Oracle Corp. (NYSE:ORCL) is reportedly preparing a massive capital raise of up to $50 billion to accelerate its expansion of cloud infrastructure. Oracle Targets Up To $50 Billion To Expand Cloud Capacity On Sunday, Oracle said it plans to raise $45 billion to $50 billion in 2026 to build additional capacity for its cloud infrastructure. "Oracle is raising money in order to build additional capacity to meet the contracted demand from our largest Oracle Cloud Infrastructure customers," the company said in a statement. The funding will be split roughly evenly between equity and debt, marking one of the largest capital-raising efforts in Oracle's history. Equity Sales, Convertibles And One-Time Bond Issuance Planned On the equity side, Oracle plans to raise about half of the funds through equity-linked and common stock issuances. This includes mandatory convertible preferred securities, along with an at-the-market equity program of up to $20 billion. For debt financing, Oracle intends to complete a single, one-time issuance of investment-grade senior unsecured bonds early in 2026. The company said it does not expect to issue additional bonds during the calendar year 2026 beyond that transaction. Cloud Infrastructure Revenue Surges 68% As AI Demand Accelerates The announcement follows Oracle's fiscal second-quarter earnings report in December, in which the company posted revenue of $16.06 billion, narrowly missing Wall Street expectations. Adjusted earnings, however, surged 54% year over year to $2.26 per share, easily beating estimates, according to Benzinga Pro. Total revenue rose 14%, fueled by strength in cloud services. Cloud infrastructure revenue jumped 68% to $4.1 billion. Oracle's cloud infrastructure now spans 147 live customer-facing regions, with 64 more regions in the pipeline; the company added nearly 400 megawatts of capacity in the quarter, including a 50% increase in GPU capacity compared with the previous quarter. Strong Guidance Signals Confidence Des...

《科创板日报》2月2日讯（记者 王楚凡 李煜） 近期，太空光伏“火了”。 最新消息面上，据美国联邦通信委员会（FCC）近期披露的文件显示，SpaceX正在申请发射并运营一个由至多100万颗卫星组成的星座，并建设轨道AI数据中心网络。 从卫星供电到太空算力，太空光伏是一场关于“星辰大海”的漫漫征途。近期，《科创板日报》记者以投资人身份致电多家布局相关业务的上市公司，以了解其最新业务进展。 整体来看，尽管多家上市公司已开展相关技术布局，但不少企业均保持较为谨慎的态度，认为该领域尚处于探索阶段。 ▍多因素综合作用 助推太空光伏“火了” 太空光伏是指为卫星、空间站等航天器提供电力的太阳能技术，其核心原理与地面光伏一致，均为通过光电转换将太阳能转化为电能，但因应用场景特殊，需在极端温差（-150°C至+150°C）、高辐射、高真空环境中稳定运行。 不少业内人士认为，与地面光伏的竞争逻辑不同，太空光伏的核心竞争力转向可靠性与环境适应性，对技术精度、材料稳定性等提出了更高要求。 对于太空光伏的核心通胀逻辑，开源证券分析师殷晟路认为，地面光伏赛道已步入极致成本竞争的红海阶段，而太空光伏的商业逻辑与地面场景存在本质差异。太空光伏的终端载体为卫星，其核心诉求是供电系统的可靠性，而非单纯的成本压降。以晶硅电池替代砷化镓电池可大幅降低太阳翼的硬件成本，但并非意味着价格越低越优，因为一旦因电池产品可靠性不足引发卫星供电安全故障，将直接导致整星报废，由此造成的资产损失将远超电池本身的采购成本。 在其看来，太空光伏从根源上摒弃了“低价优先”的竞争模式，安全性与稳定性是第一优先级。 面对当前太空光伏的爆火，有业内人士向《科创板日报》记者分析表示，这并非偶然，而是受“资源、竞争、战略”多因素综合作用的结果。 具体来看， 供给端方面， 当前，能源绿色转型进入“深水区”，全球太阳能能源体系面临发展瓶颈。地表光伏受昼夜更替、天气变化、地理纬度等因素制约，在能量密度与稳定性方面存在天然的理论极限。若想满足全球未来巨大的能源需求，仅靠地面光伏将面临难以承受的土地与生态压力。 需求端方面， 近年来，人工智能、算力中心、全面电气化进程加速发展，催生出对持续、稳定、高密度的基荷能源的巨大需求，传统可再生能源的间歇性短板愈发突出。与此同时，近地轨道卫星互联网、巨型星座、空间站及深空探测活动迅猛发展，对持续、高效、可靠...

