"这么大的城市，这么多人，这么长的工业岸线，每个人也就是像河上经过的船那样，有过几段航行而已。" 一条黄浦江，对上海人而言意味着什么？陈丹燕的新作《河流研究》从黄浦江出发，走向伦敦、纽约、汉堡、东京、澳门、阿姆斯特丹等世界港口城市的水 岸。她在码头的气味、光线与人群中行走，既写消失的河汊、旧港的光影，也写公共空间如何被争取、被保护、被立法确认。河流在这里不仅是风景，更承 载着城市的伦理、记忆与未来方向。经出版社授权，第一财经节选《凛冽的光芒》一章，以飨读者。 在徐汇滨江岸边，夏季热辣明亮的大太阳下，我坐在从前南浦火车货运站外面的树下，看一下江上的船。那里的台阶不高不矮，与江面差不多齐平，让我想 起四五岁时，坐在父亲办公室的大写字桌上眺望越过中山东一路的黄浦江。 记忆中那张大桌子光滑而凉爽，带着一股子龙虎牌万金油的气味，那是我对父亲有记忆以来一直伴随着他的气味。应该还有他放屁的气味，母亲嘲笑他的屁 是"暖臭暖臭"的。记忆里它是一种不恶的肠气。 下午，从定海桥方向过来的船渐渐多了，一条名叫羽正的船排在一条名叫东海的船后面。还有许多忘记名字的大船和看不到名字的小船。上午时，从杨思方 向去定海桥的船比较多。 在堤岸上 ...

这个新春，上海大宗消费市场迎来"开门红"。第一财经记者走访汽车交付中心与家居商场，直击"以旧 换新"下的消费新逻辑。从国补到"店补"，多重补贴叠加让消费者直呼"真香"；从智能座舱到智慧家 居，新品迭代驱动"质价比"追求。多位企业负责人表示，政策"指挥棒"正精准转化为市场动力。购新 车、换智家，大宗消费的火热不仅是数据的增长，更是上海市民对更美好、更智能未来的"双向奔赴"。 更现场、更财经，一探究竟！ ...

【#美股本周两连阳#！"科技七巨头"齐涨，#AI抛售潮临近尾声了吗#？】经历了过去一段时间的人工智 能（AI）板块抛售潮，美股本周逐渐企稳，在"总统日"后的两个交易日走出"两连阳"。 据第一财经了解，尽管有华尔街投行认为AI抛售潮已经临近尾声，但部分投资机构仍将信将疑，年内 庞大的资本开支将大幅挤占科技巨头的自营现金流和回购分红比例，在英伟达公布财报之前，鲜少有交 易员愿意大幅抄底科技股。 截至当地时间2月18日收盘，标普500指数收涨38.09点，涨幅0.56%，报6881.31点；道琼斯工业平均指 数收涨129.47点，涨幅0.26%，报49662.66点；纳斯达克综合指数收涨175.251点，涨幅0.78%，报 22753.635点；纳斯达克100指数收涨197.272点，涨幅0.80%，报24898.868点。 ...

交易员观望AI抛售潮动能 科技股和能源股成为18日美股上行两大推动力。美国"科技七巨头"盘中齐涨，领涨的英伟达和亚马逊均 一度涨近3%。得益于Meta同意未来几年部署数百万英伟达芯片的新协议，英伟达股价上涨近1.63%。 对于美股而言，短期内降息的概率似乎较低，因此很难成为助力。 经历了过去一段时间的人工智能（AI）板块抛售潮，美股本周逐渐企稳，在"总统日"后的两个交易日走 出"两连阳"。 截至当地时间2月18日收盘，标普500指数收涨38.09点，涨幅0.56%，报6881.31点；道琼斯工业平均指 数收涨129.47点，涨幅0.26%，报49662.66点；纳斯达克综合指数收涨175.251点，涨幅0.78%，报 22753.635点；纳斯达克100指数收涨197.272点，涨幅0.80%，报24898.868点。 据第一财经了解，尽管有华尔街投行认为AI抛售潮已经临近尾声，但部分投资机构仍将信将疑，年内 庞大的资本开支将大幅挤占科技巨头的自营现金流和回购分红比例，在英伟达公布财报之前，鲜少有交 易员愿意大幅抄底科技股。 尽管软件股抛售潮暂时告一段落，但市场对于超大规模云服务商（hyperscaler，主 ...

