Group 1: International News - The U.S. House of Representatives passed a resolution to terminate tariffs on Canada implemented by Trump with a vote of 219 to 211 [1] - U.S. Energy Secretary Brouillette stated that the "ban" on Venezuelan oil has effectively been lifted, marking a historic turning point, and he plans to meet with local oil producers during his visit [2][3] - President Trump announced that coal is the most reliable energy source in the U.S., with coal generation expected to increase by approximately 25-30% this year [6][7] - The Federal Reserve officials noted that consumer spending remains robust, primarily driven by high-income individuals, and inflation is likely to stay close to 3% [12][13][14] Group 2: Market Dynamics - Precious metals prices showed significant volatility, with spot gold briefly surpassing $5100 per ounce before falling to below $5060, a daily decline of 0.55% [18][19] - Spot silver broke through $85 per ounce, with a daily increase of 0.69% [24] - WTI crude oil fell below $63 per barrel, with a daily increase of 0.91%, while U.S. EIA crude oil inventories rose by 8.53 million barrels, significantly exceeding the expected 793,000 barrels [26][27] Group 3: Corporate Developments - U.S. stock markets closed lower, with the Dow down 0.15%, Nasdaq down 0.16%, and S&P down 0.03%; Micron Technology rose nearly 10%, while Caterpillar increased over 4% [31] - Morgan Stanley raised its CEO's compensation from $34 million to $45 million; Cisco announced price increases due to rising memory costs [33][34] - Meta is constructing a $10 billion data center in Indiana, which will create over 4,000 construction jobs [35]

Group 1 - The market is experiencing a "horizontal slightly strong" trend, with a judgment that the index will continue to consolidate before the Spring Festival due to the effects of the long holiday and risk-averse behavior leading to relatively low trading activity [1][13] - The State Council emphasized the importance of advancing AI technology innovation and industry development during a recent meeting, aiming to enhance productivity and promote high-quality development [2] - The Central State-Owned Enterprises (SOEs) are urged to strengthen investment traction and expand effective investment in computing power, focusing on autonomous innovation and the application of AI technologies [2] Group 2 - The implementation opinions for a unified national electricity market system were released, aiming to establish a market where 70% of electricity consumption is traded by 2030, with a fully operational spot market and unified pricing mechanisms [3] - The State Administration for Market Regulation introduced guidelines to prevent monopolistic behaviors in public utilities, aiming to enhance fair competition and protect consumer interests [4] - The Ministry of Finance announced that certain VAT exemption policies for imported cancer and rare disease drugs will continue to be effective until the end of 2027 [4] Group 3 - China Bank will adjust the minimum purchase amount for gold accumulation products starting February 12, 2026, increasing it from 950 yuan to 1200 yuan [5] - NetEase reported a stable performance for 2025, with Q4 revenue of 27.5 billion yuan and an annual total revenue of 112.6 billion yuan, reflecting a 21% year-on-year increase in operating profit [6] - Dongfeng Group announced plans for privatization through a merger, distributing shares of Lantu and achieving the necessary conditions for the merger [6] Group 4 - Meta Platforms Inc. plans to invest over $10 billion in a data center in Lebanon, Indiana, which will support over 4,000 construction jobs and create 300 long-term positions [8] - The U.S. House of Representatives passed a resolution to terminate President Trump's punitive trade measures against Canadian goods, reflecting ongoing trade policy discussions [8] - Major technology stocks showed mixed performance, with declines in Google and Microsoft, while storage and mining sectors saw significant gains [11]

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【美国1月非农录得13万远超预期，市场削减美联储降息押注】 美东时间周三，美国劳工统计局公布的数据显示，美国1月非农就业人数录得13万人，大幅好于市场预期，为 此前就业增长疲弱的一年画上阶段性句号，也为新一年开局注入更强动能，一定程度缓解了外界对劳动力市场 放缓的担忧，支持美联储维持利率不变的政策路径。 具体数据显示，经季节性调整后，美国1月非农新增就业岗位13万个，远超市场预期的5.5万人，前值(12月份) 被小幅下修至4.8万人。 美国1月失业率录得4.3%，略低于市场预期的4.4%，创2025年8月以来新低。 数据公布后，现货黄金短线跳水近40美元，美元指数短线急升50点，非美货币普遍跳水，美国国债收益率也显 著走高。 【苹果据悉开发新版Siri再次遇挫，多项AI功能或推迟发布】 据媒体援引消息人士报道，苹果筹备已久的升级版Siri计划再次遇到挫折，该项目在最近几周的测试过程中遭 遇问题，可能导致多项备受期待的新功能推迟发布。 知情人士透露，苹果原计划在3月推出的iOS 26.4系统更新中加入这些新功能，但 ...

