2026年1月13日早盘，AI应用方向延续强势，引力传媒7天6板，易点天下、卓易信息、迪安诊断、利欧 股份、省广集团均3连板。 近期，AI应用正推动内容产业的深刻变革。东北证券指出，2025年被视为AI漫剧行业发力元年，全年 上线漫剧数量达46931部，下半年呈现"阶梯式爆发"态势，仅6-12月增长11.5倍。巨量引擎数据显示，预 计2025年末全年漫剧市场规模有望突破200亿元。AI漫剧具备低成本、短周期优势，单部制作成本大多 集中在5-15万元区间，显著低于传统短剧，且测出率更高，商业模式已率先跑通。随着平台扶持力度加 大和IP改编效率提升，2026年或成为漫剧生态发展的关键一年。 此外，DeepSeek计划于2026年2月中旬农历新年前后发布其新一代旗舰模型V4，该模型在内部基准测试 中展现出优于Anthropic Claude及OpenAI GPT系列的代码生成能力。华源证券表示，V4模型在超长上下 文处理、数据模式理解和推理性能方面均有突破，有望进一步推动AI辅助编程工具的商业化进程。与 此同时，国产多模态模型能力持续进化，叠加春节档期间大厂AI产品的密集互动布局，或将加速AI应 用在C端用户的渗透 ...

Core Insights - The A-share market has seen a significant increase in trading volume, reaching a record high of 36,449.71 billion yuan as of January 12, with an increase of over 4,900 billion yuan from the previous trading day [1][4] - Analysts suggest that the Chinese stock market is likely to stabilize and surpass important thresholds, supported by three main factors: anticipation of a new Federal Reserve chair, continued inflow of incremental funds, and policy measures aimed at stabilizing investment and the real estate market [1][4] Market Trends - The anticipated announcement of the new Federal Reserve chair is expected to create optimism regarding potential interest rate cuts in the U.S. by 2026, which may enhance overseas liquidity and support the stability and appreciation of the yuan [1][4] - The influx of funds represented by the A500 ETF and the "opening red" from insurance capital is expected to solidify liquidity in the market [1][4] - The Chinese government has emphasized the need to stabilize investment and improve expectations in the real estate market, indicating a potential increase in policy support for growth [1][4] Investment Opportunities - The technology sector, non-bank financials, and cyclical sectors are viewed positively. The technology growth sector is expected to see performance upgrades, particularly in domestic computing power and AI applications [2][5] - Non-bank financials are likely to benefit from increased wealth management demand and the movement of household deposits, with a focus on insurance and brokerage firms [2][5] - Cyclical sectors are currently undervalued, with signs of marginal improvement in economic conditions, suggesting potential opportunities in tourism, hospitality, consumer goods, and resource products like metals and chemicals [2][5][6] Thematic Focus - The environment for thematic trading is expected to improve, with a focus on AI applications, robotics, commercial aerospace, and domestic consumption as key areas of interest [2][6]

Group 1 - The core viewpoint of the news highlights a significant surge in Chinese tech stocks, particularly in the AI sector, with the Nasdaq Golden Dragon China Index rising by 4.26% and Alibaba experiencing its largest single-day increase since August 29, 2025, with a rise of over 10% [1] - The Hong Kong stock market opened strongly, with major internet companies like Alibaba, Bilibili, Kuaishou, Tencent, and Xiaomi all showing gains, indicating a robust interest from overseas investors in Chinese tech assets [1] - The Hong Kong Internet ETF (513770) has seen a net inflow of 745 million yuan over the past 10 days, reflecting growing investor confidence in the sector [1] Group 2 - Morgan Stanley anticipates that Alibaba Cloud's revenue growth will accelerate in the coming quarters as generative AI workloads transition from pilot phases to broader deployment, indicating Alibaba's capability to capture AI-driven demand in China [3] - According to Guotai Junan Securities, AI applications are expected to evolve from usable to highly effective by 2026, with diversified business models becoming a core theme in the AI industry [3] - The Hong Kong Internet ETF (513770) and its associated funds are designed to passively track the CSI Hong Kong Internet Index, which includes major players like Alibaba, Tencent, and Xiaomi, with the top ten weighted stocks accounting for over 78% of the index [3][4]

