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美股盘前要点 | 特朗普拟猛增军费预算,商务部回应审查Meta收购Manus
Ge Long Hui· 2026-01-08 12:37
Group 1 - U.S. stock index futures are all down, with Nasdaq futures down 0.25%, S&P 500 futures down 0.17%, and Dow futures down 0.34% [1] - Major European stock indices are collectively down, with Germany's DAX down 0.08%, UK's FTSE 100 down 0.31%, France's CAC down 0.25%, and the Euro Stoxx 50 down 0.32% [2] - Chevron is reportedly negotiating with the U.S. government to expand its operating license in Venezuela to increase crude oil exports [7] - ExxonMobil expects a decrease in fourth-quarter profits by $800 million to $1.2 billion due to falling oil prices [8] - Lockheed Martin delivered a record 191 F-35 fighter jets to the U.S. and its allies last year [9] - Morgan Stanley will replace Goldman Sachs as Apple's credit card business partner [10] - Ford plans to launch an L3 level driving assistance system by 2028, allowing drivers to free their eyes and hands [11] - Disney leads the global box office with $6.58 billion, according to the 2025 Hollywood box office rankings [12] - Alibaba Cloud has released a multimodal interaction development kit applicable to AI glasses and robots [15] - JD.com has established a "Chameleon Business Unit," with the second batch of self-developed AI toys set to launch in mid-January [16] - XPeng will release four new cars at the beginning of the year and plans to scale production of humanoid robots and flying cars this year [17] - FF announced the FX Super One three-phase delivery robot strategy, expecting positive cash flow within three years [19]
地缘政治紧张局势下欧洲国防类股延续涨势 莱昂纳多、伦克股价大涨4%
Xin Lang Cai Jing· 2026-01-08 08:37
截至最新收盘,欧洲斯托克600指数下跌近0.3%。 本周,在美国上周末罢免委内瑞拉总统尼古拉斯・马杜罗、随后又威胁夺取格陵兰岛之后,全球市场的 注意力都集中在不断升级的地缘政治紧张局势上。 周四,国防类股延续涨势,投资者持续对相关消息作出反应,推动该板块有望实现连续第五个交易日上 涨。伦克、莱昂纳多和莱茵金属领涨欧洲基准股指,涨幅分别达4.5%、4.7%和3.7%。 欧洲斯托克航空航天与国防指数上涨1.1%。 周四开盘,受美国总统唐纳德・特朗普威胁吞并格陵兰岛的消息持续引发市场担忧影响,欧洲股市低开 走弱。 责任编辑:李肇孚 周三,欧洲石油类股走低,连续第二个交易日延续跌势,原因是投资者对美国企业可能开采委内瑞拉石 油的猜测作出反应。早盘交易中,英国石油下跌0.8%,壳牌下跌1.8%,挪威国家石油公司微跌0.5%。 3月交货的布伦特原油期货价格最新报60.15美元,从周三跌破60美元关口的水平反弹。 周三美股收盘走低,国防类股同样下跌,此前特朗普表示,在国防企业解决他对该行业提出的不满(包 括高管薪酬方案和生产问题)之前,他"不会允许"这些企业派发股息或进行股票回购。 本周,在特朗普威胁美国可能动用军事力量夺 ...
商业航天热度不减!行业黄金发展期,普通人如何分一杯羹?
Sou Hu Cai Jing· 2026-01-08 06:01
1、建设航天强国目标,助推产业加速发展 2025年11月,国家航天局宣布设立商业航天司,并同步发布《推进商业航天高质量安全发展行动计划(2025-2027年)》,明确提出到2027年实现产业规模 壮大、生态协同高效、安全监管完善的发展蓝图。简而言之,政策"绿灯"已经亮起,产业进入规范化、规模化发展的黄金窗口期。 2、正从0到1突破,想象空间巨大 当前商业航天仍处于从0到1产业化关键突破期。火箭的发射成本仍在快速下降通道中,卫星制造距离完全规模化尚有距离,而像"卫星直连手机"这样的应用 生态也还在培育初期。这恰恰是最大的机会所在——未来从1到10的成长空间极为广阔。 1月8日,商业航天热度继续居高不下,卫星产业ETF(159218)盘中涨幅一度超过4%!截至发稿,其最新涨幅为4.72%;资金方面,连续获得4日净流入, 累计超10亿,商业航天投资逻辑获得市场关注。 消息面,合肥"十五五"规划建议:商业航天产业,加快巨型星座组网建设,布局可回收复用液体火箭、差异化小火箭等整机产品和卫星服务网络,推动通导 遥、空天地信息网络一体化发展。很多人觉得商业航天高大上,离我们很远。但政策的眼光看得很清楚:它绝不是少数人的科幻 ...
