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芯片巨头大跌17% 英伟达市值一夜增超4700亿元!贵金属领涨 现货白银大涨超7% 现货黄金逼近5000美元
Mei Ri Jing Ji Xin Wen· 2026-01-24 00:22
Group 1: Stock Market Performance - The three major U.S. stock indices closed mixed, with the Dow Jones down 0.58%, the Nasdaq up 0.28%, and the S&P 500 up 0.03% [2] - Technology stocks showed mixed results, with Microsoft and Netflix rising over 3%, while AMD and Amazon increased over 2% [2] - Intel experienced a significant drop of 17%, marking its largest single-day decline since August 2024 [2] Group 2: Chinese Stocks and Indices - The Nasdaq Golden Dragon China Index fell by 0.26%, with notable declines in stocks such as Xpeng down over 3%, NIO and Alibaba down over 2%, and Weibo down over 1% [3] - Conversely, stocks like Youdao rose over 4%, New Oriental increased over 2%, and Trip.com gained over 1% [3] - The FTSE China A50 Index futures rose by 0.41%, closing at 14,843 points [4] Group 3: Precious Metals - Spot silver surged by 7.34%, reaching $103.21 per ounce [5] - New York silver also increased by 7.17%, priced at $103.28 per ounce [6] - Silver saw a substantial annual increase of approximately 147%, driven by strong demand, limited refining capacity, and ongoing supply shortages [6] - Analysts noted that geopolitical tensions, a generally weaker dollar, and expectations of a shift to monetary easing by the Federal Reserve are influencing gold demand [6] - Spot gold rose by 1.01%, reaching $4,986.02 per ounce [7]
2026第十二届金轩奖优秀奖名单出炉
汽车商业评论· 2026-01-23 23:07
Core Viewpoint - The 12th Jin Xuan Award ceremony serves as a significant event in the automotive marketing industry, recognizing outstanding achievements and innovations over the past year while promoting a professional evaluation system across the entire automotive industry chain [4][7]. Group 1: Event Overview - The 12th Jin Xuan Award ceremony took place on January 23, 2026, in Beijing, gathering attention from the automotive marketing community [4]. - The event marks a reflection on twelve years of dedication to the principles of fairness, objectivity, and long-termism in the evaluation process [5]. - The Jin Xuan Award is recognized as a "marketing barometer" in the industry, collaborating with other awards to enhance the evaluation framework [7]. Group 2: Award Categories and Winners - This year's awards include 6 annual awards, 20 gold awards for marketing cases, and 43 excellent marketing case awards, covering various categories such as creative works, public welfare, sustainable development, AIGC marketing, and brand IP marketing [8]. - The awards highlight innovative practices in user communication, emotional resonance, technological transformation, and social responsibility [11][12]. Group 3: Notable Award Winners - The Public Welfare and Sustainable Development category recognized winners such as Mercedes-Benz, Jaguar Land Rover China, and SAIC Volkswagen for their impactful initiatives [16]. - The Creative Works category awarded brands like Deep Blue Automotive, Beijing Automotive, and Changan Automobile for their innovative marketing campaigns [23]. - The Cross-Border Marketing category included winners like Geely Galaxy and Kaiyi Automotive, showcasing the synergy between automotive brands and other sectors [43]. Group 4: Marketing Innovations - The AIGC Marketing category awarded East Wind Yipai and SAIC Roewe for their integration of AI technology into marketing strategies [63]. - The Brand IP Marketing award was given to Wuling Automotive for successfully establishing deep emotional connections with users [72]. - The Personality Marketing category recognized Porsche and GAC Group for their effective engagement strategies that resonate with consumers [77].
