（来源：财闻） | | | | Top Assets by Market Cap | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | All assets, including public companies , precious metals , cryptocurrencies | | | ETFs | | | | Rank 4 | Name | | | Market Cap 0 | � Price | Today | Price (30 days) | Country | | 1 | | Gold GOLD | | $32.265 T | $4,640 | 0.90% | | | | 2 | | Silver SILVER | | $5.070 T | $90.08 | 4.33% | | | | 3 | 0 | NVIDIA NVDA | | $4.523 T | $185.81 | 0.47% | | USA | | 4 | | Alphabet (Google) GOOG | | $4.061 T ...

（图片来源：摄图网） AI+医药重磅利好消息来了! 1月12日，英伟达与制药巨头礼来正式宣布，将在未来五年内共同投资10亿美元，在旧金山湾区建设联 合实验室，加速AI在药物研发领域的应用，这是首个由制药公司与AI芯片巨头共建的实体实验室，标 志着AI制药从软件协作走向深度硬件-数据融合。 随着英伟达加速渗透生物技术市场，该公司采取的战略是提供开源人工智能模型和软件，让制药商能够 基于英伟达的硬件，利用这些模型和软件构建专属的药物开发平台。不仅如此，在宣布合作当天，英伟 达还发布了一个可用于确保使用人工智能工具设计的药物在真实世界实验室中合成的更新模型，致力于 打造全球首个药物研发的AI工厂。 礼来对AI制药的投入可谓不遗余力。早在2025年10月，礼来就宣布采用英伟达AI系统搭建AI工厂，并 着手部署搭载逾1000颗英伟达旗舰Grace Blackwell芯片的超级计算机。礼来董事长满怀信心地表 示："将我们海量的数据和科学知识与英伟达的计算能力和模型构建专长相结合，有望彻底革新我们所 知的药物研发模式。"据统计，仅2025年，礼来就进行了十次对外的AI制药领域合作，合作对象除了英 伟达、OpenAI，还涵盖 ...

Jim Cramer highlighted the underappreciated synergy between Nvidia Corp. (NASDAQ:NVDA) and Eli Lilly And Co. (NYSE:LLY), calling their deep collaboration a “monumental effort” to revolutionize drug development that Wall Street is foolishly dismissing as a “gigantic sideshow.”$1 Billion Validation Of AI In HealthcareWhile the broader market remains fixated on daily earnings fluctuations and inflation data, Cramer urged investors to focus on the structural shift happening in San Francisco.Nvidia and Eli Lilly ...

东海证券指出，2025年12月份全球半导体需求持续改善，PC、智能手机保持小幅增长，TWS耳机、可 穿戴腕式设备、智能家居快速增长，AI服务器与新能源车保持高速增长，需求在2026年1月或将继续复 苏。博通、美光四季度业绩均在AI推动下高速增长，AI仍是未来很长一段时间内的主线叙事；中美关 税政策有一定程度的缓和，英伟达H200出口中国获批，但在部分技术密集型领域（高端AI芯片、半导 体设备关键零部件等）美国政策仍或保持高压，短期部分依赖美国进口的产业成本高升，长期半导体国 产化有望继续加速，建议逢低关注细分板块龙头标的。 半导体板块14日盘中强势上扬，截至发稿，灿芯股份涨超14%，晶丰明源涨逾12%，龙芯中科涨近 10%，恒玄科技、海光信息等涨超6%。 消息面上，当地时间1月13日，美国政府批准英伟达向中国出口其人工智能芯片H200。此前，美国总统 特朗普通过社交媒体表示，美国政府将允许英伟达向中国出售H200人工智能芯片。据悉，上述对华销 售将由美国商务部负责审批和安全审查，美方还将从相关交易中收取约25%的费用。 ...

Group 1 - Google and Apple have officially reached a long-term collaboration agreement, with Apple's Siri set to be upgraded based on Google's Gemini model [1] - Apple recognizes Google's AI technology as a strong foundation for its core models and is excited about the innovative experiences this will bring to users [1] - The upgraded Siri is expected to be launched this year, while Apple will continue to run its AI services on consumer devices or through "private cloud computing" to maintain privacy standards [1] Group 2 - The current trend in AI is strong, with a high likelihood of sustained demand in the overseas computing power chain, making communication ETFs (515880) worth attention [1] - Cloud vendors are maintaining high capital expenditures and creating a sustainable ecosystem through the empowerment of traditional businesses, with growth rates expected to remain close to 50% in the short to medium term [1] - Following Google's breakthrough in achieving a full-stack ecosystem by Q4 2025, AI iterations are expected to accelerate, with major companies like NVIDIA, Google, and Amazon likely to see increased chip shipments this year [1] - The trend indicates that optical modules are likely to remain in short supply until 2026, with narratives around optical cabinet integration and CPO starting to emerge post-2027 [1]

小摩最新研究报告指出，英伟达将通过"全栈式"布局，将医疗这一价值4.9万亿美元的庞大市场，转化 为下一个高利润率的增长引擎。该行认为，医疗行业的商业AI部署速度是美国整体经济的3倍，这标志 着企业级AI在该领域的采用曲线正发生结构性加速。随着推理成本在过去四年下降了超过100倍，大规 模采用的ROI拐点已经到来。 中信证券认为，医疗AI将加速十万亿级医药市场重构，2026年AI医疗的逻辑发生了根本性的变化，核 心在于今年AI医疗的支付方更加明确，而且支付力更强。因此，2026年有望迎来AI医疗商业化确定性 更强的一年，并打开AI医疗商业化的空间。 AI医疗概念股再度走强，截至发稿，阿里健康(00241)涨18.81%，报7.77港元；微创机器人-B(02252)涨 7.7%，涨28.24港元；医渡科技(02158)涨6.06%，报6.83港元；平安好医生(01833)涨5.9%，报18.6港元； 京东健康(06618)涨4.08%，报70.15港元。 消息面上，近日，英伟达与制药公司礼来宣布，将联合投资10亿美元在旧金山成立一个AI药物研发实 验室，以加速药物研发进程。公开资料显示，在医疗健康领域，英伟达此前 ...

