Jing Ji Guan Cha Bao
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投资者疯抢黄金理财,惊呆了理财公司
Jing Ji Guan Cha Bao· 2026-02-04 13:40
Group 1 - The conflict between revenue-driven investment departments and risk-averse risk control departments within financial institutions has intensified as gold prices reach high levels [2][4] - Following a significant drop in gold prices on January 30, there has been a surge in demand for gold investment products among residents, with many seeking to capitalize on perceived buying opportunities [3][6] - The average annual yield of "gold+" investment products is projected to be around 4.08% by the end of 2025, significantly higher than the 2.24% yield of traditional fixed-income products, attracting more investors [6] Group 2 - Risk control departments are cautious about increasing gold allocations in investment products due to the high volatility associated with gold, which they believe may not align with the stability required for such products [10][11] - Some financial institutions are exploring innovative strategies to mitigate risks associated with gold investments, such as limiting gold allocation to 10% and utilizing structured products to manage price fluctuations [10][15] - Despite the cautious stance of some institutions, there is a growing interest in developing gold investment products, indicating a potential expansion in the market for these offerings [14][9]
数字文化资本:权力博弈与秩序重绘
Jing Ji Guan Cha Bao· 2026-02-04 02:39
(原标题:数字文化资本:权力博弈与秩序重绘) 引言:一场静默的秩序革命 我们正身处一场由数字技术驱动的静默革命之中,其核心战场是文化领域,核心筹码是数字文化资本。 传统的文化权力格局——由教育机构、专业权威和经典体系所主导的秩序——正在被平台算法、流量经 济和全球性数字寡头所重绘。本文旨在揭示这一秩序重构背后的核心动力:数字文化资本。通过"三重 五维"理论框架,我们将系统剖析数字文化资本如何成为各方力量进行权力博弈的关键工具与战场,并 描绘其正在重塑的、充满张力与不确定性的新秩序图景。 一、范式转换:权力基础的迁移与博弈序幕 传统文化资本理论精妙地揭示了文化资源如何作为一种隐蔽的"软权力"维系社会阶层。然而,数字技术 的降临彻底改变了权力运作的底层逻辑。文化资本的稀缺性、积累路径与认证权威等传统基石正被颠 覆,取而代之的是一套基于数据、算法与平台的新规则。 这场转换的本质是一场权力的迁移。权力从传统的、相对稳定的文化权威机构,向掌握数字技术、平台 和数据的行动者转移。这并非平滑的过渡,而是一个充满博弈的过程:技术精英与传统精英之间、全球 平台与地方文化之间、算法逻辑与人的自主性之间,正在就文化的定义权、评价权 ...
心脏的警报与沉默的痛苦者(D型人格)
Jing Ji Guan Cha Bao· 2026-02-04 01:39
Core Insights - The article discusses the relationship between D-type personality and heart rate variability (HRV), highlighting how psychological traits can impact cardiovascular health [1][2][3]. Group 1: Understanding Key Concepts - Heart Rate Variability (HRV) is described as a measure of the small fluctuations in the intervals between heartbeats, serving as an indicator of heart health rather than arrhythmia [1]. - D-type personality, characterized by emotional distress and social inhibition, is recognized as a psychological risk factor for heart disease, leading to a dual burden on both mental and physical health [2]. Group 2: Connection Between D-type Personality and HRV - D-type personality is linked to lower HRV through a clear physiological and psychological pathway, where constant perception of threat leads to heightened sympathetic nervous system activity and reduced parasympathetic activity, resulting in decreased HRV [3][4]. - The effort to suppress emotions, particularly negative ones, is a high-energy cognitive-physiological process that can elevate cardiovascular system activation, further diminishing HRV [5]. - Behavioral patterns associated with D-type personality include high levels of negative emotions, social inhibition, and unhealthy coping mechanisms, which exacerbate autonomic nervous system dysfunction and create a vicious cycle of psychological distress and physiological imbalance [6][7][8]. Group 3: Inflammation and Health Implications - Chronic psychological stress and emotional suppression are associated with elevated levels of low-grade inflammation, which can damage vascular endothelium and disrupt autonomic nervous system regulation, linking D-type personality, low HRV, and cardiovascular events [9]. Group 4: Clinical Insights and Interventions - The article emphasizes the importance of recognizing the connection between D-type personality and HRV for targeted interventions aimed at enhancing psychological flexibility and physiological resilience [11]. - Suggested interventions include psychological core interventions, physiological level interventions, and adjustments in social support and lifestyle [12][13][14]. Group 5: Conclusion and Hope - The relationship between D-type personality and HRV exemplifies the mind-body interaction, where long-term psychological behavior patterns imprint on the autonomic nervous system, ultimately affecting heart health [14]. - The plasticity of HRV offers hope, as individuals with D-type personality can learn to respond more flexibly to emotions and improve cardiovascular health through scientific psychological interventions and physiological training [16].
