2月4日，现货白银日内转涨，此前一度跌超2%， 截至08:23 报85.55美元/盎司。 截至09:02 ，日内涨幅扩大至1%，报86.08美元/盎司。 编辑：七三 ...

编辑：七三 2月4日早盘，日股任天堂一度跌近10%，公司此前公布的第三财季营业利润不及预期。 ...

编辑：七三 2月4日，现货黄金重回5000美元/盎司，日内涨超1%。 ...

霍金斯补充说，事件中没有美国军人受伤，也没有美国装备受损。 白宫新闻秘书莱维特当天称，美军击落伊朗无人机的行为"适当"。 据央视新闻，美军中央司令部发言人蒂姆·霍金斯当地时间2月3日称，美军一架隐形战斗机当天在阿 拉伯海击落一架伊朗无人机。当时，这架无人机正在靠近美军"亚伯拉罕·林肯"号航空母舰，其"意 图不明"。 ...

另有消息称，"Stena Imperative"号油轮此前加入了美国海军油轮安全计划。据了解，加入该计划 的油轮平时仍由商业公司运营，但在合同上与美国海军绑定，以便在危机或战争时迅速投入使用。 据悉，这些炮艇通过无线电呼叫油轮，命令船长"关闭引擎并准备被登船"，但油轮加速并保持航 向。预计这艘油轮将于2月5日抵达巴林的锡特拉港。 据伊朗方面消息，有船只"因未经许可进入伊朗领海"而被拦截。 据 央 视 新 闻 ， 记 者 当 地 时 间 2 月 3 日 获 悉 ， 英 国 海 上 安 保 公 司 称 ， 悬 挂 美 国 国 旗 的 "Stena Imperative"号油轮在霍尔木兹海峡"一度遭到多艘伊朗炮艇逼近"。之后该油轮在一艘美国军舰护送 下继续航行。 ...

Market Overview - The US stock market experienced a decline on Tuesday, primarily driven by a sell-off in technology stocks, with the S&P 500 and Nasdaq Composite indices falling significantly. Investors are becoming increasingly cautious about the returns on investments related to artificial intelligence, leading to a downturn in software and data analytics stocks [2] - The Dow Jones Industrial Average fell by 166.67 points (0.34%) to close at 49,240.99 points, while the S&P 500 dropped by 58.63 points (0.84%) to 6,917.81 points. The Nasdaq Composite decreased by 336.92 points (1.43%) to 23,255.19 points, nearly erasing all gains made since the beginning of the year [2] Technology Sector Performance - Major technology stocks faced pressure, with Nvidia down 2.84%, Microsoft down 2.87%, and Alphabet's Class A and C shares falling by 1.16% and 1.22%, respectively. Amazon saw a decline of 1.79%, while Meta Platforms dropped by 2.08% [2][5] - The S&P 500 technology sector fell by over 2%, marking it as the worst-performing sector among the 11 major sectors. The S&P 500 software and services index has seen a continuous decline for five consecutive trading days, with a cumulative drop of 12.8%, the largest five-day decline since March 2020 [6] AI Investment Sentiment - Market tolerance for investments in artificial intelligence is decreasing, with investors demanding proof of profitability to justify substantial capital expenditures. This shift is evident in the contrasting performances of Microsoft and Meta, where the latter rebounded strongly after its earnings report [5][6] - Concerns are growing regarding competition and business model disruptions in the legal, data analytics, and professional services sectors due to advancements in AI, as evidenced by significant stock declines in companies like RELX and Wolters Kluwer [6] Company-Specific Developments - Walmart's stock rose over 2% due to growth in its digital business and new customer acquisition, leading to a market capitalization that surpassed $1 trillion for the first time [3] - PepsiCo's stock increased by 4% following strong earnings driven by improved organic sales [4] - AMD's stock fell over 4% after reporting quarterly results that exceeded market expectations, but provided cautious guidance for the next quarter, indicating a potential revenue decline [7] Economic Indicators - The US Treasury market saw increased demand for safe-haven assets amid stock market pressures, with the two-year Treasury yield falling by 0.2 basis points to 3.568% and the ten-year yield down by 1 basis point to 4.268% [7] - Economic data improvements have led to a delay in market expectations for the next Federal Reserve interest rate cut, now anticipated for June, although this is contingent on upcoming employment data [8]

浙江天台公安发布警情通报，针对近期网络关注的"夫妻网购娃娃菜中毒事件"，我局专案组开展了 溯源调查、现场勘查、检验鉴定、调查走访等工作。目前，陈某某、杨某夫妻因涉嫌敲诈勒索罪，已 被我局依法采取刑事强制措施，案件正在进一步侦办中。请广大网民不造谣、不信谣、不传谣，共同 营造清朗网络环境。 编辑：小羊 ...

