财联社2月12日讯（编辑 冯轶） 财联社为您带来今日港股重要公告 1）公司要闻 中国中冶(01618.HK)： 1月新签合同额736.5亿元，其中新签海外合同额人民币32.1亿元。 中国交通建设(01800.HK)： 2025年新签合同额为18836.72亿元，同比增长0.13%。 联想集团(00992.HK)： 截至2025年12月31日止第三季度，收入同比增长18%，达创纪录的222亿美元，三大业务集团的收入均取得双位数同比增长。人工智能相关收入同比增长72%；调整后净利润5.89亿美元，同比增长36%。 华虹半导体(01347HK)： 2025年，实现销售收入约24.02亿美元，同比增长19.9%；净利润5488.1万美元，同比减少5.6%。主要得益于平均销售价格提升及降本增效，部分被折旧成本上升所抵消。 公告称，2025年第四季度业绩，销售收入再创历史新高，达约6.6亿美元，同比增长22.4%，利润1745.4万美元，同比扭亏为盈。全年平均产能利用率为106.1%，预计2026年第一季度销售收入约在6.5亿美元至6.6亿美元之间，预计毛利率约在13%至15%之间。 中国同辐(01763.HK)： 发布盈警，预计年度股东应占利润约3.02亿元至3.22亿元，同比减少约20%至25%。 创维集团(00751.HK)： 预计2025年净利润同比取得约30%的下降幅度。主要由于中国房地产市场持续下行、销售低迷的影响。 华润置地(01109.HK)：2026年1月合同销售116.5亿元，同比增长0.4%。 京信通信(02342.HK)：预计2025年净利润不少于1000万港元，同比扭亏为盈。 亚太卫星(01045.HK)：预计2025年净利润同比下跌约31%，主要由于市场竞争激烈导致价格下降。 康哲药业(00867.HK)：签订原研药Lidoderm®利多卡因凝胶贴膏独家经销协议。 开拓药业-B(09939.HK)：将利用化妆品业务的现金流量为医疗/生物应用及开发提供资金。 复宏汉霖(02696.HK)： 自主研发的HLX15-SC用于多发性骨髓瘤治疗的1期临床试验申请获NMPA批准。2024年度，同类产品全球范围内的销售额约为128.8亿美元。 2）回购动态 小米集团-W(01810.HK)：斥资约1.48亿港元回购405万股，回购价36.50港元至36.78港元。...

《科创板日报》2月12日讯（记者 黄修眉） 西安聚能超导磁体科技股份有限公司（下称：“聚能磁体”）近日在陕西证监局进行辅导备案登记，拟向不特定合格投资者公开发行股票并上市，辅导机构为中信建投证券。 资料显示，聚能磁体成立于2011年6月15日，注册资本8500万元，法人代表李超；2024年11月25日完成股份制改造，2026年1月获批在新三板基础层挂牌。 其过往财务数据显示，2023年度至2024年度，合并报表口径下，聚能磁体分别实现营收1.44亿元、1.88亿元；实现净利润2528.50万元、3200.77万元。 聚能磁体是国内少数实现超导磁体商业化生产的企业之一，在粒子加速器领域提供了包括28GHz、45GHz 国内首台套重离子加速器用ECR离子源磁体等核心产品 ，先后获得2024年国家级专精特新“小巨人”企业等荣誉。 其官网显示，聚能磁体是科创板公司西部超导的子公司，也是西北有色金属研究院旗下一家致力于超导磁体设计及生产制造的高新技术企业。截至目前，该公司产品已应用在工业、科研、医疗、加速器、半导体、轨道交通等领域。 该公司主要产品有200/300mm大尺寸单晶硅用MCZ超导磁体、太阳能大硅片用超导磁体、科研用制冷机直接冷却超导磁体（磁场0-18T）、超导储能磁体、磁悬浮列车用超导磁体、核磁共振（MRI）用超导磁体、重离子加速器用ECR离子源磁体等全系列加速器用超导磁体。 聚焦该公司的技术先进性，其官网显示，聚能磁体2015年获得美国密歇根州立大学放射性同位素束流装置（FRIB）用超导磁体8T超导磁体近百台订单， 首次实现了高端超导磁体的出口 。 其于2017年成功研制13T40mm高场无液氦直冷磁体，实现具备双均匀区（50mm，200mm）转换功能的制冷机直接冷却超导磁体的研制，彻底打破了国外对该类技术的垄断；2020年为欧洲核子研究中心CERN提供LHC升级用CCT磁体。 股权结构方面， 科创板公司西部超导持有2960万股股份，持股比例为34.82%，为聚能磁体控股股东 ，最终实控人为陕西省财政厅。 该公司股东名单中，包括中芯聚源、新微资本、唐兴资本等国有资本， 科创板上市公司晶升股份持股2.3529%，位列股东名单第十三名。 （图：聚能磁体2026年1月发布的公开转让书中披露的股权结构） 融资历程方面，工商信息显示，聚能磁体仅在2023年10月27日完成...

