中国发展网讯 朱芳敏 记者龚成钰报道 1月28日，防城港市人民政府新闻办公室举行"重大项目突破 年"行动成效新闻发布会。市发展和改革委员会主任韩凯介绍，2025年，防城港市深入实施"项目为 王"理念，项目建设取得关键突破。全年共有92个总投资5000万元以上项目开工，65个项目建成投产， 开工量与竣工量同比分别增长22.67%和51.16%，实现"双增势"。其中，民间投资增速达103.1%，位居 广西壮族自治区榜首。 在推动传统产业升级的同时，防城港市积极培育新质生产力。全市累计建成智能工厂26家，并成功培育 首家"卓越级智能工厂"。全国首个氧化铝AI大模型、全区首个"人工智能+海上风电"应用场景相继落 地。此外，商业航天、AI医疗等新兴领域的项目也已布局并初见成效。 强化民生保障与夯实发展基础并举 在推进产业项目的同时，一批民生基础设施项目同步加快。上峒高速、G219峒中至东兴段公路已建成 通车。在土地征收过程中，通过落实被征地农民养老保险补贴、解决历史拖欠补偿款等方式，切实保障 群众利益，并创新运用数字化平台提升征迁工作透明度和效率。 韩凯表示，2026年防城港市将继续抓实项目谋划储备，优化全周期服务保障 ...

Group 1 - The core viewpoint of the article highlights that China Aerospace Science and Technology Corporation plans to initiate the "Tiangong Kaiwu" major project during the 14th Five-Year Plan period, focusing on the development of a comprehensive experimental system for space resource exploitation and ground support systems [1] - The project will emphasize breakthroughs in key technologies such as small celestial body resource exploration, intelligent autonomous mining, low-cost transfer and transportation, and in-orbit processing [1]

经济观察网商业航天概念震荡拉升，航天科技（000901）直线涨停，航天科技、巨力索具（002342）、 中国卫星（600118）、航天机电（600151）、航天工程（603698）跟涨。 ...

鱼羊 发自 凹非寺 量子位 | 公众号 QbitAI 让特斯拉转型成「机器人」公司，马斯克来真的了： 在最新财报电话会议上，马斯克宣布，特斯拉将在2026年第二季度 停产豪华车型Model S和Model X 。 现在是时候让Model S和Model X体面地退出舞台了，因为我们正在迈向一个以自动驾驶为基础的未来。 擎天柱官推则更为明确地放出了这样一个视频，配文： Model S和X将通过我继续存在。 马斯克透露，在把特斯拉加州弗里蒙特工厂的Model S/X生产线改造成擎天柱生产线后，其机器人的产量将达到 每年一百万台 。 特斯拉「情怀」车型走向终结 Model S/X的退役，倒也不是无迹可寻。 毕竟马斯克2019年就说过，这两款分别诞生于2012年和2015年的车型纯粹是因为"情感原因"才被继续生产的。 数据很直接：在过去几年里，特斯拉每年能卖出差不多170万辆车，其中Model S/X也就占几个百分点，并且销量还在持续下降。 目的很明确，就是要给特斯拉机器人擎天柱 （Optimus） 让出生产线。 财报显示，特斯拉第四季度净利润为8.40亿美元，较上年同期下降了61%。 | ($ in million ...

券 2026 年 1 月 29 日星期四 【实时热点】 【美国债市】 资料来源：BLOOMBERG、AASTOCKS、WIND、格隆汇、国元证券经纪（香港）整理 请务必阅读免责条款 1 证 【新股资讯】 研 究 报 告 美联储如期按兵不动，沃勒加入支持降息阵营 加拿大央行维持 2.25%利率不变 印度将立即大幅削减欧洲汽车关税至 30%至 35% 深圳五部门：全面优化 2026-2028 年消费环境 全国人口家庭发展工作会议：持续优化生育支持政策和激励 措施 央企 2025"成绩单"：资产超 95 万亿、利润 2.5 万亿 国家能源局：2025 年底全国发电装机达 38.9 亿千瓦，同比 增长 16.1% 多家房企称已不被要求上报三道红线 特斯拉 Q4 盈利超预期，停产 ModelS/X 产线转造人形机器 人 SpaceX 拟 6 月 IPO，估值 1.5 万亿美元 2 年期美债收益率持平报 3.596% 5 年期美债收益率涨 25.37 个基点报 3.823% 10 年期美债收益率跌 0.2 个基点报 4.239% | 序号 | 招股日 | 代码 | 简称 | | --- | --- | --- | --- ...

