格隆汇2月15日｜淡水泉(香港)总裁兼首席经济学家陶冬近日称：我对人民币资产的看好程度是过去七 八年来最高的，机会已经到来。中国经济已从"吃水泥红利"转向"吃数据红利"，科技自主创新领域的牛 市已显现。 ...

新一轮科技革命下，高校该如何应变、适应时代发展？——专访中国人民大学党委书记张东刚 面对新一轮科技革命和产业变革，高校如何找准定位、主动作为，发挥高等教育"龙头"作用，助力建设 具有全球影响力的教育中心、科学中心、人才中心？近日，中国人民大学党委书记张东刚接受新华网专 访，结合学校实践，阐述了高校在科技浪潮中重塑育人体系、创新科研范式、走好新时代高等教育的应 变与自强之路。 1 "用中国理论阐释中国实践， 用中国实践升华中国理论" 理论的生命力在于实践，真正的"大学问"不能只在书本与课堂里自我循环。中国式现代化所创造的人类 文明新形态为新时代哲学社会科学研究开辟了广阔空间。 张东刚强调："这绝非单纯的学术活动，而是为教育科技人才的一体发展夯基垒台、立柱架梁的基础性 工程。"中国人民大学近年来充分整合学科与学术集成优势，启动"习近平新时代中国特色社会主义思想 研究工程"一号工程等重大专项，产出"党的创新理论体系化学理化研究文库""中国自主知识体系研究文 库"等重大成果，将党的创新理论转化为原创性概念和标识性理论，为自主知识体系建构提供学理支撑 与研究范式转化。 学校将"习近平新时代中国特色社会主义思想概论"课定 ...

Group 1 - The meeting was held to congratulate newly elected academicians and high-level talent representatives, emphasizing their contributions to Shanghai's development as an international science and technology innovation center [1][2] - Shanghai's leadership highlighted the importance of fostering a talent development ecosystem that attracts both local and international talent, aiming for a positive interaction between technological innovation and talent cultivation [2] - The meeting underscored the need for academicians and experts to embrace the opportunities presented by the revolution in technological development, focusing on high-risk and high-value research to produce significant original and disruptive technological achievements [2]

Group 1 - The meeting held on February 10 involved the Shanghai municipal secretary Chen Jining congratulating newly elected academicians and high-level talent representatives, expressing gratitude for their contributions to Shanghai's "Five Centers" construction and the international science and technology innovation center [1][5] - City leaders emphasized the importance of talent development and creating a favorable ecosystem for attracting and nurturing talent, highlighting the need for academicians to engage in high-risk, high-value research to support China's technological self-reliance and innovation [5] Group 2 - The discussion focused on seizing historical opportunities to promote autonomous technological innovation and the interaction between talent cultivation and technological advancement, aiming to produce significant original and disruptive technological achievements [5]

Market Overview - In January, the global market experienced a general upward trend, with emerging markets outperforming developed markets [1][2] - The US dollar index showed slight downward movement throughout the month, while emerging market currencies strengthened [1] - Most major commodities saw significant price increases, although gold and silver experienced a notable correction at the end of the month [1][2] Performance of Major Indices - The KOSPI index in South Korea rose by 21.15%, while the MSCI Emerging Markets index increased by 10.71% [2] - The Hang Seng Index gained 9.12%, and the WIND All A index rose by 5.83% [2] - The S&P 500 and Nasdaq indices in the US continued to show high volatility, with the S&P 500 increasing by 1.8% [2] Commodity Market Insights - Gold and silver recorded year-to-date increases of approximately 12.3% and 20.7%, respectively, despite recent volatility [1] - The Bloomberg Commodity Index rose by 13.59%, indicating a strong performance in the commodity sector [2] Domestic Market Dynamics - The domestic market showed significant differentiation, with equity markets experiencing high volatility while risk-free rates trended downward [2][3] - The commodity market, represented by the South China Industrial Products Index, saw substantial gains [2] Future Asset Allocation Outlook - Short-term adjustments in gold prices may reflect a correction from previous extremes, with increased volatility expected [5][6] - In the medium to long term, gold is anticipated to benefit from factors such as US debt pressure, geopolitical tensions, and rising inflation expectations [6] - The A-share market is expected to enter a critical trading window before the Spring Festival, with a potential shift towards a "high-level oscillation and structural differentiation" pattern [7] Investment Strategies - A balanced allocation strategy focusing on "technology + cycles + dividends" is recommended to capture structural opportunities [9] - In the technology sector, attention should be given to AI-related investments, while the cyclical sector, particularly non-ferrous metals, may present buying opportunities after recent corrections [9] - For conservative investors, strategies focusing on "dividend low volatility" and "free cash flow" indices are suggested [10]

2026开年以来，A股在政策暖风与全球流动性转向预期下走出"开门红"，但结构性分化依旧显著。站在 多个经济体周期共振、新质生产力加速落地的关键节点，如何穿越短期波动、把握长期价值？ 宏利基金权益部执行总经理、基金经理李坤元给出了她的答案——聚焦"好行业、好阶段、好公司、好 价格"，在全市场均衡布局中捕捉科技成长与周期反转的双重机遇。拥有20年投研经验、14年基金管理 履历的她，正以一套融合宏观研判、中观景气与微观精选的系统性框架，掌舵新发产品宏利优势企业混 合型证券投资基金，布局高质量发展时代的优质资产。 她始终相信："时代造英雄，每个时代都有自己的英雄。"当前，正处于科技起舞的时代，人工智能 （AI）、先进制造、新型消费与医药等是中长期的核心方向。在此基础上，她形成了宏观定风格、中 观捕景气、微观挖龙头的三层投资方法论。 在投资标的选择上，李坤元严格遵循"四好"原则：好行业——优选处于上行周期、具备爆发潜力的赛 道，尤其关注市场空间大、渗透率临近拐点的领域；好阶段——聚焦景气度向上、业绩确定性增长且可 见度至少在一年以上的细分环节；好公司——不仅关注显性龙头，也挖掘细分领域的隐形冠军和潜在龙 头，挖掘在行业 ...

