Group 1 - The core viewpoint indicates that the A-share market continues to show strong investor interest despite profit-taking, with a clear upward trend supported by robust market fundamentals [1] - The macro environment is expected to remain favorable for mid-term investments, with anticipated acceleration in local government special bond issuance and central budget investments [1] - January marks the disclosure window for listed companies' performance forecasts, with a significant rebound expected in year-on-year growth rates for 2025 earnings reports [1] Group 2 - The ongoing market rally has exceeded expectations, emphasizing the importance of broad-based investments while right-side funds are inclined to actively position in high-growth sectors such as AI, new energy, and robotics [2] - Left-side funds are advised to seek opportunities during market pullbacks while maintaining a focus on low-position Hong Kong tech stocks and dividend assets to enhance portfolio resilience [2] Group 3 - Relevant ETFs include broad-based options like the CSI 300 ETF and A500 ETF, as well as high-growth assets such as AI ETFs and robotics ETFs [3] - Low-position Hong Kong tech ETFs and dividend-focused ETFs are also highlighted, with some funds offering the lowest fees in their respective categories [3]

2026 年 1 月 7 日，马斯克的 173 分钟播客对话上线。节目录制于 2025 年 12 月底。 在节目中，他给出了明确的时间表： 2026 年实现 AGI，三年内机器人超越外科医生，2030 年 AI 智力超越全人类总和。 实现这一切的关键不是算法，而是电。 大多数人严重低估了电的重要性。电力获取、工厂建设、设备散热，这些工程问题正在成为 AI 发展的 真正制约。 为此，他正在孟菲斯建设吉瓦级 AI 工厂，特斯拉也将启动 800 万平方英尺的机器人产线。 整场对话的核心是 AI、能源、机器人三者的关系： 当外界还在讨论 AI 能否辅助医生时，马斯克已将目光投向了完全替代。 他预判，三年内机器人外科医生的专业能力将全面超越人类。在他看来，这不是实验室愿景，而是工程 路线图上的明确节点。 相较于人类，Optimus（擎天柱）机器人拥有无法比拟的物理优势：它不需要休息，没有生理震颤；它 能通过红外线和紫外线光谱获取超越肉眼的感知；最关键的是"云端学习"，一台机器掌握了某种复杂手 术，全球所有机器人将即刻同步这一技能。 在他看来，真正的分水岭已经到来。接下来的 AI 竞赛不再只是算法之争，而是对物理世界的掌 ...

华纬科技（001380.SZ）1月8日在投资者互动平台表示，公司发展始终以市场为导向，如市场对公司有 相关需求，公司也会有相应的技术储备来回应市场。公司目前与多家机器人领域相关企业接触、送样， 并且已有部分人形机器人弹簧的小批量订单，具体客户情况因保密原则不方便透露。 每经AI快讯，有投资者在投资者互动平台提问：在人形机器人关节，尤其是手指等精密部位，看似不 起眼的小小弹簧承担着刚性支撑与缓冲减震等关键功能，堪称机器人的"机械韧带"。请问公司是否与人 形机器人及灵巧手头部企业建立了业务联系，并实现找批量供货？公司针对人形机器人业务发展有何规 划？ （记者 王晓波） ...

Core Viewpoint - The A-share market experienced a strong start in 2026, with the Shanghai Composite Index nearing 4100 points, marking a 10-year high. The overall market performance in 2025 showed significant growth, with the Shanghai Composite Index rising by 18.41%, the Shenzhen Component Index by 29.87%, and the ChiNext Index by nearly 50% [5]. Group 1: A-Share Market Performance - In 2025, the total market capitalization of A-shares surpassed 100 trillion yuan, with notable sector performances: non-ferrous metals, communications, and electronics saw increases of 94.7%, 84.8%, and 47.9% respectively, while food and beverage and coal sectors faced declines [5]. - The average net value growth rate of equity public wealth management products was 22.45%, with 20 out of 36 sample products exceeding a 20% growth rate [5][6]. Group 2: Top Performing Wealth Management Products - The top 10 wealth management products had an average net value growth rate of 41.06%, with industry/theme products leading the way. Notably, the "Sunshine Red New Energy Theme A" from Everbright Wealth and "Hua Xia Wealth Management Product 8" achieved growth rates of 72.36% and 59.79% respectively [6]. - Both top products exhibited high annualized volatility exceeding 28%, indicating a characteristic of high returns coupled with high risk [6]. Group 3: Future Market Outlook - Following the "opening red," the A-share market is expected to maintain an optimistic trend, with a focus on technology growth and resource cycles. Key sectors to watch include commercial aerospace, artificial intelligence, and robotics, as well as oil, petrochemicals, and non-ferrous metals [7]. - Analysts suggest that the market is poised for a spring rally, with structural opportunities in AI technology stocks and defensive allocations to benefit from the anticipated upward movement [7].

