(RTTNews) - QUAINT OAK BANCORP INC (QNTO) reported a profit for fourth quarter that Dropped, from the same period last year The company's earnings totaled $0.17 million, or $0.07 per share. This compares with $1.58 million, or $0.60 per share, last year. The company's revenue for the period fell 19.5% to $6.56 million from $8.15 million last year. QUAINT OAK BANCORP INC earnings at a glance (GAAP) : -Earnings: $0.17 Mln. vs. $1.58 Mln. last year. -EPS: $0.07 vs. $0.60 last year. -Revenue: $6.56 Mln vs. $8.15 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Long-term Investing’s Substack by Sanjiv. In this article, we will summarize the bulls’ thesis on TSM. Taiwan Semiconductor Manufacturing Company Limited's share was trading at $330.56 as of January 30th. TSM’s trailing and forward P/E were 31.51 and 25.32 respectively according to Yahoo Finance. Photo by Yogesh Phuyal on Unsplash Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s leading contract chipmaker and the dominant producer of the most advanced chips, serving high-profile clients such as Nvidia, AMD, Apple, Qualcomm, and Broadcom. The AI-driven boom has created unprecedented demand for these chips, positioning TSMC as a critical supplier in the global technology ecosystem. Its high-performance computing (HPC) segment now accounts for 55% of revenue, up from 34% 18 months ago, reflecting the secular and resilient demand from hyperscalers like Microsoft, Amazon, Meta, and Oracle, which contrasts with the cyclical consumer markets. TSMC’s 4Q 2025 results highlighted a 35% increase in profit, driven by strong double-digit revenue growth and expanding gross margins, which reached 62.3%, underscoring the company’s quasi-monopolistic position in advanced semiconductor manufacturing. TSMC is expanding globally, with fabs operational or under construction in the U.S., Japan, and Germany, supported by government subsidies but facing higher costs and initial yield inefficiencies outside Taiwan. Despite this, margins continued to rise in 2025, offset by increased pricing power and capacity utilization. The company plans a capital expenditure of $52–56 billion in 2026 to support the rollout of 2nm technologies, which will initially dilute margins but strengthen long-term production capabilities. Over the next five years, TSMC expects overall revenue growth of 25% CAGR and AI accelerator revenue to grow mid-to-high 50% CAGR, supported by its technology differentiation a...

Partial US government shutdown enters third day as funding standoff continues Democrats want changes in funding to the Department of Homeland Security in light of the fatal shootings of two US citizens during immigration raids.

5年期日本国债收益率上涨3个基点，至1.675%。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

國共兩黨智庫論壇 宋濤︰將推出更多便利兩岸人員往來的措施 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】國共兩黨智庫論壇在北京舉辦，國台辦主任宋濤致辭時強調兩黨要堅持「九二共識」，反對台獨，又指將推出更多便利兩岸人員往來的措施。 今屆國共兩黨智庫論壇以「兩岸交流合作前瞻」為主題，與會人士圍繞旅遊、產業、環境與永續發展交流合作等議題，深入交流研討。國台辦主任宋濤在致辭時強調希望兩岸同胞做國家統一的參與者、貢獻者和支持者。 國台辦主任宋濤：「我們要從兩黨、兩岸關係的發展歷程中總結經驗、汲取智慧、把握機遇、開創未來，共同為實現民族復興作出努力。我們要以民意為依歸，毫不動搖堅持『九二共識』、反對『台獨』，引領兩岸關係發展方向，推動兩岸關係和平發展。」 國民黨副主席蕭旭岑則表示，今次論壇是為民發聲、為民興利的溝通平台，希望有更多對話與交流合作。蕭旭岑：「真實的台灣民心不止反映在渴望更認識大陸、更實際接觸大陸，還包括期望兩岸之間能夠維持溝通管道。我深切期許未來兩岸應該以確保人民福祉為最大目標，堅持『九二共識』、反對『台獨』、求同存異、擱置爭議、共創雙贏。」 今次是時隔近10年，國共兩黨恢復機制化交流，國民黨智庫交流團除了出席論壇主活動外，還會在北京展開參訪行程。

