Group 1 - The core viewpoint of the article indicates mixed performance among Chinese concept stocks in the US pre-market trading, with NIO showing a slight increase while Alibaba, JD.com, Ctrip, and Manbang experienced declines [1][2] Group 2 - NIO's stock increased by 0.6% in pre-market trading [1] - Alibaba's stock decreased by 0.2% in pre-market trading [1] - JD.com, Ctrip, and Manbang all saw a decline of 1% in their stock prices [1]

灵活就业人员参保户籍限制取消 2025年初，国家发展和改革委员会发布的《全国统一大市场建设指引（试行）》提出，有关部门要建设 全国就业公共服务平台，健全全国统一的社保公共服务平台，全面取消在就业地参保户籍限制，完善社 保关系转移接续政策。 要求各地区不得在户籍、地域、身份、档案、人事关系等方面设置影响人才流动的政策性障碍，促进人 才资源合理流动、有效配置。这一举措为异地就业者打破参保的户籍壁垒，被视作促进全国人力资源自 由流动、保障灵活就业群体权益的关键举措。 超龄劳动者基本权益保障公开征求意见 2025年7月31日，人力资源和社会保障部发布《超龄劳动者基本权益保障暂行规定（公开征求意见 稿）》，首次明确超龄劳动者基本权益的范围及保障水平，为其维权提供了法律依据。 《规定》聚焦超龄劳动者实际需求，明确基本权益保障内容，提出加强对超龄劳动者获得劳动报酬、休 息休假、劳动安全卫生、工伤保障等基本权益的保障，畅通争议处理渠道。同时，明确超龄劳动者可以 通过劳动争议调解仲裁、向人民法院起诉、向人社部门投诉等方式维护自身合法权益。 涉税新规实施，平台从业者基本无须纳税 2025年10月1日起，按照国务院发布的《互联网平 ...

（来源：工人日报） "我们常年在路上奔波，很少能和这么多同行一起吃顿热热闹闹的年夜饭，'娘家人'的这份关怀太贴心 了，让我们出门在外也感受到家的温暖！"2月10日，恰逢南方小年将至，年味渐浓之际，满帮集团党 委、工会联合交通部门，在贵州遵义红城驿站职工之家举办"车行万里，人在暖途"慰问货车司机年夜饭 活动，邀请百余名常年奔波在外的货车司机欢聚一堂、共话团圆，为他们送上节日的问候与祝福。 货车司机常年跑运输，不分昼夜奔波劳碌，承载着物资流通的重任，却常常因工作特殊性难以与家人团 聚，吃一顿安稳的年夜饭更是难得。满帮集团迅速响应货车司机群体的需求，精心组织筹备此次年夜饭 活动，为常年漂泊的货车司机送去关怀与温暖。 当天，遵义红城驿站职工之家内暖意融融、欢声阵阵，餐桌上摆满了丰盛可口的菜肴，香气四溢。满帮 集团与贵州省交通运输综合行政执法二支队等单位负责人来到现场，询问货车司机的运营状况、家庭生 活情况，倾听他们在运输途中遇到的困难和诉求，宣传交通法规和安全出行知识，现场收集货车司机的 意见和建议，做到服务前置、暖心施策。 2025年，满帮集团联合交通、工会、党委等部门，开展新春慰问、"五一"慰问、疗休养、免费体检 ...

North of South Capital LLP disclosed a purchase of 240,446 shares of Full Truck Alliance (NYSE:YMM), an estimated $2.88 million trade based on quarterly average pricing, in a filing dated February 12. What happened According to a recent SEC filing dated February 12, North of South Capital LLP added 240,446 shares to its position in Full Truck Alliance (NYSE:YMM). The estimated value of this purchase is $2.88 million, based on the average closing price during the fourth quarter of 2025. The fund’s quarter ...

业绩经营情况 满帮于2025年11月17日发布2025财年三季度财报，显示2025年1月至9月收入为92.97亿元，同比增长 15.29%，净利润为34.65亿元，同比增长35.94%。第三季度订单量达6340万份，同比增长22.3%。 以上内容基于公开资料整理，不构成投资建议。 经济观察网满帮集团(YMM.US)近期股价出现波动，同时公司发布了2025财年三季度财报，业绩表现亮 眼。 股票近期走势 2026年1月14日，满帮股价报9.88美元，当日下跌2.08%，成交额达4.36亿美元，较前一日大幅增长。此 前，2026年1月9日股价报10.47美元，下跌0.95%，成交额2.40亿美元；2026年1月2日股价曾快速拉升 5.08%至11.28美元。 ...

