国家外汇管理局（下称"外汇局"）2月7日发布的最新统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末上升412亿美元，升 幅为1.23%，续创十年以来新高。 自2025年7月起，我国外汇储备规模环比持续上升，并数次刷新2015年12月以来的规模新高。目前，我国外储规模已连续六个月处于3.3万亿美元之上。 当天更新的官方储备资产数据还显示，2026年1月末，中国官方黄金储备为7419万盎司，较2025年12月末增加4万盎司。目前，中国央行已连续15个月增持黄金。 | 索 引 号: 000014453-2026-00089 | 分 类： 新闻报道 外汇储备经营管理 各类社会公众 | | --- | --- | | 来 源： 国家外汇管理局 | 发布日期： 2026-02-07 | | 名 称： 国家外汇管理局公布2026年1月末外汇储备规模数据 | | 1月外储规模环比上升 过去一年，美元指数、10年期美国国债收益率总体下行；我国经济运行平稳向好，为外汇储备规模保持基本稳定提供支撑。对于2026年外汇储备规模变动，英大证 券首席经济学家郑后成在研报中表示，我国外汇储备大概 ...

Core Viewpoint - Recent shifts in public fund allocations indicate a significant change in risk appetite, moving from high-growth technology stocks to defensive sectors such as undervalued dividend stocks and consumer services [1][2][7]. Group 1: Market Trends - Public funds are increasingly favoring defensive sectors as the market experiences volatility, particularly in high-growth areas like AI applications and semiconductors, which have seen significant declines [2][8]. - The Hang Seng Technology Index fell by 1.84% on February 4, with notable declines in popular AI stocks, prompting fund managers to adjust their risk preferences [2]. - Defensive sectors, including aviation and consumer services, have shown resilience, with the Hong Kong aviation sector rising by 5.01% on the same day [2]. Group 2: Fund Performance - The performance rankings of funds have shifted, with funds heavily invested in defensive assets, such as the Guotai Junan Stable Value Fund, seeing net value increases exceeding 8% in a week, driven by their focus on liquor stocks [3]. - Funds are actively rebalancing their portfolios, with a notable shift towards low-valuation and consumer stocks, as managers seek to mitigate risks associated with high-flying tech stocks [4][7]. Group 3: Investment Strategies - Fund managers are increasingly selling off high-flying tech stocks to invest in undervalued consumer stocks, with a focus on companies expanding their physical retail presence [4]. - The H&H International Holdings, a leading health product company, has attracted attention due to its strategic shift into new consumer markets, leading to increased institutional interest [5]. - Real estate service companies, such as Mingyuan Cloud and Country Garden Services, are also gaining traction among fund managers, indicating a growing recognition of their value at current price levels [6]. Group 4: Future Outlook - Fund managers anticipate a continued shift towards defensive sectors, driven by concerns over high valuations in technology and a desire for stable returns amid market fluctuations [7]. - The consumption sector is expected to benefit from government support aimed at boosting consumer spending, with a focus on structural growth opportunities across different income groups [8].

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美国对伊朗"极限施压"。 当地时间2月6日，美国国务院宣布，将对与伊朗原油、石油产品或石化产品交易相关 的15家实体以及2名个人 实施制裁。同日，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。 另据最新消息，伊朗武装部队从6日晚间起进入数日乃至数月以来最高级别的戒备状态。当地时间6日，伊朗陆 军司令阿里·贾汉沙希表示，伊朗武装部队将坚决捍卫国家主权和领土完整。特朗普此前威胁称，如果无法达 成协议，"可能会发生不好的事情"。 市场方面，2月6日，国际贵金属全线大涨，现货黄金涨3.98%，报4966.61美元/盎司；现货白银大涨9.7%，报 77.78美元/盎司。国际油价亦集体上涨，WTI原油期货价格收涨0.41%，报63.55美元/桶；布伦特原油期货价格 收涨0.74%，报68.05美元/桶。 同一天，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%。 回顾此前，当地时间1月 ...

