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量化策略首超主观 百亿私募“大象奔跑”

同花顺 📅 02/03 07:15
量化策略首超主观 百亿私募“大象奔跑” 2026-02-03 07:15:18 来源: 同花顺7x24快讯 分享 文章提及标的 周期 -- 据证券时报消息,证券私募行业处于关键转折点,实现“百家百亿”规模突破,量化策略首次超过主观策略成为主导力量。头部机构管理规模普遍超过500亿元,外资与险资深度布局,行业分化加速。2025年,量化百亿私募数量超过主观私募,成为行业主力。数据显示,截至2026年1...

Valuable lessons to be learnt from U-turn on seat belt law in Hong Kong

SCMP 📅 02/03 07:15
It says something about Hong Kong governance when a simple and well-intentioned requirement for bus passengers to buckle up has become yet another embarrassing policy setback involving the executive branch and the revamped Legislative Council. The abrupt U-turn over the new law on seat belts, less than a week after it took effect, might have been one solution to a problematic law. But the blunder ...

分裂加拿大國土?|傳艾伯塔省倡獨者見特朗普班底 為何有離心?|各地媒體分析

无线新闻 📅 02/03 07:15
近日有媒體報道,美國國務院官員與加拿大能源大省艾伯塔的分離主義團體「艾伯塔繁榮項目」(APP)舉行了多次會面。此舉引發加拿大政府對美國可能干涉其內政的擔憂,加拿大總理卡尼表示,他期望美國政府尊重加拿大的主權。 報道指會面至少三次 分離主義者尋求美方資金支持 英國《金融時報》引述知情人士稱,自去年4月以來,APP的領導人已在華盛頓與美國國務院官員舉行了至少三次會面。該團體正尋求在下個月與美國官員再次...

Amazon stock (AMZN) climbs after-hours as earnings loom and fresh filing hits tape - TechStock²

Google 📅 02/03 07:15 GOOG.OAMZN.O
New York, Feb 2, 2026, 18:15 EST — After-hours Shares of Amazon.com Inc climbed 1.5% in after-hours trading Monday, reaching $242.96. The move extended gains from the regular session as investors turned their attention to the company’s upcoming quarterly earnings report later this week. This report matters now because it offers insight into two drivers behind U.S. tech’s recent moves: cloud demand...

特朗普称正在与伊朗对话

同花顺 📅 02/03 07:14
当地时间2月2日,针对伊朗问题,美国总统特朗普表示,美方已向相关地区调动大型军舰,同时与伊朗保持沟通,“将观察事态如何发展”。据悉,特朗普2日下午在白宫对媒体表示,“美国正在与伊朗对话,但同时非常强大的军力也正在向当地部署。”特朗普称,他“希望能看到通过谈判达成一项协议——如果不行,可能会发生糟糕的事情。”(央视新闻)

青春经济成为重塑消费版图的重要力量

同花顺 📅 02/03 07:13
青春经济带来的变化首先体现在消费(883434)端。青年消费(883434)者追求的不再是单一产品,而是更加注重情感共鸣、文化认同和价值表达,由“性价比”转向“心价比”。无论是为高品质生活付费,还是为兴趣爱好买单,抑或是出于民族自信而支持国产品牌,其消费(883434)行为愈加个性化、体验化和社交化。从国潮热、汉服热到盲盒经济、谷子经济(886095),从懒人经济、新式茶饮到疗愈经济、户外生活,这...

Will the Rally in AMD Stock Continue as Q4 Results Approach? - Finviz

Google 📅 02/03 07:13 NVDA.OAMD.O
AMD's AMD stock has had an explosive start to 2026, spiking over +15%, and is now up more than +100% in the last year as it gains share in the AI chip market. With companies seeking alternatives to Nvidia’s NVDA ecosystem, AMD’s rally has been driven by surging demand for its AI accelerators, bullish analyst upgrades, and near-sold-out server CPU capacity — creating a perfect storm of optimism aro...

铜价回调激活买盘 中国铜工厂春节前逢低买入

联合早报 📅 02/03 07:13
1月22日,在江铜集团贵溪冶炼厂智能化电解车间,机器臂对铜板进行称重打包。 (新华社) 铜价回调,中国铜加工商和制造商在春节假期前趁价格回落补充库存。 据中国大宗商品咨询机构“我的钢铁网”(Mysteel)数据,此次回调引发现货市场一波采购潮,日成交量翻倍至3.81万吨,创下三个月来新高。 据彭博社报道,匿名知情人士表示,随着期货价格较上周高点回落12%,只要价格维持在当前水平,部分企业将继续采取...

