记者丨张嘉钰 编辑丨黎雨桐 2月4日，美股开盘涨跌不一，截至23:43，道指涨0.66%，标普500指数跌0.1%，纳指跌0.71%盘中一度跳水至1%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯丁 平均 | 49567.49 | 326.50 | 0.66% | | 纳斯达克指数 | 23090.17 | -165.02 | -0.71% | | 标普500 | 6911.02 | -6.79 | -0.10% | | 纳斯达克100 | 25094.49 | -244.13 | -0.96% | | 万得美国科技七巨头指数 | 64950.28 | -311.81 | -0.48% | | 万得中概科技龙头指数 | 4082.22 | -121.14 | -2.88% | | 纳斯达克中国金龙指数 | 7508.31 | -101.70 | -1.34% | | 万得中概股100 | 2736.93 | -58.58 | -2.10% | | 万得美国科技指数(CNY) | 10802.17 | -124.15 | -1.14% | | 排 ...

记者丨 王峰 编辑丨陈洁 一年一度的中小学学位预警如期而至。近日，广州、东莞、西安、长春、杭州等地部分区域和学校发布预警称，2026年适龄入学人 数超过已有学位数量。 2026年广州市政府工作报告中写道，2025年广州市"新增基础教育公办学位46万座"。但这还不够，2026年，广州市将实施渡峰扩优 计划，"新增基础教育公办学位5万座、其中普通高中学位1.5万座"。 前几年入学人口高峰时，学位预警在各地频现，为何现在仍未解除？ 这凸显学龄人口变化对教育资源配置影响的复杂性。发布学位预警的城市，有的是整个城市因人口流入而学位紧张，有的在城市内 部出现区域学龄人口分化，还有的是人们追求名校导致个别学校竞争激烈。 地方两会陆续召开，健全与人口变化相适应的资源统筹调配机制成为热议的教育话题，有的地方提出了2026年学位供给目标，有的 地方则采取创新举措调配资源。 人口变化正在推动新一轮教育资源供给侧结构性改革。 学位预警红灯亮起 2026年义务教育入学工作将在4月启动。 截至目前， 广州市有8个区发布了学位预警，其中白云区、增城区预警学校数量均超过20所，花都区则首次发出学位预警。 据报道，广州市教育局此前表示，广州市 ...

Core Viewpoint - The A-share space photovoltaic concept experienced a strong surge, with the Space Photovoltaic Index rising by 5.1% on February 4, driven by rumors of Elon Musk's team visiting multiple Chinese photovoltaic companies to explore potential projects [1][2]. Group 1: Market Performance - The Space Photovoltaic Index reached 4033.38, marking an increase of 195.86 points or 5.1% [2]. - Key stocks such as JinkoSolar and Zhonglai Co. both hit the daily limit with a 20% increase, while other companies like Tuojri New Energy and Trina Solar also saw significant gains [1][2]. Group 2: Company Responses - JinkoSolar confirmed contact with Musk's team but stated that no cooperation or formal agreements have been established yet, emphasizing that the space photovoltaic technology is still in the exploratory phase [3]. - GCL Group acknowledged that Musk's team visited to understand their silicon and perovskite business layout in the U.S. [3]. - Guosheng Technology and Shuangliang Energy both clarified that they have not engaged in any space photovoltaic business and highlighted the uncertainties surrounding the commercialization of such technologies [5][7]. Group 3: Industry Outlook - The space photovoltaic application is still in the exploratory stage, with significant uncertainties regarding its industrialization process [7]. - Companies involved in the photovoltaic supply chain are experiencing increased market attention, which may indirectly influence investor expectations for future business expansion [7].

