转自：北京日报客户端 当地时间本周五是2026年美国股市的第一个交易日，美股反弹势头受部分科技股下跌抑制，包括特斯拉 在内，"科技七巨头"中有五家公司早盘转跌，纳指回吐多数涨幅。截至当天收盘，美国三大股指涨跌不 一，其中道指涨0.66%；标普500指数涨幅为0.19%；纳指下跌0.03%。 科技股开年涨跌不一，英伟达和美光科技等关键芯片股上涨，其中美光科技股价当天涨幅超过10%，股 价创历史新高。但特斯拉和微软股价均跌超2%。 本周美国三大股指集体下跌 本周五，原油市场交投相对清淡，市场对原油供应过剩的预期抵消了地缘政治风险带来的潜在生产中断 风险的担忧，国际油价当天小幅下跌，纽约商品交易所2月交货的轻质原油期货价格跌0.17%；3月交货 的伦敦布伦特原油期货价格跌0.16%。全周来看，美油期货主力合约价格累计上涨1.02%，布油期货主 力合约价格累计上涨0.18%。 2日国际金价下跌 白银期货价格全周下跌8% 贵金属市场方面，受美联储内部降息分歧加剧、美元走强等因素影响，国际金价小幅下跌，白银和铂金 价格小幅反弹，截至收盘，纽约商品交易所2月交割的黄金期价下跌0.26%；3月交割的白银期价上涨 0.58%， ...

2026.01.03 作为2026年的首个交易日，美股整体交投相对清淡，盘中走势较为平稳，科技板块仍带动市场波动的主 要力量。不过，整体波动幅度有限，为因节假日而缩短的本周交易画上句号。周四（元旦）美股休市。 芯片股走势强劲，英伟达收高1.26% 日内龙头科技股以下跌为主，拖累纳指微幅收跌。奈飞收跌2.95%，微软跌2.21%，亚马逊跌1.87%， Meta跌1.47%，苹果跌0.31%，谷歌母公司Alphabet收高0.69%。 另一方面，芯片股表现强劲。受益于存储芯片需求预测上调，费城半导体指数大涨4%。美光科技收涨 10.52%，领涨芯片板块；荷兰光刻机巨头阿斯麦（ASML）大涨8.78%，超威半导体（AMD）涨 4.35%，英伟达涨1.26%。英伟达首席执行官黄仁勋表示，过去六个月计算需求显著增加。 科技板块是2025年表现最亮眼的交易主线，随着投资者持续加码人工智能相关个股，科技股领涨并推动 大盘显著走高。标普500指数去年累计上涨逾16%，实现连续第三年年度上涨；纳斯达克指数全年涨幅 超过20%；由30只成份股组成的道琼斯工业平均指数上涨约13%。三大股指均在去年创下历史新高。 基础设施资本顾问公 ...

Market Overview - The U.S. stock market showed mixed results on the first trading day of 2026, with the Dow Jones Industrial Average rising by 319.10 points (0.66%) to close at 48,382.39 points, while the Nasdaq Composite fell by 6.36 points (0.03%) to 23,235.63 points. The S&P 500 index increased by 12.97 points (0.19%) to 6,858.47 points, breaking a three-year trend of declines on the first trading day of the year [2][3]. Technology Sector Performance - The technology sector remained a significant driver of market fluctuations, with chip stocks performing strongly. The Philadelphia Semiconductor Index surged by 4%, led by Micron Technology, which rose by 10.52%. Other notable gains included ASML (up 8.78%) and AMD (up 4.35%) [4][5][6]. - Nvidia's CEO Jensen Huang noted a significant increase in computing demand over the past six months, contributing to the tech sector's strong performance in 2025, which saw the S&P 500 index rise over 16% and the Nasdaq index increase by more than 20% [6]. Individual Stock Highlights - Tesla's stock fell by 2.59%, with the company reporting a 9% year-over-year decline in total vehicle deliveries for 2025, totaling 1.64 million units. The fourth-quarter delivery figure of 418,200 units was below analysts' expectations, indicating weak market demand [6][7]. - In the home retail sector, stocks rose following the announcement of a one-year delay in the implementation of a 30% tariff on upholstered furniture by former President Trump. Notable gains included RH (up 8%), Wayfair (up 6.12%), and Williams-Sonoma (up 5.19%) [7]. Chinese Stocks Performance - Chinese stocks performed well, with the Nasdaq Golden Dragon China Index rising by 4.38%. Baidu led the gains, increasing by 15.03% after announcing plans to spin off its AI chip company Kunlun and list it in Hong Kong, which investors believe will enhance the company's value [8][9]. - Other notable Chinese stocks included Tiger Brokers (up 9.21%), Futu Holdings (up 8.68%), and Bilibili (up 7.24%) [9]. Commodity Market Insights - Gold prices continued to show strength, with spot gold rising by 0.20% to $4,327.96 per ounce, supported by geopolitical uncertainties and expectations of a weaker dollar [9]. - International oil prices experienced a slight decline, with WTI crude oil futures falling by 0.2% to $57.32 per barrel and Brent crude oil futures also down by 0.2% to $60.75 per barrel, amid ongoing concerns about oversupply [10].

