【周六你需要知道的隔夜全球要闻：美联储新掌门再生变数，金属、美债应声下挫；特朗普关税案下周 或迎美最高法裁决】 1、特朗普周五表示，如果哈塞特不再当国家经济委员会主任，他的政府将失去最 有力的经济代言人之一，想让他继续留任。哈塞特一直被视为接替鲍威尔出任美联储主席的最热门人选 之一。 2、由于遴选下一任美联储主席的进程再添不确定性，金属全线下跌，现货黄金一度下跌1.7%， 现货白银一度下跌5.1%，LME期铜下跌2.3%，LME期铝下跌1.1%，LME期镍下跌5.3%，LME期锌下跌 3.2%，LME期锡下跌7.8%，LME期铅下跌2.6%。 3、随着市场加码押注凯文·沃什将获美联储主席提 名，美国国债价格下跌，交易员下调了对美联储2026年降息两次的预期。 4、交易员们评估伊朗紧张局 势以及更广泛市场的积极情绪，油价以小幅上涨结束动荡一周。WTI2月原油期货收于每桶59.44美元， 涨幅为0.42%；布伦特3月原油期货收于每桶64.13美元，涨幅为0.58%。 5、美国财长贝森特表示，美联 储主席候选人缩减至4人，预计美联储主席人选将在达沃斯之前或回来以后做决定。 6、特朗普称，可 能会对那些不支持美国获得 ...

美埃科技1月16日龙虎榜 1月16日美埃科技（688376）收盘价76.20元，收盘涨停，全天换手率4.22%，振幅17.32%，成交额4.14 亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.92亿元， 其中，买入成交额为1.11亿 元，卖出成交额为8148.40万元，合计净买入2919.22万元。具体来看，今日上榜的前五大买入营业部 中，有1家机构专用席位现身，即买一，买入金额分别为2541.13万元，沪股通为第二大买入营业部，买 入金额为2372.63万元，营业部合计买入6153.86万元。卖出营业部中，沪股通为第二大卖出营业部，卖 出金额为2023.54万元，营业部合计卖出6124.85万元。买卖金额相抵，机构专用席位今日净买入该股 2541.13万元，沪股通今日净买入该股349.08万元。 资金流向方面，该股今日全天主力资金净流入6490.42万元。（数据宝） | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 机构专用 | 2541.13 | | 沪股通专用 | 2372.63 | | 开源 ...

每经AI快讯，星星科技（300256.SZ）1月16日在投资者互动平台表示，公司仅持有北京凌云智能科技有 限公司48%的股权，凌云智能的战略规划不方便透露，双方在车辆姿态控制方面有合作，公司暂无涉及 商业航天、无人机、机器人领域的发展规划。 （文章来源：每日经济新闻） ...

（来源：经济参考报） 在星展银行近期举办的"2026年一季度投资策略展望"专题活动中，星展银行（中国）高级投资策略师邓 志坚表示，展望2026年，市场对多元化资产配置的需求持续上升，亚洲市场成为全球投资者的核心关注 区域。 回顾2025年，邓志坚表示，星展银行此前对亚洲市场的重视得到验证，上证综指、深证成指、恒生指数 及恒深综合指数均实现良好表现。在亚洲主要经济体中，韩国市场涨幅尤为突出，部分东南亚国家市场 亦有亮眼表现。 谈及2026年，邓志坚说，全球"去美元化""去美债化"趋势日益显著，叠加美股科技板块高集中度，市场 对多元化资产配置的需求持续上升，亚洲市场成为全球投资者的核心关注区域。"历史数据显示，美元 走弱周期往往是亚太地区市场的战略配置窗口期——美元指数下行时，亚洲市场通常同步走强。"邓志 坚说。 星展判断，2026年美元仍将维持偏弱态势，这将提升亚洲地区货币的吸引力。同时，亚洲市场在汇率稳 定性、国家安全性及行业发展潜力等方面具备综合优势。"星展自2025年起便上调亚洲市场评级，2026 年仍维持看多观点。"邓志坚说。邓志坚也认为，亚洲市场中，中国优质企业具备较强吸引力，A股与H 股均为核心配置 ...

