BEIJING, CHINA - SEPTEMBER 12: The national flags of Venezuela and China flutter at Tian'anmen Square on September 12, 2023 in Beijing, China. Vcg | Visual China Group | Getty Images Venezuela has assured Beijing that its oil pricing will not be dictated by the U.S. and that Chinese investment in the South American country remains secure, according to state media. Speaking at a press briefing Tuesday, Remigio Ceballos, Venezuelan ambassador to China, dismissed reports that Washington would influence the price China pays for Venezuelan crude, saying Caracas would not abide by U.S. arrangements. The Wall Street Journal reported last month that U.S. President Donald Trump was considering exerting control over Venezuela's state-run oil company Petróleos de Venezuela SA, or PDVSA, including lowering prices to $50 per barrel . "Regarding oil pricing, Venezuela will not heed the arrangements of the United States or other countries. We have the right to make independent decisions, and oil prices will be determined based on international market prices," Ceballos said. The comments came about a month after the U.S. captured Venezuelan President Nicolás Maduro and his wife, Cilia Flores, in a surprise military operation, and moved to assert influence over its oil sector through sanctions and negotiated oil sales. China, which has absorbed much of Venezuela's crude exports at steep discounts due to U.S. sanctions, has condemned the U.S. military attack on Venezuela and called for the release of Maduro. Ceballos described the capture of Maduro as a "warning to the entire world" but sought to play down the impact on Venezuela's ties with China. "China and Venezuela are trusted partners," he said, adding that the relationship was built on mutual trust and could not be swayed by any third country. The ambassador also sought to assure that Chinese investment in Venezuela will be secure. "Chinese enterprises operating in Venezuela and investments from other nations have continued to ...

印度财政部高级官员周二表示，印度政府将运用包括债券置换在内的多种工具，确保其在4月开启的新财年中实施的创纪录借款计划，不会扰乱市场或推高收益率。 经济事务秘书 Anuradha Thakur 称，该借款计划将确保利率具备竞争力，且不会“扰乱”市场。 “健康的市场对我们而言同样重要，”她补充道，美印贸易协定相关的不确定性已消除，这提振了投资者信心。 Thakur表示，随着贸易协定的落地，“外国证券投资情绪将有所转变……卢比也已开始升值”。 此前，印度债券市场一直受巨额政府借款的冲击。目前投资者预计，在下一财年，印度联邦政府与各邦政府的债务供应量将达到创纪录的30万亿卢比（约合3318.1亿美元），而此时印度央行的降息周期已接近尾声。 政府债券收益率决定着企业和家庭的借贷成本。 印度财政部长 Nirmala Sitharaman 在周日的预算演讲中宣布，2026-27财年政府计划借款17.2万亿卢比，较本财年的14.61万亿卢比增长约17%。 预算公布当日，印度基准10年期债券收益率飙升至一年高点，但在贸易协定消息公布后的次日便有所回落。 责任编辑：陈钰嘉

文章提及标的 金新农 -- 兴业银行 -- 金新农（002548）公告，控股股东广州金农产业投资合伙企业(有限合伙)于2026年02月03日解除质押股份2500万股，占其所持股份9.97%、占公司总股本3.02%，该笔质押起始日为2025年01月16日，质权人为兴业银行（601166）股份有限公司广州分行。截至公告披露日，金农产投持股2.51亿股，持股比例30.27%，累计被质押5700万股，占其所持股份22.74%、占公司总股本6.88%。

19m ago 08.54 GMT PM agrees to release some files on Mandelson appointment Good morning. The government has agreed to release potentially a large amount of information relating to how Peter Mandelson came to be appointed ambassador to Washington. The decision marks a win for Kemi Badenoch, who forced this decision by tabling a humble address motion in the Commons which the government does not have the confidence to fully oppose. Ironically, it was Keir Starmer himself who encouraged the use of the parliamentary weapon that Badenoch is using. Opposition parties can table motions for debate, but most of them are not binding. However, if they table a humble address (“That an humble address be presented to His Majesty, that he will be graciously pleased to give directions to require the government to lay before this house all papers relating to” etc), and it passes, the government has to compy. In 2017 Starmer, the then shadow Brexit secretary, won a humble address vote that forced the release of documents relating to the economic impact of Brexit. It was the first time for years the device had been used successfully. Since then humble addresses have become almost commonplace. Here is the motion tabled by the Conservatives for debate today. That an humble address be presented to His Majesty, that he will be graciously pleased to give directions to require the government to lay before this house all papers relating to Lord Mandelson’s appointment as His Majesty’s ambassador to the United States of America, including but not confined to the Cabinet Office due diligence which was passed to Number 10, the conflict of interest form Lord Mandelson provided to the Foreign, Commonwealth and Development Office (FCDO), material the FCDO and the Cabinet Office provided to UK security vetting about Lord Mandelson’s interests in relation to Global Counsel, including his work in relation to Russia and China, and his links to Jeffrey Epstein, papers for, and minutes of, meetings relat...

