编辑 ｜ 钉钉 2月10日，日韩股市高开高走，截至发稿，日经225指数涨幅扩大至2%，报57545点，再创历史新 高；韩国KOSPI指数涨近1%，报名5346.35点。 ...

Group 1 - The core viewpoint of the article is the strong condemnation by foreign ministers of eight countries regarding Israel's recent illegal expansion policies in the West Bank, emphasizing that Israel does not hold any sovereignty over the occupied Palestinian territories [3][4]. - The foreign ministers called for the international community to exert pressure on Israel to halt its dangerous escalation actions in the occupied Palestinian territories [4]. - Israel's recent measures, approved by its security cabinet, aim to simplify the process for Jewish settlers to purchase land in the West Bank, which has been criticized as a violation of international law and a threat to the two-state solution [4].

Core Viewpoint - Innovation is the inexhaustible driving force for national prosperity and the core engine for financial services to support the real economy, with a focus on enhancing financial innovation and precision empowerment since the 20th National Congress of the Communist Party of China [1] Group 1: Automotive Ecosystem Innovation - The automotive industry, a pillar of the national economy, is undergoing profound changes towards electrification and intelligence, requiring financial innovation to support market restructuring and industrial chain upgrades [3] - Ping An Leasing has established a comprehensive service system covering the entire lifecycle of automobiles, creating a new automotive consumption model suitable for China's national conditions, providing high cost-performance and convenient one-stop car purchase services [5] Group 2: Support for Small and Micro Enterprises - Small and micro enterprises are crucial for nurturing new productive forces and are considered the "capillaries" of the real economy, with Ping An Leasing focusing on providing innovative financing solutions to support their transformation and development [7][9] - Ping An Leasing has provided over 115 billion yuan in funding support to more than 86,000 small and micro enterprises, establishing a strong presence across various livelihood sectors [9] Group 3: Technological Empowerment Innovation - Digitalization is the core driving force for financial innovation, with Ping An Leasing integrating cutting-edge technology into its entire business process to create a "technology + finance + industry" ecosystem [12] - The company has developed a "digital leasing" system that supports digital operations, management, and business processes, enhancing efficiency and reducing costs [14][15] Group 4: Future Outlook - By 2025, Ping An Leasing aims to continue its innovative journey in alignment with national strategies, focusing on market demands and optimizing product services to become an internationally leading, industry-focused, and uniquely positioned innovative leasing expert [17]

2026.02. 10 本文字数：2489，阅读时长大约4分钟 作者 | 第一 财经 祝嫣然 作为国家战略科技力量，中央企业推动科技创新与产业创新融合发展，是建设现代化产业体系的关键 一环。 近段时间，国务院国资委对今年科技创新工作密集作出部署。中央企业负责人会议明确，坚持科技创 新和产业创新融合发展，统筹推进技术攻关、成果转化和人才生态建设，更好催生新质生产力。 国务院国资委党委日前召开专题党委会议再次强调，促进科技创新与产业创新深度融合，发挥国资央 企优势，以科技创新重塑产业链、以产业发展牵引创新链，加快向现实生产力转化。抓好国家科技重 大专项实施，突出原始创新导向，抓好关键核心技术攻关，加快打造国家战略科技力量。 近期密集召开的央企年度工作会议上，多家央企都把科技创新摆在突出位置。中国企业联合会特约高 级研究员刘兴国表示，2026年国企机制改革的重点之一，便是深化"三项制度"改革，建立手段多 元、激励有效的制度体系，同时完善创新机制、优化创新环境、变革创新模式，加速成果转化应用， 全面激发企业创新动能。在此基础上，针对科技型企业特点优化激励政策，进一步提升激励有效性， 让科研骨干共享发展成果，持续激活创 ...

本文字数：962，阅读时长大约2分钟 作者 | 第一财 经 樊志菁 当地时间周一，日经225指数涨超2000点，史上首次突破56000点关口—— 这也让伯克希尔所持日 本资产，即五大商社的投资市值突破410亿美元。 从2019年开始，已卸任伯克希尔首席执行官的沃伦・巴菲特对日本股票进行了一系列大手笔押注。 周一东京股市大涨推高了相关个股股价，单日浮盈近20亿美元。结合伯克希尔财报公布的细节，其 投资成本约为138亿美元，这意味着这笔投资已增值近两倍。 如今，这位 "奥马哈先知"在日本的押注，已经成为其传奇投资生涯中最赚钱的篇章之一。 周一，日元兑美元上周0.8%，跌破156关口。由于日元对套利交易至关重要（投资者借入日元买入 高风险资产），市场将密切关注日元走势。与此同时，在美国上市的基准日本ETF年内涨幅扩大至 10%。 2026.02. 10 市场预期，日本将延续低利率宽松政策，而这类政策历来利好这些体量庞大、以出口为导向的大型企 业集团。与此同时，倡导维持日元竞争力的政策实际上正是在保护伯克希尔国际投资组合中核心企业 的估值。 值得一提的是，伯克希尔在日本的投资本身就是一笔套利交易：巴菲特以约1%的利率 ...

