文章提及标的 伦敦金 -- 现货黄金失守4690美元/盎司，日内跌4.22%。

格隆汇2月2日｜由于市场预期日本执政党自民党可能在2月8日举行的众议院选举中赢得更多议席，东京市场早盘日本国债价格下跌。共同社周日公布的民调显示，自民党的领先优势较上周进一步扩大，支持率上升6.9个百分点至36.1%。日本首相高市早苗发起闪电大选，旨在强化其权力基础，这可能为更激进的经济措施和扩大财政支出铺平道路。日本五年期国债收益率上升2.5个基点至1.680%。

文章提及标的 沪铝主力合约 -- 碳酸锂 -- 广期所碳酸锂主力合约大跌6%，报144100元/吨。上期所沪铝主力合约大跌6%，报23775元/吨。

Grammys red carpet 2026: Chappell Roan, Sabrina Carpenter, Huntrix and more – in pictures Tyla on the Grammys red carpet. The South African singer-songwriter is nominated for best African music performance for her song Push 2 Start. Photograph: Mario Anzuoni/Reuters

格隆汇2月2日｜由于交易员正在消化特朗普总统上周五提名凯文·沃什出任下任美联储主席的消息，亚洲货币对美元涨跌互现。德国商业银行研究部的分析师在研究报告中表示，从美元近期的走势来看，市场似乎将沃什的提名视为一种稳定力量，缓解了外界对美联储独立性和全球货币体系不确定性的担忧。不过分析师也指出，沃什的提名仍需获得美国参议院的批准。

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Why the Lantronix and Safe Pro Agreement Matters for Stock Watchers Lantronix (LTRX) recently signed a Memorandum of Understanding and Master Services Agreement with Safe Pro Group to co-develop Qualcomm based edge AI solutions for real time threat detection in drones and unmanned systems. The collaboration pairs Lantronix hardware with Safe Pro’s Object Threat Detection software and targets defense and security uses that rely on on device processing without constant cloud connectivity. See our latest analysis for Lantronix. Lantronix’s latest agreement with Safe Pro lands after a strong run, with a 90 day share price return of 34.96% and a 1 year total shareholder return of 68.96%. This suggests momentum has been building despite a 2.35% one day pullback that leaves the shares at $6.64. If this type of edge AI story has your attention, it could be a good moment to scan high growth tech and AI stocks for other tech and AI names that fit your watchlist. With a 69% 1 year total return, revenue of US$118.3m and a reported net loss of US$10.3m, investors now have to ask whether Lantronix is mispriced or if the market is already accounting for expectations of future growth. Most Popular Narrative: 15.7% Undervalued Lantronix's most followed narrative points to a fair value of $7.88, which sits above the recent $6.64 close and sets up a growth focused story. Launch of EdgeFabric.ai and no code Edge AI workflow tools for cameras, drones and industrial monitors should deepen customer stickiness, accelerate deployment cycles and create a growing mix of high margin recurring software and services, expanding net margins as software and ARR rise toward and beyond the current mid single digit revenue contribution. Read the complete narrative. Curious what sits behind that projected shift toward higher margin s...

格隆汇2月2日｜沪锡主力合约触及跌停，跌幅11%，报392650元/吨。

兒童發展基金獲批注資1.8億作持續發展 有議員關注計劃會否恆常化 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】立法會同意向兒童發展基金注資1.8億元用作持續發展，有議員關注當局會否將計劃恆常化。 鄧家彪：「這個18年，如果沒有價值，沒有成效就不會持續推，即使有共創明『TEEN』都繼續推，又增加了一些資源，想問究竟會否有正式決定恆常化。」 勞工及福利局副秘書長陳偉偉：「當初到現在整個政府整體扶貧策略很多不同轉變，有很多新措施加入，雖然沒有說我們會恆常化，但是我們的確正在恆常地幫助弱勢社群小朋友，讓他的社交不同方面有更多的支援，希望最終可改善跨代貧窮。」

上期所沪锡主力合约触及跌停 2026-02-02 09:07:46 来源： 同花顺7x24快讯 分享 文章提及标的 沪锡主力合约 -- 上期所沪锡主力合约触及跌停，报392650元/吨，现跌幅为11.0%。 涨跌都能赚 盈利就能离场！点击开通期货“T+0、双向交易”特权！>>>

