这一亮相颇具反差感，官方此前披露的日程中其实并没有这场对话，而且此前多年，马斯克曾多次表示 达沃斯论坛"听起来无聊""必要性存疑"，他的此次参会也引发大量关注。 智通财经记者 吴遇利 当地时间1月22日，特斯拉CEO埃隆·马斯克突然现身瑞士达沃斯世界经济论坛，与贝莱德CEO拉里·芬克 展开对话。 机器人明年年底将向公众出售 作为AI技术落地的重要载体，人形机器人与自动驾驶成为对话焦点。马斯克明确了Optimus人形机器人 的商业化时间表："目前已有部分机器人在特斯拉工厂执行简单任务，今年年底能处理更复杂的工业任 务，明年年底将向公众出售。" "届时机器人应用场景会进一步扩充，你基本可以要求它做任何想做的事，比如照看孩子、宠物和年迈 的父母。"他表示。 在自动驾驶领域，马斯克直言"这是一个已解决的问题"。他透露，特斯拉已在部分城市推出Robotaxi业 务，今年年底前将在美国广泛推广；下个月，监督状态下的FSD（完全自动驾驶）有望在欧洲获得审 批，中国的审批进程也大致相近。 事实上，去年马斯克就曾在股东大会上透露，特斯拉已经在中国拿到部分批准，预计2026年2月或3月就 能全面过审。 值得一提的是，特斯拉FSD ...

投资咨询业务资格:证监详可【2012】31号 宏观金融数据日报 | | 国贸期货研究院 宏观金融研究中心 郑雨婷 | | 期货执业证号:F3074875; 投资咨询证号: Z0017779 | | | 2026/1/23 | | --- | --- | --- | --- | --- | --- | --- | | | 品种 | 收盘价 | 较前值变动(bp) | 品种 | 收盘价 | 较前值变动 (bp) | | | DRO01 | 1.42 | 9.59 | DR007 | 1.51 | 1.22 | | 提 | GC001 | 1.53 | -3.50 | GC007 | 1.56 | 0.50 | | 而 | SHBOR 3M | 1.60 | -0.20 | LPR 5年 | 3.50 | 0.00 | | 市 | 1年期国债 | 1.28 | 0.25 | 5年期国债 | 1.55 | 1.00 | | 场 | 10年期国债 | 1.84 | 0.65 | 10年期美债 | 4.26 | -4.00 | 回顾:央行昨日开展了2102亿元7天期逆回购操作,操作利率1.40%,投标 量2102亿元,中 ...

Core Views - The A-share market is experiencing a cooling trend, but the enthusiasm for buying has not completely faded, indicating that structural market characteristics will continue to be prominent [2][10] - Focus on structural opportunities, particularly in sectors with strong annual report growth forecasts, while being cautious of external variables such as geopolitical tensions and overseas tariff disputes [2][10] Market Overview - On Thursday, the three major indices of Shanghai and Shenzhen showed a fluctuating upward trend, with military stocks such as aerospace and shipbuilding experiencing significant gains, while insurance stocks adjusted [4][10] - The overall market sentiment remains active with a good profit-making effect, as the total trading volume reached 26,917 billion [5] Sector Analysis Military Industry - Military stocks, including aerospace and shipbuilding, have shown strong performance, with significant gains in previous years, such as a 25.27% increase in the second half of 2020 and a 25.46% increase in the first half of 2025 [6] - The military sector is expected to benefit from stable growth in defense budgets and geopolitical events that may catalyze demand [6] - Key areas for investment include aerospace, flight weapons, defense information technology, and military new materials, with a focus on companies with long-term performance support [6] Commercial Aerospace - The commercial aerospace sector has seen substantial growth, driven by policy support and increasing demand for satellite internet applications [7][8] - The industry is transitioning from technology validation to exploring sustainable business models, with a clear regulatory framework and financing support in place [7][8] - Investment opportunities include short-term focus on satellite internet constellation construction and long-term attention to technological breakthroughs in rocket recovery and satellite applications [8] Market Outlook for 2026 - The macroeconomic environment and monetary policy are crucial variables influencing A-share trends, with expectations of policy resonance from the "14th Five-Year Plan" and the U.S. midterm elections [3][9] - The stock demand is expected to be supported by the profit-making effect and low interest rates, with a continuous influx of medium to long-term funds into the market [3][9] - The supply side may see an increase in IPO issuance and refinancing, while the pace of large shareholder reductions may also increase [3][9]

