2月9日，UU跑腿推出了一项颇具"新意"的服务——春节代拜年。其中，999元的"代拜长辈套 餐"因包含"行传统礼仪""代磕头"等内容，引发诸多讨论。 UU跑腿发布的海报显示，代拜长辈套餐包含代买年货、代送礼品、1分钟吉祥话祝福，磕三个 响头，还可实时视频直播和其他定制服务。 图片来源：UU跑腿 据UU跑腿介绍，每一单由1位"跑男"（跑腿人员代称）上门服务，如需2人上门服务，则需要 下2个订单。下单后，系统会匹配最近的跑腿接单，具体到达时间与"跑男"距离有关；预约订 单，"跑男"会按时到达。 值得注意的是，UU跑腿称，作为表达孝心的传统仪式，代磕头行礼为只针对长辈、老年人， 不可恶搞、故意为难"跑男"，"跑男"可无责取消订单。让"跑男"提供的服务不能违法擦边、违 反公序良俗。 图片来源：UU跑腿 其中，代磕头行礼服务引发热议，随后，账号"无所不能的UU跑腿"在评论区回应："代拜年磕 头服务"旨在为那些因工作、出行等原因无法返乡过年，却仍想向家中长辈传递心意与祝福的 人，提供一个暖心的情感联结方式。我们尤其关注空巢老人等需要陪伴的群体，希望借此服 务，在节日里为他们送去一份真诚的问候与关怀。 据界面新闻，UU跑腿 ...

记者丨易佳颖 编辑丨高梦阳 近期，不少上海消费者发现，承载着不少儿时记忆的本帮菜品牌上海小南国餐厅早已悄然歇业。据媒体报道，2月初，小南国位于上海的多家 门店在毫无预告的情况下就停止营业。 21世纪经济报道记者查阅大众点评显示，目前该品牌上海地区门店基本停业，无锡、珠海等地部分门店仍在运营。 有上海多位消费者在此前支付了年夜饭订金，"年夜饭就是在他家订的，昨天有店员电话提醒我赶紧换餐厅。"消费者吉吉表示，"有问我的银行 账号，说是公司会退款，但具体什么时间不知道。" 还有消费者在2月7日，仍不知情，打电话想订年夜饭，"接电话的人说小南国倒闭了，不要再打电话来了。" 据蓝鲸新闻2月9日最新消息，小南国门店已经开始陆续为支付订金的消费者退款。 图源：新闻晨报 提前半个月订好的包间. 一家人出来吃个早年夜饭! 餐厅经营不善为什么不歇业整顿?！ 和员工有矛盾 为什么不关门解决? 临时给我们全家人搞这出真的离了个大谱ç 发出来提醒大家避雷了，这这家估计马上要关门了。 就算不关，以后还要去的人建议先问他们家厨师上 不上班。 除了年夜饭订金，不少顾客手中的储值卡也成了难题。一位在上海小南国充值了1万元的顾客表示，"说关就关 ...

记者丨胡慧茵 编辑丨李莹亮 2月10日，日韩股市再度高开，截至9:30，日股涨幅扩大，日经225指数涨超2%，再创历史新 高，软银集团大涨超10%。 韩国综合指数涨0.71%，权重股方面，现代汽车涨超2%。 日本众议院选举结果出炉，日元日债再度承压。 新华社2月9日消息，在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。有市场分析指，这一结果为日本政府推行其经济议程减少障碍。 受选举结果影响，日元、日债遭到抛售，2月9日，日元和日债双双下挫。截至发稿，日元兑美 元录得1美元兑155.9日元，日元近日先跌后涨。但日元仍然保持弱势。日债则遭遇抛售，2月9 日，5年期日本国债收益率升至1.725%，为2001年有记录以来的最高水平；10年期国债收益率 日内上涨3.24%，录得2.296%；20年期国债收益率上涨1.31%，报3.176%。截至发稿，部分有 所回落，5年期收益率下跌3.0个基点，至1.710%，10 年期收益率跌至2.256%。 中国国际问题研究院亚太所特聘研究员项昊宇向21世纪经济报道记者分析称，这种"日元跌、 日股涨、日债抛"的表现在市场预料之中，主要源于日本执政联 ...

十四届全国人大财政经济委员会副主任委员易炼红涉嫌严重违纪违法，目前正接受中央纪委国 家监委纪律审查和监察调查。 来源丨新华社 ...