图：视觉中国 银行员工挥霍220万存款，储户起诉银行被驳回 1月31日，有媒体报道，2021年7月，内蒙古的朱女士将75万元存入银行，帮她办理业务的银行员工孟某芝却转走了她的存款，

文章提及标的 沪镍主力合约 -- 铝合金主力合约 -- 上期所沪镍主力合约大跌7%，报135410元/吨。铝合金主力合约大跌5%，报22270元/吨。

韩亚证券2日发布研报分析称，从历史数据来看，1月涨幅居前的行业极有可能成为上半年的市场领涨主线，当前股市投资焦点正从“利率”快速转向“业绩”，并进一步向“供需”切换，建议重点关注盈利有望实现反转的行业。 以美国标普500指数为例，1月涨幅排名前两位的行业，截至6月的超额收益均超7%，而表现落后的细分行业则大概率持续低迷。 今年1月，推动标普500指数上行的核心为原材料（+10.7%）和能源板块（+13.3%）。这两大行业去年均出现盈利下滑，但共性在于，市场普遍预期其业绩将在2026年迎来强劲反转。 在韩国本土股市，汽车与半导体板块成为1月的绝对主线。1月期间，汽车板块大涨36.8%、半导体板块飙升29.1%，直接带动韩国综合股价指数（KOSPI）录得24%的涨幅。 韩亚证券研究员Lee Jae-man表示：“1月收益率最高的行业，截至6月通常能实现11%以上的高额回报，今年上半年的投资组合核心仍将聚焦汽车和半导体板块。” 半导体、汽车板块：盈利与成长双轮驱动 半导体板块堪称名副其实的业绩龙头。韩亚证券测算，韩国综合股价指数成分股中的三星电子、SK海力士，2026年净利润占比预计将达51%。 值得关注的是，若参照2016-2018年半导体超级周期期间，行业股价涨幅相对盈利增速的溢价比例（1.08倍）测算，当前半导体行业仍有约33%的上涨空间。 汽车行业则迎来了“机器人”这一新增长引擎。 现代汽车 集团等韩国车企的市净率（PBR）持续走高，这一信号表明，市场对其的估值已不再局限于业绩改善，而是围绕机器人相关业务的成长价值展开重估。分析认为，正如 特斯拉 从电动汽车量产、实现盈利扭亏开始，股价涨幅超10倍，韩国车企的股价走势，也正反映出市场对其机器人业务量产、盈利转正的强烈预期。 创历史低估的科斯达克指数（KOSDAQ）迎反弹契机 报告认为，此前被市场边缘化的韩国科斯达克指数（KOSDAQ），也被研判将迎来估值修复机会。当前，科斯达克指数与综合股价指数的12个月累计收益率差值达-28个百分点，创下2003年以来的最低水平。 Lee Jae-man研究员测算，若两大指数的收益率差值回归至历史平均水平（-4个百分点），科斯达克指数的上涨空间可达24%。他表示：“若叠加韩国政府提振股市的政策意愿，以及综合股价指数上涨带来的溢出效应，两大指数的收益率差值有望快速收窄。” 不过，市...

Asset managers boosted their bearish dollar positioning just days before news of Kevin Warsh’s nomination as Federal Reserve chair triggered the greenback’s biggest gain since May. Funds managers increased bearish dollar wagers by $8.3 billion in the week ended Jan. 27, the most since April 2025, according to Commodity Futures Trading Commission data compiled by Bloomberg. Hedge funds meanwhile trimmed their net dollar longs by $5.1 billion in the same period, the biggest reduction since July 2024. The dollar surged Friday as news emerged that US President Donald Trump had settled upon Warsh, seen by some as a policy hawk , to head the central bank once the tenure of current chief Jerome Powell ends in May. The greenback was also boosted as precious metals tumbled. “Short dollar positions would’ve been looking somewhat ugly by the time the week drew to a close given the buck’s rebound,” said Michael Brown , senior research strategist at Pepperstone Group Ltd. “Though with policy uncertainty set to persist, and the Trump administration potentially seeking to further weaken the dollar, there remain compelling reasons to stay short the dollar.” Selling the dollar was a popular trade last month as US threats against Greenland and Trump’s apparent embrace of the currency’s selloff fueled debate around the greenback’s long-term decline. But traders were reminded that the weakness will be far from linear when the dollar jumped 0.9% Friday, a sign traders saw Warsh as a strong contender to fight price pressures with policies that may prove supportive of the greenback. The dollar was volatile in early Asian trade Monday, initially rising against most of its major peers before swinging to a decline. Bloomberg’s dollar gauge has dropped about 1.3% this year, after falling 8.1% in 2025. Despite Friday’s recovery, many market participants are warning of further weakness. DoubleLine Capital chief executive officer Jeffrey Gundlach said last week the greenback hadn’t acted like a ...

