Market Review - Gold and silver prices experienced significant fluctuations, with London spot gold dropping below $4,580 per ounce and silver falling below $84 per ounce after reaching historical highs the previous trading day [1] - Asian stock markets opened higher, with the Nikkei 225 index rising by 1.67% and the Korean Composite Index increasing by 0.81% [1] - U.S. stock indices closed higher, with the Dow Jones Industrial Average up 0.17% at 49,590.20 points, the Nasdaq up 0.26% at 23,733.90 points, and the S&P 500 up 0.16% at 6,977.27 points [1] - Notable gains were seen in popular Chinese stocks, with the Nasdaq Golden Dragon China Index rising by 4.26%, Alibaba increasing by over 10%, and Bilibili and Xpeng Motors rising by nearly 9% and over 8%, respectively [1] Company News - Google's market capitalization surpassed $4 trillion, following an announcement of a partnership with Apple to enhance AI capabilities, including a significant upgrade to Siri later this year [2] - Planet Labs' stock reached a new historical high after announcing a multi-year agreement with the Swedish Armed Forces worth "low nine figures" [2] - Nvidia and Eli Lilly announced a $1 billion investment over five years to establish a joint research lab in the San Francisco Bay Area, aimed at accelerating AI applications in the pharmaceutical industry [2] - Meta Platforms' CEO Mark Zuckerberg revealed plans for a new initiative called "Meta Compute," which aims to build "tens of gigawatts" of AI infrastructure by the end of 2030 [2] Institutional Research - Moody's latest report indicates that to support the explosive growth of AI and cloud computing, trillions of dollars must be invested in servers, computing devices, data center facilities, and additional power capacity [3] - An estimated $3 trillion will flow into data center-related investments over the next five years, primarily from large tech companies due to their increasing demand for data centers and power capacity [3]

Core Viewpoint - The future of AI hardware is firmly rooted in China, as evidenced by the recent intelligent hardware exhibition held by Alibaba Cloud, which showcased over 1,500 AI hardware products, indicating a significant leap in the industry [2][5][12]. Group 1: AI Hardware Exhibition Insights - The Alibaba Cloud exhibition featured more than 1,500 AI hardware products, with 180 items debuting simultaneously at the CES in the U.S., covering a wide range of consumer sectors from digital devices to home entertainment [5][12]. - The exhibition presented a strong "booth feel," with various AI products displayed in a way that encouraged hands-on interaction, highlighting the diversity and accessibility of AI technology [6][8]. - The event underscored the concepts of "emergence" and "generalization," indicating that AI capabilities are rapidly expanding across various industries, leading to unprecedented product proliferation [8][12]. Group 2: Future Trends in AI - By 2026, a second wave of AI development is anticipated, characterized by rapid technological iterations and a significant reduction in the time required for technology deployment, from 5-10 years to 2-3 years [14][17]. - The shift towards "physical AI" is expected to redefine industries, particularly in automotive and heavy machinery, as AI becomes integrated into traditional sectors [14][16]. - The distinction between consumer and enterprise applications of AI is becoming clearer, with enterprise applications poised to drive deeper value and productivity enhancements, potentially increasing global GDP by 10% [17][18]. Group 3: Competitive Landscape - The competition in AI is evolving into a dual-track approach, where traditional industries leverage AI for transformation while "AI-native companies" explore new business models [19][20]. - Chinese industries are focusing on traditional manufacturing, new energy vehicles, and agriculture, utilizing cloud services to enhance efficiency and reduce costs [20][22]. - The emergence of "AI-native companies" is fostering innovation across various sectors, with a notable rise in startups that utilize generative AI for content creation and other applications [24][26]. Group 4: Infrastructure and Cloud Computing - The foundational infrastructure for AI is transitioning from a "Token factory" to an "AI super factory," emphasizing the need for comprehensive cloud services that support both immediate and advanced AI applications [30][32]. - Companies like Alibaba Cloud are expanding their global infrastructure to meet the increasing demand for AI capabilities, supporting Chinese enterprises in their international ventures [37][38]. - The integration of AI into cloud computing is essential for realizing the full potential of AI technologies, as it enables efficient data processing and model deployment [36][38].

