美團擬收購叮咚背後：戰投部祕密操作，速度極快 富途牛牛

工信部发文要求2030年之前实现1000万用户接入卫星互联网，星思是唯一一家同时支持一代星和二代星的卫星基带芯片供应商 【财新网】 资本下注卫星互联网赛道。2月6日，卫星基带芯片企业上海星思半导体股份有限公司（下称“星思”）宣布，公司近半年内完成数轮战略融资，累计融资额近15亿元，B+轮由策源资本、横琴深合投资联合领投，成都科创投、福建产投、鲁信创投、新动能资本、中金资本旗下基金、高榕创投、璞信资本、朴盈资本、杭广熠熠等众多国资和市场化基金加持，老股东朗润利方继续追投；C轮由元航资本和翩玄基金联合领投，上海产业知识产权基金、鼎兴量子等跟投。

(RTTNews) - A Fintech company, Broadridge Financial Solutions, Inc. (BR) and CQG, Inc., on Friday announced an agreement to acquire high-performance technology solutions CQG to expand its trading and connectivity capabilities across global derivatives markets. The financial terms of the deal were not disclosed. The transaction is expected to close early in Broadridge's fiscal fourth quarter, ending June 30 The acquisition will add CQG's execution management, algorithmic trading and analytics capabilities to Broadridge's order management and client connectivity solutions, creating an end-to-end trading platform for global futures and options markets. The expanded offering is expected to support a broad client base, including futures commission merchants, institutional investors, retail brokers, proprietary trading firms, commodity trading advisors and hedge funds. The transaction is not expected to have a material impact on Broadridge's financial results. In the pre-market trading, Broadridge Financial Solutions is trading 0.04 cents lesser at $193.50 on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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Numerous flood warnings are in effect across the UK after January ended with record-breaking rainfall and February has shown no sign of reprieve. Persistent downpours have left the ground saturated in many areas and rivers bursting their banks. As of Friday morning, more than 70 flood warnings had been issued across England and Scotland. The Environment Agency has warned that river levels will continue to rise over the coming days as further rain is expected.

据媒体周五援引 特斯拉 副总裁陶琳消息，特斯拉正在中国运营一座人工智能训练中心，重点布局本地应用及辅助驾驶领域。 责任编辑：李肇孚

Dressed in Sunday school apparel and singing exclusively in Dutch, this unorthodox five-piece embrace clinical chaos From Kapelle, Holland Recommended if you like Black Midi, King Crimson, YHWH Nailgun Up next New single Maalstroom out now Tight-fitted in scrimpy Sunday school apparel, Grote Geelstaart – Dutch for great yellowtail fish – make music that’s decidedly less orthodox than appearances suggest. Drums skirmish with frighteningly efficient, jackhammer velocity; synths and guitars buzz and ring like fire alarms; the bass rumbles like a jammed freighter engine. Grote Geelstaart’s clinical chaos goes hand in hand with vocalist/guitarist Luuk Bosma’s primal punk dramaturgy, reminiscent of Nick Cave, James Chance and underrated Dutch punk thespians De Kift. This MO translates wonderfully to Grote Geelstaart’s Zeelandic roots, a place where an intricate network of dykes is built and maintained to keep the unforgiving North Sea at bay: human ingenuity v lawless elements. Continue reading...

Seeking Alpha Seeking Alpha Seeking Alpha More on Canopy Growth Corporation Canopy Growth Is Making Big Moves In Its Cannabis Business I Think Canopy Growth Is Already Priced For Rescheduling Why Canopy Growth Is No Longer A Strong Sell Seeking Alpha’s Quant Rating on Canopy Growth Corporation Historical earnings data for Canopy Growth Corporation

