财联社2月9日讯（编辑 赵昊） 谷歌前CEO埃里克·施密特（Eric Schmidt）去年刚创立的数据中心开发企业Bolt Data and Energy，正在洽谈一项协议，以便启动其在得州西部建设的大型数据中心项目。 两位直接了解谈判情况的知情人士透露，施密特的公司正在与他的前东家谷歌进行谈判。其中一位人士称，谷歌正在考虑承诺250兆瓦的用电容量。 另一位人士则表示，由于谈判仍在进行中，现在谈论潜在交易的具体规模还为时尚早。谷歌去年曾宣布，计划到2027年在得州建设价值400亿美元的云计算和AI基础设施。 分析认为，这笔潜在交易凸显出大型科技公司正争相锁定AI所需的电力、土地和实体基础设施，尽管相关成本和财务风险正在上升。 去年12月，Bolt完成首轮融资，筹集了1.5亿美元，其中 Texas Pacific Land Corporation（TPL） 出资5000万美元。（TPL拥有得州西部大量土地） 根据协议，Bolt将在TPL持有的土地上开发数据中心。当时的新闻稿写道，“Bolt正积极寻求商业合作伙伴和主要客户，以在TPL的土地上开发大型数据中心。” 演示文件显示，Bolt的开发计划将从250兆瓦的首期设施启动，随后以每次增加250–500兆瓦的节奏扩张，最终打造一个5吉瓦级的超级园区。 文件还指出，TPL的土地资源将为Bolt提供充足的电力和冷却用水——随着全美数据中心建设热潮兴起，这两项资源正变得日益紧张。 当下，美国得州正成为多项大型AI基础设施项目的热门目标地之一，由得州前州长里克·佩里联合创立的美股上市公司Fermi也计划在阿马里洛建设11吉瓦的园区。 不过，亚马逊去年曾传出撤回对Fermi承诺的1.5亿美元预付款，这一消息导致后者股价腰斩。但Fermi CEO后来表示，双方仍在继续洽谈入驻合作。 与此同时，为甲骨文和OpenAI提供380亿美元贷款的大型银行，也难以将这些巨额贷款分销给其他银行和投资者，部分原因在于市场担心甲骨文因AI巨额投入而信用承压。 今年以来，科技巨头掀起创纪录的AI投资浪潮。本月早些时候，谷歌母公司Alphabet在财报中披露，预计2026年资本支出将在1750至1850亿美元之间，几乎是2025年的两倍。 亚马逊也在上周财报中表示，仅今年一年就将投入2000亿美元。

财联社2月10日讯，今日60股涨停，8股炸板，封板率为88%，横店影视9天7板，百川股份10天7板，荣信文化20cm 2连板，皇庭国际4天3板。市场全天窄幅震荡，三大指数涨跌不一，科创50指数涨近1%。沪深两市成交额2.11万亿，较上一个交易日缩量1439亿。盘面上，全市场超3100只个股下跌。从板块来看，影视、传媒、算力硬件等方向领涨；商业航天、光伏、大消费板块领跌。截至收盘，沪指涨0.13%，深成指涨0.02%，创业板指跌0.37%。 人气及连板股分析 连板晋级率降至7%，连板高度降至3连板的百川股份，高位股亏钱效应再度加剧，此前5连板高标韩建河山以及7天6板的名雕股份双双触及跌停。趋势抱团方向再度占据绝对上风，股权转让概念人气股嘉美包装强势涨停续创历史新高。此外算力硬件、燃气轮机等硬件出海方向大批成分股也迭创历史新高。不过鉴于近期二进三连板个股的失败率高企，且其中多以趋势抱团后的加速向上为主，因此例如今日AI应用端的全面横向扩散并不利于其走出强持续性，反而需警惕一批后排股明日遭遇淘汰风险。 主线热点 字节跳动旗下最新视频生成模型Seedance 2.0在即梦、豆包、小云雀等产品开启内测，引发国内国外广泛关注。与此同时，2026年春节档开启电影新片预售，截至发稿，新片预售总票房已突破1亿元。在多重消息面刺激下，荣信文化、兆驰股份、欢瑞世纪、捷成股份等多只Seedance概念股实现连板晋级，进而引爆影视、游戏等文化传媒类个股掀起涨停潮，影视板块人气股横店影视走出9天7板，续创历史新高，影视龙头股光线传媒录得20厘米涨停。此外受益Seedance 2.0紧急优化，暂停真人人脸上传，版权以及内容审查等AI应用端细分也迎来补涨，但与影视、短剧等人气核心细分的强度相比仍相去甚远。因此在今日整个文化传媒板块迎来无差别拉升后，反而不利于明日增量资金的承接，需关注板块内几只前排核心分歧之际引发的跟风品种的淘汰风险。 字节跳动旗下AI应用豆包宣布，“豆包过年”新春活动正式开启。此外Seedance2.0爆火出圈，对算力形成巨大需求。算力租赁概念热度不减，大位科技缩量一字涨停晋级2连板，亚康股份、美利云、航锦科技封涨停，浙数文化、数据港午后也一度逼近涨停。不过此前市场热捧的CDN方向表现相对承压，盘中一度涨超6%刷新阶段高点的网宿科技午后回落转跌，可见当前整个算力产业链的聚焦核心仍...

