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AI交易“被忽视的风险”:万一,天量资本开支“花不出去”

华尔街见闻 📅 02/08 10:08 META.OAMZN.O
AI的故事,正在从“软件吞噬世界”,演变为“硬件被世界卡住”。 在极度撕裂的美国政治环境中,能让极左翼参议员伯尼·桑德斯(Bernie Sanders)和极右翼州长罗恩·德桑蒂斯(Ron DeSantis)站在同一阵线的议题几乎不存在——除了“遏制数据中心”。 这不仅是华盛顿的政治奇观,更是华尔街面临的冷酷“物理修正”。当硅谷巨头们挥舞着比“阿波罗登月计划”还要昂贵的支票簿,试图通过堆砌算力延续A...

Is It Time To Reassess Semiconductor Manufacturing International (SEHK:981) After Recent Share Price Weakness

Yahoo 📅 02/08 10:07 981.HK
Our Discounted Cash Flow (DCF) analysis suggests Semiconductor Manufacturing International may be overvalued by 68.1%. Discover 238 high quality undervalued stocks or create your own screener to find better value opportunities. When these projected cash flows are discounted back using the DCF model, the estimated intrinsic value comes out at $40.22 per share. Compared with the recent share price o...

海南省委书记冯飞会见先声再明客人

同花顺 📅 02/08 10:06
海南省委书记冯飞会见先声再明客人 2026-02-08 10:06:13 来源: 同花顺7x24快讯 分享 文章提及标的 先声药业 -- 自由贸易港 -- 2月6日,海南省委书记冯飞在海口会见先声药业(HK2096)集团董事长、先声再明医药股份有限公司创始人任晋生一行,双方围绕发挥海南自由贸易港(885764)开放政策优势,依托“乐城研用+海南生产”模式,推动生物医药产业提档升级,加快医药产业国际...

山西山阴生物科技公司爆炸已致8人遇难

同花顺 📅 02/08 10:05
山西山阴生物科技公司爆炸已致8人遇难 2026-02-08 10:05:13 来源: 同花顺7x24快讯 分享 据山西省朔州市山阴县佳鹏生物科技有限公司“2.07”事故现场指挥部消息,2月7日凌晨在山阴县佳鹏生物科技有限公司发生的爆炸已造成8人遇难。目前,涉事企业法人代表已被控制,朔州市已经成立事故调查组。(央视新闻)

山西山阴生物科技公司爆炸已致8人遇难 企业法人代表被控制

格隆汇 📅 02/08 10:04
格隆汇2月8日丨据山西省朔州市山阴县佳鹏生物科技有限公司“2·07”事故现场指挥部消息,2月7日凌晨在山阴县佳鹏生物科技有限公司发生的爆炸已造成8人遇难。目前,涉事企业法人代表已被控制,朔州市已经成立事故调查组。

多家快递企业春节安排来了!

格隆汇 📅 02/08 10:03
春节期间“不打烊” 收取“资源调节费” 近日,中国邮政、顺丰速运、京东物流、德邦快递等多家快递企业在官网陆续发布公告,今年春节期间将全力保障快件收发需求,积极调配运力、人力资源,服务“不打烊”。 不过有些将收取“资源调节费”,时效性也会稍微变慢。调配临时运输资源产生的合理成本,且所有收费标准均通过官网提前公示,做到明码标价。

未经授权的AI拜年视频走红网络 专家提醒存在法律风险

格隆汇 📅 02/08 10:02
格隆汇2月8日|春节临近,合成短视频在各大社交平台出现,AI技术也正在以一种前所未有的娱乐化姿态介入我们的传统节日。专家表示,现在正规的大型AI服务平台和一些专业的视频合成工具,已经开始尝试加入一些防止滥用的机制。比如强制添加AI生成标识或者水印,让观众一眼就能分辨出这是合成内容。还有在用户协议中明确禁止未授权使用他人的形象和声音。部分平台还在后台建立了内容检测和过滤机制,利用AI自身来识别疑似深...

宏福苑五級火|麥美娟:合安管理有需要時將出席獨立委員會聽證會並提供資料

无线新闻 📅 02/08 10:01
調查宏福苑火災的獨立委員會,下月19日舉行聽證會。民政及青年事務局局長麥美娟說,現時宏福苑業主立案法團管理人合安管理有限公司,有需要時將出席並提供資料。 民政及青年事務局局長麥美娟指出:「因為這是一個聽證會,即是說所有業主或相關人士、可能一些知情人士,都有各自的資料可以提供給獨立委員會。若獨立委員會向法團提出邀請,請法團提供一些資料時,合安一定會配合獨立委員會工作,也會聘請法律顧問,協助法團處理這...