证券时报·数据宝统计显示，流金科技所属的传媒行业，目前整体跌幅为0.08%，行业内，目前股价上涨 的有28只，涨停的有人民网、新华网等5只。股价下跌的有101只，跌幅居前的有蓝色光标、荣信文化、 奥飞娱乐等，跌幅分别为6.26%、5.99%、5.53%。 流金科技股价创出历史新高，截至9:35，该股上涨24.61%，股价报11.85元，成交量3719.37万股，成交 金额4.49亿元，换手率15.97%，该股最新A股总市值达36.62亿元，该股A股流通市值27.59亿元。 （文章来源：证券时报网） 两融数据显示，该股最新（1月12日）两融余额为4092.68万元，其中，融资余额为4092.68万元，近10日 增加1045.31万元，环比增长34.30%。 公司发布的三季报数据显示，前三季度公司共实现营业收入2.02亿元，同比下降51.64%，实现净利 润-1222.03万元，同比下降123.01%，基本每股收益为-0.0400元。（数据宝） ...

值得买股价创出历史新高，截至9:36，该股上涨8.68%，股价报68.08元，成交量1321.21万股，成交金额 9.29亿元，换手率10.80%，该股最新A股总市值达135.38亿元，该股A股流通市值83.29亿元。 证券时报·数据宝统计显示，值得买所属的传媒行业，目前整体跌幅为0.08%，行业内，目前股价上涨的 有28只，涨停的有人民网、新华网等5只。股价下跌的有101只，跌幅居前的有蓝色光标、荣信文化、奥 飞娱乐等，跌幅分别为6.26%、5.99%、5.53%。 （文章来源：证券时报网） 公司发布的三季报数据显示，前三季度公司共实现营业收入8.06亿元，同比下降20.37%，实现净利润 1344.86万元，同比增长253.49%，基本每股收益为0.0700元，加权平均净资产收益率0.71%。（数据 宝） ...

Core Viewpoint - The recent surge in AI-related stocks, particularly in the Hong Kong market, indicates strong interest from overseas investors in Chinese tech assets, with significant gains observed in major companies like Alibaba and Bilibili [1][3]. Group 1: Market Performance - The Nasdaq China Golden Dragon Index rose by 4.26%, with Alibaba increasing by over 10%, marking its largest single-day gain since August 29, 2025 [1]. - Hong Kong stocks opened higher, with major internet companies like Alibaba, Bilibili, Kuaishou, Tencent, and Xiaomi all showing gains, reflecting a positive market sentiment [1]. - The Hong Kong Internet ETF (513770) saw a net inflow of 745 million yuan over the past 10 days, indicating strong investor interest [1]. Group 2: AI Development and Projections - Hugging Face reported that Alibaba Cloud's Tongyi Qianwen series models have surpassed 700 million downloads, making it the most downloaded open-source AI series on the platform [3]. - Morgan Stanley anticipates that Alibaba Cloud's revenue growth will accelerate in the coming quarters as generative AI workloads expand beyond pilot phases, supporting a shift in investor focus towards sustainable growth [3]. - Guotai Junan Securities predicts that AI applications will evolve from usable to highly effective by 2026, positioning AI as a core theme in the industry [3]. Group 3: Investment Opportunities - The Hong Kong Internet ETF (513770) and its associated funds track the CSI Hong Kong Internet Index, with top-weighted stocks including Alibaba, Tencent, Xiaomi, Kuaishou, and Bilibili, collectively accounting for over 78% of the index [4]. - For investors seeking to balance technology exposure with stability, the Hong Kong Large Cap 30 ETF (520560) offers a diversified strategy, including both high-growth tech stocks and stable dividend-paying companies [5].

09:25 A股开盘丨三大指数集体高开 沪指高开0.11%，深成指高开0.21%，创业板指高开0.07%，科创综指低开0.12%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | W/ | 4169.70 | 4.42 | 0.11% | | 399001 | 深证成指 | NA | 14397.68 | 30.78 | 0.21% | | 399006 | 创业板指 | 3 | 3390.69 | 2.35 | 0.07% | | 000680 | 科创综指 | No | 1853.18 | -2.21 | -0.12% | 2026.01.13 本文字数：596，阅读时长大约1分钟 作者 |一财阿驴 09:30AI应用方向延续强势，引力传媒7天6板，易点天下、卓易信息、迪安诊断、利欧股份、省广集团 均3连板。 恒生指数高开1.32%，恒生科技指数涨1.93%。科网股全线走强，阿里巴巴、阿里健康涨近5%，小鹏汽 车涨逾4%，金蝶国际、比亚迪股份涨逾3%。兆易创新H股上市高开45 ...

