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金十数据全球财经早餐 | 2026年1月8日
Jin Shi Shu Ju· 2026-01-07 23:04
男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 泽连斯基称有望在2026年上半年结束俄乌冲突 消息人士:委内瑞拉将无限期向美供油 美国务卿:下周将就格陵兰岛议题与丹麦举行会谈 智利Mantoverde铜矿罢工将继续 央行今日将开展11000亿元买断式逆回购 央行连续第14个月增持黄金 事关白银期货!上期所最新调整 市场盘点 周三,美元指数震荡走高,最终收涨0.16%,报98.747;美债收益率涨跌互现,基准的10年期美债收益率最终收报4.154%,对美联储政策利率敏感的2年期美 债收益率收报3.48%。 现货黄金在亚盘触及4500美元关口后遭遇获利了结,但在弱于预期的"小非农"提振美联储降息预期后收复部分失地,最终收跌0.86%,报4456.43美元/盎司; 现货白银冲高回落,盘中最高触及82.748美元/盎司,随后连失多道整数关口,最终收跌3.76%,报78.19美元/盎司。 国际原油连续第二个交易日走低,因特朗普关于美国已和委内瑞拉达成石油交易的声明加剧了供应过剩担忧。WTI原油盘中跳水,最终收跌0.98 ...
深夜英特尔狂飙11%,美股贵金属股重挫,中概股普跌,加密货币超12万人爆仓
Market Overview - The U.S. stock market opened mixed on January 7, with the Dow Jones down 0.41%, the S&P 500 down 0.1%, and the Nasdaq up 0.15% [1][2]. Major Indices Performance - Dow Jones Index: 49,259.86, down 202.22 points (-0.41%) - S&P 500 Index: 6,938.05, down 6.77 points (-0.10%) - Nasdaq Composite: 23,581.57, up 34.40 points (+0.15%) [2]. Technology Sector Highlights - Intel shares surged over 11%, marking its largest increase since September 18, following the launch of its next-generation PC platform processor, Core Ultra3, at CES [2][3]. - Nvidia rose over 2%, while Google and Microsoft increased by over 1%. Facebook saw a decline of over 2% [2][3]. Chinese Stocks Performance - The Nasdaq Golden Dragon China Index fell by 1.43%. Notable declines included: - Manbang Group down over 7% - Hesai Technology down nearly 4% - NetEase down over 3% - JD.com and Alibaba down over 2% - Conversely, Huya rose over 4%, and iQIYI increased by over 1% [2][3]. Commodity Market - Gold and silver stocks experienced significant declines, with Hecla Mining down 10% and Pan American Silver down over 7%. Spot gold fell over 1% to around $4,440, while spot silver dropped over 6% below $77 [4]. Oil Market - Both U.S. and Brent crude oil prices declined [5]. Cryptocurrency Market - Major cryptocurrencies collectively fell, with Bitcoin down nearly 3% to $91,260. Over 120,000 traders faced liquidation in the past 24 hours [7][8]. Stock Market Outlook - Morgan Stanley's chief U.S. equity strategist predicts continued growth in the U.S. stock market driven by earnings, regulatory easing, and AI applications, with a projected earnings growth rate of nearly 14% for 2026 [10]. - Concerns remain regarding high valuations and capital intensity among large tech companies, prompting some analysts to adopt a more cautious stance [10]. - The founder of Bridgewater Associates warned that the AI-driven surge in tech stocks may be in the "early stages of a bubble" [10]. AI Sector Investment - In 2025, the S&P 500 rose by 16%, with significant contributions from Nvidia, Alphabet, Broadcom, and Microsoft. However, there are growing concerns about the return on investment from the substantial capital expenditures in AI, projected to increase by 34% to approximately $440 billion [11].
