在《葱岭之外》里，侯杨方提出一个观点：地理环境不仅是历史的舞台，更深刻地参与了历史进程。历史地理研 究必须要实地研究，走出文本，用数据和地理检验历史，打破"文献内循环"。 丝绸之路真的是骑着骆驼在黄沙中穿行？张骞翻越葱岭后，看到的竟然是希腊化的中亚？ "读万卷书，行万里路"，学者侯杨方在2023年出版的《这才是丝绸之路：重抵历史现场的行走》一书中，用这句 话结尾。侯杨方是复旦大学中国历史地理研究所教授，也是国内实地考察丝绸之路次数最多的学者。从2013年开 始，他重走丝绸之路超过20次，累计行程3万公里，多次攀登海拔近5000米的高山，还步行穿越无人区，完成一个 多世纪以来首次对整个帕米尔高原地区的系列考察，精准复原了历史上多条丝绸之路，包括张骞通西域、玄奘取 经、高仙芝远征的路线等。 侯杨方将他的学术考察写成了《重返帕米尔》《这才是丝绸之路》，以及最新出版的《葱岭之外：亚欧文明的十 字路口》。 考察第一天就被地图误导 在《葱岭之外》里，侯杨方提出一个观点：地理环境不仅是历史的舞台，更深刻地参与了历史进程。历史地理研 究不能只停留在纸面上，必须要有实地研究，走出文本，用数据和地理检验历史，打破"文献内循环"。 ...

在中亚考察时，侯杨方接触到大量东西方文明交融后产生的技术，这促使他形成自己的"技术地理学"研究视角， 相比之下，仅靠文献考证和史料爬梳的传统史学缺乏跨学科视角，有很大的局限。 研究明亡清兴历史时，"技术控"侯杨方尤其关注当时第三方留下的史料，包括朝鲜王朝的秘密情报记录、西方传 教士的书信和记载，他从中看到珍稀的细节，说明技术更新对历史改变的影响。 侯杨方也走过唐朝高仙芝远征怛罗斯时的行军线路，还实地考察了他战败后的撤退路线。千百年来，骑兵都是中 亚战场上的重要作战力量，1618年努尔哈赤率领满洲铁骑正式与明朝开战时，依靠的也是在东北亚恶劣环境下锻 炼出来的精锐骑兵力量。侯杨方的观点是：明朝亡于军事力量的差距。 "一个失去了自我更新能力的文明，无论曾经多么辉煌，都难逃衰落的命运；而一个充满活力、善于学习的新兴力 量，即使起点较低，也终将后来居上。这个规律不仅适用于明清之际，也适用于人类历史上的其他重大转折。"侯 杨方总结说。 侯杨方认为，明朝是唯一一个被最后一拨游猎民族灭亡的定居帝国，这证明明朝确实落后了。 在哈萨克草原上策马奔驰，风驰电掣的感觉可以让人理解游牧民族的世界观；在暴风雪中艰难前行，才能体会到 古人 ...

Core Insights - AstraZeneca has entered into a strategic research and licensing agreement with CSPC Pharmaceutical Group, involving an upfront payment of $1.2 billion and a potential total deal value exceeding $18.5 billion [1][3]. Group 1: Partnership Details - The collaboration allows AstraZeneca to utilize CSPC's proprietary sustained-release drug delivery technology and AI drug discovery platform for developing innovative long-acting peptide drugs [1]. - CSPC's long-acting technology enables sustained release of peptide drugs, allowing for administration intervals of once a month or longer, enhancing patient compliance for long-term treatment [1][3]. - The partnership includes the overseas rights for a weight management product portfolio, including a clinical-ready project SYH2082 (long-acting GLP-1R/GIPR agonist) and three preclinical projects targeting obesity and weight-related issues [3]. Group 2: Financial Aspects - CSPC will receive an upfront payment of $1.2 billion, with potential milestone payments of up to $3.5 billion for research and up to $13.8 billion for sales, along with a double-digit percentage royalty based on annual net sales of the licensed products [3]. - AstraZeneca plans to invest over 100 billion RMB (approximately $15 billion) in China by 2030 to expand its pharmaceutical production and R&D footprint [4]. Group 3: Industry Context - GLP-1 has emerged as a revolutionary target in the diabetes and weight loss sectors, with the global GLP-1 development race entering its "second half," focusing on next-generation innovative weight loss therapies [3]. - The collaboration is not the first between CSPC and AstraZeneca, as they previously established a strategic partnership in June 2025, with a potential value exceeding $5 billion, focusing on AI-driven oral small molecule drug development for chronic and immune diseases [3].

