【#沪指重返4100点#航空股集体拉升】2月4日，市场探底回升，沪指重返4100点，深成指翻红，此前一 度跌超1%，创业板指午后跌幅收窄。沪深两市成交额2.48万亿。午后太空光伏概念再度拉升，晶科能 源20cm涨停，TCL中环直线拉升触达涨停，欧普泰涨近20%，金辰股份、协鑫集成、易成新能、天合光 能、金晶科技涨幅靠前。近日，市场传闻称马斯克团队近期"摸底"中国光伏产业链，多家企业已向媒体 确认接触。#马斯克团队密访国内主流光伏企业##晶科能源回应马斯克团队密访# 63 @21世纪经济报道 | 恒源煤电 | 7.21 | 10.08% | 0.00% | | --- | --- | --- | --- | | 600971.SH | | | | | 兖矿能源 | 15.27 | 10.01% | 0.00% | | 600188.SH | | | | | 山西焦煤 | 7.36 | 10.01% | 0.00% | | 000983.SZ | | | | | 潞安环能 | 13.97 | 10.00% | 0.00% | | 601699.SH | | | | | 中煤能源 | 14.08 | 10.00% ...

Group 1 - The Guangdong Digital Financial Innovation Industrial Park has officially commenced operations, marking a transition from pilot exploration to a new phase of scale aggregation, crucial for supporting Guangdong's development as a digital financial hub [1] - The park covers an area of 50,000 square meters and aims to cultivate a technology finance ecosystem, leveraging the strong financial and software industries in the Tianhe District [1] - The operational entity, Bay Valley Digital Management Technology Co., has established a collaborative framework involving government, industry, academia, research, and application to create a symbiotic ecosystem of finance, technology, industry, ecology, and talent [2] Group 2 - The park will integrate a strategic framework of "one room, one platform, one park," utilizing a risk management technology laboratory as a research engine and a digital infrastructure platform as a foundational layer [2] - Partnerships have been formed with institutions like Guangzhou Unicom to establish an AI promotion center, addressing the growing demand for computational power in the financial sector [2] - By 2025, the financial sector in Tianhe District is projected to achieve an added value of 170.3 billion yuan, contributing 24.3% to the district's GDP and driving a 1.87 percentage point increase in GDP growth [3]

（文章来源：21世纪经济报道） 广州市市场监管局：春节期间拧紧市场"安全阀" ...

站在十年的节点上，总导演陈晓卿表示新一季的创作内核是延续与开放。"延续"的是对食物本身的敬 畏、对普通人的尊重以及对匠心的理解。 2月2日，《寻味中国》暨《寻味顺德(第二季)》新闻发布会在"世界美食之都"顺德举行。政府代表与业 内嘉宾、顺德本土企业家、餐饮协会代表、文化学者等济济一堂，探索这一顶级美食文化IP在播出十周 年之际的战略升级。发布会现场还举行了战略合作签约与"寻味中国首席推荐官"授牌仪式等。 "十年，是深情的回望，也是崭新的启程。"顺德区委常委、宣传部部长汪精华介绍，十年前《寻味顺 德》以镜头为笔，不仅让顺德味香飘四海，更深层次地"唤醒了这座城市对自身文化的自觉与自信"。过 去十年，顺德以美食为媒，探索出了独特的"顺德炼金术"，通过首创星级"凤厨"评定推动"树人与树店 并重"，联动家电、发力预制菜实现"手艺与拓界并行"，打造节庆IP、组织名厨出海，践行"在地与出海 并举"。 数据显示，顺德餐饮企业数量从2014年的六千余家增长至2025年的三万多家；2025年春节假期接待游客 224.69万人次，旅游收入17.3亿元。中国传媒大学何苏六教授表示，纪录片播出后顺德从"旅游过渡 点"变为消费倍增的"驻 ...

