【导读】中国农业发展银行湖南省分行原党委书记、行长吴晓轮接受纪律审查和监察调查 金融反腐最新通报来了！ 2月2日，中央纪委国家监委官网通报：中国农业发展银行湖南省分行原党委书记、行长吴晓轮涉嫌严重违纪违法，目前正接受中央纪委国家监委驻中国农 业发展银行纪检监察组纪律审查和湖北省咸宁市监委监察调查。 公开简历信息显示，吴晓轮，男，中共党员，高级经济师。吴晓轮曾任中国农业发展银行湖南省分行副行长，湖南省分行党委书记、行长等职务。在农发 行任职期间，吴晓轮还曾担任湖南农村经济发展研究院副理事长等社会职务。 据悉，吴晓轮于2013年下半年被免职。天眼查信息显示，中国农业发展银行湖南省分行的法定代表人在2014年3月由吴晓轮变更为他人。 值得关注的是，2015年审计署公布22起违法违纪问题处理情况，其中即包含"中国农业发展银行湖南分行原行长吴晓轮违规批准发放贷款问题"。 审计署指出，2009年至2013年，经吴晓轮批准，其弟吴军轮等人协助不符合条件的企业从中国农业发展银行湖南分行取得贷款和担保，从中牟取不正当利 益。 2013年8月，审计署将此线索移送中央纪委组织查处。2014年6月，中国农业发展银行党委给予吴晓轮撤销 ...

兄弟姐妹们，今天的市场，金银下跌导致了全球大跌，泰勒特意找来相关解读，希望给到大家情绪上的 安慰价值。 好的一面是，咱们这边收盘之后，外围市场稍微回暖，包括国际黄金白银在内的多种贵金属的价格，跌 幅已经有所收窄。 【导读】简单分析一下原因吧。 欧美股市的情绪也缓和了下来。 Tiger Brokers 新加坡市场策略师 James Ooi称："我们看到的这波股市暴跌，部分原因是金银急跌后引发 的保证金追缴（margin call），另外也受到甲骨文（Oracle）500亿美元融资，以及更广泛的加密市场下 行拖累。围绕凯文·沃什可能出任美联储主席的政策不确定性也在打压市场情绪。虽然他看起来支持降 息，但他偏好缩减美联储资产负债表，整体仍意味着金融环境趋紧。" 新加坡 Lucerne Asset Management 投资主管 Marc Velan称："本周开局可谓波澜起伏。这更像是典型的 去杠杆/流动性紧缩，而非单一催化剂所致。流动性最强的资产头寸拥挤，再叠加系统性卖出以及保证 金驱动的被动平仓，往往会首先冲击'最容易卖掉的资产'。贵金属的这次暴跌行情在速度和幅度上的特 征，更像是一次仓位出清式的调整，而非一次清 ...

新加坡华侨银行策略师Christopher Wong称："贵金属的持续抛售反映了技术面与情绪压力的叠加。虽 然经历这次回调后价格不再处于高位，但对美元走势、收益率重新定价以及美联储政策不确定性的敏感 度仍然很高；同时，保证金相关的被动卖出以及触发止损单（sell-stops）进一步放大了这轮下跌。" （原标题：暴跌原因，找到了！） 【导读】简单分析一下原因吧。 中国基金报记者 泰勒 兄弟姐妹们，今天的市场，金银下跌导致了全球 大跌，泰勒特意找来相关解读，希望给到大家情绪上的安慰价值。 好的一面是，咱们这边收盘之后， 外围市场稍微回暖，包括国际黄金白银在内的多种贵金属的价格，跌幅已经有所收窄。 欧美股市的情 绪也缓和了下来。 以下是市场分析师们的最新解读。 CMC Markets亚洲及中东负责人Christopher Forbes称："这就是典型的避险（risk-off）和去杠杆—— 把系统里累积起来的杠杆冲刷出去。散户投资者在一些高度集中仓位上，因为风险资产获取成本低、操 作方便，堆了太多，现在正在被迫回撤、拆仓。" 瑞士宝盛银行亚洲研究主管 Mark Matthews称："更可能的解释是：贵金属在前一周已经 ...

