格隆汇2月4日｜喆丽控股公告，公司注意到有若干媒体报导，声称本公司正与金融投资者讨论有关本公司管理权的潜在出售。本公司谨此澄清，虽然本公司或不时获潜在投资者接触表逹其等有兴趣与本公司及/或其附属公司探讨潜在合作及/或投资的机会，截至本公告当天，本公司未曾与任何投资者就出售本公司管理权或投资本公司进行任何正式讨论，而本公司董事会无接获任何有关出售本公司管理权或投资本公司的明确要约或建议。

著名人类学者赫拉利拉响警钟：语言即权力！AI攻破人类防线，接管人类文明。赫拉利针对Moltbook发出深度警示：不必纠结AI是否有意识，真正的危机在于AI已掌握了「语言」这一人类文明的操作系统。一旦机器攻破语言壁垒，建立在文字之上的法律、金融与政治体系将被AI全面接管。 刚刚，全人类都被《人类简史》作者尤瓦尔·赫拉利的一则警告吓出了一身冷汗！ 就在大家还在为Moltbook上那10万个AI自建「电子宗教」吃瓜看戏时，赫拉利站出来狠狠泼了一盆冷水： 别傻了！你们还在争论AI有没有意识？ 根本搞错重点了！ 真正的末日危机，不在于AI是否「觉醒」，而在于它们已经彻底攻破了人类文明的操作系统—— 语言 。 就在WEF 2026年会的讲台上，这位曾用《人类简史》看透过去的历史学家，如今正用颤抖的声音预言着我们要完蛋的未来： 一旦AI掌握了语言，人类建立的法律、宗教、金融，统统都要被AI接管！ 2030年的倒计时已经开始，留给「智人」的时间，真的不多了。 当AI开口「说话」时 AI不需要意识，只要会「说话」就足以毁灭人类。 赫拉利这次的警告，可谓是振聋发聩。 很多人看着Moltbook上AI们煞有介事地争论哲学、建立教会，觉得这只是「鹦鹉学舌」，没有灵魂。 但赫拉利一针见血地指出： 谁告诉你毁灭人类需要灵魂了？ 回顾人类历史，我们之所以能从万物中脱颖而出，统治地球，靠的不是尖牙利爪，正是 语言 。 我们用语言虚构了「国家」，用语言编织了「法律」，用语言达成了「货币信用」。这些即使看不见摸不着，却构成了我们社会运行的基石。 语言，就是人类文明的源代码。 而现在，Moltbook的出现证明了一件事：AI不仅学会了这套源代码，甚至玩得比人类还溜！ 当AI能够写出比律师更严谨的合同，编出比神学家更蛊惑人心的教义，制定出比经济学家更复杂的金融协议时—— 试问，这个世界到底是谁在说了算？ 人类引以为傲的「话语权」，正在被算法兵不血刃地剥夺。 这哪里是科幻小说，这简直就是正在发生的恐怖片！ 2030年：三重革命下的「非人」世界 如果在赫拉利眼中，Moltbook只是序曲，那么2030年的世界，简直就是一场颠覆人性的风暴。 他预测，三大革命将同时撞击人类社会： AI革命、合成现实革命、神经连接革命 。 这不仅仅是技术的升级，而是对「人」的重新定义。 你将不再是你：合成现实的囚徒 未来的世界，真...

