据悉目前仍处于这一过程的 初期阶段，尚不清楚平头哥半导体能获得多少估值。 ...

智通财经APP获悉，周四，阿里巴巴(BABA.US)盘前涨近4%，现报175.20美元。消息面上，据报道，阿 里巴巴正准备将推动其芯片制造部门平头哥半导体上市，此举得益于投资者对这一领域内少数几家试图 与英伟达竞争的企业的浓厚兴趣。据知情人士透露，作为第一步，阿里巴巴计划将该部门改组为部分由 员工持股的商业实体。随后，该公司将考虑进行首次公开募股(IPO)，但具体时间尚不明确。据悉目前 仍处于这一过程的初期阶段，尚不清楚平头哥半导体能获得多少估值。 ...

Group 1 - Global stock markets experienced a slight increase following Trump's withdrawal of trade threats against Europe, alleviating concerns about a trade war [2][28] - As of the report, Dow futures rose by 0.35%, S&P 500 futures increased by 0.56%, and Nasdaq futures climbed by 0.83% [3][29] - The European Stoxx 600 index rose by 1.1%, with the automotive sector leading gains, particularly Volkswagen which surged by 5.2% [3][29] Group 2 - Gold prices remained stable near record highs, indicating that risk appetite in the stock market has not fully translated into a significant drop in safe-haven demand [4][30] - The market interpreted Trump's statements as a sign of easing geopolitical and trade tensions, leading to a renewed preference for stock assets [4][30] Group 3 - Semiconductor stocks strengthened, with Nvidia's CEO comments at Davos boosting enthusiasm for AI investments, leading to a 17% surge in Disco Corp. and a 2.3% increase in Samsung Electronics [6][31][32] - The Korean benchmark index, a tech stock indicator, reached a historical high [32] Group 4 - The VIX volatility index, known as the "Wall Street fear gauge," saw a significant decline, indicating a reduction in market panic [34] - Japanese government bonds rebounded for the second consecutive trading day, while Bitcoin traded around $90,000 [33] Group 5 - Focused stocks included Western Digital, which rose over 4%, Micron Technology up over 3%, and Seagate Technology increasing by 2.5% [40] - Moderna continued to rise by 5.6% following positive data on its mRNA cancer vaccine [41] - GE Aerospace saw a pre-market increase of over 5%, with adjusted earnings per share expected to be between $7.10 and $7.40 for 2026, exceeding market expectations [42]

平头哥自研PPU已成为中国新增AI算力市场的主力芯片之一。 芯片一直被认为是科技领域最难坑的骨头之一，而平头哥创立之前，阿里巴巴的硬件研发「履历」几乎空白，互联网公司造芯在国内更无先例，平头哥研发 芯片的难度不亚于阿里投入云计算。 虽然现实很骨感，但在这场技术和资本的游戏里，阿里的战略决心不亚于对阿里云的长期投入。 公司成立后，内部芯片研发的路线和模式非常清晰，即重点围绕云端数据中心场景开展一系列产品线，这与当时独立芯片公司研发标品芯片的模式大相径 庭，但这一模式也让平头哥成为芯片产业链里最大的黑马。 传统半导体厂商研发芯片，需要先调研客户、收集需求，然后才进入漫长的芯片定义和设计阶段，芯片研发的前期需要消耗大量时间。而平头哥背靠阿里 云，能更好地理解客户场景，以及云端算力的需求，这大幅缩短了平头哥芯片从设计到应用落地的周期。 2019年，成立一年的平头哥小试牛刀，推出了旗下第一颗芯片——AI推理芯片含光800，这是一颗针对场景深度定制的芯片，采用自研架构，推理性能达到 78563IPS，每秒可处理7万8千张图片，创造了当时同类芯片领域的性能和能效比的两项第一，该芯片逐步应用于双11淘宝主搜场景。 与此同时， ...

