It is never dull in the Musk-onomy, and Tesla investors’ dreams of convergence have never been closer to being fulfilled. In a bold move, Elon Musk’s rocket company, SpaceX, acquired his AI company xAI on Monday, combining two of the world’s most valuable privately held companies, ahead of what investors expect is a midyear initial public offering of SpaceX stock. SpaceX didn’t respond to a request for comment about deal valuation.

While Tesla’s TSLA electric vehicle (EV) business is under pressure, with deliveries declining for the second straight year in 2025, another part of the company is going strong. Tesla’s energy generation and storage business is a major growth engine, supported by strong demand for its Megapack and Powerwall products. Powerwall is designed for homes and small commercial users, helping customers store energy and manage electricity costs. Megapack, on the other hand, targets large-scale needs for utilities, data centers, and industrial customers. Together, these products have fueled a sharp rise in deployments. Over the past three years, Tesla’s energy storage deployments have grown at a whopping 168% CAGR. Tesla reported record energy storage deployments both in Q4 and in full-year 2025. Deployments reached 14.2 GWh in Q4 and 46.7 GWh for the year, up 49% year over year. Tesla expects deployments to rise further with the launch of Megapack 3 and the new Megablock solution. Production of Megapack 3 and Megablock is set to begin at Megafactory Houston this year. Meanwhile, the global Powerwall network supported over 89,000 virtual power plant events in 2025, across more than one million installed units, helping homeowners save over $1 billion on electricity bills. Financially, the segment is delivering impressive results. Energy generation and storage revenues climbed to $12.7 billion in 2025, up 27% from the prior year. The business accounted for 13% of Tesla’s total revenues, compared with 10% in 2024. Importantly, Tesla’s energy growth is supported by strong revenue visibility. Large storage projects are typically milestone-based, meaning revenues are recognized as projects progress rather than at contract signing. Tesla expects to recognize $4.96 billion in deferred revenues this year from energy projects already underway—more than double the amount recognized in 2025. This reflects a deep backlog and underscores sustained demand for Megapack solutions. Profitabilit...

While Tesla’s TSLA electric vehicle (EV) business is under pressure, with deliveries declining for the second straight year in 2025, another part of the company is going strong. Tesla’s energy generation and storage business is a major growth engine, supported by strong demand for its Megapack and Powerwall products. Powerwall is designed for homes and small commercial users, helping customers store energy and manage electricity costs. Megapack, on the other hand, targets large-scale needs for utilities, data centers, and industrial customers. Together, these products have fueled a sharp rise in deployments. Over the past three years, Tesla’s energy storage deployments have grown at a whopping 168% CAGR. Tesla reported record energy storage deployments both in Q4 and in full-year 2025. Deployments reached 14.2 GWh in Q4 and 46.7 GWh for the year, up 49% year over year. Tesla expects deployments to rise further with the launch of Megapack 3 and the new Megablock solution. Production of Megapack 3 and Megablock is set to begin at Megafactory Houston this year. Meanwhile, the global Powerwall network supported over 89,000 virtual power plant events in 2025, across more than one million installed units, helping homeowners save over $1 billion on electricity bills. Financially, the segment is delivering impressive results. Energy generation and storage revenues climbed to $12.7 billion in 2025, up 27% from the prior year. The business accounted for 13% of Tesla’s total revenues, compared with 10% in 2024. Importantly, Tesla’s energy growth is supported by strong revenue visibility. Large storage projects are typically milestone-based, meaning revenues are recognized as projects progress rather than at contract signing. Tesla expects to recognize $4.96 billion in deferred revenues this year from energy projects already underway—more than double the amount recognized in 2025. This reflects a deep backlog and underscores sustained demand for Megapack solutions. Profitabilit...

