部分银行短期大额存单利率进入"0字头" 与普通定存相差无几 自今年开年以来，多家银行正在密集推出2026年首期大额存单产品。记者根据中国货币网数据统计，截 至1月7日，今年已有超过30家银行发布2026年第一期大额存单发行公告。值得关注的是，当下有银行的 三个月短期大额存单利率甚至已跌破1%水平，进入"0字头"，利率与普通定期存款相差无几。如1月7日 云南腾冲农商银行发布的《2026年大额存单第1期发行要素公告》显示，该行计划发行量为0.1亿元的 2026年首期大额存单，期限为三个月，起存金额20万元，利率仅0.95%。（时代财经） 财政部、税务总局：自2026年4月1日起 取消光伏等产品增值税出口退税 财政部公告，自2026年4月1日起，取消光伏等产品增值税出口退税。自2026年4月1日起至2026年12月31 日，将电池产品的增值税出口退税率由9%下调至6%；2027年1月1日起，取消电池产品增值税出口退 税。 卫星ETF暂停申购？多家基金公司回应：未收到相关要求 今日盘中，有市场传言称"卫星ETF下周暂停申购"，对此，记者向多家旗下有卫星ETF的基金公司求 证，均表示暂时没有接到相关要求。有基金公司对记 ...

大家好啊，一起看看今晚市场有哪些值得关注的消息！ 【导读】美股清淡， 上期所沪铜期货主力合约站上十万关口 中国基金报记者 泰勒 美股清淡 12月26日晚间，美股三大指数表现比较清淡，均处于不涨不跌的状态之中。 | 48742.89 V ------- | 23617.03 V ------ | 6936.61 | | --- | --- | --- | | 道琼斯指数 +0.02% | 纳斯达克综合指数 +0.02% | 标普500指数 +0.07% | The Sevens Report的Tom Essaye表示："除非出现地缘政治意外，否则今天应该会是安静的一天——没有经济数据、没有重要 财报，也没有值得关注的美联储官员讲话。" 英伟达股价上涨近2%，消息面上，英伟达公司同意与人工智能初创公司Groq达成一项技术授权协议，进一步加码对"AI热潮"相 关企业的布局，并获得将一种新技术加入自家产品的权利。 这家全球市值最高的上市公司已经付费获得使用Groq技术的授权，并将把Groq的芯片设计整合进未来产品。两家公司表示， Groq的部分高管将离职加入英伟达，协助推进相关整合工作。Groq在周三发布于官网的声明 ...

Group 1 - SF Express has voluntarily exited the Douyin e-commerce return service market, with JD, Zhongtong, and YTO taking over the fulfillment responsibilities [2] - Alibaba's DingTalk has initiated a secret project called "D Plan," potentially entering the AI hardware sector, with speculation about launching a product similar to "Doubao Phone" [3] - China Gold announced the resignation of board member Jia Yubin due to work adjustments, effective immediately upon delivery of the resignation report [4] Group 2 - Vanke A is actively promoting bulk asset transactions, having completed 19 projects with a signed amount of 6.86 billion yuan in the first three quarters, covering various asset types [5][6] - Moutai has denied rumors of supply reduction, stating that normal shipments continue, while some non-standard products have seen reductions of 30%-50% [7] - Digital China confirmed a strong partnership with NVIDIA, distributing multiple series of NVIDIA products, which is expected to positively impact the company's development [8] Group 3 - On December 18, ON Semiconductor announced a collaboration with GlobalFoundries to jointly develop the next generation of GaN power devices, starting with 650V devices [9] - AI model "MiniMax" has passed the Hong Kong Stock Exchange hearing, having developed a series of multimodal general models since its establishment in 2021 [10] - Guizhou Zhenjiu announced a second batch of regions for phase-wise suspension of large-scale recruitment for its Zhen project to ensure healthy market operations [11] Group 4 - Shandong Province has released an action plan to support the development of smart home appliances and service robots, integrating advanced manufacturing and AI technology [12] - ByteDance is advancing collaborations with hardware manufacturers like Vivo and Lenovo to develop AI smartphones, aiming to pre-install AIGC plugins [13] - Zhaoyi Innovation's IPO application has expired after six months since submission, despite passing the Hong Kong Stock Exchange hearing earlier [14]

格隆汇12月19日丨神州数码(000034.SZ)在投资者互动平台表示，公司与英伟达保持着良好的合作关 系，经销多个系列的英伟达产品，可销售产品范围的增加对于公司发展会有积极作用。 ...

