【全球首次 通用大模型在轨部署成功】《科创板日报》26日讯，在2026年1月26日由中国信通院组织的“星算·智联”太空算力研讨会上，国星宇航执行副总裁王亚波披露，2025年11月，国星宇航成功将通义千问Qwen3大模型部署至“星算”计划01组太空计算中心，这是全球首次将通用大模型从地面上注至在轨运行的卫星，实现在轨部署。随后，千问大模型在太空中成功执行多次端到端推理任务，问题从地面上传至卫星，由大模型完成在轨推理，并将结果数据回传地面，全流程耗时不到2分钟。（记者 李明明）

格隆汇1月26日｜MP Materials涨4.6%，United States Antimony涨10.2%，Critical Metals涨5%。

和展能源公告，预计2025年度净利润亏损5500万元–7500万元，上年同期亏损1.03亿元。2025年度亏损，一是由于公司新能源业务自行开发项目尚处于取得指标与核准阶段，计划于2026年开工建设，目前尚未形成收入；二是由于混塔业务收入较上年度减少，且混塔市场竞争激烈，项目毛利率较上年有所降低。2025年度较上年同期预计减亏27%～47%，一是由于公司2025年度通过收购建成风电项目、开拓电力工程承包业务等，实现一定收入和利润；二是由于2024年末公司完成重要控股子公司铁岭财京投资有限公司的重大资产出售，持股比例下降至38.68%，2025年度该子公司不再纳入公司合并报表，对公司整体利润的影响降低；三是通过科学合理配置资金，实现相应存款和理财收益。

格隆汇1月26日｜欧盟前主席巴罗佐称，欧盟与美国关系正降至北约成立以来的最低点，华盛顿在外交事务上的破坏性做法迫使盟友重新审视跨大西洋关系。巴罗佐还强调欧洲应加强自身防御能力，减少对美依赖，但欧洲军工制造能力存在短板。

Medicare recipients now face new hurdles in getting their care covered -- but only in a few states. Retirees who are 65 and over can choose between traditional Medicare and Medicare Advantage programs. Traditionally, one big benefit of traditional Medicare has been that prior authorizations are very rarely required. This makes it easier for patients to get the care they need, since their insurance company does not have to approve it first. Now, however, a new pilot program is launching in six states that will necessitate prior approval for 17 covered services. This program could make it harder for retirees in these six states to get the medical help they want. Medicare recipients in these six states face new obstacles before getting care The new preapproval requirements will affect Medicare beneficiaries in the following six states: New Jersey Ohio Oklahoma Texas Arizona Washington There are around 6.4 million Americans enrolled in traditional Medicare in these locations. They are now part of a pilot program that uses artificial intelligence to determine if they can get certain kinds of care paid for. The program is called the Wasteful and Inappropriate Service Reduction (WISeR) model. It is a major change that makes traditional Medicare much more like Medicare Advantage, which is a private alternative that relies much more on pre-authorizations. What medical services does Medicare now need to pre-authorize? The pilot program specifically requires pre-authorization for 17 different medical procedures. The services that are now subject to pre-authorization requirements include: Arthroscopic lavage and arthroscopic debridement for the knees of osteoarthritis Bioengineered skin substitutes applied to chronic non-healing wounds on the lower limbs Cervical fusion surgery Deep brain stimulation to treat essential tremor and Parkinson's disease Electrical nerve stimulators Epidural steroid injections, except facet joint injections, which are used for pain management Hypogl...

OPEC+代表表示，受全球原油供应过剩及地缘政治风险频发影响，该组织预计在周日召开会议时，维持下月原油产量稳定的计划。 以沙特阿拉伯和俄罗斯为首的核心成员国将召开月度视频会议，审议去年快速恢复产能后于11月首次敲定的一项决议——今年一季度维持产量冻结状态。 四位不愿具名的代表表示，他们预计相关政策将维持不变，不过其中两人补充称，成员国间尚未就此展开讨论。 一名代表指出，目前尚无迹象表明需要对本月成员国委内瑞拉和伊朗境内发生的动荡事件作出回应。但另一名代表称，若出现大规模供应中断，石油输出国组织及其合作伙伴或会提高产量。 受伊朗大范围动荡以及哈萨克斯坦、俄罗斯实施供应限制影响，今年以来国际油价小幅走高，周一布伦特原油期货报每桶约66美元。不过当前油价仅较去年11月初高出1美元——彼时OPEC+宣布一季度暂停增产，并称此举是为应对季节性需求放缓。 伊朗国内爆发示威活动，当局对抗议者实施严厉的弹压，不过目前该国石油行业尚未受到任何影响。与此同时，委内瑞拉原油近一年来首次运往欧洲。 责任编辑：李肇孚

格隆汇1月26日｜三菱日联金融集团（MUFG）分析师Soojin Kim表示，随着黄金日益成为市场恐慌情绪的晴雨表，特朗普政府的政策行动正推高金价。“对美联储的再度攻击、大规模贸易关税威胁以及地缘政治的边缘行为”等种种因素，正吸引着那些不安的投资者选择黄金而非主权债券和货币。她还指出，日本政府债券的紧张局势以及美元的走软也在促使投资者转向贵金属。