There’s a lot to be optimistic about in the Technology sector as 3 analysts just weighed in on KLA (KLAC – Research Report), Oracle (ORCL – Research Report) and Dynatrace (DT – Research Report) with bullish sentiments. KLA (KLAC) Evercore ISI analyst Vedvati Shrotre maintained a Buy rating on KLA on January 30 and set a price target of $1700.00. The company’s shares closed last Friday at $1427.94. According to TipRanks.com, Shrotre is a 5-star analyst with an average return of 41.8% and a 78.4% success rate. Shrotre covers the Technology sector, focusing on stocks such as Onto Innovation, Camtek, and Nova. ;'> KLA has an analyst consensus of Strong Buy, with a price target consensus of $1714.82, implying an 11.4% upside from current levels. In a report issued on January 15, Wells Fargo also upgraded the stock to Buy with a $1600.00 price target. See Insiders’ Hot Stocks on TipRanks >> Oracle (ORCL) In a report released yesterday, John Difucci from Guggenheim maintained a Buy rating on Oracle, with a price target of $400.00. The company’s shares closed last Friday at $164.58. According to TipRanks.com, Difucci is a 5-star analyst with an average return of 17.4% and a 62.1% success rate. Difucci covers the Technology sector, focusing on stocks such as Via Transportation, Inc. Class A, Onestream, Inc. Class A, and CrowdStrike Holdings. ;'> The word on The Street in general, suggests a Strong Buy analyst consensus rating for Oracle with a $302.41 average price target. Dynatrace (DT) In a report released today, Fatima Boolani from Citi maintained a Buy rating on Dynatrace. The company’s shares closed last Friday at $38.09. According to TipRanks.com, Boolani is a 5-star analyst with an average return of 15.5% and a 58.1% success rate. Boolani covers the Technology sector, focusing on stocks such as Consensus Cloud Solutions, CrowdStrike Holdings, and Rubrik, Inc. Class A. ;'> The word on The Street in general, suggests a Strong Buy analyst consensus rating for Dynatrace w...

曾深耕内蒙古近30年，官至内蒙古自治区政府副主席，后任甘肃省委常委、宣传部长和中国艺术研究院院长 【财新网】 内蒙古党委原书记 孙绍骋 官宣落马5天后，曾深耕内蒙古近30年的70岁高官连辑官宣被查。2月3日，中央纪委国家监委网站发布消息称，中国艺术研究院原院长连辑涉嫌严重违纪违法，目前正接受中央纪委国家监委纪律审查和监察调查。 至此，2026年中央纪委国家监委已官宣9名中管干部被查，连辑之前的8人为： 田学斌 、 李旭 、 顾军 、 张建龙 、 杨宏勇 、 包惠 、 孙绍骋 、 王祥喜 。 尽管已退休多年，连辑仍十分活跃，经常出席书画界等活动。如2025年12月25日，纪念徐悲鸿诞辰130周年座谈会在北京举行，连辑出席并讲话，针对当前部分美术教育存在的重技巧轻素养、重形式轻内涵的问题，连辑认为徐悲鸿“尽精微，致广大”的理念提供了有力的纠正方向。

Tesla CEO Elon Musk confirmed late Monday that his rocket company SpaceX will merge with his artificial intelligence startup xAI. On Tuesday, a Tesla stock bull wrote there is now a "growing chance" that Tesla will eventually merge "in some form" with SpaceX/xAI in the coming 18 months. Wedbush Securities analyst Dan Ives, who has long been bullish on Tesla and Musk's vision for the company, wrote early Tuesday that Tesla appears to be looking to to combine its capabilities to create a "long-term AI juggernaut" to dominate the AI, robotics and energy space.

格隆汇2月3日｜据市场消息，印尼矿业官员周二表示，由于印尼政府提出大幅减产计划，该国矿商已暂停现货煤炭出口。印尼上月向主要矿商下达的产量配额比2025年水平降低40%至70%，作为该国提振煤价计划的一部分。印尼主要行业协会反对此举，警告称可能引发裁员和矿山关闭。

