大中华区要闻： 1、美股三大指数均跌超1%，IBM跌超13%，诺和诺德跌超16%； 2、纽约期金涨3.3%，纽约期银涨超7.2%； 3、摩通：预估2026年铜市将出现13万吨供应缺口； 4、美国被曝已决定对伊朗发动军事打击 预计23日或24日； 5、多地骚乱！多国针对墨西哥发布安全警告； 6、特朗普：最高法在无意间给予了我更多的权力； 7、特朗普：任何想"耍花招"的国家将面临更高的关税； 8、特朗普释放美伊局势缓和信号：更倾向协议而非战争； 9、美总统特使威特科夫和女婿库什纳将参加新一轮美伊谈判； 来源：格隆汇APP 1、马年春节假期期间现货白银大涨近17% 多国指数创新高； 2、突破80亿！2026中国电影票房暂列全球第一； 3、香港黄金交易所：金价稍调整后 有望第二三季挑战6000美元； 4、春晚概念股梳理； 5、CINNO Research：淡季叠加成本高企 2月手机面板价格全线下行； 6、花旗：马年新春高端中场玩家人均投注升13%，创下纪录高位； 7、今日A股海菲曼申购； 8、国浩集团中期股东应占综合溢利20.26亿港元 同比增加13%； 9、爱德新能源拟认购Horizon Minerals发行的36 ...

Core Insights - The "12th Shenzhen-Hong Kong (Qianhai) Talent Cooperation Annual Conference" marked the launch of the "Bay Area Talent Pass" platform and the "Shenzhen-Hong Kong HR Alliance," signaling a new phase in talent integration between Shenzhen and Hong Kong [1][3] - The collaboration aims to create a regional innovation community in the Guangdong-Hong Kong-Macao Greater Bay Area, facilitating talent flow and enhancing international recruitment efforts [1][3] Group 1: Talent Integration Initiatives - The "Bay Area Talent Pass" platform focuses on policy recognition and aims to streamline talent evaluation standards between Shenzhen and Hong Kong, providing visa conveniences for foreign talent [3] - The "Shenzhen-Hong Kong HR Alliance" establishes a market-oriented recruitment network to expand the international talent pool [3] - The "Shenzhen 72-Hour Experience Pass" is a key initiative that allows foreign professionals to explore opportunities in the Greater Bay Area, enhancing the region's attractiveness [2][3] Group 2: Innovation and Collaboration - The "Qianhai Jinmaotou" innovation and financing service platform addresses challenges in investment and financing within the tech sector, promoting the integration of talent, capital, industry, and innovation [4][5] - The collaboration between Hong Kong universities and local enterprises aims to facilitate the transfer of research outcomes and attract more talent to Qianhai [6][7] - The "Bay Area Innovation Broker" model is designed to create a closed loop for research, technology transfer, manufacturing, and market expansion, enhancing the flow of innovation resources [7][8] Group 3: Achievements and Future Outlook - Over 1,100 Hong Kong teams have been incubated in Qianhai, with 44 recognized as national high-tech enterprises, showcasing the success of the talent integration efforts [8] - The ongoing initiatives are expected to strengthen the talent magnetism of Qianhai and support the technological innovation landscape in Shenzhen and the Greater Bay Area [8]

Core Insights - Beijing's consumption vitality is not only reflected in its large scale but also in its new trends, showcasing significant leading and demonstration value [1] Group 1: Consumption Trends - During the 2026 Spring Festival holiday, Beijing received 19.84 million tourists, generating a total tourism expenditure of 33.14 billion yuan, with key monitored enterprises achieving sales of 8.45 billion yuan, and a year-on-year growth of 12.4% in physical commerce [1] - The consumption amount in 60 key commercial districts reached 15.43 billion yuan, with a year-on-year increase of 2.2%, highlighting the revitalization of traditional brands and their integration with modern consumer experiences [2] - The shift from traditional "New Year goods economy" to a combined "New Year goods economy + experience economy" is evident, with over 200 activities launched under the theme "Garden Fun Chinese New Year," attracting 12.585 million visitors during the holiday [2] Group 2: Technological Integration - The integration of technology into consumption scenarios is accelerating, with the New Year technology fair in Haidian District featuring smart markets and robot staff, leading to an 86.3% increase in foot traffic in the Zhongguancun commercial area [2] - The impressive display of humanoid robots during the Spring Festival Gala reflects the growing trend of technology-driven consumer experiences [2] Group 3: New Consumer Dynamics - The trend of "reverse New Year" is gaining popularity, with more families choosing to bring their parents to big cities for the holiday, positioning Beijing as a top destination for elderly travelers during the Spring Festival [3] - The explosive growth in inbound consumption and the diverse supply of cultural consumption have provided solid support for Beijing's Spring Festival consumption, enhancing the overall economic vitality of the capital [3] - The new consumption trends observed during the Spring Festival in Beijing serve as a model for promoting domestic demand and expanding the domestic market [3]

