Group 1 - The core viewpoint of the article highlights the resumption of trading for the Guotou Silver LOF fund, which will be suspended until February 2, 2026, at 10:30 AM, with a trading limit of 10% upon resumption [1] - Prior to the suspension, the fund experienced two consecutive days of trading at the upper limit, with the latest price at 5.247 yuan per share, reflecting a premium of approximately 60% over its net asset value [1] - On January 30, silver experienced a historic drop, plummeting by 36%, marking the largest single-day decline in history [1] Group 2 - The Guotou Ruijin Fund issued a statement regarding the trading rules for the Guotou Silver LOF, urging investors not to believe market rumors and to make rational decisions [1] - There were widespread inquiries on social media from investors about the implications of the silver fund's trading on the following Monday, alongside rumors that there would be no trading limits upon resumption [1]

光明日报消息，根据北京大学数学科学学院网站信息， 从2026年2月起，该院教师韦东奕正式获聘北京 大学长聘副教授。 据北京大学人事部官网发布的相关规定，学校已全面实施以教研系列预聘—长聘制度为核心的教师聘用制 度， 教研系列职位由预聘职位和长聘职位组成，包括助理教授、副教授和教授。 另外，经学校授权批 准，助理教授和副教授可同时拥有副研究员或研究员学术头衔。 记者查阅《北京大学教研系列职位管理办法（试行）》还发现， 获聘长聘职位的人员签署无固定期限聘 用合同。 教研系列人员各项福利待遇与专业技术职务级别有关时，预聘职位人员参照副高级标准执行， 长聘职位人员参照正高级标准执行。 日前，北京市科学技术委员会、中关村科技园区管理委员会官网发布了《2025年度北京市科学技术奖杰 出青年中关村奖评审结果公示通知》。其中，北京大学韦东奕位列"2025年度北京市科学技术奖评审委员 会评审结果目录杰出青年中关村奖"候选人目录，提名者为文兰、王诗宬——二人均为数学家、中国科学 院院士。 韦东奕求学生涯均在北大度过。2017年12月至2019年11月，任北京国际数学研究中心博士后。2019年 12月起，任北京大学助理教授。 来源 ...

Group 1 - The China Securities Regulatory Commission (CSRC) is proposing to expand the types of strategic investors and clarify minimum shareholding requirements, allowing various institutional investors such as social security funds and public funds to act as strategic investors with a minimum shareholding of 5% [2][3] - The CSRC emphasizes that capital investors must hold a significant proportion of shares for a long term and participate in corporate governance, while also requiring them to have a deep understanding of the company's industrial development [3][4] Group 2 - CSRC Chairman Wu Qing held discussions with representatives from domestic and foreign listed companies to gather opinions on enhancing the capital market's adaptability and improving the quality and investment value of listed companies [3][4] - The CSRC aims to consolidate the positive momentum of the capital market, focusing on risk prevention, strong regulation, and promoting high-quality development, while also enhancing the efficiency of refinancing and supporting the globalization of listed companies [4] Group 3 - Fenglong Co. and Jiamei Packaging announced the end of their stock suspension, with Fenglong's stock set to resume trading on February 2, 2026, after confirming no significant changes in its main business [5][6] - Jiamei Packaging's stock also resumes trading on February 2, 2026, despite a significant price increase that deviated from its fundamentals, with an expected net profit decline of 53.38% to 43.02% year-on-year [6] Group 4 - The National Development and Reform Commission and the National Energy Administration have issued a notice to improve the capacity pricing mechanism for power generation, including establishing a new capacity pricing mechanism for independent energy storage [7][8] - The notice aims to enhance fair competition among different technology types in the power industry and is expected to have minimal impact on electricity costs for residential and agricultural users [8] Group 5 - The transformer industry in China is experiencing a surge in demand due to the global AI computing power boom, with many factories operating at full capacity and orders extending to 2027 [9] - China's transformer export value is projected to reach 64.6 billion yuan in 2025, representing a nearly 36% increase from 2024 [9] Group 6 - The Ministry of Finance and the State Taxation Administration announced adjustments to the VAT tax rate applicable to telecommunications services, which will affect the revenue and profits of major telecom operators [10] - The adjustment will change the applicable tax category for services provided by major telecom operators from value-added telecommunications services to basic telecommunications services, increasing the VAT rate from 6% to 9% [10] Group 7 - The semiconductor industry is witnessing a significant increase in demand, with South Korea's semiconductor exports reaching $20.5 billion in January, a year-on-year increase of over 102% [11] - Domestic chip manufacturers are raising prices across various segments, with increases of up to 80% expected to continue into the first half of 2026 [11]

