A股晚间热点 | 美国12月CPI同比增长2.7% 交易员加大对美联储降息的押注
Zijin MiningZijin Mining(SH:601899) 智通财经网·2026-01-13 14:23

Group 1 - The Ministry of Industry and Information Technology of China has issued an action plan to promote the integration of artificial intelligence (AI) technology across the entire industrial chain from 2026 to 2028, focusing on enhancing AI literacy and skills among platform enterprises [1] - The U.S. Consumer Price Index (CPI) for December showed a year-on-year increase of 2.7%, matching expectations, which has led traders to increase bets on potential interest rate cuts by the Federal Reserve [2] - HSBC has expressed a positive outlook on Chinese assets, recommending investors to overweight A-shares and Hong Kong stocks in 2026, while also advocating for long positions in the Renminbi [3] Group 2 - The Chinese Ministry of Foreign Affairs has responded to the U.S. announcement of imposing a 25% tariff on countries engaging in commercial activities with Iran, emphasizing that there are no winners in a trade war [4] - The Chinese Ministry of Commerce has decided to continue imposing anti-dumping duties on imported solar-grade polysilicon from the U.S. and South Korea for another five years starting January 14, 2026 [5] - Debon Fund has addressed rumors regarding its fund attracting 12 billion yuan in a single day, clarifying that the figure is inaccurate and announcing adjustments to large subscription limits [6] Group 3 - Global central banks are drafting a statement to support Federal Reserve Chairman Jerome Powell amid increased pressure from the Trump administration, raising concerns about the Fed's independence and its ability to control inflation expectations [8] - Zijin Mining has reached a market capitalization of over 1 trillion yuan, becoming a member of the "trillion club," with financial stocks making up nearly half of this group [9] - Jiangsu Province aims for its artificial intelligence industry to exceed 1 trillion yuan by 2030, with a focus on widespread application of intelligent terminals and significant commercial applications [11] Group 4 - Positive announcements include a major lithium battery materials supply agreement signed by Rongbai Technology worth over 120 billion yuan [18] - Negative announcements include Shanghai Construction's new contract amount for 2025 decreasing by over 34% year-on-year [18] - Performance forecasts indicate significant profit growth for companies like TCL Technology, which expects a net profit increase of 169% to 191% year-on-year for 2025 [18]

A股晚间热点 | 美国12月CPI同比增长2.7% 交易员加大对美联储降息的押注 - Reportify