Group 1 - The founder of Zhong Xue Gao, Lin Sheng, won a lawsuit regarding a maliciously edited interview, affirming that he never made the statement "buy it or not" [1] - A report by Deloitte indicates that over 63% of Chinese consumers plan to spend over 300,000 yuan on their next vehicle, with fuel vehicles remaining the preferred choice at 41% [2][3] - ByteDance has raised its option price from $200.41 to $226.07, marking a nearly 13% increase since last August and over a fourfold increase since 2019 [2] Group 2 - McDonald's is facing consumer complaints about shrinking burger sizes, with customers sharing comparisons on social media [2] - The Yanran Angel Children's Hospital is negotiating with landlords over rent debts, claiming that the actual owed amount is due to a rent increase since 2020 [7] - Pinduoduo is testing a new "Billion Supermarket" feature within its app, focusing on low-price strategies to attract price-sensitive consumers [6] Group 3 - Meta Platforms plans to cut about 10% of jobs in its Reality Labs department to shift resources towards artificial intelligence [11] - The U.S. government has approved Nvidia to export its H200 AI chips to China, with a 25% fee on the transactions [12] - Liftoff Mobile, Inc. has filed for an IPO with the SEC, planning to list on the Nasdaq [13]

转自：北京日报客户端 2026年伊始，美国对委内瑞拉发动了军事打击。世界面临的历史性时刻离不开特朗普总统的参与。笔者 近日走访了中国的两座城市，它们处于中美两个超级大国竞争的最前沿。 如今，成都已站在了中国政府打造强大供应链战略的核心位置。 在成都北部，全球领先的液晶面板制造商京东方科技集团正在建设一座新工厂，计划于2026年投产。该 公司的目标是超越韩国同行，成为有机发光二极管（OLED）领域的全球领军者。 四川省也是宁德时代新能源科技股份有限公司的生产基地所在地，该公司在全球电动汽车动力电池市场 占有近40%的份额。 去年11月，我来到了中国人工智能初创企业深度求索（Deepseek）的总部所在地杭州市，该公司在2025 年推出的应用令世界惊叹。 在深度求索公司的总部，整栋写字楼和大厅里都找不到任何标识或标志，更别提公司的名字了。 去年1月，Deepseek发布了一种生成式人工智能模型，其性能足以与美国的ChatGPT相媲美，而且没有 使用英伟达芯片。美国禁止向中国出口此类半导体产品。Deepseek因此名声大噪。 该公司创始人梁文锋出生于1985年。尽管他被英国科学期刊《自然》杂志评为2025年度科技领 ...

开栏语： 战鼓催征急，开局定胜局！2026年新年刚启，南湖区万马奔腾以"起跑即冲刺"的昂扬姿态，全面打响招 大引强、项目攻坚、一线破难冲锋战！全区上下闻令而动，从早从紧抓落实，全力推动"十五五"开好 局、起好步。 《嘉兴日报·南湖新闻》、南湖发布、读嘉新闻客户端联合推出《速度南湖》专栏，全景展现南湖争分 夺秒抢进度的奋斗图景，看南湖如何以雷霆之势跑出"加速度"，以钉钉子精神拼出"新高度"，为"建强 主城区、提升首位度"注入澎湃动能！ ■记者 徐梦倩 通讯员 卫亦欣 （来源：嘉兴日报） 转自：嘉兴日报 "目前地下室80%已经出地面，比原计划提前两个多月！3号、4号楼也即将结顶……"项目现场施工管理 员汪海林指着初具雏形的建筑群，语气中满是干劲。 1月13日的嘉兴，气温逆势回升，暖意渐显，在南湖区广益路与新大路交叉口东南侧的汇智之环项目现 场，更是一派热气腾腾的繁忙景象。 塔吊长臂挥舞，工程车辆往来穿梭，近500名工人分布在各个作业面，钢筋绑扎的敲击声、机械运转的 轰鸣声交织成一曲激昂的建设乐章。作为嘉兴市首个人工智能产业带的第一个建设项目，位于南湖高新 区的汇智之环项目正快马加鞭与时间赛跑抓工期。 "抢出来"的 ...

1月9日，MiniMax港股挂牌首日，股价大涨109%。1月12日，公司股价再度上涨15.36%。1月13日，其股价调整， 回撤8.29%，收报365港元/股，但仍较发行价上涨了200港元/股。 大幅亏损主要源于"入不敷出"。2025年前三季度，公司研发投入12.63亿元。 MiniMax最新市值达1129亿港元(折合人民币约1009亿元)，公司创始人闫俊杰持股财富约258亿元。 MiniMax尚未实现盈利。2025年前三季度，公司实现营业收入3.75亿元，净利润亏损35.89亿元。初步估算，近三 年，公司将累计亏损超过90亿元。 成立仅四年，中国大模型公司MiniMax(上海稀宇科技，00100.HK)敲开了港交所大门，收获了千亿市值。 本次IPO，MiniMax成功募资55.40亿港元。公司表示，所募资金将用于公司未来五年研发、补充营运资金等。 市值1129亿港元远超智谱 MiniMax受到了资金追捧。 1月9日，MiniMax紧追同为"AI六小虎"的智谱，在港交所挂牌交易。当日，公司股价大涨109.09%，收报345港元/ 股。紧接着的1月12日，MiniMax的股价再度上涨15.36%，收报389港元 ...