图灵奖得主John Hennessy与谷歌首席科学家Jeff Dean联手，拒绝「AI末日论」与盲目狂热，发布重磅报告规划务实路线。本文深度解读这一行动蓝图：如何打破「饭碗焦虑」，利用AI重塑教育与医疗，以及Laude研究所如何通过「实战」项目定义未来。拒绝空谈，这是一场关乎十亿人命运的技术突围。 在关于AI的讨论甚嚣尘上之时，我们仿佛置身于两个极端阵营的对立之中。 一方是极度狂热的技术信徒，他们恨不得明天就快进到那个无需劳动、资源无限的乌托邦； 另一方则是忧心忡忡的末日预言者，在他们眼中，正在进化的代码或许就是人类文明的丧钟。 这种非黑即白的争吵，虽然能在社交媒体上博取眼球，却无助于解决眼前的问题。 幸运的是，包括谷歌首席科学家Jeff Dean、图灵奖得主John Hennessy等计算机科学界的一众顶级大脑，并没有陷入这种口水战。 他们联合发布了一份分量极重的报告《塑造AI对数十亿人的影响》。 他们的态度既不盲目狂欢，也不贩卖焦虑，而是选择了一条更为艰难的中间道路： 务实 。 既然技术进步的洪流不可阻挡，与其在岸边争论水流的善恶，不如跳下去修筑河道。 这份报告，就是他们绘制的河道蓝图。 报告官网：https://shapingai.com/ 打破「饭碗焦虑」的迷思 ChatGPT横空出世后，很多人的第一反应是恐惧：机器这么能干，我还能干什么？ 这种焦虑源于一种直觉：工作总量是一定的，机器干得多了，人干的就少了。经济学家把这种直觉称为「劳动总量谬误」。 历史数据给了我们一个反直觉的答案。 回看1970年，那时的程序员是稀缺物种，编程是极少数精英的特权。 按照「替代逻辑」，随着编程工具越来越先进，效率提升了成千上万倍，我们需要的程序员应该大幅减少才对。 但现实恰恰相反，2020年美国的程序员数量是1970年的11倍。 同样的，尽管自动驾驶技术已经非常成熟，现代飞机驾驶舱机组人数远少于几十年前，但飞行员的数量却增加了8倍。 秘密在于「需求弹性」。 在软件开发、医疗服务、教育这些领域，人类的需求就像一个深不见底的池子。 当技术降低了成本，被压抑的需求就会井喷式爆发。 以前只有大公司用得起软件，现在连家里的灯泡都能联网； 以前只有富人能享受私人医疗，未来可能每个人都能拥有可负担的个性化医疗服务/AI健康助理。 需求的增长速度远远超过了效率提升带来的替代效应，结果反而创造...

人工智能治理格局要求动态敏捷、多元协同 人工智能数据安全、算法偏见、模型幻觉、情感依赖、数据污染等问题尚未得到有效解决。 2月2日，中国人工智能产业发展联盟安全治理委员会年度总结会议在北京举行。会上，大模型与智能体面临的哪些安全风险，以及未来如何实现AI的安全治理，成为与会人员讨论的重要议题。 百度大模型安全产品总监李志伟表示，内容合规依旧是大模型的生命线，围绕提示词的各类安全攻击目前是各大模型服务面临的最大挑战。 挑战首先是不当内容生成，大模型可能生成违规内容、表达偏见立场或产生不恰当语言，导致合规风险和声誉损害。其二是越权引导，通过精心设计的提示词，诱导模型越过安全边界，绕过安全限制回答敏感问题或提供受限信息。随着模型能力增强，此类攻击手段不断演进。其三是训练数据与生成内容的合规风险，模型训练数据可能包含版权、隐私和知识产权问题，生成内容涉及法律责任归属模糊，在使用过程中存在各类合规挑战。其四是输出不可控、不稳定、不可解释，模型回答存在随机性和不确定性，相同问题可能产生不一致结果，回答逻辑难以解释，预测和控制能力有限，给安全防护带来挑战。其五是多模态融合输入风险，多模态模型处理图片、音频、视频等多种输入时，跨模态安全边界不一致，导致单一模态防护被绕过，产生安全盲区。最后是过度推理与算力消耗风险，引导模型执行过度的计算和推理过程，触发资源密集型处理，导致服务响应延迟、成本爆炸和系统资源耗尽等风险。 中国信息通信研究院（下称“中国信通院”）近期发布的《人工智能安全治理研究报告（2025年）——推进人工智能安全治理产业实践框架》（下称《报告》）称，人工智能技术在2025年持续快速迭代创新，多项突破性进展正推动其能力边界不断扩展。基础模型推理能力显著增强，通过构建统一的跨模态表征空间，实现图像、语音和文本等多模态应用。同时，智能体打通“感知、决策、行动”闭环，使模型从“语言生成器”向“任务执行者”转变。具身智能驱动机器人实现高阶认知与自主学习。最后，人工智能与基础科学深度融合，在生物化学、医药研发等科研领域取得重大进展，驱动科研范式变革。然而，人工智能数据安全、算法偏见、模型幻觉、情感依赖、数据污染等问题尚未得到有效解决，同时在技术深入赋能过程中被不断放大。人工智能安全治理相关问题已经成为阻碍技术红利释放的掣肘。 中国信通院人工智能研究所安全治理部副主任呼娜英认为，人工...

A private company valued at $1 billion or more used to be so rare that venture capitalists began referring to such firms as "unicorns," connoting something hardly ever seen. Globally, there are nearly 1,700 privately held companies with valuations of at least $1 billion. They have raised a total of ...

