金元证券每日晨报-20260116

Market Overview - The Dow Jones Industrial Average increased by 0.60% to close at 49,442.44 points, while the S&P 500 rose by 0.26% to 6,944.47 points and the Nasdaq Composite gained 0.25% to 23,530.02 points [1][12] - In the European market, the DAX index rose by 0.26% to 25,352.39 points, while the CAC40 index fell by 0.21% to 8,313.12 points, and the FTSE 100 index increased by 0.54% to 10,238.94 points [6][12] - The Hang Seng Index in the Asia-Pacific region decreased by 0.28% to 26,923.62 points, and the Nikkei 225 index fell by 0.42% to 54,110.5 points [6][12] Domestic News - The People's Bank of China announced a reduction in the re-lending and re-discount rates by 0.25 percentage points effective January 19, 2026, with new rates set at 0.95%, 1.15%, and 1.25% for 3-month, 6-month, and 1-year loans respectively [13] - The State Grid Corporation of China is expected to reach a fixed asset investment of 4 trillion yuan during the 14th Five-Year Plan period, marking a 40% increase compared to the previous plan [14] - China Aerospace Science and Technology Corporation held a meeting to discuss major aerospace projects for 2026, emphasizing the importance of advancing manned lunar missions and deep space exploration [15] - The first gold ETF in the market with a scale exceeding 100 billion yuan was established, with the Huaan Gold ETF reaching a circulation scale of 100.762 billion yuan [16] Company News - OpenAI is seeking to strengthen its hardware supply chain in the U.S. and is looking for partners to expand into consumer devices, robotics, and cloud data centers [17] - Apple announced the expansion of Apple Pay's cross-border payment support, allowing Chinese cardholders to use their Visa debit cards for payments abroad [17] - Alibaba's Qianwen App has integrated various services within the Alibaba ecosystem, enabling users to order food, shop, and book travel through AI functionalities [17] - Tian Sheng New Materials signed a share transfer agreement, while Jintong Co. acquired a 24% stake in Anhui Jinsha Molybdenum Co. for 173.087 million yuan, increasing its ownership from 10% to 34% [17]