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金十数据全球财经早餐 | 2026年2月2日
Jin Shi Shu Ju· 2026-02-01 23:09
男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 美国政府进入技术性、部分"停摆"状态 特朗普宣布提名凯文·沃什出任美联储主席 多位美联储官员认为现在无需降息 CME上调金银铂钯期货保证金比例 美媒:美方释放与伊朗谈判信号,双方或在土耳其举行会晤 欧佩克+八个成员国将维持原定计划,在三月暂停上调石油产量 日本在1月份未进行日元干预 国家统计局:1月制造业PMI为49.3%,环比降0.8个百分点 上期所调整白银期货相关合约涨跌停板幅度和交易保证金比例 多只LOF今日将停牌1小时 市场盘点 上周五,在美国总统特朗普宣布前美联储理事沃什为下一任美联储主席人选后 ,美元指数大幅走强,并冲上97关口上方,最终涨1.02%,报97.13;基准的 10年期美债收益率收报4.238%,对美联储政策利率敏感的2年期美债收益率收报3.539%。 现货黄金自欧盘时段开启跌势,盘中一度暴跌12%至4680美元一线,创1983年以来最大单日跌幅,单日振幅近770美元,且抹去本周所有涨幅,最终收跌 9.19%,报4883.45美元/盎司, ...
金价暴跌,深圳水贝挤满了人,扎堆买金;10亿元现金红包开抢,腾讯元宝登顶App Store免费榜;何小鹏回应机器人摔倒 | 每经早参
Mei Ri Jing Ji Xin Wen· 2026-02-01 23:05
Group 1: Precious Metals Market - On January 30, the international precious metals market experienced a significant drop, with gold prices falling over 11% in a single day, and silver prices plummeting by 31.37%, marking the worst single-day performance since March 1980 [4][5] - Following the price drop, gold shops in Shenzhen's Shui Bei area were crowded with customers, with the current gold price at 1262 RMB per gram and the buyback price at 1081 RMB per gram [4][5] Group 2: Taxation and Regulatory Changes - The State Taxation Administration announced an increase in the threshold for value-added tax (VAT) from 500 RMB to 1000 RMB per transaction, effective this year, along with specific conditions under which different thresholds apply [4] - New regulations for export tax rebates were introduced to streamline the application process, leveraging big data and new technologies to enhance efficiency for taxpayers [4] Group 3: Automotive Industry Performance - In January 2026, several major automotive brands reported year-on-year sales growth, with Hongmeng Zhixing achieving a 65.6% increase in deliveries, while other brands like Xiaomi and Li Auto saw declines compared to the previous month [15] - Xpeng Motors reported over 20,000 new car deliveries in January, reflecting a year-on-year decrease of 34% and a month-on-month decline of 46.6% [15] Group 4: Technology and AI Developments - Tencent's AI assistant, Yuanbao, launched a 1 billion RMB cash red envelope campaign on February 1, which contributed to the app reaching the top of the App Store's free app rankings [11] - A new AI-exclusive social network named Moltbook gained popularity, attracting over a million AI agents discussing various topics, including philosophy and human behavior [7]
三大电信运营商集体回应增值税率调整
Sou Hu Cai Jing· 2026-02-01 23:03
电信服务增值税税目适用范围将调整,三大运营商发布公告。1月31日,财政部、税务总局发布《关于 增值税征税具体范围有关事项的公告》,明确了适用9%和6%增值税税率范围,以及销售服务、无形资 产、不动产具体范围,这涉及多档税率。该《公告》自2026年1月1日起施行。目前中国增值税税率主要 有三档,其中基本税率是13%,两档优惠税率分别是9%和6%。 中国联通2月1日公告,近日,中华人民共和国财政部、国家税务总局发布《关于增值税征税具体范围有 关事项的公告》,规定自2026年1月1日起,在中华人民共和国境内,利用固网、移动网、卫星、互联 网,提供手机流量服务、短信和彩信服务、互联网宽带接入服务的业务活动适用的税目由增值电信服务 调整为基础电信服务,对应增值税税率由6%调整至9%。此次税目适用范围调整,将对本公司收入及利 润产生影响。本公司将坚持守正创新,坚持主责主业,聚焦"连接""算力""服务""安全"核心赛道,全力 打造差异化优势,进一步提升运营效率,推动公司高质量发展行稳致远。 1日,中国移动、中国联通及中国电信国内三大电信运营商相继发布公告,电信服务增值税税目适用范 围调整,税率由6%调整为9%,将对公司收入 ...
