王爷说财经讯：看好，十分看好！上调预期！ 你敢信吗？就在今天，华尔街的"带头大哥"高盛彻底掀翻了桌子！ 发生了什么？1月22日，高盛突然发布了一份让整个金融圈炸锅的研报， 直接把2026年底的黄金目标价，从之前的4900美元/盎司，硬生生拔高到了5400美 元！这可是整整500美元的涨幅，相当于目前很多人好几个月的工资！ 什么情况？现在的金价不是还在4800美元附近震荡吗？高盛凭什么敢拍着胸脯说还能大涨30%？这究竟是机构的"诱多"陷阱，还是真正的财富大风口？我们 普通人到底还能不能上车？ 01、黄金大涨背后：谁在背后疯狂"扫货"？ 别被那些复杂的K线图吓住了，高盛这次调价的逻辑其实简单得可怕： 买的人太多了，根本停不下来！ 这背后主要有两股"神秘力量"在抢筹码。 第一股力量，是 各国央行，尤其是新兴市场的央行。 你以为只有大妈才爱买金子？ 错！现在的央行才是最大的"金主"。 高盛预测，光是2026年这一年，全球央行平均每个月就要买走 60吨黄金！ 为什么？ 因为他们不傻。 在全球局势动荡、美元信用摇摇晃晃的今天，黄金就是最硬的"压舱石"。 这就好比家里存粮，平时觉得现金好用，真到了荒年，手里有粮才不慌。 各 ...

Core Insights - The company plans to launch Bitcoin and Ethereum spot trading in the first half of 2026 and will introduce high-touch trading services for institutional clients in Q1 [1] - The acquisition of Forge is expected to be completed in the coming months, aimed at attracting high-net-worth clients and enhancing asset gathering [1] - In 2025, the company reported a net new asset increase of $519 billion, a 42% year-over-year growth, with retail and advisor segments growing approximately 33% and over 42% respectively [1][6] - The average age of the company's clients has decreased by about 10 years over the past decade, with approximately one-third of new clients last year being Gen Z [6] Financial Guidance - The CFO provided a financial outlook for 2026, projecting total revenue growth of approximately 9.5% to 10.5% year-over-year [2] - The company expects a net interest margin (NIM) for the year to be in the range of 2.85% to 2.95%, even with a hypothetical 50 basis point decrease in the federal funds rate [2] Business Strategy - The company is focusing on loan growth and will continue to seek strong lending opportunities in 2026, with a significant emphasis on both bank loans and financing transactions [3] - The alternative investment platform is experiencing growth, with positive client feedback, particularly from high-net-worth clients [4] - The company aims to enhance its service capabilities for high-net-worth clients by introducing tax-related services and hiring experienced wealth advisors [4][5] Growth Drivers - The company identifies several potential accelerators for net new asset growth, including the full launch of crypto services, expansion of workplace business, and increased presence of financial advisors [6] - The lending segment is seen as a key growth area, with the current penetration rate of pledged asset lines (PAL) among retail ultra-high-net-worth clients at approximately 9%, which management believes can significantly increase [8][9] Capital Management - The company maintains a capital management framework that prioritizes supporting core business growth and client needs before considering shareholder returns [10] - The target range for the adjusted Tier 1 capital leverage ratio remains at 6.75% to 7%, with potential fluctuations due to interest rate changes [14] Client Engagement - The performance of the Ameritrade client base has improved, with net new assets and engagement with wealth solutions showing significant acceleration [15] - The company emphasizes the importance of deepening relationships with existing clients to enhance asset concentration and client satisfaction [16] Profitability and Efficiency - The company expects profit margins to continue rising due to revenue diversification and balanced expense management [17] - AI applications are being utilized to improve efficiency in client services, with a focus on maintaining low service costs while enhancing productivity [17]

