Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) More on Yum! Brands Yum! Brands: Don't Count On Pizza Hut Sale To Boost This Indebted Business Yum! Brands, Pizza Hut And The Billion-Dollar Slice: A Sale Could Unlock Tremendous Value Yum! Brands: Tasty Fundamentals, But Valuation And Technicals Are Unappetizing Yum! Brands tops same-store sales expectations as Taco Bell does the heavy lifting Yum! Brands Non-GAAP EPS of $1.73 misses by $0.03, revenue of $2.51B beats by $60M

2026年初，京东与中兴通讯签署了一份引人注目的战略协议。 协议设定了未来三年内，中兴旗下全系列产品在京东平台实现百亿销售额的目标。 媒体将这场合作形容为一份厚重的“彩礼”，双方高层的握手合影也传递出强烈的结盟信号。但如果我们仅仅将其解读为一次规模更大的销售合作，就可能错过了背后更重要的商业逻辑上的变化。 在智能手机市场竞争已经高度白热化，电商平台之间价格战、流量战日趋激烈的今天，两家行业巨头选择以“全国总代理”这种深度绑定、近乎一体化的模式进行合作，这本身已值得深思。 它们的目的显然不止于在现有格局下卖出更多商品，那么，驱动它们做出这一选择的根本力量是什么？ 我们认为，理解这一切的关键，在于一个看似平凡却至关重要的概念：确定性。 对于中兴而言，这次合作是一次针对自身财务与战略不确定性的、高度理性的风险对冲。对于京东而言，这标志着它正在将其庞大的供应链、物流和数据能力，打包成一种名为“确定性”的全新解决方案进行出售。 这场联姻，是一家企业在转型阵痛中寻求安全垫的财务自救，与另一个平台在竞争红海中构建新壁垒的生态野心之间的匹配。 中兴的“确定性”自救 首先，我们看中兴通讯现在所经历的情况，用一个词表示，大概便是“冰火两重天”了。 表面上看，公司的营收仍在增长，2025年前三季度超过了千亿，同比增长超过11%。但这张增长的面具之下，是利润的崩塌，例如归属于股东的净利润大幅下滑近三分之一，而且体现核心经营能力的扣非净利润，在第三季度直接跌为负数。 行业周期性波动不足以形容这一点变化，我认为更多的情况，可能属于“结构型断层”。过去十年，支撑中兴发展的核心引擎——为运营商建设网络的业务——其收入占比首次跌破了50%。这意味着传统的利润“现金牛”正在快速失血。 为了填补缺口，中兴全力冲刺的算力等新业务，收入增速高达180%，看起来势头迅猛，但其毛利率却远低于传统业务，导致公司陷入“卖得越多，赚得越少”的窘境，整体毛利率大幅下滑。 雪上加霜的是，来自美国司法部的潜在调查与巨额罚单风险，为公司在资本市场的估值蒙上了厚重的阴影，极大地抬高了其融资与发展的风险成本。至此，中兴的核心诉求已经发生了转变，从如何追求高增长，急转为如何确保生存安全，以及如何隔离无处不在的经营风险。 正是在这种背景下，与京东的“三年百亿”协议，其意义才会显得尤为重大。 在我看来，这实质上是设计过的“长期收入互换...

Rockline Wealth Management LLC lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 5.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 61,794 shares of the information services provider's stock after purchasing an additional 3,224 shares during the period. Alphabet comprises 3.1% of Rockline Wealth Management LLC's investment portfolio, making the stock its 8th biggest position. Rockline Wealth Management LLC's holdings in Alphabet were worth $15,050,000 as of its most recent filing with the Securities & Exchange Commission. Other hedge funds have also recently modified their holdings of the company. Manning & Napier Advisors LLC acquired a new stake in Alphabet during the 3rd quarter worth $32,000. IFS Advisors LLC lifted its stake in shares of Alphabet by 400.0% in the second quarter. IFS Advisors LLC now owns 150 shares of the information services provider's stock worth $27,000 after buying an additional 120 shares in the last quarter. Tripletail Wealth Management LLC acquired a new position in Alphabet during the third quarter worth about $40,000. WestEnd Advisors LLC boosted its position in Alphabet by 58.7% during the second quarter. WestEnd Advisors LLC now owns 165 shares of the information services provider's stock worth $29,000 after acquiring an additional 61 shares during the last quarter. Finally, University of Illinois Foundation purchased a new stake in Alphabet during the 2nd quarter valued at about $31,000. Institutional investors and hedge funds own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Insiders Place Their Bets In other news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the firm's stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $19.00, for a total value of $35,060,852.00. The transaction was disclosed in a document filed with the Securi...

