截至2026年2月3日 13:10，上证科创板芯片指数(000685)上涨0.21%，成分股华峰测控上涨6.95%，芯原股份上涨6.75%，联芸科技上涨4.24%，天岳先进上涨 4.22%，睿创微纳上涨3.94%。科创芯片ETF汇添富(588750)上涨0.29%，最新价报1.75元。拉长时间看，截至2026年2月2日，科创芯片ETF汇添富近1月累计 上涨11.46%。（以上所列股票仅为指数成份股，无特定推荐之意） 流动性方面，科创芯片ETF汇添富盘中换手2.28%，成交1.23亿元。拉长时间看，截至2月2日，科创芯片ETF汇添富近1月日均成交2.11亿元，居可比基金前 3。 TrendForce指出，存储芯片领域两大主要产品类别DRAM与NAND闪存现货价格累计上涨超过300%。2026年第一季AI与数据中心需求持续加剧全球存储器供 需失衡，原厂议价能力有增无减，预估NAND Flash合约价则从季增33-38%上调至55-60%，并且不排除仍有进一步上修空间。 Wind数据显示，受涨价潮提振，截至2月2日，41家存储概念公司中，25家披露业绩预告，其中16家预喜，多家公司在2025年第四季度业绩提升明显。 ...

台股指数下跌1.4%，在投资者降低总仓位的触发下，32，000点下方动能回撤，成长型板块受创尤为严重。 台积电股价基本持平，但其他权重股(联发科-3.1%、台达电-3.7%、鸿海-2.7%、国巨-7%)表现均逊于大盘。 然而，根据外资反馈，市场情绪似乎保持稳健，未出现恐慌性抛售，市场人士甚至在关注买入机会，尽管区域及 隔夜市场尚未从抛售中企稳。 台积电股价基本持平，但其他权重股(联发科-3.1%、台达电-3.7%、鸿海-2.7%、国巨-7%)表现均逊于大盘。 然而，根据外资反馈，市场情绪似乎保持稳健，未出现恐慌性抛售，市场人士甚至在关注买入机会，尽管区域及 隔夜市场尚未从抛售中企稳。 动能板块出现多只个股跌停，如存储板块(南亚科-10%、群联-10%、华邦电-10%、力积电-10%)。 非科技板块也并非避风港，其中石化板块跌幅最大，达6.7%。 与1月的狂热相比，今日交易台成交量较轻，市场成交额环比下降21%。 动能板块出现多只个股跌停，如存储板块(南 台股指数下跌1.4%，在投资者降低总仓位的触发下，32，000点下方动能回撤，成长型板块受创尤为严重。 ...

Group 1 - The article discusses the financial difficulties faced by the Shenzhen-based gold trading platform "Yun Dian Dang," which has encountered issues similar to those of "Jie Wo Rui," leading to significant cash flow problems due to difficulties in recovering funds from hedging operations [3][5] - Users have reported that they are unable to withdraw their gold assets and balances from the platform, prompting the company to announce a registration process for users to choose a repayment plan [3] - The company has stated that the cash flow issues are exacerbated by industry panic, resulting in a concentrated run on withdrawals [3] Group 2 - The article mentions that the trading model of "Yun Dian Dang" is similar to that of "Jie Wo Rui," utilizing a price recovery mechanism and allowing for high leverage trading, which poses risks associated with low margin and speculative trading [5] - The article highlights the recent appointment of Li Qiangqing as the general manager of Kweichow Moutai's sales company, indicating a significant leadership change in a major player in the liquor industry [6] - It notes that Kweichow Moutai's sales revenue is projected to exceed 1.459 billion yuan and 1.105 billion yuan in the first three quarters of 2024 and 2025, respectively [6]

Group 1 - Li Qiangqing has been appointed as the general manager of Kweichow Moutai Sales Co., a core subsidiary of Kweichow Moutai, which is responsible for market operations and sales of Moutai liquor. The sales revenue for Moutai liquor is projected to exceed 145.9 billion yuan and 110.5 billion yuan for the first three quarters of 2024 and 2025, respectively [4][6] - The Shanghai Gold Exchange has adjusted the margin levels and price limits for silver deferred contracts due to significant price volatility in the silver market [7] - Mercedes-Benz has adjusted the manufacturer's suggested retail prices for some models by approximately 10%, which is expected to provide some liquidity relief for dealers [6][7] Group 2 - Huayi Brothers' stock price has plummeted due to a consumption restriction imposed on Wang Zhonglei, the company's legal representative, facing a risk of delisting. The company has been involved in multiple legal disputes with a total amount of approximately 111 million yuan in the past year [5][6] - The "Yun Dian Dang" gold trading platform in Shenzhen is experiencing withdrawal issues, similar to the previous crisis faced by "Jie Wo Rui." The company has reported significant funding gaps due to operational difficulties and industry panic [1][2] - The IPO policy rumors regarding an increase in on-site inspection ratios and batch suspensions have been debunked as old news, with no new regulations confirmed by the China Securities Regulatory Commission [6][7] Group 3 - Disney reported a revenue of $25.98 billion for Q1 of fiscal year 2026, a 5% year-on-year increase, with adjusted earnings per share of $1.63 [16] - Samsung SDI reported a battery sales revenue of 3.62 trillion won for Q4, with a loss of 33.85 billion won [16] - The company Rui Pu Lan Jun expects a net profit of 630 million to 730 million yuan for the year ending December 31, 2025, marking a turnaround from a net loss of approximately 1.353 billion yuan for the previous year [17]

