还有那些藏在晚会里的元素，大家手捧的"骐骐""骥骥""驰驰""骋骋"四只春晚吉祥物全是东莞造！400 多名工人轮班奋战，日均生产6000只，每只历经数十道工序、近万针刺绣，让东莞潮玩供应链"跑" 出 了春晚顶流，让广东匠心走向全球。 从传统传承到科创赋能，从匠心制造到人才汇聚，2026春晚里的广东元素，正是大湾区"传统与现代共 生"的最佳写照。春晚里还有哪些广东元素呢？评论区告诉我们。 再有，春晚上一个特别的节目让观众看到了中国技能青年的别样风采。三十名来自全国各地的世界技能 大赛获奖者代表齐聚舞台，演唱微音乐剧《每道光》，其中七名来自广东的年轻技能工匠格外引人注 目。他们从世界技能大赛的领奖台走到央视春晚的聚光灯下，用另一种方式诠释着新时代的"匠人精 神"。 除此之外，还记得那个在春晚尾声向大家拜年的新时代好少年胡东平吗？没错，他也来自广东，他 是"10后"科创家，他针对跪姿工作者研发的"跪得易"机器人，凭借人体工学设计和体感控制技术，已在 多家康复中心和三甲医院手术室投入使用。从5岁开始学习机器人设计和编程，到如今成为全国青少年 科创领域的"顶流"，胡东平的成长轨迹，恰好映射了广东作为科创大省的教育生态。 ...

据看看新闻，谈及2026年春晚机器人"浓度高"，总台马年春晚总导演于蕾说，春晚直播结束，主创团队 就像考试结束，接下来就是等待观众"阅卷"。大家很享受筹备和直播的过程，会为零点准时倒计时欢 呼，也会为了虚拟团队呈现欢呼。今年的春晚机器人"浓度"超高，希望通过节目让观众看到中国机器人 产业立体化的状态。 另据央广网，总台《2026年春节联欢晚会》总导演于蕾表示："有演语言类的机器人，有演武术的机器 人，有跳舞的机器人，有演微电影的机器人。今年的春晚，在拉开大幕的时候，有非常多属于这个时代 的创新创造，然后也发现科技真的走进生活。借着这个时代的大势，希望今年的春晚能够开启一个春晚 的'科创元年'，或者叫'数智化的元年'。" "在春晚不同的表达里、不同的作品里，让这个产业的棱角更立体、更清晰。我觉得这可能也是观众好 奇的、大家期待看到的。如果我们能因为我们的一个作品，带动了一个产业的勃兴，带动了一个领域的 这种破圈的关注度，这个我觉得是每一个创作者的荣耀。" 据第一财经，2026年央视春晚，是机器人登场密度最高的一届。四家牵手总台春晚的机器人厂商分别通 过小品、武术、歌曲舞蹈、贺岁微电影等形式展出。 宇树机器人旗下 ...

【#总导演说希望开启春晚科创元年#】#春晚总导演回应机器人浓度高# 总台《2026年春节联欢晚会》 总导演 于蕾："有演语言类的机器人，有演武术的机器人，有跳舞的机器人，有演微电影的机器人。今 年的春晚，在拉开大幕的时候，有非常多属于这个时代的创新创造，然后也发现科技真的走进生活。借 着这个时代的大势，希望今年的春晚能够开启一个春晚的'科创元年'，或者叫'数智化的元年'。在春晚 不同的表达里、不同的作品里，让这个产业的棱角更立体、更清晰。我觉得这可能也是观众好奇的、大 家期待看到的。如果我们能因为我们的一个作品，带动了一个产业的勃兴，带动了一个领域的这种破圈 的关注度，这个我觉得是每一个创作者的荣耀。"（央视网） ...

Group 1 - The core viewpoint is that Huangpu District will focus on promoting consumption, advancing technological innovation, and enhancing financial technology [1] - The district aims to further drive urban renewal and quality upgrades [1]

Group 1 - The report indicates that the recent market pullback is primarily due to external events, particularly the appointment of the Federal Reserve Chairman and the tendency to reduce the balance sheet, which has led to a rebound in the US dollar and a significant drop in gold and silver prices, adversely affecting emerging markets [1][6] - The report highlights that the mid-term trend remains positive, with clear evidence of performance recovery in the domestic market, as indicated by a 37% earnings forecast positive rate for 2025, surpassing the 33.5% rate of 2024 [2][6] - Analysts have been increasingly revising upward their earnings forecasts for 2026, with a maintained neutral (optimistic) profit growth estimate of 11% (17%) for non-financial sectors [2][6] Group 2 - The report emphasizes the importance of identifying the right allocation range, suggesting that the upcoming National People's Congress in early March could act as a catalyst for improving risk appetite [3][7] - It is recommended to focus on sectors with growth potential, particularly in technology and cyclical industries, as the report notes that the transition to a slow bull market makes it easier to price risks through rapid pullbacks [3][7] - The report identifies key sectors to watch, including materials, chemicals, machinery, steel, and construction, which are expected to benefit from supply advantages [3][7]

新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：凌辰 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 姚佩策略探索 因外部突发事件产生的风险偏好冲击，或已到位。本轮回撤主因美联储主席任命，缩表倾向带动美元反 弹，金银暴跌，对新兴市场产生明显的风险偏好抑制，亚太市场普遍跌幅较大。躁动期间有色为代表的 顺周期出现较大获利了结。经过快速回撤，交投情绪已回落至躁动行情启动位置，2/2跌停公司130家， 超去年11/21的107家，创近半年新低；两融连续两天净流出295亿，创半年流出新高。 中期趋势仍在：基本面业绩回暖+资金面居民长存到期搬家。从国内基本面看，25-26年业绩修复的证据 愈发清晰，25年业绩预告预喜率37%，超24年的33.5%。针对26年业绩预测，近两个月分析师上修占比 持续提升，伴随着反内卷带来的行业毛销差扩大，我们维持26年非金融中性（乐观）利润增长 11%（17%）的判断。从资金面看，近两周宽基ETF已流出超1万亿，但居民长存到期后的存 ...

