盘面上，芯片产业链再度强势，半导体设备、存储芯片方向领涨，中微公司、北方华创续创历史新高； 光刻胶概念爆发，国风新材3天2板；算力硬件持续上扬，PCB、CPO、液冷方向均表现不俗，淳中科技 涨停；有色镍等工业金属概念走高，格林美涨停；可控核聚变概念走强，王子新材等多股涨停；电网设 备股走强，三变科技等多股涨停；创新药等部分医药股表现活跃，必贝特20%涨停。下跌方面，券商股 回调，银行、油气、白酒、军工等板块跌幅居前。 展望后市，华西证券认为，春季躁动提前，牛市格局依旧未改。行业配置上，建议关注新兴成长和反内 卷周期机遇。 热门板块 1、存储芯片概念强势 存储芯片概念再度强势，盈新发展2连板，普冉股份、恒烁股份、香农芯创、江波龙等跟涨。 1月7日，A股早盘红盘震荡，沪指逼近4100点，创业板指突破2025年10月30日的阶段高点，刷新2021年 12月底以来的新高，半日成交额1.84万亿，较上个交易日放量538亿。截至午间收盘，沪指涨0.29%，深 成指涨0.35%，创业板指涨0.41%。 据第一财经分析，A股市场开年表现强劲，从短期来看，是由人民汇率预期趋稳和春季行情预期的共同 驱动。中长期来看，是A股市场的 ...

Group 1 - Jilin Province's total annual electricity consumption exceeded 100 billion kilowatt-hours for the first time, reaching 101.19 billion kilowatt-hours, with a year-on-year growth of 6.49%, marking a significant milestone in the province's economic expansion [1] - The growth rates of electricity consumption by sector were as follows: primary industry 13.6%, secondary industry 4.2%, tertiary industry 10.1%, and residential use 7.5% [1] - Specific industries such as chemical raw materials and products manufacturing, chemical fiber manufacturing, and electronic equipment manufacturing saw electricity consumption growth rates exceeding 40%, while accommodation and catering, wholesale and retail, and financial industries experienced growth rates above 10% [1] Group 2 - Since 2025, State Grid Jilin Electric Power Company has taken significant steps to ensure food security by fully electrifying 17,800 high-standard farmland wells before spring plowing [2] - The company established 571 service teams to provide on-site support, visiting over 22,400 individuals in agricultural production and identifying 6,100 potential electricity safety hazards [2] - Efforts to optimize the electricity business environment included implementing a "project leader" system to support key enterprises and major projects, completing electricity connection tasks for 576 significant projects, and reducing connection costs by 910 million yuan [2]

Group 1 - The core point of the news is that Qianli Technology's stock price increased by 5.35% to 12.02 CNY per share, with a trading volume of 617 million CNY and a turnover rate of 1.16%, resulting in a total market capitalization of 54.344 billion CNY [1] - Qianli Technology, established on December 1, 1997, and listed on November 25, 2010, is primarily engaged in the research, production, and sales of passenger vehicles (including new energy vehicles), motorcycles, engines, and general gasoline engines, as well as financial investments [1] - The company's revenue composition is as follows: manufacturing accounts for 98.14%, real estate for 0.99%, and other sources for 0.87% [1] Group 2 - From the perspective of major fund holdings, one fund under ICBC Credit Suisse has heavily invested in Qianli Technology, with the ICBC CSI 1000 Index Enhanced A fund increasing its holdings by 19,560 shares to a total of 283,700 shares, representing 1.09% of the fund's net value, making it the third-largest holding [2] - The ICBC CSI 1000 Index Enhanced A fund, established on March 28, 2023, has a current scale of 209 million CNY, with a year-to-date return of 3.15% and a one-year return of 60.69%, ranking 827 out of 4,192 in its category [2]

