Market Overview - U.S. stock futures are indicating a lower opening as investors react to global manufacturing concerns, uncertainty regarding the Federal Reserve's leadership, and a sell-off in precious metals and cryptocurrencies [1][2] - Major indexes are poised for declines following a weak close on Wall Street last Friday, with E-mini S&P 500 futures down approximately 0.7% and Nasdaq 100 futures falling roughly 1% [2] Current Performance of Major Market Indexes - The S&P 500 slipped 0.4% to 6,930.03, the Dow Jones Industrial Average fell 0.4% to 48,892.47, and the Nasdaq Composite dropped 0.9% to 23,461.82 [3] - The US500 index fell to 6,871 points, losing 0.99% from the previous session, while the Russell 2000 index declined 2.0% last week [3] Upcoming Market Events - Key economic data releases this week include the U.S. non-farm payrolls report, Manufacturing and Services PMI readings, ADP employment change, and weekly jobless claims [4] - The ISM manufacturing PMI has remained in contractionary territory since March 2025, heightening focus on these indicators [4] Corporate Earnings - Major tech companies reporting this week include Advanced Micro Devices, Amazon, Alphabet, Qualcomm, PayPal, and Super Micro Computer, with Palantir Technologies and The Walt Disney Company reporting today [5] - Analysts project moderate revenue growth for Disney, but there are risks of earnings per share slipping [12] Central Bank Decisions - The Reserve Bank of Australia, European Central Bank, and Bank of England are expected to set new policy rates, while the Federal Reserve recently left its benchmark interest rate unchanged at a range of 3.5% to 3.75% [6] Major Stock News - President Trump's nomination of Kevin Warsh as the next Federal Reserve Chair has introduced uncertainty into monetary policy expectations, impacting precious metals and strengthening the U.S. dollar [7] - Apple reported a record-breaking fiscal Q1 2026 with revenue of $143.8 billion, up 16% year-over-year, driven by iPhone sales and services growth [12] - Tesla shares fell 3.2% despite beating earnings estimates, facing pressure from competition and planning to double AI capital expenditures to $20 billion [12] - The healthcare insurance sector is under pressure due to a proposed minimal increase in Medicare payment rates for 2027, leading to significant declines in shares of UnitedHealth Group, Humana, and CVS Health Corporation [12] - Goldman Sachs saw a surprising 56% surge in 2025, benefiting from its trading desks and exiting consumer banking [12] - Nvidia slipped 2% in premarket trading amid broader tech sector pressure, with other tech companies like Samsung Electronics and SK Hynix also experiencing sell-offs [12]

整理 | 美股研究社 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【Kimi K2.5成为OpenClaw首个宣布免费使用的主力模型】 在2月1日医疗人工智能协同创新论坛上，华为发布"行业AI梦工厂"智慧医疗专区，同时联合瑞 金医院发布RuiPath智慧病理一体机。具体而言，华为云将面向基层医院和医生，发布业界首 个智慧病理云边端解决方案，同时与爱康集团合作，面向个人打造健康管理智能体，同时打造 全国首个面向医疗行业的医疗AI社区。 【小鹏全球首款AI汽车正式开启海外大规模发运】 2月2日，新款小鹏P7+作为全球首款AI汽车，正式开启海外大规模发运，从江苏连云港启程， 销往全球18个国家。作为小鹏汽车首款面向全球的车型，2026款小鹏P7+在全球36国发布， 同步正在奥地利格拉茨工厂推进本地化生产，预计今年4月将在25个欧洲市场开始交付。 【2026支付宝集福新增"健康福"，由健康AI"蚂蚁阿福"发放】 2026年春节"支付宝集福啦"活动将 ...

