盘面上，文化传媒、互联网、航天军工、发电设备等行业板块涨幅居前。概念板块方面，钨矿、虚拟 人、AIGC等概念板块表现亮眼。(完) 来源：中国新闻网 编辑：王永乐 A股三大股指集体上涨，沪指16连阳突破4100点 中新网1月9日电(记者 谢艺观)1月9日，A股三大股指集体上涨，沪指录得16连阳，时隔10多年突破4100 点。 截至收盘，沪指涨0.92%报4120.43点，深成指涨1.15%报14120.15点，创业板指涨0.77%报3327.81点。市 场全天成交额约3.15万亿元，较前一交易日大幅放量。 | 内地股票 △ ⊙ | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 科创综指 | | 4120.43 | 14120.15 | 1803.40 | | +37.45 +0.92% +160.67 +1.15% +36.83 +2.09% | | | | 万得全A | 创业板指 | 北证50 | | 6737.75 | 3327.81 | 1524.26 | | +78.53 +1.18% +25.51 +0.77% +15.89 ...

值得注意的是，美图公司CEO吴欣鸿此前透露，美图正重回创业团队模式，打造AI创新工作室进行内 部"赛马"，以半年为期开展产品创新，还给予1000万元"风投"。吴欣鸿认为未来最激烈的竞争可能来自 新锐创业团队，因此需要以创业公司的效率为标准进行对标。 消息面上，12月31日，美图宣布已向阿里巴巴发行2.5亿美元可转债。大摩发布研报称，若所有可换股 债券悉数转换，阿里巴巴将持有美图6.82%的股份，成为其第三大股东。该行认为此次进展为正面消 息，预期美图与阿里巴巴的合作将进一步深化，尤其在电子商务设计领域可产生强大的协同效应。 （原标题：港股异动 | 美图公司(01357)午后涨超6% 与阿里合作有望进一步深化 公司鼓励内部AI创业） 智通财经APP获悉，美图公司(01357)午后涨超6%，截至发稿，涨5.53%，报7.83港元，成交额3.79亿港 元。 ...

智通财经APP获悉，美图公司(01357)午后涨超6%，截至发稿，涨5.53%，报7.83港元，成交额3.79亿港 元。 消息面上，12月31日，美图宣布已向阿里巴巴发行2.5亿美元可转债。大摩发布研报称，若所有可换股 债券悉数转换，阿里巴巴将持有美图6.82%的股份，成为其第三大股东。该行认为此次进展为正面消 息，预期美图与阿里巴巴的合作将进一步深化，尤其在电子商务设计领域可产生强大的协同效应。 值得注意的是，美图公司CEO吴欣鸿此前透露，美图正重回创业团队模式，打造AI创新工作室进行内 部"赛马"，以半年为期开展产品创新，还给予1000万元"风投"。吴欣鸿认为未来最激烈的竞争可能来自 新锐创业团队，因此需要以创业公司的效率为标准进行对标。 ...

Core Viewpoint - Meitu Inc. has issued $250 million in convertible bonds to Alibaba, which will result in Alibaba holding 6.82% of Meitu's shares, making it the third-largest shareholder [1] Group 1: Stock Performance - Meitu's stock rose over 6% in the afternoon, with a current increase of 5.53%, trading at HKD 7.83, and a transaction volume of HKD 379 million [1] Group 2: Strategic Developments - The issuance of convertible bonds is viewed positively by Morgan Stanley, anticipating that the collaboration between Meitu and Alibaba will deepen, particularly in the e-commerce design sector, creating strong synergies [1] - Meitu's CEO, Wu Xinhong, announced a return to a startup team model, establishing an AI innovation studio for internal competition, with a focus on product innovation over a six-month period and a venture capital allocation of HKD 10 million [1] - Wu Xinhong emphasized that future competition may come from emerging startup teams, necessitating a benchmark against the efficiency of startup companies [1]

Core Insights - Baidu Baike is launching a comprehensive upgrade centered around AI, introducing "Dynamic Baike" and "Baike AI Knowledge Graph" to revolutionize knowledge dissemination as it approaches its 20th anniversary [1][3] Group 1: Product Innovations - "Dynamic Baike" utilizes generative UI technology to transform static knowledge into interactive, visual content, allowing users to engage with information in a more immersive way [4][6] - The "Baike AI Knowledge Graph" addresses the fragmentation of traditional entries by creating a structured knowledge network that enhances user exploration through multi-dimensional connections [8][10] Group 2: Collaboration and Content Creation - Baidu Baike's "Star Plan" collaborates with over 100,000 experts and professional creators from leading institutions to build a vast repository of over 1 million specialized knowledge entries [3][7] - A nationwide content creation channel will be opened by the end of January, enabling users to contribute to the "Dynamic Baike" platform through interactive dialogue [6] Group 3: Quality Assurance and Authority - Baidu Baike has established a robust content assurance system over its 20 years, ensuring the reliability of its 30 million entries through strict quality control mechanisms [11][12] - The platform emphasizes the importance of verified content in the age of AI-generated misinformation, positioning itself as a critical resource for accurate knowledge [11][12] Group 4: Challenges and Opportunities - Baidu Baike faces challenges from shifting user preferences towards AI direct answers and the proliferation of low-quality AI-generated content [12] - However, the company sees opportunities in reinforcing its role as a reliable knowledge infrastructure, leveraging its extensive database for fact-checking and enhancing user experience through dynamic content [12]

