Rory McIlroy shoots a four-under-par 67 but it is not enough to overhaul winner Jacob Bridgeman, who wins by one shot at the Genesis Invitational in Los Angeles.

尽管美国关税政策带来的贸易不确定性仍在持续，但在芯片需求坚挺的推动下，韩国 2 月上旬出口延续增长势头。韩国海关周一公布的数据显示，经工作日差异调整后，2 月前 20 天出口同比增长47.3%，高于 1 月整月修正后的 34%增幅。未经调整的数据显示，出口同比增长23.5%，进口增长11.7%，实现贸易顺差49.5 亿美元。尽管报告期内包含三天春节假期，工作日有所减少，但 2 月整体贸易数据依然强劲，表明在剔除日历因素后，出口动能仍然旺盛。受人工智能与数据中心投资拉动，芯片出口大增 134%，延续强劲涨势；电脑外设出口增长129%，石化产品出口增长11%。与此同时，汽车出口大跌近27%，汽车零部件出口下滑约21%，反映出在美国关税政策下行业仍在调整。这一表现显示，韩国出口引擎仍受全球 AI 周期支撑，缓冲了其他行业的疲软。世界贸易组织总干事上月表示，AI 快速发展有望在今年支撑全球商品贸易，帮助抵消美国关税带来的压力。 责任编辑：王永生

Key PointsFiserv missed on the bottom line in a major way in the third quarter, and its stock plunged.

英超北倫敦打吡，阿仙奴作客4-1擊敗熱刺。 榜首的阿仙奴賽前只領先第二的曼城2分，為保榜首地位，今場不容有失。在32分鐘憑伊斯的入球取得優勢，但只是短暫領先了2分鐘，熱刺的高路梅安尼把握迪格蘭賴斯後場失誤，射成1-1。 換邊後2分鐘，約基利斯接應添巴的助攻，為阿仙奴再次取得領先。伊斯在61分鐘射入個人第二球。約基利斯亦有兩球進帳，在補時「埋齋」贏4-1。在榜首拉開5分，比曼城踢多一場；由新任主帥杜舵領軍的熱刺未能擺脫連敗，連輸三場後排第16位。

If you’re trying to get into New York City on Monday, unless it’s essential, you’re probably better off hunkering down at home. Traveling into the area by car, plane, bus or train will be difficult thanks to an intense winter storm that’s expected to dump as much as 28 inches of snow in some areas. New York City Mayor Zohran Mamdani declared a state of emergency and closed streets, highways and bridges to most traffic after 9 p.m. Sunday until noon Monday. The Long Island Rail Road will suspend service at 1 a.m. and Metro-North trains are running on a weekend schedule. Flight cancellations are piling up at the area’s three main airports and the Staten Island Ferry moved to a modified schedule. “We are asking New Yorkers to avoid all nonessential travel,” Mamdani said in a news conference. “For your safety, stay home, stay inside and stay off the roads.” Read More: Potential ‘Crippling’ Snow Paralyzes NYC as It Targets Northeast Read More: Potential ‘Crippling’ Snow Aimed at New York City, Northeast Already, the city has seen a wintry mix of snow and rain that is expected to intensify overnight. That snowfall is slated to be accompanied by strong winds, gusting to nearly 50 miles (80 kilometers) per hour in the city and 70 mph along the coast. Moderate coastal flooding is also expected, according to City Hall. “These are blizzard conditions. New York City has not faced a storm of this scale in the last decade,” Mamdani said. “We have activated additional high-water rescue teams should flooding grow dire.” Mamdani has declared a snow day for the city’s public schools, a shift from when he announced a remote-learning day during the last winter storm in January. He encouraged kids to “stay cozy” inside until the peak of the weather has passed before sledding or playing in the snow. Read More: NYC’s Mamdani Crushes Snow Day Hopes, But He Yearns for It Too Even getting around the city won’t be easy. Streets will be closed to most cars, trucks, electronic bikes and scooter...

