美联储"按兵不动"。 北京时间1月29日凌晨3点，美联储宣布，将联邦基金利率区间维持在3.50%—3.75%不变，符合市场普遍预期。这是美联储自2025年9月起连续三次会议降息后首次 暂停行动。美联储决议公布后，美元指数大幅拉升，日内一度大涨超1%，美股三大指数波动不大。贵金属全线大涨，现货黄金大涨4.5%，站上5400美元/盎司；现 货白银大涨4.2%，报116.6美元/盎司。 随后，美联储主席鲍威尔在新闻发布会上的讲话也释放了诸多政策信号。他表示，如果看到"关税通胀"触顶后回落，将可以进一步放松政策， 加息并非是任何人对 下一步行动的基本假设。 据CME"美联储观察"，截至发稿，美联储到3月降息25个基点的概率为13.5%，维持利率不变的概率为86.5%；美联储到4月累计降息25个基点的概率为24.1%，维持 利率不变的概率为74%，累计降息50个基点的概率为2.0%。 美联储宣布 美东时间1月28日，美联储联邦公开市场委员会(FOMC)发布了最新的利率决议，将联邦基金利率目标区间维持在3.50%—3.75%不变，符合市场预期。 在此之前，美联储已分别在连续三次会议（去年9月、10月和12月）上降息25个 ...

据法新社1月28日报道，东京大学官方于28日公开道歉。此前该校出现了第二起医学教授因在东大工作期 间受贿被捕的事件。 百万用户都在看 利好突袭！马斯克，重大宣布！欧盟也有大动作！事关商业航天 直线拉升！光刻机巨头，传来重磅利好！AI，再度引爆！ 突发！超2900架次航班，紧急取消！这一品种狂飙70%！特大风暴，突袭美国 跨界并购！牛股尾盘，封死涨停！A股又一信号闪现 尾盘异动！A股，三大信号"闪现" 上周，东京警方逮捕了该校皮肤病学教授佐藤伸一，他涉嫌接受昂贵的餐点、光顾女招待俱乐部，甚至接 受性服务。 东京大学校长藤井辉夫在新闻发布会上表示："作为一所教育和研究机构，我们严重辜负了社会的信任， 我们致以最深切、最诚挚的歉意。"他承诺将对学校进行改革。 报道称，去年11月，该校的一名整形外科医生被捕，据称其接受了一家医疗设备制造商的贿赂。 佐藤涉嫌接受总部位于东京的日本化妆品协会的各种好处，该集团正在探寻将大麻二酚（CBD）用于护肤 品的商业机会。 据《朝日新闻》报道，日本化妆品协会希望开展一项关于CBD的联合研究，欲利用东大的声望展示该产品 在改善肤质方面的效用。 藤井辉夫还承认，东京检方正在调查一名曾与佐 ...

Core Viewpoint - The public fund management industry in China is experiencing significant growth, with total net asset value reaching 37.71 trillion yuan by the end of December 2025, marking a continuous increase for nine months and a monthly growth of 695.748 billion yuan [1][3]. Fund Categories Summary - **Equity Funds**: The net value increased from 5.8 trillion yuan in November to 6.05 trillion yuan in December, contributing 330.3 billion yuan to the overall growth [4]. - **Bond Funds**: The net value rose from 10.52 trillion yuan to 10.93 trillion yuan, with a monthly increase of 412 billion yuan, becoming the main driver of growth [6]. - **Money Market Funds**: Experienced a decline of approximately 153.6 billion yuan in December, indicating a weakening advantage as equity markets improve [6]. - **Mixed Funds**: Despite a slight decrease in shares, the net value increased from 3.6 trillion yuan to 3.68 trillion yuan [4]. - **Fund of Funds (FOF)**: Saw a monthly increase of over 8.8 billion yuan, with total assets surpassing 240 billion yuan, reaching a historical high [4][5]. Market Outlook - The equity market is expected to remain optimistic in 2026, driven by strong expectations of RMB appreciation and increased foreign investment, although a shift from valuation expansion to profit expansion is anticipated [4]. - The bond market is expected to exhibit dual-directional volatility, with limited risks of significant interest rate hikes due to prior pricing of strong expectations [6]. - The public fund industry is projected to continue its growth trajectory, potentially reaching 40 trillion yuan by 2026, supported by a robust customer base and favorable market conditions [6]. Incremental Capital Expectations - In the context of deposit migration to the market, the expected incremental capital for A-shares in 2026 is around 3 trillion yuan, with potential public fund incremental capital space estimated at 877.267 billion yuan [7].

