（来源：北京新闻广播） 【#广东发布电动车文明骑行倡议书#】#广东电动车登记总量超3000万辆#@DV现场 记者获悉，目前广 东省登记的电动自行车总量已超过3000万辆，且仍有部分车辆未按规定登记上牌。近日，广东省文明 办、省公安厅交通管理局联合发布《规范骑行 文明出行——电动自行车文明骑行倡议书》，倡导广大 市民群众遵守交通法规，做到戴好头盔、按灯行驶，各行其道、礼让行人、有序停放，共同维护良好的 出行环境。@DV现场 ...

Group 1 - The core viewpoint of the article highlights a significant surge in Chinese assets and a strong performance of the renminbi, indicating a continuation of a structural bull market into 2026, with a clear investment focus on sectors like semiconductors, AI, and consumer-driven industries such as home appliances and automobiles [7][8] - The Nasdaq China Golden Dragon Index rose nearly 4%, with notable increases in stocks such as Baidu (up over 12%), iQIYI (up over 9%), and other major Chinese companies [5][6] - The offshore renminbi exchange rate against the US dollar surpassed 6.97, reaching its highest level since May 2023, reflecting a strong currency performance [7] Group 2 - In the US stock market, semiconductor stocks saw a significant rise, with the Philadelphia Semiconductor Index increasing over 4.5%, while major tech companies like Apple, Amazon, and Microsoft experienced declines [2] - Tesla's stock fell nearly 1.8% after reporting a 16% year-on-year decline in Q4 vehicle deliveries, totaling 418,227 units, and an annual delivery drop of over 8%, trailing behind Chinese competitor BYD [2] - Precious metals experienced volatility, with spot gold initially breaking through $4,400 before retracting most of its gains, while silver also saw a significant pullback [9]

小米辟谣"变焦环造假"。 1月2日晚间，小米公司发言人发文，对小米17 Ultra徕卡版变焦环结构原理进行说明。 小米表示，近日大量社交媒体账号发布视频，对某拆机博主的小米17 Ultra徕卡版拆机内容断章取义、 歪曲解读，称"变焦环造假，是软件调控"。这一说法，与事实严重不符。针对相关恶意歪曲、误导性传 播，原拆机博主本人已发布澄清内容。 小米创始人、董事长兼CEO雷军此前曾转发了一个 小米 17 Ultra 徕卡 版的测评视频，并表示这款产 品"是Ultra系列的一次新的突破，而对整个行业而言，这也是一种新的参考答案"。 高盛最新研报认为，小米最新发布的17 Ultra智能手机系列，使得公司产品线更丰富，反映小米持续推 进高端化策略；预期进入2026年，高端化仍是小米的首要任务，相信小米将进一步于中国渗透价位在 6000元以上的市场，并将加速发展海外高端产品市场。 高盛亦提到，小米今年加快AI发展，相信未来会将自研芯片组、澎湃OS及MiMo大语言模型整合到一个 可能于2026年发布的AI原生消费终端当中，继续看好集团在其人车家全生态战略下，仍处于多年生态 扩张的早期阶段，又指稳健的资产负债表、强大的生态整 ...

Market Overview - On the first trading day of 2026, US stock indices showed relatively calm closing fluctuations, with significant inflows into tech stocks and a collective surge in Chinese concept stocks, buoyed by a strong start in the Hong Kong market [1][3] - The S&P 500 index rose by 0.19% to 6858.47 points, the Nasdaq Composite fell by 0.03% to 23235.63 points, and the Dow Jones Industrial Average increased by 0.66% to 48382.39 points [1] Chinese Tech Stocks Performance - The Nasdaq China Golden Dragon Index surged by 4.38%, marking the largest single-day increase since May 12 of the previous year [3] - Notable Chinese tech stocks included Baidu, which rose by 15.03%, Alibaba up by 6.25%, Tencent ADR increasing by 5.23%, and Netease rising by 7.22% [3] AI Sector Developments - Investors are eagerly awaiting developments from DeepSeek, which recently published a paper on a new training method called "manifold constraint hyperconnection" (mHC), seen as a significant breakthrough [3] - This has led to speculation about the release of the next-generation flagship model from DeepSeek, reminiscent of past AI advancements [3] Performance of Major Tech Companies - Major tech companies had mixed performances, with Nvidia rising by 1.26% and Apple falling by 0.31%. Tesla experienced a decline for the seventh consecutive day [5] - The overall performance of tech giants was lackluster, with Microsoft down by 2.21% and Amazon down by 1.87% [5] Stock Movements in Various Sectors - Various thematic stocks saw significant trading activity, with Micron Technology up by 10.51% and Western Digital up by 8.96%, both reaching historical highs [6] - AI energy and storage concept stocks also performed well, with Bloom Energy rising by 13.58% and NuScale Power increasing by 15.17% [6] Electric Vehicle Market Update - Tesla reported Q4 delivery data that fell short of expectations, delivering 418,227 vehicles in the last quarter and losing its title as the global leader in electric vehicle sales to BYD, which sold 2.2567 million vehicles in 2025, a 27.86% increase from 2024 [7][8] Berkshire Hathaway Insights - Warren Buffett expressed confidence in Berkshire Hathaway's long-term prospects, suggesting a high likelihood of the company existing in a hundred years, with praise for his successor Greg Abel's capabilities [9] Retail Investor Performance - A report indicated that retail investors at Interactive Brokers achieved an average return of 19.2% in 2025, outperforming the S&P 500 index's return of 16.39% [9]

