今天（2月6日），中央纪委国家监委网站连发四份通报。 海南省委原常委、秘书长倪强严重违纪违法被开除党籍和公职 经中共中央批准，中央纪委国家监委对海南省委原常委、秘书长倪强严重违纪违法问题进行了立案审查调查。 经查，倪强丧失理想信念，背弃初心使命，妄议党中央大政方针，贯彻落实党中央重大决策部署打折扣、搞变通，对抗组织审查，长期搞迷信活动；违反 中央八项规定精神，特权思想严重，为本人及亲属谋求特殊待遇，顶风违纪、违规接受宴请；在干部选拔任用等工作中为他人谋取利益；纵容配偶不实际 工作而获取薪酬，违规收受礼品礼金；目无法纪，毫无敬畏，利用职务便利为他人在项目承揽、企业经营等方面谋利，并非法收受巨额财物。 倪强严重违反党的政治纪律、组织纪律、廉洁纪律和生活纪律，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《中国共产党纪律处分条例》《中华人民共和国监察法》《中华人民共和国公职人员政务处分法》等有关规定，经中央纪委常 委会会议研究并报中共中央批准，决定给予倪强开除党籍处分；由国家监委给予其开除公职处分；终止其海南省第八次党代会代表资格；收缴其违纪违法 所得；将其 ...

Core Viewpoint - Amazon's significant capital expenditure plan for 2026, projected at $200 billion, has raised concerns among investors, leading to a notable decline in its stock price despite exceeding revenue expectations for Q4 2025 [1][6]. Financial Performance - In Q4 2025, Amazon reported total revenue of $213.39 billion, surpassing analyst expectations of $211.33 billion, while earnings per share (EPS) were $1.95, slightly below the forecast of $1.97 [4]. - Amazon Web Services (AWS) revenue reached $35.58 billion, marking a 24% year-over-year growth, the fastest in 13 quarters [4]. - Advertising revenue was $21.32 billion, exceeding expectations and growing 23% year-over-year [4]. - North America sales grew 10% to $127.1 billion, while international sales increased 17% to $50.7 billion, with a growth rate of 11% when excluding currency fluctuations [4]. Capital Expenditure Plans - Amazon's capital expenditure for 2026 is expected to reach approximately $200 billion, significantly higher than the $131 billion spent in 2025 and exceeding analyst expectations of $146.6 billion [5]. - CEO Andy Jassy attributed the large investment to strong demand for existing services and opportunities in AI, chips, robotics, and low Earth orbit satellites, primarily focusing on AWS infrastructure [5]. - The company has initiated a $11 billion AI data center project, "Project Rainier," to support workloads for Anthropic [5]. Market Reaction - Following the earnings report, Amazon's stock fell 4.56% during regular trading and dropped over 11% in after-hours trading due to concerns about short-term profit pressures and the long-term return on the substantial investment [6]. Future Outlook - For Q1 2026, Amazon expects sales between $173.5 billion and $178.5 billion, indicating a year-over-year growth of 11% to 15%, slightly above analyst expectations [8]. - The company is focusing on integrating AI technology across its business segments, with its AI shopping assistant, Rufus, having 300 million users and a 60% higher conversion rate for users [8]. - Jassy introduced the concept of "Agentic shopping," suggesting that retailers with extensive product offerings and customer trust will have a competitive edge in the AI era [8]. Strategic Initiatives - Amazon is promoting its self-developed chips to address high costs in the AI chip market, with the Trainium series showing rapid deployment and significant revenue growth [10]. - The company is also optimizing its cost structure through workforce reductions, announcing layoffs of approximately 16,000 employees following a previous reduction of 14,000 [12].

