客户端 香港联交所最新资料显示，1月2日，摩根士丹利增持纳芯微（02676）4.28万股，每股作价119.8404港 元，总金额约为512.92万港元。增持后最新持股数目约为96.24万股，最新持股比例为5.04%。 责任编辑：卢昱君 香港联交所最新资料显示，1月2日，摩根士丹利增持纳芯微（02676）4.28万股，每股作价119.8404港 元，总金额约为512.92万港元。增持后最新持股数目约为96.24万股，最新持股比例为5.04%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

Core Viewpoint - The article discusses the mixed signals from the U.S. labor market as it enters 2026, highlighting a slight recovery in employment but ongoing concerns about economic stability and potential interest rate cuts by the Federal Reserve [2][7]. Labor Market Data - In December 2025, U.S. businesses added 41,000 jobs, which was below the expected 48,000, indicating a weak labor market [4][5]. - Wage growth for retained employees was stagnant at 4.4%, matching the lowest level since the pandemic, down from a peak of 7.8% in previous years [5]. - Job growth was concentrated in a few sectors, particularly healthcare and hospitality, reflecting a lack of broad-based recovery in the labor market [5]. Employment Trends - The ADP report indicated that the labor market's deterioration may be stabilizing, with two out of the last three months showing job growth [5]. - The JOLTS report revealed a decline in job openings from nearly 7.5 million in October to about 7.1 million in November, with the job vacancy rate dropping from 4.5% to 4.3% [6]. - The number of involuntary job losses remained stable, with approximately 1.7 million people unemployed in November, down from 1.9 million in October [6]. Federal Reserve's Interest Rate Outlook - The upcoming non-farm payroll data on January 9 is expected to significantly influence market direction, with the last reported non-farm job increase of 64,000 and an unemployment rate rising to 4.6%, the highest in over four years [8]. - The Federal Reserve's recent meetings have shown a tendency to lower interest rates due to concerns about the weak labor market, with a nearly 50% probability of a 25 basis point cut in March [8][9]. - Despite a generally optimistic economic outlook for 2026, there are concerns about stagnant inflation and a weakening labor market, which could lead to further adjustments in monetary policy [9][10]. Economic Perspectives - Economists express caution regarding the labor market, noting that the current job growth is slowing and wage pressures are easing, which may indicate underlying economic stress rather than confidence in future prospects [9][10]. - The "low hiring, low firing" model in the labor market is seen as unsustainable, with potential consumer spending cuts leading to increased layoffs if economic conditions worsen [10].

资讯速递 1、商务部新闻发言人就对原产于日本的进口二氯二氢硅发起反倾销调查答记者问 商务部新闻发言人就对原产于日本的进口二氯二氢硅发起反倾销调查答记者问。有记者问：我们关注到商 务部对原产于日本的进口二氯二氢硅发起了反倾销调查，能否介绍相关情况？答：此次调查是应国内产业 申请发起的。申请人提交的初步证据显示，2022年至2024年，自日本进口的二氯二氢硅数量总体呈上升趋 势，价格累计下跌31%，自日倾销进口产品对我国内产业生产经营造成了损害。调查机关收到申请后，根 据中国有关法律法规并遵循世贸组织规则对申请书进行了审查，认为申请符合反倾销调查立案条件，决定 发起调查。调查机关将依法开展调查，充分保障各利害关系方权利，根据调查结果客观公正作出裁决。 2、八部门：到2027年 我国人工智能关键核心技术实现安全可靠供给 从国家药监局获悉，为加快临床急需境外已上市药品在境内上市，满足患者临床用药迫切需求，国家药监 局进一步优化这类药品审评审批。国家药监局表示，坚持以临床价值为导向，鼓励申请人在中国开展全球 同步研发、同步申报上市；鼓励临床急需境外已上市的原研药及仿制药在境内申报，对于符合要求的可纳 入优先审评审批范围 ...

