1月19日，人民日报发布评论文章《 危机面前，坦诚是最好的公关 》。 随后，@西贝XIBEI官方微博 转发评论文章，称 "西贝贾国龙一定对照反思，学习，改进"。 西贝关店事件:危机面前,坦诚是 ... 人民目报评论 十关温 t x = 人民目报再评 面前,坦诚是最好的公关| 筋斗云 进入专栏 来自专栏 筋斗云 日 140 品 739 [2 79 [ 7, 12 7 266 | 90 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 实时盯盘 VIP资讯 ...

Core Insights - The article highlights significant growth projections for two companies, with one expecting a 400% profit increase by Q4 2025 due to securing major orders in North America and partnerships with tech giants like ByteDance and Alibaba, benefiting from the rising demand in the AI power distribution sector [1] - The second company anticipates a doubling of its performance, exceeding expectations as it has successfully delivered precision components and received small batch orders for micro transmission modules, indicating a ramp-up in capacity to meet large-scale production demands [1] Group 1 - Company A is projected to achieve a 400% profit increase by Q4 2025, driven by new orders in North America and partnerships with major internet companies [1] - Company A is benefiting from the growth in AI supply and distribution demand [1] - Company B expects to double its performance, surpassing previous forecasts due to successful deliveries and new orders [1] Group 2 - Company B has implemented capacity expansion to meet the demands of large-scale production [1] - Company B's micro transmission modules have received small batch orders, indicating market interest and potential for growth [1]

Core Viewpoint - Michael Burry, a well-known short-seller, warns of an impending long-term downturn in the tech sector, particularly criticizing the current AI bubble and the excessive spending on data centers and microchips that will soon become obsolete [4][6]. Group 1: Investment Risks in AI - Burry highlights that major data center operators like Microsoft and Alphabet are wasting vast amounts of capital on technology that will soon be standardized, leading to no competitive advantage [6][7]. - He compares the current situation to a historical example involving a department store that invested in escalators, which did not yield lasting benefits, indicating that many AI facilities will face similar outcomes [7]. - Burry predicts a decline or stagnation in employment within the tech industry, suggesting a prolonged period of economic downturn [8]. Group 2: Critique of AI Companies - Burry criticizes Nvidia and Palantir, claiming that the market has a fundamentally flawed view of these companies, which he believes are overvalued and will eventually see significant declines [8][9]. - He describes Nvidia as a power-hungry, outdated solution that will struggle to maintain its position as competitors enter the market with more innovative approaches [8][10]. - Burry also points out that Palantir's CEO's defensive stance regarding Burry's short position indicates a lack of confidence in the company's future [9][10]. Group 3: Surprising Developments in AI - Burry expresses surprise that Google has faltered, allowing less competitive firms to seize opportunities in the AI space [11][12]. - He notes that OpenAI's ChatGPT has sparked a multi-trillion-dollar infrastructure race, likening it to a global investment frenzy in robotics [13][14]. - Lastly, he expected more energy-efficient chips to be prevalent by now, yet Nvidia continues to dominate the market [14].

中共中央政治局常委、国务院总理李强1月19日下午主持召开专家、企业家和教科文卫体等领域代表座谈会，听取对《政府工作报告》和 《"十五五"规划纲要（草案）》两个征求意见稿的意见建议。 座谈会上，明明、贺佳、闫俊杰、张智刚、龚旗煌、余晓晖、王拥军、周莉亚、石宇奇等先后发言。大家认为，去年面对复杂严峻的外部形 势，我们国家在稳增长、调结构、惠民生等方面推出很多务实举措，发展中的积极因素不断积累，取得的成绩实属不易。 上述与会发言的9人中， 明明是中信证券首席经济学家；贺佳是南开大学金融学院副院长、金融经济系系主任、教授；闫俊杰是Minimax创 始人；张智刚是国家电网有限公司董事长、党组书记；龚旗煌是北京大学党委副书记、校长；余晓晖是中国信息通信研究院院长、党委副书 记；王拥军是首都医科大学附属北京天坛医院院长、神经病学专家；周莉亚是舞蹈编导、舞者；石宇奇是羽毛球运动员。 公开信息显示， 明明， 中信证券首席经济学家、 中信证券研究部FICC首席分析师。 贺佳， 南开大学金融学院副院长、金融经济系系主任、教授。 研究领域包括房地产金融、家庭金融和消费金融。 张智刚， 现任第二十届中央候补委员，国家电网有限公司董事长 ...

