作为智能眼镜领域的垂直玩家，刚拿到10亿元融资的雷鸟创新，正在进入一个并不轻松的阶段。 甜蜜在于，行业窗口终于被打开。过去几年持续押注智能眼镜的雷鸟，开始真正站在风口之上。 1月28日，扎克伯格在 Meta 的财报会议上直言，很难想象未来没有智能眼镜。他同时披露，过去一年里，Meta 智能眼镜销量增长了三倍，是消费电子史上增长最快的产品之一。 叠加此前阿里、谷歌、字节等大厂陆续入局，智能眼镜正在被推向一个千亿级以上的潜在市场。这意味着，雷鸟所处的赛道不再只是“长期主义的想象空间”，而是开始具备现实的商业回报预期。 但烦恼也在同步放大。 近期，vivo 叫停 AI 眼镜项目的消息，在行业内引发不小震动。这个决定，几乎把一个所有玩家都绕不开的问题摆到台前：当产品 SKU 越来越多，行业是否真的具备与之匹配的产品定义能力？ 作为一个被资本持续加注的科技细分赛道，智能眼镜正在快速滑向“功能堆叠”的同质化竞争路径。 语音交互、翻译、拍摄、导航被不断复制，产品形态高度趋同，反而让不少消费者陷入选择困难。与此同时，那些拥有数亿用户基础的大厂，仍在以更高频的新品发布和更亮眼的出货数据，对垂直厂商形成持续挤压。 技术逻辑，并不天然等于消费逻辑。看懂趋势，也未必就能赢下市场。 从更长的时间轴看，雷鸟此刻的位置其实已经相当清晰：行业正在加速启动，但竞争逻辑已经从“谁先入场”，转向“谁能穿越复杂的商业现实”。 这 10 亿元融资，更像是一张通行证。雷鸟终于被放进同一张牌桌，接受与大厂、头部玩家同维度的检验。而真正的考题，集中在“规模化、差异化、高端化”三道关口之上。 01 拿更多钱卖更多的货 10亿的资金无疑是一笔不菲的巨款，将对雷鸟发起出货层面的“规模化战役”产生重要影响。 从大盘看，机会正在被快速放大。 IDC数据显示，2025 年全球智能眼镜市场出货量1450.5万台，同比增长41.6%，中国市场继续稳居全球第一。艾瑞咨询则预计，到 2029 年全国智能眼镜市场规模有望达到1191.1亿元。 但增长并不意味着“好卖”。 一位长期从事消费电子的行业分析人士告诉「市象」，当前智能眼镜行业的核心矛盾，已经从“能不能做出来”，转向“能不能规模化卖出去”，而且供给端明显跑在了需求端前面。 供给侧的成熟度，已经肉眼可见。 在大模型融合的联合定义阶段下，从歌尔股份等产业链环节来看，光学器件、系统模...

