新浪科技讯 1月7日下午消息，今日，有市场消息称，字节跳动正在与车企联合造车。对此消息，字节 跳动相关负责人：传言不实，字节跳动没有造车计划。 责任编辑：常福强 新浪科技讯 1月7日下午消息，今日，有市场消息称，字节跳动正在与车企联合造车。对此消息，字节 跳动相关负责人：传言不实，字节跳动没有造车计划。 责任编辑：常福强 ...

2026年1月6日清晨，当投资者打开行情软件时，历史正在屏幕上的K线图中静静流淌。 A股大盘已连续12个交易日收出阳线，追平了2006年和2008年创下的 纪录。 而这一天，市场期待着一项自1993年以来从未有过的成就——13连阳。 | 旅月 | 中概股 | | (Ai) 17 | | --- | --- | --- | --- | | | 695.38 0.78% | | | | 成份股 | | 股吧 | | | 名称 | 最新, | 涨幅↓ | 淵世 | | 贝壳 | 17.110 | 6.54% | 1.051 | | BEKE | | | | | 小牛电动 | 3.330 | 6.05% | 0.191 | | NIU | | | | | 高途 | 2.580 | 5.74% | 0.141 | | GOTU | | | | | 诺机场合报 | 11.210 | 5.46% | 0.58 | | NOAH | | | | | 虎牙 | 3.170 | 4.62% | 0.14( | | HUYA | | | | | 国鼎医药 | 18.090 | 4.39% | 0.76 | | ZLAB | | | ...

Market Overview - The Hong Kong stock market opened lower on January 7, with the Hang Seng Index down 1.01% at 26,439.68 points, the Hang Seng Tech Index down 1.65% at 5,729.41 points, the National Enterprises Index down 1.11% at 9,141.25 points, and the Red Chip Index down 0.64% at 4,114.5 points [1] - Major technology stocks experienced declines, with Alibaba down 4.05%, Tencent down 1.98%, JD.com down 1.47%, Xiaomi down 1.34%, NetEase down 2.18%, Meituan down 2.17%, Kuaishou down 2.78%, and Bilibili down 3.54% [1] - The biopharmaceutical sector continued to rise, with Kangfang Biopharmaceutical up over 6% [1] - The metals sector showed strength, with Luoyang Molybdenum up over 5% [1] - Oil stocks weakened, with PetroChina down over 3% [1] - Automotive stocks faced significant declines, with NIO down over 3% [1] Company News - Yadea Holdings (01585.HK) expects a net profit of no less than RMB 2.9 billion for 2025, up from RMB 1.27 billion in the previous year, driven by increased sales of electric two-wheelers and optimized product structure [2] - Poly Property Group (00119.HK) anticipates a cumulative contract sales amount of approximately RMB 50.2 billion for 2025, a decrease of 7.38% year-on-year [3] - Sunac China (01918.HK) expects a cumulative contract sales amount of approximately RMB 36.84 billion for 2025, down 21.85% year-on-year [4] - Gemdale Corporation (00535.HK) projects a cumulative contract sales total of approximately RMB 10.696 billion for 2025, a decrease of 47.33% year-on-year [5] - Greentown Management Holdings (09979.HK) estimates new project management fees for 2025 to be RMB 9.35 billion, an increase of approximately 0.4% [6] - Yuexiu Property (00123.HK) acquired a land parcel in Shanghai's Pudong New Area for RMB 2.561 billion [7] - Jiufang Zhitu Holdings (09636.HK) completed the acquisition of 100% equity in JF Financial and its core information system [8] - Weimob Group (02013.HK) partnered with Taobao Flash Sale to enhance local retail solutions [8] - Dali Pu Holdings (01921.HK) became a qualified supplier for Saudi Aramco [9] - Xiehe New Energy (00182.HK) successfully completed a secondary listing on the Singapore Stock Exchange [10] - Bokan Vision Cloud-B (02592.HK) submitted a clinical trial application for the new drug CBT-009 [11] - Yingtong Holdings (06883.HK) established a partnership with the Italian high-end fragrance brand CULTI to strengthen its distribution network in China [11] Institutional Insights - Guosen Securities believes that the Hong Kong stock market's recovery has begun, driven by a weaker US dollar and improved domestic liquidity, suggesting a focus on AI and PPI [12] - CITIC Securities anticipates a second round of valuation recovery and performance revival in the Hong Kong market in 2026, recommending attention to technology, healthcare, resource products, essential consumer goods, paper, and aviation sectors [12] - Everbright Securities notes that domestic policy support and a weaker dollar may lead to continued upward movement in the Hong Kong market, highlighting the relative strength of overall profitability [12] - Dongwu Securities indicates that the Hong Kong market is entering a period of upward volatility, emphasizing the importance of dividends and technology growth in the first half of the year [12] - Industrial Securities recommends a bullish stance, predicting a spring rally led by the Hang Seng Tech Index, with a continued bull market expected in 2026 [13]

