2月5日 周四《新闻联播》要闻15条 2026-02-05 19:45:41 来源： 同花顺7x24快讯 分享 1、习近平同美国总统通电话； 2、中老两党两国最高领导人共同宣布启动“中老友好年”； 3、【新思想引领新征程】锚定农业农村现代化扎实推进乡村全面振兴； 4、2025年市场监管服务经济高质量发展取得明显成效； 5、2025年机械工业运行稳中向好； 6、1月份大宗商品价格指数创3年半新高； 7、《中药工业高质量发展实施方案(2026—2030年)》发布； 8、《关于提升境外人员入境数字化服务便利性的实施意见》发布； 9、广州国际商事法庭成立； 10、第三届雄安未来之城场景汇首批564项场景需求发布； 11、中老500千伏联网工程输电线路全线贯通； 12、山东乳山500千伏变电站今天投运； 13、俄美乌举行新一轮三方会谈俄称控制两个定居点乌称击退俄军进攻； 14、伊朗称与美国的谈判定于6日在阿曼举行伊朗军方称其弹道导弹技术全方位升级； 15、俄美《新削减战略武器条约》到期。(央视新闻)

Tower Semiconductor ( TSEM ) shares jumped 13% premarket on Thursday after the company said it is teaming up with Nvidia ( NVDA ) to advance AI infrastructure with 1.6T data center optical modules. “The exponential growth of AI is driving the need for a new class of high-speed, scalable networking to connect AI infrastructure,” said Gilad Shainer, Senior Vice President, Networking, NVIDIA. “NVIDIA is collaborating with Tower Semiconductor to advance the ecosystem, enabling more efficient AI infrastructure through next-generation silicon photonics and accelerating AI applications at scale.” Tower Semiconductor said its silicon photonics technology can deliver up to twice the data rate of earlier solutions, increasing bandwidth and throughput for optical connectivity and helping accelerate AI workloads across AI infrastructure. Source: Press Release More on Tower Semiconductor Tower Semiconductor: I'm Skeptical Of Valuation And Future Growth Tower Semiconductor Ltd. (TSEM) Q3 2025 Earnings Call Transcript Tower Semiconductor Ltd. 2025 Q3 - Results - Earnings Call Presentation Tower Semiconductor downgraded to Neutral due to valuation: Wedbush Seeking Alpha’s Quant Rating on Tower Semiconductor

红豆股份（600400）公告，公司控股股东红豆集团持有公司股份13.53亿股，占公司总股本的59.03%。本次8.6亿股被司法冻结，占其所持有公司股份总数的63.60%，占公司总股本的37.55%。此外，红豆集团还有24.62亿股被轮候冻结，占其所持有公司股份总数的182.00%，占公司总股本的107.44%。红豆集团及其一致行动人合计持有公司股份14.25亿股，占公司总股本的62.17%。其中，累计司法冻结8.78亿股，占持有公司股份总数的61.63%，占公司总股本的38.32%。

