格隆汇1月6日｜德赛西威(002920.SZ)公告称，为推进国际化战略布局，提升国际影响力和海外业务拓 展，公司正在筹划境外发行股份（H股）并在香港联交所上市事项。目前相关细节尚未最终确定，预计 不会改变公司控制权。该事项需提交董事会和股东会审议，并经中国证监会备案和香港联交所、香港证 监会等监管机构审核和批准。存在较大不确定性。公司将及时履行信息披露义务，敬请投资者关注后续 公告并注意投资风险。 ...

惠州市德赛西威汽车电子股份有限公司 的提示性公告 证券代码：002920 证券简称：德赛西威 公告编号：2026-001 惠州市德赛西威汽车电子股份有限公司 关于筹划发行 H 股股票并在香港联合交易所有限公司上市 公司将依据相关法律法规的要求，根据本次 H 股发行上市的后续进展情况及时履行信 息披露义务，切实保障公司及全体股东的合法权益。敬请广大投资者关注公司后续公告， 注意投资风险。 特此公告。 惠州市德赛西威汽车电子股份有限公司 董事会 2026 年 1 月 6 日 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、误导性 陈述或重大遗漏。 为进一步推进惠州市德赛西威汽车电子股份有限公司（以下简称"德赛西威"、"公 司"）国际化战略布局，提升公司品牌国际影响力，加快海外业务拓展，打造国际化资本 运作平台，助力公司高质量发展，提升公司整体竞争力，德赛西威正在筹划境外发行股份 （H 股）并在香港联合交易所有限公司（以下简称"香港联交所"）上市事项（以下简称 "本次 H 股发行上市"）。截至目前，公司正在就本次 H 股发行上市的相关工作进行商 讨，相关细节尚未最终确定，本次 H 股发行上市不会 ...

1月6日，无人驾驶板块表现活跃。截至当日收盘，汉鑫科技（920092）、万集科技（300552）、雷尔伟（301016）、山 子高科（000981）、索菱股份（002766）、神通科技（605288）、兴民智通（002355）、北斗星通（002151）、德赛西 威（002920）、路畅科技（002813）、立昂微（605358）、银河电子（002519）、岩山科技（002195）等19股涨停。其 中，雷科防务5连板，索菱股份3连板。 另外，华测导航（300627）、豪恩汽电（301488）、星辰科技（920885）、国科微（300672）等个股涨超10%。 | | 代码 | 名称 | 涨幅% √ | 现价 | 主力净量 | 主力净流入 | 涨跌 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 920092 | 汉鑫科技 | +29.99% | 48.89 | 7.17 | 1.05亿 | 11.28 | | 2 | 300552 | 万集科技 | +20.01% | 37.66 | 4.34 | 2.17 亿 | 6.28 | | 3 | 3 ...

Group 1 - Nvidia has launched an open-source vision-language-action model, Alpamayo 1, for autonomous driving, featuring 10 billion parameters and a significant breakthrough in openness, providing complete development resources from data to deployment [1] - The model is an inference-based VLA that can reason causal relationships before decision-making, predict intentions of others, and handle multi-step decisions, resulting in a 12% improvement in planning accuracy, a 37% increase in action consistency, and a 25% reduction in collision rates [1] - Nvidia's DRIVE system is entering mass production, with the first model being the new Mercedes CLA, set to hit the roads in the US in 2026, and plans to test Robotaxi services in collaboration with partners in 2027 [1] Group 2 - The open-source end-to-end model is expected to reconstruct the intelligent driving ecosystem, further lowering the threshold for Level 4 (L4) autonomous driving, with recommendations for Robotaxi algorithm companies such as Xiaoma and Wenyuan, and attention on unmanned mining vehicle targets like Xidi Zhijia and Boleton, as well as the upcoming listing of Yikong Zhijia [2] - Recommended components for safety redundancy include steering systems from Cybercab's exclusive supplier, Nexperia, braking systems from Bertley and Ruikem, lidar from Hesai and Suteng, and chips from Horizon and Black Sesame [2] - In addition to intelligent driving, Nvidia's Isaac platform and GR00T basic module development cover various types of robots, including industrial, humanoid, and consumer-grade, with a positive outlook on the resonance between intelligent driving and robotics domain control companies like Kobot, Desay SV, and Jingwei Hengrun [2]

证券之星消息，1月6日软件开发板块较上一交易日上涨2.83%，星环科技领涨。当日上证指数报收于 4083.67，上涨1.5%。深证成指报收于14022.55，上涨1.4%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688031 | 星环科技 | 126.32 | 20.00% | 11.77万 | | 13.85 Z | | 300033 | 同花顺 | 372.00 | 12.01% | 24.37万 | | 87.16亿 | | 002920 | 德赛西威 | 137.39 | 10.00% | 22.97万 | | 30.33亿 | | 615109 | 大智慧 | 14.77 | 9.98% | 112.48万 | | 15.96亿 | | 300803 | 指南针 | 148.78 | 9.61% | 63.39万 | | 91.78亿 | | 688318 | 财富趋势 | 148.43 | 8.55% | 11.64万 | | 1 ...

