智通财经APP此前报道，亿万富翁投资者、长期持有房利美和房地美股份的对冲大佬比尔·阿克曼曾在 社交媒体上公布了一项提案，该提案提议让房利美和房地美在纽约证券交易所重新上市。 同时，阿克曼正寻求推进其早已公开的上市计划。他旗下在美国上市的封闭式基金有望通过首次公开募 股(IPO)筹集约50亿美元，而此次IPO也将与他旗下的对冲基金公司潘兴广场资本管理公司(Pershing Square Capital Management)的上市同步进行。 此外，电影《大空头》原型人物迈克尔·伯里(Michael Burry)表示，他持有大量房利美和房地美公司的普 通股，并认为这两家美国住房融资巨头的重新上市"即将发生"。 2026年，美国首次公开募股市场正准备迎接一波交易热潮，其规模可能与疫情期间的纪录相媲美，甚至 超过纪录。此次上市潮的包括一些最受关注的科技、金融和加密货币领域的私营公司，并有可能成为有 史以来规模最大的上市。 数据显示，去年美国企业通过首次公开募股(IPO)筹集了476亿美元，不包括特殊目的收购公司(SPAC)和 金融工具。虽然较上年有所增长，但仍远低于2021年的1952亿美元。在2025年IPO市场势 ...

日前，由中国证券报主办的"开放 融合 新机——2025海外投资发展大会"在上海举行，路博迈海外投资 基金管理总经理汝平发表了主旨演讲。展望2026年，汝平围绕宏观政策、人工智能（AI）、长期利 率、股票市场、私募市场五大方面解析投资机遇。 ● 本报记者 王鹤静 四是股票市场。在汝平看来，AI仍是2026年全球股市的核心驱动力之一。目前AI投资收益主要集中在 美国超大型科技企业上，随着AI应用在其他企业迅速扩散，AI驱动带来的生产效率提升已开始显现， 尤其是在医疗保健、金融服务等传统行业，这将使得盈利和投资机会向更广泛的领域扩散。 汝平提示，市场对AI泡沫的担忧正在升温，某些细分领域的估值已明显过高。从大部分数据来看，AI 领域整体估值目前仍处于合理区间，尽管资本支出非常剧烈，但与企业盈利增长能够匹配。汝平建议， 需重点关注在AI大规模投入的同时，电力供给是否充裕等关键指标，在AI投资上需对精选个股的能力 提出更高要求。 五是私募市场。虽然当前交易活动已有所回暖，但汝平认为，融资难度不断增大。流动性压力同时也会 带来解决方案，这将诞生一系列投资机遇。目前，私募市场正在发生结构性变化，私募股权投资需要精 选具有深 ...

1月6日，科创综指全日收涨1.45%，收于1720.41点，总成交额约2776亿元。 从盘面来看，科创板600只个股涨多跌少，高价股、低价股均表现分化。细分领域来看，医疗保健股、 电气设备股表现强势，元器件股、专用机械股跌幅靠前；半导体股表现分化。 新华财经北京1月6日电科创50指数1月6日早间微有低开，随后快速冲高，一度涨超2.5%，午后指数涨 幅有所收窄，最终大幅收涨。至收盘时，科创50指数报1429.30点，涨幅1.84%，指数振幅为2.97%，总 成交额约808亿元。 成交额方面，寒武纪成交额96.7亿元，位居首位；ST帕瓦成交额660.4万元，位居末位。 换手率方面，强一股份换手率为32.19%，位居首位；龙腾光电换手率为0.27%，位居末位。 （文章来源：新华财经） 经新华财经统计，1月6日，科创板600只个股平均涨幅1.06%，平均换手率3.72%，合计成交额2776亿 元，平均振幅为4.21%。 个股表现方面，伟思医疗、航天环宇、翔宇医疗、星环科技、麦澜德等多股涨停，涨幅靠前；新光光电 跌7.30%，跌幅居首。 ...

