Group 1: Domestic News - The Ministry of Commerce announced that from 2024 to 2025, China aims to achieve 18.3 million vehicle trade-ins, with nearly 60% being new energy vehicles [2] - In 2024, the national scrapped vehicle recovery is projected to reach 17.67 million units, with an annual growth rate of 45.8% [2] - The second-hand vehicle transactions are expected to reach 39.686 million units [2] Group 2: Traffic and Safety Initiatives - Beijing is planning to implement a "no-cost first aid" policy for traffic accident victims, ensuring they receive immediate medical care without upfront costs [3] Group 3: Insurance and Financial Support - Guangdong is optimizing insurance services for new energy vehicles and exploring the development of intelligent driving liability insurance products to support the growth of the new energy vehicle industry [4] - The province is encouraging insurance institutions to provide various insurance products related to consumer goods [4] Group 4: Transportation Policies - Henan province will exempt hydrogen-powered trucks from toll fees on expressways until the end of 2027 and offer a 50% discount for electric trucks [5] Group 5: Automotive Industry Performance - In the UK, new car registrations are projected to reach 2.02 million in 2025, a 3.5% increase from 2024, with pure electric vehicle sales growing approximately 25% [6] - Lucid Motors reported a total production of 18,378 vehicles in 2025, a 104% increase, and deliveries of 15,841 vehicles, a 55% increase [9] - Chery Group set a sales target of 3.2 million vehicles for 2026, representing a 14.03% growth from 2025 [10] - NIO's one-millionth production vehicle has been officially launched, marking a significant milestone for the company [11] Group 6: Technological Advancements - NVIDIA announced plans to test its Level 4 autonomous taxi service in 2027, utilizing its full-stack autonomous driving technology [7] - Hyundai Motor Group plans to deploy Boston Dynamics' Atlas robots in its U.S. factories starting in 2028 [8] - Geely and Qianli Zhijia jointly launched a new smart driving brand, G-ASD, covering intelligent driving capabilities from Level 2 to Level 4 [13] - Hesai Technology has been selected by NVIDIA as a lidar partner for its DRIVE AGX Hyperion 10 platform, aimed at enabling Level 4 autonomous driving [14]

Group 1: Market Performance - The U.S. stock market saw all three major indices rise, with the Dow Jones Industrial Average reaching a new historical high, approaching the 50,000 mark, closing at 49,462.08 points, up 0.99% [3] - The Philadelphia Semiconductor Index increased by 2.75%, setting a new historical high, with notable gains in chip stocks such as Microchip Technology up over 11%, Micron Technology up over 10%, and NXP Semiconductors up over 9% [5][6] Group 2: Federal Reserve Insights - Federal Reserve Governor Milan stated that the Fed should lower interest rates by more than 100 basis points this year, as economic data trends may support further rate cuts [5] - Milan noted that core inflation has returned to around the Fed's 2% target, and he expects strong economic growth in the U.S. this year [5] Group 3: Commodity Prices - Silver prices surged again, with COMEX silver futures breaking the $80 per ounce mark, reflecting a rise of approximately 6% [8] - Gold prices also saw a slight increase, with COMEX gold futures surpassing $4,500 per ounce, up over 1% [8]

周二，三大指数收涨，道指、标普500指数双双创下新高，贵金属延续涨势。美国白宫周二表示，美国 总统特朗普及其团队正在探讨获取格陵兰岛的相关方案，并且利用美国军队来推进这一目标"始终是一 个可行的选择"。白宫还表示，特朗普希望在其任期内获取格陵兰岛。 【美股】截至收盘，道指涨484.9点，涨幅为0.99%，报49462.08点；纳指涨151.35点，涨幅为0.65%，报 23547.17点；标普500指数涨42.77点，涨幅为0.62%，报6944.82点。特斯拉(TSLA.US)跌4.1%，拼多多 (PDD.US)涨近3%，高通(QCOM.US)涨超3%。纳斯达克中国金龙指数收跌0.78%，禾赛(HSAI.US)涨超 10%，阿里巴巴(BABA.US)跌超3%。 报道：美国最高法院将周五定为就关税问题作出裁决的日期。据媒体报道，美国最高法院已将本周五定 为判决书发布日，这标志着该日期将成为特朗普总统全球关税政策面临裁决的首个机会。法院网站发布 这一公告之际，大法官们正结束为期四周的假期休庭重返岗位。法院从未提前透露哪些判决已准备就 绪，仅表示在大法官于华盛顿时间上午10:00开庭时，可能会发布已审理案件的判决 ...

