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光伏出口退税将取消,谷歌为苹果AI提供支持 | 财经日日评
吴晓波频道· 2026-01-14 00:29
Group 1: Photovoltaic Industry - The export tax rebate for photovoltaic products will be fully canceled starting April 1, 2026, increasing export costs for companies [2] - The export tax rebate for photovoltaic silicon wafers, batteries, and modules was previously reduced from 13% to 9% in December 2024, indicating a trend of declining export tax rates [2] - The Chinese photovoltaic industry has seen a decrease in export prices since 2024, leading to a "volume increase, price decrease" situation, with some companies passing on rebate amounts to foreign buyers, resulting in profit loss [2][3] - The cancellation of export tax rebates aims to promote rational competition in the photovoltaic industry and curb excessive price declines [3] Group 2: Elderly Care Robotics - Eight departments, including the Ministry of Civil Affairs, have issued measures to encourage the development of the elderly care robotics industry, promoting technological integration across various sectors [4] - The initiative aims to provide comprehensive intelligent support for the elderly, leveraging technologies such as embodied intelligence and new materials [4][5] - The market for elderly care technology products and services is expected to expand rapidly, although current technology maturity remains insufficient [5] Group 3: Real Estate Market in Tianjin - Tianjin will tighten control over new housing prices, limiting price changes to within 10% of the registered price for new sales permits [6] - The city has previously implemented price control measures to stabilize housing prices, with over 20 cities having introduced similar "price drop limits" [6][7] - The new management approach aims to control both price increases and decreases, although enforcing price decreases may face challenges [6] Group 4: AI and Technology Collaborations - Google and Apple have entered a strategic partnership, with Google's Gemini model being used to support Apple's AI developments, including Siri [8] - Apple is expected to pay approximately $1 billion annually to Google for technology licensing, indicating a significant investment in AI capabilities [8] - Nvidia and Eli Lilly have announced a $1 billion collaboration to establish a research lab focused on AI applications in the pharmaceutical industry, highlighting the growing intersection of AI and healthcare [10][11] Group 5: ByteDance's Stock Options - ByteDance's stock option price has increased from $44 in 2019 to $226.07 in January 2024, representing a rise of over 4 times [14] - The company is reportedly raising its valuation to between $350 billion and $370 billion as it continues to enhance employee compensation and stock option incentives [14][15] - ByteDance's strong financial performance and aggressive AI application strategy position it as a leading player in the tech industry, despite facing increasing policy risks in overseas markets [15]
Biglari Holdings CEO Purchases Over 2,000 Insider Shares
The Motley Fool· 2026-01-13 09:04
The CEO of this diversified restaurant franchise holding company is buying shares like hot cakes, all while the stock has been sizzling. Sardar Biglari, Chairman and CEO of Biglari Holdings (BH +2.42%), acquired 2,221 Class B shares in multiple open-market transactions between Dec. 8, 2025 and Dec. 10, 2025, for a total consideration of $705,671.28, according to a SEC Form 4 filing. Transaction summaryMetricValueShares traded2,221Transaction value$705,678Post-transaction shares (direct)1Post-transaction sha ...
在线预测平台Polymarket将向道琼斯旗下媒体分发数据
Ge Long Hui A P P· 2026-01-08 03:01
格隆汇1月8日|据彭博,美国在线预测平台Polymarket和道琼斯达成一项新合作协议,Polymarket将向 道琼斯旗下媒体提供预测数据。道琼斯将在《华尔街日报》、《巴伦周刊》和《投资者商业日报》等新 闻媒体上发布这些预测数据。Polymarket的数据将在线上和印刷品上展示,并用于新功能,例如展示上 市公司预期业绩的财报日历。这是Polymarket达成的首个媒体合作协议。Polymarket的竞争对手Kalshi此 前已与CNBC和CNN签署了数据分发协议。 ...
A股收评:沪指14连阳!全市场成交额2.88万亿元,存储芯片板块爆发
Ge Long Hui A P P· 2026-01-07 07:11
A股三大指数今日小幅上涨,截至收盘,沪指涨0.05%报4085点录得14连阳,深证成指涨0.06%,创业板指涨0.31%。全市场成交额2.88万亿元,较前一交易 日增量493亿元,近3200股下跌。 盘面上,存储芯片价格持续上涨,存储芯片板块爆发,彤程新材、恒坤新材等多股涨停;电子化学品走高,广钢气体涨停;光刻机(胶)板块走强,南大光电 等多股涨停;媒体板块拉升,大有能源、陕西黑猫涨停;半导体、可控核聚变、CPO概念及稀土永磁等板块涨幅居前。另外,DRG/DIP概念走低,荣科科技 20CM跌停;脑机接口板块大回调,诚益通、爱朋医疗等多股跌逾10%;钛白粉板块走弱,振华股份领跌;数字货币、屏下摄影及券商概念等跌幅居前。(格 隆汇) | 上证指数 | 深证成指 | 北证5( | | --- | --- | --- | | 4085.77 | 14030.56 | 1496.2 | | +2.11 +0.05% +8.01 +0.06% +3.24 +0 | | | | 科创20 | 创业板指 | 万得全/ | | 1443.39 | 3329.69 | 6654.1 | | +14.09 +0.99% +10.4 ...
中国前沿科技集团(01661)股东将股票由圣衡金融控股转入UBS Securities Hon...
Xin Lang Cai Jing· 2026-01-06 00:52
香港联交所最新资料显示,1月5日,中国前沿科技集团(01661)股东将股票由圣衡金融控股转入UBS Securities Hong Kong Limited,转仓市值1744.45万港元,占比10.66%。 来源:智通财经网 中国前沿科技集团公布,于2025年12月24日,该公司拟向Crestwell International Limited出售Torch Media Co., Ltd.,的全部已发行股本,代价800万港元。此外,根据买卖协议,目标集团现时持有的若干预付 款项将转让予公司的附属公司深前科。目标公司主要从事媒体内容制作及发行。 ...
康斯卡特宣布数字媒体资产分拆工作完成
Xin Lang Cai Jing· 2026-01-05 15:36
1月5日,美国传媒公司康卡斯特宣布,其先前公布的将旗下媒体品牌和数字业务分拆为独立上市公司 VERSANT媒体集团的工作已完成,生效时间为美国东部时间2026年1月2日晚11:59。康卡斯特表示, VERSANT的股票将于5日开始在纳斯达克以股票代码"VSNT"进行常规方式交易。 VERSANT为独立上市媒体公司,旗下拥有包括USA Network、CNBC、MSNBC等媒体品牌,以及烂番 茄等数字资产。 ...
林清轩登陆港交所;Meta收购Manus;Saks Global CEO离职
Sou Hu Cai Jing· 2026-01-05 07:47
Investment Dynamics - Neeman's, an Indian DTC footwear brand, has completed a Series B2 funding round, raising ₹3.55 billion [3] - The brand, established in 2017, focuses on eco-friendly and sustainable materials, balancing comfort and design [3] - Neeman's is expanding its online presence while also growing its offline retail network, benefiting from increased investor interest in sustainable consumer brands [3] - Jiumaojiu plans to invest a total of $43 million (approximately ¥300 million) to increase its stake in North American restaurant chain Big Way Group Inc. from 10% to 49% [5] - This investment will double Jiumaojiu's North American store count and is a key step in its "going global" strategy, leveraging Big Way's established local model [5] Listing Dynamics - Shanghai Linqingxuan Cosmetics Group has officially listed on the Hong Kong Stock Exchange under the stock code "2657.HK" [7] - The company focuses on anti-wrinkle skincare products and aims to provide high-end solutions using natural camellia ingredients [7] - Linqingxuan's listing marks it as the first high-end domestic skincare stock in the Hong Kong market, boosting the domestic beauty industry's high-quality development [7] Acquisition Dynamics - LVMH has completed the acquisition of French media publisher Les Editions Croque Futur, increasing its stake from 40% to 100% [9] - The acquisition includes the leading business magazine "Challenges," and Maurice Szafran has been appointed as the president of the publisher [9] - LVMH's strategy to acquire media assets is aimed at gaining pricing power in the luxury sector, although it raises concerns about media independence and market concentration [9] - Meta has announced the acquisition of Chinese company Butterfly Effect, which develops the AI application Manus, for several billion dollars [12] - Manus, set to launch in March 2025, is a general-purpose AI agent that can break down complex tasks and utilize various tools to deliver complete results [12] - This acquisition is significant as it represents one of the largest purchases of a Chinese AI team in 2025, allowing Meta to enhance its AI capabilities [12] Brand Dynamics - Zhou Dasheng Jewelry has accelerated its entry into instant retail, launching 200 direct stores on Meituan Flash Purchase, with daily sales increasing approximately tenfold since launch [14] - The company plans to expand instant