Wind最新数据显示，截至2026年1月22日，人工智能ETF最新规模突破100亿元，创成立以来新高。资金 流入方面，拉长时间看，截至2026年1月21日，人工智能ETF近5个交易日内有4日资金净流入，合计"吸 金"11.00亿元。 行业动态方面，1月22日，百度"文心Moment"大会在上海举行。会上，百度正式发布文心大模型5.0正 式版，其基于原生全模态建模，拥有2.4万亿参数，支持文本、图像、音频、视频等多种信息理解输 出。此前，文心5.0以1460分位列LMArena文本榜国内第一、全球第八，超过GPT-5.1-High、Gemini-2.5- Pro等多款国内外主流模型。目前，文心5.0正式版已可在百度千帆平台调用，文心一言官网、百度慧播 星及文心助手等其他百度AI产品也已接入。此前，百度文心助手月活已突破2亿。 中金公司观察到，2026年开年以来，国内外大模型厂商纷纷加码通用Agent产品布局，竞争焦点正从 ChatBot向具备自主规划与执行能力的Agent转移。Anthropic发布桌面级工作伙伴Claude Cowork，阿里 千问打通淘宝闪购生态并内测"任务助理"，字节跳动推出企业AI生产力 ...

1月21日（星期三），今日报刊头条主要内容精华如下： 专题：四大证券报精华 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！ 中国证券报 上海发布18项措施！提升有色金属大宗商品能级 1月20日，上海市委金融办联合上海期货交易所、上海清算所、上海市商务委共同召开新闻发布会，介 绍《加强期现联动提升有色金属大宗商品能级行动方案》相关情况。据悉，2025年12月30日，中共上海 市委金融委员会办公室、中国人民银行上海总部、国家金融监督管理总局上海监管局、中国证券监督管 理委员会上海监管局、上海市商务委员会联合发布《行动方案》。《行动方案》提出，推进有色金属市 场互通，促进期—现—衍联动发展；提升有色金属大宗商品期现货市场国际化水平，增强"上海价格"影 响力；集聚市场主体，培育良好有色金属市场生态圈。 10天翻倍！AI应用大牛股复牌 利欧股份1月20日晚公告称，公司停牌核查工作已完成，将于1月21日（星期三）开市起复牌。近期AI 应用板块行情爆发，利欧股份受到资金追捧，成为AI应用大牛股。 警惕"包过话术"！银行"开门红"贷款调查 日前，社交平台上有部分贷款中介称，多家银行在冲刺信贷"开门红 ...

Group 1 - The Ministry of Finance will continue to implement a more proactive fiscal policy in 2026, focusing on increasing total volume, optimizing structure, improving efficiency, and enhancing momentum to support employment, enterprises, markets, and expectations [1] - The A-share market has seen structural opportunities emerge, particularly in popular sectors such as brain-computer interfaces, commercial aerospace, and embodied intelligence, with several listed companies becoming attractive to institutional investors [1] - Despite recent market fluctuations, industry insiders believe that investment opportunities in sectors like brain-computer interfaces and satellites remain significant due to policy support and technological breakthroughs [1] Group 2 - In 2025, quantitative index enhancement strategies performed exceptionally well in the A-share market, with an average return rate of 45.08%, and nearly 90% of products achieving positive excess returns [2] - Small and mid-cap index enhancement strategies have outperformed, highlighting the continued prominence of industry leaders, while AI integration in strategy design has become mainstream [2] - The private equity industry anticipates structural opportunities in 2026, but also warns of challenges from strategy crowding and style shifts [2] Group 3 - The Ministry of Finance has introduced six policies to support small and micro enterprises, including loan interest subsidies and investment guarantees, aimed at boosting private investment and consumption [3] - Major listed insurance companies are expected to see growth in premium and profit metrics in 2025, benefiting from a strong equity market performance [3] - The overall performance of listed insurance companies is projected to maintain high growth due to favorable market conditions in 2025 [3] Group 4 - Shanghai has launched an action plan to enhance the competitiveness of non-ferrous metal commodities, aiming to strengthen the link between spot and futures markets [4] - The action plan is designed to elevate Shanghai's global pricing influence in the non-ferrous metals sector [4] Group 5 - As of January 20, 2025, 525 A-share companies have disclosed earnings forecasts, with around 200 expecting growth and over 100 projecting net profit increases exceeding 100% [5] - The technology sector, particularly driven by AI, is maintaining high growth, while industries like photovoltaics and liquor are facing performance pressures due to market fluctuations [5] - The global precious metals market has shown strength, with gold and silver prices reaching new historical highs [5] Group 6 - The industrial application of silver is significant, with over 60% of demand coming from industries like photovoltaic energy, which is currently facing cost pressures due to rising silver prices [7] - Companies in the photovoltaic sector are exploring alternatives to silver, such as copper and aluminum, due to cost considerations [7] Group 7 - The high-tech manufacturing sector in China is experiencing robust growth, particularly in robotics, with significant increases in the production of gear reducers and various types of robots [8] - The market for reducers is projected to grow to 151 billion yuan by 2025, with specific increases in the sales of harmonic and RV reducers [8] - Several listed companies are actively expanding their operations in the robotics reducer market [8]

