Economic Development Goals - The economic growth target for 2026 is set around 5%, a decrease from the previous year's target of "above 5%" [2] - Tibet has the highest growth target at approximately 7%, while Jiangxi is the only province to raise its target to 5%-5.5% [2] - The adjustment in targets reflects a pragmatic approach to enhance economic quality amid challenges such as local debt and real estate market adjustments [2] Pre-prepared Food Standards - The National Health Commission has released a draft national standard for pre-prepared foods, aiming to clarify definitions and management scope [4] - The standard emphasizes strict management of food additives and pollutants, aiming to rebuild consumer trust in the pre-prepared food industry [4] - The introduction of these standards is expected to promote high-quality development in the pre-prepared food sector [4] AI Applications and Market Dynamics - WeChat has restricted the use of AI application commands in its platform, reflecting competitive tensions in the tech industry [6] - The rapid influx of users to AI applications has led to server issues, indicating a need for better infrastructure to support high demand [6] - Concerns remain regarding the integration of AI applications in financial transactions, highlighting user hesitance [7] Meituan's Acquisition of Dingdong Maicai - Meituan announced a plan to acquire Dingdong Maicai for approximately 50 billion RMB, enhancing its supply chain capabilities [8] - Dingdong Maicai's business model focuses on rapid delivery through a network of small warehouses, which aligns with Meituan's operational strategy [8] - The acquisition is seen as a strategic move to strengthen market position amid increasing competition in the instant retail sector [9] Amazon's Capital Expenditure Plans - Amazon plans to increase its capital expenditure to $200 billion by 2026, reflecting aggressive investment in cloud services and AI technology [10][11] - The company's fourth-quarter sales reached $213.4 billion, with a 14% year-over-year growth, indicating strong performance [10] - Concerns arise regarding the sustainability of such high capital expenditures amid rising financing costs for tech companies [11] NIO's Quarterly Profitability - NIO announced its first quarterly profit, projecting adjusted operating profit between 700 million to 1.2 billion RMB for Q4 2025 [12][13] - The company achieved a 96.1% year-over-year increase in vehicle deliveries in January, indicating strong demand for its high-end electric models [13] - Despite achieving profitability, challenges remain due to reliance on specific models and rising costs in the supply chain [13] Bitcoin Market Volatility - Bitcoin experienced a 12% drop, reaching a 16-month low of around $63,000, with a total market cap decline from $2.48 trillion to $1.27 trillion [14][15] - The significant price drop has triggered concerns about market sentiment and potential further sell-offs if key psychological levels are breached [14] - Bitcoin's volatility is seen as a reflection of broader market risk appetite and liquidity conditions [15] Stock Market Performance - The stock market showed fluctuations with the Shanghai Composite Index closing down 0.25%, amid a trading volume of 2.15 trillion RMB [16] - Various sectors experienced mixed performance, with the chemical sector gaining while consumer stocks faced declines [16] - The market is currently in a phase of adjustment, with potential shifts in focus from growth to value stocks anticipated post-holiday [16]

点击图片▲立即收听 "AI 发展太快，专业用户太少。 " 文 /巴九灵（微信公众号：吴晓波频道） "一般200— 300人到场，但报名能到600— 700人，有时能超过800人。" 孙璐怡是一个AI创业社区EPIC的负责人，他们在全球多个城市组织AI创业者活动，每年60场左右，经常爆满。 以小巴近期参加的一场在杭州举办的活动为例： 从门口到会场中心，挤满了年轻人，两边密集安排着各类AI初创产品展台，有专人或多人负责介绍，不少展台出现滔滔不绝的讨论，气氛热烈。 短短一个下午，包括远程连线硅谷投资人到现场嘉宾、创业者轮番上台演讲、讨论，分享人不下二十位，多为业内知名人士，信息量密集。 这是当下AI创业热潮中的一个切片。 不少大厂干劲十足：字节跳动、阿里巴巴、腾讯，动作频频，一场春节"红包"大战即将拉开大幕。 与此同时，大量普通创业者涌入AI赛道。 2025年9月，中国工业和信息化部副部长辛国斌披露：中国人工智能企业超5000家，是五年前1454家的 3倍多。 图源：中国政府网 小巴与他们中的多位交流后，一些初步画像浮出水面。 三类初创者画像 草根、大厂、高校背景，都还在疯狂试错 Eason像一个AI创业时代的"游 ...

点击图片▲立即购买 市场监管总局对外卖补贴战划红线 2025胡润中国500强榜单发布 2月5日，胡润研究院发布《2025胡润中国500强》，列出了中国500强非国有企业，按照企业价值进行排名。榜单显示，台积电价值增长3.5万亿 元，以10.5万亿元再度蝉联中国价值最高的民营企业；腾讯价值增长1.9万亿元，以5.3万亿元稳居第二；字节跳动价值增长1.8万亿元，以3.4万 亿元保持第三。 2月5日，国务院新闻办公室举行新闻发布会。国家市场监督管理总局网络交易监督管理司司长朱剑桥表示，针对去年以来外卖行业出现的"口水 仗""补贴战"等扰乱市场竞争秩序的问题，总局对主要外卖平台企业加强调研指导，及时开展行政约谈、划出监管红线，推动外卖平台规范促 销、理性竞争、守法经营。 下一步，市场监管总局将继续从压实平台主体责任、健全监管制度机制、强化监管执法约束、加快智慧能力建设等方面来完善平台经济监管，统 筹运用挂牌督办、提级管辖、指定管辖等机制手段，组织查办并曝光一批网络交易的典型案件，进一步规范网络交易行为、维护公平竞争秩序， 推动平台经济在服务高质量发展大局中发挥更大作用。（澎湃新闻） ｜点评｜ 去年外卖行业的补贴战沸沸 ...

文 / 蓝狮子图书（微信公众号：吴晓波频道） 当 AI 技术从实验室快速走向日常生活，我们正见证一个关键的转折：人工智能不再只是科技 巨头的 " 专属领域 " ，而开始成为每个人触手可及的生产力伙伴。 2026 年 1 月 28 日，由蓝狮子图书与吴晓波频道联合打造的 " 百万粉丝知识博主年度书单 " 系 列直播迎来收官。这是第十期直播，我们以 "2026 科技催生哪些创业新窗口 " 为主题。 在 长 达 四 小 时 的 深 度 对 谈 中 ， 我 们 邀 请 了 包 括 津 津 乐 道 播 客 网 络 创 始 人 朱 峰 、 央 视 科 学 顾 问"Alex 包老师"账号主理人包坤、复旦大学中国研究院副研究员刘典在内的三位专家学者，分 别从" 商业实践 "" 认知进化 " 与 " 全球战略 " 三大视角，拆解 AI 时代的创业逻辑与生存法 则，直播期间，老师们还给观众们分享了三本硬核好书。 今天的文章，我们就来回顾这场直播的精华内容吧。 朱峰强调，这种方案无法与大型企业成熟的系统相比，但足够给小餐馆实现降本增效了。 这正是 AI 赋能 " 末梢商业 " 的核心 —— 不需要复杂的系统，只需要解决一个具体问题 ...

Core Viewpoint - The article discusses the "old-for-new" housing policy initiated in Shanghai, which aligns with the core task of "de-stocking" in the real estate sector, aiming to stabilize prices and support the replacement of old and dilapidated housing [2][8]. Summary by Sections Policy Implementation - On February 2, Shanghai launched a program to acquire second-hand houses for use as rental housing, with initial pilot areas in Pudong, Jing'an, and Xuhui districts [3]. - The process involves homeowners selecting a new home, followed by a third-party evaluation of their old home, allowing for a streamlined transaction [4]. Key Features of the Pilot Program - The program prioritizes homes with strong replacement intentions, with funding regulated in a "housing ticket" format to ensure proceeds from selling old homes are used to purchase new ones [5]. - The focus is on acquiring lower-priced "old and dilapidated" homes, specifically those built before 2000, under 70 square meters, and priced below 4 million yuan [6]. - The program emphasizes acquiring properties in desirable locations, particularly near industrial parks, commercial areas, and transit stations, which are in high demand for rental housing [6]. - The government is the primary buyer of these second-hand homes, with public rental housing companies in each district responsible for the acquisitions [6]. Market Context and Implications - By June 2024, over 70 cities had implemented similar policies, but without significant momentum. The 2025 Central Economic Work Conference reiterated the need for "de-stocking," highlighting the urgency of the situation [7]. - The "old-for-new" policy is seen as a crucial measure to address the high inventory of new homes, with the average de-stocking cycle for new residential properties in 100 cities projected to reach 28.7 months by the end of 2025 [7][8]. Market Data and Trends - Data from the Shanghai housing market indicates that the average transaction price for eligible second-hand homes is significantly lower than the overall market average, with a total average price of 255 million yuan for qualifying homes [9]. - The average negotiation space for these homes is around 8.3%, with a transaction cycle of approximately 126 days, indicating a slower market for these properties [9]. Regional Variations and Other Initiatives - Other cities, such as Nanjing and Hangzhou, have also launched "old-for-new" initiatives, each with specific criteria for the types of homes eligible for the program [10][11]. - Different cities have varying focuses, with first-tier cities emphasizing urban renewal and second- and third-tier cities focusing more on de-stocking and financial incentives [11]. Challenges and Considerations - Experts have raised concerns about the challenges of acquiring second-hand homes compared to new inventory, noting the complexities of negotiations with individual homeowners [14]. - The sustainability of funding for these initiatives is questioned, as the rental yield in Shanghai remains below 2%, raising concerns about the financial viability of government acquisitions [14]. - The article emphasizes the importance of transparent processes and fair pricing in the evaluation of old homes to ensure a balanced outcome for both sellers and buyers [20][21].