Market News - US stock indices collectively declined, with the Dow Jones down 0.8%, Nasdaq down 0.1%, and S&P 500 down 0.19% [1] - Bank stocks fell broadly, with the KBW Bank Index down 1.3% and JPMorgan down 4.2% [1] - International oil prices rose significantly, with WTI crude up 2.61% at $61.05 per barrel and Brent crude up 2.44% at $65.43 per barrel [1] - International gold prices decreased, with spot gold down 0.26% at $4585.37 per ounce [1] - The Nasdaq Golden Dragon China Index fell 1.86%, with Pinduoduo down over 5% and NIO and Xpeng down over 3% [1] Industry Insights - The Sichuan Province's "14th Five-Year" basic surveying and mapping plan aims to enhance the Beidou satellite navigation system, improving service coverage and precision [3] - The Ministry of Industry and Information Technology released an action plan for the high-quality development of industrial internet platforms, targeting over 450 influential platforms by 2028 and a device connection number exceeding 1.2 million [4] - Jiangsu Province's "Artificial Intelligence +" action plan focuses on enhancing biopharmaceutical R&D capabilities and promoting AI applications in drug discovery and medical device manufacturing [6] Stock Movements - Jixin Technology announced a plan for a shareholder to reduce holdings by up to 969.03 million shares, representing 1% of total shares [7] - Zhang Yijie, a shareholder of Zhangyue Technology, plans to reduce holdings by up to 438.9 million shares, also 1% of total shares [7] - The controlling shareholder of Zhejiang Yongqiang plans to reduce holdings by up to 24.4 million shares, accounting for 1.13% of total shares [7]

更多精彩内容请关注格林大华期货官方微信 格林大华期货研究院 证监许可【2011】1288 号 2026 年 1 月 14 日 星期三 研究员： 于军礼 从业资格： F0247894 交易咨询资格：Z0000112 联系方式：yujunli@greendh.com | 板块 | 品种 | 多（空） | | | --- | --- | --- | --- | | | | | 【重要资讯】 | | | | | 1、三位前美联储主席以及在民主党和共和党政府中任职过的四位前美国财政部 | | | | | 长，强烈谴责美国司法部对现任美联储主席鲍威尔展开调查，称此举将削弱美联储 | | | | | 的独立性。声明同样由一批跨党派的前白宫经济顾问签署。 | | | | | 2、特朗普频繁表达对高法关税裁决结果的担忧。他表示，如果做出对美国不利的 | | | | | 关税裁决，美国将要面临实际金额数千亿美元的赔偿。这还不包括政府和相关公司 | | | | | 为避免支付关税而对建设工厂和设备进行投资所需的"偿还"金额。 | | | | | 3、芝商所发布通知，根据对市场波动性的正常审查，为确保充足的抵押品覆盖， | | | ...

来源：环球时报 新加坡《思想中国》1月12日文章，原题：中国是否已经解决了人工智能治理问题？ 在地缘政治背景 下，人工智能（AI）的发展常被描述为一场竞赛——比拼谁能打造出最顶尖的AI模型、最快实现部 署，并成功获取AI红利。但在追求更强AI能力的过程中，许多国家的政府仅获得算力资源，并不能自 动转化为更高的AI能力。原因并不令人意外。提升国家层面的AI能力充满挑战。负责落实政策的机构 往往面临相互冲突的制度性激励，而AI技术发展的速度又远超立法周期步伐。 最后，通过制度实现可预测性。AI的跨学科特性常导致国家AI议程责任分散，中国通过中央统筹和指 定牵头部委来缓解这种"碎片化"问题。可预测性对投资者和创新者都至关重要。清晰的职责划分、明确 的权责边界以及法律确定性，能有效降低监管不确定性，提升合规意愿和长期投资的可能性。 这并非意味着中国已"解决"AI治理问题，也不是说其模式应被其他国家全盘照搬。中国的经验表明，最 困难的问题不是构建AI本身，而是如何在长时间跨度内、在不同机构之间，实现大规模有效治理。AI 领域的真正挑战，在于各国政府能否建立起具备快速学习与适应能力的治理体系，以跟上其所要引导的 技术变革 ...

