Beacon Bank & Trust trimmed its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.5% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 77,562 shares of the iPhone maker's stock after selling 1,956 shares during the quarter. Apple comprises 4.3% of Beacon Bank & Trust's portfolio, making the stock its 6th biggest holding. Beacon Bank & Trust's holdings in Apple were worth $19,750,000 as of its most recent SEC filing. Get Apple alerts: Sign Up Other hedge funds have also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Apple in the 2nd quarter valued at $38,942,255,000. Nuveen LLC bought a new position in Apple in the first quarter valued at about $17,472,482,000. PKS Advisory Services LLC increased its position in Apple by 98,917.0% in the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock worth $12,106,000 after purchasing an additional 57,898,088 shares during the period. Laurel Wealth Advisors LLC raised its holdings in 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 worth $5,553,753,000 after purchasing an additional 26,937,401 shares during the last quarter. Finally, Northern Trust Corp lifted its position in 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 purchasing an additional 20,079,472 shares during the period. Institutional investors own 67.73% of the company's stock. Apple News Roundup Here are the key news stories impacting Apple this week: Insiders Place Their Bets In other news, insider Chris Kondo sold 3,752 shares of the company's stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $271.23, for a total value of $1,017,654.96. Following the completion...

Astera Labs (NASDAQ:ALAB - Get Free Report) is expected to issue its Q4 2025 results after the market closes on Tuesday, February 10th. Analysts expect Astera Labs to post earnings of $0.51 per share and revenue of $249.4620 million for the quarter. Interested persons are encouraged to explore the company's upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Tuesday, February 10, 2026 at 4:30 PM ET. Get Astera Labs alerts: Sign Up Astera Labs (NASDAQ:ALAB - Get Free Report) last posted its quarterly earnings data on Tuesday, November 4th. The company reported $0.49 earnings per share for the quarter, beating the consensus estimate of $0.39 by $0.10. Astera Labs had a return on equity of 13.48% and a net margin of 27.50%.The business had revenue of $230.58 million during the quarter, compared to the consensus estimate of $206.42 million. During the same period in the prior year, the company earned $0.23 earnings per share. The company's revenue was up 103.9% compared to the same quarter last year. On average, analysts expect Astera Labs to post $0 EPS for the current fiscal year and $1 EPS for the next fiscal year. Astera Labs Price Performance Astera Labs stock opened at $152.44 on Tuesday. The stock has a market capitalization of $25.75 billion, a PE ratio of 137.33, a price-to-earnings-growth ratio of 2.05 and a beta of 1.51. Astera Labs has a 12 month low of $47.13 and a 12 month high of $262.90. The business has a 50 day simple moving average of $164.08 and a 200-day simple moving average of $172.65. Insider Activity at Astera Labs In other news, COO Sanjay Gajendra sold 90,459 shares of the stock in a transaction on Monday, November 17th. The shares were sold at an average price of $144.69, for a total value of $13,088,512.71. Following the completion of the sale, the chief operating officer owned 1,599,750 shares of the company's stock, valued at $231,467,827.50. This represents a 5.35% decrease in their ownership of the sto...

S Bank Fund Management Ltd decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 115,655 shares of the software giant's stock after selling 2,774 shares during the period. Microsoft comprises approximately 7.9% of S Bank Fund Management Ltd's holdings, making the stock its 2nd biggest holding. S Bank Fund Management Ltd's holdings in Microsoft were worth $59,904,000 at the end of the most recent quarter. Get Microsoft alerts: Sign Up A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC increased its position 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 worth $29,000 after purchasing an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new position in Microsoft in the third quarter worth about $38,000. LSV Asset Management bought a new stake in Microsoft in the fourth quarter valued at about $44,000. University of Illinois Foundation acquired a new stake in Microsoft during the second quarter valued at approximately $50,000. Finally, ROSS JOHNSON & Associates LLC raised 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 valued at $59,000 after buying an additional 95 shares in the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors. Insider Transactions at Microsoft In other Microsoft news, CEO Judson Althoff sold 12,750 shares of the business's stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $491.52, for a total transaction of $6,266,880.00. Following the sale, the chief executive officer directly ow...

