新湖期货亦认为黄金价格中长期支撑仍存，指出沃什获提名及由此引发的汇率波动属于短期扰动，中期市场焦点仍将集中于地缘政治风险升温 与特朗普政府政策的高度不确定性；而长期来看，全球债务可持续性恶化与去美元化趋势的深化，是支撑黄金结构性走强的核心变量。目前， 上述中长期逻辑并未发生根本性逆转。 | W | | 伦敦金现 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | SPTAUUSDOZ.IDC | | | | | | 4892.284 | 昨结 | | 4659.278 | 总量 | | 0 | | +233.006 | +5.00% 开盘 | | 4669.080 | 现手 | | 0 | | 最高价 | 4893.590 持 仓 | | 0 | 4 물 | | 0 | | 最低价 | 4666.083 壇 | | 0 | 内 | | | | 分时 | 王日 日K | 周Ｋ | | 目K | 重家 | | | 叠加 | | | | 均价:0.000 | | | | 4893.590 | | | | 5.03% 卖一 | 4892.670 | ...

Core Viewpoint - The article discusses rumors regarding potential tax rate adjustments for the financial and internet value-added services sectors, particularly gaming, which led to a decline in stock prices for major internet companies like Tencent. However, industry insiders have largely dismissed these rumors as unfounded and lacking credibility [1][6][7]. Group 1: Market Reactions - On February 3, market rumors about tax rate adjustments caused a significant drop in the A-share gaming sector, with Century Huatong's stock falling over 9%, and other major gaming stocks like Kaixin Network and Giant Network also experiencing declines [1]. - Despite the initial drop, gaming stocks rebounded later, with Shunwang Technology rising by 14.65% and other companies like Xunyou Technology and Zhejiang Shuju Culture seeing increases of over 5% [1][2]. Group 2: Tax Rate Rumors - The rumors suggested that the gaming tax rate might align with the 32% rate applied to liquor, which is a consumption tax, while gaming services are subject to a value-added tax (VAT) of 6% [6][7]. - Industry experts confirmed that there has been no official communication regarding tax rate changes, and the credibility of the rumors is considered low [6][7]. Group 3: Tax Policy Context - The current VAT law, effective from January 1, 2026, specifies three tax rates: 13%, 9%, and 6%, with financial and modern services, including gaming, falling under the 6% category [7]. - Recent adjustments in tax rates have only affected basic telecommunications services, and any changes to the tax structure would require rigorous legislative or administrative processes [7]. - The prevailing policy focus is on stabilizing growth and supporting innovation, making significant tax increases on key industries unlikely [7].

Core Viewpoint - SpaceX's acquisition of xAI aims to create a vertically integrated innovation engine that combines artificial intelligence, rocket technology, satellite internet, and real-time information platforms, addressing the limitations of ground-based energy for AI expansion [1][4][10]. Group 1: Acquisition Details - SpaceX officially announced the acquisition of xAI on February 2, 2026, as part of its strategy for vertical integration within its business empire [1]. - The merger is expected to leverage a space-based energy network to build a "stellar-level" AI computing infrastructure, overcoming physical limitations imposed by terrestrial energy sources [1][4]. - The specific terms of the acquisition have not been disclosed by either SpaceX or xAI [1]. Group 2: Company Backgrounds - SpaceX, founded in 2002, is the largest commercial rocket launch service provider globally, with capabilities in manufacturing, launching, recovering, and reusing rockets [4]. - xAI, established in 2023, focuses on AI development with a mission to understand the true nature of the universe, maintaining technical collaboration with platforms like X (formerly Twitter) and Tesla [5]. Group 3: Financial Implications - The merger is projected to create a trillion-dollar non-public company, with SpaceX's valuation reaching approximately $800 billion and xAI's post-funding valuation exceeding $230 billion [5][6]. - Following the merger, SpaceX's overall valuation is expected to rise to $1.25 trillion, making it one of the highest-valued private companies globally [6]. Group 4: Future Plans and Innovations - Musk envisions that space will become the most cost-effective location for AI computing power within the next 2 to 3 years, as current AI development faces physical limits due to energy demands [4][10]. - SpaceX plans to deploy a massive orbital data center system with up to 1 million satellites, which will utilize solar energy for AI computations, significantly reducing operational costs [11][12]. - The company aims to launch 100 tons of payload per hour and potentially deploy 500 to 1000 terawatts of AI satellites into deep space, supporting long-term goals of establishing a self-sustaining base on the Moon and advancing human civilization to Mars [11][12].

