记者丨黎雨桐 编辑丨曾静娇 美东时间周一，美国三大股指全线收涨，道指深夜狂飙近600点，最终收涨逾1%报48977.18点，再创历史新高；芯片股表现亮眼，中概股多数 上涨，脑再生科技表现强劲，收盘涨幅达31%；受地缘政治局势影响，国际油价、金价银价继续走强。 | 美股指数 它 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 48977.18 | 23395.82 | 6902.05 | | +594.79 +1.23% +160.19 +0.69% | | +43.58 +0.64% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 7898.24 | 25578.25 | 6943.50 | | +38.60 +0.49% +193.00 +0.76% +43.00 +0.62% | | | 大型科技股涨跌互现，万得美国科技七巨头指数上涨0.41%。个股方面，特斯拉涨超3%，亚马逊涨近3%，脸书涨超1%，谷歌涨0.44%，苹果 跌超1%，英伟达跌0.39%，微软跌0.02%。 | 名称 | 现价 | 涨跌幅 | ▶ | | --- | ...

Market Overview - The three major indices closed higher, with the Dow Jones reaching an intraday record high of 49,209.95 points [1] - The US stock market started the first full trading week of 2026 positively, led by technology and energy stocks [1] - Despite geopolitical risks following the removal of Venezuelan President Maduro, traders showed little concern [1] Economic Indicators - The ISM manufacturing index for December recorded 47.9, indicating the largest contraction since 2024, with the index below 50 for ten consecutive months [6] - The report suggests that many companies are relying on existing inventory to meet weak demand, although a decrease in customer inventory may signal potential order and production increases in the coming months [6] Commodity Market - Gold prices rose over 2.6% to $4,449.02, with an intraday high of $4,455 [5] - Copper prices surpassed $13,000 per ton due to a strike at a Chilean copper mine, raising supply concerns [5] - The US is expected to face a copper supply shortfall of 300,000 to 400,000 tons in 2026, with demand projected to grow by about 3% [5] Cryptocurrency - Bitcoin surpassed $94,000, gaining over 2.8%, while Ethereum rose over 2.9% to $3,237.8 [4] Company News - Tesla's CEO Elon Musk announced that Neuralink will begin large-scale production of its brain-machine interface devices in 2026, aimed at helping patients with paralysis and neurological diseases [8] - Qualcomm is expanding its PC chip offerings with the new X2Plus processor, targeting the mid-range laptop market [10] - Chevron (CVX.US) saw a 5.2% increase, nearing a new high, while Tesla (TSLA.US) rose by 3% [2]

金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上昨夜今晨的财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及 政策更新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 银价狂飙引分析师警惕，投资者需防流动性枯竭风险 随着银价触及数十年高位，资深矿业分析师乔·马祖达尔对投资者狂热情绪敲响警钟，尤其针对初级矿 业公司。他指出，众多白银股在缺乏基本面支撑下上涨，投资者热情已盖过尽职调查。一旦价格逆转， 热情消散，抛售时将出现流动性问题。尽管白银基本面上涨动力仍在，但近期行业融资活动激增，呈 现"周期晚期"特征。 详情>> 2026年资本市场关键制度持续升级，改革全面深化可期 2026年开年，一系列资本市场关键制度不断升级。市场人士预期，今年资本市场改革将进一步全面深 化，包括服务新质生产力、助力长钱长投、全链条织密投保"安全网"等改革有望加快推进。具体措施将 聚焦提升对科技创新企业支持、深化投融资综合改革、提升投资者保护质效等方面。 详情>> 1月5日晚间，美股三大指数高开高走，道指首次突破49000点。投资者认为委内瑞拉事件对市场风 ...

