Asia-Pacific markets mostly fell Wednesday, tracking Wall Street losses after a sell-off in U.S. technology stocks weighed on sentiment, while gold extended gains for a second day.Japan's Nikkei 225 lost 1.2%, dragged by tech stocks. Among the biggest losers on the index were chip equipment maker Lasertec, which plunged 7%, and game maker Konami Group, which lost 5.8%. Japanese semiconductor equipment powerhouse Tokyo Electron also declined 3.2%.The Topix declined 0.39%. Australia's S&P/ASX 200 fell 0.22%, ...

Core Viewpoint - The market is currently favoring hardware and industrial companies while software companies are facing significant declines, driven by fears of obsolescence due to AI advancements [2][4][19]. Group 1: Market Trends - The Dow dropped 167 points, reflecting a broader market trend where software stocks are being heavily sold off, with the NASDAQ down 1.43% [2]. - High-quality enterprise software stocks like Salesforce, ServiceNow, and Adobe reported strong earnings but still saw their stock prices decline significantly [4]. - The market sentiment indicates a collective belief that software companies are at risk of being replaced or diminished by AI technologies [5][16]. Group 2: Company Performance - Major software companies such as Microsoft, Salesforce, Oracle, and Adobe experienced stock declines ranging from 3% to 11% [10][11]. - Companies that utilize software, like Procter & Gamble and FedEx, are currently performing well despite their own earnings challenges [8]. - Private equity firms with stakes in enterprise software companies are also facing pressure, as the market for new public offerings in this sector appears to be closing [18]. Group 3: Investment Strategies - There is a growing trend of investors using ETFs to short software stocks, indicating a bearish outlook on the sector [9]. - Some analysts suggest that it may be prudent to take advantage of the current low prices of certain tech stocks that are being unfairly dragged down by the broader software sell-off [12]. - The shrinking price-to-earnings multiples for software companies suggest that investors are becoming increasingly cautious about future earnings potential [16][17].

Group 1 - The core issue revolves around the quality concerns of Chow Sang Sang's gold pendants, which were found to have varying gold content levels, with the highest at 99.99% and the lowest at 64.37%, showing a difference of 35.62% [3][5] - Chow Sang Sang's official response emphasized that all their gold products meet national standards, with a gold content of no less than 990‰, and they are taking the matter seriously by conducting further tests [5][3] - The company has sent the same batch of products for testing to the National Gemstone and Jewelry Testing Center, which confirmed the gold content as 99.99% in multiple tests [5][3] Group 2 - The market is experiencing significant volatility, with various sectors, including precious metals, facing sharp declines due to panic selling and high leverage [17][12] - The domestic automotive market is showing a clear divide, with traditional brands like SAIC and Geely seeing over 20% growth, while new energy vehicle startups are facing collective declines [17] - The gaming industry is under scrutiny for potential tax adjustments, with rumors causing stock price drops among major companies like Tencent, although these rumors have been deemed unreliable [14][12]

知情人士透露，英伟达接近达成协议，将在OpenAI最新一轮融资中投资200亿美元。这将是这家芯片巨 头对OpenAI最大一笔单笔投资。 因相关信息尚未公开而要求匿名的知情人士表示，该交易尚未最终敲定，相关条款仍可能媒体此前报道 称，OpenAI正寻求在新一轮融资中筹集最高1000亿美元，其中很大一部分将来自大型科技公司。据悉 亚马逊商谈向OpenAI投资高达500亿美元，软银也在商谈投资不超过300亿美元。英国《金融时报》此 前报道称，英伟达可能投资至多200亿美元。 责任编辑：王永生 知情人士透露，英伟达接近达成协议，将在OpenAI最新一轮融资中投资200亿美元。这将是这家芯片巨 头对OpenAI最大一笔单笔投资。 因相关信息尚未公开而要求匿名的知情人士表示，该交易尚未最终敲定，相关条款仍可能媒体此前报道 称，OpenAI正寻求在新一轮融资中筹集最高1000亿美元，其中很大一部分将来自大型科技公司。据悉 亚马逊商谈向OpenAI投资高达500亿美元，软银也在商谈投资不超过300亿美元。英国《金融时报》此 前报道称，英伟达可能投资至多200亿美元。 责任编辑：王永生 ...