Group 1 - Qianwen App announced an investment of 3 billion to launch a Spring Festival campaign, integrating with Alibaba's ecosystem including Taobao, Damai, Feizhu, and Hema, set to go live on February 6 [2] - Tencent's internal communication addressed concerns regarding the Yuanbao "Spring Festival Red Packet" sharing, emphasizing that the design allows for "no-threshold" receipt, distinguishing it from malicious marketing practices [3][3] - SpaceX acquired xAI for $250 billion, based on a recent funding round that valued xAI at $230 billion, highlighting the significant financial movements within the AI sector [3] Group 2 - Waymo raised $16 billion in its latest funding round, achieving a valuation of $126 billion, nearly doubling in less than two years, indicating strong investor confidence in autonomous vehicle technology [8] - Snowflake entered a $200 million partnership with OpenAI to integrate advanced AI models into its cloud data platform, reflecting the growing reliance on AI for data insights [9] - Tesla announced the upcoming mass production of its humanoid robot by the end of 2026, with an expected annual output of 1 million units, showcasing advancements in robotics [9] Group 3 - Mercedes-Benz adjusted the suggested retail prices of some models by approximately 10%, aiming to improve cash flow for dealers [15] - Zhijidongli completed a $200 million Series B financing round, with participation from various notable investors, indicating strong interest in the company's growth potential [15] - National Semiconductor's 2nm production capacity has been fully booked, with major tech companies planning to utilize this advanced technology in upcoming products [12]

新股上市：N世盟 001220.SZ 中签缴款：电科蓝天 688818.SH 中签缴款：林平发展 603284.SH 1、亚太金融市场遭遇"黑色星期一"，美联储政策不确定性引发抛售。韩国综指收盘跌5.26%，印尼综指跌4.88%，盘中均一度触发熔断。日经225指数跌 1.25%。A股、港股三大股指均跌超2%，资源股遭遇重挫，国内期货市场大宗商品10多个品种跌停。泰国黄金线上期货一度暂停交易。 来源：市场资讯 （来源：国金证券第5小时） 03 星期二 2026年2月 2、十部门发文推动低空经济标准体系建设，重点围绕低空航空器、低空基础设施、低空空中交通管理、安全监管和应用场景五大核心领域，建立"四维融 合"标准供给体系，要求到2027年体系基本建立。 2、周一国投白银LOF复牌后"一字跌停"，国投瑞银盘后发布公告称，由于国际白银价格极端波动，为避免基金净值虚高，决定参考国际白银价格调整基 金估值。2月2日，调整后的净值为2.2494元，单日跌幅高达31.5%，创公募基金单日下跌历史纪录。据此计算，目前二级市场价格溢价率达109.92%。 3、上海启动收购二手住房用于保障性租赁住房工作，浦东新区、静安区、徐汇区为 ...

来源：喜娜AI 一、市场: ●2月3日收盘：美股周一收高，市场关注科技股财报与就业报告 北京时间2月3日凌晨，美股周一收高，道指涨超500点。投资者暂时忽略白银与比特币近期跌势，关注 科技巨头财报与1月非农就业报告，超100家标普500指数成份公司本周公布财报。甲骨文筹资扩建产 能，股价先涨后跌。市场关注英伟达与OpenAI合作，该计划陷入停滞，双方或重新协商。财报季重磅 来袭，亚马逊和Alphabet股价周一上涨，迪士尼财报超预期但股价跌7%。德意志银行称盈利增长有望达 四年最强，约78%已公布财报的标普500成分股公司业绩超预期。 [1] ●2月3日美股成交额前20：传英伟达向OpenAI投资计划已陷入停滞 2月3日美股成交额前20的部分公司有新动态。英伟达收跌2.89%，传其向OpenAI投资1000亿美元计划停 滞，内部对OpenAI存疑虑，双方或重新协商合作模式。特斯拉收跌1.98%，马斯克正深入谈判合并 SpaceX与xAI。苹果收高4.04%，全新OLED屏幕MacBook Pro将提前搭载M6芯片上市，M6或不采用台 积电2纳米N2P制程。闪迪、美光、谷歌A类股等也有不同表现，甲骨文发行250 ...

