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“寒王”,突然跳水!
证券时报· 2026-02-03 04:23
"寒王" 寒武纪-U盘中突然跳水。 A股市场今天(2月3日)上午整体低位震荡,主要指数和板块多数上涨。 个股表现方面呈现一定分化。一方面,不少个股依旧活跃,连续涨停;另一方面,一些股票重挫,比如千亿市值公司寒武纪-U盘中突然跳水,跌幅一度 超过14%。 寒武纪-U盘中重挫 A股市场主要指数今日大幅高开,创业板指一度涨超2%,短暂冲高后集体翻绿,临近午盘,主要指数再度翻红,截至中午收盘,上证指数涨0.38%,深证 成指涨0.93%,创业板指涨0.76%。全市场超4400只个股飘红。 主要行业板块和赛道方面,若按照申万一级行业划分,国防军工板块领涨,板块盘中涨幅超过3%。机械设备、综合、基础化工等板块涨幅居前;银行、 石油石化、非银金融等板块跌幅居前。 概念板块方面,BC电池、光通信、CPO概念涨幅居前。黄金概念继续调整,四川黄金、中国黄金、招金黄金、西部黄金等多股盘中跌停。 典型个股方面,寒武纪-U今天上午突然跳水,盘中跌幅一度超过14%,成交量明显放大。截至中午收盘,寒武纪-U跌12.88%,股价报1082.09元/股,总市 值为4563亿元。 不过,仍有不少A股连续涨停。其中,横店影视今天上午连续第4个交易 ...
金、银反弹!全球资产大爆发
证券时报· 2026-02-03 01:40
昨日暴跌的金价、银价今日早盘全线飙升,截至发稿,伦敦金现、COMEX黄金双双涨近4%,均站上4800美元/盎司。 | < W | | | 伦敦金现 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | SPTAUUSDOZ.IDC | | | | | 4842.393 | | 昨结 | 4659.278 | 总量 | | 0 | | +183.115 | +3.93% 十篇 | | 4669.080 | 现手 | | 0 | | 最高价 | 4848.470 | में से එ | 0 | A 香 | | 0 | | 最低价 | 4666.083 | 구 仓 | 0 | 内 물 | | 0 | | सेनिय | 五日 | 日K | 園K | 月K | 申示 | | | 營加 | | | | 均价:0.000 | | | | 4848.470- | | | | -- - 4.06% | 4843.988 | | | | | | | | 4842.393 | | | | | | | | 9:15 4842.206 | 0 | | | | | | ...
全球首款混合动力无人运输机,首飞成功!
证券时报· 2026-02-03 01:40
来源:新华社 责编:李丹 记者2月3日从中国航天科技集团十一院获悉,由其研制的全球首款混合动力无人运输机彩虹YH-1000S近日 在重庆梁平首飞成功。 这是继2025年5月彩虹YH-1000无人运输机首飞成功后,又一款面向全球市场客户需求快速迭代的新机型, 首飞挂载与新能源汽车企业联合研发的大功率混合动力总成,缩短了起降距离、提升了载重和航程,圆满完 成空中飞行性能验证。 彩虹YH-1000S是中国航天科技集团十一院面向适航标准设计研制的大型无人运输机,可在国际物流运输投 送、应急救援减灾、人工影响天气、海洋监测、海事监管等领域发挥作用。 校对:祝甜婷 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 图为彩虹YH-1000S。(中国航天科技集团十一院供图) 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 "热钱"寻找新叙事点,昨夜存储巨头暴涨! 丨 关税突发!特朗普宣布:降至18%!印 ...
克林顿夫妇同意全面配合调查
证券时报· 2026-02-03 01:40
据央视新闻消息,当地时间2月2日,美国前总统比尔·克林顿与前国务卿希拉里·克林顿已同意接受 美国国会众议院监督委员会的问询,就杰弗里·爱泼斯坦相关调查作证。 希拉里·克林顿则表示,自己从未与爱泼斯坦有过接触。 此前该委员会计划就以藐视国会罪对二人进行表决。克林顿夫妇此前数月一直拒绝配合肯塔基州共和党 众议员詹姆斯·科默主导的调查,并称相关传票"无效且不可执行"。但在部分民主党议员加入共和党阵 营、支持推进藐视国会程序后,克林顿夫妇最终同意全面配合调查。 克林顿夫妇的律师在致科默的邮件中表示,二人将"在双方同意的时间出席取证问询",并要求国会停止 推进藐视国会程序。据悉,克林顿方面已放弃此前提出的时间限制和议题范围限制,同意接受不设时 限、涵盖更广泛内容的问询。 据此前报道,爱泼斯坦与大批美国政商名流交往密切,2019年8月死于狱中,被判定为"自杀"。特朗普 2024年竞选总统期间承诺,上台后将公布爱泼斯坦案相关文件。 1月30日,美国司法部公开涉及已故富商杰弗里·爱泼斯坦案的剩余文件,总计超过300万页。文件显 示,多名美国政商名流与这一涉嫌性犯罪并离奇死于狱中的富商相识相交,其中包括美国商务部长霍华 德·卢 ...
