#互联网记忆我知道当年这批互联网 KOL 推广过诈骗项目，很多互联网从业者都被骗血本无归。谁知道后来怎么了？这批 KOL 有人因此坐牢吗？按常理推广肯定有巨额返佣的，当年 p2p 用户非常贵。玩皮斯 (@nokolay16):谁没年轻过呢，当年也是看着这俩位的公众号长大的，每篇不落，有一天俩人都推了一个叫懒投资的金融创新项目，说创始人多么年轻有为什么的，看完我就把家里钱放进去了，50w rmb，然后就取不出来了，然后就跑路了。接下来这两位就甩锅，说你们这些读者怎么这么智障呢 ...

Core Insights - The furniture industry in Guangdong, particularly in Foshan, is undergoing a significant transformation, with a focus on enhancing manufacturing capabilities and integrating cultural and smart elements into products [1][4][8] - The market for smart home products is expected to grow, with projections indicating a penetration rate exceeding 65% by 2025, and the overall furniture market in China anticipated to surpass 4.8 trillion yuan, reflecting a 12% year-on-year growth [1][8] Industry Trends - The furniture manufacturing output in Foshan is projected to reach approximately 180 billion yuan in 2024, with an export value of 9.8 billion USD, although growth rates are showing signs of slowing [1] - Companies are increasingly adopting strategies that incorporate "culture+" and "smart+" to meet new consumer demands and expand market reach [1][8] Company Initiatives - Federated Furniture has launched a flagship smart home store in Guangzhou in collaboration with Tmall Genie, marking a significant step in redefining industry standards for smart home integration [2][3] - The company has a history of embracing internet and smart technologies, having partnered with Tmall since 2017 to explore new retail models [4] Consumer Engagement - The rise of live streaming and short video marketing has become a crucial strategy for furniture companies in Foshan, with significant engagement observed during live broadcasts [6][7] - The integration of smart features in furniture, such as voice control and remote settings, is enhancing customer experiences and driving sales [3][6] Cultural Integration - There is a growing emphasis on cultural elements in furniture design, with companies like Lin's Furniture incorporating traditional Chinese aesthetics into their products, which has led to increased sales and recognition [9][10] - The trend of "Guochao" (national trend) is gaining traction, with brands leveraging Chinese cultural symbols to differentiate themselves in the market [9][10] Market Dynamics - The furniture industry is experiencing a brand-building boom, with companies focusing on creating unique identities and leveraging digital platforms to enhance visibility [5][6] - The government's support for home improvement and consumption upgrades is expected to stimulate market growth, with retail sales of furniture products showing a notable increase [7][8]

文 | 银行螺丝钉 （转载请注明出处） 今天大盘下跌，中证全指下跌1.2%，截止到收盘，还在4.2星。 大中小盘股都下跌，小盘股波动大一些。 红利等价值风格略涨。月薪宝含价值风格比较多，也略微上涨。 港股也出现波动。港股红利微涨，港股科技股下跌超2%。 螺丝钉也汇总了关于港股指数的估值，供参考，见文章下方图片。 今天市场波动，也跟特朗普重提加关税有关。 上半年4月份也来过一轮，也主要是影响市场短期的情绪。 上半年螺丝钉也提到过，对美元来说，关税是一把双刃剑。 关税提升，不利于美元通货膨胀降低； 庞大的美元负债，较高的利息支出，对美元压力也比较大。 所以关税来回扯皮，真正落地的高关税并不多。 这几天市场还是风格轮动。 今天成长风格下跌较多。创业板下跌超2%。 如果美元通货膨胀降不下去，那美联储降息节奏会放缓。 提高关税更多的是一个谈判工具，而非最终的目的。 同时看市场短期波动，是不是可以带来一些品种低估的机会。 像今年4月份关税危机的时候，也是今年A股港股很好的投资阶段。 1. 有朋友问港股科技类指数好像有很多，它们有啥区别呢？ 这里面涉及到几个名词。 （1）中概 意思是中国概念股票。 在美股、港股上市，但主营 ...

