中国—东盟技术转移中心相关负责人介绍，中国—东盟创新创业大赛是由中国科技部和东盟秘书处 共同主办，中国科技部国际合作司、东盟科技创新委员会、自治区科技厅（中国—东盟技术转移中心） 具体承办的国际性赛事，旨在深化中国与东盟国家间的科技创新交流合作，提升区域创新能力。大赛入 选联合国南南合作与三方合作助力可持续发展优秀实践案例。 以赛汇智，以赛赋能。中国—东盟创新创业大赛自2022年以来已成功举办三届，吸引了35个国家和 地区的752个团队及初创企业踊跃参与。依托中国—东盟技术转移中心平台资源，大赛推动一批优秀项 目实现从赛场到市场、从创意到产业的实质性转化，助力中国企业扬帆出海，东盟项目落地中国。比 如，马来西亚Entomal Biotech公司与广西企业达成资源循环合作，泰国"纳米涂层技术"项目借势开拓中 国粤港澳大湾区市场。（李新雄） 当人工智能邂逅跨国协作，当创新梦想链接中国与东盟广阔市场，这场科创赛事诚邀你参与。记者 1月14日获悉，第四届中国—东盟创新创业大赛启动报名，报名时间从1月13日至3月31日。聚焦人工智 能技术创新应用，面向中国与东盟国家广泛征集优秀项目，为双方创新创业者搭建高水平交流合作平 ...

16日早盘，创业板人工智能回调盘整，回踩五日线，AI应用概念股跌幅居前，中文在线跌超10%，汉 得信息、蓝色光标、昆仑万维等多股跌超8%。算力方面仍维持活跃，联特科技、致尚科技领涨超5%， 长芯博创、太辰光、光库科技、天孚通信等多股上涨超2%。 热门ETF方面，双线布局"算力+AI应用"的创业板人工智能ETF（159363）盘中下挫2%回踩五日线，资 金大举加仓，实时净申购超2亿份（估算金额超2亿元），资金前4日已累计增持12亿元。 | 1,122 | 分时 #日 1分 5分 15分 30分 · | | 159363[创业每人工智能ETF却』10:43 价 1.092 源跌 -0.016(-1.44%) 均价 1.100 -2.100 | | | F9 盘輪盘后 露加 九种 图线 工具 @ 2 > | 문 | | 1.092 -0.016 -1.44% | | | 创业板人工智能ETF学宝 买 159363 159363 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

2026年1月16日，创业板新能源ETF华夏（159368）上涨1.04%，持仓股震裕科技涨超7%，迈为股份涨 超6%，新宙邦涨超2%。 4万亿聚焦新型电力系统，储能作为新能源消纳与跨区输电的调节核心，将显著受益于"沙戈荒"风光基 地、特高压配套与配网升级项目，独立储能与共享储能订单加速释放。 创业板新能源ETF华夏（159368）是全市场跟踪创业板新能源指数的规模最大ETF基金。创业板新能源 指数主要涵盖新能源和新能源汽车产业，涉及电池、光伏等多个细分领域。创业板新能源ETF华夏 （159368）高弹性，涨幅可达20cm；费率最低，管理费和托管费合计仅为0.2%；规模最大，截至2026 年1月9日，规模达6.46亿元；成交额最大，近一月日均成交6949万元。其储能+固态电池占比近90%， 契合当下市场热点。 （文章来源：每日经济新闻） 1月15日，国家电网"十五五"投资计划出炉："十五五"期间，国家电网公司固定资产投资预计达到4万亿 元，较"十四五"投资增长40%；将重点聚焦于绿色转型、构建新型电力系统、强化科技赋能等方面。其 中国家电网将优化抽蓄站点布局，支持新型储能规模化发展，提高新能源运行支撑和并网消 ...