财联社2月10日讯（编辑 李响） 今日，债市窄幅震荡，10年期国债收益率再次探至1.8%下方，市场成交情绪不强，国债期货也表现分化，在资金持券过节的情绪偏浓下，债市预计仍围绕关键点位附近小幅震荡。 具体来看，国债期货收盘表现分化，30年期主力合约涨0.01%报112.680元，10年期主力合约涨0.01%报108.485元，5年期主力合约持平于106.015元，2年期主力合约持平于102.482元。 银行间主要利率债收益率窄幅波动，截至下午16:30，10年期国债活跃券250016收益率下行0.4bp报1.796%，30年期国债活跃券2500006收益率持平报2.227%，10年期国开活跃券250215收益率上行0.1bp报1.922%。 （数据来源：Wind，财联社整理） 一级市场方面： 业内人士指出，10年国债下破1.8%关口，存在一部分资金抢跑3月份的降息预期。不过，今天资金面有所收敛，再加上突破关键位置之后资金短期博弈意愿下降，今日再次窄幅震荡，不过目前来看资金持券过节的需求较强，仍可重点关注信用债为主的短债/中短债的假期票息收益，相对更具确定性一些。 公开市场方面，央行公告称，2月10日以固定利率、数量招标方式开展了3114亿元7天期逆回购操作，操作利率1.40%，投标量3114亿元，中标量3114亿元。Wind数据显示，当日1055亿元逆回购到期，据此计算，单日净投放2059亿元。 财政部、中国人民银行于2月10日以利率招标、单一价位中标方式进行了2026年中央国库现金管理商业银行定期存款（二期）招投标，中标总量1500亿元，中标利率1.73%，起息日2月10日，到期日3月10日。Wind数据显示，2月25日将有1500亿元1个月期国库现金定存到期，上次开展1个月期国库现金定存操作是在1月28日，中标利率1.73%。 资金面方面，Shibor短端品种集体上行。隔夜品种上行9.2BP报1.362%；7天期上行2.6BP报1.531%；14天期上行2.0BP报1.604%；1个月期上行0.1BP报1.551%。 银行间回购定盘利率多数上涨。FR001涨10.0个基点报1.49%；FR007持平报1.6%；FR014涨4.0个基点报1.64%。 银银间回购定盘利率表现分化。FDR001涨10.0个基点报1.37%；FDR007跌2.64个基点报1.5236%；...

ABN AMRO Bank N.V. boosted its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 26.3% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 754,111 shares of the semiconductor manufacturer's stock after purchasing an additional 156,965 shares during the period. Broadcom comprises 2.4% of ABN AMRO Bank N.V.'s holdings, making the stock its 11th largest position. ABN AMRO Bank N.V.'s holdings in Broadcom were worth $247,621,000 at the end of the most recent quarter. A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. grew its stake in Broadcom by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer's stock valued at $133,261,046,000 after buying an additional 6,222,802 shares during the last quarter. State Street Corp grew its position in shares of Broadcom by 0.5% in the second quarter. State Street Corp now owns 185,276,987 shares of the semiconductor manufacturer's stock valued at $51,071,601,000 after purchasing an additional 873,963 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of Broadcom by 2.1% during the second quarter. Geode Capital Management LLC now owns 108,610,718 shares of the semiconductor manufacturer's stock worth $29,827,649,000 after purchasing an additional 2,226,585 shares during the period. Norges Bank acquired a new stake in Broadcom during the 2nd quarter worth approximately $18,579,549,000. Finally, Invesco Ltd. boosted its stake in Broadcom by 8.4% in the 2nd quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer's stock valued at $10,598,641,000 after purchasing an additional 2,978,768 shares during the period. Institutional investors own 76.43% of the company's stock. Get Broadcom alerts: Sign Up Key Stories Impacting Broadcom Here are the key news stories impacting Broadcom this week: Broadcom S...

