格隆汇2月10日｜美股光通信股盘前延续涨势，Credo Technology大涨超17%，预计2026财年Q3营收为4.04亿-4.08亿美元，远超市场预期；Astera Labs盘前续涨超5%，康宁涨超1%。

Key Points Investors sold shares of chipmaker AMD following its fourth-quarter report last week. Its P/E ratio remains high, and its Q1 guidance came in slightly below some investors' expectations. The growth thesis that management outlined last fall appears to remain intact. 10 stocks we like better than Advanced Micro Devices › Experienced traders know that stocks often face irrational levels of negativity over mildly disappointing news. This was the case for Advanced Micro Devices (NASDAQ: AMD) 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. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » 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. Why AMD could recover quickly However, the chipmaker's...

《科创板日报》2月10日讯（记者 徐赐豪） 深耕智能制造核心赛道的浙江华睿科技股份有限公司（简称华睿科技）日前递交招股书，拟登陆港股市场。 华睿科技的发展历程与大华股份深度绑定，其历史可追溯至2016年，前身为大华股份体系内的创新业务单元，依托母公司的技术积淀与资源优势逐步成长。2020年，公司完成对大华机器人AMR业务的整合，实现业务版图的重要拓展；2021年，公司正式改制为股份有限公司并完成更名，开启独立规范化发展新阶段。 得益于“大华系”的背书与自身业务潜力，华睿科技成立以来获得多方资本青睐，先后完成三轮增资。其中，2023年12月完成的融资中，该公司交易后估值达35.28亿元。三轮增资过程中，华睿科技引入了一众知名投资人和机构，包括零跑汽车董事长朱江明、国轩高科关联主体合肥国轩、央视融媒体产业投资基金等。 IPO前股权结构显示，大华技术作为其前身母公司，仍持有华睿科技32.58%的股份，为重要股东；中信资产管理计划、中金资产管理计划分别持股5.95%、3.52%；零跑汽车创始人朱江明持股1.1%，合肥国轩与苏州蜂云各持股1.32%，浙江龙盛、央视基金等机构也持有一定比例股份。 业务层面，华睿科技聚焦AI赋能的机器视觉与AMR产品及解决方案，核心商业逻辑是构建“AI+视觉+机器人”的协同闭环——机器视觉业务承担工业场景中的“眼睛”与“大脑”职能，负责感知、识别与决策，其产品涵盖883个标准视觉产品型号、154个AI视觉产品型号及14个3D视觉产品型号；AMR业务则作为“手”与“脚”，负责物料搬运与移动，提供潜伏型、叉取型等多类产品。 根据弗若斯特沙利文报告，按2024年工业相机销售收入计，华睿科技在全球与中国市场分别排名第五和第三；按制造业AMR产品及解决方案销售收入计，则位列全球第七、中国第三。 不过，亮眼的行业排名背后，华睿科技的业绩表现仍存在明显波动。营收方面，2023年、2024年及2025年前三季度，华睿科技分别实现收入10.50亿元、9.02亿元、8.24亿元，2024年营收同比下滑14.1%，2025年前三季度同比回升27.0%，呈现先降后升态势。 利润端波动更为显著，同期毛利分别为3.53亿元、2.57亿元、2.94亿元，毛利率对应为33.6%、28.5%及35.6%，呈现“V”型走势；期内净利分别为762.2万元、-1.52亿元及-2597....

格隆汇2月10日｜台积电董事会核准在中国台湾分多次发行无担保公司债券，总额不超过600亿新台币。

Will Chinese EV Maker Xiaomi Compete With Tesla In US? CEO Lei Jun Says 'We Have No...' Finviz

