2月6日上午，世界最长海底高铁（885562）隧道迎来新进展，历经22天作业，国产首台盾构饱和带压进仓设备“深海空间站”，在中铁十四局承建的甬舟铁路金塘海底隧道宁波侧完成“首秀”，成功实施75米深高压环境盾构进仓作业，累计换刀46把，标志着我国自主研发盾构饱和带压进仓技术成功应用，突破了60米的安全作业深度限制，并持续下探至75米。(人民财讯)

全國政協副主席梁振英表示，在國際百年未有的大變局下，國家需要更多朋友，香港應繼續更加積極主動，促進國際人文交流。 全國政協副主席梁振英說：「其實是很適合在民間層面，多做些國際的交往，尤其例如在文化、藝術、體育、教育方面，(香港)較內地城市是很適合做，所以再加上『一帶一路』這個重要的倡議。第一是互聯互通，互聯互通大家別以為只是做生意，這五個互聯互通包括資金、貿易、基建、政策，而排序排在最後的，但我認為是基礎的，就是民心相通。另一部分的精神是共商、我們經常開大會，共建、我們在外面做很多工程。」

库克深入谈及退休规划，腾讯、阿里、百度掀起春节前AI大模型的红包大战，松下宣布裁员规模可能增至1.2万人。 苹果CEO库克谈退休 2月5日，苹果CEO库克主持召开一场全员大会，描绘了人工智能（AI）将如何重塑苹果的未来，同时深入谈及了退休和继任规划。他谈到：“大家都清楚，人到了一定年纪，有些人会选择退休，这是很自然的事。”库克表示自己花很多时间思考5年后、10年后，甚至15年后谁会坐在这个房间里。思考这些事情并制订计划，是领导力的重要组成部分。 【点评】：已经年满65岁的库克退休传闻去年下半年开始升温。目前，新任首席运营官萨比·汗已全面接手运营工作，并正致力于解决行业内普遍面临的内存芯片短缺问题。随着苹果继任者规划逐渐浮出水面，苹果面临的问题是，公司需要的是一位创新者，还是另一位精明的管理者？是一位像库克那样通过让公司变得更具可预测性和渐进性而成功的领导者，还是一位像乔布斯那样通过冒险来押注未来的富有远见的产品规划师？ 腾讯、阿里、百度春节撒45亿红包 2026年马年春节前夕，红包大战再度升级，腾讯、阿里、百度三大巨头累计投入超45亿元，且首次将AI作为核心驱动，开启“红包+AI”的全新玩法。阿里千问斥资最高，达30亿元，并通过一场请客奶茶活动撬动用户，活动上线初期曾因瞬时流量激增导致系统短暂不稳定。 【点评】：巨头希望借春节流量培养用户的AI使用习惯，不过，狂欢背后仍有隐忧。历史数据显示，依靠现金补贴带来的用户增长往往留存率偏低。对于巨头而言，红包只是“开胃菜”，如何将短期的流量红利转化为长期的用户黏性，让用户在红包之外真正依赖AI解决实际问题，才是这场战役的终极胜负手。毕竟，AI的竞争终究要回归技术实力与产品体验的本身，而非单纯的资本比拼。 超20家游戏公司把金条搬上年会舞台 又到了一年一度游戏公司办年会“秀肌肉”的时刻。与往年苹果全家桶、高端数码产品为主的画风不同，今年各家年会的奖品清单里，“黄金”成了绝对主角。从100克金条的特等奖，到全员5克手链的“阳光普照”，游戏公司纷纷将真金白银摆上台面，甚至不乏直接赠送千万房产、特斯拉豪车的惊人手笔。 【点评】：热闹的年会背后，大部分游戏企业在2025年确实获得了不错的增长，回暖成为关键词。从产业报告来看，2025年国内游戏市场收入与用户规模都再度刷新历史。但从另一面来看，在竞争日趋白热化的背景下，高调福利不仅是企业...

