焦点事件 英伟达市值蒸发1.77万亿元 美国三大股指收盘涨跌不一，道指涨0.03%，标普500指数跌0.54%，纳指跌1.18%。大型科技股多数下 跌，英伟达跌超5%，市值蒸发2592亿美元（约合人民币1.77万亿元），创去年4月16日以来最大单日跌 幅，这也是英伟达连续第三次在发布整体好于预期的财报后下跌。有分析师指出，英伟达在财报层面很 少失手，但当前市场环境需要公司解答的问题显然不止于卖出多少芯片。 宁波银行管理层大调整！两名70后接任董事长、行长 资产规模超3万亿的宁波银行管理层迎来大调整。 2月26日，宁波银行发布公告，宣布一系列人事变动。核心调整包括选举庄灵君为新任董事长，同意聘 任冯培炯为新任行长，两人均为"70后"，掌舵超过20年的陆华裕就此迎来谢幕时刻。目前，A股上市银 行中年龄最小的董事长为青农商行梁衍波，其出生于1978年8月，庄灵君上任后，将刷新这一记录。 第 823期 2026-02-27 宏观要闻 商务部回应近期将举行的第六轮中美经贸磋商 商务部2月26日举行例行发布会。商务部新闻发言人何咏前在回应近期将举行的第六轮中美经贸磋商相 关提问时表示，中美双方通过中美经贸磋商机制，在各层 ...

转自：新华财经 •商务部回应近期将举行第六轮中美经贸磋商 •市场监管总局新规要求外卖增设"无堂食"专项标识 •中国人民银行：进一步支持境内银行业金融机构与境外机构开展人民币跨境同业融资业务 •伊朗外长：美伊日内瓦谈判取得"良好进展" 新一轮谈判预计于下周举行 •2026年国家药品抽检工作会在长沙召开。会议指出，各级药品监管部门和药检机构务实创新、通力合作，持续提升药品抽检科学性和靶向性，风险排查更 加细致深入，线索处置更加严格高效，有力维护群众用药安全，为保障全国药品安全形势稳定向好、助推医药产业高质量发展提供坚实的专业支撑。(新华 财经） •东方财富26日晚间公告称，接到公司控股股东、实际控制人其实通知，为支持教育事业发展，促进人才培养及科技创新，其实计划向上海交通大学教育发 展基金会捐赠其持有的公司2000万股无限售流通股，占公司总股本的0.13%。(新华财经） •当地时间2月25日，津巴布韦矿业部发文称，已暂停所有原矿和锂精矿的出口，即刻生效。上市公司盛新锂能、中矿资源、天华新能、雅化集团等均在津巴 布韦有锂矿等布局。华友钴业相关负责人表示，此次津巴布韦的"禁令"主要是对违规出口的监管，公司的采矿证是当 ...

一键升级您的黄金投资账户！顶尖投资者这么布局黄金赛道>> 【头条要闻】 中方回应第六轮中美经贸磋商 商务部2月26日举行例行发布会。商务部新闻发言人何咏前在回应近期将举行的第六轮中美经贸磋商相 关提问时表示，中美双方通过中美经贸磋商机制，在各层级持续保持沟通。中方愿与美方一道，共同落 实好、维护好两国元首釜山会晤和2月4日通话共识，通过平等协商，妥善管控分歧，拓展务实合作，维 护中美经贸关系健康、稳定、可持续发展，更好造福两国，惠及世界。 德国总理默茨访华，中德经贸达成哪些成果？商务部：已达成十余项商业协议 2月26日，商务部召开例行新闻发布会。对于春节消费特点、德国总理访华等热点话题，商务部新闻发 言人分别进行了回应。 德国总理默茨本周正在中国访问，请问在经贸领域双方达成了哪些具体成果？商务部如何看待中德经贸 合作前景？ 对此，商务部新闻发言人何咏前表示，2月25日至26日，德国总理默茨率高规格经济代表团访华，中德 双方在经贸领域开展了深入交流，取得了积极务实成果。习近平主席在会见默茨总理时指出，中德双方 要做开放互利的创新伙伴，双方应加强发展战略对接，促进人工智能等前沿领域对话合作。这为进一步 深化中德经 ...

