Core Viewpoint - On January 13, the A-share market saw a significant number of stocks declining, with 1,520 stocks rising and 3,547 stocks falling, indicating a bearish trend in the market overall [1] Group 1: Market Performance - A total of 1,520 stocks increased in value, while 3,547 stocks decreased, and 98 stocks remained flat [1] - Excluding newly listed stocks on that day, there were 75 stocks hitting the upper limit (涨停) and 58 stocks hitting the lower limit (跌停) [1] Group 2: Industry Analysis - The stocks that reached the upper limit were primarily concentrated in the following sectors: pharmaceuticals and biotechnology, machinery and equipment, media, construction decoration, and computer industries [1]

经济观察网 三大指数集体调整，深成指跌超1%，创业板指冲高回落跌近2%。沪深两市成交额3.65万 亿，较上一个交易日放量496亿。盘面上，全市场超3700只个股下跌。从板块来看，AI应用概念逆势上 涨，十余只成分股涨停，引力传媒、利欧股份、省广集团涨停。AI医疗概念反复活跃，美年健康3连 板，泓博医药、新赣江等多股涨停。电网设备概念午后走强，特变电工、三变科技涨停。零售概念表现 活跃，三江购物2连板。下跌方面，商业航天、可控核聚变等板块跌幅居前。其中商业航天概念下挫， 顺灏股份、中国卫通等多股跌停。截至收盘，沪指跌0.64%，深成指跌1.37%，创业板指跌1.96%。 ...

MACD金叉信号形成，这些股涨势不错！ 转自：智通财经 【收评：创业板指冲高回落跌近2% 商业航天概念股集体退潮】智通财经1月13日电，三大指数集体调 整，深成指跌超1%，创业板指冲高回落跌近2%。沪深两市成交额3.65万亿，较上一个交易日放量496 亿。盘面上，全市场超3700只个股下跌。从板块来看，AI应用概念逆势上涨，十余只成分股涨停，引 力传媒、利欧股份、省广集团涨停。AI医疗概念反复活跃，美年健康3连板，泓博医药、新赣江等多股 涨停。电网设备概念午后走强，特变电工、三变科技涨停。零售概念表现活跃，三江购物2连板。下跌 方面，商业航天、可控核聚变等板块跌幅居前。其中商业航天概念下挫，顺灏股份、中国卫通等多股跌 停。截至收盘，沪指跌0.64%，深成指跌1.37%，创业板指跌1.96%。 ...

1月13日，A股三大股指早盘冲高回落，午后震荡下跌，截止收盘，上证综指下跌26.53点，跌幅0.64% 报4138.76点；深证成指下跌197.51点，跌幅1.37%报14169.4点；沪深300指数下跌28.88点，跌幅0.6%报 4761.03点；创业板指下跌66.45点，跌幅1.96%报3321.89点；科创50指数下跌42.27点，跌幅2.8%报 1469.57点；盘中创业板指一度跌超2%，沪指跌近1%；全天成交额较昨日再度放量，两市成交额录得 3.65万亿再创历史新高，两市超3500只个股下跌。 盘面上，AI应用概念逆势上涨，十余只成分股涨停，引力传媒、利欧股份、省广集团涨停。AI医疗概 念反复活跃，美年健康3连板，泓博医药、新赣江等多股涨停。电网设备概念午后走强，特变电工、三 变科技涨停；零售概念表现活跃，三江购物2连板；贵金属板块走高，晓程科技涨超8%；减肥药板块拉 升，普洛医药逼近涨停；创新药、锂矿概念及游戏等板块涨幅居前。下跌方面，多家公司公告提示风 险，商业航天、卫星互联网板块大退潮，航天电子、中国卫通、航天科技等近百股跌超8%；大飞机、 军工板块走低，中天火箭、雷科防务等多股跌停；可控核 ...

今日A股三大指数集体调整，深成指跌超1%，创业板指冲高回落跌近2%。沪深两市成交额3.65万亿，较上一个交易日放量496亿。 盘面上，全市场超3700只个股下跌。从板块来看， AI应用概念逆势上涨 ，十余只成分股涨停，引力传媒、利欧股份、省广集团涨停。AI医疗概念反 复活跃，美年健康3连板，泓博医药、新赣江等多股涨停。电网设备概念午后走强，特变电工、三变科技涨停。零售概念表现活跃，三江购物2连 板。 下跌方面， 商业航天、可控核聚变等板块跌幅居前 。其中商业航天概念下挫，顺灏股份、中国卫通等多股跌停。 1794 1116 1018 463 284 187 148 169 119 125 75 47 56 大于 小手 涨停 跌停 +8% +6% +4% +2% 0% -2% -4% -6% -8% -8% +8% 上涨 1622家 持平 119家 下跌 3729家 停牌 18家 跌停 56家 涨停 75家 两市成交额:3.65万亿 市场热度： 27 0 较上一日: +496亿 今日预测量能: 50 0 100 3.65万亿 | +496亿 下载财联社APP获取更多资讯 准确 快速 权威 专业 截至收盘，沪指跌0 ...