Group 1 - The U.S. House of Representatives passed a funding bill to resolve the partial government shutdown, providing funding until September 30, 2026 [2] - AMD reported a fourth-quarter net profit of $2.52 billion, a 42% year-over-year increase, with revenue of $10.27 billion, up 34% [4] - AMD expects first-quarter revenue between $9.5 billion and $10.1 billion, exceeding market expectations of $9.39 billion [5] Group 2 - NVIDIA CEO Jensen Huang denied any changes in the relationship with OpenAI, stating that investment plans are proceeding as planned and that NVIDIA will participate in OpenAI's next funding round [7] - ByteDance acquired two commercial land plots in Haidian District for 2.8 billion yuan, with a total area of approximately 39,522 square meters [15] - The Central Committee of the Communist Party of China released a document focusing on agricultural modernization and technological innovation in agriculture [13][14]

【深圳经济新闻联播】 深圳海关完成首票出口锂电包装智慧监管 据深圳特区报，近日，深圳市光弘电子通讯有限公司通过"出口锂电池包装智慧监管系统"，向深圳海关 所属坪山海关申请一批锂离子电池组包装检验。该批货物确认合格后，免于现场查检并快速放行，货物 于当日完成申报出口。此举标志着深圳海关首票出口锂电包装智慧监管业务顺利办结，该监管系统正式 启用。 【国内财经新闻】 30省份2026年GDP增长目标确定 2月3日，据一财，四川、江苏、上海、内蒙古、宁夏和湖南等省份人代会开幕，至此，除安徽外全国30 个省份人代会均已召开，各地2025年经济社会主要预期目标也相继揭晓。从经济增长目标来看，各地大 多确定在5%左右，其中，多个经济大省将目标定在5%以上。 上海今年全年重大工程投资将达2550亿元 据央视，上海市第十六届人民代表大会第四次会议2月3日在上海举行。记者从会上了解到，2026年上海 全市经济社会发展的主要预期目标为：全市生产总值增长5%左右，地方一般公共预算收入增长2%，居 民人均可支配收入增长与经济增长保持基本同步。今年全年，上海将完成重大工程投资2550亿元。据介 绍，2026年上海开工建设嘉闵线北延伸轨道 ...

去年春节，是"深度思考"出圈的DeepSeek时刻 。 今年春节 ，注定是AI推广史重要的节点。 继百度APP投入5亿现金红包并亮相北京台春晚，腾讯元宝推出10亿红包活动之后。 2月2日早，千问APP宣布投入30亿启动"春节请客计划"，以免单形式请全国人民在春节期间吃喝玩乐， 感受AI时代的全新生活方式。 彻底将春节的AI推广攻势推向高潮。 当千家万户在腾讯元宝里抢"万元小马卡"、在千问APP领取"AI免单"、在豆包生成拜年视频时，同时也 是国产AI芯片的压力测试场 。 每一枚红包的派发都是一次AI推理请求，每一次"秒开"体验背后都是算力在支撑。 2026年春节，注定是中国AI产业"表里双生"的历史节点 。 表是红包的用户狂欢，里是国产芯片的底层突围。 01 AI红包大战，把AI之战推向高潮 1. 红包创纪录，巨头鏖战春节档 今年的AI红包大战，参与玩家之多、投入资金之巨，都创下了历年春节营销的新高。 腾讯旗下元宝APP率先开启春节10亿元红包活动，设置了万元小马卡、现金红包和分享红包等多种红包 形态。 （图片来源：元宝派） （图片来源：腾讯） 从效果来看，腾讯元宝APP已经升至苹果商店免费APP第一名。针对 ...

