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瑞银财富管理美洲首席投资官建议:AI热潮中弃科技奔实体

格隆汇 📅 02/25 23:05
格隆汇2月25日|瑞银财富管理美洲区首席投资官兼全球股票主管Ulrike Hoffmann-Burchardi表示,人工智能对以软件为基础的企业构成的威胁,应促使投资者将关注重点从科技公司转向那些深耕实体领域的企业,例如矿业公司、电力生产商和工业企业。她周二在迈阿密海滩出席一场金融行业会议间隙表示,其团队正着手将投资组合从聚焦“数字经济”转向“实体经济”。这意味着买入设备制造商、电力发电企业和资源...

Veeco faces earnings test as AI packaging push meets margin pressure

Investing 📅 02/25 23:05

格隆汇2月25日丨据美国财政部网站,美国出台新一轮涉伊朗制裁措施。

格隆汇 📅 02/25 23:05
格隆汇2月25日丨据美国财政部网站,美国出台新一轮涉伊朗制裁措施。

We played Resident Evil Requiem, ask us anything

The Verge 📅 02/25 23:05
One of the first blockbuster games of the year is almost here - and it's a creepy one. Resident Evil Requiem launches on February 27th, and it's the first all-new RE game since Village in 2021 . It's also a fascinating experience, one that combines the guns-blazing action of Resident Evil 4 with the first-person terror that originated with Resident Evil 7 . In a lot of ways, it's the best of both ...

Waiting to Claim Social Security Can Feel Risky. But There's a Big Payoff.

Nasdaq 📅 02/25 23:05
Key PointsSocial Security benefits are an important income source for seniors.

瑞银美洲CIO:AI热潮中弃科技奔实体

新浪 📅 02/25 23:04
瑞银 财富管理美洲区首席投资官兼全球股票主管Ulrike Hoffmann-Burchardi表示,人工智能对以软件为基础的企业构成的威胁,应促使投资者将关注重点从科技公司转向那些深耕实体领域的企业,例如矿业公司、电力生产商和工业企业。 她周二在迈阿密海滩出席一场金融行业会议间隙表示,其团队正着手将投资组合从聚焦“数字经济”转向“实体经济”。这意味着买入设备制造商、电力发电企业和资源类矿业公司等股...

'Jekyll and Hyde' killer guilty of shooting man on remote country path

BBC News 📅 02/25 23:04
David Campbell murdered former colleague Brian Low in Aberfeldy two years ago then tried to cover his tracks.

Array Technologies earnings on deck: Margin test looms

Investing 📅 02/25 23:04

Alcon (ALC) Q4 2025 Earnings Call Transcript

Nasdaq 📅 02/25 23:04
@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

Stocks Push Higher as AI-Infrastructure Companies and Chipmakers Rally

Yahoo 📅 02/25 23:03 MU.O
The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.46%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.15%. March E-mini S&P futures (ESH26 ) are up +0.60%, and March E-mini Nasdaq futures...

早盘:美股走高科技股领涨 纳指上涨1.2%

新浪 📅 02/25 23:03 MSFT.ONVDA.OMETA.O
北京时间2月25日晚,美股周三早盘走高科技股领涨。纳指上涨1.2%。受英伟达和 甲骨文 股价上涨支撑,主要股指延续了前一交易日的涨势。市场关注英伟达、 赛富时 及Snowflake等公司即将公布的财报。 道指涨120.13点,涨幅为0.24%,报49294.63点;纳指涨272.05点,涨幅为1.19%,报23135.74点;标普500指数涨41.46点,涨幅为0.60%,报6931.53点。 英...

Wall Street climbs ahead of Nvidia's upcoming earnings results

Seeking Alpha 📅 02/25 23:03 NVDA.O
Alexey_Fedoren Wall Street advanced on Wednesday as investors get in position ahead of Nvidia’s ( NVDA ) highly anticipated fourth-quarter earnings report, set for release after the closing bell. Leading the way higher was the tech focused Nasdaq Composite ( COMP:IND ) as it was +1.1%. The benchmark S&P 500 ( SP500 ) was +0.4%, and the blue-chip Dow ( DJI ) was +0.2%. From a sector vantage point, ...

