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]

*ST仁东公告称，公司股票交易价格在2026年1月12日至1月14日连续3个交易日收盘价格涨幅偏离值累 计超12%，属异常波动。公司核实，前期披露信息无更正补充，未发现媒体报道重大未公开信息，经营 及环境无重大变化，无重大资产重组事项，大股东无应披露未披露重大事项且未买卖公司股票。此外， 公司存在退市、支付牌照续展等风险。 ...

融资融券数据显示，该股最新（1月13日）两融余额为13.92亿元，其中，融资余额为13.88亿元，融券余 额为416.72万元。近5日融资余额合计减少2330.19万元，降幅为1.65%，融券余额合计减少13.57万元， 降幅3.15%。（数据宝） 拉卡拉1月14日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 深股通专用 | 27994.74 | 15802.54 | | 买二 | 国泰海通证券股份有限公司上海松江区中山东路证券营 | 21067.44 | 268.40 | | | 业部 | | | | 买三 | 开源证券股份有限公司西安西大街证券营业部 | 11213.26 | 35.75 | | 买四 | 开源证券股份有限公司西安高新成章路证券营业部 | 10679.92 | 9.62 | | 买五 | 机构专用 | 6737.53 | 3625.88 | | 卖一 | 深股通专用 | 27994.74 | 15802.54 | | 卖二 | 华泰证券股份有限公司南京 ...

Group 1 - The event titled "'15th Five-Year Plan' Huangpu Economic Vision Salon" focused on opportunities in AI, commercial aerospace, and optical modules, with participation from various stakeholders including listed companies and investment institutions [1] - The Huangpu District Committee of the China Democratic League emphasized its role in connecting with the economic sector and participating in urban governance during the critical five years of the "15th Five-Year Plan" [1] - The Huangpu District's economic layout includes a strategic plan of "One Belt, Two Cores, and Three Major Functional Areas," highlighting the development of six key industries: financial technology, commerce, scientific innovation, cultural tourism, professional services, and health services [1] Group 2 - Presentations by Yang Qinhai and Wu Gangxuan discussed themes of leveraging mergers and acquisitions and embracing technology, focusing on the development of industries such as artificial intelligence, commercial aerospace, robotics, and optical modules [2] - Attendees expressed optimism about the rapid development of new productive forces like AI applications and quantum technology, as well as the promising prospects for industries supported by national policies, such as commercial aerospace and biomedicine [2] - The salon aims to gather wisdom and resources from various sectors to enhance mutual understanding between Huangpu and capital markets, fostering a win-win scenario for economic development [2]

记者从香港特区财经事务及库务局获悉，香港特区政府与香港贸易发展局将于1月26日至27日举办第十 九届亚洲金融论坛(AFF)，并首次新增"全球产业峰会"(Global Business Summit)环节。论坛以"变局中协 力新局中多赢"为主题，预计将吸引3600多名来自60个国家及地区的参与者，其中逾八成为企业首席执 行官或高层决策者。论坛内容涵盖全球经济展望、资产与财富管理、绿色金融、可持续转型等热点议 题，并重点探讨金融如何更有效服务实体经济。 香港特区财经事务及库务局局长许正宇表示，"十五五"规划建议为香港带来重大机遇与新使命。香港必 将主动融入和服务国家发展大局，发挥独特优势，助力实体经济迈向高质量发展。 新增的全球产业峰会标志著论坛内容的重要升级。峰会集中探讨高增长潜力产业，包括人工智能与科 技、生物医药、机器人、新消费及绿色能源等范畴，通过主题演讲、专题讨论及项目配对，推动内地企 业"走出去"与国际企业"引进来"。 此外，论坛将设专区提供一对一项目撮合与投资交流，涵盖环境能源、金融科技、消费品、医疗科技等 重点行业。展览区也将呈现多个主题展，展示全球绿色金融解决方案，聚焦初创企业发展，推介各国投 ...

中泰证券认为，证券与金融科技板块直接受益于市场成交量中枢上移以及杠杆资金活跃度回暖。其中，金融科技板块更具短期交易价值。从交易方面来看， 金融科技板块整体市值更小，弹性更大。从基本面来看，传统券商受佣金竞争影响，其业绩弹性被削弱。金融科技板块上市公司盈利模式对交易量、活跃账 户数及市场波动度更为敏感，市场热度上升带来的业绩弹性更大。 长城证券指出，市场交易春季躁动行情，开门红效应持续，市场持续放量，上周五成交量能突破3万亿，系历史第五次突破3万亿，随着新一年开始、人民币 汇率回稳下人民币资产吸引力提升、2025年12月召开的经济工作会议以定调2026年经济工作思路，已开启新一轮行情，两融规模持续创新高，ETF市场也在 近期跨越又一个里程碑——总规模突破6万亿元大关，涨幅相对靠后券商、金融IT板块有望迎来资金新的布局定价机会，发挥稳定市场作用，板块攻防兼 备。 美银证券研报表示，中资券商股今年迎来五大核心主题：包括再杠杆启动股本回报率（ROE）扩张；财管业务受惠家庭资产重新配置；投行业务增长受在岸 复苏及离岸强劲势头带动；离岸扩张提振经营杠杆及ROE上行；以及行业持续整合。该行预计主要上市中资券商去年及今年盈利 ...