财联社2月5日讯（编辑 赵昊） 日内，比特币价格一度跌破7万美元关口，创特朗普就任美国总统以来新低。但预测市场数据显示，这种加密货币可能还有更多下跌空间。 Bitstamp行情显示，比特币日内一度跌至69101美元/枚，为2024年11月7日以来的最低水平。自去年10月触及12.6万美元的历史高点以来，比特币已累计下跌40%。 分析认为，在这一轮大跌后，比特币的上涨动能、市场叙事以及“避险资产”的标签几乎同时瓦解。 预测平台Polymarket上的合约显示， 比特币年内有82%的概率会跌至6.5万美元下方。 一些交易员甚至押注更糟糕的结果， 比特币跌破5.5万美元的概率已升至约60% 。 这反映出在ETF资金流出以及宏观关联性失效加剧市场疑虑之际，交易员对比特币的悲观情绪。 Marex Solutions高级全球市场策略师Ilan Solot表示：“这基本反映了当前市场的看空情绪，比特币近期未能发挥避险资产作用，也是原因之一。 目前加密货币市场总市值约为2.5万亿美元，较去年10月时的逾4万亿美元大幅缩水。自那时以来，加密市场情绪一直低迷，跌势又受到强制平仓放大的影响，导致比特币价格始终未能恢复。 Pantera Capital创始人Dan Morehead表示：“在下跌行情中，使用杠杆的人往往遭受重创。去年10月10日那次行情蒸发的资金规模远超2022年11月那轮下跌。” “这带来了巨大痛苦，很多投资者不会再回到市场——恢复需要时间。” 去年，大量资金流入加密ETF曾帮助支撑价格，仅比特币基金就吸引了数百亿美元资金，但这一支撑来源如今已经枯竭。 数据显示，过去三个月，美国上市的加密ETF整体净流出接近40亿美元。另据Glassnode和K33的研究，当前普通交易者普遍处于亏损状态。 花旗分析师Alex Saunders在报告中写道：“我们看到流入美国现货ETF的资金明显放缓，这曾是重要的新资金来源。这种需求缺失，恰逢长期持有者开始担忧比特币的周期性疲弱。”

SUDBURY, Ontario, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Magna Mining Inc. (TSXV: NICU) (OTCQX: MGMNF) (FSE: 8YD) (“Magna” or the “Company”) is pleased to provide 2026 guidance for the Company’s assets in Sudbury, Ontario, including 2026 production and cost estimates for the McCreedy West Mine. Highlights Copper Equivalent (“CuEq”) payable 1 production guidance of 16.0 million – 18.0 million pounds (“lbs”) CuEq from the 700 Copper Zone at McCreedy West Mine in 2026. production guidance of 16.0 million – 18.0 million pounds (“lbs”) CuEq from the 700 Copper Zone at McCreedy West Mine in 2026. Cash Costs, excluding stream payments 2 for 2026 are guided at US$3.40/lb CuEq – US$3.80/lb CuEq. for 2026 are guided at US$3.40/lb CuEq – US$3.80/lb CuEq. All-In Sustaining Costs (AISC), excluding stream payments 2 for 2026 are guided at US$4.20/lb CuEq – US$4.70/lb CuEq. for 2026 are guided at US$4.20/lb CuEq – US$4.70/lb CuEq. Preliminary Economic Assessment (“PEA”) underway at Levack Mine in parallel with work to re-establish ore and waste hoisting capabilities during 2026, and underground development to support ongoing exploration of the R2 Footwall Zone. Pre-Feasibility Study (“PFS”) underway at Crean Hill Mine while engineering work continues in order to facilitate dewatering of the underground workings which could commence in the second quarter of 2026. Jeff Huffman, COO, stated, “The guidance provided for McCreedy West demonstrates what we believe can be accomplished consistently and efficiently from the 700 Copper Zone in 2026. After almost twelve months as operator of the mine, we have increased both diamond drilling footage and mine development rates to match our medium term production requirements. Throughout 2026 we will continue to evaluate production opportunities at McCreedy West, as we receive new diamond drilling information and continually optimize our plan to increase production and profitability. We are also very excited to be advancing both our Levack and Crean ...

