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每日市场观察-20260113
Caida Securities· 2026-01-13 05:12
Market Overview - The market experienced a comprehensive rise on January 12, with a trading volume of 3.64 trillion, an increase of approximately 490 billion compared to the previous trading day[1] - Most sectors saw gains, particularly media, computer, military, and communication, while oil, coal, and real estate sectors faced declines[1] - Since mid-December, the market has shown a recovery with a continuous rise, achieving 10 consecutive days of gains, indicating a strong upward trend supported by increasing trading volume[1] Sector Performance - The commercial aerospace sector continues to show strong upward momentum, with no signs of slowing down, while the AI sector is shifting focus from hardware to software[2] - Significant gains were noted in the computer and media sectors, largely influenced by the popularity of domestic model companies listed in Hong Kong and the natural evolution of AI infrastructure over the past two years[2] Fund Flows - On January 12, net inflows into the Shanghai Composite Index were 38.22 billion, and into the Shenzhen Composite Index were 38.35 billion, with the top three sectors receiving inflows being software development, IT services, and advertising[5] - Since the beginning of 2026, public funds entering the market are estimated to exceed 45 billion, driven by new ETF listings and active funds entering the market[14] Policy and Economic Outlook - The Ministry of Industry and Information Technology plans to implement new policies to support the high-quality development of specialized small and medium-sized enterprises, focusing on enhancing technological innovation and digital transformation[6][11] - The government has introduced measures to evaluate and guide investment funds, encouraging collaboration with high-ranking funds to support quality projects[8] Agricultural Market - As of January 12, the average price of pork in national wholesale markets was 17.83 yuan/kg, a decrease of 0.8% from the previous week, while beef and lamb prices saw slight increases[13]
商城小程序如何做?微信小程序商城制作教程
Sou Hu Cai Jing· 2026-01-13 04:44
大家好,我是【右以云小程序】的小助理,今天给大家分享:商城小程序如何做?微信小程序商城制作教程 在当今数字化时代,拥有一个商城小程序已成为企业拓展线上业务的关键一步。它不仅能帮助商家触达更广泛的用户群体,还能提升销售转化率和品牌影响 力。通过简单易用的工具,企业可以快速搭建专属的电商平台,无需复杂编程技能。本文将一步步指导您完成整个流程,从账号注册到最终发布,确保您能 轻松上手并实现商业目标。无论您是零售、餐饮还是服务行业,都能通过定制化设计满足需求,开启线上增长新篇章。 01 注册小程序账号 这一步是为了启用支付功能,您需在微信支付官网提交企业资质审核。 02 配置支付功能 03 设计与发布流程 准备营业执照 首先,您需要登录微信公众平台官网,选择小程序类型并填写基本信息。 开通微信支付 根据行业挑选 进入右以云制作工具后,浏览不同行业模板如零售或餐饮,选中匹配您业务的选项。 | 模板类型: 全部 小程序模板 | 微商城模板 电脑商城模板 | | --- | --- | | 所属行业: 全部 百货、综合电商 茶叶酒类、食品饮料 农产品、花卉 服装 饰品、个人护理 黎饮、酒店、生活服务 手利数码、家园力 | ...
「死了么」爆热搜!三位95后0代码AI登顶付费榜,千元成本已估值千万
猿大侠· 2026-01-13 04:11
Core Viewpoint - The "Is Dead?" app has gained immense popularity, reaching the top of the paid app charts in the Chinese App Store and sparking significant interest from investors [1][4][6]. Group 1: App Overview - The "Is Dead?" app allows users to check in daily, and if they fail to do so for two days, it automatically notifies their emergency contacts via email [2][11]. - Initially priced at 1 yuan, the app's fee has increased to 8 yuan, reflecting its perceived value among users [11][12]. - The app was developed by a team of three individuals born in the 1990s, who collaborated remotely while maintaining full-time jobs [13][14]. Group 2: Market Response and User Demographics - The app's rapid rise to fame is attributed to its unique concept, which resonates particularly with the growing population of single individuals in China, projected to reach 123 million by 2024 [27][28]. - The app's name, while controversial, has not deterred its popularity, as it taps into the anxieties of young people living alone in a highly mobile society [24][32]. - The app's success highlights a broader trend of "single economy" driven by social disconnection and the fear of being alone [33][36]. Group 3: Development and Investment Potential - The app was developed with a minimal initial investment of around 1,000 yuan, primarily for server costs and app store fees, without any marketing expenses [17]. - The company is currently considering selling 10% of its shares for 1 million yuan, indicating a valuation of 10 million yuan [6]. - The app's concept was initially proposed a year prior, but the original creator did not pursue its development, resulting in a missed opportunity [21].
中科星图持股公司成立低空气象科技公司
Xin Lang Cai Jing· 2026-01-13 02:52
Group 1 - The core point of the article is the establishment of a new company, Zhongke Xingtou Weitianxin (Shenzhen) Low-altitude Meteorological Technology Co., Ltd., which is fully owned by Zhongke Xingtou Technology Co., Ltd. [1] - The registered capital of the new company is 10 million yuan [1] - The business scope includes artificial intelligence software development, integrated circuit chip design and services, and manufacturing of intelligent unmanned aerial vehicles [1]
海南博杭科技有限公司成立,注册资本500万人民币
Sou Hu Cai Jing· 2026-01-13 02:35
来源:市场资讯 经营范围含一般经营项目:软件开发;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广;企业管理;企业管理咨询;信息技术咨询服务;以自有资金从事投资活动;进出口代理;货物进出 口;技术进出口;国内贸易代理(经营范围中的一般经营项目依法自主开展经营活动,通过国家企业信 用信息公示系统(海南)向社会公示) 企业名称海南博杭科技有限公司法定代表人施超成注册资本500万人民币国标行业信息传输、软件和信 息技术服务业>软件和信息技术服务业>软件开发地址海南省海口市美兰区海甸街道人民大道25号景业 广场二层商场1号D208房企业类型有限责任公司(自然人投资或控股的法人独资)营业期限2026-1-12至 无固定期限登记机关海南省市场监督管理局 天眼查显示,近日,海南博杭科技有限公司成立,法定代表人为施超成,注册资本500万人民币,由德 清博杭科技有限公司全资持股。 序号股东名称持股比例1德清博杭科技有限公司100% ...
AI应用持续走强,人工智能AIETF(515070)持仓股用友网络涨超8%
Mei Ri Jing Ji Xin Wen· 2026-01-13 02:34
今日A股科技赛道涨跌分化,AI应用板块延续强势,人工智能、AI智能体、软件开发板块盘中跳水后震 荡调整,沪市规模最大的人工智能AIETF(515070)跌0.6%,持仓股用友网络涨超8%,合合信息涨超 6%,奥比中光-UW、深信服、科大讯飞涨幅居前,复旦微电、恒玄科技、光迅科技、和而泰跌幅居 前。 (文章来源:每日经济新闻) 国盛证券表示,字节跳动等国内大厂资本开支规划显著提升,芯片供给端出现边际改善,叠加国产大模 型持续迭代,推动国内大厂数据中心招投标活动重启,通信行业内部的板块轮动再次聚焦到IDC(数据 中心)。IDC市场正处于供需格局转变中,这一转变的核心驱动因素是芯片供给的边际改善与国产AI应 用需求的爆发。当前IDC板块估值和位置均处于底部区间,为修复提供了空间。 人工智能AIETF(515070)跟踪CS人工智能主题指数(930713),成分股选取为人工智能提供技术、 基础资源以及应用端个股,聚集人工智能产业链上中游,俗称"机器人"大脑"缔造者",万物互联"地 基"。前十大权重股包括中际旭创、新易盛、寒武纪-U、中科曙光、科大讯飞、豪威集团、海康威视、 澜起科技、金山办公、紫光股份等国内科技龙头。 ...
英大证券晨会纪要-20260113
British Securities· 2026-01-13 02:13
Market Overview - The A-share market experienced a significant increase, with all three major indices rising over 1%, and trading volume exceeding 3.6 trillion yuan, marking a historical high [1][10][12] - The recent surge in trading volume is attributed to several core factors: diversified funding sources, including margin financing of approximately 2.6 trillion yuan, the migration of deposits to the stock market due to low interest rates, and increased long-term institutional investment [1][10][12] Sector Performance - The AI application sector saw substantial gains, with stocks like Kimi and Sora continuing their upward trend. The report emphasizes that AI is leading a new technological revolution, creating numerous investment opportunities in the AI+ space [6][7] - The cultural media sector also performed well, with significant increases in advertising, gaming, and film industries. The report highlights the positive impact of AI on content production and the potential for growth in the gaming and interactive entertainment sectors [7][9] - Aerospace and military stocks experienced notable increases, driven by geopolitical factors and increased military spending proposals, particularly from the U.S. government [9][10] Investment Strategy - The report suggests that the current market has established a positive feedback loop of "increased trading volume leading to index gains," which supports the continuation of the bullish trend. Investors are advised to hold onto existing positions while waiting for potential buying opportunities during market pullbacks [2][11] - It is recommended that investors focus on stocks with strong earnings support across various sectors, including technology growth (semiconductors, AI themes), cyclical industries (solar, batteries, chemicals), and dividend stocks (banks, utilities) [2][11]
今日十大热股:AI营销与商业航天概念齐飞,三维通信2天2板领衔,利欧股份、岩山科技、金风科技持续上榜
Jin Rong Jie· 2026-01-13 01:30
Market Overview - On January 12, A-shares saw a collective rise, with the Sci-Tech Innovation 50 index leading at 2.43%, while the Shanghai Composite Index increased by 1.09% and both the Shenzhen Component Index and ChiNext Index rose over 1.7% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.6 trillion yuan, an increase of approximately 478.7 billion yuan compared to the previous day [1] - A total of 3,872 stocks rose while 1,167 stocks fell, indicating a broad market rally [1] Sector Performance - The software development and internet services sectors attracted significant capital inflows, while the electronic components and battery sectors experienced notable outflows [1] - AI-related sectors, including GEO concepts, AI marketing, and Sora concepts, saw substantial gains, while TDI concept stocks and the mining industry faced leading declines [1] Company Highlights - **Sanwei Communication**: Benefiting from a strong position in the commercial aerospace sector, the company has established stable growth in satellite communication services and leads in maritime satellite communication operations [2] - **Lio Co., Ltd.**: The company's AI-related business has made significant progress, with AI capabilities being implemented across various business scenarios, particularly in marketing through its subsidiary Lio Digital [2] - **BlueFocus Communication Group**: As the largest advertising agency for Meta, the company’s AI marketing business is synergistic with Meta's acquisition of AI capabilities, attracting attention from investors [2] - **Yanshan Technology**: The company has made substantial technological advancements in AI PCs, smart driving, and brain-computer interfaces, showcasing its innovative capabilities at CES [3] - **Aerospace Development**: The company benefits from multiple favorable factors in the commercial aerospace sector, including government support and the anticipated launch of new space missions [3] - **Goldwind Technology**: The company’s stake in Blue Arrow Aerospace has drawn market attention due to its implications in the commercial aerospace sector [3] - **Reiko Defense**: The company’s business aligns closely with current market trends, covering satellite applications, radar systems, and military information technology [3] - **Easy Point World**: The company is positioned at the intersection of AI marketing and international expansion, enhancing its collaboration with Amazon Ads to explore global marketing strategies [4] Popular Stocks - The top ten popular stocks in the A-share market include Sanwei Communication, Lio Co., Ltd., BlueFocus Communication Group, Yanshan Technology, Aerospace Development, Goldwind Technology, Reiko Defense, Easy Point World, China Satellite, and Tianlong Group [5]
中科信息20260112
2026-01-13 01:10
中科信息自 2019 年成立 AI 医疗事业部以来,致力于将 AI 技术应用于医疗领 域,特别是在麻醉和肿瘤治疗方面取得了显著进展。中科信息与四川大学华西 医院合作开发了人工智能麻醉辅助机器人。这款机器人通过采集和分析多模态 数据(包括脑电信号、血压、血氧等),实现了术中生命体征监测和患者体征 维持的自动化、智能化及精准化。该产品已在华西医院完成 15 例临床实验, 效果良好,为下一步创新医疗器械申报奠定基础。 此外,中科信息还在肿瘤放 疗领域进行了深入研究,开发了自适应放疗技术。这项技术通过人工智能实现 肿瘤靶区的精准定位和放疗计划的优化,大大缩短了从影像获取到实际治疗的 时间,提高了治疗效率。 中科信息中标香港选举项目,实现选举系统首次整体出海,为未来拓展 国际市场奠定基础。印尼总统大选项目标的金额达 2 亿美元,有望显著 提升公司营收。 中科信息研发的"中科集云"通用 AI 平台预计 2026 年 6 月发布,并采 取开源模式。公司在烟草、印钞和石油领域也有 AI 产品突破。 人工智能麻醉辅助机器人的核心技术是什么? 人工智能麻醉辅助机器人的核心技术包括多模态数据采集与清洗、高质量人工 智能模型以及强化 ...
GEO行情下我们的观点和推荐
2026-01-13 01:10
摘要 传媒板块:建议关注昆仑万维、每日互动、欢瑞世纪、博纳影业和掌阅 科技,其中博纳影业与字节跳动合作紧密,AI 大电影预计上半年上映, 掌阅科技积极布局 AI 短剧,这些标的涨幅不大但潜力较大。 港股推荐:金蝶国际(AI 收入超预期)、哔哩哔哩(AI 广告受益)、快 手(数据良好,涨幅或被重估),这些标的在港股中弹性最大。 存储行业:处于技术升级、产品涨价和融资周期叠加阶段,DRAM 和 NAND 一季度合约价预计分别上涨 50%-60%和 30%左右,三星退出 MLC NAND 将加剧供需失衡。 存储投资机会:看好存储原厂和设计公司(如兆易创新),存储设备链 (长鑫、长存),以及存储代工和封测(晶合集成、华虹宏力)。 DRAM 和 NAND 在 2026 年整体涨价预期强烈。 存储供需:目前供不应求,原厂盈利压力缓解后短期内难大规模扩产, 预计 2025 年三季度末进入存储甜蜜期,本轮周期扩产概率较低。 国产算力:2026 年是国产先进制程产能上量、超级点商用、ASIC 产品 商用的重要节点,云厂商对国产算力需求持续旺盛,长期框架订单增加。 AI 芯片:H200 入华不改国产替代趋势,国产 GPU 在推理 ...