每日市场观察 2026 年 1 月 23 日 【今日关注】 沪指早盘高开低走，午后震荡回升，三大指数集体翻红，沪指涨 0.14 %，深证成指涨 0.50%，创业板指涨 1.01%。行业板块多数收涨，航天 航空、采掘行业、船舶制造等板块涨幅居前，电子化学品、保险板块 跌幅居前。沪深京三市成交额超过 2.7 万亿，较周四放量近千亿。量 能保持在 2.5 万亿之上，总体上继续保持震荡格局。 以 CPO 为代表的科技板块持续活跃，周四龙头个股再度大涨。其实无 论是 CPO、PCB、半导体设备，还是脑机接口、存储芯片等细分领域， 均受益于新质生产力发展与政策红利加持，业绩增长确定性较强。资 金从高位题材股向硬科技核心标的集中，正是市场回归价值投资的体 现。价值投资标的并不仅限于传统的食品饮料等板块，与时俱进提高 市场认知，硬科技才是当下核心主线。 短线看，沪指已经持续 6 个交易日的窄幅震荡，其中不乏投资机遇。 与其纠结于大盘走势，不如紧扣硬科技这一中长线投资方向。从近一 年的市场表现看，以 CPO 为代表的科技板块持续活跃，穿越了市场震 荡，走势明显强于大盘。操作上，建议投资者保持理性，短期震荡不 改长期趋势，坚守核 ...

Macroeconomic News - The People's Bank of China (PBOC) Governor Pan Gongsheng stated that there is still room for interest rate cuts and reserve requirement ratio (RRR) reductions this year to maintain stable financial market operations [1][5] - The PBOC announced a 900 billion yuan MLF operation with a one-year term to ensure ample liquidity in the banking system [2][5] - The Chinese Ministry of Commerce responded to reports of Japan requiring additional documentation for rare earth imports, emphasizing China's commitment to international non-proliferation obligations [5] Company News - Beijing Chuanxue Company has booked over 20 space tourists and aims to achieve its first manned flight by 2028 [3][7] - Yushun released a clarification on its sales data, stating that the actual shipment of humanoid robots for the entire year of 2025 will exceed 5,500 units [3][10] - Xiaomi Group announced a share repurchase plan of up to 2.5 billion Hong Kong dollars, intending to cancel the repurchased shares [11] - Intel reported an adjusted earnings per share of $0.15 for Q4, slightly above the previous year's $0.13, but saw a post-market drop of over 10% [12][15] Global Market - U.S. stock indices closed higher, with the Dow Jones up 0.63%, Nasdaq up 0.91%, and S&P 500 up 0.55%, while technology stocks saw broad gains [12] - Gold and silver prices reached new highs, with gold exceeding $4,941 per ounce and silver surpassing $96.6 per ounce amid a weaker dollar [13]

Core Viewpoint - Blue Origin's "New Shepard" spacecraft successfully completed its latest crewed spaceflight, marking a significant milestone in commercial space tourism with a total of 98 individuals having experienced suborbital flight [1] Group 1: Flight Details - The "New Shepard" spacecraft launched on the 22nd at 10:26 AM Central Time, reaching an altitude of approximately 100 kilometers [1] - The flight lasted about 10 minutes, during which the spacecraft separated from the rocket and entered a few minutes of autonomous flight [1] - The spacecraft reached a maximum altitude of around 105 kilometers before safely returning to Earth with the help of a parachute deceleration system [1] Group 2: Flight Statistics - This flight represents the 38th overall flight of the "New Shepard" spacecraft and the 17th crewed flight [1] - A total of 98 people have been carried into space by the "New Shepard" spacecraft to experience suborbital flight [1]

格隆汇1月22日｜GE航天航空(GE.US)盘前涨超5%。消息面上，公司预计2026年调整后每股收益为7.10 至7.40美元，高于市场预期。 ...