各医疗援疆团队高度重视"传帮带"工作，投入更多精力为兵团培养医务人员、增强兵团医疗服务能力。 医疗援疆团队积极发挥"团队带团队""专家带骨干""师傅带徒弟"人才培养机制作用，累计为一师医院培 养109名骨干医师，推动发表学术论文262篇，协助32人成功申报兵团、师市科技项目，大幅提升了该院 医疗服务水平。 北京协和医院、天津市眼科医院、北京医院3家医院的15名援疆专家，帮助推动兵团医院眼科诊疗能力 跻身全疆前列；河南省累计选派259名援疆专家支援十三师新星市，成功引进并实施填补区域空白的新 技术66项，协助建成11个专病特色科室。在医疗援疆专家的帮扶支持下，兵团二、三级综合医院实施的 三、四级手术占比达63%，实现了多种大病不出兵团、多种中病不出师市、常见小病在团场就能得到有 效救治。 兵团卫生健康委相关负责人表示，"十五五"时期，将不断完善"互联网+医疗健康"支撑体系，充分发挥 援疆省市在人工智能、大数据、云计算等数字技术和互联网医疗健康应用方面的先发优势与成熟经验， 拓展辅助诊疗、健康管理、远程医疗等人工智能应用场景，实现优质医疗资源向边疆延伸、向基层下 沉，持续推动兵团卫生健康事业高质量发展。 本报乌鲁 ...

邦彦技术股份有限公司关于签订战略合作协议的进展公告 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688132 证券简称：邦彦技术 公告编号：2026-006 ● 本次签订的《资金服务型总代理商合作协议》（以下简称"本协议"或"协议"）系双方基于战略合作关 系对具体合作的约定，实际采购情况以双方最终签署《产品订货单》为准。 ● 在本次合作协议的履行过程中，如遇宏观经济波动、行业政策变化、需求预测调整等因素，有可能会 影响协议的正常履行，存在一定的风险和不确定性。如合同在有效期内顺利执行，则会对公司未来业绩 产生积极影响，最终对公司业绩及当年损益的实际影响，将以经审计机构确认的结果为准。敬请广大投 资者谨慎投资，注意投资风险。 一、合作概述 邦彦技术股份有限公司（以下简称"公司"）与伟仕佳杰（重庆）科技有限公司（以下简称"伟仕佳杰"） 基于各自的技术优势和渠道资源，达成长期战略合作伙伴关系，于2024年11月签订了《战略合作协议暨 邦彦云PC产品全国总代理授权协议》，具体内容详见公司于2024年11月6日在上海证券交易所网站 （www.sse.com.cn）披露的《关于签订战略合作协议暨新产品发布 ...

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday at 22:00, which include significant stock market updates such as suspensions, investments, acquisitions, and performance reports, helping investors identify potential opportunities and risks [1] - A company specializing in internet digital marketing has gained recognition from leading clients like Xiaohongshu, launching multiple AI application robots [1] - Another company has set a target for AI revenue between 500 million to 600 million yuan by 2026, focusing on AI, cloud computing, and low-altitude economy [1] - A company involved in brain-computer interfaces and AI pharmaceuticals aims to achieve revenue exceeding 110,000 yuan from its brain-computer interface products by 2025 [1]

（原标题：三七互娱：目前已投资的脑机接口公司包括华南脑控及强脑科技） 人民财讯1月12日电，三七互娱1月12日在互动平台表示，公司目前已投资的脑机接口公司包括华南脑控及强脑科技，分别投资2000万元人民币及 2000万美元。 相关ETF 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌:0.89%。 (产品代码：159869) ★ 跟踪：中证动漫游戏指数 近五日涨跌: 9.79% 市盈率： 40.89倍 资金流向: 最新份额为93.0亿份,增加 了9400.0万份,净申赎1.4 亿元。 估值分位:60.08% 市盈率： 20.39倍 资金流向: 最新份额为102.1亿份,增 加了1800.0万份,净申赎 1000.9 万元。 估值分位:20.18% 游戏ETF 估值分位: 98.26% 云计算50ETF (产品代码: 516630) ★ 跟踪： 中证云计算与大数据主题指数 近五日涨跌: 15.13%。 科创50ETF (产品代码: 588000) ★ 跟踪：上证科创板50成份指数 近五日涨跌: 7.77% 市盈率:178.22倍 资金流向: 最新份额为534.9 ...

一、不是每一轮行情，财务总监都能被看见 过去几年，市场给了很多公司高光时刻；但坦率地说，并不是每一家高速增长的企业里，财务总监都会走到台前。 有的公司涨势很猛，但财务角色始终隐身；有的CFO兢兢业业，却只存在于年报签字页。 不过新易盛是个例外。 当它在2025年成为光模块板块里最耀眼的那匹黑马，截至去年12月底，股价涨幅为444.84%，是AI算力板块中涨幅最大的一只股。 而市场在讨论技术路线、产能爬坡、行业周期的同时，也应该开始注意到一个名字：林小凤。 90后上市公司财务总监（履职时年仅30）——这个标签本身就足够稀缺，但真正值得拆解的，并不是年轻本身，而是她为什么能在一家公司飞速上 行的阶段，稳稳站住这个位置。 二、新易盛的高光，并非忽如一夜春风来 如果把新易盛的成长史拉长来看，它并不是典型的风口公司。这家公司最早只是光通信设备的代理商，长期处在产业链的低端位置，直到合并重组 完成制造能力转型，才真正进入光模块赛道。 但即便如此，在很长一段时间里，新易盛的产品仍以中低速率为主，市场存在感并不强。 真正的转折，发生在2018—2019年。 管理层基于对云计算趋势的判断，把研发资源大幅倾斜到100G、400G ...