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Nvidia has agreed to invest $2b in CoreWeave and deepen their partnership focused on AI infrastructure buildout. The company is facing multiple securities class action lawsuits alleging it misled investors about operational capacity and risk disclosures. The combination of fresh capital, closer Nvidia ties and new legal challenges is drawing increased attention from investors. CoreWeave, listed as NasdaqGS:CRWV, is trading at $93.19, with the stock showing a 17.5% return over the past month and year to date. That kind of move, paired with a value score of 2, suggests investors are already reacting to shifting expectations around the business. The Nvidia deal and the lawsuits now sit directly on top of this recent share price performance. For you as an investor, the key question is how the Nvidia partnership and capital injection might interact with allegations around operational capacity and risk management. The potential benefits of a deepened relationship with a major AI supplier sit alongside potential financial and reputational pressure from ongoing litigation. Understanding how these threads develop over time may be important when determining how, or whether, CRWV fits into a portfolio. Stay updated on the most important news stories for CoreWeave by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on CoreWeave. NasdaqGS:CRWV 1-Year Stock Price Chart Why CoreWeave could be great value Quick Assessment ❌ Price vs Analyst Target : At $93.19 versus a consensus target of $125.63, the price sits about 26% below analysts, but the wide $41 to $208 range signals uncertainty around fair value. ❌ Simply Wall St Valuation : Shares are trading about 178.7% above the platform's estimated fair value, which flags valuation risk. ✅ Recent Momentum: A 30 day return of roughly 17.5% shows strong short term momentum...

格隆汇2月2日｜沪镍主力合约日内大跌6%，现报136610元/吨。

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. UPS plans to cut up to 30,000 roles and close 24 facilities in 2026. The company is reducing low margin Amazon deliveries and leaning more on automation. The shift is intended to reshape UPS's cost base and focus on higher margin segments. UPS, NYSE:UPS, is taking on a major reset of its network at a time when the stock sits at $106.22. Shares are up 5.1% over the past month but show a 35.4% decline over three years and a 20.6% decline over five years. This helps frame how significant this operational overhaul could be for investors tracking the story. For a company of UPS's scale, sweeping job cuts and facility closures mark a clear break from business as usual. For you as an investor, the key question is how this pivot away from low margin Amazon volume and toward more automated, higher margin segments might reshape UPS's earnings profile and risk exposure over time. The coming years are likely to reveal how effectively the company can execute on these cuts, manage service quality, and redeploy capital into parts of the network it sees as higher value. Stay updated on the most important news stories for United Parcel Service by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on United Parcel Service. NYSE:UPS Earnings & Revenue Growth as at Feb 2026 How United Parcel Service stacks up against its biggest competitors UPS is effectively shrinking parts of its network to try to lift profitability, cutting up to 30,000 roles and closing 24 facilities while routing more volume through automated centers that it says run at materially lower cost. Taken together with 2025 results that show slightly lower full year revenue of US$88.7b and net income of US$5.6b, plus a 2026 revenue outlook of about US$89.7b, this reset appears focused on improving earnings quality rather than...

美国众议院议长约翰逊预计，单靠共和党众议员的票数就能通过拨款法案。 （法新社） 美国众议院议长约翰逊称有信心在星期二（2月3日）结束政府“停摆”。 法新社报道，上周，美国参议院在多个政府部门的资金即将耗尽的几个小时前通过了多个部门剩余财年的拨款法案。但因众议院审议通过法案仍需时间，美国联邦政府多个部门在1月31日零时起正式陷入“技术性停摆”。 众议院星期一（2月2日）结束休会返回被大雪封锁的华盛顿，开始审议参议院通过的拨款法案以重启政府运作。 约翰逊星期天（1日）在全国广播公司（NBC）的“会见媒体”节目中说：“我很有信心，我们最快能在星期二之前结束停摆。” 他预计单靠共和党众议员的票数就能通过拨款法案。 1月30日晚，参议院以71票赞成、29票反对的结果通过拨款法案，将为国防部、教育部、卫生与公众服务部、劳工部、交通部以及住房与城市发展部在内的多个联邦机构提供资金，直至9月30日本财政年度结束，但不包括给国土安全部的资金。国土安全部资金被拆分出来并将按现有水平延长两周，以便两党和白宫继续就改进该部门运作进行谈判。 1月，移民执法人员在明尼苏达州明尼阿波利斯的执法行动中开枪打死两名美国公民后，共和党与民主党在移民执法问题上分歧加剧。参议院民主党领袖舒默日前说，在移民与海关执法局未被有效约束并通过立法进行改革之前，国土安全部的拨款法案在参议院无法获得足够支持。共和党是否会接受民主党的相关诉求，还有待观察。 近年来，随着共和、民主两党的政治对立加剧，美国联邦政府多次陷入“停摆”或“濒临停摆”的危机。一场持续43天的创纪录联邦政府“停摆”才刚在去年11月12日落幕。

