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港股开盘:恒指跌0.41%、科指跌0.28%,芯片及有色金属概念股走高,科技股走势分化,保险及券商股走低
Jin Rong Jie· 2026-01-07 01:28
保利置业集团(00119.HK):2025年累计实现合同销售金额约502亿元,同比减少7.38%。 融创中国(01918.HK):2025年累计实现合同销售金额约368.4亿元,同比减少21.85%。 1月7日,昨夜美股大幅上升,大市气氛维持良好,道指及标普500指数再创历史新高,三大指数均录得 升幅收市。港股股指集体低开,其中恒生指数跌0.41%报26601.83点,恒生科技指数跌0.28%报5809.01 点,国企指数跌0.3%报9216.74点,红筹指数跌0.07%报4138.17点。 盘面上,大型科技股多数走低,阿里巴巴跌2.45%,腾讯控股跌0.79%,京东集团涨0.35%,网易涨 0.52%,哔哩哔哩跌1.31%;芯片股高开,华虹半导体涨超2%;有色金属板块延续涨势,紫金矿业涨超 1%;汽车股部分下跌,蔚来跌超2%。昨日领衔大市上涨的保险股、中资券商股走低。另外,半导体 股、脑机接口概念股多数上涨。 企业新闻 雅迪控股(01585.HK):预计2025年净利润不少于人民币29亿元,上一年同期为12.7亿元。主要由于电动 两轮车销售增加及优化产品结构所致。 协合新能源(00182.HK):成功于新加 ...
MiniMax公开发售获1209倍超额认购,港股科技ETF天弘(159128)跟踪指数三连阳,近20日“吸金”大幅领先同标的产品
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-07 01:23
Group 1 - The Hong Kong stock market experienced a volatile rise, with the National Index of Hong Kong Stock Connect Technology increasing by 0.76%, marking three consecutive days of gains [1] - Notable stocks leading the gains include SenseTime, which rose nearly 6%, along with Li Auto, JD Health, Tongcheng Travel, and Xpeng Motors [1] - The Tianhong Hong Kong Stock Technology ETF (159128) recorded a trading volume of nearly 430 million yuan, with a significant net inflow of approximately 650 million yuan over the past 20 days, achieving a net flow rate of 61.77% [1] Group 2 - Zhongtai Securities anticipates a strong spring market, suggesting that the upcoming trends will likely focus on high-prosperity industries amid a marginally improving macroeconomic environment [2] - Guotai Junan highlights the robust and certain growth of China's emerging technology and capital goods in the context of AI and industrialization trends in emerging markets [2] - The report emphasizes the ongoing global breakthroughs in chip technology and rising storage prices, alongside a domestic shortage of computing power infrastructure, which is expected to accelerate domestic production [2]
吉宏股份1月6日获融资买入1839.67万元,融资余额3.51亿元
Xin Lang Cai Jing· 2026-01-07 01:21
责任编辑:小浪快报 截至9月30日,吉宏股份股东户数4.08万,较上期增加10.93%;人均流通股7084股,较上期减少9.85%。 2025年1月-9月,吉宏股份实现营业收入50.39亿元,同比增长29.29%;归母净利润2.16亿元,同比增长 60.11%。 分红方面,吉宏股份A股上市后累计派现7.06亿元。近三年,累计派现5.19亿元。 机构持仓方面,截止2025年9月30日,吉宏股份十大流通股东中,香港中央结算有限公司位居第二大流 通股东,持股3941.08万股,相比上期减少8.79万股。 1月6日,吉宏股份涨0.06%,成交额2.12亿元。两融数据显示,当日吉宏股份获融资买入额1839.67万 元,融资偿还1965.74万元,融资净买入-126.08万元。截至1月6日,吉宏股份融资融券余额合计3.51亿 元。 融资方面,吉宏股份当日融资买入1839.67万元。当前融资余额3.51亿元,占流通市值的5.34%,融资余 额超过近一年90%分位水平,处于高位。 融券方面,吉宏股份1月6日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量100.00股,融券余额1726 ...
数据变现之前,先回答三个灵魂之问
3 6 Ke· 2026-01-07 00:42
如果要负责为上千名音乐人分析专辑销量、粉丝数据、社交媒体及周边商品的数据,你会怎么做?这正 是纳拉斯·伊查姆巴迪(Naras Eechambadi)在2021年加入环球音乐集团(UMG)时面对的挑战。这个 集团旗下艺人包括Lady Gaga、Eminem等当红巨星,披头士等传奇乐队,还有众多新锐音乐人。作为公 司第一位全球首席数据与分析官,他需要建立起一个能让UMG的海量数据为其众多业务部门和合作伙 伴所用的机制。为此,他带领团队整合了来自实体门店、电商平台、社交媒体、营销活动、电子邮件, 以及客户关系管理系统(CRM)的数据,开发出一套名为"粉丝分析、营销与电商系统"(FAME)的报 表分析工具,帮助包括唱片公司和艺人在内的UMG合作伙伴识别增长机遇。 FAME系统不仅能提供关于每位乐迷行为的精细化数据与洞察,还能自动生成针对个体的后续行动建 议。很快,营销活动中的听众参与度和转化率就得以显著提升,推动电商渠道收入实现了超过30%的增 长。而且在签约新艺人与唱片公司时,FAME系统还为UMG带来了显著优势。通过将UMG分散杂乱的 数据整合为一体化的易用工具,伊查姆巴迪团队找到了一条在拓展业务同时,始终能与" ...
