苹果AI选择谷歌Gemini | 图源：AIG 作者／ IT时报 贾天荣 编辑／ 郝俊慧 孙妍 1月13日，苹果与谷歌共同宣布达成一项多年协议，苹果将在其下一代基础模型中采用谷歌Gemini技术，驱动包括即将推出的新版Siri在内的多项AI功能。 路透社评价称，这是谷歌取得的一场"重大胜利"。此前，谷歌的AI技术已为三星GalaxyAI提供支持，而此次与苹果的合作，意味着其技术将进入一个覆盖 超20亿台活跃设备的巨大市场。 苹果在声明中强调："经过仔细评估，我们认为谷歌的AI技术能为苹果基础模型提供最强的底层支持。" 目前，这笔协议的财务细节尚未披露。但资本市场反应迅速。消息公布后，谷歌母公司Alphabet收涨超1%，连续三日创历史新高，市值首次突破4万亿美 元。苹果股价也在七连跌后实现两连阳，小幅上涨。 与此同时，苹果AI团队正面临明显的人才流失。自去年以来，已有数十名核心成员离职。在模型能力、算力储备与人才结构上，苹果的短板集中显现。 这种内压之下，苹果迫切需要一个成熟、稳定、可规模化的AI底座。 AI，正在成为穿透一切估值逻辑的核心变量，也正在成为巨头们新的财富密码。 为什么是谷歌？ 2010年，当乔 ...

截至2026年1月14日 11:30，中证人工智能主题指数(930713)强势上涨3.01%，成分股中科星图上涨 17.50%，用友网络上涨10.01%，合合信息上涨9.58%，东华软件，润泽科技等个股跟涨。AI人工智能 ETF(512930)上涨2.67%，最新价报2.42元。 中国银河证券认为，当前AI产业催化不断，AI应用商业化具备广阔发展空间，以生成式搜索（GEO） 为代表的AI应用方向正在不断探索、发展中。同时，除内容生成外，内容交互亦正成为重要突破点， 对游戏等内容板块而言，AI在降本增效之外，为用户提供了独特的交互体验，用户的参与感显著提 升。 AI应用全线爆发，消息面上，1月12日，谷歌宣布与沃尔玛、塔吉特、Wayfair、Etsy等全球头部零售商 达成合作，并正式开源面向电商领域的AI智能体协议通用商业协议。 AI人工智能ETF紧密跟踪中证人工智能主题指数，中证人工智能主题指数选取50只业务涉及为人工智能 提供基础资源、技术以及应用支持的上市公司证券作为指数样本，以反映人工智能主题上市公司证券的 整体表现。 风险提示：基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用 ...

2025年11月，新挂牌企业数量环比增长27%，其中16家进入最高层级的OTCQX市场，27家进入成长型企业集中的OTCQB市场。行业分布覆盖先进材料、 清洁能源、人工智能、生物制药及矿产资源等前沿领域。 从地域看，新挂牌公司来自全球9个国家和地区，加拿大（15家）和澳大利亚（9家）数量领先，中国企业亦有上榜。 壹、市场持续扩容，结构优化吸引优质企业 2025年11月，美国OTC市场运营数据显示，其整体呈现"规模扩大、发展加速、交易活跃、转板通畅"的态势，进一步巩固了其作为全球中小企业重要资本 平台的地位。 当月共有43家新公司挂牌上市，合计月成交金额达556.92亿美元（约合人民币3922亿元），远超同期国内新三板市场成交规模。此外，4家企业成功由 OTC转板至主板，凸显了该市场作为企业迈向更高层次资本市场关键跳板的作用。 值得关注的是，部分企业具备跨区域或转型特征。例如来自中国香港的恒月控股（Moon Inc），原为电信增值服务分销商，目前正转向比特币消费产品平 台，其选择在比特币价格突破10万美元的市场环境下登陆OTCQX，旨在借助全球资本推动业务转型。 2025年美国OTC市场完成分层结构调整，原有O ...

