1月5日，和讯投顾徐剑波表示，2026年A股迎来开门红，稳稳站上4000点，这波行情能否继续上冲？我 的观点是，行情可能真要启动了。其一，沪指逼近前高，创业板离3331点也仅一步之遥，蓄势突破或预 示行情来临；其二，目前成交额达2.5万亿，稳稳站在2万亿之上，资金全在进场抢筹，市场彻底转强。 不过必须提醒，12连阳后市场不大可能直接突破，大概率会震荡蓄势消化压力，待时机成熟再向上突 破，所以别纠结明天指数涨跌，重点应找分化后的新机会。今天最火题材是周末发酵的脑机接口，量化 开盘就冲进去，看似热闹，但我更看好低位题材数字货币。这波数字货币有政策支持，央行行动方案1 月1号正式落地，新一代数字人民币计量框架管理体系全上线，数字人民币从数字现金升级为数字存款 货币，这是本质性转型，意义重大。一方面，数字人民币能生利息，大家会更乐意使用；另一方面，银 行有推广动力，以前光投入没回报，现在能放贷赚钱，自然会使劲推，而且数字货币还能产生智能合 约，让生活更便利。此外，保险板块今天大涨6个点，商业航天、脑机接口偏情绪，保险大涨则说明大 资金真的入场了，可期待期盼已久的春季行情。最后，祝大家2026年从开门红开始，持仓一路涨 ...

"在 1.0 阶段，数字人民币主要承担的是数字现金功能，重点解决'能不能用、好不好用'的问题，更多属 于支付体系层面的创新。而《行动方案》明确提出'以账户为基础、体现为商业银行负债'，意味着数字 人民币正式纳入商业银行资产负债表和现有货币统计、监管体系之中。"高金智库资深研究员、上海科 【环球网财经报道 记者谭雅文】数字人民币App迎来重要版本更新，升级至2.0版本后，钱包里的余额 开始显示利息了。其计结息规则与活期存款一致。此前已有中行、农行、工行、建行等8家银行发布公 告，宣布数字人民币计付利息，当前执行年利率为0.05%。 1月1日启动实施的《关于进一步加强数字人民币管理服务体系和相关金融基础设施建设的行动方案》 （以下简称《行动方案》）明确，银行机构为客户实名数字人民币钱包余额计付利息，遵守存款利率定 价自律约定。这从机制上明确了数字人民币将从数字现金时代迈入数字存款货币时代。 中国人民银行党委委员、副行长陆磊撰文表示，银行可以对数字人民币钱包余额自主开展资产负债经营 管理，由存款保险依法提供与存款同等的安全保障。对非银行支付机构而言，数字人民币保证金与非银 行支付机构客户备付金无差异。 专家认为，这 ...

Group 1 - The market opened strong on the first trading day of 2026, with the ChiNext Index rising over 1.00% and the Shanghai Composite Index increasing by 0.45%, reaching a high of 3994.77 points during the session [1] - Sectors such as brain-computer interfaces, oil and gas, precious metals, and commercial aerospace showed significant gains, with nearly 3400 stocks in the Shanghai and Shenzhen markets rising [1] - Precious metals and gaming sectors led the gains, while the commercial aerospace concept stocks opened high, with companies like Goldwind Technology and Aerospace Science & Industry Corporation hitting the daily limit [3] Group 2 - Blue Arrow Aerospace's IPO was accepted, aiming to become the "first commercial rocket stock," with plans to raise 7.5 billion yuan for projects related to reusable rocket capacity and technology enhancement [4] - Market sentiment was reflected in stocks like Fenglong Co., which hit the daily limit for the sixth time, and other commercial aerospace stocks such as Shenkong Co. and China Satellite, which opened significantly higher [7] - Other sectors like robotics and digital currency also saw varied performances, with some stocks opening lower despite the overall market strength [7]