当地时间1月28日，据媒体援引知情人士称，马斯克正计划将SpaceX的IPO时间安排在6月中旬——正值 罕见的行星连珠现象与他的生日期间。SpaceX计划融资规模高达500亿美元，估值约1.5万亿美元，将打 破沙特阿美2019年创下的290亿美元IPO纪录。有分析称，SpaceX公司将IPO日期放在6月份的原因之 一，或许就是马斯克的生日在6月28日，这在一定程度上凸显了马斯克对SpaceX公司的个人影响。另据 知情人士透露，该公司瞄准6月中旬上市，届时木星和金星将出现三年多来首次近距离相合。 点评：SpaceX拟于六月启动巨额IPO，潜在估值创历史新高，将引发全球资本市场高度关注。 NO.3Meta第四季度营收同比增24%，盘后一度涨超11% Meta周三盘后公布财报显示，公司第四季度营收598.9亿美元，同比增长24%，预估584.2亿美元；第四 季度广告收入581.4亿美元，同比增长24%，预估567.9亿美元；第四季度每股收益8.88美元，上年同期 8.02美元；第四季度经营利润247.5亿美元，同比增长5.9%。Meta称全年资本支出将达1150亿美元至 1350亿美元，超过分析师平均预期的1106 ...

早盘提示 Morning session notice 鉴于美国连续的错误政策，全球经济已越过顶部区域，开始向下运行。 重要事项: 研究员： 于军礼 从业资格： F0247894 交易咨询资格：Z0000112 联系方式：yujunli@greendh.com | 板块 | 品种 多（空） | | | --- | --- | --- | | | | 【重要资讯】 | | | | 1、达利欧发文警告美国正处于"债务大周期"中"现有秩序崩溃"（第六阶段） | | | | 的边缘。在贫富差距悬殊、债务膨胀及真相丧失的背景下，美国已成"火药桶"。 | | | | 达利欧直言"当有疑问时，离开"，警示投资者注意资本管制风险。 | | | | 2、特朗普暗示他可以操纵美元汇率，称"可以让它像溜溜球一样上下波动"，但 | | | | 认为这么做并非好事，还批评日本一直让货币贬值。在市场猜测美日可能联合干预 | | | | 汇市后，日元最近三个交易日累涨 4%。 | | | | 3、高盛表示，纽约联储代表美国财政部进行的美元兑日元汇率询价，向市场传递 | | | | 了强烈信号，显示美国政府对汇率水平的关注程度超过此前。高盛 ...

Core Viewpoint - The establishment of the Interstellar Navigation College at the University of Chinese Academy of Sciences marks a significant step in talent cultivation for interstellar exploration, aiming to develop interdisciplinary talents with both scientific and engineering perspectives [1][4]. Group 1: College Establishment and Curriculum - The Interstellar Navigation College will offer over 100 courses, including 22 new core courses focused on cutting-edge topics such as interstellar propulsion and planetary dynamics [6]. - The college's primary discipline is aerospace science and technology, with a focus on areas like spacecraft design and propulsion engineering [6][7]. - The college aims to serve as an innovation hub and talent cultivation base for the long-term development of interstellar navigation in China [7]. Group 2: Research and Technological Significance - The research into interstellar navigation is increasingly important due to rapid advancements in space technology, which are bringing interstellar travel closer to reality [4]. - The next 10 to 20 years are identified as a critical window for breakthroughs in interstellar navigation, which will reshape deep space exploration and impact national competitiveness [4]. Group 3: Challenges and Future Directions - Key challenges for interstellar travel include propulsion technology, fuel efficiency, and long-term life support systems for humans in space [8][9]. - Future plans include launching a series of scientific satellites to explore fundamental questions about the universe, with China aiming to lead in addressing these space science issues [9][10]. - The development of Hall thrusters is highlighted as a crucial technology for deep space exploration, with ongoing advancements expected to enhance their application in future missions [10].

