格隆汇2月4日｜《2025年国内外油气行业发展报告》指出，2025年全球油气市场供需宽松，国际油价波动下行，天然气市场由紧转松，区域能源消费分化显著，亚洲持续成为全球能源消费核心增长极。2025年，全球油气市场供需关系趋于宽松，布伦特原油全年均价68.19美元/桶、同比下跌14.62%，原油、天然气产量分别增长2.4%和3.1%。区域消费格局分化显著，亚太地区能源消费增速2.7%，贡献全球近80%的消费增量，欧洲及欧亚大陆则下降2.0%。全球乙烯产能向亚洲集中，我国乙烯产能居全球首位，区域产业竞争力进一步凸显。

imaginima/E+ via Getty Images The American Petroleum Institute reportedly shows a surprisingly large draw of 11.1M barrels of oil in U.S. commercial stockpiles for the week ending January 30, after declining by 247K barrels in the previous week. Gasoline inventories reportedly show a build of 4.7M barrels for the week, distillate inventories reportedly show a draw of 4.8M barrels, and Cushing inventories reportedly show a draw of 1.4M barrels. The Energy Information Administration is scheduled to release its weekly U.S. petroleum supply report on Wednesday; the average of analysts surveyed by The Wall Street Journal forecast domestic commercial crude stocks would come in roughly flat, gasoline inventories were expected to rise by 1.3M barrels, and distillate inventories were expected to decline by 2.4M barrels. WTI front-month March crude oil ( CL1:COM ) recently traded at $63.77/bbl after settling Tuesday at $63.21/bbl. ETF: ( USO ) More on crude oil U.S. November Oil Production Report Gold, Silver And Equities Evidence Positive Vol/Spot Correlation Commodities: Markets Stabilize After Heavy Sell-Off

(RTTNews) - The Taiwan stock market on Tuesday ended the two-day slide in which it had stumbled almost 250 points or 1.8 percent. The Taiwan Stock Exchange now rests just beneath the 14,550-point plateau although figures to see renewed selling pressure on Wednesday. The global forecast for the Asian markets is negative ahead of the FOMC's rate decision later today. The European and U.S. markets finished firmly in the red and the Asian bourses are expected to open in similar fashion. The TSE finished modestly higher on Tuesday following gains from the technology stocks and financial shares, while the cement companies were soft and the plastics were mixed. For the day, the index advanced 123.62 points or 0.86 percent to finish at 14,549.30 after trading between 14,461.39 and 14,558.72. Among the actives, Cathay Financial collected 0.70 percent, while CTBC Financial increased 0.18 percent, Fubon Financial perked 0.18 percent, First Financial fell 0.38 percent, Taiwan Semiconductor Manufacturing Company rallied 2.03 percent, United Microelectronics Corporation added 0.50 percent, Hon Hai Precision strengthened 1.40 percent, Largan Precision jumped 1.86 percent, Catcher Technology improved 1.44 percent, MediaTek rose 0.17 percent, Delta Electronics gained 0.74 percent, Novatek Microelectronics tumbled 2.40 percent, Formosa Plastics gathered 0.70 percent, Nan Ya Plastics sank 0.30 percent, Asia Cement slid 0.38 percent, Taiwan Cement lost 0.64 percent and Mega Financial and E Sun Financial were unchanged. The lead from Wall Street is soft as the major averages opened in the red on Tuesday and held their negative bias throughout the session. The Dow plunged 313.45 points or 1.01 percent to finish at 30,706.23, while the NASDAQ sank 109.97 points or 0.95 percent to end at 11,425.05 and the S&P 500 tumbled 43.96 points or 1.13 percent to close at 3,855.93. The weakness on Wall Street came as traders were jittery ahead of the Federal Reserve's monetary policy decision later t...

