Group 1 - Meta Platforms Inc has acquired Manus, a Singapore-based AI company, for approximately $2 billion to enhance its AI business innovation [1] - The acquisition allows Meta to leverage Manus's capabilities in executing tasks such as coding, market research, and data analysis [1] Group 2 - Meta's stock (NASDAQ:META) increased by 1.9% to $671.05, marking a third consecutive gain and a 13.7% year-to-date increase [2] - The stock has faced resistance at $675, which aligns with the post-earnings close following a 10.3% decline on October 31 [2] - Options trading indicates a call-skewed sentiment, with a put/call volume ratio of 2.10, ranking higher than 88% of annual readings [2] Group 3 - The current premium for options is considered affordable, with a Schaeffer's Volatility Index (SVI) of 23% in the 1st percentile of its annual range, suggesting low volatility expectations [3] - Historically, Meta's stock has outperformed volatility expectations, as indicated by a Schaeffer's Volatility Scorecard (SVS) of 85 out of 100 [3]

格隆汇12月30日｜Meta(META.US)涨1.4%，报668.02美元。消息面上，Meta以数十亿美元收购中国开发 AI应用Manus的公司蝴蝶效应。这是Meta成立以来第三大收购，花费仅次于WhatsApp和Scale AI。在 Meta收购前，Manus正以20亿美元估值进行新一轮融资。收购完成后，蝴蝶效应公司将保持独立运作， 创始人肖弘出任Meta副总裁。(格隆汇) ...

极目新闻记者 郭迩 12月30日晚，罗永浩2025年度科技创新分享大会在上海举行。根据预告，大会将于19点进行，不过，罗 永浩本人并未准时现身，而是迟到了50分钟后才出现在讲台。此前的发布会，罗永浩也曾多次迟到。有 网友调侃道："重新定义了19点。" 还未走上讲台的罗永浩在幕后表示："发生了一些事情，向大家道歉。后续会发文解释一下，希望大家 理解。" 记者注意到，截至30日晚7点50分，罗永浩本人账号的直播间在抖音平台已有超50万人观看，微博平台 突破200万人观看。 长文当中提到，该科技发布会大概在两周后放票，欢迎大家买票来现场观看（按"科技春晚"的优良传 统，门票收入会全部用于公益）。此外，罗永浩还对科技分享大会的内容、产品合作、开发布会的原因 等问题做出解答。 罗永浩称："我们的公司和我的家都搬到上海了，所以在上海开很自然，我们当年也在上海开过手机发 布会，我喜欢这里的场馆，商业上谈起来比较容易。另外，我也很喜欢我们公司所在的徐汇区西岸这边 的科技创业氛围，上海大部分的Al公司都在这里。明年如果有其他城市愿意提供更好的综合支持，要我 们去开，我们也不排除到其他城市开明年的创新分享大会，反正以后每年会至少 ...

Market Overview - The S&P 500 has shown a strong performance, up over 17% on a price basis in 2025, although it is currently flat compared to levels from two months ago [1] - The market is characterized by a rotation rather than a sell-off, with a focus on cyclical real economy stocks [2] Investment Sentiment - The market's resilience in the face of AI skepticism is viewed positively, indicating a healthy market environment [2] - There is a notable lack of volatility, which could pose risks to market sentiment in the first quarter [4] Sector Performance - There is a potential revival for lagging categories such as quality and value stocks, alongside the continued leadership of AI-related stocks [5] - Recent weeks have seen a rebound in discretionary spending, suggesting a more favorable consumer outlook than previously anticipated [6] Global Market Dynamics - The market's strength is not limited to the US, with positive performance observed in Japan, Europe, and emerging markets [6] - Global participation in the market is considered under-discussed, yet it plays a significant role in the overall market dynamics [3] Interest Rates and Economic Outlook - Interest rates are expected to remain sticky above 4%, which necessitates a focus on quality investments, especially in value sectors [8] - Concerns regarding fiscal issues and inflation pressures are influencing the long end of the yield curve, with expectations that the 10-year yield may approach 5% in 2026 [10][11]

