| | 月 Jan | | | | | ● A股因节假日休市 港股因节假日休市 ● 美股因节假日休市 (除周末) | | --- | --- | --- | --- | --- | --- | --- | | | | | DL | F | 六 | | | | | | 元旦假期 1 | 72 | ה | ( / 1 | | | | | +=●●● | +四● | 十五 | 十六 | | 5 | 6 | 7 | 8 | 9 | 10 | 11 | | 十七 | 十八 | 十九 | 二十 | 甘一 | 中二 | 甘三 | | 12 | 13 | 14 | 15 | 16 | 17 | 18 | | 甘四 | 甘五 | 甘六 | 甘七 | 甘八 | 甘九 | =+ | | 19 | 20 | 21 | 22 | 23 | 24 | 25 | | 腊月初一● | 初二 | 初三 | 初四 | 初五 | 初六 | 初七 | | 26 | 27 | 28 | 29 | 30 | 31 | | | 初八 | 初九 | 初十 | 十一 | 十二 | 十三 | | | | | 我国调整部分商品关税税率税目 ■ | | | | | ...

1. 美国三大股指期货涨跌不一，纳指期货跌0.03%，标普500指数期货涨0.01%，道指期货跌0.01%。 2. 欧股主要指数齐涨，德国DAX指数涨0.44%，英国富时100指数涨0.39%，法国CAC指数涨0.44%，欧 洲斯托克50指数涨0.7%。 3. 特朗普：考虑起诉鲍威尔，还可能炒了他，预计明年1月宣布新任美联储主席人选。 4. 据CME"美联储观察"：美联储1月降息25个基点概率为16.1%，利率不变概率为83.9%。 5. 国际消费电子展(CES)将于2026年1月6日至9日在美国拉斯维加斯举行，英伟达、苹果、Meta等科技 巨头均参展。 6. Meta斥资数十亿美元收购Manus，Manus创始人肖弘将出任Meta副总裁。 7. 小鹏G7超级增程SUV正式发布，综合续航突破1704公里创全球纪录。 8. Strategy再斥资逾1亿美元买比特币，今年投资收益率达23.2%。 9. 数据分析公司Verisk因监管审查延迟终止收购AccuLynx的交易。 美股时段值得关注的事件： 22:00美国10月FHFA房价指数月率 22:45美国12月芝加哥PMI 本文源自：格隆汇 ...

1. 美国三大股指期货涨跌不一，纳指期货跌0.03%，标普500指数期货涨0.01%，道指期货跌0.01%。 8. 消息称台积电3nm计划提前一年落地美国，防止对手抢占先机。 9. 诺和诺德及礼来分别大幅下调减肥药Wegovy及Mounjaro在中国售价。 10. 波音获86亿美元F-15战机合约，涉及美国对以色列军售。 11. 花旗董事会批准出售俄罗斯业务AO Citibank，预计将录得税前亏损12亿美元。 2. 欧股主要指数齐涨，德国DAX指数涨0.44%，英国富时100指数涨0.39%，法国CAC指数涨0.44%，欧 洲斯托克50指数涨0.7%。 3. 特朗普：考虑起诉鲍威尔，还可能炒了他，预计明年1月宣布新任美联储主席人选。 4. 据CME"美联储观察"：美联储1月降息25个基点概率为16.1%，利率不变概率为83.9%。 5. 国际消费电子展(CES)将于2026年1月6日至9日在美国拉斯维加斯举行，英伟达、苹果、Meta等科技 巨头均参展。 6. Meta斥资数十亿美元收购Manus，Manus创始人肖弘将出任Meta副总裁。 7. 马斯克与内塔尼亚胡讨论AI和自动驾驶合作，将于明年3月访问以色 ...