（原标题：唐一军，无期徒刑！） 因受贿1.37亿余元，唐一军被判处无期徒刑，剥夺政治权利终身，并处没收个人全部财产。 唐一军出生 于1961年3月，山东莒县人，曾任浙江省委副书记、宁波市委书记等职，2017年10月任辽宁省委副书 记、代省长，2018年1月任辽宁省省长，2020年4月任司法部部长、党组副书记，2021年8月任司法部部 长、党组书记。2023年1月，他任江西省政协党组书记、主席。 2024年4月，唐一军被查，10月被开除 党籍和公职。2025年9月11日，该案公开开庭审理，唐一军当庭表示认罪悔罪。 厦门中院经审理查明： 2006年至2022年，被告人唐一军利用担任浙江省宁波市委副书记、市纪委书记，宁波市委副书记、政法 委书记，宁波市政协主席，浙江省委常委、宁波市委书记，辽宁省委副书记、省长，司法部党组书记、 部长等职务上的便利，以及职权或者地位形成的便利条件，为有关单位和个人在公司上市、土地回购、 银行贷款、案件处理等方面谋取利益，非法收受财物共计价值人民币1.37亿余元。 厦门中院认为，被告 人唐一军的行为构成受贿罪。唐一军受贿数额特别巨大，并使国家和人民利益遭受特别重大损失，应依 法惩处。鉴 ...

Core Viewpoint - Recent volatility in precious metal prices has prompted major banks, including China Merchants Bank and Postal Savings Bank of China, to issue risk warnings and adjust their trading policies to protect investors [1][2]. Group 1: China Merchants Bank Actions - China Merchants Bank announced adjustments to its "Zhaocai Gold" business due to increased volatility in domestic and international precious metal prices [1]. - Starting from February 2, 2026, the margin ratio for various gold contracts, including Au(T+D) and Ag(T+D), will be increased from 60% to 70%, while the price fluctuation limit remains unchanged at 15% [1]. - For the Ag(T+D) contract, if a one-sided market occurs, the fluctuation limit will increase from 19% to 25% starting the next trading day after the margin adjustment [1]. Group 2: Postal Savings Bank Advisory - Postal Savings Bank issued a warning regarding the significant fluctuations in precious metal prices, urging clients to enhance their risk awareness [2][3]. - The bank advised clients to assess their financial situation and risk tolerance carefully, recommending rational investment strategies and careful position management to mitigate potential losses from price volatility [2][3].

Core Viewpoint - Recent volatility in precious metal prices has prompted major banks, including China Merchants Bank and Postal Savings Bank, to issue risk warnings and adjust their trading policies to protect investors [1][2]. Group 1: China Merchants Bank - China Merchants Bank announced adjustments to its "Zhaocai Gold" business due to increased volatility in domestic and international precious metal prices [1]. - Starting from February 2, 2026, the margin ratio for various gold contracts, including Au(T+D) and Ag(T+D), will be increased from 60% to 70% [1]. - The price fluctuation limit for Ag(T+D) contracts will be adjusted to 25% if a one-sided market occurs; otherwise, it will remain unchanged [1]. Group 2: Postal Savings Bank - Postal Savings Bank issued a warning regarding the significant fluctuations in precious metal prices, urging clients to enhance their risk awareness [2][3]. - The bank advised clients to assess their financial situation and risk tolerance carefully, recommending rational investment and risk management strategies [2][3]. - Clients were encouraged to monitor market changes closely and control their positions to mitigate potential financial losses from price volatility [2][3].

中国外交部发言人林剑2月2日主持例行记者会。 （文章来源：中国基金报） 林剑：中方注意到了有关报道。 来源：中国新闻网 有记者提问：美国总统特朗普上周六表示，他欢迎中国与美国达成购买委内瑞拉石油的协议。中国目前 是否正在与美国就此进行谈判？ ...

