1月2日的港股市场，是属于算力的狂欢。恒生指数劲涨2.76%，恒生科技指数飙涨4%，百度、华虹半导体等AI链龙头 集体冲高，同日挂牌的壁仞科技更是首日大涨75.82%，直接点燃了国产GPU赛道的投资热情。 就在这股热潮里，作为国内通用GPU行业领军企业的天数智芯（09903.HK）即将登陆港股，这家手握5.2万片累计出 货量、18家基石背书的国产通用GPU龙头，早已跳出"技术讲故事"的窠臼——它不是一场"赌国运"的情怀投资，而是 一次瞄准"确定性盈利"的精准布局。 尤其是在算力上动态更印证其硬实力：2025年初天数智芯与国内领先的开发者生态平台Gitee AI联合官宣，仅用一天 便完成DeepSeek R1大模型的全流程适配，同步上线DeepSeek R1-Distill-Qwen-1.5B、7B、14B三款核心服务，在行业 普遍需要数周甚至数月的适配周期中，创下了国产算力与顶尖大模型融合的效率标杆。 从"做通用GPU的"到"大模型绕不开的算力底座" 港股打新向来偏爱"想象力"。智谱靠着"中国OpenAI"的定位，讲了一个"应用→生态→变现"的性感故事，让资金追着 喊"怕错过"；反观天数智芯，过去执着于"技术 ...

责任编辑：王进和 专题：中国财富管理50人论坛2025年会 1月5日金融一线消息，中国财富管理50人论坛2025年会近日在京召开，本届年会的主题是"迈向'十五 五'建设金融强国"。在"AI时代金融行业基础设施建设"圆桌论坛上，北京航空航天大学计算机学院教授 李建欣表示，每个时代有新的技术作为引领。在AI、金融领域，近几年可以看到以下几个的长期趋 势：一是大数据。智能的核心，就是数据、计算和连接，在这一方面，金融和AI有很多共性的技术和 共同的语言；二是信息系统的更新；三是基础设施。AI离不开信息和计算机，是从计算机本身到"人、 机、物"融合的计算过程，融合信息世界、物理世界和人类世界。金融的最终目标就是能否实现预测。 AI产业也在不断变化变革，在这一过程中，序列和预测特别重要。 专题：中国财富管理50人论坛2025年会 1月5日金融一线消息，中国财富管理50人论坛2025年会近日在京召开，本届年会的主题是"迈向'十五 五'建设金融强国"。在"AI时代金融行业基础设施建设"圆桌论坛上，北京航空航天大学计算机学院教授 李建欣表示，每个时代有新的技术作为引领。在AI、金融领域，近几年可以看到以下几个的长期趋 势：一 ...

日前，瑞银发布了第11份《亿万富豪报告》，透视拥有超过10亿美元资产的人士的财富版图。数据显示， 2025年，亿万富豪的人数增至2919人，总财富达到创纪录的15.8万亿美元，增幅为13%。其中，亚太区亿万 富豪人数从981人增至1036人，增幅居全球之首。中国内地2025年新增70位亿万富豪，目前共有470人，仅 次于美国。 从亿万富豪们的投资策略来看，虽然北美仍是首选投资地区，但其主导地位相比2024年有所回落。而受益于市 场对大中华区及整体亚太区的信心重燃，34%受访的亿万富豪认为大中华区能提供最大的投资机遇，较2024年 的11%大幅增长。近些年，亿万富豪们还加大了对另类投资和黄金的投入。 根据瑞银对亿万富翁的调研，北美仍然是他们首选的投资目的地，尽管热度较去年有所下降。在未来12个月 内，63%的受访者认为北美地区提供了最大的回报机会。该数据低于去年的80%。 而随着北美短期吸引力下降，其他主要地区逐渐受到青睐，40%的亿万富豪认为西欧地区在未来12个月内机会 最大，超过大中华区（34%）和除大中华区外的亚太地区（33%）。事实上，越来越多的亿万富豪开始在大中 华区寻找未来的机会——有34%的受访者 ...

来自农业食品、物流运输、金融服务、机械电子、跨境贸易、生物医药等领域逾100人参加了活动。 （文章来源：新华社） 奥克兰市市长芭芭拉·李表示，奥克兰是加州最具活力的港口城市之一。作为美国西海岸的重要交通枢 纽和贸易门户，奥克兰港长期与中国保持着密切的经贸往来。奥克兰市愿为促进美中双方企业在绿色科 技、港口物流、清洁能源、数字经济、文旅教育等领域的合作提供更多便利。 与会美国工商界人士普遍表示，在全球经济复苏乏力和供应链重塑的背景下，美中企业合作符合双方利 益，希望继续通过链博会等交流合作平台，加强与中国企业、行业协会和地方政府的直接沟通，推动更 多合作项目在绿色科技、基础设施、创新创业和贸易投资方面落地，共同推动技术创新与互利共赢。 新华社旧金山12月5日电（记者吴晓凌）中国贸促会与美国加利福尼亚州奥克兰市政府5日在奥克兰合作 主办"机遇之港：中美商业交流早餐会"。 中国贸促会会长任鸿斌致辞时表示，中国坚定不移推动高质量发展，扩大高水平对外开放，这将为包括 美国在内的各国工商界对华合作提供广阔发展空间。中国贸促会愿与美方合作伙伴一道，采取更多积极 行动，增进两国民众相互了解，拓展经贸务实合作，为促进两国关系发 ...