Allianz Asset Management GmbH increased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 22.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,127,347 shares of the semiconductor company's stock after acquiring an additional 206,693 shares during the quarter. Allianz Asset Management GmbH's holdings in Taiwan Semiconductor Manufacturing were worth $314,857,000 as of its most recent filing with the SEC. Other hedge funds have also recently bought and sold shares of the company. Jennison Associates LLC raised its holdings in Taiwan Semiconductor Manufacturing by 26.7% in the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company's stock valued at $2,728,478,000 after acquiring an additional 2,537,760 shares in the last quarter. Brown Advisory Inc. increased its position in shares of Taiwan Semiconductor Manufacturing by 43.2% in the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company's stock worth $1,506,389,000 after purchasing an additional 2,006,745 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its stake in shares of Taiwan Semiconductor Manufacturing by 109.5% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company's stock valued at $798,640,000 after purchasing an additional 1,842,951 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its stake in shares of Taiwan Semiconductor Manufacturing by 268.2% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company's stock valued at $566,152,000 after purchasing an additional 1,820,852 shares in the last quarter. Finally, Alliancebernstein L.P. lifted its position in shares of Taiwan Semiconductor Man...

政府向七萬名有需要的長者，派發餐飲優惠券。 政務司司長陳國基、勞工及福利局局長孫玉菡，及多名飲食集團代表，下午在政府總部出席「愛心食肆賞你惠食」計劃啟動禮。 計劃至今已是第四輪，參與餐飲集團增至8間。會透過逾200間長者中心，將一套8張優惠券，派發予7萬名獨居、隱蔽長者及雙老住戶。 長者由大年初四，即本月20日至4月底，可以25元在8間集團食肆，購買午市或晚市指定菜式。 政務司司長陳國基表示︰「希望傳遞社會關懷，另一方面我們希望，大家一起共度溫馨新春佳節，特別是隱蔽長者，我們很關心他們。因為他們不出來接觸我們，有時我們也有些困難接觸他，希望透過給他們優惠券，吸引他們外出，多參與長者中心活動，希望多些朋友一起，令你們的生活開心些。」

Nichols & Pratt Advisers LLP MA Boosts Stock Position in QUALCOMM Incorporated $QCOM MarketBeat

Hartford Investment Management Co. cut its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 2.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 164,408 shares of the electric vehicle producer's stock after selling 4,637 shares during the period. Tesla accounts for 2.2% of Hartford Investment Management Co.'s holdings, making the stock its 8th biggest holding. Hartford Investment Management Co.'s holdings in Tesla were worth $73,116,000 as of its most recent SEC filing. Get Tesla alerts: Sign Up Other large investors also recently bought and sold shares of the company. Relyea Zuckerberg Hanson LLC lifted its position in shares of Tesla by 0.4% during the third quarter. Relyea Zuckerberg Hanson LLC now owns 6,558 shares of the electric vehicle producer's stock valued at $2,916,000 after buying an additional 23 shares during the last quarter. Equita Financial Network Inc. raised its stake in shares of Tesla by 2.8% during the 3rd quarter. Equita Financial Network Inc. now owns 855 shares of the electric vehicle producer's stock worth $380,000 after acquiring an additional 23 shares in the last quarter. VanderPol Investments L.L.C. lifted its position in 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 acquiring an additional 23 shares during the last quarter. Resonant Capital Advisors LLC grew its holdings in 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 purchasing an additional 23 shares during the last quarter. Finally, Cloud Capital Management LLC grew its holdings in Tesla by 1.1% in the third quarter. Cloud Capital Management LLC now owns 2,076 shares of the electric vehicle producer's stock worth $923,000 after purchasing an additional 23 shares during the l...

