Group 1 - The core viewpoint of the articles highlights significant movements in the stock market, particularly in Hong Kong and the US, driven by various company announcements and market trends [1][2][3][5][6][7][8]. Group 2 - 万国数据-SW (09698) saw a rise of over 3.6% following the announcement of a successful C-round financing of $2 billion for its international business platform DayOne [1]. - 智谱 (02513) experienced a surge of over 24% on its second day of trading, becoming the first global large model stock listed on the Hong Kong Stock Exchange [1]. - 禾赛-W (02525) increased by over 3% after showcasing its latest lidar technology at CES 2026, along with updates on delivery volume and strategic partnerships [1]. - Lithium battery concept stocks rose, with 中创新航 (03931) up 4.74%, as the Ministry of Industry and Information Technology announced a meeting to regulate the battery industry [1]. - 快手-W (01024) gained over 2.3% as Goldman Sachs projected that its AI model upgrades would enhance overseas user recognition and revenue [2]. - 佳鑫国际资源 (03858) rose over 5.4% after announcing a mining service procurement agreement worth approximately 2.27 billion HKD [2]. - Gold stocks generally increased, with 山东黄金 (01787) up 6.01%, driven by geopolitical risks and expectations of interest rate cuts supporting gold prices [2]. - 九方智投控股 (09636) rose over 5.6% following the announcement of acquiring JF Financial Company Limited [3]. - 凌雄科技 (02436) surged by over 96.85%, with expectations of significant market penetration in the DaaS sector over the next five years [3]. - 理士国际 (00842) plummeted over 60% after announcing a plan to split and list on the US stock market [3]. - Buda Juice (BUDA.US) debuted on the US market with an 8.13% increase, focusing on fresh juice and health drinks [5]. - 虎牙 (HUYA.US) reached a five-and-a-half-month high, rising 14.47% after the successful launch of a new mobile game [5]. - Applied Digital (APLD.US) led gains in the crypto mining sector with a 250% year-over-year revenue increase [5]. - Critical Metals (CRML.US) saw a near 10% rise but later fell, having gained over 110% in the first five trading days of the year [6]. - 哔哩哔哩 (BILI.US) rose 6.51% as Morgan Stanley noted stable ad performance despite uncertain gaming prospects [6]. - Storage stocks fell, with SanDisk (SNDK.US) down 5.38%, amid concerns over the sustainability of AI-related capital expenditures [6]. - The space sector saw gains, with L3Harris Technologies (LHX.US) up 5.16% after a strategic sale [7]. - Chip stocks declined, with NVIDIA (NVDA.US) down 2.15%, reflecting broader market concerns [7]. - Precious metals stocks fell, with significant drops in silver and gold prices due to liquidity shocks [8].

保利置业集团(00119.HK)：2025年累计实现合同销售金额约502亿元，同比减少7.38%。 融创中国(01918.HK)：2025年累计实现合同销售金额约368.4亿元，同比减少21.85%。 1月7日，昨夜美股大幅上升，大市气氛维持良好，道指及标普500指数再创历史新高，三大指数均录得 升幅收市。港股股指集体低开，其中恒生指数跌0.41%报26601.83点，恒生科技指数跌0.28%报5809.01 点，国企指数跌0.3%报9216.74点，红筹指数跌0.07%报4138.17点。 盘面上，大型科技股多数走低，阿里巴巴跌2.45%，腾讯控股跌0.79%，京东集团涨0.35%，网易涨 0.52%，哔哩哔哩跌1.31%；芯片股高开，华虹半导体涨超2%；有色金属板块延续涨势，紫金矿业涨超 1%；汽车股部分下跌，蔚来跌超2%。昨日领衔大市上涨的保险股、中资券商股走低。另外，半导体 股、脑机接口概念股多数上涨。 企业新闻 雅迪控股(01585.HK)：预计2025年净利润不少于人民币29亿元，上一年同期为12.7亿元。主要由于电动 两轮车销售增加及优化产品结构所致。 协合新能源(00182.HK)：成功于新加 ...