A股是不是资金推动型的市场？未来上海股市有没有办法冲破8000点？ 面对参加厦门大学MBA校友年 会暨凤凰花年度对话的厦门大学EDP校友的提问，深圳东方港湾投资管理股份有限公司创始人兼董事长 但斌给出了不同的回答。但斌董事长说股价真正的推动力量是企业盈利，盘中交易不重要，而不是资金 推动，有没有资金关照都不重要，重要的是企业基本面。未来上海股市有没有办法冲破8000点，我希望 能到，要看上市公司整体利润有没有增长，能否与8000点相匹配。现在的A股市场是结构性的波动，人 工智能、英伟达产业链、苹果产业链、谷歌产业链股票去年表现不错，但是其他有些行业上市公司盈利 是下降的，甚至总体下降，来个大牛市不现实。目前我们上海股市还没有升破4000点，我们还没有涨过 6124点，过了才是牛市，创新高才是牛市，过了5000点、6000点下来还是反弹。升破了6124点还要能站 住才是牛市，不要从永远的3000点变成永远的4000点。中国人工智能产业的增长能不能抵消投资、消 费、出口的下行，有增量才会涨。人工智能是方向，现状投资者找合适行业投资标的参与结构性牛市最 理想。东方港湾2025年国内A股市场投资也没有做好，对AI产业 ...

Group 1 - The core focus of the news is the announcement of the top ten enterprises in Wuhan for 2025, highlighting significant advancements in key industries such as optical chips, robotics, and intelligent manufacturing [1][2] - Dream Chip Technology released the world's smallest full-system, full-frequency Beidou chip, "Zhu Meng MX2740A," which is only the size of half a fingernail and boasts leading international performance [1] - Huazhong CNC introduced the world's first next-generation intelligent numerical control system, "Huazhong 10," which integrates AI chips and large language models, enabling industrial machines to possess "self-learning" capabilities [1] Group 2 - Changfei Optical Fiber successfully laid the world's first seven-core optical fiber submarine experimental cable, setting a record for the longest deployment of space-division multiplexing submarine cables, which is crucial for upgrading marine communication [1] - Dongfeng Motor completed the world's largest integrated die-casting factory in Wuhan, utilizing a 16,000-ton domestic die-casting machine, advancing automotive manufacturing technology to the top tier globally [1] - Wuhan Boiler Energy won a world-class energy storage project, providing core components for the world's first 300-megawatt compressed air energy storage power station, marking a significant breakthrough in Wuhan's high-end equipment manufacturing capabilities in the new energy storage sector [1] Group 3 - He Yuan Bio's globally pioneering "rice-based blood" new drug has been approved for market release, addressing the long-term reliance on imported human serum albumin [2] - Wuhan Financial Holding Group became the first municipal state-owned enterprise to exceed 100 billion yuan in revenue, driving the development of the real economy through a "finance + industry" dual approach [2] - The Hubei Humanoid Robot Innovation Center established the first humanoid robot 7S store in the country, creating a new model for the commercialization of robots [2]

