With nine months until the US midterm elections, Wall Street is starting to game out trading scenarios leading up to the November vote. Top of mind is the American consumer, who is not all right, at least going by the latest sentiment surveys. Investors are eying trades that would benefit from efforts by the the Trump administration to lower the cost of living. That includes newfangled financial firms that may see higher demand as some tax changes and other cost-of-living policies are implemented, and homebuilders that would see an uptick if mortgage rates fell. President Donald Trump has already tried to push home borrowing costs lower by ordering purchases of mortgage-backed securities. Republicans cling to a narrow majority in the House of Representatives, and investors expect they will be inclined to back legislation that would address the threat of inflation. “Populism is on the rise as part of the affordability focus as midterms approach,” said Drew Pettit , US equity strategist at Citi Research. “Affordability has a huge connection to credit. If you give people more money in tax refunds, if you put money into their bank accounts, they are still likely to use leverage in some sense, use financing or use credit to buy more of the things that they want,” Pettit said. That’s why Citi launched what Pettit called a “tactical” trade basket that focuses on fintech companies active in consumer finance for lower income consumers, like Klarna Group Plc , Block Inc. and Intuit Inc. The group could see a tailwind from policies that make it easier for consumers to access credit, for example. Citi is targeting fintech just as data showed consumer confidence fell to its lowest level since 2014, according to the Conference Board . That’s raised alarms in some corners of Wall Street that spending may start to flag, though sentiment surveys have been weak for months while expenditures have remained high. Regardless, the displeasure among consumers has caught the attention of DC...

Company Logo Key opportunities in the UK ecommerce market include the expansion of omnichannel integration by retailers, leveraging store networks for last-mile fulfilment, and the growing influence of international marketplaces like Temu and Shein. Retail media networks are expanding, capitalizing on first-party data as privacy changes impact digital ads. Value-driven consumer behavior is leading to shifts in retail strategies, focusing on affordability and sustainability. United Kingdom B2C Ecommerce Market United Kingdom B2C Ecommerce Market · GlobeNewswire Inc. Dublin, Feb. 03, 2026 (GLOBE NEWSWIRE) -- The "United Kingdom B2C Ecommerce Market Size & Forecast by Value and Volume Across 80+ KPIs - Databook Q4 2025 Update" report has been added to ResearchAndMarkets.com's offering. The ecommerce market in United Kingdom is expected to grow by 7.4% annually, reaching US$335.67 billion by 2025. The ecommerce market in the region has experienced robust growth during 2020-2024, achieving a CAGR of 7.2%. This upward trajectory is expected to continue, with the market forecast to grow at a CAGR of 6.5% from 2025 to 2029. By the end of 2029, the ecommerce market is projected to expand from its 2024 value of US$312.48 billion to approximately US$431.12 billion. Competitive intensity is expected to rise as cross-border platforms target UK share, while domestic retailers pursue margin recovery through private-label expansion, retail media, and supply-chain optimisation. Online grocery competition may tighten as Ocado Retail's automation investments mature and traditional grocers deepen click-and-collect networks. Marketplaces will continue diversifying into advertising and payments, increasing ecosystem effects. Regulatory scrutiny of imported goods, product safety, and platform accountability may influence the operating models of new entrants. Current State of the Market The UK ecommerce market is characterised by high competitive intensity, with established retailers, mark...

