格隆汇2月4日｜礼来表示，由于持续进行及新增的后期研发项目驱动，2026年公司研发费用预计将继续加速增长。礼来同时指出，预计全球产品价格将出现中低两位数的下降。

专家建议各国应推动各类能源协同发展，完善化石能源与电力市场联动机制。 在全球能源加速转型的当下，电力系统安全问题凸显。 在中国石油集团经济技术研究院（下称“中石油经研院”）日前主办的《2025年国内外油气行业发展报告》《全球能源安全报告（2025）》发布会上，中石油经研院首席专家刘佳表示，全球能源安全的焦点正逐渐从“高碳能源”向“低碳能源”转移，当前化石能源安全相对可控，但电力系统安全风险却愈加凸显。 全球能源安全焦点转移 据《全球能源安全报告（2025）》，2025年全球化石能源供应量同比增长1.9%，需求量增长0.9%，供需呈进一步宽松态势。其中，全球石油产量同比增长2.4%，消费量增长0.7%；天然气产量同比增长3.1%，消费量增长1.4%；煤炭产量同比增长0.5%，消费量增长0.7%。总体看，去年全球天然气供需较为宽松，煤炭供应基本平衡，石油供应增长快于需求。 展望2026年，中石油经研院预计全球油气产量将继续增长，油气市场供应宽松格局延续。价格上，国际油价运行中枢将进一步下移，预计布伦特原油全年均价为60-65美元/桶。 “但是，电力供需情况仍较为紧张。”刘佳表示，随着全球数据中心用电量的强劲增长，以及交通等领域电气化的持续推进，全球用电量快速增长，去年同比增长3.3%，接近同期全球能源需求增速的两倍，预计今年全球电力需求增速仍将高于能源需求增速。 同时，传统电源占比下降也加大了电力系统平衡的难度。《全球能源安全报告（2025）》显示，2025年，全球可再生能源占总装机比重提升至51.5%，但抽水蓄能等灵活性调节电源的装机占比却降至6.2%的低位水平。这意味着全球电力系统将长期面临稳定、清洁、平衡的“三元困境”。 在此背景下，2025年全球能源安全事故中，电力系统事故占比上升至75%，最具代表性的是西葡大停电。此次停电导致两个国家超过5000万人在长达十几个小时中处于黑暗状态，也引发了全球对于对能源安全与电力系统韧性的新思考。 针对全球能源安全重心再平衡现状，刘佳建议，全球能源发展应坚持安全为本，推动各类能源协同发展；塑造稳定营商环境，加大能源等领域投资力度，夯实能源安全基础。同时关注电力平衡、电网安全等薄弱环节，完善化石能源与电力市场的联动机制，加快建设高标准电力基础设施，借助数智化技术全面提升能源系统效率，切实提升现代能源可及性。 中国能源安全态势向好...

格隆汇2月4日｜礼来(LLY.US)盘前直线拉升，一度大涨约10%至1103美元。消息面上，礼来公司第四季度调整后每股收益(EPS)为7.54美元，上年同期为5.32美元。礼来公司预测2026年营收将在800亿至830亿美元之间，市场预期为777.1亿美元。(格隆汇)

