Industry Highlights - The Ministry of Human Resources and Social Security will hold a regular press conference today to introduce the progress of human resources and social security work for 2025 [1] - Intel's first consumer laptops equipped with the third-generation Core Ultra processors will be launched globally today [1] - Microsoft has launched the next-generation AI chip Maia 200, aimed at reducing dependence on Nvidia [1] - The European Union has officially approved a complete ban on the import of Russian natural gas starting next year [1] - Alibaba has officially released the Qwen3-Max-Thinking flagship reasoning model, which is performance-comparable to GPT-5.2 [1] - Nvidia has made an additional investment of $2 billion in CoreWeave to accelerate data center construction [1] - Zijin Mining plans to acquire 100% of Allied Gold Corporation for approximately 28 billion yuan [1] - India is experiencing an outbreak of the Nipah virus, which has a high fatality rate, with vaccines entering clinical trials [1] - Several airlines, including Air China, China Eastern Airlines, and China Southern Airlines, have announced an extension of the free refund and change policy for flights to Japan until October 24 [1] Economic Data - In December, the profit of large-scale industrial enterprises decreased by 13.1% year-on-year [1] - For the entire year, the profit of large-scale industrial enterprises was flat at 0.1% year-on-year [1] - The Dallas Fed Business Activity Index for January was reported at -1.2 [1] - Durable goods orders in the U.S. for November increased by 5.3% month-on-month [1] A-Share Dynamics - Six listed companies are facing stock unlocks, with Haibo Shichuang unlocking 94.64 million shares (52.55% of total shares) and Yalian Machinery unlocking 27.2 million shares (31.18% of total shares) [1] - Several listed companies have announced dividend distributions, with some set for stock registration today and ex-dividend on January 28; Xiyes shares a dividend plan of 1.10 yuan per 10 shares (tax included) [1] - Zhejiang Construction Investment has announced a plan to issue approximately 243 million new shares, with total fundraising not fully disclosed; the listing date for the new shares is set for January 27, 2026 [1] - Ten listed companies have released information regarding suspension and resumption of trading, including ST Changyao, Longyun Co., Debang Co., and Aifute [1]
今日大事提醒：英特尔新品引爆市场，微软AI芯片突围