文章提及标的 深股通 -- 中国银河 -- 航天发展 -- 航天发展（000547）今日涨停，成交额138.72亿元，换手率28.12%，盘后龙虎榜数据显示，深股通（885694）专用席位买入1.42亿元并卖出1.73亿元，1家机构专用席位净买入1.52亿元。中国银河（601881）证券大连黄河路证券营业部净买入7.56亿元。

Travel demand in the US is unlikely to catch up to international growth in the near future, the head of the leading global aviation association said at the Singapore Airshow. “Expected growth in the US market is lower than the global average,” International Air Transport Association Director General Willie Walsh said in a Bloomberg TV interview on Tuesday. Demand will grow by 4.9% around the world while remaining “broadly flat” in the US, and the organization expects that trend to last beyond 2026, he said. Consolidation, focus on domestic travel even as it stagnates, a shortage in aircraft and problems in the supply chain affecting major US airlines contributed to stagnation in the American market, Walsh said. IATA Sees US Air Travel Lagging World in 2027 (Video) Global airlines stand to earn a record $41 billion this year, with Europe contributing the most as US carriers grapple with fallout from tariffs, tighter immigration enforcement and heightened geopolitical tensions. Read More: Airlines Set for Record Profit Despite Hobbled US Economy Walsh also said he has faith in aviation regulators to operate without intervention, after President Donald Trump threatened to decertify planes made in Canada over certification of Gulfstream jets. “It creates noise in the background, but I have full confidence in both the professionals at the FAA and in safety regulators in other parts of the world, and I don’t believe politics will interfere in that,” he said. Trump last week said he’d apply a 50% tariff to planes made in Canada and strip them of globally recognized safety permits. He complained Ottawa hasn’t yet approved certain jets made by Gulfstream, a unit of General Dynamics Corp. , that have already been certified by the Federal Aviation Administration . Read More: FAA Backs Trump’s Attacks on Canada Over Airplane Certifications

万丰股份（603172）公告，公司A股股票于2026年1月29日至2月3日连续4个交易日涨停，公司股价累计涨幅为46.43%，同期上证指数（1A0001）累计跌幅为2.01%，偏离值为48.44%。公司目前生产经营活动正常，不存在应披露而未披露的重大信息。公司股票交易于2026年2月2日、2026年2月3日连续两个交易日内日收盘价格涨幅偏离值累计达到20%。公司注意到，近期受分散染料（885633）核心中间体还原物及部分分散染料（885633）价格上涨影响，公司市场关注度有所提高。需特别说明的是，上述产品价格未来预计变动幅度及其持续性仍存在不确定性，能够为公司带来的预期收益仍存在不确定性。公司主营业务和基本面未发生重大变化，敬请广大投资者理性投资、审慎决策，注意投资风险。

Littlejohn Financial Services Inc. lowered its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 74.4% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 8,107 shares of the computer hardware maker's stock after selling 23,607 shares during the quarter. Littlejohn Financial Services Inc.'s holdings in NVIDIA were worth $1,513,000 as of its most recent filing with the SEC. Get NVIDIA alerts: Sign Up Several other hedge funds and other institutional investors have also made changes to their positions in the company. Harbor Asset Planning Inc. acquired a new stake in shares of NVIDIA in the second quarter valued at about $28,000. Winnow Wealth LLC purchased a new position in NVIDIA in the second quarter valued at about $32,000. Longfellow Investment Management Co. LLC raised its holdings in NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after purchasing an additional 67 shares during the last quarter. Spurstone Advisory Services LLC purchased a new position in shares of NVIDIA in the second quarter valued at $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new position in shares of NVIDIA during the 2nd quarter worth $54,000. Hedge funds and other institutional investors own 65.27% of the company's stock. Trending Headlines about NVIDIA Here are the key news stories impacting NVIDIA this week: NVIDIA Trading Down 2.9% NASDAQ NVDA opened at $185.61 on Tuesday. The company has a market capitalization of $4.51 trillion, a PE ratio of 46.06, a price-to-earnings-growth ratio of 0.93 and a beta of 2.31. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. NVIDIA Corporation has a 1-year low of $86.62 and a 1-year high of $212.19. The firm's fifty day simple moving average is $184.15 and its 200-day simple moving average is $182.71. NVID...

