Core Viewpoint - Shanghai aims to enhance its economic growth and industrial capabilities through strategic initiatives, including the establishment of an AI Youth Entrepreneurship Fund and increasing the application density of industrial robots to 600 units per 10,000 people by 2025 [1][3]. Economic Growth Targets - By 2025, Shanghai's GDP is projected to reach 5.67 trillion yuan, reflecting a growth of 5.4% from the previous year, with a target of around 5% growth for 2026 [1]. - The city's industrial output value exceeded 4 trillion yuan in the past year, with a forecasted increase of 5.1% in industrial added value by 2025 [3]. Industrial Development - Shanghai plans to establish 500 advanced intelligent factories and create 200 green manufacturing enterprises during the "14th Five-Year Plan" period [1]. - The proportion of emerging manufacturing industries in Shanghai has increased from 40% to 45% over the past five years, with leading industries' share rising from 7.8% to 12.4% [3]. AI and Innovation - Shanghai has seen significant advancements in the AI sector, with nearly 40 humanoid robots transitioning from labs to everyday life, and over one-third of returning overseas talents choosing to start their careers in Shanghai [1][5]. - The city is leveraging a 600 billion yuan national AI fund and a 225 billion yuan Shanghai AI mother fund to foster AI talent and support the establishment of AI application pilot bases in healthcare, finance, and manufacturing [5]. Future Industries - Shanghai is focusing on future industries such as brain-computer interfaces, quantum computing, and gene therapy, with plans to create a national brain-computer interface industrial cluster [7]. - A future industry fund of 15 billion yuan is being established to attract social capital for early-stage investments in hard technology and long-term projects [7]. Silver Economy - By the end of 2024, the elderly population in Shanghai is expected to exceed 37.6%, indicating significant potential for the silver economy [10]. - Initiatives such as the opening of silver-friendly stores and the establishment of technology platforms for elderly care are being implemented to enhance consumer experiences for the aging population [10][11].

Core Viewpoint - Alibaba's Qianwen App has extended the validity period of the Spring Festival free order card, enhancing customer engagement and driving sales during the holiday season [2]. Group 1: Free Order Card Extension - The validity of the Spring Festival free order card has been extended from February 23 to February 28, allowing customers to use it at Hema stores for various products [2]. - Hema stores nationwide have integrated with the Qianwen App, facilitating the use of the free order card for purchasing items like fish, vegetables, eggs, cakes, and New Year goods [2]. Group 2: Launch of Free Order Campaign - The "Spring Festival 3 Billion Free Orders" campaign was launched on February 6, inviting users to order free milk tea using AI technology [3]. - Following the campaign's launch, the Qianwen App experienced minor system failures, affecting some users' ability to access the campaign page, although the Q&A function remained operational [3]. Group 3: Order Volume and Response - Within three hours of the campaign's launch, milk tea orders exceeded 1 million, reaching 2 million in one hour and surpassing 5 million in five hours, with total orders hitting 10 million within nine hours [4]. - In response to the system issues, Alibaba stated that they are urgently allocating resources to ensure smooth operation [4].

中国银行党委坚决拥护党中央给予林景臻开除党籍处分的决定。 中国银行党委坚决拥护党中央给予林景臻开除党籍处分的决定中国银行党委坚决拥护党中央给予林景臻 开除党籍处分的决定近日，中国银行党委召开会议，传达中央纪委国家监委关于给予中国银行原党委委 员、副行长林景臻开除党籍处分、按规定取消其享受的待遇的决定。与会同志一致表示，坚决拥护党中 央决定，坚决拥护中央纪委国家监委决定，深刻汲取林景臻案件教训，以案为鉴、警钟长鸣，发扬彻底 的自我革命精神，以更高标准、更实举措推进全面从严治党。党委书记、董事长葛海蛟主持会议，党委 班子成员、中央纪委国家监委驻中国银行纪检监察组有关同志参加会议。 会议指出，党中央决定给予林景臻开除党籍处分，充分彰显了以习近平同志为核心的党中央持之以恒推 进全面从严治党、将反腐败斗争进行到底的坚定决心，充分体现了我们党有腐必反、有贪必肃、除恶务 尽的鲜明态度，充分释放了反腐败一刻不能停、半步不能退的强烈信号。全行各级党组织和党员干部要 切实把思想和行动统一到党中央决定精神上来，不断提高政治判断力、政治领悟力、政治执行力，坚定 拥护"两个确立"，坚决做到"两个维护"。 会议强调，全行各级党组织和党员 ...