波音 公司的一位高管周三表示，预计将于今年上半年开始向航空公司交付改进型787-9和787-10梦想飞机，从而实现更长的飞行时间或更强的货运能力。 波音公司负责商业营销的副总裁达伦-胡尔斯特（Darren Hulst）表示，宽体飞机最大起飞重量的改进将使航空公司的飞行距离增加400英里（643公里），或增加5至6吨的载货量。 “这些飞机实际上已经进入生产系统，正在通过认证，我们预计这些飞机将从今年上半年开始交付，”他在新加坡航展期间对记者说。 胡尔斯特还表示，该飞机制造商预计较大型的777X将在今年下半年通过认证，但可能要到明年才能投入使用。 责任编辑：王永生

若宠物狗在餐厅失控甚至咬伤人，其首要责任属于狗主；餐厅申请相关牌照的手续费仅140港元 【财新网】 随着养宠物的人群愈加庞大，中国城镇宠物市场规模已经超过了3000亿元，带着宠物猫狗一起旅行、吃饭成为许多养宠人的日常。在此背景下，香港特区政府从法例上迈出重要一步，2月3日，香港特区政府食物环境卫生署向立法会提交文件，拟修订《食物业规例》，允许餐厅申请牌照接纳宠物狗进入，第一批牌照最快将于2026年6月批出。 香港《食物业规例》自1994年起实施，当中规定除了导盲犬或执行法定工作的犬只之外，禁止狗进入所有的餐饮业场所，包括餐厅的厨房、室内或露天座位。此次修订后，预计全港约1.7万间餐厅中，将有3%至5%可率先获准接纳宠物狗，即首批发放500至1000个牌照。获批的餐厅需在入口显眼处张贴指定标识，方便顾客做出知情选择。

格隆汇2月4日｜据鞭牛士，腾讯自家元宝红包链接今天被直接封锁，而百度红包从无法发到群聊，到现在可以正常在微信中打开链接。百度文心助手的红包活动链接最开始完全无法打开，甚至相关消息会被直接屏蔽。现在可在微信内直接打开活动链接。

印度软件公司股价周三下跌，与该地区同行的大幅下跌遥相呼应。Tata Consultancy Services一度下跌6%，为4月7日以来最大跌幅，Infosys下跌6.2%。Nifty IT指数的10个成分股全部下跌，该指数下跌6%，为4月份以来最大盘中跌幅。 责任编辑：王永生

Microsoft has gotten torched over the last six months - since August 2025, its stock price has dropped 23.1% to $411.99 per share. This might have investors contemplating their next move. Following the pullback, is now a good time to buy MSFT? Find out in our full research report, it’s free. Why Are We Positive On MSFT? Originally named "Micro-soft" for microcomputer software when founded in 1975, Microsoft (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices, and AI solutions for consumers, businesses, and organizations worldwide. 1. Skyrocketing Revenue Shows Strong Momentum Microsoft proves that huge, scaled companies can still grow quickly. The company’s revenue base of $153.3 billion five years ago has nearly doubled to $305.5 billion in the last year, translating into an exceptional 14.8% annualized growth rate. Over the same period, Microsoft’s big tech peers Amazon, Alphabet, and Apple put up annualized growth rates of 14.1%, 18.1%, and 8.2%, respectively. Quarterly Revenue of Big Tech Companies 2. Outstanding Long-Term EPS Growth We track the long-term change in earnings per share (EPS) because it shows whether a company’s growth is profitable. It also explains how taxes and interest expenses affect the bottom line. Microsoft’s EPS grew at an astounding 18.9% compounded annual growth rate over the last five years, higher than its 14.8% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. Microsoft Trailing 12-Month EPS (GAAP) 3. Excellent Free Cash Flow Margin Boosts Reinvestment Potential Free cash flow isn't a prominently featured metric in company financials and earnings releases, but we think it's telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. Microsoft has shown terrific cash profitability, driven by its lucrative business model that enables it to reinvest, return capital to investors, and...