雷军创办小米已经15年了，也经历过不少低谷期，但恐怕没有哪一年像这两年会让他如此困惑不解。 小米怎么就成了"营销最成功的公司"，黑小米的声音为何会 越来越多？把事情推向高潮的还得是"米黑KOL被投放事件"。 在1月5日，网传米黑系博主"万能的大熊"在群聊中透露"小米投了我"，消息迅速在米粉社群发酵；有个叫"午后狂睡"的米系大V，直接宣布停掉跟小米的合作，把 手里的小米手机换成了一加，还在微博上艾特了雷军和小米公关负责人徐洁云。雷军的微博评论区沦陷了，徐洁云的微博评论区也沦陷了。"大熊 小米"四个字冲 上热搜，科技榜第一。 图源：网络 当日晚，小米公关部总经理徐洁云发文致歉，承认团队曾与该KOL接触，立即终止所有合作并承诺"永不合作"；1月6日，小米发布正式调查结果，认定事件"严重 违背公司原则、伤害米粉感情"，对涉事经办人员予以辞退，对集团副总裁兼CMO许斐、公关部总经理徐洁云通报批评并扣除2025年绩效及年度奖金（网传百万级 奖金）；1月7日，雷军在直播中回应，雷军在直播中明确回应：这件事的严重性不在于KOL批评小米或得罪米粉，而是"这个KOL一直在攻击贬低米粉、诅咒米 粉"。他强调，小米要站出来保护用户， ...

Group 1 - The Shanghai Composite Index reached a high of 4100 points in early trading but narrowed its gains to close at 4095.33 points [1] - A-shares showed mixed performance in early trading, with over 60 stocks hitting the daily limit up [2] - The internet and cultural media sectors led the gains, while banking, insurance, oil and chemical, and household goods sectors experienced the largest declines [2] Group 2 - Rare metals surged over 5%, leading the popular concepts, while platforms like Xiaohongshu, Kimi, AIGC, and influencer economy also saw increases [3] - Industrial gases, silicon energy, photovoltaic, and semiconductor equipment concepts fell by more than 1% [3]

Market Performance - On January 8, US stock indices closed mixed, with the Dow Jones up 0.55%, S&P 500 up 0.01%, and Nasdaq down 0.44% [1] - The Dow Jones closed at 49,266.11, gaining 270.03 points, while Nasdaq closed at 23,480.02, losing 104.25 points [2] Sector Performance - Energy stocks surged, with ConocoPhillips up over 5%, ExxonMobil up over 3%, and Chevron up over 2%. The S&P 500 Energy Index rose 3.2%, marking the largest single-day gain since April 2025 [7] - In contrast, large-cap technology stocks mostly declined, with Intel down over 3%, Microsoft down over 1%, and Nvidia down over 2%, resulting in a market cap loss of $98.9 billion for Nvidia [3][4] Commodity Prices - International oil prices rose significantly, with NYMEX WTI crude and ICE Brent crude both increasing by 4%, closing at $58.4 per barrel and $62.79 per barrel, respectively [8] Chinese Stocks - The Nasdaq Golden Dragon China Index increased by 1.09%, with notable gains from Century Internet up nearly 11%, and other companies like Global Data and Youdao rising over 7% [9] Federal Reserve Outlook - President Trump indicated he has decided on the next Federal Reserve chair nominee, but did not disclose the name [10] - Federal Reserve Governor Milan projected a potential interest rate cut of about 150 basis points by 2026, which could create approximately 1 million jobs without triggering inflation [11] - The Congressional Budget Office (CBO) forecasts a slight interest rate cut this year to address labor market risks, with current rates between 3.5% and 3.75% expected to drop to 3.4% by Q4 [12]

中金发表报告指，1月6日，百度宣布旗下自动驾驶平台萝卜快跑正式获得迪拜道路与交通管理局颁发的 全无人驾驶测试许可，是迪拜首个且目前唯一获准开展全无人测试的平台。公司预计萝卜快跑迪拜地区 全无人驾驶车队规模将扩充至超1000辆。该行基本维持百度2025/2026年收入和非通用准则净利润预 测，新引入2027年收入和非通用准则净利润预测1350亿元和221亿元。该行维持对其"跑赢行业"评级， 上调美股/港股目标价8.5%及7%，各至205美元及196港元。 ...

| | 1、央行公告称，1月8日以固定利率、数量招标方式开展了99亿元7天期逆回购操作，操作利率1.40%，投标量99亿元， | | --- | --- | | | 中标量99亿元。Wind数据显示，当日无逆回购到期，据此计算，单日净投放99亿元。 | | | 2、中共中央政治局常务委员会1月8日全天召开会议，会议强调，今年要锚定"十五五"时期经济社会发展的重大战略 | | | 任务，统一意志、形成合力，共同推进各领域工作，努力实现良好开局。树立和践行正确政绩观，坚持为人民出政绩 | | | 、以实干出政绩。加强党组自身建设，认真履行全面从严治党主体责任，切实增强自我革命的自觉性坚定性。 3、商务部举行例行新闻发布会，回应近期热点问题。对于Meta以20亿美元收购人工智能平台Manus，商务部新闻发言 | | | 人何亚东表示，企业从事对外投资、技术出口、数据出境、跨境并购等活动，须符合中国法律法规，履行法定程序。 | | | 商务部将会同相关部门对此项收购开展评估调查。对于两用物项对日出口管制，何亚东表示，涉及民事用途的不会因 | | | 此受到影响。 | | 宏观 | 4、2025年12月，我国消费市场稳 ...