2月5日，外交部记者会林剑主持例行记者会。 彭博社记者提问，在中美元首通话之后，美国总统特朗普表示，中方领导人将于今年年底访问美国。外 交部能否确认并提供更多细节？ 来源｜澎湃新闻 编辑 ｜ 钉钉 "中美两国元首保持着沟通和互动。关于你提到的具体问题，我目前没有可以提供的消息。"林剑回 应。 ...

今日俄罗斯记者提问，2月4日俄中两国元首举行了视频通话，据俄罗斯总统助理乌沙科夫表示，应中 国领导人的邀请，普京总统计划在2026上半年对中国进行访问，请问中方能否提供更多的信息？ 林剑表示，昨天习近平主席同普京总统举行视频会晤，就双边关系和共同关心的国际和地区热点问题深 入交换意见。"中俄两国元首一直通过各种方式保持战略沟通，引领新时代中俄关系稳步前行。" 来源｜澎湃新闻 编辑 ｜ 钉钉 2月5日，外交部记者会林剑主持例行记者会。 ...

Core Viewpoint - The recent announcement by the Ministry of Finance and the State Taxation Administration has removed the ability for companies to use electronic ordinary invoices for domestic passenger transport services, such as those provided by Didi, to deduct input VAT, requiring them to obtain special VAT invoices instead [2][3]. Group 1: Impact on Companies - This change will affect companies with employees who frequently travel for business, as they will need to request special VAT invoices from transport service providers like Didi to claim VAT deductions [3]. - The adjustment is seen as a move to strengthen regulation and make the VAT deduction process for domestic passenger transport services more standardized [3]. Group 2: Expert Opinions - A senior tax expert believes that the impact of this change is minimal since transport service providers like Didi can still issue special VAT invoices for companies to use for deductions [4]. - The announcement retains other scenarios where companies can deduct VAT without needing special invoices, such as electronic tickets for rail and air travel, and tickets that include passenger identity information for road and water transport [4].

Market Overview - The A-share market experienced a volume contraction and adjustment on February 5, with the Shanghai Composite Index down 0.64%, the Shenzhen Component Index down 1.44%, the ChiNext Index down 1.55%, and the Sci-Tech Innovation Board Index down 1.44% [2][3]. Sector Performance - The photovoltaic industry chain saw a significant decline, while gold and basic metals sectors also adjusted. Notably, semiconductor and computing hardware concept stocks experienced marked declines. Conversely, the consumer sector showed resilience, with retail, duty-free shops, film, liquor, and tourism stocks rising [2][3]. Consumer Sector Highlights - The consumer sector performed strongly, with stocks such as Maoye Commercial, Sanjiang Shopping, Three Gorges Tourism, and Haixin Food reaching their daily limit up [4]. Notable Stock Movements - Specific stocks that saw significant gains include: - Huangting International: +10.11% at 2.07 - Maoye Commercial: +10.04% at 7.78 - Sanjiang Shopping: +10.02% at 20.20 - Hangzhou Jiebai: +9.99% at 9.80 - Dongzi Group: +7.98% at 17.18 [5]. Financial Sector Performance - The financial sector strengthened in the afternoon, with stocks like Hualin Securities and Xiamen Bank hitting their daily limit up [5]. Market Activity - The total trading volume in the Shanghai and Shenzhen markets was 2.18 trillion, a decrease of 304.8 billion from the previous trading day, with over 3,700 stocks declining [6]. Capital Flow Analysis - Main capital flows showed a net inflow into sectors such as media, food and beverage, and banking, while there was a net outflow from power equipment, non-ferrous metals, and telecommunications [9]. Individual Stock Inflows and Outflows - Notable net inflows were observed in: - Pingtan Development: 1.278 billion - Wangsu Science & Technology: 682 million - N Beixin-U: 666 million - Conversely, significant net outflows were recorded for: - Zijin Mining: 2.275 billion - Xinyi Technology: 1.816 billion - Aerospace Development: 1.691 billion [10][11]. Institutional Insights - DeXun Securities noted that technology stocks are under pressure ahead of the holiday, with capital flowing towards consumer sectors as a risk-averse strategy [12]. - Guodu Securities highlighted increased market volatility, suggesting a balanced market style ahead of the holiday [13]. - Debang Securities indicated that clearing short-term risks could help improve market risk appetite, supporting the continuation of the spring market trend [14].