前不久小米发布了全新17 Ultra，但发布会主要由卢伟冰和许斐主讲，雷军在台下并未上台。现据最新消息，雷总将在 明晚举行跨年直播，将和大家聊聊天。 如上图所见，雷军预热将在12月31日晚8点做一场跨年直播，一起直播聊聊难忘的2025，再展望2026。并表示"前几天在 网上看过一个拆SU7视频，很多人建议拆拆YU7。这次直播，将请工程师现场拆车，一边拆车一边聊，来场硬核跨年！ " 问问大家， 明天2025年最后一天，跨年夜你有什么计划吗？ 历史资讯 ...

周二，A股深强沪弱，根据交易所数据，上证指数涨0.0%报3965.12点，深证成指涨0.49%，创业板指涨0.63%，沪深300涨0.26%，科创50涨1.01%。 责任编辑：山上 沪深两市1734股上涨，3306股下跌，142股持平。合计成交额2.14万亿元，较前一交易日放量约32.81亿元；大盘主力资金净流出387.72亿元，汽车零部件主 力资金净流入居首，其次是家电行业、通用设备、文化传媒、消费电子，通信设备主力资金净流出居首，其次是电子元件、风电设备、光伏设备、航天航 空。 周三是今年最后一个交易日，资深市场人士徐小明指出，周三是日线收盘、周线收盘、月线收盘、也是年线收盘。2025年就这样过去了，中间经历了4月7日 单日大跌千股跌停的至暗时刻，也经历了中间几乎无下跌除了涨就是横的148个交易日的上升周期。2025年是罕见的慢牛走势。 徐小明表示，非常期待中国股市能走出长周期慢牛，他不止一次提到过慢牛对于市场的好处，慢牛才是王道。从目前来看，年线收盘到相对高位基本格局已 定，慢牛也会被历史记录下来。 徐小明分析，今年跟以往最大的不同在于，今年的股市资金很多都是理性投资，居民存款居高不下，代表了市场能投资 ...

Market Overview - The main board saw significant gains with stocks like Hubei Broadcasting (+10.07%), Yuyin Co. (+10.04%), and Jinyi Film (+10.04%) leading the charge [1] - The ChiNext board also performed well, with Baina Qiancheng rising by 19.94% and Digital Certification increasing by 17.46% [1] - The Sci-Tech Innovation board was led by Dingtong Technology (+10.28%) and New Xiangwei (+9.54%) [1] - Active sub-industries included SW Robotics (+4.30%) and SW Marketing Agency (+2.88%) [1] Domestic News - TSMC has quietly announced the mass production of chips using its N2 (2nm) process, achieving improvements in performance and power consumption [1] - Domestic CMOS manufacturer Geke has launched two new single-chip 50 million pixel image sensors, GC50F0 and GC50D1, with the former being the world's first to use 0.64μm small pixels [1] - Aibang has released the Loomos AI display glasses S1, featuring a resolution of 356x200 and a contrast ratio of 1000:1, enhancing visual clarity [1] - BOE has activated China's first 8.6-generation AMOLED production line, with a monthly design capacity of 32,000 glass substrates, focusing on high-end OLED displays for smart devices [1] Company Announcements - Huahai Chengke announced an expected daily related transaction amount of 60 million yuan for 2026, slightly up from 59 million yuan in 2025 due to increased sales and procurement needs [3] - Tonglian Precision reported a delay in some fundraising investment projects, with the Hunan Changsha MIM product production base and Fan Hai R&D center now postponed to June 30, 2026 [3] - Yaxin Security received a government subsidy of 8.5236 million yuan, which is intended to support daily operations or specific projects [3] - Sanlipu announced that it and its subsidiary have obtained 10 patent certificates related to polarizer production and testing [3] International News - Meta has announced plans to acquire the Chinese AI startup Manus, integrating its services into Meta AI products [4] - Omdia forecasts that the transparent display market will reach $100 million by 2032, with a CAGR of 9.3% driven by larger public display screens [4] - Fujitsu has joined a next-generation AI memory development program led by SoftBank, aimed at creating efficient memory solutions for large language models [4] - NVIDIA has completed a $5 billion stock purchase from Intel, customizing Intel's CPUs for its AI platform while integrating NVIDIA's GPU technology into Intel's SoC processors [4]

