Group 1 - The core viewpoint of the article is that Guotou Ruijin is taking proactive measures to address investor concerns following significant valuation adjustments of its silver futures investment fund [1][2]. - The company emphasizes its commitment to investor rights and will respond to investor demands while minimizing the impact of valuation adjustments [1]. - A working group has been established to facilitate investor claims through various legal channels such as mediation and arbitration [1]. Group 2 - Recent fluctuations in silver prices have prompted Guotou Ruijin to adjust the valuation method for its silver futures contracts, effective February 2, 2026 [2]. - The fund will now reference international market prices at 3 PM Beijing time for the valuation of specific silver futures contracts, aiming for a more accurate reflection of market changes [2]. - The latest net asset value of the Guotou Silver LOF fund was reported at 2.2494 yuan, representing a decline of over 31% from the previous trading day, marking a rare historical event [3].

针对近期快手平台出现大量色情低俗内容直播问题，在国家互联网信息办公室指导下，北京市互联网信息办公室依法对北京快手科技有限公司涉 嫌违法行为进行立案调查。经查实，快手平台未履行网络安全保护义务，未及时处置系统漏洞等安全风险，未对用户发布的违法信息立即采取停 止传输、消除等处置措施，情节严重，影响恶劣。 2月6日，北京市互联网信息办公室依据《中华人民共和国网络安全法》《中华人民共和国行政处罚法》等法律法规，对北京快手科技有限公司处 警告、1.191亿元人民币罚款处罚，同时责令其限期改正、依法依约处置账号、从严处理责任人。 北京市互联网信息办公室将持续加大网络执法力度，依法严厉打击各类违法行为，督促网站平台严格落实主体责任，切实保障网络安全，保护人 民群众合法权益，维护网络空间天朗气清。 综合自：央视新闻、快手 快手随后发布致歉声明。 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时 ...

Group 1 - The core viewpoint of the article highlights the increasing global interest in China, particularly through the trending topic "Becoming Chinese," which reflects a blend of traditional and modern experiences in the country [2][3] - The Chinese Ministry of Foreign Affairs reported that by 2025, the number of foreign visitors entering and exiting China is expected to exceed 82 million, representing a year-on-year increase of 26.4%, with visa-free entries rising by nearly 50% [3] - The upcoming Chinese New Year is seen as a significant cultural event, with recent data indicating that foreign tourist flight bookings to China for the holiday have surged over 400% compared to the previous year [3] Group 2 - The article also addresses the call from China for the United States to resume strategic stability dialogues with Russia regarding the New START treaty, emphasizing the importance of maintaining global strategic stability [4] - In response to questions about the U.S.-Iran nuclear negotiations, the Chinese Ministry of Foreign Affairs expressed a desire for all parties to resolve differences through dialogue to maintain regional peace and stability [6]

Core Viewpoint - The article discusses the current volatility in the non-ferrous metals market, driven by factors such as the Federal Reserve's interest rate narrative and profit-taking activities, indicating a shift in trading patterns while maintaining a positive long-term outlook for the sector [2][8]. Group 1: Market Dynamics - Recent fluctuations in prices of precious metals like gold and silver, as well as non-ferrous metals such as copper, aluminum, lead, and zinc, have been significant due to the Federal Reserve's changing narrative and profit-taking [2]. - Market institutions suggest that the non-ferrous metals sector will enter a phase of reduced volatility in the short term, with a supportive fundamental backdrop expected in the latter part of the first quarter [2][8]. - The current non-ferrous cycle is characterized by a backdrop of de-globalization, reshaping of overseas manufacturing, and unconventional inventory accumulation, which may lead to a prolonged cycle compared to traditional monetary cycles [2][8]. Group 2: Impact of Federal Reserve Nomination - The nomination of Kevin Warsh as the Federal Reserve Chairman has been identified as a catalyst for increased market volatility, as his hawkish stance during his tenure as a Fed governor has raised concerns among investors [4][5]. - The market's reaction to Warsh's nomination has led to a "hawkish trade," resulting in rising U.S. Treasury yields and a stronger dollar, which negatively impacted assets benefiting from dollar liquidity [4][5]. - Analysts believe that while the hawkish narrative from the Fed has contributed to recent volatility, the fundamental logic supporting the metals market remains intact, with strong demand and low supply continuing to drive prices [6][9]. Group 3: Long-term Outlook - Analysts maintain a positive long-term outlook for the non-ferrous metals sector, expecting a resurgence of upward momentum in prices by mid-year, supported by strong fundamentals [8][9]. - Key metals such as gold, copper, and aluminum are recommended as foundational investment choices, with additional interest in minor metals like rare earths, natural uranium, and tin [9]. - The ongoing global inventory accumulation trend, driven by de-globalization, is anticipated to provide new growth points for metal prices, reinforcing the bullish sentiment in the market [9].