Market Overview - The US stock market closed mixed, with the Nasdaq down 1.18%, S&P 500 down 0.54%, and Dow Jones up 0.03%. Major tech stocks mostly declined, with Nvidia dropping over 5%, losing a market value of $259.2 billion (approximately 1.77 trillion RMB), marking its largest single-day drop since April 16 of last year [2][5] - The onshore RMB against the USD traded at 6.8370, surpassing 6.85, with a cumulative appreciation of over 1400 points since November 2025, attributed to the stabilization of US-China trade relations and an improved external environment for China [5][8] Regulatory Developments - A new regulation titled "Regulations on the Implementation of Food Safety Responsibilities by Online Catering Service Operators" will take effect on June 1, requiring delivery-only restaurants to prominently display a "No Dine-in" sign on their main page, with platforms also required to show this on merchant listings [9] International Relations - German Chancellor Merz visited China, engaging with 10 Chinese companies and expressing interest in collaborating with more German firms to advance the global smart robotics industry [3][7] - The Chinese Ministry of Commerce reported that over ten commercial agreements were reached during Merz's visit, covering sectors such as automotive, machinery, energy, logistics, and finance, reflecting Germany's strong interest in deepening bilateral economic relations [7] Technology and Innovation - China's AI model API usage surged by 127% over three weeks, surpassing the US for the first time, with four Chinese models ranking in the global top five, indicating a rapid growth in domestic AI capabilities [10] - Huawei launched the public beta of its AI coding assistant, CodeArts, aimed at enhancing software development efficiency for developers and enterprises [19][20] Automotive Sector - NIO's chip subsidiary completed its first round of financing, raising over 2.2 billion RMB, which will enhance its core competitiveness in the electric vehicle market [17][18] - Tesla announced a new financial incentive policy in China, offering low-interest loans for all models, aimed at stimulating market demand [21][23] Pharmaceutical Sector - Changchun High-tech's stock surged over 12% following the approval of a clinical trial for a new drug targeting developmental issues in boys, indicating potential market opportunities in niche medical segments [24][25]

2026年2月27日 星期3 r 2月26日消息，美国上周首次申领失业救济人数为21.2万人，市场预估为21.6万人，前值为20.6万人。 国际油价小幅走高，截至发稿时，美油主力合约涨0.2%，报65.55美元/桶；布伦特原油主力合约涨0.62%，报71.13美元/桶。 国际贵金属走势出现分化，现货黄金涨0.64%，报5196.91美元/盎司；COMEX黄金期货跌0.22%，报5214.8美元/盎司。现货白银跌0.75%，报88.54美元/盎 司；COMEX白银期货跌2.4%，报89.44美元/盎司。 V美国1月PPI数据将公布 2 2026银发文旅创新发展大会暨全 业展将于2月27日举办 (3)MSCI中国指数纳入白银有色等37 调整将于2月27日收盘后生效 4 中证指数将于2月27日正式发布中 人主题指数和中证美股30指数 1 隔夜市场 美股三大指数收盘涨跌不一，纳指跌1.18%，标普500指数跌0.54%，道指涨0.03%，大型科技股多数下跌，英伟达跌超5%，市值蒸发2592亿美元（约合人 民币1.77万亿元），创去年4月16日以来最大单日跌幅；英特尔跌逾3%，特斯拉跌超2%，谷歌、亚马逊跌超1%，苹果 ...

| 类型 | 公司 | 【2月26日晚间重要公告一览】 主要内容 | | --- | --- | --- | | | 华明装备 | 2025年净利同比增15.54% 拟10派2.1元 | | | 自济神州 | 业绩快报:2025年度净利润14. 22亿元 同比扭亏 | | | 冰川网络 | 业绩快报:2025年度净利润4. 79亿元 同比扭亏 | | | 臻锚科技 | 业绩快报:2025年度净利润同比增长582.01% | | | 智明达 | 业绩快报:2025年度净利润同比增长466.74% | | | 三友医疗 | 业绩快报:2025年度净利润同比增长451.85% | | 业绩精选 | 百奥赛图 | 业绩快报:2025年度净利润同比增长416.37% | | | 绿的谐波 | 业绩快报:2025年度净利润同比增长122. 4% | | | 矩芯科技 | 业绩快报:2025年度净利润同比增长91.95% | | | 强一股份 | 业绩快报:2025年度净利润同比增长70.73% | | | 纳微科技 | 业绩快报:2025年度净利润同比增长64.18% | | | 艾力斯 | 业绩快报:2025年度净利润 ...

