行情速递 / Part 01 ①大盘指数，上证指数(+0.09%)/深证成指(-0.58%)/北证50 (-0.70%)/科创50 (-1.15%)/创业板指(-1.23%)/ ②TMT领涨板块，SW营销代理(+7.84%)/SW军工电子Ⅲ (+3.09%)/SW横向通用软件 (+2.18%)/ ③TMT领跌板块，SW通信网络设备及器件(-2.35%)/SW数字芯片设计 (-2.03%)/SW印制电路板 (-1.80%)/ 国内新闻 / Part 02 ①半导体产业纵横，华硕签发《2026 年产品价格调整说明函》/宣布预计从2026 年 1 月 5 日起针对部分产品组合进 行策略性价格调整/说明函称/受全球供应链结构性波动影响/多项关键零组件正承受严峻的成本上升压力/特别是 DRAM与NAND及SSD/ ② 半导纵横，安凯微表示公司的芯片和解决方案覆盖了AI音频眼镜、AI拍摄眼镜和AI显示/投影眼镜等几类主流品 类/可支持视频、音频、无线连接等核心功能/ ③ CINNO，熙泰科技南充12吋硅基OLED微显示产业园项目封顶/该产线将采用全球半导体先进设备及软件系统/并集 成AI质检、数字化孪生等技术/该项目设计 ...

Market Overview - On the last trading day of 2025, A-shares experienced fluctuations with the three major indices declining slightly, while individual stocks showed active performance [1] - The Shanghai Composite Index fell by 0.07%, the Shenzhen Component Index decreased by 0.67%, and the ChiNext Index dropped by 1.1% [1] Key Stock Performances - Major players in the non-ferrous metals sector, Zijin Mining and Luoyang Molybdenum, both reached historical highs [1] - Nengdongguang surged by 919.31%, with intraday gains exceeding 1000% [1] - Leading humanoid robot stock, Sanhua Intelligent Control, rose by 3.75%, also hitting a historical high [1] - Hefei Urban Construction, a stock related to Changxin Technology, hit the daily limit [2] Changxin Technology IPO - Changxin Technology has submitted an IPO application to the Sci-Tech Innovation Board, aiming to raise 29.5 billion yuan for various technology upgrade projects, with a total investment of 34.5 billion yuan [2] - Following this news, stocks related to Changxin Technology, such as Hefei Urban Construction and Shifeng Cement, saw significant price increases [2] Storage Chip Market Dynamics - Recent months have seen reports of rising prices in the storage chip market, with DRAM and NAND Flash prices increasing by over 300% since September [4] - TrendForce's report indicates that DDR4, DDR5, and module prices continue to rise, driven by inventory releases from traders for year-end accounting [4] - Demand for high-bandwidth memory (HBM) and large-capacity storage is increasing, while supply constraints are pushing the market into a price upcycle [5] AI Application Sector - The AI application sector saw a broad increase, with significant gains in AI-related stocks such as AI corpus, Zhiyu AI, and Sora concepts [6] - Major catalysts for the rise in AI applications include Meta's acquisition of Manus and the Hong Kong IPO of Beijing Zhiyu Huazhang Technology [8] - Tencent's release of an open-source translation model supporting 33 languages has also contributed to the sector's strength [8] Future Outlook - The global AI model iteration is accelerating, with expectations for continued high growth in AI model usage and computational demand through 2026 [9] - Investment opportunities are suggested in AI computing power, domestic AI hardware, and AI applications, particularly as potential breakout applications emerge [9]

Market Overview - On the last trading day of 2025, A-shares experienced fluctuations with the three major indices declining slightly, while individual stocks showed active performance [1] - The Shanghai Composite Index fell by 0.07%, the Shenzhen Component Index decreased by 0.67%, and the ChiNext Index dropped by 1.1% [1] Key Stock Performances - Major players in the non-ferrous metals sector, Zijin Mining and Luoyang Molybdenum, both reached historical highs [1] - Nanjing East Light surged by 919.31%, briefly exceeding a 1000% increase during trading [1] - Leading humanoid robot stock, Sanhua Intelligent Control, rose by 3.75%, also hitting a historical high [1] - Hefei Urban Construction, a stock related to Changxin Technology, hit the daily limit [2] Changxin Technology IPO - Changxin Technology has submitted an IPO application to the Sci-Tech Innovation Board, aiming to raise 29.5 billion yuan for various technology upgrade projects, with a total investment of 34.5 billion yuan [2] - Following this announcement, stocks related to Changxin Technology, such as Hefei Urban Construction and Shengfeng Cement, saw significant gains [2] Storage Chip Market Trends - Recent months have seen a surge in storage chip prices, with DRAM and NAND Flash prices increasing by over 300% since September [4] - TrendForce reported that DDR4, DDR5, and module prices continue to rise, indicating a bullish sentiment in the NAND Flash market [4] - Demand for high-bandwidth memory (HBM) and large-capacity storage is increasing, while supply constraints are pushing the market into a price upcycle [5] AI Application Sector - The AI application sector showed strong performance, with various AI-related stocks experiencing significant gains [6] - Major catalysts for the rise in AI applications include Tencent's release of an open-source translation model and ByteDance's updates on its AI models [7][8] - The global AI model iteration is accelerating, with expectations for continued high growth in AI model usage and computational demand through 2026 [8]

（文章来源：每日经济新闻） 每经AI快讯，12月30日，腾讯混元公众号消息，腾讯混元正式开源翻译模型1.5版本，共包含两个模 型：Tencent-HY-MT1.5-1.8B和Tencent-HY-MT1.5-7B，支持33个语种互译以及5种民汉/方言，除了中 文、英语、日语等常见语种，也包含捷克语、马拉地语、爱沙尼亚语、冰岛语等小语种。目前两个模型 均已在腾讯混元官网上线，在开源社区也可直接下载使用。 ...