战略性收缩业务。 当国际金价经历“过山车”行情、市场情绪持续亢奋之际，国内的银行和黄金零售终端却不约而同地按下了“冷静键”。 据第一财经统计，近半年来，已有近半数具备上海黄金交易所金融类会员资质的银行，通过关闭渠道、暂停新开仓、限制买入等方式收紧代理上海黄金交易所（下称“上金所”）个人贵金属买卖业务；与此同时，菜百股份（605599.SH）、中国黄金（600916.SH）在内的多家头部金店也对黄金回购业务实施周末暂停、限额管理。 多位受访业内人士认为，此轮集体调整的直接导火索是金价剧烈波动下的风控压力陡增。银行需防范客户杠杆交易“穿仓”及纠纷升级，金店则面临在非交易日无法对冲的价格敞口风险。此外，监管强化投资者适当性管理、黄金税收新政带来的合规成本上升，也促使机构选择战略性收缩业务。 银行、金店纷纷收缩战线 金价震荡行情持续，多家银行与金店正全面收紧贵金属业务。 中国黄金、菜百股份2月初发布公告，明确在周六、周日及法定节假日等上金所非交易日期间，暂停办理贵金属回购业务。在业务办理时间内，对回购业务实施限额管理，包括但不限于单一客户单日累计回购上限、单笔回购总量上限等。 多家银行也调整了黄金业务规则。兴业银行今日在官网公告，据业务发展需要，该行将在2026年2月14日以后关闭代理上金所个人贵金属买卖业务个人网银交易渠道，柜面、手机银行等交易渠道正常开放。 拉长时间线看，邮储银行已于2025年12月底公告，自2026年1月12日起停办代理上金所个人贵金属业务；宁波银行也于2025年9月公告，自同年10月13日起停止受理个人客户现货实盘买入交易，卖出业务照常。 据第一财经不完全统计，自去年9月以来，工商银行、建设银行、中信银行等至少11家银行已陆续发布代理上金所个人贵金属业务调整公告，内容多涉及暂停新开仓交易、限制买入等操作。 根据银行相关业务说明，该项业务是指银行作为上金所金融类会员，接受个人客户委托，为其提供上金所系统内的贵金属交易、资金清算及实物交割等代理服务。上金所官网显示，其金融类会员目前共有25家商业银行，包括6家国有大行、11家股份制银行、5家城商行、1家民营银行及2家农商行。以此计算，近半年内已有接近半数的具备业务资质的银行收紧了相关交易规则。 金价大幅波动所致 为何多家银行与金店近期集中调整业务规则？在金店及银行的相关公告中，普遍提及“贵金属价格波动显著...

格隆汇2月10日｜和胜股份公告，公司全资子公司广东和胜新能源与宜宾三江新区管理委员会签署《投资协议书》。本协议经双方协商一致，广东和胜新能源拟在宜宾三江新区投资建设宜宾和胜新能源汽车高端部件二期项目，预计项目总投资8.5亿元。

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 +3.70%) 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 ( 3.70 %) $ 7.72 Current Price $ 216.16 Key Data Points Market Cap $352B Day's Range $ 204.18 - $ 217.59 52wk Range $ 76.48 - $ 267.08 Volume 1.4M 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 +0.47%), and its growth is not on track to slow significantly. Indeed, if it hits the $9....

Key Points Investors sold shares of chipmaker AMD following its fourth-quarter report last week. Its P/E ratio remains high, and its Q1 guidance came in slightly below some investors' expectations. The growth thesis that management outlined last fall appears to remain intact. 10 stocks we like better than Advanced Micro Devices › Experienced traders know that stocks often face irrational levels of negativity over mildly disappointing news. This was the case for Advanced Micro Devices (NASDAQ: AMD) 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. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » 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. Why AMD could recover quickly However, the chipmaker's...

沪深股通今日合计成交2585.63亿，其中 寒武纪 和 宁德时代 分居 沪股通 和深股通个股成交额首位。板块主力资金方面，文化传媒板块主力资金净流入居首。ETF成交方面，影视ETF（159855）成交额环比增长449%。 龙虎榜方面，20CM二连板 捷成股份 遭一线游资激烈博弈，获一家一线游资（ 国泰海通 证券上海中山东路）买入1.09亿，同时遭一家一线游资（国泰海通证券三亚迎宾路）卖出1.33亿。太空光伏人气股 协鑫集成 今日高开回落，遭两家机构卖出3.43亿，同时深股通卖出1.53亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1217.63亿，深股通总成交金额为1368亿。 从沪股通前十大成交个股来看，寒武纪位居首位； 兆易创新 和 海光信息 分居二、三位。 从深股通前十大成交个股来看，宁德时代位居首位； 阳光电源 和 天孚通信 分居二、三位。 二、板块个股主力大单资金 从板块表现来看，影视院线、短剧游戏、文化传媒等板块涨幅居前，贵金属、白酒、光伏设备等板块跌幅居前。 从主力板块资金监控数据来看，文化传媒板块主力资金净流入居首。 板块资金流出方面，电新行业主力资金净流出居首。 从个股主力资金监控数据来看，主力资金净流入前十的个股所属板块较为分散， N电科 净流入居首。 主力资金流出前十的个股所属板块较为分散，协鑫集成净流出居首。 三、ETF成交 从成交额前十的ETF来看，A500ETF基金（512050）成交额位居首位，A500ETF华泰柏瑞（563360）成交额位居次席。 从成交额环比增长前十的ETF来看，影视ETF（159855）成交额环比增长449%位居首位；游戏ETF（159869）成交额环比增长348%位居次席。 四、期指持仓 四大期指主力合约中，IH、IF、IC、IM合约多空双方均减仓，IM、IF合约多头减仓数量较多。 五、龙虎榜 1、机构 今日龙虎榜机构活跃度一般，买入方面，商业航天概念股 巨力索具 今日探底回升，盘中一度触及跌停，获三家机构买入8212万。 卖出方面，太空光伏人气股协鑫集成今日高开回落，遭两家机构卖出3.43亿，同时深股通卖出1.53亿。 2、游资 一线游资活跃度一般，20CM二连板捷成股份遭一线游资激烈博弈，获一家一线游资（国泰海通证券上海中山东路）买入1.09亿，同时遭一家一线游资（国泰海通证券三亚迎宾路）卖出1.33亿...