第二日的全球产业峰会标志着论坛内容的重要升级。峰会集中探讨高增长潜力产业，包括人工智能与科 技、生物医药、机器人、新消费及绿色能源等范畴，透过主题演讲、专题讨论及项目配对，推动内地企 业"走出去"与国际企业"引进来"。香港作为双向平台，将助力企业在全球价值链中寻求新机遇，推动产 业升级与创新发展。这与"十五五"规划所强调的创新驱动与更高水平对外开放一脉相承，旨在促进科技 自立自强与可持续增长。 智通财经APP获悉，1月14日，香港财经事务及库务局长许正宇在网志上指出，香港将于1月26日至27日 举办第19届亚洲金融论坛(AFF)，并首次新增"全球产业峰会"环节。预期该论坛将吸引超过3,600名来自 60个国家及地区的参与者，其中逾八成为企业首席执行官或高层决策者。论坛内容涵盖全球经济展望、 资产与财富管理、绿色金融、可持续转型等热点议题，并重点探讨金融如何更有效服务实体经济。 论坛首日将举行开幕仪式，聚焦宏观经济形势及多边合作，并设有与黄金市场发展相关的合作备忘录签 署仪式。这是推进香港黄金市场发展的重要一步，届时将发布加强黄金中央清算系统建设的最新计划， 为未来与内地市场互联互通做好准备。此举既呼应建设金融 ...

Core Viewpoint - The integration of AI in finance is expected to be a major development trend, with significant market opportunities in both B2B and B2C sectors, driven by record trading volumes and supportive policies [1][2]. Group 1: Market Dynamics - A-share trading volume reached a historic high of 3.6 trillion yuan, surpassing the previous record of 3.49 trillion yuan, indicating a robust market environment that supports the growth of financial AI applications [1]. - The People's Bank of China emphasizes the importance of AI in the "14th Five-Year Plan," highlighting its role in the future of financial technology [1]. Group 2: AI Application Scenarios - AI has successfully transformed various financial processes, including data processing, event analysis, and financial management, leading to increased efficiency and the potential for market expansion [2][3]. - Specific AI applications include automated financial analysis, credit approval processes, due diligence, sentiment monitoring, and automated reconciliation of financial statements [3]. Group 3: Investment Trends - The proportion of financial institutions investing in generative AI is projected to rise significantly, with 72% expected to make medium to large investments by 2025, compared to 40% in 2024 [4]. - This increase in investment is anticipated to drive overall market growth in the financial sector [4]. Group 4: B2B and B2C Market Insights - The B2B market is expected to grow faster than the B2C market, with high acceptance of AI among large financial clients such as banks and brokerages [5]. - B2C applications include banking apps, AI chat assistants, and stock trading software, with a potential for rapid growth as customer acceptance increases [5]. - Companies like Tonghuashun have embraced AI, achieving significant user growth and establishing a competitive advantage in the market [5].

华夏中证金融科技主题ETF（516100）基金经理为徐猛。 数据显示，华夏基金旗下1只基金重仓广电运通。华夏中证金融科技主题ETF（516100）三季度持有股 数275.25万股，占基金净值比例为2.29%，位居第九大重仓股。根据测算，今日浮盈赚取约200.93万 元。 华夏中证金融科技主题ETF（516100）成立日期2021年7月13日，最新规模16.68亿。今年以来收益 9.48%，同类排名866/5520；近一年收益46.05%，同类排名1801/4203；成立以来收益52.39%。 1月14日，广电运通涨5.42%，截至发稿，报14.21元/股，成交8.10亿元，换手率2.35%，总市值352.89亿 元。 截至发稿，徐猛累计任职时间12年285天，现任基金资产总规模3148.87亿元，任职期间最佳基金回报 143.1%， 任职期间最差基金回报-46.51%。 资料显示，广电运通集团股份有限公司位于广东省广州市高新技术产业开发区科学城科林路9,11号，成 立日期1999年7月8日，上市日期2007年8月13日，公司主营业务涉及公司致力为全球客户提供运营服 务、大数据解决方案以及各种智能终端设备,是国 ...