2026.01.29 本文字数：800，阅读时长大约2分钟 1月29日，"曝金晨肇事逃逸""金晨疑似涉嫌交通肇事逃逸"等话题登上热搜。 此前，金晨在综艺节目《风驰赛车手》中展现出高超车技，被观众认为"开车猛、技术好"。 爱企查App显示，金晨作为最终受益人的企业有7家，业务涉及演出经纪业务、电影和影视节目制作、 文艺创作与表演等，其中4家为开业状态，具体包括厦门市喜乐佳辰影视文化工作室、北京韵轩影视文 化传播有限公司等。 值得注意的是，金晨的品牌代言方法国娇韵诗原定于1月29日举行的金晨代言的直播预告已在社交平台 上消失。不过，宣布金晨为代言人的微博，娇韵诗尚未删除。 截至目前，金晨方面尚未回应。此前报道 据智通财经，有消息称，在事故处理结束后，保险公司在理赔调查阶段调取交警监控时发现，实际驾驶 人并非徐长青，而是车主金晨本人，保险公司随后向交警部门报案。金晨方面曾联系保险公司要求撤 案，保险公司经考虑后撤销了该报案。 记者从相关保险公司获悉，该理赔报案发生后，当地机构按照流程进行现场查勘服务，过程中客户放弃 索赔，公司依照程序对理赔报案予以撤销。 来源 ：第一财经揭书宜、智通财经、爱企查 微信编辑| 雨林 ...

Group 1 - The key infrastructure for AI for Science (AI4S) is gradually taking shape, marking the maturity of large-scale, agent-driven scientific research [1][3] - The "Agentic Science at Scale" era has officially begun, as stated by the chief advisor of the Shanghai Jiao Tong University AI Institute during the opening report [3] - The conference introduced core achievements such as the Innovator scientific base model and the SciMaster research agent, aimed at bridging the last mile of intelligent and scalable scientific research through industry-academia-research strategic agreements [1][3] Group 2 - The SciMaster research agent is designed to achieve a closed-loop process in scientific research across all disciplines, providing an "autonomous driving" experience that can match the output of a senior theoretical physics PhD in just 6 hours of operation [3][4] - The Innovator base model achieves three goals: multi-modal scientific perception, scientific reasoning, and scientific tool invocation, supporting over 20 scientific modalities and demonstrating superior general visual understanding capabilities [4] - Strategic cooperation agreements were signed between Shanghai Sailande Intelligent Technology Co., Ltd. and other companies to collaborate on research computing power supply and data value mining [4]

经济总量站上3万亿元台阶的江西，亮出最新财政收支数据。 近日，江西省十四届人大四次会议召开，其中一项议程是审查《关于江西省2025年全省和省级预算执行 情况与2026年全省和省级预算草案的报告》（下称"江西预算报告"）。江西省财政厅披露了江西预算报 告部分内容，当地政府财政收支状况明晰。 根据江西预算报告，2025年江西省一般公共预算收入为3079.2亿元，增长0.4%。这一收入规模位居全国 第16位，与2024年相比前进1位。 江西省经济总量和财政收入在全国31个省份中位居中游水平。根据江西省统计局数据，2025年江西省地 区生产总值达到36020.0亿元，按不变价格计算，同比增长5.2%，高于全国0.2个百分点。 江西预算报告数据显示，2025年江西省一般公共预算支出为7426.9亿元，同口径增长1.9%。其中民生支 出为5950亿元，占这一支出比重约八成。比如，发放育儿补贴37.7亿元，惠及120多万婴幼儿。 为了腾出更多资金用于民生等重大领域，江西去年继续坚持过"紧日子"，压减低效无效支出累计超200 亿元，全省"三公经费"同比下降21%。 为了防范化解地方政府债务风险，江西加快化债进度，压降隐性债务 ...