Core Viewpoint - The public fund industry is entering a new stage of high-quality development, emphasizing the interests of investors, but there are still loopholes in the mechanisms binding fund managers' interests to those of investors [1][9]. Group 1: Fund Manager Operations - A fund manager from an insurance-backed public fund has profited significantly from investing personal funds in technology stocks, while the managed public fund is heavily invested in value stocks, leading to poor performance [2][4]. - The disparity in investment strategies between personal accounts and public fund products raises ethical concerns regarding the alignment of interests between fund managers and investors [3][4]. - Some industry insiders argue that fund managers may prioritize value stocks to mitigate volatility risks for investors, but the core issue remains the misalignment of interests due to differing investment strategies [3][4]. Group 2: Regulatory Environment - Different companies have varying compliance standards regarding fund managers' personal trading activities, with some prohibiting it entirely while others allow it under strict reporting procedures [5][6]. - The current regulatory focus is primarily on "trading similarity," leaving gaps in oversight regarding "differential operations" by fund managers [10]. - There are calls for improved regulatory measures, including transparency in fund managers' personal account holdings and self-audits by fund companies to address discrepancies in investment strategies [10][11].

浙江证监局今日发布一则行政处罚决定书，揭开了1988年出生的大V金永荣在公开荐股后实施反向交易，"抢帽子操纵"的内幕。 经查明，金永荣长期使用"金浤"账号在雪球平台发布荐股文章，并辅以在淘股吧、微信公众号、小红书等其他平台开通账号发文发帖宣传， 参与淘股吧实盘比赛以及直播分享选股逻辑等形式，积累名气和受众。截至2025年4月其雪球"金浤"账号粉丝数量超过10.7万人，2024年 9月至2025年4月期间发布帖文的单篇平均阅读量高达130万次，金永荣在证券投资领域具有较大知名度和影响力。 2024年9月2日至2025年4月16日， 金永荣知晓其荐股行为具有影响力 ， 在其雪球"金浤"账号公开发文评价、推荐"启迪环境""路维光 电""光华科技"等32只股票 ，并控制账户组在荐股后的当日或次日进行大量反向卖出交易。按当日及次日卖出口径计算， 交易金额合计 630,594,337.30元，违法所得合计41,623,864.21元。 根据金永荣违法行为的事实、性质、情节与社会危害程度，依据《证券法》相关规定，浙江证监局决定： 没收金永荣违法所得4162.39万元，并处以4162.39万元罚款； 对金永荣采取3年证券市场 ...

Core Viewpoint - The core issue in the Xibei store closure incident is not the pre-prepared food itself, but the lack of sincerity from the company [1][2]. Group 1: Company Response and Consumer Trust - The company leader, Jia Guolong, has repeatedly stated that he "does not understand public relations," indicating a misdirection in addressing the problem. Sincerity is essential for effective public relations, especially in times of crisis [2]. - Transparency and honesty towards consumers are crucial. Any attempt to hide information or provide misleading responses will lead to consumer backlash [2]. Group 2: Pre-prepared Food Industry - Pre-prepared food should not be viewed negatively. Promoting the standardization, transparency, and regulation of the pre-prepared food industry can ensure safer and higher-quality food for the population [3]. - Strengthening food safety regulations for pre-prepared food will enhance supply efficiency, hygiene standards, and stabilize flavors, ultimately lowering dining costs while ensuring food safety [3]. Group 3: Industry Practices - Restaurant businesses should not shy away from pre-prepared food but should openly label and promote it. The real issues to address are transparency of information, unified standards, fair pricing, and effective execution [4].

据央视新闻，当地时间19日， 日本首相高市早苗表示，将于23日解散众议院。 高市早苗称，考虑到目前自民党在国会众、参两院都没有占据过半数议席，此时宣布解散众议院、提前大选是为了"推行新的经济、财政政策，并且 更好地推行与联合执政的日本维新会的执政目标等"。 据此前消息，众议院选举日程预计为1月27日发布选举公告，2月8日进行投计票。日本舆论认为，距离上一次日本众议院选举仅仅过去了1年3个月， 高市早苗及自民党这是为谋求党派私利而滥用解散权，令人忧虑这将给未来的日本政治和民生带来负面影响。 ...

据市场监管总局消息，为加强反垄断和公平竞争政策宣传倡导，在全社会厚植公平竞争良好氛围， 国家反垄断局政务微信公众号、微博和抖音号经 过前期准备，今日上线开通。 国家反垄断局政务微信公众号、微博和抖音号名称均为"中国反垄断"，将紧密结合反垄断工作实际，开展权威发布、重要活动、政策解读、案件信 息、地方交流等，努力打造集"新闻资讯、信息发布、政策解读、执法公开、互动服务"于一体的全国性反垄断宣传服务平台。 ...

Group 1 - The National Development and Reform Commission will discuss the implementation of the Central Economic Work Conference and the promotion of a good start for the 14th Five-Year Plan during a press conference on January 20 [1] - The Ministry of Finance will introduce the role of proactive fiscal policy in promoting high-quality economic and social development in a separate press conference on the same day [4]