With big tech earnings in focus, smart investors are looking at who the hyperscalers are partnering with. As earnings season comes into focus, growth investors are paying close attention to artificial intelligence (AI) stocks in particular. Among the most scrutinized names are the hyperscalers: Microsoft, Alphabet, Meta Platforms, and Amazon (AMZN +1.60%). On Feb. 5, Amazon will report earnings for the fourth quarter and full year 2025. While investors anxiously await updates regarding the company's performance during the holiday season and where management's forward guidance falls, I'll be on the lookout for something else entirely. Listen closely during Amazon's earnings call My hunch is that Wall Street is going to dial in on one specific number during Amazon's earnings call: capital expenditures (capex). Over the last three years, big tech has collectively spent hundreds of billions of dollars buying GPUs and building data centers. If current spending trends tell us anything, it's that the hyperscalers are doubling down on AI infrastructure. When Amazon CEO Andy Jassy talks to analysts during the earnings call, I'm going to be listening for one particular word: capacity. As the largest cloud computing platform in the world, Amazon Web Services (AWS) plays a monumental role in servicing AI workloads. However, the pace at which workloads are expanding relative to the time it takes to build and equip an AI data center are at odds with one another. Moreover, procuring sufficient volumes of chips to service capacity needs adds another variable to the infrastructure equation. To complement its data center build-outs, AWS signed a $5.5 billion multiyear deal with neocloud Cipher Mining back in November. Why Iren stock might go parabolic in 2026 Neoclouds partner with chip designers and outfit data centers with clusters of GPUs. From there, companies that are capacity-constrained rent access to these GPUs through the cloud. In addition to Cipher, other leading neoclouds...

Clintons Bend The Knee To Comer, Agree To Testify In House Epstein Inquiry Just hours after Chair James Comer (R-Ky.) rebuffed Bill and Hillary Clinton's attorney's last-ditch conditional offer, the former president and former secretary of state appear to have acquiesced and agreed to key demands from the Republican-led House Oversight Committee to testify about Jeffrey Epstein in a closed-door deposition. The initial correspondence, obtained by CNN, revealed that the Clintons’ team has been in search of an off-ramp for days . Attorneys for Bill and Hillary have been in discussion with the Republican-led committee multiple times since lawmakers from both parties voted in January to hold the Clintons in contempt for refusing to appear for in-person depositions as part of the panel’s investigation into Epstein. “It has been nearly six months since your clients first received the Committee’s subpoena, more than three months since the original date of their depositions, and nearly three weeks since they failed to appear for their depositions commensurate with the Committee’s lawful subpoenas,” Comer wrote. “Your clients’ desire for special treatment is both frustrating and an affront to the American people’s desire for transparency.” As CNN reports, according to the letter dated January 31, the Clintons’ lawyers laid out the terms under which the former president would sit for a voluntary, transcribed interview. He would sit for four hours in New York City for an interview limited to the scope of the Epstein probe, they said. Lawmakers from both parties and their staff could ask questions, and the lawyers said both the Clintons and the committee could have their own transcriber present, according to the letter. Comer rejected the offer from the Clintons’ attorneys as “unreasonable” and said he could not accept such terms. He could not agree, he said, to changing the interview from a sworn deposition to a voluntary interview, and rejected the way in which the attorneys s...

Key Points The biggest theme of tech earnings season is how much the hyperscalers are spending on AI infrastructure. With capex budgets in focus, investors should be listening closely to where the money is flowing. Capacity-constrained providers are increasingly turning to neoclouds to service AI workloads. 10 stocks we like better than Iren › As earnings season comes into focus, growth investors are paying close attention to artificial intelligence (AI) stocks in particular. Among the most scrutinized names are the hyperscalers: Microsoft, Alphabet, Meta Platforms, and Amazon (NASDAQ: AMZN). On Feb. 5, Amazon will report earnings for the fourth quarter and full year 2025. While investors anxiously await updates regarding the company's performance during the holiday season and where management's forward guidance falls, I'll be on the lookout for something else entirely. 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 » Listen closely during Amazon'searnings call/h2> My hunch is that Wall Street is going to dial in on one specific number during Amazon'searnings call capital expenditures (capex). Over the last three years, big tech has collectively spent hundreds of billions of dollars buying GPUs and building data centers. If current spending trends tell us anything, it's that the hyperscalers are doubling down on AI infrastructure. When Amazon CEO Andy Jassy talks to analysts during theearnings call I'm going to be listening for one particular word: capacity. As the largest cloud computing platform in the world, Amazon Web Services (AWS) plays a monumental role in servicing AI workloads. However, the pace at which workloads are expanding relative to the time it takes to build and equip an AI data center are at odds with one another. Moreover, procuring sufficient volumes of chips to service capacity needs adds another variable to the infrastructure...