Core Viewpoint - The Xinjiang-based dairy company, Maiqiu'er Group Co., Ltd., is facing a bankruptcy liquidation application due to a payment dispute of 5.95 million yuan with its creditor, Guangzhou Minghui Machinery Co., Ltd. [2][3] Financial Situation - Maiqiu'er has a total contract amount of 8.507 million yuan for the purchase of two sterilized paper packaging filling machines, of which only 30% (2.5521 million yuan) has been paid, leaving an outstanding balance of 5.9549 million yuan [2]. - The company has reported a total of over 42.7 million yuan in execution amounts across five cases, along with 15 restrictions on high consumption and multiple records of being untrustworthy [3]. Operational Status - As of January 28, 2026, Maiqiu'er stated that it has not received a court ruling and has filed an objection, asserting that its production and operations are normal and do not meet the legal conditions for bankruptcy [3]. - The company has established a special working group to communicate with creditors and develop a comprehensive debt risk resolution plan [3]. Historical Performance - Maiqiu'er's revenue peaked at 1.146 billion yuan in 2021 but has since declined significantly due to a food safety incident involving propylene glycol in 2022, leading to a loss of consumer trust and regulatory penalties totaling 73.151 million yuan [6][8]. - Financial data from 2022 to 2025 shows a drastic decline in revenue from 989 million yuan to 463 million yuan, with cumulative losses exceeding 700 million yuan over four years [8].

近期召开的地方两会中，情绪价值、情绪经济、悦己经济成为热词。 1月28日上午，重庆市六届人大四次会议开幕。重庆市政府工作报告提到，培育新型消费，发展银发经 济、首发经济、票根经济、情绪经济。 今年的湖北省政府工作报告提出，2026年将回应人民群众对实用价值、情绪价值与知识价值的新需求， 深入实施提振消费专项行动。 1月27日，江西省第十四届人民代表大会第四次会议开幕，省政府工作报告提出，要打造国潮经济、情 绪经济等新业态新模式。《江西省2025年国民经济和社会发展计划执行情况与2026年国民经济和社会发 展计划草案》显示，江西将积极拓展新型消费，打造数字消费新场景，围绕"人工智能+消费"，探索虚 拟现实等技术在文旅、零售、教育、医疗等领域的深度融合；培育"情绪消费"场景，发展潮玩"谷 子"店、"谷子"经济卖区等消费业态；打造国潮经济消费新增长点，提升瓷器、中药、茶叶等历史经典 名品消费。 今年的贵州省政府工作报告提到，适应消费新趋势，挖掘服务消费潜力，大力发展首发经济、银发经 济、演艺经济、票根经济、谷子经济、悦己经济等，因地制宜打造玩具手办、国潮IP等年轻化消费产 品，推出一批非遗夜市、中医药文化夜市等主题 ...

2026.01.29 业内人士认为，贵州茅台等暴涨，接下来预计蓝筹股将会再次发力，因为稳定的业绩、较高的分红比 例，预计春节前其他高股息的"老登"股们将会出现轮动行情，包括银行、电力、医药等板块，投资者都 可以重点关注，抓紧春节前投资机会。 奶酪基金投资经理潘俊向第一财经分析， 1月29日白酒板块大幅上涨，催化来自地产预期改善与资金面 回暖，指数ETF成交量回落导致权重抛压缓解，同时批发价格延续回升、线下动销同比正增、回款发货 稳步推进，形成"以价换量"的积极信号，白酒行情持续性需跟踪春节前后价格能否继续回升。 潘俊认为， 在当前低利率及宏观不确定性环境下，高股息策略已从单纯的"防御"属性进化为"攻守兼 备"的底仓配置。在全球降息周期开启的背景下，高股息资产对全球配置型资金具有极强吸引力，资金 买入不仅是看中股息，更是交易中国资产的估值修复。 慧研智投投资顾问李谦对第一财经说，1月29日之前，本轮结构性市场行情呈现明显分化特征。以黄金 为代表的资源类板块及芯片、半导体等科技主线持续获得市场资金青睐，涨幅显著；而高股息板块中的 白酒、银行、电力、医药等领域则表现相对低迷，股价持续走低并创阶段性新低。临近春节，市 ...