宏福苑大火｜合安助市建局向合資格業主發放「樓宇更新大行動2.0」全額資助 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】由政府委任的大埔宏福苑管理人合安管理有限公司，本月起陸續向宏福苑業主直接發放市建局「樓宇更新大行動2.0」的百分百資助額。 市建局「樓宇更新大行動2.0」資助一般情況下在確定維修命令解除前，只會發放八成半資助額至法團戶口，經政府協調，市建局將會透過合安管理改用支票形式，直接向1,700名宏福苑業主發放百分百資助額，一般自住業主及長者自住業主分別可獲發4萬元及5萬元。 合安本月會在不同地點設立支票派發點，包括較多居民居住的過渡性房屋項目地區。社署「一戶一社工」亦會聯絡合資格業主，將聯絡方式轉交合安跟進。

The Spanish figure skater Tomàs-Llorenç Guarino Sabaté faces a last-minute scramble to redesign his Olympic short program after a copyright dispute blocked him from using music from the Minions franchise just days before competition begins at the Milano Cortina Winter Games. The six-time Spanish national champion from Barcelona, who is set to make his Olympic debut in the men’s singles event, said he learned late last week that the routine he has performed throughout the 2025-26 season would not be cleared for Olympic use. Guarino Sabaté said he had submitted the music through the International Skating Union’s recommended rights-clearance process months ago and had competed with the program without issue during the season, including at last month’s European championships in Sheffield. The ruling means the 26-year-old must now adapt or replace choreography he has refined for months, a daunting task in a sport where musical timing and muscle memory are inseparable. “Finding this out so close to the biggest competition of my life was incredibly disappointing,” Guarino Sabaté said in a social media post. “Nevertheless, I will face this challenge head-on and do everything I can to make the best of the situation.” The routine, built around music from the popular animated film franchise, had become a signature for the Spanish skater. He regularly performed wearing a yellow shirt and blue overalls reminiscent of the film characters, leaning into a playful, crowd-friendly style he said was designed to show that men’s figure skating can balance technical difficulty with humor and personality. Rights to the Minions property are controlled by Illumination and parent studio Universal Pictures. It was not immediately clear which specific licensing hurdle ultimately blocked Olympic clearance, but music licensing in figure skating has grown increasingly labyrinthine in recent years, particularly as the sport has shifted toward contemporary popular music. At last year’s world champi...

The major indexes rebounded from or above key levels. Palantir jumped late on strong earnings. Elon Musk confirmed SpaceX and xAI will merge.

Investors were cheered not only by solid quarterly results but also by the company's upcoming asset buy. Monday was quite the eventful day for bank holding company Columbia Financial (CLBK +8.91%). It published its latest set of fundamentals and announced the acquisition of a peer. Investors clearly considered both developments to be positive, as they traded Columbia's stock up by nearly 9% that trading session. A memorable Monday The first of those two was the acquisition announcement. Columbia divulged that it has agreed to acquire peer Northfield Bancorp. The deal is valued at roughly $597 million and, according to the buyer, it will create the third-largest regional bank headquartered in New Jersey. All told, the combined company will have $18 billion in assets. Shortly after that news was made public, Columbia unveiled its final set of results for 2025. For the fourth quarter, the company's total revenue more than tripled from the same period of 2024 to almost $69 million, although that large gain was affected by a relatively steep loss on securities transactions in the year-ago quarter. Meanwhile, net income in accordance with generally accepted accounting principles (GAAP) landed at just under $15.7 million, or $0.15 per share, contrasting sharply with the more than $21 million loss in the fourth quarter of 2024. In its earnings release, Columbia quoted CEO Thomas Kemly as saying that the improvements "reflect our strategies of focusing on margin expansion, improving our asset mix by continuing to expand commercial lending, efficiency improvement through technology and investing in the infrastructure required for sustainable growth." Expand NASDAQ : CLBK Columbia Financial Today's Change ( 8.91 %) $ 1.45 Current Price $ 17.72 Key Data Points Market Cap $1.7B Day's Range $ 17.41 - $ 18.81 52wk Range $ 12.64 - $ 18.81 Volume 32K Avg Vol 115K A development to watch closely The acquisition of a peer always makes a company's future a bit unpredictable. However, Co...

