| 4). 4300点附近 | 16% | | --- | --- | | 5). 4400点附近 | 22% | | 6). 4500点及以上 | 10% | （感谢申万宏源证券、东北证券相关营业部对本调查的支持。上图为部分调查结果） □ 伴随着A股主要指数在2025年全线收红，近六成受访投资者实现盈利。其中，以人工智能为代表的核 心热点板块在2025年持续上涨，成为贡献投资收益的主要来源 □ 在无风险利率持续下行的背景下，随着股市赚钱效应不断增强，居民存款向权益资产"搬家"的现象在 2025年初现端倪 □ 近八成投资者看涨2026年股市，并且对春季行情充满期待。值得一提的是，投资者对今年上证综指波 动范围的预期"乐观但不激进"，倾向于在指数稳健运行的背景下，把握结构性机会而非博弈指数大幅突 破 ◎记者 汪友若 投资收益连续两年上升 纵观2025年全年，主要宽基股指均在当年4月初触底后一路高歌猛进。上证综指从年内低位的3040.69点 起步，一度冲破4000点大关，全年涨幅接近20%，创下近六年来最佳年度表现；科技含量更高的创业板 指和科创综指全年涨幅更是接近50%。 市场行情的向好直接惠及广大投资者，近六 ...

转自：扬子晚报 2月1日，出席江苏省政协十三届四次会议的省政协委员们向大会报到。扬子晚报/紫牛新闻推出视频产 品《听！骉骉江淮》。迈步"十五五"新征程，江苏各界凝心聚力，奋发跃马扬鞭的开拓勇气，激荡万马 奔腾的奋进活力，更坚定马不停蹄的实干干劲。委员们聚焦民营经济、科技创新、消费信心等经济社会 发展热点与民生关切，纷纷建言献策，发出"骉骉江淮"奋进强音。 民营经济是推进中国式现代化的生力军。委员们聚焦营商环境优化，着力破解市场准入、融资支持、产 权保护等关键问题，提出了相关建议，推动民营经济在稳定增长、促进创新、增加就业等方面发挥更大 作用。江苏省政协委员，江苏茂通律师事务所管委会主任刘茂通期待更加稳定公平透明的法治环境，让 民营企业在迈向高质量发展和新质生产力发展的道路上，马不停蹄，再创辉煌。 支持高水平科技自立自强，江苏一直走在前。江苏省政协委员，南京航空航天大学计算机科学与技术学 院院长黄圣君表示，《江苏省人工智能+行动方案》为人工智能的发展奠定了很好的政策基础。"我们 需要进一步的发展人工智能创新的研究，提升算法的能力，这样AI才能更好地赋能千行百业。" 提振消费信心是扩内需、稳增长的重要抓手。委员们 ...

未来产业是由前沿技术驱动、处于孕育期或产业化初期的新兴产业，代表着科技革命和产业变革的 方向。当前，新一轮科技革命和产业变革加速演进，前沿技术不断涌现，引领和支撑未来产业快速崛 起，不断催生出未来产业发展的新领域新赛道。培育发展未来产业，对于抢占科技和产业制高点、把握 发展主动权，对于发展新质生产力、建设现代化产业体系，对于提高人民生活品质、促进人的全面发展 和社会全面进步，都具有重要意义。我们要深刻认识培育发展未来产业的重要性和紧迫性，前瞻谋划、 全局统筹、协同发力、主动作为，让我国未来产业发展取得更多新突破，紧紧抓住发展机遇，牢牢把握 发展主动权。 从明确通过发挥市场机制作用探索未来产业发展方向，到组织实施未来产业孵化与加速计划；从提 出建立未来产业投入增长机制，到强调前瞻布局未来产业；从出台《关于推动未来产业创新发展的实施 意见》，到各地结合实际探索未来产业发展路径……近年来，以 习近平 同志为核心的党中央高度重 视，强化政策支持，各地各部门真抓实干、积极作为，我国未来产业发展呈现良好势头，未来产业的广 阔发展空间以及对经济社会高质量发展的重要引领作用日益凸显。 未来产业具有前瞻性、战略性、颠覆性等特点 ...

川观新闻记者 钟帆 马宁 范华 实习生 白澄霄 孙崇博 夏一粟 城建、教育、交通等领域，网友留言居前列 "北京、西安、绵阳等城市已率先开展中考改革实践，希望成都借鉴经验。一方面建议将历史、地理、化学、生物等科目转为毕业考查科目，成 绩以等级形式呈现，作为升学参考依据；另一方面建议降低体育考试难度，彰显健康第一导向。" "作为一个学生，我时常选择骑行。但我发现骑行时，非机动车道常有机动车违停，还存在行人横穿、逆行等现象，造成交通隐患，极易发生安 全事故。" "现在有很多工作室集中在一些商务楼里，上次去一家大楼里的美发工作室理头发，设施起火了，发现店里没有完善的消防设施，存在安全隐 患。请问这样工作室密集的大楼，能否加强安全监管？" …… 省两会召开前夕，"问政四川"平台已收到不少网友的留言建议。川观新闻记者梳理发现，"四川人大代表政协委员网上工作站"上线以来，网友们 的关注热点大多聚焦在身边的民生实事，排在前五位的热点领域为交通管理、城市建设与管理、公共服务、教育管理、社会保障，相关留言分别 占总量的13.29%、12.65%、10.12%、10.12%和9.49%。 此外，不少网友还对高质量就业、生育友好政策 ...

