美股周一收盘，道指初步收涨1%，标普500指数涨0.5%，纳指涨0.56%。英特尔(INTC.O)和美光科技 (MU.O)涨于5%一线，英伟达(NVDA.O)跌近3%，苹果(AAPL.O)涨4%。纳斯达克中国金龙指数收跌 0.65%，小鹏汽车(XPEV.N)跌8%，百度(BIDU.O)跌3%。 本文源自：金融界AI电报 ...

数据中心公司甲骨文宣布将筹资高达500亿美元以为云客户扩建产能后，其股价一度上涨超过3%，但尾 盘转跌。 比特币自2025年4月以来首次跌破80000美元，这表明在周五黄金和白银大幅下跌后，投资者正进一步降 低风险敞口。白银价格在过去12个月上涨了一倍多，但周五暴跌约30%，创下该金属自1980年以来最差 的单日表现。黄金也下跌了约10%。 周一交易时段，比特币以及黄金白银等贵金属均从各自的低点有所回升，这有助于减少股市损失并缓解 避险情绪。比特币最后交易价高于79000美元，而现货黄金和现货白银分别下跌4%和7%。比特币代理 投资工具Strategy也出现亏损。 随着对人工智能的疑问浮现，华尔街也将注意力转向了英伟达。 北京时间2月3日凌晨，美股周一尾盘继续上扬，道指上涨超过500点。投资者暂时忽略白银与比特币近 期跌势，转而关注科技巨头财报与1月非农就业报告。超过100家标普500指数成份公司将在本周公布财 报。 道指涨578.68点，涨幅为1.18%，报49471.15点；纳指涨188.54点，涨幅为0.80%，报23650.35点；标普 500指数涨50.81点，涨幅为0.73%，报6989.84点。 ...

Core Viewpoint - The article highlights the increasing interest of global funds in Chinese assets, with domestic ETFs actively expanding internationally through various exchanges, providing richer investment tools for global investors [1][2]. Group 1: Domestic ETFs Going International - Domestic ETFs have been expanding internationally, with significant milestones including the listing of the first cross-border ETFs on the Hong Kong Stock Exchange and the Singapore Exchange [2]. - Notable ETFs that have gone international include the Southern Eastern Huatai-PB China Solar Industry ETF, the Southern Eastern Huatai-PB Shanghai Dividend ETF, and the Southern Eastern Huatai-PB CSI A500 ETF [2]. - The trend reflects a shift from single-market listings to multi-exchange listings and from traditional broad-based ETFs to smart beta and thematic indices, indicating growing international investor interest in China's structural investment opportunities [3]. Group 2: Inflow of Foreign Capital into Chinese Assets - Recent data shows a continuous net inflow of both active and passive foreign capital into Chinese assets, with active foreign capital accelerating [4]. - As of January 28, active foreign capital has seen three consecutive weeks of inflow, while passive foreign capital also maintains a net inflow [4]. - Several China-themed ETFs listed in the U.S. have shown significant growth, particularly in the technology sector, with the Invesco China Technology ETF's assets increasing from $2.818 billion to $3.161 billion, a growth of 12.17% [4]. Group 3: Positive Outlook from International Asset Management Firms - Major international asset management firms, including Franklin Templeton and Invesco, have released optimistic investment outlooks for 2026, citing attractive valuations in Chinese stocks and potential for market growth [6]. - The outlook emphasizes the vibrancy and breakthrough progress in key areas such as technology innovation and industrial upgrades, which are expected to support market performance [6]. - Analysts suggest that the A-share market's overall valuation has rebounded from low levels, with no signs of overheating, indicating a favorable environment for growth opportunities [6][7]. Group 4: Key Investment Areas - Key sectors identified for investment opportunities include consumer electronics, lithium battery supply chains, the financial sector, and emerging sub-sectors related to domestic demand expansion [7]. - The consumer electronics sector is expected to remain in a major innovation cycle, while the lithium battery market is projected to grow due to favorable policies supporting electric vehicle demand [7].

每经记者｜李旭馗 每经编辑｜陈柯名 董兴生 编辑|陈柯名 董兴生 杜恒峰 2025年5月，蚂蚁集团旗下的蚂蚁国际成为汇丰银行以代币化存款为本的区块链结算服务的首家客户，旗下公司在汇丰账户的存款经代币化后，成功完成 即时的内部资金调拨。另一关键实体蚂蚁数科作为蚂蚁集团科技商业化板块，已于2025年4月将海外总部落户香港，蚂蚁数科在区块链领域拥有众多全球 领先的技术和专利。 京东旗下的京东币链科技（香港）是香港金管局于2024年7月公布的首批稳定币沙盒测试三大参与者之一，与渣打银行、圆币科技一同成为"吃螃蟹者"。 紧接着，小米旗下天星银行宣布与京东币链科技达成稳定币合作，由此引发市场对互联网大厂布局Web3（第三代互联网）的无限遐想。 作为香港三大发钞行之一，渣打银行凭借其深厚的金融基础设施与先发的沙盒测试经验，也被市场寄予厚望。 在《稳定币条例》于2025年8月1日生效后，首批牌照申请窗口于同年9月30日关闭。根据香港金管局此前披露的信息，期间共收到36份申请。申请机构类 型多元，涵盖银行、科技企业、证券/资产管理/投资公司、电商、支付机构、初创/Web3企业等。 记者|李旭馗 2月2日，香港金融管理局（以下简 ...

周一，美股盘初低开高走，三大指数均转涨，纳指涨0.75%，明星科技股多数上扬，美国超微公司 (AMD.US)涨超5%，英特尔(INTC.US)涨超4%，甲骨文(ORCL.US)、亚马逊(AMZN.US)涨超2%，谷歌 A(GOOGL.US)涨1.6%再创新高，总市值达4.1万亿美元。 消息面上，美国1月份制造业活动意外扩张，创下2022年以来最快增速，主要受到新订单和生产强劲增 长的推动。根据周一公布的数据，供应管理学会(ISM)制造业指数从47.9升至52.6。在经历近一年的收缩 后，指数持稳于荣枯分水岭上方有助于进一步证明，在过去三年萎靡不振后，制造业正走向好转。 此外，摩根士丹利首席经济学家Seth Carpenter最新表示，尽管鲍威尔的主席任期即将结束，且沃什将成 为继任提名人选，但美联储的政策反应函数不会发生实质性变化。虽然沃什曾公开表示美联储资产负债 表应该缩减，但任何改变都需要在FOMC内部建立支持和共识，这将把相关决定推迟至明年。摩根士丹 利维持今年下半年降息两次的基准预期，前提是关税驱动的通胀消退且通胀下行趋势明确重现。 ...

Core Viewpoint - The article discusses the competitive landscape of the "AI Red Packet" initiative during the Spring Festival, highlighting the strategic positioning of major tech companies like Tencent, Alibaba, Baidu, and ByteDance in leveraging AI to enhance user engagement and ecosystem integration [2][4]. Group 1: AI Red Packet Battle - The total amount of red packets distributed by major companies exceeds 4 billion yuan, marking a significant strategic move to enhance AI user engagement [2]. - Alibaba's "Spring Festival Treat Plan" involves a record investment of 3 billion yuan, while Tencent contributes 1 billion yuan through its "Yuanbao" initiative, and Baidu allocates 500 million yuan for its "Wenxin Assistant" [3]. - The competition is not just about monetary distribution but also about integrating AI into social interactions and commercial ecosystems [4]. Group 2: Market Reactions and Company Performance - Investor interest in AI applications has surged, with numerous inquiries about companies' involvement in the AI red packet initiatives, indicating a strong market response [3]. - As of February 2, 72 companies in the AI application sector have released performance forecasts, with 20 expecting growth, 12 turning profitable, and 25 continuing to report losses [5]. - Companies with strong technological foundations and clear application scenarios are beginning to see positive financial results, while those in transition face challenges [5]. Group 3: Future of AI Applications - The year 2026 is anticipated to be a pivotal moment for AI applications, with the current red packet initiatives serving as a critical turning point for commercializing AI technology [5]. - Companies like iFlytek are projecting significant profit growth, attributing success to the integration of AI models into existing solutions, which address customer pain points [6]. - The article emphasizes that not all companies will benefit from the AI boom, as many traditional firms may struggle to adapt to the evolving technological landscape [8].

