Ever-increasing memory prices are prompting AMD to switch Radeon production focus to less-expensive 8GB models. However, this won’t be enough to mitigate the need for price increases, as board partners prepare to charge 5-10% more for RDNA 4 graphics cards. Reports of these changes are emerging on Board Channels, a forum frequented by industry insiders ripe with information allegedly sourced straight from the mouths of graphics card vendors. There, posters claim AMD and board partners’ focus moving forward will be Radeon RX 9060 XT 8GB and RX 7650 GRE cards, in order to maximise production capacity. The RX 9060 XT 16GB and RX 9070 XT apparently retain high importance, but AMD will greatly scale back production of other high-capacity cards, namely the RX 9070 and RX 9070 GRE. This development echoes prior rumours of reprioritisation, with the 9070 XT trumping its closely-related non-XT sibling. While I’m glad that AMD isn’t completely discarding 16GB cards, I’ll wait to see how stock levels and pricing hold up. In any case, it seems like getting your hands on an 8GB GPU will be the much easier option. Sadly, it seems we’ll be paying more for all Radeon cards, regardless of VRAM capacity. Other discussions on Board Channels claim that AMD is planning an additional 5-10% price increase for its lineup, on top of price rises that have already occurred. It seems that despite public commitments to keep graphics cards as close to MSRP as possible, market pressures are simply too great. These higher costs won’t put AMD on the backfoot relative to Nvidia, though. Further chatter on Board Channels describes these price rises as catching up to the cost level of comparable Nvidia models. Here’s hoping we don’t see the Radeon RX 9070 XT matching the now-$1,000 price tag of the GeForce RTX 5070 Ti. Given that new graphics cards may soon become unaffordable for many, I’d love to see AMD take this opportunity to bolster its existing install base. Providing proper FSR 4 support to ol...

格隆汇2月4日｜日本IC载板大厂揖斐电(Ibiden)今日宣布，公司董事会正式通过了电子业务投资计划。该计划总投资规模约5000亿日元(约合222亿人民币)，覆盖2026财年至2028财年，旨在扩充高性能IC载板产能，下游应用领域包括AI服务器及高性能服务器。

核心要点 数月以来，受 AI 影响未来业务增长的担忧影响，全球 IT 板块持续承压。 此次股价暴跌的直接导火索，是 AI 企业 Anthropic 为其 Cowork 产品推出全新法律工具。 工程师开展统计分析报告工作。数字技术与人工智能（AI）概念图。 工程师开展统计分析报告工作。数字技术与人工智能（AI）概念图。 华尔街对 AI 驱动的行业颠覆将冲击软件企业的担忧情绪于周三蔓延至亚洲，亚太科技股追随美股同行隔夜跌势大幅下挫。 亚洲市场中，日本软件股领跌。日本大型 IT 服务与系统集成商 TIS 暴跌近 16%；趋势科技（Trend Micro）跌幅超 7%，NS Solutions 下滑逾 7%。 印度 IT 企业股价同样走低，印度 Nifty IT 指数大跌 6.7%。头部 IT 企业塔塔咨询服务公司（TCS）跌 6.6%， 印孚瑟斯 （Infosys）跌 8%，HCL 科技跌 5.3%。 此前一日，印度宣布与美国达成贸易协议，印度 IT 公司曾一度成为市场涨幅龙头。 中国软件股亦遭抛售。 金蝶国际 软件集团股价暴跌超 12%；云服务巨头腾讯控股跌 3.1%， 阿里 巴巴 跌 0.6%， 百度 跌逾 2%。 亚登研究（Yardeni Research）总裁爱德华・亚登尼表示：“AI 让科技行业的竞争变得愈发激烈。” 他指出：“软件股遭受重创，原因是 Anthropic 为其 Cowork 产品推出了新工具。目前判断这些新工具的实用价值还为时过早，但投资者已选择下调软件股的估值倍数。” 软件股连续两日承压 软件企业曾凭借高粘性订阅与稳定续费获得高估值，如今却面临严峻考验 ——AI 有望实现工作流程自动化、挤压定价空间，并降低新竞争对手的市场准入门槛。 瑞银 宝（UBP）高级股票顾问凌伟森（Vey-Sern Ling）表示：“要实现板块估值重估，企业必须证明 AI 能成为增长助推器，而非仅仅是竞争威胁。在投资者态度谨慎的背景下，这一过程可能比以往更久。” 凌伟森称，UBP 更青睐 AI 颠覆风险较低的基础设施软件，以及具备定价能力、且 AI 或能带来追加销售机会的网络安全领域。 隔夜美股市场，服务现在（ServiceNow）股价暴跌近 7%，今年以来累计跌幅扩大至 28%； 赛富时 （ Salesforce ）同样下跌约 7%，2026 年累计跌幅近 26%；Tu...