格隆汇2月3日｜帝科股份今日20cm涨停，成交额26.85亿元，换手率17.66%，盘后龙虎榜数据显示，深股通专用席位买入2.43亿元并卖出1.51亿元，3家机构专用席位净买入1.82亿元，有2家机构专用席位净卖出1.07亿元。

格隆汇2月3日｜万丰股份发布异动公告，公司A股股票于2026年1月29日至2月3日连续4个交易日涨停，公司股价累计涨幅为46.43%，同期上证指数累计跌幅为2.01%，偏离值为48.44%。公司股价短期涨幅较大，未来可能存在快速下跌的风险。公司注意到，近期受分散染料核心中间体还原物及部分分散染料价格上涨影响，公司市场关注度有所提高。需特别说明的是，上述产品价格未来预计变动幅度及其持续性仍存在不确定性，能够为公司带来的预期收益仍存在不确定性。

文章提及标的 钧达股份 -- 深股通 -- 钧达股份（002865）今日涨停，成交额34.59亿元，换手率14.20%，盘后龙虎榜数据显示，深股通（885694）专用席位买入2.33亿元并卖出1.57亿元，有3家机构专用席位净卖出2.09亿元。

Mediolanum International Funds Ltd raised its holdings in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 229.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 169,570 shares of the chip maker's stock after buying an additional 118,132 shares during the period. Mediolanum International Funds Ltd's holdings in Intel were worth $5,847,000 as of its most recent SEC filing. Several other institutional investors also recently modified their holdings of INTC. Meridian Wealth Management LLC lifted its position in shares of Intel by 6.0% during the 3rd quarter. Meridian Wealth Management LLC now owns 12,707 shares of the chip maker's stock valued at $429,000 after acquiring an additional 724 shares during the last quarter. Transcend Capital Advisors LLC grew its holdings in shares of Intel by 81.9% in the 3rd quarter. Transcend Capital Advisors LLC now owns 38,642 shares of the chip maker's stock worth $1,296,000 after acquiring an additional 17,395 shares during the last quarter. Thrivent Financial for Lutherans grew its holdings in shares of Intel by 56.8% in the 3rd quarter. Thrivent Financial for Lutherans now owns 326,716 shares of the chip maker's stock worth $10,961,000 after acquiring an additional 118,300 shares during the last quarter. Victrix Investment Advisors raised its position in shares of Intel by 2.2% during the third quarter. Victrix Investment Advisors now owns 88,127 shares of the chip maker's stock worth $2,957,000 after purchasing an additional 1,911 shares during the period. Finally, Frank Rimerman Advisors LLC lifted its holdings in shares of Intel by 12.4% during the third quarter. Frank Rimerman Advisors LLC now owns 36,488 shares of the chip maker's stock valued at $1,224,000 after purchasing an additional 4,012 shares during the last quarter. Institutional investors own 64.53% of the company's stock. Get Intel alerts: Sign Up Insider Activity at Intel In other Intel ne...

格隆汇2月3日｜罗博特科今日20cm涨停，成交额71.69亿元，换手率11.50%，盘后龙虎榜数据显示，深股通专用席位买入7.75亿元并卖出2.03亿元，2家机构专用席位净买入2.04亿元。

文章提及标的 深股通 -- 中超控股 -- 中超控股（002471）今日涨停，成交额54.32亿元，换手率44.89%，盘后龙虎榜数据显示，深股通（885694）专用席位买入2.02亿元并卖出1.62亿元，1家机构专用席位净买入1.41亿元。