Royal Festival Hall, London George Benjamin conducted this meticulously programmed and beautifully executed concert of his own Palimpsests alongside music by Scriabin, Stravinsky and Ravel Shimmering colours, translucent textures and illuminating shafts of light were the order of the day as the London Philharmonic’s composer-in-residence George Benjamin donned his conductor’s hat, bringing his trademark rigour and precision to a meticulously programmed concert of Scriabin, Stravinsky, Ravel and Benjamin himself. Sensuality ruled in Scriabin’s The Poem of Ecstasy, a single-movement symphonic ode to joy. Languorous strings and woodwind indulged in voluptuous foreplay, spurred on by priapic brass, only to fall back repeatedly as if momentarily sated. Benjamin exerted an impressive control over his vast forces – nine horns, no less – refining the composer’s unrestrained textures before ramping up the adrenaline for a climactic explosion of hedonistic pleasure. Continue reading...

原油价格在小幅涨跌间震荡，交易商聚焦美伊紧张局势，这一因素盖过了全球供应不断增加的信号。 布伦特原油价格在每桶 69 美元附近交易，周三曾上涨近 1%。尽管美国总统特朗普在与以色列总理内塔尼亚胡会谈后表示，其目标是与德黑兰达成核协议，但交易商仍对可能发生的军事打击及供应风险感到担忧。 今年以来，除一周外，原油价格每周均录得上涨，地缘政治风险与供应中断推动期货价格走高。美国于 1 月介入委内瑞拉局势，随后在一波抗议活动挑战伊朗伊斯兰共和国领导层后，将焦点转向伊朗。 尽管如此，多家银行仍认为全球原油供应充足。 高盛 集团表示，供应过剩已开始显现，但主要出现在对定价影响较小的地区。国际能源署周四称，去年全球石油库存以 2020 年以来最快速度增长，凸显市场已进入供应过剩周期，尽管这种过剩在全球分布并不均匀。 随着美伊紧张局势持续，美国已在该地区部署海军力量。特朗普在与内塔尼亚胡会晤后通过社交媒体表示，他更倾向于与伊朗达成协议。但他也表示，如果协议无法达成，“我们只能拭目以待结果如何”。 万达洞察（Vanda Insights）创始人万达娜・哈里（Vandana Hari）称，油价大概率将维持区间震荡。鉴于任何持久协议都面临重大政治障碍，外交进展带来的油价回调空间有限。 “更多对抗性言论或军事姿态可能会推高风险溢价，但涨幅可能受限，除非美国对伊朗的打击迫在眉睫，” 哈里表示。 委内瑞拉的石油流向也备受关注。美国能源部长克里斯・赖特在加拉加斯媒体圆桌会议上称，中国已购买部分此前由美国收购的委内瑞拉原油，但未透露细节。他补充道，这个拉美国家所谓的 “石油隔离” 实质上已结束。 责任编辑：郭明煜

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Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Iron Mountain Iron Mountain: Shares Need To Fall Further Before This Prospect Makes Sense Again Iron Mountain: Strong Core Operations And Fresh Value Iron Mountain: Discounted Valuations, Richer Yields, & Resilient AI/Legacy Business Monetization Iron Mountain Q4 earnings beat, with growth businesses setting stage for strong 2026 Iron Mountain FFO of $1.01 beats by $0.03, revenue of $1.84B beats by $40M

