2 1 Shi Ji Jing Ji Bao Dao
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SpaceX宣布收购xAI;智元将办机器人晚会丨新鲜早科技
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-03 02:39
Group 1: Mergers and Acquisitions - SpaceX has confirmed its merger with xAI, aiming to integrate AI with rocket technology and space-based internet solutions, highlighting the need for sustainable energy sources for AI development [2] Group 2: Technological Advancements - Tesla has achieved mass production of dry electrode technology, a significant breakthrough in lithium battery production that reduces costs and energy consumption while enhancing scalability [3] - The launch of Step 3.5 Flash by Jiyue Xingchen introduces a powerful open-source model with advanced reasoning capabilities, designed for complex tasks and efficient processing [7] Group 3: Market Developments - Long Fiber announced that the global fiber optic cable market remains stable, despite fluctuations in product prices, and emphasized the minor impact of new data center products on overall demand [8] - TrendForce has revised its projections for memory prices in Q1 2026, anticipating significant increases in DRAM and NAND Flash prices due to heightened demand from AI and data centers [12] Group 4: Investments and Financing - ZTE plans to invest 117 million yuan in the Jianxing Zhanlu Fund, focusing on new information technology, renewable energy, AI, and advanced manufacturing [6] - Zhujijidong has completed a $200 million Series B financing round, with participation from various notable investors, aiming to increase R&D and market investments in 2026 [13] - Wofei Changkong has secured nearly 1 billion yuan in financing to support the certification and commercialization of its AE200 eVTOL aircraft [14]
金银价格重挫
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-03 02:35
贵金属年内涨幅大幅回吐,此前涨势近乎抹平。 在惯性作用下,2月2日,贵金属开盘继续上演大跌。截至北京时间17点20分(下同),现货黄金价格盘 中击穿4500美元/盎司的支撑,最低触及4402.06美元/盎司,年内涨幅从30%直接降至4%,黄金股全线跌 停。 白银的波动更为剧烈,盘中一度跌至71.312美元/盎司,年内涨幅也从60%大幅收窄至4%左右。紧随其 后的是,各家机构紧急发布风险提示,交易所也上调了相关品种的保证金比例和涨跌幅的幅度。 根据东方财富资金流向数据统计,2月2日贵金属板块下跌10.81%,有10.39亿主力资金净流出。 零售黄金4天下跌超200元/克 上周五,黄金遭遇40年来最大下跌幅度,白银创出历史最大盘中跌幅。其中,现货黄金价格一度下跌超 过12%,最低触及4682美元/盎司,为1980年代初以来最大单日跌幅。截至当日收盘,现货黄金下跌 9.25%报4880美元/盎司。现货白银一度暴跌超过36%,创出历史最大日内跌幅,最低下探至74.28美元/ 盎司。截至当日收盘,现货白银下跌26.42%报85.259美元/盎司。 2月2日,贵金属继续延续了跌势,白银现货的跌幅一度超过15%,最低触及7 ...
李宁、安踏,打响奥运营销战丨消费参考
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-03 02:25
Group 1 - Anta has officially announced its partnership with the Greek Olympic Committee, providing professional sportswear for the Greek sports delegation at major international events [1] - The collaboration with the Greek Olympic Committee comes after Li Ning secured the partnership with the Chinese Olympic Committee for the 2025-2028 period [2] - Anta will continue to support 13 Chinese national teams, providing equipment for 10 teams competing in various winter sports [3] Group 2 - Anta's strategy includes a three-step plan aimed at enhancing its global presence, starting with establishing a strong international brand in China, followed by expanding globally, and ultimately promoting the Anta brand worldwide [4][5] - The investment in Olympic marketing reflects the confidence of major players in the sports market despite fluctuations [6]
李宁、安踏,打响奥运营销战
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-03 02:25
比如,安踏集团旗下各品牌将为13支中国国家队提供装备支持,其中,安踏品牌助力10支中国国家队征 战赛场,为包括短道速滑、速度滑冰、冰壶、雪车、雪橇、钢架雪车、单板滑雪平行大回转、单板滑雪 大跳台及坡面障碍技巧,以及自由式滑雪U型场地技巧在内的十支中国国家队打造专业比赛及训练装 备。 2026年2月2日,安踏正式宣布成为希腊奥委会战略合作伙伴,并为希腊体育代表团打造参加重大国际赛 事的专业体育服装。 一定程度上,安踏发力希腊奥委会背后是,中国奥委会合作已被李宁拿下。 1月27日,米兰冬奥会中国体育代表团在北京正式成立。公开报道画面显示,出席动员大会的代表团成 员们均穿着李宁提供的全套运动装备。此前,在米兰冬奥会倒计时100天之际,李宁正式发布"金标"系 列产品线。 2025年1月15日,上海联合产权交易所发布公告称,李宁(中国)体育用品有限公司获得2025至2028年 中国体育代表团体育服装合作企业征集项目。这标志着李宁将接棒安踏,在2025至2028年期间以官方体 育服装合作伙伴的身份服务中国奥委会及中国体育代表团。 还需看到的是,安踏并未放弃国内相关市场可能。 21世纪经济报道记者贺泓源、实习生徐鸿儒 随着 ...
固态电池概念震荡走强 索通发展涨停
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-03 02:14
南方财经2月3日电,固态电池概念盘中震荡走强,索通发展涨停,华自科技、宏工科技、灵鸽科技、纳 科诺尔、曼恩斯特等涨幅靠前。消息面上,2月1日,特斯拉官方账号在社交平台X上发帖称,已经实现 干电极工艺的规模化生产。干电极工艺,又称干法工艺,属于固态电池前道制片方法的一种。 ...
半导体板块反复活跃,钧达股份涨停
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-03 02:01
南方财经2月3日电,半导体板块反复活跃,钧达股份涨停,炬光科技、欧普泰涨超12%。 ...
腾讯突然宣布:《QQ经典农场》2月6日正式回归
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-03 01:59
据"QQ经典农场"微信公众号2月2日消息,腾讯《QQ 经典农场》官宣将在2月6日正式回归,同步登陆 QQ和微信。从官方预热信息来看,本次上线的《QQ经典农场》将提供手游版。 (文章来源:21世纪经济报道) 这款2009年上线的经典游戏,2010年,游戏最高在线人数达1.2亿。这次经典版本的回归,让网友们很 激动。有网友表示:"我的青春要回来了!" ...
400亿电池巨头欣旺达冲刺A+H上市
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-03 01:56
记者丨林典驰 编辑丨孙超逸 1月30日,欣旺达向港交所递表,再度向港交所发起冲击。 根据香港联交所规则,H股招股书自递交之日起有效期为6个月,2026年1月30日该份申请文件满6个月 而自动失效,因此公司于当日重新提交申请。 从招股书来看,欣旺达此次赴港募资的重点方向之一,在于支撑其海外产能规划。目前,欣旺达已在匈 牙利、越南、摩洛哥及印度等地规划或布局生产基地。其中,匈牙利动力电池工厂为欣旺达在欧洲的首 个大型生产基地,被视为其服务欧洲车企、实现本地化供应的关键。 欣旺达在消费电池领域长期领先,动力电池连同国轩高科(002074.SZ)、中创新航(3931.HK)、蜂 巢能源等企业位居第二梯队,储能系统近年来增速明显,但对营收的贡献程度有限。 相比于上次递表港交所,本次二次递表,欣旺达还多了一个风险因素,便是与吉利系的威睿电动高达 23.14亿元诉讼纠纷。 尽管欣旺达方面称,经考虑诉讼律师的意见后,认为该等诉讼请求缺乏足够证据支持,且法院最终判定 被告需要承担全部责任的可能性极低。但这的确是投资者需要考量的重要因素之一。 截至2月3日9:40,欣旺达报23元/股,总市值达到427亿元。 从营收占比来看,消费 ...
金埔园林:股东苏高新清仓减持147.88万股 金额约1403.4万元
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-03 01:56
南方财经2月3日电,金埔园林(301098.SZ)发布公告称,股东苏州新区高新技术产业股份有限公司已完 成减持计划。根据公告,苏高新于2026年1月22日至2026年2月2日期间,通过集中竞价方式累计减持公 司股份1,478,813股,占公司总股本比例0.8%,减持均价为9.49元/股,对应金额约1403.4万元。本次减持 后,苏高新不再持有金埔园林股份。减持前,苏高新持有公司股份1,478,813股,占总股本0.8%。此次 减持未导致公司控制权变动。 ...
甲骨文拟募资百亿美元加码云基建,港股科技30ETF(513160)盘中涨超1%,连续3日获净流入累超2亿元
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-03 01:55
Group 1 - The Hong Kong stock market opened higher on February 3, with the Hang Seng Stock Connect China Technology Index (HSSCT.HK) rising by 1.1% [1] - Notable gainers in the index included Huahong Semiconductor, which increased by nearly 4%, and Gao Wei Electronics, which rose over 3% [1] - The Hong Kong Technology 30 ETF (513160) saw an intraday increase of 1.57%, with a trading volume exceeding 27 million yuan, making it the top performer in its category [1] Group 2 - Oracle has initiated a USD bond issuance plan, aiming to raise a total of USD 45 billion to 50 billion to expand its cloud infrastructure capabilities [2] - The bond transaction is expected to range between USD 20 billion and 25 billion, with the issuance potentially divided into up to eight parts, with maturities from 3 to 40 years [2] - Recent performance in the Hong Kong stock market is attributed to overseas liquidity dynamics and a pause in interest rate cuts by the Federal Reserve, with expectations for a "spring rally" in the technology sector driven by sentiment and AI industry growth [2]