Group 1 - The Chinese Embassy in Pakistan confirmed that as of the evening of the 6th, there were no reports of Chinese citizens being injured or killed in the explosion incident in Islamabad [1] - The explosion occurred at a Shia mosque in the Shehzad Town area of Islamabad, resulting in at least 31 deaths and approximately 170 injuries, with the death toll expected to rise due to the critical condition of several injured individuals [1][2] Group 2 - UN Secretary-General António Guterres strongly condemned the attack on worshippers at the mosque in Islamabad, stating that attacks on civilians and places of worship are unacceptable and that perpetrators must be brought to justice [2] - Guterres expressed condolences to the victims' families and wished for the speedy recovery of the injured, reaffirming the UN's support for Pakistan's efforts to combat terrorism and violent extremism [2]

Core Viewpoint - UBS Group significantly reduced its holdings in major tech stocks during the fourth quarter of 2025, with only a slight increase in Meta among the "Magnificent 7" tech giants [1][2]. Group 1: Holdings and Changes - UBS disclosed a reduction in its holdings of key tech stocks including Nvidia, Microsoft, Google, Apple, Amazon, Micron Technology, and Tesla [1][2]. - The total market value of UBS's securities as of the end of 2025 was $616.683 billion, reflecting a 5.65% decrease from the previous quarter [1]. - The top five holdings were Nvidia ($14.452 billion), Microsoft ($13.563 billion), Apple ($12.111 billion), Broadcom ($8.228 billion), and Amazon ($7.988 billion), together accounting for 14.52% of the investment portfolio [2]. Group 2: Specific Stock Reductions - In Q4 2025, UBS reduced its stake in Nvidia by 10.47% (10.04 million shares), in Apple by 10.57% (5.27 million shares), in Microsoft by 7.64% (2.32 million shares), in Google by 9.05% (2.21 million shares), in Amazon by 4.57% (1.66 million shares), and in Tesla by 15.09% (0.71 million shares) [2][3]. - UBS also reduced its holdings in Micron Technology by 1.62 million shares, bringing its total to 8.39 million shares, and in Oracle by 0.22 million shares, reducing its holdings to 11.31 million shares [3]. Group 3: Financial Performance - UBS reported a total revenue of $12.1 billion for Q4 2025, exceeding analyst expectations and up from $11.6 billion year-on-year [4]. - The net profit attributable to shareholders grew by 56% year-on-year to $1.2 billion, surpassing the analyst estimate of $919 million [4]. - Wealth management business saw a net inflow of $8.5 billion, significantly lower than the previous quarter's $37.5 billion and below market expectations of $27.4 billion [5]. Group 4: Market Reactions and Future Outlook - Following the earnings report, UBS's stock price fell by 5.92% and 2.41% on consecutive days [5]. - UBS's CEO indicated that the wealth management sector in the Americas is expected to see positive net new assets in 2026, despite anticipated challenges in the first half of the year [5]. - UBS's investment banking division contributed significantly to the overall profit, with a 34% increase in operating profit driven by market volatility [6].

2月6日，金融监管总局、中央网信办、公安部、人民银行、证监会联合发布风险提示，提醒广大群众警惕 不法"代理维权"侵害，依法理性维权。金融消费者、投资者如发现"代理维权"组织或个人涉嫌利用自媒体 平台从事违法犯罪活动的，应及时向金融监管部门和公安机关投诉、控告、举报。 不法"代理维权"短视频、直播如何识别？ 近期，社会上一些组织和个人通过短视频及直播等自媒体平台违规制作、散布涉及"全额退保""债务清零""债 务优化""债务协商""债务置换""征信洗白""投顾退费"等不实短视频，甚至以直播形式传授"技巧"，诱导金融消 费者、投资者委托其"代理维权"，从而收取高额咨询费、服务费，以"依法维权"之名行"非法牟利"之实。 金融监管总局等部门在风险提示中指出，此类不法"代理维权"短视频、直播传播不实信息，扰乱金融市场秩 序，侵害金融消费者、投资者合法权益。 具体来看，五部门在风险提示中首先明确了不法"代理维权"短视频、直播乱象主要特征，包括谎称"监管部门 出新政"、 谎称"金融机构有活动"、 宣称"专业律师专业维权"等。 同时，还有宣称"股市下跌投顾骗钱"的短视频、直播，通过"血本无归""A股股灾"等唱空股市的话术以及投 ...