Group 1 - The fifth ASEAN International Rail Transit Summit will be held in Malaysia from January 29 to 30, 2026 [1] - Keda Manufacturing plans to acquire 51.55% of Tefu International, with its A-share stock resuming trading on January 29, 2026 [1] - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the importance of artificial intelligence (AI) as a driving force for technological revolution and industrial transformation [1] Group 2 - Hong Kong's residential prices recorded their first annual growth in four years, with a 3.25% increase in the private residential price index in 2025 [2] - The National Energy Administration reported that by the end of 2025, the total installed power generation capacity reached 3.89 billion kilowatts, a 16.1% year-on-year increase [2] - The State-owned Assets Supervision and Administration Commission is drafting a document to promote the cultivation of emerging pillar industries by central enterprises [2] Group 3 - Shenzhen is promoting the integration of AI in the home furnishing industry, aiming to create a comprehensive smart home ecosystem [3] - Dongwu Securities predicts that the market size for embodied intelligence could reach 632.8 billion yuan by 2027 [3] Group 4 - Google Cloud announced a price increase for global data transmission services starting May 2026, with North American rates expected to double [4] - The price adjustment reflects the rising demand for AI computing power and increasing costs in hardware and energy [4] Group 5 - SpaceX plans to conduct the first flight test of the third-generation Starship in six weeks, marking a significant milestone in the commercial space industry [5] - The Chinese commercial space market is expected to exceed 2.5 trillion yuan this year due to technological breakthroughs and rapid growth [5] Group 6 - ASML reported a net sales of 32.7 billion euros for 2025, with a net profit of 9.6 billion euros and a gross margin of 52.8% [6] - Industrial Fulian expects a net profit of 35.1 billion to 35.7 billion yuan for 2025, a year-on-year increase of 51% to 54% [6] - High Measurement Co. is expanding its supply of ultra-thin silicon wafers, responding to demand from leading battery customers [6] Group 7 - Suzhou Keda's subsidiary Haizhou Intelligent plans to raise prices for certain products by 10% to 30%, effective March 1, 2026 [7] Group 8 - Hunan Baiyin expects a net profit of approximately 285 million to 385 million yuan for 2025, a year-on-year increase of 67.88% to 126.78% [8] - Xiaocheng Technology anticipates a net profit of 90 million to 130 million yuan for 2025, a year-on-year increase of 93.32% to 179.24% [8] - Mingyang Smart expects a net profit of 800 million to 1 billion yuan for 2025, a year-on-year increase of 131.14% to 188.92% [8] Group 9 - The largest domestic gold ETF has surpassed 120 billion yuan in scale, driven by a surge in gold prices [10] - The total net subscription amount for gold-related ETFs reached 28.91 billion yuan as of January 27 [10] Group 10 - Four ETFs tracking the CSI 300 index achieved record trading volumes, with Huatai-PB CSI 300 ETF reaching 40.1 billion yuan [11] - The total trading volume for these four ETFs reached 116.5 billion yuan [11] Group 11 - LiuGong is increasing overseas investments, with new subsidiaries in Nigeria, Italy, and Peru, contributing to a revenue growth of over 10% [13] - The company aims to double sales revenue from electric products by 2026 [13] Group 12 - Hailide is transitioning from traditional manufacturing to technology-driven manufacturing, focusing on high-performance fibers for various applications [14] - The company is expanding its production capacity in Vietnam to meet global demand [15]

Robinhood Markets (HOOD), the upstart stock-trading app, is seeking a prime role in SpaceX's (SPACE) long-awaited initial public offering, according to a media report on Wednesday. The company, known for gamifying stock trading, is vying with several Wall Street banks to grab ...