格隆汇2月5日｜美国已故富商爱泼斯坦案有关文件中涉及美国微软公司创始人比尔·盖茨的内容，持续引发关注。综合美国“政治新闻网”等媒体4日报道，美国众议院多名共和党及民主党籍议员要求就此事传唤盖茨。根据美国司法部近日公布的爱泼斯坦案相关文件，盖茨被爆曾婚内出轨并感染性传播疾病，还试图给当时的妻子秘密服用抗生素。对此，盖茨的前妻梅琳达·盖茨3日在接受采访时称，她感到“难以承受的悲伤”。

India’s exports to the US will be subject to a reduced tariff rate of 18% once the two sides sign a joint statement, expected within the next four to five days, the country’s trade minister said, shedding more light on this week’s surprise agreement between the two nations. While US President Donald Trump said in a post on Monday that the lower tariff rate — down from 50% since August — would be “effective immediately,” India’s Commerce Minister Piyush Goyal said on Thursday that it would be implemented only after the joint statement is signed and the US issues an executive order. New Delhi will implement lower duties on American products from mid-March, after a formal agreement is signed, Goyal added. Indian financial markets initially welcomed Trump’s announcement on Monday, but the absence of any published documentation has left key details unclear, even as leaders in both countries portray the deal as a reset in trade ties. While Prime Minister Narendra Modi has confirmed that Indian goods will face a lower US tariff rate, his government has yet to verify most of the additional commitments outlined by Trump, including claims that India would halt purchases of Russian crude, import Venezuelan oil and reduce tariffs on American products to zero. Modi Officials Move to Allay Fears US Deal Is Bad for India After Trump said India would purchase $500 billion of US goods, Indian officials sought to clarify on Tuesday that the figure, spread over five years, includes projects already in the pipeline. On Thursday, Goyal told reporters that India’s aircraft orders from the US alone could exceed $100 billion. Air India Ltd. , Akasa Air-operator SNV Aviation Pvt. and SpiceJet Ltd. have placed a combined order for 590 aircraft with Boeing in recent years. During talks with Washington, Indian trade negotiators had expected to showcase the country’s large pipeline of Boeing Co. plane orders and the potential for more to come, Bloomberg News reported in April. India is also loo...

格隆汇2月5日｜东南网架(002135.SZ)公告称，公司与潮峰钢构集团有限公司、浙江大学建筑设计研究院有限公司组成的联合体中标“南站单元XS110203-02、XS110203-28地块文化产业项目EPC工程总承包”，中标总金额为人民币9.94亿元。本项目中标有利于公司进一步拓展总承包业务，推动公司在绿色建筑、智能建造、光伏新能源等领域持续发力，有助于提升公司在行业内的品牌影响力。本项目中标总金额占公司2024年度经审计营业收入的8.85%。

格隆汇2月5日｜小米汽车宣布，最新版本OTA已陆续推送，辅助驾驶安全里程门槛降低。小米汽车介绍，辅助驾驶安全里程门槛从1000km降至300km，设定这样的门槛，是为了让大家可以先逐步熟悉辅助驾驶功能，培养充分的安全意识。

香港建造業總工會提醒地盤工友，長假期前後要特別注意安全。 臨近歲晚，不少建築及裝修地盤準備「收爐」，工會總結過往經驗指，大節前部分地盤為趕工交付，工序密度提高，若監督與監察稍有不足，加上貪快等原因，容易出現事故。 而節日後，如無察覺工作環境變化，就可能發生意外，建議承建商及分判商，做好安全保障工作，包括妥善收存吊運裝置，及隔離危險區域等。 另外工會指，留意到有騙徒借工友急於求職心態，以假工利誘工友交出身份證、工人註冊證及平安卡等資料，呼籲提高警覺。