四起回扣案曝光，药品、耗材是重灾区。 2月2日下午，国家医保局披露了一起关于李某涉骨科耗材回扣案，李某是陕西省安康市某骨科医院院长兼骨科四病区负责人。 经审理查明，李某非法收受医药企业财物共计272.05万元，其中绝大部分属于骨科耗材回扣。李某数罪并罚，被执行有期徒刑六年，并处罚金四十万元。 具体看，一是收受医疗耗材供应商贾某246.9万元。 2014年7月，贾某承接了向骨科医院供应医疗耗材的业务，他找到时任骨科医院骨四科主任李某，请托李某在耗材使用上为其提供帮助，并承诺按照供货总金额的35％按月向李某支付回扣款。李某表示同意，并决定在骨四科开展的手术中使用贾某供应的医疗耗材。 2014年7月至2017年3月，贾某向骨四科供应耗材总价705.46万元，向李某支付回扣款共计246.9万元，李某收受后主要用于了购买别墅、装修别墅和家庭生活消费。 据贾某证词，在与李某接触过程中，李某提出要按照行规给他拿回扣（按每月供货量的35%提成），且回扣款必须在次月的7日前以现金形式交付。 二是收受医疗耗材供应商孙某23.16万元。2017年10月，孙某代表某医疗器械公司与骨科医院签订医疗耗材供应协议后，找到时任骨科医院副院长兼骨四科负责人李某。孙某请托李某在耗材使用上为其提供帮助，并承诺按照供货总金额的30％向李某支付回扣款。2018年1月至2019年1月，孙某向骨四科供应耗材总价77.22万元，向李某支付回扣款共计23.16万元，李某收受后用于归还借款等个人开支。 据李某证词，本来科室主任是没有权力选择哪家医疗器械公司作为供应商的，但是当医院已经确定供应商名单后，骨四科在开展手术时可以选择使用某医疗器械公司供应的耗材，李某作为科室主任有权决定。从2018年开始，李某开始有意增加某医疗器械公司器械耗材的使用量。 国家医保局表示，医药商业贿赂本质上是通过给予不正当利益影响处方权，干扰正常诊疗行为，妨碍公平竞争，加重医药负担，使得医药产品销售从实际临床价值和产品的竞争力转为以高返点和高回扣驱动的不当竞争。根据本案事实，受贿人滥用作为科室主任的决定权，在可选择范围内优先采购或使用给予回扣的骨科耗材及药品，回扣比例高达35%，这也表明涉案的耗材价格至少存在三分之一的虚高空间。特别是案件中还提及涉案产品是贴牌耗材，意味着在不当利益驱动下，选择耗材的出发点已经发生偏离。虚高部分并没有用于提升产...

1月27日，世研指数正式发布《2025年度消费榜单：从指数看趋势，解码消费新浪潮》报告（简称“报告”），通过系统化分析2025年度热点品类、品牌及消费热点，为行业提供真实且可量化的市场热力图谱和前瞻性专业洞察，助力企业精准把握消费趋势、挖掘增长机遇。 世研指数 世研指数 本报告以“理性基石，价值回归”与“感性跃迁，场景融合”为核心观察主线，依托世研指数独家研发的消费指数评价系统，通过海量数据与多维指标分析，系统梳理出年度热点品类、品牌TOP100、十二大行业热点品牌、热点消费地图与热点事件等核心榜单内容，旨在客观、动态地呈现中国市场消费趋势。 年度热点品类榜 世研指数 粮油调味、生鲜食品等民生基本品类引发消费者高度关注，与此同时，手机通讯、智能设备、电脑整机等数码科技类品类集体上榜，显示科技消费持续渗透日常生活，智能化、便捷化成为升级方向。 年度全行业品牌TOP100 世研指数 3C数码&家用电器年度品牌榜 世研指数 在3C数码领域，苹果、华为、小米等品牌凭借在AI手机、折叠屏及智能穿戴等融合技术与形态创新，构建明显的品牌壁垒;而在家电行业，传统巨头与科技品牌正通过AI家电、智能清洁等场景化产品争夺生态入口，推动行业从单品智能向全屋智能升级。 世研指数 鞋服配饰&运动户外年度品牌榜 世研指数 户外风潮正重塑两大行业的基本盘，以安踏、李宁为代表的国产运动品牌借势向上，凭借功能科技与美学风格，反向渗透大众日常服饰，催生“全民户外化”消费。同时，传统时尚品牌借势户外元素实现风格焕新，在功能科技与生活美学之间寻找新平衡。 世研指数 宠物用品年度品牌榜 世研指数 宠物消费正从“养活”迈向“养好”，驱动品牌围绕科学化和高端化竞争加速，其中头部国产品牌，通过聚焦“鲜肉”、“天然”等成分创新，推动宠物主粮升级实现高端突围。同时，“拟人化”趋势催生了宠物智能用品、宠物服饰、宠物玩具等增量赛道。 世研指数 更多行业品牌榜单详见报告 年度品牌趋势总览 世研指数 年度消费热点地图 社会民生与科技数码构成年度消费热点两大主引擎，与时令节奏、文旅情绪交织共振，共同塑造了层次丰富、相互联动的年度消费脉搏。 世研指数 世研指数 从具体消费热点事件来看，2025年消费的核心驱动力已从传统节日大促，裂变为由社会情绪、科技新品、爆款文化IP及生活仪式感共同编织的多元节点网络，标志着消费场景进入“无处不热...