腾讯官方账号"鹅厂黑板报"发文，就涉元宝App相关谣言进行澄清。 谣言1： 抢元宝红包会导致微信闪退，余额清零。——元宝App与微信是两个独立的应用，不存在直 接导致微信闪退的技术关联。用户在元宝App内获得的任何现金红包或奖励，均受到严格的金融安全 保障，不影响账户安全。 谣言2： 元宝红包的链接有病毒，是木马。——"木马链接"和"假冒病毒"的说法，通常是不法分子 利用春节红包活动的热度，制作虚假链接进行诈骗。我们提醒用户，务必通过元宝App官方页面或可 信渠道参与红包活动，切勿点击不明来源的链接，谨防上当受骗。如遇可疑链接可以通过右上角"更 多"进行投诉。 谣言3： 使用元宝App会默认开启AI，会自动举报。——元宝严格遵循相关法律法规，所有功能的开 启和使用都遵循明确的用户授权原则，不存在"静默监控"、"默认开启AI"、"自动举报"的情况。用 户拥有完全的知情权和选择权，可以根据自身需求主动决定是否使用相关功能。 编辑：小羊 ...

Core Viewpoint - The People's Bank of China (PBOC) is implementing measures to maintain liquidity in the banking system, including a significant reverse repurchase operation of 800 billion yuan, aimed at stabilizing the financial market ahead of the Chinese New Year [2][3]. Group 1: Liquidity Measures - On February 4, the PBOC will conduct a reverse repurchase operation of 800 billion yuan with a term of 3 months, marking the first increase in this operation since November 2025 [2][3]. - The net liquidity injection from the PBOC's operations is expected to be 1 trillion yuan, considering the 700 billion yuan reverse repos maturing in February [3]. - The PBOC's actions are intended to counter potential liquidity tightening and ensure a stable financial environment during the pre-holiday period [3][4]. Group 2: Market Expectations - February is typically a month with concentrated bank credit issuance, and the demand for liquidity is expected to rise due to cash withdrawal factors before the Spring Festival [4]. - Analysts predict that the PBOC will likely conduct a 6-month reverse repurchase operation around February 15, with expectations of either maintaining or increasing the amount injected into the market [4]. - The PBOC is expected to continue injecting medium-term liquidity through reverse repos and Medium-term Lending Facility (MLF) operations to ensure market stability [4][5]. Group 3: Policy Outlook - The PBOC's liquidity measures have reduced the urgency for a comprehensive reserve requirement ratio (RRR) cut, although such a tool remains an option in the central bank's toolkit [6][7]. - Future monetary policy is anticipated to focus on improving the efficiency of existing policies rather than simply increasing the scale of interventions [6]. - There is a possibility of an RRR cut coinciding with the government's concentrated supply of bonds, as indicated by the PBOC's positive stance on potential rate cuts [8].

2月3日，美股三大指数开盘涨跌不一，截至发稿，纳指涨0.36%，道指 涨 0.22%，标普500指数涨 0.20%。 科技股多数上涨，英特尔涨超4%，谷歌涨逾1%。 热门中概股盘初涨跌互现，纳斯达克中国金龙指数跌0.40%，哔哩哔哩、阿里巴巴、网易跌超2%，百 度、京东跌超1%；小鹏汽车涨超2%。 PayPal大跌超18%。 编辑丨瑜见 | 名称 | 涨跌 涨跌幅 现价 | | --- | --- | | 道琼斯工业平均 | 49515.08 107.42 0.22% | | 纳斯达克指数 | 23676.02c 83.91 0.36% | | 标普500 | 6990.31 13.87 0.20% | 矿业股大涨，科尔黛伦矿业涨超8%，泛美白银涨超6%。 存储概念走强，西部数据涨超4%，闪迪涨超5%。 ...