2026.02. 10 本文字数：1570，阅读时长大约3分钟 存储板块走弱，美光科技跌2.84%，闪迪跌2.43%。英伟达或将把美光HBM4排除在Rubin架构的 首年量产之外。 作者 | 第 一财经 樊志菁 周一美股全线上涨，科技股企稳回升，投资者静待新一轮关键数据出炉。截至收盘，道指涨20.20 点，涨幅0.04%，报50135.87点，纳指涨0.90%，报23238.67点，标普500指数涨0.47%，报 6964.82点。 软件公司在上周经历惨痛下跌后收复部分失地，标普500软件服务指数上涨1.07%。此前市场担忧 人工智能的快速发展可能加剧行业竞争并压缩利润率，导致该板块股价大幅下挫。 热门股表现 明星科技股涨多跌少，微软涨3.13%，Meta涨2.41%，特斯拉涨1.51%，谷歌涨0.40%，亚马逊 跌0.76%，苹果跌1.17%。 费城半导体指数涨1.42%。人工智能相关股票的下一个重大考验将是芯片巨头英伟达本月晚些时候 发布的财报，投资者对资本支出计划带来的可衡量收益的要求越来越高。隔夜英伟达股价上涨 2.50%。 | 现价 = 涨跌幅$ 涨跌 ▶ | 名称 | | --- | --- | ...

Market Performance - On February 9, U.S. stock indices closed higher, with the Nasdaq rising nearly 1%, the Dow Jones slightly up, and the S&P 500 increasing by 0.5%, nearing historical highs [1] - The Dow Jones index reached 50,135.87, up by 20.20 points (+0.04%), while the Nasdaq and S&P 500 indices were at 23,238.67 (+207.46, +0.90%) and 6,964.82 (+32.52, +0.47%) respectively [2] Technology Sector - Major U.S. tech stocks rebounded after a recent sell-off triggered by AI concerns, with the Wande American Tech Seven Index rising by 1.02% [2] - Individual stock performances included Microsoft up over 3%, Nvidia and Facebook up over 2%, while Apple fell over 1% and Amazon dropped 0.76%, marking its fifth consecutive day of decline [2] Chip Sector - The chip stock index increased by 1.9%, with Oracle rising over 9%, and Microsoft and Broadcom up over 3%, while Micron Technology and SanDisk fell nearly 3% [3] Commodity Market - Gold prices continued to rise, with spot gold increasing nearly 2% to surpass $5,050, and COMEX gold rising over 2% [3] - Silver also saw significant gains, with spot silver up over 7% and COMEX silver increasing by 8% [4] Employment and Economic Indicators - Upcoming U.S. non-farm payroll and CPI reports are expected to provide important insights into the Federal Reserve's monetary policy direction [5] - Current probabilities for Federal Reserve interest rate changes indicate a 17.7% chance of a 25 basis point cut by March and an 82.3% chance of maintaining current rates [5]

纳斯达克中国金龙指数涨0.12%。 *三大股指收涨，道指连续第二天站上50000点； *中长期美债收益率走低，10年期美债跌破4.20%； *甲骨文大涨近10%，戴维森投行上调公司评级至买入。 周一美股全线上涨，科技股企稳回升，投资者静待新一轮关键数据出炉。截至收盘，道指涨20.20点， 涨幅0.04%，报50135.87点，纳指涨0.90%，报23238.67点，标普500指数涨0.47%，报6964.82点。 软件公司在上周经历惨痛下跌后收复部分失地，标普500软件服务指数上涨1.07%。此前市场担忧人工 智能的快速发展可能加剧行业竞争并压缩利润率，导致该板块股价大幅下挫。 | 道琼斯工业平均 | 纳斯达克 | 标普500 | | --- | --- | --- | | 50135.87 | 23238.67 | 6964.82 | | +20.20 +0.04% +207.46 +0.90% +32.52 +0.47% | | | 【热门股表现】 零售巨头克罗格涨3.85%，该公司任命沃尔玛前高管格雷格・福兰为首席执行官。 纳斯达克中国金龙指数涨0.12%，百度涨0.71%，网易涨0.50%，拼多多涨0 ...

