Core Viewpoint - Iran's president has ordered the initiation of nuclear negotiations with the United States, signaling a potential thaw in US-Iran relations and a decrease in expectations of military action against Iran, which has led to a significant drop in international oil prices [1][3]. Group 1 - Iran's president has officially ordered the commencement of specialized nuclear negotiations with the US, with high-level talks expected to occur in the coming days [3]. - The negotiations are anticipated to be conducted within the framework of the nuclear agreement, aiming to break a long-standing deadlock [4]. - Iran's Foreign Ministry spokesperson confirmed that discussions may involve direct meetings between Iranian Foreign Minister Amir-Abdollahian and US representative Robert Malley [3]. Group 2 - Iran has denied receiving any "ultimatum" from the US regarding military action, emphasizing that they are currently reviewing the overall situation and details for advancing the negotiation process [6]. - The spokesperson highlighted the importance of time in negotiations, stating that every day of reduced sanctions is considered a success [7]. - Iran's past experiences with US negotiations, including instances of betrayal and deception, will be taken into account in their decision-making process [7].

陈行甲现身新东方。 新东方创始人俞敏洪2月2日在社交媒体发文称，"陈行甲老师来新东方报到啦"，并配发了两人合影。 图片来源：俞敏洪个人账号 公开信息显示，陈行甲出生于1971年1月，本科毕业于湖北大学，硕士毕业于清华大学，历任镇长、县级市市长，2011年任巴东县委书记，2015 年6月获"全国优秀县委书记"称号。2016年12月任期届满后，他辞去公职，创立深圳市恒晖公益基金会，致力于开展公益创新、大病救助、青少 年心理健康和教育关怀、防灾救灾等公益项目。 今年1月，深圳市恒晖公益基金会创始人陈行甲因2024年年薪超过70万元而受到部分舆论质疑。1月18日晚，陈行甲公开发布视频，宣布自己将交 棒给年轻人："在这里，我做一个决定：我将正式启动交接程序，在完成有序的交棒过渡之后，我将不再从恒晖公益基金会领取薪水。" 1月20日，俞敏洪在自己个人抖音号，以新东方教育科技集团名义发布了一则通告："新东方教育科技集团，聘请陈行甲老师，为新东方教育、东 方甄选、新东方文旅总顾问，年薪150万元人民币。" 通告还表示，"同时，俞敏洪老师加入陈行甲老师的恒晖公益基金会，一起为中国青少年的健康和成长而努力！新东方教育科技集团每年 ...

Core Viewpoint - The global precious metals market has experienced significant volatility, prompting banks to issue risk warnings and adjust business rules to protect investors [1][3][11]. Group 1: Market Volatility - On January 30, COMEX gold futures fell by 8.35%, while silver futures dropped by 25.50%, marking unprecedented fluctuations [1]. - On February 2, COMEX gold futures saw a decline of over 6% at one point, and silver futures dropped over 9%, although the losses later narrowed [1]. - The domestic commodity futures market closed with widespread limit downs on February 2, affecting various metals and oil contracts [1]. Group 2: Bank Responses - Multiple banks, including Agricultural Bank of China, issued risk warnings to investors, advising them to assess their risk tolerance and maintain a rational investment mindset [3][8]. - Agricultural Bank has implemented stricter risk control measures, requiring clients to complete a unified risk assessment before engaging in gold accumulation services [5][6]. - China Construction Bank and Postal Savings Bank also issued similar warnings, emphasizing the need for cautious investment and risk management [6][8]. Group 3: Regulatory Adjustments - Banks like China Merchants Bank have adjusted margin requirements for precious metal contracts in response to increased market volatility, raising the margin ratio from 60% to 70% for certain contracts [10]. - The adjustments aim to mitigate market risks and protect investor interests amid the heightened volatility [10]. Group 4: Market Outlook - Analysts expect that the volatility in precious metal prices will remain high, driven by macroeconomic signals and geopolitical events [11][12]. - Despite the recent sharp declines, the long-term fundamentals supporting precious metals, such as geopolitical tensions and the restructuring of the global credit system, remain intact [12][13].

2026年2月2日， 北京市丰台区人民法院对被告人汪文杰等19人重大责任事故案公开宣判，对各被 告人以重大责任事故罪依法判处有期徒刑六年六个月至二年不等刑期。 责编：万健祎 北京市丰台区人民法院经审理查明，2023年4月18日12时50分许，在北京长峰医院改造工程施工 现场，施工单位违规进行自流平地面施工和门框安装切割交叉作业，环氧树脂底涂材料中的易燃 易爆成分挥发、形成爆炸性气体混合物，遇角磨机切割金属净化板产生的火花发生爆燃；引燃现 场附近可燃物，产生的明火及高温烟气引燃楼内木质装修材料，部分防火分隔未发挥作用，固定 消防设施失效，致使火势扩大、大量烟气蔓延；加之未能有效组织高楼层患者疏散转移等原因， 造成29人死亡、42人受伤和严重经济损失。 北京市丰台区人民法院经审理认为，各被告人在生产、作业中违反有关安全管理的规定，因而发 生重大伤亡事故，情节特别恶劣，依法均应予以惩处。综合考虑各被告人犯罪的事实、情节、危 害后果以及是否自首、认罪悔罪、赔偿经济损失等，依法作出上述判决。 部分人大代表、政协委员及部分被害人、被告人亲属旁听了案件宣判。 来源：北京丰台法院微信公众号 校对： 杨舒欣 版权声明 证券时报 ...

