格隆汇2月3日｜有投资者在互动平台向利元亨提问：请问贵司目前在手订单金额多少？利元亨回复称，目前公司在手订单主要来源于国内外头部锂电池厂商及整车企业，客户结构优质且订单质量持续优化。公司具体的经营及财务数据，敬请关注公司后续披露的的定期报告及相关公告。

No one mentioned Micron in Apple's latest earnings call. They didn't have to. When Apple (AAPL +4.12%) provides quarterly updates, it only makes sense that everyone focuses on how the latest news impacts Apple itself. Sometimes, though, the information provided by Apple's management team has ramifications for other companies. That was the case with the iPhone maker's fiscal year 2026 first-quarter earnings call last week. Apple CEO Tim Cook just gave great news for Micron Technology (MU +5.42%) investors. Apple's memorable earnings call If I counted correctly, the word "memory" was mentioned 16 times during Apple's Q1 earnings call. And the references weren't about fond recollections of Apple's history. Both analysts and Apple's management discussed the ongoing supply demand imbalance in memory chips extensively. Cook said on the call that the robust demand for iPhones put Apple in "a supply chase mode" for memory. He added, "We are currently constrained, and at this point, it is difficult to predict when supply and demand will balance." How have the supply constraints impacted Apple financially? Not very much, at least so far. Cook said that "memory had a minimal impact" on gross margins in Q1. However, he expects a greater impact in the second quarter. Anyone familiar with the law of supply and demand knows that prices rise when supply is limited and demand is strong. Unsurprisingly, Cook acknowledged that Apple expects memory prices to increase "significantly" beyond Q2. Why Cook's cautionary words are great news for Micron To be clear, Cook never mentioned Micron during Apple's Q1 earnings call. Neither did anyone else. However, Cook's cautionary words about supply constraints for memory translate into great news for Micron. Samsung remains Apple's primary supplier of memory chips. SK Hynix is another top source for memory. But Citigroup (C +0.97%) estimates that Micron is supplying roughly 30% of DRAM and NAND chips for Apple's iPhone 17. This share isn't far b...

When Apple (NASDAQ: AAPL) provides quarterly updates, it only makes sense that everyone focuses on how the latest news impacts Apple itself. Sometimes, though, the information provided by Apple's management team has ramifications for other companies. That was the case with the iPhone maker's fiscal year 2026 first-quarter earnings call last week. Apple CEO Tim Cook just gave great news for Micron Technology (NASDAQ: MU) investors. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Micron Technology. Apple's memorable earnings call If I counted correctly, the word "memory" was mentioned 16 times during Apple's Q1 earnings call. And the references weren't about fond recollections of Apple's history. Both analysts and Apple's management discussed the ongoing supply demand imbalance in memory chips extensively. Cook said on the call that the robust demand for iPhones put Apple in "a supply chase mode" for memory. He added, "We are currently constrained, and at this point, it is difficult to predict when supply and demand will balance." How have the supply constraints impacted Apple financially? Not very much, at least so far. Cook said that "memory had a minimal impact" on gross margins in Q1. However, he expects a greater impact in the second quarter. Anyone familiar with the law of supply and demand knows that prices rise when supply is limited and demand is strong. Unsurprisingly, Cook acknowledged that Apple expects memory prices to increase "significantly" beyond Q2. Why Cook's cautionary words are great news for Micron To be clear, Cook never mentioned Micron during Apple's Q1 earnings call. Neither did anyone else. However, Cook's cautionary words about supply constraints for memory translate into great news for Micron. Samsung remains Apple's primary supplier of memory chips. SK Hynix is another top source for memory. But Citigroup...

