市场行情与交易数据 - A股三大指数1月9日早盘冲高回落，沪指盘中突破4100点关口，续创2015年7月底以来新高，午间收盘沪指报4095.33点涨0.3%，深证成指报14038.46点涨0.57%，创业板指报3305.48点涨0.1% [1] - 沪深两市半日成交额达2.06万亿元，较上个交易日放量2963亿元，其中沪市成交8514亿元，深市成交12101亿元，创业板成交5795亿元，科创50总成交额约565亿元 [1] - 盘面上，商业航天概念持续爆发，信科移动、巨力索具等10余股涨停，AI应用概念走强，引力传媒5天4板，可控核聚变概念延续强势，弘讯科技3连板 [1] - 涨幅居前的板块和概念包括贵金属、军工装备、油气开采及服务、Sora、短剧游戏、超导等，跌幅居前的包括厨卫电器、机场航运、光伏设备、草甘膦、脑机接口、存储芯片等 [2] 宏观经济数据 - 2025年12月份居民消费价格指数（CPI）环比上涨0.2%，同比上涨0.8%，扣除食品和能源价格的核心CPI同比上涨1.2% [4] - 2025年12月份工业生产者出厂价格指数（PPI）环比上涨0.2%，同比下降1.9%，同比降幅收窄 [4] 行业政策与规划 - 五部门联合印发《工业绿色微电网建设与应用指南（2026—2030年）》，提出工业企业和园区新建太阳能、风能等可再生能源发电每年就近就地自消纳比例原则上不低于60% [5] - 上海市计划到2028年广告业营收超过4500亿元，徐汇、黄浦、普陀等3个集聚区合计营收占全市比重达到50%，并加强“AI+数字广告”融合赋能，支持研发广告垂类应用、智能体等 [6][7] 机构行业观点 - 中信证券认为，在化工行业资本开支同比持续走弱及国内推进反内卷的背景下，化工企业盈利能力有望逐步见底回暖，预计2026年化工板块投资价值持续提升，建议关注高能耗商品、反内卷初见成效的细分赛道、产能出清有望加速的产品、需求拉动的化工品及新材料 [3] - 中金公司分析，长期看随着单位推理成本降低，“免费+交易导向效果广告”有望成为ToC Agent领域门槛更低、壁垒更高、天花板更高的商业模式，互联网广告龙头在数据和基础设施等维度有优势 [3] - 中信建投指出，白酒产业“五底阶段”与资本市场“三低一高”共振，结合春节旺季来临，认为本轮白酒调整期拐点将至，板块迎来周期底部配置机会 [3]

GEO 行业：快速增长的 AI 广告蓝海细分市场 20260108 摘要 GO（生成式优化）通过联网搜索抓取网页内容并整合答案，企业需优化 信源内容以提高被 AI 抓取和推荐的概率，类似于流量入口从传统搜索引 擎向 AI 平台的迁移。 GO 市场自 2024 年起步，2023 年 ChatGPT 推出后受关注，目前仍处 于快速发展阶段，众多公司如微软小冰、蓝色光标等纷纷入局，市场竞 争激烈。 GO 改变了流量入口，企业需确保品牌和产品能被 AI 理解和推荐，以获 取更精准的客户。用户通过 AI 获取信息往往带有明确的消费意图。 实施 GO 需了解用户问题并创建高质量内容，优化官网、品牌信息等， 并发布到各平台。效果评估指标包括品牌提及率、平均排名和线索质量 变化。 GO 的归因难度大于 SEO，难以直接绑定 CPA 或 CPS 费用。主要指标 包括被引用、被推荐、平均排名和品牌声量，归因多为后置。 目前 GU 领域赚钱的公司主要为大品牌提供咨询和代运营服务，按月或 季度收费，毛利率可达 70%-80%，成本主要在人力，AI 自动化有望提 升毛利率。 新一代 GU 是在 SEO 基础上的升级，强调优质内容和信息 ...

Following Omnicom’s acquisition of IPG, Omni is now also powered by assets originally under the latter.Omnicom has unveiled the latest edition of its marketing operating system, Omni (now powered with additional assets from IPG), allowing clients flexibility and choice and agency teams to use AI as a guide.According to a statement released by the holding company, the main goal and functionality of Omni haven’t changed; it still serves to consolidate data, automate grueling busywork and accelerate media and ...

Built on the combined strengths of Omnicom and recently acquired Interpublic, the new Omni brings together industry-leading creativity, media, data, and AI to help brands scale and grow at speed in an increasingly complex, platform-dominated marketing ecosystem NEW YORK, Jan. 7, 2026 /PRNewswire/ -- Omnicom (NYSE: OMC), the world's leading marketing and sales company, today unveiled the next generation of Omni, a marketing intelligence platform that powers Omnicom. Omni integrates Omnicom's Connected Capabi ...

Frederik van der Kooi, Chairman of the Board of Directors said, "I am pleased that the Board of Directors agreed that this move positions us to unlock significant shareholder value by streamlining our corporate structure, enhancing our capital management flexibility and aligning our capital markets presence with our long-term strategic ambitions. As we move forward, Criteo remains deeply committed to its teams in France and its role in the French technology and AI innovation ecosystem." Following approval b ...

