在"好房子"政策目标下，理想与现实之间，仍横亘着不小的距离。 从"有房住"到"住好房"，房地产行业已进入追求人居品质的下半场。"十五五"最新规划明确提出，要建设安全、舒适、绿色、智慧的"好房子"，更是将住宅 品质提升到前所未有的政策高度。 然而，在"好房子"政策目标下，现实与理想之间，仍横亘着不小的距离。近年来，很多楼盘陷入交付即有业主维权的"魔咒"。渗水、空鼓、隔音差、外墙脱 落、公区减配……不少购房者在满怀期待地收房后，却迅速踏上了维权之路。 房企们宣称的"完美交付"并不完美，这让市场不禁疑惑，新房交付质量为何如此难以保证？到底是企业管理不善、压降成本，还是存在行业系统性堵点？ 第一财经多方采访发现，在楼盘质量、交付瑕疵背后，存在着贯穿规划、建设、管理、销售等多环节的问题。工程层层分包质量难把控、企业资金紧张材料 减配、住宅建设依赖人工的不确定性，都对楼盘"完美交付"构成了挑战。 "带病交付"的新房 从一线到三四线城市，部分已交付一两年的楼盘，逐渐暴露出质量问题，外墙鼓包、隔音不达标、精装修瑕疵多、漏水问题频发……甚至一些新楼盘在交付 的前期阶段，便集中暴露出质量问题。 位于华东地区的正荣悦珑府，曾是当地 ...

当房企不再一味追求速度，过往弊病可能逐渐破局。 回溯我国房地产行业发展历史，过往高速扩张时期，房企因追规模、高周转出现质量问题；近几年来， 主要因为企业资金紧张，导致楼盘质量被"牺牲"。而随着行业逐渐出清，房地产不再一味追求速度，过 往的弊病可能逐渐破局。 前述规模房企工程总监表示，楼盘质量背后并非技术难题，通常是管理不到位导致的。因此，企业从施 工到交付都要做好严格把关。比如，批量施工前先做样板，通过各专业验收；项目关键工序应由第三方 监理举牌验收，未通过验收不得进行下道工序；工程平台定期巡检，一旦发现底线问题立即停工整改。 在交付节点上，项目交付前3～6个月可启动模拟验收，第一轮模拟验收检查使用功能、交楼标准、设计 质量缺陷等；第二轮检查完整性、空鼓、开裂、烟道串烟、卫生间闭水等；第三轮模拟验收，检查细部 观感质量；交付前1个月，完成给水打压、通电试验等功能性试验；交付前7～15天完成工程平台的交付 评估检查。 从实践看，质保金在处理常见质量缺陷方面发挥了一定作用，尤其是在渗漏、空鼓、门窗变形等初期维 修中。但其局限性同样明显：一方面，质保金比例相对有限，对于结构性或系统性缺陷，往往难以覆盖 全部修复成本 ...

Group 1 - The core argument suggests that the green transition driven by carbon neutrality presents significant investment and development opportunities, despite the perception of high costs in the short to medium term [1] - Achieving carbon neutrality requires a fundamental energy transition, relying on a substantial increase in the demand for key mineral resources such as silver, cadmium, germanium, indium, selenium, tellurium, copper, tin, and zinc [1] - By 2060, global reserves of selenium and cadmium need to increase by 14.3 times and 4.9 times, respectively, to meet the demand for wind and solar power in China and globally [1] Group 2 - Large-scale energy storage facilities and technology development are crucial for addressing the intermittent use of renewable energy and promoting green energy transition [2] - Investment in the recovery and secondary use of storage facilities, particularly batteries, and the effective recovery of key mineral resources is a core focus area [2] - Carbon sinks play an important role in achieving carbon neutrality and are a key component of carbon trading, with current focus on forest and forestry carbon sinks [2] Group 3 - Investors can gain financial returns by purchasing and holding rights to carbon sink projects, while also actively participating in reducing greenhouse gas emissions and promoting renewable energy [3] - The development of carbon-inclusive platforms represents a valuable investment direction in the future carbon market [3] - Smart grid technologies are essential for the digitalization, automation, and intelligence upgrades of power systems, with significant future investment potential [3] Group 4 - The electrification of transportation is gaining momentum, with future low-carbon transitions extending beyond road transport to include aviation and shipping, creating numerous investment opportunities [3] - Investment areas include biofuels, batteries, electric motors, charging facilities, smart traffic management systems, and the development of the autonomous driving technology supply chain [3]

