谷歌在AI霸权路上，再度出手！ 据最新消息，科技巨头谷歌的母公司Alphabet计划发行一种极为罕见的百年期债券。这是20世纪90年代末以 来，科技企业首次发行此类超长期限债券。 当前，Alphabet正在为其人工智能雄心背后的空前支出计划筹措资金。周一，Alphabet进行了其史上规模最大 的美元债券发行，筹资200亿美元，超过最初预期的150亿美元。上周，Alphabet表示，其今年资本支出将高达 1850亿美元。 发行百年期债券 据彭博社消息，谷歌母公司Alphabet计划在巨额债务发行中出售一种极为罕见的百年期债券，这将是自上世纪 90年代末以来，科技企业首次发行此类超长期限债券。 报道称，一位知情人士透露，这笔百年债券将以英镑计价，同时发行的还有其他四个英镑计价批次。该交易是 Alphabet首次发行英镑债券，最早可能于周二定价。 根据彭博社汇编的数据，这是自摩托罗拉于1997年发行同类债券以来，科技企业首次发行如此极端期限的债 券。百年债券市场主要由政府和大学等机构主导。对企业而言，潜在的收购、过时的商业模式以及技术淘汰风 险，使这类交易极为罕见。 尽管如此，考虑到科技公司为保持在人工智能能力建设 ...

2月10日外交部发言人林剑主持例行记者会。 路透社记者：自今日起至3月11日，古巴将面临航空燃油短缺。国际航空公司正暂停飞往古巴的航班。是 否有中国公民滞留古巴？中国会否采取切实措施帮助古巴缓解石油供应短缺？ 林剑：关于第一个问题，据了解，目前没有接到中国公民滞留报告。 关于第二个问题，具体情况建议向中方主管部门询问。我愿重申，中方坚定支持古巴维护国家主权和安 全、反对外来干涉，坚决反对剥夺古巴人民生存权发展权的举动和非人道行为，将一如既往向古方提供力 所能及的支持和帮助。 来源：外交部网站 责编：刘珺宇 校对： 彭其华 百万用户都在看 中东突发！以色列，突然行动！八国发表联合声明 美联储，突发！美国财长，紧急发声！ 央行，重磅发布！商业航天，大消息！算力，利好！脑机接口，重大突破！影响一周市场的十大消息 利好来了！刚刚，福建重磅发布！ 重大信号！49万亿巨头，批量减持！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com F 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 ...

Core Viewpoint - The banking wealth management market experienced a decline in scale at the beginning of 2026, contrary to expectations for a strong start to the year, with a total scale of 24.59 trillion yuan at the end of January, down approximately 815 billion yuan from the previous month [2][3]. Group 1: Market Performance - The total scale of 14 major wealth management companies decreased by about 815 billion yuan compared to the end of 2025, marking a second consecutive month of decline since reaching a peak in November 2025 [2][3]. - The decline was primarily driven by the four major state-owned banks, which accounted for nearly 500 billion yuan of the total drop, with individual companies like Agricultural Bank of China Wealth Management, CCB Wealth Management, and ICBC Wealth Management each seeing declines exceeding 100 billion yuan [3]. - Despite the downturn, there is optimism in the industry, with expectations that the wealth management market will benefit from a reallocation of household wealth due to low fixed deposit rates and a large volume of deposits maturing in 2026 [2][3]. Group 2: Product Trends - The decline in scale was mainly observed in two product categories: fixed-income pure bond products and cash management products, with fixed-income non-cash pure bond products dropping by approximately 560 billion yuan and cash management products decreasing by about 500 billion yuan [4][5]. - Conversely, "equity-linked" wealth management products experienced growth, particularly in "fixed income plus" and mixed products, with the total balance of "fixed income plus" products increasing by about 190 billion yuan to 4.14 trillion yuan [5]. - The shift towards multi-asset and multi-strategy approaches is becoming a common choice in the wealth management industry, reflecting a gradual transition from pure fixed income to "fixed income plus" strategies [5]. Group 3: Future Expectations - Analysts predict a rebound in wealth management scale in February, estimating an increase of around 1 trillion yuan, driven by low deposit rates and year-end bonuses being distributed [4][6]. - Approximately 50 trillion yuan in deposits are set to mature this year, which is expected to lead to a significant reallocation of funds into wealth management, insurance, or asset management products [6][7]. - The focus on wealth management is increasing among banks, with strategies being implemented to enhance product offerings and meet customer needs, particularly for low-risk profiles [6][7].

Core Viewpoint - Jianghuai Automobile has completed a private placement, raising approximately 3.5 billion yuan by issuing 70.1684 million shares at a price of 49.88 yuan per share, with significant participation from private equity investor Ge Weidong [1][3]. Group 1: Private Placement Details - The private placement involved eight investors, with Ge Weidong investing around 1 billion yuan for 20.0481 million shares, making him the eighth largest shareholder with a 0.89% stake [1][2]. - The shares acquired in this issuance are subject to a six-month lock-up period, preventing transfer during this time [1]. Group 2: Use of Funds - The funds raised from this issuance will be fully allocated to the development of a high-end intelligent electric platform, closely related to the company's main business, without causing significant changes to the business structure [3]. Group 3: Financial Performance Outlook - Jianghuai Automobile has announced a projected net loss of approximately 1.68 billion yuan for the year 2025, which represents a reduction in loss of about 104 million yuan compared to the previous year [3]. - The anticipated loss is attributed to increased competition in the international automotive market and a decline in export business, alongside losses from its joint venture with Volkswagen Anhui, which is expected to contribute a negative investment return of 1.08 billion yuan [3].