截 至7:22分， 现货白银持续走低，一度跌破81美元/盎司。 微信编辑：夏木 2月10日，现货金银小幅高开，截至7:04分分别报5067美元/盎司和83.78美元/盎司。 截至7:17分， 现货白银日内跌幅扩大至2%，报81.25美元/盎司。 ...

2026.02. 10 谷歌旗下Waymo宣布在美国纳什维尔实现完全无人驾驶运营 谷歌旗下的自动驾驶公司Waymo周一宣布，已在田纳西州纳什维尔市实现完全无人驾驶运营。 目前，Waymo在旧金山湾区、洛杉矶、亚利桑那州凤凰城都会区、得克萨斯州奥斯汀市以及佐治亚 州亚特兰大市运营着超过2500辆自动驾驶车辆。 值得注意的是，投资者对自动驾驶领域的兴趣持续升温。这家自动驾驶初创企业上周宣布，在一轮融 资中筹集160亿美元资金，估值达到1260亿美元，在不到两年的时间里估值几乎增长了两倍。 微信编辑 | 夏木 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。） 本文字数：461，阅读时长大约1分钟 作者 | 第一财经 樊志菁 谷歌母公司Alphabet周一启动高评级美元债券发行，计划募资约200亿美元，用于支撑2026年最高 1850亿美元的资本开支，重点投向AI芯片、数据中心与云计算 ...

Core Viewpoint - The article discusses the recent decline of the US dollar and the subsequent rise in gold prices, highlighting the market's concerns regarding the dollar's future and the impact of geopolitical events and monetary policy on asset prices [3][4]. Group 1: US Dollar Weakness - The US dollar index has fallen below the 97 mark, reaching its lowest level since February 2022, influenced by the results of the Japanese parliamentary elections and reports of potential US Treasury asset sell-offs [3][4]. - The market sentiment is shifting towards a trend of "selling US assets," which is a significant concern for traders this year [4]. - Since President Trump took office, the dollar index has dropped over 10%, driven by factors such as interest rate cuts by the Federal Reserve, deteriorating fiscal credibility, and ongoing political risks [5]. Group 2: Gold Price Surge - Gold futures have rebounded strongly, surpassing the $5000 and $5100 levels, supported by the dollar's decline and increasing global uncertainty [6][7]. - Despite a significant drop in January, the prevailing view is that the sell-off in precious metals was more of a technical adjustment rather than a fundamental shift [7]. - Deutsche Bank analysts maintain a long-term gold price target of $6000 per ounce, citing strong demand from investors, particularly from China, as a key driver for precious metal investments [8]. - UBS has raised its gold price target for the first three quarters of the year to $6200 per ounce, driven by stronger-than-expected demand primarily from investment rather than central bank purchases [8].

2026.02. 10 本文字数：1570，阅读时长大约3分钟 存储板块走弱，美光科技跌2.84%，闪迪跌2.43%。英伟达或将把美光HBM4排除在Rubin架构的 首年量产之外。 作者 | 第 一财经 樊志菁 周一美股全线上涨，科技股企稳回升，投资者静待新一轮关键数据出炉。截至收盘，道指涨20.20 点，涨幅0.04%，报50135.87点，纳指涨0.90%，报23238.67点，标普500指数涨0.47%，报 6964.82点。 软件公司在上周经历惨痛下跌后收复部分失地，标普500软件服务指数上涨1.07%。此前市场担忧 人工智能的快速发展可能加剧行业竞争并压缩利润率，导致该板块股价大幅下挫。 热门股表现 明星科技股涨多跌少，微软涨3.13%，Meta涨2.41%，特斯拉涨1.51%，谷歌涨0.40%，亚马逊 跌0.76%，苹果跌1.17%。 费城半导体指数涨1.42%。人工智能相关股票的下一个重大考验将是芯片巨头英伟达本月晚些时候 发布的财报，投资者对资本支出计划带来的可衡量收益的要求越来越高。隔夜英伟达股价上涨 2.50%。 | 现价 = 涨跌幅$ 涨跌 ▶ | 名称 | | --- | --- | ...

编辑：小羊 2月7日8时50分许，招远市蚕庄金矿上庄矿段一盲竖井发生坠罐事故，造成7人死亡。善后处置正在进 行中。应急、公安等相关部门已对事故原因及企业涉嫌瞒报等问题同步展开调查。 ...