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. BeOne Medicines, ticker NasdaqGS:ONC, extended its collaboration with InSysBio to apply mechanistic translational modeling to clinical trial design. The expanded partnership focuses on refining dosing regimens and addressing safety concerns such as cytokine release syndrome. The companies aim to use advanced modeling tools to inform future trial planning and support BeOne Medicines' drug development programs. For you as an investor, this move connects directly to how BeOne Medicines runs its trials and manages risk across its pipeline. The company operates in an industry where immunology and complex biological pathways are central, and modeling approaches like this are becoming more common as drug developers look for data driven ways to design studies. By incorporating more modeling into trial planning, BeOne Medicines is looking to clarify dose selection and safety questions earlier in development, which can be important for patient protection and for keeping studies on track. The extended collaboration with InSysBio gives the company another tool as it prepares future trials, and investors may watch how this is reflected in upcoming study designs and regulatory interactions. Stay updated on the most important news stories for BeOne Medicines by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on BeOne Medicines. NasdaqGS:ONC Earnings & Revenue Growth as at Feb 2026 How BeOne Medicines stacks up against its biggest competitors The extended InSysBio collaboration plugs directly into how BeOne Medicines structures early human studies across its hematology and solid tumor programs, including assets like Brukinsa and sonrotoclax. By using mechanistic translational modeling to set starting doses and step up regimens, the company is trying to frame cytokine release syndrome risk more clearly while still pus...

财联社2月2日讯（编辑 黄君芝） 毫无疑问的是，特斯拉正在撕掉“豪华电动汽车制造商”的标签，并渐渐取得成效。在最新发布的报告中，瑞穗证券分析师Vijay Rakesh将该股目标价从530美元上调至540美元，并维持“跑赢大盘”评级。 该行认为， 尽管短期内电动汽车需求面临挑战，但特斯拉在物理人工智能领域仍处于领先地位。 近年来，特斯拉CEO马斯克多次在公开场合表示，特斯拉的定位并非“电动汽车制造商”，而是“以物理AI为核心的科技公司”，电动汽车业务只是其AI技术落地的场景之一，而非唯一的增长引擎。 更值得一提的是，马斯克在Q4财报电话会议上正式官宣了一则震动全球汽车行业的消息：特斯拉将在2026年第二季度结束前正式停产曾定义其品牌地位的Model S和Model X。弗里蒙特工厂的空置产能将立即用于Optimus人形机器人的大规模量产。 瑞穗证券上调目标价的举措也是在特斯拉公布第四季度财报之后做出的。该行指出，随着电动汽车需求在2026年放缓，特斯拉正在逐步转向人工智能、软件和机器人出租车领域。 “预计2026年电动汽车需求将放缓（我们估计电动汽车销量同比增长约 5%），因为特斯拉正专注于逐步转型至人工智能、软件和机器人出租车领域。”分析师写道。 Rakesh还提到，特斯拉重申了其在2026年上半年推出其自动驾驶汽车的时间表，以及特斯拉完全自动驾驶（FSD）的“成绩单”。 特斯拉在最新财报中首次披露，其FSD有效订阅用户数已达110万，同比增长38%。按美国市场99美元/月的订阅费计算，这意味着特斯拉每月仅FSD就能产生约1.09亿美元的稳定现金流。而且FSD的活跃订阅用户数量已在2025年实现连续环比增长，并且同比翻倍。 与传统软件服务相比，FSD订阅的利润率惊人。行业分析显示，自动驾驶软件的毛利率高达80% 以上，因为软件的边际成本几乎为零。随着用户规模扩大，特斯拉的FSD业务正展现出极强的规模效应。 而用户增长背后是FSD技术的飞速进步。2025年12月底，特斯拉发布了FSD V14版本，该版本用端到端神经网络取代了30万行C++代码，实现了更拟人化的驾驶体验。FSD V14还在安全性能上取得显著突破。数据显示，其MPI（平均无干预里程）从V13的400-450英里提升到1000+英里，意味着驾驶员干预频率降低了一半以上。 展望未来，特斯拉预计2026财年的资...