Key Points Memory chip supply was a major topic during Apple's fiscal 2026 Q1earnings call Apple's memory constraints translate to great news for Micron. Micron is a dirt-cheap AI stock that could keep its momentum going this year. These 10 stocks could mint the next wave of millionaires › When Apple (NASDAQ: AAPL) provides quarterly updates, it only makes sense that everyone focuses on how the latest news impacts Apple itself. Sometimes, though, the information provided by Apple's management team has ramifications for other companies. That was the case with the iPhone maker's fiscal year 2026 first-quarterearnings calllast week. Apple CEO Tim Cook just gave great news for Micron Technology (NASDAQ: MU) investors. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Apple's memorableearnings call If I counted correctly, the word "memory" was mentioned 16 times during Apple's Q1earnings call And the references weren't about fond recollections of Apple's history. Both analysts and Apple's management discussed the ongoing supply demand imbalance in memory chips extensively. Cook said on the call that the robust demand for iPhones put Apple in "a supply chase mode" for memory. He added, "We are currently constrained, and at this point, it is difficult to predict when supply and demand will balance." How have the supply constraints impacted Apple financially? Not very much, at least so far. Cook said that "memory had a minimal impact" on gross margins in Q1. However, he expects a greater impact in the second quarter. Anyone familiar with the law of supply and demand knows that prices rise when supply is limited and demand is strong. Unsurprisingly, Cook acknowledged that Apple expects memory prices to increase "significantly" beyond Q2. Why Cook's cautionary words are great news for Micron To be clear, Cook never mentioned Micron during Apple's Q1earnings ...

WASHINGTON, DC - FEBRUARY 13: U.S. President Donald Trump and Indian Prime Minister Narendra Modi meet in the Oval Office at the White House on February 13, 2025 in Washington, DC. Andrew Harnik | Getty Images News The U.S. and India announced a trade deal Monday after months of negotiations, raising hopes for a strategic reset after ties had plummeted to their lowest point in decades. But the lack of detail and a clear timeline has fueled doubts over how quickly the framework can be turned into a binding agreement and whether the two nations can move beyond tensions from last year. President Donald Trump said the U.S. would lower reciprocal tariffs on India to 18% from 25% after Prime Minister Narendra Modi agreed to stop buying Russian oil. Washington would also reportedly waive an additional 25% tariffs slapped on New Delhi for its oil purchases. India would, in turn, reduce its tariffs and non-tariff barriers on U.S. goods to zero while pledging to buy $500 billion of U.S. products, Trump said, without giving further details on the timeline or sector commitments. Modi confirmed the new 18% tariff rate in a post on X , calling the agreement a step towards restoring stability and momentum in bilateral ties. "I look forward to working closely with [President Trump] to take our partnership to unprecedented heights," Modi said. But the Indian leader did not mention Russian oil or Trump's claim that India would eliminate its levies on American goods. Relations between the longtime partners soured rapidly during Trump's second term after he claimed to have mediated an end to India's conflict with Pakistan in May, a characterization New Delhi rejected. Tensions also deepened after Washington slapped additional tariffs over India's purchases of Russian oil while sparing China , the largest importer of Russian energy. "[The] devil is in the details. I have a hard time believing the government of India is going to make any Russian oil-related commitment explicit," said Eva...

格隆汇2月3日｜据央视财经，北京市住建委最新数据显示，1月北京二手住宅网签量达1.5万套，这是去年12月以来，网签量连续第二个月维持在1.5万套以上。在北京朝阳区一家房产中介负责人表示，去年12月24日的房地产政策实施后，门店线上咨询量增长11%，线下带看量和交易量也有相应提升。据了解，1月1日起，个人销售住房的增值税政策有所调整，个人销售不满2年的住房，增值税税率由5%下调为3%。据统计，1月上海二手房累计成交22834套，同比2025年1月的18387套，大幅上涨超24%。同时，1月份也是继2025年11月、12月之后，上海二手房成交量连续第三个月站上22000套。业内人士表示，目前，上海全市二手房挂牌量都呈现下降趋势，随着库存去化压力降低，市场供需关系正逐渐趋于平衡。上海某地产研究院专家任静：“成交价出现止跌趋势，我们整体无论是（2025年）12月份的二手成交均价，还是说我们1月份的成交均价，环比上个月都是有小幅微涨的。”

格隆汇2月3日｜杰富瑞将通用汽车的目标价从85美元上调至97美元，维持“持有”评级。(格隆汇)