Core Viewpoint - The A-share market opened lower but rebounded, with major indices turning positive, particularly driven by a significant rise in the basic chemical sector [1][3][6]. A-share Market Performance - The A-share market saw a low opening but ended up with all major indices in the green by noon, with the Shanghai Composite Index up by 0.11%, Shenzhen Component Index up by 0.65%, and the ChiNext Index also up by 0.65% [3]. - Over 3,800 stocks in the market were in the positive territory [3]. Sector Performance - The basic chemical sector experienced a notable surge, with an increase of nearly 3%, leading to a wave of stocks hitting the daily limit up, including Jin Niu Chemical, Cangzhou Dahua, Baihehua, and others [6]. - Specific stocks in this sector showed significant gains, such as Jiangtian Chemical up by 14.52%, Shuangle Co. up by 11.07%, and Jin Niu Chemical up by 10.06% [7]. Hong Kong Market Performance - The Hong Kong market, represented by the Hang Seng Index, initially dropped over 2% but later reduced its losses [13]. - Notable stocks in the Hang Seng Index included AIA Group and HSBC Holdings, which led the decline, while companies like Xinyi Solar and WuXi AppTec showed stronger performance [13]. Southbound Capital Inflow - There was a substantial net inflow of southbound capital, exceeding 10 billion HKD in the morning session [15][17]. - This trend indicates a growing interest in Hong Kong stocks, particularly in the technology sector, which is seen as having attractive valuations compared to U.S. stocks [17].

以下文章来源于e公司 ，作者证券时报 刘灿邦 资本向"新"行，瀚海变绿洲。证券时报记者从新疆证监局获悉，"十四五"时期，新疆辖区上市公司增量扩容，首发上市7家，2025年末共有上市公司62家， 总市值从2020年末的6062.82亿元，增长至2025年末的10200.71亿元，增长68.25%，新疆板块投资价值显著攀升。新疆市场主体多元创新融资新路径，通过 发行股票、债券、ABS、REITs等累计直接融资额达到3647.65亿元，为企业引来发展源头活水。行业机构在疆布局持续优化，区域性股权市场创新发展，综 合服务实力不断增强。 上市公司发展"量质齐升" "十四五"时期，新疆辖区上市公司作为区域经济发展的"压舱石"，积极发挥示范带头作用。能源、工业、特色农业、文旅领域的上市公司引领当地将资源优 势转化为经济优势。从2024年数据来看，上市公司营业总收入从2020年的5333.14亿元，增长至2024年的7097.82亿元，增幅33.09%；研发投入从2020年的 53.20亿元，增长至2024年的115.46亿元，增幅117.03%。截至2024年末，新疆上市公司总资产3.43万亿元，较上年末增长4.13%；净 ...

Core Viewpoint - Shenzhen's capital market has reached a milestone with the total number of listed companies exceeding 600, showcasing a diverse and balanced industrial structure with significant contributions from various sectors [1][2]. Group 1: Recent Listings and Industry Highlights - In early 2026, six companies from Shenzhen went public, including Eastroc Beverage and North Chip Life, marking a rapid increase in listings [2]. - Notable new entrants include Eastroc Beverage, a leader in the functional beverage sector, and Dazhu CNC, recognized for its comprehensive PCB equipment offerings [2]. - The emergence of these companies illustrates Shenzhen's diverse industrial landscape, spanning consumer goods, hard technology, and high-end manufacturing [2][3]. Group 2: Technological Strength and R&D Investment - Shenzhen's listed companies exhibit high technological content, with approximately 80% of new listings being from the Sci-Tech Innovation Board and Growth Enterprise Market [5][6]. - R&D investment among Shenzhen's listed companies is projected to reach 210.3 billion yuan in 2024, nearly doubling since 2020, with a significant increase in R&D spending compared to national averages [6]. - The performance of these companies is robust, with a reported revenue of 5.20 trillion yuan and a net profit of 457.8 billion yuan in the first three quarters of 2025, reflecting a year-on-year growth of 7.36% and 3.98% respectively [6][7]. Group 3: Shareholder Returns and Market Confidence - Shenzhen's listed companies have returned nearly 990 billion yuan in dividends during the "14th Five-Year Plan" period, significantly exceeding the amount raised through equity financing [7]. - In the first three quarters of 2025, 52 companies announced cash dividends totaling 50.2 billion yuan, with a payout ratio exceeding 30% [7]. Group 4: Supportive Ecosystem and Policy Framework - Shenzhen has established a comprehensive support system for high-quality development of listed companies, focusing on financing services, mergers and acquisitions, and capital market reforms [9][10]. - Direct financing for Shenzhen enterprises exceeded 2.8 trillion yuan during the "14th Five-Year Plan" period, with over 110 companies raising more than 110 billion yuan through IPOs [10]. - The city has a strong pipeline of high-tech enterprises, with over 20,000 national high-tech companies and 1,333 specialized "little giant" firms contributing to a robust reserve of potential listings [10][11].