会议审议了选举办法（草案）。 2月3日下午，上海市政协举行十四届常委会第二十四次会议。市政协主席胡文容出席。 会议审议了政协上海市第十四届委员会常务委员会部分组成人员离任名单（草案）、增补政协上海市第十四届委员会常务委员会部分组成人员候选人建议人选名单。市委常委、统战部部长陈通作说明。 会议审议了选举办法（草案），总监票人、监票人名单（草案）。市政协副秘书长宋宗德作说明。 市政协副主席肖贵玉主持，副主席陈群、金兴明、黄震、虞丽娟、吴信宝、寿子琪、钱锋，秘书长周亚出席。

格隆汇2月3日｜日本最大炼油商Eneos控股株式会社正计划在新加坡等海外办事处扩充团队，以处理更多石油衍生品交易业务，此举旨在增强公司在主要交易中心的影响力。据知情人士透露，该公司拟扩大石油衍生品、套利交易、期差交易及其他纸货市场工具的交易规模。随着地缘政治风险超越市场供应过剩担忧，今年国际油市以剧烈波动开局。印度国有炼油商巴拉特石油公司也计划本月在新加坡设立交易部门。经历日本石油行业多年整合后，Eneos目前市值达3.6万亿日元（约230亿美元），已成为日本最大石油加工企业。

衞生署舉辦第二屆全校園健康計劃。 參與計劃的「健康促進學校」，由上屆僅30間增加至今屆近900間，佔全港學校逾七成六。計劃會向學校發放《健康報告》，針對每間學校的學生健康狀況，向校方提供建議。 醫務衞生局局長盧寵茂致辭時指，參與學校除了可令學生更健康外，亦可將相關知識及概念，教育家人、建立健康生活。 醫務衞生局局長盧寵茂表示︰「這些健康促進活動，不單可幫助學生，在座的老師可通過這些活動，自己也身體力行，叫學生運動時對老師也有推動作用。甚至很多學生回到家會與父母說，學校今天教我這件事，你不要經常坐、要做運動，甚至父親吸煙是不對的。這些有很大作用，對整個社會也有幫助。」

格隆汇2月3日｜碧桂园(2007.HK)公告，本公司及其附属公司连同其合营公司和联营公司于2026年1月单月实现归属本公司股东权益的合同销售金额约人民币22.1亿元，归属本公司股东权益的合同销售建筑面积约28万平方米。

壹连科技（301631）公告，持股617.59万股(占6.76%)的股东长江晨道拟在公告披露15个交易日后3个月内，以集中竞价或大宗交易方式减持不超过182.83万股，占公司总股本2.00%，减持价格不低于发行价。

Thapana Onphalai/iStock via Getty Images Market Environment During the fourth quarter, US equities delivered a solid 2.7% return, while the Bloomberg US Treasury Index gained a more modest 0.90%. Performance within the Treasury market was bifurcated; intermediate Treasuries gained 1.15% and significantly outperformed long-term Treasuries, which ended the quarter nearly flat at -0.05%. This divergence was driven by a steepening yield curve, as yields on the 30-year bond rose five basis points while intermediate yields declined. The broader Bloomberg US Aggregate Bond Index outperformed Treasuries with a 1.10% total return, largely propelled by the strength of Agency Mortgage-Backed Securities (MBS). The Agency MBS market, which returned 1.71% for the quarter and outperformed comparable Treasuries by 0.69%, was supported by historically low interest rate volatility and a nine-basis-point compression in option-adjusted spreads. In contrast, investment-grade corporate bonds slightly lagged Treasuries with a 0.84% total return, whereas securitized credit sectors managed to post modest outperformance. High-yield and emerging market sectors logged positive performance as well. US High-Yield and emerging market corporate bonds both returned 1.3%, while leveraged loans followed closely at 1.2%. Emerging market sovereign debt posted a particularly robust 2.5% return, an outperformance led primarily by a remarkable 36% surge in Venezuelan government debt. Rounding out the quarter, the US dollar appreciated by 0.6%, while oil prices faced downward pressure, ending the period with an 8% decline. Performance Review The Fund returned 1.23% (IS share class) during the quarter, outpacing the Bloomberg US Aggregate Bond Index which returned 1.10%. Though the Fund is not managed to a specific market benchmark, we expect that the long-term return profile will be comparable to that of the U.S. high yield corporate market. Contributors Security name Period return Portfolio impact US 10yr...