Godsey & Gibb Inc. trimmed its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 159,201 shares of the iPhone maker's stock after selling 1,893 shares during the quarter. Apple makes up approximately 3.6% of Godsey & Gibb Inc.'s investment portfolio, making the stock its 3rd largest position. Godsey & Gibb Inc.'s holdings in Apple were worth $40,537,000 at the end of the most recent quarter. Several other hedge funds have also recently added to or reduced their stakes in AAPL. Pinnacle Bancorp Inc. lifted its holdings in Apple by 3.4% in the 3rd quarter. Pinnacle Bancorp Inc. now owns 34,062 shares of the iPhone maker's stock valued at $8,673,000 after purchasing an additional 1,109 shares in the last quarter. MGO One Seven LLC raised its position in shares of Apple by 22.2% in the third quarter. MGO One Seven LLC now owns 554,166 shares of the iPhone maker's stock valued at $141,107,000 after buying an additional 100,631 shares during the last quarter. Meeder Asset Management Inc. lifted its stake in shares of Apple by 91.5% in the third quarter. Meeder Asset Management Inc. now owns 402,407 shares of the iPhone maker's stock worth $102,465,000 after buying an additional 192,240 shares in the last quarter. Citizens Financial Group Inc. RI boosted its position in Apple by 48.4% during the third quarter. Citizens Financial Group Inc. RI now owns 1,426,605 shares of the iPhone maker's stock worth $363,256,000 after acquiring an additional 465,393 shares during the last quarter. Finally, Meeder Advisory Services Inc. grew its stake in Apple by 8.0% during the 3rd quarter. Meeder Advisory Services Inc. now owns 354,537 shares of the iPhone maker's stock valued at $90,276,000 after acquiring an additional 26,189 shares in the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds. Get Apple alerts: Sign Up Apple Pric...

Lederer & Associates Investment Counsel CA lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 6.6% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 51,861 shares of the iPhone maker's stock after selling 3,656 shares during the quarter. Apple makes up 8.6% of Lederer & Associates Investment Counsel CA's portfolio, making the stock its biggest position. Lederer & Associates Investment Counsel CA's holdings in Apple were worth $13,205,000 as of its most recent SEC filing. Several other large investors have also added to or reduced their stakes in the stock. Vanguard Group Inc. grew its stake in shares of Apple by 1.1% in the second quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker's stock worth $290,506,933,000 after acquiring an additional 15,141,995 shares during the last quarter. State Street Corp raised its position in shares of Apple by 0.9% in the 2nd quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares during the last quarter. Geode Capital Management LLC boosted its stake in Apple by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock worth $72,506,336,000 after purchasing an additional 4,942,638 shares in the last quarter. Norges Bank bought a new position in Apple in the 2nd quarter worth about $38,942,255,000. Finally, Northern Trust Corp grew its position in Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after purchasing an additional 20,079,472 shares during the last quarter. Institutional investors own 67.73% of the company's stock. Get Apple alerts: Sign Up Insider Activity In related news, insider Chris Kondo sold 3,752 shares of the business's sto...

Alley Investment Management Company LLC decreased its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 8.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 124,043 shares of the iPhone maker's stock after selling 11,258 shares during the quarter. Apple makes up about 3.7% of Alley Investment Management Company LLC's holdings, making the stock its 3rd largest position. Alley Investment Management Company LLC's holdings in Apple were worth $31,585,000 at the end of the most recent reporting period. Several other institutional investors and hedge funds have also made changes to their positions in AAPL. ROSS JOHNSON & Associates LLC boosted its position in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after purchasing an additional 180 shares during the period. Nexus Investment Management ULC lifted its stake in Apple by 333.3% in the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after buying an additional 200 shares during the last quarter. LSV Asset Management acquired a new position in shares of Apple during the fourth quarter valued at $65,000. Morgan Dempsey Capital Management LLC grew its position in shares of Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock worth $88,000 after acquiring an additional 125 shares during the last quarter. Finally, HFM Investment Advisors LLC acquired a new stake in shares of Apple in the 1st quarter worth about $99,000. 67.73% of the stock is owned by hedge funds and other institutional investors. Get Apple alerts: Sign Up Insider Activity In other news, insider Chris Kondo sold 3,752 shares of the business's stock in a transaction on Friday, November 7th. The stock was sold at an average price of $271.23, for a total transa...

