长江商报消息 ●长江商报公益记者 江楚雅 近日，"善行边疆"活动首站落地黑龙江哈尔滨，这场由民政部、国家民委主办的公益行动，以科技为赋 能引擎、以慈善为纽带，汇聚全国超百家慈善组织与爱心企业力量，现场签约21个慈善合作项目，实现 黑龙江8个涉边市（地）、18个边境县（市、区）及抵边村"一村一善一项目"全域覆盖。数字化工具、 AI技术、智能产业帮扶等创新举措深度融入慈善服务，让慈善资源精准滴灌北疆民生，为新时代兴边 富民、稳边固边注入可持续的科技与爱心力量。 科技成为此次"善行边疆"活动的核心赋能引擎，多家科技企业与慈善组织携数字化、智能化举措亮相， 推动前沿技术与公益场景深度融合，让慈善服务更高效、更精准，也勾勒出科技赋能边疆治理的全新图 景。 数字工具的普及，为边疆慈善组织发展提质增效。北京字节跳动公益基金会为黑龙江百余名慈善组织骨 干开展互联网募捐能力专题培训，计划捐赠飞书、火山云服务等数字化工具，助力本地慈善组织提升内 部管理与项目执行效率。同时，依托内容平台优势，邀请创作达人拍摄边疆慈善故事，相关话题播放量 突破8700万；抖音电商发起"爱心好物"专项行动，吸引1400余个商家、上千万名消费者参与，既 ...

Group 1 - ByteDance and Alibaba are set to launch new AI models around the Lunar New Year, intensifying competition in China's AI and cloud market [2] - ByteDance plans to release three new models, including large language models and image/video generation, to challenge Alibaba's market position [2] - Alibaba will launch its flagship model Qwen 3.5, which is expected to have strong mathematical and coding capabilities, alongside a major holiday marketing push [2] - The competition is crucial for determining the future landscape of China's AI cloud market, projected to reach nearly $90 billion by 2030 [2] Group 2 - Apple's Q4 revenue reached a record $143.76 billion, a 16% year-over-year increase, exceeding analyst expectations [4] - iPhone sales revenue surged 23% year-over-year to $85.27 billion, also surpassing forecasts [4][5] - Apple's active device installations have exceeded 2.5 billion, indicating high customer satisfaction with its products and services [6] Group 3 - Amazon is in talks to invest up to $50 billion in OpenAI, potentially becoming the largest investor in the current funding round [6][7] - OpenAI is seeking to raise up to $100 billion, which could value the company at $830 billion [6] - The investment discussions are led by Amazon's CEO, indicating a significant strategic move in the AI sector [6] Group 4 - Blackstone Group is reportedly close to becoming the largest shareholder of New World Development, marking a significant shift in control [12] - New World Development has faced financial difficulties, being one of Hong Kong's most indebted developers [12] Group 5 - Huawei announced significant price reductions across its smartphone lineup, with discounts reaching up to 4,000 yuan [13] - The promotional campaign is set to run until February 28, targeting increased sales during the holiday season [13] Group 6 - Microsoft reported strong Q2 results for FY2026, with revenue and profit exceeding Wall Street expectations, but its stock experienced a significant drop [14] - The company's capital expenditures rose 66% year-over-year to a record $37.5 billion, raising concerns about the return on investment in AI [14]

Group 1: Market Overview - The market is experiencing a volatile trading environment with a focus on dividend and consumption sectors, while the hard technology sector is underperforming [5][10] - The Shanghai Composite Index closed at 4157.98, up 0.16%, while the ChiNext Index fell by 0.57% to 3304.51 [5][8] - The trading volume exceeded 32 trillion yuan, indicating a high trading sentiment, but the market continues to show signs of structural differentiation [10] Group 2: Industry Dynamics - Meta's advertising revenue reached $58.137 billion in Q4 2025, a 24% year-on-year increase, with total revenue for the quarter at $59.893 billion [29][30] - UBI Research forecasts a 64% increase in OLED display shipments in 2025, reaching 3.2 million units, driven by higher acceptance and profitability in the sector [31] - Omdia predicts a decline in AMOLED panel shipments for smartphones in 2026, estimating a drop to 810 million units due to rising memory costs and supply shortages [33] Group 3: Company Updates - Tigermed (300347.SZ) expects 2025 revenue between 6.66 billion and 7.68 billion yuan, with a net profit forecasted to grow by 105% to 204% [37][38] - Chunxue Food (605567.SH) anticipates a staggering 340.90% to 426.63% increase in net profit for 2025, driven by market expansion and cost reduction efforts [39][40] - Qingdao Bank (002948.SZ) reported a 7.97% increase in revenue for 2025, with net profit reaching 5.188 billion yuan, reflecting steady growth in assets and loans [43][44]