小米集團－Ｗ(01810)出現大手買入15.94萬股，成交價$34.54，涉資550.568萬 AASTOCKS.com

Gold and silver prices have plunged, as a “meltdown” in the metals market deepened and rattled stock exchanges around the world. Gold prices tumbled by 8% to $4,465 an ounce on Monday, ending a run of record highs that took it to nearly $5,600 just last week, before recovering some ground. Silver fell by 7%, after a 30% slump on Friday. Both metals had hit successive highs in recent weeks, as investors sought safe haven assets amid rising geopolitical tensions and fears around the independence of the US Federal Reserve. Donald Trump triggered the sell-off on Friday, after he said he would nominate Kevin Warsh, a former Fed governor and respected central banker, to be the next chair of the Federal Reserve. Warsh will succeed Jerome Powell when his term ends in May, if confirmed by the Senate. Trump said on Friday that he had not asked Warsh to commit to rate cuts. Susannah Streeter, of the broker Wealth Club, said the metals sell-off reflected relief that a “Trump cheerleader” would not be installed at the central bank. “Now financial industry heavyweight Kevin Warsh has been anointed as successor, with deep Fed experience, he’s not expected to be a pushover and that’s sparked this big reversal of safe-haven positions,” she said. Michael Brown, senior research strategist at Pepperstone, described Friday’s sell-off as a “meltdown in the metals space”. View image in fullscreen Kevin Warsh. Photograph: Brendan McDermid/Reuters The price of industrial metals, which had swept up in the metals rally, also dropped on Monday, with platinum and copper down 10% and 9%, respectively. The sell-off reverberated across global stock markets too. Futures tracking America’s S&P 500 and the Nasdaq pointed to a loss of 0.9% and 1.2%. In the UK, the blue-chip FTSE 100 index slipped by 0.4% in early trading, led by losses in precious metal miners Endeavour Mining, Fresnillo and Antofagasta, which all fell by more than 5% early on. The pan-European STOXX 600 index slipped by 0.4%. Meanwhi...

Guerra Advisors Inc raised its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 116.6% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 8,457 shares of the semiconductor company's stock after acquiring an additional 4,552 shares during the quarter. Guerra Advisors Inc's holdings in Taiwan Semiconductor Manufacturing were worth $2,362,000 as of its most recent SEC filing. Several other large investors have also recently modified their holdings of the business. Massachusetts Financial Services Co. MA grew its position in shares of Taiwan Semiconductor Manufacturing by 3.6% in the 3rd 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 buying an additional 541,047 shares during the last quarter. Bank of America Corp DE raised its position in shares of Taiwan Semiconductor Manufacturing by 0.8% during the second quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company's stock worth $3,353,348,000 after acquiring an additional 115,158 shares during the last quarter. Jennison Associates LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 4.5% in the third quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company's stock worth $3,516,692,000 after acquiring an additional 544,750 shares during the period. Alliancebernstein L.P. boosted its holdings in Taiwan Semiconductor Manufacturing by 18.0% in the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company's stock valued at $2,368,587,000 after acquiring an additional 1,593,786 shares during the last quarter. Finally, WCM Investment Management LLC increased its position in Taiwan Semiconductor Manufacturing by 3.3% during the 2nd quarter. WCM Investment Management LLC now owns 10,058,659 shares of the semiconductor company's ...

