中新网1月7日电(记者 吴涛 吴家驹)近期，在社交媒体有传言称，字节跳动正在联合多家车企一起造 车。 1月7日，字节跳动相关负责人向中新网表示，传言不实，字节跳动没有造车计划。(完) ...

Core Viewpoint - The recent court ruling in favor of "Live Bar" against "Dongqiudi" highlights the ongoing legal disputes in the sports app industry, emphasizing the importance of reputation management and the potential financial implications of defamation claims [1][5]. Group 1: Legal Proceedings - The Xiamen Siming District People's Court ruled that certain content published by four defendants, including Chen Cong and Beijing Duoge Technology Co., constituted defamation, ordering them to delete related articles, publicly apologize, and jointly compensate Xiamen Aobo Network Technology Co., totaling 121,748 yuan [1][5]. - The legal battle stemmed from a previous investment dispute between Beijing Tianxing Capital and Beijing Duoge Technology, which led to the forced auction of the "Dongqiudi" trademark, ultimately acquired by Aobo for 20.9184 million yuan [3][4]. Group 2: Background and Context - The conflict traces back to 2016 when an investment agreement led to disputes over repayment, culminating in a 2022 arbitration ruling requiring Duoge to return 31.06 million yuan, which was not fulfilled, prompting further legal actions [3][4]. - In October 2024, Chen Cong publicly accused Aobo of colluding with Tianxing to undermine "Dongqiudi," which sparked significant user discussions and negative comments affecting "Live Bar's" brand reputation [4][5]. Group 3: Court's Findings - The court found that the terms "collusion" and "setup" were presented as established facts without sufficient evidence, constituting defamation [5]. - The defendants are required to delete five specific articles within three days and issue a public apology within seven days, with the apology content subject to court approval and to remain visible for at least 30 days [5].

Group 1 - Goldman Sachs expects MSCI China Index and CSI 300 Index to rise by 20% and 12% respectively this year, with "overweight" ratings on A-shares and H-shares [1] - The anticipated market gains will be driven entirely by earnings growth, projected to accelerate from 4% in 2025 to 14% in 2026 and 2027, supported by AI, "going out" strategies, and anti-involution policies [1] - The current market valuation is deemed reasonable, with potential upside from AI monetization, policy stimulus, and liquidity exceeding expectations [1] Group 2 - The net inflow of southbound funds is predicted to reach $200 billion (approximately 1.558 trillion HKD), setting a new historical high compared to 1.4 trillion HKD in 2025 [1] - Domestic asset reallocation may accelerate, potentially bringing an incremental capital of about 3 trillion RMB to the stock market [1] - Total dividends and share buybacks this year may approach 4 trillion RMB, while foreign long-term investors might reduce their selling of Chinese stocks, indicating a potential buying scale of about $10 billion (approximately 79 billion HKD) [1] Group 3 - Retail investors in mainland China are still far from optimal efficiency, with real estate and cash comprising 54% and 28% of their asset allocation, while stocks only account for 11% [2] - The decline in real interest rates and high expected returns from stocks may drive significant funds from cash into the stock market [2] - Continuous disposable income and financial capital growth suggest over 14 trillion RMB of "new funds" will seek investment opportunities annually [2] Group 4 - The firm remains optimistic about the AI theme, upgrading the hardware sector rating to "overweight," aligning it with the internet sector [2] - In the consumer sector, preference is given to services over goods, with a focus on the materials industry, while maintaining an "overweight" rating on the insurance sector [2]

Core Viewpoint - Tencent's WeChat "Public Platform Assistant" mini-program will cease operations starting March 2, 2026, impacting how public account operators manage their accounts [1]. Group 1 - The Public Platform Assistant mini-program provided features for public account operators to easily view daily updates, messages, appreciation information, and official notifications [3]. - Users are advised to download the "Public Account Assistant" from the app market or manage their accounts through the "WeChat" app under the "Public Account" section to continue managing their accounts [3].

该行对百度分拆建议分拆昆仑芯于香港主板上市，持乐观态度，认为这可以帮助释放百度的金融价值， 增强其AI生态系统。百度本月初发公告将将昆仑芯分拆，上市后还是百度的合并子公司，百度依旧持 有其59%的股份。鉴于上述因素，该行维持对百度2025年第四季度以及2026年的收入预测不变，预计经 调整纯利分别为41和191亿元人民币。 大华继显发布研报称，上调百度集团-W(09888)目标价9.9%，从151港元升至166港元，同时上调其美股 目标价，维持"买入"评级。 ...

