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 ...

Market Overview - On January 2, 2026, the U.S. stock market showed mixed results with the Dow Jones up by 0.66%, the S&P 500 up by 0.19%, and the Nasdaq down by 0.03% [1] - The Dow closed at 48,382.39, the Nasdaq at 23,235.63, and the S&P 500 at 6,858.47 [2] Sector Performance - Large tech stocks experienced more declines than gains, with Tesla seeing a continuous drop for seven trading days. Tesla reported a global delivery of 1.636 million vehicles in 2025, marking an 8.6% year-over-year decline, and was surpassed by BYD in annual electric vehicle sales for the first time [2] - Semiconductor stocks performed strongly, with the Philadelphia Semiconductor Index rising by 4.01%. Notable gains included Micron Technology up over 10%, ASML up over 8%, Intel up over 6%, TSMC up over 5%, and AMD up over 4% [4] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 4.38%, indicating a positive start to the year for Chinese stocks. Key performers included Baidu Group up over 15%, Pony.ai up over 10%, and several others showing significant gains [4] Commodity Prices - Gold prices increased slightly, with spot gold rising by 0.33% to $4,332.50 per ounce, while silver rose by 1.74% to $72.80 per ounce [4] - In the oil market, WTI crude oil futures for February fell by 0.17% to $57.32 per barrel, and Brent crude for March fell by 0.16% to $60.75 per barrel [5] Cryptocurrency Market - Major cryptocurrencies saw collective gains, with Bitcoin surpassing the $90,000 mark, reflecting a 1.87% increase [6] Foreign Investment Outlook - Foreign institutions maintain a positive outlook on Chinese assets, with predictions of a 38% increase in the Chinese stock market by the end of 2027 [7] - Investment opportunities are expected to be highly structured, focusing on technology innovation, green energy transition, and high-quality brands benefiting from consumer recovery [8]

*美股三大股指涨跌互现 *芯片股领涨，美光科技飙高10.5%，英伟达涨1.3% 2日，美股涨跌不一。截至收盘，道指涨319.10点，涨幅0.66%，报48382.39点；纳指跌6.36点，跌幅 0.03%，报23235.63点；标普500指数涨12.97点，涨幅0.19%，报6858.47点，打破了过去三年标普500指 数在新年首个交易日均以下跌收盘的惯例。 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%。 *中国资产一飞冲天，百度大涨15%，纳斯达克中国金龙指数飙高4.4% 新年首个交易日 有市场分析指出，受到消费者对马斯克政治立场不满情绪升温、美国电动汽车购车税收优惠到期以及海 外市场竞争加剧等多重因素影响，特斯拉在2025年失去全球最畅销电动汽车 ...

Group 1: Semiconductor Stocks Performance - U.S. semiconductor stocks experienced a significant rally, with the Philadelphia Semiconductor Index rising over 4.5% [2] - ASML surged more than 8%, reaching a historical high, while Micron Technology and Intel both increased by approximately 8% [2] - Other notable gainers included ARM and AMD, which rose nearly 6% [2] Group 2: Chinese Stocks Surge - Chinese stocks listed in the U.S. saw a collective surge, with the Nasdaq Golden Dragon China Index increasing by nearly 3.9% [5] - Baidu's stock skyrocketed over 12% after submitting a mainboard listing application for its subsidiary Kunlun Chip [5] - Other Chinese companies like Yatsen and NetEase also saw significant gains, with increases around 7% [5] Group 3: Precious Metals and Commodities - Precious metals, particularly gold, experienced a sudden pullback after reaching $4,400, currently hovering around $4,336, with a slight increase of 0.4% [7] - Silver also saw a rise of 4% at one point but later adjusted to a 2% increase [7] Group 4: Oil Market Decline - Crude oil futures collectively declined, with WTI and ICE Brent both dropping over 1.2% [11] - Current prices for WTI and ICE Brent are $56.70 and $60.11, reflecting decreases of 1.25% and 1.22% respectively [11] Group 5: Cryptocurrency Market Recovery - The cryptocurrency market is witnessing a rebound, with Bitcoin surpassing $89,000 and Ethereum, SOL, and XRP all increasing by over 2% [12] - Dogecoin saw a notable rise of over 10% [12] - A total of over 90,000 individuals faced liquidation, amounting to $235 million, with more than 78% being short liquidations [12]