金健米业（600127）公告，公司及有关责任人收到湖南证监局行政监管措施决定书。经查，2020年至2022年，公司原子公司金健农产品（850200）(营口)有限公司与东方集团股份有限公司及其关联方14笔贸易业务全部为空转循环贸易，无实物流转且缺乏商业实质，收入不应确认。2020年，金健营口公司与黑龙江省讷河市粮食集团有限公司、辽宁鹏达农业发展有限公司的4笔贸易业务实际为代客户竞拍国家临储粮或储备粮业务，相关风险均由客户承担，不应采取总额法确认收入。以上两个事项共导致公司2020年至2022年度虚增营业收入分别为2.28亿元、2.66亿元、9295.6万元，分别占当年营业收入的3.98%、3.96%、1.45%；虚增营业成本分别为2.28亿元、2.65亿元、9288.44万元，分别占当年营业成本的3.99%、3.95%、1.43%；虚增利润总额分别为10.43万元、31.04万元、7.16万元，分别占当年利润总额的0.31%、-1.19%、-0.16%。

Nvidia's and Palantir's biggest cheerleaders are sending all the wrong signals to investors. Putting aside the short-lived periods of hype associated with precious metals and cryptocurrencies, no trend has more consistently captured the attention and capital of investors over the last three years than artificial intelligence (AI). AI looks to be the biggest technological advancement since the advent and proliferation of the internet in the mid-1990s. Empowering software and systems with the solutions to make autonomous decisions can boost the efficiency and/or growth rate for countless industries around the world. In other words, there's a reason shares of Nvidia (NVDA 2.82%) and Palantir Technologies (PLTR +6.85%) have soared since the beginning of 2023. But while the faces of the artificial intelligence revolution have laid a solid foundation and dazzled with their jaw-dropping sales growth, they've also presented investors with a $12.8 billion ominous warning. It begs the question: Are investors paying attention to this potential red flag from two of Wall Street's most influential AI stocks? Sustainable moats have powered Nvidia and Palantir to new heights Although AI has been a tailwind for a long list of companies in and beyond the tech sector, the core trait responsible for adding nearly $4.3 trillion in market cap to Nvidia and propelling Palantir's shares higher by almost 2,200% since the end of 2022 is their respective sustainable moats. Nvidia's graphics processing units (GPUs) account for the overwhelming majority of GPUs currently deployed in AI-accelerated data centers. These chips are the brains that support split-second decision-making and the training of large language models. While first-mover advantage has certainly helped Nvidia claim a monopoly like share of GPUs deployed in AI-accelerated data centers, it's the company's superior hardware that's primarily driven these sustained gains. None of its external competitors is particularly close to cha...

Nvidia and Palantir Are Sending a $12.8 Billion Ominous Warning to Wall Street -- but Are Investors Paying Attention? fool.com

格隆汇2月4日丨广生堂公告，公司创新药控股子公司福建广生中霖生物科技有限公司的在研乙肝治疗一类创新药奈瑞可韦GST-HG141的III期临床试验，已于近日完成全部受试者入组，合计入组578例。奈瑞可韦GST-HG141是新型乙肝核心蛋白/核衣壳调节剂，属于全新机制的在研抗乙肝病毒的一类创新药。迄今为止，全球范围内尚无同类产品上市，属潜在FIC（First in class）项目。