YANG: How It Works And How To Use It

Seeking Alpha 📅 02/03 07:13
Jessica Carter/DigitalVision via Getty Images Taking a bearish position on Chinese equities is easy to describe but often harder to execute in practice. Directly shorting Chinese stocks or indices can involve margin requirements, borrowing constraints, and access issues, especially for retail investors. For investors who want amplified downside exposure to Chinese equities over very short time fra...

EU proposals set to limit EV sales from 2035, says campaign group

Investing 📅 02/03 07:13

Will 2026 Be the Year Joby Aviation Takes Off?

Nasdaq 📅 02/03 07:13 NVDA.O
Key Points Joby plans to launch air taxi services with its first vertiport at Dubai International Airport in the first quarter. It's also part of the White House's eVTOL Integration Pilot Program and may begin flights as early as this year. 10 stocks we like better than Joby Aviation › Joby Aviation (NYSE: JOBY) is a leading developer of flying taxis, more formally known as electric vertical take-...

Palantir stock price whipsaws after earnings: PLTR forecast lifts 2026 outlook, then cools - TechStock²

Google 📅 02/03 07:13 PLTR.O
New York, February 2, 2026, 18:13 EST — After-hours Palantir shares held steady in late after-hours trading, following a sharp initial reaction to the earnings report. The company reported Q4 revenue up 70% and set 2026 revenue guidance significantly higher than analysts expected. Investors are closely monitoring if soaring U.S. commercial demand can justify the high valuation. Palantir Technologi...

Federal officers in Minneapolis to get body cameras 'effective immediately'

BBC News 📅 02/03 07:12
After his arrival, Homan said that authorities were working on a plan to "draw down" federal agents in Minneapolis, but that changes in the operation would depend on how much state and local officials co-operate with federal authorities.

特朗普:与印度达成贸易协议 将把对印度的关税降至18%

格隆汇 📅 02/03 07:12
“美印关系将更加牢固” 美国总统特朗普在社交媒体上表示,今天上午有幸与印度总理莫迪进行了交谈。 他是我最要好的朋友之一,也是其国家一位极具影响力且备受尊敬的领导人。我们谈到了很多内容,包括贸易以及结束俄乌之间的战争。他同意停止购买俄罗斯石油,并增加从美国甚至可能是委内瑞拉的进口量。 这将有助于结束正在发生的乌克兰冲突,这场冲突每周都有成千上万的人丧生!出于对莫迪总理的友谊和尊重,按照他的要求,从即...

短剧不能“硬”慢

36kr 📅 02/03 07:12
在短剧这个以“快”起家的江湖里,“慢”正在成为一种新的潮流,一种高级感的象征。 自从《盛夏芬德拉》用文艺的滤镜与节奏撬开了市场,情感赛道仿佛一夜之间找到了精品化的“万能钥匙”,如《玫瑰与青松》《周周奔赴你》《新婚慢热》《鬓边有朵栀子肥》等。它们名字不同,故事内核却高度同质——豪门联姻、先婚后爱、总裁与年下少女的情感对位;叙事语法亦十分相似:号称电影质感的镜头、含蓄留白的台词、生活流式的情节铺展。 ...

California doctor is first to face private lawsuit under Texas abortion drug ban

Investing 📅 02/03 07:12

Peakstone Delivers A Win For Shareholders With Brookfield Deal (Downgrade)

Seeking Alpha 📅 02/03 07:12
Niall_Majury/iStock Unreleased via Getty Images Shares of Peakstone Realty Trust ( PKST ) have been an excellent performer over the past year, essentially doubling in value. PKST’s transformation has paid off, with its realigned asset base enabling PKST to sell itself for a significant premium. I last covered shares of Peakstone in December when I upgraded them to a “ B uy,” and this was a well-ti...

Musk merges xAI into SpaceX in bid to build space data centres

SCMP 📅 02/03 07:12 TSLA.O
Elon Musk’s SpaceX has taken over his artificial intelligence company xAI in a merger aimed at deploying space-based data centres, a statement said on Monday. The acquisition combines SpaceX’s rocket capabilities with xAI’s AI technology to create what Musk in the statement called “the most ambitious, vertically-integrated innovation engine on (and off) Earth”. The combined company is expected to ...