黄仁勋台北“夜宴”:2026年仍将是AI供应链极度吃紧的一年?
Jing Ji Guan Cha Bao· 2026-02-03 16:21
Core Insights - The dinner hosted by NVIDIA CEO Jensen Huang in Taipei included key executives from major companies in the AI supply chain, highlighting the importance of collaboration in the industry [2][3] - Huang emphasized the challenges in the production of NVIDIA's next-generation AI chip, Blackwell, and indicated that the supply chain will be "extremely tight" in 2026 [3][12] - The event showcased the significant market value of the participating companies, collectively exceeding $5 trillion [2] Supply Chain Dynamics - TSMC's chairman, Wei Zhejia, confirmed that TSMC needs to work hard to meet NVIDIA's demand for wafers and CoWoS packaging capacity, with NVIDIA accounting for over 60% of TSMC's CoWoS demand in 2025 [3][4] - Major Taiwanese manufacturers like Hon Hai Precision, Quanta Computer, and Wistron are responsible for assembling NVIDIA's AI supercomputing systems, indicating a clear division of labor within the supply chain [5] - The introduction of liquid cooling solutions by companies like Qihong Technology reflects the increasing power demands of new chips, necessitating advanced thermal management [5][6] Financial Performance - Victory Technology, a PCB manufacturer, anticipates a significant increase in net profit for 2025, projecting a rise of 260.35% to 295.00% year-on-year, driven by high-value product orders related to AI computing [6][7] - Industrial Fulian, a subsidiary of Hon Hai, expects a net profit increase of 51% to 54% for 2025, with a notable growth in cloud service server revenue [7][8] - Companies in the optical module sector, such as Zhongji Xuchuang and Xinyi Sheng, are also experiencing substantial growth, with projected net profits increasing by up to 128.17% [8][9] Emerging Competitors - Domestic chip companies like Cambrian are achieving significant revenue growth, with projections indicating a 410.87% to 496.02% increase in 2025, marking their first annual profit [10][11] - The rise of domestic GPU manufacturers, such as Moer Technology and Tianxu Zhixin, reflects a shift towards local alternatives in the computing power market, driven by capital market support [11][12] - Huang's comments on the increasing demand for high-bandwidth memory and advanced packaging solutions suggest ongoing opportunities in the semiconductor sector [12]
多个经济大省下调2026年GDP增速目标
Jing Ji Guan Cha Bao· 2026-02-03 10:15
(原标题:多个经济大省下调2026年GDP增速目标) 近期,各省(区、直辖市,下称"省份")陆续公布2026年经济社会发展目标和重点任务。据经济观察报 梳理,相比于2025年GDP增速目标,经济大省(通常指GDP总量排行前十的省份)大面积下调了2026年 GDP增速目标。 如表一,截至2月3日,10个经济大省均已公布2026年增速目标,其中6个经济大省直接下调增速目标数 值;剩余4个经济大省中,山东、上海的增长目标与2025年持平,江苏由"5%以上"调整为"5%",四川 由"5.5%以上"调整为"5.5%左右"。而2025年,只有3个经济大省下调了GDP增速目标。 值得注意的是,下调2026年GDP增速目标的6个经济大省(广东、浙江、河南、湖北、福建、湖南), 都不约而同地提及"在实际工作中全力争取更好结果"。 与增速目标下调相对应的是,前几年经济大省未完成GDP增速目标的现象屡有出现。2023—2025年,未 能实现增速目标的经济大省分别为6个、4个、3个。其中,广东、湖北、湖南过去三年GDP增速均未达 预期,河南则在2020—2024年间连续5年未能完成GDP增速目标。 2025年11月举行的中央经济工作 ...
