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预见金马|国泰基金李昇:坚守科创主线!
券商中国· 2026-02-16 15:18
Core Viewpoint - The A-share market is expected to maintain a slow bull trend in 2026, with potential for new highs after the digestion of crowded positions in the market [5][6]. Group 1: Market Outlook - The year 2025 marked the beginning of the "14th Five-Year Plan" and was crucial for the high-quality development of public funds, with a strong market performance driven by the technology innovation sector [6]. - The resilience and vitality of the market improved alongside the quality of development throughout 2025 [6]. Group 2: Company and Industry Insights - The total number of followers on the券商中国 WeChat platform has surpassed 6 million, indicating strong engagement and trust from readers [2].
今日除夕,要不就不睡了吧?
券商中国· 2026-02-16 15:18
Group 1 - The article emphasizes the significance of "Shou Sui" (staying up late on New Year's Eve) as a cultural tradition that symbolizes the transition from the old year to the new, representing both nostalgia for the past and hope for the future [4][5] - It describes the historical context of "Shou Sui," linking it to the legend of the beast "Nian," which was believed to terrorize people on New Year's Eve, prompting families to stay awake to ward it off [4][5] - The article highlights the importance of family gatherings during this time, where the act of staying up together symbolizes safety and harmony [4][5] Group 2 - The New Year's Eve dinner, or "Nian Ye Fan," is portrayed as a crucial part of the celebration, where families prepare a lavish meal to symbolize reunion and happiness [8] - Specific dishes are mentioned, such as fish for abundance, chicken for good fortune, and dumplings, which are often filled with symbolic items like coins to represent wealth in the coming year [9][10] - The tradition of giving "Ya Sui Qian" (red envelopes) is discussed, where the act of giving money symbolizes blessings and good luck for the new year, regardless of the amount [12][14]
信息量巨大!春晚机器人燃爆了!宇树科技王兴兴,最新发声
券商中国· 2026-02-16 15:18
Core Viewpoint - The 2026 Spring Festival Gala showcased a high level of robotics integration, featuring multiple robot companies, particularly from the Yangtze River Delta region, highlighting advancements in robotics technology and performance [1][2]. Group 1: Robotics Performance - The performance titled "Wu BOT" featured robots from Yushu Technology and children from the Henan Tagou Martial Arts School, impressively executing martial arts moves and winning audience acclaim [2][10]. - Yushu Technology's robots demonstrated high dynamic and collaborative control techniques, achieving unprecedented martial arts movements, including jumps of 2 to 3 meters and flips [10][12]. - The performance included a variety of complex movements such as side flips and dynamic running, showcasing the robots' advanced capabilities in a theatrical setting [20][23]. Group 2: Company Innovations - Yushu Technology's founder, Wang Xingxing, indicated that the company is developing new products focused on practical service robots and exploratory technology [13]. - The robots' performance required extensive training and fine-tuning, with over a million simulations conducted to ensure balance and stability during dynamic actions [12]. - The collaboration between robots and human performers in the gala represents a significant step towards integrating robotics into everyday life and entertainment [21][23]. Group 3: Industry Impact - The gala's robot performances are seen as a fusion of Chinese technology and traditional martial arts, generating excitement about the future of robotics in cultural contexts [15]. - The advancements in robotics showcased during the gala may influence future developments in the industry, pushing the boundaries of what robots can achieve in various applications [12][23].
超5000次调研!公募扎堆调研线路图曝光,这三大行业受关注
券商中国· 2026-02-16 15:18
Core Viewpoint - The public fund research roadmap for 2026 reveals heightened enthusiasm among public funds for A-share market research, with over 5,000 research activities covering more than 1,000 stocks since the beginning of the year [2]. Group 1: Key Companies Under Research - Tian Shun Wind Power and Da Jin Heavy Industry have emerged as the most researched companies, with 68 and 66 fund companies participating in their respective research activities [3]. - Tian Shun Wind Power's stock price has increased by over 37% in 2026, attracting significant institutional interest due to its offshore wind power shipment expectations and capacity layout [3]. - Da Jin Heavy Industry is transitioning from a basic equipment supplier to a one-stop solution provider, with a projected net profit doubling in 2025, leading to a stock price increase of over 154% [4]. - Other companies like Hai Tian Rui Sheng, Nai Pu Mining, and Sheng Hui Integration have also garnered attention from multiple fund companies, with Sheng Hui Integration's revenue growth reaching 46% in the first three quarters of 2025 [4]. Group 2: Investment Focus Areas - The technology, cyclical, and dividend sectors are the primary focus areas for public funds, with strategic emerging industries in technology being a core interest [5][6]. - Companies in the semiconductor and AI sectors, such as Hai Tian Rui Sheng and Zhong Ji Xu Chuang, are receiving significant attention due to their long-term growth potential [6]. - Regional banks like Shanghai Bank and Nanjing Bank are highlighted as key representatives in the dividend sector, with multiple fund companies conducting research on them [7]. - In the cyclical sector, companies like He Steel Resources and Bao Wu Magnesium Industry are being closely monitored, with Bao Wu reporting a 10% increase in magnesium alloy sales since October [7][8]. Group 3: Market Trends and Predictions - Fund managers are focusing on sectors with supply constraints and recovering demand, such as chemicals and industrial metals, while also considering opportunities in real estate [8]. - Despite the strong performance of the technology sector, the dividend investment logic remains relevant, with consumer dividend assets expected to become a high-potential direction as domestic demand recovers [8].