数据显示近两年回国求职留学生规模持续增长，海归人才加速流向新兴领域、薪资预期降低、向更低线城市流动的趋势明显 【财新网】 受国际环境复杂化、中国企业加速“出海”以及一系列就业支持政策出台等因素影响，2025年回国求职就业的留学生人数继续增长。其中，教培、咨询、互联网等行业仍为当前留学生国内就业的主要方向，但专用设备制造、医药制造、新材料、光电子、机器人等新兴领域的吸引力显著增强，海归人才需求量增长突出，相关数据领先各行业。 近日，智联招聘发布的《2025中国海归就业调查报告》（以下简称“智联《报告》”）显示了2025年留学生国内就业情况的上述特点。美国职场社交平台领英（LinkedIn）发布的《2025中国留学生归国求职洞察报告》（以下简称“领英《报告》”）同样显示了2025年中国留学生毕业后回国就业发展的增长趋势。而从求职偏好与招聘需求两端看，高科技、互联网、专业咨询、生物医药等行业主要承接海归人才就业去向。

格隆汇2月4日｜现货白银日内跌幅扩大至2%，报83.2美元/盎司。现货黄金短线下挫35美元，跌破4917美元/盎司，日内跌0.65%。

财联社2月4日讯，今日有1只新股申购，为北交所的海圣医疗；无新股上市。 今日申购新股 海圣医疗是面向全球的麻醉、监护类医疗器械综合产品提供商， 主营业务为麻醉、监护类医疗器械产品的研发、生产和销售，产品已广泛应用于麻醉科、ICU病房、急诊科等科室的终端临床需求。 公司2023-2025年营业收入分别为3.06亿元、3.04亿元、3.45亿元；净利润分别为7804万元、7092万元、8582万元。

Image source: The Motley Fool. Feb. 3, 2026 at 4:30 p.m. ET Call participants Chief Executive Officer — Yakov Faitelson Chief Financial Officer and Chief Operating Officer — Guy Melamed VP of Investor Relations — Tim Perz Takeaways SaaS ARR -- $638.5 million, comprising 86% of total ARR, up 32% year over year when excluding the impact of conversions. -- $638.5 million, comprising 86% of total ARR, up 32% year over year when excluding the impact of conversions. Total ARR -- $745.4 million, representing 16% year-over-year growth. -- $745.4 million, representing 16% year-over-year growth. ARR conversions -- Approximately $65 million in ARR was converted from self-hosted to SaaS in the quarter, including uplift. -- Approximately $65 million in ARR was converted from self-hosted to SaaS in the quarter, including uplift. Remaining non-SaaS ARR -- $105 million at period end, following significant conversion activity. -- $105 million at period end, following significant conversion activity. Guidance for non-SaaS conversions -- Management expects $50 million to $75 million of remaining self-hosted ARR to convert by year-end. -- Management expects $50 million to $75 million of remaining self-hosted ARR to convert by year-end. Subscription customer growth -- 6,400 customers at year-end, reflecting 14% year-over-year growth. -- 6,400 customers at year-end, reflecting 14% year-over-year growth. SaaS dollar-based net retention rate -- 110% for the period, reflecting only SaaS customers in both the prior and current year. -- 110% for the period, reflecting only SaaS customers in both the prior and current year. Renewal rate -- Over 90% for the year, with non-SaaS renewal activity described as “slightly below…historical level,” but improved over Q3 results. -- Over 90% for the year, with non-SaaS renewal activity described as “slightly below…historical level,” but improved over Q3 results. Free cash flow -- $131.9 million, an increase from $108.5 million in the prior year period. -...

白宫发言人称，美联储理事米兰（Stephen Miran）周二辞去了白宫经济顾问委员会主席一职。自去年特朗普总统任命米兰填补美联储理事会的一个意外空缺以来，米兰一直在从经济顾问委员会的职位上休假。 责任编辑：王永生

推荐：金融、互联网等行业增值税上调？税务专家称并无依据；奔驰回应经销商商会诉求 部分车型调降建议零售价 早上好，今天是2月4日星期三。过去24小时，哪些财经新闻对普通人影响更大，未来又有什么焦点事件被市场密切关注，早知道栏目从新闻汇总到快速解读，为你一网打尽。 24小时热点 2026年中央一号文件发布，锚定农业农村现代化 ，扎实推进乡村全面振兴。文件 首次系统性部署实施常态化精准帮扶 ；多措并举扩大乡村消费，支持新能源汽车、智能家电、绿色建材下乡； 持续整治农村高额彩礼，引导树立正确的婚恋观、生育观、家庭观 。 2月3日，贵金属全线反弹。截至4日早晨7点，白银84.68美元/盎司，现货黄金4947.57美元/盎司。上金所连发两则公告， 自2月4日结算时起黄金部分合约涨跌停板比例上调为16%，2月3日起白银延期合约保证金水平下调至23%。 金价震荡引发变现潮， 菜百首饰宣布自2月6日起暂停非交易日黄金回购并设限额。 业内人士提示，金价刚经历大跌，仍不确定是否将有进一步波动，建议以观望为主。 2月3日， 有关金融业、游戏等互联网行业上调增值税率的传言引发市场异动 ，专家称传言并无依据。近期比较确定的政策变化是

