★ 宏观动态 ★ 预制菜国家标准征求意见：中央厨房制作的菜肴等或不属于预制菜 2月6日，国家卫生健康委发布了《食品安全国家标准 预制菜》（征求意见稿），面向社会公开征求意见。标 准明确：①预制菜是以一种或多种食用农产品及其制品为原料，使用或不使用调味料等辅料，不添加防腐剂， 经工业化预加工(如搅拌，腌制，滚揉，成型，炒，炸，烤，煮，蒸等)制成，配以或不配以调味料包，加热或 熟制后方可食用的预包装菜肴产品。②预制菜不包括主食类食品、净菜类食品、即食食品和中央厨房制作的菜 肴。③尽量缩短预制菜的产品保质期，最长不应超过12个月。③不得使用防腐剂，尽可能减少食品添加剂的使 用。 大商所2026年春节期间交易时间安排：2月15日至2月23日休市，24日起照常开市 大连商品交易所2026年春节期间交易时间安排通知如下：2月15日（周日）至2月23日（周一）休市，2月24日 （周二）起照常开市。2月14日（周六）、2月28日（周六）为周末休市。2月13日（周五）晚上不进行夜盘交 易。2月24日（周二）所有合约集合竞价时间为上午08:55-09:00。2月24日（周二）当晚恢复夜盘交易。 上海黄金交易所：调整部分合约保证金 ...

Core Insights - Turkey's automotive market experienced a strong start in January 2026, with passenger and light commercial vehicle sales increasing by 9.77% year-on-year to 75,362 units, continuing the robust performance from 2025 [1] - In 2025, Turkey's automotive market achieved a record high, with total sales reaching 1.37 million units, reflecting a year-on-year growth of 10.5% [1] Market Breakdown - In January 2026, passenger car sales reached 61,055 units, marking a 9.14% increase year-on-year, while light commercial vehicle sales rose by 12.56% to 14,307 units [1] - Gasoline vehicles dominated the passenger car segment with sales of 26,671 units, accounting for 43.7% of the market, followed by hybrid models at 18,774 units (30.7%), and pure electric vehicles at 11,304 units (18.5%) [1] Import and Electric Vehicle Insights - Imported vehicles comprised 49,503 units, representing approximately 66% of total sales, maintaining a dominant position in Turkey's automotive market [1] - In the electric vehicle sector, Chinese automaker BYD led the market in January with sales of 3,866 units, while Turkey's local electric vehicle brand Togg followed with 2,029 units sold [1]

大家好，今天犀哥这篇文章，主要来聊聊如今的欧洲。现在欧洲的日子不好过，大家有目共睹，经济涨 不动、产业竞争力往下滑，内部还老闹分歧，在全球格局里越来越被动。 欧洲指从别人身上找缺点，从来看不到自己的毛病 而这时，意大利前总理德拉吉语出惊人，他居然把欧洲衰落的锅，全扣在了中国头上，声称"世界秩序 如今已经名存实亡"，还说中国加入世贸后，西方跟中国做生意，才导致全球秩序乱套、西方贸易缩 水，他为什么这么说？ 西方政客总爱把自己的麻烦推给别人，本质上就是没本事解决内部问题。 中欧做生意从来都是互相成就的 还有个关键问题，德拉吉压根没提，美国的单边主义，才是破坏全球秩序、拖累欧洲的罪魁祸首。 另外，在数字经济、新能源这些新赛道上，欧洲反应太慢，创新跟不上，慢慢就被别人甩在了后面，再 加上内部市场没整合好，资源没法好好利用，这些才是真正拖垮欧洲的原因。 美国天天拿着贸易制裁当武器，不让世贸组织好好干活，一门心思搞"美国优先"，到处搞保护主义、挑 事对立，不光把全球贸易秩序搅乱了，还逼着欧洲卷入地缘博弈，欧洲的利益早就被美国薅了不少羊 毛。 要搞清楚欧洲为啥不行，首先得抛开"怪别人"的偏见，好好看看自己身上的毛病，欧洲早 ...

