来源丨 中国人民银行 编辑丨金珊 马斯克点火A股光伏，奥特维等股价翻倍 爆单排队！喜茶二手周边爆炒至50元 SFC 21君荐读 据央行最新发布数据，中国2026年1月末黄金储备报7419万盎司，2025年12月末为7415万盎 司，为连续第15个月增持黄金。 ...

来源丨央视新闻 编辑丨金珊 SFC 据央视新闻报道，记者当地时间2月6日获悉，美国白宫发表声明表示，美国总统特朗普当天签 署行政命令，对与伊朗有贸易往来的国家征收关税。 声明表示，自本命令生效之日起， 对进口到美国的商品，如果其来自直接或间接从伊朗购 买、进口或以其他方式获取商品及服务的国家，可以加征额外从价关税，例如25%。 ...

Core Viewpoint - The recent notice issued by the People's Bank of China and eight other departments emphasizes that virtual currency and the tokenization of real-world assets (RWA) are illegal financial activities, aiming to prevent risks and maintain social stability [1][2][8]. Group 1: Virtual Currency Regulations - Virtual currencies do not have the same legal status as fiat currencies and should not be circulated as money in the market [1][2]. - The notice prohibits any domestic entity or individual from issuing stablecoins linked to the RMB without approval from relevant authorities [1][8]. - Financial institutions are barred from providing services related to virtual currencies, including account opening, fund transfers, and the issuance of related financial products [5][8]. Group 2: RWA Tokenization Regulations - The notice defines RWA tokenization as the conversion of ownership and income rights of assets into tokens using encryption and distributed ledger technology [4]. - Engaging in RWA tokenization activities within the country is considered illegal financial activity, including providing intermediary and technical services [4][5]. - Any foreign entity or individual is prohibited from providing RWA tokenization services to domestic subjects [4][5]. Group 3: Enforcement and Compliance - The notice emphasizes a high-pressure regulatory stance against illegal activities related to virtual currencies and RWA, with a focus on cross-departmental collaboration [5][9]. - Market supervision departments are tasked with managing the registration of business entities, ensuring that names and business scopes do not include terms related to virtual currencies or RWA [6]. - Violations of the notice will result in penalties, and criminal liability may be pursued for serious offenses [9].

作者 丨曹恩惠 编辑丨张伟贤 特斯拉首席执行官埃隆·马斯克正在成为"挑动"中国A股光伏板块神经的人。 两周之后，马斯克再次成为给A股光伏板块"点火"的那个人。 当地时间2026年1月22日，马斯克首次亮相达沃斯世界经济论坛，并与贝莱德首席执行官拉里· 芬克进行了一场约30分钟的对话。 在这场对话中，马斯克谈到了人工智能、人形机器人以及能源电力。特别是当提到"制约人工 智能发展的根本瓶颈是电力"时，他夸起了中国太阳能产业化发展能力，直言"仅凭太阳能，中 国每年就能提供相当于美国一半的稳态电力"。 值得一提的是，马斯克还进一步强调了SpaceX和特斯拉正在各自努力，计划未来三年时间内 在美国建立起年产能达到100GW的太阳能制造能力——尽管这一计划早在2025年12月份已经 有所透露。 但上述观点犹如一剂"兴奋剂"，注入了中国A股光伏板块——北京时间1月23日，共计来自光 伏 设 备 、 辅 材 、 主 材 等 环 节 的 24 只 光 伏 股 实 现 涨 停 ， 光 伏 指 数 （ 884045.WI ） 当 日 大 涨 7.46%，大幅跑赢整体行情。 这一次的消息是，马斯克所掌控的SpaceX以及特斯拉近期已 ...

