1、 2026年首个交易日，港股市场迎来"开门红"。恒生指数收涨2.76%，报26338.47点；恒生科技指数大 涨4%，报5736.44点；恒生中国企业指数涨2.86%，报9168.99点。 港股"GPU第一股"壁仞科技上市首日 盘中一度涨近120%，最终收涨75.82%，市值逾820亿港元；百度集团涨超9%，旗下昆仑芯已向港交所 提交主板上市申请。大市成交额1408.64亿港元，较前一交易日有所增加。 2、国家大基金传来大消息。香港交易所信息显示，2025年12月29日， 国家集成电路产业投资基金股份 有限公司在中芯国际H股持股比例从4.79%升至9.25%。 2、 为保障畜牧业安全生产，近日， 财政部会同农业农村部下达中央财政农业生产防灾救灾资金5.12亿 元，重点支持内蒙古、四川、云南、西藏、甘肃、青海、宁夏、新疆等8个牧区省份开展越冬饲草料储 备工作，对购买、调运饲草料给予适当补助，助力饲草料保供、畜牧业生产平稳越冬。 3、 1月1日是海南封关后的第一个假期首日，海南文旅市场热度翻倍。据去哪儿旅行数据，1月1日，三 亚入境机票量增幅超过5倍。三个免税店所在商圈附近酒店入住量均有大幅增长，多个免税店附 ...

Market Performance - On January 2, 2026, U.S. stock markets showed mixed results with the Dow Jones Industrial Average rising by 0.66% to 48,382.39 points, and the S&P 500 increasing by 0.19% to 6,858.47 points, while the Nasdaq Composite fell by 0.03% to 23,235.63 points [1] - The Nasdaq Composite index was affected by declines in several major tech stocks, including Tesla down 2.59%, Microsoft down 2.21%, Amazon down 1.88%, Meta down 1.41%, and Netflix down 2.97% [2] Semiconductor Sector - The semiconductor sector experienced a significant rally, with the Philadelphia Semiconductor Index rising by 4%, driven by strong performances from AI chip stocks [5] - Notable individual stock performances included Micron Technology up over 10%, TSMC up 5.19%, Intel up 6.72%, and AMD up 4.35% [5][6] - TSMC received a U.S. government annual license to export chip manufacturing equipment to its Nanjing plant, which has garnered market attention [7] Chinese Stocks - Chinese stocks saw a strong performance on the first trading day of 2026, with the Nasdaq Golden Dragon China Index rising by 4.38% [8] - Key individual stock movements included Alibaba up 6.24%, NetEase up 7.22%, Baidu up 14.97%, and JD.com up 2.89% [10][11] Electric Vehicle Market - BYD topped the global electric vehicle sales chart, with approximately 2.26 million pure electric vehicles sold in 2025, marking a nearly 28% increase from 2024 [11] - Tesla's total vehicle deliveries for 2025 were approximately 1.64 million, slightly above market expectations of 1.6 million [12] Economic Indicators - The final value of the U.S. Manufacturing PMI for December 2025 was reported at 51.8, unchanged from expectations and the previous value, but down from 52.2 in November [13] - Despite manufacturers increasing production in December, the economic outlook for early 2026 appears less optimistic, with rising costs for U.S. businesses continuing to outpace those of competitors in other major economies [13]

Market Performance - On January 2, 2026, the US stock market opened higher but closed mixed, with the Dow Jones Industrial Average rising by 0.66% to 48,382.39 points, the S&P 500 increasing by 0.19% to 6,858.47 points, while the Nasdaq Composite fell by 0.03% to 23,235.63 points [1][2]. Technology Sector - The Nasdaq Composite index was dragged down by some major tech stocks, with Tesla dropping by 2.59%, Microsoft by 2.21%, Amazon by 1.88%, Meta by 1.41%, and Netflix by 2.97% [2]. - The semiconductor sector saw a significant increase, with the Philadelphia Semiconductor Index rising by 4%. Notable individual stock performances included Micron Technology up over 10%, TSMC up 5.19%, Intel up 6.72%, and AMD up 4.35% [6]. Chinese Stocks - Chinese stocks experienced a strong performance on the first trading day of 2026, with the Nasdaq Golden Dragon China Index rising by 4.38%. Key individual stock movements included Alibaba up 6.24%, NetEase up 7.22%, Baidu up 14.97%, and JD.com up 2.89% [11][13]. Semiconductor News - TSMC received an annual license from the US government to export chip manufacturing equipment to its Nanjing plant in 2026. Additionally, Nvidia and AMD plan to significantly raise GPU prices starting from the beginning of the year due to soaring memory prices [9]. Economic Indicators - The final value of the US Manufacturing PMI for December 2025 was reported at 51.8, unchanged from expectations and the previous value, but down from 52.2 in November. This indicates that while manufacturers continued to increase production, the outlook for early 2026 appears less optimistic [16].

美股AI芯片股走高，英特尔(INTC.O)涨超5%，AMD(AMD.O)涨4.4%，台积电(TSM.N)涨3.8%，博通 (AVGO.O)、英伟达(NVDA.O)涨近3%。 本文源自：金融界AI电报 ...