2025年，韩中航线旅客运输量为1680万人次，同比增加22%；越南全年共接待中国游客528.2万人，取代泰国成为中国游客前往东盟国家的首选

公司年度营收首次突破4000亿美元 当地时间2月4日，谷歌母公司Alphabet公布2025年四季度及全年财报，当季实现营收1138.28亿美元，同比增长18%。图：视觉中国 【财新网】 谷歌的AI投入持续膨胀。当地时间2月4日，谷歌母公司Alphabet (NASDAQ: GOOG) 公布2025年四季度及全年财报，当季实现营收1138.28亿美元，同比增长18%，高于国际商业数据分析公司LSEG预估的1114.3亿美元；净利润增长30%至344.55亿美元，稀释后每股收益（EPS）同比增长31%达2.82美元，高于LSEG预估的2.63美元。公司年度营收首次突破4000亿美元。

财联社2月5日讯（编辑 马兰） 人工智能数据中心建设热潮引发了美国的用电荒，并迫使科技巨头和电网公司扩大电力供应以满足不断增长的需求，而天然气被视为解决这一难题的最佳选择。 高盛去年在一份报告中指出，天然气将受益于美国不断增长的电力需求和全天候不间断供应的要求。它是所有能源类型中最灵活的，而且美国天然气储备十分丰富。 然而，天然气资源充足的美国却有着另一个瓶颈——建设燃气发电厂所必须的关键部件，如燃气轮机。Wood Mackenzie去年就曾警告，燃气轮机制造的供应链危机是满足数据中心电力需求的最严重瓶颈之一。 数据显示，2025年，美国新建燃气发电厂的准备周期大大增长，从2023年的三年半跃升至五年，且成本飙升了49%。其中，燃气轮机产量远低于美国14家主要公用事业公司承诺的产能。 销量剧增 全球能源监测机构的全球油气工厂追踪数据显示，截至2026年1月，美国在建天然气发电装机容量超过29吉瓦，一年内翻了一番还多。处于规划阶段的产能，在一年内增长了四倍多，达到159吉瓦以上。 不过这其中许多项目可能几年内都无法开工，主要就是因为制造商缺乏可用的燃气轮机。 GE Vernova首席执行官Scott Strazik指出，2025年该公司的燃气轮机合同量增长了约80%，然而大部分在过去两年内签订的高利润订单需要到2027年以后才能开始交付。 另一家竞争公司西门子能源也作出类似的表态。其总裁兼首席执行官Christian Bruch表示，美国对燃气轮机和电网基础设施的需求前所未有，并转化为西门子能源在2025财年创纪录的订单量，一年销量接近200台，而两年前该公司只在美国卖出一台燃气轮机。 中国公司也在这一繁荣中快速扩张。据报道，烟台杰瑞股份（002353.SZ）在两个月内从美国数据中心开发商处获得了四份燃气轮机的订单，四笔订单的总销售额约为5亿美元。 除了燃气轮机订单的增长外，还有分析师指出，随着主要涡轮机制造商转向需求旺盛的美国市场，其他国家的设备瓶颈可能会变得更加严重，并促使开发商寻求其他能源来满足电力需求。 尤其是进口天然气的欧洲和亚洲，其更有可能转向非天然气解决方案，比如加速可再生能源的推广。Ember亚洲高级能源分析师Dinita Setyawati表示，近期基础设施面临的挑战和天然气价格的波动为太阳能、电池和风能创造了更多机会。

Chinese President Xi Jinping discussed Iran in wide-ranging calls with both Donald Trump and Vladimir Putin on Wednesday, as the US president steps up pressure on the Islamic Republic following the bloody quashing of anti-government protests. The US president said on social media that the “excellent” phone call with Xi covered topics including Iran, the Chinese purchase of US oil and gas, and Taiwan. Earlier, Xi and Putin “checked their approaches” on Iran, Venezuela and Cuba among other...