Group 1 - The State Council emphasizes the need to comprehensively promote AI technology innovation, industrial development, and application empowerment to foster new productive forces and drive high-quality development [3] - The State Council aims for a unified national electricity market system to be fully established by 2035, transitioning to unified pricing and joint trading [13] - The National Bureau of Statistics reports that China's CPI rose by 0.2% year-on-year in January, while PPI fell by 1.4%, with the data reflecting a base period adjustment [4][13] Group 2 - The automotive industry in China saw production and sales of 2.45 million and 2.346 million vehicles in January, respectively, with a slight year-on-year increase in production and a decrease in sales [13] - The banking wealth management scale decreased by 100 billion yuan in January, indicating a rebalancing of funds among deposits, wealth management, insurance, and equity assets [13] - The Hong Kong Monetary Authority is actively processing license applications for stablecoin issuers, aiming to position Hong Kong as a global innovation center for digital assets [15] Group 3 - The capital market continues a "zero tolerance" regulatory approach, with numerous penalties issued to listed companies and intermediaries for various violations, reflecting an increase in accountability and comprehensive regulation [9] - The Hong Kong IPO market has seen a rare "zero break" phenomenon, with 22 new stocks listed this year not experiencing any price drops on their first day [9] - The MSCI announced its quarterly index adjustments, including the addition of 37 stocks to the MSCI China Index, which will take effect after the market closes on February 27 [9]

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1月非农就业新增13万人，失业率降至4.3% 美联储米兰表达继续留在美联储的意愿 特朗普称同伊朗达成协议将是"首选" 肯尼亚央行加入非洲黄金增持行列 美股三大指数小幅下跌，道指收跌0.1%，标普500指数跌0.01%，纳指跌0.16%。微软(MSFT.O)和谷歌(GOOG.O)均跌2%，英伟达(NVDA.O)和苹果(AAPL.O) 涨幅不足1%，美光科技(MU.O)涨近10%。纳斯达克中国金龙指数收跌0.65%，金山云(KC.O)涨10%，网易(NTES.O)跌4%。 欧洲主要股指多数收跌，德国DAX30指数收跌0.53%；英国富时100指数收涨1.14 %；欧洲斯托克50指数收跌0.19%。 港股连升两日累涨623点后延续强势，恒指高开63点报27246点，一度倒跌最多49点低见27133点后回稳，在汽车、有色金属及贵金属股带领下大市逐步收复 失地并重展升势。大市午后维持窄幅波动，升势放缓。截至收盘，恒指收涨0.31%，科指收涨0.9%，恒指大市成交额21 ...

2026年2月12日 星期四 1 隔夜市场 美股三大指数小幅收跌，道指跌0.13%，纳指跌0.16%，标普500指数微跌0.01%，热门科技股涨跌不一，谷歌、微软跌超2%，亚马逊跌超1%，英特尔涨超 2%，英伟达、苹果、特斯拉涨幅不足1%；存储概念股、金属与采矿板块涨幅居前，闪迪涨超10%，美光科技涨超9%，美国雅保、西部数据涨超4%，必和 必拓、淡水河谷涨超3%；加密货币概念股大跌，Robinhood跌超8%，Coinbase、Strategy跌超5%，Circle跌超3%。中概股涨跌不一，纳斯达克中国金龙指数 跌0.65%，禾赛科技跌近6%，晶科能源跌逾5%，网易跌超4%，霸王茶姬跌近4%，好未来跌超3%，金山云涨约10%，哔哩哔哩涨近3%，蔚来涨逾2%。 美国劳工统计局公布的数据显示，1月非农就业人口增长13万人，大幅高于市场预期的6.5万人，创2025年4月以来最大增幅；失业率小幅意外降至4.3%，预 期和前值均为4.4%。远超预期的美国就业报告打击了降息预期。 国际油价集体走高，截至发稿时，美油主力合约涨1.66%，报65.02美元/桶；布伦特原油主力合约涨1.42%，报69.78美元/桶。 √ 商 ...