Core Viewpoint - The recent national business work conference emphasized the importance of developing service trade, with various regions like Guangdong, Guizhou, and Henan outlining plans for high-quality service trade development by 2026 [1][2]. Group 1: Service Trade Development Goals - Guizhou aims for service import and export to exceed 12 billion by 2027, with digital delivery services accounting for over 35% of total service trade [1]. - By 2030, Guizhou targets service import and export to reach 14 billion, increasing the share of digital delivery services to 45% [1]. - The average annual growth rate of service import and export during the 14th Five-Year Plan period is expected to exceed 5% [1]. Group 2: Characteristics and Drivers of Growth - The service trade in China is showing steady growth, with knowledge-intensive services accounting for nearly 40%, becoming a core driver of this growth [2]. - High-level opening-up is identified as a key driver for stimulating service trade growth, with various regions enhancing their foreign trade platforms [2][3]. Group 3: Strategic Initiatives - Measures such as implementing a negative list for cross-border service trade and creating national service trade innovation development demonstration zones are expected to enhance service trade capabilities [3]. - Focus areas for growth in 2026 include artificial intelligence services, green services, and high-end productive services [3]. Group 4: Recommendations for Improvement - To enhance the "gold content" and "intelligence content" of service trade, reliance on technological innovation and the application of new technologies is essential [4]. - There is a need to deepen integration between service trade and manufacturing, developing productive services like R&D design and supply chain management [4]. - The promotion of institutional openness and alignment with high-standard trade rules, particularly in sectors like healthcare and education, is crucial for achieving breakthroughs [4].

Group 1: Market Overview - The lithium carbonate price has surged, with the main contract closing at 156,060 CNY/ton, marking a 113.37% increase over the past four months [3] - The A-share market saw a record trading volume of 36,449.71 billion CNY on January 12, 2024, with the Shanghai Composite Index rising by 1.09% to 4,165.29 points [1][2] - The media industry index experienced a significant increase of 7.8%, the highest daily gain since October 9, 2024 [2] Group 2: Lithium Carbonate Supply and Demand - The recent surge in lithium carbonate prices is attributed to tightening supply and explosive terminal demand, influenced by new regulations on mining projects [5][6] - The demand for lithium carbonate is expected to grow significantly due to the booming electric vehicle market, with wholesale sales of new energy passenger vehicles projected to reach 15.319 million units in 2025, a 25.2% year-on-year increase [6] - The new energy storage market is anticipated to become a new growth driver for lithium carbonate demand, with a projected increase in global electrochemical storage demand by 60% in 2026 [7] Group 3: Company Performance and Stock Movements - Ganfeng Lithium has seen an 8.67% increase since December 2025, with the company optimistic about the future demand growth driven by electrification and energy storage markets [11] - Salt Lake Co. has forecasted a net profit of 8.29 to 8.89 billion CNY for 2025, representing a year-on-year growth of 77.78% to 90.65%, supported by rising prices of potassium chloride products [11] - Lithium mining concept stocks received significant inflows, with net purchases exceeding 4.583 billion CNY, indicating strong investor interest [8]

中国发展网讯据山东省泰安市发展改革委消息，2025年以来，泰安市坚持稳中求进工作总基调，认真贯 彻落实中央和省委、市委决策部署，坚持链式思维，突出"双向赋能"，规上服务业保持平稳增长，发展 质量不断提高。 民营经济是推进中国式现代化的生力军，是高质量发展的重要基础。2025年1至11月份，全市共有规模 以上民营服务业企业544家，占全市规上服务业企业总量的82.8%，营业收入同比增长13.0%。全市民营 经济稳健运行，带动作用发挥有力。(泰安市发展改革委) 2025年1至11月，现代服务业引领增强，营利性服务业增势良好。随着互联网、大数据、云计算、人工 智能等新兴技术的日益成熟，新兴服务业步入发展快车道，1至11月份，泰安市规上现代服务业营业收 入同比增长14.3%。同时，营利性服务业作为保障民生、稳定就业的重要行业，在促进经济社会发展和 产业结构优化升级等方面支撑作用日益明显，全市规模以上营利性服务业企业营业收入同比增长 17.2%。 随着现代服务业高质量发展不断深入和各项扶持政策相继出台、落实，泰安市服务业经营主体不断发展 壮大，规上服务业持续扩容提质，行业增长面总体较好。2025年1至11月份，该市规模 ...