特朗普还称，伊朗正在同美国谈判。 编辑：七三 据新华社，美国总统特朗普4日在接受美国全国广播公司采访时威胁称，伊朗若试图重启核计划，美 军将再次发动军事打击。 特朗普声称，伊朗正考虑在其他地方建立新的核设施，"我们发现了这件事"，如果伊朗真这么做， 美国会采取行动。伊朗最高领袖哈梅内伊"应该非常担心"。 ...

涨幅。 2月5日盘中，腾讯控股股价跌2.87%，股价542港元/股，市值4.95万亿港元，跌破5万亿港元。 | < 日 | 腾讯控股(0700) | | | | --- | --- | --- | --- | | | 02-05 11:15:44 通 | | | | 542.000 | 额 226亿 股本 91.23亿 市盈 20.7 | | 万得 | | | | | 盘口 | | -16.000 -2.87% | 换 0.45% 市值 49492亿 市净" 3.85 | | | | 人民币柜台 482.600 -14.200 -2.86% | | | | | 分时 | 自治 五日 日K 周K 月K | | (0) | | 置加 | 均价:547.689 | 盘口 成交 | | | 575.000 | | 3.05% 卖10 547.000 2.70万(69) | | | | | 卖9 546.500 9.10万(29) | | | | | 卖8 546.000 7.60万(49) | | | | | 卖7 545.500 5.00万(35) | | | 558.000 | | 卖6 545.000 5.80 ...

编辑 ｜ 钉钉 现货白银重挫逾15%，报75.287美元/盎司。 2月5日，黄金白银均持续下挫。现货黄金回落至4800美元/盎司下方，日内跌近170美元，跌幅达 3.41%。 ...

2026.02. 05 本文字数：1530，阅读时长大约2分钟 作者 | 第一财经 刘晓洁 北京时间2月5日，美股盘后谷歌母公司Alphabet发布了2025年第四季度和全年财报，虽然收入净利润均超预期，但2026年资本支出预计将翻倍，这引发 了投资者的担忧。 财报发布后，谷歌（GOOGL.US）盘后股价先是大跳水，一度跌超6%，随后又一度转涨超4%，截至上午9时，维持在跌幅0.4%左右。股价巨震体现出 投资者对谷歌前景的矛盾情绪。今日美股收盘，谷歌跌1.96%报每股333.04美元，总市值4.02万亿美元。 海豚投研认为，大手笔投入对利润的影响还未显现，Q4经营利润率还有接近 32%，环比、同比下滑还不是很明显。但从Q3开始，谷歌的折旧费用就已 经开始走高，同比超过40%的增长。如果不做控制，预计随着2026年投入的天量资本支出，总支出终究会飙涨。 在财报电话会上，皮查伊回复分析师提问时表示，尽管内部一直在扩大产能，但目前仍面临供应短缺问题。今年的资本支出是着眼于未来的投资，同时 需考虑供应链的时间周期延长等因素。"2026年的资本支出规模，是基于前几年的工作成果，其中存在时间滞后效应"。他提到，谷歌各业务 ...

2026.02. 05 本文字数：915，阅读时长大约1.5分钟 作者 | 第一财经 林志吟 在替尔泊肽的带动之下，礼来全年总营收达到651.79亿美元，按固定汇率CER计算同比增长44%，净利润206.4亿美元，同比增长95%。礼来预计2026年 度总营收将达到800亿至830亿美元。 回顾GLP-1赛道，诺和诺德司美格鲁肽在减肥药适应证上的开发成功，带火了整个GLP-1赛道开发火热。作为GLP-1/GIP双靶点药物的替尔泊肽，虽然 后来居上，但相比司美格鲁肽是GLP-1单靶点药物，展现出更优的减重效果。 司美格鲁肽减肥适应证在全球上市后，曾一度受制于产能供应紧张挑战。而礼来的替尔泊肽的开发到生产，背后有中国企业赋能身影。 有分析指出，礼来在应对GLP-1类药物（如替尔泊肽）巨大的市场需求时，采取了"内部扩产+外部合作"的策略。作为医药外包公司，中国企业药明康德 在全球多肽和寡核苷酸（TIDES）领域产能占据优势，该公司也是礼来的重要合作伙伴。 而药明康德在TIDES业务上的增长，与全球GLP-1市场需求高度相关。从药明康德的财报看，2025年前三季度，公司的TIDES业务收入达到78.4亿元， 同比增长1 ...