Group 1 - Nvidia and Meta announced a long-term strategic partnership covering local deployment, cloud, and AI infrastructure [1] - Musk announced the public testing version of Grok 4.2, which features rapid learning capabilities [1] - Anthropic released the next-generation AI model Claude Sonnet 4.6 [1] Group 2 - Tesla's first Cybercab officially rolled off the production line at the Texas Gigafactory [1] - OpenClaw version 2026.2.17 was released, including updates such as Sonnet 4.6, 1M context testing, sub-agent generation from chats, and iOS sharing expansion [1] - Qualcomm committed to investing up to $150 million in India's AI strategy fund [1] Group 3 - Microsoft plans to invest $50 billion in the AI sector in the Global South by the end of this decade [1] - Carrefour partnered with Vusion to deploy smart stores on a large scale in France [1]

而深巷里的老宅，因为不通车、路难找，在租赁市场上毫无竞争力。房东开出的价格极其诱人，即便是大面积的宅院，月租金也不高。 留在巷子里的，都是想"赚生活"的人。 在泉州，喝咖啡变成了一件需要"寻宝"的事。 你得先打车到某个标志性的寺庙或老字号门口，然后打开手机地图，在仅容两人并行的石板小巷里七拐八绕。导航频繁失灵，红色的路线标记在小巷里原地 打转。但当你终于找到那扇隐匿在红砖墙里的木门时，会发现里面早已"人满为患"。 泉州申遗成功后，这座城市的客流量如潮水般涌来。但与其他城市的网红咖啡不同，泉州的一些网红咖啡店逻辑似乎有些"别扭"，它们固执地藏身于巷子深 处，拒绝对着大马路开门迎客。 第一财经记者在春节期间打卡了多家藏在小巷里的咖啡店。发现这种"躲起来"的姿态，不只是文艺青年的审美选择，更是一笔经过精密计算的年轻人的生 意。 巷子里的"算盘" 庄晓婷每天早上8点半，要骑着电动车从家出发到老城区，穿过七拐八弯的巷子，来到自己的咖啡店里。 这间店面曾经是一座典型的闽南"手巾寮"格局的房子。进门是狭长的通道，经过天井，才是主厅。在决定开咖啡店之前，这栋房子空了多年。 "不是不想开到街边，是根本租不起。"庄晓婷给记者算了 ...

这可能与海南今年实行封关运作后旅客增加有关。 春节假期的未来几天，海南出岛交通将迎来返程高峰。目前，机票、轮渡车票均已出现紧张态势，其中 琼州海峡过海出岛车票已全面售罄，部分航线机票经济舱告急，只剩下少量的公务舱。 机票方面，以南方航空为例，2月18日，第一财经记者查询其购票官网发现，2月20日（大年初四）起， 海口至广州航线机票均为全价经济舱，票价2000元起（不含税费）。而至2月22日至23日，该航线经济 舱已全部售罄，仅剩余少量全价公务舱，票价高达6210元（不含税费）。 类似的紧张态势也出现在海口至上海航线。记者从南方航空官网了解到，2月22日至23日，海口至上海 航线经济舱已全部售罄，仅余少量全价公务舱，最高票价达11560元（不含税费）。 与航空出行一样，海南出岛轮渡车票同样紧张。海南进出岛船票主要通过"琼州海峡轮渡管家"微信公众 号购买。2月18日，第一财经记者登录该公众号查询发现，从当日起至未来一周，海口至广东湛江徐闻 的过海车票已全部售罄，无余票可购。 | 00:45 | 1时40分 | 02:25 徐闻港 | 信整 | | --- | --- | --- | --- | | 新海港 | | ...