Karim Benzema’s move to Al-Hilal has cast fresh doubt on the future of Cristiano Ronaldo at Al-Nassr. The 40-year-old was missing from Monday’s 1-0 Saudi Pro League win at Al-Riyadh, the day Benzema’s move from Al-Ittihad to Al-Hilal was confirmed. Ronaldo is reportedly dissatisfied with how Saudi Arabia’s Public Investment Fund, which also has a stake in Newcastle, is controlling the affairs of both Al-Hilal and Al-Nassr, unhappy that a rival club have signed his former Real Madrid teammate. Sounds plausible? Dwight McNeil was all set to sign for Crystal Palace from Everton before Jean-Philippe Mateta’s switch to Milan fell through. The Eagles lodged a very late £20m bid for the former Burnley schemer, but reportedly moved the goalposts after failing to offload Mateta, preferring a loan deal with an option to buy instead. The agent Giuseppe Riso has scotched reports that his client, the Italy international Sandro Tonali, was offered to Arsenal before the transfer window slammed shut. Reports on Monday stated that an intermediary had dangled the midfielder’s services in front of the Premier League-leading Gunners but Riso has dismissed the story as “nonsense.” Tottenham failed to get a deal for the Monaco forward Maghnes Akliouche over the line – but may revisit the deal in the summer. Will that do anything to placate Spurs’ furious club captain Cristian Romero, who condemned the “disgraceful” lack of transfer activity at the north London club in a social media post on deadline-night? It seems unlikely. Tyrell Malacia, Manchester United’s left-back, is supposedly angry with the club’s director of football Jason Wilcox for putting the kibosh on a move to Besiktas. The plane due to take Malacia to Turkey was reportedly on the tarmac before Wilcox made it clear the 26-year-old Dutchman would be staying in England. Meanwhile, is Marcus Rashford happy in Barcelona? We’ve all wondered about that question and now it seems we have an answer. The on-loan Manchester United fo...

格隆汇2月3日｜摩根士丹利将L3Harris Technologies的目标价从367美元上调至390美元，维持“增持”评级。(格隆汇)

格隆汇2月3日｜富临精工公告，公司子公司江西升华新材料有限公司与贵州大龙汇成新材料有限公司签订《项目投资合作协议》，共同投资设立合资公司，新建年产50万吨草酸亚铁项目。目标公司注册资本为3亿元，其中江西升华出资2.7亿元，持股90%；大龙汇成出资3000万元，持股10%。项目预计总投资额度15亿元，计划于2026年9月30日前建成投产。

Seiko Epson press release ( SEKEY ): nine-month ended Dec 2025 Non-GAAP EPS of ¥110.63. Revenue of ¥1.04T (+2.0% Y/Y). More on Seiko Epson Seeking Alpha’s Quant Rating on Seiko Epson Historical earnings data for Seiko Epson Dividend scorecard for Seiko Epson Financial information for Seiko Epson

Oracle Stock (ORCL) Gains as $25B Bond Offering Attracts Heavy Demand TipRanks

文章提及标的 富临精工 -- 宁德时代 -- 富临精工（300432）公告，公司与宁德时代（300750）拟共同对公司控股子公司江西升华增资扩股。公司拟将所持江西升华5亿元债权转作增资，认购新增注册资本4.07亿元；宁德时代（300750）拟现金增资7.47亿元，认购新增注册资本6.07亿元。增资后，江西升华注册资本增至28.68亿元，公司持股比例降至64.3653%，宁德时代（300750）持股比例增至33.0000%。

昂际航电与中国商飞公司在新加坡航展期间正式签署《C929项目航电核心处理系统合作意向书》，意味着国产宽体客机的“大脑”供应商确定。C929飞机是中国商飞首款自主研发的远程宽体客机，航电系统相当于飞机的“大脑和中枢神经系统”， 昂际航电由GE航空航天和中航工业集团平股合资组建，此前已是国产C919飞机航电系统供应商。（第一财经）