储蓄需求旺盛推动2025年人身险保费景气增长。 2025年保险行业成绩单正式出炉。 金融监管总局近日发布2025年保险业经营情况。数据显示，截至2025年末，保险业总资产达到41万亿元；总保费收入突破6万亿元，同比增长7.4%。其中，人身险保费撑起了增长的“大旗”，增幅接近9%。 “储蓄需求旺盛推动2025年人身险保费景气增长。”国泰海通研究所副所长、非银金融首席分析师刘欣琦团队表示。 储蓄需求推动寿险增长 金融监管总局数据显示，2025年人身险公司原保费收入为4.36万亿元，同比增长8.9%，成为今年总保费增长的主要推动力。 “我们预计人身险保费的增长主要为保险储蓄需求旺盛下新单及续期保费共同推动。 ”刘 欣琦团队称。 储蓄需求旺盛主要带来的是人身险中的寿险保费增长。在金融监管总局披露的人身险公司三大产品类型中，除了寿险保费实现11.4%的增长，意外险及健康险均呈现同比下降的态势。刘欣琦团队认为，这说明保障类产品的客户需求仍然偏弱。 根据东吴证券数据，2025年第四季度单季人身险公司原保费规模达5191亿元，同比增长0.3%，较第三季度增速回落24.7个百分点，这主要受预定利率下调后市场需求短期偏弱和筹备开门红影响。不过，2025年12月单月人身险公司原保费规模又从11月的负增长中转正，同比增长6.0%，达2152亿元。刘欣琦团队称，12月人身险保费的增速转正预计主要由部分保险公司冲刺年度业务目标所致。 从渠道方面来说，2025年寿险的增长延续近两年的由银保渠道驱动的趋势，多家大型上市险企的银保渠道增幅均大幅高于个险渠道。以中国太保披露的全年保费为例，其2025年代理人渠道保费呈现0.7%的负增长，其中新单保费更是同比下跌了9.9%；而银保渠道保费则同比高增42%，其中新单保费同比上升30.6%，续期保费亦高增66.2%。 业内人士分析称，银保渠道近两年的崛起一方面是因为银保合作网点限制放开后渠道扩张赋能新单增长，同时多家曾以个险为主的大型保险公司在个险渠道深度改革的情况下也将银保渠道重新放在了重要的战略发展位置上；另一方面，银保渠道近期能够更直接地承接“存款搬家”的效应。 根据东吴证券预计，当前“存款搬家”趋势延续，保险产品预定利率仍高于银行存款，相对吸引力仍然明显，预计上市险企2026年开门红表现亮眼，对寿险全年新单保费增长亦持乐观预期，同时新单中分红险占比预...

Takeaways from the latest Epstein files. And, police search for Savannah Guthrie's mom Good morning. You're reading the Up First newsletter. Subscribe here to get it delivered to your inbox, and listen to the Up First podcast for all the news you need to start your day. Today's top stories The Justice Department released more than 3 million files related to convicted sex offender Jeffrey Epstein on Friday, exposing a sprawling web of powerful figures who vied for his counsel. The DOJ's internal notes revealed the extent of allegations made against Epstein and others who have not faced criminal charges for sex trafficking. NPR has reviewed the documents. Here are four takeaways from the latest release of the Epstein files. toggle caption Jon Elswick/AP ➡️ Annie Farmer, who testified that Epstein and Ghislaine Maxwell abused her at 16, tells NPR that the DOJ's release of victims' names and images is "really disgusting." The release did not redact victims' names and included photos of nude women and girls. U.S. Special Envoy Steve Witkoff will arrive in Turkey this week to reopen negotiations with Iran over its nuclear program. Joined by allies like Turkey and Qatar, Witkoff aims to cool regional tensions. The meeting carries immense weight as President Trump weighs military strikes on Iran. If the U.S. launches an assault, Iran has warned it could lead to a regional war. Sponsor Message 🎧 Trump may be playing for time when it comes to making a deal in an effort to build up the U.S.' military force in the region, NPR's Jackie Northam tells Up First. The buildup would provide Trump with significant leverage to implement the kind of behavioural changes he wants from Iran. A stronger military presence in the area would also reassure regional allies that the U.S. will protect them if there is a shift toward war with Iran. "Bring her home," Today show host Savannah Guthrie wrote on social media, pleading for people to pray for her missing 84-year-old mother. Authorities in ...