金价连续第二日上涨，反弹站上每盎司5000美元关口，此前贵金属价格从历史高点大幅崩盘，吸引逢低买盘纷纷入场扫货。 受市场风险偏好回暖及美元走弱推动，黄金现货周三涨幅最高达2.9%，前一交易日涨幅已超6%。目前金价较1月29日创下的历史高点回落约10%，但年内累计涨幅仍达17%左右，白银同步走高。 道明证券高级大宗商品策略师Daniel Ghali在报告中表示：“贵金属被动抛售或已接近尾声。上周的剧烈波动必然会让散户投资者持观望态度，这将流失一批占比日益提升的买方力量。” 上月贵金属价格大幅飙升，本轮涨势由投机动能、地缘政治动荡以及市场对美联储独立性的担忧共同支撑。但市场观察人士此前已警示，此次涨势涨幅过大、涨速过快。上周尾盘，贵金属涨势突然戛然而止，白银录得历史最大单日跌幅，黄金也迎来2013年以来最大单日跌幅。 此前中国资金与西方散户投资者已大举增持贵金属头寸，而投资者扎堆涌入杠杆交易型开放式指数基金、看涨期权买入潮兴起，进一步助推了价格上涨。上周五亚洲交易时段贵金属价格突发崩盘，跌势延续至本周初。 彭博汇编数据显示，中国大陆四只规模最大的黄金ETF周二合计资金流出近10亿美元，创历史单日流出额新高，也反映出投资者信心已遭受重挫。而就在上周，这几只ETF还录得创纪录资金流入。 不过，投资者与分析师认为，推动黄金触及历史高点的基本面因素仍未改变。富达基金投资组合经理George Efstathopoulos表示，该基金在黄金暴跌前数日减持了部分持仓，目前正等待再次入场的时机。 多家银行看好黄金价格反弹，德意志银行周一表态，将维持黄金涨至每盎司6000美元的预期。 高盛 集团分析师Lina Thomas与Daan Struyven在报告中称，其年末黄金价格5400美元的预期存在“显著上行风险”。 美国银行 指出，贵金属波动性仍将处于高位。该行欧洲、中东和非洲大宗商品交易主管Niklas Westermark表示，黄金的中长期投资逻辑比白银更稳固。他称，尽管价格高企与市场动荡可能影响持仓规模，但不会削弱投资者的整体兴趣。 黄金价格同时也持续获得地缘政治紧张局势的支撑，在美国海军击落一架伊朗无人机后，美伊紧张关系进一步升级。不过美国总统唐纳德・特朗普重申，两国正开展外交谈判。 责任编辑：李肇孚

棕榈股份（002431）公告，公司下属全资子公司河南棕榈水利（885572）建设发展有限公司与河南颜朵建筑工程有限公司组成的联合体被确认为商丘市睢阳区2025年高标准农田建设项目的中标单位。项目总投资约2.29亿元，中标价格为施工总承包经财政部门最终评审后施工结算价的99.86%，设计费用为223.6万元。河南棕建作为联合体牵头人，涉及中标的金额预计约2.28亿元，占公司2024年度经审计营业收入的7.44%。项目工期为360日历天，资金来源为超长期特别国债+财政资金。

格隆汇2月4日｜法国1月综合PMI终值为49.1，预期48.6，前值48.6。

格隆汇2月4日｜根据国际货币基金组织(IMF)的数据，过去四十多年间，全球经济格局发生了翻天覆地的变化。其中，美国的经济规模从1980年的2.9万亿美元增长至2025年的30.6万亿美元，持续领先于其他经济体。中国以接近19.4万亿美元GDP规模位列第二，相较1980年的排名上升五位。一些新兴市场国家的排名也随着时间的推移而上升，其中，印度以4.1万亿美元的GDP规模跻身前五。

格隆汇2月4日｜法国1月服务业PMI终值48.4，预期47.9，前值47.9。

Key Points Exxon was the second-highest dividend payer among S&P 500 companies last year. The oil giant has increased its dividend for 43 consecutive years. It's in a strong position to continue increasing its 3%-yielding payout. 10 stocks we like better than ExxonMobil › ExxonMobil (NYSE: XOM) paid a total of $17.2 billion in dividends to shareholders last year, the second highest among S&P 500 companies. The oil giant currently has a nearly 3% dividend yield, which is almost three times the S&P 500's level of 1.1%. The leading oil dividend stock's high yield enables investors to generate substantial passive income. A $3,000 investment in ExxonMobil could generate hundreds in dividend income in the coming years. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » A robust and growing income stream With its stock price recently around $139 a share, you can buy 21 shares of Exxon for $3,000 without purchasing any fractional shares. The oil company currently pays a quarterly dividend of $1.03 per share ($4.12 annualized). At that rate, you'd collect $86.52 of dividend income in the first year. That's a nearly 3% income yield on your cost basis. If Exxon simply maintained its dividend, you'd collect $432.50 of income over the next five years. However, Exxon will likely continue increasing its dividend. The oil giant raised its payment by 4% last year, extending its industry-leading growth streak to 43 consecutive years. The company has grown its payout at an average annual rate of 5.8% during that period. Assuming a more modest growth rate of around 4% annually (its average in more recent years), here's how much dividend income you could collect from Exxon over the next five years: Annual dividend rate Annual dividend income Year One $4.12 $86.52 Year Two $4.28 $89.98 Year Three $4.46 $93.58 Year Four $4.63 $97.32 Year Five $4.82 $101.22 Cumulative $468...