Phoenix Financial Ltd. decreased its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 10.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 899,886 shares of the information services provider's stock after selling 101,009 shares during the quarter. Alphabet comprises approximately 2.9% of Phoenix Financial Ltd.'s investment portfolio, making the stock its 9th largest position. Phoenix Financial Ltd.'s holdings in Alphabet were worth $218,704,000 at the end of the most recent reporting period. A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Manning & Napier Advisors LLC bought a new stake in shares of Alphabet during the 3rd quarter valued at about $32,000. IFS Advisors LLC increased its holdings in Alphabet by 400.0% in the second quarter. IFS Advisors LLC now owns 150 shares of the information services provider's stock worth $27,000 after purchasing an additional 120 shares in the last quarter. Tripletail Wealth Management LLC acquired a new position in Alphabet in the third quarter valued at approximately $40,000. WestEnd Advisors LLC boosted its holdings in shares of Alphabet by 58.7% during the 2nd quarter. WestEnd Advisors LLC now owns 165 shares of the information services provider's stock worth $29,000 after buying an additional 61 shares in the last quarter. Finally, University of Illinois Foundation bought a new position in shares of Alphabet during the 2nd quarter worth approximately $31,000. Institutional investors and hedge funds own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Insider Transactions at Alphabet In related news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $19.00, for a total transaction of $35,060,852.00. The sale was disclosed in a filing with the Securit...

Peter Mandelson has resigned from the House of Lords, but even if he is sentenced to prison for misconduct in public office he can still use the title Lord Mandelson until either an act of parliament, or death, takes it off him. That sums up the problem with living in a semi-feudal system. Patronage first lifted Mandelson into the Lords in 2008, despite his being forced to resign twice as a minister. The first resignation came in 1998 when he failed to declare a home loan from a millionaire backer; the second time, in 2001, was because he helped a millionaire funder for the Millennium Dome get a British passport. So elevation to the Lords allowed him to maintain influence despite his conduct losing him two ministerial positions. Keir Starmer’s patronage lifted Mandelson up again, to the US ambassador job, despite his links to Epstein being well documented in mainstream and social media. Mandelson’s career is littered with dishonesty and scandal, but many (so-called) sensible voices in the media and politics argued he was the right man to represent our country on the world stage. The truth is that everyone knew the risks, but no one cared – because everyone assumes that corruption is the norm. In a world dominated by rich and powerful men, Mandelson was a go-between, close to important people and the corridors of power. His elevation to the Lords undoubtedly increased his stature, and with it his access. Mandelson will not return to the Lords, but among the remaining peers, what amounts to cash for access is often done subtly and within the rules. So where are the political checks and balances that voters used to expect? A report last February showed that nearly 100 members of the Lords were paid to give political or policy advice by commercial firms. One former minister earned millions of pounds by working for 30 companies. Multiple peers are being paid by foreign governments, including repressive regimes. Politics and business are bound together in the Lords, with ...

