Di Yi Cai Jing
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软件半导体板块反弹!甲骨文劲升9.6%,标普逼近7000点,白银暴涨8%原油尾盘拉升
Di Yi Cai Jing· 2026-02-09 22:58
纳斯达克中国金龙指数涨0.12%。 *三大股指收涨,道指连续第二天站上50000点; *中长期美债收益率走低,10年期美债跌破4.20%; *甲骨文大涨近10%,戴维森投行上调公司评级至买入。 周一美股全线上涨,科技股企稳回升,投资者静待新一轮关键数据出炉。截至收盘,道指涨20.20点, 涨幅0.04%,报50135.87点,纳指涨0.90%,报23238.67点,标普500指数涨0.47%,报6964.82点。 软件公司在上周经历惨痛下跌后收复部分失地,标普500软件服务指数上涨1.07%。此前市场担忧人工 智能的快速发展可能加剧行业竞争并压缩利润率,导致该板块股价大幅下挫。 | 道琼斯工业平均 | 纳斯达克 | 标普500 | | --- | --- | --- | | 50135.87 | 23238.67 | 6964.82 | | +20.20 +0.04% +207.46 +0.90% +32.52 +0.47% | | | 【热门股表现】 零售巨头克罗格涨3.85%,该公司任命沃尔玛前高管格雷格・福兰为首席执行官。 纳斯达克中国金龙指数涨0.12%,百度涨0.71%,网易涨0.50%,拼多多涨0 ...
壹快评|印度飞饼师傅成“外籍专家”,“只是经办单位”不该当作免责金牌
Di Yi Cai Jing· 2026-02-09 15:33
政府应始终保持对权力的敬畏、对责任的守护,力求不负人民之托。 近日,湖南邵阳两名印度籍飞饼师傅被认定为"外籍专家"并获补助一事引发关注。网友和媒体纷纷质 疑,当地对"外籍专家"的认定标准存在偏差,对财政资金的使用存在随意性。这方面的讨论已较为充 分,在此不做赘述。引起笔者注意的是,当地相关部门回应媒体时说的一句话。 据报道,两名飞饼师傅来自邵阳市下辖邵东市的两家餐饮公司。邵东市科技和工业信息化局回应,确实 发放了相关补助,但外籍专家的认定及款项来源均由邵阳市科技局负责,"我们只是经办单位,也在等 待邵阳市科技局的答复"。 翻译过来大概是这个意思:这事不要问我,我们只是干活的,有问题找我们上级单位去。 乍一听,似乎有些道理——决定是上面做的,钱是上面拨的,任务交办下来,作为下级单位,难道不去 执行落实?既然执行层面没打折扣,那么,出了岔子就该由决策层面负责,不关本部门本单位的事。 类似说辞,相信大家很耳熟。现实中,在一些群众理解度、接受度不高的政策、指令执行过程中,对于 老百姓的质疑,执行者常常以"三段论"答复:"上面要求的""我只负责执行""有问题找领导"。然而,常 听、常见不代表合理,仔细分辨这"三段论"的 ...
国际油价走高
Di Yi Cai Jing· 2026-02-09 15:04
Core Viewpoint - WTI crude oil futures increased by 1%, reaching $64.232 per barrel, while Brent crude oil futures also rose by 1%, reaching $68.751 per barrel [1][1]. Group 1 - WTI crude oil futures saw a price increase of 1% [1] - Brent crude oil futures experienced a similar price increase of 1% [1] - Current prices for WTI and Brent crude oil are $64.232 and $68.751 per barrel, respectively [1][1]
公司互动丨这些公司披露在光伏、商业航天等方面最新情况
Di Yi Cai Jing· 2026-02-09 14:33
Group 1: Robotics - Yingzi Network's revenue from intelligent service robots is relatively small [1] Group 2: Photovoltaics - Nanfang A has the capability to produce 9-11N polycrystalline silicon, primarily for the solar photovoltaic industry [1] - Zhongli Group's photovoltaic business has not yet involved space photovoltaic fields [1] - Sungrow Power has not yet engaged in space photovoltaic products [1] Group 3: Batteries - Shuanghuan Technology's sodium-ion battery cathode material pilot base has recently produced its first batch of products [1] Group 4: Commercial Aerospace - Juguang Technology does not have products applied in the commercial aerospace field [1] - Fengmao Co. has not made substantial progress in business expansion within the commercial aerospace sector [1] Group 5: Other Developments - Xinyi Semiconductor's 1.6T optical module products have achieved mass delivery and are in the process of increasing production capacity [1] - China Merchants Shekou has engaged in duty-free business with positive results, covering duty-free services for high-speed passenger ships on Hong Kong-Macau routes and outbound ports [1] - Wanda Film has invested in and produced the film "Fast and Furious 3," scheduled for release during the Spring Festival [1] - Dalian Electric Porcelain's Jiangxi company has a production plan for 2026 that is nearly full [1] - iFlytek's brain science research is still in the exploratory stage, with the company maintaining attention and appropriate investment [1] - Jingyan Technology's Vietnam operations have commenced and received the first batch of orders [1] - Haiguang Information's business layout has not yet involved TPU chips [1] - Haohua Technology has not yet achieved mass production of trifluoromethanesulfonic lithium [1]
最长春节档要来了:下沉市场和女性观众成电影必争之地?
