Core Viewpoint - The cryptocurrency market has experienced a significant downturn, with major cryptocurrencies collectively plummeting, leading to over 580,000 liquidations and a total liquidation amount of approximately $2.665 billion [1][3]. Group 1: Market Performance - Bitcoin's price dropped to around $60,000 before recovering to approximately $64,000, marking a significant volatility in the market [1]. - In the last 24 hours, major cryptocurrencies such as Bitcoin, Ethereum, Dogecoin, and Cardano saw declines exceeding 10% [7]. - The "Fear & Greed Index" is at 10, indicating an "extreme fear" state in the market [4]. Group 2: Liquidation Data - A total of 586,219 individuals were liquidated in the past 24 hours, with long positions accounting for $2.314 billion and short positions for $351 million [3][4]. - Liquidation amounts over different time frames include $556 million in one hour, $817 million in four hours, and $2.127 billion in twelve hours [4]. Group 3: Company Impact - Strategy Inc. reported a net loss of $12.4 billion in Q4, primarily due to the decline in the market value of its substantial Bitcoin holdings [9]. - The company's stock fell over 17% on February 5, reflecting the adverse effects of the market downturn on its financial performance [9]. Group 4: ETF and Investor Sentiment - Over $740 million flowed out of more than 140 cryptocurrency-themed ETFs in a single day, with nearly $4 billion in net outflows over the past three months [10]. - The average cost for holders of U.S. spot Bitcoin ETFs is approximately $84,100, indicating that many investors are currently facing unrealized losses [10]. Group 5: Expert Opinions - Michael Novogratz, CEO of Galaxy Digital, noted a shift in market sentiment, with the previous strong belief in holding Bitcoin diminishing, leading to increased selling [11]. - Michael Burry warned that the price drop could trigger a self-reinforcing "death spiral," causing lasting damage to companies that accumulated Bitcoin over the past year [11]. - Alex Thorn from Galaxy Digital predicted that Bitcoin's downward trend may accelerate, potentially pushing prices below $60,000 due to a lack of recent catalysts and its failure to act as a hedge against currency devaluation [11].

【导读】韩国市场暴跌超5% 一起来看下日韩股市的最新情况。 他在这次会议上表示："我们能够创造更多流动性的方式只有两种：一是让更多的本地市场参与者通过有效的融资手段投资于本地市场，二是想办法吸引 外国投资者的资金。" "逐步延长交易时间是必要的，这样才能从海外引入资金流动性。"郑恩博表示，将韩国股市纳入MSCI指数的工作也将展开，其中包括对在KOSPI上市的 公司提前实施以英语为主的监管文件要求。 日本股市同样走低，日经225指数跌1.34%，最新报53098.74点。 黄金、白银再度跳水 2月6日，韩国综合指数开盘大跌超5%。韩国交易所因韩国KOSPI 200指数期货下跌5%，触发程序化交易暂停机制，程序化交易暂停5分钟。 个股方面，三星电子、SK海力士追随隔夜美股跌势，开盘大跌。 韩国交易所（KRX）主席郑恩博周四表示，韩国基准股票指数有望突破6000点大关，并誓言将努力推动股市发展，包括将交易时间延长至24小时。 郑恩博在该交易所今年的首次新闻发布会上表示："与全球其他市场相比，我认为我们的市场有潜力达到至少6000点的水平。我相信要实现这一目标不会 有任何重大问题。"他所指的是基准的韩国综合股价指数（ ...

【导读】锋龙股份：如股票进一步异常上涨，可能再次申请停牌核查 中国基金报记者晨曦 超级牛股锋龙股份，再度发布停牌核查预警！ 2月6日盘前，锋龙股份发布股票交易异常波动暨风险提示公告。锋龙股份称，如未来公司股票价格进一步异常上涨，公司可能再次向深圳证 券交易所申请停牌核查。敬请广大投资者理性投资，注意投资风险。 股价持续飙涨之际，锋龙股份已两度停牌核查，分别于1月19日，2月2日复牌。 值得关注的是，2月2日复牌后，锋龙股份终结此前多日连板行情，但仍连续4日拉出大阳线。据披露，锋龙股份2025年12月25日至2026年2月5 日期间，股价涨幅达491.97%。截至2月5日收盘，锋龙股份股价为116.5元/股，总市值为254.56亿元。 锋龙股份表示，公司股票短期内价格涨幅巨大，已累积极大交易风险，远超市场走势，存在股价快速下跌的风险。目前，公司股票价格已严 重脱离公司基本面情况，市盈率和市净率远超行业平均水平，存在市场情绪过热、非理性炒作风险。 此外，锋龙股份再次强调，深圳市优必选科技股份有限公司承诺在本次收购完成后36个月内，不存在向上市公司注入其所持有资产的计划。 截至目前，公司不涉及人形机器人业务，预计未 ...

