首都文艺舞台持续繁荣。出台推动演艺高质量发展支持办法，有效激发首都演艺市场活力。全年举办营 业性演出超6万场，吸引观众超1400万人次，票房收入突破50亿元，场次、观众、票房分别同比增长 5%、9%、27%，其中大型演出277场，吸引观众约487万人次，票房收入约34.4亿元，场次、观众和票 房分别增长37%、41%、48%，规模创历史新高。 聚焦入境游市场，2025年全年，北京全市共接待入境游客548万人次，实现旅游花费505.6亿元，分别增 长39%和44.7%。海外文旅宣传账号矩阵成效再创新高，累计粉丝突破912万，全年发布内容8607篇，斩 获总曝光阅读量5.4亿次，收获海外网友互动2616万次，稳居全国省级文旅新媒体综合国际传播力指数 榜首。 文旅产业高质量发展取得实效。2025年全市接待游客3.9亿人次，同比增长4.8%；实现旅游总花费 7159.3亿元，同比增长6.5%。持续发挥文旅经济专班作用，加强项目储备，搭建北京市文旅产业项目库 系统，完成220个项目入库。印发实施重点旅游项目奖励和贷款贴息实施细则，2025年支持16个项目， 支持金额1915.06万元。 2025年，北京文旅公共服务效能 ...

北京商报讯(记者吴其芸)2月4日，北京商报记者从2026年北京市文化和旅游工作会上获悉，2026年，全 市文化和旅游系统聚焦提质增效，加强文旅公共服务体系建设。坚持文化惠民，布局一批群众身边的城 乡新型公共文化空间，加快推进北京艺术博物馆建设。优化升级"歌唱北京"等群众文化活动品牌。扩大 景区购票平台接入范围，今年将覆盖3A级景区和部分博物馆。完善智慧图书馆、数字文化馆体系建 设，推动基层文化服务的普惠应用、便捷触达。创新非遗与旅游深度融合的产品和服务，启动全市数字 化非遗档案数据库建设，推广一批能体验、有讲解、促消费的"京彩非遗游"项目。 ...

2026年，北京将拓展人工智能+文旅新场景、新产品、新业态，助力全球数字经济标杆城市建设。深入 推动文商旅体展深度融合，结合北京国际电影节，中网、WTT、北马等国际赛事，服贸会、文旅博览 会等大型展会，大力塑造"跟着电影和微短剧去旅游""跟着赛事去旅游"等北京旅游品牌。加强三条文化 带资源利用，梳理普查长城遗产资源，推动"京畿长城"风景道提质升级，提升大运河文化旅游景区品 质，结合"两园一河"建设方案，打造"永定河左岸"滨水文旅休闲品牌。 北京商报讯（记者 吴其芸）2月4日，北京商报记者从2026年北京市文化和旅游工作会上获悉，2026 年，北京将着力提振消费，不断健全文旅产业体系。推动天桥、三里屯等演艺区集聚发展；娱乐业发挥 大型演唱会促消费作用，支持演艺经纪公司多引项目，鼓励环球影城等龙头企业提升二次消费，全力推 动各项指标企稳向好。丰富银发旅游、时尚旅游、研学旅游产品，加速发展工业旅游、科技旅游，推出 一批工业旅游精品线路和科技旅游产品，打造更多夜间经济、冰雪经济、票根经济、潮玩经济、滨水空 间等消费场景。 ...

北京商报讯（记者 吴其芸）2月4日，北京商报记者从古北水镇获悉，春节期间，古北水镇以司马台长城深厚的人文底蕴为核心承载场景，正式启动"古北过 大年·水镇找喜事"主题文旅活动，为北京新春文旅市场注入鲜活活力。 据悉，本次活动覆盖除夕至正月初七全时段，每日设定专属主题日，涵盖除夕团圆、初一拜年、初二送福等贴合新春语境的特色场景，深度融合传统年俗文 化与长城人文特色，创新构建"喜七天、玩七天、乐七天"沉浸式文旅体验体系。同时，活动以"礼、演、娱、食、宿、购"六大核心板块为支撑，全方位、全 场景覆盖游客出行全流程，满足不同年龄段游客的多元度假需求。 作为游客入园后的首道专属惊喜，古北水镇重点推出马年定制纪念门票，以专属设计承载新春祝福与长城记忆。依托水镇全域场景，古北水镇打造全天候常 态化演艺矩阵，以"传统非遗+潮流创新"双主线，全方位烘托浓厚新春氛围。此外，活动现场不仅设置写福字、投壶等经典民俗互动环节，还将打造长城冰 雪节、八大主题打卡点及三大喜气互动站，解锁新春年味新玩法。 the first and 62 30 ...

