港股今日預計將低開超過200點，主要受到科技股表現疲弱拖累。其中，阿里巴巴的美國預託證券(ADR)價格較香港收市價低約2%，騰訊及小米的股價亦下跌約1%。 美股市場動態 美國股市表現反覆，道瓊斯工業平均指數一度上升260點，但納斯達克指數則下跌約1%，跌至超過一個半月以來的新低。軟件及晶片類股份普遍受壓，其中AMD股價急瀉17%。 業界觀點與國際消息 晶片製造商Nvidia輝達創辦人黃仁勳公開駁斥「人工智能將取代軟件工具」的說法，認為這種觀點不合邏輯。 另一方面，中美元首近日通話，美國總統特朗普表示，期待於四月訪問中國。特朗普在通話中，強調了雙方合作的重要性。 經濟數據與國際談判 美國私人企業職位增長速度出現放緩跡象，市場關注下周三公布的非農就業數據，以評估勞動市場的最新狀況。 國際政治方面，伊朗與美國將於周五就核問題展開新一輪談判，預計會談將影響全球地緣政治局勢及能源市場走向。

BEIJING, Feb. 4, 2026 /PRNewswire/ -- Baidu, Inc. (NASDAQ: BIDU and HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)), ("Baidu" or the "Company"), a leading AI company with strong Internet foundation, today announced that its Board of Directors (the "Board") has approved a new US$5 billion share repurchase program and a dividend policy, with the objective of further enhancing shareholder returns. The Board has authorized a new share repurchase program for up to US$5 billion of the Company's shares, effective through December 31, 2028. The Board will periodically review the repurchase program and may adjust its terms and size as appropriate. With our substantial cash reserves and sound financial management capabilities, we aim to create and continuously enhance long-term value for our shareholders through our proactive shareholder return initiatives. Apart from previous repurchase tactics, this brand new program will be executed on a regular basis in a disciplined and transparent manner, guided by a strategic focus beyond short-term stock price fluctuations. Repurchases may be effected from time to time through open market transactions at prevailing prices or by other legally permissible means, in compliance with applicable regulations and subject to market conditions. In addition, with the objective of further enhancing shareholder returns, the Board has approved the adoption, for the first time, of a dividend policy for the Company's ordinary shares, which may include regular and/or special distributions of dividends. Future dividend distributions will be supported by sustainable funding sources, primarily derived from operating profits and potentially supplemented by proceeds from non-core asset disposals and other investment returns. The Board intends to establish a clear, balanced policy framework that aligns shareholder returns with the continued strategic growth of the Company. The Board expects to declare the first payment of dividend in 2026. The declaration...

Kotak Mahindra Bank Ltd. is recruiting as many as 500 engineers as the billionaire Uday Kotak -backed Indian lender pushes to amp up its technology to lift its long-term competitiveness. Chief Technology Officer Bhavnish Lathia is targeting recruits at large tech firms as well as competing banks to build a “technology company with a banking license,” he said in an interview. The firm’s technology workforce of more than 2,000 people is drawn largely from companies such as Alphabet Inc. and Apple Inc. , alongside Wall Street firms including Goldman Sachs Group Inc. and JPMorgan Chase & Co. , he said. “Where we see a unique opportunity is in combining talent from deep tech companies with talent that brings deep domain expertise,” Lathia said. “To me, it’s like ginger and cardamom going into chai.” India’s banking sector is ramping up investments in tech amid steady growth in deposits and buoyant credit activity. While adoption of artificial intelligence remains in the early stages across many firms, larger banks are increasing its use for customer service and fraud detection. Competition for talent is also picking up as global firms hire in India, pushing up salaries and attrition rates. Kotak’s push pits it against other lenders in the region known for their technology prowess, including Singapore’s DBS Group Holdings Ltd. and Australia’s Macquarie Group Ltd. When a regulatory technology embargo imposed in 2024 due to shortcomings at Kotak was lifted last year, it paved the way for an acceleration of its tech drive, Lathia said. The bank used the pause to rework its core banking systems and bring large portions of software development in-house, reducing reliance on external vendors and giving engineers tighter control over mission-critical infrastructure. Since then, Kotak has gone more than a year without a single unplanned outage in its core banking system, while handling a 60% to 70% year-on-year increase in transaction volumes. Transaction latency — the time taken...

