Voters are hoping for a return to democracy after 15 years of authoritarian rule under Sheikh Hasina.

Deutsche Bank believes that AI-enabled search enhancements could strengthen the long-term outlook for Airbnb . The bank upgraded the short-term vacation rental marketplace to a buy rating from hold. Analyst Lee Horowitz also hiked his price target to $154 from $128. Shares of Airbnb have dipped 18% over the past 12 months and are down 15% on the year. Horowitz's updated forecast implies an additional 33% upside ahead. ABNB 1Y mountain ABNB 1Y chart Horowitz's upgrade comes on the heels of Airbnb's fourth-quarter revenue beat . The company's revenue came in at $2.78 billion, while analysts polled by LSEG had expected $2.72 billion. Airbnb also expects current-quarter revenue to come in between $2.59 billion and $2.63 billion, beating the $2.53 consensus estimate. Horowitz wrote that the broader demand backdrop for Airbnb remains strong. He also applauded two of its newer strategies that could serve as catalysts from here. "Of particular note from a product perspective was the Reserve Now Pay Later (RNPL) product that contributed meaningfully to North America Nights and the shift to a more simplified fee structure for hosts which brought down friction for these hosts in terms of how they price their homes," Horowitz said. "These two initiatives drove > 200bps of growth in the quarter and should remain a tailwind into 2026." The analyst also sees a full product pipeline for Airbnb which could help boost revenue growth. "The product pipeline into 26/27 strikes us as fairly full as fee structure benefits scale, the hotel business grows beyond its fairly nascent stage at the moment, AI native search serves to drive up conversion, and the more streamlined fee structure allows for more smarter pricing by hosts and more market by market fee decisions by Airbnb, to say nothing of the potential benefits of Sponsored Advertising and Experiences and Services in the years to come," he wrote. Horowitz added that while Airbnb is not immune to AI-driven disintermediation, the compan...

马年来了，全网都在“抓马”，力度等同于“抓钱”。最近火爆的商品也大多跟“马”有关，传统类的“马年生肖产品”依旧能有“理财”的效果。总之，现在沾“马”就要火。 马年来了，全网都在“抓马”，力度等同于“抓钱”。 因为马在中国文化中象征力量、忠诚、进取、健康、吉祥等多种积极的品质和精神，谁都喜欢。即便见面问候一句“马上发财、马上幸福”，也能把亲朋好友钓成翘嘴。 所以，商家对“马”这个吉祥物特别青睐，想尽办法要去贴一下，最为明显的是，“姓马”的明星被疯抢，人均至少2个代言。最近火爆的商品也大多跟“马”有关，传统类的“马年生肖产品”依旧能有“理财”的效果。 总之，现在沾“马”就要火。 1. “马”姓明星代言接到手软，“外国马”成互联网顶流 最近几个月，“姓马”的明星特别走俏，无论在娱乐圈人设如何、咖位高低，只要“姓马”就会人均两三个代言，而且代言自己找上门。 比如马伊琍。几个月前，网友发帖：“马年伊利会请马伊琍吗？”，还给品牌写好了广告词“我是马伊琍，马年喝伊利”，结果帖子火了，讨论声量越来越大。 伊利特别“听劝”，立马请了马伊琍代言。做的“寻找马伊琍”的广告，点击量特别高，评论区全是各种赞美的声音，很难想象这是一则广告。 此外，伊利还找来马思纯代言，意思是“马年思念纯牛奶”，网络上的播出效果也不错。 网友又替伊利寻找姓马的明星，有网友建议：“马东，你们敢请吗？”伊利光速签约马东，广告里还让马东自嘲“我也姓马，怎么没人找我？”。 可能是姓马的明星都找差不多了，伊利还签约了喜人圈里的顶流组合“半人马”。 蒙牛也没闲着，走了另一条“马路”，火速官宣了“足球黑马”，西班牙足球明星——亚马尔，做代言。 原因？“亚马尔来了”就是“呀！马儿来了”，这不就跟马年搭上了。 伊利旗下的金典牛奶，也请了一位外国“姓马”代言人。这个建议是网友给的，网友说马斯克应该没时间代言，找他妈也行。然后金典牛奶真的把梅耶·马斯克给请来做代言人。 此外，马思纯还拿到了韩束的代言，广告里深情演唱“马年要红”，她还成为巴黎世家的品牌挚友，出现在多条马年新春广告片中。 来自东北的马丽，今年也接到多条广告。除了六个核桃，还有汽车广告。乐道特别为她推出马年特别版，广告词是“马年马上有Mary，马上有Money”，另外，她还是天猫健康的“首席骑马官”。马丽身上所有关于马的元素，都被用上了。 因为名字有“马和龙”这两个寓意很...