Carlyle Group Inc. has agreed to acquire a majority stake in India’s Nido Home Finance Ltd. for about 21 billion rupees ($232 million). Funds affiliated with Carlyle Asia Partners will buy a 45% stake in Nido from Edelweiss Financial Services Ltd. through a secondary purchase and a primary equity capital infusion of 15 billion rupees, Carlyle said in a statement Tuesday. Edelweiss shares jumped more than 10% in afternoon trading in Mumbai, the biggest intraday gain in 10 months. Nido provides home loans to customers and has branches serving more than 800 sub-districts in India. “Housing remains a critical national priority for India, and we have strong conviction in the growth potential of the housing finance industry,” Carlyle Partner and Asia Financial Services Sector Lead Sunil Kaul said. The transaction is subject to regulatory approvals. AZB & Partners was legal adviser to Edelweiss and Trilegal advised Carlyle, according to the statement.

小米集團-W(01810)2月9日斥資5272.68萬港元回購150萬股 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

文章提及标的 力王股份 -- 力王股份公告，信息披露义务人邹斌庄于2025年12月18日至2026年2月6日通过集中竞价交易累计减持公司股份38.74万股，占公司总股本0.4102%。减持后，邹斌庄合计持有公司股份比例从5.4103%减少至5.0001%。

Houlihan Financial Resource Group Ltd. lessened its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 16.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 12,196 shares of the iPhone maker's stock after selling 2,320 shares during the quarter. Apple comprises 2.7% of Houlihan Financial Resource Group Ltd.'s holdings, making the stock its 9th largest position. Houlihan Financial Resource Group Ltd.'s holdings in Apple were worth $3,105,000 at the end of the most recent reporting period. Other large investors have also recently made changes to their positions in the company. Norges Bank purchased a new stake in shares of Apple in the second quarter valued at approximately $38,942,255,000. Nuveen LLC acquired a new stake in shares of Apple in the 1st quarter worth $17,472,482,000. PKS Advisory Services LLC raised its holdings in shares of Apple by 98,917.0% during the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock worth $12,106,000 after acquiring an additional 57,898,088 shares during the period. Laurel Wealth Advisors LLC boosted its position in shares of Apple by 20,464.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock valued at $5,553,753,000 after acquiring an additional 26,937,401 shares during the last quarter. Finally, Northern Trust Corp boosted its position in shares of Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after acquiring an additional 20,079,472 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors. Get Apple alerts: Sign Up Analyst Upgrades and Downgrades Several research firms have weighed in on AAPL. Oppenheimer reiterated a "market perform" rating on shares of Apple...

Hartline Investment Corp reduced its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 65,819 shares of the software giant's stock after selling 2,339 shares during the quarter. Microsoft makes up approximately 3.5% of Hartline Investment Corp's investment portfolio, making the stock its 5th largest position. Hartline Investment Corp's holdings in Microsoft were worth $34,091,000 as of its most recent filing with the Securities & Exchange Commission. Several other institutional investors have also modified their holdings of the stock. Longfellow Investment Management Co. LLC lifted its stake in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares during the last quarter. Bayforest Capital Ltd purchased a new stake in Microsoft in the 3rd quarter valued at about $38,000. LSV Asset Management acquired a new position in Microsoft in the fourth quarter valued at about $44,000. University of Illinois Foundation acquired a new position in Microsoft in the second quarter valued at about $50,000. Finally, ROSS JOHNSON & Associates LLC boosted its stake in Microsoft by 155.7% during the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant's stock worth $59,000 after buying an additional 95 shares during the period. Hedge funds and other institutional investors own 71.13% of the company's stock. Get Microsoft alerts: Sign Up Microsoft Stock Performance Shares of MSFT opened at $414.12 on Tuesday. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The stock has a market capitalization of $3.08 trillion, a PE ratio of 25.90, a PEG ratio of 1.57 and a beta of 1.08. The company has a debt-to-equity ratio of 0.09, a...

