券 2026 年 2 月 4 日星期三 【实时热点】 【美国债市】 资料来源：BLOOMBERG、AASTOCKS、WIND、格隆汇、国元证券经纪（香港）整理 请务必阅读免责条款 1 证 研 究 报 告 美国众议院批准政府融资法案，结束局部停摆 美联储理事米兰：今年需要降息不止 100 个基点 美国贸易代表：印度同意降低对美关税 澳洲联储宣布加息 25 个基点至 3.85%，为 2023 年以来的 首次加息 "十五五"首个中央一号文件正式发布 游戏、金融等行业增值税税率上调传闻不实 工信部部署未来产业，攻坚 6G、量子、脑机接口等领域 1 月 A 股新开户数同比增长 213% SpaceX 收购 xAI，史上最贵独角兽诞生 AMD Q4 数据中心收入猛增近 40%，收入预测不及市场预 期 2 年期美债收益率涨 0.01 个基点报 3.570% 5 年期美债收益率跌 0.34 个基点报 3.832% 10 年期美债收益率跌 0.59 个基点报 4.266% | 重要指数 | 收市价 | 涨跌(%) | 海外市场重要指数 | 收市价 | 涨跌(%) | | --- | --- | --- | --- | --- ...

Flash | 21 Jan 2026 12:00:00 ET │ 12 pages Hengli Hydraulic (601100.SS) Citi Call Takeaways: More Than Just Strong Core Business + Humanoid Robot CITI'S TAKE We hosted IR Mr. Zhou Jiali on 21 January for a pre-blackout business update. We realize that Hengli's growth drivers in 2026 onwards may not only be the growth acceleration of core business and humanoid robot exposure but also the contribution from the aerospace and brain- computer interface. Mr. Zhou guided that revenue growth could accelerate to 20% ...

Market Overview - The A-share market opened with all three major indices rising, with the Shanghai Composite Index up by 0.11%, the Shenzhen Component Index up by 0.21%, and the ChiNext Index up by 0.07% [2][3] - The AI application sector continues to show strong performance, with notable gains in e-commerce, intelligent agents, and short drama gaming [1][3] Individual Stocks - Rongchang Biologics opened significantly higher, up over 15%, following the signing of a licensing agreement with AbbVie that could yield up to $4.95 billion in milestone payments [3][4] - Other stocks in the AI application sector, such as Inertia Media, Yidian Tianxia, Zhuoyi Information, Dian Diagnostics, Liou Shares, and Shengguang Group, have also shown strong performance with multiple consecutive gains [1][3] Sector Performance - The AI application sector remains robust, while sectors such as photovoltaic, semiconductors, and CPO concepts are experiencing weakness [1][3] - In the Hong Kong market, the Hang Seng Index opened up by 1.32%, with the Hang Seng Tech Index rising by 1.93%, indicating a strong performance in technology stocks [5]

RT DogeDesigner (@cb_doge)A paralyzed man was able to use his mind to control a robotic arm and feed himself.Thanks to Neuralink. ❤️https://t.co/A4PW0zM2OH ...

Interview today with @NeuraNova9, first female @neuralink patient.8am PT / 11am ETStreamed live across platforms 🎙️ https://t.co/TeEQcUGheq ...

Brain Computer Interface (BCI) Technology & Spinal Cord Injuries - The University of Chicago is conducting a study using Brain Computer Interface (BCI) technology to help people with spinal cord injuries, collaborating with the University of Pittsburgh and Northwestern University [1] - The goal of the study is to restore motor control and sensation to people with spinal cord injuries who have lost function of a hand or limb, with the hope of restoring independence [1] - BCI technology allows a participant to control a robotic arm and hand merely by thinking about it, with sensory feedback enabling the user to feel and sense the correct force needed to pick up objects [1] Impact & Statistics - In the US, there are 180,000 people with tetraplegia and 58,000 people with major arm amputations [3] - As of the time of the report, only 670 people have flown into outer space, while only 70 people have had electrodes implanted on their brains for things like speech, vision, and motor control [4] - Only 10 people have both motor control with sensory feedback via brain implants, highlighting the rarity and advancement of the technology [4] Funding & Purpose - The brain computer interface study was funded through the Department of Defense back in 2005 [4] - The goal of the funding was to help veterans of war who may have lost a hand, limb, or become quadriplegic [4] - BCI technology offers the possibility for people with limitations to operate computers and control devices, instilling a renewed belief and independence [4]

RT Noland Arbaugh (@ModdedQuad)I believe I'm faster than a non-enhanced human… at controlling a computer, at least (still can't move my body....yet).So basically, my implant learns over time as it collects more data. And with now almost 2 years of daily use, Eve doesn’t just follow what I want to do, she pretty much anticipates it.Eve's the best 😏 ...

RT DogeDesigner (@cb_doge)Neuralink is working on tech to• Give sight to people born blind.• Restore hearing for the deaf.• Help those with spine injuries walk again• Let paralyzed people control devices with thoughts.• Help amputees use advanced robotic limbs.Here is how the implant is done: https://t.co/4O0GEIRbKY ...

I'm going up. >> At first glance, it appears Kathy Denapoli is controlling her own hand. >> Squeeze, squeeze, squeeze, squeeze, squeeze.>> But the 63-year-old grandmother, recovering from a severe spinal injury, isn't operating solo because across the table. >> And Kathy, I'm going to put my hand around the bottle. >> Keith Thomas, a quadripollegic just like Kathy, aids every movement.>> She lift the bottle up. transmitting thoughts wirelessly from his brain to an electronic device on Cathy's arm. >> Does i ...

RT Noland Arbaugh (@ModdedQuad)This is how I move the cursor with my mind. https://t.co/h4QF9wqQpy ...