1月15日，在全球企业比特币化（Bitcoinization）的浪潮中，MetaPlanet 的财务策略再次吸引了投资者的 目光。Moneta Markets外汇表示，随着该公司股价在周三强劲反弹 15% 并触及 605 日元，其距离重启融 资计划仅有约 5% 的溢价空间。这种独特的"股权换比特币"模式，在市场回暖背景下正释放出强烈的扩 张信号。Moneta Markets外汇认为，一旦股价攻克关键的技术触发位，MetaPlanet 将重新开启资金闸 门，为其雄心勃勃的加密资产储备计划提供弹药。 从财务模型的事实数据表示，MetaPlanet 目前的企业价值与资产净值倍数（mNAV）已由前期的低位回 升至 1.36，这是自去年 10 月以来的最高溢价水平。Moneta Markets外汇分析认为，这一倍数的转正至 关重要，因为它意味着后续的股票增发将从"稀释性融资"转变为"增值性融资"。目前该公司资产负债表 1月15日，在全球企业比特币化（Bitcoinization）的浪潮中，MetaPlanet 的财务策略再次吸引了投资者的 目光。Moneta Markets外汇表示，随着该公司股价在周三强劲反弹 15% ...

以下文章来源于格隆汇交易学苑 ，作者格隆汇小编 格隆汇交易学苑 . 以基本面为基础，专注于趋势交易 上周末，谷歌在美国零售联合会大会上正式推出了通用商业协议（ UCP ）。 这是一项旨在标准化 AI 代理与零售商之间交互的开源协议，首批参与者涵盖了行业内多个维 度的巨头，包括电商独立站平台 Shopify ，大型综合零售商 Walmart 、 Target ，以及金融 支付巨头 Visa 、 Strip 等公司。 UCP 为 AI 购物代理提供了统一的商品发现、下单、支付和售后标准，使不同平台和商家能够 被通用 Agent 调用。 它将用户决策入口从单个平台转移到 AIAgent ，从产品发现、比价、推荐，到结账、支付、 售后处理，全流程自动化处理，消费者可以通过自然语言直接完成购物。 要聊 UCP ，就必须先复盘一下此前 OpenAI 引起的那波波澜。 2025 年 9 月， OpenAI 联手 Stripe 和 Shopify 推出了 ACP （代理商贸协议）。 那时，我们第一次认识到 AI 代理在 ChatGPT 内部直接完成下单。那是一个惊艳的"样板 间"：它证明了 AI 不仅能陪聊，还能真的替你把卡 ...

内容提要 自2014年以来，我国数字货币研究历经了从初步探索到深入探究的转变，数字货币逐步成为金融科技创新的重要领域。国内学者通过模型分析、实证研究等 方法探讨了数字货币对宏观经济、金融市场的影响机制，深入研究了数字货币在支付、跨境汇款和供应链管理等领域的应用场景和市场潜力。尽管过去十年 我国在数字货币领域取得了丰富的研究成果，但如何建立有效的法律法规和监管体系以保障市场的健康发展？数字货币对社会文化、伦理道德等方面的冲击 和影响如何？这些问题需要引起学者们的更多关注。 一、数字货币概念与基础理论研究 二、央行数字货币起源研究 （一）央行数字货币的缘起与演进 （一）数字货币的概念 数字货币通常被认为是不受特定中央机构控制的数字化货币，其发行和管理主要依赖于特定的算法和网络共识机制。有学者（程雪军，2023）从技术角度出 发，认为数字货币可被视为基于区块链等数字技术的创新产物；从经济角度出发，数字货币被看作是货币体系的创新和演变。有学者（王玉，2022）认为数 字货币是电子货币形式的替代货币，按照发行主体分为中央银行数字货币和私人数字货币，前者由中央银行发行，即法定数字货币；后者并非由央行发行， 但能进行网络经 ...

