⑤【机构预计到2028年台积电将削减15%-20%成熟制程产能】1月26日，据Counterpoint晶圆代工服务月度情报报告显示，预计到2028年台积电将削减 15%~20%Fab14的12英寸成熟制程产能，核心目的是改善传统制程利用率结构性不足的现状，同时腾挪资源支持先进封装技术的拓展。Counterpoint数据显 示，此次产能调整的核心驱动力是40~90纳米制程的利用率持续低迷。台积电此前已公布其Fab14工厂成熟制程产能的战略调整方案。截至发稿，台积电 上涨1.42%。 ⑥【OpenAI副总裁马特·奈特将离职】当地时间1月26日，OpenAI副总裁、首席信息安全官马特·奈特（Matt Knight）在社交媒体发文称，他将离开 OpenAI。 每经记者｜岳楚鹏 每经编辑｜何小桃 高涵 ①【三大期指涨跌不一】截至发稿，道指期货跌0.09%、标普500指数期货涨0.23%、纳指期货涨0.51%。 ②【存储概念股普涨】美股存储概念股盘前普涨。截至发稿，西部数据涨2.89%，希捷科技涨2.21%。 ③【斥资240亿美元在新加坡建内存芯片制造厂，美光科技涨近4%】当地时间1月26日消息，美光科技表示，位于新加坡 ...

Core Viewpoint - The Shandong provincial government aims to enhance consumption through new business models and scenarios in the cities of Jinan, Qingdao, and Yantai by 2026, focusing on both online and offline strategies [1] Online Strategies - Jinan has developed the "Quancheng Purchase" platform, planning to issue 160 million yuan in consumption vouchers by 2025, which is expected to drive direct consumption exceeding 10 billion yuan [1] - Qingdao has issued 160 million yuan in targeted consumption vouchers, leading to a year-on-year sales growth of over 15% in retail and dining sectors [1] - The provincial platform integrates the three cities, promoting deep integration of "Good Products from Shandong" with e-commerce [1] Offline Strategies - Qingdao is cultivating high-level flagship stores and creating night-time consumption hubs [1] - Yantai plans to establish 15 economic clusters for new product launches and develop a coastal metaverse shopping street [1] - Jinan is expanding the categories for home appliance and digital subsidies, enhancing service functions in commercial districts [1] - All three cities are advancing the upgrade of the circulation network at county, township, and village levels, optimizing logistics and local stores to sustain urban and rural consumption vitality [1]

Core Viewpoint - The company, Wenfeng Co., Ltd. (601010.SH), has stated that it does not have a financial shared service center, but it maintains a standardized financial management system that supports its current business accounting and financial management needs [1]. Group 1 - The company has not established a financial shared service center [1] - The company possesses a standardized financial management system and framework [1] - The existing financial management system is capable of supporting current business accounting and financial management requirements [1]

格隆汇1月27日丨三江购物(601116.SH)公布，公司于2026年1月27日收到股东杭州阿里巴巴泽泰信息技 术有限公司（以下简称"阿里泽泰"）出具的《关于股东权益变动比例触及1%的整数倍的通知》。于 2026年1月5日-1月27日期间，阿里泽泰通过大宗交易方式减持公司股份616.53万股。阿里泽泰持有公司 股份数量由158,826,736股减少至152,661,436股，占公司总股本的比例由29.00%减少至27.87%，触及1% 的整数倍。 ...

Group 1 - The core idea of the articles revolves around the transformation of traditional Chinese New Year customs, driven by the younger generation (Z generation), who are reshaping the holiday culture through digitalization, personalization, and emotional engagement [1][29] - The rise of "electronic New Year goods" such as digital red envelope covers and festive stickers reflects a shift from traditional material consumption to experiences that emphasize emotional value and social connection [2][5] - The market for traditional New Year products is evolving, with new categories like personalized flower arrangements and creative couplets gaining popularity among young consumers, indicating a trend towards lighter, more interactive products [6][9][10] Group 2 - The pet industry is experiencing significant growth, with the urban pet consumption market projected to reach 312.6 billion yuan in 2025, reflecting the deepening role of pets as family members [11][12] - The trend of "reverse Spring Festival travel," where parents visit their children in cities, is emerging, leading to new opportunities in local tourism and family services [15][17] - The "intangible cultural heritage" tourism trend is gaining traction, with a notable increase in interest and bookings for experiences related to local customs and heritage, indicating a shift in consumer preferences towards immersive cultural experiences [18][21] Group 3 - The gold market is witnessing a surge, with prices increasing over 70% in 2025, leading to a trend where young consumers are opting for "custom gold" as a cost-effective alternative to traditional gold jewelry [23][25] - The rise of "two-dimensional New Year goods" reflects a growing demand for products that cater to social and emotional needs, with significant engagement on social media platforms [26][27][28] - The overall transformation of New Year consumption patterns illustrates a broader trend of emotional and social value becoming central to consumer behavior, marking a shift from purely materialistic purchases to experiences that resonate with personal identity and cultural significance [29]

