2月2日下午，罗德里格斯（中）在委内瑞拉总统府观花宫会见美国外交使团团长多古（左三）。 （路透社） 委内瑞拉代总统罗德里格斯星期一（2月2日）下午在加拉加斯会见美国外交使团团长多古。两国已着手推进外交对话“路线图”，以解决双方共同关心的问题。 新华社报道，委内瑞拉新闻和通信部长皮雷拉通过社交媒体发文说，罗德里格斯当天下午在总统府观花宫会见多古（Laura Dogu）。皮雷拉还在社交媒体上说，罗德里格斯已指派普拉森西亚（Felix Plasencia）为委驻美外交代表。普拉森西亚未来几天将率团队前往美国履职。 委内瑞拉总统府新闻办同日发布简短消息说：“委内瑞拉和美国政府已着手推进一项路线图，以通过外交对话，在相互尊重和国际法的基础上，解决双方共同关心的问题。” 多古是美国国务院设在哥伦比亚首都波哥大的委内瑞拉事务代表处负责人，1月31日带队抵达委首都加拉加斯。 2019年1月，委内瑞拉与美国断交，美驻委使馆外交人员于当年3月全部撤离。2019年8月，美国国务院在波哥大开设委内瑞拉事务代表处。 今年1月3日，美军对委内瑞拉发动大规模军事打击，强行控制委总统马杜罗及他的妻子并将两人带到美国。美国总统特朗普称，美国将“管理”委内瑞拉直至实施“安全”过渡，美国大型石油企业将进入委内瑞拉投资。

Toyota Industries ( TYIDY ) on Tuesday reported mixed third-quarter results, posting net sales of ¥3,166.8 billion, up 4.8% year on year, while operating profit plunged 52.5% to ¥85.9 billion. It kept in place its ¥100 billion guidance for the fiscal year ending March 31, below Bloomberg estimates of ¥170 billion. Toyota Industries ( TYIDY ) said profits decreased year on year due to engine certification–related costs and the impact of U.S. tariffs. Profit before income taxes totaled ¥224 billion, a decrease of 28%. More on Toyota Industries Elliott raises stake in Toyota Industries, seeks better terms for privatization deal Reactions to Toyota Motor's higher buyout offer for Toyota Industries Seeking Alpha’s Quant Rating on Toyota Industries Historical earnings data for Toyota Industries Financial information for Toyota Industries

格隆汇2月3日｜澳洲联储主席布洛克：没有讨论加息50个基点，政策不会受市场驱动。委员会在利率问题上将保持谨慎，对利率没有特定路径的设想。在保持接近充分就业的同时努力降低通胀。

三星电机已着手推进半导体（881121）玻璃基板商业化项目，据确认，公司已将相关业务从原有的前沿技术研发组织转移至业务部门。一位熟悉内情的业内人士表示，此举意味着三星已开始为正式商用化做准备。不仅是在确保相关核心技术可用，同时也是在为量产和市场供货做准备。公司预计2027年以后实现量产，目前正在与全球客户共同开发样品。(科创板日报)

格隆汇2月3日｜新年首月，国家管网集团天然气管输业务迎来“开门红”，全月上、下载气量双双突破300亿立方米，同比增幅均超14%，创下历史同期新高。1月17日寒潮加剧以来，管网日供气量连续5天保持在10亿立方米以上高位运行，最高日供气量突破11亿立方米，刷新历史极值，有力保障了极端天气下的民生用能与经济平稳运行。

