2、 随着雪球大V"金浤"因"抢帽子"操纵市场被重罚，一批雪球投资大V被相继封号。1月20日，雪球发 布三则涉资本市场违规信息专项整治行动处置公告，22个大V账号被永久封禁，其中包括被称为"雪球 带货三大天王"的"杭州新城路"、"轮回666"和"福禄娃爷爷"。 3、 格陵兰危机与财政压力担忧引发全球债市抛售潮。日本长期国债遭遇史诗级抛售，30年期和40年期 国债收益率单日涨逾25个基点，40年期国债收益率升至4%上方，为近30多年来首次。美国10年期、20 年期、30年期国债收益率均上涨8个基点左右。丹麦养老基金AkademikerPension计划"清仓"美国国债， 称美国"不再是优质信用主体"。该基金截至2025年底持仓美债约1亿美元。 1、 国务院副总理何立峰出席世界经济论坛2026年年会并发表致辞。何立峰还应约分别与美国财长贝森 特、英国财政大臣里夫斯举行中美经贸磋商机制和中英经济财金对话机制双方牵头人会谈，就中美、中 英经贸领域相关问题交换意见。 2、 国家发改委有关负责人介绍，2026年宏观政策要把发力点放在做强国内大循环上，全方位扩大国内 需求。其中，将优化"两新"政策的支持范围和补贴标准；研究 ...

投资界消息，1月19日，上海浦东资本投资运营有限公司揭牌成立，作为浦东打造的专业化国资资本运营平台，注册资本达100亿元，旨在通过激发国资改 革动能，进一步整合全区资源要素、推动重点产业发展，助力引领区建设开创新局面。 仪式上，区国资委介绍了本轮国资国企改革的阶段性成效。经过三年改革深化提升行动，浦东国资经济效益实现跨越增长，区属企业资产总额、营业收入 两项指标均实现两位数增长，为区域经济社会发展提供有力支撑。国资布局持续优化完善，围绕产业发展与民生保障等领域，组建浦东资本、浦盛集团， 推动城市更新、养老、水务、土地征收等板块重组。产业生态建设扎实推进，构建形成"2+X"国资创投矩阵，组建三大国资母基金群，在生物医药、集成 电路等重点产业领域布局8家产业平台公司，推动产业投资占比从10%提升至近40%。一批改革标志性项目落地实施，成功推动张江公募REITs、外高桥工 业厂房持有型不动产ABS、陆家嘴股份定向增发等全国首批、首单资本运作标杆项目实现突破。 来源：浦东发布 据悉，浦东资本将以"存量资产运营、市值管理、外部董事专业管理"三大核心功能为支柱，切实发挥资本"运营平台"、转型"赋能引擎"、国资监管"协同 ...

上海浦东打造百亿元级国资资本运营平台 中新网上海1月19日电 (记者 李姝徵)上海浦东资本投资运营有限公司19日揭牌成立。作为浦东打造的专 业化国资资本运营平台，上海浦东资本投资运营有限公司注册资本达100亿元，旨在通过激发国资改革 动能，进一步整合浦东全区资源要素、推动重点产业发展。 据悉，上海浦东资本投资运营有限公司将以"存量资产运营、市值管理、外部董事专业管理"三大核心功 能为支柱，切实发挥资本"运营平台"、转型"赋能引擎"、国资监管"协同支点"的战略使命，服务浦东国 资国企改革大局。 编辑：张澍楠 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。 仪式上，上海市浦东新区国有资产监督管理委员会介绍了本轮国资国企改革的阶段性成效。经过三年改 革深化提升行动，浦东国资经济效益实现跨越增长，区属企业资产总额、营业收入两项指标均实现两位 数增长，为区域经济社会发展提供有力支撑。 浦东国资布局持续优化完善。围绕产业发展与民生保障 ...

