每日研究短评(2026.01.12)中概股上涨提振港股信心;芯片股上涨带动美股收高

招银国际财富管理
Jan 12

012026年1月9日市场表现回顾02重大要闻及数据一、 近段时间以来,外卖平台服务行业拼补贴、拼价格、控流量等问题突出,挤压实体经济,加剧行业“内卷式”竞争,社会各方面反映强烈。国务院反垄断反不正当竞争委员会办公室决定,对外卖平台服务行业市场竞争状况开展调查、评估。美团、淘宝闪购、京东外卖均表示将积极配合。二、 美国2025年12月季调后非农就业人口增加5万人,低于市场预期的6万人,12月失业率...

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