2月9日，香港恒生指数收涨1.76%，恒生科技指数收涨1.34%。 | 名称 | 现价 涨跌 涨跌幅 | | --- | --- | | 恒生指数 | 27027.16 467.21 1.76% | | 恒生科技 | 5417.60 71.40 1.34% | | 恒生生物科技 | 15509.95 291.28 1.91% | | 恒生中国企业指数 | 9168.33 136.95 1.52% | | 恒生综合指数 | 4137.60 76.78 1.89% | 科网股集体上涨，中芯国际涨超4%，京东健康、百度集团涨超3%，腾讯控股、携程集团涨超2%，阿里巴巴、网易等涨超1%，京东集团涨近1%。 | 名称 | 涨跌幅 ▼ | 现价 | 涨跌 | | --- | --- | --- | --- | | 中村国际 | 4.07% | 70.350 | 2.750 | | 京东健康 | 3.89% | 61.450 | 2.300 | | 华虹半导体 | 3.27% | 102.500 | 3.250 | | 百度集团-SW | 3.19% | 142.200 | 4.400 | | 小鹏汽车-W | 2.91% ...

在2月8日举行的日本众议院选举中，由自民党和日本维新会组成的执政联盟获得过半数议席。外交部 发言人林剑2月9日在例行记者会上回答有关提问时表示，选举是日本的国内事务，但本次选举反映的 一些深层次、结构性问题以及思潮、动向、趋势，值得日本各界有识之士和国际社会深思。殷鉴不远， 不可不察。 来源｜新华社 编辑 ｜ 钉钉 林剑说，中方敦促日本执政当局正视而不是漠视国际社会的关切，走和平发展道路而不是重蹈军国主义 覆辙，恪守中日四个政治文件而不是背信弃义。日本极右翼势力若误判形势、恣意妄为，必将遭到日本 人民的抵制和国际社会迎头痛击。 林剑说，中方对日政策始终保持稳定性和连续性，不会因日本某一次选举而变化。我们再次敦促日方撤 回高市早苗涉台错误言论，以实际行动展现维护中日关系政治基础的基本诚意。我们也要正告日本执政 当局，中国人民维护国家核心利益的决心坚定不移，捍卫二战胜利成果和战后国际秩序的决心坚定不 移，反击和挫败各种反华势力挑衅妄动的决心坚定不移。 ...

2026.02. 09 本文字数：656，阅读时长大约1分钟 作者 | 一财阿驴 2月9日，A股三大指数集体上涨。截至收盘，沪指涨1.41%，深成指涨2.17%，创业板指涨 2.98%，科创综指涨2.47%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 4123.09 c | 57.51 | 1.41% | | 399001 | 深证成指 | 14208.44 c | 301.70 | 2.17% | | 881001 | 万得全A | 6808.50 c | 126.03 | 1.89% | | 000680 | 科创综指 | 1796.86 c | 43.26 | 2.47% | | 399006 | 创业板指 | 3332.77 c | 96.31 | 2.98% | 盘面上，光伏设备、文化传媒、短剧游戏、BC电池板块涨幅居前，油气、燃气板块走低。 具体来看，光伏设备板块表现强势，聚和材料、协鑫集成、TCL中环等多股涨停，同享科技涨超 24%。 | 代码 | 名称 | 米帽子 | 现价 | 主 ...

| 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | HSI | 恒生指数 | 27080.46 | 520.51 | 1.96% | | HSTECH 恒生科技 | | 5449.49 | 103.29 | 1.93% | | HSBIO | 恒生生物科技 | 15497.86 | 279.19 | 1.83% | | HSCEI | 恒生中国企业指数 | 9195.62 | 164.24 | 1.82% | | HSCI | 恒生综合指数 | 4146.05 | 85.23 | 2.10% | 2月9日，港股恒生指数、恒生科技指数午后双双走高，截至发稿，均涨近2%。 | 兆易创新 | 313.000 | 11.07% | 31.200 | | --- | --- | --- | --- | | 上海复日 | 51.900 | 10.19% | 4.800 | | 骏码半导体 | 0.122 | 7.96% | 0.009 | | 峰昭科技 | 139.400 | 6.66% | 8.700 | | 天域半导体 | 51.950 | 6. ...

