Key Points - The European Union plans to implement a ban on "high-risk suppliers," which Huawei has criticized as violating fair principles based on nationality [4][5] - DeepSeek has unveiled a new model called "Model 1," which is expected to be more efficient and suitable for edge devices [10][11] - Yu Minhong has launched a "retirement club" targeting individuals aged 50 to 75, offering low-cost experience classes [7][8] - iQIYI's CFO Wang Jun has resigned, with Senior Vice President Zeng Ying taking over as acting CFO [16][17] - Tesla's CEO Elon Musk has restarted the Dojo3 chip project, aiming for advancements in space AI [37][38] - Nvidia's CEO Jensen Huang expressed regret over selling Nvidia stock to buy a car for his parents, calling it the most expensive car in the world [39] - Vivo has maintained a leading position in the Indian smartphone market with a 23% share, significantly ahead of competitors [40][41]

对于格陵兰岛，特朗普表示，格陵兰岛是北美的一部分，这是美国的领土。它是国家战略安全所必需的，寻 求立即谈判收购格陵兰岛，不会动用武力夺取格陵兰岛。 特朗普最新演讲！谈及多个热门话题 当地时间1月21日，美国总统特朗普在瑞士达沃斯发表演讲。他在演讲中提及美联储主席、格陵兰岛等多个热 门话题。 对于新任美联储主席候选人，特朗普表示，美联储主席鲍威尔在利率问题上行动太迟了，在不久的将来宣布 新的美联储主席人选。 第 803 期 2026-01-22 焦点事件 特朗普：已就格陵兰岛未来合作制定框架，暂时不会加征关税 美国总统特朗普21日在社交媒体发文称，他已经同北约秘书长吕特就未来达成有关格陵兰岛的协议制定了框 架，因此不会实施原定于2月1日生效、对欧洲8国加征关税的措施。 两大央企换帅！涉及7家上市公司 1月21日，国务院国资委公布了7户中央企业14名领导人员职务任免情况。 两家央企集团旗下共有七家上市公司。其中保利集团境内外控股上市公司5家，分别为：保利发展、保利置业 集团、中国海诚、保利联合、保利物业；中盐集团旗下上市公司分别为中盐化工和红四方。 其中，申兆军任中国盐业集团有限公司党委书记、董事长；免去李耀强的 ...

以下文章来源于远川科技评论 ，作者何律衡 远川科技评论 . 刻画这个时代（的前沿科技） 来源丨 远川科技评论 （ ID： kechuangych 4 ） 作者丨 何律衡 图源丨Midjourney 台积电财报发布，给人工智能行业送来了含金量最足的一次背书。 2025年四季度财报，台积电多项指标大超预期，营收连续八季度同比增长，视产业周期如无物；毛 利率超过60%直逼软件巨头，让制造业同行侧目，三星见了咬碎了牙，特斯拉听了羡慕嫉妒恨。 令投资机构振奋的还是资本开支。台积电给出了2026年资本开支520亿到560亿美元的指引，相比 2025年全年的409亿美元大幅上涨，给产业送了颗定心丸。 作为芯片代工厂，台积电的资本开支主要用来建设产线、购买设备。产能建设一般需要2-3年才能投 产，因此台积电的资本开支水位，基本代表了英伟达、AMD等芯片设计公司的未来订单增长。 加上台积电虽然身处高科技行业，但在经营上是个比较保守的公司，在2025年资本开支大涨35%的 情况下，台积电又给出了"未来三年资本开支显著增加"的信号，自然让华尔街心花怒放。 财报会结束，不仅台积电自家股价刷新历史新高，连带着泛林、应用材料等各大关联单 ...