银行股延续强势，其中阿莱恩斯西部银行上涨141%，齐昂银行上涨1.08%，美国银行、高盛、摩根士丹 利、摩根大通等股均小幅收涨；花旗集团逆势收跌0.65%。 昨晚美股延续了强势，高开高走后全天震荡上行，截至收盘道指上涨0.99%，纳指上涨0.65%，标指上 涨0.62%。盘面上，银行股普涨，科技股延续分化，中概股高开低走，黄金继续拉升。 中概股高开低走，截至收盘中国金龙下跌0.78%，其中腾讯音乐大跌4.71%，爱奇艺下跌3.81%，阿里巴 巴下跌3.43%，理想汽车、百度等股跌幅均在2%上方；拼多多逆势收涨2.97%，贝壳上涨1.58%。 科技股延续分化，其中特斯拉大跌4.14%，超威公司下跌3.04%，苹果下跌1.83%，英伟达、谷歌、奈飞 等股均小幅收跌；高通逆势大涨3.48%，亚马逊上涨3.38%。 理财就是一场修行，有人修有人度，结果就是看谁踩准了点，把握住了机会。 COMEX黄金高开高走，截至收盘上涨1.03%报4505.7美元/盎司，盘中最低报4437.9美元/盎司，最高报 4508.3美元/盎司。 ...

港股通数据统计周报 2025.12.29-2026.01.04 港股通前十大净买入/卖出公司 | 分析师： | 蒋开来 | | --- | --- | | 中央编号： | BWL381 | | 联系电话： | 852-6430 1060 | | 邮箱： | jiangkl@cnzsqh.hk | 1 目录 2 l 港股通前十大净买入/卖出公司 l 港股通净买入/卖出行业分布 l 港股通前十大活跃个股 l 港股通与南下资金介绍 3 港股通本周前十大净买入公司（2025.12.29-2026.01.04） | 序号 | 证券代码 | 证券简称 | 行业 | 港股通持股变动数 | 净买入金额（亿元） | | --- | --- | --- | --- | --- | --- | | 1 | 1288.HK | 农业银行 | 金融 | 181815021 | 10.51 | | 2 | 1398.HK | 工商银行 | 金融 | 103355393 | 6.50 | | 3 | 0386.HK | 中国石油化工股份 | 能源 | 74759971 | 3.49 | | 4 | 1117.HK | 现代牧业 | 日常消 ...

Core Viewpoint - ByteDance has denied rumors regarding plans to enter the automotive industry through a partnership with a car manufacturer, stating that there are no such plans in place [1]. Group 1 - ByteDance responded to multiple media outlets, including "Science and Technology Innovation Board Daily" and "The Paper," clarifying that the rumors about collaborating with a car company to produce vehicles are untrue [1]. - The speculation originated from comments made by Sun Shaojun, the founder of CarFans, who claimed that ByteDance was in talks with a certain car manufacturer for a joint venture in vehicle production [1]. - Previously, ByteDance collaborated with ZTE to launch the nubia M153, which featured the Doubao mobile assistant technology [1].

他指，仍然继续看好股市，行业部署会是科技股、互联网、保险、医疗保险以及消费类板块，预计有机 会受惠国策，以及自身盈利增长。至于今年恒指的升幅有限，他指主要是由于企业盈利尚未全面恢复， 虽然内房去年的销售有所改善，但仍然下降，预计今年的销售只会小幅回升。此外，内银在息差缩小的 情况下，盈利也会受到影响，而一些互联网企业则受到晶片出口限制的影响。这些因素使得中资企业的 估值受到折让。 来源：观点地产网 观点网 香港报道：1月7日，花旗银行投资策略及资产配置主管廖嘉豪指，預計恆指仍有適度的上升空 間，目标恒指今年6月底为27500点，至年底为28800点。 廖嘉豪亦看好人民币今年表现，估计美元兑人民币，今年3月及6月见6.9，9月及12月会升值至6.8，这主 要因为人民银行今年减息及降准空间有限，料人行全年减息20个基点，首季已减10个基点，而降准只有 50个基点。鉴于人民币走向国际化是中央国策，故料内地今年 GDP 有4.7%增长及投资者对投资中国资 产信心加大下、估计人民币全年会稳步升值。 另外，该行又预计2026年美元走势预计将呈先低后高格局。劳动力市场疲弱，失业率走高推升减息预期 是主要拖累因素。花旗分析员 ...

1月7日午后，恒生科技指数跌幅扩大至2%，恒生指数跌超1%。 恒生科技(HSTECH) Q 01-07 13:22:04 新 资讯 相关基金 月度收3 成分 名称 现价 涨跌 三 腾讯音乐-SW -6.20% 66.550 1698.HK 阿里巴巴-W 143.900 -4.58% 9988.HK 比亚迪股份 95.050 -4.18% 1211.HK 厨来-SW 37.420 -3.76% 9866.HK 0 英 审 库 W 206.400 -3.73% 9626.HK 小鹏汽车-W 77.000 -3.51% 9868.HK 零跑汽车 -3.29% 48.840 9863.HK 快手-W 73.550 -2.58% 1024.HK 科网股普遍下挫，腾讯音乐跌超6%，阿里巴巴、比亚迪股份跌超4%， 蔚来、哔哩哔哩、小鹏汽车跌超3%， 快手、网易、腾讯控股、 美团 跌超2%， 京东集团、小米集团跌超1%。华虹半导体逆势涨超4%。 < w | 网易-S | 223.600 | -2.44% | | --- | --- | --- | | 9999.HK | | | | 腾讯控股 | 619.000 | -2.1 ...