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长三角年轻人化身“春节主理人” 随心松弛感漫游成潮流
Xin Lang Cai Jing· 2026-02-24 10:03
中新网南京2月24日电 (记者 朱晓颖)过年不再围着饭桌转,陪爸妈City walk、喝咖啡,带他们"打卡"年 轻人常去的商圈、主题乐园,让父母体验一把自己的日常生活……这个春节长假,不少长三角年轻人化 身"春节主理人",随心、舒适、松弛感漫游成关键词。 无论是"分段"式过年还是旅居过年,放松身心、"像当地人一样生活"日益成为年轻游客的核心诉求。途 家数据显示,"随性派"游客在今年春节假期表现出强劲消费后劲,近一半的春节民宿订单是在2月15日 假期开始后才集中出现的。"临时起意"的预订习惯与假期中段的出行高峰高度重合,大年初二至初五的 民宿预订量占整个假期民宿预订量的近七成。 将AI视为"出行参谋",用AI做出行攻略、订票订座……有趣的是,"Z世代"开始使用本地生活AI管家, 与父母探索全新的"多代同游"过年方式。美团数据显示,12日至22日,上海等一线城市使用"小团"规 划"食住行游娱购"消费的用户中,超半数为年轻用户。提问中有不少提及"父母""长辈""适老"等关键 词。 在途家民宿高级副总裁胡阳看来,民众对高质量、差异化过年方式的追求,使得旅游消费从传统的看山 看水向生活方式深度体验转变。从供给端看,不少 ...
北水动向|北水成交净买入31.31亿 内资全天抢筹南方恒生科技(03033)近16亿港元
智通财经网· 2026-02-24 09:57
Group 1: Market Overview - The Hong Kong stock market saw a net inflow of 31.31 billion HKD from northbound trading, with 9.6 billion HKD from Shanghai and 21.7 billion HKD from Shenzhen [1] - The most bought stocks included Southern Hang Seng Technology (03033), Meituan-W (03690), and Xiaomi Group-W (01810) [1] - The most sold stocks were CNOOC (00883), Tencent (00700), and Alibaba-W (09988) [1] Group 2: Individual Stock Performance - Southern Hang Seng Technology (03033) received a net inflow of 15.84 billion HKD, with analysts suggesting that the tech sector remains a long-term investment focus due to reduced valuation pressure and accelerating AI applications [4] - Meituan-W (03690) saw a net inflow of 6.87 billion HKD, with a report indicating a 79% year-on-year increase in tourism spending during the Spring Festival [5] - Xiaomi Group-W (01810) had a net inflow of 4.37 billion HKD, with plans to focus on core technologies like chips and AI over the next five years [5] - SMIC (00981) received a net inflow of 2.2 billion HKD, with positive signals for 2026 sales growth expected to exceed industry averages [6] - CNOOC (00883) faced a net outflow of 998.9 million HKD amid geopolitical risks affecting the oil market [6] - Tencent (00700) and Alibaba-W (09988) experienced net outflows of 867.7 million HKD and 690.1 million HKD, respectively [6]
2026春节档:80亿AI红包大战落幕,狂欢过后何去何从?
21世纪经济报道记者雷晨 马年春节,一场烧掉超80亿元的AI"红包大战"落下了帷幕。腾讯、阿里、字节跳动等互联网平台轮番上 阵,把这个传统意义上的"抢红包"旺季,彻底变成了一场AI落地全民生活的压力测试。 各家晒出的战报一个比一个亮眼,但数据背后的行业格局也愈发清晰:头部平台靠着资金、技术和生态 的三重壁垒,正在加速收割市场;中小玩家想要挤进通用AI这条赛道,越来越难。而更残酷的考验才 刚刚开始——春节的流量退潮之后,用户是走是留,才是检验这场狂欢的最终标准。 在业内人士看来,这场春节档的卡位战,不仅影响到AI行业的竞争牌局,也让中国互联网向AI互联网 转型的节点,提前到来了。 春节档,AI的"全民大考" 春节向来是互联网平台拉新的黄金窗口。2026年的这个窗口,被赋予了全新的意义——它不再是简单的 流量争夺,而是AI技术第一次直面全国用户的"大考"。 一位大厂高管告诉21世纪经济报道记者,今年春节档的竞争,关系到未来几年企业的前台业务布局乃至 投融资格局。可以说,整个行业在春节这一节点所奠定的竞争格局,将直接决定未来"牌桌"上的席位归 属。 正是这种紧迫感,让各大平台不惜重金入局。超80亿元的投入,让这个春 ...