Fenne/iStock via Getty Images Foreword About Large Cap Value “A Value ranking for large cap stocks from YCharts puts together complementary strategies found during their stock research. The value ranking looks at the price of a stock relative to a number of measurements that determine intrinsic firm value. Only the largest 10% of companies based on market cap are shown in this portfolio. What it is: The Value Score is a composite score. It tells you how much you are getting in terms of profits, cash flows, assets, sales, etc. for the stock price that you pay. It is a relative measurement, so it says nothing about the overall level of the market. Rather, it answers the question: "Given the current market level, which stocks give you the most current value for your dollar of investment?" Tens are the most value, and 1s are the least. How to use it: Use it to find companies that are selling at a low price relative to their assets and profits. Limitations of the Value Score: Watch out for companies with a lot of uncertainty or bad prospects for the future (e.g., Pharma companies with expiring patents, industries on the decline, etc.). About the Ben Graham Formula The Ben Graham Formula strategy contains ultra-stable stocks that will infrequently lose money if held over a long period of time. It was developed based on a screen in Graham's book, "The Intelligent Investor." For those who have the book, it is the "Defensive Investor" screen. It selects stocks that are large in terms of sales and total assets, have a strong track record of earnings and dividend payments, have a reasonable current ratio and level of long term debt, and have a low valuation given by PE Ratios and Price to Book Value ratios.” -YCharts While over half of this collection of GASV is too pricey, or reveals somewhat skinny or no forward looking dividends, fourteen of the twenty-nine “safer” lowest-priced dogs of the GASV are buyable. February found TORM Plc ( TRMD ), Hafnia Ltd ( HAFN ), IRSA Invers...

CraigRJD/iStock via Getty Images The US dollar ( DXY ) is seeing this week’s gains pared against most of the G10 currencies today. The Australian dollar has recovered from a two-week low set earlier today and is the only G10 currency that has gained on the greenback this week. The Reserve Bank of Australia raised rates earlier this week, and the market has brought forward its expectation for another hike. The dollar’s gains this week seemed to be largely technical in nature as the correction to the sharp losses from mid- to late-January was retraced. The momentum indicators warn the upside correction may have more room to run. US January jobs report was due today, but another government shutdown delays it until next week. Canada reports its jobs figures today, but the policy impact is minimal as the Bank of Canada is seen on a long hold. The US 2-10-year yield curve is above 70 bp, the steepest in four years, and is drawing attention. Japan votes this weekend, and the Prime Minister Takaichi’s LDP looks set to expand its support. Thailand also votes this weekend. Prices G10 • The euro spent yesterday in an almost 25-tick range on either side of $1.1800. Options for 3.7 bln euros expire there today after 3.4 bln euro options expired there yesterday. The euro was sold to a two-week low earlier today, near $1.1765, before recovering to probe $1.18 in Europe. The momentum indicators warn that the downside correction is probably not complete. • The dollar took out the previous session high against the yen for the fifth consecutive session yesterday. The greenback reached almost JPY157.35, its best level since January 23 and the rate check by US officials. The dollar barely slipped through yesterday’s low (~JPY156.65) before recovering back to JPY157, where there are about $810 mln in options that today. It settled near JPY154.80 at the end of last week. • A combination of a dovish hold by the Bank of England and new knocks on Prime Minister Starmer saw sterling tumble mo...

Adam Gray/Getty Images News Cuban President Miguel Díaz-Canel said his government is prepared to engage with the Trump administration, as the island braces for severe fuel shortages in the coming days. "Cuba is willing to engage in dialogue with the United States; to engage in dialogue on any topic," he said during a press conference broadcast on state TV and radio. But Díaz-Canel insisted that dialogue with the U.S. must be without pressure or preconditions, "on equal footing, with respect for our sovereignty, our independence, our self-determination." He said he'd spoken to Russian President Vladimir Putin and China's Xi Jinping, both of whom expressed their support and commitment to continue cooperation with Venezuela and Cuba. Díaz-Canel also noted that his government was working towards increasing oil production and fuel storage capacity, and within a week, it will let the public know what measures will be implemented to address fuel shortages. Following the press conference, the U.S. government announced an additional $6M in aid for Cuba. Meanwhile, Mexican officials are exploring how fuel can be sent to Cuba without triggering reprisals from the U.S., four sources familiar with the matter told Reuters . U.S. President Donald Trump last week signed an executive order authorizing tariffs on countries that sell or provide oil to Cuba, claiming the island supports "hostile actors, terrorism, and regional instability that endanger American security and foreign policy." Mexico is Cuba's largest oil supplier, after Venezuelan oil shipments to the island ceased in the wake of a U.S. blockade and the capture of Nicolás Maduro. More on Cuba Cubans rendered powerless as outages persist, U.S. tensions escalate Cuba's oil supplies seen lasting 15-20 days as shipments dry up Mexico said to reconsider sending oil to Cuba amid fears of U.S. reprisal Cuba said to face potential breakdown as U.S. squeezes Venezuelan oil