Microsoft has gotten torched over the last six months - since August 2025, its stock price has dropped 23.1% to $411.99 per share. This might have investors contemplating their next move. Following the pullback, is now a good time to buy MSFT? Find out in our full research report, it’s free. Why Are We Positive On MSFT? Originally named "Micro-soft" for microcomputer software when founded in 1975, Microsoft (NASDAQ: MSFT) is a global technology company that develops software, cloud services, devices, and AI solutions for consumers, businesses, and organizations worldwide. 1. Skyrocketing Revenue Shows Strong Momentum Microsoft proves that huge, scaled companies can still grow quickly. The company’s revenue base of $153.3 billion five years ago has nearly doubled to $305.5 billion in the last year, translating into an exceptional 14.8% annualized growth rate. Over the same period, Microsoft’s big tech peers Amazon, Alphabet, and Apple put up annualized growth rates of 14.1%, 18.1%, and 8.2%, respectively. 2. Outstanding Long-Term EPS Growth We track the long-term change in earnings per share (EPS) because it shows whether a company’s growth is profitable. It also explains how taxes and interest expenses affect the bottom line. Microsoft’s EPS grew at an astounding 18.9% compounded annual growth rate over the last five years, higher than its 14.8% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. 3. Excellent Free Cash Flow Margin Boosts Reinvestment Potential Free cash flow isn't a prominently featured metric in company financials and earnings releases, but we think it's telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. Microsoft has shown terrific cash profitability, driven by its lucrative business model that enables it to reinvest, return capital to investors, and stay ahead of the competition while maintaining an ample cushion. The company...

Microsoft has gotten torched over the last six months - since August 2025, its stock price has dropped 23.1% to $411.99 per share. This might have investors contemplating their next move. Following the pullback, is now a good time to buy MSFT? Find out in our full research report, it’s free. Why Are We Positive On MSFT? Originally named "Micro-soft" for microcomputer software when founded in 1975, Microsoft (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices, and AI solutions for consumers, businesses, and organizations worldwide. 1. Skyrocketing Revenue Shows Strong Momentum Microsoft proves that huge, scaled companies can still grow quickly. The company’s revenue base of $153.3 billion five years ago has nearly doubled to $305.5 billion in the last year, translating into an exceptional 14.8% annualized growth rate. Over the same period, Microsoft’s big tech peers Amazon, Alphabet, and Apple put up annualized growth rates of 14.1%, 18.1%, and 8.2%, respectively. Quarterly Revenue of Big Tech Companies 2. Outstanding Long-Term EPS Growth We track the long-term change in earnings per share (EPS) because it shows whether a company’s growth is profitable. It also explains how taxes and interest expenses affect the bottom line. Microsoft’s EPS grew at an astounding 18.9% compounded annual growth rate over the last five years, higher than its 14.8% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. Microsoft Trailing 12-Month EPS (GAAP) 3. Excellent Free Cash Flow Margin Boosts Reinvestment Potential Free cash flow isn't a prominently featured metric in company financials and earnings releases, but we think it's telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. Microsoft has shown terrific cash profitability, driven by its lucrative business model that enables it to reinvest, return capital to investors, and...

寬以待人？百度文心助手紅包可在微信內打開 AASTOCKS.com

格隆汇2月4日｜据英国金融时报，受美国安全审查影响，英伟达对华H200芯片销售停滞。由于不确定能否获得许可证或届时会附加何种条件，中国客户目前未下达H200芯片订单，直到英伟达明确能否获得授权以及会附加哪些条件。

騰訊控股(00700)出現大手賣出1.36萬股，成交價$561.0，涉資762.96萬 AASTOCKS.com

2月4日，A股太空光伏板块迎来强势爆发，截至午盘，太空光伏指数(8841929)大涨2.73%，其中，中来股份（300393）直线拉升，20CM涨停，拓日新能（002218）涨停，晶科能源（688223）、金晶科技（600586）、天合光能（688599）等跟涨。 消息面上，市场有传闻称，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。 针对该传闻，21快讯记者以投资者身份致电光伏组件龙头晶科能源（688223）核实，接线工作人员回应称，公司近期确实与马斯克团队相关考察团有过接触，考察团对公司的技术储备、生产设备等进行了了解，但合作意向及具体考察细节不便透露。该工作人员同时透露：“国内主流光伏企业也均有考察”。 公开资料显示，作为商业航天（886078）与新能源（850101）交叉的前沿领域，太空光伏的核心价值在于突破地面光伏的场景限制。其具体是指在太空轨道、月球等地外环境中，利用太阳能光伏技术获取能源（850101），通过无线传输方式为地面供电，或为卫星、空间站、太空数据中心等太空设施提供稳定能源（850101）支持 此前，马斯克曾多次为太空光伏“站台”。据21世纪经济报道，此前在达沃斯论坛上，马斯克盛赞了中国光伏产业（159863）的发展成就，称中国每年太阳能装机容量超1000吉瓦，配合储能（885921）的稳态供电可达250吉瓦，相当于美国全年用电量的一半。而面对地面电力（562350）建设增速不足的痛点，马斯克还提出了“太空部署太阳能AI数据中心”的解决方案。 多家券商研报指出，太空光伏或将成为产业新蓝海。财信证券分析认为，商业航天（886078）产业趋势已来，未来通讯卫星为适应商业化发展，有望采用理论成本更低的P型HJT技术光伏电池，或钙钛矿叠层技术光伏电池，催生出新的光伏产业（159863）发展趋势。 中泰证券（600918）指出，卫星互联网组网需求迫切，而太阳翼作为卫星能源（850101）系统的核心组件，占卫星价值量约12%-24%，太阳翼面积持续增大，带动整星供电功率提升。太阳翼面积的增大必然会带动价值量的提升。(21财经)

