来源：滚动播报 特朗普媒体技术集团宣布计划向股东分发数字代币后，该公司股价盘前上涨5.7% 。 ...

智通财经APP获悉，美股牛市在人工智能(AI)热潮的推动下进入第三年，标普500指数有望以超过17%的 涨幅结束2025年。AI投资主题在今年有所拓宽，芯片股再次领涨标普500指数，与AI数据中心建设相关 的公司的股票也加入该基准股指的领涨行列。随着全球AI基础设施建设进入爆发期，存储行业迎来"超 级周期"，相关股票的表现在标普500指数中名列前茅。另一方面，美国总统特朗普的关税政策带来的经 济不确定性拖累了消费类股票，医疗保健类股的表现则因政策不确定性及药品价格压力而一度表现挣 扎。 以下是今年美股中的一些最大赢家和输家。 赢家 科技股，尤其是与AI相关的股票，再次主导了今年的美股市场。"美股七巨头"在今年仍有不错表现，但 表现更出彩的是存储行业的几家公司。SanDisk(SNDK.US)、西部数据(WDC.US)、美光科技(MU.US)和 希捷科技(STX.US)霸榜标普500指数"涨幅榜"前四，年内涨幅分别为585%、292%、249%、231%。核心 逻辑在于，一方面，AI服务器对存储容量和带宽的需求远超普通服务器。另一方面，行业产能向高端 存储产品倾斜(如HBM)，挤压了传统存储产品的产能，从而引发 ...

昨夜今晨 【2026年"国补"来了！汽车定额补贴调整为按车价比例补贴】 大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 国家发展改革委、财政部印发的《关于2026年实施大规模设备更新和消费品以旧换新政策的通知》12月30日对 外发布，明确2026年"两新"政策的支持范围、补贴标准和工作要求。 一是优化支持范围。设备更新在总体延续的基础上，增加老旧小区加装电梯、养老机构、消防救援、检验检 测、线下消费商业设施等领域，更好满足民生和安全需要。 二是优化补贴标准。设备更新方面，将住宅老旧电梯更新由定额补贴调整为按电梯层（站）数分档差异化补 贴；消费品以旧换新方面，在保持汽车补贴上限不变的基础上，将定额补贴调整为按车价比例进行补贴。 三是优化实施机制。设备更新方面，优化项目申报机制和审核流程，进一步降低申报项目的投资额门槛，加大 对中小企业的支持力度，扩大政策惠及面。消费品以旧换新方面，优化资金分配方式，完善全链条实施细则， 严厉打击骗补套补和"先涨后补"等违法违规行为。 【软银据悉已完成对OpenAI的400亿美元投资承诺】 据媒体周二援引知情人士消息报道称，日本软银集团已完 ...

Market Overview - The A-share market in December 2025 ended with a structural differentiation, characterized by a growth style leading the market, with the Wind All A Index rising by 3.34% [1] - The ChiNext Index surged by 5.57%, indicating a strong preference for small and medium-sized growth stocks, while the Shanghai Composite Index only saw a modest increase of 1.97% [1] - The cyclical style index rose by 5.21%, and the growth style index increased by 4.97%, significantly outperforming the consumer style index, which fell by 1.44% [1] Sector Performance - The commercial aerospace sector was notably strong, driven by intensive industrial policies, with the aerospace and defense sector rising by 15.87% and the communication equipment sector increasing by 16.51% [2] - The insurance sector also performed well, rising by 16.98% due to year-end institutional allocation demand and expectations of long-term investment policies [2] - Conversely, sectors such as interactive media and services, as well as the media sector, experienced declines due to previous overheating or lack of catalysts [2] Driving Factors - The primary driver of the market's performance was the influx of incremental capital, with net subscriptions to broad-based ETFs exceeding 110 billion yuan, particularly in the A500 ETF [4] - Strong domestic industrial policies, such as the National Space Administration's action plan for commercial aerospace, played a crucial role in stimulating related sectors [4] - Global liquidity expectations shifted with the Federal Reserve's interest rate cut in December, alongside the appreciation of the yuan, creating a favorable external environment [4] Market Expectations - Looking ahead to January 2026, the cross-year market trend is expected to continue, but with a focus on structure and rhythm [6] - Major broad-based indices may experience a "volatile consolidation and structural differentiation" pattern, with support from institutional fund layouts for the spring rally [6] - Opportunities in sectors are anticipated to revolve around dual drivers of policy and industry, with ongoing stories in the non-ferrous metals sector and a focus on commercial aerospace themes due to policy developments [6] Investment Strategy - A flexible and structured approach is recommended for upcoming market conditions, with a "core + satellite" investment strategy suggested [7] - Core positions should focus on high-growth sectors with clear industry trends, such as energy storage and precious metals, while flexible positions can target policy-sensitive themes like commercial aerospace [7] - Overall positions should be controlled to avoid chasing high prices, especially in light of potential market volatility from upcoming economic data releases and policy announcements [7]

Core Viewpoint - The Hong Kong stock market showed positive performance with the Hang Seng Index rising by 0.44% and the Hang Seng Tech Index increasing by 1.04% [1] Market Performance - The Hong Kong stock market closed with the Hang Seng Index up by 0.44% and the Hang Seng Tech Index up by 1.04% [1] - The Hong Kong Tech ETF (159751) decreased by 0.29%, while the Hang Seng Hong Kong Stock Connect ETF (159318) increased by 0.29% [1] Sector Performance - The media sector experienced significant gains, while the water and life sciences tools sectors faced notable declines [1] Individual Stock Movements - Baidu Group-SW saw a rise of 6.88% - China Aluminum increased by 6.56% - Sanhua Intelligent Control rose by 6.21% - CNOOC (China National Offshore Oil Corporation) gained 4.17% - Goldwind Technology fell by 8.16% - Lion Group Holdings dropped by 8.42% - Maifusi surged by 10.53% - InnoCare Pharma increased by 9.22% [1]

Core Viewpoint - The announcement highlights a strategic cooperation memorandum between Wanli Printing (08385) and Cloud Communication Limited, aiming to enhance the company's market position and financial performance through collaboration in media-related printing projects [1] Group 1: Strategic Cooperation - The memorandum establishes a partnership where Cloud Communication will subcontract its media-related printing projects to Jade View Limited, a wholly-owned subsidiary of Wanli Printing, for an initial period of three years [1] - Both parties will collaborate on advertising activities and share corporate resources, with a joint working group formed to oversee project implementation [1] Group 2: Business Development Goals - The company aims to leverage Cloud Communication's market advantages to align with its market development strategy [1] - The board believes that the memorandum will optimize resource allocation, promote the development of printing and media businesses, enhance competitiveness in these sectors, and improve financial performance and profitability [1]

Core Viewpoint - The announcement highlights a strategic cooperation memorandum between Wanli Printing (08385.HK) and Cloud Communication Limited, aimed at enhancing the company's market position and financial performance through resource sharing and collaboration in media-related printing projects [1] Group 1: Strategic Partnership - Wanli Printing's subsidiary, Jade View Limited, will subcontract media-related printing projects to Cloud Communication for an initial period of three years [1] - Both parties will collaborate on advertising activities and share corporate resources, establishing a joint working group to oversee project implementation [1] Group 2: Business Objectives - The partnership aims to leverage Cloud Communication's market advantages to align with Wanli Printing's market development strategy [1] - The board believes that the memorandum will optimize resource allocation, promote the development of printing and media businesses, enhance competitiveness in these sectors, and improve financial performance and profitability [1]

本报讯（记者凌剑伊）12月26日，南宁市融媒体中心举行媒体资源推介会，以"老友"为纽带，解锁南宁融媒的"新实力""新合作""新未来"，现场嘉宾共同见 证"老友伙伴计划"的正式发布。一批"老友新伙伴"与南宁市融媒体中心携手合作，将以全新的融媒视角发掘"南宁之美"，讲述"南宁故事"，以融媒之力赋能 城市发展。 "我们企业主要从事海外产业出海等业务，希望与南宁市融媒体中心国际传播中心强强联手，充分利用其海外媒体矩阵'放大'企业的影响力。"广西辫子文化 有限公司、广西盈盛农业科技有限公司负责人黄长诚表示。 广西体育彩票管理中心南宁分中心区域管理员陈鹏宇表示，希望在新媒体平台上重点发力，让更多的人特别是年轻群体看到企业在公益事业上的努力。 推介会现场，广西天誉艺盟文化艺术发展有限公司、广西医大开元埌东医院、润建股份有限公司高校AI教育事业部等一批"老友新伙伴"与南宁市融媒体中心 共同签署合作意向书，正式开启"老友情谊"新的旅程，期待创造更多"融媒赋能产业"的精彩案例。 南宁市融媒体中心于去年5月正式揭牌成立，已成长为覆盖"报、台、网、端、微、屏"的全媒体平台。从中国—东盟博览会的直播现场，到邕江边的民生追 踪；从报端的 ...

会上重磅启动"南都'媒体+'生态协作计划"、南都"融媒菁英培育计划"，并全新推出南都N视频客户端卡 片版、南都N视频"媒体+"创作平台，N+智绘平台3.0版同步上线，全面展现南方都市报在内容、技术、 生态与人才方面的创新探索，携手各界伙伴共同探索"媒体+"深度融合的新范式。 共生，共创，共赢！12月26日，2025南都"媒体+"生态探索大会在广州举行。大会聚焦"主流媒体系统性 变革"核心工作，集中展示了南都一系列变革成果。 "媒体+"不是内容叠加，而是媒体产业深度重构 "'媒体+'不仅仅是简单的内容叠加，而是在新一轮信息技术变革的基础上，进行媒体与产业的深度重 构。"在大会开幕环节，南方报业传媒集团党委副书记、副社长王巍系统阐述了对于"媒体+"战略的顶层 设计与实践思考。 王巍认为，当前媒体行业正身处新一轮信息技术革命的风口，"媒体+"绝非简单的内容叠加，而是媒体 与产业基于新技术变革的深度重构。他充分肯定了南方都市报在"媒体+"探索中取得的成果，如南都"两 端合一"后全新打造的南都N视频客户端，构建起"传播、智库、招商、活动"的全链条服务；通过"数据 +智库"模式，做出了有差异化、有含金量的新闻内容；在AI ...

| 全国企业信用查询 | | 湖南达晨晨乾股权投资基金合伙企业（有限合4 ◎ | 查一下 | | --- | --- | --- | --- | | 基本信息 7 | 法律诉讼 | 经营风险 | 经营信息 | | 执行事务合伙人 | 深圳市达晨财智创业投资 | 登记状态 | 存续(在营、开业、 | | | 管理有限公司 | 出资额 | 35640万元 | | 组织机构代码 | МАКЗАСРА-4 | 工商注册号 | 430104200221771 | | 企业类型 | 有限合伙企业 | 营业期限 | 2025-12-17 至 无固示 | | 人员规模 | | 参保人数 | | | 所属地区 | 湖南省长沙市岳麓区 | 登记机关 | 湖南湘江新区管理委 | | 国标行业 | 资本市场服务 (J67) ∨ | 英文名 | Hunan Dachen Cher | | | | | tnership) (自动翻译 | | 主要经营场所 | 湖南省长沙市岳麓区观沙岭街道滨江路188号湘江基金小镇2栋2层204-706房（ | | | | 经营范围 | 一般项目:以私募基金从事股权投资、投资管理、资产管理等活动（须在中国 ...