Joel Isaacson & Co. LLC increased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 116.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 154,124 shares of the computer hardware maker's stock after acquiring an additional 82,758 shares during the quarter. NVIDIA comprises approximately 1.0% of Joel Isaacson & Co. LLC's holdings, making the stock its 19th largest holding. Joel Isaacson & Co. LLC's holdings in NVIDIA were worth $28,756,000 as of its most recent SEC filing. Other hedge funds have also recently bought and sold shares of the company. Allegiance Financial Group Advisory Services LLC grew its position in NVIDIA by 5.3% in the 3rd quarter. Allegiance Financial Group Advisory Services LLC now owns 10,493 shares of the computer hardware maker's stock worth $1,958,000 after purchasing an additional 532 shares during the last quarter. Impact Investors Inc lifted its stake in shares of NVIDIA by 55.4% in the third quarter. Impact Investors Inc now owns 21,760 shares of the computer hardware maker's stock valued at $4,060,000 after buying an additional 7,761 shares during the period. Demars Financial Group LLC grew its position in NVIDIA by 7.0% during the third quarter. Demars Financial Group LLC now owns 49,940 shares of the computer hardware maker's stock worth $9,318,000 after buying an additional 3,250 shares in the last quarter. Canopy Partners LLC increased its stake in NVIDIA by 20.3% during the third quarter. Canopy Partners LLC now owns 58,143 shares of the computer hardware maker's stock valued at $10,848,000 after acquiring an additional 9,804 shares during the period. Finally, Grey Fox Wealth Advisors LLC lifted its position in shares of NVIDIA by 0.3% in the 3rd quarter. Grey Fox Wealth Advisors LLC now owns 32,452 shares of the computer hardware maker's stock worth $6,055,000 after acquiring an additional 83 shares during the period. 65.27% of the ...

Johnson Investment Counsel Inc. boosted its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 2.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 142,462 shares of the electric vehicle producer's stock after buying an additional 2,771 shares during the quarter. Johnson Investment Counsel Inc.'s holdings in Tesla were worth $63,356,000 at the end of the most recent quarter. Several other hedge funds also recently made changes to their positions in TSLA. Vanguard Group Inc. raised its holdings in shares of Tesla by 1.8% during the second quarter. Vanguard Group Inc. now owns 251,390,681 shares of the electric vehicle producer's stock worth $79,856,764,000 after purchasing an additional 4,502,976 shares during the period. Geode Capital Management LLC grew its position in shares of Tesla by 2.0% during the 2nd quarter. Geode Capital Management LLC now owns 64,767,993 shares of the electric vehicle producer's stock valued at $20,480,477,000 after buying an additional 1,269,304 shares during the last quarter. Norges Bank acquired a new stake in Tesla during the second quarter worth about $11,839,824,000. Legal & General Group Plc lifted its holdings in Tesla by 5.9% in the second quarter. Legal & General Group Plc now owns 20,225,098 shares of the electric vehicle producer's stock worth $6,424,705,000 after acquiring an additional 1,134,678 shares during the last quarter. Finally, Amundi grew its holdings in shares of Tesla by 20.4% during the second quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock valued at $6,374,284,000 after purchasing an additional 3,422,270 shares during the last quarter. Institutional investors and hedge funds own 66.20% of the company's stock. Get Tesla alerts: Sign Up Wall Street Analyst Weigh In TSLA has been the topic of several recent research reports. iA Financial set a $300.00 price target on Tesla in a report on...

Middleton & Co. Inc. MA increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 10.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 64,852 shares of the computer hardware maker's stock after acquiring an additional 6,373 shares during the period. NVIDIA makes up 1.3% of Middleton & Co. Inc. MA's investment portfolio, making the stock its 22nd largest holding. Middleton & Co. Inc. MA's holdings in NVIDIA were worth $12,100,000 as of its most recent SEC filing. Other institutional investors and hedge funds have also made changes to their positions in the company. Norges Bank purchased a new stake in shares of NVIDIA during the second quarter valued at approximately $51,386,863,000. Laurel Wealth Advisors LLC lifted its position in NVIDIA by 15,496.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker's stock valued at $3,454,534,000 after acquiring an additional 21,725,326 shares in the last quarter. Massachusetts Financial Services Co. MA boosted its stake in NVIDIA by 25.0% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 71,720,593 shares of the computer hardware maker's stock valued at $13,381,628,000 after purchasing an additional 14,358,048 shares during the last quarter. State Street Corp increased its holdings in shares of NVIDIA by 1.0% in the 2nd quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker's stock worth $154,556,803,000 after purchasing an additional 9,554,857 shares in the last quarter. Finally, Geode Capital Management LLC raised its stake in shares of NVIDIA by 1.5% in the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker's stock worth $91,150,170,000 after purchasing an additional 8,521,936 shares during the last quarter. Institutional investors own...