Core Insights - The 2026 China Marketing Trends Report emphasizes four key themes: "Digital Intelligence, Trust, Engagement, and Community" as foundational elements for brand marketing strategies [1][6][8] - The report identifies eight major marketing trends based on benchmark cases from the 2025 Golden Craftsman Awards and in-depth industry interviews, providing practical guidance for brands [1][6] Digital Intelligence - Digital intelligence is becoming the underlying support for marketing, with AI agents evolving into agentic AI, promoting "marketing equality" and enabling brands to achieve user insights and content generation through full automation [1][8] - The key starting point for companies' digital transformation is the establishment of a marketing knowledge base, which consolidates organizational experience and information throughout the process [20][21] Trust - Trust is returning to the essence of marketing and becoming a core competitive advantage for brands. Brands need to build a tangible "trust currency" through transparent communication, value resonance, and commitment fulfillment [1][8] - The role of AI in attention allocation is highlighted, with brands needing to create content that is friendly to large models, adapting to AI understanding and recommendation logic [1][8] Engagement - "Engagement" marketing emphasizes human warmth and social virality, with "human-centric marketing" becoming a differentiated asset. Brands should establish clear personas and interact with users in a genuine and principled manner [2][8] - The use of IP and meme culture as social currency is crucial, with brands needing to explore core elements of IP and design shareable "meme points" to stimulate user-generated content [2][8] Community - "Community" is identified as a key growth driver, with brands needing to deeply engage with community cultures before seeking broader reach. Instant retail is pushing marketing towards "community precision farming" and "just-in-time supply" [2][8] - Brands should empower employees and stakeholders to create a co-creation and win-win marketing ecosystem, as demonstrated by successful collaborations [2][8] Conclusion - The report concludes that marketing has entered a new phase characterized by intelligent collaboration, trust-driven strategies, and community symbiosis. Brands must balance foresight with practicality, leveraging technology, trust, and user-centric approaches to seize growth opportunities in a transformative landscape [1][6][8]

【环球网财经综合报道】日前，美国公布的2025年12月经济数据显示，ISM制造业指数从48.2小幅下降至47.9，已连 续10个月低于50，并创下自2024年10月以来新低；新订单已连续第四个月收缩，出口订单仍然疲弱。就业人数连续 第11个月下降。 半岛电视台近日发文称，2025年美国经济经历了贸易紧张局势、关税加征和政府停摆的冲击，但消费支出强劲与人 工智能相关投资高位支撑了经济，人工智能成为经济增长支柱，投资驱动GDP增长。就业市场保持低失业率，但也 面临岗位增长放缓。 2026年，预计美联储将维持宽松货币政策，逐步减弱刺激政策，通胀将趋于美联储目标。科技股可能面临回调风 险，金融和房地产等行业有望受益。然而，美国经济的脆弱性仍受贸易政策、总统权力范围及全球贸易环境等风险 因素影响。 前美联储主席耶伦则在近日警告称，一种名为"财政主导"的情景正在酝酿，即庞大的债务规模可能迫使央行将利率 维持在低位以降低偿债成本，而非专注于遏制通胀。据美国国会预算办公室预计，美国赤字今年将达1.9万亿美元， 债务占GDP比重将升至100%并持续攀升。 ...