为持续激活发展潜能、巩固发展优势，苏州在产业细分赛道精准发力，不断夯实创新发展根基。 2025年以来，一系列靶向性强、含金量高的产业举措密集落地。2025年7月，苏州在全国率先出台AI芯 片产业创新发展三年行动计划及若干措施，提出到2027年，苏州市AI芯片相关产业规模突破500亿元， 引进产业化项目30个以上，突破10款以上填补国内空白的创新产品，形成20项以上本地示范应用场景。 此外，苏州还启用RISC-V开源芯片产业创新中心，推动创新中心与阿里达摩院达成战略合作，并牵头 成立江苏省RISC-V产业联盟，加速构建产学研协同创新生态。2025年9月成立的苏州创新药研究院，聚 焦分子靶向药物、生物药、基因与细胞治疗、AI药物研发等前沿领域，开展有组织科研和有组织转 化，致力于解决头部企业技术攻关和人才培养需求，打造"实验室—企业—医院"三位一体的创新闭环， 推进"政产学研医"深度融合。除此以外，智能机器人产业创新联盟、新能源汽车公共服务平台等一批载 体相继落地，成为苏州推进新型工业化的重要支撑。 市工信局相关负责人介绍，当前，苏州未来产业发展多点开发、态势强劲。全市已有7个板块获批 省级"未来产业先行集聚发展 ...

芯片股集体大涨，费城半导体指数大涨超4%。个股方面，美光科技涨超10%，阿斯麦、拉姆研究等涨超8%，英特尔涨超6%，台积电、迈威尔科技等涨超 5%，科天半导体、ARM、超威半导体等涨超4%。 芯片股大涨。 当地时间周五(1月2日)，欧美股市多数收涨。美国三大股指收盘涨跌不一，道琼斯工业指数涨0.66%报48382.39点，标普500指数涨0.19%报6858.47点，纳 斯达克指数跌0.03%报23235.63点。本周，道琼斯工业指数跌0.67%，标普500指数跌1.03%，纳斯达克指数跌1.52%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | | 道琼斯工业平均 | 48382.39d | 319.10 | 0.66% | 0.66% | | 纳斯达克指数 | 23235.63d | -6.36 | -0.03% | -0.03% | | 标普500 | 6858.47 | 12.97 | 0.19% | 0.19% | 欧洲三大股指收盘小幅上涨，德国DAX指数涨0.13%报24521.49点，法国CAC40指数涨0.56%报8 ...

Market Overview - On the first trading day of 2026, US stock indices showed relatively calm closing fluctuations, with significant inflows into tech stocks and a collective surge in Chinese concept stocks, buoyed by a strong start in the Hong Kong market [1][3] - The S&P 500 index rose by 0.19% to 6858.47 points, the Nasdaq Composite fell by 0.03% to 23235.63 points, and the Dow Jones Industrial Average increased by 0.66% to 48382.39 points [1] Chinese Tech Stocks Performance - The Nasdaq China Golden Dragon Index surged by 4.38%, marking the largest single-day increase since May 12 of the previous year [3] - Notable Chinese tech stocks included Baidu, which rose by 15.03%, Alibaba up by 6.25%, Tencent ADR increasing by 5.23%, and Netease rising by 7.22% [3] AI Sector Developments - Investors are eagerly awaiting developments from DeepSeek, which recently published a paper on a new training method called "manifold constraint hyperconnection" (mHC), seen as a significant breakthrough [3] - This has led to speculation about the release of the next-generation flagship model from DeepSeek, reminiscent of past AI advancements [3] Performance of Major Tech Companies - Major tech companies had mixed performances, with Nvidia rising by 1.26% and Apple falling by 0.31%. Tesla experienced a decline for the seventh consecutive day [5] - The overall performance of tech giants was lackluster, with Microsoft down by 2.21% and Amazon down by 1.87% [5] Stock Movements in Various Sectors - Various thematic stocks saw significant trading activity, with Micron Technology up by 10.51% and Western Digital up by 8.96%, both reaching historical highs [6] - AI energy and storage concept stocks also performed well, with Bloom Energy rising by 13.58% and NuScale Power increasing by 15.17% [6] Electric Vehicle Market Update - Tesla reported Q4 delivery data that fell short of expectations, delivering 418,227 vehicles in the last quarter and losing its title as the global leader in electric vehicle sales to BYD, which sold 2.2567 million vehicles in 2025, a 27.86% increase from 2024 [7][8] Berkshire Hathaway Insights - Warren Buffett expressed confidence in Berkshire Hathaway's long-term prospects, suggesting a high likelihood of the company existing in a hundred years, with praise for his successor Greg Abel's capabilities [9] Retail Investor Performance - A report indicated that retail investors at Interactive Brokers achieved an average return of 19.2% in 2025, outperforming the S&P 500 index's return of 16.39% [9]