格隆汇2月12日｜1. 美国三大股指期货齐涨，纳指期货涨0.3%，标普500指数期货涨0.31%，道指期货涨0.29%。 2. 欧股主要指数集体上涨，德国DAX指数涨1.31%，英国富时100指数涨0.1%，法国CAC指数涨0.91%，欧洲斯托克50指数涨0.7%。 3. 消息称美国财长贝森特同意由参院调查鲍威尔，以换取美联储新主席提名放行。 4. 谷歌将AI购物功能引入搜索与Gemini，用户可实现“边问边买”。 5. 古尔曼：苹果推出新版Siri的计划再遇阻，多项功能或推迟发布。 6. 阿克曼旗下潘兴广场重仓Meta，去年底新建仓规模达20亿美元。 7. Meta将在印第安纳州投资超过100亿美元建数据中心园区。 8. 退出英伟达HBM4供应名单？美光澄清：已量产出货。 9. 乘联分会：1月特斯拉中国批发销量69129辆。 10. 百度：自春节红包活动启动以来，文心助手MAU同比增长4倍。 11. 诺和诺德效仿礼来，计划推出瓶装版本的Wegovy 减肥药。 12. 淡水河谷时隔七年重登铁矿石产量榜首，产量达3.36亿吨，同比增长2.56%。 13. 福特汽车计划在未来几年内推出五款售价低于4万美元的新车型。 14. 文远知行与优步正式启动阿布扎比市中心首个ROBOTAXI商业运营服务。 15. 麦当劳去年Q4营收同比增长9.5%至70亿美元超预期，美国营收增速创两年新高 16. 思科去年Q4营收同比增长约10%至创纪录的153亿美元，AI需求支持上调全年指引。 17. 美国雅保去年Q4净亏损4.559亿美元，同比盈转亏；将闲置澳洲一家锂工厂。 18. Applovin去年Q4营收及调整后EBITDA均超预期，CEO强硬回应称市场情绪与现实脱节。 19. Grab去年首次实现全年盈利2.68亿美元，拟回购5亿美元股份。 美股时段值得关注的事件： 21:30 美国至2月7日当周初请失业金人数 23:00 美国1月成屋销售总数年化 (格隆汇)

Artistic Operations/iStock Editorial via Getty Images Investment Thesis For quite a long time, General Motors Company ( GM ) has been dismissed as a Legacy business. Well, not anymore. At least, it's not the company that many of us knew of before. It has changed drastically. And I say this because GM is just not a carmaker. And this is because it has built an ecosystem of services and tech for itself. It is a well-diversified company that I believe warrants a Strong Buy rating. And in my view, GM is materially undervalued relative to its earnings power and growth outlook, as I will demonstrate in the valuation section. The company's North American business just hit its highest market share in a decade, as reported in Q4 2025 earnings . And management is focused on profitability even in the face of EV industry noise. GM has aggressively restructured its electric vehicle strategy in order to curb losses and match production to demand. All this while doubling down on its profitable truck and SUV franchises. First and foremost, I am rating GM a Strong Buy because of its powerful combination of improving fundamentals and bargain valuation. In my view, this is simply a great business with a cheap stock. GM generated $185Bn in revenue in 2025 and $10.6Bn in automotive FCFs. Yet it trades at a single-digit earnings multiple. I believe there are few companies of this scale that produce over $10Bn in FCFs annually with a FWD P/E around 6x. In my opinion, the market is underestimating GM's resilience and strategic pivot. My thesis here is that GM's boring image belies an ongoing transformation into a leaner, tech-enabled cash engine, as noted by the CFO, Paul Jacobson: "...self-imposed cyclicality out of the business..." This is done by running with tighter inventory and more disciplined incentives. This new operational discipline showed in the Q4 2025 earnings results and sets the foundation for continued momentum. At the end of the day, GM's value lies in its ability to gene...

Nuveen is buying Schroders in a £9.9 billion deal, creating one of the world’s largest active asset managers with nearly $2.5 trillion of assets. Schroders CEO Richard Oldfield told Bloomberg that he will stay on as chief executive of the firm and that the transaction can help Schroders scale. The move ends more than two centuries of independence for the UK’s largest standalone asset manager. Schorders jumped as much as 30% at the open. Elsewhere, EssilorLuxottica and Hermès were among the European companies rising after posting strong sales. While Siemens said they expect the boom in artificial intelligence for industry and to keep fueling its business. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)