深夜英特尔狂飙11%,美股贵金属股重挫,中概股普跌,加密货币超12万人爆仓
21世纪经济报道· 2026-01-07 15:47
Market Overview - Major U.S. stock indices showed mixed performance, with the Dow Jones down by 202.22 points (-0.41%) to 49,259.86, while the Nasdaq gained 34.40 points (+0.15%) to 23,581.57, and the S&P 500 fell by 6.77 points (-0.10%) to 6,938.05 [1] - The Nasdaq Golden Dragon Index, which tracks Chinese stocks, decreased by 1.43% to 7,724.49 [2] Technology Sector Performance - Intel saw a significant increase of over 11%, marking its largest gain since September 18, following the launch of its next-generation PC platform processor, Core Ultra3, at CES [1] - Other major tech stocks also experienced gains, with Nvidia up over 2%, Google and Microsoft each rising over 1%, while Facebook declined over 2% [1][2] Chinese Stocks - The majority of Chinese stocks listed in the U.S. experienced declines, with notable drops including Mabang Group down over 7%, Hesai Technology down nearly 4%, and NetEase down over 3% [2] Precious Metals - Gold and silver stocks faced significant declines, with Hecla Mining dropping 10%, Pan American Silver down over 7%, and Harmony Gold down over 5% [3] - Spot gold fell over 1%, approaching the $4,440 mark, while spot silver dropped over 6%, falling below $77 [3] Oil Market - Both U.S. and Brent crude oil prices experienced declines [4] Cryptocurrency Market - Major cryptocurrencies saw collective declines, with Bitcoin dropping nearly 3% to $91,260, and over 120,000 traders liquidated positions in the past 24 hours [7][8] Stock Market Outlook - Morgan Stanley's chief U.S. equity strategist predicts continued growth in the U.S. stock market driven by earnings, regulatory easing, and AI applications, with expected earnings growth of nearly 14% in 2026 [10] - Concerns remain regarding high valuations and capital intensity among large tech companies, prompting some analysts to adopt a more cautious stance [10] AI Sector Insights - Bridgewater's founder warns that the AI-driven surge in tech stocks may be in the "early bubble stage," with significant capital expenditures expected from major companies in the AI sector [11] - The anticipated capital spending in AI by Microsoft, Alphabet, Amazon, and Meta is projected to grow by 34%, totaling around $440 billion [11]
黄金再创新高,中概股回撤
Ge Long Hui· 2026-01-07 06:12
银行股延续强势,其中阿莱恩斯西部银行上涨141%,齐昂银行上涨1.08%,美国银行、高盛、摩根士丹 利、摩根大通等股均小幅收涨;花旗集团逆势收跌0.65%。 昨晚美股延续了强势,高开高走后全天震荡上行,截至收盘道指上涨0.99%,纳指上涨0.65%,标指上 涨0.62%。盘面上,银行股普涨,科技股延续分化,中概股高开低走,黄金继续拉升。 中概股高开低走,截至收盘中国金龙下跌0.78%,其中腾讯音乐大跌4.71%,爱奇艺下跌3.81%,阿里巴 巴下跌3.43%,理想汽车、百度等股跌幅均在2%上方;拼多多逆势收涨2.97%,贝壳上涨1.58%。 科技股延续分化,其中特斯拉大跌4.14%,超威公司下跌3.04%,苹果下跌1.83%,英伟达、谷歌、奈飞 等股均小幅收跌;高通逆势大涨3.48%,亚马逊上涨3.38%。 理财就是一场修行,有人修有人度,结果就是看谁踩准了点,把握住了机会。 COMEX黄金高开高走,截至收盘上涨1.03%报4505.7美元/盎司,盘中最低报4437.9美元/盎司,最高报 4508.3美元/盎司。 ...
柠萌影视(09857):新剧《轧戏》定档2026年1月9日 将于爱奇艺及东方卫视同步播映
智通财经网· 2026-01-06 11:07
智通财经APP讯,柠萌影视(09857)发布公告,由柠萌影视及旗下青柠萌出品,爱奇艺、东方娱乐联合出 品的沉浸式剧本杀都市甜愈剧《轧戏》,计划将于2026年1月9日起登陆爱奇艺恋恋剧场全网独播,东方 卫视同步播出。该剧由李欣蔚、石雨晨、施也、柳樾编剧,猫的树执导,齐帅担任总制片人,吴若妍担 任制片人,陈星旭、卢昱晓领衔主演。 ...