Market Overview - In January 2026, global stock markets experienced a broad rally, with emerging markets outperforming developed markets. Chinese stocks performed moderately, while US stocks lagged behind [5][11] - The cyclical sector led the market, driven by rising commodity prices, particularly in energy and materials, while the financial sector underperformed [5][11] Core Themes - February marks a traditional bullish window for A-shares, with historical data showing a 76% probability of gains and an average increase of 3.4% [17] - Regulatory measures are limiting speculative trading, directing funds towards sectors with solid fundamentals. The focus is on core sectors with improving profitability, particularly in cyclical and technology manufacturing [21][22] A-share Market and Structural Analysis - The A-share market is expected to transition into a "slow bull" market, driven by profit improvement rather than valuation expansion. The liquidity environment remains relatively loose, supporting market growth [28][31] - The basic fundamentals are expected to strengthen, with corporate profits likely to improve due to policies aimed at reducing competition and stabilizing prices [28][30] Sector Focus - The main sector themes are price increases and technology manufacturing, with a focus on performance realization rather than speculative trends. The technology manufacturing sector is benefiting from the integration of AI and overseas expansion [36][38] - The cyclical sector, particularly non-ferrous metals and basic chemicals, is expected to see significant profit recovery due to rising commodity prices [38] Growth and Value Dynamics - The growth-oriented ChiNext index is projected to outperform the value-oriented CSI 300 index, although the margin of outperformance is narrowing [47] - The proportion of companies with positive earnings forecasts is slightly improving, indicating a potential recovery in corporate profitability [22] Market Style and Trends - Small-cap stocks are expected to perform strongly in February, benefiting from a favorable environment due to limited IPOs and a focus on earnings reports [57][63] - The Hong Kong market is anticipated to continue its slow bull trend, supported by liquidity and the ongoing AI industry wave [64][65] US Market Outlook - The US market is consolidating its fundamentals, preparing for the next upward movement, with corporate earnings showing strong growth across various sectors [70] - A balanced investment strategy is recommended, maintaining core positions in technology while diversifying into cyclical sectors to capture potential excess returns [70]

2月6日，特斯拉宣布：Model S/X 现车上新，"最后的入手机会"来了。我们将持续为所有Model S/X车主提供支持与服务，感谢与特斯拉一路同行的每一位 车主。并宣布ModelS/X产线将改造升级，用来生产特斯拉人形机器人。 源：特斯拉官方微博 2月6日，特斯拉宣布：Model S/X 现车上新，"最后的入手机会"来了。我们将持续为所有Model S/X车主提供支持与服务，感谢与特斯拉一路同行的每一位 车主。并宣布ModelS/X产线将改造升级，用来生产特斯拉人形机器人。 此前，特斯拉CEO马斯克在季度财报电话会议上宣布，最后一批 Model S 轿车和 Model X SUV 将在下个季度结束生产。 源：特斯拉官方微博 此前，特斯拉CEO马斯克在季度财报电话会议上宣布，最后一批 Model S 轿车和 Model X SUV 将在下个季度结束生产。 ...

2025年，西安地区生产总值13902.67亿元，比上年增长4.7%，西安GDP排名重回全国经济总量20强，这一突破性成绩背后，消费持续发挥经济发展主引擎 的作用。西安消费市场活力蓬勃，交出一份极具亮点的消费成绩单。全市社会消费品零售总额5721.21亿元，同比增长5.3%，增速高于全国1.6个百分点， 较上年提升3.1个百分点，位列副省级城市第三，彰显出强劲的消费韧性与增长潜力。 政策乘数效应，撬动810亿元消费增量 从更深维度观察，超810亿元的消费增量背后，是一场政府、企业、消费者多方共赢的消费生态优化实践。政府当好政策"领航员"，精准施策激活市场活 力；企业主动作为，推出多元优惠"组合包"，丰富产品供给、让利广大市民；金融机构创新推出"国补贷"，有效缓解产业链资金压力，推动形成从生产、 销售到回收再利用的良性循环。消费者从政策受益者变为消费升级的"主动参与者"，精打细算用好政策红利，共同绘就了西安大规模消费升级的生动图 景。 融合创新，推动"流量"变"留量" 政策红利精准滴灌，乘数效应持续释放。2025年，西安深度衔接国家促消费政策导向，同步推出市级加力提振消费系列举措，形成"国家政策+地方配 套"的 ...