Core Viewpoint - Changsha is promoting high-quality development of internet civilization in the new era, aiming to generate positive energy and amplify good voices in the digital space [6][11]. Group 1: Event Overview - The fifth "Love Changsha @ Changsha" internet cultural event was held on January 30, 2026, showcasing the achievements of Changsha's internet culture and civilization construction for 2025 [6]. - The event aims to gather strong positive energy and promote the high-quality development of internet civilization [6]. Group 2: Cultural and Economic Initiatives - Changsha is focusing on cultural continuity and innovation, with content creators documenting the city's stories and positive developments [5]. - The city has launched various promotional campaigns, including the "Youth Chapter: Just Like Students" network theme promotion, which has been selected as a key project by the Central Cyberspace Administration for 2025 [8]. Group 3: Internet Industry Development - The establishment of a high-standard internet industry party committee in the Xiangjiang New Area aims to integrate resources from departments, parks, and enterprises, enhancing collaboration and governance [9]. - The city has achieved 100% coverage of party organizations and work in key internet enterprises, strengthening ideological guidance and service for new employment groups [9]. Group 4: Network Governance and Safety - Changsha is implementing a series of "Clear" actions to enhance network governance, focusing on issues like malicious marketing and protection of personal information [13]. - The city has published over 900 pieces of content through official accounts, achieving over 800,000 views, and has conducted various activities to promote network security [13]. Group 5: Digital Literacy and Community Engagement - The "Send Courses to the Grassroots" initiative aims to improve the internet management capabilities of grassroots cadres, enhancing public digital literacy [14]. - Changsha is promoting digital rural construction and organizing activities to improve the digital skills of the community, ensuring broader access to internet development benefits [14]. Group 6: Recognition of Positive Contributions - The city has recognized various impactful online activities and stories, including the "City Knight" who saved lives and the "Rural Principal" who supports her students [16][17]. - A list of influential online broadcasts and positive energy stories has been compiled to highlight Changsha's achievements and contributions in the digital space [16][17].

Group 1: Precious Metals - Spot gold and silver experienced significant declines, with gold dropping over 4% to below $5200 and silver falling over 7% to $108.25 per ounce after reaching historical highs earlier in the day [1][3] - During the day, spot gold and silver had risen by 3% and 4% respectively, marking new historical peaks [3] Group 2: U.S. Stock Market - All three major U.S. stock indices closed lower, with the Dow Jones down 0.13%, S&P 500 down 0.75%, and Nasdaq down 1.64% [6] - Several major U.S. tech companies reported mixed earnings; Meta's stock surged by 8% due to better-than-expected sales guidance, while Tesla's stock fell over 1% despite exceeding fourth-quarter expectations, marking a 3% year-over-year revenue decline [8] - Microsoft's stock plummeted over 10%, the largest intraday drop since 2020, attributed to record-high capital expenditures raising market concerns [8] Group 3: International Oil Prices - International oil prices surged, with ICE Brent crude rising over 4% to reach $70 per barrel for the first time since September of the previous year, while WTI crude increased over 4% to $66.26 per barrel [12] Group 4: Cryptocurrency Market - The cryptocurrency market saw significant declines, with Bitcoin dropping over 3.95% to below $86,000, Ethereum down 5.67%, and Dogecoin down 6.66%, resulting in over 180,000 liquidations in the past 24 hours [13] Group 5: Chinese Stocks - Chinese stocks showed mixed performance, with TAL Education rising over 13% due to better-than-expected Q3 results, while NIO increased over 5% [10]

纳斯达克金龙中国指数收涨0.35%，热门中概股中，蔚来初步收涨3.8%，百胜中国涨1%，腾讯、新东方、理想、小米、美团至多涨超0.9%，阿里跌0.7%， 网易跌1.3%，文远知行跌4.5%，小马智行跌7.9%。 美股三大指数收盘涨跌不一，纳指跌0.72%，标普500指数跌0.13%，道指涨0.11%。科技股涨跌互现，微软下跌10%，市值蒸发3570亿美元；特斯拉跌超 3%，甲骨文跌超2%，Meta涨超10%，IBM涨超5%。 ...

