提桶跑路的资金很多，包括我，哈哈哈，半仓过年吧！ 盘盘今天的几个热点，一个是长征十号甲海上溅落圆满成功！ 卖方点评， 海上溅落试验是完成网系回收最难、最关键的环节，需要多台并联发动机、箭体姿态等的精确控制。 此前朱雀3号及长征12甲均 验证过10km垂直起降回收，此次验证为技术难度更高、更接近实战的非垂直方案首次突破试验成功象征着箭体控制的重大突破，为低轨卫星 主力回收型号一CZ10B打下关键技术基础，无论对于海上网系回收，还是后续的陆地着陆腿回收都有重大意义。 同时，梦舟载人飞船系统最大动压逃逸飞行试验也取得成功，标志着我国载人月球探测工程研制工作取得重要阶段性突破。 A股复盘 | 又是没有段子的一天 / 2026.02.11 第二个热点是蚂蚁阿福送新用户16.8元红包，啊啊啊，真是太慷慨了！ 群友纷纷反映这几天"同花顺手游太无聊"，量能都缩减到两万亿了，只能去各个平台抢红包！ 今年这春节红包活动太丰富了，元宝、千问、豆包、文心、蚂蚁阿福、UC浏览器，每个都要打卡签到、分享、做活动、下载注册。 一分一毫都要补仓！！ 第三个就是血包再次上线！不展开说了，怕被删 讲讲盘面，今天玻纤涨得很好啊。应该是台耀科技停产 ...

A股复盘 | 又是没有段子的一天 / 2026.02.10 不知道AI应用会不会像航天一样，成为一波主线？ 近两年科技股龙头涨幅对比 人形机器人→长盛轴承→最大涨幅（首板启动后）#+436% 商业航天→航天发展→最大涨幅（首板启动后）#+382% AI算力→鸿博股份→最大涨幅（首板启动后）#+522% AI应用→浙文互联→至今涨幅（首板启动后）#+89% （不构成任何投资建议哈） | | | | 2026年2月10日主力资金尾盘抢筹个股一览 | | | | --- | --- | --- | --- | --- | --- | | 股票代码 | 股票简称 | 当日涨跌幅(%) | 市值(元) | 所属行业 | 净流入资金(元) | | 002506 | 协鑫集成 | 4.37 | 307.73亿 | 电力设备 | 3.89 Z | | 002739 | 万达电影 | 66.6 | 292.90 Z | 传媒 | 3.79亿 | | 002181 | 粤传媒 | 9.98 | 153.61 Z | 传媒 | 2.9067 | | 002050 | 三化智控 | 3.33 | 2242.87亿 | 家用电器 | ...

Core Viewpoint - The article highlights the optimistic sentiment in the market, particularly in the U.S. stock market, with indicators suggesting a peak in positions and liquidity, while also identifying key investment opportunities in international stocks, Chinese consumer sectors, and emerging market resource producers [1][3]. Group 1: Market Sentiment and Indicators - The Bull & Bear Indicator from Bank of America has reached 9.6, the highest level since March 2006, indicating a peak in positions, liquidity, and inequality [1]. - The recent market rebound has led to a surge in optimism, with investors positioning themselves ahead of the holiday season [1]. Group 2: Investment Opportunities - The best investment directions towards 2026 include international stocks, the Chinese consumer sector, and emerging market resource and commodity producers [3]. - The AI computing demand is still in its early growth phase, with Nvidia's CEO stating that high investments will continue for the next 5-10 years, alleviating concerns about "overcapacity" in computing power [3]. Group 3: Sector Performance and Trends - The optical communication sector has seen significant gains, driven by Nvidia's rebound and the growing demand for AI computing [3][10]. - The A-share market has shown strong performance, with major indices rising and significant trading volumes, particularly in the optical communication and AI application sectors [10]. Group 4: Industry Developments - Nvidia's CPO (Coherent Photonic Optics) is expected to begin mass production in Q4 2026, with major clients likely to include Microsoft and Oracle [7]. - The AI application sector is gaining traction, with companies like Rongxin Culture and Haikan Co. seeing stock price surges due to advancements in AI models [10][12]. Group 5: Chemical and Real Estate Insights - The chemical sector is experiencing price increases, with companies like Xinhecheng raising export prices for vitamin E [19]. - The real estate market shows a year-on-year increase in second-hand housing transactions, indicating a potential recovery in the sector [21].

