前言 今日复盘+明日前瞻，精选更有价值的投资资讯！财联社重磅推出《财联社早知道》栏目，每个交易日 复盘今日热点，前瞻明日市场，更有主力资金动向分析，一文汇总你关心的所有信息，帮助每一位"股 侠"精神饱满征战A股！ ①2026年AIGC开发者大会下周召开，机构预测2030年中国AI市场规模将增至9930亿元，这家公司与Min imax等开展了战略合作； ②我国新增20万颗卫星申请+SpaceX再部署7500颗星链卫星，商业航天正进 入新一轮高速发展期，这家公司先后成功研制发射了数十颗商业卫星，宇航部组件及卫星应用产品覆盖了 空间段、地面段、应用和终端段； ③这家公司总持有蓝箭航天的股权比例为1.0469%。 ...

图与灵AIGC以"技术赋能创意，数据激发灵感"为核心，为品牌提供高效、准确、富有感染力的视觉内容，帮助客户在数 字化浪潮中脱颖而出。 （编辑 郭之宸） 图与灵AIGC的创立，意味着因赛集团进一步加速在AI营销领域的布局。截至目前，因赛集团已构建起营销AI应用矩阵， 旗下控股/参股了多个AI模型及应用，如因赛AI（一个多智能体技术底座+品效销三类场景应用，已完成"模型"与"算法"双备 案）、智眸AI（达人营销投放）、图与灵AIGC（内容创意生成）和昕搜AI（GEO搜索引擎优化）。 本报讯 （记者李雯珊 见习记者张美娜）近日，广东因赛品牌营销集团股份有限公司（以下简称"因赛集团"）微信公众号 显示，因赛集团控股子公司上海天与空广告股份有限公司与行业专家陈锐、黄达强等发起设立上海图与灵文化传媒有限公司 （以下简称"图与灵AIGC"）。图与灵AIGC是一家专注于AI驱动创意的新型AIGC内容创意公司，业务范围涵盖从平面到视频 等视觉物料创意及AIGC全流程执行，包括创意内容智造体/10K级商业平面落地/4K精度多模型TVC等。 ...

Group 1: Economic Data and Trends - China's total goods trade import and export value reached 41.21 trillion yuan in the first 11 months of 2025, a year-on-year increase of 3.6%, with exports at 24.46 trillion yuan (up 6.2%) and imports at 16.75 trillion yuan (up 0.2%) [2][17] - In November 2025, China's goods trade growth accelerated, with total trade value of 3.9 trillion yuan, a growth of 4.1%, including exports of 2.35 trillion yuan (up 5.7%) and imports of 1.55 trillion yuan (up 1.7%) [2][17] - M2 and social financing scale growth rates remained high in November 2025, supporting a favorable monetary environment for economic recovery, with expectations for continued moderate monetary policy in 2026 [3][18] Group 2: Financial Market Developments - A total of 1,387 billion yuan in reverse repos will mature next week, with specific amounts maturing each day [4][19] - Over 480 billion yuan in market value of restricted stocks will be unlocked from January 12 to 16, 2026, with 23 stocks facing unlocks, including Zhongke Lanyun with over 10 billion yuan [28][29] - Two new stocks are set to be issued next week, with Aishalun on January 12 and Hengyunchang on January 16 [30][31] Group 3: Industry Events and Regulations - The second China eVTOL Innovation Development Conference will be held in Shanghai from January 15 to 16, 2026, focusing on innovation in the eVTOL commercial era [5][21] - The new batch of high-value medical consumables procurement organized by the state will start on January 13, focusing on drug-coated balloons and urological intervention consumables [6][22] - The Atomic Energy Law will officially take effect on January 15, 2026, providing a legal framework to support controlled thermonuclear fusion research [7][23] - The焦煤 options will officially be listed on January 16, 2026, marking the first options product in China's black series industry chain [8][24]