2026年春节，因为AI竞赛而变得无比热闹，各家都使出浑身解数抢占C端的渗透。 2月12日消息，据千问发布的“春节30亿大免单”最新数据显示，短短6天里，用户发出了41亿次“千问帮我”的指令，AI完成下单超1.2亿笔。另据QuestMobile最新数据，在春节AI大战的猛烈攻势下，千问日活飙升至7352万，已经逼平行业第一。 1.2亿笔订单到底意味着什么，值得梳理。这个数字的里程碑意义，在于全球首次实现AI Agent的大规模真实世界任务执行与商业化验证，成为AI发展史上的一个分水岭。 长期以来，全球科技巨头都在争论通用人工智能（AGI）究竟何时到来，但目前大多数C端产品的形态依然停留在对话层面，用户也多将AI作为搜索工具或者是文案助手。 实际上，AI完成对话和完成下单，是两个完全不同的维度。AI对话只需要消耗服务器的算力，想要AI完成下单，必须要涉及意图识别、工具Agent调度、多系统协同，以及商品匹配、支付授权、物流跟踪，任何一个环节的脱节，都会让AI落为纸上谈兵。 哪怕是最近爆火的7X24h无休办公Agent项目Clawbot（已更名OpenClaw），只要涉及到与真实世界的交互，比如砍价买车的最后一步——实体签名和付款，AI就会卡住。 在全球范围内的AI竞争里，OpenAI刚刚把2026年定调为“落地年”，谷歌Gemini的API调用量从350亿飙升到850亿，但它们的商业化路径仍依赖Token或API计费。 千问这次跑通的，恰恰是那条从AI到真实世界的全链路。依托于阿里体系的消费场景承接，千问的用户不需要跳转到淘宝再自己搜索，不需要在APP之间反复横跳，而是直接在AI对话里表达需求，信息和服务自己就会流动，最终完成决策和支付。 这个转变，比多数人感知到的更深刻。1.2亿订单里，每一笔都对应一个具体的人，一个具体的购物需求，以及一次AI已经完成了的信任交付。技术的进步，也带来了普通人生活方式的改变。 当前的AI竞赛已经进入了下半场，规则发生了根本性变化。 早期的竞争重点在于参数规模和模型跑分，大家都试图在各种榜单上证明自己的AI更聪明。但今年的春节数据说明，真正的胜负手在于谁能率先构建起可执行、可扩展的任务型生态，谁先跑通闭环。千问已经完成了打通“模型-生态-支付-履约”全链路的AI Agent，形成正向飞轮。 将视角拉远，看看这个春节国内各家科技巨头都在做...

Beijing has issued a central directive to dismantle the administrative walls dividing China’s electricity sector, signalling a decisive shift towards a unified national power market designed to support the country’s energy security and green transition. A decade into its power-sector overhaul, China is doubling down on market unity during the just-started 15th five-year planning period. These structural shifts are widely seen as indispensable to the nation’s 2030 carbon-peak target, as the...

If Tottenham are waiting for Pochettino part two, then season three of Postecoglou might bring the right survival vibes It’s panic time at the bottom of the Premier League, and if the past couple of days are anything to go by, probably don’t go following Ange Postecoglou into a job any time soon. Others who’ve followed it more closely can do Nottingham Forest and their 4 (four) managers . This is a piece about Tottenham Hotspur, or as I like to call them, my big team who win things. November 2023 feels like a lifetime ago. Spurs were top of the league. Angeball was at its peak. Dynamic free-flowing football – they were 1-0 up against Chelsea thanks to Dejan Kulusevski (injured). It’s the 14th minute, Spurs neatly play themselves out from back down the right, it breaks to Pape Sarr who rolls the ball to Destiny Udogie (injured), and Brennan Johnson (Crystal Palace) steams down the left. He plays a perfect first-time ball with his left foot into the path of Son Heung-min (LAFC), who rolls it home. Tottenham are 2-0 up against a team they lose to at least twice a season. Continue reading...

The perpetual question of “who governs” finds stark expression in today’s US-China rivalry. As the two powers compete, the contrast between governance-by-technocrats in China and the predominance of lawyers in the United States is shaping each country’s respective development path. China is set to approve its 15th five-year plan, which will set development goals and strategies through 2030. It prioritises critical technological breakthroughs and industrial integration. Meanwhile, in the Trump...

Robert Way/iStock Editorial via Getty Images In the world of dividend growth investing, it can be easy to get tunnel vision. Many focus on the established dividend stars of the present - the companies with decades of dividend growth to their credit. However, this narrow focus can cause one to miss out on the great dividend growth stories of tomorrow. This brings me to my topic of today, which is Meta Platforms ( META ). When I last covered it with a "Buy" rating in March , its phenomenal growth prospects were a major positive. The company's AA-rated balance sheet was another selling point. Closing the deal on my buy case was the fact that shares looked to be a solid value. Eleven months later, my original investment thesis that Meta will be a standout in the dividend growth universe hasn't changed. Accordingly, I'm reaffirming my "Buy" rating. Meta is undoubtedly leaning heavily into capex investments in 2026, ramping up spending to a forecast of between $115 billion and $135 billion. There are perfectly valid reasons for the company to do so, though. These include ad efficiency gains, improved engagement, and an uptick in engineer output in 2025. Even with this spending plan, Meta has plenty of breathing room to maintain its AA- S&P credit rating with a stable outlook. Shares are also incrementally more undervalued now than they were last March. Meta Proved Itself Again to Close Out 2025 Meta Q4 2025 Earnings Presentation On Jan. 28, Meta released its earnings report for the fourth quarter ended Dec. 31, 2025. The company's total revenue climbed 23.8% higher year-over-year to $59.9 billion during the quarter. That exceeded the Seeking Alpha analyst consensus in the quarter by $1.4 billion . What factors played into Meta's spectacular topline growth to conclude 2025? Just like past articles, the answer is a combination of investments producing results and the network effect. Meta's Family of Apps now reaches nearly 3.6 billion daily active people, which is up about ...