JHVEPhoto/iStock Editorial via Getty Images The following segment was excerpted from the Sequoia Fund ( SEQUX ) Q4 2025 Shareholder Letter. Shares in Charles Schwab Corp. ("Schwab") returned 37% in 2025. The company grew revenue by over 20% and earnings per share by nearly 50% for the year. At the most fundamental level, Schwab's business performance last year was less dramatic than these growth figures might suggest. The company gathered net new client assets at a nice mid-single-digit clip, which is broadly consistent with the sort of net new asset growth that has powered Schwab's franchise over the decades. Market growth, which over time and through cycles provides an additional boost to Schwab's asset growth, happened to provide a particularly significant boost this year. At year-end 2025, the company's total client assets stood at $11.9 trillion, up approximately 18% versus prior year. Last year, Schwab's total revenue grew faster than its base of client assets did, thanks primarily to particularly robust growth in net interest income. Given the fixed cost nature of Schwab's business, this additional net interest income and all the other additional revenue flowed through at high incremental margins, which is what drove the outsized growth in the company's earnings in 2025. Net interest income generally accounts for roughly half of Schwab's revenue, and it is a line item that investors have been staring at intently over the past few years. When interest rates began to rise rapidly in 2022, the expectation was that Schwab would end up making more net interest income. Clients would predictably "sort" out of low-yielding cash sweep deposits and into higher-yielding money market funds, but the spread that the company would earn on the remaining cash sweep deposits would more than make up for it. The situation ended up playing out very differently than expected. For starters, the magnitude by which and the rapidity with which interest rates rose led to a correspondin...

California Plans "Mileage Tax" To Bleed Citizens For Even More Cash Lawmakers in the California State Assembly have moved to direct the Transportation Commission to prepare a study on the effects of a road charge for delivery to the legislature. A road charge is a program that imposes fees based on the number of miles each citizen drives over a specified period, and is designed to offset gas tax losses from the wider use of electric cars on California roads. In 2014, California passed Senate Bill 1077, authorizing a “Road Usage Charge Technical Advisory Committee” to explore whether the state could replace its gas tax with a mileage-driven tax. The project was based on the assumption that "cleaner vehicles" and a potential zero-emission future would lead to dwindling gas tax revenues. The state has been running road charge pilot programs since 2016. Last year, a pilot project concluded where mileage rates were set at 2.5 cents per mile for light-duty vehicles, such as cars, and other vehicles weighing less than 10,000 pounds. The rate for heavy-duty vehicles is dependent on their weight. Today, proponents complain that implementation is not going fast enough. The latest bill is being called an "extension" of the pilot project and not a move to pass the actual tax. Democrats assert that Republicans are interfering with the project and misrepresenting its intent. However, taxes based on climate ideology are often kept on the shelf by exploratory committees, waiting for politically opportune moments to pass them quickly with minimal public opposition or debate. The Democrats are simply biding their time. It is not clear yet when the mileage tax will be made official or if it will replace the gas tax; it is far more likely that both taxes would ultimately exist in tandem. Republicans argue that the tax is unfair to residents of rural counties where driving distances are much greater and gas vehicles are common. The tax is useful, though, for climate "re-wilding": The gl...

据央视新闻消息，第十届新加坡航展今日开幕，将持续至2月8日。中国空军八一飞行表演队将在海面上空进行多场飞行表演，这是其换装歼-10C后的首次新加坡亮相。中国商用飞机公司的C909和C919机型将进行静态展示，展示中国商用飞机发展的阶段性成果。航展前期，来自新加坡、澳大利亚、印度尼西亚等国家的飞机也参与了检验性飞行。

英国首相斯塔默下令紧急调查曼德尔森与已故美国性罪犯爱泼斯坦之间的关系，并认为曼德尔森应被褫夺上议员资格。 （路透社） 英国首相斯塔默下令紧急调查英国前驻美国大使曼德尔森担任内阁职位期间，与已故美国性罪犯爱泼斯坦之间的关系。 法新社报道，英国首相府发言人星期一（2月2日）发表声明说，此次调查将由内阁秘书沃默尔德（Chris Wormald）领导。沃默尔德将审查“所有关于曼德尔森在担任部长期间与爱泼斯坦接触的现有信息”。 首相府发言人还说，斯塔默认为曼德尔森应被褫夺上议院议员资格。英国上议员为终身制，主要由首相推荐、君主册封，属于世袭贵族之外的终身非选举议员。 美国司法部上周对外公布最后一批与美国已故性罪犯爱泼斯坦相关的300多万份档案，其中一些文件显示，曼德尔森在英国内阁任职期间，疑似向声名狼藉的金融家爱泼斯坦泄露了敏感的政府信息，引发关注。 去年9月，曼德尔森已因爱泼斯坦丑闻被工党政府解除了驻美国大使职务。 美国司法部1月30日对外公布最后一批爱泼斯坦档案，档案中除了大量电邮文件，还有2000多个视频和18万张照片，其中包括更多曼德尔森有损形象的照片。 曼德尔森在这些照片被公开后，于2月1日晚致信工党总书记里德利表示决定退出工党。 现年72岁的曼德尔森是英国工党近30年来最具影响力的政治人物之一，曾在布莱尔和布朗两位前首相的内阁中先后担任不管部长、北爱尔兰事务部长、商务部长、首席国务部长。