财联社2月2日讯（编辑 胡家荣） 港股新能源汽车板块普遍走弱。截至发稿，小鹏汽车-W(09868.HK)跌8.58%、比亚迪股份(01211.HK)跌5.68%、蔚来-SW(09866.HK)跌5.49%、零跑汽车(09863.HK)跌4.24%。 此轮调整与部分车企前一日集中披露的1月交付数据紧密关联，反映出资本市场对行业短期景气度的审慎预期。 2026年1月，主要新能源车企交付成绩单呈现显著分化：小鹏汽车交付20011辆，同比下滑34.07%，环比降幅达46.65%；理想汽车交付27668辆，同比增长7.55%，但环比下降37.47%；蔚来交付27200辆，同比大幅增长96.1%；赛力斯销量达45900辆，同比激增104.85%。 尽管蔚来、赛力斯等实现翻倍增长，但乘联分会指出，受多重因素影响，1月新能源汽车市场大盘同比仍呈收缩态势。分化不仅体现于增速差异，更折射出产品周期、渠道策略与用户运营能力的深层较量。 业内人士指出需求透支效应集中显现 业内人士分析，年初本属传统销售淡季，叠加2025年底新能源汽车购置税减免政策到期，刺激年末购车需求提前集中释放，对2026年1月形成明显“透支效应”，导致市场短期承压。政策退坡带来的需求真空，成为当前销量波动的核心诱因之一。 乘联分会进一步指出，2026年春节时点偏晚(2月中旬)，1月作为节前最后一个完整销售月，工作日数量多于去年同期，理论上利于销售窗口延长；叠加返乡潮带动首购需求释放，全月乘用车市场预计可实现同比微增。然而，国家报废更新补贴虽已落地，但购置税优惠退坡的滞后影响持续发酵，加之各省份“以旧换新”补贴细则推进节奏不一，消费者观望情绪浓厚，终端市场修复仍存不确定性。 当前市场正处于政策过渡与季节性调整的交汇期。随着地方补贴细则加速落地、春节后消费旺季开启，叠加车企新品周期推进，需求有望逐步回暖。行业长期向好根基未变——技术迭代、产品力提升与全球化布局仍是核心驱动力。投资者宜理性看待短期波动，重点关注后续月度数据验证、政策执行效能及头部企业战略应对，于不确定性中把握结构性机遇。

汽車股因透支效應與交付分化走低 小鵬汽車跌超8% 富途牛牛

格隆汇2月2日｜五粮液2月1日晚间宣布，将在2026年新春之际开展“股东优惠购酒活动”。据公司公告，本次活动时间为2026年2月2日9:00至2月28日24:00。凡在2025年12月17日15:00深圳证券交易所收市后，在中国证券登记结算有限责任公司深圳分公司登记在册的五粮液全体股东，即2025年中期分红股权登记日在册的股东，均可直接参与。对于2025年12月17日之后新增的股东，可凭加盖证券公司印章的账户持仓证明电子版参加活动。

