Xi Niu Cai Jing·2026-01-30 02:02Fund Market - The issuance of new funds has accelerated this year, with total scale exceeding 100 billion yuan, driven by equity and FOF products [1] - 110 new funds were established by January 29, with a total issuance scale of 110.54 billion yuan, including 85 equity funds totaling 76.81 billion yuan [1] - FOF products have also maintained high popularity, with issuance scale surpassing 80 billion yuan in 2025 [1] Technology Sector - Over 260 companies on the Sci-Tech Innovation Board have released performance forecasts for 2025, with 105 companies reporting positive growth [1] - The focus on technology growth sectors such as artificial intelligence and biomedicine is expected to attract long-term capital [1] Aerospace Industry - A series of significant announcements were made at the Commercial Aerospace Action Conference, outlining the future of China's commercial aerospace sector [2] - By 2030, low-orbit satellite constellations are expected to be established, with launch costs potentially dropping below 10,000 yuan per kilogram [2] Communication Technology - China has achieved a new milestone in ground-space laser communication, with speeds reaching 120 Gbps [2] Semiconductor Development - Research teams have made advancements in two-dimensional semiconductors, specifically in the production of molybdenum disulfide films [2] Corporate Financial Performance - Apple reported a revenue of 143.8 billion USD for the quarter ending December 27, a 16% year-on-year increase, driven by strong iPhone 17 demand and a 38% increase in sales in China [3] - Adidas preliminary data indicates a fourth-quarter revenue of 6.08 billion euros, slightly below expectations, but full-year operating profit is projected at 2.06 billion euros, above estimates [4] Market Reactions - Microsoft experienced a significant stock sell-off, with a market value decrease of 357 billion USD, the second-largest single-day drop in history, attributed to concerns over AI spending and slowing cloud business growth [5][13] - Other tech stocks, including Alphabet and Nvidia, also faced substantial market value losses [5][13]