Market Overview - After three days of selling pressure, the US stock market experienced a significant rebound, with the S&P 500 index recording its largest single-day gain since May of the previous year, and the Dow Jones Industrial Average surpassing the 50,000 points mark for the first time in history [1] - The S&P 500 index rose by 1.97% to close at 6,932.3 points, the Nasdaq Composite increased by 2.18% to 23,031.21 points, and the Dow Jones Industrial Average climbed by 2.47% to 50,115.67 points [1] Key Stock Performances - Nvidia saw a single-day increase of over 7%, adding more than $320 billion to its market capitalization, while other cyclical/value stocks like Caterpillar, Goldman Sachs, and JPMorgan also attracted significant capital inflows [1] - Despite the overall market rally, Amazon's stock fell over 5% after announcing a capital expenditure of up to $200 billion for 2026, indicating skepticism about AI spending [4] - Major tech stocks showed mixed results, with Nvidia up 7.87%, Apple up 0.8%, Google-A down 2.53%, and Microsoft up 1.9% [6] Sector Movements - The precious metals sector, represented by silver, rebounded nearly 10%, while Bitcoin surged close to 12%, reflecting a risk-on sentiment in the market [3] - The semiconductor sector performed well, with AMD rising 8.28%, and companies supporting Amazon's chip production, such as Marvell Technology, increasing by 8.18% [6] Chinese Stocks Performance - Chinese stocks continued their strong performance, with the Nasdaq Golden Dragon China Index rising by 3.71%. Notable gains included Alibaba up 3.01%, JD.com up 2.75%, and NIO up 7.23% [7] Company-Specific News - Tesla is reportedly evaluating options to increase its solar production capacity, including expanding its Buffalo, New York plant to 10 gigawatts and potentially building additional factories in New York, Arizona, or Idaho [8] - The FDA announced plans to crack down on illegal GLP-1 drugs, impacting companies like Hims & Hers Health, which saw a post-market drop of over 13% [9] - Stellantis faced a significant decline of 23.69% after announcing a restructuring plan that would lead to a €22.2 billion loss due to a reduction in its electric vehicle business [10]

Market Overview - The U.S. stock market indices experienced a significant rebound, with all three major indices rising over 1% as of February 6, 22:50 Beijing time, indicating a recovery from previous sell-offs in AI stocks [1][2] - Major technology stocks saw substantial gains, with Nvidia up 5.6%, AMD up 7%, and Broadcom up 5.1%, driven by renewed interest in AI infrastructure following Amazon's announcement of a $200 billion capital expenditure plan [1][2] Precious Metals - The precious metals market also saw a strong recovery, with spot gold rising 3.39% to $4,939.35 per ounce and spot silver increasing 7.22% to $76.02 per ounce as of the same time [2][3] - Morgan Stanley's report suggests that the long-term bullish trend for gold remains intact, supported by a weak dollar environment, as long as the dollar index stays below 100 [3] Geopolitical Developments - Recent negotiations between Iran and the U.S. in Muscat, Oman, have concluded temporarily, with both sides agreeing to continue discussions, which may impact market sentiment and geopolitical stability [4][5] - The situation remains tense, with Iran expressing readiness to respond to any military actions, particularly in light of increased U.S. military presence in the region [5]

Core Viewpoint - Chinese concept stocks collectively strengthened, with the Nasdaq China Golden Dragon Index rising nearly 2% [1] Group 1: Stock Performance - Zenggu and Bomei Group surged over 9% [1] - NIO and New Oxygen increased by more than 8% [1] - Li Auto, Century Internet, Aihuishou, and Hesai rose over 4% [1] - GDS Holdings, Kingsoft Cloud, Baozun, and Huya gained over 3% [1] - Pony.ai, XPeng Motors, Baidu, and Bilibili climbed over 2% [1] - Alibaba, NetEase, and JD.com saw an increase of over 1% [1]

Market Overview - The software sector and cryptocurrency experienced a significant downturn, with the S&P 500 index falling by 1.23% to 6798.4 points, the Nasdaq Composite down 1.59% to 22540.59 points, and the Dow Jones Industrial Average decreasing by 1.2% to 48908.72 points, marking the worst three-day sell-off since April of the previous year [1][3] - Bitcoin dropped below $64,000, losing nearly half its value over the past six months, while spot silver saw a single-day decline of nearly 20% [1] Employment Data Impact - The recent weak U.S. employment data has halted the recent sector rotation, with 318 stocks in the S&P 500 declining. December job openings unexpectedly fell to the lowest level since 2020, and the number of layoffs reached the highest January level since the severe recession in 2009 [3] - Allianz's Chief Economic Advisor, Mohamed El-Erian, noted that layoffs are occurring despite GDP growth of approximately 4%, indicating a decoupling of employment from economic growth, which could have profound economic, political, and social implications [3] Company-Specific Developments - Amazon's stock plummeted over 10% after announcing a capital expenditure forecast of $200 billion for the year, significantly higher than the previous year's $130 billion and analyst expectations of $150 billion, which negatively impacted its profit guidance [3] - Nvidia's stock fell by 1.33%, while other major tech companies like Apple, Google, and Microsoft also saw declines, with Microsoft down 4.95% and Amazon down 4.42% [6] AI and Software Sector - The software sector faced pressure following the release of a new flagship model by AI company Anthropic, contributing to a broader sell-off in AI-related stocks. FaceSet dropped 7.21%, reaching its lowest point since March 2020, while Thomson Reuters fell over 5%, hitting a new low since 2021 [6] - Amid concerns over AI capital expenditures, some supply chain stocks performed well, such as Tianhong Technology, which rose 6.9% due to Google's $185 billion capital expenditure guidance [6] Chinese Stocks Performance - Chinese stocks showed resilience, with the Nasdaq Golden Dragon China Index rising by 0.9%. Notable performances included NIO up 5.86% and Baidu up 0.73%, while Alibaba and JD.com saw slight declines [7] Other Industry News - Pandora, the world's largest jewelry company, surged 16.83% after announcing plans to reduce reliance on pure silver by introducing platinum-plated jewelry in response to rising silver prices [8] - The proposed merger between Rio Tinto and Glencore to form the world's largest mining group collapsed, with Glencore citing undervaluation of its contribution to the merger [9] - Nvidia announced delays in the release of its RTX 50 series graphics cards due to memory shortages, prioritizing AI chip production instead [10] - Hims & Hers Health plans to launch a cheaper generic version of the oral weight loss drug semaglutide, causing a significant drop in the stock price of Novo Nordisk, which had just received approval for its brand product [11]