The company beat the consensus analyst top- and bottom-line estimates in its latest-reported quarter. Just after market close on Tuesday, Brandywine Realty Trust (BDN +11.70%) unveiled its latest set of financial figures. Buoyed by a double beat on analyst estimates, the real estate investment trust (REIT) enjoyed a nearly 12% increase in price the following day. Getting out of the office Brandywine, which focuses on office properties but is pivoting into other segments, published its fourth-quarter and full-year 2025 results. These showed that the company's revenue for the quarter was just under $121 million, down marginally from the same period of 2024. On a brighter note, it narrowed its net loss under generally accepted accounting principles (GAAP) to $36.9 million, or $0.21 per share, from the year-ago quarter's $44.8 million deficit. Funds from operations (FFO), generally considered a more revealing metric for REITs, fell to $14.6 million ($0.08 per share) from $29.9 million in the fourth quarter of 2024. Both figures were higher than the consensus analyst estimates. Brandywine-tracking pundits were collectively modeling $116.6 million for revenue, and a non-GAAP (adjusted) net loss of $0.23 per share. Expand NYSE : BDN Brandywine Realty Trust Today's Change ( 11.70 %) $ 0.33 Current Price $ 3.15 Key Data Points Market Cap $490M Day's Range $ 2.88 - $ 3.23 52wk Range $ 2.74 - $ 5.13 Volume 4.9M Avg Vol 4.2M Gross Margin 25.84 % Dividend Yield 16.31 % Encouraging guidance In its earnings release, Brandywine said it met many of its 2025 objectives, including that for tenant retention -- no mean feat in an office segment that has struggled in recent years. It proffered FFO guidance of $0.51 to $0.59 per share for the full year. This indicates management expects notable performance improvement over the coming quarters, making it a REIT worth watching in the months ahead.

中信证券研报指出，SpaceX 获批部署额外7500颗二代星链，申请100万颗卫星星座；我国提交新增20.3万颗卫星申请。卫星频轨资源申请已上升至国家战略层面，中美商业航天竞争日趋激烈。在ITU“7-9-12-14年”强制发射约束下，高密度发射窗口效应将把火箭与卫星制造推入“刚性放量”的轨道。 政策与资本持续赋能，我国商业航天政策进入加速期。2026 年前后，商业航天产业将进入由“技术验证”迈向“规模化产业化”的关键拐点。随着中国星网和 G60 千帆星座批量化发射、海南商发与商业运载火箭投入使用，大运力、低成本趋势将引领行业开启新时代，太空算力进一步打开行业天花板。探月、深空探索、太空旅行等领域的进展将持续拓展产业潜力，中美在卫星频轨资源、空间算力等领域的竞争将推动行业加速迭代。 投资端，目前锐度较高的方向是 可回收火箭、spaceX链、太空算力，而低轨通信卫星链 是最先有基本面逻辑和订单支持的细分领域。我们认为投资端应更聚焦核心资产，寻找“通胀环节”及“边际新增”方向，看好 火箭3D打印、卫星射频天线、卫星碳纤维复材、太阳翼、星间激光通信 等相关标的。 商业航天：中美竞争激烈，发展进入快车道 1月9日，美国联邦通信委员会（FCC）正式批准SpaceX部署额外7500颗二代星链；1月30日，SpaceX向FCC提交名为“轨道数据中心系统”的卫星星座发射申请，计划发射、运营至多100万颗卫星组成的星座；2025年12月我国向国际电信联盟（ITU）提交新增20.3万颗卫星的申请。由于空间资源、频谱资源为极为有限的战略资源，卫星频轨资源申请已上升至国家战略层面，中美商业航天竞争日趋激烈。 商业航天是以盈利为主要目的、遵循市场机制的航天活动，因此运载火箭的低成本、大运力是商业航天时代的发展趋势，火箭可回收是实现火箭成本下降的重要路径，SpaceX引领的垂直起落技术是当前重点发展的回收手段。 行业格局方面，SpaceX是商业航天时代的领军者，我国商业火箭则呈现出国家队主导、民营火箭公司相继进入的双路径格局。国家队以航天科技、航天科工两大集团为主，在固体燃料、发射场、客户资源等方面具有明显优势；民营公司凭借自身灵活优势近年来不断取得进展。 据中国航天工业科学技术咨询有限公司微信公众号，2025年全球火箭发射329次，其中中国92次、入轨航天器377颗，美国198次、入轨航天器4...