Group 1 - The article discusses the current trends in high-end technology sales and their impact on the market [15][18] - It highlights the increasing investment in research and development across various sectors, indicating a shift towards innovation-driven growth [22][23] - The overall expenditure on technology is projected to rise, reflecting a broader societal commitment to advancing technological capabilities [22][24] Group 2 - The report emphasizes the importance of foundational research in driving technological advancements and economic growth [22][23] - It notes that companies are increasingly focusing on high-end products to meet consumer demand and enhance market competitiveness [15][18] - The article suggests that the technology sector is poised for significant growth, driven by increased spending and innovation [22][24]

21世纪经济报道记者易妍君 公募基金业绩持续向好背景下，发行市场有所升温。 据统计，截至2026年1月25日，本月内新成立了76只基金，合计发行规模达到719.39亿元，单只产品平均发行规模约为9.47亿元。而上一次月度新成立基金的 平均发行规模超过9亿元，要追溯到2025年2月。 分类型看，截至目前，权益类基金、混合型FOF成为1月公募新发市场的主力。 尤其是主动管理型基金"人气"颇高。在上述新成立的76只基金中，共有13只产品的发行规模达到20亿元及以上：包括6只偏股混合型基金、3只混合型FOF、 2只二级债基、1只增强指数基金和1只指数债基。 受访人士向21世纪经济报道记者指出，市场、政策、资金等多重利好共振，推动2026 年开年公募基金发行回暖。同时，基金公司聚焦科技、科创等热门赛 道以及 FOF 等稳健型产品，精准匹配投资者多元配置需求，进一步提升了发行热度。 | | 截止日期 | 总数 | 发行份额(亿份) | | --- | --- | --- | --- | | 1 | 2026年01月 | 76 | 719.39 | | 2 | 2025年12月 | 179 | 1,132.20 | | 3 ...

Core Viewpoint - PFAI's entry into the Hong Kong-Shenzhen Innovation and Technology Park reflects the strong attraction of the Guangdong-Hong Kong-Macao Greater Bay Area for global innovation resources, highlighting the strategic importance of this region for multinational technology companies [1][2]. Group 1: Strategic Location and Policy Advantages - PFAI's decision to establish its R&D and innovation center in the Hong Kong-Shenzhen Innovation and Technology Park is based on a thorough analysis of China's 14th Five-Year Plan and the Greater Bay Area's collaborative development strategy, emphasizing long-term policy stability and regional development benefits [1][2]. - The park operates under the "One Country, Two Systems" framework, allowing companies like PFAI to integrate into the national innovation system while adhering to international practices, facilitating seamless compliance with both sets of rules [2][4]. Group 2: Talent and Research Development - The park has successfully attracted high-end talent from around the world through various recruitment initiatives, fostering a rich research environment essential for innovation [5]. - The infrastructure within the park, including new laboratories and pilot platforms, is rapidly improving, providing the necessary conditions for companies focused on R&D, such as PFAI [6]. Group 3: Innovative Cross-Border Collaboration - The He Tao Cooperation Zone is experimenting with various new mechanisms for cross-border collaboration, including streamlined data flow, sample customs clearance, and cross-border funding measures, addressing long-standing challenges in research cooperation [7]. - PFAI aims to leverage its status as a publicly listed company to attract more international teams and technologies to the park, facilitating the efficient transformation of research outcomes in the Greater Bay Area [7]. Group 4: Contribution to Ecosystem Development - As one of the early entrants, PFAI seeks to turn its experiences into a reference model for other foreign enterprises, actively participating in discussions on park regulations and ecosystem development [9]. - The company's involvement enhances the symbiotic relationship with the park, positioning PFAI not just as a tenant but as a co-builder, contributing to the improvement of the international service system and attracting more partners [9].

Core Viewpoint - The Vietnamese government emphasizes the importance of the private sector in driving innovation and digital transformation, aiming to create a supportive legal environment for private enterprises to thrive in these areas [1][2]. Group 1: Government Initiatives - The Vietnamese Communist Party recognizes the private economy as a key driver of the socialist market economy, working alongside the state economy to achieve breakthroughs in innovation, digital economy, green economy, and circular economy [1]. - The National Assembly of Vietnam has translated the Party's resolutions into specific policies and laws, revising or enacting multiple laws related to innovation, high technology, digital technology industries, data, artificial intelligence, information security, and cybersecurity [1]. Group 2: Workshop Discussions - The workshop focused on improving institutional mechanisms to eliminate barriers for companies engaged in innovation and digital transformation, providing financial support for the private sector, sharing successful experiences in digital transformation, developing human resources needed for innovation, and ensuring effective policy-market alignment [2]. - Representatives believe that the private sector has a strong willingness to achieve breakthroughs through knowledge and technology, and with the support of the Party's resolutions and corresponding systems, private enterprises are expected to enhance national competitiveness and drive sustainable growth [2].