文/新浪财经香港站 赵岚 凯基投顾董事长朱晏民在环球市场展望会中对新浪财经表示，当前中美在AI产业的投资逻辑存在显著 差异，这一分化源于双方产业基础与发展路径的不同，但从长期来看，全球AI产业最终将向物理AI （Physical AI）趋同。 凯基首席投资总监梁启棠补充表示，预计美国将在AI硬件及核心技术领域保持领导地位，而中国AI发 展将更聚焦应用层面，通过技术的"贴地"触达消费端，从而构建清晰商业模型，这或是中国AI的核心路 径。 科技基础导致现阶段中美AI投资逻辑分化 朱晏民表示，现阶段中美AI路径分化清晰，美国头部AI企业的投资仍遵循"拓展律"（Scaling Law）， 即通过持续加大算力投入迭代出更优质的模型，因此其投资重点集中于通往通用人工智能（AGI）的核 心技术领域，如大语言模型（LLM）与GPU等底层硬件及基础模型研发。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ "拓展律"是大模型发展的基础理论，为大模型优化提供量化预测与资源优化的框架。具体来讲即系统性 能、特征或行为如何随规模大小、数量、资源投入变化，得出经验性的数学规律。在AI 领域特指模型 的性能与参 ...

Group 1 - In 2025, over 11,000 bank branches will be approved for closure, resulting in a net decrease of more than 2,000 branches, indicating an acceleration in digital transformation and optimization of physical banking channels [2] - SK Hynix announced an investment of 19 trillion KRW in its advanced packaging factory in Cheongju, South Korea, aiming to enhance production efficiency, with construction expected to start in April 2026 and completion by the end of 2027 [3] - The Ministry of Industry and Information Technology will focus on promoting the large-scale application of humanoid robots and health monitoring devices in various settings, emphasizing technological empowerment in the elderly care sector [4] Group 2 - Citigroup plans to lay off approximately 1,000 employees as part of a broader strategy to reduce 20,000 jobs by the end of 2026, reflecting adjustments to align workforce and skills with current business needs and technological advancements [5] - Ctrip clarified that a recent message about a mass layoff was a mistake, confirming that there is no plan for a full staff departure [6] - The U.S. Defense Secretary announced that Elon Musk's AI chatbot "Grok" will be integrated into the Pentagon's systems, alongside Google's generative AI, to enhance military operations [7] Group 3 - The launch of a 4,199 RMB bottle of Moutai sold out immediately on the iMoutai app, indicating strong demand for premium products [8] - Shanghai has introduced measures to optimize auto loan processes, including relaxing application conditions and determining reasonable loan issuance ratios, terms, and interest rates to stimulate consumption [9] - Apple responded to rumors regarding Google taking over iPhone control, clarifying that there has been no transfer of control over Siri or Apple Intelligence to Google [10] Group 4 - Lianchuang Electronics has begun supplying optical products to the robotics sector, although the industry is still in its early stages with relatively low sales [11] - DeepSeek published a new paper on conditional memory for large language models, co-authored with Peking University, contributing to advancements in AI research [12]

Group 1 - The AI concept stocks in the Hong Kong market have shown strong performance, with notable increases in share prices for companies such as Lion Group, which surged over 44%, and Zhipu, which rose nearly 17% [1][2] - A significant number of AI industry chain companies have been listed in the Hong Kong market since the beginning of 2026, sparking a new wave of AI investment enthusiasm and potentially leading the industry into an expansion cycle [1][2] - Open Source Securities has indicated that leveraging capital markets to enhance financing capabilities will benefit the industry by increasing investment in model research and development, thereby driving demand for computing power and accelerating the commercialization of AI applications [1] Group 2 - Institutions are increasingly optimistic about the new track of "Generative Engine Optimization" (GEO) within the AI sector, which is seen as a catalyst for the current market trend [1] - AI search is gradually transforming user decision-making paths, with implications for digital marketing, e-commerce, and the content and experience economy, all of which are expected to provide real-world scenarios for large models [1]

香港货柜码头。新华社记者 陈铎 摄 1月2日，2026年首个交易日，香港恒生指数上升超过700点，升幅约2.8%，创下自2013年以来表现 最好的开局。"开年第一涨"，为香港经济的充沛活力添了一个生动注脚。 一系列亮眼数据表明，在"由治及兴"道路上稳步向前的香港，正交出一份喜人的经济成绩单。"香 港会把握好这一势头乘势而上，建立更蓬勃的创科及产业生态，推动经济高质量发展。"香港特区政府 财政司司长陈茂波说。 金融中心更稳固 1月8日，"大模型第一股"智谱登陆港交所；次日，MiniMax紧随其后挂牌，首日涨幅超109%。新年 伊始，港股延续去年超过百只新股上市的势头，接连迎来两只人工智能大模型新股。 港股和资本市场的表现，反映出香港国际金融中心地位的巩固。2025年，港股IPO规模按年上升逾 两倍、高居全球第一。在资产及财富管理业务方面，仅去年前9个月，在香港注册成立的证监会认可基 金的资金净流入超过410亿美元，已较2024年全年的数字上升超过1.5倍。 香港特色的"总部经济"灿然可观，当前母公司在海外或内地的驻港公司数量近10000间，创历史新 高。"盛事经济"亮点纷呈，第十五届全国运动会粤港澳联动办赛，启 ...