Piper Sandler ( PIPR ) declares $0.70/share quarterly dividend , in line with previous. The company also declared a special cash dividend of $5.00 per share. "Including this special cash dividend, our total dividend related to fiscal year 2025 amounts to $7.70 per share of common stock, a payout ratio of 43% of adjusted net income. Forward yield 0.84% Payable March 13; for shareholders of record March 3; ex-div March 3. See PIPR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Piper Sandler Piper Sandler: Biotech Funding Seems To Be Recovering Lazard, Evercore get new Buys, Piper Sandler lands at Underperform: BofA Piper Sandler upgraded to Buy at Goldman on prospects for market share gains Seeking Alpha’s Quant Rating on Piper Sandler Historical earnings data for Piper Sandler

三个月前，摩尔线程还是国产GPU估值的天花板。 如今， 在一批国产芯片企业集中加速IPO的背景下，它的股价已从高点回落近四成，资本市场开始重新计算这家公司的真实位置。 国产芯片正在经历一轮密集上市窗口期。自2025年12月百度旗下昆仑芯传出赴港IPO计划起，国产芯企的上市节奏明显提速。腾讯投资的沐曦股份在科创板快速完成注册，阿里旗下平头哥、壁仞科技、天数智芯等GPU与AI芯片公司也在同步推进IPO。原本稀缺的国产GPU资产，正在迅速扩容。 供给侧变化，正在重塑估值逻辑。摩尔线程上市后市值一度突破4000亿元，但随着更多国产标的集中涌现，市场开始从“国产替代”的定价方式，转向对业务基本面的审视。 有投资者对「市象」表示：“当前摩尔估值肯定偏高，只是目前因战略需要必须顶上，要看未来出货水平。” 业绩背景是， 摩尔线程的超高估值，建立在一个低营收、高亏损的业绩基础上。 1月22日，摩尔线程发布的2025年年度业绩预告显示，预计公司2025年全年收入在15亿元左右，同比增速在230%以上，但亏损预计仍有10亿元左右，亏损额同比收窄幅度在34.5%到41.3%。 这意味着两件事，其一，AI智算市场的需求爆发，打开了摩尔线程的第二曲线，让这个一度在消费级显卡市场徘徊的企业，迈入AI算力赛道。 其二，全功能GPU研发仍然是一条长周期、高投入的路，从2022年到2025年上半年，摩尔线程的累计研发投入超过了43亿元。摩尔线程或将重演寒武纪的路径，市值高开低走，直到盈利能力显著改善后，再迎来估值反转。 “国产英伟达”不看业绩 “与英伟达相比，摩尔线程的逻辑不同，英伟达是生态逻辑，而摩尔线程还是出货逻辑，要看国产数据中心的需求如何。”前述投资者表示。 当前，摩尔线程、沐曦股份的价值很难直接用业绩衡量。 复盘2025年以来的国产芯片资本热潮，会发现其升温过程，与英伟达在中国市场的后退有部分重合。随着美国政府对高端芯片出口管制加码，英伟达H100、特供中国市场的H20等芯片产品销售遇阻，国内的AI算力需求出现缺口，市场迫切需要自主可控的国产替代芯片，进而推升了包括摩尔线程在内的一批企业的估值飙升。 在2026财年的一季度财报中英伟达披露，因禁售政策导致的H20芯片库存积压和采购义务，英伟达一次性计提的资产减值损失就高达55亿美元，预计总计损失将超过80亿美元。 在公开活动发言中，英伟达CE...