Electricity from Nordseecluster B will power more than 139,000 German households each year. Credit: harhar38/Shutterstock.com. Renewable energy company RWE has entered into a power purchase agreement (PPA) with Amazon for 110MW of electricity from RWE’s Nordseecluster B offshore wind farm in the German North Sea. The agreement expands upon the strategic framework established between the two companies in June 2025. The electricity generated from the Nordseecluster B wind farm will be sufficient to power more than 139,000 German households annually. Located approximately 50km north of the German island of Juist, the Nordseecluster offshore wind project is being developed in two phases. Nordseecluster A, the first phase with a capacity of 660MW, is under construction and aims to commence operations in early 2027. The second phase, known as Nordseecluster B, plans to add 900MW, with an anticipated operational date set for 2029. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence The wind project is a joint venture (JV) involving RWE, which holds a 51% stake, and Norges Bank Investment Management with 49%. The agreement aims to advance Amazon’s carbon-free energy objectives while supporting RWE’s digital transformation through cloud and AI services provided by Amazon Web Services. RWE supply and trading chief commercial officer Ulf Kerstin said: “Power purchase agreements like this one with Amazon are crucial for accelerating Germany’s decarbonisation while strengthening long‑term security of supply. “By enabling large‑scale offshore projects such as the Nordseecluster, we can bring more reliable, carbon‑free electricity onto the grid and support a resilient energy system.” The arrangement with RWE aligns with Amazon’s objective to achieve net-zero carbon emissions throughout its ...

發展局指至今收到25宗「城中學舍」申請，涉及約5,100個宿位。 發展局局長甯漢豪回答議員書面質詢時指，25宗申請分布在紅磡、觀塘、深水埗及上環等。除兩宗涉及私人土地興建新宿舍，其餘均為改裝現有建築物，大部分是整幢改裝。25宗申請全部獲確認符合資格，正按計劃下的放寬管制程序尋求審批。 至於會否容許工廈改為為學生宿舍，局方指工廈因交通、空氣流通及噪音等因素，相比商業區宜居性較低，加上要符合照明及通風標準等，工廈不合資格參與計劃。

做强重点产业链，打造国家重要先进制造业高地。 中部地区陆续公布2025年经济运行成绩单，湖南、湖北、江西三省构成的“中三角”去年GDP总值达到153989.55亿元，较2024年同期净增6543.09亿元。 其中，江西、湖北GDP增速高于全国平均水平，江西省地区生产总值为36020.0亿元，同比增长5.2%；湖北省地区生产总值为62660.90亿元，比上年增长5.5%。湖南省地区生产总值突破5.5万亿元、达到55308.65亿元，同比增长4.8%。 产业竞争力持续提升 近年来，湘鄂赣各省优势产业的产业竞争力有了显著提升。 湖北以“1家国家实验室＋8个大科学装置＋45家全国重点实验室＋10家湖北实验室＋164个国家级创新平台＋547家新型研发机构”为主体的科技力量矩阵已经成势，综合科技创新水平指数升至全国第7、中部第1。“51020”先进制造业产业集群和5大现代服务业产业集群整体崛起，工业对经济增长贡献率达36.1%，服务业增加值突破3.5万亿元，增速居中部第1。 湖南聚焦“4×4”现代化产业体系，13条重点产业链“聚链成势”，先进制造业集群能级整体提升。湖南省统计局总经济师兼工业统计处处长姚玲表示，2025年，全省规模以上先进制造业增加值占制造业增加值比重达51.7%，高技术制造业增加值同比增长11.2%，高于全国平均水平1.8个百分点。其中，航空、航天器及设备制造业增长17.2%，电子及通信设备制造业增长15.8%，医药制造业增长6.7%。相关主要产品如存储芯片、储能用锂离子电池、工业控制计算机及系统、工业机器人等分别增长1.6倍、96.4%、42.7%、37.3%。 江西省统计局工业统计处处长黄建村解读称，全省规模以上工业增加值同比增长7.5%，十大重点行业对全省工业较快增长起了决定性作用。工业增加值排前十的行业整体增长9.8%，高于全省平均2.3个百分点，对江西工业增长的贡献率达到93.3%。其中，汽车制造业、电子信息业、有色金属业分别同比增长21.5%、12.9%和11.8%，分别贡献8.4、27.3和23.1个百分点。服务机器人、新能源汽车和汽车用锂离子动力电池等数字产品产量分别增长104.2%、86.8%和67.8%。 产业投资回暖明显。2025年，江西工业投资同比增长6.5%，其中与智能制造相关的先进装备制造业投资增长10.1％、新一代信息技术投资增长...