Group 1 - The AI+ concept is experiencing adjustments, while AI hardware concepts like optical modules are performing well, with the communication ETF rising by 0.76% [1] - TSMC's Q4 revenue reached $33.67 billion, a year-on-year increase of 25.5%, and a quarter-on-quarter increase of 5.7%, exceeding market expectations [1] - TSMC's gross margin was 62.3%, significantly above the guidance range of 59%-61%, and net profit surged by 35% year-on-year, reaching 505.74 billion NTD [1] Group 2 - Guosheng Securities suggests focusing on performance as year-end approaches, with companies required to release performance forecasts if net profit changes exceed 50% [2] - The communication ETF tracks the CSI 5G communication theme index, focusing on electronic and communication hardware, with top holdings including Zhongji Xuchuang and Liyuan Precision [2] - The AI-focused ETF has a low comprehensive fee rate of 0.20%, making it attractive for investors looking to gain exposure to AI hardware and software applications [2]

Market Overview - A-shares opened higher on January 16, with the three major indices initially rising but later experiencing fluctuations and declines, particularly the ChiNext index which turned negative after a 1% increase [1] - The Hang Seng Index also opened higher but subsequently turned negative, with declines in the Hang Seng Index and Hang Seng Tech Index [2][3] - The bond market saw a collective decline in government bond futures, with the 30-year main contract down by 0.35% [3][4] Sector Performance - In the A-share market, the Shanghai Composite Index fell by 0.16%, the Shenzhen Component Index by 0.05%, and the ChiNext Index by 0.01% [1] - The domestic commodity futures market showed mixed results, with polysilicon and platinum both rising by 3% [4] - Electric power stocks showed strength, with notable gains in companies like Huayin Power and Leshan Power, which rose by 9.93% and 7.66% respectively [9][10] Technology Sector - Chip stocks continued to perform well, with Tianyue Advanced rising over 12% and several other companies in the semiconductor sector also seeing gains of over 7% [10][11] - TSMC announced a projected capital expenditure of $52 billion to $56 billion for 2026, indicating strong future investment in the semiconductor industry [11] Investment Highlights - The electric power sector is experiencing significant investment, with the State Grid Corporation of China projecting fixed asset investments of 4 trillion yuan during the 14th Five-Year Plan, a 40% increase from the previous plan [16] - The bond market is under pressure, with declines across various maturities, indicating potential shifts in investor sentiment [3][4]

Market Performance - The Shanghai Composite Index opened up by 14.46 points, an increase of 0.35%, reaching 4127.06 points [1] - The Shenzhen Component Index opened up by 67.81 points, an increase of 0.47%, reaching 14374.54 points [1] - The ChiNext Index opened up by 26.43 points, an increase of 0.78%, reaching 3394.35 points [1] - The CSI 300 Index opened up by 27.0 points, an increase of 0.57%, reaching 4778.43 points [1]

Core Insights - The financing balance of the ChiNext market has reached 600.61 billion yuan, marking a continuous increase for nine trading days, with a total increase of 50.47 billion yuan during this period [1] Financing Balance Overview - As of January 15, 2026, the total margin balance of the ChiNext market is 602.50 billion yuan, an increase of 4.94 billion yuan from the previous trading day [1] - The financing balance specifically is 600.61 billion yuan, which is an increase of 4.95 billion yuan from the previous day [1] - The increase in financing balance has been observed in 691 stocks, with 224 stocks showing an increase of over 20% [1] Notable Stocks with Significant Financing Changes - The stock with the highest increase in financing balance is 港通医疗 (Port Medical), with a latest financing balance of 12.12 million yuan, reflecting a 325.93% increase [2] - Other notable stocks include 普蕊斯 (Pruis) and 美好医疗 (Beautiful Medical), with increases of 249.18% and 211.84%, respectively [2] - Conversely, 森鹰窗业 (Sen Ying Window Industry) has the largest decrease in financing balance at 1.47 million yuan, down 33.80% [2] Market Performance - Stocks with a financing balance increase of over 20% have averaged a rise of 19.09%, outperforming the ChiNext index [4] - The top performers include 志特新材 (Zhi Te New Materials), 易点天下 (Easy Point World), and 迪安诊断 (Di An Diagnosis), with increases of 198.57%, 100.79%, and 82.97%, respectively [4] - The largest increase in financing balance by amount is seen in 蓝色光标 (Blue Focus), with a latest balance of 5.83 billion yuan, increasing by 2.92 billion yuan [4] Sector Analysis - Among stocks with financing balance increases over 20%, the majority are concentrated in the computer, electronics, and pharmaceutical industries, with 33, 32, and 31 stocks respectively [3]