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Intel NASDAQ: INTC board member and executive Lip-Bu Tan used a wide-ranging conversation to outline what he described as a complex turnaround and expansion effort spanning the company’s core product roadmap and its ambitions to operate a general-purpose foundry business serving external customers. Get Intel alerts: Sign Up Balancing products and a service-oriented foundry Tan said he joined Intel’s board for two years before deciding to take on his current role, calling the company “iconic” and strategically important to the industry and the United States. He described his first 10 to 11 months as “marching off the map,” citing the need to respond to unexpected issues in real time. According to Tan, Intel must balance two major parts of its business: product development and the foundry operation. He said the intent is for Intel’s foundry to become a general-purpose foundry beyond building Intel’s own products. He also framed the foundry effort as a service business that requires a cultural shift and consistent execution, calling it “a business of grinding” in which trust is earned through predictable manufacturing performance. Process roadmap: 18A progress and focus on 14A Tan highlighted Intel’s 18A process node as a key near-term priority, saying that when he took over, yields were “quite poor.” He said he brought in help from industry contacts and companies including PDF Solutions and KLA to drive best-practice yield improvements. Tan stated he pushed for 7%–8% yield improvement per month and said he is now seeing that pace. He referenced Intel’s announcement of Panther Lake and said he can “really count on” the company’s fabs to produce it. He also said that “a couple of customers” have shown interest in 18A after seeing signs of progress, though he emphasized that he would not name customers due to confidentiality. Looking further out, Tan said Intel is “laser-focused” on 14A, which he described as the most advanced node in the roadmap. He said 14A is planned ...

Tan highlighted Intel’s 18A process node as a key near-term priority, saying that when he took over, yields were “quite poor.” He said he brought in help from industry contacts and companies including PDF Solutions and KLA to drive best-practice yield improvements. Tan stated he pushed for 7%–8% yield improvement per month and said he is now seeing that pace. According to Tan, Intel must balance two major parts of its business: product development and the foundry operation. He said the intent is for Intel’s foundry to become a general-purpose foundry beyond building Intel’s own products. He also framed the foundry effort as a service business that requires a cultural shift and consistent execution, calling it “a business of grinding” in which trust is earned through predictable manufacturing performance. Tan said he joined Intel’s board for two years before deciding to take on his current role, calling the company “iconic” and strategically important to the industry and the United States. He described his first 10 to 11 months as “marching off the map,” citing the need to respond to unexpected issues in real time. Intel (NASDAQ:INTC) board member and executive Lip-Bu Tan used a wide-ranging conversation to outline what he described as a complex turnaround and expansion effort spanning the company’s core product roadmap and its ambitions to operate a general-purpose foundry business serving external customers. AI infrastructure bottlenecks and competitive risks: Tan identifies memory as the biggest near-term constraint (with relief unlikely before 2028) and flags thermals, interconnects and software as other limits, while warning that China’s capabilities and open-source activity could accelerate competitive pressure. Foundry shift to a service model: Intel is repositioning as a general-purpose foundry that must deliver predictable manufacturing, process variation control and comprehensive IP (especially low-power IP), and plans to earn trust by having customers phas...

