智通财经APP获悉，2026年1月28日，港股上市公司投资日志如下： | 类别 | | 公司 | | --- | --- | --- | | | 国恩科技 | | | | (招股中) | | | | 东鹏饮料 | | | 新股活动 | (招股中) | | | | 鸣鸣很忙 | | | | (上市日) | | | | 东方甄选 | | | | 中国三迪 | | | 业绩公布日 | 新东方-S | | | | RIMBACO | | | | 香港通讯国际控股 | | | | 中国波顿 | | | | 绿城管理控股 | | | | 慧源同创科技 | | | | 宇华教育 | | | 股东大会召开日 | 中国中药 | | | | 天立国际控股 | | | | 同方泰德 | | | | 碧桂园服务 | | | | 俊裕地基 | | | | 万邦投资 | | | | （除净日） | | | | 信星集团 | | | | （派息日） | | | | 东方表行集团 | | | 分红派息 | （派息日） | | | | 东方表行集团 | | | | （派息日） | | | | 交通银行 | | | | （派息日） | | | ...

打造"教育+"创新枢纽 新东方海南教育基地在陵水落成启用 此外，陵水县旅文局与新东方文旅集团签订战略合作协议，双方将围绕研学及营地教育、康养旅居 目的地打造、新媒体推广等重点方向开展深度合作。 海南日报椰林1月26日电(海南日报全媒体记者 王迎春)1月25日，新东方海南教育基地落成仪式在 欧美同学会海归小镇(陵水·数字文创)举行。该基地落成，不仅开启陵水与新东方深化合作的新篇章，更 以"教育+"融合创新为抓手，助力陵水在教育、文旅、数字文创等领域的发展，为陵水打造热带海岛滨 海精致城市、创新创业活力城市注入发展活力。 据了解，陵水县人民政府、新东方教育科技集团有限公司自2025年2月签署战略合作协议以来，合 作持续走深走实，双方在课程打造、师资培养等方面多次开展协作，为此次教育基地的启用奠定了坚实 基础。 "陵水拥有得天独厚的资源禀赋，发展潜能强劲。"新东方教育科技集团董事长俞敏洪表示，新东方 海南教育基地作为新东方深耕海南的重要支点，将充分引入新东方前沿教育理念、优势师资、多元业态 等资源，将新东方海南教育基地建设成海南人才对外交流学习的桥头堡、海归和国内创业者的孵化基地 以及全国教育高科技改革创新的试验区 ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the education industry, particularly the rise of leading companies New Oriental and TAL Education, driven by technological changes and demographic shifts [1]. Core Insights 1. **Rise of Dual Leaders in Education**: The expansion of the education market is propelled by technological transformation and changes in population structure, highlighting the synergy between these factors [1]. 2. **AI Empowerment in Education**: The integration of AI in education has shown significant improvements in quality and efficiency, indicating a clear commercial potential for AI+education [1]. 3. **Competitive Analysis of AI+Education**: The barriers within educational scenarios are well-defined, with a positive outlook for companies that demonstrate strong product capabilities and effective promotional strategies [1]. Investment Opportunities - Companies with rich vertical data and strong product capabilities to consider include: - DouShen Education - Rongxin Culture - Century Tianhong - Fenbi - TAL Education [2]. - Companies with high customer reach and promotional advantages include: - Southern Media - New Oriental - Zhongyuan Media - Wanxin Media - Urban Media - Quanta Education [2].

"我主要是来滑雪的，抽空聊聊AI。"1月23-25日的2026崇礼论坛上，360集团创始人周鸿祎发布演讲， 先幽默开场，紧接着抛了一个关键论断——2026年，预计全世界至少出现100亿个智能体。 他认为，当前AI正经历"双线进化"，大模型迭代升级的同时，智能体也在快速发展。作为AI能力落地的 关键载体，智能体之所以关键，在于其能够深入理解垂直领域的专业知识，并与人类智力和劳动力高效 协同，从而推动生产力跃迁。 阿里国际数字商业集团副总裁、阿里巴巴设计委员会理事长杨光指出，AI时代，设计师不缺先进生产 力工具。他认为，伴随AI技术能力的涌现，设计师的能力体系也需要变革，技法重要性下降，审美和 工具应用愈发关键。 杨光以自身的跨界创作为例强调，不仅需要与AI协作，更要学会训练出属于自己的AI，让每个人都有 机会成为突破边界的创作者。 面壁智能联合创始人兼CEO李大海表示，模型能力与商业落地必须"两条腿走路"，面壁智能早早锚定端 侧模型与垂直场景，避免与大厂在通用搜索红海正面竞争，加速商业化闭环。 他认为，端侧模型是物理世界AGI的必由之路。 站在2026年的起点展望未来，大模型的竞争，进入拼智能、拼落地效能的深水 ...

Core Viewpoint - The article discusses the fluctuations in the commercial aerospace sector and the performance of various stocks in the market, highlighting both gains and losses across different indices and sectors. Group 1: Market Performance - The A-share market opened with all three major indices declining, with the Shanghai Composite Index down by 0.18%, the Shenzhen Component down by 0.23%, and the ChiNext Index down by 0.09% [4] - The Hong Kong stock market saw the Hang Seng Index increase by 0.36%, with notable gains in stocks like Zijin Mining, which opened up by 4.31% [5][6] Group 2: Sector Performance - The commercial aerospace concept saw a rebound, with stocks such as Electric Science and Technology reaching the daily limit, while West Materials also hit the limit [3] - The Beidou navigation sector experienced significant declines, leading the losses among various sectors [4]