IT之家 2 月 6 日消息，科技媒体 Wccftech 昨日（2 月 5 日）发布博文，报道称特斯拉首席执行官埃隆 · 马斯克（Elon Musk）断言，由于地球能源供应无法 满足 AI 基础设施的爆发式增长，未来 30 至 36 个月内，最具经济效益的 AI 部署地点将转向太空。 马斯克认为，虽然目前制约 AI 发展的因素看似是芯片，但在实现太空部署前，真正的"拦路虎"其实是电力。一旦数据中心升空，利用无限的太阳能解决了 能源问题，制约因素将再次回落到芯片产能上。 马斯克通过数据对比揭示了地球能源的局限性。目前美国全国的平均电力消耗仅为 0.5 太瓦（Terawatt），而按照 AI 基础设施的建设速度，未来可能需要高 达 1 太瓦的电力，相当于现有消耗量的两倍。 国际能源署（IEA）的数据也佐证了这一危机：未来四年内，仅数据中心的电力消耗就将增长 15%；到 2030 年，数据中心可能占据美国总发电量的 12%。 马斯克指出，在地面建设如此规模的电厂和数据中心已不具备可行性。 IT之家援引博文介绍，在马斯克构想的蓝图中，虽然太空能解决能源危机，但供应链危机依然存在。他指出，即便利用星舰（Starship ...

Group 1: Market Overview - The Hong Kong stock market experienced a collective decline on February 6, with the Hang Seng Index falling by 1.21% to 26,559.95 points, and the Hang Seng Technology Index decreasing by 1.11% to 5,346.20 points [1][2] - The total market turnover for the day was HKD 247.9 billion, with net inflows from southbound funds amounting to HKD 14.859 billion, and a cumulative net purchase of HKD 56.069 billion for the week [1] Group 2: Company Performance - The stock of 澜起科技 (Lianqi Technology) surged by 39.21% in dark trading, reaching HKD 148.9 per share ahead of its listing on the Hong Kong stock market on February 9 [9][13] - 澜起科技 is a leading international company in data processing and interconnect chip design, focusing on high-performance, low-power chip solutions for cloud computing and data centers [13] Group 3: Sector Movements - The beverage sector saw gains, with 茶百道 (Cha Bai Dao) rising by 6.08%, 古茗 (Gu Ming) increasing by 3.58%, and 沪上阿姨 (Hu Shang A Yi) up by 1.15%, driven by a promotional campaign from Alibaba's 千问App [3] - The lithium battery sector also performed well, with 彩客新能源 (Cai Ke New Energy) increasing by 6.59% and 中创新航 (Zhong Chuang Xin Hang) rising by 5.57%, attributed to strong demand in the new materials sector [5][7] - In the automotive sector, 蔚来 (NIO) saw a rise of 6.95%, with other companies like 零跑汽车 (Leap Motor) and 理想汽车 (Li Auto) also experiencing gains [8] Group 4: Analyst Insights - UBS has indicated that the Asian market is expected to enter a "super cycle," driven by multiple factors that could lead to long-term growth and profitability, particularly in the technology sector [14]

日前，阿维塔06T官图发布，新车是阿维塔科技与华为乾崑战略合作2.0下的全新车型，将首批搭载华为全新一代 激光雷达。 外观方面，阿维塔06T体态极具张力，车头采用了阿维塔家族化设计语言，整体极具辨识度。 新车将首批搭载华为全新一代激光雷达。 新车将首批搭载华为全新一代激光雷达。 同时，新车采用了电子外后视镜以及半隐藏门把手。 动力方面，目前还没有相关资料曝光，预计新车将提供纯电+增程两种动力选择。 不过随着测试车型后续进一步曝光，预计会有更多新车配置信息流出，我们将持续为您报道。 日前，阿维塔06T官图发布，新车是阿维塔科技与华为乾崑战略合作2.0下的全新车型，将首批搭载华为全新一代 激光雷达。 外观方面，阿维塔06T体态极具张力，车头采用了阿维塔家族化设计语言，整体极具辨识度。 同时，新车采用了电子外后视镜以及半隐藏门把手。 动力方面，目前还没有相关资料曝光，预计新车将提供纯电+增程两种动力选择。 不过随着测试车型后续进一步曝光，预计会有更多新车配置信息流出，我们将持续为您报道。 ...

Group 1 - The core viewpoint of the article is the launch of the "Old for New" vehicle subsidy program in Beijing, which aims to encourage consumers to replace old vehicles with new ones through financial incentives [1] Group 2 - The "Scrap and Update" subsidy allows consumers who scrap old vehicles and purchase new ones to receive up to 20,000 yuan, with 12% of the new vehicle's sales price as a subsidy for purchasing new energy vehicles and 10% for fuel vehicles with an engine size of 2.0 liters or less [1] - The "Trade-in Update" subsidy provides up to 15,000 yuan for consumers who sell old vehicles and buy new ones, with an 8% subsidy on the sales price for new energy vehicles [1]