港股晨报 港股回顾 点，跌幅随即扩大至 247 点，低见 23730 点，其后跌幅 一度收窄至仅 20 点，午后大盘走势偏软，尾盘沽压再 度扩大。截至收盘，恒指收报 23831 点，下跌 145 点或 0.61%；国指收报 9656 点，下跌 47 点或 0.49%，大市 成交进一步减至 827.99 亿。港股通录得净流入资金 4.84 亿，其中港股通(沪)净流入 2.83 亿，港股通(深)净 流入 2.01 亿。板块方面，本地地产、软件、5G 概念板 块跌幅靠前；黄金股逆市走强。 周一港股放量大涨，科网股全线大涨。恒生指数 收涨 1.44%，报 5863.2 点；恒生中国企业指数上 涨 1.90%。当日市场成交额为 3062.23 亿港元， 较前一交易日的 2451.3 亿港元明显放量。"全球 大模型第一股"智谱涨逾 31%。恒生科技指数成 分股中 23 只上涨，5 只下跌，其中金蝶国际上涨 12.16%，商汤-W 上涨 6.88%。跌幅方面，地平线 机器人-W 下跌 4.19%，零跑汽车下跌 1.25%。 美股市场 1. 美股周一摆脱美国司法部对联储局主席鲍威尔展 开刑事调查的负面影响，道指及标普 500 ...

1月13日热门中概股普涨，纳斯达克中国金龙指数（HXC）收高4.26%。 上涨股当中（按市值从高到低），台积电涨2.52%，阿里巴巴涨10.17%，网易涨4.73%，百度涨6.06%， 携程涨4.36%，京东涨4.35%，日月光半导体涨3.57%，中华电信涨0.21%，腾讯音乐涨2.25%，富途控股 涨5.39%，联电涨0.68%，小鹏汽车涨8.39%，贝壳涨3.64%，理想汽车涨2.28%，中通涨0.74%，华住酒 店集团涨1.94%，哔哩哔哩涨8.96%，中国新城农村涨1.42%，蔚来涨4.53%，新东方涨1.79%，BOSS直 聘涨0.21%，唯品会涨3.63%，万国数据涨7.40%，小马智行涨0.93%。 下跌股当中（按市值从高到低），拼多多跌1.51%，满帮跌1.43%。 美股周一收高，道指与标普500指数均创历史新高。投资者暂时忽略了美国司法部对美联储主席杰罗姆· 鲍威尔展开刑事调查的影响。美国总统特朗普要求将信用卡利率上限设定为10%。 道指涨86.13点，涨幅为0.17%，报49590.20点；纳指涨62.56点，涨幅为0.26%，报23733.90点；标普500 指数涨10.99点，涨幅为0 ...

海纳国际：将台积电(TSM.N)目标价从400美元上调至415美元。 本文源自：金融界AI电报 ...

[Table_Reportdate] 2026年01月12日 标配 [table_product] 相关研究 行 业 周 报 [Table_Authors] 证券分析师 方霁 S0630523060001 fangji@longone.com.cn 联系人 董经纬 djwei@longone.com.cn 联系人 方逸洋 fyy@longone.com.cn [table_stockTrend] 1.存储涨价势头不减，AI仍为 主线叙事——半导体行业12月 份月报 1. 英伟达获Groq推理技术授权，中 芯国际对部分产能实施涨价——电 子行业周报（20251222- 20251228） 2. 美光业绩指引超预期，小米大模 型展现推理性价比——电子行业周 报（20251215-20251221） 3. 美批准对华出售英伟达H200芯 片，博通AI半导体业务驱动业绩显 著增长——电子行业周报 （20251208-20251214） [Table_NewTitle] 英伟达Rubin平台正式发布，台积电 2025全年营收创新高 ——电子行业周报2026/1/5-2025/1/11 [table_main] 投资要点 ...