END 记者6日从国家医保局获悉，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 化流程与服务，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：新华社 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。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 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 时报会客厅 丨 十大明星私募访谈 丨 昨夜！美股、黄金、白银、比特币齐跌，中概股逆势走强 丨 深夜！中国资产大涨 丨 全线暴跌， 超21万人爆仓！比特币，跌破7万美元关口 丨 10天7个"20cm"涨停板！300344，停牌核查！存在重 大违法强制退市风险 丨 A股春节休市安排，来了→ 丨 豪掷7.17亿美元！美团收购叮咚买菜！ 丨 "小洛熙"事件最新通报 丨 重要进展！两家存退市风险上市公司部分账户被监管冻结 证 券 时 报 新 媒 体 矩 阵 总 自 P 数据宝 人民财讯 券商中国 e公司 全景财经 北证 新財富 ...

Core Viewpoint - The article outlines the implementation opinions of the Ministry of Agriculture and Rural Affairs regarding the modernization of agriculture and rural areas, emphasizing the importance of agricultural work in 2026 as the start of the "14th Five-Year Plan" period. Group 1: Agricultural Production Capacity and Quality - Emphasis on maintaining grain and oil production, ensuring stable grain output around 1.4 trillion jin, and promoting high-performance machinery and integrated technology to enhance productivity [6][7] - Development of modern facility agriculture, including energy-efficient greenhouses and modern breeding facilities [3][9] - Strengthening agricultural technology innovation and integrating it with industry innovation [3][16] Group 2: Livestock and Aquaculture Development - Focus on modernizing livestock production, including managing pig production and supporting dairy industry recovery [7][8] - Promotion of high-quality aquaculture practices and the development of deep-sea farming [8] Group 3: Food Supply and Safety - Development of a diversified food supply system and enhancement of food safety standards through comprehensive quality control measures [9][11] - Implementation of a new round of soil improvement and land quality enhancement initiatives [19][20] Group 4: Rural Revitalization and Poverty Alleviation - Establishment of a normalized assistance policy system to maintain financial support and resources for rural revitalization [12][13] - Continuous monitoring and support for poverty alleviation to prevent a return to poverty [13][14] Group 5: Agricultural Technology and Equipment - Promotion of agricultural technology innovation and the establishment of a robust agricultural machinery development framework [16][17] - Implementation of smart agriculture initiatives, including the use of AI, drones, and IoT in agricultural practices [18] Group 6: Sustainable Agricultural Practices - Focus on ecological low-carbon agriculture and the promotion of efficient resource utilization [20][21] - Strengthening the management of agricultural inputs and promoting the use of organic fertilizers [20] Group 7: Rural Infrastructure and Living Conditions - Improvement of rural infrastructure and public services to enhance living conditions in rural areas [24][25] - Promotion of cultural heritage and community governance to foster a harmonious rural environment [25][29] Group 8: Rural Reform and Economic Vitality - Stabilization of land contracting relationships and promotion of modern agricultural management systems [26][27] - Support for the development of rural collective economies and the establishment of a standardized rural property trading market [28] Group 9: Financial Support and Policy Implementation - Prioritization of public budget investments in agriculture and rural areas, along with the optimization of financial support mechanisms [30][31] - Enhancement of agricultural support policies to stabilize prices and ensure farmers' income [31][32]