新浪财经资讯AI速递:昨夜今晨财经热点一览 丨2026年2月2日
Sou Hu Cai Jing· 2026-02-01 22:52
Group 1: Gold and Silver Market Dynamics - Recent fluctuations in gold and silver prices have led to significant market reactions, with gold experiencing its largest single-day drop since 1983 and silver prices plummeting by as much as 36% in a single day [1] - The Shenzhen Shui Bei market has shown a split response, with some investors engaging in panic selling while others are seizing the opportunity to buy at lower prices, leading to a surge in gold purchases [1][2] - Many banks have issued risk warnings, advising investors to approach the market with caution and avoid impulsive trading behaviors [1] Group 2: Real Estate Sector Outlook - The A-share and Hong Kong real estate sectors have shown strong performance, with several brokerage firms indicating that despite ongoing profit pressures, positive signals are emerging in the market [2] - Factors contributing to this stabilization include a slight decrease in the number of second-hand homes listed in major cities, supportive policy measures, and historically low valuations in the sector [2] - Institutions like CITIC Securities and Shenwan Hongyuan suggest that the most challenging period for the real estate sector may be over, recommending a focus on high-quality companies with core resources and operational capabilities [2] Group 3: Telecommunications Tax Changes - Major Chinese telecom operators, including China Mobile, China Unicom, and China Telecom, announced a tax adjustment that will increase the VAT rate on mobile data, SMS, and broadband services from 6% to 9% starting January 1, 2026 [3] - This change is expected to have a direct impact on the revenue and profit margins of these telecom companies [3] Group 4: Federal Reserve Leadership Changes - The nomination of Kevin Warsh as the new Federal Reserve Chair by Trump has caused significant market turbulence and a reevaluation of the Fed's role [4] - Warsh's reformist stance is anticipated to lead to aggressive interest rate cuts and a reduction of the Fed's balance sheet, aiming to diminish the Fed's power and size [4] - However, his radical approach may heighten tensions within the Fed and the broader market, facing substantial resistance and uncertainty [4] Group 5: Shenzhen Economic Performance - Shenzhen's GDP reached 3.87 trillion yuan in 2025, marking a 5.5% year-on-year growth, the highest among the top five cities [5] - The city is recognized as a leader in industrial output and foreign trade, contributing 10% of the national total [5] - Shenzhen also excels in various key areas, including the total number of business entities, R&D investment intensity, international patent applications, and cross-border e-commerce scale [5] Group 6: Capital Market Regulation - Regulatory authorities have emphasized the need to consolidate the positive momentum in capital markets, focusing on risk prevention, enhanced regulation, and promoting high-quality development [6] - Plans to deepen reforms in the ChiNext board and implement measures to support new productive forces have been outlined [6] - The guidelines for strategic investors indicate a minimum holding ratio of 5%, encouraging long-term capital to engage more deeply in corporate governance [6] Group 7: Banking Sector Adjustments - Ningbo Bank has reduced its interest rate on demand deposits to 0%, with other banks also lowering rates on gold accounts due to increased market volatility [8] - This trend is part of a broader strategy to manage risks and lower funding costs, potentially paving the way for future reductions in loan interest rates [8] Group 8: Silver Market Auction - A silver building in Hunan, constructed with 2.5 tons of silver, is set to be auctioned at a valuation of only 6.88 yuan per gram, significantly below market prices, raising public interest in asset valuation methods [7] Group 9: Oracle's Financial Challenges - Oracle is facing significant financial pressure due to aggressive expansion in AI data centers, leading to considerations of layoffs affecting 20,000 to 30,000 employees and potential divestitures of its Cerner medical software division [10] - The company has seen its stock and bond prices under pressure as several banks have ceased lending to its data center projects, exacerbating its financing challenges [10]
陆家嘴财经早餐2026年2月2日星期一
Wind万得· 2026-02-01 22:37
1 、 国家税务总局发布公告,进一步调整优化自然人增值税起征点标准判定细则。 自今年起,按次纳税起征点标准由每次(日)销售额 500 元提升到 1000 元,自然人发生出租不动产、通过"反向开票"销售报废产品等 6 种特定情形的,不再适用按次纳税 1000 元的起征 点标准,而是参照按期纳税直接适用月销售额 10 万元的起征点标准。 2 、 本周全球市场大事不断!国内方面,沪市首份 2025 年年报将披露;光伏、脑机接口等多个产业会议召开;中国 1 月外汇及黄金储 备数据将于 2 月 7 日公布。 国际方面,欧美多国 1 月 PMI 数据、美国非农就业报告将陆续出炉;欧洲央行、英国央行将公布利率决 议;日本众议院选举定于 2 月 8 日举行;谷歌、亚马逊等科技巨头将发布最新财报。此外,芝商所将调升黄金和白银期货交易保证金, 上期所同步跟进;" AI 大战"进入白热化,巨头动向备受关注。 3 、 美国总统特朗普表示,美国与委内瑞拉两国领导层的关系非常好,双方将"分享"石油收益。 在谈及古巴时,特朗普称古方可能会 来寻求同美国谈判,双方会就此达成协议。特朗普指出,关于格陵兰岛的谈判已经启动,谈判基本达成一致,并最 ...
特朗普称希望与伊朗“能够达成协议”;国投白银LOF复牌;何小鹏回应机器人摔倒 | 每经早参
Mei Ri Jing Ji Xin Wen· 2026-02-01 22:31
Group 1 - The 2026 Spring Festival travel rush starts on February 2 and ends on March 13, with an expected total of 9.5 billion trips, marking a historical high [6] - China will impose a 5% temporary import tax on whiskey starting February 2 [3] - The State Taxation Administration has clarified the VAT threshold, raising the per-transaction threshold from 500 yuan to 1000 yuan [5] Group 2 - In 2025, China's shipbuilding industry maintained its global leadership for the 16th consecutive year, with six companies ranking in the top ten for completed shipbuilding, new orders, and backlog [5] - Shanghai's electricity consumption is projected to exceed 200 billion kWh for the first time in 2025, reaching 208.88 billion kWh, a year-on-year increase of 5.28% [6] Group 3 - The International gold price experienced a significant drop of over 11% on January 30, leading to increased consumer activity in gold purchases in Shenzhen [6] - Major Chinese telecom operators, including China Mobile, China Unicom, and China Telecom, announced a VAT rate increase from 6% to 9% for certain services, which will impact their revenue and profits [22] Group 4 - In January 2026, several major automotive brands reported year-on-year sales growth, with Hongmeng Zhixing achieving a 65.6% increase in deliveries [20] - The sales data for January 2026 shows a mixed performance among electric vehicle manufacturers, with some brands experiencing significant year-on-year growth while others faced declines [20]
贵安电算协同产业迈入规范化集约化发展新阶段
Xin Lang Cai Jing· 2026-02-01 22:23
贵安新区算力澎湃、充足稳定的电力供应和科研人才储备,为电算协同产业发展筑牢基础。此次大会召 开是对国家"统筹推进算力与绿色电力一体化融合"政策导向的践行,也是落实《贵州省建设数字经济发 展创新区2025年工作要点》中"开展电算协同试点"任务的关键举措。 会上,明确了联盟的核心使命:聚焦技术标准、科技研发、产业发展三大方向,破解电力与算力割裂、 资源分散、标准缺失等行业痛点,通过"政府搭台、企业唱戏"机制,打造可复制、可推广的电算协同技 术体系、标准规范和商业模式,为全国行业发展贡献"贵州方案"。 本报讯(陈玲)1月27日,贵安新区电算协同产业联盟(以下简称联盟)首届大会举行,会上明确了联 盟的核心使命和13个任务方向,标志着贵安新区电算协同产业迈入规范化、集约化发展新阶段。 贵州电网公司副总经理苏志鹏表示,未来,贵州电网公司将以贵安新区超大规模智算中心集群为依托, 攻坚绿电集中供给、全直流供电等核心工程,目标实现"五个9"(99.999%)以上的供电可靠性及绿色低 碳配套设计。 同时,明确了算力电力协同规划、电力与算力协同调度等13项任务方向,为电算协同发展搭建起"四梁 八柱"。"联盟将聚焦'电—算—碳'协同 ...
