12月22日，中国人民银行发布一次性信用修复政策。作为配套福利，央行明确2026年上半年将额外增加 两次线下免费查询个人信用报告的机会。此前，个人每年通过自助查询机、柜台查询征信报告前两次免 费，第三次起需付费。叠加线上查询免费，此次一次性信用修复政策的落地完全能够满足大家核对逾期 记录、确认修复进度的需求。 3.国家数据局发布新一批30个公共数据"跑起来"示范场景 国家数据局发布新一批30个公共数据"跑起来"示范场景，通过场景培育和开放，促进公共数据开发利 用。本次发布的30个公共数据"跑起来"示范场景，涉及二手车交易卖方身份核验、医疗检查检验结果共 享互认、学业数据可信服务、玉米全产业链大数据应用等经济和民生领域。至此，我国已发布4批次共 100个公共数据"跑起来"示范场景。和前三批相比，本次第四批场景区域覆盖范围更广，其中，西部和 东北地区场景占比为35%。 1.硅基原子处理器实现11量子比特稳定联通 据最新一期《自然》杂志报道，澳大利亚初创公司SQC研究团队基于硅材料和磷原子构建了一种新型量 子处理器，在实验中实现了11个量子比特的联通，并保持了较高的运行保真度。这是目前规模最大的同 类硅基原子量子处 ...

Group 1 - A new silicon-based quantum processor developed by SQC has achieved stable connectivity of 11 qubits, marking a significant advancement in quantum computing [2] - The People's Bank of China will provide two additional opportunities for individuals to query their credit reports for free in the first half of 2026, enhancing access to credit information [3] - The National Data Bureau has released a new batch of 30 public data demonstration scenarios aimed at promoting the development and utilization of public data across various sectors [4] Group 2 - The film "Avatar 3" has underperformed at the box office, with a total revenue of over 400 million yuan in its first three days, negatively impacting related stocks such as Bona Film Group [5] - Sazhi Intelligent has completed two rounds of financing totaling several hundred million yuan, which will be used for technology research and development as well as the construction of smart manufacturing production lines [6] - Meituan has invested in a robotics company, indicating its strategic focus on the robotics sector and the future of smart living and automation [7] Group 3 - In November, China's export volume of sucralose increased by 73.89% month-on-month, while the cumulative export for the first 11 months saw a decline of 20.83% year-on-year [8] - Bank of America has raised its target price for Micron Technology, with significant increases in earnings per share forecasts for the fiscal years 2026, 2027, and 2028 [9] - Tesla has rapidly expanded its Robotaxi project in California, indicating growth in its autonomous driving initiatives [10] Group 4 - UBTECH has won a nearly 60 million yuan project in the Greater Bay Area, with total orders for humanoid robots reaching nearly 1.4 billion yuan in 2025 [11] - A new "Hainan Short Drama Export Industry Base" has been established to support the international distribution of digital content, enhancing the region's creative industry [12] - Yunyi Electric has stated that the impact of the return of production capacity from Anshi to the mainland is minimal, with all business operations proceeding normally [13]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 左手增持右手减持！上市公司原董事长因短线交易被罚款80万元 近日，深圳证监局对深圳市朗科科技股份有限公司（以下简称"朗科科技"，300042.SZ）原董事长周福池短线交易行为开出80万元罚单。 当事人一边公开承诺增持公司股票以"彰显信心"，另一边却暗中通过其完全控制的企业账户火速减持，构成"左手进、右手出"式短线交易。 2022年10月27日，朗科科技披露公告称，该公司董事长周福池计划在6个月内，通过其个人及100%控制的广东朗元科技有限公司，增持公司股份 不低于2000万元且不超过4000万元。公告中明确表示，此举是"基于对公司未来发展的信心和对公司长期投资价值的认可"。 左手增持右手减持！上市公司原董事长因短线交易被罚款80万元 时任董事长的周福池还进一步承诺，将在增持计划实施期间及法定期限内不减持所持有的公司股份。 周福池在公开承诺增持期间，通过其个人账户如约进行了买入操作。数据显示，2022年10月13日至2023年3月24日，周福池通过本人股票账户以集 中竞价方式买入"朗科科技"股票2135894股。4月13日，周福池开始操作 ...

本文源自：金融界AI电报 银矿股上涨，Endeavour Silver上涨4.8%，Silvercorp Metals涨4.6%，赫克拉矿业涨4.5%，Coeur Mining涨 5.3%。存储概念股劲升，美光涨4.0%，闪迪涨5.3%。甲骨文涨2.7%，富国银行给出的目标价较上周五 收盘价有近50%的上涨空间。霍尼韦尔跌0.9%，因Flexjet和解案计提4.7亿美元费用。 ...