2月9日，日韩股市双双收涨。日经225指数收涨3.89%，报56363.94点， 创收盘新高 ；韩国KOSPI 指数收涨4.10%，报5297.99点。 编辑 ｜ 钉钉 ...

本文字数：2393，阅读时长大约4分钟 作者 | 第一财经 陈益刊 随着地方近期陆续披露当地政府"账本"，2025年31省份地方一般公共预算收入（下称"财政收 入"）规模随之揭晓。 | 省份 | 2025地方一般公共预算收入(亿元) | 同比增长(%) | | --- | --- | --- | | 广东 | 13939 | 3 | | 江苏 | 10246 | 2. 1 | | 加江 | 8865 | 1.8 | | 上海 | 8501 | 1.5 | | 山东 | 7864 | 2 | | 北京 | 6681 | 4.8 | | 国川 | 5854 | 3.9 | | 河南 | 4502 | 2. 5 | | 河北 | 4399 | 2 | | 湖北 | 4211 | 6. 9 | | 安徽 | 4157 | 2.9 | | 福建 | 3723 | 3 | | 湖南 | 3508 | 1.7 | | 陕西 | 3289 | -3.1 | | mg | 3219 | -9.1 | | 江西 | 3079 | 0. 4 | | 内蒙古 | 3005 | -4. 6 | | 辽宁 | 2918 | 0. 4 | ...

为研判前沿趋势、明确消费市场智能创新的核心动向，第一财经、第一财经商业数据中心（ CBNData ）于近日正式发布 《开物 ·2025 中国消费品牌智 能创新白皮书》 （下称《 白皮书 》），以 " 开物成务 " 为立意，系统探索消费品牌在智能时代的创新路径与核心动能。 为呼应这一主题，我们特别呈现一张贯穿 1980 年至 2025 年的消费行业演进脉络的长图 《 " 何以开物 "—— 中国消费市场智能创新图鉴》 。这张图鉴 以 " 何以开物 " 为题，正是基于当前市场对于 " 技术如何真正落地 " 的普遍困惑。我们通过对技术进步如何推动消费行业 45 年演进历程的回溯与梳 理，为这一命题提供系统回答。 作为白皮书的重要组成部分，本图鉴以 " 智能创新 " 为主线，并遵循科技"进化论"的内在逻辑，首次系统梳理了中国消费市场自改革开放以来的四阶段 演进脉络。 整体而言，这一进程本质上是技术持续赋能于人、逐步深化渗透的过程：从 1980 至 2000 年的工具化阶段，科技作为效率提升的"外挂"工具，实现 了"力量的延伸"；到 2001 至 2010 年的信息化阶段，信息边界被打破，完成"视野的延伸"；进而走入 2 ...

Core Insights - The article discusses the upcoming 2026 Spring Festival film market, highlighting that eight films have been scheduled for release, with total box office revenue exceeding 24 million yuan as of February 9, 2026 [3][4]. Film Releases - The films set to release on the first day of the Spring Festival include "Fast Life 3," "Boonie Bears: Year of the Bear," "The Bounty Hunter: Winds Rise in the Desert," "Silent Awakening," "Star River in Dream," and "Panda Plan: Tribal Adventures." Additionally, the documentary "Return to the Wolf Pack" will be re-released on the third day, and the comedy "Night King" will premiere on the fourth day [3][4]. Box Office Trends - IMAX has become a significant contributor to the box office growth during the Spring Festival, with high-format theaters reaching record revenue in 2025. Three films, "Fast Life 3," "The Bounty Hunter: Winds Rise in the Desert," and "Silent Awakening," will be available in IMAX theaters during the 2026 Spring Festival [3][4]. Market Dynamics - The analysis from Lighthouse Professional Edition suggests a shift in the Spring Festival box office landscape from a "one strong, many strong" model in 2025 back to a "many strong competing" model in 2026. The box office has seen consistent growth over the years, increasing from 1.451 billion yuan in 2014 to 9.514 billion yuan in 2025, a growth of over 5.5 times [3][4]. Audience Insights - Audience preferences for new films during the Spring Festival show significant differences: "Silent Awakening" appeals more to younger and female viewers, while "The Bounty Hunter: Winds Rise in the Desert" attracts male audiences. "Boonie Bears: Year of the Bear" has a strong following in third and fourth-tier cities, and "Fast Life 3" and "Panda Plan: Tribal Adventures" are favored by viewers aged 25-29 and over 40, respectively [4]. Investment Participation - Several listed companies are involved in the investment of films for the Spring Festival, including Maoyan Entertainment (01896.HK), Bona Film Group (001330.SZ), China Film (600977.SH), Wanda Film (002739.SZ), Hengdian Film (603103.SH), and Light Media (300251.SZ) [4]. Regional Box Office Contributions - The article emphasizes that lower-tier markets continue to play a crucial role in shaping the Spring Festival box office dynamics, with third and fourth-tier cities contributing over half of the box office for three consecutive years. The "Four Provinces" (Shanxi, Henan, Shandong, Hebei) and Jiangsu, Anhui, and Jiangxi regions remain key battlegrounds for box office competition, with Jiangsu province leading in box office revenue for five consecutive years [4].

2026.02. 09 本文字数：790，阅读时长大约2分钟 封图｜ 图源自嗨锅官方账号 爱企查App显示，近日， 自嗨锅关联公司杭州金羚羊企业管理咨询有限公司新增一则破产审查案件，申请人为马某，经办法院为杭州市余杭区人民法 院。 | 案号 | (2026)浙0110破申18号 | | --- | --- | | 案件类型 | 破产审查案件 | | 申请人 | 马柳青 | | 被申请人 | 杭州金羚羊企业管理咨询有限公司 | | 管理人机构 | - | | 管理人主要负责人 | - | | 经办法院 | 杭州市余杭区人民法院 | | 公开日期 | 2026-02-05 | 企业品牌项目信息显示，自嗨锅成立于2018年，是一个自热方便火锅品牌，产品包括麻辣牛肉自热火锅、自热汤锅、自热干锅、自热煮锅等。 | ◎ 壹企查 酮嘛下剑嫩好 | 育企业,杭州金羚羊企业管理咨询有限公室 查一下 | | | 应用▼ 念老户特惠 供需集市 HAF | | --- | --- | --- | --- | --- | | 基本信息 125 | 司法信息 211 经营诊断 999+ | 知识产权 110 | 企业发展 26 | 经营 ...

Core Viewpoint - The recent Japanese House of Representatives election resulted in a majority for the ruling coalition of the Liberal Democratic Party and the Japan Innovation Party, leading to a significant rise in the stock market and a historical high for the Nikkei 225 index, which surpassed 57,000 points for the first time [3][5][6]. Market Reaction - Following the election results, the Nikkei 225 index increased by 5.6% to 57,337 points, while the TOPIX index rose over 3%, reaching a new historical high [5]. - The real estate sector led the gains in the Nikkei index with an increase of over 7%, followed by healthcare and industrial sectors [6]. Economic Policy Implications - Analysts suggest that the election outcome may shift the government's focus from "old high market trading" characterized by fiscal expansion and a weak yen to "new high market trading" emphasizing structural and regulatory reforms [3][6]. - The success of the ruling coalition is viewed as a potential catalyst for strategic investments and tax reforms that could further boost the Japanese stock market [6]. Currency and Bond Market Dynamics - The yen has faced significant depreciation, dropping approximately 6% against the dollar and reaching a two-week low of 157.95 [8]. - The yield on 10-year Japanese government bonds rose nearly 4 basis points to 2.274%, indicating market concerns over Japan's fiscal sustainability [8][9]. Investment Sentiment - Investment professionals express a continued interest in Japanese assets, particularly in sectors like defense, artificial intelligence, and semiconductors, which are expected to benefit from increased government spending [7][9]. - Despite the negative outlook for the yen, there is a belief that if Japan's economy continues to grow, the currency may stabilize within a certain range [9]. Future Outlook - The election results are likely to increase the probability of the dollar-yen exchange rate moving from the previous range of 155-160 to 160-165 [10]. - Market participants are cautious about potential currency interventions by Japanese authorities, especially as the yen approaches critical levels that have previously triggered intervention [10].