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].

【导读】商务部等9单位印发《2026"乐购新春"春节特别活动方案》 刚刚，又有利好来了！ 2月2日，商务部官网显示，商务部、中央宣传部、文化和旅游部、中国人民银行、金融监管总局、广电总局、体育总局、中国民航局、中国国家铁路集团 有限公司等9单位印发《2026"乐购新春"春节特别活动方案》（以下简称《活动方案》），意在繁荣节日市场，激发消费活力。 《活动方案》指出，2026年春节将迎来9天假期（2026年2月15日—23日），为繁荣节日市场、丰富群众文化生活、激发假期消费活力，打造全域联动、全 民乐享的春节消费盛宴，结合农历马年文化内涵与春节消费特点，制定本方案。 《活动方案》将紧扣年俗文化、家庭团圆、购物出行等核心需求，聚焦首发经济、数字消费、绿色消费、智能消费、健康消费、入境消费等领域，通过商 旅文体健融合、线上线下（300959）联动，组织开展内容丰富多彩、群众喜闻乐见的春节促消费活动，扩大优质商品和服务供给，丰富多元化消费场景， 激发实体商业活力，更好满足人民美好生活需要。 支持措施方面，《活动方案》提到以下五点重要内容： （一）开展有奖发票。指导有奖发票试点城市在春节期间加大奖金投放力度，鼓励其他地区 ...

【导读】本周29只基金发行，权益产品仍为主力 2月首周（2026年2月2日至2月5日），公募基金市场将有29只新基金（仅统计初始基金，下同）开售。基金类别上，权益类基金仍占多数。 5只债基平均认购天数约18天，其中路博迈添航、农银瑞恒设置募集上限60亿份。 具体来看，本周新发的29只基金里，股票型基金有11只，混合型基金、FOF、债券型基金分别为7只、6只、5只。平均认购天数为12天。 主动权益类产品有8只，平均认购天数约13天，其中2只为医药主题产品：上银医药精选、广发医疗创新精选；后者募集上限为80亿份，认购天数为3天。 被动指数产品中，主要有生物、有色、电池等主题产品，以及红利策略产品。平均认购天数为10天。其中3只产品设置募集上限80亿份，分别为易方达中 证电池主题ETF、博时中证工业有色金属主题ETF、易方达中证全指红利质量ETF。 6只FOF平均认购天数约11天，均为3个月持有期 ，其中3只设置募集上限80亿份，分别为广发悦丰多元稳健三个月持有、国投瑞银聚福稳健3个月持有、 天弘盈享多元领航3个月持有。 | 代码 | 名称 | 认购起始日期 | 认购截止日期 | 认购天数 | 募集份额上 | 基金 ...

【导读】阿里春节之战：千问App撒30亿免单福利，普及AI生活方式 2月2日，千问APP宣布投入30亿启动"春节请客计划"，以免单形式请全国人民在春节期间吃喝玩乐，感受AI时代的全新生活方式。据悉，淘宝闪购、飞 猪、大麦、盒马、天猫超市、支付宝等阿里生态业务也将加入"千问"春节攻势。 业内人士表示，这标志着，阿里用30亿的补贴，暴力拆除用户对"AI办事"的心理围栏，将AI竞赛拉入新一代的AI生活方式。 千问APP投入30亿 启动春节请客计划 据悉，此次千问30亿春节请客计划，在阿里历史上的春节活动中投入最大，在今年春节大厂AI大战中投入金额也最高。 沪上一位大厂电商人士指出，通过这个春节，用户将不用在十几个APP之间反复跳转、比价、点击，而是会慢慢习惯把需求直接扔给千问。在互联网史 上，春节从来不仅仅是一个节日，而是国民级习惯养成的最佳练兵场。历史上的今天，2026年春节或许将被视为AI办事元年。千问APP当下的动作，正是 为了推开这扇大门。 已提前半个月 为春节攻势做准备 据千问APP官微信息显示，"千问春节请客计划"将于2月6日正式上线，强调"吃喝玩乐 免单不停"，还有大额现金红包，但官方尚未透露具体的活 ...