国家发展改革委、财政部发布关于2026年实施大规模设备更新和消费品以旧换新政策的通知。 支持数码和智能产品购新。个人消费者购买手机、平板、智能手表手环、智能眼镜等4类产品（单件销 售价格不超过6000元），按产品销售价格的15%给予补贴，每位消费者每类产品可补贴1件，每件补贴 不超过500元。支持智能家居产品（含适老化家居产品）购新补贴，具体补贴品类、补贴标准由地方结 合实际自主合理制定。 来源：国家发改委网站 ...

Market Performance - The market experienced a volatile upward trend today, with the robotics sector leading the gains, as evidenced by the National Robotics Industry Index rising by 4.3% [1] - The China Securities Intelligent Electric Vehicle Index increased by 1.3%, the China Securities Consumer Electronics Theme Index rose by 0.9%, and the China Securities Internet of Things Theme Index went up by 0.8% [1] - The trading volume was active, with the E Fund Robotics ETF (159530) achieving a total transaction volume exceeding 1.7 billion yuan, significantly higher than the previous day, and receiving over 30 million net subscriptions [1] Industry Developments - The Ministry of Industry and Information Technology has officially established a standardization technical committee for humanoid robots and embodied intelligence, which will oversee the development and revision of standards in this field [1] - The establishment of this committee signifies a transition for the humanoid robot and embodied intelligence industry from a phase of fragmented technology paths and inconsistent product standards to a standardized development trajectory led by national standards [1] - A unified standard system is expected to reduce R&D and adaptation costs, accelerate the commercialization of technological achievements, and provide clear technical guidance and market access criteria for companies across the industry chain, thereby enhancing the overall investment value of the sector [1]

人民财讯12月30日电，国家发展改革委、财政部发布关于2026年实施大规模设备更新和消费品以旧换新 政策的通知，其中提出，支持数码和智能产品购新。个人消费者购买手机、平板、智能手表手环、智能 眼镜等4类产品(单件销售价格不超过6000元)，按产品销售价格的15%给予补贴，每位消费者每类产品可 补贴1件，每件补贴不超过500元。支持智能家居产品(含适老化家居产品)购新补贴，具体补贴品类、补 贴标准由地方结合实际自主合理制定。 ...

水皮杂谈 一家之言 兼听则明 偏听则暗 上证指数连拉九根阳线之际，市场曾有 " 九九归一、众望所归 " 的预期，而当第十根阳线出 现时，看似 在 "禅意"上 达成 " 十全十美 " 的走势，但从盘面细节观察，主力操作已显 处 心积虑的 刻意。 今天 这根阳线实体不小，实则为假阳线 —— 因开盘大幅低开，盘中主力拉升后便开始回落。 尽管上证指数最终收阳，但 今天 并未实现实际上涨，且集合竞价阶段微跌 0.16% 。这一微 小跌幅虽近乎微不足道，却打破了此前的连涨 的 "金身" 态势，让这根阳线的本质显露无 遗。 近期瑞士市场多次上演 " 关键时刻跳水后被拉回 " 的戏码：前天盘中两度高位跳水，分别出 现在午盘收盘前与下午两点左右；昨天盘中同样经历两次跳水，幅度虽不大，最终仍勉强收 红。 今天 类似剧情再度上演，盘中至少两次出现跳水迹象， 一次出现在下午 1: 20 左右，另外一 次在下午的 2: 01 左右，这两个时间段抛 盘汹涌猛烈，好在主力在行情即将形成恐慌性下跌 十分完美 盘面消息 沪指今日几乎平收，日线"十连阳"，收报3965.12点；深证成指涨0.49%，收报13604.07 点；创业板指涨0.63% ...