Di Yi Cai Jing Zi Xun
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天涯社区宣布回归
Di Yi Cai Jing Zi Xun· 2026-02-09 04:44
Group 1 - Tianya Community announced its relaunch after nearly three years of suspension, with plans to restore access on June 1, 2026 [2][4] - The announcement highlighted liquidity issues that led to the suspension of services on April 1, 2023, due to unpaid telecom IDC fees, putting the data at risk [4][9] - A new investment entity, Chengdu Tianya Ke Network Technology Co., Ltd., was established in April 2024 to support the relaunch and has already invested over 1 million yuan to ensure data preservation [4][7] Group 2 - The "New Tianya Genesis Member Product Service Package" is being launched, with a limited issuance of 9,999 units priced at 1,999 yuan each, aimed at funding the community's data preservation and relaunch efforts [5][6] - The total crowdfunding amount from the Genesis Member initiative is projected to reach 19.988 million yuan [6] - The new Tianya plans include an online and offline integrated platform, a restored Tianya Community, and a WEB3.0-based overseas Tianya for decentralized governance and IP rights trading [4]
白酒春节旺季迟到,头部酒企带头“砸钱”促销
Di Yi Cai Jing Zi Xun· 2026-02-09 04:39
2026.02.09 本文字数:1077,阅读时长大约2分钟 在业内看来,白酒企业加大促销力度,主要还是针对C端消费者,核心目的是围绕"开瓶"战略展开,希 望消费者多"喝"。 白酒独立评论员肖竹青告诉记者,很多酒厂加码"开盖扫码"等促销活动,这是酒企在为渠道减负、促进 真实开瓶动销的重要举措。头部酒企正从过去追求回款增长转向注重实际动销与库存去化,通过扫码红 包、宴席买赠等方式提升开瓶率,缓解渠道压力。 封图 |第一财经 任玉明 摄 春节前是白酒的传统旺季,记者从多地酒商处了解到,今年的春节旺季比往年来迟近1个月,酒企今年 也加大了年末的促销力度,通过红包、抽奖希望帮助经销商消化库存。 "今年进了2月才开始有旺季的感觉。"山东淄博酒商李辰告诉记者,往年一般元旦前后酒水销售就有上 升的趋势,但今年元旦后市场一直不温不火,直到2月才开始转旺。中国酒业协会特邀常务理事、福建 龙基名久负责人席康也表示,今年春节动销从1月中旬才开始有明显迹象,比往年晚了最少1个月。 多位受访酒商告诉记者,一方面今年本身春节时间较晚,春节旺季启动也有所推迟;另一方面,今年企 业团购、家庭消费者等购买行为也更加理性。预计2月10日到除夕前 ...
内存接口芯片龙头港股首秀飙涨近50%
Di Yi Cai Jing Zi Xun· 2026-02-09 04:22
Core Viewpoint - Lanke Technology, a leading memory interface chip company, successfully listed on the Hong Kong Stock Exchange, with its stock price significantly increasing from the issue price, reflecting strong market interest and confidence in the company's growth potential [1][2]. Group 1: Company Overview - Lanke Technology is a global leader in fabless integrated circuit design, focusing on providing innovative, reliable, and high-efficiency interconnect solutions for cloud computing and AI infrastructure [3]. - According to Frost & Sullivan, Lanke Technology is projected to be the largest supplier of memory interconnect chips globally by 2024, holding a market share of 36.8% based on revenue [3]. Group 2: Financial Performance - The company plans to achieve a net profit of between 2.15 billion to 2.35 billion RMB for the fiscal year 2025, representing a year-on-year growth of 52.29% to 66.46% [3]. - Excluding non-recurring gains and losses, the expected net profit is projected to be between 1.92 billion to 2.12 billion RMB, with a potential growth rate nearing 70% [3]. - The anticipated increase in performance is attributed to the booming demand in the AI industry, which has significantly boosted the shipment volume of the company's interconnect chips [3].