Taboola (TBLA) Q4 2025 Earnings Call Transcript

The Motley Fool 📅 02/25 23:03
Image source: The Motley Fool. Wednesday, Feb. 25, 2026, 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Oruka Therapeutics: A Potential Future Psoriasis Play

Seeking Alpha 📅 02/25 23:03
Aamulya/iStock via Getty Images Shares of skin disease concern Oruka Therapeutics, Inc. ( ORKA ) have more than doubled since its IL-23p19 antagonist ORKA-001 demonstrated a half-life four times greater than Skyrizi in a Phase 1 study. The once or twice-yearly psoriasis candidate is undergoing Phase 2a investigation in an ~80-patient study that management expects to yield best-in-class data for a ...

Micron (MU) stock climbs as Nvidia earnings loom and Micron sets March 18 update - TechStock²

Google 📅 02/25 23:03 MU.O
Micron (MU) stock climbs as Nvidia earnings loom and Micron sets March 18 update TechStock²

財政預算案2026|電動車一換一計劃3月底屆滿 車行加班營業供車主最後衝刺

无线新闻 📅 02/25 23:02
《財政預算案》宣布,電動私家車「一換一」計劃,3月底屆滿後不再延續。政府解釋,電動車已有足夠市場競爭力。 實施八年的電動私家車「一換一」計劃即將取消,想要取得首次登記稅寬免,市民必須要周三晚午夜前落訂,並在4月1日前辦理首次登記。 晚飯過後,不少車主趕去車行換電動車,連牠都帶過來一起選車,車行就加班營業至午夜。 伍先生說:「很突然,(舊車)本來想駕多一年,但現時可能未來數小時就要下決定。」 黃先生...

財政預算案2026|電動車一換一計劃3月底屆滿 車行加班營業供車主最後衝刺

无线新闻 📅 02/25 23:02
《財政預算案》宣布,電動私家車「一換一」計劃,3月底屆滿後不再延續。政府解釋,電動車已有足夠市場競爭力。 實施八年的電動私家車「一換一」計劃即將取消,想要取得首次登記稅寬免,市民必須要周三晚午夜前落訂,並在4月1日前辦理首次登記。 晚飯過後,不少車主趕去車行換電動車,連牠都帶過來一起選車,車行就加班營業至午夜。 伍先生說:「很突然,(舊車)本來想駕多一年,但現時可能未來數小時就要下決定。」 黃先生...

There's a structural shift taking place in AI that investors may be missing. How to play it

CNBC 📅 02/25 23:02 META.OAMD.O
Advanced Micro Devices has recently transformed from emerging artificial intelligence supplier to validated infrastructure partner with its recent deal with Meta , and the market is only beginning to price in what that means. For the past two years, AMD was viewed as a technically capable challenger in artificial intelligence, but one that remained largely unproven at hyperscalers. While its MI300...

Lowe's Companies Stock Falls 4% Over Decline In Q4 Earnings

Nasdaq 📅 02/25 23:02
(RTTNews) - Stock of Lowe's Companies, Inc. (LOW) is moving down nearly 4 percent on Wednesday morning trading following the announcement of its fourth-quarter results, which saw a decline in earnings to $999 million, or $1.78 per share, compared with $1.125 billion, or $1.99 per

大卫・泰珀向惠而浦发公开信,指责其摧毁股东价值并敦促改革

新浪 📅 02/25 23:02
核心要点 对冲基金经理大卫・泰珀称,他以 “相当震惊” 的心情目睹惠而浦增发股票,认为这是大规模且不必要的股东股权稀释。 泰珀在信中表示: “多年来,这支管理团队已经毁掉了数亿美元的股东价值。够了,不能再找任何借口。” 这位对冲基金经理还批评惠而浦,未能充分利用特朗普政府时期推出的关税政策带来的利好。 对冲基金 阿帕卢萨管理公司 (Appaloosa Management)的亿万富翁创始人大卫・泰...