Amdocs NASDAQ: DOX reported first fiscal quarter 2026 results that management described as a “solid start” to the year, while highlighting continued investment in generative AI and data services, an expanded customer footprint in Europe, and the closing of its MATRIXX Software acquisition. The company also announced a planned CEO transition, with longtime executive Jimmy Hortick set to succeed Shuky Sheffer as president and CEO at the end of March 2026. Get Amdocs alerts: Sign Up First-quarter results and backlog For the first quarter, Amdocs reported revenue of $1.16 billion, which was slightly above the midpoint of its guidance range. Revenue increased 4.1% year-over-year on a reported basis and 3.5% in constant currency. Non-GAAP operating margin was 21.6%, improving by 40 basis points from a year ago and remaining stable sequentially, as the company balanced cost and efficiency initiatives with increased investment to support long-term growth. Non-GAAP diluted earnings per share were $1.81, above the guidance range, which management attributed primarily to a lower-than-expected tax rate for the quarter. Amdocs ended the quarter with 12-month backlog of $4.25 billion, up $60 million sequentially and 2.7% from a year earlier. Customer activity: T-Mobile agreement and European wins Management emphasized several customer developments during the quarter, including a new multi-year agreement with T-Mobile. Sheffer said the agreement includes managed services, software development, AI innovation, and integration work related to “common systems,” and that Amdocs is also supporting T-Mobile in the integration of UScellular. On the Q&A, Sheffer said the T-Mobile agreement is a five-year agreement, which he characterized as typical for long-term managed services engagements. Despite the renewal, Sheffer reiterated expectations that Amdocs will see a revenue decline with T-Mobile in fiscal 2026 due to a lower level of spending. He added that integration work is inherently n...

An executive from Amazon.com NASDAQ: AMZN took the stage at Cisco’s AI Summit to discuss what separates early-stage AI experimentation from successful production deployments, how AWS is thinking about “AI-first cloud” infrastructure, and why security, scaling, and sovereignty concerns are shaping enterprise adoption. Get Amazon.com alerts: Sign Up From proofs of concept to production: defining success up front The AWS speaker said one of the biggest gaps between companies running AI proofs of concept and those deploying AI in production is the lack of well-defined success criteria at the outset. Many organizations launched “hundreds of different experiments” as a learning journey but did not set clear goals, making it difficult to determine which initiatives should move into production. To illustrate, he described two conversations at the JPMorgan Health Conference about “ambient listening” systems that automatically generate physician notes and route information to electronic health records and insurers. In one case, an administrator said the rollout improved doctors’ work-life balance but did not save money. In another, a different administrator viewed the same type of benefits as a major win because it reduced expected attrition among clinicians. The contrast, he said, showed that “having that metric” and understanding the intended business value is critical—cost savings may not be the right yardstick for every use case. He added that the quality of metrics varies by function. Customer service deployments often come with clearer measurements, and coding-related rollouts also tend to have defined metrics. For broader workforce productivity use cases, he characterized metrics as “fuzzy,” with many companies lacking a strong measurement framework. Security and scaling challenges rise with agentic workflows Beyond measurement, he emphasized that security concerns are a major blocker, particularly as organizations move toward agentic workflows. He said companies worry...

亚马逊 的云计算高管表示，尽管许多初创公司和公司创始人杰夫-贝索斯（Jeff Bezos）一直在追求太空数据中心的想法，但太空数据中心离现实还 "相当遥远"。人工智能的爆炸式增长需要大量的计算能力和冷却系统，这给陆基数据中心的容量造成了压力。这促使云计算公司考虑替代方案，比如把设备送到陆地问题较少的太空。然而，亚马逊网络服务公司首席执行官马特-加曼（Matt Garman）在旧金山举行的 思科 人工智能峰会上表示，将服务器、卫星和其他设备送入轨道的难度很大，使得这一想法极难实现。"现在还没有足够的火箭来发射一百万颗卫星，所以我们离那个目标还很远，"当被问及这个想法时，他说道。"如果你想想现在把有效载荷送入太空的成本，那是非常庞大的。""这根本不经济，"他说。 责任编辑：王永生

PayPal NASDAQ: PYPL used its fourth-quarter and full-year 2025 earnings call to outline a leadership transition, review results across its diversified portfolio, and acknowledge slower-than-expected progress in modernizing online branded checkout—an area executives described as central to profitability. Get PayPal alerts: Sign Up Leadership transition tied to execution Management opened the call with a leadership announcement: the board appointed Enrique Lores, previously PayPal’s board chair, as the next president and CEO, effective March 1. The company said the move is intended to “accelerate execution” and bring more discipline to implementing strategic priorities. Jamie—who led the prepared remarks—said PayPal’s execution “has not been what it needs to be” and that the company “has not moved fast enough or with the level of focus required.” During the transition period, Jamie said he will serve as interim CEO while Steve Winoker partners with him and leads the finance function to ensure continuity. Board member David Dorman was named board chair, effective immediately. In Q&A, management emphasized that the CEO change was driven by execution rather than a major strategy reset. Jamie said the board’s decision was “based on execution,” adding that Enrique has been involved in shaping strategy, capital allocation priorities, and the 2026 guidance. 2025 results: growth drivers offset branded checkout pressure Steve said transaction margin dollars (excluding interest) grew 4% in the fourth quarter and 6% for the full year, citing broad-based drivers including credit performance, improved PSP profitability, Venmo monetization, and loss improvement across multiple products. He said that diversification helped offset headwinds in branded checkout. On the top line, the company reported: Total payment volume (TPV) of $475 billion in 4Q, up 9% spot and 6% currency-neutral; full-year TPV reached $1.8 trillion (up 7% spot and 6% currency-neutral). Fourth-quarter revenue grow...

