【导读】1月12日，港股成交额再破3000亿港元，恒生科技指数大涨3.10% 中国基金报记者 格林 1月12日，港股放量大涨。其中，恒生指数收涨1.44%，报26608.48点；恒生中国企业指数 收涨1.90%，报9220.08点；恒生科技指数收涨3.10%，报5863.20点。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | HSI | 恒生指数 | 26608.48c | 376.69 | 1.44% | 3062亿 | 3.82% | | 2 | HSTECH | 恒生科技 | 5863.20c | 176.06 | 3.10% | 1038亿 | 6.29% | | 3 | HSBIO | 恒生生物科技 | 16175.18c | 121.26 | 0.76% | 177亿 | 14.08% | | 4 | HSCEI | 恒生中国企业指数 | 9220.08c | 171.55 | 1.90% | 1211亿 | 3.44% | | 5 | HS ...

Satellite Internet - China has applied to the International Telecommunication Union (ITU) for over 200,000 satellite frequency resources, indicating that the application for satellite frequency resources has reached a national strategic level [1] - The initiative is led by the "national team" Radio Innovation Institute, aiming to integrate resources and leverage market advantages to accelerate the industry’s catch-up with SpaceX [1] Robotics Industry - Tesla's Optimus supply chain primary supplier, Hangzhou Xinjian Electromechanical Transmission Co., Ltd., has initiated IPO counseling, attracting significant market attention due to its high profile in the supply chain [2] Data Security and AI Governance - The National Internet Information Office has publicly solicited opinions on the "Regulations on the Collection and Use of Personal Information by Internet Applications (Draft for Comments)," aimed at regulating personal information collection and usage activities by apps [3] - The initiative seeks to protect personal information rights [3] Artificial Intelligence Frontiers - Yang Zhilin, founder of Moon's Dark Side, stated plans for long-term iterations to the K100 model, focusing on continuous optimization of architecture and data quality to advance AGI/ASI development [3] - The Yangtze River Delta Integration Large Model (YRD-P1) has been officially released to provide AI decision support for regional development [4] Smart Healthcare - The National Medical Insurance Administration has launched a pilot project for "Personal Medical Insurance Cloud," aiming to create a new model for smart medical insurance management that covers the entire population and lifecycle [5] Technology Giants Dynamics - Elon Musk announced that his platform X will open-source its latest content recommendation algorithm within a week and commit to updating the code every four weeks [5] Foreign Capital Dynamics - Since the beginning of 2026, foreign institutions have frequently increased their holdings in Chinese assets, with JPMorgan intensively increasing its holdings in companies like CATL, Ganfeng Lithium, and Sinopharm in the Hong Kong market [6] - Several US-listed Chinese technology ETFs continue to attract capital inflows, reflecting international capital's optimism towards the Chinese economy and technology sector [6] Policy Guidance for Medium to Long-term Capital - The China Securities Regulatory Commission stated it will continue to improve the institutional environment to promote the scale and proportion of various medium to long-term funds entering the market, optimizing arrangements for qualified foreign investors to attract and retain long-term capital [7] Low-altitude Economy/Unmanned Transport - The "Tianma-1000" unmanned transport aircraft developed by China Weapon Industry Group has successfully completed its maiden flight, featuring high-altitude adaptability, short-distance takeoff and landing, and dual-mode switching for cargo/airdrop, with a maximum load of 1 ton and a range of 1,800 kilometers [8] Market Strategy Observation - The market remains active under multiple favorable factors such as policy support, foreign capital inflow, and industry catalysts, with the strategic status of satellite internet confirmed by officials, potentially strengthening the main market trend [8] - Expectations for medium to long-term capital entering the market and actual foreign capital increases provide a space for incremental capital imagination [8] - Continuous events in technology frontiers such as robotics, AI, and low-altitude economy create abundant rotation opportunities [8]