2025年对谷歌而言是一个标志性年份。 美东时间2月4日盘后，谷歌母公司Alphabet发布2025年财报，全年营收达到4028.4亿美元，首次站上四 千亿美元关口。在激烈的AI竞赛中，这家硅谷巨头依然掌握着主动权。 不过，伴随着亮眼业绩的还有巨额的投入。谷歌在财报会议中同时宣布，预计2026年资本支出将达到 1750亿美元至1850亿美元，较2025年的910亿美元几乎翻倍。财报披露后，谷歌股价在盘后交易中一度 大幅跳水，最大跌幅超7%。 人工智能已不再是未来图景，而是驱动当下增长的强大引擎，但同时，要维持这股势头，其代价正变得 越来越高。 谷歌云增长48% 就在两年前，华尔街还在担忧ChatGPT的横空出世将瓦解谷歌的搜索护城河，甚至有人预言这家互联网 科技巨头将面临"柯达时刻"。然而，随着其2025财年第四季度及全年财务报告发布，扎实的业绩数据已 然回应了此前市场的种种疑虑。 年报显示，公司全年营收达到4028.4亿美元，同比增长15%。净利润达到1321.7亿美元，同比增长 32%，利润率不降反升，这在科技巨头大规模投资AI的阶段显得格外突出。 第四季度营收为1138.3亿美元，同比增长18%，净利润 ...

近日，国内白羽肉鸡产业的种源供应再起波澜。由于法国主要供种地区爆发高致病性禽流感，国内祖代 种鸡引种工作被迫中断，行业龙头益生股份已确认暂停1月下旬两批引种计划。 此次事件中，国内自繁体系成为抵御外部冲击的关键缓冲。数据显示，2025年国内祖代种鸡自繁量达 90.72万套，占总更新量的59.07%，较2024年增长10.36%，首次占据市场主导地位。 其中，"广明2号"等国产品种逐步推广，在抗病性、适应性等方面展现优势，打破了国外品种长期垄断 的格局。 近年来，广东省农业科学院动物科学研究所（以下简称"研究所"）承担"优质快长型肉鸡基因组选育体 系建立与新品种培育"项目，针对肉鸡育种中存在的"卡脖子"问题，与中国农业科学院北京畜牧兽医研 究所等国内6家肉鸡育种优势单位联合开展科技攻关，成功培育出黄羽肉鸡"岭南黄鸡5号"和白羽肉 鸡"广明2号"两大新品种，并构建了新一代肉鸡生物育种技术体系。 一系列成效，标志着我国在肉鸡育种领域实现从跟跑到并跑的跨越发展。 育种从"引进来"到"走出去" 鸡肉是全国第二大消费肉类，主要为白羽肉鸡、黄羽肉鸡和小型白羽肉鸡三种。其中，白羽肉鸡产量占 比超七成，尤其在"无鸡不成宴"的广 ...

2月5日，国务院新闻办举行发布会介绍市场监管服务经济高质量发展情况。 一是重点整治平台规则和收费突出问题。国家市场监督管理总局聚焦平台经济领域突出问题，部署开展 了约谈整改和排查整治，有力纠治"仅退款""强制运费险""全网最低价"等规则滥用、规则制定不合理以 及执行不透明等问题，有效遏制平台乱收费、乱罚款等现象，切实保护中小商家和广大消费者的合法权 益，国家市场监督管理总局还联合国家网信办发布《网络交易平台规则监督管理办法》，出台了《网络 交易平台收费行为合规指南》，制定《关于推动网络交易平台企业落实合规管理主体责任的指导意 见》，着力健全平台经济监管的长效机制。 二是重拳打击直播电商乱象。针对假冒伪劣、虚假营销等直播电商突出问题部署开展了专项整治，依法 查处成都快购科技有限公司违法案件，同时指导地方依法查处"太原老葛""大LOGO"等头部主播虚假宣 传的典型案件，集中发布了四批30件直播电商领域的典型案例。国家市场监督管理总局还联合国家网信 办发布了《直播电商监督管理办法》，进一步强化直播电商的常态化监管。 三是着力规范外卖平台非理性竞争。针对去年以来外卖行业出现的"口水仗""补贴战"等扰乱市场竞争秩 序的 ...

Group 1 - The core competitive advantage of the company in the AI digital marketing sector lies in its data layer, which is built on years of experience serving advertisers [1] - The company has systematically accumulated, processed, and annotated historical business data, creating a marketing data asset that covers multiple industries and scenarios [1]

南财智讯2月5日电，江丰电子公告，公司股票将于2026年2月6日开市起复牌；公司拟以现金方式收购北 京凯德石英股份有限公司控制权，公司及全资子公司宁波江丰博鑫科技有限公司担任执行事务合伙人的 宁波甬金智享企业管理咨询合伙企业（有限合伙）与张忠恕、王毓敏、张凯轩、北京德益诚投资发展中 心（有限合伙）、北京英凯石英投资发展中心（有限合伙）签署《股份转让协议》，公司受让标的股份 1172.71万股，占凯德石英总股本的15.6424%，转让价款44762.44万元；宁波甬金受让标的股份374.85万 股，占凯德石英总股本的5.0000%，转让价款14308.02万元；同时，张忠恕、张凯轩、德益诚、英凯石 英承诺无条件且不可撤销放弃其所持凯德石英全部股份对应的表决权；本次交易完成后，江丰电子将成 为凯德石英控股股东。 ...

