暮色渐沉，雪韵大街上的大红灯笼次第亮起，暖红色的光晕映在绵软的积雪上。东北大秧歌、踩高跷、 安塞腰鼓等民俗表演接连登场，演员与观众热情互动，搅热了雪乡零下10多摄氏度的寒夜。 不仅是东北，文旅市场的热潮在2026年超长春节假期的带动下，席卷全国。飞猪数据显示，春节假期国 内游订单量再创新高，其中门票订单量同比去年增长超80%，酒店间夜量同比增长75%。 转自：经济参考报 新华财经北京2月24日电 国内游门票订单量同比增长超80%，年俗IP从北国雪乡火到潮汕街头；可穿戴 装备销售环比增长62%，"新智家电"成为年货顶流……2026年超长春节假期，消费市场的精彩远不止一 面，涌动的活力彰显着内需潜力，也为全年消费增长积蓄了新动能。 如果说年俗是春节消费的"传统底色"，那么"数智"则描绘出节日市场的"时代亮色"。记者走访多地车市 和家电市场发现，在以旧换新政策的加持下，汽车、家电等耐用消费品正经历一场"智能化跃迁"。 "初三开始客流就很可观。"在江苏泗阳县比亚迪4S店，资深销售刘萍向记者细数今年春节假期的咨询热 点。她发现，近九成到店客户都是来咨询置换的。"大家算的不仅是补贴账，更是长远的经济账和体验 账——换个更 ...

Core Insights - Zibo has transformed into a "first-generation internet celebrity" city, attracting visitors from various regions and showcasing its cultural and tourism appeal through upgraded attractions and AI technology integration [2][5] Group 1: Tourism and Cultural Development - The "Badaju" area has evolved from a traditional market into an AI immersive cultural tourism complex, enhancing consumer experience and cultural engagement [2][5] - The "Caishenju" section features interactive AI and non-heritage cultural workshops, allowing visitors to create personalized art pieces, thus transforming them from mere observers to active participants [3][5] - The China Ceramic Glaze Museum has become a popular destination, offering immersive experiences through VR technology that transports visitors to historical scenes [3][4] Group 2: Industrial and Technological Advancements - AI technology is being integrated into Zibo's industrial sector, exemplified by the self-learning spray glaze robots that enhance production efficiency and product quality [4][5] - Zibo has been designated as a demonstration zone for the transformation and upgrading of old industrial bases, with a focus on incorporating "Artificial Intelligence+" into its development plans [4][5] - The digital economy in Zibo has surpassed 30 billion yuan, with R&D expenditure accounting for 3% of GDP, indicating a strong commitment to innovation and technology [4][5] Group 3: Data and AI Initiatives - Zibo launched its first AI data labeling project, processing an average of 150,000 data entries daily, and establishing partnerships with leading companies like Alibaba and Geely [5] - The city is developing a complete "data collection-labeling-algorithm" industry chain, showcasing its potential in cutting-edge fields such as autonomous driving and medical imaging [5]

来源：格隆汇APP 癌症细胞疗法公司Arcellx涨超77%，消息面上，吉利德科学据悉将以每股115美元的价格收购该公司。 Visa跌超4%，创去年6月份以来最大单日跌幅；MasterCard跌超5%，创去年4月份以来最大单日跌幅。 纳斯达克中国金龙指数收跌0.95%，热门中概股里，网易收跌1.7%，百度、小马智行、新东方至少跌约 1%，阿里跌0.8%，腾讯、拼多多、小米、理想则至多涨0.9%，比亚迪、美团、百胜中国、文远知行、 蔚来至多涨4.5%。 市场预计美国总统特朗普可能快会下令对伊朗发动大规模空袭，避险情绪升温；美股三大指数收盘均跌 超1%，道指跌1.66%，纳指跌1.13%，标普500指数跌1.04%。大型科技股多数下跌，微软、奈飞跌超 3%，特斯拉、亚马逊、Meta跌逾2%，谷歌、英特尔跌超1%；苹果、英伟达小幅上涨。IBM跌超13%， 创2000年以来最大跌幅。诺和诺德跌超16%，在临床试验中，旗下产品CagriSema的效果不及礼来的 Zepbound。 ...

