在周一遭遇大幅抛售后，韩国股市周二强劲反弹。随着全球市场趋于稳定、市场对人工智能（AI）支出前景的担忧有所缓解，韩国科技巨头股价恢复强劲走势。 Kospi指数盘中一度上涨5%，创4月10日以来最大单日涨幅。芯片制造商三星电子和SK海力士为主要推手，两者股价均升逾6%。过去12个月韩国基准股指实现翻番，成为全球表现最佳的主要股指。 韩国股市周二的反弹主要由本地机构投资者推动，外资也净买入股票，而散户投资者则抛售。 责任编辑：于健 SF069

Tesla introduces new Model Y variant in US priced at $41,990 Reuters

Tue, February 3, 2026 at 1:49 AM UTC Tesla Inc.'s official launch in Colombia Feb 2 (Reuters) - ​Electric ‌automaker Tesla ‌introduced a new ⁠variant ‌of its ‍Model Y vehicle ​in ‌the United States priced ⁠at $41,990, the ​company's ​website showed ‍on ⁠Monday. (Reporting by ⁠Ananya Palyekar ‌in ‌Bengaluru)

格隆汇2月3日｜近日，国务院国资委召开2026年度中央企业、地方国资委考核分配工作会议，会议强调，2026年，国资国企要聚焦高质量发展主题，进一步深化改革，深入实施“一企一策”分类考核，切实加强收入分配管理，健全科技创新激励保障机制，推动三项制度改革走深走实，深化考核分配信息系统建设应用，推动考核分配体系化制度更加科学，专业化监管更加精准，数智化赋能更加有效，引导支持国有企业和国有资本做强做优做大，实现“十五五”良好开局。会议以视频形式召开。会上，国家电网、中国移动、中国中车集团及贵州省国资委作了经验交流。国务院国资委有关厅局负责同志，各中央企业、地方国资委分管考核分配工作的负责同志参加会议。

加强科创金融改革试验区和股权投资、并购、金融科技等集聚区建设。 据上观新闻，上海市第十六届人大四次会议2月3日上午在世博中心开幕。上海市市长龚正作《政府工作报告》。 报告表示，今年要配合中央金融管理部门纵深推进金融体制改革，加强科创板制度建设，推动银行间和交易所债券市场互联互通，探索构建离岸金融体系，提高跨境金融服务便利化水平，加快建设自主可控的人民币跨境支付体系。 加强科创金融改革试验区和股权投资、并购、金融科技等集聚区建设，更大力度培育壮大长期资本、耐心资本，完善产融对接机制，推动更多金融资源用于支持扩大内需、科技创新、先进制造、绿色发展和中小微企业。

格隆汇2月3日｜据上观，上海市第十六届人大四次会议2月3日上午在世博中心开幕。上海市市长龚正作《政府工作报告》。报告表示，今年要深化国际经济中心建设。聚焦建设现代化产业体系，持续巩固壮大实体经济根基，在石化、钢铁等行业持续开展数智技术、绿色技术改造和产线升级，在集成电路、生物医药、人工智能等领域加快实施一批重大产业项目，积极支持智能网联新能源汽车、海洋经济、低空经济、航空航天、卫星互联网等产业发展，培育特色数字产业集群，大力推动服务业扩能提质、集聚发展。

格隆汇2月3日丨博雷顿(01333.HK)跌0.74%，报18.9000港元，股价创历史新低，总市值73.64亿港元。

Hong Kong stocks rose on Tuesday, tracking overnight gains on Wall Street, as precious metals climbed after geopolitical tensions eased, stabilising risk sentiment. The Hang Seng Index climbed 0.8 per cent to 26,995.76 at the open, paring some of the 2.2 per cent loss recorded in the previous session. The Hang Seng Tech Index gained 0.7 per cent. On the mainland, the CSI 300 Index lifted 0.9 per cent and the Shanghai Composite Index added 0.7 per cent. Online-game provider NetEase jumped 3.6 per cent to HK$205, while online travel-booking agency Trip.com rose 1.6 per cent to HK$485, and e-commerce major Alibaba Group Holding added 1.3 per cent to HK$165.40. Gold miner Zijin Mining Group gained 3.4 per cent to HK$40.90, and aluminium producer China Hongqiao Group advanced 1.6 per cent to HK$35.42. Advertisement Limiting gains, smartphone and car maker Xiaomi fell 0.7 per cent to HK$34.82, search-engine firm Baidu dropped 0.3 per cent to HK$146.20 and blind-box toymaker Pop Mart International Group slipped 0.4 per cent to HK$225.40. Overnight in the US, the S&P 500 Index rose 0.5 per cent and the Dow Jones Industrial Average gained 1.1 per cent. Sentiment improved after US President Donald Trump said he would cut tariffs on India to 18 per cent after Prime Minister Narendra Modi agreed to halt purchases of Russian oil. Gold prices later jumped 2.8 per cent and silver surged 4.5 per cent, snapping a three-day losing streak. Advertisement