格隆汇2月5日｜葡萄牙经济部长阿尔梅达表示，根据政府初步估算，上周的毁灭性风暴"克里斯汀"造成的直接重建成本将超过40亿欧元（约合47亿美元）。这场风暴于1月31日凌晨席卷葡萄牙大陆中部地区，风速超过每小时200公里并伴随强降雨，对房屋、工厂和关键基础设施造成广泛破坏，导致至少6人死亡。以塑料和金属加工业闻名的莱里亚-大马里尼亚工业区是受灾最严重的区域之一。

美團（03690）收購內地生鮮電商企業「叮咚」附屬公司，初始代價7．17億美元 香港經濟日報HKET

格隆汇2月5日｜章源钨业公布2026年2月上半月长单采购报价：55%黑钨精矿67.00万元/标吨，55%白钨精矿66.90万元/标吨，仲钨酸铵（国标零级）97.00万元/吨，较2026年1月下半月长单采购报价均有上调。

文章提及标的 弘阳地产 -- 弘阳地产（HK1996）公告，2026年1月份的合约销售金额为人民币1亿元；销售面积为7523平方米；平均销售价格为每平方米人民币13323元。

China's dominance of the rare earths market is well known. This not only creates potential vulnerabilities for companies, should access to those rare earths ever get cut off, it also gives China significant leverage in trade negotiations right now. Of course, the issue is not that China is naturally endowed with more of these materials, but rather that, over the decades, it's built up an industrial ecosystem to mine and process them. So, is there any prospect of the US entering the arena in a way that's actually competitive? Our guest says yes. Heidi Crebo-Rediker is a senior fellow in the Center for Geoeconomics Studies at the Council on Foreign Relations. She was the US State Department's first chief economist and has undertaken an extensive study of the US position with respect to rare earths. She discusses the resources we have right now, and the technologies and policies that could make the US competitive in this arena. (Source: Bloomberg)

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)

美團：擬7.17億美元收購叮咚 AASTOCKS.com

Kingstone Capital Partners Texas LLC raised its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 138,153 shares of the computer hardware maker's stock after purchasing an additional 4,679 shares during the period. NVIDIA accounts for about 14.9% of Kingstone Capital Partners Texas LLC's holdings, making the stock its biggest position. Kingstone Capital Partners Texas LLC's holdings in NVIDIA were worth $25,777,000 as of its most recent filing with the Securities & Exchange Commission. Get NVIDIA alerts: Sign Up Several other institutional investors have also modified their holdings of the stock. State Street Corp increased its position in shares of NVIDIA by 1.0% during the second quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker's stock worth $154,556,803,000 after purchasing an additional 9,554,857 shares in the last quarter. Geode Capital Management LLC increased its position in NVIDIA by 1.5% during the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker's stock worth $91,150,170,000 after buying an additional 8,521,936 shares during the period. Norges Bank purchased a new stake in NVIDIA in the second quarter valued at approximately $51,386,863,000. Legal & General Group Plc boosted its holdings in shares of NVIDIA by 1.5% in the second quarter. Legal & General Group Plc now owns 178,593,475 shares of the computer hardware maker's stock valued at $28,215,983,000 after acquiring an additional 2,623,678 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its position in shares of NVIDIA by 2.8% during the second quarter. Charles Schwab Investment Management Inc. now owns 155,668,775 shares of the computer hardware maker's stock worth $24,594,110,000 after acquiring an additional 4,209,423 shares during the l...

美团（K83690）公告，公司拟以7.17亿美元收购中国大陆领先的生鲜电商企业叮咚的全部已发行股份。根据协议，转让方可从目标集团提取不超过2.8亿美元的资金，但需确保目标集团净现金不低于1.5亿美元。此次收购将使目标公司成为美团（K83690）的间接全资附属公司，其财务业绩将并入美团（K83690）的财务报表。

