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利好来了!刚刚,工信部重磅发布!
券商中国· 2026-02-06 11:49
Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has announced the construction of a national computing power interconnection node system, which is expected to enhance the efficiency and service level of public computing resources and promote high-quality development in the computing power industry [2][3]. Group 1: National Computing Power Interconnection Node System - The MIIT's notification outlines a "1+M+N" system for national computing power interconnection nodes, aiming to standardize and facilitate the efficient flow of computing resources across different regions and sectors [2][3]. - The construction goals include establishing a supply-demand matching system for computing power in regions and key industries, enhancing overall computing power levels [2][3]. - Regional nodes will provide a unified service platform for interconnection, including services such as resource aggregation, selection, and monitoring [2][3]. Group 2: Industry Trends and Demand - The domestic computing power demand is expected to accelerate, driven by rapid iterations of domestic AI models and the evolving interaction methods that are shaping the demand for inference-side computing power [4][5]. - Major AI models from companies like Alibaba and Baidu are being released, which will further drive the commercialization of these models and increase the demand for computing power [5][6]. - The infrastructure for AI computing power is undergoing systematic upgrades to support the explosive demand for training and inference, transitioning from vertical scaling to distributed cluster expansion and cross-domain collaboration [6][7]. Group 3: Hardware Innovations - Key hardware components such as optical modules and switches are innovating around high speed, low power consumption, and low cost, with a focus on co-packaged optics (CPO) and linear drive pluggable optics (LPO) [7]. - Domestic optical module manufacturers are gaining a leading position in the global market, which positions them to benefit significantly from the expansion of AI computing infrastructure [7].
巴基斯坦首都爆炸事件已致31死
券商中国· 2026-02-06 11:49
巴基斯坦首都爆炸已致31死 责编:刘珺宇 校对: 吕久彪 百万用户都在看 A股突发!多只大牛股,紧急提示风险! 集体杀跌!三大变数,突袭股市! 利好来了!多只A股,突发公告! 直线拉升!光刻机巨头,传来重磅利好!AI,再度引爆! 截至目前,巴基斯坦首都伊斯兰堡爆炸造成的死亡人数已增至31人,爆炸发生后被送往医院救治的伤者人数已 达169人。 此前报道 巴基斯坦首都突发爆炸,初判为自杀式恐袭 据巴基斯坦媒体报道,当地时间2月6日下午,巴基斯坦首都伊斯兰堡市塔尔莱地区的赫地加杜鲁·库巴拉清真 寺发生爆炸事件。目前,警察和救援队伍已抵达现场。 伊斯兰堡警察局声明称,初步判断爆炸事件为自杀式恐袭。目前死伤人数不详。 根据伊斯兰堡警察局最新通知,伊斯兰堡全市已进入紧急状态。 来源:人民日报 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , ...
网信部门对快手平台依法作出处罚
券商中国· 2026-02-06 09:33
北京市互联网信息办公室将持续加大网络执法力度,依法严厉打击各类违法行为,督促网站平台严格落实 主体责任,切实保障网络安全,保护人民群众合法权益,维护网络空间天朗气清。 据"网信北京"微信公众号2月6日消息,针对近期快手平台出现大量色情低俗内容直播问题,在国家互联 网信息办公室指导下,北京市互联网信息办公室依法对北京快手科技有限公司涉嫌违法行为进行立案调 查。经查实,快手平台未履行网络安全保护义务,未及时处置系统漏洞等安全风险,未对用户发布的违法 信息立即采取停止传输、消除等处置措施,情节严重,影响恶劣。 2月6日,北京市互联网信息办公室依据《中华人民共和国网络安全法》《中华人民共和国行政处罚法》 等法律法规,对北京快手科技有限公司处警告、1.191亿元人民币罚款处罚,同时责令其限期改正、依法 依约处置账号、从严处理责任人。 百万用户都在看 A股突发!多只大牛股,紧急提示风险! 集体杀跌!三大变数,突袭股市! 利好来了!多只A股,突发公告! 直线拉升!光刻机巨头,传来重磅利好!AI,再度引爆! 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 来源:北京市网信办 责编:刘珺宇 ...