63岁应急管理部部长王祥喜任上落马；国际金银市场上演“惊魂24小时” 黄金还能是避险资产吗？ 【财新网】 1月制造业PMI降至49.3 需求重现收缩 财新网1月31日消息，由于部分制造业行业进入传统淡季，叠加国内外市场有效需求不足，1月制造业生产经营重现收缩态势。国家统计局1月31日公布的数据显示，1月制造业采购经理指数（PMI）、非制造业商务活动指数分别录得49.3、49.4，均较前值下降0.8个百分点，再度落至收缩区间。两大行业景气度下降，带动当月综合PMI产出指数走低0.9个百分点至49.8，略低于荣枯线。1月制造业供给维持扩张，需求重现收缩。当月生产指数、新订单指数分别为50.6、49.2，低于上月1.1个、1.6个百分点。 马士基临时接管长和巴拿马港口 是管理安排还是权益转移？｜出海·风险

Computer processor maker AMD (NASDAQ:AMD) will be reporting earnings this Tuesday afternoon. Here’s what you need to know. AMD beat analysts’ revenue expectations by 5.6% last quarter, reporting revenues of $9.25 billion, up 35.6% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ revenue estimates and revenue guidance for next quarter beating analysts’ expectations. Is AMD a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, analysts are expecting AMD’s revenue to grow 26.6% year on year to $9.69 billion, improving from the 24.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.32 per share. AMD Total Revenue Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. AMD has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2.4% on average. Looking at AMD’s peers in the processors and graphics chips segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Qorvo delivered year-on-year revenue growth of 8.4%, meeting analysts’ expectations, and Penguin Solutions reported flat revenue, topping estimates by 1.2%. Qorvo traded down 5.6% following the results while Penguin Solutions was also down 13.8%. Read our full analysis of Qorvo’s results here and Penguin Solutions’s results here. There has been positive sentiment among investors in the processors and graphics chips segment, with share prices up 9.6% on average over the last month. AMD is up 7.1% during the same time and is heading into earnings with an average analyst price target of $289.23 (compared to the current share price of $236.79). When a company has more cash than it knows what to do with, buying back its own shares can make a l...

格隆汇2月2日｜新西兰财政部表示，随着经济复苏和需求回升，价格增长是在预料之中的。但最近的CPI结果并不代表经济过度刺激，尤其是劳动力市场仍表现出大量的闲置产能。财政部预计到2026年，就业增长步伐将保持缓慢；尽管目前5.3%的失业率“可能已处于本轮周期的顶峰”。

三位知情人士透露，美国去年曾因印度购买委内瑞拉石油威胁对其征收关税，如今美方已告知印度方面，印方很快可恢复相关采购，以此替代部分 俄罗斯石油 进口。 这些不愿具名的知情人士表示，在美国就印度采购 俄油 相关行为也加关税后，印度承诺大幅削减俄原油进口，且未来数月内，印度的俄罗斯石油进口量有望日均减少数十万桶。 消息人士未透露委内瑞拉石油将由维多、托克等外部贸易商承销，还是由委内瑞拉国家石油公司委内瑞拉石油公司直接销售。 白宫和美国财政部均拒绝置评，印度石油部长及外交部也未就相关问询邮件作出回应。 印度石油部长哈德普・辛格・普里上周表示，随着俄罗斯石油进口量下降，印度正推进原油进口来源多元化。 责任编辑：陈钰嘉

格隆汇2月2日｜上海市发展改革委发布《关于组织申报2026年循环经济发展和资源综合利用专项扶持项目的通知》。通知提出，根据《扶持办法》要求，结合本市实际，申报项目应主要围绕工业、城建、农林和生活等领域的废弃物资源化综合利用和废旧汽车零部件、工程机械、机电产品再制造等。

