Group 1 - Shanghai aims to create 25 billion-level segmented tracks tailored to local conditions as part of its "14th Five-Year Plan" and the establishment of a modern industrial system [1] - The city will focus on four main areas: implementing national strategies, accelerating industrial transformation, expanding industrial economic scale, and optimizing the industrial ecosystem [1] - Key industries such as integrated circuits and artificial intelligence will continue to maintain advantages, with manufacturing output expected to sustain double-digit growth [1] Group 2 - In the past year, Shanghai's industrial added value increased by 5.1%, with total output reaching 4.07 trillion yuan, marking a historical high [2] - The proportion of advanced manufacturing in Shanghai rose from 40% to 45%, while the share of three leading industries in manufacturing increased from 7.8% to 12.4% [2] - A new action plan aims to add 100 manufacturing enterprises with annual output value exceeding 1 billion yuan by 2028, contributing to the growth of the industrial chain [2]

美东时间2月6日，因宣布大规模收缩电动车业务并计提高达222亿欧元的资产减记，全球第四大汽车制 造商Stellantis集团（STLA.US）美股开盘后股价大幅下挫，当日收盘跌23.79%。此前，该公司在法国市 场的股价（STLAP.PA）一度暴跌近30%，当日收跌25.24%。 业务重整导致Stellantis在2025年下半年计提约222亿欧元的费用，其中包括约65亿欧元的现金支付，预 计将在未来四年内完成。受资产减记影响，Stellantis预计2025年下半年净亏损190亿至210亿欧元。 （文章来源：第一财经） Stellantis取消了那些无法实现盈利规模的产品，包括此前计划中的Ram 1500纯电皮卡。公司称，这既是 为满足客户需求，也是由于美国监管框架的变化。 此外，Stellantis还宣布了另一项战略收缩的举措，公司将出售与韩国LG新能源合资的加拿大电池公司 NextStar Energy 49%的股权，完全退出该项目。 安东尼奥·菲洛萨表示，未来电动化将 "由市场需求而非主观规划主导"，放弃了此前激进的转型目标。 公开资料显示，Stellantis集团是由法国标致雪铁龙集团（PSA）与意 ...

《飞行家》是鹏飞的第四部电影。他之前的作品都是以温柔、清亮而云淡风轻的方式讲一些沉重的题材，比如讲述边陲少数民族地 区留守儿童的《米花之味》，又比如讲述日侨遗孤无血缘母女情的《又见奈良》，都是口碑佳作。 他轻盈的影像叙事风格，与双雪涛写于2017年的小说《飞行家》叠加，就是一次"很对胃口"的合作。 《飞行家》的时间线横跨上世纪70年代至90年代，从集体主义的荣光到市场经济的浪潮，李明奇的飞行梦想始终与时代共振。 2026年开年，电影《飞行家》以超过6700万元票房和豆瓣7.2分的成绩，在寒冬中划出一道暖流，兼具市场热度与艺术口碑。 这部由双雪涛同名小说改编、鹏飞执导的电影，讲述一位普通东北工人李明奇（蒋奇明饰），在时代的冻土上执着于追逐飞行梦的 故事。剧中没有英雄史诗的恢弘，只有普通人踮起脚尖触碰天空的执拗。扎根于东北的叙事里，有国企改制浪潮与下岗阵痛，有迪 斯科舞厅的年代感，有改革开放洪流中的波浪起伏与坚韧，也有身在沟渠中依然仰望星空的浪漫主义。 有影迷感叹，哪怕是贫瘠单调的年月，总还是有人想要往上一够，试试飞行的感觉，"看看离开地面哪怕三米五，视线可以带动视 野如何更易，这是仰望群星的意义，却又是脚踏实地 ...

面对挑战和新的阶段，汪泓提出，要从"单点突破"转向"系统集成"，在强化战略协同与港城融合上实现 能级跃升。上述新规明确了市级统筹协调机制，下一步的关键在于"高效运转"，要打破邮轮经济涉及数 十个部门的"政出多门"壁垒，形成政策合力。同时，必须大力推动"港"与"城"的深度融合。邮轮港不应 仅是游客"匆匆路过"的交通枢纽，更应成为"流连忘返"的消费目的地。这就需要将滨江岸线的文化、商 业、体育资源与港口深度链接，打造真正的"国际邮轮旅游目的地"，让邮轮经济产生的巨大消费力，充 分留在上海、赋能上海。 要将"流量竞争"转为"价值创造"，汪泓提出，还要在培育高端市场和推动消费升级上实现能级跃 升。"过去我们关注游客数量和邮轮艘次，这固然重要。但现在，更要关注旅客的人均消费和满意体 验。"她表示，要大力支持开发"邮轮+"新产品，满足不同客群的细分需求。只有产品丰富了、体验提升 了，上海邮轮市场的竞争力和附加值才能真正体现出来。 上海已基本建成亚洲第一、全球第四的邮轮母港。 作为产业链长、辐射面广、带动性强的现代服务业领域，邮轮经济不仅是航运与旅游的融合，更是城市 功能提升、产业转型升级的重要载体。近期审议通过的《上海市 ...

