以下文章来源于见闻历 ，作者龙玥 见闻历 . 每天多看我一眼，投资赚的多一点。 | 时间 | | 内容 | 预期 | 前值 | | --- | --- | --- | --- | --- | | 1月18日 周日 | | | | | | 数据 | | 元 | | | | 事件 | | 元 | | | | 1月19日 周一 | | | | | | 10:00 | 10:00 | 中国 1至12月全国房地产开发投资 中国 12月规模以上工业增加值同比 | | -15.9% 4.8% | | 数据 | | | | | | 10:00 | | 中国 12月社会消费品零售总额同比 | | 1.3% | | 10:00 | | 中国 四季度GDP同比 | | 4.8% | | 09:30 | | 国家统计局公布70个大中城市房价 | | | | | 待定 | 荣耀将与泡泡玛特联名发布行业首款潮玩手机 | | | --- | --- | --- | --- | | | 待定 | 商务部:全国网上年货节1月19日至3月4日举行 | | | 事件 | 待定 | 长十二火箭预计发射 (待定) | | | | 待定 | 美股休市( ...

Group 1 - The article emphasizes the importance of leveraging local resources to strengthen and expand特色优势产业 (characteristic advantageous industries) as part of the rural revitalization strategy [1] - Hebei province is focusing on supporting and cultivating leading特色主导产业 (leading characteristic industries) and enhancing the deep processing of agricultural products, with the ice persimmon industry park in Baoding expected to produce approximately 88,000 ice persimmons daily, generating an annual output value of 165 million yuan, benefiting local farmers with an average annual income increase of nearly 20,000 yuan [3] - Hunan province is concentrating on特色优势产业 (characteristic advantageous industries) such as grain, livestock, fruits, and vegetables, establishing mechanisms to strengthen the industrial chain and enhance market competitiveness through improved breeding, deep processing, and cold chain logistics [3] Group 2 - Jilin province has allocated 500 million yuan in special funds to upgrade ice and snow tourism experiences, aiming for full coverage of county-level ice and snow tourism, thereby accelerating rural tourism development [5] - Fujian province is promoting the construction of "all-region ecological tourism towns" to enhance the quality of rural tourism, with initiatives like the flower sea camping and water viewing of plum blossoms in Fuzhou's Wanshi Village providing immersive winter rural experiences for visitors [5] Group 3 - Sichuan province is advancing digital rural construction to modernize agriculture, with a strawberry factory in Chengdu utilizing AI and IoT technologies for full digital and intelligent control, thereby increasing strawberry yields [7] - Guangdong province is building a modern rural industrial system that integrates cutting-edge technologies like artificial intelligence into特色农业 (characteristic agriculture), exemplified by the AI model in Maoming's lychee garden that connects pest control knowledge and weather data to enhance production efficiency [7]

Group 1: Resumption of Trading - Yanjiang Co. plans to acquire 98.54% of Yongqiang Technology through a combination of share issuance and cash payment, and will issue shares to raise supporting funds from Xiamen Yansheng and Xie Jihua, leading to stock resumption [1] - Shimao Energy has terminated its plan for a change in control, resulting in stock resumption [2] - Fenglong Co. has completed its suspension review, leading to stock resumption [3] - Minbao Optoelectronics is planning to issue shares and pay cash to acquire Xiamen Xiazhi Precision Technology and Jiangxi Maida Intelligent Technology, resulting in stock suspension [4] Group 2: Mergers, Acquisitions, and Capital Increases - Dongyangguang has completed the capital increase of its joint venture for the acquisition of 100% of Qinhuai Data China [5] - Chengtian Weiye plans to raise no more than 800 million yuan through a private placement for the industrialization of liquid cooling heat dissipation systems [6] Group 3: External Investments and Daily Operations - Wanrun New Energy's wholly-owned subsidiary is investing 1.079 billion yuan to construct a lithium iron phosphate project [7] - Iwo Biological has completed the summary report of Phase I clinical trials for dust mite membrane agents [8] - Dashengda's subsidiary in Hainan is investing 721 million Thai Baht and introducing strategic investor SENDA INTERNATIONAL with an investment of 128 million Thai Baht for capital increase in Thailand [9] - Lizhong Group's wholly-owned subsidiary Hebei Lizhong Alloy Group has signed a strategic cooperation agreement with a leading domestic new energy vehicle company to establish a joint innovation laboratory for the research and application of aluminum alloy materials for automotive/robotics [10] Group 4: Performance Changes - Cambridge Technology expects a net profit of 252 million to 278 million yuan in 2025, a year-on-year increase of 51.19% to 66.79%, driven by strong market demand from AI and global data center construction [11] - Lishang Guochao anticipates a net profit of 140 million to 170 million yuan in 2025, a year-on-year increase of 92.96% to 134.31% [12] - Lanke Technology expects a net profit of 2.15 billion to 2.35 billion yuan in 2025, a year-on-year increase of 52.29% to 66.46%, due to a significant increase in shipments of interconnect chips [13] - Shenghong Technology anticipates a net profit of 4.16 billion to 4.56 billion yuan in 2025, a year-on-year increase of 260.35% to 295.00%, primarily due to large-scale production of high-end products in AI computing, data centers, and high-performance computing [14] - Hongyuan Pharmaceutical expects a net profit of 113 million to 137 million yuan in 2025, a year-on-year increase of 119.57% to 166.20%, driven by sustained growth in the new energy vehicle market and rapid growth in the energy storage market [15] - China First Heavy Industries expects a net profit of -310 million to -460 million yuan for 2025, compared to -3.736 billion yuan in the previous year, with positive developments in the power station casting and nuclear power sectors [16] - Changxin Bochuang anticipates a net profit of 320 million to 370 million yuan in 2025, a year-on-year increase of 344.01% to 413.39%, driven by the rapid development of the data communication market due to demand from cloud computing, AI, and big data [17]

