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！ 来源：转型Media人 随着法治意识的建立，越来越多的企业开始从"找领导找关系找熟人"，过渡到通过撰函向自媒体平台投 诉这一法律手段，解决文章侵权问题。 但对于不少企业而言，建立意识与拥有能力之间，尚有巨大鸿沟。 今天，两家金融企业，分别因"无脑投诉"，被自媒体亮出投诉记录，并发文羞辱，酿成二次舆情。 ------------------ 今天中午发生的一起，实在让人扼腕。 今天中午，将此事撰文曝光的某自媒体，文章大标题就是《XXXX居然投诉半月谈评论侵犯商誉，作者 已经笑晕在厕所，他们不知道半月谈吗？》。 这个自媒体说的确实没错。 《半月谈》是中共中央宣传部委托新华通讯社主办的重要党刊，刊物主要以政论、评述评论性报道对国 内发展大势、社会现象、重大问题等进行评析引导。 虽然企业投诉的是自媒体的转载，但这事干的仍然约等于试图通过自媒体平台投诉新华社人民日报。作 为企业公关部，实在不该出现这种低级错误。 ------------------ 以上，说明这家挺大的企业，真实的舆情能力很匮乏。 舆情处置本质上也是一项法律专业工作。在这里，举个 ...

2026 年 1 月，欧盟委员 会主席乌尔苏拉・冯德莱恩在瑞士达沃斯世界经济论坛上发表演讲。 她的这番表态，恰逢美国总统唐纳德・特朗普威胁要入侵或强购丹麦主权领土格陵兰岛，并对多个反对 其计划的欧洲国家加征关祱之际。对于这个传统上选择以谨慎外交而非对抗白宫的地区而言，这是一个 分水岭时刻。 特朗普的威胁或许已烟消云散，但欧洲心中 "减少对美国在贸易、能源和技术领域依赖" 的念头，却愈 发坚定。然而，分析师向 CNN 表示，切断这些关联难度极大，且将付出高昂代价。 资本经济学集团首席经济学家尼尔・希林表示："你试图解开的是数百年间不断深化的社会、历史、制 度、经济和金融纽带。" 尽管如此，欧洲仍不能掉以轻心。因为华盛顿对盟友这种反复无常、赢家通吃的策略，可能在特朗普卸 任后依然存在；而欧洲对美国的依赖，或将转化为自身的致命弱点。 希林说："我认为，如今欧洲存在一种根本性的不信任，或是对特朗普之后局势的担忧。" 但从目前来看，美国在欧洲经济中占据的主导地位，使得彻底脱钩既不现实，也可能让欧洲陷入毁灭性 打击。原因如下： 贸易 深化与其他国家的贸易联系，是欧洲减少对美依赖的重要途径。今年，欧盟历经数十年谈判后，已与 ...

来源：市场资讯 （来源：京城夜读） 今日走势：今日还是按照之前判断的那样，震荡走势，跌不慌，涨不追，这一阶段还是围绕这种节奏操作，控制仓位，缩量行情下，避免风险排 首位。 指数方面，上证指数慢牛不变，指数低开但韧性十足，还处于震荡筑底阶段，短期无主升行情，围绕箱体震荡。中证500，1000前期涨幅大，调 整幅度也会大，以控制风险为主，而上证50位置偏低，这几天也确实好一些。 短线方面，今日情绪不高，前期风口有色大跌对情绪面压制较大，资金流向老登如白酒，金融，而科技等普遍调整，这时候要注意，不要追涨杀 跌，两头挨打。 方向上看，今日消费，地产，金融活跃领涨，科技，光伏，半导体等调整为主。 预判次日：指数处于缩量震荡阶段，操作上偏保守，尽量避免高位风险，低吸高抛。方向上，关注商业航天，光伏，算力，电力。 风口解读+风口核心股分析 猜想：指数主升期后调整阶段，题材见顶退潮引发情绪冰点，老主线退潮后新主线萌芽试盘阶段。 1）有色：启动：1月9日，今日：延续分歧！ 逻辑：黄金白银价格再创历史新高+各类能源金属陆续上涨 结论：今日金银大跌，有色板块再次缩量杀跌，后续看金银企稳止跌后，板块会同步止跌，酝酿超跌反弹行情，后续 ...

为什么是桂城？一条街道的千亿密码 目前，全国仅有6个GDP千亿镇，广东独占三席。若将视野扩展至街道，珠三角的阵容更为强大：深圳 的粤海、坂田、新安街道，广州的冼村街道，早已是名声在外的"千亿强者"。桂城的特殊在于，它诞生 于地级市，并以服务业为主导实现了千亿跨越，填补了类型空白。 桂城拥有大体量的生产性服务业，第三产业贡献了近七成的经济总量与增长动能。三产、二产和一产的 占比为69.8：30.0：0.2。桂城与其他广东千亿街道的不同，其生产性服务业成为主要的增长引擎，金融 业、信息技术服务、商务服务、科研技术服务等现代服务业板块发展迅猛。顺丰佛山总部、凯捷数据、 毕马威等一批服务业龙头在此集聚，构筑起服务佛山乃至大湾区的专业能力。 驱动桂城迈过千亿门槛的另一关键动力，是其前瞻布局的"总部经济"。2023年，桂城官方明确打造佛山 总部经济集聚区。同年，海天集团、宏旺控股、江博士总部等19个项目竣工封顶，伟邦科技、广东乐居 等9个企业总部顺利投产，数量创近年之最。目前，桂城已汇聚超过500家总部企业。这些企业总部带来 的不仅是GDP贡献，更是决策功能、研发中心、资本控制和高端人才的集聚，这正是桂城深层竞争力的 体 ...

