据民用航空网消息，当地时间2月6日，海南航空一架执行布鲁塞尔至北京航线的HU492航班，起飞后不久因驾驶舱 风挡出现破裂故障，机组采取紧急处置措施，放油后安全返航布鲁塞尔机场，航班随后取消，机上旅客及机组人员 均平安，无人员伤亡情况报告。 2月7日午间，海南航空在官方微博发文就此事致歉：2月6日，我司HU492（布鲁塞尔-北京）航班因机械故障原因返 航，机组严格按照程序处置，航班已于北京时间当日21时17分安全降落在布鲁塞尔机场。 海南航空表示，公司将妥善做好旅客服务保障工作，确保旅客安全抵达目的地。由此给各位旅客造成的不便，深表 歉意，感谢广大旅客的理解与支持。 据民用航空网介绍，涉事航班为波音787-9宽体机，注册号B-1546，机龄7.1年，原计划从布鲁塞尔机场飞往北京首都 机场T2航站楼，航程约7945千米。 综合自： 民用航空网、海南航空 航班起飞后不久，机组发现驾驶舱风挡异常破裂，为保障飞行安全，立即按照民航应急程序操作，实施空中放油以 降低飞机重量，随后平稳返航布鲁塞尔机场。 责编：王璐璐 校对： 祝甜婷 利好来了！多只A股，突发公告！ 违法和不良信息举报电话：0755-83514034 邮箱： ...

Core Viewpoint - The Chinese futures market has experienced significant growth in early 2026, with a record increase in total funds and client equity, reflecting a strong demand for risk management tools among enterprises and a renewed recognition of the value of futures assets in the context of global macroeconomic fluctuations [2][3]. Group 1: Market Growth and Client Engagement - As of January 2026, the total funds in the futures market reached approximately 2.57 trillion yuan, marking a 20% increase from the end of 2025, while client equity rose to about 2.39 trillion yuan, up 19% [3]. - In 2025, the market saw the opening of 940,000 new futures accounts, a significant increase compared to the previous year, leading to a total of 2.78 million effective clients by the end of 2025, an 11% growth year-on-year [4]. - The influx of over 400 billion yuan in a single month is unprecedented in the history of China's futures market, indicating a strong demand for derivative tools among enterprises [3]. Group 2: Client Structure and Institutional Participation - The client structure of the futures market has shown notable improvement, with special unit clients, representing medium to long-term funds, increasing by 12% in new accounts, highlighting the growing recognition of the market's risk management capabilities [5]. - The expansion of client scale and the optimization of client structure demonstrate the futures market's increasing acceptance as a valuable service for the real economy [6]. Group 3: Industry Performance and Company Transformation - The overall operation of futures companies remains stable, with revenue growth; by the end of December 2025, the total revenue of futures companies exceeded 42 billion yuan, with a net profit of approximately 11 billion yuan, showing improvement compared to 2024 [7]. - Futures companies are accelerating their transformation into comprehensive derivative service providers, enhancing their research, risk management, and financial service capabilities to explore new growth opportunities amid increasing competition and pressure on commission rates [7].

年关将至，金融反腐持续高压！ 2月6日，据中央纪委国家监委网站消息，中国银行原党委委员、副行长林景臻因严重违纪违法被开除党籍，按 规定取消其享受的待遇。通报提及，林景臻将信贷权力异化为谋取个人私利的工具，大搞权钱交易，利用职务 便利为他人在贷款融资等方面谋利，并非法收受巨额财物。 同一日披露的还有多名国有大行干部的处分结果。包括中国银行贵州省分行原党委委员、副行长张文明；工商 银行安徽省分行原党委副书记、副行长梁延国；农业银行河北省分行原党委委员、副行长陈元良。三名大行干 部均因严重违纪违法，被开除党籍。 林景臻被指"信贷权力异化" 据中央纪委国家监委网站2月6日通报，经中共中央批准，中央纪委国家监委对中国银行原党委委员、副行长林 景臻严重违纪违法问题进行了立案审查调查。 经查，林景臻丧失理想信念，背弃初心使命，私藏、阅看、寄递有严重政治问题的书籍；无视中央八项规定精 神，违规收受礼品，接受可能影响公正执行公务的宴请、旅游活动安排，违规接受他人提供的出行服务安排， 违规出入私人会所；不按规定报告个人有关事项，在职工录用等工作中为他人谋取利益并收受财物；廉洁底线 失守，违规拥有非上市公司股份，由他人支付应由本人 ...