上市公司挑大梁 多方合力拼低空经济丨“十五五”开局新气象
证券时报· 2026-02-03 00:16
Core Viewpoint - The low-altitude economy is transitioning from experimental stages to large-scale market applications, with companies actively contributing to the realization of policy blueprints into productive forces [1][2]. Group 1: Infrastructure Development - A drone testing base in Shenzhen, built by Deep City Transportation, has been recognized as a leading case for the low-altitude economy, addressing land use and investment challenges through a dual-driven model of "full-scene testing + commercial operation" [4]. - Guangdian Measurement has established a one-stop testing platform for eVTOLs, providing airworthiness verification services for various components, including batteries and electric engines, and has made significant advancements in cybersecurity testing [4]. - The company has filled industry gaps in low-altitude communication protocol security testing and developed customized testing solutions for various communication technologies [4]. Group 2: Operational Breakthroughs - CITIC Heli has made substantial progress in the Guangdong-Hong Kong-Macao Greater Bay Area by adopting a "cargo first, passenger later" approach, with plans to launch multiple air tourism and urban transport routes by 2025 [7]. - The company completed 474 flights serving 2,137 passengers and successfully executed the first global 2-ton eVTOL logistics mission over 300 kilometers [7]. - Data accumulated from flight operations will enable future enhancements in collaborative flying and route management, establishing a competitive edge for CITIC Heli as a state-owned enterprise [8]. Group 3: Collaborative Ecosystem Building - Companies are actively participating in the formulation of national industry standards and have initiated the establishment of an international low-altitude aircraft testing standards alliance [10]. - The low-altitude economy requires collaboration among government, enterprises, and research institutions to address challenges in airspace management and coordination [10]. - Recommendations include establishing a dynamic airspace allocation mechanism and promoting pilot experiences for collaborative operations between manned and unmanned aircraft [11]. Group 4: Future Outlook - The low-altitude economy is shifting from "policy-driven" to "performance realization," with a need for more scalable application scenarios [12]. - There is a call for increased policy support for high-value application scenarios, including subsidies and tax incentives, to lower operational costs for companies [12]. - Companies are encouraged to accelerate technological development and innovate business models to enhance the feasibility and economic viability of application scenarios, ultimately achieving a commercial closed loop [12].
关税突发!特朗普宣布:降至18%!印度ETF,直线猛拉!
证券时报· 2026-02-03 00:16
关税突发。 当地时间2月2日,美国总统特朗普在社交媒体平台"真实社交"上发文称,他于当日上午与印度总理莫迪进行了电话交谈。 特朗普表示,双方达成了一项美印贸易协议,美国对印度的商品加征的所谓"对等关税"将从25%降至18%,立即生效。印度也将相应 地降低对美国的关税和非关税壁垒,直至降至零。特朗普还称,莫迪承诺将大幅增加对美国产品的采购,包括价值超过5000亿美元 的美国能源、技术、农产品、煤炭以及其他许多产品。 特朗普称,莫迪同意印度停止购买俄罗斯石油并从美国购买更多石油,印度还可能从委内瑞拉购买石油。 截至目前,白宫尚未就此发布正式消息。莫迪当天在社交媒体上发文,确认美国同意把印度输美商品关税税率降至18%。 据了解,特朗普去年8月6日签署行政令,以印度"以直接或间接方式进口俄罗斯石油"为由,对印度输美产品额外征收25%的关税。 责编:李丹 校对:祝甜婷 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 END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 ...
