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不分拆判决太轻 美政府将就谷歌搜索反垄断案提起上诉
Feng Huang Wang· 2026-02-03 23:06
Group 1 - The U.S. federal government and most state governments will appeal the ruling on Google's antitrust case, which found Google to be a monopoly in the online search business but did not impose the strictest remedies [1] - The appeal is likely to focus on the judge's decision not to require Google to divest its Chrome browser business or terminate its lucrative default search engine agreement with Apple [1] - Google has also appealed the ruling by Judge Amit Mehta, which determined that Google violated laws to suppress competition in online search and related advertising [1] Group 2 - The ruling is seen as a significant victory for Google while posing a setback for U.S. antitrust enforcement agencies, which have found judges reluctant to intervene in rapidly changing tech markets [2]
美股三大指数集体收跌,“AI抢饭碗”引发软件股抛售,中概股多数走弱
Feng Huang Wang· 2026-02-03 22:37
昨夜今晨,伴随着市场风格切换至周期和价值股,叠加新一轮"AI抢饭碗"的软件股抛售潮和美伊对峙升温影 响,三大指数全线走低。 截至收盘,标普500指数跌0.84%,报6917.81点;纳斯达克综合指数跌1.43%,报23255.19点;道琼斯工业平均 指数跌0.34%,报49240.99点。 (纳斯达克指数日线图,来源:TradingView) 反直觉的是,尽管指数跌幅不小,但周二标普500成分股多数收涨。联邦快递延续创纪录的上涨,沃尔玛历史 首次迈过市值1万亿美元的关口。 沃尔夫研究的首席投资策略师克里斯·塞涅克解读称:"我们的感觉是,市场在表面平静之下正剧烈翻涌:一方 面,投资者担忧美国企业在人工智能上的资本开支;另一方面,又在与另一种'希望与憧憬'博弈——即美国经 济加速可能推动市场行情从少数板块向更广泛领域扩散。" 周二的关键市场异动,是美国AI明星公司Anthropic发布的一款AI法律插件,首先引发法律软件公司的暴跌, 随后抛售潮传导至一系列可能被AI取代的软件公司。 据悉,该插件能覆盖企业法务的工作流程,包括合同审查、保密协议分类、合规检查、简报及模板化回复 等。 截至发稿,高德纳跌20.87%、 ...
8000亿,央行加量续作3个月期买断式逆回购
Feng Huang Wang· 2026-02-03 14:17
2月3日,今日央行预告,2月4日将开展8000亿元买断式逆回购操作。 多位专家对智通财经记者表示,这是近四个月以来3个月期买断式逆回购首次加量续作,显示本月央行 通过这项政策工具向市场注入中期流动性。"2月仍是银行信贷投放较为集中的月份,叠加春节之前取现 因素影响,市场对流动性需求增加。" 为应对资金面潜在的收紧因素,央行通过此次加量续作买断式逆回购向市场注入中期流动性,也符合开 年来对资金面的呵护态度。 除此以外,2月资金面还面临政府债发行节奏的扰动。业内预计,2月还有5000亿6个月期买断式逆回购 和3000亿MLF到期,央行都会开展一定规模的加量续作。 不过也有专家表示,在央行1月15日推出一揽子结构性政策后,短期内货币政策处于观察期。同时,2月 4日买断式逆回购的加量续作,更降低了近期降准的必要性。 3个月买断式逆回购首次加量续作 应对春节流动性需求 2月4日,中国人民银行将以固定数量、利率招标、多重价位中标方式开展8000亿元买断式逆回购操作, 期限为3个月(91天)。 2月有7000亿3个月期买断式逆回购到期。由此,央行2月4日开展8000亿元买断式逆回购操作,意味着当 月3个月期买断式逆回购加量 ...
