操盘必读：影响股市利好或利空消息_2026年2月4日_财经新闻

Industry News - Recent rumors about adjusting the value-added tax rates for the gaming and financial industries have been circulating on some online platforms. Experts confirm that these rumors lack credibility, as the highest VAT rate in China is clearly defined at 13% and a rate of 32% does not exist [24] - The Shanghai Gold Exchange announced adjustments to the trading margin levels and price fluctuation limits for certain gold and silver contracts. Starting from February 4, 2026, the margin for gold contracts will increase from 16% to 17%, and the price fluctuation limit will rise from 15% to 16%. For silver contracts, the margin will decrease from 26% to 23% [24] - Data from the Shanghai Stock Exchange shows that in January 2026, there were 4.9158 million new A-share accounts opened, representing a month-on-month increase of 89% and a year-on-year increase of 213% compared to January 2025 [24] Company News - Guizhou Moutai announced that as of the end of January 2026, it has repurchased a total of 416,900 shares, with a total expenditure of 571 million yuan [26] - It was reported that Cambricon's revenue for 2026 is expected to reach 20 billion yuan, although this figure is significantly below expectations. The company stated that it has not organized any small-scale communications recently and has not provided any revenue guidance [26] - One Automobile Liberation announced plans to use no more than 10 billion yuan of its own funds for entrusted wealth management [26] - Hongfu Technology announced a contract worth 480 million yuan with Guangdong Quanxiang to provide robots and other products [26] - CATL reported that as of January 31, it has repurchased 15.9908 million A-shares, with a total transaction amount of 4.386 billion yuan [26]