· 2026 年 1 月 7 日 国都港股操作导航 | 海外市场重要指数 | 收市 | 幅度 | | --- | --- | --- | | 道琼斯工业指数 | 49462.08 | 0.99 | | 标普 500 指数 | 6944.82 | 0.62 | | 纳斯达克综合指数 | 23547.17 | 0.65 | | 英国富时 100 指数 | 10122.73 | 1.18 | | 德国 DAX 指数 | 24892.2 | 0.09 | | 日经 225 指数 | 52518.08 | 1.32 | | 台湾加权指数 | 30576.3 | 1.57 | | 内地股市 | | | | 上证指数 | 4083.67 | 1.50 | | 深证成指 | 14022.55 | 1.40 | | 香港股市 | | | | 恒生指数 | 26710.45 | 1.38 | | 国企指数 | 9244.24 | 1.05 | | 红筹指数 | 4140.89 | 1.33 | | 恒生科技指数 | 5825.26 | 1.46 | | AH 股溢价指数 | 122.86 | -0.27 | | 恒生期货 (1 ...

港股互联网ETF(513770)及其联接基金(017125)被动跟踪中证港股通互联网指数，重仓阿里巴巴-W、腾 讯控股等互联网龙头，两大权重股合计占比近30%；前10大持仓汇聚AI云计算、大模型+各领域AI应用 公司，合计占比超78%，龙头优势显著。目前，港股互联网ETF(513770)最新基金规模超132亿元，支持 日内T+0交易，不受QDII额度限制，流动性佳。 1月7日，开年连涨的港股AI首回调，港股AI核心资产——港股互联网ETF(513770)跌逾2%，不过买盘资 金逢跌积极进场，场内实时溢价率超0.4%。近期，资金流入港股互联网板块，呈现加速态势。上交所 数据显示，港股互联网ETF(513770)昨日单日获资金净流入1.31亿元，近20日资金累计净流入超17亿 元。 分析指出，美联储2026年降息预期的升温，外部流动性压力显著缓解，为港股科技股的估值修复提供 了"黄金窗口"。叠加AI主线持续催化，互联网龙头为中国AI领域领头羊，有望迎来内、外资共振做多。 ...

近期港股互联网ETF（513770）持续获资金积极加码，上交所数据显示，其最新单日再获资金净流入1.31亿元，近5日资金累计净流入3.18亿元。 | -84 | | | 二 图 一 图 九转 画线 工具 © 2 » | | | | | 港股互联 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.565 | | | 10:20 价 0.539 涨跌 -0.012 ... | 2 C10/ = | | 0.539 -0.012 -2.18% | | | | | | | | | | SSE CNY 10:20:23 交易中 查看L2全景 | | | | | | | | | 净值走势 | 华宝中证港股通互联 | | 现金替代比例上限 | | 0.558 | | | | 31% | 委比 28.43% 委员 | | 473901 | | | | | | | | Fill | 0.544 | 89251 | 申购赎回允许情况 | | 0.551 | | | | 0.00% | 卖山 | 0.543 | 53165 | T日预估现全差额 | | | ...

| 分时 多日 * | | F9 盘响盘后 叠加 九死 面线 工具 @ 2 > | | | | | | 港股互联网ETF 1 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.565 | | 513770[湘股互联网ETF] 10:20 价 0.539 涨跌 -0.012 | E 261 | | 0.539 -0.012 -2.18% | | | 513770 | | | | | | | | SSE CNY 10:20:23 交易中 查看L2全覆 净值进势 华宝中证表股通互联 | | | | T+0 品 40,000 | | 0.558 | | | 31% | | | | 现金融代比例上限 | | 100% | | | | | | 或比 | 28.43% 型差 | 473901 | | | | | | | | | 费石 | 0.544 | 89251 | 甲胸腰回允许情况 | | 申购赎回答允许 | | 0.551 | | | 0.00% | 原因 | 0.543 | 53165 | T日预估现金发展 | | 0.56元 ...