Market Overview - A-shares experienced fluctuations with major indices initially rising before closing lower; the Shanghai Composite Index fell by 0.25% to 4065.58 points, while the Shenzhen Component Index and the ChiNext Index dropped by 0.33% and 0.73% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets was approximately 2.16 trillion yuan, a decrease of about 300 billion yuan from the previous day [1] Sector Performance - The tourism, liquor, and retail sectors collectively declined, while the oil, chemical, and power sectors showed strength [1] - The oil sector saw significant gains, with stocks like Zhuan Oil and Intercontinental Oil rising to their daily limits; Zhuan Oil opened at the limit down but rebounded to close at the limit up, showcasing a "floor to ceiling" trading pattern [3][4] - The chemical sector also performed well, with Jiangtian Chemical rising nearly 12% and several other stocks hitting their daily limits due to price increases in various chemical products [7] - The lithium battery sector surged, with stocks like Zhenyu Technology and Wanrun New Energy rising over 10% [9][10] - The robotics sector was active, with stocks such as Kailong High-Tech and Tianqi Co. reaching their daily limits [13][14] Oil Market Insights - WTI and Brent crude oil futures both rose by over 1% [6] - Analysts predict that the Brent oil price will stabilize between $55 and $65 per barrel by 2026, while WTI is expected to range from $52 to $62 per barrel [6] Chemical Sector Dynamics - The chemical sector is experiencing price increases across multiple products, driven by the cancellation of export tax rebates, which has accelerated export activities [7] - The "anti-involution" policy is expected to strengthen supply-side constraints, benefiting certain sub-industries such as chlor-alkali, pesticides, and polyester filament [7] Lithium Battery Sector Outlook - The lithium battery sector is projected to improve in supply and demand dynamics by 2025, with product prices and corporate profitability expected to stabilize [11] - The average market price of battery-grade lithium carbonate has exceeded 140,000 yuan per ton, reflecting a 140% increase from the 2025 low [10] Robotics Sector Developments - The humanoid robot sector is gaining traction, with significant developments expected in 2026, including the mass production of Tesla's Optimus robot [15] - The upcoming Spring Festival Gala will feature a diverse lineup of robotics companies, indicating a growing interest and investment in this technology [15]

京东公开了001号快递员金宜财退休后的生活状况。 "京东黑板报 " 微信号2月6日上午发文称，金宜财现在过得充实富足，每月4000多元养老金准时到账， 还靠着打拼积攒下的积蓄和理财存到了100多万元，"房子不缺，车也有了，就是浑身还有使不完的 劲"。 2009年，金宜财成为京东物流在无锡的第一位快递员，拿到了"NO.WXP001"号工牌。2024年1月，年满 60岁的他正式退休。该消息一度登上网络热搜。 据称，金宜财在入职京东物流后一度因体力和精力双重压力打算辞职另寻他路。公司得知他要辞职的消 息后非常重视，最后由刘强东出面和他沟通。刘强东对他表示："老金，你一定要相信我，如果你再干5 年还买不上房子，我自己掏钱送你一套。" 此后，他果然在入职后的第五年在无锡买了第一套房，还把一家人都接过来了。 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 点击关键字可查看 金宜财过上安稳退休生活的背后，源自刘强东给"兄弟们"的保障。 有媒体报道，京东物流自创立以来，始终坚持 ...

紧急澄清。 爱尔眼科（300015）2月6日发布公告称，公司关注到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（以下简称"襄阳恒泰康"）与爱尔眼科直接关联。公司现就有关情况澄清说明如下： 襄阳恒泰康非爱尔眼科所属企业。 该公 司为爱尔医疗投资集团有限公司（简称"爱尔医疗投资"）与其他投资方合资设立的四级子公司。襄阳恒泰康由其医院管理团队经 营。爱尔医疗投资不参与襄阳恒泰康的日常经营管理。爱尔眼科与湖南恒泰康康复医疗产业发展有限公司及其下属机构不存在股 权控制、业务关联或经营管理关系。 公告还称，公司及实际控制人陈邦始终坚持依法合规经营，严格执行国家关于医疗服务、医保基金使用和患者权益保护的相关法 律法规，对任何违法违规行为持"零容忍"态度。 二级市场上，截至2月6日收盘，爱尔眼科跌3.82%，股价报11.07元/股，总市值为1032亿元。 综合自：公司公告等 责编：李丹 校对：杨立林 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。 据媒体此前报道，湖北多家精神专科医院被曝可能存在虚构诊疗项目、套取医保资金等 ...