Core Viewpoint - The competition among major tech companies for national-level traffic entry points during the Spring Festival is intense, with no clear winner emerging from this year's "red envelope war" [1][16]. Group 1: Competition Overview - Major players in the competition include Alibaba, ByteDance, Tencent, and Baidu, each deploying significant financial resources to attract AI users [3][19]. - Alibaba's Qianwen announced a 30 billion yuan "Spring Festival invitation plan," while Tencent's Yuanbao offered 1 billion yuan in cash red envelopes, and Baidu provided 500 million yuan in red envelopes for users of its Wenxin assistant [3][19]. - ByteDance did not disclose specific amounts but indicated it would distribute over 100,000 tech gifts and cash red envelopes during the Spring Festival [3][19]. Group 2: Company Strategies and Ecosystems - Alibaba benefits from a robust ecosystem supported by its large models and diverse application scenarios, including its open-source models that compete internationally [4][20]. - Qianwen's user engagement exceeded expectations, leading to an actual investment surpassing the planned 30 billion yuan due to high user participation [4][20]. - ByteDance's Doubao has gained a competitive edge with a higher daily active user count compared to its rivals, achieving 1.9 billion AI interactions on New Year's Eve [4][20]. Group 3: Model Capabilities and Market Position - Tencent's underlying model capabilities are perceived as weaker compared to Alibaba and ByteDance, lacking a leading position in major model rankings [5][21]. - Baidu's strategy focuses on integrating its Wenxin assistant into its existing app with over 700 million monthly active users, offering incentives to encourage user transition to AI [5][21]. - The competitive landscape has raised entry barriers for other companies, necessitating substantial financial investments to compete effectively [6][22]. Group 4: Future Trends and Developments - The emergence of intelligent agents, such as NetEase Youdao's LobsterAI, indicates a shift towards new AI application forms, with significant expectations for their future role in AI applications [8][24]. - The gap between Chinese and American large models has narrowed, with the difference in capabilities reduced from six months to approximately three months [13][28]. - Chinese companies are expected to maintain a competitive advantage in terms of cost-effectiveness in AI investments compared to their American counterparts [15][32].

破坏生态环境很容易，恢复生态环境却很难。 村西的河也叫边河，是山东鱼台与江苏沛县、丰县的界河。近来每次回去都发现河水充裕，波光盈盈， 可以看到白鹭飞翔。今年是暖冬，河水没有结冰，泛着蓝光。芦苇、飞鸟和钓鱼人构成一幅长长的画 轴。 虽然那时有"打鸭客"存在，但野鸭还是遮天蔽日。野鸭也学会了如何与"打鸭客"们周旋：牺牲一小部 分，保存绝大多数。 但野鸭的这种生存技能面对工业化污染就显得无能为力了。同样，面对生态环境恶化，必要的重拳出击 也就成为必然选择。 记者儿时却不是这种景象。那时一到冬天河水就枯竭了，我们经常到河对岸去玩。到后来，很多时候河 里虽然有水也是臭水，遮鼻尤恐不及。 情况的改变发生在南水北调东线工程实施之后。最严格的生态恢复和保护措施使得这个两省四县（除了 上述三县还包括山东微山县）交界地区的河水治理彻底改观。 从我们村北行3公里左右就是南四湖（微山湖），湖里的水质同样让人放心，可以说是做到了一湖江水 向北流。 湖里的野鸭也又回来了。虽然达不到遮天蔽日的程度，但已经蔚为壮观。而就在不到10年前，每次回老 家过年，父亲总爱提起他少年时期湖里遮天蔽日的野鸭。 什么叫遮天蔽日？父亲说，当时野鸭飞起来的时候 ...

Core Viewpoint - The competition among major tech companies for national-level traffic entry points during the Spring Festival is intense, with no clear winner emerging from this year's events [1][3][6]. Group 1: Competition Overview - Major players in the competition include Alibaba, ByteDance, Tencent, and Baidu, each deploying significant financial resources to attract AI users [3][5]. - Alibaba's Qianwen launched a 30 billion yuan "Spring Festival invitation plan," while Tencent offered 1 billion yuan in cash red envelopes through its Yuanbao app [3][4]. - ByteDance's Doubao and Baidu's Wenxin Assistant also participated, with Doubao reporting 1.9 billion AI interactions on New Year's Eve [4][13]. Group 2: Company Strategies - Alibaba leverages its extensive ecosystem and open-source models to compete effectively in both domestic and international markets [3][5]. - ByteDance's Doubao has gained a first-mover advantage with a higher daily active user count compared to its competitors [3][5]. - Tencent's model capabilities are perceived as weaker, but the company remains confident in its ability to compete in the AI space [5][6]. Group 3: Market Dynamics - The competition has raised the entry barrier for other companies, requiring substantial investment to compete for national-level traffic [5][6]. - The rapid iteration of large models in China has narrowed the gap with U.S. counterparts, with the difference in capabilities reduced to about three months [13][14]. - Chinese companies are increasingly efficient in their AI investments, achieving competitive intelligence levels with lower costs compared to U.S. firms [15]. Group 4: Future Trends - The emergence of intelligent agents, such as LobsterAI, indicates a shift towards more specialized applications of AI technology [8][9]. - The evolution of intelligent agents is expected to progress through various stages, from single-app functionalities to cross-platform interactions [10][11]. - The competitive landscape suggests that smaller companies may find opportunities by leveraging multiple AI models rather than being tied to a single one [9].