格隆汇1月9日｜国际要闻： 13、A股投资避雷针︱贝斯美：子公司永安化工收到检察机关起诉书；振芯科技：控股子公司收到违规 处理决定。 大中华区要闻： 1、美股三大指数收盘涨跌不一，英特尔跌超3%，中概指数涨1.09%； 2、WTI 2月原油期货收涨3.16%，报57.76美元/桶； 3、美联储理事米兰呼吁宽松救市 称今年应该降息150个基点； 4、年度商品指数调仓周四启动 超百亿美元被动卖盘将冲击金银； 5、芝商所再出手 近期第三次上调贵金属期货保证金； 6、特朗普政府考虑砸钱说服格陵兰人"加入"美国； 7、特朗普称已决定美联储主席人选； 8、特朗普：我不需要国际法； 9、矿业巨头嘉能可与力拓重启合并谈判； 10、马斯克称终极目标是每年生产1万艘星舰飞船； 11、委内瑞拉股指近期暴涨124% 外国投资者寻求入场机会； 12、"求稳"高于一切 委内瑞拉新高层以石油出口换取执政生机； 13、伊朗外长称做好准备应对战争； 14、雀巢：已在至少50个国家启动召回部分奶粉； 1、英伟达要求中国客户订购H200芯片付全款； 2、中国据报最快本季内批准进口英伟达H200芯片 3、商务部回应审查Meta收购Manus：企业从 ...

Group 1 - The Federal Reserve is expected to lower interest rates by 150 basis points this year [3] - The CME has announced an increase in margin requirements for gold, silver, platinum, and palladium futures [12] - The U.S. is discussing a payment of $10,000 to $100,000 to buy Greenland residents [10] Group 2 - The U.S. stock market showed mixed results, with the Dow Jones up by 0.55% and the Nasdaq down by 0.44% [4] - The Hang Seng Index fell by 1.17%, with significant declines in technology stocks [5] - A-shares maintained a volatile trend, with the Shanghai Composite Index down by 0.07% [6] Group 3 - The international oil market saw a rebound, with WTI crude oil rising by 3.61% to $58.33 per barrel [3][7] - Gold prices increased by 0.47%, closing at $4,477.42 per ounce [7] - The market is preparing for a significant sell-off of futures contracts worth billions [3]

Group 1 - The core focus of Huang Renxun's speech at CES this year was the introduction of the new chip platform "Rubin," which showcases Nvidia's aggressive innovation strategy by launching six new chips at once, a significant departure from the traditional approach of introducing one or two new chips at a time [2] - Nvidia's collaboration with Lenovo to launch a gigawatt-level AI factory plan, termed "AI Cloud Super Factory," aims to accelerate enterprise-level AI development, further emphasizing the competitive landscape in the tech industry [2] - The overall sentiment in Silicon Valley reflects an increased intensity and competition, with many companies and individuals feeling a sense of urgency to innovate and capitalize on opportunities, driven in part by advancements in AI technology [4][6] Group 2 - Elon Musk is also noted for his heightened activity, with significant announcements regarding SpaceX's potential IPO and the mass production of brain-machine interfaces, indicating a broader trend of increased ambition and rapid progress in the tech sector [5] - The competitive atmosphere in Silicon Valley is likened to the entrepreneurial spirit seen during China's "mass entrepreneurship and innovation" period, with many individuals actively seeking opportunities to start businesses or advance their careers [6] - The competitive pressure from Chinese technology advancements is perceived to be motivating Silicon Valley companies to innovate more rapidly, creating a dynamic where both regions are pushing each other to excel [6]