Egypt’s new administrative capital got its first international flight connection, a boost for the ambitious megaproject that seeks to ease pressure on congested historic Cairo. Air Cairo began scheduled flights from the Capital International Airport to Jeddah, Saudi Arabia on Sunday, according to a statement from the Aviation Ministry. The low-cost carrier will operate six services per week to the Red Sea city. The flights are the latest bid to increase access to the showpiece New Administrative Capital, which has been taking shape about 30 miles east of historic Cairo since 2015. Under a three-phase project, a 700 square-kilometer (270 square-mile) swath of desert — roughly equal to the size of Singapore — is being turned into a modern hub for government buildings, embassies and major companies. It also boasts Africa’s tallest tower. A monorail will eventually link it to downtown Cairo and across the Nile River to Giza. Read More: Morocco, Egypt Set New Records as Africa’s Most-Visited Nations The flight connection is in line with government efforts to integrate and maximize the use of new airports, boost traffic to the new capital and alleviate pressure on other facilities, particularly Cairo International Airport, the ministry said. Greater Cairo is Africa’s largest city, home to more than 20 million people. The country attracted a record 19 million tourist arrivals last year, second only to Morocco on the continent.

Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today: Ascend Wellness Holdings, Inc. AAWH is a cannabis company. The Zacks Consensus Estimate for its current year earnings has been revised 23.5% downward over the last 60 days. Aytu BioPharma, Inc. AYTU is a pharmaceutical company. The Zacks Consensus Estimate for its current year earnings has been revised 20% downward over the last 60 days. California BanCorp BCAL is a bank holding company. The Zacks Consensus Estimate for its current year earnings has been revised 6.7% downward over the last 60 days. View the entire Zacks Rank #5 List. #1 Semiconductor Stock to Buy (Not NVDA) The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow. One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Aytu BioPharma Inc. (AYTU) : Free Stock Analysis Report Ascend Wellness Holdings, Inc. (AAWH) : Free Stock Analysis Report California BanCorp (BCAL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Written by Emily J. Thompson , Senior Investment Analyst Source: seekingalpha ORCL $ 164.58 + Infinity % 1D 1D 5D 1M 3M 6M YTD 1Y 5Y 1D Line Candle Analyst Views on ORCL Wall Street analysts forecast ORCL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ORCL is 309.59 USD with a low forecast of 180.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals. 34 Analyst Rating Wall Street analysts forecast ORCL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ORCL is 309.59 USD with a low forecast of 180.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals. 25 Buy 9 Hold 0 Sell Moderate Buy Current: 169.010 Low 180.00 Averages 309.59 High 400.00 Current: 169.010 Low 180.00 Averages 309.59 High 400.00 Morgan Stanley Equal Weight downgrade $320 -> $213 2026-01-23 Reason Morgan Stanley Price Target $320 -> $213 AI Analysis 2026-01-23 downgrade Equal Weight Reason Morgan Stanley lowered the firm's price target on Oracle to $213 from $320 and keeps an Equal Weight rating on the shares. GPU-as-a-Service is "a sizable revenue opportunity," but the firm's work suggests the buildout will push Oracle EPS below targets and drive materially higher funding needs, the analyst says. The firm struggles to see a viable path to Oracle's EPS targets, which is a view factored into the current share price and reduced price target, the analyst tells investors. Meanwhile, even after underperformance, the firm thinks key risks, including its own new higher forecasts for funding needs and...