Core Viewpoint - Fenglong Co., Ltd. has issued a warning regarding potential stock price fluctuations, indicating that if the stock price continues to rise abnormally, the company may apply for a trading suspension for further investigation [2][4]. Group 1: Stock Performance - Fenglong Co., Ltd. has experienced significant stock price increases, with a rise of 491.97% from December 25, 2025, to February 5, 2026 [4]. - As of February 5, 2026, the stock price closed at 116.5 CNY per share, with a total market capitalization of 25.456 billion CNY [4][6]. - The stock has been suspended for trading twice, on January 19 and February 2, 2026, before resuming trading [4]. Group 2: Financial Metrics - For the first three quarters of 2025, Fenglong Co., Ltd. reported revenue of approximately 373 million CNY, representing a year-on-year increase of 9.47% [10]. - The net profit attributable to shareholders for the same period was approximately 21.518 million CNY, showing a substantial year-on-year increase of 1714.99% [10]. Group 3: Business Operations and Risks - The company emphasizes that its stock price has significantly deviated from its fundamental value, with price-to-earnings (P/E) and price-to-book (P/B) ratios far exceeding industry averages, indicating potential market overreaction and irrational speculation [8]. - Fenglong Co., Ltd. is not currently involved in humanoid robotics and does not anticipate significant changes in its main business over the next 12 months [8]. - The acquisition progress involving UBTECH Robotics has not seen any substantial developments, and the completion of the transaction remains uncertain due to pending approvals and compliance checks [8].

Market Overview - The Dow Jones Industrial Average fell by 592.58 points, a decline of 1.20%, closing at 48,908.72 points [2] - The Nasdaq Composite dropped by 363.99 points, down 1.59%, ending at 22,540.59 points [2] - The S&P 500 index decreased by 84.32 points, a 1.23% drop, closing at 6,798.40 points [2] Technology Sector Performance - Major tech stocks experienced significant declines, with Microsoft down nearly 5%, Amazon falling over 4%, and Tesla dropping more than 2% [6] - The performance of the "Tech Seven" index showed a decrease of 1.75% [7] - Amazon plans to invest $200 billion in data centers and chips, raising concerns among investors about profit pressures before returns materialize [7] Commodity Market Movements - Crude oil prices fell after a previous increase, with WTI settling at $63.29 per barrel and Brent crude down 2.8% to $67.55 per barrel [9] - Silver prices saw a significant drop, with a decline of 18% on Thursday, closing at $72.12 per ounce [10] - Bitcoin fell below $65,000, erasing all gains since Trump's election, marking a significant downturn in the cryptocurrency market [12][15] Economic Indicators - The number of planned layoffs in January reached the highest level for that month since the global financial crisis, while hiring intentions hit a record low [5] - Initial jobless claims in the U.S. rose significantly, reaching the highest level since early December, reversing a recent downward trend [5]

【导读】美股下跌，道指跌近600点；原油下跌，白银重挫，比特币跌破65000美元/枚 美东时间2月5日（周四），道指下跌近600点，纳指与标普500指数连续第三个交易日下跌。大型科技股多数下跌，微软跌近5%。原油下跌，白银重挫。 比特币跌破65000美元/枚，抹去特朗普胜选以来全部涨幅。 道指收跌近600点 标普指数抹去今年涨幅 道指跌592.58点，跌幅为1.20%，报48908.72点；纳指跌363.99点，跌幅为1.59%，报22540.59点；标普500指数跌84.32点，跌幅为1.23%，报6798.40点。 特朗普宣称，他觉得美联储下调美国基准利率这一举动"毋庸置疑"。他坚信自己所提名的下一任美联储主席人选凯文·沃什能够领会他期望下调利率的立 场。 | 美国科技七姐妹指数 | 19879.33 | -1.75% | | --- | --- | --- | | 8884057 | | | | 苹果(APPLE) | 275.910 | -0.21% | | US AAPL | 275.820 | -0.03% 盘后 | | 谷歌(ALPHABET)-A | 331.250 | -0.54% | | ...