中国国务院总理李强（前排右）星期一（2月2日）在经济大省山东调研，期间在济南二机床集团公司调研。 （新华社） 中国国务院总理李强星期一（2月2日）在经济大省山东调研，强调地方政府编制“十五五”（2026年至2030年）规划要坚持实事求是，注重系统集成，特别是基层的专项规划编制要坚持少而精，不要贪大求全。 李强并要求各地坚持远近结合，抓好开局起步，靠前发力实施各项政策，坚决把中共中央各项决策部署落实到位，更加扎实有效地促发展惠民生增后劲。 据新华社报道，李强星期一先到济南二机床集团公司，察看灯塔工厂生产线，询问减材制造、增材制造等工艺以及新材料应用情况，对企业通过数智化转型持续提升竞争力表示赞许。 李强指出，智能制造是推动产业技术变革和优化升级的主攻方向，要积极利用人工智能技术对生产制造全链条全周期进行重塑。在保持规模优势基础上更加注重科技创新，推动技术产品迭代升级，提高自主可控能力。 李强并要根据相关产业特别是新兴产业、未来产业发展需求，持续加大研发投入，强化软硬件协同，不断增加优质供给。他还听取了山东省能源建设和核电发展情况汇报，要求统筹抓好清洁能源项目建设和运行安全，提升技术水平和监管能力，更好助力构建新型能源体系。 调研期间，李强主持召开省市县乡四级政府负责人代表座谈会，听取对《政府工作报告》和《“十五五”规划纲要（草案）》两个征求意见稿及政府工作的意见建议。 李强强调，去年中国经济在应对冲击中实现新的发展，展现出强大韧性和活力，今年要继续坚定信心、克难奋进，确保“十五五”开好局、起好步。各级政府要按照中共中央决策部署，狠抓落实、主动作为，发挥各地特色优势，培育新的增长点，推动各项工作尽快落地见效。 李强并要进一步强化服务意识，持续提升政务效能，落实各项惠企政策，解决好企业关切和诉求。要围绕推动高质量发展，结合“十五五”规划的编制和实施，深入谋划一批重大举措、重大项目，在因地制宜发展新质生产力、做强国内大循环、促进居民就业增收等重点领域取得更大进展，为未来发展夯实基础、积聚动能。

所有人都有价值，都能在工作中发挥能力；然而，有些人让自己变得比他人更有价值。这通常并非离了他们，体系就难以运转，而是因为他们的存在如此珍贵，令人根本不愿面对失去的可能。他们不仅自己表现出色，还帮助他人表现得更加出色。所以，与其让自己不可替代，不如做出你最宝贵的贡献。 随着经济衰退的威胁和大规模裁员的增多，此刻看似正是成为职场中不可或缺之人的好时机。除了保障收入来源这一显而易见的优点外，知道自己被需要或许能带来安全感，减轻心理负担。 然而，不幸的是——尽管众多文章都信誓旦旦地推崇此道——这种做法往往不切实际且目光短浅。 过去几年，我一直在研究那些顶尖职场贡献者的思维方式与行为模式。通过对全球员工的访谈与调查，我发现对大多数人而言，渴望自己的工作有意义、能产生影响力是普遍存在的。我还发现，当这种渴望转化为一种让自己不可或缺的驱动力时，我们实际上是在将长期的职业发展置于风险之中。 当“不可或缺”适得其反 以佩吉（化名）的经历为例，她是一家高速成长的科技初创公司的人力资源经理。佩吉事事亲力亲为。她协助搭建了人力资源部门，并确保团队能跟上快速招聘的步伐。当财务和薪资部门的同事不堪重负时，她主动承担了额外工作。她吃苦耐劳，并学会了凡事自己动手。即便在有能力的专员入职后，她仍将最关键的任务留给自己。她撰写录用通知书，处理在职证明。利益相关者依赖她。下属指望着她批准假期并接手他们的工作。她是老板（首席财务官）眼前的红人。 但随着公司规模扩大、人力资源职责增加，佩吉却难以放权。她新聘的员工因只能处理琐碎任务而感到厌倦，许多人选择跳槽寻求更好的发展机会。佩吉虽然至关重要——甚至称得上不可或缺——但她本身也成了流程中的瓶颈。当她在处理在职证明上出现延误时，甚至有员工因此无法按时完成购房交易。首席执行官无法向一位关键候选人发出录用通知，因为佩吉正在享受难得的假期。压力与疲惫成了生活常态，直到她的身心健康全面崩溃。数月后，她重返岗位，面对的却是一个职权和影响力都在持续缩水的职位。 佩吉的经历提醒我们，追求成为绝对必要之人，往往对个人和组织都是一种限制。为何如此？ 1）让自己不可替代，可能会将你束缚于当前工作，并损害你的福祉 如果无人能接手你的工作，当新机会来临时，你将无法抽身向上发展——你在当前岗位上过于关键了。如果团队中没有足够强大的后备人选接替你，你就很难迈向更广阔的舞台。 2）这对你作...