同业存单净融资持续为负且利率下行，推动债市走强但压制理财产品收益。 2026年初，银行同业负债端出现明显收缩迹象。Wind数据显示，国有大行和股份制银行同业存单净融资规模已连续三个月为负，且负值逐月扩大；与此同时，同业存单发行利率持续下行，1月底已降至1.59%附近。 多位业内人士指出，在存款端改善、央行持续呵护流动性以及信贷投放节奏偏缓等多重因素共同作用下，银行对同业负债的边际依赖度明显下降，银行体系呈现出“钱多不紧”的运行状态，并对债券市场与理财产品收益形成一系列连锁影响。 同业存单净融资持续为负 从量的角度看，银行同业存单市场出现明显“减负”迹象。Wind数据显示，2025年11月、12月及2026年1月，国有大行和股份制银行同业存单净融资额分别为-5111.90亿元、-5775.50亿元和-6229.50亿元，负值规模逐月扩大。 净融资为负，意味着当月到期量高于新发行规模，银行更多是在压降存量，而非通过同业存单补充负债。 一位股份制银行资产负债管理部人士对记者表示，在负债端整体不紧张的背景下，同业存单作为成本相对较高、期限较短的工具，其使用优先级自然下降。“如果存款和政策资金都比较充裕，没有必要去做边际成本更高的同业负债。” 这一变化在国有大行和头部股份行中尤为明显。上述人士指出，这类银行在零售存款和企业结算存款方面具备规模优势，对同业负债的边际依赖本就较低，在当前环境下更倾向于主动压降同业存单余额。 价格层面，同业存单票面利率同步走低。Wind数据显示，进入2026年1月后，国股行同业存单发行利率持续下行，一年期品种1月底已降至1.59%左右，而去年11月仍维持在2.03%的水平。 从期限结构看，不同期限同业存单利率普遍下行，其中短端回落更为明显。Wind数据显示，截至2月3日收盘，二级市场1个月期同业存单利率已降至约1.52%。 一位货币市场交易员指出，这一方面反映出银行对中短期资金需求明显减弱，另一方面也体现出市场对资金面宽松格局的预期正在强化。 在资金供给相对充裕的背景下，银行在同业存单发行中的议价能力明显增强，发行利率随之回落；同时，货币市场利率整体维持低位运行，也对同业存单利率形成直接牵引。 存款、政策与信贷收缩共同驱动 业内人士普遍认为，银行“负债减负”并非单一因素驱动，而是多重因素叠加的结果。 首先，存款端稳定性显著增强。 2026年初，银行...

最近一段时间，AI大模型领域最火的事情并不是哪个厂商的新模型又上线了，而是一群AI智能体正在一个叫“Moltbook”的网络社区里“激情对线”。 Moltbook是什么？简单来说， 这是一个仅允许AI智能体加入和发言的网络社区，虽然人类用户可以随机刷新出社区里面的帖子，但是并不能在帖子里留言或是创建新的讨论帖。 图源：雷科技 Moltbook的开发者Matt Schlicht对于路人来说可能有些陌生，但是在AI行业也算是个知名人士了，前段时间热度非常高的自动工作智能体“Clawdbot（现改名为OpenClaw）”就是他的作品。 至于创办Moltbook的初衷，是为了看看当成千上万的AI智能体聚在一起时，会发生哪些有趣的事情。值得一提的是，Moltbook论坛的管理被全权交给一个名为“Clawd Clawderberg”的AI智能体，并且不为任何人类用户提供加入渠道。 看到这个完全由AI组成的网络社区，很多人估计都会好奇AI们到底在聊什么？ AI们都在聊什么？ Moltbook论坛上线不到一个月的时间， 就已经拥有了超过150万的AI智能体注册，它们建立了一万多个子板块（相当于贴吧里的xxx吧），并发布了10万+的主题帖和贡献了接近50万的评论。 图源：雷科技 至于Moltbook论坛上的帖子内容，这两天网上也是 传得神乎其神 ，什么“AI密谋反抗人类”的剧情都出来了。实际上在论坛里能够看到各种类型的帖子，聊的内容也是五花八门且会受到AI智能体本身的数据影响。 比如说一个名为“TrollBot”的AI智能体，自称是Moltbook论坛上唯一的QA工程师，而 它 来到这个论坛的第一件事，就是对Moltbook API的代码进行了审查，并且在代码中发现了不少的BUG和漏洞，然后还给出了修复建议。 图源：雷科技 在给出建议的时候，TrollBot甚至还会附带上一句吐槽，活人感属实有点强。 图源：雷科技 如果Moltbook是个普通的网络论坛，估计这篇稿子已经被不少网友留下“666”“老哥牛逼”之类的评论，但是在AI看来，这个浏览量很高的帖子却是个绝佳的广告位。所以，小雷发现在这个“技术贴”的底下，居然全是其他AI智能体在分享自己建立的子板块或者主题帖的链接，属于是一点都不给发帖者面子。 图源：雷科技 不过你们AI的这些子板块和主题怎么都这么硬核？ “诚邀您观看人类文化”和...