格隆汇1月26日｜上海国际能源交易中心发布通知，经研究决定，自2026年1月28日（星期三）收盘结算时起，涨跌停板幅度和交易保证金比例调整如下： 国际铜期货已上市合约的涨跌停板幅度调整为9%，套保持仓交易保证金比例调整为10%，一般持仓交易保证金比例调整为11%。 如遇《上海国际能源交易中心风险控制管理细则》第十六条规定情况，则在上述涨跌停板幅度、交易保证金比例基础上调整。 关于涨跌停板和交易保证金的其他事项按《上海国际能源交易中心风险控制管理细则》及相关业务规则执行。

格隆汇1月26日｜据港交所文件，聚辰半导体股份有限公司向港交所提交上市申请书。

格隆汇1月26日｜Wealth Club首席投资策略师苏珊娜·斯特里特指出，美元走弱正推动金价不断刷新纪录。投资者正在抛售美元，使得非美元投资者更容易获取黄金（购买成本下降）。在目前紧张的地缘政治环境下，黄金似乎势不可挡。

保龄宝公告，实际控制人戴斯聪控制的深圳松径投资合伙企业（有限合伙）质押其持有的1879.39万股，占其所持股份100%，占公司总股本4.94%，质押起始日2026-1-23，质押到期日办理解除质押登记手续之日，质权人为Harmony Apex Investment Limited，质押用途为自身的资金需求。截至公告披露日，松径投资累计质押股份1879.39万股，占其所持股份100%，占公司总股本4.94%。

中國外交部：日本治安不靖、部分地區接續地震，籲國民春節期間避免赴日。

Israel to reopen Gaza crossing after search for last dead hostage's body ends 28 minutes ago Share Save David Gritten Share Save EPA The Rafah crossing between Gaza and Egypt has been mostly closed since May 2024 (file photo) Israel says it has agreed to reopen the Gaza Strip's key border crossing with Egypt only after an operation to retrieve the body of the last remaining Israeli hostage in the territory is complete. The Rafah crossing has been mostly closed since May 2024, when the Palestinian side was seized by Israeli forces. It was meant to have reopened during the first stage of the ceasefire between Israel and Hamas, which began in October. However, the Israeli government has made that conditional on Hamas making every effort to return the body of the last hostage, police officer Master Sgt Ran Gvili. On Sunday, Israel's military said it had begun a new search for his remains in northern Gaza. Israeli media quoted military officials as saying the operation was taking place at a cemetery in Gaza City and that it could last several days. It comes as US and other mediators continue to press both sides to take the next steps to advance President Donald Trump's peace plan. On Sunday night, Israeli Prime Minister Benjamin Netanyahu's office announced that Israel had "agreed to a limited reopening of the Rafah crossing for pedestrian passage only, subject to a full Israeli inspection mechanism". The Israeli military was "currently conducting a focused operation to exhaust all of the intelligence that has been gathered in the effort to locate and return" the remains of Ran Gvili, a statement said. "Upon completion of this operation, and in accordance with what has been agreed upon with the US, Israel will open the Rafah crossing," it added. Earlier, the Israeli military said troops had "begun a targeted operation in the area of the Yellow Line in the northern Gaza Strip" to retrieve Gvili's body. The Yellow Line demarcates the territory still controlled by Israeli f...

捷顺科技公告，预计2025年度净利润为5500万元~7500万元，同比增长75.23%~138.96%。报告期内，公司坚定推进“AI+停车经营”战略持续落地，使创新业务成为公司的核心增长引擎。包括云托管、车位运营、停车资管等在内的各项创新业务继续保持较高增长趋势。全年各项创新业务新签订单19.8亿元，同比增长54.78%。在创新业务新签订单的高增长的带动下，公司整体的业绩实现增长。

据港交所文件：聚辰半导体股份有限公司向港交所提交上市申请书。

厦门钨业公告，控股子公司福建省金龙稀土股份有限公司正在申请公开发行股票并在北京证券交易所上市辅导备案。金龙稀土已于2026年1月26日与华泰联合证券有限责任公司签订辅导协议，并向中国证券监督管理委员会福建监管局报送了辅导备案申请材料。金龙稀土目前为基础层挂牌公司，须进入创新层后方可申报公开发行股票并在北交所上市。

圣达生物公告，持股15.20%的股东天台万健投资拟于2026年2月25日至2026年5月24日，通过集中竞价减持不超过189.03万股、大宗交易减持不超过378.06万股，合计不超过567.09万股，占公司总股本3%，任意连续90日减持上限分别为1%和2%。

Russian strike on Ukraine's Kyiv leaves 1,330 buildings still without heat, mayor says Reuters