2026.02. 05 本文字数：1220，阅读时长大约3分钟 作者 | 第一财 经 安然然 苗生明介绍，全国检察机关依法从严惩治严重影响人民群众安全感的犯罪。去年1至11月，全国检察机关共起诉"黄赌毒""盗抢骗"等犯罪44.6万人。会同 最高人民法院、公安部常态化开展打击拐卖妇女儿童犯罪专项工作，打击治理拐卖人口犯罪，加强妇女儿童权益司法保护。起诉拐卖妇女儿童相关犯罪 950人，同比下降16.4%，为近十年来最低。 此外，检察机关在持续严厉打击传统毒品犯罪的同时，加大对依托咪酯、合成大麻素等新型毒品犯罪的研究和惩治力度，起诉毒品犯罪3万余人。积极 参与打击整治枪爆违法犯罪专项行动，持续保持严打高压态势，起诉涉枪爆犯罪4847人。 在民生领域司法保护方面，苗生明介绍，检察机关开展医保基金管理突出问题专项整治，会同公安部、国家医保局、国家卫健委、财政部等部门开展医 保领域打击欺诈骗保专项工作，聚焦治理重点诊疗领域、重点药品耗材以及虚假诊疗等高发多发违法犯罪行为，去年1至11月共起诉医保领域欺诈骗保 犯罪2272人，推动形成高压态势，守护人民群众"救命钱"。 同时，聚焦劳动者权益保护，起诉拒不支付劳动报酬犯罪10 ...

2026.02. 05 本文字数：1117，阅读时长大约2分钟 作者 | 第一财 经 林春挺 2月4日发布的全国人民代表大会常务委员会公告（〔十四届〕第十五号）显示，3人被罢免第十四届全国人民代表大会代表职务。 其中，山东省人大常委会决定罢免罗琦的第十四届全国人民代表大会代表职务。 多名与罗琦有过接触核电业内人士向第一财经记者表示，去年以来，罗琦已经有很长时间没有出现在公众场合。去年下旬，记者曾多次拨打罗琦的电 话，但电话一直无人接听。 罗琦出生于1967年10月，长期在中核集团系统工作。公开资料显示，2000年12月至2004年5月，罗琦任中核集团旗下中国核动力研究设计院设计所型 号副总设计师、所长。2009年1月，任中国核动力研究设计院院长。2022年3月，任中核集团总工程师。 刘仓理出生于1961年12月，陕西岐山人，实验物理学家，中国科学院院士。刘仓理长期从事核武器等高科技武器研究工作。2015年—2024年6月，刘 仓理曾任中国工程物理研究院院长。 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.c ...

2026.02. 05 本文字数：1562，阅读时长大约3分钟 Anthropic发布的面向企业法务的Claude Cowork 插件，可自动化完成合同审查、NDA 分类、合规追踪、法律简报生成等核心法务工作，直接冲击法律 信息服务与专业SaaS板块，二级市场情绪从"AI赋能软件"迅速转向"AI取代软件"，担忧AI从工具直接升级为替代者，淘汰中间环节SaaS产品。 Palantir Technologies（PLTR.O）是近期该轮回调主要"受害者"，即使官方在本周早些时候发布了一份高于华尔街预期的财报，股价却最终收跌 11.62%。 面对该轮踩踏，多位企业高层对外否认担忧。谷歌母公司Alphabet财报电话会上，CEO桑达尔·皮查伊并不认可"AI工具可能会损害大型软件SaaS公司定 价权"这一观点。他表示，当前最关键的问题是计算能力相关的限制——包括电力、土地、供应链等方面的约束，以及如何扩大产能以满足当前激增的需 求、确保长期投资的合理性，同时在这一过程中提升效率、保持行业领先水平。 英伟达创始人CEO黄仁勋近日在与思科CEO对谈中表示，AI不会做工具，而是会用工具。就像人不会重新发明螺丝刀，AI 也会直 ...