VONORE, Tenn., Feb. 05, 2026 (GLOBE NEWSWIRE) -- MasterCraft Boat Holdings, Inc. (NASDAQ: MCFT) today announced financial results for its fiscal 2026 second quarter ended December 28, 2025. The overview, commentary, and results provided herein relate to our continuing operations, which consists of our MasterCraft and Pontoon segments. Highlights: Net sales for the second quarter were $71.8 million, up $8.4 million, or 13.2%, from the comparable prior-year period Income from continuing operations was $2.5 million, or $0.15 per diluted share, up from $0.4 million, or $0.03 per diluted share, in the prior-year period Adjusted Net Income, a non-GAAP measure, was $4.7 million, or $0.29 per diluted share, up from $1.7 million, or $0.10 per diluted share, in the prior-year period Adjusted EBITDA, a non-GAAP measure, was $7.5 million, up $3.9 million from the comparable prior-year period Ended the second quarter with cash and investments of $81.4 million Brad Nelson, Chief Executive Officer, commented, “We delivered results that exceeded our expectations, and we are building momentum as we head into boat-shows and the spring selling season. We’re entering this window with right-sized dealer inventories and a team that continues to deliver on key initiatives – bringing leading-edge innovation to market, executing on operational and cost efficiencies, and maintaining disciplined production management.” Nelson continued, “Within MasterCraft, momentum continues to build across the portfolio as we usher in the next generation of premium products with high margins and advanced technology, continuing our mission of bringing luxury, performance, and precision to the forefront of our lineup. This year’s progress and performance is a direct outcome of our continued innovation and focused execution. As a result, we are raising our full-year guidance.” Second Quarter Results For the second quarter of fiscal 2026, MasterCraft Boat Holdings, Inc. reported consolidated net sales of $71.8 ...

GREENWICH, Conn., Feb. 05, 2026 (GLOBE NEWSWIRE) -- XPO (NYSE: XPO) today announced its financial results for the fourth quarter 2025. The company reported diluted earnings per share of $0.50, compared with $0.63 for the same period in 2024, and adjusted diluted earnings per share of $0.88, compared with $0.89 for the same period in 2024. Fourth Quarter 2025 Summary Results Three Months Ended December 31, Revenue Operating Income (Loss) (1) (in millions) 2025 2024 Change % 2025 2024 Change % North American Less-Than-Truckload Segment $ 1,165 $ 1,156 0.8% $ 184 $ 179 2.8% European Transportation Segment 846 765 10.6% (13) (11) 18.2% Corporate - - 0.0% (28) (19) 47.4% Total $ 2,011 $ 1,921 4.7% $ 143 $ 148 -3.4% Adjusted Operating Income (Loss) (2) Adjusted EBITDA (1)(2) (in millions) 2025 2024 Change % 2025 2024 Change % North American Less-Than-Truckload Segment $ 181 $ 159 13.8% $ 285 $ 280 1.8% European Transportation Segment 2 (2) NM 32 27 18.5% Corporate NA NA NA (4) (4) 0.0% Total $ NA $ NA NA $ 312 $ 303 3.0% Net Income (1) Diluted EPS (1) (in millions, except for per-share data) 2025 2024 Change % 2025 2024 Change % Total $ 59 $ 76 -22.4% $ 0.50 $ 0.63 -20.6% Diluted Weighted-Average Common Shares Outstanding Adjusted Diluted EPS (1)(2) (in millions, except for per-share data) 2025 2024 2025 2024 Change % Total 119 120 $ 0.88 $ 0.89 -1.1% Amounts may not add due to rounding. NM - Not meaningful. NA - Not applicable. (1) Includes gains from sales of real estate of $10 million ($13 million pre-tax) or $0.08 per diluted share and $26 million ($34 million pre-tax) or $0.21 per diluted share in the fourth quarters of 2025 and 2024, respectively. (2) See the “Non-GAAP Financial Measures” section of the press release. Mario Harik, chairman and chief executive officer of XPO, said, “We concluded a year of strong execution with another quarter of profitable growth. In the fourth quarter, we increased adjusted diluted EPS year-over-year by 18% and adjusted EBITDA by 11...

