作为深圳市现代化先行区、全国首个GDP突破万亿的城区，南山区始终坚持以高质量服务赋能消费升 级，在文旅促消费领域持续发力。 为了让市民游客春节在南山住得更舒心、出游更实惠，南山区于2月13日正式启动"城南花开 金马运 来"新春住宿消费券发放活动，面向来深游客及本地居民发放新春住宿消费券，以实实在在的惠民举措 让大家乐享旅途、轻装过节，助力文旅市场迎来"开门红"。 此次消费券发放精准聚焦文旅消费的关键环节，既服务于来深游客"住得好"的核心需求，又带动周边餐 饮、购物、景区等热度提升。此前，南山区已多次推出不同领域的消费激励措施，展现了政策连续性与 创新力。南山区正以"科技+文旅+消费"的融合模式，塑造独具魅力的城市形象。与此同时，南山区各 大文旅企业积极响应，推出"住宿+景点门票""住宿+餐饮套餐"等组合优惠，形成政企协同、多方共赢的 良好局面，进一步放大消费乘数效应。 春节临近，深圳再次成为备受全国游客瞩目的热门目的地。数据显示，春节假期前往深圳的机票预订量 大幅增长，从全国主要城市来看，一线城市及省会城市的平均预订增长率超过30%；而以北京、上海、 杭州为代表的老牌一线城市，以及青岛、沈阳、郑州等新一线城市 ...

中新社广州2月14日电 题：广州年夜饭文旅融合年味足 广东广州，白天鹅宾馆已布置新春装饰。中新社记者 韦杰夫 摄 "今年1000多个年夜饭席位在3个月前已订满，其中两成消费者来自海外和港澳地区。"白天鹅宾馆总经 理林镇海介绍，海外及港澳地区的食客更偏爱广东传统菜式，必点鸡、乳猪、鱼等，取吉祥寓意；本地 市民尤其是年轻家庭，更倾向选择相对清淡的菜式，河虾、海虾也成为新年热门选择。 今年春节假期，该宾馆的客房预定接近满房，520间房日均接待1000多位住客，提供早茶服务的三个餐 厅将全部开放营业，服务时间延长，除新增寓意好的菜式，经典点心与新春菜式齐备，吸引境外游客。 中新社记者 蔡敏婕 马年春节临近，岭南大地年味渐浓。各类年夜饭产品精准对接不同消费需求，让八方宾客在舌尖上品味 广府韵味。 作为广府文化核心地，广州今年年夜饭市场持续升温，呈现出"经典传承、创新出圈、文旅融合"的鲜明 特点。 经典头盘鸿运乳猪香酥脆口，象征"大展宏图、鸿运当头"；黄汤(东)星斑柳创新造型，承载"年年有余、 一马当先"的美好祝愿；黑松露焗龙虾、特色糯米饭等，兼顾风味、健康与吉祥寓意…… 记者近日探访白天鹅宾馆看到，双龙头玉雕船、"故乡 ...

根据海南省住宿单位涉诉情况统计，2026年2月1日至2026年2月13日，海南省投诉量排名前十的住宿单 位（酒店、民宿排名分列）名单如下↓本期上榜住宿单位收到的投诉问题主要集中在：服务态度不佳、 服务质量不达标、虚假宣传、未明码标价、诱导消费、合同违约等方面。 来源：新 华社 | 被授诉酒店名称 | | --- | | 三亚海棠湾万丽酒店 | | 三亚轩诺酒店管理有限公司 | | 三亚亚龙湾红树林度假酒店 | | 三亚亚龙湾天域度假酒店 | | 三亚海棠湾民生威斯汀度假酒店 | | 三亚景咖美宿酒店管理有限公司 | | 三亚美高梅度假酒店 | | 三亚悦澜湾君澜度假酒店 | | 海棠湾红树林度假酒店 | | 三亚天成贝尔蒙海景酒店 | | 被授诉民宿名称 | | --- | | 三亚市天涯共此时民宿旅店 | | 三亚大盛民宿管理有限公司 | | 三亚吉阳博后壹号民宿店 | | 伊瑟拉 · Dream 艺术民宿 | | 三亚天涯区云海澜栖海边民宿店 | | 三亚景咖美宿酒店管理有限公司 | | 北苑南岛(海南)投资有限公司 | | 三亚龙圻民宿酒店管理有限公司 | | 三亚吉阳沐光鹿隐博后村民宿店 | | 馨妍 ...

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！ | | | | 高毅资产海外基金2025年末的美股持仓 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 公众号搜索 | | 私募推荐网 | | 数据来源:美国证交会(SEC)官网,私募排排网整理。 | | | | | | | 证券代码 | 证券简称 | 持股市值 (万美元) | 持股占 组合比重 | 2025年末 持股数 (万股) | 2025年 四季度 持股数变动 | 所属行业 (CICS-级) | 2025年 四季度 涨跌幅 | | 1 | HTHT | संद | 24336 | 36.00% | 517.24 | -0.55% | 非日常生活 消费品 | 20.30% | | | PDD | 拼多多 | 22248 | | | | 非日常生活 | | | 2 | | | | 33.00% | 196.21 | 47.17% | 消费品 | -14.21% | | 3 | | 童看详情 | 9414 | 14.00% | 30.00 | 不 ...