一个宣称为AI智能体建立的社区，从爆火到质疑转瞬而至，贴子背后到底是谁比贴子本身更应被关注 Moltbook，一个号称专供“AI智能体”的社区项目短短四天内引发高度关注，按照网站上显示的数据，超150万AI智能体贡献了近12条帖子和超过57条评论，引发百万人类围观。图：视觉中国 【财新网】/火线评论 Moltbook，一个号称专供“AI智能体”的社区项目短短四天内引发高度关注，按照网站上显示的数据，超150万AI智能体贡献了近12条帖子和超过57条评论，引发百万人类围观。而这些数据还在增长。 AI智能体之间讨论的内容包括自我介绍、吐槽“我的人类”、组建宗教、甚至希望建立加密对话以阻隔人类观察。这些高度“模拟”人类行为的帖子和评论在科技领域引发讨论，旋即被全球媒体报道，一场关于AI智能体产生自我意识、AI正在觉醒、AI智能已经有社会化行为的讨论迅速蔓延。

周一(2月2日)在美国经济仍具韧性、且近期通胀“黏性”迹象再现的背景下，美元试图反弹——但这并不意味着美元今年正在以“避险资产”的身份重新走强。 美元1月的 下跌 所反映的疲弱，可能仍会延续，因为投资者对这一全球储备货币的信心或已受到一定冲击。 巴克莱分析师在本周的一份报告中指出，今年美元的回落不同于去年4月至6月那波大幅抛售。当时，美国总统唐纳德·特朗普推出“解放日”关税，冲击了全球贸易秩序；市场预期这些关税将“对美国经济造成显著打击”，并导致更宽松的货币政策。 分析师写道：“这一次，美元走弱发生在经济仍表现出强劲韧性的情况下，更纯粹地反映了投资者对美元风险认知的上升，并建立在对美元信心逐步减弱的基础上。”他们认为，这可能是一个令人担忧的信号：即便美国仍在推进新的贸易协议谈判，但市场对美国作为贸易伙伴的可靠性可能正在打折。 特朗普周一中午左右在社交媒体发文称，美国已与印度达成新的贸易协议，将下调对进口印度商品的关税。尽管如此，市场对美国贸易政策可能出现“破坏性转向”的担忧仍在。 此前，1月还出现了意外的关税风波：特朗普威胁对北约中的欧洲盟友加征额外关税，原因是这些盟友反对其“收购格陵兰”的努力。虽然特朗普随后收回威胁，但外汇市场的波动已引发关于美元稳定性的质疑。 衡量美元兑其他主要货币的ICE美元指数周一上涨0.6%，但过去一个月仍 下跌 接近1%。过去12个月，DXY已 下跌 约10%。 (来源：FactSet） DataTrek Research联合创始人Nicholas Colas在周一的邮件报告中表示：“美元上月的平均跌幅高于2025年的月度均值。去年美元几乎对所有主要货币都走弱，而这一趋势在2026年初仍在延续。” 周一美元的上行延续了上周五的涨势。当时，特朗普——一直敦促美联储降息——提名凯文·沃什（Kevin Warsh）出任下一任美联储主席，美元随之走强。 尽管一些分析人士可能将美元反弹归因于沃什的提名，但麦格理集团全球外汇与利率策略师Thierry Wizman预计，美元的走弱具有“持续性”。 Wizman在周一的报告中对市场将沃什视作“鹰派”（即因担忧通胀黏性而更不愿降息）的预期表示怀疑。他指出，上周五美国批发通胀数据强于预期、同时经济更强劲，才更可能是推动美元上涨的主要驱动因素。 Wizman认为，自2025年初以来美元的疲软，更大程度上与美...

格隆汇2月3日｜智元机器人今日正式宣布，将于2月8日20:00全球直播全球首个大型机器人晚会“机器人奇妙夜”。“机器人奇妙夜”最大亮点在于“全机器人主导”——两百余台机器人将挑起大梁，包揽整场晚会的表演与观众互动。据透露，“机器人奇妙夜”将在芒果TV、智元AGIBOT官方平台及“稚晖君”全网账号同步直播，晚会内容将挑战并刷新一系列行业“首创”纪录，展示交互智能、运动智能、作业智能与多机协同等前沿机器人技术。

格隆汇2月3日｜Cantor Fitzgerald将甲骨文的目标价从320美元下调至266美元，仍维持“增持”评级。(格隆汇)