新浪财经隔夜要闻大事汇总:2026年1月7日
Xin Lang Cai Jing· 2026-01-06 23:37
来源:喜娜AI 一、市场: ●1月7日收盘:标普指数创新高,道指首次收在49000点之上 北京时间1月7日凌晨,美股周二收高,科技股重拾涨势,美光上涨超10%。标普500指数创历史新高, 道指亦创新高并首次收于49000点之上。美股"七巨头"成员亚马逊及与人工智能相关股票支撑大盘。科 技股年初势头迅猛,美光年初至今已涨约18%。投资者押注美国抓捕委内瑞拉领导人马杜罗事件不会引 发更大冲突,市场未受太大干扰,三年牛市继续延伸。此外,市场关注美联储官员言论,理事米兰称 2026年需降息超一个百分点。 [1] ●1月7日美股成交额前20:英伟达欲挑战特斯拉等公司的FSD主导地位 周二美股成交额前 20 中,特斯拉收跌 4.14%,成交 383.91 亿美元,1 月 6 日发布新购车方案。英伟达 收跌 0.47%,成交 331.36 亿美元,试图挑战特斯拉等在自动驾驶领域的主导地位,发布开源自动驾驶 模型,CEO 称 H200 芯片生产推进顺畅,预测今年业绩好。美光收高 10.02%,因财报出色且 DRAM 价 格上涨获"买入"评级。亚马逊收高 3.38%,推出网页版 Alexa+AI 助手。此外,AMD 收跌,闪迪 ...
1月7日隔夜要闻:道指、标普均创历史新高 油价下跌 镍价飙升 金价走高 英伟达高管齐发积极信号
Xin Lang Cai Jing· 2026-01-06 22:57
欲览更多环球财经资讯,请移步7×24小时实时财经新闻 市场 来源:环球市场播报 1月7日收盘:标普指数创新高,道指首次收在49000点之上 1月7日美股成交额前20:英伟达欲挑战特斯拉等公司的FSD主导地位 1月7日热门中概股涨跌不一 拼多多涨2.97%,阿里巴巴跌3.43% "意愿联盟"达成共识 敲定对乌战后安全保障方案 美国与乌克兰盟友就向战后乌克兰提供安全保障取得进展 油价因供应前景及委内瑞拉产量不确定性而下跌 贵金属、铜期集体走高 COMEX黄金涨超 1% 欧洲股票市场再创新高 诺和诺德带动医疗保健股上涨 宏观 美最高法院定于9日就关税问题作出裁决 特朗普:若输中期选举,我可能被弹劾 特朗普政府正在讨论获取格陵兰岛的方案 包括军事选项 白宫:特朗普考虑动用美军夺取格陵兰岛 美国特使威特科夫:就乌克兰安全保障框架取得"重大进展" 美以叙三方就巴黎会谈发表联合声明 委内瑞拉代总统称没有任何外部势力在治理该国 公司 马斯克旗下xAI完成200亿美元融资 投资者中包括英伟达 黄仁勋等英伟达高管齐发积极信号 看好公司营收比预测更加乐观 英特尔正打造掌上游戏专属平台,含定制芯片 苏姿丰:人工智能并非取代人类,而是 ...
一线反馈:中国-拉美航运与贸易怎么样了?
