隔夜美股大涨，道指涨超过1200点，史上首次突破50000点大关。 校对：刘星莹 热门中概股普涨，纳斯达克中国金龙指数收涨3.71%，蔚来涨超7%，理想汽车涨超6%，百度涨超5%， 小鹏汽车涨近5%，哔哩哔哩涨超4%，阿里巴巴、拼多多涨超3%，京东、爱奇艺涨超2%。 比特币回升至70000美元以上。此前，周四比特币一度大跌逾13%跌破61000美元。分析称，周五比特币 的上涨有助于缓解最近困扰更广泛市场的部分避险担忧。不过本周比特币累计跌幅仍然超过15%。 国际贵金属大涨，现货黄金涨近4%，现货白银涨逾9%。COMEX黄金期货收涨2.03%，报4988.6美元/盎 司，本周累计上涨1.65%；COMEX白银期货收涨1.06%，报77.525美元/盎司，本周累计下跌9.06%。 消息面上，美国财长贝森特2月6日表示，尽管美元近期有所贬值，但特朗普仍坚持推行强势美元政策， 因为其政府正在采取一系列措施，以使投资美元资产更具吸引力。贝森特还称，特朗普周末称若美联储 主席提名人凯文·沃什不降息就起诉他的言论纯属玩笑。"而且，总统对美联储以及美联储的独立性非常 尊重。" 美联储官员再对降息表态。美联储戴利表示，她对利率 ...

"新国补"落地首月，消费市场热气腾腾（经济新方位） 本报记者 王 珂《人民日报》（2026年02月07日 第 02 版） 春节将至，黄海之滨的辽宁大连长海县小长山岛英杰村的孙阿姨，收到了一份特殊的新春年货——一台 大尺寸智能电视。 "旧电视用了10多年，早就想换台新的。"孙阿姨说。2026年初，新一轮以旧换新政策启动。孙阿姨的儿 子了解到，在京东购置家电可直接享受国家补贴，还有一站式送装服务，便果断下单。很快，京东物流 大件送装工程师准时将智能电视送抵家中，一次性完成了新机配送、安装调试以及旧电视拆卸、回收全 流程服务。 线下消费的回暖，更带动了多元消费协同增长。商务部数据显示，1月，家电以旧换新、数码和智能产 品购新线下销售接近八成，同比增长约20%。一些线下门店业绩增长、客流提升，同时对休闲娱乐、交 通出行、特色餐饮等跨场景消费有较强带动作用，形成以旧换新引流、多元消费增收的良性格局。 以旧换新的"新"，既是新旧更替的"新"，更是创新发展的"新"。 2026年以旧换新政策迎来新一轮优化调整，藏着"延续中求创新、统筹中给活力"的巧思。一方面，政策 稳稳托底，汽车报废更新、6类重点家电换新等领域实行全国统一补 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近日，中国汽车流通协会发布的数据显示，1月上半月，车市销量较2025年12月同期下降34.2%，较 2025年12月下半月下降66.4%。与此同时，国内车企陆续公布的2026年销量目标相较于过去几年动辄翻 倍的激进态势，已趋于理性。 1月车市销量同比上升主要受去年同期低基数影响，而环比出现下滑，则主要源于2025年底新能源汽车 购置税免征政策即将结束，车企去年年底集中促销导致部分需求提前释放。中国汽车流通协会预计，1 月车市整体零售销量约为180万辆，环比下降20.4%，同比微增0.3%。乘用车市场信息联席分会预计， 2026年国内乘用车零售销量将与2025年基本持平，出口仍将保持10%以上的中高速增长。 面对市场正从高速增长转向平稳增长的新阶段，车企年度销售目标也普遍趋于务实。从已公布的目标 看，吉利汽车2026年销量目标定为345万辆，同比增长约14%；长安汽车目标增幅为13.3%；奇瑞汽车目 其次，汽车产业应尊重产业规律。我国新能源汽车行业创新活跃，尤其是一些新势力品牌通过快速推出 新产品、新功能吸引消费者，形成了一种以"产品快速 ...

Group 1 - The Chinese automotive market experienced a significant decline in sales, with January sales down 34.2% year-on-year compared to December 2025, and a 66.4% drop compared to the second half of December 2025. The overall retail sales for January are estimated to be around 1.8 million vehicles, reflecting a month-on-month decrease of 20.4% but a slight year-on-year increase of 0.3% [1] - Domestic automakers are setting more realistic sales targets for 2026, moving away from aggressive growth strategies seen in previous years. For instance, Geely aims for a 14% increase to 3.45 million units, while Changan and Chery target growth rates of 13.3% and 14%, respectively [2] - The automotive industry is undergoing a critical transformation, with rapid development in new energy vehicles (NEVs) leading to innovation, structural changes, and intensified competition. This has resulted in a challenging environment where some companies are generating revenue without profit, impacting the profitability of suppliers and dealers [2] Group 2 - Companies should shift their focus from sales volume and scale to sustainable profitability and healthy cash flow. The previous strategy of prioritizing sales as a key performance indicator is becoming unsustainable, especially as the market transitions from high growth [3] - The automotive industry must respect market dynamics, as rapid product iterations can lead to increased costs and shorter product lifecycles. This could result in companies facing high costs and low profits over time, while consumers may become fatigued by frequent updates [3] - In a stabilizing market, companies should avoid relying solely on sales volume and price wars for short-term advantages. Instead, they should focus on maintaining robust cash flow, setting achievable and sustainable sales plans, and optimizing supply chain efficiency and cost management to build long-term competitive advantages [3]