John G Ullman & Associates Inc. cut its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 6.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 81,921 shares of the semiconductor manufacturer's stock after selling 5,594 shares during the period. Broadcom makes up 3.6% of John G Ullman & Associates Inc.'s investment portfolio, making the stock its 4th biggest holding. John G Ullman & Associates Inc.'s holdings in Broadcom were worth $27,027,000 as of its most recent filing with the Securities & Exchange Commission. Get Broadcom alerts: Sign Up A number of other hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its holdings in shares of Broadcom by 1.3% in the second quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer's stock valued at $133,261,046,000 after acquiring an additional 6,222,802 shares in the last quarter. State Street Corp boosted its holdings in Broadcom by 0.5% in the 2nd quarter. State Street Corp now owns 185,276,987 shares of the semiconductor manufacturer's stock valued at $51,071,601,000 after purchasing an additional 873,963 shares in the last quarter. Geode Capital Management LLC boosted its holdings in Broadcom by 2.1% in the 2nd quarter. Geode Capital Management LLC now owns 108,610,718 shares of the semiconductor manufacturer's stock valued at $29,827,649,000 after purchasing an additional 2,226,585 shares in the last quarter. Norges Bank purchased a new stake in Broadcom in the 2nd quarter valued at approximately $18,579,549,000. Finally, Invesco Ltd. increased its position in Broadcom by 8.4% during the 2nd quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer's stock worth $10,598,641,000 after purchasing an additional 2,978,768 shares during the period. 76.43% of the stock is owned by institutional investors and hedge funds. Broa...

Capital Investment Advisory Services LLC raised its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 5.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 47,729 shares of the semiconductor manufacturer's stock after buying an additional 2,417 shares during the period. Broadcom comprises about 1.2% of Capital Investment Advisory Services LLC's holdings, making the stock its 12th largest position. Capital Investment Advisory Services LLC's holdings in Broadcom were worth $15,746,000 at the end of the most recent quarter. Get Broadcom alerts: Sign Up A number of other hedge funds have also recently made changes to their positions in AVGO. Financial & Tax Architects LLC raised its holdings in shares of Broadcom by 7.0% in the 3rd quarter. Financial & Tax Architects LLC now owns 7,369 shares of the semiconductor manufacturer's stock worth $2,431,000 after acquiring an additional 482 shares during the last quarter. MONECO Advisors LLC increased its holdings in Broadcom by 5.7% during the 3rd quarter. MONECO Advisors LLC now owns 17,036 shares of the semiconductor manufacturer's stock worth $5,621,000 after purchasing an additional 915 shares in the last quarter. Sentry Investment Management LLC raised its stake in shares of Broadcom by 1.4% in the third quarter. Sentry Investment Management LLC now owns 12,401 shares of the semiconductor manufacturer's stock worth $4,285,000 after purchasing an additional 169 shares during the last quarter. Providence Wealth Advisors LLC raised its stake in shares of Broadcom by 0.4% in the third quarter. Providence Wealth Advisors LLC now owns 22,292 shares of the semiconductor manufacturer's stock worth $7,354,000 after purchasing an additional 90 shares during the last quarter. Finally, Black Diamond Financial LLC lifted its holdings in shares of Broadcom by 3.2% in the third quarter. Black Diamond Financial LLC now owns 1,008 shares...

