针对市场关切，寒武纪方面公开回应称"暂不清楚股价大跌的具体原因"。此次大跌也拖累整个半导体板 块及科创50指数走弱。有分析认为，估值高企以及市场对AI芯片行业竞争加剧的担忧，或是导致资金 出逃的主因。（第一财经记者 魏中原） 2月3日早盘，寒武纪股价遭遇重挫，跌幅一度扩大至13.38%，截至午市收盘报1082.09元，跌12.88%， 单日市值蒸发近700亿元，创下自2025年9月4日（单日跌14.45%）以来的最大单日跌幅，也是2024年9 月24日以来第二大单日跌幅。这是该公司上市以来罕见的剧烈回调，当前股价较最高点累计回撤约32% ...

Core Viewpoint - The article highlights the serious issue of commercial bribery in the medical sector, emphasizing the need for stringent measures to combat it and protect public health and the integrity of the healthcare system [1][2][3]. Group 1: Cases of Bribery - The National Healthcare Security Administration (NHSA) reported a case involving a hospital director in Shaanxi who illegally accepted 2.72 million yuan in bribes, primarily from orthopedic consumables [1]. - This case is part of a broader trend, with the NHSA exposing multiple instances of bribery in the medical field, indicating a rampant issue that undermines fair competition and increases medical costs [1][2]. Group 2: Nature of Commercial Bribery - Commercial bribery in the medical field distorts prescription rights and interferes with normal medical practices, leading to increased costs for patients and the healthcare system [2]. - The bribery cases reveal a pattern where suppliers offer high rebates to secure contracts, which ultimately inflates product prices and burdens patients and insurance funds [2][3]. Group 3: Systemic Issues and Reforms - The article discusses the systemic issues that allow commercial bribery to persist, including complex interest chains and regulatory loopholes, particularly in high-value consumables and pharmaceuticals [2][3]. - The NHSA has been increasing efforts to combat commercial bribery through administrative and criminal measures, emphasizing the need for comprehensive reforms in the procurement system to reduce incentives for bribery [3][4]. Group 4: Recommendations for Action - To effectively eliminate commercial bribery, a multi-faceted approach is necessary, including strict penalties for both bribers and recipients, improved internal decision-making processes in medical institutions, and enhanced transparency in procurement [4][5]. - The article stresses the importance of enforcing the principle of "joint investigation of bribery and acceptance" and the "dual penalty system" for companies and individuals involved in bribery [4][6]. Group 5: Broader Implications - The prevalence of commercial bribery not only harms public finances but also jeopardizes public health and social equity, as each bribe can lead to unnecessary medical expenses and inappropriate treatment choices [6]. - The ongoing efforts to combat medical commercial bribery are crucial for purifying the industry and safeguarding the health and welfare of the public [6].

内盘遭受的"连锁反应"冲击，何时结束？ 在经历大幅下跌后，国际金银价格在2月3日早盘反弹飘红，国内沪金期货主力合约也有所回弹，跌幅收 窄，但是沪银期货主力合约仍旧大幅下跌。 截至发稿，伦敦现货黄金价格从2月2日最低4402.06美元/盎司，回弹至4700美元/盎司上方，上涨逾 2%；伦敦现货白银价格涨至82美元/盎司上方，上涨近4%。 从国内期货盘面来看，2月3日早盘，沪金期货主力合约开盘大幅拉升，一度飘红，之后又有所回调，截 至发稿跌幅超1%；沪银期货主力合约在2月2日日盘和夜盘连续跌停之后，3日开盘打开跌停，但是仍重 挫，截至发稿跌幅超19%。 国际金银价格反弹，是否意味着回调将结束，内盘遭受到的"连锁反应"冲击是否也将结束？ 对此，华闻期货总经理助理兼研究所所长程小勇对第一财经表示，金银价格回调差不多了，内盘估计也 很快止跌，后续应该以震荡为主，等待新的利多驱动。 "短期来看，金银已完成60日均线回踩，进一步下探风险明显降低，但考虑隐含波动率仍处于高位，震 荡整理或仍是短期主基调。"南华期货贵金属新能源研究组负责人夏莹莹也称。 中信建投期货贵金属首席分析师王彦青则认为，目前还没有结束回调的信号。"应该还 ...

澳洲联储加息25个基点至3.85%，符合市场预期，此前连续3次按兵不动。 （文章来源：第一财经） ...