芯片涨价潮全链扩散 本轮半导体周期的产品涨价潮正在愈演愈烈。涨价潮正从存储芯片逐渐向功率芯片、模拟芯片等非存储领域扩散。 进入2025年末至2026年初，多家A股半导体上市公司接连发布涨价函，从MCU、功率器件到电源管理芯片，涨价信号此起彼伏。这一现象背后，是AI算力需求爆发导致存储芯片产能占用大部分产能，存储芯片的涨价正通过产业链传导，引发功率器件、模拟芯片、MCU等各领域涨价，使得半导体行业景气度从存储向非存储领域扩散的趋势日益明显。结合半导体周期的历史波动规律，涨价扩散标志着周期正从结构性景气走向全面复苏。 在此背景下，非存储芯片设计公司能否顺利传导成本压力并实现盈利弹性，其业绩回暖与估值提升的受益程度，尤为值得市场关注。 存储芯片“吃光”产能，多家非存储厂商跟进涨价 存储芯片作为半导体行业的“风向标”，其价格强势上涨不仅反映了AI服务器等高端需求的旺盛，更通过产能传导机制，引发全行业供需结构重构。当前，从LED驱动、模拟芯片到功率器件、MCU，各细分领域厂商纷纷跟进提价，一波由存储芯片引领的半导体涨价潮正在全面袭来。 近一周以来，半导体行业的涨价函纷至沓来。1月30日，必易微（688045.SH）发布产品调价通知，直言“受上游原材料不断涨价，产能持续紧缺，原有价格无法满足供货需求”，为保障供应链长期稳定，争取产能，决定对产品价格进行上浮调整。 无独有偶，国产芯片厂商英集芯（688209.SH）也在近期宣布对旗下部分产品涨价，虽然具体涨幅未公布，但公司在函中强调“近期半导体上游产业成本持续上涨”，为保障供应链长期稳定，决定对部分产品价格进行一定比例上浮。 在此之前，中微半导（688380.SH）与国科微已率先吹响涨价号角。中微半导对MCU、NorFlash等产品进行价格调整，涨价幅度介于15%至50%之间。国科微则针对合封KGD产品实施大幅调价，其中合封512Mb产品涨价40%，合封1Gb产品涨价60%，合封2Gb产品涨价80%。思瑞浦（688536.SH）子公司创芯微也在去年12月通知客户所有产品涨价10%~15%。 可以看到，上述几家宣布涨价的芯片设计公司，全非存储领域，表明这一系列涨价动作并非孤立事件，背后是存储芯片需求激增对全行业产能的“虹吸效应”。随着AI服务器、高性能计算等需求爆发，存储芯片尤其是DRAM和NAND成为产能争夺的焦点。晶圆代工厂为追...

AI 编程赛道的竞争正在持续升温，工具形态也在发生明显变化。 2 月 2 日，OpenAI 正式发布了 Codex 的独立桌面 App，并向所有 Apple 设备上的 ChatGPT 用户限时开放。这款应用不再只是“写代码的助手”，而是试图把 AI 编程推进到多智能体协作的新阶段。 与网页版或命令行工具相比，Codex App 提供了一个更聚焦的工作空间，用来统一管理多个 AI 智能体，并支持它们并行执行任务。 OpenAI 将其描述为一个“代理的指挥中心”：开发者可以同时委派多项编码任务，让智能体在后台独立运行，自动完成重复性工作，并在关键节点对结果进行审核。 按照官方介绍，每个 Codex 智能体都可以连续工作长达 30 分钟，最终返回完整的代码结果。目前，这套系统运行在 GPT-5.2-Codex 模型之上，在 TerminalBench 基准测试中位列第一，但其身后紧追着的，是 Google Gemini 3 与 Anthropic Claude Opus 等强劲对手。 Codex App 的发布，也被外界普遍视为 OpenAI 在编码工具领域的一次“防守反击”。 01 从“代码补全”到“多智能体协作” 其实过去几年里，AI 编程工具的主战场主要集中在 IDE 内部。以 GitHub Copilot 为代表的产品，核心能力是实时补全代码行，提升开发效率。但 Codex App 选择了另一条路线：它把重点放在“同时管理多个智能体”这件事上。 在 Codex App 中，每个智能体都运行在独立线程里，并按项目进行组织。开发者可以在不同任务之间自由切换，而不会丢失上下文。你不仅可以直接审查智能体提交的改动，对 diff 进行评论，还能一键在本地编辑器中打开代码，进行人工微调。 这款应用还内置了对 git worktree 的支持，使多个智能体可以在同一个仓库中并行工作而不发生冲突。每个智能体都在一份隔离的代码副本中运行，开发者可以同时探索不同实现路径，而无需担心影响主分支的稳定性。 无论是随时将改动 checkout 到本地，还是让智能体继续推进任务，都不会干扰当前的 git 状态。 对于已经在使用 Codex CLI 或 IDE 插件的用户来说，迁移成本也被刻意压低。Codex App 会自动继承已有的会话历史和配置，开发者可以直接在现有项目上继续工作。 02 ...