股指早盘冲高回落，后又再度拉升。商业航天概念几日沉寂后再次爆发，光伏、化工行业表现较为强势，贵金属板块受金价巨震影响，继续显著下跌

Bitcoin remained under pressure Tuesday, stalling after a brief rebound from a 10-month low as trader caution persisted in options activity. The original cryptocurrency was hovering around $78,500 by noon in Singapore, a day after bearish sentiment nearly pushed it to the lowest level since US President Donald Trump returned to the White House just over a year ago. Put options — contracts that protect against downside risk — have eased, but strike price concentrations show the market has not shaken off its jitters. The highest concentrations of put options indicate buy-side support at $75,000, making it a key support level, according to Deribit data . The token dropped as low as $74,541 on Monday before recovering. The next key support level is $70,000. “The BTC options market is showing signs of stabilizing as extreme downside fear begins to mean-revert,” said Sean McNulty, APAC derivatives trading lead at FalconX. “However, a weekly close below $75,000 would invalidate the current bounce higher, and potentially open a vacuum toward that $69,000 to $70,000 zone.” Bitcoin was up as much as 0.83% in early Asia trading on Tuesday, breaking past $79,100 before giving up those gains. The cryptocurrency’s implied volatility index remained elevated at around 48.8, similar to Monday’s level, according to charting platform TradingView . “Turnaround Tuesday seems to be in effect,” said Jeff Anderson , head of Asia at STS Digital. “Markets got over their skis selling risk assets, and now that everyone has calmed down a bit, things rally off the lows.”

彩虹YH-1000S星期天（2月1日）在重庆梁平首飞成功。 （央视新闻截图） 全球首款混合动力无人运输机在中国重庆市首飞。 据央视新闻报道，由中国航天科技集团十一院研制的彩虹YH-1000S星期天（2月1日）在重庆梁平首飞成功。 该机型是继2025年5月彩虹YH-1000无人运输机首飞成功之后，又一款面向全球市场客户需求快速迭代的新机型。 首飞挂载了与新能源汽车头部企业联合研发的大功率混合动力总成，大幅缩短了起降距离、提升了载重和航程，圆满完成空中飞行性能验证。 彩虹YH-1000S机型是中国航天科技集团十一院面向适航标准设计研制的大型无人运输机，可在国际物流运输投送、应急救援减灾、人工影响天气、海洋监测、海事监管等领域发挥重要承载作用。

据新华社消息，全球AI产业正在快速发展并引发重大变革，但一些美国企业因涉嫌滥用AI技术而招致批评。2026年首月，AI技术在多领域应用加速，包括医疗、金融和制造业等。然而，技术滥用问题也浮现，引发围绕隐私、安全和伦理的广泛讨论。专家呼吁加强监管，以确保AI技术在推动社会进步的同时，避免潜在风险。美国企业需审慎使用AI，以维护公众信任和行业可持续发展。

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Meta Platforms (META) just followed up a strong quarter with an aggressive AI spending plan, telling investors it expects record first quarter revenue growth and significantly higher capital expenditures related to AI data centers. See our latest analysis for Meta Platforms. That spending message landed after a week of strong earnings headlines and upbeat guidance, with the share price now at US$706.41 and recent momentum still positive, including a 30 day share price return of 8.61% and a five year total shareholder return of 166.84%. If you are looking beyond Mega Cap tech and want to see where AI themed growth is showing up elsewhere in the market, now could be a good time to review high growth tech and AI stocks and compare what is catching attention. So with Meta trading at US$706.41 after a strong run, AI driven revenue guidance and record capex plans, are you looking at a rare mispricing here, or is the market already baking in years of future growth? Most Popular Narrative: 2.3% Undervalued According to the most followed narrative, Meta Platforms' fair value sits at $723.11, only slightly above the last close at $706.41. This frames its current AI spending surge in a tighter valuation range than the headline numbers might suggest. Meta Platforms (NASDAQ: META) has crossed a critical threshold. What began as a social media company is now a piece of global digital infrastructure, one that shapes communication, advertising, content distribution, and increasingly, artificial intelligence deployment at scale. That transition changes how the company should be evaluated. Growth still matters, but durability, governance, and legal exposure now play a much larger role in determining long-term value. As Meta’s influence expands, so does the scrutiny that comes with it. Read the complete narrative. Want to see what sits behind th...