Core Viewpoint - The article discusses the rising trend of knowledge monetization in the financial industry, highlighting how prominent figures like Hong Hao and Li Bei are leveraging their expertise to generate significant income through paid courses and subscription services, despite the overall poor performance of the media sector [3][4]. Group 1: Knowledge Monetization - Hong Hao's knowledge platform has increased its annual fee to 1499 yuan, achieving a GMV of 12.586 million yuan within two months with 14,000 subscribers [3]. - Li Bei sold a course worth 12,888 yuan in just two days, generating 2.57 million yuan in revenue [3]. - The article notes that the media sector is generally considered a poor business, yet knowledge monetization through private domains and courses stands out as a lucrative opportunity [3]. Group 2: Leveraging Different Types of Capital - According to investor Naval, wealth freedom can be achieved through three types of leverage: labor leverage, capital leverage, and the most crucial, the ability to replicate products with zero marginal cost, such as media and code [5]. - Hong Hao and Li Bei effectively utilize all three types of leverage, with Li Bei already achieving wealth freedom through her business, while Hong Hao is still establishing his presence in the knowledge monetization space [5][6]. Group 3: Market Positioning and Strategy - Hong Hao's past experience as a chief strategist at major financial institutions adds credibility to his current endeavors, although his recent fund performance has been inconsistent [6][7]. - Both Hong Hao and Li Bei have successfully created strong personal brands, allowing them to attract a larger audience and monetize their insights more effectively than their peers [9][11]. - The article emphasizes that the macroeconomic topics they cover resonate with a broader audience, making their knowledge monetization efforts more appealing [9]. Group 4: Challenges and Market Dynamics - Fund managers are often cautious about transitioning to media roles due to concerns about losing professional credibility and focus [12]. - Despite skepticism about their actual investment performance, Hong Hao and Li Bei's ability to market themselves and their predictions has garnered significant attention and a loyal following [12][17]. - The article suggests that as traditional investment avenues become more challenging, financial professionals are increasingly turning to knowledge monetization as a viable alternative income source [17][18].

据天眼查APP显示，天下秀数字科技(集团)股份有限公司成立于1993年11月28日，注册资本180774.7642 万人民币。（数据宝） 数据宝统计，截至14:26，天下秀成交额37.69亿元，创上市以来新高。最新股价上涨1.40%，换手率 23.48%。上一交易日该股全天成交额为21.48亿元。 （文章来源：证券时报网） ...

Group 1 - The A-share market's AI application sector continues to perform strongly, with significant gains in companies like People's Daily and Xinhua News, leading to a rise in the Media ETF by over 1% [1] - In the first seven trading days of 2026, the Media ETF has increased by over 30%, with a net inflow of over 3.2 billion yuan in a single day and over 4.1 billion yuan year-to-date [2] - The AI application sector is experiencing a surge due to various catalysts, including the listing of companies like Zhipu and MiniMax in Hong Kong, and collaborations between major firms like Walmart and Google [2] Group 2 - The hottest area in AI applications is GEO (Generative Engine Optimization), with a projected global market size of approximately $11.2 billion by 2025 and $100.7 billion by 2030, reflecting a CAGR of about 55% [3] - The AGI-Next summit highlighted a shift in focus from "Chat" to "Agent" in large model competition, emphasizing the execution of complex tasks in real environments [3] - The AI healthcare sector is accelerating, with Ant Group's "Antifufu" app quickly rising to the top of the Apple App Store, indicating strong consumer demand for integrated healthcare services [3] Group 3 - Many institutions believe that 2026 will be a pivotal year for AI applications, driven by advancements in terminal manufacturers like Apple [4][5] - The AI application sector is expected to become the core focus of the industry, with a shift from computational power to practical applications [6] - Meta's acquisition of Manus is seen as a strategic move to enhance AI capabilities and accelerate the commercialization of AI technologies [7]

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]

Core Insights - The A-share market saw a collective rise in the three major indices on Monday, with the Shanghai Composite Index up by 1.09%, the Shenzhen Component Index up by 1.75%, and the ChiNext Index up by 1.82%. The total trading volume in the Shanghai and Shenzhen markets reached 36,010.93 billion yuan [2][7] - In terms of industry performance, media, computer, and defense industries led the gains, while oil, coal, and real estate sectors lagged behind. Concept stocks related to Sora (text-to-video), MLOps, and AI applications saw significant increases, while rental rights, animal vaccines, and glyphosate concepts experienced declines [2][7] - The Hong Kong market also performed well, with the Hang Seng Index rising by 1.44% and the Hang Seng Tech Index increasing by 3.1%. In overseas markets, the three major US indices collectively rose, with the Dow Jones up by 0.17%, S&P 500 up by 0.16%, and Nasdaq up by 0.26% [2][7] Important News - The National Development and Reform Commission and three other departments jointly issued guidelines to clarify the layout and investment direction of government investment funds. The guidelines emphasize supporting major strategies and key areas, promoting the deep integration of technological and industrial innovation, and nurturing emerging pillar industries while prohibiting investments in restricted or eliminated industries [3][7] Industry Analysis - The "Artificial Intelligence + Manufacturing" initiative aims to accelerate the commercialization of brain-computer interface technology. The policy encourages the development of intelligent terminals and focuses on key scenarios such as industrial inspection and remote medical care, promoting the commercialization of new terminals like AR/VR devices and brain-computer interfaces [8][9] - The brain-computer interface industry is currently in a critical transition phase characterized by technological breakthroughs, clinical validation, and commercial landing. The global competition landscape shows the US leading in invasive technologies while China excels in non-invasive applications. Key competitive factors include electrodes, chips, and algorithms [9][11] - The domestic film market is projected to see a significant increase in box office revenue in 2025, with a 22.0% year-on-year growth to 51.83 billion yuan, driven by high-quality content such as "Nezha" which contributed nearly 30% of the total box office. The number of moviegoers is expected to rise by 22.6% to 1.238 billion [11][12] - The number of new cinemas is expected to grow, with 1,065 new cinemas opening in 2025, a 3.8% increase year-on-year. Wanda Cinemas continues to maintain its leading position in the industry, achieving a box office of 8.69 billion yuan, accounting for 16.76% of the total market [13]