| G | 国投白银LOF(161226.SZ) | | | | | | --- | --- | --- | --- | --- | --- | | | 交易中 02-04 10:34:00 | | | | | | 3.825 | 昨收 4.250 | | 流通盛 | | 36.46亿 | | -0.425 -10.00% | 开盘 3.825 | | 流通值 | | 139亿 | | 最高 3.825 | 成交量 3052.5万 | | 换手率 | | 0.84% | | 最低 3.825 | 成交额 1.17亿 | | 均价 | | 3.825 | | IOPV 0.0000 | 溢折率 0.00% | | 贴水率 | | 64.60% | | | 净值走势 国投瑞银白银期货A(161226.OF) 2.3238 +3.31% | | | | | | 分时 | 五日 日K | 周K | HK | | 専多 | | 叠加 | | | 均价:3.825 | 盘口 | 成交 | | 4.675 | | | 10.00% $25 | | 3.829 23.80万 | | | | | 24 | | 3.828 52 ...

2026.02. 04 本文字数：1964，阅读时长大约3分钟 作者 | 第一财经 陈益刊 河北经济平稳增长，财政收支总体平稳。 近期，河北省政府公开了《关于河北省2025年预算执行情况和2026年预算草案的报告》（下称河北预算报告），亮出了去年 河北省政府 "账本"，并对 今年财政收支作出安排。其中2025年河北雄安新区一般公共预算本级收入同比增长约45%，十分亮眼。 河北经济总量、财政收入位居全国中上游水平，当地去年财政收支有何特点？今年财政收支预期有何变化？财政支出重点在哪？ 雄安新区财政收入增长亮眼 河北去年财政收入形势符合当地预期，总体看略微好于全国地方平均水平。 河北预算报告数据显示，2025年河北税收收入为2638.4亿元，增长3.4%；非税1760.2亿元，与2024年持平。2025年河北税收收入占一般公共预算比例约 60%，略高于2024年。这一税收占比越高，财政收入质量越高，与全国平均水平（约82%）和河北历史这一数据相比，河北财政收入质量仍有提升空 间。 除了一般公共预算收入之外，以卖地收入为主的政府性基金收入也是地方政府重要财源，河北也是如此。不过受近些年房地产市场持续调整，地方卖地 ...

据"湖北发布"消息，湖北省成立联合调查组，已赴襄阳市、宜昌市就媒体反映有的精神病医院"违规收治患者、涉嫌套取医保资金"等问题开展深入调 查。 联合调查组由省纪委监委、省卫健委、省公安厅、省医保局等部门组成。对媒体和群众反映的问题，一经查实，将依纪依法严肃处理，追究相关人员责 任。 编辑 ｜ 钉钉 来源｜湖北发布 ...

Core Viewpoint - The acquisition of AI startup xAI by SpaceX represents a significant strategic move by Elon Musk, aiming to integrate physical and digital infrastructures, potentially creating a business entity valued at over $1.25 trillion, ahead of SpaceX's planned IPO [3][9]. Group 1: Acquisition Details - The merger was unexpected and rapid, receiving board approval shortly after the announcement [6][7]. - Prior discussions about SpaceX's IPO indicated a focus on leveraging capital for scaling space infrastructure, with the merger accelerating this process [6][7]. - The overlapping shareholder base between SpaceX and xAI has provided crucial support for the merger, facilitating a faster path to xAI's IPO [7]. Group 2: Strategic Implications - The merger aligns with Musk's historical approach to creating integrated ecosystems, similar to the acquisition of SolarCity, aiming to build a comprehensive narrative from ground intelligence to space intelligence [8]. - The timing of the merger is strategic, as it positions xAI to compete effectively against rivals like OpenAI in the capital and narrative battles leading up to IPOs [8][9]. Group 3: Financial Projections - Pre-merger valuations indicated SpaceX at approximately $800 billion and xAI at $230 billion, with the combined entity potentially exceeding $1.25 trillion, and possibly reaching $1.5 trillion post-IPO [9]. Group 4: Technological Integration - The merger shifts SpaceX's narrative to encompass AI, rockets, satellite internet, and direct communication, aiming to create a vertically integrated innovation engine [10]. - SpaceX's existing capabilities in AI and automation are expected to enhance operational efficiencies and reduce costs in space missions, while xAI will benefit from SpaceX's data resources [12][14]. Group 5: Future Outlook - The integration of AI into SpaceX's operations is anticipated to accelerate the industry's shift towards smarter, more autonomous space missions, although the full realization of these synergies is still in early conceptual stages [14].

