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 ...

Market Performance - The US stock market saw a positive trend with major indices rising, driven by gains in storage chip manufacturers and technology and financial sector stocks [2] - The Dow Jones Industrial Average increased by 515.19 points (1.05%) to close at 49,407.66, while the Nasdaq rose by 0.56% to 23,592.11, and the S&P 500 gained 0.54% to 6,976.44 [2] Technology Sector - Mixed performance among major tech stocks: Apple rose by 4.04%, Amazon by 1.53%, while Meta, Microsoft, and Tesla fell over 1%, and Nvidia dropped nearly 3% [3][4] - Oracle's stock fell by 2.75% as the company plans to raise up to $50 billion by 2026 to expand its cloud infrastructure [3] - Google's stock increased by 1.86%, with its Waymo division nearing a $16 billion funding round [3] Semiconductor Industry - Storage chip manufacturers benefited from increased demand in the AI sector, with SanDisk's stock soaring by 15.4%, Micron Technology up by 5.5%, and Advanced Micro Devices rising by 4% [3] Financial Sector - The financial sector showed strength, with Wells Fargo, Goldman Sachs, and Bank of America all rising over 1%, while Citigroup and JPMorgan Chase increased by more than 0.5% [4] Economic Indicators - The ISM manufacturing index for January rose to 52.6, marking the highest level since August 2022, indicating expansion in factory activity [7] - The US Treasury yields increased, with the 2-year yield rising by 4.7 basis points to 3.567% and the 10-year yield up by 3.6 basis points to 4.276% [6] Energy Sector - The S&P 500 energy sector index fell over 1% due to declining oil prices, with WTI crude oil dropping by 4.71% to $62.14 per barrel and Brent crude down by 4.36% to $66.30 per barrel [8] - Airline stocks performed well as lower energy prices boosted their performance, with major airlines seeing stock increases between 4% and 7% [8]

当地时间2月2日，美股三大股指集体上涨。存储概念股全线拉升，闪迪大涨超15%，创收盘价新高。 大宗商品市场方面，隔夜黄金及白银现货价格继续下跌，但跌幅较前一日明显收窄，白银期货价格由跌转涨。业内机构表示，白银价格波动较大，而金价 继续下调空间相对有限。 美股三大股指集体上涨 当地时间2月2日，美股三大股指集体上涨。Wind数据显示，截至收盘，道指、纳指、标普500指数分别上涨1.05%、0.56%、0.54%。 从行业板块表现看，存储概念股全线拉升，闪迪大涨超15%，报665.24美元/股，创收盘价新高。除闪迪外，希捷科技、西部数据、美光科技等股价集体上 涨。 美国大型科技股涨跌互现。截至收盘，苹果涨超4%，英伟达跌近3%。 国际金价继续承压 白银期货价格由跌转涨 从大宗商品市场表现看，经历前一交易日历史性大跌后，隔夜国际贵金属价格整体上继续承压，但黄金期货及现货价格跌幅较前一日明显收窄，白银期货 价格转涨。 Wind数据显示，截至北京时间2月3日5:50，COMEX黄金期货价格、伦敦金现货价格分别下跌1.05%、4.75%。COMEX白银期货价格涨1.2%，伦敦银现价 格跌近7%。 | 伦敦金现 | 伦敦银 ...

2026.02. 03 本文字数：1458，阅读时长大约2分钟 作者 | 第一财经 樊志菁 受存储芯片制造商及科技、金融权重股走高推动，美股三大主要指数周一低开高走，顶住了贵金属市场的抛售压力。 截至收盘，道指涨515.19点，涨幅1.05%，报49407.66点，纳指涨0.56%，报23592.11点，标普500指数涨0.54%，报6976.44点。芝加哥期权交易所波动 率指数（VIX）盘中触及近两周高点后下跌超6%，报16.32点。 明星科技股分化，苹果涨4.04%，亚马逊涨1.53%，Meta、微软和特斯拉跌超1%，英伟达近3%。 甲骨文冲高回落跌2.75%，该公司计划2026年筹集至多500亿美元资金，用于拓展云基础设施业务、扩充产能，以满足多家头部科技企业的需求。 谷歌涨1.86%，公司旗下的Waymo自动驾驶部门即将完成一轮160亿美元的融资，德邵资本、红杉资本、DST 全球等机构或成为新晋投资方。 受益于人工智能领域零部件需求的存储芯片制造商集体走高：闪迪股价飙升15.4%，美光科技上涨5.5%，超威半导体上涨4%。 | 名称 | 现价量 | 涨跌幅, | 涨跌 ▶ | | --- | --- ...

Core Viewpoint - Tesla's overall performance in 2025 showed a decline in revenue and net profit, with total revenue decreasing by 2.9% year-on-year to $94.83 billion and Non-GAAP net profit down by 26.4% to $5.86 billion [4] Group 1: Automotive Business Performance - In Q4 2025, Tesla's global delivery volume decreased by 15.6% year-on-year and 15.9% quarter-on-quarter to 418,000 units, with automotive revenue declining by 10.6% year-on-year and 16.6% quarter-on-quarter to $17.69 billion [5] - The average selling price (ASP) of vehicles was approximately $41,000, reflecting a year-on-year increase of 3.3% but a quarter-on-quarter decrease of 1.6% [5] - The automotive gross margin, excluding regulatory credits, improved by 4.3 percentage points year-on-year and 2.5 percentage points quarter-on-quarter to 17.9%, primarily due to optimization in sales region structure [5] Group 2: Energy Business Performance - In Q4 2025, Tesla's energy storage installation volume increased by 29% year-on-year and 14% quarter-on-quarter to 14.2 GWh, with energy business revenue rising by 25.4% year-on-year and 12.4% quarter-on-quarter to $3.84 billion [5] - The gross margin for the energy business was 28.6%, showing a year-on-year increase of 3.4 percentage points but a quarter-on-quarter decrease of 2.8 percentage points [5] - The outlook for the energy business remains positive, driven by the launch of Megapack 3, Megablock, and the ramp-up of the Shanghai energy storage factory [5] Group 3: AI Transition and Future Outlook - Tesla is expected to focus on AI transformation across its business segments, with the rollout sequence anticipated to be Robo-series, Unsupervised FSD, and robotics [6] - The Robotaxi fleet has rapidly scaled to 500 vehicles as of January 29, 2026, with plans for the Cybercab to enter mass production in Q2 2026 [6] - The management has indicated that by the end of 2026, Robotaxi services will expand to several major cities in the U.S., supported by Tesla's comprehensive charging, service, and channel network [6]