最近，沪上阿姨旗下茶瀑布官宣全线新增“一分糖”选项，每杯仅5g糖，被网友封“奶茶界最伟大发明”。 与此同时，我发现更多品牌“悄悄减糖”，有的取消全糖选项、有的采用低GI冰糖…… 告别“全糖崇拜”，“一分糖”正掀起健康内卷新浪潮？ 品牌增加“一分糖”选项，网友：奶茶界最伟大发明 开年第一波健康内卷，从糖度选择开始。 最近，沪上阿姨旗下品牌茶瀑布官宣： 全线产品新增“1分糖”选项 ——每杯仅添加5g糖。 更低甜度下，茶香更突出，口感更显轻盈，一上线就被网友怒赞：“奶茶界最伟大的发明”“千万不要取消”“我愿意为茶瀑布免费宣传！” 其实，南京品牌东方墨兰早在2024年就为全线产品设置一分糖选项。其相关负责人透露，“顾客中全糖点单占比微乎其微。” 细看各大品牌点单小程序，我发现 一场“悄悄减糖”运动正在上演 。 有北京茶饮之光称号的李茶的茶，取消“全糖、5分糖、7分糖”选项，大部分产品只有“不另外加糖、30%阿拉伯糖”的选项。 东方墨兰（左）李茶的茶（右）点单页面 专注燕窝饮品的北京品牌牛茶，近期 全线上新“低GI冰糖浆” ，用冰糖、蔗糖与阿拉伯糖等拼配，实现较低升糖指数（GI值）。 门店超2000家的爷爷不泡茶，多款产品悄然 取消全糖选项 ，仅有三分糖、五分糖可选。 去年，星巴克在门店大力推行“真味无糖”系列，用天然花香替代风味糖浆，让一杯咖啡“无糖也风味饱满”。 饮品依靠糖带来饱满风味，人们亦离不开甜味。大幅降糖后，消费者会买单吗？ 超半数用户转向少糖/无糖，减糖品牌已尝甜头 “一分糖上线半月，大约有3%的用户选择此选项。” 茶瀑布研发负责人胡井超告诉我，之所以在全国门店推行一分糖，是因为社交平台消费者反馈饮品太甜了。 他们也发现，喜茶有‘少少少甜’选项，明显糖度更低。很多台湾当地的奶茶都有“一分糖、二分糖”选项。 “当下，虽然1分糖的实际需求不是很大， 但消费者觉得新奇、被尊重，社媒反响好，利于品牌口碑和差异化 。” 在胡井超看来，“减糖是大势所趋，消费者自己会选择，一分糖主要是平衡‘不另外加糖’的不足，无法替代全糖的饱满感。” 而在门店长期推行1分糖的东方墨兰，其1分糖的消费占比达到了7%，5分糖选择最多，不另外加糖占6%。 “自然甜和食材原本的味道更吸引人，且相对干净的口感令消费者心理‘上瘾’” ，东方墨兰创始合伙人加贝姐告诉我。 而直接取消“另外加糖”选项的李茶的...