转自：成都日报锦观 成都市重点产业链图谱 目前，成都已拥有13条千亿级产业链。在此基础上，2025年有10条产业链营收实现两位数增长。千亿产 业夯实全国先进制造业基地建设基石，营收保持两位数增长的新兴产业、未来产业则给了成都向未来要 动力的底气。 推进产业链现代化，事关高质量发展大局、城市现代化全局。2025年9月召开的成都市重点产业链建设 工作推进会上明确，"形成更多万亿级、千亿级产业集群"。 这些重点产业链共同构建起成都现代化产业体系的"四梁八柱"，让高质量发展底盘更稳。 人工智能 主要承载地 四川天府新区 成都高新区 武侯区 成华区 目前 2025年 全市人工智能核心产业规模 国家备案大模型达15款 集成电路 主要承载地 四川天府新区 成都高新区 双流区 目前 按照"强设计、优制造、扩封测、延链条"的思路，成都努力打造国家集成电路产业战略备份基地和中 国"芯"高地。目前，全市聚集比亚迪半导体、成都海光等企业400余家，培育国家"专精特新"小巨人企 业56家，产业规模全国第8，初步形成IC设计、晶圆制造、封装测试以及装备材料等较为完整的产业体 系 新型显示 超1500亿元 同比增长超39% 近3年平均增速 ...

Every market cycle creates a new group of instant experts who promise you the next hot trade, the next AI moonshot, or the one stock that will make you rich by Friday afternoon.Meanwhile, some of the smartest investors in the world keep doing the same quiet, disciplined work they have always done.Li Lu is one of those investors. He does not chase headlines, he does not run around predicting the economy, and he does not build portfolios stuffed with hundreds of positions just to look busy.Instead, he owns a ...

100%赖账，这何尝不是一种极致的诚信！ 在中国成长为人类历史首个顺差超万亿国家的路上，有一个奇葩国家可谓功不可没，它坐拥全球最多的人口，奉行"不占便 宜就是吃亏"的国策，管你是老牌帝国主义和新兴工业强国，平等地坑着所有人，不开玩笑，能捞一把是一把，别跟我提什 么客户维系，不需要，谈感情伤钱~ 这个国家，就是印度你三哥，可偏偏就这么个生意人最烦的货色，最近我发现，在中国这些外贸大神的眼里，不仅不反 感，居然还是"优质客户"？ 风险都来自不确定性，始料未及应对不力才会遭受损失，可如果对方是摇了铃的老赖，百分百耍心眼，那可太好了，这种 手拿把掐能预测的事，不仅没风险，而且还没账期。 和印度人做生意最大的好处是，首付即全款，尾款算提成，省事。 巴拉特的商业环境，是出了名的险恶，你以为只有人可以不要脸，不，一个国家照样能~ 三哥对此一般不接受，凭什么，我向来付首款就拿货，你看不起谁？ 那精彩的就来了，后手拳：不全款可以，价格提高四倍，支付30%就发货（就算你敢坑我，只要首款到手就准稳不亏，尾 款我也不指望） 给印度报价的首付款，就高于别人的全款，即便他还能讲价，最后账上还有赢收，他像往常一样又赖掉了尾款，你现款现 货 ...

岚图这次"上市确定性落地"，听着像过年放鞭炮，实际更像把招牌挂上墙：先把牌照拿到手，先把门开起来，至于店里有没有现钱进账，得另算。 核心关键词只有四个字：介绍上市。它不发新股、不做即时融资，只是让现有股份在港交所挂牌交易，资本市场不会因为你"挂牌"就自动把钱塞进你口 袋。 真正的大动作，其实是东风集团股份的"私有化退市+岚图分派"。港交所通告里写得很直白：东风H股股东每股拿到6.68港元注销价，同时还会得到 0.3552608股岚图H股。 所以这不是"东风给岚图输血"的戏码，更像"东风把岚图从体内剥离出来，换一副更好讲故事的资本外壳"。东风要把自己从港股撤下去，岚图接过位置继 续留在台上。 把这三件事放一起看就懂了：岚图上市的主要任务，是"圈到更便宜、更长期、更国际化的钱"，而不是"撒钱让股民短线暴富"。介绍上市本身也不送钱， 送钱得等下一次融资动作。 小米这边更典型：车卖得热闹，股价照样能"跌跌不休"，财新直接写了从接近60港元跌到35港元附近、市值蒸发数千亿港元的过程——这就是情绪退潮后 的真实杀伤力。 | 序号 | 变更事项 | 变更前内容 | 变更后内容 | 变更日期 | | --- | --- | ...

Group 1: Domestic Consumption and Market Performance - During the Spring Festival, the domestic consumption market showed strong performance, with 20.5 billion yuan allocated for consumer benefits through vouchers and subsidies [1] - The total box office for the 2026 Spring Festival exceeded 5 billion yuan, with over 100 million viewers for the eighth consecutive year [1] - The transportation sector saw a record 5.08 billion people moving across regions during the first 20 days of the Spring Festival, averaging 250 million daily, a 5.6% increase from the same period in 2025 [1] - The steady growth in domestic travel and consumption data provides solid fundamental support for the market post-holiday [1] Group 2: Robotics Industry Insights - The appearance of humanoid robots during the Spring Festival Gala has sparked significant market interest, marking a key transition for AI from concept to practical application [2] - The robotics sector is expected to become the fourth major industry in China, following home appliances, smartphones, and new energy vehicles, with a favorable investment outlook over the next three years [2] - By 2026, the market is anticipated to shift from concept speculation to order-driven performance, with a clear distinction between companies with core technologies and those merely speculating [2] Group 3: U.S. Trade Policy Impact - The U.S. Supreme Court ruled that the large-scale tariff measures implemented by the Trump administration lacked legal authorization, leading to a dramatic reversal in trade policy [3] - Following this ruling, a new 15% tariff was announced, effective for 150 days, which may create a "tariff gap" as the process for extending it is complex [3] - Short-term implications include a potential recovery for export-oriented companies in sectors like light industry, consumer electronics, and automotive parts due to reduced effective tax rates [3] Group 4: Market Trends and Predictions - The Hong Kong stock market showed strong performance, with the Hang Seng Index rising by 2.53%, providing a reference for A-share movements post-holiday [4] - Historical data indicates a 75% probability of the Shanghai Composite Index rising in the five days following the Spring Festival, with an average increase of 1.2% [7] - Analysts expect a structural differentiation in the A-share market, with AI and humanoid robotics sectors likely to be highlights due to their increased attention during the holiday [7] Group 5: AI Industry Developments - OpenAI announced a significant reduction in its planned capital expenditure for computing power to approximately $600 billion by 2030, down from a previous commitment of $1.4 trillion [8] - This reduction has led to mixed market interpretations, with some viewing it as a signal of slowing industry expansion, while others argue that the two figures are not directly comparable [8] - Despite potential short-term disturbances in A-share AI-related sectors, the domestic AI industry is expected to maintain independent growth driven by its own demand and application needs [8]

2月23日，港股三大股指强势震荡。 截至当日收盘，恒生指数收涨2.53%，收报27081.91点；恒生科技指数涨3.34%，报5385.35点；恒生国 企指数涨2.65%，报9197.38点。 科技龙头、半导体、有色、新能源汽车股表现亮眼。紫金矿业、美团、中芯国际涨超5%，涨幅位居恒 指成分股前列。新能源汽车股普涨，蔚来涨近6%，比亚迪股份涨近5%。 行业方面，恒生原材料业指数大涨4.27%，赣锋锂业涨超8%，紫金黄金国际、五矿资源涨近7%。大模 型概念股回落，智谱跌近23%，MINIMAX跌超13%。 其实，在节前最后一个交易周，聚焦港股科技、互联网及消费板块的相关主题ETF已吸引了较为明显的 资金关注。 港股相关ETF产品节前净流入额居前 春节长假效应显现，股票型ETF在节前最后一周遭遇资金明显撤离。 Wind数据显示，2月9日至13日，全市场1338只股票型ETF持续"失血"，全周均为净流出状态。其中，2 月13日（节前最后一个交易日）的净流出额达到周内最高，为193.49亿元。 不过，在整体资金流出的背景下，部分行业主题ETF逆势获得资金加仓，尤以港股相关ETF产品表现突 出。 数据显示，易方达中概互 ...

五震荡走低，险守二十天线。恒指随外围低开 132 港股回顾 点，跌幅随即扩大至 247 点，低见 23730 点，其后跌幅 一度收窄至仅 20 点，午后大盘走势偏软，尾盘沽压再 度扩大。截至收盘，恒指收报 23831 点，下跌 145 点或 0.61%；国指收报 9656 点，下跌 47 点或 0.49%，大市 成交进一步减至 827.99 亿。港股通录得净流入资金 4.84 亿，其中港股通(沪)净流入 2.83 亿，港股通(深)净 流入 2.01 亿。板块方面，本地地产、软件、5G 概念板 块跌幅靠前；黄金股逆市走强。 港股马年首个交易日主要股指表现分化，恒生指 数跌 1.1%报 26413.35 点，恒生科技指数跌 2.91% 报 5211.5 点，恒生中国企业指数跌 1.22%报 8959.56 点，恒生红筹指数逆势涨 0.09%报 4384.28 点，大市成交 1653.73 亿港元。盘面 上，互联网科技股普跌，百度跌超 6%，阿里巴巴 跌近 5%；半导体股走弱，华虹半导体跌近 6%，中 芯国际跌超 3%。国产 AI 大模型板块逆势走强， 智谱涨近 43%，MiniMax 涨超 14%，两者市值均突 ...