【导读】特朗普表示不会武力夺取格陵兰岛；黄仁勋称AI是"人类历史最大规模基建"的基 石，刺激美股及中国资产大涨 中国基金报记者 郭玟君 美国三大股指全线收涨，道指涨1.21%，报49077.23点；标普500指数涨1.16%，报 6875.62点；纳指涨1.18%，报23224.82点。 | 49077.23 | | 昨收 | 48488.59 | 成交额 | 0.00 | | --- | --- | --- | --- | --- | --- | | +588.64 | +1.21% | 今开 | 48546.03 | 成交量 | 0 | | 上涨 | 24 | 20 12 | 0 | 下跌 | 6 | | 最高价 | 49295.03 | 市留学 | 30.39 | 近20日 | 1.96% | | 最低价 | 48546.03 | 而浮率 | 8.75 | 今年来 | 2.11% | | स्त्रेस्य | モ日 | 目K | | 周Ｋ 月Ｋ 更多 | | | 叠加 | | | | | 均价: | | 49295.03 | | | | | 1.66% | | 47682.15 | | | | | - ...

以下文章来源于雪贝财经 ，作者栖迟 在后来延续至 2024年的AI狂飙中，这七家公司完成了史诗级的市值膨胀： 合计贡献了标普 500指数 超过一半的涨幅 ；高峰时期，七家公司总市 值一度接近 美国 GDP的三分之一 。 雪贝财经 . 提供专业、有洞察力的内容。 导语：谁能把钱赚回来？ 1960 年，美国院线上映过一 部经典 的 西部片《豪勇七蛟龙》。 它 讲述 的是一个 七名 火 枪手受雇保护一个墨西哥小镇的弱小村民免受 强盗 侵害的故事 。 2023 年，受此启发，被吹捧为" 华尔街最准分析师"的美银首席投资策略师迈克尔 ·哈特内特 在一份内部报告中首次 使用了一个名为 "美股七 雄"的 术语，将 美股 七家科技巨头比作《豪勇七蛟龙》中的七位 火 枪手 ，赞誉 他们如 英雄 般 " 拯救 " 了 整个美股市场。 这七家企业 在 2023 年 AI 热潮中确实展现出 了 " 垄断性力量 " 和对指数的超强拉动作用。当时，七雄贡献了 S&P 500 全年涨幅的绝大部分 ， 部分时期 甚至 接近 70-80% ，而其余 493 家公司则贡献有限 。 这种极端集中现象 被冠以一个如此极具 冲击力的标签 ， 也 果断 ...

华见早安之声 市场概述 标普500涨1.2%，收复前一日失地，创去年11月以来最大日涨幅。小盘股再成领头羊，罗素2000涨2%创新高，连续13个交易日跑赢标普500。科技七巨头中 微软独跌2.3%，甲骨文跌超3%，奈飞财报后跌超2%。Moderna飙升16%。卡夫亨氏跌5.7%，伯克希尔拟"清仓式"减持。 日债趋于稳定。10年期美债收益率下行4.7个基点。美元反弹0.2%。 特朗普"TACO"，称与北约达成格陵兰协议框架。 贝森特达沃斯施压：欧洲增兵格陵兰是"异想天开"，丹麦对美债的投资"无关紧要"。达沃斯闭门晚宴上，美商务部长痛批欧洲"缺乏竞争力"，拉 加德愤而离席。 加拿大总理卡尼重磅演讲：基于规则的秩序已死，中等强国应团结行动，抵制某些大国胁迫。 马克龙呼吁：欧洲喜欢尊重而非霸凌、关键领域应引入中国投资。 欧洲议会宣布无限期冻结欧美贸易协定审议工作。 特朗普要败诉？美最高法对罢免美联储理事库克态度谨慎，大法官警告"粉碎"央行独立性。 特朗普态度软化后，比特币自盘中创下的去年12月低点拉涨，幅度3.5%，以太坊自日低涨超5%，突破3000美元。 现货黄金一度逼近4900美元，但随避险需求减弱，涨幅收窄。特 ...

Jensen Huang wants you to know the AI industry isn't a bubble—despite looking like a bubble. At the World Economic Forum in Davos this week, the Nvidia CEO told BlackRock's Larry Fink that the infrastructure powering artificial intelligence needs "trillions of dollars" more investment over the coming years. The alternative? Ultimate failure. Huang framed AI as a "five-layer cake" that starts with energy at the bottom, then chips, cloud infrastructure, AI models, and finally applications at the top. Each ...

