据报道，Vista Equity Partners领投人工智能芯片初创公司SambaNova Systems的新一轮融资，本轮融资金 额超过3.5亿美元。SambaNova现有投资者英特尔目前计划投资约1亿美元，潜在投资额最高可达1.5亿美 元。 ...

中国 央行等八部门：未经相关部门同意，境内主体及其控制境外主体不得在境外发行虚拟货币。证监会：明确备案监管要求，六类情形禁止开展业 务。 国常会：加力提效用好中央预算内投资、超长期特别国债、地方政府专项债券等资金和新型政策性金融工具。 华见早安之声 市场概述 美国消费者信心创六个月新高，逢低买入推动美股反弹，标普涨近2%，创去年5月以来最佳单日涨幅，道指首次突破5万点，罗素2000大涨3.6%。黄仁勋称 AI需求极度高涨，英伟达大涨7%，芯片股指飙升5.7%。软件ETF反弹3.5%。亚马逊绩后跌5.6%、但较昨日盘后跌幅收窄。 美债收益率全线走高，10年期上行近3基点，2年期收益率涨5.54基点。美元日内跌0.3%，但全周收涨0.56%、两周连涨。 在经历了周四的崩盘后，加密货币周五暴力反弹，收复前一日大部分跌幅。比特币价格飙升11%，重回7万美元。以太坊大涨11%，站上2000美元。 金银走V反转。芝商所提保后，白银一度重挫10%，随后较日低飙升20%。现货黄金最终收涨近4%。油价小幅收涨。 亚洲时段，A股三大股指震荡收跌，化工集体拉升掀涨停潮，恒指、恒科指均跌超1%，阿里跌近3%，沪银暴跌15%。 要闻 ...

【导读】美股集体收涨，道指历史性突破5万点关口，芯片股普涨，中国资产拉升；现货金、银暴涨 大家好，今天是周六，一起聚焦海外市场最新收盘表现与本周整体走势。 美东时间2月6日周五收盘，美国股市大幅收涨，道指历史性突破5万点关口，热门科技股普涨，中概股收涨。 据报道，美国总统特朗普对此发文：道琼斯工业平均指数历史上首次突破50000点。祝贺美国！ 来看具体市场情况—— 美国三大股指集体上涨 昨夜今晨，美股三大股指大幅收涨。截至收盘，道琼斯工业平均指数涨2.47%，报50115.67点；标普500指数涨1.97%，报6932.3点；纳斯达克综合指数涨 2.18%，报23031.21点。 从周度表现看，三大指数涨跌不一。其中，纳指累跌1.84%，道指累涨2.5%，标普500指数累跌0.1%。 板块方面，昨夜今晨美股大型科技股拉升，万得美国科技七巨头指数涨1.02%。 个股方面，英伟达大涨7.81%，现报185.41美元/股。 | 序号 | | 名称 | 现价 | | | 总市值1 | | --- | --- | --- | --- | --- | --- | --- | | - | NVDA | 英伟达(NVIDIA ...

Market Performance - The US stock market saw a significant rise, with the Dow Jones Industrial Average historically surpassing the 50,000 points mark, closing at 50,115.67 points, up 2.47% [1] - The S&P 500 index rose by 1.97% to 6,932.3 points, while the Nasdaq Composite increased by 2.18% to 23,031.21 points [1] - Weekly performance showed mixed results, with the Nasdaq down 1.84%, the Dow up 2.5%, and the S&P 500 down 0.1% [2] Sector Performance - Major technology stocks experienced a rally, with the US Technology Seven Index rising by 1.02% [3] - The Philadelphia Semiconductor Index saw a significant increase, with AMD rising over 11% and Broadcom up over 7% [7] Individual Stock Highlights - Nvidia shares surged by 7.81%, closing at $185.41 per share, with a total market capitalization of $450.55 billion [7] - Tesla shares increased by 3.48%, while Microsoft and Apple also saw gains; however, Amazon, Google, and Meta experienced declines [6][7] - Chinese stocks listed in the US showed strong performance, with the Nasdaq Golden Dragon China Index rising by 3.71%, and notable increases in Alibaba, Baidu, and Li Auto [9] Commodity Market - Spot gold prices surged nearly 4%, reaching a high of $4,971.39 per ounce before closing at $4,966.61 per ounce [10] - Spot silver prices also saw a significant increase, breaking through $78 per ounce with a daily rise of 9.7% [12] Federal Reserve Commentary - Federal Reserve Vice Chairman Jefferson indicated that the current interest rate stance is appropriate for the economy, despite inflation being above the 2% target, with expectations of a downward trend later in the year [14] - Fed official Daly noted that economic growth remains strong, with stable consumer spending and ample job supply, although there are concerns about future job opportunities and rising unemployment [15]