Earnings call transcript: Woodward Q1 2026 earnings beat forecasts, stock rises

Investing 📅 02/03 07:12

(SWLE) 公司概況及事件 - Yahoo 財經

Yahoo 📅 02/03 07:12
(SWLE) 公司概況及事件 Yahoo 財經

Atkore shareholders elect directors and approve proposals at annual meeting

Investing 📅 02/03 07:12

Stock Market Today, Feb. 2: Stocks Recover and Micron Technology Soars Again

Yahoo 📅 02/03 07:12 MSFT.ONVDA.OGOOG.O
Today, Feb. 2, 2026, volatility continues in commodities while manufacturing data boosts markets. Markets steadied today after last week’s choppy finish. The S&P 500 (^GSPC +0.54%) rose 0.54% to 6,976.44, the Nasdaq Composite (^IXIC +0.56%) added 0.56% to 23,592.11. The Dow Jones Industrial Average (^DJI +1.05%) climbed 1.05% to 49,407.66 as stocks shook off early commodity-driven selling. Market ...

Stock Market Today, Feb. 2: Stocks Recover and Micron Technology Soars Again - Yahoo Finance

Google 📅 02/03 07:12 AAPL.OMSFT.ONVDA.O
Markets steadied today after last week’s choppy finish. The S&P 500 (SNPINDEX:^GSPC) rose 0.54% to 6,976.44, the Nasdaq Composite (NASDAQINDEX:^IXIC) added 0.56% to 23,592.11. The Dow Jones Industrial Average (DJINDICES:^DJI) climbed 1.05% to 49,407.66 as stocks shook off early commodity-driven selling. Market movers Investors are becoming more cautious about companies that spend a lot on AI, part...

Stock Market Today, Feb. 2: Stocks Recover and Micron Technology Soars Again - Nasdaq

Google 📅 02/03 07:12 MSFT.ONVDA.OGOOG.O
Markets steadied today after last week’s choppy finish. The S&P 500 (SNPINDEX:^GSPC) rose 0.54% to 6,976.44, the Nasdaq Composite (NASDAQINDEX:^IXIC) added 0.56% to 23,592.11. The Dow Jones Industrial Average (DJINDICES:^DJI) climbed 1.05% to 49,407.66 as stocks shook off early commodity-driven selling. Market movers Investors are becoming more cautious about companies that spend a lot on AI, part...

MS’s Sherry Paul: Move Away From Short-Term Trades, Focus on Long-Term Trends

Bloomberg 📅 02/03 07:11
Sherry Paul, Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management, says she is encouraging investors to move away from short-term trades and focus on long-term trends. Speaking with Romaine Bostick and Katie Greifeld on "The Close," Paul urges clients to rotate out of mega-cap tech and into themes like AI, automation, and productivity gains. (Source: Bloomberg)

Waymo融资160亿美元 估值达1260亿美元

格隆汇 📅 02/03 07:11
格隆汇2月3日|Alphabet旗下自动驾驶公司Waymo当地时间2月2日宣布完成160亿美元融资,投后估值达到1260亿美元。除Alphabet的支持外,本轮融资由Dragoneer Investment Group、DST Global和红杉资本领投,a16z和Mubadala Capital大额投资,其他投资者包括 Bessemer Venture Partners、Silver Lake、...

BFH260220C00087500 互動股市圖表 | BFH Feb 2026 87.500 call 股市 - Yahoo 財經

Yahoo 📅 02/03 07:11
BFH260220C00087500 互動股市圖表 | BFH Feb 2026 87.500 call 股市 Yahoo 財經

现货金银日内走高

同花顺 📅 02/03 07:11
现货黄金日内涨幅扩大至1%,报4705.52美元/盎司;现货白银站上80美元/盎司,日内涨超1%。

Rambus (RMBS) Q4 2025 Earnings Call Transcript

The Motley Fool 📅 02/03 07:11 AMD.O
Image source: The Motley Fool. Monday, February 2, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Luc Seraphin Chief Financial Officer — Desmond Lynch TAKEAWAYS Total Revenue -- $190.2 million for the quarter, surpassing internal expectations. -- $190.2 million for the quarter, surpassing internal expectations. Product Revenue -- $96.8 million in the quarter, up 32% year over year, ...

澳股开涨1.01%

格隆汇 📅 02/03 07:11
格隆汇2月3日|澳大利亚S&P/ASX200指数开盘上涨88.80点,涨幅1.01%,报8867.4点。
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