国家税务总局近日发布《关于2025年度个人所得税综合所得汇算清缴预约办理时间的通告》。 通告明确，2025年度个人所得税综合所得汇算清缴办理时间为2026年3月1日至6月30日，税务部门将为纳税人提供预约 办理服务。纳税人需在3月1日至3月20日期间办理的，可以自2月25日起通过个人所得税App提前预约；3月21日至6月30 日期间，纳税人无需预约，可以随时办理。 什么是年度汇算 年度汇算是指年度终了后,纳税人需汇总工资 薪金、劳务报酬、稿酬、特许权使用费等四项综 合所得合并计税,向税务机关办理汇算并结清 应退或应补税款。 具体计算公式如下 无需办理汇算的情形 纳税人在纳税年度内已依法预缴个人所得税 目符合下列情形之一的，无需办理汇算: 1 年度汇算需补税但综合所得收入全年不超过 12万元的; 2 年度汇算需补税金额不超过400元的; 3 已预缴税额与汇算实际应纳税额一致的; 4 符合年度汇算退税条件但不申请退税的。 @国家税务总局 综合自：国家税务总局 责 编：李 丹 校 对：刘 星 莹 版 权 声 明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任 ...

海南航空控股股份有限公司（简称"海南航空"）2月7日发文称，2月6日，公司HU492（布鲁塞尔—北京）航 班因机械故障原因返航，机组严格按照程序处置，航班已于北京时间当日21:17安全降落在布鲁塞尔机场。 公司将妥善做好旅客服务保障工作，确保旅客安全抵达目的地。由此给各位旅客造成的不便，公司深表歉 意。 据民用航空网此前消息，当地时间2月6日，海南航空一架执行布鲁塞尔至北京航线的HU492航班，起飞后不 久因驾驶舱风挡出现破裂故障，机组果断采取紧急处置措施，放油后安全返航布鲁塞尔机场，航班随后取 消，机上旅客及机组人员均平安，无人员伤亡情况报告。 最新通报。 综合自：海南航空、民用航空网 责编：李丹 校对：刘星莹 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律 责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 央 行连续第15个月增持黄金 丨 伊朗突发！特朗普下令，加征25%额外关税！ ...

Core Viewpoint - The A-share film and cinema sector is experiencing significant movement as the Spring Festival approaches, with a notable rebound in stock prices and a strong performance from key companies in the industry [3][4]. Industry Overview - The Spring Festival box office plays a crucial role in the annual film market, having evolved into a key period for major film releases. The box office for the Spring Festival has consistently exceeded 6 billion yuan since 2021, accounting for over 12% of the annual box office [6][7]. - In 2025, the Spring Festival box office surpassed 9.5 billion yuan, marking a fourfold increase from 2015 and representing over 18% of the total annual box office [7]. Upcoming Releases - Six films are scheduled for release on the first day of the Lunar New Year in 2026, showcasing a diverse range of genres and star-studded casts. These films include "Fast and Furious 3," "Panda Plan: Tribal Adventure," and "Silent Awakening," among others [10][11]. - The films feature prominent actors and directors, with "Fast and Furious 3" being directed by Han Han and starring popular actors like Shen Teng and Yin Zheng [10][11]. Company Performance - Companies involved in producing the upcoming Spring Festival films have seen significant stock price increases, with an average rise of 33% since the beginning of 2026. Notably, Hengdian Film's stock has more than doubled [15][16]. - Hengdian Film reported a turnaround in profitability, with a projected net profit of 130 million to 180 million yuan for 2025, driven by market recovery and strong film performance [15]. - Light Media anticipates a net profit increase of up to 550.65% for 2025, reflecting substantial growth in film and related business revenues [15]. Financing Trends - Among the seven companies involved in the Spring Festival films, four have seen an increase in financing balances compared to the end of the previous year, with Hengdian Film's financing balance rising by over 62% [15][16].

Core Viewpoint - The People's Bank of China has continued to increase its gold reserves, reflecting a strategic shift towards diversifying its foreign exchange reserves and enhancing the safety and stability of its reserve assets [6][7]. Group 1: Foreign Exchange Reserves - As of the end of January 2026, China's foreign exchange reserves reached $339.91 billion, an increase of $41.2 billion from December 2025, marking a rise of 1.23% and a ten-year high [1]. - Since July 2025, China's foreign exchange reserves have been on a continuous upward trend, remaining above $3.3 trillion for six consecutive months [1]. - The increase in foreign exchange reserves is attributed to factors such as the depreciation of the US dollar index and rising global financial asset prices, influenced by major economies' fiscal and monetary policies [4]. Group 2: Gold Reserves - By the end of January 2026, China's official gold reserves stood at 74.19 million ounces, an increase of 40,000 ounces from December 2025, marking 15 consecutive months of gold accumulation by the central bank [1][7]. - The central bank has been gradually increasing its gold reserves since March 2025, with a total addition of 860,000 ounces over the past year, maintaining a monthly increase of less than 100,000 ounces [7]. - The rising demand for gold as a safe asset globally has led to an increase in central banks' gold allocations, with China's strategy reflecting a focus on enhancing the proportion of "non-credit assets" in its foreign exchange reserves [7].