华见早安之声 央行等八部门：未经相关部门同意，境内主体及其控制境外主体不得在境外发行虚拟货币。证监会：明确备案监管要求，六类情形禁止开展业 务。 国常会：加力提效用好中央预算内投资、超长期特别国债、地方政府专项债券等资金和新型政策性金融工具。 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美国消费者信心创六个月新高，逢低买入推动美股反弹，标普涨近2%，创去年5月以来最佳单日涨幅，道指首次突破5万点，罗素2000大涨3.6%。黄仁勋称 AI需求极度高涨，英伟达大涨7%，芯片股指飙升5.7%。软件ETF反弹3.5%。亚马逊绩后跌5.6%、但较昨日盘后跌幅收窄。 美债收益率全线走高，10年期上行近3基点，2年期收益率涨5.54基点。美元日内跌0.3%，但全周收涨0.56%、两周连涨。 在经历了周四的崩盘后，加密货币周五暴力反弹，收复前一日大部分跌幅。比特币价格飙升11%，重回7万美元。以太坊大涨11%，站上2000美元。 金银走V反转。芝商所提保后，白银一度重挫10%，随后较日低飙升20%。现货黄金最终收涨近4%。油价小幅收涨。 亚洲时段，A股三大股指震荡收跌，化工集体拉升掀涨停潮，恒指、恒科 ...

就在资本市场对巨额AI支出"面露难色"之际，英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额 开支是合理且可持续的。 他解释称，这件事情的合理性在于，所有这些公司的现金流将开始上升。全球科技行业正在面对"有史 以来最大的软件机会"——软件不再是类似Excel的工具，而是能使用工具。未来的软件也不再是预先编 译好的程序，而是通过实时运算给出成果。 黄仁勋举例称，Meta正在把过去运行在CPU上的推荐系统，升级为基于生成式AI和智能体的新一代系 统，他们的收入也因此提升。亚马逊云服务对英伟达芯片和AI的使用，将影响这家零售巨头向用户推 荐商品的方式。而微软则利用AI提升其企业级软件产品。正是因为每家公司都看到了拐点的到来，才 会投入这么大的资金。 黄仁勋表示，当前人类正处于"有史以来规模最大的基础设施建设"时期，背后的根本性原因在于AI将改 变"计算一切"的方式。他强调，就在去年，人工智能迎来了从"有趣"到"非常有用"的拐点时刻。 与此同时，供不应求的算力正在转化为真金白银。黄仁勋举例称，如果Anthropic和OpenAI能拿到翻倍 的算力，营收就能翻上4倍。 面对"你认为6600亿美元的支出合理么"的提 ...

Core Viewpoint - The CEO of Nvidia, Jensen Huang, stated that the surge in capital expenditure for AI infrastructure in the tech industry is reasonable, appropriate, and sustainable, as cash flows for these companies are expected to grow [1][3]. Group 1: Capital Expenditure Insights - Major companies like Meta, Amazon, Google, and Microsoft plan to significantly increase their investments in AI infrastructure, with a total capital expenditure of approximately $660 billion this year, a substantial portion of which will be allocated to purchasing Nvidia's chips [1][3]. - Wall Street's reaction to the surge in spending has been mixed, with Meta and Alphabet's stock prices rising, while Amazon and Microsoft's stock prices faced downward pressure [2][4]. Group 2: AI Demand and Profitability - Huang emphasized that the unprecedented scale of infrastructure development is driven by extremely high demand for computing power, allowing AI companies and large enterprises to generate more profits [2][4]. - Specific examples of AI utilization by Nvidia's clients include Meta transitioning from CPU-based recommendation systems to generative AI and agents, Amazon's cloud services impacting product recommendations, and Microsoft's use of Nvidia-driven AI to enhance enterprise software [2][4]. Group 3: Nvidia's Strategic Investments - Nvidia has invested $10 billion in Anthropic and plans to invest significantly in OpenAI's next funding round, highlighting its commitment to supporting leading AI laboratories that utilize Nvidia chips through cloud providers [2][4]. - Huang noted that both Anthropic and OpenAI are generating substantial profits, and if their computing capabilities double, their revenues could quadruple [5]. Group 4: Sustained Demand for AI Computing Power - The ongoing demand for AI computing power is reflected in the rental of all graphics processors sold by Nvidia, including older models like the A100, indicating a robust market for AI capabilities [5]. - Huang stated that as long as people continue to pay for AI and AI companies can profit, they will keep increasing their investments [5].