Group 1: Global Economic Outlook - The global economy is entering a new phase influenced by geopolitical factors, policy shifts, and technological advancements, with a focus on the potential changes in 2026 [1] - The actual tariff rates imposed by the US are lower than previously expected, with estimates around 13% compared to the announced 25% [5] - Global trade is expected to exceed $35 trillion in 2025, reflecting a 7% year-on-year growth, indicating resilience despite tariff impacts [9] Group 2: US Market Dynamics - The "American exceptionalism" narrative is losing its prominence as competitor markets are performing better than the US, suggesting a fundamental shift in market sentiment [11] - The risks associated with the Trump administration's policies and the independence of the Federal Reserve are highlighted as significant concerns for 2026 [13] - If risks do not materialize, global stock markets could see increases of 10% in the US, 8% in Europe, and 7% in emerging markets in 2026 [15] Group 3: AI Industry Insights - The focus in the AI sector is shifting towards the realization of practical applications rather than just market valuations of tech giants [16] - Only 17% of surveyed companies have scaled AI deployments effectively, with just 5% focusing on generative AI, indicating that the industry is still in its early stages [17] - Current tech stock valuations are more rational compared to the late 1990s internet bubble, suggesting that there is still a development window for AI [19] Group 4: China's Economic Prospects - There is an optimistic outlook for China's economy in 2026, driven by gradual improvements in the real estate sector and strong export competitiveness [20] - Investor confidence in China's development has significantly increased post-2024, continuing into 2025 [21]

Core Viewpoint - The article discusses the introduction of a "zero tariff" policy for imported goods purchased by residents of Hainan Free Trade Port, aimed at reducing living costs and enhancing consumer choices for local residents [2][3]. Group 1: Policy Details - The Ministry of Finance, General Administration of Customs, and State Taxation Administration issued a notification on February 5, allowing Hainan residents to purchase imported goods with a tax exemption up to 10,000 RMB annually [2]. - To qualify for the tax exemption, residents must meet three conditions: they must be Hainan residents, purchase from designated duty-free stores, and the goods must be on a specified positive list of 202 items, including baby formula, beef, toothpaste, and fresh fruits [3]. Group 2: Regulatory Measures - The notification includes measures to prevent abuse of the tax exemption policy, stating that the goods purchased must be for personal use and cannot be resold. Individuals found violating this rule will be barred from future purchases of zero-tariff goods for three years [4]. - The Hainan provincial government is tasked with managing the risk of smuggling related to zero-tariff goods, implementing quantity restrictions on certain items, and enhancing regulatory oversight through information technology and traceability [5].

报道称，该计划规模惊人，远超马斯克现有的"星链"星座，后者目前在地球轨道上拥有超过9600颗卫星。 马斯克在社交平台X上转发了关于SpaceX申请发射多达100万颗卫星的报道。 微信编辑 | 夏木 2026.02. 05 本文字数：379，阅读时长大约1分钟 来源 | 第一财经、参考消息 据报道，美国联邦通信委员会表示，已受理SpaceX的数据中心申请。 此前，参考消息援引外媒报道，马斯克旗下的太空探索技术公司（SpaceX）申请发射多达100万颗卫星，以建立一个环绕地球的轨道数据中心网络。 1月30日，SpaceX向美国联邦通信委员会提交了申请，将该项目描述为"一个拥有前所未有的计算能力的卫星星座，可为先进的人工智能（AI）模型及 其相关应用提供支持"。 ther ller - lan -1888 - 2019 11 6 @- 号立井 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。） 推荐阅读 李亚鹏，一夜卖了1.6亿元茶 ...