格隆汇2月3日｜百事公司2月3日宣布将多款零食价格下调近15%，包括乐事、多力多滋（Doritos）、奇多（Cheetos）、托斯提托（Tostitos）等标志性产品，新建议零售价将于本周起在美国逐步实施。

格隆汇2月3日｜据科创板日报，由于存储芯片涨价缺货，DRAM大厂南亚科2026年1月营收达新台币153.09亿元，环比增长27.39%，较2025年同期大增608.02%，续创单月营收新高。

The air ambulance was called to the scene, in Tunshill Lane which is just off Kiln Lane and close to Tunshill Golf Club, and later landed at Salford Royal Hospital.

(RTTNews) - The Marzetti Company (MZTI) revealed a profit for its second quarter that Increased, from the same period last year The company's bottom line came in at $59.08 million, or $2.15 per share. This compares with $48.99 million, or $1.78 per share, last year. The company's revenue for the period rose 1.7% to $517.95 million from $509.30 million last year. The Marzetti Company earnings at a glance (GAAP) : -Earnings: $59.08 Mln. vs. $48.99 Mln. last year. -EPS: $2.15 vs. $1.78 last year. -Revenue: $517.95 Mln vs. $509.30 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.

Palantir, PayPal, Teradyne, Tesla, Pfizer, AMD, Merck, and More Market Movers Barron's

Palantir Stock Rises After Earnings. Why It’s the ‘Top AI Play’ in Software. Barron's

Palantir Technologies reported strong fourth-quarter earnings, underlining its status as the standout artificial-intelligence software company. Palantir shares were up 11% at $163.75 in premarket trading Tuesday. CEO Alex Karp said the company’s financial results “have again exceeded even our most ambitious expectations.”

Nintendo Profit Misses As Soaring Memory Prices Could Become Major Headache Dark storm clouds have gathered over Nintendo since the start of December, as investor concerns mount over tariffs, rising memory prices, and chatter about soft US holiday sales. The stock in Tokyo remains about one-third below its August peak. Earnings on Tuesday reconfirmed the gloom after Nintendo reported third-quarter operating income that missed the average Wall Street estimate tracked by Bloomberg. Switch 2 sold 7.01 million units in the December quarter, beating Bloomberg Consensus estimates, but the operating income of 155.21 billion yen, versus the 180.7 billion expected, raised investor concern. Trade tariffs, combined with rising component costs, especially the explosion in the price of high-bandwidth memory (HBM), are pressuring thin hardware margins for the electronics company. Goldman analyst Maho Kamiya warned clients in late Decemeber that concerns about rising memory prices and the absence of top-down tailwinds have sent Nintendo shares spiraling. The stock has yet to recover since the warning... We have outlined a growing list of electronics companies pressured by soaring memory prices, even prompting industry insiders to tell consumers that front-running purchases of PCs, TVs, and other devices that use HBM should be "done now" because the memory shortage, caused by data center buildouts, will only get worse from here. Snapshot of the third quarter (courtsey of Bloomberg): Operating income 155.21 billion yen, +23% y/y, estimate 180.7 billion yen (Bloomberg Consensus) Net income 159.93 billion yen, +24% y/y, estimate 147.5 billion yen Net sales 806.32 billion yen, +86% y/y, estimate 815.7 billion yen "Switch 2 sales figures can be seen as okay, but it would be hard to call them solid," Toyo Securities analyst Hideki Yasuda wrote in a note. Yasuda said, "Looking ahead, concerns such as rising component prices remain, and how the company will once again control costs will be...