电投水电（600292）公告，公司计划通过并购贷款方式筹集资金，金额不超过36.04亿元，以满足重大资产重组项目的现金支付需求。本次交易对价中36.04亿元为现金支付对价，需在股权交割日内6个月完成支付。公司已取得证监会同意本次交易的注册批复，并完成资产交割和对价股份发行上市。

严寒下德国数万公共交通员工罢工，导致全国交通受阻，工会警告或有进一步行动。 （彭博社） 在严寒天气下，德国数万名公共交通员工星期一（2月2日）举行罢工，导致全国大多数城市的公交和有轨电车服务停摆，通勤者出行严重受阻。 路透社报道，代表近10万名交通从业人员的Verdi工会，上周与地方政府和州政府雇主就工作条件的谈判陷入僵局后，发起了此次罢工行动。 工会要求缩短轮班时间、延长休息时段，并提高夜班和周末工作的薪酬，而各地城市政府则面临财政吃紧的压力。 此次停工行动影响了德国16个联邦州中除一个州以外的约150家市政交通公司，包括柏林、汉堡和不来梅等主要城市。这是近年来地方公共交通领域规模最大的协调行动之一。 工会说，在斯图加特、卡尔斯鲁厄和弗赖堡，公共交通服务全天停运。 德国多地气温降至零度以下，令被迫寻找替代交通方式的通勤者处境更加艰难。 不过，德国铁路公司（Deutsche Bahn）上周称，由于城市轨道交通S-Bahn员工不隶属于Verdi工会，包括柏林、汉堡、慕尼黑和斯图加特在内多座城市的S-Bahn列车，以及长途列车服务，周一将照常运行。 Verdi与雇主协会之间的谈判气氛紧张，工会领导层指责地方政府试图削减福利并延长工时。 下一轮谈判定于2月9日举行。 工会领导人警告称，若雇主方面未作出实质性让步，不排除采取进一步工业行动。

Palantir billionaire Peter Thiel sells Nvidia and Tesla, and buys 2 AI stocks that now account for 61% of his portfolio MSN

The REIT is off to a great start in 2026. I made three bold predictions for Realty Income (O +1.07%) earlier this month. One of those was that the real estate investment trust (REIT) would continue its international expansion in the new year. It didn't take long for this prediction to come true, as it announced its first investment in Mexico a week later. Here's a recap of that prediction and two more things I still see ahead for the REIT this year. Prediction fulfilled On Jan. 12, Realty Income announced the establishment of a strategic relationship with GIC, Singapore's sovereign wealth fund. The partnership initially entails: The formation of a joint venture to invest over $1.5 billion in build-to-suit logistics real estate. GIC is becoming a cornerstone investor in Realty Income's U.S. Core Plus fund. Construction financing and takeout purchase commitment of a $200 million industrial portfolio in Mexico by Realty Income, representing the REIT's first investment in the country. I had predicted that Realty Income would continue its international expansion this year, with growth in the Americas region outside the U.S. among my likely guesses. I also thought the REIT might expand internationally through a partnership, which is exactly what happened. While Realty Income has already expanded into one new country this year, I don't think it will be the last. It doesn't own any properties in Canada and is only in eight European countries. I wouldn't be surprised to see it expand into additional countries over the next year. Expand NYSE : O Realty Income Today's Change ( 1.07 %) $ 0.65 Current Price $ 61.16 Key Data Points Market Cap $56B Day's Range $ 60.40 - $ 61.23 52wk Range $ 50.71 - $ 61.95 Volume 19K Avg Vol 6.4M Gross Margin 48.14 % Dividend Yield 5.71 % 2 more to go Additional international expansion isn't the only thing I see ahead for the REIT this year. I also expect it to continue adding new property verticals to its portfolio. It has grown from a focus on U...