格隆汇2月5日｜据央视，国共两党智库论坛昨天（4日）在北京闭幕。中国国民党副主席萧旭岑率团返台前表示，此行依循台湾主流民意，务实建立起两岸对话平台，相信只要从实事做起，更高层级的交流将水到渠成。4日下午，中国国民党副主席萧旭岑率团参访清华大学，在人工智能学院，萧旭岑一行与师生就人工智能技术应用、防灾减灾、新能源等领域的产、学、研合作展开交流。值得关注的是，论坛闭幕当天，文化和旅游部宣布恢复上海居民赴金门、马祖旅游。萧旭岑表示，这是一个良好的开始。

Meta Platforms, Inc. (NASDAQ:META - Get Free Report) COO Javier Olivan sold 517 shares of the business's stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $714.60, for a total value of $369,448.20. Following the completion of the sale, the chief operating officer owned 9,615 shares in the company, valued at approximately $6,870,879. The trade was a 5.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Get Meta Platforms alerts: Sign Up Javier Olivan also recently made the following trade(s): On Monday, January 26th, Javier Olivan sold 517 shares of Meta Platforms stock. The stock was sold at an average price of $665.00, for a total transaction of $343,805.00. On Tuesday, January 20th, Javier Olivan sold 517 shares of Meta Platforms stock. The shares were sold at an average price of $608.35, for a total transaction of $314,516.95. On Monday, January 12th, Javier Olivan sold 517 shares of Meta Platforms stock. The stock was sold at an average price of $653.00, for a total value of $337,601.00. On Monday, January 5th, Javier Olivan sold 517 shares of Meta Platforms stock. The shares were sold at an average price of $650.41, for a total value of $336,261.97. On Monday, December 29th, Javier Olivan sold 517 shares of Meta Platforms stock. The shares were sold at an average price of $658.14, for a total transaction of $340,258.38. On Monday, December 22nd, Javier Olivan sold 517 shares of Meta Platforms stock. The shares were sold at an average price of $661.11, for a total transaction of $341,793.87. On Monday, December 15th, Javier Olivan sold 517 shares of Meta Platforms stock. The shares were sold at an average price of $646.00, for a total value of $333,982.00. On Monday, December 8th, Javier Olivan sold 517 shares of Meta Platforms stock. The shares were sold at an average price of $669.63, for a total ...

格隆汇2月5日｜据央视，从商务部了解到，随着2026年消费品以旧换新加力实施，各地掀起了焕新潮。“新国补”实施首月，消费品以旧换新惠及1613万人次，销售汽车、家电、数码和智能产品925.6亿元。目前，2026年消费品以旧换新政策已经全面落地。“新国补”带来的真金白银优惠叠加春节大礼包，让消费者焕新热潮高涨。

格隆汇2月5日｜联合国秘书长古特雷斯4日发表声明，称俄美《新削减战略武器条约》失效对于国际和平与安全而言是一个严峻时刻。俄美《新削减战略武器条约》有效期至今年2月5日，是俄美《中导条约》2019年失效后两国间唯一的军控条约。

寧德時代曾毓群：2030將是可持續能源元年，零碳科技已具備商業競爭力 富途牛牛

格隆汇2月5日｜据柬中时报、路透，柬埔寨内政部发言人杜索卡当天在接受媒体采访时透露，柬方正以高压态势打击电信网络诈骗犯罪，并承诺最迟于今年4月底在全国范围内“清剿”电诈犯罪，实现彻底清零。杜索卡表示，此轮行动是柬埔寨迄今“规模最大、力度最强、体系最完整的”一次系统性反诈行动，执法导向已从“打击”升级为“清剿”。他强调，这不是遏制，而是彻底铲除电诈犯罪。他还警告称，任何在柬境内从事电诈活动的不法分子都将被依法严惩，“绝无侥幸空间”。