近日，中国汽车流通协会发布的数据显示，1月上半月，车市销量较2025年12月同期下降 34.2%，较2025年12月下半月下降66.4%。与此同时，国内车企陆续公布的2026年销量目标相 较于过去几年动辄翻倍的激进态势，已趋于理性。 SFC 出品丨21财经客户端 21世纪经济报道 编辑丨金珊 见习编辑林芊蔚 21社论丨构建放心生态，提振消费信心 21社论丨政策支持与资产价格走强，共同支撑楼市信心回暖 21君荐读 当前，我国汽车产业正处于关键的转型升级期，新能源汽车的快速发展为行业带来创新活 跃、结构重塑与竞争加剧等多重变化。过去几年，车市面临价格战与流量战的激烈竞争，导 致一些车企增收不增利，同时也挤压了上下游供应商与经销商的利润空间。随着一系列政策 引导与监管加强，产业正逐步形成更高质量的发展环境。 在此背景下，车企发展战略也应主动转向高质量增长。首先，车企不应再将"销量"与"规模"作 为核心目标，而应更注重可持续的盈利能力和现金流健康。部分车企沿用互联网投资逻辑， 将销量视为融资、估值乃至生存的关键指标，模仿"烧钱换流量"的模式，以牺牲毛利率换取 市场份额。这种策略难以持续，尤其在市场高增长阶段过后，"增 ...

Market Overview - The US stock market saw all three major indices rise, with the Dow Jones increasing by 2.47% to surpass 50,000 points, marking a historical high. The Nasdaq rose by 2.18%, and the S&P 500 increased by 1.97% [1] Semiconductor Sector - The semiconductor sector experienced a significant surge, with the Philadelphia Semiconductor Index rising by 5.7%. Notably, Nvidia's stock increased by nearly 8%, adding $325 billion to its market capitalization. Other companies like Skyworks Solutions and AMD also saw gains exceeding 8%, while Broadcom rose over 7% and TSMC increased by more than 5% [3] - Nvidia's CEO Jensen Huang stated that the substantial spending on AI is reasonable and sustainable, as cash flows for these companies are expected to rise. He emphasized that as long as consumers are willing to pay for AI, companies will continue to invest heavily in the sector [3] Technology Stocks - Technology stocks showed mixed performance, with Tesla rising by 3.5%, while Microsoft and Apple saw slight increases. Amazon, however, fell by 5.55% [3] Chinese Stocks - Chinese stocks listed in the US saw a broad increase, with the Nasdaq Golden Dragon China Index rising by 3.71%. Notable performers included New Oxygen, which surged over 13%, and Century Internet, which rose over 10%. Other companies like NIO, Li Auto, and Baidu also experienced significant gains [3][4] Precious Metals - Precious metals rebounded strongly, with spot gold rising by 3.98% to $4,966 per ounce, and spot silver increasing by nearly 10% to $77.78 per ounce [5] Oil Prices - International oil prices saw a slight increase, with New York crude oil rising by 0.33% to $63.5 per barrel, and ICE Brent crude oil increasing by 0.68% to $68.01 per barrel [5] Cryptocurrency Market - The cryptocurrency market experienced a collective surge, with Bitcoin surpassing $70,000, recovering nearly all losses since the market crash on Thursday. Ethereum, Dogecoin, and Solana all rose by over 10% [5][7]

中概股普涨，纳斯达克中国金龙指数涨超2%，蔚来涨超10%，嘉楠科技涨超7%，理想汽车、万国数据涨超5%。 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | | SOS | 1.440 | 15.23% | | 劇来 | 5.187 | 10.36% | | MICROALGO | 4.026 | 8.21% | | 博美 | 1.315 | 7.80% | | 虎牙 | 4.630 | 6.68% | | 新氧 | 3.150 | 6.06% | | 世纪互联 | 10.710 | 5.83% | | 陆控 | 2.770 | 5.73% | | 川谷 | 1.030 | 5.49% | | 理想汽车 | 18.715 | 5.20% | | 万国数据 | 44.890 | 5.15% | 记者丨刘雪莹 编辑丨黎雨桐 北京时间2月6日晚，美股三大指数集体高开，截至23:00左右，三大股指均涨超1%，其中道琼斯指数触及新纪录高位，涨近850点，涨幅超 1.7%。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 49757.31 | 22709. ...

