上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 春节期间，有券商策略团队连续7天路演，也有基金经理"下乡"实地调研。节后买什么、怎么投是他们最 关注的问题。 事实上，记者采访获知，在今年1-2月波动的市场环境中，除了高度关注以AI为代表的新质生产力产业链 进程之外，不少基金经理也将目光投向了内需领域。 基金经理关注内需大方向 早在年初举办的嘉实基金2026投资策略会上，嘉实基金股票策略研究总监方晗就公开表示，对2026年权 益市场持理性偏乐观态度，但市场风格与结构或出现较大切换，他强调说，可重点关注"反内卷"背景下利 润回升企业及受益于扩大内需举措的标的，这类板块或决定全年指数高度。 嘉实基金大消费研究总监吴越也表示，消费行业已步入关键转折点，伴随居民财富效应释放推动高端消费 与服务消费需求升级，2026年有望重现消费投资机遇，市场情绪低迷"人迹罕至"之时，或许正是布局窗 口期。 "权益资产经过过去一年半的上涨，估值水平已经有明显提升，基本面缓慢改善，但基本面跟上估值还需 要一定的时间，在这种情况下，波动难以避免。"沪上一家中大型基金公司资产配置负责人告诉上证报记 ...

Core Viewpoint - Fund managers are focusing on domestic demand and AI-driven sectors as key investment opportunities in the current market environment, with a particular emphasis on consumer sectors and technology applications [1][2][4]. Group 1: Domestic Demand Focus - Fund managers are optimistic about the domestic consumption sector, highlighting a potential turning point driven by the release of household wealth and an upgrade in high-end consumption and service demand [2][7]. - The investment strategy emphasizes identifying companies benefiting from domestic demand expansion and those showing profit recovery amid a "de-involution" backdrop, which could significantly influence market indices [2][7]. - Traditional industries, such as liquor and real estate, are being closely monitored for potential investment opportunities, especially as some real estate companies show signs of recovery [2][7][8]. Group 2: New Consumption Trends - The recovery and expansion of offline commercial sectors are seen as critical investment themes, supported by a stable online-to-offline market transition and lower commercial real estate rents [3][8]. - High-end consumer goods, particularly in outdoor sports and cosmetics, are gaining traction, with domestic brands showing competitive advantages through innovation and market understanding [3][8]. - The international expansion of Chinese consumer brands is shifting from price competitiveness to cultural and service-based differentiation, enhancing their global appeal [3][8]. Group 3: AI and Technology Sector - AI remains a crucial structural investment direction, with expectations for significant applications in hardware and software, particularly in consumer electronics and robotics [4][9]. - The ongoing technological advancements and increased capital expenditure from major players are expected to sustain the momentum in the tech sector through 2026 [4][9]. - Investment opportunities in AI applications, smart driving, and semiconductors are anticipated to grow, despite potential market fluctuations [4][9].

北京时间2月19日凌晨，美股周三午盘维持涨势，科技股领涨。交易员正等待美联储最新政策会议纪要 的公布。 道指涨258.53点，涨幅为0.52%，报49791.72点；纳指涨267.29点，涨幅为1.18%，报22845.68点；标普 500指数涨51.96点，涨幅为0.76%，报6895.18点。 英伟达股价走高。周二有报道称，Meta Platforms宣布将在其数据中心建设中使用数百万块英伟达芯 片。 此外，同为"科技股七巨头"成员的亚马逊上涨约1%，此前监管文件显示著名投资者比尔-阿克曼的潘兴 广场（Pershing Square）基金在第四季度将其在这家电商巨头的持股增加了65%。这使得亚马逊成为该 基金的第三大重仓股。 在此之前，亚马逊遭遇连续九天的下跌。从2月2日到上周五，该股市值下跌了约18%，创下自2006年以 来最严重的连跌纪录，市值蒸发超过4500亿美元，原因是投资者质疑其人工智能支出计划的价值。 美光科技收到关注，此前著名对冲基金经理大卫-泰珀（David Tepper）的Appaloosa Management增持这 家芯片制造商。 作为美联储偏爱的通胀指标，PCE将让人们更深入地了解 ...

