Core Viewpoint - The optical fiber and cable industry is experiencing a significant surge, with prices reaching historical highs and a strong demand driven by various factors, including AI and data center needs [1][2][3]. Price Surge in Optical Fibers - In early February, the optical fiber industry saw a dramatic increase in stock prices, with companies like Changfei Optical Fiber hitting their historical highs shortly after market opening [1]. - By January 2026, the price of G.652.D single-mode optical fibers is expected to exceed 35 yuan per core kilometer, with some quotes surpassing 40 yuan per core kilometer, marking an annual increase of over 80% [1][2]. - The price of retail scattered fibers is projected to rise from 24 yuan per core kilometer at the end of 2025 to over 35 yuan per core kilometer by January 2026, indicating a significant market shift [2]. Factors Driving Demand - The demand for optical fibers is being propelled by the increasing needs of AI-driven data centers and data center interconnect (DCI) scenarios, which are reshaping the demand logic in the optical fiber industry [3]. - The export performance of optical fiber and cable companies is expected to be strong, with overseas markets becoming a crucial profit growth point for these companies [3]. Market Dynamics and Challenges - The recent market adjustments have been influenced by shrinking dollar liquidity and changes in AI narratives, with analysts suggesting that the Federal Reserve's actions will be pivotal in determining future market conditions [4]. - Concerns are rising regarding the sustainability of capital expenditures in the tech sector, which could impact the optical fiber and cable industry as part of the broader hardware supply chain [5].

近日，湖北多家精神病医院被曝虚构诊疗项目、套取医保资金，引发广泛关注。据《新京报》报道，涉事 医院包括襄阳融诚医院、襄阳宏安医院、襄阳恒泰康医院、宜昌夷陵康宁精神病医院等。有媒体报道称， 被点名的襄阳恒泰康医院在股权穿透后，实际控制人为A股上市公司爱尔眼科董事长、实际控制人陈邦。 2月6日，澎湃新闻记者电话联系了上市后公司爱尔眼科（300015.SZ）的证券部门，相关工作人员表示， 看到新闻了，但确实不属于上市公司体系内的，"爱尔眼科上市公司与襄阳恒泰康医院在经营和相关业务 方面都没有关联，这个我们清楚"。 同日上午，爱尔眼科发布声明，全文如下： 针对近日部分媒体关于精神专科医院涉嫌违规问题的报道中，将襄阳恒泰康医院有限公司与爱尔眼科 医院集团股份有限公司（以下简称"爱尔眼科"）及其实际控制人陈邦直接关联的情况，爱尔眼科向本 报发来书面回应，对相关股权关系及企业边界作出说明。 爱尔眼科方面表示，相关报道中部分表述存在概念混用，可能引发公众误解。 一、关于襄阳恒泰康医院的股权层级 爱尔眼科方面称，襄阳恒泰康医院有限公司并非爱尔眼科上市公司体系内企业。该公司为爱尔医疗投 资集团有限公司与其他社会资本方合资设立的四 ...

据媒体报道，2月6日，阿里千问正式上线"春节30亿免单"，发放奶茶免单卡。记者发现，继微信封杀自家腾讯 元宝、百度文心助手后，千问的红包分享链接也被微信屏蔽，页面显示网页存在诱导或误导下载/跳转的内 容，需要跳转第三方浏览器访问。 同时，部分用户在千问APP点击分享活动至微信好友时，已自动改为复制口令形式。 来源：人民财讯 排版：王璐璐 校对：高源 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！ 刚刚，突发利空！科技巨头，崩跌！ 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 ...

Core Viewpoint - The situation in Iran remains tense, with the U.S. urging its citizens to leave the country while diplomatic talks regarding Iran's nuclear program are ongoing in Oman [1][2]. Group 1: U.S. and Iran Relations - The U.S. State Department has issued a security warning for American citizens in Iran, advising them to leave and prepare for self-reliance in evacuation plans [1]. - Iran's Foreign Minister, Amir-Abdollahian, is leading a delegation to Oman for negotiations with the U.S. on nuclear issues, aiming for a fair and mutually acceptable agreement [2]. - U.S. President Trump has indicated that Iran is considering establishing new nuclear facilities, warning of potential U.S. action if this occurs [2]. Group 2: Military Preparedness - Israeli Prime Minister Netanyahu stated that Israel is prepared for a "very severe strike" against Iran, with current military readiness exceeding that of previous actions [2]. - Iranian military spokesperson Akraminia warned that U.S. military bases in the Middle East are vulnerable to attacks and that Iran is prepared for any scenario, including conflict [5]. - Iran has showcased its military capabilities, including the "Khoramshahr-4" ballistic missile, which has a range of 2000 kilometers and is a key component of its deterrent strategy [5]. Group 3: Market Reactions - Following the news of heightened tensions, spot gold prices rose to $4777.31 per ounce, rebounding over $100 from a low of $4655.31 [3]. - International oil prices also reversed course, with Brent crude increasing from $66.9 to $67.5 [3]. Group 4: Regional Developments - Iran's Islamic Revolutionary Guard Corps has seized two foreign oil tankers in the Persian Gulf, citing fuel smuggling, amidst a backdrop of heightened regional tensions [6].