Tesla's Direct China Rival Xiaomi Reports Strong Sales, But This Giant Is Tumbling | Investor's Business DailyBREAKING: [Futures Fall, Bitcoin Dives To Lowest Since 2024]---Tesla's China EV rivals Xiaomi (XIACY), Li Auto (LI), XPeng (XPEV), Nio (NIO) and BYD (BYDDF) reported January sales on Sunday. Xiaomi and especially showed the best performances vs. a year earlier, while XPeng and especially BYD suffered significant declines. Tesla (TSLA) doesn't report monthly sales, but investors will get figures from ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 人形机器人利好消息不断。 亚太股市大跌 2月2日，全球市场迎来"黑色星期一"，亚太股市全线暴跌。 其中，韩国综合指数下跌5.26%，创2025年4月8日以来的最大跌幅，当天中午12时31分，韩国证券交易 所一度启动今年以来首次暂停程序化交易"临时停牌"措施。印尼雅加达综合指数下跌4.88%，日经225下 跌1.25%，越南胡志明指数下跌1.23%，澳洲标普200指数、新西兰标普50指数等亦有下跌。 | | | 亚太市场(AP) | | | --- | --- | --- | --- | | 韩国KOSPI200 | 725.46 c | -42.95 | -5.59% | | 韩国综合指数 | 4949.67 c | -274.69 | -5.26% | | 印尼综指 | 7922.73 c | -406.88 | -4.88% | | 韩国KOSDAQ | 1098.36 c | -51.08 | -4.44% | | MSCI亚洲新兴市场 | 817.34 | -21.73 | -2.59% | | MSCI基南 | 643.02 ...

Core Insights - The report titled "2025 Consumer Rankings: Decoding Consumption Trends" was officially released by the World Research Index on January 27, providing a systematic analysis of hot categories, brands, and consumption hotspots for 2025, aimed at helping businesses accurately grasp consumption trends and identify growth opportunities [1]. Group 1: Key Observations - The report's core observation revolves around two main themes: "Rational Foundation, Value Return" and "Emotional Leap, Scene Integration," utilizing a proprietary consumption index evaluation system developed by the World Research Index [4]. - The report systematically outlines annual hot categories, the top 100 brands, twelve major industry hot brands, a hot consumption map, and key events, presenting an objective and dynamic view of consumption trends in the Chinese market [4]. Group 2: Annual Hot Categories - The top annual hot categories include cooking oils and seasonings (1.82), mobile communications (1.74), major appliances (1.70), and main fermented foods (1.65), indicating a strong consumer focus on essential goods and the continued penetration of technology in daily life [6]. - Categories such as smart devices (1.59) and facial care (1.55) reflect a trend towards intelligent and convenient upgrades in consumer products [6]. Group 3: Annual Brand Rankings - The top brands in the annual brand rankings include Apple (1.93), BYD (1.91), and Huawei (1.82), showcasing strong brand loyalty and consumer interest in technology and lifestyle products [8]. - In the 3C digital and home appliance sectors, brands like Apple, Huawei, and Xiaomi are noted for their innovation in AI smartphones and smart home products, indicating a shift towards integrated smart living solutions [12]. Group 4: Industry Trends - The outdoor trend is reshaping the sportswear and outdoor industries, with domestic brands like Anta and Li Ning leveraging functional technology and aesthetic styles to penetrate everyday fashion, promoting a "national outdoorization" consumption trend [14]. - The pet product market is evolving from basic care to high-quality living, with brands focusing on scientific and premium offerings, driven by trends towards "humanization" in pet care [19]. Group 5: Consumption Hotspots - The report identifies social livelihood and digital technology as the two main engines of annual consumption hotspots, intertwined with seasonal rhythms and cultural tourism emotions, shaping a rich and interconnected consumption pulse [24]. - Key consumption events for 2025 have shifted from traditional holiday promotions to a diverse network of social emotions, technological innovations, and cultural phenomena, marking the entry into an era of omnipresent consumption triggers [26].