Group 1: Market Overview - The US stock market indices reached new historical highs following the non-farm employment report, with the Nasdaq up 0.81%, S&P 500 up 0.65%, and Dow Jones up 0.48% for the week [1][2]. - The Russell 2000 index, representing small-cap stocks, also increased by approximately 0.8%, indicating a broad recovery in risk appetite [4]. Group 2: Non-Farm Employment Data - The US non-farm employment data showed a mixed picture, with an increase of only 50,000 jobs in December, below the market expectation of 60,000, marking one of the smallest increases since the pandemic [9]. - The unemployment rate recorded at 4.4% was slightly better than the expected 4.5%, suggesting that the job market has not "suddenly stalled" [9]. - The three-month moving average of employment showed a decline of about 22,000 jobs, raising concerns about future consumer spending [10]. Group 3: Interest Rates and Dollar Index - Following the non-farm data release, the probability of a rate cut in January dropped significantly from 11.6% to 2.8%, while the probability of maintaining the current rate rose from 88.4% to 97.2% [10]. - The dollar index increased by approximately 0.25% to 99.13, marking its second consecutive week of gains, reflecting a temporary retreat from expectations of further easing [11]. Group 4: Semiconductor and Storage Sector - The storage chip sector saw significant activity, with Micron Technology's stock rising over 5% to reach a historical high, driven by strong demand for AI servers [12][13]. - Analysts have raised Micron's target price to the range of $350-$400, with a report from Mizuho increasing it from $290 to $390, highlighting "AI accelerators + storage + equipment" as key investment areas for 2026 [16]. - SanDisk, another key player in the storage sector, has seen its stock price increase by over 550% since its re-listing, with a further rise of approximately 30%-35% in the first nine trading days of 2026 [17]. Group 5: Semiconductor Industry Dynamics - The semiconductor industry experienced a collective surge, with Intel, TSMC, and ASML all benefiting from increased investment in AI infrastructure [21]. - Intel's stock rose over 10%, reaching a nearly two-year high, following the announcement of its new Core Ultra Series 3 processors aimed at enhancing local AI capabilities [26]. - TSMC reported a 20.45% year-on-year revenue increase for Q4 2025, driven by AI chip orders, which are expected to support high capital expenditures in 2026 [26].

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美国最高法院暂未公布对特朗普关税的判决，非农就业数据好坏参半，标普500涨0.6%，创新高，纳指100涨1%。周五与关税高度相关的股票盘中下跌。英 特尔大涨超10%，CEO此前与特朗普会面。甲骨文涨近5%。 非农报告强化了市场对于美联储1月维持利率不变的预期，对利率敏感的2年期美债收益率上行4.39基点。 中国财政部：4月起取消光伏等249种产品增值税出口退税，明年起取消电池产品增值税出口退税。 美国12月非农增5万人不及预期，失业率降至4.4%，年度增幅创2020年以来新低。"新美联储通讯社"称12月非农就业给按兵不动铺路，交易员预 计1月几无可能。特朗普"泄密"，提前12小时发帖曝光美非农就业数据。 美元四连涨，升至一个月高点。美元兑日元一度涨穿158，报道称日本首相拟解散议会，为提前大选铺路。 加密货币周五走低，比特币一度跌破9万美元。比特币在周初强劲上涨后回吐涨幅，全周大致收平。 现货黄金价格上涨0.7%，重回4500美元上方，本周累计涨超4%、重新逼近历史高位。现货白银涨3.8%，本周飙升10%。由于伊朗加强了对国内抗 ...

智通财经APP获悉，周四，美国总统特朗普在白宫会见了英特尔(INTC.US)CEO陈立武。此前美国政府 已购买了这家芯片制造商的股份，两人在会面中讨论了该公司新系列处理器的进展情况。 自去年 3 月份出任首席执行官以来，陈立武迅速采取行动，试图稳固这家陷入困境的芯片制造商的业 务。除美国投资外，英伟达和软银集团也分别收购了价值数十亿美元的股份。 尽管这些交易推高了英特尔的股价，但公司仍需证明其新产品能够赢回失去的市场份额。陈立武在本周 的一个行业会议上表示，英特尔已按计划在 2025 年底开始出货首批 2 纳米以下(18A)产品。公司本身目 前在部分芯片制造方面仍依赖于台积电。 特朗普在帖子中表示，政府已经为"美国人民赚取了数百亿美元"，尽管目前美国持股的实际收益尚未达 到这一数额。 在去年 8 月份购买时，美国的持股价值为 57 亿美元。到目前为止，政府所有权的很大一部分仍取决于 未来的发展。如果纳税人目前通过一项复杂的协议拥有所有可用股份，那么这笔持股价值将达到 277 亿 美元。目前，公共持股价值略高于 110 亿美元。 特朗普在其 Truth Social 网络平台上发帖，赞扬了英特尔所取得的进展。自 ...

