消息面上，12月31日，美图宣布已向阿里巴巴发行2.5亿美元可转债。大摩发布研报称，若所有可换股 债券悉数转换，阿里巴巴将持有美图6.82%的股份，成为其第三大股东。该行认为此次进展为正面消 息，预期美图与阿里巴巴的合作将进一步深化，尤其在电子商务设计领域可产生强大的协同效应。 值得注意的是，中国证监会官网信息显示，国产GPU四小龙之一的燧原科技已完成IPO辅导工作，标志 着其上市进程进入下一阶段。公开资料显示，腾讯为燧原科技最大股东，曾参与燧原科技多轮融资。赵 立东、张亚林并列为燧原科技第二大股东。国家大基金二期为燧原第五大股东，而美图为其第十四大股 东。 （原标题：港股异动 | 美图公司(01357)现涨超4% 已向阿里发行2.5亿美元可转债 双方合作有望进一步深 化） 智通财经APP获悉，美图公司(01357)现涨超4%，截至发稿，涨4.71%，报7.33港元，成交额5542.76万港 元。 ...

美图公司（01357）早盘股价上涨5.14%，现报7.36港元，成交额6489.32万港元。 12月31日，美图宣布已向阿里巴巴发行2.5亿美元可转债。大摩发布研报称，若所有可换股债券悉数转 换，阿里巴巴将持有美图6.82%的股份，成为其第三大股东。该行认为此次进展为正面消息，预期美图 与阿里巴巴的合作将进一步深化，尤其在电子商务设计领域可产生强大的协同效应。 美图公司（01357）早盘股价上涨5.14%，现报7.36港元，成交额6489.32万港元。 12月31日，美图宣布已向阿里巴巴发行2.5亿美元可转债。大摩发布研报称，若所有可换股债券悉数转 换，阿里巴巴将持有美图6.82%的股份，成为其第三大股东。该行认为此次进展为正面消息，预期美图 与阿里巴巴的合作将进一步深化，尤其在电子商务设计领域可产生强大的协同效应。 值得注意的是，中国证监会官网信息显示，国产GPU四小龙之一的燧原科技已完成IPO辅导工作，标志 着其上市进程进入下一阶段。公开资料显示，腾讯为燧原科技最大股东，曾参与燧原科技多轮融资。赵 立东、张亚林并列为燧原科技第二大股东。国家大基金二期为燧原第五大股东，而美图为其第十四大股 东。 责任编辑： ...

Market Overview - Asian assets experienced a significant surge at the beginning of 2026, with the offshore and onshore RMB both breaking the 6.97 mark against the USD, reaching the highest level since May 2023 [4] - The Hang Seng Index opened high on the first trading day of the year, rising nearly 1.8%, while the Hang Seng Tech Index increased by 3.4% [1] Company Performance - Baidu Group saw a notable increase of over 8.5%, surpassing last year's high, following the announcement of plans to spin off Kunlun Chip for a Hong Kong listing [1] - Other notable performers included Li Auto, which rose nearly 7%, and NIO and Leap Motor, both increasing by over 1% [1] - NetEase and Tencent also experienced gains, with NetEase up over 5% and Tencent up over 3% [1] Stock Highlights - The following companies showed significant stock performance: - Baidu Group-SW: Current price 142.700, up 8.52% [2] - Li Auto-W: Current price 69.350, up 6.94% [2] - NetEase-S: Current price 226.000, up 5.31% [2] - BYD Electronics: Current price 35.100, up 4.34% [2] - Semiconductor Manufacturing International Corporation: Current price 74.500, up 4.27% [2] New Listings - The newly listed company, Biren Technology, saw its stock surge by 110% after revealing significant revenue growth from 62 million yuan in 2023 to 337 million yuan in 2024, with a backlog of 822 million yuan in orders [2] Global Market Trends - The KOSPI index in South Korea opened higher, with Samsung Electronics reaching a historical high, increasing by 3.2% [3] - The biopharmaceutical company Celltrion's stock rose by 10% following a $473 million manufacturing agreement with Eli Lilly [3] Precious Metals - Precious metals experienced a collective rise, with spot gold increasing by 0.7% and achieving a 64% increase for the entire year of 2025, marking the largest annual gain since 1979 [7] - Spot silver rose by 1.8%, reaching a historical high of $83.62, with a 147% increase in 2025, the largest recorded annual gain [7] - Platinum and palladium both rose by 1.6%, with platinum reaching a historical high and annual gains of 127%, while palladium saw a 76% increase, the best in 15 years [7] Investment Sentiment - There is a growing interest from overseas "long money" in Chinese assets, with a notable shift towards technology and biotechnology sectors [7] - Major financial institutions like Goldman Sachs, UBS, and JPMorgan predict a sustained rebound for Chinese assets in 2026, driven by profit growth, accelerated innovation, and attractive valuations [7]