重仓蔚来?华宝成纳指基金唯一亏钱的产品
Sou Hu Cai Jing· 2026-01-23 12:38
买基金千万不能看名字 你是不是以为那些带着纳斯达克的基金 就真的重仓了相关的ETF或者龙头股票 大错特错! 最近华宝旗下的纳斯达克精选基金 竟然成为全市场唯一收益告负的纳斯达克主题产品 真是万红丛中一点绿 气的很多基民都直接清仓不玩了 它还能不能再买? 部分投资者深扒发现 小编自己也是买了不少 从去年一直在定投 结果到现在还亏了6个点 A股都给我看顺眼了 问题来了,华宝纳斯达克为啥跑不赢指数? 这只基金虽然顶着纳斯达克100的名头 却没有老老实实买相关优质的成分股 而是选了不少像蔚来汽车这样的股票 直接拖累了基金表现 而蔚来既不是纳斯达克100成分股 也不是综旨成分股 基金经理这么做合不合规呢? 基金经理反而大手笔加仓 持股数量猛增到1393万股 其实华宝纳斯达克精选 是一只主动管理型基金 可以从纳斯达克上市的所有股票里面选 但问题是 基金经理偏偏就选择了蔚来 2024年底这只基金还只持有其443万股 到了2025年底 蔚来在2025年第四季度股价暴跌33% 成为第11大重仓股 如今跌成狗了也没及时卖掉 难怪小编之前赚的那点零花钱 又给吐回去了 外加前10大重仓股里英伟达、特斯拉、奈飞等股票 年前表现一般 所 ...
智驾芯片变天,蔚小理“集体”放弃英伟达
Xin Lang Cai Jing· 2026-01-23 10:25
Core Viewpoint - Chinese automotive companies are reevaluating their reliance on Nvidia's smart driving chips, with companies like XPeng and Li Auto shifting towards self-developed chips, indicating a significant change in the industry landscape [1][4]. Group 1: Shift to Self-Developed Chips - XPeng Motors launched four new models equipped with its self-developed Turing AI chip, marking a departure from previous models that used Nvidia chips [1]. - Li Auto plans to use its self-developed M100 chip in the major redesign of its L9 model, which is expected to enter mass production in Q1 2025, offering performance that surpasses Nvidia's Thor-U chip [1]. - NIO has calculated that its reliance on Nvidia's Orin chips will cost over $300 million in 2024, prompting a shift to its self-developed Shenji chips to reduce costs by approximately 10,000 yuan per vehicle [2]. Group 2: Market Dynamics and Competition - The trend of "de-Nvidia" among new automotive forces is gaining momentum, with NIO, XPeng, and Li Auto accelerating their transition away from Nvidia [4]. - By 2025, the combined sales of NIO, XPeng, and Li Auto are projected to exceed 1.16 million units, driven by partnerships with Huawei and the expansion of smart driving technologies into entry-level models [4][9]. - Nvidia's market share in China is expected to decline from 39% in 2024 to 25% in 2025, as its Orin architecture is considered outdated and its Thor chip faces performance issues [5]. Group 3: Future Trends in the Automotive Industry - The Chinese automotive market is anticipated to see a significant increase in L2-level assisted driving vehicles, with a projected 21.2% year-on-year growth in new car sales featuring these capabilities by 2025 [5]. - The competition in the high-end market is intensifying, with local brands increasingly adopting self-developed chips, reducing their dependency on Nvidia [9]. - The automotive industry's shift from "regulatory control" to "end-to-end" smart driving technology is expected to reshape the landscape by 2025 [4].
国产“卷王”围堵BBA:问界M9L、蔚来ES9王炸升级,新旧势力迎来终极对决
3 6 Ke· 2026-01-23 07:37
Core Viewpoint - The luxury SUV market in China is experiencing a significant shift, with traditional brands like BBA (BMW, Benz, Audi) facing declining sales due to the rise of domestic new energy vehicle manufacturers [1][17]. Group 1: Sales Performance - BBA's combined sales in China have dropped significantly, with Mercedes-Benz's sales falling to 551,900 units, marking a 12% decrease [2][1]. - In the high-end SUV segment, traditional models like Audi Q5L, Mercedes-Benz GLC, and BMW X3/X5 have seen substantial declines, while new entrants like Xiaomi YU7 and AITO M8 are gaining traction [2][1]. Group 2: Competitive Landscape - The competition in the high-end SUV market has intensified, with new players leveraging technology and consumer insights to capture market share from BBA [18][21]. - The market dynamics are shifting towards a focus on practical luxury and value, as consumers are less willing to pay for brand prestige alone [17][21]. Group 3: Product Innovations - New models such as the Ideal L9 and AITO M9 are set to challenge BBA's dominance, with significant upgrades in technology and features aimed at enhancing user experience [5][9]. - Upcoming models like the Zeekr 8X and Lido L80 are expected to offer competitive pricing and features, appealing to a broader consumer base [10][13]. Group 4: Market Trends - The high-end SUV market is witnessing a transformation where the focus is shifting from brand loyalty to practical benefits and technological advancements [17][20]. - Future competition will likely center around the ability to deliver practical technology and user-friendly features rather than just high specifications [22][21].