Core Insights - Chinese customs authorities have informed customs agents that Nvidia's H200 artificial intelligence chips are prohibited from entering China [1] Group 1 - The restriction on Nvidia's H200 chips indicates a significant regulatory barrier for the company in the Chinese market [1] - This decision may impact Nvidia's sales and market share in the rapidly growing AI sector in China [1] - The prohibition reflects ongoing geopolitical tensions and trade restrictions between the U.S. and China, particularly in technology sectors [1]

消息面上，近日，英伟达与制药公司礼来宣布，将联合投资10亿美元在旧金山成立一个AI药物研发实 验室，以加速药物研发进程。公开资料显示，在医疗健康领域，英伟达此前还投资了生物技术公司 Recursion，并与诺和诺德、妙佑医疗国际、因美纳以及艾昆纬等行业领军企业建立合作。 智通财经APP获悉，AI医疗概念股再度走强，截至发稿，阿里健康(00241)涨18.81%，报7.77港元；微创 机器人-B(02252)涨7.7%，涨28.24港元；医渡科技(02158)涨6.06%，报6.83港元；平安好医生(01833)涨 5.9%，报18.6港元；京东健康(06618)涨4.08%，报70.15港元。 小摩最新研究报告指出，英伟达将通过"全栈式"布局，将医疗这一价值4.9万亿美元的庞大市场，转化 为下一个高利润率的增长引擎。该行认为，医疗行业的商业AI部署速度是美国整体经济的3倍，这标志 着企业级AI在该领域的采用曲线正发生结构性加速。随着推理成本在过去四年下降了超过100倍，大规 模采用的ROI拐点已经到来。 中信证券认为，医疗AI将加速十万亿级医药市场重构，2026年AI医疗的逻辑发生了根本性的变化，核 心在于今 ...

似乎设想主要面向在中国开展业务的西方企业，对总部设在中国大陆和澳门的中国企业的出口仍为"原 则上禁止"。 对象产品为英伟达的H200以及具有同等或更低性能的AI半导体，包括美国超微半导体（AMD）于2024 年发售的AI半导体"MI325X"。 出口仅限"过剩的部分" 对象为英伟达的H200以及具有同等或更低性能的AI半导体，还有AMD的MI325X。似乎设想主要面向 在中国开展业务的西方企业，对总部设在中国大陆和澳门的中国企业的出口仍为"原则上禁止"。还要求 出口企业主要将美国国内剩余的部分用于对华出口…… 围绕此前美国原则上禁止向中国出口的括英伟达的"H200"在内的部分人工智能（AI）半导体，美国商 务部1月13日提出方针称，将调整为对每一笔出口实行逐案审批的许可制度。此举是继美国总统特朗普 于2025年12月宣布允许H200对华出口之后作出的调整，将于15日修改规则。 英伟达CEO黄仁勋（REUTERS） 对中国企业出口维持"原则上禁止" 在13日公布的联邦政府公报方案中，提出了关于AI半导体出口管理的新规则方案。将以获得美国商务 部的许可为前提，允许部分AI半导体对华出口。 即便属于上一代产品，对英 ...

Group 1 - The three major indices experienced fluctuations and upward movement, with the pharmaceutical and biotechnology sector showing significant gains, particularly the medical device sector which rose by 1.14% [1] - Notable stocks included Tianzhihang-U, which surged over 15%, and Yingke Medical, which increased by more than 10%, along with several stocks reaching their daily limit [1] - The Medical Device ETF (159873) saw a substantial increase in trading volume, with over 26 million yuan in transactions and a turnover rate of 17%, marking it as the largest among its peers [1] Group 2 - The Medical Device ETF (159873) has recorded a net inflow of 26.5 million yuan over four consecutive days, leading its category with a net inflow rate exceeding 22% [1] - The ETF tracks the CSI All-Share Healthcare Equipment and Services Index, which has a significant focus on brain-computer interface concepts, accounting for over 19% of its composition [1] - The latest scale of the Medical Device ETF (159873) reached 152 million yuan, making it the largest in its category [1] Group 3 - The Tianhong Innovative Drug ETF (517380) is the only ETF in the market tracking the Hang Seng Hong Kong-Shenzhen Innovative Drug Selected 50 Index, covering the entire industry chain from preclinical research to commercialization [2] - Recent developments include a partnership between NVIDIA and Eli Lilly, where they plan to invest 1 billion USD over five years to establish a joint research lab in the San Francisco Bay Area, aimed at accelerating AI applications in the pharmaceutical industry [2] - The AI+Healthcare market is projected to exceed 100 billion USD, with significant advantages over traditional pharmaceutical research, creating a competitive edge through a closed-loop system of algorithms, data, and clinical scenarios [2]