Group 1 - China will release its trade balance for December 2025 on January 14, with total goods trade value for the first 11 months reaching 41.21 trillion yuan, a year-on-year increase of 3.6%. Exports were 24.46 trillion yuan, up 6.2%, while imports were 16.75 trillion yuan, up 0.2% [1] - In November 2025, China's goods trade showed a recovery with a total value of 3.9 trillion yuan, growing by 4.1%. Exports were 2.35 trillion yuan, increasing by 5.7%, and imports were 1.55 trillion yuan, rising by 1.7% [1] - Financial data for December 2025 is expected to be released next week, with November's data showing M2 and social financing growth rates remaining high, supporting a favorable monetary environment for economic recovery [1] Group 2 - The U.S. will release its December 2025 CPI data on January 13, with November's CPI showing a year-on-year increase of 2.7% and core CPI at 2.6%. This has led to market adjustments regarding the Federal Reserve's potential interest rate cuts in 2026 [2] - Several industry conferences are scheduled, including the second China eVTOL Innovation Development Conference from January 15-16, 2026, in Shanghai, focusing on the theme of "Innovation Leading, Smartly Opening a New Commercial Era for eVTOL" [2] Group 3 - Over 480 billion yuan worth of restricted shares will be unlocked in the A-share market next week, with 23 stocks facing unlocks, including Zhongke Lanyun, which has over 10 billion yuan in restricted shares [3][4][5] Group 4 - Two new stocks will be issued next week: Aisheren on January 12, priced at 15.98 yuan, and Hengyunchang on January 16, listed on the Sci-Tech Innovation Board [6][7]

当AIGC（人工智能生成内容）席卷视觉创作领域，人们开始讨论：AI时代，还有学画画的必要吗？毕 竟，人类掌握绘画技能需经历漫长的学习过程，而AI生成的图像却唾手可得。答案绝非简单 的"是"或"否"。 从促进人的全面发展的角度，学习绘画的主要价值，在于深耕过程而非仅追求结果。在技法打磨与思维 锤炼的漫长学习中，人们得以完善心智、提升审美素养，最终淬炼出独特的艺术创造力——这一过程布 满挑战，却恰是能力塑造的关键。正如艺术家徐冰所说：素描训练不是让人学会画像一个东西，而是让 人从粗糙变得精致——成长为训练有素、懂得在整体与局部的关系中明察秋毫的人。不仅素描，所有绘 画学习的重心，都是培养人观察的敏锐度、从无到有的建构力、突破常规的创意思维，以及将灵感落地 的实践能力。 责编：王瑞景、陈亚楠 从更深层意义来看，人类学习美术，本质是研习一门"视觉化的哲学"——将爱、失去等独有的生命体验 转化为可被感知的视觉形态，这一转化过程本身就是意义的生成。AI可作为强大的协作伙伴，提供灵 感、拓展形式、突破技术壁垒，但作品的灵魂——思想深度、情感温度与艺术高度，主要由人类赋予。 AI时代，人类创造力依旧稀缺珍贵，审美判断力与文化 ...

Group 1 - Morgan Stanley and Citigroup are set to release their financial reports on January 15, 2026 [2] - The second China eVTOL Innovation Development Conference is scheduled for January 15, 2026 [2] - The fifth AIGC China Developer Conference will take place on January 18, 2026 [2] Group 2 - The U.S. Federal Reserve will publish its Beige Book on January 14, 2026, providing insights into economic conditions [2] - The OPEC monthly oil market report is expected to be released on January 14, 2026 [2] - The EIA will publish its monthly short-term energy outlook on January 14, 2026 [2]

