近期国际市场油价波动上升，根据2月3日的前10个工作日平均价格与上次调价前10个工作日平均价格对比情 况，按照现行成品油价格机制，自2月3日24时起，国内汽、柴油价格（标准品，下同）每吨分别上涨205元和 195元。调整后，各省（区、市）和中心城市汽、柴油最高零售价格见附表。 中石油、中石化、中海油三大公司及其他原油加工企业要组织好成品油生产和调运，确保市场稳定供应，严格 执行国家价格政策。各地相关部门要加大市场监督检查力度，严厉查处不执行国家价格政策的行为，维护正常 市场秩序。消费者可通过12315平台举报价格违法行为。 来源： 国家发展改革委网站 责编：汪云鹏 校对： 彭其华 附：各省区市和中心城市汽、柴油最高零售价格 税率调整！A股三大巨头，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 ...

2月3日，寒武纪低开低走，受"小作文"影响盘中一度跌超14%，并以9.18%的跌幅报收1128元/股，较去年8月 份创下的高位回撤逼近三成。且据近期披露的公募基金2025年四季报，在高位震荡之际，基金经理对该股的持 仓亦有分歧，有基金依旧坚定选择加仓，也有基金将其调出前十大重仓股名单。 有基金经理分析称，在前期涨幅巨大、估值高企的背景下，任何不利传闻都可能成为"压垮骆驼的一根稻草"。 如果所持股票受"小作文"冲击，但核实为不实谣言，且公司基本面、长期成长逻辑未变，短期股价大跌反而可 能是布局机会，会结合估值水平适度加仓或坚定持有。 "寒王"遭遇"小作文"空袭！ 寒武纪重挫 近日有市场传闻称，寒武纪小范围交流给出2026年营收200亿元的估计，远低于市场300亿—500亿元预期。 受"小作文"影响，寒武纪-U今天上午突然跳水，盘中跌幅一度超过14%，成交量明显放大。 2月3日中午，寒武纪官微发文称："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。" 下午开盘，随着大盘逐渐升温， ...

双方一致认为，当前全球战略稳定面临严峻挑战。中俄作为联合国安理会常任理事国，将继续加强战略协作， 坚定支持多边主义，积极维护国际军控条约和机制的权威性和有效性，为维护全球战略稳定、促进世界和平与 安全作出贡献。 来源：央视新闻 责编：汪云鹏 校对： 彭其华 2026年2月3日，外交部部长助理刘彬与俄罗斯外交部副部长里亚布科夫在北京共同主持新一轮中俄战略稳定磋 商。双方就当前全球战略稳定形势及多边军控问题深入交换意见，达成广泛共识。 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 百万用户都在看 AI，突传重磅！四大巨头，同时出手！ 开盘8分钟，20%涨停！重磅利好，持续发酵！ 利好来了！多只A股，突发公告！ 税率调整！A股三大巨头，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 ...

Core Viewpoint - Shanghai's GDP growth target for 2026 is set at approximately 5% [2][4]. Economic Development Goals - The main expected targets for economic and social development include a GDP growth of around 5%, local public budget revenue growth of 2%, and R&D expenditure reaching 4.6% of GDP [4]. - The urban unemployment rate is targeted to remain within 5%, with per capita disposable income growth aligned with economic growth, and consumer price inflation around 2% [4]. Major Investments and Projects - A total investment of 255 billion yuan is planned for major projects this year, including the construction of various metro lines and significant infrastructure projects [4]. - The report emphasizes the acceleration of major industrial projects in sectors like integrated circuits, biomedicine, and artificial intelligence [4][8]. Long-term Development Plans - The "14th Five-Year Plan" outlines goals for 2030, focusing on high-quality development, enhanced urban functions, and improved social governance [5]. - By 2035, Shanghai aims to double its per capita GDP compared to 2020 and establish itself as a globally influential modern socialist metropolis [5]. Financial and Technological Reforms - The report highlights the need for deepening financial system reforms and enhancing cross-border financial services [6]. - It also emphasizes the importance of fostering innovation in technology and supporting the development of new business models in service trade [6][9]. Urban Renewal and Housing Development - The city plans to implement urban renewal actions, including the renovation of old residential buildings and the acceleration of village transformations [11]. - There is a focus on improving property management standards and enhancing the quality of housing development [11].

Core Viewpoint - Precious metal prices, including gold and silver, experienced a significant rebound on February 3, with gold rising nearly 6% to approximately $4,900 per ounce and silver increasing over 10% to surpass $87 per ounce [1][3]. Price Movements - After a sharp decline in the previous trading days, gold and silver prices rebounded, with gold up 5.90% to $4,934 per ounce and silver up 10.50% to $87.44 per ounce as of the report [3]. - Gold prices fell 17% from a historical high of $5,595.47 per ounce reached on January 29, while silver prices dropped over one-third from its peak [3]. Market Reactions - Affected stocks in the A-share market saw a rebound, with notable increases such as Xiaocheng Technology rising over 18% and Hunan Gold hitting the daily limit [1]. - The Shanghai Gold Exchange announced adjustments to margin levels and price limits for certain gold and silver contracts, increasing the margin for gold contracts from 16% to 17% and for silver contracts from 26% to 23% [5][6]. Analyst Insights - Analysts suggest that the current volatility in precious metals is likely to persist as the market reassesses risk preferences following recent dramatic price movements [2][3]. - Some institutions remain optimistic about gold's future, with Deutsche Bank maintaining a bullish forecast, predicting gold prices could reach $6,000 per ounce [3]. Technical Adjustments - The Shanghai Gold Exchange's adjustments to margin levels and price limits are part of risk management measures, indicating a proactive approach to market stability [5][6].