来源丨央视新闻 编辑丨江佩佩 见习编辑林芊蔚 今日，齐齐哈尔市建华区人民政府发布通报称，2月2日15时许，齐齐哈尔市建华区芳华颐养养 老院发生火灾，消防、应急、卫健等部门迅速赶赴现场开展救援。15时19分，现场明火被扑 灭。事故造成5人遇难。事故原因调查等工作正在进行中。 SFC ...

"这只是哈佛大学试图逃避支付（同美国政府达成的）超过5亿美元和解金的手段……哈佛大学 将不得不承担其不当行为带来的后果。"特朗普说，"我们现在要求10亿美元的赔偿，并希望未 来与哈佛大学再无瓜葛。" 出品丨21财经客户端 21世纪经济报道 编辑｜江佩佩 见习编辑林芊蔚 存储厂商集体跑步上市 飞天茅台全线上涨 400亿电池巨头冲刺A+H上市 SFC 21君荐读 据央视新闻报道，当地时间2月2日，美国总统特朗普在其个人社交媒体上发文称，向哈佛大学 寻求10亿美元的赔偿，并在未来与其断绝一切关系。 特朗普在社交媒体帖文中攻击哈佛大学"长期以来表现极差"，对媒体"胡言乱语"，并称哈佛大 学曾试图推行一个复杂的职业培训概念，但该方案被联邦政府否决。 ...

2月3日，寒武纪科技发布声明： 我公司关注到今日网络传播的 关于公司近期组织小范围交流等信息为不实信息，公司近期从 未组织任何小范围交流，没有出具过任何年度、季度营业收入指引数据，相关信息请以公司公 开披露的信息为准。公司目前研发进展顺利，经营稳步推进。 在此，公司提醒广大投资者， 我公司相关事项均以公开披露信息为准，请各位投资者提高信息辨别能力，不传播、不采信来 源不明或未经核实的虚假信息。此外，对于任何捏造、散布传播不实信息的行为，公司将保留 追究相关人员法律责任的权利。 来源丨寒武纪科技公众号 编辑丨江佩佩 见习编辑林芊蔚 SFC ...

据央广网报道，广东清远的李女士在周生生门店购买了一款足金福袋挂坠， 佩戴仅一天后便 出现刮花和白色痕迹。 李女士将挂坠送检后，发现其不同点位金含量数据差异较大，其中最 低一处仅显示64.37%，且饰品中含有铁、银、钯等其他金属元素。 她据此要求退货，但起初 遭到门店拒绝。 经媒体介入，周生生方面表示出于诚意愿为李女士办理退货，但同时强调所有产品均符合国家 标准，并提出可陪同前往权威机构检测。目前，当地市场监管部门已介入，建议双方通过第三 方专业鉴定进一步厘清情况。 对此，21快讯记者以消费者身份致电周生生，客服人员表示， 公司已关注到相关报道，并正 在跟进此事。该工作人员指出，李女士提供的检测结果"非权威机构出具"，不能作为判定依 据，公司足金产品含金量没有问题。 记者｜刘巷 见习记者林健民 编辑｜张楠 21快讯记者获悉，近日有消费者反映在周生生购买的足金饰品出现质量问题，且自行检测结果 显示含金量不足。 2月3日，周生生发布情况通报，表示高度重视顾客反映的相关事宜，正积极开展相关工作，相 关进展将及时同步。 前述工作人员解释称， 足金本身不会变色，但日常佩戴中接触化妆品、汗液等可能产生化学 反应导致表面泛白 ...

