Core Viewpoint - The article discusses the volatile situation in the Middle East, particularly focusing on the ongoing negotiations between the U.S. and Iran, and the potential military actions that could escalate tensions in the region [1][4]. Negotiations - The Trump administration has agreed to hold negotiations with Iran in Oman on February 6, following a request from Iran to change the location from Turkey [2]. - Iranian President Raisi has instructed his foreign minister to engage in fair and dignified negotiations with the U.S. [2]. - Iran's political advisor has stated that while Iran can reduce uranium enrichment levels from 60% to 20%, it will not transfer enriched uranium abroad, emphasizing the peaceful nature of its nuclear program [2] [3]. Incidents and Military Actions - On the same day as the negotiation arrangements changed, Iranian military forces conducted two aggressive actions against U.S. vessels within six hours [4]. - The Iranian Revolutionary Guard attempted to board a U.S.-flagged commercial ship near the Strait of Hormuz, but retreated when U.S. naval forces arrived [5]. - An Iranian drone was shot down by a U.S. F-35 fighter jet after approaching the USS Lincoln aircraft carrier [5]. Market Reactions - The commodity markets reacted to the heightened tensions, with silver prices rising over 4% and Brent crude oil increasing by more than 0.5% [1]. - The A-share market saw a late surge, with the Shanghai Composite Index rising by 0.85% [1]. - Gold prices surged past $5,100 per ounce, reflecting market caution regarding potential conflicts in the Middle East [6].

"马斯克的产品确实很了不起，FSD，starlinks，火箭回收……很多东西刚开始说的时候觉得像是蒙人的，结果10来年后真的做出来了。"段永平写道，"我觉得我可 以放下一些东西，试试他的产品，投资也可以做点风投啥的。" 今日稍早时候，段永平发文表示，FSD确实好用，Model Y开起来也没啥不舒服的，现在开特斯拉已经是他的首选。在去年11月上线的访谈中，段永平称不是很喜欢 马斯克的品行，投资实际上在跟公司经营者做朋友，"我不想跟他做朋友，哪怕给我钱我也不干"。 来源： "大道无形我有型" 2月4日，步步高创始人、著名投资人段永平通过其雪球账号"大道无形我有型"发文表示，对马斯克本人看法没啥大改变，不喜欢的东西依然不喜欢；"投资"特斯拉 基本看的是"市梦率"，完全靠蒙，大家好自为之吧。 责编：王璐璐 校对： 李凌锋 百万用户都在看 午后突发，20%涨停！马斯克，突传重磅消息！ 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！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...

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险资作为战略投资者参与上市公司定增一事，迎来进展。 近日，中国证监会就《关于修改〈《上市公司证券发行注册管理办法》第九条、第十条、第十一条、第十三 条、第四十条、第五十七条、第六十条有关规定的适用意见——证券期货法律适用意见第18号〉的决定（征求 意见稿）》公开征求意见（以下简称《征求意见稿》）。 根据《征求意见稿》，此次修订内容包括扩大战略投资者类型。明确全国社保基金、基本养老保险基金、企业 （职业）年金基金、特定的商业保险资金、公募基金、银行理财等机构投资者可以作为战略投资者，以耐心资 本作为战略性资源对上市公司战略投资。在规则上将该类投资者界定为资本投资者，将其他实业投资者界定为 产业投资者。同时，证监会还拟明确最低持股比例要求。坚持战略投资者应当持有上市公司较大比例股份，进 一步明确战略投资者本次认购上市公司股份原则上不低于5%，可以根据持股比例参与上市公司治理。 其中，对商业保险资金约定为，保险公司运用保险资金自行投资或者委托关联保险资产管理机构以及作为单一 投资人通过关联保险资产管理机构发行的股权投资计划投资。 这意味着，继《关于推动中长期资金入市的指导意见》《关于推动中长期资金入市工作的实施方案 ...

