券 2026 年 1 月 29 日星期四 【实时热点】 【美国债市】 资料来源：BLOOMBERG、AASTOCKS、WIND、格隆汇、国元证券经纪（香港）整理 请务必阅读免责条款 1 证 【新股资讯】 研 究 报 告 美联储如期按兵不动，沃勒加入支持降息阵营 加拿大央行维持 2.25%利率不变 印度将立即大幅削减欧洲汽车关税至 30%至 35% 深圳五部门：全面优化 2026-2028 年消费环境 全国人口家庭发展工作会议：持续优化生育支持政策和激励 措施 央企 2025"成绩单"：资产超 95 万亿、利润 2.5 万亿 国家能源局：2025 年底全国发电装机达 38.9 亿千瓦，同比 增长 16.1% 多家房企称已不被要求上报三道红线 特斯拉 Q4 盈利超预期，停产 ModelS/X 产线转造人形机器 人 SpaceX 拟 6 月 IPO，估值 1.5 万亿美元 2 年期美债收益率持平报 3.596% 5 年期美债收益率涨 25.37 个基点报 3.823% 10 年期美债收益率跌 0.2 个基点报 4.239% | 序号 | 招股日 | 代码 | 简称 | | --- | --- | --- | --- ...

Voice AI attracts interest; Inside PhonePe’s IPO planWant this newsletter delivered to your inbox?Also in the letter:■ Shadowfax’s muted listing■ Pine Labs swings to black in Q3■ ETtech Done DealsVoice AI startups hear the sound of money as enterprises sign up Voice artificial intelligence (AI) startups Rising interest: Three Indian startups raised capital in January alone.Others, such as Navana AI, Vaani AI and JobsUPI, are looking to raise funds, founders told ET.The momentum mirrors global trends, where ...

·美联储将基准利率维持在3.50%~3.75%不变 ·鲍威尔：政策"用数据说话" 加息不在议程上 ·美财长贝森特力挺强势美元否认干预汇市 ·加拿大央行维持2.25%基准利率不变 【市场资讯】 ·美联储将基准利率维持在3.50%~3.75%不变，结束自去年9月以来的连续三次降息。尽管符合市场预 期，但政策声明透露出内部意见分化：理事米兰和沃勒投下反对票，主张降息25个基点。 ·美联储主席鲍威尔强调当前利率处于"中性区间上端"，既非紧缩也保留调整空间。他重申决策将严格 依据经济数据，若年中后关税相关通胀持续回落，"将表明可以放松政策"，并明确表示"加息并非任何 人的基本假设"。 ·在美国总统特朗普言论引发美元急跌后，财政部长贝森特迅速发声支持强势美元政策，强调其核心在 于夯实经济基本面。他明确否认美国曾干预外汇市场抛售美元、买入日元，并重申"资金自会流入"于政 策得当之时。 ·加拿大央行维持2.25%基准利率不变，为连续第二个月暂停调整。该行指出，受美国贸易政策不确定性 及地缘政治风险影响，未来货币政策路径高度不确定。 【资讯导读】 【全球市场动态】 ·道琼斯工业指数上涨0.02%报49015.6点，标准普尔50 ...

导语：文石以开放系统挑战Kindle，却深度依赖屏幕垄断商元太科技。此次IPO背后，也显露出现金 流紧张、业绩艰难、大手笔分红等隐忧。 电子屏，越做越薄了 当亚马逊Kindle于2023年6月30日正式宣布退出中国市场的信号枪打响后，整个行业陷入沉寂。 彼时有不少人断言，墨水屏这门"小众生意"已然穷途末路，然而，市场却给出了相反答案。 以下文章来源于凤凰网科技 ，作者凤凰网科技 凤凰网科技 . 凤凰科技频道官方账号，带你直击真相。 与Kindle仅支持自有书店和有限格式不同，文石展开了一条开放与差异化的路线：其自研的 BOOXOS系统兼容TXT、PDF、EPUB等数十种格式，更能安装微信读书、Kindle阅读、百度网 盘等第三方应用，这是行业内第一款跳出纯阅读场景的墨水屏产品，彻底区别于Kindle的封闭生 态。 这种安卓开放系统打破了内容壁垒，让用户无需局限于单一平台的资源。 一位常驻美国的用户告诉凤凰网科技："海外市场几乎都是封闭系统，而文石是开放安卓系 统。"另一位用户也认为，文石系统做得不错，"虽然偶尔有奇怪的bug和残影，但整体来看性价 比很高"。 与定位为"电子书"载体的Kindle不同，文石跳出 ...

Loading the player…paceX is reportedly lining up four major Wall Street banks for a 2026 IPO that could provide the reset the market needs. The company just completed a tender offer at an $800 billion valuation, and secondary market demand is through the roof. If SpaceX goes public anywhere near its rumored $1.5 trillion valuation, it could trigger an IPO cascade for other late-stage unicorns like OpenAI, Stripe, and Databricks. Watch as Equity host Rebecca Bellan chats with Greg Martin, Managing Director a ...

Organic food company Once Upon a Farm, known for its baby food and kids’ snacks, is resuming its IPO plans, per an SEC filing and Reuters. The company had initially planned to hold its IPO last year, though it paused it amid the government shutdown. But it filed an updated S-1 on Tuesday, which offered a price range of $17-$19 a share, indicating that the process has resumed, perhaps signaling that the overall IPO market is starting to thaw. The company is expected to make its debut on February 6, accord ...

Core Viewpoint - Organic food company Once Upon a Farm is resuming its IPO plans after pausing them last year due to a government shutdown [1][2] Group 1: IPO Details - The company filed an updated S-1 with a proposed price range of $17 to $19 per share, indicating a potential thaw in the overall IPO market [2] - Once Upon a Farm is expected to debut on February 6, according to IPO Scoop [2] Group 2: Company Background - Founded in 2015, Once Upon a Farm has actress Jennifer Garner among its co-founders, alongside Cassandra Curtis and Ari Raz [3] - The company aims to raise at least $208.9 million at a valuation of $764.4 million, with Goldman Sachs and J.P. Morgan as lead bankers [3] - To date, the company has raised nearly $100 million in funding from investors such as S2G Ventures and CAVU Consumer Partners [3]

IPO Landscape - 2026 is anticipated to be a super cycle for IPO activity, with many companies ready to go public [1] - IPO activity is expected to accelerate towards the end of Q1 and into Q2, with some companies already on the road with their offerings [1] - Mega IPOs like OpenAI, Anthropic, and SpaceX may adopt a more selective approach due to the large capital they intend to raise [1] Market Resilience - Despite geopolitical instability, US markets remain resilient, reaching new highs in the Dow and S&P 500 [2] - The IPO pipeline is diversified across multiple sectors, not solely reliant on the tech industry [2] - AI is recognized as a transformational technology, but companies from various sectors are preparing to go public [2] SunPower Inc. (NASDAQ:SPWR) - SunPower reported Q4 2025 revenue of $88.5 million, up from $70 million in the previous quarter, with an operating income of $3.5 million [9] - The company nearly doubled its sales force to approximately 2,000 representatives and provided conservative Q1 2026 revenue guidance of $84 million [10] - SunPower aims to reach $1 billion in revenue by 2028 and is involved in solar system sales and installation in the US [10] GlobalFoundries Inc. (NASDAQ:GFS) - GlobalFoundries' stock performance increased by 28.79% in the last month, with 27 hedge fund holders [11] - Citi raised its price target on GlobalFoundries to $42 from $35, maintaining a Neutral rating [11] - The company executed a definitive agreement to acquire Synopsys' ARC Processor IP Solutions business, aimed at enhancing capabilities in custom silicon solutions [12][13]

需要指出的是，信胜科技报告期各期境外销售收入占比均超过49%。公司外销主要客户 M.RAMZAN及其关联方位于巴基斯坦，LIBERTY、ALLIANCE等位于印度，上述客户作为品牌商与公 司稳定合作多年。报告期内，公司向巴基斯坦客户销售金额占各期主营业务收入的比例分别为 15.73%、7.64%、16.22%和13.44%，公司向印度客户销售金额占各期主营业务收入的比例分别为 20.47%、23.31%、24%和24.43%。不难看出，信胜科技2024年核心外销市场集中于印度和巴基斯坦， 来自这两个国家的销售收入占主营业务收入的40.22%。 1月16日，浙江信胜科技股份有限公司（下称"信胜科技"）迎来北交所上市委的审议，距离上市更 进一步，信胜科技的保荐机构为国信证券。 IPO日报注意到，信胜科技的实控人夫妇控股99.05%，业绩持续增长，近半来自外销，外销市场集 中于印度和巴基斯坦。 业绩持续增长 信胜科技成立于2004年，主营业务为电脑刺绣机的研发、生产和销售，同时涵盖刺绣机零配件与整 机的全产业链服务，旗下SINSIM及子品牌ERED产品已覆盖全球80多个国家和地区，广泛应用于服装、 家纺、汽车内饰、 ...

"我们能争取消费者的永远是产品……SKG最重要的优势还是在产品上面，我们不是营销驱动型的。"这 是2014年SKG创始人刘杰对外传递的核心主张。 然而十余年后，当这家靠着颈椎按摩仪走红的企业第三次向资本市场发起冲击，其招股书披露的种种数 据，似乎与这句宣言有不小反差。 2025年底，未来穿戴（SKG母公司）正式向港交所递交上市申请，这已是其继2022年冲击创业板、2024 年转战北交所失败后的第三次IPO尝试。营销与研发的严重失衡、核心产品增长乏力、盈利持续下滑、 举债分红等问题浮出水面，SKG的资本之路，能否成功闯关？ 此次在营收下滑、盈利缩水的经营压力下坚持赴港上市，核心诉求是 "融资救急" 还是 "战略布局"？现 金流紧张之下缘何急分红？如何确保募资真正用于提升企业产品长期竞争力？截至发稿前，南都·湾财 社暂未收到回复。 三战资本市场的背后 有无生存焦虑？ SKG的IPO征程，堪称一部充满波折的"闯关记"。时间回溯至2022年，彼时凭借王一博代言、头部综艺 赞助走红的SKG，带着"网红按摩仪鼻祖"的光环冲击创业板，然而仅一年后便因未披露的原因撤回申 请；2024年，公司转而瞄准门槛更低的北交所，却在20 ...