信达生物(01801.HK)：2025年产品收入突破119亿元，同比增长约45% FX168

Things might be starting to turn around. Shares of cosmetics giant e.l.f. Beauty (ELF 1.47%) stock soared 12% in January, according to data provided by S&P Global Market Intelligence. There were two main drivers: changes in tariffs that could benefit the company and investor sentiment that the stock might be undervalued. A cosmetics rockstar E.l.f. has become one of the premier mass market cosmetics brands, displacing brands that have been at the top for decades. It has distinct branding, with a focus on eco-friendly products and hot-button cultural issues. It continues to demonstrate incredible resilience despite a challenging market. Revenue increased 14% year over year in the 2026 fiscal second quarter (ended Sept. 30), and while there's been a major slowdown from much higher growth, it's still double-digit growth in an industry that's under pressure. U.S. mass cosmetics and skincare consumption grew only 2% in the period, while e.l.f.'s increased 7%. Management is guiding for 19% growth for the full year at the midpoint, while according to FactSet, the global beauty industry is expected to decrease 1%. It's the top teen favorite brand, again, according to Piper Sandler's annual Taking Stock With Teens survey, and it reaches consumers of all ages. The company is growing in all sorts of ways, expanding its presence globally, adding new segments, and acquiring new brands. It made a big splash when it acquired premium brand Rhode last year, giving it a completely new direction, and it's expecting Rhode sales to increase 40% this year. That could just be the start of e.l.f. moving into premium lines, and Rhode itself still has a long growth runway as e.l.f. launches it in new markets. Expand NYSE : ELF e.l.f. Beauty Today's Change ( -1.47 %) $ -1.27 Current Price $ 84.88 Key Data Points Market Cap $5.1B Day's Range $ 83.22 - $ 89.49 52wk Range $ 49.40 - $ 150.99 Avg Vol 2.4M Gross Margin 66.54 % Too cheap to ignore? E.l.f. stock tanked last year, losing almost 40% of...

SpaceX完成对xAI的收购后，埃隆・马斯克的身家突破8000亿美元，成为全球首位达到这一财富高度的人。《福布斯》估算，这笔交易对合并后公司的估值达1.25万亿美元，使马斯克的财富增长840亿美元，创下8520亿美元的历史新高。 此次交易前，SpaceX曾于12月发起股权要约收购，估值为8000亿美元，据此计算马斯克持有的42%股份价值3360亿美元。本月初，xAI完成一轮私募融资，公司估值达2500亿美元，马斯克持有的49%股份对应价值1220亿美元。此次合并对SpaceX和xAI的估值分别定为1万亿美元和2500亿美元，《福布斯》测算，马斯克目前持有合并后公司43%的股份，价值5420亿美元。 这让SpaceX成为马斯克目前价值最高的资产。此外，他还持有 特斯拉 12%的股份，价值1780亿美元，同时拥有价值1240亿美元的特斯拉股票期权。值得一提的是，去年11月特斯拉股东已批准一项史无前例的薪酬方案：若特斯拉未来10年达成“宏伟目标”——比如市值增长超8倍，马斯克将额外获得最高1万亿美元的股票奖励（未扣除税费及限制性股票解锁成本）。 这已是不到一年内马斯克旗下两家公司的第二次合并。去年3月，他宣布将人工智能公司xAI与社交媒体平台X合并，当时对xAI的估值为800亿美元，对X的估值为330亿美元（与2022年马斯克收购推特的交易价扣除债务后的金额几乎完全一致）。马斯克在这类交易中同时扮演收购方与出售方的双重角色，其宣称的估值合理性也引发了一些质疑。不过，随着这些公司现已并入预计于今年晚些时候启动首次公开募股（IPO）的SpaceX，它们很快将接受公开市场的严格审视。 短短四个月内，马斯克已接连达成四项重大财富里程碑。去年10月，他辞去特朗普政府“政府效率部”（DOGE）职务，专注于特斯拉经营，带动特斯拉股价飙升，其身家随之突破5000亿美元，成为全球首位达成该成就的人；12月15日，私人投资者对SpaceX的估值从8月的4000亿美元升至8000亿美元，马斯克身家突破6000亿美元；四天后，特拉华州最高法院恢复了他的特斯拉股票期权（该期权曾于2024年被下级法院宣布无效），其身家进一步突破7000亿美元。 目前，马斯克的身家领先全球第二富豪、 谷歌 联合创始人拉里・佩奇达5780亿美元，佩奇的身家约为2810亿美元。这意味着，马斯克的财富再增加一个“拉里・佩...