retail to over 5,000 franchise stores by 2026, aiming to capture the growing gift market [14] - Norwegian outdoor brand Norrøna is preparing to open its first store in Beijing at the high-end commercial landmark SKP, featuring a minimalist design that reflects its outdoor aesthetic [15] - The store will offer a range of products for skiing, climbing, and outdoor activities, catering to various outdoor exploration needs [15] Personnel Dynamics - Saks Global announced the departure of CEO Marc Metrick, with Executive Chairman Richard Baker taking over the role [19] - Baker's background in real estate suggests a shift in the company's strategy towards a dual focus on retail and real estate [19] - Shenzhen Ge Li Si Apparel Co., Ltd. has appointed Wang Dusen as the new general manager, following the resignation of former general manager Xia Guoxin [21] - This leadership change indicates a strategic shift within the company, allowing the founder to focus on long-term planning and development [21] - Zong Fuli has resumed her role as the legal representative of Hongsheng Group, consolidating her control over the company and facilitating the integration of resources across its beverage and packaging sectors [24] - This change is expected to accelerate the launch and channel expansion of new brands like "Wawa Xiaozong" [24]
“媒体+”点亮百县千镇:2025广东主流媒体赋能乡村振兴实践录
Nan Fang Nong Cun Bao· 2026-01-03 15:02
"媒体+"点亮百 县千镇:2025广 东主流媒体赋能 乡村振兴实践录 _南方+_南方 plus 2025年,广东全 面实施"媒体 +"行动。这项行 动以赋能"百县 千镇万村高质量 发展工程"为核 心,不仅是媒体 跨界服务经济社 会发展的探索, 更是对主流媒体 自身系统性变革 的强力牵引,推 动主流媒体从记 录者、传播者向 乡村振兴的"理 想合伙人"深度 转型。这一年, 从省级蓝图到市 县探索,从平台 搭建到模式输 出,一系列创新 实践正在重塑乡 村发展的内在逻 辑。 第一阶段:战略 启航与顶层设计 "媒体+"从理念 倡议全面升级为 全省统一的战略 行动。省级层面 出台纲领性文 件、搭建核心平 台、打造样板案 例,完成了体系 化布局,为后续 全省乃至全国的 实践提供了清晰 的"路线 图"和"操作手 册" 。 ●广东率先发 起"媒体+"融合 发展行动 6月,广东提 出"媒体+"是主 流媒体融合发展 的一大趋势,强 调从媒体所能、 对方所需入手, 赋能千行百业, 增强跨领域、跨 区域、跨圈层融 合发展行动,进 一步拓展服务空 间和市场。"媒 体+"被确立为一 项主动服务经济 社会发展的系统 性工程。 ●省级"媒体+ ...
中国冰雪闪耀全球舞台 CNN跨年直播聚焦哈尔滨冰雪大世界
Xin Lang Cai Jing· 2026-01-01 04:22
中新网哈尔滨1月1日电(记者 王妮娜)2025年12月31日,美国有线电视新闻网(以下简称"CNN")全球跨年 直播活动首次在中国黑龙江省哈尔滨市冰雪大世界举行,这是继上海之后,CNN在中国内地选择的第 二个跨年直播城市,标志着哈尔滨冰雪文化正式登上全球主流媒体舞台。 2025年12 借助CNN覆盖全球的传播网络,本次直播向世界全景呈现哈尔滨冰雪大世界的奇幻景观与人文魅力, 成为哈尔滨冰雪旅游在国际传播领域的重要里程碑。 哈尔滨冰雪大世界以璀璨之姿吸引全球目光。作为国际知名媒体,CNN通过直播镜头将冰雪大世界的 壮丽景观实时传递给全球观众。直播画面中,象征国际友谊的比利时"小于廉雕像"、展现中华文化的湖 北"黄鹤楼"、福建"土楼"、山东"岱庙",以及深圳"罗湖口岸"等主宾国、主宾省、主宾市代表性冰建筑 逐一亮相。特别是"福建舰"冰航母、"蛟龙"号冰潜水器等主题作品,通过中国冰雪艺术精湛技艺,向世 界展示了从地域文化到国际交流的文明对话深度。 实时画面中,中外游客穿梭于晶莹剔透的冰雪建筑间,欢声笑语与绚烂灯光交相辉映。从极速冰滑梯到 梦幻冰雕,从东北特色美食到多元文化体验,直播全景展现了"冰城"一站式冰雪旅游魅 ...
2025年全球股市、贵金属表现亮眼 黄金创1979年来最大年涨幅 原油、加密货币黯淡 巴菲特正式退休
Zhi Tong Cai Jing· 2025-12-31 23:51
【宏观消息】 周三,三大指数收跌,标普500指数录得连续第四个交易日下滑。美股2025年收官,道指跌0.63%,连 续第八个月上涨,全年累涨12.97%;标普500指数跌0.74%,全年累涨16.39%;纳指跌0.76%,全年累涨 20.36%,三大股指均连续三年创下新高。 【美股】截至收盘,道指跌303.77点,跌幅为0.63%,报48063.29点;纳指跌177.09点,跌幅为0.76%, 报23241.99点;标普500指数跌50.74点,跌幅为0.74%,报6845.50点。伯克希尔(BRK.A.US,BRK.B.US) 微跌,著名投资人沃伦.巴菲特正式退休,卸任伯克希尔.哈撒韦首席执行官职务。特斯拉(TSLA.US)跌 超1%,英伟达(NVDA.US)跌0.55%,美光科技(MU.US)跌2.47%。 【亚太股市】日经225指数全年累涨26%,收盘站稳5万点大关;韩国KOSPI指数全年累涨75.6%,创下 自1999年以来的最大年度涨幅;台湾加权指数全年累涨24%,收于28963.6点,年内一度站上29000点。 【外汇】2025年欧元涨13%,成为2025年最大外汇赢家;英镑涨7%;美元指数DXY ...