专题：2026年度国际消费电子展(CES) 高通正在构建全面的机器人生态系统，已与Figure AI、Booster、VinMotion、Kuka Robotics等多家机器 人制造商展开合作。其中Figure AI这家备受瞩目的美国初创公司将使用Dragonwing IQ10开发下一代人 形机器人，而越南VinMotion的Motion 2人形机器人已搭载前代IQ9芯片在展会上展示。 该架构支持视觉-语言-动作模型（VLA）和视觉-语言模型（VLM）等端到端AI模型，能实现高级感 知、运动规划和人机交互功能，高通称这标志着机器人从原型阶段向实际商业部署的重要跨越。 高通在汽车领域的布局同样引人注目，其Snapdragon Cockpit Elite平台已成为高端电动车的事实标准。 该平台采用定制Oryon CPU架构，在功耗和连接性上优于英伟达和英特尔的竞争方案，已获得通用、 BMWYY>宝马、现代、法拉利等几乎所有主要汽车制造商的采用，汽车业务营收管线超过450亿美 元。高通正在与库卡机器人公司洽谈下一代机器人解决方案，展示其从移动、PC到汽车、机器人的全 方位布局野心。 责任编辑：李桐 新浪科技讯，高通 ...

Market Performance - The Dow Jones Industrial Average (DJIA) surged nearly 700 points, breaking the 49,000 mark for the first time, marking a new high for the index [2] - The Nasdaq index rose by nearly 1%, while the S&P 500 index increased by approximately 0.7% [2] - Investor sentiment remained strong despite geopolitical risks stemming from the situation in Venezuela [3] Sector Highlights - Technology stocks continued to attract significant investor interest, with chip stocks leading the gains [5] - ASML's stock reached a record high with an intraday increase of over 5%, while TSMC's stock also saw a substantial rise following a 35% target price increase by Goldman Sachs analysts [5] - The energy sector performed well, with major U.S. oil companies collectively rising, including Chevron, which increased by 4.4% due to proposals for revitalizing Venezuela's oil and gas industry [5] Venezuela's Debt Market - Venezuelan government and state oil company PdVSA's international bonds collectively strengthened as investors speculated that the capture of President Maduro would clear the way for sovereign debt restructuring [9] - A 2031 maturity Venezuelan government dollar bond price rose from 34 cents to 40 cents on the dollar [9][10] - A 2027 maturity PdVSA dollar bond price increased from 28 cents to 30 cents [10] Leadership Transition Speculation - Analysts suggest that the ideal outcome for international bondholders would be for Maduro's vice president, Delcy Rodriguez, to assume leadership with U.S. support, which could benefit the Venezuelan oil and gas sector and its creditors [13]

Market Performance - The Dow Jones Industrial Average surged nearly 700 points, breaking the 49,000 mark for the first time, marking a new high for the index [1] - The Nasdaq index rose by nearly 1%, while the S&P 500 index increased by approximately 0.7% [1] Geopolitical Impact - Despite concerns over geopolitical risks following the ousting of Venezuelan President Maduro, the market showed resilience, particularly in technology stocks [2][5] - The energy sector performed strongly, with major U.S. oil companies seeing gains, such as Chevron rising by 4.4% due to proposals for revitalizing Venezuela's oil and gas industry [5] Technology Sector - Chip stocks led the market rally, with ASML shares hitting a record high, increasing by over 5%, and TSMC shares also rising significantly after a 35% target price increase by Goldman Sachs analysts [3] Venezuelan Bonds - Venezuelan government and state oil company PdVSA's international bonds saw a collective price increase as investors speculated that the U.S. government's actions against Maduro would facilitate debt restructuring [6] - A 2031 maturity Venezuelan government dollar bond price rose from 34 cents to 40 cents on the dollar, while a 2027 maturity PdVSA dollar bond increased from 28 cents to 30 cents [9] Future Outlook - Analysts suggest that the ideal scenario for international bondholders would be for Maduro's vice president, Delcy Rodriguez, to assume leadership with U.S. support, which could lead to a recovery in Venezuela's oil and gas sector benefiting creditors [12]