Buffett's portfolio moves are a clear reflection of what he thinks about the stock market right now. Warren Buffett stepped down as chief executive officer of Berkshire Hathaway (BRK.A +2.40%) (BRK.B +1.97%) after more than 65 years in charge of the company. He transformed the failing textile business into a wide-ranging conglomerate with a broad portfolio of wholly owned subsidiaries and a sizable set of stakes in other publicly traded companies. While Buffett is often quoted as saying his favorite holding period is "forever," the reality is that he often buys and sells shares in the marketable equity portfolio as valuations present opportunities to take gains or buy bargains. In the three years before his retirement at the end of 2025, Buffett was a net seller of stocks in every quarter. In the third quarter of last year, he continued to sell stocks and pile into a single high-yield investment, instead. The six stocks Buffett sold Berkshire Hathaway's most recent round of stock sales totaled $12.5 billion, according to the company's third-quarter cash flow statement. Investors had to wait until the company filed form 13F with the Securities and Exchange Commission (SEC) to find out exactly what stocks Buffett and his team had been selling. The report revealed six stocks on the chopping block. Apple AAPL +2.73% ) Bank of America BAC +1.71% ) Verisign VRSN 1.07% ) DaVita DVA +5.44% ) D.R. Horton Nucor Buffett has been trimming Berkshire's stakes in Apple and Bank of America for several quarters. The biggest reason appears to be the valuation of both stocks. Apple has seen its stock price soar the past few years, despite relatively slow revenue growth. It's a huge cash-generating machine that returns tons of capital to shareholders through dividends and share repurchases, but its stock currently trades at the same price-to-earnings ratio (P/E) as faster growing tech companies. Expand NASDAQ : AAPL Apple Today's Change ( 2.73 %) $ 7.36 Current Price $ 276.84 Key Data ...

What inning are we in? Investing pundits love to frame bull markets in baseball terms. Analysts at Bespoke Investment Group observed recently that the events that kicked off each of those epic booms 28 years apart were following remarkably parallel paths if one eyeballs a chart of the Nasdaq composite index.

Advanced Drainage Systems press release ( WMS ): Q3 Non-GAAP EPS of $1.27 beats by $0.16 . Revenue of $2.8M (-99.6% Y/Y) misses by $682.62M . The company updated its financial targets for fiscal 2026. Net sales are expected to be in the range of $2.990 billion to $3.040 billion and Adjusted EBITDA is expected to be in the range of $930 million to $960 million. Capital expenditures are expected to be approximately $250 million. More on Advanced Drainage Systems Advanced Drainage Systems: A Solid Year Given The Circumstances Advanced Drainage Systems Q3 2026 Earnings Preview Seeking Alpha’s Quant Rating on Advanced Drainage Systems Historical earnings data for Advanced Drainage Systems Dividend scorecard for Advanced Drainage Systems

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2月5日，半导体大厂英飞凌发布涨价通知称，由于功率开关与相关芯片供给持续吃紧，以及原材料与基础设施成本攀升，公司将自2026年4月1日起对这部分产品价格进行上调。（证券时报） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

最近，小海一位有多年股票投资经验的大学同学问她，是否有兴趣一起合作港股打新。经这位同学介绍，小海才了解到有些人会通过操作多账户申购的方式进行港股打新，从而提高中签率。而她的这位同学手里就有十几个账户在同时操作，所以才想拉小海一起，让小海开通香港证券账户并出资，由这位同学来实际操作，并约定如果中签盈利了就和小海对半分，如果出现了亏损则由这位朋友兜底。 出现上述现象的大背景是：2025年，港股IPO市场回暖，打新收益走高，但中签率却越来越低。于是，就有人以“亏了兜底、赚了平分”为诱饵招募合作打新，以提升港股中签概率。当然，这种看似诱人的合作打新背后也暗藏多重法律风险。 此外，也有香港金融机构推出降低投资门槛的国际配售份额认购服务，而所谓低门槛的国际配售，也可能暗藏冷门股陷阱甚至涉嫌诈骗。 “合作打新” “钱放你账户，我来操作就好，如果中途需要急用钱跟我说，转回来即可。”小海的这位同学劝她说，现在港股打新的破发率已经大幅降低，当下市场情况稳定，可以参与。而且这位同学给出的“亏了由其承担、赚了五五分”的条件，比外面很多合作方式都要好，只要操作得当，一年下来的收益肯定能超过银行存款利息，比很多理财方式都划算。 但小海本身不炒股票，平时只买些指数基金，也没接触过港股打新，且认为上述过程会涉及个人隐私信息，就没有答应。但小海也了解到，她的这位同学已经找过不少昔日的同学希望合作，大部分人也都没有答应，而其手头上掌握的这些账户，都是身边的亲戚朋友帮忙开立的。 2025年以来，港股IPO市场显著回暖，破发率大幅降低。华泰证券的相关研报数据显示，港股IPO打新收益率明显上升，2025年港股IPO开盘的平均收益率约40%，破发率降至28%的历史低位，显著低于2018年至今的平均水平；同时，在港股打新越来越火热的情况下，新股中签率也越来越低——2025年港股打新平均一手中签率大幅回落至20%，为近10年来最低。 港股打新中签率降低，与港交所交易机制和政策调整密切相关。2023年，港交所的FINI（新股发行快速接口）系统上线后，能够一键识别重复申购，重复认购不能进入抽签环节，从技术上杜绝了“一人多户”的打新行为。2025年8月，港交所《优化首次公开招股市场定价及公开市场规定》正式生效，新规允许新上市申请人选用机制A或机制B，作为首次公开招股发售的分配机制。而选择机制B的发行人，事先须选定一个分...

