公告 原文如下： 中国黄金于公告中表示， 近期受多重因素影响，贵金属价格波动显著加剧，不确定性持续上升。 公司提示广大消费者理性看待贵金属市场 波动，提高风险防范意识，理性投资黄金。为适应贵金属市场风险管理要求，提升业务运营效能与客户服务水平，公司将对"中国黄金"品牌 所有渠道（包括线下门店及线上渠道）的贵金属回购业务规则进行调整。 近期受多重因素影响，贵金属价格波动显著加剧，不确定性持续上升。中国黄金集团黄金珠宝股份有限公司（以下简称中金珠宝公司）提示 广大消费者理性看待贵金属市场波动，提高风险防范意识，理性投资黄金。 为适应贵金属市场风险管理要求，提升业务运营效能与客户服务水平，中金珠宝公司将对"中国黄金"品牌所有渠道（包括线下门店及线上渠 道）的贵金属回购业务规则进行调整，具体安排如下： 一、业务办理时间调整 自2026年2月7日起，在周六、周日及法定节假日等上海黄金交易所非交易日期间，暂停办理贵金属回购业务。 中国黄金发布关于贵金属风险提示及调整贵金属回购业务规则的公告提到，自2026年2月7日起， 在周六、周日及法定节假日等上海黄金交 易所非交易日期间，公司暂停办理贵金属回购业务。 准确 快速 权威 ...

Core Viewpoint - The European Commission has initiated an investigation into TikTok for potential violations of the EU's Digital Services Act, particularly regarding its "addictive" design and failure to protect minors and prevent the spread of illegal content [1][2]. Group 1: Investigation Findings - The European Commission's preliminary findings indicate that TikTok has not adequately assessed the mental health impacts of features like autoplay, especially on children [1]. - TikTok's time management tools are deemed "easily overlooked," and parental controls require additional time and skills to activate [1]. - Recommendations for TikTok include implementing a "screen use break" mechanism at night, adjusting recommendation algorithms for personalized content, and disabling "infinite scrolling" to prevent rapid video consumption [1]. Group 2: Potential Consequences - The European Commission could impose fines on TikTok of up to 6% of its global annual revenue, potentially amounting to billions of dollars [2]. - To avoid penalties, TikTok must alter its service design in Europe [2]. Group 3: Industry Implications - The investigation serves as a "reality check" for TikTok and a warning signal for all social media platforms, indicating a shift from maximizing engagement to design responsibility [3]. - Regulatory bodies now possess tools to enforce this shift, as evidenced by recent actions against other platforms like X [3]. - Australia has implemented a social media ban for users under 16, marking a significant legislative move towards age restrictions on social media access [3].

最新消息显示，特斯拉正在评估美国多个选址，准备扩大公司的太阳能电池制造业务。 若实现这一目标，特斯拉将轻松成为美国最大的太阳能制造商。 目前美国的行业领头羊第一太阳能（First Solar）预计今年将把本土产能 提升至14吉瓦。 2016年，特斯拉以约20亿美元收购了陷入困境的SolarCity。马斯克在其《宏图计划 2.0》中提到，"打造惊艳的太阳能屋顶"与拓展电动车 产品线同样是特斯拉使命的重要组成部分。 然而，特斯拉的"太阳能屋顶"（Solar Roof）产品始终未能走出小众市场。 下载财联社APP获取更多资讯 准确 快速 权威 专业 上月，特斯拉CEO马斯克在瑞士达沃斯世界经济论坛年会上表示，SpaceX与特斯拉正同步推进太阳能产能提升， 目标在未来三年内实现每 年100吉瓦的太阳能制造能力。 这意味着，特斯拉方面正把几周前听起来还像"登月计划"的构想，变成一项真正推进中的工业项目。 知情人士透露，该计划的一部分是扩大其位于纽约州布法罗工厂的产能，该工厂的产能有望提升至10吉瓦。其中一位人士表示，从更长期来 看，公司还可能在纽约州再建设第二座工厂。 知情人士补充称，亚利桑那州和爱达荷州也在备选名单之 ...