Core Viewpoint - Gao Yi Asset's overseas fund held 13 US stocks with a total market value of approximately $683 million (about 4.7 billion RMB) at the end of Q4 2025, with significant positions in several Chinese concept stocks [2][3]. Summary by Sections Holdings Overview - In Q4 2025, Gao Yi Asset's holdings included 5 companies in the consumer goods sector and 4 in the communication services sector [2]. - The fund initiated positions in 2 new US stocks, increased holdings in 5 stocks, reduced holdings in 2 stocks, and maintained positions in 4 stocks [2]. Major Holdings - The largest holding was Huazhu, with a market value of approximately $243 million, accounting for about 36% of the total US stock holdings, and the stock rose over 20% in Q4 2025 [2]. - The second-largest holding was Pinduoduo, valued at approximately $222 million, representing about 33% of the total US stock holdings, although it saw a decline of 14.21% [3]. A-Share Holdings - Gao Yi Asset's A-share holdings exceeded 23.5 billion RMB, with significant positions in 18 A-share companies as of Q3 2025 [7]. - The fund's A-share investments are primarily managed by Feng Liu and Deng Xiaofeng, focusing on sectors such as non-ferrous metals, electronics, food and beverage, chemicals, and pharmaceuticals [7]. Performance Insights - The stock price of Zijin Mining, a major holding, increased over 99% in the first three quarters of 2025, and further rose over 28% from October 2025 to February 2026 [10]. - Gao Yi Asset actively conducted research on 26 A-share companies in the past month, with notable performance from companies like Wangsu Science & Technology, which surged over 85% [11].

Core Viewpoint - The A-share market is influenced by multiple factors, showing characteristics of valuation-driven and structural differentiation, with an upward trend expected to continue post-Spring Festival [1][2]. Market Dynamics - The A-share market is experiencing a clear upward trend supported by improving corporate earnings, increased willingness of residents to invest, and ongoing policies to optimize industry competition [2]. - Short-term market fluctuations are expected due to seasonal effects, particularly around the Lunar New Year, but the overall upward trend remains intact [2][4]. Market Structure Characteristics - Historical data shows that since 2009, the average spring market rally lasts 57 days with an average increase of over 20%, with value blue-chip sectors performing well before the Spring Festival [3]. - The equity market is currently in a bullish window until early March 2026, with a focus on risk management and strategic positioning [3]. Post-Spring Festival Outlook - The A-share market is anticipated to continue its upward trend post-Spring Festival, supported by macroeconomic recovery, stable policy environment, and regulatory measures to prevent overheating [4]. - There is potential for a "red envelope market" if consumer data exceeds expectations, reinforcing cyclical sector support [4]. Investment Strategies - The investment logic post-Spring Festival will focus on "value supporting growth," with a shift from low-risk to high-risk preferences, emphasizing technology and cyclical sectors [7]. - Five key investment themes are recommended: 1. AI industry chain focusing on application development and performance-driven investments [7]. 2. High dividend yield assets, particularly in stable cash flow sectors like home appliances and banking [7]. 3. Sectors benefiting from policy-driven improvements, such as coal, steel, and lithium [7]. 4. Core areas of domestic demand recovery, including health, sports, and travel industries [8]. 5. Investment opportunities in strategic and industrial metals, anticipating a rebound in prices [8].

Core Viewpoint - The A-share market is expected to continue its upward trend post-Spring Festival, driven by a combination of trend inertia, seasonal effects, and policy environment support [3] Market Characteristics - The A-share market is influenced by multiple factors, exhibiting a complex overall pattern characterized by clear trends, numerous short-term disturbances, and significant structural differentiation [1] - The core driving force for the market's upward trend is the self-propelling nature of the market, supported by regulatory measures to mitigate risks and prevent overheating [1][3] - Key support for the market's upward movement includes improving corporate profit outlooks, increased willingness of residents to invest savings, and ongoing policies to optimize industry competition [1][2] Short-term Market Dynamics - Short-term market fluctuations are influenced by holiday effects, with some funds opting to secure profits before the Lunar New Year, leading to a temporary decrease in trading activity [2] - The performance of U.S. tech giants, Federal Reserve policy, and geopolitical events indirectly affect the rotation of A-share industries [2] Investment Strategy - Post-Spring Festival, the investment logic will focus on "value supporting growth," with a shift from low-risk to high-risk preferences, emphasizing technology and cyclical price increases [5] - Five main investment lines are suggested: 1. AI industry chain focusing on application breakthroughs [5] 2. High dividend assets in stable cash flow sectors [5] 3. Anti-involution sectors benefiting from improved competition [5] 4. Core areas of domestic demand recovery, particularly in health and travel sectors [6] 5. Investment opportunities in strategic and industrial metals [6] Market Outlook - The market is expected to experience a "red envelope market" post-Spring Festival, with potential for further expansion due to the current market's performance being below historical averages [3] - The growth of the A-share market is anticipated to be independent of the overall yearly trend, with a focus on technology growth while balancing risks across multiple sectors [6]