格隆汇2月5日｜美高梅中国在香港暂停交易。

随着2026年消费（883434）品以旧换新加力实施，各地掀起了焕新潮。“新国补”实施首月，消费（883434）品以旧换新惠及1613万人次，销售汽车、家电、数码和智能产品925.6亿元。商务部数据显示，1月份，家电以旧换新、数码和智能产品购新线下销售接近8成，同比增长约20%。政策红利的持续释放，也在带动休闲娱乐、交通出行、特色餐饮等跨场景消费（883434）。一些地方已经形成了以旧换新引流、多元消费（883434）增收的良性格局。(央视新闻)

格隆汇2月5日｜新城发展(1030.HK)拟以先旧后新方式配售1.98亿股股份，占扩大后股本约2.73%；每股配股价2.39港元，较昨日收市价2.81港元折让14.95%，集资4.73亿港元。公司拟将所得款项净额约4.69亿港元，用于集团的未来发展、偿还公司日后到期的债务及用作一般营运资金。

Bobby Jain ’s eponymous hedge fund firm added five more portfolio managers in Asia, pushing ahead with an expansion to compete with larger multistrategy rivals. Squarepoint Capital alumnus Nicanor Trano and former Barclays Plc trader Xiong Jiujiu both joined Jain Global in Singapore as rates and macro portfolio managers, according to a person with knowledge of the matter and the regulatory registry. Tian Mingyong , who previously traded for Schonfeld Strategic Advisors, is now a Jain Global systematic portfolio manager in the city-state. Taking a similar job in Hong Kong is Xu Haochen, a former quantitative researcher at Squarepoint. Separately, Edward Li started in Hong Kong as a fundamental equities portfolio manager, after leaving Citadel a year ago. A Jain Global representative declined to comment. Jain Global has joined the scores of hedge fund firms that allocate money among a multitude of portfolio managers, relying on their trading skills, diverse strategies and tight risk controls to churn out stable returns. The New York-based firm is vying for talent with larger rivals that have deeper pockets, such as Millennium Management, Citadel and Balyasny Asset Management. Hedge fund clients have been turning to so-called pod shops to weather increasingly volatile markets. The combined assets of multi-manager hedge funds jumped 16% in the year through June 2025 after nearly stalling in the previous 12 months, according to a Goldman Sachs Group Inc. report in October. Their headcount increased at an annual pace of 21% since 2017, while staff numbers in the rest of the global hedge fund industry were little changed. A former co-investment officer of Izzy Englander’s Millennium, Jain raised $5.3 billion in 2024 for his own firm. Instead of growing the business gradually and expanding to Asia later like most US and European competitors, he decided to build a full-fledged platform, front-loading expenses. That includes an Asia business from day one, led by regional chie...

