Group 1 - The 25th Winter Olympic Games will be held in Italy from February 6 to 22 [1] - The National Health Commission has issued a notice to support the construction of high-value small incision scenarios, promoting the large-scale application of new technologies and products in the medical insurance field [2] - The Ministry of Industry and Information Technology and other departments have issued the "Implementation Plan for High-Quality Development of Traditional Chinese Medicine Industry (2026-2030)", aiming to establish a collaborative development system for the entire industry chain by 2030 [4] Group 2 - The launch of the "Digital Passport Technical Requirements for Light Industry Products" aims to provide a "digital ID" for light industry products, facilitating data connectivity throughout their lifecycle [3] - The National Supercomputing Internet Application Technology Conference has launched a core node for a supercomputing platform, providing over 30,000 domestic AI computing resources for large-scale AI computing scenarios [2] - Alibaba's Qianwen has become the first official large model for the Olympics, integrating over 400 AI service functions into its app, marking a significant upgrade in its service capabilities [5] Group 3 - Nanjing Mining Group announced a cash investment of $30 million to acquire a 10% stake in Eagle Valley Gold [7] - Huisheng Bio has approved a total investment of 1 billion yuan for a synthetic biology manufacturing project in Xinjiang, aimed at meeting market demand and achieving technological upgrades [7] - Guoxuan High-Tech plans to raise no more than 5 billion yuan through a private placement to fund various battery projects [8] Group 4 - Zairun New Energy received a net institutional buy of 32.16 million yuan, recognized as a core supplier in the global photovoltaic component market [9] - Jushi Group has seen a net institutional buy of 248 million yuan, leveraging its market position in the marine economy and securing international certifications [10] - The Hong Kong technology sector has attracted significant ETF inflows, indicating a potential structural market recovery in 2026 [11]

2月5日，A股延续回调态势，双创指数跌幅靠前，市场亏钱效应明显，3719只个股收绿，抛压集中于有色等资源股及通信等科技股，白酒、银行股相对抗 跌。 受访人士指出，今日缩量下跌体现节前避险情绪升温与存量资金高低切换，预计节前A股大概率震荡磨底。当前建议投资者保持中等仓位，保留现金灵活 性，可逢低分批布局白酒板块，不宜急于"抄底"科技、资源股，暂不建议盲目上车券商板块。 量能大幅萎缩 指数跌多涨少，沪指收跌0.64%报4075.92点，创业板指收跌1.55%报3260.28点，深证成指收跌1.44%。沪深300、上证50微跌，科创50跌逾1%，北证50跌 逾2%。 前两日交易量能微降，今日三市成交额缩减3090亿元，降至2.19万亿元。近期杠杆资金热度明显下降，截至2月4日，沪深京两融余额降至2.69万亿元。 市场亏钱效应明显，3719只个股收跌，跌停股23只；1618只个股收涨，涨停股56只。随着交易量缩减，今日成交额超百亿元个股仅9只，多数热门股收 跌，新易盛、紫金矿业跌幅均超4%，蓝色光标、天孚通信跌近6%。贵州茅台收涨1.97%报1555元/股，网宿科技涨逾7%报17.97元/股。 | 代码 | 名称 | ...

Core Viewpoint - Megvii Technology's subsidiary, Shenzhen Megvii Intelligent Information Technology Co., Ltd., has received a new High-tech Enterprise Certificate, indicating its continued recognition as a high-tech entity in the industry [1] Group 1 - The certificate was issued by the Shenzhen Municipal Bureau of Industry and Information Technology, Shenzhen Municipal Finance Bureau, and the State Taxation Administration of Shenzhen [1] - The certificate number is GR202544203154, and it was issued on December 25, 2025, with a validity period of three years [1] - This issuance is a renewal of the previous High-tech Enterprise Certificate that had expired [1]

证券日报网讯 2月5日，新易盛在互动平台回答投资者提问时表示，公司持续关注全球各区域市场需 求，相关海外市场拓展事宜将结合行业趋势与自身经营规划统筹推进。 （文章来源：证券日报） ...