刚刚交出亮眼的业绩，寒武纪就迎来了猝不及防的大跌。 2月4日，寒武纪股价收跌5.32%，报1068元/股，总市值4504亿元。此前一天，公司股价跌去12.88%，市 值从约5300亿元回落到4563亿元，几乎半天蒸发了超过700亿元。 表面看，导火索是一篇流传不广的"小作文"，公司小范围交流中给出的2026年营收指引仅为200亿元， 远低于市场预期。寒武纪很快辟谣，但难挡股市大跌。 自上市起，高估值的寒武纪一直背负着高预期。这种高预期既有国产替代浪潮的大势之趋，也有AI时 代对于芯片需求的蒸蒸日上。 预期之下，以寒武纪为代表，大量国产芯片企业脱颖而出，成为资本市场耀眼的明星。它们普遍估值 高、上市快、融资规模大，在资本市场起起伏伏，关注度也极高。 "小作文"可以呼应投资者高预期下的焦虑，但不能成为股价大跌的唯一由头。 从投资者的视角看，无论是寒武纪，还是紧随其后上市的摩尔线程、沐曦股份，大家都面临着背负高预 期之后，如何兑现、何时兑现的考题。硬件的稳定性、性价比、供应能力都是市场的重要考察因素。 附在股价上的预期，自然比单纯的数字更复杂。营收增长幅度、亏损收窄情况、盈利预期的变化，都可 能变成"小作文"制造焦 ...

Core Viewpoint - Tencent's WeChat has restricted the sharing of links related to the Yuanbao app's Spring Festival red envelope activity due to violations of platform rules, highlighting the tension between promoting AI applications and maintaining platform order [2][5] Group 1: Event Overview - On February 1, Yuanbao launched a Spring Festival campaign with a total of 1 billion yuan in cash, where users could earn chances to win prizes by completing tasks and inviting others [5] - WeChat received user complaints about Yuanbao's marketing tactics, which involved inducing users to share links excessively, leading to a restriction on Yuanbao's links within WeChat [5][8] - The restriction was implemented on February 4, coinciding with the first round of prize distribution for Yuanbao's campaign [5] Group 2: Company Strategy and Internal Dynamics - The incident reflects Tencent's internal struggles regarding AI strategy, with concerns about the balance between promoting AI products like Yuanbao and protecting the WeChat ecosystem [5][10] - Tencent's organizational structure allows for independent operation of its subsidiaries, which can lead to conflicts when unified efforts are needed for AI initiatives [10] - Recent organizational changes include the establishment of new AI departments and the appointment of a former OpenAI researcher to lead AI efforts, indicating a shift towards a more integrated approach to AI product development [10][11] Group 3: Market Position and User Engagement - Yuanbao's marketing strategy has been criticized for not establishing a strong user connection, as AI services are not yet seen as essential by most users [9] - Despite the challenges, Yuanbao achieved significant visibility, ranking first in multiple app categories on the Apple App Store on February 4 [8]

北京商报讯（记者 陶凤 王天逸）2月4日，美的集团宣布，近期在葡萄牙里斯本首次举办品牌及全系旗 舰家电新品发布会。这并非一次寻常的新品发布，而是美的全球化战略在欧洲市场的一次纵深突破，标 志着美的品牌在南欧区域发展迈入关键阶段。 ...

北京商报讯（记者 陶凤 王天逸）2月4日，智元宣布，将于2月8日20:00全球直播全球首个大型机器人晚 会《机器人奇妙夜》。 ...

中通表示，收入总额的估计增长主要受包裹量由2024年的340.1亿件增加至2025年的385.2亿件（同比增 长13.3%）所带动。 北京商报讯（记者 何倩）2月4日，中通发布公告，预计2025年收入总额介乎485亿元—500亿元，较 2024年的442.81亿元增长约9.5%—12.9%；预计2025年毛利介乎121.5亿元—125.5亿元，较2024年的 137.17亿元减少约8.5%—11.4%。 ...

Core Viewpoint - The announcement by WeChat on February 4th regarding the restriction of the Yuanbao App's Spring Festival red envelope activity highlights the tension between promoting new AI applications and maintaining platform order, indicating a struggle within Tencent to balance innovation and user experience [1][4]. Group 1: WeChat's Actions - WeChat received user complaints about Yuanbao's marketing tactics, which involved incentivizing users to share links excessively, disrupting the platform's ecosystem and user experience [4]. - As a result, WeChat implemented measures to restrict Yuanbao's links from being directly opened within the app, effective immediately [4]. - The original sharing method for Yuanbao was altered to require users to copy and paste a code instead of sharing directly, complicating the user experience [7]. Group 2: Yuanbao's Marketing Strategy - Yuanbao launched a significant promotional campaign with a total of 1 billion yuan in cash for the Spring Festival, where users could earn chances to win prizes by completing tasks and inviting others [4]. - The campaign was criticized for being a "double standard" due to its reliance on social sharing for user engagement [1]. - Despite the initial excitement, the campaign faced immediate restrictions, coinciding with the first round of prize distribution [4]. Group 3: Tencent's Internal Dynamics - The situation reflects Tencent's internal challenges regarding AI strategy, with indications of organizational friction as different divisions vie for resources and attention [9]. - Tencent's CEO expressed a desire to replicate the success of WeChat's red envelope feature, but the current approach involves Yuanbao as a separate app trying to leverage WeChat's traffic [9]. - Recent organizational changes within Tencent aim to streamline AI initiatives, including the establishment of new departments focused on AI infrastructure and data [9]. Group 4: Market Position and User Perception - Yuanbao is viewed as a value-added service rather than a necessity, which may hinder its ability to establish a strong user relationship compared to WeChat's core functionalities [8]. - The limited three-day window for Yuanbao's promotional activities underscores the urgency and competitive nature of the AI market, where user habits and ecosystem dynamics are rapidly evolving [9].