Core Viewpoint - The visit of the Changsha delegation to Hong Kong aims to enhance investment attraction and talent recruitment, deepening cooperation between Changsha and Hong Kong in alignment with national strategies and the Guangdong-Hong Kong-Macao Greater Bay Area initiative [1][4]. Group 1: Investment and Talent Recruitment - Changsha has been actively promoting both investment attraction and talent recruitment, creating a "strong magnetic field" for talent and industry collaboration [4]. - The Changsha-Hong Kong New Year exchange meeting highlighted the long-standing cooperation and friendship between the two regions, with an emphasis on further deepening talent cultivation, innovation collaboration, and industrial linkage [4]. Group 2: Economic and Technological Cooperation - During the visit, the Changsha delegation engaged with various Hong Kong governmental and business entities to discuss economic, technological, and talent exchange, seeking guidance and support for deeper cooperation [6]. - The delegation visited key innovation centers in Hong Kong, including the Hong Kong Science Park and Hong Kong University, to explore collaboration opportunities in smart construction and artificial intelligence [6]. Group 3: Agreements and Initiatives - The exchange meeting included the signing of talent and technology cooperation projects between Changsha and Hong Kong, along with the awarding of the "Changsha Enterprises Listing Hong Kong Home" plaque [4].

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 1月22日消息，在 世界经济论坛期间，英伟达CEO黄仁勋对谈贝莱德CEO拉里·芬克。 黄仁勋称，自己最后悔的事情，就是曾经在英伟达市值3亿美元的时候出售股票，给父母买了一辆奔驰车，称"这是世界上最贵的车。" 近日，在瑞士达沃斯举行的世界经济论坛期间，英伟达创始人兼首席执行官黄仁勋与贝莱德集团首席执行官拉里·芬克展开对谈。 期间黄仁勋透露了自己人生中最后悔的一件事。在英伟达上市初期出售股票为父母购买奔驰轿车，并称从当前公司市值来看，这辆车堪称"世界上最昂贵 的汽车"。 据黄仁勋在对谈中披露，英伟达与贝莱德均于 1999 年完成首次公开募股，当时英伟达上市后的估值仅为 3 亿美元。 为了给父母一份"不错的礼物"，他在公司上市后不久便出售了部分个人持有的英伟达股票，用所得资金为父母购买了一辆梅赛德斯 - 奔驰 S 级轿车。 拉里·芬克在现场还特意开玩笑称，两家公司上市后投资年化收益存在明显差距，贝莱德的投资年化收益为 21%，而英伟达的投资年化收益则高达 37%， 这一对比更凸显出黄仁勋当年售股决策的"遗 ...

Core Viewpoint - The company, Junyu Foundation (01757), is expanding its business operations into the financial services sector, aiming to diversify its revenue sources and enhance shareholder value [1] Group 1: Company Overview - Junyu Foundation is primarily engaged in providing foundation engineering services in Hong Kong, including excavation, lateral support works, cap construction and demolition, underground drainage, earthworks, and structural reinforcement services [1] - The company also rents machinery to third-party construction firms [1] Group 2: New Business Development - The company intends to develop new business activities in the financial services sector, focusing on regulated activities under Class 1 (securities trading), Class 4 (advising on securities), Class 9 (asset management), and trust services [1] - The board believes that the strong macro support from government policies will bolster the prospects of the financial services industry in Hong Kong [1] Group 3: Strategic Expansion - The board views the initiation of this new business as a strategic expansion of the company's operations, aimed at diversifying income sources and seizing new market opportunities within the financial services sector [1] - This development is expected to align with the overall interests of the company and its shareholders [1]

Core Viewpoint - The company, Junyu Foundation (01757.HK), is expanding its business into the financial services sector, aiming to diversify its revenue sources and enhance shareholder value [1] Group 1: Company Overview - Junyu Foundation is primarily engaged in providing foundation engineering services in Hong Kong, including excavation, lateral support works, cap construction and demolition, underground drainage, earthworks, and structural reinforcement services [1] - The company also rents machinery to third-party construction firms [1] Group 2: New Business Development - The company intends to develop new business activities in the financial services sector, focusing on regulated activities under Class 1 (securities trading), Class 4 (advising on securities), Class 9 (asset management), and trust services [1] - The board believes that the macro support from government policies indicates a strong outlook for the financial services industry in Hong Kong [1] - This strategic expansion into financial services is seen as a way to diversify income sources and seize new market opportunities within the financial sector [1]