北水加倉港股近134億港元，買入騰訊控股超22億港元，賣出中芯國際超7億港元 富途牛牛

Houlihan Financial Resource Group Ltd. lessened its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 81.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,045 shares of the computer hardware maker's stock after selling 8,972 shares during the quarter. Houlihan Financial Resource Group Ltd.'s holdings in NVIDIA were worth $382,000 at the end of the most recent reporting period. Get NVIDIA alerts: Sign Up A number of other institutional investors also recently bought and sold shares of NVDA. Harbor Asset Planning Inc. purchased a new position in shares of NVIDIA during the 2nd quarter worth $28,000. Winnow Wealth LLC purchased a new stake in shares of NVIDIA in the 2nd quarter worth $32,000. Longfellow Investment Management Co. LLC raised its holdings in NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC purchased a new position in NVIDIA during the second quarter valued at $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new position in NVIDIA during the second quarter valued at $54,000. Institutional investors own 65.27% of the company's stock. NVIDIA Stock Down 2.8% Shares of NVDA stock opened at $180.34 on Wednesday. The company's fifty day simple moving average is $184.21 and its two-hundred day simple moving average is $182.77. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The stock has a market cap of $4.38 trillion, a P/E ratio of 44.75, a PEG ratio of 0.57 and a beta of 2.31. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. NVIDIA (NASDAQ:NVDA - Get Free Report) last issued its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for...

EULAV Asset Management reduced its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 12.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 335,123 shares of the computer hardware maker's stock after selling 46,010 shares during the period. NVIDIA makes up about 1.5% of EULAV Asset Management's investment portfolio, making the stock its 19th biggest holding. EULAV Asset Management's holdings in NVIDIA were worth $62,527,000 as of its most recent filing with the Securities and Exchange Commission. Get NVIDIA alerts: Sign Up A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Wheelhouse Advisory Group LLC boosted its position in shares of NVIDIA by 4.8% in the third quarter. Wheelhouse Advisory Group LLC now owns 10,854 shares of the computer hardware maker's stock worth $2,025,000 after buying an additional 501 shares during the period. JNBA Financial Advisors raised its holdings in shares of NVIDIA by 6.7% during the 3rd quarter. JNBA Financial Advisors now owns 12,188 shares of the computer hardware maker's stock valued at $2,274,000 after buying an additional 770 shares during the period. Fiduciary Wealth Partners LLC lifted its position in NVIDIA by 43.1% during the 3rd quarter. Fiduciary Wealth Partners LLC now owns 14,195 shares of the computer hardware maker's stock worth $2,649,000 after acquiring an additional 4,272 shares in the last quarter. Alliance Wealth Management Group boosted its holdings in NVIDIA by 20.2% in the 3rd quarter. Alliance Wealth Management Group now owns 8,279 shares of the computer hardware maker's stock worth $1,545,000 after acquiring an additional 1,391 shares during the period. Finally, Global Trust Asset Management LLC boosted its holdings in NVIDIA by 28.6% in the 3rd quarter. Global Trust Asset Management LLC now owns 27,724 shares of the computer hardwar...

