| 301563 | 云汉芯 | 20270.06 | 32.91 | 0.22 | 电子 | | --- | --- | --- | --- | --- | --- | | | 城 | | | | | | 301606 | 绿联科 | 8121.49 | 32.76 | 4.51 | 电子 | | | 技 | | | | | | 301429 | 森泰股 份 | 1672.79 | 31.39 | -0.88 | 建筑材料 | | 301337 | 亚华电 子 | 12329.15 | 29.61 | 0.22 | 计算机 | | 920953 | 国子软 | 3519.43 | 28.78 | 1.70 | 计算机 | | | 件 | | | | | | 603124 | 江南新 材 | 15059.63 | 28.63 | 4.02 | 有色金属 | | 688767 | 博拓生 | 30466.53 | 27.61 | 6.68 | 医药生物 | | | 物 | | | | | | 300331 | 苏大维 | 60614.40 | 27.30 | 20.00 | 电子 | | | 格 | | | | ...

Group 1 - The State Administration for Market Regulation will accelerate the update and upgrade of a batch of national standards for green consumption [2] - The administration aims to create a favorable market environment and enhance public satisfaction through various initiatives [2] - Key initiatives include improving energy and water efficiency labeling systems, promoting "green dining" services, and strengthening law enforcement against violations in green product areas [2] Group 2 - Starting January 1, 2026, cosmetic surgery will be subject to VAT, while medical services provided by medical institutions will remain exempt [3] - The definition of "medical institutions" excludes profit-driven beauty medical institutions [3] Group 3 - Bawang Tea Ji responded to a viral video of a staff member preparing tea with bare hands, stating it was a staged act for social media and not for sale [3] - The company has taken disciplinary actions, including indefinite closure of the store and termination of the involved staff [3] Group 4 - Lee Jae-Yong, Chairman of Samsung Electronics, was spotted shopping in Beijing, purchasing 100 Labubu items [4][5] - This event occurred after his attendance at a China-Korea business forum [4] Group 5 - Elon Musk's xAI company completed a $20 billion funding round with investors including Nvidia and Qatar Investment Authority [5] - The funding has been in preparation for several months, although specific investment amounts from each party were not disclosed [5] Group 6 - Nvidia CEO Jensen Huang announced new AI products at CES 2026, including the next-generation Rubin architecture GPU [6] - The new GPU's performance is significantly improved compared to the previous Blackwell GB200 model [6] - Nvidia is also releasing several new models targeting various AI applications, including autonomous driving and robotics [6] Group 7 - Xiaomi announced disciplinary actions following an investigation into its team's interaction with KOLs, resulting in the dismissal of involved personnel [6] Group 8 - WeChat clarified that rumors about new account restrictions are false, emphasizing that normal social behavior will not be limited [7][8] Group 9 - Apple responded to criticism regarding the price of a Year of the Horse phone case, stating that the design is a collaboration and the price reflects its quality [8] Group 10 - Xiaohongshu is testing a paid note feature, allowing creators to charge for high-quality content with various payment models [9] Group 11 - KKV store in Shenzhen faced a forced closure due to alleged rent arrears, leading to employee injuries and emotional distress [10] Group 12 - Magic Cube Life Service Group is facing operational disputes in multiple cities, with claims of unpaid rent and forced tenant evictions [11] - The company stated it is optimizing its store operations and remains committed to expanding new projects [11] Group 13 - Tesla announced a new financing plan for Model 3 and Model Y vehicles, including a 5-year interest-free option [12] Group 14 - Moutai's Year of the Horse liquor is being resold at inflated prices, with some resellers offering up to 3000 yuan for a bottle originally priced at 1899 yuan [12] Group 15 - Great Wall Motors has officially implemented a full weekend off policy for all employees, marking a significant change in its work schedule [13] Group 16 - A recent incident involving a physical altercation between a pilot and co-pilot on a flight has been addressed by the airline, confirming compliance with operational standards [14] Group 17 - The C919 aircraft has successfully carried over 4 million passengers, with ongoing developments in new aircraft models and engine certifications [15] Group 18 - GAC Honda announced a two-week production halt due to semiconductor supply issues and production line upgrades, stating that the impact on overall production will be manageable [16]

江苏入选项目包括朗坤智慧科技股份有限公司的"面向钢铁行业的风机能效优化控制解决方案"、南 京特沃斯清洁设备有限公司的"工业现场智能清洁机器人解决方案"等，标志着这些企业在智能制造领域 的创新成果取得国家级认可，入选项目服务的重点行业包括钢铁、建材、汽车及汽车零部件、医疗装 备、工程机械、纺织、医药、电子设备、光伏、集成电器等，均为江苏的重点和优势产业。下一步，揭 榜企业将继续深化人工智能与工业场景的融合创新，助力行业数字化转型与高质量发展，为我国智能制 造体系建设贡献更多创新成果。 工业和信息化部办公厅、市场监管总局办公厅日前联合印发通知，公布2025年度智能制造系统解决 方案"揭榜挂帅"项目名单，全国共73个项目入选，其中14个江苏项目在列，入选数全国最多。 据悉，为贯彻落实《制造业数字化转型行动方案》，按照《"十四五"智能制造发展规划》任务部 署，打造智能制造"升级版"，两部门进行了此次评选，名单经省级有关部门推荐、专家评审、网上公示 等程序后评选得出。 ...

