（原标题：美股迎来高风险窗口期?动荡一周过后 美国1月非农及谷歌、亚马逊财报成市场焦点） 智通财经APP获悉，在投资者消化科技股抛售、贵金属剧烈波动以及美国总统特朗普提名凯文·沃什为 下一任美联储主席的消息后，美股三大股指上周五全线收跌——道琼斯指数跌0.36%，标普500指数跌 0.43%，纳斯达克综合指数跌0.94%，但全周变化不大——道琼斯指数全周累跌0.4%，标普500指数累涨 0.3%，纳斯达克综合指数累跌0.2%。 美股上周部分最剧烈的股市波动来自科技股。尽管Meta(META.US)和微软(MSFT.US)在最新财报中都宣 布了更高的支出目标，但二者获得的市场反馈截然相反——Meta上周四收涨10.4%、上周累涨8.8%，而 微软上周四收跌近10%、上周累跌7.7%。 Meta 2025年第四季度各项核心指标均显著超越市场预期，支出规模则持续攀升——2026年资本开支预 计将达到1150亿至1350亿美元，远超市场预期的1106亿美元左右，在市场看来，Meta正处于一种"利润 养算力"的良性循环中，通过核心广告业务产生的现金流全速追赶AI浪潮。 未来一周，投资者的注意力将集中在将于周五公布的美国 ...

见闻财经目历 WSCN Economic Calendar | 时间 | 内容 | 预期 前值 | | | --- | --- | --- | --- | | 2月2日 周一 | | | | | 09:45 | 中国 1月RatingDog制造业PMI | | 50.1 | | 17:00 数据 | 欧元区 1月制造业PMI终值 | | 49.4 | | 23:00 | 美国 1月ISM制造业指数 | 48.3 | 47.9 | | 待定 待定 | 芝商所CME再上调金银交易保证金:黄金保证金率从6% 升至8%，白银从11%升至15% 中国2月2日起对威士忌酒实施5%的进口暂定税率 | | | | 待定 事件 | 伊朗地缘事件持续发酵(全周事件) | | | | 待定 | 2月是"Al大战"之月,国内外科技巨头动作频频(全周事 件) | | | | 待定 | 今年APEC第一次高官会于2月1日至10日广州举行 | | | | 待定 | 春运2月2日开始、3月13日结束 | | | | 财报 | 迪士尼 | | | | 2月3日 周二 | | | | | 数据 11:30 | 澳大利亚 政策利率 | 3.85% ...

如果你的房子，每个月收的租金还不够还房贷，物业费还得自己倒贴，那它正在悄悄吃掉你的现金。 但就在全国大部分城市还在经历这种"资产缩水"的 阵痛时，有一个地方的楼市，已经走出了完全相反的剧情。 那里的房子，租金收入能稳稳覆盖月供，房东每个月还能多出一笔零花钱。 这个"异类"， 就是香港。 从2025年6月开始，香港的私人住宅房价指数掉头向上，连续增长了五个月。 到了2025年10月，这个指数涨到了294.3点，创下近15个月的新高。 香港， 成了全国范围内，首个房价明确进入回升通道的城市。 这背后不是炒作，而是一系列政策、资金和真实人群的变化，共同写下的新剧本。 政策"撤辣"是点燃市场的第一把火。 2024年2月底，香港财政司宣布全面"撤辣"，也就是撤销了所有住宅物业的需求管理措施。 外地买家印花税、第二套住房从价印花税统统取消。 这意味 着一套1000万港元的房子，内地买家之前可能要交最高约300万港元的税，现在税款直接降到约42.5万港元。 政策的效果立竿见影。 在"撤辣"后的15个月内，全港录得超过6.3万宗私人住宅买卖登记，总金额高达1654亿港元。 市场监测到一个有趣的现象，在这 波成交里，用普通话拼 ...

