记者 周楠 上海的老年人正越来越潮。 临近春节，在上海的街巷、社区和养老院里，我看到了很多银发族正敞开怀抱，勇敢探索并拥抱晚 年生活的另一种可能。 这大概是这座城市更沉静、更绵长、更贴近生活肌理的温暖年味。这种温暖，来自一群正在被"托 举"起来的人，和他们正在经历的潮流新活法。 年味，对于曹阿姨们而言，或许就是一份不给孩子添麻烦的安心，和在专业照护下静静康复的踏 实。 也在春节前，开业即火爆的上海银发商店又上新了。现在商店里售卖的AI眼镜，连着手机蓝牙， 只要佩戴者说出诉求，打电话、放音乐等都十分方便。开业不到两个月，上海银发商店累计零售额达70 万元，算上适老化改造和听力验配，预计成交额为167万元，让人不得不感叹银发经济的消费力。这也 是老人对老年生活更安全、更舒适、更自主的追求。 我想，年味不也蕴藏在这种对生活细节不将就、对自己更好的"讲究"之中吗？那是老人对晚年的郑 重与珍视。 科技在此被赋予了人情味，成为社区力量的延伸，稳稳地"托举"起老人最基本的生活需求与安全底 线。年味，或许就藏在准时响起的门铃和那句"饭来了，今天天气冷，您多穿点"的问候里。 在上海市普陀城怡养护院里，我遇到了曹阿姨。72岁的她 ...

Market Overview - The U.S. stock market experienced a decline, with the Dow Jones falling by 1.23%, the Nasdaq by 2.10%, and the S&P 500 by 1.39% last week [1] - In contrast, European indices saw gains, with the FTSE 100 up by 0.74%, the DAX 30 up by 0.78%, and the CAC 40 up by 0.46% [1] Federal Reserve Insights - The recent non-farm payroll report indicated strong U.S. employment data, with 130,000 jobs added in January, suggesting a low likelihood of interest rate cuts in the short term [2] - However, lower-than-expected inflation data has reignited expectations for potential rate cuts, with the market fully pricing in a 25 basis point cut by July [2] - The upcoming Federal Reserve meeting minutes are expected to reveal debates among policymakers regarding maintaining rates versus supporting cuts [2] Economic Indicators - Key upcoming economic data includes the U.S. GDP preliminary value for Q4 and the PCE inflation data, which are critical for the Fed's assessment [2] - The European PMI data for February will be crucial for assessing economic outlook, with expectations of slight improvements in services but a contraction in manufacturing [8] Commodity Market - International oil prices declined, with WTI crude down by 1.04% to $62.89 per barrel and Brent crude down by 0.44% to $67.75 per barrel [5] - Gold futures rose by 1.43% to $5022.00 per ounce, while silver futures increased by 1.45% to $77.851 per ounce, driven by expectations of lower interest rates [5][6] Corporate Earnings - The earnings season is nearing its end, with notable companies such as Occidental Petroleum, Walmart, eBay, and Chinese company Vipshop set to report their results [4]

上周国际市场风云变幻，贵金属市场延续巨震，AI抛售向其他板块蔓延。 市场方面，美股全线下挫，道指周跌1.23%，纳指周跌2.10%，标普500指数周跌1.39%。欧洲三大股指 走高，英国富时100指数周涨0.74%，德国DAX 30指数周涨0.78%，法国CAC 40指数周涨0.46%。 下周看点颇多。市场正等待美国国内生产总值（GDP）数据、个人消费支出（PCE）通胀数据，以及 美联储上次会议纪要，研判美联储下一次降息的可能时间。美国最高法院或公布特朗普政府关税合法性 决定。欧洲方面，重点数据包括欧元区及各国采购经理人指数（PMI）初值和英国通胀数据。亚洲方 面，因农历新年假期，多个市场休市。美国市场16日因总统日休市。 美联储公布会议纪要 上周公布的非农报告显示，美国就业数据表现强劲，1月新增就业13万人。强劲的就业市场表明，短期 内降息可能性不大。不过，随着美国通胀数据低于预期，也提醒投资者，尽管时点不确定，降息大概率 仍会到来。伦敦证券交易所集团（LSEG）数据显示，美国货币市场目前已完全定价美联储在7月降息 25个基点。 与此同时，市场将通过美联储会议纪要观察支持维持利率不变与支持降息的政策制定者之 ...