Core Viewpoint - The article highlights the economic achievement of the Guicheng Street in Foshan, which has surpassed a GDP of 100.1 billion yuan, making it the first street in a prefecture-level city in Guangdong to reach this milestone, thus joining the ranks of China's billion-yuan towns and streets [1][4]. Economic Achievement - Guicheng Street's GDP reached 1001.33 billion yuan in early 2026, marking a significant economic milestone for the region [1]. - It is the fourth addition to Guangdong's billion-yuan towns, following Shishan, Beijiao, and Chang'an [1][4]. Unique Characteristics - Unlike other billion-yuan towns, Guicheng is a street within a prefecture-level city, indicating a higher level of urbanization [1][4]. - The service industry is the primary driver of Guicheng's economy, contributing nearly 70% to its economic output, with a sector distribution of 69.8% for tertiary, 30.0% for secondary, and 0.2% for primary industries [4]. Headquarters Economy - Guicheng has strategically developed a "headquarters economy," with over 500 headquarters of various enterprises established in the area, enhancing its economic and competitive capabilities [5]. - In 2023, Guicheng initiated the creation of a headquarters economy cluster, with numerous projects completed, further solidifying its economic foundation [5]. Comparison with Other Towns - Other billion-yuan towns like Shishan, Beijiao, and Chang'an have distinct characteristics and paths to success, often leveraging their industrial strengths and geographical advantages [6]. - Guicheng's location allows it to integrate resources effectively, benefiting from the synergy between Guangzhou and Foshan [6]. Future Development - The article emphasizes that GDP is just one measure of a town's development; factors such as industrial competitiveness, infrastructure, public services, and environmental quality are also crucial [8]. - Guicheng aims to enhance its residents' quality of life by focusing on education, healthcare, and recreational facilities, which are essential for sustainable urban development [10]. Potential Future Billion-Yuan Towns - The article identifies potential candidates for becoming the next billion-yuan towns, including Zhumiao, Daliang, and Nancheng, each with unique advantages and growth potential [13][14]. - The success of these towns will depend on their ability to innovate and adapt their traditional industries to meet new economic challenges [14].

2月5日，A股延续回调态势，双创指数跌幅靠前，市场亏钱效应明显，3719只个股收绿，抛压集中于有色等资源股及通信等科技股，白酒、银行股相对抗 跌。 受访人士指出，今日缩量下跌体现节前避险情绪升温与存量资金高低切换，预计节前A股大概率震荡磨底。当前建议投资者保持中等仓位，保留现金灵活 性，可逢低分批布局白酒板块，不宜急于"抄底"科技、资源股，暂不建议盲目上车券商板块。 量能大幅萎缩 指数跌多涨少，沪指收跌0.64%报4075.92点，创业板指收跌1.55%报3260.28点，深证成指收跌1.44%。沪深300、上证50微跌，科创50跌逾1%，北证50跌 逾2%。 前两日交易量能微降，今日三市成交额缩减3090亿元，降至2.19万亿元。近期杠杆资金热度明显下降，截至2月4日，沪深京两融余额降至2.69万亿元。 市场亏钱效应明显，3719只个股收跌，跌停股23只；1618只个股收涨，涨停股56只。随着交易量缩减，今日成交额超百亿元个股仅9只，多数热门股收 跌，新易盛、紫金矿业跌幅均超4%，蓝色光标、天孚通信跌近6%。贵州茅台收涨1.97%报1555元/股，网宿科技涨逾7%报17.97元/股。 | 代码 | 名称 | ...

Core Viewpoint - The perception of having 1 million yuan in savings is misleading, as it is a significant achievement for most ordinary families in China, with only 0.1% of households reaching this level according to recent data from the central bank [2][4]. Group 1: Current Savings Landscape - As of early 2026, only approximately 494,000 households in China have savings of 1 million yuan, representing just 0.1% of over a billion households [2]. - The average family saving 4,000 yuan per month would take 20 years to accumulate 1 million yuan, assuming no financial disruptions [5]. - The trend of asset allocation is shifting from single savings to diversified financial assets as GDP per capita exceeds 10,000 USD, similar to historical trends observed in the U.S. [5]. Group 2: Concerns of High Savings - Households with 1 million yuan in savings are facing anxiety due to declining deposit interest rates, which have dropped from around 2.25% to approximately 1.35% [7]. - The decrease in interest income translates to a loss of about 9,000 yuan annually, which does not keep pace with rising inflation and the increasing cost of living [7]. - The purchasing power of savings is diminishing, as the same amount of money buys fewer goods and services over time [7]. Group 3: Investment Strategies - With low deposit rates, many savers are considering investing in stocks, funds, and bank wealth management products, despite the high risks associated with these investments [8]. - The majority of investors in the A-share market have experienced long-term losses, with many funds reporting losses between 20-30% in the previous year [8]. - It is suggested that individuals prioritize investing in personal development and skills, while also diversifying their savings into stable growth assets like bonds [10].