Group 1 - Dongfang Caifu Information Co., Ltd. announced a donation of 20 million shares by its controlling shareholder, Mr. Qi Shi, to support education and innovation, representing 0.13% of the company's total share capital [2] - After the donation, Mr. Qi's shareholding will decrease from 19.38% to 19.25%, maintaining control over the company [2] - The market value of the donated shares is approximately 450 million yuan, based on the closing price of 22.50 yuan per share [2] Group 2 - Mr. Qi Shi, born in October 1970, is a graduate of Shanghai Jiao Tong University and holds a Ph.D. in journalism from Fudan University, and he founded Dongfang Caifu in 2005 [6] - In 2024, Mr. Qi's compensation reached 5.0198 million yuan, an increase of 747,600 yuan from 2023, making him the highest-paid among major brokerages [6] - Donations of shares to educational institutions are not uncommon in the A-share market, with examples including donations from other companies like Ningde Times and Haowei Group [6][7]

2月26日盘后，东方财富信息股份有限公司（东方财富，300059.SH）发布公告称，公司接到控股股 东、实际控制人其实先生通知，为支持教育事业发展，促进人才培养及科技创新，其实先生计划向上海 交通大学教育发展基金会捐赠其持有的公司2000万股无限售流通股，占公司总股本的0.13%。 根据公告，目前其实持有东方财富约30.62亿股，占总股本的19.38%，此次捐赠后，其实的持股比例将 降至19.25%。 2月26日收盘，东方财富股价收报22.50元/股，若以此计算，其实此番捐赠股票市值将达4.5亿元。 东方财富在公告中表示，本次捐赠事项不会导致公司控股股东发生变化，不会对公司治理结构及持续经 营产生重大影响。 来源：东方财富 简历显示，其实出生于1970年10月，本科毕业于上海交通大学材料工程系，复旦大学博士研究生学历、 新闻学博士学位，第十四届全国人大代表。2005年创办东方财富。其实目前担任全国工商联常委、上海 市总商会副会长、民建上海市委副主委、中国证券投资基金业协会副会长、上海市青年五十人创新创业 研究院理事长等社会职务。 南都·湾财社此前报道，根据年报，2024年，其实的薪酬达501.98万元，较20 ...

Group 1: Company Performance - BeiGene reported a total revenue of 38.205 billion yuan for 2025, a year-on-year increase of 40.4%, with a net profit of 1.422 billion yuan, marking a return to profitability [1] - Chipone Technology achieved a revenue of 3.152 billion yuan in 2025, up 35.77% year-on-year, with a narrowed net loss of 528 million yuan compared to a loss of 601 million yuan in the previous year [2] - Purans reported a total revenue of 2.32 billion yuan for 2025, a year-on-year increase of 28.62%, with a net profit of 208 million yuan, down 28.79% year-on-year [4] - Zhenray Technology saw a net profit increase of 582.01% in 2025 [11] - Jinlongyu reported a net profit increase of 26.01% in 2025 [12] Group 2: Product and Market Insights - BeiGene's product revenue reached 37.77 billion yuan, driven by sales growth of its products including Brukinsa and Tislelizumab [1] - Chipone Technology's mass production business revenue is expected to grow by 73.98%, with AI-related orders accounting for over 73% of new orders [2] - Purans' revenue growth was attributed to favorable changes in the storage chip market and increased demand for its products [4] Group 3: Strategic Developments - Huadian Electric is planning to sell its subsidiary Huangshi Supply Chain Management Co., Ltd. to focus on its core business [3] - Chipone Technology signed new orders worth 5.96 billion yuan, a 103.41% increase year-on-year [2] - Feilihua is in the testing phase for its ultra-thin quartz electronic cloth, which is expected to contribute about 5% to its overall revenue in 2025 [5]

Core Viewpoint - The major shareholder of Dongfang Caifu plans to donate 20 million shares, representing 0.13% of the company's total equity, to the Shanghai Jiao Tong University Education Development Foundation, valued at approximately 450 million yuan based on the closing price of 22.50 yuan per share on February 26 [1][2]. Group 1 - The donation aims to support the development of education, talent cultivation, and technological innovation [2]. - The major shareholder, who has a background in materials engineering from Shanghai Jiao Tong University and a PhD in journalism from Fudan University, holds various significant social positions [2]. - After the donation, the major shareholder's stake will decrease from 19.38% to 19.25%, while the combined stake of the concerted actors will change from 20.39% to 20.26% [2]. Group 2 - The Shanghai Jiao Tong University Education Development Foundation, established in 2001, is a public welfare organization approved by the Shanghai Civil Affairs Bureau, recognized as a "5A-level social organization" in 2014 [2]. - The foundation has previously received significant donations, including 100 million yuan from Lenovo's CEO for a high-performance computing center and 200,000 shares of CATL stock valued at 1.374 billion yuan [3].