Group 1 - The forum focused on "Investing in Shenzhen, Going Global to Europe," discussing strategic emerging industries such as new energy, fintech, life health, cultural tourism, and digital economy [1][18] - The trade volume between China and Europe reached $749.34 billion from January to November 2025, marking a 4.6% year-on-year increase, indicating a deep symbiotic relationship with nearly $1.5 million in trade every minute [3][20] - Shenzhen is becoming a key hub for China-Europe cooperation, with the Shenzhen-Europe freight train service increasing by 49.6% year-on-year, reflecting the tight connection between "Shenzhen manufacturing" and the European market [3][20] Group 2 - The cooperation between China and Europe has evolved beyond simple transactions to a new stage of technological exchange and industrial chain collaboration, creating significant economic increments [5][22] - The former Chairman of the European Council emphasized the deep economic interests between the EU and China in AI, new energy, and sustainable technologies, advocating for a regular dialogue mechanism to break down barriers [5][23] - Shenzhen's import and export value with the EU reached 589.35 billion yuan, a 4.7% increase, with exports of lithium batteries, electric vehicles, and photovoltaic products surging by 31.2% [5][22] Group 3 - The South District of Shenzhen has established a systematic support platform for enterprises going global, gathering over 324 core service providers to assist 227 companies in their international ventures [7][25] - The founder of Fuyao Glass called on entrepreneurs to take proactive responsibility and emphasized the importance of integrating into local cultures and communities when expanding internationally [10][27] - The forum highlighted the potential for cooperation in new energy, fintech, and cultural tourism, with a focus on the complementary strengths of China and Europe [11][28] Group 4 - Compliance capabilities are deemed essential for entering the European market, with complex legal frameworks such as GDPR and CBAM posing higher requirements for Chinese enterprises [14][33] - Experts noted that compliance is not merely a cost but a passport to the future, urging companies to establish compliance systems early [14][33] - The potential for collaboration in green standards and carbon footprint accounting was highlighted, emphasizing the importance of sustainability in international business [14][33] Group 5 - The forum concluded with a focus on deepening connections in industry, technology, regulations, and talent between Shenzhen and Europe, marking a shift from mere trade to an integrated innovation system [17][34] - The event served as a guiding compass for Chinese and European enterprises, injecting wisdom and momentum into the global economic recovery [17][34]

西部证券指出，港股科技板块2025年相对滞涨，具备高赔率空间，2026年有望迎来"戴维斯三击"，成为 弹性最大的方向之一。此外，港股红利因险资投资免税优势继续跑赢A股红利，创新药和新消费则延续 结构性行情。中国经济2026年或走出盈利圆弧底弱修复，若叠加大规模化债政策，可能迎来强修复，进 一步支撑港股表现。 资金流向方面，截至1月14日，该ETF连续3日获资金净流入，累计"吸金"超2000万元，近20日累计获资 金净流入超3亿元。 港股科技ETF天弘（159128）紧密跟踪港股通科技指数，成分股均属于沪深港通标的，不受QDII额度的 限制，可T+0交易，该ETF还配备了场外基金联接A（024885）联接C（024886）。 消息面上，据21世纪经济报道，1月15日上午9时许，2记者留意到最新版千问APP已支持AI点外卖、订 机票、定酒店等落地功能。记者实测发现，用户需要下载最新版千问APP，在应用左下角选择"我 的"-"应用授权管理"，打开"淘宝、淘宝闪购、飞猪、支付宝、支付宝AI付"等授权，即可在千问调用相 应权限，以自然语言要求千问完成点外卖、订机票、定酒店等任务。 1月15日，港股市场低开，国证港股通科 ...