Fluor's construction business is more reliable than it was before, but it's still cyclical. Fluor (FLR +1.28%) is a large engineering and construction company. Don't let the company's investment in NuScale Power (SMR 5.72%) pull your eye off the ball. Yes, selling the NuScale stake could be a big event. But it doesn't actually change Fluor's core story. Here's what you need to know before you buy Fluor stock. NuScale Power is an exciting side story Fluor was an early investor in NuScale Power, a start-up attempting to build small-scale modular nuclear reactors (SMRs). Fluor basically hopes to be a key partner on construction projects that use NuScale's SMRs. For example, the two companies are working together in Romania, where a utility is considering building a power plant with six NuScale SMRs. That said, Fluor is currently looking to monetize its NuScale Power investment. It sold some of its NuScale stock in late 2025, generating net proceeds of $605 million. It plans to sell the rest of its stake in 2026. That's great, but this is, basically, a one-time event and doesn't change anything about Fluor's core business other than strengthening its balance sheet. Fluor is cyclical by nature The knock against Fluor in recent years was its use of fixed-price contracts, which left the company on the hook for price overruns on the construction projects it was overseeing. Management is working to fix that problem, with 82% of its backlog using reimbursable contracts. A full 99% of the $3.4 billion in contracts it signed in the third quarter of 2025 were reimbursable. Expand NYSE : FLR Fluor Today's Change ( 1.28 %) $ 0.59 Current Price $ 46.78 Key Data Points Market Cap $7.6B Day's Range $ 45.95 - $ 47.19 52wk Range $ 29.20 - $ 57.50 Volume 3 Avg Vol 3M Gross Margin -28.87 % That's good news and will help make Fluor a more consistent business. There's just one problem: The construction industry tends to be highly cyclical by nature. That makes sense, since construction pro...

資金動向 | 北水大幅加倉騰訊，連續7日拋售中芯國際 富途牛牛

Kremlin says it has heard no statements from India on halting Russian oil purchases Reuters

最近的市场跟“坐过山车”似的：黄金冲到5500美元/盎司历史高位，转头一天跌9%创40年最大跌幅；美元指数上周跌至近4年新低，又因“沃什提名”反弹。 不少粉丝朋友在问我们：新美联储主席沃什的提名+炒得火热的AI科技， 到底会让美元变强，还是给黄金挖个抄底“坑”？ 今天给大家拆解一下背后的影响逻辑和机会判断。 01 先看大环境：全球旧秩序回不去，美国自己一堆麻烦 现在的全球格局很直白：以前一起搭伙做生意，现在各算各的账。特朗普上台后把“美国优先”和“极限施压”贯彻到底，对盟友加关税、逼乌克兰让渡矿产权益，甚至想“买”格陵兰岛，欧盟、加拿大直接反制，这就是逆全球化的真实样子。 杀敌一千自损八百，美国经济也跟着遭殃。最近生产端通胀（PPI）超预期，企业生产的东西还是贵；但就业数据变软，高频预扣税数据也不好，说白了就是“东西没降价，老百姓赚钱没那么容易”。 更头疼的还是美债。现在美债规模逼近39万亿美元，占GDP的122%，每年付利息的钱就占财政收入18.5%——比标普、穆迪划的15%“安全线”还高。以前大家都把美债当“无风险资产”，现在外国投资者持有比例从2014年的34%跌到25%，没人愿意接盘了。 背后更关键的是美元信用在松动。当前全球黄金总价值（38.2万亿美元）快赶上美债规模（38.5万亿美元），这是80年代以来头一回。以前美元是老大，美债是硬通货，现在黄金能跟它平起平坐，说明大家对美元没那么信了——就像以前都认一家银行的存单，现在大家开始把钱换成黄金藏着，信号再明确不过了。 02 再聊AI科技：或成美元走强“新引擎”，对黄金有两面性 从外国投行数据看，AI正成为美国经济的核心增量： 高盛预测2030年AI产业将占美GDP的7%，摩根士丹利测算AI算力基建（数据中心、芯片产业链等）每年拉动私人投资增长4%，非农部门生产效率因AI应用提升1.5%-2%，相当于每年多贡献1.2万亿美元GDP。 这些将直接巩固美国经济地位：AI霸权让美国在半导体、软件、算力服务领域形成垄断，全球科技企业被迫支付高额专利费和算力成本，资本持续流入美国资产，支撑美元信用。叠加沃什的“降息+缩表”政策——AI提效降低自然利率，降息适配实体需求，缩表约束泡沫，美元既不会因宽松贬值，反而因经济基本面走强更具吸引力。 对黄金而言，其影响呈现两面性： 一方面AI提效若兑现，生产效率大幅提升，美国通胀...

