Market Overview - The market showed a recovery after an initial drop, with all three major indices closing in the green. The Shanghai Composite Index rose by 0.11%, the Shenzhen Component increased by 0.65%, and the ChiNext Index also gained 0.65% [1] Sector Performance - The chemical sector performed strongly, with stocks such as Cangzhou Dahua, Jinniu Chemical, Baichuan Co., and Baihehua hitting the daily limit [2] - The humanoid robot concept saw active performance, with stocks like Wuzhou Xinchun, Liancheng Precision, and Tianqi Co. reaching the daily limit [3] - The non-ferrous metals sector rebounded, with Hunan Gold and Xianglu Tungsten hitting the daily limit. The optical communication concept also saw a recovery, with Hangdian Co. achieving five consecutive daily limits [4] - The traditional Chinese medicine concept opened actively, with Te Yi Pharmaceutical hitting the daily limit [5] - Conversely, the consumer sector faced a collective decline, particularly in the liquor and tourism hotel sectors, with Huangtai Liquor and Dalian Shengya hitting the daily limit [6] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 1.38 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day [7] Individual Stock Highlights - Zhongji Xuchuang had the highest trading volume at over 11.5 billion yuan, followed closely by Xinyi Sheng at 11.3 billion yuan. Other notable stocks with high trading volumes included Ningde Times, Kweichow Moutai, Zijin Mining, and Xunwei Communication [8]

Market Overview - The market experienced a rebound after an initial drop, with all three major indices turning positive. The Shanghai Composite Index rose by 0.11%, the Shenzhen Component increased by 0.65%, and the ChiNext Index also gained 0.65% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.38 trillion yuan, a decrease of 63.3 billion yuan compared to the previous trading day [1] Sector Performance - The chemical sector showed strong performance, with stocks such as Cangzhou Dahua, Jinniu Chemical, Baichuan Shares, and Baihehua hitting the daily limit [1] - The humanoid robot concept stocks were active, with Wuzhou Xinchun, Liancheng Precision, and Tianqi Shares also reaching the daily limit [1] - The non-ferrous metals sector rebounded, with Hunan Gold and Xianglu Tungsten hitting the daily limit [1] - The optical communication concept saw a volatile recovery, with Hangdian Shares achieving five consecutive daily limits in six days [1] - The traditional Chinese medicine sector opened actively, with Te Yi Pharmaceutical hitting the daily limit [1] Declining Sectors - The consumer sector faced a collective decline, particularly in the liquor and tourism hotel segments, with Huangtai Liquor hitting the daily limit down and Dalian Shengya also reaching the limit down [1]

南财智讯2月6日电，金雷股份公告，公司董事会于近日收到财务总监朱晓宇女士的书面辞职报告。朱晓 宇女士因个人原因申请辞去公司财务总监职务，辞职后不再担任公司任何职务。 ...