全球最大的白银ETF iShares Silver Trust持仓量较前日减少108.89吨 2026-02-04 07:07:30 来源： 同花顺7x24快讯 分享 截至2026年02月03日，全球最大的白银ETF iShares Silver Trust持仓量为16437.70吨，较前一个交易日减少108.89吨。

全球最大的黄金ETF SPDR Gold Trust持仓较前日减少3.72吨 2026-02-04 07:07:13 来源： 同花顺7x24快讯 分享 文章提及标的 金ETF -- 截至2026年02月03日，全球最大的黄金ETF（518680） SPDR Gold Trust持仓量为1083.38吨，较前一个交易日减少3.72吨。

根据众议院星期二（2月3日）通过的拨款法案，对国土安全部的拨款仅延续至2月13日，两党议员须在那之前就这个问题达成协议。 （路透社档案照片） 美国由共和党主导的国会众议院投票通过政府拨款方案，结束为期四天的部分政府停摆。 综合美国广播公司（ABC）和法新社报道，这项政府拨款法案星期二（2月3日）以217票赞成、214票反对的微弱优势获得通过。 总统特朗普随后签署法案。他早前透露，众议院已接近达成方案，有望在星期二表决通过拨款法案，让过去几天停摆的政府机构重开。 这项拨款计划为战争部、教育部、财政部、劳工部和国务院提供资金支持，有效期至本财年结束。法案还包含一项为期两周的短期措施，确保国土安全部资金维持到下周结束。 众议院21名民主党人加入共和党阵营，支持这项拨款方案；同时有同等数量的共和党人投下反对票，拒绝接受民主党要求改革国土安全部的条件。 投票环节还因数名共和党人迟迟未表决而延迟约45分钟。共和党领导层最终说服反对者，确保方案获得足够票数推进。 尽管拨款方案获得通过，国会两院议员仍须在2月13日前，就国土安全部资金问题达成共识，否则它就会面临停摆。 此次围绕国土安全部的拨款争端，源于移民与海关执法局（ICE）1月在明尼苏达州明尼阿波利斯市枪杀两名美国公民事件。国土安全部新增拨款的谈判随之陷入僵局。 参议院上星期五（1月30日）通过一项拨款方案，为多数联邦机构提供资金至今年9月，同时通过为期两周的临时措施维持国土安全部运作，以便议员就移民执法政策进行协商。 不过，法案赶不及在周末前送交众议院表决，导致受影响的联邦机构星期六（31日）起开始停摆。 特朗普持续施压共和党人通过拨款法案，结束政府停摆。 他在社媒发文说：“我们会本着诚意共同解决相关问题，但绝不能再发生像去年夏天创纪录的43天停摆那样漫长、无意义且破坏性极大的政府停摆。”

Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 5 p.m. ET Call participants Chairman & Chief Executive Officer — Dirk Van de Put Chief Financial Officer — Luca Zaramella Vice President, Investor Relations — Shep Dunlap Takeaways Chocolate Pricing Strategy -- Management expects "flat pricing" for chocolate in 2026, supported by locked-in cocoa costs despite the recent sharp decline in spot cocoa prices. -- Management expects "flat pricing" for chocolate in 2026, supported by locked-in cocoa costs despite the recent sharp decline in spot cocoa prices. Volume and Consumption Trends -- Penetration rates for key brands remain stable, but consumption frequency and quantity decreased across markets; initiatives are targeting restoration of typical consumption patterns. -- Penetration rates for key brands remain stable, but consumption frequency and quantity decreased across markets; initiatives are targeting restoration of typical consumption patterns. Inventory Accounting Impact -- Chief Financial Officer Luca Zaramella said, “that is a one-time adjustment that takes place on the inventory, and that is causing in the first February, but predominantly in Q1, an impact that is at a billion dollars.” -- Chief Financial Officer Luca Zaramella said, “that is a one-time adjustment that takes place on the inventory, and that is causing in the first February, but predominantly in Q1, an impact that is at a billion dollars.” Guidance Range Rationale -- The guidance range for 2026 incorporates "recent and sudden cocoa dynamics" and potential shifts in competitor behavior, creating near-term uncertainty. -- The guidance range for 2026 incorporates "recent and sudden cocoa dynamics" and potential shifts in competitor behavior, creating near-term uncertainty. Emerging Markets Outlook -- High single-digit growth was achieved in emerging markets in 2025; similar volume-driven momentum is embedded in 2026 guidance, with less pricing contribution expected. -- High single-digit gro...

