（原标题：SK海力士打造AI半导体工厂） 据韩国《东亚日报》2月9日报道，SK海力士正在加紧建设位于韩国京畿道的龙仁半导体集群综合 产业园的"龙仁Fab1"工厂。该工厂是SK海力士首座全自动化晶圆厂，计划2027年投入运营，将由AI自 动完成所有操纵，全程无需人工干预。 此外，SK海力士还在推进"Master AI"项目，收集分析现有工厂的生产、经营及销售等各类数据， 未来将推广至整个集团。 ...

Core Insights - Brazil's coffee bean production for the 2026/27 season is projected to reach 69.3 million bags, reflecting a year-on-year increase of 10.1% [1] Industry Summary - The anticipated favorable production conditions for Arabica coffee in the 2027 season are attributed to the end of several years of extreme weather events [1]

Core Viewpoint - The Brazilian Central Bank's monetary policy committee (Copom) has decided to maintain the benchmark interest rate (Selic) at 15%, marking the fifth consecutive meeting at this level and the highest since July 2006. The financial market had widely anticipated this outcome, with expectations for a potential interest rate cut in the next meeting [1]. Group 1 - The Selic rate remains unchanged at 15% [1] - This decision reflects the highest interest rate level since July 2006 [1] - The market anticipates the Central Bank may initiate a rate-cutting cycle in the upcoming meeting [1]

Core Insights - The article highlights the significant growth in cargo throughput at Kenyan ports, indicating Kenya's rising status as a regional logistics hub [1] Group 1: Cargo Throughput Growth - By 2025, the cargo throughput at Kenyan ports is projected to reach 15.88 million tons, representing a year-on-year increase of 19.5% [1] - All Kenyan ports experienced growth last year, with Lamu Port showing the most remarkable increase, with throughput rising from 74,400 tons to 799,200 tons [1] - Mombasa Port achieved a throughput of 45.45 million tons, reflecting a growth of 10.9% compared to the previous year [1] - Kisumu Port's throughput reached 496,500 tons, marking a substantial increase of 55.0% [1]

新规定已于星期二（2月3日）正式生效。根据新规，外国投资者仍须申请证券交易代码，并在具备 资格的托管机构开立证券托管账户，以确保监管部门监督。此外，外国证券投资基金管理公司可开立两 个交易账户，一个用于自营交易，另一个用于客户交易管理。 越南的SSI证券公司首席经济学家范柳雄说："这回应了富时罗素及外国机构投资者长期以来提出的 关切，包括合同复杂、准入门槛高及法律清晰度不足等问题。" （原标题：越南放宽外资进入证券市场 通过全球券商直接交易） 《联合早报》2月5日报道，根据越南财政部发布的修订后规定，海外投资者可以通过全球券商直接 下达交易指令，无须在越南本土证券公司开立交易账户。越南进一步放宽外资准入限制旨在提升市场准 入，为越南股市即将获得全球股市评级和指数供应商富时罗素（FTSE Russell）升级为新兴市场做准 备。 去年10月，富时罗素将越南股市评级从前沿市场组别升级至次级新兴市场组别。此次评级调整将于 今年9月正式生效，但须在3月复审。 自2018年9月被列入观察名单以来，越南实施了一系列全面改革措施，以达到国际标准，包括取消 对外国投资者股票交易全额预缴款要求，这是富时罗素上调市场级别的关键先 ...

Core Viewpoint - Sri Lanka has officially launched a Digital Nomad Visa (DNV) to attract remote professionals for long-term residency, aiming to enhance its appeal as a digital and lifestyle destination [1] Group 1: Visa Details - The Digital Nomad Visa is valid for one year and can be renewed annually [1] - Applicants must be foreign citizens aged 18 or older engaged in remote employment, freelancing, or owning a business registered outside Sri Lanka that serves international clients [1] - The visa requires proof of a minimum monthly remittance of $2,000, with an additional $500 for each dependent beyond two [1] Group 2: Application Requirements - Required application materials include a valid passport, medical examination, criminal record check, international health insurance, income and remittance proof, and a recommendation from the Ministry of Digital Economy [1] - The visa processing is handled by the Department of Immigration and Emigration, with an application fee of $500 per person per year [1] Group 3: Rights and Restrictions - Visa holders can legally reside in Sri Lanka for up to 12 months, open bank accounts, rent properties, and enroll children in international or private schools [2] - The visa prohibits local employment, requiring all income to originate from abroad, and mandates compliance with Sri Lankan immigration, tax, and legal regulations [2] - Holders must report any changes in employment, income, or family status within 30 days, and the visa may be revoked for non-compliance or legal risks [2]

巴西《经济价值报》2月4日报道，2025年巴西联邦公共行政支出总额达727亿雷亚尔，同比增长幅 度达11.6%，为自2016年以来的最高水平。 （原标题：2025年巴西联邦公共行政支出同比增长11.6%） ...

Core Insights - Brazil's coffee consumption is projected to decline by 2.31% from November 2024 to October 2025 compared to the previous year [1] - Coffee prices are expected to rise by 5.8% during the same period [1] - The coffee industry's revenue is anticipated to grow by 25.6% [1] Industry Outlook - The president of the Brazilian Coffee Industry Association (Abic), Cardoso, indicates that global coffee inventories remain low, suggesting that coffee prices will not experience a significant drop in 2026 [1] - Despite high tariffs imposed by the United States on Brazilian instant coffee, the Mercosur-European Union free trade agreement is expected to provide a positive outlook for the Brazilian coffee industry [1]

Core Insights - Brazil's net direct investment (IDP) is projected to reach $77 billion in 2025, marking the highest level since 2018 [1] Group 1: Direct Investment Overview - The net direct investment reflects long-term capital inflows and outflows, including business investments, establishment of companies, multinational branch openings, infrastructure projects, new factory constructions, and acquisitions of domestic company shares [1] Group 2: Investment Breakdown - In 2025, net equity investment is expected to amount to $62.4 billion, showing a year-on-year decrease of 3.5% [1] - The domestic market's securities investment (portfolio) is projected to achieve a net inflow of $15.3 billion, with net outflows of $4.9 billion in stocks and investment funds, while bond assets are expected to see a net inflow of $20.2 billion [1]

Core Viewpoint - Brazil's Ministry of Industry and Foreign Trade has approved anti-dumping duties on color-coated steel plates imported from China and India for five years, while maintaining temporary anti-dumping measures on polyester fabric imports from China [1] Group 1: Anti-Dumping Measures - Brazil will impose a five-year anti-dumping tax on color-coated steel plates imported from China and India [1] - The temporary anti-dumping measures on polyester fabric imports from China will not be lifted [1] Group 2: Tariff Adjustments - Import tariffs on hydrochloric acid chloramine solution and integrated nasal spray devices have been reduced from 7.2% to 0% [1] - Import tariffs on various medications, including Amprenavir, have also been reduced to 0% [1] - Tariffs on polyester fiber yarn and titanium dioxide have been set to 0% due to supply shortages, with quotas of 4,000 tons and 5,000 tons respectively [1]