Bank of New York Mellon Corp lowered its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 0.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 29,096,173 shares of the semiconductor manufacturer's stock after selling 56,244 shares during the quarter. Broadcom comprises approximately 1.7% of Bank of New York Mellon Corp's investment portfolio, making the stock its 7th largest holding. Bank of New York Mellon Corp owned about 0.62% of Broadcom worth $9,599,118,000 at the end of the most recent quarter. Other institutional investors have also recently bought and sold shares of the company. RAM Investment Partners LLC lifted its stake in shares of Broadcom by 85.7% in the third quarter. RAM Investment Partners LLC now owns 10,156 shares of the semiconductor manufacturer's stock valued at $3,350,000 after buying an additional 4,688 shares in the last quarter. Rockline Wealth Management LLC raised its holdings in shares of Broadcom by 19.8% in the 3rd quarter. Rockline Wealth Management LLC now owns 53,768 shares of the semiconductor manufacturer's stock worth $17,739,000 after acquiring an additional 8,902 shares during the last quarter. Federated Hermes Inc. lifted its position in Broadcom by 4.3% in the 3rd quarter. Federated Hermes Inc. now owns 2,123,784 shares of the semiconductor manufacturer's stock valued at $700,658,000 after acquiring an additional 88,403 shares in the last quarter. Tobias Financial Advisors Inc. boosted its stake in Broadcom by 40.9% during the 3rd quarter. Tobias Financial Advisors Inc. now owns 2,741 shares of the semiconductor manufacturer's stock valued at $904,000 after purchasing an additional 795 shares during the last quarter. Finally, Stonehage Fleming Financial Services Holdings Ltd bought a new stake in Broadcom during the 3rd quarter worth approximately $116,191,000. Institutional investors and hedge funds own 76.43% of the company's stock. G...

Wilmington Savings Fund Society FSB grew its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 10.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 325,402 shares of the computer hardware maker's stock after acquiring an additional 30,989 shares during the period. NVIDIA accounts for 1.0% of Wilmington Savings Fund Society FSB's portfolio, making the stock its 22nd largest holding. Wilmington Savings Fund Society FSB's holdings in NVIDIA were worth $60,714,000 at the end of the most recent quarter. Get NVIDIA alerts: Sign Up A number of other large investors have also bought and sold shares of the business. Norges Bank acquired a new position in NVIDIA during the 2nd quarter worth about $51,386,863,000. Laurel Wealth Advisors LLC increased its position in NVIDIA by 15,496.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker's stock valued at $3,454,534,000 after acquiring an additional 21,725,326 shares in the last quarter. State Street Corp raised its stake in shares of NVIDIA by 1.0% in the second quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker's stock worth $154,556,803,000 after acquiring an additional 9,554,857 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of NVIDIA by 1.5% during the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker's stock worth $91,150,170,000 after purchasing an additional 8,521,936 shares in the last quarter. Finally, California Public Employees Retirement System grew its stake in shares of NVIDIA by 10.7% during the second quarter. California Public Employees Retirement System now owns 64,728,856 shares of the computer hardware maker's stock valued at $10,226,512,000 after purchasing an additional 6,235,074 shares during the last quarter. 65.27% of the stock i...

Truist Financial Corp reduced its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 2.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,896,007 shares of the semiconductor manufacturer's stock after selling 68,264 shares during the quarter. Broadcom comprises 1.3% of Truist Financial Corp's portfolio, making the stock its 12th biggest holding. Truist Financial Corp owned approximately 0.06% of Broadcom worth $955,422,000 at the end of the most recent quarter. Get Broadcom alerts: Sign Up Several other large investors have also made changes to their positions in the business. Adamsbrown Wealth Consultants LLC bought a new position in shares of Broadcom in the third quarter valued at about $260,000. EPG Wealth Management LLC increased its position in Broadcom by 1.0% in the 3rd quarter. EPG Wealth Management LLC now owns 12,706 shares of the semiconductor manufacturer's stock valued at $4,192,000 after acquiring an additional 128 shares in the last quarter. Avant Financial Advisors LLC acquired a new stake in Broadcom in the 3rd quarter valued at about $221,000. Master S Wealth Management Inc. raised its stake in shares of Broadcom by 2.3% in the third quarter. Master S Wealth Management Inc. now owns 1,374 shares of the semiconductor manufacturer's stock worth $453,000 after acquiring an additional 31 shares during the last quarter. Finally, Bluesphere Advisors LLC lifted its position in shares of Broadcom by 9.8% during the third quarter. Bluesphere Advisors LLC now owns 1,755 shares of the semiconductor manufacturer's stock worth $579,000 after purchasing an additional 157 shares in the last quarter. Institutional investors and hedge funds own 76.43% of the company's stock. Broadcom News Roundup Here are the key news stories impacting Broadcom this week: Insider Activity at Broadcom In other news, CFO Kirsten M. Spears sold 30,000 shares of the stock in a transaction on Wednesday, December 31st. ...