Core Insights - The "China Internet Development Report (2025)" outlines the achievements and future prospects of China's internet industry, focusing on infrastructure, technological innovation, industry applications, and governance [1][8]. Infrastructure Development - The 5G network has achieved deep coverage, with a total of 4.486 million base stations by May 2025, an increase of 235,000 from the previous year, accounting for 35.3% of mobile base stations [16]. - The total length of optical cables reached 72.88 million kilometers, with a year-on-year growth of 13.31% [16]. - The backbone network bandwidth exceeded 1300 Tbps, with international communication capacity continuously improving [17]. Technological Innovation and Industry Applications - The artificial intelligence industry is nearing a scale of 600 billion yuan, with Chinese companies accounting for 15% of the global total [2]. - The core industry scale of the Internet of Things (IoT) reached 27.7 trillion yuan, with mobile IoT terminal users numbering 2.78 billion [2]. - Over 340 industrial internet platforms are operational, connecting more than 100 million devices, significantly empowering traditional industries [2]. Digital Application Scenarios - The online retail sales of physical goods reached approximately 13.08 trillion yuan in 2024, with a growth rate of 6.5% [3]. - The cross-border payment amount in RMB reached 64.1 trillion yuan in 2024, showing a year-on-year increase of 23% [3][28]. - The number of users in the online audio-visual sector reached 1.091 billion, with the micro-short drama market surpassing the box office of mainland films for the first time [3]. Future Outlook - The report anticipates that digital technology innovation will accelerate the cultivation of new productive forces, with data elements empowering industrial transformation and upgrading [3][11]. - A new governance system combining technology and management is expected to form, leading the internet industry towards efficiency, security, and intelligence [3].

据悉，"动态百科"所有内容均深度依托百度百科经过验证的词条内容体系，覆盖多学科、多领域知识， 确保内容的科学性、准确性与权威性。 此次大会上，百度百科总经理容薇透露，截至目前，百度百科词条总量已突破3000万，累计贡献用户数 超803万；此外，百度百科"繁星计划"已联合国科大、中科院、北京大学等头部机构的超10万专家和专 业创作者，共建超100万条专业知识。 容薇表示："AI时代，百度百科变得更全、更快、消费感更强。此次发布的新产品是我们迈向20周年新 征程的起点。"她强调，未来，百度百科将在坚守内容权威性、严谨性的基础上，持续探索知识呈现与 获取的更多可能，致力于打造更为"有用"的知识产品，满足广大用户的好奇心与知识需求。 来源：上海证券报·中国证券网 上证报中国证券网讯（记者 罗茂林）1月6日，百度百科举办年终知识盛典。正值其20周年前夕，百度 百科宣布以AI为核心引擎赋能产品，正式推出"动态百科""百科AI知识图谱"等全新功能，以生成式交互 方式重塑知识获取体验。 会上，百度百科宣布推出AI知识交互产品"动态百科"。它通过生成式UI技术，将游戏化、场景化的设计 融入知识呈现，把抽象原理转化为可视化、可操 ...

中泰证券发布研报称，首次覆盖，给予腾讯控股（00700）"买入"评级，AI技术与算力平权时代，看好 中国互联网龙头定义下一个十年。国产AI引领科技创新，科技平权时代，竞争核心或转向开放生态， 期待腾讯带领中国互联网产业走向共赢。 中泰证券主要观点如下： 概况：中国互联网"执牛耳者" （1）复盘：从历史看，从即时通讯工具到社交巨头，自下而上的变革贯穿始终。腾讯的成功离不开对 互联网和全球化最原始理想的践行，即对开放世界的追求。从股价看，上一轮移动互联网的贝塔红利带 来业绩高增的确定性机会。24年股东回报贡献达4.28%，"EPS增速>净利润增速>毛利润增速>收入增 速"成高质量增长范式。 驱动：AI打开想象空间 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 （2）现状："连接"策略是理解腾讯业务逻辑的核心，当前的业务架构可以看成以通信和社交为基准并 包容一定冗余的多模态大模型。当前，广告业务成为新引擎。 空间：C端基业长青，B端蓄势待发。 在不考虑新流量入口的前提下，MAU预计基本稳定；增值服务形成闭环后护城河深，ARPU伴随经济增 长稳步提升；营销服务的量价空间较大；云服务门槛进一步降低后 ...