Core Insights - The article highlights the significant number of companies facing delisting risks due to poor financial performance, with only 24% of ST stocks showing positive results [1][2] - A total of 178 ST stocks were analyzed, with 118 continuing to incur losses, indicating a concerning trend in the market [2][3] Group 1: Financial Performance of ST Stocks - Among the 178 ST stocks, 118 reported continued losses, while only 33 managed to turn a profit, and 12 reported first-time losses [2] - The largest projected loss comes from ST Chenming, with an estimated loss of 8.2 billion to 8.8 billion yuan, marking its third consecutive year of losses totaling 16.9 billion yuan [2][3] - ST Keli Da expects a net loss of 160 million to 200 million yuan for 2025, a drastic decline of 1964.13% to 2430.16% compared to the previous year [3] Group 2: Delisting Risks - Several companies, including ST Yanshi and ST Jinglun, have triggered financial delisting indicators, with ST Yanshi expected to have an operating income below 300 million yuan for 2025 [4] - ST Jinglun anticipates a negative net profit for 2025, with its stock facing potential delisting risks due to financial performance [4][5] - Audit firms have indicated that some ST stocks may receive non-standard audit opinions, further increasing delisting risks [4] Group 3: Recovery Efforts - Some ST stocks are attempting to recover through restructuring and asset sales, with ST Jinke projecting a turnaround with a net profit of 30 billion to 35 billion yuan for 2025 after completing a restructuring plan [6] - ST Songfa expects a net profit of 2.4 billion to 2.7 billion yuan for 2025, following a significant asset restructuring that shifted its business focus [6][7] - ST Weir has also seen positive impacts on its performance through strategic asset acquisitions and divestitures, projecting a net profit of 19 million to 22 million yuan [7]

Group 1 - The stock price of domestic AI chip company Cambricon fell over 13%, with its market value dropping below 460 billion yuan [3] - Other AI chip companies also experienced declines, with Moer Technology down over 5%, Haiguang Information down over 3%, and Muxi Co. down 6% [3] Group 2 - Cambricon's trading volume was reported at 160,200 shares, with a 5-day moving average (5PMA) of 1,602.44 [1] - Moer Technology had a trading volume of 27,050 shares, with a 5PMA of 985.31 [1] - Haiguang Information's trading volume was 67,160 shares, with a 5PMA of 320.74 [1]

湖北襄阳市卫健委发布情况通报：2月3日上午，媒体报道我市存在精神病院违规收治患者、涉嫌套取医保资金等问题后，我市高度重视，立即成立工作专 班，在全市开展起底式排查调查，一旦核实相关问题将依法从严从速处理。 （文章来源：第一财经） ...

（文章来源：第一财经） 据Mysteel数据显示，今日MMLC电池级碳酸锂（早盘）价格较昨日上涨5050元/吨，中间价报146600元/ 吨。 ...

积极支持智能网联新能源汽车、海洋经济、低空经济、航空航天、卫星互联网等产业发展。 报告表示，今年要深化国际经济中心建设。聚焦建设现代化产业体系，持续巩固壮大实体经济根基，在 石化、钢铁等行业持续开展数智技术、绿色技术改造和产线升级，在集成电路、生物医药、人工智能等 领域加快实施一批重大产业项目，积极支持智能网联新能源汽车、海洋经济、低空经济、航空航天、卫 星互联网等产业发展，培育特色数字产业集群，大力推动服务业扩能提质、集聚发展。 据上观新闻，上海市第十六届人大四次会议2月3日上午在世博中心开幕。上海市市长龚正作《政府工作 报告》。 ...

据上观新闻，上海市第十六届人大四次会议2月3日上午在世博中心开幕。上海市市长龚正作《政府工作 报告》。 引进国家级和市级海外高层次人才1630人。 报告显示，2025年，上海大力推动科技创新，推进在沪国家实验室高质量建设，完善科技领军企业、高 成长企业支持政策，优化中试平台布局，新建7家高质量概念验证平台和6家高质量孵化器，一大批科技 成果加快转化和产业化，技术合同成交额达到6496.8亿元、增长24.9%，全市日均新增科技企业超过320 家。深入推进高水平人才高地建设，建立超常规快速引才机制，完善高潜力青年科技人才发现培养、出 入境便利"服务包"、事业单位科研人员创新创业等政策，新集聚海内外人才近15万人，引进国家级和市 级海外高层次人才1630人，人才创新活力竞相迸发。 ...