时报观察丨集思广益 把市场智慧转化为改革实效
证券时报· 2026-02-03 00:16
Group 1 - The China Securities Regulatory Commission (CSRC) held two symposiums to discuss the "14th Five-Year Plan" for the capital market, inviting experts, scholars, and representatives from listed companies to explore development strategies and reform paths [1] - The focus of the discussions was on deepening comprehensive reforms in capital market financing and investment, enhancing institutional inclusiveness and adaptability, which are key to supporting the modernization of the industrial system and the development of new productive forces [1] - A consensus emerged on the need for reforms to facilitate easier financing for quality enterprises and to provide stable, reasonable returns for investors, ensuring a vibrant market operating on a stable and healthy basis [1] Group 2 - On the financing side, the emphasis is on implementing the "1+6" reform of the Sci-Tech Innovation Board and accelerating the reform process of the ChiNext Board, improving listing standards to better fit emerging fields and future industries [2] - The reform aims to deepen refinancing processes and potentially introduce a shelf issuance system to enhance corporate financing efficiency, while promoting the integrated high-quality development of the Beijing Stock Exchange and the New Third Board [2] - Listed companies are seen as the foundation of the capital market and must focus on their core businesses, increase R&D investment, and effectively utilize tools like mergers and acquisitions and refinancing to strengthen governance and prevent actions that could harm company interests [2]
沪市首份年报出炉;特斯拉第三代人形机器人,即将亮相……盘前重要信息一览
证券时报· 2026-02-03 00:16
1.中共中央、国务院发布关于《现代化首都都市圈空间协同规划(2023—2035年)》(简称《规划》)的批复,同意《规划》。其中提出,着力优化京 津冀城市体系。构建"一核两翼、双城多点、双廊多圈"的首都都市圈空间格局。要充分发挥北京"一核"的辐射带动作用,加强"四个中心"功能建设,提 升"四个服务"水平,营造一流的中央政务环境。高标准高质量建设河北雄安新区,把北京城市副中心建设成为首都发展新的增长极,推动"两翼"比翼齐 飞。高质量谱写京津"双城记",天津加强北方国际航运核心区建设,共同打造区域发展高地。发挥河北节点城市支撑作用,形成优势互促、联动发展的功 能格局。 2.市场监管总局会同中央空管办、国家发展改革委等十部门联合发布《低空经济标准体系建设指南(2025年版)》,重点围绕低空航空器、低空基础设 施、低空空中交通管理、安全监管和应用场景五大核心领域,建立技术标准与管理规范融合、国内标准与国际规则融合、强制性标准与推荐性标准融合、 基础标准与场景标准融合的"四维融合"标准供给体系。到2027年,低空经济标准体系基本建立,基本满足低空经济安全健康发展需求。到2030年,低空经 济领域标准超过300项,结构优化 ...
“热钱”寻找新叙事点,昨夜存储巨头暴涨!
证券时报· 2026-02-03 00:16
Core Viewpoint - The article highlights the significant movements in the U.S. stock market, particularly focusing on the performance of major companies and the implications of recent economic data. Group 1: Stock Market Performance - On February 2, U.S. stock indices closed higher, with the Dow Jones up 1.05%, S&P 500 up 0.54%, and Nasdaq up 0.56% [1][3] - Major tech companies are set to report earnings this week, including Google, Amazon, and others across various sectors [1] Group 2: Technology Sector Insights - Micron Technology rose over 5%, while other tech stocks like Texas Instruments, Dell Technologies, and Apple saw gains exceeding 4% [5] - Apple is expected to launch a new MacBook Pro with an M6 chip, which will not utilize TSMC's latest 2nm N2P process, potentially saving costs and ensuring supply [5] - Nvidia's stock fell 2.89% amid stalled negotiations with OpenAI regarding a $100 billion investment, highlighting risks associated with reliance on a single client [6] Group 3: Semiconductor and Memory Market - SanDisk shares surged 15.44% following reports of a 35% increase in average NAND flash prices by Q4 2025, attracting investment from funds moving away from precious metals and cryptocurrencies [6] Group 4: Economic Indicators - The U.S. manufacturing PMI unexpectedly rose from 47.9 to 52.6 in January, marking the highest level since February 2022 and indicating a shift towards expansion [9][11] - The U.S. government shutdown has delayed the release of the January non-farm payroll report, affecting data collection and publication by the Bureau of Labor Statistics [10]
事关汽车门把手安全,强制性国家标准发布
证券时报· 2026-02-02 15:27
车辆电动化发展与安全需求 ▶▶ 随着电气化技术的发展和应用,汽车门把手等 关键安全部件在结构型式和系统架构等方面都发生 了全新的变化。为适应技术和产品发展趋势,工业 和信息化部组织开展《汽车车门把手安全技术要 求》标准的制定工作,规范车门把手产品设计,提 升汽车安全设计水平。 | 制定过程 | | | --- | --- | | | न्त्र (२ | | 2025.5.8 立项公示 | 组织国内整车企业、零部件企业、检 验机构等40余家单位共同开展研究。 | | 完成立项公示意见处理。 | 立项答辩 、 2025.6.19 | | 2025.7.22 、起草组会议 | 百余位行业专家多轮研讨确定标 准框架,形成标准草案。 | | 立项计划下达,起草组完善标 准草案。 | 立项下达 .. 2025.9.5 | | 2025 9.24 · 征求意见 | 完成征求意见稿,公开向社会 各界征求意见。 | | 起草组完成意见处理,形成 标准送审稿。 | 意见处理 < 2025.11.29 | | 2025.12.12 , 审查会 | 召开审查会,完成标准审查与 报批工作。 | 事关汽车门把手安全,强制性国家标准发布 ...