深夜，疯涨！美伊重磅，原油跳水；贵金属，深V反弹；台积电，售罄

Market Overview - US stock market rebounded with all three major indices closing higher, S&P 500 rose by 0.54% to 6976.44 points, just 2.16 points shy of its historical closing high [1] - Over 100 S&P 500 companies are set to report earnings this week, with nearly 80% of those that have reported so far exceeding expectations [1] - Major storage companies performed well, with SanDisk up 15.44%, Micron Technology up 5.52%, Seagate Technology up 6.2%, and Western Digital up 7.99% [1] Commodity Market - International crude oil futures fell over 5% on February 2, closing down more than 4% by February 3, amid easing geopolitical risks [1] - Gold prices saw fluctuations, with spot gold increasing by 1% to $4705.87 per ounce, while COMEX gold futures fell by 1.35% to $4680.9 per ounce [2] - Silver futures on COMEX rose by 0.93% to $79.265 per ounce, while domestic silver futures experienced significant volatility, with a drop of 20% on February 2 [2] Industry Developments - TSMC's 2nm capacity is fully booked by global tech giants, with AMD planning to produce 2nm CPUs starting in 2026, and Google and AWS expected to adopt the technology in 2027 [3] - EY's report indicates that foreign securities firms are accelerating their presence in China's capital market, with 16 foreign-controlled securities firms expected to operate in China by June 2025 [4] - The semiconductor industry is experiencing a price surge, with DRAM and NAND flash prices expected to rise significantly in Q1 2026 [5] Company News - Guizhou Moutai's e-commerce platform, iMoutai, has seen a significant increase in active users, surpassing 10 million monthly active users since launching a new product at 1499 yuan per bottle [5] - Chip manufacturer Chipone Technology reported a revenue of 394 million yuan for 2025, with a year-on-year growth of 11.52% [5] - Tesla announced the upcoming launch of its third-generation humanoid robot, Optimus V3, with an expected annual production of one million units [6] Economic Policies - The State Council's recent planning document aims to establish a world-class urban circle centered around the capital, enhancing regional competitiveness and infrastructure development [7] - The Ministry of Commerce has introduced a special plan to boost consumer spending during the Spring Festival, encouraging trade-in subsidies and retail support [7] - The Ministry of Industry and Information Technology reported a projected 10.6% growth in the electronic information manufacturing industry by 2025, with significant increases in integrated circuit production [8]