Tesla’s stock was lower to start Friday, the 13th. Shares of the electric-vehicle maker were down 0.7% in premarket trading at $414.07, while and futures were off 0.3% and 0.4%, respectively. Shares snapped a four-day winning streak on Thursday, with Tesla stock down 2.7%.

Moderna第四季度营收6.78亿美元，同比下降30%，市场预期6.251亿美元；第四季度每股亏损2.11美元，去年同期每股亏损2.91美元。

史蒂芬·茨维格在「人类群星闪耀时」里这么描述那些历史上被低估——或者说当时并未意识到——的转折时刻： 「正如艺术天才一旦诞生就流芳百世，具有历史意义的时刻一旦出现，就决定了后世的进程。就像避雷针的顶端汇聚了整个电场，大量的事件总是集中在短时间内爆发。它们平日优哉游哉按部就班地行进，却在一个决定一切的时刻，一个决绝的肯定或否定的时刻，一个对众生来说，无法逆转的或早或晚的时刻，聚集在一起。这一时刻决定了个人的生死，民族的存亡，乃至整个人类的命运。」 我不确定有朝一日回首过去，2026年2月会不会也被视为这样一个意义深远的时刻，几乎全世界最重要的AI公司，都选择集中在这几十天里发布了重量级的新模型，以致于FOMO情绪的压迫感从未如此强烈。 半个月不到的时间，我们已经看到了高预期高表现的Claude Opus 4.6、把OpenAI的增长率带回10%以上的GPT-5.3-Codex、颠覆影像生成领域的Seedance 2.0和Kling 3.0、全面对标和赶超Nano Banana的Seedream 5.0和Qwen-image 2.0⋯⋯ 然后就是GLM-5的突然发布，空降Artificial Analysis开源模型的榜一，仅次于Claude Opus 4.6和GPT-5.2（xhigh）。 王慧文发朋友圈说，「GLM-5的涨价是一个标志性的转折点」，意思很明显，价格是供求关系决定的，涨价，意味着模型够强，以及需求增长够快，实际上GLM-5的排队量已经远超计划了。 更重要的是，来自中国的模型产出，已经不再只是占据数量优势了，在质量上也进入了全面抗衡乃至交替领先的阶段。 考虑到还有Gemini GA、DeepSeek-V4、Doubao 2.0等大活未出，香槟固然不能开得太早，但群星闪耀的夜空，已经布满了累累低垂的果实，其中超过半数都是由国产厂商亲手摘取的。 只能说真实世界的情节比爽文剧本更加夸张，就算天王老子来了，也是秦始皇摸电门。 严格来说，GLM-5的问世也不算特别突然，一周前，在被称作是「大模型超市」的OpenRouter平台，悄然多了一个代号为Pony Alpha的匿名模型。 因为极其强大的编程能力，Pony Alpha在几天内就爬到了OpenRouter热度榜的第一名，也引起各方猜测它到底是谁家少爷来体验生活了，被猜测最多的名字，包括Claude Sonnet...

Decision follows scrutiny over AI-powered surveillance feature.