Clean energy technologies – led by solar power and electric vehicles – drove more than one-third of China’s economic growth last year and over 90 per cent of the rise in investment, according to a new study. China’s clean energy industries generated a record 15.4 trillion yuan (US$2.1 trillion) in economic output in 2025, equivalent to 11.4 per cent of the country’s gross domestic product, the Centre for Research on Energy and Clean Air (CREA) found. If they were a country, the Chinese industries would now rank as the world’s eighth-largest economy, with an output rivalling the GDP of a nation such as Canada or Brazil, the Helsinki-based think tank said in the report released on Thursday. Advertisement “Without clean energy sectors, China would have missed its target for GDP growth of ‘around 5 per cent’, expanding by 3.5 per cent in 2025 instead of the reported 5.0 per cent ,” the CREA said. The figures reflected China’s “gigantic economic and financial bet” on the global energy transition, the report said, as Beijing strives to meet its dual carbon goals of hitting peak emissions by 2030 and achieving carbon neutrality by 2060. Advertisement Clean energy industries are expanding far faster than the broader economy in China, the report found, with annual growth accelerating from 12 per cent in 2024 to 18 per cent in 2025. Between 2022 and last year, the real economic value of China’s clean energy sector nearly doubled. The main drivers of that expansion have been China’s “new three” industries – electric vehicles, batteries and solar power – which together generated two-thirds of the sector’s value added and attracted more than half of total clean energy investment, according to the CREA.

47歲男子以600元人民幣行賄運輸署考牌主任，以圖換取考試及格，判囚八個月。

The adjusted consideration will be payable in cash in two installments: (i) 90% of the consideration payable at closing, and (ii) the remaining 10% payable following the Company's settlement of applicable taxes related to the Transaction. Under the terms of the Share Purchase Agreement, based on the balance sheet as of December 31, 2025, and after Dingdong (Cayman) Limited receives total cash not exceeding US$280 million from Dingdong BVI and its subsidiaries (provided that the remaining net cash of Dingdong BVI and its subsidiaries on a consolidated basis shall not be less than US$150 million), the Buyer will pay total cash consideration of US$717 million in the Transaction. This amount is subject to adjustments based on certain net cash, net working capital and other financial line items of the Target Company as of certain agreed upon dates. The Company's board of directors has approved the Company entering into the Share Purchase Agreement after a thorough review of the terms of Transaction with its financial and legal advisors. The consummation of the Transaction is subject to the satisfaction of customary closing conditions, including the receipt of antitrust and other required regulatory approvals. The Company plans to convene an extraordinary general meeting for shareholders to vote on approval of the Transaction. Pursuant to the Share Purchase Agreement, Dingdong has agreed to sell to the Buyer all issued and outstanding shares of Dingdong Fresh Holding Limited, Dingdong's wholly-owned subsidiary incorporated in the British Virgin Islands ("Dingdong BVI" or the "Target Company"), which holds through a series of wholly-owned and majority equity interest subsidiaries substantially all of the Company's operations in China (the "Transaction"). The Company's international business is not part of the Transaction and will be retained by the Company following any necessary reorganizational processes to be completed prior to the closing of the Transaction. SHANGHAI, ...