Group 1: Corporate Leadership Changes - Zong Fuli has resumed her role as the legal representative and manager of Hongsheng Group as of December 26, 2025, replacing Zheng Qundi [2][13] Group 2: Market Performance and Trends - On the first trading day of 2026, Chinese assets, including popular Chinese concept stocks and major Hong Kong indices, experienced significant gains, with the Chinese yuan also strengthening [3][14] - The Nasdaq China Golden Dragon Index rose by 4.38% on January 3, 2026, with notable individual stock performances including Baidu up 15.03% and Alibaba up 6.24% [19] - The Hong Kong stock market opened strongly in 2026, with the Hang Seng Index and Technology Index increasing by 2.76% and 4%, respectively, driven by gains in technology stocks and a focus on artificial intelligence and chips [20] Group 3: Industry Developments - China Satellite, a leader in the commercial aerospace sector, saw its stock price rise continuously since December 2025, with a significant revenue increase of approximately 85% year-on-year in the first three quarters of 2025, marking a turnaround to profitability [5][16] - The successful IPO of Wallen Technology, a leading domestic GPU company, on the Hong Kong Stock Exchange marked it as the first domestic GPU stock, with its share price soaring over 100% on the first day of trading [22] Group 4: Regulatory and Compliance Issues - Ganfeng Lithium, a global lithium industry giant, is under criminal investigation for insider trading related to its acquisition of Jiangte Motor, which has impacted its IPO process for its subsidiary Ganfeng Lithium Battery [6][17]

北京时间1月3日凌晨，美股周五尾盘走高，道指上涨逾300点。芯片板块表现相对强劲。三大股指有望 在2026年的首个交易日录得涨幅。 道指涨324.67点，涨幅为0.68%，报48387.96点；纳指涨31.23点，涨幅为0.13%，报23273.22点；标普 500指数涨19.13点，涨幅为0.28%，报6864.63点。 在过去三年中，标普500指数在每年首个交易日均收跌。据Bespoke Investment Group数据，回溯至1950 年代，并无明显趋势，首日收涨的概率约为48%。 德意志银行策略师写道："总体而言，2025年是强劲的一年，得益于经济持续增长、对人工智能的乐观 情绪以及更多央行降息举措。然而，这些表面上的涨幅掩盖了巨大的波动性，尤其是在4月，特朗普 的'解放日'关税公告引发了二战以来标普500指数第五大两日跌幅。" 华尔街策略师预计2026年美股将进一步上涨。据一项针对市场策略师调查显示，今年标普500指数的平 均目标位为7629点，意味着有11.4%的上行空间。 责任编辑：张俊 SF065 北京时间1月3日凌晨，美股周五尾盘走高，道指上涨逾300点。芯片板块表现相对强劲。三大股指有 ...

Group 1 - The U.S. stock market opened higher but turned negative, with the Nasdaq initially rising over 1% before declining [1] - Semiconductor stocks in the U.S. saw significant gains, with the Philadelphia Semiconductor Index rising over 4.5%, including major players like Nvidia, Intel, and ASML [1] - Tesla's stock price dropped nearly 1.8% after reporting a fourth-quarter delivery of 418,227 vehicles, a year-on-year decline of 16%, and an annual delivery of 1.64 million vehicles, down over 8% [1] Group 2 - Chinese concept stocks surged, with the Nasdaq Golden Dragon China Index rising nearly 4%, and notable increases in stocks such as Baidu (up over 12%) and iQIYI (up over 9%) [3] - The Hong Kong stock market experienced a strong opening, with the Hang Seng Index rising 2.76% and the Hang Seng Technology Index up 4.0%, driven by sectors like AI, semiconductors, and consumer electronics [5] - The offshore RMB exchange rate against the U.S. dollar strengthened, surpassing 6.97, marking a new high since May 2023 [5]