AI“下凡”，正在重构科技产业的底层逻辑。 当曾经局限于云端的AI能力，渗透进耳机、手表、音箱乃至AI眼镜等终端设备，这场算力迁移的革命中，国产SoC（系统级芯片）不再是配角，而是撑起AI落地的核心支柱——没有它们，端侧AI的普及便无从谈起。 长期以来，国产芯片在高端算力领域步履维艰，但细分赛道的深耕，终迎破局契机。端侧AI的爆发，正是为国产SoC量身打造的成长风口，其中瑞芯微、晶晨股份、乐鑫科技等“六小龙”，凭借提前布局的技术与商业化优势，正借着这股东风，实现新的跨越。 01 AI下沉：不是选择，是必然 要读懂国产SoC的崛起，必先读懂端侧AI的爆发逻辑。很多人疑惑，云端AI的参数竞赛还未落幕，为什么算力会突然向端侧迁移？答案很简单 ：端侧AI的爆发，是技术成熟、需求倒逼、成本优化三重因素共振的结果，而非偶然。 首先，技术成熟是端侧AI落地的核心支撑。此前，端侧设备算力瓶颈制约AI下沉，依赖云端传输存在延迟与隐私隐患，搭载高性能芯片则面临功耗、体积难题。近年来，专用NPU成为端侧终端标配，算力实现跨越式提升，芯片架构创新优化能效比，叠加模型剪枝、量化及5G-A技术突破，彻底打通端侧AI落地壁垒，推动其从“可运行”向“高效运行”转型。 其次，需求倒逼是其爆发的核心驱动力。C端用户对智能终端的个性化、实时化、隐私化需求升级，传统云端AI难以适配；B端工业质检、自动驾驶等场景，对AI响应速度与数据安全要求严苛，端侧AI的特性恰好契合此类刚需，反向推动半导体产业向场景化、垂直化转型。 最后，成本优化则是规模化爆发的关键。此前端侧AI芯片因研发投入高、量产规模小价格偏高，难以普及。随着半导体产业成熟，芯片规模化效应凸显，生产成本下降，叠加云端带宽成本上升，端侧处理更具经济性，形成“量产降本、降本促普及”的良性循环，推动端侧AI广泛渗透。 2023年，端侧AI开始萌芽，相关技术逐步落地，部分消费电子设备开始搭载简单的端侧AI功能；2024年，端侧AI产品逐步普及，智能手表、AI音箱、智能摄像头等产品纷纷搭载端侧AI芯片，端侧AI SoC的出货量大幅增长；2025年，被业界公认为“端侧AI元年”——这一年，从消费电子到工业控制，从可穿戴设备到智能汽车，端侧AI应用全面开花，端侧AI SoC的市场规模迎来爆发式增长，而国产SoC，恰好踩中了这一时代风口，凭借技术和本土化优势，在这...

Project Vault aims to secure critical minerals for advanced technologies. Credit: BJP7images/Shutterstock.com. US President Donald Trump is set to initiate Project Vault, a $12bn strategic stockpile of critical minerals aimed at reducing dependence on Chinese rare earths and other materials. This initiative comprises $1.67bn in private investment and a $10bn loan from the US Export-Import Bank (EXIM), as reported by Bloomberg. Discover B2B Marketing That Performs Combine business intelligence and editorial excellence to reach engaged professionals across 36 leading media platforms. Find out more Project Vault aims to secure minerals essential for advanced technologies, including antimony, cobalt, copper, graphite, lead, nickel and silicon, ensuring manufacturers have reliable access even during periods of market volatility or geopolitical challenges. The framework of Project Vault provides a beneficial return to US taxpayers while aligning with President Trump’s National Security Strategy by strengthening the domestic industrial base and securing supply chains. The initiative targets strategic minerals for industries such as automotive, aerospace and technology, with involvement from companies including Boeing, Corning, General Motors, GE Vernova, Alphabet’s Google and Stellantis NV. Commodities trading firms Hartree Partners, Traxys North America and Mercuria Energy Group are tasked with procuring these materials. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence The US has an existing stockpile for defence needs but lacks one for civilian purposes. The Trump administration has sought to enhance domestic mineral production and processing through investments and international alliances with countries like Australia, Japan and Malaysia. The push to secure mineral supplies in...