美国总统特朗普在社交媒体最新发文：“具有强烈反犹倾向的哈佛大学一直向《纽约时报》投喂大量“废话”。长期以来，哈佛的表现一直非常糟糕！他们曾试图抛出一个复杂难懂的就业培训方案，但由于该方案完全不合格，且在我们看来根本不可能成功，因此已被拒绝。哈佛必须为其错误行径承担后果。 我们现在要向哈佛大学索赔10亿美元，并且将来不想再与这所大学有任何瓜葛。” 责任编辑：王永生

格隆汇2月3日｜印度官员：印度在协议下承诺采购美国商品的范围包括石油、国防、电子、制药、电信产品和飞机。

格隆汇2月3日｜日本东证指数涨3%，报3642.31点。

Across the more cautious commentary, recurring themes include concern that a lot of upside may already be reflected in the share price, that valuation relies on successful execution of multi year plans, and that near term risks around competition and foundry progress could challenge Intel's growth and the sustainability of higher price targets. Citi, in separate work on Intel's foundry packaging opportunity for companies such as Qualcomm, Apple and Broadcom, suggested those potential contracts would likely bring lower pricing and margins. This indicates that some analysts are cautious about how much value investors should assign to that part of the story. Raymond James, in earlier coverage, kept a Market Perform stance and flagged substantial execution risk. It pointed out that Intel lags foundry peers like TSMC and Samsung Foundry on several fronts, and that its shares were trading well above historic earnings multiples, which it saw as leaving limited room for error. Not all moves have been positive, with UBS, RBC Capital and Citi lowering their Intel price targets by US$1 to US$2 in late January 2026, and BofA reiterating that expectations are "well ahead of execution." This underscores ongoing concerns about how quickly Intel can deliver on its plans. Where analysts are constructive, they tend to point to growth momentum in data center and AI, perceived improvement in operational execution and cost discipline, and greater clarity on Intel's road map as reasons to justify higher valuation multiples or higher price targets. Several recent upgrades, including from HSBC, Seaport Research and Citi, indicate that a portion of the analyst community sees Intel's execution and foundry efforts, as well as an improved balance sheet and management changes in some prior research, as supportive of the long term plan, even if they remain watchful on delivery. KeyBanc, which upgraded Intel to Overweight with a US$60 target, highlighted strong data center and AI demand and repor...

Across the more cautious commentary, recurring themes include concern that a lot of upside may already be reflected in the share price, that valuation relies on successful execution of multi year plans, and that near term risks around competition and foundry progress could challenge Intel's growth and the sustainability of higher price targets. Citi, in separate work on Intel's foundry packaging opportunity for companies such as Qualcomm, Apple and Broadcom, suggested those potential contracts would likely bring lower pricing and margins. This indicates that some analysts are cautious about how much value investors should assign to that part of the story. Raymond James, in earlier coverage, kept a Market Perform stance and flagged substantial execution risk. It pointed out that Intel lags foundry peers like TSMC and Samsung Foundry on several fronts, and that its shares were trading well above historic earnings multiples, which it saw as leaving limited room for error. Not all moves have been positive, with UBS, RBC Capital and Citi lowering their Intel price targets by US$1 to US$2 in late January 2026, and BofA reiterating that expectations are "well ahead of execution." This underscores ongoing concerns about how quickly Intel can deliver on its plans. Where analysts are constructive, they tend to point to growth momentum in data center and AI, perceived improvement in operational execution and cost discipline, and greater clarity on Intel's road map as reasons to justify higher valuation multiples or higher price targets. Several recent upgrades, including from HSBC, Seaport Research and Citi, indicate that a portion of the analyst community sees Intel's execution and foundry efforts, as well as an improved balance sheet and management changes in some prior research, as supportive of the long term plan, even if they remain watchful on delivery. KeyBanc, which upgraded Intel to Overweight with a US$60 target, highlighted strong data center and AI demand and repor...