Group 1 - The core viewpoint of the articles highlights the strong performance of New城控股's shopping centers during the 2026 New Year holiday, showcasing their ability to attract consumer interest and boost local economies through innovative experiences [1][2][4] - New城控股 aligns with national strategies to enhance domestic consumption, actively exploring new consumption pathways through diverse experiences at its 吾悦广场 locations [2][3] - The company has successfully transformed 吾悦广场 from traditional shopping venues into multifunctional lifestyle spaces, enhancing customer engagement and satisfaction [3][4] Group 2 - 吾悦广场 locations have seen significant increases in foot traffic and sales, with the 南浔 location reporting an average daily footfall of 34,000, a 13% year-on-year increase, and a 14% rise in sales [4] - The company emphasizes the importance of high-quality development and consumer needs, aiming to create premium commercial spaces that stimulate diverse consumption [4][5] - New城控股's commitment to a resilient corporate culture, referred to as the "camel spirit," reflects its dedication to long-term growth and adaptation in the commercial real estate sector [5]

AMD CEO苏姿丰在CES开幕前的主题演讲中表示，自ChatGPT推出以来，使用AI的活跃用户已经从100 万人增加至10亿人，这是互联网花了几十年才达到的里程碑，预计2030年使用AI的活跃用户将达到50 亿人。为了让AI无处不在，在未来几年内，需要将全世界的计算能力增加100倍。 （文章来源：第一财经） ...

(本文来自第一财经) 2026年1月6日，蔚来公司第100万台量产车在位于安徽合肥的蔚来先进制造新桥二工厂下线。仪式现 场，蔚来创始人、董事长、CEO李斌表示，未来将保持每年40%~50%的销量增长；同时，到2030年充 换电站都突破一万座。（第一财经记者 葛慧） ...

医美价格受多重因素影响 随着增值税法及其实施条例在今年起实施，医美行业此前部分业务享受免税优惠将成为历史。 《中华人民共和国增值税法》和《中华人民共和国增值税法实施条例》自2026年1月1日起施行。其中， 增值税法在税收优惠一章中，明确了"医疗机构提供的医疗服务"免征增值税。增值税法实施条例将前 述"医疗机构"定义为"依据有关规定设立的具有医疗机构执业资格的机构，包括军队、武警部队各级各 类医疗机构，不包括营利性美容医疗机构。"。 第一财经记者从税务总局北京市税务局12366纳税缴费服务热线处了解到，今年之前增值税相关规定 中，并没有将营利性美容医疗机构排除在上述免税政策范围外。而从今年开始，只要是营利性美容医疗 机构，将不再享受上述免征增值税优惠政策。 上海国家会计学院副教授葛玉御告诉第一财经，在此前增值税制度下，国家对医疗机构提供的符合规定 的医疗服务给予免征增值税优惠政策，但并没有排除医美机构和医美服务。因此不少医美机构符合条件 医疗服务实际享受了免税优惠政策，而这在实务中存在争议。而今年起实施的增值税实施条例解决这一 争议，明确营利性医美机构不再享受上述免征增值税优惠政策，需要依法纳税。 所谓美容医疗 ...

（文章来源：第一财经） 2026年1月6日，蔚来公司第100万台量产车在位于安徽合肥的蔚来先进制造新桥二工厂下线。仪式现 场，蔚来创始人、董事长、CEO李斌表示，未来将保持每年40%~50%的销量增长；同时，到2030年充 换电站都突破一万座。 ...