Core Viewpoint - The A-share market experienced a surprising strong recovery in the tail end of trading, particularly in the banking sector, which rebounded after a period of decline, indicating renewed investor interest in bank stocks [2][3][10]. Market Performance - As of the market close, the three major A-share indices showed mixed results, with the ChiNext index recovering from a 2% drop to close up 0.21%. The banking index rose by 1.28%, with several banks, including Industrial and Commercial Bank of China and China Construction Bank, seeing gains exceeding 3% [3][4]. Sector Analysis - There was a clear market divergence, with high-growth sectors like AI, internet, and biomedicine experiencing corrections, while traditional sectors such as banking, insurance, and public utilities saw a return of capital and increased stock prices [7][10]. - The banking sector had been in a downward trend since mid-July, with an overall decline exceeding 10%. Major state-owned banks like Everbright Bank and Bank of China saw declines of over 17% and 12%, respectively [8][10]. Capital Flow - On the day of the recovery, net inflows into bank stocks reached nearly 1.4 billion yuan, the highest among all sectors, with large orders accounting for over 22% of the total, indicating significant capital repositioning [10][11]. - Recent reports from Goldman Sachs indicated a surge in hedge fund investments in banks and insurance companies, suggesting a broader trend of renewed focus on financial stocks [11]. Dividend Considerations - The recent pullback in bank stocks was partly attributed to investors reallocating funds to higher-yield sectors, as well as the upcoming dividend distribution dates, which prompted some investors to take profits [12][14]. - For instance, Industrial and Commercial Bank of China announced a dividend of 0.1646 yuan per share, totaling 58.664 billion yuan, with the record date set for July 11, 2025 [14]. Long-term Outlook - Despite recent volatility, the long-term fundamentals for quality bank stocks remain intact, supported by strong capital inflows and a favorable interest rate environment. The anticipated easing of monetary policy could further enhance the attractiveness of high-dividend bank stocks [17][19]. - Predictions indicate a 1.0% year-on-year growth in net profit for listed banks in 2025, driven by improved net interest margins and increased provisions for potential risks [19][20]. Investor Sentiment - The recent market dynamics suggest a potential shift in investor sentiment, with funds that previously exited the banking sector beginning to return, as evidenced by a 3.2% increase in bank ETF shares since late September [21].

视频来源：连山壮族瑶族自治县融媒体中心 南方财经记者荷焱 实习生 昝金玉 李雪瑶 （原标题：陈开枝："媒体+"农产品营销模式对民族地区很重要） 日前，第八期民族地区（广东连山）电商人才公益大培训暨连山腐竹品牌推广活动在清远连山壮族瑶族 自治县启动。"全国扶贫状元"、广东省老区建设促进会会长陈开枝接受记者采访时表示：培训班为民族 学员开设的"媒体+"课程，探讨"媒体+"农产品营销模式，为民族县培育了电商"火种"，助力民族地区迈 入互联网、人工智能新时代，推动其特色产品借助互联网走向全国、走向世界。 ...

Core Points - Liu Dong, a prominent Chinese internet expert, has been inducted into the 2025 Internet Hall of Fame, marking him as the fifth Chinese scholar to receive this honor since the establishment of full internet access in China over 30 years ago [1][2] - The Internet Hall of Fame recognizes leaders and pioneers who have made significant contributions to internet innovation and development, with only 152 experts globally honored since its inception in 2012 [2] - Liu Dong's induction signifies a shift in internet development from connecting users and devices to connecting applications and intelligent agents, highlighting the evolution of the internet as a foundational element of civilization [2][3] Industry Impact - Liu Dong is recognized as a global leader in the IPv6 industry, having dedicated over 30 years to enhancing internet infrastructure and advocating for an open and interconnected internet [2][4] - Under Liu's leadership, China has built the world's largest commercial IPv6 network, with over 800 million users, leading the global deployment of IPv6 technology [4][5] - The global IPv6 deployment rate has surpassed 40%, with Asia reaching 45%, indicating progress in bridging the digital divide [4][5] Technological Contributions - Liu Dong proposed the "Open Data Space Network" concept, integrating technologies such as IPv6, data space, privacy computing, and blockchain to create a secure and efficient data infrastructure [2][5] - He has played a crucial role in establishing the world's largest IPv6 testing laboratory, which accounts for over 60% of global testing, facilitating large-scale commercial deployment [5] - Liu has been actively involved in international technical organizations, contributing to global data governance and the development of international standards, including the IEEE P1988 standard for privacy technology [5]

西贝干倒了 [流鼻血 ] 0:00 贾国龙：我还就不信互联网能把我 ...