(RTTNews) - Wabash National Corp. (WNC), an end-to-end supply chain solutions provider for the transportation, logistics and infrastructure markets, on Wednesday reported its loss widened in the fourth quarter compared with the previous year. In the pre-market trading, Wabash National is 6.23% lesser at $10.54 on the New York Stock Exchange. For the fourth quarter, net loss attributable to stockholders widened to $49.88 million from $1.03 million in the previous year. Loss per share was $1.23 versus $0.02 last year. Adjusted net loss attributable to stockholders widened to $37.78 million from $1.03 million in the previous year. Adjusted loss per share were $0.93 versus $0.02 last year. On average, 2 analysts had expected the company to report loss of $0.76 per share. Analysts' estimates typically exclude special items. Adjusted EBITDA loss came in at $26.19 millon compared with income of $21.11 million in the previous year Loss from operations came in at $59.94 million compared with income of $3.59 million million in the prior year. Net sales declined to $321.45 million from $416.81 million in the previous year. For the first quarter, the company expected revenue be in the range of $310 million to $330 million and adjusted loss per share to be in the range of $0.95 to $1.05. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Gunmen have killed at least 162 people in a village in Kwara state in western Nigeria, a Red Cross official has said, making it one of the deadliest attacks in recent months in the country, which has been plagued by interlinked security crises. Armed gangs known locally as bandits who loot villages and kidnap for ransom operate in swathes of the country, while jihadist groups are active in the north-east and north-west. Intercommunal violence is also prevalent in the central states. “Reports said that the death toll now stands at 162, as the search for more bodies continues,” Babaomo Ayodeji, Kwara state secretary of the Red Cross, said, updating the earlier toll of 67. Earlier, a local lawmaker in the Kaiama region, Sa’idu Baba Ahmed, said between “35 to 40 dead bodies were counted” from the attack on Tuesday evening in Woro village. The attack was confirmed by police, who did not provide casualty figures, and the state government, which blamed it on “terrorist cells”. “Many others escaped into the bush with gunshots,” Ahmed said, adding that more bodies could be found. The gunmen invaded Woro at about 6:00 pm (1700 GMT) on Tuesday and set “shops and the king’s palace ablaze”, said Ahmed. He added that the traditional king’s whereabouts were unknown. Kwara state governor AbdulRahman AbdulRazaq condemned the attack as “a cowardly expression of frustration by terrorist cells following the ongoing counter-terrorism campaigns in parts of the state”. The Nigerian military has intensified operations against jihadists and armed bandits and regularly claims to have killed huge numbers of fighters. Last month, the military said it had launched “sustained coordinated offensive operations against terrorist elements” in Kwara state and achieved notable successes. Local media reported that the army had “neutralised” 150 bandits, a term used to mean killed. “They successfully neutralised … terrorists, while others managed to escape into the forest,” the army said in a statement ...

The battle for attention has never been so intense. Owning companies that successfully disrupt an industry to create an entirely new category can result in huge gains for investors. This is what Netflix (NFLX 3.36%) has achieved. Shares have skyrocketed an unbelievable 2,580% in the past 15 years (as of Jan. 30). For a business whose primary purpose is to win attention, engagement is a crucial data point for investors and the leadership team to track closely. However, Netflix has some work to do here. This trillion-dollar artificial intelligence (AI) superstar is eating Netflix's lunch. And its shares have outperformed the streaming stock in the past one-, three-, and five-year periods. Meta is dominating the attention economy In 2019, consumer behavior shifted, with adults spending more time on their mobile devices than watching TV. Given that Meta Platforms (META 2.08%) has long optimized its content for the mobile age, it's crushing Netflix when it comes to engagement growth, giving it a dominant position in the attention economy. "Instagram Reels had another strong quarter, with watch time up more than 30% year-over-year in the U.S.," CFO Susan Li said on the fourth-quarter 2025 earnings call. The company is leveraging AI capabilities to improve content ranking. A new focus is to be more adaptive, showing content relevant to what a user is interested in during a particular session. The streaming pioneer is seeing more muted gains. "In the second half of 2025, view hours increased 2% year over year," Netflix's Q4 2025 press release reads. Expand NASDAQ : NFLX Netflix Today's Change ( -3.36 %) $ -2.79 Current Price $ 79.97 Key Data Points Market Cap $338B Day's Range $ 79.63 - $ 82.44 52wk Range $ 79.62 - $ 134.12 Volume 8.4K Avg Vol 46M Gross Margin 48.59 % It's worth mentioning that Netflix households spend, on average, about two hours per day on the platform, much more than the half-hour or so that the average person spends daily on Instagram. However, it's the...