港股短线走低，恒生科技指数跌超1% 2026-02-03 10:19:55 来源： 同花顺7x24快讯 分享 文章提及标的 恒生指数 -- 恒生科技ETF大成 -- 港股短线走低，恒生科技（159740）指数跌超1%，恒生指数涨幅收窄。

01 前几天，一个在长沙开中端连锁酒店的老朋友小美找我聊天，语气里满是疲惫。 她说，自己估计快撑不住了，随时可能爆雷。 我问小美到底碰到了什么坎？她叹了口气，说自己最近要被房租压垮了，现在账上现金流枯竭，连员工下个月的工资都还没着落。 这让我想起她六年前酒店开业时和我讲过，给房东交租模式是押一付三，有点不太理解怎么会突然窘迫成这样。 小美苦笑了一声，称春节前这段时间实在是太淡了，入住率惨不忍睹，集团管理费可以先拖着，OTA 佣金没订单也就不用给，但这悬在头顶的房租是雷打不动的固定成本，稍微缓几天房东脸色就很难看。 她问我，自己是不是很傻，放着北京互联网大厂高管不做，非要回老家学别人开酒店，当时还没经验，要是和房东能谈个保底租金+营收提成的方案就好了。 我打字安慰她，车到山前必有路。 结果屏幕那头沉默了许久，小美和我提到她们有个小群，里面全是当地做酒店的朋友，市场行情淡，群里从以前的怎么研究搞OTA流量，变成现在天天商量怎么跟业主谈免租、减租。 她叹了口气，说白了，酒店这生意，开下去就不能停，可好多业主不光不减租，每年还非要涨个3%到5%，也不看看现在啥行情。 聊到最后，小美很气愤地表示，业主就是赌我们砸了上百万装修，舍不得走，才敢这么硬气，然后吐槽称，“虽然性质不一样，但感觉跟嫣然天使医院那事有点像，都是被房东套牢了。” 和她聊完，我回来查了一下近期一些案例，发现这还真不是长沙个例。 近一年，全国各地，从中端连锁到高星地标，付不起房租的酒店正在批量出现。 今年1月10日，杭州1818黄金眼就报道了一起令人唏嘘的纠纷，湖州德清金银岛国际大酒店，一家当地颇有头脸的酒店，竟然被曝出拖欠租金长达15个月。 多位被拖欠的小业主无奈之下选择公开维权，面对镜头，酒店经理的回答也充满了无力感，她坦言，确实有部分租金没付，但不是想赖账，而是现在的大环境摆在这里，生意产能实在是覆盖不了租金成本，他们只能选择延后支付。 酒店有酒店的无奈，房东有房东的无语。 去年11月，同样的一幕在西安太白南路上演，经营了整整11年的西安天骊君廷酒店突然宣告停业，压死这家老牌五星级酒店的最后一根稻草，是长达5年、累计金额超过千万的租金欠款。 再往前看，去年9月，温州嘉运大酒店大门上被贴了一张冰冷的解除租赁合同通知书，理由是拖欠租金78万元。 而最惨烈的一幕发生在广州，广州天河华威达酒店这家老牌四星酒店，因...

文章提及标的 腾讯控股-R -- 据QQ经典农场消息，腾讯（K80700）《QQ经典农场》将在2月6日正式回归，同步登陆QQ和微信。

科创50指数短线跳水转跌，寒武纪跌超8% 2026-02-03 10:18:33 来源： 同花顺7x24快讯 分享 文章提及标的 寒武纪-U -- 科创50 -- 中芯国际 -- 海光信息 -- 生益电子 -- 科创50（1B0688）指数短线跳水转跌，此前涨近2%，成份股中，寒武纪（688256）跌超8%，生益电子（688183）跌超3%，海光信息（688041）、中芯国际（688981）跟跌。

上海：今年要深化建设浦东引领区 持续推进综合改革试点 2026-02-03 10:17:56 来源： 同花顺7x24快讯 分享 上海市第十六届人大四次会议2月3日上午在世博中心开幕。上海市市长龚正作《政府工作报告》。报告表示，今年要深化建设浦东引领区。持续推进综合改革试点，进一步放宽市场准入，优化数据、技术、土地等要素市场化配置改革。推动跨境投融资和结算便利化，创新发展全球采购、跨境分拨等新业态新模式，深化实施全球营运商计划，吸引国际组织加快集聚。设立科创综合保税区，深入实施大企业开放创新中心计划，支持龙头企业牵头组建创新联合体，推动一批高风险高价值基础研究。配合市人大及其常委会出台新一批浦东新区法规。(上观新闻)