September 15: Despite being given a loose green light to start selling chips again in China, the process was not going to be smooth sailing for Nvidia. China’s State Administration for Market Regulation ruled that Nvidia violated the country’s antitrust regulations regarding the company’s 2020 acquisition of Mellanox Technologies.September 17: China’s campaign against Nvidia continued when the country told its domestic companies not to buy Nvidia’s chips . The Cyberspace Administration of China banned local ...

Group 1 - Apple is accelerating its AI strategy by developing an AI wearable device called "Pin" and plans to significantly revamp Siri into its first AI chatbot, codenamed "Campos" [2] - Intel has secured a substantial contract with the U.S. military for chip supply under the SHIELD project, with a maximum limit of $151 billion, boosting expectations for its defense electronics business [2] - TSMC is facing production bottlenecks in its advanced 3nm process due to surging AI demand, with all capacity booked until 2027, highlighting strong demand in the global semiconductor supply chain [2] - Nvidia's CEO Jensen Huang plans to visit China to revive the AI chip market, emphasizing that AI represents a "platform shift" requiring trillions in infrastructure investment, with global AI venture capital expected to exceed $100 billion by 2025 [2] Group 2 - Alibaba's Qianwen series model downloads have surpassed 1 billion, making it the most popular open-source AI model globally, reinforcing the company's technological leadership in AI [4] - Vanke's bond extension proposal for "21 Vanke 02" has been approved, marking the company's first successful bond extension, with a scale of 1.1 billion yuan [4] - Xinda Real Estate expects a net loss of 7.6 billion to 8.2 billion yuan in 2025 due to industry adjustments and project sales underperformance, focusing on core areas for business transformation [4] - Cangge Mining has voluntarily reduced its potassium chloride production capacity from 2 million tons per year to 1.2 million tons based on resource conditions, without affecting existing production and sales plans [4] Group 3 - AI startup Anthropic PBC is raising at least $1 billion from investors, with annual revenue run rate doubling since last summer and projected to exceed $9 billion by the end of 2025 [6] - Meta's Super Intelligence Lab delivered its first batch of key AI models in January, with plans to focus on consumer products over the next two years [6] - Microsoft has resolved access issues with its 365 services and has introduced a basic subscription version of Microsoft 365 in China for an annual fee of 150 yuan [6] - Tesla clarified that there are no plans for layoffs or production cuts at its Berlin factory, while its Robotaxi fleet has reached 200 vehicles [6] Group 4 - Samsung Electronics is diversifying its HBM supply chain and has reported Q4 sales of 1.29 trillion won, a 2.3% year-on-year increase, with operating profit rising 62% [10] - Toyota anticipates a cost burden increase of 5 trillion yen over 4.5 years and plans to raise prices for some suppliers while sharing chip data among Japanese automakers [10] - SK Hynix is projected to achieve record revenue and profit by Q4 2025, with plans to distribute a record year-end bonus of 640,000 yuan per employee [10] - LG Electronics is testing sodium-ion battery production at its Nanjing factory and has launched AI air conditioning products overseas [10] Group 5 - Volkswagen Group expects a net cash flow of 6 billion euros in the automotive sector for FY2025, a 20% year-on-year increase, driven by lower operating capital and capital expenditures [13] - Rio Tinto anticipates an 11% increase in copper production to 883,000 tons by 2025, with a strong rebound in Q4 iron ore production [13] - Mercedes-Benz will unveil the 2026 S-Class on January 29, featuring heated seat belts to enhance low-temperature range and safety [13] - ASML's target price has been raised by JPMorgan from 587 euros to 800 euros, reflecting optimistic market expectations for semiconductor equipment demand [13]

Natural-gas prices (NGG26) soared more than +24% on Wednesday to a 6-week high, adding to Tuesday’s +26% surge, which boosted nat-gas producing stocks. An Arctic cold front is set to bring cold temperatures to much of the eastern US, boosting heating demand and potentially leading to freeze-offs in wells and disrupting US nat-gas production.Gold prices (GCG26) rallied another 1% on Wednesday, hitting a new record high, amid the Greenland crisis, which is prompting safe-haven buying of gold. Also, concerns t ...