近期Meta、亚马逊、谷歌和微软公布了最新财报，显示它们今年的资本支出总额可能达到6600亿美 元。基于此，黄仁勋表示，科技行业在人工智能基础设施上激增的资本支出是合理、适当和可持续的， 原因是所有这些公司的现金流都将开始上升。 他同时表示，人类历史上最大的基础设施建设是由人们对计算能力的极高需求驱动的。只要人们继续为 人工智能付费，人工智能公司能从中获利，获利会继续翻倍。 此外，近期市场上对AI工具可能损害大型软件SaaS公司定价权的话题有广泛讨论，黄仁勋也表达了自 己的观点。在与思科CEO的对谈中，黄仁勋表示，AI不会做工具，而是会用工具，就像人不会重新发 明螺丝刀，AI 也会直接使用已经成熟的软件，通过调用接口、组合功能来完成任务。 经历连续五个交易日股价下跌后，美股2月6日，英伟达股价大涨7.87%，市值涨约3280亿美元，收盘市 值4.5万亿美元。 最新公开讲话和采访中，英伟达首席执行官黄仁勋（Jensen Huang）再次对外传达对AI发展的乐观信 号，并称AI基础设施建设仍处于早期阶段，未来几年内需求将持续旺盛。 黄仁勋表示，AI 建设"还有七到八年的路要走"，当前所见的仅是漫长建设周期的开始， ...

Core Viewpoint - The Chinese government is intensifying investment policies to stabilize economic growth and enhance development momentum, focusing on effective investment measures and innovative financial tools [2][3]. Group 1: Investment Policies - The State Council, led by Premier Li Qiang, emphasizes the importance of effective investment for economic stability and future competitiveness, planning to enhance the use of central budget investments, long-term special bonds, and local government bonds [2]. - In 2025, fixed asset investment (excluding rural households) reached 48,518.6 billion yuan, a decrease of 3.8% from the previous year, highlighting the need for policies to reverse this trend [2]. - The first batch of 93.6 billion yuan in long-term special bonds for 2026 has been allocated to support approximately 4,500 projects in industrial and energy sectors, driving total investment over 460 billion yuan [3]. Group 2: Project Focus Areas - The National Development and Reform Commission (NDRC) has organized a list of priority projects for 2026, with a funding scale of about 295 billion yuan, focusing on urban infrastructure, agricultural development, and logistics cost reduction [3]. - The government plans to allocate over 750 billion yuan for public projects in urban renewal, water conservancy, ecological protection, and pollution control, emphasizing the role of government investment in guiding and stimulating the economy [3]. Group 3: Enhancing Investment Efficiency - The NDRC aims to improve investment efficiency by promoting both physical and human capital, with a focus on projects that directly invest in people [4]. - The State-owned Assets Supervision and Administration Commission (SASAC) has outlined plans for state-owned enterprises to increase effective investment, particularly in infrastructure and emerging industries, to support sustainable development [4]. Group 4: Supporting Private Investment - A comprehensive policy package was launched on January 20 to stimulate private investment, including loan interest subsidies for small and micro enterprises and risk-sharing mechanisms for private enterprise bonds [5]. - The Ministry of Finance highlights that stimulating private investment is a key focus of the new policies, which aim to lower financing costs and reduce barriers for private enterprises [6].

Group 1 - The core focus is on promoting effective investment to stabilize economic growth and enhance development potential, with an emphasis on infrastructure, urban renewal, public services, emerging industries, and future industries [3] - The State Council has outlined measures to increase central budget investment, optimize the use of special bonds, and leverage new policy financial tools to stimulate private investment [3][5] - In 2025, fixed asset investment (excluding rural households) decreased by 3.8% year-on-year, highlighting the need for policies to reverse this trend [3] Group 2 - The first batch of 936 billion yuan in super long-term special bonds has been allocated to support approximately 4,500 projects in industrial and energy sectors, driving total investment over 460 billion yuan [4] - The National Development and Reform Commission (NDRC) has organized a list of early "two heavy" construction projects and a central budget investment plan totaling about 295 billion yuan [4] - The focus of the central budget investment is on public sectors that require concentrated efforts, with over 75 billion yuan allocated for urban renewal, water conservancy, ecological protection, and pollution control [4] Group 3 - The NDRC aims to enhance investment efficiency by promoting both material and human capital, with a focus on projects that directly invest in people [5] - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the role of central enterprises in expanding effective investment and supporting sustainable development [5] - In 2026, central enterprises will continue to increase investment while focusing on major projects that support public welfare and consumption [5] Group 4 - A comprehensive policy package aimed at stimulating private investment has been implemented, including loan interest subsidies and risk-sharing mechanisms for private enterprises [6][7] - The policy aims to lower financing costs and reduce barriers for private enterprises, addressing the challenges of expensive and difficult financing [7]