Core Insights - The meeting between Abu Dhabi Crown Prince Khaled and Brookfield executives focused on enhancing investment and asset management collaboration [1] - Discussions emphasized establishing closer strategic partnerships between Brookfield and local Abu Dhabi enterprises [1] - The dialogue also covered global economic trends and international investment patterns, particularly in digital transformation, clean energy, and infrastructure development opportunities [1] Investment and Asset Management - The meeting aimed to deepen cooperation in investment and asset management between Abu Dhabi and Brookfield [1] - There is a strong interest in fostering strategic partnerships with local businesses in Abu Dhabi [1] Global Economic Trends - The discussions included insights on global economic trends and international investment landscapes [1] - Key areas of focus were identified as digital transformation, clean energy, and infrastructure [1]

Core Insights - The shift from globalization to regionalization is becoming a more significant trend, particularly impacting emerging economies in Asia that rely on trade [2] - Stronger regional and bilateral cooperation is seen as the "only choice" amidst pressures on the multilateral system, with a focus on the growing trade and investment ties between China and Southeast Asian countries [2][3] - The region's approximately 600 million growing middle class presents a substantial opportunity for mutual benefits through deeper integration [2] Summary by Sections - **Regional Cooperation** - The emphasis on deeper mutual cooperation in the region aims to reduce dependence on external countries, especially the United States [2] - The ideal scenario involves further market openness and reduced trade and investment barriers to significantly increase bilateral trade and investment [2] - **Supply Chain Dynamics** - The fragmentation of global supply chains is acknowledged as a response to geopolitical tensions, but the positive significance of internal regional integration is highlighted [2] - China possesses significant comparative advantages in green technology, digital economy, and infrastructure, which ASEAN countries can leverage for mutual benefits [2] - **China-ASEAN Free Trade Area 3.0** - The upgraded China-ASEAN Free Trade Area 3.0 is viewed positively as a means to deepen regional integration and further incorporate China's supply chains into ASEAN [3] - The success of the agreement hinges on execution capabilities, particularly in the context of geopolitical tensions [3]

Core Insights - The "UAE-Africa Tourism Investment Summit 2025" has commenced in Dubai, focusing on sustainable growth and collaboration between the UAE and Africa [1] - The event has attracted over 350 political and business leaders from 53 countries, emphasizing tourism investment, infrastructure, and sustainable development [1] - The summit aims to deepen economic and trade cooperation between the UAE and Africa, promoting green tourism and innovative projects [1]

Core Insights - The meeting held in Shandong on October 28 focuses on the planning and implementation of major projects, which are crucial for regional development quality and future prospects [2][3] - The meeting aims to ensure the achievement of annual economic and social development goals and to lay a solid foundation for the "15th Five-Year Plan" [3][4] Group 1: Key Areas of Focus - The five key areas identified for project planning and implementation are industrial upgrading, infrastructure, energy transition, urban-rural integration, and improvement of people's livelihoods [3][5] - These areas are targeted to address existing shortcomings and enhance growth potential, with a focus on transforming traditional industries and fostering new ones [5][6] Group 2: Strategic Importance - The projects align with national development strategies, such as advancing emerging industries like AI, integrated circuits, and new energy materials, which are essential for Shandong's role in the manufacturing powerhouse strategy [6][7] - The focus on major transportation projects supports the national strategy for the Yellow River basin and enhances the role of the peninsula urban agglomeration [6][7] Group 3: Economic Impact - Major projects are characterized by large investment scales and strong driving effects, directly stimulating demand in related industries [8][9] - These projects not only represent current investment increments but also contribute to future industrial capacity, providing solid support for economic growth [9][10] Group 4: Long-term Transformation - Major projects are key to promoting industrial upgrading, energy transition, and urban-rural integration, addressing both immediate growth needs and long-term structural changes [10][11] - The integration of "investment in material" and "investment in people" is emphasized, ensuring that infrastructure and social services enhance overall economic and social development [11][12]

Core Insights - Wall Street has undervalued the potential of the AI boom, indicating a significant opportunity for investors in the infrastructure sector [1] Group 1: AI Boom Mispricing - The current market perception does not accurately reflect the growth potential associated with AI technologies [1] - Investors are encouraged to focus on infrastructure as the primary area for capitalizing on the AI boom [1] Group 2: Investment Opportunities - Infrastructure investments are highlighted as the most lucrative avenue for generating returns in the context of AI advancements [1] - The article suggests that the infrastructure sector will play a crucial role in supporting the growth and scalability of AI applications [1]

Core Viewpoint - China and Brazil are collaborating to establish an investment fund aimed at sectors such as energy transition, infrastructure, minerals, agriculture, and artificial intelligence [1] Group 1 - The investment fund will focus on investing in Brazilian bonds and equities [1] - The partnership marks the first time Brazilian and Chinese financial institutions have created a fund for investment in Brazilian reais [1] - The collaboration is expected to strengthen the commercial and economic relationship between Brazil and China [1]