【导读】2月金股最新名单出炉，配置坚守"科技+有色"双主线 中国基金报记者舍梨 开年首月券商金股交出了一份亮眼成绩单。Wind数据显示，1月份券商共推荐307只金股，其中207只个 股当月实现股价上涨，占比近七成。其中，单只金股最高涨幅接近100%。 展望2月行情，券商普遍认为，春季行情趋势仍将延续，春节之前市场可能震荡，但牛市驱动力未变， 配置层面依旧坚守"科技成长 + 周期价值"双主线思路。 | 序号 | 金股组合名称 | 1月收益 | | --- | --- | --- | | 1 | 申万月度金股 | 16. 19% | | 2 | 中邮月度金股 | 15. 16% | | 3 | 平安月度金股 | 14. 36% | | ব | 华源月度金股 | 13. 65% | | 5 | 西南月度金股 | 13. 26% | | 6 | 华龙月度金股 | 12. 62% | | 7 | 东北月度金股 | 12. 53% | | 8 | 国元月度金股 | 11. 95% | | 9 | 国海月度金股 | 11. 14% | | 10 | 中航月度金股 | 10. 55% | | 11 | 太证月度金股 | 10 ...

Market Overview - The A-share market experienced a collective decline of over 1% across the three major indices, with the Shanghai Composite Index down 1.32% to 4063.54 points, the Shenzhen Component down 1.41%, and the ChiNext Index down 1.18% [3][4] - A total of 3496 stocks fell, while only 1844 stocks rose, with 87 stocks hitting the daily limit up [4] Sector Performance - The gold stock index dropped by 8.2%, while indices for non-ferrous metals, industrial metals, and A-share resources all fell by over 5% [1] - The coal index decreased by over 4%, and the semiconductor index fell by 3% [1] - Conversely, the liquor sector showed resilience, with major brands like Kweichow Moutai and Wuliangye rising by 2.64% and 2.68% respectively [5][6] - The banking sector also saw gains, with CITIC Bank rising over 3% and several other banks increasing by more than 1% [9][10] - The electric grid equipment sector experienced a "limit-up" trend, with multiple stocks hitting the daily limit [11] Liquor Sector Insights - Kweichow Moutai's stock price reached 1438 CNY, with a market capitalization of 18008 billion CNY [5][7] - The wholesale price of Feitian Moutai rose to 1710 CNY per bottle on January 30, before retreating to 1630 CNY on February 1 [8] Banking Sector Developments - The China Securities Regulatory Commission (CSRC) proposed allowing various institutional investors, including public funds and bank wealth management products, to participate as strategic investors in stock issuances [10] Electric Grid Equipment Sector - The electric grid equipment sector is experiencing a surge due to increased demand for power transformers, with many factories operating at full capacity [11] Precious Metals and Industrial Metals - The precious metals sector faced significant declines, with multiple stocks hitting the daily limit down, including major players like Zhaojin Mining and Sichuan Gold [13][14] - The industrial metals sector also saw substantial drops, with companies like Tongling Nonferrous Metals and Jiangxi Copper recording limit down [15][16]

Core Viewpoint - The landmark building "Yongxing Silver Building" in Hunan's Chenzhou City was auctioned with a starting price of 25.1 million yuan but ultimately went unsold due to lack of bids, despite its high silver content and perceived low price per gram of silver [1][7]. Group 1: Auction Details - The Yongxing Silver Building contains 1.75 tons of pure silver, with a silver content of 70%, and was evaluated at 12.05 million yuan, translating to a price of 6.88 yuan per gram of silver [3][5]. - The total assessed value of the auctioned assets, including land, buildings, and silver, was approximately 31.37 million yuan, with the starting bid set at 25.1 million yuan [5][7]. Group 2: Cultural Significance - The building is part of the "China Silver Culture Museum" and is a key cultural symbol of the "Silver Capital" of China, emphasizing the local heritage and tourism potential [7][8]. - The auction announcement specified that the buyer must maintain the building's status as a cultural tourism site and cannot change its intended use, ensuring the project's long-term operational stability [8]. Group 3: Market Reaction - The auction attracted significant public interest, with many online comments highlighting the perceived bargain price of the silver content, referring to it as "cabbage price" [3][4]. - Despite the initial excitement, the auction ended without any bids, indicating potential market hesitance or misalignment between perceived value and actual demand [7].