财联社2月5日讯（编辑 杨斌） 今日央行重启14天逆回购，投放3000亿元。权益市场走弱，债市表现较好，30年期国债收益率下行1BP。 国债期货收盘集体上涨，30年期主力合约涨0.38%报112.17元，10年期主力合约涨0.08%报108.32元，5年期主力合约涨0.07%报105.91元，2年期主力合约涨0.04%报102.434元。 银行间主要利率债收益率全线下行，截至下午16:30，10年期国债活跃券250016收益率下行0.45bp报1.8085%，30年期国债活跃券2500006收益率下行0.95bp报2.2415%，10年期国开活跃券250215收益率下行1.19bp报1.947%。 （数据来源：Wind，财联社整理） 一级市场招标情况如下： 交易所债券市场收盘。据Choice 数据统计显示，今日交易所市场非金信用债涨幅排行前五的分别是：H0中骏02、H9龙控01、24唐控01、23鑫通01、25金旭K2。具体如下： 据Choice 数据统计显示，今日交易所市场非金信用债跌幅排行前五的分别是：20雨经01、20天源债、21寿城01、23产融08、21利辛债。具体如下 业内人士指出，央行今日通过14天逆回购开始投放跨年流动性，市场对资金面的担忧较低，整体流动性环境较为充裕。盘中A股跳水，债市一度涨幅扩大，但整体拉升幅度有限，延续近期不强不弱、窄幅震荡的局面。临近春节，市场缺乏新增线索，波动可能趋于平淡。 公开市场方面，央行公告称2月5日以固定利率、数量招标方式开展了1185亿元7天期逆回购操作，操作利率1.40%，投标量1185亿元，中标量1185亿元。同时，以固定数量、利率招标、多重价位中标方式开展了3000亿元14天期逆回购操作。数据显示，当日3540亿元逆回购到期，据此计算，单日净投放645亿元。 资金面方面，Shibor短端品种多数上行。隔夜品种上行0.1BP报1.319%；7天期下行0.9BP报1.464%；14天期上行3.1BP报1.614%；1个月期上行0.05BP报1.5505%。 银行间回购定盘利率表现分化。FR001跌1.0个基点报1.41%；FR007涨1.0个基点报1.57%；FR014持平报1.63%。 银银间回购定盘利率多数持平。FDR001持平报1.32%；FDR007持平报1.5%；FDR014涨4.0个基点报1.61%。...

At 176MWdc, the Skull Creek Solar Plant underscores Zelestra’s growing role in the country’s renewable energy sector. Credit: Zelestra. Zelestra and Meta have signed a new power purchase agreement (PPA) for the Skull Creek Solar Plant in Texas, US, expanding their clean energy partnership. The agreement is part of Meta’s commitment to powering its operations with 100% renewable energy. The project contributes to a total solar capacity of around 1.2 gigawatts-direct current (GWdc) across seven projects in the US under their collaboration, all set to be operational by 2028. Two of them entered construction late last year and the remainder will be built this year. At 176MWdc, the Skull Creek Solar Plant underscores Zelestra’s growing role in the country’s renewable energy sector, as it continues to develop a 15GW portfolio of clean energy projects. The company’s solutions are tailored to meet the evolving needs of hyperscalers and corporate clients. 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 recent commissioning of the 81MWdc Jasper County Solar Project in Indiana marks the first operational deployment of Zelestra and Meta’s joint initiatives. Zelestra US CEO Phil North said: “Our clean energy collaboration with Meta is gathering momentum across the US. We are delighted to welcome full operations at Jasper County and start of construction at two further major projects, at the same time as closing another major agreement that will enable the construction of Skull Creek in Texas. “Thanks to our forward-looking partnership, nearly 1.2GWdc of new clean solar power will soon be operational in the US.” In November 2025, Zelestra signed a long-term PPA with Microsoft covering solar projects in Spain with a total capacity of 95.7 megawatts-alternating current. Under the con...

东南网架（002135）公告，公司于近日收到招标单位杭州萧山环投娱雪文化有限公司发来的《中标通知书》，确定公司与潮峰钢构集团有限公司、浙江大学建筑设计研究院有限公司组成的联合体为“南站单元XS110203-02、XS110203-28地块文化产业项目EPC工程总承包”的中标单位。本项目中标总金额为人民币9.94亿元。本次中标项目为联合体中标，公司所涉及签约金额以后续各方签订具体实施协议约定为准。