Core Viewpoint - The proposal to implement a 4.5-day workweek in Jilin Province aims to boost local tourism and consumption by allowing more time for short trips during weekends [1][2]. Group 1: Proposal and Implementation - The suggestion is to allow schools and enterprises to adopt a half-day off on Fridays, creating a total of 2.5 days off for leisure activities [2]. - This initiative is seen as a way to elevate ice and snow consumption levels, potentially benefiting the local economy [2]. - Similar proposals for a 2.5-day weekend have been discussed in various regions since 2020, indicating a growing trend towards flexible work arrangements [5][7]. Group 2: Government and Corporate Responses - Multiple provinces, including Hebei, Jiangxi, and Zhejiang, have issued documents encouraging the implementation of a 2.5-day workweek [8]. - Some companies have begun experimenting with this model, such as a tech firm in Fujian that announced a 4.5-day workweek and extended holiday periods [9]. Group 3: Legal and Social Considerations - Legal experts emphasize that the 2.5-day workweek should align with existing labor laws and be implemented as a flexible arrangement rather than an increase in total vacation days [10]. - Scholars argue that more rest time reflects social progress and can enhance tourism consumption and overall happiness, but caution that equitable benefits across different types of employers need to be considered [11].

Group 1 - The article discusses the deployment of a significant U.S. naval fleet towards Iran, with President Trump indicating that this move aims to bring Iran back to the negotiating table for a fair agreement regarding nuclear weapons [1] - The U.S. Central Command announced the deployment of the USS Abraham Lincoln aircraft carrier strike group to the Middle East, highlighting the military escalation in the region [1] - Iranian President Pezeshkian declared a state of emergency to ensure the supply of essential goods and maintain government operations in the event of an attack from the U.S. or Israel [2][3] Group 2 - The Iranian government is decentralizing authority to provincial governors to expedite decision-making and prevent delays in policy implementation during the emergency [2] - Iran's permanent mission to the United Nations expressed readiness for dialogue but emphasized the defense of its interests if pressured [4]

Core Viewpoint - The article discusses the disciplinary actions taken against several senior officials of state-owned banks in China, highlighting the ongoing crackdown on corruption within the banking sector, particularly focusing on the case of Feng Jianlong, a former senior executive of Agricultural Bank of China [1][2][3]. Summary by Sections Disciplinary Actions - Feng Jianlong, former chief expert and party secretary of Agricultural Bank of China Zhejiang branch, was expelled from the party and is under criminal investigation for serious violations of discipline and law [1]. - Since 2026, multiple senior officials from state-owned banks have faced similar disciplinary actions, including Wang Guobiao, Gao Qiang, and Chen Kunyong, all of whom were expelled from the party and public office [1][4]. Corruption Allegations - Feng Jianlong is accused of losing his ideals and beliefs, resisting organizational scrutiny, and engaging in superstitious activities. He violated central regulations by accepting banquets, misusing service vehicles, and seeking special treatment for himself and his family [2][3]. - He also allegedly engaged in illegal activities such as obtaining large returns through private lending, receiving substantial sums of money, and misusing his position for personal gain [3]. Broader Context of Corruption in Banking - The article notes that several other senior officials from the Zhejiang branch of state-owned banks have also been implicated in corruption, including Cheng Jun and Guo Xingan from Bank of China, and Shen Rongqin from Industrial and Commercial Bank of China [4][6]. - High Qiang's case is highlighted, where he was found to have lost his ideals, engaged in corrupt practices, and used his position to benefit others in loan approvals and financing [4][5]. Recent Developments - In 2023, several other senior officials from state-owned banks have been expelled for serious violations, including Chen Kunyong and Ge Chunyu, both of whom faced similar allegations of corruption and misconduct [6][7].

Group 1 - Elon Musk plans to schedule SpaceX's IPO for mid-June, coinciding with a rare planetary alignment and his birthday, aiming to raise $50 billion with a valuation of approximately $1.5 trillion, potentially making it the largest IPO in history [1][2][5] - The IPO is expected to generate significant demand from both institutional and retail investors, surpassing the previous record set by Saudi Aramco's $29 billion IPO in 2019 [2][3] - SpaceX has appointed major banks including Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley as lead underwriters for this significant transaction [3] Group 2 - The motivation behind Musk's push for the IPO is to secure funding for the development of the Starship rocket system aimed at reaching Mars, as well as to enhance SpaceX's competitive position in the AI sector [4] - SpaceX is also working on technology to deploy data centers in space, leveraging its Starlink satellite network, which consists of 9,400 satellites [4] - The IPO date in June reflects Musk's personal influence on corporate decisions, with some analysts suggesting that the timing is also linked to the upcoming planetary alignment [6] Group 3 - The Chinese commercial space sector is also making significant strides, with the China Aerospace Science and Technology Corporation emphasizing the importance of reusable rocket technology and planning to enhance its capabilities in commercial launches [7] - In 2025, China's commercial space industry is projected to maintain rapid growth, completing 50 launches, which accounts for 54% of the country's total space launches, with a significant number of commercial satellites being deployed [8] - The advancement of reusable rocket technology is expected to drastically reduce launch costs and stimulate demand for satellite deployment in various sectors, indicating a potential boom in China's commercial space industry [8]

