喜娜AI速递：昨夜今晨财经热点要闻｜2026年2月1日

Group 1 - Trump nominated Kevin Warsh as the next Federal Reserve Chairman, leading to a significant sell-off in the precious metals market, with gold dropping 12.92%, marking the largest single-day decline in 40 years, and silver plummeting over 36%, the largest intraday drop in history [2] - The storage chip market is expected to enter a "super cycle" by 2026, with prices stabilizing and rising due to increased demand driven by AI, while A-share storage-related companies are showing improved performance [2] - The China Securities Regulatory Commission held a meeting to discuss strategies for maintaining a stable and positive capital market, emphasizing the importance of high-quality implementation of the "15th Five-Year Plan" [2] Group 2 - Norway's Government Pension Fund achieved a 15.1% overall return in 2025, with accounting profits reaching 2.362 trillion kroner (approximately 1.72 trillion RMB), driven primarily by equity investments in technology, finance, and basic materials [3] - In January, the A-share market saw significant gains, particularly in the non-ferrous metals sector, which rose by 22.59%, with the top ten stocks gaining over 110% [3] - The real estate sector is facing challenges as major companies, referred to as the "Five Tigers of South China," have encountered severe difficulties, reflecting a painful transition from high leverage to a focus on low debt and high quality [3] Group 3 - A total of 42 stocks will be unlocked from restrictions next week, with a total market value exceeding 103.4 billion RMB, including significant unlocks from companies like Xinda Securities and Zhongwei Semiconductor [4] - Ten A-share companies, including Deep Kangjia A, have issued warnings about potential delisting due to financial indicators, with expectations of negative net assets or profits for 2025 [4] Group 4 - The cryptocurrency market experienced a sharp decline, with Bitcoin dropping over 7% and Ethereum around 10%, attributed to tightening liquidity and other factors [5] - The Chief Investment Officer of Bitwise predicts Bitcoin could reach approximately 6.5 million USD in the next 20 years, suggesting a potential price range of 75,000 to 100,000 USD in the short term [5]