股票代码：002270 股票简称：华明装备 华明电力装备股份有限公司 投资者关系活动记录表 | | ■特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活 | □媒体采访 □业绩说明会 | | 动类别 | □新闻发布会 □路演活动 | | | ■现场参观 | | | ■其他 电话会议 | | | 鹏扬基金：王哲 | | | Avanda Investment Management: Ai Ning Wee; BlackRock: | | | Truman Du、Gordon Fraser; Broad Peak Investment: | | | Steven Zhijun Huang; Carrhae capital: Lihua Zhang; | | | Foresight Fund: Lin Zhu; Fullgoal: Xiao Yu; GIC: Ee | | | Mae Lim; Grand Alliance Asset Management: Matthew | | | Dong; Keywise Capital: Sean Lin; Klay Capital: Aadil ...

Investment Rating - The industry is rated positively, with expectations of significant growth driven by AI demand and capital expenditures [28][29]. Core Insights - TSMC's AI guidance and CAPEX are above expectations, with projected revenue for Q1 2026 between $34.6 billion and $35.8 billion, and a gross margin of 63-65% [1]. - The company anticipates a nearly 30% year-over-year revenue growth for 2026, with a compound annual growth rate (CAGR) of 25% for revenue from 2024 to 2029, and 55-60% CAGR for AI processor revenue [1]. - The demand for AI is confirmed as genuine, leading to increased production capacity and a planned CAPEX of $52-56 billion for 2026 [1]. - Major North American cloud service providers (CSPs) are expected to increase their AI infrastructure investments, potentially reaching a total investment of $600 billion by 2026 [1]. - The report highlights strong demand for AI-related products, particularly in the PCB and semiconductor sectors, with companies actively expanding production [4][28]. Summary by Sections 1. Consumer Electronics - The report emphasizes the ongoing expansion of AI applications in consumer electronics, particularly in the Apple supply chain and smart glasses [5]. - AI mobile applications are expected to drive significant growth, with a focus on products like foldable phones and AI glasses [5]. 2. PCB - The PCB industry is maintaining high demand, particularly for copper-clad laminates, with expectations of price increases due to tight supply [6][28]. - The report indicates a robust outlook for AI-PCB companies, with strong orders and production capacity utilization [4][28]. 3. Semiconductor - The semiconductor sector is projected to benefit from increased demand for AI and cloud computing, with a positive outlook for memory chips and DRAM prices [22][24]. - The report notes that the semiconductor equipment and materials sectors are also expected to see growth due to geopolitical factors and domestic production initiatives [25][27]. 4. Key Companies - Notable companies mentioned include TSMC, NVIDIA, and Micron, which are expected to benefit from the AI-driven demand surge [28][29]. - Specific companies like North Huachuang and Zhongwei are highlighted for their advancements in semiconductor equipment and technology [30][31]. 5. Market Trends - The report indicates a strong upward trend in the semiconductor and PCB markets, driven by AI and cloud computing demands [28][37]. - The overall sentiment in the electronics sector is positive, with significant growth expected in the coming quarters [37].

1月16日，华图山鼎（300492）在上海举办AI转型升级发布会，系统展示了其在人工智能领域的战略布 局、阶段性成果与未来愿景，标志着公司正式迈入以AI驱动增长、重构教育生态的新阶段。 高质量、低成本、个性化，被普遍认为是教育行业的"不可能三角"。华图锚定的工具化筑基、产品化创 收、多元化破局三条AI进阶路径，有望破解这一痛点。现场发布的大量成果表明，随着华图AI战略加 速落地，行业竞争格局重塑在即。 华图AI转型，不只是技术升级，更是增长逻辑的重构。 工具化筑基： AI成为内部效率引擎，降本增效成果显著 AI转型之始，华图没有急于推向市场，而是选择先修内功。 中国证券报记者从发布会上了解到，AI作为内部生产工具，将全面渗透到华图教学、教研、运营等核 心环节。这一阶段的核心目标是通过效率提升放大存量业务的增收能力，而非单纯降本。这既是公司 AI转型的基础阶段，也是其技术验证的关键环节。 "AI正在从成本和收入两端，推动华图转型。"华图集团行政总裁、华图山鼎董事长吴正杲表示，教育企 业以学员总学时为收费基础，"总学员学时=总交付课时×单班人数"是底层经营逻辑。过去，机构依 赖"开大班"摊薄成本实现盈利，如今AI ...