突发公告!国投瑞银基金最新披露
券商中国· 2026-02-06 09:33
未 经 授 权 禁 止 转 载 , 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 F 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 责编:刘珺宇 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 国投白银LOF近期进行估值调整和相关公告引发投资者高度关注,今日国投瑞银基金公告称,践行以投资 者为本。公司将秉持依法公开原则,积极回应投资者诉求,努力降低相关估值调整对投资者的影响,保护 投资者合法权益。公司已成立工作小组,正在抓紧研究制定相关工作方案,支持投资者便捷地通过和解、 调解、仲裁等渠道或方式依法解决诉求,具体情况将另行公告。此外,公司将积极支持和解、调解、仲裁 的有效执行,也有能力保障投资者的合法权益,并将在基金运作、估值等环节坚持公允定价,公平保护全 体投 ...
江苏省委常委储永宏,有新职
券商中国· 2026-02-06 09:33
据"江苏人大发布"微信公众号消息,江苏省第十四届人民代表大会第五次会议,于2026年2月6日补选储 永宏、王学锋为江苏省第十四届人民代表大会常务委员会副主任。 百万用户都在看 A股突发!多只大牛股,紧急提示风险! 集体杀跌!三大变数,突袭股市! 利好来了!多只A股,突发公告! 直线拉升!光刻机巨头,传来重磅利好!AI,再度引爆! 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 , 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 公开报道显示,储永宏出生于1966年1月,曾任江苏省财政厅厅长,2021年任副省长,2022年任省委常 委、省委秘书长。直至此番履新。 王学锋出生于1971年1月 ...
可转债基金,业绩亮眼!热门个券成收益关键
券商中国· 2026-02-06 09:33
Core Viewpoint - Convertible bond funds are breaking the stereotype of low returns associated with bond funds, showcasing strong performance in a challenging market environment for bond funds [1][2]. Group 1: Performance of Convertible Bond Funds - The China Convertible Bond Index has seen a growth of approximately 23% over the past year, aligning closely with the performance of the Shanghai Composite Index [1][4]. - In 2025, notable convertible bond funds such as Southern Changyuan Convertible Bond, Minsheng Jiayin Enhanced Income, and Bosera Convertible Bond Enhanced achieved returns of 48.77%, 35.89%, and 35.24% respectively [2]. - As of January 30, 2026, Southern Changyuan Convertible Bond led with a cumulative return of 63.74%, followed by Huaxia Convertible Bond at 49.21% and Bosera Convertible Bond Enhanced at 45.03% [2]. Group 2: Investment Strategies and Holdings - The success of convertible bond funds is attributed to their focus on high-performing sectors such as technology, military, and non-ferrous metals, with specific bonds showing significant returns [4][5]. - For instance, the Ruichuang Convertible Bond and Dazhong Convertible Bond, held by Southern Changyuan Convertible Bond, saw cumulative increases of 1.82 times and 2.13 times respectively from January 1, 2025, to January 30, 2026 [4]. - Huaxia Convertible Bond's performance was bolstered by the Weice Convertible Bond, which more than doubled in value over the past six months [4]. Group 3: Market Outlook and Manager Insights - Fund managers express optimism regarding the continuation of the convertible bond market's upward trend, citing a tight supply-demand balance and a favorable low-interest-rate environment [7][8]. - The market is expected to maintain high valuations for convertible bonds, with managers focusing on sectors like technology, new energy, military, and chemicals for investment opportunities [7][8]. - The overall sentiment is that the convertible bond market will benefit from the stock market's movements, with expectations of further price increases [8].