Group 1 - The three major stock indices in A-shares opened lower, with the Shanghai Composite Index down 0.18%, the Shenzhen Component Index down 0.23%, and the ChiNext Index down 0.09% [1][2] - The commercial aerospace concept stocks showed a rebound, with notable gains in companies such as Electric Science and Technology's chips hitting the daily limit, and West Materials also reaching the daily limit [1] - The leading sectors included recombinant proteins, EDR concepts, and monoclonal antibody concepts, while the space station concept, spatiotemporal big data, and Beidou navigation sectors faced declines [2] Group 2 - The Hong Kong stock market opened with the Hang Seng Index up 0.36% and the Hang Seng Tech Index up 0.16%, with Zijin Mining opening 4.31% higher [3][4] - The People's Bank of China conducted a 7-day reverse repurchase operation of 402 billion yuan, with a bidding amount of 402 billion yuan and a winning amount of 402 billion yuan, at an operation rate of 1.40% [4] - The central parity rate of the RMB against the US dollar was reported at 6.9858, depreciating by 15 basis points from the previous trading day's rate of 6.9843 [4]

Group 1 - The Ministry of Commerce will initiate the construction of a national digital trade demonstration zone and develop relevant standards for digital trade [2] - The goal is to promote the integration of domestic and international standards, facilitate the digital transformation of service outsourcing, and cultivate digital trade entities [2] Group 2 - In 2025, China's total service retail sales are expected to grow by 5.5%, with sectors like cultural and recreational services, tourism consulting, and transportation showing double-digit growth [3] Group 3 - Guangdong's GDP for 2025 is projected to reach 14.58 trillion yuan, marking a 3.9% growth and maintaining its position as the top economy in China for 37 consecutive years [4] - Various economic indicators in Guangdong, including foreign trade and investment, are showing positive performance [4] Group 4 - A new mandatory national standard for automotive steering systems will be implemented starting July 1, aimed at clarifying technical requirements and testing methods for steering systems, including new technologies like steer-by-wire [5] Group 5 - The Chinese潮玩 (trendy toy) industry is expected to exceed 100 billion yuan in total value by 2026, with an annual growth rate of over 20% [7] Group 6 - By the end of 2025, the number of new energy vehicles in China is projected to reach 43.97 million, accounting for 12.01% of the total vehicle population, with pure electric vehicles making up 68.74% of that figure [8] Group 7 - Tencent's chairman, Ma Huateng, announced the upcoming launch of an AI social feature called "Yuanbao Pai," aimed at enhancing social interactions through AI technology [9] Group 8 - KFC has announced a slight price increase of 0.8 yuan on delivery products starting January 26, while maintaining in-store prices, to better manage operational costs [10] Group 9 - Xi Bei's founder, Jia Guolong, plans to return to frontline operations and focus on core business, expecting a cumulative loss of over 600 million yuan from September 2025 to March 2026 [11] Group 10 - Merck has ceased negotiations to acquire Revolution Medicines, which was valued at approximately 30 billion yuan, due to disagreements on pricing [18]

（来源：智通财经） 在近日举行的2026崇礼论坛上，新东方创始人俞敏洪在谈及近期"新东方退休俱乐部"的成立时，笑称自 己也已经是一个老人了，虽然有人戏称他为"老登"，但他自认为不够"资格"。他指出，"老登"的特征在 于喋喋不休地教育年轻人，而自己面对年轻一代时都是抱着敬畏的心理。他坦言，如今这个世界是由年 轻一代创造的，在人工智能等前沿领域，许多年轻人的理解已远超自己这一代人。 "所谓'世界是我们 的，也是你们的，但归根到底是你们的'，"俞敏洪说道，"听我们这个年龄段的人讲感悟，其实已经落 后于时代了。" 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...

1月26日，新东方创始人俞敏洪发布声明称：近日，我们发现有个别人士在互联网平台上，恶意拼接中国食品安 全报社与新东方教育科技集团总公司或其下属机构存在间接股权投资关系的信息。此事严重失实，纯属谣言。公 司将采取法律手段追究造谣者的法律责任，绝不姑息。 俞敏洪曾因在南极旅游时发布一封全员信陷入舆论漩涡。2025年11月16日，新东方迎来32周年，创始人俞敏洪身 处南极向全体员工发出一封全员信。信中提到，"此刻，我正站在南极的冰雪世界中。在这片远离尘嚣的纯净之 地，热烈祝贺新东方32周年的生日快乐！" 11月23日，俞敏洪又写了一封主题为"让我们一起努力"的全员信，向员工道歉，并详细解释了自己南极写信的缘 由和初衷。 俞敏洪在信中表示，若员工未放弃新东方工作，就有责任维护公司发展与形象。遇到不公平待遇或受欺负，应优 先通过内部渠道解决。公司鼓励公开吐槽，但发表到自媒体上的极端言论需慎重，毕竟公司正常发展是员工安心 工作的前提。 新东方近年来还开始介入银发经济赛道。1月，"北京新东方退休俱乐部"账号在社交平台上线，其主要面向北京 50-75岁退休人群推出兴趣课程与本地社交活动，学员可领取0元线上课或以19.9元体验 ...

Core Viewpoint - Recent claims regarding a potential indirect equity investment relationship between China Food Safety News Agency and New Oriental Education Technology Group have been labeled as rumors by Yu Minhong, who announced legal actions against the spreaders of this misinformation [1][4]. Group 1: Company Information - China Food Safety News Agency is a national-level professional media outlet in the food safety sector, established in 1994 and renamed in 2011. It transitioned from a state-owned entity to a wholly state-owned enterprise in 2015 [4]. - The agency is fully controlled by the China Food Industry Association and holds a 51% stake in Beijing Zhongruiyuan Food Industry Co., Ltd. [4]. - New Oriental Education Technology Group's core shareholder is Beijing Century Friendly Education Investment Co., Ltd., with no overlapping equity structure or external investments with the China Food Safety News Agency [4].