中国汽车行业进入了季节性的整体回落。 2月1日，包括吉利、比亚迪、长城在内的大型汽车集团和零跑、小米、理想、鸿蒙智行、小鹏汽车、蔚来等造车新势力公布了今年1月的销量。 主要的大型汽车集团的销量均有不同程度的同比或者环比下滑，比亚迪同比减少30%，奇瑞同比减少将近11%。在造车新势力中，小鹏和理想汽车也分别同比下滑了34%和7.5%。 尽管鸿蒙智行、赛力斯、蔚来、零跑、广汽等均实现了同比增长，但增幅明显收窄，环比去年12月均出现下滑，降幅处于30%-60%之间。只有吉利实现同比、环比微涨。 季节性波动背后呈现的是汽车公司在政策变动下产品结构出现变化，尤其是30万元以上的豪华车型，销量正在持续增长。 本土豪华车型的“黄金年代” 2025年11月的广州车展上，蔚来董事长李斌说：“数字已经充分证明，增程大三排SUV的黄金时代已经过去，纯电大三排SUV的黄金时代已经到来。” 这个判断实际上体现的是汽车消费趋势的变化。蔚来本身就是一个明显的例子，今年1月蔚来交付了27182辆车，同比增幅高达96.1%，其中增长的主力车型是蔚来ES8——平均售价超过30万元，贡献了蔚来1月将近64.9%的交付量。 自去年9月开始交付以来，仅仅134天，蔚来就交付了第6万辆蔚来ES8。据一位蔚来车主反映，在车友群中，有一位在北京刚提车的蔚来ES8车主，还是在去年9月底锁单的。这就意味着还有大量的后续新增订单尚未进入交付阶段，蔚来为这些订单（去年12月底之前锁单）提供了购置税补贴。 电厂走访蔚来在北京的两家门店发现，进店的用户普遍更关注蔚来ES8，即使在5566车型都有7年超低息政策的情况下，也更青睐于蔚来ES8。“进店顾客、试驾顾客中，最终关注、试驾蔚来ES8的占比仍然超过40%。”一位蔚来销售人员说，但他没有透露转化的情况。 他认为，其中一个原因是人群带动，因为蔚来ES8已经交付超过6万辆，车主对周围人群的带动效应比较明显。但核心原因在于最新的国家补贴政策有利于高价车型——新能源车价达16.67万元以上就能拿满报废更新补贴，车价达18.75万元能拿满置换更新补贴。 这一点同样体现在其他车企上。小鹏今年1月的交付量同比下跌超过34%，但小鹏力推的旗舰车型小鹏X9系列因为超级增程版本的带动出现了明显上涨。去年12月，小鹏X9系列交付5424辆，今年1月的交付量达到4219辆，在小鹏汽车单月总交付量中...

大豪科技（603025）公告，截至公告日，董事股东吴海宏持股1.2亿股，占10.77%；谭庆9572.11万股，占8.57%；股东孙雪理9572.11万股，占8.57%；赵玉岭8462.95万股，占7.58%。因个人资产配置，四股东拟于2026年3月6日至2026年6月5日，通过集中竞价分别减持不超过1116.65万股，即各不超过1%。

文章提及标的 长江通信 -- 长江通信（600345）公告，武汉金控集团持股1754.68万股5.32%，一致行动人新能实业持股330.77万股1%、武汉长发持股105.77万股0.32%，合计2191.22万股6.65%。三方拟于2026年3月6日至6月5日通过集中竞价分别减持不超110万股0.33%、113万股0.34%、105.77万股0.32%，合计不超328.77万股1%。

自动驾驶网约车服务商Waymo周一宣布，公司完成 160 亿美元融资，估值达到 1260 亿美元。据本轮一位投资方透露，该估值已包含此次融资金额。 自动驾驶网约车服务商Waymo（Waymo）周一宣布，公司完成 160 亿美元融资，估值达到 1260 亿美元。据本轮一位投资方透露，该估值已包含此次融资金额。 Waymo表示，本轮融资由龙跃资本、DST 全球基金、红杉资本领投， 谷歌 母公司字母表仍为公司控股股东。安德森・霍洛维茨基金、老虎环球管理基金、贝塞默风投伙伴等机构也参与了此次融资。 《信息报》率先披露了Waymo的新一轮融资洽谈消息，彼时公司估值已超 1000 亿美元。 Waymo称，2025 年公司网约车年订单量同比增长超两倍，突破 1500 万单；今年公司业务还将拓展至东京、伦敦两大市场。 近期，Waymo因多起事故受到外界关注，包括其自动驾驶车辆在圣塔莫尼卡撞伤一名儿童，以及旧金山停电期间多辆自动驾驶车辆在路口抛锚等事件。不过Waymo仍对自身安全记录持肯定态度，宣称其自动驾驶车辆能将严重致伤交通事故发生率降低 90%。 责任编辑：郭明煜