簡樸房條例下月生效，房屋局局長何永賢稱，相信不會出現大規模短期迫遷情況，會預留部分市區過渡性房屋作應急用。她又稱，大埔宏福苑災民的長遠安置，會盡量開放多些選擇，但都要考慮對其他人是否公道。 《簡樸房條例》下，劏房要先登記並符合指定要求，才可轉為簡樸房繼續營運。房屋局局長何永賢在本台節目《講清講楚》稱，除日前長沙灣義華大廈有百多戶劏房戶，因業主收回單位，改裝成簡樸房要搬走，未接獲其他類似求助，整體查詢有200個。 房屋局局長何永賢指出：「你先來登記，明知是很不及格也不要緊，我們第一年是不會執法。一登記我會給予三年寬限期，三年加上一年登記，總共四年，絕對是有足夠時間讓大家處理各樣問題。」 而這類劏房戶可以以「丙類租戶」身份，申請入住過渡性房屋，何永賢稱暫時收到一宗申請，而現時有約4,000個單位，但當局之前估計，要改裝符合要求的劏房有約三萬個，會否供不應求？她稱供應不算少。 何永賢說：「是否全部一次過三萬個(單位)都需要過渡性房屋？不是的，有些好像以義華(大廈)為例，有些本身已經有簡約公屋提供，還有一些選擇回私人市場，陸續又會打散，所以時間上會打散。我有四年(過渡期)，我猜會在不同的時段出現(搬遷)。」 她指以往市區的過渡性房屋，目標是百分百住滿，現時建議預留一小部分供這類租戶應急入住。 另外，大埔宏福苑大火發生逾兩個月，收集完災民意見，農曆新年前會否有長遠安置的定案？ 何永賢稱：「正在做詳細分析，有些朋友寫了很多東西，他未必簡單去剔(選項)，他還有很多解說，那些都要一點時間，我們會盡力盡快。不要忘記，這些居屋都有其他人正在輪候，都有很多人是想購買，這個平衡我們怎樣去設計，希望出來後大家都覺得是公道。」 部分災民關注支持度多少，當局才考慮原址重建，何永賢這樣回應。 何永賢表示：「盡量開放更多選擇，總不能夠提供有衝突的選擇，(譬如)既要一些賠償，又要有自己的物業，這些就不能夠過多。租金津貼現時暫時(提供)兩年，如果以頌雅路(西)一個原區安置，就去到2029年(建成)，那是否都可以考慮，即是付多一年多(租金津貼)？但是如果去到2035年，原址(重建)在2035年完成，那是不是這八年都要提供租金津貼？」 至於何時開放宏福苑予災民回去，她稱安排不簡單，因為現時連拆棚都要找最專的專家處理，防止它大片跌落馬路，但都會研究。

Deep tech startups in sectors such as space, semiconductors, and biotech take far longer to mature than conventional ventures. Because of that India is adjusting its startup rules, and mobilizing public capital, hoping to help more of them make it to commercial products. This week, the Indian government updated its startup framework, doubling the period for which deep tech companies are treated as startups to 20 years and raising the revenue threshold for startup-specific tax, grant, and regulatory benefits to ₹3 billion (about $33.12 million), from ₹1 billion (around $11.04 million) previously. The change aims to align policy timelines with the long development cycles typical of science- and engineering-led businesses. The change also forms part of New Delhi’s effort to build a long-horizon deep tech ecosystem by combining regulatory reform with public capital, including the ₹1 trillion (around $11 billion) Research, Development and Innovation Fund (RDI), announced last year. That fund is intended to expand patient financing for science-led and R&D-driven companies. Against that backdrop, U.S. and Indian venture firms later came together to launch the India Deep Tech Alliance, $1 billion-plus private investor coalition that includes Accel, Blume Ventures, Celesta Capital, Premji Invest, Ideaspring Capital, Qualcomm Ventures, and Kalaari Capital, with chipmaker Nvidia acting as an adviser. For founders, these changes may fix what some see as an artificial pressure point. Under the previous framework, companies often risked losing startup status while still pre-commercial, creating a “false failure signal” that judged science-led ventures on policy timelines rather than technological progress, said Vishesh Rajaram, founding partner at Speciale Invest, an Indian deep tech venture capital firm. “By formally recognizing deep tech as different, the policy reduces friction in fundraising, follow-on capital, and engagement with the state, which absolutely shows up in a fou...