据外媒报道，特斯拉正在评估扩产光伏产能的多个选项，包括扩大纽约州布法罗工厂的产能至10吉瓦，以及在 纽约州、亚利桑那或爱达荷州建设额外的工厂。 周五，美股光伏概念股集体大涨，Solaredge Technologies涨近8%，Shoals Technologies、Array Technologies、 Nextracker、应用材料涨超6%，Enphase Energy涨超5%，阿特斯太阳能涨4.79%。 据最新消息，特斯拉正加速推进太阳能制造，以落实马斯克提出的"年产100吉瓦太阳能电池"目标。上个月， 马斯克在特斯拉财报电话会上表示："太阳能的机会被低估了。" 在光伏领域，马斯克传出大动作！ 特斯拉拟扩大光伏产能 特斯拉并未坐等马斯克提出的年产100吉瓦太阳能宏愿是否可行，而是已经付诸行动。据彭博社报道，知情人 士透露，该公司正在评估美国多个地点，计划启动太阳能电池制造项目，将几周前看似遥不可及的目标转化为 现实的产业推进。 据报道，知情人士称，该计划的一部分是在其位于纽约州布法罗的工厂扩大生产。他们表示，该工厂的产能有 望达到10吉瓦，相当于十座核电站的发电量。其中一位人士还指出，从长远来看，另一个 ...

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 ...

来源：解放日报 责编： 王璐璐 校对： 廖胜超 百万用户都在看 A股突发！多只大牛股，紧急提示风险！ 盘中，大幅拉升！重大突破！量子科技，突传利好！ 利好来了！多只A股，突发公告！ 据解放日报消息，今天（7日）上午，上海市第十六届人民代表大会第四次会议举行第三次全体会议，会议补 选滕建勇为市十六届人大常委会副主任。 此番履新前，滕建勇担任上海市委宣传部常务副部长。 公开报道显示，滕建勇出生于1969年9月，长期在教育系统工作，曾任上海师范大学党委书记，上海工程技术 大学党委书记，上海大学党委副书记，上海市教卫党委副书记、市教育工会主席等职。 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 F 违法和不良信息举报电话：0 ...

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].

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 ...

中国使馆：暂无中国公民在伊斯兰堡爆炸事件中伤亡的报告 据新华社报道，中国驻巴基斯坦大使馆6日证实，截至当天夜间，没有中国公民在巴首都伊斯兰堡清真寺爆炸 事件中伤亡的报告。 巴基斯坦官员6日说，伊斯兰堡一清真寺当天早些时候发生爆炸，造成至少31人死亡、约170人受伤。 巴方官员表示，爆炸发生在该市谢赫扎德镇的一处什叶派清真寺，安全部队、警方和救援人员已开展调查和搜 救行动。伤者已被送往伊斯兰堡和邻近的拉瓦尔品第市多家医院接受治疗。由于多名伤者情况危急，死亡人数 可能还会上升。 联合国秘书长强烈谴责巴基斯坦清真寺袭击 联合国秘书长古特雷斯6日通过发言人发表声明，强烈谴责当天发生在巴基斯坦首都伊斯兰堡的针对清真寺礼 拜者的袭击。 F 巴基斯坦官员6日说，伊斯兰堡一清真寺当天发生爆炸，造成至少31人死亡、约170人受伤。由于多名伤者情况 危急，死亡人数可能还会上升。 综合自：新华社 责编：王璐璐 校对： 廖胜超 百万用户都在看 A股突发！多只大牛股，紧急提示风险！ 盘中，大幅拉升！重大突破！量子科技，突传利好！ 利好来了！多只A股，突发公告！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn ...

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].