“十五五”期间，上海地区生产总值年均增速“力争达到5%左右”。 2025年经济总量位居全球城市第五的上海，划定了未来的发展目标及工作重点。 上海市第十六届人大四次会议2月3日上午开幕，上海市市长龚正作政府工作报告（下称“报告”）。 报告提出，综合各方面因素，建议今年全市经济社会发展的主要预期目标是：全市生产总值增长5%左右，地方一般公共预算收入增长2%，全社会研发经费支出相当于全市生产总值的比例达到4.6%左右，城镇调查失业率在5%以内，居民人均可支配收入增长与经济增长保持基本同步。 不只是今年的目标，《上海市国民经济和社会发展第十五个五年规划纲要（草案）》（下称“上海‘十五五’规划草案”）中，未来5年经济社会发展的主要指标也备受关注，其中，最吸睛的则是：地区生产总值年均增速“力争达到5%左右”。 上海市发展改革研究院副院长马海倩对第一财经记者表示，从潜在增长水平看，“十五五”期间的年均GDP增速，经测算在4.6%～5.2%。一方面，5%作为预期目标，在当前复杂外部环境下仍需积极应对、付出艰苦努力；另一方面，5%并不是“天花板”，增长仍有较大潜力空间，是可以期待的。 提升“五个中心”能级 增长目标是结果，如何完成目标，报告也给出了清晰路径，拿出了施工图、路线图。 报告在2026年的主要任务中提出，持续提升“五个中心”能级。包括，深化国际经济中心建设、深化国际金融中心建设、深化国际贸易中心建设、深化国际航运中心建设、深化国际科技创新中心建设。 在深化国际经济中心建设方面，报告提出，积极支持智能网联新能源汽车、海洋经济、低空经济、航空航天、卫星互联网等产业发展，培育特色数字产业集群，大力推动服务业扩能提质、集聚发展。在深化国际航运中心建设方面，报告也提出，支持航贸数字化创新发展，推进国际绿色航运走廊建设。 上海市人大代表、上海段和段律师事务所党支部书记吴坚对第一财经表示，上海过去一年的增长，离不开抓早、抓稳、抓实的谋划和部署。首先，新质生产力成为核心引擎；其次，科技赋能显示了强大成效，受益于人工智能和算力需求爆发，信息服务业增加值增长15.3%，软件和信息技术服务业营收大幅增长，成为服务业增长的最大亮点。 上海市人大代表、上海波罗的海国际航运公会（BIMCO）亚太中心亚太区总经理庄炜表示，智能航运是全球航运转型的战略方向，智能船舶作为核心要素，其法治保障的完善程度将直接...

格隆汇2月3日｜网易游戏发布寒假未成年人游戏限玩日历。2月2日至3月2日，根据规定，未成年人寒假期间可在周五、周六、周日（除去2月14日、28日）及春节法定假日的每日20时至21时登录游戏，寒假可玩游戏总时长上限为15小时。

adventtr/iStock via Getty Images Precious metals advanced on Tuesday, with gold ( XAUUSD:CUR ) rebounding after a late-week pullback. The recovery comes as analysts continue to frame the recent decline as corrective rather than structural, pointing to underlying demand dynamics that remain intact. In a recent investor note, Deutsche Bank Research reaffirmed its bullish outlook on gold, maintaining its long-term price target of $6,000 per ounce. The bank argued that the recent adjustment in precious metal prices likely exceeded the impact of the factors that initially triggered the move, suggesting markets may have temporarily overreacted. According to Deutsche Bank, investor behavior across official, institutional, and retail segments does not appear to have deteriorated. The firm emphasized that the core investment case for gold remains unchanged, supported by enduring thematic drivers that continue to justify portfolio allocations to precious metals. Analysts added that current conditions do not resemble past environments that preceded prolonged gold weakness, such as the early 1980s or the downturn seen in 2013. The bank also highlighted China’s growing influence on global precious metal flows. A rise in Shanghai Gold Exchange premiums late last week was cited as a key indicator of strengthening physical demand, signaling renewed buying interest from the region. Deutsche Bank views this as an important confirmation that investor appetite remains resilient. Taken together, the firm concluded that the foundation for a constructive outlook on gold remains firmly in place, reinforcing its confidence in higher prices over the medium to long term. Gold and Gold Mining ETFs: ( GLD ), ( IAU ), ( SGOL ), ( OUNZ ), ( BAR ), ( GDX ), ( GDXJ ), ( NUGT ), ( RING ), and ( DUST ). More on markets ETF inflows shatter records as $165B floods in during the month of January U.S. corporate profits stay on solid footing, as Goldman projects double-digit growth in 2026 RBC Capital Mar...

