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開市焦點|港股料低開逾200點 科技股受壓

无线新闻 📅 02/05 09:00
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...

Baidu Announces New Share Repurchase Program and Dividend Policy

Yahoo 📅 02/05 09:00 9888.HK
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. ...

Hiring Spree at India’s Kotak Bank Means Jobs for 500 Engineers

Bloomberg 📅 02/05 09:00
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 ...

Why Brandywine Realty Trust Stock Popped While the Market Flopped on Wednesday

The Motley Fool 📅 02/05 08:59
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 Brandywi...

中信证券:低轨通信卫星链是商业航天产业中最先有基本面逻辑和订单支持的细分领域

财联社 📅 02/05 08:59
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“...

国共两党智库论坛闭幕 两岸交流破冰显成效

格隆汇 📅 02/05 08:59
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...

Meta Platforms (NASDAQ:META) COO Sells $369,448.20 in Stock - MarketBeat

Google 📅 02/05 08:59 META.O
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% d...

惠及1613万人次 “新国补”实施首月带动产销两旺

格隆汇 📅 02/05 08:59
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。

古特雷斯:俄美《新削减战略武器条约》失效是国际和平与安全的严峻时刻

格隆汇 📅 02/05 08:58
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

Google 📅 02/05 08:58 3750.HK
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

Mitsui Sumitomo buys Berkley (WRB) shares worth $21.4 million

Investing 📅 02/05 08:58

柬埔寨承诺4月底实现电诈清零

格隆汇 📅 02/05 08:58
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...

把推特改成X之后,马斯克成功把用户赶到了Threads

36kr 📅 02/05 08:56 TSLA.OMETA.O

格隆汇2月5日|美高梅中国在香港暂停交易。

格隆汇 📅 02/05 08:56
格隆汇2月5日|美高梅中国在香港暂停交易。

“新国补”实施首月带动产销两旺,1613万人次参与

同花顺 📅 02/05 08:56
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...

新城发展折让15%配股筹4.73亿港元

格隆汇 📅 02/05 08:56
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。

Jain Global Adds Five More Portfolio Managers for Asia Expansion

Bloomberg 📅 02/05 08:55
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 registr...

Arcutis Biotherapeutics EVP Burnett sells $346,453 in stock

Investing 📅 02/05 08:55

内存短缺拖累业绩预期,高通盘后股价下跌近10%

第一财经 📅 02/05 08:55 GOOG.OQCOM.O
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1...

知情人士:SpaceX筹备大规模IPO之际寻求将股票提前纳入指数

格隆汇 📅 02/05 08:55
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...

Review & Preview: The Tech Slump Continues

Yahoo 📅 02/05 08:55 AVGO.O
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.

伯克希尔公用事业公司敦促俄勒冈州上诉法院限制野火损害赔偿

格隆汇 📅 02/05 08:54
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(...

全文|谷歌Q4业绩会实录:Gemini增长强劲 暂未发现分流

新浪 📅 02/05 08:54 AAPL.OGOOG.O
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(Sund...

AMD股价单日暴跌17%,AI高预期成“股价杀手”

金融界 📅 02/05 08:54
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...

Shareholder Rights Law Firm Robbins LLP Informs Investors of the Oracle Corporation Securities Class Action Lawsuit - FinancialContent

Google 📅 02/05 08:54 ORCL.O
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 attor...

Daikin Stock Slides Most in 18 Months After Profit Outlook Cut

Bloomberg 📅 02/05 08:54
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 operat...

Investor Notice: Shareholder Rights Law Firm Robbins LLP Informs Investors of the Oracle Corporation Securities Class Action Lawsuit - Business Wire

Google 📅 02/05 08:54 ORCL.O
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 Inves...

财联社汽车早报【2月5日】

财联社 📅 02/05 08:53 1810.HK
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%...

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

Google 📅 02/05 08:53 9888.HK
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

Why Varonis Systems Stock Dived by Almost 11% Today

Nasdaq 📅 02/05 08:53 NVDA.O
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...
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