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 ...

Group 1 - The 2026 Consumer Electronics Show (CES) opened in Las Vegas, focusing on six key technology trends: artificial intelligence (AI), digital health, energy technology, enterprise technology, mobile technology, and robotics [2][3] - The CES exhibition covers over 2.6 million square feet and attracts more than 4,100 exhibitors from over 150 countries, including major companies like NVIDIA, Qualcomm, Amazon, Lenovo, TCL, BOE, and Hisense, as well as numerous innovative startups [3] - The event features hundreds of activities, including forums and seminars, with industry leaders such as AMD's CEO Lisa Su and Lenovo's CEO Yang Yuanqing discussing new trends in the consumer electronics industry [3] Group 2 - BOE showcased over 60 cutting-edge display technologies and IoT solutions, including the global debut of the "HERO2.0 smart cockpit," highlighting its innovations in AI and green low-carbon technology [3] - The robotics AI software company MARI, founded by Chinese scientists, made its debut at CES, winning the CES Innovation Award for its mobile autonomous intelligent robot system, and plans to collaborate with leading robotics manufacturers to promote the application of robotics technology in complex industrial scenarios [4] - The CES is recognized as a platform for innovators, with the Consumer Technology Association's CEO Gary Shapiro emphasizing the importance of global innovators in shaping future technological breakthroughs [5]

个人观点仅供参考，文章中任何内容均不对您构成任何投资建议，据此操作，风险自担。 股市有风险，投资需谨慎。 压单又来了，就在今天收盘时，中信出现了14.5亿的压单，很多人担心，这是不是意味着行情要调整 了？其实不然，前面有两次类似的情况发生，分别是9月17日和10月24日，对应的压单有30亿和10亿， 30亿那次确实调整了一下，但是没两天就涨回来了，而10月24日之后是直接高举高打，所以这个压单顶 多就是心理层面的一些影响，又或者是上峰想要慢牛的一种体现，短期看来或许市场有调整的需求，但 是14连阳创历史的走法，意味着短期如果有调整，也会吸引更多资金涌入进来，因此调整大概率会成为 踏空者上车的好机会。 说回到题材上，真是铁打的商业航天，流水的其他题材，今天商业航天再次出现13家涨停，而且咱们说 的两个特征得到体现，一个是高位核心辨识度的高抛低吸，另一个是低位补涨挖掘，接下来还是这样， 直到这个方向出现亏钱效应再说。其次就是芯片和机器人，这个昨晚我们刚讲过，人形机器人和国产芯 片倒仍有一战之力，今天这两块都有表现，芯片更是涨停14家，比商业航天还强，不过别忘了前面说 的，铁打的商业航天，流水的其他题材，既然前有脑 ...

证券日报网讯1月7日，奇德新材（300995）在互动平台回答投资者提问时表示，公司改性工程塑料、特 种工程塑料及碳纤维制品具有轻量化、高强度等特性，被广泛应用于新能源汽车、航空航天、机器人等 领域。 ...

Market Overview - The A-share market saw a slight increase on January 7, with the Shanghai Composite Index achieving a 14-day consecutive rise, closing up 0.05% at 4085.77 points. The Shenzhen Component Index rose 0.06% to 14030.56 points, while the ChiNext Index increased by 0.31% to 3329.69 points. The total trading volume in the Shanghai and Shenzhen markets reached 2.85 trillion yuan, an increase of 476 billion yuan compared to the previous trading day, marking the second consecutive day of trading volume exceeding 2.8 trillion yuan [1]. Sector Performance - The commercial aerospace sector was notably active, with over ten stocks hitting the daily limit, including Lushin Investment with 7 limit-ups in 9 days and Leike Defense with 6 consecutive limit-ups. The coal sector also saw significant gains, with Dayou Energy and Shaanxi Black Cat hitting the limit. Semiconductor equipment stocks continued their strong performance, with Zhongwei Company and Beifang Huachuang reaching historical highs. The photoresist concept stocks were active, with Guofeng New Materials achieving 2 limit-ups in 3 days, and Nanda Optoelectronics and Tongcheng New Materials hitting the limit. The controllable nuclear fusion concept showed strength, with China First Heavy Industries and China Nuclear Engineering hitting the limit [1]. Limit-Up Stocks - A total of 80 stocks (excluding ST and delisted stocks) hit the daily limit, with 23 stocks achieving consecutive limit-ups. The limit-up rate was 64%, with notable stocks including Shengtong Energy with 14 consecutive limit-ups, Fenglong Co. with 9 consecutive limit-ups, and Youbang Ceiling with 5 consecutive limit-ups. The commercial aerospace concept stocks such as Lushin Investment and Leike Defense were highlighted for their strong performance [1].

每经AI快讯，1月7日，Wind数据显示，A股市场共计98只个股涨停。机器人板块锋龙股份9连板；商业 航天板块雷科防务6连板、城建发展4连板；脑机接口板块多股连板，创新医疗、岩山科技等3连板。 每经AI快讯，1月7日，Wind数据显示，A股市场共计98只个股涨停。机器人板块锋龙股份9连板；商业 航天板块雷科防务6连板、城建发展4连板；脑机接口板块多股连板，创新医疗、岩山科技等3连板。 ...

Group 1 - The company, Slin Smart Drive, will officially establish a robotics components division in 2024, focusing on the research, production, and sales of robotics component products [2] - Currently, the company is primarily concentrating on the research and mass production of harmonic reducers, which are applicable in various scenarios including industrial robots, collaborative robots, and humanoid robots [2]

格隆汇1月7日丨中航光电(002179.SZ)在投资者互动平台表示，公司目前针对机器人领域已具备成熟的 互连解决方案。 ...

Group 1 - The market showed a slight increase with the total trading volume reaching 2.85 trillion yuan, an increase of 476 billion yuan compared to the previous day [6][2] - The number of stocks that rose, remained flat, and fell in the market was 3190, 107, and 2173 respectively [6][2] - The top three sectors with net capital inflow were banking (+28.14 billion yuan), coal (+12.43 billion yuan), and telecommunications (+9.03 billion yuan) [6][2] Group 2 - Huaxi Securities suggests that the spring market rally has started early, maintaining a bullish outlook [2][6] - The report emphasizes focusing on emerging growth sectors and opportunities related to the "anti-involution" trend, including AI computing power chains, AI applications, robotics, domestic substitution, commercial aerospace, and energy storage [2][6] - The report also highlights sectors benefiting from price increases, such as chemicals, new energy, and non-ferrous metals [2][6] Group 3 - Huabao Fund has launched three major broad-based ETFs tracking the China A50, A100, and A500 indices, providing investors with diverse options for investing in China [2][6] - The A50 ETF focuses on the top 50 core leading companies, while the A100 ETF encompasses the top 100 industry leaders [2][6]