Group 1: Market Performance - The Nasdaq China Golden Dragon Index rose by 4.26%, with Alibaba increasing by over 10%, marking the largest single-day gain since August 29, 2025 [1][8] - Hong Kong stocks opened higher, with major internet companies like Alibaba, Bilibili, Kuaishou, Tencent, and Xiaomi showing significant gains [1][8] - The Hong Kong Internet ETF (513770) saw a price increase of over 4%, with a net inflow of 745 million yuan over the past 10 days [1][8] Group 2: AI Development and Expectations - As of January 2026, Alibaba Cloud's Tongyi Qianwen series models have surpassed 700 million downloads, becoming the highest downloaded open-source AI series on the Hugging Face platform [3][10] - Morgan Stanley anticipates that Alibaba Cloud's revenue growth will accelerate in the coming quarters as generative AI workloads expand from pilot phases to broader deployments [3][10] - Guotai Junan Securities expects AI applications to evolve from usable to highly effective by 2026, positioning AI applications as a core theme in the 2026 AI market [3][10] Group 3: Investment Opportunities - The Hong Kong Internet ETF (513770) and its linked funds track the CSI Hong Kong Internet Index, with top-weighted stocks including Alibaba, Tencent, Xiaomi, Kuaishou, and Bilibili, accounting for over 78% of the index [4][11] - For investors looking to reduce volatility while still focusing on technology, the Hong Kong Large Cap 30 ETF (520560) is recommended, combining high-growth tech stocks with stable dividend-paying companies [12]

Group 1 - The total margin balance in the market has reached 26,740.62 billion yuan, marking an increase of 464.61 billion yuan from the previous trading day, and has risen for six consecutive trading days, totaling an increase of 1,333.80 billion yuan during this period [1][2] - The financing balance in the Shanghai market is 13,400.75 billion yuan, while the Shenzhen market's financing balance is 13,250.71 billion yuan, with the North Exchange's balance at 89.16 billion yuan [1] Group 2 - Among the 31 industries classified by Shenwan, 28 have seen an increase in financing balance, with the electronics industry leading with an increase of 207.62 billion yuan [2][3] - The media industry has the highest percentage increase in financing balance at 15.67%, followed by the defense and military industry at 14.69% and non-ferrous metals at 11.43% [2] Group 3 - The top three industries with the largest financing balance increases are electronics (3,995.29 billion yuan, +207.62 billion yuan, +5.48%), non-ferrous metals (1,391.37 billion yuan, +142.74 billion yuan, +11.43%), and defense and military (1,091.76 billion yuan, +139.84 billion yuan, +14.69%) [3][4] - A total of 87 stocks have seen their financing balance increase by over 50%, with JinHao Medical showing the largest increase of 461.33% [4][5] Group 4 - The stocks with the highest financing balance increases include JinHao Medical (2,598.27 million yuan, +461.33%), MeiDeng Technology (4,994.15 million yuan, +266.29%), and MeiHao Medical (46,094.48 million yuan, +248.78%) [6][7] - The average stock price of those with significant financing balance increases has risen by 32.41%, outperforming the market [5] Group 5 - The top three stocks with the highest net financing inflow are China Ping An (+28.82 billion yuan, +11.18%), BlueFocus (+25.98 billion yuan, +89.18%), and Goldwind Technology (+23.07 billion yuan, +85.62%) [8][9] - A total of 12 stocks have seen their financing balance increase by over 10 billion yuan during this period [8]

融资客大手笔净买入个股中，从最新融资余额占流通市值比例看，算术平均值为4.76%，融资余额占比 最高的是蓝盾光电，该股最新融资余额4.76亿元，占流通市值的比例为10.63%，融资余额占比较高的还 有首都在线、远望谷、国科军工，占比分别为10.57%、10.54%、9.06%。（数据宝） 1月12日融资客净买入金额排名 截至1月12日，市场融资余额合计2.66万亿元，较前一交易日增加460.53亿元，这已经是融资余额连续6 个交易日持续增加，其中，沪市融资余额13279.20亿元，较前一交易日增加185.87亿元；深市融资余额 13191.52亿元，较前一交易日增加269.98亿元；北交所融资余额89.16亿元，较前一交易日增加4.68亿 元。 证券时报·数据宝统计显示，具体到个股，1月12日共有2308只股获融资净买入，净买入金额在千万元以 上的有1058只，其中142只融资净买入额超亿元。蓝色光标融资净买入额居首，当日净买入13.11亿元， 其次是中国平安、昆仑万维，融资净买入金额分别为10.16亿元、8.31亿元，融资净买入金额居前的还有 金风科技、蓝思科技、北方稀土等。 分行业统计，获融资客净买入超亿 ...