为切实维护节日市场价格秩序，守护群众"米袋子""菜篮子"，2月15日，省市场监管局价格监督处处长万柳一行深入经开区水秀百姓量贩、水秀街停车 场、绪村农贸市场等经营场所，实地调研春节期间市场价格监管工作。市市场监管局党组书记、局长岳春青、二级高级主办吕淑华、经开区党工委委员、 管委会副主任宋振山等参与调研。 在水秀百姓量贩和绪村农贸市场，调研组详细了解米面粮油肉蛋菜奶等重要民生商品的供应保障、价格波动、明码标价等情况，叮嘱市场开办方强化内部 管理，稳定商品价格，强化价格自律，确保群众"米袋子""菜篮子"量足、质优、价稳，严禁哄抬价格、价格欺诈、不明码标价等违法违规行为，为人民群 众欢度春节营造放心舒心的价格环境。 调研组强调，春节市场价格事关民生福祉和节日氛围，要持续加大市场监管力度，紧盯重点区域、重点商品、重点时段，加大巡查检查与价格监测力度， 督促经营者依法诚信经营，严格落实明码标价，自觉维护市场价格秩序。要提前防范化解价格风险，及时处置价格异常波动，快速回应群众价格诉求，以 严监管、强服务保障春节市场供应充足、价格平稳、秩序规范，为广大人民群众度过欢乐祥和、平安健康的新春佳节保驾护航。 编辑：王钦 初审： ...

新春的成都街头，茶香里混进了咖啡味，科技让运动有新的体验。一边是鹤鸣茶社走出百年公园， 用"茶咖"和文创让年轻人对茶文化保持新鲜感；一边是沉浸式卖场和智能竞技场……老字号正以新的语 言对话新一代，科技与传统的碰撞，在这个春节悄然解锁了成都人的新消费方式。 百年茶社"走出"公园 老字号在新地标里泡出"新茶味" 在鹤鸣茶社三千集店，广场角落的竹椅上，大三学生小王正举着手机拍刚上桌的茶拿铁。镜头对准杯 子，又转过去扫了一圈周围——设计感的座椅、错落的绿植、三三两两低声交谈的年轻人。"发个朋友 圈，定位得带上'鹤鸣'。"他笑着收起手机，端起杯子抿了一口。 常去人民公园鹤鸣的人都知道，那儿是游客打卡的"硬指标"，盖碗茶配掏耳朵，竹椅挤着竹椅，热闹得 像赶集。如今，凝聚着历史记忆的"鹤鸣"二字匾额"走"出了人民公园，悬挂在新店的门楣上。 在鹤鸣茶社三千集店，传统盖碗的旁边，悄然多了咖啡杯的身影。"我们推出了'茶咖'系列，把特制茶 粉加入拿铁里。"负责人莫一晓向记者介绍。他算了笔账：20多元一杯的价格，几乎等同于一杯普通奶 茶的消费，"我们想让年轻人用喝一杯奶茶的钱，用他们习惯的方式，接触并爱上茶文化。" 莫一晓告诉记者， ...

Core Insights - Yanji, a small border city in Northeast China, has transformed from a transit point for tourists to a popular destination, driven by the rise of social media and local cultural elements [2][15][25] - The city is projected to receive 11.6 million tourists by 2025, generating a total tourism revenue of 16.98 billion yuan [2] Group 1: Economic Transformation - The emergence of a "net celebrity wall" has significantly increased foot traffic, with daily passenger numbers at Yanji West Station tripling [2] - Local businesses have adapted to the influx of tourists, with traditional markets evolving into vibrant commercial spaces featuring local delicacies and cultural experiences [7][15] - The water market, once a local morning market, now attracts long queues, showcasing traditional Korean foods that have become popular on social media [7][15] Group 2: Cultural Integration - The city has successfully blended modern commercial practices with traditional cultural elements, maintaining a unique charm that appeals to both locals and tourists [20][25] - The presence of over 500 coffee shops in a city with a population of around 680,000 indicates a high density of modern commercial establishments, reflecting the integration of contemporary lifestyle trends [19] - Local residents have embraced the changes, with businesses adjusting their offerings based on tourist preferences, demonstrating a responsive and adaptive economic environment [24][25] Group 3: Community and Identity - Yanji's local slogan emphasizes community and shared experiences, reinforcing its identity as a border city and a cultural melting pot [21][22] - The city maintains a balance between modernity and tradition, allowing it to thrive in the competitive landscape of regional tourism [25] - The ongoing evolution of Yanji's commercial landscape illustrates a sustainable growth model that prioritizes local culture and community needs over rapid expansion [24][25]