Apple reported record first-quarter earnings on Jan. 29, buoyed by soaring iPhone demand and double-digit revenue growth across nearly all regions. While the results exceeded expectations, management’s silence on full-year headwinds from memory costs left some analysts cautious. The iPhone maker ...

《一線搜查》早前曾報道過懷疑有人獵生野豬食用，近日再接報牛池灣後山居然隱藏一個疑似「荒野屠場」，不但刀具、噴火槍、煮食用具齊備，附近捕獸器更令大量流浪貓狗中招，有狗隻更因嚴重受受傷，而要截去右身前後肢，只能躺地度日，令人懷疑是否有人兇殘地宰殺貓狗食用。 「這個位就是我們那天發現的洞，其實那麼大個洞的位置是人為的，人為開出來的。」義工Jevez三個月多前在牛池灣後山發現了受傷狗狗「牛牛」，當時牠踩中了捕獸器。他日前帶同《一線搜查》前往事發場地點，展示在附近發現的「荒野屠場」。 「即是有些煲、有些桶，還有見到這些樹上綁住一些『威也』，是用來綁住狗隻的工具。除了這些工具，我們還見到現場有平底鑊、燒烤叉，一些衫褲鞋物，以及鋒利的刀。」據Jevez現場所見，「荒野屠場」整個範圍非常廣闊，有搭建好的桌子、擺放雜物的膠櫃，就連政府用地告示牌下的土地都種了一行行植物。 現場擺放了一個燒烤網，Jevez就覺得有特別用途，「其實很多時我們會見到一些，好次上次（救狗）那樣，其實他就會放那些動物在這裏，都會拿噴火槍去燒掉那些毛，他會做基本處理的。」 Jevez指三個多月前某晚收到求助，他就和幾名義工在午夜來到這個後山搜索，「求助人告訴我們的時候，（「牛牛」）已經吠了三日，某程度上我們已經打定輸數。」當時他估到有狗隻踏中捕獸器，「那隻狗狗被綁在樹上，其實牠那個時候沒有反抗，應該說沒法反抗。因為牠之前在樹那裡，被『山豬吊』（捕獸器）綁住了手之後，有轉圈掙扎，繞在樹上。」結果「牛牛」要截整條右前肢。 據「毛守救援」創辦人Kent了解，每到冬天收到的求助就越來越多，最近就救了7隻踏中捕獸器的貓狗，而且「無一倖免」都需要截肢。當中慘截右身兩肢的「Lucky Boy」就懷疑有人刻意用方法「吊牠他的命」，待合適時候才宰殺食用。 Kent和義工們目前發現捕獸器，都是見一個拆一個，他們亦已經報了警，希望找出那個可疑的人。 78 HOY資訊台：《一線搜查》 播出日期：逢周一至五 播出時間：晚上8時77台首播、8時半78台重播 WhatsApp報料熱線：68960931 節目重溫請＜ 按此 ＞

2月3日，药明生物（HK2269）宣布与Vertex（VERX） Pharmaceuticals(纳斯达克（NDAQ）代码：VRTX)已针对一款创新三特异性T细胞衔接子(TCE)签署授权和研究服务协议。Vertex（VERX）计划用于治疗B细胞介导的自身免疫性疾病。根据协议条款，Vertex（VERX）将获得该处于临床前阶段、计划用于治疗B细胞介导的自免疾病的三特异性TCE的全球独家开发及商业化权益。药明生物（HK2269）将获得一笔首付款，并有资格获得与开发、注册及销售相关的里程碑付款，以及产品上市后的销售提成。此外，药明生物（HK2269）还将为其创新TCE提供一体化合同研究和开发服务。

Key Points Devon Energy is merging with Coterra Energy. They're creating the second-largest U.S. independent exploration and production company. The larger scale should enable the company to deliver significant cost savings. 10 stocks we like better than Devon Energy › Consolidation continues in the U.S. energy sector. Oil and gas companies Devon Energy (NYSE: DVN) and Coterra Energy (NYSE: CTRA) recently announced that they're combining in an all-stock deal. The $58 billion transaction will create the second-largest independent exploration and production (E&P) company in the U.S. by production volumes behind ConocoPhillips (NYSE: COP). Here's a closer look at the deal and what it means for oil stock investors. 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 » Drilling down into the deal Devon Energy is acquiring Coterra Energy in an all-stock deal that will see it exchange 0.7 of its shares for each Coterra share. Existing Devon shareholders will own roughly 54% of the combined company upon closing, which should occur during the second quarter. The transaction will create a premier large-scale U.S. shale operator. The combined company will have a production base of over 1.6 million barrels of oil equivalent per day (BOE/d), second only among U.S. independent E&P companies behind ConocoPhillips at over 2.2 million BOE/d. The much larger Devon Energy will have one of the industry's top positions in the world-class Delaware Basin, which will contribute more than half of its production and free cash flow. It will have a more than 10-year inventory of top-tier drilling locations, with a sector-leading amount of sub-$40 inventory. Additionally, it will have operations in the Anadarko, Eagle Ford, Marcellus, and Rockies regions. The scale advantages Devon Energy expects its larger scale following the merger will enable it to achieve $1 billion in annual ...

