Core Viewpoint - The new energy concept stocks have declined, with significant drops in companies such as Sungrow Power Supply, Maiwei Co., Tianhua New Energy, and Jiejia Weichuang, all falling over 4% [1]. Group 1: Market Performance - The ChiNext new energy-related ETFs have also seen a decline, with an average drop exceeding 2% [1]. - Specific ETF performance includes: - ETF 富国: Current price 1.026, down 0.028 (-2.66%) [2] - ETF 工银: Current price 0.984, down 0.025 (-2.48%) [2] - ETF 鹏华: Current price 1.600, down 0.042 (-2.56%) [2] - ETF 华夏: Current price 1.523, down 0.038 (-2.43%) [2] - ETF 国泰: Current price 1.685, down 0.041 (-2.38%) [2] Group 2: Market Outlook - Analysts indicate that the market is currently in a critical phase of policy transition. The new energy vehicle market is gradually shifting towards a new stage that relies on product strength and normalized consumption patterns [1]. - Two key areas are highlighted for potential growth: 1. High-end manufacturers with differentiated products are expected to be less affected by changes in subsidy rules and reduced vehicle purchase taxes, benefiting from the high-end market trend and upward price movement of domestic brands [1]. 2. Domestic car companies expanding into overseas markets may achieve performance recovery through high growth and high margins in international sales [1].

Group 1 - The AI computing sector continues to show strong performance, with the ChiNext AI ETF rising by 1.37%, marking a potential three-day winning streak, and a net inflow of 150 million yuan over the past 10 days [1] - Following Amazon Web Services' price increase, Google Cloud has also announced a price hike effective May 1, 2026, with some services in North America seeing prices double, which may trigger a chain reaction among cloud service providers [1][2] - Nvidia has invested $2 billion in CoreWeave to enhance its AI computing capacity by over 5GW by 2030, indicating a sustained positive outlook for the cloud computing industry [1] Group 2 - The demand for AI is driving inflationary trends across the AI supply chain, with cloud computing expected to be the next area affected, as confirmed by AWS's price increase reflecting high demand for AI computing [2] - The communication ETF Huaxia, which includes key components of AI computing systems, has seen a rise of 0.55%, with significant holdings in leading companies such as NewEase and Zhongji Xuchuang [3] - The ChiNext AI ETF, which has over 50% exposure to CPO and the lowest fee rate, has increased by 1.42%, with major stocks including NewEase and Tianfu Communication [3]

文｜周鑫雨 △ThetaWave AI成员，后排右二、右三分别为李文轩和钟子湫。图源：受访者供图 编辑｜苏建勋 如果不出意外，一个03年出生的普通学生，大概率会在2026年6月读完本科，紧接着步入社会，成为"牛马" 然而，对03年的李文轩和钟子湫而言，2022年底发布的ChatGPT，成了那个意外——大胆的决定接踵而来：辍学，全职创业。 "大学突然没意义了，我们学的东西ChatGPT基本能搞定。"彼时正在美国加州大学伯克利分校计算机系读大一的李文轩，发现了一个残酷的事实：即便参 与大学课程，自己的专业知识依然能被ChatGPT轻松覆盖。 但从中，他也看到了AI带来新的内容交互形式的可能。2023年中，大一结束后，李文轩与高中同学、在纽约大学Stern商学院金融专业的钟子湫一拍即 合，选择辍学创业——擅长算法的李文轩担任CEO和CTO，拥有社媒运营经验的钟子湫担任COO和CMO，切入的方向为AI教育。 如今，他们的产品，被定义为"下一代Agentic个性化知识内容生成平台"的ThetaWave AI，付费订阅上线9个月，ARR（年化收入）已经突破100万美金。 近期，《智能涌现》独家获悉，ThetaWave A ...

单颗AI芯片和单个AI计算机柜功率的不断提升，促使AIDC电源向大功率、直流化、高压化不断迭代。 投资机会包括四大类：（1）AIDC电源主机，即PSU、HVDC、SST等环节，价值量集中、技术壁垒和 入围门槛高；（2）电站级储能，越来越成为AI数据中心并网的刚需；（3）核心零部件，尤其看好固 态断路器、CBU/BBU、DC/DC设备、电子熔断器/继电器等AIDC新增环节；（4）GaN、SiC等第三代 半导体。 "存款入市"表达的是对"新增资金"的关注，还要考虑"退出资金"，才能得到"净增资金"，"净增资金"跟 股价关系更大，本质上仍然是居民入市意愿的问题，根据研究，居民入市意愿跟收入预期有很强的正相 关性。即使是要关注新增资金，也要重视新增资金的增速，新增资金的增速跟股市的涨幅相关性更强。 高净值人群的入市以及保险资金的入市在一定程度上可能独立于收入预期，在2025年对股市起到了重要 的支撑作用，但这方面的力量在2026年可能会有所收敛。 凤凰网财经讯 1月28日，A股三大指数开盘集体上涨，沪指涨0.25%，深成指涨0.29%，创业板指涨 0.51%。贵金属、培育钻石、油气等板块指数涨幅居前。 中金公司："存 ...