全球内存芯片供应持续紧张，正影响智能手机厂商的生产计划和库存节奏。 美国芯片制造商高通（Qualcomm）公布最新季度财报。尽管当季营收和盈利略高于市场预期，但公司给出的下一季度业绩指引不及华尔街预估，主要受内存芯片供应紧张影响，高通股价在盘后交易中一度下跌近10%。 高通表示，截至2025年12月28日的2026财年第一财季，公司实现营收约122.5亿美元，同比增长5%，高于分析师平均预期的约121.8亿美元，GAAP净利润为30.04亿美元，同比下降5.5%，非GAAP净利润为37.8亿美元，同比增长3%，小幅超过市场预期。同时半导体业务（QCT）营收 106.1 亿美元、授权业务（QTL）营收 15.9 亿美元，均实现同比增长。 不过，在面向2026 财年第二季度的业绩指引中，高通预计营收区间约为102 亿至 110 亿美元、而分析师普遍预期约111 亿美元以上。同期调整后每股收益预计在 2.45 美元至 2.65 美元的区间，低于市场预估的 2.89 美元左右。 高通指出，全球内存芯片供应持续紧张，正影响智能手机厂商的生产计划和库存节奏，进而抑制对其处理器的出货需求。 高通首席执行官Cristiano Amon（克里斯蒂亚诺・阿蒙）在财报发布后表示，业绩指引承压的主要原因在于供应链限制，而非终端市场需求出现明显下滑。“我对我们的业务表现感到满意，只是希望能有更多内存资源，”Amon在接受采访时表示。 他指出，在内存供应受限的情况下，手机厂商正将有限资源优先配置至利润更高的高端机型，这一趋势在一定程度上支撑了高通在高端安卓智能手机市场的芯片需求，但同时对中低端机型相关出货形成压力。 当前由存储引发的供应链危机正在对整个智能手机芯片行业构成挑战。除高通外，其他主要芯片设计公司同样面临来自终端厂商库存调整和生产节奏放缓的影响。其中，另一家手机设计公司联发科近年来在中低端和主流智能手机处理器市场占据较大份额，其客户群体对成本和供应波动的敏感度相对更高。该公司一月初发布的两款高端芯片意在进一步增强其在高端智能手机市场的竞争力，以摆脱中低端市场的束缚。 面对产业链挑战和智能手机市场周期性波动，高通在业绩发布会上表示，将加速在汽车、物联网（IoT）、个人电脑与数据中心等业务领域的拓展。在当季，高通汽车芯片业务营收约11 亿美元，同比增长约15%，物联网（IoT）业务营收约...

格隆汇2月5日｜马斯克的火箭-卫星公司SpaceX准备在登陆股市后，尽早为其股票带来一波提振。据知情人士透露，这家最近与xAI合并的公司的顾问已接触包括纳斯达克(Nasdaq)在内的主要指数提供商，讨论SpaceX和今年其他热门初创公司如何能比通常更快地被纳入关键指数。公司通常必须在上市后等待数月或一年，才能被纳入标普500指数或纳斯达克100指数等主要指数。被纳入指数可以开启获取基金的散户和机构资金的通道，尤其是那些跟踪指数表现、因而必须持有指数成分股的基金。传统的等待期旨在让公司有时间证明，它们足够稳定且流动性充足，能够应对来自指数基金的大量买盘。作为其计划中IPO的一部分，SpaceX希望规避传统规则，以便尽早为其股东带来流动性。这些知情人士称，SpaceX的顾问已寻求改变指数政策，以便让该公司能被快速纳入主要指数，并惠及其他高估值的非上市公司。SpaceX最新估值为8,000亿美元，目标估值超过1万亿美元，若成功上市，将成为美国有史以来规模最大的IPO。

Tech dominated the headlines again today, as the sector slump entered day two. Most of today’s earnings reports were solid, even if not solid enough to stem the losses. The Nasdaq Composite fell more than 1.5% on Wednesday, for its worst two-day stretch since October.

格隆汇2月5日｜PacifiCorp 周三敦促俄勒冈州一家上诉法院撤销使这家伯克希尔-哈撒韦旗下公用事业公司面临 520 亿美元野火潜在赔偿责任的裁决。这家总部位于俄勒冈州波特兰市的公用事业公司拒绝了该州数千名民众的索赔要求，这些民众指控该公司在 2020 年劳动节周末的一场大风中因疏忽而没有关闭电线，从而引发了野火。PacifiCorp 称，初审法官让四场野火（每场野火都相距超过 100 英里(161 千米)）的受害者在一起集体诉讼中起诉是错误的，其中包括一场被归咎于闪电的第五场野火造成的损害。公用事业公司还表示，法官不应该让陪审员对 "非经济 "损失（如精神痛苦）和财产损失进行赔偿。"这是一场悲剧。"PacifiCorp 的律师西奥多-布特拉斯（Theodore Boutrous）在俄勒冈州上诉法院的三位法官组成的合议庭上谈到野火时说："问题是我们如何高效地解决这些案件？这不是解决问题的方式。"伯克希尔公司于 2006 年以 51 亿美元收购了 PacifiCorp。