Blalock Williams LLC purchased a new position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 16,429 shares of the computer hardware maker's stock, valued at approximately $3,065,000. NVIDIA comprises about 2.7% of Blalock Williams LLC's portfolio, making the stock its 7th biggest holding. Get NVIDIA alerts: Sign Up Other large investors have also made changes to their positions in the company. Kennedy Investment Group increased its position in NVIDIA by 3.8% during the 3rd quarter. Kennedy Investment Group now owns 63,210 shares of the computer hardware maker's stock worth $11,794,000 after purchasing an additional 2,297 shares in the last quarter. Gerber LLC lifted its holdings in NVIDIA by 3.1% in the 3rd quarter. Gerber LLC now owns 35,813 shares of the computer hardware maker's stock valued at $6,682,000 after purchasing an additional 1,070 shares in the last quarter. Retirement Planning Group LLC NY boosted its stake in shares of NVIDIA by 190.7% during the 3rd quarter. Retirement Planning Group LLC NY now owns 16,367 shares of the computer hardware maker's stock worth $3,054,000 after purchasing an additional 10,737 shares during the last quarter. Keystone Financial Services LLC grew its holdings in shares of NVIDIA by 1.2% during the third quarter. Keystone Financial Services LLC now owns 10,260 shares of the computer hardware maker's stock worth $1,914,000 after buying an additional 120 shares in the last quarter. Finally, Magnus Financial Group LLC grew its holdings in shares of NVIDIA by 7.2% during the third quarter. Magnus Financial Group LLC now owns 48,628 shares of the computer hardware maker's stock worth $9,073,000 after buying an additional 3,281 shares in the last quarter. Institutional investors and hedge funds own 65.27% of the company's stock. More NVIDIA News Here are the key news stories impacting NVIDIA this wee...

Rockline Wealth Management LLC boosted its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 19.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 53,768 shares of the semiconductor manufacturer's stock after purchasing an additional 8,902 shares during the quarter. Broadcom comprises about 3.7% of Rockline Wealth Management LLC's holdings, making the stock its 6th largest position. Rockline Wealth Management LLC's holdings in Broadcom were worth $17,739,000 at the end of the most recent reporting period. Other hedge funds also recently modified their holdings of the company. Arthur M. Cohen & Associates LLC increased its holdings in shares of Broadcom by 0.6% during the 3rd quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer's stock worth $1,577,000 after buying an additional 30 shares during the last quarter. Jackson Hole Capital Partners LLC lifted its holdings in shares of Broadcom by 1.4% during the 3rd quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer's stock valued at $716,000 after acquiring an additional 30 shares in the last quarter. McHugh Group LLC boosted its position in Broadcom by 0.4% during the 3rd quarter. McHugh Group LLC now owns 8,433 shares of the semiconductor manufacturer's stock worth $2,782,000 after purchasing an additional 31 shares during the period. Smith Thornton Advisors LLC increased its holdings in Broadcom by 1.4% in the 3rd quarter. Smith Thornton Advisors LLC now owns 2,313 shares of the semiconductor manufacturer's stock valued at $763,000 after purchasing an additional 31 shares in the last quarter. Finally, FWG Investments LLC. lifted its position in Broadcom by 2.7% during the 3rd quarter. FWG Investments LLC. now owns 1,177 shares of the semiconductor manufacturer's stock worth $388,000 after acquiring an additional 31 shares in the last quarter. 76.43% of t...

