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]

Jay 发自 凹非寺 量子位 | 公众号 QbitAI R1横空出世一年后，DeepSeek依然没有新融资。 在大模型玩家上市的上市、融资的融资的热闹中，DeepSeek还是那么高冷，并且几乎没有任何商业化的动作。 即便如此，AGI也没有落下—— 持续产出高水平论文，作者名单也相当稳定，新版R1论文甚至还「回流」了一位。 其实吧，大家没必要担心DeepSeek粮草是否充足，毕竟最新消息是…… 梁文锋的主业发力了。 私募排排网显示，2025年，幻方量化旗下几乎每支基金，收益率都在 55% 以上。 要知道，去年是中国量化基金的丰收年：平均收益率为30.5%，是全球竞争对手的两倍多。 即便是如此高涨的势头，依旧难掩幻方量化一骑绝尘的身姿—— 平均收益率 56.6% ，在全国百亿级量化基金中位居第二，仅次于收益70%的 灵均投资 。 幻方量化去年赚了 50亿 。 狂飙的幻方量化 考虑到幻方量化管理的资产规模超过 700亿 ，这一惊人的收益率，无疑能让公司赚得盆满钵满。 据彭博社报道，一名上海的私募基金投资总监认为： 假设按管理费1%，业绩提成20%来算，幻方量化这棵摇钱树，光去年一年，可能就帮梁文锋赚了超过 7亿美元 ...

2026年或许是AI大规模进军物理世界的开始——从行走的机器人到自动驾驶汽车，AI正在积累生态硬 件。 德意志银行在报告中列出10点核心观察： 1、类人机器人供应链在成形：执行器成为"肌肉"入口 德银认为虽然仍在早期，但供应商已经在向类人机器人供应链转向，路径类似电驱动总成：既提供集成 方案，也提供底层零部件。 当供应链开始"汽车化"，最先被定价的往往不是概念，而是关键部件的渗透与规模化制造能力。 2、机载芯片格局：英伟达仍是首选，但分化开始出现 德银观察到，类人机器人机载处理器上，英伟达仍占据主导，原因主要是性能与易用性。使用Jetson Orin或Thor的公司包括：1X、Agility、Apptronik、Boston Dynamics、Figure AI、Mentee、（目前） NEURA、UBTECH、Unitree等。 对比之下： 3、"物理AI"从脚本走向Agentic：VLA成为主线 据追风交易台消息，德意志银行1月13日发布的研报显示，该行分析师团队在上周参加了拉斯维加斯的 CES展会，感受到了市场热度和相关性的显著飙升。该行指出，车辆自动驾驶（Robotaxi + 消费级L4） 以及最引人 ...

Group 1 - The core viewpoint of the news is that Fengtai District is focusing on high-quality development and urban governance, with significant infrastructure improvements and economic growth projected for 2025 [2][3][4] - By 2025, Fengtai District aims to achieve a GDP of 260 billion yuan, with over 249,000 market entities and 40,000 new enterprises established, marking an 87.7% year-on-year growth [2] - The district will have 3,605 national high-tech enterprises and a technology contract transaction volume of 113.47 billion yuan, with intellectual property pledge financing exceeding 5 billion yuan, reflecting an 80% increase [3] Group 2 - Fengtai District plans to enhance urban infrastructure by constructing 11 new roads and opening 13 "broken roads" in 2026, which will improve urban circulation and accessibility [4] - The district has successfully activated urban micro-circulation by opening 12 "broken roads" and adding 6,273 new parking spaces, including 16 shared parking lots, alleviating parking difficulties for residents [4] - Fengtai District is committed to a comprehensive modernization strategy, focusing on a "4+5+X" modern industrial system and promoting the integration of technological innovation and industry [4]

港股市场AI概念股继续集体走强，其中，狮腾控股飙升超44%，智谱涨近17%，亚信科技涨近11%，网 龙、微盟集团涨超9%，迈富时涨8%，创新奇智、金山软件、中手游、快手-W涨超6%，阿里巴巴-W、 金蝶国际、 中国软件国际涨超4%。 ...

近期，一款海外 AI 产品 AnyGen，在用户中悄然走红。它的名字开始出现在不少科技爱好者的社交动态里。有人贴出用它做的市场分析报告，有人推荐用 它快速生成 PPT。 通过梳理公开信息与多方求证，AnyGen 的身份变得清晰，它是飞书开发的一款面向海外市场的早期探索性 AI 产品，在产品首页可以清晰地看到 Lark 的水 印标志。从其相对低调的推广方式和仍在快速迭代的产品形态来看，AnyGen 还处于产品打磨阶段。一位知情人士的说法也证实了这一点， "在飞书内， AnyGen 还是一个探索性产品"。 01 浮出水面：飞书的海外探索 AnyGen 的底层架构是通用 Agent：它能自己拆解复杂指令，规划任务路径并闭环执行。从 PPT 创作到深度调研，从音视频转写到网页构建，它的技能几乎 覆盖了办公场景的所有高频痛点。 但比起展示"AI 魔法"，AnyGen 的产品设计理念与其他的 Agent 产品有明显的差异——它带着浓厚的飞书协同办公基因，建立起一种更可靠的 "人机合作" 关系。 与许多追求一步到位的 AI 工具不同，AnyGen 明白，在严肃的办公场景里，让 AI 一步到位很难奏效。因此，以最终交付物的" ...

美国众议院通过法案，旨在堵住现行美国出口管制体系中的关键漏洞 , 即外国对手实体通过云计 算服务，从境外远程调用受控的美国高端技术产品，尤其是 AI芯片。 2026 年 1 月 12 日，美国众议院通过了《远程访问安全法案（Remote Access Security Act, H.R.2683），这是一项两党支持、旨在现代化美国出口管制体系的立法。 这部得到两党支持的法案以 369票对22票的压倒多数获得通过。法案对现有的《出口管制改革法 案》(The Export Control Reform Act)进行更新，扩大美国出口管控制度的范围。 | Shown Here: Introduced in House (04/07/2025) | | --- | | 119TH CONGRESS | | IST SESSION H. R. 2683 | | To provide for control of remote access of items under the Export Control Reform Act of 2018. | | IN THE HOUSE OF REPRESENTATIVES | ...