聚星科技公告，员工持股平台股东温州聚一创业投资合伙企业(有限合伙)减持计划（883921）已实施完毕，2026年1月7日至2026年2月3日以集中竞价方式累计减持155万股，占总股本1.00%，减持价格区间23.83元/股-26.41元/股，已减持总金额3871.73万元；减持后持股降至385万股，占2.48%，此前持股为540万股、3.48%。

日本将调查外国人购置大规模土地情况，涵盖市街化与农村区域，且法人代表购地须申报国籍。 （法新社） 日本政府将启动调查，全面掌握外国人大规模购置土地的实际状况，重点聚焦城市与农村地区的高面积交易。 共同社报道，日本国土交通省星期一（2月2日）透露，将对外国人大规模购置土地的实际情况展开调查。调查对象包括：在商店和住宅密集的“市街化区域”购置2000平方米以上土地，以及在农村等“都市计划区域外”购置一万平方米以上土地的案例。 日本国交省将梳理过去数年的申报数据，依据姓名与住址识别疑似外国籍购置者的比例，并分析土地用途，以掌握外国人持有不动产的整体情况。相关调查力争在3月底前启动。 这项措施是高市早苗政府推进外国人相关政策的一环。国交省去年11月曾公布一项有关新建公寓购置情况的调查，结果显示，在海外设有住址的购买者在东京都仅占3%，未发现其对房价上涨构成明显影响。 国交省说明，根据《国土利用计划法》，凡购置大规模土地，买方须在交易完成后两周内，向地方政府申报土地用途、交易金额等信息。适用对象主要包括酒店建设用地、高尔夫球场及水源地等。2024年，全国相关申报数量约为1.9万件。自2025年7月起，个人购置土地时已被要求申报国籍。 围绕上述法律，国交省周一公布修订后的省令，明确法人代表亦须向地方政府申报国籍。新规定将于4月1日生效。基于隐私保护考量，申报内容原则上不向第三方公开。

格隆汇2月3日｜位于韩国京畿道始兴市的SPC三立始华工厂当日下午2时29分许发生火灾，事故造成至少3名工人受伤。据报道，消防部门接到报警后，于下午3时6分启动一级响应，调派约30台设备和70名消防员展开灭火工作。火灾发生在工厂内的面包生产线，当时现场共有12名工人在岗。目前，警方和消防部门正在进行人员搜救。

格隆汇2月3日｜据央视，工业和信息化部等八部门关于印发《汽车数据出境安全指引（2026版）》的通知。专家同时表示，《汽车数据出境安全指引（2026版）》，适用于汽车数据处理者向我国境外提供汽车数据的行为，具体包含三大类别。第一类是汽车数据处理者把在国内运营中收集、产生的数据传输到境外；第二类是数据虽然存在国内，但境外的机构、组织或个人能查询、调取、下载、导出这些数据；第三类是符合《中华人民共和国个人信息保护法》相关规定，在境外处理境内自然人个人信息的其他活动。

文章提及标的 纽约银 -- 伦敦银 -- 现货白银大涨5%，现报87.03美元/盎司。COMEX白银期货暴涨13%，现报87.33美元/盎司。 黄金、白银行情爆发中，一键布局买入金银等避险资产>>

专家同时表示，《汽车数据出境安全指引（2026版）》，适用于汽车数据处理者向我国境外提供汽车数据的行为，具体包含三大类别。 第一类是汽车数据处理者把在国内运营中收集、产生的数据传输到境外； 第二类是数据虽然存在国内，但境外的机构、组织或个人能查询、调取、下载、导出这些数据； 第三类是符合《中华人民共和国个人信息保护法》相关规定，在境外处理境内自然人个人信息的其他活动。（央视）