【导读】道指首次突破49000点 中国基金报记者 泰勒 兄弟姐妹们啊，今晚的美股，暴涨再创新高！ 美股新高 1月5日晚间，美股三大指数高开高走，道琼斯指数涨近700点， 首次突破49000点创下新高。 纳斯达克指数涨近1%，标普500指 数涨约0.7%。投资者认为委内瑞拉事件对市场风险有限。 尽管委内瑞拉总统马杜罗被赶下台引发地缘政治风险担忧，但市场对科技股的追捧依旧火热；与此同时，黄金和白银也同步走 高， 黄金升破每盎司4400美元，白银暴涨5%。 芯片股领涨， 阿斯麦股价刷新记录新高，日内涨幅超5%， 台积电股价大涨，此前高盛分析师将其目标价上调了35%。 | 了 筛选 | 最新价 = | 涨跌幅 = □' | | --- | --- | --- | | 阿斯麦 | 1228.00 | +5.52% | | US ASML | | | | 安谋 | 119.95 | +4.55% | | us ARM | | | | 特斯拉 | 454.86 | +3.83% | | US TSLA | | | | 高通 | 177.44 | +2.58% | | us QCOM | | | | 亚马逊 | 232.05 ...

2026年的首个交易日A股三大指数集体"开门红"，沪指更是创33年以来最长连阳纪录，再度踏上4000 点。过去的一年，A股实现了重要指数与上市公司质量的双提升，慢牛格局愈发清晰，投资者获得感明 显更足。 日成交量常态化维持在1.5万亿元以上，是A股慢牛行情的又一个显著特征。如此规模的成交量，一方面 说明市场参与者活跃、资金充裕；另一方面也反映出市场投机氛围大幅降低。 监管层在保持市场活跃度的同时，也在持续完善交易监管，严厉打击市场操纵、内幕交易等违法违规行 为，维护公平交易环境，为A股的慢牛行情提供了重要保障。 资金是慢牛行情的"活水"。除了日成交量稳定维持在高位，市场的资金不仅来源多元化，而且耐心资本 占比更高。养老金、保险资金等中长期资金入市比例提高，强化了市场的"压舱石"效应。此外，越来越 多的外资将A股视为全球资产配置的重要一环，中国资产在全球资本市场中的竞争力越来越强。 A股重返4000点，不仅仅是简单的点位回归，更是市场生态和投资理念革新后的实践证明。A股的"慢 牛"人设已经立住，这一次，"慢牛"不是口号，而是正在发生的现实。 A股市场最可喜的变化不仅是主要指数的稳步上行，还有上市公司整体质量的显 ...

Core Viewpoint - The trading activity of Cambrian-U on January 5 indicates significant market interest, with notable trading volumes and net inflows, reflecting positive investor sentiment towards the stock [2] Trading Activity Summary - On January 5, Cambrian-U recorded 2 block trades totaling 0.75 million shares, with a transaction value of 10.425 million yuan at a price of 1390.00 yuan per share [2] - Over the past three months, the stock has seen 12 block trades with a cumulative transaction value of 136 million yuan [2] Stock Performance Summary - Cambrian-U closed at 1390.00 yuan, marking a 2.54% increase, with a daily turnover rate of 1.57% and a total trading volume of 9.039 billion yuan [2] - The stock experienced a net inflow of 590 million yuan from major funds, with a cumulative increase of 5.35% over the past five days and a total net inflow of 1.845 billion yuan during the same period [2] Margin Trading Data - The latest margin financing balance for Cambrian-U stands at 15.021 billion yuan, reflecting a decrease of 444 million yuan, or 2.87%, over the past five days [2]

智通财经APP获悉，周一，芯片股开盘集体上涨，阿斯麦(ASML.US)涨超5%，英特尔(INTC.US)涨超 4%，台积电(TSM.US)涨超3%再创历史新高，美国超微公司(AMD.US)涨近3%，英伟达(NVDA.US)涨超 2%。消息面上，1月5日，台积电股价一度飙升6.9%，创下去年4月以来最大单日涨幅，股价亦创新高， 推动台股加权指数突破30000点关口。这一涨势发生在高盛将该公司目标价上调35%至新台币2330元之 后，进一步强化了市场对人工智能相关需求长期增长的信心。 ...