Core Insights - The article discusses the challenges faced by companies in 2025, particularly the issue of insufficient domestic demand and the limited market capacity, leading to increased competition and the need for companies to explore international markets [4][5][6][7]. Group 1: Value Chain Expansion - Companies are encouraged to expand their value chains overseas, moving beyond mere product exports to include brand, research and development, and business models [8][11]. - An example is provided with Miniso, which engages with its private users to understand their preferences and directly opens stores abroad to enhance brand recognition [10][12][13]. Group 2: Collaborating with Industry Leaders - Many industry leaders are beginning to venture abroad, but successful international expansion requires integrating complex supply chain systems and collaborating with local partners [14][15][16]. - Tesla's operations in Shanghai illustrate this, as it relies on a network of local suppliers to optimize production efficiency [18][20][21]. Group 3: Leveraging Unique Advantages - Companies are finding success in international markets by leveraging unique advantages such as cost efficiency and product innovation [23][25][27]. - For instance, a factory owner in Yiwu capitalizes on higher overseas prices by selling on cross-border platforms, while Mech-Mind Robotics enhances industrial robots with advanced technology for complex tasks [26][28]. Group 4: Building Long-Term Trust - The article highlights the importance of building long-term trust within communities, as exemplified by the story of Pang Donglai, who prioritizes employee welfare and customer feedback to foster loyalty [31][34][36]. Group 5: Meeting Evolving Consumer Needs - There is a shift in consumer behavior towards valuing better experiences, with examples of services like travel photography gaining popularity among retirees [39][41]. - The article suggests that businesses should focus on creating scenarios that fulfill the aspirations of ordinary people for a better life, as traditional mass-market opportunities diminish [43][46].

Core Insights - Morgan Stanley's Q4 holdings report indicates a strategy focused on maintaining core technology positions, reducing index exposure, and enhancing active selection capabilities [1] Group 1: Overall Holdings - Morgan Stanley's total holdings value for Q4 reached $1.67 trillion, a 1.2% increase from $1.65 trillion in the previous quarter [1] - The fund added 454 new stocks, increased positions in 4,007 stocks, reduced positions in 3,028 stocks, and completely exited 415 stocks [1] - The top ten holdings accounted for 22.15% of the total portfolio value [1] Group 2: Major Holdings - Apple (AAPL.US) became the largest holding with an increase of approximately 1.38 million shares [1] - Nvidia (NVDA.US) remained the second-largest holding with an increase of nearly 780,000 shares [1] - Microsoft (MSFT.US) dropped from first to third place but still saw an increase of about 980,000 shares [1] - Google Class A (GOOGL.US) was reduced by approximately 150,000 shares, while Google Class C (GOOG.US) was increased by 1.13 million shares, indicating a shift in stock type optimization [1] - Amazon (AMZN.US) was reduced by about 1.28 million shares, ranking fifth [1] Group 3: Sector Adjustments - In the technology sector, Meta (META.US) saw an increase of about 820,000 shares, while Tesla (TSLA.US) was reduced by 360,000 shares [2] - AMD (AMD.US) was reduced by 5.02 million shares, and Palantir (PLTR.US) was reduced by 103,000 shares [2] - Defensive and high-dividend sectors, such as healthcare and consumer staples, saw reductions in holdings, including Johnson & Johnson (JNJ.US), AbbVie (ABBV.US), and Walmart (WMT.US) [2][3] Group 4: New Positions and ETF Strategy - Morgan Stanley increased positions in JPMorgan (JPM.US), Uber (UBER.US), and gold ETF (GLD.US) [4] - New investments included Medline (MDLN.US), Total (TTE.US), Qnity Electronics (Q.US), Solstice (SOLS.US), and Dream Dragon (MICC.US) [4] - The decline in ETF positions suggests a preference for individual stock selection to achieve excess returns rather than relying on broad index exposure [5]

