一、上周行情回顾——指数搭台个股唱戏 上周（2026年1月19日-23日）大盘权重指数表现相对疲软，而微盘股、中证500、中证1000指数则涨幅居前 。市场风格偏向"重个股、轻指数" 。 | 热点口潮 加自洗 均线 窗 预测 > | | | 一证指数 000001 | | 5握全 加自选 均线 窗 ◆ | | | 微盘股 883418 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ◎ ◎ 品 品 用 | | 4136.16 | +13.58 | | ◎ 曲 き 冊 日 母 日 | | 2249.569 | | +14.524 | +0.65 | | | | 2 大盘K线区间统计 | | × | 2249 569- | | 8 大盘K线区间统计 | | | × | | | 起始时间: | 2026-01-19 | | 周期个数: | 2200 | 2169 | 起始时间: | 2026-01-19 | P | 周期个数: | | | 终止时间: | 2026-01-23 | | 5个 | | | 终止时间： ...

FAST IE 4.97 2 CARTY 0 R 1 The 0 11 1 美国人民政治协商会议 4 / 3 / 991 The Base "十五五"时期是北京率先基本实现社会主义现代化的关键阶段，智慧城市建设已迈入深度融合阶段，其中，智慧政务、智慧交通、智慧能源、智慧医疗等场 景深度嵌入城市肌理，成为首都高质量发展的核心引擎。 es Net n a c tion of r - 142 以下为北京商报记者对话齐向东采访实录： Q：创新链、产业链、资金链、人才链是城市建设的关键，您认为在创新链中，要抓住哪些重点？ A：近年来，现代化首都都市圈建设成效显著，然而政策协同"衔接难"、融资壁垒"打破难"、成果"转化难"、人才"扎根难"仍制约着都市圈的高质量发展。 产业链、资金链、创新链、人才链深度协同，是构建现代化都市圈的"金钥匙"。 我认为，补强"四链"的题眼是创新链，它能将产业链、资金链、人才链串联成网。如果创新链的转化环节抓不好，会导致成果落地出现梗阻，很多优质科研 成果只能躺在实验室里没有用武之地。这不仅会削弱资金赋能创新的成效，也难以让产业链、人才链高效聚集。 1月25日，在政协北京市第十四届委员会第四次会 ...

1月22日，苏丹通讯社报道，苏丹数字转型与通信部宣布成立苏丹网络安全局。该部表示，这是在苏丹 构建国家网络全面安全体系的关键一步，标志着苏丹网络安全机构治理模式的转变。苏丹政府将通过统 一政策、明确职责、加强对数字基础设施和重要服务的保护，实现政策的统一和职能的整合。 ...