财联社2月6日讯（编辑 冯轶） 财联社为您带来今日港股重要公告 1）公司要闻 北京首都机场股份(00694.HK)： 预计2025年净亏损6.0亿元至约人民币7.6亿元，同比减少约45.3%至约56.8%。受益于航空市场需求持续恢复以及公司成本管控进一步强化，年度亏损继续收窄。 时代电气(03898.HK)： 2025年营业总收入约287.61亿元，同比增长15.46%；净利润约41.05亿元，同比增长10.88%。 港通控股(00032.HK)：发盈喜，预期2025年度股东应占预期溢利同比增加至约6.6亿港元 大唐环境(01272.HK)：发盈喜，预期2025年除税前利润增至约7亿-7.1亿元。 大唐新能源(01798.HK)：1月完成发电量327.2万兆瓦时，同比增加6.69%。 龙源电力(00916.HK)：1月完成发电量716.27万兆瓦时，同比增长12.05%。其中风电发电量同比增长8.11%，太阳能发电量同比增长42.25%。 捷利交易宝(08017.HK)：1月新增机构客户7个，同比增加7个；注册用户89.05万户，同比增加6.2%;打新记用户11.45万户，同比增加8.6%。 越秀地产(00123.HK)： 1月合同销售约为人民币42.01亿元，同比下降约36.4%。 宝龙地产(01238.HK)：1月合同销售总额约为4.7亿元，同比减少31.98%。 绿地香港(00337.HK)：1月合同销售约为5.08亿元，同比增加约287.79%。 江山控股(00295.HK)：1月总发电量约为1.83万兆瓦时，同比减少22.13%。 云顶新耀(01952)：维适平®用于治疗成人患者中重度溃疡性结肠炎的新药上市申请在中国获批。 中航科工(02357.HK)：附属拟斥资5800万元收购中航捷锐10%的股权。 科伦博泰生物-B(06990.HK)： 核心产品TROP2ADC芦康沙妥珠单抗(sac-TMT)获国家药品监督管理局批准第四项适应症上市，用于治疗2L+HR+/HER2-乳腺癌。 山东新华制药股份(00719.HK)：终止收购挪亚圣诺(太仓)生物科技有限公司股权 德祥地产(00199.HK)：与众淼控股(01471.HK)订立框架协议 共同探索“实物资产供应 + 数字化金融保障”的创新商业模式。 中兴通讯(00763.HK)： 拟出资2亿元认购粤港澳基金份额...

Equity futures rise after US stocks posted its worst drop in months. Bitcoin bounces back as dip buyers flock in after a 50% retreat from its peak. Shares of Amazon drop as it announces plans to spend $200 billion on AI investments this year. The US and Iran holds indirect talks in Oman to reduce tensions. Veronica Clark of Citi discusses the labor market ahead of the delayed January jobs report set to be released next week. (Source: Bloomberg)

The benchmark US stock measures were trending higher before the open Friday as markets looked to end Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

U.S., Iran to hold nuclear program talks. And, Dems unveil new list of DHS demands 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 United States and Iran are set to have high-stakes talks in Oman today to negotiate Iran's nuclear program. Typically, if both sides in a negotiation can't reach a deal, the diplomats go home, regroup and decide whether to hold another round of talks. But NPR's Greg Myre tells Up First that the U.S. has spent a month moving Navy ships and warplanes to the region, and if a deal isn't reached this time, President Trump could launch an attack on Iran. toggle caption AFP via Getty Images/AFP 🎧 Iran is in a position of weakness and will likely offer concessions during the negotiations, says Myre. The country has endured several setbacks over the last two years, including the U.S. and Israeli bombing campaign against its nuclear facilities last June. Myre says a limited nuclear agreement from Iran will probably not be enough for Trump. The U.S. wants to discuss broader issues, including limits on Iran's ballistic missiles. The U.S. also seeks to stop Iran from supporting militant proxy groups like Hamas and Hezbollah. Sponsor Message Democrats released a 10-point plan for the Department of Homeland Security's immigration law enforcement agents in a letter to the GOP. In addition to their original demands, which include removing officers' masks, Democrats want officers to wear identifying information, such as their last name. Lawmakers also want these officers to have standard uniforms and equipment, aligning them with civil enforcement officers. 🎧 NPR's Claudia Grisales says Republicans are not shutting down the proposal yet, but there is a lot of negotiating left to do with little time to accomplish it. Grisales says another stopgap bill is an option, allowing lawmakers to kick the can...