2月14日上午，"在成都，放心购"消费环境提升专项行动在成都宽窄巷子启动。这标志着为期一年的全市消费环境系统性提升工程全面展开，旨在将"放心消 费"打造成成都建设国际消费中心城市最可信赖的基石和最温暖的城市名片。 活动现场，来自零售、电商、餐饮等行业的商家代表集体宣读了《"在成都，放心购"诚信经营倡议》，作出"货真价实、服务至诚、勇于担当"的庄严承诺， 展现出成都商界珍视信誉、自律向上的整体风貌。仪式上，首批由人大代表、政协委员、社区工作者及热心市民组成的"消费观察员"正式受聘。他们将作为 独立的社会监督力量，深入消费一线开展体察，为优化消费环境提供"民间智慧"与第三方视角，标志着成都消费治理迈向"社会共治"新阶段。 据悉，本次专项行动为期一年，将聚焦当前消费领域的突出问题，坚持"供给侧与消费侧两端发力、线上线下双轮驱动"，系统推进智慧监管、信用监管和法 治监管。行动将推出一系列创新举措，包括运用人工智能对重点直播带货实施全天候监测，在核心商圈推广消费纠纷"一键和解"线上快速处理，在大型集贸 市场普及防作弊"放心秤"，以及将国家金银珠宝质检中心服务前移至核心商圈实现"零距离质检"等。通过一系列"组合拳"，切实 ...

Group 1 - Gao Yi Asset's latest US stock holdings were disclosed, showing a total market value exceeding $600 million across 13 companies as of the end of 2025 [1][3] - The top ten holdings are dominated by Chinese concept stocks, with significant increases in positions for Pinduoduo and Beike, and a new investment in Yixian E-commerce [1][3][9] - The largest holding is Huazhu Hotels Group, which has consistently been the top position for multiple quarters [4][9] Group 2 - Huazhu Hotels Group reported a hotel revenue of 30.6 billion yuan for Q3 2025, a year-on-year increase of 17.5%, with over 12,000 hotels in operation [5] - Pinduoduo saw a revenue of 108.28 billion yuan in Q3 2025, with a year-on-year growth of 9%, marking a decline in growth rate [7] - The overall sentiment in the private equity sector is optimistic regarding domestic demand recovery in 2026, with expectations for opportunities in consumer and real estate sectors [10][11] Group 3 - The real estate cycle's impact on consumption is diminishing, and domestic demand is being driven by growth in other sectors [12] - Increased social capital activity is expected to positively influence economic recovery, supported by proactive policy signals [12][13] - Analysts suggest that the turning point for domestic demand is approaching, with opportunities emerging in sectors like hospitality and consumer goods [11][13]

Weather - The weather forecast indicates rain mixed with snow or light snow in some areas, while other regions will be mostly sunny with occasional clouds. The highest temperatures in the eastern part will range from 3 to 5°C, while other areas will see temperatures between -4 to -2°C. The lowest temperature recorded will be -18°C in Baishan, with most areas experiencing temperatures between -15 to -10°C [1]. Announcements - On February 14, the Jilin Provincial Civil Affairs Department announced the administrative penalties for 12 social organizations, including the Jilin Film Culture Association, resulting in the revocation of their registrations [1][3]. Recruitment - Changchun University of Tourism is publicly recruiting 51 staff members, with applications accepted via email at hr@tccu.edu.cn. The recruitment is ongoing, and inquiries can be made at 0431-89811025 [3]. Events - The second National Urban Cross-Country Skiing Challenge (Changchun Station) commenced on February 14, attracting over 300 skiing enthusiasts from across the country [6]. - The "Love Theme Train" for the "Love Changchun, Cherish Changbai" ice and snow cultural experience journey was launched on February 13, with 14 pairs of newlyweds participating [5]. - The 2025 China Middle School Snowboarding Championship and the 2025 China Elementary School Snowboarding Winter Camp concluded successfully at Songhua Lake Ski Resort, with participation from nearly 1,000 students from 258 schools [7]. Financial Support - The Ministry of Finance, in collaboration with the Ministry of Agriculture and Rural Affairs, allocated 1.25 billion yuan to support 11 major winter wheat-producing provinces in promoting agricultural resilience [13].

股票近期走势 唯品会（VIPS.N）近7天（2026年2月9日至13日）股价呈现波动。区间累计跌幅为2.34%，振幅达 7.02%，最低价触及16.97美元（2月12日）。2月13日收盘价报17.54美元，当日上涨1.45%，成交额约 1647万美元；但整体受市场情绪和行业竞争影响，表现弱于大盘（纳斯达克指数近五日跌2.10%）。公 司潜在港股上市传闻和季度业绩指引受关注，但具体进展待官方确认。 经济观察网 唯品会近期热点集中在春节营销活动和服务保障方面。2026年2月8日，唯品会启动新春年 货节，通过搜索口令如"天天抽8940"领取红包和优惠券，活动持续至2月15日，结合政府补贴和平台折 扣刺激消费。同时，2月12日唯品会宣布与顺丰合作推出"春节不打烊"服务，在2月12日至24日期间保障 特定商品正常配送，并将退换货政策升级为15天无理由，以提升节日购物体验。这些举措旨在利用春节 消费旺季强化用户 engagement。 以上内容基于公开资料整理，不构成投资建议。 ...

