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老登上桌
Datayes· 2026-02-04 11:44
Core Viewpoint - The article discusses recent developments in the A-share market, highlighting the impact of Elon Musk's team visiting Chinese photovoltaic companies and the subsequent market reactions, as well as concerns in the software sector due to AI advancements. Group 1: Photovoltaic Sector - Elon Musk's team has secretly visited several Chinese photovoltaic companies, focusing on equipment, silicon wafers, and battery components, particularly those utilizing heterojunction and perovskite technologies [4][19]. - Companies like JinkoSolar confirmed interactions with Musk's team, which led to significant stock price increases, with JinkoSolar hitting a 20% limit up and TCL Zhonghuan also reaching its limit up [4][13]. - The "space photovoltaic" application is still in the exploratory stage, with companies like Jingcheng Machinery indicating that the industrialization process faces uncertainties [19]. Group 2: Software Sector Concerns - The software sector has experienced significant sell-offs, with fears that AI could disrupt traditional software business models, leading to a phenomenon termed "SaaSpocalypse" [10][11]. - The release of AI tools by companies like Anthropic has intensified market anxiety, resulting in substantial declines in software stocks, with the S&P North American Software Index dropping 15% in January, marking the largest monthly decline since October 2008 [10][11]. - Major companies in the software sector, including Thomson Reuters and CS Disco, saw stock price drops of 16% and 12% respectively, reflecting widespread market panic [10][11]. Group 3: Market Dynamics - On February 4, 2026, the A-share market showed mixed results, with the Shanghai Composite Index rising by 0.85% and the Shenzhen Component Index increasing by 0.21%, while the ChiNext Index fell by 0.40% [13]. - The total trading volume across the three markets was approximately 250.35 billion yuan, a decrease of 62.30 billion yuan from the previous day, with over 3,200 stocks rising [13]. - The coal sector also performed well, with stocks like Yanzhou Coal and Shaanxi Black Cat hitting their limit up due to supply constraints from Indonesia, a major coal exporter [13][14].
白银突然暴涨 沪指重回4100点!煤炭板块集体爆发 地产股继续反弹
Zhong Guo Ji Jin Bao· 2026-02-04 09:37
今天市场整体表现不错,三大指数午后持续拉升,沪指重回4100点,银价尾盘大幅拉升,一起看看发生 了什么事情。 白银价格突然暴力拉升 2月4日,国内、国际银价进一步拉高,沪银期货主力合约涨逾11%。现货白银日内涨超6%,现报90美 元/盎司。纽约期银涨超8%,现报90美元/盎司。 沪指重返4100点 2月4日,沪指午后震荡走强,重返4100点上方,创业板指探底回升。截至收盘,沪指涨0.85%,深成指 涨0.21%,创业板指跌0.4%。 市场共3254只个股上涨,77只个股涨停,2130只个股下跌。 | 880005 涨跌家数 | | | | | --- | --- | --- | --- | | 문 | 涨停 | | | | 涨幅 | > 7% | | 131 | | 涨幅 | 5-7% | | 120 | | 涨幅 | 3-5% | | 317 | | 涨幅 | 0-3% | | 2686 | | 跌幅 | 0-3% | | 1776 | | 跌幅 | 3-5% | | 228 | | 跌幅 | 5-7% | | 63 | | 跌幅 | > 7% | | 63 | | 其中 跌停 | | | 14 | | 上 ...
刚刚!白银突然暴力拉升!