中概股大跌。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 英国富时100 | 10329.87 | 106.33 | 1.04% | | 法国CAC40 | 8194.53 d | 68.00 | 0.84% | | 德国DAX | 24769.16 | 230.35 | 0.94% | | 意大利富时MIB | 45948.67 | 421.25 | 0.93% | | 欧元区STOXX50(欧元) | 5993.47 d | 45.66 | 0.77% | | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | DJI | 道琼斯工业平均 | 49168.15 | 275.68 | 0.56% | | IXIC | 纳斯达克指数 | 23521.14 | 59.32 | 0.25% | | SPX | 标普500 | 6959.43 | 20.40 | 0.29% | 欧股方面，主要指数亦在集体低开后转涨，英国富时100指数涨幅超1%。 当天亚洲交易时段，亚太股市集体走低，日经22 ...

Market Overview - The three major U.S. stock indices opened lower, with the Dow Jones down 0.13%, the S&P 500 down 0.31%, and the Nasdaq down 0.39% [1] Chinese Stocks - Chinese stocks experienced a broad decline, with Xpeng Motors falling over 6%, NIO down over 3%, Baidu and iQIYI down over 2%, and Weibo and Bilibili down over 1% [1] Oracle Corporation - Oracle's stock rose by 3.8% as the company plans to raise up to $50 billion and initiate a dollar bond issuance [1] U.S. Rare Earth Companies - U.S. rare earth companies saw a 7.2% increase, following reports that Trump plans to establish a $12 billion strategic reserve for critical minerals [1] Disney - Disney's stock dropped over 7%, with the company reporting Q1 revenue of $25.98 billion, reflecting a year-over-year growth of 5% [1]

中国科技巨头为推广旗下人工智能（AI）产品重演11年前的红包大战 阿里巴巴星期一（2月2日）发给多家中国媒体的通稿称，千问投入30亿元启动"春节请客计划"，将在星期五（6日）正式上线，以免单形式请中国民 众在春节期间吃喝玩乐，还有大额现金红包，但官方尚未透露具体的活动形式。 通稿称，外卖平台淘宝闪购、旅游平台飞猪、购票平台大麦、实体超市盒马、线上商超天猫超市以及支付工具支付宝等阿里生态业务，将加入千问 春节活动。 阿里巴巴称："此次千问30亿春节请客计划，在阿里历史上的春节活动中投入最大，在今年春节大厂AI大战中投入金额也最高。" 中国科技巨头为推广旗下人工智能（AI）产品重演11年前的红包大战，继腾讯和百度后，同样在追赶字节跳动领先地位的阿里巴巴旗下AI应用千 问，宣称"投入30亿元人民币（5.49亿新元）"，在春节期间对用户吃喝玩乐进行免单。 通稿以千问内部人士的名义称："半个月前的发布，其实就是在为春节攻势做准备。"内部人士还称，AI买电影票功能正在灰测，即将全面上线。 这场科技巨头间的春节红包大战，由腾讯和百度率先发起。当前，字节跳动旗下的"豆包"是中国最火的AI应用，月活已达1.63亿，阿里巴巴旗下 ...

Core Viewpoint - The 12th Shenzhen-Hong Kong Talent Cooperation Annual Conference aims to deepen talent integration and cooperation between Shenzhen and Hong Kong, promoting a systematic and mechanized approach to talent collaboration [1] Group 1: Talent Cooperation Initiatives - The "Bay Area Talent Pass" will facilitate cross-border talent mobility with a focus on policy recognition, mutual recommendations, service connectivity, and resource sharing [2] - The "Qianhai Youth Employment Program" and "Qianhai Youth Internship Program" will create 1,000 job positions and 800 internship positions annually for Hong Kong and Macau youth, covering key sectors such as finance and technology [2] - Over 11,000 Hong Kong enterprises and more than 10,000 Hong Kong talents are currently developing in Qianhai, marking a new phase of symbiotic growth between Shenzhen and Hong Kong [4] Group 2: Financial and Innovation Support - The "Qianhai FinNet" platform aims to integrate talent, capital, industry, and innovation chains to enhance the efficiency of cross-border investment and financing in the tech sector [3] - The establishment of the "Shenzhen-Hong Kong Human Resources Alliance" will facilitate deeper exchanges and standardization, assisting Hong Kong companies in setting up R&D centers in Qianhai [3] - A roundtable forum titled "Deep Hong Kong Collaboration: Four Chains Driving" was held to discuss the integration of industry, innovation, capital, and talent chains [3] Group 3: Future Development Goals - Qianhai plans to further advance cooperation with Hong Kong, building a talent development ecosystem characterized by rule alignment, resource connectivity, and shared opportunities [4]