每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 1月6日早盘，沪指高开高走。从盘面看，保险、半导体、脑机接口等板块延续昨日涨势，化工、证 券板块同样表现亮眼。截至午间收盘，上证指数、中证A500指数均涨超1%，A500ETF易方达 （159361）盘中成交额突破55亿元，净申购超1.5亿份。 沪指自2025年12月17日至2026年1月5日实现日线12连阳，创下1993年以来最长连阳纪录，今日有望 实现13连阳从而再次刷新纪录。 东吴证券表示，春节前后，市场环境通常对多方更为有利，A股总体机会大于风险，看好节后科技 行情。宏观层面，内外环境均呈现积极变化，外部弱美元催化叠加内部政策靠前发力；微观层面，资金 面同样可能迎来改善，人民币汇率回升有望提振市场情绪，险资、公募等机构亦在新年伊始进行资产布 局。 中证A500指数由各行业市值较大、流动性较好的500只股票组成，聚 ...

Group 1: Technology Stocks Performance - Technology stocks experienced a broad increase, with SenseTime, Leapmotor, JD Health, and Tongcheng Travel rising over 5%, while XPeng Motors increased by more than 4% [1][2] - Notable gains were also observed in Alibaba Health, Trip.com Group, BYD Electronics, and Horizon Robotics [1] Group 2: Market Indexes - On January 6, the Hang Seng Index rose by 1.38%, and the Hang Seng Tech Index increased by 1.46% [3] Group 3: Insurance Stocks Performance - Insurance stocks showed strength, with China Ping An and Sunshine Insurance both rising nearly 5%, and China Life increasing by over 4% [4] - Other insurance companies such as China Taiping and China Pacific also saw gains [4]

Core Viewpoint - The transition from Warren Buffett to Greg Abel marks the end of an era for Berkshire Hathaway, with Abel set to lead the company into a new chapter while maintaining its investment philosophy and operational strategies [1][2][12]. Group 1: Leadership Transition - Greg Abel, at 63, is poised to succeed the 95-year-old Buffett as CEO by 2026, indicating a significant leadership change for Berkshire Hathaway [1][3]. - Buffett has praised Abel's management style, noting it is more effective than his own, particularly in overseeing Berkshire's diverse subsidiaries [5][10]. - The upcoming annual meeting in May 2026 will be the first without Buffett on stage, symbolizing the shift in leadership [6]. Group 2: Performance Metrics - From 1964 to 2024, Berkshire Hathaway achieved a total return of 5,502,284%, significantly outperforming the S&P 500's 39,054% during the same period [1]. - The annualized compound return for Berkshire from 1965 to 2024 stands at 19.9%, compared to the S&P 500's 10.4% [1]. Group 3: Abel's Management Style - Abel is recognized for his hands-on management approach, contrasting with Buffett's more laissez-faire style, and is expected to implement a more flexible and accountable management structure [10][12]. - Under Abel's leadership, Berkshire's manufacturing, service, and retail sectors have seen operational profit margins improve from 4.9% in 2017 to 7.6% in 2023 [9]. Group 4: Investment Strategy and Challenges - Berkshire Hathaway's investment portfolio, valued at $283.2 billion as of September 30, 2025, remains a focal point, with uncertainty about who will manage this substantial asset [5][11]. - The company has a record cash reserve of $381.7 billion, raising questions about future investment strategies and the potential for dividend payments, which have historically been absent [14][15]. Group 5: Market Reactions and Future Outlook - Following the announcement of Buffett's retirement, Berkshire's stock experienced a notable decline, reflecting investor concerns about the transition [12][13]. - Analysts have mixed views on Abel's ability to maintain Berkshire's performance, with some expressing optimism about potential investment activities while others caution about the challenges of sustaining growth in a larger organization [12][13].

1月6日，2026年第二个交易日，A股市场迎来历史性时刻：上证指数走出13连阳，创造历 史纪录。 在此之前，沪指最长连阳纪录为12连阳，发生于1992年2月25日至3月11日。另在1992年 5月19日、2006年6月29日、2018年1月12日（以连阳结束日计），沪指曾3次收获11连 阳。 目前全球脑机接口市场正处于逐步增长阶段，技术进步、政策支持和需求释放共同推动市场 规模扩大。据PrecedenceResearch，2024年全球脑机接口市场规模约27.4亿美元。另据 麦肯锡测算，2030年全球脑机接口在医疗应用领域的市场规模或达400亿美元，随着临床 应用的逐步推广和消费电子产品的不断普及，市场将进入稳步增长阶段。 中国市场方面，根据PrecedenceStatistics预测，2040年中国脑机接口行业市场规模有望 超过1200亿元，复合年均增长率约26%，保持在较高水平，成为全球脑机接口市场的关键 增长极。 化学化工板块走强 | 日期（连阳结束日） | 连续阳线数量 | | | --- | --- | --- | | 2026-01-06 | | 1 3 | | 1992-03-11 | | 12 ...

Market Overview - On January 6, major indices collectively rose, with the Shanghai Composite Index increasing by 1.5%, reaching a new ten-year high at 4083.67 points, approaching the 4100-point mark [2] - The market saw over 4100 stocks rise, with 143 stocks hitting the daily limit, and trading volume in the Shanghai and Shenzhen markets reached 2.81 trillion yuan, an increase of 260.2 billion yuan from the previous trading day [2] Investor Sentiment - Investors who have been inactive since the end of last year are not feeling the pressure, while those who have been waiting for a significant market correction or shorting index futures are currently facing difficulties [3] - The market's continuous rise indicates a divergence, as seen when the ChiNext Index experienced a drop while the Shanghai Composite Index was attempting to rally [4] Long-term Investment Perspective - For patient investors, the ability to withstand short-term volatility comes from entering the market early at a low cost and having high expectations for future price targets [5] - A recent Goldman Sachs report has provided a positive outlook, suggesting a high allocation to Chinese stocks, with expectations of a 15% to 20% annual increase in the Chinese stock market for 2026 and 2027 [8][9] Sector Performance - The market saw significant gains in three main sectors: brain-computer interface, resource-related cyclical stocks, and large financial sectors including insurance and securities [11][14] - The brain-computer interface sector continued to attract substantial investment, while resource stocks like non-ferrous metals and chemicals surged due to rising futures prices [13][14] Financial Sector Insights - The securities sector is highlighted as a potential leader in the market, with recent movements indicating a bullish trend [10][16] - Regulatory changes, such as adjustments to risk factors for insurance companies, are expected to support long-term capital and foster technological innovation, benefiting the financial sector [17]

1月6日金融一线消息，国家金融监督管理总局近日发布2025年11月保险业经营情况。数据显示，截至 2025年11月，全国保险业原保险保费收入5.76万亿元，其中，财产险保费收入1.34万亿元，人身险保费 收入4.42万亿元；赔付支出2.21万亿元，其中财产险赔付支出0.88万亿元，人身险赔付支出1.33万亿元； 保险业总资产40.65万亿元，净资产3.68万亿元。 1月6日金融一线消息，国家金融监督管理总局近日发布2025年11月保险业经营情况。数据显示，截至 2025年11月，全国保险业原保险保费收入5.76万亿元，其中，财产险保费收入1.34万亿元，人身险保费 收入4.42万亿元；赔付支出2.21万亿元，其中财产险赔付支出0.88万亿元，人身险赔付支出1.33万亿元； 保险业总资产40.65万亿元，净资产3.68万亿元。 | | 数值 | 本年累计/截至当期 | | | --- | --- | --- | --- | | 项目 | | | | | 原保险保费收入 | | | 57629 | | 1、财产险 | | | 13423 | | 2、人身险 | | | 44206 | | 赔付支出 | | | 2 ...

港股三大指数全天高位震荡，市场总体表现强势。中资券商股、保险股、有色金属股全天领涨大市。截 止收盘，恒生指数涨1.38%报26710点，国企指数1.05%，恒生科技指数涨1.46%，盘中冲高至2.33%。 另一方面，昨日大幅领涨的脑机接口概念股集体回落，半导体股、零售股、化妆品股、烟草概念股多数 走低，其中权重股中芯国际跌超1%。(格隆汇) 盘面上，大型科技股方面，网易涨近3%，快手涨2.58%，百度、腾讯、京东涨超1.2%，阿里巴巴、小米 逆势走低；机构称2026年一季度上市券商经营业绩的同比压力相对较轻，中资券商股板块涨幅领先，招 商证券大涨12%，中金公司、中国银河、中信证券等龙头集体爆发；地缘因素引爆大宗狂欢，有色金属 股集体大涨，铜业股涨幅居前，其中中国有色矿业盘中涨超10%，紫金矿业再创新高；上市险企业绩有 支撑，2026年开门红迎来多个利好因素，保险股持续上涨行情，新华保险、中国太保、中国人保齐创历 史新高！ ...

Core Insights - The core message of the news is that Taikang Life's 2025 claims report highlights the increasing importance of health insurance in the context of an aging population, with health insurance claims accounting for 80% of total payouts, indicating a strong demand for health protection in the longevity era [1][3][12] Group 1: Claims and Financial Data - In 2025, Taikang Life reported total claims amounting to 9.6 billion yuan, serving 610,000 clients and processing 1.29 million cases, with health insurance making up 80% of the total claims [1][3] - Nearly 7.7 billion yuan of the claims were allocated for medical and disease protection, underscoring health insurance as a critical financial safety net for families [3][4] Group 2: Health Insurance Demand and Challenges - The report reveals a trend of increasing health risks, particularly with major diseases like cancer, which require long-term treatment and medication, with drug costs accounting for approximately 44% of major disease expenses [3][4] - The report identifies three main pain points: the pressure of medical expenses, the imbalance of quality medical resources, and the lack of post-treatment rehabilitation support [6][7][8] Group 3: Solutions and Innovations - Taikang Life has integrated payment capabilities, medical resources, and health management to create a health ecosystem that addresses client needs through innovative products and services [4][6] - The company offers a range of medical expense protection plans and has established a network of over 1,000,000 medical institutions globally, ensuring comprehensive payment guarantees for clients [4][7] Group 4: Service Efficiency and Client Experience - The health ecosystem enhances service efficiency through digital transformation, allowing clients to file claims online and track their progress in real-time, thus improving the overall claims experience [9][11] - Taikang Life's commitment to a holistic health management approach ensures continuous support for clients, from daily health consultations to post-treatment rehabilitation, fostering long-term client trust and satisfaction [11][12]

Market Performance - The three major indices collectively rose, with the Shanghai Composite Index reaching a ten-year high, closing up 1.5% [1] - The market saw over 4,100 stocks rise, with 143 stocks hitting the daily limit, indicating strong market momentum [1] - The trading volume in the Shanghai and Shenzhen markets reached 2.81 trillion yuan, an increase of 260.2 billion yuan from the previous trading day [1] Sector Highlights - The commercial aerospace sector experienced significant gains, with multiple stocks hitting the daily limit, including Luzhou Investment and Beidou Star Communication [1][6] - The non-bank financial sector saw a strong performance, with insurance, securities, and fintech segments leading the gains [3] - The brain-computer interface concept continued its strong performance, with several stocks achieving consecutive gains [4] Future Outlook - Analysts believe that the non-bank financial sector has substantial recovery potential, with current valuation levels still below long-term trends [3] - The market is expected to maintain a strong upward structure, with opportunities for low-cost entries during short-term fluctuations [6] - The A-share market is projected to have further upward potential, supported by favorable macroeconomic conditions and improved corporate earnings [12][13]

保险频道更多独家策划、专家专栏，免费查阅>> 责任编辑：钟离 五年来，阳光人寿山西分公司始终坚持精准施保、应保尽保，累计为两村村民5437人次，提供高达6.57 亿元的意外风险保障。这份保障精准契合当地青壮年外出务工风险高、留守老人儿童保障薄弱的现实困 境，实实在在地为村民兜住了基本生活保障的底线，用专业的保险服务为村民系牢生活"安全绳"。 如果说保险保障是为村民系牢"安全防线"，那么持续的帮扶捐赠，为村庄发展铺就"快车道"。五年来， 阳光人寿山西分公司着眼村民所需所盼，累计定向捐赠24万元资金精准投入乡村基础设施建设，解决了 一批影响生产生活的现实难题，带来看得见、摸得着的改变：人畜饮水工程落地，让村民用水更便捷， 告别了吃水难；田间道路修缮硬化，让农用机械直达地头，农资运输、粮食收获不再肩挑背扛；高清摄 像头监控设施覆盖全村关键位置，有效提升乡村治安管理水平，让外出务工的子女对留守家人多了一份 放心。这些点滴变化，桩桩件件都办在了村民的心坎上，从根源上提升了乡村生活质量与发展潜力。 这份长达五年的坚守，是阳光人寿"爱与责任"企业文化在乡村振兴领域的深度实践，更是公司以行动诠 释"为民办实事"的生动写照。从 ...