Impact Investors Inc grew its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 55.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 21,760 shares of the computer hardware maker's stock after acquiring an additional 7,761 shares during the quarter. NVIDIA accounts for 2.7% of Impact Investors Inc's holdings, making the stock its 8th biggest position. Impact Investors Inc's holdings in NVIDIA were worth $4,060,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC boosted its position in shares of NVIDIA by 12.4% during the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock worth $43,631,000 after purchasing an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG lifted its holdings in NVIDIA by 1.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock worth $315,100,000 after acquiring an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE lifted its holdings in NVIDIA by 6.7% during the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock worth $7,842,000 after acquiring an additional 3,653 shares in the last quarter. Hudson Value Partners LLC grew its stake in NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock valued at $6,805,000 after acquiring an additional 11,900 shares during the period. Finally, Wealth Group Ltd. increased its holdings in shares of NVIDIA by 15.7% in the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock worth $715,000 after acquiring an additional 896...

Guinness Atkinson Asset Management Inc raised its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 248.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 26,238 shares of the semiconductor manufacturer's stock after purchasing an additional 18,703 shares during the period. Broadcom accounts for approximately 4.1% of Guinness Atkinson Asset Management Inc's investment portfolio, making the stock its 3rd biggest position. Guinness Atkinson Asset Management Inc's holdings in Broadcom were worth $8,603,000 as of its most recent SEC filing. Other large investors also recently modified their holdings of the company. Assetmark Inc. increased its holdings in shares of Broadcom by 2.4% during the second quarter. Assetmark Inc. now owns 1,703,487 shares of the semiconductor manufacturer's stock worth $469,566,000 after purchasing an additional 39,466 shares during the period. Capital Counsel LLC NY acquired a new stake in Broadcom during the second quarter worth approximately $221,000. Waterloo Capital L.P. increased its stake in Broadcom by 7.0% during the 2nd quarter. Waterloo Capital L.P. now owns 48,361 shares of the semiconductor manufacturer's stock worth $13,331,000 after acquiring an additional 3,180 shares during the period. Providence First Trust Co raised its holdings in Broadcom by 1,099.3% in the 3rd quarter. Providence First Trust Co now owns 8,923 shares of the semiconductor manufacturer's stock valued at $2,944,000 after acquiring an additional 8,179 shares in the last quarter. Finally, RiverFront Investment Group LLC lifted its position in shares of Broadcom by 107.6% during the 2nd quarter. RiverFront Investment Group LLC now owns 16,524 shares of the semiconductor manufacturer's stock valued at $4,555,000 after acquiring an additional 8,566 shares during the period. 76.43% of the stock is owned by institutional investors. Get Broadcom alerts: Sign Up Wall S...

Midwest Trust Co reduced its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 1.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 191,389 shares of the electric vehicle producer's stock after selling 2,602 shares during the quarter. Tesla accounts for approximately 1.1% of Midwest Trust Co's holdings, making the stock its 17th largest holding. Midwest Trust Co's holdings in Tesla were worth $85,115,000 at the end of the most recent reporting period. Get Tesla alerts: Sign Up A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Vanguard Group Inc. boosted its position in Tesla by 1.8% in the 2nd quarter. Vanguard Group Inc. now owns 251,390,681 shares of the electric vehicle producer's stock valued at $79,856,764,000 after buying an additional 4,502,976 shares during the last quarter. Geode Capital Management LLC lifted its stake in shares of Tesla by 2.0% in the second quarter. Geode Capital Management LLC now owns 64,767,993 shares of the electric vehicle producer's stock worth $20,480,477,000 after acquiring an additional 1,269,304 shares in the last quarter. Norges Bank purchased a new position in Tesla in the second quarter valued at about $11,839,824,000. Legal & General Group Plc grew its stake in Tesla by 5.9% during the 2nd quarter. Legal & General Group Plc now owns 20,225,098 shares of the electric vehicle producer's stock valued at $6,424,705,000 after purchasing an additional 1,134,678 shares in the last quarter. Finally, Amundi increased its holdings in Tesla by 20.4% during the 2nd quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock worth $6,374,284,000 after purchasing an additional 3,422,270 shares during the last quarter. Hedge funds and other institutional investors own 66.20% of the company's stock. Insider Buying and Selling In other Tesla news, Director James R. Murdoch sold 60,000...