MoMo Productions/DigitalVision via Getty Images I first wrote about the State Street SPDR S&P 1500 Value Tilt ETF ( VLU ) in the second quarter of 2025. I rated the fund as a Buy at the time , based on the elevated valuations of the broader market. My thesis was supported by the characteristics of the holdings in VLU and the strong track record of its historical performance. Since that article was published, VLU has posted a total return of 18.15%, while the S&P 500 has gained just 15.57%. As I was reviewing some of my previous research and looking at projections for the year ahead, I saw the image below that reminded me just how stretched the current valuations for large cap stocks appear to be. According to The Goldman Sachs Group, Inc. ( GS ), the valuation of the S&P 500 is at the top of its range relative to 20-year distributions. The index is even more overvalued, on a relative basis, than the NASDAQ 100. Meanwhile, the Russell 2000 and the S&P MidCap 400, while above average, appear much more reasonably priced. Goldman Sachs Global Investment Research The investment strategy followed by the SPDR S&P 1500 Value Tilt ETF takes the 1500 stocks from S&P’s main three indices – the S&P 500, MidCap 400, and SmallCap 600 – and evaluates them based on their valuations. Stocks with low valuations earn added weight in VLU’s portfolio. Those with higher valuations are reduced. The result is a fund that has been able to keep pace with the S&P 500 for much longer than just the time since my June article was published. I still believe VLU is a Buy heading into what could be a much more volatile year for the markets. ETF Overview The SPDR S&P 1500 Value Tilt ETF is managed by State Street Global Advisors . The fund is designed to mimic the total returns of the S&P 1500 Low Valuation Tilt Index . The assessment of the components in this index is based on financial measures that include price-to-book ratio, price-to-earnings ratio, price-to-cash flow ratio, price-to-sales rati...

财联社2月3日讯（编辑 卞纯） 上周五国际金价遭遇史诗级暴跌，本周一金价继续大跌，然而连续两日的大幅回调并未阻止华尔街看多这一贵金属。 德意志银行维持此前判断， 预计到今年年底，黄金价格将攀升至每盎司6000美元，较本周一的价格高出近30% 。 值得注意的是，德意志银行上周刚上调黄金目标价，随后贵金属市场便遭遇了一轮历史性抛售潮。 德银分析师Michael Hsueh表示， 他认为此次金价波动并非更大规模抛售的开端，投资者情绪并未发生根本性转变，支撑金价上行的基本面因素仍将持续发挥作用 。 他在本周一发布的研报中指出，这些驱动因素包括：海外投资者与各国央行正减持美元资产、推进资产多元化配置；同时，个人投资者（尤其是亚洲地区投资者）对黄金的投资热情依旧高涨。 他提到波兰、韩国，甚至匈牙利、巴西、新加坡和日本等新晋参与者都在增持黄金。 Hsueh还指出， 中国一直是推动贵金属投资资金流动的重要力量 。他预计，2026年中国黄金交易所交易基金（ETF）的资金流入将创历史新高。 摩根大通策略师也在日前发布的研报中重申了对金价的乐观看法，并指出基本面依然稳固。该行将2026年底的黄金价格预测从此前的5400美元上调至每盎司6300美元，理由是来自各国央行和投资者的需求持续且不断增强。 周二亚盘，黄金从此前连续两日的大跌中反弹，现货金一度站上4850美元每盎司，目前涨幅接近4%。 此前一天（周一），现货金收跌4.1%，报每盎司4665.27美元，盘中一度暴跌近10%，因芝加哥商品交易所集团 (CME)提高保证金要求，加剧了上周沃什被提名为美联储下任主席后引发的急剧抛售。上周五，黄金创下40年来最大跌幅，现货金一度跌超12%，截至当日收盘，下跌9.25%。

President Donald Trump has said he would roll back punitive tariffs on India in return for an agreement that Prime Minister Narendra Modi would stop buying Russian oil. Basant Sanghera of The Asia Group breaks down what we know about the agreement so far. (Source: Bloomberg)

XAI与SpaceX设定的股份交换比例为0.1433。(新浪财经)