香港岭南大学规定学生的英语水平必须达到托福87分或雅思6.5分方可毕业 【财新网】 自2024年起，香港高校陆续发现多起内地学生使用虚假材料个案，如今假成绩单已经从入学申请进一步渗透至毕业环节。2月2日，一名因雇佣“枪手”代考托福、伪造成绩以骗取岭南大学学士学位的22岁内地女生黄鑫怡，被裁定“企图以欺骗手段取得服务罪”罪名成立，判处3个月监禁。 案情显示，黄鑫怡来自福建，案发时是香港岭南大学自费课程“公共管理及智慧管治社会科学学士学位”的四年级学生，该校规定学生的英语水平必须达到托福87分或雅思6.5分方可毕业。2024年5月，黄鑫怡向岭南大学提交一份托福成绩单，但学校职员比对成绩单的照片时发现与本人不符，随后要求与黄鑫怡会面。在面对校方质疑时，黄鑫怡谎称因“照片不好看”而自行修改了图像，后经校方联系托福机构进行核查，揭发其请“枪手”代考。

2月2日，经纬恒润（688326）与中兴微电子正式签署战略合作协议。未来，双方将聚焦智能网联、智能驾驶（885736）、智能座舱（886059）等前沿领域，开展深度协同创新，联合开发面向智能汽车的核心软硬件一体化解决方案。此外，双方还将共同探索AI及大模型技术在智能驾驶（885736）、智能座舱（886059）等领域的深度融合与创新应用，为汽车智能化提供更前沿的解决方案。(人民财讯)

格隆汇2月3日｜澳洲联储主席布洛克：通胀势头过于强劲，我们绝不能让通胀失控。

Source: Bloomberg, 5:42

南方共同市场（简称南共市）与欧盟于今年1月17日正式签署系列协定。根据欧盟官方文件，此次签署的是一个“协议组合”，包含两份独立文件：一份是涵盖政治对话与全面合作的《欧盟—南共市伙伴关系协定》（EMPA），另一份是专注于率先实现贸易利益的《临时贸易协定》（iTA）。该系列协定旨在取消大部分关税，扩大市场准入，强化双边经贸、投资与规则合作，向着打造世界上最大自贸区之一迈出关键一步。（央视新闻）

一、【早盘盘面回顾】 财联社2月3日讯，市场早盘冲高回落后，又再度震荡拉升。三大指数盘中翻绿，创业板指此前一度涨超2%。沪深两市半日成交额1.6万亿，较上个交易日缩量385亿。盘面上热点较为杂乱，全市场超4400只个股上涨。从板块来看，商业航天概念爆发，十余只成分股涨停，巨力索具、通宇通讯、神剑股份、中超控股涨停。光伏概念持续走强，双良节能、奥特维涨停。化工板块拉升，红宝丽3天2板，万丰股份4连板。AI应用概念反复活跃，浙文互联11天5板。下跌方面，有色金属板块再度下挫，贵金属概念领跌，四川黄金、招金黄金等多股跌停。截至收盘，沪指涨0.38%，深成指涨0.93%，创业板指涨0.76% 个股来看，今日早盘涨停数量为46家（不包括ST及未开板新股），封板率为80%，连板股数量为8家，皇台酒业、横店影视、万丰股份4连板，名雕股份、杭电股份3连板，顺钠股份、中超控股、民爆光电2连板。 板块上，商业航天概念爆发，海兰信、巨力索具、派克新材、通宇通讯、中超控股、再升科技等10余股涨停，乾照光电、信维通信、三角防务、广联航空等个股涨幅居前。 消息面上，太空探索技术公司（SpaceX）在官网发布由马斯克署名的声明，确认与人工智能企业xAI公司合并。据报道，合并后公司预计每股定价约527美元，估值将达到1.25万亿美元。 除了海外利好之外，近日于上海召开的商业航天器及应用产业链共链行动大会透露，我国将系统布局“太空+"未来产业。作为产业链“链长”单位，中国航天科技集团将在“十五五”期间围绕国家商业航天战略，牵头实施五大工程，强化中央企业在战略引领与生态构建中的核心作用。 太空光伏概念再度走强，奥特维、福斯特、鹿山新材、钧达股份等涨停，晶盛机电、帝科股份、拉普拉斯、捷佳伟创等个股涨幅居前。 国盛证券研报称，在全球太空能源需求爆发、中美供应链加速重构的双重驱动下，具备航天认证资质、技术验证背书与规模化交付能力的中国光伏企业，正从“地面配套”迈向“天基核心”，太空光伏需求或成下一个增长蓝海。 AI应用反复活跃，华胜天成、浙文互联涨停，福石控股、顺网科技、光云科技、星图测控、首都在线等个股涨幅居前。 消息面上，近日，多家国产模型厂商更新模型进展，包括DeepSeek开源新的OCR2模型、Kimi发布并开源KimiK2.5模型、阿里发布千问旗舰推理模型Qwen3-Max-Thinking，头部...