Key Points Netflix shares have underperformed a dominant internet giant in recent years. Given the popularity of mobile devices and user-generated short-form content, time spent on a well-known social media platform is surging. Netflix is ceding viewership to streaming rivals, challenging rosy assumptions investors have about its growth prospects. 10 stocks we like better than Meta Platforms › Owning companies that successfully disrupt an industry to create an entirely new category can result in huge gains for investors. This is what Netflix (NASDAQ: NFLX) has achieved. Shares have skyrocketed an unbelievable 2,580% in the past 15 years (as of Jan. 30). For a business whose primary purpose is to win attention, engagement is a crucial data point for investors and the leadership team to track closely. However, Netflix has some work to do here. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » This trillion-dollar artificial intelligence (AI) superstar is eating Netflix's lunch. And its shares have outperformed the streaming stock in the past one-, three-, and five-year periods. Meta is dominating the attention economy In 2019, consumer behavior shifted, with adults spending more time on their mobile devices than watching TV. Given that Meta Platforms (NASDAQ: META) has long optimized its content for the mobile age, it's crushing Netflix when it comes to engagement growth, giving it a dominant position in the attention economy. "Instagram Reels had another strong quarter, with watch time up more than 30% year-over-year in the U.S.," CFO Susan Li said on the fourth-quarter 2025 earnings call. The company is leveraging AI capabilities to improve content ranking. A new focus is to be more adaptive, showing content relevant to what a user is interested in during a particular session. The streaming pioneer is seeing more muted gains. "In the second half of...

bombermoon/iStock via Getty Images JinkoSolar ( JKS ) +13.7% pre-market Wednesday after a state-backed media outlet reported the company confirmed it had been visited by a team sent by Elon Musk, days after he announced plans to build 100 GW of solar cell capacity in the U.S. during a Tesla earnings call. A team sent by Musk reportedly visited several photovoltaic companies in China, including those involved in equipment, silicon wafers, battery modules and perovskite technology. The U.S. solar market is heavily protected by tariffs designed to stop imports of cheaper panels and cells from China and Southeast Asia, but several U.S. producers still have links to Chinese manufacturers. Jinko Solar ( JKS ) jumped by the daily limit of 20% in Shanghai trading, while Trina Solar gained as much as 12% and industry bellwether LONGi Green Energy Technology also rose. ETF: ( TAN ) More on JinkoSolar and solar stocks JinkoSolar: Facing A Double-Edged Sword TAN: Solar Stocks Keep Shining TAN: The New Solar Cycle Has Started - Here's Why I'm Buying

More on Uber Uber Prints Cash But The Market Complains (Q4 Earnings Preview) Uber Q4 Earnings: Potential Risks And Robotaxis Stepping Stones Uber Technologies: This Ride Has Exceeded My Expectations Uber Non-GAAP EPS of $0.71 misses by $0.09, revenue of $14.37B beats by $50M Uber to report Q4 results amid expanding robotaxi partnerships

要全面深化高水平改革开放，不断增强高质量发展的动力活力。 上海市委副书记、市长龚正，市委副书记朱忠明等市领导今天（4日）上午分别参加市政协十四届四次会议专题会议，围绕市委、市政府重点工作，听取政协委员的意见建议，与大家一起讨论交流。 在“坚持以改革开放为动力，推动经济高质量发展，全面提升城市能级和核心竞争力”专题会议上，张润斌、南逸、李凌、郭敏、顾捷、黄海清、徐立、沈翊、吴建雄、钱军、林顺辉、寿伟光、黄春华、周军14位委员聚焦会议主题，结合各自调研成果，围绕加快三大先导产业发展、建设上海（长三角）国际科技创新中心、提升要素配置效率、加速科技成果转化、做强产业发展载体、促进民营经济发展等方面踊跃发言，积极建言献策。龚正仔细倾听，认真记录，并逐一进行回应。 龚正说，衡量城市能级和核心竞争力，经济高质量发展是重要指征。聚焦深化国际经济中心建设，我们立足资源禀赋和产业基础，提出“十五五”时期，加快构建以先进制造业为骨干的现代化产业体系，打造发展新质生产力的主阵地。要抓基础研究和关键核心技术攻关，加力推进原创性、颠覆性科技创新，不断提高产业链供应链自主可控水平;抓科技成果转化和产业化，持续深化科技成果产权制度改革;抓产业智能化、绿色化、融合化，更好地赋能制造业转型升级;抓高水平人才高地建设，加快形成与发展新质生产力相匹配的人才队伍。 龚正说，要全面深化高水平改革开放，不断增强高质量发展的动力活力。要发挥重点区域改革开放试验田作用，全方位大力度推进首创性改革、引领性开放，加强改革系统集成，加快形成具有国际竞争力的政策和制度体系。要加快构建开放型经济新体制，推动实施更大范围、更宽领域、更深层次的对外开放，持续深化海外服务体系建设，加快打造中资企业走出去的桥头堡。要充分激发各类经营主体活力，持续深化营商环境改革，进一步攻坚突破重点难点问题，加强法治保障，强化集成服务，加快打造市场化、法治化、国际化的一流营商环境，促进各类经营主体扎根上海、蓬勃生长。市领导陈通、卢山出席，肖贵玉主持会议。 市委副书记朱忠明参加“坚持以城市治理现代化为保障，深入践行和发展全过程人民民主，促进社会生机勃勃、井然有序”专题会议，认真听取意见建议，与大家共同交流。王奕、石景宇、张玉霞、黄宏伟、丁芳、卢薇薇、王罗清、王延华、龚思怡、洪亮、刘迎风、孙挺、陈贵、赵丽娟等14位委员就推动区块链技术创新应用、推进基层治...