2026年1月20日，极视角正式向港交所递交招股书，走到资本市场门前。 从招股书看，极视角是一家以计算机视觉为核心的企业级AI解决方案公司。过去三年，公司收入保持高速增长：2022年至2024年，收入由1.016亿元增长至2.573亿元，两年复合年增长率达59.2%。 极视角的增长受益于中国CV 市场的整体扩张。招股书预测，国内该市场未来五年的复合增速将达到 37.7%。 为了在内卷中突围，极视角在2024 年开启了积极的业务迭代。招股书披露了一个关键变化： 2024年，公司引入了大模型解决方案。这一新业务在推出的当年即贡献了 6212.2 万元收入，占总营收比重迅速达到 24.1%。 今天，硅基君就带你来看看这家即将上市的视觉AI公司。 两年复合增长59%，大模型收入6212万 2022 至 2024 年，极视角收入保持高速增长，由 1.016亿元提升至 2.573亿元，两年复合年增长率达59.2%。2025年前9个月，公司收入为1.36亿元。 从招股书看，公司主营业务分为两大类：一是AI计算机视觉解决方案，包括标准、定制化及软硬件一体化的产品；二是大模型解决方案，基于通用大模型，结合多智能体、RAG等技术为企业提供定制服务。 与大量以“单一行业+定制项目”为主的AI公司不同，极视角较早尝试平台化路线，AI算法生态覆盖从开发、训练到部署的全流程。具体通过以下三大平台实现： “极市”算法开发平台：为开发者提供从编程环境、模型训练、测试验证到芯片适配的全套工具，利用场景数据持续优化算法。 “极星”推理与部署平台：集成丰富算法库并支持自然语言交互，帮助用户快速调用、部署模型到实际场景。 “极栈”企业级私有化平台：面向对数据安全与定制化要求高的大型客户，提供全流程AI开发与管理能力，支持主流训练框架及国产化软硬件环境。 这三者也构成了覆盖“云—边—端”的全流程技术栈，其核心目标是将 AI 能力模块化、商品化。 从收入结构看，AI视觉解决方案是公司最主要的收入来源。2024年，AI视觉解决方案收入为1.95亿元，占比75.9%。 其中，软件定义一体化AI解决方案占比最高。这一覆盖标准与定制两类计算机视觉算法，并按需提供平台功能定制、配套软件开发及相关服务与设备，最终形成一套易于部署、即插即用的一站式 AI 解决方案。 标准AI计算视觉解决方案收入占比从2022年的10.8%...

美国财长贝森特：不想与中国脱钩，想要去风险化。

International Holding Co. is creating a new financial-services holding company that will oversee about 870 billion dirhams ($237 billion) in assets, the latest consolidation move by Abu Dhabi’s biggest listed firm. The new entity, Judan Financial, will combine businesses spanning banking, insurance, asset management, alternative investments and financial technology, IHC said in a statement Friday. They include asset managers Chimera Investment and the $115 billion Lunate Capital as well as brokerage International Securities. Judan, which is expected to raise third-party and institutional capital, will have a valuation of about 100 billion dirhams. A first cohort of strategic investors have already been secured, according to the statement. Read More: Abu Dhabi’s $115 Billion Lunate Looks to Accelerate Dealmaking The entity will be chaired by Sheikh Tahnoon bin Zayed Al Nahyan, who is a brother of the United Arab Emirates’ ruler, and the country’s national security adviser. In addition to his role at the $239 billion conglomerate IHC, he oversees vast swathes of Abu Dhabi’s oil wealth as chairman of its biggest wealth fund, its top lender and and its main artificial intelligence investor. IHC’s latest move comes months after it merged three units to create an investing behemoth with $33 billion in assets spanning finance, consumer and energy spread across 85 countries. Abu Dhabi sovereign wealth apparatus, too, has seen sweeping changes . Last month, the newly-created L’Imad Holding — chaired by the emirate’s crown prince Sheikh Khaled bin Mohammed — absorbed wealth fund ADQ. Read More: Abu Dhabi Builds a New Deal Machine Around Its Crown Prince Mohamed Al Suwaidi, who was chief executive officer at ADQ before transitioning into a new role at Lunate, will serve as Judan’s vice chairman, managing director and CEO. In all, Abu Dhabi is home to investors that collectively oversee assets worth about $2 trillion. Many of them have emerged as prolific dealmakers across a ra...

格隆汇2月13日｜当地时间2月10日深夜，美国联邦航空局突然以所谓“特殊安全原因”为由，宣布暂停进出得克萨斯州埃尔帕索国际机场的所有航班，为期10天。但仅仅过了几个小时，联邦航空局便宣布解除停飞令。白宫和美国交通部目前对此的解释是：“墨西哥贩毒集团的无人机侵犯美国领空，已被解决。”但据多家美国媒体当地时间2月12日援引知情人士的消息报道称，美国海关与边境保护局当地时间2月9日在该地区使用美国军方提供的反无人机激光设备击落“空中目标”——事后确认，所谓的“墨西哥贩毒集团无人机”，只不过是一只聚会上使用的气球。

Chipotle Mexican Grill (NYSE: CMG) and Meta Platforms (NASDAQ: META) became the centerpiece of Bill Ackman’s boldest portfolio moves. Pershing Square exited its entire Chipotle stake and rotated into Meta, betting AI infrastructure will outperform struggling fast-casual dining. Should everyday investors follow his lead? Why Ackman Walked Away From Chipotle Chipotle’s Q4 2025 results revealed ... Billionaire Bill Ackman Just Dumped Chipotle for Meta: Should You Follow His Lead?