AMD (AMD) To Report Earnings Tomorrow: Here Is What To Expect Computer processor maker AMD (NASDAQ:AMD) will be reporting earnings this Tuesday afternoon. Here’s what you need to know. AMD beat analysts’ revenue expectations by 5.6% last quarter, reporting revenues of $9.25 billion, up 35.6% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ revenue estimates and revenue guidance for next quarter beating analysts’ expectations. Is AMD a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, analysts are expecting AMD’s revenue to grow 26.6% year on year to $9.69 billion, improving from the 24.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.32 per share. AMD Total Revenue Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. AMD has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2.4% on average. Looking at AMD’s peers in the processors and graphics chips segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Qorvo delivered year-on-year revenue growth of 8.4%, meeting analysts’ expectations, and Penguin Solutions reported flat revenue, topping estimates by 1.2%. Qorvo traded down 5.6% following the results while Penguin Solutions was also down 13.8%. Read our full analysis of Qorvo’s results here and Penguin Solutions’s results here. There has been positive sentiment among investors in the processors and graphics chips segment, with share prices up 9.6% on average over the last month. AMD is up 7.1% during the same time and is heading into earnings with an average analyst price target of $289.23 (compared to the current share price of $236.79). When a company has more cash than it ...

Computer processor maker AMD (NASDAQ:AMD) will be reporting earnings this Tuesday afternoon. Here’s what you need to know. AMD beat analysts’ revenue expectations by 5.6% last quarter, reporting revenues of $9.25 billion, up 35.6% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ revenue estimates and revenue guidance for next quarter beating analysts’ expectations. Is AMD a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, analysts are expecting AMD’s revenue to grow 26.6% year on year to $9.69 billion, improving from the 24.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.32 per share. AMD Total Revenue Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. AMD has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2.4% on average. Looking at AMD’s peers in the processors and graphics chips segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Qorvo delivered year-on-year revenue growth of 8.4%, meeting analysts’ expectations, and Penguin Solutions reported flat revenue, topping estimates by 1.2%. Qorvo traded down 5.6% following the results while Penguin Solutions was also down 13.8%. Read our full analysis of Qorvo’s results here and Penguin Solutions’s results here. There has been positive sentiment among investors in the processors and graphics chips segment, with share prices up 9.6% on average over the last month. AMD is up 7.1% during the same time and is heading into earnings with an average analyst price target of $289.23 (compared to the current share price of $236.79). When a company has more cash than it knows what to do with, buying back its own shares can make a l...

Computer processor maker AMD (NASDAQ: AMD) will be reporting earnings this Tuesday afternoon. Here’s what you need to know. AMD beat analysts’ revenue expectations by 5.6% last quarter, reporting revenues of $9.25 billion, up 35.6% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ revenue estimates and revenue guidance for next quarter beating analysts’ expectations. Is AMD a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, analysts are expecting AMD’s revenue to grow 26.6% year on year to $9.69 billion, improving from the 24.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.32 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. AMD has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2.4% on average. Looking at AMD’s peers in the processors and graphics chips segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Qorvo delivered year-on-year revenue growth of 8.4%, meeting analysts’ expectations, and Penguin Solutions reported flat revenue, topping estimates by 1.2%. Qorvo traded down 5.6% following the results while Penguin Solutions was also down 13.8%. Read our full analysis of Qorvo’s results here and Penguin Solutions’s results here. There has been positive sentiment among investors in the processors and graphics chips segment, with share prices up 9.6% on average over the last month. AMD is up 7.1% during the same time and is heading into earnings with an average analyst price target of $289.23 (compared to the current share price of $236.79). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as lo...