Market Overview - US stock market opened lower but closed higher, with the S&P 500 index approaching 7000 points, driven by gains in storage chip manufacturers and major tech and financial stocks [1] - The Dow Jones Industrial Average rose by 515.19 points, or 1.05%, closing at 49407.66 points; the Nasdaq increased by 0.56% to 23592.11 points; and the S&P 500 gained 0.54% to 6976.44 points [1] - The Chicago Board Options Exchange Volatility Index (VIX) fell over 6% after reaching a near two-week high, closing at 16.32 points [1] Stock Performance - Notable tech stocks showed mixed results: Apple rose by 4.04%, Amazon by 1.53%, while Meta, Microsoft, and Tesla fell over 1% [2][3] - Oracle's stock dropped by 2.75% after announcing plans to raise up to $50 billion by 2026 to expand its cloud infrastructure [2] - Google's stock increased by 1.86%, with its Waymo division nearing a $16 billion funding round [2] - Storage chip manufacturers benefited from AI demand, with SanDisk surging 15.4%, Micron Technology up 5.5%, and AMD rising 4% [2] Financial Sector - The financial sector showed strength, with Wells Fargo, Goldman Sachs, and Bank of America rising over 1%, while Citigroup and JPMorgan gained over 0.5% [2] Economic Indicators - The ISM manufacturing index for January rose to 52.6, the highest level since August 2022, indicating expansion in factory activity [6] - The US Congress is working on legislation to end the partial government shutdown, with a vote expected on Tuesday [6] Commodity Market - International oil prices fell significantly, with WTI crude down 4.71% to $62.14 per barrel and Brent crude down 4.36% to $66.30 per barrel [7] - Precious metals experienced increased volatility, with COMEX gold futures dropping 1.94% to $4622.50 per ounce and silver futures down 1.93% to $78.77 per ounce [7]

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 ...

意大利交通部：特斯拉(TSLA.O)1月份在意大利的新车注册量同比增长0.5%。 ...

记者丨张嘉钰 吴斌 赖镇桃 美股存储板块走强，闪迪涨超12%，希捷科技涨超5%，西部数据涨超4%。消息面上， 闪迪 2026 财 年 第 二 季 度 营 收 达 30.3 亿 美 元 ， 同 比 增 长 61%； 净 利 润 为 8.03 亿 美 元 ， 同 比 增 长 672%。 花旗集团将闪迪目标价从490美元上调至750美元。 加密货币概念股普跌，Strategy跌超6%。甲骨文涨超3%，公司启动美元债发行计划。迪士尼 跌超8%，创11月以来最大盘中跌幅，公司Q1营收259.8亿美元，同比增5%。 中概股普跌，纳斯达克中国金龙指数跌0.67%，小鹏汽车跌超10%，蔚来跌超5%，爱奇艺跌超 3%， 百度、 哔哩哔哩跌超1%。苏轩堂药业逆势大涨，涨超40%，叮咚买菜涨超7%。 大宗商品方面，贵金属持续调整，截至发稿，现货黄金跌2.43%，现货白银跌3.89%，沪银跌 超19%。据财联社报道，数据显示，黄金三十日波动率已攀升至44%以上，创2008年金融危机 以来最高。这一水平超过了比特币约39%的波动率。 编辑丨黎雨桐 2月2日，美股集体低开，截至23:24，三大指数转涨，道指涨0.71%，纳指涨0.72% ...

Market Overview - On February 2, US stock indices opened lower, with the Dow Jones down 0.02%, Nasdaq down 0.41%, and S&P 500 down 0.21% [1] - Cryptocurrency-related stocks fell broadly, with Strategy dropping over 6% [1] - Oracle's stock rose over 3% as the company announced a USD bond issuance plan [1] - Disney's stock fell over 7%, reporting Q1 revenue of USD 25.98 billion, a year-on-year increase of 5% [1] Company News - Nvidia's CEO Jensen Huang clarified that the company's potential USD 100 billion investment in OpenAI was never a commitment, stating that Nvidia will evaluate any financing matters step by step [2] - Reports indicated that negotiations for a collaboration deal worth up to USD 100 billion between Nvidia and OpenAI have stalled [2] Product Development - Tesla announced the upcoming launch of its third-generation humanoid robot, which is expected to learn new skills by observing human behavior, with an anticipated annual production of one million units [3] - Tesla's CEO Elon Musk mentioned that the company is designing the robot from first principles without relying on existing supply chain systems [3] International Expansion - NIO's brand, Ladao, has entered the overseas market, opening its first national general agent store in Uzbekistan in collaboration with local automotive group ABU SAHIY MOTORS [4] - Multiple models, including NIO's ET9, EL8, EL6, ET5, and Ladao's L90 and L60, were launched in Uzbekistan [4] - NIO plans to collaborate with Costa Rica's largest electric vehicle dealer, Horizontes Cielo Azul Movilidad, to introduce the Ladao brand to the Americas this year [4]