陆家嘴财经早餐2026年1月13日星期二

Group 1 - A-shares experienced a significant increase on January 12, with the Shanghai Composite Index achieving a 17-day consecutive rise, reaching a new high in over 10 years. The total trading volume for A-shares was 3.64 trillion yuan, setting a record for single-day trading volume. Northbound capital transactions reached 398.98 billion yuan, marking the third-highest since the opening of the mutual market mechanism [3] - The AI application sector saw a surge, with the GEO sub-sector becoming a market focus. Companies like Yidian Tianxia, Zhongwen Online, and Tianlong Group all hit the 20% daily limit up [3] - The U.S. Department of Justice has initiated a criminal investigation into Federal Reserve Chairman Jerome Powell regarding the renovation of the Fed's headquarters, raising concerns about the independence of the Federal Reserve and leading to increased demand for safe-haven assets like gold and silver [3] Group 2 - The National Development and Reform Commission and other departments have clarified the layout and investment direction of government investment funds, emphasizing support for major strategies and key areas, particularly in technology and industry innovation [4] - The Ministry of Commerce reported progress in negotiations regarding the EU electric vehicle case, confirming that the EU will adhere to non-discrimination principles in evaluating price commitment applications [4] - Reports indicate that the review of export licenses for rare earths to Japan has been suspended, with Chinese state-owned enterprises notifying some Japanese companies that new supply contracts will not be signed [4] Group 3 - The Ministry of Industry and Information Technology announced plans for traditional industry renewal actions and the "Artificial Intelligence +" initiative during the 14th Five-Year Plan period, focusing on breakthroughs in quantum technology, humanoid robots, brain-machine interfaces, and other fields [5] - A surge in commercial aerospace concept stocks was noted, with companies like Aerospace Power and Aerospace Electronic issuing risk warnings due to significant price fluctuations [6] - The Hong Kong stock market also saw substantial gains, with the Hang Seng Index rising by 1.44%, driven by the AI sector and commercial aerospace stocks [6] Group 4 - Reports indicate that the brain-machine interface company Strong Brain Technology has secretly submitted an IPO application in Hong Kong, potentially raising hundreds of millions of dollars [7] - Xiaopeng Motors' flying car division has also submitted a confidential IPO application, with plans to complete it within the year [7] Group 5 - Companies like WuXi AppTec expect a 102.65% year-on-year increase in net profit by 2025, while Rongchang Bio has signed a licensing agreement with AbbVie, with a total transaction amount potentially reaching 5.6 billion USD [9] - Several companies, including *ST Chengchang and *ST Yanshi, are undergoing stock trading suspensions due to significant price fluctuations and control changes [9] - The global storage chip industry is entering a new price increase cycle, with leading packaging and testing companies raising prices by up to 30% [10] Group 6 - The U.S. Senate committees are set to hold hearings on a cryptocurrency market structure bill, which aims to define "digital commodities" in relation to blockchain usage [13] - South Korea's financial committee is about to implement a second phase of cryptocurrency open policies, allowing listed companies and qualified institutions to invest 5% of their capital in cryptocurrencies [13] Group 7 - Apple has formed a multi-year partnership with Google to leverage Google's Gemini model and cloud technology for future AI developments, marking a significant strategic shift for Apple [14] - NVIDIA and Eli Lilly announced a joint investment of 1 billion USD to establish a lab in San Francisco focused on accelerating drug development using AI [14] - Meta appointed former Trump advisor Powell McCormick as president and vice chairman to guide the company's overall strategy [14]