预见金马|上海证券李海超:坚守金融初心,服务科技创新!谱写高质量发展新篇章
券商中国· 2026-02-16 11:08
Core Viewpoint - The article emphasizes the optimistic outlook for the capital market in 2026, highlighting the importance of deepening reforms and the commitment of Shanghai Securities to support national strategies and the real economy [5][8]. Group 1: Company Achievements and Strategies - Shanghai Securities celebrated the milestone of surpassing 600 million followers on the券商中国 WeChat platform, expressing gratitude to its readers and partners [2][6]. - In 2025, Shanghai Securities focused on its strategic goal of becoming a wealth management-oriented brokerage, leveraging AI and technology to enhance service models and customer experiences [6][7]. - The company launched the "尚臻" brand and a series of asset management products, aiming to meet diverse customer needs through intelligent platforms [7]. Group 2: Cultural and Social Responsibility Initiatives - Shanghai Securities is committed to integrating Chinese financial culture into its corporate culture, emphasizing the importance of moral and ethical values derived from traditional Chinese culture [7]. - The company has implemented nearly 70 assistance projects under the "上证益心" public welfare brand, benefiting over 200,000 people, and has conducted around 2,000 investor education activities [7]. Group 3: Future Outlook and Goals - Looking ahead to 2026, Shanghai Securities aims to enhance its core business areas, including wealth management and investment banking, while also focusing on technological innovation and digital transformation [8]. - The company plans to build a comprehensive service system to support technological innovation and industrial upgrades, ensuring it remains aligned with national strategies [8]. - Shanghai Securities is set to deepen its reform efforts and strengthen its AI capabilities, aiming for a significant transformation in various operational areas [8].
伊朗,突发!美军航母,现身阿曼!特朗普真实态度曝光!
券商中国· 2026-02-16 11:08
Core Viewpoint - The article discusses the escalating tensions between the U.S. and Iran, particularly in the context of nuclear negotiations and military posturing, highlighting the deployment of U.S. aircraft carriers and the potential for Israeli military action against Iran [1][2][4]. Group 1: U.S. Military Movements - The U.S. aircraft carrier "Abraham Lincoln" was spotted near the coast of Oman on February 15, with accompanying footage of its strike group operations released the same day [2]. - The "Abraham Lincoln" carrier arrived in the Middle East in January, and the U.S. has also dispatched the "Gerald R. Ford" carrier to the region, indicating a significant military presence aimed at Iran [2]. - The last time the U.S. deployed two aircraft carriers in the Middle East was in April of the previous year, when they conducted large-scale airstrikes against Houthi forces in Yemen [2]. Group 2: U.S.-Israel Discussions - Discussions between the U.S. and Israel regarding military actions against Iran are intensifying, with U.S. officials evaluating support for potential Israeli airstrikes, including air refueling and securing airspace permissions [2]. - Israeli Prime Minister Benjamin Netanyahu has emphasized that any agreement with Iran must address its ballistic missile program and funding for regional proxy forces, extending beyond just nuclear issues [3]. Group 3: Ongoing Negotiations - Indirect negotiations between Iran and the U.S. took place in Muscat, Oman, on February 6, with a second round scheduled for February 17 in Geneva, though significant disagreements remain on core issues [3]. - Iranian officials have indicated that the negotiations include topics such as oil and gas, mineral investments, and aircraft purchases, with a focus on achieving a substantive agreement [3]. - U.S. Secretary of State Marco Rubio has expressed a preference for diplomatic solutions regarding Iran, confirming that U.S. envoys are engaging in important discussions with Iranian representatives [3].
最新!阿里开源新一代大模型
券商中国· 2026-02-16 11:08
Core Viewpoint - Alibaba has launched the new generation large model Qwen3.5-Plus, which features significant architectural innovations and performance improvements compared to previous versions [1]. Group 1: Model Specifications and Performance - The Qwen3.5-Plus model has a total parameter count of 397 billion, with 17 billion activated parameters, outperforming the trillion-parameter Qwen3-Max model [2]. - The deployment memory usage has been reduced by 60%, and the maximum inference throughput can be increased by up to 19 times [2]. - The API pricing for Qwen3.5-Plus is set at 0.8 yuan per million tokens, which is 1/18 of the price of Gemini 3 Pro [2]. Group 2: Features and Capabilities - Qwen3.5-Plus has been pre-trained on a mixed token of visual and text data, and it now supports 201 languages, expanding the vocabulary size from 150,000 to 250,000, which can enhance encoding efficiency for less common languages by up to 60% [2]. - The Qwen App has launched the world's first consumer-grade AI shopping agent, which completed 120 million orders in just six days during the Spring Festival [2]. Group 3: Accessibility and Future Developments - The Qwen3.5-Plus model is immediately accessible on the Qwen App and PC, with developers able to download it from the Mota community and HuggingFace, or obtain API services directly from Alibaba Cloud [3]. - Alibaba plans to continue releasing different sizes and functionalities of the Qwen3.5 series models, with a more powerful flagship model, Qwen3.5-Max, expected to be released soon [3].
