Group 1 - The core point of the article is that Zhejiang Sunny Optical Co., Ltd. has obtained a patent for a "Projection Optical System" with the authorization announcement number CN121209064B, applied on December 2025 [1] - Zhejiang Sunny Optical Co., Ltd. was established in 2001 and is located in Ningbo City, primarily engaged in the manufacturing of instruments and meters [1] - The company has a registered capital of 643 million RMB and has made investments in 21 enterprises, participated in 47 bidding projects, and holds 4,067 patent records [1]

国家知识产权局信息显示，宁波奥克斯电气有限公司、奥克斯空调股份有限公司取得一项名为"一种新 风组件及空调器"的专利，授权公告号CN116336562B，申请日期为2021年12月。 天眼查资料显示，宁波奥克斯电气有限公司，成立于2003年，位于宁波市，是一家以从事通用设备制造 业为主的企业。企业注册资本136000万人民币。通过天眼查大数据分析，宁波奥克斯电气有限公司共对 外投资了18家企业，参与招投标项目219次，财产线索方面有商标信息427条，专利信息5000条，此外企 业还拥有行政许可16个。 奥克斯空调股份有限公司，成立于2016年，位于宁波市，是一家以从事其他制造业为主的企业。企业注 册资本243462.7564万人民币。通过天眼查大数据分析，奥克斯空调股份有限公司共对外投资了4家企 业，参与招投标项目811次，财产线索方面有商标信息13条，专利信息5000条，此外企业还拥有行政许 可9个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：情报员 ...

Core Viewpoint - The macroeconomic outlook for 2026 indicates a significant restructuring of macroeconomic policies, focusing on long-term stability and structural adjustments rather than merely smoothing short-term fluctuations. The year marks a transition towards quality-driven growth and a proactive transformation of the economy [1][4]. Group 1: Macroeconomic Policy - Fiscal policy will maintain a high intensity, with a deficit rate expected to remain between 4.0% and 4.2%, translating to approximately 5.9 trillion yuan in deficit. This aims to boost effective demand and facilitate the transition between old and new growth drivers [6][7]. - Monetary policy is set to shift towards "moderate easing," with expectations of a reserve requirement ratio cut in the first quarter and interest rate reductions in the second quarter, aimed at stimulating credit demand and supporting fiscal efforts [10][12]. Group 2: Investment Dynamics - Fixed asset investment is projected to recover, with growth rates expected to rise to 3.0%-3.5%. Infrastructure investment will be the main driver, anticipated to grow by around 5.5%, supported by fiscal measures [13][15]. - Manufacturing investment is expected to remain resilient, with a growth rate of about 5.0%, as companies shift focus from expansion to upgrading capabilities, aided by a structural shift towards high-value intermediate and capital goods [15]. Group 3: Consumption Trends - Consumer spending is expected to transition from stimulus-driven growth to normalized growth, with retail sales growth projected at 4.0%-4.5%. Durable goods consumption will stabilize, while service consumption is anticipated to become the largest incremental growth area, driven by policy support [17]. Group 4: External Trade and Balance - China's export structure is evolving from "end-product manufacturing" to "industrial base," enhancing export resilience. The export growth rate is expected to remain around 5.5%, supported by a shift towards high-value products [21][24]. - The focus on deepening cooperation with emerging markets will facilitate a transition from simple product exports to a model of "technology + capacity," which is expected to provide a solid foundation for maintaining export growth [24].

先导智能（00470）公布配发结果，公司全球发售1.08亿股H股，香港公开发售占8.7%，国际发售占 91.3%。最终发售价为每股45.8港元，全球发售净筹约47.96亿港元。每手100股，预期H股将于2026年2 月11日上午九时正在联交所开始买卖。 其中，香港公开发售获79.54倍认购，国际发售获10.47倍认购。 港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

据国家统计局，1月份，居民消费需求持续恢复，居民消费价格指数（CPI）环比上涨0.2%，同比上涨0.2%，扣除食品和能源价格的核心CPI同比上涨0.8%。 受全国统一大市场建设持续推进、部分行业需求增加及国际大宗商品价格传导等因素影响，工业生产者出厂价格指数（PPI）环比上涨0.4%，同比下降 1.4%。 一、CPI同比涨幅回落主要受春节错月影响，核心CPI保持温和上涨 CPI同比涨幅有所回落，主要有以下两方面原因：一是春节错月影响。上年1月份为春节月份，食品和部分服务价格上涨较多，导致上年同期对比基数较 高，带动本月同比涨幅回落较多。分类别看，食品价格下降0.7%，影响CPI同比下降约0.11个百分点，而上月对CPI的影响为上拉约0.21个百分点。食品中， 鲜菜价格上涨6.9%，涨幅比上月回落11.3个百分点，对CPI同比的上拉影响比上月回落约0.27个百分点；鲜果价格上涨3.2%，涨幅比上月回落1.2个百分点； 猪肉和鸡蛋价格分别下降13.7%和10.6%。服务价格上涨0.1%，影响CPI同比上涨约0.05个百分点，对CPI同比的上拉影响比上月减少约0.20个百分点。服务 中，飞机票、旅行社收费和家政服务 ...

来源：环球市场播报 责任编辑：栎树 根据尼尔森（Nielsen）的数据，约有1.249亿人观看了NBCUniversal转播的第60届超级碗（Super Bowl LX）比赛，西雅图海鹰队（Seattle Seahawks）在该场比赛中以29比13击败了新英格兰爱国者队（New England Patriots）。这些数据包括通过康卡斯特（Comcast）旗下美国全国广播公司（NBC）和 Telemundo电视网以及Peacock流媒体服务的观看量。 这一观众人数略低于去年创下的1.26亿人次的纪录，去年费城老鹰队（Philadelphia Eagles）以40比22击 败堪萨斯城酋长队（Kansas City Chiefs）的比赛在福斯（Fox）和包括Tubi在内的多个流媒体平台上播 出。 财经频道更多独家策划、专家专栏，免费查阅>> ...

近日，由中央广播电视总台财经节目中心主办的《中国经济活力数据之夜》隆重举行，天眼查副总裁王雨霏受邀出席并发布重磅《企业活力大数据》。作为 国内领先的商业查询平台，天眼查依托收录的全国3.9亿+社会实体信息、1100+数据维度，携手央视财经以权威数据解码中国经济稳健前行的内在动能，从 微观底盘、产业引擎、消费动能等维度，全景呈现中国经济的强劲韧性与无限潜力。 如果说经营主体总量是"底座"，那产业结构就是"引擎"。2025年，人工智能、低空经济、新能源汽车三大赛道亮点纷呈，集中释放经济新动能。 先看人工智能，在国家部署"人工智能+"行动的大背景下，整个产业生态展现出蓬勃的创新能力。天眼查数据显示，截至2025年，人工智能相关企业近230万 家，其中2025年新设立企业超55万家，较2024年同期增长32.6%，覆盖智能制造、智能交通、智能医疗等20多个领域，产业基础日益稳固。 低空经济是一个正在起飞的产业新蓝海。天眼查数据显示，2025年，低空经济企业注册激增135.6%，存量达到15.7万家。资本市场同样表现活跃，天眼查投 融资数据显示，智能无人飞行器制造企业融资总额超174亿元，比2024年增长了45.9%。 ...

核心安全垫：估值已达历史极端低位，提供了罕见的"高赔率"机会。 报告强调，恒生科技指数相对于A 股科技指数的折价已接近历史极低水平，甚至低于2022年、2023年行业面临严峻监管时的水平。在当前 的AI产业浪潮和国家支持科技创新的背景下，这种极致的折价意味着港股科技板块已被"显著低估"，形 成了极高的安全边际和未来潜在的修复空间，做多的赔率与胜率双高。 基本面与情绪支撑：盈利预期企稳，产业趋势提供长期动能。 报告补充指出，尽管盈利预期此前有所 下调，但当前已出现企稳迹象，意味着市场对业绩的悲观预期已基本被股价消化。同时，产业端催化不 断，腾讯、阿里等巨头在大模型等领域的积极动作，以及快手等公司超预期的商业化进展，共同构成了 板块长期成长的坚实产业基础。 展望未来，本轮反弹可视为在 "流动性、估值、基本面" 三重压制因素同步缓解下的修复性行情。以 港 股通科技ETF招商（159125）、港股科技50ETF（159750） 为代表的投资工具，为投资者提供了便捷布 局这一"黄金坑"反弹机遇的桥梁。尽管前路可能仍有波折，但在最悲观时刻提出的"六大理由"正逐步得 到市场验证，逢低布局的长期价值策略或已进入窗口期。 风险 ...

Group 1 - Gilead Sciences (GILD.US) experienced a decline of 1.8% in after-hours trading, closing at $144.55 [1]

Group 1 - The small metals sector is experiencing significant growth, with key stocks such as Haotong Technology and Xianglu Tungsten Industry reaching their daily limit up, indicating strong market interest [1][2] - The core logic behind this surge is the persistent supply-demand imbalance in small metals, driven by rapid development in downstream industries like new energy and semiconductors, which are creating substantial demand [1][3] - Recent price increases in tungsten, a critical raw material for high-end manufacturing in sectors like photovoltaics and electric vehicles, have attracted considerable attention from the capital market [3][4] Group 2 - Tungsten prices have risen significantly, with 65% black tungsten concentrate priced at 685,000 yuan per ton, up 48.9% since the beginning of the year, and ammonium paratungstate (APT) priced at 1,000,000 yuan per ton, up 49.3% [3] - A-share listed companies in the tungsten supply chain are reporting strong performance, with many indicating noticeable growth in product sales due to rising prices [3][4] - The current tight supply of tungsten raw materials is expected to persist, with various supply disruptions such as reduced mining output and unstable import volumes contributing to the ongoing supply-demand conflict [4][5] Group 3 - Companies involved in small metal mining and smelting are likely to benefit directly from rising product prices, with those possessing quality resources and compliance in mining expected to see expanded profit margins [5] - The demand for small metal materials in downstream industries is increasing, and companies with advanced processing technologies and customized production capabilities are positioned to capture growth opportunities [5] - The small metal recycling industry is gaining importance due to limited resource supply, with firms capable of efficient recovery and reuse expected to enhance their market competitiveness and experience rapid growth [5]