据央视新闻，当地时间2月6日消息，美国总统特朗普拒绝为种族主义视频道歉，称自己只观看了这 段视频的前半部分，并没有看到包含冒犯性内容的最后几帧画面。 特朗普的社交媒体账号5日夜间发布一段涉及前总统奥巴马及其夫人米歇尔的视频片段。 视频中存在两 个灵长类动物的画面，它们的脸被剪辑成了奥巴马及其夫人米歇尔的笑脸。该视频片段涉嫌种族歧视， 引发各方强烈不满和谴责。 白宫方面6日将视频删除，距其发布已过去10余小时。 特朗普表示，他看完视频前半部分后，就把视频传给了一名工作人员，他认为这名工作人员应该把视频 看完。特朗普表示："有人疏忽了，漏掉了很小一部分。"在记者的追问下，特朗普表示他谴责视频中带 有种族主义色彩的部分。 但当被直接问及是否会道歉时，特朗普拒绝了，称："不，我没有犯错。" 特朗普社媒账号发布该视频片段后，各方即刻表达强烈不满和谴责。 数名资深共和党籍参议员指责此 举涉嫌种族主义，呼吁将视频片段删除。参议院唯一的非洲裔共和党籍参议员、参议院共和党中期选举 竞选委员会主席蒂姆·斯科特在社交媒体上发帖称："这是我所见过白宫里最种族歧视的事情。总统应该 把它删除。"密西西比州共和党籍参议员罗杰·威克说，该视 ...

Core Viewpoint - UBS Group significantly reduced its holdings in major tech stocks during the fourth quarter of last year, with only a slight increase in Meta among the "Magnificent 7" tech stocks [1][3]. Group 1: Holdings and Changes - UBS disclosed a 5.65% decrease in the market value of its securities, totaling $616.68 billion as of the end of 2025 [1]. - The top five holdings of UBS include Nvidia ($14.45 billion), Microsoft ($13.56 billion), Apple ($12.11 billion), Broadcom ($8.23 billion), and Amazon ($7.99 billion), collectively accounting for 14.52% of the investment portfolio [3]. - In Q4, UBS reduced its holdings in Nvidia by 10.47% (10.04 million shares), Apple by 10.57% (5.27 million shares), Microsoft by 7.64% (2.32 million shares), Google by 9.05% (2.21 million shares), Amazon by 4.57% (1.66 million shares), and Tesla by 15.09% (0.71 million shares) [3]. Group 2: Financial Performance - UBS reported Q4 total revenue of $12.1 billion, exceeding the previous year's $11.6 billion and meeting analyst expectations [6]. - The net profit attributable to shareholders increased by 56% year-over-year to $1.2 billion, surpassing the analyst estimate of $919 million [6]. - Wealth management business saw a net inflow of $8.5 billion, significantly lower than the expected $27.4 billion, with a notable outflow of $14.1 billion from the U.S. wealth management sector [6]. Group 3: Future Outlook - UBS's CEO indicated that net new assets in the Americas wealth management division are expected to turn positive in 2026, although challenges are anticipated in the first half of 2026 [7]. - UBS's investment banking division contributed significantly to the overall profit, with a 34% increase in operating profit driven by market volatility [7].

伊朗突发。 当地时间2月6日消息，美国白宫发表声明表示，美国总统特朗普当天签署行政命令，对与伊朗有贸易往来的国家征收关税。 声明表示，自本命令生效之日起，对进口到美国的商品，如果其来自直接或间接从伊朗购买、进口或以其他方式获取商品及服务的国家，可以加征额外从 价关税，例如25%。 此外，美国国务院当天还表示，将对与伊朗原油、石油产品或石化产品交易相关的15家实体以及2名个人实施制裁，并认定14艘船只为涉伊朗石油及相关 产品运输的实体资产。 特朗普称，伊朗想达成协议。"我们有大量时间"达成协议。特朗普重申伊朗不能拥有核武器。 美国国务院发表声明称，美政府正在对伊朗实施"极限施压"，以大幅减少伊朗政府的"非法石油和石化产品出口"。 值得一提的是，伊朗和美国6日在阿曼首都马斯喀特举行间接谈判。这是2025年6月美国空袭伊朗核设施之后美伊两国开展的首轮核谈判。 当地时间2月6日晚，在当天举行的美伊核谈判结束后，伊朗外交部长阿拉格齐离开阿曼首都马斯喀特。 据悉，阿拉格齐在当天谈判结束后接受采访时表示，伊朗代表团必须返回德黑兰就"关键问题"进行磋商，并为未来的谈判做好准备。 同日，特朗普表示，下周美国将再次与伊朗谈判。 ...