Core Insights - The 2026 "What Worth Buying" New Year Trend Report highlights a shift in consumer behavior towards interest-driven purchasing during the New Year festival, reflecting a more personalized and diverse approach to holiday shopping [1][3][4] Consumer Trends - Consumers are increasingly defining their New Year purchases based on personal interests, leading to a departure from traditional gift choices to more individualized selections such as vacations, pet gifts, and high-end food items [3][5] - The report indicates a significant rise in interest-driven consumption, with categories like digital devices, travel experiences, and health appliances gaining popularity [3][4] Product Performance - High-end products like the iPhone 17 Pro Max and Huawei Mate 80 Pro Max are leading sales, while traditional gifts like liquor remain popular due to their established gifting status [7] - The demand for pet-related products has surged, with pet apparel and grooming items seeing substantial year-over-year growth [8] Travel and Experience - There is a notable increase in travel-related purchases, with significant growth in the sales of ski equipment and vacation packages, indicating a trend towards experiential gifts for the New Year [9] - The report highlights that families are opting for travel as a way to celebrate the New Year, moving away from traditional homebound celebrations [9] Food and Beverage Trends - The New Year dinner is evolving, with consumers showing a preference for quality and diverse food options, including both traditional and global cuisines [10][12] - There is a growing focus on health-conscious food and beverage choices, with products emphasizing low sugar, high protein, and functional benefits becoming popular [13] Home and Lifestyle Products - The demand for home improvement and lifestyle products is rising, with consumers investing in smart appliances and personal care items to enhance their living environments [14][15] - The report notes a shift towards health-oriented gifts, with items like dietary supplements and home health devices becoming common choices for New Year gifting [15] Conclusion - The 2026 New Year market is characterized by a transformation towards interest-driven consumption, where consumers are curating personalized holiday experiences and products that reflect their values and lifestyles [15]

截至发稿，马翔累计任职时间9年328天，现任基金资产总规模197.13亿元，任职期间最佳基金回报 309.61%， 任职期间最差基金回报-18.47%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，汇添富基金旗下1只基金位居值得买十大流通股东。汇添富科技创新混合A（007355）三季 度新进十大流通股东，持有股数97.18万股，占流通股的比例为0.79%。根据测算，今日浮盈赚取约 354.71万元。 汇添富科技创新混合A（007355）成立日期2019年5月6日，最新规模74.14亿。今年以来收益9.14%，同 类排名2420/8872；近一年收益95.4%，同类排名262/8126；成立以来收益308.78%。 汇添富科技创新混合A（007355）基金经理为马翔。 1月30日，值得买涨5.06%，截至发稿，报75.84元/股，成交13.48亿元，换手率15.19%，总市值150.81亿 元。 资料 ...

Core Insights - The report from the consumption platform "What Worth Buying" indicates that this year's New Year consumption is showcasing unprecedented diversity and personalization, with consumers making autonomous decisions based on personal preferences and lifestyles, fulfilling both practical needs and emotional significance [1] Group 1: Consumer Trends - The New Year period is traditionally a key time for consumers to upgrade large appliances such as electronics and home appliances, with the new round of national subsidy policies boosting digital and appliance consumption [1] - During the New Year shopping festival (January 15 to 25), the GMV related to national subsidies increased by 36.43% year-on-year, with refrigerators and air conditioners being the most benefited categories [1] - The dining experience for the New Year is becoming richer, blending traditional flavors with global delicacies, as evidenced by the significant year-on-year GMV growth of specific food items like Xizhou honey Hami melon (215.76%), Dandong strawberries (87.43%), and Yunnan blueberries (23.34%) [1] Group 2: Shifts in Consumption Logic - In the beverage sector, consumer preferences are shifting towards healthier options, with keywords such as sugar-free, high-calcium, low-fat, and high-protein becoming prominent, indicating a move from abundance to quality in food choices [1] - Pet-related consumption has reached new heights during the New Year shopping festival, with GMV for pet clothing, grooming, and toys increasing by 115.60%, 40.35%, and 18.51% year-on-year, respectively [2] - The extended Spring Festival holiday has led to a shift in consumer behavior, with more families opting for travel instead of traditional home celebrations, resulting in significant year-on-year GMV growth for flights (39.28%) and hotels (11.78%) [2] Group 3: Evolving Consumer Behavior - The head of the e-commerce operations center at "What Worth Buying" noted that current New Year consumption reflects unprecedented diversity, moving away from traditional norms to individual expressions of celebration [3] - The transformation from collective rituals to individual expressions in New Year consumption is not a dissolution of traditional customs but rather a natural extension of the holiday's meaning in contemporary life, with personal interests driving a profound change in the reasons behind purchases [3]