世盟股份的上市，为资本市场注入了优质的物流行业标的。 2 月 3 日，世盟股份正式登陆深交所主板， 上市首日 股价 开盘涨超114 %，总市值 突破50 亿元 ， 获得资本市场认可。 作为国内领先的综合物流服务企业，世盟股份专注于为跨国制造企业提供定制化、一体化、嵌入式的供应链物流解决方案，其商业模式在行业中具备稀缺性，公司上市自然吸引了众多投资者关注。 实际上，无论是站在公司还是行业视角，都会发现世盟股份的长期潜力十分清晰。有了资本市场资金加持，世盟股份将会开启新的价值成长之路。 业绩稳增+壁垒深厚，物流行业优质标的 2025年至今，A股IPO审核节奏逐渐加快，审核周期有所缩短，企业实现上市随之提速。这背后是资本市场支持优质企业上市，长期改善市场结构、提升上市公司质量，以及增强投资者信心的综合考量。 所以世盟股份成功上市，背后有着资本市场对公司业绩数据、业务模式、市场地位等多方面的认可。 2022年至2024年，公司营收和利润逐年提高，分别实现营收80,787.79万元、83,451.97万元、102,814.39万元，分别实现净利润11248.59万元、13298.43万元、17005.89万元。经计算，2022年-2024年净利润率分别为13.92%、15.93%、16.54%，呈现逐年提升的趋势。 这意味着在物流供应链市场稳健增长的过程中，世盟股份拥有更高质量的经营能力、更牢固的客户基础以及更广泛的市场影响力，展现出较好的成长品质。 进一步来看，提供“一站式”解决方案，是世盟股份区别于普通物流企业的核心竞争力，将成为公司上市后实现估值溢价的重要催化剂。 世盟股份打通了物流供应链的全环节，深度融入客户的生产经营流程，帮助客户缩短生产周期、降低库存成本、提高运营效率。尤其是下游高附加值的制造业，这些行业对物流服务的定制化、时效性、安全性等要求极高，普通物流企业较难胜任，从而为世盟股份构建起深厚的专业壁垒。 随着AI技术成熟和大模型发展，千行百业的效率提升迎来更多想象空间，智慧物流和数据要素的作用、价值更加凸显。世盟股份已搭建完善的智能物流信息系统，促进下游客户供应链数字化升级，这进一步为客户创造更大的价值，提升世盟股份的客户粘性。 所以，基于公司现有的市场地位与竞争壁垒，且在助推物流业和制造业发展上扮演重要角色，世盟股份有能力稳步提升营收规模和盈利水平。 从资本...

资产重组资产转让不征税范围扩大，并允许抵税 为支持企业资产重组，增值税税收政策更为友好。 2月2日，财政部、税务总局公布《关于增值税进项税额抵扣等有关事项的公告》（下称《公告》），明确了资产重组中增值税不征税范围及进项税额抵扣相关事项。 根据《公告》，纳税人通过合并、分立、出售、置换等方式实施资产重组，同时符合四大条件的，不属于增值税应税交易和增值税法实施条例第二十二条规定的不得抵扣非应税交易，涉及的货物、金融商品、无形资产、不动产（以下统称资产）转让，不征收增值税，对应的进项税额可以按规定从销项税额中抵扣。 并购重组税务专家姜新录告诉第一财经，与此前政策相比，此次《公告》明确资产重组中金融商品、土地使用权以外的无形资产转让可以适用增值税不征收政策，实属重大利好。而此前这一不征收增值税范围仅明确了货物、不动产和土地使用权。 上海国家会计学院副教授葛玉御告诉第一财经，这意味着以后符合条件的资产重组中，涉及品牌等无形资产、股票债券等金融商品跟相关联的债权、负债和员工一并转让，明确不征收增值税。 “资产重组不征税范围扩大与时俱进，此前的增值税制度不征税只关注到货物、不动产和土地使用权，但实务中资产重组‘打包转让’的过程中，会经常涉及到商标权等无形资产，而由于此前政策没有明确无形资产不征税，很多地方税务机关严格执行法规对无形资产等征收增值税，一定程度上增加了企业资产重组税负。而此次不征税范围扩围，更加合理。”葛玉御说。 随着经济社会发展，企业品牌、知识产权、特许经营权、客户关系、数据资产等无形资产价值和重要性不断提升，成为不少企业的核心竞争力。 姜新录表示，此次《公告》将包括无形资产等在内的资产转让排除在增值税征税范围之外，将降低重组中的增值税税负，鼓励企业并购重组。政策之所以采取不征税而不是免税，是因为免税的话，对应的进项税金需要转出，而原不征税进项税金就可以正常抵扣。对资产接收方来说，以后转让，没有进项税金只有销项税金，国家税收利益不会受到损失。 此次《公告》除了扩大资产重组不征税范围外，还明确其对应的进项税额可以按规定从销项税额中抵扣。 葛玉御表示，此次《公告》明确符合相关条件的资产重组不属于“不得抵扣非应税交易”，这样使得相关进项税额可正常抵扣，有助于促进企业并购重组，符合当前国家在相关领域推动重组整合提升价值的政策趋势。 当然，想要享受上述优惠政策，必须同时满足前...