01 今日，多只权益类ETF成交额排名居前。黄金ETF（518880）、A500ETF基金（512050）等多只ETF成交额均超百亿元。 03 多只ETF明显"吸金"，恒生互联网ETF（513330）、科创50ETF（588000）等本周以来资金净流入额均超20亿元。此外，旅游ETF（159766）、传媒ETF （512980）等消费类ETF资金净流入较多。 消费类ETF领涨 2月5日，A股市场震荡调整，大消费板块走强，多只消费主题ETF领涨ETF市场。银行、红利等防御风格主题ETF小幅上涨。 02 2月5日，受贵州茅台等龙头股表现活跃等因素驱动，A股大消费板块表现强势，消费主题ETF领涨，其中，港股通消费ETF汇添富涨近3%。今日ETF涨幅 排名前十位的产品中，有8只为消费类ETF。 | 代码 | 名称 | 现价(元) | 涨幅 | | --- | --- | --- | --- | | 159268.SZ | 港股通消费ETF汇添富 | 1 | 2.99% | | 159245.SZ | 港股通消费ETF | 1.009 | 2.85% | | 159735.SZ | 港股消费ETF | 0.855 | ...

2017年，佛山狮山镇成为全国首个GDP破千亿的镇；2022年，同属佛山的北滘镇紧随其后；2024年，东 莞长安镇正式突破千亿元；2025年桂城接棒加入。 与其他三个镇不同的是，桂城是一个地级市的街道。在行政区划中，街道与镇虽属同级，但街道往往设 立于城市化水平更高的核心区域。 "千亿GDP"对一个省份的经济大盘而言或许不算突出，但从基层行政单元来看，"千亿镇街"无疑是观察 区域经济活力的高价值样本。 为什么是桂城？一条街道的千亿密码 目前，全国仅有6个GDP千亿镇，广东独占三席。若将视野扩展至街道，珠三角的阵容更为强大：深圳 的粤海、坂田、新安街道，广州的冼村街道，早已是名声在外的"千亿强者"。桂城的特殊在于，它诞生 于地级市，并以服务业为主导实现了千亿跨越，填补了类型空白。 桂城拥有大体量的生产性服务业，第三产业贡献了近七成的经济总量与增长动能。三产、二产和一产的 占比为69.8：30.0：0.2。桂城与其他广东千亿街道的不同，其生产性服务业成为主要的增长引擎，金融 业、信息技术服务、商务服务、科研技术服务等现代服务业板块发展迅猛。顺丰佛山总部、凯捷数据、 毕马威等一批服务业龙头在此集聚，构筑起服务佛山乃 ...

Core Viewpoint - The Tianhong CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF (159281) experienced a slight decline of 0.39% in its closing price on February 5, with a trading volume of 67.03 million yuan [1]. Group 1: Fund Overview - The Tianhong CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF was established on August 20, 2025, with an annual management fee of 0.50% and a custody fee of 0.10% [1]. - As of February 4, 2025, the fund had a total of 344 million shares and a total size of 350 million yuan, showing a decrease of 2.82% in shares and a decrease of 0.01% in size since December 31, 2025 [1]. Group 2: Liquidity and Performance - Over the last 20 trading days, the Tianhong ETF recorded a cumulative trading amount of 1.084 billion yuan, with an average daily trading amount of 54.18 million yuan [1]. - The current fund manager, He Yuxuan, has managed the fund since its inception, achieving a return of 2.85% during the management period [1]. Group 3: Top Holdings - The top holdings of the Tianhong ETF include: - COSCO Shipping Holdings (4.11% holding, 1.441 million yuan market value) [2] - China Shenhua Energy (2.68% holding, 939.20 thousand yuan market value) [2] - CNOOC (2.56% holding, 898.44 thousand yuan market value) [2] - Sinopec Engineering (2.56% holding, 895.97 thousand yuan market value) [2] - China National Offshore Oil Corporation (2.52% holding, 882.26 thousand yuan market value) [2] - China Merchants Energy Shipping (2.45% holding, 857.72 thousand yuan market value) [2] - PetroChina (2.37% holding, 829.56 thousand yuan market value) [2] - China Coal Energy (2.37% holding, 829.50 thousand yuan market value) [2] - CITIC International (2.34% holding, 819.88 thousand yuan market value) [2] - China Construction Bank (2.28% holding, 797.37 thousand yuan market value) [2]