Quarterly revenue of $321M - Revenue in line with guidance as Parts and Services continues its year over year and sequential revenue growth but lower than expected truck body production resulted in operational inefficiencies that led to operating income and EPS below expectations. GAAP operating income of $(59.9)M or Non-GAAP adjusted operating income of $(43.8)M and GAAP EPS of $(1.23) or Non-GAAP adjusted EPS of $(0.93). Non-GAAP adjusted operating income and EPS exclude the cost impact of idling two manufacturing facilities. Full year revenue of $1.54B, GAAP EPS of $5.07 per diluted share and Non-GAAP adjusted EPS of $(2.15). Total backlog of $705 million ending Q4; Market environment remains challenging as fleets remain cautious in the near term. Market environment showing early signs of stabilization, setting up for demand improvement in 2H 2026 and a stronger 2027. LAFAYETTE, Ind., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Wabash (NYSE: WNC), a leader in end-to-end supply chain solutions for the transportation, logistics and infrastructure markets, today reported results for the quarter and full year ended December 31, 2025. For the fourth quarter of 2025, net sales were $321.5 million. Operating loss was $59.9 million, or (18.6)% of sales. Net loss attributable to common stockholders was $49.9 million, or $(1.23) per diluted share. Non-GAAP adjusted operating loss was $43.8 million, or (13.6)% of sales and Non-GAAP adjusted net loss attributable to common stockholders was $37.8 million, or $(0.93) per diluted share. For the full year 2025, revenue totaled $1.54 billion with operating income of $307.5 million or non-GAAP adjusted operating loss of $95 million, representing (6.2)% of sales. Full year net income attributable to common stockholders was $211.5 million, or $5.07 per diluted share. On a non-GAAP adjusted basis, full year net income was $(89.9) million, or $(2.15) per diluted share. Adjusted EBITDA, a non-GAAP measure that excludes the effects of certain ite...

财联社2月4日讯（记者 张校毓 王彦琳） 在全球资源约束和绿色低碳转型的背景下，循环经济已成为必然选择。二手奢侈品作为高价值细分市场，是循环经济“再利用”原则的核心实践载体，能够有效提升资源利用效率。 据估算，我国奢侈品存量市场规模已高达3万亿至4万亿人民币，2023年行业交易额已突破3000亿元。对此，上海市政协委员、上海功承瀛泰律师事务所高级合伙人高照宇认为，激活这一万亿级存量市场，对于落实全面节约战略、建设国际贸易中心、激发新型消费活力具有深远意义。 不过高照宇同时坦言，当前二手奢侈品行业主要存在三方面问题。首先，信任机制普遍性缺陷方面包括鉴定标准缺失、真伪难辨，定价机制混乱、信息不透明以及维权渠道不畅、救济困难。“由于缺乏清晰的成色分级规范，导致‘非标品瑕疵界定难’消费者权益难以保障。”高照宇表示。 其次，在保护机制结构性失衡方面，高照宇提到，恶意行为层出不穷、维权成本居高不下、经营成本持续攀升、利润空间被大幅压缩、市场生态遭受侵蚀等问题成为最终阻碍行业良性发展的关键。 此外，权威鉴定供给不足、专业保险服务普及率低以及线下渠道布局不均等基础体系不健全也是当前二手奢侈品行业存在的问题。 对此，高照宇从产业发展政策体系、信任体系、跨境贸易业态、风险管理模式等维度提出了多方面建议。 针对产业发展政策体系，高照宇建议由商务、市场监管、海关、税务等部门协同合作，加强顶层设计。明确二手奢侈品产业在循环经济和国际贸易中心建设中的战略地位，将其作为培育新税源、激发新消费的重要产业予以扶持。加速研究并完善针对二手奢侈品交易的税收与跨境监管政策，降低企业合规负担，释放行业潜能。 在信任体系方面，他认为可打造专业且权威的鉴定师培养与认证体系。促进行业协会针对箱包、腕表、珠宝等不同品类构建专业课程体系和动态更新的从业资格机制。推进全链路标准化进程，对接国际标准实现互认。针对交易量大、货值高、鉴定需求紧迫的品类，加速制定全国统一的成色和品质分级鉴定标准。 此外，高照宇认为可发挥上海自贸区优势，深入推动跨境交易试点项目。利用海关特殊监管区域政策优势，探索并建立“保税仓储+国际分拨”的标准化作业流程。 最后，高照宇建议，可通过创新“保险+科技”风险管理模式，设立专属跨境保险试点，为二手奢侈品打造专属保险产品，并借助技术手段提升理赔效率。“运用区块链等技术解决信任难题，鼓励企业应用人工智能...