Group 1: Investment Opportunities in Chinese Tech Stocks - The core advantage of Chinese tech stocks lies in their relatively low valuation compared to US tech stocks, which have experienced significant valuation expansion in recent years [1][24] - Mature Chinese tech companies like Tencent and Alibaba are viewed as core holdings due to their clear business models, stable cash flows, and strong market positions, making them resilient in complex environments [1][24] - There is caution regarding emerging tech companies in the AI sector due to various uncertainties, including regulatory policies, technological iteration speed, and market acceptance, leading to a preference for observation and selective investment rather than blind entry [1][25] Group 2: Global Asset Allocation Strategy - As global markets enter a multi-polar phase with converging interest rates, there is a recommendation to increase exposure to non-US assets, particularly in Germany and China, which are seen as reasonably valued and in recovery [2][35] - The importance of physical assets like gold is rising in an environment of inflation uncertainty and geopolitical conflicts, with gold serving as a source of stability in investment portfolios [2][35] - Emerging markets are expected to show improved risk-return profiles as US monetary policy potentially shifts towards easing, making these markets more attractive [2][35] Group 3: Investment Strategy Evolution - The investment strategy has evolved from a buy-and-hold approach to a more dynamic, scenario-based strategy that emphasizes cross-asset allocation and multi-strategy deployment to enhance overall portfolio resilience [9][11] - The integration of quantitative methods has become essential in identifying risks and managing uncertainties, with a focus on adapting to rapidly changing market conditions [11][13] - The current investment framework emphasizes a structured approach to risk management, allowing for dynamic adjustments and the ability to switch to core assets or defensive strategies during market shocks [13][15] Group 4: Market Trends and Future Outlook - The investment landscape is shifting, with a notable decline in the "There Is No Alternative" (TINA) logic that previously favored US assets, as non-US markets gain attractiveness [34][35] - The potential for inflation to rise again poses a short-term risk, which could lead to tighter monetary policies and impact market liquidity [36][38] - The increasing wealth disparity and its implications for consumer behavior and economic growth are critical considerations for future investment strategies, focusing on companies with power, resources, and technological monopolies [35][36]

格隆汇1月16日丨星星科技(300256.SZ)在互动平台表示，公司仅持有北京凌云智能科技有限公司48%的 股权，凌云智能的战略规划不方便透露，双方在车辆姿态控制方面有合作，公司暂无涉及商业航天、无 人机、机器人领域的发展规划。 ...

格隆汇1月16日丨众合科技(000925.SZ)公布，截至2026年1月16日，本次回购公司股份方案已实施完 毕。公司通过回购专用证券账户，以集中竞价方式累计回购公司股份1052.74万股，占公司当前总股本 的1.56%，实际回购时间区间为2025年4月24日至2026年1月16日。本次回购股份最高成交价为9.17元/ 股，最低成交价为7.40元/股，成交总金额84,615,677.91元(不含印花税、交易佣金等交易费用)。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 出品：新浪财经上市公司研究院 作者：喜乐 2025年的港股市场，资本活动热度以"IPO回暖+增发复苏"的双轮驱动模式，重新回归全球资本市场的核心活跃 阵营。2025年港股IPO市场热度强势回归，全年合计募资2856亿港元（截至2026年1月16日），一跃成为全球IPO 募资规模第一大交易所。再融资方面（含可转债），募集资金规模攀升至2735亿港元，较2024年的533亿港元增 长417%——两者合计5591亿港元，不仅较2024年的1414亿港元翻了近4倍，更接近2021年的峰值水平。 从募资结构来看，港股IPO与再融资的市场格局呈现鲜明反差：IPO募资主要由A to H、分拆上市、中概股回港 等"熟面孔"企业上市主导。例如，宁德时代通过A to H募集410亿港元成为年内港股最大IPO项目，紫金黄金国际 通过分拆上市募资287亿港元，这类成熟企业的上市直接撑起了IPO的核心体量。 而再融资市场的募资格局则截然不同，其更能反映港股二级市场的行业偏好：可选消费行业以989亿港元的募资 规模占据36%的份额，成为绝对主力，这一规模由多笔标志 ...

人民财讯1月16日电，企查查APP显示，近日，杭州睿波科技有限公司成立，经营范围包含：移动通信 设备销售；信息安全设备销售；电子元器件零售；集成电路销售等。企查查股权穿透显示，该公司由东 南网架（002135）等共同持股。 ...

Investment Rating - The report suggests an overweight position in equities while maintaining neutral allocations in bonds, commodities, and cash, with a low allocation to credit [2] Core Insights - Despite high market valuations, macro fundamentals are expected to support the current levels, and high valuations alone do not constitute a bearish signal [3] - Economic growth in 2026 is anticipated to be diversified, driven by fiscal policy, regulatory easing, and AI penetration, while political and geopolitical risks should be monitored [4] - The importance of diversification in asset allocation is emphasized, particularly in the late economic cycle, with a recommendation for alternative strategies and diverse investment styles [5][6] Summary by Sections Economic Outlook - The macro outlook for 2026 is positive, with strong performance expected in the first half, but potential slowdown in the second half. Growth will be more diversified, supported by fiscal policy and AI integration [4] Market Valuation - Current valuations are high, with the S&P Shiller PE ratio at its highest level since the tech bubble, but macro factors support these valuations, indicating that high valuations alone do not signal a market downturn [3] Asset Allocation Strategy - The asset allocation strategy for early 2026 favors risk assets, particularly equities, while maintaining neutral positions in bonds and commodities. Credit is underweighted due to low credit spreads [2] - The report highlights the need for selective and cautious approaches in spread trading and credit investments, recommending an overweight in equities to navigate the current economic environment [7] Sector and Regional Trends - Different regions are driven by various factors, with the U.S. led by technology, while value stocks are recovering in Europe. The report notes a balanced dynamic across sectors, creating opportunities for alpha generation [8] Commodity Market Outlook - The commodity market is expected to see a divergence in returns, with gold projected to rise to $4,900 per ounce by year-end, while Brent crude oil prices are expected to decline to an average of $56 per barrel [18]