SVB Wealth LLC trimmed its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 14.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 24,072 shares of the electric vehicle producer's stock after selling 4,016 shares during the period. SVB Wealth LLC's holdings in Tesla were worth $10,705,000 as of its most recent SEC filing. Get Tesla alerts: Sign Up Several other hedge funds have also bought and sold shares of the stock. Brighton Jones LLC lifted its holdings in shares of Tesla by 11.8% during the 4th quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer's stock worth $35,509,000 after acquiring an additional 9,293 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in Tesla by 21.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer's stock worth $2,147,000 after purchasing an additional 931 shares during the last quarter. Bison Wealth LLC boosted its holdings in shares of Tesla by 52.2% in the 4th quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer's stock worth $4,187,000 after purchasing an additional 3,558 shares in the last quarter. Sivia Capital Partners LLC increased its position in shares of Tesla by 9.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer's stock valued at $3,855,000 after purchasing an additional 1,011 shares during the last quarter. Finally, AGP Franklin LLC raised its holdings in shares of Tesla by 21.2% during the 2nd quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer's stock valued at $1,544,000 after buying an additional 851 shares in the last quarter. 66.20% of the stock is currently owned by institutional investors. Tesla News Summary Here are the key news stories impacting Tesla this week: Tesla Stock Up 1.5% Shares ...

Migdal Insurance & Financial Holdings Ltd. lifted its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 82.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,763,667 shares of the computer hardware maker's stock after acquiring an additional 794,388 shares during the quarter. NVIDIA accounts for approximately 3.5% of Migdal Insurance & Financial Holdings Ltd.'s investment portfolio, making the stock its 7th biggest holding. Migdal Insurance & Financial Holdings Ltd.'s holdings in NVIDIA were worth $329,065,000 at the end of the most recent quarter. Several other institutional investors and hedge funds have also recently modified their holdings of the business. Websterrogers Financial Advisors LLC raised its position in NVIDIA by 2.6% during the third quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker's stock worth $395,000 after acquiring an additional 54 shares during the period. Helen Stephens Group LLC raised its position in shares of NVIDIA by 3.9% during the 3rd quarter. Helen Stephens Group LLC now owns 1,483 shares of the computer hardware maker's stock worth $277,000 after purchasing an additional 56 shares during the last quarter. Morton Brown Family Wealth LLC lifted its stake in NVIDIA by 1.5% in the 2nd quarter. Morton Brown Family Wealth LLC now owns 3,928 shares of the computer hardware maker's stock valued at $621,000 after buying an additional 58 shares in the last quarter. Roof Eidam Maycock Peralta LLC boosted its holdings in NVIDIA by 0.3% in the 2nd quarter. Roof Eidam Maycock Peralta LLC now owns 20,903 shares of the computer hardware maker's stock worth $3,302,000 after buying an additional 58 shares during the last quarter. Finally, Alpha Wealth Funds LLC increased its stake in NVIDIA by 1.3% during the 2nd quarter. Alpha Wealth Funds LLC now owns 4,634 shares of the ...

First National Trust Co lifted its holdings in QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) by 9.4% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 57,687 shares of the wireless technology company's stock after purchasing an additional 4,976 shares during the quarter. First National Trust Co's holdings in QUALCOMM were worth $9,597,000 as of its most recent filing with the SEC. A number of other hedge funds and other institutional investors have also modified their holdings of QCOM. Brighton Jones LLC raised its holdings in QUALCOMM by 116.6% during the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company's stock worth $2,666,000 after purchasing an additional 9,343 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of QUALCOMM by 15.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company's stock worth $391,000 after buying an additional 340 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of QUALCOMM by 44.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company's stock worth $530,000 after buying an additional 1,020 shares in the last quarter. LRI Investments LLC lifted its holdings in shares of QUALCOMM by 18.4% in the second quarter. LRI Investments LLC now owns 1,546 shares of the wireless technology company's stock valued at $246,000 after buying an additional 240 shares during the period. Finally, Ellis Investment Partners LLC boosted its stake in QUALCOMM by 5.3% during the second quarter. Ellis Investment Partners LLC now owns 17,758 shares of the wireless technology company's stock valued at $2,828,000 after buying an additional 887 shares in the last quarter. 74.35% of the stock is currently owned by institutional investors. Get QUALCOMM alerts: Sign Up Insider Activity In o...