【环球时报综合报道】2月6日，中国商务部部长王文涛与南非贸易、工业和竞争部部长帕克斯·陶在京 共同主持召开中南经贸联委会第九次会议，就深化中南多双边经贸合作等深入交换意见。 王文涛表示，中方愿同南方一道，继续挖掘双边贸易潜力，通过商签共同发展经济伙伴关系协定，确保 南非以符合世贸规则的方式享受100%税目产品输华零关税待遇，为全面提升中南经贸合作水平提供长 期、稳定、可预期的制度保障。中方愿积极响应南非"新投资倡议"，拓展汽车、矿业、农业、新能源等 领域投资合作，共同打造稳定而富有韧性的产供链合作关系。希望南方为中国企业在南投资兴业提供更 多便利和支持。 南非独立在线新闻网站（IOL）6日报道称，这项具有里程碑意义的协定将使南非部分出口产品免税进 入中国市场，同时促进中国对南非的投资。IOL称，预计今年3月底前，双方将达成协定的"早期收 获"安排。南非《先驱报》6日称，这项协议标志着非洲工业化程度最高的经济体与其最大亚洲贸易伙伴 之间的经济联系显著加深。 美国商业内幕网站非洲版6日称，一个值得关注的背景是，南非与其第二大贸易伙伴——美国的关系恶 化。去年8月，美国对部分南非产品加征30%的关税，引发后者担忧。 ...

来源：环球市场播报 欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 2月7日收盘：美股收高，道指首次突破5万点关口 2月7日美股成交额前20：英伟达结束五连跌，黄仁勋称AI资本支出可持续 2月7日热门中概股普涨 台积电涨5.53%，阿里巴巴涨3% 宏观 白宫考虑对房屋建筑商启动反垄断调查 美国12月消费者信贷创出一年来最大增幅 超过经济学家预期 贝森特反驳他和特朗普针对美元发表不同看法的观点 美联储杰斐逊对经济前景持谨慎乐观态度，预计就业市场趋稳通胀回归目标 油价周五上涨 投资者关注美伊谈判 现货黄金涨3.78% 纽约期金本周涨5% 欧洲股市在震荡中走强 诺和诺德反弹抵消了Stellantis的重挫 比特币重返70000美元上方 几乎收复周四全部失地 黄仁勋称6600亿美元AI资本支出建设具有可持续性 美司法部调查奈飞是否存在反竞争行为 苹果车载迎来战略转变 计划开放第三方语音AI助手 贝莱德的Rieder减持美国投资级和高收益债 称"非常喜欢"新兴市场 美伊核谈判"暂时"结束 伊朗外长离开阿曼首都 美国国务院宣布对伊朗相关实体及个人实施制裁 我驻巴使馆：暂无中国公民在巴基斯坦清真寺爆炸事件中死亡 ...

欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 2月7日收盘：美股收高，道指首次突破5万点关口 2月7日美股成交额前20：英伟达结束五连跌，黄仁勋称AI资本支出可持续 2月7日热门中概股普涨 台积电涨5.53%，阿里巴巴涨3% 油价周五上涨 投资者关注美伊谈判 现货黄金涨3.78% 纽约期金本周涨5% 欧洲股市在震荡中走强 诺和诺德反弹抵消了Stellantis的重挫 比特币重返70000美元上方 几乎收复周四全部失地 宏观 白宫考虑对房屋建筑商启动反垄断调查 美国12月消费者信贷创出一年来最大增幅 超过经济学家预期 贝森特反驳他和特朗普针对美元发表不同看法的观点 美联储杰斐逊对经济前景持谨慎乐观态度，预计就业市场趋稳通胀回归目标 美伊核谈判"暂时"结束 伊朗外长离开阿曼首都 特斯拉高管表示正在加紧招聘，以支持马斯克扩大太阳能战略 黄仁勋称AI资本支出适当且可持续 英伟达结束连跌涨超7% 黄仁勋称6600亿美元AI资本支出建设具有可持续性 美司法部调查奈飞是否存在反竞争行为 苹果车载迎来战略转变 计划开放第三方语音AI助手 贝莱德的Rieder减持美国投资级和高收益债 称"非常喜欢"新兴市场 诺和 ...