Core Insights - Hesai Technology has been selected by NVIDIA as a lidar partner for the DRIVE AGX Hyperion 10 platform, which is aimed at accelerating the development of Level 4-capable vehicles [1][2]. Group 1: Partnership and Technology - Hesai's lidar technology will be integrated into an open, production-oriented architecture that automakers and developers can utilize to create and validate autonomy-ready systems [2]. - The Hyperion 10 platform combines various sensing modalities, including cameras, radar, lidar, and ultrasonic sensors, into a unified setup for enhanced perception and safety development [2][3]. - NVIDIA's platform is powered by two DRIVE AGX Thor systems-on-a-chip, delivering over 2,000 FP4 teraflops of processing power for real-time, 360-degree sensor fusion [3]. Group 2: Product Features and Applications - Hesai will support the Hyperion 10 platform with its ETX ultra-long-range lidar, designed for Level 3 and Level 4 applications, featuring high resolution and options for clean vehicle integration [3]. - The company is also expanding into new sensing use cases, including 3D motion capture technology, indicating a broader focus on spatial data and real-time perception beyond the automotive sector [4]. Group 3: Market Performance - Hesai's stock was trading higher by 1.67% at $27.08 at the time of publication, reflecting positive market sentiment following the announcement [4].

Core Viewpoint - The majority of Chinese concept stocks experienced gains, with notable increases in companies such as Hesai (HSAI.US), Pinduoduo (PDD.US), Futu Holdings (FUTU.US), Pony.ai (PONY.US), and Trip.com (TCOM.US) [1] Group 1: Stock Performance - Hesai (HSAI.US) rose over 6% [1] - Pinduoduo (PDD.US) increased by more than 4% [1] - Futu Holdings (FUTU.US) and Pony.ai (PONY.US) both saw gains exceeding 3% [1] - Trip.com (TCOM.US) experienced a rise of over 2% [1] Group 2: Market Indices - The Shanghai Composite Index opened high and continued to rise, achieving a rare 13 consecutive days of gains, breaking the previous high from November 14, 2025, and reaching the highest level since July 2015 [1] - The Hang Seng Index increased by 1.38% [1] Group 3: Monetary Policy - The People's Bank of China is set to hold its work conference on January 5-6, 2026, where it will discuss the implementation of a moderately accommodative monetary policy for the year [1]

Market Overview - The U.S. stock market opened with mixed results, with the Nasdaq up by 0.22%, the S&P 500 rising by 0.1%, and the Dow Jones down by 0.03% [1] Company Highlights - Nvidia, selected as one of the "Top 10 Core Assets with Global Vision" for 2026, saw its stock increase by 1.3%. The Vera Rubin platform has fully launched, enhancing AI inference performance by five times while reducing costs to one-tenth [1] - Novo Nordisk's stock rose by 4.3% following the official launch of the world's first oral GLP-1 medication for adult weight loss in the U.S. [1] - Hesai Technologies experienced a nearly 8% increase in stock price, with plans to double its production capacity to 4 million units by 2026 and being selected as a lidar partner by Nvidia [1] - NIO's stock increased by 2.3%, marking the rollout of its one-millionth vehicle, with CEO Li Bin stating that future annual sales are expected to grow by 40% to 50% [1]

