中航协意见稿：国内航班不得付费选座 为引导公共航空运输企业合理制定选座服务产品，切实保护旅客合法权益，1月29日，中国航空运输协会发布《公共航空运输企业航班预留座位规则（征 求意见稿）》（以下简称：意见稿），旨在规范航司行为、提升信息透明度、满足各类旅客需求。其中拟规定：国内航班经济舱免费可选座位比例最低为 70%，国际及地区航班经济舱免费可选座位比例最低为65%。付费预留座位，即旅客通过支付费用方式可选择的座位，仅限国际及地区航班，国内航班不 准许开展付费选座。 意见稿将经济舱座位分为"免费可选座位""预留座位"两类。"预留座位"又分为"运行保障性预留座位""增值服务性预留座位"（含权益 类预留座位、付费预留座位）。其中："运行保障性预留座位"通常不提供线上提前免费选择，其释放由运行部门根据航班实际保障情况进行控制。付费预 留座位仅限国际及地区航班。 使馆回应中国博士生意大利失联：正敦促警方搜救 有银行积存金业务活期利率降至0 1月29日，现货黄金强势拉升，突破每盎司5500美元关口，延续近日的上攻态势。金价持续上涨也引发银行接连调整积存金业务。近日，两家银行均发布 公告，调整积存金业务定存利率，有银行活期 ...

美股开盘，三大指数涨跌不一，纳指跌0.11%，标普500指数涨0.18%，道指涨0.08%。 微软跌超9%，Q2云业务收入增速放缓，资本支出猛增66%再度引发市场担忧。 Meta涨超10%，上季业绩及营收指引均超预期，广告业务表现强劲。 特斯拉涨1.5%，官宣停产Model S/X转向机器人业务，计划本季度发布第三代Optimus。 IBM涨超7%，Q4业绩超预期，净利润大增92%，AI业务累计订单额突破125亿美元。 (格隆汇) ...

Group 1 - The core viewpoint of the news highlights the positive performance of the Robot 50 ETF and its constituent stocks, indicating a growing interest and investment in the robotics sector [1] - The Robot 50 ETF has seen a recent increase of 1.72%, with significant gains in constituent stocks such as Top Group (up 7.19%), Liyuanheng (up 6.56%), and Aisidun (up 5.49%) [1] - There has been a net inflow of 23.9466 million yuan into the Robot 50 ETF, with a total of 71.3719 million yuan accumulated over the last five trading days, indicating strong investor interest [1] Group 2 - Elon Musk announced during a conference call that the third-generation Optimus robot is expected to be released in Q1 2026, with a production line capable of manufacturing one million units per year set to begin operations by the end of 2026 [1] - Domestic humanoid robot companies are rapidly launching new products and securing significant orders, marking a shift towards commercial application in certain industrial sectors [1] - The report from Guotai Junan Securities emphasizes the need to monitor short-term fluctuations in industry sentiment driven by events, while long-term focus should be on the entire supply chain with more certainty [1]

Core Views - The recent decline in bank stocks has led to a focus on investment opportunities in technology-themed stocks, with semiconductor and consumer electronics sectors showing strong performance [2][3][19] - The A-share market is experiencing a divergence, with the Shanghai Composite Index facing short-term corrections while the ChiNext and Shenzhen Composite indices remain strong [2][19] - The macroeconomic environment presents challenges for banks, including reduced credit demand and pressure on net interest margins, leading to a potential short-term decline in bank stock performance [2][16] Market Overview - On the last trading day, the three major indices opened high but showed divergent trends, with the Shanghai Composite Index turning negative while the ChiNext and Shenzhen Composite indices remained positive [5][6] - The overall market sentiment was mixed, with approximately 60% of stocks closing in the green, indicating that funds flowing out of the banking sector are being reinvested in more elastic technology growth areas [3][19] - The total trading volume across the two markets was 1.54 trillion yuan, suggesting a relatively strong market performance despite the index adjustments [17] Investment Opportunities - Three main investment themes are highlighted: 1. Focus on companies with better-than-expected mid-year performance as the reporting season approaches [4][17] 2. Technology sectors such as robotics, AI, semiconductors, and digital economy (including digital currency) are recommended for low-cost entry, with caution advised against speculative investments [4][17] 3. Look for rebound opportunities in sectors like new energy and brokerage firms during market corrections [4][17] Sector Performance - The metals sector, particularly non-ferrous metals, has shown significant gains, driven by expectations of increased demand from the digital economy and energy transition [8][10] - Digital currency stocks have experienced volatility but remain a focus due to favorable regulatory developments in both domestic and international markets [9][11] - The new energy sector, particularly solid-state batteries, is gaining traction with advancements in technology and increasing demand for sustainable energy solutions [10][12] Financial Sector Insights - The banking sector has seen a pullback after a period of strong performance, with high dividend yields attracting conservative investors [14][16] - The brokerage sector is benefiting from policy support and market reforms, with expectations of continued growth in trading volumes and investment activities [13][14] - The military and aerospace sectors are also active, with ongoing government support and geopolitical tensions potentially driving future growth [12][14]