格隆汇2月6日｜中国证监会国际合作司发布关于深圳承泰科技股份有限公司境外发行上市及境内未上市股份“全流通”备案通知书，公司拟发行不超过38,333,200股境外上市普通股并在香港联合交易所上市。公司29名股东拟将所持合计300,000,000股境内未上市股份转为境外上市股份，并在香港联合交易所上市流通。

《科创板日报》2月6日讯（记者 郭辉） 晶合集成四期晶圆厂来了。 2月6日晚间， 晶合集成公告称，该公司拟通过股权转让及增资的方式，合计向合肥晶奕集成电路有限公司（下称“晶奕集成”）投资20亿元并取得其100%股权，并将其纳入公司并表范围。 公告显示，上述投资事项已通过晶合集成第二届董事会第三十次会议审议，无需提交股东会审议。投资完成后，晶奕集成将成为上市公司的全资子公司， 晶奕集成将会是晶合集成四期项目的建设主体。 据了解， 晶合集成四期项目投资总额为355亿元，计划建设12英寸晶圆制造生产线，产能约5.5万片/月，重点布局40纳米及28纳米CIS、OLED及逻辑等工艺，产品将应用于OLED显示面板、AI手机、AI电脑、智能汽车及人工智能等领域 。 晶合集成表示，本次交易将增强晶奕集成资金实力，补充其经营发展中的营运资金需求。后续晶奕集成将根据项目建设进度及资金安排，做好资本金筹集工作。 建设进展上，晶合集成四期已于今年1月，在安徽合肥新站高新区正式启动建设。 据晶合集成表示，将加速推进四期项目进展，预计在2026年第四季度搬入设备机台，实现投产，可在2028年第二季度达满产状态，以期满足市场对高性能、高质量晶圆代工服务需求，共建稳定安全的集成电路产业链。 晶合集成目前为止尚未透露四期项目建设的资金来源。以该公司的三期项目为例，项目实施主体皖芯集成曾数次引入外部资金，包括2025年10月获得控股股东合肥建投30亿元现金增资，以及2024年9月获得来自农银投资、工融金投等投资者的95.5亿元大规模融资。 晶合集成2月6日还宣布其后照式CMOS图像传感器芯片工艺平台研发项目（包含90纳米及55纳米）、28纳米逻辑及OLED芯片工艺平台研发项目结项。以上两大项目均为晶合集成科创板IPO的首发募投项目。项目节余资金为1.33亿元，后续将用于补充流动资金，用于日常生产经营活动。 目前晶合集成正在向香港联交所申请H股发行上市，拟在香港主板挂牌上市，并于2025年9月递交发行上市的申请并刊发申请资料，保荐机构为中金公司。 2025年前三季度，晶合集成实现总营收81.30亿元，同比增长19.99%；实现归母净利润5.50亿元，同比增长97.24%。 从2025年上半年的收入结构来看，晶合集成产品结构持续优化。从制程节点分类看，55nm占主营业务收入的比例提升至10.38%，40n...

格隆汇2月6日｜中国证监会国际合作司发布关于合肥芯碁微电子装备股份有限公司境外发行上市备案通知书，公司拟发行不超过26,735,650股境外上市普通股并在香港联合交易所上市。

This could be a smart time to think about adding more bond diversification to your portfolio. If you want your investments to grow vigorously over the long haul, buying stocks is usually a better choice than buying bonds. But don't take my word for it -- there are centuries of data to back that premise up. The Deutsche Bank Research Institute's Long-Term Asset Return Study shows that during the past 200 years, U.S. stocks have delivered average annual inflation-adjusted returns of 6.7%, while 10-year U.S. Treasury bonds have returned 2.4% annually. And over medium-term periods, stocks also reliably beat bonds: During the past century in the U.S. market, bonds have never outperformed stocks over a 25-year time frame. But for most investors, bonds are still worth having in your portfolio. And if you want your assets to hold their value against inflation over the next few years, putting some of your funds into the Vanguard Total Bond Market ETF (BND +0.43%) might be a good idea. Expand NASDAQ : BND Vanguard Total Bond Market ETF Today's Change ( 0.43 %) $ 0.32 Current Price $ 74.22 Key Data Points Day's Range $ 74.01 - $ 74.24 52wk Range $ 71.41 - $ 75.15 Volume 2.5K Why invest in bonds? Recent years have been unusually hard for bond investors. In 2021, the U.S. experienced a spike in annual inflation to 7%, and that was followed by 6.5% inflation in 2022. In its efforts to get rising prices back in check, the Federal Reserve boosted its benchmark interest rate rapidly. That largely had the desired effect, but when interest rates rise, bond prices generally fall. As a result, the Vanguard Total Bond Market ETF had negative total returns in both of those years, losing 1.7% in 2021 and 13.2% in 2022. Over the past five years, this bond ETF lost an average of 0.23% per year. And over a 10-year time frame, it still averaged positive annualized returns of only 1.9%. That's not enough to beat inflation even when it's at the Federal Reserve's 2% target. So why invest in bonds...