不止昆仑芯,李彦宏最该放权的还有萝卜快跑
3 6 Ke· 2026-01-06 09:34
Group 1 - Baidu's AI chip subsidiary, Kunlun Chip Technology Co., Ltd., has submitted a listing application to the Hong Kong Stock Exchange, aiming for an IPO [1] - Following the announcement, Baidu's stock price surged by 9.35%, reflecting market excitement over the potential of Kunlun Chip as a significant player in the domestic chip market [2] - There is speculation about whether Baidu's autonomous driving service, "Luobo Kuaipao," will also pursue an independent listing, given its growing recognition and market valuation [4] Group 2 - The potential split of Baidu's businesses, including Kunlun Chip and Luobo Kuaipao, is seen as a strategy for value realization, allowing for better market valuation and risk management [5][12] - Baidu's core advertising business is estimated to have a conservative valuation of $114 billion, while its AI cloud business could be valued at approximately $259 billion [6][9] - The autonomous driving segment, represented by Luobo Kuaipao, is projected to generate around $2.8 billion in revenue by 2025, with a potential valuation of $70 billion based on market comparisons [6][7] Group 3 - Historical examples of successful business splits within Baidu, such as the financial services group "Duxiaoman," demonstrate the benefits of independent operations [13] - The challenges faced by Baidu's various segments, including the need to overcome "big company syndrome," highlight the potential advantages of splitting into independent entities [16][18] - The competitive landscape for autonomous driving services is intensifying, with the need for Luobo Kuaipao to establish its own identity and operational independence to attract talent and investment [20][24]
盘前必读丨上海再出新政发展低空经济;宇树科技澄清不实信息
Di Yi Cai Jing· 2026-01-04 23:20
机构认为,2025年12月下旬的上涨或许是本轮春季行情起点。 【财经日历】 国内航线燃油附加费下调 国新办就长江经济带发展十年工作进展和成效举行新闻发布会 | い) 盘前必读 | // 外盘怎么样 // | | | | --- | --- | --- | --- | | 名称 | 现价 | | 涨跌幅 | | 道琼斯工业平均 | 48382.39c 319.10 = | | 0.66% | | 纳斯达克指数 | 23235.63c -6.36 | | -0.03% | | 标普500 | 6858.47c 12.97 0.19% | | | 当地时间上周五,美股三大股指涨跌互现,截至收盘,道指涨0.66%,纳指跌0.03%,标普500指数涨0.19%。 日内龙头科技股以下跌为主,拖累纳指微幅收跌。奈飞收跌2.95%,微软跌2.21%,亚马逊跌1.87%,Meta跌1.47%,苹果跌0.31%,谷歌母公司Alphabet收高 0.69%。 另一方面,芯片股表现强劲。受益于存储芯片需求预测上调,费城半导体指数大涨4%。美光科技收涨10.52%,领涨芯片板块;荷兰光刻机巨头阿斯麦 (ASML)大涨8.78%,超威半 ...
喜茶掉队、DeepSeek被它打败,2025年好品牌之争谁赢了
3 6 Ke· 2026-01-04 02:24
Group 1 - The brand index is used as a measurement standard for the public, calculated based on reader votes, with the highest voted brand in each category set to 100 for index processing [2] - The top five brands in various categories have been identified, with changes in rankings noted, including new entries and shifts in positions compared to the previous year [4][9] - The overall consumer sentiment indicates a cautious approach to spending, with a significant portion of respondents prioritizing product quality and reliability over brand loyalty [123][124] Group 2 - Heytea has fallen behind, with Guming Tea replacing it in the top five, and Guming Tea's store count reaching 11,179 with a net profit of 1.625 billion yuan, surpassing its total profit from the previous year [9] - Haidilao remains the top brand in the hot pot category, while KFC and McDonald's have swapped positions, with KFC slightly ahead [12] - The beverage market sees a return of Nongfu Spring to the top ranks, while Wahaha faces management turmoil, impacting its brand perception [15][17] Group 3 - In the beauty and personal care sector, Estee Lauder and L'Oreal dominate, with significant changes in rankings and the absence of local brands in the top positions [41] - Anta and Li Ning lead the sportswear category, with Li Ning rising to first place from fourth last year, while Adidas has returned to the rankings [45] - Douyin has surpassed Bilibili