Adell Harriman & Carpenter Inc. raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 3.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 55,159 shares of the semiconductor company's stock after buying an additional 2,028 shares during the quarter. Adell Harriman & Carpenter Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $15,406,000 at the end of the most recent reporting period. Other institutional investors also recently modified their holdings of the company. Massachusetts Financial Services Co. MA boosted its position in Taiwan Semiconductor Manufacturing by 3.6% during the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company's stock valued at $4,401,448,000 after purchasing an additional 541,047 shares during the last quarter. Bank of America Corp DE raised its stake in shares of Taiwan Semiconductor Manufacturing by 0.8% during the 2nd quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company's stock worth $3,353,348,000 after purchasing an additional 115,158 shares in the last quarter. Jennison Associates LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 4.5% during the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company's stock worth $3,516,692,000 after purchasing an additional 544,750 shares in the last quarter. Alliancebernstein L.P. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 18.0% during the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company's stock valued at $2,368,587,000 after buying an additional 1,593,786 shares during the last quarter. Finally, WCM Investment Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 0.3% in the 3rd quarter. WCM Investment Management LLC now owns 10,090,519 ...

Nwam LLC decreased its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 2.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 243,012 shares of the computer hardware maker's stock after selling 6,896 shares during the quarter. NVIDIA makes up 3.1% of Nwam LLC's holdings, making the stock its 3rd largest holding. Nwam LLC's holdings in NVIDIA were worth $44,075,000 at the end of the most recent quarter. Get NVIDIA alerts: Sign Up Several other institutional investors have also recently made changes to their positions in NVDA. Brighton Jones LLC raised its holdings in shares of NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock valued at $43,631,000 after purchasing an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG boosted its stake in shares of 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 valued at $315,100,000 after purchasing an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE increased 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 valued at $7,842,000 after buying an additional 3,653 shares during the period. Hudson Value Partners LLC raised 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 worth $6,805,000 after buying an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. lifted its holdings in NVIDIA by 15.7% during the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock worth $715,000 after buying an additional 896 shares during the period. Hedge funds and other institutional inv...

Norinchukin Bank said it expects to book additional losses from a joint venture over First Brands Group -related transactions, but it’s keeping its original target of ¥30-70 billion yen ($192-447 million) in annual net income. JA Mitsui Leasing Ltd. will book a ¥150.5 billion allowance on the collapsed US auto-parts supplier, more than three times what it had set aside in November, the company said in a statement on Tuesday. Norinchukin, which has a little over 40% stake in the joint venture with trading company Mitsui & Co., expects about a ¥50 billion impact on its full-year net income through March 2026, a bank spokesman said. This is bigger than what it had previously estimated. Norinchukin is discussing a capital injection into JA Mitsui and the joint venture’s business management improvement. Read more: Nochu to Recapitalize JV Hit by $1 Billion First Brands Loss The bank, also known as Nochu, is trying to sustain a return to profit following massive losses on foreign bonds last fiscal year. It is set to report quarterly results later this month.

Source: Bloomberg, 0:00

大埔宏福苑大火，有立法會議員書面質詢政府為何未有啟動緊急警示系統，政府解釋是因為大火屬地區性事故。 商經局局長丘應樺指，事發當日消防處在接報後五分鐘內已經抵達現場，消防車和警車發出的警號聲已發揮即時警示作用，提醒居民有火警發生，至於緊急警示系統的設計是向全港流動用戶發出警報，而大埔宏福苑火警屬於地區性事故，因此未有啟動。 丘應樺又指，警示系統技術上可支持向特定區域發放訊息，政府正積極檢視和優化，緊急警示系統的設置和應用。 政府首次啟動緊急警示系統是2022年3月9日，提示全港市民伊利沙伯醫院轉為新冠病人服務，是惟一一次發出緊急警示。

友发集团公告，公司于2026年2月4日召开董事会，审议通过了投资设立全资子公司广东友发管业科技有限公司的议案。注册资本为人民币5亿元，将以现金出资方式实缴注册资本。

