TMTB 早间综述：Claude Code 引爆 AGI 预期，地缘政治扰动半导体与网安板块

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 TMTB Morning Wrap TMTB 早间综述 TMT BREAKOUT TMT 突破 JAN 14, 2026 2026 年 1 ⽉ 14 ⽇ ∙ PAID ∙ 付费 Good morning. QQQs -50bps to start. BTC +1% to $95k hitting 2 months highs while other commodities (Silver, Gold, Copper) continue to hit new highs as oil seems to be having a moment as well. Asia mostly saw gains: TPX +1.26%, NKY +1.48%, Hang Seng +0.56%, HSCEI +0.32%, SHCOMP -0.31%, Shenzhen +0.65%, Taiwan TAIEX +0.76%, Korea KOSPI +0.65% 早安。QQQ 开盘下跌 50 个基点。BTC 上涨 1% ⾄ 9.5 万美元，触及两个⽉⾼点；与 此同 ...