在"金银珠宝"赛道的强势助力下，公募2026年开年首月收益最高达54.76%。 2026年开年首月，A股市场结构性行情特征凸显，权益类基金赚钱效应释放、业绩喜迎开门红。其中，资源主 题基金强势霸屏业绩榜单，在首月收益率十强基金中，九只基金均重仓配置资源赛道，周期已成基金经理开年 选股的最大偏好，去年风靡市场的科技行业基金，仅占据一个席位，公募业绩榜单的行业主题特征已上演一轮 快速切换。 资源赛道领跑基金业绩排名 Wind数据显示，截至2026年1月31日，主动权益基金业绩表现抢眼，产品收益强势冲高。其中，西部利得策略 优选、西部利得新动力、前海开源金银珠宝混合位列收益前三名，收益率分别达到54.76%、53.93%、 49.30%。此外，西部利得行业主题、华富永鑫灵活配置、万家周期视野、银华同力精选、银华内需精选、广 发远见智选混合、山证资管精选行业等多只基金也跻身前十强，同期收益率均突破40%。 从投资策略来看，开年首月的业绩十强产品大多采取赛道化操作思路。从行业偏好分析，上述产品的重仓方向 几乎一致指向资源品赛道，仅广发远见智选一只基金为科技主题基金，该产品由基金经理唐晓斌管理，其将布 局重心放在半导体存 ...

责编： 刘珺宇 校对： 许欣 百万用户都在看 AI，突传重磅！四大巨头，同时出手！ 盘中暴涨25%！芯片巨头，释放重磅信号! 深夜"血洗"！白银，史诗级暴跌！黄金，40年最大跌幅！ 事关中美经贸磋商！刚刚，商务部发声！ 尾盘异动！A股，三大信号"闪现" 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 2月1日， 中国工商银行股份有限公司发布" 关于进一步做好贵金属市场风险防范的提示"。 工行表示，近期国内外贵金属价格波动剧烈，市场不确定性显著增强。建议您在审慎评估自身风险承受能力的 基础上，保持理性投资心态，避免盲目追涨杀跌。建议从中长期视角考虑，坚持分批分散、适度均衡的原则进 行投资配置。请密切关注行情变化，合理控制持仓规模，有效防范市场波动风险。 来源："工银金行家"微信公众号 看券商中国 知天下财经 券中社 12 券商中国 Ｘ 券中社 扫码下载 券 中 社 A P P 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 群 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 ...

新年新气象，基金经理新人密集上岗。 | 周波昂 | 男 | 侧工 | 2026-01-23 | 甲庚星金 | | --- | --- | --- | --- | --- | | 潘科 | 男 | 硕士 | 2026-01-22 | 安信基金 | | 张子健 | 男 | 硕士 | 2026-01-21 | 鹏非基金 | | 于智伟 | 場 | 硕士 | 2026-01-21 | 九泰基金 | | 胡涛 | 男 | 硕士 | 2026-01-21 | 平安基金 | | रूर्य | 女 | 硕士 | 2026-01-20 | 长盛基金 | | 王梦恺 | 男 | 硕士 | 2026-01-20 | 南华基金 | | 陈祥 | 男 | 博士 | 2026-01-20 | 天弘基金 | | 李嘉琪 | 女 | 博士 | 2026-01-20 | 长江证券(上海)资管 | | 郭威 | 男 | 硕士 | 2026-01-20 | 国联基金 | | 丁仲元 | 男 | 硕士 | | 2026-01-20 国泰海通证券资管 | | 卓佳亮 | 男 | | 2026-01-19 | 天治基金 | | 刘裴 。 | E | ...

2月1日消息，王石近日在朋友圈和视频主页更新了最新动态，疑似回应失联传言。王石在发布的骑行视 频中专门标注了时间为1月30日，当日他在深圳马峦山骑行14.44公里，历时两个小时。 来源：每日经济新闻、王石视频号 责编： 刘珺宇 校对： 彭其华 百万用户都在看 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 , AI，突传重磅！四大巨头，同时出手！ 盘中暴涨25%！芯片巨头，释放重磅信号! 深夜"血洗"！白银，史诗级暴跌！黄金，40年最大跌幅！ 事关中美经贸磋商！刚刚，商务部发声！ 尾盘异动！A股，三大信号"闪现" 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 F 看券商中国 知天下财经 ...