AbbVie press release ( ABBV ): Q4 Non-GAAP EPS of $2.71 beats by $0.06 . Revenue of $16.62B (+10.1% Y/Y) beats by $200M . Global net revenues from the immunology portfolio were $8.626 billion, an increase of 18.3 percent on a reported basis, or 17.7 percent on an operational basis. Global net revenues from the neuroscience portfolio were $2.961 billion, an increase of 17.9 percent on a reported basis, or 17.3 percent on an operational basis. Global net revenues from the oncology portfolio were $1.664 billion, a decrease of 1.5 percent on a reported basis, or 2.5 percent on an operational basis. Provides 2026 Adjusted Diluted EPS Guidance Range of $14.37 to $14.57 vs. $14.22 consensus; Excludes Any Unfavorable Impact Related to Acquired IPR&D and Milestones Expense Shares +2% PM. More on AbbVie AbbVie Inc. (ABBV) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript AbbVie: The Dividend Does Not Lie AbbVie: Rocky Near-Term, Positive Long-Term AbbVie Q4 Preview: Here's what to expect AbbVie seeks Rinvoq approval to treat vitiligo

AbbVie press release ( ABBV ): Q4 Non-GAAP EPS of $2.71 beats by $0.06 . Revenue of $16.62B (+10.1% Y/Y) beats by $200M . Global net revenues from the immunology portfolio were $8.626 billion, an increase of 18.3 percent on a reported basis, or 17.7 percent on an operational basis. Global net revenues from the neuroscience portfolio were $2.961 billion, an increase of 17.9 percent on a reported basis, or 17.3 percent on an operational basis. Global net revenues from the oncology portfolio were $1.664 billion, a decrease of 1.5 percent on a reported basis, or 2.5 percent on an operational basis. Provides 2026 Adjusted Diluted EPS Guidance Range of $14.37 to $14.57 vs. $14.22 consensus; Excludes Any Unfavorable Impact Related to Acquired IPR&D and Milestones Expense Shares +2% PM. More on AbbVie AbbVie Inc. (ABBV) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript AbbVie: The Dividend Does Not Lie AbbVie: Rocky Near-Term, Positive Long-Term AbbVie Q4 Preview: Here's what to expect AbbVie seeks Rinvoq approval to treat vitiligo

Leon Neal/Getty Images News Match Group (NASDAQ: MTCH ) reported a top- and bottom-line beat for the fourth quarter, provided a forecast that met expectations, and painted an optimistic picture for Tinder and Hinge turnaround. Shares of the company were up more than 7% in premarket trading on Wednesday. For Q1, Match expects revenue to be between $850M and $860M, above the consensus estimate of $853.2M, when compared to the midpoint of $855M. For 2026, revenue is guided between $3.41B and $3.54B, largely in line with expectations at the midpoint of the forecast. Free cash flow is expected to be between $1.09B and $1.14B, higher than the $1B generated in 2025. The company expects Tinder year-over-year direct revenue declines to be similar to 2025, while Hinge is expected to maintain strong revenue growth this year, CEO Spencer Rascoff said during the earnings call. Rascoff said the company plans to reinvest savings from workforce reductions and payments initiatives into Tinder and Hinge to stimulate long-term growth. Tinder revenue for Q4 was down 5% from last year at $464M, and revenue from Hinge came in at $186M, up 26%. Revenue at both E&E and MG Asia was down 7% and 2%, respectively. "At Tinder, we saw improvements in new registrations and MAU trends in Q4, and continued progress in engagement quality, including among Gen Z users," Rascoff said in a statement. "At Hinge, strong user growth, expanding international traction, and continued margin improvement reflect a product that is resonating deeply with users and continues to scale." Total payers fell 5% to 13.8M over the prior year quarter, while total revenue per payer was up 7% at $20.72. Net earnings for the three months ended December 31 were $210M vs. $158M for the same period last year. On a per-share basis, the company earned 83 cents, beating the average analyst expectation by 12 cents. Revenue rose 2.1% to $878M and beat the estimates by nearly $5M. The company also raised its quarterly cash dividend b...