2000年前后，在中国许多科技园区、政策文件中，一个名字频频出现——班加罗尔。 这座位于印度南部，几乎与北京纬度相近的城市，被誉为印度的硅谷。微软、IBM、德勤的外包中心在那里星罗棋布，数以十万计的印度程序员为全球企业敲代码、测试系统、做客户支持。 班加罗尔成了一个符号：不靠资源、不靠资本、只靠外包，也能崛起。 在中国，“学习班加罗尔”的口号一度被科技官员和企业家反复提起。 多份地方政府规划甚至明确写道“要打造中国的班加罗尔”。 但二十多年过去，班加罗尔依旧是印度IT产业的心脏，中国却几乎不再提“学习班加罗尔”。当AI、大模型、云计算成为新的关键词时，那个曾被奉为榜样的城市，似乎被彻底遗忘了。 为什么班加罗尔的光环不再被追捧？中国IT业又走上了一条怎样的道路？ 01 曾经的班加罗尔学习热 1990年代的班加罗尔，是全球外包经济的样本。Infosys、Wipro、TCS等巨头崛起，承包着欧美大公司的软件定制项目。 而那时的中国，刚刚加入WTO，处于信息化的前夜，一切都在与世界接轨的热潮中。 在这样的语境里，一股“学习班加罗尔”的热潮迅速蔓延。 2000年，国务院颁布了纲领性的《鼓励软件产业和集成电路产业发展的若干政策》（俗称“18号文件”），明确将鼓励软件出口和承接国际项目上升为国家战略。 2005年，《人民日报》刊发《印度软件业崛起啥奥妙？》等报道，分析印度软件业经验；同期《计算机世界》等专业刊物也聚焦印度模式，深入探讨Infosys、TCS等企业的CMM认证、软件工厂与人才培训机制，为国内产业提供了具体的学习参考。 在此东风下，各地政府纷纷兴建软件园，试图复制班加罗尔的集群效应：大连被定位为“对日软件外包基地”；上海浦东软件园、深圳软件园等也大力吸引外包企业入驻，一时间，软件园成了城市现代化的新名片。 在这股热潮中，大连华信、东软等企业成为第一批吃螃蟹的人。华信专注于对日软件外包，从详细的式样书做起，逐步切入编码和测试环节；东软则提出了“软件工厂”的概念，试图通过标准化和规模化，承接来自欧美的项目。 彼时的外包，看起来是一条稳妥的技术商业化路径：不必冒产品失败的风险，不必花大钱做市场，只要懂技术、懂英语，就能拿到订单。 因此，千禧年的中国，城市、企业之间竞相模仿，仿佛只要复制班加罗尔，就能获得信息化时代的入场券。 然而，人们忽略了一个关键事实：班加罗尔之所以成功，...