喀土穆消息：苏丹武装部队3日宣布，已解除准军事组织快速支援部队及其盟友苏丹人民解放运动（北方局）对该国南部南科尔多凡州首府卡杜格利长达两年多的围困。 苏丹武装部队下属的特种作战部队声称，已成功进入卡杜格利。 苏丹武装部队发言人办公室当天也发表声明说，经过激烈战斗，军方成功打通卡杜格利-迪灵公路。快速支援部队及其盟友遭受重大人员和装备损失。 苏丹主权委员会主席兼武装部队总司令布尔汉当天在接受媒体采访时证实，卡杜格利的围困已被解除。 卡杜格利自2023年7月起遭快速支援部队围困。2025年11月，联合国机构编写的报告确认该市已发生饥荒。 2023年4月15日，苏丹军方与快速支援部队在首都喀土穆爆发武装冲突，战火随后蔓延至其他地区。持续近三年的武装冲突造成大量平民死亡。(新华社)

寧德時代(03750)截至1月底累計回購1599.08萬股A股 提供者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

The yield on Germany’s benchmark 30-year bond climbed to the highest since 2011 as investors demand higher premiums to account for the record debt burden they need to absorb. Official government borrowing costs rose four basis points to 3.56%. Shorter-dated 10-year peers increased three basis points to 2.90%. It comes as Germany seeks to raise €512 billion ($604 billion) from debt sales this year to fund a spending spree aimed at fixing its infrastructure and modernizing its armed forces. Read more: Germany Boosts Debt Sales to Record in Spending Push (2) Still, investor appetite was healthy in January with a new 20-year bond attracting near record orders, while the most recent sale of conventional two-, 10- and 30-year bonds saw demand improve. A Bloomberg gauge of German debt is up 0.3% this year, lagging French and Italian peers.

2月3日，记者获悉，近日，越疆（HK2432）开启第三批全尺寸工业人形机器人（886069）ATOM的2026年量产交付，并分批投入产业一线应用，越疆（HK2432）称，这标志着其人形机器人（886069）加速迈入规模化场景应用新阶段。据介绍，ATOM人形机器人（886069）具备自主站起、强动态平衡及高精度装配能力，机器人搭载越疆（HK2432）自研DOBOT-VLA(视觉-语言-动作)模型后，通过端到端技术融合视觉感知、自然语言理解与动作生成，能将抽象指令转化为结构化任务链，并输出连续、可泛化的动作轨迹。深圳K11影院的爆米花机器人就是其落地应用的典型案例。(新京报)

The share price of First Solar, Inc. (NASDAQ:FSLR) fell by 6.87% between January 23 and January 30, 2026, putting it among the Energy Stocks that Lost the Most This Week. Here is Why First Solar (FSLR) Fell This Week First Solar, Inc. (NASDAQ:FSLR) is a leading American solar technology company and global provider of responsibly produced, eco-efficient solar modules. First Solar, Inc. (NASDAQ:FSLR) took a hit on January 29 when BMO Capital downgraded the stock from ‘Outperform’ to ‘Market Perform’, while also cutting its price target from $285 to $263. The analyst noted that the potential competitive threats from additional domestic solar manufacturing may put FSLR shares under pressure ‘for some time’. BMO initially dismissed Elon Musk’s remarks in Davos about Tesla potentially building a significant vertically integrated solar PV module manufacturing base to self-generate as ‘aspirational’. However, the firm believes that the Tesla CEO’s comments during the company’s recent earnings call indicate that ‘this is likely to become a bona fide effort in the next few quarters and may be an overhang on FSLR shares for some time’. While we acknowledge the potential of FSLR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 High Yield Utility Stocks to Buy in 2026 and 10 Best American Oil and Gas Stocks to Buy Disclosure: None.