点击图片▲立即购买 中央一号文件继续聚焦三农问题 2月3日，《中共中央 国务院关于锚定农业农村现代化扎实推进乡村全面振兴的意见》向社会公布。这是党的十八大以来，中央连续出台的第14 个指导"三农"工作的一号文件，是又一个以推进乡村全面振兴作为主题的一号文件，也是"十五五"首个中央一号文件。《意见》全文共六个部 分，包括：提升农业综合生产能力和质量效益、实施常态化精准帮扶、积极促进农民稳定增收、因地制宜推进宜居宜业和美乡村建设、强化体制 机制创新。 今年指导"三农"工作的一号文件有不少新的提法，如近10年来首次提出"实施粮食流通提质增效项目"，"机器人"也是近10年来首次进入中央一号 文件，而在脱贫攻坚5年过渡期结束后，中央一号文件也首次提出"常态化精准帮扶"概念。（每经网） ｜点评｜ 中央"一号文件"连续多年聚焦"三农"议题，已成为中国高度重视该领域的标志性符号。从早期的促增产、保增收，到如今的乡村振兴 和建设农业强国，"一号文件"根据国内"三农"情况在不同时期的不同特征，高屋建瓴地提出了前瞻性意见。今年是脱贫攻坚5年过渡期结束，帮 扶工作进入常态化阶段的第一年，《意见》健全帮扶体系，将防止返贫转为长期制度性 ...

刚从合肥调研回杭的吴老师，应邀前往由阿里云瓴羊主办的 " 进化吧，同行者 "——Data×AI 超级公司年会暨第三届数据同学会。 杭州城东的湘湖，被本地人视作避开西湖喧嚣、寻求精神休憩的 " 第二曲线 " 。 而此刻， 80 名来自各行各业的 "O" 们（ CTO 、 CEO 、 CMO 、 CIO 等）集聚于此，为了勾勒出 AI 时代下的 " 第二曲线 " 。 今年，触发这条曲线的关键词，是 " 超级公司 " 。 当前，人工智能时代已从生成式 AI ，大步走进以人与 Agent 协同的时代，以此为蓝本所打造的超级公司，自然成了业内追逐的热门议题。 文 / 飞机 " 在过去的很多年里，我们先是实现了 ' 后发跟进 ' ，继而展开 ' 弯道超越 ' ，而在人工智能时代，我们有可能完成第三个任务，那便是 ' 升级领 跑 ' 。 " " 我始终相信，只有在中国，只有靠在座各位的推动，才能让 AI 得到真正的应用。 " 2026 年 1 月底的一个周末，冬雨阵阵。 对吴老师而言，这也并不算一个陌生的场域。 作为三十多年经验的企业史研究者， " 工厂是他的第二书房 " ，多年来，他一直坚持用脚步丈量企业，由此，宏观的分 ...