TROY, Mich., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Kelly (Nasdaq: KELYA, KELYB), a leading specialty talent solutions provider, today announced fourth-quarter and full-year 2025 earnings.

Alexey_Fedoren/iStock via Getty Images Introduction I’m not breaking any news when I say we spend a lot of time discussing ‘Big Picture’ investment ideas on a very frequent basis. In recent weeks, we’ve been doing it almost daily. That’s because my entire strategy is built on a top-down approach, where I first assess in what areas I want to invest before I start to look for the best opportunities in those areas. For example, in recent years, I have avoided the consumer (more or less) and piled into energy, as I’m somewhat bearish on one group and very bullish on the other. As a result, I avoided stocks like NIKE ( NKE ) that may be among the best consumer stocks (because I dislike the consumer space) and bought stocks like Canadian Natural Resources ( CNQ ), which I consider one of the best oil producers on the planet. By the way, it yields more than 5.0% and has hiked its dividend for 25 consecutive years with a CAGR of more than 20.0%. If you’re in the market for energy income (and growth!), CNQ may be right for you. Anyway, my point is that it’s sometimes hard to keep track of all the ideas, especially when it comes to actionable ideas. That’s where this article comes in. I have to say that this wasn’t an article I planned far in advance, as I came across a note from Apollo Global Management. Its Chief Economist, Torsten Slok, made a terrific list of economic growth tailwinds that do not rely on cyclical factors. He even made the case that overheating is a risk, which I agree with in light of the rebound in cyclical indicators like the ISM Index. Here’s what he wrote : The problems in software will not become a macro problem because the underlying US economy is about to take off. There are three strong tailwinds to growth over the coming quarters: 1. Many financings for data centers have already been committed for 2026. 2. There is strong political support for bringing back production facilities for semiconductors, pharmaceuticals and defense. 3. Fiscal policy is...

Robert Way/iStock Editorial via Getty Images In the world of dividend growth investing, it can be easy to get tunnel vision. Many focus on the established dividend stars of the present - the companies with decades of dividend growth to their credit. However, this narrow focus can cause one to miss out on the great dividend growth stories of tomorrow. This brings me to my topic of today, which is Meta Platforms ( META ). When I last covered it with a "Buy" rating in March , its phenomenal growth prospects were a major positive. The company's AA-rated balance sheet was another selling point. Closing the deal on my buy case was the fact that shares looked to be a solid value. Eleven months later, my original investment thesis that Meta will be a standout in the dividend growth universe hasn't changed. Accordingly, I'm reaffirming my "Buy" rating. Meta is undoubtedly leaning heavily into capex investments in 2026, ramping up spending to a forecast of between $115 billion and $135 billion. There are perfectly valid reasons for the company to do so, though. These include ad efficiency gains, improved engagement, and an uptick in engineer output in 2025. Even with this spending plan, Meta has plenty of breathing room to maintain its AA- S&P credit rating with a stable outlook. Shares are also incrementally more undervalued now than they were last March. Meta Proved Itself Again to Close Out 2025 Meta Q4 2025 Earnings Presentation On Jan. 28, Meta released its earnings report for the fourth quarter ended Dec. 31, 2025. The company's total revenue climbed 23.8% higher year-over-year to $59.9 billion during the quarter. That exceeded the Seeking Alpha analyst consensus in the quarter by $1.4 billion . What factors played into Meta's spectacular topline growth to conclude 2025? Just like past articles, the answer is a combination of investments producing results and the network effect. Meta's Family of Apps now reaches nearly 3.6 billion daily active people, which is up about ...