一是寒武纪和贵州茅台谁能成为A股2025年的"股王"；二是最近个股行情活跃，三只人气股（平潭发展、海南发展、航天发展）谁能成为"跨年龙"？；三 是2025年沪指年K线能不能站上4000点？在A股历史上，仅有2007年沪指收盘站上4000点。 截至今天上午收盘，上证指数下跌0.1%，深证成指上涨0.23%，创业板指下跌0.06%。 市场三大猜想 今天上午，市场围绕上述三个问题继续演绎，答案初露端倪。 寒武纪和贵州茅台，谁是A股2025年的"股王"？ 今年8月底，寒武纪股价首次超越贵州茅台，成为A股的新"股王"。之后，寒武纪和贵州茅台关于A股"股王"的争夺陷入拉锯战。最近几个交易日，寒武纪 连续上涨，股价与贵州茅台的差距不断缩小。今天上午，寒武纪上涨2.83%，最新收盘价为1396.99元，再度超越贵州茅台。 平潭发展、海南发展、航天发展，谁能成为"跨年龙"？ 最近，主题行情活跃，大牛股涌现。其中，有三只个股市场关注度较高，被网友认为是"跨年龙"的竞争者。他们是：平潭发展、海南发展、航天发展。今 天上午，海南发展跌超6%，平潭发展涨超1%，航天发展涨超6%。12月以来至今，这三只个股分别涨超64%、53%、144 ...

（原标题：002969，连续10个涨停！Meta宣布重大收购，AI智能体爆发，高增长潜力股出炉） AI 智能体产业迎来新节点。 嘉美包装连续10个涨停板 今日（12月30日）早盘，A股大盘指数窄幅震荡，短剧游戏、云游戏、数字货币、液冷服务器、智谱AI 等题材走强。海南自贸、BC电池、次新股、HJT电池、水产品等题材跌幅靠前。 嘉美包装(002969)早盘再次涨停，盘中涨停板封单超过80万手。该股自12月17日以来连续录得10个涨停 板，最新股价创近5年新高，A股市值达到110亿元以上。公司近期股价持续大涨，与一则股权转让公告 密切相关。 12月16日晚间，嘉美包装发布公告，嘉美包装的控股股东"中包香港"、股东富新投资和中凯投资与苏州 逐越鸿智科技发展合伙企业（有限合伙）（简称"逐越鸿智"）签署股份转让协议。如果交易全部达成， 逐越鸿智将以约22.82亿元持有嘉美包装54.9%股权，成为嘉美包装新的控股股东，嘉美包装的实控人将 变更为俞浩。 12月28日，公司发布股价异常波动公告称，公司基本面未发生重大变化，但近期公司股票价格严重脱离 公司基本面情况，投资者参与交易可能面临较大风险，如未来公司股票价格进一步异常 ...

Market Overview - The A-share market is approaching the end of 2025, with key questions regarding the potential "king of stocks" and the performance of major indices [1][12] - As of the latest trading session, the Shanghai Composite Index decreased by 0.1%, while the Shenzhen Component Index increased by 0.23% [2][13] Key Market Speculations - The competition between Cambricon Technologies and Kweichow Moutai for the title of A-share "king of stocks" has intensified, with Cambricon's stock price recently surpassing Kweichow Moutai's [4][15] - Three stocks, Pingtan Development, Hainan Development, and Aerospace Development, are being closely watched as potential "cross-year dragons," with significant price increases observed since December [5][15] Index Performance - The Shanghai Composite Index is currently at 3961.21 points, having recently achieved a nine-day winning streak, the longest of the year [6][16] - Analysts express optimism for the A-share market in 2026, citing supportive policies and liquidity improvements as key factors for continued market strength [6][16] AI Sector Developments - The AI application sector is experiencing a surge, with notable increases in stocks related to AI technologies, driven by recent news regarding Meta's acquisition of Manus [7][19] - Manus has processed over 147 trillion tokens and created over 80 million virtual computers since its launch, indicating strong demand for AI solutions [19] - The AI industry is transitioning from a "big infrastructure era" to an "application explosion era," with a focus on practical applications and performance [10][20]