韩国交易所因韩国综合股价指数200期货上涨5%，对韩国综合股价指数启动“SIDECAR机制”，程序交易暂停5分钟。 责任编辑：王永生

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We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited on Long-term Investing’s Substack by Sanjiv. In this article, we will summarize the bulls’ thesis on TSM. Taiwan Semiconductor Manufacturing Company Limited's share was trading at $330.56 as of January 30th. TSM’s trailing and forward P/E were 31.51 and 25.32 respectively according to Yahoo Finance. ASE Technology (ASX) Jumps 23% on Q3 Blowout Photo by Yogesh Phuyal on Unsplash Taiwan Semiconductor Manufacturing Company (TSMC) is the world’s leading contract chipmaker and the dominant producer of the most advanced chips, serving high-profile clients such as Nvidia, AMD, Apple, Qualcomm, and Broadcom. The AI-driven boom has created unprecedented demand for these chips, positioning TSMC as a critical supplier in the global technology ecosystem. Its high-performance computing (HPC) segment now accounts for 55% of revenue, up from 34% 18 months ago, reflecting the secular and resilient demand from hyperscalers like Microsoft, Amazon, Meta, and Oracle, which contrasts with the cyclical consumer markets. TSMC’s 4Q 2025 results highlighted a 35% increase in profit, driven by strong double-digit revenue growth and expanding gross margins, which reached 62.3%, underscoring the company’s quasi-monopolistic position in advanced semiconductor manufacturing. TSMC is expanding globally, with fabs operational or under construction in the U.S., Japan, and Germany, supported by government subsidies but facing higher costs and initial yield inefficiencies outside Taiwan. Despite this, margins continued to rise in 2025, offset by increased pricing power and capacity utilization. The company plans a capital expenditure of $52–56 billion in 2026 to support the rollout of 2nm technologies, which will initially dilute margins but strengthen long-term production capabilities. Over the next five years, TSMC expects overall revenue growth of 25% CAGR and AI accelerator revenue to grow mid-to-high 50% CAGR, ...

58集团创始人姚劲波曾在内部表示，非常看好AI教育。 多知获悉，近日，五八驾考完成对AI职业教育平台“考试宝”的全资收购。 这意味着，这家“已帮助2亿人取得驾照”的公司，正跃出垂直驾培这一技能培训领域，迈向综合性的职业教育领域。 多知从知情人士处获悉，双方的谈判始于2025年下半年。 五八驾考是58集团旗下核心培训板块。其旗下核心产品驾校一点通成立于2005年。2015年，驾校一点通被58同城全资收购。2018年，五八驾考正式成立。近年来，五八驾考已从单一驾考服务逐步构建起覆盖全产业链的智慧驾培生态体系，发布了智能模拟器、智能机器人教练等智能硬件。 据五八驾考方面批露， 其旗下驾校一点通已服务全国6000+个驾校，年新增用户超2000万，日活200万+，已帮助2亿人取得驾驶证。 考试宝创立于2019年，是在线职业教育备考学习平台，涵盖建筑工程、考公考编、医药卫生等职业考试领域，其题库覆盖10000+考试类目，目前已沉淀超60亿道试题、2000万份文档，已服务用户突破8000万。 当前，考试宝将AI融入“学练考培” 全场景。其中，AI导题功能支持Word、PDF、图片等多格式文档一键上传，分钟级生成结构化题库；AI解题功能实现客观题秒级反馈、主观题分步引导，解析准确率超 98%；AI讲题讲课功能则将枯燥刷题升级为互动式教学。 这次收购的逻辑相对清晰： 五八驾考所在的驾培领域，相对垂直，且驾校一点通已经位居头部。也就是说，已帮助超过数亿用户学车刷题的驾校一点通在驾培领域的天花板有限。 另一方面， 据业内人士估算，每年有4-6亿人次参加职业考试。这意味着庞大的需求存在。 对双方来说，驾校一点通与考试宝的客群重合，均为成人群体，只不过一方侧重垂直的驾考技能培训，另一方侧重广泛的考试考证培训，有一定的业务互补性。 上述知情人士透露，驾考里涉及到报名、理论考试、实操考试等流程，同样适用于其他考试类目，因此，整体的可复制性比较强。双方更看重整合之后形成的一致性，把一些大的职业教育细分行业做深做透。 五八驾考方面表示：“ 对考试宝的此次收购，绝非简单的资源叠加，而是一次生态价值的乘法效应。 对于教育行业来说，驾校一点通的驾培积淀与考试宝智能学考技术将深度融合，打通‘学练考培’全链路，加速推动职业教育的标准化、智能化与产业化进程，将智慧融入千行万业备考。对于学员来说，从学车到备考各类...