今年想买车的兄弟,建议先看看车企们的新年计划
3 6 Ke· 2026-01-23 04:33
Group 1 - The article discusses various automotive companies' sales targets for 2026, highlighting aggressive and conservative strategies among different brands [2][4] - Xiaomi aims for a sales target of 550,000 vehicles in 2026, representing a 34% increase from last year's 410,000 deliveries, which had already exceeded its initial target of 300,000 [4][6] - BYD sets an ambitious overseas sales target of 1.5 to 1.6 million vehicles for 2026, reflecting over 50% growth compared to its 2025 sales of just over 1 million [8][10] Group 2 - The article notes that BYD's domestic sales have declined from 3.83 million in 2024 to 3.5 million last year, partly due to increased competition from brands like Geely [10][12] - NIO plans for a growth rate of 40-50% annually, building on last year's total sales of 326,000 vehicles, with a focus on upgrading existing models to a new platform [18][21] - Traditional luxury brands like Porsche, BMW, and Mercedes-Benz have faced significant sales declines in China, with Mercedes-Benz selling only 550,000 vehicles last year, a nearly 20% drop [23][28] Group 3 - The article highlights that the Chinese automotive market is becoming increasingly competitive, with domestic brands driving down prices and offering more attractive options for consumers [33][34] - Toyota has seen a rebound in sales, exceeding 1.78 million vehicles last year, and plans to introduce over five new models based on Chinese technology in the coming years [33]
异动盘点0123 | 透云生物今早放量闪崩跌超60%,黄金股反弹;稀土概念股走高,热门中概股普涨
贝塔投资智库· 2026-01-23 04:06
Group 1 - Sanhua Intelligent Control (02050) saw a decline of over 3.4% after announcing a share reduction plan involving the actual controller and several directors, with a total of up to approximately 10.2 million A-shares to be sold between February 24, 2026, and May 23, 2026 [1] - Tuo Yun Biotechnology (01332) experienced a significant drop of over 60%, nearly erasing gains since October 2022, following stock movements involving major shareholders [1] - Zhongwei New Materials (02579) increased by over 5% as the company announced securing 5-6 billion wet tons of nickel ore resources and establishing four nickel raw material industrial bases in Indonesia [1] Group 2 - InnoCare Pharma (03696) rose over 6%, reaching a new high of 62.9 HKD, after receiving FDA approval for its oral NLRP3 inhibitor ISM8969 for Parkinson's disease treatment [2] - Solar stocks surged, with Kaisa New Energy (01108) up 17.85% and other companies like Fuyao Glass (06865) and Xinyi Solar (00968) also showing significant gains, driven by a report indicating a new phase in commercial space deployment [2] - Jiangnan Buyi (03306) fell nearly 7% after announcing a placement of 14.535 million shares at a discount to the market price [2] Group 3 - Lithium stocks rose, with Ganfeng Lithium (01772) up 5.22% and Tianqi Lithium (09696) up 2.88%, following a report of a significant increase in lithium carbonate contract prices [3] - Rongchang Bio (09995) increased nearly 2% after UBS expressed a positive outlook on its collaboration with AbbVie, which includes substantial milestone payments [4] - DCH Holdings (00179) fell nearly 7% as it reported a slight decline in revenue for the nine months ending December 31, 2025 [4] Group 4 - Gold stocks rebounded, with Chifeng Jilong Gold Mining (06693) up 6.99% and others also showing