该回购计划有效期至2028年12月31日，董事会将定期审查并可调整计划条款及规模。回购将通过公开市 场交易以现行市价或其他法律允许的方式进行，将以严谨及透明的方式定期执行。 凤凰网科技讯 2月5日，百度集团在港交所公告称，预计于2026年首次派发股息。公司授权实施一项新 的股票回购计划，最高回购金额为50亿美元。 百度同时首次采纳股息政策，预计于2026年宣布首次发放股息。未来股息分派将由可持续的资金来源支 持，主要来自经营利润，并可能由出售非核心资产所得款项及其他投资回报补充。 ...

在这场全球金融市场的波动中，不同资产的表现背后反映了市场对经济形势和政策走向的不同预期。未 来，美股科技股能否止跌回升，贵金属市场能否延续强势，美联储政策又将如何调整，这些问题都将成 为市场关注的焦点。 与美股科技股的黯淡表现形成强烈反差的是，国际黄金在2月5日开盘后直线拉升，展现出强劲的上涨势 头。COMEX黄金期货收涨1.04%，报4986.4美元/盎司；COMEX白银期货表现更为突出，收涨5.36%， 报87.765美元/盎司。2月5日黄金高开后持续走高，截至发稿，现货黄金拉升涨幅超过1%；现货白银也 不甘示弱，拉升涨幅超过1.6%。贵金属市场的强势表现，吸引了众多投资者的目光。 美国经济数据方面传来不利消息。ADP周三发布的1月私营部门就业增长月度数据显示，当月仅增加2.2 万个岗位，这一数据远低于道琼斯调查经济学家预测的4.5万增幅。有分析指出，这份报告表明2026年 的开局基本延续了2025年的状态，呈现出招聘乏力、裁员不多的"低招低裁"就业环境。这种局面恐怕难 以缓解美联储政策制定者对经济仍需更多支持的担忧，美联储未来降息政策或因此生变数。 此外，美国劳工统计局（BLS）将1月就业报告发布时间推 ...

【深圳经济新闻联播】 深圳牵头研制跨文化协作国际标准 为企业"走出去"提供稳定可预期的操作指引 据深圳特区报，近日，由深圳市主导提出的《协作业务关系管理—跨文化协作指南》国际标准提案在国 际标准化组织（ISO）正式获批立项。这是深圳在国际标准化领域取得的又一重大突破，标志着深圳在 国际规则制定特别是跨文化协作方面迈出关键一步，将有力提升深圳市在国际标准体系中的话语权和影 响力。 国际演艺中心主体结构工程建设过半 1月新开两融户19.05万户 同比大增157.09% 2月4日，中证数据最新数据显示，2026年1月份市场新开融资融券账户19.05万户，环比2025年12月 （14.71万户）增长29.50%，同比2025年1月（7.41万户）增长157.09%。截至1月末，市场两融账户总数 已达1580.16万户。与此同时，1月末全市场两融余额报2.72万亿元，环比增长6.87%，其中融资余额2.70 万亿元、融券余额166.09亿元，当月全市场融资融券交易金额达6.39万亿元。 国家医保局：深化医保基金管理突出问题专项整治 严肃查处基金赤字问题 2026年2月2日，国家医疗保障局召开全国医疗保障系统党风廉政建设 ...