Core Insights - McKinsey's report identifies 18 industry sectors likely to reshape the global business landscape, predicting revenues of $29 trillion to $48 trillion by 2040, contributing 18-34% to global GDP growth [2] E-commerce - By 2040, e-commerce's share of global retail revenue is expected to rise to 27%-38%, up from approximately 20% currently [3] - Growth drivers include market expansion in developing countries and new product categories in developed nations, such as healthcare and emotionally valuable products [4] - Significant investments are anticipated in customer acquisition and last-mile delivery across e-commerce platforms [5] Electric Vehicles - Electric vehicles (EVs) are projected to exceed 50% of global passenger car sales by 2040 [6] - Breakthroughs in battery technology and smart algorithms will significantly influence this sector, prompting increased R&D investments from both EV manufacturers and traditional automakers [7] Cloud Services - The demand for higher storage and computing capabilities is driven by a more interconnected world and the need for AI products requiring substantial computational power [9] - The cloud services industry experienced a 17% compound annual growth rate (CAGR) from 2005 to 2020, with similar growth expected in the coming decades [10] Semiconductors - The semiconductor industry is essential for the digital world, with demand from computing, data storage, automotive, communication, and industrial electronics driving growth [11] - A sustained CAGR of 6%-8% is forecasted for the semiconductor sector over the next decade [11] AI Software Services - The rapid development of AI has led to its classification as a distinct sector, with increasing usage of AI assistants [12] - Companies in the AI space are engaged in a competitive race to develop advanced foundational models and applications [13] Digital Advertising - Digital advertising, through search, social media, and media services, is expanding in value as internet usage among the middle class increases [14] - Continuous algorithm improvements enhance platforms' abilities to target customers and track advertising costs, although competition for user attention necessitates increased investment in engaging content [15] Streaming Video - Investment in customer acquisition and content production is rising, prompting streaming platforms to seek new revenue models [17] - Developing countries may provide incremental growth in subscription and advertising revenue for streaming services, with projections indicating over 1 billion households subscribing to long-form video services by 2040 [18] Shared Autonomous Vehicles - The advent of autonomous driving technology may reduce the necessity for personal vehicle ownership [19] - By 2040, shared autonomous vehicles could account for 25%-51% of shared mobility revenue [20] Space Economy - The world is on the brink of entering a space economy era, with advancements in reusable rocket technology changing the aerospace industry [21][22] Cybersecurity - Cybercrime caused approximately $950 billion in direct economic losses in 2020, with indirect losses potentially reaching $4-6 trillion [24] - Increasing awareness of cybersecurity has led companies to enhance their investments in this area [25] Batteries - Significant advancements in battery technology have tripled energy density over the past few decades [26] - The global energy transition is driving demand for batteries, particularly from electric vehicles, energy storage, and consumer electronics, with EVs expected to comprise over 80% of the battery market by 2040 [28] Video Games - By 2030, an estimated 40% of the global population may become video game players [30] - New gaming models, such as mobile and cloud gaming, are accelerating market growth, with free-to-play games generating substantial revenue [32] Robotics - The integration of AI with robotics is creating significant expectations for humanoid robots as "ultimate intelligent agents" [33] Industrial and Consumer Biotechnology - Breakthroughs in gene editing and other technologies are accelerating the application of biotechnology in agriculture, alternative proteins, consumer products, and bio-materials [37] Modular Construction - Modular construction methods, which involve prefabricating building components for on-site assembly, can significantly enhance construction efficiency [38] Nuclear Fission Power - The development of safer, smaller modular reactors presents opportunities to supplement renewable energy sources [39] Air Traffic - Electric vertical takeoff and landing vehicles and delivery drones are expected to drive significant technological changes in air traffic [41] Obesity Treatment Drugs - The prevalence of obesity is projected to rise from 15% in 2020 to 24% by 2035, indicating a potential market for effective weight loss products [43]

转自：北京青年报客户端 责任编辑：姜泽菲(EK010) 1月24日，北京市政协十四届四次会议正式开幕。 "创新是引领发展的第一动力，补强'四链'的题眼是创新链，它能将产业链、资金链、人才链串联成网。"齐向东 表示，可以围绕"技产融合"打造创新链，畅通科技成果转化通道。建议搭建京津冀特色产业智能创新平台，归集 企业技术需求、高校科研成果等数据，促进创新资源精准匹配，形成"产业需求找专家、创新成果找企业"的良性 循环。强化中试平台"托举力"，对向中小科创企业开放工艺验证、小批量试制、设备使用等公共服务的中试平台 加大补贴力度，降低企业创新和平台运营成本，破解"用不起"难题；推行中试平台"一站式服务"，简化设备预 约、流程对接手续，解决"用不顺"问题。 文/北京青年报记者 董鑫 摄影/北京青年报记者 刘畅 编辑/汪浩舟 "现代化首都都市圈是京津冀世界级城市群的核心支撑，产业链、资金链、创新链、人才链'四链'融合是撬动都市 圈高质量发展的'金钥匙'。"来自科技界别的市政协委员、奇安信集团董事长齐向东对现代化首都都市圈的构建提 出多项建议。 《中共北京市委关于制定北京市国民经济和社会发展第十五个五年规划的建议》中明确提 ...

#关注2026北京两会#【北京两会直播间 | 市政协委员齐向东：AI赋能智慧城市，打造网络安全"北京样 板"】1月24日，来自科技界别的市政协委员、奇安信集团董事长齐向东做客北京青年报两会直播间。齐 向东表示，"十五五"时期，北京智慧城市将迈入深度融合、全面赋能的新阶段，建议以AI为核心驱动 力，打造网络安全的"北京模式、北京标准、北京样板"。文/北京青年报记者 董鑫摄影/北京青年报记者 刘畅视频编辑/北京青年报记者 董鑫(ly) ...