转自：扬子晚报 2月1日，记者从江苏省科技厅获悉，省政府刚刚出台22条措施，聚焦培育六类企业和建设"六型生态"， 大力营造激励创新的热带雨林式生态。 1月31日，省政府办公厅印发《关于加快创新生态建设扶持科创型企业茁壮成长的若干措施》，从健全 科创型企业梯度培育体系、深化"双高协同"营造激励创新良好生态、推进改革创新增强发展动力3个方 面推出22条措施。 对于初创企业，实施"菁苗"行动，包括支持海归高端人才、高校院所人才兴办企业以及在校生和毕业生 创新创业，促进人才、技术、资金向企业"滴灌"，鼓励地方积极建设科技型中小企业集聚区，给予创业 资助和"投贷保担"。 有关企业培育的目标已经明确：到2027年，力争科技领军企业达50家左右、独角兽及潜在独角兽企业达 300家左右、高新技术企业达6.7万家左右、国家入库科技型中小企业达10万家左右。 "六型生态"包括研发生态、创业生态、创投生态和人才环境、开放环境、政务环境。 在建设"六型生态"的措施中，记者看到不少新提法。例如，实施"实验室+"行动，鼓励企业牵头建设全 国（省）重点实验室和国家技术创新中心、制造业创新中心，构建"实验室+龙头（链主）企业+科创公 司"协 ...

Group 1 - The "World Optics Valley" Global Industry Partner Conference was held in Wuhan, attracting nearly 200 representatives from top tech companies, investment institutions, and academic organizations [1] - The total investment amount for projects signed during the conference exceeded 20 billion yuan, covering key areas such as optoelectronic information, life health, modern services, and future industries [1] - The East Lake High-tech Zone's "14th Five-Year Plan" aims to establish a modern industrial system with one trillion-level, two 500 billion-level, and several hundred billion-level emerging pillar industries [1] Group 2 - A world-class integrated storage and computing industry base will be developed around Yangtze Storage, covering a 60 square kilometer area, focusing on cutting-edge research and development [2] - The successful hosting of the conference marks a significant milestone in the East Lake High-tech Zone's commitment to high-level opening up and building a global innovation cooperation system [2] - "World Optics Valley" is poised to integrate global wisdom and resources, collaborating with global industry partners to drive technological innovation and high-quality development [2]

他续指，在国家的坚实支持、政府和社会各界的共同努力下，过去一年，香港经济全年录得3.5%增 长，较最初预期为佳。整体投资也明显加快，去年第四季录得按年10.9%的显著增长，是连续四个季度 录得正增长，全年累计增加4.5%。 陈茂波说，上周刚公布本财政年度首九个月(即2025年4月至12月)的政府收支，录得439亿港元的综合盈 余，这除了近月是薪俸税及利得税税款缴纳高峰期外，还包括期内发债所得。一如过去，2026年1至3月 期间政府的收入预料将回落，而恒常公共开支则会持续。 他指出，香港公共财政状况确实在改善中。在经营账目方面，受惠于去年金融市场表现畅旺、港股日均 成交额按年增近倍至约2,500亿港元，股票印花税收入较原来预算为高，加上持续推进的财政整合工作 管控了开支增幅，政府的经营账目将于本财政年度(2025至26年度)恢复盈余，较原来估算提早一年。至 于非经营账目，由于香港政府持续加大对基建和北部都会区的投入，因此仍须发债支持。 智通财经APP获悉，2月1日，香港财政司司长陈茂波发表网志称，海外企业和投资者对投资香港的信心 正在加强。去年海内外企业的驻港公司以及香港的初创公司数目均大增逾一成，分别超过11 ...