Market Overview - The market experienced a significant rally on January 9, with the Shanghai Composite Index breaking through 4100 points and the Shenzhen Component Index rising over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.12 trillion yuan, an increase of 322.4 billion yuan compared to the previous trading day, marking the fifth time in history that the trading volume surpassed 3 trillion yuan [1] - Over 3900 stocks in the market rose, with more than 100 stocks hitting the daily limit up for two consecutive days [1] Sector Performance - The AI application sector saw a collective surge, with over 20 constituent stocks hitting the daily limit up, including notable performers like Yiyuan Media and Provincial Advertising Group [1][2] - The commercial aerospace sector initially dipped but saw a strong recovery in the afternoon, with over 40 stocks either hitting the daily limit or rising over 10%, including Lu Xin Investment and Goldwind Technology [1] - The controllable nuclear fusion concept continued its strong performance, with Hongxun Technology and China First Heavy Industries both achieving three consecutive limit ups [1] Stock Highlights - In the AI application sector, Zhi Te New Materials led the charge with five consecutive limit ups, followed by other stocks like Fast Elevator and Yiyuan Media [2][11] - In the commercial aerospace sector, Lu Xin Investment achieved four limit ups in 11 days, driven by its stake in Blue Arrow Aerospace [10] - The controllable nuclear fusion sector saw Hongxun Technology and China First Heavy Industries both achieving three consecutive limit ups, indicating strong investor interest [12] Trading Statistics - A total of 94 stocks hit the daily limit up across the market (excluding ST and delisted stocks), with 19 stocks achieving consecutive limit ups and a limit up rate of 67% [2] - The Shanghai Composite Index closed up 0.92%, the Shenzhen Component Index up 1.15%, and the ChiNext Index up 0.77% [1]

智通财经1月9日讯，市场震荡拉升，沪指高开高走突破4100点，深成指涨超1%。沪深两市成交额3.12 万亿，较上一个交易日放量3224亿，时隔73个交易日后再度站上3万亿大关，历史第五次突破3万亿。盘 面上，市场热点快速轮动，全市场超3900只个股上涨，连续2日超百股涨停。从板块来看，AI应用概念 集体爆发，二十余只成分股涨停，引力传媒5天4板，省广集团、会畅科技、粤传媒、易点天下涨停。商 业航天概念反复活跃，鲁信创投11天9板，中国卫通9天5板，金风科技4连板，航天电子6天4板。可控核 聚变概念延续强势，弘讯科技、中国一重双双3连板。下跌方面，脑机接口概念下挫，美好医疗、倍益 康跌超10%。截至收盘，沪指涨0.92%，深成指涨1.15%，创业板指涨0.77%。 板块方面 AI应用全线爆发，广告营销、AI医疗、游戏等细分均涨幅居前。众诚科技、天龙集团、易点天下、昆 仑万维、引力传媒，吉视传媒等个股涨停。 消息面上，2025年AI应用在消费层的渗透快速推进。根据QuestMobile上月统计数据，原生AI市场中豆 包1.55亿周活稳居榜首，DeepSeek8000万+、元宝2000万+位列二三席；年底发布的阿里 ...

1月9日，A股三大股指开盘走势分化，其中沪指涨0.09%，报4086.76点，深成指跌0.3%，报13917.78 点，创业板指跌0.69%，报3279.38点，科创50指数跌0.89%，报1442.22点。国产航母、油气开采、商业 航天、军工板块涨幅居前，存储芯片、能源金属、煤炭板块跌幅居前。油气股大面积高开，中国石化竞 价涨停，石化机械、泰山石油、上海石化、统一股份涨幅靠前；商业航天板块反复活跃，远东股份4连 板，中国一重3连板，中衡设计、盛洋科技、巨力索具2连板，银河电子涨停，中信重工、海格通信、天 箭科技跟涨。 盘面上，市场焦点股锋龙股份（10板）竞价涨停，商业航天概念股神剑股份（14天10板）高开0.95%、 鲁信创投（10天8板）竞价涨停、金风科技（9天5板）高开9.99%，福建本地股鹭燕医药（15天8板）低 开0.98%，AI应用概念股志特新材（创业板4板）竞价涨停、南兴股份（6天5板）低开3.24%，脑机接口 概念股普利特（4板）高开6.75%、爱朋医疗（创业板4天3板）低开6.03%，核电板块远东股份（3板） 竞价涨停、国机重装（2板）高开8.91%。 公司新闻 派瑞股份：公司与某供应商及其 ...