□四川日报全媒体评论员 朱炜琳 "群发拜年文案""集五福""红包封面"是科技与春节结合的经典记忆，今年春节，用AI生成海报、 贺卡、短视频拜年又成热潮。AI应用不再是少数人的尝鲜体验，它以易上手的特质，让过去常常 带着"高冷滤镜"的新技术，走入寻常百姓家、融入人间烟火。 简单化操作带来了广泛传播，也让技术成为联结亲情友情的新纽带。以前，智能手机的复杂操作 让不少长辈成为"数字旁观者"，年轻人热衷的线上互动与长辈的传统年味似乎隔着一道无形的 墙。而今，AI不再是年轻人的专属新潮，而是长辈也能玩转的"快乐工具"。年过七旬的老人跟着 简单指引，甚至仅用语音输入，就能一键生成带自己照片的拜年海报，发给远方的子女和好友； 年轻人也可以借着教长辈使用AI制作拜年视频的契机，拉近彼此距离。也有不少人直呼，AI治好 了"拜年焦虑"，用更鲜活的视觉元素代替文字版的拜年祝福语，从而化解了"拜年尴尬"。 新技术的价值从来都不在于炫技，而在于服务生活。AI拜年之所以能成为新年俗，正是因为它精 准捕捉了人们对新年仪式感的个性化需求，以朴素又新潮的方式，放大了情感温度。这样既保留 了拜年、送福、团圆的传统内核，又用智能手段让春节的情感表 ...

2026 年 02 月 24 日 假期海外资产上涨，国内消费出行量增，把握春季红 包的两大方向 —策略周报 分析师：杨芹芹 S1050523040001 yangqq@cfsc.com.cn 分析师：孙航 S1050525050001 sunhang@cfsc.com.cn 联系人：卫正 S1050124080020 weizheng2@cfsc.com.cn 最近一年大盘走势 资料来源：Wind，华鑫证券研究 -10 -5 0 5 10 15 20 25 (%) 沪深300 相关研究 1、《ETF 流出风险整体可控，A 股 延续震荡上行》2026-01-26 2、《短期降温不改 A 股上行，关注 产业催化和业绩支撑》2026-01-19 3、《A 股部分情绪指标已处高位， 但尚未极端过热》2026-01-13 投资要点 ▌ 假期要闻与资产表现回顾 宏观热点： 1）美国最高院裁定 IEEPA 紧急关税违法，特朗 普加征 15%临时关税，巴西、中国和印度相对受益。2）美伊 谈判一波三折，伊朗地缘担忧加剧，大宗商品先跌后涨。3） 美国 Q4GDP 远低于预期，核心 PCE 高于预期，滞胀担忧升 温，但仍押注 6 ...

不少原本对科技产品持怀疑态度的老年人也开始尝试接纳这些新事物。年过60的李阿姨，在孩子的耐心 指导下，通过简单的语音指令，开启了与AI软件的互动之旅，她不仅编辑出温馨的春节祝福语发送给 亲朋好友，还在AI软件的指导下，学会了几种新菜品的制作方法，从食材的精心挑选，到烹饪过程中 调料的适量添加，AI软件都给予了详细指导。李阿姨还利用AI软件比较不同商家的商品价格，精心挑 选年货，既节省了开支，又买到了心仪的商品。 李阿姨对记者说："这个AI软件购物真是太方便了。它的商品种类丰富，我只要说出想买什么、给谁 买，它就会给出很多贴心实用的推荐，包括多种选择以及价格、品质等方面的详细介绍，让我能轻松做 出选择。" 对于很多返乡的年轻人来说，他们深知父母在学习操作复杂手机软件时会遇到困难。于是，教会爸妈说 一句简单的"帮我买牛奶"，比教他们操作功能繁多的手机软件要容易得多。 这一简单指令，就像一把神奇的钥匙，打开了老年人便捷购物的大门，带动了老年人用户纷纷尝试"一 句话点外卖"这种新颖购物方式。他们只需说出需求，美味餐食就能很快送到家中，极大地提升了生活 的便利性和幸福感，让生活更加轻松愉悦。 这个春节，最忙碌的并非那些 ...

Group 1 - The article highlights the impact of AI on traditional cultural practices, particularly in the context of Chinese New Year greetings and family interactions [1][3] - AI software has been adopted by older generations, such as the author's parents, to enhance their communication and efficiency in their work related to cultural studies [3][5] - The efficiency of AI tools is praised by cultural scholars, who find that they can organize extensive research materials in seconds, thus transforming their workflow [5][10] Group 2 - The integration of AI in cultural research is seen as a positive development, allowing for a more logical and less fragmented approach to historical analysis [5] - The article discusses the cultural significance of the Wu-Yue region and how AI-generated content is being used in tourism and cultural promotion [5] - There is a recognition that AI may reshape traditional cultural narratives, similar to the impact of blogging in the past, suggesting a dual relationship between technology and cultural storytelling [10]