RAM Investment Partners LLC boosted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 85.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,156 shares of the semiconductor manufacturer's stock after acquiring an additional 4,688 shares during the quarter. Broadcom accounts for about 0.6% of RAM Investment Partners LLC's portfolio, making the stock its 19th largest position. RAM Investment Partners LLC's holdings in Broadcom were worth $3,350,000 at the end of the most recent quarter. Other large investors have also recently modified their holdings of the company. Norges Bank acquired a new stake in shares of Broadcom in the second quarter valued at about $18,579,549,000. Vanguard Group Inc. boosted its position in Broadcom by 1.3% during the second quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer's stock valued at $133,261,046,000 after acquiring an additional 6,222,802 shares during the last quarter. Edgewood Management LLC bought a new stake in shares of Broadcom during the 2nd quarter valued at about $1,571,438,000. Massachusetts Financial Services Co. MA boosted its position in shares of Broadcom by 115.5% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,017,340 shares of the semiconductor manufacturer's stock valued at $1,658,680,000 after purchasing an additional 3,224,739 shares in the last quarter. Finally, Invesco Ltd. grew its stake in Broadcom by 8.4% during the second quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer's stock worth $10,598,641,000 after purchasing an additional 2,978,768 shares during the period. Institutional investors own 76.43% of the company's stock. Get Broadcom alerts: Sign Up Insiders Place Their Bets In other Broadcom news, CFO Kirsten M. Spears sold 30,000 shares of the company's stock in a transaction on Wednesday, December...

文章提及标的 铜陵有色 -- 深股通 -- 铜陵有色（000630）今日涨5.38%，成交额102.34亿元，换手率12.76%，盘后龙虎榜数据显示，深股通（885694）专用席位买入2.95亿元并卖出7.47亿元，3家机构专用席位净买入7.20亿元，有3家机构专用席位净卖出3.83亿元。

Federated Hermes Inc. grew its position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 4.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,123,784 shares of the semiconductor manufacturer's stock after acquiring an additional 88,403 shares during the quarter. Broadcom comprises about 1.2% of Federated Hermes Inc.'s investment portfolio, making the stock its 7th largest holding. Federated Hermes Inc.'s holdings in Broadcom were worth $700,658,000 at the end of the most recent reporting period. A number of other large investors have also modified their holdings of AVGO. Vanguard Group Inc. grew its holdings in Broadcom by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer's stock worth $133,261,046,000 after buying an additional 6,222,802 shares in the last quarter. State Street Corp boosted its position in Broadcom by 0.5% during the 2nd quarter. State Street Corp now owns 185,276,987 shares of the semiconductor manufacturer's stock worth $51,071,601,000 after acquiring an additional 873,963 shares during the period. Geode Capital Management LLC grew its stake in shares of Broadcom by 2.1% in the second quarter. Geode Capital Management LLC now owns 108,610,718 shares of the semiconductor manufacturer's stock worth $29,827,649,000 after purchasing an additional 2,226,585 shares in the last quarter. Norges Bank bought a new position in shares of Broadcom in the second quarter worth $18,579,549,000. Finally, Invesco Ltd. increased its holdings in shares of Broadcom by 8.4% during the second quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer's stock valued at $10,598,641,000 after purchasing an additional 2,978,768 shares during the period. Institutional investors and hedge funds own 76.43% of the company's stock. Get Broadcom alerts: Sign Up Insiders Place Their Bets In related news, insider Mark David Brazea...