Core Viewpoint - The article highlights the efforts of the Tashkent City Market Supervision Administration to combat excessive packaging of holiday gift boxes ahead of the Spring Festival, aiming to regulate market order and promote environmentally friendly consumption practices [1] Group 1: Regulatory Actions - The Market Supervision Administration is conducting a special inspection focusing on holiday gift boxes, particularly in supermarkets and New Year markets [1] - The inspection targets food, local specialties, and popular holiday items such as tea and alcohol [1] - Enforcement personnel are checking compliance with packaging layer regulations and measuring packaging void ratios to prevent oversized packaging [1] Group 2: Cost Control Measures - The administration aims to control the proportion of packaging costs to avoid increasing consumer burdens and prohibits the use of expensive materials like precious metals and hardwoods for packaging [1] - Businesses are urged to strictly implement procurement verification responsibilities [1] Group 3: Compliance and Future Actions - As of now, 11 businesses have been inspected, with one ordered to rectify its practices [1] - The Market Supervision Administration plans to continue enhancing regulatory efforts to create a green, low-carbon, and environmentally friendly holiday consumption environment [1]

根据文旅部等部门发布的最新数据：去年，我国国内居民出游人次达65.22亿，旅游花费6.3万亿元；我 国社会消费品零售总额突破50万亿元，最终消费支出对经济增长的贡献率达52%。这组数字意味着什 么？ 出游热，消费旺。数字的背后是消费持续发挥着经济增长主引擎的作用，也有热气腾腾的生活。细看这 份"消费成绩单"，亮点很多。其中特别值得一提的是服务消费增长速度比较快，文体休闲、旅游咨询租 赁等服务零售额保持两位数增幅。比如冬天很热的冰雪游，预计2025-2026冬季冰雪旅游休闲人数将达 3.6亿人次。热"雪"沸腾，"滑"出精彩。从商品消费为主向商品和服务消费并重转变，是美好生活的提 质升级。 向上跳动的数字，反映的也是我国消费环境的持续改善和消费场景的不断出新、出彩，给了大家更多选 择。当然，这里面也有政策加力。近日，个人消费贷贴息政策升级，多家银行已明确实施细则。政策期 限延长、支持范围扩大，信用卡账单分期也纳入贴息范围，各方面以真金白银激发消费活力。 今天是腊八节，过了腊八就是年，春节越来越近。这个春节假期有9天，堪称史上最长，大家除了走亲 访友、与家人团聚，还规划去哪呢？其实不管去哪里，有一点能肯定：最长假期 ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经AI快讯，新华百货1月27日晚间发布公告称，公司第十届第三次董事会会议于2026年1月27日在公 司集团总部六楼会议室召开。会议审议了《关于预计2026年日常关联交易的议案》等文件。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 （记者 王晓波） ...

Core Viewpoint - The general retail sector experienced a decline of 1.04% on January 27, with Shanghai Jiubai leading the drop, while the Shanghai Composite Index rose by 0.18% and the Shenzhen Component Index increased by 0.09% [1] Group 1: Market Performance - The Shanghai Jiubai stock closed at 13.33, down 7.30%, with a trading volume of 490,400 shares and a transaction value of 6.57 billion yuan [2] - The top gainers in the general retail sector included Sanjiang Shopping, which rose by 3.24% to close at 16.91, with a transaction value of 7.21 billion yuan [1] - The overall net outflow of main funds in the general retail sector was 561 million yuan, while retail investors saw a net inflow of 464 million yuan [2][3] Group 2: Individual Stock Analysis - Sanjiang Shopping had a main fund net outflow of 57.71 million yuan, with retail investors contributing a net inflow of 84.01 million yuan [3] - Xiaogoods City saw a main fund net inflow of 21.03 million yuan, while retail investors had a net outflow of 36.95 million yuan [3] - Tianhong Shares experienced a main fund net inflow of 10.44 million yuan, with a net outflow from retail investors of 9.84 million yuan [3]

Market Overview - As of January 27, the Shanghai Composite Index rose by 0.18%, closing at 4139.9041 points, while the Shenzhen Component Index increased by 0.09%, closing at 14329.906 points [1] Top Gainers in Hunan Stocks - Hunan Gold opened at 27.800 and closed at 27.800, with a daily increase of 10.01%, maintaining the same price throughout the day, with a trading volume of 30,416 lots [2] - Zhongbing Hongjian opened at 19.070 and closed at 19.650, rising by 2.50%, with a daily high of 19.670 and a low of 19.030, and a trading volume of 690,833 lots [2] - Kaimete Gas opened at 22.770 and closed at 23.450, up by 2.31%, reaching a high of 23.800 and a low of 22.670, with a trading volume of 496,264 lots [2] - Youa Shares opened at 7.790 and closed at 8.030, increasing by 2.16%, with a daily high of 8.080 and a low of 7.720, and a trading volume of 437,837 lots [2] - Dianguang Media opened at 11.380 and closed at 11.580, up by 2.03%, with a high of 11.600 and a low of 11.060, and a trading volume of 876,399 lots [2] Top Losers in Hunan Stocks - Hengli Tui opened at 0.160 and closed at 0.150, falling by 11.76%, with a daily high of 0.170 and a low of 0.150, and a trading volume of 611,606 lots [3] - Taijia Shares opened at 22.130 and closed at 20.190, down by 9.01%, with a high of 22.130 and a low of 19.970, and a trading volume of 238,463 lots [3] - *ST Gaosi opened at 12.750 and closed at 12.160, decreasing by 4.48%, with a high of 13.140 and a low of 12.090, and a trading volume of 233,058 lots [3] - Zhejiang Construction Investment opened at 8.800 and closed at 8.570, down by 2.83%, with a high of 8.820 and a low of 8.450, and a trading volume of 210,227 lots [3] - Changlan Technology opened at 21.910 and closed at 21.460, falling by 2.68%, with a high of 22.000 and a low of 20.730, and a trading volume of 105,940 lots [3]