广东“新春第一会”今日召开；金银价格大涨｜21早新闻

Company Developments - Ant Group's Alipay "AI Pay" user count surpassed 100 million during the Spring Festival, marking it as the world's first AI-native payment product to achieve over 100 million in both transaction volume and user count, indicating its entry into large-scale commercial use [6] - Kimi, a large model unicorn, raised over $1.2 billion in funding, achieving the highest financing amount in the large model industry over the past year and the fastest ascent to a ten-unicorn status (valuation over $10 billion) for a domestic company [6] - Guotai Junan's white silver futures investment fund announced an estimated negative impact on the 2026 annual net profit attributable to shareholders, with the amount being less than 5% of the audited net profit for 2024 [6] - Frontier Biotech signed a licensing agreement with GlaxoSmithKline, receiving a $40 million upfront payment and $13 million in milestone payments [6] - ASML plans to enhance the power of its extreme ultraviolet lithography machines to 1000 watts, which is expected to increase the hourly wafer output by 50% by 2030 [6] - Luxshare Precision conducted its first share buyback, repurchasing 9.9 million shares for a total amount of nearly 500 million yuan [7] Investment News - The A-share market is expected to open a new upward trend post-Spring Festival, with a strong market sentiment and no major risk events during the holiday [4] - CITIC Securities views February as a critical turning point, predicting a phase of increased competition and reduced returns on capital investments globally, while A-share sectors like manufacturing and finance are less affected by AI disruptions compared to US and Hong Kong markets [3] - The semiconductor investment-related funds in the A-share market have been actively trading, with public funds indicating that the storage expansion chain focusing on high-end equipment and key components may be one of the most visible investment directions in 2026 [4]