随着文件内容不断曝光，卷入爱泼斯坦相关丑闻的各界名流也在不断面临舆论和法律的拷问 资料图：美国前总统克林顿和妻子前国务卿希拉里。图：IC PHOTO 【财新网】 1月30日，美国司法部释出了新一批爱泼斯坦文件，本批次文件共约300万份。自美国国会2025年11月通过投票，要求司法部公布全部爱泼斯坦文件档案以来，这是最大规模的一次文件披露。 由于文件数量庞大，直至目前，美国媒体就已公布文件的整理工作仍在进行。随着文件内容不断曝光，卷入爱泼斯坦相关丑闻的各界名流也在不断面临舆论和法律的拷问。 2月2日，由于“藐视法庭”指控箭在弦上，美国前总统比尔·克林顿和前国务卿希拉里·克林顿夫妇最终让步，同意就爱泼斯坦案接受国会质询。此前在1月31日，英国前驻美大使彼得·曼德尔森宣布退出工党，英国首相斯塔默则于随后下令就曼德尔森与爱泼斯坦的关系启动紧急调查。此前在2025年9月，正是因与爱泼斯坦的旧日邮件曝光，斯塔默解除了曼德尔森的驻美大使职务。同日，斯洛伐克国家安全顾问、前外长米洛斯拉夫·莱恰克因卷入爱泼斯坦案宣布辞职。

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HADDONFIELD, N.J., Feb. 3, 2026 /PRNewswire/ -- Helient Technologies, LLC, a premier IT services company and Microsoft Solutions Partner specializing in cloud adoption for the legal and other security-conscious industries, has announced a strategic partnership with AVANT Communications, the nation's premier Technology Services Distributor (TSD) and a leader in technology decision-making. This collaboration illustrates how a Technology Services Distributor and a specialized Microsoft solutions consultancy can work together to simplify cloud adoption, licensing, and cost optimization for end customers. Helient Technologies Logo (PRNewsfoto/Helient Technologies, LLC) Through this partnership, AVANT's expansive network of Trusted Advisors will be able to offer Microsoft solutions backed by Helient's deep expertise in Microsoft solutions including Licensing, Azure Cloud, FinOps and Modern Desktop. In practice, this means that organizations can receive guidance not only on which Microsoft services and licensing options to choose, but also on how to migrate, govern, and optimize those services for performance and cost. As a result, AVANT's Trusted Advisors and their customers will be better positioned to take advantage of top-tier Cloud Technology and Modern Desktop solutions to support their broader IT initiatives. AVANT helps its Trusted Advisors tackle changing technology through Pathfinder, which combines research, analytics, and tools for smarter tech choices. With Helient's Microsoft excellence and centricity, the partnership enables organizations to better plan cloud strategy and manage risk and costs. Together, they speed up cloud adoption in industries like legal, finance, insurance, retail, healthcare, and more, where security and reliability matter. "We are excited to join AVANT's valued supplier portfolio, representing a significant milestone in our collective pursuit of innovation and excellence," said Keith Connolly, Vice President of Sales at Helient. "We ar...

格隆汇2月3日｜中共中央政治局委员、外交部长王毅在北京会见越共中央总书记特使、越共中央政治局委员、外交部长黎怀忠。王毅表示，新形势下，中方愿同越方以两党两国最高领导人重要共识为指引，把握双边关系的战略性，增强两国合作的互利性，凸显中越友好的特殊性，加强高层交往，增强战略互信，深化互联互通，拓展科技创新、数字转型、人工智能等领域务实合作，办好“红色研学之旅”等活动，密切人文交流，持续推进中越命运共同体建设。