Avery Dennison ( AVY ) declares $0.94/share quarterly dividend , in line with previous. Forward yield 2.01% Payable March 18; for shareholders of record March 4; ex-div March 4. See AVY Dividend Scorecard, Yield Chart, & Dividend Growth. More on Avery Dennison Avery Dennison: Nothing Too Exciting For 2026 Avery Dennison Q4 2025 Earnings Preview Saudi sovereign wealth fund cuts holdings of U.S. stocks Seeking Alpha’s Quant Rating on Avery Dennison Historical earnings data for Avery Dennison

Adient press release ( ADNT ): Q1 Non-GAAP EPS of $0.35 beats by $0.16 . Revenue of $3.64B (+4.3% Y/Y) beats by $160M . Q1 Adj.-EBITDA of $207M, a $11M y-o-y improvement; Adj.-EBITDA margins increased from 5.6% to 5.7% y-o-y Gross debt and net debt totaled ~$2.4B and ~$1.5B, respectively, at December 31, 2025; cash and cash equivalents of $855M at December 31, 2025 The company returned $25M to its shareholders in Q1 FY2026, repurchasing ~1.2M shares The company raised its FY26 guidance for revenue, Adj.-EBITDA and FCF to $14.6B, $880M vs. $14.51B consensus , and $125M, respectively, underpinned by an improved vehicle production outlook and the company's expectation of continued positive business performance. More on Adient Adient: There Are Cheaper Alternatives In 2026 Adient Q1 2026 Earnings Preview Adient rallies after closing on joint venture deal in China Seeking Alpha’s Quant Rating on Adient Historical earnings data for Adient

Brookfield Asset Management Ltd. ( BAM ) declares $0.5025/share quarterly dividend , 14.9% increase from prior dividend of $0.4375. Forward yield 4.24% Payable March 31; for shareholders of record Feb. 27; ex-div Feb. 27. See BAM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Brookfield Asset Management Ltd. Brookfield Asset Management: Offers Good Growth Potential Brookfield Asset Management: Buy This Dividend Growth Monster Now Brookfield Asset Management Ltd. (BAM:CA) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript Brookfield Asset Managemen reports mixed Q4 results; appoints Connor Teskey as CEO Brookfield Asset Management to renew normal course issuer bid