Investing in Nvidia a decade ago would have delivered a roughly 21,000% return. That kind of gain, however, required making a big bet on the company back when it was largely viewed as a crypto-adjacent stock and AI chips were still on the horizon. One young investor poured money into the stock during that period and turned it into a $20 million position. He is now retired in his 20s and does some consulting work on the side. Recently, he shared how he spotted the opportunity — and where he believes the next big investing opportunity could be found. What To Look For in a Stock The Nvidia investor appeared in a Whop on the Street video in which host Josh Suggs asked Wall Street millionaires how to get rich. A former software engineer, the investor said he focused on stocks he believed could take off over the next 10 to 15 years. Nvidia made it on his radar because everyone was talking about the chipmaker in academia. They viewed it as a company that could make AI come to life. Some people knew that cracking the AI code could lead to tremendous riches, and instead of creating the next Nvidia, the investor bought Nvidia stock. Given the more than 21,000% return over the past decade, he didn’t even need to invest $100,000 to reach eight figures. Nvidia wasn’t the only stock he bought, but it was the only one mentioned in the interview. The investor suggested sticking with an ETF that mirrors the S&P 500 if you are just getting started, but his story highlights how you can multiply wealth faster by choosing the right stocks. Read More: I Got Rich Investing — These Lessons for Beginners Could Lead To $1 Million Net Worth Find Out: 6 Safe Accounts Proven To Grow Your Money Up To 13x Faster The Next Nvidia The investor pointed to quantum computing as the next major opportunity that could produce the next Nvidia. He cited a recent breakthrough by Google involving its Willow chip, which brought quantum computing closer to real-world applications. He suggested investing in quan...

格隆汇2月2日｜LME伦铜跌幅扩大，现跌2.09%，最新报12883.0美元/吨。

上金所发布公告，鉴于目前白银价格波动幅度较大，为防范市场风险，根据《上海黄金交易所风险控制管理办法》的有关规定，我所经研究决定，对白银延期合约交易保证金水平和涨跌停板比例进行调整。现将相关事项通知如下：若2026年2月2日（星期一）Ag（T+D）合约出现单边市情况，则自收盘清算时起，该合约的保证金水平从20%调整为26%，下一交易日起涨跌幅度限制从19%调整为25%。若未出现单边市情况，则Ag（T+D）合约保证金水平和涨跌幅度限制维持不变。

此前市场押注美联储独立性丧失以及将开启激进降息周期，推动资金涌入贵金属寻求对冲，而沃什提名释放的“鹰派预期”直接动摇该逻辑根基 2026年1月30日，美国总统特朗普正式提名前美联储理事凯文·沃什为下一任美联储主席，接替将于5月卸任的杰罗姆·鲍威尔。这一人事动向迅速在金融市场掀起波澜：美元指数由跌转涨；黄金与白银价格则遭遇罕见暴跌，市场情绪剧烈逆转。 此前，美元一度承压显著。受特朗普多次公开表态影响——包括称“美元像悠悠球一样波动是合理的”“不担心美元下跌”等言论——市场对美元长期走弱的预期升温。1月30日，美元指数一度下探至95.79，创下近四年新低。即便美联储在1月议息会议上暂停降息，维持联邦基金利率于3.50%-3.75%区间，且声明中对就业和通胀表述趋于乐观，亦未能扭转美元颓势。 推荐进入 财新数据库 ，可随时查阅宏观经济、股票债券、公司人物，财经数据尽在掌握。