专题：聚焦美股2025年第四季度财报 Alphabet发布截至2025年12月31日的第四季度及全年财务业绩。财报显示，公司全年营收首次突破4000亿美元，Q4营收同比增长18%，AI技术驱动核心业务全面增长， 谷歌 云业务延续高增速，整体盈利能力稳步提升，各项关键指标均呈现积极态势。 详见： 谷歌2025年营收破4000亿美元，云业务成核心增长引擎 财报发布后，谷歌CEO桑达尔·皮查伊（Sundar Pichai）、首席商务官菲利普·辛德勒（Philipp Schindler）以及CFO阿纳特·阿什肯纳齐（Anat Ashkenazi）召开了分析师电话会议，解读财报要点，并回答分析师提问。 以下为电话会议实录： 摩根士丹利 分析师Brian Nowak： 我有两个问题，一个关于代理式商务（Agentic Commerce），一个关于YouTube。第一个问题：回顾2025年，您认为在新型代理式商务产品方面，Alphabet取得的最大进展是什么？展望2026年，在哪些领域最有信心取得更大进展，为用户和广告主带来更多价值？第二个问题关于YouTube：我们看到Genie等新型内容创作模型不断涌现，能否介绍一下Alphabet的长期愿景，如何将Genie及部分内容创作工具整合到YouTube中？ 桑达尔·皮查伊： 感谢你的提问。首先回答代理式商务相关问题。我认为，2025年主要是奠定基础的一年：我们让模型在代理式应用场景中更稳健，编码领域的进展尤为显著。在商务领域，我们全年与生态系统合作，开发代理式商务世界所需的底层协议。今年1月，我们在全美零售联合会（NRF）展会上与多家创始合作伙伴共同推出了通用商务协议，反响极佳。如今，我们已搭建好代理式商务所需的互操作性基础。今年，消费者将能实际使用这些功能，我对未来机遇充满期待。 再谈谈YouTube相关问题：我对Genie非常期待，也为团队打造的精彩虚拟世界感到震撼。Genie的应用场景广泛，我们在多模态和真实世界呈现方面的优势将进一步凸显，而Genie正是构建世界模型的重要一步。无论是Lyria（音乐模型）还是Genie，我们所有创新都会融入产品并提供给云客户，YouTube自然也会成为创作者使用这些工具的重要平台。目前，创作者已开始积极采用这些工具，而我们始终将创作者置于体验核心。确保YouTube成为创作者表达的平台，是...

IT之家2月5 日消息 ，芯片巨头AMD股价于周三暴跌17%。CNBC认为导致股价 下跌 的原因，在于AMD公司发布的第一季度业绩指引，未能满足部分分析师极其激进的预期。 AMD于周二发布了第四季度财报，数据显示其营收达到102.7亿美元（IT之家 注： 现汇率约合713.78亿元人民币），明显高于LSEG（伦敦 证券 交易所集团）普遍预期的96.7亿美元。 AMD预计第一季度营收将达到98亿美元（上下浮动3亿美元），这一数字实际上高于市场预期的93.8亿美元。然而，部分分析师此前预测，鉴于 AI芯片 需求的爆炸式增长，AMD应提供更为强劲的业绩指引。 作为与英伟达（Nvidia）并驾齐驱的AI芯片核心制造商，AMD的股价在过去一年中因需求高涨已飙升超过100%，这种高增长态势使得投资者对任何微小的预期落差都变得异常敏感。 美股三大指数在2月4日呈现分化走势。道琼斯工业平均指数逆势上涨0.5%，而以科技股为主的纳斯达克指数则在 半导体 板块的抛售压力下 下跌 1.5%，标普500指数微跌0.5%。