Group 1: Medical Innovations - In 2026, gene editing technology is expected to gain momentum, with two significant clinical trials focusing on rare metabolic diseases and immune system genetic disorders [2] - A cancer detection clinical trial involving over 140,000 participants is anticipated to reveal results in 2026, potentially identifying around 50 types of cancer through a single blood test [2] - AI is predicted to play a crucial role in disease screening and diagnosis, with a focus on AI-driven biomarker detection in the life sciences sector [2][3] Group 2: Climate Change and Renewable Energy - The global average temperature is projected to exceed pre-industrial levels by 1.4 degrees Celsius in 2026, continuing a trend of rising temperatures [3] - Renewable energy is expected to surpass traditional energy sources, with significant contributions from China, which plans to add over 20 million kilowatts of wind and solar power capacity in 2026 [3][4] Group 3: Space Exploration - 2026 is set to be a busy year for lunar exploration, with China's Chang'e 7 mission targeting the challenging lunar south pole [5] - The U.S. Artemis 2 mission aims to send astronauts on a lunar flyby, marking the first crewed lunar mission in over 50 years [6] - Various countries, including India and Japan, have planned significant space missions, including crewed flights and solar observation [6][7] Group 4: AI in Research - AI is transforming research processes, with predictions of significant scientific breakthroughs driven by AI in 2026 [8] - The integration of multiple large language models for complex tasks is expected to become more common, enhancing research efficiency [8] - AI's influence is anticipated to expand across various sectors, with over two-thirds of economists expecting it to generate commercial value within the year [8]

Group 1 - China Petroleum & Chemical Corporation and China Aviation Oil Group have received approval from the State Council for a restructuring [2] - The Guangzhou Municipal Government has issued a plan to accelerate the construction of an advanced manufacturing city from 2024 to 2035, focusing on reusable rocket technology and establishing testing bases for large liquid rockets [2] - On January 8, polysilicon futures hit the limit down with a decline of 9%, following a meeting where the State Administration for Market Regulation discussed monopoly risks with major solar companies [2] Group 2 - Nestlé has initiated a precautionary recall of specific batches of infant formula in several European countries, with the Chinese subsidiary complying with the recall to protect consumer rights [3] - Fenglong Co. may apply for a trading suspension if its stock price continues to rise abnormally [5] - Pritchard Co. does not expect large-scale orders for its LCP film products in the brain-computer interface sector in the short term [6] - Vanke A has announced the resignation of its retiring executive vice president, Yu Liang [7] - Jiangshun Technology is planning to jointly invest in the establishment of an investment fund [8] - Kuanse Co. clarified that it is not involved in commercial aerospace or satellite navigation businesses, countering media reports [9]

周四（1月8日），A股窄幅震荡，沪指微跌仍录得连续15个阳线。沪深两市成交额2.8万亿元，较上一个交易日小幅缩量， 但已连续4个交易日超2.5万亿元。个股方面，全市场超3700只个股上涨，其中111只个股涨停。 盘面上，商业航天爆发涨停潮，其中航天南湖、海兰信20CM封板！高人气军工ETF华宝（512810）场内涨超4%，创近半 年最大单日升幅，日内价格连续刷新2016年8月上市以来新高！热门通用航空ETF华宝（159231）场内收涨超4%再创上市 新高，资金单日再度净申购1400万份。 此外，据智通财经报道，工信部等八部门印发《"人工智能+制造"专项行动实施意见》，重点布局国产AI产业链的科创人 工智能ETF华宝（589520）、与国产算力相关的大数据ETF华宝（516700）以及信创ETF基金（562030）场内纷纷涨超 1%。 | 序号 | 代码 | 类型 名称 | 现价 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | --- | | 1 | 159231 | 主 通用航空ETF华宝 | 0.726 c | 4.46% | 1997.19万 | | 2 | 5 ...

Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the ChiNext Index fell over 1% during the session. The total trading volume in the Shanghai and Shenzhen markets reached 2.8 trillion yuan, a decrease of 53.8 billion yuan compared to the previous trading day, marking the fourth consecutive day with trading volumes exceeding 2.5 trillion yuan [1] Sector Performance - The market saw rapid rotation of hotspots, with over 3,700 stocks rising, including 111 stocks hitting the daily limit. The commercial aerospace sector witnessed a collective surge, with more than twenty constituent stocks reaching the daily limit, including Lushin Investment, which achieved eight consecutive limit-ups in ten days, and Goldwind Technology, which had three consecutive limit-ups [1] - The brain-computer interface concept continued to show strength, with stocks like Innovation Medical, Prilite, and Nanjing Panda achieving four consecutive limit-ups. The controllable nuclear fusion concept was also active, with China First Heavy Industries, China National Machinery Industry Corporation, and China Nuclear Engineering reaching two consecutive limit-ups [1] - The AI application concept rose, with stocks such as Jiuxin Software and Baoxin Software hitting the daily limit. Conversely, sectors like large finance, rare earth permanent magnets, and non-ferrous metals saw significant declines, with the securities sector collectively dropping, including Huayin Securities hitting the daily limit down [1] Institutional Activity - Institutional participation increased compared to the previous day, with 38 stocks having net buy/sell amounts exceeding 10 million yuan. Among these, 20 stocks were net bought, while 18 were net sold. Notable net purchases included Aerospace Electric at 276 million yuan, Zhenlei Technology at 259 million yuan, and Luyan Pharmaceutical at 186 million yuan. On the other hand, significant net sales were observed in Goldwind Technology at 668 million yuan, Chipone Technology at 632 million yuan, and Qiangyi Co., Ltd. at 315 million yuan [2]