2026戛纳狮子奖有哪些新变化?
Jing Ji Guan Cha Bao· 2026-02-03 03:39
(原标题:2026戛纳狮子奖有哪些新变化?) 第73届戛纳狮子国际创意节将于2026年6月22日至26日在法国戛纳举行,奖项申报已经启动。为贴合行 业快速变革趋势,2026戛纳狮子奖(Cannes Lions Awards)推出多项更新,覆盖品牌、数据、AI、零售 等领域,主要包括:新增"创意品牌狮(Creative Brand Lions)",重新定义"创意数据狮(Creative Data Lions)",新增"AI工艺(AI Craft)"子类别,拓展"零售媒体(Retail Media)"范围,实施强化诚信措 施。 Cannes Lions Awards 2026具体都有哪些新变化?速来围观,抢先了解! ■ 新增"创意品牌狮" 70多年来,我们始终致力于表彰打动人心且驱动全球品牌需求的营销案例。2026年,我们将聚焦于催生 此类突破性创意的本源——新增"创意品牌狮"(Creative Brand Lions),旨在表彰品牌在组织内战略性 的创意运用、实现持续商业成功的能力。 该奖项不评判单个营销活动,而是表彰能够带来可量化业务增长与长期品牌价值的体系、文化及核心能 力。参赛作品需聚焦品牌的长期能力,展 ...
今日看点|成品油价预计将迎两连涨
Jing Ji Guan Cha Bao· 2026-02-03 01:59
Group 1 - Domestic refined oil prices are expected to increase for the second time this year, with a potential rise of 85 yuan/ton for gasoline and diesel, marking a consecutive price hike if implemented [1] - The 2026 Brain-Computer Interface Developer Conference will be held in Tianjin from February 3 to 4 [2] Group 2 - On February 3, a total of 8 companies will have their restricted shares unlocked, with a combined unlock volume of 1.035 billion shares, amounting to a market value of 19.897 billion yuan at the latest closing price [3] - The companies with the highest unlock volumes include Yipuli (539 million shares), Changjiang Electric Power (461 million shares), and Taihe New Materials (3.2139 million shares) [3] - The companies with the highest unlock market values are Changjiang Electric Power (12.05 billion yuan), Yipuli (7.218 billion yuan), and Taihe New Materials (387 million yuan) [3] Group 3 - A total of 78 companies disclosed stock repurchase progress, with 3 companies announcing new repurchase plans and 1 company having its plan approved by shareholders [4] - The companies with the highest proposed repurchase amounts are XGIMI Technology and Lexin Technology, each planning to repurchase up to 100 million yuan, and Guizhou Yanfeng Platinum Industry with a plan of 1.0863 million yuan [4] - The company Jingji Zhino plans to repurchase up to 795,400 yuan after shareholder approval [4]
心理学有个词叫:沉默效应(真正厉害的人,搞好人际关系的秘诀是“以静制动”)
Jing Ji Guan Cha Bao· 2026-02-03 01:59
(原标题:心理学有个词叫:沉默效应(真正厉害的人,搞好人际关系的秘诀是"以静制动")) 你有没有过这样的经历? 朋友聚会本来聊得挺愉快的,结果有人夸夸其谈,别人只能尴尬地听着,结束后大家都觉得这个人"有 点烦"。 其实啊,在职场,或和朋友聊天的时候,有时候话很多的人,真的比话少更容易让人生厌。 为什么呢?在心理学上有一种沟通智慧,叫做——沉默效应。因为啊,在人际交往中,适当保持沉默, 反而更让人喜欢,人缘更好。 一、什么是沉默效应 沉默效应,又称"停顿效应"或"空白效应",意思就是在人际沟通中,适当的沉默、停顿,不暴露更多信 息,反而能比滔滔不绝更好。 你说得越多,暴露的缺点就越多。相反,如果适度保持沉默,反而能给对方更多的想象空间,对你的期 待更高。 3.不强迫回应,对方才愿意敞开心扉 每个人心里都有自己的小边界,你要是追着问,反而会让人觉得被冒犯。而沉默传递的信号是:我不逼 你说,你想讲就讲,不想讲也没关系。这种不打扰的态度,能让对方放下戒备,更容易产生信任。 在职场谈判中,沉默是一种给对方施压的方式。曾经哈佛大学研究发现,在谈判或对抗中,只要沉默超 过33秒,对方就会因心理压力过大而慌乱,甚至主动打破僵 ...