通用电气申请具有燃料喷射器的涡轮发动机专利,向空气流施加旋流以改善燃烧
Jin Rong Jie· 2026-01-08 05:59
Group 1 - The core point of the article is that General Electric Company has applied for a patent for a "Turbine Engine with Fuel Injector," indicating ongoing innovation in turbine engine technology [1] Group 2 - The patent application was published under the number CN121274242A and was filed on July 2025 [1] - The turbine engine design includes a series flow arrangement of compression, combustion, and turbine sections [1] - The fuel injector is designed to provide fuel and air to the combustion section, featuring an outer wall arranged in an annular configuration [1] - The fuel channel is fluidly connected to the interior, and a set of air channels is arranged tangentially around the outer wall to apply swirl to the air flow [1]
航宇科技股价涨5.06%,永赢基金旗下1只基金重仓,持有2.27万股浮盈赚取7.59万元
Xin Lang Cai Jing· 2026-01-08 05:36
Group 1 - The core viewpoint of the news is that Hangyu Technology has seen a significant stock price increase of 5.06%, reaching 69.60 CNY per share, with a total market capitalization of 13.268 billion CNY [1] - Hangyu Technology, established on September 4, 2006, and listed on July 5, 2021, specializes in the research, production, and sales of aerospace deformable metal materials and ring forgings [1] - The company's main business revenue composition includes aerospace forgings at 75.41%, aerospace forgings at 7.86%, other forgings at 7.23%, gas turbine forgings at 6.49%, and other high-end equipment forgings at 3.00% [1] Group 2 - From the perspective of fund holdings, Yongying Fund has one fund heavily invested in Hangyu Technology, specifically the Yongying Hexiang Mixed Fund A (014598), which holds 22,700 shares, accounting for 1.18% of the fund's net value [2] - The Yongying Hexiang Mixed Fund A has a total scale of 65.7644 million CNY and has achieved a year-to-date return of 2.66%, ranking 5061 out of 8825 in its category [2] - The fund has a one-year return of 17.58%, ranking 5497 out of 8084, and a cumulative return since inception of 30.24% [2]
天汽模:公司航空产品取得商飞、西飞供应商资质
Di Yi Cai Jing· 2026-01-07 08:34
Group 1 - The company Tianqi Mould has obtained supplier qualifications from COMAC and Xi'an Aircraft Industrial Group for its aviation products [2] - The company is looking forward to establishing business cooperation with more high-quality clients [2]
天汽模(002510.SZ):公司航空产品取得了商飞、西飞的供应商资质
Ge Long Hui· 2026-01-07 08:17
Group 1 - The company Tianqi Mould (002510.SZ) has obtained supplier qualifications from COMAC and Xi'an Aircraft Industrial Group for its aviation products [1]
通用电气取得使用嵌入式电机控制涡轮风扇推力响应专利
Jin Rong Jie· 2026-01-06 13:05
Core Viewpoint - General Electric Company has obtained a patent for "High Bandwidth Control of Turbofan/Turboprop Thrust Response Using Embedded Motors," with the authorization announcement number CN117685110B, and the application date is September 2023 [1] Group 1 - The patent focuses on advanced control mechanisms for turbofan and turboprop engines, indicating a potential innovation in aerospace technology [1] - The acquisition of this patent may enhance General Electric's competitive position in the aviation industry by improving engine performance and efficiency [1]
通用电气取得可变形转子叶片专利
Jin Rong Jie· 2026-01-06 11:31
Group 1 - The State Intellectual Property Office of China has granted General Electric a patent for "Variable Rotor Blades and Turbine Engine Systems Including Same" with authorization announcement number CN116146284B, applied for on November 2022 [1]
通用电气取得具有罩门的非管道式风扇涡轮发动机专利
Jin Rong Jie· 2026-01-06 11:25
Core Viewpoint - General Electric has obtained a patent for a "non-pipeline fan turbine engine with a shroud," indicating a potential innovation in turbine technology [1] Group 1 - The patent authorization number is CN115585056B, and the application date was July 2022 [1]