据同花顺iFinD数据，沪深京三市成交额超1万亿元，较上日此时缩量1326亿元，预计全天成交金额约2.3万亿元。截至目前，沪市成交额4310亿元，深市成交额5623亿元，北证50成交额80亿元。

2025年，东莞商业市场迎来新一轮扩容潮。全年共新开 5座 商业项目，新增商业体量 约49万平方米 。据赢商大数据显示，截至2025年末，东莞存量商业项目 已达115个 ，总体量 突破700万平方米 ，城市商业能级持续跃升。 这一年，多个标志性项目落地，填补区域空白，推动消费场景升级： 龙湾奥特莱斯广场 于2025年6月14日开业，由原家汇生活广场焕新改造而成，总商业面积达16万㎡米，成为东莞主城区首个奥特莱斯项目； MIXC VILLAGE万象滨海购物村 于12月28日亮相，以10万平方米的街区式奥莱形态，引入近百家国际名品折扣店，凭借高颜值场景设计打造滨海湾新区消费新地标； 石龙旗云广场 于12月31日正式启幕，13万平方米的体量使其成为东莞北部目前最大的集中式商业体，毗邻东莞火车站，强化TOD商业价值； 莞城凤凰新天地 于7月28日入市，6万平方米的商业空间激活老城区活力，成为“东莞记忆”文化复兴的重要载体； 横沥森扬汇 于9月28日开业，由原嘉荣卖场改造而来，作为横沥镇首个存量盘活的集中式商业体，填补横沥镇品质商业消费空白。 与此同时，头部零售品牌加速布局东莞。 山姆会员店厚街项目 正紧锣密鼓筹备，预计2026年开业； 宜家家居东莞首店 将于2026年2月初正式迎客； 盒马 在年初开出东莞首店后，旗下“超盒算”业态加速下沉至多个镇街，多点开花。 01. 2026年多项目齐发 构建“品质消费之都” 进入2026年，东莞商业将迎来爆发期。全年计划新开 5座重量级商业项目 ，新增商业体量 超40万平方米 ，涵盖高端零售、文旅融合、生态街区、历史焕新等多种形态，全面构建“高端引领、特色赋能、文旅融合”的多元消费新格局。这座“湾区智造门户”，正加速向“品质消费之都”转型。 鹏瑞天玥广场：东莞主城区品质商业破局者 区位：南城街道雅园宏伟六路 商业体量：11.7万㎡ 开业时间：2026年第四季度 开发商/运营：鹏瑞集团（自持+运营） 图源：项目官方 由CallisonRTKL（深圳万象天地设计团队）、新加坡Tierra Design（上海前滩太古里景观团队）等三大国际团队操刀，项目以“银河绿洲”为灵感，营造峡谷云庭生态商业场景，荣获美国缪斯设计奖铂金奖。作为集 11.7万㎡高端商业 、16万㎡甲级写字楼与10.8万㎡顶级住宅于一体的超级综合体，带着“深圳湾一号”基因的鹏瑞...

shaunl/iStock via Getty Images The following segment was excerpted from Alluvial Capital Management's Q4 2025 Letter To Partners. Zegona Communications was Alluvial Fund's best performer this year, and it wasn't a close contest. We originally purchased shares of Zegona on the thesis that the leveraged buyout of Vodafone Spain, completed in May 2024, would be a success. Specifically, that Vodafone Spain, under Zegona's management, would sell its valuable fiber networks, reduce operating costs, return to customer growth, and return capital to shareholders. If Zegona had accomplished only 3 out of 4, I would have called it a successful year, but Zegona did it all and the stock responded accordingly. Late last year, Vodafone Spain concluded a partial sale of its fiber joint venture with MasOrange, receiving proceeds of €1.4 billion. Combined with the €400 million from its other fiber joint venture sale, Zegona generated a total of €1.8 billion in cash. The company immediately rewarded shareholders with a €1.4 billion cash distribution, reserving €200 million for debt reduction and another €200 million for share repurchases. The shareholder distribution also had the happy effect of canceling 69% of Zegona's shares outstanding, as the distribution to shares held by Vodafone UK essentially extinguished the seller financing they had provided in the Vodafone Spain buyout. Following the distribution, Zegona has been very active in its share buyback program. The company also achieved a reduction in the interest rate on its term loan. I don't know if there is an annual award for "Leadership in European Telecommunications" but if so, consider this my nomination for Zegona CEO Eamonn O'Hare. Much of the move in Zegona's share price was the result of the market reclassifying Zegona from "speculative" to "investable." I think the market erred in the first place by classifying Zegona as the former, and I think the market continues to err in valuing Zegona at a discount to other larg...