数据显示，截至2024年底，全国60岁及以上老年人口达3.1亿，占总人口的22%，养老服务供需适配与质量提 升成为民生保障重中之重。而当前养老服务设施建设存在"落地难、成本高"的突出痛点，此次三部门联合出台 《若干措施》，旨在通过强化自然资源要素保障，降低养老服务机构建设和运营的制度性成本，充分释放存量 土地和房屋资源潜力。 降低用地成本，新建小区必须配建 《若干措施》聚焦"成本能降尽降"，从规划源头到供地环节多管齐下，构建低成本用地政策体系。规划层面， 明确养老专项规划纳入国土空间详细规划和"一张图"管理，推广土地混合开发与空间复合利用，允许非独立占 地养老设施与其他建筑兼容建设，从根本上削减单独占地成本；供地层面，对非营利性养老机构用地应保尽 保、依法划拨，免除土地出让金；对营利性养老用地全面推行长期租赁、先租后让等灵活模式，土地出让金可 分2年缴清，同时支持地方在不低于协议出让最低价的前提下，合理确定经营性养老用地出让底价，切实缓解 企业初期资金压力。 近日，自然资源部、民政部、国家卫生健康委联合印发《关于深化自然资源要素保障 支持养老服务改革发 展的若干措施》（以下简称《若干措施》），以"降低用地成本 ...

Core Viewpoint - The recent surge in international gold prices has led to a significant increase in A-share gold concept stocks, prompting multiple companies to issue risk warnings regarding their stock price volatility [1][2][3][4][5]. Group 1: Gold Price Movement - On January 28, the spot gold price reached a historical high, exceeding $5,300 per ounce, with a daily increase of 1.55% [1][7]. - Since the beginning of the year, spot gold has accumulated a rise of over 21% [7]. - Factors contributing to the gold price increase include a declining dollar and heightened geopolitical risks, leading investors to seek gold as a hedge against currency depreciation [7]. Group 2: Stock Performance and Risk Warnings - On January 28, over 30 gold concept stocks in A-shares experienced a surge, with the Tongdaxin gold concept index rising over 7% [2]. - Companies such as Baiyin Youse and Sichuan Gold have issued warnings about potential stock price declines due to significant short-term increases [2][3][4][5]. - Baiyin Youse reported that its gold and silver product revenues accounted for only 18.67% and 4.54% of total revenue, respectively, indicating a low dependency on these products despite the stock price surge [2]. - Sichuan Gold highlighted risks related to gold price fluctuations and its reliance on a single mining operation, which could impact its financial performance [4]. Group 3: Company Earnings Forecasts - Xiaocheng Technology expects a net profit of between 90 million and 130 million yuan for 2025, representing a year-on-year growth of 93.32% to 179.24%, attributed to increased gold production and favorable market conditions [6]. - Hunan Silver anticipates a net profit of 285 million to 385 million yuan for 2025, with a growth rate of 67.88% to 126.78%, driven by significant increases in silver and gold production [6].

又一全年数据发布。 1月28日，上海市证券同业公会在官网披露2025年上海地区证券经纪业务分支机构经营简况，这座国际金融中 心的证券分支机构，全年斩获128.19万亿元A股交易额，较去年同期激增80.4%，2025年全年平均佣金率为 0.192‰，同比下降13.9%，即传统经纪业务面临量增价减的行业变局。 交易量猛增八成 截至2025年末，上海地区从事证券经纪业务的分支机构共计842家，其中包括分公司108家，营业部734家。 监管分类显示，A类机构54家，B类机构240家，C类机构440家。与往年相比，分支机构总数略有调整，反映 出行业在市场竞争中不断优化整合的趋势。 上海地区证券分支机构以仅占全国八分之一的机构数量，却贡献了全国近三分之一的交易量，市场份额从去年 的27.93%提升至30.98%，增加3.05个百分点。 2025年全年，上海地区分支机构A股交易量达到128.19万亿元，同比增加80.4%，同期全国沪深A股交易量为 413.8万亿元，上海地区占比30.98%，较上年上升3.05个百分点。 2025年全年上海地区分支机构营业收入达到364.84亿元，同比上升45.4%，增幅显著。 华南某分管财 ...