Core Viewpoint - Alibaba is intensifying its efforts in the "AI era super entrance" battle, particularly through its "Qianwen" initiative, which aims to capture consumer engagement during the upcoming Spring Festival [3][4]. Group 1: Qianwen Initiative - The "Qianwen C-end Business Group" was established in December 2025, integrating various business segments including Qianwen APP, Quark, AI hardware, UC, and Shuqing, under the leadership of Alibaba Group Vice President Wu Jia [3]. - Qianwen APP has announced full integration with Alibaba's ecosystem, including Taobao, Alipay, and other services, just over a month after its establishment [3]. Group 2: Spring Festival Strategy - Alibaba has launched a "30 billion Spring Festival invitation plan," marking the largest investment in a Spring Festival activity in the company's history, aimed at encouraging nationwide participation in festive activities [4]. - The plan is described as a way to invite the public to enjoy food and entertainment during the Spring Festival, although specific details of the activities have not been disclosed [4]. Group 3: Competitive Landscape - The competition for consumer attention during the Spring Festival is heating up, with other companies like Baidu and Doubao also launching their own initiatives, including Spring Festival red envelope plans [3][4]. - Qianwen will feature AI capabilities such as AI-generated videos and AI image recognition during the Spring Festival gala, and will distribute exclusive red envelope codes for viewers to engage with the app while watching the event [5].

Core Viewpoint - Uber's Q4 2025 financial report shows a 20% year-over-year revenue growth to $14.4 billion, but a significant 96% drop in net profit to $296 million, primarily due to tax valuation releases and investment re-evaluations [2][3]. Financial Performance - Q4 revenue increased by 20% to $14.4 billion compared to the previous year [2]. - Net profit for Q4 was $296 million, down 96% year-over-year [2]. - Non-GAAP net profit for Q4 grew by 25% to $1.5 billion [2]. - The company reported a 22% increase in order volume to 3.8 billion [3]. User Growth and Product Development - Monthly Active Platform Users (MAPC) rose by 18% to 200 million [3]. - The ride-hailing segment's transaction volume increased by 20%, while the delivery segment's transaction volume grew by 26% [3]. - New product offerings, such as Moto and Reserve, have attracted diverse user groups, including suburban residents and those with urgent travel needs [3]. Autonomous Driving Initiatives - CEO Dara Khosrowshahi emphasized the potential of autonomous vehicles to create significant business opportunities, estimating trillions of dollars in market potential [4]. - Uber is collaborating with companies like Pony.ai and WeRide to enhance its autonomous driving capabilities [4]. - Recent advancements include a partnership with NVIDIA for AI-driven autonomous technology and the establishment of AV Labs to accelerate development in this field [5].

来源 | 长安街知事 亚历克斯·萨博 图源：视觉中国 编辑 | 七三 据新华社援引哥伦比亚蜗牛电台4日报道，美国情报部门证实，商人亚历克斯·萨博在委内瑞拉被 捕，即将被引渡到美国。 报道说，萨博拥有委内瑞拉和哥伦比亚双重国籍，被认为与委内瑞拉总统马杜罗关系亲密。 当地时间1月3日凌晨， 美国 对委内瑞拉发起大规模军事行动，突袭委首都加拉加斯等地，强行控制 委总统马杜罗及其夫人并将他们带至美国。此举引发国际社会广泛谴责。 ...

2026.02. 05 09:31 银行板块盘初上涨，齐鲁银行涨超3%，重庆银行、南京银行、长沙银行等股跟涨。 盘面上，黄金、基本金属板块重拾跌势，光伏、算力硬件、半导体、AI应用、金融科技概念股走弱；银行板块局部走强。 09:30 创业板指跌幅扩大至1%，沪指跌0.67%，深证成指跌0.98%。科创综指跌1.49%。两市下跌个股超3900只。 09:27 光伏设备板块回调低开，奥特维跌超10%，钧达股份逼近跌停，金辰股份、迈为股份、东方日升跟跌。 09:25 A股开盘丨三大指数集体低开 上证指数低开0.66%，深证成指低开0.96%，创业板指低开1.02%，科创综指低开1.60%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | S | 4075.03 | -27.18 | -0.66% | | 399001 | 深证成指 | VW | 14020.84 | -135.43 | -0.96% | | 399006 | 创业板指 | MW | 3277.72 | -33.79 | ...

| 名称 | 现价 | | 涨跌幅 - | | --- | --- | --- | --- | | 哔哩哔哩-W | 233.600 -10.000 | | -4.11% | | 腾讯音乐-SW | 62.200 | -2.300 | -3.57% | | 金蝶国际 | 10.710 | -0.350 | -3.16% | | 华虹半导体 | 99.300 | -3.100 | -3.03% | | 『国語学-W | 155.500 | -4.000 | -2.51% | | 快手-W | 71.500 | -1.650 | -2.26% | | 中村国际 | 67.200 | -1.550 | -2.25% | | 美团-W | 90.200 | -1.950 | -2.12% | | 小鹏汽车-W | 65.500 | -1.050 | -1.58% | | 京东集团-SW | 106.300 | -1.600 | -1.48% | | 腾讯控股 | 550.000 | -8.000 | -1.43% | | 金山软件 | 27.300 | -0.380 | -1.37% | | 同程旅行 | 22.00 ...