Group 1 - Tencent's Yuanbao is optimizing its sharing mechanism after being blocked by WeChat due to user complaints about disruptive marketing practices [3][5] - WeChat's security center announced the restriction on Yuanbao's links to protect user experience, indicating ongoing monitoring of marketing activities [5] - Yuanbao has adjusted its sharing feature to a "password red envelope" system following the restrictions [5] Group 2 - Elon Musk's team has been secretly visiting multiple Chinese photovoltaic companies, indicating potential strategic partnerships in the solar energy sector [8][9] - JinkoSolar confirmed interactions with Musk's team, while other companies like GCL also reported discussions about strategic cooperation [9] Group 3 - Nvidia is nearing a deal to invest $20 billion in OpenAI, marking its largest single investment in the company [10] - Alphabet's Q4 net profit reached $34.455 billion, a 29.8% year-on-year increase, with total revenue of $113.83 billion [18] - SK Hynix announced a record bonus for employees equivalent to 2964% of their base salary due to the company's highest-ever performance [21] Group 4 - ByteDance acquired two commercial plots in Haidian District for 2.8 billion yuan, with a total area of approximately 39,522 square meters [10][11] - GAC Honda's new Fit model has sold out, with no further production planned, highlighting strong demand for the limited edition [18] Group 5 - Tesla's Shanghai Gigafactory delivered 69,129 vehicles in January, a 9% year-on-year increase, contributing significantly to global delivery numbers [37] - The automotive industry in China is projected to export 8.324 million vehicles in 2025, a 29.9% increase from the previous year [36]

风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 百度：为达到进一步提升股东回报的目的，董事会已批准就本公司的普通股首次采纳股息政策，而该股 息政策可能包括股息的定期及/或特别分派。 ...

①美国三大股指收盘涨跌不一，道指涨0.53%报49501.3点，标普500指数跌0.51%报6882.72点，纳指跌 1.51%报22904.58点； ⑧伦敦基本金属多数下跌，LME期铅涨0.18%报1967.0美元/吨，LME期镍跌0.67%报17330.0美元/吨， LME期锌跌0.99%报3305.5美元/吨，LME期铝跌1.53%报3059.0美元/吨，LME期铜跌3.25%报13040.0美 元/吨，LME期锡跌3.52%报48360.0美元/吨； ⑨美债收益率涨跌不一，2年期美债收益率跌0.61个基点报3.555%，3年期美债收益率跌0.56个基点报 3.632%，5年期美债收益率跌0.17个基点报3.830%，10年期美债收益率涨0.8个基点报4.274%，30年期美 债收益率涨2.38个基点报4.918%； ②热门科技股多数下跌，特斯拉跌近4%，脸书、英伟达跌超3%，亚马逊跌逾2%，谷歌跌近2%，苹果 涨超2%，微软涨0.72%； ⑩欧债收益率多数下跌，英国10年期国债收益率涨2.9个基点报4.545%，法国10年期国债收益率跌1.9个 基点报3.445%，德国10年期国债收益率跌3.1个基点 ...

人民财讯2月5日电，美股三大指数收盘涨跌不一，道指涨0.53%，纳指跌1.51%，标普500指数跌 0.51%，热门科技股普遍下跌，AMD跌超17%，英伟达、特斯拉、Meta跌超3%，谷歌、亚马逊跌超 2%，苹果涨超2%。存储概念股跌幅居前，闪迪跌近16%，美光科技跌超9%，西部数据跌超7%；热门 中概股普跌，纳斯达克中国金龙指数收跌1.95%，哔哩哔哩跌超6%，百度跌超4%，阿里巴巴、蔚来、 小鹏汽车跌超2%。 转自：证券时报 ...