该组织预计， 全球芯片销售额将在2026年再增长26% ，达到1万亿美元。 SIA首席执行官John Neuffer表示，芯片市场将比原先预期更快达到1万亿美元这一里程碑，这对整个商业世界而言都是一个积极信号。 以下文章来源于科创板日报 ，作者夏军雄 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 当地时间周五（2月6日），美国半导体行业协会（Semiconductor Industry Association，SIA）发布报告称， 半导体行业今年将史上首次实现 1万亿美元的营收规模。 SIA代表着大多数美国芯片企业。其数据显示， 2025年全球芯片销售额达到7917亿美元，较上一年增长25.6%。 从地区分布来看，亚太地区、美洲和欧洲均实现增长，唯独日本出现下滑。 Neuffer表示， 芯片行业未来仍将延续其典型的周期性波动，但长期向上的趋势已经非常明确。 "我们这个行业一向伴随着起伏波动，这一点毫无疑问还会继续，"他说。"但整个'蛋糕'正在不断变大。" Neuffer透露，他近期走访硅谷时发现，众多中小型芯片企业的高管对2026年前景表现出乐观态度。 "我听到的普遍说法是，' ...

恰逢贵金属市场异动，今年的奥运金牌物料价值也创出历史之最。按照周五现货黄金和白银的收盘价计算， 米兰冬奥会金牌（500克纯银+6 克镀金）的物料价值达到2210美元， 而银牌（500克纯银）的价值也达到1251美元。 北京时间周六，2026年米兰-科尔蒂纳冬奥会正式揭幕。 ...

Core Viewpoint - The domestic ETF market in China has achieved significant growth, becoming the largest in Asia, with a focus on enhancing product offerings, optimizing market mechanisms, and attracting long-term capital while maintaining strong regulatory oversight [1][5][20]. Group 1: Market Growth and Performance - The global ETF market reached 13,865 products with a total asset size of $19.7 trillion, a 31% increase from the previous year, with net inflows exceeding $222.71 billion [2]. - China's domestic ETF market size was approximately $860 billion by the end of last year, surpassing Japan to become the largest in Asia, with a growth of about $248.3 billion in the last six months [5]. - By the end of last year, the total size of domestic ETFs reached 6.02 trillion yuan, a 61.4% increase from the previous year, with the number of products growing by 35.7% to 1,381 [9][19]. Group 2: Key Highlights of the ETF Market - The proportion of ETFs in the A-share market increased from 4.58% to 6.10%, indicating a growing influence in the capital market [11]. - Net inflows into domestic ETFs exceeded 1.16 trillion yuan, with bond ETFs attracting the highest inflow of 552.7 billion yuan, accounting for approximately 47.6% of total inflows [13]. - The proportion of institutional investors holding ETFs increased, with 58% of deep market ETFs held by institutions, a 12 percentage point increase [13]. Group 3: Trading Activity and Investor Engagement - The total trading volume of domestic ETFs reached a historical high of 84.2 trillion yuan, with non-money market ETFs accounting for 77.5 trillion yuan, reflecting a year-on-year growth of 123% [14]. - The number of non-money market ETFs increased by 25% to 1,354, with a total asset size of 5.84 trillion yuan, a 64% increase from the previous year [19]. - The demand for ETFs from internet and banking channels is strong, with the scale of domestic ETF connection funds exceeding 900 billion yuan, a growth of over 40% [17]. Group 4: Future Development Trends - The focus for 2026 includes enriching high-quality ETF product offerings, optimizing market mechanisms, and enhancing investor services to attract long-term capital [20][21]. - There will be a continued emphasis on developing bond ETFs and innovative products to improve market inclusivity and adaptability [24][25]. - Regulatory measures will be strengthened to ensure risk management and maintain a high-quality development foundation for the ETF market [32][33].

VITURE 和 XREAL 的专利战，迎来新一轮对决。 在 XREAL 先后于德国、美国对 VITURE 发起专利诉讼后， VITURE 近日向深圳和北京两地 法院正式提起诉讼，指控 XREAL 侵犯其电致变色技术专利，并就已售侵权产品提出赔偿诉 求。 此前，面对德国市场的专利诉讼， VITURE 此前仅作防御性回应，同时表示国内企业出海， 应专注技术创新和用户体验，减少法律层面的市场竞争消耗。 2026 年 1 月， XREAL 再度 在美国对 VITURE 提起专利诉讼，双方专利争端持续升级。在 XREAL 接连发起多轮专利诉 讼后， VITURE 通过国内诉讼的方式展开回应。 从德国到美国，再回到中国，在国内 XR 眼镜产业集体出海的当下， VITURE 和 XREAL 的 专利战备受关注。作为新兴行业， XR 眼镜领域的技术专利界定尚在探索阶段，叠加海外不同 国家的法律规定差异，这一争端也成为中国 AR 企业海外市场竞争中专利争端的典型案例。 专利诉讼是市场竞争的常见形式，这一争端的出现，也意味着国内 XR 眼镜行业的竞争进入技 术专利层面的新阶段。对于中国企业而言， VITURE 和 XREAL ...