Group 1: Open AI Developments - Open AI has launched a new model, GPT-5.3-Codex, which enhances coding performance and reasoning capabilities, integrating the strengths of previous models and improving speed by 25% [2] Group 2: Xiaomi Automotive Updates - Xiaomi Automotive clarified rumors regarding the dissolution of the SU7 Ultra professional team, stating that sales strategies have been adjusted to improve customer service [4] - The company has reduced the safety mileage threshold for its assisted driving feature from 1000 km to 300 km to help users gradually familiarize themselves with the technology [5] Group 3: Meituan Acquisition - Meituan announced plans to acquire DINGDONG FRESH HOLDING LIMITED for an initial cost of $717 million (approximately 5 billion RMB), with certain conditions regarding cash extraction from the target group [6][7] Group 4: AI and Technology Innovations - Qianwen App launched a "Spring Festival 3 billion free order" campaign, allowing users to receive a 25 RMB no-threshold coupon for use in over 300,000 beverage stores [8] - Xiaoma Zhixing and Moer Thread have formed a strategic partnership to focus on L4 autonomous driving technology, utilizing domestic AI computing power for training and optimization [9] - The International Olympic Committee announced the creation of the first official Olympic large model based on Alibaba's Qianwen, aimed at enhancing service and information delivery during the Milan Winter Olympics [10] - Kuaishou's Keling AI has globally launched the 3.0 series model, which integrates video generation and editing into a unified workflow [11] Group 5: Aerospace and Semiconductor Developments - Fengfei Aviation successfully completed the conversion flight of its 5-ton eVTOL, marking a significant milestone in the eVTOL industry [12] - Intel and SoftBank's SAIMEMORY are collaborating to develop a new type of DRAM storage technology, aiming for prototype release by 2027 and commercialization by 2030 [13] - Texas Instruments announced the acquisition of Silicon Labs for approximately $7.5 billion, aiming to create a leading company in embedded wireless connectivity solutions [14] - Infineon announced a price increase for power switches and related chips starting April 1, 2026, due to rising demand and supply constraints [16] Group 6: Capital Market Activities - Kaide Quartz announced that Jiangfeng Electronics will become the controlling shareholder following a share transfer agreement [17] - Runze Technology is planning to issue convertible bonds to acquire minority stakes in Guangdong Runhui Technology [18] - Guoxuan High-Tech plans to raise no more than 5 billion RMB through a private placement to fund various battery projects [19] - Jinfeng Technology intends to acquire 51% stakes in Zhuohui Metal and Lianyi Thermal for a total consideration of up to 714 million RMB [20]

2026年伊始，黄金行情持续牵动全球投资者的神经。 暴涨——新高——暴跌——回暖——震荡，剧烈的波动之下，市场情绪在狂热与恐慌之间反复切换。有 人止损离场，也有人逢低抄底；也有投资者跑步进场，而后在行情震荡中饱受煎熬…… 截至2月6日11时，国际黄金现货价格约在4850美元/盎司上下，较年初上涨约12%，表现虽超过多数主 流市场指数。然而，与1月29日创下的历史高点相比，金价仍回调超过700美元/盎司。 市场分歧正在加剧。"黄金还能买吗？""该选积存金还是黄金ETF？""这一轮上涨究竟能走多远？"投资 者的疑问纷至沓来。与此同时，已有部分投资者将目光悄然转向其他小金属，试图在金银狂潮之外，提 前捕捉下一个可能起飞的市场。 近日，针对当前黄金市场的剧烈波动与后续走向，21世纪经济报道记者特别对话了中信证券有色金属行 业首席分析师敖翀，试图厘清本轮行情的核心驱动，探寻价格剧烈波动的背后逻辑。 在交流中，敖翀明确指出，当前黄金的上涨趋势尚未完结，流动性预期是当下驱动黄金价格走势的核心 力量。此外，持续的地缘政治冲突也为黄金提供了阶段性的避险动力。 敖翀进一步分析称，随着流动性的持续释放，中国和全球经济有望在未来6- ...

| F | | | 加权年 化妆斋 | 同不可以 来年化 | 月本7791 来最大 | 同体之上 来年化 | | --- | --- | --- | --- | --- | --- | --- | | 를 | 产品名称 | 管理人 | MI | 收益率 | 回憶 | 波动率 | | | 膏 7:45182天持 有期19号理财产品 民生理财 7.44% | | | 7.15% | 0.00% | 0.80% | | | A | | | | | | | | 目完收益细信导演 持有180天到财产 | 华夏理财 4.82% | | 5.52% | 0.12% | 1.15% | | | HERA | | | | | | | | 為添利陆密55号(6 个月最短時有期) | | | 4.69% | 0.23% | 0.88% | | | 品用用 2 3 - 0 - | 兴银理财 4.76% | | | | | | | 品A | | | | | | | 4 | 安語家圖收稳利六 个月符有期50号理 | 信银理财 4.18% | | 4.21% | 0.03% | 0.57% | | | 财产品 DES | | | | | ...