两名知情人士透露，巴西电信运营商 TIM 公司正洽谈回购其此前控股的光纤网络业务 51% 的股权，这笔交易的估值约为 1.7 亿美元。 由意大利电信控股的 TIM 公司，曾在 2021 年将其持有的 I-Systems 公司（彼时名为光纤合作公司）该部分股权，出售给独立通信基础设施企业艾赫斯铁塔公司。 过去十年间，全球电信运营商纷纷剥离通信铁塔与光纤网络资产，一方面为了回笼资金，另一方面也为了分摊通信基础设施扩建所需的巨额投资成本。 但艾赫斯铁塔公司与巴西其他中立光纤运营商一样，始终未能为 I-Systems 打造独立运营模式积累足够的客户规模，发展遇阻。 这两名因谈判尚未公开而要求匿名的知情人士表示，此次拟回购的股权估值约 9 亿雷亚尔（折合 1.7105 亿美元），回购完成后，巴西 TIM 公司将获得该光纤业务的完全运营控制权。 TIM 公司或最早 2 月 10 日批准交易 知情人士称，意大利电信上月已授权其持股 67% 的 TIM 公司推进此次回购谈判，并委任罗斯柴尔德公司担任该交易的财务顾问。 他们表示，TIM 公司最早可能在 2 月 10 日召开全年业绩董事会时，批准这项潜在交易，但同时也提醒，谈判进程或耗时更久。 目前，TIM 公司、意大利电信及罗斯柴尔德公司的发言人均拒绝就此置评，艾赫斯铁塔公司暂未回应置评请求。 此次 TIM 公司拟回购艾赫斯铁塔公司持有的 I-Systems 股权，与竞争对手巴西威沃电信的举措如出一辙 —— 威沃电信去年已收回巴西光纤公司的全部所有权，该光纤合资企业由威沃电信于 2020 年发起成立。 据 I-Systems 官网信息，该公司业务覆盖巴西 41 座城市，光纤网络触达区域的家庭数量达 930 万户。 在当前的合资架构下，I-Systems 为 TIM 公司承建新的光纤基础设施并负责运营维护，而 TIM 公司则依据长期主服务协议，成为该公司的核心租户。 责任编辑：郭明煜

九联科技（688609）公告，公司实控人、董事詹启军和林榕通过询价转让方式分别减持897.98万股和602.02万股，合计转让1500万股，占公司总股本的3.00%。转让后，詹启军和林榕合计持有公司8747.27万股，占公司总股本的比例由20.49%减少至17.49%。

小鵬汽車－Ｗ(09868)出現大手賣出18.8萬股，成交價$66.0，涉資1.241千萬 AASTOCKS.com

Shell CEO says LNG sector growing faster than gas, around 3% per annum Reuters

百度集團－ＳＷ(09888)出現大手賣出3.6萬股，成交價$147.0，涉資529.2萬 AASTOCKS.com

Impact Capital Partners LLC lifted its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 4.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 82,997 shares of the computer hardware maker's stock after acquiring an additional 3,882 shares during the period. NVIDIA makes up 4.7% of Impact Capital Partners LLC's holdings, making the stock its 2nd biggest holding. Impact Capital Partners LLC's holdings in NVIDIA were worth $15,486,000 as of its most recent SEC filing. Several other large investors have also added to or reduced their stakes in the business. Harbor Asset Planning Inc. purchased a new position in NVIDIA during the second quarter worth about $28,000. Winnow Wealth LLC purchased a new position in shares of NVIDIA in the 2nd quarter worth approximately $32,000. Longfellow Investment Management Co. LLC grew its holdings in shares of NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after acquiring an additional 67 shares in the last quarter. Spurstone Advisory Services LLC purchased a new stake in shares of NVIDIA during the second quarter valued at approximately $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new stake in NVIDIA during the second quarter worth $54,000. Institutional investors own 65.27% of the company's stock. Get NVIDIA alerts: Sign Up More NVIDIA News Here are the key news stories impacting NVIDIA this week: Insider Buying and Selling In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the firm's stock in a transaction on Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the transaction, the director directly owned 6,933,280 shares of the company's stock, valued at $1,229,478,542.40. This ...

Chinese electric-vehicle stocks dropped on Monday after manufacturers reported weak January sales due to waning government support. Market leader BYD said it sold about 210,000 vehicles in the month— down 30% from January last year and missing expectations, according to Citi.

