港股恒生指数涨1.01%，涨268点，报26877点；恒生科技指数涨0.38%。港股早盘成交1920亿港元。 荣昌生物(09995)涨11.64%，双抗产品RC148授权艾伯维，交易总额最高达56亿美元。 碳酸锂期货价格持续大涨，赣锋锂业（002460）(01772)涨4%；天齐锂业（002466）(09696)涨2.8%。 AI医疗概念股多数走高，英伟达携手礼来斥资10亿美元联合建立实验室。医脉通(02192)涨6%；晶泰控 股(02228)涨5.87%。 阿里巴巴-W(09988)涨3.5%，阿里千问模型下载量破7亿次，阿里云营收增长有望继续加速。 CRO概念股涨幅居前。药明康德（603259）去年净利预计翻倍，板块有望迎"戴维斯双击"。药明康德 (02359)涨7.85%；凯莱英（002821）(06821)涨5%；康龙化成（300759）(03759)涨6%。 方舟健客(06086)涨36%，近期携手腾讯健康数智化升级，"AI+慢病管理"领域技术。 万国黄金集团(03939)涨4.6%，金价走高带动公司股价月内涨超三成。 三只新股挂牌交易。兆易创新（603986）(03986)首挂上市，早盘涨40%， ...

智通财经APP获悉，港股恒生指数涨1.01%，涨268点，报26877点；恒生科技指数涨0.38%。港股早盘成 交1920亿港元。 阿里巴巴-W(09988)涨3.5%，阿里千问模型下载量破7亿次，阿里云营收增长有望继续加速。 CRO概念股涨幅居前。药明康德去年净利预计翻倍，板块有望迎"戴维斯双击"。药明康德(02359)涨 7.85%；凯莱英(06821)涨5%；康龙化成(03759)涨6%。 荣昌生物(09995)涨11.64%，双抗产品RC148授权艾伯维，交易总额最高达56亿美元。 宜明昂科-B(01541)涨超9%，IMM01获批进行动脉粥样硬化治疗的临床试验。 万国黄金集团(03939)涨4.6%，金价走高带动公司股价月内涨超三成。 三只新股挂牌交易。兆易创新(03986)首挂上市，早盘涨40%，公司为存储芯片+MCU国内龙头；BBSB INTL(08610)首挂上市，涨65%；红星冷链(01641)首挂上涨4%。 商业航天概念股集体调整，金风科技(02208)一度跌超13%，午盘跌超6%。 碳酸锂期货价格持续大涨，赣锋锂业(01772)涨4%；天齐锂业(09696)涨2.8%。 AI医疗概念股多 ...

「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息， 本篇 为栏目第 316 篇报道。 整理丨 Lucus 本周（ 1 月 5 日至 1 月 11 日）出海大事件包括 ： TikTok Shop 东南亚开年推出扶持政策 ； 小米国际加入速卖通 "超级品牌出海计划" ； DeepSeek V4 大模型被曝春节前后发布 ； 阿里千问模型下载量激增，累积下载量 7 亿 ； 智谱 创始人发布内部信； 云豹智能提交 IPO 备案，冲刺 DPU 第一股 ； 何小鹏： 2026 年海外布局进一步加快 ； "大空头"迈克尔・伯里披露持有甲骨文看跌期权 ； 马斯克计划建 2 纳米晶圆厂 ； 苹果拟 2028 年首发 2 亿 像素 iPhone ；日本欲打造本土版"星链"系统。 出海四小龙 TikTok Shop 东南亚开年推出扶持政策 1 月 10 日消息， TikTok Shop 东南亚官方宣布，面向东南亚跨境新商家推出扶持政策，覆盖资金投入、规模扩张、物流履约等关键环节，旨在降低新商 家进入东南亚电商市场的初期门槛，提升 " 冷启动 " ...

Group 1: Government Policies and Economic Measures - The State Council, led by Premier Li Qiang, has announced a package of fiscal and financial policies aimed at boosting domestic demand, emphasizing the importance of coordinating fiscal and monetary policies to enhance their effectiveness and encourage social capital participation in consumption and investment [1] - The Ministry of Finance and the State Taxation Administration will cancel the VAT export tax rebate for photovoltaic products starting April 1, 2026, and will reduce the VAT export tax rebate rate for battery products from 9% to 6% during 2026, before completely eliminating it in 2027 [2] Group 2: Employment and Economic Indicators - In December, the U.S. non-farm payrolls increased by 50,000, falling short of the expected 70,000, while the unemployment rate decreased to 4.4%, better than the anticipated 4.5% [3] - Traders are betting that the Federal Reserve will pause interest rate cuts, with expectations of a cumulative reduction of about 50 basis points by 2026 [3] Group 3: Industry Investigations and Developments - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee is conducting an investigation into the competitive landscape of the food delivery platform industry, addressing issues such as excessive subsidies and price competition that are impacting the real economy [4] - Shanghai has launched a three-year action plan to support the transformation and upgrading of advanced manufacturing, focusing on emerging sectors like low-altitude economy and humanoid robots [5] Group 4: Market Trends and Investment Opportunities - The price of rare earth concentrates has been raised for the sixth consecutive quarter, with Baotou Steel and Northern Rare Earth announcing price adjustments for the first quarter of 2026 [6] - Elon Musk's xAI plans to invest over $20 billion in building a data center in Mississippi to meet the rising demand for computing power driven by generative AI [10] - The AI sector is seeing significant investment opportunities, particularly in chip design and manufacturing, with companies like Cambrian, Haiguang Information, and SMIC being highlighted for their potential [10] Group 5: Corporate Announcements and Financial Performance - China Merchants Bank announced a cash dividend distribution of approximately 25.55 billion yuan for the first half of 2025 [12] - Luzhou Laojiao plans to distribute around 2 billion yuan in dividends for the mid-2025 period [12] - Several companies, including Jian Kai Technology and Huati Technology, are facing shareholder reductions, while others like Zhongchuan Defense and Greenland Holdings are projecting significant losses for 2025 [17]

Core Insights - The competition in AI technology is primarily between China and the United States, with Alibaba's Qianwen model making significant strides in the AI to C market [1][8] - Alibaba's Qianwen model has gained recognition among numerous American companies, with notable endorsements from Amazon, Apple, and Airbnb, highlighting its effectiveness and cost advantages over competitors like OpenAI [1][3] - The U.S. is responding to China's advancements in AI by launching initiatives like the "Stargate" project to build AI data centers and proposing legislation to restrict federal agencies from using Chinese AI models [5][6] Group 1 - Alibaba launched the Qianwen app on the 17th, aiming to create a powerful global AI assistant to drive progress across various industries in China [1] - The Qianwen model has achieved over 600 million downloads globally and surpassed 170,000 derivative models, establishing itself as the leading open-source AI model [6] - American companies are increasingly adopting the Qianwen model, indicating a shift in allegiance due to its strong capabilities in facilitating industrial upgrades [3][6] Group 2 - The U.S. is attempting to counter China's AI development through various strategies, including the establishment of new AI data centers and legislative measures to limit the use of Chinese AI technologies [5] - Despite these efforts, the current trajectory suggests that halting China's AI progress is becoming increasingly unlikely, as evidenced by the rapid advancements and applications of the Qianwen model [6][8] - The launch of the Qianwen app in China marks a significant step in competing directly with established AI applications like ChatGPT, showcasing China's technological prowess [8]

Core Insights - The integration of AI in business operations is transforming productivity and creating new value, particularly for B-end merchants, as evidenced by the increasing adoption of AI tools like the 1688 digital business agent [2][3] - The 1688 digital business agent allows merchants to automate operations, significantly reducing the time and manpower required for tasks such as product listing, which previously took 23 minutes per item [3][7] - The AI tools are designed to lower the barriers for small and medium-sized enterprises (SMEs) to utilize advanced technology, enabling them to compete more effectively [7][13] Group 1: AI Implementation and Functionality - Over 400,000 merchants are currently using the 1688 digital business agent, which operates autonomously to help businesses achieve their operational goals [2][3] - The AI can handle tasks such as customer service and product listing, allowing merchants to focus on strategic oversight rather than day-to-day operations [7][8] - The latest version of the digital agent allows merchants to set performance targets, with the AI managing execution and reporting back on progress [7][8] Group 2: Challenges and Limitations - Despite its capabilities, AI still faces challenges such as "hallucinations," where it may generate incorrect or misleading information [3][8] - The platform has implemented safeguards, including monthly planning and human oversight, to mitigate risks associated with AI-generated content [8][10] - There is a recognition that while AI can enhance efficiency, it is not infallible, and the quality of AI-generated content can vary significantly [11][12] Group 3: Future Directions and Commercialization - The 1688 platform is currently focused on enhancing user experience and addressing pain points before considering monetization strategies [13] - In the next five years, the platform aims to evolve into a supply chain technology company, leveraging AI to improve service delivery within the supply chain [13] - There are plans to integrate 1688 with other Alibaba products, such as DingTalk, to create a more cohesive B-end service ecosystem [14]