Core Insights - Alphabet's Q4 revenue increased by 18% year-over-year, reaching a record high of $113.8 billion, exceeding analyst expectations by over 2% [7][31] - The company's R&D expenses surged by 42% due to AI investments, and despite a one-time $2.1 billion Waymo compensation expense, the operating margin remained above 30% [18][11] - Google Cloud revenue grew by 48% to $17.7 billion, significantly surpassing analyst expectations, driven by strong demand for AI infrastructure and solutions [23][7] - Alphabet's capital expenditure guidance for 2026 is set at $175 billion to $185 billion, more than 50% higher than market expectations, indicating a strong commitment to AI [31][3] Financial Performance - Q4 EPS was $2.82, reflecting a 31% year-over-year increase, which was above market expectations [10][7] - Operating profit for Q4 rose by 16% to $35.9 billion, with an operating margin of 31.6%, despite the impact of the Waymo compensation expense [11][12] - Net profit increased by 30% to $34.5 billion, aided by other income contributions, including a $2.3 billion gain from equity investments [15][11] Business Segment Performance - Google Cloud emerged as the standout performer, with a 48% revenue increase, and its operating profit reached $5.3 billion, significantly exceeding analyst forecasts [23][7] - Google Services revenue grew by 14% to $95.9 billion, with advertising revenue also increasing by 14% to $82.3 billion, surpassing expectations [26][28] - Other Bets revenue declined by 7.5% to $37 million, falling short of analyst predictions [27] Strategic Outlook - Alphabet's substantial capital expenditure plans reflect its aggressive stance in the AI race, with CEO Sundar Pichai emphasizing the importance of AI investments for future growth [31][3] - The release of the Gemini 3 AI model and partnerships, such as with Apple, are expected to enhance Alphabet's competitive position in the AI landscape [31][3] - The company faces challenges from competitors like OpenAI, necessitating continued innovation and investment in cloud and search advertising to maintain momentum [5][18]

Core Insights - Elon Musk remains the world's richest person with a net worth of $775 billion, having gained $48 billion in the past month, largely due to the valuation increase of his companies, including xAI Holdings [1][4] - Larry Page, co-founder of Google, is the second richest with a net worth of $277 billion, increasing by $20 billion due to an 8% rise in Alphabet's stock price [2][5] - Sergey Brin, also from Google, saw his wealth rise by $18 billion to $255 billion, moving him to the third position [2][5] - Mark Zuckerberg's net worth increased by $19 billion to $246 billion, placing him fifth, driven by an 8% rise in Meta's stock [2][5] Wealth Changes - Musk's wealth growth is attributed to the successful funding round for xAI Holdings, which raised $20 billion at a $250 billion valuation, increasing his stake's value by $62 billion [1] - Larry Ellison experienced a significant loss of $34 billion due to a 17% drop in Oracle's stock, dropping him from third to sixth place [2][5] - Bernard Arnault's wealth decreased by $26 billion to $169 billion, impacted by a 14% decline in LVMH's stock [2][6] Rankings and Valuations - The top ten billionaires include notable figures such as Jeff Bezos with $250 billion and Warren Buffett with $142 billion, both experiencing wealth increases and decreases respectively [4][6] - Amancio Ortega returned to the top ten despite a slight decrease in wealth, reflecting the volatility in the fast fashion sector [3][6]

来源：滚动播报 1、在多位中东领导人紧急游说特朗普政府放弃退出谈判的威胁后，原定于6日举行的美伊核谈判计划得 以恢复，谈判将在阿曼举行。此次僵局引发了整个中东地区的担忧，担心特朗普会转而采取军事行动。 2、谷歌公司2025年营收首次突破4000亿美元，Q4营收同比增长18%，AI技术驱动核心业务全面增长。 全年净利润1321.70亿美元，同比增长32%。 3、AMD收跌17.31%，创2017年以来的最大单日跌幅，成 交218.17亿美元。 4、美联储周三宣布，在2026年压力测试周期内不会调整大型银行的资本水平，因美 联储正考虑对这项年度测试进行若干调整以提升透明度。 5、SpaceX已与美国以外的银行就其首次公开 募股（IPO）举行会谈。 6、美国平等就业机会委员会周三称，正在调查耐克涉嫌通过多元化政策歧视 白人的行为。 7、美国财长贝森特周三表示，他在2024年1月，也就是美国总统特朗普赢得大选之前， 曾与其对冲基金Key Square向合作伙伴称"关税会带来通胀"，而这一判断是错误的。 8、纳斯达克考虑 在SpaceX等大型IPO之前推出新的"快速入指"规则。 9、俄外交部：俄美不再受《新削减战略武器 ...