Core Insights - The article discusses the launch of the mysterious model "Pony Alpha" by OpenRouter, which has gained significant attention due to its strong coding capabilities and optimized agent workflows, leading to a surge in search interest and developer engagement [1] - The model is positioned as a cutting-edge foundational model excelling in coding, agent workflows, reasoning, and role-playing, and is capable of completing complex project developments in a matter of hours [1] Group 1 - "Pony Alpha" has been speculated to be an advanced version of popular open-source models from global labs, potentially linked to Chinese companies like Zhiyu or DeepSeek [1] - Community tests showed that "Pony Alpha," when paired with Claude Code, generated 170KB of high-quality JavaScript code in just 2 hours for a MineCraft project, exceeding expectations [1] - The model's performance in detail tasks, such as SVG generation, was rated at a level comparable to "Claude Opus 4.5" [1] Group 2 - Following the announcement of "Pony Alpha," Zhiyu's stock price experienced a significant increase, rising over 40% during intraday trading and closing up 36% at 276.8 HKD [2]

摘要 / 持股过节 今天没有段子，哈哈哈，但是马厂长又带来不少消息，且听我一一说来！ 先说整体，下周A股应该稳了，至少不会再大跌了，首先海外反弹了，周五美股 强力上涨，标普500涨1.97%，纳斯达克涨2.18%；道指涨2.47%，直接突破5 万点关口！英伟达大涨7%，芯片股指飙升5.7%，中概股指数大涨3.71%。 从资金面来看，数据显示， 这周股票型ETF场内净申购金额本周447.08亿元， 结束此前连续3周的净赎回。 这说明GJD终于不砸了，甚至在周五权重ETF拉升 时出现了密集的放量。 再说历史规律，春节前后A股上涨概率均超七成，宽基指数上涨概率均较高。风 格来看，春节前后成长价值风格表现均衡，而大小盘风格则表现迥异，春节前大 盘风格上涨概率高于小盘风格，春节后则表现为小盘风格明显占优。 广发证券指出，牛市趋势中，每次万得全A指数跌破20均线后一周左右，往往是 加仓良机。 | 蛇次 | | | T+5胜率 T+5平均涨幅 T+20胜率 T+20平均涨幅 T+60胜率 | | | T+60平均涨 | | T+180胜率 T+180平均涨幅 | 破位后平均 破位 | | | --- | --- | --- ...

A股复盘 | 空仓吧 / 2026.02.05 千万不要小看自己！砸的全是你买的！ 更可怕的是，A股收盘了，港股开始拉了， 金银跌幅也收窄了！ 还是那句话，摆脱了原生家庭的拖累！ | 今年 | 26627.95 | 最高 | 26919.39 | 成交量 | | | --- | --- | --- | --- | --- | --- | | 昨收 | 26847.32 | 最低 | 26410.77 | 成交额 3151.12亿 | | | 振幅 | 1.89% | 涨跌额 Ball of the many of the many of the comments of the comments of the may be the | +37.92 | 涨跌幅 | +0.14% | 群友还想了个"套利"方法 3点收盘 港股狂拉 明天9.15大A看盘散户抢 港股开始砸 一来一回散户一面内 z 2-5 15:04:50 主力港股A股两边收割 你为人类社会做过什么贡献? 原创 梁狗蛋 梁狗蛋 2026年2月5日 14:59 上海 6 8人 ☆ 星标 包括但不限于： 多选 我通过买入贵金属,阻止了即将发生的美伊冲突 我 ...

中国亿万富翁边锡明近期通过中财期货建立大规模白银空头头寸并成功获利。 数据显示，1月下旬起，他的空单持续增加，至1月30日白银创历史新高时已对应约450吨白银、3万张合约。 随后白银价格在短期内下跌超16%，为其带来约20亿元人民币的账面收益，净收益约10亿元，且随着银价继续回落，收益可能进一步扩大。 尽管白银波动期间曾出现止损，但边锡明此次选择了长期合约并坚持持仓，显示出较强的方向性判断。 市场分析认为，其操作反映出当前贵金属市场的内部分化：黄金仍受基本面支撑，而白银上涨更多依赖投机和工业预期，相对脆弱。 目前边锡明常居直布罗陀，通过远程方式管理交易，其持仓动向仍备受市场关注。他本人经常撰写投资反思文章，其中提到"投资的本质，是一 场关于生存的游戏"。 边锡明早年从事实业，2003年进入期货行业。近年来他因在上海期金市场多次成功押注而闻名，累计获利近30亿美元。 除黄金、白银外，其团队还持有大规模铜期货多头头寸，显示出对金属期货的战略聚焦。 ...