Satellite Internet - Blue Arrow Aerospace's IPO on the Sci-Tech Innovation Board has been accepted, aiming to raise 7.5 billion yuan, with a focus on reusable rockets [1] - Starlink announced it will provide free broadband service to the people of Venezuela for one month [3] Artificial Intelligence - Wall Street is seeing active IPOs and financing, with companies like Biran Technology experiencing a significant stock price increase, and Suiyuan Technology completing IPO guidance [4] - Google and Anthropic reported strong demand for TPU, while there are rumors of significant price increases for NVIDIA and AMD GPUs starting next month [4] Semiconductor - The Big Fund has increased its stake in SMIC H-shares, and TrendForce has revised upward its expectations for DRAM and NAND contract price increases in Q1 2026 [5] - TSMC has received U.S. permission to transport equipment to its Nanjing plant and plans to raise prices for advanced processes [6] Robotics - Reports suggest that Tesla's Optimus V3 mass production review has been completed, with seven Chinese companies as core suppliers, targeting a production capacity of 50,000 to 100,000 units by the end of the year [7] New Energy - Tianci Materials has released an annual forecast, confirming that Q4 performance is on track [9] Nuclear Fusion - The all-superconducting tokamak experiment has achieved significant physical breakthroughs, providing a basis for high-density operation [10] - The first nuclear fusion conference of the year will be held from January 16 to 17 in Hefei [11] Autonomous Driving - Tesla owners have achieved "full self-driving across the United States" for the first time [13] Digital Currency - State-owned banks will start paying interest on digital RMB real-name wallet balances at current account rates from January 1 [14] Market News - The New Year speech mentioned advancements in artificial intelligence, semiconductors, aerospace, and robotics across multiple sectors [15] - Companies are required to disclose annual performance forecasts by January 31 [16] - Market pricing clues for 2026 indicate sustained high growth, broad recovery, U.S. inflation, and Chinese domestic demand [17] Market Observation - On the last trading day before the holiday, the transaction volume reached 2.05 trillion yuan, with indices closing in the green but not reaching 4,000 points [18] - The satellite internet sector successfully crossed the year-end, with funds remaining in the market, and there is potential for healthy pullbacks to provide better entry opportunities [18]

交易信息汇总资金流向 12月31日主力资金净流出314.26万元，占总成交额4.29%；游资资金净流入41.9万元，占总成交额 0.57%；散户资金净流入272.36万元，占总成交额3.72%。 董秘最新回复 投资者： 董秘你好！请问公司可有卫星通信终端制造，以及数字货币研发，后续可有联合麒麟软件发 展壮大的打算。 董秘： 尊敬的投资者您好，公司业务暂不涉及卫星通信终端制造、数字货币。公司业务具体情况以公 司定期报告及其他相关公告为准。敬请广大投资者审慎理性决策，注意投资风险。 当日关注点 来自交易信息汇总：12月31日主力资金净流出314.26万元，占总成交额4.29%。 截至2025年12月31日收盘，*ST汇科(300561)报收于14.71元，上涨0.41%，换手率2.08%，成交量5.02万 手，成交额7326.5万元。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

截至2025年12月31日收盘，旋极信息(300324)报收于5.98元，下跌0.17%，换手率4.09%，成交量69.86万 手，成交额4.16亿元。 董秘： 尊敬的投资者您好！公司在航天、航空领域提供了大量的测试验证工具和服务，包括载人航 天、C919大飞机等工程，也受到过相关单位表彰，情况属实。感谢您的关注。 当日关注点 来自交易信息汇总：12月31日主力资金净流出3828.94万元，占总成交额9.2%。 交易信息汇总资金流向 董秘最新回复 投资者： 董秘晚上好，近期商业航天概念如火如荼，各国都在积极备战航空领域，数不胜数的卫星遍 布高中低轨道，而这么多的卫星且属于不同势力，比如今天日本提出的太空战，那么卫星安全或者太空 安全可能更需要我们关注，基于此，请问贵司有无太空安全或者卫星安全相关的技术储备？谢谢 董秘： 尊敬的投资者您好！公司围绕行业数字化、行业数据智能、安全可信为主线进行智能化产品体 系规划及产品研发，为行业客户包括航空、航天领域客户提供产品、解决方案以及专业化服务。太空安 全是一个很广泛的安全范畴，公司在可信安全技术上积累多年，并有众多案例。公司的安全可信产品可 以为卫星、地面站和卫星终端 ...

