黄金携白银反弹，早前的创纪录涨势突然反转后，逢低买盘涌入贵金属市场。 现货黄金一度攀升6%，接近每盎司4，940美元。周一市场一度延续上周五的跌势，跌幅为十余年来最 大。白银上涨超过10%，重新回到87美元/盎司上方。美元回落，风险情绪重回市场。 贵金属价格从历史高位回落，此前市场观察人士接连发出警告，称其涨幅过大过快，尤其是白银。在那 之前，地缘政治动荡、货币贬值以及美联储独立性面临威胁等因素重新引发担忧，支撑了贵金属价格的 上涨。 Pepperstone Group Ltd．市场策略师Ahmad Assiri指出："如今支撑黄金的根基与修正前基本一致"，指的 是地缘政治风险、宽松货币政策预期以及黄金作为投资组合分散配置工具的作用。 Assiri补充道："不过，随着市场持续消化近期波动，短期内波动性可能仍将居高不下。" 责任编辑：李肇孚 黄金携白银反弹，早前的创纪录涨势突然反转后，逢低买盘涌入贵金属市场。 现货黄金一度攀升6%，接近每盎司4，940美元。周一市场一度延续上周五的跌势，跌幅为十余年来最 大。白银上涨超过10%，重新回到87美元/盎司上方。美元回落，风险情绪重回市场。 贵金属价格从历史高位回落， ...

Core Viewpoint - The partial government shutdown has led to the postponement of the January non-farm payroll report, marking the second time in five months that the Bureau of Labor Statistics (BLS) has faced operational disruptions due to funding issues [1][5]. Group 1: Impact of Government Shutdown - The shutdown has resulted in the inability to publish key economic data, including the January non-farm payroll report, which will be rescheduled once funding is restored [1][5]. - The BLS has already completed data collection, but the shutdown has delayed the release of this information, adding to a series of setbacks for the government statistical system [1][5]. - The previous shutdown caused significant delays in data releases, with some data now scheduled for publication as late as April 2025 [1][5]. Group 2: Economic Data Collection Challenges - During the last shutdown, the BLS was unable to collect inflation and unemployment data for October, resulting in permanent data gaps that may distort future inflation figures [2][6]. - The BLS is facing ongoing challenges, including budget constraints and staffing shortages due to a hiring freeze initiated by the previous administration [2][6]. - The nomination of Brett Matsumoto as the new head of the BLS has been positively received, alleviating concerns about potential political appointments [2][6]. Group 3: Future Implications - The duration of the current shutdown will significantly affect the BLS's ability to collect and publish timely employment and inflation data, which is crucial for economists, investors, and policymakers [3][7]. - The immediate impact of the shutdown will be seen with the delay of the December Job Openings and Labor Turnover Survey (JOLTS), marking the third postponement in four months [3][7]. - If the shutdown persists, the January inflation report, scheduled for February 11, may also be delayed, forcing economists to rely more on private sector data, which lacks the comprehensiveness of government data [4][8].

Group 1 - The company, Baoji Capital (08168), announced the issuance of a total of 16 million shares on February 3, 2026, as part of the stock option plan adopted on February 26, 2018 [1]

在全球避险情绪持续升温、央行购金潮方兴未艾的背景下，黄金本应是今年最"稳"的资产之一。然而，连 续走高的金价，近日却意外按下回调按钮。以纽交所COMEX黄金期货为例，自年初至1月29日（美东时 间）， COMEX黄金期货上涨了12.28%，但上周五（1月30日）单日就断崖式下跌8.88%，随后本周一 （2月2日）再跌0.90%，报4702.60美元/盎司。而现货黄金在1月30日下跌9.25%，创1980年4月1日以来 最大单日跌幅。 从直接触发因素来看，市场普遍认为，美国总统特朗普新提名美联储前理事凯文·沃什（Kevin Warsh）为 下一任美联储主席是主要因素。沃什在其过往政策立场中被普遍视为"鹰派人物"，强调金融稳定与通胀控 制，且对长期宽松货币政策持相对审慎态度。市场担忧，如果沃什最终就任，美联储未来可能在降息的同 时推进缩表操作，这意味着美元流动性边际收缩，推动美元升值，对黄金、白银等不生息资产构成压制。 与此同时，黄金自身也面临较大的回调压力。近日，芝加哥商品交易所（CME）近期多次上调黄金、白 银期货的保证金比例以压制黄金投机，增加了交易者的资金成本，促使部分资金离场。而且自去年以来， 黄金价格 ...

