南财投研通数据显示，2月2日至2月8日，券商给予上市公司目标价共81次，按最新收盘价计算，目标价 涨幅排名居前的公司有贵州茅台、华盛锂电、炬芯科技，目标价涨幅分别为71.62%、67.93%、 66.98%，分别属于白酒、电池、半导体行业。 | | | 02月02日至02月08日目标价涨幅排名 | | | | | --- | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 机构 | 最新评级 | 最高目标价 (元) | 目标涨幅 (%) | | 600519 | 贵州茅台 | 华创证券 | 强推 | 2600.00 | 71.62 | | 688353 | や盛福申 | 中信证券 | 买人 | 175.00 | 67.93 | | 688049 | 炬芯科技 | 华创证券 | 賀推 | 85.96 | 66.98 | | 601633 | 长城汽车 | 中信证券 | 买人 | 34.00 | 62.45 | | 000338 | 潍柴动力 | 国泰海通证券 | 増持 | 38.52 | 61.98 | | 688696 | 极米科技 | 国泰海通证券 | 增持 | ...

Core Viewpoint - The company has established a joint venture with Shanghai Yili Technology to focus on the research and development of equipment and production lines related to all-solid-state battery electrolyte materials [1] Group 1: Joint Venture and Collaboration - The joint venture is named Hunan Hongyi Intelligent Equipment Co., Ltd. and aims to enhance technology iteration and upgrades in the relevant equipment [1] - The collaboration emphasizes the development of sulfide electrolyte equipment, including core equipment for powder processing such as crushing, mixing, packaging, and drying [1] Group 2: Technical Expertise and Advantages - The company leverages its extensive experience in fine chemicals to provide unique advantages in the automated handling of toxic and hazardous specialty materials [1] - The overall production line automation will focus on requirements such as moisture and oxygen control, high sealing, corrosion resistance, and wear resistance [1]

Core Insights - The report focuses on fixed income + products issued by wealth management companies, highlighting superior performing products available for investors through distribution channels [1] - A ranking of products is provided based on their annualized performance over the last month, three months, and six months, with a particular emphasis on the three-month annualized yield to reflect their performance amid recent market fluctuations [1] Distribution Channels - The report includes a list of 28 distribution institutions, which consist of major banks such as Industrial and Commercial Bank of China, Bank of China, Agricultural Bank of China, and others [1] Product Performance - The ranking showcases various products with their respective annualized yields, indicating the performance metrics over different time frames, such as 2.64% for one month and 9.11% for three months for a specific product [5] - The data is sourced from the South Finance Financial Terminal, with statistics as of February 5, 2026, providing a snapshot of the current market offerings [5][10]

Core Insights - The article focuses on the performance of minimum holding period RMB public offering products, ranking them based on annualized returns for holding periods of 7, 14, 30, and 60 days [1] Group 1: 7-Day Holding Period Products - The top-performing product is from Minsheng Bank with an annualized return of 7.56% [5] - Other notable products include a 6.98% return from Shanghai Bank and a 6.04% return from Minsheng Bank [5] Group 2: 14-Day Holding Period Products - The leading product is from Minsheng Bank with a return of 7.39% [8] - China Bank follows with a return of 4.44% [8] Group 3: 30-Day Holding Period Products - The highest return is 18.14% from Hangzhou Bank [12] - Other significant returns include 12.34% from Minsheng Bank and 9.72% from Minsheng Bank [12][13] Group 4: 60-Day Holding Period Products - The top product is from China Bank with a return of 9.33% [15] - Other products include 5.95% from Shanghai Bank and 5.54% from Huaxia Bank [15][16]

Group 1 - Japanese and South Korean stock markets opened strongly, with the Nikkei 225 index rising over 5%, reaching multiple historical highs during the session [1] - SoftBank Group's stock saw a peak increase of 8.5%, marking its largest gain since January 28, and was up over 7% at the time of reporting [1] - The KOSPI index in South Korea rose by 3.8%, closing at 5286.6 points, with major companies like Samsung Electronics and SK Hynix both increasing by over 5% [1] Group 2 - The ruling coalition of the Liberal Democratic Party and the Japan Innovation Party secured a majority in the recent Japanese House of Representatives election [1] - Japan's Ministry of Health, Labour and Welfare reported a 1.3% year-on-year decrease in real wages per capita for 2025, marking four consecutive years of negative growth [1] - The yield on Japan's 10-year government bonds rose by 4.5 basis points to 2.275%, while the 40-year bond yield surpassed 4%, the highest level since its issuance in 2007, raising concerns about Japan's fiscal and monetary policy [1] Group 3 - Pictet Asset Management's chief economist highlighted that the surge in yields is driven by increased inflation risks and sovereign risk premiums, indicating a lack of credibility in the Bank of Japan's anti-inflation measures [2] - The turmoil in Japan's bond market and potential punitive measures on U.S. fiscal deficits could trigger a shift of global capital from the U.S. to other markets [2] - The economist affirmed that Japan may sell U.S. Treasuries to defend the yen, citing the need for balance sheet management by the central bank and the desire to diversify geopolitical risks [2]

南方财经2月9日电，深交所公告，港股通标的证券名单发生调整并自2026年2月9日起生效，调入豪威集 团、兆易创新。 ...

Group 1: AI Defamation Case - A recent AI defamation case was heard in Beijing Haidian District Court, where a lawyer claimed that AI generated false negative information about him, including serious criminal allegations [3][4] - The defendant, Baidu, argued that AI hallucinations are unavoidable and that they provide neutral technology services without any subjective fault [4] - The lawyer sought damages of 1 million yuan for professional reputation loss and 50,000 yuan for emotional distress, highlighting that other AI platforms did not generate similar false content [4] Group 2: AI Hallucination Legal Precedents - The first domestic AI hallucination case established that generative AI is considered a "service" rather than a "product," applying a fault liability principle [5] - The court emphasized that companies must fulfill three core obligations to avoid liability: clear notification of potential inaccuracies, ensuring functional reliability, and compliance with regulatory filings [5] - The increasing number of disputes related to AI hallucinations indicates a significant industry challenge, necessitating thorough tracing of data sources and training methods to prevent errors [5] Group 3: Market Regulation and Competition - Kimi, an AI product, called on Baidu to remove misleading paid advertisements that confused users by impersonating its official website [6][7] - The market regulatory authority has identified several cases of unfair competition involving AI, particularly focusing on impersonation and false advertising practices [8] - Despite the crackdown on such practices, there has been little accountability for the platforms disseminating misleading information [8] Group 4: WeChat Restrictions on Competitors - WeChat has implemented restrictions on sharing links and codes for various AI products, including Tencent's Yuanbao and Alibaba's Qianwen, citing disruptions to platform order and user experience [9][11] - This move follows a historical precedent where WeChat previously blocked links to Taobao during a major shopping event, indicating a pattern of controlling competitive dynamics [11] Group 5: Regulatory Developments in AI - The European Union has mandated Google to ensure fair access to its ecosystem for third-party AI service providers, aiming to maintain a competitive environment [11] - The EU's regulatory actions will clarify how Google should provide equal access to data and functionalities for AI services, promoting a level playing field [11] Group 6: Penalties for Non-Compliance - Kuaishou was fined 119 million yuan for failing to manage inappropriate content on its platform, reflecting stricter enforcement of cybersecurity laws [12] - The recent increase in penalty limits under the revised cybersecurity law signals a tougher regulatory landscape for large platforms, emphasizing the need for compliance [12]

Core Viewpoint - Shahe Industrial Co., Ltd. announced a major asset restructuring plan to acquire 70% of Shenzhen Jinghua Display Electronics Co., Ltd. for CNY 274 million in cash, which will make Jinghua a subsidiary of Shahe and included in its consolidated financial statements [1][2]. Group 1: Transaction Details - The acquisition involves a premium purchase, with Jinghua's net asset value at CNY 278 million and an assessed value of CNY 391 million, resulting in a 40.58% increase in value [2]. - The transaction does not involve issuing new shares, thus maintaining the current shareholding structure and control of the company [1][2]. Group 2: Company Background - Jinghua Electronics is recognized as a national-level "little giant" enterprise, focusing on human-computer interaction displays and intelligent control systems for nearly 40 years, with applications in smart homes, industrial automation, and smart medical sectors [1]. - The company had previously attempted an IPO in 2023 but withdrew its application in March 2024 [1]. Group 3: Financial Impact - Post-acquisition, Shahe's total assets are projected to increase from CNY 231.85 million to CNY 278.04 million, while total liabilities will rise from CNY 67.56 million to CNY 113.31 million, leading to an increase in the asset-liability ratio from 29.14% to 40.75% [5]. - The acquisition is expected to diversify Shahe's business beyond real estate into advanced manufacturing, potentially opening new avenues for growth [4]. Group 4: Market Context - This transaction marks the first significant asset restructuring under the Shenzhen municipal government's initiative to promote high-quality mergers and acquisitions, aiming to invigorate the M&A market and provide a model for traditional enterprise transformation [5].

2026年被视作是AI原生应用大规模落地之年。无论创业类公司还是传统科技巨头，都在积极投身捕捉 新硬件形态的机遇并为此完善软件和生态闭环。 作为这些原生硬件的核心底座之一，嵌入式处理芯片由此也正面临新的发展机遇期：一方面，庞大的端 侧AI硬件正蓬勃出现，智能汽车、具身智能、AI手机等都是其中重要形态；另一方面，这些端侧AI也 面临高数据吞吐量和高性能、高集成度等需求，但仍要平衡成本和安全等新挑战。 近日，德州仪器（TI）嵌入式处理和DLP®产品高级副总裁Amichai Ron系统地阐述了公司面对端侧AI 浪潮的战略布局与实施路径。他强调，TI正从持续创新、产品可扩展性、产能保障三个层面构建应对体 系，以支持全球客户在AI时代实现技术落地。 作为嵌入式芯片领域的全球巨头，德州仪器旗下产品能覆盖端侧AI的传感、控制和处理等多个环节， 是支撑本轮AI大模型商业化应用的关键角色。 以自动驾驶技术为例，在CES 2026期间，TI发布了可扩展型TDA5高性能计算片上系统 (SoC) 系列，可 提供每秒10万亿次 (10 TOPS) 至每秒 1200 万亿次 (1200 TOPS) 运算的边缘人工智能算力，能满足L3级 ...

创元期货分析师余烁表示，碳酸锂价格回调主要受宏观情绪影响。近期部分贵金属及有色金属价格 波动较大，在整体市场情绪影响下，碳酸锂期货价格也呈现较大波动。往后看，今年1月智利锂盐发运 大幅增加，预计节后到达国内，对当前碳酸锂偏紧的供需格局有一定缓解，但2月份碳酸锂总体去库趋 势不改，基本面偏强运行。 南方财经记者 翁榕涛 实习生 李欣彤 周内（2月2日至2月6日），国内期货市场整体呈现弱势运行态势，多数品种以下跌为主。受宏观经 济预期反复、部分品种基本面转弱及国际市场情绪传导等因素影响，市场避险情绪有所升温，尤其是贵 金属板块波动显著加剧。 就国内期货市场具体来看，能源化工板块，燃油周下跌0.20%、原油上涨0.26%；黑色系板块，焦 煤周下跌1.94%、铁矿石下跌3.95%；基本金属板块，沪锡周下跌2.67%、沪铜下跌1.82%、沪铝下跌 2.85%；贵金属板块，沪金周下跌3.95%、沪银下跌25.56%；农产品板块，鸡蛋周上涨0.34%、生猪下跌 0.42%、豆粕下跌0.74%、棕榈油下跌2.55%。 热点一：持续去库，碳酸锂价格震荡下跌 截至2月6日，碳酸锂期货价格呈现震荡下跌态势，主力合约LC2605报收 ...