Core Viewpoint - The A-share market has seen a collective surge in "AI marketing (core stocks)" concept stocks, becoming one of the most prominent market themes, with companies like InSai Group, Zhejiang Wenlian, Tianlong Group, BlueFocus, Guangyun Technology, and Yidian Tianxia leading the charge. Company Summaries - **InSai Group (300781.SZ)**: Latest stock price is 54.18 CNY with a daily increase of +20.00%. The company has formed a joint venture with XinSuo Technology to launch a generative engine for reputation marketing and GEO optimization, supported by its self-developed InsightGPT for content production and distribution [1]. - **Zhejiang Wenlian (600986.SH)**: Latest stock price is 13.78 CNY with a daily increase of +9.98%. The company has released the "HochiGEO" intelligent agent to monitor mainstream AI search platforms and provide intelligent advertising and content distribution strategies across sectors like automotive and fast-moving consumer goods [2]. - **Tianlong Group (300063.SZ)**: Latest stock price is 6.13 CNY with a daily increase of +19.99%. The company has developed its own "PinXue·JianYou" AIGC tool matrix and AI engine, compatible with mainstream large models, enabling multi-modal material generation and intelligent advertising optimization [3]. - **BlueFocus (300058.SZ)**: Latest stock price is 8.00 CNY with a daily increase of +14.93%. The company has invested in PureblueAI, which focuses on GEO technology, quickly entering the generative engine optimization sector through model-driven content generation and distribution [4]. - **Guangyun Technology (688365.SH)**: Latest stock price is 9.80 CNY with a daily increase of +12.07%. The company offers products like "KuaiMai XiaoZhi" and "ShenHui MeiGong Robot," integrating multi-modal large models to provide comprehensive solutions for e-commerce customer service, shopping guidance, material generation, and advertising optimization [5]. - **Yidian Tianxia (301171.SZ)**: Latest stock price is 20.20 CNY with a daily increase of +9.69%. As a leader in cross-border marketing, the company has developed a GEO optimization framework compatible with overseas AI search platforms to enhance brand visibility in generative search results [6]. - **Lio Co., Ltd. (002131.SZ)**: Latest stock price is 2.39 CNY with a daily increase of +9.12%. The company has developed the LEOAIAD platform and unified model, leading the standardization of AIGC advertising materials and implementing MCP protocol tools [7]. - **Fushi Holdings (300071.SZ)**: Latest stock price is 3.14 CNY with a daily increase of +8.66%. The company has launched the FlinkAI full-link intelligent marketing platform and the Disi AI smart chain platform, covering multi-modal content generation, intelligent advertising, and digital marketing [8]. - **Zhidao Mai (300785.SZ)**: Latest stock price is 72.19 CNY with a daily increase of +8.20%. The company is advancing its "comprehensive AI" strategy by launching the "ZhiShu" AI full-domain content insight platform and other B-end marketing tools to empower content creation and data analysis [9]. - **Kunlun Wanwei (300418.SZ)**: Latest stock price is 37.60 CNY with a daily increase of +6.05%. The company’s DramaWave utilizes self-developed AI tools for batch generation of multi-language short video materials and intelligent advertising, establishing an "AI + marketing" growth cycle for overseas short drama marketing [10]. - **Yi Wang Yi Chuang (300792.SZ)**: Latest stock price is 19.21 CNY with a daily increase of +5.88%. As one of Alibaba's first AI Agent ecosystem partners, the company’s AI agents have been implemented in scenarios such as AI-generated images, content generation, and advertising optimization, while promoting SaaS subscription services [11]. - **Shengguang Group (002400.SZ)**: Latest stock price is 5.85 CNY with a daily increase of +6.05%. The company has developed the Lingxi AI marketing platform, integrating top large models to create vertical models covering full-link marketing, collaborating deeply with TikTok and Meta, serving over 300 benchmark clients [12]. - **Tianxia Xiu (600556.SH)**: Latest stock price is 6.15 CNY with a daily increase of +7.75%. The company has launched the AI product "Inspiration Island," leveraging AIGC to empower social media and short video content operations, enabling batch content generation, review, and digital IP creation [14].

转自：智通财经 注：智通财经VIP为内容资讯产品，并非投资建议。以下内容仅为资讯价值展示非对相关公 司的推荐建议，非未来走势预测。投资有风险，入市需谨慎。 市场热点一 油气 消息面上，NYMEX原油期货主力合约日内突破64美元大关，现涨1.8%。 《九点特供》：盘前必读的特供早报。 1月26日08:17《九点特供》 解读海外映射，指出国际油价涨近3%，在解读海外局势后，并梳理了涨价 的逻辑，提及国内焦点公司洲际油气，截至1月29日收盘，其4日收获3次涨停。 洲际油气(600759) < 01-29 15:43:38 沪 融 5.69 所属行业:石油石化 +4.80% > > 查看所属板块 > 油气设服 天然气 +0.52 +10.06% +1.74% 最相关 +0.97% 成交量 5.48 最 高 5.69 856万手 今 开 昨 收 5.17 最 低 5.12 成交额 46.4亿 换手率 20.65% 总市值 236亿 ▲ 213.13 市盈动 热股 财联社热股榜TOP13 > 分时 五日 日K 周K 月K 分钟▼ [0] MA5 前复权 5.69 5.69 1月26日08:17《九点特供》解读海外 指出国 ...