格隆汇2月3日｜国务院台湾事务办公室定于2026年2月5日上午10:00在国台办新闻发布厅（广安门南街6-1号广安大厦中门四层）举行例行新闻发布会，发言人就近期两岸热点问题回答记者提问。

The American electric car manufacturing giant Tesla Inc., headed by billionaire Elon Musk, entered India with the launch of the Model Y EV SUV last year. However, the sales of this SUV have been very slow, and in order to increase them, the company is offering exciting deals. These offers include a Rs 3 lakh exchange bonus, a complimentary home charger, and an affordable EMI of Rs 49,000. Tesla Model Y getting Rs 3 lakh discount Tesla India has rolled out a new scheme called the Tesla EV Switch and Save Program. With this scheme, it is targeting existing petrol and diesel car owners and is offering a flat exchange incentive of Rs 3,00,000. The company has highlighted that this amount will be offered on top of the existing car’s valuation. It has to be noted that this offer is only available on selected models and selected specifications. As per Tesla, this offer is only valid for deliveries before 31st March 2026. With this scheme, Tesla aims to aggressively reduce the acquisition cost of its vehicle and use the exchange bonus to offset high import duty-driven pricing. Apart from the exchange bonus, Tesla India is also offering a very affordable EMI of Rs 49,000 with the Model Y SUV. For this EMI, the buyer will have to pay a down payment of Rs 6 lakh. Tesla also claims that with its vehicle, the owner will be able to save Rs 20,000 per month on fuel and maintenance compared to petrol and diesel cars. According to Tesla, this brings an effective monthly cost to Rs 29,000. The company has highlighted that this particular EMI is indicative and subject to approval from the financier. Also, the saving of Rs 20,000 per month has been calculated on the basis of an average usage of 1,500 km per month. Actual savings may vary significantly depending on electricity tariffs, driving habits, and maintenance costs. Lastly, Tesla India is also offering a complimentary home charger with the Model Y electric SUV. This home charger, as per the company, reduces the running cost of i...

基本建成具有世界影响力的社会主义现代化国际大都市。 据上观新闻，上海市第十六届人大四次会议2月3日上午在世博中心开幕。上海市市长龚正作《政府工作报告》。 龚正在关于《上海市国民经济和社会发展第十五个五年规划纲要（草案）》的说明中指出，《纲要（草案）》提出了“十五五”时期上海经济社会发展的主要目标，到2030年，高质量发展取得显著成效，城市核心功能实现新跃升，高水平改革开放取得新突破，社会文明程度明显提升，人民城市建设持续深化，城市治理现代化水平显著提高。《纲要（草案）》还展望了到2035年的奋斗目标，在“十五五”基础上再奋斗五年，上海“五个中心”功能全面升级，重要发展指标达到国际领先水平，城市能级和核心竞争力显著提升，人均地区生产总值比2020年翻一番，基本建成具有世界影响力的社会主义现代化国际大都市。

格隆汇2月3日｜港股航空股盘初拉升，其中，中国东方航空涨超4%，中国南方航空、中国国航涨约3%，国泰航空涨1.6%，美兰空港飘红。 消息上，一年一度的“中国春节人口大迁移”2月2日启幕。据悉，春运期间，多航司部分热门航线客座率已至八成以上，整体航线客座率情况仍处于上升期。根据航旅纵横提供的数据，春运首日，国内航线机票预订量超186万张，同比增长约5%；出入境航线机票预订量超25万张，比去年春运同期增长约7%。 从票价来看，同程旅行方面称，从其平台数据来看，2月2日，国内和国际机票均价相比上周同期略有提升，但总体保持平稳，预计将在2月7日开始呈现明显上扬。与此同时，各航空公司针对春运需求旺盛的航线，对运力进行了调整。

【港股光通讯概念股走强 FIT HON TENG涨近4%】财联社2月3日电，截至发稿，FIT HON TENG(06088.HK)涨3.83%、长飞光纤光缆(06869.HK)涨2.78%、汇聚科技(01729.HK)涨3.07%。