离岸、在岸人民币对美元均升破6.97关口，刷新2023年5月以来新高。富时中国A50指数期货直线拉升， 突破15360关口，日内涨超0.5%。 1月2日，恒指新年首个交易日高开，截至10:25涨近1.8%，恒生科技指数涨幅扩大至3.4%。其中百度集 团涨超8.5%，突破去年新高。造车新势力普涨，理想涨近7%，蔚来、零跑汽车涨超1%。此外，网易涨 超5%，腾讯涨超3%。 2026年新年开端，亚洲资产大爆发，人民币升破6.97关口，贵金属全线上升！ （文章来源：21世纪经济报道） ...

值得注意的是，中国证监会官网信息显示，国产GPU四小龙之一的燧原科技已完成IPO辅导工作，标志 着其上市进程进入下一阶段。公开资料显示，腾讯为燧原科技最大股东，曾参与燧原科技多轮融资。赵 立东、张亚林并列为燧原科技第二大股东。国家大基金二期为燧原第五大股东，而美图为其第十四大股 东。 智通财经APP获悉，美图公司(01357)现涨超4%，截至发稿，涨4.71%，报7.33港元，成交额5542.76万港 元。 消息面上，12月31日，美图宣布已向阿里巴巴发行2.5亿美元可转债。大摩发布研报称，若所有可换股 债券悉数转换，阿里巴巴将持有美图6.82%的股份，成为其第三大股东。该行认为此次进展为正面消 息，预期美图与阿里巴巴的合作将进一步深化，尤其在电子商务设计领域可产生强大的协同效应。 ...

Group 1 - Meitu Company (01357) shares rose over 4%, currently up 4.71% at HKD 7.33, with a trading volume of HKD 55.43 million [1] - On December 31, Meitu announced the issuance of USD 250 million convertible bonds to Alibaba [1] - Morgan Stanley's report indicates that if all convertible bonds are converted, Alibaba will hold 6.82% of Meitu's shares, becoming its third-largest shareholder [1] - The report views this development as positive, anticipating that the collaboration between Meitu and Alibaba will deepen, particularly in the e-commerce design sector, creating strong synergies [1] Group 2 - The China Securities Regulatory Commission's official website indicates that Suiyuan Technology, one of China's four major GPU manufacturers, has completed its IPO counseling work, marking the next stage in its listing process [1] - Public information shows that Tencent is the largest shareholder of Suiyuan Technology and has participated in multiple rounds of financing [1] - Zhao Lidong and Zhang Yalin are the second-largest shareholders of Suiyuan Technology, while the National Fund II is the fifth-largest shareholder, and Meitu is the fourteenth-largest shareholder [1]

摩根士丹利发布研报称，美图公司(01357)日前公布，已完成向阿里巴巴-W(09988)发行总值2.5亿美元的 可换股债券。若所有可换股债券悉数转换，阿里巴巴将持有美图6.82%的股份，成为其第三大股东。该 行认为是次进展为正面消息，预期美图与阿里巴巴的合作将进一步深化，尤其在电子商务设计领域可产 生强大的协同效应；现予美图目标价15.7港元及"增持"评级。 ...

记者丨刘雪莹 编辑丨倪新平 2026年新年开端，亚洲资产大爆发，人民币升破6.97关口，贵金属全线上升！ 1月2日，恒指新年首个交易日高开，截至10:25涨近1.8%，恒生科技指数涨幅扩大至3.4%。其中百度集 团涨超8.5%，突破去年新高。消息面上，公司刚刚宣布，拟分拆昆仑芯并赴港上市。造车新势力普 涨，理想涨近7%，蔚来、零跑汽车涨超1%。此外，网易涨超5%，阿里、腾讯均涨约3%。 新股壁仞科技一度大涨110%。该公司发布的聆讯资料集显示，2019年9月，当GPT-2的参数量还停留在 15亿时，张文创立了壁仞科技。五年过去，公司把2023年6200万元的收入做到2024年的3.37亿元，在手 未完成订单8.22亿元，另有框架协议与合同金额12.41亿元等待释放。在冲刺港股之前，壁仞科技曾谋求 A股上市，近日曾被证监会要求对部分情况补充说明。（） | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 目度集团-SW | 142.700 | 11.200 | 8.52% | | 理想汽车-W | 69.350 | 4.500 | 6.94% | | 网易-S | ...

Market Overview - Asian assets experienced a significant surge at the beginning of 2026, with the Renminbi breaking the 6.97 mark against the US dollar, reaching a new high since May 2023 [1][2] - The Hang Seng Index opened high on the first trading day of the year, rising nearly 1.8%, while the Hang Seng Tech Index increased by 3.4% [1] Company Highlights - Baidu Group saw a notable increase of over 8.5%, reaching a new high after announcing plans to spin off Kunlun Chip for a Hong Kong listing [1] - Other companies in the new energy vehicle sector, such as Li Auto, NIO, and Leap Motor, also experienced gains, with Li Auto rising nearly 7% [1] - NetEase increased by over 5%, while Alibaba and Tencent both rose approximately 3% [1] Stock Performance - Baidu Group's stock price reached 142.70, with a rise of 11.20, reflecting an 8.52% increase [2] - Li Auto's stock price was 69.35, up by 4.50, or 6.94% [2] - New stock Biran Technology saw a dramatic increase of 110% after its hearing materials indicated a revenue growth from 62 million yuan in 2023 to 337 million yuan in 2024, with a backlog of 822 million yuan in orders [2] Currency and Commodity Trends - The offshore and onshore Renminbi both surpassed the 6.97 mark against the US dollar, marking a significant appreciation [3] - Precious metals saw a collective rise, with spot gold increasing by 0.7% and silver by 1.8%, with silver reaching a historical high of $83.62 [5] - Platinum and palladium both rose by 1.6%, with platinum achieving a 127% increase in 2025, the highest in 15 years for palladium [5] Institutional Insights - There is a growing interest from overseas investors in Chinese assets, particularly in technology and biotechnology sectors [6] - Major financial institutions like Goldman Sachs, UBS, and JPMorgan predict a sustained rebound for Chinese assets in 2026, driven by profit growth, accelerated innovation, and attractive valuations [6]

恒生科技指数高开高走，截至发稿涨幅扩大至3%，华虹半导体涨超7%，百度集团、理想汽车涨超6%。 商务部等5部门办公厅（室）印发关于做好2026年家电以旧换新、数码和智能产品购新补贴工作的通 知。2026年1月1日起，按照全国统一的品类和标准，对个人消费者购买1级能效或水效标准的冰箱、洗 衣机、电视、空调、热水器、电脑6类家电产品，以及单件销售价格不超过6000元的手机、平板、智能 手表（手环）、智能眼镜4类数码和智能产品给予补贴。补贴标准为上述产品扣除各环节优惠后最终销 售价格的15%，每人每类可补贴1件，其中，家电产品每件补贴不超过1500元，数码和智能产品每件补 贴不超过500元。 港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 大型科技股中，阿里巴巴-W涨2.52%，腾讯控股涨2.67%，京东集团-SW涨2.51%，小米集团-W涨 2.6%，网易-S涨4.85%，美团-W涨1.74%，快手-W涨2.11%，哔哩哔哩-W涨2.9%。 消息面上，百度港交所公告，1月1日，昆仑芯已透过其联席保荐人以保密形式向香港联交所提交上市申 请表格（A1表格），以申请批准昆仑芯股份于香港联交所主板上市及买卖 ...