智通决策参考︱留意本周台积电(TSM.US)财报商业航天无疑是最强主线

智通财经01-12

【主编观市】当前A股市场异常强劲，上周五沪指突破4100点，量能突破了三万亿，这是标志性事件。港股则相对逊色，涨幅并不大，更多受海外事件影响。最大扰动就是地缘政治，委内瑞拉告一段落，最新目标直指伊朗。1月11日获悉，美国官员称，美国总统特朗普正在考虑干涉伊朗的多种方案。包括宣布向中东派遣航母战斗群、发动网络攻击和信息战等。另外，特朗普表示，针对墨西哥境内贩毒集团的军事行动“很快”将启动。除非采取...

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(SGDHDG) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK1141":"生命科学工具和服务","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC"},"translate_title":"Zhitong Decision-making Reference | Pay attention to this week's TSMC (TSM.US) financial report Commercial aerospace is undoubtedly the strongest main line","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02269":1.87,"TSM":1.95,"WXXWY":1.87,"03145":0.6},"content_text":"【主编观市】当前A股市场异常强劲，上周五沪指突破4100点，量能突破了三万亿，这是标志性事件。港股则相对逊色，涨幅并不大，更多受海外事件影响。最大扰动就是地缘政治，委内瑞拉告一段落，最新目标直指伊朗。1月11日获悉，美国官员称，美国总统特朗普正在考虑干涉伊朗的多种方案。包括宣布向中东派遣航母战斗群、发动网络攻击和信息战等。另外，特朗普表示，针对墨西哥境内贩毒集团的军事行动“很快”将启动。除非采取实质性具体行动，否则很难撼动上涨趋势。美国最高法院推迟对特朗普关税案件判决，下次判决将在本周14日。推迟本身就是利好。1月13日周二美国将公布12月CPI数据，机构普遍预期核心CPI环比将出现显著反弹。1月14日周三，美联储发布关于地区经济状况的最新褐皮书调查。预计都偏正面。注意一下台积电周四的财报是全球AI产业链的“风向标”。热点方向，商业航天无疑是最强主线，据最新消息，国际电信联盟（ITU）官网显示，中国提交了新增20.3万颗的卫星申请，此次申报涵盖14个卫星星座。美国星链规模再扩容，美FCC批准SpaceX部署7500颗第二代卫星。这个方向成为大国博弈新角力场。2026年1月11日，马斯克宣布7天内开源X推荐算法，包括决定用户会看到什么样的自然内容和广告的所有代码。利好港股的AI广告技术、云与算力、开源工具等等应用端。供应链知情人士透露，闪迪已向部分下游客户提出了一项被业界称为“前所未闻”的合同形式：要求客户支付全额现金预付款，以锁定未来1至3年的供应配额。直接利好相关产业链。特斯拉“小伙伴”新剑传动 ，启动上市辅导，新剑传动是 “人形机器人T链的一级供应商” 。其产品早在2022年就已应用于特斯拉的Optimus机器人，其上市标志着人形机器人规模化量产的节点已经来临。【本周金股】药明生物（02269）药明生物发布JPM简报，2025年新签项目209个创历史新高(Vs.24年新签151个，1H25新签86个)，其中2/3为双/多抗以及ADC，约半数来自美国，在手项目达到945个。74个临床三期和25个商业化生产项目为未来商业化生产收入持续增长定坚实基础。2025年获得23个“赢得分子“项目，其中包括6个临床三期项目，约一半来自美国客户。以分子类型来看，共有196个双多抗项目，25年收入同比增长120%+，目前已有3个商业化项目，是公司增长最快的分子类型，ADC部分共有252个项目，持续保持高速增长。研究端业务，2025年合作项目的潜在里程碑付款总额高达40亿美元以上，再创历史新高。生产端2025年完成28个PPO项目，同比增长+75%，商业化生产业务有望加速增长。25年12月，药明生物宣布与卡塔尔自由区管理局(QF2)签署战略合作备忘录，有望在卡塔尔建设对标中国本土的执行力与利润水平的海外基地。公司2025财年目标稳步实现，机构预计2026年有望加速增长。【产业观察】近日，OpenAI 重磅推出ChatGPT Health,能够把用户医疗记录、健康 App、Apple 健康数据等连接起来，协助用户看懂体检报告、准备就医问题清单、甚至规划饮食运动。数据接口方面，ChatGPT 健康电子病历通过美国最大的医疗数据平台b.well接入，Apple 健康、MyFitnessPal 这些健身营养 App 也能直接授权连接。数据来源方面，OpenAI 找了来自 60 个国家、数十个专科的 260 多位执业医生参与开发，在过去两年里给了超过 60 万次反馈。国内方面，国家医保局于24年11月首次将“人工智能辅助诊断“列为放射检查类主项目下的扩展项，25年12月又扩展到病理诊断类项目，打通了AI辅助诊断医保收费路径。预计未来陆续多家公司将申请获得相关NMPA三类证。港股重点关注医脉通（02192）、一脉阳光（02522）。【数据看盘】港交所公布数据显示，恒生期指(一月)未平仓合约总数为110856张，未平仓净数46221张。恒生期指结算日2026年1月29号。恒生指数在26232点位置，上方熊证密集区靠近中轴，恒生指数有持续上涨意愿。全球流动性过剩之下，A股持续走高，恒生指数本周看涨。【主编感言】据券商中国统计，截至1月10日2026年入市的公募资金预计在450亿元以上：一是新年上市的22只股票ETF，合计规模63.45亿元。二是岁未年初成立、进入建仓期的主动含权基金，规模接近400亿元。在新年入市基金产品上主要有两个表现：一是个人投资者成为ETF主力军，不少产品的份额占比超90%；二是主动基金份额自2025年三季度后已不再下降，甚至出现小幅回升。从跟踪观察情况来看，公募增量资金是\"存款腾挪“趋势下的典型映射。有业内人士表示，存款搬家趋势有望在2026年带来万亿级流向投资领域的活化增量资金。内地居民存款搬家通过南向资金大规模流入（2025年超1.4万亿港元），有望成为港股流动性的核心增量与定价权重塑的关键力量，推动港股估值修复与结构性行情，更推动港股从离岸市场向内地资金主导的离岸与在岸融合市场转型。短期看，这一趋势仍将持续，支撑港股估值修复；中长期看，港股定价权转移与生态变革将成为常态。但也存在波动放大与阶段性资金退潮的风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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智通决策参考︱留意本周台积电(TSM.US)财报 商业航天无疑是最强主线

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智通决策参考︱留意本周台积电(TSM.US)财报商业航天无疑是最强主线