被认为可能因人工智能发展而面临风险的软件等板块的抛售潮周三未见缓和的迹象， 摩根大通 表示，投资者当中的悲观情绪浓厚。 摩根大通分析师Toby Ogg指出：“我们现在所处的环境是，这个行业不仅是在证明无罪前被下了有罪推定，甚至已经到了未审先判的程度。” Ogg在两周内会见了欧洲和美国的50多位投资者。他表示，过去12到18个月里，他们已显著降低了软件板块持仓。他在给客户的报告中写道，即便在最新一轮回调之后，“整体的入场意愿依然偏低”。 Ogg写道，对软件公司而言，“好于预期的业绩已不足以说服市场”。除非它们“能够无可辩驳地证明，AI对增长是可持续的助推，而不是较长期的阻碍”。 他表示，这对软件公司来说是一个难以跨越的障碍，因为投资者的担忧来自多个方面。其中之一是其定价模式，即软件供应商按每名用户收费。若AI工具减少客户完成任务所需的登录次数，这种模式可能受到削弱。 推荐阅读： AI颠覆行业格局引燃担忧 Anthropic新工具引发的软件股抛售蔓延 此外，如果软件公司利用自家的AI工具来改造产品，原有的收入模式也将面临转型风险。Ogg称，未来领先AI平台的任何新产品发布 —— 例如Anthropic最新推出的法律相关产品 —— 都将进一步加剧投资者对该板块的担忧。 周三，软件股的抛售扩散至亚洲，并且在欧洲仍未止住。 瑞银 集团编制的一篮子被认为面临AI颠覆风险的欧洲公司股票进一步下跌2.1%，此前一日该篮子已大跌8%。 SAP SE和Sage Group Plc等股票跌势延续。 推荐阅读： 忧心人工智能带来行业末日 华尔街不问价格全面甩卖软件股 责任编辑：刘明亮

Timken press release ( TKR ): Q4 Non-GAAP EPS of $1.14 beats by $0.05 . Revenue of $1.11B (+3.7% Y/Y) beats by $40M . Company provides initial estimate for 2026 EPS of $4.50-$5.00, with adjusted EPS of $5.50-$6.00 vs $5.97 consensus More on Timken Timken: Priced Already For Stability, Not For Growth The Timken Company (TKR) Presents at Melius Research Conference - Slideshow The Timken Company (TKR) Presents at Goldman Sachs Industrials and Materials Conference 2025 - Slideshow Timken Q4 2025 Earnings Preview Timken announces leadership changes

(RTTNews) - Avery Dennison Corp. (AVY) reported earnings for fourth quarter that Drops, from the same period last year The company's earnings came in at $166.4 million, or $2.15 per share. This compares with $174.0 million, or $2.16 per share, last year. Excluding items, Avery Dennison Corp. reported adjusted earnings of $189.4 million or $2.45 per share for the period. The company's revenue for the period rose 3.9% to $2.271 billion from $2.185 billion last year. Avery Dennison Corp. earnings at a glance (GAAP) : -Earnings: $166.4 Mln. vs. $174.0 Mln. last year. -EPS: $2.15 vs. $2.16 last year. -Revenue: $2.271 Bln vs. $2.185 Bln last year. -Guidance: Next quarter EPS guidance: $ 2.40 To $ 2.46 The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

(RTTNews) - Brookfld Asset Management Ltd. (BAM) reported a profit for fourth quarter that Dropped, from last year The company's bottom line totaled $560 million, or $0.34 per share. This compares with $688 million, or $0.42 per share, last year. The company's revenue for the period rose 31.1% to $1.394 billion from $1.063 billion last year. Brookfld Asset Management Ltd. earnings at a glance (GAAP) : -Earnings: $560 Mln. vs. $688 Mln. last year. -EPS: $0.34 vs. $0.42 last year. -Revenue: $1.394 Bln vs. $1.063 Bln 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.

(RTTNews) - Evercore Inc. (EVR) announced earnings for its fourth quarter that Increases, from the same period last year The company's bottom line totaled $203.95 million, or $4.76 per share. This compares with $140.44 million, or $3.30 per share, last year. Excluding items, Evercore Inc. reported adjusted earnings of $230.66 million or $5.13 per share for the period. The company's revenue for the period rose 32.4% to $1.297 billion from $979.53 million last year. Evercore Inc. earnings at a glance (GAAP) : -Earnings: $203.95 Mln. vs. $140.44 Mln. last year. -EPS: $4.76 vs. $3.30 last year. -Revenue: $1.297 Bln vs. $979.53 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.

And other elements such as US tariffs and "the current economic situation in many of Nintendo's major markets" could mean the second Switch never quite reaches the highs of its predecessor, said Chris Scullion, deputy editor of Video Games Chronicle.