格隆汇2月3日｜现货白银站上87美元/盎司，日内涨9.80%。

Analysts are pulling back from the Technology sector as 2 experts expressed today bearish sentiments on Intapp (INTA – Research Report) and Apple (AAPL – Research Report). Intapp (INTA) In a report released today, Saket Kalia from Barclays maintained a Sell rating on Intapp, with a price target of $46.00. The company’s shares closed last Friday at $33.95, close to its 52-week low of $30.36. According to TipRanks.com, Kalia is a 5-star analyst with an average return of 8.3% and a 55.6% success rate. Kalia covers the Technology sector, focusing on stocks such as Procore Technologies, CrowdStrike Holdings, and Rubrik, Inc. Class A. ;'> Intapp has an analyst consensus of Moderate Buy, with a price target consensus of $57.88. See today’s best-performing stocks on TipRanks >> Apple (AAPL) In a report released today, Tim Long from Barclays maintained a Sell rating on Apple, with a price target of $239.00. The company’s shares closed last Friday at $259.48, close to its 52-week high of $260.10. According to TipRanks.com, Long is a 5-star analyst with an average return of 15.3% and a 62.1% success rate. Long covers the Technology sector, focusing on stocks such as Hewlett Packard Enterprise, Keysight Technologies, and TD SYNNEX Corporation. ;'> Currently, the analyst consensus on Apple is a Moderate Buy with an average price target of $305.59. Disclaimer & DisclosureReport an Issue

格隆汇2月3日｜有投资者在互动平台向美芯晟提问：请问贵公司并购的鑫雁微，其主要客户是哪些？美芯晟回复称，鑫雁微核心产品为磁传感芯片，同时布局马达驱动芯片等相关品类的技术与产品布局，其主要客户包括爱玛、和而泰、兰宝、华望汽车、淮海新能源等业内知名品牌。

公安部门起草的修订征求意见稿，拟增加较多条文，通过明晰执法边界、细化程序约束来规范警权，同时将人权保障写入总则并落地至具体执法环节 公安部网站公布的起草说明提到，这部法律颁布实施30年来，对于保障警察依法履行职责、行使职权，推动警察队伍建设，发挥重要作用，但目前已不能适应新时代新要求，有必要予以全面修改完善。图：视觉中国 【财新网】 《警察法》将启动全面修订。公安部日前在其网站公布《警察法（修订草案稿）》（下称“草案稿”），拟将条文篇幅从52条扩充至103条，涵盖警察分类管理、职责扩容、执法规范、权益保障等内容。2月2日，草案稿结束向社会公开征求意见。 现行《警察法》1995年制定，2012年曾有小幅修订，2013年1月1日起实施。财新注意到，此次草案稿相比现行法作了更为细致的补充与完善。公安部网站公布的起草说明提到，这部法律颁布实施30年来，对于保障警察依法履行职责、行使职权，推动警察队伍建设，发挥重要作用，但目前已不能适应新时代新要求，有必要予以全面修改完善。

文章提及标的 戈碧迦 -- 减持计划 -- 戈碧迦公告，持股5%以上股东秭归紫昕集团有限责任公司通过集中竞价于2026年1月19日至2026年2月3日减持280万股，占总股本1.94%，成交价41.01-50.16元，套现1.19亿元；当前持股1440万股，持股比例9.96%，减持计划（883921）已实施完毕。

格隆汇2月3日｜有投资者在向利元亨提问：请问贵司，交付给头部车企的全固态电池产线目前进展如何？是否已经完成交付，是否已经完成验收？ 利元亨回复称，公司为某头部车企提供的全固态电池整线设备已交付并处于客户现场调试阶段与工艺验证阶段。该项目是公司在固态电池装备领域的重要突破，目前公司正与客户紧密配合，积极推进后续各项工作。

格隆汇2月3日｜德国DAX指数涨幅达1%，突破25000点。意大利富时MIB指数涨幅达1%。

记者今天了解到，市场监管总局公布2025年第四季度检验检测行业景气指数。第四季度，综合景气指数为101.54，环比提升0.26，位于景气线(100)以上。分项景气指数中，成本指数、营收指数、发展潜力指数、风险指数等均维持正常水平，竞争指数仍维持在高位，但略有回落，行业整体保持平稳发展态势。(央视新闻) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