"气氛和基调都非常积极，而且我们计划举行新的会晤。" 当地时间周四（1月29日），丹麦外交大臣拉斯穆森（Lars Lokke Rasmussen）在布鲁塞尔出席欧盟外长 会议前表示，格陵兰岛、丹麦和美国一天前在华盛顿举行的会谈"非常有建设性"，并表示关于该岛的对 话"已重回正轨"。 "气氛和基调都非常积极，而且我们计划举行新的会晤。" 拉斯穆森表示，"事情还没有完全解决，但这 很好，因为我们现在回到了两周零一天前在华盛顿达成的协议。在那之后，出现了一些波折。局势一度 升级，但现在我们已经重回正轨。"拉斯穆森说，"我们现在还不能得出任何结论，但我今天比一周前更 加乐观。" 据报道，格陵兰岛和负责该岛防务的丹麦官员本周会同前往德国和法国，希望能在格陵兰岛的问题上争 取欧洲盟友的支持。 格陵兰总理尼尔森（Jens-Frederik Nielsen）28日在巴黎出席一场活动时表示："作为政府，我们正在努 力应对来自外部的压力，并安抚我们那些感到恐惧和害怕的民众。" 据新华社报道，丹麦首相弗雷泽里克森在28日访问法国期间时称，没有所谓的北约和美国总统特朗普达 成的格陵兰岛协议，领土主权是解决争端不可逾越的"红线"。 格 ...

尼帕病毒"人传人"依然是极小概率事件。 近期在印度发生的尼帕病毒病疫情会否出现流行病学中典型的"溢出事件"，发生较大规模的跨区域传播 和人际感染，受到东亚和东南亚地区国家的持续关注。 王林发表示，直至现在，对表现为脑炎的病例进行诊断也存在挑战。因为绝大多数脑炎患者与尼帕病毒 无关。此外，尼帕病毒感染既可表现为呼吸道症状，也可出现神经系统症状，且难以与其他感染性疾病 区分。基于此，在任何急诊医疗机构中，快速PCR检测或抗原检测都是关键诊断手段。 对此，杜克-新加坡国立大学医学院新兴传染病项目教授、新加坡流行病准备与应对研究项目 （PREPARE）首任执行主任王林发近日在接受第一财经专访时作出研判：总体来看，尼帕病毒在区域 或全球范围内的扩散风险"都非常低"，此次印度疫情大概率也不例外。 新加坡是最初发现尼帕病毒的国家之一。1998年前后，尼帕病毒在马来西亚的养猪场中被首次发现，随 后在马来西亚和新加坡的猪群和人群中暴发疫情。自该病毒在该国检出以来，新加坡始终对尼帕病毒病 保持密切监测和关注。目前，包括中国、新加坡在内的亚太多国均已发声称，正在密切关注印度西孟加 拉邦的尼帕病毒传播情况，并已经加强风险评估和疫情应 ...

盘江股份涨停，云煤能源涨超9%，新大洲A、大有能源、宝泰隆、恒源煤电、陕西黑猫跟涨。 ...

