星星科技（300256.SZ）1月15日在投资者互动平台表示，公司目前暂无多腔模具研发应用于AI眼镜领 域。 （记者 张明双） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司，研发投入项目多腔模具研发，是否应用 于Ai眼镜？客户有哪些？谢谢！ ...

证券日报网1月15日讯，鹏鼎控股（002938）在接受调研者提问时表示，面对科技创新的快速迭代和产 业变革，公司始终坚持以研发驱动发展，持续加大技术投入。2024年，公司研发投入达到23.24亿元人 民币，占营业收入比例为6.61%；2025年上半年，公司研发投入达10.72亿元，占营业收入比例为 6.55%。公司以"满足客户需求、超越客户期望、引领行业技术"为研发核心目标，不断优化技术平台布 局，聚焦关键技术突破和创新能力提升。通过与客户深度协作及联合开发，为客户量身打造多元化解决 方案，并以严格的产品验证体系为依托，加速推动研发成果的市场化落地，全面抢占技术制高点。目前 公司已构建覆盖AI手机、AIPC、AI眼镜等AI端侧消费品的全场景产品矩阵，并已成为全球AI端侧产品 供应链中不可或缺的力量。同时，公司积极利用ONEAVARY产品平台，加快了在AI服务器、光模块、 交换机、人形机器人、新能源汽车等领域的全链条布局，全面推动AI产业的纵深发展。 ...

公告称，集团将全力配合网路安全顾问调查该事件。集团将继续加强资讯系统安全措施，致力保护其数 据安全，以防日后发生同类事件。 在发现该事件后，集团立即采取行动查明情况及数据安全泄漏程度。集团已展开彻底调查，并将委聘一 家网路安全顾问公司以(其中包括)评估未经授权访问及数据泄漏的程度;该事件的根本原因;以及全面审 查集团系统及伺服器的安全性。于本公告日期，上述调查仍在进行中，尚未能确定未经授权访问的程 度;集团的任何其他数据或资讯是否有任何外泄;以及其泄漏的程度及内容(如有)。待调查完成后，集团 会根据有关结果采取适当的进一步行动。 智通财经APP讯，巨腾国际(03336)公布，于2026年1月14日，该集团发现"暗网"(即地下论坛)页面上发 布的一篇帖文，声称集团部分笔记本电脑遭网络攻击，导致(其中包括)集团相关客户名称、相关项目、 相关客户及供应商联系方式以及相关产品资讯可供出售。 ...

证券日报网1月15日讯，鹏鼎控股（002938）在接受调研者提问时表示，AI眼镜和人形机器人是公司非 常看好的极具增长潜力的产品。目前公司是市场主流AI眼镜客户主要供应商，因AI眼镜对轻量化及时 尚性要求比较高，从轻量化和时尚化的角度来看，AI眼镜的普及将显著提升对高端PCB产品的需求。在 人形机器人领域，公司与头部客户就PCB产品的应用场景与产品开发展开了深入合作，目前电路板相关 产品已有供货。 ...

证券日报网1月15日讯 ，鹏鼎控股在接受调研者提问时表示，公司将数字化转型作为企业发展的重要战 略，目前公司深圳工厂持续达到智能制造能力成熟度模型四级标准。与此同时，公司各厂区以分阶段、 分层次的科学策略导入智能管理，截至目前，已有多座新厂成功融入智能管理体系，同时旧厂也逐步进 行智能化升级改造。在导入智能管理后，产品的良品率和生产效率都得到了提升，不仅在公司的降本增 效、提升产品品质上取得初步成果，也让公司的运营管理更加科学高效。 （编辑 丛可心） ...

智通财经APP获悉，香港联交所最新数据显示，1月9日，瑞银集团增持蓝思科技(06613)107.24万股，每 股作价29.2413港元，总金额约为3135.84万港元。增持后最新持股数目约为4010.27万股，最新持股比例 为13.3%。 ...

瑞声科技(02018)发布公告，于2026年1月15日，该公司斥资1185.22万港元回购30万股股份，每股回购价 格为38.98-40港元。 ...