Group 1 - The core viewpoint of the article is that Junyu Foundation (01757) is expanding its business operations into the financial services sector, aiming to diversify its revenue sources and enhance shareholder value [1] Group 2 - The company primarily operates as a subcontractor in Hong Kong, providing foundation engineering services, including excavation, lateral support works, demolition, underground drainage, earthworks, and structural reinforcement services [1] - In addition to its core services, the company also rents machinery to third-party construction firms [1] - The board of directors is actively seeking to improve the company's operational and financial status by introducing new business lines [1] Group 3 - The new business will focus on regulated activities under Class 1 (securities trading), Class 4 (advising on securities), Class 9 (asset management), and trust services [1] - The board believes that the macro support from government policies indicates a strong outlook for the financial services industry in Hong Kong [1] - The expansion into financial services is seen as a strategic move to diversify income sources and seize new market opportunities within the financial sector [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全部或任何部份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責 任。 Afuent Foundation Holdings Limited 俊裕地基集團有限公司 （於開曼群島註冊成立的有限公司） （股份代號：1757） 自願公告 開展新業務 周振林 香 港，二 零 二 六 年 一 月 二 十 二 日 於 本 公 告 日 期，董 事 局 包 括 執 行 董 事 周 振 林 先 生，非 執 行 董 事 張 章 女 士 以 及 獨 立 非 執 行 董 事 鄭 承 欣 女 士、蔡 志 熙 先 生 及 周 文 灿 女 士。 – 1 – 董 事 局 謹 此 強 調，於 本 公 告 日 期，新 業 務 未 必 會 進 行，且 本 集 團 並 無 就 新 業 務 訂 立 任 何 具 法 律 約 束 力 的 協 議。倘 新 業 務 得 以 落 實，本 公 司 將 根 據 香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 ...

| Date | lime | | --- | --- | | January 22, 2026 | 16:30-17:00 CET | 1月22日，今年的世界经济论坛，突然迎来了一位意外的"客人"——世界首富埃隆·马斯克将出席并发表讲话。 按照原定披露的官方日程，马斯克原本预计不会参加世界经济论坛。但在美国总统特朗普发表演讲一天后，这位特斯拉和SpaceX公司的首席执行官突然已 被列入活动日程——这预计也是马斯克首次正式现身达沃斯世界经济论坛。 根据达沃斯官方披露的消息，马斯克将于瑞士时间周四下午4点30分（北京时间周四晚间11点30分）与贝莱德集团首席执行官拉里·芬克一同出席一场会议。 马斯克首度现身达沃斯论坛？ 追溯过往，马斯克与达沃斯论坛的组织者之间一直关系紧张。 2022年，马斯克曾表示，自己拒绝了达沃斯论坛的邀请，并在社交媒体上写道，达沃斯论坛"无聊透顶"。 而世界经济论坛当时澄清道，他们并没有邀请马斯克，事实上自2015年以来该论坛就没有再邀请过马斯克。 该论坛主办方的发言人当时声称，该论坛组织者过去曾多次邀请马斯克参加年会，最后一次发出邀请是在2015年，但他从未实际登记或到场参会。 2023 ...

★ 宏观动态 ★ 海关总署：立即停止使用法国Picot婴幼儿配方奶粉 海关总署发布关于立即停止使用法国Picot婴幼儿配方奶粉的消费提示，近日，法国乳制品企业拉克塔利斯公 司（Lactalis）发布信息，称其正在包括中国在内的18个国家（地区）召回多个批次的Picot品牌婴幼儿配方奶 粉，原因是相关产品可能含有蜡样芽孢杆菌毒素。目前，我国暂未发现Picot品牌婴幼儿配方奶粉进口记录。 海关总署进出口食品安全局提醒消费者，请立即停止使用个人通过携带、代购等方式可能保有的涉事产品，并 密切关注拉克塔利斯公司的后续召回进展，安全理性作出消费选择。 据复旦大学消息，该校科研人员通过设计新型架构，率先在柔软、富有弹性的高分子纤维内实现了大规模集成 电路制备，把"纤维芯片"从概念变为现实。相关研究成果于1月22日在国际学术期刊《自然》上发表。据介 绍，团队已在实验室初步实现"纤维芯片"的规模制备。所制备的芯片中，电子元件（如晶体管）集成密度达10 万个/厘米，通过晶体管与其他电子元件高效互连，可实现数字、模拟电路运算等功能。 ★ 金融机构 ★ 高盛：将2026年12月黄金价格预测上调至5400美元/盎司 央行1月23日开 ...