今日财讯要览 1 2025年全国社会物流总额同比增长5.1% 中国物流与采购联合会今天公布的数据显示，2025年全国社会物流总额368.2万亿元，按可比价格计 算，同比增长5.1%。全年各季度物流需求增速保持稳定增长。从长期趋势看，"十四五"时期社会物流总 额年均增长5.7%，增速均高于同期GDP，物流对实体经济的拉动作用强劲。 2 国家卫健委：美发店美甲店严禁开展"轻医美" 国家卫生健康委今天召开新闻发布会，提醒大家：生活类美容机构、美发店、美甲店等严禁开展"轻医 美"项目。大家不要相信"三天速成学打针""零基础小白放心学"等营销话术。 3 超六成受访者认为A股会上涨 近日，长江商学院发布2025年第四季度《投资者情绪调查报告》显示，A股投资者情绪整体较为乐观， 认为A股会上涨的受访者占比约62.3%。从投资产品来看，贵金属备受投资者关注。2025年，黄金价格 一路走高，全年涨幅达62.7%。本次调查中，愿意投资黄金等贵金属的净增加人数占比约14.2%，比上 期调查提高1.6个百分点。 4 山河四省观众选择或决定春节档冠军 7 数据显示，三四线城市已连续三年在春节档贡献出过半票房。"山河四省"（山西、河南、 ...

临近春节假期，国内消费板块在估值底部与复苏环境下迎来久违的反弹。 值得注意的是，A股宠物龙头公司中宠股份1月30日发布的《关于回购股份事项前十大股东和前十大无限售条件股东持股情况的公告》显示，截至1月23 日，知名基金经理谢治宇管理的兴全合润、兴全合宜以及基金经理乔迁管理的兴全商业模式优选、兴全新视野，均新进成为公司前十大股东。按该股1月 23日收盘价计算，四只基金合计持股市值超8亿元。 早在2025年四季度，部分知名主动权益基金经理以及"固收+"基金经理就已经开始"埋伏"消费板块。部分机构提示，市场对今年物价修复水平存在分歧， 而物价温和回升是市场的一致预期，若今年实质性政策继续推出，有望带动物价水平明显改善，消费板块弹性值得重视。 兴全组队增持中宠股份 在近期消费板块回暖的带动下，Wind数据显示，截至2月10日，今年以来，泡泡玛特股价涨超40%，老铺黄金股价涨超20%。 公募提前埋伏传统消费板块 近期，以AI为首的科技成长板块和有色等贵金属板块进入宽幅震荡区间。随着春节假期临近，传统消费旺季热度逐步攀升，以白酒为首的"老登"消费板块 也迎来了触底反弹。 中宠股份披露的公告显示，截至1月23日，谢治宇管理 ...

（股份代號：9611） 海外監管公告 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Shanghai Longcheer Technology Co., Ltd. 上海龍旗科技股份有限公司 （於中華人民共和國註冊成立的股份有限公司） 本海外監管公告乃由本公司根據香港聯合交易所有限公司證券上市規則第13.10B 條作出。 茲載列本公司在上海證券交易所網站刊登的以下資料中文全文，僅供參閱。 承董事會命 上海龍旗科技股份有限公司 董事長兼執行董事 杜軍紅先生 香港，二零二六年二月十日 於本公告日期，董事會成員包括(i)執行董事杜軍紅先生、葛振綱先生、關亞東先 生及覃艷玲女士；及(ii)獨立非執行董事沈建新博士、楊川先生及牛雙霞博士。 上海龙旗科技股份有限公司 2026 年第一次临时股东会会议资料 证券代码：603341 证券简称：龙旗科技 上海龙旗科技股份有限公司 2026 年第一次临时股东会 会议资料 二〇二六年三月 上海龙旗科技股份有限公司 2026 ...

The media company, which is pursuing a hostile bid for Warner, also said it complied with Justice Department request for information about its proposed deal. ...

Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer looked at recently. Cramer explained why the company’s stock declined recently, as he remarked: That same night, we heard from Microsoft, and the market was not amused. Mr. Softee’s Azure cloud unit saw a deceleration of its revenue growth in part because they were sending essential NVIDIA chips to other parts of the business, including Copilot, so they couldn’t keep up with the Azure demand. Meanwhile, Copilot doesn’t seem to have much d ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer looked at recently. Cramer highlighted the market reaction after the company’s earnings, as he said: That same night, we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was hi ...

Core Insights - Apple Inc. reported a strong quarterly performance, highlighted by impressive iPhone sales and significant improvements in the Chinese market, which had previously been a weak area for the company [1] - The company provided optimistic gross margin guidance for the upcoming quarter, indicating resilience against high memory prices [1] Group 1: Financial Performance - Apple achieved "blowout" iPhone sales during the last quarter [1] - The company experienced "staggeringly good" numbers from China, marking a turnaround in a previously underperforming region [1] - Strong gross margin guidance suggests that Apple is managing costs effectively despite potential challenges from high memory prices [1] Group 2: Strategic Positioning - Apple has strategically avoided excessive spending on AI and data centers, which may position the company favorably compared to competitors that have invested heavily in these areas [3] - The company's product ecosystem includes a range of devices such as iPhones, Macs, iPads, and wearables, supported by services like AppleCare and cloud tools [3]

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Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer looked at recently. Cramer noted that the stock was “due for a breather,” as he remarked: This week, two members of the Mag Seven reported, Alphabet on Wednesday night, and Amazon last night. And with both of these, Wall Street focused on their massive CapEx forecast. That’s what they said. Alphabet plans to spend $175 to $185 billion, when the analysts expected just $116.5 billion… Initially, it looked like Alphabet might get away with this hug ...