据新华社报道，美国总统特朗普1月30日提名美国联邦储备委员会前理事凯文·沃什为下任美联储主席。 如果获得美国国会参议院批准，沃什将接替任期将于今年5月结束的现任主席鲍威尔。 自北京时间1月30日下午开始，黄金、白银价格便出现大幅波动，至北京时间1月31日凌晨抛售更为汹 涌。2月2日，金银价格巨震。现货白银下跌超10%，现货黄金跌破4600美元。韩国股市发生"熔断"。一 些人将市场"异动"都"归罪"为特朗普提名沃什为新一任美联储主席。这恐怕有点冤枉他。 为什么是沃什？ 凯文·沃什并不是什么初出茅庐的新人，对于金融界不是，对于美联储不是，对于特朗普也不是。 选择一个过于"鸽派"、完全顺从特朗普大幅降息意愿的人，会严重动摇市场对美联储独立性的信心，也 可能在参议院遭遇更大阻力。 因此，沃什成为比较合适的人选。他提出"降息+缩表"的创新组合，通过缩减美联储资产负债表（缩 表）来换取降息空间，这种"双轨并行"策略既满足了特朗普对降息的迫切需求，又保持了对通胀的警 惕，避免了单纯降息可能引发的通胀反弹风险。 也可以说，沃什的"平衡术"被视为"激进色彩较淡"的选择，他既能带来特朗普希望的一些变革（如缩 表、简化职能），又不 ...

2026年1月，在政策切换与年终促销透支的双重作用下，国内车市经历深度调整。 据乘联分会初步推算，1月狭义乘用车零售市场规模约为180万辆，环比下降20.4%，同比微增0.3%。多家传统车 企和造车新品牌发布的销量数据也显示，今年1月汽车市场整体呈现销量环比下滑、同比上扬的局面。 上汽集团1月销量达32.74万辆，同比增长23.94%，为当月销量规模最高的车企。 吉利汽车集团1月乘用车销量达27.02万辆，同比增长1.29%，环比增长14.08%，成为目前唯一实现同环比正增长的 企业。 比亚迪1月销量国内下滑、海外增长。当月总销量约21万辆，其中海外市场销量超10万辆，同比增长51.47%。海 外市场的快速拓展正成为比亚迪重要的增长引擎。比亚迪品牌及公关部门总经理李云飞年初透露，公司计划在 2026年向中国以外地区销售130万辆汽车。 （文章来源：新京报） 新势力车企中，小米汽车1月交付量超3.9万辆，首次超越零跑汽车。赛力斯、极氪、蔚来1月销量同比分别增长 104.85%、99.7%和96.08%，成为当月表现亮眼的高增长梯队。 吉利汽车集团 14.08% 270167 1% 比亚迪 210051 -30. ...

Core Insights - The domestic automotive market in January 2026 experienced a significant adjustment due to policy changes and year-end promotions, with a retail market size of approximately 1.8 million vehicles, reflecting a month-on-month decline of 20.4% but a slight year-on-year increase of 0.3% [1] Group 1: Traditional Automakers - SAIC Motor Corporation achieved sales of 327,400 vehicles in January, marking a year-on-year increase of 23.94%, making it the top-selling automaker for the month [1] - Geely Automobile Group reported sales of 270,200 vehicles, with a year-on-year growth of 1.29% and a month-on-month increase of 14.08%, being the only company to show positive growth in both metrics [1] - BYD's total sales reached approximately 210,000 vehicles, with domestic sales declining but overseas sales exceeding 100,000 vehicles, reflecting a year-on-year growth of 51.47% [1] - Chery Group's total sales across five brands exceeded 200,000 vehicles, showing a year-on-year decline of 10.7% [2] - GAC Group's sales were 116,600 vehicles, with a year-on-year increase of 18.47% [2] - Great Wall Motors sold over 90,300 vehicles, achieving a year-on-year growth of 11.59% [2] Group 2: New Energy and Emerging Automakers - Xiaomi Automobile delivered over 39,000 vehicles in January, surpassing Leap Motor for the first time [2] - Emerging automakers such as Seres, Zeekr, and NIO reported year-on-year sales growth of 104.85%, 99.7%, and 96.08% respectively, indicating strong performance in the high-growth segment [2] - The sales data for several new energy vehicle companies showed significant fluctuations, with some experiencing declines while others achieved substantial growth [4]