hapabapa/iStock Editorial via Getty Images As we navigate through a very choppy market in 2026, I continue to emphasize that one of the key themes we should be preparing for is a rotation in market leadership, away from the industries that led gains last year (like the technology sector) and into the laggards that offer deeper value. The apparel sector, in my view, is particularly overdue for a rebound, especially as sales trends are coming in much better than feared for many brands. But here, stock selection is key, and I continue to be very suspicious about companies with sharp negative declines like Under Armour ( UAA ). The sportswear company just reported fiscal Q3 (December) results that produced a massive 20%+ spike in the stock, basically wiping out Under Armour's losses over the past year. The question for investors now is, can the enthusiasm be sustained? Data by YCharts I last wrote a sell article on Under Armour in January, when the stock was trading near $5 per share. While I agree that my sell call was ill-timed, and I certainly wasn't expecting a guidance boost in the company's Q3 results to spark such a meaningful rebound in the stock, I still continue to see a minefield of red flags in the company's recent performance. Valuation is also unattractive: despite poor performance, there are plenty of faster-growing retail names that are trading at better P/E multiples. I reiterate my sell rating here. As a reminder for investors who are newer to this stock, here is what I view as the company's biggest weak spots: Very poor sales performance in the U.S. Under Armour is suffering double-digit revenue declines in North America, which is a statement to the fading popularity of its brand. The company is perhaps best known for its very comfortable, mesh-material, and sweat-wicking apparel, but today, so many brands from NIKE ( NKE ) to lululemon ( LULU ) produce clothes of similar material. Fading footwear line. Today, shoes make up roughly 20% of Under Armour...

格隆汇2月8日｜高盛交易员Louis Miller认为：本周，做多内存受益股对做空内存冲击股(图中蓝线)的配对交易被市场波动影响，目前与内存价格(图中黑线)的差距扩大超7%。尽管软件及其他市场板块的市场规模受到关注，但内存市场的基本面并未发生任何变化，而且，除非资本支出大幅放缓，否则人工智能的日益普及应该会进一步推高需求。虽然该策略目前呈现动能倾向，但其基本面依然强劲。值得注意的是，内存相关股的预期收益已增长超过两倍，而内存输入成本相关股的收益则落后于大盘。

在生成式AI软件领域确立统治地位后，OpenAI正试图将其影响力延伸至硬件终端。然而，这家AI巨头的首款消费级设备正面临的“规格降级”的调整。 受制于全球存储芯片危机带来的BOM（物料清单）成本飙升，这款承载着OpenAI“端侧智能”野心的设备，极可能在首发时降级为一款依赖云端的“基础耳机”。 从“独立终端”退为“基础耳机” 据知名科技爆料源Smart Pikachu透露，OpenAI内部代号为“Sweetpea”的首款硬件，已确立消费端命名为“Dime”。 该产品原本的技术蓝图极具颠覆性：计划搭载三星2nm制程的Exynos芯片，赋予耳机媲美智能手机的独立计算能力，以实现复杂的端侧AI处理。然而，这一构想正在撞上供应链的“成本墙”。由于存储组件价格持续高企，导致高规格芯片方案的BOM成本失控。 出于商业理性，OpenAI被迫调整策略。Smart Pikachu透露，Dime的第一代产品或将剥离“类手机”的高算力属性，退回至“简单耳机”的产品形态。 这意味着，用户期待的“随身AI计算中心”将被推迟，首发产品很有可能仅仅扮演云端大模型传声筒的角色。 越南制造与5000万台目标 尽管产品定义面临妥协，OpenAI的商业推进却异常激进。公司高管Lehane在达沃斯论坛上明确将硬件列为最高优先级项目。 中国台湾《经济日报》此前报道称，OpenAI很可能于 2026年9月 正式发售该产品，很可能由富士康在越南生产，并计划在第一年实现 4000 万至 5000 万台的销量。 第二款消费级设备 除耳机外，OpenAI还在研发代号为“Gumdrop”的第二款消费级设备。该设备形态类似笔或苹果iPod Shuffle，采用无屏幕设计，主打环境感知与交互。其核心功能包括： 通过摄像头和麦克风实现情境感知； 运行本地定制AI模型，并辅以云端算力支持； 支持将手写笔记即时转化为文本并上传至ChatGPT； 具备类似智能手机的设备间通信能力。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