Micron US5951121038 The semiconductor landscape is undergoing a seismic shift, and Micron Technology is executing a decisive strategic realignment to capitalize on it. The memory chip specialist is channeling its entire focus toward the surging artificial intelligence sector, a move underscored by significant brand consolidation and multi-billion dollar investments in new manufacturing capacity across Asia. The core driver of Micron's current momentum is its High-Bandwidth Memory (HBM), a critical component for the AI accelerators powering systems from industry leaders like Nvidia. Company leadership has confirmed that its entire HBM production capacity for the 2026 calendar year is already effectively sold out. This overwhelming demand in the high-margin segment is directly shaping the firm's portfolio strategy. In response, Micron is streamlining its consumer-facing operations. The well-known "Crucial" brand is being discontinued this month. Resources and capital freed from this consumer segment are being redirected toward the more profitable enterprise and data center markets, where demand for specialized memory solutions is insatiable. Billion-Dollar Expansions to Build Future Supply To address the massive long-term need for memory in data-intensive applications, Micron is embarking on two major expansion projects: Singapore Megafab: On January 27, the company broke ground on a new facility in Singapore. This project, focused primarily on NAND technology, represents an investment of approximately $24 billion over the coming decade, with production slated to commence in the second half of 2028. On January 27, the company broke ground on a new facility in Singapore. This project, focused primarily on NAND technology, represents an investment of approximately $24 billion over the coming decade, with production slated to commence in the second half of 2028. Taiwan Acquisition for Immediate Scale: Concurrently, Micron has moved to secure near-term manufacturing capac...

adventtr/E+ via Getty Images Gold and silver looked set to start glittering again, as the metals added on to their gains from the last couple of days. Spot gold ( XAUUSD:CUR ) was up 1.9% to $5,038.24 at the time of writing. Gold has been witnessing a very volatile time and saw some sharp swings over the last few days. On a one-year basis, it is up 79%. After falling for three consecutive days from Jan. 29, gold regained its ground over the last two days. Unlike its traditional safe-haven role, gold has traded with rising prices and rising volatility at the same time, a pattern more commonly associated with speculative assets. Silver also saw sharp swings in its prices over the last few days. Silver ( XAGUSD:CUR ) prices were up 4.8% to $89.14. The metal had plummeted 23.82% last week on Friday. Both metals had hit records last week. Precious metals have surged this year amid heightened geopolitical tensions and concerns over the Federal Reserve’s independence. Spot gold is up nearly 18% this year, and silver has gained 24%, sharply accelerating multi-year bull markets and, due to the size and persistence of the rally, limiting banks’ ability to take positions. More on metals Commodities: Oil Rising As U.S.-Iran Tensions Re-Emerge Silver: The Opportunity Of A Violent Market Crash The Collapse In Gold And Silver Was Not Caused By Kevin Warsh Gold bounces back with largest one-day percentage gain since 2009 Precious metals are caught up in a ‘memefication trade’ – Bespoke’s Paul Hickey