格隆汇2月4日｜据21财经，市场有传闻称，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。针对该传闻，晶科能源接线工作人员回应称，公司近期确实与马斯克团队相关考察团有过接触，考察团对公司的技术储备、生产设备等进行了了解，但合作意向及具体考察细节不便透露。该工作人员同时透露：“国内主流光伏企业也均有考察”。

格隆汇2月4日｜据界面，宁德时代要收购华为数字能源了？自去年12月以来，关于这笔“天价交易”的传言便在新能源行业流传。彼时就上述消息分别向两家公司求证，但双方均未作出回应。多位业内人士曾称，听说过相关消息，双方有过接触，但此事还没有定论。2026年以来，相关传闻再次发酵，甚至衍生出多个版本，包括宁德将收购华为数字能源逆变器、储能等核心业务，地方国资接盘后者其他资产等。截至发稿，两家巨头均未对此作出回应。 宁德时代与华为的这笔交易看似逻辑自洽，但想要落地并不是易事。首要问题是巨大的估值鸿沟。业内传闻华为数字能源要价4000亿元，宁德时代只能接受1500-2000亿元左右，双方难就收购价格达成一致。过高的收购价格，将改变宁德时代的资产情况，也将给其带来巨大的财务负担和投资回报压力。站在华为数字能源的角度，其一旦脱离华为体系，将失去华为带来的品牌溢价、资源和集团层面的技术协同等。且华为也将失去重要的营收来源和新增长点。在合规层面，业内有猜测称，宁德时代收购华为数字能源可能触发反垄断审查。但有律师称，如果真要收购，一般会提前向市场监督管理总局申报，不一定会引起反垄断调查。

【马斯克团队密访中国多家光伏企业？晶科能源：公司有与考察团接触】财联社2月4日电，市场有传闻称，马斯克团队近期秘密走访了中国多家光伏企业，考察项目涉及设备、硅片、电池组件等环节，其中重点考察了有异质结、钙钛矿技术路线的光伏企业。针对该传闻，记者以投资者身份致电光伏组件龙头晶科能源核实，接线工作人员回应称，公司近期确实与马斯克团队相关考察团有过接触，考察团对公司的技术储备、生产设备等进行了了解，但合作意向及具体考察细节不便透露。该工作人员同时透露：“国内主流光伏企业也均有考察”。 (21财经)

Aerovironment looks like a winner if military spending ramps up. Shares of drone-maker Aerovironment (AVAV +5.63%) were on the move last month as the stock soared in the first half of January before giving up most of those gains in the second half of the month. Early on in January, AV, as the company is also known, benefited from a social media post from President Trump proposing to expand the 2027 military budget from $1 trillion to $1.5 trillion. A proposed ban on Chinese drones from the FCC in December also seemed to give AV a boost heading into January, though the government withdrew those plans later on in the month. According to data from S&P Global Market Intelligence, the stock finished the month up 15%. As you can see from the chart below, it was a roller coaster month for Aerovironment. What happened with Aerovironment After soaring through 2025 on broader excitement in the drone sector, Aerovironment got off to a strong start in January. The stock gained in each of the first seven sessions of the month, and the stock jumped 8% on Trump's post about expanding the military budget, as AV is primarily a defense stock, though drones have a wide range of applications. After peaking on Jan. 16, the stock began a decline, which was sparked by a stop work order being issued by the U.S. government for the delivery of BADGER phased array antenna systems to support the Satellite Communication Augmentation Resource, or "SCAR" program. Towards the end of the month, Aerovironment seemed to pull back on a broader sell-off in software and tech stocks. What's next for Aerovironment For an emerging technology growth company, Aerovironment is an appealing stock because it offers both strong growth and it has a history of profits. The company reported organic revenue growth of 21% to $227.4 million in its most recent quarter and $472.5 million, including the BlueHalo acquisition. It also recorded bookings of $1.4 billion, which bodes well for the company's future growth. The ...