美国众议院金融服务委员会主席、共和党人French Hill表示，政府调查杰罗姆·鲍威尔“导致对沃什的确认程序更加困难”。 Hill说他不认为鲍威尔做了伪证。 责任编辑：李肇孚

HDesert/iStock via Getty Images Intro Our most recent commentary on Integer Holdings Corporation ( ITGR ) was in February 2024, when we reiterated our 'Hold' rating on the cardiology product-related manufacturer just before the release of Q4 and fiscal 2023 earnings. ITGR stock had recently registered a technical breakout, which elevated the odds that the market was pricing in an encouraging report. This is exactly what played out, with management reporting a non-GAAP earnings beat ($1.39) as well as revenues of $413.15 million in Q3 of fiscal 2023. However, when we fast forward eight quarters (where both earnings and revenues came in well ahead of both Q3 2023 and Q4 2024) to the third quarter of fiscal 2025, ITGR stock finds itself down 17% from where the stock traded approximately 24 months ago. Suffice it to say, holding ITGR in recent years has turned out to be a sizable opportunity cost, given the S&P 500 has rallied close to 40% over the above-mentioned 24-month period. Concerning Long-Term Technicals What caught most attention from an investor standpoint was the gravity of the sell-off post the release of the company's latest quarterly report in October of last year. However, as we see below, there were plenty of warning signs already in the works, as shares had already topped out in January of last year. Where we are at present, however, is precarious for ITGR, to say the least, as, from a long-term technical basis, we now have A bearish MACD crossover A breach of the uptrending trendline dating back to 2016 (And most important) - a potential crossing beneath ITGR's 10-month moving average beneath its 40-month counterpart (death cross) Remember, long-term charts let us compress significant price action, allowing us to get solid long-term reads on the fundamentals of the company over time. ITGR Long-Term Technical Chart (Stockcharts.com) Short-Term Chart Demonstrates Consolidation At Best Therefore, the key question from a technical perspective is whether th...

普利特（002324）公告，周武拟自2026年3月9日至2026年6月8日通过集中竞价、大宗交易方式减持不超598.53万股，占0.55%；副总经理李宏同期拟减持不超21.16万股，占0.02%。两人合计持股683.18万股，占0.62%，均来源于IPO前已发行股份。

格隆汇2月4日｜苹果公司表示，与苹果电视、iTunes 相关的问题已得到解决。

Natali_Mis/iStock via Getty Images Overview Against a volatile market backdrop, the Russell Microcap® Growth Index posted a positive return of 2.14% in the quarter. However, positive contributions to the benchmark’s return were dominated by the health- care sector, most notably companies within the biotechnology and pharmaceutical industries. Many of these companies are in the early stages of research and development and are years aways from potentially turning a profit. Given our focus on high-growth, high-quality companies, we had no exposure to this area of the market, which weighed heavily on the Fund’s performance relative to the benchmark. In this environment, the Wasatch Micro Cap Fund—Investor Class posted a return of 1.88%, underperforming the benchmark. Notably, we were able to more than offset the stiff headwinds through strong stock selection elsewhere, including within the industrials, consumer-staples and consumer-discretionary sectors. In addition, a lack of exposure to the energy and materials sectors, which constrained performance for much of 2025, proved helpful for the quarter. For the calendar year 2025, the Fund posted a positive return of 4.83% but the outperformance of lower quality companies within the micro-cap growth universe weighed on relative performance, with the benchmark posting a return of 21.84%. While this trend remained in place as the fourth quarter opened, November and December saw increased investor interest in more profitable companies, such as those emphasized in the Fund. Details Of The Quarter Leading individual contributors to the Fund’s relative performance included Axogen, Inc. ( AXGN ), a holding within the health-care equipment industry. Axogen specializes in providing allografts—nerves harvested from cadavers and processed in such a way that they can safely be transplanted by surgeons for use as “scaffolding” to help restore feeling and functionality to a patient’s damaged nerves. In many cases this solution may be de...

