Group 1: Technological Advancements - China's AI large models are rapidly advancing, with breakthroughs in chip self-research, positioning the country as one of the fastest-growing economies in innovation [1] - The "Tianwen-2" mission has commenced its journey to explore celestial bodies, while significant infrastructure projects like the Yaxia hydropower project and the commissioning of the first electromagnetic catapult aircraft carrier are underway [1] - Major scientific achievements are transitioning from "point breakthroughs" to "systematic explosions," showcasing a blend of "hardcore strength" and "people's livelihood" [1] Group 2: Space Exploration - China is expanding its exploration into deep space and deep sea, revealing young volcanic activity on the moon's far side and providing critical data for future lunar missions [2] - The Chinese space station is now operational, serving as a "space laboratory" that produces significant scientific results, including high-temperature experiments and valuable data from space experiments [2][3] Group 3: Fundamental Research - China maintains its position as the global leader in high-quality scientific research output, with significant advancements in fusion energy and agricultural biotechnology [5] - The EAST nuclear fusion experiment achieved a milestone of 1 million degrees Celsius for 1000 seconds, marking a significant leap from basic science to engineering practice [5] - Breakthroughs in seed research have led to the development of high-yield crop varieties, with a cumulative promotion of 14.48 million acres [5] Group 4: Material Science Innovations - The successful creation of five types of two-dimensional metals using a novel "van der Waals compression technology" marks a significant achievement in material science [6] Group 5: National Scientific Instruments - The FAST telescope has discovered over 1,170 pulsars, surpassing the total number found by other international telescopes during the same period [7] - Researchers in Jiangmen have improved the precision of neutrino oscillation parameters by 1.5 to 1.8 times compared to previous experiments [7] - The Guo Shoujing telescope has published over 28 million spectral data, maintaining the world's largest data volume [7] Group 6: Artificial Intelligence Integration - The introduction of the DeepSeek-R1 model has achieved significant results at lower training costs, indicating a shift in AI's role from a standalone tool to an integral part of daily life and production [9] - Upgrades in computing power and advancements in multimodal integration are reshaping human-computer interaction and accelerating the growth of the humanoid robot industry [9]

Group 1: Technological Advancements - China's AI large models are rapidly advancing, with breakthroughs in chip self-research, positioning the country as one of the fastest-growing economies in innovation [2] - The "Tianwen-2" mission has commenced its journey to explore celestial bodies, while significant infrastructure projects like the Yaxia hydropower project and the commissioning of the first electromagnetic catapult aircraft carrier are underway [2] - By 2026, major technological achievements are expected to transition from "point breakthroughs" to "systematic explosions," highlighting the integration of "hardcore strength" and "people's livelihood" [2] Group 2: Space and Deep Sea Exploration - China is expanding its exploration efforts into deep space and deep sea, revealing previously unknown geological activities on the moon and collecting significant lunar samples [3] - The Chinese space station is now operational, serving as a "space laboratory" that produces major scientific results, including high-temperature experiments and valuable data for deep space life support technologies [3] - The "Fendouzhe" manned submersible has successfully conducted deep-sea explorations, marking a significant advancement in China's deep-sea research capabilities [3] Group 3: Fundamental Research and Innovation - China continues to lead globally in high-quality scientific research output, as evidenced by the Nature Index 2025 rankings [4] - The EAST nuclear fusion experiment has achieved significant milestones, including maintaining 100 million degrees Celsius for 1000 seconds, which is crucial for advancing fusion energy [4] - Breakthroughs in seed research have led to the development of high-yield crop varieties, with improvements in yield by 10% to 20% and reductions in resource input by 15% to 20% [4] Group 4: National Scientific Instruments - The FAST telescope has discovered over 1,170 pulsars, surpassing the total number found by other international telescopes during the same period [8] - Researchers in Jiangmen have improved the precision of neutrino oscillation measurements by 1.5 to 1.8 times compared to previous records [8] - The Guo Shoujing telescope has published over 28 million spectra, maintaining the largest data volume in the world [8] Group 5: Artificial Intelligence Integration - The launch of the DeepSeek-R1 model has demonstrated lower training costs while achieving results comparable to previous AI models [10] - Robots have become integral to various events and industrial processes, indicating a shift from AI as a standalone tool to a partner in daily life [10] - The evolution of AI technologies is reshaping human-machine interactions and driving innovation across industries, enhancing quality of life [10]

Group 1 - The global automotive OLED panel shipment is expected to grow by 11.8% year-on-year in 2025, reaching approximately 3.05 million units, despite a slowdown in adoption due to the electrification and digitalization of the automotive industry [2] - The first flight mission of the Yao-1 rocket by Xinghe Power is imminent, with significant breakthroughs in the main engine's variable thrust capability and successful completion of various testing phases [2] - The world's largest single-unit lithium iron phosphate (LFP) production base has been launched in Yichang, with an annual capacity of 450,000 tons and an expected annual output value of 14.5 billion yuan, marking a record in industry construction [2]