为 AI 数据中心提供芯片核心支持的德国企业英飞凌宣布，本财年计划额外投资 5 亿欧元 （约合 5.9165 亿美元）扩大产能，预计其相关业务营收将在 2027 年增长 三分之二 。 该公司于周三将 2026 财年（自 10 月 1 日起）的计划投资总额上调至 27 亿欧元 ，资金主要投向数据中心专用芯片领域。 据此，英飞凌预计，本财年 AI 业务营收将达 15 亿欧元 ，下一财年则攀升至 25 亿欧元 。财报发布后，公司股价早盘上涨 2.6% 。 英飞凌首席执行官约亨・哈内贝克表示：“在整体市场疲软的背景下，AI 需求的强劲增长为英飞凌带来了强劲的增长动力。” 他补充道：“为了以最佳方式服务客户，我们正调整产能以匹配持续增长的需求，并提前推进该领域的投资布局。” 此外，英飞凌公布集团第一季度营收为 36.6 亿欧元 ，略高于 1 月 27 日瓦拉研究发布的分析师调查预期（36.2 亿欧元）。 截至 12 月的 2026 财年第一季度，英飞凌核心盈利指标 —— 业务板块利润率达 17.9% ，超出市场预期。 公司表示，其功率与传感器系统板块一季度营收环比下降 3% ，至 11.7 亿欧元 ；但受数据中心需求驱动，该板块全年营收增速预计将大幅高于集团整体平均水平。 责任编辑：郭明煜

震惊资本市场！ 据财联社报道，马斯克团队近期“摸底”中国光伏产业链 ，已有异质结设备厂签单。 据知情人士称，近期马斯克旗下的SPACE X团队和Tesla团队“摸底”中国光伏企业，其中TESLA团队目前仅是验厂阶段，到访多家产业链企业；SPACE X团队主要到访光伏设备厂，并与国内某头部异质结设备厂有订单合作，但基于商业保密要求等因素，未作公开。 最新消息，市场传闻已获龙头企业证实，马斯克团队近期密访中国多家光伏企业的背后，是对一条新能源超级赛道的押注。 A股太空光伏板块早盘迎来强势上涨，太空光伏指数大涨2.73%。晶科能源股价直接涨停。马斯克团队近期密访中国多家光伏企业的消息，得到了晶科能源工作人员的证实。 在达沃斯世界经济论坛上，马斯克曾盛赞中国每年太阳能装机容量超1000吉瓦，配合储能的稳态供电可达250吉瓦。如今，这位科技大佬正将目光投向更远的地方——太空。 01 事件相关方已确认 财联社记者以投资者身份致电晶科能源后确认，公司近期确实与马斯克团队相关考察团有过接触。马斯克团队考察了公司的技术储备和生产设备。 对于合作意向及具体考察细节，接线工作人员表示不便透露。他同时透露：“国内主流光伏企业也均有考察”。这意味着马斯克的考察范围远不止一家企业。 晶科能源是全球组件龙头企业，连续多年位居组件出货量第一。事实上，该公司亦是最积极拥抱太空光伏的行业龙头。 资本市场对此消息反应迅速。 截至今天午盘，太空光伏指数大涨2.73%。晶科能源、中来股份等公司股价表现尤为抢眼。 02 深入摸底 知情人士透露，马斯克旗下的SpaceX团队和Tesla团队都在“摸底”中国光伏企业。 其中Tesla团队目前仅是验厂阶段，而SpaceX团队则有进一步动作。 SpaceX团队主要到访光伏设备厂，并与国内某头部异质结设备厂已有订单合作。不过基于商业保密要求，这一合作未作公开。 马斯克团队重点考察了有异质结、钙钛矿技术路线的光伏企业。这些技术路线被业内视为下一代光伏技术的代表。 一位企业人士告诉财联社记者，目前能整线供应异质结设备的企业较少。马斯克团队此前已向国内某异质结企业稳定采购，且合作还在持续。 03 马斯克的能源版图 今年1月的达沃斯论坛上，马斯克曾明确表示，SpaceX与特斯拉正同步推进太阳能产能提升。 他设定的目标是未来三年内实现每年100GW的太阳能制造能力。这个数字是什么...

Bill Winters. Photo: VCG Standard Chartered CEO Bill Winters said China’s wealth accumulation makes it essential for major global financial institutions, even as geopolitical tensions complicate Western engagement with Beijing. Winters made the remarks in an interview with Caixin during a Jan. 28-31 visit to China alongside British Prime Minister Keir Starmer. The delegation included senior figures from Britain’s financial sector.