Core Viewpoint - The Daduokou District of Chongqing is actively implementing the "Six Zones and One High Ground" strategy, focusing on economic stability, innovation, and development, while enhancing the quality of life for its residents [1] Group 1: Industrial Development - Daduokou District is integrating into the city's "33618" modern manufacturing cluster, focusing on key enterprises like Hikvision and Sanfeng Environment to build a modern industrial system centered on advanced manufacturing [2] - The district is developing a 7 square kilometer Jiangqiao Riverside Intelligent Valley and has initiated key projects such as the Jiangqiao Park Innovation Center and the Daduokou Jiangqiao Smart Railway Logistics Center [2] - The district is also upgrading the Jiugongmiao "Double Billion" business circle and accelerating the construction of major projects to support industrial upgrades and high-quality economic development [2] Group 2: Investment Attraction - By 2025, Daduokou District plans to implement a three-year investment attraction action plan, aiming to sign 169 projects with a total investment of 17 billion yuan [3] - The district has successfully attracted well-known companies such as Qianjiang Motorcycle and Tian Nong Food, and has seen significant investment from listed companies [3] - Daduokou District is focusing on project construction, with 33 projects completed and a high investment completion rate for major projects in the Chengdu-Chongqing economic circle [3] Group 3: Reform and Innovation - The district is enhancing its governance through reforms and innovations, with plans to add 9 national and 49 municipal reform pilot projects by 2025 [4] - Daduokou District is actively participating in the Chengdu-Chongqing economic circle and has seen an 18.1% year-on-year increase in foreign trade [4] - The district aims to add 20 "specialized, refined, distinctive, and innovative" enterprises and has seen a 27.4% increase in newly registered technology-based companies [4] Group 4: Urban and Rural Integration - Daduokou District is promoting urban organic renewal and has completed significant urban updates and old community renovations [7] - The district is enhancing public services, with a focus on creating a "15-minute high-quality life service circle" and improving educational facilities [7] - By 2025, the district aims to create 12,000 new jobs and increase per capita disposable income by 4.5% [7] Group 5: City Charm and Cultural Development - Daduokou District is enhancing its cultural appeal through events like the Hot Pot Food Festival and the Chongqing Noodle Culture Festival, which are boosting the city's recognition [8] - The district has initiated a nationwide civilized city creation campaign and has received accolades for its cultural contributions [8]

（来源：中国改革报） 在政策协同层面，应强化政策供给的精准性与实效性，高校要立足实际，配套支持大学生创新创业工 作。 在资源整合层面，一方面，推动创新资源向大学生创新创业团队倾斜，鼓励高校、科研院所开放仪器设 备、实验室等科技基础设施，建立共享机制。另一方面，完善多元化投融资体系，为不同阶段的创新创 业项目提供全链条金融支持。党的二十届四中全会提出"强化企业科技创新主体地位"，可通过支持企业 牵头组建创新联合体，吸纳大学生创新创业项目参与技术攻关，实现创新链产业链资金链人才链深度融 合。 在服务优化层面，需提升创业服务的专业化水平。通过整合政府、高校、社会机构资源，为大学生创业 提供政策咨询、技术指导、市场对接等全流程服务；加强创新创业导师队伍建设，吸纳企业家、科技专 家、投资人等担任兼职导师，提升大学生创新创业项目的市场化、专业化水平，为大学生创新创业营造 良好环境，使其成为高质量发展的"孵化器"。 深化创新创业教育改革，激活大学生创新创业核心动能 高校作为人才培养主阵地，深化创新创业教育改革是提升大学生创新能力、培育高质量创新创业人才的 核心引擎。党的二十届四中全会提出"围绕科技创新、产业发展和国家战略需 ...

