2 1 Shi Ji Jing Ji Bao Dao
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港股美团下跌,50亿元拿下叮咚买菜
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-06 04:13
公告显示,叮咚买菜海外业务不在本次交易范围内,将在交割前完成剥离。交易过渡期内,叮咚买菜将按照交易 前的模式继续经营。 2月5日,美团于香港联交所发布公告,将以约7.17亿美元(约合50亿元人民币)的初始对价,完成对叮咚买菜中国 业务100%股权的收购。截至最新美股收盘,叮咚买菜跌超14%。 叮咚买菜创立于2017年,是一家主打"最快29分钟送达"的生鲜即时零售平台。此前,市场多次传出下定决心做即 时零售的京东有意收购叮咚买菜的消息,而当美团成为最终买家,即时零售市场的竞争格局又将发生新的变化。 一方面,中等体量的即时零售公司在巨头竞争激烈的环境中,生存空间已经变得越来越逼仄,行业进入以美团、 阿里和京东为代表的巨头混战阶段;另一方面,美团通过收购叮咚买菜,进一步加码了小象业务,小象在华东的 市占率有望提升。 2月6日,港股三大指数大幅低开,截至11:45,恒生指数跌超1.2%,恒生科技、恒生国企指数跌约0.7%。权重科 技股集体下挫,阿里巴巴跌近3%,京东集团、网易跌超2%,美团跌近2%,百度集团、腾讯控股跌近1%。 | 名称 | 现价 | 涨跌 | 涨跌幅 ▲ | | --- | --- | --- | ...
A股超3800股上涨,化工锂电爆发,港股科技股下挫,茶饮股走强
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-06 04:10
化工板块走高,金牛化工(600722)、润土股份、福莱新材(605488)等10股涨停,江天化学(300927)、万润新能、双乐股份(301036)涨超10%。锂 电电解液板块大涨,杉杉股份(600884)、天际股份(002759)涨停,海科新源(301292)、多氟多(002407)、天赐财料涨超5%,华盛锂电、石大胜 华(603026)、新宙邦(300037)涨超3%。 | 名称 | 现价 | 成交量 | 涨跌幅 ▼ | 换手率 | 市盤率 | 成交额 | 60日涨幅 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 江天化学 | 37.62 | 2408万 | 14.52% | 17.09% | 20.0 | 8.85亿 | 29.59% | 61.39% | | 万润新能 | 87.80 | 599万 | 11.92% | 7.08% | -17.7 | 4.99亿 | -1.15% | 16.45% | | 双乐股份 | 37.33 | 1176万 | 11.07% | 16.70% | 51.1 | 4.30亿 | ...
A股午评:创业板指涨0.65% 化工板块多股涨停
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-06 04:05
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]
A股午评:创业板指涨0.65% 化工板块集体走强
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-06 04:05
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]
金雷股份:财务总监朱晓宇辞职
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-06 03:47
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。 ...
Open AI发新模型;千问App推30亿免单丨科技风向标
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-06 03:28
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]
黄金持续震荡 还能涨吗?中信证券敖翀:金价上涨趋势并没有完结
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-06 03:20
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- ...
纯固收长盈理财收益榜发布:头部产品策略分化明显
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-06 03:17
| 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 | | | | | ...
新规落地两周,杠杆盘理性回归
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-06 03:17
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]
“十四五”广东成就:现代化产业体系建设新闻发布会
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-06 03:14
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]