数据中心制冷业务是中央空调行业盘整期的重要增长点，但竞争也在加剧，机会与挑战并存。 在传统工程需求持续走弱的背景下，中央空调行业进入调整期。格力电器（000651.SZ）和美的集团（000333.SZ）正将更多资源投入AI数据中心制冷等高算力基础设施领域，试图在新一轮算力建设中寻找结构性增量。但这一市场技术门槛高、竞争格局复杂，对传统暖通企业而言充满挑战。 第一财经记者了解到，格力、美的近年来均加快布局数据中心制冷业务，围绕高功率密度机房场景，推进液冷、磁悬浮等新技术方案的工程化应用。不过，行业人士指出，数据中心温控市场对系统设计能力、项目经验和长期运维要求极高，中央空调厂商仍面临来自专业温控企业和外资品牌的双重压力。 主业承压下寻找出口 目前，空调仍占格力电器收入约七成，中央空调是其中的核心板块。但在地产下行、传统工程需求疲软以及价格竞争加剧的影响下，行业整体增长承压。 产业在线数据显示，2025年中国中央空调行业销售规模为1386.8亿元，其中国内市场规模同比下滑7.4%，而出口市场同比增长12.7%。出口增长的重要推动因素之一，正是海外数据中心和算力基础设施的持续投入。 在此背景下，数据中心被视为中央空调行业少数仍具确定性的需求来源之一。格力、美的均已通过运营商集采、智算中心项目切入这一领域，但目前数据中心相关业务在其中央空调收入中的占比仍然有限，尚不足以对冲传统业务下滑。 随着AI算力提升，服务器机柜功率密度快速上升，传统风冷方案在能效和散热能力上的局限日益显现，液冷逐步成为高算力数据中心的重要技术路线。 产业在线高级分析师费腾对第一财经记者表示，液冷并非简单的设备升级，而是涉及系统架构、核心组件和运行模式的全面变化。“液冷更多是一种高算力场景下的补充方案，通常与风冷等方案共存，对系统集成和项目经验要求更高。” 这也意味着，中央空调厂商在制冷主机制造上的既有优势，并不能直接转化为数据中心领域的竞争壁垒。尤其是在液冷CDU、冷板、系统级调控和长期可靠性方面，企业仍需要通过项目不断积累经验。 近期，有投资者建议格力关注中科院团队提出的一种新型溶液制冷技术，格力回应称将持续关注相关研究进展。业内人士指出，这类前沿技术距离大规模商用仍存在不确定性，短期内难以改变数据中心制冷市场的主流技术路径。 专业温控厂商与外资品牌形成夹击 从竞争格局看，当前数据中心制冷市场主要由...

片仔癀（600436）公告，中国工商银行（601398）股份有限公司漳州分行已为公司控股股东九龙江集团出具《贷款承诺函》，同意为其提供片仔癀（600436）股份增持专项贷款支持，贷款金额不超过4.5亿元，贷款期限3年。除上述贷款外，九龙江集团增持片仔癀（600436）股份的其余资金为自有资金。此次增持计划（883915）可能存在因资本市场变化等风险导致无法达到预期的风险。

AMD today unveiled the Kintex UltraScale+ Gen 2 FPGA family. The company's latest announcement is a strategic play for the middle-of-the-market in the FPGA segment that's dominated by the likes of Intel Agilex 5 series. Targeting sectors that demand longevity and reliability, such as medical imaging, industrial automation, and broadcast video production, the Gen 2 family is not just a lithography shrink, but it represents a significant architectural modernization of the existing 16 nm Kintex platform, infusing it with the high-speed connectivity and memory standards required for the data-heavy workloads of 2027 and beyond.The original Kintex UltraScale+ series from the Xilinx era is popular in the industry, for a performance/Watt balance that made it the suitable for everything from ultrasound machines to 5G radio heads. However, as edge devices have become hungrier for bandwidth, the original platform's connectivity options began to show their age. The Gen 2 update addresses the I/O modernization need. The most striking upgrade is the memory subsystem, replacing DDR4 with newer LPDDR4X, DDR5 and LPDDR5X memory standards. LPDDR tends to be popular for compact, edge devices in the IIoT (industrial IoT) space. This should even pave the way for a new crop of 8K or 4K broadcast-tier cameras. Since these are produced in small batches, FPGAs are preferred over ASICs or elaborate SoCs.Memory is a key part of the I/O AMD updated with Kintex UltraScale+, the company also improved the chip's serial interconnects. To begin with, AMD is implementing PCI-Express Gen 4, an important update from the previous-gen chips that were limited to Gen 3, which should improve storage subsystem performance. The company also added dual 100G Ethernet MAC blocks, which should prove crucial in IIoT applications that rely on real-time data aggregation.AMD is competing not just with Agilex 5 series, but also Lattice Semiconductor's Avant series. Intel's chips are built on the Intel 7 foundry node,...