By Wayne Cole SYDNEY, Feb 23 (Reuters) - Share markets were hesitant and the dollar slid in Asia on Monday as investors waited for some much-needed clarity on U.S. tariffs, while confidence in the

据报道，美国及其他西方安全官员表示，他们正在监测愈发令人担忧的迹象：如果特朗普总统下令对伊朗发动大规模打击，伊朗可能指使代理人在欧洲和中东对美国目标实施报复性袭击。这些官员因讨论机密情报评估而要求匿名，他们表示，目前尚未发现任何正在策划中的具体袭击阴谋。但他们称，异常增多的 “通讯异动”—— 情报界术语，指通过电子监听截获的恐怖分子通信 —— 显示出一定程度的袭击策划与协调活动。威胁层出不穷。情报与反恐官员担心，德黑兰可能唆使也门胡塞武装恢复对红海地区西方航运的袭击。欧洲方面也担忧，黎巴嫩真主党的潜伏小组，甚至 “基地” 组织及其分支可能受命攻击美军基地或大使馆。一名美国高级官员称，政府分析人员正在追踪 “大量” 相关活动与策划，但尚不清楚何种因素会触发袭击。 责任编辑：王永生

此轮白酒股反弹是节前动销利好与估值低洼、市场风格切换等因素共振的结果。行业整体“量减利缩”，基本面仍处周期底部，难言明确的向上拐点；酒企业绩承压、动销分化、库存高企等问题依然突出

巴克莱经济学家在研报中指出，美国最高法院驳回依据《国际紧急经济权力法》征收关税的裁决，可能在短期内为亚洲新兴市场带来温和的出口增长。 特朗普总统在法院裁决后宣布的15%新全球关税税率，对印度及印尼、马来西亚等东南亚经济体而言仍意味着关税下调。但新加坡将面临关税上升，此前该国仅适用10%的全球关税税率。 经济学家预计，对新加坡征收更高关税将部分佐证巴克莱关于这个城市国家7月货币政策收紧“晚于预期”的判断。 责任编辑：王许宁

Nvidia has fully sold its equity stake in Arm Holdings, ending its role as a shareholder in NasdaqGS:ARM. The move follows Nvidia's previously blocked attempt to acquire Arm and comes after Arm's IPO. Despite the exit, Nvidia and Arm plan to continue their technical and licensing collaborations. Arm Holdings, trading on NasdaqGS:ARM, now trades without Nvidia on its shareholder register, with the stock last closing at $125.58. The company sits at the center of CPU architecture used across...

格隆汇2月23日｜基石药业2月23日宣布，舒格利单抗的新适应症申请已获英国MHRA批准单药用于治疗肿瘤细胞PD-L1表达≥1%、无表皮生长因子受体（EGFR）敏感突变或ALK、ROS1基因组变异、在含铂放化疗（CRT）后未出现疾病进展的、不可切除的III期NSCLC成人患者。

格隆汇2月23日｜巴克莱银行经济学家在一份报告中表示，美国最高法院推翻特朗普关税政策，可能导致新兴亚洲市场的出口在短期内小幅增长。法院裁决后，特朗普总统宣布的新全球关税税率为15%，这对印度以及印尼、马来西亚等东南亚经济体而言，仍意味着关税负担的减轻。然而，这对新加坡而言则意味着关税上调，该国此前仅面临10%的全球关税率。经济学家预计，对新加坡征收的更高税率，将部分支持巴克莱关于新加坡“更可能晚于7月而非早于7月”收紧政策的观点。

格隆汇2月23日｜美国官员警告说，如果特朗普下令打击伊朗，伊朗可能会通过真主党或基地组织等代理人对美国在海外的目标进行报复。

Key PointsWhile some companies are bound to see AI disrupt their business models, Lumen Technologies is positioning itself for the future.

Amazon.com (NasdaqGS:AMZN) has surpassed Walmart to become the largest company in the world by annual revenue. The shift reflects Amazon’s mix of e commerce, cloud services through AWS, and growing AI infrastructure activities. Amazon plans a record US$200b in capital spending for 2026, focused on cloud and AI data center build out. For you as an investor, this milestone highlights how far Amazon has moved beyond its roots in online retail. The company now spans e commerce, logistics,...