Market Performance - US stock market opened higher but turned negative, with the Nasdaq initially rising over 1% before declining [1] - Major indices showed mixed results: Nasdaq down 49.78 points (-0.21%), Dow Jones up 62.31 points (+0.13%), S&P 500 down 5.25 points (-0.08%) [2] Sector Performance - Semiconductor stocks surged, with the Philadelphia Semiconductor Index rising over 4.5%, including significant gains from Nvidia, Intel, and ASML [2] - However, major tech stocks like Apple, Amazon, Microsoft, Google, and Netflix experienced declines [2] Company-Specific News - Tesla's stock dropped nearly 1.8% after reporting Q4 deliveries of 418,227 vehicles, a 16% year-over-year decline, and a total annual delivery of 1.64 million vehicles, down over 8% [2] - In contrast, Chinese concept stocks saw significant gains, with the Nasdaq Golden Dragon China Index rising nearly 4%, and notable increases in Baidu (over 12%), iQIYI (over 9%), and others [4] Asian Market Trends - Hong Kong's stock market opened strong, with the Hang Seng Index up 2.76%, the Hang Seng China Enterprises Index up 2.86%, and the Hang Seng Tech Index up 4.0%, driven by sectors like AI, semiconductors, and electric vehicles [5] Economic Indicators - Analysts suggest that the strong performance of Chinese assets signals a continuation of a structural bull market into 2026, with a focus on hard technology sectors like semiconductors and AI, alongside policy-driven consumption in appliances and automobiles [6] - The offshore RMB exchange rate strengthened, surpassing 6.97 against the US dollar, reaching its highest level since May 2023 [6]

1 隔夜市场 美股三大指数收盘涨跌不一，纳指高开低走，收跌0.03%，标普500指数微涨0.19%，道指涨0.66%；明星科技 股表现分化，阿斯麦涨超近9%，美光科技涨超10%，二者股价均创历史新高；AMD涨超4%，英伟达涨超1%， 谷歌微涨；特斯拉、微软跌超2%，亚马逊跌近2%，Meta跌超1%，苹果微跌。纳斯达克中国金龙指数涨 4.38%，迎来"开门红"，中概股普涨，百度收涨15%，哔哩哔哩、网易涨超7%，阿里巴巴涨超6%，京东涨近 3%。 美油主力合约收跌0.16%，报57.33美元/桶；布伦特原油主力合约跌0.08%，报60.8美元/桶。 现货黄金涨0.24%，报4329.32美元/盎司；COMEX黄金期货涨0.02%，报4341.90美元/盎司。现货白银涨1.4%， 报72.6624美元/盎司；COMEX白银期货涨2.35%，报72.27美元/盎司。 欧洲三大股指收盘小幅上涨，德国DAX指数涨0.13%报24521.49点，法国CAC40指数涨0.56%报8195.21点，英 国富时100指数涨0.2%报9951.14点。 2元旦假期首日全社会跨区域人员流动量超2亿人次 1月2日，记者从交通运输部获 ...

Group 1 - The U.S. stock market opened higher but turned negative, with the Nasdaq initially rising over 1% before declining [1] - Semiconductor stocks in the U.S. saw significant gains, with the Philadelphia Semiconductor Index rising over 4.5%, including major players like Nvidia, Intel, and ASML [1] - Tesla's stock price dropped nearly 1.8% after reporting a fourth-quarter delivery of 418,227 vehicles, a year-on-year decline of 16%, and an annual delivery of 1.64 million vehicles, down over 8% [1] Group 2 - Chinese concept stocks surged, with the Nasdaq Golden Dragon China Index rising nearly 4%, and notable increases in stocks such as Baidu (up over 12%) and iQIYI (up over 9%) [3] - The Hong Kong stock market experienced a strong opening, with the Hang Seng Index rising 2.76% and the Hang Seng Technology Index up 4.0%, driven by sectors like AI, semiconductors, and consumer electronics [5] - The offshore RMB exchange rate against the U.S. dollar strengthened, surpassing 6.97, marking a new high since May 2023 [5]