本次全球發售的聯席保薦人、保薦人兼整體協調人為中國國際金融香港證券有限公司、平安证券(香港) 及中銀国際。 来源：新浪港股-好仓工作室 上海壁仞科技股份有限公司（股份代號：6082）公佈全球發售結果，最終發售價確定為每股19.60港 元。本次全球發售股份數目為284,846,600股H股（經計及發售量調整權獲悉數行使），其中基礎發售股 份數目為247,692,800股，發售量調整權獲悉數行使後額外發行37,153,800股股份。按最終發售價計算， 本次全球發售所得款項總額約為55.83億港元，扣除估計應付上市開支後，所得款項淨額約為53.75億港 元。 香港公開發售方面，有效申請數目達471,116份，認購水平為2347.53倍，觸發回補機制。香港公開發售 初步可供認購股份數目為12,384,800股，經重新分配後最終發售股份數目為49,538,600股，佔全球發售股 份總數的17.39%。國際配售方面，承配人數量為359名，認購水平（未計及發售量調整權）為25.95倍， 最終發售股份數目為235,308,000股，佔全球發售股份總數的82.61%。 基石投資者方面，本次全球發售共有24名基石投資者，合共認購 ...

Market Overview - US stock indices opened higher, with the Nasdaq rising over 1.2% as of 23:00 Beijing time [1][10] - The Philadelphia Semiconductor Index surged over 4.5%, with ASML hitting a historical high, increasing by over 8% [2][12] Semiconductor Sector - Notable gains in semiconductor stocks include: - ASML: +8.75% - Micron Technology: +8.06% - Intel: +7.68% - AMD: +5.81% [3][12][13] Chinese Stocks - The Nasdaq Golden Dragon China Index rose nearly 3.9%, with Baidu surging over 12% after submitting a listing application for its subsidiary Kunlun Chip [4][12] - Other significant movers in Chinese stocks include: - Yatsen: +8.10% - NetEase: +7.41% - Alibaba: +4% [4][14] Precious Metals - Precious metals experienced a sudden pullback, with gold reaching a peak of $4,400 before settling around $4,336, reflecting a slight increase of 0.4% [4][15] - Silver also saw fluctuations, initially rising 4% but later adjusting to a 2% increase [4][16] Oil Market - Crude oil futures collectively declined, with WTI and ICE Brent both dropping over 1.2% [7][17] Cryptocurrency Market - Cryptocurrencies continued to rebound, with Bitcoin surpassing $89,000 and Ethereum, SOL, and XRP all increasing by over 2% [8][18] - Dogecoin saw a significant rise of over 10% [8][18]

记者丨刘雪莹 吴斌 编辑丨倪新平 今夜，美股芯片股、中国资产大爆发！一直表现强势的贵金属却突然冲高回落。 北京时间1月2日晚，美股三大指数集体高开，截至23:00左右，纳指涨超1.2%。 | | | | 首州 | IAMI | 为欧大学 | | --- | --- | --- | | 阿斯麦 | 1163.440 | 8.75% | | 艾马克技术 | 42.860 | 8.56% | | 美光科技(MICRON TECHN 308.420 | | 8.06% | | 英特尔(INTEL) | 39.735 | 7.68% | | 菜過思半导体 | 78.785 | 7.07% | | 拉姆研究(LAM RESEARCH) 182.998 | | 6.90% | | 泰瑞达(TERADYNE) | 206.050 | 6.45% | | ONTO INNOVATION | 168.035 | 6.45% | | ARM | 115.851 | 5.98% | | 超威半导体(AMD) | 226.600 | 5.81% | 中概股集体爆发， 纳斯达克中国金龙指数涨近3.9%，百度继盘前涨12%后， 开盘即狂飙 ...