春节过完了，红包收好了，该想想马年投资怎么布局了。节后流动性回暖、风险偏好提升，成长或仍是主线。今天，这只"不一样"的成长宽基——富国核 心动力（A类026710/C类026711）重磅首发。 富国核心动力拟由爱调研、会选股的"景气捕手"吴栋栋执掌。他不仅拥有"产业+金融"复合背景，更凭借一套"自上而下抓景气、自下而上挖个股"的方 法。据了解，富国核心动力这只基金不押注单一赛道，而关注AI、机器人、商业航天这些"鱼多的地方"，争取提前下网，力求在变化的市场中持续捕捉超 额收益。 选择在这个时点推出富国核心动力，背后正是对市场节奏与产业周期的双重考量。这并非一只主题狭窄的行业基金，而是一只定位清晰的成长风格宽基 ——股票仓位60%-95%，横跨A股与港股，拟由基金经理吴栋栋管理。 在产业升级与科技创新的浪潮中，寻找并投资那些能驱动增长的"核心动力源"。对于希望布局多元成长、又不愿被单一赛道束缚的投资者而言，这样的产 品设计，或许正契合了"一年之计在于春"的布局思路。 二、吴栋栋：从机械工程师到"景气捕手"的进化之路 一只基金能否行稳致远，基金经理是灵魂。执掌这只新品的吴栋栋，拥有一个不太典型的履历：他并非金融科 ...

国家统计局发布数据：1月份，居民消费价格指数（CPI）环比上涨0.2%，同比上涨0.2%，传递出消费 需求持续修复、市场潜力稳步释放的积极信号，彰显出我国消费市场的强劲韧性与内生动力。 1月份，核心CPI环比上涨0.3%，为近6个月最高。核心CPI温和上涨，叠加CPI连续多月环比正增长，充 分印证了国内消费市场持续恢复向好的趋势。 核心CPI指的是，剔除食品和能源价格后的CPI指标，覆盖家电、服装、家政服务、医疗等。核心CPI受 短期意外因素影响较小，其价格变化更能反映国内消费需求端的整体变化趋势。 黑河市年货大集吸引众多市民前来选购年货。邱齐龙摄 1月CPI同比细微的数据变化，体现在市场的每一处细节中。节前备货需求，带动农副食品等行业价格 上涨；文旅需求释放，拉动飞机票、旅行社收费等出行相关服务价格环比攀升；假期经济来临，推动文 娱等生活服务消费持续升温。这些亮点背后，是居民消费信心的提升，更是超大规模市场优势的充分显 现。 核心CPI的稳健表现成为消费回暖的"晴雨表"。相信随着宏观政策接续落地、全国统一大市场建设稳步 推进，居民就业和收入预期不断改善，内需潜力将进一步释放。 CPI同比温和上涨，是多重积极 ...

Core Insights - The core Consumer Price Index (CPI) in the U.S. increased by 0.3% in January compared to December, marking the smallest year-over-year increase since 2021 [1] - The slight rise in inflation is attributed to price increases in airfare, personal care, entertainment, medical services, and communications [1] - Conversely, prices for used cars, trucks, household goods, and auto insurance experienced declines [1]

Core Viewpoint - Desheng Technology (002908) anticipates a significant decline in net profit for 2025, projecting a decrease of 41.11% to 58.78% due to substantial upfront investments in AI business expansion, with economic benefits yet to be fully realized [1][2]. Performance and Operational Situation - The company forecasts a net profit attributable to shareholders ranging from 8.4 million to 12 million yuan for 2025, reflecting a year-on-year decline of 41.11% to 58.78% [2]. - The primary reason for this performance change is the ongoing acceleration in AI technology-enabled business, which has required considerable investment in research and development, product iteration, and market cultivation [2]. Strategic Advancement - The company emphasizes that 2026 will be a critical year for deepening its AI business layout, focusing on its role as a social security card service provider and expanding the commercialization of AI applications in public administration, healthcare, and employment sectors to drive revenue growth [3].