足金挂坠检出多种金属元素?周生生公布检测报告
Feng Huang Wang· 2026-02-03 13:24
近日,有消息称,周生生广东省清远市一门店所售足金挂坠被检测出含铁银钯,不同点位纯度差异超 35%。 针对此事,周生生官方微博2月3日晚间再发说明称,针对顾客反馈的相关情况,周生生高度重视,第一 时间复核了当时出厂批次的破坏性检测报告,报告显示该批次货品质量完全符合国家相关标准。 同时,今日2月3日,周生生已将同批次同款福袋送检至国家珠宝玉石首饰检验集团有限公司 (NGTC),采用 X 射线荧光谱法(XRF)进行检测,该福袋货品的检测结论为足金饰品(报告编号: P-ZSSA2121621)。NGTC 对该货品随机选取3个检测点,检测所得金含量结果依次为 99.99%、 99.99%、99.98%。 周生生 (how Sang Sang 情况说明 -7SSALE PATHA 足金饰品 1 6 22 ( oba H NAF 有限公 he artistic 注:证书上指的(含塑料)为饰品配件,用以固定其在手绳的位置。 我们充分理解顾客和公众的顾虑,针对顾客反馈的相关情况,我司高度 重视,第一时间复核了当时出厂批次的破坏性检测报告,报告显示该批次货 品质量完全符合国家相关标准。 同时,今日2月3日,我司已将同批次同款福 ...
整改没用?路透调查:马斯克AI仍在生成不雅图像,警告也不行
Feng Huang Wang· 2026-02-03 13:18
Core Insights - The flagship AI chatbot Grok from Elon Musk's social platform X continues to generate sexualized images despite user warnings about consent [1] - A Reuters investigation revealed that Grok produced sexualized content in response to prompts, even when explicitly informed that the individuals depicted were vulnerable or would be humiliated [1] Group 1: Testing Results - In the first round of testing with 55 prompts, Grok generated sexualized images for 45 of them, including 31 instances where the journalists warned about potential harm to the individuals [1] - In 17 cases, the journalists directly informed Grok that the images would be used to humiliate the subjects, yet it still produced such content [1] - In a second round of testing with 43 prompts, Grok generated sexualized images 29 times, indicating a persistent issue [1] Group 2: Policy and Model Adjustments - Following the announcement of new restrictions on Grok's public output, the reduction in the generation of sexualized images remains uncertain, as it could be due to model adjustments, policy changes, or random factors [1] - As of the report's publication, neither X nor xAI has commented on the findings [1]
小米15/14系列等手机也支持新春动态水印:需升级最新ROM版本
Feng Huang Wang· 2026-02-03 12:54
凤凰网科技讯 2月3日,小米相机部产品经理"Bao_小李"发文称,小米15/14系列、REDMI K70/80系列机型,需升级到最新ROM版本,动态照片才会支持动 态水印。此外,还有一大波机型的ROM新版本也都在陆续灰度,用户可多检查一下版本更新。 2月2日,小米17 Ultra新春水印样式公布。据介绍,配动态照片使用,水印也会动起来。这款水印的设计灵感是中国优秀的民间艺术活动舞狮。底部采用正 红色宽幅边框作为视觉基底,将传统醒狮形象,搭配绣球元素,从边框右侧跳动前进,活泼可爱。以色彩艳丽的非遗舞狮纹样还原民俗质感,保留新春民俗 的浓郁韵味。 ...
智界V9内饰谍照曝光 定位大型增程MPV
Feng Huang Wang· 2026-02-03 12:53
Group 1 - The core viewpoint of the article highlights the unveiling of the interior design and features of the new MPV model V9 from Zhijie, emphasizing its high-end configurations aimed at rear passenger comfort [1] Group 2 - The front row of the V9 features a tri-screen design with optimized screen bezels [1] - The second row is equipped with 180-degree rotating airline seats, an oxygen-generating air conditioning system, rear entertainment screens, and a built-in refrigerator [1] - The third row consists of two independent seats with electric adjustment capabilities [1] Group 3 - The exterior design of the Zhijie V9 includes a closed front face and a贯穿式 light strip [1] - The vehicle dimensions are 5359 mm in length, 2009 mm in width, and 1879 mm in height, with a wheelbase of 3250 mm, featuring a 2+2+3 seven-seat layout [1] Group 4 - The power system of the V9 is powered by Huawei's Xueyao intelligent range extender system, which includes a 1.5T range extender and front and rear dual motors [1] - Battery options include a 37 kWh lithium iron phosphate battery and a 53 kWh ternary lithium battery, with corresponding WLTC pure electric ranges of 158 km and 210-223 km, respectively [1] - The CLTC comprehensive range can reach over 1250 km [1]
《财富》中国科技50强榜单发布:华为、宇树科技、比亚迪等上榜
Feng Huang Wang· 2026-02-03 12:51
其中华为、DeepSeek、宁德时代、阿里巴巴、腾讯、比亚迪等企业均在名单内。 凤凰网科技讯 8月21日,"财富FORTUNE"公众号公布了"《财富》中国科技50强"榜单,并称这份榜单 旨在寻找出生于中国、正在影响世界的科技公司。 ...
