今年春节期间，全球 股市 明显 回暖，多国股指创历史新高。2月19日， 韩国综合股价指数在 春节后首个交易日大涨3.09%，最终收盘于5677.25点， 创下历 史最高纪录。此外，欧洲股市 亦表现强劲， 欧洲STOXX600指数 、英国富时100指数等均创下历史新高。 // 韩国股市迎"开门红"，首次突破5600大关 // 2月19 日，韩国综合股价指数迎来春节假期后的首个交易日。开盘后， 韩国综合股价指数 高开高走，盘中最高触及5681.65点，最终收盘于5677.25点， 创下 历史最高纪录， 涨幅达3.09% ；同时这也是该指数首次突破5600点大关 。 值得注意的是，代表中小企业的KOSDAQ市场表现更为激进。据Wind数据显示，2月19日，KOSDAQ指数报收1160.71点，涨幅达4.94%，市场情绪之热烈可 见一斑 。 韩国股市的走强主要得益于半导体及其他蓝筹科技股的大幅上涨，同时市场对人工智能（AI）的乐观情绪也起到了推动作用。 Kiwoom证券公司的分析师Lee Sung-hoon表示："英伟达、博通以及其他美国主要的人工智能企业计划从下周开始公布财报，投资者对芯片相关股票的偏好 预计将持续 ...

Group 1 - Strong demand for green, smart, and healthy consumption during the Spring Festival holiday, with sales of smart wearable devices increasing by 130%, smart blood pressure monitors and blood glucose meters up over 60%, and organic food sales rising by 52% [3] - The U.S. Federal Reserve's January meeting minutes revealed significant divisions among decision-makers regarding future interest rate directions, with some members discussing the possibility of rate hikes if inflation remains above 2% [3] - High-profile political changes in Japan as Fumio Kishida was confirmed as the new Prime Minister, with expectations to focus on accelerating budget reviews and implementing the U.S.-Japan trade agreement [3] Group 2 - The Spring Festival saw a booming market for holiday consumption and tourism services, prompting regulatory measures to stabilize market prices in various sectors [4] - The Ru Hua Group's founder has been active in the A-share market, investing approximately 400 million yuan in Shen Kai Co. and Su Yan Jing Shen, and acquiring a 5% stake in Wai Jin Ke for 161 million yuan [5] - The appointment of a "post-00s" executive at Xiao Fang Pharmaceutical, with Fang Jing An nominated as a non-independent director candidate, highlights a generational shift in leadership [5] Group 3 - Barclays Bank's report indicates that the AI and robotics market is expected to grow to a trillion-dollar scale by 2035, marking it as one of the most promising investment themes for the next decade [7] - The global semiconductor industry is projected to reach a historical high of $975 billion by 2026, driven by the robust development of AI infrastructure [9] - The global humanoid robot market is anticipated to see significant growth by 2026, with an expected shipment of 30,000 units and China's market size surpassing 8.5 billion yuan [10]

1、 机器人话题持续刷屏。 春晚机器人的热度，直接转化为实打实的销量。据多家媒体报道，马年春晚开播两小时，京东机器人搜索量环比增长超 300%，订单量暴涨150%。宇树科技创始人王兴兴预计，今年全球人形机器人出货量至少达到几万台，宇树科技的目标出货量在1-2万台。王兴兴同时指 出，受限于具身智能大脑等技术瓶颈，人形机器人还处于应用早期。 2、 2026年春节档电影总票房突破15亿元，《飞驰人生3》《惊蛰无声》《熊出没·年年有熊》位列前三。 至此，2026年度国内电影总票房已超40亿元。 2026年春节档2月15日正式开启，从大年二十八一直到正月初七。数据显示，2月17日（大年初一），全国电影院排映场次近57万场，大幅刷新中国影史单 日场次最高纪录。 3、 美国和伊朗第二轮谈判2月17日结束， 双方就一些总体问题达成一致 ，在谈判代表团与各自国家政府汇报磋商后，双方将继续讨论细节问题。 1、 2026年除夕当天，银联、网联共处理支付交易49.31亿笔，较去年除夕增长21.64%。 其中，除夕晚23:50至初一0:20是红包发放的高峰时段，网络支付 最高峰为14.47万笔每秒，同比增长7.18%，创历史新高。 2 ...

Group 1 - The 2026 CCTV Spring Festival Gala featured a variety of robots performing alongside artists, showcasing advanced skills and technology [3] - The Hong Kong stock market saw a positive close on the last trading day before the Lunar New Year, with the Hang Seng Index rising by 0.52% and AI application stocks experiencing significant gains, such as Haizhi Technology Group increasing nearly 30% [3][4] Group 2 - OpenAI announced the recruitment of Peter Steinberger, founder of the open-source AI agent OpenClaw, indicating a strategic shift towards collaborative AI ecosystems [4] - Alibaba released a new generation of the Qwen 3.5 model, which competes with Gemini 3 Pro, achieving a significant performance leap and reducing API costs to 0.8 yuan per million tokens [4] Group 3 - The demand for GLM-5 has surged, prompting Zhipu to initiate a "computing power partner" recruitment plan to enhance service capabilities [11] - The storage chip price increase is intensifying, with Kioxia predicting a 50% rise in average selling prices starting in Q1 2026 [11] Group 4 - The Hong Kong property market saw a 7.33% increase in prices during the Year of the Snake, marking the largest rise in nearly eight lunar years [8] - The U.S. stock market is expected to experience a significant capital expenditure increase in AI, projected to reach $740 billion in 2026, which may lead to a shift in investment patterns [16]