| I. 法定/註冊股本變動 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 | 其他類別 (請註明) | 於香港聯交所上市 (註1) | 否 | | | 證券代號 (如上市) | N/A | 說明 | Y類 | | | | | | | 法定/註冊股份數目 | | 面值 | 法定/註冊股本 | | | 上月底結存 | | | 100,000,000 USD | 0.0001 USD | | 10,000 | 呈交日期: 2026年2月6日 第 1 頁 共 12 頁 v 1.2.0 | 3. 股份分類 | 其他分類 (請註明) | 股份類別 | 其他類別 (請註明) | 於香港聯交所上市 (註1) | 否 | | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | 未指定 | | | | 2. 股份分類 | 不同投票權架構公司普通股 | 股份類別 | 其他類別 (請註明) | | 於香港聯交所上市 (註1) | ...

Core Viewpoint - The Nasdaq Golden Dragon China Index saw an initial increase of 1.21%, indicating positive market sentiment towards Chinese stocks listed in the U.S. [1] Company Performance - NIO experienced a significant rise of 7.4% - Miniso increased by 5.4% - Yum China rose by 3.4% - Li Auto gained 2.8% - ZTO Express, Zai Lab, Bilibili, Baidu, and Kingsoft Cloud all saw increases of over 2% - Alibaba had a modest increase of 0.7% - Pony.ai declined by 1.2% - New Oriental fell by 2.8% [1] ETF Performance - KWEB ETF rose by 1.14% - CQQQ ETF increased by 0.7% - ASHR ETF decreased by 0.1% - ASHS ETF fell by 1.3% [1]

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2月5日，B站宣布与中央广播电视总台《2026年春节联欢晚会》再度达成合作，成为马年春晚独家弹幕 视频平台。 除夕当天，用户不仅能在B站观看春晚直播，还可以通过实时弹幕互动。据B站表示，今年将增加技术 投入，确保弹幕体验同比去年有较大提升。 从春节前夕开始，用户也可以在B站建立属于自己的兴趣房间，和兴趣好友观看春节专属内容，参与春 晚节目讨论。B站方面预计，春节兴趣房间数量将超过1000个。 据统计，去年除夕当晚，有超1亿人在B站观看春晚直播，其中30岁以下年轻人达83%。B站和春晚的共 创节目《春意红包》全网播放量超过10亿次，是海外播放量第二的春晚节目，也是最受年轻人欢迎的春 晚节目之一。在B站，年轻人除了关注春晚直播、讨论节目以外，还在持续创作春晚内容，将春晚热度 延伸到了全年。2025年春晚回放上线B站后，播放量超过3亿，春晚二创内容播放量超过25.4亿，并催生 了一批千万播放作品。 来源：北京日报客户端 ...

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Group 1 - The core point of the news is the significant drop in precious metal prices, with gold experiencing its largest single-day decline in 40 years and silver hitting a historic intraday drop of 36% [1][2][4] - On January 31, spot gold prices fell over 12%, reaching a low of $4682 per ounce, while closing down 9.25% at $4880 per ounce [2][4] - Spot silver prices dropped to a low of $74.28 per ounce, closing down 26.42% at $85.259 per ounce [4][8] Group 2 - The sell-off in precious metals was triggered by the strengthening of the US dollar, following the announcement of Kevin Walsh as the new Federal Reserve Chairman, which raised concerns about the Fed's independence [4][6][7] - The dollar index saw a significant increase, marking its largest single-day rise since July of the previous year, which negatively impacted investor confidence in gold and silver [4][5] - The market was already experiencing a demand for a correction, and the combination of factors, including the Fed chair nomination and broader capital flow dynamics, acted as a catalyst for profit-taking [4][6] Group 3 - The broader US stock market also faced declines, with major indices closing lower due to uncertainties surrounding Federal Reserve policies, inflation pressures, and geopolitical risks [5] - The gold sector saw substantial losses, with major companies like Barrick Gold and AngloGold experiencing declines of over 10% [5] - The sell-off in precious metals was characterized by panic selling and profit-taking, particularly among leveraged positions, which exacerbated market volatility [8][12]