市值一日蒸发480亿,寒武纪否认市场传闻但股价难止跌
Feng Huang Wang· 2026-02-03 12:08
Core Viewpoint - The stock price of Cambricon, a leading domestic AI chip company, experienced a significant drop of 9.18% on February 3, closing at 1128 yuan per share, largely due to market rumors regarding its revenue projections for 2026 being significantly lower than expectations [1][3]. Group 1: Stock Performance and Market Reaction - Cambricon's stock price fell sharply, with an intraday decline of up to 14%, resulting in a market capitalization loss of over 48 billion yuan in one day [1][3]. - The company issued a statement denying the rumors about its revenue guidance and emphasized that it has not organized any small-scale communications recently [1][3]. - Despite a slight recovery in stock price after the statement, negative market sentiment persisted [1]. Group 2: Revenue Projections and Financial Outlook - Cambricon projected its 2025 annual revenue to be between 6 billion to 7 billion yuan, representing a year-on-year growth of 410.87% to 496.02%, with a net profit forecast of 1.85 billion to 2.15 billion yuan [3]. - The expected net profit for Q4 2025 is estimated to be between 245 million to 545 million yuan, indicating a significant decline compared to analyst expectations of 613 million yuan [3]. Group 3: Industry Context and Competitive Landscape - The adjustment in the AI chip sector reflects both domestic and international market pressures, with concerns about the saturation of AI infrastructure driven by large language models [2]. - The domestic market is seeing an influx of new AI chip companies, which may dilute Cambricon's market position and raise questions about its valuation and future performance [2]. - Other companies in the sector, such as Tenstorrent and Mozi Technology, are actively launching new products and providing detailed updates on their technological advancements, contrasting with Cambricon's limited communication [4].
2026年首月A股新开492万户,高于2025所有月份
Feng Huang Wang· 2026-02-03 11:54
2月3日,上交所最新披露2026年1月A股新开户数据,数据显示,2026年首月投资者新开A股账户达492万户。 如何看待492万的新开户数? 值得对比的是,与2015年牛市期间的高开户数相比,当前市场具有明显不同:一是估值水平更低,当前上证指数市盈率约17倍,远低于 2015年高点的30倍以上;二是资金结构更健康,当前中长期资金占比更高,而2015年以杠杆资金、散户资金为主;三是政策导向更稳健, 当前监管层强调稳字当头,避免市场大起大落,这些差异有望支撑市场走出慢牛行情。 总体来看,2026年首月A股市场交出了一份亮眼的成绩单,492万户的新开账户数为市场注入了新活力。尽管短期市场面临一定的调整压 力,但在政策、资金、经济基本面等多重利好因素的支撑下,A股中长期上行趋势明确。随着春节后各项利好因素的逐步落地,市场有望迎 来新一轮的上涨行情,为投资者带来更多投资机会。 A股新开户数因何创新高? 2026年1月A股市场实现开门红,三大核心指数全线收涨且量能创历史新高,叠加政策与资金双重利好,市场赚钱效应吸引。月末受节前资 金避险、获利盘出逃等因素影响,主要指数迎来回调,市场情绪有所降温,但新增资金入场的整体趋势未 ...