Group 1 - The discovery of naturally occurring single-walled carbon nanotubes and graphite carbon in lunar soil samples by a research team from Jilin University provides key data for understanding the Moon's geological history and highlights the Moon's active geological processes [1] - The average profit growth rate of China's technology sector is expected to rise from -3% in previous years to +25%, which is seen as a critical factor supporting the sustained improvement of the A-share market [2] - The Shanghai International Energy Exchange has announced adjustments to the margin ratios and price fluctuation limits for international copper futures contracts, effective January 22, 2026 [3] Group 2 - Shanghai has released an action plan with 18 measures aimed at enhancing the resource allocation capabilities and global pricing influence of non-ferrous metal commodities [4] - The social media platform X has officially open-sourced its recommendation algorithm, which now relies heavily on AI to filter, score, and rank content based on user interaction history [5] - The first subject implanted with Neuralink's brain-machine interface has reported that the device can now receive over-the-air (OTA) updates, similar to Tesla vehicles [6] Group 3 - According to TrendForce, the shipment share of ASIC AI servers is projected to increase to 27.8% by 2026, marking the highest level since 2023, driven by the expansion of self-developed ASIC solutions by North American companies [7] - The Ministry of Finance has announced financial support for technology innovation loans, including interest subsidies and central bank refinancing, to promote the transformation of manufacturing and digitalization of small and medium-sized enterprises [8] - Morgan Stanley's report indicates that the high bandwidth memory (HBM) market has entered its fourth year of growth, with structural shortages expected to continue until 2028, driven by increasing demand from AI and high-performance computing [9] - The Ministry of Finance is committed to supporting the National Venture Capital Guidance Fund to invest early, small, long-term, and in hard technology sectors, focusing on original and disruptive technological advancements [10]
影响市场重大事件:嫦娥六号月球样品中首次发现天然单壁碳纳米管与石墨碳;财政部支持国家创业投资引导基金投早、投小、投长期、投硬科技