HighPoint Advisor Group LLC Acquires 1,646 Shares of Broadcom Inc. $AVGO MarketBeat

Lipid metabolism has been implicated in the pathogenesis of age-related macular degeneration (AMD). Epidemiologic studies have linked circulating lipid levels to AMD risk, including associations with serum low-density lipoprotein cholesterol [1], while differences in statin intensity have been associated with variation in AMD risk [2] Mechanistic and genetic studies further support a role for cholesterol transport and lipid handling pathways in AMD development [3]. Proprotein convertase subtilisin/kexin type 9 (PCSK9) inhibitors produce substantial reductions in circulating cholesterol and may influence retinal lipid homeostasis through mechanisms distinct from statins [4]. These agents therefore represent a biologically plausible comparator for evaluating lipid-related effects on AMD risk.

当酒店行业仍在“效率至上”的轨道上竞速，亚朵却做了一件看似逆行的事：将运营成熟的产品线“见野”，独立为一个全新品牌。 当酒店行业仍在“效率至上”的轨道上竞速，亚朵却做了一件看似逆行的事：将运营成熟的产品线“见野”，独立为一个全新品牌。 这绝非简单的品牌延伸。它试图回答一个尖锐的问题：在极致追求坪效的时代，由“内心安静的力量”所生成的情绪价值能否成为一种可量化、可持续的商业价值？这标志着亚朵增长逻辑的根本切换——从空间的“物理复制”，转向用户心智的“精神复利”。 此次源于怒江畔的品牌升维，正是亚朵新战略“中国体验，品牌领航”的关键落子。其意义已超越自身，成为观察中国服务业价值转向的一个关键样本：当体验经济进入深水区，真正的差异化，始于对“人”的内在需求的系统回应。 回望原点：一场关于“价值”的主动选择 在一个普遍认为“规模即壁垒”的行业中，主动拆分已成熟且成功的高阶产品线，需要极大的战略定力。质疑随之而来：这会不会稀释主品牌价值？是否为独立而独立的“伪需求”创造？亚朵的答案，就藏在最初的起点里。 云南怒江，中缅边境，一个名为“亚朵”的小村庄静卧于峡谷之间。这里的经济并不富足，但在亚朵集团创始人耶律胤看来，这里“人与人之间诚实、信任、心存善意常怀幸福”。2012年，偶然踏足于此的他，感受到了内心极强的安定感。那一刻的感受如同种子落地：“这种安定的力量是我们今天浮躁的社会所需要的。” 这粒种子，生长成了亚朵酒店。从最初“给人安静的力量”的朴素初心，到确立“中国体验”的品牌内核，亚朵逐步完成了从市场新军到行业引领者的蜕变。2023年，在亚朵十周年之际，集团发布了“中国体验，两千好店”的三年战略；至2025年末，随着云南香格里拉月光广场亚朵酒店作为第2000家门店启幕，这一战略目标已圆满达成，标志着亚朵在规模与品牌层面双双迈入新阶段。 然而，当规模达到一定高度，增长的引擎就必须跟随市场需求的变化及时切换。 迈点研究院数据显示，全国中高端酒店品牌已连续五年保持两位数高速增长，在新开业酒店中占比超过70%。在亚朵集团创始人耶律胤看来，中高端的价格带是所有市场里最重要的，也无法逾越。但在此区间内，当主品牌已成功覆盖广泛客群之后，一个新的挑战随之浮现：如何满足那些追求更极致、更个性化体验的细分市场需求？ 常规的做法或许是推出“白金版”或“臻选线”，在既有框架内做增量升级。但亚朵选择了...

中芯國際(688981.SH)：2025年第四季度歸母淨利潤12.23億元 同比增長23.2% AASTOCKS.com

中芯國際(688981.SH)：2025年第四季度歸母淨利潤12.23億元 同比增長23.2% AASTOCKS.com

林洋能源公告，2026年2月10日，公司通过集中竞价方式首次回购股份数量为835.18万股，占公司总股本的比例为0.41%，成交的最高价为6.32元/股，成交的最低价为6.2元/股，支付的总金额为5232.51万元（不含交易费用）。