超4400只股上涨
Di Yi Cai Jing Zi Xun· 2026-02-09 04:01
作者 |一财阿驴 11:31 A股午盘丨创业板指半日涨超3% 截至午盘,沪指涨1.17%,深成指涨2.07%,创业板指涨3.11%,科创综指涨2.22%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 1 | 4113.28 | 47.70 | 1.17% | | 399001 | 深证成指 | 7 | 14194.23 | 287.50 | 2.07% | | 399006 | 创业板指 | 3 | 3337.03 | 100.57 | 3.11% | | 000680 | 科创综指 | 5 | 1792.49 | 38.88 | 2.22% | 盘面上,算力硬件产业链爆发,CPO、存储器方向领涨;光伏产业链走强,太空光伏方向活跃;AI应 用、半导体、商业航天、消费电子题材涨幅靠前。 2026.02.06 沪指高开0.93%,深成指高开1.50%,创业板指高开1.95%,科创综指高开1.99%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- ...
AI时代的生存指南——《第一财经》杂志2月刊
Di Yi Cai Jing Zi Xun· 2026-02-09 03:58
Group 1 - The core theme of the magazine issue is the integration of AI into the workplace, raising the question of who benefits as AI becomes a standard tool [1][2] - AI is seen as a double-edged sword, creating super individuals who effectively utilize tools while also highlighting concerns about talent development gaps [1] - The magazine aims to provide insights into industry trends and personal strategies for navigating the evolving landscape shaped by AI [11] Group 2 - The cover story discusses the implications of AI as a baseline in various industries and identifies potential winners in this new environment [2] - The issue includes a review of significant business news from 2025, highlighting both successes and failures of major companies [7] - Articles feature diverse perspectives, including how young children can use AI and strategies for navigating market conditions [10]
3700亿元天价“学费”!全球三大车企为电动化误判埋单
Di Yi Cai Jing Zi Xun· 2026-02-09 03:45
2月初,Stellantis集团宣布大规模收缩电动车业务并计提高达222亿欧元的资产减记。这一消息直接导致 其股价在美法两地市场分别大跌23.79%和25.24%。 这家由法国标致雪铁龙与意大利-美国菲亚特克莱斯勒合并而成的全球第四大车企,拥有Jeep、玛莎拉 蒂、标致、雪铁龙等14个知名品牌。 在初步预计2025年下半年净亏损190亿至210亿欧元的情况下,Stellantis已决定暂停2026年的股息发放。 与此同时,公司还计划通过发行混合债券筹集最多50亿欧元以维持财务稳定。 Stellantis正在系统性削减电动车业务布局,包括退出与韩国LG新能源在加拿大的电池合资企业NextStar Energy,并叫停了RAM 1500纯电皮卡在美国的生产,推迟了Alfa Romeo在欧洲的电动车项目。 这个周末,全球第四大车企Stellantis"爆雷"一事不断发酵,原因是这家企业日前宣布收缩电动车业务并 计提222亿欧元(约1820亿元人民币)亏损,其股价在法国和美国市场同步暴跌超过20%。 Stellantis首席执行官安东尼奥·菲洛萨承认公司"高估了能源转型的速度",这使他们偏离了许多汽车买家 的实际需求 ...
国投白银LOF,震荡拉升涨超6%
Di Yi Cai Jing Zi Xun· 2026-02-09 03:35
| G | 国投白银LOF(161226.SZ) | | | | | | --- | --- | --- | --- | --- | --- | | | 交易中 02-09 11:11:00 | | | | | | 3.300 | 昨收 | 3.099 | 流通盘 | 36.38亿 | | | +0.201 | 开盘 +6.49% | 2.789 | 流通值 | 120亿 | | | 最高 | 3.365 成交量 | 6.8亿 | 换手率 | 18.59% | | | 最低 | 成交额 2.789 | 19.83亿 | 均价 | 2.932 | | | IOPV | 0.0000 溢折率 | 0.00% | 贴水率 | 58.71% | | | | 净值走势 国投瑞银白银期货A(161226.OF) 2.0792 -13.63% | | | | | | 分时 五日 | 日K | 围K | 目K | 由文 | | | 鹽加 3.409 | | | 均价:2.932 10.00% | 盘口 成交 | | | | | | 225 | 3.306 1.70万 | | | | | | | 3.304 100 | | | ...
