Group 1 - Ningbo-Zhoushan Port is projected to achieve a cargo throughput of over 1.4 billion tons by 2025, maintaining its position as the world's largest port for 17 consecutive years, with container throughput exceeding 43 million TEUs, ranking third globally [2] - The port will have 309 container shipping routes connecting over 700 ports in more than 200 countries and regions, with nearly 300 vessels arriving and departing daily, and a connectivity index ranking second globally [2] - The sea-rail intermodal transport business is expected to exceed 2 million TEUs by 2025, with over 110 routes covering 69 cities across 16 provinces [2] Group 2 - Guangdong province emphasizes the need for extraordinary thinking, strength, and measures to enhance investment work, focusing on key projects and ensuring resource allocation [3] - The province plans to detail annual and quarterly investment plans and implement a major project coordination mechanism to accelerate construction and promote effective investment [3] Group 3 - WeChat Mini Programs launched an AI application and online tools growth plan, providing comprehensive support including cloud development resources, AI computing power, data analysis, and traffic incentives for the entire year of 2026 [4] - The plan aims to empower the mini program ecosystem with AI and traffic support, serving as a new growth engine [4] Group 4 - China Aerospace Science and Technology Corporation's commercial rocket company increased its registered capital from 1 billion RMB to 1.396 billion RMB, a growth of 39.6% [5] - The company focuses on civil aerospace launch technology services, rocket control system R&D, and rocket engine manufacturing [5] Group 5 - The China Consumers Association reported complaints regarding a game where minors made large in-game purchases without parental consent, with an average complaint amount of 2,551.57 RMB [6] - Many minors obtained parents' payment passwords through unauthorized means, leading to significant financial disputes [6] Group 6 - TSMC's 2nm process is expected to reach an initial monthly capacity of approximately 35,000 wafers, with projections to increase to 140,000 wafers per month by the end of 2026, surpassing previous market estimates [7] - The capacity increase is attributed to the ramp-up of new fabs in Hsinchu and Kaohsiung [7] Group 7 - Toyota Tsusho announced the acquisition of Toyota and Hino's dealership business in Ghana, aiming to directly operate these businesses [8] Group 8 - Lei Jun responded to the "wheel loss insurance" issue, highlighting the safety design of luxury vehicles and emphasizing Xiaomi's commitment to vehicle safety [9] Group 9 - Recent reports indicate that Fang Yunzhu and Zhang Yong from Nezha Automobile have been listed as executors for a financial obligation exceeding 1.05 million RMB [10] Group 10 - Microsoft China CEO Hou Yang denied rumors of joining ByteDance, clarifying the misinformation through social media [11] Group 11 - Romaishi has extended its suspension of operations, initiating a "rebirth plan" for restructuring, with customer service remaining operational during this period [12] Group 12 - Alibaba's Gaode has developed a world model and plans to open-source it soon, with its model currently ranked first according to WorldScore [14]

| 代码 | 名称 | 昌新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00376 | 武锋金融 | 3.700 | 6.94% | | 02378 | 保诚 | 126.100 | 5.26% | | 06963 | 阳光保险 | 4.480 | 5.16% | | 02318 | 中国平安 | 72.100 | 5.10% | | 06060 | 众安在线 | 17.810 | 4.89% | | 02628 | 中国人寿 | 31.080 | 4.23% | | 00966 | 中国太平 | 21.400 | 4.09% | | 01336 | 新华保险 | 61.550 | 3.97% | | 02328 | 中国财险 | 17.510 | 3.30% | 新浪合作大平台期货开户 安全快捷有保障 1月6日消息，港股三大指数高开高走。截至午间收盘，恒生指数涨1.78%，报26815.69点，恒生科技指 数涨2.21%，国企指数涨1.61%。盘面上，科网股涨多跌少，网易涨超4%，哔哩哔哩、快手涨超3%，京 东、百度、腾讯涨超2%，小米跌超1%；中资券商股强势，国泰海通涨 ...