记者丨郑玮 实习生龚晨晨 编辑丨陈洁 近日，随着一批城市"尖子生"相继公布GDP数据，2025年中国万亿城市之争尘埃落定。 南方财经记者统计数据显示， 2025年全国有29座城市GDP迈入万亿级。其中，温州、大连两 市GDP首次突破万亿元， 同期上海、北京两市GDP也双双达到5万亿元区间，全国万亿GDP城 市版图再度迎来扩容。 "万亿矩阵"扩容背后，2025年，全国有22座万亿城市GDP增速超过5%（全国平均增速），其 中唐山、合肥、烟台、温州4城GDP增速超过6%。同期，14座万亿城市2025年GDP增速较 2024年持平或略有增长，其中西安、广州分别增长3.4个百分点和1.9个百分点。 进一步观察这批城市"尖子生"的经济结构，哪些产业在"破万亿"进程中提供了关键动能？ 万亿城市"洗牌"：两城上榜、沪京并肩 整体来看，在2025年全国29座万亿GDP城市中，GDP规模迈入5万亿元区间的城市有2座，4万 亿元区间城市出现断档，此后规模迈入3万亿元区间、2万亿元区间和1万亿元区间的城市分别 有3座、4座和20座，整体呈现正金字塔结构。 不同梯次城市的发展重心显露差异。其中，上海、北京两座"领头羊"2025年第三 ...

Core Viewpoint - The article discusses the intense competition among major internet companies, particularly Tencent, in attracting top AI talent through high salaries and innovative scholarship programs, highlighting the industry's talent scarcity and the strategic investments being made in AI research and development [1][4]. Group 1: Talent Acquisition Strategies - Tencent is actively recruiting AI talent with high salaries for various positions, such as over 750,000 yuan for user operation roles and nearly 1,000,000 yuan for AI application engineers [1]. - The "Qingyun Plan" is Tencent's initiative aimed at attracting top technical students globally, similar to ByteDance's Top Seed talent program [1]. - The "Qingyun Scholarship" offers significant financial incentives, including 500,000 yuan per recipient, to support students in AI and computer science fields [2]. Group 2: Investment in Research and Development - Tencent's R&D expenditure reached a record high of 22.82 billion yuan in Q3 2025, with a total of 61.983 billion yuan spent in the first three quarters of 2025 [4]. - The company emphasizes the importance of computational resources for top PhD students, providing cloud heterogeneous computing resources as part of the scholarship [4]. Group 3: Recruitment of Established Talent - Tencent is also accelerating the recruitment of established AI experts, as evidenced by the hiring of prominent figures like Pang Tianyu and Yao Shunyu, who have significant academic and industry experience [5]. - The establishment of new departments within Tencent, such as AI Infra and AI Data, aims to enhance its capabilities in large model research and development [5]. Group 4: Academic Collaboration and Knowledge Sharing - Tencent launched its technical blog to share research findings, marking a step towards increasing its academic influence and transparency in AI technology [6].

记者丨冯紫彤 庞华玮 刘雪莹 2月6日晚，贵金属快速拉升，截至发稿，现货黄金涨超3%，在4920美元/盎司上方；现货白银 涨超7%，约75.25美元/盎司。 编辑丨杨希 | W | 伦敦银现 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | SPTAGUSDOZ.IDC | | | | | | | | 75.247 | 70.902 | 昨结 | | | 开盘 | | 70.949 | | +4.345 | +6.13% 0.00 | 总量(kg) | | | 现手 | | 0 | | 最高价 | 76.282 0 | 持 仓 | | 참 | 2 | | 0 | | 最低价 | 64.035 0 | 壇 ਦੇ | | | | | O | | સ્ત્ર B4 | 五日 | 目K | 周Ｋ | 月K | | 重名 | | | ෆ්‍රා | | | | 均价: -- | | 盘口 | | | 77.769 | | | | 9.69% 卖1 | | 75.331 | C | | | | | | | 第1 | 75.247 | O ...