华尔街见闻早餐FM-Radio | 2026年2月7日

Market Overview - US consumer confidence reaches a six-month high, driving a rebound in US stocks, with the S&P 500 rising nearly 2%, marking its best single-day gain since May last year [2] - Nvidia's CEO Huang Renxun states that AI demand is extremely high, leading to a 7% surge in Nvidia's stock and a 5.7% increase in chip stocks [2] - Bitcoin price skyrockets by 11%, returning to $70,000, while Ethereum also rises by 11%, surpassing $2,000 [2] - US Treasury yields rise across the board, with the 10-year yield increasing by nearly 3 basis points [2] Key Developments in China - The People's Bank of China and eight other departments prohibit domestic entities from issuing virtual currencies abroad without approval [4][16] - The State Council emphasizes the need to effectively utilize central budget investments and special bonds to stimulate economic growth [17] - Domestic AI computing power milestone achieved with the launch of the largest domestic AI computing pool by Sugon [18] International Affairs - Progress in US-Iran nuclear negotiations, with both sides agreeing to "maintain dialogue" despite ongoing disputes over specific terms [6][20] - Concerns arise over the massive $650 billion investment by tech giants, with Nvidia's CEO defending the sustainability of high spending due to strong AI demand [21] Company-Specific News - Amazon's stock drops 5.6% post-earnings, despite a 40% increase in AWS backlog to $244 billion, as the market reacts negatively to projected capital expenditures of $200 billion by 2026 [34] - Stellantis announces a €22 billion write-down and plans to withdraw from electric vehicle projects, indicating a significant shift in strategy due to cost pressures and demand slowdown [35]