格隆汇2月3日｜Kospi指数一度上涨4.1%，从周一的暴跌中反弹，受科技股提振。贵金属也在早盘交易中反弹。隔夜美股走高，强劲的制造业数据帮助提振了市场情绪，而人工智能支出方面的担忧有所缓解。三星电子和SK海力士是周二韩国Kospi指数上涨的最大贡献者。19个分类指数中有18个上涨，其中电器与电子分类指数领涨，涨幅一度达6%。散户投资者净买入Kospi成分股，而本土和外国基金则净卖出。小型股Kosdaq指数一度上涨3.4%。

在经历了贵金属市场的剧烈波动后，美股市场本周一（2月2日）展现出韧性，三大指数低开高走，最终全线收涨。道琼斯工业平均指数上涨515.19点，涨幅1.05%，报49407.66点；纳斯达克 综合指数 涨0.56%，报23592.11点；标普500指数涨0.54%，报6976.44点，距离历史收盘高点仅一步之遥。市场情绪受 存储芯片 板块爆发和部分经济数据向好的支撑，抵消了 白银 、原油等 大宗商品 抛售的压力。 存储板块的爆发成为当日市场最大亮点，闪迪股价飙升15.44%至665.24美元，创收盘价新高，市值达982亿美元。这一涨势背后，既得益于公司业绩大超预期，也受行业基本面改善支撑 ——SK海力士和闪迪在2025年第四季度财报中显示，NAND闪存平均单价（ASP）上涨超30%。受此带动，美光科技上涨5.52%，西部数据涨7.99%，希捷科技涨6.2%，“存储四巨头” 集体走强。瑞穗 证券 分析师指出，从贵金属和加密货币市场撤出的 “热钱” 正涌入基本面强劲的内存股，推动板块持续创新高。 科技权重股走势分化。苹果涨超4%，谷歌、亚马逊涨幅均超1%，但英伟达跌近3%，特斯拉、微软、Meta跌幅在1%至2%之间。消息面上，谷歌旗下Waymo自动驾驶部门接近完成160亿美元融资，而甲骨文因筹资计划冲高回落。市场焦点转向本周密集财报，包括谷歌母公司Alphabet、亚马逊等128家标普500成分股将披露业绩，当前近八成已公布公司超预期。 中概股承压，纳斯达克中国金龙指数跌0.65%。小鹏汽车跌超8%，蔚来、百度跌超3%，拼多多逆势涨2.38%。此外，特朗普与莫迪达成的贸易协议刺激印度资产上涨，SpaceX与xAI合并消息推动相关概念波动。 贵金属市场多空激战白热化。COMEX白银 期货 在80美元关口反复争夺，尾盘跌1.93%至78.77美元/盎司，现货白银一度跌超7%； 黄金 期货跌1.94%至4622.50美元/盎司。机构观点出现分歧，联储证券认为金价继续下调空间有限，而美国 银行 警告全球股票风险偏好指标达95百分位，市场过热信号显著。 原油市场遭遇重挫。WTI原油期货跌4.71%至62.14美元/桶，布伦特原油跌4.36%至66.30美元/桶。特朗普称与伊朗谈判取得进展，缓解地缘供应中断担忧，同时美国拟降低印度关税至18%，推动印度增加美国能源进口。 经济数据方面，...