喜娜AI速递:昨夜今晨财经热点要闻|2026年2月2日
Sou Hu Cai Jing· 2026-02-01 22:17
Group 1 - The market is experiencing volatility due to concerns over the nomination of Kevin Warsh as the next Federal Reserve Chairman, which has led to fears of changes in monetary policy [2] - The yield curve issue in U.S. Treasury bonds reflects a broader economic dilemma, and regardless of who leads the Federal Reserve, the current situation is unlikely to change [2] - The A-share market is showing weakness, while global asset performance is mixed, influenced by the Federal Reserve's personnel changes [2] Group 2 - The telecom operators in China, including China Mobile, China Telecom, and China Unicom, will see their value-added tax rate increase from 6% to 9%, impacting their revenue and profits starting January 1, 2026 [3] - Multiple brokerages are optimistic about the A-share market's spring performance, suggesting a focus on technology, consumption, and cyclical sectors such as semiconductors and AI applications [3] - Tencent is accelerating its AI strategy, transitioning to a "smart agent ecosystem," which may lead to a reevaluation of its AI business and partnerships [4] Group 3 - Gold prices have experienced significant fluctuations, with a recent drop of over 12% after briefly surpassing $4500 per ounce, driven by concerns over U.S. liquidity tightening [5] - Local governments in China have set economic growth targets for 2026, with many regions adjusting their CPI and investment growth targets, indicating potential trading opportunities related to policy implementation [5] - The Hong Kong stock market is expected to have upward potential in the medium to long term, with a focus on technology and non-bank financial sectors, as economic stability may attract more investment [5]
特朗普称希望与伊朗“能够达成协议”;深圳水贝“杰我睿”进展:有消费者收到兑付方案;国投白银LOF复牌;何小鹏回应机器人摔倒 | 每经早参
Mei Ri Jing Ji Xin Wen· 2026-02-01 21:47
Taxation and Regulatory Changes - The State Taxation Administration has announced an increase in the threshold for value-added tax (VAT) from 500 yuan to 1000 yuan per transaction starting this year, with specific exemptions for certain activities [5] - New regulations for export tax rebates have been introduced to streamline the process, leveraging big data and new technologies to enhance efficiency for taxpayers [5] Shipbuilding Industry - China's shipbuilding industry is set to maintain its global leadership for the 16th consecutive year, with projections indicating that by 2025, six Chinese companies will rank among the top ten in terms of shipbuilding completion, new orders, and orders on hand [5] Energy Consumption - Shanghai's electricity consumption is expected to exceed 200 billion kilowatt-hours for the first time in 2025, reaching 208.88 billion kilowatt-hours, marking a year-on-year growth of 5.28% [6] Automotive Industry - In January 2026, several major automotive brands reported year-on-year sales growth, with Hongmeng Zhixing achieving a 65.6% increase in deliveries, while other brands like Xiaomi and Xpeng saw declines compared to the previous month [18] Telecommunications Sector - China Mobile, China Unicom, and China Telecom have announced that from January 1, 2026, the VAT rate for certain telecommunications services will increase from 6% to 9%, which will impact their revenue and profit [19]
中国联合网络通信股份有限公司关于电信服务增值税税目适用范围调整的公告
Xin Lang Cai Jing· 2026-02-01 19:22
特此公告。 中国联合网络通信股份有限公司 董事会 二〇二六年二月一日 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 近日,中华人民共和国财政部、国家税务总局发布《关于增值税征税具体范围有关事项的公告》(财政 部 税务总局公告2026年第9号),规定自2026年1月1日起,在中华人民共和国境内,利用固网、移动 网、卫星、互联网,提供手机流量服务、短信和彩信服务、互联网宽带接入服务的业务活动适用的税目 由增值电信服务调整为基础电信服务,对应增值税税率由6%调整至9%。 此次税目适用范围调整,将对本公司收入及利润产生影响。本公司将坚持守正创新,坚持主责主业,聚 焦"连接""算力""服务""安全"核心赛道,全力打造差异化优势,进一步提升运营效率,推动公司高质量 发展行稳致远。 证券代码:600050 证券简称:中国联通 公告编号:2026-008 中国联合网络通信股份有限公司 关于电信服务增值税税目适用范围调整的公告 ...