财联社2月5日讯（编辑 周子意） 索尼公司周四（2月5日）公布，其季度营业利润较预期大幅增长 22%，与此同时，索尼还上调了全年业绩预测。 由于日元走软，这帮助该公司减轻了 PlayStation 5 销量放缓带来的影响。 财报显示，索尼公司2025财年第三季度（截至12月的三个月里）经营利润5150亿日元，同比增长 22%，超出分析师预期；净利润3773亿日元，同比增长11%；销售额增长1%，达到3.71万亿日元。 公司上调了全年展望，预计全年经营利润将达到1.54万亿日元，超出此前预计的1.43万亿日元。 此外，该公司还宣布扩大股票回购计划，将股票回购计划的规模扩大至1500亿日元，而此前的计划规模为1000亿日元。 在亮眼财报的推动下，索尼股价周四（2月5日）在亚洲交易时段最高上涨了近6%，创下自去年11月以来最大涨幅。 业务细分 业务细分来看，其图像传感器和音乐部门的出色表现助力公司季度整体营业利润超出预期9%。 其中，图像传感器部门的销售额增长了21%；而索尼的音乐业务收入则在流媒体服务、现场活动以及音乐周边商品销售方面增长了13%。 相比之下，游戏与网络服务部门（包括）存在喜忧参半的情况。该部门第三财季销售额为1.613万亿日元，同比减少687亿日元，这主要归因于主机PlayStation 5 的销售低迷。 从数据来看，在10月至12月这一季度索尼售出了800万台PlayStation 5游戏机，其中还包括重要的年终购物季。与去年同期相比，这一数字下降了16%。 不过，得益于游戏软件下载和PlayStation Plus会员订阅业务的良好表现，游戏部门的利润仍增长了19%，达到1408亿日元。 外部发行商推出的《战地 6》《使命召唤：黑色行动 7》，以及索尼自研的《羊蹄山之魂》等多款重磅游戏，助力PlayStation软件业务实现增长，游戏软件销量升至9720万份。 潜在风险 在公布优秀成绩单的同时，该公司也提醒了潜在风险，称受到硬件成本影响，整个游戏与网络业务部门的盈利能力将可能有所下滑。 PlayStation主机主要依赖动态随机存取存储器（DRAM）芯片，而这类芯片目前供应紧张，因为人工智能和数据中心运营商的需求激增，因此不少市场人士已预计索尼的硬件业务预计今年将面临零部件成本上涨的逆风。 市场研究机构TrendForce本周预测，本季度传统DRA...

财联社2月5日讯（编辑 梓隆）， 今日（2月5日）， 白酒 板块再度活跃，截至收盘，中证白酒指数连涨4日。个股方面， 皇台酒业 涨近6%， 贵州茅台 、 舍得酒业 、 古井贡酒 涨超1%。其中，贵州茅台今日盘中股价创2025年5月以来近9个月新高。 注：中证白酒指数连涨4日（截至2月5日收盘） 茅台重返千五关口，融资余额连降五日 作为板块第一权重龙头，贵州茅台的股价动向一直是市场关注焦点。在1月下旬一度迎来9连跌后，其股价自1月29日起快速反弹，至今共累计回升17.5%，跑赢市场98.6%个股同期表现。其中，贵州茅台1月29日大涨8.6%，全天成交额263亿元，为“924”行情以来第三高单日涨幅纪录，仅次于2024年9月26日（9.3%）、2024年9月24日（8.8%）。 注：贵州茅台近期股价持续拉升（截至2月5日收盘） 从资金面来看，贵州茅台近期遭融资客大幅减持。截至2月4日数据，其融资余额连降5日，从1月28日创下的高点200.86亿元回落至目前的175.93亿元，累计减少24.9亿元，降幅达12.4%。其中，贵州茅台2月4日遭融资客减持11.72亿元，单日融资净卖额创 历史新高 。目前，贵州茅台以176亿元的融资余额规模在全市场中位居第7位。 注：贵州茅台近期融资余额变动情况（截至2月5日数据） 受股价持续走高提振，贵州茅台近期市值规模也逐步回升，截至今日收盘，其目前A股市值（A股股本*A股股价）以1.9万亿元的规模位列市场第三位，仅次于农业 银行 、 工商银行 。同时，贵州茅台目前与全市场股价第二高的 寒武纪 之间的价差扩大至497元，时隔近5个月再度逼近500元。 注：贵州茅台、寒武纪近期股价变动情况（截至2月5日收盘） 白酒股普遍迎修复，板块均价再次登顶 近1周以来，白酒板块迎来探底回升，以近7个交易日（1月28日至2月5日）统计，20只概念股平均上涨近11.6%，中位数涨幅达10.1%。其中，皇台酒业、 金徽酒 表现较为活跃，涨幅分别达60.1%、22.2%，期间分别录得4次、2次涨停行情。贵州茅台、 酒鬼酒 、 水井坊 、 泸州老窖 、舍得酒业等共9股区间涨幅也在10%以上，而 *ST岩石 则唯一收跌。 注：白酒股近7日涨跌幅情况（截至2月5日收盘） 在一众成分股的带动下，白酒板块个股均价也随之攀升。以申万二级板块统计，其目前平均价格达127.07...