对于2026年全球经济增速小幅放缓至3%左右的主流预测，夏春表示，总体契合预期。"最近几年，世界 银行、IMF的全球预测与最终结果相对稳健。" 他进一步拆解，全球经济的上行动力主要来自两方面。一是全球化仍在深化，新兴市场与"一带一路"倡 议持续发力；若中美关系缓和，中国内需政策红利将进一步带动全球经济联动，美元走软也会利好新兴 市场。二是人工智能应用进入企业端落地期，从过去拼算力、拼数据中心，进入到企业端的应用，这将 在全球带来一波上行动力。 中经记者 张漫游 北京报道 2026 年已至，全球经济站在了新的十字路口。2022年以后，地缘政治、产业变革与流动性调整多重因 素交织，投资者该如何找准方向？ 日前，在《中国经营报》零观财经栏目中，《中国经营报》记者采访了智汇集团创始人及首席经济学家 夏春。他认为，2026 年全球经济增速将符合主流机构预测的3%左右，呈现"上行动力与下行压力并 存"的新常态。其中，上行动力来自全球化深化与AI企业端落地，下行压力则源于全球债务扩张与少子 老龄化。夏春提醒称，投资者要摒弃单一资产集中配置的习惯，以低风险为核心做资产组合，才能穿越 市场波动实现长期增值。 全球经济：上行动力 ...

Core Viewpoint - The article discusses the journey of an individual transitioning from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The individual initially pursued a career in politics but faced challenges that led to a shift towards finance and investment [1] - After a stint in a sales role at a law firm, where the individual excelled and managed a team, the experience contributed to a deeper understanding of company sales strategies [1] - The individual worked as an investment advisory representative with Fidelity, focusing on 401K planning, but found the company's approach misaligned with their value investing philosophy [1] Group 2: Investment Philosophy - The individual emphasizes a value investing approach, prioritizing an owner's mindset and a long-term investment horizon [1] - The experience gained from reading annual reports and books on public companies has been instrumental in assessing company prospects [1] - The individual expresses excitement when products have strong market demand, indicating a preference for investments that demonstrate inherent value [1] Group 3: Current Endeavors - The individual began writing for Seeking Alpha in November 2023 to share investment opportunities discovered through personal research and experience [1] - The articles serve as a platform for the individual to document and share the investment journey with readers, fostering a community of like-minded investors [1]

退费，看似是一个简单的资金回流动作，实则背后牵扯着诸多复杂的因素。它可能是投资者因自身财务状况变化、投资目标调整而做出的理性决策，也可能 是对机构服务存在疑虑、对投资效果不满意后的无奈之举。无论何种原因，当投资者提出退费需求时，机构能否以积极、负责的态度应对，能否提供清晰、 顺畅的退费流程，便成为了衡量其服务可靠性的重要指标。 可靠的服务，首先体现在对退费政策的明确与透明上。一家值得信赖的机构，会在投资者入金之初，就以清晰、易懂的方式告知其退费的相关规则，包括退 费的条件、流程、时间节点以及可能涉及的费用等。这种提前告知，避免了投资者在后续退费过程中因信息不对称而产生的误解与纠纷，让投资者在做出投 资决策时就能心中有数，感受到机构的诚信与专业。 而在退费流程的实际操作中，可靠的服务更是体现在每一个细节之中。从投资者提出退费申请的那一刻起，机构就应迅速响应，安排专人对接，为投资者提 供一对一的指导与帮助。无论是线上操作还是线下办理，都应确保流程简洁明了，减少不必要的环节与等待时间。同时，对于退费过程中可能出现的问题与 疑问，机构也应及时解答，让投资者感受到被重视与被尊重。 . . . . . . . . . . ...

Joining me now is ProShares global investment strategist Simeon Heyman. Welcome. >> Thanks for having me. >> Um, you're absolutely right there. There's kind of two things going on here. And those who are worried that the market's only up because of an AI bubble should also be aware of the larger soft landing narrative here. There was never a recession. Now rates are coming down. So where what do you think is going on? >> It's it's actually almost that the soft landing is the nearer term thing. The AI thing ...

11月，证监会宣布对北京中方信富投资管理咨询有限公司处以300万元罚款，并撤销证券投资咨询业务 许可。 经查，大摩投资未按照规定保存且毁损有关文件和资料，向证券监管部门报送的文件存在重大遗漏，相 关违法行为情节严重。 经查明，大摩投资等当事人存在以下违法事实： 【深圳商报讯】（记者 陈燕青）12月19日，证监会宣布，对青岛大摩证券投资有限公司（下称大摩投 资）处以300万元罚款，并处撤销证券投资咨询业务许可。同时，证监会对4名相关责任人给予警告，分 别处以60万元、50万元、40万元、30万元的罚款。 二是向证券监管部门报送的文件存在重大遗漏。大摩投资即墨分公司与大摩投资济南分公司均为大摩投 资分支机构。2022年9月至2024年8月，大摩投资通过证监会机构监管相关信息系统逐月报送的相关财务 报表中，未包含大摩投资即墨分公司、大摩投资济南分公司财务数据，导致相关财务数据存在重大遗 漏。上述事项所涉财务期间为2022年8月至2024年7月，累计漏报营业收入4.85亿元，相关行为持续时间 长、涉案金额大，情节严重。 在听证中，大摩投资及其代理人以及4名责任人均提出申辩意见，希望免于处罚或从轻、减轻处罚。不 过，相 ...

