减持新思科技、谷歌C、Spotify、联合健康、台积电、Sea、优步（Uber）、Weride Inc.，减持Meta Platforms 22.906万股，减持英伟达154万股，减持贝壳188万股。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 据景林资产13F披露文件，景林资产管理香港有限公司四季度增持谷歌母公司Alphabet（谷歌A）92.968 万股，增持英特尔69.436万股，增持拼多多61.131万股，并增持博通和富途控股。 在其投资组合中，重仓谷歌A、Meta、拼多多、网易、满帮，英伟达配置占比第七，阿里巴巴、英特尔 紧随其后。 ...

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]

美股中概股盘前多数上涨，蔚来涨4%，理想汽车涨2%，百度涨1%，富途控股涨0.4%，阿里巴巴涨 0.3%，京东涨0.1%，拼多多跌0.5%，携程跌0.6%。 本文源自：金融界AI电报 ...

监管 01 央行：强化消费领域金融支持 2月4日，中国人民银行发布消息，2026年1月30日，中国人民银行召开2026年信贷市场工作会议。 03 上海华瑞银行董事长任职资格获核准 日前，上海华瑞银行公告称，该行近日收到批复，国家金融监督管理总局上海监管局吴克照该行董事长的任职资 格。 04 凉山农商银行被罚120万元 会议提到，进一步完善金融"五篇大文章"各项机制，落实好结构性货币政策工具增量政策，加强与财政政策协 同，大力发展科技金融、绿色金融、普惠金融、养老金融、数字金融，强化消费领域金融支持。 02 银行不良资产转让出现新模式 日前，哈尔滨银行发布公告，对去年12月披露的一份债权转让协议进行说明。在这次债权转让过程中，部分约定 转让价款设置了收款条件，需依赖哈尔滨银行对标的债权的后续清收结果进行兑现。 业内人士认为，中小银行批量处置不良资产，或出于改善资产结构和提升资产质量的考虑。而附条件债权转让模 式，未来或许会被不良资产处置行业更多采用。（中国证券报） 据了解，付费通成立于2003年，并在2011年5月获得人民银行颁发的《支付业务许可证》，与支付宝、财付通都是 首批获得支付牌照的机构。 付费通主要股 ...

Key Points - SpaceX's application to launch 1 million satellites has been accepted by the FCC, aiming to create a data center network in orbit to support advanced AI models [4][5] - NIO has announced a profit forecast for Q4 2025, expecting an adjusted operating profit between RMB 700 million (approximately $100 million) and RMB 1.2 billion (approximately $172 million), marking its first quarterly profit [7][8] - The 2025 Hurun China 500 list shows TSMC retaining the top position with a value increase of RMB 3.5 trillion, while Xiaomi enters the top ten for the first time with a valuation of RMB 1 trillion [13][14] - Alibaba has unified its AI model branding under "Qwen" and launched a promotional campaign offering 3 billion RMB in discounts through its Qwen app [15][16] - Baidu plans to distribute dividends for the first time in 2026 and has authorized a share buyback program of up to $5 billion [16][17] - Li Auto is set to implement a "store partner" program to enhance operational efficiency and market responsiveness, giving store managers greater decision-making power [19] - Intel has appointed a new chief GPU architect, while Qualcomm has lost three key executives in a month [45][46] - Coupang has reported an expansion of a personal information leak affecting an additional 165,000 accounts, following a previous incident [53][54]

亚马逊发布最新财报显示，第四季度销售净额2133.9亿美元，预估2114.9亿美元，每股收益1.95美元， 预估1.96美元。公司预计2026年将投资约2000亿美元用于资本支出，预计第一季度营收为1735亿至1785 亿美元。这是迄今最新迹象表明美国科技企业短期内不会放缓其巨额人工智能投资。 2026年春节休市安排：2月15日（星期日）至2月23日（星期一）休市，2月24日（星期二）起照常开 市。另外，2月14日（星期六）、2月28日（星期六）为周末休市。此外，2月15日（星期日）至2月23日 （星期一）不提供港股通服务，2月24日（星期二）起照常开通港股通服务。 美股方面，三大指数集体收跌，道指跌1.2%，纳指跌1.59%，标普500指数跌1.23%。 大型科技股普跌，微软跌近5%，亚马逊跌超4%，AMD跌超3%，特斯拉跌超2%，英伟达跌超1%。谷 歌、苹果小幅下跌，Meta微涨。 纳斯达克中国金龙指数收涨0.9%，热门中概股涨跌不一，蔚来涨近6%，理想汽车涨超2%，小鹏汽车、 百度微涨；京东、网易、阿里巴巴、拼多多小幅下跌。 | | | 隔夜美股概览 | | | | --- | --- | --- | ...

（来源：TradingView） 昨夜今晨，近几天命途多舛的软件板块和加密货币再度迎来新一轮的下挫。疲软的美国就业数据也令过去几天的"板块轮动"戛然而止，抛售范围扩大到整个 市场。 截至收盘，标普500指数跌1.23%，报6798.4点；纳斯达克综合指数跌1.59%，报22540.59点，也是自去年4月以来最严重的三日抛售；道琼斯工业平均指数跌 1.2%，报48908.72点。比特币盘中跌破6.4万美元，近半年缩水近一半；现货白银也出现了单日下跌近20%的状况。 前几个交易日，美股的下跌局限在AI和软件相关的板块，周四抛售范围进一步扩大。标普500成分股中有318只个股下跌，部分原因在于最新劳动力市场数 据疲软。其中美国12月职位空缺意外下降至2020年以来的最低水平。挑战者裁员人数创下自2009年衰退最严重时期以来的1月最高纪录。 安联首席经济顾问Mohamed El-Erian表示："值得注意的是，这些裁员发生在GDP仍以约 4%速度增长的情况下，加速了就业与经济增长的脱钩——如果这一 现象持续下去，将产生深远的经济、政治和社会影响。" 周四收盘后，标普500指数又一次踩在100日均线上。令市场感到焦心的 ...

PDD Holdings Inc. ( PDD ) fell significantly in recent months, which I believe offers an opportunity to get one of China’s strongest balance sheets at a significant discount, with strong recovery potential, while the market focuses onI've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for abou ...

We recently published an article titled 12 High Growth E-commerce Stocks To Buy.  On January 28, Citi analyst Alicia Yap lowered the firm’s price target on PDD Holdings Inc. (NASDAQ:PDD) to $142 from $170 while maintaining a Neutral rating ahead of the company’s Q4 earnings report. The firm expects moderating domestic retail sales to weigh on results, partially offset by a recovery in Temu’s U.S. traffic, and warns that rising operating expenses could pressure PDD’s profitability into 2026. PDD’s abilit ...