Group 1 - The core viewpoint of the articles indicates that the Hong Kong technology sector is experiencing a rebound after a period of adjustment, with significant inflows of capital and a favorable valuation environment [1][2] - The A-share technology index has led the rebound since November 2025, driven by demand for computing hardware, while the Hong Kong technology sector has lagged due to liquidity issues and a focus on software applications [1] - Recent data shows that on January 5, net inflows from southbound capital exceeded 18.2 billion yuan, indicating renewed interest in Hong Kong technology stocks as the market enters a new assessment cycle [1] Group 2 - The Hang Seng Technology Index ETF (513180.SH) serves as a benchmark index covering internet, hard technology, and new energy vehicle sectors [2] - The enhanced version of the Hang Seng Technology ETF (159101.SZ) adds exposure to the biotechnology sector and increases the weight limit for individual components to 15% [2] - The Hang Seng Internet ETF (513330.SH) focuses more on software applications and internet media, with major stocks like Alibaba, Tencent, and Meituan accounting for nearly 40% of its weight [2]

Market Performance - Major US stock indices closed higher, with the Dow Jones reaching a record high, driven by strong gains in financial stocks [1][3] - The Dow rose by 594.79 points, or 1.23%, closing at 48,977.18 points; the Nasdaq increased by 160.19 points, or 0.69%, to 23,395.82 points; and the S&P 500 gained 43.58 points, or 0.64%, ending at 6,902.05 points [3] Sector Performance - The S&P 500 energy sector index rose by 2.7%, with major stocks like ExxonMobil and Chevron seeing significant increases due to military actions in Venezuela [5] - The S&P 500 financial sector index increased by 2.2%, with both Goldman Sachs and JPMorgan Chase rising over 3% and reaching all-time highs [6] Technology Stocks - Most large-cap tech stocks saw gains, with Tesla up 3.10%, Amazon up 2.9%, and Meta up 1.29%. However, Microsoft fell by 0.02%, Nvidia dropped by 0.39%, and Apple decreased by 1.38% [3][4] Cryptocurrency and Related Stocks - Cryptocurrency-related stocks experienced a rise, with Strategy stock increasing nearly 5% and Coinbase surging by 7.8% as Bitcoin prices hit a three-week high [6] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 0.49%, with notable gains in stocks like Beike up over 6% and Bilibili and Tencent Music each up over 3% [6]

Core Viewpoint - Kuaishou-W (01024) has seen significant stock price increases, with a recent rise of nearly 5% and a previous day's increase of over 11%, indicating strong market interest and potential growth driven by new features [1] Group 1: Company Developments - The "Motion Control" feature is gaining popularity on overseas social media, allowing users to create diverse and shareable video content [1] - This feature is part of Kuaishou's AI video generation model, Kling, which is set to release version 2.6 in December 2025, capable of generating complete audio and video in a single instance [1] Group 2: Market Performance - According to Shenwan Hongyuan, Kuaishou's AI website has seen a significant increase in global traffic, surpassing competitors like Minimax, Sea Cucumber, Runway, and Midjourney by the end of December 2025 [1] - Huafu Securities notes that the pricing for the new Kling 2.6 model has increased, with the high-quality model charging 50 inspiration points for a 5-second video, compared to the previous model's charges of 20 and 35 inspiration points for standard and high-quality modes respectively, indicating enhanced monetization potential [1]

可灵AI在2026年新年期间爆火，助推快手港股股价连涨两个交易日，周一更是大涨超11%。 追风交易台消息，1月5日，摩根大通陈祺的证券研究团队发表研报，认为快手不仅在核心短视频业务保 持稳健，在生成式AI这一关键赛道也占据领先地位。 由于"宠物跳舞"视频在新年引爆海外市场，可灵AI收入暴增。根据Sensor Tower数据，2026年1月可灵 AI的移动平台日均收入相比2025年12月暴增102%，其中韩国市场收入更是激增13倍。 可灵AI的强劲表现证明了AI视频生成市场的巨大潜力，而快手4.16亿的庞大日活用户基数也为其广告业 务提供了坚实支撑。 分析师重申对快手的乐观态度，维持"增持"评级。研报强调，快手当前估值对应12倍2026年预期市盈 率，而2026-2027年利润复合增长率预计达21%，是全球最被低估的AI股之一。 "宠物跳舞"视频引爆海外市场，可灵AI收入暴增 可灵AI在2026年新年期间的火爆表现源于其2.6版本推出的动作控制功能。 除了可灵AI的直接收入贡献，AI技术对快手核心业务的改造同样值得关注。 这项创新功能允许用户在短短一分钟内，基于自己的照片和原始动作视频（如舞蹈或表情）创建AI生 ...