天天基金网· 2026-02-04 08:46
上天天基金APP搜索777注册即可领500元券包,优选基金10元起投!限量发放!先到先得! 今天市场整体表现不错,三大指数午后持续拉升,沪指重回4100点,银价尾盘大幅拉升,一 起看看发生了什么事情。 白银价格突然暴力拉升 2月4日, 国内、国际银价进一步拉高,沪银期货主力合约涨逾11%。现货白银日内涨超 6%,现报90美元/盎司。纽约期银涨超8%,现报90美元/盎司。 沪指重返4100点 2月4日,沪指午后震荡走强,重返4100点上方,创业板指探底回升。截至收盘, 沪指涨 0.85%,深成指涨0.21%,创业板指跌0.4%。 市场共3254只个股上涨,77只个股涨停,2130只个股下跌。 太空光伏概念股延续涨势,晶科能源、TCL中环等多股涨停。消息面上, 马斯克团队近期秘 密走访了中国多家光伏企业,考察项目涉及设备、硅片、电池组件等环节,其中重点考察了 有异质结、钙钛矿技术路线的光伏企业。 | 代码 | 名称 | | 涨幅% | 现价 | | --- | --- | --- | --- | --- | | 300344 | *ST立方 | | 20.21 | 2.32 | | 688429 | 时创能源 | ...
让思政课与民航事业同频共振 民航院校思政课青年教师专题研修班在厦门、福州两地举行
Core Viewpoint - The training program for young ideological and political education teachers in civil aviation aims to enhance their political literacy and teaching quality, fostering collaboration among various civil aviation institutions [1][4]. Group 1: Training Program Overview - The training program took place from January 26 to 30, organized by the Youth Teachers Alliance of Ideological and Political Education in Civil Aviation, with 54 participants from five civil aviation institutions [1][4]. - The program utilized a "thematic guidance + on-site teaching + discussion exchange" model to integrate theoretical learning with practical application [4]. Group 2: Content and Structure of the Training - Participants studied key materials including the 2026 National Civil Aviation Work Conference spirit, the "Regulations on Ideological and Political Work of the Communist Party of China," and the newly revised "Civil Aviation Law" [4]. - On-site teaching included visits to significant educational sites such as Xiamen Municipal Party School and Fuzhou Changle International Airport, linking classroom learning with real-world applications [4]. Group 3: Outcomes and Future Directions - The training emphasized strong political content, practical engagement, and interactive learning, enhancing deep communication and cooperation among institutions [4][5]. - The Civil Aviation Ideological and Political Education Teachers Alliance plans to continue advancing teaching reforms to improve the quality of ideological education in civil aviation [5].
2026春运|春运启幕:民航西藏区局多措并举保障旅客出行
Core Viewpoint - The 2026 Spring Festival travel season in Tibet is expected to see a total of 7,315 flights and a passenger throughput of approximately 779,000, reflecting year-on-year growth in various metrics, with a focus on ensuring safety and efficiency in travel and logistics during this peak period [1][3][5]. Group 1: Flight and Passenger Forecast - The Spring Festival travel period will last from February 2 to March 13, 2026, with a total of 40 days [1]. - During this period, the expected flight operations in Tibet will increase by 3.7%, with a total of 7,315 flights [1]. - The anticipated passenger throughput is projected to reach 779,000, marking a 3.2% increase, with a maximum daily passenger volume of 23,500, which is a 4.4% increase year-on-year [1]. Group 2: Safety and Service Measures - The Tibet Civil Aviation Administration aims for a "safe, convenient, and warm" travel experience, implementing comprehensive safety and service strategies [3]. - Specific measures include risk prevention in key areas such as airlines, airports, and air traffic control, with a focus on monitoring safety risks and ensuring personnel are adequately prepared [5]. - Enhanced safety inspections and dynamic weather monitoring are being conducted to manage risks associated with adverse weather conditions [5]. Group 3: Capacity and Logistics Management - The administration is dynamically assessing passenger flow trends and adjusting capacity resources accordingly, including increasing flight frequency on popular routes [7]. - A logistics support mechanism is in place to ensure the smooth transport of emergency and essential goods, with a focus on maintaining efficient air logistics channels [7]. - The cost of transportation is reduced by 66% through optimized logistics models, enhancing overall efficiency [7]. Group 4: Passenger Services and Amenities - A series of warm service initiatives have been introduced to address passenger pain points, including improved communication regarding flight information and assistance for vulnerable groups [9]. - Special services such as priority security checks and health monitoring stations are being established to enhance the travel experience for passengers [9]. - The administration is also focusing on maintaining fair pricing and regulating airport service operations to protect passenger rights [9]. Group 5: Festive Atmosphere and Operational Readiness - Airports in the region are creating a festive atmosphere with decorations and public service announcements to enhance the travel experience during the holiday season [12]. - A dedicated leadership team has been established to oversee the Spring Festival operations, ensuring rapid response to any emergencies [12].
