【太平洋科技-每日观点&资讯】（2026-01-13）

Market Overview - Major indices showed positive performance with North Exchange 50 up by 5.35%, Sci-Tech Innovation 50 up by 2.43%, and ChiNext Index up by 1.82% [1] - TMT sector led the gains with SW Marketing Agency increasing by 14.01%, SW Portal Websites by 10.85%, and SW General Publishing by 10.61% [1] - Conversely, TMT sectors that declined included SW Printed Circuit Boards down by 1.82% and SW Discrete Devices down by 0.33% [1] Domestic News - GoerTek plans to establish a fund of 690 million yuan focusing on cutting-edge technology investments including AI, XR, advanced manufacturing, and semiconductors [2] - Huitian Technology announced a breakthrough in high-speed materials and hybrid processing technology, enhancing capabilities in high-end PCB core technology [2] - Shanghai government released a three-year action plan (2026-2028) to support advanced manufacturing, targeting integrated circuit companies for breakthroughs across the entire industry chain [2] - Black Sesame Intelligence raised 568 million HKD, with 90% of the funds allocated for mergers and investments in AI chips and the semiconductor industry [2] Overseas News - MIT team discovered a method to add an extra active device layer in traditional CMOS chips, allowing for a stacked structure that accommodates both logic and storage transistors [3] - The U.S. Department of Commerce quietly announced the withdrawal of a proposal to impose import restrictions on Chinese-made drones, originally set for review in October 2025 [3] - The global smartphone shipment is projected to grow by 2% in 2025, driven by strong demand in emerging markets, although a slowdown is expected in 2026 due to chip shortages [3] - Omdia reported a 10.1% increase in total shipments of desktops, laptops, and workstations in Q4 2025, reaching 75 million units, with an annual growth of 9.2% [3] AI Insights - Gemini partnered with Walmart to enhance customer interaction through AI, providing purchase suggestions based on user intent [4] - AntAngelMed has officially open-sourced a model with 100 billion parameters, applied in various healthcare projects [4] - Tencent released and open-sourced a 3D action model, lowering the barrier for 3D character animation creation [4] - Elon Musk predicted the arrival of general artificial intelligence (AGI) by 2026, with implications for the medical field [4] Industry Tracking - The commercial aerospace sector achieved a successful suborbital flight test with the Zhongke Aerospace Li Hong No.1 vehicle, reaching an altitude of approximately 120 kilometers [5] - In the integrated circuit sector, there is a growing willingness among manufacturers to raise prices due to increased demand and supply constraints [5] - A new generation of ultra-low power brain-machine interface chips was released, significantly improving energy efficiency for long-term implantable systems [5] - The humanoid robot market is expected to see rapid growth, with Omdia projecting shipments to reach 13,000 units by 2025 [5]