Core Viewpoint - The rise of AI has triggered a super cycle in the storage market, leading to significant performance increases for domestic storage manufacturers and accelerating their path to capitalization [1][9]. Group 1: IPO Activities - Several storage companies have submitted IPO applications or are undergoing listing guidance, covering various segments from core chip design to module manufacturing, and spanning consumer electronics, enterprise SSDs, and AI storage [4]. - Notable companies include: - Starry Sky Technology, aiming to be the "first AI storage stock" in Hong Kong, with revenues of 1.67 million, 1.72 million, and 1.95 million in 2023, 2024, and the first nine months of 2025, respectively [5]. - Chip World, which has a revenue of 6.63 million, 4.42 million, and 3.79 million for the same periods, and has faced significant fluctuations in profitability [6]. - Hongxin Yu Electronics, the largest among the three, with revenues of 87.81 million, 87.18 million, and 77.44 million for the same periods, and is expected to turn profitable in 2024 [7]. Group 2: Market Dynamics - The current IPO wave is driven by emerging demands in AI and automotive electronics, alongside a favorable capital market environment that supports related stocks [9]. - The successful IPO of Zhaoyi Innovation on January 13 saw its stock price rise by 106.79% by January 30, with a market capitalization of 245.3 billion Hong Kong dollars [10]. - Companies like Jiangbolong and Baiwei Storage are also expected to achieve significant revenue growth, with Jiangbolong projecting a net profit increase of 150.66% to 210.82% in 2025 [11]. Group 3: Industry Outlook - The storage industry is experiencing a super cycle, with a combination of cyclical patterns and AI-driven demand extending the cycle, leading to a favorable long-term profit outlook [11]. - The cautious expansion strategies of leading companies are reinforcing supply-demand imbalances, providing ongoing support for price increases and corporate profitability [11].

具体板块来看，商业航天概念走势强劲，海兰信、航天发展封涨停，此前巨力索具、通宇通讯、沃格光电、润贝航科等十余股涨停。 消息面上，据财联社，太空探索技术公司（SpaceX）在官网发布由马斯克署名的声明，确认与人工智能企业xAI公司合并。据报道，合并后公 司预计每股定价约527美元，估值将达到1.25万亿美元。 光伏概念持续走强，双良节能、奥特维涨停。化工板块拉升，红宝丽3天2板，万丰股份4连板。 黄金概念股继续下挫，四川黄金、招金黄金等多股跌停。（详见： 金银大反弹，白银基金跌停，A股黄金股重挫 ） 热门个股方面，国产AI芯片龙头寒武纪股价盘中出现大幅下挫引发关注。截至午间收盘，寒武纪报1082元/股，跌近13%，公司总市值同步回 落至4500亿元附近。 记者丨金珊 李益文 见习记者林健民 编辑丨江佩霞 2月3日，A股市场早盘冲高回落后，又再度震荡拉升。三大指数盘中翻绿，创业板指此前一度涨超2%， 截至午间收盘，三大指数集体翻红 。 沪深两市半日成交额1.6万亿，较上个交易日缩量400亿，全市场超4400只个股上涨。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 40 ...

记者丨肖夏 编辑丨高梦阳 2月3日，第三方平台"今日酒价"数据显示， 26、25年飞天茅台全线上涨， 2026年飞天茅台原箱报1625元/瓶，较前一日涨35元，2025年飞天茅 台原箱报1640元/瓶，较前一日涨20元。 2日晚i茅台披露上述数据后，市场普遍认为超出预期。 飞天茅台1月成交143万笔，消费者在3天元旦假期每次可申购1—12瓶、此后调整为每次可申购1-6瓶，按此推算，飞天茅台成交量大致在 670多吨至4400多吨之间（根据申购上下限粗略推算，非实际情况），仅仅一个月便可实现几十亿元至一百多亿元的收入。 这一数据远远超过往年同期。可作对比的是，i茅台2025年前三季度的总共收入是接近127亿元。 在前一日上涨后，2月3日上午开盘后贵州茅台股价再次上涨，开盘后一度涨超3%，位居白酒板块前列，随后涨幅收窄至2%左右。 茅台开展市场化改革满月，"先头兵"i茅台率先交卷。 2月2日晚间，i茅台官方披露了一组关键数据：刚过去的1月平台月活用户超过1531万，其中新注册用户628万人，超过145万人购买到了产品， 成交订单超过212万笔，其中飞天53%vol 500ml贵州茅台酒（即大众所说的飞天茅台）成交订 ...