国家税务总局制发了《关于起征点标准等增值税征管事项的公告》，就起征点标准判定、税收优惠政策适用等增值税征管事项作了进一步明 确，细化操作要求，推动增值税法及其实施条例落实落地。 该征管公告进一步调整优化了自然人增值税起征点标准判定细则， 自今年起，按次纳税起征点标准由每次（日）销售额500元提升到1000 元，并明确自然人发生出租不动产、通过"反向开票"销售报废产品等6种特定情形的，不再适用按次纳税1000元的起征点标准，而是参照按 期纳税直接适用月销售额10万元的起征点标准。 征管公告还明确了小规模纳税人灵活享受减免税优惠。 小规模纳税人发生应税交易，销售额未达到起征点标准的，可以选择全部或者部分 应税交易放弃免税并开具增值税专用发票。 ...

Core Viewpoint - The "space photovoltaic" concept is not merely speculative but represents a systemic industrial leap driven by commercial aerospace, AI computing power, and photovoltaic technology revolution [1] Group 1: Market Dynamics - Since the end of 2025, the A-share "space photovoltaic" sector has shown resilience against market downturns, fueled by Elon Musk's vision of deploying 100GW solar arrays in space annually and the soaring energy consumption of global AI computing [1] - The market for solar wings, driven by nearly 100,000 planned low-orbit satellites, is estimated to be in the hundreds of billions, with potential growth to a trillion-dollar scale if space computing centers are deployed [2] Group 2: Technological Pathways - Three main technological pathways are currently being explored in space photovoltaics: GaAs (Gallium Arsenide), HJT (Heterojunction), and perovskite tandem cells [3][4] - GaAs offers over 30% efficiency and a lifespan of 15-20 years but is costly at 1000 yuan per watt, with a global annual production capacity of only about 150 megawatts [3] - HJT technology is seen as the optimal solution during the commercialization transition, with companies like Jingang Photovoltaics focusing on its development since 2021 [6][7] Group 3: Industry Challenges - The industry faces significant challenges, including high launch costs and the need for extensive testing and validation of new technologies in space environments [11][12] - The current market is still in its infancy, with no unified international standards and limited resources for simulation testing, making it difficult to prove the long-term reliability of products [10][12] - The high cost of space launch services remains a major barrier, with domestic costs significantly higher than those of SpaceX, impacting the overall feasibility of deploying competitive space solar solutions [11] Group 4: Collaborative Efforts and Future Outlook - Companies are actively seeking partnerships within the aerospace supply chain, aiming to establish deep collaborations with satellite manufacturers and rocket companies [12] - There is a growing call for national policies and standards to support the development of the space photovoltaic sector, including the establishment of testing standards for space photovoltaic components [12]

比特币价格已跌至去年关税冲击以来的最低水平，与贵金属价格走势相同，进一步打击了市场对加密货币的信心。 2月1日凌晨， 比特币持续跳水，一度跌破76000美元/枚， 随后有所回升。 截至发稿， 比特币报78500美元左右，过去24小时内跌幅高达 6.6%， 开年至今跌幅扩大至10%。 以太坊和Solana同样录得下跌，以太坊过去24小时跌幅高达9.4%，Solana下跌超过11%。 Coinglass数据显示， 过去的24小时内，加密货币全网合约爆仓25.8亿美元，爆仓人数超43万人。 其中，多单爆仓24.1亿美元，空单爆仓1.6 亿美元。最大单笔爆仓单发生在Hyperliquid-ETH，价值2.23亿美元。 | 清算地图 指标 | | 爆仓信息 多空比 | | 资金费率 V | | | --- | --- | --- | --- | --- | --- | | 全部 | BTC | XRP ETH | BCH | BSV | =Q | | 总爆仓 | | | | | | | 1小时爆仓 | | 多单爆仓 | | 空单爆仓 | | | $430.6万 | | $188.4万 | | $242.2万 | | | ...

Core Viewpoint - NASA is conducting a critical two-day countdown simulation to prepare for fuel loading of its new lunar rocket, which will determine when four astronauts can embark on a lunar flyby [1][2]. Group 1: Rocket Details - The Space Launch System (SLS) rocket stands at 322 feet (98 meters) and was transported to the launch pad two weeks prior [2]. - If the fuel loading test is successful, NASA aims to attempt a launch within a week, with February 8 being the earliest possible launch date [2]. Group 2: Astronauts and Mission - Commander Reid Wiseman and his crew are currently in isolation and will be the first humans to travel to the Moon since 1972 [1]. - The crew will monitor the countdown simulation from the Houston base and will travel to Kennedy Space Center once the rocket receives launch clearance [1].

以下文章来源于科创板日报 ，作者张真 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。 最新研究显示，在完整的Agent执行链路中，工具处理相关环节在CPU上消耗的时间占端到端延迟的比例最高可达90.6%。在高并发场景 下，CPU端到端延迟从2.9秒跃升至6.3秒以上。其结果揭示了在大量Agentic场景中，系统吞吐受限的并非GPU计算能力，而是CPU的核心 数并发调度问题。 至于为何CPU负载高于GPU，在东吴证券看来，Agent时代AI由"纯对话"转向了"执行任务"，因此产生大量if/else判断，这种"分支类任 务"倘若由GPU执行，会因控制流发散导致算力利用率急剧下降。与之相比，CPU的微架构却能够适应此类任务。 就在日前，GPU的超级玩家英伟达主动掏出20亿美元追加认购CoreWeave股票，并声称后者将在其平台上部署Vera CPU—— 一款专 为"代理式推理（Agentic Reasoning）"设计，且在大规模AI工厂最具能效优势的CPU。 据悉，因ARM CPU瓶颈，英伟达已计划在下一代 Rubin架构中大幅提升CPU核心数，并开放NVL72机柜对x86CPU的支 ...