编辑丨瑜见 1月30日，香港恒生指数开盘跌0.65%，恒生科技指数跌0.88%。 | 名称 | 现价 | 涨跌 | 涨跌幅 - | | --- | --- | --- | --- | | 快手-W | 81.000 | -1.950 | -2.35% | | 阿里巴巴-W | 170.000 | -3.300 | -1.90% | | 全蝶国际 | 13.800 | -0.230 | -1.64% | | 美的集团 | 84.850 | -1.400 | -1.62% | | 中心国际 | 76.000 | -1.250 | -1.62% | | 阿里健康 | 6.580 | -0.090 | -1.35% | | 昨週昨日-W | 273.400 | -3.400 | -1.23% | | 百度集团-SW | 153.600 | -1.900 | -1.22% | | 小米集团-W | 36.200 | -0.420 | -1.15% | | 海尔智家 | 25.900 | -0.300 | -1.15% | | 腾讯控股 | 615.000 | -7.000 | -1.13% | | 金山软件 | 31. ...

Market Performance - The three major US stock indices closed mixed, with the Dow Jones up 0.11% at 49,071.56 points, the S&P 500 down 0.13% at 6,969.01 points, and the Nasdaq down 0.72% at 23,685.12 points [1] - Major tech stocks mostly rose, with META up over 10%, Microsoft down about 10%, Tesla down over 3%, TSMC down 1%, ARM down 1.39%, and ASML up over 2% [1] - Popular Chinese concept stocks showed mixed results, with Futu down over 2%, Bilibili and NetEase down over 1%, NIO up over 3%, and TAL Education up over 18% [1] - European stock indices closed mixed, with Germany's DAX down 1.92% at 24,347.16 points, France's CAC40 up 0.06% at 8,071.36 points, and the UK's FTSE 100 up 0.17% at 10,171.76 points [1] Commodity Prices - COMEX gold futures rose 1.32% to $5,410.80 per ounce, and COMEX silver futures rose 1.98% to $115.78 per ounce [1] - US oil main contract rose 3.64% to $65.51 per barrel, while Brent oil main contract rose 3.43% to $69.68 per barrel [1] Currency and Bond Markets - The US dollar index fell 0.20% to 96.16, and the offshore RMB against the US dollar decreased by 12.0 basis points to 6.9449 [1] - US Treasury yields were mixed, with the 2-year yield down 0.60 basis points to 3.557%, the 3-year yield down 1.39 basis points to 3.626%, the 5-year yield down 0.86 basis points to 3.814%, the 10-year yield down 0.59 basis points to 4.233%, and the 30-year yield up 0.01 basis points to 4.853% [1] - European bond yields collectively fell, with the UK 10-year yield down 3.3 basis points to 4.509%, France's 10-year yield down 0.9 basis points to 3.417%, Germany's 10-year yield down 1.8 basis points to 2.838%, Italy's 10-year yield down 1.9 basis points to 3.444%, and Spain's 10-year yield down 1.6 basis points to 3.202% [1]

Core Viewpoint - Google has launched Genie 3, a world model capable of generating interactive video content in real-time at 24 frames per second and 720P resolution, which maintains consistency for several minutes [1][2][3]. Group 1: Features of Genie 3 - Genie 3 allows users to create and remix worlds, providing a high level of control over character movement and environmental interaction, with low latency even under high delay conditions [8][9][10]. - The model demonstrates impressive physical interactions, such as realistic character movements and consistent environmental stability during gameplay [12][19]. - Users can customize worlds and characters through a user-friendly interface, allowing for a wide range of creative possibilities [22][25]. Group 2: User Experience and Potential - The experience of using Genie 3 is described as highly engaging, with users expressing excitement about the potential for AI-driven interactive gaming and video content [5][30]. - The platform is seen as a significant advancement in gaming technology, making it accessible for more users to create their own game worlds and narratives [32][33]. - There is an anticipation for future updates that could enhance the capabilities of Genie 3, particularly in terms of computational power and the addition of random events [33][34].