中信建投证券指出，当前AI产业动态密集，海外xAI、Anthropic陆续融资，国内"人工智能+制造政 策"推出，智谱和MiniMax上市大涨，后续DeepSeek-V4推出有望引发新一轮AI应用热潮。随着模型能力 不断提升，尤其是推理与长窗口成本的显著下降，AI下游应用场景正加速进入商业化验证阶段，重点 关注搜索和营销、Coding、多模态、Agent、AI for Science领域，相关公司商业化进程有望进一步加 速。 中国电子信息产业发展研究院发布的《2026年我国人工智能产业发展形势展望》显示，2026年智能体产 业生态将加快成熟，行业企业不断加大智能体应用力度，各领域应用场景逐步拓展。IDC也预测，到 2026年，50%的中国500强数据团队将使用智能体实现数据准备和分析。 通用Agent已展现出强大的基础任务处理能力，在日常对话、信息整合与简单推理方面有了长足进步， 但要应对高度专业化、高精度或高可控要求的复杂场景，仍需特定技能的增强。 Agent Skills本质上是"场景最佳实践+所需工具"的封装，旨在帮助更多用户调用专业技能，定向增强解 决复杂专业问题的能力。Agent Plan（即"长期 ...

Group 1 - The People's Bank of China will announce the one-year and five-year Loan Prime Rates (LPR) on January 20 [2] - The National Development and Reform Commission will hold a press conference on January 20 to discuss the implementation of the central economic work conference and the "14th Five-Year Plan" [2] - The central bank has released the "Management Measures for the Identification of Beneficial Owners of Financial Institutions," effective from January 20, 2026 [2] Group 2 - The U.S. stock market will be closed on January 19 for Martin Luther King Jr. Day and will resume normal trading on January 20 [3] - On January 19, U.S. stock index futures fell, with the S&P 500 down 0.88%, Dow Jones down 0.80%, and Nasdaq 100 down 1.11% [4] Group 3 - The ICE U.S. Dollar Index fell by 0.33% to 99.065 points, while COMEX gold futures rose by 1.77% to $4,676.70 per ounce [5] - The onshore RMB closed at 6.9640 against the U.S. dollar, appreciating by 80 basis points from the previous trading day [5] Group 4 - The Hang Seng Index rose by 0.20% to 26,640 points, and the Hang Seng Tech Index increased by 0.23% to 5,768 points [6] - European stock indices closed lower, with Germany's DAX down 1.34%, France's CAC40 down 1.78%, and the UK's FTSE 100 down 0.39% [6] Group 5 - China's GDP is projected to exceed 140 trillion yuan in 2025, with a year-on-year growth rate of 5% [7] - The industrial added value for the year increased by 5.9%, while the service sector's added value grew by 5.4% [8] Group 6 - The U.S. plans to impose a 10% tariff on goods from eight European countries starting February 1, with the rate increasing to 25% by June 1 [9] - The Chinese Ministry of Foreign Affairs has reiterated its stance on the Greenland issue in response to U.S. tariffs [10] Group 7 - The Supreme People's Procuratorate of China has emphasized the need to maintain economic and financial security and to punish serious economic crimes [11] - A satellite internet low-orbit launch of 19 satellites was successfully completed on January 19 [11] Group 8 - Tesla will restart the development of its Dojo 3 supercomputer project, indicating a commitment to AI technology [17] - Ford is reportedly in talks with BYD for battery procurement for hybrid vehicles, reflecting traditional automakers' engagement with China's EV supply chain [18] Group 9 - Vanke has been executed for approximately 1.09 billion yuan, raising concerns about risks in the real estate sector [19][20] - Porsche's sales in China for 2025 are projected to decline by 26.28%, with the company focusing on maintaining a healthy supply-demand relationship [21] Group 10 - ByteDance's AI platform "Kouzi" has announced a 2.0 brand upgrade, integrating new capabilities to enhance user experience [22] - Honor has launched a limited edition smartphone in collaboration with Pop Mart, showcasing cross-industry innovation [24]

北京商报讯（记者 魏蔚）1月19日，字节跳动旗下的AI智能体扣子2.0正式上线。新版本集成了Agent Skill（技能）、Agent Plan（创建长期计划）、Agent Coding（扣子编程）、Agent Office（职场问题深 度解答）能力。具体来说，Agent Skills：给扣子装上行业技能包，让通用AI变得更专业；Agent Plan： 用户定目标，扣子持续执行并主动汇报；Agent Office：深度理解职场场景，不止答案，更有洞察； Agent Coding：从想法到上线，云端开发如此简单。 ...