据央视新闻，此前，中国人民银行会同国家发展改革委、金融监管总局制定了《人民币现金收付及服务规定》，切实维护人民币法定货币地 位， 防范和整治拒收人民币现金行为， 满足社会公众多样化支付服务需求，构建多元支付方式共同发展下的现金便利流通环境。 规定于今 日（2月1日）起施行。 《规定》对收费单位和经营主体的现金收付行为作了哪些规定？ 一、吸收个人客户人民币存款、具有实体营业场所的银行业金融机构网点应办理现金存取业务、提供现金服务。 二、银行业金融机构应结合现金业务规模、类型、特点，确保现金网点、自助机具的数量、布局能满足不同客户群体的现金服务需求。 三、银行业金融机构应依法依规做好回笼人民币的整点，防止将不宜流通人民币对外支付，防范各类业务风险。 《规定》基于分类管理和普遍适用的原则，提出保障现金支付的基本要求。主要包括以下几方面： 一、采取人工方式收款、提供面对面服务以及线上预约、交易，线下完成服务或货物交付，具备当面收款条件的，应支持现金支付，保持合 理的零钱备付。 二、采取无人值守、机具设备等自助服务模式，以及采用"一卡通"结算、进行统一管理的园区、厂区、景区、学校等场所，经营主体应在醒 目位置标识支付方 ...

Core Viewpoint - Nvidia's CEO Jensen Huang confirmed that the company will definitely participate in OpenAI's new round of financing, although the investment amount will not reach or approach $100 billion [2][3][4] Group 1: Investment Details - Huang stated that Nvidia has not yet invested in OpenAI primarily because the latter is currently undergoing a new round of financing [4] - The investment from Nvidia is expected to be one of the largest in the company's history, although specific amounts were not disclosed [5] - Reports indicated that Nvidia's initial plan to invest up to $100 billion in OpenAI had fallen through due to internal concerns within Nvidia [5] Group 2: Partnership Dynamics - Nvidia has been OpenAI's preferred partner for the past decade and looks forward to continuing the collaboration, despite not revealing specific details about the negotiations [6] - OpenAI aims to raise up to $100 billion in this financing round, with Amazon also in talks to invest up to $50 billion [6] - Huang downplayed concerns regarding "circular transactions," where companies invest in their customers, stating that such investments represent only a small portion of overall financing needs [7]

受特朗普提名"鹰派"凯文・沃什出任美联储主席消息影响，贵金属市场出现巨幅波动。1月30日，现货黄金单日最大跌幅超12%，盘中最低 触及4682美元/盎司，收盘下跌9.25%报4880.03美元/盎司。 财联社记者注意到，就在本周贵金属价格出现剧烈波动前后，有两家国有大行要求客户在办理相关业务时需增加风险评测。 农业银行 公告 自1月30日起，对个人客户参与存金通黄金积存交易时，需取得谨慎型及以上评估结果。 交通银行 公告显示，自1月31日起，客户办理相 关业务也有了风险评测要求。 1月份三家国有大行要求黄金积存业务前置风险评测 如以今年1月份为限，则 已有工行、农行、交行三家国有大行明确公告相关要求。 在此期间，黄金及多种贵金属均迎来一波快速上涨行 情。 记者多方采访了解到，前述银行的相关要求和调整或不涉及客户准入门槛的变动，主要是业务办理流程中增加一道风险评测要求。从近期一 轮业务规则调整来看，国有大行和股份行对个人客户参与贵金属业务的风险提示和风险防范均相对充分，呈现集体审慎的态度。 财联社记者注意到，今年1月份，已有工商银行、农业银行、交通银行三家国有大行作出类似要求。 交通银行 最新公告显示，1月31 ...

伊朗总统佩泽希齐扬1月31日晚表示，对伊朗而言，通过外交途径解决分歧始终优先于战争。 "战争既不符合伊朗的利益，也不符合美国和整个地区 的利益。" 美国总统特朗普称，" 伊朗在跟我们谈， 我们会看看能否达成一些协议，否则就拭目以待。" 据央视新闻，当地时间1月31日，记者获悉，伊朗正在与美国"进行对话"。 ...

Group 1 - The global AI computing power infrastructure is experiencing explosive growth, with transformers becoming a core component of this infrastructure [1] - Many transformer factories in regions like Guangdong and Jiangsu are operating at full capacity, with some orders for data center-related products extending to 2027 [1] - The delivery cycle for the U.S. market has increased from 50 weeks to 127 weeks, indicating a significant demand for transformers [1] Group 2 - China's transformer industry consists of approximately 3,000 companies, with an expected export value of 64.6 billion yuan by 2025, representing a nearly 36% increase from 2024 [3] - The construction of computing centers and supercomputing clusters in China is accelerating, with transformers playing a crucial role as the "heart of power" [4] - In Beijing, a 500 kV power transmission and transformation project has commenced, which will supply power to high-tech industries [4] Group 3 - The "East Data West Computing" initiative is leading to the rapid establishment of computing parks across the country, with the domestic transformer market expected to grow over 20% year-on-year by 2025 [6] - Orders for high-end products related to AI computing and ultra-high voltage have surpassed 35%, becoming a core engine for industry growth [6]