点击按钮▲立即收听 " 乡村的现代化，不是 ' 复制城市 ' 的同质化改造，而是 ' 有根的现代化 ' 。 " 文 /巴九灵（微信公众号：吴晓波频道） "我现在是吴忠市的劳模，然后是高级农艺师，这个职称还比较高，是一个副高了。"提起自己这些年的成就，牛庆磊的语气中带着一丝腼腆的自 豪。 牛庆磊是宁夏吴忠市盐池县人， 90后。2013年，牛庆磊从部队退役。此后，他返校复学。2015年，他完成学业后，选择回到老家做电商创业，卖 老家的特产，盐池滩羊肉。 盐池滩羊，自古有名。早在唐朝，盐州羊肉就名扬长安城。白居易在《城盐州》中曾写道： "昼牧牛羊夜捉生，长去新城百里外"，由此也勾勒出 这片土地特有的农牧风情。 然而在当年，宁夏滩羊的销售仍以传统渠道为主，大多供给饭店或经由线下采购。在网上卖滩羊肉，对当时的老一辈人来说，好比天方夜谭。 滩羊生产线 谈到这里，牛庆磊语气中暗含一丝无奈。 "家人都不认可，我爸还说我是'空中造飞机场'，胡闹。" 但从对电商一窍不通的西北娃，到今天每年能在网上卖出一万头滩羊的家乡电商代表，这么些年，牛庆磊终究还是赤脚双拳，把路给趟出来了。 一个青年的选择 "我等下还要赶着去屠宰场拉羊回来。" ...

Core Viewpoint - The article discusses the emergence of a new entrepreneurial era driven by AI and global expansion, emphasizing the importance of mentorship and investment in early-stage startups [5][6][38]. Group 1: AI Super Trend - The current era is identified as a "ChatGPT moment," marking a significant opportunity for entrepreneurship that could last for approximately 15 years [6][10]. - The belief is that future great companies will likely be founded by small teams today, capitalizing on the AI revolution [7][10]. Group 2: Coaching Camp Initiative - The Coaching Camp aims to support early-stage entrepreneurs by providing mentorship, investment, and resources, focusing on three main areas: AI applications, technology expansion, and smart manufacturing [13][14]. - The initiative is described as "spending money to support" entrepreneurs, with investment serving as an entry ticket for selected startups [21][24]. Group 3: Technology Expansion - The focus on "technology" in global expansion is due to China's leading position in several sectors, including consumer electronics, AI, and robotics, which allows companies to enter international markets without engaging in price wars [25][27]. - The article highlights that Chinese companies can leverage their technological advantages to create value in overseas markets [27][30]. Group 4: Entrepreneur Selection Criteria - The selection process for entrepreneurs emphasizes the importance of the founder's qualities, including judgment, execution ability, and resilience [31][33]. - The initiative seeks entrepreneurs who are genuinely passionate about their projects and have a clear understanding of their motivations for starting a business [36][38]. Group 5: Funding and Support Structure - The Coaching Camp plans to allocate a fund of 60 million yuan (approximately 8.5 million USD) to support around 10 promising teams, focusing on AI applications, technology expansion, and smart manufacturing [40]. - The application process for the first cohort will open on December 28, 2025, with a deadline for submissions by April 15, 2026 [40].

Group 1: US Manufacturing and Trade Developments - The US ISM Manufacturing PMI for January recorded at 52.6%, significantly above the expected 48.5%, marking a year-on-year increase of 4.7 percentage points, the fastest growth since 2022 [2] - Key sub-indices showed strong performance, with the New Orders Index at 57.1%, up nearly 10 points from the previous value of 47.7%, and the Employment Index reaching a one-year high of 48.1% [2] - The US and India reached a trade agreement reducing tariffs, with the US lowering its "reciprocal tariff" on India from 25% to 18%, while India will also reduce its tariffs on US goods, potentially increasing procurement of over $500 billion in US products [3][4] Group 2: Real Estate and Housing Market Initiatives - Shanghai has initiated a program to acquire second-hand housing for affordable rental projects, with financial support from local banks, aiming to stabilize the second-hand housing market [6] - Other cities like Hangzhou and Haikou are also implementing similar policies to support the real estate market, focusing on acquiring existing properties to convert into affordable housing [6] Group 3: Corporate Developments and Market Reactions - SpaceX announced the acquisition of AI startup xAI, with a projected valuation of $1.25 trillion, aiming to address the growing demand for computational power and energy in advanced AI systems [7] - Zhou Dasheng plans to engage in gold leasing business, allowing transactions up to 80% of its gold inventory, which is a common practice in the jewelry industry to mitigate price volatility [8][9] - The Hang Seng Tech Index briefly entered a technical bear market, dropping over 20% from its peak, influenced by market rumors regarding tax rate increases for internet companies [10][11] Group 4: Market Performance and Sentiment - On February 3, the Shanghai Composite Index and other indices saw gains, recovering from previous declines, with significant trading volume and a broad increase in stock prices across various sectors [14][15] - The market experienced volatility due to unfounded rumors affecting investor sentiment, but quickly rebounded as these rumors were debunked [15]