经中共中央批准，中央纪委国家监委对中国银行股份有限公司原党委委员、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支付的费用；毫无纪法底线，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。 2月6日，中央纪委国家监委网站通报，海南省委原常委、秘书长倪强，浙江省人大常委会原党组副书记、 副主任高兴夫，陕西省西安市人大常委会原党组书记、主任韩松被"双开"；中国银行原党委委员、副行长 林景臻被开除党籍。 中国银行原党委委员、副行长林景臻严重违纪违法被开除党籍 林景臻严重违反党的政治纪律、组织纪律和廉洁纪律，构成严重职务违法并涉嫌受贿犯罪，且在党的十八大后 不收敛、不收手，性质严重，影响恶劣，应予严肃处理。依据《中 ...

这家券商迎来新董事长。 自上一任董事长在2025年7月卸任后，第一创业如今迎来新董事长。 根据第一创业2月5日披露的公告，新董事长郭川同样来自第一创业大股东北京国有资本运营管理有限公司（以 下简称"北京国管"），其现任北京国管党委副书记、总经理。他的到任将为第一创业带来哪些战略视野，值得 持续关注。 近年来，伴随北京国管成为大股东，第一创业进一步融入北京国有资本战略布局、强化服务首都功能。 新董事长落定 2月5日，第一创业披露公告称，公司当天召开董事会会议，审议通过了《关于选举第五届董事会董事长的议 案》，同意选举郭川为公司第五届董事会董事长。 根据履历，郭川生于1968年4月，毕业于首都经贸大学和对外经济贸易大学，持有经济法法学学士和高级管理 人员工商管理硕士学位，具有律师资格。其职业生涯长期在上市公司北辰实业。 具体来看，1991年7月至1997年8月郭川在北京北辰实业集团公司（以下简称"北辰集团"）任职。 据悉，北辰集团在1990年设立。为了配合北京第十一届亚运会，北京市政府于1986年委托北辰集团的前身建设 一个具有酒店、会议、展览、写字楼、公寓及其他配套设施的商住兼具的亚运村。北辰集团自成立后，曾作 ...

Core Viewpoint - The article highlights the significant risks associated with the current earnings season for U.S. stocks, particularly focusing on Amazon's disappointing financial results and the implications of its massive capital expenditure plans for 2026 [2][9]. Financial Performance - Amazon's Q4 2025 net sales grew by 14% year-over-year to $213.39 billion, surpassing analyst expectations of $211.49 billion [6]. - The company's EPS for Q4 was $1.95, a 4.8% increase year-over-year, slightly below the consensus estimate of $1.96, and a notable slowdown from the 36.4% growth seen in the previous quarter [6]. - AWS contributed an operating profit of $12.47 billion in Q4, a 17.3% year-over-year increase, with an operating margin of 35.0%, down from 36.9% a year earlier [6]. Capital Expenditure Concerns - Amazon's projected capital expenditure for 2026 is set at $200 billion, a 50% increase from 2025 and approximately 36.9% higher than Wall Street's consensus [6][7]. - This guidance is significantly higher than Google's projected $180 billion and Meta's planned maximum expenditure of $135 billion for the same period [7]. Cash Flow Issues - Amazon's free cash flow has seen a drastic decline, dropping 70.7% year-over-year to $11.2 billion, compared to $38.2 billion in the previous year [8]. - The increase in capital expenditure, which reached $128.3 billion over the past 12 months (up 65% year-over-year), is cited as the primary reason for the weakened cash flow [8]. Market Sentiment and AI Investment - There is growing concern among investors regarding Amazon's high capital expenditure, particularly in relation to its free cash flow pressure and the potential for short-term profit margin impacts due to infrastructure expansion [8][9]. - The article notes that major tech companies, including Amazon, Microsoft, Alphabet, and Meta, are expected to collectively spend over $630 billion on AI-related investments this year [9]. Investment Outlook - Analysts express skepticism about the sustainability of Amazon's growth given the substantial capital outlay required for AI and other technologies, with some indicating a shift in market focus towards undervalued sectors [10].