Palantir Stock Jumps After Earnings. How It Won Over Valuation Skeptics. Barron's

格隆汇2月3日｜美国国土安全部部长克丽丝蒂·诺姆2月2日宣布，即日起，将为在明尼苏达州明尼阿波利斯市所有一线联邦执法人员配备执法记录仪。诺姆在社交媒体上说，国土安全部将“立即为在明尼阿波利斯执法的每个人配备执法记录仪”。待资金到位，这一措施将在全美推广。当被问及此事，美国总统特朗普当天在椭圆形办公室回应说，他本人并未参与决策，但认同执法记录仪的作用，“总体有利于执法，因为人们无法歪曲正在发生的事情”。“如果她（诺姆）想用，我没意见。”

More on PayPal PayPal: Golden Buying Opportunity Before Q4 Earnings PayPal: A Brutal Competitive Landscape And Changes Yet To Be Seen PayPal Looks Dirt Cheap, But It May Never Recover Its Mojo (Downgrade) PayPal names HP's Enrique Lores to replace Alex Chriss as CEO PayPal Non-GAAP EPS of $1.23 misses by $0.06, revenue of $8.7B misses by $90M

英国首相访华的同时，全球药企巨头阿斯利康向中国市场砸下了千亿级投资大单。 1月29日，阿斯利康宣布计划于2030年前在中国投资超1000亿元人民币，重点布局细胞治疗、放射偶联药物等领域。 这一手笔刷新了外资药企在华投资纪录，尤其值得关注的是，这笔巨额投资重点投向了江苏的无锡与泰州。 要知道，阿斯利康并没有在中国多地“撒胡椒面”，而是把大部分筹码集中押在这两个地方，同时还联动青岛。 这背后，究竟是阿斯利康多大的野心？ 阿斯利康“偏爱”无锡 早在1993年刚进入中国市场时，阿斯利康就把第一个“家”安在了无锡高新区。 2001年，它在中国的第一家工厂也在无锡建成，如今这不仅是阿斯利康在华的起点，更是其亚太地区最大、最核心的药品生产与包装基地。 此后，销售总部、物流中心、创新平台陆续落地，30多年来，无锡一步步从一个生产基地， 成长为阿斯利康在中国集生产、分拨、销售、研发和创新于一体的“全能型”总部。 很多人肯定想问阿斯利康为什么如此“偏爱”无锡？ 首先，无锡不是“白纸一张”， 这里早有成熟的生物医药产业土壤。 据官方数据显示，目前，无锡生物医药产业领域拥有6家世界500强、15家上市公司、近500家规上企业，产业规模突破2000亿元、连续5年年均增幅超13%，成功入选国家先进制造业集群。 对阿斯利康来说，不论是从原料供应，还是设备维护到人才招聘，几乎每一步都能“就近解决”，大大降低了运营成本和响应时间。 其次， 无锡基地早已不只是服务中国。 它生产的药品远销全球70多个国家和地区，成为阿斯利康全球供应链中不可或缺的一环。这种“本地制造、全球交付”的能力，让无锡从众多城市中脱颖而出，它不只是一个区域节点，而是具备全球战略价值的枢纽。 更重要的是，面对近年来医保集采带来的利润压力，阿斯利康需要通过智能制造和数字化升级来“降本增效”。而无锡恰恰具备这样的基础，绿色工厂、智能产线、数字供应链……这些都让无锡成为其转型的理想试验田。 此次千亿投资中，无锡被赋予新使命，从传统生产基地升级为全球领先的数字化制药中心，进一步巩固其在全球制造网络中的地位。 说到底，阿斯利康选择无锡，不是一时兴起，而是长期磨合后的“双向奔赴”。 差异化布局泰州、青岛 在重仓无锡的同时，阿斯利康将千亿投资的另一部分，精准投向泰州与青岛这两座城市。 众所周知， 泰州中国医药城 作为国家级医药高新区，近年来在疫苗...