Group 1 - The core point of the article is the significant surge in Chinese liquor stocks, particularly on January 29, where 17 liquor stocks, including Kweichow Moutai, saw a collective limit-up, driven by a combination of market sentiment and capital seeking safe investments [2][3] - Kweichow Moutai (600519.SH) rose by 8.61%, while other major liquor stocks such as Wuliangye (000858.SZ) and Luzhou Laojiao (000568.SZ) also hit the limit-up [2] - The rise in liquor stocks also positively impacted yellow wine stocks, with Gu Yue Long Shan (600059.SH) and Kuaijishan (601579.SH) reaching their limit-up, and Jin Feng Jiu Ye (600616.SH) increasing by 6.8% [2] Group 2 - Since the third quarter of 2025, liquor stocks have faced challenges, with many companies reporting significant declines in performance growth, and several have issued profit warnings for the year [2] - Jinzhongzi Liquor (600199.SH) is expected to report a net loss of 150 to 190 million yuan for 2025, yet it also experienced a limit-up on the same day [2] - The collective rise in liquor stocks is seen as somewhat disconnected from individual company fundamentals, with a notable shift of funds from high-risk sectors like technology and small-cap stocks to safer investments [3]

来源｜上海证券报 据 上证报， 今日，有市场传言称"贵州茅台证实参与SpaceX上市A轮融资"。记者对此进行了求证，贵 州茅台方面回应记者称，此为"不实信息"。 盘面上，贵州茅台1月29日收盘报1437.72元/股，涨8.61%，总市值突破1.8万亿元。 编辑｜钉钉 ...

Core Viewpoint - Huawei is launching a limited-time Spring Festival promotion offering significant discounts on various products, aiming to boost sales during the festive season [1] Group 1: Promotion Details - The promotion runs from now until February 28, with discounts on specific models: up to 1500 yuan off on the Pura 80 series, up to 1800 yuan off on the Mate 70 series, and up to 2000 yuan off on the Mate X6 series [1] - Customers can also benefit from a trade-in program, receiving up to 1000 yuan off, and can take advantage of a maximum interest-free installment plan of 12 months, with total price reductions reaching up to 4000 yuan [1] Group 2: Participating Products - The promotional event includes a wide range of products such as the Huawei Mate 80 series, Pura 80 series, Mate 70 series, Mate X6 series, Pura X series, nova 15 series, Mate XTs, as well as Huawei watches, headphones, tablets, PCs, smart screens, and routers [1]

2026.01.29 按照现有规定，只有银行能向非金融机构借出黄金。在这个过程中，银行将金库中的黄金"借"给企业， 企业或将其投入生产，或通过金融工具组合，将其变为一种高效的融资手段。 据第一财经初步统计，2025年以来，包括潮宏基、迪阿股份、宝鼎科技、周大生、湖南黄金、山东黄金 等多家企业均在银行办理了黄金租赁业务。 在黄金租赁产业链中，谁在称霸江湖？用金企业如何通过租赁降低成本？又有哪些不为人知的风险与故 事？且看第一财经揭开黄金租赁产业的全貌。 租金需求大涨，产业链玩家多 根据厦门信达最新披露，该公司准备在2026年开展黄金租赁业务，计划通过银行办理黄金租赁，并配套 远期定向黄金购买合约，预计保证金占用不超过5000万元，任一交易日持有的最高合约价值不超过等值 5亿元。 金价接连猛涨，用金企业租赁需求大涨，手握大量黄金用于出租的"金主"，这回可能赚翻了。 近期，黄金价格再创新高。Wind数据显示，1月29日，国际金价再度刷新历史高位，突破5500美元/盎司 关口，年内累计涨幅已接近30%。随着金价持续上涨，下游用金企业的租赁需求，也在水涨船高。相较 前些年，一些黄金首饰企业去年的黄金租赁规模，已经以"吨 ...