凤凰网财经讯 1月16日，A股三大指数开盘集体上涨，沪指涨0.35%，深成指涨0.47%，创业板指涨 0.78%。电网设备、半导体芯片等板块指数涨幅居前。 机构观点 2026年1月15日，央行宣布下调各类结构性货币政策工具利率0.25个百分点，同时宣布另外五项结构性 货币政策工具相关措施，调整结构性货币政策支持工具的种类、覆盖范围并增加额度。从总量上面来 讲，本次调整对资产价格的直接影响相对有限，关键在于后续执行落地的情况。本次政策调整凸显出当 前宏观政策思路的特点，在总量上保持适度宽松、更加重视结构调整，与中央经济工作会议更加重 视"质效"的基调一致，这种基调可能也会体现在财政政策以及近期召开的地方两会当中。这种基调的一 个重要背景是当前稳定的外需，如果总需求出现较大变化，宏观政策仍有能力托底。对于市场普遍担忧 的长久期国债供需缺口的问题，央行也给出了直接回应，央行有能力保持国债利率大致稳定，但银行端 国债承接能力是一个结构性议题，解决起来仍需要其他条件。 天风证券：重视欧洲特色海风&电力互联 欧洲数据中心加速建设下电力供需矛盾显现，进一步催生海风和电力互联需求，且海风和电力互联是欧 洲独有的逻辑，值得重视 ...

Core Insights - The article discusses the bold decision made by Guohao Li to open-source the Eigent project, which aims to revolutionize the AI agent landscape by enabling multi-agent collaboration and providing developers with ownership of their tools [3][14]. Group 1: Project Overview - Guohao Li, a prominent scholar with a background from KAUST and Oxford, has transitioned from working with established companies like Intel to launching the Eigent project, which is based on the Camel AI framework [1]. - The Eigent project has been fully open-sourced on GitHub under the Apache 2.0 license, allowing developers to freely use and modify the software [3][14]. Group 2: Technical Innovations - The project introduces a multi-agent architecture that redefines how AI agents operate, moving away from traditional single-agent systems to a distributed system where agents function as scalable computing nodes [6][12]. - The architecture employs a distributed message bus and structured messaging, enhancing fault tolerance and scalability, which is a significant improvement over linear calling methods [17][18]. Group 3: Market Implications - Guohao Li's approach addresses the demand for ownership among developers, contrasting with the prevalent black-box SaaS models, and aims to disrupt existing SaaS software paradigms [14][26]. - The open-source nature of Eigent allows for the integration of various models like Llama3 and Mistral, enabling users to leverage local computing power for enterprise-level tasks without intermediary costs [25]. Group 4: Future Outlook - The article emphasizes that Guohao Li's focus is on the technical foundation rather than immediate monetization, suggesting a long-term vision for the project that prioritizes community engagement and innovation [13][26]. - The sentiment expressed by Guohao Li, "I don't care," reflects a commitment to the open-source ethos and a belief in the value of robust, accessible technology over commercial interests [26][27].

Core Viewpoint - The AI sector, particularly in the context of the ChiNext board, is experiencing a rebound, with significant movements in AI-related stocks and ETFs, indicating strong investor interest and potential growth opportunities in the market [1][3]. Group 1: Market Performance - The ChiNext AI ETF (159363) showed a strong recovery, closing positively with a daily trading volume exceeding 1 billion CNY, reflecting continued capital inflow and a total increase of 1.2 billion CNY over the past four days [1][2]. - The ETF's latest scale reached a record high of 5.527 billion CNY, with an average daily trading volume of nearly 800 million CNY over the past six months, leading among eight ETFs tracking the ChiNext AI index [2][3]. Group 2: Sector Opportunities - The optical module sector is experiencing a high growth cycle, driven by increasing demand for AI computing power, with major manufacturers ramping up production in mainland China and Thailand [3][4]. - The AI application landscape is evolving, with Alibaba's Qianwen App integrating various services, indicating a significant advancement in AI shopping functionalities [3][4]. Group 3: Investment Insights - The ChiNext AI ETF is strategically positioned to benefit from the commercialization of AI technologies, with approximately 60% of its portfolio focused on computing power (mainly optical modules) and 40% on AI applications [4]. - Analysts suggest that the optical module sector could become a focal point for investors during market corrections, highlighting its potential as a strong performer in the near term [3][4].