Core Insights - The article emphasizes that layoffs are not random but rather a targeted elimination based on skill relevance and system maintenance capabilities [1][3][4] - By 2025, over 126,000 tech jobs are expected to be cut, highlighting a significant shift in the job market [1] Group 1: Skills and Job Market Dynamics - The key to surviving layoffs lies in skill positioning, particularly in understanding system operations and maintaining normal functions [2][5] - Roles that are likely to be eliminated include those with low system involvement, such as junior data analysts and QA positions, while roles that ensure system stability are more secure [5][12] - Engineers who can manage production environments and understand the root causes of issues are deemed indispensable [8][12] Group 2: Essential Skills for Job Security - Systemic thinking is crucial; engineers who understand the entire system's operation are less likely to be laid off [7][41] - Data engineers are favored over data analysts, as the ability to build and maintain data pipelines is more valuable than merely analyzing data [13][14] - Cloud cost control is a critical skill, as companies are focused on reducing expenses, and those who can manage cloud costs effectively will stand out [15][19] Group 3: Security and AI Integration - Security awareness is no longer optional; engineers must ensure that they do not deliver code with vulnerabilities [20][24] - The article suggests that viewing AI as a tool to enhance productivity rather than a standalone skill is essential for job security [25][27][28] Group 4: Mindset and Adaptability - The ability to think clearly under pressure is a vital skill that can differentiate employees during layoffs [30][34] - Companies are looking for individuals who can ask the right questions and communicate effectively, as these traits contribute to team stability [40][42] - Continuous learning and adapting to responsibilities rather than merely acquiring technical skills are emphasized as crucial for career longevity [36][37]

Group 1 - The article emphasizes the importance of domestic demand in China's economic strategy, aiming to build a strong domestic market and promote consumption and investment [1] - The Chinese government will implement a visa-free policy for ordinary passport holders from Canada and the UK starting February 17, 2026, facilitating business and tourism for up to 30 days [2] - The National Investment Fund has introduced a compensation plan for investors affected by valuation adjustments, with over 90% of investors expected to receive full compensation [2] Group 2 - The A-share market has entered a "Spring Festival holiday" mode, with significant events expected during this period, including the release of flagship models like DeepSeek V4 [2] - The China Securities Regulatory Commission has launched a package of measures to optimize refinancing, which is seen as a positive development for the investment banking sector [5] - Several listed companies in the food and beverage sector are preparing for the Chinese New Year by offering pre-packaged meal options, indicating a strategic focus on seasonal consumer demand [5] Group 3 - The nuclear power industry is experiencing a revival driven by AI demand, with high growth potential and profit margins expected to lead to a revaluation of the sector [6] - The digital RMB is being promoted through various consumer incentive programs, indicating a push towards digital consumption and financial inclusion [9] - The banking sector is facing regulatory scrutiny, with significant fines imposed on major banks for various violations, highlighting the need for compliance and risk management [10]

•《求是》杂志发表习近平总书记重要文章《当前经济工作的重点任务》 •我国对加拿大、英国实施免签政策 •应急管理部紧急召开调度会，督促加强烟花爆竹各环节安全监管 •本周A股开启"春节休假"模式，DeepSeek V4或将发布 •国投白银LOF出台补偿方案，超九成投资者将获全额补偿 •美联储货币政策框架或将转向，预计容忍更高通胀率 1、2月16日出版的第4期《求是》杂志将发表习近平总书记重要文章《当前经济工作的重点任务》。文 章强调，2026年经济工作头绪多，要抓住关键、纲举目张。坚持内需主导，建设强大国内市场。统筹促 消费和扩投资，用好我国超大规模市场优势。深入实施提振消费专项行动，制定实施城乡居民增收计 划，扩大优质商品和服务供给，优化"两新"政策实施，清理消费领域不合理限制，释放文旅等服务消费 潜力。着眼惠民生增后劲，推动投资止跌回稳，适当增加中央预算内投资规模，优化实施"两重"项目， 优化地方政府专项债券用途管理，继续发挥新型政策性金融工具作用，高质量推进城市更新，有效激发 民间投资活力。 2、为进一步便利中外人员往来，中国决定自2026年2月17日起，对加拿大、英国持普通护照人员实施免 签政策，两国持普 ...

新 春 快 乐 迈入2026年，"十五五"规划蓝图徐徐展开，内需潜力持续释放，新发展动能不断增强，绿色低碳转型稳步推进，投融资协调的资本市场功能进一步健全，更加有 力地促进科技、资本、产业良性循环，经济长期向好的基础更加稳固，我们对中国经济和资本市场前景充满信心。 易方达基金将努力建设综合性、平台型、全球化、智能化的一流投资机构，坚定履行专业机构投资者的使命担当，做实做深金融"五篇大文章"，与各方携手共 进，更好服务经济社会高质量发展和中国式现代化大局。 在此，我衷心祝愿大家新春快乐、阖家幸福！ 责编：战术恒 排版：刘珺宇 校对： 刘星莹 顺流逆流，皆为行路的风景；心有罗盘，便有笃定的方向。券商中国微信平台粉丝总量已强势突破600万大关，值此2026年新春佳节来临之际，我们深深感恩每一位读 者朋友长久的信任与陪伴。在此，券商中国、券中社APP诚邀各大金融机构共同录制新春寄语视频，一起回顾2025年的精彩历程与深刻洞察，携手展望2026年的崭新蓝 图与无限可能。 易方达基金董事长刘晓艳在《预见金马》年终策划中表示，迈入2026年，"十五五"规划蓝图徐徐展开，内需潜力持续释放，新发展动能不断增 强，绿色低碳转型稳 ...