Palantir Is America's Artificial Intelligence Operating System and We Don't See a Clear Competitor Morningstar

“卖奶茶的蜜雪冰城，这是要搞游乐园了？” 2月3日，大河报记者在BOSS直聘上发现，蜜雪冰城上线了一批与“乐园项目”相关的招聘岗位，消息一出，迅速引发网友热议。 其中包括乐园演艺统筹岗、乐园内容编剧岗、乐园项目工程管理岗、乐园周边产品统筹岗等，月薪在10k至24k之间。不少网友直言：“这不像是普通品牌活动，更像是在为一座主题乐园做准备。” 招聘信息显示，相关岗位将参与乐园整体设计，围绕“雪王”IP搭建完整的故事背景和核心叙事线，把游乐项目、主题区域、互动环节串联成一条沉浸式体验链路；同时还要针对节日活动、主题企划不断进行内容迭代。 不仅如此，岗位还需要为雪王设计日常互动话术和场景化台词，从NPC互动到宣传口播，统一“可爱、亲切、有记忆点”的核心人设，并将创意真正落地为游客可参与的现场体验，如巡游剧情、舞台小剧场脚本等，根据游客反馈持续优化。 在任职要求中，不仅要求5年以上剧本创作经验，还明确提出熟悉迪士尼、环球影城等知名IP乐园的演艺逻辑，能将抽象世界观转化为可执行的内容。 网友@阿枯表示: “上次去总部看见模型还说是不是要建了，果然是真的。” 网友@不老盖表示: “消息这么慢么，地勘已经完成了，位置在中牟。” 那么，蜜雪冰城是否真的要建一座主题乐园？ 对此，大河报记者联系蜜雪冰城官方客服进行求证。 对方回应称：目前并不清楚具体事宜，已将相关问题记录，并反馈给相关人员。截至目前，蜜雪冰城方面尚未就“主题乐园”给出进一步回应。 回头看蜜雪冰城近几年的动作，雪王早已不只是一个“站在门口的吉祥物”。 从洗脑神曲《蜜雪冰城甜蜜蜜》全网出圈，到雪王表情包、动画短片、联名周边频频刷屏；从品牌IP形象不断“拟人化”，到雪王在各类活动中扮演“情绪担当”，蜜雪冰城持续加码IP运营，把一个原本简单的品牌形象，逐渐做成了具备世界观和情感连接的“国民IP”。 在此背景下，此次涉及故事线、演艺内容、沉浸体验、IP衍生的招聘，也被不少网友解读为：雪王，可能正在寻找更大的舞台。