兄弟姐妹们啊，今晚请暂时忘掉旧时代的资产黄金白银，现在AI时代，真正的"黄金"是内存，是存储！今晚的美股，存储芯片板块，涨疯 了。 存储概念暴涨 2月2日晚间，美股摆脱了金银暴跌的影响，低开高走。道指涨约400点，纳指涨约0.4%，标普指数涨约0.4%。 美股最大的亮点之一，就是存储概念板块暴涨，延续自1月以来的涨势。闪迪公司涨幅扩大至143%，希捷科技、美光科技、西部数据均上 涨超过4%。 Lombard Odier Asset Management的Florian Ielpo认为，这份报告暗示美联储利率可能会在较长时间内维持稳定，因为央行已成功带动制造业 重新活跃起来。 他表示："这一变化从根本上利好企业盈利，不仅支持美国股市，也会带动那些对美国增长动能有敞口的全球股市。短期来看，这进一步 强化了'金发姑娘'叙事——增长稳健、通胀受控。" | 了 筛选 | 最新价 = | 涨跌幅 = □ | | --- | --- | --- | | 闪迪 | 659.22 | +14.40% | | us SNDK | | | | 希捷科技 | 425.84 | +4.45% | | US STX | | | | 美光 ...

记者｜雷晨 编辑｜巫燕玲 近期，多家光模块龙头企业发布了2025年的业绩预告。数据显示，相关公司的净利润出现了大幅增长。其中，中际旭创和新易盛的表现尤为突 出。 这背后，是800G等高速光模块订单的持续释放。同时，下一代1.6T技术也已开始商用部署，推动行业技术迭代不断加快。 行业分析认为，光模块行业的高景气与全球AI发展的宏大叙事紧密相连。海内外云厂商的高额资本开支、中国市场的需求回归、技术升级带来 的"量价齐升"，以及AI需求从训练侧向推理侧的延伸，共同构成了行业持续增长的坚实基础。 高增下的分化 光模块是数据传输的关键部件，它像连接数据中心各个服务器的"高速公路"。随着AI大模型训练、自动驾驶、云计算等应用对算力需求的爆炸 式增长，光模块企业成了直接受益者。 中际旭创的业绩预告显示，公司2025年预计实现归属于上市公司股东的净利润98亿元至118亿元，增长率高达89.50%至128.17%。扣除股权激 励费用前，公司光模块业务实现合并净利润约108亿元至131亿元，同比增长90.81%至131.44%。 2月2日，中际旭创收盘报591元/股，市值 6567亿。 新易盛的表现则更胜一筹。其预计2025年实 ...

Investment Rating - The report gives a "Buy" rating for the company, marking the first coverage of the stock [4][6]. Core Insights - The company is a leading Taiwanese semiconductor cleanroom provider, with significant advantages in the packaging sector. It has established a strong position in cleanroom system integration, serving key clients in the semiconductor and precision manufacturing industries [1][14]. - The company has seen steady revenue growth, with a compound annual growth rate (CAGR) of 14% from 2018 to 2024, reaching a revenue of 2 billion yuan in 2024. The first three quarters of 2025 continued this trend with a revenue of 2.1 billion yuan, a year-on-year increase of 46% [1][4]. - The establishment of a subsidiary in the United States is expected to significantly contribute to the company's revenue, with potential orders from major clients like TSMC estimated to bring in 17.5 billion yuan in total contracts [3][4]. Company Overview - The company was founded in 2003 as a subsidiary of Taiwan's Shenghui and specializes in cleanroom system integration, covering the entire EPCO (Engineering, Procurement, Construction, and Operation) value chain [14]. - The business structure is primarily focused on cleanroom system integration, with downstream sectors including semiconductors (59%), precision manufacturing (31%), and others [1][14]. Financial Analysis - The company experienced a decline in net profit in 2024 due to fluctuations in gross margin, but it is expected to recover in 2025 with a projected net profit of 144 million yuan, a year-on-year increase of 26% [4][28]. - The gross margin has been under pressure, decreasing from 16% in 2020 to 13% in 2024, but is anticipated to improve as project structures optimize [28][35]. - The company has maintained a strong order backlog, with orders reaching 2.54 billion yuan by the end of Q4 2025, a 46% increase year-on-year, which is expected to drive revenue growth [4][47]. Industry Insights - The U.S. semiconductor capital expenditure is robust, with significant investments from major players like TSMC and Samsung, leading to a mismatch in cleanroom supply and demand [2][3]. - The Southeast Asian market is experiencing high demand for cleanroom services, driven by the expansion of semiconductor-related industries, with the company seeing substantial revenue growth from this region [3][4].