Core Viewpoint - The global semiconductor industry is experiencing a significant surge in demand, particularly driven by the AI wave, as evidenced by South Korea's semiconductor exports reaching $20.5 billion in January, a year-on-year increase of over 102% [1][2]. Group 1: Semiconductor Export Growth - South Korea's semiconductor exports in January 2026 reached $20.5 billion, marking a 102.7% year-on-year increase and the second-highest monthly record in history [2]. - The overall export value for South Korea in January increased by 33.9% year-on-year to $65.85 billion, setting a historical record for the same period [2]. - The trade surplus for South Korea in January was $8.7 billion, with a continuous surplus for 12 months [2][3]. Group 2: Price Increase in Semiconductor Industry - A price increase trend is sweeping through the semiconductor industry, with companies like Yingjixin, Zhongwei Semiconductor, and Guokai Microelectronics announcing price hikes of up to 80% for various chip products [4][6]. - Zhongwei Semiconductor announced price adjustments for MCU and Norflash products, with increases ranging from 15% to 50% [6]. - Guokai Microelectronics reported price increases of 40% for 512Mb KGD products, 60% for 1Gb KGD products, and 80% for 2Gb KGD products, indicating a strong upward pricing trend expected to continue into the first half of 2026 [6]. Group 3: Demand Dynamics - The demand for AI chips and storage chips is surging due to global cloud service providers expanding AI data centers, leading to shortages and price increases for server CPUs from major manufacturers like Intel and AMD [7]. - Analysts predict that the overall supply of global storage will remain tight throughout 2026, with AI demand growth outpacing production capacity expansion [7]. - The domestic storage industry in China is expected to benefit from the ongoing shortage and price increase trends across multiple segments [7].

蓬勃发展的债券ETF竟成部分公募冲量的工具。 2026年开年，债券ETF遭遇超1000亿元资金出逃，与2025年末机构借其冲规模的操作形成鲜明反差。数据显 示，自去年开始，债券ETF凭借规模易扩容、工具属性突出等优势，已成为一些机构季节性冲量的首要选择。 阶段性放量特征明显 年末全力冲规模，开年资金火速离场，债券ETF规模上演"过山车"走势。 2025年底，债券ETF规模一路攀升，阶段性放量特征明显。 截至2025年12月31日，全市场债券ETF总规模达8290.24亿元，历史首次突破8000亿元，较年初增长6550.51亿 元，同比增长377%，增幅位居各类ETF之首，成为2025年公募行业中扩容最为显著的产品类型之一。 从细分品种来看，年内债券ETF的扩容主要是基准做市信用债ETF与科创债ETF的发行，不少头部公募参与到 债券ETF的集中发行并快速放量，对债券ETF整体规模增长形成了重要支撑。 债券ETF规模在2025年底迎来加速向上冲刺的态势。 单去年12月份，就有超千亿元资金净流入债券ETF，数家公募的科创债ETF单月分别收获超百亿元资金净流 入，净流入金额超10亿元的债券ETF数量达到23只。 不过 ...

令和新选组共同代表大石晃子表示，近期有日本媒体披露，"世界和平统一家庭联合会"（原"统一教会"）相关 团体，曾以购买"政治资金派对券"的方式，向高市所在的自民党支部提供资金。她原计划在节目中就此当面向 高市提出质询，但因高市缺席未能实现。她要求高市"在投票日前向国民作出说明"。 在近日举行的另一档党首讨论节目中，一些日本媒体注意到，当大石就高市与"统一教会"的关系向高市提出质 询时，高市脸色突变，明显面露不悦，相关画面引发热议。 责编： 刘珺宇 校对： 许欣 来源：政事儿 新华社消息，日本首相高市早苗2月1日以身体不适为由，临时取消当天上午参加日本广播协会一档党首讨论电 视直播节目，引发在野党广泛批评。 百万用户都在看 AI，突传重磅！四大巨头，同时出手！ 盘中暴涨25%！芯片巨头，释放重磅信号! 深夜"血洗"！白银，史诗级暴跌！黄金，40年最大跌幅！ 事关中美经贸磋商！刚刚，商务部发声！ 尾盘异动！A股，三大信号"闪现" 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 日本自民党代理政调会长田村宪久当天代高市出席该节目。他向媒体说明称， 高市在此次众议院选举初期手 部已有 ...