Robbins LLP informs stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Oracle Corporation (NYSE: ORCL) common stock between June 12, 2025 and December 16, 2025. Oracle is a technology company that provides, among other things, infrastructure for operating artificial intelligence (“AI”) programs. For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003. The Allegations: Robbins LLP is Investigating Allegations that Oracle Corporation (ORCL) Misled Investors Regarding its Data Center Capabilities for AI Infrastructure According to the complaint, during the class period, defendants touted its contracts to develop data center capabilities for AI infrastructure and falsely assured investors that the Company’s significant capital expenditures (“CapEx”) would quickly result in accelerated revenue growth. The Company simultaneously failed to disclose that its AI infrastructure strategy would result in massive increases in CapEx without equivalent, near-term growth in revenue, and that the Company's substantially increased spending created serious risks involving Oracle’s debt and credit rating, free cash flow, and ability to fund its projects, among other concerns. Plaintiff alleges a series of disclosures between September 2025 and December 2025 that caused Oracle's stock declined significantly. Finally, on December 17, 2025, Financial Times reported that Blue Owl Capital—“the primary [financial] backer for Oracle’s largest data center projects in the US”—had backed out of funding a $10 billion Oracle data center intended to serve OpenAI. According to the report, Blue Owl pulled out of the deal as a result of concerns about Oracle’s spending commitments and rising debt levels. On this news, the price of Oracle common stock declined $10.19 per share, or approximately 5.4%, from a close of $188.65 per share on December 16, 2025, to close at $178.46 per share on December 17...

Daikin Industries Ltd. dropped the most in 18 months after the Japanese air-conditioning maker cut its annual profit guidance, citing nine-month earnings results that noted slower-than-expected demand recovery including the impact of economic uncertainty tied to US tariffs. The stock slid as much as 8.4% in Tokyo, the largest intraday fall since August 2024. The company on Wednesday cut its operating profit forecast by 5% to ¥413 billion ($2.6 billion) for the year ending March, lower than analysts’ expectation of ¥435 billion on average. Daikin raised the full-year sales forecast by 1.7% to ¥4.92 trillion. The downturn revision is severe,” Satoshi Taninaka , an analyst at SMBC Nikko Securities Inc. , said in a note to clients. “It is significant and leaves a negative impression.” Uncertainty over tariffs weighed on the global economy through the third quarter ended December and the recovery is likely to be slower than the company had expected, Daikin said. Demand is expected to improve modestly in the fourth quarter, it said. Operating profit dropped ¥307.9 billion for the nine months ended December on weaker demand in the chemicals business, used for semiconductor manufacturing. Daikin’s “surprise” full-year guidance cut indicates the impact of the sudden demand drop in the third quarter, Bloomberg Intelligence senior industry analyst Takeshi Kitaura wrote in a note. Still, “the trend could improve in the current quarter,” he added. Daikin “could continue using pricing and cost cuts to offset the ¥41 billion impact from US tariffs.”

SAN DIEGO--(BUSINESS WIRE)--Robbins LLP informs stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Oracle Corporation (NYSE: ORCL) common stock between June 12, 2025 and December 16, 2025. Oracle is a technology company that provides, among other things, infrastructure for operating artificial intelligence (“AI”) programs. Robbins LLP is Investigating Allegations that Oracle Corporation (ORCL) Misled Investors Regarding its Data Center Capabilities for AI Infrastructure Share For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003. The Allegations: Robbins LLP is Investigating Allegations that Oracle Corporation (ORCL) Misled Investors Regarding its Data Center Capabilities for AI Infrastructure According to the complaint, during the class period, defendants touted its contracts to develop data center capabilities for AI infrastructure and falsely assured investors that the Company’s significant capital expenditures (“CapEx”) would quickly result in accelerated revenue growth. The Company simultaneously failed to disclose that its AI infrastructure strategy would result in massive increases in CapEx without equivalent, near-term growth in revenue, and that the Company's substantially increased spending created serious risks involving Oracle’s debt and credit rating, free cash flow, and ability to fund its projects, among other concerns. Plaintiff alleges a series of disclosures between September 2025 and December 2025 that caused Oracle's stock declined significantly. Finally, on December 17, 2025, Financial Times reported that Blue Owl Capital—“the primary [financial] backer for Oracle’s largest data center projects in the US”—had backed out of funding a $10 billion Oracle data center intended to serve OpenAI. According to the report, Blue Owl pulled out of the deal as a result of concerns about Oracle’s spending commitments and rising debt levels. On this news,...