gains, as spot gold prices reached a new high of over $4,960 per ounce [4] - Bitgo Holdings (BTGO.US) debuted on the US stock market, rising 2.72% as a leading cryptocurrency custody provider [5] - Rare earth stocks surged, with USA Rare Earth (USAR.US) up 17.49% after announcing partnerships to advance its Round Top project [5] Group 5 - The Nasdaq Golden Dragon China Index opened up 1.6%, with major Chinese stocks like Li Auto (LI.US) and Alibaba (BABA.US) showing gains, supported by comments from the People's Bank of China regarding potential monetary easing [6] - Abbott (ABT.US) fell 10.04% after reporting lower-than-expected sales for Q4 2025, despite a year-over-year increase in adjusted EPS [7] - Alibaba (BABA.US) rose 5.05% as it plans to list its semiconductor division, benefiting from investor interest in competing with Nvidia [7]
蔚来取得车门组件专利
Jin Rong Jie· 2026-01-23 03:33
国家知识产权局信息显示,蔚来汽车科技(安徽)有限公司取得一项名为"车门组件"的专利,授权公告 号CN119894700B,申请日期为2023年9月。 本文源自:市场资讯 作者:情报员 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 天眼查资料显示,蔚来汽车科技(安徽)有限公司,成立于2020年,位于合肥市,是一家以从事科技推 广和应用服务业为主的企业。企业注册资本2600000万人民币。通过天眼查大数据分析,蔚来汽车科技 (安徽)有限公司共对外投资了5家企业,参与招投标项目29次,财产线索方面有商标信息2334条,专 利信息3351条,此外企业还拥有行政许可30个。 ...
特朗普在欧洲抨击欧洲:你们方向不对,欧洲某些地方已变得面目全非;不会对格陵兰岛动武
Sou Hu Cai Jing· 2026-01-23 02:59
Group 1: U.S. and Greenland Island Dispute - The U.S. President Trump expressed intentions to negotiate the purchase of Greenland, emphasizing its strategic importance to U.S. national security [3][8] - Trump criticized Denmark for its perceived ingratitude regarding Greenland and stated that no other country could ensure its security [3] - The international response included strong opposition from European leaders, particularly the UK, asserting that the future of Greenland should be determined by its people and Denmark [8] Group 2: Market Reactions and Economic Indicators - U.S. stock indices saw significant gains, with the Dow Jones Industrial Average rising by 418 points and the Nasdaq index increasing by over 1% [5] - Notable increases in Chinese concept stocks were observed, with Baidu rising by 7.12% and iQIYI by 7.03% [5][8] - The market reacted to Trump's comments, with gold prices initially dropping by $40 before stabilizing at $4849.49 per ounce [3] Group 3: Federal Reserve and Monetary Policy - Trump announced plans to nominate a new Federal Reserve Chair, indicating dissatisfaction with current Chair Powell's timing on interest rate adjustments [7] - Economists predict that the Federal Reserve will maintain the benchmark interest rate unchanged during the January meeting, contrary to previous expectations of potential rate cuts [7] - Concerns regarding the independence of the Federal Reserve have increased, with Trump criticizing its failure to lower rates and the Justice Department threatening investigations into the Fed [7]
合肥蔚电科技公司更名蔚来能源
Sou Hu Cai Jing· 2026-01-23 02:54
天眼查工商信息显示,近日,合肥蔚电科技有限公司发生工商变更,企业名称变更为安徽蔚来能源有限公司,同时,部分高管也发生变更。 该公司成立于2017年11月,法定代表人为余东明,注册资本1000万人民币,经营范围含新能源、电力相关产业及产品的运营及管理,电动汽车智能充换电服 务网络的规划、设计、研发、建设、销售、运营等。股东信息显示,该公司由武汉蔚来能源有限公司全资持股。 | | 省公司 查老板 查关系 查风险 都在用的商业资 间工具 | | --- | --- | | | 安徽蔚来能源有限公司 × 国家中小企业发展子基金旗下机构 | | 基本信息 380 | 法律诉讼 经营风险2 经营信息 82 | | 工商信息 4 MIP | | | 工商信息 历史工商信息 | | | | 安徽蔚来能源有限公司 | | 企业名称 | 曾用名 合肥蔚电科技有限公司 (2017-11 至 2026-01) | | 法定代表人 | 登记状态 2 作写 余 余东明 猛关联企业 24 | | | 成立日期 2017-11-1 | | 统一社会信用代码 ○ | 91340111MA2R91AT8L 注册资本 2 1000万人[ | | ...