Core Viewpoint - Wuhan aims to become a leading city in the digital economy by 2028, focusing on artificial intelligence and data-driven development, with specific targets for industry scale and enterprise growth [1][2]. Group 1: Development Goals and Plans - The "14th Five-Year Plan" outlines Wuhan's ambition to achieve an artificial intelligence industry scale exceeding 200 billion yuan by 2028, with a target of over 15,000 P of high-performance computing power and 30 billion yuan in cumulative data transaction volume [1]. - The "Action Plan" for 2026-2028 includes three main paths and eight tasks to enhance technology, industry, and application, aiming for Wuhan to rank among the top cities in the digital economy [2]. Group 2: Data Infrastructure and Technology Foundation - Data is identified as the "fifth production factor" crucial for driving the digital economy, with Wuhan ranking 6th among data factor cities during the "14th Five-Year Plan" period [6]. - By 2026, Wuhan plans to enhance data governance and management, aiming to create a comprehensive digital resource management system and develop 30 data circulation scenarios [6][5]. Group 3: Strengthening Industrial Competitiveness - By 2025, the core industry scale of Wuhan's digital economy is projected to reach 1.1 trillion yuan, with 3,678 enterprises in the sector [9]. - The city aims to transition from "digital empowerment" to "intelligent driving," focusing on building a world-class intelligent industry cluster and promoting smart transformation across various sectors [9][10]. Group 4: Application-Driven Development - Scene-driven development is emphasized as a key to accelerating the application of AI technologies across various industries, with significant advancements in public safety and urban governance [12]. - The "Action Plan" includes initiatives to create a city-wide intelligent ecosystem, targeting the establishment of 50 major application scenarios by 2028 across different sectors [13].

Core Viewpoint - The global capital market is experiencing significant turbulence due to fears that AI may disrupt the SaaS industry, leading to a sharp sell-off in SaaS stocks following the release of an AI plugin by Anthropic [1][5]. Group 1: Market Reaction - On February 3, the combined market value of two S&P indices tracking software and financial data stocks dropped by approximately $300 billion [1]. - The panic spread from Wall Street to Hong Kong, with the Wind Hong Kong SaaS index falling by 6.39% on February 4, resulting in a total market value loss of nearly HKD 15 billion [1]. - Major SaaS stocks in Hong Kong, such as Kingdee International and Kingsoft, saw declines of 12.64% and 5.14%, respectively [3][4]. Group 2: Impact on Other Sectors - The decline in the software sector negatively affected the entire Hang Seng Tech Index, which fell by 1.84%, with notable drops in Tencent (down 3.96%) and Alibaba (down 0.93%) [3]. - The A-share SaaS index also experienced a decline of 2.61%, with companies like Deepin Technology and Yonyou Network seeing significant losses [3]. Group 3: AI's Role and Market Sentiment - The sell-off was triggered by Anthropic's announcement of an AI tool capable of automating various legal tasks, raising concerns about the future of SaaS [5][6]. - The market's reaction may be overly panicked, as SaaS still holds advantages in the SME market due to its low entry barriers [1][10]. - The SaaS market is expected to differentiate, with traditional SaaS potentially being replaced by AI-native solutions, which could expand the market size and cover more untapped SMEs [10][11]. Group 4: Future of SaaS Business Models - Deloitte predicts that the SaaS business model may undergo a transformation, with a shift towards hybrid pricing models that combine subscription and usage-based billing [11]. - Gartner forecasts that by 2030, at least 40% of enterprise SaaS spending will transition to usage-based or outcome-based pricing models [11].

长光华芯对此表示，该文章虚构新闻"华为对公司进行45亿战略注资"，内容毫无任何事实依据，属于虚假信息。目 前，该不实文章误导了国内外合作伙伴，对公司海外业务布局、市场拓展造成了负面影响，公司对此表示强烈谴责。 公司所有重大合作及资本运作均会通过官方渠道及时、准确披露，请以公司官方发布信息为准。 长光华芯表示，目前，公司已委托专业律师收集并固定相关证据，保留追究报道媒体及相关责任人全部法律责任的权 利，坚决维护公司的合法权益不受侵害。 记者丨 毕凤至 编辑丨黎雨桐 2月4日，《21辟谣》注意到，有投资者在互动平台提问长光华芯：网络平台流传"华为45亿战略注资长光华芯"相关文 章，请问该报道内容是否属实？ 长光华芯成立于2012年，2022年4月在科创板上市。 长光华芯1月28日披露的业绩预告显示，预计2025年度实现营业收入4.69亿元，同比增长71.84%；净利润约1877.51万 元，与上年同期相比扭亏为盈。报告期内，公司持续深耕高功率半导体激光领域，凭借技术积累与产品性能优势，进 一步拓展了下游应用市场，推动该系列产品销售收入实现增长，成为公司营收的核心支撑。 据中国基金报，长光华芯招股书显示，华为旗下投 ...