□本报记者王雪青 2026开年以来，A股在政策暖风与全球流动性转向预期下走出"开门红"，但结构性分化依旧显著。站在 多个经济体周期共振、新质生产力加速落地的关键节点，如何穿越短期波动、把握长期价值？ 宏利基金权益部执行总经理、基金经理李坤元给出了她的答案——聚焦"好行业、好阶段、好公司、好 价格"，在全市场均衡布局中捕捉科技成长与周期反转的双重机遇。拥有20年投研经验、14年基金管理 履历的她，正以一套融合宏观研判、中观景气与微观精选的系统性框架，掌舵新发产品宏利优势企业混 合型证券投资基金，布局高质量发展时代的优质资产。 遵循"四好"选股原则 李坤元的投资框架具有鲜明的自上而下特征。"宏观先行"是她的鲜明特色。"这些年来，我积极跟踪经 济数据与宏观政策，尝试根据宏观环境的变化做仓位上的择时和确定投资风格。"李坤元表示，"我每个 季度都会对宏观情况进行审视判断，如果出现大的风险或异常因素，会增加跟踪频率。宏观有风险时， 首先要降低仓位，第二要降低持仓品种的弹性，进行防御。" 李坤元认为，2026年的宏观环境将迎来积极拐点。一方面，美联储降息确定性高，全球流动性趋于宽 松；另一方面，"十五五"规划开局之年政策协 ...

Group 1: Breakthroughs in Technology - China's first successful automatic formation trial of heavy-duty trains marks a significant advancement in railway freight, achieving a 50% increase in comprehensive capacity through wireless communication technology [1] - The successful launch of 19 low-orbit satellites for satellite internet represents a milestone in digital process integration, enhancing efficiency through automated testing and intelligent assembly [1] - The first realization of space metal 3D printing signifies a major leap in space manufacturing technology, transitioning from ground validation to space engineering verification [3] Group 2: Energy Sector Developments - The full-capacity operation of the Zhejiang Anji power plant, the largest and most efficient gas power plant in China, supports winter electricity demand in East China with a total installed capacity of 1686 megawatts and an efficiency of 64.15% [4] - The Anji power plant is expected to generate up to 7 billion kilowatt-hours annually, sufficient to meet the electricity needs of 6 million residents for a year [4] Group 3: Scientific Research Advancements - Chinese scientists have presented the dynamic process of gold nanoparticle formation at the nanoscale, challenging traditional views on gold sources and providing new insights for green gold extraction processes [2]

本周，我国科技再迎密集突破 轨道交通、能源电力、商业航天、 基础科学、航天制造等领域 成果接连涌现 多个首次 彰显中国科技自主创新的强劲动能 世界首次！ 1月19日15时48分，我国在海南商业航天发射场使用长征十二号运载火箭，成功将卫星互联网低轨19组卫星发射升空，卫星顺利进入预定轨道，发射任务获 得圆满成功。此次发射的卫星用于低轨卫星互联网星座建设，由银河航天承担研制，搭载了多项核心技术产品。 相关负责人表示，此次卫星发射任务首次实现数字化全流程贯通，针对批量生产的特点进行了自动化测试、智能装配与检测、发射场流程优化等工作，大幅 提升了效率。 我国科学家首次呈现 纳米尺度黄金形成的动态过程 我国重载群组列车自动编队运行试验成功 1月21日，我国自主研发的万吨级重载列车完成世界首次自动编队驾驶试验，7列5000吨级的货运列车通过无线通信"对话"，实现"随到随装、随编随走"的柔 性运输，像"搭积木"一样自由组合。 本次试验实现从"硬连接"到"虚拟连挂"的本质跨越，综合运能提升50%以上，打破了百年铁路货运的控制模式，未来将对我国铁路货运带来根本性的变革。 卫星互联网低轨19组卫星发射成功 首次实现数字化全流程贯 ...

Group 1 - The core focus of the article is on the achievements of Pan Yuanzhi, a young entrepreneur in the semiconductor industry, who has been recognized for his contributions to technology innovation and entrepreneurship in Nantong [1][3]. - Pan Yuanzhi founded Nantong Zhixin Technology Co., Ltd., which specializes in high-end thermal packaging for semiconductors, and has made significant advancements in overcoming technical challenges in the industry [5][6]. - The company has developed a fully controllable production process that has successfully replaced imported technologies, achieving a 30% cost reduction compared to international competitors [6]. Group 2 - Nantong's favorable industrial foundation, geographical advantages, and business environment have been pivotal in attracting Pan Yuanzhi's company to establish operations in the region [5][6]. - The company has expanded rapidly, with nearly 10,000 square meters of cleanroom facilities and multiple production lines that hold independent intellectual property rights [6]. - Pan Yuanzhi's team has secured over 60 invention patents, and the company's valuation has reached 800 million yuan, indicating strong market potential and innovation capabilities [6]. Group 3 - The local government has fostered a supportive ecosystem for young entrepreneurs, including the establishment of a talent pool and networking platforms for innovation and collaboration [7]. - The company aims to further expand its production capacity and product offerings, aspiring to become a leading semiconductor thermal packaging base in China [7].