中概股逆势走强。 当地时间2月5日（周四），美股三大指数齐跌，截至收盘，道指跌1.2%，纳指跌1.59%，标普500指数跌1.23%，热门科技股普遍下跌，但纳斯达克中国金 龙指数收涨0.9%。此外，贵金属与加密货币齐跌，伦敦金现跌幅超3%，伦敦银现跌幅超19%，比特币跌超10%。 美股科技股普跌，中概股上涨 当地时间2月5日，美股大型科技股普跌，英伟达跌超1%，特斯拉跌超2%，AMD跌超3%，亚马逊、微软跌超4%，超微电脑和高通跌超8%。据高通公布的 2026财年第一财季业绩，公司营收为122.5亿美元，同比增长5%；经调整净利润37.81亿美元，同比下降1%。由于第二财季的营收和盈利预测均未能达到 市场预期，高通股价已经跌至9个月以来的低点。 根据美国劳工统计局当地时间周四公布的数据，美国2025年12月空缺职位数量进一步降至654万，低于经济学家的预期。这意味着，美国当月职位空缺数 量已经降到了2020年以来最低水平，且裁员人数有所回升，进一步证明美国劳动力需求趋于疲软。 不过，纳斯达克中国金龙指数逆势上涨0.9%。蔚来、亚朵涨超5%，百胜中国涨超4%，中通快递、名创优品、文远知行、唯品会涨超3%，理想汽 ...

美伊核问题谈判在即。 据伊朗外长阿拉格齐此前发布的消息，阿曼当地时间2月6日上午10时（北京时间下午2时）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围限于核问 题，但美国国务卿鲁比奥说谈判内容还必须包括伊朗的弹道导弹计划。 美国在核问题上对伊朗的要求有"三不"：不得制造核武器、不得进行铀浓缩、不得拥有浓缩铀。伊朗则始终坚称不寻求发展核武器，但其和平利用核能的 权利不可被剥夺。2025年，在阿曼斡旋下，伊朗和美国曾举行五轮间接谈判。但同年6月，以色列突袭伊朗引发双方"12日战争"，在此期间，美国轰炸伊 朗关键核设施，伊美谈判自此中断。 伊朗外长率核问题谈判代表团抵达阿曼首都 阿曼当地时间6日凌晨，伊朗外交部长阿拉格齐率领的代表团抵达阿曼首都马斯喀特，将出席当天与美国代表团举行的核问题谈判。 据悉，代表团成员还包括伊朗外交部政治事务副部长拉万奇、法律与国际事务副部长加里巴巴迪以及外交部发言人巴加埃等多名外交官。 一名谈判代表团成员表示，本轮对话的重点将仅限于核问题，媒体关于其他潜 ...

Core Viewpoint - The article highlights the vibrant economic activities in Yiwu, particularly in the context of the upcoming Spring Festival, showcasing the city's role as a major hub for small commodity trade and its significant contributions to China's foreign trade growth [3][4][6]. Group 1: Economic Performance - In 2025, Yiwu's total foreign trade import and export value reached 836.5 billion yuan, marking a year-on-year increase of 25.1%, with exports alone amounting to 730.7 billion yuan, up by 24.1% [3]. - Yiwu is a leading supplier of festive products, with statistics indicating that 80% of global festive goods originate from the city, reflecting a rising index for festive products, particularly those related to the Spring Festival [3]. Group 2: Business Adaptation and Growth - Local merchants, such as Wang Nan, reported a conservative estimate of over 20% sales growth in 2025, despite previous concerns over U.S. tariffs [4]. - During the Spring Festival, while Yiwu International Trade City will be closed, merchants like Wang Nan will continue operations through online orders, ensuring rapid delivery within two hours [5]. - Yiwu businesses are actively participating in international trade exhibitions, with plans for over 1,500 foreign trade enterprises to engage in overseas events throughout the year, aiming to secure orders and expand market reach [5]. Group 3: Cultural Significance - Yiwu is designated as a sub-venue for the CCTV Spring Festival Gala, symbolizing its cultural importance and economic vitality, with decorations and themed products prominently displayed throughout the city [3][6].