Group 1 - Meta's acquisition of the startup Manus has surprised the venture capital community, highlighting the rapid wealth creation in AI entrepreneurship and the potential energy of a new technological revolution [1] - The launch of the "AI Six Little Dragons" company, Zhiyuan AI, on the Hong Kong Stock Exchange, and the 1000% surge in the stock price of the newly listed optical component company, Hengtong Light, reflect the excitement surrounding technological advancements [1] - The release of the Deepseek-R1 in early 2025 ignited enthusiasm in China's tech sector, showcasing innovations such as exoskeleton robots and liquid rockets, indicating a shift towards a new era of technological exploration [2] Group 2 - The Nobel Prize in Economic Sciences awarded to economists including Joel Mokyr emphasizes the importance of innovation-driven economic growth, aligning with the optimistic view of technology's role in societal advancement [2] - The narrative of technological progress is intertwined with historical reflections on human aspirations, suggesting that optimism about technology can drive societal progress despite geopolitical and social challenges [3] - The focus for the future should be on technologies that enhance human courage and empathy rather than merely replacing human roles, advocating for a future that prioritizes human values alongside technological advancements [3]

Group 1 - In 2025, significant technological breakthroughs and major engineering projects were achieved, contributing to collective memories and motivation for progress [1] - The Shenzhou-22 spacecraft successfully separated from the Long March rocket and entered its designated orbit, marking China's first emergency launch mission in its manned space program [3] - The "Snow Dragon 2" paused unloading operations to assist the "Snow Dragon" in icebreaking, successfully completing subsequent unloading tasks together [6] Group 2 - On January 20, 2025, the EAST nuclear fusion experimental device in Hefei, known as the "artificial sun," set a world record by achieving 1 million degrees Celsius for 1066 seconds of "high-quality burning" [9] - The Chinese Academy of Sciences released research results from the Chang'e 6 lunar sample series on July 9, 2025, providing insights into the evolution of the moon's far side and enhancing understanding of solar system body evolution [11] - The "Tianyan-287" superconducting quantum computer, equipped with the same chip as "Zuchongzhi 3," was completed on November 14, 2025, processing specific problems 450 million times faster than the fastest supercomputer [14] Group 3 - On February 20, 2025, China National Petroleum Corporation announced the successful drilling of the first over 10,000-meter deep exploration well, the Shendi Taka 1 well, achieving a depth of 10,910 meters, making it the second deepest vertical well in the world [17] - The first domestically developed 110-megawatt heavy-duty gas turbine, with complete intellectual property rights, entered a new phase of commercialization on September 8, 2025, filling a gap in the domestic market for this power level [19] - The Jiangmen neutrino experiment, the first of its kind in the world, released its first physical results on November 19, 2025, improving the precision of two parameters describing neutrino oscillation by 1.5 to 1.8 times compared to previous records [21]

2025年，湘股军团阵容整体稳固。146只个股虽涨跌各异，但湘股板块呈现出"整体上涨、结构分化"的 特征。初步统计，全年实现股价上涨的湘企114家，占比达78%，平均涨幅显著高于市场整体水平。 2025年股价翻倍的湘股有12只。其中涨幅最大的是飞沃科技，2025年1月2日至2025年12月31日共243个 交易日，股价从约24元/股，猛涨至168.37元/股，累计涨幅超过581%；股价一路昂扬，至2025年A股收 官稳坐湘股"股王"交椅。还有32只湘股以下跌结束全年行情。其中跌幅最大的是ST华扬，全年股价跌 去近40%。业内人士分析表示，一涨一跌，不仅是数字升降，更是结构的重塑——从杠杆驱动到产业驱 动，从投机狂欢到价值重估。湘股板块涨幅"五大金刚"，花落飞沃科技、凯美特气、华曙高科、航天环 宇、华菱线缆，无一不是高科技色彩浓厚。如华曙高科凭借AI驱动设计优化与智能制造优势，在工业 级3D打印领域持续突破，全年涨幅超180%；航天环宇攻坚航天技术壁垒，成果丰硕，得资金青睐，年 涨幅近180%；华菱线缆受益于特高压电网建设与新能源项目需求增长，全年涨幅超160%。（湖南日 报） ...

看病买药更方便、实惠 国家医保局提出：2026年，职工医保个人账户资金将全面实现跨省共济使用，在国家医保服务平台上开通"医保钱包"，个人账户资金就能转账给配偶、父 母、子女，以及兄弟姐妹等近亲属，在就医购药、参保缴费时使用，今年这项政策将惠及更多地方。同时，1月1日起，新版医保目录将正式实施，新增114 种药品，覆盖肿瘤、慢性病、精神疾病等重点领域。 本文转自【央视新闻客户端】； 2026年，你的哪些生活计划，正好落在重大政策和事件发生的节奏上？ 换新车、买大件 2026年国家将继续推动大规模设备更新和消费品以旧换新政策，除了原有的汽车、家电、手机等产品，还新增加了智能眼镜和智能家居产品。记者梳理了各 地的推进情况发现，截至2025年12月31日，至少有100多个市、县一级商务部门开始征集或公示参与以旧换新的企业，不少地方明确要求："放大补贴规 模""让更多消费者参与进来"，大家可以持续关注自己所在地区的相关政策。 米兰冬奥会、足球世界杯等体坛赛事举办 规划好日常，也别忘了给热爱留出时间。体育迷将在2026年大饱眼福：2月米兰冬奥会开启冰雪盛宴，6-7月足球世界杯将点燃夏日激情，到了秋天还有亚运 会和青年奥运 ...