春运首日的四组镜头(新春走基层)
Xin Lang Cai Jing· 2026-02-03 00:12
经过十几道严格工序后,1万多份盒饭由恒温冷藏车配送至北京西站等火车站分拨站点,继而送到旅客 手中。 来源:人民日报 2月2日,上海虹桥火车站,G14次列车乘客在等待发车。 新华社记者 王翔 摄 2月2日,春运首日全社会跨区域人员流动量预计18791万人次,比2025年春运首日增长13%。记者深入 铁路、公路、水运、民航一线岗位探访,见证归途中的硬核保障,定格出行路上的温暖瞬间。 镜头1:铁路盒饭在这里配餐 早上6时许,天还没亮,国铁北京局高铁配餐生产加工基地的原料收货平台已灯火通明,一辆辆冷藏运 输车将2000多斤新鲜食材陆续卸运到位。 餐食包装车间里饭菜香气四溢,两台封膜机发出"咔哒"声,将餐盒整齐封装。 镜头4:机场行李搬运用上智能系统 6时02分,北京大兴国际机场迎来春运首日的第一架进港航班。约半小时后,第一件行李稳稳抵达行李 提取转盘。 中控室大屏上,一张电子地图直观显示了机场6个分拣机、22个进港行李转盘、41个出港行李转盘等的 运行状态。新部署的智能行李搬运系统正在作业。 镜头2:高速路顺畅是最美的风景 京沪高速车流如梭。记者来到河北青县段,体验河北高速集团京沪分公司保通保畅应急大队队员的工 作。 ...
重庆2026年力争完成交通投资1000亿元
Zhong Guo Xin Wen Wang· 2026-02-02 16:22
水运方面,重庆将开工涪江安居电厂船闸改扩建等5个项目,完工寸滩游轮港,提速乌江白马航电枢 纽、白马至彭水航道整治等7个在建项目,加快嘉陵江井口生态航运枢纽等15个项目前期工作。 民航方面,重庆将加快璧山机场、江北国际机场西区提质改造、万州机场航空口岸开放基础设施3个项 目前期工作,推动邮政快递分拣中心、寄递服务点等设施纳入机场新建或改扩建规划。此外,重庆还将 推进江北国际机场高质量发展攻坚行动,推动江北国际机场60架次高峰小时容量投入常态化运行。(完) (文章来源:中国新闻网) 中新社重庆2月2日电 (张旭)重庆市交通运输委员会主任何庆2日在2026年全市交通运输工作会议上表 示,2026年,重庆力争完成投资1000亿元人民币,开工10个、完工5个重大项目。 铁路方面,重庆将开工建设黔江至吉首高铁等2个项目265公里,力争成渝中线高铁和渝万高铁通过静态 验收、进入联调联试阶段,加快建设宜涪高铁、成达万高铁等10个项目830公里。 高速公路方面,重庆将开工建设渝遂高速铜梁至潼南段改扩建、永自高速永川至荣昌段等3个项目111公 里,加快建设沿江高速南线一期、垫江至丰都至武隆高速等19个项目1085公里,建成奉节至 ...