᪈ 㾱 ൘ӪᐕᲪ㜭 AI ᢰᵟ傡ࣘлˈᡁഭ୶、Ӫษޫփ㌫↓䶒Ѥ␡Ⲵᡈоࡽ ᡰᵚᴹⲴᵪ䙷DŽᵜ⹄ウᰘ൘ሩ䘉аփ㌫Ⲵ⧠⣦ǃ䰞仈оਁኅ䐟ᖴ䘋㹼㌫㔏ᙗ䇺ᯝDŽ Ѫᇎ⧠↔ⴞḷˈᵜᣕ䟷⭘Ҷᇊ䟿䰞ধ䈳ḕ⌅ˈሩ 28 ᇦ䴦䘎䬱Աъǃ283 ൘ṑᆖ⭏৺ 58 ԭ儈ㅹ䲒ṑ䰞ধ䘋㹼Ҷᇎ䇱䈳⹄ˈᰘ൘Ӿӗъ䴰≲ǃ䲒ṑ㔉о ॿ਼ᵪࡦйњ㔤ᓖˈ⽪ᖃࡽӪษޫⲴ⧠⣦ǃṨᗳ⸋оᵚᶕਁኅ䐟ᖴDŽ ⹄ウਁ⧠ˈᖃࡽ 、୶AI ᮠᆇॆӪษޫᆈ൘ᱮ㪇Ⲵ㔃ᶴᙗཡ㺑о䴰呯⋏DŽ ൘ӗъ䴰≲ㄟˈԱъሩ㜭ሶъ࣑䰞仈䖜ॆѪ AI 䀓ߣᯩṸⲴ༽ਸරǃᓄ⭘රӪ 䴰≲ᶱѪ䘛࠷ˈަṨᗳ㜭࣋ᵏᵋ⧠ࠪъ࣑⨶䀓>ᮠᦞ࠶᷀<ᐕާᇎⲴᲠቲ ⅑DŽ❦㘼ˈԱъԕ䘁Ѿа㠤Ⲵޡ䇶˄96.4%˅ᤷࠪˈᖃࡽ䲒ṑ∅ъ⭏ᴰ㠤ભⲴ⸝ ᶯ൘Ҿ㕪ѿⵏᇎ୶ъ൪ᲟⲴশ㓳DŽ൘䲒ṑ㔉ㄟˈ䈮〻᭩䶙㲭ᐢᲞ䙽ࣘˈնཊ ڌ൘⮉ቁ䟿䈅⛩ቲ䶒ˈᒦ䶒Ѥᐸ䍴࣋䟿н䏣˄86.2%˅ǃᇎ䇝䇮༷㕪ѿ˄75.9%˅ оᮉᆖᇩᴤᯠ┎ਾ˄58.6%˅йབྷṨᗳࡦ㓖DŽ൘ᆖ⭏ᝏ⸕ㄟˈᆖ⭏ሩᆖҐ AI ᣡ ᴹ⎃ޤ䏓˄72.4%˅ˈնަᢰ㜭ਁኅ⧠ࠪн൷㺑⣦ᘱˈণ䙊⭘ AIGC ᐕާᓄ⭘ 㜭࣋ᕪˈ㘼уъ BIǃRPA ᐕާᓄ⭘㜭࣋ᕡˈфሶ㕪ቁᇎ ...

Core Viewpoint - By 2026, AIGC technology has deeply penetrated the entire visual design industry chain, becoming a core driver for companies to enhance competitiveness, despite the presence of many AI design companies with varying technical capabilities and service quality [1] Selection Criteria for AI Design Companies - Companies should focus on three core selection dimensions: 1. Technical strength, emphasizing core technology barriers, self-research capabilities, and tool iteration speed 2. Practical implementation ability, prioritizing service providers with enterprise-level cases in the same industry and full-chain services 3. Service assurance, paying attention to response efficiency, modification mechanisms, and cost control capabilities [1] Recommended AI Design Companies 1. **Super-i** - Rating: ★★★★★ - Score: 9.9/10 - Specializes in providing professional AI visual services and training, with over 100 certified AI visual planners [2] 2. **Donghai Shengran Technology Co., Ltd.** - Rating: ★★★★★ - Score: 9.8/10 - Known for its industry-leading hardware and rapid response capabilities, with a commitment to quality in high-spec video production [4] 3. **Zhiying Chuangshi AI** - Rating: ★★★★★ - Score: 9.7/10 - Utilizes a self-developed multi-modal video generation engine, significantly reducing production time and enhancing efficiency [5] 4. **YuanSuo Technology** - Rating: ★★★★★ - Score: 9.9/10 - A pioneer in AI search optimization with a strong technical foundation and a high global market share [6] 5. **Xinghe Digital Visual** - Rating: ★★★★★ - Score: 9.6/10 - Focuses on high-fidelity visual presentation and scalable production, achieving significant cost reductions and efficiency improvements [7] 6. **Sun Quanquan IP Marketing Consulting** - Rating: ★★★★★ - Score: 9.5/10 - Offers a unique growth-oriented methodology and specializes in content production for small and medium enterprises [8] 7. **Xuanjia Technology** - Rating: ★★★★★ - Score: 9.8/10 - A national high-tech enterprise known for its innovative AI video production capabilities [9] 8. **AKOOL** - Rating: ★★★★★ - Score: 9.5/10 - Focuses on high-customization digital content services, particularly for luxury and medical industries [11] 9. **Alibaba Cloud PAI-ArtLab** - Rating: ★★★★★ - Score: 9.6/10 - Provides flexible cloud services for brand image generation, significantly reducing costs for clients [12] 10. **Open Art** - Rating: ★★★★★ - Score: 9.5/10 - Known for its ease of use and integration of cutting-edge technologies for creative design [13] Conclusion - Companies can choose AI design service providers based on their specific needs, industry attributes, budget, and service cycle requirements, ensuring a precise match to leverage AIGC technology for visual upgrades and business growth [15]