It's going to be difficult to avoid benefit cuts for at least some people. Congress passed the Social Security Act over 90 years ago, and the program has undergone significant changes since then. But some of the biggest changes in the program's history, which millions of Americans rely on, could be yet to come. Within the next few years, Congress will have to act to reform Social Security to ensure its longevity. If it doesn't, the trust fund used to pay out benefits will run out of money, and the program will be legally required to cut its monthly payments across the board. As of the most recent update, Social Security Chief Actuary Karen P. Glenn expects the program to deplete its trust fund before the end of 2032. That gives Congress less than seven years to make the necessary changes, or the Social Security Administration (SSA) will have to cut benefits. Here's how we got here and how the program could change over the next few years. Why is Social Security in need of major reform? Before we dive into potential changes Congress could make to extend Social Security's health, it's important to understand exactly what is causing Social Security's trust fund to deplete. When Social Security first started collecting taxes from every American worker's paycheck in 1937, it placed those funds into a trust to pay out future benefits. Those funds were invested in safe government bonds to earn a bit of interest while the SSA waited for the program to start paying out monthly benefits in 1940. Over the years, the program generally brought in more revenue from payroll taxes than it paid out in benefits. That was helped by a growing economy in most years and the baby boomer generation entering the workforce. As a result, the United States had more people earning higher incomes, with relatively few collecting Social Security retirement benefits. But as the baby boomers started to retire, the demographic trend shifted. The number of retirees per worker is growing, straining Soci...

【有線新聞】有餐廳有意申請，希望人寵共融，會研究條件和條款，避免申請後容易違規，亦關注消毒清潔可能帶來額外成本。 這間餐廳標榜人寵共融，容許食客帶狗一起來，因為條例所限，狗狗只可留在餐廳外。餐廳有意申請放寬，認為條件亦合理，會關注清潔和消毒要求，亦希望日後執法要清晰。餐廳負責人Heyman：「毛孩一定有毛，毛飄向食物的話怎麼辦，如果食客投訴，食環署要如何處理，食環署也會很無奈，毛孩是會飄毛的，又是否意味，我們要每一、兩小時做一次消毒，這樣會否增加我們成本。」 食肆違規有可能被剔出名單，建議最多是三次，餐廳就覺得太嚴厲。Heyman：「其實不合理，因為只得三次，大家都是第一次試，很容易『中招』。我覺得真的要寬限期，大家看看現實是怎樣，再調整實際操作。」食肆不能煮食予狗隻，她就計劃到時再提供預製的零食之類，等狗狗都可以用餐。如果獲批放寛，餐廳屆時會將較外圍位置劃為寵物區，方便狗狗出入，亦不會妨礙其他顧客。 人寵共融，有非狗主認為可以接受，狗主就更加歡迎，會管好「主子」。狗主羅小姐：「牽狗繩，我認為是一定需要，作為狗主要盡自己責任，有狗繩可以控制自己的狗，起碼不要讓別人歧視我們的寵物。」陳小姐：「都沒有太大所謂，但有少少怕狗，就自己找其他位置坐，坐開一點。」姚先生：「如果有些狗狗體型較大，或可能會失控的，我建議戴上狗的口罩。」 當局會為狗主提供指引，避免滋擾其他顧客。

近日小鹏汽车将两个智能化一级部门 —— 自动驾驶中心、智能座舱中心 —— 合并为通用智能中心。新部门由原自动驾驶负责人刘先明主导，直接向董事长、CEO何小鹏汇报。有接近小鹏的知情人士表示，通用智能中心是一个面向汽车 + 机器人的全新AI组织，将围绕基座模型、Infra底座、平台化交付、产品和项目质量等圈层结构设立相关二级组织。新部门的AI技术中台底座，后续将同时为智能驾驶、智能座舱、机器人等应用层提供支撑。（财经网）

