大型科技股多数上涨，闪迪、超威半导体涨超3%，甲骨文涨超2%，英伟达涨逾1%。 亚马逊开盘大跌9%，盘初跌幅一度扩大至10%，创 2024年8月以来最大跌幅。 消息面上，公司预计 2026年资本支出（CapEx）或将达2000亿美元，该笔巨额支出计划引发市场担忧。 | 名称 | 涨跌幅 现价 | 涨跌 | | --- | --- | --- | | 道琼斯工业平均 | 0.62% 49212.43c 303.71 | | | 纳斯达克指数 | 0.36% 22622.27c 81.68 | | | 标普500 | 0.49% 6831.76c | 33.36 | 中概股普遍上涨，纳斯达克中国金龙指数涨近1%，蔚来涨超5%，百度集团、理想汽车涨逾3%，小鹏 汽车、哔哩哔哩、小马智行涨超2%，阿里巴巴、网易、京东集团等涨逾1%。 | 名称 | 涨跌幅 ▼ | 现价 | | --- | --- | --- | | 蔚来 | 5.32% | 4.950 | | 理想汽车 | 3.93% | 18.490 | | 百度集团 | 3.14% | 143.320 | | 小马智行 | 2.98% | 13.470 | | ...

作者 | 第一财经 马晓华 备受关注的预制菜国家标准已进入征求意见阶段。 2月6日，食品安全国家标准审评委员会秘书处发布《食品安全国家标准 预制菜》（征求意见稿）（下称"标准"），明确了预制菜的定义及相关标准， 并将中央厨房制作的菜肴排除在了预制菜范围之外。 根据标准，预制菜是指以一种或多种食用农产品及其制品为原料，使用或不使用调味料等辅料，不添加防腐剂，经工业化预加工（如搅拌、腌制、滚 揉、成型、炒、炸、烤、煮、蒸等）制成，配以或不配以调味料包，需经加热或熟制后方可食用的预包装菜肴产品。该定义不包括主食类食品、净菜类 食品、即食类食品，以及中央厨房制作的菜肴。 中央厨房的兴起，源于中国传统餐饮后厨分散、加工环节多、监管难度大，安全风险点难以全面控制，中央厨房通过集中采购、标准化生产、规范化品 控，将食品加工的关键环节置于一个可全程监控、可追溯的封闭环境中，大幅降低了微生物污染、非法添加、原材料质量不一等风险。这为国家从源头 到终端实施高效、统一的食品安全监管提供了可行路径，尤其在应对学校配餐、集体供餐等大规模餐饮需求时，中央厨房模式被视为提升安全等级的核 心手段。 "中央厨房生产的菜肴，如果在企业连锁体系内 ...

Core Viewpoint - Hims has launched a low-priced oral version of the weight loss drug semaglutide at $49, impacting the stock prices of major competitors Novo Nordisk and Eli Lilly, with Novo Nordisk's stock dropping 8% and Eli Lilly's 7% on February 5, 2026 [3][4]. Group 1: Market Impact - Hims' introduction of a generic version of semaglutide is seen as a significant threat to Novo Nordisk, which has experienced a nearly 27% decline in stock price over the past five trading days, reducing its market capitalization to under $150 billion [3]. - The launch of Hims' generic drug is expected to pressure the market for semaglutide, as it is priced $100 lower than Novo Nordisk's offering [4]. Group 2: Legal and Regulatory Context - Hims' sale of the generic drug operates in a legal "gray area," as it is not classified as an FDA-approved generic, raising concerns about the quality and safety of the drug [4][5]. - The FDA has previously warned Hims about misleading claims regarding the similarity of its product to FDA-approved drugs, indicating potential regulatory actions against such companies [5]. Group 3: Competitive Landscape - Analysts suggest that Eli Lilly's upcoming oral weight loss drug may become the next target for generic manufacturers, highlighting ongoing market dynamics and regulatory scrutiny [7]. - Novo Nordisk has announced plans to take legal action against Hims, asserting that the latter's practices pose significant risks to patient safety and violate intellectual property rights [4].

据悉，伊朗外交部长阿拉格齐预计将在几分钟后举行媒体简报会，向现场记者详细说明过去数小时内谈判的具体进展及下一步动向。 来源｜央视新闻 据悉，在本次会谈中，伊朗与美国代表团并未直接见面，而是通过阿曼外交大臣巴德尔作为"中间人"，向对方传递了一系列核心方案、战略关切 及政策立场。会谈现场气氛紧张而高效。据现场初步评估， 虽然双方在具体条款上仍有博弈，但已就"继续保持对话"这一关键目标达成了共 识。 记者当地时间2月6日获悉，经过高强度的间接磋商，伊朗与美国在阿曼首都马斯喀特的新一轮核问题谈判取得阶段性进展。 编辑 ｜瑜见 ...

Core Viewpoint - The recent announcement by the Ministry of Finance and the State Taxation Administration clarifies that electronic ordinary invoices from ride-hailing services like Didi can still be used for VAT input tax deductions, provided they include the traveler's identity information [2][3]. Group 1: Policy Changes - Starting this year, employees traveling for work must provide their identity information when using ride-hailing services to obtain electronic ordinary invoices for tax deduction purposes [2]. - The new announcement removes the previous provision that allowed VAT input tax deductions based on electronic ordinary invoices without requiring traveler identity information [2]. Group 2: Expert Opinion - Professor Zhu Qing from Renmin University of China asserts that the ability to deduct input tax remains unchanged, as long as the invoices include the traveler's identity information [3]. - Companies with employees frequently traveling can still obtain VAT special invoices from ride-hailing services for input tax deductions, and electronic invoices with traveler identity information will also qualify [3]. Group 3: Practical Implementation - Employees can request invoices on the Didi platform by selecting "enterprise unit" and entering the company name and tax number, along with their own name and ID number to ensure the invoice is valid for tax deductions [3].