Group 1 - The recent photo of Jack Ma, showing his white hair, symbolizes the end of an era for him, as he ranks 11th on the new Chinese billionaire list with approximately $29.5 billion, falling out of the top ten [1][3] - Jack Ma was once a symbol of entrepreneurship in China, inspiring many young people with his storytelling and vision for business, particularly during the rise of the internet [3][5] - The public's reaction to Ma's aging contrasts with that of Wang Jianlin, as the decline of real estate moguls is seen as a natural industry cycle, while Ma's exit from the internet scene feels unusual [5][10] Group 2 - The evolution of China's internet has seen three generations of business models: the first focused on traffic entry (e.g., Sina, Baidu), the second on platform e-commerce (e.g., Alibaba), and the third on content and algorithms (e.g., ByteDance) [7][8] - The shift from e-commerce to content-driven platforms indicates a change in competition, where attention has become the most valuable resource, altering the way consumers engage with shopping [10][12] - The cancellation of Alibaba's large annual meetings symbolizes a transition from an expansion phase to a maturity phase in the internet industry, reflecting a broader economic structural upgrade in China [14][19] Group 3 - The decline of prominent figures like Jack Ma is not a personal failure but rather a reflection of changing industry dynamics, where the focus has shifted from e-commerce to content and algorithm-driven platforms [16][18] - The changes in the billionaire rankings highlight the shifting weight of industries, suggesting that the era of e-commerce as a dominant force is coming to an end, paving the way for new narratives in the market [19]

Core Insights - The article highlights the increasing influence of young consumers, particularly those born after 2000, on the Chinese New Year shopping trends, with online retail sales reaching 9897.3 billion yuan by February 8, 2026, marking a 47% year-on-year increase in spending by this demographic [3][4]. Group 1: Consumer Trends - Young consumers are driving the demand for "emotional value" products during the New Year, with a notable rise in nostalgic and DIY items, such as handmade decorations and childhood snacks, reflecting a shift towards self-indulgence in holiday spending [4][5]. - The trend of DIY products is significant, with searches for "New Year DIY" increasing by over 200% and "Horse Year DIY" searches rising by 600%, indicating a preference for creative and personalized holiday items among younger shoppers [5][6]. Group 2: Pet Market Growth - The pet market is experiencing a surge during the New Year, with young consumers increasingly purchasing pet-related items, including toys and festive clothing, leading to a year-on-year growth of 115.60% in pet apparel sales [5][6]. - The pet ownership in urban areas has surpassed 126 million, with the pet consumption market reaching 312.6 billion yuan in 2025, showcasing the growing significance of pets in holiday celebrations [5][6]. Group 3: Pre-prepared Meals - Pre-prepared meals continue to gain traction in New Year celebrations, with sales of a new "Legendary" meal series from Hema increasing by 116% since its launch, reflecting consumer demand for unique and high-quality dining experiences [6]. - Consumers are prioritizing regional flavors and are open to trying innovative dishes, with 90% preferring hometown flavors and over 80% willing to experiment with creative New Year meals [6].

其中，淘宝闪购行业首个骑士AI助手已上线智能订单推荐、最快路线导航、实时天气预警、问题AI诊 断、"今日待办指南"等功能。 来源：北京青年报北青网 春节即时消费火热，居民生活服务已离不开外卖骑士。北京青年报记者2月14日了解到，今年春节，淘 宝闪购围绕骑士"衣食驻用"，在60城推出年夜饭聚餐外，还推出万元活动激励、发放春节礼包、加码爱 心骑士餐、加大装备补贴等举措。 同时，淘宝闪购投入近20亿元加大春节激励与安全保障，包括多重奖励活动、跑单全程支持、骑士AI 助手与安全激励覆盖等。在生活方面，淘宝闪购也联合麦当劳等爱心商家为骑士们提供折扣优质"骑士 餐"。 "春节订单持续火爆，比往常翻了2倍不止，很多兄弟能跑100多单。"成都一骑士队长刘晓东说，他的小 队有10多位骑士近期日订单破百，加上补贴和活动，意味着一天收入能达到千元。 加码激励之外，淘宝闪购还通过技术赋能做好安全效率协同，包括做好商户协同、升级骑士AI助手、 外卖智能柜免费存放、推广"碰一下"3秒进门等，全程为骑士提效。 安全保障上，淘宝闪购还通过正向激励和AI赋能牵引安全，冬季安全激励活动已覆盖全国36城，超百 万骑士参与，骑士安全出行一周可多拿1 ...