恒生指数下跌1.82% 恒生科技指数下跌2.13%
Xin Hua Cai Jing· 2026-02-24 09:31
新华财经香港2月24日电(记者林迎楠)24日,港股主要指数低开,截至收盘,恒生指数下跌1.82%至 26590.32点,恒生科技指数下跌2.13%至5270.70点,国企指数下跌2.06%至9007.86点。 当日恒指低开168.23点,开报26913.68点,开盘即为当日最高点,早盘期间震荡向下,午后有所反弹, 最终恒指跌491.59点,主板成交超2509亿港元。当日,港股通(南向)净流入超31亿港元。 整体来看,港口运输、百货业、建材水泥、高铁基建等股多为上涨,黄金、新能源车企、石油与天然 气、航空等股有涨有跌,新消费、有色金属、商业航天、生物医药、科网、银行、券商、房地产等股多 有下跌。 个股方面,小米集团跌2.24%,长飞光纤光缆涨1.17%,中国平安跌4.12%,中芯国际跌2.39%,泡泡玛 特跌5.88%,智谱涨12.14%,友邦保险跌0.93%,荣昌生物跌3.78%,建设银行跌1.83%,小鹏汽车涨 1.65%,商汤跌5.78%,老铺黄金跌6.46%,国泰君安国际跌4.48%,中国石油股份跌0.10%。 成交额前三的个股中,腾讯控股跌3.35%,成交超188亿港元;阿里巴巴跌2.76%,成交超1 ...
春节期间南京接待游客量2068.2万人次 游客总花费235.1亿元
Zhong Guo Xin Wen Wang· 2026-02-24 09:29
春节期间南京接待游客量2068.2万人次 游客总花费235.1亿元 中新网南京2月24日电 (记者 朱晓颖)"南京发布"24日公布,经综合测算,春节长假9天(2月15日至23 日),南京市累计接待游客量为2068.2万人次,游客总花费为235.1亿元,与2025年春节8天假期相比,分 别增长22.4%和29.7%,按可比口径同比分别增长12.4%和15.3%。 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview"),看更多精彩财经资讯。 银联商务数据显示,南京春节期间异地文旅消费金额为49.3亿元,同比增长44.6%,在江苏省占比 20.1%,在全省排名第一。携程、同程数据显示,南京游客接待人次、消费金额均居江苏省第一。美团 数据显示,南京游客接待人次为江苏省第一、全国第三。途牛、美团、飞猪发布的全国十大热门旅游目 的地城市,南京均榜上有名。(完) 来源:中国新闻网 编辑:王永乐 南京智慧旅游大数据监测平台显示,春节期间,南京景区景点游客量为1058. ...