Group 1 - The article emphasizes the importance of domestic demand in China's economic work, aiming to build a strong domestic market and stimulate consumption and investment [3] - China will implement a visa-free policy for ordinary passport holders from Canada and the UK starting February 17, 2026, allowing stays of up to 30 days for business, tourism, and family visits [3] Group 2 - The National Development and Reform Commission and the Ministry of Finance are expected to increase central budget investment to stabilize investment and stimulate private investment [3] - The recent meeting of the China-UK Financial Working Group resulted in practical cooperation outcomes, focusing on financial stability and market development [5] Group 3 - The introduction of a package of refinancing measures by the Shanghai and Shenzhen stock exchanges is seen as a positive development for brokerage investment banking businesses [8] - Several listed companies in the catering sector are preparing for the Chinese New Year with offerings such as pre-made meal boxes [8] Group 4 - The nuclear power manufacturing industry is expected to see a revaluation due to rising demand driven by AI, with domestic nuclear power entering a peak period of approval and construction [9] - The digital RMB is being promoted through various consumer incentive activities, indicating a push towards digital consumption [12]

Group 1 - The article highlights the impact of AI on traditional cultural practices, particularly in the context of Chinese New Year greetings and family interactions [1][3] - AI software has been adopted by older generations, such as the author's parents, to enhance their communication and efficiency in their work related to cultural studies [3][5] - The efficiency of AI tools is praised by cultural scholars, who find that they can organize extensive research materials in seconds, thus transforming their workflow [5][10] Group 2 - The integration of AI in cultural research is seen as a positive development, allowing for a more logical and less fragmented approach to historical analysis [5] - The article discusses the cultural significance of the Wu-Yue region and how AI-generated content is being used in tourism and cultural promotion [5] - There is a recognition that AI may reshape traditional cultural narratives, similar to the impact of blogging in the past, suggesting a dual relationship between technology and cultural storytelling [10]

Group 1 - The article emphasizes the importance of innovation and connectivity in the automotive industry, suggesting that these elements are crucial for the development of new automotive professionals [9][11]. - It highlights the role of AI in transforming the industry, indicating that the focus should be on the changes brought about by technology [7]. - The article encourages participation in the "Xuan Yuan" community, which aims to foster collaboration and knowledge sharing among automotive professionals [9][10]. Group 2 - The content promotes the "Auto Bluebook Forum" as a platform for discussing advancements and trends in the automotive sector [5]. - It suggests that the community is dedicated to staying at the forefront of industry developments, aligning with the theme of continuous progress [6]. - The call to action for joining the community reflects a strategic move to build a network of innovative thinkers in the automotive field [9].

Company Overview - Green Brick Partners, Inc. (NYSE:GRBK) is a diversified homebuilder and land developer focusing on high-growth U.S. markets, utilizing strategic land acquisition and subsidiary builders for scalable and sustainable residential development [4]. Investment Position - Green Brick Partners is David Einhorn's largest holding, representing 27.51% ($699.26 million) of his total portfolio [1]. Stock Performance - As of February 13, 2026, shares of Green Brick Partners were up approximately 34% over the previous year and nearly 29% year-to-date, indicating increasing investor confidence despite a competitive homebuilding environment [2]. Market Recognition - On January 16, 2026, Green Brick announced that several of its master-planned communities were recognized among the best developments in North Texas and the country, with communities like Eastridge and Lakehaven receiving repeat accolades [3]. - Green Brick was ranked as the third-largest homebuilder in North Texas by new home closings, with nine of its communities featured in the Dallas Business Journal's Top 40 rankings, highlighting land quality, brand strength, and execution [3].

Group 1 - PG&E Corporation (NYSE:PCG) has formed a strategic partnership with SPAN to deploy SPAN Edge, an at-the-meter solution aimed at simplifying residential electrification [2] - The partnership allows customers to add electric vehicle chargers, heat pumps, and other appliances without needing to upgrade their electrical panels, addressing a significant bottleneck in electrification [2] - PG&E estimates that over 600,000 homes in its service area may require upgrades in the next ten years, highlighting the scale of the opportunity [2] Group 2 - PG&E's new PanelBoost program will pair SPAN Edge with advanced metering infrastructure, offering a cost-effective alternative to traditional upgrades, which can be significantly more expensive [3] - Installation costs for customers under the new program are estimated to range from $500 to $2,000, compared to traditional upgrade costs of $6,000 to $40,000 [3] - The initiative reflects PG&E's focus on capital-efficient grid modernization, demand-side flexibility, and customer affordability, which are critical as California's load growth increases due to electrification [3] Group 3 - PG&E Corporation provides electricity and natural gas services in Northern and Central California, emphasizing grid reliability, clean energy integration, and infrastructure modernization to meet long-term electrification demands [4]

Group 1 - PDD Holdings Inc. (NASDAQ:PDD) is a significant investment for billionaire Zhang Lei, representing 27.76% of his portfolio, valued at $1.14 billion [1] - Approximately 70% of analysts covering PDD remain optimistic, with a consensus price target of nearly $150, indicating a potential upside of 50% despite regulatory and competitive challenges [1] - Citi recently adjusted its price target for PDD from $170 to $142, maintaining a 'Neutral' rating, citing improved U.S. traffic at Temu as a factor mitigating profitability pressures [2] Group 2 - Morgan Stanley has reiterated an 'Overweight' rating on PDD with a price target of $148, although it has removed the stock from its "Top Pick" list due to increasing regulatory risks in China [4] - PDD Holdings operates digital marketplaces that enhance productivity for merchants and consumers through integrated sourcing, logistics, and fulfillment networks [5] - Citi previously characterized a Rmb 100,000 tax fine in Shanghai as "smaller-than-feared," suggesting it alleviated some regulatory concerns [3]