Core Viewpoint - The recent sharp decline in silver prices has led to significant impacts on silver-related funds, particularly the Guotou Silver LOF, which faced a trading halt due to a drop in value, reflecting broader market volatility and investor sentiment shifts [1][3][6]. Group 1: Market Reactions - Guotou Silver LOF resumed trading and immediately hit the daily limit down, influenced by a 17% drop in the main silver futures contract on the Shanghai Futures Exchange [1][3]. - The premium rate for Guotou Silver LOF decreased from 58.64% to 43.8%, indicating a contraction in market confidence [3]. - The domestic precious metals futures market opened with widespread declines, with all main silver futures contracts hitting their daily limit down [3][6]. Group 2: Factors Influencing Price Movements - The price adjustments are attributed to multiple factors, including unexpected changes in monetary policy expectations, a reduction in risk aversion, profit-taking behaviors, and cumulative effects of regulatory measures [3][6]. - The market reacted to geopolitical developments, such as easing tensions in Greenland and signals from the U.S. regarding negotiations with Iran, which contributed to a decline in safe-haven demand for silver [3][6]. Group 3: Fund Performance and Valuation - The net asset value of the Guotou Ruijin Silver Futures LOF is expected to reflect the volatility in silver prices, with significant attention on its upcoming disclosure [4][7]. - The fund's valuation is primarily based on the settlement prices of silver futures contracts, which may not accurately reflect the true market value due to the recent price drops [8]. - The fund management's choice between using the daily settlement price or a more representative value for valuation will significantly impact the fund's net asset value performance [8].

据特斯拉官方微博消息，第三代特斯拉人形机器人即将亮相，从第一性原理出发，进行重新设计， 通过观察人类行为即可学习新技能，预计年产百万台。 午后机器人概念逆势拉升，模塑科技涨停，天奇股份、五洲新春、昊志机电、世运电路、万向 钱潮、方正电机跟涨。 近期，多家上市公司密集发布公告，通过股权并购、定增募资、战略协同、订单落地等方式切 入人形机器人赛道，覆盖核心零部件、整机制造、场景应用全产业链，行业投资热度与产业化 进程同步提速。 据中国经营报，人形机器人量产元年已至。相关资料显示，2025年，宇树科技、智元机器 人、优必选等多家人形机器人主机厂已实现量产，而在2026年更多的机器人主机厂商将扩大 产能。 开源证券研究所数据显示，特斯拉在2026年，预计将生产5万台—10万台人形机器人，行业将 进入"量产爬坡与商业探索阶段"。 市场广阔或许是吸引车企入局的原因之一。据摩根士丹利在2025年12月发布的报告，预计到 2050年，人形机器人市场规模将达到5万亿美元，部署量达10亿台，约每10人拥有1个人形机 器人。 责编：叶舒筠 校对：高源 END 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 ...

公司亦在业绩预告中表示，根据规定，若公司 2025 年年度报告表明公司不存在《深圳证券交 易所股票上市规则》（ 2025 年修订）第 9.3.12 条第一项至第七项任一情形，亦不存在规则 中规定的其他需要实施退市风险警示或其他风险警示的情形 ，公司将在董事会审议通过并披露 2025 年年度报告后，及时向深圳证券交易所申请撤销对公司股票实施的退市风险警示。 2月2日早盘，*ST 阳光 (000608)涨停，最新报3.48元/股。该股此前一度连续涨停，1月份累 计涨超25%。 阳光股份预计2025年扣除后营收超3亿元，有望"摘星脱帽"。 1 月 30 日晚，公司 披露2025 年度业绩预告：预计 2025 年营业收入 3.35 亿元至 3.5 亿 元，扣除与主营业务无关的业务收入和不具备商业实质的收入后的营业收入为 3.25 亿元至 3.35 亿元，较上年增长 16.9% 至 20.5% 。 因 2024 年度经审计的利润总额、净利润、扣非后净利润为负值，且扣除后的营业收入低于 3 亿元，该股于 2025 年 4 月 22 日开盘起被实施退市风险警示，股票简称变更为" *ST 阳 光"。 按照规定，若扣除后营收低 ...

