港股科技股跌幅进一步扩大，恒生科技指数跌2.3%，成分股中，腾讯音乐跌超5%，阿里巴巴、比亚迪 股份跌超4%，蔚来、哔哩哔哩、小鹏汽车、快手、零跑汽车跌超3%，腾讯、美团、网易、中芯国际跌 超2%。 本文源自：金融界AI电报 ...

格隆汇1月7日｜港股科技股跌幅进一步扩大，恒生科技指数跌2.3%，成分股中，腾讯音乐跌超5%，阿 里巴巴、比亚迪股份跌超4%，蔚来、哔哩哔哩、小鹏汽车、快手、零跑汽车跌超3%，腾讯、美团、网 易、中芯国际跌超2%。 ...

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]

智通財經APP訊，中國衛通(601698.SH)發佈風險提示性公告稱，2026年1月6日，公司股票以漲停價收 盤。公司股票自2025年12月3日以來收盤價格累計上漲幅度爲108.64%，同期申萬軍工行業漲幅 23.92%，上證A指漲幅5.31%，公司股票短期漲幅高於同期行業及上證指數漲幅，存在市場情緒過熱及 非理性炒作的情形，公司股票擊鼓傳花效應十分明顯，交易風險極大，存在短期大幅下跌的風險。目前 股價已處於歷史最高點，公司股價已嚴重脫離基本面，存在股價短期大幅下跌的風險，投資者交易存在 較大風險，敬請廣大投資者注意二級市場交易風險，理性決策，審慎投資。 ...

| く 気 | 知名美股 ○ | | Q | | --- | --- | --- | --- | | 名称 | 最新 | 涨幅 总量 | | | 英伟达 NVDA | 188.120 | -0.39% 1.82亿股 | | | 特斯拉 TSLA | 451.670 | 3.10% 6754万股 | | | 苹果 AAPL | 267.260 | -1.38% 4558万股 | | | 17X 千人 | 472.850 -0.02% 2502万股 | | | --- | --- | --- | | MSFT | | | | 亚马逊 | 233.060 | 2.90% 4884万股 | | AMZN | | | | 博通 AVGO | 343.420 | -1.21% 3108万股 | | 谷歌-A GOOGL | 316.540 | 0.44% 3016万股 | | Meta Platforms In... 658.790 | | 1.29% 1212万股 | | META | | | | 超威半导体 | 221.080 | -1.07% 3141万股 | | AMD | | | | 谷歌-C | 317.32 ...

Core Viewpoint - Chinese assets experienced a strong start in 2026, with significant gains in various indices and stocks, indicating a continuation of the structural bull market from 2025 and a clear investment theme for the year ahead [1][2]. Group 1: Performance of Chinese Assets - The Nasdaq Golden Dragon China Index surged nearly 4%, while leveraged ETFs for Chinese stocks saw increases of over 10% and 8% respectively [2]. - Major Chinese stocks performed well, with Baidu Group rising over 12%, and other notable gains from companies like WanGuo Data and JinkoSolar, which increased by over 8% and 7% respectively [2]. - The Hong Kong market also showed strong performance, with the Hang Seng Index up 2.76% and the Hang Seng Technology Index up 4% [2]. Group 2: Currency Movements - The offshore RMB/USD exchange rate broke above 6.97, reaching a high of 6.9662, marking the strongest level since May 2023 [3]. - Factors contributing to the RMB appreciation include a strong Chinese stock market, increased demand for currency conversion from export companies, and a weakening US dollar [4]. Group 3: Global Market Trends - Global markets continued their strong performance from 2025, with Asian markets achieving their best opening since 2012, led by gains in AI and semiconductor stocks [5]. - Major US tech stocks also saw gains, with the Philadelphia Semiconductor Index rising over 4% and ASML ADR increasing by over 8% [6]. - Investor sentiment remains optimistic, with significant net inflows into global equity funds, totaling $26.54 billion in the last week of 2025 [6].

Group 1 - Baidu's stock increased by over 12% [1] - NetEase's stock rose by more than 6% [1] - NIO's stock gained over 5% [1] Group 2 - New Oriental, GDS Holdings, Kingsoft Cloud, and Alibaba all saw stock increases of over 4% [1] - Bilibili's stock rose by more than 3% [1] - Li Auto, Pony.ai, Futu Holdings, TSMC, JD.com, JinkoSolar, Beike, Pinduoduo, Tencent Music, iQIYI, and Bawang Tea all experienced stock increases of over 2% [1]