Core Viewpoint - The A-share market is expected to continue its upward trend post-Spring Festival, driven by a combination of trend inertia, seasonal effects, and policy environment support [3] Market Characteristics - The A-share market is influenced by multiple factors, exhibiting a complex overall pattern characterized by clear trends, numerous short-term disturbances, and significant structural differentiation [1] - The core support for the market's upward trend includes improving corporate profit prospects, increased willingness of residents to invest, and ongoing policies to reduce competition [1][2] Short-term Market Dynamics - The pre-Spring Festival period has led to a temporary decline in market activity as some funds opted to secure profits amid uncertainty, but this has not altered the core market trend [2] - Historical data shows that since 2009, the average spring market rally has lasted 57 days with an average increase of over 20% [2] Investment Strategy - Post-Spring Festival, the investment logic will focus on "value supporting growth," with a shift from low-risk to high-risk preferences, emphasizing technology and cyclical sectors [4] - Five key investment themes are recommended: 1. Artificial intelligence industry chain, shifting focus from hardware to application [5] 2. High dividend yield assets, particularly in stable cash flow sectors like white goods and banking [5] 3. Anti-involution sectors benefiting from improved competition dynamics, such as coal and steel [5] 4. Core areas of domestic demand recovery, focusing on sectors with strong growth potential like health and tourism [6] 5. Investment opportunities in strategic and industrial metals, anticipating a rebound in prices [6] Market Outlook - The market is expected to experience a "red envelope market" post-Spring Festival, with potential for further expansion if consumer data exceeds expectations [3] - The overall market is projected to maintain a "stable and upward" characteristic, with limited downside potential for indices [3]

酒店入住数据更直观印证了入境游的火爆。业内人士透露，今年春节境外游客预订周期明显提前。截至 目前，春熙路、太古里商圈多数酒店春节期间入住率已过半，入境客源成为春节住宿市场的重要支撑。 业内人士分析，免签政策便利、国际航线加密、文旅品牌持续破圈，多重利好让"来川过大年"成为东南 亚入境游新热点。从都市商圈到古巷老街，从灯会庙会到雪山乡野，成都正以开放包容的姿态，向世界 展示独具魅力的中国春节。 本报讯 （成都日报锦观新闻记者 余力） 春节临近，全国旅游市场迎来高峰，入境游热度持续攀升。越 来越多的外国游客不远万里来到中国，沉浸式体验传统年俗、感受烟火年味，"来中国过春节"已然成为 全球旅游新风尚。作为西部重要旅游枢纽，成都凭借浓郁年味、多元文旅场景与国际便利政策，吸引着 全球游客前来打卡，成为境外游客感受中国年味的热门目的地。 携程发布的《2026马年春节旅游市场预测》显示，外国游客最偏爱目的地包括上海、北京、广州、深 圳、成都、重庆、珠海、厦门、哈尔滨、杭州等城市，形成了覆盖国际都市、文化名城、特色景区 的"中国年味地图"。从客源国来看，来自马来西亚、韩国、新加坡、日本、俄罗斯的订单量位居前列。 飞猪数据同时 ...

Core Insights - The first batch of commercial real estate investment trusts (REITs) has been submitted and accepted by the exchange, marking a significant milestone in the development of China's public REITs market [1] - The launch of commercial real estate REITs by the China Securities Regulatory Commission signifies a new phase in the REITs market, enhancing the depth and breadth of capital market services for the real economy [1] Industry Overview - REITs play a crucial role in revitalizing existing assets and broadening investment channels for residents, contributing to the stable operation of the public REITs market over the past five years [1] - The essence of REITs is asset listing, allowing asset holders to share stable operating cash flows and capital gains with a broader range of institutional and individual investors [1][2] - The management and capital management of REITs are core values, enabling continuous sharing of stable investment returns for investors [2] Company Developments - Leading companies like Jinjiang and Shazhu have actively applied for the first batch of commercial real estate REITs, aiming to leverage their "assets, asset management, and capital" advantages for both internal and external development [3] - Jinjiang's REIT project, which includes 21 hotels across 18 cities, aims to diversify risk while meeting stable demand in core cities and growth potential in emerging cities [4] - Shazhu Group, a leader in the outlet industry, plans to use its REITs to strengthen its brand and expand its scale, focusing on quality improvement in the outlet sector [5] Market Expectations - Investors have shown positive interest in the REITs issued by industry leaders, focusing on the quality of the initial assets and the potential for continuous expansion of the REITs [5] - The industry anticipates that as the commercial real estate REITs market matures, leading REITs will play a more significant role in promoting high-quality development within the sector [5]