Group 1 - The core viewpoint of the article emphasizes the impact of government subsidy policies on consumer spending, particularly in the automotive and home appliance sectors, projecting a total consumption boost of 3.92 trillion yuan [2] - The government aims to replace 18.3 million vehicles under the old-for-new policy, with nearly 60% being new energy vehicles, and 192 million home appliances, with 90% being of first-level energy efficiency [2] - The continuation of the "national subsidy" policy is expected to support the recovery of domestic consumption, having previously activated latent demand in the automotive and home appliance industries [2][3] Group 2 - The ISM manufacturing index in the U.S. fell from 48.2 to 47.9 in December, marking the largest contraction since 2024, with 15 industries experiencing shrinkage [4] - The report indicates that new orders have contracted for four consecutive months, and employment numbers have decreased for 11 months, although the rate of decline has slowed [4] - High inflation and trade tensions are putting increasing pressure on U.S. manufacturing, leading to a decline in production willingness [4] Group 3 - Shanghai is accelerating the establishment of a low-altitude economy advanced manufacturing cluster, targeting a core industry scale of approximately 80 billion yuan by 2028 [5] - The recent measures provide clear quantitative goals and financial support for enterprises, indicating a systematic approach to developing the low-altitude economy [5][6] - The low-altitude economy is expected to create more opportunities in related industries as regional and supply chain collaborations become tighter [6] Group 4 - NVIDIA launched the new Rubin AI platform at CES, which significantly reduces the cost of inference token generation and the number of GPUs needed for training mixed expert models [7] - The platform represents a major advancement in AI chip technology, maintaining NVIDIA's competitive edge with annual updates [7][8] - NVIDIA's strategy includes strengthening its software ecosystem and providing new open-source models for applications in autonomous driving and robotics [8] Group 5 - Intel introduced its first 18A process PC chip, the Core Ultra3, which is expected to enhance local AI inference, graphics processing, and energy efficiency [9] - The 18A process represents Intel's highest level of semiconductor manufacturing technology, aimed at improving chip performance and power efficiency [9][10] - The launch of this chip is critical for Intel to demonstrate its technological capabilities and regain market position amid competitive pressures [10] Group 6 - Tesla has introduced a five-year interest-free car purchase plan for its Model 3 and Model Y vehicles in China, amid declining global sales [11] - The company faced an 8.6% year-over-year drop in global deliveries, marking the first time it was surpassed by BYD in electric vehicle sales [11][12] - Tesla's strategy appears to be shifting towards autonomous driving technology and robotics to explore new revenue growth avenues beyond vehicle sales [12] Group 7 - The China Securities Regulatory Commission (CSRC) is leading a multi-department initiative to combat financial fraud in the capital market, focusing on enhancing legal frameworks and company governance [13] - The initiative aims to create a comprehensive system to deter financial fraud and improve the overall integrity of the capital market [13][14] - Recent actions have seen several companies delisted due to financial fraud, highlighting the increased penalties and enforcement efforts [14] Group 8 - The stock market showed strong performance with the Shanghai Composite Index reaching a ten-year high, driven by significant trading volume and active market participation [15] - The market's upward trend is supported by favorable fiscal and monetary policies, alongside increased efforts to combat financial fraud [16] - The influx of external capital is primarily motivated by a fear of missing out on potential gains, indicating a bullish sentiment towards the A-share market [16]

当地时间1月6日，美股三大指数全线收涨，标普500指数收盘创历史新高，道指亦创新高并首次收于49000点之上。 芯片股普遍上涨，费城半导体指数创历史新高。大宗商品方面，黄金和白银现货、期货价格再度大涨，国际油价普遍下跌。 美股三大指数全线收涨 当地时间1月6日，美股全线走高。数据显示，截至收盘，道指涨0.99%、报49462.08点，标普500指数涨0.62%、报6944.82点，纳指涨0.65%、报23547.17 点。其中，道指、标普500指数均创历史收盘新高。 美国大型科技股涨跌不一，美国科技七巨头指数下跌0.28%。个股方面，特斯拉跌超4%，苹果跌近2%，谷歌母公司Alphabet-C跌0.87%，英伟达跌 0.45%，亚马逊涨超3%，微软涨逾1%，Meta涨0.28%。 消息面上，苹果首款智能眼镜将于2026年底发布，与Meta VisionPro"较量"；亚马逊计划为美国政府构建AI与超算系统，投资高达500亿美元；微软CEO纳 德拉亲自介入AI人才招聘，从OpenAI、谷歌挖角。 值得关注的是，桥水基金创始人达利欧日前在社交媒体发文称，推动华尔街科技股上涨的人工智能热潮，如今正处在泡沫的早期阶段 ...