国家卫生健康委就预制菜食品安全国家标准公开征求意见。 2月6日，国家卫生健康委就预制菜食品安全国家标准公开征求意见，重点从食品安全和营养健康 方面对预制菜作出规定，明确预制菜的定义及其原料、食品添加剂使用、生产过程、营养品质、 包装、标签标识、经营过程和产品指标要求。 同日，市场监管总局就预制菜术语和分类国家标准向社会公开征求意见。标准界定了预制菜相关 术语，给出了预制菜的分类原则、分类类别，有利于不同类别的预制菜差异化发展，引导预制菜 产业高质量发展。 国务院食安办、市场监管总局、商务部就推广餐饮环节自主明示的公告向社会公开征求意见。公 告提出，进一步保障消费者知情权，提升餐饮服务品质，营造更加公开透明的消费环境。 预制菜国家标准，征求意见稿发布 今天（6日），国家卫健委发布了《食品安全国家标准 预制菜》（征求意见稿），面向社会公开 征求意见。 主要内容包括： 合理界定预制菜的定义与管理范畴。根据食品安全风险分析理念，结合六部门 《关于加强预 制菜食品安全监管 促进产业高质量发展的通知》 有关预制菜政策的解读说明，标准对预制菜 的概念作出进一步细化明确，规定了预制菜不包括：主食类食品、净菜类食品、即食食品和 ...

Core Viewpoint - The article emphasizes the transformation and challenges in the capital market, highlighting the need for professional investment research to optimize asset allocation, particularly in the context of the evolving public fund industry in China [1] Group 1: Industry Insights - The public fund industry is experiencing intense competition, prompting smaller fund companies to define their positioning and develop differentiated strategies to break through [2][3] - The active investment approach is being prioritized, with a focus on three core product lines: active equity investment, fixed income plus products, and index enhancement [5][6] - The importance of aligning product design with client needs is stressed, advocating for a customer-centric approach in asset management [4][5] Group 2: Investment Strategies - The article discusses the significance of the Hong Kong stock market as a key area for investing in China's new economy and technology assets, suggesting a reassessment of its allocation value [2][11] - The "fixed income plus" products are designed to provide a good holding experience for investors, focusing on loss control during unfavorable market conditions [17][22] - The investment philosophy includes a macro configuration and value selection framework, emphasizing the identification of systemic risks and opportunities [18][19] Group 3: Management and Culture - The management style is characterized by pragmatism and professionalism, with a focus on product quality and investment competitiveness [6][7] - A collaborative development system is encouraged, where departments work together to achieve strategic goals, avoiding the pitfalls of competing in non-competitive areas [7][9] - The article highlights the need for a practical research culture that emphasizes continuous improvement through practice rather than theoretical discussions [8][9] Group 4: Market Outlook - The article presents a cautious optimism regarding the current market, noting structural investment opportunities in sectors like AI, internet, and advanced manufacturing [23] - It suggests that the shift of household savings into financial markets is a long-term trend, with a gradual transition towards more stable investment products [23][24] - The focus on long-term asset allocation strategies is emphasized, particularly in light of increasing correlations among domestic assets [15][16]

公告称，微信收到用户针对元宝的反馈和投诉，其相关春节营销活动存在通过"做任务""领红包"等方式 诱导用户高频分享链接到微信群等场景，干扰平台生态秩序、影响用户体验、对用户造成骚扰。经研 判，对元宝的违规链接进行处置，限制其在微信内直接打开。相关处置措施即日生效。 微信还表示，将持续关注各类春节营销活动的运行情况，结合用户反馈，依据平台规则，切实保障用户 体验。 2月5日，百度文心助手红包分享链接也已被微信屏蔽，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。 综合自：第一财经、微信派等 责编：李丹 微信再度"封杀"。 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。 据了解，2月4日，"微信派"发布公告，对以春节为主题集中爆发的过度营销、诱导分享等违规行为进行 打击。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes ...