Core Insights - The cloud computing industry is experiencing a reversal of the long-standing trend of price reductions, with major players like Amazon Web Services and Google Cloud announcing price increases of up to 100% for certain services, indicating that computing infrastructure has become a scarce strategic resource [1] - A-share listed companies related to cloud computing infrastructure are reporting significant growth in their 2025 performance forecasts, with companies like Runze Technology and Industrial Fulian showing remarkable increases in net profits, highlighting a new development phase driven by demand and value reassessment in the industry [1][2] Company Performance - Runze Technology expects a net profit of 5 billion to 5.3 billion yuan for 2025, representing a year-on-year increase of 179.28% to 196.03%, driven by growth in its AIDC business [2] - Industrial Fulian anticipates a net profit of 35.1 billion to 35.7 billion yuan for 2025, a year-on-year increase of 119 million to 125 million yuan, reflecting a growth of 51% to 54% [3] - The performance of Industrial Fulian is significantly bolstered by its cloud computing business, with server revenue from cloud service providers expected to grow over 180% year-on-year [4] Market Trends - The global data center equipment market is projected to grow by 25-30% in 2025, with total global data center capacity expected to increase by nearly 25% year-on-year by 2026 [5] - The cooling equipment market is expected to grow at a compound annual growth rate of around 20% until 2030, with liquid cooling technology experiencing a remarkable growth rate of 45% due to the rising power consumption of AI chips [7] Supporting Industries - Companies in the supporting equipment sector, such as cooling systems and server components, are also expected to see significant growth, with Shunling Environment forecasting a net profit increase of 77.39% to 112.87% for 2025 [6] - Highlan Co. anticipates a net profit increase of 146.7% to 160.61% for 2025, indicating a strong demand for its liquid cooling products [6] - The overall performance of the cooling equipment market reflects the urgent need for advanced cooling solutions in high-density data centers, as traditional air cooling methods become inadequate [7]

Core Viewpoint - WeChat has announced measures to combat excessive marketing and misleading sharing practices related to the Spring Festival, emphasizing user experience as a priority [1] Group 1: Company Response - WeChat's public relations director stated that the company is committed to treating all users equally and is optimizing its sharing mechanism in response to user feedback [1] - The company has also addressed rumors regarding app crashes and balance resets, aiming to reassure users [1] Group 2: Market Impact - Following the announcement, Tencent Holdings' stock price fell by 3.36%, reaching a six-month low, with a total decline of over 9% in four days [1] - The market capitalization of Tencent has decreased by more than 400 billion HKD as a result of these developments [1]

21世纪经济报道记者冉黎黎 北京报道 2月1日，由中国发展出版社主办的《人工智能背景下的就业结构 重塑》新书发布会在京举行。 伴随着人工智能的深入发展，其对就业的影响正受到持续关注。 1月27日，人力资源社会保障部举行例行新闻发布会，发布会上介绍下一步工作安排时提到，实施稳岗 扩容提质行动，推出重点行业就业支持举措，出台应对人工智能影响促就业文件。 另外，1月21日，国新办就2025年工业和信息化发展成效举行新闻发布会，工业和信息化部副部长张云 明在发布会上回答提问时表示，这首先是一个发展人工智能必然会遇到的问题，技术进步往往会伴随就 业结构的重构、就业岗位的迭代。但重构不等于消失，迭代不等于替代，要用发展的眼光来看待发展中 的问题。 张云明表示，这也是一个必须要解决的问题，每个国家在发展人工智能进程中都会面临类似挑战，将坚 持应用牵引，充分发挥人工智能融合赋能作用，在推动组织模式、工作方式、生产范式重构的同时，不 断提升劳动者的人工智能素养，培养更多既懂人工智能又懂制造业的复合型人才。这还是一个已经被历 史发展规律证明必定能解决的问题，从工业革命到信息技术革命，历次重大技术变革都引发过对就业的 担忧，但最终 ...

D 图 新托福考试现场 主办方供 21世纪经济报道记者王峰北京报道 近日，备受瞩目的托福iBT 2026年升级后的国内首场考试正式开考。 这次改革被网友称为"托福考试20年来最大变革"，考试在内容、题型、测评技术及评分体系上均进行了调整。 据介绍，考试内容增加了更精准还原学术场景中英语应用的话题，阅读和听力部分引入多阶段自适应设计，根据考生答题表现调整试题难度。此外，评分体 系也迎来了重大升级：新增1—6分的等级制，直接对标《欧洲语言共同参考框架》（CEFR），显著提升分数解读的直观性与全球统一性。 考生的具体体验如何？21世纪经济报道记者采访了多位受邀参加首场新托福内测考试的考生，快来听听他们怎么说。 ...

南财智讯2月4日电，京投发展公告，公司股票于2026年2月2日、2月3日、2月4日连续三个交易日内日收 盘价格涨幅偏离值累计超过20%，构成股票交易异常波动。经公司自查，并向控股股东北京市基础设施 投资有限公司书面核实，截至公告披露日，控股股东不存在应披露而未披露的重大信息；控股股东在异 常波动期间未买卖公司股票；公司生产经营正常，主营业务仍以房地产开发为主，无重大变化；不存在 重大资产重组、股份发行、重大交易、业务重组、股份回购、股权激励、破产重整、重大业务合作、引 进战略投资者等应披露而未披露的重大事项；未发现可能或已经对公司股票交易价格产生较大影响的媒 体报道、市场传闻及热点概念；公司董事、高级管理人员、控股股东及其一致行动人、其他重要股东在 异常波动期间均未买卖公司股票。公司预计2025年年度实现归属于母公司所有者的净利润为-123,000万 元至-102,500万元。 ...

南财智讯2月4日电，唯科科技发布2025年前三季度分红派息实施公告，以实施权益分派股权登记日登记 的公司股份总数为基数，向全体股东每10股派6.000000元人民币现金（含税），股权登记日为2月10 日。 ...

刘译阳表示，取消光伏产品的出口退税，从整体走势来看，会带来多重影响。伴随着出口成本上升，光 伏行业加速整合，产业集中度有望进一步提升。同时，引导企业从"价格战"转向"价值战"。另外，最近 太空光伏概念确实"火"出了圈，但目前技术仍处于探索和验证的初期阶段。 "2026年，光伏行业供给侧迎来曙光，需求侧换挡加速，竞争步入高阶赛道。当前形势下，反'内卷'仍 是光伏行业规范治理的主要路径，以市场化、法治化手段共同推动光伏行业回归良性竞争、理性发展的 轨道，中国光伏行业协会将积极履行职能，依法依规推进自律工作，采用创新方式方法，综合运用多种 手段坚决破除行业'内卷式'竞争。"刘译阳如是说。 反"内卷"仍是规范治理的主要路径 《21世纪》：你如何评价2025年光伏行业的发展态势？对2026年有哪些研判与展望？ 21世纪经济报道记者冉黎黎北京报道 2026年，中国光伏行业将驶向何方？ 财政部、税务总局近日发布公告称，自2026年4月1日起，取消光伏等产品增值税出口退税。一边是政策 调整，另一边是"太空光伏"概念炙手可热，前景与泡沫争议不断，中国光伏行业正站在多重变量的十字 路口。 在2月4—5日中国光伏行业协会组织召开" ...

（原标题：黄金史诗级涨跌 有人150万卖房换金狂赚76万 有人追高踏错节奏） 一周之内，市场接连上演历史性暴涨、四十年一遇的暴跌与紧随其后的暴力反弹——1月29日凌晨，伦 敦金现货价格飙升至每盎司5626美元的历史峰值；短短两日后（1月31日），剧情急转直下，纽约商品 交易所黄金期货单日暴跌超10%，收于每盎司4745美元，创下四十年最大单日跌幅；市场惊魂未定，2 月3日，现货黄金又强势反弹，单日涨幅超6%，突破4980美元/盎司，创下2008年以来的最大单日涨 幅。2月4日，金价开盘再度拉升，重破5000美元/盎司关口。 2月2日北京市菜百首饰回购区 记者张欣/摄 这波史诗级行情，是屏幕上不断闪烁的数字，更牵动着无数普通人的财富神经。 21世纪经济报道记者记录了这场波动中的多位持金人。他们的故事不在冰冷的K线图里，而在黄金柜台 前紧攥现金的手中，在银行积存金账户深夜亮起的屏幕前，在年轻人用压岁钱换来的第一块金条上。 这些基于特定时机、性格与运气的个体经历，绝非可复制的投资指南。但其所折射出的市场狂热、人性 抉择与随之而来的风险教训，却值得每一位投资者审视与深思，在动荡的市场环境下，秉持理性远比运 气更为可靠 ...

南财智讯2月4日电，新泉股份公告，公司拟以自有资金投资5000.00万元在河南省开封市设立全资子公 司（具体名称以工商核准登记为准），注册资本5000.00万元，出资比例100%。本次设立旨在拓展汽车 零部件业务、优化产业布局、增强区域市场竞争力。该事项已经公司第五届董事会第十四次会议审议通 过，无需提交股东大会审议；尚需办理工商登记注册手续，尚未完成。本次投资不构成关联交易及重大 资产重组，未来将纳入公司合并报表范围，有利于培育新的利润增长点，提升综合竞争实力，但存在审 批不确定性及经营风险。 ...

Core Viewpoint - The company *ST Aiai's stock has experienced a significant abnormal fluctuation, with a cumulative decline of 12% over three consecutive trading days, prompting an announcement regarding its operational status and potential risks [1] Group 1: Stock Performance and Trading Status - The stock price of *ST Aiai has deviated significantly, with a cumulative drop of 12% over the trading days of February 2, 3, and 4, 2026, indicating abnormal trading conditions [1] - The company has been placed under delisting risk warning, and if the 2025 annual report does not meet the criteria for lifting this warning or is not submitted within the required timeframe, the stock may face termination of listing [1] Group 2: Operational Status and Financial Outlook - The company has confirmed that its production and operational activities are normal, with no significant changes in the internal or external business environment [1] - There are no undisclosed major events that could impact the stock price, such as major asset restructuring, share issuance, acquisitions, or significant business collaborations [1] - The 2025 annual performance forecast indicates uncertainty regarding whether the revenue, after excluding unrelated business income, will exceed 300 million yuan, with potential risks related to the revenue from the new energy battery components business [1]