英伟达今天清晨在CES展会上开源其首个推理VLA模型Alpamayo 1，助力自动驾驶技术开发。该模型通 过类人思维方式处理复杂驾驶场景，解决自动驾驶长尾问题。Alpamayo 1采用100亿参数架构，可生成 轨迹及推理轨迹，展示决策逻辑。英伟达还发布了配套的仿真工具和数据集，构建完整开发生态系统。 多家企业如捷豹路虎、Lucid、Uber等表示支持，将利用该模型推动L4级自动驾驶部署。英伟达还发布 了多个跨行业AI模型，涵盖代理AI、物理AI、机器人和生物医学等领域，为各行业AI发展提供支持。 同时，英伟达推出Vera Rubin平台，包含六款全新芯片，旨在打造一台人工智能超级计算机。基于Rubin 芯片架构的产品将于2026年下半年上市。亚马逊云服务、谷歌云、微软、OCI将于2026年部署基于Vera Rubin的实例。微软的"Fairwater"人工智能超级工厂将扩展至配备数十万块英伟达Vera Rubin超级芯片。 此外，英伟达推出BlueField-4数据处理器，为英伟达推理上下文内存存储平台提供算力支持。Bluefield- 4将于2026年下半年上市。 -星展银行邓志坚：黄仁勋讲话可以总结为1个 ...

来源：21世纪经济报道 美东时间周一，美国三大股指全线收涨，道指深夜狂飙近600点，最终收涨逾1%报48977.18点，再创历 史新高；芯片股表现亮眼，中概股多数上涨，脑再生科技表现强劲，收盘涨幅达31%；受地缘政治局势 影响，国际油价、金价银价继续走强。 中概股多数上涨，纳斯达克中国金龙指数涨0.49%，万得中概科技龙头指数涨0.3%。 热门中概股方面，脑再生涨超31%，消息面上，马斯克近日表示，他旗下的脑机接口公司Neuralink计划 于2026年大幅提高脑机设备的产量，还将在脑机植入方式上实现创新。 国际油价走强，美油、布油双双涨近2%。 加密货币集体大涨，比特币涨破94000美元关口，近24小时超12万人爆仓。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） ...

Group 1: A-Share Market Performance - The A-share market opened higher on January 5, with all three major indices rising collectively, and the Shanghai Composite Index returning to the 4000-point mark for the first time in 34 trading days [1] - Insurance and precious metals sectors led the gains, with New China Life Insurance (601336) rising nearly 8% to reach a historical high, while China Ping An, China Pacific Insurance (601601), China Life Insurance (601628), and China Reinsurance (601319) also saw significant increases [1] Group 2: Brain-Computer Interface Sector - The brain-computer interface concept experienced a surge, with several companies hitting the daily limit up, including Meihua Medical (301363) and Aipeng Medical (300753), both reaching the 20% limit up, alongside other companies like Botao Bio and Aerospace Changfeng (600855) [1] - The surge was influenced by Elon Musk's announcement regarding Neuralink's plans to significantly increase brain device production by 2026 and innovate in implantation methods [1] Group 3: Lithium Mining and Storage Chip Sector - The lithium mining sector saw a strong rally, particularly in the salt lake lithium extraction direction, with Salt Lake Co. (000792) hitting the daily limit up and reaching a three-and-a-half-year high, while Cangge Mining (000408) rose nearly 6% to set a new historical high [2] - Storage chip concepts also strengthened, with Jiangbolong (301308) rising over 14% and Shanghai Xinyang (300236) increasing over 12%, driven by significant investments in AI infrastructure by major North American cloud service providers [2] Group 4: Storage Chip Market Forecast - Guojin Securities predicts a continued supply-demand imbalance in the global storage chip market for 2026, with DRAM supply expected to grow by 15% to 20% and demand by 20% to 25%, while NAND supply is projected to increase by 13% to 18% and demand by 18% to 23% [3] - The consumption of DRAM and NAND flash in the server sector is expected to surge by 40% to 50% year-on-year, with even faster growth in AI server applications [3] - Price forecasts for storage contracts indicate a potential increase of 30% to 40% in Q1 2026, with DDR5 RDIMM memory prices expected to rise over 40% and NAND flash prices anticipated to see double-digit percentage increases [3]

记者丨黎雨桐 编辑丨金珊 视频丨 柳润瑛 1月5日早盘，A股三大指数集体高开。截至发稿，上证指数时隔34个交易日盘中重回4000点。 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4007.66 13773.56 | | 1685.94 | | +38.82 +0.98% +248.54 +1.84% +49.24 +3.01% | | | | 万得全A | 创业板指 | 北证50 | | 6511.30 | 3274.98 | 1456.52 | | +101.06 +1.58% +71.81 +2.24% +16.09 +1.12% | | | | 沪深300 | 中证500 | 中证A500 | | 4702.83 | 7615.14 | 5741.80 | | +72.89 +1.57% +149.56 +2.00% +98.98 +1.75% | | | | 中证1000 | 深证100 | 中证红利 | | 7702.87 | 5910.30 | 5518.07 | | +107.58 +1.42% | | +92.83 +1.60% +14.09 +0 ...

Market Overview - US stock markets experienced gains, with the Dow Jones up 0.09%, Nasdaq up 0.61%, and S&P 500 up 0.26% [1] - Notable stock movements include Amazon rising by 9.58% and Tesla increasing by 3.74%, while Google A, Nvidia, Apple, Microsoft, and Meta saw declines [1] AI and Technology Developments - Nvidia has reached a significant collaboration agreement with major South Korean companies, including Samsung and SK Group, to deploy 260,000 Blackwell chips for the establishment of Asia's first "Industrial AI Cloud" [2][15] - Tesla is expected to unveil a prototype of a flying car within the year [3] - Neuralink's first trial subject's status has been revealed, with Elon Musk hinting at the implantation of dual brain-machine devices [4] Commodity and Energy Insights - OPEC+ plans to pause oil production increases in the first quarter of next year [5] - Copper prices have surpassed the $11,000 mark, but Goldman Sachs predicts any increase will be temporary, forecasting a reversal in copper prices by early next year [5] Corporate Financials - Berkshire Hathaway's cash reserves have reached a record high of $381.67 billion [6] - Nvidia's CEO Jensen Huang has completed a $1 billion stock sale [7] Market Strategy and Trends - Broker strategies for the upcoming weeks highlight a historical trend where November and year-end market styles shift from "realistic pricing" to "expectation-driven" [9][10] - The focus is expected to shift towards sectors with recovery potential as the market enters a data vacuum period following the third-quarter earnings disclosures [11] Robotics and Innovation - The world's first humanoid robot, "Kua Fu," participated independently in the torch relay for the 15th National Games, showcasing advancements in robotics technology [15][16] - The humanoid robot market is projected to grow significantly, with estimates indicating a market size of approximately 25.62 billion yuan in 2024, expanding to 642.22 billion yuan by 2030, reflecting a compound annual growth rate of 58.90% [16] New Listings and Corporate Announcements - A new stock, Beikang Detection, is available for subscription at a price of 6.7 yuan per share, recognized as a leading inspection and testing service provider in the non-ferrous metals sector [17] - Several companies, including Dongtu Technology and Weigao Blood Purification, are undergoing significant acquisitions and stock resumption activities [18]