Market Overview - Asian assets experienced a significant surge at the beginning of 2026, with the offshore and onshore RMB both breaking the 6.97 mark against the USD, reaching the highest level since May 2023 [4] - The Hang Seng Index opened high on the first trading day of the year, rising nearly 1.8%, while the Hang Seng Tech Index increased by 3.4% [1] Company Performance - Baidu Group saw a notable increase of over 8.5%, surpassing last year's high, following the announcement of plans to spin off Kunlun Chip for a Hong Kong listing [1] - Other notable performers included Li Auto, which rose nearly 7%, and NIO and Leap Motor, both increasing by over 1% [1] - NetEase and Tencent also experienced gains, with NetEase up over 5% and Tencent up over 3% [1] Stock Highlights - The following companies showed significant stock performance: - Baidu Group-SW: Current price 142.700, up 8.52% [2] - Li Auto-W: Current price 69.350, up 6.94% [2] - NetEase-S: Current price 226.000, up 5.31% [2] - BYD Electronics: Current price 35.100, up 4.34% [2] - Semiconductor Manufacturing International Corporation: Current price 74.500, up 4.27% [2] New Listings - The newly listed company, Biren Technology, saw its stock surge by 110% after revealing significant revenue growth from 62 million yuan in 2023 to 337 million yuan in 2024, with a backlog of 822 million yuan in orders [2] Global Market Trends - The KOSPI index in South Korea opened higher, with Samsung Electronics reaching a historical high, increasing by 3.2% [3] - The biopharmaceutical company Celltrion's stock rose by 10% following a $473 million manufacturing agreement with Eli Lilly [3] Precious Metals - Precious metals experienced a collective rise, with spot gold increasing by 0.7% and achieving a 64% increase for the entire year of 2025, marking the largest annual gain since 1979 [7] - Spot silver rose by 1.8%, reaching a historical high of $83.62, with a 147% increase in 2025, the largest recorded annual gain [7] - Platinum and palladium both rose by 1.6%, with platinum reaching a historical high and annual gains of 127%, while palladium saw a 76% increase, the best in 15 years [7] Investment Sentiment - There is a growing interest from overseas "long money" in Chinese assets, with a notable shift towards technology and biotechnology sectors [7] - Major financial institutions like Goldman Sachs, UBS, and JPMorgan predict a sustained rebound for Chinese assets in 2026, driven by profit growth, accelerated innovation, and attractive valuations [7]
亚洲资产爆发 港股百度涨超8% GPU新贵狂飙110% 人民币升破6.97 贵金属反弹
2 1 Shi Ji Jing Ji Bao Dao·2026-01-02 03:14