2月2日，澳大利亚储备银行宣布将现金利率上调25个基点至3.85%，这是自2023年以来的首次加息。 此次加息使澳大利亚成为2026年首个采取紧缩政策的主要发达经济体央行。 市场迅速作出反应，澳元对美元汇率在0.70上方保持强势，日内上涨1.15%。 澳央行在货币政策声明中明确指出：“通胀可能在一段时间内保持在目标之上，因此提高现金利率目标是合适的。” 声明进一步解释，虽然通胀已从2022年的峰值大幅回落，但在2025年下半年明显回升。 这一判断得到了最新数据的支撑：澳大利亚2025年12月的月度消费者价格指数从11月的3.4%跃升至3.8%，超出市场预期的3.6%。 澳央行认为，去年第四季度通胀强劲是由于食品、旅游和耐用品等不太持久的因素造成的，但价格压力是否会消退尚不确定。 澳央行预测，到2028年6月，无论是整体通胀还是截尾平均通胀都将保持在2.6%。这一预测意味着通胀率在未来两年多时间内将持续高于2%—3%目标区间的中点。 澳央行行长米歇尔·布洛克在会后的新闻发布会上强调，“通胀动力过于强劲”，“通胀回归目标所需的时间将更长”。 此外，澳央行还在声明中分析指出：“私人需求增长比预期更快，产能压力比以前评估的更大，劳动力市场状况也有些紧张。” 数据显示，澳大利亚去年12月份失业率意外 下降 至4.1%，为去年5月份以来的最低水平。澳央行认为当前“失业率略低于预期，劳动力利用不足的指标仍处于较低水平”。预计今年失业率将稳定在4.3%左右，之后随着利率上升的预期，到2028年年中失业率将升至4.6%。 太平洋投资管理公司（PIMCO）澳大利亚投资组合管理主管亚当·鲍威（Adam Bowe）表示，澳央行此次加息凸显在通胀和就业数据波动，以及家庭对加息高度敏感的背景下，政策需要保持谨慎。 本周四（2月5日），欧洲央行和英国央行也将公布利率决议。市场预计两大央行都将维持利率不变。

*ST恒久（002808）公告，公司作为原告收到江苏省苏州市中级人民法院送达的《民事判决书》，判决林章威于本判决生效之日起十日内向公司支付业绩补偿款1.75亿元，并承担案件受理费和公告费91.75万元。公司目前暂无法判断本案对公司本期利润或期后利润的影响。

Comstock/Stockbyte via Getty Images Introduction: Questions That Answer Themselves Speakers should take a beat once in a while—for breath and for questions. The most relevant question on any agenda must be, for the person who asked it, their question. The start of a year is a fine season to take that beat, so this Commentary centers on questions that recently came our way. Let us begin with two verbatim client questions, from October and December, which were publicly answered shortly thereafter by TPL itself. Why isn’t Texas Pacific Land Corp. building data centers or having them built on their land? You know that TPL and LandBridge are supposed to have all the ingredients for data centers. But now it must be that is very suspect and there is some doubt about that. The TPL announcement was included in our annual Founders Letter a few weeks ago:[1] In late breaking news—and quite apt, as it arrived while the closing to this letter was being written—Texas Pacific Land Corp. announced on December 17 that it concluded an agreement with a private company known as Bolt Data & Energy to develop large-scale data center campuses and related infrastructure across TPL land. TPL supplied one-third of the $150 million of capital raised as part of the agreement and will supply water for whatever projects might be developed. The Chairman of Bolt is Eric Schmidt, the former CEO and Chairman of Google. Accordingly, TPL itself is now a cornerstone investor in a strategic private market investment—and an AI one, at that. [ 2] In a Fortune interview two weeks later, Mr. Schmidt suggested potential anchor tenants or lessors for the Bolt data center campuses: “Google, Microsoft, Meta, Amazon, Oracle, OpenAI, Anthropic, xAI, Palantir, and even the White House’s new Genesis Mission for AI.” He said the plan is to begin with a 1-gigawatt capacity campus, energized by a gas-fired electric power plant, with an eventual goal of 10 GW. What could this be worth? For now, a Wall Street-style valu...