These Buffett stocks could easily beat the market over the next 12 months. Sure, Warren Buffett has passed the torch as Berkshire Hathaway's (BRK.A +0.96%) (BRK.B +1.41%) CEO to Greg Abel. However, I still view all of the stocks currently in Berkshire's portfolio as Buffett stocks. They were all either personally picked by the legendary investor or by someone else operating under his watchful eye. Quite a few of the stocks Berkshire Hathaway owns are good picks right now. Here are three Buffett stocks to buy hand over fist in February. 1. Alphabet I was glad to see Buffett address one of his investing regrets last year by piling into Google parent Alphabet (GOOG +1.88%) (GOOGL +1.72%). The decision to buy this giant tech stock has been a great one so far: Since the end of the third quarter of 2025 (when Berkshire initiated its position), Alphabet's shares have soared nearly 40%. Expand NASDAQ : GOOGL Alphabet Today's Change ( 1.72 %) $ 5.80 Current Price $ 343.81 Key Data Points Market Cap $4.1T Day's Range $ 335.61 - $ 344.82 52wk Range $ 140.53 - $ 344.83 Volume 1M Avg Vol 35M Gross Margin 59.18 % Dividend Yield 0.24 % Artificial intelligence (AI) should remain the primary growth driver for Alphabet's shares this year. Incorporating generative AI into Google Search is paying off. Google Cloud continues to grow by leaps and bounds. Google's Gemini 3.0 AI model has been a big hit. Google's Tensor Processing Units (TPUs) are also gaining traction in the AI chip market. If you believe there won't be a bursting of an AI bubble anytime soon (as I do), Alphabet stock still appears to be a smart pick. 2. Apple Buffett slashed Berkshire's stake in Apple (AAPL +4.12%) over the last couple of years. I understand this move if it was to reduce exposure to a single stock and increase diversification. However, I also believe that February is a great time to load up on Apple. Expand NASDAQ : AAPL Apple Today's Change ( 4.12 %) $ 10.69 Current Price $ 270.17 Key Data Points Market...

格隆汇2月3日｜据快科技，段永平2月3日在雪球就i茅台与腾讯话题与网友互动。他引用i茅台数据：平台最近一个月拦截异常行为5.4亿次，月活用户1531万，成交订单212万笔，其中飞天茅台143万笔，按1499元/瓶计，该单品月成交额超21亿元。段永平指出软件抢单挤占普通用户机会，建议同一用户或IP设月度购买上限；为平抑抢购，茅台应年度温和涨价3%-5%，1%太少了，节奏优于数年一次性大幅调价。面对网友对腾讯股价“闪崩”及“元宝撒红包”活动的提问，他仅以“山崩地裂地掉了3%？”调侃回应，未给出明确观点。

2026年1月初，深圳南山科技园的inno100智能硬件集合店里，人头攒动。 货架上清一色是海外热销的“深圳爆款”：外骨骼机器人、3D打印机、AI玩具、无人机⋯⋯或是出自大疆、小米、华为等巨头前员工之手，或是由本地供应链几天内打样迭代而成，件件都是这轮“AI硬件”热潮的代表作。 深圳一家头部风投机构的投资人徐清站在一款名为“清闲”的智能办公椅前，反复试坐了三次。椅子能自动调节腰托、监测坐姿，甚至通过微震动提醒用户起身活动。他眼睛发亮，“这产品我们真想投”。 但很快，他的表情又黯淡下来，“高瓴刚投了它们”。这个项目徐清跟踪了几个月，美元基金一来，他就知道自己没有机会了，项目的估值几个月便翻了倍，“我们连尽调名单都没进”。 2025年的深圳智能硬件市场，宛如一个高速运转的造星工厂。 大量美元机构涌入，创业公司估值水涨船高；“大疆系”创业者群体崛起，各类细分场景的硬件层出不穷，以深圳为核心的中国智能硬件产业，正酝酿着一场席卷全球的品类重构。 这是“深圳速度”第一次如此具象地体现在创投领域，过去几年风险投资在深圳不算活跃，知名机构和投资人更多聚集在北京和上海。 一位深圳的FA（财务顾问）提到，现在但凡有大疆背景的创业团队出来，从种子轮融到B轮往往只隔三四个月，价格翻倍是常态。 这一轮投资深圳的代表性机构是红杉中国，红杉决策最快速的项目，从接触项目到下TS（投资意向书）仅需两三天。有些美元机构甚至可以现场拍板决策，当天打款。一些市场化的人民币机构也在积极参与，他们必须用“美元风格”来做投资：更高的估值、更快的决策效率。 企业信息查询平台天眼查数据显示，2025年深圳共有77家具身智能及相关智能硬件企业完成106起投资，同比分别增长51.0%、79.7%，披露投资总额约100.49亿元，较2024年翻了近7倍，成为国内智能硬件投资最活跃的区域。 这场发生在本土的资本盛宴中，深创投、高新投等深圳“土著”机构却集体缺位——它们手握地利、背靠政府资源，却眼睁睁看着外来的投资人们包圆了“大疆系”等优质项目，自己只能沉默旁观。 在一家深圳本土国资机构工作的王嘉乐去看项目，创始人直接说，“你们流程太慢，等你们走完内部会，我下一轮都融完了。”对于这些深圳本土投资人们来说，现在市场上项目分两种，一种是被美元基金抢的，一种是被剩下的。他们基本只能看后者。 故事的另一面是，过去几年，美元机构在中国...