Wesbanco Bank Inc. cut its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 2.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 55,877 shares of the electric vehicle producer's stock after selling 1,270 shares during the period. Wesbanco Bank Inc.'s holdings in Tesla were worth $24,850,000 as of its most recent SEC filing. Other institutional investors have also recently made changes to their positions in the company. BridgePort Financial Solutions LLC lifted its position in shares of Tesla by 11.0% during the third quarter. BridgePort Financial Solutions LLC now owns 1,630 shares of the electric vehicle producer's stock valued at $725,000 after purchasing an additional 161 shares in the last quarter. Rockland Trust Co. lifted its position in shares of Tesla by 66.9% during the 3rd quarter. Rockland Trust Co. now owns 1,552 shares of the electric vehicle producer's stock worth $690,000 after buying an additional 622 shares in the last quarter. First National Trust Co boosted its stake in shares of Tesla by 2.2% in the 3rd quarter. First National Trust Co now owns 37,745 shares of the electric vehicle producer's stock worth $16,786,000 after buying an additional 830 shares during the last quarter. Wealthfront Advisers LLC grew its holdings in shares of Tesla by 3.9% in the third quarter. Wealthfront Advisers LLC now owns 394,126 shares of the electric vehicle producer's stock valued at $175,276,000 after acquiring an additional 14,864 shares in the last quarter. Finally, Gallagher Capital Advisors LLC increased its position in shares of Tesla by 9.3% during the third quarter. Gallagher Capital Advisors LLC now owns 1,178 shares of the electric vehicle producer's stock valued at $553,000 after acquiring an additional 100 shares during the last quarter. Institutional investors own 66.20% of the company's stock. Get Tesla alerts: Sign Up Insider Buy...

Compagnie Lombard Odier SCmA reduced its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 34.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 81,675 shares of the electric vehicle producer's stock after selling 43,582 shares during the quarter. Compagnie Lombard Odier SCmA's holdings in Tesla were worth $36,323,000 at the end of the most recent quarter. A number of other large investors also recently modified their holdings of TSLA. Relyea Zuckerberg Hanson LLC grew its holdings in shares of Tesla by 0.4% during the 3rd quarter. Relyea Zuckerberg Hanson LLC now owns 6,558 shares of the electric vehicle producer's stock valued at $2,916,000 after purchasing an additional 23 shares during the last quarter. Equita Financial Network Inc. boosted its position in Tesla by 2.8% during the third quarter. Equita Financial Network Inc. now owns 855 shares of the electric vehicle producer's stock valued at $380,000 after buying an additional 23 shares during the period. VanderPol Investments L.L.C. grew its stake in shares of Tesla by 2.2% during the third quarter. VanderPol Investments L.L.C. now owns 1,070 shares of the electric vehicle producer's stock valued at $464,000 after buying an additional 23 shares during the last quarter. Resonant Capital Advisors LLC increased its holdings in shares of Tesla by 0.3% in the third quarter. Resonant Capital Advisors LLC now owns 8,577 shares of the electric vehicle producer's stock worth $3,814,000 after buying an additional 23 shares during the period. Finally, Cloud Capital Management LLC lifted its stake in shares of Tesla by 1.1% in the 3rd quarter. Cloud Capital Management LLC now owns 2,076 shares of the electric vehicle producer's stock valued at $923,000 after acquiring an additional 23 shares during the last quarter. 66.20% of the stock is owned by hedge funds and other institutional investors. Get Tesla alerts: Sign Up Insider A...