In this article BTC.CM= ETH.CM= XRP.CM= Follow your favorite stocks CREATE FREE ACCOUNT Cheng Xin | Getty Images Bitcoin briefly dropped below $70,000 on Thursday amid a broader sell-off of risk assets. The move, which happened around 6:27 a.m. ET, was the first time bitcoin fell below $70,000 since November 2024. Bitcoin bounced off that low and was trading at around 70,453.68 at 6:40 a.m. ET, according to CoinMetrics data. Some market watchers have suggested $70,000 is a key level to watch and a break below that could trigger more falls for bitcoin. Stock Chart Icon Stock chart icon The price of bitcoin over the last year. The drop follows a broad sell-off in tech stocks in the U.S. on Wednesday which filtered through to cryptocurrencies. Meanwhile, precious metals continue to be volatile with silver plunging again on Thursday and gold under pressure. Liquidations — when traders' positions are automatically sold as bitcoin hits a certain price — continue to weigh on markets. This week, more than $2 billion long and short positions in cryptocurrencies have been liquidated this week as of Thursday, according to data from Coinglass. Bitcoin has been on a steady decline since it hit an all-time high above $126,000 in October. It now sits around 40% off that record high with other cryptocurrencies, including ether and XRP , off by much more. "[The] straight line bull run that a lot of people expected hasn't really materialized yet. Bitcoin isn't trading on hype anymore, the story has lost a bit of that plot, it is trading on pure liquidity and capital flows," Maja Vujinovic, CEO of digital assets at FG Nexus, told CNBC's "Worldwide Exchange." watch now VIDEO 3:22 03:22 Downside crypto volatility will persist as liquidations, falling equities hit sector: Citi's Saunders The Exchange While many in the crypto market have credited large institutional investors with supporting bitcoin's price, it is those same participants who appear to now be selling. "Institutional demand...

Advanced Energy ( AEIS ) declares $0.10/share quarterly dividend , in line with previous. Forward yield 0.16% Payable March 6; for shareholders of record Feb. 23; ex-div Feb. 23. See AEIS Dividend Scorecard, Yield Chart, & Dividend Growth. More on Advanced Energy Advanced Energy Industries: Growth Expected To Accelerate In 2026 Advanced Energy Industries, Inc. (AEIS) Presents at 53rd Annual Nasdaq Investor Conference Transcript Datacenter Power Has Recharged Advanced Energy Industries (Rating Downgrade) TTM Technologies, Dutch Bros to join S&P 400 Index; Amneal, Apellis to be part of S&P SmallCap 600 Applied Materials, AEI Industries, MKS in focus as KeyBanc ups targets

美国已故富商爱泼斯坦案有关文件公开，持续引发关注。综合塔斯社等媒体5日报道，对于有西方媒体称“爱泼斯坦与俄罗斯情报部门之间可能有联系”，俄罗斯总统新闻秘书、克里姆林宫发言人佩斯科夫作出回应。当被问及克里姆林宫对这种说法有何评论时，佩斯科夫对记者说，不必认真看待。“我倒想拿这些传闻开玩笑，但没有必要为此浪费时间。”他补充称。(环球网)

Indian police said on Thursday an investigation had been launched into the suspected suicide of three young sisters over concerns that they were heavily “influenced” by games and films online that they were later denied access to. Local media reported the sisters, aged 12, 14 and 16, had jumped from their home on Wednesday in the city of Ghaziabad on the outskirts of the country’s capital. Concern among experts and regulators has grown in recent years that too much screen time and addictive algorithms are harming child development, sparking authorities, including in India, to push for social media bans for children and teens. Advertisement “[An] investigation is under way based on the suicide note and their phones,” Nimish Patil, a senior police official, said on Thursday. Police in India routinely investigate the factors leading up to suspected suicides. Advertisement The sisters had been “denied access” to K-pop music and Korean games and films that they had previously played and watched online.

Trump-Xi detente continues, Fed’s Lisa Cook says inflation progress has stalled, Bitcoin falls below $70,000, and more news to start your day.