土耳其航空公司周三回购30.5万股股票。 来源：滚动播报 ...

Group 1 - United Airlines' stock price has decreased by 1.8% due to the management's attendance at a meeting [1]

Core Viewpoint - The market regulatory authority is implementing measures to stabilize prices during the Spring Festival, focusing on various sectors such as accommodation, dining, tourism, and services to protect consumer rights and maintain festive atmosphere [1] Group 1: Price Regulation Measures - The market regulatory authority has deployed local departments to enhance price monitoring and regulation in key areas such as accommodation, dining, scenic spots, food, and life services [1] - Authorities are closely monitoring price fluctuations and guiding businesses to set reasonable prices while ensuring compliance with clear pricing regulations [1] - A high-pressure stance is maintained against price violations, including failure to display prices clearly, collusion to raise prices, price fraud, and price gouging, with several typical cases being investigated [1] Group 2: Regional Regulatory Actions - In Guangdong, Shantou's market regulators established a list of 392 accommodation providers, dispatched over 700 enforcement personnel, and investigated 10 cases of suspected price violations [2] - In Guangxi, market regulators conducted special inspections on hotel accommodation and scenic spot ticket prices, guiding operators to sign compliance agreements for reasonable pricing [2] - In Sichuan, regulators warned hotels with significant price increases to fulfill social responsibilities and adhere to pricing norms [2] - In Yunnan, market regulators initiated investigations into hotels for illegal price hikes and demanded immediate corrections [2] Group 3: Transportation and Service Sector Oversight - In Shandong, market regulators conducted comprehensive checks on rental car prices during the holiday, focusing on price fraud and ensuring transparency in pricing by airlines and train ticket platforms [2] - In Hubei, market regulators investigated price increases at pet stores and monitored service sectors like hairdressing, car washing, and housekeeping to ensure stable pricing during the holiday [3] - In Beijing, market regulators held meetings with 12 major online ticket sales platforms to enforce compliance with pricing regulations and eliminate misleading promotions [3] Group 4: Consumer Protection and Compliance - In Zhejiang, market regulators are rigorously investigating companies for misleading advertising related to New Year goods, while in Guangdong, 65 stores were ordered to remove related products from shelves [3] - Local authorities are enhancing policy dissemination and compliance guidance for businesses to ensure responsible brand operations and advertising practices [3]

然而，这种极限施压的手段不仅仅局限于关税。特朗普还通过加税对加拿大航空业施压，暂停部分边境基础设施项目，以此迫使对方按照我的要求行事。然 而，施加压力的结果往往是反弹的加剧。这次，众议院之所以能够刹住车，恰恰因为美国国内已经有人看到了这种代价的真实面貌。退协的后果是显而易见 的：三国的产业链已经高度耦合，尤其是在汽车行业，核心零部件跨境多次流转已经成为常态。脱钩的成本十分高昂，而这种代价根本不能由单一方来承 担。根据彼得森研究所的测算，如果美国真从协议中退出，国内GDP将损失超过1%，同时伴随着美元贬值和物价上涨。虽然加拿大和墨西哥对美国的依赖 更深，但它们仍然可以从欧盟和亚太地区寻找到替代选项，而美国则面临着盟友信任基础的进一步崩塌。墨西哥总统最近表示：我不认为美国会真的退出这 个协议。这并非因为信任，而是因为怀疑。 尽管众议院已经通过了决议，局势并未因此平息，变数依旧存在。参议院是否会跟进尚不可知，即便最终通过，特朗普几乎肯定会动用否决权。若要推翻他 的否决，国会需要获得2/3的票数，但目前跨党联合的难度极大。如今，贸易的方向盘依旧牢牢掌握在白宫手中。特朗普坚持交易式逻辑，坚决不给美国让 利的国家就让他们 ...