新结构视角下大健康经济高质量发展论坛举办 高端智库筹备组启航
Jing Ji Guan Cha Bao· 2026-02-02 13:05
国务院参事室原参事汤敏直指眼健康资源供需失衡痛点,倡导公益创新从"输血"转向"造血式生态构 建",这与"丝绸之路 光明之行"的公益实践不谋而合。 作为大健康经济研究筹备组核心召集人,"丝绸之路 光明之行"组委会联席领队、北大国发院 EMBA2005级校友孟恭明,既是公益实践的先行者,更是智库建设的核心推动者。他分享了20年公益深 耕成果,重点介绍了和田地区墨玉站光明行项目,通过整合医疗资源、联动政企力量,成功为边疆群众 带去优质眼健康服务,生动验证了"有为政府+有效市场"协同模式的实践价值,为筹备组的研究提供了 鲜活的基层实践样本。 (原标题:新结构视角下大健康经济高质量发展论坛举办 高端智库筹备组启航) 在全民健康上升为国家战略的时代背景下,大健康经济已成为优化经济结构、增进民生福祉的核心引 擎。1月28日,以"新结构视角下大健康经济的高质量发展"为核心议题的国家高端智库大健康经济产业 闭门论坛在北京大学朗润园致福轩成功举办。论坛由大健康经济研究筹备组联合北大新结构经济学组织 主办,政、校、企、研各界专家精英齐聚一堂,其中"丝绸之路 光明之行"组委会核心成员作为筹备组 重要力量全程参与,共商智库建设,探索产 ...
霓裳伴侣:盛世余音中藏着怎样的李杨往事?
Jing Ji Guan Cha Bao· 2026-02-02 13:05
(原标题:霓裳伴侣:盛世余音中藏着怎样的李杨往事?) 文博时空 作者 朱紫璇 盛唐的风雅,一半藏在诗酒里,一半融在乐声中。唐玄宗与杨贵妃的故事,离不 开音乐的点缀。爱乐成痴的帝王与多才多艺的贵妃,用乐器作媒、以旋律传情,不仅留下了一段段趣闻 轶事,更让盛唐音乐的风华流传至今。 五凤楼下的音乐竞赛 唐玄宗李隆基绝对算得上古代帝王中的"音乐发烧友"。他自幼通晓音律,对音乐的痴迷与天赋,在历代 帝王中实属罕见。据《明皇杂录》记载,唐玄宗曾在东都洛阳的五凤楼下举办了一场盛大的宴会,这场 宴会可不是普通的吃喝玩乐,而是一场音乐比拼。唐玄宗下令,方圆三百里的县令和刺史带着自家最好 的乐工歌手来比拼技艺,胜者有赏,负者有罚。 当时河内郡守为了出风头,让几百名乐工身着锦衣绣袍,乘上装饰华丽的马车,连拉车的牛都披虎皮扮 成犀牛、大象的样子,场面十分铺张,观众看得目瞪口呆。但唐玄宗看重的不是排场,而是音乐本身。 一旁元鲁山(元德秀,时任河南鲁山县令)亲自率几十名乐工另辟蹊径,合唱了他的自创曲目《于蔿 (wěi)于》。歌曲旋律悠扬,歌词质朴却有深意,令唐玄宗眼前一亮,赶紧要来看歌词,看完后赞叹 道:"这是贤人的言论啊!"他还特意询 ...