2月4日晚，国家主席习近平同美国总统特朗普通电话。 来源丨央视新闻 ...

记者丨 王峰 编辑丨李博 在准备下节课要讲的如何计算平行四边形面积时，内蒙古自治区清水河县的小学数学教师梁学 慧下意识地找来一张白纸，打算剪出一个平行四边形，让学生在课堂上折一折。 从教十几年来，每到这节课，梁学慧都是这么讲的。 但这一次，梁学慧突然有了不一样的想法：学校教室的平板电脑里有现成的教学软件，可以画 出3D平行四边形，让学生"亲手"去拼切推拉，就不必讲得那么抽象了。 与此同时，清水河县逸夫小学办公室主任张嘉宁正在推进他牵头的教师AI与实用工具分层培训 实操方案。1月，全校教师要以小学五年级科学《植物的向光性》为课例，使用剪映制作一个 跨学科教学视频，再使用KIMI制作所在班级学生的个性化错题集。 梁学慧和张嘉宁是广大中西部地区乡村教师的缩影，他们或主动或被动地拥抱智能体，利用人 工智能赋能教学。这是大势所趋，东部发达地区的同行们已经先行一步，他们需要迎头赶上， 只不过， 他们使用智能体的策略明显不同 。 资料图 A I走进乡村课堂 系统性教研变革 这样的现象在以前是没有的，乡村教师用起智能体，是一件可喜又颇艰难的过程。 "小明以匀速行走在从街心花园到青城花园的公交车线路上，而线路的起点站和终点站， ...

记者丨 张敏 编辑丨张伟贤 近期，2026年省级地方两会陆续召开，"十五五"发展蓝图正从国家层面逐渐落子到地方实践。其中，作为国民经济的重要支柱产 业，房地产的稳定与高质量发展，关乎经济大盘、民生福祉与城市未来，也是各地规划新年工作时的重点。 21世纪经济报道记者梳理多地的政府工作报告发现， "着力稳定房地产市场"被列为今年的重要任务，并清晰指向构建发展新模式、 推进城市更新、公积金制度改革等深层变革。 此外，在去年首次写入全国两会的政府工作报告后，"好房子"也频繁出现在今年地方两会的政府工作报告中。 分析人士指出，各地两会释放的信号表明，2026年的房地产工作将摒弃短期刺激思维，沿着"高质量"与"新模式"的双轨深化。一方 面，通过融资协调、消化存量稳定市场，仍是基本盘；另一方面，在发展模式和制度建设层面，开始着眼长远，为行业注入可持续 的新动能。 资料图 公积金制度改革被高频提及 多项制度将迎来破局的关键节点。 山东、海南、青海三省均在政府工作报告中提及，深化住房公积金制度改革。 其中，具有覆盖范围大、信号明确、传导路径短等特点的公积金制度，改革预期最为强烈。 根据中指研究院的统计，2025年全国各地共出台 ...

记者丨 唐唯珂 编辑丨季媛媛 2026年开年首月，医用耗材价格治理进入全国联动落地期。 辽宁、青海、广东、浙江等多省份密集发布耗材调价、限价维护及采购规范政策，贵州亦启动 相关政策征求意见，覆盖高值耗材、临床常用低值耗材等多品类，政策落地节奏显著加快。 图源：资料图 多地同步发力，既是对国家耗材集采规则优化的落地响应，也标志着医用耗材全国一体化价格 治理体系加速成型，行业正从区域价差套利转向成本控制与创新驱动的高质量竞争阶段。 1月30日，辽宁省公共资源交易中心率先发布2026年第五批耗材产品调价结果通知，打响开年 耗材价格治理第一枪；青海跟进出台调价政策，807个医用耗材产品价格当日起正式执行，实 现调价政策即出即落；广东则明确195个集中带量采购中选耗材产品新价于2月2日起实施，精 准落地集采中选品种价格联动要求。 在限价管理方面，浙江聚焦带线锚钉类高值耗材，对挂网限价高于价格高线的非中选产品开展 限价维护，直指高值耗材价格虚高问题；贵州则于1月28日启动医用耗材阳光挂网集中采购政 策征求意见，拟进一步规范耗材采购全流程，意见征集将持续至2月10日。 多地密集行动 从政策导向来看，此次多省施策呈现三大鲜明 ...