格隆汇2月3日｜据央视财经，2026年以来，随着新能源、电子信息等领域对铜的需求持续增加，再生铜（即废铜）回收产业热度不断升温。在浙江台州的一家再生资源交易市场内，商户们正将废旧设备拆解成不同部位的零部件，分门别类地堆放在场地内。商户告诉记者，近几个月铜价快速上涨，含铜量较高的电缆、散热器、铜管等已经成为市场的“香饽饽”，每天早上刚运来就会被下游企业抢购一空。商户们收购的含铜废旧设备价格虽然涨了超过20%，但利润仍然十分可观。

Our Discounted Cash Flow (DCF) analysis suggests Baidu may be overvalued by 51.8%. Discover 874 undervalued stocks or create your own screener to find better value opportunities. On this basis, the DCF model arrives at an estimated intrinsic value of US$97.90 per share. Compared with the recent share price of US$148.57, this implies the shares are about 51.8% above the model’s estimate of fair value. This points to Baidu screening as overvalued on this specific cash flow framework. For Baidu, the model used is a 2 Stage Free Cash Flow to Equity approach, based on cash flow projections in CN¥. The latest twelve month free cash flow is a loss of CN¥13.68b. Analysts provide explicit forecasts for several years, and Simply Wall St then extrapolates further out, with projected free cash flow in 2035 of CN¥18.17b, all converted into present values within the model. A Discounted Cash Flow, or DCF, model takes estimates of a company’s future cash flows and discounts them back to today using a required rate of return, to arrive at an estimate of what the business might be worth per share right now. Baidu scores just 1/6 on our valuation checks. See what other red flags we found in the full valuation breakdown . On our checks, Baidu scores 1 out of 6 on valuation, as shown by the valuation score . Next we will look at how different valuation methods treat the stock and then wrap up with a more complete way to think about its value beyond any single model. Recent headlines around Baidu have focused on its position in Chinese internet search and its push into artificial intelligence and related services, which often feature in discussions about the broader Chinese tech sector. These themes help frame why the share price has seen both long term weakness over 5 years and a strong 12 month return, as investor sentiment has shifted at different points in time. The stock closed at US$148.57, with a 4.8% decline over the last 7 days and a 1.2% decline over the last month, but it has ...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Palantir Technologies (NasdaqGS:PLTR) reported its strongest-ever growth rates alongside blowout quarterly earnings. The Artificial Intelligence Platform (AIP) saw sharp adoption, with U.S. commercial operations contributing heavily to overall results. The company expanded partnerships in Asia with HD Hyundai and in Europe with Sovereign AI and Accenture. These developments highlight growing international interest in Palantir's AI infrastructure beyond government contracts. Palantir has long been known for its work with government agencies, but its recent quarter points to a business that is increasingly rooted in enterprise AI. The surge around AIP and U.S. commercial activity connects directly to how companies are looking for ready-made AI infrastructure rather than building everything in house. For investors, NasdaqGS:PLTR is now closely tied to how AI spending appears in software budgets rather than just defense or public sector work. Looking ahead, the added traction in Asia and Europe gives you more to watch than quarterly earnings headlines alone. The way these partnerships translate into product usage, contract depth and multi-year engagement will shape how durable Palantir's position in AI infrastructure becomes over time. Stay updated on the most important news stories for Palantir Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR 1-Year Stock Price Chart Why Palantir Technologies could be great value Investor Checklist Quick Assessment ❌ Price vs Analyst Target : At US$147.76 versus a consensus target of US$189.84, the price sits about 22% below analysts, which may reflect caution despite the strong AIP driven quarter. ❌ Simply Wall St Valuation : Shares are trading about 55.4% above the Simply Wall St est...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Palantir Technologies (NasdaqGS:PLTR) reported its strongest-ever growth rates alongside blowout quarterly earnings. The Artificial Intelligence Platform (AIP) saw sharp adoption, with U.S. commercial operations contributing heavily to overall results. The company expanded partnerships in Asia with HD Hyundai and in Europe with Sovereign AI and Accenture. These developments highlight growing international interest in Palantir's AI infrastructure beyond government contracts. Palantir has long been known for its work with government agencies, but its recent quarter points to a business that is increasingly rooted in enterprise AI. The surge around AIP and U.S. commercial activity connects directly to how companies are looking for ready-made AI infrastructure rather than building everything in house. For investors, NasdaqGS:PLTR is now closely tied to how AI spending appears in software budgets rather than just defense or public sector work. Looking ahead, the added traction in Asia and Europe gives you more to watch than quarterly earnings headlines alone. The way these partnerships translate into product usage, contract depth and multi-year engagement will shape how durable Palantir's position in AI infrastructure becomes over time. Stay updated on the most important news stories for Palantir Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR 1-Year Stock Price Chart Why Palantir Technologies could be great value Investor Checklist Quick Assessment ❌ Price vs Analyst Target : At US$147.76 versus a consensus target of US$189.84, the price sits about 22% below analysts, which may reflect caution despite the strong AIP driven quarter. ❌ Simply Wall St Valuation : Shares are trading about 55.4% above the Simply Wall St est...