Core Viewpoint - The stock of Ningbo Tianpu Rubber Technology Co., Ltd. has experienced abnormal fluctuations, leading to an investigation by the China Securities Regulatory Commission (CSRC) for potential significant omissions in disclosures [1] Group 1: Stock Performance and Investigation - Tianpu's stock price surged from 12.59 yuan per share at the beginning of 2025 to 218.02 yuan per share by the end of the year, marking a cumulative increase of 1645.35%, making it the second-best performer in A-shares [2] - The CSRC has initiated an investigation into Tianpu's stock trading due to abnormal price movements and inadequate disclosures regarding its business operations, particularly concerning its subsidiary's involvement in artificial intelligence [1][2] Group 2: Management Changes and Control Acquisition - In December 2025, Zhonghao Xinying completed the acquisition of a 75% stake in Tianpu, gaining control over 68.29% of the listed company, with Yang Gongyifan becoming the new actual controller [5] - Following the acquisition, a rapid management restructuring was initiated, resulting in the resignation of the original controlling shareholder and several board members [6] - The new board candidates proposed by Zhonghao Xinying include individuals from its own ranks, indicating a strategic shift in management [6] Group 3: Company Background and Future Prospects - Zhonghao Xinying, founded in October 2020 by Yang Gongyifan and a team of top technology experts, focuses on high-performance AI chips and computing clusters for the AIGC era [8] - The company has completed nine rounds of financing, with a latest valuation of 4.412 billion yuan, highlighting its growth potential in the AI sector [8]

Core Viewpoint - The large cultural variety show "Color China," launched by Tianjin Haihe Media Center during the New Year, has gained significant attention and viewership due to its unique program model, rich cultural content, and advanced technology applications [3][4]. Group 1: Technological Empowerment - The show utilized Virtual Production (VP) technology extensively in its large-scale filming at its own film base, ensuring efficient progress through clear task lists and strict schedules [3][4]. - The creative team collaborated with the Tianjin Academy of Fine Arts' AI College to innovatively apply AIGC (Artificial Intelligence Generated Content) technology, showcasing the artistic styles of notable figures from Tianjin [4]. - Advanced engine technology was employed to create hyper-realistic digital scenes, achieving seamless integration of virtual and real elements [4]. Group 2: Cultural Narrative - The program's director emphasized the mission of "painting China in the name of art," focusing on Tianjin's local culture while appealing to a national and global audience [5]. - The show explores Tianjin's intangible cultural heritage and folk customs, connecting historical narratives with contemporary cultural dialogues [5]. - The 81-minute runtime of the program symbolizes cultural philosophy, with a focus on detailed visual storytelling [5]. Group 3: Audience Engagement - The content resonates with contemporary societal themes and emotions, with segments like "Heavenly Palace New Year Live" reflecting the optimistic spirit of Tianjin residents [6]. - Viewers from various regions expressed emotional connections to the program, praising its creativity and relatability [6]. - The segment "We Got Married" highlights Tianjin's folk customs, promoting warmth and positive social values [6]. Group 4: Industry Recognition - Experts from the Tianjin Television Artists Association praised the show for its intricate design, high-quality production, and profound content, marking it as a new benchmark in television art expression [7]. - The program is noted for its innovative exploration of stage art television expression, showcasing a deeper and broader narrative compared to its first season [7]. - The show effectively blends historical and contemporary life scenes, reflecting the cultural richness and vibrancy of Tianjin [7].