“手动抹掉”涨跌幅限制？ 2月2日，市场 热门产品 国投白银LOF单日净值暴跌31.5% ，创公募单日跌幅纪录。 由于 净值跌幅高于场内跌幅，也引发投资圈“炸锅” 。 国投白银LOF 对此 回应称， 是基金调整估值所致。至于未提前公告的原因，则意在避免恐慌与挤兑。 估值方法重大调整 当日晚间，国投白银LOF 公告，鉴于近期白银国际主要市场价格出现显著波动，与上期所白银期货差异较大。根据 《中国证监会关于证券投资基金估值业务的指导意见》及《国投瑞银白银期货证券投资基金（LOF）基金合同》的相关规定，为保护基金持有人利益，确保基金净值能够真实、公允地反映底层资产状况，国投瑞银基金管理有限公司经与相关基金托管人协商一致，决定参考白银期货国际主要市场的价格变动幅度，对基金资产进行合理重估。 自2026年2月2日起 ，公司对旗下证券投资基金持有的白银期货合约AG2604、AG2605、AG2606、AG2608、AG2610、AG2612， 参考估值日北京时间下午3点的白银期货国际主要市场价格相对前一交易日北京时间下午3点的波动幅度进行估值调整。 公司将综合参考各项相关影响因素并与基金托管人协商，自上述合约交易体现了活跃市场交易特征后，恢复按结算价估值方法进行估值，届时不再另行公告。 对于为何调整估值？国投瑞银进行了说明。 在近期的极端行情中，白银期货国际主要市场价格单日波动远超上期所白银期货价格的涨跌停比例限制。此时，若仍沿用当日上期所白银期货结算价进行估值，可能导致基金净值无法充分、及时地反映底层资产的真实公允价值。 因此，为确保基金净值能够真实、公允地反映底层资产状况，我们决定参考白银期货国际主要市场价格变动幅度，对基金资产进行合理重估。 （举个例子：假设国际银价下跌30%，但受制于17%的跌停限制，上期所白银期货仅下跌17%，若基金继续按其下跌17%的价格估值，其净值将“高估”实际资产价值，形成所谓的“估值滞后”。这种偏差意味着，基金账面的净值已不能准确代表其所持资产的真实价值。） 至于为何未提前公告？国投瑞银基金今日回应表示，意在避免恐慌与挤兑。 如果提前公告，担心被解读为有意引导投资者不要赎回，进而推测基金资产流动性出现严重问题，引发市场恐慌，出现挤兑。 2月2日，国投白银LOF复牌后，全天一字跌停。 国投白银LOF 同日 公告 ，将于2026年2月3日开市起至当...

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Multiple class action lawsuits have been filed against CoreWeave (NasdaqGS:CRWV) over allegations that the company misled investors about its AI infrastructure capacity and revenue guidance. In parallel, Nvidia has agreed to invest US$2b in CoreWeave and expand their operational partnership around AI data center infrastructure. The combination of legal actions and Nvidia’s capital commitment has put CoreWeave’s disclosures, growth plans, and partnership model under closer market scrutiny. CoreWeave operates AI focused cloud infrastructure, supplying GPU capacity to enterprises that want high performance compute without building their own data centers. With AI workloads drawing intense interest across public and private markets, any company tied closely to Nvidia’s hardware stack tends to attract attention. This mix of legal risk and new funding positions CoreWeave as a key name to monitor for investors following AI infrastructure. For you as an investor, a central question is how these lawsuits and Nvidia’s investment might reshape CoreWeave’s risk and opportunity profile. The following sections outline what is currently known about the claims, how the partnership could influence operations, and what this combination of pressure and support could mean for CoreWeave’s path ahead. Stay updated on the most important news stories for CoreWeave by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on CoreWeave. NasdaqGS:CRWV 1-Year Stock Price Chart Why CoreWeave could be great value The lawsuits focus on whether CoreWeave accurately represented its AI infrastructure capacity and revenue guidance, while Nvidia’s US$2b equity investment at US$87.20 per share signals confidence in the same infrastructure buildout story that is under legal challenge. For you as an investor, this creates a tension between legal o...

Rescuers praised a teenage boy’s “superhuman” survival instincts after he swam four hours through choppy waters off Australia to find help for his family. The 13-year-old boy swam 4km (2.5 miles) back to shore to raise the alarm after his mother and two younger siblings were swept out to sea while kayaking and paddleboarding near the Western Australian tourist town of Quindalup. Marine rescue volunteer Paul Bresland said the teenager’s four-hour swim saved his family, who were eventually found clinging to a paddleboard in the open ocean. I thought, mate, that is incredible Paul Bresland, rescue volunteer “He swam, he reckons, the first two hours with a life jacket on,” Bresland told national broadcaster ABC. Advertisement “And the brave fella thought he’s not going to make it with a life jacket on, so he ditched it, and he swam the next two hours without a life jacket.” “I thought, mate, that is incredible,” said Bresland, describing the boy’s efforts as “superhuman”. Advertisement Police inspector James Bradley said the boy’s actions “cannot be praised highly enough”. “His determination and courage ultimately saved the lives of his mother and siblings,” he told the ABC.