港股三大指数全线跳水,恒生科技跌超2%,科技巨头齐跌!中国中免跌超10%,智谱逆势大涨12%|港股收盘
Mei Ri Jing Ji Xin Wen· 2026-02-24 09:05
Market Overview - The Hong Kong stock market experienced a decline across all major indices, with the Hang Seng Index falling by 1.82%, the Hang Seng Tech Index down by 2.13%, and the National Enterprises Index decreasing by 2.06% [1] - Major internet technology stocks also saw significant drops, including Tencent Holdings down nearly 3.3%, Alibaba down 2.7%, and Kingsoft Cloud down 5% [1] Stock Performance - Tencent Holdings closed at 188.29 billion, down 3.346% [2] - Xiaomi Group fell by 2.243%, closing at 51.03 billion [2] - Alibaba's stock decreased by 2.760%, ending at 148.00 billion [2] - Meituan saw a decline of 4.235%, closing at 55.24 billion [2] - China Duty Free Group experienced a significant drop of over 10.506%, closing at 8.37 billion [3] Sector Analysis - The robotics, pharmaceuticals, and duty-free sectors all faced declines, with China Duty Free Group dropping over 10%, and other companies like Tigermed and Zhaoyan New Drug falling by more than 3.6% and 7.3% respectively [3] - Conversely, Zhizhu saw a notable increase of over 12%, marking a rise of over 440% since its listing in January [3] Future Outlook - According to Liu Gang, a managing director at CICC, the credit cycle will determine index space, while industry trends will influence structural strength [3] - Short-term market adjustments may occur, but there is potential for upward correction after a pullback [3] - The mid-term outlook suggests a projected earnings growth of 3% to 4% for Hong Kong stocks, with the Hang Seng Index potentially rising to around 28,000 to 29,000 points [3] - The influx of capital from the south post-Chinese New Year is expected to provide liquidity support for the Hong Kong market [3] - Recommendations include focusing on technology (AI computing and applications), non-bank financials (insurance), and dividend stocks, with an emphasis on the need to confirm earnings and liquidity turning points for the Hang Seng Tech Index [3]
2026年春节长线游成主流 “反向过年”带火县域经济
Xin Hua Cai Jing· 2026-02-24 09:01
出游热也带火了餐饮消费。茶百道数据显示,重庆、成都、上海、北京、杭州等五大旅游热门城市销量 领跑;甘肃嘉峪关、四川阿坝州、湖北潜江、山西朔州、广西贵港等"小众目的地"进入销量增幅前十, 有景区门店销量涨幅高达4500%。 新华财经北京2月24日电2026年春节假期落下帷幕。受"超长假期"带动,旅游消费市场呈现新动向。多 家旅游平台数据显示,今年春节,长线游成为主流,"反向过年"与县域旅游热度交织,家庭"多代同 游"特征显著,假日经济在供需两旺中展现出新活力。 美团在《2026春节消费洞察报告》中指出,受返乡团圆、"反向过年"等多重需求激发,北京、上海、成 都、重庆、深圳等城市跻身热门目的地前十。长途游备受青睐,选择300公里以上目的地的比例提升 70%。马蜂窝数据显示,春节假期5天以上长线出游订单量占比达59.6%,人均出游6.4天,较去年增加 半天。 家庭出游成为拉动文旅消费的核心力量,"多代同游"趋势凸显。美团旅行数据显示,春节期间亲子票预 订量同比增长76%;马蜂窝数据显示,家庭亲子客群占比高达68%,其中"三代同游"占比达34%。 值得注意的是,"反向过年"潮流持续升温,县域小城的旅游热度显著升温。去 ...
港股收评:三指齐跌!恒科指跌2.13%,权重科技股全线下挫
Ge Long Hui· 2026-02-24 08:43
| 代码 名称 | 最新价 | 涨跌额 | 涨跌幅 へ | | --- | --- | --- | --- | | 800700 恒生科技指数 | | 5270.70 -114.65 -2.13% | | | 800100 国企指数 | 9007.86 | -189.52 | -2.06% | | 800000 恒生指数 | | 26590.32 -491.59 -1.82% | | 数跌2.06%,恒生科技指数盘中一度跌至2.7%,最终收跌2.13%。 2月24日,关税恐慌再现、以及地缘政治紧张,受美股大跌影响,港股马年第三个交易日三大指数大幅下挫,恒生指数跌1.82%,国企指 盘面上,大金融股(银行、保险、券商)全天表现弱势,保险股跌幅尤其明显,中国银河、中金公司领衔中资券商股下跌;春节挡票房同 比大幅下滑,影视板块跌幅较大,旅游观光股、光伏股、有色金属股纷纷走低。另一方面,半导体储存概念股逆势上扬,兆易创新大涨 近12%领衔,港口及海运股、油气股全天活跃。 | | | | 油气生产商 | 能源储存装 | 消费性电讯设 -1.81% | 生物技术 -2.39% | | 服装 -1.19% | | --- ...