1. 地方"两会"信号总结 2025年经济增长： 55%的省份完成了增长目标，加权平均增速为5.1%，略低于目标5.3%。沿海大省广东、海南仍未达目标，可能受 房地产影响较大。 2026年增长目标： 多数省份（19个）下调目标，仅1个上调。加权平均目标预计温和下调至5.1%（2025年为5.3%）。北京、上海目标 维持"5%左右"，广东则下调至"4.5%-5.0%"。 通胀目标： 各省CPI目标普遍维持"2%左右"不变。 增长目标： 预计从"5%左右"下调至"4.5%-5.0%"，与实际增长预测（4.8%）相符，并为应对不确定性留出灵活性。 通胀目标： 预计维持"2%左右"，实际CPI年均值预计从0%（2025年）升至0.6%（2026年）。 财政预算： 预计官方赤字率保持4%，地方政府专项债额度微增至4.6万亿元。广义财政赤字率可能扩大至12.0%，保持对增长的支 持。 就业目标： 预计维持"新增就业1200万人以上"与"调查失业率5.5%左右"，与高校毕业生数量基本匹配。 "十五五"规划重点： 科技、安全与民生将成为核心，以推动"高质量发展"与"高水平安全"。中期增长（2026-2030年）预计平均 4. ...

A股复盘 | 马厂长 / 2026.02.04 先来看段子图哈，哈哈哈 先说说马厂长吧，今天先是一个自媒体号发了消息，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节， 其中重 点考察了有异质结、钙钛矿技术路线的光伏企业。 财联社这些官媒立马跟上了，疯狂报道，先是21财经找到了 晶科能源， 接线工作人员公开回应称，公司近期确实与马斯克团队相关考察团有过接触， 考察 团对公司的技术储备、生产设备等进行了了解，但合作意向及具体考察细节不便透露。该工作人员同时透露："国内主流光伏企业也均有考察"。 界面新闻又报了几个公司，马斯克团队对包括TCL中环、晶科能源、晶盛机电等中国光伏企业进行了调研。其中前两个涨停了！ 再说说新易盛大跌，我捋了半天才捋好为啥跌！ 全球光通信龙头Lumentum举行业绩电话会议，CEO Michael Hurlston表示，在CPO领域，公司新获得一笔数亿美元的增量订单，将在2027年上半年交付。他 认为，"公司仅仅处于两个巨大机遇的起跑线上：光电路交换机（OCS）和共封装光学（CPO）。"此番发言引发市场对"CPO技术大规模替代传统光模块"的 强烈担忧。 而 ...

Group 1 - The article discusses potential tax adjustments targeting the financial and internet service sectors, with concerns that the tax rate for internet value-added services may rise from 6% to align more closely with the 32% rate of the liquor industry due to high profit margins [1][2] - There are rumors that high-tech enterprises may no longer qualify for the 15% preferential tax rate, shifting to a standard 25% corporate income tax rate, which could significantly impact major internet companies like Tencent and Alibaba [1][2] - The recent VAT law changes have raised investor concerns about possible tax increases across various sectors, including internet services and finance [2] Group 2 - Citigroup believes the likelihood of widespread tax increases in the short term is low, but the era of significant tax reductions may be over, as fiscal pressures mount due to factors like declining land transfer revenues and increased social security expenditures [6] - The article notes that the current economic environment shows weak domestic demand, which may limit the government's ability to implement broad tax hikes [6] Group 3 - The A-share market experienced a rebound, with the Shanghai Composite Index rising by 1.29%, and trading volume decreased by 411.38 billion yuan compared to the previous day [12] - The aerospace sector saw significant activity, with several stocks hitting the daily limit, driven by upcoming space missions and increased interest in space-related technologies [12][13] - The article highlights the performance of various sectors, noting that the power equipment, defense, and machinery sectors saw the largest net inflows of capital, while non-ferrous metals and banking sectors faced outflows [30][38] Group 4 - The article mentions that the central government's recent policy document emphasizes agricultural modernization and the integration of AI and technology in agriculture, which could create investment opportunities in related sectors [19] - In the semiconductor industry, major Chinese manufacturers are planning significant expansions to close the gap with market leaders amid a global chip shortage [20] Group 5 - The CDN industry is expected to experience growth as cloud service providers have begun raising prices, breaking a long-standing trend of price declines [21] - The robotics sector is seeing increased investment, with significant funding rounds reported for companies focused on humanoid robots and AI applications [22]