光伏概念,大面积涨停
Di Yi Cai Jing Zi Xun· 2026-02-09 02:24
Group 1 - The photovoltaic sector has seen significant gains, with multiple stocks experiencing substantial increases in their share prices [1][2][3] - Key performers include GCL-Poly Energy, which has achieved a four-day consecutive rise, and Shuangliang Energy, which has seen three increases in five days [1] - Other notable stocks that reached their daily limit include Suwen Electric, Juhe Materials, and several others, with increases of up to 20% [1][2] Group 2 - In the stock market, Tongxiang Technology led with a rise of 29.98%, followed by Suwen Electric and Juhe Materials, both at 20% [2] - Other significant gainers include Jieput, which rose by 18.86%, and Liancheng CNC, which increased by 15.02% [2] - The Hong Kong market also reflected positive trends in the photovoltaic sector, with Jun Da shares up over 15% and GCL-Poly Energy up over 14% [3][4]
贵金属进入“高波动阶段”,资金策略转向波段操作
Di Yi Cai Jing Zi Xun· 2026-02-09 01:38
2026.02.09 本文字数:1970,阅读时长大约4分钟 作者 |第一财经 齐琦 过去一周,贵金属市场经历剧烈震荡。 据Wind不完全统计,当周伦敦黄金现货价格日内最大价差持续在300美元/盎司左右,资金操作策略明显 转向快进快出;白银在近7个交易日内经历了11次幅度超过5%的剧烈波动,单月波动率突破100%。 此前持续火爆的黄金类ETF遭遇大规模赎回,国内7只挂钩SGE黄金9999指数的ETF当周规模缩水合计超 过220亿元。多家机构研究报告发出警示,认为黄金等贵金属未来几周将进入盘整阶段。 "如果买黄金,就要承受近期比较大的波动。"贝莱德建信理财副总经理、首席投资官刘睿近日在贝莱德 中国2026年投资展望分享会上提到,了解自己很重要,要明确自身目标和风险承受能力。 刘睿具体分析称,黄金具备长期配置价值,但短期需警惕交易拥挤带来的高波动。2025年黄金上涨 65%,2026年1月又在不到一个月内再涨超30%,涨幅远超历史均值。快速上行吸引了大量散户、ETF资 金及实物买盘涌入,导致市场情绪高度亢奋,一旦出现回调,极易引发踩踏式抛售。 "当前资金模式切换显示市场情绪转变。"一位贵金属交易人士对记者分析称, ...
马斯克:用10年时间建一座月球城市
Di Yi Cai Jing Zi Xun· 2026-02-09 00:33
埃隆·马斯克通过社交平台透露,SpaceX已将星际重点优先转向月球,计划在十年内于月球建成首个"自 我发展的城市"。与此同时,火星城市计划仍将推进,但时间需要20多年。 他解释,只有每26个月行星连成一线的窗口期前往火星,行程耗时6个月,相比之下每10天就可以发射 一次飞船前往月球行程耗时2天,这意味着建造月球城市的速度远比建造火星城市快得多。SpaceX 也将 努力在火星上建造一座城市,并计划在 5 到 7 年内开始实施。一天前,他曾发帖表示,是时候大规模重 返月球了。 微信编辑| 夏木 2026.02.09 本文字数:359,阅读时长大约1分钟 作者 |一财科技 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索,欢迎提供。专 用邮箱:bianjibu@yicai.com (注:我们会对线索进行核实。您的隐私将严格保密。) ...