Group 1: Market Dynamics - The precious metals market experienced significant volatility, with silver rising nearly 150% and gold surpassing $4,300 per ounce, marking the strongest annual performance since 1979 and indicating a systemic loss of confidence in the global monetary system centered around the US dollar [1] - The US dollar index (DXY) fell over 9% in 2025, with a 10.6% drop in the first half of the year, representing the worst performance since the collapse of the Bretton Woods system in 1973 [2] Group 2: Monetary Policy and Dollar Credibility - The decline in the dollar's purchasing power is driven by a collapse in the credibility of the Federal Reserve's policies, with three interest rate cuts since September 2025, bringing the federal funds rate down to 3.5%-3.75% [3] - There are concerns about the politicization of monetary policy under the Trump administration, which could lead to a repeat of the 1970s "Great Inflation" scenario, where a lack of discipline in monetary policy resulted in a collapse of dollar credibility and a 2,300% increase in gold prices over a decade [3] Group 3: De-dollarization Trends - Central banks globally are significantly increasing their gold reserves, with emerging economies like China, India, Turkey, and Russia leading the charge, indicating a strategic shift away from the dollar [4] - Geopolitical tensions, such as the Ukraine conflict, have heightened awareness of the risks associated with over-reliance on dollar assets, prompting a reassessment of the dollar's safety [4] Group 4: Gold and Silver as Strategic Assets - Gold's status as a non-sanctionable and non-freezable ultimate settlement asset has been elevated, while the internationalization of the renminbi is creating a parallel payment system, enhancing gold's role as a neutral medium of exchange [5] - Silver's price surge reflects both its financial attributes and a surge in industrial demand, particularly driven by its role in the electrification and green transition [7][8] Group 5: Structural Changes in Precious Metal Demand - The buying structure for precious metals has fundamentally shifted, with central bank purchases, private accumulation, and industrial demand providing stronger support compared to the past decade dominated by ETFs and futures [9] - The disconnect between "paper gold" and "physical gold" indicates a growing preference for tangible assets over financial derivatives, reflecting a loss of confidence in dollar-denominated financial assets [9] Group 6: Historical Context and Future Outlook - Current market conditions are often compared to the 1979-1980 gold bull market, but a more accurate reference may be the 1971-1974 period following the Nixon shock, where gold prices rose nearly 400% amid a vacuum in monetary order [10] - The ongoing rise in precious metals is not merely speculative but represents a collective vote of global capital against the dollar-centric monetary logic, signaling an irreversible loss of confidence in the existing unipolar currency system [10][11]

Core Viewpoint - The digital renminbi is transitioning from the 1.0 era of digital cash to the 2.0 era of digital deposit currency, with a new management and service framework set to be implemented by January 1, 2026 [1] Group 1: Digital Currency Development - China is a pioneer in digital currency exploration, having initiated theoretical research and closed testing of the digital renminbi in 2014, with pilot programs starting in 2019 [3] - The digital renminbi ecosystem has been preliminarily established, following a path that relies on central bank leadership and integration with commercial financial institutions [3] - The digital renminbi 2.0 will be a modern digital payment and circulation method, issued and circulated within the financial system, featuring functions such as value measurement, value storage, and cross-border payment [3][4] Group 2: Operational Framework - The transition to digital renminbi 2.0 retains the successful core elements of the previous phase, particularly the dual-layer operational structure that separates management and operation [4] - The People's Bank of China will establish a digital renminbi management committee to oversee relevant business lines and ensure comprehensive functional regulation [5] - The operational management centers for digital renminbi will be located in Beijing and Shanghai, focusing on system security and cross-border business operations [5] Group 3: Technological Integration - Digital renminbi 2.0 will combine account-based management with blockchain efficiency, utilizing a hybrid architecture that incorporates both account and blockchain characteristics [6] - The digital renminbi will leverage smart contracts and digital technologies to enhance payment services, moving from electronic to digital payment [8][10] - Blockchain technology will be applied not only in cross-border payments but also in the digitalization of real-world assets, with platforms established for various financial services [11] Group 4: Changes in Currency Structure - The digital renminbi will shift from being a central bank liability to a digital deposit currency, allowing banks to manage digital renminbi wallet balances as part of their asset-liability operations [8] - Digital renminbi wallet balances will earn interest and be included in the banks' balance sheets, enhancing the stability of commercial banks' liabilities [8][9] - The digital renminbi will maintain its equivalence to fiat currency, ensuring interoperability and convenience for users [9]

比特币升破91000美元，涨幅为1.12%。 责任编辑：钟离 财经频道更多独家策划、专家专栏，免费查阅>> ...

（文章来源：每日经济新闻） 每经AI快讯，1月2日，比特币升破90000美元，日内涨1.37%。 ...