《科创板日报》2月12日讯（记者 李佳怡） 对着手机说一句“想喝奶茶”，AI便自动完成下单，半小时后骑手已等在楼下。曾经只属于科幻电影的场景，如今已是生活日常。 近日，谷歌官宣将AI购物功能全面嵌入搜索引擎与Gemini聊天机器人。用户在向AI查询消费相关问题同时，可直接触发商品购买链路，无需跳转至第三方电商平台，实现“边问边买”的一站式消费体验。 而在大洋彼岸的中国市场，一场更为接地气的AI消费实验已交出首份阶段性答卷。 2月12日，阿里千问App公布“春节30亿大免单”第一波活动数据。过去6天，用户说了41亿次“千问帮我”，AI完成下单超1.2亿笔。数据显示，来自千问的订单中，近半数在县城下单，有156万老年人通过千问首次体验外卖服务，消费者用AI下单了1000多吨鸡蛋、2300多件健身器材和1500多本图书。 可以看到，大洋两岸几乎同时落子的“AI购物”赛道，正呈现出截然不同的演进路径，这也意味着AI超级入口的卡位战已从“对话即搜索”演进至“对话即交易”。 作为全球最大的搜索引擎，谷歌手握海量消费检索需求，其在AI商业化布局思路也延续了其搜索时代的成功逻辑，即在用户获取信息的地方嵌入交易环节。这一模式实质上是“AI+广告”的变现模式延伸，核心依旧是流量分发的商业本质。 而中国玩家则选择了更为务实的入场方式，不是让AI“指路”去哪买，而是让AI“跑腿”直接买。千问春节活动的引爆点，始于一杯奶茶。用户只需对App说一句话，25元无门槛免单卡自动抵扣，商家、骑手接单，奶茶半小时后便送到家。 中国AI购物首战由阿里打响，并非偶然。拆解千问的爆发底座，可以看到两条清晰的主线交织，一是全栈AI技术能力，二是全场景消费生态。技术侧方面，阿里构建了从芯片、云到大模型的完整闭环；而在生态侧，淘宝闪购、天猫超市、高德、飞猪等则构成了一张覆盖“衣食住行娱”的可调用服务网络，让AI不仅能“听懂”需求，更能“兑现”需求。 这同样也是中美AI购物路径分野的深层原因。 谷歌有搜索场景，有Gemini模型，但缺乏结账能力、配送网络和线下履约触点。阿里则把过去二十年在电商、物流、本地生活积累的“硬基建”，直接转化为AI时代的消费基础设施。 值得注意的是，春节假期带来的“泼天流量”只是起点，AI购物真正的考验在于流量过后的用户留存。 千问团队显然清楚这一点，此前其官宣将免单卡有效期从2月23日延...

申科股份公告，拟以4000万元-8000万元回购公司股份，回购价格不超过20元/股。

PBF Energy posts surprise profit as refining margins rebound Reuters

Russia launched a barrage of ballistic missiles and drones at Ukrainian cities in overnight attacks, officials reported on Thursday as Ukrainian President Volodymyr Zelensky said Moscow was “hesitating” about another round of US-brokered talks on stopping the fighting. Washington has proposed further negotiations next week between Russian and Ukrainian delegations in Miami or Abu Dhabi, in the United Arab Emirates, which was the location of the last meeting, Zelensky said late on...

图片来源：界面图库 范剑磊 2月12日，据财联社，有媒体援引知情人士透露，苹果公司筹备已久的新版Siri升级计划再次遭遇技术挫折，在近期内部测试中暴露多项问题，原定随3月iOS 26.4系统更新推出的多项AI功能，或将被迫分散至后续版本推迟发布，部分功能最快5月亮相，最迟可能延后至9月。 这已是新版Siri自2024年宣布升级以来的第二次重大延期。 2024年6月，苹果在全球开发者大会上首次宣布将对Siri进行重大AI升级，依托自研大语言模型平台Apple Foundations Models，打造更智能的个人语音助手，原定2025年初推出。 后因自研AI模型性能未达预期，首次将发布时间推迟至2026年，内部进一步锁定3月随iOS 26.4上线，这一计划直至上个月仍未调整，苹果的高管们不希望新功能推迟到2026年春季之后发布。 但近期的内部测试打破了这一规划。据测试人员反馈，新版Siri存在技术缺陷，核心问题集中在响应稳定性与准确性上。包括Siri无法正确处理查询、响应时间过长、准确性问题，以及当用户语速过快时Siri会打断用户等漏洞。更棘手的是，新版Siri偶会错误调用与OpenAI ChatGPT的集成功能，而非使用苹果自身技术，即便该请求本可由自身系统处理。 受此影响，苹果正调整发布策略，计划将原本集中推出的新功能拆分至后续iOS版本中。 其中，最可能延期的是两项核心功能：一是Siri访问个人数据能力的扩展，该功能可让用户通过语音指令，让Siri搜索旧短信、查找朋友分享的播客并直接播放；二是高级语音应用控制系统，支持用户用一句指令完成跨应用操作，如查找、编辑图片并发送给联系人。目前这两项功能虽有初步支持，但稳定性未能达到苹果上架标准。 苹果个人数据功能开发耗时较长，部分原因是出于对隐私的严格保护。据悉，上周员工全体会议上，软件工程主管Craig Federighi曾强调，个性化AI不能暴露用户数据。 值得注意的是，苹果仍在推进两项未公开的新功能，包括类似Perplexity的网络搜索工具和基于Image Playground的自定义图像生成功能，这两项功能已在iOS 26.4和26.5测试版中出现，有望部分按原计划推进。 苹果还正为iOS 27等后续系统研发代号为“Campo”的重大AI项目，计划将Siri改造为类似聊天机器人的系统级助手，深度整合谷歌Gemi...

