2月2日早盘，A股低开震荡，截至午间收盘，沪指跌1.32%，深成指跌1.41%，创业板指跌1.18%，北证50指数跌1.12%。市场成交呈萎缩趋势，全市场 3500只个股下跌。 其中上证指数盘中跌破4100点大关，包括上证指数在内的多个主要市场指数盘中跌幅超过1%。 贵金属板块开盘大跌，四川黄金（001337）、中金黄金（600489）等10余股跌停。 | 代码 | 名称 | 现价 | 涨跌幅 | 总市值1▼ | | --- | --- | --- | --- | --- | | 600519 | 贵州茅台 | 1438.00 | 2.64% | 18008亿 | | 000858 | 五 | 107.81 | 2.68% | 4185亿 | | 600809 | 山西汾酒 | 174.70 | 2.16% | 2131亿 | | 000568 | 泸州老窖 | 122.65 | 1.45% | 1805亿 | | 002304 | 洋河股份 | 56.01 | 1.25% | 844亿 | | 600600 | 青岛啤酒 | 62.01 | 3.21% | 735亿 | | 000596 | 古井贡酒 | ...

Group 1 - The core viewpoint of the article highlights the escalating tensions between the United States and Iran, with President Trump expressing hope for a nuclear agreement, while Iran's Supreme Leader Khamenei warns of potential regional war if provoked [1][2] - Trump reiterated the significant military presence of the U.S. near Iranian waters, emphasizing the strength of U.S. naval forces in the region [1] - Iranian Foreign Minister Zarif stated that Iran no longer trusts the U.S. as a negotiating partner, despite ongoing efforts by friendly regional countries to rebuild trust between the two nations [1][2] Group 2 - Zarif mentioned that Iran is open to negotiations if it can continue uranium enrichment for peaceful purposes, indicating a willingness to discuss various details [1] - He also emphasized that Iran's armed forces are fully prepared for any potential conflict, although the country seeks to avoid war [1] - Serbian President Vucic predicted that Iran might face military strikes within 48 hours, linking the timing to documents related to Epstein [1]

2月2日0时40分，一列承载着旅客归家期盼的K4069次列车从北京西站平稳驶出，标志着国铁北京局 2026年春运工作正式拉开帷幕。 面对持续高位的客流压力，北京西站坚持"传统服务有温度、智慧服务有精度"：一方面聚焦老年、儿童 等重点群体需求，对"036"爱心候车室完成功能升级，在第8候车室门口增设标准化母婴室，并为需要帮 助的无陪伴老人、孕妇提供"一对一"全程引导帮扶；另一方面全面推广智慧出行服务，12306服务台旁 的智能问询机器人、候车区设置的9台检票信息自助查询机，让旅客刷身份证即可快速获取检票口、座 位等信息，有效提升旅客出行体验。 值得注意的是，自2月2日起，北京西站携手中国东方航空公司，在南二楼12306服务台启用航空值机柜 台，后续旅客将可一站式办理值机、选座及行李托运，无缝衔接每日24趟直达北京大兴国际机场的列 车，切实打造"空铁联运、一站办结"的便捷出行新模式。 据了解，为期40天的春运期间，全社会跨区域人员流动量预计将达到95亿人次，或创下历史新高。 春运首日，北京西站预计发送旅客14.5万人次，整个春运期间预计发送旅客515.5万人。 据了解，1月19日春运火车票开始发售以来，截至1月3 ...

（王潇雨 摄影） 本报（chinatimes.net.cn）记者王潇雨 北京报道 全球民航机队规模的迅速扩张，在为飞机制造商带来丰厚订单同时，也为航空产业链带来了更多市场空 间的增长，其中一个最重要的领域就是航空售后服务市场。 在最新发布的《全球航空服务市场预测》（Global Services Forecast，下称"GSF"）中，欧洲空中客车公 司（下称"空客"）方面预测，中国的航空售后服务市场规模预计将从2025年的248亿美元增长至2044年 的638亿美元。 全球最大市场 "全球航空售后服务市场正呈现出明显的重心东移趋势，中国也将成为市场价值最大的市场，"空客中国 副总裁、空客中国客户服务负责人赵辰在1月中旬举行的一次媒体宣讲会上对包括《华夏时报》记者在 内的媒体记者表示，"中国在机场基础设施建设和空中交通管理方面持续投入，在保持高运行效率的同 时，支撑了航空交通量的不断增长。根据空中客车全球市场预测（GMF），未来20年中国预计将接收 约9570架新飞机，这将进一步强化飞机全生命周期内对各类服务的需求。" 对于飞机制造商而言，尽管受益于空中交通运输需求的增长，每年都能够获得大量新飞机订单，且手握 ...