原油价格也在跳水。 2月5日晚间，全球市场大溃败，美股三大指数大跌，道指跌约600点，纳指跌近2%。 | | | 比特币跌破7万美元关口，来到了6.7万美元。德意志银行分析师Marion Laboure表示："我们认为这种持续性的抛售表明，传统投资者 正在失去兴趣，整体上对加密货币的悲观情绪在加深。"也有分析称，是投资者对比特币作为价值储存手段、通胀对冲工具和数字货币 的效用信心减弱所致。 这轮暴跌的导火索之一，是市场担心人工智能对软件公司估值的冲击。 另外，加密货币市场的抛售继续加速：比特币跌破7万美元——这被视为关键支撑位。贵金属方面，白银的压力再次出现：银价结束此 前两天反弹。 情绪更偏悲观的另一原因，是劳动力市场走弱的担忧升温。职业安置机构Challenger, Gray & Christmas报告称，美国雇主在1月宣布裁 员108435人，为全球金融危机以来最高的"1月裁员总数"。同时，美国劳工部数据显示，截至1月31日当周的初请失业金人数增幅也高 于预期。 此外，美国劳工统计局（BLS）报告称，2025年12月职位空缺降至自2020年9月以来的最低水平。 谷歌母公司Alphabet是"美股七巨头" ...

Market Overview - Global markets experienced a significant downturn, with major indices in the US suffering substantial losses. The Dow Jones dropped approximately 600 points, while the Nasdaq fell nearly 2% [1][2]. Stock Performance - Major technology stocks faced considerable declines, including Qualcomm (-7.58%), Oracle (-4.55%), Google (-4.51%), Amazon (-4.38%), and Tesla (-3.66%) [3]. - Alphabet, the parent company of Google, saw its stock decrease by 4% following its announcement of expected capital expenditures related to artificial intelligence, which could reach up to $185 billion by 2026 [7][8]. Commodities and Cryptocurrencies - Precious metals experienced sharp declines, with silver prices plummeting over 16% [3]. - Oil prices also fell significantly during this period [4]. - Bitcoin dropped below the $70,000 mark, settling at $67,000, indicating a loss of interest from traditional investors and a growing pessimism regarding cryptocurrencies [5]. Economic Indicators - Concerns about the labor market intensified, with US employers announcing 108,435 layoffs in January, the highest number for that month since the global financial crisis [8]. - Initial jobless claims for the week ending January 31 exceeded expectations, further contributing to a negative market sentiment [8]. - The US Bureau of Labor Statistics reported that job vacancies fell to their lowest level since September 2020 by December 2025 [9].

【导读】全线暴跌 兄弟姐妹们啊，今晚全线暴跌，黄金、白银、原油、币圈、美股全崩！ 谷歌母公司Alphabet是"美股七巨头"（Magnificent Seven）中最新公布财报的公司。公司预计人工智能相关支出将大幅增加，这一表态 吓到了部分投资者：Alphabet预计2026年资本开支最高可达1850亿美元。其股价最新下跌4%。与此同时，受Alphabet支出计划消息刺 激，博通（Broadcom）股价上涨2%，给AI交易带来一些希望——市场正在分辨谁会是AI浪潮里的赢家。 除Alphabet外，高通（Qualcomm）也承压下跌，在给出低于预期的业绩指引后股价大跌9%，原因是全球内存短缺。 另外，加密货币市场的抛售继续加速：比特币跌破7万美元——这被视为关键支撑位。贵金属方面，白银的压力再次出现：银价结束此 前两天反弹。 黄金、白银暴跌，白银价格狂泻超16%。 原油价格也在跳水。 比特币跌破7万美元关口，来到了6.7万美元。德意志银行分析师Marion Laboure表示："我们认为这种持续性的抛售表明，传统投资者 正在失去兴趣，整体上对加密货币的悲观情绪在加深。"也有分析称，是投资者对比特币作为价值储存手 ...

【导读】欧洲央行、英国央行维持利率不变，符合市场预期 当地时间2月5日（周四），英国央行和欧洲央行如期宣布维持利率不变。 欧洲央行：确保中期通胀稳定在2%目标水平 最新决议显示，欧洲央行宣布维持三大利率不变，将存款机制利率维持在2.00%，将主要再融资利率维 持在2.15%，将边际贷款利率维持在2.40%，符合市场预期。 本次决议宣布后，欧元兑美元短线走强。 1月以来，欧元持续走强。此次走强也受到美元走弱的推动。有分析师向中国基金报记者表示，欧元升 值影响欧洲央行维持物价稳定，将抑制出口增长，也会拉低进口成本。 本次决议宣布前，已有部分欧洲央行官员对欧元进行"口头干预"。例如，法国央行行长弗朗索瓦·维勒 罗瓦·德加洛称，并无汇率目标，但在制定政策时将评估欧元升值的影响。 自2024年8月以来，英国央行已累计降息150个基点。英国央行上一次降息是在去年12月，政策紧缩程度 有所缓解。 英国央行称，根据目前的情况，利率可能进一步下调。货币政策进一步放松的幅度和时机将取决于通胀 前景的演变。当前货币政策的设定目标是确保通胀率不仅回落至2%，而且能够在中期内持续稳定在这 一水平，这需要在实现目标过程中平衡各种风险。 ...