盘面上，黄金、基本金属板块大跌，个股现跌停潮。 09:27 黄金概念股多数低开，白银有色、兴业银锡、豫光金铅、中金黄金、盛达资源等多股跌停价开盘。 09:21 央行公开市场开展4775亿元7天期逆回购操作，操作利率1.40%。今日1250亿元逆回购到期。 09:16 现货黄金日内跌超1%，现报5313美元/盎司。现货白银失守114美元/盎司，日内跌1.2%。 09:25 A股开盘丨三大指数集体低开 09:15 人民币对美元中间价报6.9678，调升93个基点。前一交易日中间价报6.9771。 上证指数低开0.63%，深证成指低开0.6%，创业板指低开0.09%。科创综指低开0.39%。 盘面上，黄金、基本金属板块大跌，个股现跌停潮。半导体、光伏、AI应用题材走弱。 09:22 港股开盘丨恒生指数低开0.65% 恒生指数低开0.65%，恒生科技指数跌0.88%。紫金矿业、中国宏桥跌逾3%。科网股多数走低，快手、阿里巴巴跌幅靠前。 | મટા | 恒生指数 | NVW | 27785.98c | -182.11 | -0.65% | | --- | --- | --- | --- | --- | --- | | ...

Core Insights - On January 29, a total of 3,766 stocks in the A-share market received financing funds for purchase, with 662 stocks having purchase amounts exceeding 100 million [1] Financing Purchase Amounts - The top three stocks by financing purchase amount were Zijin Mining, Bluefocus, and Northern Rare Earth, with amounts of 4.113 billion, 3.26 billion, and 2.486 billion respectively [1] Financing Purchase Proportions - Five stocks had financing purchase amounts accounting for over 30% of the total transaction amount on that day. The top three were Dezhan Health, Huilong Shares, and Shenzhen Airport, with proportions of 47.08%, 37.87%, and 37.33% respectively [1] Net Financing Purchases - A total of 52 stocks had net financing purchases exceeding 100 million. The top three in net financing purchases were Zijin Mining, Tianfu Communication, and Bluefocus, with net amounts of 1.042 billion, 891 million, and 869 million respectively [1]

Core Insights - Apple reported strong financial results for Q1 FY2026, with revenue and profit significantly exceeding market expectations, driven by robust iPhone demand and a rebound in Greater China sales [1][2]. Financial Performance - Apple achieved revenue of $143.76 billion, a year-over-year increase of 16%, and a net profit of $42.10 billion, up 15.9% [2]. - Diluted earnings per share reached $2.84, reflecting an 18.3% increase compared to the previous year [2]. - The company’s overall gross margin improved to 48.2%, up 1.3 percentage points from the previous year [4]. iPhone and Market Performance - iPhone revenue surged to $85.27 billion, a 23% year-over-year increase, accounting for 59.3% of total revenue [3]. - The Greater China region showed remarkable growth, with revenue increasing by 38% to $25.53 billion, significantly surpassing market expectations [3]. - The iPhone 17 series upgrades in camera functionality and performance contributed to a record number of upgrades from older models [3]. Services and Cash Flow - The services segment generated revenue of $30.01 billion, with a gross margin of 76.5%, significantly higher than the hardware segment's 39.4% [3]. - Operating cash flow for the quarter reached $53.93 billion, a nearly 80% year-over-year increase [4]. - Apple returned nearly $32 billion to shareholders through stock buybacks and dividends [4]. Hardware Business Challenges - Despite strong overall performance, there are concerns regarding potential pressure on hardware profit margins due to inflation and ongoing memory chip shortages [5]. - Mac revenue was $8.39 billion, slightly below expectations, while iPad sales reached $8.6 billion, exceeding market forecasts [5]. - Wearables, home, and accessories revenue fell short of expectations, impacted by supply constraints on AirPods Pro 3 [5]. Strategic Developments - Apple confirmed the completion of its acquisition of Israeli AI startup Q.ai, although the transaction amount was not disclosed [6]. - Q.ai focuses on audio-related technology and was founded by Aviad Maizels, who previously sold another company to Apple [7].

从获买入评级个股所属Wind行业来看，资本货物、技术硬件与设备、半导体与半导体生产设备买入评 级个股数量最多，分别有6只、3只、2只。 Wind数据显示，1月29日，共有15只个股获券商买入评级，其中2只个股公布了目标价格。按最高目标 价计算，宁德时代、鼎胜新材目标涨幅排名居前，涨幅分别达75.79%、39.29%。 从评级调整方向来看，12只个股评级维持不变，2只个股评级获调高，1只个股为首次评级。 ...