February 6 Morning News Summary

【Morning News Highlights】 [Taogu Ba]

2. Foreign Ministry spokesperson Lin Jian stated at yesterday’s routine press conference that China’s nuclear capabilities are completely not on the same level as those of the US and Russia, and currently China will not participate in nuclear disarmament negotiations.
3. The Ministry of Industry and Information Technology and seven other departments issued the “Implementation Plan for High-Quality Development of Traditional Chinese Medicine Industry (2026–2030).” It proposes promoting a batch of innovative Chinese medicines to be approved and launched, cultivating 10 new major traditional Chinese medicine products, and transforming a number of medical institution Chinese medicine preparations into innovative Chinese medicines.
4. Eleven departments including the Ministry of Industry and Information Technology jointly issued the “Implementation Opinions on Improving Digital Service Convenience for Overseas Entry Personnel,” which states that by 2027, the internationalization and facilitation of digital entry services will be significantly improved, and digital basic services will be smoother and more efficient.
5. According to the 2026 Spring Festival holiday schedule announced by the Shanghai, Shenzhen, and Beijing stock exchanges, markets will be closed from February 15 to February 23, reopening on February 24. Additionally, February 14 and February 28 are weekend holidays.
6. The first meeting of the APEC Standards and Conformity Assessment Subcommittee in 2026 was held in Guangzhou, focusing on the implementation of international standards related to brain-computer interface technology within APEC economies.
7. Semiconductor giant Infineon announced on February 5 that it will raise prices for certain products starting April 1, 2026.
8. Global leading chemical company BASF previously announced an 11% increase in TDI product prices in the Asia-Pacific region (excluding mainland China).
9. According to media reports on Thursday, HP, Dell, Acer, and ASUS are considering purchasing memory chips from Chinese mainland chip manufacturers for the first time.
10. Bitcoin once fell to around $62,000, with leveraged bets unwinding and overall market turbulence leading to a sell-off, halving from its high in four months.
11. Jinfu Technology announced plans to acquire 51% stakes in Zhuohui Metal and Lianyi Thermal Energy for 714 million yuan; Guoxuan High-Tech announced a private placement to raise no more than 5 billion yuan.
12. KaiLong High-Tech, which hit two consecutive limit-ups, announced its layout in the embodied intelligence track, with products such as the “Huilingjia” series robots and dexterous hand operation intelligent testing equipment still in market development; GCL System Integration, which also hit two consecutive limit-ups, announced that it has not yet received relevant orders in the “space photovoltaic” field; Trina Solar announced that it has not cooperated with SpaceX and has no related orders involving “space photovoltaics.”
13. Beqingsong announced that its actual controller, Ma Xuejun, has been filed by the China Securities Regulatory Commission for suspected market manipulation.
14. Runze Technology announced plans to issue convertible bonds to purchase minority equity in Runhui Technology, suspending trading from the 6th; *ST Lifang announced a cumulative increase of 314.93% from January 20 to February 5, and will suspend trading for investigation starting the 6th; Tianqi Mould announced plans to acquire shares of Dongshi Co., Ltd., suspending trading from February 6.

【Major Reminders】

① No new stock subscriptions today.
② The 25th Winter Olympic Games will be held in Italy from February 6 to 22.
③ The First Winter Sports Games of Shaanxi Province will open on February 6.
④ Qianwen APP announced a 3 billion yuan investment to launch the “Spring Festival Guest Invitation Plan,” which will officially go online on February 6.
⑤ Muyuan Foods and Dazhu CNC H-shares will be listed and traded on the Hong Kong Main Board starting February 6.
⑥ Due to the US government shutdown, the US January non-farm employment report scheduled for release this Friday (February 6) will not be published as planned.
⑦ 477.5 billion yuan of 7-day reverse repos will mature today.
⑧ Data on the US February University of Michigan Consumer Sentiment Index and other indicators will be released today.

【Overnight Global News】

1. CME has increased the initial margin for COMEX 100 gold futures from 8% to 9%, and for COMEX 5000 silver futures from 15% to 18%.
2. US President Trump posted on February 5 that the US should not extend the New START Treaty with Russia, but instead have US nuclear experts develop a “new, improved, and modernized treaty.”
3. Early morning on February 6, Oman time, Iranian Foreign Minister Araghchi led a delegation to Muscat, Oman, to attend nuclear negotiations with the US delegation held that day.
4. Amazon’s Q4 net sales reached $213.39 billion, up 13.6% year-over-year, versus an estimate of $211.49 billion; net profit was $21.19 billion, up 6%. The company expects to invest about $200 billion in capital expenditures in 2026, far exceeding expectations, and its stock fell by 11% after hours.
5. Bitcoin plunged below $65,000 amid unwinding of leveraged bets and increased market turbulence, halving from its high in four months.
6. Rio Tinto and Glencore confirmed on Thursday that they are abandoning their merger, mainly due to differences in valuation perceptions.
7. Anthropic released a new AI model, Claude Opus 4.6, specialized in financial research. Following the release, financial service companies’ stocks dropped sharply during trading.
8. Elon Musk stated that SpaceX is not developing a mobile phone.
9. OpenAI CEO announced that GPT-5.3-Codex is coming, with the number of tokens needed to complete similar tasks reduced by over half compared to 5.2-Codex, and processing speed per token increased by over 25%.
10. US EIA reported a weekly decrease of 360 billion cubic feet in natural gas inventories last week, the largest single-week decline in history.
11. The Argentine government announced the signing of a trade and investment agreement with the US.
12. Freddie Mac data shows that the average 30-year fixed mortgage rate is 6.11%, up slightly from 6.10% the previous week.
13. Goldman Sachs expects TTF and JKM natural gas prices to average below $5 per million British thermal units, more than 50% below current spot prices.
14. The Central Bank of Mexico maintained the overnight interest rate at 7.00%, in line with market expectations.
15. Saudi Arabia’s flagship airline is in preliminary negotiations with Boeing and Airbus regarding its largest-ever aircraft procurement.
16. The three major US stock indices all closed lower: Dow down 1.2%, Nasdaq down 1.59%, S&P 500 down 1.23%. The Nasdaq China Golden Dragon Index rose 0.9%, with most popular Chinese concept stocks rising.
17. WTI crude oil futures fell 2.84% to $63.29 per barrel; Brent crude futures fell 2.75% to $67.55.
18. Precious metals declined again, with COMEX gold futures down 3.08% to $4,798.1 per ounce; COMEX silver futures down 16.64% to $70.35 per ounce.

This information, including news and data, is sourced from public online sources and is for reference only; it does not constitute investment advice.