Computer processor maker AMD AMDwill be reporting earnings this Tuesday afternoon. Here’s what you need to know. AMD beat analysts’ revenue expectations by 5.6% last quarter, reporting revenues of $9.25 billion, up 35.6% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ revenue estimates and revenue guidance for next quarter beating analysts’ expectations. Is AMD a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, analysts are expecting AMD’s revenue to grow 26.6% year on year to $9.69 billion, improving from the 24.2% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.32 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. AMD has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2.4% on average. Looking at AMD’s peers in the processors and graphics chips segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Qorvo delivered year-on-year revenue growth of 8.4%, meeting analysts’ expectations, and Penguin Solutions reported flat revenue, topping estimates by 1.2%. Qorvo traded down 5.6% following the results while Penguin Solutions was also down 13.8%. Read our full analysis of Qorvo’s results here and Penguin Solutions’s results here. There has been positive sentiment among investors in the processors and graphics chips segment, with share prices up 9.6% on average over the last month. AMD is up 7.1% during the same time and is heading into earnings with an average analyst price target of $289.23 (compared to the current share price of $236.79).

格隆汇2月2日｜美国海军中央司令部2月1日发表声明称，美国海军“阿利·伯克”级导弹驱逐舰“德尔伯特·D·布莱克”号在按计划访问以色列后于1日离开以色列埃拉特港。

格隆汇2月2日｜由于特朗普威胁要实施报复性关税，墨西哥总统辛鲍姆表示，她的国家将继续通过外交渠道，以人道主义为由继续向古巴输送石油。根据一份政府书面声明，辛鲍姆周日在索诺拉州的一次活动上表示，墨西哥本周还将针对其他基础产品发送人道主义援助。墨西哥已成为这位美国领导人试图削弱古巴政府努力的焦点。在委内瑞拉的供货减少后，墨西哥已成为古巴仅存的少数外国燃料供应商之一。多年来，委内瑞拉一直以大量补贴的石油换取医疗和安保人员。上个月，特朗普授权其政府对向古巴提供石油的国家征收商品关税，进一步加紧了对这个加勒比国家的施压。辛鲍姆周五警告称，特朗普威胁对支持古巴的国家征收最新关税，可能会在当地导致人道主义灾难。

Advanced Micro Devices (AMD) Q4 Earnings on Deck: Options Market Braces for an 8.87% Swing TipRanks

格隆汇2月2日｜官方统计显示，费尔南德斯以53.01%的得票率领先哥斯达黎加总统选举，拉莫斯以30.05%的得票率位居第二，多博斯以3.9%的得票率位列第三，目前已有31.14%的选票统计完毕。

緬北電騙案四大家族白家犯罪集團4名罪犯伏法。

格隆汇2月2日｜据快科技，宁德时代对外展示了其新一代5C电池技术。该电池在60°C高温环境下经过1400次充放电循环后，容量仍能保持80%，理论上每次循环续航600公里，总行驶里程可达84万公里。在20°C的理想环境中，这款电池经过3000次充放电循环，其容量依旧能维持至少80%的容量，对应总行驶里程约180万公里。 这一寿命数据达到行业平均水平的6倍，电池耐用程度甚至有望超过整车使用寿命。宁德时代表示，这些提升主要得益于几项关键技术：其一为更致密均匀的正极涂层，可有效延缓电池老化进程；其二是电解液中添加了修复添加剂，能够封闭电池内部细小裂纹，减少锂元素流失；其三是在电芯隔膜表面喷涂 “温度响应剂”，进一步延长电池循环寿命。宁德时代在电池热管理领域的技术积累为这款5C电池提供了支撑，其配套的液冷系统采用类似麒麟电池的大面均温设计，冷却面积较上一代产品提升显著，可将电池温差控制在±2℃以内，散热响应时间缩短至2秒内。