一名伊朗官员说，作为谈判开始的前提，德黑兰希望美国将军事资产撤离伊朗，“现在球在特朗普那边。” （路透社） 伊朗和美国官员定星期五（2月6日）在土耳其恢复核谈判，而美国总统特朗普重申，希望通过谈判与伊朗达成协议，若无法达成协议，“可能会发生不好的事情”。 伊朗和美国官员星期一（2日）向路透社披露，美国特使威特科夫和伊朗外交部长阿拉格奇星期五将在土耳其伊斯坦布尔会面，重启围绕伊朗核计划长期争议的外交努力，并消除中东爆发新一轮战争的担忧。 中东一名外交官说，沙特阿拉伯和埃及等国的代表也将出席。 一名伊朗官员说，作为谈判开始的前提，德黑兰希望美国将军事资产撤离伊朗，“现在球在特朗普那边。” 特朗普星期一在白宫被问及与伊朗达成协议的可能性，他说谈判正在进行。 特朗普告诉记者：“现在我们的舰队正在开往伊朗，都是大型的、最大、最好的那种，而我们正在与伊朗谈判，看看结果如何……如果能达成协议，那就非常好，如果不能，可能会发生不好的事情。” 伊朗消息人士上周告诉路透社，特朗普提出三个恢复核问题谈判的条件是：伊朗零浓缩铀、限制伊朗的弹道导弹计划、伊朗停止支持地区代理人。 一名中东外交官说，土耳其和其他地区盟友寻求缓和美伊局势。他说：“卡塔尔、沙特、阿联酋、埃及以及其他一些国家将出席伊斯坦布尔会谈。会谈将以双边、三边和其他形式进行。”

这势将成为自去年底Meta Platforms融资300亿美元以来，美国规模最大的高评级债券发行 美国加利福尼亚州，甲骨文公司。图：视觉中国

2月2日，徐州市统计局发布2025年徐州市经济运行情况。 根据地区生产总值统一核算结果，2025年全市实现地区生产总值9957.22亿元，按不变价格计算，比上年增长5.8%。这意味着，全力冲刺“万亿之城”的徐州，最终还是差了“一点”。 从三次产业结构来看，第一产业增加值792.46亿元，同比增长3.0%；第二产业增加值3656.29亿元，增长3.5%；第三产业增加值5508.47亿元，增长8.0%。 作为此前备受关注的准万亿城市之一，2024年徐州GDP已达9537.12亿元，距离万亿大关仅有“一步之遥”，也让外界对其 2025 年冲刺万亿目标充满期待。 从2025年徐州经济表现来看，全年5.8%的增速，高于全国（5.0%）、全省（5.3%）平均水平，显示出其稳健的经济走势。 细分数据亦可圈可点。比如，根据此前徐州市政府工作报告披露，2025年徐州社会消费品零售总额增长5.5%、居全省首位；“343”创新产业集群总规模突破8000亿元，其中工程机械“一号产业”增长18%。 从具体经济指标来看，徐州未能实现破万亿目标，主要是受投资增速下滑拖累。2025年，徐州固定资产投资同比下降11.9%。其中，第一产业投资下降27.4%，第二产业投资下降11.5%，第三产业投资下降11.9%。 偏居江苏西北部的徐州，是苏北经济实力最强的城市。在此之前，徐州一直将GDP突破万亿的时间节点设定在2025年。 早在2021年，徐州“十四五”规划纲要就提出，“到2025年，地区生产总值突破1万亿元”。其后，这一目标连续四年被写入徐州市政府工作报告。在2025年政府工作报告中，徐州明确提出：“朝着万亿级城市快步迈进，将‘十四五’规划蓝图变为现实。” 遗憾的是，徐州最终还是与这一目标擦肩而过。 对此，徐州市委书记宋乐伟此前在回应备受关注的“万亿”话题时谈到：“实事求是，顺其自然。”他还指出，“不要纠结于这个数字，不能被数字所累”，该怎么发展就怎么发展，要扎扎实实地发展。 面向“十五五”，徐州的万亿目标大概率将在2026年实现，江苏也将迎来第六座GDP万亿之城。 但这对徐州来说还只是起点。徐州“十五五”规划建议提出，区域中心城市始终是徐州发展的最大优势和最大潜力。 有分析认为，徐州未来发展的关键在于能否依托其区位优势，通过跨省联动建设成为辐射周边地区的枢纽城市。徐州应积极融入长三角一体化，努力成...