Core Insights - Guangzhou Baiyun International Airport has gained significant online attention for its staff wearing Hanfu during the Spring Festival travel rush, blending traditional culture with modern service [1][4] - The "Songfu Guardians" initiative is part of a series of cultural activities aimed at enhancing the travel experience and promoting local culture [2][4] Cultural Integration - The Hanfu attire worn by airport staff is designed based on strict historical guidelines, incorporating elements like the pink peony hairpin for female staff, symbolizing wealth and auspiciousness [3] - The initiative reflects a growing trend of "Hanfu fever" in China, with over 12 million enthusiasts projected by 2025, contributing to a billion-dollar market for traditional clothing [3] Service Enhancements - During the Spring Festival period from February 2 to March 13, Baiyun Airport expects to handle 65,700 flights and 10.51 million passengers, with a cargo throughput of 250,700 tons [5] - The airport has introduced various themed cultural activities, including traditional performances and food offerings, to create an immersive festive atmosphere for travelers [5][6] Operational Improvements - Baiyun Airport has implemented advanced self-service systems to streamline passenger processing, including a centralized verification model for security checks [5] - The airport has launched specialized services for different traveler groups, enhancing overall travel efficiency and experience [6] Regional Tourism Impact - Guangdong has emerged as a popular destination during the Spring Festival, with significant increases in flight bookings to various locations, particularly a 166% rise in bookings to Jieyang [6] - The province plans to host a series of cultural events to promote tourism and engage the community, creating a shared festive experience [7]

"白银今年涨得实在是太猛了，盘中一度涨幅超过6成，1月底忍不住追高了场内的国投白银LOF基金，前两天还高兴，但是这几 天要哭了，天天跌停，从现在的抛压来看，短时间内估计跌停板难以打开。"广州的一名投资人罗女士向记者抱怨。 追高追到山顶上，这或是近期在场内投资国投白银LOF基金投资人的共同心声。由于白银价格大幅波动，国投白银LOF基金已 经连续三个跌停了，不过即使如此，目前的溢价仍然高达64.6%。 其实在上周五和本周一的大跌之后，白银正在大幅"收复失地"，目前现货白银已经逼近88美元/盎司，但是国投白银LOF基金仍 在"跌跌不休"，造成这一"惨案"的原因主要是由于场内溢价过大。 东吴期货贵金属研究员曹可安表示，近期白银基金调整幅度较大，他倾向于是前期获利颇丰的盈利盘止盈行为；加之白银市场 规模相对黄金较小，波动率远大于黄金；最后近期美联储的沃什提名加剧了市场的恐慌预期，共同造成短期贵金属市场的剧烈 波动。 后市来看，曹可安认为短期调整不改长期上行趋势，建议在白银投资方面近期需等待市场止跌企稳后再择机做多，当下波动率 仍旧较高，风险相对较大；实物白银投资方面需通过银行等正规渠道购买。长期来看，需密切关注政策与供 ...

针对该传闻，21快讯记者以投资者身份致电光伏组件龙头晶科能源核实，接线工作人员回应称，公司近期确实与马斯克团队相关考察团有过接触，考察团 对公司的技术储备、生产设备等进行了了解，但合作意向及具体考察细节不便透露。该工作人员同时透露："国内主流光伏企业也均有考察"。 马斯克团队走访中国多家光伏企业，引爆A股光伏板块！ 2月4日午后，光伏股集体拉升，晶科能源20cm直线涨停，带动光伏ETF（159857）标的指数午后涨3%，两日涨8.7% ，科创新能源ETF(588830)上涨 2.67%，最新价报1.73元。 | < コ | 光伏指数(884045) | | | --- | --- | --- | | | 4586.81 155.37 3.51% | | | 资料 | 资讯 相关基金 | 月度收益 | | 名称 | 现价 | 涨跌巾一 | | 晶科能源 | 8.40 | 20.00% | | 688223.SH | | | | 泽润新能 | 89.47 | 20.00% | | 301636.SZ | | | | 中来股份 | 10.32 | 20.00% | | 300393.SZ | | | | 晶盛机电 ...