Core Viewpoint - The article highlights the dual reactions of investors to the quarterly earnings reports of major tech companies, particularly regarding the explosive growth in AI-related cloud services and the significant capital expenditures (CAPEX) these companies are committing to for future growth [1][2]. Group 1: Cloud Business Performance - All three companies, Microsoft, Google, and Amazon, reported cloud business growth that exceeded market expectations, with Google Cloud achieving a revenue of $17.664 billion, a 48% year-over-year increase [4][6]. - Microsoft’s Azure and other cloud services saw a revenue increase of 39%, with the intelligent cloud segment surpassing $50 billion in quarterly revenue for the first time [6]. - Amazon AWS reported a 24% year-over-year growth, reaching $35.6 billion, marking its fastest growth since late 2022 [7]. Group 2: Capital Expenditures - Microsoft reported a record quarterly capital expenditure of $37.5 billion, a 66% increase year-over-year [2][10]. - Google plans to spend between $175 billion and $185 billion on capital expenditures in 2026, nearly doubling its 2025 budget [2][10]. - Amazon announced a capital expenditure of up to $200 billion for 2026, representing a more than 50% increase from its already high 2025 spending [2][10]. Group 3: Future Orders and Revenue Visibility - Google Cloud's unfulfilled orders reached $240 billion, more than doubling year-over-year, while AWS's backlog surged 40% to $244 billion, and Microsoft's remaining performance obligations soared to $625 billion, a 110% increase [8][12]. - These future orders provide a strong foundation for anticipated revenue, but they also require substantial capital investment to fulfill [9][12]. Group 4: Investor Concerns and Market Dynamics - Investors are increasingly worried about the pace of returns on these massive investments, with concerns that spending may outstrip revenue growth [12][13]. - The article notes a shift in investor focus from revenue growth to the sustainability of capital returns, as high capital expenditures could pressure profit margins and free cash flow [12][13]. - The ongoing "arms race" in AI and cloud infrastructure is seen as a necessary gamble for these companies to maintain market leadership despite short-term stock price volatility [11][13].

Core Insights - In 2025, China's major ports reported impressive performance, with container throughput exceeding 10 million TEUs at nine ports, including Suzhou Port and Beibu Gulf Port [1][4][8] - The growth rate of container throughput was notable, with 26 ports achieving double-digit growth, particularly in coastal and inland areas [1][4][8] - The role of major ports is evolving from export hubs to consumption nodes, reflecting a shift in economic dynamics [2][12] Port Performance - Ningbo-Zhoushan Port maintained its position as the world's busiest port, handling 1.43192 billion tons of cargo in 2025, a 4.0% increase year-on-year [4][7] - Container throughput at Shanghai Port reached 55.06 million TEUs, leading globally for the sixteenth consecutive year, while Ningbo-Zhoushan Port followed with 40 million TEUs, an 11.6% increase [7][8] - Suzhou Port and Beibu Gulf Port achieved container throughput of 10.21 million TEUs and 10.06 million TEUs, respectively, marking significant growth [1][8] Growth Drivers - The rapid growth in trade and an extensive network of shipping routes supported the performance of major ports, with Zhejiang Province's import and export value reaching 5.55 trillion yuan, a 5.4% increase [7][9] - Suzhou Port's rise is attributed to its strategic location and strong connections to key industries, particularly in automotive exports [8][9] - Beibu Gulf Port's transformation into a hub is supported by the development of the Western Land-Sea New Corridor, enhancing its economic reach [9] Future Developments - In 2026, ports are expected to accelerate the construction of shipping networks and increase international routes, with Qingdao Port already launching four new container routes [11][12] - The government is focusing on promoting new consumption models, such as cruise and yacht tourism, as part of its economic strategy [10][12] - Policies are being developed to enhance yacht consumption and support the growth of the yacht economy, particularly in coastal regions [12][13]

21社论丨构建核心竞争力，促进汽车业高质量增长 21社论丨构建放心生态，提振消费信心 21君荐读 其次，促进有效投资，需要依托重大工程和重大项目。会议划定的基础设施、城市更新、公共 服务、新兴产业和未来产业五大重点领域，体现出"锻长板"与"补短板"的有机结合，投资于物 和投资于人的互促共进。基础设施领域不再是简单的规模扩张，而是着眼于传统基建智能化改 造与新型基建协同推进；城市更新与公共服务领域的投资，紧扣民生需求，既完善城市功能、 补齐民生短板，又通过教育、医疗、养老等公共服务设施的升级，为人力资本积累创造良好条 件；新兴产业和未来产业的重点布局，更是让物质资本精准对接科技创新，为高端制造、数字 经济、绿色低碳等领域发展提供硬件支撑，推动产业结构向高端化、智能化、绿色化转型。 最后，促进有效投资，需要各类市场主体形成合力。央国企在重大项目、战略领域的投资中具 有独特优势。2025年中央企业战略性新兴产业投资占比超四成，成为物质资本投入的主力军， 未来更可依托技术、资金优势，在重大工程、核心领域发挥引领作用。民间投资是市场活力的 重要体现。此前国务院已部署出台了民间投资专项担保计划、贷款贴息等政策，央行专门设 ...