美东时间周一，在美股市场尚未完全走出贵金属抛售风暴带来的恐慌情绪之际，“存储四巨头”却集体迎来强劲涨势——闪迪、美光、希捷科技和西部数据集体大幅收涨。 在这其中，NAND巨头闪迪更是以15.44%的惊人涨幅成为整个市场“最靓的仔”。 事实上，自上周五闪迪公布了强劲的业绩和展望报告后，就立即受到了华尔街的热捧。 美东时间周一，华尔街分析师们纷纷出手，大幅上调对闪迪的未来盈利和股价预期，其中伯恩斯坦甚至喊出了1000美元的目标价，相较于当前665美元的股价，意味着还有超过50%的上涨空间。 闪迪股价在过去一年已经飙升十余倍 事实上，在过去12个月里，闪迪股价已经累计飙升了1747.89%。在这一背景下，究竟是什么让华尔街继续对闪迪如此看好？ 华尔街集体上调目标价 首先支撑华尔街信心的，就是闪迪拿出的坚实财报数据。 北京时间上周五，闪迪公布了一份亮瞎眼的财报：公司第二财季（截至1月2日）营收为 30.3 亿美元，环比增长 31%，高于市场预期的 26.4 亿美元。调整后每股收益为6.20美元，几乎是市场普遍预期3.33美元的两倍。 按美国通用会计准则（GAAP）计算，公司净利润飙升至8.03亿美元，较去年同期的1.04亿美元增长672%；毛利率提升至51.1%，反映出更高的定价和有利的产品组合；自由现金流同比增长超过1000%。 而公司对于第三财季的业绩预期更加亮眼：预计该季度营收44亿至48亿美元，非GAAP每股收益12至14美元，均远超市场预期，预示着闪迪的增长势头将持续加速。预计非GAAP毛利率将进一步上升65%至67%，凸显了公司的定价能力和成本效益。 在随后的财报会上，闪迪首席执行官大卫·格克勒指出， 人工智能的需求发生了巨大变化，预计到2026年，数据中心EB级存储需求将增长60%以上 。供应紧张的局面预计将持续到2026年以后，这将支撑其定价权。 在这样强劲的财报和指引推动下，华尔街分析师们蜂拥上调对闪迪的价格预期： 高盛将闪迪12个月目标价从320美元上调至700美元； 韦德布什证券将闪迪的目标股价从600美元上调至740美元； 巴克莱银行将闪迪目标股价从385美元上调至750美元； 花旗集团将闪迪目标股价上调至750美元； 摩根士丹利将闪迪的目标股价设定为690美元； 美国银行将闪迪目标股价从390美元上调至850美元 伯恩斯坦分析师马克·纽曼更是直接将...