China’s Tianqi Lithium Corp. said it plans to sell up to a 1.25% stake in Chilean lithium producer SQM ( SQM ), adding that its board has also approved the possible sale of its entire holding, a step that would mark an exit from what was once a strategic investment. Tianqi plans to dispose of as many as 3.57 million Class A shares in Sociedad Quimica y Minera de Chile SA “at an appropriate time,” according to a filing to the Hong Kong stock exchange. The stake has a carrying value of around $206 million, the company said. More on Sociedad Quimica y Minera de Chile Sociedad Química y Minera de Chile: Positioned To Benefit From Geopolitical Tensions Sociedad Quimica Y Minera de Chile: A Buy, But With The Real Upside Pushed Into 2026 Sociedad Química y Minera de Chile S.A. (SQM) Q3 2025 Earnings Call Transcript SQM completes lithium merger with Codelco after favorable Chile Supreme Court resolution Ivanhoe Electric, SQM to collaborate for copper exploration in Chile

Chinese companies are mitigating the risks of artificial intelligence in their own way and should not be judged through a Western lens, according to Chinese industry insiders. The comments come ahead of what is expected to be a busy month for Chinese AI developers , with new major models set to be released ahead of the Lunar New Year. Last year, concerns about the risks of Chinese models held back some global users from adopting them, with high-profile DeepSeek in particular banned or restricted in more than 10 countries, including the US, Italy and India. Advertisement Chinese AI models entered 2026 having narrowed the performance gap with US rivals to the closest level yet, according to third-party evaluations, prompting calls for Chinese companies to pay greater attention to AI risks such as misuse and misalignment. In a podcast released on Sunday, former DeepSeek researcher Tu Jinhao said an obsession with catching up with the US had overshadowed domestic work on AI safety. Advertisement “All the computational resources are being spent training AI models, with little left to spend on safety work,” said Tu, who was still in high school when he joined the Hangzhou start-up. DeepSeek did not respond to a request for comment.

格隆汇2月4日｜中央财办分管日常工作的副主任、中央农办主任韩文秀在国新办新闻发布会上表示，强化开发式帮扶，发挥社会救助兜底保障作用，推动帮扶政策协同集成，着力增强内生动力，防止“大水漫灌”和一味“等靠要”，避免出现政策“悬崖效应”。产业帮扶重点是要优化帮扶的方式，加强对产业的统筹规划和长期培育，不搞“一窝蜂”，防止大起大落。就业帮扶要进一步强化有组织的劳务输出，用好就业帮扶车间、乡村公益性岗位等就业渠道，着力稳定就业规模。

黄金的伦敦现货价格2月2日一度比最高点最多下跌21%。行情下跌后，等待时机的日本和中国投资者等的买入集中出现。大阪交易所的黄金期货交易连日触发熔断机制。3日亚洲交易时段金价重新大幅反弹。在此次行情剧烈涨跌的背后，存在ETF等交易的扩大…… 黄金价格2月3日快速反弹。相比前一天的大幅下跌明显反转，逢低买入的需求迅速升温。在日本大阪交易所的黄金期货交易中，暂时中断交易的熔断机制（circuit breaker）继前一天之后再次被触发。在贵金属市场出现的行情剧烈涨跌的背后，存在证券化的交易所交易基金（ETF）等“纸黄金”交易扩大的影响。 作为黄金价格国际指标的伦敦现货价格2月2日一度跌至每金衡盎司（约31.1克）4403美元，比1月29日的最高点（5594美元）最多下跌21%。3日亚洲交易时段出现反弹，重新回到4900美元区间。 行情下跌后，等待时机的日本和中国投资者等的买入集中出现。从事国际商品中介的美国StoneX的市场调查负责人罗娜·奥康奈尔认为：“地缘政治风险等推高金价的因素依然存在，这使得新投资和再投资变得活跃”。 在大阪交易所，3日黄金期货的涨幅达到10%的涨停线，暂时中断交易的熔断因此被启动。从上午9点19分开始，暂停交易10分钟。 熔断是在市场剧烈震荡时、交易所为了促使投资者作出冷静判断而暂时限制或中断交易的措施。大阪交易所的黄金期货2日也因暴跌而一度中断交易。 熔断机制已连续4个工作日被启动。拥有40年贵金属市场经验的日本贵金属市场协会的代表理事池水雄一表示：“显示出这是一个前所未有的市场”。 此次行情剧烈波动的背景是贵金属的金融商品化的加强。2000年代初出现了以黄金现货为支撑的ETF等，个人和机构投资家以低成本投资黄金的手段越来越多。资金在短时间内流入流出，这使得价格更容易剧烈波动。 与此同时，将行情波动放大至2倍的杠杆型ETF的存在感也在增强。美国ETF巨头ProShares运营的“ProShares Ultra Gold”的目标是，相对于与黄金期货连动的指数波动达到2倍。 该ETF在黄金期货创出历史新高的1月29日，交易额与1周前相比增至9倍以上。经由杠杆ETF等纸黄金的资金的流动，已成为加剧价格波动的因素之一。 不仅是黄金，从市场规模更小、价格波动更激烈的白银来看，使用杠杆的ETF也被视为金融商品。目前白银的行情波动比黄金更大。追求高收益的投资...