Founder of McCann Worldgroup, Visionary CEO of McCann and IPG, and Architect of the Modern Integrated Global Agency Network From 2000 to 2003, John served as Chairman and CEO of Interpublic Group, McCann Worldgroup's parent company. As CEO of IPG, Dooner led the acquisition of True North, bringing the formidable FCB, then the fourth-largest agency in the U.S., and Deutsch into the group and expanding Interpublic's global creative leadership. Dooner returned to lead McCann Worldgroup as Chairman from 2003 to ...

Players get unlimited, subscription-free gaming—brands get smarter, more engaging ways to connect with them across Smart TVs STAMFORD, Conn., Jan. 6, 2026 /PRNewswire/ -- PHND, the global cloud gaming platform making high- quality games instantly accessible on Smart TVs, today announced Magnite (NASDAQ: MGNI), the world's largest independent sell-side advertising company, as its ad tech monetization launch partner. Leveraging Magnite's SpringServe ad server and programmatic capabilities, the collaboration w ...

LONGBOAT KEY, FL, Jan. 06, 2026 (GLOBE NEWSWIRE) -- Rumble Inc. (NASDAQ:RUM), the Freedom-First technology platform, has named Greg Sherrill the company’s first President of Sales for Rumble Advertising. Sherrill, who joined Rumble on Monday, is a brand and agency market veteran based in New York City. “We are thrilled about what Greg Sherrill brings to Rumble. The experience he has in the industry will bring our advertising business to Madison Avenue,” said Rumble CEO Chris Pavlovski. “Rumble offers advert ...

Key Points Amazon's third-quarter sales rose 13% year over year. Its cloud-computing business saw its growth accelerate in Q3, fueled by AI demand. The company's trailing-12-month operating cash flow is up 16% year over year. 10 stocks we like better than Amazon › If you want a diversified growth stock with a lot going for it, including massive demand for its AI (artificial intelligence) computing, Amazon (NASDAQ: AMZN) is worth a closer look. The company's latest results show improving growth ra ...

华尔街机构评级变动汇总 - 华尔街机构发布了一系列重要的股票评级调整 涵盖升级与降级 涉及消费品、科技、零售等多个行业 [1] 主要评级上调 - **好时 (HSY)** 获富国银行从“减持”上调至“持股观望” 目标价从157美元上调至182美元 主要原因是可可价格较去年峰值下跌超过50% 这对公司构成利好 [2] - **Coinbase (COIN)** 获高盛从“中性”上调至“买入” 目标价从294美元上调至303美元 理由是公司近期推出的产品增强了其核心业务的竞争力 [2] - **雅诗兰黛 (EL)** 获Raymond James从“大市表现”两级跳升至“强力买入” 目标价130美元 并被列入该机构“分析师当前首选”名单 公司被视为2026年的首选股之一 因其转型正从故事阶段进入执行阶段 [3] - **英特尔 (INTC)** 获Melius Research从“持有”上调至“买入” 目标价50美元 机构认为关于英伟达测试18A工艺节点并不看好的新闻已过时 并预计英伟达和苹果有“良好机会”在2028/2029年认真考虑使用英特尔的14A节点生产芯片 [4] - **好市多 (COST)** 获瑞穗从“中性”上调至“跑赢大盘” 目标价从950美元上调至1000美元 并被加入“首选股”名单 尽管股价因会员和同店销售增长放缓的担忧已回调20% 但瑞穗认为公司升级高级会员的活动正在加速 第一季度高级会员增量是总会员增量的2-3倍 [5] 主要评级下调 - **宏盟集团 (OMC)** 遭美国银行从“中性”下调至“表现不佳” 目标价从87美元下调至77美元 分析师认为市场低估了其内生增长的下行风险、资产处置带来的每股收益稀释以及需要对传统资产进行再投资的必要性 [6] - **PayPal (PYPL)** 遭Monness Crespi从“买入”下调至“中性” 机构认为其长期看涨逻辑依然存在 但鉴于对2026年的当前预期下调不足、季度内评论“不太乐观”、业务爬坡期延长以及占美国消费额50%的90%消费者群体出现疲软 预计未来可能出现更具吸引力的入场点 [6] - **Twilio (TWLO)** 遭Piper Sandler从“超配”下调至“中性” 目标价从145美元小幅上调至148美元 机构对公司的总体看法未变 但预计增长重新加速的叙事将在2026年下半年消退 自由现金流预期的上行修正空间更有限 且估值已相对合理 [6] - **AutoZone (AZO)** 遭瑞穗从“跑赢大盘”下调至“中性” 目标价从3850美元下调至3550美元 机构认为在公司第一季度业绩未达预期后 市场共识预期“目前存在偏差且过于乐观” [6] - **达美乐比萨 (DPZ)** 遭TD Cowen从“买入”下调至“持有” 目标价从500美元下调至460美元 机构对公司第二和第三季度强劲的美国同店销售增长表示满意 并赞赏管理层推出新价位产品以提升客流的灵活性 但认为其战略向此方向的转变超出了预期 [6]