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 ...

*科技与芯片股领涨，英伟达放量反弹 *中小盘股和价值板块同步走强 美国股市周五收盘大幅走高，标普500指数和纳斯达克指数强劲反弹，分别终结了此前连续三个交易日的下滑走势；道琼斯工业平均指数则在金融与周期股 带动下强势上行，史上首次收于50000点上方。 截至收盘，道琼斯工业平均指数上涨2.47%，报50115.67点，创历史新高收盘纪录；标普500指数上涨1.97%，报6932.30点；纳斯达克综合指数上涨2.18%， 报23031.21点；反映小盘股市场表现的罗素2000指数大涨3.6%。标普500指数距离上周创下的历史最高收盘点位不足1%，纳斯达克指数仍较去年10月高点低 约4%。 *美股强劲反弹，道指首次站上5万点 Baird投资策略分析师罗斯·梅菲尔德表示，围绕人工智能的交易一直波动较大，但市场已经积累了足够证据，表明人工智能产品确实存在真实需求。"这些应 用需要大量资本投入，因此每当出现类似抛售，总会有一部分投资者选择逢低介入。" 随着股市反弹，华尔街"恐慌指数"芝加哥期权交易所波动率指数结束此前连涨走势，三日来首次回落。 从板块表现看，标普500指数11个板块中有9个上涨，其中信息技术板块涨幅居首 ...

Core Viewpoint - The U.S. stock market experienced a strong rebound, with the Dow Jones Industrial Average surpassing 50,000 points for the first time, driven by gains in financial and cyclical stocks [1][2]. Market Performance - The Dow Jones Industrial Average closed up 2.47% at 50,115.67 points, marking a historic high; the S&P 500 rose 1.97% to 6,932.30 points; and the Nasdaq Composite increased by 2.18% to 23,031.21 points [1]. - The Russell 2000 index, which reflects small-cap stocks, surged by 3.6% [1]. - The S&P 500 index saw 9 out of its 11 sectors rise, with the Information Technology sector leading with a 4.1% increase [2]. Sector Highlights - The Energy, Industrial, and Consumer Staples sectors reached new historical highs, with the S&P 500 Energy Index also setting a record [2]. - Chip stocks collectively strengthened, with Nvidia rebounding by 7.87% after a previous decline, and other semiconductor companies like AMD and Broadcom also showing significant gains [3][4]. Notable Stock Movements - Nvidia's stock rose significantly after a five-day decline, while Amazon's stock fell by 5.6% due to concerns over a projected 50% increase in capital expenditures [3][4]. - Other major tech stocks like Tesla and Microsoft also saw gains, while Google and Meta experienced declines [3][4]. Broader Market Trends - The market breadth improved as funds shifted from previously high-performing tech stocks to underperforming sectors [6]. - Caterpillar was a key driver in the Dow's performance, with its stock up over 26% year-to-date, benefiting from expectations of lower borrowing costs and fiscal stimulus [6][7]. Economic Indicators - Over 80% of S&P 500 companies that reported quarterly earnings exceeded analyst expectations, indicating strong corporate performance [7]. - The upcoming non-farm payroll report is anticipated to show an increase of approximately 70,000 jobs, with the unemployment rate expected to remain at 4.4% [7].

近日，工业和信息化部组织制定的强制性国家标准《汽车车门把手安全技术要求》(GB 48001-2026)由 国家市场监督管理总局、国家标准化管理委员会批准发布，将于2027年1月1日起开始实施。 该强标提到，每个车门（不包括背门）应配备机械释放车门外把手，车辆的安全设计应为当发生不可逆 约束装置展开或动力电池热扩散等事件后，能够通过机械释放车门外把手，开启车门。机械释放车门内 把手要求每个车门（不包括背门）应配备至少一个机械释放车门内把手，且独立操作，任一车门内把手 应能够开启对应车门。 汽车门把手的安全问题再次引发公众关注。近日，网络平台上一则视频掀起热议。视频中，一辆2024款 的东风奕派007在撞车后偏离道路并处于静止状态，车辆在碰撞后约20秒开始冒出黑烟，随后出现明 火。期间，司机自行打开主驾驶门下车，并尝试从外部拉开后排左侧车门，但未能拉开。随后，司机和 另一名男子轮流用石头砸开后排车窗，在火势蔓延的危急情况下，先后从后排车窗中拉出三名乘客。 2月5日，东风奕派发布了《关于网络流传的eπ007事故视频的声明》。其中提到，上述事故发生于2025 年3月19日中午，团队在事故发生后立即赶赴现场，全力配合事 ...

加拿大总理马克·卡尼（Mark Carney）2月5日宣布了一项电动车发展新战略，通过拨款、财政补贴和税 收优惠等措施对该领域给予大力支持。 加拿大政府将实施更严格的温室气体排放标准，目标2035年电动车新车销售占比达75%，2040年提升至 90%，通过技术中立的积分机制鼓励产业多元创新。此外，加拿大政府还将从战略应对基金划拨30亿加 元，从区域关税应对计划额外拨付至多1亿加元，帮助汽车行业适应、增长和开拓新市场；同时投资15 亿加元扩建全国电动汽车充电网络基础设施。 中汽数据发布的一份报告显示，加拿大新能源汽车销量增长呈现不稳定的特征，其从2020年的4万辆增 长至2025年的11万辆，但2025年同比下降30%，市场增长受政策、供应链等因素影响较大；另一方面， 少数头部企业已建立显著领先优势，行业集中度较高，新进入品牌面临较大竞争压力。 目前，超过90%的加拿大制造汽车和60%的加拿大制造零部件出口到美国，而美国汽车关税正威胁加拿 大的汽车制造业以及12.5万个直接相关的就业岗位。 （文章来源：第一财经） 为构建全方位贸易体系，提升汽车产业竞争力，加拿大新一届政府将采取以下行动：完善加拿大汽车关 税减免 ...