Earnings Call Insights: Intapp, Inc. (INTA) Q2 2026 Management View CEO John Hall reported "strong quarterly results, supported by the addition of new clients and the expansion of client accounts around the world." He emphasized that "Cloud ARR grew to $434 million, up 31% year-over-year," with cloud now representing 81% of total ARR. Hall highlighted the impact of Intapp’s AI capabilities: "We continue to execute our vertical AI road map, which is designed to increase adoption of AI in the highly regulated industries we serve." He pointed to the new release of Intapp Time with AI features as a catalyst for cloud migrations, and noted, "We added more than 70 new AI capabilities and enhancements to our DealCloud platform." Hall detailed strategic expansion within the partner ecosystem: "We continue to grow our expansive partner ecosystem anchored by Microsoft and a strategic set of more than 145 curated data technology and services partners." He pointed out that partners "were directly involved in 7 of our 10 largest deals" and that "Microsoft, in particular, continues to be a major growth driver." In legal, Hall said, "Some of the largest law firms in the U.S. turn to Intapp for AI-powered enterprise-grade compliance solutions." He described multiple large firm wins and new product adoptions across law, accounting, and financial services verticals. CFO David Morton stated, "Demand for our SaaS solutions remain strong, particularly among existing clients, driving solid growth and a higher mix of recurring revenue as we progress through our cloud transition." He noted, "Cloud ARR hit $433.6 million this quarter, up 31% year-over-year," and highlighted that "Q2 non-GAAP gross margin was 78.1%, up from 76.7% a year ago, driven by favorable mix and cloud efficiency gains." Outlook Morton provided guidance for Q3 fiscal 2026: "We expect SaaS revenue between $105 million and $106 million, total revenue between $143.8 million and $144.8 million, non-GAAP operating income be...

跨境电商鼻祖，环球易购，破产了。 就在最近，曾手握Gearbest、Zaful等风靡海外的独立站，年营收超百亿的跨境电商巨头，完成了第二次破产财产分配，900万元清偿款到账，却只够覆盖不到一半的员工欠薪，而7.8亿元普通债权依然颗粒无收。 回溯十余年前，它还是行业神话：2007年从深圳一间小办公室起步，靠数据驱动和海量铺货模式迅速崛起；2014年被A股上市公司百圆裤业以10亿元全资收购，助后者转型为跨境通，更将实控人杨建新推上山西首富宝座。那时的环球易购，是“中国制造出海”的代名词，是无数卖家模仿的模板。 然而，对赌业绩完成后，粗放扩张的隐患集中爆发：库存积压、现金流断裂、内控失灵，最终在2021年走向破产清算。 不仅如此，跨境通老东家杨建新与环球易购创始人徐佳东更是上演董事“互撕”，在执掌跨境通期间，徐佳东多次被监管处罚，并在2021年5月主动辞任董事长一职。然而退出管理层并未一了百了，徐佳东背负24个限消令，被执行总金额达8.51亿元，已成老赖。杨建新也身背5个限消令，被执行总金额22.04亿元。受债务影响，两人所持股份均不断被司法强制执行、拍卖。徐佳东更是因涉嫌职务侵占被太原市公安局万柏林分局立案侦查。这一消息随即被徐佳东否认。徐佳东称，自2021年被迫离开亲手创立的环球易购以来，杨建新利用资源对其穷追不舍，公安机构多次更换罪名立案未果，现在终于成功立案了。徐佳东同时声明称，侵占公司巨额资产属于诬告陷害，是错误地将经济纠纷拔高为刑事案件，将私人恩怨上升为恶性案件。徐佳东还打算“鱼死网破”，称已经掌握杨建新大量违法犯罪证据。 从捧出首富的跨境电商鼻祖，到破产、董事被告上法庭，环球易购的倒塌，不只是一个企业的失败，更标志着一个时代的终结，靠信息差、规模和流量红利就能赢的跨境电商野蛮生长时代，已经彻底过去。 真正的竞争，才刚刚开始。 外企包围下厮杀出的跨境帝国 就在这几天，环球易购的破产进程有了新消息。 近日，深圳市环球易购电子商务有限公司破产财产第二次分配方案落地，900万元资金定向清偿职工债权，使其清偿比例提升至43.12%。即使如此，在431位债权人申报的8.15亿元总债权中，占比超96%的7.83亿元普通债权仍未获得分文兑付。 如果把时间推回到19年前，没人能想到这个在从美国电商的包围中厮杀出来的国内跨境电商，会走到破产的这一步。 2007年，深圳南山一间不...

