Group 1 - The company Zhou Dasheng announced that it will accept investor research from Hai Futong Fund and other investors on February 4, 2026, with representatives Zhou Xiaoda and Rong Huan participating in the reception and answering investor questions [1] Group 2 - The article discusses Kevin Warsh's new policy concept, which involves a dual approach of monetary easing and tightening, aiming to control inflation with the help of AI, while rejecting the role of being a major buyer of U.S. Treasury bonds [1]

Group 1 - The company, Hongchang Technology, announced that its third board meeting was held on February 3, 2026, through both in-person and remote voting [1] - The meeting reviewed documents including a proposal regarding the company's external investment [1] Group 2 - The article discusses Kevin Walsh's new policy concept, which involves a dual approach of monetary easing and tightening, aiming to control inflation with the help of AI [1] - It highlights Walsh's stance against being a major buyer of U.S. Treasury bonds [1]

Group 1 - Guangdong Construction Group's subsidiary, Guangdong Fourth Construction Engineering Co., Ltd., won a bid for a project to establish a 2GWh three-dimensional solid-state lithium battery intelligent manufacturing base in Yugan, Jiangxi, with a bid amount of approximately 1.524 billion yuan [1] - The project is part of a joint venture led by Guangdong Fourth Construction Engineering Co., Ltd. and was awarded by Shenzhen Hongming Project Management Co., Ltd. [1] Group 2 - The project number for the bid is HMZB-251127, indicating a structured approach to project management and bidding processes within the industry [1] - The announcement was made on February 4, 2026, highlighting the company's ongoing activities and strategic initiatives in the construction and manufacturing sectors [1]

（记者 张明双） 每经AI快讯，三木集团2月4日晚间发布公告称，公司第十一届第九次董事会会议于2026年2月4日以现 场和通讯方式召开。会议审议了《关于为福州华信实业有限公司提供担保的议案》等文件。 每经头条（nbdtoutiao）——特朗普的"完美人选"颠覆美联储？解码凯文·沃什的"新政构想"：左手放水 右手抽水，要靠AI驯服通胀，拒做美债"大买家" ...

Group 1 - The company Keda Manufacturing announced the release of part of its pledged shares, with Mr. Liang Tongcan having a total of approximately 189 million shares pledged, which accounts for 50.58% of his holdings and 9.88% of the company's total share capital [1] - As of February 3, 2026, Mr. Liang and his concerted party, Guangdong Hongyu Group Co., Ltd., hold approximately 439 million shares in the company, representing 22.88% of the total share capital, with a total of approximately 254 million shares pledged, accounting for 57.83% of their holdings and 13.23% of the company's total share capital [1]

（记者 曾健辉） 每经AI快讯，益盛药业2月4日晚间发布公告称，公司第九届第五次董事会会议于2026年2月4日在公司 四楼会议室召开。会议审议了《关于使用闲置自有资金购买理财产品的议案》等文件。 每经头条（nbdtoutiao）——特朗普的"完美人选"颠覆美联储？解码凯文·沃什的"新政构想"：左手放水 右手抽水，要靠AI驯服通胀，拒做美债"大买家" 每日经济新闻 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 ...

·汇丰银行：财政刺激推动印尼内需回暖，但出口仍疲软 ·东方汇理： 欧洲央行或于2026年下半年降息至1.75% ·野村证券：日本央行或2027年加息至1.5% ·荷兰国际银行： 澳储行加息预期过热，澳元面临回调压力 ·汇丰银行经济学家表示，尽管印尼遭受洪灾和山体滑坡的冲击，但2025年末财政刺激政策有效提振了 私人消费。消费者信心回升、信贷扩张，以及水泥用量和卡车销量等指标改善，均显示印尼内需持续回 暖。但印尼外部需求依然疲弱，出口订单PMI继续处于收缩区间。 ·荷兰国际银行分析师认为，市场对澳储行进一步加息预期过热，尽管2026年6月通胀预测上调至3.7%， 但2025年末3.2%的预期不足以支撑再度加息。美元可能走强，澳元近期涨势恐难持续，面临回调压 力。 ·Lazard分析师指出，美联储2025年底不应降息，因通胀可能超预期回升。AI和高收入群体虽推动"脆弱 但强劲"的增长，但关税滞后效应或加剧通胀，令美联储进一步落后于曲线，进而导致美元贬值与收益 率曲线陡峭化。 ·澳新银行分析师指出，泰国1月CPI同比或下跌0.3%，延续通缩态势，泰国国内需求疲软与能源价格低 迷。该预测略低于去年12月的-0.28% ...

Group 1 - The actual controller of Lafang Jiahua, Ms. Wu Binhua, holds 20,545,083 shares, accounting for 9.12% of the company's total share capital [1] - The number of shares for which the repurchase has been postponed is 9,000,000, with the original repurchase date set for February 5, 2026, now extended to February 5, 2027 [1] - After the postponement, Ms. Wu has pledged a total of 9 million shares, which represents 43.81% of her total holdings in the company and 4% of the company's total share capital [1]

Core Viewpoint - The USD/JPY exchange rate has risen above 156 yen per dollar as Japan's elections approach, recovering from previous lows, with the yen being the worst-performing currency in the G10 this year. The downward trend may continue after the election risk event passes [1][3]. Group 1 - The weakening of the yen is partly due to ambiguous comments from Prime Minister Fumio Kishida regarding the benefits of a weak currency [1][3]. - Concerns have arisen among investors regarding the potential dovish stance of Kevin Warsh, nominated as the next Federal Reserve Chairman [1][3]. Group 2 - Market expectations suggest that Kishida's ruling Liberal Democratic Party will secure a significant majority in the elections, likely leading to more aggressive fiscal policies that could increase inflation and further pressure the yen [5]. - In the options market, the volume of USD/JPY call options with a nominal amount of $100 million or more exceeded that of put options, indicating increased demand for dollar bullish options [5]. - With the Bank of Japan not in a hurry to accelerate interest rate hikes, the most likely direction for USD/JPY is towards 160 yen [5].

每经头条（nbdtoutiao）——特朗普的"完美人选"颠覆美联储？解码凯文·沃什的"新政构想"：左手放水 右手抽水，要靠AI驯服通胀，拒做美债"大买家" 每经AI快讯，*ST智胜2月4日晚间发布公告称，公司第九届第五次董事会临时会议于2026年2月4日在公 司会议室以通讯表决方式召开。会议审议了《关于聘任公司财务总监的议案》等文件。 （记者 曾健辉） ...