美军突然发动"致命打击"。 当地时间2月9日，美军南方司令部称，当天在太平洋东部对一艘"贩毒船"实施"致命打击"，打死船上2人，有1 名幸存者。视频显示，美军对一艘在海上行驶的船只进行打击，船只发生巨大爆炸。 另据美媒报道，美国能源部长克里斯·赖特将很快前往委内瑞拉与该国领导人会面，就石油开采相关问题展开 讨论。赖特将是特朗普政府对委展开军事行动后访问该国的最高级别美国官员。赖特在受访时辩称，特朗普政 府展开军事行动的原因并不是看中了该国石油财富。 美军实施"致命打击" 2月10日，据新华社，当地时间2月9日，美军南方司令部称，当天在太平洋东部对一艘"贩毒船"实施"致命打 击"，打死船上2人，有1名幸存者。 美军南方司令部在社交媒体上称，美军"南方之矛"联合特遣部队对一艘由"被认定的恐怖组织"运营的船只实 施"致命打击"。有情报显示，这艘船正"沿东太平洋已知的毒品走私路线航行，并从事毒品走私活动"。此次行 动打死船上2名"毒品恐怖分子"，有1名幸存者。 美军南方司令部在帖文中附有一段11秒的视频，显示美军对一艘在海上行驶的船只进行打击，船只发生巨大爆 炸。 自去年9月初以来，美军在加勒比海和东太平洋对美方指称 ...

华金证券党委书记、总裁燕文波拟调任横琴人寿，接任董事长。 券商中国记者独家获悉，燕文波将于春节后赴任横琴人寿。燕文波系券业老将，于2021年末出任华金证券党委 书记、总裁，此外，华金证券和横琴人寿同属于珠海国资旗下的金融机构。原董事长钱仲华据称于1月22日在 董事会上请辞并获得批准。 近期，非上市保险公司公布2025年第四季度偿付能力报告，57家人身险公司净利润大幅增长，其中仍有10家亏 损，横琴人寿便是其中之一。这家已完成国有资本注入但尚未扭亏为盈的险企，未来将何去何从？ 钱仲华掌舵一年多辞任 日前，市场传言横琴人寿拟换帅，原因是原董事长钱仲华辞任。据称1月22日，钱仲华在董事会上请辞并获得 批准，这距离他正式出任董事长仅一年多，不过他早已到了退休年龄。 去年12月25日，横琴人寿保险的增资事项获国家金融监督管理总局广东监管局批复，注册资本由31.37亿元增 至49.89亿元。当时由四家公司共同出资近20亿元，包括原股东珠海铧创投资管理有限公司、亨通集团有限公 司，以及新股东横琴深合投资有限公司、横琴金融投资集团有限公司，一共认缴了18.52亿元注册资本。 据业内知情人士透露，增资完成后，钱仲华曾在朋友圈表 ...

Core Viewpoint - The People's Bank of China (PBOC) emphasizes the importance of coordinating monetary and fiscal policies to stimulate domestic demand and enhance macroeconomic governance effectiveness in the upcoming period [2][6]. Group 1: Monetary Policy Implementation - The report indicates that the effects of the moderately loose monetary policy in 2025 are gradually becoming evident, with ample liquidity in the banking system, a decrease in loan rates, and a rapid increase in money supply and social financing scale [4]. - In 2025, there was a significant increase in government bond financing, corporate bond financing, and non-financial corporate domestic stock financing compared to the previous year, indicating a shift towards direct financing models that align with high-growth sectors [4]. Group 2: Coordination of Fiscal and Monetary Policies - The report outlines three main ways to strengthen the coordination between fiscal and monetary policies: maintaining market liquidity through open market operations, optimizing financial resource allocation via "re-lending + fiscal subsidies," and enhancing risk-sharing through guarantees [7]. - The collaboration between fiscal and monetary policies is expected to amplify the effects of macroeconomic support for structural transformation and upgrading [7]. Group 3: Asset Allocation and Liquidity - Recent trends show a slowdown in the growth of household and corporate deposits, while the scale of wealth management and asset management products has increased significantly. This shift is viewed as a change in the structure of bank deposits rather than a significant alteration in overall liquidity [8]. - The report suggests that the ongoing development of financial markets and the acceleration of direct financing will lead to a more diversified allocation of household savings between bank deposits and asset management products, impacting the structure of bank liabilities [8]. Group 4: Future Monetary Policy Directions - The PBOC plans to implement counter-cyclical and cross-cyclical adjustments to enhance macroeconomic governance and support the "14th Five-Year Plan" for a good start [9]. - The focus will be on maintaining reasonable growth in financial totals, optimizing credit policies to support key areas such as domestic demand and technological innovation, and ensuring the stability of the RMB exchange rate [10].