棚網新規｜多廈仍有棚無網 總工會：工人傾向年後開工、業主拒歲晚掛網 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】建造業議會集體為已拆棚網的大廈採購棚網，業界預計全數五萬張棚網農曆年前可以交付承建商。有些大廈收到棚網仍未上網，工會就稱工人要過年後才開工，亦有業主不希望過年期間家居被棚網包圍。 在堅尼地城的安樂大樓，新棚網已經運抵超過一星期仍未上架。建造業議會為418幢樓宇集體採購5萬張棚網，通過阻燃效能測試後，上月中已陸續發放予承建商。近日所見很多大廈依然有棚無網，建造業總工會稱很多工程傾向農曆年後才開工。 香港建造業總工會理事長周思傑：「12月棚網下架後，所有大維修工人也失業，我也聽過有些工人提早回鄉過年。建造業議會派棚網是1月15日，1月15日派棚網至今、至過年也不足一個月，有些業主不希望過年時掛棚網上去。」 有分包商代表預計全數5萬張棚網農曆年前可以到貨分發，若不經建造業議會採購，進度相對不理想。 香港建造業分包商聯會永遠榮譽會長伍新華：「因為現在不是每位都願意做這些生意，國內棚網供應商也擔心交付的棚網有問題，要確定棚網是否合規，大家也在觀望。而建築業議會找到的兩間棚網供應商，到目前為止收到的訊息、供貨沒有問題。」 他建議建造業議會制訂棚網供應商「白名單」供業界參考。

格隆汇2月2日｜据一财，本周三零点，国内成品油调价窗口将再度开启。今日从隆众资讯获悉，该机构预测届时油价将迎来年内第二次上涨。以70升的油箱来计算，私家车主加满一箱油预计将多花11元左右。

格隆汇2月2日｜WTI原油日内大跌5%，现报62.49美元/桶。布伦特原油现跌4.8%。

格隆汇2月2日｜中证500股指期货(IC)主力合约日内大跌3%，现报8127.0点。

为上海在推进中国式现代化中充分发挥龙头带动和示范引领作用贡献了政协力量。 今天上午，上海市政协副主席黄震受中国人民政治协商会议上海市第十四届委员会常务委员会的委托，向大会报告十四届三次会议以来的提案工作情况。 黄震说，市政协十四届三次会议以来，常委会坚持以习近平新时代中国特色社会主义思想为指导，深入学习贯彻中共二十大和二十届二中、三中、四中全会精神，深入学习贯彻习近平总书记考察上海重要讲话精神，全面落实中共上海市委部署要求，团结引导广大政协委员和市政协各参加单位、各专门委员会，积极通过提案履行职能。一年来，共收到提案1269件，经审查立案1046件，其中委员个人或联名提案853件，各党派、团体、界别、专门委员会提案193件。提案紧紧围绕进一步全面深化改革、推进上海现代化建设，提出了许多建设性、针对性、可行性的对策建议。 市委、市政府高度重视提案工作，市委、市政府领导班子成员牵头协调办理15个专题、20件提案，示范带动提案办理持续深化。各承办单位压实责任、规范程序、高效办理，已办结提案1041件，其中，办理结果为“解决或采纳”的941件，占90.39%；“列入计划拟解决”的19件，占1.83%；“留作参考”的81件，占7.78%。提案中的一大批意见建议转化为发展实效，为上海在推进中国式现代化中充分发挥龙头带动和示范引领作用贡献了政协力量。