北京高速公路服务区实现超充全覆盖 最快15分钟完成充电 2月4日，针对广大新能源车主关注的“长途补能”难题，北京市加快推动高速公路服务区充电设施建设和更新改造工作，目前高速公路服务区已实现超级充电桩全覆盖。北京市2025年共建成42座超充站，设置在北京各条高速的12个服务区，更好服务车主快速充电需求。目前，北京市16个服务区共设置充电桩530个，充电车位674个，充电车位占小客车停车位比例达26%。超级充电桩66个，实现了服务区全覆盖，其中最大功率600kW，最快15分钟即可完成小客车高效补能，将为新能源车主提供“如加油般”的快速充电体验。 财联社汽车：破解新能源车主长途补能痛点，超充设施的完善不仅提升出行便利性，也将进一步推动国内新能源汽车的普及渗透。 广东：拓展无人驾驶公共交通运营区域 扩大智能网联汽车道路测试与示范应用范围 2月4日，《广东省加快数字社会高质量建设实施意见》提出，完善美好智能的数字生活服务。扩大数字消费多元化供给，创新和丰富数字消费场景，促进数字消费更高水平供需动态平衡。推进民生服务数字化新模式、新业态健康发展，构建社区智慧物流网络、新能源设施终端等数字生活“新基建”。支持数智技术在赛事场馆应用，推动体育场馆智慧互联。鼓励旅游景区和旅游服务企业升级智慧旅游服务，运用数智技术提升旅游服务水平。拓展无人驾驶公共交通运营区域，扩大智能网联汽车道路测试与示范应用范围，鼓励导航、网约车、智慧停车等数字交通服务平台提供智慧融合交通服务。 财联社汽车：广东省从政策层面持续发力智能网联汽车，推动广东汽车产业向智能化、网联化转型。 乘联分会：1月全国乘用车厂商新能源批发预估90万辆 同比增长1% 2月4日，根据月度初步乘联数据综合，2026年1月全国乘用车厂商新能源批发预估90万辆，同比增长1%。 财联社汽车：季节及政策性影响，1月车市整体增速放缓。 长安汽车1月销量13.47万辆 同比下降9.18% 2月4日，长安汽车发布公告，2026年1月产量164,576辆，同比下降9.18%；销量134,701辆，其中海外销量43,628辆，同比下降51.14%。 财联社汽车：受1月车市整体调整、需求透支的行业环境影响，长安汽车出现短期市场波动。 长安汽车：拟以10亿-20亿元回购公司股份 2月4日，长安汽车公告称，公司基于对未来发展前景的信心和内在价值的认可，计划回购...

百度集團-SW(09888)預計於2026年首次發放股息 計劃回購不超過50億美元 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

Key Points It beat convincingly on both the top and bottom lines in its final quarter of 2025. There were other elements of the earnings report to be concerned with, however. 10 stocks we like better than Varonis Systems › Varonis Systems (NASDAQ: VRNS) stock dipped notably in price, with its shares ultimately closing the day nearly 11% lower. That was on the back of an earnings report that missed notably on net income guidance. Investors also seemed displeased about a looming acquisition. A tale of two line items In its fourth quarter of 2025, Varonis reported total revenue of nearly $173.4 million, up 9% year over year. Net income not in accordance with generally accepted accounting principles (GAAP) very much veered in the other direction for the data security specialist, declining by a steep 53% to $11.1 million ($0.08 per share). 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 » On average, analysts tracking the company were modeling $168.5 million on the top line, and $0.03 per share for non-GAAP (adjusted) net income. The motor of Varonis' growth during the period was its key software-as-a-service (SaaS) offerings, the revenue for which nearly doubled to more than $142 million. Separately, Varonis announced that it is acquiring privately held AllTrue.ai for an undisclosed price. This is a business which is, in the acquirer's words, "an artificial intelligence (AI) trust, risk, and security management (AI TRiSM) company that helps organizations understand and control how AI systems behave across the enterprise." A big miss with guidance Varonis also proffered guidance for its current (first) quarter and the entirety of 2026. For the year, it's anticipating $722 million to $730 million, with the former number being 16% higher than the 2025 result. Per-share, adjusted net income is anticipated to be $0.06 to $0.10. But investors are judging software companies harshly these days,...