Core Viewpoint - The logic of industry-themed funds is changing, moving away from a passive "beta" strategy focused on popular sectors, and towards a more active search for "alpha" opportunities within industries as public funds increasingly focus on performance-driven investments by 2026 [1][2]. Group 1: Market Dynamics - The simple strategy of investing in popular sectors for easy gains has ended, with a shift towards showcasing fund managers' stock-picking abilities in an "alpha" market [2]. - The 2025 annual ranking of Hong Kong QDII funds showed that industry allocation was key to the top-performing funds, indicating a transition to a more competitive investment landscape [2]. - The influx of southbound capital into Hong Kong stocks in 2025 has started to influence pricing in popular sectors, but the market is expected to balance between southbound and foreign capital in 2026 [3]. Group 2: Investment Strategy - Fund managers are now less willing to invest based on "stories" and are demanding tangible performance metrics, indicating a shift towards profitability-driven investments [4]. - The 2026 investment landscape will likely see reduced opportunities for broad-based gains across sectors, with a greater emphasis on individual company performance [4]. - The focus will be on companies that can demonstrate real financial performance rather than those that rely solely on narrative-driven growth [6]. Group 3: Sector-Specific Insights - The importance of overseas business development (BD) deals is highlighted, as they serve as a credibility endorsement for domestic innovative drug companies, impacting their valuation [7]. - In the AI sector, while hardware remains a strong investment, concerns about the application side's profitability are emerging, suggesting a need for careful evaluation of cash flow sources [7]. - The investment strategy for 2026 will emphasize a balanced approach, combining growth-oriented investments with high-dividend stocks to manage risk and return effectively [8]. Group 4: Future Outlook - The market is expected to transition from extreme growth to a more balanced strategy, with a focus on sectors that are currently undervalued and have potential for recovery [8]. - Fund managers are advised to explore non-consensus opportunities, particularly in consumer sectors that are at historical low levels of market expectations and institutional holdings [8].

Core Viewpoint - The national business work conference highlighted eight key areas for the business system to focus on by 2026, aiming to enhance consumption, trade, and investment in China [2]. Group 1: Key Areas of Focus - Implement special actions to boost consumption, creating the "Buy in China" brand, and fostering new growth points in service consumption [2] - Establish a modern market and circulation system, promoting the construction of a unified national market and enhancing retail innovation [2] - Drive trade innovation and promote the "Export China" brand by optimizing goods trade and developing service trade [2] - Create new advantages for foreign investment, enhancing the "Invest in China" brand through expanded service sector openness [2] - Align with international high-standard economic and trade rules to advance the construction of open highlands [2] - Effectively manage foreign investment and guide cross-border supply chain layouts [2] - Deepen multilateral and bilateral economic cooperation to promote win-win outcomes [2] - Prevent and mitigate risks by improving the legal framework and trade risk management mechanisms [2]

Core Viewpoint - The article discusses a newly highlighted feature of WeChat Pay that allows users to receive reminders about lost items from merchants, which has sparked significant online discussion and interest among users [1][4]. Group 1: WeChat Pay Lost Item Reminder Feature - Users have recently discovered that WeChat Pay has a hidden feature that sends reminders about lost items after transactions at certain merchants [1]. - Some users were already aware of this feature, while others expressed surprise at its existence [4]. - Tencent's customer service indicated that this feature is only supported by select merchants, and personal information is not visible to merchants; only transaction details are shared [6]. Group 2: Other WeChat Features - WeChat offers various practical features that users may not be aware of, such as editing Excel documents directly from images received on mobile devices [7][9]. - Users can create personal chat groups to organize files better, which can be done by initiating a group chat with a unique four-digit code [11][13]. - The "File Transfer Assistant" can be used for searching specific content by entering a "" followed by the search term [14]. - Users can now withdraw all messages sent in a single action, enhancing message management [15]. - In group chats, users can selectively receive important notifications even when "Do Not Disturb" mode is activated [17].