2026.01. 06 本文字数：2422，阅读时长大约4分钟 作者 | 第一财经 樊志菁 随着2025年结束，美股以连续第三年实现两位数百分比涨幅的成绩收官。本轮牛市如今进入第四个 年头，想要再现业绩斐然的年份，在市场人士眼中，这需要企业盈利表现强劲、美联储采取宽松政 策，同时人工智能领域维持高额投入作为支撑。但包括中期选举、地缘政治等在内的一些不利因素， 也令美股今年前景的不确定性有所上升。 CFRA首席投资策略师斯托瓦尔（Sam Stovall）表示，美股若想在2026年继续实现强劲的两位数回 报率，就需要各项利好因素全面发力，同时诸多不利因素可以有效化解，今年市场或许会交出一份亮 眼的成绩单，但很难再复制此前的辉煌表现。他将年底标普500指数的目标点位设定在略显保守的 7400点。 机构预测谨慎 尽管美国总统特朗普的关税政策令市场在上半年大幅下挫，标普500指数随后探底回升收盘涨幅达到 16.8%。不过，这也意味着冲击 "连续三年涨幅超20%"的里程碑失败。历史上，该指数仅在1995年 开启的一轮由科技股驱动的牛市中达成过这一成就，而那轮牛市最终在2000年初随着互联网泡沫破 裂而终结。 即便未能达成 ...

报告指出，预计大多数互联网企业将通过AI辅助成本优化来改善营运杠杆，部分企业更可能因有效部 署AI代理而实现收入增长加速。随着AI助手工具的快速采用，消费者的工作和生活效率有望提升，从 而有更多时间投入休闲娱乐活动。 花旗发表研究报告指出，2026年内地互联网行业将聚焦于三大主题：一是云端基础设施、模型堆栈和推 理令牌使用的经常性收入增长；二是主要互联网企业竞相抢占AI聊天机器人的用户流量，以期未来生 态系统变现；三是垂直领域企业部署自训练专有数据AI代理，以保持竞争优势并加强用户参与度和变 现潜力。 就中国互联网板块，花旗首选腾讯控股(00700)及阿里巴巴-W(09988)作为核心AI投资概念股。该行维持 腾讯控股"买入"评级，目标价751港元，认为该公司在企业和用户应用方面的AI发展前景良好。对于阿 里巴巴，花旗同样给予"买入"评级，目标价223港元，看好其在云端收入增长和效率提升方面的表现。 花旗预计，旅游和在线游戏的持续需求将支持在线旅游和游戏公司的稳定收益增长，可为投资组合提供 良好的多元化，抵销AI炒作的较高风险。 ...

Group 1 - Kuaishou-W (01024) experienced a significant stock increase, rising nearly 5% and over 11% in the previous day, with a current price of 77.1 HKD and a trading volume of 2.331 billion HKD [1] - The "Motion Control" feature is gaining popularity on overseas social media, allowing users to create diverse and shareable video content, with a16z partner Justine Moore referring to it as "the Nano Banana of the video world" [1] - The "Motion Control" feature is derived from Kuaishou's AI video generation model, Kling, which is set to release version 2.6 in December 2025, capable of generating complete audio and video in a single instance [1] Group 2 - According to Shenwan Hongyuan, global website traffic for the Kling AI model has significantly increased, surpassing competitors like Minimax, Runway, and Midjourney by the end of December 2025 [1] - Huafu Securities noted that the pricing for the Kling 2.6 model has increased, with the standard mode of the previous version charging 20 inspiration points for a 5-second video, while the new model only supports high-quality mode at a cost of 50 inspiration points, indicating expanded commercialization potential [1]

Group 1 - Kuaishou-W (01024) has seen a significant stock price increase, rising nearly 5% recently and over 11% the previous day, with a current price of 77.1 HKD and a trading volume of 2.331 billion HKD [1] - The "Motion Control" feature is gaining popularity on overseas social media, allowing users to create diverse and shareable video content, with a16z partner Justine Moore referring to it as the "Nano Banana of the video world" [1] - The "Motion Control" feature is derived from Kuaishou's AI video generation model, Kling, which is set to release version 2.6 in December 2025, capable of generating complete audio and video in a single instance [1] Group 2 - According to Shenwan Hongyuan, global website traffic for the Kling AI model has significantly increased, surpassing competitors like Minimax, Runway, and Midjourney by the end of December 2025 [1] - Huafu Securities notes that the pricing for the Kling 2.6 model has increased, with the high-quality model charging 50 inspiration points for a 5-second video, compared to the previous model's 20 and 35 inspiration points for standard and high-quality modes respectively, indicating expanded commercialization potential [1]