东方网记者程琦2月15日报道:坐马车游逛，饮地道马奶酒，听马头琴演奏，看策马奔腾的民族舞蹈，喝大灶熬煮的羊汤……从都市到草原迎接马年新春，在 环球港实现了无缝衔接。2月14日，上海环球港南广场人潮涌动、暖意融融。一场以"骐骥驰骋 马到成功"为主题的新春民俗文化盛宴在此举行。活动广邀市 民顾客、合作伙伴、民族同胞、国际友人等一起参加，感受迎接新年的喜庆，融合各民族的交流，传递城市商业的温度。 傍晚时分，环球港南广场被洁白的蒙古包与悠扬的马头琴声环绕。热情奔放的民族舞蹈、醇香的马奶酒、大灶熬煮的羊汤，让身处都市核心区的市民游客仿 佛瞬移至辽阔草原。活动现场，一场别开生面的马术巡游更是引发全场瞩目，拉开了这场文化交融的序幕。 月星集团董事局主席、首席"店小二"丁佐宏身着民族服装，与国际友人一同走进人群。他熟练地与老师傅们揉面、分发热气腾腾的羊汤，并向海内外宾客送 上新春祝福。 "环球港属于普陀，属于上海，更属于全世界。我们致力于将'店小二'的服务精神融入多元业态，打造'文旅娱体展教购'融合的城市客厅，使其成为所有 人'除了家最想去的地方'。"丁佐宏表示。通过非遗体验、年货市集与马车巡游，环球港成功将传统佳节转化为一 ...

以下文章来源于21财闻汇 ，作者谢之迎 21财闻汇 . 21世纪经济报道官方旗下矩阵成员，做有趣有料的财经新闻。 记者丨谢之迎 编辑丨谭璐 泰国富豪家族，参投全球最大养猪企业。 2月上旬，牧原股份成功登陆港交所，募资超100亿港元。在一众明星基石投资者中， 正大集 团一家认购2亿美元，约合14亿人民币，金额位居首位。 这笔投资，也在情理之中。 在中国，正大集团的布局，遍布饲料、养殖、食品加工等各个领域。养猪的牧原，就在其产 业链上。 正大由泰国华人谢氏家族掌舵，产业遍及全球。 在2025胡润全球富豪榜上，谢氏家族的身家 超2200亿元，位列全球第50。 谢镕仁 图源：正大集团 据报道，侯孝海入职后，主要将负责正大集团中国区消费品的市场与营销整合工作，包括鸡 蛋、猪肉、鸡肉、食品、饲料等业务的营销整合。 从业务来看，谢氏家族"从农场到餐桌"的产业链相当完备，覆盖种植、饲料、养殖、屠宰、 深加工、物流配送、商业零售和餐饮。 以正大食品为例，旗下包括鸡蛋、猪肉、水产、蔬果等生鲜食品，以及速冻面点、休闲小食 等方便食品。甚至延伸到葡萄酒、茶叶、咖啡、矿泉水等饮品。 | No. 50 | ~ 5 | ¥ 2200 亿 ...