根据券商中国记者统计，截至1月10日2026年入市的公募资金预计在450亿元以上：一是新年上市的22只股票ETF，合计规模63.45亿元。二是岁末年初成立、进入建 仓期的主动含权基金，规模接近400亿元。 从券商中国记者跟踪观察情况来看，公募增量资金是"存款腾挪"趋势下的典型映射，在新年入市基金产品上主要有两个表现：一是个人投资者成为ETF主力军，不 少产品的份额占比超90%；二是主动基金份额自2025年三季度后已不再下降，甚至出现小幅回升。业内人士表示，存款搬家趋势有望在2026年带来万亿级流向投资 领域的活化增量资金，多数将寻求稳健型产品。 入市ETF仓位迅速提升 开年入市的公募资金，最直接的是股票ETF。根据wind统计，截至1月9日，2026开年以来一共有 16只 ETF确定上市时间。其中，有7只ETF拟于开年第二周（1月12 日至1月15日）上市交易。 | 证券简称 | 上市日期 | 上市规模(亿元) | 基金经理(现任 | | --- | --- | --- | --- | | 华夏中证舍指食品ETF | 2026-01-14 | 2.58 | 王欣薇 | | 易方达中证工程机械主题ETF | 2 ...

Core Viewpoint - The article discusses the controversy surrounding actress Yan Xuejing's comments about her family's income, which led to public backlash and the termination of her endorsement deal with a food brand, Zuo Xiang Yuan [1][2][3]. Group 1: Public Reaction - Yan Xuejing revealed in a live stream that her family earns "only tens of thousands," which was perceived as "crying poor," prompting calls for a boycott of her endorsed products [1]. - Following the backlash, her accounts on platforms like Douyin and Kuaishou were banned from being followed [2]. Group 2: Company Response - Liaoning Dihua Flavoring Food Co., Ltd. acknowledged the public's concerns regarding Yan Xuejing and stated they would terminate her endorsement of the Zuo Xiang Yuan brand [3][5]. - The company committed to updating promotional materials and expediting the replacement of existing inventory to present a refreshed brand image to consumers [3][5]. Group 3: Brand Commitment - Zuo Xiang Yuan emphasized its dedication to quality and consumer trust, stating that it values its long-standing relationship with customers and will continue to prioritize product quality and service [5].

此外，据新华社11日消息，美国《纽约时报》10日援引匿名美国官员的话报道称，美国总统特朗普近日已听取 关于军事打击伊朗方案的汇报。报道称，特朗普尚未做出最终决定，但他正在认真考虑授权美军发动军事打 击。美军行动有一系列选项，包括对德黑兰的非军事地点进行打击。当天早些时候，特朗普在社交媒体上发 文，再次威胁干涉伊朗当前局势。 美军大规模空袭 1月11日，新华社消息，美军中央司令部10日说，美军及其伙伴国部队当天对极端组织"伊斯兰国"在叙利亚境 内的多个目标实施大规模打击。 美军中央司令部在社交媒体上发布消息说，这是美军去年12月发起的"鹰眼打击行动"的一部分。消息配发的视 频显示，多架战斗机、攻击机在夜色中起飞，多个地面目标被炸毁。 美军突然发动大规模打击。 当地时间1月10日，美军中央司令部表示，美军当天对极端组织"伊斯兰国"在叙利亚境内的多个目标发动大规 模空袭。声明称，这一打击行动是"鹰眼打击行动"的一部分。 当前，叙利亚局势持续动荡，叙利亚军方与"叙利亚民主力量"在阿勒颇市持续激烈交火。据叙利亚方面9日消 息，阿勒颇省民防部门负责人表示，阿勒颇市冲突已造成约15.9万人流离失所，民防部门已设置15个安置 ...

全国首家全省统一法人农商行"一把手"，迎来职业生涯转型。 近日，辽宁省委组织部发布省管干部任前公示显示，现任辽宁农商银行党委书记、董事长杨济时拟提名为地级 市市长候选人。现年49岁的杨济时，具有多年金融监管工作经历，曾是辽宁农商行首任行长，见证并参与辽宁 农信改革多个重要节点。 值得一提的是，辽宁省内锦州、辽阳、大连等多个地级市副市长具有金融背景，多位官员曾在当地金融监管系 统工作。 半年前升任辽宁农商行董事长 此前受访研究人士对券商中国记者表示，辽宁农商行的成立，也是继农村商业联合银行改革模式后的又一创 新，在全国农信机构改革化险进程中具有标志性和里程碑式的意义。 据1月8日辽宁省委组织部消息，辽宁省发布2026年第1号省管干部任前公示，其中，现任辽宁农商银行党委书 记、董事长杨济时，拟提名为地级市市长候选人。 券商中国记者注意到，这距离杨济时获批担任辽宁农商行董事长职位刚刚过去6个月。2025年7月1日，辽宁金 融监管局核准其董事长任职资格。 实际上，作为2023年9月开业以来，辽宁农商行首任行长，杨济时晋升早有迹象。2024年6月，辽宁省委组织部 发布干部任前公示显示，时任辽宁农商行行长杨济时"拟获进一 ...