Core Viewpoint - Jinglin Asset has made significant adjustments to its stock holdings in the fourth quarter of 2025, increasing its positions in key technology stocks while reducing exposure to others, reflecting a strategic focus on sectors like AI and new energy [1][6][9]. Group 1: Stock Holdings and Changes - As of the end of 2025, Jinglin Asset held stocks in 28 companies in the US market, with a total market value exceeding $4 billion [1]. - The top ten holdings include Google A, Meta, Pinduoduo, NetEase, Manbang Group, Futu Holdings, NVIDIA, Alibaba, Intel, and Atour, with Chinese stocks still dominating the portfolio [1][10]. - The largest holding shifted from Meta to Google A, with Google A valued at approximately $841.97 million, reflecting an increase of 926,084 shares from the previous quarter [2][3][10]. Group 2: Investment Strategy and Focus Areas - Jinglin Asset is focusing on sectors such as AI, new energy, smart driving, and humanoid robots, believing these areas will continue to see rapid growth and investment from both China and the US [1][9]. - The firm emphasizes a balanced global investment strategy, selecting companies with strong valuations and cash flows to mitigate risks while capitalizing on growth opportunities [9]. - The CEO highlighted the importance of major AI application platforms like Google, Apple, ByteDance, Tencent, and OpenAI, predicting that 2026 could be a pivotal year for AI agents [9]. Group 3: Recent Trading Activity - In Q4 2025, Jinglin Asset increased its holdings in Intel by 694,363 shares and in Futu Holdings by 139,473 shares, while also initiating a position in Broadcom [6]. - The firm significantly reduced its holdings in NVIDIA by 1.54 million shares and in Meta by 229,056 shares, alongside partial reductions in other stocks like TSMC and UnitedHealth [6].

Group 1 - Tesla's Elon Musk announced that SpaceX is shifting focus to building a "self-sustaining city" on the Moon, with plans to initiate a Mars colonization project within the next 5-7 years [2] - Alphabet raised $20 billion through a bond issuance, exceeding the initial target of $15 billion, with over $100 billion in subscription orders [2] - TSMC plans to increase its investment in the Kumamoto plant in Japan to $17 billion for mass production of 3nm technology, marking a significant step in the semiconductor supply chain and geopolitical landscape [2] Group 2 - OpenAI's CEO Sam Altman reported strong growth, with ChatGPT's monthly growth rate surpassing 10%, and the launch of the new Codex model GPT-5.3-Codex [2][3] - Alibaba revealed its new model Qwen3.5, which features a novel mixed attention mechanism and is likely to be a vision-language model [3] Group 3 - Pop Mart aims to sell over 400 million products globally by 2025, with the THE MONSTERS product line expected to exceed 100 million units [5] - Zhongke Shuguang plans to raise up to 800 million RMB through convertible bonds for AI-related projects, including advanced computing systems and next-generation AI training machines [5] - 16 companies, including Meituan and JD, are receiving guidance from government departments to improve labor management and protect workers' rights [6] Group 4 - Nvidia's CEO Jensen Huang stated that AI infrastructure capital expenditures could exceed $600 billion by 2026 due to strong demand for computing power [8] - Apple's CEO Tim Cook emphasized that AI will be a core pillar for the future, acknowledging user feedback issues with Apple Intelligence [8] - Amazon's Q4 results showed increased capital expenditures impacting short-term profits, but AWS continues to grow strongly [9]

Core Viewpoint - The Ministry of Human Resources and Social Security, along with several other governmental departments, is taking steps to protect the rights of workers in new employment forms by providing administrative guidance to 16 companies in the delivery and gig economy sector [1] Group 1: Government Actions - The meeting involved multiple government bodies including the Ministry of Human Resources and Social Security, the Central Social Work Department, and the Central Internet Information Office [1] - The focus is on ensuring that companies fulfill their responsibilities as employers and improve labor management practices [1] Group 2: Companies Involved - The companies receiving guidance include major players such as Meituan, Taobao Flash Purchase, JD Instant Delivery, and Didi, among others [1] - A total of 16 companies are specifically mentioned, indicating a broad scope of oversight in the gig economy [1]

转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 责编：李丹 校对：祝甜婷 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。 人社部等7部门对头部平台企业和快递企业开展用工行政指导。 近日，人力资源社会保障部会同中央社会工作部、中央网信办、交通运输部、市场监管总局、国家邮政 局、全国总工会，就维护新就业形态劳动者权益，对美团、淘宝闪购、京东秒送、闪送、顺丰同城、盒 马、滴滴、T3出行、曹操出行、货拉拉、满帮、圆通速递、申通快递、中通快递、韵达快递、极兔快 递等16家企业开展用工行政指导。 会议要求有关企业全面落实用工主体责任，持续改进劳动管理，切实保障好新就业形态劳动者权益。 来源：新华社 END 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 603132，拟收购金矿资产 丨 优化再融资一揽子措施！沪深北交易所，重磅宣布！ 丨 突然集体 闭店，老牌本帮菜何以黯然退场？丨实探上海小南国沪上门店 丨 外交部：日本应当在靖国神社等重 大历史 ...

Group 1 - The Ministry of Human Resources and Social Security, along with several other government departments, is taking action to protect the rights of workers in new employment forms by providing administrative guidance to 16 companies including Meituan, Taobao, JD, and Didi [1][2] - The meeting emphasized the need for these companies to fully implement their responsibilities as employers, improve labor management practices, and ensure the protection of the rights of workers in new employment forms [2]