Group 1: Nvidia - Nvidia's stock rose by 7.78% with a trading volume of $41.808 billion, despite a cumulative decline of 10.72% over the previous five trading days [1][9] - CEO Jensen Huang stated that the $660 billion capital expenditure for AI infrastructure is sustainable, driven by increasing cash flows from companies investing in AI [9] - Major clients like Meta, Amazon, Google, and Microsoft have announced significant increases in their AI infrastructure investments, contributing to the projected $660 billion in capital expenditures this year, much of which will be spent on Nvidia's chips [9] Group 2: Amazon - Amazon's stock fell by 5.55% with a trading volume of $36.98 billion, experiencing a drop of up to 10% during early trading [1][10] - The company projected its first-quarter operating profit to be between $16.5 billion and $21.5 billion, below analysts' expectations of $22 billion [10] - Amazon announced a significant increase in its 2026 capital expenditure, raising it to over $200 billion from the previously planned $125 billion for 2025 [10] Group 3: Tesla - Tesla's stock increased by 3.50% with a trading volume of $25.391 billion, as the company is evaluating multiple sites in the U.S. to expand its solar battery manufacturing [10] - CEO Elon Musk mentioned at the World Economic Forum that Tesla aims to achieve an annual solar manufacturing capacity of 100 gigawatts within three years [10] - Plans include expanding the capacity of the Buffalo, New York factory to 10 gigawatts, with potential for a second factory in New York and additional sites in Arizona and Idaho [10] Group 4: Semiconductor and AI Infrastructure Stocks - Micron's stock rose by 3.08% with a trading volume of $14.368 billion, as AI infrastructure stocks rebounded [11] - SanDisk's stock increased by 3.77% with a trading volume of $12.488 billion, while AMD's stock rose by 8.28% with a trading volume of $11.081 billion [12] - Intel and AMD have informed Chinese clients about CPU supply shortages, with Intel warning of delivery times extending up to six months, leading to a price increase of over 10% for certain server products in China [12] Group 5: Other Notable Stocks - Broadcom's stock rose by 7.22% with a trading volume of $10.809 billion, contributing to the overall rebound in AI infrastructure stocks [12] - TSMC announced plans to mass-produce 3nm chips in Kumamoto, Japan, with an estimated investment of $17 billion to meet the surging demand for AI [12]

Core Insights - Tesla has officially announced a significant OTA update for the Spring Festival, with the software version number 2025.45.32.1, applicable to multiple vehicle models [1][3]. Group 1: Update Details - The update is being rolled out in batches, with many Tesla owners already receiving the 2025.45.32.1 software update [3]. - The applicable models for this update include Model 3, Model Y/YL, Model S, and Model X [5]. - The update is described as a major version update, featuring a rich set of new functionalities [9]. Group 2: Key Features of the Update - The update includes a map package update [12]. - New features include voice wake-up support via "Hey, Tesla," an "Automation" application, and the addition of "Kugou Music" [12][13]. - The dashcam now supports dynamic recording time adjustments, and QQ Music has introduced a karaoke mode [13]. - Lyrics styles have been fully upgraded with optimized animation effects, and NetEase Cloud Music now supports "word-by-word lyrics" [13]. - Supercharging stations now support aggregated display, and a new toy box paint shop feature allows customization of vehicle appearance [13]. - The update supports WeChat connectivity, enabling users to send WeChat addresses to their Tesla [13]. - Users can search for nearby parking lots based on points of interest [13]. Group 3: Production Changes - Recently, Elon Musk announced that production of Model S and Model X will be halted in the next quarter [16]. - Tesla has stated that the original production lines for Model S and Model X will be upgraded to manufacture Tesla's humanoid robots [16].

随着各大车企陆续发布1月份产销数据，车市开年遇冷已成事实。"这是我从业以来市场表现最差的一个 月""知道会遇冷，但没想到是冰冷""中国车市是否会就此掉头向下"等论调甚嚣尘上，为全年车市走向 增加了不确定性。 车市开年遇冷，并非单一因素所致，而是政策换挡、需求透支与消费者观望情绪等多重因素叠加的结 果。其中，政策调整是主因。自2026年起，延续10多年的新能源汽车车辆购置税从全额免征调整为减半 征收，单车最高减税额上限从3万元降至1.5万元。一辆开票价10万元的新能源车，2026年需交5000元购 置税；20万元车型，购车成本则增加1万元。目前，车市消费主要集中在10万至20万元价格区间的车型 上，消费者对成本变化敏感。显然，这直接影响了消费者的购车决策。 同时，"两新"政策优化实施，带来的产品补贴结构性变化也不容忽视。相较去年，今年"以旧换新"政策 将"定额补贴"改为"按车价比例补贴"。虽然补贴上限保持不变，但明显降低了低价车型的现金补贴额 度。补贴政策的结构性调整，导致低价车型的销售数据大幅下滑，直接拖累整体销量。 此外，去年购置税政策退坡前透支了部分消费需求，叠加今年地方补贴"断档"，进一步影响了市场需 ...