Core Insights - Meta Platforms has acquired Manus, a Singapore-based developer of general-purpose AI agents, to enhance its investments in artificial intelligence [1][3] - Manus launched its first general AI agent earlier this year, achieving an annualized average revenue of over $100 million within eight months of launch, with a revenue run rate exceeding $125 million [2] - The acquisition aims to accelerate AI innovation for businesses and integrate advanced automation into Meta's consumer and enterprise products, including the Meta AI assistant [3] Company Operations - Manus will continue to operate its subscription service without disruption following the acquisition, although further terms of the deal were not disclosed [4] - The company was initially a product of the Chinese start-up Butterfly Effect, later becoming a separate entity and gaining recognition for its chatbot's performance compared to OpenAI's DeepResearch [4] Funding and Expansion - Manus raised $75 million in a Series B funding round led by U.S. venture firm Benchmark in April, with backing from Tencent and HongShan Capital Group [5] - The start-up laid off most of its staff in Beijing in July and relocated its headquarters to Singapore in June as part of its global expansion strategy [5] Strategic Partnerships - Manus announced a strategic partnership with Alibaba's Qwen AI team in March, indicating its existing connections with Chinese tech companies [6]

12月30日早盘，创业板人工智能开盘冲高，AI应用概念股涨幅居前，汉得信息、蓝色光标领涨超5%，易点天下、昆仑万维、芒果超媒等多股涨超2%。热门 ETF方面，同类流动性最佳的创业板人工智能ETF（159363）场内上扬逾1%冲击前高， 把握以光模块为核心的算力方向以及AI应用机会，建议重点关注全市场首只创业板人工智能ETF（159363）及场外联接（A类023407、C类023408），标的 指数重点布局光模块龙头"易中天"，光模块含量最新超56%。从赛道分布看，逾七成仓位布局算力，超两成仓位布局AI应用，能够高效捕捉AI主题行情。 （截至2025.11.30） 同类对比看，截至12月29日，创业板人工智能ETF华宝（159363）最新规模超38亿元，近1个月日均成交额超6亿元，在跟踪创业板人工智能指数的7只ETF 中排行第一！ 数据来源：沪深交易所等。注："全市场首只"是指首只跟踪创业板人工智能指数的ETF。 风险提示：创业板人工智能ETF华宝被动跟踪创业板人工智能指数，该指数基日为2018.12.28，发布日期为2024.7.11。创业板人工智能指数2020-2024年年度 涨跌幅分别为：20.1%、17 ...

本报记者 昌校宇 中欧基金权益专户投委会主席、基金经理王培预计，2026年或迎来估值演绎的下半场，企业盈利有望成 为股价的核心驱动因素。王培分析称："当前市场正处于基本面拐点，上市公司营收端的修复动能持续 增强，叠加PPI（工业生产者出厂价格指数）回正预期增强，企业在2026年实现盈利增长值得期待。" 方正富邦基金首席投资官汤戈认为，2026年A股上市公司盈利增速和ROE（净资产收益率）水平有望继 续修复，业绩的增长将消化部分估值压力，使市场上涨的基础更为扎实。 科技投资成共识 科技仍然是各家公募机构关注度最高的投资主线，特别是在"AI投资逻辑将从基础设施建设向实际应用 场景深度扩散"上形成了共识。 近日，国泰基金、中欧基金、长城基金、方正富邦基金等公募机构相继召开2026年度投资策略会，分析 市场走势。 尽管各家公募机构视角各异、表述不同，却也存在共识：2026年A股市场有望从估值修复主导，逐步转 向盈利与估值双重驱动的新阶段；科技仍是贯穿中长期的核心主线，同时消费复苏、企业"出海"等多条 脉络也将交织出丰富的结构性机遇，共同描绘出一幅积极向好的投资图景。 业绩有望增长 回顾2025年，估值扩张是A股市场上 ...