陆家嘴财经早餐2026年1月7日星期三
Wind万得·2026-01-06 22:38

Group 1 - The Shanghai Composite Index achieved a record 13 consecutive days of gains, closing at 4083.67 points, the highest in over a decade, with a market turnover of 2.83 trillion yuan [3] - The CES 2026 showcased Nvidia's new AI chip platform, Vera Rubin, which boasts a fivefold increase in AI inference performance and a cost reduction to one-tenth of its predecessor [3] - Strong Brain Technology, a brain-computer interface unicorn, completed a financing round of approximately 2 billion yuan, marking it as the second-largest financing in this field globally, following Neuralink [3] Group 2 - The People's Bank of China emphasized the need for flexible monetary policy tools to maintain liquidity and enhance financial market supervision [4] - The Ministry of Commerce announced a ban on dual-use items exports to Japanese military users, with legal consequences for violations [4] - The Chinese government reiterated its stance on respecting the development paths chosen by other nations, particularly in the context of Venezuela [5] Group 3 - The Hong Kong stock market saw a significant rise, with the Hang Seng Index up 1.38% and net inflows from southbound funds reaching 2.879 billion HKD [7] - Regulatory bodies are investigating barriers to increasing bank wealth management investments in A-shares, indicating a focus on long-term investment potential [7] - In 2025, the Shanghai Stock Exchange saw 42 companies go public, raising a total of 81.289 billion yuan, while the Shenzhen Stock Exchange had 48 companies raise 42.954 billion yuan [7] Group 4 - The Chinese civil aviation sector reported a record passenger transport volume of 770 million in 2025, with international travel increasing by 21.6% [12] - The automotive industry is projected to exceed 34 million units in production and sales in 2025, with new energy vehicles becoming the dominant market force [12] - The National Bureau of Statistics plans to introduce over 30 national standards in the data sector in 2026, focusing on advanced data standards [12] Group 5 - Morgan Stanley is seeking SEC approval to launch an ETF linked to Bitcoin and Solana, marking a significant move into the digital asset space by a major U.S. bank [13] - The first commercial rocket company in China is set to change ownership, with a stake being offered for approximately 3.299 billion yuan [14] - Tesla introduced long-term financing options for its Model 3 and Model Y vehicles, aiming to boost sales in China [14] Group 6 - The Chinese stock market is experiencing a surge in new account openings, with 2.5967 million new accounts in December 2025, reflecting strong investor interest [8] - The performance of the precious metals sector is improving, with companies in the non-ferrous metals industry reporting positive earnings amid rising prices [8] - The QDII funds are showing signs of premium risks, with over 20 funds issuing warnings about potential overvaluation [8]