近期在本港和日本發生的日圓劫案，據報有事主打算帶現金，來港買貴金屬賺取稅差，有業界人士指，法例對大額買賣有限制，認為做法不尋常。 香港及日本上周先後發生搶劫日圓案件，據報有受害人聲稱，帶現金來香港，購買貴金屬賺取稅差。 有本港業界人士指，近年貴金屬價格波動，多了內地及東南亞地區客人買賣金條投資，但鮮有聽聞賺取稅差，不排除有人刻意不報關出口。 九龍珠石玉器金銀首飾業商會理事長劉克斌指出：「他進出是自由的，只是要報關，如果他刻意不報關，是海關問題。如果在香港，客人買金是無稅問題，除非是帶出境回到居所地方，相關國家可能有稅收安排，這方面各地各國稅制不同，我們很難評估客人買金後拿去哪裡。」 本港法例規定，在港買賣貴金屬及寶石，總額為12萬元或以上，均須向海關註冊，劉克斌指規例下，以現金交易的客戶並不多。 劉克斌稱：「要登記客人一些背景資料，例如姓名、地址，或經營公司要登記公司資料，現時計門市平均一個月只有一、兩宗，超過12萬元以上的現金交易。」 本港海關稱，去年查獲6宗走私黃金出口案件，與前一年相若，但檢獲黃金數量多了178公斤，總值近3.2億港元，其中去年3月在一批空運貨物中，檢獲破紀錄的145公斤金條，市值1.1億元。 日本海關當局早前發文，指自當地消費稅，提高到百分之10後，關注到走私黃金增加。並在網頁以香港為例子，指有走私客會用現金，在香港購入黃金後走私到日本，並在當地以完稅後的價錢，賣給黃金收購商，藉此賺取一成稅差。 日本當局提醒，走私黃金最高可判監5年，和處罰相等於走私黃金價值5倍的罰款。

Oracle (ORCL) call put ratio 1.2 calls to 1 put StreetInsider

日本警方繼續調查東京市區同羽田機場發生的兩宗日圓劫案。其中羽田機場案同上環日圓劫案據報相關，日本共同社報道，羽田機場案事主事後攜款前往香港後再被劫。 日本共同社報道，東京警視廳推測，上環上周五逾5千萬日圓劫案中被搶走的款項，是同日較早的羽田機場劫案中，未被搶去現金的一部分。 上周五凌晨，羽田機場3號客運大樓附近的停車場，一名30多歲的貨幣兌換公司社長，及一名50多歲男子等一行人，準備把約1.9億日圓，折合約960萬港元的現金，運往香港。 他們被匪徒用懷疑胡椒噴霧攻擊，現金沒有被搶走，報道指，案發後部分人繼續前往香港。抵港後，該名50多歲男子和另一位同行人士再在上環遇劫，被搶走其中一個裝有5,100萬日圓的背包，折合約250萬港元。 羽田機場案發前幾小時，日本東京市中心台東區上野JR御徒町站附近，三名男子用胡椒噴霧，襲擊從事運鈔工作的三名日本人和兩名中國人，搶走共裝有逾四億日圓，折合約2,100萬港元的三個行李箱。受害者表示，他們受貴金屬店委託，將日圓運往香港兌換。 東京警視廳稱，兩宗發生在東京的案件犯案手法相似，正調查當中有否關聯，但目前根據匪徒犯案後逃離的方向，判斷兩宗案件的犯案者並非一夥。 調查人員透露，羽田機場案中的貨幣兌換公司社長稱，自己幾乎每天都把買來的黃金換成現金，運到香港兌換，據報他去年11月在東京築地，亦被搶走總值9,500萬日圓的外幣。東京警視廳已將案件列為有預謀犯罪，展開調查。

Hong Kong business confidence rises despite US-China tensions, survey notes Reuters