记者从中国科学院国家天文台获悉， 我国"天关"卫星（爱因斯坦探针卫星）在巡天中，捕捉到一场前所未有 的高能宇宙爆发现象 。该爆发的亮度变化、辐射节奏与光谱特征均与以往任何已知的爆发显著不同。通过后 续观测和研究， 科学家们推断"天关"卫星捕捉到的或许是一次中等质量黑洞撕裂白矮星的过程 。相关成果近 期在学术期刊《科学通报》发表。 据了解，"天关"卫星在2025年7月2日捕捉到的是一个异常明亮且急剧变化的X射线源，编号 为"EP250702a"。随后，全球多台望远镜将"镜头"对准此地，展开了一场跨波段的联合观测。 我国"天关"卫星上的两台X射线望远镜：宽视场X射线望远镜WXT（昵称"万星瞳"）和后随X射线望远镜FXT （昵称"风行天"）在观测中发挥了重要作用。根据"万星瞳"提供的精确坐标，全球多台大型望远镜迅速跟 进，成功在多波段上锁定了这一天体，确定其位于一个红移1.04的星系外围。后随X射线望远镜FXT（昵 称"风行天"）则对这一事件进行了高分辨率的精细观测，发现在经历约一天的猛烈爆发后，其亮度在二十天 内骤降十万倍以上。 在全球多台望远镜的协同观测下，EP250702a呈现出一系列突破常规的特征：它在数十 ...

2月10日，上海期货交易所（下称"上期所"）发布公告，对部分客户采取限制开仓措施。 上期所在公告中表示，2026年2月10日，2组实际控制关系账户在相关合约上账户组日内开仓交易量超限达到交易所处理标 准。上述客户交易行为违反《上海期货交易所异常交易行为管理办法》第16条之规定，交易所决定对相关客户在相应合约上 采取限制开仓的监管措施。 密集出台措施 就在前几日，上期所刚刚出台了多项措施，包括密集上调交易保证金比例和涨跌停板幅度。 具体来看，铜CU2702、铝AL2702、铅PB2702、锌ZN2702、氧化铝AO2702合约的涨跌停板幅度调整为10%，套保持仓交易保 证金比例调整为11%，一般持仓交易保证金比例调整为12%； 铸造铝合金AD2702、线材WR2702、不锈钢SS2702合约的涨跌 停板幅度调整为8%，套保持仓交易保证金比例调整为9%，一般持仓交易保证金比例调整为10%；镍NI2702、锡SN2702合约的 涨跌停板幅度调整为12%，套保持仓交易保证金比例调整为13%，一般持仓交易保证金比例调整为14%；黄金AU2605合约的 涨跌停板幅度调整为17%，套保持仓交易保证金比例调整为18%，一般持 ...

Macro Dynamics - Five departments, including the Ministry of Industry and Information Technology, are accelerating the development of guidelines for the utilization and technological innovation of low-altitude economic radio frequency resources to support low-altitude infrastructure development [2] Health and Safety - The National Health Commission has warned against "light medical beauty" projects being conducted by non-medical institutions, emphasizing that such procedures must be performed in qualified medical facilities by licensed professionals to mitigate health risks [3] Market Data - The State Administration for Market Regulation conducted a special inspection of food safety ahead of the Spring Festival, testing 67,000 batches with a compliance rate of 98.38%, indicating overall good food safety conditions [4] - The National Healthcare Security Administration announced the results of the first to eighth batches of national drug procurement, involving 316 commonly used drugs and 1,020 enterprises with 4,163 products qualifying for selection [5] Financial Institutions - China Bank has increased its registered capital from approximately 294.4 billion RMB to about 322.2 billion RMB, marking an increase of approximately 9.5% [6] Market Performance - On February 10, the A-share market showed mixed results, with the Shanghai Composite Index rising by 0.13% and the ChiNext Index falling by 0.37%, while the total trading volume was approximately 2,105.5 billion RMB, a decrease of about 143.9 billion RMB from the previous trading day [7] - The Hong Kong stock market closed with the Hang Seng Index up by 0.58% and the Hang Seng Tech Index up by 0.62%, driven by significant gains in the pharmaceutical and media sectors [8] Company Dynamics - *ST Lifan announced that its stock will resume trading on February 11 after completing an investigation into stock price fluctuations, noting that the company's fundamentals have not changed significantly [9] - Semiconductor Manufacturing International Corporation reported a net profit of 1.223 billion RMB for Q4 2025, a year-on-year increase of 23.2%, with total revenue of 17.813 billion RMB, up 11.9% [11] - WeChat has launched a "national subsidy" interest service for credit card bill installment repayments, with seven banks participating in the initial rollout [10] - Chow Tai Fook confirmed that it will raise prices for gold products after the Spring Festival, although the timing and extent of the increase have yet to be determined [13] - Sam's Club, Hema, and Dingdong Maicai announced adjustments to service arrangements and delivery fees during the Spring Festival period [15]