在高校毕业生就业创业备受关注的当下，青年创业者欧朝凤以解决校园服务的痛点作为创业起点，从组建校园配送团队起步，到成立南宁市铭启电子商务有 限公司，再到推出"校邦生活圈"一体化服务平台，她用敢闯敢试的勇气坚守创业初心，在校园服务的赛道上书写青春逐梦篇章。 萌生创业念头 试水校园跑腿服务 2019年，就读于广西国际商务职业技术学院的欧朝凤，在创新创业课中萌生创业念头，在学校提供免费创业场地的支持下，她与小伙伴率先试水校园跑腿代 买项目。同时，欧朝凤也敏锐捕捉到校园服务市场存在学生勤工俭学"找岗难、维权难"、周边商户"宣传窄、配送难"、师生对校园服务"获取不便"等问 题。"我意识到单一跑腿服务解决不了校园服务的根本问题，需要搭建一个专业服务平台，把商家、兼职学生和用户串联起来，实现电子商务交易。"回顾创 业之初，欧朝凤话语里充满自信与坚持。 欧朝凤走访校园周边的商家，了解经营情况。 ■本报记者杨玲 文/图 欧朝凤坦言，创业路上的每一步成长，都离不开各方的精准帮扶。创业初期，南宁市市场监管局高新分局主动介入，指导他们建立从商户资质审核、食品安 全管理到服务标准的完整体系，为合规经营筑牢根基。随后，经母校推荐，公司入驻 ...

欧朝凤坦言，创业路上的每一步成长，都离不开各方的精准帮扶。创业初期，南宁市市场监管局高新分局主动介入，指导他们建立从商户资质审核、食品安 全管理到服务标准的完整体系，为合规经营筑牢根基。随后，经母校推荐，公司入驻广西众创示范基地，获得更专业的创业指导，实现稳步发展。 南宁市市场监管局瑞士花园市场监管所四级主任科员符喜扬表示，在日常监管中了解到这个创业项目后，市场监管部门积极提供相应的法律法规宣传和咨询 服务，在办理证照审核等方面给予相应的指导和帮助，为大学生创业打造一个良好的营商环境。 如今，"校邦生活圈"一体化服务平台已覆盖广西5所高校，服务师生超20万人，合作商户营业额平均提升30%—50%，该平台累计提供超6000个灵活勤工助 学岗位，200多名学生通过兼职实现学费和生活费自给，间接带动上下游岗位约3000个，形成了商户、用户、学生团队三方共赢的格局。 欧朝凤（左）走访校园周边的商家，了解经营情况。 本报记者杨玲 摄 在高校毕业生就业创业备受关注的当下，青年创业者欧朝凤以解决校园服务的痛点为创业起点，从组建校园配送团队起步，到成立南宁市铭启电子商务有限 公司，再到推出"校邦生活圈"一体化服务平台，用敢闯 ...

截至目前，人保财险重庆分公司"新重庆人才险"已承办136家科技创新企业的财产一切险，累计保额约 128亿元；承保人才意外伤害保险业务793笔，累计保额超18亿元。 人保财险重庆分公司相关负责人表示，下一步，公司将加强与各区(县)行业主管部门和科研院所、科技 企业、高校、医疗机构等人才集聚单位的对接，聚力做好赋能人才创新创业的金融服务，助推地方政府 和企事业单位吸引人才、留住人才和用好人才。(人保财险重庆分公司) 近日，"新重庆人才险"在重庆巴南区落地，人保财险重庆分公司为巴南区115名人才提供风险保障约 8070万元，覆盖意外身故、残疾给付，意外医疗费用补偿等保障责任，为当地人才创新创业注入活力。 据介绍，人保财险巴南属地机构在巴南区卫生医疗系统试点推行"新重庆人才险"统保，迭代升级人才金 融服务，为人才打造"健康有保障、创业无顾虑"的坚实后盾，提升人才的归属感和荣誉感，优化当地人 才生态与营商环境。 ...

估值端上，机构认为以光模块为代表的通信板块仍有空间。国泰海通证券指出，通信板块估值处于历史 中枢偏上，但考虑板块有望持续受益AI基建、新联接等发展而保持较快业绩增长，逐步消化估值，行 业仍有显著增长空间。* AI应用方面，1月26日，阿里千问旗舰推理模型Qwen3-Max-Thinking正式上线，该模型综合性能已可对 标GPT-5.2与Gemini3Pro，成为目前最接近国际顶尖水平的国产大模型之一。中信证券表示，AI应用板 块成为2026年开年主线，后续AI应用催化仍多，AI应用加速落地趋势有望延续。* 周二（1月27日），算力+AI应用多点开花，创业板人工智能大涨超2.5%直逼前高，光模块龙头"易中 天"齐齐拉升。其中，协创数据领涨超9%，航宇微涨超8%，天孚通信涨超7%，中际旭创涨超4%，新易 盛涨超2.5%。 热门ETF方面，双线布局"算力+AI应用"的创业板人工智能ETF（159363）场内全天走高，收涨2.76%逼 近前期高点，全天放量成交8.45亿元。 CPO光模块方面，国盛证券表示，光通信行业的旺盛需求已形成共识，市场正在消化过度拥挤的交易结 构。从长久来看，光模块龙头公司将凭借先发优势和交 ...