Israeli fire in Gaza killed at least 17 Palestinians, most of them women and children, hospital officials said on Wednesday. Israel said its strikes came after militants fired on its soldiers, seriously wounding one. Seven women and five children were killed, hospital officials said, including a 5-month-old and a baby just 10 days old. They are the latest Palestinians in Gaza to die since a ceasefire deal, which has been punctuated by deadly Israeli strikes, came into effect on October 10, 2025. More than 530 Palestinians have been killed by Israeli forces in that time, according to Gaza’s health ministry. “The genocidal war against our people in the Gaza Strip continues,” said Dr Mohamed Abu Selmiya, director of Gaza City’s Shifa Hospital, in a Facebook post. “Where is the ceasefire? Where are the mediators?” Advertisement The attacks and the escalating death toll have rocked the US-backed truce and caused Palestinians in the strip to say it does not feel like the war has ended. Mediators have condemned the attacks and Hamas has called them violations of the deal, but Israel’s military says it is responding to Hamas violations or militant attacks on its soldiers. The military says four soldiers have been killed since the ceasefire took hold. Palestinians mourned the loss of three people at Nasser Hospital in Khan Younis, who were killed in an Israeli attack on Wednesday. Photo: dpa Early on Wednesday, Israeli troops fired on a building in the Tuffah neighbourhood in north Gaza, killing at least 11 people, most from the same family, said Shifa Hospital, which received the bodies. The dead included two parents, their 10-day-old daughter, her 5-month-old cousin and their grandmother.

警方過去兩星期接獲45宗網上情緣騙案，涉及損失金額逾4,300萬元。 騙徒不時透過「情感的禁區」，以甜言蜜語誘騙市民。警方過去兩星期，接獲45宗網上情緣騙案，損失金額逾4,000萬元。 其中一名48歲男子，在社交平台Instagram收到騙徒白撞訊息，對方向他噓寒問暖、互訴心事，約一個月後雙方發展網戀。 騙徒聲稱有親戚在美國虛擬貨幣公司任職高層指有「內幕貼士」，發送虛假投資網站的連結，入面有偽造的投資成果，令受害人信以為真。 在「女友」的游說下事主不虞有詐，不惜借貸及用畢生積蓄，分別7次將價值逾210萬元的虛擬貨幣轉到騙徒的電子錢包。 再按騙徒要求，分兩次轉帳16萬元現金到騙徒指定銀行戶口，之後騙徒失聯才發現受騙，最終損失逾226萬元。 警方提醒市民，對「白撞」訊息要保持警惕，又指墮入愛河都要保持理性，聽到對方提及有高回報投資就要提高警覺。

2026年的春节假期有9天，“最长春节档”即将来临。 2月4日，灯塔专业版显示，目前已有7部影片定档春节期间。其中有6部均在大年初一上映。分别是《飞驰人生3》《熊出没·年年有熊》《镖人：风起大漠》《惊蛰无声》《星河入梦》和《熊猫计划之部落奇遇记》。此外还有一部电影纪录片《重返狼群》将在大年初三重映。 多家上市公司参与了春节档电影的出品发行。 备受关注的《飞驰人生3》背后的出品发行方包括猫眼娱乐(01896.HK)、博纳影业(001330.SZ)、中国电影(600977.SH)、万达电影(002739.SZ)、横店影视(603103.SH)。 作为《飞驰人生》系列的续作，《飞驰人生3》已经积累了一定IP知名度。此前《飞驰人生》《飞驰人生2》分别斩获17.28亿元、33.61亿元票房。 《惊蛰无声》由张艺谋导演，易烊千玺、朱一龙、宋佳、杨幂等演员参演。大麦娱乐主投，中国电影、万达电影等参投。《镖人：风起大漠》的背后，大麦娱乐、华夏电影、中国电影等参投。《星河入梦》则由中国电影、横店影视、上海电影、联瑞影业等公司出品。《重返狼群》背后的出品发行方主要有光线传媒（300251.SZ）、华夏电影。 春节档为一年中最重要的档期。不仅时间长，而且处于一年之初，对观众观影具有较强的号召性，与家人朋友观影已成为当前主流的春节假期文娱消费形式之一。 根据艺恩数据，2021至2025年春节档票房分别为78/60/68/82/95亿元，占全年票房比分别约17%/20%/12%/19%/19%。根据猫眼专业版，中国电影票房榜单TOP10中有6部来自春节档，其中近三年内上映的包括《哪吒之魔童闹海》（总票房约155亿元）和《满江红》（总票房约45亿元）。 中金公司在一份研报中表示，2026年春节档国产片定档时间偏晚（2025年提前一个月左右），档期票房亦面临2025年《哪吒2》带来的高基数影响；由于进口片《疯狂动物城2》和《阿凡达3》密钥延至2026春节档排播带，国产片片方可能担心市场份额受挤压，从而定档偏谨慎，宣发节奏偏保守；整体而言，当前观众观影需求呈现头部集中趋势，不排除在市场预期偏低时出现票房黑马的可能性。 上述报告提及的“高基数影响”不容小觑。换句话说，2025年春节档的优秀表现会使得2026年春节档票房的增长率受限。因此，在业内看来，2026年春节档总票房或同比回落，头部影片表现或对...

Stocks to Watch Wednesday: AMD, Super Micro, Chipotle The Wall Street Journal

据知情人士透露，伊朗已要求美国将原定在土耳其举行的外交会谈转移至阿曼举行，并将议程限制在伊朗的核计划上。 知情人士说，德黑兰希望原定周五在伊斯坦布尔举行的会谈，只聚焦于伊朗的核活动，而不涉及其对中东代理人民兵的支持及其弹道导弹问题。他们还补充说，德黑兰反对除土耳其以外的其他地区国家参与谈判。 伊朗的要求可能会加剧与华盛顿的紧张关系。美国总统唐纳德·特朗普曾威胁说，如果伊朗不同意达成协议，美国将对伊朗发动打击。美国政府已表示，协议必须包括伊朗停止支持其代理人及弹道导弹计划。 白宫和美国国务院尚未就此事发表评论。特朗普周二重申美国和伊朗保持外交对话。 从左至右：阿巴斯·阿拉格齐、史蒂夫·威特科夫和贾里德·库什纳 知情人士说，美国特使史蒂夫·威特科夫、特朗普的女婿贾里德·库什纳，以及伊朗外交部长阿巴斯·阿拉格齐原计划在土耳其会面。沙特、卡塔尔、阿联酋、埃及、巴基斯坦和阿曼也参与了旨在避免战争的外交斡旋。 责任编辑：刘明亮

Spain’s biggest lender Banco Santander’s CEO Ana Botin said the 12 billion-dollar acquisition of the US bank Webster Financial will represent ‘great profitability’ among the top banks in the US. Santander beat estimates in the fourth quarter for net income and also announced a share buyback of 5 billion euros.Ana Botin spoke with Bloomberg’s Anna Edwards, Tom Mackenzie and Guy Johnson from Madrid. (Source: Bloomberg)

格隆汇2月4日｜华东医药公告，控股子公司浙江道尔生物科技有限公司收到国家药品监督管理局核准签发的《药物临床试验批准通知书》，DR10624注射液临床试验申请已获得批准，适应症为高甘油三酯血症（Hypertriglyceridemia，HTG）。DR10624是道尔生物自主研发的全球首创的靶向成纤维细胞生长因子21受体（FGF21R）、胰高血糖素受体（GCGR）和胰高血糖素样肽-1受体（GLP-1R）的长效三特异性激动剂。

Elon Musk wants to make Tesla an early mover in a potential $5 trillion industry. Tesla (TSLA +0.00%) has long been a polarizing company and stock, but there's no denying that CEO Elon Musk's boldness has produced life-changing investment returns over the years. Now, the company is gearing up for its boldest move yet. Tesla is transitioning from traditional electric vehicles to autonomous vehicles and humanoid robotics. Elon Musk has firmly stated his belief that Tesla's Optimus robot is the company's future. Tesla continues to showcase Optimus and its growing capabilities, and another company is already training humanoid robots in factories to perform labor. At this rate, Tesla's Optimus may be useful for some real-world applications as soon as this year. Of course, that's speculation right now. Is it time to buy the stock now? Before Tesla's big moment and this story goes from speculation to reality? Signs of the future happening now Musk is known for making bold promises, but his insistence on Optimus as Tesla's future isn't ringing hollow. Musk recently announced that Tesla will discontinue legacy models, including the Model S and Model X, to make room for production lines to manufacture Optimus at its Fremont factory. These models currently account for only a small portion of Tesla's vehicle sales, but it still feels like crossing a threshold. Tesla is genuinely putting its future in Optimus and its Robotaxi ride-hailing service, a future built on artificial intelligence-powered innovation that Musk and Tesla have worked toward for more than a decade now. Tesla has a ton of upside if the company pulls this off. Experts believe the humanoid robotics market could reach $5 trillion by 2050. Expand NASDAQ : TSLA Tesla Today's Change ( 0.00 %) $ 0.01 Current Price $ 421.82 Key Data Points Market Cap $1.4T Day's Range $ 413.69 - $ 428.55 52wk Range $ 214.25 - $ 498.83 Volume 2.8M Avg Vol 74M Gross Margin 18.03 % Time to buy? Consider this first Clearly, Tesla is a ri...

This will be the year when the neocloud company shows whether its execution can keep pace with its ambitions. 2025 was the year CoreWeave (CRWV +1.33%) locked in demand for its data centers. Revenue surged, multiyear contracts piled up, and the company emerged as a critical supplier of artificial intelligence (AI) computing power to customers such as OpenAI and Meta Platforms. But 2026 will be a different test. At this point, investors no longer need proof that demand for AI processing power exists. What matters now is whether CoreWeave can provide it at scale, convert contracted backlog into delivered capacity, and do so without overstretching its balance sheet. In short, 2026 will be about proof, not promise. Can CoreWeave deliver more capacity on time and at scale? The most important question facing CoreWeave in 2026 is also the simplest: Can it deliver what it has already sold? Its substantial backlog will only turn into revenue if it can bring new data centers online on schedule, deploy massive quantities of GPUs as planned, and do so without electricity constraints disrupting its timelines. In 2025, even modest hints of deployment delays or higher-than-expected capital spending were enough to move the stock -- a clear signal that investors are focusing on the company's execution risk. That focus is justified. AI infrastructure is unforgiving. Delays don't just push revenue out by a quarter; they can strain customer relationships and cascade through the rest of the buildout plan. In 2026, investors will closely watch data centers' go-live cadence, GPU deployment versus contracted commitments, and any pattern of timeline slippage or guidance revisions. Consistent delivery on expectations would reinforce the market's confidence that CoreWeave can operate as a hyperscaler. Repeated delays, even if they are individually explainable, would raise concerns that the company is stretching itself too thin. Expand NASDAQ : CRWV CoreWeave Today's Change ( 1.33 %) $ 1.18 Cu...

Key Points Elon Musk is aggressively transitioning Tesla from electric vehicles to humanoid robotics. The company is even discontinuing legacy models to make room for Optimus production. But the stock's prohibitive valuation may give investors pause before buying. These 10 stocks could mint the next wave of millionaires › Tesla (NASDAQ: TSLA) has long been a polarizing company and stock, but there's no denying that CEO Elon Musk's boldness has produced life-changing investment returns over the years. Now, the company is gearing up for its boldest move yet. Tesla is transitioning from traditional electric vehicles to autonomous vehicles and humanoid robotics. Elon Musk has firmly stated his belief that Tesla's Optimus robot is the company's future. 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 » Tesla continues to showcase Optimus and its growing capabilities, and another company is already training humanoid robots in factories to perform labor. At this rate, Tesla's Optimus may be useful for some real-world applications as soon as this year. Of course, that's speculation right now. Is it time to buy the stock now? Before Tesla's big moment and this story goes from speculation to reality? Signs of the future happening now Musk is known for making bold promises, but his insistence on Optimus as Tesla's future isn't ringing hollow. Musk recently announced that Tesla will discontinue legacy models, including the Model S and Model X, to make room for production lines to manufacture Optimus at its Fremont factory. These models currently account for only a small portion of Tesla's vehicle sales, but it still feels like crossing a threshold. Tesla is genuinely putting its future in Optimus and its Robotaxi ride-hailing service, a future built on artificial intelligence-powered innovation that Musk and Tesla have worked toward for more than a decade now. ...

记者今天(4日)从市场监管总局了解到，市场监管总局组织开展童鞋等21种产品质量国家监督抽查。本次共抽查21种产品2107批次，在天猫、京东（JD）、抖音、拼多多（PDD）、唯品会（VIPS）、快手（K81024）等14家平台544家销售单位抽查615批次产品，在江苏、广东、山东、重庆、湖北、浙江等19个省份173家销售单位抽查203批次产品，在湖南、山东、江苏、浙江、江西、河北等29个省份1287家生产单位抽查1289批次产品。抽查发现282批次不合格产品。跟踪抽查到上次抽查不合格生产单位167家，其中有28家生产单位产品仍不合格。本次抽查中，防城港市防城区融发空心砖有限公司违反《产品质量法》规定，无正当理由拒绝接受监督抽查。对监督抽查发现的不合格产品，各有关省级市场监管部门已按照《产品质量法》等有关规定，依法采取下架、查封、扣押等措施，严禁出厂销售；对不合格产品生产销售单位，明确整改要求，严格落实整改措施；对连续两次抽查不合格的，依法严肃处理；对违法违规行为立案查处，涉嫌犯罪的，及时移送司法机关。(央视新闻)