Asia shares hesitant, dollar slips amid tariff confusion Reuters

财联社2月23日讯（编辑 笠晨） Choice数据显示，2006年至2025年这20年间， 上证指数 春节后5日、10日、20日、30日上涨概率分别为75%、70%、80%、60% ，涨跌中位数为1.64%、1.32%、9.45%和3.88%，虽然行情有所波动，但整体上“春季躁动”行情明显。 国盛证券认为，近十年，节后4周，也就是春节后一个月， 从行业来看，煤炭、农林牧渔、国防军工行业在节后一个月内表现最好的频率较高， 近两年则是计算机行业领衔。 华源证券查浩等人在2月7日发布的研报中表示， 2026年或为动力煤产能集中释放的最后一年。 分析师根据新投产煤矿的情况预计，2026年原煤产量或增加0.7亿吨。国内供需形势延续宽松态势，政策推动保供产能退出或转储备产能，若政策落地，有望减量1.5亿吨产能规模，此外“十五五”政策建议再提“能源资源基地布局优化”，非主产区（非晋陕蒙新）的落后产能或重启退出进程。2026年进口煤有望延续减量。2026年分析师认为宽松格局依旧，供给端政策有望加码，推动实现产能收缩，风光水等清洁能源出力扰动或增大，建议把握（1）政策出台时点；（2）天气变化导致风光水出力减弱而刺激煤炭需求骤增的机会。分析师认为当前煤价处于阶段性低位，从当下高库存去化周期的行业背景出发， 关注高股息头部煤企， 核心推荐： 中国神华 、 中煤能源 、 陕西煤业 ；建议关注： 兖矿能源 。 东莞证券魏红梅等人在2月13日发布的农林牧渔行业研报中表示，2025年能繁母猪产能持续去化，预计2026年生猪供给有望逐步回落， 预计2026年生猪价格有望逐步回升， 养殖盈利有望逐步好转。目前能繁母猪产能仍有去化空间。关注产能去化及盈利好转预期带来的生猪养殖龙头的低位布局机会。肉鸡养殖方面，关注肉鸡养殖龙头盈利边际改善机会。动保方面，关注研发能力强，研发进展顺利的动保龙头。宠物方面，国内国际市场仍有较大增长空间，关注成长潜力大的国产龙头。 个股方面可重点关注： 牧原股份 、 温氏股份 、 圣农发展 、 立华股份 、 海大集团 、 中牧股份 、 乖宝宠物 、 瑞普生物 等。 山西证券骆志伟等人在2月5日发布的国防军工2026年度策略研报中表示，2026年是十五五开局之年，未来新域新质战斗力建设将持续加强，全球地缘政治动荡带动新一轮军备竞赛，经历战场检验的中国体系化先进装备，将迎来重塑全...

建滔積層板發盈喜，預期截至去年底止年度按年多賺超過八成，純利超過23.9億元。 主要由於覆銅面板及其上游物料，包括玻纖紗、玻纖布及銅箔的需求暢旺。集團產品的單價普遍明顯上升，銷售較2024年同期錄得上升。投資業務分部的利潤亦錄得增長。

ElenVD/iStock Editorial via Getty Images The following segment was excerpted from the Pershing Square Holdings ( PSHZF ) H2 2025 Letter To Shareholders. Brookfield ( BN ) is a high-quality, asset-rich, rapidly growing business that has a long-term track record of excellent capital allocation. We initiated our position in Brookfield in 2024 during a period of substantial dislocation where BN traded at a deep discount to intrinsic value – essentially valuing its vast invested capital base at close to zero after accounting for its 73% ownership in its asset management franchise, Brookfield Asset Management ( BAM ). Brookfield delivered strong performance in 2025 driven in equal measure by earnings growth and multiple expansion. Distributable earnings ("DE") – a proxy for recurring economic earnings – showed solid gains, though the headline numbers still obscure the significant latent earnings power at the company. Growth was principally driven by the rapid scaling of Brookfield's captive annuities and insurance business ("Brookfield Wealth Solutions," or "BWS") as BN continues to expand its operations and reposition acquired investment portfolios for higher long-term yields. This growth is expected to accelerate further upon the closing of the Just Group acquisition. This transaction will expand BWS's fixed-annuity portfolio by ~30% to ~$180 billion and firmly position Brookfield as a major player in the attractive U.K. market where BN is already one of the largest real estate and infrastructure investors. The decline in earnings contribution from Brookfield's real estate businesses partially offset BN growth in 2025 and reflects targeted balance sheet simplification actions and softer macroeconomic conditions at Brookfield's small but highly cash generative residential homebuilder business. Importantly, growth in 2025 remained meaningfully below our view of Brookfield's structural potential and management's long-term targets. The company's current level of Distributab...