Group 1 - The core viewpoint is that the technology sector, particularly driven by AI advancements, is becoming a key engine for economic growth in major countries, presenting unprecedented long-term investment opportunities globally [1] - The US and China are the two dominant players in the global AI technology field, with their tech stocks exhibiting complementary advantages, suggesting that a balanced allocation between "AH technology + US tech" is becoming a preferred strategy for many investors [1] Group 2 - Investors are becoming familiar with technology-themed funds in A-shares and Hong Kong stocks, while the Guohai Franklin Fund's Guofu Global Technology Internet (RMB: 006373) has shown significant excess returns and better drawdown control compared to peers, with a cumulative return of 303.87% since its inception [2] - As of September 8, the fund's three-year and five-year returns were 102.19% and 113.99%, respectively, with a maximum drawdown of -22.26% and an annualized volatility of 19.66% [2] Group 3 - Multiple institutions remain optimistic about the investment value of US tech stocks, with short-term macro conditions and long-term industry trends providing dual support; the probability of a 25 basis point rate cut by the Federal Reserve in September exceeds 90% [3] - The Federal Reserve's potential rate cut is expected to create a favorable environment for US tech stocks, alongside new tariff frameworks and fiscal stimulus from the OBBBA Act, which may stabilize the market [3] Group 4 - Goldman Sachs has reinforced the growth logic of US tech stocks, highlighting that data center hardware driven by AI is becoming the strongest theme in the sector, with increased growth expectations for AI servers and data center switches [4] - The ongoing industrial revolution driven by AI is expected to significantly enhance productivity and positively impact corporate profits across the entire industry chain, creating numerous investment opportunities [4] - The Guofu Global Technology Internet fund is positioned as a quality tool for investors to capture opportunities in US tech and share in the AI dividends, thanks to its deep coverage of the sector and strong stock selection capabilities [4]

Core Viewpoint - The article discusses the emergence of the "Employee e-Medical Room" in Shanghai, which aims to provide a more efficient, precise, and convenient healthcare service for employees, contrasting with traditional medical facilities [1][3]. Group 1: Employee e-Medical Room Overview - The Employee e-Medical Room is a new initiative that integrates internet and AI technologies to enhance healthcare access for employees, addressing challenges such as difficulty in seeing doctors and obtaining medications [3]. - This service operates on a SaaS cloud service model, connecting online and offline platforms to streamline healthcare delivery [3]. Group 2: Health Events and Participation - A recent health event focused on "Employee Skin Health Protection" saw participation from 692 employees of the Huajian Group, with 103 individuals receiving consultations in just three hours [2]. - The event utilized the e-Medical Room's online platform for appointment scheduling, consultations, and medication delivery, creating a seamless healthcare experience for employees [2]. Group 3: Specialized Medical Channels - The "Exclusive Medical Channel" was officially launched in July, allowing employees to access medical services more conveniently, including online consultations and home delivery of medications [4][5]. - This channel has significantly reduced the need for multiple hospital visits, streamlining processes such as gastrointestinal examinations to a single visit [4]. Group 4: Expansion and Future Plans - Currently, 10 companies in Shanghai have implemented the Employee e-Medical Room, with over 260 health events conducted, serving more than 56,000 employees [5]. - Future plans include expanding the e-Medical Room concept to various corporate environments and introducing specialized centers for mental health, weight management, and family health services [5].

港股市场持续强势，上周，恒生指数创4年来新高，港股主题基金表现突出，年内单位净值涨 幅最高超172%。 多位业内人士表示，市场或呈现明显的牛市特点。无论是内地机构投资者通过港股通南下， 还是海外美元基金回流中国，资金流入港股市场的趋势或已经形成且在持续；看好互联网、 新能源车、AI、创新行业等方向。 【导读】 恒指创四年来新高，港股主题基金年内最高涨超172% 中国基金报记者 曹雯璟 多因素助力港股"大反攻" 上周，港股市场在多方利好因素共同推动下，持续放量上攻。在全球各路资金追捧下，恒指 年内涨超31%，领涨全球主要股指。 与此同时，港股主题基金表现突出。从主动权益类基金来看，张韡管理的汇添富香港优势精 选A以172.12%的年内涨幅领跑，郑宁管理的中银港股通医药A同期单位净值增长率接近 130%，南方港股医药行业A、广发沪港深医药A、前海开源沪港深乐享生活、前海开源沪港 深核心资源A、宝盈医疗健康沪港深A等基金年内单位净值涨幅在70%~95%之间。 被动指数基金方面，广发中证香港创新药ETF今年以来单位净值涨幅达112.04%，万家中证 港股通创新药ETF、汇添富国证港股通创新药ETF、景顺长城中证港股通 ...