蛇口是深圳南山区下辖的街道。在很多国人的记忆里，这个名字曾经指代一种时代气质。 1979年7月，蛇口工业区破土动工，“时间就是金钱，效率就是生命”的标语写进中国改革开放的集体叙事。那一年，深圳尚未成为经济特区，中国的市场化改革刚刚起步。 四十多年后，当中国城市竞争进入以创新能力和产业结构为核心的新阶段，蛇口所在的南山区，再一次站到了聚光灯下。 1月27日，在深圳南山区区两会上，一组数据被正式公布：2025年，南山区地区生产总值突破1万亿元，成为首个万亿GDP地市辖区。 此前，全国只有上海浦东新区、北京海淀区迈入“万亿俱乐部”，而它们均为直辖市的区。 南山天际线（图源：读城记） 南山的体量变化尤其引人注目。2020年，南山区GDP尚为6527亿元；此后五年，连跨四个千亿级台阶，年均增速保持在5.8%以上。2025年，南山区GDP首破万亿元，地均GDP达54亿元/平方公里，人均GDP超过54万元，两项指标均位居全国前列。 在高基数背景下，这样的增长速度，意味着在原本的经济体量上，又生长出一个中等城市规模的增量。 问题随之而来：南山如何持续领跑？ 一条时间线：从试验到集聚 如果把南山的发展拉一条时间线，那么南山的起点，几乎与中国改革开放的起点同步。 1979年1月31日，中央批复同意建立蛇口工业区。同年7月，“开山第一炮”在蛇口滨海炸响。这声炮响，不仅改变了一片山海之间的地貌，也撬动了改革开放的可能性。用工制度、工资分配、土地使用、招商引资，一系列突破性尝试在这里展开。 1983年，国务院批准设立南头区，行政区域与今之南山区行政区域大体相同；不过又在一年后经广东省委、省政府批准，划出南头区部分地域，设立蛇口区。1990年，南山区正式成立，管辖原南头区与蛇口区行政区域。从行政建制上看，这是一块伴随改革而生的城区。 随后四十多年，深圳快速成长为全国经济总量排名前列的城市，而南山，则长期稳居深圳各区之首。到2020年，深圳GDP达到2.77万亿元，进出口总额超3万亿元，南山贡献了其中最核心的科技与产业力量。 但把时间拨回十年前，南山并非一骑绝尘。在粤港澳大湾区内部对比中，南山更多只是“第一梯队”的成员之一，与广州天河、深圳福田等功能区相比，各有优势，并未形成绝对领先。 要说真正的分化，发生在“十四五”这五年。 2020年，南山区的经济总量占到深圳全市的23.5%，到2025年，...

格隆汇2月2日｜摩根士丹利的两名策略师在研究报告中表示，日债收益率曲线可能在第四季度呈熊市陡峭化走势。策略师称，由于美国经济增长具有韧性，且预计2026年日本央行加息步伐将加快，市场将逐渐上调短期利率预期，从而推动这种熊市陡峭化。策略师表示：“由于有迹象显示私人消费依然强劲，我们的美国经济学家同事现已上调了增长预测，而我们的日本团队目前预计日本央行的下一次加息将在2026年6月的会议上进行。”该行预计，预计第一季度和第二季度10年期日债收益率为2.30%，第三季度为2.45%，第四季度为2.40%。目前10年期日债收益率上涨2.5个基点至2.270%。

法院查明，白家犯罪集团涉赌、诈等资金290余亿元，造成6六名中国公民死亡、多人受伤。白家在果敢四大家族中最为显赫，家主白所成曾任果敢自治区主席 最高人民法院认为，被告人白应苍组织、领导白家犯罪集团，武装庇护电诈犯罪集团实施犯罪，被告人杨立强、胡小姜、陈广益分别组织、领导、参加电诈犯罪集团或团伙实施犯罪，分别构成故意伤害、故意杀人、诈骗、贩卖、制造毒品等多项罪名。图：央视新闻 【财新网】 继明家之后，缅北果敢的另一电诈家族也以执行死刑收场。2月2日，深圳市中级法院通报，此前该院一审判处白家犯罪集团案白所成、白应苍、杨立强、胡小姜、陈广益等5人死刑。白所成在一审宣判后因病死亡，其他被告人上诉被广东省高级法院驳回，维持原判。最高法院进行死刑复核后，深圳中院依法对白应苍等4名罪犯宣判并执行死刑。 最高法院经复核确认，以白应苍等为首要分子的白家犯罪集团，在缅甸果敢地区通过自行修建、合作开发等方式设立多个园区，招揽、吸引杨立强等多名“金主”入驻并提供武装庇护，伙同“金主”实施电信网络诈骗、开设赌场、故意杀人、故意伤害、绑架、敲诈勒索、组织、强迫卖淫等犯罪，涉赌、诈等资金290余亿元，造成6名中国公民死亡、多名中国公民受伤。此外，白应苍还结伙贩卖、制造毒品甲基苯丙胺约11吨。