Group 1 - The article discusses President Trump's response to the Clintons' upcoming testimony regarding the Epstein case, expressing regret and asserting his innocence [1] - Trump criticized a CNN reporter during the interview, labeling the question as "bad" and "dishonest," attributing CNN's low ratings to such journalists [1]

Core Viewpoint - The article discusses the significant impact of artificial intelligence (AI) on the Software as a Service (SaaS) sector, leading to a massive sell-off in related stocks, with a total market value loss of approximately $300 billion (around 2.1 trillion RMB) [2]. Group 1: Market Reaction - The global SaaS stocks faced a severe sell-off, with major companies experiencing substantial declines in their stock prices [2][3]. - In the Hong Kong market, notable declines included Kingdee International down 14.6%, China Software International down over 8%, and Weimob Group down over 6% [3]. - In the A-share market, companies like Yiyuan Media and Tiandi Online hit the daily limit down, while others like Worth Buying and InnoCare fell over 11% and 9% respectively [3]. Group 2: Causes of Concern - Investors are increasingly worried that traditional software companies' core businesses may be threatened by AI technologies, particularly after the launch of a new automation tool by AI startup Anthropic [2][5]. - The introduction of Anthropic's Claude AI assistant has intensified fears, leading to significant stock price drops for companies like Thomson Reuters, which saw a drop of over 20% [5]. - The S&P North American Software Index has recorded a 15% decline in January, marking the largest monthly drop since October 2008, indicating skepticism about the sustainability of traditional SaaS business models [7]. Group 3: Competitive Landscape - Anthropic's Claude AI tool allows users without programming experience to build software, significantly lowering the barriers to entry and challenging traditional SaaS product models [7]. - The competitive landscape in the AI market is intensifying, with analysts noting that the new AI functionalities introduced by Anthropic could negatively impact existing software companies [9]. - The market sentiment has shifted towards a "SaaSpocalypse," characterized by panic selling as investors react to the perceived threats posed by AI advancements [10]. Group 4: Performance Metrics - Software companies are underperforming compared to other tech sectors, with only 71% of software companies in the S&P 500 exceeding revenue expectations during the current earnings season, compared to 85% for the overall tech industry [11].

"国产GPU第一股"官宣重磅消息。 摩尔线程最新宣布，推出AI Coding Plan智能编程服务，系首个基于国产全功能GPU算力底座构建的智能开发 解决方案，可免费体验30天。摩尔线程表示，AI Coding Plan依托摩尔线程MTT S5000的全精度计算能力，通 过软硬件协同架构实现了算力效能的倍增。 在此之前，美国AI巨头OpenAI也推出了AI编程智能体Codex的macOS版应用程序。有机构分析认为，2026年将 成为AI应用的投资元年，理由在于模型能力的持续提升，算力成本的持续下降，以及AI应用货币化进程的加 速。 摩尔线程宣布 2月3日，摩尔线程宣布正式推出AI Coding Plan智能编程服务。 据摩尔线程介绍，作为首个基于国产全功能GPU算力底座构建的智能开发解决方案，该服务以MTT S5000强劲 的全精度计算能力为核心驱动，融合硅基流动推理加速引擎，并集成GLM-4.7顶尖代码模型，成功实现了国产 芯片与国产大模型在AI Coding领域的关键突破，标志着国产算力在AI核心生产力工具领域打破瓶颈，具备了 支撑高复杂度应用开发的实战能力。 摩尔线程表示，全新推出的AI Coding ...

