陆家嘴财经早餐2026年1月3日星期六

Group 1 - The Hong Kong stock market experienced a "good start" on the first trading day of 2026, with the Hang Seng Index rising by 2.76% to 26,338.47 points, and the Hang Seng Technology Index increasing by 4% to 5,736.44 points. The total market turnover was 140.86 billion HKD, showing an increase from the previous trading day [3] - The National Integrated Circuit Industry Investment Fund increased its stake in SMIC from 4.79% to 9.25% as of December 29, 2025, indicating a significant investment in the semiconductor sector [3] Group 2 - Multiple public fund institutions released their investment strategies for 2026, with technology being a key focus. Most institutions are optimistic about the market, expecting a shift from valuation-driven to "profit and valuation" dual-driven growth, which could enhance market risk appetite [5] - Hong Kong's IPO fundraising reached 285.69 billion HKD in 2025, a substantial increase of 224% year-on-year, with 117 companies listed, marking a growth of 67.14% [5] - Baidu Group announced that its AI chip company Kunlun has officially submitted an application for a mainboard listing on the Hong Kong Stock Exchange, with its valuation rising from approximately 13 billion RMB in 2021 to 21 billion RMB by July 2025 [5] Group 3 - The real estate industry in China is at a critical juncture, requiring time for the transition between old and new models. The article emphasizes the need for effective macro-control measures to stabilize market expectations and promote healthy development [6] - The Ministry of Finance and the Ministry of Agriculture and Rural Affairs allocated 512 million RMB in disaster relief funds to support winter feed reserves in eight pastoral provinces, ensuring stable production in the livestock sector [7] Group 4 - The Trump Media & Technology Group plans to issue a new cryptocurrency in collaboration with Crypto.com, which will operate on the Cronos blockchain [8] - OpenAI is optimizing its audio AI models in preparation for a series of screenless devices, including smart glasses and smart speakers, positioning them as "collaborative companions" for users [9] - TSMC's 2nm production plan is progressing on schedule, with risk trial production for the 1.4nm process expected to start in 2027 [9] Group 5 - Zijin Mining will intensify its acquisition of strategic mineral resources, focusing on gold and copper, and aims to develop a globally competitive lithium segment [10] - The U.S. government has issued annual licenses to TSMC for exporting chip manufacturing equipment to its factory in Nanjing, ensuring operational continuity [9]