记者从中国铁路昆明局集团获悉，中老铁路开通运营以来，截至2月3日，全线累计发送旅客突破6600万人次，吸引了来自全球120余个国家和地区的旅客搭乘国际旅客列车跨境旅行。国铁昆明局昆明站值班站长关怡冉介绍，为满足旅客多元化出行需求，还开行了品质型、舒适型、普惠型的旅游列车，串联起国内昆明、大理、丽江、西双版纳等热门目的地，以及中国昆明至老挝琅勃拉邦、万象的跨境旅游列车，助力以文塑旅、以旅彰文，推动文化和旅游融合发展。（央视新闻）

财联社2月4日讯，市场探底回升，沪指重返4100点，深成指翻红，此前一度跌超1%，创业板指午后跌幅收窄。沪深两市成交额2.48万亿，较上一个交易日缩量633亿。盘面上，市场热点快速轮动，全市场超3200只个股上涨。从板块来看，煤炭概念掀起涨停潮，十余只成分股涨停，陕西黑猫、兖矿能源、中煤能源涨停。太空光伏概念爆发，中来股份20cm涨停，国晟科技2连板。机场航运概念走强，中国东航、华夏航空涨停。房地产板块表现活跃，荣安地产、财信发展、我爱我家涨停。下跌方面，AI应用、贵金属、算力硬件等板块跌幅居前。截至收盘，沪指涨0.85%，深成指涨0.21%，创业板指跌0.4%。 板块方面 煤炭股全线走强，山西焦煤、大有能源、兖矿能源、山煤国际、晋控煤业、潞安环能等涨停，陕西煤业、中国神华等同样涨幅居前。 消息面上，据报道，印尼矿业官员周二表示，由于印尼政府提出大幅减产计划，该国矿商已暂停现货煤炭出口。印尼上月向主要矿商下达的产量配额比2025年水平降低40%至70%，作为该国提振煤价计划的一部分。 开源证券认为，当前动力煤和炼焦煤价格仍处于历史低位。随着供给端“查超产”政策推动产量收缩，以及需求端进入取暖旺季，煤炭供需基本面有望持续改善。其中，动力煤有长协机制修复和“煤和火电企业盈利均分”的逻辑支撑；而炼焦煤因市场化程度更高，对供需变化更敏感，可能展现出更大的价格弹性。 太空光伏概念延续强势，中来股份20cm涨停，国晟科技、泽润新能2连板，晶科能源、TCL中环、永臻股份、协鑫集成等涨停，欧普泰、晶盛机电、天合光能涨幅居前。消息面上，财联社记者从多位产业链人士处获悉，马斯克团队近期“摸底”中国光伏产业链 。结合其此前宣布的200GW扩产目标，光伏产业链在太空光伏主题催化下持续受到市场关注。 财信证券分析认为，商业航天产业趋势已来，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发展趋势。不过需注意的是，太空光伏概念在此前已经历反复演绎整体位阶已然不低，在今日加速上涨后短线情绪或趋于高潮，仍需注意短线节奏。 房地产板块表现活跃，荣安地产、财信发展、我爱我家、京投发展等涨停，中洲控股、新城控股、滨江集团、金地集团等个股涨幅居前。 北京市住建委最新数据显示，1月北京二手住宅网签量达1.5万套，这是去年12月以来，网签...