段永平近日晒出了一个股票账号，该账户的累计收益率超过18倍。 数据显示，2011年11月买入约180万美元，至今盈利近3400万美元，回报达到1881.8%。 段永平透露，这么多年这个账户几乎没怎么动过，笑称全靠打（高尔夫）球赚来的钱。 一直以来，段永平都强调自己只是个业余投资者，充其量算一个规模比较大散户。他的真正爱好是打高尔夫球，投资只是顺手"玩一玩"。 有网友问他，自己是全职投资者，能否给点建议。段永平的回复一如既往地直接："你都职业了，还跑来问一个业余的？" 在他看来，投资是为数不多"业余可以战胜职业"的领域之一。而之所以能做到这一点，关键在于两个过滤器，帮他节省了大量时间。 这两个过滤器，分别是商业模式和企业文化。段永平认为，好的商业模式，本质上是"能够长期赚大钱、且竞争对手难以复制的生意"。 商业模式像一匹马，企业文化像骑师。骑师固然重要，但如果马本身不行，再好的骑师也跑不出好成绩。 促使段永平在投资上发生巨大转变的，是两笔关键投资。从Yahoo到苹果，是一次真正意义上的跃迁。从那以后，他几乎彻底摆脱了市场情绪的干扰。 众所周知，苹果是巴菲特极为重要的一笔投资。段永平也曾透露，巴菲特买入苹果并非因 ...

银河证券指出，节后来看，假期期间港股市场与人民币汇率走强表现有助于提振投资者信心，A股市场 或将延续结构性行情。后续上行节奏还要观察政策预期与产业趋势突破，在上述因素支撑下，春季躁动 行情可能提前开启。同时，仍需关注海外风险等不确定性因素的短期扰动。展望2026年，"十五五"开局 之年改革政策预期强化，人民币汇率向上等价格因素支撑流动性向好，市场信心有望得到提振。关注盈 利修复逻辑下，具备业绩兑现能力的科技龙头、受益于价格水平回暖预期的周期板块。 中信证券研究则指出，2026年全年上市公司的净利润有望持续改善，预计全年增速将达到4.8%。伴随 2026年CPI、PPI回暖，价格因素对上市公司利润的压制或将逐季缓解。随着扩内需政策逐步加码并落地 生效，内需相关品种的ROE有望企稳回升。 2026年首个交易日，A股迎"开门红"。2026年1月5日，上证指数上涨1.38%，重返4000点。有统计数据 显示，自2025年12月17日至2026年1月5日，上证指数实现日线12连阳，创1992年3月以来最长连阳纪 录。 中金公司认为，当前全球宏观环境及创新产业趋势等仍然相对利好成长风格，但成长领域经历一年多上 涨后，估值 ...

一、上市公司重要公告 1月5日盘后，红棉股份、长高电新、先锋精科、尚纬股份、百川能源、南亚新材、好太太、信科移动、 航亚科技、深赛格、合富中国、富特科技、莱绅通灵、ST逸飞、中钢洛耐、博通集成、万泽股份等17 家A股上市公司披露减持情况，当日暂无A股上市公司披露增持情况。 二、外围市场与关联资产 周一美股三大指数集体收涨，道指涨1.23%创历史新高，纳指涨0.69%，标普500指数涨0.64%；大型科 技股涨跌不一，特斯拉涨超3%，亚马逊涨超2%，Meta、高通涨超1%，苹果、美光、博通、甲骨文、 AMD跌超1%。 纳斯达克中国金龙指数收涨0.53%，嘉楠科技涨9.01%，万物新生涨8.58%，康迪车业涨8.34%，叮咚买 菜涨7.89%。 此外，纽约期金突破4470美元/盎司，日内涨0.43%；纽约期银日内涨9%，现报77.41美元/盎司。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核 ...

跨年夜的商圈人声鼎沸，安塞腰鼓表演、免费蛋糕派送、跨年音乐会……2026年元旦假期，青山区消费市场以"供需两旺、多元融合"的鲜明姿态迎来"开门 红"，政策红利持续释放、消费场景不断创新、品质需求加速升级，勾勒出一幅热气腾腾的消费画面，为全年经济稳增长注入强劲动力。 国补政策无缝接续，焕新升级带动明显。2026年消费品以旧换新补贴政策元旦期间正式落地，对一级能耗家电、智能数码产品等给予最高1500元补贴，精准 撬动绿色智能消费需求。 1月1日，在包头印象城的华为手机门店里人头攒动，不少消费者凭借门店优惠与补贴实现了"省钱焕新"。市民李女士告诉笔者，自己用的手机已经好几年 了，打算换部新的，正好赶上以旧换新的补贴政策和门店的优惠，选中了的一台手机比平时购买足足省了好几百块钱，很划算。 家电、汽车等大宗消费促进政策接续发力，有效激发更新换代需求。元旦当天，青山区全面衔接国家家电以旧换新及数码3C产品购新补贴政策，线上线下 渠道同步启动。主要家电卖场结合元旦节点，推出专属政企双补、年终大促、抽奖等活动，提升购物体验与消费热情。 元旦假期，青山区一商场内客流明显增加。韩晓慧摄 元旦假期，青山区商务局紧抓节庆消费契机，统 ...