Image source: The Motley Fool. Feb. 3, 2026 at 5 p.m. ET Call participants Chairman, President, and Chief Executive Officer — Chris Koch Chief Financial Officer — Kevin Zdimal Vice President, Investor Relations — Mehul Patel Conference Moderator — Joelle Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $1.1 billion in fiscal Q4 (period ended Dec. 31, 2025), up 0.4%; full-year revenue was $5 billion. -- $1.1 billion in fiscal Q4 (period ended Dec. 31, 2025), up 0.4%; full-year revenue was $5 billion. Adjusted EPS -- $3.90 in fiscal Q4, representing a 13% decrease; full-year adjusted EPS was $19.40. -- $3.90 in fiscal Q4, representing a 13% decrease; full-year adjusted EPS was $19.40. Adjusted EBITDA margin -- 22.1% for fiscal Q4, down 300 basis points; full-year margin was 24.4%. -- 22.1% for fiscal Q4, down 300 basis points; full-year margin was 24.4%. Operating cash flow -- Exceeded $1 billion for the fourth consecutive year. -- Exceeded $1 billion for the fourth consecutive year. Free cash flow -- $972 million for the year, with a 19.4% margin, ahead of internal 15% target. -- $972 million for the year, with a 19.4% margin, ahead of internal 15% target. Share repurchases -- $1.3 billion returned to shareholders in 2025. -- $1.3 billion returned to shareholders in 2025. Dividend -- $181 million distributed and a 10% annual increase, marking the forty-ninth consecutive yearly raise. -- $181 million distributed and a 10% annual increase, marking the forty-ninth consecutive yearly raise. CCM segment performance -- Fiscal Q4 revenue of $827 million, down 0.8%; adjusted EBITDA was $222 million, 10% lower; margin dropped 260 basis points to 26.8%, mainly due to investments in innovation and service capabilities. -- Fiscal Q4 revenue of $827 million, down 0.8%; adjusted EBITDA was $222 million, 10% lower; margin dropped 260 basis points to 26.8%, mainly due to investments in innovation and service capabilities. CWT segment performance ...

(RTTNews) - The Singapore stock market on Tuesday ended the two-day slide in which it had fallen almost 40 points or 0.8 percent. Now at a fresh record closing high, the Straits Times Index sits just beneath the 4,950-point plateau although it's expected to open in the red again on Wednesday. The global forecast for the Asian markets is negative, with technology stocks expected to lead the markets lower. The European and U.S. markets were down and the Asian bourses figure to open in similar fashion. The STI finished sharply higher on Tuesday following gains from the financial shares, property stocks and industrial issues. For the day, the index climbed 51.82 points or 1.06 percent to finish at 4,944.09 after trading between 4,910.40 and 4,948.65. Among the actives, CapitaLand Investment climbed 0.97 percent, while City Developments vaulted 1.81 percent, DBS Group collected 0.29 percent, DFI Retail Group accelerated 2.91 percent, Hongkong Land soared 4.71 percent, Keppel DC REIT rose 0.44 percent, Keppel Ltd strengthened 1.30 percent, Mapletree Industrial Trust lost 0.48 percent, Mapletree Logistics Trust sank 0.76 percent, Oversea-Chinese Banking Corporation advanced 0.85 percent, SATS spiked 2.95 percent, Seatrium Limited gained 0.48 percent, SembCorp Industries added 0.67 percent, Singapore Airlines jumped 1.89 percent, Singapore Exchange rallied 2.51 percent, Singapore Technologies Engineering expanded 1.53 percent, SingTel surged 4.74 percent, Thai Beverage slumped 1.04 percent, United Overseas Bank perked 0.08 percent, UOL Group improved 0.83 percent, Wilmar International dropped 0.88 percent and Yangzijiang Shipbuilding, CapitaLand Ascendas REIT, CapitaLand Integrated Commercial Trust, Genting Singapore, Mapletree Pan Asia Commercial Trust, Frasers Logistics & Commercial Trust and Frasers Centrepoint Trust were unchanged. The lead from Wall Street is soft as the major averages opened mixed on Tuesday but quickly turned lower and spent the rest of the day large...