智通财经1月2日讯（编辑 周子意）2026年1月2日，美股将迎来其新一年的首个交易日。周五盘前时段，美股三大期指普遍上涨。 | US 500 | US500 | 6.879.9 | 6.853.4 | 6.892.0 | 6.850.7 | | | --- | --- | --- | --- | --- | --- | --- | | = Nasdag 100 Futures | NQH26 | 25,692.75 | 25,497.00 | 25,742.75 | 25,474.50 | +23 | | = US 30 | 0330 | 48,200.1 | 48,088.1 | 48,301.9 | 48.085.4 | +1 | 截止发稿，标普500指数期货涨0.51%，纳斯达克100指数期货涨0.93%；道琼斯指数期货涨0.28%。 明星科技股盘前集体走高，阿斯麦大涨近6%，美光科技涨超3%，台积电、特斯拉、Palantir涨超2%，英伟达、英特尔、AMD、博通涨近2%。热门中概股美 股盘前多数走高，百度盘前涨逾10%，哔哩哔哩涨逾4%，阿里巴巴涨逾3%。 贵金属板块，现货白银重回74美元，黄金站上4 ...

近期反复提到科技对市场的引领，百度今日在港交所公告，1月1日，昆仑芯已透过其联席保荐人以保密 形式向香港联交所提交上市申请，以申请批准昆仑芯股份于香港联交所主板上市及买卖。迄今，昆仑芯 累计完成数万卡部署，包括已点亮昆仑芯三万卡集群，可同时支撑多个千亿参数大模型训练。未来，百 度智能云将把昆仑芯单一集群的规模从三万卡进一步扩展至百万卡级别，昆仑芯2025年全年营收预计约 50亿元人民币，"体量稳居国产前三"；高盛在去年12月研报中指出，参考同类公司估值，百度所持昆仑 芯59%股权的价值区间为 30 亿至110亿美元。麦格理证券估算这一股权价值约165亿美元，占其给予百 度目标估值的30%。百度的昆仑芯上市的话直接提升估值，今天百度集团(09888)涨超9%，带动阿里巴 巴(09988)、腾讯控股(00700)、网易(09999)等科网巨头均涨超4%。 "港股GPU第一股"壁仞科技(06082)首挂上市，认购火爆，超额认购1583.50倍。每股定价19.60 港元，今 日开盘35.7港元，溢价82%，盘中一度冲高到42.88港元，之后获利盘涌出，收盘回撤到34.46港元，壁 仞科技的核心竞争力在于其自主研发的壁 ...

中国基金报记者 泰勒 大家好，今天A股休市，但外围市场涨疯了。相信假期归来的时候，咱们的市场，开门红的概率应该会很高！ 一起看看今天市场发生了什么事情。 中国资产暴涨 1月2日，港股开年大涨，恒生指数收涨2.76%，恒生科技指数涨4%。 半导体板块涨幅居前，华虹半导体涨超9%，中芯国际涨超5%。 | < W | Wind香港半导体(887132) | | | | --- | --- | --- | --- | | | 15732.27 1147.88 7.87% | | | | | only | | wn r | | 资料 | 成分 资讯 相关基金 | | 月度收益 | | 名称 | | 现价 | 涨跌幅 -- | | 壁仍科技 | | 34.460 | 75.82% | | 6082.HK | | | | | 华虹半导体 | | 81.300 | 9.42% | | 1347.HK | | | | | 中芯国际 | | 75.100 | 5.11% | | 0981.HK | | | | | ASMPT | | 81.200 | 4.84% | | 0522.HK | | | | | 中电华大科技 | | ...

本文源自：金融界AI电报 美股热门中概股盘前普涨，网易(NTES.O)涨6.1%，蔚来汽车(NIO.N)涨5.5%，阿里巴巴(BABA.N)涨 4.13%，理想汽车(LI.O)涨近3%，京东(JD.O)、台积电(TSM.N)、拼多多(PDD.O)涨超2%。 ...

台积电美股盘前涨超2%，现报310.0美元。 来源：滚动播报 ...

【导读】2026年开门红，港股暴涨，韩国、英国股市创下新高 中国基金报记者 泰勒 大家好，今天A股休市，但外围市场涨疯了。相信假期归来的时候，咱们的市场，开门红的概率应该会很高！ 一起看看今天市场发生了什么事情。 01-02 16:09:06 昨收 25630.54 成交额 1408.64亿 26338.47 25717.42 成交量 105.87亿 +707.93 +2.76% 今开 上涨 平盘 下跌 84 1 3 最高价 12.09 26345.63 市盈率 近20日 0.93% 25717.42 1.27 最低价 2.76% 市净率 今年来 分时 五日 日Ｋ 周Ｋ 月Ｋ 更多 [0] 叠加 均价: -- -26345.63 - -2.79% 24915.45 16:00 09:30 12:00/13:00 半导体板块涨幅居前,华虹半导体涨超9%,中芯国际涨超5%。 中国资产暴涨 1月2日，港股 开年大涨 ，恒生指数收涨2.76%，恒生科技指数涨4%。 W 恒生指数(HSI) Wind天井北日休10071991 | < W | 10070004151110071021 | | Q | | --- | -- ...