Stocktwits users clashed, with bears warning of a “rug pull” and dilution, while bulls pointed to potential benefits from the deal. Tesla retail was largely bearish after Musk announced plans to combine SpaceX and xAI, raising concerns that Tesla could be sidelined. Gary Black warned that any Tesla–SpaceX merger would likely be dilutive and add earnings volatility, favoring SpaceX over Tesla shareholders. SpaceX is still reportedly expected to pursue an IPO later this year, which could raise as much as $50 billion. Shares of Tesla, Inc. were caught in a debate among retail investors on Monday after news that Elon Musk is combining SpaceX and xAI into a single entity valued at $1.25 trillion, raising fresh questions about Tesla’s place within it. Add Asianet Newsable as a Preferred Source Musk Builds A $1.25 Trillion AI-Space Giant SpaceX said it acquired xAI in an all-stock transaction that values SpaceX at $1 trillion and xAI at $250 billion, according to a Bloomberg report, citing people familiar with the matter. Musk said the combination is intended to create a "vertically-integrated innovation engine on (and off) Earth, with AI, rockets, space-based internet, direct-to-mobile device communications and the world’s foremost real-time information and free speech platform." The move further concentrates Musk’s private ventures at a time when xAI is burning roughly $1 billion a month, while SpaceX’s Starlink satellite network has become its largest revenue driver. SpaceX is still reportedly expected to pursue an initial public offering later this year, which could raise as much as $50 billion. Why Tesla Is Under Fresh Scrutiny Although Tesla is not part of the transaction, retail investors are reassessing Musk’s priorities. Tesla has faced slowing EV demand following the loss of U.S. tax credits, intensifying global competition, and recent strategic shifts, including Musk’s comment during last week's earnings call that Tesla would end production of its Model S and Mo...

品牌選舉頒獎典禮 陳茂波籲商家積極求變 打動消費者 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】財政司司長陳茂波出席品牌選舉頒獎典禮時，指近年消費者對產品體驗和文化內涵等有所追求，鼓勵商家積極求變。 財政司司長陳茂波：「最近在西九文化區舉行的大型古埃及文化展，除展覽會外，那隻法老貓以至周邊文創IP產品亦同樣『爆紅』。過去一兩年文創IP，不論動漫抑或遊戲，通過對文化和生活演繹都掀起熱潮，這些現象為我們帶來一些啟示，如何為我們的產品構建動人的品牌敘事，傳遞獨特的價值與體驗打動消費者，是值得花心思。」

Nvidia can pleasantly surprise investors in 2026. Nvidia (NVDA 2.89%) continues to dominate the artificial intelligence (AI) infrastructure in 2026. With dramatic demand for its Blackwell systems and increasing AI data center spending, the company appears to have several growth catalysts working in its favor. Against this backdrop, here are my top three predictions for Nvidia in 2026. Nvidia can surpass consensus revenue estimates in fiscal 2027 I believe Nvidia could surpass average consensus revenue estimates of $323.3 billion for fiscal 2027 (ending Jan. 31, 2027), thanks to multiple tailwinds. Expand NASDAQ : NVDA Nvidia Today's Change ( -2.89 %) $ -5.52 Current Price $ 185.61 Key Data Points Market Cap $4.6T Day's Range $ 184.88 - $ 190.30 52wk Range $ 86.62 - $ 212.19 Volume 166M Avg Vol 182M Gross Margin 70.05 % Dividend Yield 0.02 % The company is benefiting from hyperscalers increasingly shifting to rack-scale solutions that bundle cutting-edge GPUs, CPUs, high-speed networking, and software instead of purchasing just hardware chips. Coupled with the exceptional demand for Blackwell systems, Nvidia appears positioned to sustain strong pricing power throughout 2026. The company has revenue visibility of over $500 billion for its Blackwell and next-generation Rubin systems from the start of 2025 through 2026. Hyperscalers are also increasingly shifting from less frequent training workloads to repetitive inference workloads (deployment of AI models in real-time production environments). The industry's increasing focus on power efficiency and costs can spur a hardware upgrade cycle, as data centers look to newer platforms like Nvidia's Vera Rubin systems (expected to be launched in the second half of 2026)to lower the total cost of ownership for AI deployments at scale. This can drive additional demand for Nvidia in the coming years. Hence, even without depending on any single big assumption, revenue can exceed expectations with higher-than-anticipated large cu...