（原标题：加纳将用当地语言开发AI工具） 他说，他从谷歌非洲运营总监和Gemini项目负责人那里得到了保证，谷歌的教育工具将在加纳以零税率 部署。他表示，这包括与课程相符的内容和资源，内容涉及在教学中负责任地使用人工智能，确保所有 学习者无论身处何地或收入如何都能获得这些资源。他呼吁将豪萨语(在加纳和西非广泛使用的语言)纳 入人工智能工具的开发中。他强调，将豪萨语纳入通用语言将深化区域包容性，并进一步巩固加纳作为 非洲大陆人工智能创新中心的领导地位。 与此同时，2025年7月，谷歌宣布向非洲的人工智能研究和数字技能发展投资3700万美元，其中包括在 阿克拉启动一个新的人工智能社区中心。这是其对非洲数字化转型10亿美元更广泛承诺的一部分，并将 加纳牢牢确立为这一进程中的关键枢纽。 据"加纳通讯社"网1月26日报道。加纳教育部长伊德里苏在英国举行的生成式人工智能峰会期间与谷歌 副总裁进行了交流，之后他宣布，谷歌正与加纳大学和全球残疾创新中心(GD1)合作，开发加纳当地语 言的语音识别和人工智能(AI)工具，以提高教育可及性和数字服务。 ...

| 名称 | 现价 | 涨跌幅▽ | 涨跌 | | --- | --- | --- | --- | | 融创中国 | 1.330c | 29.13% | 0.300 | | 中骏商管 | 0.360c | 28.57% | 0.080 | | 世茂集团 | 0.255c | 23.19% | 0.048 | | 当代置业 | 0.016c | 23.08% | 0.003 | | 旭辉控股集团 | 0.103c | 22.62% | 0.019 | | 富力地产 | 0.640c | 20.75% | 0.110 | | 佳兆业集团 | 0.102c | 20.00% | 0.017 | | 龙光集团 | 1.590c | 18.66% | 0.250 | | 融信中国 | 0.153c | 18.60% | 0.024 | | 珠光控股 | 0.048c | 17.07% | 0.007 | | 碧桂园 | 0.320c | 16.36% | 0.045 | | 绿地香港 | 0.244c | 16.19% | 0.034 | | 嘉创地产 | 0.650c | 16.07% | 0.090 | 半导体、芯 ...

美联储维持利率不变，美股三大指数涨跌不一，热门中概股多数上涨。昨日大涨的港股三大指数低开， 恒指跌0.72%，国指跌0.63%，恒生科技指数跌0.79%。权重科技股集体走低，京东跌超2%，阿里巴 巴、百度、美团均跌超1%；昨日领衔大市上涨的金融股、中字头股多数低开。另外，现货黄金刷新历 史高位至5400美元上方，黄金股继续上涨行情，赤峰黄金、山东黄金、招金矿业、灵宝黄金等齐创历史 新高。(格隆汇) ...

Group 1 - The core viewpoint is that the ability to supply electricity has become a core competitive advantage for tech giants in the AI race, with companies like Alibaba, Amazon, and Meta investing in nuclear energy projects to meet the surging demand for computing power [1][2][3][4] Group 2 - The first key point emphasizes the importance of nuclear power as a "hard base" for tech companies, as the rapid growth of generative AI is driving electricity consumption, and traditional fossil fuels and renewable sources like wind and solar cannot meet the stable energy demands required for AI operations [2] - The second key point discusses the shift from being passive electricity buyers to actively controlling energy supply, highlighting that the International Energy Agency predicts global data center electricity consumption will exceed 945 terawatt-hours by 2026, with AI being the largest growth driver [3] - The third key point outlines how tech giants are pursuing cross-industry collaborations to achieve mutual benefits, ensuring stable energy supply while also contributing to the advancement of nuclear technology and creating diversified energy models like "nuclear + storage" to enhance overall energy system flexibility and reliability [4]