Embecta press release ( EMBC ): Q1 Non-GAAP EPS of $0.71. Revenue of $261.2M (-0.3% Y/Y). More on Embecta Embecta Corp. (EMBC) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Embecta Corp. (EMBC) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Embecta Growth Stalls Despite Strong Fiscal 2025 Results (Rating Downgrade) Embecta outlines $100M GLP-1 revenue opportunity by 2033 as company advances global brand transition Embecta gives mixed Q4 numbers, gives 2026 guidance

2026 年春节前，腾讯元宝、百度文心、阿里千问等头部AI应用集中发起总额超45亿元（仅统计公开数据，部分应用并未明确自己的红包额度，实际预估这次的红包大概率远超45亿）的红包营销活动，试图以现金激励抢占用户、培养 AI 使用习惯。此举颇有几分当年春节红包大战的既视感。 然而活动开展不到三天，微信安全中心发布公告称， 收到用户针对元宝“做任务”“领红包”等方式诱导高频分享链接至微信群的反馈投诉，此类行为干扰平台生态、影响用户体验、造成骚扰。 最终，微信将限制元宝在微信内直接打开，即日生效。2月5日，继微信封杀腾讯元宝红包链接后，百度文心助手红包分享链接也被屏蔽。 此时回看马化腾1月份在2026年腾讯员工大会上的发言——“元宝希望把节省的营销费用转成红包，重现当年微信红包盛况”，确有难以言喻的黑色幽默。 但这次AI应用们拿出如此庞大的金额来发红包，甚至传播力度大到让微信亲自下场封禁链接，连自己人都不放过，确实在一定程度上暴露了两个核心关键： 其一，微信的核心资产是社交链，而社交链是建立在“不打扰用户”和“规则可信”之上的，为了捍卫基本盘，微信连自己人都可以“杀”。 其二，AI红包活动的本质是“现金激励+任务绑定”——用户需完成AI对话、生成内容或社交分享等任务获取红包，实则以真金白银支付用户“教育成本”。 红包与AI结合获客，新瓶里面装的还是旧酒 先说第一点，这次的事件再度证明了一件事，作为中国最大的社交产品，微信几乎堪称是移动互联网时代最大的流量池，堪称社交裂变的“兵家必争之地”。 但与之相对应的则是，微信之所以能够建立如此庞大的社交网络，其核心护城河是 “高信噪比的社交环境”—— 用户使用微信的核心需求是沟通，而非接收广告。AI红包活动的高频分享直接破坏了这一环境，这也是微信需要管控流量阀门的原因。 毕竟，随着一系列的互联网红包大战，和拼多多砍一刀的洗礼， 用户已经逐渐对高频分享的红包链接产生抵触心理，甚至对所有红包类活动产生反感，这不仅影响 AI应用的品牌形象，也会降低用户对微信生态的信任度 。 由此，无论封禁的理由究竟是因为元宝的初期营销工作已经完成，还是真的要捍卫自己“不打扰用户”和“规则可信”的理念。外链（微信官方对外链的定义是：非由微信公众平台产生，即域名地址不归属于微信公众平台且在微信内传播）都是需要管控的。 尤其是在春节这样一个互联网产品获取用户、培...

上海科创基金投资组合IPO数量增至185家 2026-02-05 19:42:24 来源： 同花顺7x24快讯 分享 文章提及标的 N北芯-U -- 上海科创基金投资组合IPO数量增至185家.......................................

富特科技（301607）公告，公司于2026年2月5日收到深圳证券交易所上市审核中心出具的《关于浙江富特科技（301607）股份有限公司申请向特定对象发行股票的审核中心意见告知函》。深交所上市审核中心对公司向特定对象发行股票的申请文件进行了审核，认为公司符合发行条件、上市条件和信息披露要求。本次向特定对象发行股票事项尚需经中国证监会同意注册后方可实施。