除了 Apple Wallet 是目前支持范围最广、界面最友好的「交通卡」app 之外，真正用 Apple Pay 付钱买东西的场景其实屈指可数。 被很多人忽视的是：在国内，Apple Pay 实际上是可以在绝大多数有 POS 机的地方刷卡的。只不过我们太过于习惯扫码，连带着实体卡一起把 Apple Pay 给忘了而已。 外付 回想一下，你上一次用 Apple Pay 买东西（刷交通卡不算）是在什么时候？国内还是国外？ ▲ 图｜USA Today Apple Pay，以及它紧密关联的 Apple Wallet 服务，自 2016 年国区上线以来已经走过了十年的漫长道路。从时间上说，甚至没有比支付宝与微信支付当年 的「移动支付大战」晚多少。 然而与支付宝与微信的一路发展壮大不同，Apple Pay 在国内的接受程度始终比较有限—— 国卡 ▲ 2016 年，我们用 Apple Pay 买了 6 份麦当劳 为什么入局不算晚、方式无感且先进的 Apple Pay 在国内推不开呢？原因其实和它背后关联的银行卡组织——也就是大家都熟悉的银联（UnionPay）有着 千丝万缕的关系。 过去十年，国区 Apple ID 的钱 ...

Company Developments - Ctrip Group is under investigation by the State Administration for Market Regulation for suspected monopolistic behavior due to abuse of market dominance. Ctrip has stated it will cooperate with the investigation and comply with regulatory requirements to foster a sustainable market environment [6] - The China Securities Regulatory Commission reported that the Zhejiang Securities Regulatory Bureau is investigating Sunflower's restructuring plan for misleading statements [7] - Zhipu AI has collaborated with Huawei to open-source the first domestic chip training multimodal SOTA model [8] - Alibaba will hold a press conference on January 15 at 10 AM to showcase how AI will "open the era of handling affairs" [9] - Haige Communication, which has seen a surge in stock prices, is expected to report a negative net profit for 2025 [10] - Lens Technology has been confirmed as a core supplier for a leading North American robotics client, with head modules passing client certification [10] - Zhuoyi Information may apply for a trading suspension if its stock price continues to rise abnormally [11] - Shuangwei New Materials will also consider applying for a trading suspension if its stock price further increases [12] Industry Developments - The Ministry of Commerce reported that China has been promoting high-quality development in e-commerce, maintaining its position as the world's largest online retail market for 13 consecutive years [3] - The Ministry of Finance held a video conference to promote a package of policies aimed at coordinating finance and fiscal measures to boost domestic demand, emphasizing the need for streamlined processes and effective policy implementation [3] - The Ministry of Industry and Information Technology, along with other agencies, held a meeting to address the need to resist disorderly "price wars" in the new energy vehicle industry and to promote a fair competitive market order [3] - The National Medical Insurance Administration announced the results of the sixth batch of high-value medical consumables procurement, which includes 12 types of medical consumables from 202 companies [2]

Group 1: New Characteristics of Chinese Enterprises Going Abroad - Since 2018, Chinese enterprises have formed a new wave of going abroad characterized by unprecedented diversity in participants, including large corporations, small and medium-sized enterprises, and individual entrepreneurs, with destinations spanning across continents [1][2] - The industries involved in this wave are comprehensive, including both low-end and high-end sectors such as new energy vehicles and fintech, as well as manufacturing and service industries like telecommunications and food and beverage [2][3] - The scale of going abroad is substantial, with a large number of enterprises and significant investment, which can rapidly enhance the industrial levels of many smaller and developing economies [3] Group 2: Impact and Trends of Chinese Enterprises Going Abroad - The trend of Chinese enterprises going abroad is expected to significantly influence the global economic landscape, forming supply chains led by Chinese companies and promoting the internationalization of Chinese standards and rules [4][5] - Many developing countries are likely to achieve rapid industrial upgrades and infrastructure improvements, altering their competitive positions in regional and global economies [5] - Chinese enterprises are poised to become the main force in large-scale industrial transfers and cross-border investments in the coming period, marking a shift from the previous patterns of labor-intensive manufacturing transfers by developed countries [5][6] Group 3: Strategic Support for Enterprises Going Abroad - A comprehensive strategic support framework is necessary for enterprises going abroad, which includes innovative methods to protect their legal rights and asset security, as well as a reassessment of cross-border capital flows [8][9] - Regulatory and policy measures should be employed to guide and support Chinese enterprises in their international endeavors, ensuring compliance and sustainability while protecting their interests [9][10] - Financial services must be provided comprehensively to meet the diverse needs of both large and small enterprises going abroad, with a focus on creating a robust financial service ecosystem [12][15]