出圈!年夜饭“新宠”,搜索量增长超600%
券商中国· 2026-02-16 11:08
春节期间,不想亲自下厨怎么办? 今年春节,年夜饭送到家、年夜饭外卖成为很多人的新选择。 数据显示,相比1月第一周, 今年2月第一周"年夜饭送到家"搜索量同比增长超600%。 浙江杭州一家饭店的年夜饭席位在今年1月份就预订一空。为了满足更多消费者春节期间的 用餐 需求,他 们今年首次推出年夜饭外卖服务,5公里内还能免费配送。 杭州某饭店负责人 董建芬: 订不到的时候,我想着怎么样让他们也能吃上团圆饭,所以我想出了 外卖这个办法。 某平台数据显示,相比1月第一周,今年2月第一周"外带年夜饭"搜索量 增长超过900% ,"年夜饭排行 榜"搜索量 增长420% ,"年夜饭套餐"搜索量 增长357% 。 来源:人民网 责编:刘珺宇 校对: 杨舒欣 百万用户都在看 利好来了!刚刚,重磅发布!事关AI 伊朗,突发!20万人聚集!美军计划曝光! 在河南漯河,为了满足部分消费者的年夜饭订餐需求, 不少餐饮企业专门加派了多个免费配送小组, 最 远能把提前预订的年夜饭送到30多公里外的乡村。 集体大涨!美国财长,突发重磅信号! 突变!美联储,重磅来袭! 今晚,突发公告!多只大牛股,紧急提示风险! 违法和不良信息举报电话:0755- ...
预见金马|兴业基金李辉:费率改革深化赋能!公募基金迈向“重回报”发展新征程
券商中国· 2026-02-16 07:46
Core Viewpoint - The article emphasizes the resilience and transformative potential of the Chinese economy as it enters 2026, highlighting the importance of the capital market in resource allocation and value discovery [5][6]. Group 1: Economic Performance - In 2025, China's GDP surpassed 140 trillion yuan for the first time, marking a significant milestone [6]. - The rapid iteration and widespread application of AI technology were notable trends observed during the year [6]. Group 2: Capital Market Developments - The capital market experienced revitalization under a series of supportive policies, contributing to increased market activity [6]. - The public fund industry achieved a new high in management scale, with passive investment continuing to expand [6]. Group 3: Industry Reforms - The completion of the "three-stage" fee reform has shifted the industry focus from "scale" to "returns," enhancing investor protection and introducing long-term capital into the market [6]. Group 4: Future Outlook - The "14th Five-Year Plan" has begun, with the capital market expected to play a crucial role in economic development [5][6]. - The public fund sector aims to provide diverse product offerings and professional services to safeguard investors' wealth journeys [5][6].
刷屏!春晚,节目单来了!为何晚上8点开始?还有这些热搜……
券商中国· 2026-02-16 07:46
春晚节目单来了! 2月16日晚8点,中央广播电视总台《2026年春节联欢晚会》将上演。其中,王菲将演唱《你我经历的一刻》。郭富城、王一博、 周深、李健、沈腾、迪丽热巴等多位知名歌手和演员将参加表演。 值得注意的是,春晚分会场为何花落黑龙江哈尔滨、浙江义乌、安徽合肥、四川宜宾这四城?为什么春晚在晚上8点开始?王菲 还没唱《你我经历的一刻》已火等话题已经登上百度热搜。明星红包、话百家姓过中国年等登上了微博热搜。 GOSG 中央广播电视总台 春节联欢晚会 2月16日 20:00 与您相约 除夕夜 的 总 导演:于 蕾 副总导演:赵大治、黎美兰、杨觐梦 主 持 人:任鲁豫、撒贝宁、尼格买提 龙 洋、马凡舒、刘心悦 帆、姜 多(黑龙江哈尔滨分会场) 场 来看报道! 春晚节目单 据央视新闻,2月16日晚8点,中央广播电视总台《2026年春节联欢晚会》将在央视综合频道、综艺频道、中文国际频道、国防军 事频道、戏曲频道、少儿频道、音乐频道(无障碍版)、农业农村频道、4K超高清频道、8K超高清频道等10个电视频道,中国 之声、音乐之声、经典音乐广播、文艺之声、粤港澳大湾区之声、台海之声、华语环球广播、南海之声和中国交通广播等9 ...