财联社2月5日讯（编辑 黄君芝） 不出意外的话，美联储今年即将告别“鲍威尔时代”，迎来“沃什时代”。但鉴于沃什过去鹰派的言论，许多分析人士担心美联储的“降息之路”就此打住。 然而，高盛似乎并不这么认为。该行在最新报告中指出， 市场可能再次误判了这位美联储新主席的实际立场，沃什领导的美联储未必会导致利率抬高，降息和量化宽松政策仍在考虑之中。 高盛外汇策略师Mike Cahill表示，仅凭沃什此前言论判断其政策取向是错误的，“愿意降息是他获得这份工作的先决条件”。 特朗普周三也指出，若其提名的美联储主席人选曾表达过加息意愿，那么这个人就不会获得这一工作机会。他毫不怀疑利率 “很快就会下调”。 众所周知，降低利率可以降低失业率，但会导致通货膨胀，反之亦然。正是由于这种动态，即将卸任的鲍威尔去年直到9月份才对利率问题采取行动，他担心降息会加剧通货膨胀。沃什上任后的利率路径无疑是市场最关心的问题， 高盛预计美联储今年将降息2次。 高盛指出， 沃什似乎并不担心通胀会在经济中根深蒂固，而且认为人工智能会造成通缩。 报告称，“他（沃什）认为，特朗普政府2025年的放松管制政策和潜在的支出削减将足以抑制通胀，抵消关税对价格的任何一次性影响。而且，沃什认为‘人工智能将成为一股重要的抑制通胀的力量’，所以美联储不应仅仅因为GDP强劲增长就维持高利率。” “我们已初步预测6月份将再次降息25个基点，随后9月份将进行最后一次降息。” 高盛报告补充道。 另一些人则更为乐观。投顾公司Navellier & Associates的创始人Louis Navellier认为，人工智能对生产力的通缩影响将为美联储采取更加宽松的政策铺平道路。 “毫无疑问，人工智能正在提高生产力，同时也减少了美国企业的就业岗位，因此美联储今年至少会降息三次，”他补充道。 缩表问题 高盛还指出， 该行不认为沃什会推动资产负债表大幅缩减， 因美联储内部对“充足准备金”框架有广泛支持，并直言激进缩表对风险资产破坏性太大。 在资产负债表问题上，沃什是个长期批评者。他反对此前的QE2（第二次量化宽松），认为庞大的资产负债表扭曲市场、加剧不平等并助长通胀。他主张将降息与缩表结合，以相互抵消对金融环境的影响。 但高盛预计，尽管沃什希望缩减美联储的资产负债表规模，但其他美联储官员可能不会对此表示太多支持。该行报告称，美联储官员在过去十几年...