亚马逊 （AMZN）曾凭借革命性的电商业务一骑绝尘，成为赶超 沃尔玛 的新兴巨头。如今，这家公司却押注于一种大型实体商超业态 —— 而这种业态，向来与其阿肯色州本顿维尔的竞争对手沃尔玛紧密绑定。 根据伦敦证券交易所集团（LSEG）的预估，亚马逊将于本周四发布财报。市场预期，其第四季度包含全食超市（Whole Foods）、亚马逊生鲜（Amazon Fresh）和亚马逊无人便利店（Amazon Go）在内的实体门店营收，将同比增长 5.4%，达到 59 亿美元；公司整体每股收益预计为 1.97 美元。 尽管亚马逊科技部门亚马逊网络服务（AWS）营收增长迅猛，占公司总营收的 18%，但其零售业务仍是核心板块。上月，亚马逊宣布关闭所有亚马逊生鲜和亚马逊无人便利店，并将其改造为全食超市门店，这一决策释放出战略转型的明确信号。 亚马逊最新的重磅布局，是在芝加哥郊外开设一家 22.5 万平方英尺的巨型实体商超 —— 这是其首次打造此类业态，旨在与沃尔玛、开市客（Costco）正面抗衡。这家规划中的门店将销售生鲜果蔬、家居日用品和综合百货，同时还将作为当日达配送的仓储中心。 亚马逊卖家顾问马丁・霍伊贝尔表示：“亚马逊深知，必须在杂货业务上取胜。因为购买杂货和快消品的消费者，往往拥有最高的客户终身价值。” 他的客户会将商品直接发往亚马逊，供其在门店和线上渠道销售。 亚马逊表示，其过往的战略未能打造出可支撑大规模扩张的差异化购物体验。亚马逊对此未置可否。 标普全球分析师碧・齐姆表示：“我认为，全面押注实体零售或许并非亚马逊的长期战略。他们需要一些时间才能迎头赶上。” 沃尔玛的线下版图 多年来，沃尔玛在电商领域一直落后于亚马逊，但 2020 年 9 月推出的沃尔玛 + 会员服务扭转了局势。 摩根士丹利 研究数据显示，截至 2025 年，该会员服务拥有 2650 万会员；其电商业务仍保持增长，最近一个季度销售额同比提升 28%。 沃尔玛的优势部分源于其庞大的线下门店网络：全美共有 4600 家门店，可承接自提订单和当日达配送服务。该公司称，90% 的美国人口居住在其任意一家门店 10 英里（约 16.1 公里）范围内。金融服务机构 Motley Fool 的高级投资分析师阿西特・夏尔马指出，这一布局帮助零售商节省了最后一英里配送成本 —— 而这正是亚马逊希望实现的目标。 沃尔玛第三季度零...

"I don't actually eat gluten or sugar... except when I go out for dinner. It doesn't have an impact on me. It's just because I have an autoimmune condition, so I should avoid anything which causes more inflammation."

Kennametal ( KMT ) declares $0.20/share quarterly dividend, in line with previous. Forward yield 2.24% Payable Feb. 24; for shareholders of record Feb. 10; ex-div Feb. 10. See KMT Dividend Scorecard, Yield Chart, & Dividend Growth. More on Kennametal Kennametal Remains A Top-Cut Prospect Kennametal: Fundamentals Improving, But Caution Required Until Bullish Trend Is Established Kennametal Inc. 2026 Q1 - Results - Earnings Call Presentation Kennametal beats Q2 estimates, raises guidance Kennametal Q2 2026 Earnings Preview

Key Points Growth stocks have been the driving force behind the bull market, pushing valuations extremely high. These companies are all seeing strong customer retention rates driving steady revenue growth with potential operating leverage. Their stocks all offer great value when looking at their price-to-sales multiple. 10 stocks we like better than Datadog › The S&P 500 has continued its strong performance in 2025. The benchmark index is up 10% year to date as of this writing, following back-to-back gains in excess of 20% in 2023 and 2024. For many stocks, prices have climbed even faster than their earnings. In fact, the index now trades at a forward P/E above 22, significantly higher than its 30-year average of 17. Growth stocks have been the biggest drivers of the S&P 500's performance over the last two and a half years. And many have earnings multiples well above the index average. But investors just getting started can still find great growth stocks to buy in the current market, even if they only have $250 to invest. The following three stocks are great opportunities for those looking for companies with excellent growth potential still trading at a fair price. 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 » 1. Datadog Datadog (NASDAQ: DDOG) provides real-time monitoring for IT systems with a particular focus on cloud computing. The company is in a great position to benefit from continued growth in AI spending in two ways. First, as a leading cloud observability solution, it benefits from growing cloud spending for artificial intelligence (AI) training and inference. All three of the biggest public cloud platforms have noted that demand for their AI services continues to outpace their ability to supply it. Since Datadog uses consumption-based pricing, growing cloud spending also means growing revenue for Datadog. Additionally, Datadog is releasing AI tools of its own. It's rel...