Core Viewpoint - The 2025 fund quarterly report indicates a shift in investment strategy from emotion-driven to performance-based, emphasizing stability and safety in the market [1] Group 1: Market Activity and Fund Performance - The average daily trading volume in A-shares reached 3.11 trillion yuan, a month-on-month increase of over 10%, indicating active trading despite the approaching Spring Festival [1] - As of December 2025, the net asset value of domestic public funds in China reached 37.71 trillion yuan, nearing the 38 trillion yuan mark, and has set a historical high for nine consecutive months [1] Group 2: Passive vs. Active Funds - By the end of 2025, the market value of stock index funds reached 4.7 trillion yuan, a quarter-on-quarter increase of 3.4%, while active equity funds fell to 3.39 trillion yuan, down 5.2% [4] - The gap between passive and active funds widened from 970 billion yuan in Q3 2025 to 1.31 trillion yuan by the end of 2025, reflecting a growing preference for transparent and cost-effective investment tools [4][5] Group 3: Sector Focus and Investment Trends - In 2025, active equity funds showed a reduction in allocation to TMT sectors, with a notable increase in the communication sector by approximately 1.9 percentage points [7] - Companies in the storage chip sector, such as Baiwei Storage, are expected to see significant profit growth, with projected net profits increasing by 427.19% to 520.22% year-on-year [8] Group 4: Safety and Stability in Investments - Commodity funds saw a surge of over 40% in scale, with gold-related ETFs increasing by over 100 billion yuan, highlighting a shift towards safe-haven assets amid global economic uncertainties [10] - The "fixed income plus" products reached a scale of 2.74 trillion yuan by the end of 2025, growing approximately 60% year-on-year, catering to cautious investors seeking stable returns [11]

Core Viewpoint - The article discusses the case of Fan Yifei, a former deputy governor of the People's Bank of China, who engaged in corrupt practices under the guise of investment, leveraging financial market rules to facilitate illicit transactions and accumulate wealth [1][12]. Group 1: Corruption Mechanisms - Fan Yifei utilized his position to create hidden channels for wealth accumulation, primarily through an investment company run by his brother, Fan Kan, where many businessmen collaborated to benefit from his influence [2][3]. - The bribes received by Fan Yifei were often not in the form of direct cash but rather involved "investment" projects and financial products, with some agreements being purely fictitious [3][12]. - Businessmen like Liu Qi targeted Fan Yifei for his significant power within the financial sector, using personal relationships and social engagements to build trust and facilitate corrupt dealings [4][6]. Group 2: Social Manipulation and Influence - Liu Qi's strategy involved deepening personal relationships with Fan Yifei, including shared interests in music and sports, to create a sense of loyalty and trust [7][9]. - The approach of emotional investment and long-term relationship building was seen as a way to avoid detection and maintain influence over officials [6][10]. - Liu Qi's actions not only targeted Fan Yifei but also extended to other financial leaders, showcasing a broader pattern of corruption within the financial system [10][12]. Group 3: Consequences and Reflections - Fan Yifei's actions led to significant damage to the integrity of the financial industry, as he failed to uphold his responsibilities and instead contributed to the erosion of regulatory frameworks [10][12]. - Following investigations, Fan Yifei was expelled from the Party and public office, with his case highlighting the severe repercussions of corruption in high-ranking positions [12].

| 700 | | 最高封单量 182.5万 | | | --- | --- | --- | --- | | | | 涨停成交量 | 29.8万 | | 5.60 | -20.00% 买1 | | 8.40 174.3万 · | | | 成交量 ▼ 485.2万 分时量:2933 ↓ 现量:1075 头2 | 8.39 | 2.4万 · | | 31.1万 | द्र 3 | 8,38 | 1796 · | | | 24 | 8.37 | 1690 · | | | ગ્રે 5 | 8.36 | 152 · | | | 256 | 8.35 | 101 · | | | 577 | 0 21 | 207 . | 光伏板块的热度有点高！ 今日（2月4日），在A股市场上，光伏概念股再度走强，太空光伏方向领涨。盘中，拓日新能直线拉升至涨停，中来股份封死20%涨停。截至午间收盘，太空光伏指 数涨幅接近3%，光伏指数、钙钛矿电池指数、光伏屋顶指数涨幅均超过2%。 当天，有市场传闻称，马斯克团队密访中国多家光伏企业，重点考察有异质结、钙钛矿技术路线企业。 据21财经报道，针对上述传闻，晶科能源接线工作人员回应称，公司近期确 ...