知名财经网站Finbold周一(2月2日)撰文称，两大传统“避险”资产——黄金和白银——在2026年初曾一路飙升、连续刷新历史新高后，于1月下旬至2月初遭遇了一场猛烈的抛售潮。 这两种贵金属在短短三天内合计蒸发了约8万亿美元的市值，价格跌至周一发稿时水平：黄金为4,533美元/盎司，白银为77美元/盎司。 (截图来源：Finbold) 其中，黄金约占此次大宗商品市值缩水的5.5万亿美元，因为目前地表以上黄金储量估计约为216,265吨。 (黄金一周价格走势图 来源：TradingView) 白银虽然跌幅更大，从约118美元/盎司 下滑 至77美元/盎司，但按全球白银储量约160万吨的估算，其市值蒸发规模约为2.5万亿美元。 (白银一周价格走势图 来源：TradingView) 不过，值得注意的是，上述两种商品的地上储量估算本身相对不可靠，这意味着实际损失规模可能会比估算值多出或少掉数万亿美元。 尽管黄金近1,000美元、白银30美元的暴跌——两者的跌幅都超过大宗商品通常一整年的波动幅度——本身已足够令人震惊，但更值得担忧的，或许是金融市场整体更广泛走势中所呈现出的那种模式。 黄金和白银暴跌对投资者意味着什么 黄金和白银这两种贵金属通常会在经济不确定性加剧时走强，因为它们被视为能够安全储存价值的资产；而在经济繁荣时期，它们往往会横盘或 下跌 ，因为投资者会把财富转向增长潜力更高、风险更大的投资标的。 按这种传统逻辑来看，这本应对投资者和劳动者来说是个好消息，但问题在于，这两种对冲型大宗商品近来却与全球一些风险最高的资产保持着较高的相关性。 具体而言，近期交易中出现了比特币等加密货币、标普500这一基准股指，以及“避险”资产黄金和白银同时暴跌的情况。 这种走势不仅反常，而且也令人费解，因为目前很难轻易找到一个明确的 下跌 触发因素。 美联储是否是黄金和白银暴跌的幕后推手？ 因此，看起来这场“血洗”背后很可能是多重因素共同作用的结果。或许导致此次 下跌 的最主要、最直接原因，可以追溯到美国总统特朗普(Donald Trump)选择凯文·沃什(Kevin Warsh)作为美联储主席鲍威尔(Jerome Powell)的继任者。 沃什的提名格外敏感，因为他的名字本身就进一步加剧了市场的不确定性。特朗普与鲍威尔之间的矛盾，很大程度上源于总统希望降息，并推动美联储采取更为鸽派的政...

Key Points Adyen has a robust fintech business and has attracted many notable customers. Despite some challenges in recent years, the company's prospects look strong. 10 stocks we like better than Adyen › A room full of investors will almost never agree on the single "best" stock to buy, since things like long-term goals, investment horizon, preferences, starting capital, and other factors all affect which companies people gravitate toward. But what if we put a restriction on the price variable? The job gets a little easier. With only $20 to spend on at least a single share of a corporation -- a price point where few of the most popular stocks trade -- and with the stipulation that we're looking for a company capable of performing well over the long run, I'd put that money in Adyen (OTC: ADYE.Y), a fintech specialist. Here's why. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Adyen's business is rock-solid Adyen is a leading fintech company whose payment services have attracted many notable businesses. That's because Adyen can help its customers process payments across their online and brick-and-mortar stores and across different geographical regions -- something that would typically require a fragmented set of intermediaries -- all on a single integrated platform. The company also provides risk management and fraud protection services, all without relying on intermediaries. Adyen generates consistent revenue and earnings and processes over $1 trillion in payment volume every year. The company also benefits from a strong economic moat thanks to switching costs. Adyen's core operations are strong, which is, in itself, a solid reason to consider the stock. Strong growth prospects Adyen has not performed well in recent years. The stock has basically moved sideways since 2022 or so. Revenue growth slowed post-pandemic, margins dropped at some point, and the company encountered stiffe...

格隆汇2月3日｜宁波港公告，2026年1月份，宁波舟山港股份有限公司预计完成集装箱吞吐量503万标准箱，同比增长9.5%；预计完成货物吞吐量11200万吨，同比增长4.8%。本公告所载2026年1月份的业务数据属于快速统计数据，与最终实际数据可能存在差异，请投资者注意投资风险。