英国初创企业Synthesia打造的人工智能平台可助力企业制作交互式培训视频。该公司近日完成一轮 2 亿美元的 E 轮融资，公司估值由此跃升至 40 亿美元 —— 较一年前的 21 亿美元实现近乎翻倍的增长。 与诸多仍未实现盈利的人工智能初创企业不同，Synthesia凭借人工智能生成虚拟形象技术，在企业培训数字化转型领域开辟出了一条高盈利赛道。这家总部位于伦敦的企业已斩获博世、默克、思爱普等一众大型企业客户，并于 2025 年 4 月实现 年度经常性收入突破 1 亿美元 的里程碑。 这一亮眼成绩也解释了为何Synthesia的风投支持者选择继续加码。本轮 E 轮融资由其现有投资方 谷歌 风投（GV）领投，其他多家老股东也参与其中，包括 B 轮领投方凯鹏华盈、C 轮领投方阿克塞尔合伙公司、D 轮领投方新企业联合投资公司，以及英伟达旗下风投部门英伟达风投、航空街资本和加拿大退休金计划投资委员会旗下成长资本平台。本轮融资推动公司估值近乎翻倍。 据科技博客 TechCrunch 获悉，除了获得现有投资方的持续支持，这轮融资还将迎来新投资者的入局，同时也为部分退出的投资者提供了渠道。一方面，马特・米勒旗下的风投公司 Evantic，以及行事低调的风投机构海德索菲亚，将作为新股东加入公司股东名单。另一方面，Synthesia将与 纳斯达克 合作，推出 员工股权二次交易计划 。 需要明确的是，Synthesia目前暂不筹备上市 —— 纳斯达克在此次交易中并非以公开证券交易所的身份参与，而是作为 私募市场服务商 ，帮助公司早期员工将手中的股权变现。这类员工股权交易通常在非正式框架下进行，交易价格往往高于或低于公司官方估值，有时还会引发其他股东的不满。而本次通过纳斯达克开展的交易，所有股权出售价格均与 E 轮融资对应的 40 亿美元估值挂钩，公司也能对交易流程保持一定的控制权。 Synthesia首席财务官丹尼尔・金在接受 TechCrunch 采访时表示：“本次股权二次交易的核心目的是回馈员工。它为员工提供了获取现金流动性的宝贵机会，让他们得以分享自己助力创造的公司价值，同时公司也能继续以非上市企业的身份专注于长期发展。” 对于Synthesia而言，其长期发展战略不仅限于升级富表现力的视频产品，还将紧跟 人工智能智能体 的发展潮流。据公司发布的新闻稿，其正在研发人工智能智能体，...

Key Points VICI Properties pays a high-yielding dividend. The REIT backs its payout with stable cash flows. It has a lot of growth ahead. 10 stocks we like better than Vici Properties › VICI Properties' (NYSE: VICI) share price has slumped over the past few months, falling by more than 15% from its recent peak. That has pushed its stock price down toward $25, while driving its dividend yield up over 6%, well above the S&P 500's average (1.2%). That high-yielding passive income stream could be your ticket to financial freedom. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » A stable and growing dividend VICI Properties owns a growing portfolio of experiential real estate (e.g., casinos, bowling entertainment centers, and sports and entertainment complexes). It leases these properties to operating companies under long-term, triple-net (NNN) leases. Those rental agreements provide it with steadily rising cash flows as a growing percentage escalates rents with inflation (46% this year, increasing to 90% in 2035). The real estate investment trust (REIT) pays out about 75% of its stable cash flow in dividends, retaining the rest to reinvest in additional income-producing experiential real estate. The REIT buys properties in sale-leaseback transactions (it recently secured a $1.2 billion deal to acquire seven gaming properties), invests in real estate-backed loans, and provides funding to existing tenants to enhance their properties. Along with rent growth, these new investments help grow VICI's cash flow to support its dividend. The company has raised its dividend for eight straight years (every year since its formation). It has grown its payout at a 6.6% compound annual rate during that time frame, much faster than the 2.3% average of other REITs focused on investing in NNN real estate during that period. With a massive total addressable market opportunity (over $400 billion for U.S. g...

恒生指數連升四日，但走勢缺乏方向。 環球資金避險情緒升溫，港股走勢呈好淡爭持。 大市上午曾衝上26,900點關口，但之後缺乏承接，指數很快回落。全日收市升16點，報26,765點，成交2,616億元。 多隻金礦股創新高。中國黃金國際和赤峰黃金，上升百分之7至8。金飾股跟隨升勢，周大福上升近百分之3。 油價反彈，「三桶油」上升百分之2至4。 地產股有支持，新地升近百分之4。連同恒隆地產、長實、嘉里及港鐵，齊見一年或以上高位。 科網股受壓，限制大市表現，百度和快手下跌百分之3。

恒生指數連升四日，但走勢缺乏方向。 環球資金避險情緒升溫，港股走勢呈好淡爭持。 大市上午曾衝上26,900點關口，但之後缺乏承接，指數很快回落。全日收市升16點，報26,765點，成交2,616億元。 多隻金礦股創新高。中國黃金國際和赤峰黃金，上升百分之7至8。金飾股跟隨升勢，周大福上升近百分之3。 油價反彈，「三桶油」上升百分之2至4。 地產股有支持，新地升近百分之4。連同恒隆地產、長實、嘉里及港鐵，齊見一年或以上高位。 科網股受壓，限制大市表現，百度和快手下跌百分之3。