Vladislav Stepanov/iStock via Getty Images I have covered Lattice Semiconductor ( LSCC ) only once before and it was a 'Hold' rating more than two years ago . Despite being a semiconductor company, LSCC did not capitalize on the AI frenzy so far compared to various other semiconductor players. Its share price grew by approximately 10% since my September 2023 coverage while the broader market rallied by more than 50% over the same period. The main reason is that LSCC's revenue actually stagnated between FY2022 and FY2025 due to the limited data center exposure in the past as the company mostly focused on automotive solutions, and this end market has been struggling due to high interest rates since 2022. However, the company is making an impressive comeback as it is expanding its data center exposure because new products demonstrate impressive growth and a quite promising outlook. The stock is up by 80% over the last 12 months and is rallying further in 2026 with 44% added to the share price YTD. I think it is a good opportunity to capitalize on LSCC impressive growth momentum after the fresh Q4 earnings release, and I upgrade it to "Buy". Recent developments The company released its Q4 FY2025 earnings just a few days ago, on February 10. The stock surged by 16% after earnings despite the fact that it is very difficult to call Q4 earnings stellar if we look just at the company's actual headline numbers against consensus estimates. Actual Q4 revenue was just above consensus while there was no EPS surprise at all. Seeking Alpha However, the post-earnings optimism becomes very fair and reasonable if we zoom in and look beyond just comparing actual results against consensus. First and foremost is the YoY revenue and EPS dynamic. LSCC delivered a 24% YoY revenue increase after several quarters of topline stagnation. Last time LSCC delivered a 20%+ YoY revenue growth was in Q1 FY2023 . Furthermore, the company's YoY EPS growth was also impressive, as the bottom line more th...

Midwest Trust Co Sells 4,023 Shares of Advanced Micro Devices, Inc. $AMD MarketBeat

Backlog drops below 7.3m for first time since 2023 in England, but concern over long A&E waits.

格隆汇2月12日｜有媒体援引消息人士称，税务警察对亚马逊(AMZN.US)意大利总部展开搜查，这是针对涉嫌税务欺诈的新调查的一部分。警方同时对七名亚马逊意大利经理的住所及米兰毕马威办事处进行了搜查。

