Investment Rating - The report does not explicitly provide an investment rating for the industry or companies discussed. Core Insights - The technology industry experienced 196 financing events globally from December 22, 2025, to January 1, 2026, with 181 events in China and 15 abroad, highlighting significant investment activity in advanced manufacturing, artificial intelligence, and enterprise services [9]. - The semiconductor sector is witnessing advancements with the global release of high-purity P-type SiC substrates and the development of the first 12-inch high-quality silicon carbide epitaxial wafer, which are expected to enhance production efficiency and reduce costs in the semiconductor industry [33][38]. - The artificial intelligence sector is advancing with new technologies such as the TurboDiffusion framework for video generation, which can accelerate video creation by up to 200 times, and the introduction of the "Shan Hai" S30FP/S30P SPU IP, which provides comprehensive security solutions for high-performance computing chips [4][41]. Summary by Sections Financing Overview - A total of 196 financing events occurred in the technology sector during the specified period, with advanced manufacturing, artificial intelligence, and enterprise services leading the way in terms of the number of events [9]. IPO Updates - Several companies went public, including: - **InSilico Medicine** listed on the Hong Kong Stock Exchange, focusing on AI-driven drug discovery, significantly reducing the time for drug development from an average of 4.5 years to 12-18 months [11][12]. - **Tiansu Measurement** listed on the Shenzhen Stock Exchange, providing independent third-party measurement and testing services across various industries [15][16]. - **Nobikang** also listed on the Hong Kong Stock Exchange, specializing in AI solutions for railway and power companies [18][19]. Semiconductor Sector Developments - **SuperChip** launched a high-purity P-type SiC substrate, addressing critical impurities that have historically hindered the industry, thus enhancing the reliability of high-voltage IGBT devices [33][36]. - **Hantian Technology** developed the world's first 12-inch high-quality silicon carbide epitaxial wafer, which is expected to significantly improve production efficiency and lower costs in the semiconductor industry [38][40]. - **Arm Technology** introduced the "Shan Hai" S30FP/S30P SPU IP, enhancing security for high-performance computing applications [41][42]. AI and Quantum Technology Innovations - The report highlights advancements in AI, including a collaboration between Shenshu Technology and Tsinghua University to accelerate video generation, and IBM's new framework for large language model planning [4][41]. - In quantum technology, IonQ has established a significant presence in South Korea with its quantum computing capabilities, marking a strategic expansion in the global infrastructure [4][6].

Core Insights - KAIO is leading the tokenization of institutional funds, enhancing access to regulated money markets and alternative investment strategies through its infrastructure on the Sei Network [1][2] - The integration of Hamilton Lane's SCOPE Fund on the Sei Network is expected to improve accessibility for institutional and accredited investors [1][2] Company Overview - KAIO is a fully onchain infrastructure designed for regulated real-world assets (RWAs), focusing on compliance, liquidity, and the seamless movement of assets in decentralized finance (DeFi) [5] - Hamilton Lane, a major player in private markets investment, has over 30 years of experience and manages approximately $986 billion in assets, with a focus on providing innovative solutions to investors [4][6] Product Offering - The HL SCOPE Access Fund allows investors to access the SCOPE Fund, which is a senior private credit vehicle aimed at generating consistent performance and cash yield across market cycles [2][10] - KAIO has already tokenized over $200 million in assets from global institutions, making institutional finance DeFi-native and scalable [6] Technological Integration - The Sei Network is a Layer 1 blockchain optimized for fast and cost-effective financial transactions, combining the benefits of Ethereum and Solana [3] - KAIO's integration with the Sei Network facilitates secure and compliant access to alternative investment products, enhancing the overall investment experience for users [2][3]

TVL & RWA - SolvBTC.AVAX 的 TVL 超过 20 million 美元 [1] - 用户可以通过 SolvBTC.AVAX 访问由 Blackrock BUIDL 基金和 Hamilton Lane SCOPE 支持的代币化 RWA 收益 [1] Ecosystem - Avalanche 生态系统正在觉醒 [1]