Group 1 - The article highlights the introduction of a dedicated phone booking service for elderly travelers by the railway department, enhancing accessibility and convenience during the Spring Festival travel season [1] - There is a notable increase in ticket bookings for travelers aged 60 and above, with a reported growth of over 35% in flight reservations during the Spring Festival, particularly to first-tier and new first-tier cities [5] - The railway authorities have implemented new measures allowing travelers to cancel mistakenly purchased tickets without incurring fees if done within 30 minutes of payment and more than 4 hours before departure [4] Group 2 - The article discusses the trend of "reverse reunion," where individuals choose to celebrate the New Year in urban areas rather than returning to their hometowns, reflecting a shift in traditional travel patterns [6] - Various cities are providing support for workers who remain in urban areas during the holiday, including free housing and transportation subsidies, to ensure they can celebrate the New Year comfortably [8] - The use of technology, such as AI and virtual communication tools, has enhanced the emotional connection during the holiday, allowing families to maintain traditions despite physical distance [12][15]

央视网消息：这个假期，科技成为各地新春文旅火热的关键词之一。从沉浸式体验到智慧化服务，前沿技术与传统年俗深度交融，为游客解锁 了别样年味。科技不仅让传统文化"活"了起来，更以硬核实力筑牢了文旅体验的安全屏障。 机械臂"捕捉"年味 科技旅拍成打卡新宠 在贵州铜仁，一台高速摄影机械臂亮相中南门古城景区。随着操作员的指令，机械臂灵活伸展完成旋转、摆动、伸缩、平移等动作，实现360 度环绕拍摄，将古城风貌与游客笑脸一同收录。仅需3分钟就可为游客拍摄"电影感"短视频，成为当地春节文旅消费的一个新亮点。 科技赋能 千年古镇更具现代气息 在江苏马陵山景区，智能机器人带来舞蹈、武术、互动、巡游等多元表演，为景区注入新潮活力。窑湾古镇同步上线科技互动与非遗体验，机 器人巡游、打铁花表演、实景演艺相映成趣，让千年古镇更具现代气息。 传统民俗+科技 乡村庙会贺新春 在山东临沂，"朱村庙会贺新春"活动火热进行，铿锵的锣鼓声此起彼伏，一边是秧歌队伍穿梭往来，洋溢着淳朴浓郁的乡土年味。另一边，机 器人登台献艺，科技感十足，引来阵阵欢笑与掌声。春节期间，每天都有大量游客来到朱村，当地为新能源车主建设了"光储充"一体化充电服 务站，让游客享 ...

央视网消息：日前，由联合国中国书会主办的"骏驰八秩，春煦五洲"春节联欢晚会在纽约联合国总部举行，以科技为笔、文 化为墨，展现中国科技赋能、文化出海新图景，500多位中外嘉宾欢聚一堂，共迎马年新春。 晚会伊始，中国常驻联合国代表傅聪大使发表致辞。他表示，春节作为中华文明的重要节日，已被列入人类非物质文化遗 产，向世界传递"美美与共""和合共生"的理念，蕴含着对全人类美好生活的期许。 晚会在科技与传统交融的氛围中拉开帷幕。机器人开场舞《醒狮》气势十足，《哪吒》通过算法与动作捕捉技术，对当下热 门IP进行创新演绎；在互动体验区，人机协同书法吸引嘉宾驻足体验，传统笔墨与智能机械相映成趣，展现中国科技创新的活 力。文化节目同样精彩纷呈。厦门航空带来的原创舞蹈《平安启航 福鹭相伴》以妈祖形象为主题，寄托对旅途平安、世界和平与 互联互通的美好祝愿。 ...

Core Viewpoint - The 2026 Spring Festival Gala's Hefei sub-venue showcases innovative stage design and technology, emphasizing Hefei's cultural and technological advancements through the "Wanmei Zhitong" theme. Group 1: Stage Design and Concept - The main stage, named "Wanmei Zhitong," is located in Luogang Park, which spans 12.7 square kilometers, making it the largest urban park globally. It serves as a cultural landmark and a site for low-altitude flight and drone applications [1]. - The stage design features a "three-legged cauldron" symbolizing three major technological innovation hubs in Anhui: quantum information, fusion energy, and deep space exploration [2]. - The 61 light pillars represent Hefei's 61 universities, integrating local cultural elements with modern technology [2]. Group 2: Technological Innovations - The "flying light" technology, a first for the Spring Festival Gala, utilizes unmanned eVTOLs to create a "heaven and earth matrix" above the main stage [6]. - The design team spent over two months modifying the flying vehicles, incorporating intelligent algorithms to achieve synchronized performances with the ground stage [6]. - A total of 16 "flying lights" were designed, utilizing advanced domestic technology for intelligent and digital control, showcasing China's capabilities in the lighting field [9]. Group 3: Cultural Significance - The lighting design draws inspiration from the "I Ching," symbolizing a connection between history and future foresight [4]. - Each beam of light in the Hefei sub-venue narrates the city's story of "inheriting the ancient and opening up the new," paying homage to its historical legacy while expressing aspirations for technological innovation [10].