KanawatTH/iStock via Getty Images A significant sell-off in software stocks has been triggered by investor concerns that powerful new AI coding tools from Anthropic PBC and OpenAI LLC could disrupt the industry. In the year through Feb. 6, the S&P North American Technology Software Index was down more than 20%. By contrast, the S&P 500 index was flat over the same period, according to data from S&P Global Market Intelligence. However, investors and analysts contend that the sell-off may be an overreaction. "We believe the market is baking in a doomsday scenario for software companies in the near term, which we believe is extremely overblown, as many customers won't be willing to put their data at risk to capitalize on AI implementation strategies until there is less risk with these migration projects," Dan Ives, an analyst at Wedbush Securities Inc., said in a recent note to investors. Cowork sell-off The market anxiety stems from recent product launches. Leading AI company Anthropic ( ANTHRO ), for instance, recently released a new product, Claude Cowork, which it said was built largely with its own coding tools. The company subsequently released a series of AI plug-ins aimed at assisting legal professionals. Similarly, OpenAI has developed a coding tool and released an enterprise product, Frontier, designed to build and manage AI agents. While these developments sent shivers through the software sector, some note that product launches do not equate to immediate adoption in the enterprise market. "There isn't really any ... sign that, corporations have ditched large [software-as-a-service (SaaS)] vendors for in-house AI vibe-coded alternatives," Paul Wick, chief investment officer at Seligman Investments, told Market Intelligence, in an interview. Revenue slowing, SBC growing While the sell-off may be an overreaction, it is shining a spotlight on fundamental problems within the software sector that investors can no longer afford to ignore. For one, the growth of Sa...

春节的AI之战，硝烟已经开始弥漫开来。 火山引擎，早早官宣成为央视总台春晚独家AI云合作伙伴；腾讯元宝，承载着“重现当年微信红包盛况”的希望，App开年狂撒10亿现金红包，成功登上苹果商店中国免费App排行榜榜首；阿里千问更是豪掷30亿元红包，推出“春节请客计划”；就连百度文心，也推出5亿元红包活动。 这场春节AI大战，可谓互联网大厂重仓AI的缩影。 此前，马化腾将2025年形容为“AI大年”，认为在腾讯多个业务线中，目前唯一还值得大力投入的是AI。阿里巴巴也曾宣布未来三年投入超3800亿元，用来建设云和AI硬件基础设施。除了两大巨头，过去一年，京东、小红书、快手、美团等也在持续投入和提供多样的AI能力。 钱的流向不会说谎。大厂重仓AI，正在改变电商及运营模式。过去一年，平台有哪些投入？AI能力有哪些进展与应用？亿邦动力整理了不同平台面向商家、消费者推出的AI工具，提炼出集中发力的五大领域，以期为商家提供快速融入AI浪潮的方向参考。 平台抢跑，用AI帮商家降本增效 面向商家，平台更注重从AI工具切入，优先让AI发挥降本增效的作用。 阿里巴巴是较早拥抱AI的平台。2025年，阿里妈妈营销平台在618和双11等大促前夕，集中推出和升级多种AI工具。例如，9月推出的“万相台AI无界”，也是当时电商领域首个解决复杂经营问题的超级智能体。 “万相台AI无界”，可以根据人群、货品、关键词和创意等场景，为商家提供洞察和策略等。以人群为例，商家日常运营，要考虑产品卖点与消费需求、目标人群的匹配，而匹配的精准程度直接影响品牌业绩表现。“万相台AI无界”为“人群仪表盘”功能叠加AI能力，帮助商家同时洞察产品卖点和精准且全域匹配消费者需求。 2026年初，淘宝天猫又面向商家推出一站式AI服务中心，用店小蜜5.0帮助商家提升AI客服质量，用售后AI助理等工具帮商家提升售后效率。 除了阿里，其他平台也在加强AI能力来服务商家。在内容电商领域，快手的惠商举措提到用“智能工具矩阵帮助商家经营提效”，其中AI客服和AI售后挽单等提升商家店效，“电商灵机”和AI短视频功能提升内容生产效率。 随着即时零售消费的火热，美团也升级发布了AI经营助手“花小牛”，为商品管理、定价、订货、拣货配送、消费者互动等经营全链路增加AI能力，如AI数据分析、AI美化图片、智能互动等功能。 平台基于自身特点和优势打造AI...

根据2012年美加签署的桥梁协议，戈迪·豪国际大桥一半的所有权本就属于美国 资料图：美加新大桥。图：央视新闻 【财新网】 当地时间2月9日，美国总统特朗普威胁称，他将阻止美加新大桥通车，除非加拿大交出大桥的一半所有权，并“学会给予美国应有的尊重。” 但在他发难后，各方回应称，该大桥美国一侧的所有权本就属美国密歇根州政府所有，并且其建造也使用了美国产钢铁，特朗普的声称与现实不符。 特朗普表示，加拿大利用奥巴马政府提供的政策豁免，在全资修建跨境大桥时排斥使用美国钢材，这种做法损害了美国的产业利益，并且将通车一事与中加贸易合作挂钩。他表示，在加拿大给予美国所有利益之前，不会允许这座桥通车。

Will Chinese EV Maker Xiaomi Compete With Tesla In US? CEO Lei Jun Says 'We Have No...' Benzinga