Core Viewpoint - Zhongtian Technology focuses on creating value for customers in the communication and energy sectors, aiming to become a global leader in information and energy interconnection solutions [2] Group 1: Company Strategy - The company is committed to deepening its focus on niche product markets and achieving international leading levels in production technology and processes [2] - Certain products have a market share ranking among the top globally [2] Group 2: Future Outlook - The company plans to continue concentrating on its core business to enhance its core competitiveness, profitability, and risk management capabilities [2] - It aims to deliver strong performance and maintain sound corporate governance to actively reward investors [2]

Group 1 - The company, Zhaolong Interconnect, is committed to deepening its focus on the high-speed interconnect field [2] - The company plans to leverage its technological research and production capacity advantages to seize industry development opportunities [2] - The company aims to strengthen collaborations with leading internet enterprises [2]

Key Points - The total trading amount for Shanghai Stock Connect today was 142.09 billion, while Shenzhen Stock Connect reached 146.84 billion [1] - The top traded stocks in Shanghai included Kweichow Moutai at 4.40 billion, Zijin Mining at 2.72 billion, and Industrial Fulian at 2.10 billion [2] - In Shenzhen, the leading stocks were Tianfu Communication at 2.99 billion, Zhongji Xuchuang at 2.89 billion, and CATL at 2.52 billion [3] Sector Performance - The sectors with the highest gains included film and television, tourism and hotels, and banking, while sectors with the largest declines were non-ferrous metals, electric grid equipment, and oil and gas [4] - The food and beverage sector saw a net inflow of 1.58 billion, while the film and television sector had a net inflow of 1.23 billion [5] - The electric new energy sector experienced a significant net outflow of 20.21 billion, followed closely by non-ferrous metals at 20.11 billion [6] Individual Stock Activity - The top individual stocks with net inflows included Pingtan Development at 1.29 billion, Wangsu Science and Technology at 0.76 billion, and N Beixin-U at 0.68 billion [7] - The stocks with the highest net outflows were Zijin Mining at -2.29 billion, Xinyi Technology at -1.76 billion, and Aerospace Development at -1.64 billion [8] ETF Trading - The top ETFs by trading amount included the Gold ETF at 20.06 billion, A500 ETF at 15.68 billion, and A500 ETF Huatai at 11.11 billion [9] - The ETFs with the highest growth in trading amount compared to the previous trading day were the Hong Kong Stock Connect Consumer ETF at 0.59 billion, and the S&P Consumer ETF at 0.50 billion [10] Futures Positioning - In the four major futures contracts, both long and short positions increased, with the IM contract seeing a significant increase in long positions [11] Institutional Activity - Institutional activity showed a notable decrease, with the number of stocks bought and sold and the net buying scale significantly reduced [12] - The stock Giant Lifting received 248 million from two institutions, while the stock Minexplosion Optoelectronics saw a sell-off of 81.16 million from one institution [12] Retail Investor Activity - Retail investors were active, with significant purchases in Pingtan Development and Tianfu Communication, indicating strong interest in these stocks [13] - Quantitative funds were also active, particularly in Zhejiang Wenlian, which saw intense trading activity [14]

Group 1 - Meta has signed a long-term supply agreement with Corning worth $6 billion for fiber optic cables to expand capacity for AI data centers, with a single data center project in Louisiana requiring 8 million miles of fiber [1] - Nvidia is hosting a CPO webinar on February 3, 2026, focusing on co-packaged silicon photonic switches, highlighting the strategic value of CPO as a physical foundation for scaling AI computing power [1] - Alphabet's Q3 earnings report shows Google Search revenue growth accelerating from 15% to nearly 17%, while Google Cloud revenue growth surged by 14 percentage points to 48%, alleviating concerns about AI chatbots impacting search business [1] Group 2 - Google's earnings report confirms the certainty of AI, with a continued shortage of computing power; Gemini 3.0 is noted as the fastest model in the company's history, and its monthly active users exceed 750 million [2] - Google has reduced the unit cost of Gemini services by 78% through model optimization, and the company is in a tight computing power supply situation, which is expected to persist throughout the year [2] - The Tianhong CSI Communication Equipment Index Fund has ranked first among similar funds in 2025, benefiting from the AI computing power boom [2] Group 3 - The Tianhong CSI Communication Equipment Index Fund focuses on the optical communication sector, with top holdings including leading optical module companies, which collectively account for nearly 35% of the fund [3] - The fund manager emphasizes a dual-driven investment framework of "AI computing power explosion + communication infrastructure upgrade," which provides clear direction for fund operations [4] - The Tianhong CSI Communication Equipment Index Fund closely tracks the CSI Communication Equipment Index, which includes 50 listed companies in the communication equipment sector [4]

（文章来源：证券日报） 证券日报网讯 2月5日，新易盛在互动平台回答投资者提问时表示，公司设有生育相关福利，包括法定 产假、陪护假、哺乳假及哺乳室等配套设施，同时提供节日福利、健康体检等关怀支持。具体细则以公 司内部制度为准。 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (万股/万份) | (万元) | | | | 2026-02-05 | 000063 | 中兴通讯 | 36.57 | 20.63 | 754.44 机构专用 | | 中信证券股份有限 | | | | | | | | | 公司上海分公司 | 2月5日，中兴通讯大宗交易成交20.63万股，成交额754.44万元，占当日总成交额的0.32%，成交价36.57 元，较市场收盘价36.57元持平。 ...