文章提及标的 铝合金主力合约 -- 沪镍主力合约 -- 伦镍 -- 上期所铝合金主力合约跌超4%，报22530元/吨。上期所沪镍主力合约大跌6%，报136500元/吨。LME镍主力合约跌超1%，现报17320.0美元/吨。

Chinese metals traders have racked up losses totaling at least 1 billion yuan ($144 million) after one of their counterparties fled the country leaving deals unfinished, alarming top regulators worried about hidden financial risks, according to people familiar with the matter. At the heart of the crisis is a trading network facilitated by Xu Maohua , a metals dealer nicknamed The Hat, said the people, including some who worked with or did business with him and are directly affected by the losses. State-backed SDIC Commodities Co. was the highest-profile participant, they added, asking not to be named given the sensitivity of the matter. Xu owed money to the company for shipments of copper and other metals, and it in turn owed money to its suppliers, the people said. The fallout includes one lawsuit against SDIC Commodities filed for over 200 million yuan in damages and bills that the plaintiff claims have gone unpaid, according to an exchange filing from a company involved. The firm has not publicly responded. The Chinese government has taken a dim view in recent years of companies it believes are engaging in any risky commercial practices that threaten the orderly functioning of markets. That’s especially true of the state-owned enterprises it directly supervises, which have been warned against straying outside their core businesses. Commodities firms have drawn scrutiny after a number of scandals in the often opaque sector. Regulators have been particularly bothered by so-called circular trading, where companies buy and sell the same asset among themselves to create the illusion that revenue has been generated. It’s likely that SDIC and other firms lost money after Xu vanished because his exit effectively broke a chain that had lasted for years, said the people, some of whom were counterparties that were directly impacted by his departure. Xu did not respond to requests for comment sent through his social media accounts, nor through close business contacts still i...

Source: Bloomberg, 4:35

文章提及标的 万兴科技 -- 万兴科技（300624）在投资者关系活动中表示，公司新推出的AI漫剧制作工具“万兴剧厂”经内测验证，可实现单集创作效率提升约8倍、整剧人力成本下降约70%、算力成本下降超50%，提供从剧本创作、资产制作、分镜规划到后期剪辑、配音、字幕等一体化全链条AI创作解决方案。

文章提及标的 沪铜主力合约 -- 上期所沪铜主力合约大跌7%，报100700元/吨。

文章提及标的 原油主力合约 -- 美原油 -- 上期所原油主力合约大跌5%，报458.2元/桶。 国际油价剧烈波动！一天最高可赚近10倍的行情收益？点击了解>>>

(RTTNews) - The China stock market has moved higher in two straight sessions, collecting just 6 points or 0.2 percent along the way. The Shanghai Composite Index now sits just above the 2,855-point plateau although it may spin its wheels on Tuesday. The global forecast for the Asian markets is mixed to lower, with profit taking expected following recent optimism over the outlook for interest rates. The European markets were mixed and the U.S. bourses were down and the Asian markets figure to split the difference. The SCI finished slightly higher on Monday following gains from the property and resource stocks. For the day, the index was up 1.15 points or 0.04 percent to finish at 2,855.52 after trading between 2,844.38 and 2,860.65. The Shenzhen Composite Index added 6.27 points or 0.42 percent to end at 1,512.50. Among the actives, Industrial and Commercial Bank of China shed 0.46 percent, while China Merchants Bank collected 0.21 percent, China Life Insurance improved 1.22 percent, Jiangxi Copper jumped 1.69 percent, Aluminum Corp of China (Chalco) strengthened 1.33 percent, PetroChina rallied 1.34 percent, China Petroleum and Chemical (Sinopec) climbed 1.03 percent, Huaneng Power retreated 1.69 percent, China Shenhua Energy perked 0.17 percent, Gemdale soared 2.36 percent, Poly Developments gained 1.39 percent, China Vanke spiked 1.87 percent and Agricultural Bank of China was unchanged. The lead from Wall Street is soft as the major averages opened slightly higher on Monday but quickly headed south, eventually all ending under water. The Dow dipped 0.02 points or 0.00 percent to finish at 41,175.08, while the NASDAQ sank 152.03 points or 0.85 percent to close at 17,725.77 and the S&P 500 lost 17.77 points or 0.32 percent to end at 5,616.84. The Dow found mild support from 3M Co. (MMM), Coca-Cola (KO) and Walt Disney (DIS). On the other hand, substantial weakness among semiconductor stocks weighed on the NASDAQ, with the Philadelphia Semiconductor Index plunging b...