Summary of Key Points from Conference Call Industry Overview - **Focus on Overseas and Domestic Markets**: The conference discusses the volatility in overseas markets and the potential for a positive outlook in the A-share market during the upcoming Chinese New Year [1][2][3]. Core Insights and Arguments - **Overseas Market Volatility**: There has been an increase in volatility in overseas assets due to macroeconomic narratives, industry pressures, and micro momentum influences. Key upcoming events include non-farm payrolls, inflation data, and software earnings reports [1][2]. - **Cautious Outlook for US Stocks**: The US stock market remains cautious, with a focus on how non-farm payrolls and inflation will impact interest rate expectations. There is a recommendation to wait for reduced volatility before investing in technology rebounds and cyclical recovery [3]. - **US Treasury Focus**: The decline in US Treasury yields is attributed to risk-averse sentiment, with upcoming auctions of 10-year and 30-year bonds being closely monitored [4]. - **Gold Market Strategy**: A long-term positive outlook on gold is maintained, with a recommendation to wait for lower volatility before making investment decisions, particularly around the support level of 4500 [5]. Domestic Market Insights - **Policy Focus on Consumption and Investment**: Domestic macroeconomic strategies are centered on promoting consumption and expanding investment, with increased subsidies for the Chinese New Year consumption season [6]. - **Investment in Infrastructure**: The State Council has emphasized investment in infrastructure, urban renewal, public services, and emerging industries. A recommendation is made to hold stocks through the holiday period, anticipating a "red envelope" effect post-holiday [7]. - **A-Share Market Strategy**: The A-share market is expected to see a higher probability of gains in the days leading up to and following the Chinese New Year, with suggested balanced allocations across technology rebounds, cyclical price increases, and low-position recoveries [7]. Market Performance and Sentiment - **Market Review**: The overall A-share index experienced fluctuations, with micro-cap stocks showing strong performance while larger indices like the ChiNext and CSI 500 faced declines. Sectors such as food and beverage, personal care, and electricity showed gains, while materials and electronics lagged [8]. - **Trading Activity**: There was a significant decrease in trading activity in the A-share market, with average daily turnover and turnover rates declining. The concentration of trading in sectors like communication and electricity has increased [9]. - **Investor Sentiment**: Domestic panic sentiment has slightly decreased, while overseas sentiment continues to rise. The overall market sentiment is expected to improve marginally, leading to a potential rebound in the A-share market before the Chinese New Year [10][13]. Fund Flows - **Domestic Fund Flows**: Public fund issuance has slowed, with net outflows from ETFs returning to normal. There is a notable shift in allocations towards sectors like securities and real estate, while reducing exposure to materials [11]. - **Foreign Fund Activity**: Northbound trading activity has shown signs of recovery, with a focus on electronic and communication sectors. The overall bull market indicators suggest that after adjustments, risks have been released, and a positive outlook for the A-share market is anticipated [12].

科技革命的浪潮正以前所未有的速度席卷全球。人工智能、大数据、物联网、大模型等前沿科技，正在 深刻改变我们的生活方式、生产方式乃至国家治理体系。然而，在创新的璀璨光芒背后，也潜藏着一个 重要风险——数据泄露。它可能瞬间让个人隐私荡然无存，让核心资产灰飞烟灭，让商业机密付诸东 流，更让国家安全暴露于未知的风险之中。面对这场危机，筑牢科技安全防线，已不仅是技术命题，更 是关于未来生存与发展的根本保障。 数据安全再敲警钟 从缓存漏洞导致敏感信息"裸奔"，到数据库失护引发海量数据外泄，亦或是钓鱼网站层出不穷疯狂收割 用户。近年来有多起公开案例显示，面对数字时代的"暗礁密布"，数据安全防护刻不容缓。 2023年3月，因后端缓存漏洞，某境外AI软件服务中断数小时，大量付费用户的聊天标题与历史记录、 银行账户信息、电子邮件地址等信息遭到泄露； 2025年2月，某物联网公司因数据库未加保护，导致该数据库中包括Wi-Fi密码、设备ID、电子邮箱地址 在内的数亿条记录遭到泄露； 截至2025年2月，仿冒DeepSeek的钓鱼网站已超过2000个，此类仿冒网站利用相似域名和界面误导用 户，以此传播恶意软件、窃取个人信息或骗取订阅费用 ...

记者从国家安全部了解到，科技革命的浪潮正以前所未有的速度席卷全球。人工智能、大数据、物联网、大模型等前沿科技，正在深刻改变我们的生活方 式、生产方式乃至国家治理体系。然而，在创新的璀璨光芒背后，也潜藏着一个重要风险——数据泄露。它可能瞬间让个人隐私荡然无存，让核心资产灰 飞烟灭，让商业机密付诸东流，更让国家安全暴露于未知的风险之中。面对这场危机，筑牢科技安全防线，已不仅是技术命题，更是关于未来生存与发展 的根本保障。 数据安全再敲警钟 从缓存漏洞导致敏感信息"裸奔"，到数据库失护引发海量数据外泄，抑或是钓鱼网站层出不穷疯狂收割用户。近年来有多起公开案例显示，面对数字时代 的"暗礁密布"，数据安全防护刻不容缓。 2023年3月，因后端缓存漏洞，某境外AI软件服务中断数小时，大量付费用户的聊天标题与历史记录、银行账户信息、电子邮件地址等信息遭到泄露； 2025年2月，某物联网公司因数据库未加保护，导致该数据库中包括Wi-Fi密码、设备ID、电子邮箱地址在内的数亿条记录遭到泄露； 截至2025年2月，仿冒DeepSeek的钓鱼网站已超过2000个，此类仿冒网站利用相似域名和界面误导用户，以此传播恶意软件、窃取个人信 ...