Market Performance - The US stock market continued its post-Christmas pullback, with all three major indices closing lower, marking a subdued end to 2025. The S&P 500 index fell by 0.74% to 6845.5 points, the Nasdaq Composite dropped by 0.76% to 23241.99 points, and the Dow Jones Industrial Average decreased by 0.63% to 48063.29 points [1]. - For the year, the S&P 500 recorded an annual increase of 16.39%, while the Nasdaq managed a 20.36% rise, achieving over 20% growth for three consecutive years. The Dow Jones also rose by 12.97%, marking a similar performance for the third year in a row [3]. Individual Stock Performance - Among the top performers in the S&P 500, four storage giants—SanDisk, Western Digital, Micron Technology, and Seagate Technology—led the annual gains. Semiconductor stocks like Lam Research, AI application leader Palantir, and Comfort Systems, which provides HVAC solutions for data centers, also featured prominently [3]. - In the tech sector, only Google and Nvidia among the "Big Seven" tech companies outperformed the benchmark index in 2025 [8]. Commodity and Sector Movements - US silver futures experienced a significant drop of 9% due to a second margin increase by the CME Group within a week, negatively impacting the mining sector. Companies like Endeavour Silver and Silvercorp Metals saw declines of over 4% and 2.8%, respectively [11]. Chinese Stocks - The Nasdaq Golden Dragon China Index closed down 1.13% but recorded an annual increase of 11.33%. Notable Chinese stocks included Alibaba, which rose over 75%, and Netease, which increased by 58.28% [12]. Corporate News - Warren Buffett officially retired as CEO of Berkshire Hathaway on December 31, 2025, after a long tenure, although he will remain as chairman of the board [13]. - Tesla achieved a milestone with a driver completing a coast-to-coast journey using full self-driving technology, marking a significant advancement in autonomous vehicle capabilities [15]. - Nvidia and AMD are expected to enter a "year-long price increase cycle" for GPUs, driven by rising memory costs, with flagship models potentially reaching prices as high as $5000 [16]. - Trump Media & Technology Group announced plans to issue a new cryptocurrency to shareholders, despite a significant annual decline in stock value [17]. - Brookfield Asset Management is launching a cloud computing business to challenge tech giants like Amazon, aiming to reduce AI development costs [18]. - Uber is in talks to acquire the parking app SpotHero, which could create synergies between ride-hailing and parking services [19].

专题：2025全球文化IP产业发展大会 2025全球文化IP产业发展大会期间，"垂直领域IP孵化与衍生品开发"圆桌举行。新浪财经副总编辑岳才 勇主持，腾讯音乐娱乐集团副总裁杨奇虎、阅文集团公共事务总监冯帅、国家音乐产业基地及无限星空 音乐集团CEO唐月明、哔哩哔哩公共事务总监张琳婧等嘉宾，围绕音乐、文学、动画等垂直领域的IP培 育逻辑、衍生品能力判断、内容与商业平衡，以及AIGC趋势展开分享。 会议指出，平台型企业在IP孵化上的差异化优势，来自数据洞察、社区互动与内容生态的长期投入；判 断IP是否具备衍生能力，需要关注从内容热度到粉丝需求的早期信号与"数据畸变"；在尊重原作内核与 满足市场需求之间，核心是找到价值结合点并建立长期合作信任；AIGC将深刻影响上游创作与产业入 口，行业需要以开放心态拥抱新技术。 以下为会议实录（经整理）： 岳才勇表示，本场讨论既"有艺术的味道，也有财富的味道"，希望通过三轮问题，呈现垂直领域IP从孵 化到衍生的可落地方法。 在"平台如何打造IP"方面，杨奇虎从音乐行业变迁切入指出，传统唱片时代的IP打造依赖唱片公司签约 与定制化宣发，而流媒体时代的平台优势在于数据与用户行为洞察： ...

论坛首先聚焦于多元化娱乐生态的系统性构建。近年来，音乐演出行业经历了深度调整与复苏，从单一 环节的突破转向产业链上下游的协同联动已成为普遍共识。腾讯音乐娱乐集团市场公关总监林娜从平台 视角阐释了其核心战略，即通过内容与平台"一体两翼"战略，深度参与生态共建。其他参会嘉宾也分享 了各自的实践，如大麦演出向内容上游的延伸、摩登天空的国际化双向布局，以及SM中国的体系化制 作人中心制，共同勾勒出一个由平台、内容方、经纪公司等多方力量交织共建的立体生态图景。 12月17日，由新浪娱乐主办的新浪潮论坛"多元化娱乐生态的共建和新人打造"专场在北京举行。本次论 坛汇聚了包括腾讯音乐娱乐集团(Tencent Music Entertainment Group，简称"TME")、大麦演出、摩登天 空、SM中国以及音乐财经在内的多位行业机构代表，共同探讨在内容竞争日趋激烈的当下，如何构建 健康可持续的行业生态，并系统性地破解新人发掘与成长的核心命题。作为中国数字音乐产业的领军平 台，腾讯音乐娱乐集团市场公关总监林娜分享了内容与平台"一体两翼"战略下的实践与思考，强调了数 据洞察与平台联动在生态共建与新人崛起中的关键作用。 展望未 ...