Market Overview - The Shanghai Composite Index closed at 4023.42 points, above the annual line, with a gain of 1.38% [1] - The total trading volume of A-shares reached 30,483.30 billion yuan [1] Stocks Breaking Annual Line - A total of 204 A-shares have surpassed the annual line today, with notable stocks including: - Guanhao Biological (300238) with a deviation rate of 13.10% - Beilu Pharmaceutical (300016) with a deviation rate of 12.97% - Yinkang Life (300143) with a deviation rate of 12.90% [1] Stocks with Significant Deviation Rates - Stocks with high deviation rates include: - Guanhao Biological: 20.00% increase, latest price at 16.62 yuan - Beilu Pharmaceutical: 13.22% increase, latest price at 8.99 yuan - Yinkang Life: 15.18% increase, latest price at 11.38 yuan [1] Additional Stocks with Positive Performance - Other stocks showing positive performance include: - Gangtong Medical (301515) with a 14.16% increase and a deviation rate of 12.82% - Zhite New Materials (300986) with a 20.04% increase and a deviation rate of 10.50% [1] Stocks with Lower Deviation Rates - Stocks that have just crossed the annual line with lower deviation rates include: - Longqi Technology (603341) with a 10.01% increase and a deviation rate of 9.02% - Taihe New Materials (002254) with a 9.98% increase and a deviation rate of 8.61% [1]

Market Performance - On January 5, the three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 1.38% to 4023.42 points, the Shenzhen Component Index rising by 2.24% to 13828.63 points, and the ChiNext Index up by 2.85% to 3294.55 points [1] - The sectors that performed well included brain engineering, storage chips, and cloud gaming, while shale gas, natural gas, and insurance-related sectors saw declines [1] Fund Manager Changes - From January 1 to January 5, a total of 9 fund managers experienced changes in their positions, which can significantly impact the future performance of the funds they manage [2] - In the same period, 4 fund products announced fund manager departures, with reasons including job changes and personal reasons [3] - A total of 29 fund products announced new fund manager appointments, involving 7 new fund managers [3] Fund Performance - Wang Bo from Ping An Fund managed a total fund asset of 696 million yuan, with the highest return of 99.12% from the fund "Anxin Xinfang Youxuan Mixed A" during his tenure [3] - Li Jialiang from Southern Fund managed a total fund asset of 9.657 billion yuan, with the highest return of 163.15% from the "Southern Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF" during his tenure [3] Fund Research Activity - In the past month (December 6 to January 5), Huaxia Fund conducted the most company research, engaging with 43 listed companies, followed by Bosera Fund, Southern Fund, and E Fund, which researched 39, 32, and 29 companies respectively [5] - The chemical products industry was the most researched sector, with 161 instances, followed by the computer equipment industry with 112 instances [5] Recent Company Focus - In the last month, the most researched company by public funds was Zhongke Shuguang, which is in the specialized computer equipment industry, with 117 fund management companies participating in the research [5] - Other companies receiving significant attention included Haiguang Information and Changan Automobile, with 117 and 86 fund management companies involved in their research respectively [5] Recent Weekly Research Activity - In the week from December 29 to January 5, the company with the highest number of fund research engagements was Oulutong, with 30 fund institutions participating [6] - Other companies with notable research activity included Jingji Zhinu and Zhongwei Shares, with 29 and 26 fund institutions respectively [6]

美国国债收益率在新年伊始小幅上升，但本周结束时涨跌不一，本周即将迎来一系列新的数据发布。投资者可能会关 注12月的就业指标，从周三的ADP报告开始，到周五将按照常规时间表公布非农就业数据（自去年9月以来首次）。凯 投宏观预计失业率将从4.6%小幅回落至4.5%，而花旗集团则预测会进一步上升至4.7%。 // 一、市场要闻 // 1、CPI、PPI数据将公布 1月9日，国家统计局将公布2025年12月CPI、PPI数据。浙商证券预计12月CPI同比增速0.7%，环比持平；工业品价格方 面，预计12月PPI同比增速为-1.9%，环比持平。 2、2026年育儿补贴本周一开放申领 根据工作安排，2026年育儿补贴即将开放申领。2026年1月1日至4日将对育儿补贴信息管理系统进行升级和测试，1月5 日起全面开放申领。据国家卫生健康委消息，截至目前，全国31个省（自治区、直辖市）均已发放育儿补贴，发放人 数超过2400万人，2025年度育儿补贴发放率达80%左右。 3、成品油价将迎今年首次调整 根据"十个工作日"原则，2026年首轮调价窗口为1月6日24时。上一次调价窗口为12月22日24时，国内汽、柴油价格每 吨分别下 ...