Market Overview - The US economic data presents mixed signals, with geopolitical risks affecting the stock market, leading to declines in the S&P 500 and Dow Jones, while the Nasdaq has seen three consecutive days of gains [1] - Google's parent company saw a 2.5% increase in stock price, surpassing Apple's market value for the first time since 2019, while Apple experienced a six-day decline [1] - The chip index halted a three-day rise, but Nvidia rebounded by 1% [1] - Valero Energy shares rose over 3% following Trump's announcement regarding the transfer of Venezuelan oil to the US [1] - Defense contractors fell after Trump stated he would not allow dividends and buybacks, with Northrop Grumman down 5.5% and Lockheed Martin nearly 5% [1] - Blackstone shares dropped 5.6% after Trump proposed banning institutional investors from purchasing single-family homes [1] Economic Indicators - The US ADP employment report showed a modest increase of 41,000 jobs in December, below expectations, while the JOLTS job openings fell to a one-year low [6][19] - The ISM services PMI rose to 54.4, the highest in over a year, indicating robust demand and a recovery in hiring [19] - The offshore RMB fell over 100 points, nearing the 7.0 mark, hitting a new low for the year [1] Commodities - Precious metals experienced a significant drop, with silver and platinum leading the decline, silver futures down over 6% and platinum nearly 8% [1][17] - Industrial metals also fell, with copper down over 2% and nickel down over 3% [1] - Oil prices dropped to a three-week low, with WTI crude futures down 2% [1][13] AI and Technology - The Chinese government aims to accelerate the upgrade of smart terminals, with a goal for key AI technologies to achieve reliable supply by 2027 [4][33] - The AI sector is seeing significant investment, with companies like Zhiyuan AI and MiniMax planning IPOs in Hong Kong, raising substantial capital [21][9] - The introduction of Gemini AI-powered smart TVs by Google marks a significant step in the consumer electronics sector [22] International Relations - The US is set to "resell" Venezuelan oil and has demanded Venezuela cut economic ties with China and Russia, which has drawn criticism from China [5][20] - The geopolitical landscape is tense, with the US military's recent actions against Russian-flagged oil tankers raising concerns about potential military escalation [20][26]

Core Insights - In 2025, China's M&A market saw a total of 8,151 disclosed transactions, a slight decrease of 0.72% year-on-year, while the transaction scale increased to approximately 25,894 billion RMB, reflecting a growth of 16.12% year-on-year [1][2] M&A Market Overview - The total M&A transaction amount in 2025 increased by about 3,595 billion RMB compared to 2024, indicating a strong recovery in market demand driven by policy support and a positive response from the capital market [1] - The quarterly breakdown of M&A transaction scales for 2025 was 4,272 billion RMB, 4,610 billion RMB, 7,410 billion RMB, and 9,602 billion RMB [2] Regional Distribution - The most active region in China's M&A market in 2025 was Beijing, with a transaction scale of 10,930 billion RMB, up 48.59% year-on-year; Shanghai ranked second with 6,092 billion RMB, down 14.92%; and Guangdong ranked third with 4,593 billion RMB, down 17.89% [6] Industry Distribution - The top three industries by M&A transaction scale were: - Industrial sector: 7,605 billion RMB, up 11.67% - Real estate sector: 4,443 billion RMB, up 549.36% - Information technology sector: 2,855 billion RMB, up 35.84% [10] M&A Method Distribution - The distribution of M&A methods showed that: - Agreement acquisitions led with a scale of 10,681 billion RMB, accounting for 39.75% of the total scale - Issuing shares to purchase assets ranked second with 3,319 billion RMB, accounting for 12.35% - Auction-type acquisitions ranked third with 2,645 billion RMB, accounting for 9.84% [12] Purpose of M&A - The distribution of M&A purposes indicated that: - Horizontal integration M&A transactions accounted for 5,966 billion RMB, or 22.70% of the total transaction scale - Asset adjustment and strategic cooperation transactions accounted for 2,498 billion RMB and 2,059 billion RMB, or 9.51% and 7.84% respectively [13] M&A Scale Distribution - Transactions exceeding 100 billion RMB accounted for the highest proportion, at 42.14% of the total transaction amount, while transactions between 10 billion and 100 billion RMB accounted for 34.48% [16] Top 10 M&A Transactions - The largest M&A transactions in 2025 included: 1. Wantong Development's 12.63% equity judicial auction: 2,316.10 billion RMB 2. China Shenhua's private placement acquisition of Guoyuan Power and 12 other companies: 1,335.98 billion RMB 3. CICC's share swap merger with Dongxing Securities and Cinda Securities: 1,142.75 billion RMB [17][19]

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 泽连斯基称有望在2026年上半年结束俄乌冲突 消息人士：委内瑞拉将无限期向美供油 美国务卿：下周将就格陵兰岛议题与丹麦举行会谈 智利Mantoverde铜矿罢工将继续 央行今日将开展11000亿元买断式逆回购 央行连续第14个月增持黄金 事关白银期货！上期所最新调整 市场盘点 周三，美元指数震荡走高，最终收涨0.16%，报98.747；美债收益率涨跌互现，基准的10年期美债收益率最终收报4.154%，对美联储政策利率敏感的2年期美 债收益率收报3.48%。 现货黄金在亚盘触及4500美元关口后遭遇获利了结，但在弱于预期的"小非农"提振美联储降息预期后收复部分失地，最终收跌0.86%，报4456.43美元/盎司； 现货白银冲高回落，盘中最高触及82.748美元/盎司，随后连失多道整数关口，最终收跌3.76%，报78.19美元/盎司。 国际原油连续第二个交易日走低，因特朗普关于美国已和委内瑞拉达成石油交易的声明加剧了供应过剩担忧。WTI原油盘中跳水，最终收跌0.98 ...

Core Viewpoint - The company has completed the payment of overdue taxes and penalties totaling 212.40 million yuan, which will impact its 2025 net profit by approximately 59.98 million yuan [1][2][3]. Group 1: Tax Payment Details - The company and its subsidiaries conducted a self-inspection of tax matters as required by tax authorities [1]. - The total amount of tax and penalties to be paid is 212.40 million yuan [1]. - As of the announcement date, the company has fully paid the overdue taxes and penalties [1]. Group 2: Financial Impact - The tax payment and penalties will be recorded in the company's 2025 financial results, specifically affecting the net profit attributable to shareholders by 59.98 million yuan [1]. - This tax payment does not constitute a prior accounting error and will not require restatement of previous financial data [1]. - The company assures that this tax payment will not affect its normal operations [1].

Group 1 - The People's Bank of China (PBOC) announced a 1.1 trillion yuan reverse repo operation with a term of 3 months, indicating a continuation of liquidity support in the banking system [1] - In January, a total of 1.7 trillion yuan in reverse repos is set to mature, and there is an expectation for an increase in the issuance of 6-month reverse repos to maintain liquidity [1] - Analysts suggest that the PBOC's actions are aimed at stabilizing the funding environment in response to government bond issuance and potential liquidity tightening [1][2] Group 2 - The Ministry of Finance has completed the first batch of 2026 government bond issuances, with local governments also beginning to issue special bonds, indicating a significant increase in government bond supply [2] - Experts predict that the scale of government bonds will further increase in 2026, necessitating the PBOC to implement measures to maintain stable liquidity in the banking system [2] - The liquidity gap in January is estimated to be around 1.3 trillion yuan, primarily due to government bond supply pressures and tax payments, prompting the PBOC to utilize various monetary policy tools to ensure adequate liquidity [2]

成都高新区科技创新局相关负责人介绍，成都高新区自2023年实施"中试跨越行动计划"以来，已建成 102个中试平台，覆盖13条制造业重点产业链，累计服务中试项目4547个（次），产品产值累计超131亿 元。2025年，成都高新区8家中试平台入选工业和信息化部首批重点培育名单，1家平台入选首批国家级 制造业中试平台。 成都高新区持续深化"中试+基金"服务体系，推动科技与资本深度融合。通过举办"双向走进中试平 台"等系列活动，积极帮助企业链接基金机构，全年助力企业融资规模超10亿元。全国首只中试创投基 金——成都蜂鸟中试股权投资基金目前已投资来自四川大学、西北工业大学的3个科技成果转化项目， 并储备10余个拟投项目，初步形成"中试验证—基金赋能—产业加速"的服务链条。 1月7日，笔者获悉，全国首个"中试保贷联动"的创新金融产品——"安蒙保贷通"近日在成都高新区正式 发布。该产品由四川微流控科技有限公司（安蒙微球）联合上海浦东发展银行股份有限公司成都分行、 中国人民财产保险股份有限公司成都市分公司共同推出，是成都高新区在深化科技金融融合，破解科技 成果转化关键环节融资难题的重要创新。 此次发布的"安蒙保贷通"是面向科 ...

Group 1 - The core viewpoint of the articles indicates that the U.S. labor market is showing signs of moderate recovery, with December's private sector employment increasing by 41,000, suggesting resilience in the economy as it approaches 2026, which may support the narrative of a "soft landing" for the U.S. economy [1][4] - The ADP report highlights that the growth in private sector employment is primarily driven by the education, healthcare, and leisure and hospitality sectors, while professional services and manufacturing sectors have seen declines [5] - Despite a slight increase in unemployment rates and a cooling labor market, the data does not suggest a rapid deterioration, maintaining a balance that does not significantly alter market expectations for Federal Reserve interest rate cuts [4][6] Group 2 - The upcoming non-farm payroll report is expected to have a significant impact on the Federal Reserve's monetary policy decisions, with analysts predicting a potential rate cut if the unemployment rate rises to 4.7% [7] - Analysts from Citigroup suggest that the ongoing weakness in the labor market, combined with persistent inflation, may compel the Federal Reserve to reassess its stance on interest rates, with a forecast of a total of 75 basis points in rate cuts this year [7][8] - The overall trend indicates that if the labor market continues to weaken, the Federal Reserve is likely to resume its rate-cutting process, supported by a macroeconomic backdrop of rising unemployment and cooling service sector inflation [8]