Core Viewpoint - Morgan Stanley's Q4 2025 holdings report indicates a strategy focused on maintaining core technology positions, reducing index exposure, and enhancing active selection capabilities [1]. Group 1: Overall Holdings Summary - Morgan Stanley's total market value for Q4 is $1.67 trillion, up 1.2% from $1.65 trillion in the previous quarter [3][4]. - The fund added 454 new stocks, increased holdings in 4,007 stocks, reduced holdings in 3,028 stocks, and completely sold out of 415 stocks [3][4]. - The top ten holdings account for 22.15% of the total market value [4]. Group 2: Top Holdings and Changes - The top five holdings include Apple (AAPL) at 3.74%, NVIDIA (NVDA) at 3.6%, Microsoft (MSFT) at 3.5%, Alphabet Class A (GOOGL) at 2.28%, and Amazon (AMZN) at 2.23% [5]. - Apple has risen to the first position with an increase of approximately 1.38 million shares, while NVIDIA remains second with an increase of nearly 780,000 shares [4][6]. - Microsoft dropped from first to third but still saw an increase of about 980,000 shares [4]. Group 3: Sector Allocation and Adjustments - Morgan Stanley has not significantly reduced its allocation to the technology sector but has rebalanced internally, favoring companies with strong profit certainty and stable cash flows [7]. - The firm reduced its holdings in healthcare stocks such as Johnson & Johnson (JNJ), AbbVie (ABBV), and Thermo Fisher Scientific (TMO), as well as consumer staples like Walmart (WMT), Procter & Gamble (PG), and Coca-Cola (KO) [7]. - Energy stocks like ExxonMobil (XOM) and Chevron (CVX) were also reduced, reflecting a potential decrease in the attractiveness of defensive and high-dividend sectors as interest rate paths become clearer [8]. Group 4: New Purchases and Sales - Morgan Stanley increased positions in JPMorgan (JPM), Uber (UBER), and gold ETFs (GLD) [9]. - New purchases included Medline (MDLN), Total (TTE), Qnity Electronics (Q), Solstice (SOLS), and Dreamlong (MICC) [9]. - The top five purchases were Alphabet Class C (GOOG), Eli Lilly (LLY), Apple, Micron (MU), and Vanguard FTSE Developed Markets ETF (VEA) [10]. Group 5: ETF Exposure - The decrease in ETF positions indicates a preference for stock selection to achieve excess returns rather than relying on broad index exposure [11].

Group 1 - The core theme of the news revolves around the significant developments in the AI industry during the Spring Festival, including the anticipated release of flagship models and the first-ever AI summit in India featuring prominent tech leaders [4][6][8] - The macroeconomic landscape is highlighted by the upcoming release of key data such as the December PCE inflation and Q4 GDP, which are crucial for understanding the Federal Reserve's stance on interest rates and inflation risks [5][4] - The longest Spring Festival holiday in history, lasting nine days, is set to impact market activities, with various exchanges, including the Shanghai and Hong Kong stock exchanges, closing during this period [4][9] Group 2 - The DeepSeek V4 model is expected to be launched in mid-February, showcasing improvements in programming capabilities, potentially surpassing other leading models in the market [8][6] - The Indian AI summit from February 14 to 20 will feature key figures such as NVIDIA's CEO Jensen Huang and Google's CEO Sundar Pichai, indicating a strong focus on AI advancements [8][4] - The U.S. Supreme Court is scheduled to make a ruling on the Trump tariffs on February 20, which could have significant implications for trade policies and the economy [5][4]

2月14日上午，"在成都，放心购"消费环境提升专项行动在成都宽窄巷子启动。这标志着为期一年的全市消费环境系统性提升工程全面展开，旨在将"放心消 费"打造成成都建设国际消费中心城市最可信赖的基石和最温暖的城市名片。 活动现场，来自零售、电商、餐饮等行业的商家代表集体宣读了《"在成都，放心购"诚信经营倡议》，作出"货真价实、服务至诚、勇于担当"的庄严承诺， 展现出成都商界珍视信誉、自律向上的整体风貌。仪式上，首批由人大代表、政协委员、社区工作者及热心市民组成的"消费观察员"正式受聘。他们将作为 独立的社会监督力量，深入消费一线开展体察，为优化消费环境提供"民间智慧"与第三方视角，标志着成都消费治理迈向"社会共治"新阶段。 据悉，本次专项行动为期一年，将聚焦当前消费领域的突出问题，坚持"供给侧与消费侧两端发力、线上线下双轮驱动"，系统推进智慧监管、信用监管和法 治监管。行动将推出一系列创新举措，包括运用人工智能对重点直播带货实施全天候监测，在核心商圈推广消费纠纷"一键和解"线上快速处理，在大型集贸 市场普及防作弊"放心秤"，以及将国家金银珠宝质检中心服务前移至核心商圈实现"零距离质检"等。通过一系列"组合拳"，切实 ...