印度尼西亚近日对花旗集团一名经济学家提出批评，该经济学家在报告中指出印尼今年的预算赤字可能突破法定上限。此事凸显出全球银行因发布政府认为不利的研究报告而面临日益增大的压力。 周二在雅加达一场商业论坛上，印尼财政部长Purbaya Yudhi Sadewa发表了异常尖锐的言论。他指出撰写该报告、拥有两个硕士学位的花旗经济学家Helmi Arman，因缺乏博士学位“算不上真正的经济学家”。 “你应该问问博士，”Purbaya在论坛上指着自己说道。 花旗不予置评。 这一事件凸显出东南亚最大经济体政策制定者的高度敏感性，他们正竭力防止该国债券和股票市场再度遭遇抛售潮。 这也是近几周内第二起高级财政官员抨击银行分析师的事件，此前美国财政部长斯科特·贝森特曾驳斥德意志银行的一份报告。 推荐阅读： “恐惧文化”弥漫 华尔街高管言辞低调以避免惹怒特朗普 在印尼，报复性举措也并非新鲜事。大约十年前，摩根大通下调印尼股市评级后，印尼政府便切断了与该行的合作关系。印尼财政部停止将摩根大通作为主要交易商，也不再聘请其担任主权债券的承销商。 花旗在最近的1月报告中，将印尼2026年预算赤字预测从初始预估的占国内生产总值2.7%上调至3.5%，突破了亚洲金融危机后法律规定的3%上限。 该行预测，总统普拉博沃·苏比延多的免费餐计划今年可能全面实施，成本将达到约180亿美元。报告补充称，重建受洪水影响的省份可能使国家再耗资36亿美元。 花旗报告发布之际，印尼财政赤字已于2025年飙升至2.92%，远超2.53%的原始目标及2.78%的修正目标。追溯至2005年数据显示，该赤字率为除2020年和2021年疫情年份外纪录最高值。 “我不想突破3%的水平，因为媒体会把我‘钉在十字架上’，告诉所有人我不懂自己的工作，”Purbaya表示。“目前这件事我不想去冒险或随意尝试。” Arman于2011年加入花旗，他拥有伯明翰大学国际货币与银行学硕士学位，以及比利时鲁汶天主教大学金融经济学硕士学位。 Purbaya在印第安纳州普渡大学取得经济学硕士和博士学位。这位官员表示，“我对财政政策非常了如指掌。” 责任编辑：刘明亮

Avery Dennison press release ( AVY ): Q4 Non-GAAP EPS of $2.45 beats by $0.07 . Revenue of $2.27B (+3.7% Y/Y) misses by $10M . Sales change ex. currency up 1%. Sales on an organic basis comparable to prior year. 1Q26 Reported EPS guidance of $2.27 to $2.33 Adjusted EPS guidance of $2.40 to $2.46 vs $2.40 consensus. More on Avery Dennison Avery Dennison: Nothing Too Exciting For 2026 Avery Dennison Q4 2025 Earnings Preview Saudi sovereign wealth fund cuts holdings of U.S. stocks Seeking Alpha’s Quant Rating on Avery Dennison Historical earnings data for Avery Dennison

格隆汇2月4日｜南非今年全国最低工资涨幅超过了企业和分析师的预期。政府周二公告中表示，自下月起，最低时薪将上调5%，至30.23兰特（1.89美元）。根据经济研究局去年12月12日发布的一项调查，分析师、企业和工会此前对2026年的平均工资涨幅预期为4.7%。南非统计局数据显示，去年12月CPI同比上涨3.6%，2025年全年平均通胀率已降至3.2%。议会协调员马修·帕克斯在声明中表示，额外的薪酬“将为经济注入急需的刺激，推动增长，并维持和创造就业岗位”。