TLDR AMD reports Q4 earnings Tuesday with analysts expecting revenue of $9.67 billion and adjusted EPS of $1.32 HSBC analyst Frank Lee raised AMD’s price target to $335 from $300, citing agentic AI as a catalyst for server CPU demand OpenAI is reportedly exploring alternatives to Nvidia chips, boosting AMD shares in after-hours trading AMD faces global memory shortage impacting PC makers, while data center revenue is projected at $4.97 billion, up 29% year-over-year CEO Lisa Su unveiled new products at CES 2026 including the Helios rack-scale server and MI500 series GPUs claiming 1,000x AI performance increase 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Advanced Micro Devices reports its fourth-quarter earnings Tuesday after market close. Wall Street expects revenue of $9.67 billion with adjusted earnings per share of $1.32. Advanced Micro Devices, Inc., AMD These numbers would represent growth from last year’s Q4 results of $7.7 billion in revenue and $1.09 EPS. For the current quarter, analysts project revenue of $9.42 billion and EPS of $1.23. The earnings come at a crucial time for the AI chip market. Microsoft and Meta reported their results last week, sparking mixed reactions about AI spending levels. AMD shares have climbed 114% over the past 12 months. Nvidia, its main competitor, rose 58% during the same period. On Friday, HSBC analyst Frank Lee raised his price target for AMD to $335 from $300. He maintained his Buy rating on the stock. Lee pointed to agentic AI as a major driver for server CPU demand. He believes AMD will capture a large portion of this opportunity. “We expect AMD to be a key beneficiary as the upside potential from server CPUs is not fully priced in,” Lee wrote in his research note. Memory Shortage Creates Headwinds AMD faces challenges from the global memory shortage. This supply constraint could force PC m...

格隆汇2月3日｜禾赛(HSAI.US)盘前涨3.99%，报23.96美元。消息面上，近日在2026年国际消费类电子产品展览会上，禾赛科技宣布，为满足ADAS及机器人领域日益增长的激光雷达需求，公司规划年产能将由2025年的200万台提升至2026年的400万台，实现翻番。(格隆汇)

文章提及标的 碧桂园 -- 碧桂园（HK2007）公告，集团及其附属公司、合营公司和联营公司于2026年1月单月共实现归属本公司股东权益的合同销售金额约人民币22.1亿元，归属本公司股东权益的合同销售建筑面积约28万平方米。

格隆汇2月3日｜旭光电子公告，公司2026年度拟向特定对象发行A股股票募集资金总额不超过人民币10亿元，扣除发行费用后将全部用于高压（72.5kV及以上）真空灭弧室扩能项目、等离子体加热大功率发射管、回旋管及瞬态能量管理开关研发及产业化项目及补充流动资金项目。本次向特定对象发行股票的数量按照募集资金总额除以发行价格确定，且不超过本次发行前公司总股本的30%，即不超过2.49亿股（含本数）。最终发行价格将由公司董事会根据股东会授权在本次发行申请通过上交所审核并经中国证监会同意注册后，按照相关法律法规、部门规章及规范性文件的规定，根据竞价结果与本次发行的保荐机构（主承销商）协商确定，但不低于前述发行底价。