北京商报讯（记者 陶凤 王天逸）1月7日，铂力特在互动平台回复投资者称，公司已助力蓝箭航天、东 方空间、九州云箭、星际荣耀、星众空间等多个商业航天客户完成发射、飞行任务。在机器人领域，公 司与华力创、优必选等客户保持合作关系。 ...

Core Viewpoint - The company focuses its business development strategy on the sensor field, particularly in optical sensor integrated packaging and flexible composite materials applications across various sectors [1] Group 1: Business Focus - The company's strategic focus includes applications in low-altitude economy, drones, robotics, consumer electronics, wearable devices, and artificial intelligence [1]

Group 1 - The influence of individuals in business is often greater than that of stock investors, as business owners create extensive social networks through their operations, while stock investors primarily retain their profits for personal use [1][2] - Business owners typically have a profit structure where a significant portion of revenue is distributed to employees, suppliers, and taxes, enhancing their influence in the market [1] - The current market conditions show a decline in major companies like Alibaba and Tencent, attributed to lowered performance guidance, while Alibaba Cloud remains optimistic [2][3] Group 2 - The Hang Seng Technology Index is closely aligned with AI and robotics, indicating a strong potential for growth in these sectors, despite current market challenges [3] - The Hang Seng Technology Index has experienced a correction for over three months, suggesting that it may now offer better value for investors [4]

证券日报网讯 1月7日，骏鼎达在互动平台回答投资者提问时表示，公司机器人领域腱绳及保护套产品 目前仍处于业务对接与市场拓展阶段，相关产品的技术验证、客户合作洽谈正在有序推进中。机器人行 业具有技术迭代快、研发周期长、场景化验证要求高的特点，新业务从技术落地到市场成交需要一定周 期，后续市场开拓与商业化进展存在不确定性。敬请广大投资者理性投资，注意投资风险。 （文章来源：证券日报） ...

2026.01.07 今年的CES（国际消费电子展）演讲中，算力焦虑是一个不断被提起的话题。 当地时间1月5日，在与OpenAI总裁格雷格·布洛克曼（Greg Brockman）的对话中，AMD CEO苏姿丰笑 言，每次见到格雷格·布洛克曼，他都在说需要更多算力。 按照苏姿丰的预测，未来几年内需要将全世界的计算能力增加100倍。英伟达CEO黄仁勋给出的数据则 是，模型规模以每年10倍的速度增长，推理模型的输出每年增长5倍。为匹配算力需求，英伟达透露， 最新架构芯片吞吐量是前一代的10倍，苏姿丰则放话，有望4年内将AI芯片性能提升1000倍。 但如果考虑到芯片晶体管每年密度提升的速度，每年实现10倍的性能提升并不容易。在1月6日与第一财 经等媒体一个半小时的对话中，黄仁勋换上了一件新皮衣，谈话中多次提到芯片工艺技术逼近物理极 限，为了应对这个挑战，英伟达需要在半导体工艺之外做到更多。 本文字数：4318，阅读时长大约7分钟 作者 |第一财经 郑栩彤 刘佳 封图 |第一财经记者刘佳摄 英伟达走向了从芯片到整个计算机系统、数据中心的协同优化路径，在算力芯片之外看到更多。在对话 中，黄仁勋讲到英伟达在存储、能源、模型 ...