据北京丰台法院消息，2026年2月2日，北京市丰台区人民法院对被告人汪文杰等19人重大责任事故案公 开宣判，对各被告人以重大责任事故罪依法判处有期徒刑六年六个月至二年不等刑期。 北京市丰台区 人民法院经审理查明，2023年4月18日12时50分许，在北京长峰医院改造工程施工现场，施工单位违规 进行自流平地面施工和门框安装切割交叉作业，环氧树脂底涂材料中的易燃易爆成分挥发、形成爆炸性 气体混合物，遇角磨机切割金属净化板产生的火花发生爆燃；引燃现场附近可燃物，产生的明火及高温 烟气引燃楼内木质装修材料，部分防火分隔未发挥作用，固定消防设施失效，致使火势扩大、大量烟气 蔓延；加之未能有效组织高楼层患者疏散转移等原因，造成29人死亡、42人受伤和严重经济损失。 北 京市丰台区人民法院经审理认为，各被告人在生产、作业中违反有关安全管理的规定，因而发生重大伤 亡事故，情节特别恶劣，依法均应予以惩处。综合考虑各被告人犯罪的事实、情节、危害后果以及是否 自首、认罪悔罪、赔偿经济损失等，依法作出上述判决。 部分人大代表、政协委员及部分被害人、被 告人亲属旁听了案件宣判。 （原标题：29人死亡、42人受伤，北京长峰医院火灾案19 ...

Market Overview - Precious metals experienced a significant crash, with spot silver erasing all gains for the year, plummeting by 14%, while gold fell approximately 10% [2] - International metal prices saw a widespread decline, with notable drops in various commodities [4] Price Movements - New York gold dropped by 9.01% to $1,900.87, platinum fell by 10.40%, copper decreased by 5.75%, and nickel dropped by 8.00% [5] - Domestic futures contracts also hit their limit down [6] Global Market Impact - The crash in gold and silver prices negatively affected global stock markets, with the South Korean stock market falling by 5% and Japan's market initially rising by nearly 2% before closing down over 1% [7] - Major indices in Asia, including the Korean Composite Index and the Nikkei Index, reported declines of over 2% [8][11] Investor Sentiment - Analysts noted that the market's movements reflect a reduction in risk appetite among investors, who are reassessing positions amid high valuations and tightening financial conditions [9] - The selection of Kevin Warsh as the next Federal Reserve Chair is seen as a catalyst for the shift towards a more hawkish monetary policy, contributing to a stronger dollar and impacting commodity markets [9][10] Sector Performance - In the A-share market, all three major indices fell over 2%, with the Shanghai Composite Index down by 2.48% and the Shenzhen Component Index down by 2.69% [11] - The resource sector faced collective adjustments, particularly in precious metals and oil and gas, with several stocks hitting their daily limit down [14] Stock Specifics - In the A-share market, 771 stocks rose while 4652 stocks fell, with notable strength in the electric grid equipment sector and continued gains in liquor stocks [12] - Semiconductor stocks also faced significant declines, with companies like Zhaoyi Innovation and Wentai Technology hitting their daily limit down [16]

Core Viewpoint - In January, the stock ETF market experienced significant outflows, totaling over 790 billion yuan, with a notable net outflow of 37.20 billion yuan on January 30 alone [1][5][3]. Group 1: ETF Market Performance - On January 30, the Shanghai Composite Index fell over 2%, closing down 0.96% at 4117 points, with most industry sectors declining, while communication, electronics, and agriculture sectors showed gains [2][3]. - The total net outflow for all stock ETFs (including cross-border ETFs) in January reached 795.67 billion yuan [5]. - The largest inflows were seen in thematic ETFs such as non-ferrous metals, chemicals, electric grid equipment, and satellite ETFs, while broad-based ETFs like the CSI 300 ETF and SSE 50 ETF faced significant outflows [6][7]. Group 2: Specific ETF Data - On January 30, the SGE Gold 9999 index had the highest net inflow of 16.24 billion yuan, while the CSI 300 index saw the largest outflow of 73.23 billion yuan [3]. - Over the past five days, the SGE Gold 9999 index attracted over 20.2 billion yuan, and the chemical sector saw inflows exceeding 9.9 billion yuan [3]. - Leading fund companies like Huaxia Fund reported significant inflows in their non-ferrous metals ETF and chip ETF, with net inflows of 1.134 billion yuan and 430 million yuan, respectively [3]. Group 3: Sector Insights - The chemical industry ETF from E Fund saw a net inflow of 390 million yuan, while the chip ETF from E Fund had a net inflow of 170 million yuan [4]. - Analysts suggest that geopolitical uncertainties and rising nationalism may drive resource commodities into a super cycle, with metals like gold, silver, copper, aluminum, tungsten, and cobalt being particularly noteworthy [9]. - Investment opportunities are identified in sectors such as steel, building materials, chemicals, and silicon materials, which are expected to benefit from demand recovery [9].