Core Viewpoint - Stellantis, the world's fourth-largest automaker, has paused its electric vehicle (EV) business expansion due to multiple pressures including changing global EV market demand, rising cost pressures, and increased competition, leading to a significant stock price drop of over 20% [2][4]. Group 1: Financial Adjustments - Stellantis announced a comprehensive restructuring of its business, resulting in a total asset write-down of €22.2 billion [2][4]. - The majority of the write-down, amounting to €14.7 billion, is allocated for adjusting product plans to align with customer preferences and new U.S. emission regulations, reflecting a substantial reduction in expectations for pure electric vehicle products [4][6]. - Additional write-downs include €2.1 billion related to adjustments in the EV supply chain and €5.4 billion in other costs, with €4.1 billion linked to increased warranty reserves due to quality issues and €1.3 billion related to restructuring costs in Europe [4]. Group 2: Business Strategy Changes - Stellantis is systematically reducing its electric vehicle business footprint, including exiting its joint venture with LG Energy Solution in Canada, where LG will acquire Stellantis's 49% stake in NextStar Energy [7][9]. - The company has also discontinued several pure electric vehicle models, including halting production of the RAM 1500 electric pickup in the U.S. and delaying the Alfa Romeo electric vehicle project in Europe [10]. Group 3: Market Context and Competitor Actions - Stellantis is not alone in scaling back its EV business; Ford also announced a reduction in its electric vehicle plans, which is expected to result in a $19.5 billion loss, including the cessation of the F150 Lightning electric pickup production [11]. - Stellantis anticipates a loss of approximately €19 billion to €21 billion in the second half of 2025, prompting the suspension of its 2026 dividend and plans to raise up to €5 billion through hybrid bond issuance to maintain its balance sheet [12]. Group 4: Sales Performance and Projections - In 2024, Stellantis sold 2.4215 million vehicles in Europe, marking a decline of 5.99% compared to the previous year, and expects a 3% decrease in U.S. sales for 2025, projecting sales of 1.2603 million vehicles [14]. - The company aims for a low single-digit percentage growth (5%-7%) in net income and a low single-digit growth (1%-4%) in adjusted operating profit margin for 2026 [13].

Group 1 - The rising prices of storage components are negatively impacting traditional industries, particularly in South Korea, where companies face significant increases in server costs, with prices rising from 30 million KRW to 90 million-100 million KRW [2] - The delivery times for server equipment have extended from 2-3 weeks to 2-3 months, disrupting internal project timelines for companies [2] - Hospitals in South Korea are also experiencing price increases for personal computers by 2-3 times and server prices rising by 30%-50% [2] Group 2 - Consumer electronics manufacturers, including Apple, are facing cost pressures due to rising memory prices, with Samsung increasing prices by over 80% and SK Hynix approaching 100% [3] - Apple has identified memory as a "cost pressure" in its financial discussions, indicating significant impacts on its product pricing strategy [3] - Analyst Ming-Chi Kuo notes that Apple's strong bargaining power may not reflect the broader memory demand trends among other manufacturers [3] Group 3 - The shift of major manufacturers towards high-margin products like HBM is leading to a continuous reduction in supply for consumer-grade storage chips, exacerbating the supply-demand gap and driving prices higher [4] - The cost pressures from rising memory prices are expected to extend to consumers, with potential price increases for gaming consoles like the Nintendo Switch 2 by 15% to offset memory costs [4] - PC manufacturers, such as ASUS, are adjusting product prices due to supply shortages, with expectations of relief not occurring until the second half of 2027 [4]

"今日酒价"披露的批发参考价显示，2月7日， 26年飞天茅台原箱较前一日上涨50元，报1710元/瓶 ；26年飞天茅台散瓶较前一日上涨20元， 报1630元/瓶。 25年飞天茅台原箱较前一日上涨70元，报1740元/瓶 ； 25年飞天茅台散瓶较前一日上涨20元，报1640元/瓶。24年飞天茅台原箱较前一日 持平，报1780元/瓶；24年飞天茅台散瓶较前一日上涨30元，报1730元/瓶。 ...