特斯拉正迈入一个有趣的「过渡期」里。 一方面，它们的汽车业务连续两年下跌：刚刚过去的 2025 年，特斯拉整体交付量减少 15.3 万辆，汽车营收同比缩水 10%。全球纯电汽车的销冠位置正式 被比亚迪取代，未来可能还会进一步拉大差距。 但另一方面，马斯克本人似乎对这种下跌并不担忧。在谈到 2026 年规划时，他不仅忽略了几乎所有和卖车有关的话题，反而宣布了一笔高达 200 亿美元 的资本支出规划。这笔支出，将用在包括人形机器人 Optimus、无人车 Cybercab 等在内的六条全新生产线，以及和模型训练有关的算力建设上。 特斯拉目前的产能规划 | 图源：业绩报告 彭博社估算，在汽车业务增长停滞的情况下，预计 2026 年特斯拉的账上将减少 60 亿美元。 多年以来，外界对马斯克宣传的「特斯拉是一家 AI 公司」褒贬不一。争议很大程度在于他关于自动驾驶、机器人的各种承诺不断跳票，市场始终没有看 到相对完整清晰的商业模式。这一次，在这 200 亿美元的资本计划里，马斯克显然透露了更多关于如何实现梦想的「路径」和「线索」。 当全球车企的主流叙事已经收敛到关于决赛圈争夺的时候，擅长反共识的特斯拉，已经悄然进入了一 ...

智通财经1月30日讯，今日市场探底回升，三大指数涨跌不一，沪指早盘一度跌破4100点，最终跌幅接近1%，创业板指探底回升涨超1%。沪深两市成交额 2.84万亿，较上个交易日缩量3945亿。盘面上热点快速轮动，全市场个股涨跌互现。其中算力硬件概念逆势爆发，天孚通信涨超10%、长飞光纤涨停，均创 历史新高。农业概念反复活跃，农发种业3天2板。下跌方面，有色金属板块集体大跌，贵金属方向领跌，晓程科技、赤峰黄金等多股跌停。截至收盘，沪指 跌0.96%，深成指跌0.66%，创业板指涨1.27%。 板块方面 个股方面 个股层面来看，今日市场亏钱效应明显提升，全市场超50股跌停，其中资源类周期股跌幅居前。其中包含了多数昨日连板高标，如白银有色、豫光金铅、招 金黄金等，3板以上的个股仅湖南黄金一只个股成功晋级。另一方面，紫金矿业、洛阳钼业、北方稀土、中国铝业等权重标的同样大幅回调。贵金属短期在 经历快速上涨后，累积了较大的获利盘，所以今日集中兑现也在情理之中。不过贵金属中期向上的趋势并不会轻易扭转，故在短线风险的充分释放后，仍可 留意产业逻辑较正，且筹码结构保持相对完好的核心个股的低吸机会。 算力硬件股再度走强，致尚科技、长 ...

Market Overview - The Shanghai Composite Index experienced a decline of 0.96%, closing at 4117.95 points, while the Shenzhen Component fell by 0.66%. In contrast, the ChiNext Index rose by 1.27% [1] - The total trading volume across the Shanghai, Shenzhen, and North markets reached approximately 2.86 trillion yuan [1] Sector Performance - Sectors such as metals, oil, liquor, brokerage, and real estate saw declines, while agriculture, paper, coal, and semiconductor sectors showed gains. Notably, seed industry stocks, CPO concepts, and storage chip concepts were particularly active [1] Investment Insights - According to Hengsheng Qianhai Fund, previously strong sectors require time to digest profit-taking and are entering a phase of consolidation. However, with international commodity prices continuing to rise, cyclical stocks are expected to attract ongoing capital [1] - The medium to long-term outlook for the A-share market remains positive, with the index projected to have upward potential until 2026. The current appreciation of the RMB and the return of cross-border capital are helping to restore cash flow statements in China's real sector [1] - The ongoing technological revolution driven by AI and the domestic manufacturing sector's transition to high-end production are key trends to watch, with recommendations to focus on opportunities in technology, consumer goods, high-end manufacturing, and pharmaceuticals [1]

1月30日，A股市场全天探底回升，截至收盘，沪指跌0.96%，深证成指跌0.66%，创业板指涨1.27%。科创综指涨0.08%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | r | 4117.95c | -40.04 | -0.96% | | 399001 | 深证成指 | 11 | 14205.89c | -94.18 | -0.66% | | 399006 | 创业板指 | Man/ | 3346.36c | 41.84 | 1.27% | | 000680 | 科创综指 | and 1 the | 1832.56c | 1.45 | 0.08% | 盘面上，黄金、基本金属概念股现跌停潮，白酒、地产、券商、油气板块跌幅靠前，商业航天、金融科技、光伏、AI应用题材调整。CPO、 宇树机器人概念股活跃，农业股走强。 具体来看，农业股盘中拉升，敦煌种业、登海种业等多股涨停。 | 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 3 ...

瑞财经 严明会 1月28日披露，合肥酷芯微电子股份有限公司(简称：酷芯微)向港交所主板递交上市申请 书，华泰国际为其独家保荐人。 酷芯微成立于2011年，是一家无晶圆厂的视觉处理AI SoC供应商，专注于AI SoC产品与集成解决方案 的研发、设计及销售。 2024年，中国无人机视觉处理AI SoC产品及解决方案市场规模达人民币35亿元。酷芯微以8.0%的市场 份额在该市场中排名第三。 截至最后实际可行日期，姚海平（持有6.90%）、沈泊（持有7.63%）、钟琪（持有6.33%）、上海灵 眸、上海慧眸及上海基璇为一致行动人，合共持有公司已发行股本总额约32.8%。兆易创新参与投资， 持股10.36%。 公司执行董事共3人，即三名创始人：姚海平、沈泊、钟琪，三人都是复旦大学硕士。 | | | 加入本集團 委任為董事 | | | Sep 2 18 We don't 或高级管理) | | --- | --- | --- | --- | --- | --- | | 姓名 | 年齡 | 的日期 的日期 | 慶位 | 職費 | 的關係 | | 執行董事 | | | | | | | 姚海平先生 53歲 | | 2011年7 ...

1月30日，A股三大股指早盘高开探底，随后震荡回升，午后窄幅震荡，截止收盘，沪指跌0.96%报 4117.95点，深成指跌0.66%报14205.89点，创业板指涨1.27%报3346.36点，科创50指数涨0.12%报1509.4 点；本月沪指累涨3.76%，中旬创十年新高后小幅回落最终站稳4100点关口上方；深成指本月累涨 5.03%，创业板指本月累涨4.47%，科创50指数表现较强，月涨超12%；沪深两市成交额连续20个交易日 突破2.5万亿，近2900股下跌。 煤炭板块震荡走高，盘江股份涨停，云煤能源、新大洲A、大有能源、恒源煤电等跟涨。 盘面上，CPO概念走高，亨通光电、长飞光纤等多股涨停；转基因、粮食概念走强，敦煌种业、农发种 业等多股涨停；造纸印刷板块拉升，松炀资源涨停；光通信模块、水产养殖及通信设备等板块涨幅居 前；贵金属、有色金属板块重挫，中金黄金、山东黄金、白银有色及赤峰黄金等近二十股跌停；锂矿概 念走低，西部矿业跌停；昨日表现强势的白酒、啤酒股普跌，古越龙山领跌；汽车拆解、油气设服及培 育钻石等板块跌幅居前。 本月有色金属与科技两大主线交替领涨。有色金属板块成为最大亮点，受现货黄金、白银 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index down by 0.96% closing at 4117 points, while the Shenzhen Component Index fell by 0.66%. In contrast, the ChiNext Index increased by 1.27% [1] - The total market turnover was 2.86 trillion yuan, a decrease of 397 billion yuan compared to the previous trading day, with nearly 2900 stocks declining [1] Sector Performance - The CPO concept stocks rose significantly, with companies like Hengtong Optic-Electric and Yangtze Optical Fibre achieving daily price limits [1] - The genetically modified and grain sectors also performed well, with Dunhuang Seed Industry and Nongfa Seed Industry hitting daily price limits [1] - The paper and printing sector saw gains, with Songyang Resources reaching its daily price limit [1] - The communication module, aquaculture, and communication equipment sectors had notable increases [1] Declining Sectors - Precious metals and non-ferrous metals sectors experienced sharp declines, with nearly twenty stocks including Zhongjin Gold and Shandong Gold hitting daily price limits [1] - Lithium mining stocks fell, with Xibu Mining reaching its daily price limit [1] - The previously strong-performing liquor and beer stocks saw widespread declines, with Guyue Longshan leading the drop [1] - The automotive dismantling, oil and gas service, and cultivated diamond sectors had significant losses [1] Top Gainers and Fund Flows - The top gainers included the communication equipment sector with a rise of 2.92%, followed by the restaurant and tourism sector at 1.48% [2] - Net capital inflows were observed in the agriculture sector, which increased by 2.16% [2] - The five-day performance showed the paper sector with a rise of 1.599% [2]

1月28日，记者从湖北荆门召开的新闻发布会上获悉：即日起，荆门市启动"荆门.创享家"计划，力争三 年内扶持大学生创业项目不少于450个，成功孵化科技型企业不少于100家，新增省级以上创新平台不少 于40个。 除安居保障外，荆门构建"六个一"全链条创业支持体系：推出"荆青贷"信贷产品，为创业团队提供5-50 万元启动贷款，期限长达3年，支持随借随还、政府代偿，线上即可办理；安排免费创业场所，政府投 资孵化平台可"零场租"入驻两年，荆楚理工学院等科研实验室以成本价开放；每月发布不少于30条企业 需求清单，为创业团队提供对接机会，首批已征集84条需求；已组建152人导师团，涵盖企业高管、行 业专家、高校教授等，提供全周期跟踪辅导；每周更新就业岗位，每月举办专场招聘，提供"一对一"直 推与免费技能培训；每月开展联谊、文化体验、景区畅游等活动，打造青年友好型社区。 据了解，2023年以来，荆门市已累计引留大学生10.5万人，硕博人才增长2.8倍。 据介绍，凡大学生到荆门创业，一律免房租、免物业、免水电住3个月。同时立足荆门主导产业和紧缺 人才需求，对"双一流"高校大学生，创业可以免费住6个月；求职就业可以免费住1个月。 ...

Group 1 - The core viewpoint of the article highlights a mixed performance in the stock market, with the ChiNext Index rising over 1% while the Shanghai Composite Index fell by 1.14% and the Shenzhen Component Index decreased by 0.85% [1] Group 2 - The agricultural planting and computing power industry chain sectors showed the highest index gains [1] - In contrast, the non-ferrous metals and oil and gas sectors experienced the largest index declines [1]

Core Insights - The article highlights a significant increase in computing hardware stocks, particularly in the ChiNext 50 ETF, driven by strong performance from companies like Tianfu Communication and New Yisheng, amidst a tight AI computing supply situation reported by Microsoft and Meta [1] Group 1: Company Performance - The ChiNext 50 ETF rose by 2.58%, with Tianfu Communication increasing over 14%, New Yisheng up over 6%, and Zhongji Xuchuang rising over 5% [1] - Microsoft reported a capital expenditure of $37.5 billion for Q4, while Meta's capital expenditure was $22.137 billion, both exceeding market expectations [1] Group 2: Industry Trends - Microsoft and Meta indicated that the AI computing supply tightness will persist throughout 2026 [1] - Meta raised its full-year capital expenditure forecast for 2026 to $125 billion, representing a 73% year-on-year increase [1] - Guosen Securities forecasts that 2026 will be a pivotal year for domestic hard technology, with ongoing iterations in AI model reasoning capabilities and a supply-demand imbalance in computing and storage hardware [1] Group 3: Market Outlook - The ChiNext 50 Index focuses on sectors such as information technology, new energy, fintech, and pharmaceuticals, with constituent stocks primarily consisting of leading technology companies [1] - These sectors align with national policy directions and global technological development trends, showcasing high growth potential and innovation, which are core competitive advantages of the ChiNext 50 Index [1]