传统淡季下，1月份土地市场供需偏弱，百强房企拿地总额同比减半。市场呈现显著分化：一方面，整体拿地规模 收缩，仍是央企、国企拿地。此外还有包括石家庄城发投在内的地方城投拿地；另一方面，核心城市稀缺优质地 块仍受关注，为市场注入信心。 业内人士认为，随着各地供地计划推出及专项债收储闲置土地工作推进，尤其是核心城区优质地块的出让，将推 动房企拿地热情回升。 1月淡季房企拿地规模收缩 | 7 | 南京江北新区产业投资 15亿元 | | | --- | --- | --- | | 8 | 徐州市硕源交通投资 | 13亿元 | | 9 | 启东城投 | 13亿元 | | 10 | 江苏皋开投资 | 12亿元 | | 11 | 上海紫都量业 | 10亿元 | | 12 | 上海紫竹高新区 | 10亿元 | | 13 | 南通金蛤岛投资 | 10亿元 | | 14 | 华西集团 | 9亿元 | | 15 | 淮安开发控股 | 9亿元 | | 16 | 天岳投资 | 9亿元 | | 17 | 浙江博策房地产 | 9亿元 | | 18 | 如德县宣居环境建设 | 9亿元 | 据中指研究院数据，2026年1月，TOP100企业拿地 ...

新京报贝壳财经记者 胡萌 编辑 岳彩周 校对 柳宝庆 沈显兵先生，1986年8月出生于湖北，中共党员。毕业于中国科学技术大学物理学专业。自2015年起参 与上海市启林投资管理有限公司的创建及后续运营管理工作，担任创始合伙人。 贝壳财经记者据私募排排网数据查询，启林投资是一家百亿量化私募，2025年凭借着36.26%的收益均 值位列百亿私募榜第29名。 沈显兵先生，1986年8月出生于湖北，中共党员。毕业于中国科学技术大学物理学专业。自2015年起参 与上海市启林投资管理有限公司的创建及后续运营管理工作，担任创始合伙人。 2月2日，启林投资发布公告，公司创始合伙人沈显兵，于2026年2月2日10时36分与世长辞，享年40岁。 贝壳财经记者据私募排排网数据查询，启林投资是一家百亿量化私募，2025年凭借着36.26%的收益均 值位列百亿私募榜第29名。 新京报贝壳财经记者 胡萌 编辑 岳彩周 校对 柳宝庆 2月2日，启林投资发布公告，公司创始合伙人沈显兵，于2026年2月2日10时36分与世长辞，享年40岁。 ...

Core Viewpoint - In January 2026, the sales performance of the top 100 real estate companies in China showed a total sales amount of 190.5 billion yuan, reflecting a year-on-year decline of 18.9%, indicating a stable continuation of the downward trend observed in the previous year [5][10]. Group 1: Sales Performance - The total sales amount for the top 100 real estate companies in January 2026 was 190.5 billion yuan, which is a year-on-year decrease of 18.9%, consistent with the decline observed throughout the previous year [5][10]. - The top three companies in terms of total sales were Poly Developments (15.6 billion yuan), China Overseas Land & Investment (14.47 billion yuan), and China Resources Land (11.65 billion yuan) [5][10]. - The average sales amount for the top 10 companies was 9.33 billion yuan, down 11.6% year-on-year, while the average for companies ranked 11-30 was 2.6 billion yuan, down 25.6% [10]. Group 2: Market Dynamics - The decline in sales is attributed to a high base from January of the previous year, where core city markets were notably active [5][9]. - The new entrant, China Travel Investment, ranked 5th with a sales amount of 9.28 billion yuan, marking a significant rise from previous years [9]. - The sales performance of the top 10 companies remained relatively stable, with three companies showing year-on-year increases, while seven experienced declines [10]. Group 3: Future Outlook - Analysts expect that as the Chinese New Year approaches, real estate companies may increase marketing efforts, which could lead to a temporary boost in market activity [11]. - There is a need for coordinated policy efforts from both demand and supply sides to effectively restore market confidence [11].