【财经日历】 美国1月ADP就业人数 思科举办2026人工智能大会，并以线上形式面向全球直播(美国旧金山) 财报发布：AMD、礼来 ►►2026年中央一号文件《中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意见》 发布： -统筹做好市场化收购和政策性收储 促进粮食等重要农产品价格保持在合理水平； -严守耕地红线 坚决打击各类破坏耕地违法行为； -部署扎实推进乡村全面振兴； -部署实施常态化精准帮扶； -促进人工智能与农业发展相结合，拓展无人机、物联网、机器人等应用场景； -实施农村电商高质量发展工程 规范农产品直播带货； -促进"菜篮子"产业提质增效； -多措并举扩大乡村消费 支持新能源汽车、智能家电、绿色建材下乡； -规范承包地经营权流转，加强长时间大面积流转土地风险监测预警； -推动城乡要素双向流动 科学有序推进农业转移人口市民化； -巩固拓展农村居民医保参保成果，健全连续参保激励约束机制； -持续整治农村高额彩礼，引导树立正确的婚恋观、生育观、家庭观； ►►工业和信息化部等八部门印发《汽车数据出境安全指引（2026版）》。其中提到，汽车数据处理者 应当通过境内法人主体申报数据出境安全评估 ...

当地时间2月3日，美股三大股指全线收跌，道指跌0.34%，标普500指数跌0.84%，纳指跌1.43%。美国科技七巨头指数跌1.62%，微软、英伟达跌近3%。 大宗商品市场方面，贵金属重拾涨势。当地时间2月3日，COMEX黄金期货涨6.83%，报4970.50美元/盎司，COMEX白银期货涨10.27%，报84.92美元/盎 司。 美股三大股指全线收跌 当地时间2月3日，美股三大股指全线收跌。数据显示，截至收盘，道指跌0.34%，标普500指数跌0.84%，纳指跌1.43%。 美股大型科技股多数下跌，美国科技七巨头指数下跌1.62%。个股方面，微软、英伟达跌近3%，Meta跌超2%。 特朗普称正与伊朗进行谈判 央视新闻消息，当地时间2月3日，美国总统特朗普在白宫签署政府拨款法案时表示，与伊朗本周的谈判仍在继续，伊朗方面有意愿采取行动。 特朗普称，与伊朗方面"正在进行谈判"，并希望能够达成某种结果。他表示不能透露会在哪里与伊朗会谈，并称"与伊朗的会晤不止一次"。 特朗普称，相关方此前曾有机会达成协议但未能成功，他不希望再次出现类似去年对伊实施"午夜之锤"军事行动的情况。 伊朗外交部发言人巴加埃3日表示，"谈判计 ...

来源：@究竟视频微博 【#英伟达微软跌超2.8%#，沃尔玛市值破1万亿美元，#金银价格强劲反弹#】*纳指几乎回吐年内涨幅 *避险需求回流，国债收益率回落，金银强劲反弹 大型科技股普遍承压。英伟达收跌2.84%，连续第三个交易日回落。微软下跌2.87%，特斯拉基本持 平、微涨0.04%，苹果回落0.20%。AlphabetA类股下跌1.16%，C类股跌1.22%；亚马逊下挫1.79%，博通 跌幅达3.26%，超威半导体下跌1.69%，Meta Platforms下滑2.08%。 沃尔玛上涨逾2%，受数字业务增长和新客户获取带动，公司市值首次突破1万亿美元。 大宗商品市场方面，金银价格在连续两个交易日大幅下跌后强劲反弹。现货黄金在纽约尾盘上涨 5.2%，报每盎司4906.82美元，自周一低点4403.24美元显著回升，但仍低于上周创下的5594.82美元历史 高位。4月交割的纽约黄金期货上涨6.1%，结算价报4935美元。现货白银上涨4.8%，报每盎司83.23美 元。 *AI竞争冲击估值，软件与数据分析板块承压 美国股市周二下跌，科技股抛售拖累标普500指数和纳斯达克综合指数明显走低，投资者对人工智能相 关投入 ...