1月14日，银之杰（300085）发布公告，公司预计2025年度归母净利润为负值，公司2025年度经营业绩将出现亏损。这也是银之杰连续第五年出现亏损。 不过，截至1月14日收盘，公司的市值仍然高达333亿元。 银之杰一直被市场认为有重组预期，2024年9月，控股股东张学君、陈向军、李军向炒股软件创始人卓海杭转让7%股份，触发市场对其业务整合及借壳上 市的猜想。 令人关注的是，在公司业绩大幅下滑的背景下，创始人却多次减持套现，据不完全统计其套现金额近20亿元。 ↓↓↓ 参与方式 在深圳商报微信公众号每日推送的【任意 篇微信头条稿件】(下方留言) 商报君精选留言后,随机抽取当天任一头条的留言 点赞最高者 获得福利 + 颜色随机发放哦~ 留言点赞统计截至留言次日上午10:00 届时商报君将私信收集领奖地址。 数量有限, 抓紧时间! 值得关注的是，公司自2021年至2024年已连续四年亏损，其净利润分别为亏损2.83亿元、亏损1.22亿元、亏损1.17亿元和亏损1.29亿元。2025年前三季度， 银之杰实现收入5.47亿元，归母净利润-5940万元。 资料显示，深圳市银之杰科技股份有限公司成立于1998年10月，20 ...

Group 1 - The overall ETF market saw more gains than losses on January 14, with over half of the funds rising, particularly in technology sectors such as software, big data, fintech, and cloud computing, where several products increased by over 5% [1][2] - The total scale of cross-border ETF products has surpassed 1 trillion yuan, with the number of products reaching 207. More than 30% of cross-border ETFs experienced premium trading prices, with the highest premium rate for the Nasdaq Technology ETF at 19.36% [1][13] - The ETF market had a net inflow of approximately 5.66 billion yuan, an increase from 1.157 billion yuan on January 12. Stock ETFs remain the main attraction for capital, although there is a divergence in internal structure [1][7] Group 2 - Technology sector ETFs performed exceptionally well on January 14, with all top gainers being technology-related products, each rising over 5%. Several technology ETFs have seen gains exceeding 20% in the first eight trading days of the year [2] - The Software ETF (561010) topped the gainers list with a 6.34% increase and a premium rate of 2.19%. The fund tracks the CSI All-Share Software Development Index, which includes 117 constituent stocks, with 10 stocks rising over 10% [2][3] - The two ETFs tracking the CSI Big Data Industry Index also saw gains exceeding 6%, with notable increases in stocks like Tianyuan Dike (300047) and Yidian Tianxia (301171) [2] Group 3 - Several ETFs in the electric grid and banking sectors experienced significant declines on January 14, with the electric grid ETF (561380) dropping 5.81%, marking the largest decline of the day [4][5] - The banking sector ETFs also saw widespread declines, with three ETFs falling more than 1.6%, all tracking the CSI Banking Index, where 41 out of 42 constituent stocks declined [5][6] - The electric grid ETF (561380) had a notable increase in turnover rate, reaching 51.72%, indicating heightened trading activity despite the price drop [5] Group 4 - The net inflow of 5.66 billion yuan into the ETF market indicates strong interest in stock ETFs, particularly in sectors like media, satellite, and software, while some broad-based index ETFs faced net outflows [7][8] - The Media ETF (512980) alone attracted over 4 billion yuan in net inflows in just one trading day, highlighting the strong demand for sector-specific ETFs [7][8] - Non-equity ETFs, particularly money market funds, have seen significant net outflows, with two money market ETFs experiencing outflows exceeding 2 billion yuan each [9][10]