NYMEX铂金主力合约大涨5%，现报2213.9美元/盎司。

hapabapa/iStock Editorial via Getty Images The iShares S&P Small-Cap 600 Value ETF ( IJS ), launched on 07/24/2000 by BlackRock, Inc., and managed by BlackRock Fund Advisors, provides exposure to undervalued stocks within the small-cap segment of the U.S. equity market. It manages ~$7 billion and charges an expense ratio of 0.18%. Though I initiated coverage with a hold rating in 2024, I discussed the potential of small-cap value stocks in an environment where high interest rates should start falling in the near term. The environment, however, has changed as interest rates are closer to the "floor" the Fed targets, and economic growth might be slower for some time, favoring large-cap stocks. Nonetheless, I maintain my hold . Methodology IJS tracks the S&P SmallCap 600 Value Index, which starts with an available universe offered by the S&P SmallCap 600 Index. It selects stocks based on the following metrics: book value to price ratio, earnings to price ratio, and sales to price ratio. This is a classic approach and absolutely defensible; value can be sufficiently established using just revenue, EPS, and book value, as these values cover various aspects of the business's size and profitability relative to price. In fact, there are some funds that solely rely on book value to identify value stocks. Here, the index also screens for profitability and financial viability (positive earnings in the most recent quarter and over the trailing four quarters are required). The expense ratio may be considered high by those who are used to sub-0.1%, but considering what's offered here, it isn't unreasonable. The constituents are market-cap-weighted, but names in the parent index that are considered "blend" are also included in the index; how much of their market cap is considered for inclusion depends on their value scores. Rebalancing is done on an annual basis. Portfolio An advantage the ETF has is that concentration risk is much lower than that implied by broad-market funds her...

Philip Morris International Inc. (ZYNS.TO) 公司概況及事件 Yahoo 財經

The release of millions of documents on the Jeffrey Epstein case has not resulted in the arrest of any of the rich and powerful whose names crop up in the files. The BBC's chief North America correspondent, Gary O'Donoghue, takes a look at why figures in business, entertainment and politics may feel the danger has largely passed. Video produced by Daniel Wittenberg. Filmed by Maxine Collins. Edited by Alex Foster.

格隆汇2月3日｜据上观，上海市第十六届人大四次会议2月3日上午在世博中心开幕。上海市市长龚正作《政府工作报告》。龚正说，综合各方面因素，建议今年全市经济社会发展的主要预期目标是：全市生产总值增长5%左右，地方一般公共预算收入增长2%，全社会研发经费支出相当于全市生产总值的比例达到4.6%左右，城镇调查失业率5%以内，居民人均可支配收入增长与经济增长保持基本同步，居民消费价格涨幅2%左右。

Source: Bloomberg, 4:14

格隆汇2月3日｜韩国KOSPI指数上涨5%，至5,198.08点。

财联社2月3日讯（编辑 杨斌 实习生 梁泽丰） 期货行业监管呈现高压态势。 财联社据企业预警通数据统计，2025年全年，期货行业累计接收各类监管函件（以下统称罚单）超110份，涉及期货公司及其分支机构69家。2026年开年以来，期货业监管高压态势不减，1月多地证监局已对相关期货公司开出6张罚单。 罚单涉及的违规类型广泛，涵盖从事违规活动、居间人管理、互联网营销管理、内部管理等多个方面。其中，互联网营销领域问题尤为突出，全年共有24家期货公司因相关业务违规被罚。 2025期货行业超百张罚单落地，监管动用业务限制手段 企业预警通信息显示，2025年，中国证监会及其派出机构、中国期货业协会、国家金融监督管理总局广东监管局等对外公示的期货行业罚单达到112张，涉及69家期货公司及其分支机构，包括瑞达期货、民生期货等。 从处罚主体来看，地方监管局是监管主力，全年共开出103张罚单，占比达92%。其中，上海证监局开出的罚单数量在各地证监局中居首，占比达22%；此外，中国期货业协会开出罚单6张，国家金融监督管理总局广东监管局2张，中国证监会1张。 （数据来源：企业预警通，财联社整理） （数据来源：企业预警通，财联社整理） 根据中国证监会发布的《期货公司监督管理办法》第一百零九条，期货公司及其分支机构、相关责任人员违反规定的，中国证监会及其派出机构可依法采取监管谈话、责令改正、出具警示函等监管措施。 从处罚类型分析，2025年监管部门主要采取“责令整改”的监督管理措施，处罚次数达49次；其次是“出具警示函”，共41次；“监管谈话”5次。 （数据来源：企业预警通，财联社整理） 值得关注的是，监管部门在部分案例中还动用了实质性的业务限制手段。中辉期货、恒力期货芜湖营业部、恒银期货武汉营业部、天富期货武汉分公司及国富期货武汉分公司均被采取“暂停期货经纪业务新开户”的处罚，违规原因涉及互联网营销业务违规、内部管理存在缺陷等。 互联网营销成违规“重灾区” 据财联社不完全统计，2025年期货行业罚单涉及的违规类型广泛，涵盖从事违规活动、居间人管理、互联网营销管理、内部管理等多个方面。其中，互联网营销领域问题尤为突出，全年共有24家期货公司因相关业务违规收到罚单。 具体来看，2025年12月31日，深圳证监局发布3则针对公司的监管措施决定，针对中泰期货深圳分公司、中盛期货深圳分公司、徽商期货深圳...