2026年刚开年，全球资本市场就被特朗普狠狠搅了一锅粥。1月3日，美军直接出手抓捕委内瑞拉总统马 杜罗，消息一出，全球金融市场立刻风声鹤唳。 特朗普动手了，资本吓坏了 1月3日清晨，委内瑞拉首都加拉加斯局势骤变，美军突袭逮捕总统马杜罗的消息迅速登上全球头条。这 一突发事件不仅打破了拉美局势的脆弱平衡，也引爆了全球市场的警觉神经。 尽管美国白宫随后声称此次行动"仅针对毒品走私网络"，但特朗普在社交平台上却毫不掩饰其真实意 图,他公开表示，美国将"接管委内瑞拉关键能源资产"，为美国人民赢回"应得的石油资源"。 这番话一出口，市场就明白了：这是赤裸裸的资源争夺，特朗普此举，无疑是将地缘政治当成了经济救 急的工具。 从市场反应看，能源股和军工股短线受益明显，在美国采取军事行动的背景下，军工股同样走高。洛克 希德·马丁和通用动力股价上涨约3%，然而这种短期红利并不能掩盖整体市场的紧张情绪。 美股在消息发布后出现震荡，但随后在能源和金融股带动下收高，道琼斯指数上涨1.23%创下历史新 高。避险情绪同时升温，金价单日上涨近3%，白银涨幅显著，这可不是正常行情。 美股期货盘中剧烈震荡，黄金白银价格飙升，美元指数则一路下滑。眼 ...

Core Insights - The Qianhai Modern Service Industry has achieved a value-added of 146.03 billion yuan with a growth rate of 7.9% in the first three quarters of 2025, showcasing significant progress in institutional innovation and high-level openness [1] - The Qianhai Plan has seen 115 out of 271 key tasks implemented, indicating a strong momentum in reform and development [1] Group 1: Deepening Hong Kong-Shenzhen Integration - The Qianhai Plan designates Qianhai as a leading area for deep integration between Shenzhen and Hong Kong, enhancing cooperation [2] - From January to October 2025, over 80% of newly added foreign enterprises in Qianhai were from Hong Kong, marking an 83.8% year-on-year increase [2] - The Qianhai Youth Dream Factory has incubated 1,591 entrepreneurial teams, with a total financing amount of 6.8 billion yuan [2] Group 2: Reform and Opening-up Initiatives - Qianhai is characterized as a "testing ground" for reform and innovation, with a focus on a high-level open economy [4] - The implementation of a shorter negative list for the free trade zone has facilitated market access in finance, logistics, and professional services [4] - By October 2025, actual foreign investment in Qianhai reached 16.1 billion yuan, a 27.1% increase year-on-year, with 2,528 new foreign enterprises established [5] Group 3: Modern Service Industry Development - Qianhai has achieved a dual 80% development level in modern services, with both the service sector's contribution to GDP and modern services' share of the service sector reaching 80% [6] - By the end of 2025, the Qianhai International Financial City had attracted 508 financial institutions, including 371 from Hong Kong and foreign sources [6] - The Qianhai International Talent Port has welcomed seven new "international talent partners," enhancing its service offerings [6] Group 4: Technological and Innovative Advancements - As of September 2025, Qianhai has gathered 191 innovation carriers, including engineering centers and laboratories, with 103 national-level specialized "little giant" enterprises and 11 unicorn companies [7]

Group 1 - The article highlights the looming financial crisis predicted for 2026, with the U.S. debt nearing $40 trillion and Japan's debt expected to reach 235% of its GDP by year-end [1][3] - The global economic damage caused by uncontrollable factors since late 2019 has exacerbated debt accumulation issues in various countries, with Japan likely to be the first to face a crisis [3][5] - The Japanese government's current fiscal policies, particularly under Prime Minister Kishida, are criticized as detrimental to the economy, with reliance on deficit financing seen as a dangerous approach [5][15] Group 2 - The article discusses the adverse effects of Kishida's monetary policies, which contradict global central bank tightening, potentially leading to unsustainable debt levels for Japan [5][9] - Relations between Japan and China have deteriorated due to Kishida's provocative statements regarding Taiwan, which could have significant economic repercussions for Japan, given China's importance as a trading partner [9][10] - The economic impact of Kishida's policies is evident, with Japan's GDP contracting by 0.4% in the latest quarter, marking the first negative growth of the year, and further economic decline is anticipated [13][15]