Core Viewpoint - The "fixed income +" products are a key focus for brokerage asset management this year, as residents continue to shift their asset allocation towards financial assets, balancing stability and aggressiveness [1] Group 1: Challenges Facing "Fixed Income +" Products - "Fixed income +" products are currently facing dual pressures from declining bond yields and increasing difficulty in enhancing equity components, leading to a deep transformation of related strategies [2][3] - The traditional operation model of "fixed income +" strategies is challenged by low bond yields and structural market conditions, reducing the safety net function of bonds and complicating equity enhancement due to market differentiation [3][4] - The volatility of bond yields has increased, impacting the stability of portfolios, while the structural differentiation in the equity market has raised the difficulty of stock selection, leading to decreased certainty in overall strategy returns [4][5] Group 2: Iteration and Upgrading of "Fixed Income +" Products - Brokerage asset management firms are advancing the iteration of "fixed income +" products through multiple dimensions, including expanding asset boundaries, enhancing quantitative tools, and improving risk control [5][6] - Expanding asset boundaries involves incorporating low-correlation alternative assets to enhance portfolio resilience against cycles, moving beyond the traditional stock-bond framework [5][6] - Strengthening quantitative and systematic investment capabilities is essential, with firms utilizing data-driven methods to avoid over-reliance on single market opportunities and to construct long-term effective strategies [6] Group 3: Market Outlook for 2026 - Institutions generally expect bond market performance to improve compared to last year, with yields anticipated to remain volatile, while the equity market is expected to strengthen amidst fluctuations [7][8] - The bond market is projected to present more investment opportunities in 2026, with a potential steepening of the yield curve and increased trading value in long-term bonds [7] - In the equity market, structural opportunities are anticipated, with a focus on sectors such as technology, cyclical stocks, and emerging themes like AI, as well as recommendations for specific industries to target [9]

广西各统筹区已陆续发文，从2026年1月1日起全区全面实现生育津贴直达个人。 新疆前期已完成系统改造，近期又正式发文，明确从2026年2月1日起全面推行生育津贴直接发放至个人。 北京于2025年12月25日印发文件，规定自2026年1月31日起参保女职工生育津贴发放方式调整为直接发放至个 人。 天津已实现企业女职工生育津贴直接发放至个人。 这意味着，全国范围内已实现生育津贴直接发放至个人。医保部门将继续指导地方优化流程、温馨服务，不断 提升参保群众的获得感和满意度，助力构建生育友好型社会。 来源：国家医保局 责编：王璐璐 校对：高源 百万用户都在看 A股突发！多只大牛股，紧急提示风险！ 利好来了！多只A股，突发公告！ AI，突传重磅！四大巨头，同时出手！ 直线拉升！光刻机巨头，传来重磅利好！AI，再度引爆！ 国家医保局消息，在前期27个省份（含新疆生产建设兵团）、95%统筹区已全面实现生育津贴直达个人的基础 上，近期，贵州、广西、新疆等省份医保部门积极落实全国医保工作会议要求，大力推进生育津贴发放流程优 化工作。 贵州于2025年12月16日正式发文，明确自2026年1月1日起全面落实生育津贴直接发放至个人。 ...

来源：CCTV国际时讯 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 。 百万用户都在看 集体杀跌！三大变数，突袭股市！ 直线大跳水！刚刚，多股跌停！白银，崩了 A股突发！多只大牛股，紧急提示风险！ 利好来了！多只A股，突发公告！ AI，突传重磅！四大巨头，同时出手！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 责编：王璐璐 校对：高源 据伊朗外长阿拉格齐此前发布的消息，阿曼当地时间今天（2月6日）上午10点（北京时间下午2点）左 右，伊朗与美国将在阿曼首都举行核问题谈判。据伊朗塔斯尼姆通讯社此前报道称，阿拉格齐将与美国总 统特使威特科夫在阿曼举行间接谈判。据路透社报道，双方眼下的主要分歧是伊朗坚持谈判范 ...