Group 1 - The global storage industry has entered a "super bull market" due to increased AI computing demand and server expansion, with storage prices expected to rise over 40% by Q4 2025 and an additional 40%-50% in Q1 2026, followed by a 20% increase in Q2 2026 [2][7] - The Chicago Mercantile Exchange has adjusted the margin rules for precious metals, linking margin requirements to nominal value percentages, which may pressure short positions in the short term but better capture margin demand [2][7] - The AI application sector has seen a surge, with the GEO concept emerging as a new focus, aimed at enhancing brand visibility in AI searches, indicating a promising industry outlook despite concerns over low-quality misuse [2][7] Group 2 - The U.S. stock market closed higher, with the Dow Jones and S&P 500 reaching all-time highs, as investors overlook the potential impact of a criminal investigation into Powell, while anticipating a pause in interest rate cuts by the Federal Reserve [3][8] - Moutai has lowered the payment prices for several products, including premium Moutai, to provide profit margins for distributors, reflecting a move towards a market-oriented pricing system [3][8] - The Japanese stock market surged over 3%, nearing the 54,000 mark, driven by expectations of expansionary fiscal policies ahead of potential early elections [3][8] - Foreign investment continues to favor Chinese assets, with the Nasdaq Golden Dragon China Index rising over 4% and Alibaba increasing by over 10%, indicating a positive outlook for the Chinese stock market [3][8] Group 3 - Lithium carbonate prices have surpassed 150,000 yuan per ton, with both spot and futures prices rising, attributed to adjustments in export tax policies for lithium batteries and increased inventory demand from downstream companies [4][9]
喜娜AI速递：今日财经热点要闻回顾｜2026年1月13日
Xin Lang Cai Jing·2026-01-13 11:42