Di Yi Cai Jing· 2026-02-09 14:05
Group 1 - The upcoming 2026 Spring Festival holiday will last for nine days, with eight films already scheduled for release, indicating a shift from a "one strong and many strong" pattern to a "multi-strong competition" [1] - The Ministry of Commerce has launched the "Happy New Year Shopping" campaign to encourage local governments to provide viewing discounts during the Spring Festival, which may lead to unexpected box office hits in a market with low expectations [1] - Lower-tier cities have significantly influenced the Spring Festival box office landscape, with third and fourth-tier cities contributing over half of the box office for three consecutive years [1] Group 2 - The analysis from Lighthouse AI indicates that to gain an advantage in the competitive landscape of the 2026 Spring Festival, films must not only have high quality and clear genre positioning but also effectively reach the decision-making chain led by mature women in families [2] - The competition for the 2026 Spring Festival has shifted from single blockbuster hits to systematic operations, emphasizing the importance of synergy in content, marketing, and user insights for success in this nationwide viewing event [2]
高德打车被约谈!降抽成要兑现 订单抽成不能层层加码
Di Yi Cai Jing· 2026-02-09 13:57
去年9月,娄底市交通运输局集中约谈网约车及聚合平台,要求平台从约谈之日起稳妥清退不合规车 辆,不得新接入非法网约车,停止向不合规车辆派单,停止低于成本价派单等恶意竞争行为。 2025年以来,昆明、六安等地先后发布了《网络预约出租汽车经营服务管理实施细则》,其中也提到要 求聚合平台对服务过程中发生的安全事故,承担先行赔付责任,不得以任何形式向乘客及驾驶员转移运 输服务风险。 2月9日,据交通运输部微信公号,交通运输新业态协同监管部际联席会议办公室近期对高德打车进行了 约谈。约谈指出了高德打车对合作网约车平台管理不到位、压低运价、应急处置不当等突出问题。 约谈同时对高德提出多项要求,包括认真落实降抽成(收费)公开承诺、防止订单层层转卖和层层抽 成、依法落实首问负责和先行赔付责任以及强化运营安全监管等。 对此,高德打车表示,将严格落实约谈要求,汲取教训,补齐短板,举一反三,全面整改。 监管部门近期密集约谈聚合平台。1月29日,广州市交通运输局召开网络预约出租汽车聚合平台专项约 谈会议,通报了当前部分聚合平台存在的未严格履行核验义务、数据上传质量差、合作网约车平台订单 合规率有待提升等问题。 对此,网经社电子商务研究 ...
高德打车被约谈!降抽成要兑现,订单抽成不能层层加码
Di Yi Cai Jing· 2026-02-09 13:52
聚合平台的订单规模在逐步提高,但在市场秩序方面仍有较多问题。 2月9日,据交通运输部微信公号,交通运输新业态协同监管部际联席会议办公室近期对高德打车进行了约谈。约谈指出了 高德打车对合作网约车平台管理不到位、压低运价、应急处置不当等突出问题。 约谈同时对高德提出多项要求,包括认真落实降抽成(收费)公开承诺、防止订单层层转卖和层层抽成、依法落实首问负 责和先行赔付责任以及强化运营安全监管等。 从趋势看,聚合平台的订单规模在逐步提高,但在市场秩序方面仍有较多挑战。 一方面是聚合平台的合规率引发关注。网约车监管信息交互系统发布的行业数据显示,聚合平台与自营平台在车辆的合规 率上有较大差异。例如去年12月如祺出行接单车辆的合规率达99.1%,高德打车平台上去年12月接单车辆合规率为69.4%, 环比下降0.5%。 另一方面,聚合平台订单占比逐步提高。据弗若斯特沙利文的资料,通过聚合平台履行的网约车订单占比由2019年的7.0% 增至2024年的31.0%,预计到2029年将进一步增加至53.9%。 中小平台对于聚合平台的依赖在加深。威盛时代招股书显示,高德是其最大的聚合平台服务提供商,2022年、2023年、 202 ...