通用电气 医疗周三预计全年利润将超华尔街预期，公司押注旗下诊断及影像设备需求保持强劲。 过去几年，医疗诊疗需求持续旺盛，尤其是美国老年群体的需求，推动医院加大对诊断及医疗设备的投入。该公司主营CT机、X光机、PET扫描仪及各类其他医疗设备。 通用电气医疗四大业务板块中规模最大的影像设备部门，第四季度营收同比增长6.6%，达25.5亿美元。 因公司第四季度收益同样超出预期，其股价在盘前交易中上涨2.4%，报80.70美元。 公司表示，营收增长同时得益于欧美市场的强劲表现。 首席执行官Peter Arduini表示：“这体现了健康的资本投资趋势、出色的商业执行效率，以及市场对新产品的需求。” 公司另外三大业务板块分别为高级可视化解决方案、患者护理解决方案及药物诊断业务。 基于当前税率水平，通用电气医疗预计2026年关税带来的影响将低于去年。 该公司曾在10月表示，受美国总统唐纳德・特朗普针对铜、钢及铝衍生品加收关税的影响，2025年公司将面临2.65亿美元损失，折合每股收益减少0.45美元。 据伦敦证券交易所集团汇编数据，这家医疗设备制造商预计2026年调整后每股收益为4.95至5.15美元，高于分析师预期的4.92美元。 公司同时预计，2026年有机营收同比增幅将达3%至4%。 在截至12月31日的该季度，通用电气医疗调整后每股收益为1.44美元，高于市场预期的1.40美元。 该季度总销售额达57亿美元，同比增长7.1%，且高于分析师平均预期的56.1亿美元。 责任编辑：李肇孚

Ralf Hahn Ares Capital ( ARCC ) stock gained 1.7% in Wednesday premarket trading after the business development company's Q4 net investment income topped the consensus estimate as its investing commitments and exits accelerated in the last quarter of the year. Q4 core EPS of $0.50, matching the average analyst estimate, was unchanged from Q3 and fell from $0.55 in Q4 2024. Net investment income of $370M, beating the Visible Alpha consensus of $355M, increased from $338M in the previous quarter and $363M a year ago. Interest income from investments dropped to $563M (vs. $571M Visible Alpha estimate) from $561M in Q3 and rose from $542M in Q4 2024. Total investment income of $793M, just under the $794M consensus, climbed from $782M in Q3 and $759M in the year-ago Q4. Net assets per share dipped to $19.94 at Dec. 31, 2025, from $20.01 at Sept. 30 and increased from $19.89 at Dec. 31, 2024. Ares Capital’s ( ARCC ) debt-to-equity ratio of 1.12x at Dec. 31, 2025, vs. 1.09x at Sept. 30, 2025. Expenses totaled $406M vs. $433M in the prior quarter and $387M a year ago. Portfolio investments at fair value increased to $29.5B at the end of Q4 from $28.7B at the end of Q3. "Our strong fourth-quarter results capped another successful year for our company," said CEO Kort Schnabel. "We originated a record level of new investment commitments, maintained strong credit performance with stable non-accruals, and generated a healthy level of profits, including core earnings in excess of our dividends." During the quarter, Ares Capital ( ARCC ) made gross commitments of $5.83B vs. $3.92B in Q3 and $3.75B in the prior year’s Q4. Exits of commitments came to $4.66B, compared with $2.63B in the prior quarter and $2.72B a year ago. As of Jan. 29, 2026, the company’s investment backlog stood at $3.2B. From Jan. 1-29, 2026, ARCC made new investment commitments of $1.4B, of which $966M were funded. During the same period, it exited ~$709M of investment commitments. Conference call at 12:00 PM E...