(RTTNews) - Johnson Outdoors Inc. (JOUT) reported Friday a net loss for the first quarter of $3.30 million or $0.33 per share, sharply narrower than $15.29 million or $1.49 per share in the prior-year quarter. Total company net sales for the quarter grew 31 percent to $140.94 million from $107.65 million in the same quarter last year. In Thursday's regular trading, JOUT closed on the Nasdaq at $48.38, up $1.14 or 2.30 percent 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.

Soho theatre, London Desire collides with stomach-churning awkwardness in this play – which won the Women’s prize – about friends heading out for some physical contact I’m watching Miriam Battye’s The Virgins, which was nominated for the Women’s prize for playwriting in 2020, but it feels as if I’ve been thrown headfirst back into my teenage years. Centred on a group of teens who have decided that tonight is the night their sex lives finally get moving, it’s a tornado of growing pains and pretence at pleasure. It’s a Friday night, and best friends – and virgins – Chloe (Anushka Chakravarti) and Jess (Ella Bruccoleri) are getting ready to go “out out” for the first time. Joined by their gossip-hoarding friend Phoebe (played by a hysterical Molly Hewitt-Richards), who panics at even the mention of physical contact, they brush their teeth and straighten their hair in anticipation of Anya (Zoë Armer) from the year above arriving to teach them all they need to know. Even better, Chloe’s brother Joel (Ragevan Vasan), who practically shrinks when a girl enters, and his “really, really fit” friend Mel (Alec Boaden) are next door playing video games. With no parents at home and vodka mixers at the ready, the night is a recipe for success. Continue reading...

Key Points Triton Wealth Management sold 481,779 shares of Knight-Swift in the fourth quarter; the estimated transaction value was $22.58 million based on quarterly average prices. Meanwhile, the quarter-end position value decreased by $20.88 million, reflecting both share sales and stock price movement. The post-trade stake was 49,338 shares valued at $2.93 million. 10 stocks we like better than Knight-Swift Transportation › On February 4, Triton Wealth Management, PLLC reported selling 481,779 shares of Knight-Swift Transportation Holdings (NYSE:KNX), an estimated $22.58 million trade based on quarterly average pricing, according to a new SEC filing. What happened According to a SEC filing dated February 4, Triton Wealth Management, PLLC reduced its holding in Knight-Swift Transportation Holdings by 481,779 shares, with the estimated transaction value at $22.58 million based on average closing prices for the quarter. The fund’s quarter-end position in Knight-Swift fell by $20.88 million, a figure that incorporates both trading and price changes. What else to know The sale leaves Knight-Swift at 1.1% of Triton’s $265.88 million in reportable U.S. equity assets under management Top holdings after the filing: NYSEMKT: SCHG: $46.85 million (17.6% of AUM) NYSEMKT: SPMO: $28.69 million (10.8% of AUM) NASDAQ: QQQ: $25.74 million (9.7% of AUM) NYSEMKT: BUFR: $11.05 million (4.2% of AUM) NASDAQ: AAPL: $10.54 million (4.0% of AUM) As of February 4, shares of Knight-Swift were priced at $60.16, up 8.2% over the past year and underperforming the S&P 500 by 5.75 percentage points. Company overview Metric Value Revenue (TTM) $7.47 billion Net income (TTM) $65.95 million Dividend yield 1.20% Price (as of February 4) $60.16 Company snapshot Knight-Swift Transportation Holdings offers truckload, less-than-truckload (LTL), logistics, and intermodal transportation services, with revenue generated primarily from freight hauling, logistics, and support services across the U.S., Mexico...