2月6日晚间，容百科技公告称，因重大合同公告涉嫌误导性陈述，公司于当日收到宁波证监局《行政处罚 事先告知书》，公司拟被警告并罚款450万元，公司董事长白厚善、董秘俞济芸分别拟被警告并罚款300万 元、200万元，目前生产经营正常。 此前在1月13日，容百科技公告与宁德时代签订超1200亿元的采购合作协议，被视为磷酸铁锂行业有史以来最 大的订单，引发市场热议。 值得一提的是，同日，亚辉龙与天晟新材也分别因涉嫌信息披露违法违规被证监会立案。 容百科技拟被罚款450万元 2月6日晚间，容百科技公告，公司此前于2026年1月18日收到中国证监会下发的《立案告知书》，因公司重大 合同公告涉嫌误导性陈述等，根据《中华人民共和国证券法》《中华人民共和国行政处罚法》等法律法规，中 国证监会决定对公司立案。公司于2026年2月6日收到宁波证监局下发的《行政处罚事先告知书》。 经查明，2026年1月9日，容百科技与宁德时代签订《磷酸铁锂正极材料采购合作协议》（以下简称《合作协 议》），容百科技于2026年1月13日晚发布《关于与宁德时代签署日常经营重大合同的公告》，披露了"自2026 年第一季度开始至2031年，容百科技合计为宁 ...

监管部门对现实世界资产（RWA）代币化监管采取"境内严禁、境外严管"的原则。 2月6日，央行、证监会等部门发布的《关于进一步防范和处置虚拟货币等相关风险的通知》（以下简称《通 知》），禁止在境内开展RWA 代币化活动，各类交易场所不得在境内参与RWA代币发行和交易活动，也不得 直接或间接为客户在境内开展RWA代币业务提供相关服务，包括互联网企业不得为RWA 代币化业务提供网络 经营场所、商业展示、营销宣传、付费导流等服务；境内主体直接或间接赴境外开展外债形式的RWA代币化 业务，或者以境内资产所有权、收益权等（以下统称境内权益）为基础在境外开展类资产证券化、具有股权性 质的RWA代币化业务，应按照"相同业务、相同风险、相同规则"原则，由国家发展改革委、证监会、国家外 汇局等相关部门按照职责分工，依法依规进行严格监管。未经相关部门同意、备案等，任何单位和个人不得开 展上述业务。 在境外严管方面，《通知》对为RWA代币化业务提供金融、中介、技术等服务提出了相应要求，境内金融机 构的境外子公司及分支机构在境外提供RWA代币化相关服务要依法稳慎，做好风险管理。为以境内权益为基 础直接或间接赴境外开展的RWA 代币化业 ...

Core Viewpoint - The article discusses the "Accelerating the Cultivation of New Growth Points in Service Consumption Work Plan" aimed at enhancing service consumption in China, which is becoming a crucial driver for high-quality economic development [2][3]. Group 1: Policy Framework - The "1+N" policy system will be established to support the cultivation of new growth points in service consumption, focusing on specific sectors such as housekeeping, automotive aftermarket, and inbound consumption [3]. - The plan includes over 60 specific measures to improve service quality and meet consumer demands in areas like cultural entertainment, tourism, and sports events [3]. Group 2: Service Consumption Growth - From 2020 to 2025, China's per capita service consumption expenditure is expected to grow at an annual rate of 8.5%, with the share of service consumption in total consumption rising by 3.5 percentage points to 46.1% by 2025 [2]. - The plan aims to optimize and expand service supply, enhancing the quality of service consumption to benefit the public [2]. Group 3: Inbound Consumption and Travel Services - Measures will be introduced to promote travel service exports and expand inbound consumption, with projections indicating that by 2025, 82.04 million foreign visitors will enter China, a 26.4% increase year-on-year [4]. - The number of tax refund stores is expected to reach nearly 13,000 by the end of 2025, with sales of tax refund goods projected to grow by 95.9% in the same year [4]. Group 4: Transportation and Sports Consumption - The night cruise economy and yacht consumption are identified as new growth points in the transportation sector, with measures being developed to enhance their contribution to tourism consumption [6]. - In 2025, monitored sports events are expected to generate a total consumption of 43.128 billion yuan, averaging 22.151 million yuan per event [6][7].