2月11日消息，因节前茅台酒旺销，贵州茅台包装车间近期进入满产运行状态，公司多个部门员工分批次被安排到包装车间临时支援生产，春节期间也安排了加班与生产。 事实上，自2026年1月53%vol 500ml飞天贵州茅台酒在i茅台上架销售以来，茅台酒就一直处于热销状态。 2月2日，i茅台数据显示，过去一个月，i茅台新增用户628万，月活用户超1531万。随着飞天53%vol 500ml贵州茅台酒及其往年酒、53%vol 500ml贵州茅台酒（丙午马年）、53%vol 500ml贵州茅台酒（鼓乐飞天）、53%vol 500ml陈年贵州茅台酒（15）等产品陆续上架，超过145万位消费者购买到了相关产品，成交订单超212万笔。其中，飞天53%vol 500ml贵州茅台酒的成交订单超143万笔。 此举也带动了飞天茅台批价上涨。据今日酒价数据，2026年1月1日，25年飞天原箱批发参考价为1550元/瓶；散件批发参考价为1540元/瓶。到2月12日，两者的批发参考价分别上涨至1715元/瓶和1660元/瓶。 贵州茅台此次的市场化改革能否带动白酒市场回暖呢？ 01 启动全面市场化 在陈华自2025年10月担任贵州茅台董事长后，围绕贵州茅台的市场化改革酒逐步开始进行。 在同月召开的茅台集团党委（扩大）会议，陈华就表示，要主动维护渠道生态韧性，持续构建完善的现代化市场管理体系，有力保障渠道体系的良性协同和市场的总体平稳。 两个月后，2026年贵州茅台酒全国经销商联谊会召开，其主题为“坚持以消费者为中心，全面推进茅台酒营销市场化转型”。 贵州茅台副总经理张旭在《贵州茅台酒2025年度市场报告》中指出， 2026年，茅台将紧紧围绕“市场化”转型和高质量发展主线，动态统筹产品投放量与市场需求适配，全力维护投放结构与产品定位适配，通过进一步明确各系列产品的差异化定位，让消费者对各类产品认知更明确、消费更旺盛。 针对2026年茅台市场营销工作，陈华明确表示，将“以消费者为中心、推进市场化转型”作为茅台酒2026年市场营销工作的首要任务来抓，目的是通过一系列市场化改革措施，让消费者能够公平、快捷、保真地买到茅台酒。 值得一提的是，在此次经销商大会上，贵州茅台宣布取消分销。资料显示，以往茅台的渠道体系由“直营+经销+分销”三部分组成，包括茅台的直营渠道“i茅台”，以及茅台直接授权的一级经销商（有年度固...

Brunswick ( BC ) declared $0.44/share quarterly dividend , 2.3% increase from prior dividend of $0.43. Forward yield 2.03% Payable March 13; for shareholders of record Feb. 23; ex-div Feb. 23. See BC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Brunswick Brunswick: Economic Woes Justify Caution (Downgrade) Brunswick: Fundamentals Are Getting Better, But Expectations Have Gone Up Brunswick: There's Upside From A Volatile Recovery (Rating Upgrade) Bottom 10 mid-cap stocks with lowest dividend safety grade Brunswick anticipates $5.6B–$5.8B revenue and $3.80–$4.40 EPS in 2026 as market conditions stabilize

专题：聚焦美股2025年第四季度财报 网络设备供应商 思科 系统（CSCO）周三公布，经调整后的季度毛利率低于市场预期，原因是该公司正受到全球存储芯片价格上涨的冲击，这导致其股价在周四盘前交易中下跌 7%。 OpenAI、 Alphabet、 微软 等美国科技企业对人工智能基础设施的快速建设，消耗了全球大量存储芯片供应。芯片厂商优先为高毛利的数据中心供应组件，而非消费电子设备，从而推高了芯片价格。 思科为运行 AI 应用的数据中心提供关键的高速网络基础设施，包括搭载多种存储芯片的交换机和路由器。 Direxion 资本市场主管杰克・贝汉表示：“本季度思科需求强劲、收入加速增长，这些都是明显利好，但毛利率受压确实让这份财报打了折扣。思科将积压订单转化为实际收入的速度，将是今年下半年的关键关注点。” 根据伦敦证券交易所集团（LSEG）数据，这家网络设备制造商第二季度经调整毛利率为 67.5% ，低于分析师平均预期的 68.14% 。 思科首席执行官查克・罗宾斯在与投资者的电话会议中表示，针对近期存储芯片涨价，思科已上调自身产品价格，并正在修改与合作伙伴及客户的合同条款。 该股在 2025 年大涨 30% 后，今年迄今已上涨超 11%，因华尔街押注其数据中心网络产品将从 AI 领域的强劲支出中显著受益。 罗宾斯补充称：“鉴于我们 Silicon One 系统和光模块需求旺盛，我们预计 2026 财年来自超大规模云厂商的 AI 订单将超过 50 亿美元，并确认超过 30 亿美元的 AI 基础设施收入。” 思科目前预计 2026 财年营收在 612 亿至 617 亿美元 之间，此前预期为 602 亿至 610 亿美元 。 截至 1 月 24 日的季度，公司总营收为 153.5 亿美元 ，高于分析师平均预期的 151.2 亿美元 。 责任编辑：郭明煜

新春前夕，记者从脑虎科技获悉，其首位植入“全植入、全无线、全功能”脑机接口的临床患者，通过最新技术迭代，已能独立完成置办年货、书写“福”字、发送红包等日常活动。据悉，该患者因高位截瘫已卧床八年，借助脑虎科技构建的开放生态，其可通过脑控平板浏览购物平台、为家人选购新年衣物、为母亲订购鲜花，通过脑控绘画软件书写“福”字，还能以意念操控手机，在微信群发送新年红包与祝福。（上证报）