Group 1 - The A-share market experienced a "good start" in January 2026, with leveraged funds entering the market rapidly, leading to a record high in margin financing and securities lending balance [1][2] - In January, the number of new margin trading accounts reached 190,500, a month-on-month increase of 29.5% and a year-on-year increase of 157% [2][3] - As of the end of January, the total margin financing and securities lending balance reached 2.72 trillion yuan, marking a historical peak [2][6] Group 2 - The increase in new accounts and margin balance reflects a shift in market sentiment from cautious to proactive, driven by the profit effect of rising markets and long-term capital inflows [2][12] - The margin trading balance has been on an upward trend since the "9.24" market event, reaching 2.72 trillion yuan in January 2026 [8] - Despite the record high in margin balance, the overall leverage level in the market remains healthy, with key risk monitoring indicators significantly below historical high-risk periods [13][15] Group 3 - The market saw a significant increase in trading activity, with the total margin trading transaction amount reaching 640 billion yuan in January [6] - The adjustment of financing margin ratios, which increased from 80% to 100%, is viewed as a measure to cool down the market and prevent overheating of leveraged funds [13][15] - Following the implementation of the new financing regulations, the growth rate of margin balance has slowed, indicating a rational cooling of leveraged trading [12][13]

Group 1 - The Guangdong Provincial Government will hold a press conference on February 6, 2026, focusing on the achievements of the "14th Five-Year Plan" regarding the construction of a modern industrial system [1] - The main speaker will be a senior official from the Provincial Development and Reform Commission, with participation from leaders of various provincial departments including Science and Technology, Industry and Information Technology, Housing and Urban-Rural Development, Commerce, and Agriculture and Rural Affairs [1] - The press conference aims to introduce the progress and outcomes of the modern industrial system construction during the "14th Five-Year Plan" period and will include a Q&A session for journalists [1]

日前《新京报》曝光湖北襄阳、宜昌多家精神病院骗保事件后，有媒体将被点名的襄阳恒泰康医院与爱 尔眼科及其实际控制人陈邦关联。对此情况，爱尔眼科方面回应21记者表示，"襄阳恒泰康医院有限公 司并非爱尔眼科体系内企业。该公司为爱尔医疗投资集团有限公司与其他社会资本方合资设立的四级子 公司，与爱尔眼科无任何股权关联和业务关系。作为投资人之一，陈邦并不直接参与恒泰康的经营管 理。" （文章来源：21世纪经济报道） ...

2月5日，中国人民银行天津市分行召开新闻发布会，公布2025年天津市金融运行情况。 "五篇大文章"重点领域贷款余额合计超万亿 天津银行信贷政策管理处负责人介绍，截至2025年年末，全市"五篇大文章"重点领域贷款余额合计超万 亿，科技、绿色、普惠、养老、数字等领域贷款均实现两位数增长。 数据显示，过去一年天津市社会融资累计增量超5000亿元，同比多增464亿元，创有统计以来历史新 高。存贷款增速稳中有进，信贷结构持续优化，金融对经济高质量发展的支撑作用进一步增强。 与此同时，全市"五篇大文章"重点领域贷款余额合计突破万亿元，科技、绿色、普惠、养老、数字金融 等领域贷款均实现两位数增长。跨境人民币业务规模稳步扩大，全年业务量突破6300亿元，同比增长 17%，连续六年保持增长，同样创下历史新高。 社会融资增量创历史新高 天津人行调查统计处负责人介绍，2025年天津市社会融资规模累计增量为5384亿元，同比多464亿元， 创有统计以来历史新高。"十四五"期间，社会融资规模保持在较高水平，累计增量和年均增量分别为 2.23万亿元和4451亿元。 存款保持稳定较快增长。 2025年末，全市各项存款余额5.06万亿元，较 ...