今天上午，A股反弹，个股普涨。AI应用主线表现最强，AI+医疗、AI+金融、AI+教育、AI+营销、AI+工业、AI+政务……全面大涨。 国际现货白银上午大涨，突破90美元/盎司，再创历史新高，湖南白银（002716）等概念股上涨。 截至上午收盘，上证指数上涨1.2%，深证成指上涨1.98%，创业板指上涨2.24%。市场逾4700只个股上涨。 | AI应用大涨 | | --- | | 今天上午，AI应用大涨，代表AI+营销方向的小红书、互联网电商、拼多多等概念板块涨势最猛。此外，Sora概念、智谱AI、AI智能体等板块均大涨。 | | 三维天地 融 301159 | 61.79 | 20.00% | 32.8亿 | | --- | --- | --- | --- | | 凯淳股份 | 42.66 | 20.00% | 21.5亿 | | 融 301001 | | | | | 卓易信息 融 688258 | 179.04 | 20.00% | 217亿 | | 光云科技 ■ 688365 | 34.20 | 20.00% | 146亿 | | 值得买 8 300785 | 83.89 | 20.00% | 10 ...

Market Overview - The market experienced a collective rebound in early trading, with the Shanghai Composite Index rising over 1% and the ChiNext Index increasing by over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.22 trillion yuan, a decrease of 215.5 billion yuan compared to the previous trading day [1] - Over 4,700 stocks rose, with more than 100 stocks hitting the daily limit [1] Sector Performance - The AI application sector saw a significant surge, with over twenty constituent stocks hitting the daily limit, including Liou Co., which achieved six consecutive limit-ups in nine days [1] - The semiconductor sector also performed well, with stocks like Yaxin Integration hitting a historical high [7] - The commercial aerospace sector remained active, with Haige Communication achieving three consecutive limit-ups [8] Company Developments - Google announced partnerships with major global retailers such as Walmart and Target to open-source an AI protocol for e-commerce [3] - Alibaba Cloud's AI models are expected to see a compound annual growth rate (CAGR) of over 30% in revenue over the next three years, supported by increased capital expenditure and self-developed core hardware [6] - Companies like Raytheon Technology and Fabinfo have established collaborations with Alibaba Cloud to develop localized AI solutions [5] Investment Opportunities - The AI application sector is expected to continue its upward trend, particularly in areas such as search and marketing, coding, and multi-modal applications [4] - The semiconductor industry is showing strong performance, with several companies experiencing significant stock price increases [7] - The commercial aerospace sector is also gaining traction, with recent successful satellite launches indicating growth potential [9]

Group 1 - The Hang Seng Index rose by 0.92%, gaining 245 points to close at 27,094, while the Hang Seng Tech Index increased by 1.54% [1] - Zhipu (02513) surged over 16% after launching the first domestic chip training multimodal SOTA model in collaboration with Huawei [1] - Alibaba (09988) saw a rise of over 5% as it significantly increased its capital expenditure budget for Alibaba Cloud, with institutions expecting earnings resilience to exceed expectations [1] - Alibaba Health (00241) jumped over 15% after the exclusive launch of Beimei Jing, which received the first overseas drug price certification [1] - Yidu Tech (02158) rose over 9% after winning first place in a smart healthcare innovation competition, showcasing its strong AI medical innovation capabilities [1] Group 2 - Tongdao Liepin (06100) soared over 10% due to deepening AI strategy and stable financials leading to market revaluation [2] Group 3 - Baiaosaitu-B (02315) increased over 6% after completing the localization of its AI-driven antibody drug development platform [3] - Maifushi (02556) rose over 8%, with its stock price nearly doubling in the past three weeks after launching the GEO smart assistant [3] - MicroPort Robotics-B (02252) gained over 8%, as the surgical robot industry is expected to enter a commercialization and policy acceleration phase [3] - Hua Hong Semiconductor (01347) increased over 5%, with Goldman Sachs noting high capacity utilization supporting product mix optimization and price increases [3] - Restaurant stocks led the gains, with institutions expecting most leading restaurant brands to see a recovery in customer traffic, leading to more rational competition [3] - Haidilao (06862) rose by 7%, while Jiumaojiu (09922) increased by over 5% [3] Group 4 - Qiutai Technology (01478) saw a 13% increase after issuing a profit warning, expecting a 400% to 450% year-on-year growth in comprehensive profit for the fiscal year 2025 [4]