（文章来源：第一财经） 中信证券研报表示，受AI强劲需求拉动，判断存储需求将保持高景气度，存储芯片的涨价有望贯穿 2026年全年并持续带来行业催化。看好国内存储大厂的产能扩张和技术迭代加速，晶圆制造工艺相关的 半导体材料用量料将大幅提升，大厂的材料及零部件端核心供应商有望充分受益，随下游产能落地节奏 实现经营数据的阶梯式大幅增长。 ...

（文章来源：第一财经） OpenAI创始人奥尔特曼：GPT-5.3-Codex来了！它拥有最佳编码性能，任务执行过程中的可操控性和实 时更新功能，对于相同任务处理量，它仅需5.2-Codex一半的tokens，单 token处理速度提升25%以上， 此外，它将能高效利用计算机资源。 ...

Core Viewpoint - The company has announced that its stock trading has experienced abnormal fluctuations, indicating a significant detachment from its fundamental value, which poses risks of market sentiment overheating and irrational speculation [2] Summary by Relevant Sections Stock Performance - The company's price-to-earnings (P/E) ratio and price-to-book (P/B) ratio are significantly higher than the industry average, accumulating substantial trading risks and potential for rapid stock price declines in the future [2] Trading Suspension - The company has suspended trading for verification on January 14, 2026, and January 26, 2026, with announcements regarding the verification results on January 19, 2026, and February 2, 2026, respectively [2] Business Operations - Currently, the company does not engage in humanoid robotics; its main business remains focused on the research, production, and sales of garden machinery parts, automotive parts, and hydraulic components, with no significant changes expected in the next 12 months [2]

在杠杆头寸集中清算、全球市场风险偏好降温的背景下，加密资产抛压迅速放大。 周五，比特币重挫跌破6.5万美元。随着杠杆头寸被迫平仓、风险资产整体承压，市场情绪明显转弱， 加密货币抛售迅速放大，美国总统特朗普胜选后开启的一轮涨幅已被全部回吐。 截至记者发稿，欧易OKX行情显示，比特币价格跌破63000美元，最新报62841.90美元，日内跌幅达 6.88%。比特币自2025年10月创下126223美元历史高位以来，这一轮下跌已抹去一半市值，跌势并迅速 蔓延至其他代币、相关交易型基金以及持有大量比特币的上市公司。一些加密公司开始收缩业务、削减 成本。 比特币自1月中旬起加速回落，并触发连锁反应。一方面，部分基金因赎回压力被迫卖出；另一方面， 高杠杆头寸遭遇强制平仓，加剧了价格波动。 "市场中的恐惧和不确定性非常明显，"加密资产机构Ergonia业务拓展负责人克里斯·纽豪斯表示，"在缺 乏坚定买盘的情况下，每一轮ETF赎回和清算都会产生连锁效应。"他指出，这种机制"放大了每一次下 跌幅度，并强化了防御性仓位"。 宏观预期变化冲击加密市场 市场分析认为，本轮抛售并非单一因素所致。Marex高级全球市场策略师伊兰·索洛特 ...

Core Insights - Anthropic has released a new version of its AI model, Claude Opus 4.6, designed for financial research, which can analyze corporate data, regulatory filings, and market information to generate detailed financial analysis reports that typically take days for humans to complete [1] - The announcement of Claude Opus 4.6 has led to a significant decline in the stock prices of financial services companies, with FactSet Research Systems Inc. experiencing a drop of up to 10%, alongside notable declines in the stocks of S&P Global, Moody's, and Nasdaq [1] Company Impact - The introduction of Claude Opus 4.6 enhances various office functions, including spreadsheet creation, presentation development, and software programming, indicating a broader application of AI in financial services [1] - The market reaction to the release suggests a growing concern among investors regarding the potential disruption caused by advanced AI tools in traditional financial analysis roles [1]

Core Viewpoint - SpaceX is reportedly developing a dedicated "Starlink" phone to prepare for a future IPO and expand its satellite business, positioning itself as a direct competitor to traditional smartphone manufacturers. However, Elon Musk has denied these claims, stating that the company is not developing a phone and criticizing the reporting by Reuters as false [1]. Group 1 - SpaceX is working on a "Starlink" phone to enhance its satellite business and prepare for a potential IPO [1] - The device is expected to connect directly to the Starlink satellite network, creating competition with traditional smartphone manufacturers [1] - Elon Musk publicly refuted the claims about the phone's development, labeling the reports as lies [1]

（文章来源：第一财经） 美国总统特朗普计划于当地时间周四推出一个药房网站，让人们能够直接购买处方药。白宫新闻秘书莱 维特在社交平台上发文称，总统将于当地时间晚上7点在白宫举办一场活动，以推出这个名 为"TrumpRX"的网站。该网站旨在让顾客能够直接从制药企业购买某些药品，无需使用保险，并且能以 特朗普政府协商确定的折扣价购得这些药品。不过，莱维特并未透露该网站具体何时会正式上线。 ...

2月5日，诺和诺德美股股价收盘跌8.14%。该公司的重磅疗法司美格鲁肽糖尿病药物"诺和泰"在中国的 销售额首次出现下滑。据诺和诺德财务数据，诺和泰在包括香港和台湾的中国市场销售额在2025年下滑 了7%，降至约54亿丹麦克朗（约合8.53亿美元）。 （文章来源：第一财经） ...

Group 1 - Shanghai aims for an average annual GDP growth rate of 5% over the next five years, up from 4.9% during the "14th Five-Year Plan" period, indicating significant progress despite a seemingly small numerical difference [1][3] - The growth strategy focuses on three key areas: stronger support from new drivers, greater release of core functions from five centers, and substantial backing from major projects, particularly in emerging industries [1][4] - The three leading industries—integrated circuits, biomedicine, and artificial intelligence—are expected to maintain an annual growth rate of over 10%, contributing significantly to Shanghai's economic development [4][5] Group 2 - By 2030, if the 5% growth target is met, Shanghai's GDP is projected to exceed 7 trillion yuan, positioning it among the top three global cities, following New York and Los Angeles [3] - The "15th Five-Year Plan" outlines specific targets, including a labor productivity exceeding 520,000 yuan per person and a digital economy's core industry value-added accounting for over 20% of GDP by 2030 [4][10] - Shanghai plans to establish a modern industrial system characterized by "2+3+6+6," focusing on advanced manufacturing and the development of six emerging pillar industries and six future industries [5][10] Group 3 - The city is committed to enhancing its international competitiveness and supporting technological innovation, with a focus on maintaining a stable industrial output value that aligns with GDP growth [7][8] - Recommendations include optimizing industrial land use and ensuring that industrial planning aligns with Shanghai's development needs, particularly in the biomedicine sector [8][9] - The emphasis on research and development is evident, with R&D expenditure expected to reach 5% of GDP by 2030, and a focus on fostering a culture of innovation among scientists and entrepreneurs [11][15]

【时政新闻】 ①美国至1月31日当周初请失业金人数 23.1万人，前值20.9万人； ⑥世界黄金协会：1月全球黄金ETF吸引创纪录的187亿美元资金流入； 【市场动态】 ①美股三大股指期货盘前齐跌，截至发稿，道指期货跌0.32%，标普500指数期货跌0.51%，纳指期货跌 0.78%； ②欧洲主要股指齐跌，截至发稿，英国富时100指数跌0.51%，法国CAC40指数跌0.18%，德国DAX指数 跌0.66%，欧洲斯托克50指数跌0.81%； 【公司新闻】 ①蔚来汽车盘前涨超7%，蔚来公司发布盈利预告称2025年四季度预期实现经营利润7亿元至12亿元； ②美国1月挑战者企业裁员人数 10.8435万人，前值3.5553万人； ③欧洲央行维持三大利率不变； ④英国央行将基准利率维持在3.75%； ⑤乌总统办公室主任：本轮乌美俄三方会谈富有建设性； ④谷歌A美股盘前跌超3%，报320.72美元。 ②叮咚买菜美股盘前跌超8%，美团宣布拟7.17亿美元收购叮咚； ③Wolfspeed美股盘前跌超17%，公司第二季度调整后每股收益和销售额均不及预期； ...