增减持公告汇总丨这家公司股东拟1亿元—1.5亿元增持股份





Di Yi Cai Jing· 2026-02-09 13:46
Group 1 - The controlling shareholder of Bowei Alloy plans to increase its stake in the company by 100 million to 150 million yuan [1] - The actual controller and directors of Congsheng Co. intend to reduce their holdings by no more than 5% of the company's shares [1] - Yinbei Investment of Senba Sensor plans to reduce its stake by no more than 3% of the company's shares [1] Group 2 - The controlling shareholder and its concerted parties of Liansheng Chemical plan to reduce their holdings by no more than 3% of the company's shares [1] - A shareholder of ST Zhongzhu intends to reduce its stake by no more than 3% of the company's shares [1] - Shareholders of Youde Precision (rights protection) plan to collectively reduce their holdings by no more than 3% of the company's shares [1] Group 3 - Shareholder Finer of Xuantai Pharmaceutical plans to reduce its stake by no more than 2% of the company's shares [1] - A shareholder of Far East Co. intends to reduce its holdings by no more than 1.5% of the company's shares [1] - A shareholder of Zhongzhou Special Materials plans to reduce its stake by no more than 1.4% of the company's shares [1] Group 4 - Qianhai Jin控 plans to reduce its stake in GCL-Poly Energy by no more than 1.01% of the company's shares [1] - The controlling shareholder of Keda Technology intends to reduce its holdings by no more than 1% of the company's shares [1] - Yulong Venture Capital plans to reduce its stake in Haiguo Co. by no more than 0.9965% of the company's shares [1] Group 5 - Shareholders of Lian Technology plan to collectively reduce their holdings by no more than 0.96% of the company's shares [1] - The controlling shareholder of Teda Co. intends to reduce its holdings by no more than 29.38 million shares [1] - The actual controller of Perfect World reduced its stake by 1.247 million shares during a period of abnormal stock fluctuations [1] Group 6 - A shareholder of Tengya Precision plans to reduce its stake by no more than 3.8 million shares [1]
节前揽储大战升级 资金仍偏爱低风险
Di Yi Cai Jing· 2026-02-09 13:41
春节前夕,银行"开门红"揽储竞争再度升温。 第一财经记者统计发现,中小银行主要通过上调特定存款产品的利率来吸引客户,部分农商行的3年期 存款利率已接近2%;大型银行虽未直接提价,却普遍采用送积分、奖励立减金等方式加入揽储竞争。 看似常规的"开门红"揽储背后,实则反映出银行业对2026年定期存款到期资金流向的预判与应对。 针对市场曾出现存款可能流向股市的讨论,但多家机构及业内人士指出,到期资金大概率仍将在银行体 系内循环,并更多流向银行理财、货币基金及保险等低风险资产。当前环境下,银行正通过价格与服务 竞争,提前锁定可能流转的存款。 广发证券宏观分析师钟林楠分析指出,居民收入预期仍面临一定约束,保值增值依旧是大多数储户的核 心诉求。 中小行调利率,大行送积分 临近春节,银行存款价格战隐有升温迹象。 据第一财经不完全统计,2026年以来已有超过10家中小银行先后阶段性上调存款利率。此次利率上调主 要针对特定存款产品、较高起存金额,以及1至3年特定期限,且多集中于农商行、村镇银行等地方中小 机构,部分产品的利率已接近2%。 具体来看,湖南新晃农商银行于1月将3万元及以上整存整取3年期利率上调为1.75%,大额存单1 ...
美国白宫国家经济委员会主任哈塞特:就业人数下降不应引发恐慌
Di Yi Cai Jing· 2026-02-09 13:33
(文章来源:第一财经) 据外媒报道,美国白宫国家经济委员会主任哈塞特表示,就业人数下降不应引发恐慌。 ...