贝塔投资智库·2026-01-21 04:01Group 1 - The robotics sector saw significant gains, with companies like MicroPort Robotics rising by 11.91% and Wan'an Robotics by 9.38%. The Ministry of Industry and Information Technology plans to promote humanoid robot technology innovation and enhance product quality and safety [1] - Hua Hong Semiconductor increased by nearly 5% following a report indicating a 2.4% reduction in global 8-inch wafer foundry capacity by 2026 due to TSMC and Samsung's capacity cuts [1] - China National Heavy Duty Truck Corporation opened lower but quickly rebounded, closing up 5.67%. Truck sales data showed a 7% month-on-month increase and a 17% year-on-year increase in December 2025 [2] - Alibaba Health rose nearly 3% after the launch of its AI product "Hydrogen Ion," which has entered practical application for clinical and research purposes [3] - Lion Group Holdings surged over 10% as the CEO announced plans to leverage data to enhance platform efficiency through AI [4] Group 2 - Gold stocks collectively rose, with companies like Datang Gold increasing by 7.35% as spot gold prices surpassed $4,800, reaching a new historical high [4] - Intel's stock rose 3.41%, with a cumulative increase of 35% in January, following the appointment of a new executive to accelerate AI and data center GPU development [5] - The storage sector in the US stock market showed strength, with SanDisk rising by 9.55% amid increasing demand for high-end semiconductors due to AI infrastructure [6] - UMC's stock jumped 15.91% after announcing the completion of a technology certification for embedded SuperFlash, marking a significant milestone in production [8]