选定北京儿童医院、首都儿童医学中心的生长发育、营养、皮肤疾病专业试点。制度堵点是否打通？能否扩围？ 【财新网】 “禁止首诊”一直是国家卫健委给互联网诊疗划定的监管红线，但在日前，又罕见地同意北京开始为期一年的互联网诊疗首诊试点。 1月31日，国家卫生健康委办公厅在官网公布《关于同意北京市规范开展互联网诊疗首诊试点工作的函》，同意北京市卫健委依托北京儿童医院和首都儿童医学中心作为试点医疗机构，生长发育、营养、皮肤疾病3个亚专业作为试点诊疗专业，开展互联网诊疗首诊试点，试点自2026年1月至12月。 北京为何首开先河？北京市卫生健康委相关负责人介绍，北京优质医疗资源集中，外地患者来京就医需求大，部分三级医院重点科室外地患者占比很高。开展互联网诊疗首诊试点可进一步支持在京医院专家发挥专业优势，为外地患者提供更加高效的线上诊疗服务，避免外地患者长途奔波，显著降低患者及家属来京就医的交通成本、人力成本，同时有利于疏解非首都功能，契合北京“四个中心”的功能定位。

当19世纪的发明家们埋头于实验室追求技术突破时，一位美国经济学家却通过冰冷的数字发现了一个颠覆性的规律：市场需求才是拉动创新的真正引擎。 在纽约的一个档案馆里，一位中年经济学家正埋头于一堆泛黄的专利记录中。他不是在寻找某个改变世界的伟大发明，而是在计算专利数量与投资波动之间的关系。正是这种看似枯燥的工作，让他发现了技术创新背后隐藏的真相——市场需求对创新活动有着决定性影响。 这位经济学家就是雅各布·施穆克勒（Jacob Schmookler），创新经济学领域的关键人物。 他是20世纪美国最具洞察力的创新经济学先驱之一。这位宾夕法尼亚大学博士以实证研究方法革新了技术创新理论，其著作 《发明与经济增长》 被誉为该领域的里程碑式作品。他通过系统分析数十万项专利数据，首次实证了市场需求对技术创新的决定性影响，打破了“科学发现必然引领技术突破”的传统认知。施穆克勒提出的“创新双刃理论”强调供给(知识基础)与需求(市场拉动)如同剪刀的双刃般缺一不可，为当代创新政策制定提供了关键理论框架。其研究成果被诺贝尔经济学奖得主西蒙·库兹涅茨誉为“打开了技术创新的黑箱”，直接影响了后来国家创新系统理论的发展。尽管英年早逝，但他留下的学术遗产持续滋养着创新经济学、科技政策与管理学等多个学科领域。 在20世纪50-60年代，当大多数人将技术创新归功于天才发明家的灵光一现时，施穆克勒却用他严谨的实证研究向我们展示了一个不同的故事。 《发明与经济增长》 雅各布·施穆克勒 著 陈劲 姜智勇 译 中国人民大学出版社 2025年10月出版 NO.1 从数据中发现的规律 施穆克勒的创新之路与传统经济学家截然不同。当同时代的经济学家沉浸在抽象的理论模型中时，他将目光投向了历史的真实记录：专利数据、投资统计和行业发展趋势。 他最为人称道的研究是对19世纪至20世纪50年代美国铁路、石油精炼、造纸和农业等产业的深入分析。通过比较这些行业的投资、雇佣、股票变动与发明活动之间的关系，施穆克勒发现了一个令人惊讶的模式： 对于资本品的投资往往先于发明活动的高峰，而不是相反。换句话说，市场需求的变化通过影响投资规模，进而决定了技术创新的方向和强度。 这一发现直接挑战了当时占主导地位的“技术推动”创新模型，即认为技术创新主要来源于科学发现和技术发明本身的内在推动。 NO.2 需求拉动理论的诞生 1966年，施穆克勒发表了他...