Group 1 - The article emphasizes the importance of domestic demand in China's economic work, aiming to build a strong domestic market and stimulate consumption and investment [3] - China will implement a visa-free policy for ordinary passport holders from Canada and the UK starting February 17, 2026, allowing stays of up to 30 days for business, tourism, and family visits [3] Group 2 - The National Development and Reform Commission and the Ministry of Finance are expected to increase central budget investment to stabilize investment and stimulate private investment [3] - The recent meeting of the China-UK Financial Working Group resulted in practical cooperation outcomes, focusing on financial stability and market development [5] Group 3 - The introduction of a package of refinancing measures by the Shanghai and Shenzhen stock exchanges is seen as a positive development for brokerage investment banking businesses [8] - Several listed companies in the catering sector are preparing for the Chinese New Year with offerings such as pre-made meal boxes [8] Group 4 - The nuclear power manufacturing industry is expected to see a revaluation due to rising demand driven by AI, with domestic nuclear power entering a peak period of approval and construction [9] - The digital RMB is being promoted through various consumer incentive activities, indicating a push towards digital consumption [12]

万得基金 机构研究周报：节后成长或更具弹性，大宗商品轮动机会显现 原创 阅读全文 分享一篇文章。 ...

Group 1 - China will implement zero tariff measures for 53 African countries starting May 1, while promoting the signing of economic partnership agreements and expanding product access through upgraded "green channels" [2] - The State Administration for Market Regulation has interviewed major platform companies including Alibaba, Douyin, and Tencent, urging them to comply with the Anti-Unfair Competition Law and eliminate "involution" competition [2] - The US stock market is undergoing a significant shift, with major tech companies experiencing substantial declines; Amazon's stock has fallen for nine consecutive trading days, marking its longest losing streak since 2006, and its market value has evaporated by approximately $1.51 trillion this year [2] Group 2 - ByteDance has officially released the Doubao Model 2.0, achieving significant advancements in multimodal understanding and reasoning capabilities, while reducing reasoning costs by about an order of magnitude [3] - The China Banking and Insurance Asset Management Association reported a significant increase in the equity investment confidence index for Q1, rising to 67.55 from 58.04 year-on-year [7] - The Ministry of Industry and Information Technology aims to upgrade the liquor industry, targeting the cultivation of over three trillion-yuan traditional liquor production areas by 2028 [9]

Group 1 - The core viewpoint of the article highlights the significant growth in credit issuance in January, with a record social financing scale of 7.22 trillion yuan, indicating strong support from a moderately loose monetary policy for the economy's stable start in 2026 [1][2] - The anticipated visit of U.S. President Trump to China in April is expected to ease bilateral trade tensions, potentially extending the "truce" in U.S.-China trade relations and providing stability to global supply chains [1][2] - The launch of ByteDance's AI video model Seedance 2.0 has positively impacted the media sector, leading to a notable recovery in the net value of several media-themed funds [1][2] Group 2 - The bank wealth management market is showing strong recovery, with an expected increase of 1 trillion yuan in February, driven by declining deposit rates and year-end bonuses [2] - The expansion of pension wealth management trials nationwide, with increased fundraising limits for institutions, is expected to provide investors with more robust pension growth tools [2] Group 3 - The Federal Reserve's meeting minutes indicate a hawkish stance, with expectations for interest rate cuts being pushed back, leading to a strengthening of the dollar index [4] - The "AI panic trading" in technology stocks has caused significant market fluctuations, with funds shifting towards value stocks, particularly in the Chinese internet sector and high-dividend assets [4] Group 4 - Global stock markets showed mixed performance, with the Chinese market indices such as the Shanghai Composite Index and Shenzhen Component Index experiencing slight increases, while U.S. indices faced declines [5][6] - The bond market showed varied performance, with the 1-year Chinese government bond yield rising slightly, while longer-term yields decreased [9][10] Group 5 - In the commodity market, gold and silver prices increased, while international oil prices continued to adjust downwards [12][13] - The dominance of fixed-income plus funds in the bank financing products indicates a strong market presence, with 477 such funds accounting for 56.79% of new products and 69.17% of total scale [14][15]

Market Overview - The A-share market exhibited a structural upward trend last week, with the Shanghai Composite Index closing at 4082.07 points, remaining stable throughout the week [2] - The Growth sector performed strongly, with the STAR 50 Index surging by 3.37%, highlighting robust momentum in technology and innovation themes [2] - In contrast, the Value sector showed relative weakness, with the SSE 50 and CSI Dividend Index experiencing slight declines [2] - The U.S. stock indices collectively fell, with the S&P 500 down by 1.39%, while European markets saw moderate gains [4] - Asian markets performed strongly, with the Korean Composite Index soaring by 8.21% and the Nikkei 225 rising by 4.96% [4] Industry Performance - The Information Technology sector rose by 3.62%, and the Communication Services sector increased by 2.43%, demonstrating strong performance [12] - Conversely, the Consumer Staples sector declined by 2.45%, and the Financial sector fell by 1.41%, indicating weaker performance [12] - The rise of AI technologies has propelled the TMT (Technology, Media, and Telecommunications) sector, leading to accelerated sector rotation during the earnings forecast period [12] Fund Issuance and Performance - A total of 64 funds were launched last week, including 24 equity funds, 19 mixed funds, 8 bond funds, 2 QDII funds, and 11 FOF funds, with a total fundraising amount of 58.33 billion [17] - The overall fund performance showed the Wind All Fund Index rising by 0.79%, with equity funds significantly outperforming bond funds [7][17] - The Wind Ordinary Equity Fund Index increased by 1.40%, while the Mixed Equity Fund Index rose by 1.52%, indicating strong performance in equity-related funds [7]

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