文 | 银行螺丝钉 （转载请注明出处） ◆◆◆ 在震荡期,我们要如何调整自己 的心态呢? A 股真正大涨的时间，大约占7%的交易 日。其他时间里多为震荡或阴跌行情。 很多投资者都希望多元化配置自己的资金，想要覆盖人民币资产和外币资产，也想要覆盖股票资产和债券类资产。 美元债就是其中的重要一环，那么美元债券基金该如何投资？ 这里有一门限时免费的福利课程，系统性地介绍了美元债券基金的投资知识。 想要获取这个课程，可以添加下方「课程小助手」，回复「 美元债 」领取哦～ 更有课程笔记、思维导图，帮您快速搞懂课程脉络，学习更高效。 在震荡期,看到市场价格短期涨涨跌 跌,有的投资者是比较难受的。如何调 整自己的心态呢？ 巴菲特的老师,格雷厄姆,在价值投资 理念中提到，买股票，就是买公司。 买基金，就好比买了一篮子的股票，拥 有了自己的"迷你集团公司"。 我们以主动优选为例，假设持有1万的主 动优选，这就相当于一个市值1万元的迷 你公司。这个迷你公司买下后，背后公 司，每年会产生约700元的净利润（盈利 =市值/市盈率）。 涉及到的生意包含各行各业:从银行保 险，到电力芯片医药消费...... 很多生意是老百姓自己很难创办 ...

Group 1 - The article discusses the impact of the U.S. tariff war initiated by Trump, highlighting claims of economic growth and reduced trade deficits, while questioning the validity of these statistics [1][2][3] - Trump's assertion of an "economic miracle" includes a projected GDP growth of 4.4% and a 77% reduction in monthly trade deficits, but these figures are scrutinized for their accuracy and context [1][3] - The report indicates that while imports from China have decreased, the overall trade deficit with Asia has increased, suggesting a shift rather than a reduction in consumption [3][4] Group 2 - The article points out that the tariffs have led to increased consumer prices, with a reported average increase of 26% in holiday gift prices, impacting middle-class households significantly [2][3] - It mentions that the tariffs have resulted in an average additional expenditure of $130 per household during the holiday season, totaling $28 billion across the U.S. [2] - The analysis suggests that the tariffs have not successfully revived U.S. manufacturing but have instead created structural challenges, such as high production costs and supply chain disruptions [5][10] Group 3 - The article highlights the struggles of companies like TSMC and Foxconn in the U.S., with TSMC facing costs 4 to 5 times higher than in Asia and Foxconn's Wisconsin plant failing to meet investment commitments [5][6] - It emphasizes that the U.S. manufacturing sector is facing a "hollowing out" effect, where the return of factories does not equate to a robust manufacturing ecosystem [6][10] - The report also discusses the geopolitical implications of Trump's tariff policies, which are seen as a means of exerting pressure on allies and reshaping international trade relationships [7][9][11]

证券日报网2月6日讯，天德钰在接受调研者提问时表示，公司将继续围绕显示驱动芯片主业，结合下游 应用需求变化，推进产品性能优化和应用场景拓展。在保持现有优势应用领域稳定发展的同时，公司也 将持续关注新应用场景的技术需求，在稳扎稳打的前提下稳步推进相关布局。 ...