Core Viewpoint - The Hainan Free Trade Port has been operational for two months, with significant developments in trade and investment opportunities, particularly for Zhejiang businesses, as the new policies facilitate easier access to both domestic and international markets [1][2][5]. Group 1: Trade and Investment Opportunities - The first batch of duty-free goods processed under the new Hainan Free Trade Port policy was completed shortly after the full closure, indicating a smooth transition to the new system [1]. - Zhejiang businesses have a long-standing presence in Hainan, with approximately 160,000 Zhejiang entrepreneurs and over 17,000 Zhejiang enterprises operating in the region [2]. - The new policy allows for a 30% processing value-added exemption from tariffs, significantly reducing costs for companies like Meishan Wang, which estimates annual savings of around 6 million yuan due to the elimination of import duties [2][3]. Group 2: Local Manufacturing and Industry Development - Hainan's local manufacturing base is relatively weak, but initiatives like the Zhejiang-Qiong Cooperation Industrial Park aim to enhance industrial chain connectivity and attract investment in high-tech sectors [4]. - The park has already attracted over 200 companies with planned investments exceeding 30 billion yuan, focusing on areas such as artificial intelligence, digital finance, and low-carbon processing [4]. Group 3: Global Economic Cooperation - The Hainan Free Trade Port is positioned as a key hub for global economic cooperation, with increasing interest from international businesses, particularly in high-end manufacturing and cross-border e-commerce [6][7]. - The unique policy framework of Hainan, characterized by a mix of liberalization and regulation, is seen as a strategic advantage for companies looking to expand their operations internationally [7]. Group 4: Challenges and Adaptations - Despite the opportunities, challenges remain regarding the implementation of new policies and the need for businesses to adapt to the evolving regulatory environment [8]. - The establishment of the "Zhejiang Business International Economic and Trade Cooperation Alliance" aims to facilitate deeper economic ties and collaboration under frameworks like RCEP [8][9]. Group 5: Economic Performance Indicators - Recent data shows a significant increase in duty-free shopping in Hainan, with sales reaching 1.106 billion yuan and a 26% increase in the number of shoppers during the first week of February [10].

芯片股普涨，费城半导体指数涨1.72%，美光科技涨超5%，阿斯麦、应用材料等涨超2%，存储芯片巨头西部数据大涨4%，消息面上，据券商中国报道， 西部数据宣布将出售其所持有的闪迪全部普通股，交易规模约30.9亿美元（约合人民币213亿元）。 2月18日晚，美股开盘集体上涨，截至23:25，道指涨0.58%，纳指涨1.16%，标普500指数涨0.77%。 大型科技股涨多跌少，英伟达涨超2%，消息面上，据智通财经报道，Meta加码英伟达，未来数年部署数百万颗芯片，首次采用Grace CPU。 据上海证券报，2月18日，高瓴旗下专注二级市场投资的基金管理平台HHLR Advisors公布了截至2025年四季度末的美股持仓情况。数据显示，截至2025 年末，HHLR共持有33只美股上市公司， 中概股仍是其核心配置资产 。从调仓动作来看，HHLR去年显著增持了阿里巴巴和拼多多，减持网易、富途控股 等标的，持仓进一步集中在电商龙头、生物医药和科技方向。 此外， 国际油价涨势强劲，美油、布油期货涨幅扩大至3% ，分别报64.13美元/桶和69.441美元/桶。消息面上，据央视新闻报道， 斯洛伐克政府因乌克兰 中断俄罗斯石油过 ...

【#北京海淀炫酷光影秀拜年#】#中关村科技地标化身灯光秀舞台# 春节期间，每当夜幕降临，一场 以"中式福韵"为主题的2026海淀新春光影秀在中关村大街启幕。整场光影秀以"海纳百福"与"层攀千 瑞"两大篇章展开，运用沉浸式楼体投影、3D裸眼跨楼宇联动等前沿技术将传统祥瑞意象与马年奋进气 韵、海淀科创精神深度融合。在这场精彩绝伦的视觉盛宴中，海淀科技地标化身灯光秀舞台，用最炫的 方式给市民拜年。@北京日报 记者 王海欣 #2026新春走基层# ...