政府擬修例協助業主提高大廈管理質素 麥美娟指暫不考慮取消授權票

无线新闻 📅 02/08 10:00
因應宏福苑大火,政府計劃修例,協助業主提高大廈管理質素,包括就代業主出席業主大會及投票的授權書設上限,明日立法會將討論有關事宜。民政及青年事務局局長麥美娟指,修例有助深化大廈管理改革,暫時不考慮取消授權書安排。 民政及青年事務局局長麥美娟表示:「我現在困難在於第一在法例上可行使的權力不多,而我們自己在架構上、人事編制架構不容許,人手有緊絀;另一方面,在法例上有需要修改的地方,包括主管當局的權力,或...

23 cases of smuggled orchids recorded as holiday demand swells in Hong Kong

SCMP 📅 02/08 10:00
Hong Kong wildlife protection authorities have recorded 23 cases of smuggled orchids in the first month of the year, with the number expected to rise in the coming weeks as Lunar New Year approaches. The Agriculture, Fisheries and Conservation Department also pledged to step up patrols and enforcement at borders during the holiday season, when such crimes tend to peak. Endangered Species Protectio...

How a deadly tumour cell protein could help fight Alzheimer’s disease

SCMP 📅 02/08 10:00
A protein secreted by deadly tumour cells could be a powerful weapon against Alzheimer’s disease, Chinese researchers have found. While Alzheimer’s disease and cancer are common in ageing populations and are among the leading causes of death worldwide, it is unusual for them to occur in the same person. A Chinese research team said late last month they had identified a protein from cancer cells th...

Why has food become another joyless way to self-optimise? | Emma Beddington

The Guardian 📅 02/08 10:00
The age of ‘liquid salad’, fibremaxxing and recolonising your microbiome is here – but our meals should be about pleasure, too The crisis point came with the sea moss. Or perhaps the hemp protein powder? Certainly, when I started adding goose-poo-coloured dust to my breakfast, the unease I have been feeling around food culture deepened. Turning an already drab meal (plain vegan yoghurt, enough see...

As China intensifies offshore tax hunt, exporters struggle with compliance

SCMP 📅 02/08 10:00
For those in China’s cross-border trade business, a sweeping tax crackdown is beginning to be felt. Heightened scrutiny of unreported overseas income is reshaping cost structures, squeezing margins and forcing exporters to rethink how they operate across borders. “It has taken a real bite out of profits,” said Henry Huang, a Zhejiang-based exporter who now faces higher taxes yet little room to pas...

Fifth Circuit Upholds Policy That Illegal Immigrants Can Be Detained Without Bond

Zero Hedge 📅 02/08 10:00
Fifth Circuit Upholds Policy That Illegal Immigrants Can Be Detained Without Bond Authored by Kimberly Hayek via The Epoch Times (emphasis ours), A federal appeals court has sided with the Trump administration in upholding a policy that mandates detention without bond hearings for illegal immigrants in the United States who entered without inspection. President President Donald Trump (2L), Florida...

Claiming Spousal Social Security Benefits? 5 Rules Every Retired Couple Needs to Know First.

The Motley Fool 📅 02/08 10:00
Millions of couples can use spousal benefits to boost their budgets in retirement. Social Security spousal benefits can be a great boon for retirement planning among couples for whom one partner spent more time out of the workforce or doesn't have a traditional earnings record for another reason. More than 2 million people collected spousal retirement benefits in January. If you qualify, you can c...

东吴证券:在宏观不确定性与风险溢价上升的背景下,资金对黄金的定价方式逐步转向“情绪与预期驱动”

格隆汇 📅 02/08 09:58
格隆汇2月8日丨东吴证券首席经济学家芦哲指出,从中长期价格结构看,黄金自2020年以来整体处于持续抬升通道,但近期价格运行节奏出现变化。伦敦金从2000美元/盎司上行至3000美元/盎司、3000美元/盎司至4000美元/盎司,以及4000美元/盎司至5000美元/盎司所经历的时间缩短,价格上升斜率呈现加速特征。他认为,这一现象反映出,在宏观不确定性上升与风险溢价抬升的背景下,资金对黄金的定价方式...

SLV vs. GDX: Investing in The Top Precious Metals

Nasdaq 📅 02/08 09:58 NVDA.O
Key Points SLV and GDX both focus on precious metals but take fundamentally different approaches: SLV tracks physical silver, while GDX holds gold mining stocks. Both ETFs have very similar one-year yields and expense ratios, but GDX pays a dividend, while SLV doesn't. 10 stocks we like better than VanEck ETF Trust - VanEck Gold Miners ETF › The iShares Silver Trust (NYSEMKT:SLV) and VanEck Gold M...