Sundry Photography/iStock Editorial via Getty Images Shares of Arista Networks ( ANET ) jumped about 12% premarket on Friday after fourth quarter results and revenue outlook beat estimates and analysts maintained their bullish views. BofA kept its Buy rating on Arista and raised the price target on the stock to $185 from $175, citing accelerating momentum in 2026. Analysts led by Tal Liani said that capital expenditure, or Capex, spending is growing and Arista is a strong AI beneficiary. "Another strong quarter with 4Q revenue growth of 29% YoY above Street’s 24%, 1Q revenue growth guidance of 30% higher than Street’s 22%, and FY26 revenue growth guidance raised to 25% versus 20% prior. We believe the guidance is still too low and that Arista can grow 30%+ in 2026. The Company continues to benefit from elevated network investments by Hyperscalers and Neocloud providers, with Cloud Titans plus Service Providers and second-tier Cloud contributing 68% of revenues in 2025, and Enterprise the remaining 32%," the analysts added. The analysts noted that 2026 growth estimates remain conservative. Removing the expected AI and Campus contributions from the total growth guidance, it suggests no growth for theremaining 60% of the business, below the historical 7%, the analysts added. Accounting for that growth points to total 2026 growth of at least 30%, with additional Capex increases creating incremental upside, according to the analysts. Liani and his team said that Microsoft and Meta combined grew 56% and accounted for 42% of Arista's revenues. "Reiterate Buy and increase PO to $185 from $175 prior on higher estimates supported by the accelerated momentum," the analysts added. Wells Fargo maintained its Overweight rating on Arista and increased the price target on the stock to $185 from $175. "ANET's upward CY26 guide justifiably catalyzing shares (+25% y/y; sustainable GM%); providing increased confidence in ANET's path to >30% y/y growth + $5/sh.+ EPS upside in CY27," sai...

格隆汇2月13日｜财政部等三部门发布关于“十五五”期间支持科技创新进口税收优惠政策，对科学研究机构、技术开发机构、学校、党校（行政学院）、图书馆进口国内不能生产或性能不能满足需要的科学研究、科技开发和教学用品，免征进口关税和进口环节增值税、消费税。对出版物进口单位为科学研究机构、技术开发机构、学校、党校（行政学院）、图书馆进口用于科研、教学的图书、资料，免征进口环节增值税。

格隆汇2月13日｜Moderna第四季度营收6.78亿美元，同比下降30%，市场预期6.251亿美元。第四季度每股亏损2.11美元，去年同期每股亏损2.91美元。预计全年营收同比增长最高可达10%。预计全年资本支出为2亿至3亿美元，市场预期为2.653亿美元。

(RTTNews) - The Wendy's Company (WEN) announced a profit for fourth quarter that Drops, from last year

primeimages/E+ via Getty Images Performance Total Return (%) Periods Ended December 31, 2025 3 Months 1 Year 3 Years 5 Years 10 Years Since Inception HL International Equity (Gross) 4.38 28.37 15.17 6.09 9.53 8.50 HL International Equity (Net) 4.22 27.57 14.45 5.43 8.84 7.72 MSCI All Country World ex US Index 5.11 33.11 17.94 8.45 8.94 5.86 MSCI EAFE Index 4.91 31.89 17.81 9.46 8.71 5.65 Click to enlarge The composite performance returns shown are preliminary. Returns are annualized for periods greater than one year. International Equity composite inception date: December 31, 1989. MSCI All Country World ex US Index, the benchmark index, and MSCI EAFE Index, the supplemental index, are shown gross of withholding taxes. Past performance does not guarantee future results. Invested capital is at risk of loss. Please read the above performance in conjunction with the disclosures on the last page of this report. All performance and data shown are in US dollar terms, unless otherwise noted. What's on Our Minds For most of the past 15 years, US equities didn’t just outperform, they made their outperformance feel inevitable. That’s what the idea of “US exceptionalism” became in practice: exceptional earnings growth, exceptional valuations (that didn’t matter), and eventually, exceptional concentration of market returns. Which has increasingly narrowed to a heavy bet on AI. A whole generation of investors has been weaned on US stock market exceptionalism. On a rolling three-year basis, the most recent stretch of US outperformance has lasted approximately 193 months, or more than 15 years—more than two-and-a-half times longer than any prior episode. Such investors may assume that the underperformance of US equities in 2025 was an aberration soon to be reversed, but market structure has changed from 15 years ago. While valuations of US and international markets were once similar, the US now trades at nearly twice the multiples of foreign stocks. The valuation gap has widened, ...

Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Enbridge Inc. Enbridge Preferred Stock: Still The Best Investment Grade Preferred Stock Enbridge Q4 2025 Earnings: I See An Equity Bond Enbridge: The 6% Dividend Yield Is Still Very Attractive Enbridge Q4 2025 earnings preview: Analyst sentiment mixed Earnings week ahead: F, KO, CSCO, SHOP, MCD, BP, AMAT, COIN, MRNA, ROKU, and more

NIO Inc. (NYSE:NIO) is one of Goldman Sachs’ top penny stock picks. On February 9, NIO Inc. (NYSE:NIO) announced its largest recall yet, affecting 246229 ES8, ES6, and EC6 vehicles produced from 2018 to 2023 due to a software issue that can temporarily disable dashboard and control screens. The recall represents about three-quarters of its […]

南韓情報機構認為，北韓領袖金正恩的女兒金主愛已經步入接班人內定階段。北韓駐華大使館公告欄，將金正恩兩父女的合照放在正中間，引起關注。 韓聯社報道，北韓駐華大使館正門旁的公告欄，貼出25張新相片，從排列方式來看，北韓領袖金正恩和女兒金主愛的合照，放在正中央，而左右兩側各有12張相，當中多張都有金正恩兩父女。放在正中央的相下方附有中文說明，但未標示金主愛的名字。 報道指，公告欄中央位置通常展示金正恩獨照，或金正恩和國家主席習近平的合照，這個位置放上金正恩兩父女的合照是第一次。報道指公告欄反映北韓對外形象，具有象徵意義。 南韓國家情報院周四向國會匯報指，綜合考慮到金主愛近期對部分政策提出意見等情況，研判北韓已經進入「接班人內定階段」，會重點關注金主愛是否出席可能在本月下旬召開的勞動黨第九次代表大會及相關活動，其禮賓待遇水準同稱呼等。 金正恩近期頻頻，同金主愛一起亮相公開活動，包括元旦首次帶金主愛到錦繡山太陽宮參拜。金主愛站在中間，金正恩同夫人李雪主分別站在她兩邊。

Eli Lilly (NYSE:LLY) announced an agreement to acquire Orna Therapeutics for up to $2.4b, adding circular RNA and in vivo CAR T technology to its drug development toolkit. The company also expanded its partnership with Innovent Biologics to work on new immunology and oncology treatments. These moves push Lilly further into cell and genetic therapies beyond its established diabetes and obesity drug portfolio. Eli Lilly enters this set of deals with a market profile shaped by a very large 3...

In recent trading, shares of Crocs Inc (Symbol: CROX) have crossed above the average analyst 12-month target price of $90.40, changing hands for $98.46/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation,

In recent trading, shares of Textron Inc (Symbol: TXT) have crossed above the average analyst 12-month target price of $97.86, changing hands for $98.75/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation

In recent trading, shares of Cognex Corp (Symbol: CGNX) have crossed above the average analyst 12-month target price of $47.65, changing hands for $58.67/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuatio

In recent trading, shares of Fastly Inc (Symbol: FSLY) have crossed above the average analyst 12-month target price of $10.57, changing hands for $16.04/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation

In recent trading, shares of Idacorp Inc (Symbol: IDA) have crossed above the average analyst 12-month target price of $140.38, changing hands for $141.39/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuati

In recent trading, shares of Getty Realty Corp. (Symbol: GTY) have crossed above the average analyst 12-month target price of $32.14, changing hands for $33.02/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on va

In recent trading, shares of ONE Gas, Inc. (Symbol: OGS) have crossed above the average analyst 12-month target price of $85.00, changing hands for $85.02/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuati