Concurrent Investment Advisors LLC increased its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 428,452 shares of the software giant's stock after acquiring an additional 15,209 shares during the period. Microsoft makes up 3.8% of Concurrent Investment Advisors LLC's investment portfolio, making the stock its largest holding. Concurrent Investment Advisors LLC's holdings in Microsoft were worth $221,917,000 as of its most recent SEC filing. A number of other institutional investors and hedge funds have also made changes to their positions in the business. IRON Financial LLC boosted its stake in shares of Microsoft by 23.2% during the 3rd quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock worth $3,372,000 after acquiring an additional 1,225 shares during the last quarter. Wellington Capital Management Inc. bought a new position in Microsoft in the 2nd quarter worth $9,941,000. Sound View Wealth Advisors Group LLC lifted its position in Microsoft by 2.6% during the second quarter. Sound View Wealth Advisors Group LLC now owns 94,120 shares of the software giant's stock valued at $46,816,000 after purchasing an additional 2,373 shares in the last quarter. Bank Pictet & Cie Europe AG grew its holdings in Microsoft by 3.8% during the second quarter. Bank Pictet & Cie Europe AG now owns 922,524 shares of the software giant's stock valued at $457,119,000 after purchasing an additional 33,382 shares during the period. Finally, Weaver Capital Management LLC grew its holdings in Microsoft by 14.0% during the third quarter. Weaver Capital Management LLC now owns 18,340 shares of the software giant's stock valued at $9,499,000 after purchasing an additional 2,247 shares during the period. Institutional investors own 71.13% of the company's stock. Get Microsoft alerts...

专题：聚焦美股2025年第四季度财报 美国超威半导体公司（ AMD ）周三在法兰克福早盘交易中股价暴跌超 6%。此前该公司预告季度营收将小幅下滑，引发市场担忧：在蓬勃发展的人工智能市场中，它能否有效挑战英伟达。 该股在周二常规交易时段收盘时下跌 1.7%。截至目前，AMD 股价今年以来累计上涨 13.1%。 责任编辑：郭明煜

我真是做梦都没想到，这辈子还能看到英特尔主动跑去当小弟的事情。 就在前几天的财报会议上，谈到公司持续简化服务器产品路线图的举措时，英特尔新掌门陈立武透露： “我们在与英伟达紧密合作，打造一款完全集成其NVLink技术的定制版至强处理器，为AI主机节点带来一流的x86性能。” 消息一出，让整个科技圈都炸锅了：英特尔要和英伟达联手，开发一款专门为AI设计的定制版至强Xeon处理器？ （图源：wccftech） 掐指一算，这也是英伟达去年投资50亿美元，收购英特尔的部分股份后，双方在硬件上的第一次实质性合作。 这事儿要是放在五年前，甚至三年前，绝对是天方夜谭。 但现在，陈立武这波操作，可以说英特尔已经不准备跟英伟达硬刚谁才是AI老大了，而是退了一步说：老黄，既然大家都要买你的显卡，那不如我专门做个CPU来配合你，咱们搭伙过日子吧。 八卦的内容就说到这里，我想更多读者关注的，应该还是英特尔和英伟达鼓捣出来的这颗CPU。 它到底是个什么水平？又能不能担当得起Xeon的名声？就让我来带大家捋一捋。 联手英伟达，英特尔打造“AI专属芯” 说到Xeon，可能有的读者反应不过来，但是提起至强，国内百万洋垃圾佬肯定不会陌生。 要知道，当年那颗E3-1230 v2可是被捧上神坛的垃圾佬神U，花着不到i3的钱就能享受i7的性能。再往后，那些从国外服务器机房淘汰下来的E5处理器漂洋过海，配合着华强北魔改的X79、X99主板，让多少预算吃紧的学生党和图吧老哥望眼欲穿。 而这次陈立武狠心找英伟达借力，肯定是希望能够重振Xeon荣光。 根据目前的爆料信息来看，英特尔下一代Xeon技术正处于难产阶段，因此这款与英伟达联合开发的定制Xeon处理器高概率会基于目前市面上流通的第六代Xeon技术打造。 （图源：英特尔） 换言之，也就是Intel 3制程，取消多线程，分为全大核和全小核两个版本，希望通过核心数量来硬怼AMD的多核优势。 特别是那个旗舰款Xeon 6900P，直接把高性能核心怼到了128个，不仅内存带宽这块提升巨大，PCIe通道的连接能力也是拉满，虽说在能效比上还是稍微有点吃亏，但确实是目前最稳妥的选择。 当然，这次的合作重点并不是CPU，而是SoC集成的NvLink互连技术。 PCIe历经20年的发展，由1.0到如今的6.0，每代之间基本保持着带宽翻倍的规律进行更新，单Lane由2.5GT/...

European stocks flat after Novo Nordisk issues bleak forecast, energy holds up Reuters

Vasile Jechiu/iStock via Getty Images One of the most challenging things to do successfully as an investor is to separate a great company from a great investment opportunity. Some of the best companies out there make awful investment opportunities because of how expensive they are. And some very mediocre businesses make for attractive prospects because the market undervalues them. A great example of a great business that has historically traded at rather lofty multiples is Copart, Inc. ( CPRT ), a niche player in the vehicle market that offers certain services like online seller access to empower users to assign vehicles for sale, to check sales calendars, to view vehicle images and history, and more. It also assists sellers in the vehicle claims evaluation process through the online salvage value estimates that it provides. This is a fascinating company that I really want to be bullish about. But unfortunately, the market views things in such a favorable light that the stock trades at rather lofty multiples. That's why, in my last article about the firm, published in late July of last year, I reaffirmed it as a ‘hold’ candidate. Acknowledging that it was a great business, I just could not bring myself to accept the valuation. Since then, the stock has meaningfully underperformed the market, dropping 11.2% while the S&P 500 is up 8.5%. You might think that such a move lower relative to the market would justify a bullish outlook at this point. But unfortunately, that's not the case for me. Shares are still lofty, even with the company achieving some rather impressive financial performance. So until the stock falls further, I believe that maintaining it as a ‘hold’ candidate is the appropriate course of action. Checking out Copart I already covered, briefly, the core of what Copart does. But it is worth noting that this is not just a US-based firm. In fact, management describes the company as a global provider of online auctions and vehicle remarketing services. It do...

长江电力（600900）公告，公司2025年中期分配方案为以方案实施前的公司总股本244.68亿股为基数，每股派发现金红利0.21元(含税)，共计派发现金红利51.38亿元(含税)。股权登记日为2026年2月11日，除权(息)日及现金红利发放日为2026年2月12日。

Tesla's China-made EV sales rise 9.3% y/y in January Reuters

BEIJING, Feb 4 (Reuters) - Tesla sold 69,129 ​China-made electric vehicles ‌in January, up 9.3% ‌from a year earlier, extending gains for a third ⁠consecutive month ‌as it battles shrinking market ‍share in both China and Europe. Deliveries of Model ​3 and Model ‌Y vehicles made at its Shanghai plant, including exports to Europe and other ⁠markets, slid ​28.9% from ​December, data from the China Passenger Car ‍Association ⁠showed on Wednesday. (Reporting by Qiaoyi Li, ⁠Zhang Yan and Brenda ‌Goh; Editing by ‌Christopher Cushing)

Fuji Media Holdings ( FJTNY ) shares tumbled as much as 12% after the Japanese company unveiled a sizable share buyback and said entities tied to activist investor Yoshiaki Murakami plan to sell their stakes. The broadcaster’s stock fell to ¥3,475 at one point in Tokyo, marking its steepest intraday decline since August 2024. The company announced it plans to repurchase up to ¥235 billion ($1.5 billion) of its shares in a release Tuesday. More on Fuji Media Holdings, Inc. Seeking Alpha’s Quant Rating on Fuji Media Holdings, Inc. Historical earnings data for Fuji Media Holdings, Inc. Dividend scorecard for Fuji Media Holdings, Inc. Financial information for Fuji Media Holdings, Inc.

Advanced Micro Devices is setting up for a major rally as the imminent launch of MI450 and Helios rack-scale solutions draws near.

Securitas AB (publ) press release ( SCTBF ): Q4 Revenue of SEK 38.42B (-8.1% Y/Y). Organic sales growth 3 percent (4) Adjusted organic sales growth, 4 percent* Real sales growth within technology and solutions 6 percent (6) Operating income before amortization MSEK 3 063 (3 036) Operating margin 8.0 percent (7.3) Adjusted operating margin, 8.2 percent (7.5)* Items affecting comparability ( IAC ) MSEK –78 (–128) Earnings per share, SEK 2.98 (2.86) Earnings per share before IAC, SEK 3.06 (3.05) More on Securitas AB (publ) Securitas AB (publ) (SCTBY) Q3 2025 Earnings Call Transcript Securitas AB (publ) 2025 Q3 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Securitas AB (publ) Historical earnings data for Securitas AB (publ) Dividend scorecard for Securitas AB (publ)

乘联分会：1月全国乘用车厂商新能源批发预估90万辆 同比增长1% 2026-02-04 16:36:28 来源： 同花顺7x24快讯 分享 文章提及标的 特斯拉 -- 乘用车 -- 能源 -- 根据月度初步乘联数据综合：2026年1月全国乘用车（884099）厂商新能源（850101）批发预估90万辆，同比增长1%。1月初步统计特斯拉（TSLA）中国批发销量69129辆。

当地时间2月4日，希腊海岸警卫队发布声明称，当地时间2月3日晚，在爱琴海东部希俄斯岛附近，一艘搭载非法偷渡者的充气快艇与海警的巡逻船相撞，偷渡船上人员全部落水，造成14人当场死亡，另有一人在送医后因伤重死亡。22名偷渡者和2名海警人员受伤。目前希腊海警船只和希腊空军的直升机仍在出事海域搜寻可能的落水者。（央视新闻）

山河药辅（300452）公告，公司于2025年12月4日至2025年12月5日接受了美国食品药品监督管理局(FDA)的现场检查。核查范围涵盖质量管理、生产管理、设施与设备管理、实验室质量控制、物料和包装标签管理六大体系。公司收到美国FDA出具的现场检查报告(EIR)，确认本次检查已结束，公司顺利通过FDA现场检查。

These stocks may not bring about excitement, but they will generate considerable amounts of dividend income. Consumer stocks have long served as a steady, sometimes lucrative source of dividend income. The more successful ones benefit from a loyal customer foundation that fosters a consistent and growing profit base, ultimately translating into cash for shareholders. Not all consumer stocks can maintain such streaks, meaning investors have to discern the businesses and financials of the stocks they own. These three stocks stand out as dividend growers on track to continue raising payouts, with a significant chance of stock price appreciation to add to one's total returns. 1. Realty Income Realty Income (O +1.47%) is a real estate investment trust (REIT) specializing in single-tenant commercial properties. Under such deals, the tenant covers taxes, insurance, and maintenance, ensuring steady cash flows. Realty Income owns more than 15,500 such properties and boasts a client base that includes the likes of Home Depot, Dollar General, and Wynn Resorts. Also, with occupancy close to 99%, the company continues to acquire and develop additional properties. Realty Income is also known as the "monthly dividend company," and true to that moniker, it has paid a dividend every month since it began offering payouts in 1994. It has also hiked that dividend at least one time annually since that year. The payout now stands at $3.24 per share annually, giving it a dividend yield of 5.3%, far above the S&P 500 (^GSPC 0.84%) average of 1.1%. The payout hikes, combined with a depressed stock price, have raised the yield as high interest rates weighed on the stock. Expand NYSE : O Realty Income Today's Change ( 1.47 %) $ 0.89 Current Price $ 61.42 Key Data Points Market Cap $57B Day's Range $ 60.55 - $ 61.64 52wk Range $ 50.71 - $ 61.95 Volume 224K Avg Vol 6.4M Gross Margin 48.14 % Dividend Yield 5.68 % However, the Federal Reserve has reduced interest rates in recent months. That shou...

文章提及标的 利欧股份 -- 深股通 -- 利欧股份（002131）今日跌9.04%，成交额130.79亿元，换手率23.44%，盘后龙虎榜数据显示，深股通（885694）专用席位买入2.18亿元并卖出2.60亿元，有1家机构专用席位净卖出2.62亿元。

Stora Enso press release ( SEOJF ): Q4 Non-GAAP EPS of -€0.03. Revenue of €2.25B (-3.0% Y/Y). Adjusted EBIT decreased by 17% to EUR 100 (121) million, driven by lower pulp prices and adverse currency effects, as well as the ramp-up of the new line in Oulu, which impacted the Q4 result negatively by EUR 31 million. The adjusted EBIT margin decreased to 4.5% (5.2%). More on Stora Enso Oyj Stora Enso Oyj (SEOAY) Analyst/Investor Day Transcript Stora Enso Oyj (SEOAY) Analyst/Investor Day - Slideshow Stora Enso Oyj (SEOAY) Shareholder/Analyst Call Transcript Stora Enso to spin off €5.7B Swedish forest assets, creating Europe’s largest listed forestry pure play Seeking Alpha’s Quant Rating on Stora Enso Oyj

文章提及标的 中集集团 -- 深股通 -- 中集集团（000039）今日涨停，成交额18.63亿元，换手率7.25%，盘后龙虎榜数据显示，深股通（885694）专用席位买入8210.47万元并卖出1.44亿元，2家机构专用席位净买入1.42亿元，有2家机构专用席位净卖出3210.03万元。

专题：聚焦美股2025年第四季度财报 台湾顶尖芯片设计企业联发科周三表示，人工智能应用需求激增正给供应链带来压力并推高成本，公司将调整产品价格以应对这一情况。 受益于人工智能产业热潮，联发科、全球最大晶圆代工厂 台积电 等台湾科技企业的业务均出现大幅增长。 联发科总裁蔡力行在季度财报电话会议上表示，公司对未来发展前景充满信心，但同时也对供应链问题发出了预警。 他表示：“人工智能成为行业扩张的催化剂，推动需求激增，2026 年全球供应链难以充分满足日益增长的需求，导致整个供应链的成本全面上升。” 蔡力行补充道：“我们也将调整产品定价，以反映供应链成本的上涨，并基于整体盈利能力对各产品的供应进行分配。” 他并未进一步详细说明调整细节。 他重申了公司去年 10 月财报电话会议上的表态，联发科预计到 2027 年，其人工智能加速专用集成电路（ASIC）芯片将实现数十亿美元的营收。 蔡力行还提到，目前数据中心专用集成电路芯片的总可寻址市场（TAM）规模预计在 500 亿至 700 亿美元之间，较此前预估增加了 200 亿美元。 联发科已与英伟达合作，共同设计用于英伟达 DGX Spark 个人人工智能超级计算机的 GB10 Grace Blackwell 超级芯片，该产品已于去年上市销售。 蔡力行于周六出席了英伟达首席执行官黄仁勋在台北举办的台湾供应商高端晚宴。他表示，市场对 DGX Spark 的反馈 “非常积极”，并预计公司营收增长将在 2026 年进一步加速。 周三，联发科公布第四季度营收为 1502 亿新台币（约合 47.6 亿美元），同比增长 8.8%；净利润为 231 亿新台币，同比下降 3.6%。 联发科股价今年以来累计上涨 26%，跑赢大盘指数 11.5% 的涨幅。在财报发布前的周三收盘时，该股上涨 0.3%。 台积电上月公布，第四季度利润同比暴涨 35%，远超市场预期，创下历史新高。 责任编辑：郭明煜

文章提及标的 神农种业 -- 神农种业（300189）今日跌1.60%，成交额29.49亿元，换手率41.16%，盘后龙虎榜数据显示，有5家机构专用席位净卖出2.26亿元。

格隆汇2月4日｜德国化学巨头汉高(Henkel)同意以21亿欧元（25亿美元）从法国私募股权公司Wendel SE手中收购荷兰特种涂料公司Stahl Holdings BV。Wendel表示，持有Stahl超过30%股份的少数股东巴斯夫股份公司和科莱恩股份公司也将出售所持股份。Wendel的股价在巴黎早盘交易中一度上涨5.2%，创下自去年12月12日以来的最大盘中涨幅。巴斯夫股价在法兰克福一度攀升2.8%，而汉高股价微涨0.3%。

Why Is Nvidia Stock (NVDA) Falling Today? TipRanks

中通快递（HK2057）港交所公告，预计2025年收入总额介乎人民币485亿元至人民币500亿元，较2024年的人民币442.81亿元增长约9.5%至12.9%；预计2025年毛利介乎人民币121.5亿元至人民币125.5亿元，较2024年的人民币137.17亿元减少约8.5%至11.4%。收入总额的估计增长主要受包裹量由2024年的340.1亿件增加至2025年的385.2亿件(同比增长13.3%)所带动。

Translate webpages in Chrome: On your computer, open Chrome. Go to a webpage written in another language. At the top, click Translate. Chrome will translate the webpage one time. If you haven't installed Google Chrome. Please download and install it. Down

澳洲最大的再生能源項目「雪山2.0」水電工程，在超時七年、超支六倍的情況下仍未能完工，需要政府再追加撥款。 「雪山2.0」工程剛啟用新的鑽挖機，取代連續多次故障的舊機。這部名為「莫妮卡」的新機造價折合港幣三億七千萬元，令「雪山2.0」的開支進一步上升，需要再向政府要錢。 國營公司「雪山水電」的行政總裁巴恩斯解釋，這裡的地質較預期鬆軟，舊款鑽挖機陷入泥濘後動彈不得，需要換上不會被泥濘卡住的新型鑽挖機。 雪山水電公司行政總裁巴恩斯說︰「它配備了所有必要的設備，以防止陷入鬆軟的地層中。」 「雪山2.0」蓄電站，位於澳洲新南威爾士的大雪山，以一條27公里的隧道連接兩個現有的水壩，並興建一個地底發電站。當風電和太陽能供應過剩時，會用電力抽水至上壩，當電力供應不足時，再把水瀉到下壩，推動發電機產生電力，等於把多餘的再生能源儲存起來。 「雪山2.0」於2017年動工，原定在2021年供電，但現在押後至2028年，比原有計劃遲了七年，而成本亦由最初宣布的折合一百億港元，暴增六倍至相當於六百億港元。「雪山水電」正要求政府再追加撥款，但未有公布金額。

Palantir’s fourth-quarter earnings call turned into a geopolitical broadside as CEO Alexander Karp blasted Canada and much of Europe for falling behind in the artificial intelligence race, casting the global economy as a looming conflict between “AI haves” and “have-nots.”​ Speaking after Palantir reported 70% year-over-year revenue growth to $1.407 billion in the fourth quarter and a Rule of 40 score of 127, Karp argued that the company’s performance exposed a widening gap between countries and institutions willing to overhaul themselves around advanced AI software and those content to tinker at the margins. Noting that Palantir’s U.S. business grew 93% year-over-year in the fourth quarter, with America now accounting for 77% of total revenue, Karp asked hypothetically, “what do bombastic numbers like this mean?” It’s actually bad news that Palantir is “doing things unlike any other company has done,” he argued, because it raises another question: “this obviously has import for the world. And what does it mean for the world?” Karp as Davos Man 2.0 Echoing rhetoric from the Trump administration on display at the recent World Economic Forum in Davos (where Karp was a speaker), the Palantir CEO offered a withering critique of the companies failing to adopt AI. “We’ve also seen, unfortunately, that there’s a real hesitance to adopt these kind of products in the West outside of America, and the two places leading here are China and America,” he said. “What we’re seeing in America is so widely divergent. And so the non‑adopters, the have‑nots, are hoping for a catch‑up function.” Good luck, he seemed to say, asserting that Palantir’s earnings are a “breakout function” that mean “the way in which we view value is obviously no longer relevant.” The value being created by Palantir is “so large and so disproportionate that you can create a company that seemingly is exploding in terms of growth and quality of growth.” Then he named names, saying that Palantir sees adoption, s...

春节将至，巨头们的AI大战也进入了白热化时期。 1月25日，腾讯宣布2月1日在元宝App上线春节红包活动，用户可参与分享10亿元现金，并且可以无门槛提现至微信红包。 同一天，百度文心助手也官宣，自1月26日至3月12日，用户在百度APP使用文心助手，有机会瓜分5亿现金红包，最高可获得1万元奖励。 阿里的千问除了已经宣布的赞助B站跨年晚会和江苏卫视春节晚会外，春节档的千问APP的营销正在紧锣密鼓地准备中。 字节则已经拿下春晚冠名，让火山引擎和豆包AI助手联手，把AI深度融入了2026年央视春晚的互动环节。 巨头已经到齐，盛宴即将开场。 马化腾说，腾讯唯一花钱投入比较多的就是AI，希望元宝能重现11年前微信红包的时刻。 字节跳动已初步规划 2026 年AI领域资本支出约 1600 亿元人民币。 阿里巴巴管理层则在业绩会上表示，此前提出的3800亿元AI投入规划可能偏保守，不排除进一步增加投资的可能。 饱和式战争即将打响，AI下半场，谁也不想缺席。 01 从软件到硬件：全方位的AI流量争夺 一路行来，巨头之间的AI竞争，大体可以分为三个方面。 第一，AI赋能 在这个阶段，巨头们主要的发力点是在传统业务形态中嵌入AI能力。 以搜索为例，2025年3月，阿里巴巴将旗下的夸克浏览器改造为“AI超级框”，将对话、深度思考、深度搜索、深度研究，深度执行能力融合到一个简洁的“超级框”中。 紧接着，腾讯在5月份正式推出Qbot智能助手，将QQ浏览器全面升级，成为集AI搜索、AI办公、AI学习、AI写作、AI浏览于一体的浏览器。 百度则在2025年7月正式将传统搜索框改造为“智能框”，将搜索功能全面向AI驱动转型。 沿着相似的路径，美团已上线AI生活助手“小美”。 滴滴官宣与智谱AI达成战略合作。 携程也宣布其旅游平台正式升级至“智能引擎3.0”阶段，涵盖AI驱动的服务体验提升、AI流量分配、AI智能导购以及AI内容生成等多个维度。 截至目前，除了拼多多以外，几乎所有的互联网入口都已经变成了“AI+”。 AI赋能确实对巨头的部分业务起到了提振效果。 比如2025年前三季度，腾讯营销服务第三季度收入达362亿元，同比增长21%，显著高于集团整体15%的收入增速。 财报明确指出，这一强劲增长主要得益于“AI驱动的广告定向”所带来的eCPM提升。 尽管如此，AI赋能并未改变巨头间的竞争格局。 ...

歐盟據報將向美國提出，建立關鍵礦產夥伴關係計劃，共同抗衡中國影響力。在北京，外交部重申，各方都有責任，為維護關鍵礦產產供鏈穩定安全，發揮建設性作用。 彭博社引述知情人士報道，歐盟已準備就建立關鍵礦產夥伴關係計劃，同美國簽署諒解備忘錄，並計劃三個月內制定出「戰略夥伴關係路線圖」，共同抗衡中國影響力。 報道指，提案包含多種降低對中國關鍵礦產依賴的方法，並建議歐盟與美國，探索共同的關鍵礦產項目及價格支撐機制。又提出保護雙方市場，免受外部礦產供應過剩，及市場操控的策略。 而歐盟提案也要求雙方尊重彼此的領土完整性，分析認為這同美國總統特朗普，多次表明有意購買格陵蘭有關。 歐盟審計機構日前警告，若歐盟想擺脫對外國的依賴，實現2050年達致碳中和目標，必須於2030年前，加緊確保關鍵礦產原料供應。目前美國和歐盟都高度依賴中國的礦產，作為風力發電、太陽能、電動車等技術發展所需原料。 在北京，外交部重申各方都有責任，為維護關鍵礦產產供鏈穩定，發揮建設性作用。 外交部發言人林劍表示：「中方一貫認為，各國都應當遵守市場經濟原則和國際經貿規則，加強溝通對話，共同維護國際產供鏈的穩定暢通，推動世界經濟穩定發展。」 美國總統特朗普周一宣布，啟動名為「金庫計劃」的戰略關鍵礦產儲備計劃，投放近120億美元資金，為汽車及科技等企業，建立美國的礦產庫存，以減少依賴中國稀土。 美國內政部長伯古姆周二在會議中稱，包括日本、澳洲和南韓在內，已有約30個國家有意加入美方倡議的關鍵礦產貿易俱樂部，伯古姆指該俱樂部將實現免關稅貿易，設有礦產價格下限，能吸引長期資本投入。 特朗普重返白宮後，對全球多地發起關稅戰，中國以控制稀土等關鍵礦物出口管制，作為反制措施之一。全球約7成的稀土在中國開採，約9成的稀土在中國加工處理。

财联社2月4日讯（编辑 胡家荣） 港股三大指数表现不一。截至收盘，恒生指数涨0.05%，报26847.32点；科技指数跌1.84%，报5366.44点；国企指数跌0.05%，报9048.38点。 今日市场 从市场表现来看，煤炭、房地产、航空、医药等个股逆势走强，而SaaS、光通讯、AI应用等科技成长方向则普遍承压，市场情绪受内外因素交织影响。 焦炭首轮提涨落地 飞尚无烟煤领涨 截至收盘，飞尚无烟煤(01738.HK)涨20%、兖煤澳大利亚(03668.HK)涨11.05%、兖矿能源(01171.HK)涨10.58%。 催化因素来自行业价格信号：据卓创资讯，自1月30日起，唐山、邢台、天津、石家庄等地主流钢厂对湿熄焦炭统一上调50元/吨、干熄焦炭上调55元/吨，年内首轮调涨顺利落地。 广发证券分析指出，当前动力煤日耗维持中高位，春节临近供应端有所收窄，煤价有望保持稳定；焦炭下游采购情绪向好，价格稳中趋升预期强化，为板块提供支撑逻辑。 春运需求超预期 中国东方航空涨近7% 截至收盘，中国东方航空股份(00670.HK)涨6.72%、中国国航(00753.HK)涨6.20%、中国南方航空股份(01055.HK)涨5.57%。 2026年春运于2月2日正式启动，“人口流动潮”带动航空需求快速回升。航旅纵横数据显示，春运首日国内航线机票预订量超186万张，同比增加5%，出入境航线预订量超25万张，同比增加7%。 同程旅行指出，当前票价总体平稳，预计2月7日起将明显上扬。各航司动态增投热门航线运力，客座率持续攀升，基本面改善预期提振板块信心。 多重利好提振房地产股 世茂集团涨近15% 截至收盘，世茂集团(00813.HK)涨14.86%、新城发展(01030.HK)涨10.20%、融创中国(01918.HK)涨8.77%。 根据相关数据，2026年1月，核心城市二手房市场持续向好：北京网签量超1.5万套，连续三个月站稳1.4万套以上；上海连续三个月成交突破2.2万套；深圳网签6,802套，环比增长2.9%、同比增长45.5%，创近10个月新高；广州网签8,881套，市场活跃度与抗压能力同步增强。深圳市房地产中介协会指出，置业者信心已显著修复，市场明确走出阶段性低谷。 高盛指出，近日内地有报道指多间房地产开发商证实，中央监管机构已不再要求按月提交“三条红线”指标数据。而该行与几间...

當局計劃在古洞北新發展區，設立「北都核心展廳」，爭取明年啟用。 發展局局長甯漢豪說︰「這個新的北都核心展廳選址古洞北，原因是其鄰近即將於2027年啟用的東鐵綫古洞站，交通便利。展廳位置亦鄰近政府已決定，在古洞北落戶的國家發展成就館，日後可發展成展館建築群，而塱原自然生態公園亦在毗鄰，參觀展廳的人士可以順道遊覽該公園，了解北都『發展與保育並行』的理念和成果。北都核心展廳將採用更多創新科技，打造全景式互動平台，多媒體展示、多角度，彰顯北都作為香港未來發展的新引擎，讓市民更直觀了解規劃藍圖，投資者更具體認識北都的發展潛力。」