Group 1 - Major blue-chip stocks mostly rose, with HSBC Holdings closing at HKD 141.801, up 1.8% from the previous close [2] - Tencent Holdings closed at HKD 561.139, reflecting a 0.2% increase from the previous close [2] Group 2 - Tencent Holdings (00700) latest price is HKD 560.000, with an increase of HKD 12.500 or 2.28% [3] - Alibaba Group (09988) latest price is HKD 157.900, up HKD 2.900 or 1.87% [3] - HSBC Holdings (00005) latest price is HKD 139.300, up HKD 4.500 or 3.34% [3] - AIA Group (01299) latest price is HKD 86.350, up HKD 2.850 or 3.41% [3] - Meituan (03690) latest price is HKD 91.050, down HKD 0.350 or 0.38% [3] - China Ping An (02318) latest price is HKD 73.000, up HKD 3.400 or 4.89% [3] - Hong Kong Exchanges (00388) latest price is HKD 418.600, up HKD 11.000 or 2.70% [3] - Baidu Group (09888) latest price is HKD 142.200, up HKD 4.400 or 3.19% [3] - Kuaishou Technology (01024) latest price is HKD 69.300, down HKD 1.950 or 2.74% [3]

Core Insights - The gaming industry has undergone significant changes, transitioning from a phase of rapid expansion to a prolonged period of stabilization and uncertainty, leading many individuals to reconsider their career paths and explore alternative opportunities [2][3][4] - The narrative highlights the diverse experiences of former gaming professionals who have transitioned into various fields, emphasizing that a career in gaming does not have to define one's identity or future [2][3][4] Group 1: Industry Dynamics - The gaming industry has created myths and opportunities but has never guaranteed stability, with projects often being canceled and team structures frequently changing [2][3] - As of 2024, the industry is expected to move away from aggressive growth, entering a phase of reflection and adjustment, which has resulted in layoffs and voluntary departures [2][3] - The experiences of individuals in the industry reveal a common theme: the need to redefine personal and professional identities beyond the confines of gaming [2][3][4] Group 2: Individual Experiences - Janson's journey illustrates the challenges faced in large gaming companies, where project failures often stem from misalignment between company capabilities and project demands [3][4][9] - The narrative of Sweet Rice Wine highlights the toxic work environment in certain project teams, where unhealthy competition and poor management practices led to a decline in mental well-being [24][30][31] - Summer's experience reflects the pressures of the gaming industry, where high expectations and project instability can lead to burnout, prompting a shift towards a more stable career in academia [42][54][62] Group 3: Career Transitions - Many former gaming professionals have successfully transitioned to diverse fields, such as consulting, academia, and independent game development, showcasing the versatility of skills acquired in the gaming industry [21][37][56] - The stories of individuals like Janson and Sweet Rice Wine emphasize the importance of finding a work environment that aligns with personal values and well-being, rather than merely pursuing high salaries [21][37][56] - The ongoing trend of individuals leaving the gaming industry for more stable and fulfilling careers suggests a broader reevaluation of work-life balance and job satisfaction within the sector [2][3][4]

春节临近，卡牌赛道的竞争也日益升温。近日，卡游正式成为中央广播电视总台《2026年春节联欢晚 会》独家卡牌合作伙伴。 其他卡牌品牌也纷纷与央视达成合作：卡卡沃宣布与春晚联名，推出"小马奔奔卡"系列产品；吾流文化 则获得了央视86版《西游记》的卡牌独家授权。 与此同时，卡牌企业也集体在港交所外"排队"。随着Suplay向港交所递交招股书，掀开了2026年卡牌第 二梯队企业冲击上市的热潮。 比起盲盒潮玩赛道，冲击上市的卡牌企业背后站满了豪华资本阵容。闪魂由高瓴创投领投，高榕创投、 凯辉基金跟投。Hitcard背后站着红杉中国种子基金、泡泡玛特和千岛潮玩族等系列机构。而Suplay则因 为最大外部股东是米哈游，引起行业关注。 从营收规模来看，这些成立不久的卡牌企业与卡游还相距甚远。综合企业对外披露的数据以及招股书数 据来看，Hitcard2024年营收为4亿元，Suplay2024年营收为2.81亿元，到2025年前9个月，Suplay营收达 到2.83 亿元，超过2024年全年。相比之下，2024年卡游营收规模为100.57亿元，是卡游新贵们的四五十 倍。 但又因为如今卡牌企业依旧集体依赖授权IP，以及卡牌可拓展 ...