这一现象在全国尤其是民营精神病院中“具有普遍性” “精神病院骗保问题不难查，就怕有的地方不查！”一名曾长期从事基金监管的地方医保局局长对第一财经记者说的话，道出了这一骇人听闻的违法违规行为长期存在的深层原因。所幸情况有望迎来改变。 据“湖北发布”消息，2月4日，针对媒体反映有的精神病医院“违规收治患者、涉嫌套取医保资金”等问题，湖北成立联合调查组，已赴襄阳市、宜昌市开展深入调查。联合调查组由省纪委监委、省卫健委、省公安厅、省医保局等部门组成。相关问题一经查实，将依纪依法严肃处理，追究相关人员责任。 近日，新京报记者卧底调查湖北襄阳、宜昌两地多家精神病院违规收治患者的报道，揭开了精神病院不为普通民众所知的涉嫌骗保内幕。2月3日，襄阳、宜昌两地分别发布通报，称已经成立工作专班或联合调查组，组织全面开展调查工作。第一财经当天发布的报道，揭露了更多惊人的真相。 第一财经记者从地方医保部门和专家处采访得知，虽然精神病院骗保对于普通民众来说有些“匪夷所思”，但在业内人士看来，这一现象在全国尤其是民营精神病院中“具有普遍性”。新京报的调查只是表明，襄阳、宜昌等地的问题尤为突出。 公开信息显示，在新京报此次报道之前，已有多地发生过精神病院骗保案件。例如，2009年至2012年间，海南省安宁医院被查实存在严重的“挂床住院”行为，即为并未实际住院的患者伪造全套病历和诊疗记录，累计虚列住院达2962人次，套取医保基金高达2414万余元。2014年至2015年，广西北海市合浦精神病医院采用另一种手法，对未离院的患者频繁办理虚假出入院手续（称为“分解住院”），以此重复获取医保支付，两年间至少操作73名患者。 去年，全国多地医保部门就精神病院违法违规使用医保基金问题进行了专项整治，但相关行为并未绝迹。就在1月30日，广东汕尾市还发布公告，向全社会公开征集精神康复类定点医疗机构欺诈骗保的线索，最高奖励20万元。公告列举了六大类骗保行为，包括虚构精神康复诊疗服务，无明确住院指征收治患者、挂床住院、分解住院，违规收取精神康复相关但实际未提供服务的费用，实施无指征的过度检查、过度治疗或超长期、超剂量开具药品等，与媒体曝光的操作手法高度吻合。 由此可见，业内人士所指精神病院骗保现象普遍存在并非信口开河，而是真实可信的。对此，监管部门应保持清醒认识，加大打击力度；各地也应正视问题，积极开展自查及配合查处。...

较真还得是程序员。 2025已经过去，2026已经到了……但也有较真的科研、程序员，决定站出来整治一下业内的不正之风。 啥事儿呢？ AI学术界的 假开源 问题。 就是发论文的时候说开源，还像模像样挂了GitHub链接，结果后来就没有后来了。 这不，一位匿名AI研究员，直接拿着AI领域最顶的NeurIPS 2024来检验，看看那些被接收的论文，白纸黑字写上了开源的项目，最后究竟有多少是兑现了的。 不统计不知道，一查锤出大窟窿了—— 从NeurIPS 2024收录的4035篇论文数据来看，其中真实开源的论文有2404篇； 除了没有提供链接的1533篇之外，有 98 篇论文明确表示了开源，也给出了链接，结果代码仓库点进去不是烂尾就是待建状态。 当然，可能也有错漏，因为这个工作是AI来查的。 但这个“项目”，堪称对事也对人了，有图有真相，有统计有数据， 指名道姓 把单位都放上了…… 太太太刺激了。 较真的AI研究员 据说一切的一切，是因为这位程序员怀着学习之心点开开源链接，结果被一个又一个404和“Code coming soon”浪费时间，直接怒了。 于是，当他再次被空仓库摆了一道之后，终于决定不忍了。 直接扒了一遍NeurIPS 2024这个已经结束了一年多的AI领域顶会，截至目前还没填上坑的，Coming Soon大概率也已经是Coming Never了。 用来爬代码仓库的系统只用了一个晚上就Vibe Coding出来。 作者表示，在Agentic AI崛起的时代，深度核查学术诚信的成本将趋近于零， 谁脚踏实地，谁投机取巧，在大数据下一览无余 。 用来核查的AI系统融合了OpenReview/GitHub API以及PDF解析技术，也就是说，直接从论文PDF上查地址，然后一个个去验证这个链接里到底有没有真东西。 当然了，这位研究员也强调了，系统基于自动化爬取与启发式逻辑，难免存在误判（假阳性/假阴性）。统计结果仅供参考，还请自行核验。 从检索的结果来看，这份检索数据公开了各个机构（横轴）的论文录用数量、真实开源数量、未标明链接文章数和最重磅的假开源数。 以及， 98份 明确承诺开源，挂了代码地址，链接里却只有空仓库的 假开源名单 ，把学术鸽王们真实了一波。 看完之后只能说震惊，麻了，真麻了…… 会议结束已经一年多，这些Coming Soon为啥就成了Coming Ne...