Group 1 - The digital media sector increased by 3.47% on January 29, with "Zhi De Mai" leading the gains [1] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the Shenzhen Component Index closed at 14300.08, down 0.3% [1] - Key stocks in the digital media sector showed significant price increases, with "Zhi De Mai" rising by 8.20% to a closing price of 72.19 [1] Group 2 - The net inflow of main funds in the digital media sector was 446 million yuan, while retail investors experienced a net outflow of 127 million yuan [1] - "Ren Min Wang" had a main fund net inflow of 2.22 billion yuan, but retail investors saw a net outflow of 1.05 billion yuan [2] - "Xin Hua Wang" recorded a main fund net inflow of 192 million yuan, with retail investors experiencing a net outflow of 1.40 billion yuan [2]

Core Viewpoint - The recent launch of Clawdbot is seen as a turning point for the commercialization of AI applications, leading to significant stock price increases in related companies [1][3]. AI Application Sector - The AI application sector experienced a broad rally, with notable increases in stocks such as BlueFocus, Yidian Tianxia, Zhidema, and Tianlong Group [1][3]. - Clawdbot, an open-source AI assistant, allows users to issue commands through popular messaging apps, enhancing user interaction with AI models [5]. Stock Performance - Guizhou Moutai, a leading stock in the liquor sector, rebounded by 3.72% to reach 1372.95 CNY per share, with a trading volume of 11.479 billion CNY, marking a recent high [1][7]. - The liquor sector, particularly high-end brands, is seeing increased demand as the Spring Festival approaches, contributing to stock price increases [9][10]. Market Trends - The overall market showed mixed results, with the Shanghai Composite Index down 0.1% and the Shenzhen Component Index up 0.01% [3]. - The precious metals and oil & gas sectors continued to rise, indicating a diverse market response [3]. Liquor Industry Insights - The price of Feitian Moutai has been rising, with recent data showing an increase of 20 CNY per bottle, reflecting strong demand ahead of the Spring Festival [9]. - Analysts suggest that the liquor sector is at a valuation low, presenting a potential investment opportunity as demand is expected to surge during the festive season [10].

Group 1 - The Pinduoduo concept sector is active, with notable stocks such as Inry Media hitting the daily limit up [1] - Other stocks showing significant gains include Worth Buying, Easy Point Tianxia, Yi Wang Yi Chuang, Xuan Ya International, and Wanxing Technology [1]

Group 1 - The core viewpoint of the news is that Beijing Zhidao Technology Co., Ltd. (Zhidao) has seen a stock price increase of 5.08%, reaching 71.99 yuan per share, with a trading volume of 1.068 billion yuan and a turnover rate of 12.95%, resulting in a total market capitalization of 14.316 billion yuan [1] - Zhidao was established on November 10, 2011, and went public on July 15, 2019. The company operates a content-based shopping guide platform, "What is Worth Buying" (www.smzdm.com), providing promotional services for e-commerce and brand companies, as well as internet marketing platform services [1] - The revenue composition of Zhidao's main business includes: information promotion revenue at 41.83%, internet marketing platform revenue at 28.38%, operational service fees at 27.62%, brand marketing revenue at 2.00%, and product sales revenue at 0.17% [1] Group 2 - From the perspective of Zhidao's top ten circulating shareholders, one fund under Noan Fund ranks among the top shareholders. The Noan Active Return Mixed A Fund (001706) entered the top ten shareholders in the third quarter, holding 1.4898 million shares, which accounts for 1.22% of the circulating shares. The estimated floating profit today is approximately 5.1845 million yuan [2] - The Noan Active Return Mixed A Fund (001706) was established on September 22, 2016, with a latest scale of 979 million yuan. Year-to-date returns are 20.11%, ranking 287 out of 8864 in its category; the one-year return is 15.27%, ranking 5866 out of 8126; and since inception, the return is 140.1% [2] - The fund manager of Noan Active Return Mixed A Fund (001706) is Liu Huiying, who has a cumulative tenure of 3 years and 180 days. The total asset scale during Liu's tenure is 19.259 billion yuan, with the best fund return at 95.42% and the worst fund return at 27.32% [2]

Group 1 - Three-dimensional Communication, Kaichun Co., Ltd., and Jiuqi Software reached the daily limit increase in stock prices, indicating strong market interest [1] - Worth Buying, BlueFocus Communication Group, Aofei Data, Hengyi Petrochemical, and Lude Medical also experienced stock price increases, suggesting a broader positive trend in the market [1]