建议今年全市经济社会发展的主要预期目标是：全市生产总值增长5%左右，地方一般公共预算收入增长2%。 据上观新闻，上海市第十六届人大四次会议2月3日上午在世博中心开幕。上海市市长龚正作《政府工作报告》。 龚正说，综合各方面因素，建议今年全市经济社会发展的主要预期目标是：全市生产总值增长5%左右，地方一般公共预算收入增长2%，全社会研发经费支出相当于全市生产总值的比例达到4.6%左右，城镇调查失业率5%以内，居民人均可支配收入增长与经济增长保持基本同步，居民消费价格涨幅2%左右。

格隆汇2月3日｜广东省优化营商环境三大方案政策解读新闻发布会2月2日举行。广东省发展和改革委员会主任龚桢梽表示，广东将出台实施《广东省加快应用场景创新工作方案》，落细落实国家部署的22个重点领域，强化全省场景资源开放和协同共享，特别是推动国有企业主动开放主业领域场景，吸引民营企业、中小企业和广大科研院所参与。

2月3日，花旗研报指出，当前的 黄金 价格已严重透支了未来的不确定性，大幅下调对金价的中长期预期，警示在熊市情境下，金价或将跌至3000美元/盎司水平。 花旗全球 大宗商品 主管Maximilian Layton表示，虽然短期内金价仍有可能冲高，但其估值已达到极端水平。当前金价的泡沫化特征，首先是与实体经济的脱钩，目前全球对黄金的年度支出占GDP比例已升至0.7%，这是过去55年来的最高水平。此外，当前的金价已完全脱离了采矿业的边际生产成本。 报告预计，支撑当前高金价的一系列风险因素将在今年晚些时候消退。原因包括地缘政治降温，在基准情景中，俄乌冲突有望在2026年夏季前达成 某 种形式的协议，同时伊朗局势将出现降级态势。其次，美国经济可能进入“金发姑娘”状态，即高增长、低通胀，将削弱对黄金的投资组合对冲需求。最后，花旗预计美联储将保持独立性，这亦被视为金价的中期利空因素。 基于上述分析，花旗预测金价将在2026年下半年开始回落，并在2027年进一步 下跌 。在基准情境下，2027年金价将回落至4000美元/盎司。而在概率为20%的熊市情境下，金价可能跌至3000美元/盎司。

国务院新闻办公室定于2026年2月4日(星期三)上午10时举行新闻发布会，请中央财经委员会办公室分管日常工作的副主任、中央农村工作领导小组办公室主任韩文秀，中央财经委员会办公室副主任、中央农村工作领导小组办公室副主任祝卫东介绍锚定农业农村现代化、扎实推进乡村全面振兴有关情况，并答记者问。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

韩国KOSPI指数上涨5%，至5198.08点。SK海力士涨超8%，三星电子涨近7%。

Japan’s Nikkei 225 climbed as much as 3.1% amid a revival in risk appetite after gold paused its decline and as strong earnings in banks and tech fueled optimism. The broader Topix index also rose as much as 2.5%, marking the biggest intraday gain for both benchmarks since Jan. 13. Tech and banks contributed most to the rise. Mizuho Financial Group Inc. was one of the best performers, advancing as much as 5.6% after its quarterly profit beat market expectations and it announced an additional share buyback. Other lenders like Mitsubishi UFJ Financial Group Inc. were also strong. Meanwhile, tech firms like TDK Corp. and Kyocera Corp. helped boost the blue-chip Nikkei after posting similarly strong earnings. AI-related shares like Ibiden and Fujikura also climbed, fueled by gains in US names like Intel and Texas Instruments overnight. Read more: TDK Shares Soar After Forecast Beat Outweighs Memory Price Fears Investors are “turning more risk-on, with precious metals stabilizing and the market liking the manufacturing data” from the US, wrote Andrew Jackson , Japan equity strategist at Ortus Advisors, in a note. US manufacturing activity unexpectedly expanded in January at the fastest clip since 2022, energized by solid growth in new orders and production. The “medley of upside” from strong US tech shares on Monday is also a tailwind for their Japanese peers Tuesday, Jackson added. The drop in Japanese equities on Monday afternoon has also likely led to some dip-buying, said Hideyuki Ishiguro , chief strategist at Nomura Asset Management. “The major indexes had reached attractive valuations by the previous day, making them ripe for a technical rebound,” he said Growing expectations of a landslide victory for Japan’s ruling party in the lower house election to be held on Feb. 8 are also likely supporting the market, Ishiguro added.