近日，贵金属市场风云突变，此前一路高歌猛进的黄金和白银掉头向下，上演了一场惊心动魄的"高台 跳水"。 2月2日盘初，现货白银走低，跌近8%，跌破79美元。现货黄金跌超4%，跌破4700美元。 截至08:30，现货白银、黄金持续反弹。现货白银转涨，现货黄金跌幅收窄至1%。 市场普遍认为，美联储下届主席人选及政策风向转变，是本轮金银"高台跳水"的导火索。 当地时间1月30日晚间，美国总统特朗普提名凯文·沃什为下任美联储主席，凯文·沃什此前长期以鹰派立 场闻名，主张降息缩表，被华尔街投资者普遍定义为"鹰派中略偏鸽"的候选人，叠加美国PPI（工业品 出厂价格指数）再度抬头，1月29日美联储议息会议维持基准利率不变，市场此前较为一致的宽松预期 接连动摇。 最后，交易结构放大波动。当预期的逆转与技术性回调需求叠加，价格的下跌不能排除触发了程序化止 损与高杠杆头寸的连锁平仓。这种交易结构层面的"多米诺效应"，可能在短期内急剧放大了波动的幅 度。 "这次波动深刻地揭示了现代金融市场的特征，在复杂的交易结构下，基于短期预期的情绪转变可以被 迅速传导和放大，从而造成远超基本面瞬时变化的剧烈价格摆动。"南方基金司南多资产稳健组合主 ...

据央视新闻报道，当地时间2月1日，伊朗最高领袖哈梅内伊在会见民众时向美国发出严正警告。他表示："美国人应当清楚，如果他们挑起战争，这一次 将不再是局限于一地的冲突，而将是一场全地区性的战争。" 针对美方近期关于涉伊朗的战机、航母及战争的言论，哈梅内伊表示这并非新鲜事。他指出："过去美国人也多次在言语中进行威胁，声称'所有选项都在 桌面上'，包括战争选项。现在的这位（美国总统特朗普）也频繁叫嚣派遣了航母等等。"哈梅内伊强调，不应试图以此类手段恐吓伊朗。 他指出，伊朗人民绝不会受到这些威胁的影响，其意志不会因此动摇。哈梅内伊明确阐述了伊朗的立场："我们不会是（战争的）发起者，也无意攻击任 何国家。但面对任何发起进攻和骚扰的势力，伊朗必将予以重拳回击。"他最后严正告诫美国："美国人应当清楚，如果他们挑起战争，这一次将演变为一 场全地区性战争。" 另据伊朗媒体报道，伊朗最高领袖哈梅内伊当地时间1月31日出席了在首都德黑兰霍梅尼陵举行的伊朗伊斯兰革命胜利47周年庆祝活动。局势紧张之际， 哈梅内伊现身引发关注。 美国近日持续向伊朗施压，在中东地区部署包括航空母舰在内多艘军舰，威胁军事干涉。美国总统特朗普1月31日称，伊朗 ...

Core Viewpoint - The acquisition of Shenzhen Huada Sanjian Qifa Technology Co., Ltd. and Hangzhou Huada Xifeng Technology Co., Ltd. by BGI Genomics is a strategic move to enhance its product offerings in the field of genomics, making it the only company globally to cover the entire chain of "long-read sequencing + spatial omics" technologies [1][2][3] Group 1: Acquisition Details - BGI Genomics announced a cash acquisition of 100% equity in both companies for approximately 366 million yuan [1] - The acquisition aims to integrate cutting-edge technologies, including Stereo-seq and CycloneSEQ, into BGI Genomics' existing product matrix [2][3] Group 2: Technological Integration - The integration of Stereo-seq and CycloneSEQ technologies will create a comprehensive technical chain that enhances BGI Genomics' competitive edge [2] - Stereo-seq technology is recognized for its international leadership in resolution and field of view, while CycloneSEQ offers unique advantages in long-read sequencing and real-time capabilities [3] Group 3: Strategic Positioning - This acquisition strengthens BGI Genomics' first-mover advantage in the AI medical field and brain-computer interface technology [4] - The company is positioned to lead in multiple cutting-edge sectors by leveraging its advanced technologies [4] Group 4: Financial Aspects - The acquisition is strategically timed to capitalize on the valuation window, allowing BGI Genomics to acquire assets at a more favorable price before they become commercially mature [5] - The estimated valuations for the acquired companies are significantly lower than comparable industry players, reducing financial pressure on BGI Genomics [5][6] Group 5: Risk Mitigation and Growth Potential - The acquisition includes performance guarantees from the sellers, providing a safety net for BGI Genomics and protecting shareholder interests [6] - The integration of new revenue streams from the acquired technologies is expected to enhance the company's overall revenue and profitability [6][7] Group 6: Industry Context - The acquisition aligns with the trend of deep mergers and acquisitions in the industry, reflecting a focus on strategic integration and value creation [7] - BGI Genomics' move serves as a model for similar industry consolidations, emphasizing the importance of building competitive barriers through comprehensive technology offerings [7]