2月2日，日本首相高市早苗在手部受伤后连续两天展示受伤右手卖惨拉票。1日，高市在岐阜县刚准备 演讲，突然举起右手展示，五指缠满绷带。2日，高市在长野县进行拉票演讲时现场一名观众感到身体 不适，高市称为让救护车找到该观众，决定不用麦克风，改为嘶吼喊话，此举被质疑作秀。随后她在新 潟县为自民党候选人助选，又用受伤的右手握话筒。 ...

2月2日，2026年春运大幕正式开启，这也是北京"八站两场"新格局形成后迎来的首次"大考"。记者从市 交通委、市重点站区管委会获悉，春运期间，八大火车站进出京旅客预计达到3970万人次，同比上升约 2.2%。为了保障旅客出行，本市将在客流高峰时段采取地铁延时组网、网约平台倾斜派单、公交兜底 保障等措施"组合拳"。图为北京丰台站，旅客前往检票口。 ...

Core Viewpoint - The surge in gold prices has led to significant profit increases for gold companies, but the volatility in gold prices has also introduced uncertainty in the valuation of these stocks [1][4]. Group 1: Company Performance - Shandong Gold expects a net profit of 4.6 billion to 4.9 billion yuan for 2025, representing a year-on-year increase of 56% to 66% [2]. - Sichuan Gold anticipates a net profit of 420 million to 480 million yuan for 2025, with a growth of 69.23% to 93.40% [2]. - Western Gold forecasts a net profit of 425 million to 490 million yuan for 2025, reflecting a year-on-year increase of 46.78% to 69.23% [3]. Group 2: Market Dynamics - The international gold price has seen a year-to-date increase of approximately 25% as of January 28, 2026, followed by a significant correction [4]. - On February 2, 2026, several gold stocks, including Sichuan Gold and Shandong Gold, experienced sharp declines after previously hitting upper limits due to rising gold prices [5]. - The volatility in gold prices has led to a divergence in market expectations, with investors caught between high expectations for gold pricing and traditional views of cyclical reversals [5]. Group 3: Investment Insights - Investors should differentiate between "trends" and "volatility," focusing on long-term holdings of companies with low costs and high growth certainty while taking advantage of short-term market reactions [6]. - Key indicators for selecting mining stocks include "unit reserve market value," "gold cost per gram," and "reserve replacement rate," which provide deeper insights into a company's intrinsic value and long-term competitiveness [6]. - The investment logic for silver stocks is similar to that of gold stocks but is driven by industrial demand narratives, particularly in sectors like photovoltaics and AI hardware, which amplify price volatility and risk [8].

庄稼汉曾任福建省环境保护厅厅长、党组书记，南平市委书记，厦门市市长等职。 2020年7月，庄稼汉任福建省委常委、统战部部长，2021年12月任福建省人大常委会党组副书记，2022 年1月当选福建省人大常委会副主任，至此番履新。 此前，庄稼汉已任福建省人大常委会党组副书记、副主任。 公开简历显示，庄稼汉，男，汉族，1963年10月生，在职研究生，中共党员。 据福建省人大常委会官网"省十四届人大常委会组成人员"栏目最新信息显示，福建省人大常委会副主任 庄稼汉，已同时担任福建省人大常委会党组书记。 此前，周联清任福建省人大常委会党组书记、副主任。1月31日，因任职年龄原因和工作需要，周联清 辞去福建省人大常委会副主任。 ...