Core Insights - The UAE's used electric vehicle registration is projected to increase by 41% in 2025 [1] - Dubai has registered over 40,000 electric vehicles, indicating significant market penetration [1] - Abu Dhabi's charging activity has seen a year-on-year growth of 60%, reflecting an expanding infrastructure [1] Industry Developments - The rapid development of unified charging prices and infrastructure is laying the groundwork for the widespread adoption of electric vehicles [1]

Market Overview - The Hong Kong stock market opened positively in 2026, with the index breaking through the 26,000-point mark and closing up by 2.76% [1] - The offshore RMB strengthened, surpassing 6.97 against the USD, reaching a new high since May 2023 [1] - Aluminum prices hit $3,000, the highest since 2022, driven by supply tightening and long-term demand expectations [1] Technology Sector - Baidu announced that Kunlun Chip has submitted a listing application to the Hong Kong Stock Exchange, aiming for a valuation between $3 billion and $11 billion for Baidu's 59% stake [2] - Baidu's stock rose over 9%, positively impacting other tech giants like Alibaba and Tencent, which also saw gains of over 4% [2] Semiconductor Industry - Wall Street's first GPU stock, Birun Technology, saw a subscription rate of 1,583.50 times, with an opening price of HKD 35.7, reflecting an 82% premium [3] - Semiconductor stocks like TSMC and Hua Hong Semiconductor also experienced gains, with Hua Hong's stock rising over 9% [3] Aerospace Sector - The commercial aerospace sector saw a surge, with Blue Arrow Aerospace's IPO application accepted, leading to a stock price increase of over 20% for Goldwind Technology [4] Satellite Industry - SpaceX announced a reduction in the orbital height of thousands of Starlink satellites to mitigate collision risks, leading to significant stock increases for Chinese satellite companies [5] - Companies like China Technology Group and Asia Pacific Satellite saw stock increases of nearly 43% and over 34%, respectively [5] Renewable Energy - Skyworth Group's stock rose over 10% following the signing of a 10MW distributed solar power project in Italy, marking significant progress in the European market [6] - The Chinese government is enhancing regulatory measures in the solar industry to ensure fair competition and sustainable development [6] Consumer Electronics - The home appliance sector saw a boost, with major companies like Midea and Haier rising over 4% due to positive market sentiment [7] Automotive Industry - Chinese brands captured a record 12.8% market share in the European electric vehicle market, with significant sales growth reported by companies like BYD and Geely [8] - New energy vehicle sales in Europe doubled compared to the previous year, indicating strong demand for Chinese automotive brands [8] Aluminum Industry - China Aluminum's stock is expected to benefit from rising aluminum prices, which have reached a new high, with a projected revenue increase due to strong demand from the electric vehicle and solar sectors [10][11] - The company reported a 90.31% year-on-year increase in net profit for Q3 2025, driven by cost control and resource optimization [11]

火灾原因分析： 本文转自【新华社】； 2025年12月31日，云南消防政务网发布《昆明市呈贡区乌龙街道海湖路1156号B-01商铺"4·12"较大火灾 事故调查报告》。 2025年4月12日，昆明市呈贡区乌龙街道海湖路1156号B-01商铺（呈贡吉祥摩托车配件经营部）发生较 大火灾事故，造成8人死亡，火灾直接经济损失53.04万元。 调查认定：昆明市呈贡区乌龙街道海湖路1156号B-01商铺"4·12"火灾是一起因电动自行车入户充电，涉 事商铺违规住人，违规使用和改装超标电动自行车，违规改装蓄电池，蓄电池短路起火，有关部门、单 位职责落实不到位导致的非生产经营性的较大火灾事故。 事故直接原因：严某停放在吉祥摩托车配件经营部一层距南墙1.55米、距东门0.35米处充电的建摩牌电 动自行车擅自改装的锂离子蓄电池（"国轩高科JTM黄金锂电"）发生短路，引燃车体及周围电动车、车 辆配件、沙发等可燃物，蔓延扩大成灾。 事故涉及的相关人员对擅自改装电动自行车的危害性、室内充电的危险性以及在商铺内违规住人可能存 在的火灾风险和逃生难度缺乏基本认识。在火灾发生时，起火建筑内有1名老人、3名妇女和4名儿童， 自救和逃生能力相对 ...