Baird Upgrades Palantir Technologies to Outperform From Neutral, Keeps $200 Price Target marketscreener.com

缘起——为何在此刻的中国呼唤"慢公司"？ 在商业世界中，“快”与“慢”并非简单的二元对立，而是战略节奏中不可或缺、相辅相成的两面。“慢”是根基，决定了企业能走多稳、多远；“快”是手段，决定了企业能跑多快、多敏捷。 卓越的企业无一不是“快慢结合”的大师，他们在不同的维度上以不同的节奏起舞。 企业战略中的“快”与“慢”并非绝对的速度概念，而是不同维度上的优先级选择： 通常指向长期核心竞争力的构建，如技术储备、品牌价值、组织文化、生态系统，这些需要长期投入、无法速成。 “快” 通常指向市场端的敏捷响应，如产品迭代、商业化落地、市场准入、热点捕捉，这些需要敏捷高效、迅速抢占先机。 卓越的企业是“快慢结合”的大师，它们深谙此道：用“慢”筑牢根基，用“快”捕捉机会。 中国过去四十年的经济奇迹，在商业领域书写了一个鲜明的"快"字。"多快好省"的效率哲学、"天下武功，唯快不破"的互联网法则，以及"快速跟随、迭代超越"的敏捷战术，这套基于速度、规模和模式创新的打法，在追赶和填补市场空白的时代无往不利，造就了无数商业传奇。 然而，当时代的大潮从"有没有"转向"好不好"，当竞争的核心从"模式创新"迈向"硬核创新"，当商业的本质从“资源驱动”到“价值创造”，我们赫然发现，曾经的"快"打法正在遭遇天花板。追逐风口导致同质化内卷，低价竞争侵蚀利润根基，模式创新易被复制，核心技术"卡脖子"的风险如悬顶之剑。我们擅长从1到100的扩张，却常常困于从0到1的原创。 未来的全球竞争，将是研发深度、品牌高度、文化宽度的竞争。这些能力的构建，无法通过"快"来实现。它需要像种树一样，向下扎根，默默汲取养分，方能最终枝繁叶茂，屹立风雨。它要求企业领导者（一号位）进行缜密的、长期的"慢思考"——一种超越季度财报、着眼于未来五年、十年甚至更久的技术趋势、市场格局和用户价值的深度思考。 我们看见， 在全球的商业版图中，有一批"慢公司"。它们不追逐热点，不盲从资本，而是以一种近乎偏执的耐心，专注于使命、深耕于内功。 我们也欣喜地看见，中国的大地上也开始涌现“慢公司”，这里既有历久弥新的传统企业，也有横空出世的新兴物种。 因此，我们探讨"慢公司"，并非怀旧或贬低"快"的价值，而是对中国商业未来一种深刻的战略前瞻。我们试图探寻，在速度至上的时代惯性中，如何为"慢"正名，如何发现并解读那些以"慢"制胜的企业样本，证明真正的...

恒银科技（603106）公告，部分董事、管理层拟自2026年3月5日至2026年6月5日通过上交所集中竞价减持股份。董事、执行总裁张云峰持股104.58万股，占0.2009%，拟减持不超过26.14万股，占0.0502%；副总裁兼财务负责人王伟持股54.63万股，占0.1050%，拟减持不超过13.66万股，占0.0262%。两人拟减持数量均不超各自上年末持股25%。

