新浪财经资讯AI速递：昨夜今晨财经热点一览 丨2026年1月10日

Group 1 - The US stock market saw the Dow Jones and S&P 500 indices reach all-time closing highs, with all three major indices recording gains for the week [1][21] - The market is closely monitoring the US non-farm payroll data for December, which indicates a slight slowdown in the labor market that may influence Federal Reserve policy [1][21] - Intel's stock price surged significantly due to an investment agreement with the government [1][21] Group 2 - The A-share market has shown strong performance, with the Shanghai Composite Index breaking through 4100 points for the first time in ten years, and trading volume returning to 30 trillion yuan [2][31] - Analysts predict that the market will maintain a steady upward trend supported by macro policies and ample liquidity, with incremental funds expected to exceed 2 trillion yuan by 2026 [2][31] - The AI application and commercial aerospace sectors are leading the market, although some popular sectors may face corrections due to crowded trading [2][31] Group 3 - The State Council has initiated an investigation into the competitive landscape of the food delivery market, with major players like Meituan, Taobao Flash, and JD Delivery expressing support for the investigation [3][23] - These companies have committed to opposing "involutionary" competition and ensuring compliance with relevant laws to maintain a fair market environment [3][23] Group 4 - Bill Gates has donated approximately $7.88 billion to the foundation established by his ex-wife Melinda, significantly increasing the foundation's assets to about $7.4 billion, making it one of the largest private foundations in the US [4][24] - The founder of Zhongwei Company, Yinzhiyao, plans to reduce his stake worth nearly 100 million yuan to address tax matters after regaining Chinese nationality [4][24] Group 5 - The China Securities Regulatory Commission (CSRC) has launched an investigation into Tianpu Co. due to abnormal stock price fluctuations, which saw the stock rise over 16 times in 2025 [5][25] - The investigation focuses on the company's repeated changes in its business scope related to "artificial intelligence" and insufficient disclosure regarding the lack of AI business plans, which may have misled investors [5][25] Group 6 - Starting April 1, 2026, the export tax rebate for photovoltaic products will be eliminated, with the tax rate dropping from 9% to zero, significantly impacting the profits of export-oriented solar companies [6][26] - Major companies like JinkoSolar and Trina Solar, which have a high proportion of overseas business, are expected to be significantly affected by this policy [6][26] Group 7 - The Trump administration is urging oil giants to invest in Venezuela, aiming to leverage the situation post-Maduro's control to rebuild the country's oil economy [7][27] - Companies like ExxonMobil are cautious due to past nationalization experiences and are assessing political stability and financial terms before committing [7][27] Group 8 - Several small and medium-sized banks have begun to lower deposit rates significantly, with some long-term products seeing reductions of up to 55 basis points [8][28] - This move is aimed at addressing the pressure from narrowing net interest margins and reducing funding costs [8][28] Group 9 - Projects on the "white list" for real estate financing can extend loans for up to five years, although specific execution details and collateral conditions remain unclear [9][29] - The regulatory body has been increasing financing support to ensure qualified projects receive necessary funding [9][29] Group 10 - Over 20 provinces in China have announced new energy pricing mechanisms, with price differences between projects exceeding 100% [10][30] - Experts predict that while operational costs may rise under the new mechanism, increased competition and technological advancements could lead to lower electricity prices in the long run [10][30] Group 11 - Two major rare earth companies, Northern Rare Earth and Baotou Steel, have announced a price adjustment for rare earth concentrate to 26,834 yuan per ton, marking a 2.4% increase [11][30] - This is the sixth consecutive price increase since the third quarter of 2024, likely influenced by recent market price hikes for rare earth products [11][30]