SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2026-02-02 12:32Group 1 - Major stock indices are experiencing declines, with Dow futures down 0.63%, S&P 500 futures down 0.90%, and Nasdaq futures down 1.18% [1] - Silver prices have dropped over 15% in a single day, erasing a month's worth of gains, with spot silver trading at $71.5 per ounce, down from a historical high by $50 [1] - Chinese concept stocks are broadly declining, with notable drops including Xiaopeng Motors down 5.5%, Alibaba down 2.7%, and Baidu down 2.8% [1] Group 2 - TSMC's 2nm production capacity has been fully booked by global tech giants, with AMD planning to produce 2nm CPUs starting in 2026, and Google and AWS expected to adopt this technology in 2027 [1] - Citigroup warns that gold valuations have reached extreme levels, with global gold expenditure as a percentage of GDP hitting 0.7%, the highest in 55 years, indicating potential risks for gold prices if the allocation ratio returns to historical norms [2] - Tesla announced the upcoming launch of its third-generation humanoid robot, targeting an annual production of one million units, while the company's stock fell by 1.74% [2] Group 3 - Oracle plans to raise $45 billion to $50 billion for AI data center expansion, amid concerns about its cash flow, leading to a drop of over 5% in its stock price [3] - CoreWeave's stock fell by 3.3% following multiple executives and board members selling shares, including the CEO who sold 82,456 shares for approximately $8.75 million [3] - Barclays predicts that U.S. Treasury bond issuance will remain stable for two consecutive years, aligning with previous policy guidance [2]