巴勒斯坦伊斯兰抵抗运动（哈马斯）发言人哈齐姆·卡西姆当地时间2月3日发表声明称，尽管加沙停火协议正在进入第二阶段，但以色列方面仍大幅限制援助物资进入加沙地带，物资进入情况未见任何改善。卡西姆表示，随着新一轮寒潮袭击加沙地带，流离失所者的处境愈发艰难。目前的帐篷无法抵御严寒和降雨，加剧了人道主义灾难。此外，以方还严格限制燃料和燃气进入，仅允许极少量物资通过，严重违反了停火协议。声明还指出，以方目前对援助物资的广泛限制，揭示了以色列方面及相关协调部门公布的援助卡车数量并不属实。卡西姆称，实际进入加沙地带的救援卡车数量不到以方宣称数字的一半。（央视新闻）

2026年中央一号文件：支持新能源汽车、智能家电、绿色建材下乡 2026-02-03 18:25:27 来源： 同花顺7x24快讯 分享 文章提及标的 消费 -- 新能源汽车 -- 能源 -- 建材 -- 中央一号文件《中共中央国务院关于锚定农业农村现代化扎实推进乡村全面振兴的意见》发布。多措并举扩大乡村消费（883434）。支持乡村消费（883434）扩容升级，提升消费（883434）设施和服务水平，培育丰收市集、非遗工坊、休闲露营等消费（883434）新业态新模式新场景。支持县乡村流通基础设施建设更新，促进农村及偏远地区商贸流通降本增效。支持新能源汽车（885431）、智能家电、绿色建材（850107）下乡，健全农村废旧家电家具等再生资源回收体系。依法严厉打击农村地区制售假冒伪劣商品行为。

Source: Bloomberg, 6:59

财联社2月3日讯（编辑 冯轶） 据Wind数据显示，南向资金今日成交约1264亿港元，较前一日缩量约119亿；约占今日恒指成交总额的37.72%，占比继续低于四成，且降至短线低点。 港股今日短线企稳，南向资金净流入约9.52亿港元。其中，沪港股通净流入约17.33亿港元，而深港股通净流出约7.81亿港元。 不过，盈富基金(02800.HK)作为场内最大规模的ETF遭净卖出37.62亿港元，显示仍有部分资金继续流出。 个股方面，交易所数据显示，今日南向资金 大幅净买入：腾讯控股(0700.HK)19.55亿港元；中国移动(00941.HK)4.08亿港元；美团-W(03690.HK)2.41亿港元。 大幅净流出：中芯国际(00981.HK)15.77亿港元；阿里巴巴-W(09988.HK)11.99亿港元；快手-W(01024.HK)3.68亿港元；长飞光纤光缆(06869.HK)1.72亿港元。 投资要点 腾讯控股今日跌2.92%，资金前5日加仓663万股，短线继续流入。 中国移动今日涨0.38%，资金前5日减持4164万股，短线仍以流出为主。 美团-W今日跌1.74%，资金前5日减持655万股，短线仍以流出为主。 阿里巴巴-W今日跌1.41%，资金前5日减持1126万股，短线连续流出。 快手-W今日跌4.61%，资金前5日加仓424万股，短线仍以流入为主。 中芯国际今日跌2.42%，资金前5日减持1538万股，短线连续流出。 长飞光纤光缆今日涨12.23%，资金前5日加仓1347万股，短线仍以流入为主。 注：由于港交所T+2结算，实际为截至两日前的近5个交易日数据

南向資金追蹤｜淨買入超9億港元 大舉加倉騰訊減持中芯國際和阿里 富途牛牛

Palantir, Teradyne, Tesla, AMD, NXP Semiconductors, and More Stock Market Movers Barron's

Stock futures were rising Tuesday as Palantir’s strong earnings injected renewed optimism around the artificial-intelligence trade. Palantir Technologies jumped 10% in premarket trading after the company, which sells artificial-intelligence software to manage and analyze large amounts of data, reported better-than expected fourth-quarter adjusted earnings. Revenue jumped 70% from a year earlier to a record $1.41 billion on strong demand for its AI technology.