Group 1 - The visit of UK Prime Minister Starmer to China marks the first visit by a UK Prime Minister in eight years, symbolizing a significant step in bilateral relations and cooperation [1][2][3] - The delegation included over 60 executives from various sectors such as finance, pharmaceuticals, automotive, energy, and cultural industries, indicating a broad interest in enhancing trade and investment [1][4] - The visit aims to alleviate market friction and expand cooperation, with a focus on supporting business growth as a core element of the economic strategies of both countries [2][3] Group 2 - The UK sees China as its third-largest trading partner, highlighting the importance of this bilateral relationship and the potential for increased trade and investment [3][5] - The service sector is identified as having significant growth potential, particularly in financial services, creative industries, and sports, which are crucial for both economies [5][6] - China's rapid advancements in technology, particularly in battery technology, electric vehicles, and artificial intelligence, present opportunities for collaboration, with the UK encouraged to adopt an open attitude towards these developments [7][8] Group 3 - The alignment of China's "14th Five-Year Plan" with the UK's modern industrial strategy suggests a high degree of complementarity, with approximately 65% overlap in key development areas [8][9] - Both countries are expected to benefit from joint efforts in technology advancement and enhancing the levels of manufacturing and services, which could lead to substantial economic growth [9]

Core Insights - The first certification ceremony for Financial Modeling Institute (FMI) accredited Financial Modeling Professionals (AFM) was held in Beijing, marking a significant milestone in aligning China's financial professionals with international standards [1][5] - The event highlighted the increasing importance of financial modeling skills in the context of digital currency and the internationalization of the RMB, emphasizing the need for professionals who can apply international financial tools to domestic challenges [3][5] Group 1 - The FMI certification aims to enhance the professional skills of financial talent in China, focusing on core financial modeling skills, particularly those based on Excel [3][7] - The certification is designed for financial professionals who wish to demonstrate their ability to construct accurate, flexible, and transparent financial models [5][7] - The FMI has expanded its certification to 123 countries since its establishment in 2017, significantly increasing the professionalism and influence of financial and accounting modeling [7] Group 2 - The event featured discussions on international competency talent cultivation, the current state of financial education in Chinese universities, and the need for increased training in financial modeling [5] - The partnership between Beijing Huakun and FMI will facilitate the operation and promotion of the FMI certification system in the Chinese market, enhancing the overall competitiveness of Chinese financial professionals [7]

Group 1 - The Beijing Municipal Development and Reform Commission, in collaboration with various financial and regulatory bodies, held a financing work meeting for key projects in 2026, announcing 165 projects with a total investment of approximately 285.1 billion yuan and a financing demand of about 76.3 billion yuan [1] - Among the 165 projects, 106 explicitly stated a need for equity financing, presenting valuable collaboration opportunities for financial asset investment companies and private equity funds [1] - The key financing demand projects are categorized into three types: 138 industrial development projects with a total investment of about 164.1 billion yuan and a financing demand of approximately 57.3 billion yuan; 10 infrastructure projects with a total investment of around 65.2 billion yuan and a financing demand of about 7.1 billion yuan; and 17 livelihood improvement projects with a total investment of approximately 55.7 billion yuan and a financing demand of about 12 billion yuan [1] Group 2 - In 2025, the Beijing Municipal Development and Reform Commission actively established a financing project matching platform, organizing two financing work meetings that released a total of 208 key projects with an investment of about 242.6 billion yuan and a financing demand of approximately 85.3 billion yuan [2] - The commission focused on key areas and conducted a series of promotional activities, introducing 309 key projects with a total investment of 227 billion yuan and a financing demand of about 33.4 billion yuan, thereby injecting strong financial momentum into high-quality development [2] - The meeting also highlighted the city's investment strategies, key investment areas, and financing needs, with various financial and regulatory bodies presenting their policies to support high-quality development and technological self-reliance [2]