Nvidia (NVDA) Counters AMD and Big Tech with Vera Rubin AI System - TipRanks

Google 📅 02/25 23:02 NVDA.O
Nvidia (NVDA) Counters AMD and Big Tech with Vera Rubin AI System TipRanks

Wheat Losses Extend to Wednesday Morning

Nasdaq 📅 02/25 23:02
Wheat is kicking off Wednesday trade with losses of 2 to 4 cents. The wheat complex was weaker on Tuesday. Chicago SRW futures were steady to 2 cents lower. Open interest rose 3,208 contracts on Tuesday. KC HRW futures are down 5 to 6 cents in the front months on...

Cattle Look to Wednesday Following Mixed Tuesday Trade

Nasdaq 📅 02/25 23:02
Live cattle futures posted mixed action on Tuesday, with contracts up a dime to 15 cents lower. Open interest was up 2,371 contracts on Tuesday, with the front two contracts dropping and OI rising in June through December. Cash trade has been quiet so far this week, with last week...

Hog Bulls Look to Extend Rally to Wednesday

Nasdaq 📅 02/25 23:02
Lean hog futures saw gains of $1.70 to $2.10 on Tuesday. Open interest suggests longs coming back in, rising 3,563 contracts. April was the only to see a drop in OI, down 2,006 contracts. USDA’s national base hog price was not reported on Tuesday afternoon, with the 5-day rolling average...

Orbia Advance Corporation, S.A.B. de C.V. reports Q4 results

Seeking Alpha 📅 02/25 23:02
Orbia Advance Corporation, S.A.B. de C.V. press release ( MXCHF ): Q4 Revenue of $1.88B (+5.6% Y/Y) beats by $20M . Adjusted EBITDA of $236M (-14% Y/Y). 2026 Outlook For 2026, the Company expects full-year EBITDA will be in the range of $1,100M–$1,200M, with capital expenditures expected to be approximately $400M. More on Orbia Advance Corporation, S.A.B. de C.V. Seeking Alpha’s Quant Rating on Or...

How did Epstein ensnare so many rich men? By knowing they were entitled and insecure | Emma Brockes

The Guardian 📅 02/25 23:02
The sex offender could exploit these masters of the universe ​because, despite their privilege, ​they still felt short-changed by life One of the things that has been frequently puzzled over as the effluent of the Epstein story flows on, is how a college dropout who thought it was cool to do typos managed to persuade the world’s most powerful into his lair. What, precisely, was the nature of his “...

Football ‘has eaten almost every sport’ due to digital dominance, says podcast chief

The Guardian 📅 02/25 23:01
Goalhanger’s Tony Pastor says Serie A has ‘disappeared’ ‘You have to embrace this idea of fragmentation’ Football “has eaten almost every sport worldwide” thanks to its dominance of TV and digital markets, according to the head of the leading podcast production company Goalhanger. Tony Pastor, CEO of the studio behind the Rest is Football among other podcasts, said that broadcasters were strugglin...

以太坊升破2000美元,日内涨8.06%

同花顺 📅 02/25 23:01
以太坊升破2000美元,日内涨8.06%。比特币升破67000美元,日内涨4.68%。

National Bank Of Canada Q1 26 Earnings Conference Call At 11:00 AM ET

Nasdaq 📅 02/25 23:01
(RTTNews) - National Bank of Canada (NA.TO) will host a conference call at 11:00 AM ET on February 25, 2026, to discuss Q1 26 earnings results.

Anthropic舍弃标志性安全护栏承诺 成AI行业最具戏剧性的政策转向之一

新浪 📅 02/25 23:01 MSFT.OTSLA.OGOOG.O
多年来一直以相较同行更为注重人工智能安全性的Anthropic PBC,如今已放松了对其“安全护栏”的承诺。这是AI行业迄今最具戏剧性的政策转向之一,也折射出一批曾经专注于帮助人类的初创公司,正将注意力转向利润与成功。 该公司在2023年发布的《负责任扩展政策》中曾表示,将会推迟可能引发危险的AI的研发。但Anthropic在周二发布的博客文章中,已经更新了规则,称如果公司认为自身相较竞争对手并不...
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