中方已要求国企暂停与巴拿马洽谈新项目?外交部回应
券商中国· 2026-02-06 09:08
Group 1 - The Chinese government has expressed a strong stance against the Panama Supreme Court's ruling that invalidated the contract for the Hong Kong-based company, which operates ports at both ends of the Panama Canal, claiming it disregards facts and is a breach of trust [2][3] - The Chinese Ministry of Foreign Affairs has reiterated its commitment to protecting the legitimate rights and interests of Chinese enterprises in response to the ruling [2] - The Hong Kong company, known as 长和 (CK Hutchison Holdings), announced its intention to initiate international arbitration against the Panama government regarding the Supreme Court's decision and has reserved the right to pursue further legal actions [3] Group 2 - The Chinese government has previously clarified its position on the port issues in Panama, emphasizing the importance of adhering to legal frameworks and agreements [2] - The Chinese State Council's Hong Kong and Macao Affairs Office has stated that Panama will face "heavy consequences" for its actions regarding the port agreements [1] - The Hong Kong company has indicated that it will actively pursue arbitration based on applicable agreements and international arbitration rules, reflecting its strong opposition to the ruling [3]
南方电网报案
券商中国· 2026-02-06 09:08
Core Viewpoint - The company issued a statement regarding the unauthorized use of its name by "Gansu Zhongyan Xinke Energy Co., Ltd." and its subsidiaries, emphasizing that these entities have no affiliation with the company and are engaging in illegal activities [2][3]. Group 1: Company Response - The company has reported the unauthorized activities to market supervision authorities and has filed a police report to protect its reputation and prevent public losses [2]. - The company demands that the impersonating entities cease all illegal actions and reserves the right to pursue legal action against them [3]. Group 2: Public Advisory - The company urges the public to remain vigilant and not to trust information from unofficial channels to avoid being deceived [4]. - In case of any losses incurred due to these fraudulent activities, the public is advised to report to the police immediately [4]. Group 3: Company Background - China Southern Power Grid Co., Ltd. was established on December 29, 2002, and is a key state-owned enterprise responsible for the investment, construction, and management of the power grid in southern China, serving Guangdong, Guangxi, Yunnan, Guizhou, Hainan, and the Hong Kong-Macau region [7].
盘后,突发重磅!预制菜国标,征求意见!
券商中国· 2026-02-06 09:08
预制菜将迎首个国标! 2月6日,国家卫生健康委就预制菜食品安全国家标准公开征求意见,重点从食品安全和营养健康方面对预制菜 作出规定,明确预制菜的定义及其原料、食品添加剂使用、生产过程、营养品质、包装、标签标识、经营过程 和产品指标要求。 标准征求意见的主要内容包括: 一是合理界定预制菜的定义与管理范畴。 根据食品安全风险分析理念,结合六部门《通知》有关预制菜 政策的解读说明,标准对预制菜的概念作出进一步细化明确,规定了预制菜不包括:主食类食品、净菜 类食品、即食食品和中央厨房制作的菜肴,上述食品均有其他相应的食品安全国家标准予以管理。 二是突出强化了对食品污染物和添加剂的管理。 标准对预制菜产品中铅、铬、苯并芘及致病微生物等重 点风险因素提出管控要求。同时,强化了食品添加剂使用管理,规定了食品添加剂的使用原则,要求除 不得使用防腐剂外,还要尽可能减少食品添加剂的使用,严控可使用的食品添加剂品种,做到非必要不 添加。 三是强调了营养品质保持。 标准要求熟制过程应避免过度烹饪,要采用先进技术或设备以最大程度保留 原料的营养成分,减少营养成分损失,鼓励在加工过程中控制烹调油、食盐、食糖的添加量。同时,要 同日,市场 ...
上金所最新发布!
券商中国· 2026-02-06 09:08
Group 1 - The Shanghai Gold Exchange announced an adjustment in margin ratios for various gold and silver contracts, increasing the margin for Au (T+D), mAu (T+D), Au (T+N1), Au (T+N2), NYAuTN06, and NYAuTN12 from 17% to 18% [1] - The margin for Ag (T+D) contracts has been raised from 23% to 24%, with the price fluctuation limit for the next trading day adjusted from 22% to 23% [1] - In the event of a one-sided market on February 9, the margin and price limit adjustments will follow the higher standards as per the Shanghai Gold Exchange's risk management regulations [1]