aapl Will Apple Stock AAPL Break the Resistance on India Tax Win, Nvidia-Intel Chip Strategy? Investors are closely evaluating whether the current upswing has more room to run for AAPL shares, even though the company's fundamentals... Written by: Skerdian Meta • • 4 min read • Quick overview Apple's latest earnings report exceeded expectations, with total revenue reaching $143.8 billion and a notable 16% year-over-year increase. The company's stock saw a 4% increase following positive policy news from India, which supports Apple's manufacturing diversification efforts. iPhone sales surged to a record $85.3 billion, significantly outperforming analyst expectations and reinforcing its central role in Apple's ecosystem. While fundamentals remain strong, investors are cautious about sustaining growth amid high expectations and a complex global environment. Live AAPL Chart 0.0000 MARKETS TREND [[AAPL-graph]] Investors are closely evaluating whether the current upswing has more room to run for AAPL shares, even though the company’s fundamentals are still sound. Market Reaction: Strong Results, Cautious Optimism Apple’s latest earnings report comfortably exceeded expectations, yet the initial market reaction reflected restraint rather than outright enthusiasm. That caution faded on Monday, however, as Apple shares jumped roughly 4%, helped by positive policy news out of India and renewed optimism around the company’s supply-chain strategy. From a technical perspective, the stock is once again pressing higher and appears poised to resume its broader uptrend, provided it can clear the next resistance zone overhead. With momentum rebuilding, investors are reassessing whether Apple’s strong fundamentals justify a renewed push toward fresh highs. India Policy Shift Gives Apple a Strategic Boost A key catalyst for the renewed upside came from India, an increasingly important market and manufacturing hub for Apple. On Sunday, the Indian government announced that foreign companies...

通勤路上刷刷短视频、看两集电视剧，已经是很多打工人的日常生活，而这种简单的需求下，最怕的其实就是流量涨价。但低价流量套餐时代，或许真的要一去不复返了。 近期，中国移动、中国电信、中国联通三大运营商同日发布公告，这份公告非常明确地提到一件事，那就是电信服务相关的增值税税目适用范围调整，部分业务对应的增值税税率要从6%调整到9%。 更直白地说，这次的调整会影响到公司的收入和利润。 （图源：中国移动、中国联通、中国电信） 普通用户看到这句话，第一反应肯定就是话费又要涨价了。不过，套餐资费也不是说涨就涨的，至少目前而言，整体流量资费是呈下降趋势。那么增值税税率调整，到底有什么影响呢？ 三大运营商集体被涨税，套餐资费会涨吗？ 这次三大运营商集体发布的公告，真正引起广泛讨论的其实还是手机套餐资费到底涨不涨？公告里提到，电信服务相关业务的增值税税率，将从原来的6%调整为9%，而且三大运营商都明确表示，这项变化“会对公司收入和利润产生影响”。如此直白的用词，涨价可能是逃不开了。 实际上，这倒也不是税率一调整，资费就马上要涨的逻辑。 首先，按照财政部、税务总局的新规定，从2026年1月1日起，运营商提供的手机流量、短信和彩信、互联网宽带接入等服务，在税务上的归类发生了变化，那就是不再按“增值电信服务”计算，而是统一归入“基础电信服务”。 言下之意就是流量、宽带这些服务，已经是当下用户必备的服务，完全不需要流量的消费者可以说是微乎其微，因此这项服务也不再是从前的增值电信服务，而是基础电信服务。 （图源：Morder） 也因为这并不是突然多出来的一项新收费，也不是运营商额外向用户多收一笔钱，而是税务系统在重新划分业务类型，然后换了一个“马甲”。也就是说这笔费用本身就包含在用户套餐里，只是名字不同了。但不可忽视的是，税收的确是涨了，从6%调整到9%。 当然，增值税并不是企业赚了多少就交多少的税，它其实是交易附带的税，也就是本身就包含在商品里。你每个月交的话费，看起来是一笔固定金额，但这笔钱里面本身就包含了增值税，只是平时不会单独列出这部分的明细。 在税率从6%变成9%之后，如果套餐的“含税价格”保持不变，那么对用户来说，支出没有变化；但对运营商来说，同样一笔钱里，交给税务系统的部分变多了，真正能算作收入和利润的部分就变少了。 这也是为什么三大运营商在公告中强调的是“对收入和利润造成影响”，...

格隆汇2月3日｜伯恩斯坦将高通的目标价从215美元下调至200美元，仍维持“跑赢大市”评级。(格隆汇)