2月11日，闻泰科技（600745.SH）公告称，企业法庭于荷兰时间2026年2月11日做出裁决。企业法庭经审理后，批准了启动正式调查的申请，并将调查范围 扩大至安世半导体当地管理层的行为，并裁定此前颁布的所有临时措施，包括对特定人员职务及股东权利的限制，在调查期间继续维持效力，但股权托管人 在调查期间不能处置股权。 谈及业绩变动的原因，闻泰科技表示，2025年第四季度，公司子公司安世半导体有限公司以及安世半导体控股有限公司收到荷兰经济事务与气候政策部下达 的部长令（Order）和阿姆斯特丹上诉法院企业法庭的裁决。截至本报告期末，虽然上述部长令（Order）被宣布暂停，但企业法庭裁决依旧处于生效状态， 公司对安世的控制权仍暂处于受限状态。公司报告期内预计将确认较大金额的投资损失、资产减值损失，对公司2025年度业绩将造成较大影响。 每日经济新闻综合公开消息 （文章来源：每日经济新闻） 根据裁决，后续将由法庭委任的两名独立调查官开展具体调查工作。企业法庭的此次裁决维持了2025年10月以来对安世采取的临时措施，企业法庭开展调查 期间，公司对安世的控制权仍然处于受限状态，且调查时限存在不确定性，请广大投资者注意投 ...

| 证券代码：600745 | 证券简称：闻泰科技 | 公告编号：临 2026-015 | | --- | --- | --- | | 转债代码：110081 | 转债简称：闻泰转债 | | 一、背景概述 前期闻泰科技股份有限公司（以下简称"公司"）子公司安世半导体有限公 司（以下简称"安世半导体"）以及安世半导体控股有限公司（以下简称"安世 半导体控股"）（以下合称"安世"）收到荷兰经济事务与气候政策部下达的部 长令（Order）和阿姆斯特丹上诉法院企业法庭（以下简称"企业法庭"）的裁 决，详情请见公司于 2025 年 10 月 13 日披露的《关于子公司经营管理情况暨公 司股票复牌的公告》（公告编号：临 2025-146）。 2025 年 11 月 19 日，荷兰经济事务与气候政策部大臣在社交媒体上公开发 布声明，上述部长令（Order）被宣布暂停，详情请见公司于 2025 年 11 月 20 日 披露的《关于子公司经营管理情况的进展公告》（公告编号：临 2025-159）。 2026 年 1 月 14 日，企业法庭就安世的相关争议举行了公开听证会，核心议 题为是否应就安世欧洲管理层提出的指控启动调查，并 ...

闻泰科技公告称，此前子公司安世半导体及安世半导体控股收到荷兰相关部门部长令和法庭裁决，公司 对安世控制权曾暂时受限。荷兰时间2026年2月，企业法庭做出裁决，批准启动正式调查并扩大范围至 安世当地管理层行为，此前临时措施在调查期间继续有效，股权托管人不能处置股权。调查由法庭委任 的两名独立调查官开展。调查期间公司对安世控制权仍受限，时限不确定，公司将穷尽法律手段恢复对 安世完整控制权。 ...

调整前闻泰转债评级：主体信用等级为"AA-"，评级展望为"稳定"； 债项信用等级为"AA-"。 调整后闻泰转债评级：主体信用等级为"A"，评级展望为"负面"；债 项信用等级为"A"。 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。 重要内容提示： | 证券代码：600745 | 证券简称：闻泰科技 | 公告编号：临 2026-014 | | --- | --- | --- | | 转债代码：110081 | 转债简称：闻泰转债 | | 闻泰科技股份有限公司 关于"闻泰转债"评级调整的公告 根据《公司债券发行与交易管理办法》《上市公司证券发行注册管理办法》 《上海证券交易所公司债券上市规则》等有关规定，闻泰科技股份有限公司（以 下简称"公司"）委托信用评级机构中诚信国际信用评级有限责任公司（以下简 称"中诚信"）对公司于 2021 年 7 月公开发行可转换公司债券（以下简称"闻 泰转债"）进行信用评级。 公司前次主体信用评级结果为"AA-"，评级展望为"稳定"；"闻泰转债" 前次债项信用评级结果为"AA-"，评级机构为中诚信，评 ...