韩国股市周二录得近六年来最大单日涨幅，从前一交易日的低点反弹。投资者似乎忽略了对新任美联储 主席的担忧，纷纷逢低买入。韩元兑美元汇率也随之走强。 韩国综合股价指数（KOSPI）当天上涨338.41点，涨幅6.84%，收于5288.08点，创下历史新高，从前一 日的暴跌中强劲反弹。 据韩国交易所（KRX）提供的数据显示，这是自2020年3月24日以来该指数的最大单日涨幅，当时该指 数上涨了8.6%。 当天的成交量巨大，达6.665亿股，成交额达29.3万亿韩元（约合203亿美元）。上涨股数量远超下跌 股，比例为825比75。 强劲的买盘需求促使韩国交易所（KRX）在早盘一度暂停了程序化交易买单。而此前一天，韩国交易 所在股市大跌中一度暂停了程序化交易卖单。 韩国股市上一次连续触发卖方和买方"熔断机制"是在去年4 月 7 日和 8 日，当时正值美国总统特朗普宣 布大规模贸易措施之后，大信证券的分析师Lee Kyoung-min表示。 韩国股市周二录得近六年来最大单日涨幅，从前一交易日的低点反弹。投资者似乎忽略了对新任美联储 主席的担忧，纷纷逢低买入。韩元兑美元汇率也随之走强。 韩国综合股价指数（KOSPI）当天上 ...

Investment Rating - The report indicates that Grab's risk-reward profile has become more attractive following a significant stock price correction, with a recommendation to consider the investment [4]. Core Insights - The report aligns with the views of CITIC Lyon Research, suggesting that Grab's recent stock price decline has been excessive, and the fundamentals remain strong despite a 15% year-to-date price drop due to macroeconomic concerns and regulatory measures in Indonesia [4][5]. - Grab's total gross merchandise value (GMV) is expected to continue its growth momentum from record levels in 2025, with both ride-hailing and food delivery businesses projected to achieve mid to high double-digit growth [4]. - Concerns regarding the Indonesian government's potential cap on motorcycle commission rates at 10% may be overstated, as Grab's motorcycle business only accounts for approximately 18% of its total GMV [5]. Summary by Sections Company Overview - Grab operates across eight countries with approximately 80,000 square meters of leased office space, offering a wide range of services from ride-hailing to food delivery, financial services, and enterprise solutions [8]. - Nearly 50% of Grab's total GMV comes from food delivery, while ride-hailing and financial services contribute 26% and 25%, respectively [8]. Financial Metrics - As of February 2, 2026, Grab's stock price is $4.41, with a market capitalization of $19.88 billion [9]. - The average daily trading volume over the past three months is $258.99 million, with a market consensus target price of $6.40 [9]. Catalysts - Potential catalysts for Grab's growth include exceeding expectations in total transaction value for food delivery and ride-hailing, higher-than-expected monetization rates, and acquisitions that could enhance profitability [6].

在高级别圆桌对话环节，由道达尔集团亚洲副总裁、中国欧盟能源项目组主席徐忠华博士主持，国务院 原参事、跨境电商50人论坛主席汤敏先生，空中客车中国人力资源副总裁宁斐女士，科锐国际轮值CEO 曾诚女士，世界银行高级经济学家王德文先生，中金公司董事总经理赵可女士，美锦能源（氢能）董事 长姚锦丽女士等嘉宾，围绕"数字经济时代，产业如何系统性赋能青年人才可持续发展"展开深入交流， 从产业协同、金融支持、组织机制创新与人才培养模式升级等多个维度，系统探讨了青年在ESG支持企 业长期转型过程中的角色定位与发展路径。 来源：环球网 北京，2026年1月30日——企业未来的竞争力，取决于今天如何培养青年。在联合国2030年可持续发展 目标进入最后五年的冲刺阶段，2026"向善的力量"——ESG产业赋能全球青年可持续发展高级别圆桌会 议暨联合国全球领导力与ESG发展中心（UNGLEP）高级导师年会，于北京联想集团未来中心成功举 办。本次会议由联合国全球领导力与ESG发展中心（UNGLEP）与联想集团共同主办，汇聚来自联合国 系统、国际多边金融机构、全球领先跨国公司、新质生产力代表企业及顶尖学术智库的近百位代表，共 同回答一个时代 ...