1月12日，日本深海探测船地球号启航前往最东端的离岛南鸟岛，在被认为蕴藏丰富矿产资源的周边海域进行勘探。 （路透社） （东京综合电）日本政府星期一宣布，在一次试验任务中，日本深海探测船从约6000米深的海底采集到含有稀土的沉积物。 日本说，这次任务是世界上首次尝试在如此深的海域开采稀土元素，旨在降低对中国稀土的依赖。 稀土是制造晶片、电动车、武器等多种产品的关键材料。中国掌握全球近七成的稀土产量。 日本政府发言人佐藤佳星期一（2月2日）说：“我们将对样本进行详细分析，包括其中具体含有多少稀土元素。” 他说，这是在经济安全和综合海洋开发方面具重要意义的成果。 日本深海探测船地球号上个月启航前往最东端的离岛南鸟岛，在被认为蕴藏丰富矿产资源的周边海域进行勘探。 据《日经新闻》报道，南鸟岛附近海域位于日本专属经济区内，拥有全球第三大稀土储量，估计蕴藏着超过1600万吨稀土，包括镝和钇等重稀土元素。 镝（dysprosium）用于制造晶片，钇（yttrium）则用于制造发动机特种合金和耐高温涂层。 国际战略研究所（IISS）研究员上须贵弘（译音）告诉法新社：“如果日本能在南鸟岛周边持续开采稀土，这将保障关键产业的国内供应链。同时也将成为高市政府重要的战略资产，大幅减少对中国供应链的依赖。” 与西方盟友一样，日本一直在减少对中国关键矿产的依赖。随着与北京爆发重大外交争端，这一努力变得更加紧迫。 去年11月，日本首相高市早苗发表“台湾有事论”触怒北京，中日关系因此跌至谷底。过去两个月，北京从经贸、军事及人文交流等领域反制，施压高市撤回相关言论。

伊朗召见所有欧洲国家驻伊大使并发出书面抗议 2026-02-02 18:31:42 来源： 同花顺7x24快讯 分享 伊朗外交部发言人巴加埃2日就欧盟将伊朗伊斯兰革命卫队列为“恐怖组织”一事表示，作为最低限度的措施，伊朗已经召见所有欧洲国家驻伊大使，并以书面形式表示抗议。(新华社)

貴金屬市場出現拋售潮，震盪亞太區主要股市。港股一度跌超過八百點，黃金相關股份被拋售。 貴金屬價格「插水式」下挫，恐慌情緒波及亞太區主要股市。恒指低開289點，很快失守27,000點水平。之後跌幅逐步擴大，午市最多跌879點，全日收市仍跌611點，報26,775點，成交3,478億元。 連跌兩日，由兩萬八高位計，累跌超過1,200點。 胤源世創家族辦公室(香港)第一副總裁黃偉豪說：「本身港股上月來說，累升幅度比較大。其實外圍都有點偏不明朗，只是過去一段時間不太反映。加上外圍局勢未太明朗之餘，始終過去幾日圍繞著貴金屬大跌，連帶市場對於新任聯儲局主席究竟(立場)是否很『鷹』的因素，對港股都構成回調藉口。」 之前強勢的金礦股被拋售。山東黃金和赤峰黃金下跌一成二，黃金ETF跌超過一成，紫金黃金國際和中國黃金國際齊跌百分之7。 科網股拖低大市，百度、快手、阿里巴巴和網易下跌超過百分之3。比亞迪上月銷量按年下跌三成，股價下跌近百分之7。「三桶油」下跌百分之2至4。 內地上調電訊商的服務增值稅，擔心中資電訊商利潤受壓，中電信和聯通下跌百分之5至6。中移動跌百分之2。澳門上月博彩收入好過市場預期，金沙中國逆市升百分之4。 亞太區主要股市無一倖免。日本、台灣和澳洲下跌百分之1。南韓股市最傷，跌幅達半成，是去年四月以來最大單日跌幅。 內地股市四大指數收市跌逾百分之2。