Ford and Rivian Announce Big Developments -- but Are They Buys Now?​

Nasdaq 📅 02/08 09:50 NVDA.O
Key Points Ford is taking a $19.5 billion one-time write-off as it pulls back in the EV space. Rivian is still investing billions as it prepares to launch the R2, a lower-priced EV truck. 10 stocks we like better than Rivian Automotive › Ford Motor Company (NYSE: F) and Rivian (NASDAQ: RIVN) appear to be moving in opposite directions right now. Ford is leaning away from all-electric vehicles (EVs)...

ED260220P00095000 互動股市圖表 | ED Feb 2026 95.000 put 股市 - Yahoo 財經

Yahoo 📅 02/08 09:49
ED260220P00095000 互動股市圖表 | ED Feb 2026 95.000 put 股市 Yahoo 財經

伊朗武装部队总参谋长:伊空军处于“最高战备状态”

格隆汇 📅 02/08 09:47
格隆汇2月8日|据伊朗塔斯尼姆通讯社,伊朗武装部队总参谋长穆萨维表示,伊朗空军目前处于“最高战备状态”,并与其他军种充分协调,随时准备“坚定有力地应对任何形式的威胁或侵略”。

二季度“闽超”要来开打

格隆汇 📅 02/08 09:46
格隆汇2月8日|福建全省体育工作会议在福州召开。会议提出,第二季度,省城市足球联赛“闽超”将正式打响,各地市要认真做好队伍组建、赛事组织等各项筹备工作,共同把“闽超”打造成具有福建特色的足球盛宴。

NQSG8000LMCAD 互動股市圖表 | NASDAQ Singapore Financials Lg 股市 - Yahoo 財經

Yahoo 📅 02/08 09:45
NQSG8000LMCAD 互動股市圖表 | NASDAQ Singapore Financials Lg 股市 Yahoo 財經

黃竹坑餐廳5人食生蠔後疑食物中毒 啟德分店日前6人中招 食環署派員調查

i-cable 📅 02/08 09:44
黃竹坑餐廳5人食生蠔後疑食物中毒 啟德分店日前6人中招 食環署派員調查 【有線新聞】再有五人進食生蠔後出現食物中毒症狀,食環署及食安中心人員到涉事餐廳及生蠔供應商調查,並指示供應商暫停出售及供應生蠔。 兩男三女1月30日晚在黃竹坑香葉道一個商場的餐廳進食生蠔,半日後陸續出現腹瀉、腹痛、嘔吐和發燒等病徵,其中三人已求醫,毋須入院,全部人情況穩定。 同名餐廳在啟德的分店日前都有六名男女進食生蠔後出現食...

Savannah Guthrie: We Will Pay, Trump Backs Nexstar’s Tegna Bid

Bloomberg 📅 02/08 09:44
Source: Bloomberg, 6:38

Thailand votes in three-way race as risk of instability looms

Investing 📅 02/08 09:43

SLV vs. GDX: Investing in The Top Precious Metals

The Motley Fool 📅 02/08 09:38
Precious metals can be a hedge against the U.S. dollar, and these two ETFs offer exposure to two of the top precious metals on the market. The iShares Silver Trust (NYSEMKT:SLV) and VanEck Gold Miners ETF (NYSEMKT:GDX) both appeal to investors interested in precious metals, but their strategies set them apart. SLV offers a pure-play on silver prices, while GDX provides equity exposure to gold mine...

Astera Labs (ALAB) stock closes near $170 after 19% jump as earnings week looms - TechStock²

Google 📅 02/08 09:34 NVDA.OAMZN.OAVGO.O
New York, Feb 7, 2026, 20:34 (EST) — Market’s done for the day. Astera Labs, Inc. ripped higher on Friday, jumping 18.9% to finish at $169.85. Shares started the day at $142.82 and moved between $151.42 and $170.01, with volume reaching roughly 7.3 million. 1 U.S. markets are closed for the weekend, putting the spotlight squarely on the Nasdaq-listed chip-connectivity company ahead of Monday’s ope...

云意电气:目前正积极推进液冷充电枪产品的开发工作

同花顺 📅 02/08 09:31
文章提及标的 云意电气 -- 云意电气(300304)2月8日在互动平台表示,公司拥有充电枪相关业务,目前正积极推进液冷充电枪产品的开发工作,该产品尚未产生相关业务收入。(人民财讯)

Gabbard rejects claims she withheld whistleblower complaint from Congress

Investing 📅 02/08 09:30

Japan’s election: What you need to know

Investing 📅 02/08 09:30
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