证券日报网讯1月8日，长缆科技（002879）在互动平台回答投资者提问时表示，公司成功进入商业航天 领域，实现了材料、箱柜、连接器、机电等产品在航天行业的导入。公司将积极开拓新兴市场，为未来 发展注入新动能。 ...

Core Viewpoint - The article emphasizes the resurgence of the aerospace sector as a leading investment theme in the A-share market, highlighting significant developments and market reactions related to space technology and companies involved in this industry [1]. Group 1: Aerospace Sector Developments - The aerospace sector has regained its status as a market leader, with nearly 50 stocks in this sector hitting the daily limit up [11]. - Key events include the upcoming launch of the "Vesta-1 Sea Launch" commercial rocket by Xinhai Power and the construction of China's first offshore reusable rocket production base by Arrow Yuan Technology [11][15]. - The market is reacting positively to the news that SpaceX will begin factory inspections in mid-January, which is expected to boost interest in space photovoltaic concepts [11]. Group 2: Market Performance and Trends - The A-share market experienced a slight decline, with the Shanghai Composite Index down 0.07% and total market turnover at 28,265.33 billion yuan, a decrease of 552.34 billion yuan from the previous day [11]. - Despite the overall market decline, the aerospace sector saw significant investment, with stocks like Jun Da Co. and Maiwei Co. reaching their daily limit up [11]. - The article notes a strong interest in the space photovoltaic concept, particularly in perovskite battery technology, which is viewed as a promising route for future developments [11][4]. Group 3: Regulatory and Industry News - A recent meeting involving the State Administration for Market Regulation addressed monopoly risks in the photovoltaic industry, leading to a drop in the main contract for polysilicon [6]. - The meeting included major players in the photovoltaic sector, indicating a regulatory focus on ensuring fair competition and compliance within the industry [6]. Group 4: Investment Sentiment and Capital Flows - The net inflow of capital into the defense and military industry was the largest among sectors, with significant investments in companies like Yanshan Technology and Aerospace Electronics [22]. - The article highlights the growing enthusiasm for domestic chip concepts and the active participation of various sectors in the market, reflecting a shift in investor sentiment towards technology and innovation [11][22].

转自：智通财经 注：智通财经VIP为内容资讯产品，并非投资建议。以下内容仅为资讯价值展示非对相关公 司的推荐建议，非未来走势预测。投资有风险，入市需谨慎。 1月7日21:47《狙击龙虎榜》 追踪市场热点，指出顺灏股份持股的北京轨道辰光科技及其母公司北京星 辰未来空间技术研究院是北京太空数据中心建设的牵头单位，分别承担"总体设计部"和"建设运营商"责 任。顺灏股份在1月8日收获涨停。 《狙击龙虎榜》：揭秘游资模式，找寻资金背后的逻辑！ 市场热点一 商业航天 消息面上，据"钱塘发布"微信公众号消息，箭元科技中大型液体运载火箭总装总测及回收复用基地在浙 江钱塘破土动工。这标志着国内首个海上回收复用火箭产能基地，也是首个不锈钢火箭超级工厂正式启 航。 《研选》：从机构角度评选更有价值的研报。 1月8日07:02《研选》 精选商业航天研报，指出Starlink在全球7大洲连接超过900万活跃用户，手机直连 卫星业务初具规模，即将进入高速发展阶段，提及信维通信、航天环宇，1月8日收盘，信维通信大涨 13.71%，航天环宇涨7.95%。 《盘中宝》：盘中有「宝」，快人一步！ 1月5日 09:01《盘中宝》 发文并引用分析师 ...