Wall Street sentiment around software stocks went from bearish to doomsday with traders dumping shares as fears pile up about the potential destruction coming via artificial intelligence. The anxiety was underscored Tuesday after AI firm Anthropic released a productivity tool for in-house lawyers , sending legal software and publishing firms tumbling. Selling pressure was evident across the sector with London Stock Exchange Group falling 13%, while Thomson Reuters plunged as much as 21%. CS Disco sank as much as 14% and Legalzoom.com declined 19%. Concerns around software aren’t new: Last fall, Apollo Global Management’s John Zito stunned an audience in Toronto when he said the real threat for private capital markets wasn’t tariffs, inflation or a prolonged period of elevated interest rates. Rather, he said, “the real risk is— is software dead ?” Months later, investors are heading for the exits. “We call it the ‘SaaSpocalypse,’ an apocalypse for software-as-a-service stocks,” said Jeffrey Favuzza, who works on the equity trading desk at Jefferies. “Trading is very much ‘get me out’ style selling.” And here are a few of the alternative investment firms that got hit bad as a result . What You Need to Know Today Goldman Defense of Lawyer’s Epstein Ties Provokes Unease at Bank Recently released files show that before Kathy Ruemmler became the bank’s general counsel, she accepted tens of thousands of dollars in gifts from Jeffrey Epstein. Read the Story Bank of America has kicked off the sale of investment-grade dollar bonds , adding to a flurry of offerings by major Wall Street banks. Said to be offered were six-year fixed- and floating-rate notes as well as an 11-year fixed-rate security. Initial price talk for the latter was a premium 1 percentage point above Treasuries. Bank of America is the last of the six big Wall Street firms to sell debt following January’s release of fourth-quarter results. The group combined to offer $50.5 billion of high-grade notes last mon...

Key Points Many companies pay dividends, but not all of them are great dividend stocks. Conversely, an unusually high dividend yield often comes with at least one big downside. For most income-minded investors, creating a basket of quality dividend payers is the easiest and best choice. These 10 stocks could mint the next wave of millionaires › Do you need some regular cash flow from (or for) your investment portfolio? In the long run, dividend stocks are likely to be your best bet. Most of these names not only regularly raise their per-share payments, but these stocks themselves have the potential for much-needed price appreciation. Even income-seekers need some capital growth too! But how much dividend income can you generate with, say a quarter of a million dollars? At the risk of sounding coy, it depends. Apple (NASDAQ: AAPL) technically pays a dividend, but with a dividend yield of only 0.4%, a $250,000 holding would only produce about $1,000 worth of annual dividend income. That's not much. 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 » A stake of this same size in Kraft-Heinz (NASDAQ: KHC), on the other hand, would generate nearly $16,900 worth of yearly dividend income thanks to its yield of 6.9%. However, this stock's quarterly dividend payment hasn't budged since being reduced all the way back in 2019, and the stock has performed miserably that whole time. A reasonable and sustainable dividend yield at this time is one offered by an instrument like the iShares Select Dividend ETF (NASDAQ: DVY), which holds a basket of 100 high-quality blue chip stocks with a minimum of five years' worth of consistent dividend payments. Some of its holdings include tobacco giant Altria, utilities outfit Edison International, and food company Archer Daniels Midland. Its current dividend yield stands at 3.7%, which is enough to drive $9,250 worth of annua...

"In the future we welcome all newcomers. We are keen to see more competition. Comac has got its certification process to go through and at some point in the 2030s, we see that it will be an offering that would be attractive to ourselves and other carriers," Mike Szucs, chief executive of low-cost Philippines carrier Cebu Pacific told the BBC.

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Advanced Micro Devices CEO Lisa Su made a rare comment about future sales for both Valve’s Steam Machines and Microsoft’s next-generation Xbox. In her prepared remarks for the analyst earnings call today, Su said, “From a product standpoint, Valve is on-track to begin shipping its AMD-powered Steam Machine early this year, and development of Microsoft’s next-gen Xbox featuring an AMD semi-custom SoC is progressing well to support a launch in 2027.”

Source: Bloomberg, 28:08