2026年2月3日 星期1 5 ။ 디 LT 1 隔夜市场 美股三大指数集体收涨，道指涨1.05%，标普500指数涨0.54%，纳指涨0.56%，大型科技股涨跌不一，苹果涨超4%，谷歌、亚马逊涨超1%，英伟达跌超 2%，微软、Meta跌超1%。美国基建股、存储概念股涨幅居前，闪迪涨超15%，西部数据涨近8%，卡特彼勒涨超5%。加密货币、贵金属、能源股普跌， Robinhood跌超9%，Circle跌近8%，美洲白银公司跌超5%，Coinbase跌超3%。纳斯达克中国金龙指数收跌0.65%，热门中概股多数下跌。小鹏汽车跌超 8%，好未来跌逾4%，爱奇艺跌超4%，蔚来跌近4%，小马智行跌近4%，世纪互联涨近4%，金山云涨超3%，新东方涨近3%，满帮集团涨超2%，百胜中国 涨逾2%。 现货金银"V"型反转，现货黄金一度重回4800美元/盎司，截至北京时间周二凌晨5:25，暂报4665美元/盎司。现货白银跌幅收窄至2.3%后震荡下跌，截至北 京时间周二凌晨5:25，暂在80.00美元/盎司一线波动。 WTI原油期货价格收跌4.71%，报62.14美元/桶。布伦特原油期货收跌4.36%，报66.30美元/桶。美国天然气 ...

每经编辑｜胡玲 张喜威 V 2026脑机接国开发者大会将于2月 办" 2国内成品油将开启新一 -轮调价窗口 (3)东鹏饮料: H股预计2月3日上市 1 隔夜市场 美股三大指数集体收涨，道指涨1.05%，标普500指数涨0.54%，纳指涨0.56%，大型科技股涨跌不一，苹果涨超4%，谷歌、亚马逊涨超1%，英伟达跌超 2%，微软、Meta跌超1%。美国基建股、存储概念股涨幅居前，闪迪涨超15%，西部数据涨近8%，卡特彼勒涨超5%。加密货币、贵金属、能源股普跌， Robinhood跌超9%，Circle跌近8%，美洲白银公司跌超5%，Coinbase跌超3%。纳斯达克中国金龙指数收跌0.65%，热门中概股多数下跌。小鹏汽车跌超 8%，好未来跌逾4%，爱奇艺跌超4%，蔚来跌近4%，小马智行跌近4%，世纪互联涨近4%，金山云涨超3%，新东方涨近3%，满帮集团涨超2%，百胜中国 涨逾2%。 美国劳工统计局表示，由于联邦政府部分"停摆"，原定于6日发布的美1月就业报告将不会按时公布。 周二，美元指数上涨0.67%，在汇市尾市收于97.635。在岸人民币兑美元（CNY）北京时间03:00收报6.9448元，较上周五夜盘收盘涨 ...

2月2日，香港金融管理局（以下简称"香港金管局"）总裁余伟文在立法会财经事务委员会会议后向媒体 表示，该局正在对已收到的稳定币发行人牌照申请进行评估，并已向部分机构要求补充材料，例如稳定 币的具体应用场景、风险管理框架及储备资产类别等详细信息，目标是争取在今年3月发出香港首批稳 定币发行人牌照。 京东旗下的京东币链科技（香港）是香港金管局于2024年7月公布的首批稳定币沙盒测试三大参与者之 一，与渣打银行、圆币科技一同成为"吃螃蟹者"。紧接着，小米旗下天星银行宣布与京东币链科技达成 稳定币合作，由此引发市场对互联网大厂布局Web3（第三代互联网）的无限遐想。 作为香港三大发钞行之一，渣打银行凭借其深厚的金融基础设施与先发的沙盒测试经验，也被市场寄予 厚望。 在《稳定币条例》于2025年8月1日生效后，首批牌照申请窗口于同年9月30日关闭。根据香港金管局此 前披露的信息，期间共收到36份申请。申请机构类型多元，涵盖银行、科技企业、证券/资产管理/投资 公司、电商、支付机构、初创/Web3企业等。 （文章来源：每日经济新闻） 不过，他同时强调："首批发牌的数量一定不多，以稳妥为目标。" 余伟文特别强调了跨境活动的 ...

每经记者｜李旭馗 每经编辑｜陈柯名 董兴生 编辑|陈柯名 董兴生 杜恒峰 2025年5月，蚂蚁集团旗下的蚂蚁国际成为汇丰银行以代币化存款为本的区块链结算服务的首家客户，旗下公司在汇丰账户的存款经代币化后，成功完成 即时的内部资金调拨。另一关键实体蚂蚁数科作为蚂蚁集团科技商业化板块，已于2025年4月将海外总部落户香港，蚂蚁数科在区块链领域拥有众多全球 领先的技术和专利。 京东旗下的京东币链科技（香港）是香港金管局于2024年7月公布的首批稳定币沙盒测试三大参与者之一，与渣打银行、圆币科技一同成为"吃螃蟹者"。 紧接着，小米旗下天星银行宣布与京东币链科技达成稳定币合作，由此引发市场对互联网大厂布局Web3（第三代互联网）的无限遐想。 作为香港三大发钞行之一，渣打银行凭借其深厚的金融基础设施与先发的沙盒测试经验，也被市场寄予厚望。 在《稳定币条例》于2025年8月1日生效后，首批牌照申请窗口于同年9月30日关闭。根据香港金管局此前披露的信息，期间共收到36份申请。申请机构类 型多元，涵盖银行、科技企业、证券/资产管理/投资公司、电商、支付机构、初创/Web3企业等。 记者|李旭馗 2月2日，香港金融管理局（以下简 ...

据介绍，2026年支付宝集福活动共推出19套主题福卡，涵盖经典五福与游戏、潮玩、影视等多领域IP， 用户可任选6套主题福卡来集，每集齐一套即可锁定1.68元红包。所有IP集福红包，统一在除夕夜22： 18开奖。 在此前AI扫"福"的基础上，今年线下用支付宝"碰一下"支付、取快递、骑车、充电、入园、逛展，也可 得福卡。支付宝App打开"扫一扫"，用"灵光扫福"，扫"福"和含有马字、马的形象的实物或照片，均有 机会得福卡。 资料显示，支付宝集福活动自2016年推出，至今已连续举办11年，累计参与超10亿人次。支付宝集福项 目负责人表示，集福活动始终在用技术诠释传统，已成为陪伴数亿用户的"数字新年俗"，承载并守护着 人们对美好生活的期待和朴素情感。 本报讯 （记者李冰）2月2日消息，2026年春节"支付宝集福啦"活动将于2月3日0点上线，持续至除夕 夜，用户从支付宝首页进入集福会场即可参与。据悉，今年集福活动最大的变化是在传统"五福"之外新 增了"健康福"。 据悉，作为马年春节集福活动的隐藏款，本次新增的"健康福"由健康AI应用"蚂蚁阿福"发放。用户从支 付宝首页进入集福会场，点击领取"健康福"可额外获得一个健康红 ...

科技巨头们正在上演一场"现实模拟器"的军备竞赛——谷歌和蚂蚁集团几乎同时开放世界模型技术，这 场技术革命将彻底改变我们与数字世界的互动方式。 2026年1月30日凌晨，谷歌DeepMind宣布向美国AI Ultra订阅用户开放Project Genie体验入口。就在24小 时前，蚂蚁集团旗下灵波科技刚刚开源了LingBot-World。两大巨头的这一动作，标志着世界模型技术 正式从实验室走向商业应用。 行业影响已经开始显现。游戏开发中3D建模成本可能降低70%，具身智能训练效率提升3倍，自动驾驶 仿真测试成本有望下降85%。 技术路径的分化导致供应链呈现区域化特征：美国企业侧重商业API生态，中国企业聚焦垂直场景适 配。欧盟则在两者间寻找平衡，将通用大模型纳入高风险系统监管。 商业化进程面临两大挑战：内容审核问题（谷歌采用实时过滤，蚂蚁依赖社区监管）和算力门槛 （LingBot-World需要企业级CPU支持）。 从技术参数看，两家公司采取了截然不同的策略。谷歌采用125美元/月的订阅制，仅限美国成年用户； 蚂蚁则选择了完全开源。但两者都实现了关键突破：交互延迟控制在1秒内，连续生成时长达到10分 钟，物理碰 ...

Group 1: Major Companies - Tesla has achieved large-scale production of dry electrode batteries, which is a significant breakthrough in lithium battery manufacturing technology, reducing costs, energy consumption, and factory complexity while significantly improving scalability [1] - Zhiyuan Robotics is preparing for the world's first large-scale robot gala, "Robot Wonderful Night," featuring hundreds of robots performing various acts, which will be live-streamed soon [1] - Tokyo Electric Power Company has initiated a restructuring effort to improve its financial situation and is seeking potential alliance partners, with a goal to cut costs by approximately 31 trillion yen (200 billion) over the next decade [1] Group 2: Investment and Financing - "Fengshi Technology" has secured 30 million in strategic investment, which will be used for high-value utilization of Antarctic krill and the development of krill phospholipid pharmaceuticals, as well as expanding intelligent production lines to support global market development [5] - "Linghou Robotics" has completed over 100 million in Pre-B round financing, led by NIO Capital, with participation from several other investment institutions [6] Group 3: Industry Trends - The Data×AI Super Company Annual Conference gathered over 80 decision-makers from major companies to discuss the implementation of AI, highlighting that in the AI era, a company's advancement is marked by token consumption and productivity is measured by the proportion of AI employees [2] - Ant Group has launched the "AI Credit" incentive program to promote comprehensive AI integration within the organization, offering additional rewards for teams and individuals making significant contributions to AI [3] - VinFast plans to accelerate its global expansion of electric motorcycles, targeting markets in the Philippines, Indonesia, India, Thailand, and Malaysia, with multiple models set to be launched [4]

Core Insights - Tencent's AI model application "Yuanbao" experienced a temporary outage due to a surge in traffic related to the 2026 Spring Festival red envelope activities [1][3] - Major internet platforms, including Tencent, Baidu, and Ant Group, have launched significant cash red envelope campaigns to engage users and promote AI applications during the Spring Festival [3][4] - The 2026 Spring Festival red envelope activities are seen as a strategic move to position AI as a core driver of user engagement and to establish new traffic entry points in the competitive landscape [4][5] Group 1: Tencent's Activities - Tencent initiated a 1 billion yuan red envelope campaign starting February 1, 2026, which will run until February 17, 2026, featuring various forms of red envelopes with a maximum single amount of 10,000 yuan [3][4] - The campaign aims to encourage user interaction through AI tasks, such as AI conversations and image generation, to unlock lottery opportunities [4] Group 2: Competitor Strategies - Baidu launched a 500 million yuan red envelope campaign tied to its AI product, Wenxin Yiyan, from January 26 to March 12, 2026, incentivizing users to engage with AI features [3][4] - Ant Group's "Alipay Collecting Blessings" activity will start on February 3, 2026, offering users themed blessing cards and opportunities to win cash rewards [3][4] Group 3: Industry Implications - The red envelope campaigns are viewed as a pivotal moment for AI applications in China, potentially leading to widespread adoption and user dependency on AI tools [5] - Analysts suggest that the 2026 Spring Festival will mark a significant turning point for internet giants, with increased investments in consumer-facing AI and intensified competition for establishing AI as a primary user interface [5]

Group 1 - The core point of the article is that 拉近网娱 (08172.HK) announced a strategic partnership with 蚂蚁云通, which will enhance the development of its new media business through the authorization as an official service provider for 蚂蚁百宝箱 until November 20, 2026 [1] - 拉近众博 has signed a three-year framework cooperation agreement with 蚂蚁云通 to develop a smart cultural tourism SaaS platform centered around the "琥珀PASS卡", integrating blockchain, encryption technology, and internet audiovisual capabilities [1][2] - The partnership aims to create a "technology + scene + ecology" model for smart cultural tourism, facilitating the deep integration of technology and scenarios, and accelerating the validation and value closure of AI products in vertical industries [2] Group 2 - The "琥珀PASS卡" utilizes the "碰付通" technology to achieve integrated payment marketing, providing a seamless experience for users and enabling merchants to benefit from cross-domain settlement capabilities [3] - Successful implementations of the "琥珀PASS卡" in various scenarios, such as 北京工体燃冬市集 and 北京动画周, have demonstrated its effectiveness in enhancing merchant revenue and user repurchase rates through strategies like unified cashiers and promotional red envelopes [3] - 拉近众博 was awarded "2025 Alipay Business Circle Digital Pioneer" and "Alipay Excellent Partner Annual Best Good Friend," highlighting its deep collaboration with Alipay and the effectiveness of the "琥珀PASS卡" solution [2]

Group 1 - The core announcement is that Beijing Lajin Zhongbo Technology Co., Ltd. has been authorized by Ant Group's Ant Cloud to be an official service provider for "Ant Treasure Box," with the authorization valid until November 20, 2026. This partnership is expected to significantly benefit the group's new media business development [1] - Lajin Zhongbo has signed a three-year framework cooperation agreement with Ant Cloud to expand the smart cultural tourism market, focusing on the "Amber PASS Card" as the core of a smart cultural tourism SaaS platform, integrating blockchain, encryption technology, and internet audiovisual capabilities [1] - The partnership aims to establish a deep cooperation relationship based on a shared consensus on the trend of smart cultural tourism, leveraging Ant Cloud's leading capabilities in AI models, intelligent agent construction, cloud computing, and user operations [1][2] Group 2 - The collaboration will focus on system-level technology integration and innovative marketing models, aiming to create a "technology + scene + ecosystem" model for smart cultural tourism [2] - This partnership is expected to help Lajin Zhongbo seize the digital transformation opportunities in cultural tourism and accelerate the large-scale validation and value closure of Ant Cloud's AI products in vertical industries [2] - Lajin Zhongbo was awarded "2025 Alipay Business Circle Digital Pioneer" and "Alipay Excellent Partner Annual Best Good Friend" at a recent Alipay offline payment partner conference, highlighting the deep cooperation with Alipay and the effectiveness of the "Amber PASS Card" solution [2] Group 3 - The Amber PASS Card utilizes its core technology "Touch Payment" to achieve integrated payment marketing, supporting all Alipay smart POS machines and providing users with a seamless experience from "touch to receive red packets" to "automatic membership after payment" [3] - Successful validations have been conducted in various scenarios, such as Beijing Workers' Stadium Winter Market and Beijing Animation Week, effectively enhancing merchant revenue and user repurchase rates through strategies like unified cash register and post-consumption red packet distribution [3] - The Amber PASS Card aggregates and converts offline dispersed traffic through NFC technology, becoming a core driver for the group's new media business growth [3]