登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：招商证券策略研究 为预防杠杆率迅速上升的风险，上周政策逆周期调节力度加大，监管政策上调了融资保证金比例，部分 上市公司主动发布异动公告并停牌，证监会召开2026年系统工作会议强调严肃查处过度炒作，监管层为 市场降温的举措与ETF资金流出相呼应，促进了市场情绪的理性回归。往后看，A股在创出前期新高后 有望转为震荡走势。进入1月下旬，围绕业绩披露的博弈情绪将会明显升温，业绩超预期或者业绩披露 后靴子落地的方向值得重点关注。总体来看，风格选择方面更推荐大盘成长，行业配置主要围绕春季躁 动和年报前瞻线索布局。 核心观点 【观策·论市】近期资本市场资金面异动分析：为预防杠杆率迅速上升的风险，上周政策逆周期调节力 度加大，监管政策上调了融资保证金比例，部分上市公司主动发布异动公告并停牌，证监会召开2026年 系统工作会议强调严肃查处过度炒作，监管层为市场降温的举措与ETF资金流出相呼应，促进了市场情 绪的理性回归。往后看，A股在创出前期新高后有望转为震荡走势。进入1月下旬，围绕业绩披露的博 弈 ...

1、"资金+政策"双重压力，市场会掉头吗？ 2、聊聊电网、人工智能应用和农业消费 如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。 新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。 本篇评级为★★★，主要围绕以下内容展开： 在这份新闻通稿中，还特别提到要对一些过度炒作和操纵市场的行为"严肃查处"。这个矛头直指目前市 场上被资金裹挟、热炒的一些缺乏基本面支撑的概念板块。随后大家看到，像商业航天这个板块出现了 大幅下挫，龙头股当天直接跌停，几乎没有出逃的机会。 本文为妙投付费内容，上述仅为摘要，购买本专栏即可解锁完整内容。新用户可免费领本专栏7天阅读 体验机会，在妙投APP-我的-权益兑换 输入"妙投888"即可领取。 1、 "资金+政策"双重压力，市场会掉头吗？ 刚刚过去的这一周，市场明显波动在加大，好像也在重新选择方向，所以今天的内容是挺重要的，也帮 助大家梳理一下最近这几天情况到底发生了哪些变化。如果在这个市场上抓机会的话，哪些行业赛道会 更靠近"暖风"？ 首先，上周有两条消息非常值得关注。第一条是监管层释放了明显的降温信号：在周三中午，下调了融 ...

周五（1月16日），创业板人工智能下跌2%回踩五日线，资金大举涌入！AI应用概念股全线回调，汉得 信息、蓝色光标、昆仑万维等多股跌超10%。但光模块等算力赛道仍保持活跃，联特科技、太辰光、致 尚科技等多股涨超5%，长芯博创、天孚通信、光库科技、锐捷网络等多股涨超1%。 热门ETF方面，双线布局"算力+AI应用"的创业板人工智能ETF（159363）场内收跌1.81%回踩五日线， 成交额超12亿元。资金加速涌入，单日净申购4.36亿份（按当日场内平均价预估金额约4.78亿元），叠 加前四日增持12亿元，单周累计金额约16.78亿元！ 1、创业板人工智能持续领跑！周度复盘看，前半周受AI应用爆发驱动，随后市场回切光模块等算力方 向，创业板人工智能ETF（159363）周线强势八连阳，标的指数八周累计涨幅为34.66%，显著跑赢科创 AI、CS人工智、人工智能等同类AI主题指数，验证创业板人工智能板块弹性优势突出。 | 2025/11/28-2026/01/16 (8周) | | --- | | .. | | инание как компания к как компании компании и и | | . ...

光明网讯（记者邱晓琴）智能重塑世界，教育影响未来。1月17日，《中国人民大学附属中学及联合学校 总校人工智能行动计划》在京发布，旨在探索人工智能与教育融合新路径，构建大中小幼一体化智能教育 新生态，共绘高质量发展蓝图。人大附中暨联合学校总校党委副书记、人大附中校长宓奇主持发布会。 北京市委教育工委副书记、市教委主任李奕强调，推进人工智能赋能教育，必须坚守教育的政治属性、人 民属性与战略属性，以系统观念重塑新域新质的育人关系；聚焦人才培养链条中的卡点堵点，突破时空限 制、打破学科壁垒、推动角色互换，打通人才培养链条；回归教育本源，坚守算法伦理、数据安全与育人 底线，在人机协同中实现人的全面发展。他期待人大附中在实践中形成可供借鉴的经验与方法，发挥带动 和辐射作用，为基础教育领域改革发展作出新贡献。 人大附中及联合学校总校人工智能行动计划启动 会上还举办了人工智能总架构师与顾问聘任仪式，与会嘉宾围绕"人大附中面向未来的育人模型展望"进行 了主题分享，聚焦"智能时代的创新人才贯通式培养"展开了研讨，共同探索面向未来的AI素养教育新路径 与大中小一体化育人模式。 来自北京大学、中国人民大学、清华大学等学校的代表以及人 ...