③ 【中概股普跌，小鹏汽车跌5.5%】中概股盘前普跌。截至发稿，阿里巴巴跌2.7%，拼多多跌1.6%， 网易跌2.5%，百度跌2.8%，京东跌2.0%，小鹏汽车跌5.5%。 ④ 【台积电2nm产能已被预订一空】2月2日，据媒体报道，台积电的2nm产能已被全球科技巨头全部预 订。其中，AMD计划于2026年开始生产基于2nm工艺的CPU，而谷歌和AWS据称分别计划于2027年第 三季度和第四季度采用该工艺。此外，英伟达计划于2028年推出其"Feynman AI"GPU，预计将采用台积 电的A16工艺，该工艺采用背面供电设计。 每经记者：宋欣悦 每经编辑：高涵 ① 【三大期指齐跌】截至发稿，道指期货跌0.63%、标普500指数期货跌0.90%、纳指期货跌1.18%。 ② 【白银日内跌超15%，三个交易日抹平一个月涨幅】国际黄金和白银价格2日大幅下跌，其中黄金期 货价格一度回落至每盎司4500美元下方，白银期货价格一度跌至每盎司72.35美元。与1月29日创下的历 史最高点相比，2日白银价格盘中低点的累计跌幅已达40%，金价累计跌幅约20%。现货白银日内跌超 15%报71.5美元/盎司，较历史高位回落50美元，仅 ...

单台成本有望控制在2万美元以内。 | 作者 | | 小鑫 | | --- | --- | --- | | 编辑 | | 小白 | 制图:市值风云APP 2月2日资讯摘要:第三代特斯拉人形机器人即将亮相,首款 量产。全面优化机械、算法与交互，自主学习，无需预设。 已启动产能建设,目标单台成本2万美元内,奠定商业化基础。 免责声明： 本报告（文章）是基于上市公司的公众公司属性、以上市公司根据其法定义务公开披露的信息（包括但 不限于临时公告、定期报告和官方互动平台等）为核心依据的独立第三方研究；市值风云力求报告（文章）所载内 容及观点客观公正，但不保证其准确性、完整性、及时性等；本报告（文章）中的信息或所表述的意见不构成任何 投资建议，市值风云不对因使用本报告所采取的任何行动承担任何责任。 以上内容为 市值风云APP 原创 未获授权 转载必究 | 灵巧手 | | 控制系统 | | | --- | --- | --- | --- | | 隆盛科技 | 鼎智科技 | 泰晶科技 | 利亚德 | | 江苏雷利 | 拓郭股份 | 美格智能 | 禾川科技 | | 领益智造 | 蓝思科技 | 雷赛智能 | 均胜电子 | | 兆威 ...

来源：问董秘 尊敬的投资者，您好！鉴于商业保密原则，具体客户业务信息不便披露，敬请谅解。 投资者提问： 查看更多董秘问答>> 董秘您好！公司在汽车电子领域已获得特斯拉合格供应商代码，请问：1）目前为特斯拉供应哪些具体 产品（如动力电池模切件、汽车电子功能性器件）？2）2025年来自特斯拉的收入占比多少，同比增速 如何？3）是否已进入特斯拉储能项目供应链，相关产品研发与客户验证情况？4）2026年与特斯拉合作 的增长目标与产能配套计划？ 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 董秘回答(达瑞电子SZ300976)： ...

④ 【台积电2nm产能已被预订一空】2月2日，据媒体报道，台积电的2nm产能已被全球科技巨头全部预 订。其中，AMD计划于2026年开始生产基于2nm工艺的CPU，而谷歌和AWS据称分别计划于2027年第 三季度和第四季度采用该工艺。此外，英伟达计划于2028年推出其"Feynman AI"GPU，预计将采用台积 电的A16工艺，该工艺采用背面供电设计。 ⑤ 【花旗：黄金估值已达极端水平，下半年避险情绪消退将成最大利空】花旗警告黄金估值已达极端 区域，全球黄金支出占GDP比例飙升至0.7%，为55年来最高。若黄金配置比例回归0.35%~0.4%的历史 常态，金价将面临"腰斩"风险。 随着2026年下半年俄乌冲突有望达成协议、美国经济上行及美联储独 立性确认，避险情绪的集体消退将撤走金价最后支柱。 ⑥ 【目标年产百万台，第三代特斯拉人形机器人即将亮相】2月2日，特斯拉官方微博宣布，第三代特 斯拉人形机器人即将亮相，预计年产百万台。截至发稿，特斯拉跌1.74%。 ① 【三大期指齐跌】截至发稿，道指期货跌0.63%、标普500指数期货跌0.90%、纳指期货跌1.18%。 ⑩ 北京时间今晚23：00，美国1月ISM制 ...

数据显示，丹麦1月份特斯拉新车注册量同比增长2.7%。 ...