Palantir, PayPal, Novo Nordisk, Pfizer, Merck, AMD, Gartner, and More Market Movers Barron's

These Stocks Are Today’s Movers: Palantir, PayPal, Novo Nordisk, Pfizer, Merck, AMD, Gartner, and More Barron's

格隆汇2月3日｜中央一号文件《中共中央 国务院关于锚定农业农村现代化 扎实推进乡村全面振兴的意见》发布。今年的中央一号文件对健全常态化帮扶政策体系、提高监测帮扶精准性时效性、提升产业和就业帮扶实效、分层分类帮扶欠发达地区等进行了具体部署，明确把常态化帮扶纳入乡村振兴战略统筹实施，保持财政投入、金融支持、资源要素配置等方面政策总体稳定。

据报道，美伊谈判将首先围绕伊朗的核计划展开，而不会涉及以色列所关注的伊朗发展弹道导弹和在中东地区扶植代理人组织的问题 当地时间2026年2月2日，伊朗德黑兰，伊朗民众驾车经过街头的反美壁画。图：IC PHOTO 【财新网】 在美国与伊朗之间的紧张局势已经持续一个月之际，美国中东问题特使威特科夫和伊朗外长阿拉格齐预计将于当地时间2月6日在土耳其伊斯坦布尔会面，主要聚焦伊核问题展开谈判。 《华盛顿邮报》援引中东地区官员的说法称，在此次美伊两国代表确定会面之前，土耳其、卡塔尔、埃及等中东国家为缩小美国和伊朗之间的分歧、说服两国重启谈判做了大量努力。土耳其、卡塔尔、埃及、沙特、阿曼、巴基斯坦等多个国家的外长，将一同出席在伊斯坦布尔举行的谈判。美国总统特朗普的女婿、曾与威特科夫一同参与乌克兰问题及加沙问题谈判的库什纳，也将参与对伊朗的谈判。

Source: Bloomberg, 15:33

2026年中央一号文件：促进人工智能与农业发展相结合，拓展无人机、物联网、机器人等应用场景 2026-02-03 18:24:34 来源： 同花顺7x24快讯 分享 文章提及标的 人工智能 -- 无人机 -- 物联网 -- 农机 -- 中央一号文件《中共中央国务院关于锚定农业农村现代化扎实推进乡村全面振兴的意见》发布，意见指出，提升农业科技创新效能。统筹科技创新平台基地建设，加强农业关键核心技术攻关和科技成果高效转化应用，培育壮大农业领域科技领军企业。深入实施种业振兴行动，加快选育和推广突破性品种，推进生物育种产业化。加快高端智能、丘陵山区适用农机（885706）装备研发应用，加强林草机械装备研发推广。因地制宜发展农业新质生产力，促进人工智能（885728）与农业发展相结合，拓展无人机（885564）、物联网（885312）、机器人等应用场景，加快农业生物制造关键技术创新。

(RTTNews) - Indian shares ended Tuesday's session on a buoyant note after U.S. President Donald Trump unveiled a trade deal with India that slashes U.S. tariffs on Indian goods to 18 percent from 50 percent in exchange for India halting Russian oil purchases and lowering trade barriers. The breakthrough following a high-level telephonic conversation between Trump and Indian Prime Minister Narendra Modi helped ease tariff-related concerns that have weighed on domestic markets for months. However, the information available was limited to President Trump's tweets and press statements, with no details. There were questions over several key aspects such as the opening of the agriculture sector, the reduction of tariffs to "zero" and a pause on the purchase of Russian oil, as claimed by Trump. Media reports quoted sources as saying that Union Minister Piyush Goyal will soon address Parliament on the deal. Meanwhile, investor sentiment was also underpinned by falling crude oil prices on easing U.S.-Iran tensions, big gains in rupee and a rebound in the precious metals market after a steep sell-off triggered by the nomination of Kevin Warsh as chairman of the U.S. Federal Reserve. The Indian rupee saw a strong appreciation, rising to a three-week high of Rs 90.19 against the greenback after Moody's Ratings said the reduction of the U.S. tariff rate on most Indian goods is credit positive for labor-intensive sectors such as gems, jewelry, textiles and apparel. Moody's also said that India is unlikely to cease all Russian oil purchases immediately, but a complete shift toward non-Russian oil could tighten supply elsewhere, raise prices and pass through to higher inflation given that India is one of the world's largest oil importers. The benchmark BSE Sensex surged 2,072.67 points, or 2.54 percent, to 83,739.13, while the broader NSE Nifty index soared 639.15 points, or 2.55 percent, to 25,727.55. The BSE mid-cap and small-cap indexes advanced 2.8 percent and 2.9 percent, resp...