在美国总统唐纳德・特朗普强势外交政策的助力下， 埃克森美孚 与 雪佛龙 两大石油巨头正将目光投向石油输出国组织（OPEC）相关国家，寻求扩大石油产能，这些国家中不乏全球地缘政治风险最高的地区。 委内瑞拉拥有全球最大的石油储量，此前美国投资者基本无法进入该国市场。但自特朗普政府控制前领导人尼古拉斯・马杜罗并接管该国原油出口业务后，委内瑞拉成为最受瞩目的市场开放地。 美国政府为石油巨头海外扩张铺路 美国大型石油企业的国际扩张，是特朗普打破美国企业商业运作常规的最新例证，尤其是在他所青睐的制造业、化石燃料和加密货币等行业。尽管壳牌、 道达尔 能源和 英国石油 等欧洲石油巨头也在寻求在中东扩张，但美国政府的支持让埃克森美孚和雪佛龙具备了竞争优势。 曾在奥巴马执政时期及特朗普第一任期内协助美国企业拓展海外业务的前国务院高级官员萨曼莎・卡尔 - 约德表示：“美国大使们正在为企业奔走游说，这种力度即便在前几届共和党政府时期也从未有过。” 数十年来，大型石油生产商一直在石油输出国组织及其盟友组成的 “欧佩克 +” 国家开展业务，但由于这些国家对石油行业实行国家管控、合同条款苛刻且政治局势不稳定，新项目机会十分有限。近年来，美国大型石油企业更倾向于发展国内页岩油业务，这助力美国于 2018 年超越沙特阿拉伯，成为全球最大石油生产国。 如今，资源丰富国家的政府渴望赢得特朗普政府的支持、获取美国隐性安全保障并规避关税，美国石油企业高管察觉到自 21 世纪中期以来前所未有的国际扩张机遇。对全球部分最大油田的投资，将标志着特朗普追求美国 “能源霸权” 的努力进一步拓展，并能确保化石燃料供应充足至 21 世纪 40 年代及以后。 机遇背后暗藏多重风险 20 世纪 70 年代，中东地区掀起国有化浪潮，全球多数大型石油企业的核心资产被没收。此后，因合同条款严苛和政治不稳定，多家企业重返该地区的尝试均以失败告终。过去 50 年间，埃克森美孚在委内瑞拉曾两度遭遇资产国有化；4 年前俄乌冲突爆发后，整个行业被迫撤离俄罗斯市场。 石油市场同样残酷无情。21 世纪中期起，埃克森美孚和雪佛龙在海外大型项目上投入巨资，这些项目不仅超预算，工期也屡屡延误。2014 年和 2020 年，国际油价两次暴跌，让两家企业遭受重创。 不过，随着美国国内页岩油产量增长逐渐见顶，且石油需求的强劲程度超出多数预测机构预期，美国大...

AZZ Inc. delivers metal coatings and electrical infrastructure solutions to industrial and utility clients worldwide. Pier Capital initiated a new position in AZZ (AZZ +0.94%), acquiring 70,967 shares in the fourth quarter for an estimated $7.61 million based on quarterly average pricing, according to a February 3 SEC filing. What happened Pier Capital disclosed in a recent SEC filing that it established a new stake in AZZ during the fourth quarter, acquiring 70,967 shares. As of December 31, the fund’s holding in AZZ was valued at $7.61 million, reflecting both the new purchase and prevailing market prices at quarter-end. What else to know As mentioned, this is a new position for Pier Capital, now representing 1.21% of its $626.39 million in reportable U.S. equity assets. Top holdings after the filing: NYSE:MIR: $16.80 million (2.7% of AUM) NYSE:CWAN: $16.45 million (2.6% of AUM) NYSE:HXL: $11.99 million (1.9% of AUM) NASDAQ:ALHC: $10.80 million (1.7% of AUM) NASDAQ:FULT: $10.50 million (1.7% of AUM) As of February 2, AZZ shares were priced at $127.71, up 49.2% over the past year and well outperforming the S&P 500 by 34.26 percentage points. Company Overview Metric Value Revenue (TTM) $1.62 billion Net Income (TTM) $321.54 million Dividend Yield 0.58% Price (as of 2/2/26) $127.71 Company snapshot AZZ provides galvanizing and metal coating solutions, welding services, specialty electrical equipment, and engineered services primarily through its Metal Coatings and Infrastructure Solutions segments. The company generates revenue by supplying corrosion protection, metal finishing, and custom electrical infrastructure products to industrial, utility, and OEM customers, leveraging both direct sales and distributor channels. It serves steel fabricators, manufacturers, power generation and distribution companies, industrial clients, and original equipment manufacturers in the United States and internationally. AZZ is a leading provider of metal coating and electrical infra...