在过去的一周里，港股恒生指数逆市上扬，成功突破去年10月阶段性高点，并接连创出近四年 来指数新高。 在港股升温的交易日里，多家公募基金也紧锣密鼓地布局港股主题产品，当前无论是主题基金的 申报、发行，还是发行时的屡屡提前结募，都体现出资金对于港股投资方面的一致看多。 展望后市，因长期存在的估值优势，"性价比"成为基金经理看多港股的一大因素。此外，有基金 经理认为，随着全球资本的涌入以及"科技牛"的辐射效应，港股科技板块或将与政策主线共振， 长期价值重估有望加速。 港股主题基金密集申报 据证监会官网披露，1月30日，易方达精选策略系列-易方达(香港)中国股票股息基金进入申报环 节，1月23日，易方达基金、招商基金和富国基金旗下也各有港股主题产品申报。 这也是近期各家基金集中申报港股主题基金的缩影，仅在2026年年内申报的基金中，就有39只港 股主题基金（名称中包含了"恒生""港股"等），基金类型有ETF、ETF联接基金以及主动权益类产 品，主题方面，包括恒生科技、港股通红利、港股通消费以及港股通医疗等概念。 值得一提的是，近期随着有色、化工板块的崛起，港股主题基金也将布局方向聚焦于相关板块， 如永赢基金申报了港股 ...

Market Overview - On February 2, major Asia-Pacific stock indices fell collectively, with the Nikkei 225 down 1.25%, the Korean Composite Index down 5.26%, triggering a circuit breaker, marking the largest single-day drop since April 2025. The Australian S&P 200 Index also dropped over 1% [1] - The A-share market experienced a significant decline, with all three major indices falling over 2%. The Shanghai Composite Index closed down 2.48% at 4015.75 points, the Shenzhen Component Index down 2.69%, and the ChiNext Index down 2.46%. The total trading volume in the Shanghai and Shenzhen markets was approximately 2.61 trillion yuan, a decrease of over 250 billion yuan from the previous day [1] Resource Stocks - Resource stocks, including oil, coal, non-ferrous metals, and steel, collectively plummeted in the A-share market, with nearly 30 gold concept stocks hitting the daily limit down [3] - International precious metal prices saw a sharp decline, with spot gold dropping about 10% and silver falling over 15%, nearly erasing its gains for the year. Domestic commodity futures also mostly fell, with major contracts for silver, palladium, platinum, nickel, tin, copper, aluminum, crude oil, fuel oil, and lithium carbonate hitting the limit down [5] Alcohol Stocks - Alcohol stocks rose against the market trend, with Jinwei Wine and Huangtai Wine hitting the daily limit up. Shuijingfang rose over 7%, and Wuliangye increased by over 2% [7] - Institutions noted that the current market funds are more inclined to invest in sectors with clear growth and higher elasticity, such as snacks and dairy, while the liquor sector is in a "bottoming" phase. As the Spring Festival approaches, terminal stocking demand is gradually starting, and the recent stabilization of prices from leading liquor companies indicates a potential recovery in valuations post-holiday [9] Electrical Equipment Stocks - Electrical equipment stocks showed active performance, with Yinen Electric rising approximately 22%, and several other stocks like Minexplosion Optoelectronics and Tongguang Cable hitting the daily limit up [11] - Reports indicate that global AI computing power construction is entering an explosive phase, with high-power and stable power supply becoming crucial for computing clusters. The demand for transformers is expected to surge, with many factories already operating at full capacity and orders extending into 2027 [13]

Group 1 - The Chinese Ministry of Foreign Affairs expressed strong dissatisfaction and opposition to the U.S. authorities' arbitrary questioning and detention of Chinese enterprise personnel, which lasted nearly 60 hours, stating it severely infringes on the legitimate rights of Chinese citizens and disrupts normal business exchanges between the two countries [1] - The spokesperson emphasized the need for the U.S. to take the concerns of China seriously and to stop the wrongful actions against Chinese enterprise personnel, urging the U.S. to implement the important consensus reached by the leaders of both countries [1] - China will continue to take resolute measures to firmly safeguard the legitimate rights and interests of its citizens [1] Group 2 - The spokesperson highlighted the close communication between China and Russia on major issues concerning their bilateral relations, reinforcing their status as comprehensive strategic cooperative partners [2] - Both countries support each other on core interests and aim to maintain their respective and common interests amid a complex international situation [2] - China and Russia, as major world powers and permanent members of the UN Security Council, advocate for true multilateralism and a fair global governance system [2] Group 3 - The Ministry of Foreign Affairs announced ongoing cooperation with countries like Myanmar to combat cross-border telecom fraud and online gambling, achieving significant results in maintaining public safety and regional cooperation [3] - China will deepen international law enforcement cooperation and intensify efforts to combat cross-border crimes related to fraud and gambling [3]