Core Viewpoint - The article highlights the significant growth in rural consumption and the increasing reliance on e-commerce platforms for purchasing goods, particularly during the festive season, as rural residents embrace online shopping for convenience and affordability [1][3]. Group 1: Rural Consumption Trends - Rural residents' per capita disposable income is projected to reach 24,456 yuan by 2025, reflecting a real growth of 6% compared to the previous year [3]. - The retail sales of consumer goods in rural areas are expected to reach 6.8 trillion yuan, with a year-on-year growth of 4.1%, indicating that rural consumption growth has consistently outpaced urban areas for several years [3][4]. - The Central Government's 2026 policy aims to expand rural consumption through improved logistics and infrastructure, promoting the flow of goods to rural and remote areas [3][4]. Group 2: E-commerce and Logistics Development - The article describes how e-commerce platforms like Pinduoduo are becoming the primary means for rural residents to purchase goods, with a notable increase in package volumes during the pre-festival period [5][6]. - In Pingli County, the volume of packages increased by approximately 30% since late January, with many young people purchasing goods for their families in advance [5][6]. - The logistics network has been enhanced, with local delivery capabilities supporting daily demands of over 3,000 packages, demonstrating the effectiveness of e-commerce in rural areas [6][10]. Group 3: Changing Consumer Behavior Among Seniors - Older consumers are increasingly participating in online shopping, challenging the stereotype that they are not tech-savvy; many are motivated by the convenience and affordability of online purchases [7][10]. - Local facilitators, such as station managers, play a crucial role in assisting seniors with online shopping, helping them navigate the process and encouraging them to try e-commerce [10][11]. - The article notes that as seniors become more familiar with online shopping, their purchasing habits evolve, leading to a broader acceptance of e-commerce as a regular part of their lives [10][14]. Group 4: Impact of E-commerce on Agricultural Practices - Farmers are leveraging e-commerce to purchase agricultural supplies and equipment, benefiting from lower prices and greater availability compared to traditional purchasing methods [11][13]. - The article highlights individual cases, such as a farmer who has expanded his online shopping list to include various agricultural tools and festive items, showcasing the integration of e-commerce into agricultural practices [11][13]. - The logistics improvements have enabled timely delivery of goods, enhancing the overall efficiency of agricultural operations and rural life [17][18].

此前，1月8日智谱上市首日，智谱首席科学家唐杰在内部信中就透露即将推出新一代模型 GLM-5。2月2日，唐杰发微博明确表示最近智谱将发布GLM-5。 GLM-5，呼之欲出。 近日， 全球模型服务平台OpenRouter悄悄上线了一个匿名模型，代号为"Pony Alpha"，因 其强大的编码能力及针对智能体工作流的深度优化，迅速引发开发者社区关注，在海外社区爆 火。 OpenRouter官方推文介绍称，"它是新一代基础模型，在编程、推理和角色扮演方面表现强 劲，并针对Agent工作流做了优化，工具调用准确率极高。" 神秘模型究竟出自何方？OpenRouter合作方Kilo Code在其博客中仅留下一个隐晦的线索，称 Pony Alpha是"某个全球实验室最受欢迎的开源模型的专项进化版"。 Pony翻译成中文是"小马"，2026年是中国马年，业内普遍推测这款模型大概率出自中国企 业，结合多位技术专家与网友的实测与分析，目标锁定在两个国产大模型上：智谱GLM-5， 或者DeepSeek-V4。 记者丨 陈归辞 编辑丨卜羽勤 2月9日，智谱（2513.HK）股价强势拉升，收盘大涨36.22%，市值一举突破1200亿港 ...

（声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 出品丨21财经客户端 21世纪经济报道 21君荐读 道指再创新高，美股科技股反弹，甲骨文飙涨9%，金银、原油大涨 国常会部署稳投资，信号明确决心很大 王健林25亿极限自救 SFC 2 悦 读 · 智能 权 威 . r7 o 扫码点击下载 记 者丨张嘉钰 李域 编辑丨黎雨桐 2月10日开盘，贵金属全线下跌，现货黄金一度跌破5000美元，截至7:30，跌幅收窄日内下跌 0.85%。现货白银跌超2%，报81.6美元/盎司。 | | 国际贵金属 | | | | | --- | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | 伦敦金现 | 5015.627 | -43.183 | -0.85% | 16.15% | | 伦敦银现 | 81.628 | -1.745 | -2.09% | 14.04% | | COMEX黄金 | 5045.6d | -33.8 | -0.67% | 15.68% | | COMEX白银 | 81.510d | -0.724 | -0.88% | 14.8 ...