九部门发春节乐购活动方案:推出酒店连住优惠、特供飞机餐等
Nan Fang Du Shi Bao· 2026-02-02 12:25
南都讯 记者杨文君 发自北京 据商务部网站消息,2月2日,商务部、中宣部、文旅部、央行等九部门联 合印发《2026"乐购新春"春节特别活动方案》(以下简称《方案》),旨在繁荣节日市场,激发消费活 力,更好满足公众春节假期需要。 据了解,为期9天的超长春节假期将至,此次活动将在2026年2月15—23日进行,活动有统一的"乐购新 春·2026春节特别活动"标识。相关单位和经营主体推出的各种红包、积分、代金券、福利券等,统一冠 活动名称,标注活动标识。 南都N视频记者注意到,此次活动覆盖春节假期食、住、行、购、娱乐等方方面面,结合当前中国春节 文旅热、冰雪热等新特点设置了相关方案。 在"好吃"方面,《方案》提出,结合开展中华美食荟、老字号嘉年华活动,组织餐饮名店、老字号餐饮 企业、地方特色小吃等,推出年夜饭套餐、新春团圆宴,推出美食增值服务,如现场表演、免费小吃、 幸运抽奖等。 在"好住"方面,《方案》提出,联动家居卖场、家电品牌、家装企业,推出"新春焕新家"惠民促销。组 织连锁酒店、精品民宿、度假村等,开展"新春好好住"主题活动,推出连住优惠、家庭套房礼包、新春 迎客礼、错峰住宿券等优惠措施。 在"好行"方面, ...
九部门:鼓励金融机构与重点商户合作,策划春节专属活动
Xin Lang Cai Jing· 2026-02-02 09:03
商务部等9单位关于印发《2026"乐购新春"春节特别活动方案》的通知 中央宣传部、中央网信办、商务部、文化和旅游部、中国人民银行、金融监管总局、广电总局、体育总 局、中央广电总台、中国民航局、中国国家铁路集团有限公司,各省、自治区、直辖市及计划单列市、 新疆生产建设兵团党委宣传部门,网信、商务、文化和旅游、广播电视、体育主管部门,中国人民银行 上海总部,各省、自治区、直辖市及计划单列市分行,金融监管总局各监管局,民航各地区管理局,各 铁路局集团公司: 为贯彻落实党的二十届四中全会和中央经济工作会议精神,按照国务院部署,繁荣节日市场,激发消费 活力,更好满足人民美好生活需要,商务部会同有关部门研究制定了《2026"乐购新春"春节特别活动方 案》,现予以印发。请各地区各部门提高政治站位,加强组织领导,健全工作机制,强化协同联动,确 保活动取得实效;加强节日市场监测,综合利用大数据等各种手段,多维度分析评价活动成效,全方位 反映春节消费市场情况;统筹发展和安全,严格落实安全生产各项要求,确保各项活动安全有序开展。 商务部 中央宣传部 文化和旅游部 中国人民银行 金融监管总局 广电总局 体育总局 中国民航局 中国国家 ...
商务部、中宣部、文旅部、央行、金融监管总局、广电总局、体育总局、中国民航局、国铁集团,联合发通知
Nan Fang Du Shi Bao· 2026-02-02 06:51
今天(2月2日),据商务部网站消息,中央宣传部、中央网信办、商务部、文化和旅游部、中国人民银行、金融监管总局、广电总局、体育总局、中央广 电总台、中国民航局、中国国家铁路集团有限公司研究制定了《2026"乐购新春"春节特别活动方案》,现予以印发。 | English Français | 首页 > 政务公开 > 政策发布 | | --- | --- | | Русский | | | Español | 来源:消费促进司 类型:原创 2026-02-02 11:30 | | Deutsch | | | 无障碍浏览 | | | | 商务部等9单位关于印发《2026"乐购新春"春节 | | 首 页 | | | | 特别活动完赛》的通知 | | 盟 机构设置 | | 《2026"乐购新春"春节特别活动方案》具体内容如下: 一、工作思路 贯彻落实党中央、国务院关于扩大内需、提振消费系列决策部署,深入实施提振消费专项行动,打造"购在中国"品牌,坚持政府引导、市场主导、全民参 与,紧扣年俗文化、家庭团圆、购物出行等核心需求,聚焦首发经济、数字消费、绿色消费、智能消费、健康消费、入境消费等领域,通过商旅文体健融 合、线上线 ...