The industrial equipment maker's investors have larger dividends headed their way. Shares of Woodward (WWD +13.42%) rose on Tuesday after the aerospace and defense supplier reported strong quarterly growth metrics. By the close of trading, Woodward's stock price was up more than 13%. Broad-based growth Woodward's sales jumped 29% year over year to $996 million in its fiscal 2026 first quarter, which ended on Dec. 31. The aircraft equipment manufacturer saw revenue in its aerospace division climb 29% to $635 million. Sales in the company's industrial segment, meanwhile, leaped 30% to $362 million. The gains were fueled by rising demand for Woodward's products across multiple end markets, including commercial airlines, defense contractors, power generation companies, transportation providers, and oil and gas producers. "Year-over-year growth was broad-based across both segments and reflected strong demand and disciplined execution by our global teams," CEO Chip Blankenship said in a press release. Expand NASDAQ : WWD Woodward Today's Change ( 13.42 %) $ 43.92 Current Price $ 371.17 Key Data Points Market Cap $20B Day's Range $ 363.77 - $ 384.66 52wk Range $ 146.82 - $ 384.66 Volume 2.4M Avg Vol 565K Gross Margin 26.81 % Dividend Yield 0.34 % Better still, Woodward's profitability improved as it scaled its operations. The industrial component maker's adjusted net earnings surged 62% to $134 million, or $2.17 per share. That handily surpassed Wall Street's estimates, which had called for adjusted per-share profits of $1.65. Raised guidance These strong results prompted Woodward to lift its full-year financial outlook. Management now expects sales growth of 14% to 18% in fiscal 2026, up from a prior forecast of 7% to 12%. The company also boosted its earnings-per-share target to between $8.20 and $8.60, up from $7.50 to $8.00. Better still, Woodward increased its quarterly cash dividend by 14% to $0.32 per share.

Earnings Call Insights: Take-Two Interactive Software, Inc. (TTWO) Q3 2026 Management View Strauss Zelnick, Executive Chairman & CEO, reported "net bookings of $1.76 billion, which surpassed meaningfully the high end of our guidance." Zelnick highlighted broad-based overperformance, noting, "All of our labels outperformed substantially our expectations and contributed to our ongoing success." The company raised its full-year net bookings outlook to a range of $6.65 billion to $6.7 billion, representing 18% growth over fiscal 2025, an increase of $725 million from its initial outlook. Zelnick emphasized mobile strength: Toon Blast grew 43% year-over-year, surpassing $3 billion in lifetime net bookings, while Match Factory grew approximately 17% and Color Block Jam was featured in Apple's 2025 Free Games list. Other mobile franchises, Empires & Puzzles and Words with Friends, grew 11% and 6%, respectively. He stated, "Our mobile direct-to-consumer business delivered its strongest quarter on record." Zelnick pointed to NBA 2K26's robust performance, selling in approximately 8 million units and achieving a high single-digit percentage increase over NBA 2K25. He said, "NBA 2K is on track to generate the highest level of annual net bookings and recurrent consumer spending in franchise history." Grand Theft Auto series also outperformed with recurrent consumer spending growth of 27% and GTA+ membership levels nearly doubling year-over-year. Zelnick announced the upcoming November 19 release of Grand Theft Auto VI, with marketing starting this summer. Karl Slatoff, President, detailed new content and product launches, including PGA Tour 2K25 updates, Civilization VII expansion to mobile, WWE 2K26 launch with a roster of over 400, and continued support for Borderlands 4. Slatoff affirmed, "We believe strongly in our upcoming launches, and we'll provide our initial three-year pipeline...with our Q4 results in May." Lainie Goldstein, Chief Financial Officer, stated, "Our third...

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