Meridian Mining (TSX: MNO) on Wednesday said it has agreed to a C$40 million bought deal financing led by Stifel Canada and BMO Capital Markets, acting as joint bookrunners for a syndicate of underwriters. Under the deal, the underwriters will purchase 25.32 million common shares at C$1.58 per share. The company has also granted an option to buy up to an additional 3.80 million shares to cover over-allotments, which could raise total gross proceeds to about C$46 million if fully exercised. Meridian said the proceeds will be used to advance a definitive feasibility study for its Cabaçal gold-copper project, progress work at the Santa Helena project, expand regional exploration on the Cabaçal VMS Belt, and for general corporate purposes. The offering is expected to close on or about February 12, subject to regulatory and exchange approvals. MRRDF +0.09% after hours to $1.2061. Source: Press Release More on Meridian Mining Plc Seeking Alpha’s Quant Rating on Meridian Mining Plc Historical earnings data for Meridian Mining Plc Financial information for Meridian Mining Plc

格隆汇2月4日｜荷兰国际银行CEO：寻求多元化。将利用内生资本生成为任何交易提供资金。将通过并购填补部分现有市场的空白。

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小米汽车：小米YU7OTA1.12.0已开始陆续推送。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

格隆汇2月4日｜中金公司：发行不超过350亿元公司债券获证监会同意注册批复。

Morsa Images/DigitalVision via Getty Images CoreWeave’s ( CRWV ) share price dropped by more than 20% since my ‘Strong buy’ recommendation , and the major part of this drop is explained by the market’s reaction to the company’s Q3 earnings. It was a 16% one day crash explained by a weaker-than-expected revenue guidance for FY2025 as the management reduced their forecast due to delays at some of the company’s data center projects. However, the reduced guidance was not that dramatic, approximately a $200 million decrease which doesn’t look material for a company with a $55 billion AI infrastructure deals backlog. Therefore, I think that the market overreacted, and it created new buying opportunities for CRWV bulls. Moreover, the company’s recent financial performance demonstrates strong unit economics despite aggressive investments in growth, which is vital for investors over the long haul. Moreover, a recent announcement of major expansion of CRWV’s partnership with Nvidia is a large validation victory for CoreWeave. Besides this recent development, the company’s validation loop looks very impressive with new large deals inked with major AI players like Meta and OpenAI. Until the company achieves bottom line profitability inflection, its valuation will always be a controversial topic. However, the company’s forecasted aggressive P/S ratio contraction appears to be an extremely bullish setup. Therefore, I am adding more CRWV shares and reiterate 'Strong buy' recommendation. Fundamental analysis The latest important information that we have on the company is the announcement of a large partnership expansion between CoreWeave and Nvidia, which includes not only additional $2 billion in investment but also collaboration to help accelerate the buildout of more than 5GW of AI factories by the end of this decade. First and foremost, having Nvidia in your corner ready to invest billions and its reputation in your projects is a huge validation victory for a young business. An...

Kana Design Image /iStock via Getty Images The dollar ( DXY ) is broadly firmer today, but it is mostly consolidating. The Japanese yen is a notable exception. The greenback reached JPY156.85, its best level since January 23 and does not look as if it has peaked. Sunday’s election is around the corner, and polls show Prime Minister Takaichi leading the LDP to a strong showing, where it may recapture an outright majority. Earlier today, she warned that the Bank of Japan cannot be counted on to cap the rise in yields, as the cost may be to weaken the yen to an undesired extent. Meanwhile, the partial closure of the US government has ended, but the disruption of the economic data will still delay the January employment data that was due Friday. That may give the ADP private sector jobs estimate greater heft today. After the recent meltdown, gold and silver have found better footing and extended yesterday’s gain. Prices G10 • After holding Monday’s low (~$1.1770), the euro reached a marginal session high in North America yesterday near $1.1830. The euro rose to almost $1.1840 today to rise above the previous session’s high for the first time in six consecutive sessions. Soft final PMI data and an unexpected decline in core CPI seemed to cap the single currency ahead of $1.1850, where options for nearly 1.8 bln euros expire today. Initial support is in the $1.1780-1.1800 area. A break of $1.1760 could signal the next leg lower. • The dollar reached a seven-session high against the yen in North America yesterday, slightly north of JPY156. Follow-through buying today lifted the greenback to JPY156.80 today, through the technical retracement objective JPY156.50 and the 20-day moving average (~JPY156.60) for the first time since January 23. The next area of chart resistance may be in the JPY157.40-50 area. • Sterling traded inside Monday’s range (~$1.3625-1.3715) yesterday. It edged up to almost $1.3735 today, which corresponds to the halfway mark of the decline from the Jan...