今日（2月9日），港股市场迎来反弹。 截至收盘，恒生指数报27027.16点，上涨467.21点，涨幅1.76%。 恒生科技指数收盘报5417.60点，上涨71.40点，涨幅1.34%。 市场热点方面，泡泡玛特（HK09992）盘中一度涨超8%，收盘涨超5%，创下三个月来新高。 消息面，紫金矿业今日早间发布公告，公司董事会审议通过《公司三年（2026—2028年）主要矿产品产 量规划和2035年远景目标纲要》。根据规划，2026年，公司矿产金产量105吨、矿产铜产量120万吨、矿 产银产量520吨、矿产锌/铅产量40万吨、当量碳酸锂产量12万吨、矿产钼产量1.5万吨。到2028年，公 司的资源储量、主要矿产品产量、销售收入、资产规模、利润等综合指标排名进一步提升，铜、金矿产 品产量进入全球前三位。 电力设备股全天强势，东方电气（HK01072）涨超14%。 其他方面，盘面上，科网股涨多跌少，百度涨超3%，腾讯涨超2%，网易、阿里巴巴涨超1%，快手跌超 2%。新股方面，澜起科技（HK06809）首日涨超63%。 资金方面，南向资金上周大举抄底后，今日逢高小规模净卖出。截至收盘，南向资金净卖出港股18.87 亿港 ...

2月9日，港股三大指数集体上涨，恒生指数涨1.76%重回27000点上方，国企指数、恒生科技指数分别 上涨1.52%及1.34%，市场情绪转好。 | 名称 | 最新价 | 涨跌额 | 涨跌幅 ^ | | --- | --- | --- | --- | | 恒生科技指数 | 5417.60 Mar 2 | +71.40 | +1 34% | | 800700 | | | | | 国企指数 | 9168.33 who | +136.95 | +1.52% | | 800100 | | | | | 恒生指数 --- | Mr 20027.16 | +467.21 | +1 76% | 具体盘面上，大型科技股、大金融股(保险、券商)等权重多数活跃带领大市走俏，AI应用概念股涨幅居 前，黄金股带领有色金属股齐涨；半导体股、风电股、重型机械股、濠赌股、煤炭股、餐饮股、内房股 等纷纷上涨。电信、石油股下挫，三大运营商逆市受压，三桶油皆有跌幅。 具体来看： AI应用股集体上涨，智谱涨超36%，阅文集团涨9%，小马智行、阜博集团、心动公司、文远知行涨超 5%。消息面上，开源证券研报称，字节跳动在即梦平台上线Seedance2. ...

2月9日，港股市场迎来久违的"逼空"行情，三大指数高开高走，延续强势反弹势头，截止收盘，港股恒 生指数涨1.76%报27027.16点，恒生科技指数涨1.34%报5417.6点，国企指数涨1.52%报9168.33点，红筹 指数涨0.8%报4395.49点。 2. 资源与能源：供需缺口逻辑中广核矿业（01164）大涨超8%。华西证券指出，全球一次铀供应缺口将 依赖复产项目，而哈原工与关西电力的签约或加剧供需紧张，作为中广核集团海外唯一铀资源平台，其 龙头地位凸显。稀土永磁板块走强，金力永磁（06680）涨4.72%。受分离厂停产及大厂补库影响，氧 化镨钕价格跳涨至80.5万元/吨，市场看涨情绪升温。 3. 机器人与高端制造：全球龙头效应卧安机器人（06600）飙升近12%。作为2024年全球家庭机器人系 统零售额冠军（市占率11.9%），且有望在2026年3月纳入港股通，其稀缺性备受瞩目。迈富时 （02556）涨超7%，Agent需求的指数级爆发是其核心催化剂。 4. 消费与文娱：IP与新品驱动泡泡玛特（09992）涨5%，延续强势。心动公司（02400）涨4.23%，旗下 《心动小镇》凭借"小马宝莉"IP联 ...

2月9日，香港恒生指数收涨1.76%，恒生科技指数收涨1.34%。 | 名称 | 现价 涨跌 涨跌幅 | | --- | --- | | 恒生指数 | 27027.16 467.21 1.76% | | 恒生科技 | 5417.60 71.40 1.34% | | 恒生生物科技 | 15509.95 291.28 1.91% | | 恒生中国企业指数 | 9168.33 136.95 1.52% | | 恒生综合指数 | 4137.60 76.78 1.89% | 科网股集体上涨，中芯国际涨超4%，京东健康、百度集团涨超3%，腾讯控股、携程集团涨超2%，阿里巴巴、网易等涨超1%，京东集团涨近1%。 | 名称 | 涨跌幅 ▼ | 现价 | 涨跌 | | --- | --- | --- | --- | | 中村国际 | 4.07% | 70.350 | 2.750 | | 京东健康 | 3.89% | 61.450 | 2.300 | | 华虹半导体 | 3.27% | 102.500 | 3.250 | | 百度集团-SW | 3.19% | 142.200 | 4.400 | | 小鹏汽车-W | 2.91% ...