深圳商报·读创客户端记者 陈燕青 记者注意到，在被撤销牌照之前大摩投资已多次被监管处罚。去年8月，青岛证监局曾对大摩投资采取 责令暂停新增客户6个月的监管措施。去年12月，山东证监局对大摩投资济南分公司采取责令改正措 施。 据统计，截至目前，证监会及各地证监局、基金业协会等今年已对投资咨询公司开出近80张罚单，涉及 50家机构，罚单数量已超过去年全年。 一是未按照规定保存且毁损有关文件和资料。 经查，2020年以来，大摩投资济南分公司通过微信公众号"大摩指数"提供课程售卖及观看、发送资讯及 互动聊天等投资咨询服务，并通过第三方公司等引流方或推广公司为投教课程提供互联网引流推广服 务。大摩投资未按照规定保存上述业务推广、服务记录等有关资料，且故意删除数据库中相关服务记录 的部分数据。相关业务涉及众多客户，金额较大，情节严重。 二是向证券监管部门报送的文件存在重大遗漏。大摩投资即墨分公司与大摩投资济南分公司均为大摩投 资分支机构。2022年9月至2024年8月，大摩投资通过证监会机构监管相关信息系统逐月报送的相关财务 报表中，未包含大摩投资即墨分公司、大摩投资济南分公司财务数据，导致相关财务数据存在重大遗 漏。上 ...

在投资领域，市场波动如同潮汐涨落，投资者因策略调整、风险偏好变化或市场环境变动而提出退费需 求时，专业机构的服务态度与处理能力，往往成为化解矛盾、深化信任的关键。当退费不再是服务关系 的终点，而是成为展现专业素养与责任担当的契机，投资者收获的不仅是资金回笼的保障，更是对机构 长期价值的认可。 I the œ · 日H 1 服务温度则是专业态度中不可或缺的情感纽带。退费诉求背后，往往隐藏着投资者的情绪波动与情感需 求。机构应通过多渠道沟通机制，如专属客服、投资者交流活动等，主动倾听投资者声音，理解其真实 诉求。对于因市场短期下跌产生焦虑的投资者，以耐心沟通缓解其情绪，提供心理支持；对于对服务流 程不满的投资者，则迅速响应并优化服务细节，如简化手续、缩短办理周期等。这种"以情动人"的服务 模式，让投资者感受到被重视、被关怀，从而建立起更深厚的情感连接，为企业口碑注入"有温度"的内 涵。 当专业态度贯穿退费全流程，投资者收获的不仅是资金的安全退出，更是对机构专业能力与责任担当的 长期信赖。这种信赖，将成为机构在市场波动中稳健前行的基石，也为投资者创造更安全、更有价值的 财富增长环境。 专业态度首先体现在对流程的严谨 ...

Group 1 - Ed Yardeni, founder of Yardeni Research, predicts that gold prices will reach $10,000 per ounce and the S&P 500 index will hit 10,000 points by the end of 2029 [1][4] - Key factors driving this bullish outlook include economic instability and geopolitical events, leading to increased demand for gold [1] - Central banks are continuously buying gold, with 95% planning to increase their gold reserves in the coming year, and 43% intending to actively raise their gold allocation, the highest level since 2019 [1] Group 2 - Yardeni notes that gold prices are in an upward channel, with the next price surge expected to begin in mid-2026, targeting $5,000 per ounce by the end of next year [1] - The S&P 500 index is currently at 6,849.72 points, having increased by 0.3% as of the latest market close [4] - The relationship between gold and the S&P 500 is typically negative in the short term, but their long-term trends are nearly identical [4] Group 3 - Yardeni expresses no opinion on Bitcoin, referring to it as "digital gold" and previously likening it to "digital tulips," indicating uncertainty in its valuation [5] - The company highlights the growing role of cryptocurrency ETFs and regulated investment tools in the market [5] - The impact of the Genius Act, signed by President Trump, is noted, as it establishes new rules for issuing stablecoins backed by U.S. liquid assets, which may reduce demand for Bitcoin trading [5]