Group 1 - The article emphasizes the shift from theoretical discussions to practical actions in investment strategies post-New Year, highlighting the need for timely adjustments based on market changes [1][18] - It notes that the investment landscape is evolving towards a diversified asset system that balances risk and return, moving away from a singular focus on leveraging assets for high returns [1][18] - The article suggests that short-term considerations are becoming more important than long-term trends, integrating trend, structure, and timing into investment decisions [1][18] Group 2 - The A-share market has shown a structural trend with growth stocks outperforming value stocks, as evidenced by the Shanghai Composite Index reaching 4000 points and a notable 12 consecutive days of gains [3][20] - The article warns of potential risks associated with the 12-day winning streak, including profit-taking, increased sector divergence, and external market volatility [3][20] - The macroeconomic indicators, such as the PMI data, indicate a recovery in manufacturing, with the December 2025 PMI reaching 50.1%, signaling expansion and improved business sentiment [7][23] Group 3 - The construction sector is also showing signs of recovery, with the construction PMI rising to 52.8%, reflecting effective investment efforts and a shift in market perception towards stabilizing expectations in real estate [8][24] - The article discusses the implications of global oil price declines, which can lower energy and raw material costs, thereby supporting profit recovery in manufacturing [9][25] - The appreciation of the Chinese yuan against the US dollar is identified as a key factor in the revaluation of Chinese assets, maintaining the current investment logic [10][26] Group 4 - The article highlights the strategic importance of silver in industries such as photovoltaics and semiconductors, with new export controls aimed at ensuring domestic supply chain security [14][31] - It mentions the potential for enhanced cooperation between China and South Korea in sectors like semiconductors and new energy, focusing on stabilizing supply chains and expanding market opportunities [15][32] - Breakthroughs in brain-computer interfaces and autonomous driving technologies are expected to redefine investment themes, marking a significant shift towards AI-driven applications in various sectors [16][32]

Group 1 - The A-share market has returned to the 4000-point level after 34 days, achieving a record 12 consecutive days of gains, the longest since 1993 [1] - Various sectors such as brain-computer interfaces, AI applications, commercial aerospace, memory chips, and innovative pharmaceuticals have seen significant stock price increases, with 67 ETFs rising over 5% [2] - The South Korea-China semiconductor ETF led the market with an 8.45% increase, while major companies like Samsung and SK Hynix are seeking to raise server memory chip prices by 70% [2] Group 2 - Goldman Sachs recommends overweighting Chinese stocks, projecting a 15% to 20% annual increase in the Chinese stock market for 2026 and 2027, supported by earnings growth and valuation re-rating [10] - The report highlights structural upward potential in Chinese exports and a rebound in investments due to policy support, with a focus on service consumption and increased vacation days [10] - According to招商证券, A-share market is expected to see a net inflow of 1.56 trillion yuan, providing liquidity support for a slow bull market [11] Group 3 - The report indicates that public funds are likely to continue their recovery trend, with insurance funds expected to increase their investment in the stock market due to policy encouragement [11] - Private equity funds are anticipated to attract high-net-worth individuals, contributing to significant incremental capital [11] - The current appreciation of the RMB may attract foreign capital inflows, although the absolute scale may not match other funding sources [11] Group 4 - The MACD golden cross signal has formed, indicating positive momentum for certain stocks [12]

Core Viewpoint - The A-share market has shown strong performance, achieving a 12-day consecutive rise and surpassing the 4000-point mark, marking the longest winning streak since 1993, driven by various sectors including AI and semiconductor stocks [1][11]. Market Performance - The A-share market's trading volume reached 2.5 trillion yuan, with significant gains across multiple sectors, including brain-computer interfaces, AI applications, commercial aerospace, memory chips, and innovative pharmaceuticals [1]. - The South Korean Composite Index rose approximately 3.4%, while the Nikkei 225 Index increased nearly 3%, with AI chip concepts leading the gains [1]. Sector Highlights - The semiconductor sector saw the China-Korea Semiconductor ETF rise by 8.45%, driven by news of Samsung and SK Hynix seeking a 70% price increase for server memory chips [1]. - Medical ETFs, including the Hong Kong Medical ETF and the Hong Kong Innovative Drug ETF, experienced significant increases of 7.13% and 6.97%, respectively, with medical device ETFs also performing well [1][2]. Fund Inflows - Various ETFs, including the Satellite ETF and the Robotics ETF, are expected to see net inflows of 690 million yuan and 340 million yuan, respectively, indicating strong investor interest [4]. - The overall sentiment in the A-share market is positive, with expectations of increased capital inflows [5]. Future Outlook - Goldman Sachs has recommended overweighting Chinese stocks, projecting annual returns of 15%-20% for the Chinese stock market in 2026-2027, driven by factors such as profit improvement, valuation recovery, policy support, and macro resilience [11][12]. - Key drivers for profit growth include manufacturing upgrades, AI application advantages, improved profit margins, and a structural increase in exports of high-value products [11].