特朗普又有大动作。 美东时间1月10日，美国国务院发布委内瑞拉最新旅行安全警报，敦促所有美国公民不要前往委内瑞拉，在委 美国公民应立即撤离。另外，美国总统特朗普9日签署一项行政令，宣布进入国家紧急状态，旨在"保护"存放 在美国财政部账户中的委内瑞拉石油收入，以免"遭扣押或陷入司法程序"。 与此同时，委内瑞拉代总统德尔西·罗德里格斯的最新讲话也引发关注。罗德里格斯10日表示，誓要解救被美 国强行控制的委总统马杜罗及其夫人弗洛雷斯。马杜罗的儿子当天在一段视频中表示，马杜罗声称自己在美国 监狱里"一切都好"。 "在委内瑞拉的美国公民尽快撤离" 1月11日，据央视新闻，当地时间1月10日，美国国务院发布委内瑞拉最新旅行安全警报，再次强调赴委内瑞拉 的旅行建议为最高警告级别的第四级，敦促所有美国公民不要前往委内瑞拉，在委美国公民应立即撤离。 安全警报表示，委内瑞拉当前安全形势依然高度不稳定。随着国际航班陆续恢复，在委内瑞拉境内的美国公民 应尽快离开该国。警报还称，委内瑞拉全国范围内仍存在间歇性停电及公共服务中断问题。 美国方面称，自2019年3月起，美国已撤离驻加拉加斯使馆全部外交人员并暂停运作，目前所有领事服务（包 ...

Core Viewpoint - The digital RMB app has launched a new "Carbon Benefit" mini-program, allowing users to convert carbon credits earned from low-carbon activities into digital RMB, enhancing the integration of digital currency into daily life and promoting green behavior [1][2][9]. Group 1: Digital RMB App Updates - The digital RMB app has undergone a significant upgrade to version 2.0, which includes a wallet balance interest feature [1][12]. - The "Carbon Benefit" mini-program has been introduced, initially available in Shanghai, enabling users to earn carbon credits through green activities [1][3]. Group 2: Carbon Benefit Functionality - Users can accumulate carbon credits by engaging in low-carbon activities such as subway commuting, cycling, and walking, which can then be exchanged for digital RMB [2][3]. - The app automatically records users' carbon reduction amounts and quantifies them into carbon credits, which can be viewed as a "digital savings account" for green behavior [3][6]. Group 3: Partnerships and Implementation - The initial partners for the "Carbon Benefit" program include Metro, Hello Bike, and T3, with specific carbon credit accumulation rates per kilometer for each mode of transport [3][4][5]. - Users must authorize the app to access necessary personal information to ensure accurate attribution of carbon assets [7]. Group 4: Broader Implications and Future Developments - The introduction of the "Carbon Benefit" program is part of a broader initiative to create a low-carbon society, making environmental contributions tangible and economically beneficial for the public [9][11]. - The digital RMB app's integration of the "Carbon Benefit" program signifies a shift towards a national-level financial technology application ecosystem, building on local innovations [11].

党的作风就是党的形象，关系人心向背，关系党的生死存亡。风腐交织是现阶段党风廉政建设和反腐败斗争要 着力解决的突出问题。要坚持正风肃纪反腐相贯通，深入推进风腐同查同治，以"同查"严惩风腐交织问题， 以"同治"铲除风腐共性根源，以"查""治"贯通阻断风腐演变。 电视专题片《一步不停歇 半步不退让》第一集《纠风治乱为民》，讲述纪检监察机关不断加大风腐同查同治 力度，锲而不舍落实中央八项规定精神，严肃查处违规吃喝背后的团团伙伙、请托办事和利益输送，集中整治 群众身边不正之风和腐败问题，让群众真切感到正风反腐加力度、清风正气在身边。总台央视综合频道1月11 日晚8点档播出，央视新闻新媒体平台同步播发。 不正之风是滋生腐败的温床。有的干部就是在作风问题上失守，逐渐走上腐化堕落的道路。 其中，专题片将披露农业农村部原党组书记、部长唐仁健案。 唐仁健（农业农村部原党组书记、部长）：纪律和规矩，要真当回事，真不要侥幸，但现在都是成为悔之晚矣 的事情。 中央纪委国家监委第八监督检查室副主任周典：唐仁健案的行贿人主要来自于唐仁健的日常吃喝玩乐圈，（唐 仁健的问题）也是腐败问题和作风问题相伴相生、相互传染的恶性循环。 来源：央视新闻 ...