格隆汇2月6日｜武汉凡谷公告，控股股东孟庆南及一致行动人孟凡博于2025年11月11日至2026年2月6日期间，通过集中竞价、大宗交易合计减持公司股份1153.98万股，占公司总股本1.6889%；其中孟庆南减持651.43万股，占0.9534%，孟凡博减持502.55万股，占0.7355%。此前二人拟合计减持不超2049.86万股（3%），本次减持计划已实施完毕。

Key Points Internet Computer (ICP) jumped straight into the top 10 cryptos at launch, but it has since fallen more than 99%. Its AI platform might turn things around, but so far, Internet Computer's price is stubbornly sinking. There are other ways to invest in both crypto and AI. 10 stocks we like better than Internet Computer › Internet Computer (CRYPTO: ICP) is a cryptocurrency that initially promised to act as a huge decentralized cloud and reshape the internet as we know it. So far, it has not lived up to those expectations. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » After trending lower for several years, it surged briefly late last year, then again in mid-January on the back of a white paper that promised to reduce supply growth by 70% by the end of the year. Improved tokenomics can be part of what makes a cryptocurrency valuable, but only when underpinned by solid fundamentals. Internet Computer has since erased those gains. I won't be adding Internet Computer to my portfolio in 2026. It sounds great on paper, but I can't see how it will ever regain investor trust after such a disastrous showing. Moreover, the crypto metrics indicate it hasn't attracted many developers or users. 1. Internet Computer never recovered from its false start Long-term cryptocurrency investors may remember the super-hyped launch of the Internet Computer token in May 2021. The project had huge potential, with an impressive team and big backers such as Andreessen Horowitz and Polychain Capital. The token shot up to $461.65 and at one point was one of the top 10 largest cryptos by market cap. It then dropped dramatically, falling more than 90% in the first few months. It has never come anywhere close to that initial high and is currently trading at about $2.28 -- down more than 99% from its high. It's a shockin...

Stellantis Shares Crash On 22 Billion Euro Charge Tied To Miscalculating EV Demand Stellantis NV shares crashed the most on record in European trading after the automaker disclosed a 22-billion-euro (about $25 billion) charge tied to its failed EV strategy. Management framed the charge as the cost of misreading the slope of EV adoption, effectively building a product and investment plan around an "energy transition" timeline that outpaced customers' budgets. " The reset we have announced today is part of the decisive process we started in 2025, to once again make our customers and their preferences our guiding star ," Stellantis CEO Antonio Filosa wrote in a statement. Filosa said, " The charges announced today largely reflect the cost of over-estimating the pace of the energy transition that distanced us from many car buyers' real-world needs, means and desires. They also reflect the impact of previous poor operational execution, the effects of which are being progressively addressed by our new Team ." The writedowns include roughly 6.5 billion euros in payments, mainly for supplier compensation, as the struggling maker of Jeep and Fiat cars cancels multiple EV models and significantly reduces its battery footprint amid weaker demand. Stellantis is revising earlier targets for EV sales in Europe and for 50% EVs in the US by 2030, while also seeking to offset rising tariff costs. Part of Filosa's "reset" includes $13 billion in US investment, delaying some EV plans, bringing back V8s to refresh the Ram lineup, and multiple Jeep launches and refreshes this year. He also scrapped investments tied to a planned hydrogen joint venture. Stellantis is also exiting its Canadian battery joint venture with LG Energy Solution (LG is buying Stellantis's stake in the Windsor, Ontario, plant project). The move by Stellantis mirrors moves by industry peers, including Ford Motor, General Motors, and others. On Thursday, Volvo Cars shares fell the most on record after earnings misse...

Clarets host must-win game against West Ham with club facing a third demotion in three Premier League seasons “I still enjoy the day out, I just don’t let the results affect me any more,” says the Burnley season-ticket holder Mark Bentley. Fifteen games without a Premier League win and 11 points adrift of safety, the Clarets are facing relegation the season after promotion for a third time in a row. Sparring with the best should bring glorious enjoyment at Turf Moor but instead they have three victories from 24 games, beating the two other promoted sides and rock-bottom Wolves , with survival chances looking worse than slim. Relegation rivals West Ham visit on Saturday, and another defeat would remove any faint hope that Burnley could turn it around and leave their record over recent seasons reading: down, up, down, up, down. Beating Sunderland in the first home game brought optimism after a summer where money was spent, notably bringing in the 96-cap Kyle Walker after eight years of success at Manchester City, but that feelgood factor has dwindled. Continue reading...