财联社2月5日讯（实习编辑 黎行伟/编辑 齐灵） 数据显示，阿联酋非石油公司在1月新订单增长速度创下近两年来新高，体现当地私营部门需求正在增强。 根据标普全球发布的最新采购经理人指数（PMI）报告，阿联酋的PMI在1月份达到54.9，高于12月份的54.2，达到11个月以来的新高。 阿联酋非石油企业对未来预期表现出乐观态度，得益于需求状况改善和扩张计划，商业预期升至15个月来最高水平。 PMI数值高于50表明非石油行业的商业活动处于扩张状态 标普全球市场情报高级经济学家大卫·欧文表示：“阿联酋非石油经济年初表现稳健，新订单大幅增加，促使企业提高产量并大幅增加采购。” 阿联酋非石油行业的持续增长反映了整个中东和北非地区的广泛趋势，这些国家正在推行经济多元化，以减少对原油收入的依赖。 报告显示，阿联酋1月新订单量增速达到22个月以来的最高水平。主要因素包括国内需求增强、市场对新产品的积极响应以及整体经济状况的改善。 行业人士指出，当地房地产与科技等行业的表现尤为活跃，共同推动了非石油经济的增长。 报告分析指出，1月份企业采购活动出现六年半以来最显著的增长，对投入品价格形成强劲压力，导致该行业成本通胀攀升至18个月以来最高点。 欧文表示，企业普遍面临原材料等多项成本的增加，但为避免在市场竞争中处于劣势，企业选择保持原有售价。 沙特在中东领先 标普全球的报告中还指出，沙特是中东非石油业务活动的领先地区，其1月份PMI达到56.3，主要受产出增长、市场状况改善和客户需求增强推动。 得益于客户支出的改善与市场信心的增强，阿联酋的迪拜酋长国非石油私营部门的运营条件也得到改善，1月新业务增长创下22个月新高，企业销售增速达到2024年3月以来的最高水平。 报告指出，中东地区也存在PMI下降区域。黎巴嫩增长势头明显减弱，一月PMI低于去年12月的51.2，降至50.2，处于六个月低点。受军事冲突影响，当地受访企业对未来12个月的商业形势展现出悲观态度。

格隆汇2月5日｜道达尔能源宣布与空客签署两份清洁可靠电力供应合同，将向后者位于德国和英国的所有主要设施供应3.3太瓦时（TWh）电力。电力将来自总装机容量200兆瓦的新建可再生能源设施。

The FTSE 100 (^FTSE) and European stocks were mixed on Thursday as traders awaited the latest decision on interest rates from the Bank of England (BoE) and the European Central Bank (ECB). Both are expected to leave their respective rates unchanged later today. UK interest rates currently stand at 3.75% as inflation rose to 3.4% in the year to December. Money markets indicated a marginal 5% chance that Threadneedle Street lowers interest rates to 3.5% at noon, and a 95% likelihood for a hold. Read more: Bank of England set to hold interest rates at 3.75% but cuts loom The nine-member monetary policy committee (MPC) narrowly voted for a cut in December, and almost two quarter-point cuts are expected by the end of this year. Laith Khalaf, head of investment analysis at AJ Bell, said: "It’s extremely unlikely the Bank of England is going to do anything but hold interest rates where they are at its February meeting. The Bank reduced rates in December and has clearly indicated it wants to adjust policy gradually, so consecutive cuts are pretty much unthinkable in the current economic environment.” Meanwhile, interest rates in the eurozone are already the ECB's target of 2%, with inflation falling to 1.7% in January thanks to lower energy costs and a stronger euro. The annual inflation estimate was in line with economists’ forecast in a Reuters poll and also came in below the 2% figure recorded in December. Read more: Eurozone inflation cools to 1.7% as ECB set to hold interest rates Core inflation, which strips out more volatile energy, food, alcohol and tobacco prices, fell 0.1 percentage points to 2.2%, Eurostat revealed on Wednesday, reaching its lowest level since October 2021 — a four-year low. This was down from 2.3% in the year to December, according to the flash estimate. London’s benchmark index (^FTSE) was 0.2% lower in early trade. Germany's DAX (^GDAXI) was hovering over the flatline and the CAC (^FCHI) in Paris headed 0.3% into the green. The pan-European ST...