Core Viewpoint - The article discusses the contrasting approaches of companies in distributing year-end bonuses, highlighting the extravagant cash bonuses given by Fangda Group and the innovative reward strategies employed by other firms in 2026 [2][3][17]. Group 1: Fangda Group's Year-End Bonus Strategy - Fangda Group has distributed nearly 4 billion yuan in cash bonuses to approximately 130,000 employees over the past decade, showcasing a unique and impactful incentive strategy [3][6]. - The company's founder, Fang Wei, has seen his wealth increase significantly, reaching 52.5 billion yuan in 2025, reflecting the success of his business model [5]. - The "cash wall" phenomenon, where employees receive large sums of cash in a dramatic fashion, has become a viral sensation on social media, reinforcing Fangda Group's image as a "fairy-tale company" [3][6]. Group 2: Other Companies' Bonus Strategies in 2026 - JD.com has adopted a performance-based bonus system, with top-performing employees potentially receiving up to 24 months' salary as bonuses, and overall bonus spending increasing by over 70% [17]. - Chasing Technology has introduced a unique "golden bonus" where each employee received a custom gold banknote, totaling an investment of approximately 26 to 28 million yuan [17]. - Insta360 and Junshi Biosciences have also implemented substantial rewards, including luxury cars and significant cash prizes, indicating a trend among companies to enhance employee motivation through tangible rewards [19][17].

Group 1: Military Deployment and Tensions - The U.S. military has deployed 18 F-35A "Lightning II" fighter jets from the RAF Lakenheath base to the Middle East, marking one of the largest single deployments in recent months due to rising tensions with Iran [1] - The USS Abraham Lincoln aircraft carrier has been spotted near the coast of Oman, and the USS Ford carrier group, which recently participated in an attack on Venezuela, has also been redirected to the Middle East [1] - Iran's Islamic Revolutionary Guard Corps is conducting military exercises in the Strait of Hormuz, focusing on assessing naval combat readiness and reviewing security plans [4][2] Group 2: Diplomatic Negotiations - Iran's Foreign Minister has stated that Iran will not yield to threats, emphasizing the intention to reach a fair agreement during upcoming negotiations in Geneva [5][6] - The second round of indirect negotiations between Iran and the U.S. is scheduled for February 17, with Oman facilitating discussions [4][6] - Iran is proposing new negotiation strategies that focus on economic benefits, including joint development of oil and gas fields and potential aircraft purchases from the U.S. [6][7] Group 3: Economic Interests and Strategic Goals - Iran is willing to compromise on its nuclear program in exchange for the lifting of sanctions, indicating flexibility in negotiations [6][7] - The Iranian government aims to ensure that any agreement provides significant economic returns for both parties, particularly in the oil and gas sectors [7] - Israeli Prime Minister Netanyahu has reiterated concerns regarding any potential agreement, emphasizing the need for strict conditions related to uranium enrichment and missile capabilities [7][8]

Core Viewpoint - The performance of EH216-S unmanned aerial vehicles (UAVs) at the 2026 Spring Festival Gala showcased the technological advancements in China's low-altitude economy and highlighted the capabilities of EHang Intelligent, a leading company in the industry [1][3][7]. Company Highlights - EHang Intelligent's EH216-S has completed over 80,000 safe flights across 21 countries, marking its second appearance at the Spring Festival Gala [2]. - The EH216-S is the world's first manned eVTOL (electric vertical takeoff and landing) aircraft to receive certification from the Civil Aviation Administration of China, reinforcing its status as an industry pioneer [3]. - EHang's subsidiary, EHang White Egret, set a Guinness World Record for the most drones (22,580) flying simultaneously, demonstrating the advanced capabilities of its GD4.0 drone technology [5]. Industry Insights - The low-altitude economy is recognized as a strategic emerging industry in China, with policies and infrastructure development accelerating its growth [10]. - EHang Intelligent has established a diverse product matrix, including manned and unmanned aerial vehicles for various applications such as firefighting and logistics [10]. - The company aims to leverage its technological innovations and operational capabilities to expand the commercial use of unmanned aerial vehicles in urban air mobility and other sectors [10].