Di Yi Cai Jing· 2026-01-06 22:41
Core Insights - The ongoing tensions between the U.S. and Venezuela are impacting trade dynamics, but overall shipping and trade activities remain stable, with some companies adopting a cautious approach while continuing to explore the South American market [1][2] Trade and Shipping Impact - Current shipping activities in Latin America have not shown significant disruption, although some clients are choosing to delay shipments or adjust routes, particularly to La Guaira port in Venezuela [2] - Major shipping companies have not ceased operations in Venezuela, and all ports remain open and operational [2][3] - The overall trade volume with Venezuela is limited due to long-standing U.S. sanctions, and the impact on trade is expected to be minimal [2][3] E-commerce and Market Dynamics - E-commerce platforms like Mercado Libre are not currently affected by the situation in Venezuela, as their cross-border business does not include the Venezuelan site [3][4] - Mercado Libre aims to enhance logistics and deepen market penetration in key Latin American countries, with a target to increase the total transaction volume by five times in the next three years [4] Trade Growth and Challenges - China's trade with Latin America has shown mixed results, with imports and exports growing by 5.6% and 7.9% respectively, but lagging behind other regions [6] - The shipping rates for Latin American routes have been declining, contrasting with increases in other regions, indicating a stable demand but challenging pricing environment [6][7] Sector-Specific Insights - The automotive sector is a significant area of growth, with predictions indicating a 33% increase in Chinese automotive exports to Latin America in 2025 [9] - High-value products such as machinery, electronics, and new energy equipment are seeing increased trade volumes, reflecting a shift in market dynamics [8] Future Outlook - The trade relationship between China and Latin America is expected to benefit from free trade agreements and tariff reductions, although future developments will depend on geopolitical factors [10]
商务部:已培育绿色商场1161家 绿色饭店3500家
Yang Shi Wang· 2026-01-06 18:31
Group 1 - The core viewpoint of the articles emphasizes the Chinese government's commitment to promoting green consumption through various initiatives and policies aimed at enhancing sustainable practices in the retail and service sectors [1][3] Group 2 - The Ministry of Commerce plans to focus on key areas and links of green consumption, particularly through the implementation of a trade-in program for consumer goods, which includes subsidies for high-efficiency green appliances, green home products, green building materials, and new energy vehicles [1] - As of now, the Ministry of Commerce has guided the establishment of 1,161 green malls and 3,500 green hotels across the country, indicating significant progress in fostering green businesses [3] - Multiple e-commerce platforms are collaborating with upstream and downstream merchants to form green cooperation alliances and establish low-carbon operational standards, encouraging small and medium-sized enterprises to participate in the green transition [3]
一线反馈:中国-拉美航运与贸易怎么样了
第一财经· 2026-01-06 16:19
Core Viewpoint - The ongoing tensions between the U.S. and Venezuela have not significantly impacted trade routes and import-export activities between China and Latin America, although some businesses are adopting a cautious approach [3][4]. Group 1: Trade and Shipping Impact - Current shipping and trade activities related to Venezuela are generally stable, with some clients delaying shipments or adjusting routes due to the geopolitical situation [3][4]. - Major shipping companies have not ceased operations in Venezuela, and all ports remain open and operational [6][7]. - The overall impact on trade is limited, as Venezuela has been under U.S. sanctions for years, resulting in already restricted trade volumes [6][7]. Group 2: E-commerce and Market Dynamics - E-commerce platform Mercado Libre has not opened its Venezuelan site, thus Chinese sellers are not currently affected [7]. - Mercado Libre's 2026 strategy focuses on enhancing logistics and expanding into new markets, aiming for a fivefold increase in total transaction volume and a tenfold increase in Chinese sellers over the next three years [7][12]. - Despite the geopolitical tensions, the demand for Chinese products in Latin America, particularly in Brazil and Mexico, remains strong, with significant growth in e-commerce sales [12][13]. Group 3: Trade Statistics and Trends - In the first eleven months of 2025, China's trade with Latin America saw a year-on-year increase of 5.6%, with exports growing by 7.9% and imports by 2.9% [9]. - The shipping rates for Latin American routes have been declining, contrasting with increases in other regions, indicating a stable demand but lower pricing [9][10]. - The automotive sector is a key area of growth, with predictions of a 33% increase in Chinese automotive exports to Latin America in 2025 [12][13]. Group 4: Future Outlook - The trade relationship between China and Latin America is expected to benefit from free trade agreements and tariff reductions, although future developments will depend on geopolitical dynamics [14].
数字经济时代的商业生态重构引擎
Sou Hu Cai Jing· 2026-01-06 15:26
在电子商务渗透率持续突破、消费者需求日益碎片化的今天,传统的单一B2B或B2C模式已难以应对复杂多变的市场环境。B2B2C (Business to Business to Consumer)作为一种创新的商业模式应运而生,它并非B2B与B2C的简单叠加,而是通过一个中心化平台,将上 游品牌商/供应商(第一个B)、平台运营方(第二个B)与终端消费者(C)深度连接,构建了一个多方参与、价值共生的商业生态系 统。这一模式正以其强大的资源整合能力、效率提升潜力以及对用户体验的重塑,成为引领零售、制造等多个行业进行数字化转型的关 键路径。 一、核心内涵与演进:从交易平台到生态枢纽 B2B2C的本质在于打破了传统线性供应链的壁垒,实现了从生产端到消费端的无缝对接与信息透明。 1.1 模式定义与价值闭环 B2B2C模式的核心是构建"供应商-平台-消费者"的三方价值闭环。平台方作为生态组织者,一方面为供应商(或 入驻商户)提供线上店铺、营销工具、订单处理等基础设施与服务,助其触达更广阔的市场;另一方面为消费者汇聚了海量商品与统一 的服务标准,提供一站式的购物体验。对于平台而言,其价值在于整合资源、掌控渠道与数据,并通过佣金 ...