Market Overview - On the second trading day of the new year, the market showed strong performance with significant volume increase, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 1.5%, 1.4%, and 0.75% respectively, and over 4,100 stocks gaining while more than 1,200 stocks declined [4] - The total trading volume exceeded 2.8 trillion yuan, indicating heightened market activity [4] Autonomous Driving Sector - The autonomous driving sector experienced a strong rally, with stocks like Suoling Co., Zhejiang Shibao, and others hitting the daily limit, leading to an overall increase of 2.38% in the sector [7] - The surge was catalyzed by NVIDIA's announcement at CES regarding the release of the open-source AI model and tools, which are aimed at accelerating the development of next-generation safe autonomous driving technologies [7][8] - The new model, Alpamayo-R1, is noted for its high interpretability, addressing the "black box" issue of traditional algorithms, which is crucial for the implementation of Level 4 autonomous driving [8] Financial Sector - The financial sector showed robust performance with significant gains across various stocks, including Huayin Securities and Huasheng Securities, which hit the daily limit [11] - The sector saw increases of 3.73% for brokerage firms, 3.82% for insurance, and 2.02% for financial technology companies, driven by a notable increase in trading volume and a bullish market sentiment [11] - The Shanghai Composite Index managed to stay above the 4,000-point mark, marking a significant milestone with a record 13 consecutive days of gains [11] HeSai Technology - HeSai Technology was selected by NVIDIA as a laser radar partner for the "NVIDIA DRIVE AGX Hyperion 10 platform," leading to a stock price increase of 5.9% [12] - The stock's performance was somewhat muted due to its exclusion from the Hong Kong Stock Connect, limiting A-share investor participation [12] KeLan Software - KeLan Software opened 4% higher but experienced a decline before a significant rally in the afternoon, closing up 5.38% [14] - The stock's initial rise was attributed to its association with commercial aerospace, while the afternoon surge was linked to its connection with brain-computer interface concepts, highlighting its position in the financial technology sector [14]

Core Viewpoint - Hesai Technology's stock price increased by 5.9% in Hong Kong, leading to a pre-market rise of 5.5% in the US, driven by the announcement of a partnership with NVIDIA for the "NVIDIA DRIVE AGX Hyperion 10 platform" and plans to double production capacity by 2026 [1] Group 1: Company Developments - Hesai Technology has been selected by NVIDIA as a laser radar partner for the "NVIDIA DRIVE AGX Hyperion 10 platform" [1] - The company announced plans to double its annual production capacity to 4 million units by 2026 [1] - A new generation of L3 automotive laser radar solutions has been showcased, with the first mass production point for passenger vehicles expected to start by the end of 2026 or early 2027 [1] Group 2: Stock Performance - Hesai's stock closed at $24.250, with a pre-market price of $25.590, reflecting a 5.53% increase [2] - The stock's highest price during the trading session was $24.490, and the lowest was $23.790, with a trading volume of 1.4743 million shares [2] - The company's total market capitalization is approximately $3.786 billion, with a price-to-earnings ratio of 53.65 [2]

Core Viewpoint - Hesai Technology, a leading company in the lidar industry, announced plans to double its annual production capacity from 2 million units in 2025 to 4 million units in 2026 to meet the growing demand for lidar in the ADAS and robotics sectors [1] Group 1 - The company has secured partnerships with several leading overseas automotive manufacturers and domestic new forces for L3 autonomous driving [1] - Hesai's next-generation L3 automotive-grade lidar solution has received its first mass production designation for passenger vehicles, with production expected to start by the end of 2026 or early 2027 [1]

人民财讯1月6日电，企查查APP显示，近日，上海禾赛科技有限公司"激光雷达的主体(33)"专利获授 权。企查查专利摘要显示，该外观设计产品用于自动驾驶、通讯、无人机、智能机器人、能源安全检 测、资源勘探等领域的激光雷达，其设计要点在于形状。 ...