费率方面，上海金ETF（159830）管理费率0.25%，基金托管费率为0.05%，均低于同标的产品平均水 平，同时该ETF支持T+0交易。该ETF还配置了场外联接基金（联接A：014661，联接C：014662）。 消息面上，据智通财经，国际金价的反弹直接传导至国内终端市场。2月4日，国内多家黄金珠宝品牌当 日公布的境内足金首饰价格有所上调，周生生报价1600元/克，较前一日1498元/克涨102元；周大福报 价1566元/克，较前一日1495元/克涨71元；老凤祥报价1576元/克，较前一日1518元/克涨58元；老庙黄 金报价1571元/克。 国泰海通证券表示，黄金长期行情仍有支撑。本轮贵金属价格的大幅下跌是对年初以来非理性上涨的技 术性调整，而非黄金长期牛市的终结。短期来看，前期过热投机情绪的降温，以及资金杠杆水平的下降 有助于黄金重回更健康与稳健的上涨趋势。长期来看，在各国信任程度下降的情况下，全球仍在经历持 续的货币体系重构，央行购金仍有较大空间，黄金长期的行情仍然会延续。 2月4日，COMEX黄金期货盘中重回5100美元/盎司关口。 相关ETF方面，上海金ETF（159830）截至发稿成交额超2 ...

Group 1 - The core issue is that Gao Xin Retail, the parent company of RT-Mart, announced on February 4 that it has temporarily lost contact with CEO Li Weiping, who has only been in the position for two months since joining on December 1, 2025 [2][3] - There are rumors that Li Weiping was taken by the police for investigation, which the company denied, stating that the information is false and that Li is currently at work [3] - Li Weiping has a three-year service agreement with Gao Xin Retail, with a fixed annual salary of 3.36 million yuan, and is entitled to annual management bonuses based on company performance and personal achievements [5] Group 2 - Gao Xin Retail operates under the brands "RT-Mart," "RT-Mart Super," and "M Membership Store," managing large supermarkets, medium-sized supermarkets, and membership store businesses [5] - As of September 30, 2025, the group has 462 large supermarkets, 32 medium-sized supermarkets, and 7 membership stores across 205 cities in 29 provinces and autonomous regions [5] - On February 3, 2025, Gao Xin Retail's stock price was reported at 1.6 HKD per share, reflecting a 3.23% increase [6]

Core Viewpoint - Tencent's Yuanbao red envelope feature faced restrictions on WeChat due to violations related to "induced sharing" practices, prompting a shift to a new "password red envelope" mechanism to enhance user experience [1][5]. Group 1: Incident Overview - On February 4, users reported that they could not access the Yuanbao red envelope feature on WeChat, receiving a message about the content being blocked due to "induced sharing" [1]. - In response to the issue, Tencent's Yuanbao app quickly adjusted its sharing mechanism and relaunched the feature as a "password red envelope" [1]. - WeChat's official announcement highlighted that the restrictions were part of a broader crackdown on excessive marketing and induced sharing practices during the Spring Festival [5]. Group 2: Regulatory Actions - WeChat's announcement specified that the platform would take action against third-party behaviors that induce users to share links through various incentives, including monetary rewards and virtual prizes [5]. - The platform emphasized that such practices disrupt the ecosystem and negatively impact user experience, leading to the decision to limit Yuanbao's sharing links [5]. - WeChat will continue to monitor marketing activities related to the Spring Festival to ensure compliance with platform rules and protect user experience [5]. Group 3: Market Reactions - Following the news of the restrictions, Tencent's stock experienced a decline, initially dropping over 3% before stabilizing at a 2.84% decrease [7]. - The incident reflects ongoing challenges in the industry regarding user engagement strategies and compliance with platform regulations [6]. Group 4: Competitive Landscape - The Yuanbao red envelope activity, which began on February 1, offered users a chance to participate in a "10 billion cash distribution" event, indicating a competitive push among tech giants to attract users through financial incentives [6]. - Other companies, such as Alibaba with its "Qianwen" app, are also engaging in similar promotional strategies, highlighting a trend of aggressive marketing tactics in the AI and app service sectors [6].