Investment Rating - The investment rating for the companies mentioned in the report is "Buy" for Weike Technology (301196.SZ), Nengke Technology (603859.SH), Hehe Information (688615.SH), and Maixinlin (688685.SH) [10][13]. Core Insights - OpenAI launched the GPT-5.2-Codex, which is positioned as the most advanced coding model to date, enhancing software engineering automation and improving long-term context understanding and instruction adherence [4][25]. - Google's Gemini3Flash was released, breaking the traditional notion that speed and intelligence cannot coexist, indicating a new phase in AI technology and application paradigms [5][37]. - Lovable completed a $330 million Series B financing round, achieving a valuation of $6.6 billion, reflecting a 266% increase from its previous valuation [48][49]. Summary by Sections 1. Computing Power Dynamics - The rental prices for computing power remained stable, with specific configurations priced at 26.97 CNY/hour for Tencent Cloud and 31.58 CNY/hour for Alibaba Cloud [24]. - The token consumption for AI models increased, with OpenAI's models leading in usage [18][19]. 2. AI Application Dynamics - Deepl's weekly usage increased by 56.70%, indicating a significant rise in user engagement [36]. - Gemini3Flash demonstrated exceptional performance, achieving three times the response speed of its predecessor and excelling in complex cognitive tasks [39][40]. 3. AI Financing Trends - Lovable's financing round was led by CapitalG and MenloVentures, with participation from several notable venture capital firms, highlighting strong investor confidence in AI-native programming tools [48][49]. 4. Market Review - The AI application index and AI computing power index showed varying performance, with notable gains and losses among specific companies [54][56].

Core Viewpoint - Micron's Q3 financial results significantly exceeded expectations, raising questions about the impact of upstream wafer manufacturers' profit margins on the company's profitability and product pricing transmission [1] Group 1: Industry Dynamics - The prices of storage wafers and memory products are determined by the supply and demand dynamics of the storage industry, indicating a recovery in overall industry conditions rather than isolated cost changes [1] - The increase in wafer prices reflects a rebound in the overall health of the storage industry [1] Group 2: Company Positioning - Companies with R&D capabilities, product competitiveness, and supply chain resilience can more effectively convert industry prosperity into sustainable profit advantages [1]

责任编辑：山上 存储概念股盘前齐涨，美光科技涨3.2%，闪迪涨2.7%，西部数据涨2%，希捷科技涨1.7%。消息面上， CFM闪存市场预计，明年Q1 mobile/PC NAND价格还将上涨25%~30%，mobile/PC DRAM则上涨 30%~35%。此外，美光董事长兼CEO Sanjay Mehrotra日前透露，公司2026年全年高带宽内存(HBM)的 供应量已就价格和数量与客户达成协议，全部售罄。他还向市场传递一个重要信号：内存市场的供不应 求并非短期现象，而是一个结构性转变，供应紧张状况预计将"持续到2026日历年之后"。 美股频道更多独家策划、专家专栏，免费查阅>> ...

存储概念股盘前齐涨，美光科技涨3.2%，闪迪涨2.7%，西部数据涨2%，希捷科技涨1.7%。消息面上， CFM闪存市场预计，明年Q1 mobile/PC NAND价格还将上涨25%~30%，mobile/PC DRAM则上涨 30%~35%。此外，美光董事长兼CEO Sanjay Mehrotra日前透露，公司2026年全年高带宽内存(HBM)的 供应量已就价格和数量与客户达成协议，全部售罄。他还向市场传递一个重要信号：内存市场的供不应 求并非短期现象，而是一个结构性转变，供应紧张状况预计将"持续到2026日历年之后"。(格隆汇) ...

AI 热度不减，存储及光通信需求两旺 20251221 摘要 存储行业预计在 2026 年仍处于超级周期，DRAM 和 NAND 业务强劲增 长，美光科技一季度营收同比增长 57%，non-GAAP 毛利率达 57%， 净利润同比增三倍以上，预计资本支出将增至 200 亿美元，用于 HBM 及 E8 纳米产能扩张。 全球 NAND 市场自 2025 年初需求活跃，价格已翻倍以上上涨，由 AI 驱动的结构性需求爆发是主要因素，AI 服务器出货量增加及企业级固态 硬盘需求倍增，导致 9 纳米产品结构性短缺并大幅涨价。 美光科技预计 2028 年全球 HBM 市场规模将达 1,000 亿美元，未来三 年复合年增长率达 40%，预计下一季度收入为 187 亿美元，环比增长 38%，毛利率预期为 68%，海外原厂有望迎来周期股估值重构。 利基型存储如 DDR4 DRAM 和 SLC NAND 受益于网通设备需求增加及 大厂退出，价格呈现双位数以上环比上涨趋势，光通信板块也因 AI 影响 而火热，部分料号的光纤光缆价格出现一定幅度上涨。 AI 训练和推理场景对存储设备提出超大容量、低成本、高随机写入、高 耐久性及极快接口 ...

存储产业链的主要逻辑是什么？未来的市场前景如何？ 当前存储产业链的主要逻辑在于 AI，尤其是在训练和推理两个方面都有显著拉 动。我们预计 2026 年存储价格将保持强势，最看好的是涨价后的设备产业链 以及设计端的兆易创新。从资本开支层面来看，全球 DRAM 行业 2026 年的资 本开支增长率预计为 14%，达到 613 亿美元，而 NAND 则增长 5%，达到 220 亿美元。三星和海力士更侧重于 HBM DRAM，美光则双线并进，而闪迪 和凯霞由于没有 DRAM 业务，在 NAND 方面的投资更为积极。 从需求侧来看， 无论是训练还是推理，对存储的需求都在增加。训练数据需要从 HDD 或 SSD 加载到 DRAM，再进入 HBM 和 GPU 进行计算，同时模型训练过程中需要频繁 保存和加载数据，这使得 HBM 成为核心收益方向。而在推理端，KV Cache 和 RAG（Retrieval-Augmented Generation）也带来了大量需求。KV 2026 年初，预计部分厂商的市场份额将集中落地和交易，MatePad CPX 等产品以及正交方案都在向马 9 升级，Q 布的使用可能性大幅增加， 部分材 ...