中新社北京1月22日电 (记者 陈康亮)中国A股22日(周四)放量上涨，主要股指悉数飘红。板块方面，航 天航空板块在经历前期调整后，近期有所反弹，该板块22日涨幅居前，表现亮眼。 根据金融数据服务商东方财富的统计，航天航空板块当天上涨4.58%，领涨A股所有行业板块。个股方 面，当天该板块股票几乎全线上涨，三角防务、北摩高科、航发科技等多股股价收获涨停板；其中，三 角防务全天录得约20%的涨幅。 方正证券分析师李鲁靖表示，SpaceX在火箭可复用技术成熟度、商业化盈利上持续发挥优势，有利于 倒逼中国加速可复用火箭与卫星星座组网研发。在航天强国目标的引导下，中国商业航天已进入高速发 展阶段，利好相关上市公司。 就当天A股主要指数的表现而言，截至收盘，上证指数报4122点，涨幅为0.14%；深证成指报14327点， 涨幅为0.5%；创业板指报3328点，涨1.01%。沪深两市成交总额约26917亿元人民币，较上一个交易日 放量约910亿元人民币。(完) 消息面上，据媒体报道，美国企业家埃隆·马斯克旗下的太空探索技术公司(SpaceX)正在推进IPO(首次公 开发行股票)计划，拟于2026年中后期完成上市，融资规模 ...

Market Overview - On January 22, A-shares saw all three major indices close higher, with the Shanghai Composite Index up 0.14%, the Shenzhen Component Index up 0.5%, and the ChiNext Index up 1.01% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.72 trillion yuan, an increase of 927 billion yuan compared to the previous day, marking the 14th consecutive trading day above 2.5 trillion yuan [1] Index Performance - The Shanghai Composite Index closed at 4122.58, the Shenzhen Component Index at 14327.05, and the ChiNext Index at 1865.34, with respective changes of +5.64 (+0.14%), +71.92 (+0.50%), and +2.66 (+0.14%) [2] - The total A-share market index (Wande All A) was at 6827.05, up by 29.70 (+0.44%) [2] Sector Performance - The market experienced rapid rotation of hotspots, with over 3500 stocks rising and more than 90 stocks hitting the daily limit [3] - The commercial aerospace sector saw significant gains, with nearly twenty constituent stocks hitting the daily limit, including Jili Suojue and Shunhao Co., which both achieved consecutive limit-ups [3] - The oil and gas sector continued its strong performance, with Intercontinental Oil and Gas achieving consecutive limit-ups [3] Declining Sectors - The insurance, semiconductor, and pharmaceutical sectors faced the largest declines, with the semiconductor sector experiencing a net outflow of over 12.2 billion yuan [4] - Notable declines included stocks like Lio Co. and Changdian Technology, which fell by 10.04% and 6.10%, respectively [5] Notable Stocks - The commercial aerospace sector's resurgence was attributed to favorable domestic and international industry catalysts, including updates from several companies regarding their IPO progress [10] - The controlled nuclear fusion concept stocks also saw a collective rise, with Zhejiang Fu Holdings experiencing a significant surge after signing a cooperation agreement for core component development [11] Hong Kong Market - In the Hong Kong market, new consumption stocks and technology stocks saw gains, with Pop Mart rising by 6% and Baidu increasing by over 3% [13]

| | SALES AND THE SEARTH AND THE STATE | | | | --- | --- | --- | --- | | 通信设备 | 1.14 | 44.54亿元 | 中际旭创 | | 航天航空 | 4.58 | 30.32亿元 | 三角防务 | | 电子元件 | 1.39 | 21.67亿元 | 鹏鼎控股 | | 通用设备 | 1.05 | 21.26亿元 | 雪人集团 | | 光伏设备 | 2.61 | 14.79亿元 | 国晟科技 | | 煤炭行业 | 2.48 | 11.08亿元 | 大有能源 | | 玻璃玻纤 | 3.33 | 8.85亿元 | 九鼎新材 | | --- | --- | --- | --- | | 船舶制造 | 4.24 | 8.75亿元 | 中国船舶 | | 非金属材料 | 0.82 | 8.74亿元 | 沃尔核材 | | 互联网服务 | 1.4 | 8.68亿元 | 润泽科技 | | *数据仅供参考，不构成投资建议 | | | | 据交易所数据显示，截至1月22日午后一小时，大盘主力资金净流出298.41亿元。主力资金流入前十大板块分别为： 通信设备（4 ...