【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。 ...

【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。 也有观点认为，欧元走强不会直接影响货币政策路径。例如，西班牙对外银行驻马德里外汇策略主管罗 伯托·科博·加西亚表示，只要避免无序的剧烈波动，更强劲的欧元不会像2025年初那样，引发明显的鸽 派政策反应。汇率波动的幅度和速度也是影响央行评估的重要因素。 欧洲央行宣布货币政策决议时表示，决心确保中期内通胀稳定在2%的目标水平。 东方汇理财富管理表 ...

Core Viewpoint - The financial influencer "Love to Invest Little Sheep" has faced account restrictions on Douyin, leading to widespread speculation and concern within the investment community regarding potential regulatory issues related to fund marketing practices [2][3]. Group 1: Account Status and Reactions - On February 5, the account of "Love to Invest Little Sheep" was reportedly unable to be found on the Ant Wealth community, leading to rumors of a "permanent ban" [3]. - The influencer quickly released a video on Douyin to clarify that the account in question was not his, but rather a mimic account, and stated that his own account was set to private [4]. - It was noted that "Love to Invest Little Sheep" has two accounts on Douyin, with one also being in a restricted state [6]. Group 2: Regulatory Issues and Violations - The ban appears to be linked to violations involving the promotion of funds without proper qualifications, as regulatory bodies previously reported that a fund company collaborated with unqualified internet influencers to market their products [8]. - The fund company in question failed to adequately disclose risks to investors and did not manage investor suitability properly, violating regulations [8]. - As a result of these violations, regulatory measures were taken against the fund company, including a directive to correct practices and a suspension of public fund product registrations [9].