Market Performance - US stock market opened higher but turned negative, with the Nasdaq initially rising over 1% before declining [1] - Major indices showed mixed results: Nasdaq down 49.78 points (-0.21%), Dow Jones up 62.31 points (+0.13%), S&P 500 down 5.25 points (-0.08%) [2] Sector Performance - Semiconductor stocks surged, with the Philadelphia Semiconductor Index rising over 4.5%, including significant gains from Nvidia, Intel, and ASML [2] - However, major tech stocks like Apple, Amazon, Microsoft, Google, and Netflix experienced declines [2] Company-Specific News - Tesla's stock dropped nearly 1.8% after reporting Q4 deliveries of 418,227 vehicles, a 16% year-over-year decline, and a total annual delivery of 1.64 million vehicles, down over 8% [2] - In contrast, Chinese concept stocks saw significant gains, with the Nasdaq Golden Dragon China Index rising nearly 4%, and notable increases in Baidu (over 12%), iQIYI (over 9%), and others [4] Asian Market Trends - Hong Kong's stock market opened strong, with the Hang Seng Index up 2.76%, the Hang Seng China Enterprises Index up 2.86%, and the Hang Seng Tech Index up 4.0%, driven by sectors like AI, semiconductors, and electric vehicles [5] Economic Indicators - Analysts suggest that the strong performance of Chinese assets signals a continuation of a structural bull market into 2026, with a focus on hard technology sectors like semiconductors and AI, alongside policy-driven consumption in appliances and automobiles [6] - The offshore RMB exchange rate strengthened, surpassing 6.97 against the US dollar, reaching its highest level since May 2023 [6]

华见早安之声 2026年欧股开门红，美股反弹艰难，芯片股力撑但特斯拉拖累。 泛欧股指收创历史新高，ASML涨7%。三大美股指仅纳指未收涨、盘中曾齐跌。特斯拉收跌2.6%，软件股抵消多数芯片股涨势，Salesforce跌超4%；英伟 达涨超1%，三星劲敌美光涨10%。白宫推迟对部分家庭用品征关税后，家庭用品零售商RH涨近8%。 中概指数涨超4%，百度大涨15%，阿里涨超6%。离岸人民币低开高走，盘中涨超百点、逾两年半来首次涨破6.97。 美债收益率盘中V形反弹，30年期美债收益率创四个月新高。美元盘中逼近逾一周高位，全周反弹。比特币盘中较日低涨近3%、逼近9.09万美元，以太坊一 度涨超5%。 盘中纽约期银涨超5%，黄金涨近2%后一度转跌。伦铝创逾三年新高。原油三连阴，盘中曾跌超1%，本周勉强连涨两周。 亚洲时段，2026港股开门红，恒科收涨4%，壁仞科技一度涨近120%，百度大涨9%，人民币继续走强。 要闻 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 《求是》杂志特约评论员：改善和稳定房地产市场预期。 中芯国际同意定向增发3.57亿股，以公司股权置换得中芯北方股权，国家集成电路基金所持 ...