Core Viewpoint - Flex (伟创力) has shown a fluctuating rebound in stock price over the past seven trading days, with a cumulative increase of 9.28% and a volatility of 15.37%, indicating market sensitivity to recent events [1] Financial Performance - For the third quarter of fiscal year 2026, Flex reported revenue of $20.437 billion, a year-on-year increase of 5.26%, and a net profit of $630 million, reflecting a 2.27% growth. This steady growth is primarily supported by demand in high-reliability solutions in the medical and automotive sectors [2] Recent Events - On February 10, 2026, Flex Computer (Suzhou) Co., Ltd. was awarded the "Outstanding Supplier of the Year 2025" by Changan Ford, highlighting its delivery capabilities and customer recognition in the automotive electronics manufacturing sector. Additionally, a recruitment report on February 8 indicated that despite an overall decline in hiring within the manufacturing sector, Flex has seen an increase in its recruitment ranking, indirectly reflecting business resilience [3] Institutional Perspectives - In February 2026, 13 institutions issued ratings for Flex, all recommending buy or hold, with an average target price of $75.44. Earnings forecasts indicate a projected year-on-year increase of 41.18% in earnings per share for the first quarter of 2026, along with a 4.13% increase in revenue, reflecting analysts' optimistic expectations regarding growth drivers in AI data centers and automotive electronics [4]

Core Viewpoint - Bosnia's consumer price index (CPI) increased by 0.1% month-on-month and 4.1% year-on-year in December 2025, indicating ongoing inflationary pressures in the economy [1] Group 1: Month-on-Month Changes - Prices for food and non-alcoholic beverages rose by 0.2% [1] - Alcoholic beverages and tobacco prices increased by 0.3% [1] - Housing and utility costs went up by 0.7% [1] - Hotel and restaurant services saw a 0.4% increase [1] - Clothing and footwear prices decreased by 2% [1] - Transportation costs fell by 0.6% [1] Group 2: Year-on-Year Changes - Food and non-alcoholic beverages prices increased by 5.3% [1] - Alcoholic beverages and tobacco prices rose by 4.1% [1] - Housing and utility costs increased by 7.3% [1] - Hotel and restaurant services experienced a 7.8% rise [1] - Education costs went up by 3.1% [1] - Medical expenses increased by 4.7% [1] - Clothing and footwear prices saw a significant decline of 7.8% [1]

Core Viewpoint - Venezuela's interim president announced that some funds frozen due to U.S. sanctions are being unfrozen and will be used for social investments [1] Group 1: Fund Utilization - The unfrozen funds will be used to procure medical, electricity, and natural gas equipment from various countries, including the U.S. [1] - Venezuela has established two social funds: one for meeting the people's needs in income, education, healthcare, and food security, and another for investments in electricity, water, roads, and other social services and infrastructure [1] - The unfrozen funds will also flow into these two social funds [1]

Core Viewpoint - YXTT (One Heart Hall) is actively integrating various services such as medical care, rehabilitation, nursing, elderly care, and health management to expand its business boundaries and build a health and wellness ecosystem in response to supportive tax policies for community family services [1] Group 1 - The six departments have issued tax and fee preferential policies aimed at supporting the development of community family service industries, including elderly care, childcare, and housekeeping [1] - YXTT is currently advancing its community and home-based elderly care business as part of its strategic initiatives [1]

Core Viewpoint - The main theme of the "Sina Finance 2025 Conference and the 18th Golden Unicorn Forum" is to reshape growth paradigms and create future prosperity, emphasizing the importance of consumption in driving economic growth [1][2]. Consumption Structure - The current issue of "insufficient demand" in China is primarily attributed to "insufficient consumption demand," with China's consumption as a percentage of GDP being approximately 20 percentage points lower than the global average, which is referred to as a "structural deviation" [3][5]. - To address this gap, it is essential to not only consume domestic products but also to increase consumption of foreign products and services, thereby enhancing the internationalization of consumption [3][5]. - Consumption focused on developmental areas such as education, healthcare, elderly care, and cultural sports entertainment is considered both consumption and investment, as investing in people supports human capital and innovation [3][5]. Economic Growth Focus - The importance of consumption in driving economic growth has shifted, with a current and future emphasis on consumption rather than investment as the primary means of stabilizing growth [3][5].

Group 1 - The core business of the company is focused on semiconductor RF power supplies, medical applications, and communication industries [1] - The company has some applications in the aerospace sector, but this currently represents a low proportion of overall business [1] - The company is steadily advancing its future strategic layout in accordance with its overall development plan [1]