Core Insights - Several leading A-share gaming companies have released performance forecasts, with some expecting net profit growth due to overseas business expansion, long-term operation of classic products, and cost reduction measures, while others face declines in existing game revenue or post-acquisition challenges leading to goodwill impairment and losses [1] Group 1: Company Performance Forecasts - Perfect World expects a net profit of 720 million to 760 million yuan for 2025, marking a turnaround from losses [1] - Century Huatong's net profit is projected to increase by 357% to 475%, with estimated revenue of approximately 38 billion yuan, a 68% year-on-year growth [3] - G-bits anticipates a net profit of 1.69 billion to 1.86 billion yuan, representing a 79% to 97% increase compared to the previous year [4] Group 2: Key Products and Market Position - Century Huatong's success is attributed to two major global hits, "Whiteout Survival" and "Kingshot," which have positioned the company among the top in the global mobile gaming market [2][3] - Perfect World's upcoming game releases, including "Zhu Xian World" and "Persona: Night Shadow," are expected to contribute significantly to its 2025 performance [5] Group 3: Challenges Faced by Companies - Electric Soul Network is projected to incur its first annual loss since going public, with expected losses of 160 million to 230 million yuan due to declining revenue from acquired subsidiaries and goodwill impairment [6] - Toma Cat's losses are expected to widen to 1.1 billion to 1.4 billion yuan, attributed to intensified competition and underperformance of new game products [7] Group 4: Industry Trends and Future Outlook - The gaming industry is experiencing a surge in new game releases, with several titles achieving significant user engagement and revenue shortly after launch [8] - The issuance of game licenses has increased significantly, with 177 domestic and 5 imported licenses issued in January 2026, indicating a positive trend for the industry [9] - The industry is expected to enter a "golden decade" starting in 2025, driven by a focus on high-quality game production and technological advancements [10]

Core Insights - The article discusses the emergence of a new consumer group known as "migrant seniors," who are increasingly engaging in service consumption, particularly in travel and leisure sectors, as a response to government initiatives aimed at boosting service consumption and revitalizing the real estate market [2][4]. Group 1: Government Initiatives - The State Council has issued a plan to accelerate the cultivation of new growth points in service consumption, proposing 12 measures to promote travel and residence services, including the development of destination cities and infrastructure improvements [2]. - In September 2025, nine departments jointly released policies to expand service consumption, outlining 19 tasks and selecting around 50 cities for pilot programs to explore innovative developments in the service consumption sector [3]. Group 2: Service Consumption Growth - Service consumption is characterized by high frequency, strong multiplier effects, and sustainable growth, playing a crucial role in expanding domestic demand and enhancing public welfare [4]. - By 2025, service retail sales are projected to grow by 5.5%, with per capita service consumption expenditure increasing by 4.5%, accounting for 46.1% of total per capita consumption expenditure [4]. Group 3: Real Estate Market Dynamics - The development of travel services is uniquely positioned to address the issue of excess real estate inventory, aligning with government policies aimed at "digesting inventory and optimizing increments" in the real estate market [5]. - The government encourages the utilization of idle rural land and properties, with a focus on transforming them into operational assets that generate cash flow, thereby supporting the real estate market and expanding domestic demand [6]. Group 4: Challenges and Opportunities - Current challenges in the travel service sector include product homogeneity, lack of local elements, inadequate facilities, and poor hygiene standards, which need to be addressed to enhance consumer experience [6]. - The integration of travel services with real estate revitalization can lead to a shift in industry focus from "development and sales" to "long-term operations," fostering new growth points in related industries such as renovation, home services, and cultural tourism [6].

1月31日，深圳市罗湖区工作专班发布情况通报：罗湖区工作专班持续介入处置深圳市杰我睿珠宝有限公司（以下简称杰我睿公司）经营异常事件，现将 最新情况通报如下： 一、在工作专班督促下，杰我睿公司处置资产、筹集资金，已启动兑付。 二、杰我睿公司已开通线上签约兑付渠道，并设立线下接洽办理点，地址：罗湖体育馆，罗湖区罗沙公路经二路48号。 三、在工作专班监督下，杰我睿公司已委托第三方专业机构对公司经营情况进行审计。初步结果显示，网传金额明显夸大。 此前报道： 近日，杰我睿公司黄金兑付危机引发市场关注。 近日，深圳水贝市场一家名为深圳市杰我睿珠宝有限公司（下称"杰我睿"）的贵金属平台陷入兑现危机。1月28日，《华夏时报》记者来到深圳水贝杰我 睿公司，发现大门紧闭，透过玻璃门向内望去，里边挂着"感谢粉丝们的支持，杰我睿会一直都在"的横幅，而侧面墙壁上的一面写着"赠永不跑路的杰"的 锦旗，与空无一人的屋子形成鲜明的对比，锦旗上的落款时间是2025年12月。 对于杰我睿公司经营异常引发的关注，1月28日，罗湖区工作专班发布情况通报称，"第一时间组建工作专班介入，督促企业落实主体责任；目前杰我睿负 责人及相关核心管理人员均在岗， ...