2月6日晚间，证监会通报了2025年首发企业现场检查情况。披露显示，过去一年，证监会完成了16家随机抽取及4家问题导向企业的检查处理工作， 涉及主板企业8家、科创板9家、创业板3家。 根据披露，2025年，对IPO新受理企业，证监会按照20%比例随机抽取检查对象，核验申报质量。据第一财经梳理，去年全年，证监会共开展三轮首发 企业现场检查，被抽中的企业涉及江西力源海纳科技股份有限公司、强一半导体（苏州）股份有限公司、浙江振石新材料股份有限公司等。 2026.02. 06 本文字数：785，阅读时长大约2分钟 作者 | 第一财经 周楠 长期以来，IPO现场检查情况备受市场关注，监管亦紧盯"带病闯关"、"一查就撤"等乱象。但在过去一年，拟IPO企业"一查就撤"的情况得到明显改 善。 证监会表示，下一步将进一步科学统筹现场检查覆盖面与有效性，坚持风险导向、突出重点、分类处置，不断提高拟上市企业申报质量。 微信编辑 | 小羊 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。） 推荐阅 ...

Group 1 - The spot silver price surged over 7%, reaching above $76, currently reported at $75.559 per ounce [2]

2026.02. 06 本文字数：2544，阅读时长大约4分钟 作者 | 第一财经 杜川 虚拟货币领域监管高压态势升级。 2月6日，中国人民银行、证监会等8部门联合发布《关于进一步防范和处置虚拟货币等相关风险的通知》（下称《通知》），再度明确虚拟货币相关业 务活动属于非法金融活动，并强调在境内开展现实世界资产（RWA）代币化活动以及提供有关中介、信息技术服务等，涉嫌非法发售代币票券、擅自公 开发行证券、非法经营证券期货业务、非法集资等非法金融活动，应予以禁止。 值得注意的是，《通知》首次明确提出，未经相关部门依法依规同意，境内主体及其控制的境外主体不得在境外发行虚拟货币。未经相关部门依法依规 同意，境内外任何单位和个人不得在境外发行挂钩人民币的稳定币。 近一段时间，虚拟货币价格波动剧烈。2月6日，比特币暴跌至约6万美元附近，创下16个月以来的新低。爆仓的人数更是触目惊心，据Coinglass数 据，过去24小时内，全球有超40万人爆仓，各类代币的多头头寸清算规模达17.03亿美元。 市场权威专家对记者表示，近期，受多种因素影响，虚拟货币、RWA代币化相关投机炒作活动时有发生，风险防控面临新形势、新挑战，为进一 ...

2026.02. 06 本文字数：1166，阅读时长大约2分钟 作者 | 第一财经 林靖 展望未来，假日安排将持续优化。 去年12月，中央财办有关负责同志解读中央经济工作会议精神时提到，要有效释放消费需求潜力，持续清理不合理限制措施，支持有条件地区推广中小 学春秋假，把职工带薪错峰休假落实到位。人力资源和社会保障部近期披露，我国将制定和修订一批劳动权益保障领域的法律法规。其中包括推动修订 《职工带薪年休假条例》，促进用人单位落实职工带薪年休假制度。 在近期各地的两会中，优化假日安排也成为不少代表、委员关注的热门话题。上海市人大代表、安衡讯（上海）信息技术服务有限公司总经理吕奕昊建 议，从中小学生暑假中抽取8-10天，非均匀分流至清明、劳动节、端午、国庆、中秋等黄金周假期。初步建议为劳动节延长3天（达8天）、国庆中秋 延长3天（达11天）、清明与端午各延长2天（达5天），此调整不新增法定假期总量，仅通过再分配优化结构。 在吉林省两会上，吉林省政协委员李铭建议，可在义务教育阶段的学校和企事业单位推行每周四天半工作日以促进周末短途旅行。相关话题随即冲上热 搜。 在湖南省两会上，湖南省政协委员、致公党湖南省委会副主委 ...

Core Viewpoint - The competition between major AI model companies, particularly OpenAI and Anthropic, is intensifying as both firms release updates to their foundational models, focusing on enhancing task execution capabilities and AI agent functionalities, which has led to a sell-off in the software sector [2][5]. Group 1: Model Updates and Competition - OpenAI and Anthropic launched updates to their models, GPT-5.3-Codex and Claude Opus 4.6, respectively, with a focus on AI agents and engineering capabilities [2][5]. - GPT-5.3-Codex is touted as having the "best programming performance," with a significant reduction in token consumption during task execution compared to its predecessor [5]. - Claude Opus 4.6 has improved programming skills and excels in financial analysis and document creation, showcasing a shift towards broader task capabilities [5]. Group 2: Market Reactions and Stock Performance - Following the announcements, the U.S. stock market experienced a downturn, with major tech stocks like Microsoft, Amazon, and Nvidia seeing declines of 4.95%, 4.42%, and 1.33% respectively [2]. - The S&P North American Technology Software Index (IGV) dropped approximately 25.8% since January, reflecting growing concerns about the software sector's valuation amidst AI advancements [7]. Group 3: Industry Perspectives and Future Outlook - Industry leaders express differing views on the impact of AI on existing software tools, with some suggesting a new workflow driven by AI, while others believe AI will enhance rather than replace current systems [8]. - Major tech companies are significantly increasing their capital expenditures, with Amazon planning $200 billion and Alphabet $185 billion for 2026, indicating a strong commitment to AI despite market volatility [9]. - The ongoing competition highlights the need for software companies to demonstrate stable net retention rates and pricing power in the face of AI disruptions [9].