2026年开年以来，海外资金大幅加仓中国资产，景顺中国科技ETF、中国海外互联网ETF、锐联中国科技创新ETF等多只在美上市的中国股票ETF规模持 续攀升。多家知名外资机构在近日举办的2026年投资策略会上表示，尽管经历了2025年的强劲上涨，中国股票估值仍具吸引力，上行趋势有望进一步延 续。 中国资产迎显著资金净流入 今年1月，中国股票资产迎来海外资金的大手笔加仓，其中科技类资产尤其受到青睐。 高盛最新发布的全球资金流向报告显示，在截至1月14日的近一个月内，全球资金净流入股票基金1055.18亿美元，其中中国内地股票基金获得166.59亿美 元净流入。 与此同时，在美上市的多只中国股票ETF规模也呈现显著增长。富途数据显示，截至1月28日，景顺中国科技ETF资产规模为31.82亿美元，相较于去年底 的28.18亿美元增长近13%。该ETF前十大重仓股包括腾讯控股、百度集团、华虹半导体、地平线机器人、商汤-W等多只科技股龙头。 | 产规模 | | | --- | --- | | 次 | E | | 日期 | 资产规模(美元) | 变动比例 | | --- | --- | --- | | 2026/01/28 ...

Market Overview - The Hang Seng Index (HSI) closed at 27,742.89, down by 225.20 points or 0.81% as of January 29, 16:00 Eastern Time [1] - The index reached a high of 27,909.81 and a low of 27,419.65 during the trading session, with an average price of 27,664.73 [1] - The 52-week high for the index is 27,909.81, while the 52-week low is 19,335.70 [1] Blue-Chip Stocks Performance - Most large-cap stocks experienced declines, with HSBC Holdings closing at HKD 138.219, up 0.45% compared to the Hong Kong close [2] - Tencent Holdings closed at HKD 619.286, down 0.44% from the Hong Kong close [2] Individual Stock Movements - Tencent Holdings (00700) latest price is HKD 622.000, with a slight increase of 1.000 or 0.16% [3] - Alibaba Group (09988) latest price is HKD 173.300, down by 0.200 or 0.12% [3] - HSBC Holdings (00005) latest price is HKD 137.600, up by 0.100 or 0.07% [3] - China Construction Bank (00939) latest price is HKD 8.160, up by 0.130 or 1.62% [3] - AIA Group (01299) latest price is HKD 90.950, up by 2.100 or 2.36% [3] - Xiaomi Group (01810) latest price is HKD 36.620, up by 0.300 or 0.83% [3] - NetEase (099999) latest price is HKD 206.600, down by 5.400 or 2.55% [3] - Meituan (03690) latest price is HKD 98.600, up by 0.250 or 0.25% [3] - Industrial and Commercial Bank of China (01398) latest price is HKD 6.640, up by 0.050 or 0.76% [3] - Hong Kong Exchanges and Clearing (00388) latest price is HKD 444.200, up by 5.000 or 1.14% [3] - Ping An Insurance (02318) latest price is HKD 73.300, up by 2.350 or 3.31% [3] - Baidu Group (09888) latest price is HKD 155.500, down by 0.600 or 0.38% [3] - China Bank (03988) latest price is HKD 4.760, up by 0.090 or 1.93% [3] - BYD Company (01211) latest price is HKD 101.800, down by 1.000 or 0.97% [3] - JD.com (09618) latest price is HKD 114.600, down by 1.700 or 1.46% [3] - Ctrip Group (09961) latest price is HKD 482.200, down by 13.200 or 2.66% [3]

● 本报记者 王鹤静 作为银行系公募基金的代表机构，近年来兴业基金在巩固固收投资优势的基础上，以指数投资为切入 口，大力推动权益投资发展。近日，兴业基金推出公司旗下首只QDII公募基金——兴业恒生科技指数 （QDII），为投资者提供一键参与港股科技板块的投资利器。 日前，兴业基金指数投资团队负责人、兴业恒生科技指数（QDII）拟任基金经理徐成城在接受中国证 券报记者采访时表示，站在当前的市场位置，港股科技类资产凭借其稀缺性以及相对较低的估值，对于 海内外资金而言，均有显著的配置价值。而且，通过QDII的形式还能够参与港股通以外的优质标的配 置机会，助力投资者充分享受科技浪潮下的投资机遇。 稀缺性与低估值优势凸显 作为公司旗下首只QDII产品，兴业基金首先选择试水的是跟踪恒生科技指数的场外产品。徐成城表 示，这样的选择是基于市场判断、资金观察、产品布局、自身能力等多方因素综合考虑的结果。 "从市场环境来看，新质生产力承担起我国提升生产效率的重任，围绕这类资产展开的投资策略有助于 帮助投资者实现资产的保值增值。由于成长类资产整体估值偏贵，而且产业发展存在不确定性，作为专 业投资者，我们需要帮助大家寻找其中具备相对 ...

Quick Read TCI Fund Management returned nearly $19B to investors last year. GE Aerospace is TCI’s largest holding. It gained over 50% last year. Alphabet surged over 70% in the past year to reach a $4 trillion market cap. Investors rethink 'hands off' investing and decide to start making real money The hedge funds seemed to have their way with the markets in 2025. Legendary money manager Chris Hohn certainly had an applaud-worthy year, with his TCI Fund Management clocking in an outstanding gain ...