组建浦东资本是浦东新区深入贯彻落实中央及上海市委、市政府关于深化国资国企改革决策部署的重要 举措，是优化国有资本布局、提升资本运营效率、服务引领区建设的战略性安排。浦东资本将以"存量 资产运营、市值管理、外部董事专业管理"三大核心功能为支柱，切实发挥资本"运营平台"、转型"赋能 引擎"、国资监管"协同支点"的战略使命，服务浦东国资国企改革大局。 据"浦东发布"微信公众号，1月19日，上海浦东资本投资运营有限公司揭牌成立。作为浦东新区打造的 专业化国资资本运营平台，其注册资本达100亿元，旨在通过激发国资改革动能，进一步整合全区资源 要素、推动重点产业发展，助力引领区建设开创新局面。 仪式上，浦东新区国资委介绍了本轮国资国企改革的阶段性成效。经过三年改革深化提升行动，浦东国 资经济效益实现跨越增长，区属企业资产总额、营业收入两项指标均实现两位数增长，为区域经济社会 发展提供有力支撑。国资布局持续优化完善，围绕产业发展与民生保障等领域，组建浦东资本、浦盛集 团，推动城市更新、养老、水务、土地征收等板块重组。产业生态建设扎实推进，构建形成"2+X"国资 创投矩阵，组建三大国资母基金群，在生物医药、集成电路等重点产业 ...

经过三年改革深化提升行动，浦东国资经济效益实现跨越增长，区属企业资产总额达1.15万亿元，营业 收入1153亿元，两项指标均实现两位数增长，为区域经济社会发展提供了有力支撑。 浦东新区国资委主任张福军表示，浦东国资布局持续优化完善，围绕产业发展与民生保障等领域，组建 浦东资本、浦盛集团，推动城市更新、养老、水务、土地征收等板块重组，有效促进了资源向优势主业 和优势企业集聚，提升了国有资本服务区域战略的整体效能。 同时，浦东国资的产业生态建设扎实推进，构建形成"2+X"国资创投矩阵，组建三大国资母基金群，管 理规模超600亿元，基金实现三大先导、六大硬核及类脑智能等未来产业全覆盖；在生物医药、集成电 路等重点产业领域布局8家产业平台公司，推动产业投资占比从10%提升至近40%，企业创新能力和产 业能级同步增强。 改革标志性项目亮点纷呈，成功推动张江公募REITs、外高桥工业厂房持有型不动产ABS、陆家嘴股份 定向增发等一批全国首批、首单资本运作标杆项目落地，进一步彰显了浦东国资国企在深化改革、转型 发展方面的活力。 浦东资本与浦发集团、创投集团交接标的资产 浦东新区最新成立一家注册资本达100亿元的专业化资本运 ...

资本运作更突破：成功落地张江公募REITs、外高桥工业厂房持有型不动产ABS、陆家嘴股份定向增发 等一批全国首批、首单资本运作标杆项目，浦东国资在资本市场的创新实力频频"出圈"。 "浦东资本不是简单的物理整合，而是要产生化学反应。"上海一位投资人指出，这家战略地位突出的平 台公司，将推动国资管理从"管资产"向"管资本"根本性转变。 据悉，根据规划，浦东资本将分步整合优质资产，灵活运用各类金融工具，持续优化国有资本布局。其 最终目标清晰而明确：为浦东引领区建设提供更加充沛的国资动能。随着这个百亿元级资本运营平台正 式启航，浦东国资国企改革的"下一程"，值得期待。 规模效益双跃升：区属国企资产总额达1.15万亿元，年营收突破1153亿元，两大核心指标均实现两位数 增长，为区域发展注入强劲动能。 布局结构更优化：聚焦产业升级与民生保障，浦东不仅组建了浦东资本，还成立浦盛集团，推动城市更 新、养老服务、水务运营、土地征收等板块重组，国资服务大局的能力显著提升。 产业投资更精准：构建"2+X"国资创投矩阵，设立三大国资母基金群，覆盖实现三大先导、六大硬核及 类脑智能等未来产业。特别是在生物医药、集成电路等关键领域，布局 ...

3、外交部发言人宣布，中共中央政治局委员、国务院副总理何立峰将于1月19日至22日赴瑞士达沃斯出 席世界经济论坛2026年年会并访问瑞士。 4、针对美国和中国台湾地区日前达成贸易协议削减台对美半导体出口关税，外交部表示，中方一贯坚 决反对建交国与中国台湾地区商签任何具有主权意涵和官方性质的协定，美方应当切实恪守一个中国原 则和中美三个联合公报。 5、国务院国资委主任张玉卓表示，2026年国资国企着力推进国有经济布局优化和结构调整。各地国资 委以编制"十五五"规划为契机，紧紧围绕推动国有资本"三个集中"，指导企业做强做优主业实业，更好 服务现代化产业体系建设。 6、 市场监管总局出台《市场监督管理行政处罚案件违法所得认定办法》，自3月20日起施行。《办 法》明确市场监管领域违法所得认定的基本原则、计算规则及疑难问题的处理规则，为监管执法提供清 晰指引。 1、 证监会召开2026年系统工作会议。会议强调，坚持稳字当头，巩固市场稳中向好势头。全方位加强 市场监测预警，及时做好逆周期调节，强化交易监管和信息披露监管，进一步维护交易公平性，严肃查 处过度炒作乃至操纵市场等违法违规行为，坚决防止市场大起大落。启动实施深化 ...