Investors may have overreacted to slightly negative news in AMD's latest earnings report. Experienced traders know that stocks often face irrational levels of negativity over mildly disappointing news. This was the case for Advanced Micro Devices (AMD 1.04%) following its fourth-quarter report. After management gave slightly lower revenue guidance than some in the market expected, the stock fell 17% on Feb. 4 -- the day after the announcement -- and continued its slide in the Feb. 5 trading session. Fortunately, such sell-offs can also draw the interest of bargain hunters. The chip stock has already rebounded a bit from that slump, and once more investors take the time to put AMD's earnings report into perspective, it could more than recover. AMD after earnings Objectively speaking, AMD's Q4 and 2025 numbers were solid. For the year, revenue rose 34% to $34.6 billion. This growth came primarily from its data center and client and gaming segments; its embedded business expanded at a more modest rate. Additionally, its costs and expenses grew more slowly than revenue, and AMD also received an income tax benefit. The performance of its investments helped boost its net income to $4.3 billion, far above the $1.6 billion earned in 2024. Despite those improvements, AMD guided for Q1 revenue ranging from $9.5 billion to $10.1 billion. But some analysts had been predicting even stronger results, and that may have prompted the sell-off. Also, valuations appear high, as the P/E ratio is 76 despite the recent selling. Expand NASDAQ : AMD Advanced Micro Devices Today's Change ( -1.04 %) $ -2.24 Current Price $ 213.76 Key Data Points Market Cap $352B Day's Range $ 213.16 - $ 219.37 52wk Range $ 76.48 - $ 267.08 Volume 909K Avg Vol 40M Gross Margin 45.99 % Why AMD could recover quickly However, the chipmaker's forward P/E ratio of around 32 is fairly close to the average for the S&P 500 (^GSPC 0.33%), and its growth is not on track to slow significantly. Indeed, if it hits the $9....

阿斯利康今年预计还将公布超过20项三期试验结果，且还有100多项三期临床试验正在进行中，包括多种创新技术疗法。 2月10日，阿斯利康公布2025年第四季度及全年财报。2025年，阿斯利康全球总营收达587.39亿美元，同比增长8%，其中阿斯利康中国2025年总营收达66.54亿美元，同比增长4%，占总收入比约11%，生物制药、肿瘤、罕见病三大业务领域均实现增长。 阿斯利康预测，2026年利润和销售将继续增长，这主要得益于癌症治疗和新药的需求。去年第四季度，阿斯利康肿瘤药业务增长20%至70.3亿美元，但心血管业务受仿制药竞争影响下跌6%至30.5亿美元。 阿斯利康CEO苏博科（Pascal Soriot）表示，2025年，阿斯利康宣布了16项积极的三期研究结果，目前共有16种畅销药物。他还表示，公司今年预计还将公布超过20项三期试验结果，且还有100多项三期临床试验正在进行中，包括多种创新技术疗法。 阿斯利康的目标是到2030年，年度销售额达到800亿美元，这一目标的实现将通过开发新药物和进行投资来实现。公司计划到2030年推出20款全球创新药。 为此，阿斯利康正在推动在美国和中国的扩张。上个月，阿斯利康宣布从现在到2030年将在中国投资超1000亿元人民币，以扩大在药品生产与研发领域的布局。这也是阿斯利康史上最大规模对华投资计划。 过去几年来，阿斯利康不断加大与中国领先生物技术公司的合作，并通过与西比曼、石药集团、和铂医药、加科思以及元思生肽等将中国创新成果带向全球。 本月早些时候，阿斯利康还宣布与中国制药公司石药集团达成合作，潜在交易金额高达185亿美元。这项合作涉及包括减重疗法在内的八款创新长效多肽药物。 阿斯利康近期还调整了上市架构，普通股于2月2日在纽约证券交易所开始交易。

Macron warns of renewed friction with US, urges EU to use 'Greenland moment' to push reforms Reuters

Anson_iStock/iStock via Getty Images Introduction The last time I covered Patria Investments ( PAX ), I highlighted their strong growth and solid execution on their plan, with recent deals strengthening their AUM, reiterating their Buy rating. After a solid quarter and year, I believe PAX remains a Buy, backed by their reiterated guidance and potential to benefit from several solid macro tailwinds while the current valuation still implies a significant discount and margin of safety. Internal Developments Patria Investments IR Patria’s Q4 result was solid overall, with their Non-GAAP EPS beating the market’s expectations despite the fee revenue missing, continuing the company’s track record of strong growth. The company delivered a 6% increase in Distributable Earnings (only 6% due to weaker realized performance fees), reaching $200.9 million (well above my conservative estimate of $175, as Q4 is when a big influx of realized performance fees comes), which is a very solid amount for a market cap of $2.26 billion, especially when we consider the company’s growth targets. Patria Investments IR Meanwhile, the company grew their Fee Earning AUM by a whopping 24%, while their fee-related earnings reached $203 million, up 19% YoY and reaching their $200+ million objectives, with the management reiterating that they're still on track to achieve and hopefully exceed their 3-year objectives, meaning they expect their fee-related earnings per share to grow by ~15% in 2026 and ~14.86% in 2027 based on the midpoint of their previously-announced guidance, with the CEO mentioning the following guidance during their Q4 Earnings Call : (...) our FRE for 2026 for this year is $225 million to $245 million with a midrange, of course, of $235 million. And for 2027, $260 million to $290 million with a midrange to $275 million. They also declared another dividend of $0.15 for this quarter while recently increasing their buybacks authorization by an extra 3 million shares, meaning an addit...