Core Viewpoint - The dominance of the "Big Seven" tech stocks in the US market is showing signs of weakening, as their performance has diverged, with only Alphabet and Nvidia outperforming the overall market in the past year [1][2][3] Group 1: Performance of the "Big Seven" - The "Big Seven" refers to Tesla, Nvidia, Microsoft, Amazon, Apple, Alphabet, and Meta, which collectively account for about one-third of the S&P 500 index [2] - In 2025, the "Big Seven" index rose by 25%, outperforming the S&P 500's 16% increase, primarily driven by Alphabet's 66% and Nvidia's 39% stock price increases [2] - The expected profit growth for the "Big Seven" stocks is about 18%, the lowest since 2022, only slightly above the 13% expected growth for the remaining 493 companies in the S&P 500 [3] Group 2: Diverging Company Prospects - Nvidia continues to see sales growth due to high demand for AI chips, despite concerns about competition and customer spending sustainability [2] - Microsoft is investing heavily in AI but is perceived to have slower profit growth [2] - Apple's cautious approach to AI investments has stabilized its position, but its high stock price is viewed as overvalued [2][3] Group 3: Shift in Market Focus - Investors are increasingly looking towards other components of the S&P 500 as profit growth slows and doubts about the returns from massive AI investments grow [3] - Year-to-date, the "Big Seven" index has only increased by 0.5%, while the S&P 500 has risen by 1.8% [3] Group 4: Rise of Asian Tech Stocks - Asian tech stocks are experiencing a strong rise, contrasting with the slowdown in US tech stocks, with expectations that they will outperform their US counterparts throughout the year [4] - The MSCI Asia Pacific Information Technology Index has outperformed the Nasdaq 100 Index by 33 percentage points this year [4] - Major players in the Asian tech sector, such as Samsung and various Chinese AI companies, are showing significant growth and market confidence [4][6][7] Group 5: Future Outlook for Chinese Tech Giants - The Chinese tech sector is gaining attention, with predictions that the "Big Eight" Chinese tech companies could surpass the "Big Seven" US tech companies in profit growth by 2026 [6][7] - Recent IPOs of Chinese AI companies have boosted market confidence, with significant stock price increases observed [7]

【环球时报报道 记者 苑基荣】由亿万富翁穆克什·安巴尼领导的印度石油电信巨头信实工业于1月11日 宣布，将推出首个印度本土人工智能（AI）平台。安巴尼表示，"该平台将使每个公民都能负担得起人 工智能"，从古吉拉特邦开始，每个印度人都能用自己的语言在设备上访问人工智能服务，进而提高他 们的效率和生产力。 去年10月，信实工业宣布与Meta斥资1亿美元成立合资公司REIL，信实持股70%，Meta持股30%。安巴 尼当时声称新公司"将通过Meta最广泛采用的Llama开源模型与信实的深厚行业专业知识相结合，为每 个印度组织提供负担得起的企业级AI。"此外，由于印度在净数据中心容量方面仍处于供不应求的状 态，该公司还宣布与谷歌合作共同建设专门服务于公司的大规模数据中心。 这种路径被印媒批评为"效仿印度IT服务行业的成功模式"。《印度时报》分析称，如果印度只是简单地 引进基础模型，然后在上面构建一些薄薄的应用层，那么核心价值就会流失。印度《经济时报》也指 出，人工智能并非像移动通信或云计算那样的又一项技术，而是计算能力的根本性变革。它是塑造全球 经济、技术和地缘政治格局的新兴力量。"如果仅将其视为一种战术性的商业机会 ...

Core Viewpoint - The report highlights the achievements and future plans of Shijingshan District in Beijing, emphasizing urban renewal, economic growth, and social welfare improvements as part of the 14th Five-Year Plan and the upcoming 15th Five-Year Plan [1][9][19] Economic Development - The district's GDP is projected to reach 137 billion yuan, with fixed asset investment exceeding 50 billion yuan for the first time [3] - A total of 42 annual tasks were completed, and 12 key municipal projects were initiated [3] - Consumption initiatives led to the opening of 25 new stores and the issuance of 38 million yuan in consumption vouchers, stimulating over 2.7 billion yuan in consumer spending [3] Urban Renewal - The district completed 48 tasks in the latest urban renewal initiative, including the approval of historical and cultural preservation plans [4] - Significant infrastructure projects include the completion of the Apple Garden transportation hub and the opening of 89 old community areas for renovation [4] Industrial Development - The establishment of new research centers and technology hubs is expected to enhance the modern industrial system, with projected revenue growth of 18% in the digital economy sector [5] - The district aims to strengthen its position in artificial intelligence, financial services, and virtual reality industries, with expected revenues of 420 billion yuan from AI and 280 billion yuan from the sci-fi gaming sector [5] Cultural and Environmental Initiatives - Over 10,000 cultural events were held, benefiting more than 3 million people, and the cultural industry is expected to grow by 20% [6] - Environmental quality improved significantly, with 319 days of good air quality recorded [6] Social Welfare - The district has implemented 46 social welfare projects, creating over 32,000 jobs and increasing housing availability with 1,336 new affordable housing units [7] - Educational facilities were expanded, adding 2,070 new school places and enhancing elderly care services [7] Future Planning - The 15th Five-Year Plan aims to enhance urban functions, economic strength, and social governance, with a focus on sustainable development and improved living standards [10][12] - Key projects include the construction of a new exhibition town and the promotion of digital and green consumption [15][16]