交银国际每日晨报-20260224
BOCOM International· 2026-02-24 08:41
Core Insights - The report maintains a "Buy" rating for Huahong Semiconductor, with a target price raised to HKD 120, indicating a potential upside of 27.5% from the closing price of HKD 94.15 [1] - The revenue for Q4 2025 reached USD 659.9 million, a 3.9% increase quarter-over-quarter, aligning closely with previous guidance [1] - The gross margin for Q4 2025 was 13.0%, which is the median of the prior guidance range of 12-14%, reflecting a slight decrease of 0.5 percentage points from the previous quarter [1] Production Capacity and Financial Projections - Huahong's ninth factory is accelerating production, with an expected increase of 42 kwpm in 12-inch equivalent capacity in 2025, potentially reaching a total capacity of 83 kwpm by the end of 2026 [2] - Capital expenditures for 2025 are projected at USD 1.81 billion, a year-over-year decrease of 34%, with forecasts of USD 1.62 billion and USD 2.40 billion for 2026 and 2027, respectively [2] - Revenue projections for 2026 and 2027 have been adjusted to USD 2.843 billion and USD 3.349 billion, respectively, with gross margin estimates of 14.2% and 16.2% for the same years [2] Market Performance - The Hang Seng Index closed at 27,081.91, reflecting a 1.41% increase over the past five days and a 5.66% increase year-to-date [5] - Key global indices showed varied performance, with the Dow Jones down 1.66% and the S&P 500 down 1.04% [3] - Commodity prices have seen significant movements, with Brent crude oil rising by 7.36% over the past three months and gold futures increasing by 19.95% [3]
美团、携程、腾讯、阿里、百度,今日齐跌
Di Yi Cai Jing Zi Xun· 2026-02-24 08:40
Market Overview - The Hang Seng Index closed down by 1.82% at 26,590.32, with a decline of 491.59 points and a trading volume of 251 billion [2] - The Hang Seng Tech Index fell by 2.13% to 5,270.70, decreasing by 114.65 points with a trading volume of 68.9 billion [2] - The Hang Seng Biotech Index dropped by 3.34% to 15,654.19, down by 541.42 points with a trading volume of 11 billion [2] - The Hang Seng China Enterprises Index decreased by 2.06% to 9,007.86, down by 189.52 points with a trading volume of 90 billion [2] - The Hang Seng Composite Index fell by 1.69% to 4,078.66, down by 70.08 points with a trading volume of 178.1 billion [2] Sector Performance - Technology stocks experienced widespread declines, with notable drops including SenseTime and Tencent Music falling over 5%, Meituan and Kingsoft down over 4%, and Ctrip and Tencent Holdings down over 3% [2] - Other major tech companies such as Kuaishou, Alibaba, Baidu, SMIC, Xiaomi, and JD Health all saw declines exceeding 2% [2] Individual Stock Movements - Kingdee International saw a significant drop of 7.77% to 9.970, with a trading volume of 721 million [3] - SenseTime fell by 5.78% to 2.610, with a trading volume of 2.326 billion [3] - Tencent Music decreased by 5.62% to 57.100, with a trading volume of 170 million [3] - Meituan dropped by 4.24% to 81.400, with a trading volume of 5.524 billion [3] - Kingsoft fell by 4.23% to 26.740, with a trading volume of 424 million [3] - Ctrip Group decreased by 3.83% to 406.800, with a trading volume of 2.044 billion [3] - Tencent Holdings fell by 3.35% to 520.000, with a trading volume of 18.829 billion [3] - Other notable declines included Alibaba Health down 2.94%, Kuaishou down 2.77%, Alibaba down 2.76%, SMIC down 2.39%, Xiaomi down 2.24%, and JD Health down 2.15% [3] Robotics Sector - The robotics sector collectively weakened, with UBTECH falling over 8%, Sanhua Intelligent Control down over 6%, and Horizon Robotics down 2% [5][6]