格隆汇2月5日｜印度总理莫迪：印度高增长与低通胀并存，堪称独特景象。印度有望成为世界第三大经济体。

江丰电子公告，公司及全资子公司江丰博鑫与凯德石英的实际控制人签署了《关于北京凯德石英股份有限公司之股份转让协议》，约定以4.48亿元收购凯德石英15.6424%股份。同时，宁波甬金以1.43亿元收购凯德石英5.0000%股份。本次交易完成后，江丰电子将成为凯德石英的控股股东。公司股票将于2026年2月6日开市起复牌。

格隆汇2月5日｜南矿集团(001360.SZ)公告称，公司通过新加坡全资子公司NMS International Holding Pte. Ltd以现金3000万美元认购鹰谷黄金有限公司新发行普通股，股份占比为股份发行后总股本的10%。本次交易不构成重大资产重组，不属于关联交易。资金的汇出尚需经过发改委、商务主管部门、外汇主管部门等境内主管机构批准。此外，本次交易的最终达成有赖于一系列先决条件的实现，包括标的公司内部架构的重组完成、备案程序、审计评估等。

美团正式收购叮咚买菜了。 这本来是近期的一则传闻，叮咚出来辟谣，结果美团自己公告了。 收购的时间点有些耐人寻味。2025年的外卖大战刚刚打出一个阶段性结果:美团Q3核心本地商业巨亏141亿元,腾讯确认退出投资,王兴在财报电话会上把"小象超市"提到了仅次于外卖的战略高度。 这笔收购的逻辑上是说得通的:美团需要在华东市场补齐短板,叮咚需要在巨头环伺中找到出路。 这是2025年外卖大战开打以来,本地生活领域最具震撼力的并购案。对于在红黄蓝大战中损失惨重的美团而言,这笔交易究竟是雪中送炭,还是雪上加霜? 美团急需补齐的华东版图 2025年的外卖大战,堪称 中国互联网史上最惨烈的消耗战 。 根据美团2025年Q3财报,核心本地商业经营利润从去年同期的152亿元暴跌至亏损141亿元,创下2018年上市以来最大单季亏损。单季销售营销支出高达343亿元,同比暴增90.9%。据新浪财经报道,美团、京东、阿里三家在2025年Q2和Q3两个季度合计烧钱超过800亿元。 在这个背景下,收购叮咚买菜的战略意义就非常清晰了:与其在外卖死磕,不如在"第二战场"建立绝对优势。 王兴曾在财报电话会上直言:"除了外卖,小象超市是使用频率最高的业务。"据雷峰网报道,美团旗下的小象超市2024年GMV已达到约380亿元,前置仓数量突破1000个。但一个尴尬的现实是——小象超市始终难以攻克叮咚买菜的华东腹地。 叮咚买菜深耕江浙沪,前置仓市场占有率超过30%,用户复购率长期领跑行业。这不是简单的规模差距,而是 供应链、用户心智和本地化运营能力的综合壁垒 。如果从零开始硬攻,耗时数年且代价高昂。用收购代替搭建,不可谓不划算。 合并后的市场格局将彻底重塑。根据现有数据，2024年前置仓行业三强的销售额合计约946亿元,其中小象超市380亿元、朴朴超市330亿元、叮咚买菜256亿元。如果美团成功收购叮咚,合并后GMV将超过630亿元,在前置仓赛道的市占率将从约40%跃升至超过65%,对第二名朴朴超市形成近2倍的规模碾压。这意味着美团将一举奠定前置仓赛道的绝对统治地位。 同时,美团还将获得叮咚在预制菜、自有品牌等领域积累的供应链能力。叮咚买菜2025年预制菜销售目标为50亿元,"叮咚大满冠"等自有品牌的毛利率显著高于外采商品。这对于在外卖大战中疲于应对的美团而言,无疑是一剂强心针。 而叮咚买菜当前的估值简直是"白菜价...

南矿集团公告，拟通过新加坡全资子公司南矿集团国际控股有限公司以现金3000万美元认购鹰谷黄金有限公司新发行普通股，股份占比为股份发行后总股本的10%。 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。

High beta momentum names dive amid tech rout

格隆汇2月5日｜莫斯科交易所1月份黄金交易量同比增长87%。