格隆汇2月10日｜安森美半导体(ON.US)盘前跌4.8%，报62美元。消息面上，安森美半导体去年第四季度营收同比下滑11%至约15.3亿美元，略好于分析师预期的约15.2亿美元；调整后每股收益为0.64美元，远低于上年同期的约0.95美元，仍超过分析师预期的0.62美元。期内，电源解决方案部门、智能传感部门、模拟和混合信号部门收入分别下滑11%、17%和9%。展望第一季度，安森美预计营收将在14.4亿至15.4亿美元之间，中间值低于分析师预期的15.1亿美元。(格隆汇)

KT press release ( KT ): Q4 Revenue of KRW 6.84B (+4.0% Y/Y). More on KT KT Corporation 2025 Q4 - Results - Earnings Call Presentation KT Corporation (KT) Q4 2025 Earnings Call Transcript KT Corporation's Business Improves, But Security Breach Counsels Caution (Rating Upgrade) Seeking Alpha’s Quant Rating on KT Historical earnings data for KT

格隆汇2月10日｜民政部等10部门联合发布关于进一步加强养老机构安全管理的意见。其中提出，到2026年底，深入排查整治养老机构存量安全风险隐患，推动安全风险隐患动态清零。到2027年底，因地制宜加强人防、物防、技防，养老机构本质安全水平明显提升。到2028年底，养老机构安全管理长效机制进一步巩固完善，安全形势持续稳定向好。督促指导养老机构全面清理整治违规使用易燃可燃夹芯彩钢板、消防设施停用失效、老年人居室使用非不燃性实体墙分隔等问题，使用通过强制性认证的电气线路、插座等，有效消除火灾隐患。

Kak Iki/iStock via Getty Images DraftKings ( DKNG ) will be releasing Q4 earnings in a few days. A growing business that generates free cash flow, it's put itself in a tricky situation of facing competition, repurchasing its shares, and managing debt. It's a mixed bag that I feel isn't worth a Buy ahead of the next report. Business Model DraftKings, through its subsidiaries, operates an online casino with a focus on sports betting. I emphasize the "casino" aspect of this because most of the revenue is not a simple consequence of "having a platform." DraftKings takes on a risk-bearing role, much like the house in a game of blackjack or roulette. The primary contributors to net revenues are the following two segments: Sportsbook: (Sports casino) iGaming: (Traditional casino games) Net Revenue Breakdown (Q3 2025 Form 10Q) iGaming is easier to understand initially. Most know that traditional casino games against the house give a slight statistical edge to the house. Betting on black doubles your money, but it's always less than a 50% chance to win. Volume gives a casino a predictable source of revenue, despite the randomness of individual bets. As traditional casino games have mathematical variables that haven't changed for years, it's just a matter of scaling and minimizing overhead. Sportsbook is trickier. It mimics the same approach, but sports events are naturally more variable. No two sports events are ever identical, but DraftKings must still price in an advantage. The "handle" is the gross amount collected in bets, and their "hold" or net revenue is what they keep after making payments to winners. As long as they "underwrite" bets correctly, this should also scale profitably, much like a traditional casino. Growth of Hold % (Q3 2025 Earnings Presentation) As Sportsbook has grown, the net revenue margin of their hold has improved, showing that they can execute on what is necessarily a tougher casino event to house. A small portion of revenue also comes from peer-t...