转自：前瞻产业研究院 以下数据及分析来自于前瞻产业研究院防火墙研究小组发布的《中国防火墙行业市场前瞻与投资战略规 划分析报告》。 行业主要公司：深信服(300454.SZ);天融信(002212.SZ);山石网科(688030.SH);迪普科技(300768.SZ);锐捷 网络(301165.SZ);启明星辰(002439.SZ);奇安信(688561.SH);绿盟科技(300369.SZ)等 本文核心数据：防火墙行业上市公司汇总;业务布局;业绩对比;业务规划。 1、防火墙行业上市公司汇总 防火墙是网络安全体系的核心基石，是政企及个人网络安全的"第一道防线"。目前，我国防火墙行业上 市公司主要分布在产业链上游。位于产业链上游的上市公司为龙芯中科(688047.SH)、中科曙光 (603019.SH)等;位于产业链中游防火墙产品的上市企业是深信服(300454.SZ)、天融信(002212.SZ)、山石 网科(688030.SH)、迪普科技(300768.SZ)、锐捷网络(301165.SZ)、启明星辰(002439.SZ)、奇安信 (688561.SH)、绿盟科技(300369.SZ)。 | 产业链环节 | ...

五大评级上调个股 五大评级下调个股 五大首次覆盖评级个股 1. 梅利厄斯研究将达登餐饮（DRI）的评级从 "持有" 上调至 "买入"，目标价从 240 美元上调至 265 美元。该机构表示，达登餐饮坚持价值导向的运营策略，正为其带来稳定的客流量与持续的市场 份额增长。瑞穗证券同时将达登餐饮的评级从 "中性" 上调至 "跑赢大盘"，目标价从 195 美元上 调至 235 美元。 2. 摩根大通将宝洁公司（PG）的评级从 "中性" 上调至 "增持"，目标价从 157 美元上调至 165 美 元。该机构在研报中向投资者指出，宝洁有望在中期加速内生性销售增长，并进一步提升利润 率。 3. 加拿大皇家银行资本市场旗下考恩公司将飞塔信息（FTNT）的评级从 "持有" 上调至 "买入"，目 标价维持 100 美元不变。该机构称，对飞塔信息的渠道调研显示，公司在 2026 财年整体运营将保 持稳定。 4. 德意志银行将应用材料公司（AMAT）的评级从 "持有" 上调至 "买入"，目标价从 275 美元大幅上 调至 390 美元。该机构上调了对应用材料的业绩预期，以此反映 2026 至 2027 年晶圆制造设备行 业将迎来 " ...

（编辑 丛可心） 证券日报网讯 1月23日，电科网安发布公告称，公司预计2025年度归属于上市公司股东的净利润为盈利 5，000.00万元–6，500.00万元，比上年同期下降58.90%–68.38%，上年同期盈利15，815.06万元。 ...

证券日报网讯1月23日，安恒信息在互动平台回答投资者提问时表示，公司深度聚焦人工智能大模型技 术的安全应用与风险防控，解决AI自身安全问题。大模型风险评估系统(智鉴)在政府、高校、科技企业 等关键领域成功落地多个标杆项目，成为行业安全测评的核心参考工具。语料数据安全防护方案(智盾) 不断完善技术矩阵，通过智能脱敏、权限隔离等功能构建全流程防护体系，为金融、能源等行业提供了 高可靠的语料安全保障。大模型安全顺应用户需求，核心产品力显著提升，通过"敏感词匹配+语义分 析+AI推理"三重防线，实现对提示词注入、模型越狱等攻击的精准拦截，响应速度提升50%，误报率下 降至1%以下。未来，大模型安全防护业务将以"全生命周期防护+合规适配"为核心，持续提升产品在模 型供应链安全、内容风险防护等领域的能力，推动客户续费率进一步攀升。同时，深化AI与安全的融 合应用，在动态对抗训练、智能风险预测等方向突破，构建"防护—检测—响应—优化"的智能安全闭 环，引领大模型安全生态发展。 ...