【金属】现货黄金收涨1.38%，报4828.94美元，日内一度抹去全部涨幅，因特朗普发帖表示与北约就格 陵兰问题达成协议。 【原油】国际油价21日微涨。截至当天收盘，纽约商品交易所3月交货的轻质原油期货价格上涨26美 分，收于每桶60.62美元，涨幅为0.43%；3月交货的伦敦布伦特原油期货价格上涨32美分，收于每桶 65.24美元，涨幅为0.49%。 【宏观消息】 特朗普：美国将参与格陵兰矿产权益；心中选定的美联储主席可能只剩一位，希望能像上世纪90年代的 格林斯潘那样。美国总统特朗普表示：我们似乎已达成协议框架。格陵兰岛相关协议草案的内容完全符 合我方预期。格陵兰框架是一项长期协议，格陵兰框架让所有人都处于有利地位。将涉及矿产权益，美 国将"永久"参与格陵兰矿产权益。我们稍后会解释这项协议。此外，特朗普还谈到：我想说美联储主席 候选人已经缩减到三位，不对，是两位。而且我或许可以告诉你，在我心里可能已经只剩下一位了。贝 莱德全球固定收益首席投资官里克·里德尔、美联储前理事凯文·沃什，都适合担任下一任美联储主席。 关于凯文·哈塞特，实际上我更想让他留在目前的位置上。如果鲍威尔不离开美联储（即卸任主席后继 续担 ...

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]

Group 1 - The Nasdaq China Golden Dragon Index increased by over 2% [1] - Popular Chinese concept stocks generally rose, with Bilibili up 6.74%, Baidu up 6.59%, and GDS Holdings up 4.98% [1] - Other notable gains include Kingsoft Cloud rising by 4.14% and Miniso increasing by 4.06% [1] Group 2 - Legend Biotech experienced a significant decline, falling by 10.76% [1] - NetEase and Luckin Coffee both dropped nearly 3% [1] - Amer Sports saw a decrease of 1.63% [1]

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 ...

International News - US natural gas futures prices saw a significant increase, with intraday gains reaching up to 30%, currently reported at $5.083 per million British thermal units, after previously recording increases of 29%, 28%, and 27% [1][7] - Precious metals market showed a downward trend, with spot gold prices dropping below $4820, $4810, $4800, and $4790 per ounce, with daily declines of 0.25%, 0.44%, 0.64%, and 0.86% respectively [1][7] - Spot silver also faced pressure, falling below $93, $92, and $91 per ounce, with daily declines of 1.68%, 2.93%, and 3.74% respectively [1][7] - US stock market performed strongly, with all three major indices closing up over 1%, the Dow Jones up 1.21%, Nasdaq up 1.18%, and S&P 500 up 1.16% [1][7] Individual Stocks - Intel shares rose over 11%, reaching a four-year high; AMD increased by 8.3%, SanDisk by over 10%, Western Digital by over 8%, and Micron Technology by over 6% [2][8] - The Nasdaq Golden Dragon China Index rose by 2.22%, with notable gains from individual stocks such as New Oxygen up 14.93%, Baidu up 8.20%, and Century Internet up 7.17% [2][8] - OpenAI's CEO Sam Altman is meeting with top investors in the Middle East to pursue a new round of financing of at least $50 billion, with a post-funding valuation expected between $750 billion and $830 billion [2][8] - Apple plans a major overhaul of Siri, transforming it into a built-in chatbot with new features expected to launch later this year [2][8] Company Dynamics - French dairy company Lactalis announced a recall of multiple batches of infant formula in 18 countries, including China, due to potential contamination with Bacillus cereus toxin [3][9] - Ubisoft canceled the development of six games, including the remake of "Prince of Persia: The Sands of Time" and four unannounced titles [3][10] - The American Petroleum Institute (API) reported an increase of 3 million barrels in US API crude oil inventories last week, compared to a previous increase of 5.278 million barrels [3][10] - President Trump expressed hope for the retention of Kevin Hassett in his current position, with the shortlist for the Federal Reserve chair narrowing to two or three candidates [3][10]