Market Overview - The Hong Kong stock market experienced a pullback, with the Hang Seng Index closing down 0.28% at 26,923.62 points, and a total trading volume of 290.45 billion HKD [1] - The Hang Seng Tech Index fell by 1.35%, closing at 5,828.35 points, indicating a challenging environment for tech stocks [1] Blue-Chip Stocks Performance - Ctrip Group-S (09961) led the decline among blue-chip stocks, dropping 19.23% to 460 HKD, influenced by an antitrust investigation by the market regulator [2] - BYD Electronics (00285) rose by 3.26%, contributing 1.41 points to the Hang Seng Index, while China Life (02628) fell by 2.87%, detracting 11.17 points from the index [2] Sector Highlights - The technology sector showed mixed results, with Alibaba's stock declining by 2.6% following the launch of its Q&A app, while Baidu gained 0.76% [3] - TSMC announced a significant increase in capital expenditure, projected to reach 56 billion USD in 2026, a 37% increase from 2025, which is expected to benefit the semiconductor industry [4] - The real estate sector saw strong performance, with Vanke Enterprises (02202) rising by 6.85% amid upcoming debt meetings [4] Nickel and Lithium Battery Stocks - Nickel stocks performed well, with LME nickel prices rising by 6.73% to 18,785 USD/ton, driven by potential production quota adjustments in Indonesia [5][6] - Lithium battery stocks also saw gains, with Ganfeng Lithium (01772) increasing by 7.66% as the industry anticipates price increases due to new export tax policies [6] Notable Stock Movements - Dongyao Pharmaceutical-B (01875) surged by 67.6% after a voluntary takeover offer was announced, significantly above its previous closing price [7] - Zhizhu (02513) climbed 11.57% following the announcement of a new AI model in collaboration with Huawei [8] - Jinju Group (02009) issued a profit warning, predicting a net loss of 900 to 1,200 million CNY for 2025, leading to a 6.9% drop in its stock price [9]

Core Viewpoint - The company, Xingsen Technology, emphasizes its capabilities in CoWoP packaging technology and products, targeting high-speed server architecture as a primary application area [1] Group 1 - The company possesses technology and products related to CoWoP packaging [1] - The main application areas for the company's technology include high-speed server architecture [1] - The company places a high priority on the research and development of new products, technologies, and processes [1]

Group 1 - Lixun Precision's stock rose by 5.08% to 56.30 CNY per share, with a trading volume of 10.559 billion CNY and a turnover rate of 2.64%, resulting in a total market capitalization of 410.192 billion CNY [1] - The company, founded on May 24, 2004, and listed on September 15, 2010, specializes in the research, production, and sales of connectors, primarily used in 3C (computer, communication, consumer electronics), automotive, and communication equipment sectors [1] - The revenue composition of Lixun Precision includes 78.55% from consumer electronics, 8.91% from communication interconnect products and precision components, 6.95% from automotive interconnect products and precision components, 3.93% from computer interconnect products and precision components, and 1.65% from other connectors and businesses [1] Group 2 - The Hive Fund has one fund heavily invested in Lixun Precision, specifically the Hive Advanced Manufacturing Mixed Initiation A (019006), which held 7,100 shares, accounting for 2.58% of the fund's net value, making it the fourth-largest holding [2] - The Hive Advanced Manufacturing Mixed Initiation A fund was established on August 16, 2023, with a latest scale of 16.7123 million CNY, reporting a year-to-date loss of 0.87% and a one-year return of 37.7% [2] - The fund's performance ranks 8,688 out of 8,840 in its category year-to-date and 3,290 out of 8,094 over the past year, with a cumulative return of 31.75% since inception [2] Group 3 - The fund managers of the Hive Advanced Manufacturing Mixed Initiation A are Wu Qiong and Sun Ke, with Wu having a tenure of 2 years and 154 days, achieving a best return of 34.97% and a worst return of 33.69% during his tenure [3] - Sun has a tenure of 1 year and 7 days, with a best return of 43.16% and a worst return of 42.6%, managing a total fund asset of 17.7827 million CNY [3]