OpenAI新一轮融资规模已成为决定AI板块交易逻辑的关键变量。最新传言称融资额或高达1700亿美元，但英伟达已澄清出资规模不及预期，直接冲击供应商甲骨文3000亿美元合同履约。 为填补缺口，OpenAI正寻求巨头支持：软银洽谈追加投资最高300亿美元，亚马逊也在接触参与本轮融资。 OpenAI能否顺利完成新一轮巨额融资，已不仅是其自身的生存问题，更成为了决定整个AI板块交易逻辑的关键变量。 虽然市场传言显示OpenAI下一轮融资规模可能高达1500亿至1700亿美元，若该消息属实， 将确保其资金链维持至2030年，并有望推动整个AI板块大幅上涨 。然而，现实层面的不确定性正在增加。 据华尔街见闻此前文章称，黄仁勋1月31日明确澄清，尽管芯片巨头“绝对会参与”OpenAI的最新一轮融资，但金额绝非外界猜测的那样巨大。 2月2日，据华尔街日报称， 这一资金缺口引发了连锁反应，直接冲击了为OpenAI提供算力的甲骨文。 甲骨文此前将与OpenAI签订的3000亿美元合同计入剩余履约义务（RPO），支撑了其股价早前的飙升。 分析指出， 如今，随着核心投资方出资意愿的调整，投资者开始质疑OpenAI是否有能力支付这笔天文数字般的费用，以及甲骨文将其全额计入账目的会计处理是否审慎。 报道指出，目前，甲骨文正面临两难境地： 一方面需通过发行股票筹集资金以捍卫其投资级信用评级，另一方面则需应对股价自去年9月高点腰斩后的股东稀释担忧。 01 融资规模存在巨大不确定性 OpenAI本轮融资的最终规模，是决定AI产业链资金流向的“胜负手”。 2月2日，社交平台X上流传出的最新市场传闻称，OpenAI下一轮融资额可能高达1500亿至1700亿美元，这一乐观预期被视为整个AI综合体（AI complex）能否继续飙升的燃料。 然而，融资端的实际进展充满变数。据华尔街日报上周五报道，由于英伟达内部存在疑虑，双方此前于9月披露的意向书——即Nvidia将在多年内向OpenAI投资高达1000亿美元的交易——已经陷入停滞。 英伟达CEO黄仁勋1月31日明确澄清，当被问及投资额是否会超过1000亿美元时，他明确表示：“不，不，完全不是那样。”尽管他确认英伟达绝对会参与OpenAI的最新一轮融资，但出资规模的缩水已成定局。 为了填补资金缺口，OpenAI正寻求其他巨头的支持。软银 在去年12月向Op...

文章提及标的 恒生指数 -- 林业 -- 恒生科技ETF大成 -- 恒指港股通ETF银华 -- 港股通科技ETF鹏华 -- 港股收盘，恒生科技（159740）指数跌1.07%，恒生指数涨0.22%。恒指港股通ETF银华（159318）(159318)涨1.29%，港股通科技ETF鹏华（159751）(159751)持平。板块方面，客运航空公司、林业（884004）与纸制品板块涨幅靠前。

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krblokhin/iStock Editorial via Getty Images General Dynamics ( GD ) Mission Systems secured a $255M Navy contract for Strategic Weapon System Fire Control Subsystem work. The contract has options in the amount of $485M. The award also benefits a Foreign Military Sale to the UK. The contract supports fiscal 2026-2027 efforts for U.S. SSBN, UK SSBN, and SSGN fleets, including development, production, sustainment, modernization, repair, installation, training, and engineering services. The work is expected to be completed by June 1, 2033, and will mainly be conducted in Pittsfield, Massachusetts, with sites in the UK, Connecticut, Rhode Island, Florida, Washington, and Georgia. Strategic Systems Programs, Washington, D.C., is the contracting authority. More on General Dynamics General Dynamics Looks Undervalued As Submarines And Business Jets Ramp General Dynamics Can Still Shoot Higher From Here General Dynamics Corporation (GD) Q4 2025 Earnings Call Transcript Aviation leaders warn supply chains, geopolitics threaten growth Defense contractors face pressure to boost output while protecting shareholder payouts