Group 1: Commodity Market Movements - Concerns over supply shortages and geopolitical tensions, particularly regarding Venezuela, have led to significant movements in the commodity market, with silver rising over 6% and gold nearing $4500 per ounce [1] - The industrial metals market also saw gains, with copper reaching historical highs, driven by strong demand from sectors like electric vehicles and artificial intelligence [1][6] Group 2: Gold Price Forecasts - UBS has raised its gold price target to $5000 per ounce, citing increasing demand for gold as a safe-haven asset amid concerns over U.S. fiscal sustainability and geopolitical risks [3] - Goldman Sachs predicts gold prices could rise to $4900 per ounce, with potential for even higher prices if political or financial risks escalate [2][3] Group 3: Silver Market Dynamics - Silver prices have surged, with a closing increase of 7.95% in COMEX silver futures, driven by both safe-haven demand and structural growth in industrial applications [3] - The silver market has been in a state of supply-demand imbalance since 2021, with increasing demand from sectors like electric vehicles and solar panels [3] Group 4: Industrial Metals Supply Concerns - The London Metal Exchange reported a collective rise in industrial metals, with copper prices increasing over 4% due to supply concerns from major mines [6] - Analysts highlight that the copper market is facing a supply crunch, exacerbated by labor strikes and geopolitical tensions, which could lead to a significant market gap [6][7] Group 5: U.S. Tariff Implications - The potential for the U.S. to impose tariffs on copper imports for the electricity and construction sectors has added volatility to the market, with significant increases in copper inventories in the U.S. [7] - UBS notes that the U.S. holds a substantial portion of global copper inventories, but its consumption is low, raising concerns about supply for other regions [7]

Core Insights - NVIDIA's CEO Jensen Huang announced multiple open-source models related to physical AI and detailed the performance data of the new chip platform Rubin during a keynote speech at CES [1] - The event attracted significant attention, with a full audience of 3,000 people, indicating strong interest in NVIDIA's advancements in AI technology [1] Group 1: Product Announcements - NVIDIA introduced several open-source models focused on physical AI, marking a shift from solely relying on transistor density improvements to enhancing network processing and low-precision floating-point operations [1] - The Rubin chip platform includes six new chips, such as Vera CPU and Rubin GPU, with Rubin GPU achieving a 50 PFLOPS inference performance, five times that of the previous Blackwell platform [18][20] - The new platform's design allows for a 10-fold reduction in inference token costs and a fourfold decrease in the number of GPUs required for training MoE models compared to Blackwell [20] Group 2: AI Development and Trends - Huang emphasized that AI and computing architecture are undergoing simultaneous transformations, with AI serving as both an application and a new platform [6] - The shift in software development paradigms from coding to model training signifies a complete restructuring of the computing technology stack [6] - The global industry is reallocating R&D budgets towards AI, driven by the modernization of computing infrastructure valued at approximately $10 trillion over the past decade [7] Group 3: Future of AI and Autonomous Vehicles - Huang highlighted that the next phase of AI development involves integrating AI into the physical world, with a focus on teaching AI common sense about physical properties [9] - The transition from non-autonomous to autonomous vehicles is anticipated to occur within the next decade, with a significant portion of cars expected to be fully or highly autonomous [12] - NVIDIA's DRIVE AV software will be implemented in Mercedes-Benz vehicles, with the first autonomous vehicle expected to hit the roads in the U.S. in Q1 2024 [16] Group 4: Collaborations and Industrial Applications - NVIDIA announced a deepened collaboration with Siemens to integrate its physical AI models and Omniverse simulation platform into Siemens' industrial software, covering the entire lifecycle from chip design to production operations [16] - The company is positioned at the forefront of a new industrial revolution, leveraging physical AI to enhance chip design and automation in manufacturing [16] Group 5: Open-Source Models and Global Impact - Huang noted the significant rise of open-source models in the industry, specifically mentioning China's DeepSeek R1 as a model that has surprised the world and activated a global open-source movement [7][8] - The presentation included several open-source models from China, such as Kimi K2 and Qwen, showcasing the competitive advancements in AI technology [8]