Group 1 - The Xinhua 500 Index (989001) closed on January 6 with a gain of 1.72%, reaching 5331.31 points [1][3] - The index opened slightly higher in the morning and experienced a steady upward trend throughout the day, with a maximum of 5331.31 points and a minimum of 5244.05 points [3] - The total trading volume of constituent stocks for the day was reported at 10,445 billion yuan, showing a significant increase compared to the previous trading day [3] Group 2 - Notable gainers among constituent stocks included Tonghuashun, Goodwe, Desay SV, and Aerospace Electric [3] - Conversely, stocks such as Maiwei, Dongshan Precision, Huaxun Electronics, and Shenzhen South Circuit experienced notable declines [3] - The Xinhua 500 Index is published by the National Financial Information Platform and is maintained by Xinhua Index (Beijing) Co., Ltd., measuring the price levels of major large and medium-cap stocks in the A-share market [3]

Group 1 - The autonomous driving sector is experiencing a surge, with Junsheng Electronics (600699) showing active performance following Nvidia's announcement of the open-source inference VLA model Alpamayo, which aims to accelerate the development of safe autonomous vehicles [1] - Nvidia's CEO Jensen Huang stated that this model is the world's first AI for autonomous vehicles with reasoning capabilities, set to launch on US roads later this year [1] - Junsheng Electronics has partnered with Sinian Intelligent Driving to collaborate on L4 autonomous driving solutions and their commercial applications, with a digital management platform already operational at Ningbo Port [1] Group 2 - Nvidia's DRIVE AV software will be utilized in Mercedes-Benz vehicles, with the first autonomous vehicle expected to hit US roads in Q1 this year, followed by Europe in Q2 and Asia in Q3 or Q4 [3] - Citigroup analysts predict that Nvidia's new AI platform and open models will create demand for autonomous taxis, projecting the global autonomous taxi market to grow from $4.43 billion in 2025 to $188.91 billion by 2034 [3] - The potential market for autonomous taxis in China is expected to increase from $39 million in 2025 to $67.59 billion by 2035, benefiting companies like Xiaoma Zhixing and WeRide, as well as automotive manufacturers such as BYD (002594), Geely, Great Wall Motors (601633), SAIC Motor (600104), and Xiaomi [3]

Group 1 - The autonomous driving sector saw significant stock price increases on January 6, with Hanxin Technology reaching a 30% limit up and Wanjie Technology up by 20% [1][2] - Other companies in the sector, such as Lianchuang Electronics and Desay SV, also hit their daily price limits, indicating strong market interest and investor confidence [1][2] Group 2 - The annual Consumer Electronics Show (CES) in Las Vegas showcased cutting-edge technologies from January 6 to 9, with NVIDIA announcing the launch of the open-source inference VLA model Alpamayo, aimed at accelerating the development of safe autonomous vehicles [2] - NVIDIA's CEO Jensen Huang emphasized that a significant shift from non-autonomous to autonomous vehicles is expected to occur soon, predicting that a large portion of cars will be autonomous or highly automated in the next decade [3] - NVIDIA's DRIVE AV software will be implemented in Mercedes-Benz vehicles, with the first autonomous vehicle expected to hit the roads in the U.S. in Q1 of this year, followed by Europe in Q2 and Asia later in the year [3]

Group 1 - The A-share market saw significant movements in sectors such as intelligent driving and commercial aerospace, with the Shanghai Composite Index reaching a nearly 10-year high of 4068 points [2] - The AI ETF (515070) saw its holdings, including companies like Desay SV and Beijing Junzheng, experience notable gains, with Desay SV hitting the daily limit and Beijing Junzheng rising over 8% [2] - The AI ETF recorded an intraday increase of over 0.5%, with trading volume surpassing 270 million yuan [2] Group 2 - Huolong Securities believes the market is in a "slow bull" phase, with expectations for upward breakthroughs, supported by anticipated overall growth in listed company performance through 2026 [2] - The supportive policies, including more proactive fiscal measures and moderately loose monetary policies, are expected to enhance the internal momentum of the economy, leading to continuous improvement in the fundamentals of listed companies [2] - Despite rising trade protectionism, the global economy is expected to remain resilient, with foreign trade maintaining strong resilience [2] - The overall market valuation is considered reasonable, and with continuous improvement in profitability, there is potential for valuation expansion [2] - Expectations for micro liquidity in the market are abundant, driven by policy support for long-term capital inflows and positive fundamental outlooks, alongside a stable RMB exchange rate [2] - The China Securities Regulatory Commission's "14th Five-Year Plan" for the capital market aims to steadily expand high-level institutional openness, enhancing the attractiveness of the capital market [2] Group 3 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), selecting component stocks that provide technology, basic resources, and applications for artificial intelligence, focusing on the midstream and upstream of the AI industry chain [3] - The top ten weighted stocks in the ETF include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, Cambricon Technologies, and Hikvision [3]

Group 1 - The core viewpoint of the news highlights the rising demand for AI technologies, particularly in the context of the CES 2026, where significant partnerships and innovations are expected to emerge in the AI hardware sector [1] - Boston Dynamics and Google DeepMind announced a new AI partnership to integrate the Gemini Robotics AI model with Boston Dynamics' Atlas humanoid robot, with joint research expected to commence in the coming months [1] - The AI sector is anticipated to see deep integration into various hardware products, with companies like AMD, Intel, and Qualcomm expected to showcase more powerful AI chips, while Lenovo, Hisense, and TCL will present AI-enabled personalized smart devices and solutions [1] Group 2 - AI demand is driving a significant increase in DRAM consumption, with projections indicating that by 2026, AI and server-related DRAM usage will account for 66% of total DRAM production capacity [2] - The price of DRAM has surged due to supply shortages, with a year-on-year increase of 171.8% reported in Q3 2025, leading major manufacturers like Samsung, SK Hynix, and Micron to pause DDR5 contract quotes [2] - The CSI Artificial Intelligence Theme Index (930713) includes 50 companies involved in providing resources, technology, and application support for AI, reflecting the overall performance of AI-related stocks [2]