Group 1 - The current consumption is not strong, but the weakest phase has passed, with retail sales growth expected to recover gradually in 2024 and 2025 [1][2] - The low point for retail sales growth in 2023 was around June to August, with June and August showing only 2.0% and 2.1% year-on-year growth, respectively [1] - The consumer style index and new consumption composite index have increased significantly, with a rise of 25.3% and 38.4% respectively from September 2024 to May 2025 [2] Group 2 - Factors driving the current consumption recovery include the easing of household balance sheet contraction, stabilization of cash flow due to adjustments in mortgage rates, and the end of the phenomenon of early repayments [3] - Continued and expanded policy benefits are expected to stimulate more durable consumer goods sectors in 2025 [4] - Clear support for new consumption formats is evident, with rapid development in sectors like cultural tourism and senior services [5] Group 3 - The strategic focus on consumer assets was suggested last year, based on indicators showing that consumer goods price indices and core CPI had reached their lows [6] - Historical patterns indicate that price cycles often contain all necessary logic regarding volume, suggesting that understanding price positions can be more insightful than merely analyzing volume [9] Group 4 - The recent trade negotiations and tariff exemptions have positively impacted market sentiment, with global stock markets showing overall gains [10][11] - The U.S. consumer confidence index and long-term inflation expectations have shown slight improvements, indicating that consumer sentiment remains a key support factor for the economy [17] Group 5 - The recent adjustments in monetary policy and liquidity conditions suggest a stable but slightly loose liquidity environment, with the DR007 rate fluctuating between 1.6% and 1.7% [20][21] - The construction sector is experiencing a decline in funding availability, particularly in non-residential projects, indicating a potential slowdown in infrastructure investment [22][23] Group 6 - The upcoming Dragon Boat Festival is expected to see significant inter-regional travel, with a projected year-on-year growth of 7%-8% in travel volume [24][25] - The tourism sector is showing strong recovery, particularly in family travel and inbound tourism, with notable increases in visitor numbers and spending [26]

Core Insights - The analyst call for Nvidia focused on the role of its products and their development in relation to network capabilities [1] Group 1 - The final question during the analyst call was related to networking and how Nvidia's products can leverage this aspect [1]

Group 1 - Baileys is reportedly considering an IPO in Hong Kong [2] - Huadian New Energy has received approval from the CSRC for its IPO registration and will be listed on the Shanghai Stock Exchange [3] - The official response to a viral video showing maggots in Zhengxin Chicken's chicken legs indicates that the local market supervision authority is investigating the incident [4] Group 2 - The average annual salary for urban non-private sector employees in China for 2024 is reported to be 124,110 yuan [6] - China Telecom has appointed Liu Guiqing as the new president and COO [7] - The Ministry of Commerce is promoting the optimization of the departure tax refund policy to boost consumption [8][9] Group 3 - Walmart plans to raise prices on some products in the U.S. due to the impact of tariff policies [10] - Over 500 employees of Voice of America may face layoffs by the end of June due to ongoing litigation [10] - INAIR has launched the world's first mass-produced AI spatial computer [11] Group 4 - Tencent has released the Hunyuan Image 2.0 model, which enables real-time image generation [11] - Manus has introduced an image generation feature that understands user intent [12] - Baidu AI Search has launched a deep search feature based on a content library of over 10 billion items [12] Group 5 - Beijing Zhenyuan Chengchuan Technology has completed a 30 million yuan Series A financing round to enhance its "Zhihui" ecosystem [13] - Fuji Media Holdings reported a net loss of 20.1 billion yen for the fiscal year 2024, marking its first loss since going public in 1997 [14] - Samyang Foods reported a 67% increase in operating profit for Q1, driven by strong overseas demand for its "Fire Noodle" product [14]

Core Viewpoint - Advanced Communication (300541) announced on March 5 that it is an Elite partner of NVIDIA, which has three partnership levels: Elite, Preferred, and Partner [1] Group 1: Company Partnership - The company is classified as an Elite-level partner with NVIDIA, indicating a high level of collaboration and support [1] - The revenue generated from NVIDIA products does not significantly impact the company's overall business operations [1]