Core Viewpoint - The release of the "Automotive Data Export Security Guidelines (2026 Edition)" aims to establish an efficient, convenient, and secure mechanism for the cross-border flow of automotive data in China [1][2]. Group 1: Overview of the Guidelines - The guidelines focus on various scenarios including automotive research and design, production, automated driving, software upgrades, and connected operations, detailing important data determination rules and safety assessment processes for data export [2][4]. - The guidelines are applicable to automotive data processors providing data to entities outside of China, covering three main categories of data export behavior [4]. Group 2: Categories of Data Export Behavior - The first category involves transferring data collected and generated during domestic operations to overseas [5]. - The second category pertains to data that, while stored domestically, can be accessed or exported by foreign organizations or individuals [5]. - The third category includes activities involving the processing of personal information of domestic individuals outside of China, in accordance with the Personal Information Protection Law [5]. Group 3: Importance of Automotive Data - With the global digital economy and industrial cooperation deepening, countries are increasingly strengthening governance over cross-border data flow [3]. - By 2025, China's automotive production and sales are expected to exceed 34 million units, with exports surpassing 7 million units, highlighting the significance of automotive data as a key production factor [3]. - A high-level autonomous driving test vehicle can generate up to 10TB of data daily, indicating the high frequency and rigidity of data generated across the entire automotive industry chain [3]. Group 4: Implications for Automotive Enterprises - The guidelines introduce a clear identification rule for "important data," specifying 27 categories and 51 items of important data along with corresponding determination rules [5]. - The introduction of these guidelines is closely related to the international expansion of Chinese automotive enterprises, which will further support their overseas operations and international business layout [5].

Group 1 - The core viewpoint of the article emphasizes the implementation of spring and autumn breaks for primary and secondary schools in Jiangsu Province, aimed at boosting family consumption and creating more parent-child spending scenarios [1] - The Jiangsu provincial government has announced plans to coordinate spring and autumn breaks for schools alongside staggered paid leave for employees, as part of a broader initiative to stimulate consumption [1] - Other regions, such as Zhejiang and Sichuan, have already begun to implement similar systems, indicating a growing trend towards this approach across various provinces [1]

百万用户都在看 AI，突传重磅！四大巨头，同时出手！ 开盘8分钟，20%涨停！重磅利好，持续发酵！ 利好来了！多只A股，突发公告！ 税率调整！A股三大巨头，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 2月3日，外交部发言人林剑主持例行记者会。 有俄罗斯记者提问，据《金融时报》报道，美国总统特朗普表示，希望维持核武器限制，并让中国加入核 裁军谈判。中方对此有何回应？ "中方在中美俄三方核军控谈判问题上的立场是明确的。中美的核力量完全不在一个量级。现阶段要求中 方加入核裁 ...

Group 1 - Japan has successfully excavated rare earth-rich sediment from the deep sea, indicating advancements in its resource exploration efforts [2] - The U.S. is expected to launch a critical mineral reserve program with an initial funding of $12 billion, aimed at reducing dependence on China for rare earth resources [3] - China's stance on maintaining the stability and security of the global critical mineral supply chain remains unchanged, emphasizing the collective responsibility of all parties involved [3]

Core Viewpoint - The article highlights a significant surge in the non-ferrous metal market, particularly copper, driven by new policies and external factors that are expected to enhance demand and stabilize prices [1][3]. Group 1: Policy Developments - The China Nonferrous Metals Industry Association announced plans to expand the national copper strategic reserve and explore commercial reserve mechanisms, potentially including copper concentrate in the reserve scope [3]. - The U.S. government is expected to initiate a strategic critical mineral reserve plan with an initial funding of $12 billion, aimed at reducing reliance on foreign sources for key metals [3]. Group 2: Market Reactions - Following the announcements, copper futures and related stocks experienced significant increases, with Shanghai copper rising nearly 3% and companies like Zijin Mining and Tongling Nonferrous Metals seeing gains of up to 7% [3]. - The overall market sentiment improved, with the broader market index also climbing as a result of these developments [1]. Group 3: Economic Factors - The decline in the U.S. dollar index during the Asia-Pacific trading session contributed to the rise in non-ferrous metal prices, indicating that the dollar remains a critical factor in commodity price movements [5]. - Analysts suggest that while the new Federal Reserve chair may support a stronger dollar in the short term, structural issues in U.S. debt could limit long-term dollar strength [5]. Group 4: Commodity Cycle Insights - The article notes that the current super cycle in commodities is driven by demand-side factors, with copper showing structural shortages, while energy markets remain oversupplied but with potential for marginal improvements [6]. - Copper prices are expected to rise due to supply bottlenecks, with projections indicating prices could reach $11,000 to $12,000 per ton by 2026 [6].