Market Overview - US stock index futures are all up, with Dow futures rising by 0.35%, S&P 500 futures up by 0.56%, and Nasdaq futures increasing by 0.83% [1] - European indices also show positive movement, with Germany's DAX up by 1.16%, UK's FTSE 100 up by 0.45%, France's CAC40 up by 1.19%, and the Euro Stoxx 50 up by 1.33% [2] Commodity Prices - WTI crude oil has decreased by 1.50%, trading at $59.71 per barrel, while Brent crude oil has fallen by 1.41%, priced at $64.32 per barrel [3] Economic Indicators - The market anticipates stable inflation pressures in the US for November, with a 95% probability that the Federal Reserve will maintain interest rates next week. The core PCE price index is expected to rise by 0.2% month-over-month and 2.8% year-over-year, indicating inflation levels significantly above the Fed's 2% target [4] Company News - GE Aerospace reported Q4 earnings that exceeded expectations, with adjusted EPS of $1.57, surpassing the forecast of $1.43, and adjusted revenue of $11.9 billion, exceeding the market expectation of $11.2 billion. The company projects adjusted EPS for 2026 to be between $7.10 and $7.40, indicating strong growth confidence [9] - Morgan Stanley and Allen & Company are set to earn $90 million from the Warner Bros. deal, with Morgan Stanley also profiting from a $17.5 billion bridge loan provided to Warner Bros. [10] - Anthropic PBC has raised at least $1 billion in its latest funding round, with its revenue run rate doubling since last summer to exceed $9 billion by the end of 2025 [11] - Intel has secured a significant contract with the US Missile Defense Agency for chip supply, with a maximum contract value of $151 billion, boosting investor confidence in the company's transformation plans [12] - Alibaba is preparing to spin off its chip company, Tsinghua Unigroup, for a potential IPO, reflecting strong investor interest in AI accelerators [12]

Market Overview - Major U.S. stock index futures are showing positive movement, with Dow futures up 0.29%, S&P 500 futures up 0.49%, and Nasdaq futures up 0.74% [1] Storage Sector Performance - The storage sector is performing strongly in pre-market trading, with Western Digital up over 4%, Micron Technology up 3.8%, and Seagate Technology up 2.7% [2] Chinese Stocks Movement - Chinese stocks are experiencing a broad increase in pre-market trading, with Alibaba up over 5%, and Pinduoduo, Baidu, and JD.com each up 1.1% [3] Apple Developments - Apple is reportedly developing a wearable AI device called "Pin," which resembles a badge or brooch and is expected to be bundled with the latest Apple Watch or iPhone, potentially launching as early as 2027. Apple shares are up 1% [4] Greenland Pension Fund Considerations - Greenland's SISA pension fund is contemplating divesting from U.S. stocks, managing approximately 11 billion USD in assets, with about 50% currently allocated to U.S. equities. The CEO indicated that discussions on the pros and cons of this move are ongoing [5] SpaceX Plans - SpaceX plans to launch its second-generation Starlink satellite communication system by 2027, as indicated in recent filings with the FCC [6] Nvidia's Market Position - Nvidia has overtaken Apple to become TSMC's largest customer, accounting for approximately 13% of TSMC's total revenue, as confirmed by Nvidia's CEO [7] Price Target Adjustments - Mizuho Securities has lowered the target prices for several tech companies, including Atlassian from 245 USD to 225 USD, Cloudflare from 280 USD to 255 USD, and Microsoft from 640 USD to 620 USD, while maintaining an "outperform" rating for all three [8] Insurance Innovations - Lemonade, a U.S. insurance company, has introduced a "self-driving vehicle insurance" that offers a 50% discount for Tesla owners using Full Self-Driving (FSD) technology, citing lower accident rates and improved pricing models based on vehicle data. Tesla shares are up over 1% [9] Upcoming Economic Data - The U.S. is set to release the annualized final value of Q3 2025 GDP and the annualized final value of the core PCE price index at 21:30 Beijing time [10]