2月4日，贵州茅台盘中涨近2%，股价重回1500元，为2025年9月15日以来首次。 | | | ...

据央视新闻，当地时间2月3日，美国总统特朗普在白宫椭圆形办公室签署政府拨款法案，结束政府 部分"停摆"。 当天稍早前，美国国会众议院投票通过联邦政府多个部门本财年剩余时间拨款法案，从1月31日开始 的联邦政府部分"停摆"僵局得以化解。该法案将为联邦政府多个部门提供资金至9月30日、即本财年 结束之时，并为近期因移民执法行动引发争议和抗议的国土安全部提供两周的资金，以便各方继续就 改进该部门运作进行谈判。 由于美国参议院1月30日通过的联邦政府拨款法案未及时在众议院审议通过，美国联邦政府多个部门 1月31日起陷入"技术性停摆"。 编辑：七三 ...

特朗普在会晤后称双方"相处得很好"，形容这是一次"非常成功的会谈"。 另据了解，在佩特罗与特朗普会晤前不久，哥伦比亚政府宣布将一名毒贩引渡至美国。 编辑：七三 据了解，与会人员还包括美国副总统万斯、国务卿鲁比奥、哥伦比亚外交部长比利亚维森西奥、哥驻 美大使丹尼尔·加西亚-培尼亚和哥国防部长佩德罗·桑切斯。 据央视新闻，当地时间2月3日，美国总统特朗普与哥伦比亚总统佩特罗在白宫举行会谈。双方就打 击毒品走私、经济合作、地区局势进行讨论。此次会晤持续近两小时。 ...

2月4日早间， 现货黄金持续攀升，再次突破5000美元大关，一度涨超2%。 据查询，周生生足金饰品报1600元/克，较前一日1498元/克涨102元。 编辑 ｜ 钉钉 ...

Market Overview - The A-share market opened lower with the Shanghai Composite Index down 0.08%, the Shenzhen Component down 0.39%, and the ChiNext Index down 0.80% [3][4] - The Hong Kong market also opened lower, with the Hang Seng Index down 0.14% and the Hang Seng Tech Index down 0.87% [5][6] Sector Performance - The storage chip sector experienced significant declines, with companies like Deep Kangjia A hitting the daily limit down, and others such as Puran, Lanke Technology, Baiwei Storage, and Shannon Chip also opening lower [2] - The AI computing power industry chain saw a downturn, particularly in the storage and CPO sectors, while semiconductor and consumer electronics themes were among the hardest hit [4] - Conversely, gold, basic metals, and oil and gas sectors showed signs of rebound [4]

2月4日，港股低开，恒生指数跌0.14%，恒生科技指数跌0.87%。 科网股多数走低，美团、快手、腾讯控股、携程集团、华虹半导体、哔哩哔哩、百度集团均跌超1%。 | 名称 | 现价 | 涨跌 | 涨跌幅 ^ | | --- | --- | --- | --- | | 美团-W | 91.500 | -1.700 | -1.82% | | 快手-W | 72.150 | -1.300 | -1.77% | | 携程集团-S | 476.600 | -8.200 | -1.69% | | 金蝶国际 | 12.450 | -0.210 | -1.66% | | 腾讯控股 | 572.000 | -9.000 | -1.55% | | 零跑汽车 | 39.000 | -0.600 | -1.52% | | 交汇录备体 | 106.300 | -1.400 | -1.30% | | 比 亚迪股份 | 88.900 | -1.100 | -1.22% | | 昨週昨週-W | 250.000 | -3.000 | -1.19% | | 百度集团-SW | 139.900 | -1.500 | -1.06% | | 阿里巴 ...