格隆汇2月4日｜荷兰国际银行指出，在周四的欧洲央行议息会议之前（预计维持利率不变），最后一项重要数据就是今日公布的欧元区1月CPI初值。该行表示，周二法国通胀数据意外下滑，但对外汇市场几乎没有产生影响，因此他们也怀疑今天公布的欧元区整体通胀数据是否具备足够的市场影响力。目前市场预期通胀率将从1.9%放缓至1.7%，核心通胀预计维持在2.3%不变。该行认为，这样的数据不足以促使欧洲央行在明天的会议上大幅调整政策措辞。欧元兑美元已回升至约1.183左右，比该行估算的短期公允价值高出约0.8%。荷兰国际银行最后指出，如果今日美国数据表现相对良好的判断是正确的，那么未来几天欧元兑美元可能面临回落压力，或重新跌破1.18关口。

文章提及标的 国机重装 -- 国机重装（601399）发布业绩快报，2025年营业收入138.85亿元，同比增长9.56%；净利润4.79亿元，同比增长10.89%。2025年，公司秉承“创新超越、臻于至善”经营理念，紧紧围绕高质量发展主线，深入实施“全员精益、全面数智”三年滚动行动计划，经营运行和改革发展各项工作取得了新进展、新突破。

A selloff in software stocks and other sectors deemed at risk from advances in artificial intelligence showed no sign of abating on Wednesday, and according to JPMorgan Chase & Co., the grim mood among investors is unrelenting. “We are now in an environment where the sector isn’t just guilty until proven innocent but is now being sentenced before trial,” said JPMorgan analyst Toby Ogg. Ogg met more than 50 investors across Europe and the US over two weeks and said he found that they had significantly reduced software holdings over the past 12 to 18 months. Even after the latest pullback, “the general appetite to step in remains generally low,” he said in a client note. His comments follow Tuesday’s rout across the software, financial services and asset management sectors sparked by concerns about competition from a new AI automation tool released by Anthropic PBC. Investors are fretting that many businesses will come under increased threat from advances in generative AI. For software companies, “better-than-expected results are no longer enough to convince the market,” Ogg wrote. That’s unless “they can demonstrate irrefutably that AI is a sustainable tailwind to growth rather than a longer-term headwind,” he said. It’s a difficult obstacle for software firms to overcome because investor concerns range across multiple fronts, he said. Among these is the seat-based pricing model, where software providers charge on a per-user basis. This could be undermined by AI tools reducing the number of logins that customers require to complete their tasks. Read more: Anthropic AI Tool Sparks Selloff From Software to Broader Market What’s more, if software companies use their own AI tools to adapt products, their previous revenue models would face transition risks. Eventually, any new launches from leading AI platforms, such as the latest legal offering by Anthropic, will exacerbate investor concerns around the sector, Ogg said. Read more: ‘Get Me Out’: Traders Dump Software Stoc...

格隆汇2月4日｜中信里昂近日发布一年一度的趣味胡诌式指南——《恒生指数年度风水指南》。指南显示，属于“土鸡”的恒生指数，按命理推算在马年本宜韬光养晦，以避无端误解。不过今年为火马之年，在炽热如焰的火能量加持下，反而为“土鸡”命盘带来吉运，认为火气注入，有助调和整体格局，也令前景更显光明璀璨。 该行指出回望过去4个马年中，恒指在其中3个马年处于平稳增长，因此预期新一个马年大市整体走势属稳定上扬。但在年初或会先回落，至今年4月后将会逐步回升，而在下半年走势如一场马术盛装舞步表现，“进两步，退一步”，并预期港股在马年的高位会在今年11月至12月初出现，之后稍稍偏软后，在马年末再回升至接近全年高位。 中信里昂还预期，属木的行业如家具﹑草木及医药，在马年运势亨通。通信及能源等属火的行业，可望运势得到加持。至于属金的金融产品领域，宜于年内重点关注，又预期属土的房地产行业，难获运势加持。该行还指出，水在马年是最弱的五行，预料航运业在马年大部份时困于无风带般止步不前，同时旅游业亦会受到拖累。