Core Viewpoint - The company emphasizes its commitment to self-sufficiency in core components of its instrument products while also utilizing multi-source procurement for external components to mitigate supply risks [1] Group 1: Product Development and Strategy - The company’s mass-market instruments offer significant price advantages compared to imported instruments while still meeting customer performance requirements [1] - There is a slight performance gap in high-end products, particularly in detection limits, compared to imported instruments, prompting the company to increase R&D investment to achieve international standards [1]

据广州日报，1月30日，广州市人大官网正式发布《广州市职业教育促进条例》，自2026年3月1日起正 式施行。 （文章来源：21世纪经济报道） 与此同时，广州职业教育资源丰厚，在穗职业学校在校生近90万人，办学体量在全国各大城市排名第 二，约占全省职业教育在校生的1/3。 《条例》第十一条明确：职业学校的毕业生在落户、应征入伍、就业创业扶持、公务员招录、企事业单 位招聘、职称评审、职级晋升等方面，与同层次普通学校的毕业生享有平等机会。 《条例》第十四条明确推动职普融通，教育行政主管部门应当建立健全职业教育和普通教育相互融通机 制，推动中等职业学校与普通高中之间实行学籍互转、学分互认、资源互通。 事实上，广州已在实践学籍互转。目前，5所区属中职开展综合高中试点，试点的重要内容即为推进普 高与中职在校内进行学籍互转。 ...

Core Viewpoint - Yulong Venture Capital, a shareholder holding more than 5% of Haigoo Co., has completed a share reduction plan, selling 1,040,000 shares, which represents 0.9965% of the company's total share capital [1] Group 1 - Yulong Venture Capital executed the share reduction through a centralized bidding method [1] - The share reduction plan has been fully implemented [1]

南财智讯2月5日电，立讯精密发布2025年前三季度权益分派实施公告，以公司现有总股本为基数，向全 体股东每10股派1.599147元人民币现金（含税），股权登记日为2月11日。 ...

Overall Performance - As of January 29, there are 157 public "fixed income + options" wealth management products with a history of over 6 months, with an average net value growth rate of 3.33% and an average maximum drawdown of 0.42% over the past 6 months [5] - In the top ten products by yield, Zhaoyin Wealth Management has four products listed, Xingyin Wealth Management has two, and Jiaoyin, Ping An, Yunan Rural Commercial, and ICBC Wealth Management each have one product [5] - The top two products, "Fengli Xindong Multi-Strategy Global Allocation Closed 5th Enhanced" and "Fengli Xindong Multi-Strategy Global - Qianchao Closed 1st Enhanced," both from Xingyin Wealth Management, achieved a net value growth rate of 6.81% [5] Product Analysis - The product "Yizun Jinxihongyu Inheritance Closed 2025 No. 51705 (Linked Type)" from Yunan Rural Commercial Wealth Management has a net value growth of 2.99%, ranking ninth [6] - The same series products No. 51702-51704 have growth rates below 1%, with the lowest being 0.4% for product No. 51703 [6] - The product "Yizun Jinxihongyu Inheritance Closed 2025 No. 51705" has a risk rating of level two, established on July 15, 2025, and is expected to mature on January 14, 2027 [6] - The underlying asset for the product is linked to the "Shenwan Ruiyan China Multi-Asset Intelligent Allocation Index 2.0," with performance benchmarks ranging from 1.20% to 4.90% based on the index's price performance [6] - The product has a total of 3,999.19 million shares outstanding, with approximately 40% in broker profit certificates, 37% in bonds, and 23% in cash and bank deposits [6] Comparison of Products - The product "Yizun Jinxihongyu Inheritance Closed 2025 No. 51703" has a lower performance, established on June 17, 2025, and expected to mature on December 17, 2026 [7] - This product is linked to the "Guotai Junan All-Weather Index 2.0," with similar performance benchmarks of 1.20% to 4.90% [7] - As of the end of 2025, this product has 9,784.03 million shares outstanding, with approximately 40% in broker profit certificates and a higher bond allocation of 54.46% [7] - The significant performance difference between the underlying indices, with the "Shenwan Ruiyan China Multi-Asset Intelligent Allocation Index 2.0" showing a 1-year annualized growth of 8.32% compared to a slight decline of 0.15% for the "Guotai Junan All-Weather Index 2.0," is a key factor in the yield disparity among the products [7]