Dillon & Associates Inc. cut its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 257,384 shares of the iPhone maker's stock after selling 7,547 shares during the quarter. Apple accounts for approximately 8.4% of Dillon & Associates Inc.'s investment portfolio, making the stock its 2nd largest position. Dillon & Associates Inc.'s holdings in Apple were worth $65,633,000 at the end of the most recent quarter. A number of other institutional investors and hedge funds have also made changes to their positions in AAPL. ROSS JOHNSON & Associates LLC increased its stake in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after buying an additional 180 shares during the period. Nexus Investment Management ULC grew its stake in Apple by 333.3% in the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock worth $53,000 after acquiring an additional 200 shares in the last quarter. LSV Asset Management purchased a new position in shares of Apple during the fourth quarter worth approximately $65,000. Morgan Dempsey Capital Management LLC raised its stake in shares of Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock valued at $88,000 after acquiring an additional 125 shares in the last quarter. Finally, HFM Investment Advisors LLC bought a new position in Apple in the first quarter worth approximately $99,000. 67.73% of the stock is owned by hedge funds and other institutional investors. Get Apple alerts: Sign Up Wall Street Analysts Forecast Growth Several research firms recently weighed in on AAPL. Citigroup restated a "buy" rating and issued a $315.00 price objective (down from $330.00) on shares of Apple in a report on Tuesday, January 20th. Wells F...

Wealthfront Advisers LLC boosted its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 3.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 394,126 shares of the electric vehicle producer's stock after purchasing an additional 14,864 shares during the quarter. Wealthfront Advisers LLC's holdings in Tesla were worth $175,276,000 at the end of the most recent quarter. Several other hedge funds and other institutional investors also recently bought and sold shares of TSLA. Narwhal Capital Management increased its stake in Tesla by 32.8% in the third quarter. Narwhal Capital Management now owns 9,516 shares of the electric vehicle producer's stock valued at $4,232,000 after purchasing an additional 2,350 shares during the last quarter. Norges Bank acquired a new stake in Tesla in the 2nd quarter worth about $11,839,824,000. Police & Firemen s Retirement System of New Jersey grew its holdings in Tesla by 5.6% in the 2nd quarter. Police & Firemen s Retirement System of New Jersey now owns 427,150 shares of the electric vehicle producer's stock valued at $135,688,000 after buying an additional 22,607 shares during the period. AustralianSuper Pty Ltd increased its stake in shares of Tesla by 1,823.0% during the 2nd quarter. AustralianSuper Pty Ltd now owns 68,325 shares of the electric vehicle producer's stock valued at $21,704,000 after acquiring an additional 64,772 shares during the last quarter. Finally, Nations Financial Group Inc. IA ADV lifted its holdings in shares of Tesla by 20.0% during the 3rd quarter. Nations Financial Group Inc. IA ADV now owns 16,565 shares of the electric vehicle producer's stock worth $7,367,000 after acquiring an additional 2,765 shares during the period. 66.20% of the stock is owned by hedge funds and other institutional investors. Get Tesla alerts: Sign Up Key Stories Impacting Tesla Here are the key news stories impacting Tesla this week: T...

格隆汇2月10日丨据蓝鲸科技，AI会议纪要工具Plaud将推出桌面端应用，支持智能捕捉飞书、钉钉、腾讯会议等主流会议软件的记录，并打通Plaud App和Web端。用户可在桌面端直接进行文字、按键及图片标注与记录，所有内容自动上传至云端，无需像此前移动端一样必须连接Plaud硬件设备。

Country Trust Bank lowered its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 12.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 662,971 shares of the iPhone maker's stock after selling 91,588 shares during the quarter. Apple accounts for about 3.7% of Country Trust Bank's holdings, making the stock its 7th largest position. Country Trust Bank's holdings in Apple were worth $168,812,000 at the end of the most recent reporting period. Get Apple alerts: Sign Up A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in AAPL. ROSS JOHNSON & Associates LLC increased its stake in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after acquiring an additional 180 shares during the last quarter. Nexus Investment Management ULC raised its stake in shares of Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock worth $53,000 after purchasing an additional 200 shares in the last quarter. LSV Asset Management acquired a new stake in shares of Apple during the 4th quarter valued at about $65,000. Morgan Dempsey Capital Management LLC grew its stake in shares of Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock valued at $88,000 after buying an additional 125 shares in the last quarter. Finally, HFM Investment Advisors LLC acquired a new position in Apple in the first quarter worth approximately $99,000. Institutional investors and hedge funds own 67.73% of the company's stock. Key Apple News Here are the key news stories impacting Apple this week: Apple Stock Performance Shares of NASDAQ AAPL opened at $274.62 on Tuesday. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $2...