写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述，并无主观倾向性，也不是投资建议，纯属 娱乐性质。 一顿操作猛如虎，基金净值已更新，谁是基金中的王者，谁又垫底，请看数据： | 基金简称 PK | | | 最新净体 !! = 3 N = 3 N = 3 = | | | --- | --- | --- | --- | --- | | 1 | 永赢高端装 ... C | 1.4234 | 6.53% ⭐ | | | | 015790 | 2025-12-31 | | | | 2 | 永赢高端装... A 015789 | 1.4431 2025-12-31 | 6.52% | 8 | | 3 | 方正富邦信... C 008182 | 1.1266 2025-12-30 | 6.45% | 7 | | 4 | 方正富邦信... A | 1.1714 | 6.45% | 7 | | | 006689 | 2025-12-30 | | | | 5 | 宝盈睿丰创 .. B 000794 | 3.2230 2025-12-30 | 6.02% | 8 | | 6 | 宝盈 ...

International Market - Economic data from the US in December was significantly affected by the government shutdown, making it less reliable for analysis. The labor market showed weakness with November non-farm payrolls at 64,000, above the expected 50,000, while the unemployment rate rose to 4.6%, higher than the expected 4.5% [5][8] - Inflation data also lacked reliability due to the government shutdown, with November CPI at 2.7%, below the expected 3.1%, and core CPI at 2.6%, also below expectations. The data collection issues have raised concerns about the comparability of these figures [8][10] - The December FOMC meeting revealed significant internal divisions within the Federal Reserve, with Powell's speech leaning dovish, indicating that "preemptive rate cuts" may be nearing an end. The median forecast for 2026 remains at 3.25%-3.5%, suggesting one more rate cut [10][12] - The US is strengthening its space strategy in response to China's advancements in commercial space, which may lead to a revaluation of related sectors. The Trump administration's recent executive order emphasizes the need for increased R&D and private sector investment in space [15] - The Bank of Japan raised interest rates by 25 basis points to 0.75%, the highest in 30 years, but the market reaction was muted, indicating that expectations had already been priced in [15][17] - Geopolitically, the US continues to exert pressure on Venezuela, which may affect oil prices and inflation expectations. The overall market saw low volatility in US Treasury yields and a mixed performance in the stock market, with the S&P 500 reaching new highs [19][21] Domestic Market - In November, China's exports turned positive with a year-on-year increase of 5.9%, while domestic demand remains weak, with retail sales growth at 1.3%, down from 2.9% in the previous month. Fixed asset investment also declined by 2.6% year-on-year [29][31] - The December Central Economic Work Conference emphasized the importance of expanding domestic demand, with "domestic demand as the main driver" being the top priority among eight tasks. The meeting highlighted the need for flexible monetary policy to support economic stability [31][32] - The commercial space sector in China is experiencing significant advancements, driven by both policy support and industry developments. Recent launches of reusable rockets indicate progress in this area, which is expected to become a sustainable growth sector following AI [32][34] - The market in December showed overall upward movement, with the ChiNext Index performing the best. Sectors such as defense, communications, and non-ferrous metals saw significant gains, while real estate and food and beverage sectors lagged [34][37] Outlook for January 2026 - The report suggests focusing on three key areas: 1) Opportunities in the aerospace sector and AI industry, which may resonate with movements in the US market; 2) High-growth advanced manufacturing sectors, supported by high investment growth; 3) Resource sectors benefiting from rising non-ferrous commodity prices, which still show upward trends [38]

2025.12. 31 10年新高,日K线收小阳线,多头韧性但上攻动能减弱,短期调整需求上升。 2470家上涨 2768 涨跌停比 63:13 个股跌多涨少,赚钱效应偏好,盘面上,商业航 天概念延续强势,AI应用方向持续走强,教育、 航空机场、文化传媒等板块涨幅居前:医药商 业、船舶制造、电池、石油、半导体等板块跌幅 居前。 资金情绪 主力资金净流出 397.51 亿元 两市成交额 两市成交额显著缩量,观望情绪浓厚,早盘缩 量明显,午后资金活跃度略有回升但整体偏谨 慎,符合年末"落袋为安"心态,增量资金入场 意愿不强,投资者多以观望为主,市场主要由存 量资金博弈驱动。 散户资金净流入 381.14亿元 机构呈"维稳护盘+跨年布局"的双重特征,对权重股进行护盘操作以稳定指数,借收官窗口调仓换股,主 动加仓AI应用、硬科技等景气赛道,资金逆势净流入布局半导体设备、光伏储能等方向;散户呈"理性乐 观+积极布局"的鲜明特征,对高位题材理性止盈落袋为安,体现风险意识提升;同时,积极抓住年末调仓 窗口,布局商业航天、AI应用、低估值金融等政策支持赛道。 散户情绪 75.85% 让 指 数 3968.84 0 5万亿元 ▼ ...