格隆汇2月3日｜欧盟将向美国提供关键矿物伙伴关系。

mechanick/iStock via Getty Images Introduction AST SpaceMobile ( ASTS ) is a broadband service provider that leverages the use of satellite technology to deliver 5G speed to cellular phones from anywhere on Earth. The company has started generating noncore revenue, but is trading with a $45 billion market capitalization. Investors are banking on a complete fleet of satellites to be launched and active by the end of the year. From there, it’s clear that investors will expect the company to begin ramping up serious financial growth. While AST SpaceMobile management has projected a rosy picture, my utilization of unit economics to reconstruct the financial model points to a less-than-ideal outcome. How the Business Works Once the company’s satellite fleet is active, cellular customers will be able to connect to the satellite service to make phone calls, send texts, stream videos, etc. This is especially convenient for customers who live in areas where cell service is difficult or experience connectivity problems during travel. One requirement for consumers to be able to connect is that their mobile network operator (MNO) needs to have an agreement in place with AST for them to connect. As of the third quarter, AST had agreements with MNOs covering 3 billion subscribers . While the details of each agreement are unknown, we know that they are revenue-sharing agreements where the carrier and AST split the proceeds from the customer who buys the service through their carrier. In one specific case, the agreement AST signed with Vodafone called for a 50/50 revenue share . By agreeing to do revenue sharing with the carriers, AST is reducing its need to conduct marketing and relying on the carrier to offer coverage directly to its customers. The First Issue: Making Deadlines for Contractual Revenue AST headlined $1 billion in contractual revenue to start its third-quarter earnings release. This would give the implication that the company is expected to collect $1 billion over ...

乔希・达马罗获任迪士尼新任首席执行官 现年 54 岁的达马罗近期担任 迪士尼 体验业务主席，该部门业务涵盖主题公园、邮轮度假及消费品板块。 迪士尼公司 2 月 3 日宣布，拥有 28 年迪士尼任职经历、深耕主题公园领域但在影视业务方面经验有限的乔希・达马罗，将接替罗伯特・艾格出任公司首席执行官。这场历时近三年的首席执行官遴选工作至此落下帷幕。 迪士尼董事会已全票通过达马罗的任命。他将于 3 月 18 日迪士尼年度股东大会召开之日正式履职，同时将加入公司董事会。 54 岁的达马罗目前执掌的迪士尼体验业务，年营收达 360 亿美元，业务范围包括主题公园、邮轮度假，以及含电子游戏在内的消费品业务。去年，该部门为迪士尼贡献了约 60% 的利润。 迪士尼董事会主席詹姆斯・戈尔曼在声明中表示，达马罗兼具 “富有感召力的领导力与创新精神，对战略增长机遇有着敏锐的洞察力，同时对迪士尼品牌及其员工抱有深厚的热忱 —— 这些特质让他成为执掌公司的最佳人选”。 迪士尼同时宣布提拔达娜・沃尔登为公司总裁兼首席创意官，该任命同样于 3 月 18 日生效。61 岁的沃尔登此前是迪士尼核心电视业务（不含娱乐与体育电视网 ESPN）的负责人，同时分管流媒体业务。迪士尼方面称，其职责将包括确保 “所有用户触点上的故事创作与创意表达，均始终贴合迪士尼的品牌内核”。 沃尔登也由此成为迪士尼 103 年发展史上首位集团层面的首席创意官。 迪士尼的此次管理层交接筹备工作始于 2022 年。彼时，艾格在 2020 年搞砸首次接班规划后，再度结束退休生涯重掌迪士尼。本次接班规划由迪士尼外部人士、资深华尔街银行家戈尔曼主导。2024 年，为应对激进投资者的抨击，艾格邀请戈尔曼加入迪士尼董事会，其中激进投资者纳尔逊・佩尔茨曾严厉批评迪士尼的接班规划工作十分草率。 尽管迪士尼也曾考虑过外部候选人，但最终的遴选范围锁定在四位内部高管之中，分别是达娜・沃尔登、迪士尼影视业务负责人艾伦・伯格曼、ESPN 负责人吉米・皮塔罗，以及乔希・达马罗。这四位高管谁将最终登顶，一直是好莱坞关注的焦点，而长期以来，沃尔登被视作最有希望的人选。 迪士尼历来存在管理层交接不顺的问题。艾格首次出任迪士尼首席执行官时，其前任迈克尔・艾斯纳曾执意留任，最终交出去的是一家陷入困境的公司。而在艾格此前长达 15 年的首席执行官任期内，他曾四次推迟退休...