Core Viewpoint - The U.S. stock market experienced a significant rebound following President Trump's cancellation of new tariffs on European countries and his announcement of a "framework agreement" regarding Greenland [1][3]. Market Performance - The Dow Jones Industrial Average rose by 1.21%, closing at 49,077.23 points; the S&P 500 increased by 1.16%, ending at 6,875.62 points; and the Nasdaq Composite gained 1.18%, finishing at 23,224.82 points [2]. Political Developments - Trump stated at the World Economic Forum in Davos that he would not use military force to acquire Greenland, which positively influenced the stock market. He mentioned a productive discussion with NATO Secretary General Mark Rutte, leading to a future agreement framework concerning Greenland and the Arctic region [3]. - Trump had previously announced a 10% tariff on goods from Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland, set to take effect on February 1, with a potential increase to 25% by June 1 if an agreement on Greenland was not reached [4]. Market Reactions - The stock market had previously declined sharply due to Trump's escalation of tariff threats and the possibility of military action regarding Greenland, marking the worst single-day performance since October 10 [6]. - The market's reaction to Trump's tariff cancellation reflects a trend where investors no longer assume his statements will be executed, indicating a level of unpredictability in his administration's policies [7]. Stock Performance - Major technology stocks mostly rose, with Nvidia up 2.95%, Apple up 0.39%, Microsoft down 2.29%, Google up 1.98%, Amazon up 0.13%, Meta up 1.46%, Tesla up 2.91%, Broadcom down 1.14%, Oracle down 3.36%, Netflix down 2.18%, Micron Technology up 6.61%, AMD up 7.11%, and Intel up 11.72% [7]. - Chinese concept stocks also saw gains, with the Nasdaq Golden Dragon China Index rising 2.21%, Alibaba up 3.87%, JD.com up 2.43%, Pinduoduo up 1.40%, NIO up 2.41%, Xpeng up 1.70%, Li Auto up 2.48%, Bilibili up 5.65%, Baidu up 8.17%, while NetEase fell 4.07%, Tencent Music down 0.80%, and Pony.ai up 2.55% [7].

例如百度的自动驾驶平台不仅提供自动驾驶软件，更打造了涵盖智能道路基础设施、AI地图、传感器 及云端协同的完整移动出行系统。华为则为工业园区、港口等提供"交钥匙"全套人工智能系统，涵盖AI 门禁控制、安全监控、5G网络、数据中心和软件等。AI不仅限于大都市。在中国农村，电商平台为农 民提供AI驱动的多种工具，用于诊断作物病害、预测产量和最佳定价等。 开源在中国的AI及更广泛的科技生态中扮演着战略性角色。不同于西方，中国把开源当作一种发展加 速器与协作机制。中国企业和研究机构使成千上万的开发者、初创企业、高校及地方政府能基于共同的 基础进行创新。开源模式契合中国重视集体解决问题和标准化的传统。共享平台使产业、学术界和政府 更容易围绕共同的技术路线图协作。这对智慧城市、工业自动化和能源系统等大型项目至关重要。 中国的AI模式对全球南方国家具有特别的吸引力。对许多新兴经济体而言，西方的做法造成财务和制 度障碍。中国则提供了可负担的低成本替代方案：将AI作为共享基础设施，目的是广泛应用而非仅供 少数精英使用。该战略通过集成开发环境而非独立技术实现。借助"数字丝绸之路"等倡议，中国企业将 人工智能系统与电网、5G网络、数 ...

本文源自：金融界AI电报 新氧涨14.93%，百度涨8.20%，世纪互联涨7.17%，1药网涨6.89%，康迪车业涨6.32%。 ...

Group 1 - The Nasdaq China Golden Dragon Index rose by 2%, with popular Chinese stocks experiencing significant gains, including Bilibili (BILI.US) up over 7%, Baidu (BIDU.US) up over 6%, Pinduoduo (PDD.US) up over 3%, and Alibaba (BABA.US) and JD.com (JD.US) both up over 2% [1] - The Hang Seng Tech Index also rebounded, increasing by over 1% during the day [1] - Bridgewater Associates expressed optimism about Chinese stocks for the year, indicating that they remain attractive to some extent as corporate earnings expectations improve, following a significant rise in 2025 [1]