继上周五大涨迎来开门红后，港股三大指数今日呈现窄幅震荡行情，截止收盘，恒生指数微幅上涨 0.03%，国企指数跌0.22%，恒生科技指数微涨0.09%。 盘面上，大型科技股走势分化，AI模型可灵在海外广受欢迎，快手大涨11%表现尤其抢眼，阿里巴巴涨 2.55%，网易跌近3%，小米、京东走低；去年我国创新药对外授权破千亿美元，JPM大会将于本月举 行，生物医药股集体活跃，平安好医生领衔互联网医疗股上涨；行业政策利好催化，内房股拉升，绿城 中国、中国金茂涨幅居前；马斯克"量产预告"催化，脑机接口概念大爆发，南京熊猫电子飙升近40%， 微创脑科学大涨近20%。 另一方面，中金展望2026年，预计内地汽车业政策延续之下内需面临一定挑战，汽车股全天低迷，长城 汽车跌超6%；大摩下调油价预期，因全球供应过剩势将扩大，三桶油集体下跌，风电龙头金风科技大 跌超8%，内银股集体走低，其中农业银行跌3.2%，招商银行跌2.8%。(格隆汇) ...

中新网1月5日电 1月5日，2026年首个交易日，A股三大股指集体上涨，沪指重返4000点上方。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 科创综指 | | 4023.42 | 13828.63 | 1695.84 | | +54.58 +1.38% +303.61 +2.24% +59.14 +3.61% | | | | 万得全A | 创业板指 | 北证50 | | 6537.94 | 3294.55 | 1466.42 | | +127.70 +1.99% +91.38 +2.85% +25.99 +1.80% | | | | 沪深300 | 中证500 | 中证A500 | | 4717.75 | 7651.20 | 5763.30 | | +87.81 +1.90% +185.62 +2.49% +120.48 +2.14% | | | | 中证1000 | 深证100 | 中证红利 | | 7753.88 | 5928.32 | 5525.12 | | +158.60 +2.09% +110.86 +1.91% +21.14 ...

（原标题：A股午评：沪指收复4000点大关！创业板指涨2.15%，脑机接口概念现涨停潮） 盘面上，脑机接口概念大面积涨停，创新医疗、三博脑科、美好医疗等超20股涨停，马斯克旗下 Neuralink将开始大规模生产脑机接口设备。保险板块大涨，中国太保、新华保险双双创新高。存储芯 片、贵金属、商业航天等板块走强，海南自贸区板块回调。 2026年首个A股交易日，三大指数强势大涨，截至午间收盘，沪指涨1.07%报4011.45点，深成指涨 1.87%，创业板指涨2.15%，北证50指数涨1.31%。沪深京三市半日成交额16489亿元，较上日放量3240 亿元，全市场超4000只个股上涨。 ...

2026年首个交易日，A股高开高走，上证指数时隔34个交易日重回4000点，截至发稿时，沪指涨幅已超1%。 华龙证券2026年A股投资策略报告：突破，百尺竿头，更进一步 市场"慢牛"延续，有望向上突破。一是2026年上市公司业绩仍有望总体上升。一方面"十五五"开局之年，政策端持续发力，继续实施更加积极的财政政策 和适度宽松的货币政策。另一方面经济的内生动能在政策的支撑下有望不断恢复，将推动上市公司基本面持续改善。 二是全球经济具备韧性，尽管局部贸易保护主义抬头，但总体影响可控，预计外贸端仍将维持较强韧性。 | W | | | 上证指数(000001) | | | | --- | --- | --- | --- | --- | --- | | 01-05 11:07:24 | | | | | | | 4009.09 | | 昨收 | 3968.84 | 成交额 | 6324.89亿 | | +40.25 | +1.01% | 今开 | 3986.97 | 成交量 | 350.37亿 | | 上涨 | 1717 | 本播 | 82 | 下跌 | 541 | | 最高价 | 4010.37 | 市图率 | 16.7 ...