in the short video sector, with Douyin's daily active users reaching 600 million, while Bilibili has improved its profitability [55] Group 4 - The e-commerce landscape is evolving, with traditional platforms like JD, Meituan, and Taobao entering the instant retail competition, leading to significant financial investments in subsidies [73] - The AI app market is witnessing explosive growth, with ByteDance's products leading in active user numbers, indicating a shift towards AI-driven applications [80] - The adult product market is quietly rising, with brands like Durex and Okamoto leading the category [82] Group 5 - The home appliance market is characterized by intense competition, with Midea focusing on diversified business strategies, while Haier emphasizes high-end and localized operations [92] - Huawei continues to focus on the high-end market, with significant developments in its HarmonyOS ecosystem, while Apple faces challenges with its latest iPhone series [94][95] - The hotel industry is shifting towards new chain hotels, with traditional five-star hotels losing appeal as consumers seek more modern accommodations [116]
突然,集体暴涨!特朗普,发出威胁→
Qi Huo Ri Bao· 2026-01-03 00:24
Market Overview - On January 2, US stock indices opened higher, with the Dow Jones up 0.19%, S&P 500 up 0.58%, and Nasdaq up 1.03% [1] - The Philadelphia Semiconductor Index saw significant gains, with ASML rising over 7% and Micron Technology up nearly 6% [1] - Chinese concept stocks surged, with the Nasdaq Golden Dragon China Index soaring 4%, and notable gains in Baidu (up 11.35%) and others [1] Performance Summary - By market close, US indices showed mixed results; Nasdaq fell 0.03%, while S&P 500 rose 0.19% and Dow Jones increased by 0.66% [3] - Notable tech stocks had varied performances, with ASML and Micron reaching historical highs, while Tesla and Microsoft dropped over 2% [3] - The Nasdaq Golden Dragon China Index closed up 4.38%, with Baidu gaining 15% and other major Chinese stocks also performing well [3] Sector Highlights - Semiconductor stocks like Hua Hong Semiconductor and SMIC saw significant increases, with Hua Hong up over 9% [5] - The innovative drug sector also performed well, with notable gains in companies like Innovent Biologics and Hengrui Medicine [5] - The solar energy sector experienced a boost, with GCL-Poly Energy rising over 22% [5] Future Market Outlook - Goldman Sachs predicts a 38% upside potential for the Chinese stock market by the end of 2027, citing factors like easing core risks and favorable regulatory environments [6] - Analysts expect a "spring market" in A-shares, driven by improved market sentiment and increased trading volumes [7][8] - The A-share market has shown signs of recovery, with the Shanghai Composite Index breaking a previous downtrend and trading volumes rising above 2 trillion yuan [9][10] Investment Sentiment - Analysts note that the current market environment is more favorable compared to previous periods, with expectations of continued liquidity and supportive macro policies [10][11] - The anticipated "spring rally" is supported by historical trends and positive macroeconomic signals, with a focus on sectors like commercial aerospace and military [12][13]
新年首个交易日美股涨跌互现:芯片股领涨,中国资产一飞冲天
Di Yi Cai Jing· 2026-01-02 23:24
*美股三大股指涨跌互现 *芯片股领涨,美光科技飙高10.5%,英伟达涨1.3% 2日,美股涨跌不一。截至收盘,道指涨319.10点,涨幅0.66%,报48382.39点;纳指跌6.36点,跌幅 0.03%,报23235.63点;标普500指数涨12.97点,涨幅0.19%,报6858.47点,打破了过去三年标普500指 数在新年首个交易日均以下跌收盘的惯例。 作为2026年的首个交易日,美股整体交投相对清淡,盘中走势较为平稳,科技板块仍带动市场波动的主 要力量。不过,整体波动幅度有限,为因节假日而缩短的本周交易画上句号。周四(元旦)美股休市。 芯片股走势强劲,英伟达收高1.26% 日内龙头科技股以下跌为主,拖累纳指微幅收跌。奈飞收跌2.95%,微软跌2.21%,亚马逊跌1.87%, Meta跌1.47%,苹果跌0.31%,谷歌母公司Alphabet收高0.69%。 *中国资产一飞冲天,百度大涨15%,纳斯达克中国金龙指数飙高4.4% 新年首个交易日 有市场分析指出,受到消费者对马斯克政治立场不满情绪升温、美国电动汽车购车税收优惠到期以及海 外市场竞争加剧等多重因素影响,特斯拉在2025年失去全球最畅销电动汽车 ...