其他热点还有：中央一号文件部署农民增收；国家医保局严打精神病院骗保；春节AI应用红包大战卡 在微信这一关。 预制菜国标征求意见 2月6日，国家卫生健康委、国家市场监督管理总局等部门就预制菜国家标准等征求意见，明确预制菜的 术语和定义、原料要求、食品添加剂使用要求、营养品质要求、如何自主明示等。 征求意见稿明确，预制菜肴是以一种或多种食用农产品及其制品为原料，使用或不使用调味料等辅料， 不添加防腐剂，经工业化预加工（如搅拌、腌制、滚揉、成型、炒、炸、烤、煮、蒸等）制成，配以或 不配以调味料包，加热或熟制后方可食用的预包装菜肴产品；同时，预制菜不包括主食类食品、净菜类 食品、即食类食品和中央厨房制作的菜肴。 对于添加剂，征求意见稿要求，生产加工中不得添加防腐剂，食品添加剂"非必要不添加"，并尽可能减 少使用品种和使用量。 【点评】长期以来，我国境内始终对虚拟货币相关业务活动保持禁止性政策。2025年以来，受多种因素 影响，境内虚拟货币交易炒作风气有所抬头，相关违法犯罪活动时有发生。本次新规延续了近年来的政 策立场，结合新的风险形势，对此前政策进行了修订，重申虚拟货币非法，释放出对虚拟货币严监管的 信号。 中央一号 ...

Core Viewpoint - The article emphasizes the urgent need for reform in the high school academic evaluation system in Shanghai to enhance the focus on science education, particularly physics, in light of the increasing demand for STEM talent amid the ongoing Fourth Industrial Revolution [1][2]. Group 1: Current Education System Challenges - The current "3+3" model of the Shanghai high school academic level examination limits the differentiation of science subjects, particularly physics, which is crucial for modern engineering and technology [2][3]. - The implementation of a grading system has compressed the distinction in natural science subjects, affecting the admission ranking of top students compared to core subjects like Chinese, Mathematics, and English [2][3]. Group 2: Recommendations for Reform - The proposal includes establishing "Natural Science Foundation" as a core subject, making physics a mandatory subject with equal or near-equal weight to core subjects [4][5]. - It suggests reforming the evaluation and grading system to include enhanced grading methods, such as providing raw score references for key subjects during admissions [4][5]. - The examination design should be optimized to include more comprehensive application questions and experimental design tasks, allowing for a deeper assessment of critical thinking and scientific inquiry skills [5].

奥运东风下，这季也催生了体育运动与奢侈品牌前所未有的融合，吸引着更广泛的商业合作。 继巴黎之后，奥运会的圣火再次来到欧洲时尚之都。北京时间2月7日凌晨，2026年米兰-科尔蒂纳冬奥会开幕式在意大利米兰的圣西罗体育场举行。各国运 动员穿着风格各异的冬季服饰出场，各大品牌集体亮相，成为开幕式的一大看点。 当地时间2月6日至22日、3月6日至15日，米兰-科尔蒂纳冬奥会与残奥会在意大利的米兰和科尔蒂纳丹佩佐举行，在时尚都市与冰雪山地，将上演一场运动 竞技的盛宴。 各国代表团的队服堪称冬奥赛场的首场竞技。 巴黎奥运会上，意大利代表团服装的平庸表现，在网络上引发关于"阿玛尼翻车"的讨论。本届意大利队依旧延续了与阿玛尼集团的长期合作关系，但摒弃了 多次使用的深蓝色，以乳白色为主调，由旗下运动线品牌EA7设计了一整套白色衣橱，包括羽绒服、飞行员夹克、T恤等套装，以及手套、帽子、背包等配 饰。 继1956年、2006年的冬奥会和1960年的夏季奥运会之后，这是意大利第四次举办奥运盛会。 北部小镇科尔蒂纳丹佩佐是本届主办地之一，这里是欧洲滑雪胜地，位于多洛米蒂山脉的中心地带，拥有设施完善的滑雪场和旅游产业，曾在1956年举办过 ...