●刘霞 随着技术快速迭代，人工智能（AI）已悄然登台成为流行文化舞台上的主角之一。从奥斯卡颁奖礼的 争议到音乐榜单上"不存在"的歌手，再到由代码编织的新偶像，AI正在重新定义技术与艺术的边界。美 国《纽约时报》在近日的报道中，列出了AI悄然重塑美国流行文化的几个标志性事件。 修改演员口音引争议 2025年年初，电影《野兽派》成为奥斯卡颁奖季的焦点。这部讲述匈牙利犹太建筑师在战后重建人生的 史诗之作广受赞誉。主演阿德里安·布罗迪更凭此片摘得奥斯卡最佳男主角奖。 然而，一场风暴悄然酝酿。影片制作方承认，他们借助AI软件，对主演的口音进行了增强，让英语对 白中流淌出更地道的匈牙利语韵律。消息曝光于奥斯卡颁奖前夕，立刻引发热议：这是技术创新，还是 对表演真实性的背叛？ 美国电影艺术与科学学院迅速回应称，使用数字工具既不加分，也不减分。美国南加州大学电影学者霍 莉·威利斯则认为，电影本就是层层"伪造"的艺术，灯光、调色、混音，每一项都是修饰，无须苛责 AI。 AI音乐登上排行榜 同样在去年，VelvetSundown乐队横空出世，其短短数周内便在Spotify上收获了超百万播放量。 但其并非一支真正的乐队，而是"由人类 ...

Group 1 - The core viewpoint of the article emphasizes that the AI industry is a healthy and self-consistent sector, and investment strategies should focus on understanding the internal logic and stages of industry development rather than merely assessing valuation or potential bubbles [3][8] - The AI industry is still in its early stages of development, with significant changes in real life and work yet to be fully realized. The complete industrial chain of AI has a long way to go, from infrastructure to model capabilities and full integration into social production and life [4][9] - Investment opportunities in AI are not easy to find, requiring investors to have a deep understanding of the industry and the ability to anticipate future investment pain points to build a competitive investment portfolio [4][9] Group 2 - There are significant differences in investment logic between AI hardware and software. The classic framework of "three years for hardware, three years for software, and three years for business models" applies, but the current hardware cycle may exceed previous ones [4][9] - While there is optimism about the growth of AI applications, finding investment opportunities within applications is challenging due to the need for correct direction and strong execution, as well as higher uncertainty in business models and competitive landscapes [4][9] - Investors should focus on in-depth research of industry trends rather than short-term valuation fluctuations. The key to long-term returns lies in identifying companies that can achieve sustainable business monetization [5][9]

Core Viewpoint - The A-share market is expected to maintain an upward trend in 2026, with significant structural opportunities in sectors such as AI, robotics, innovative pharmaceuticals, solid-state batteries, and new consumption [1][4]. Market Performance - The A-share market has shown strong performance at the beginning of 2026, with the Shanghai Composite Index rising above 4100 points and trading volume exceeding 3 trillion yuan for four consecutive trading days [1][4]. - Despite some adjustments in the market, the overall bullish sentiment remains, supported by a relatively loose liquidity environment and strong expectations for market performance [4]. Investment Strategy - The investment strategy for 2026 will focus on systematic tracking and assessment of industry trends, identifying sectors with upward momentum and explosive potential [4][5]. - Investors are encouraged to maintain a broad perspective and avoid being fixated on specific sectors, emphasizing the importance of evaluating future industry trends and making decisions based on comparative analysis [4][5]. Sector Focus - Key sectors to watch include: - **AI Industry**: The AI sector is expected to continue its growth, with applications in AI software and healthcare showing significant gains [5]. - **Robotics**: The robotics sector is in the early investment stage, with a focus on the mass production capabilities of Tesla's robotics supply chain [5]. - **Innovative Pharmaceuticals**: This sector is anticipated to benefit from supportive policies, with potential for significant market growth and profitability [5]. - **Solid-State Batteries**: Positioned on the brink of commercialization, breakthroughs in this technology could present ongoing investment opportunities [5]. - **New Consumption**: Expected to gain traction as the macroeconomic environment stabilizes, this sector is also a key area of focus [5]. Economic Context - The macroeconomic environment in 2026 is characterized by supportive policies and a focus on high-quality development, which is crucial for the healthy growth of the capital market [4][6]. - The ongoing transformation of external pressures into opportunities for comprehensive reform is seen as a driving force for the capital market's development [4][6].