Vowles said he did not expect Williams to be able to challenge at the front this season. They have retained the same drivers, with British-Thai Alex Albon partnered by Spaniard Carlos Sainz. Albon finished eighth in the 2025 drivers' championship, one place and nine points ahead of Sainz, who managed two third-placed finishes in Azerbaijan and Qatar. "We want to establish 2025 as our new base and keep moving forward year on year across the board and across the business," he said. "There are some bits of the car that are absolutely championship level. And there's other bits where we have a long way to go before we're there, including just getting the car built and finished as a polished article. That doesn't lead to podiums or wins." Vowles said he had been impressed by the amount of running completed by Ferrari and the Red Bull teams. Red Bull were running the first engine produced by their new in-house facility, and he said Mercedes "came out of the box strong". He also became the latest rival to shower praise on the design of the new Aston Martin, their first car under the leadership of design legend Adrian Newey. "I wouldn't want to be a designer in Aston Martin. That's a very impressive set of wishbones on that car. Really, really intrinsic or interesting design." Mercedes driver George Russell made the same observation at their official launch on Monday. "What Adrian has done with that car, it looks pretty spectacular," Russell said. "Aston Martin was probably the most standout in terms of the car design. I think everybody was looking at that rear suspension and it obviously visually looks very impressive. But it's not a competition of how sexy it is. It's a competition how fast it goes around the track."

vandervliet93/iStock Editorial via Getty Images Baird turned constructive on FedEx Corporation ( FDX ) on its view that the stock has been working and can continue to work as improving parcel fundamentals and the freight spin make the stock uniquely attractive in a market looking for cyclical exposure. The firm hiked its rating on the shipping giant to Outperform and set a new price target of $427 after updating the sum of the parts framework. Analyst David Vernon and his team see improved margins for the parcel business after the spinoff to a range of 7% to 9%, bolstered by domestic capacity reductions and signs the company is getting serious about improving the Europe performance. "We think FDX will guide to +200bps of margin expansion in the Express company at its investor day next week and speak to continuing share gains in the small package market. If that is right, then the business could show $21-27 of earnings power," highlighted Vernon. Per the Baird math, the current valuation on FDX does not reflect the full value of the LTL Freight business. Shares of FedEx ( FDX ) rallied 2.0% in premarket trading on Tuesday to $342.00. More on FedEx FedEx: B2B Mix Shift, Structural Cost Cuts, Easing Macro, And EPS Growth Support Attractive Upside FedEx Corporation: Stay Hold Rated Because Of The Near-Term Earnings Volatility FedEx Corporation (FDX) Q2 2026 Earnings Call Transcript FedEx leverages AI to improve the post-purchase tracking and returns experiences FedEx is a top pick at BofA ahead of the thesis-altering spin-off

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格隆汇2月3日｜德国30年期国债收益率攀升至2011年以来最高水平。

Key Points Wilson Asset Management acquired 33,094 shares of SiteOne Landscape Supply. The quarter-end position value rose by $4.12 million, reflecting both new shares and price movement. The new stake places the position outside the fund’s top five holdings. These 10 stocks could mint the next wave of millionaires › Wilson Asset Management initiated a new position in SiteOne Landscape Supply (NYSE:SITE) during the fourth quarter, according to a February 2 SEC filing, acquiring shares in a trade estimated at $4.12 million based on quarter-end pricing. What happened According to a SEC filing dated February 2, Wilson Asset Management reported acquiring 33,094 shares of SiteOne Landscape Supply in the fourth quarter. The quarter-end value of the holding increased by $4.12 million, reflecting the initiation of the new position. What else to know This was a new position for the fund, bringing the stake to 1.06% of its $389.64 million in reportable U.S. equity assets as of December 31. Top holdings after the filing: NASDAQ:GOOGL: $38.09 million (9.8% of AUM) NASDAQ:INTU: $26.77 million (6.9% of AUM) NYSE:PWR: $23.31 million (6.0% of AUM) NYSE:ICE: $20.16 million (5.2% of AUM) NYSE:MSCI: $19.98 million (5.1% of AUM) As of February 2, SiteOne shares were priced at $144.21, up just about 1% over the past year and well underperforming the S&P 500’s roughly 15% gain in the same period. Company Overview Metric Value Price (as of 2026-02-02) $144.21 Market capitalization $6.42 billion Revenue (TTM) $4.67 billion Net income (TTM) $139.10 million Company snapshot SiteOne Landscape Supply’s offerings includeirrigation supplies, fertilizer, control products, landscape accessories, nursery goods, hardscapes, and outdoor lighting products. The company operates a wholesale distribution model, generating revenue through direct sales of branded and third-party landscape supplies to professional customers via a branch network and direct distribution channels. It targets residential and co...