元旦假期要闻集锦出炉！中国资产表现亮眼 ，香港恒生科技指数收涨4% 特朗普称抓获委内瑞拉总统马杜罗及其夫人并带离委内瑞拉

Domestic Finance - The Ministry of Commerce commented on the EU's Carbon Border Adjustment Mechanism (CBAM), stating that the EU's high default carbon intensity values for Chinese products are unfair and discriminatory, violating WTO principles [1][2] - The EU plans to expand the CBAM to include approximately 180 steel and aluminum-intensive downstream products by 2028, which China views as unilateral and protectionist [2] - The National Data Work Conference emphasized the need to accelerate data industry development and foster digital industry clusters, focusing on data technology innovation and infrastructure [3] Capital Markets - The National Integrated Circuit Fund increased its stake in SMIC's H-shares from 4.79% to 9.25% [8] - The Hang Seng Technology Index rose by 4%, with Wall Street's strong performance reflected in the Hong Kong market, particularly in the semiconductor sector [9] - Baidu announced plans to spin off Kunlun Chip and apply for independent listing on the Hong Kong Stock Exchange [10] Industry Developments - BYD reported December 2025 sales of 420,398 new energy vehicles, a year-on-year decline of approximately 18.2%, with total annual sales reaching 4,602,436 units, a 7.73% increase [11] - DeepSeek published a paper proposing a more efficient AI development method, introducing the "manifold-constrained hyperconnection" framework aimed at enhancing scalability and reducing computational and energy demands [7] International Finance - Global sovereign wealth fund assets reached a record high of $15 trillion, with increased investments in technology sectors, particularly AI and digitalization [17]