美国总统唐纳德・特朗普于 2 月 9 日（周一）威胁称，将禁止耗资 46 亿美元、连接美国底特律与加拿大安大略省温莎市的新桥开通，这是其就贸易问题对加拿大发起的又一轮强硬施压。 特朗普给出的理由包括加拿大拥有戈迪・豪国际大桥的所有权、加拿大商店拒绝上架部分美国酒类饮品、加拿大对乳制品征收关税以及加拿大正与中国进行贸易谈判等。 特朗普在社交媒体上表示：“除非美国就我们给予加拿大的所有帮助获得充分补偿，更重要的是，加拿大能以我们应得的公平与尊重对待美国，否则我不会允许这座大桥开通。我们将立即启动谈判。鉴于我们为他们付出了这么多，我们或许至少应该拥有这项资产的一半所有权。” 2012 年，密歇根州时任州长里克・斯奈德接受了加拿大政府提出的为戈迪・豪新桥承担大部分建设费用的提议，并采取了非同寻常的举措，运用行政权力绕开州议会推进项目。该桥于 2018 年开工建设，目前已接近完工。 美国国土安全部于 1 月 30 日发布一项规定，宣布该桥为官方入境口岸。 加拿大驻华盛顿大使馆、密歇根州州长格雷琴・惠特默办公室以及大桥管理局均未立即对此事作出回应。 密歇根州民主党参议员埃莉莎・斯洛特金称：“取消这一项目将引发严重后果，密歇根州企业成本上升、供应链安全性降低，最终还会导致就业岗位减少。” 她还补充道，特朗普是在 “因自己发起的贸易战而惩罚密歇根州民众。加拿大即将与中国达成贸易协议的唯一原因，是特朗普总统一年来对其肆意打压”。 2023 年，底特律是美国货运贸易额第二大港口，同时也是美加边境贸易额最大的港口，通过商用卡车运输的贸易额达 1260 亿美元。 这座新桥将缓解大使桥的货车通行压力。温莎大学的一项研究显示，戈迪・豪大桥能将跨境通行时间缩短 20 分钟，30 年内可为货车司机节省 23 亿美元成本。 特朗普在第二任期内多次对加拿大发出威胁，并大幅提高了对这个美国北部邻国的关税。上个月，他表示若加拿大与中国达成贸易协议，将对加拿大征收 100% 的关税。 加拿大总理马克・卡尼于 1 月份访问中国，以修复两国紧张的关系，并与这个加拿大仅次于美国的第二大贸易伙伴达成了贸易协议。 特朗普还于 1 月份称，美国将取消对庞巴迪环球快车公务机的认证，并威胁对所有加拿大制造的飞机征收 50% 的进口关税，直至渥太华方面为美国竞争对手湾流航空生产的部分飞机完成认证。不过，特朗普政府目前尚未对加...

中芯國際(00981.HK)：2025年四季度銷售收入24.89億美元 環比增長4.5% 富途牛牛

格隆汇2月10日｜据快科技，近日，字节跳动AI视频生成模型Seedance2.0开启灰度测试。该模型支持文本、图片、视频、音频素材输入，可以完成自分镜和自运镜，镜头移动后人物特征能够保持一致。Seedance2.0可精准还原参考图的画面构图、角色细节，可以复刻参考视频的镜头语言、复杂的动作节奏和创意特效。同时， Seedance2.0的编辑能力同步增强，支持对已有视频进行角色更替、删减、增加。 一位7年数字电影制作的网友在体验后称，这个模型是唯一一个让他感到害怕的模型，电影行业的所有岗位几乎都要消失了。同时，其90%所学习到的技能，Seedance2.0都能实现。资本市场方面，Seedance 概念持续走强，Seedance概念延续强势。 近日，《黑神话·悟空》制作人、游戏科学CEO冯骥发长文谈Seedance2.0。他对Seedance2.0评价称：“AI理解多模态信息并整合的能力完成了一次飞跃，令人惊叹。”同时，他还呼吁有条件的朋友都去亲自试试，一旦试过，必会对何为“领先”与“全能”，有更直观的感受。