Group 1: Economic Trends and Currency Dynamics - The Federal Reserve is expected to continue its interest rate cut cycle into 2026, potentially lowering rates by at least two times, which may lead to a further decline in the US dollar index from around 110 to 97 [1] - The trend of "de-dollarization" is gaining momentum as more countries diversify their reserves away from the US dollar, influenced by the US's use of its currency for sanctions and its high national debt of $38 trillion [2] - The US 10-year Treasury yield has risen to 4.5%, reflecting increased risk premiums, while China's 10-year Treasury yield stands at approximately 1.6% [2] Group 2: Commodity Markets and Resource Management - The US has been stockpiling copper, reaching 400,000 tons, which has contributed to rising copper prices, impacting manufacturing sectors in China [3] - The US's actions in Venezuela, particularly regarding oil resources, highlight its aggressive resource acquisition strategy, which may further destabilize international relations [3] Group 3: Domestic Economic Policies and Growth - China's GDP growth reached 5% last year, but retail sales growth has slowed, indicating a need to boost domestic demand through increased income and investment [3] - The focus of China's economic policy is shifting towards enhancing domestic consumption and reducing overcapacity in traditional industries [3] Group 4: Investment Opportunities in Technology - The 14th Five-Year Plan emphasizes support for technology innovation sectors such as robotics, semiconductors, and quantum technology, which are expected to perform well in 2026 [4] - The capital market is witnessing a shift as residents are moving savings towards the stock market, with a significant amount of deposits maturing and seeking higher returns [5] Group 5: Market Dynamics and Consumer Behavior - The current bull market is expected to positively impact consumer spending, stabilize the housing market, and support the growth of technology firms, potentially leading to the emergence of new industry leaders [6] - The number of new stock accounts opened exceeded 27 million last year, indicating a growing participation in the capital market, which may help offset wealth losses from declining property prices [6]

Economic Comparison - The economic strength comparison between China and the United States is not a simple race but a complex international chess game [1] - In 2024, China's GDP is projected to reach approximately $18.93 trillion, ranking second globally, while the U.S. GDP is expected to be around $29.18 trillion, with a growth rate of 6.9% [3] - The gap in GDP between the two countries is significant, with the U.S. expected to reach $30.6 trillion by 2025, while China may reach $19.63 trillion, resulting in an $11 trillion difference [3] Industry Structure - The U.S. service sector accounts for over 80% of its economy, with finance, technology, and high-end services contributing nearly half of the global output [5] - China's service sector has increased to 54.6% of its GDP in 2023, but it still lags behind the U.S. in high-value and high-end service industries [5] - The transition from being the "world's factory" to an "innovation engine" is a critical challenge for China, as it faces "bottleneck" issues in technology [5] Technological Innovation - The semiconductor industry is a key battleground in U.S.-China competition, with U.S. companies holding over 60% of the global high-performance chip market [6] - In 2023, the top ten global R&D investors included five U.S. companies and only two from China, indicating a significant gap in innovation capabilities [8] - The future economic fate of both countries will hinge on their ability to innovate and achieve breakthroughs in technology [8] Income Disparity - In 2024, the per capita GDP in the U.S. is expected to exceed $86,000, while China's is around $13,000, representing only about 15% of the U.S. figure [9] - This income disparity reflects significant differences in living standards, healthcare, and educational resources between the two countries [9] Soft Power and Global Influence - The U.S. maintains control over major global financial systems, with the dollar as the world's primary reserve currency [12] - China is expanding its global influence through initiatives like the Belt and Road Initiative and the Asian Infrastructure Investment Bank [12] - The competition for soft power has evolved into a multi-faceted contest, where gaining international support is crucial for future global positioning [12] Trade Relations and Global Supply Chains - Trade tensions and tariff wars between the U.S. and China have led to adjustments in global supply chains, with many manufacturing orders shifting to emerging markets [14] - In 2023, China set a record for foreign direct investment, as companies seek to mitigate external risks [14] - The ongoing trade disputes have direct impacts on consumer prices and employment, affecting ordinary citizens [14] Future Economic Landscape - The global economic landscape is shifting from a U.S.-China dominance to a more diversified and complex structure, with countries like India and the EU seeking to close the gap [16] - The competition between China and the U.S. is not just about GDP figures but encompasses comprehensive national strength, innovation capacity, and the well-being of citizens [16] - The ability to improve technological strength and soft power while ensuring that more people benefit from economic growth is essential for China's long-term success [19]

项目引进方面，2025年12月，里水镇一宗占地超210亩、总价超3.2亿元的工业用地成功出让。同月，南 方丽谷（南海园）在里水启动，聚焦化妆品与大健康产业。湾区和顺健康食品智造中心项目也已落地里 水。 产业升级方面，2025年11月，里水镇发布"科创林立"三年投入计划，承诺每年从土地出让收益中拿出 6%用于支持科技创新。部分企业研发投入出现增长，例如展逸包装研发投入同比增长928%，固特家居 增长545%，水晶岛健康增长367%。 2025年，里水镇国家级专精特新"小巨人"企业数量较上年增加75%，总量达9家。省级专精特新企业超 过百家，储备库企业64家。战略性新兴产业产值占规上工业总产值比重为43.1%。同年，里水新增3家 广东省工程中心、1家省企业技术中心及多家市、区级中试平台。 1月31日，"偶爱你特约·贤鲁跑・跑1314"活动在佛山市南海区里水镇贤鲁岛举行。同日，广东万顷园艺 世界开启2026广佛蝴蝶兰迎春花市。活动期间，沿线餐饮和民宿需求上升。 这背后，是里水GDP突破500亿元的独特路径——工农互促、三产融合。2025年，里水镇地区生产总值 突破500亿元。该镇拥有超过8000家工业企业，工业总产 ...