Group 1 - The China Securities Regulatory Commission has approved an adjustment to the financing margin ratio for investors, increasing the minimum margin from 80% to 100% for new financing contracts, aimed at reducing leverage and protecting investor rights [1] - The policy for tax refunds on housing transactions for residents has been extended until the end of 2027, allowing taxpayers to receive tax refunds on capital gains from selling their homes if they purchase a new home within one year [1] - A potential IPO boom is anticipated in 2026, with several top global tech companies, including OpenAI and SpaceX, preparing for their public offerings [1] Group 2 - The State Council Information Office will hold a press conference on January 15 to discuss the effectiveness of monetary and financial policies in supporting high-quality economic development [2] - China's foreign trade is projected to reach 45.47 trillion yuan in 2025, marking a 3.8% year-on-year increase, with December exports of rare earths surging by 32% [2] - The People's Bank of China will conduct a 900 billion yuan reverse repurchase operation on January 15, continuing a trend of increasing liquidity in the market [2] Group 3 - A-share market saw a trading volume nearing 4 trillion yuan, with the Shanghai Composite Index closing down 0.31% while the Shenzhen Component Index rose by 0.56% [3] - The Hong Kong Hang Seng Index increased by 0.56%, with significant net buying from southbound funds, particularly in Tencent Holdings [3] - Recent regulatory updates have imposed stricter requirements on fund dividends to ensure compliance and prevent manipulation [3] Group 4 - The insurance fund investment reform pilot has received an additional 40 billion yuan in approved funds, indicating a growing trend in long-term investments [4] - The A-share GEO (Generative Engine Optimization) concept has gained market attention, with several stocks experiencing significant price increases [4] - The Zhejiang Securities Regulatory Bureau has initiated an investigation into Sunflower's restructuring plan for misleading statements [5] Group 5 - The China Association of Automobile Manufacturers reported that both production and sales of automobiles in 2025 are expected to exceed 34 million units, maintaining China's position as the world's largest automotive market [9] - The 2026 work meeting emphasized enhancing the self-sufficiency of the supply chain in the new energy vehicle sector and promoting the application of new energy heavy trucks [9] Group 6 - The sixth batch of high-value medical consumables procurement results is expected to be implemented by May, covering various medical devices [10] - Shanghai has launched an action plan for autonomous driving, aiming to test L3-level vehicles and scale L4-level technology applications [10] Group 7 - Visa has partnered with BVNK to accelerate the adoption of digital assets in daily transactions, integrating stablecoin financing into its payment network [11] - OpenAI has signed a three-year agreement with Cerebras for a significant procurement of computing power, valued at over $10 billion [11] Group 8 - The U.S. Federal Reserve's Beige Book indicates modest to moderate economic growth across most districts, with consumer spending showing slight improvements [13] - The U.S. Treasury Department has issued warnings for citizens to leave Iran amid rising geopolitical tensions [13]

Core Insights - Shanghai is experiencing a cultural and consumption boom, with a significant increase in large-scale events and activities, reflecting the city's vibrant and modern character [1][2][9] Group 1: Cultural Events and Consumer Engagement - The number of large-scale events in Shanghai increased by 44% year-on-year from January to November 2025, with over 41.6 million participants, an increase of 8.36 million [1] - The "Pyramid at the Top: Ancient Egyptian Civilization Exhibition" at the Shanghai Museum attracted 2.77 million visitors, setting a global record for a single paid exhibition and generating over 35 billion in comprehensive consumption [2][3] - The Shanghai Museum's cultural and creative products generated over 4.4 billion in revenue, surpassing ticket sales, showcasing the museum's role as a modern cultural player [2][3] Group 2: Innovative Cultural Integration - The integration of cultural tourism and commerce is being driven by innovative mechanisms and cross-industry collaboration, enhancing the overall consumer experience [4][9] - The "Shanghai Front Beach Music Festival" is set to host 20 events in 2026, each attracting 30,000 to 50,000 attendees, significantly boosting local commerce [8][9] - The "Travel Selection Shanghai Super Exciting" competition has engaged over 8,000 participants, generating over 2.5 billion views on Douyin, highlighting the effectiveness of community-driven marketing [10][11] Group 3: Policy and Infrastructure Development - Shanghai's government is optimizing policies for large-scale events, increasing venue capacity utilization from 83%-85% to 93%-98% since 2019 [11] - The city is developing a large outdoor performance venue in the Expo Bund area, capable of accommodating 30,000 to 50,000 attendees, demonstrating a commitment to enhancing cultural infrastructure [6][7] - The implementation of incentive policies for cultural creative product development has encouraged innovation and sales across various cultural institutions [3]

Group 1 - QDII funds are set to receive policy support, with adjustments required in the use of QDII quotas in public and private products, aiming for a 20% cap on private use by the end of 2027 [1] - The global competition for space resources is accelerating, with China applying for over 200,000 satellites, including two major constellations of 96,714 satellites each [1] - The State Administration for Market Regulation has revised the complaint handling procedures, adding six new clauses and modifying 22, focusing on rights protection and regulating malicious claims [1] Group 2 - The National Internet Information Office is soliciting opinions on regulations for personal information collection by apps, emphasizing that apps should only request necessary permissions when specific functions are used [2] - The China Chief Economist Forum highlighted the continuation of proactive fiscal policies, with potential gradual interest rate adjustments rather than drastic cuts [2] - Beijing aims to play a leading role in international technological innovation, focusing on major national projects and developing a world-class AI innovation hub [2] Group 3 - The 30th China Capital Market Forum discussed the establishment of equity guidance funds involving banks and social security, potentially supporting hundreds of billions in equity investments [3] - The China Securities Regulatory Commission has penalized an individual for insider trading, resulting in a total penalty of approximately 1.93 million yuan [3] - The U.S. Department of Commerce has rescinded plans to restrict imports of Chinese drones, addressing national security concerns [3] Group 4 - China's pumped storage capacity is expected to exceed 66 million kilowatts by the end of 2025, maintaining its position as the world's largest for ten consecutive years [4] - The 2026 Nuclear Fusion Energy Technology and Industry Conference will be held in Hefei, inviting various stakeholders to discuss fusion energy development opportunities [4] - The winter tourism market is anticipated to see a surge in demand, with domestic flight bookings expected to be 40% cheaper during the off-peak period [4] Group 5 - The Chongqing AI Bay Area construction has commenced, with agreements signed with leading AI companies [5] - Nanjing has launched a cross-border e-commerce talent cultivation plan, aiming to enhance local service platforms and integrate AI technology [5] - Financial technology is reshaping financial services through advanced technologies like AI and blockchain, enhancing resource allocation in tech innovation [5] Group 6 - SpaceX has received approval to deploy an additional 7,500 second-generation Starlink satellites, bringing the total to 15,000 [6] - Tencent's new chief AI scientist emphasized the company's focus on enhancing its services in the 2B market, leveraging its strong 2C background [6] - Geely is likely to announce expansion plans in the U.S. market within the next 24 to 36 months [6] Group 7 - Trump proposed lowering credit card interest rates to 10% for one year to alleviate the financial burden on Americans [7] - Discussions within the U.S. government are ongoing regarding potential financial incentives to persuade Greenland to separate from Denmark [7] - The U.S. Treasury has sufficient funds to handle any tariff refunds, despite potential delays in processing [7] Group 8 - Ethiopian Airlines has launched a $12.5 billion project to build Africa's largest airport, expected to be completed by 2030 [8] Group 9 - Investor Michael Burry is shorting Oracle, indicating concerns about the company's performance amid the AI hype [9] - Walmart will be added to the Nasdaq-100 index, replacing AstraZeneca [9] Group 10 - Henan has implemented strict regulations on state-owned enterprises issuing overseas bonds, aiming to control cross-border financing risks [10] - Two new asset-backed securities products have been successfully issued in Henan, marking a new model for digital finance [10] Group 11 - The Argentine government has completed a $4.3 billion payment to bondholders ahead of the deadline [10] - Trump discussed plans to revitalize Venezuela's oil industry during a meeting with oil executives [10] - Iraq's current oil export volume is approximately 3.5 million barrels per day, with expectations of a surplus in the oil market [10]