中科电气在互动平台表示，目前，下游客户对公司负极材料的需求量较大，产能利用率处于较高水平。

三年内部署AI成本最低的地方在太空 2月8日，马斯克在社交媒体上发文，称一旦太阳能发电、机器人制造、芯片制造、AI的整个闭环被打通，传统货币反而会成为障碍。真正重要的只剩下（发电）功率和产量——而不是美元。 稍早前，埃隆·马斯克与Dwarkesh Patel及Stripe联合创始人John Collison进行了一场长达3个小时的深度对话。 关于太空AI 马斯克预测，在36个月甚至30个月内，在太空部署AI将成为成本最低的选择，而且这个优势会越来越大。 他指出，除中国外，全球电力输出基本持平，而芯片产量呈指数级增长。预计随着芯片产能释放，到今年年底，我们将面临芯片堆积如山却无法开机的局面。 他解释了背后的经济账：太空中没有昼夜交替、云层和大气干扰，太阳能板的效率是地面的5倍，且无需昂贵的电池储能系统。综合算下来，太空部署的成本优势将是数量级的。 当被问及如何在太空维修频繁故障的GPU时，马斯克回应：“实际上，这取决于到达的GPU有多新。目前我们发现GPU相当可靠。” 马斯克称：“五年后，我预计我们每年向太空发射并运营的AI算力，将超过地球上所有AI算力的总和。” 这一计划需要每年向轨道发射约100吉瓦(GW)的太阳能与算力载荷，相当于1万次星舰发射任务。这也意味着SpaceX将不仅是火箭公司，更将成为AI时代的"超级服务商"。 关于人形机器人Optimus 马斯克将人形机器人Optimus称为无限印钞机。 他解释到，数字智能、AI芯片能力和机电灵巧度这三样东西都在呈指数级增长，而它们的乘积就是机器人的能力。机器人可以实现低成本自我制造，可以用它们制造更多的Optimus，这将带来很多个数量级的经济规模扩张。 马斯克强调，Optimus不仅是特斯拉未来的增长极，更是美国维持制造业竞争力的唯一希望。 他高度评价了中国的制造能力，称中国在基础矿产精炼等方面占据绝对主导地位，“大概是世界其他地区总和的两倍”。 在谈到中美竞争时，马斯克表示：“如果在没有(美国)突破性创新的情况下，中国将彻底主导(utterly dominate)。我们绝对无法在人力数量上取胜，因为中国的人口是我们的四倍，但我们或许能在机器人战线上有一搏之力。”

国产方盒子的时代，已经彻底到来。 复盘当前的中国SUV市场，说到令人惊喜的突破，方盒子车型的绝对榜上有名。 因为要知道的是，方盒子一度是外资豪华品牌的专属，是越野圈里遥不可及的小众图腾，普通人想拥有一台硬派方盒子，只能在路虎、JEEP、奔驰大G的高价门槛外望而却步。 但短短几年时间，风向彻底反转。随着自主品牌不断探索越野市场，眼下方盒子SUV市场，已经成为自主品牌的优势地带，而以长城、比亚迪、奇瑞为代表的企业，更是杀出重围，形成三足鼎立的格局，用实打实的销量，改写了中国硬派SUV的现在和未来。 数据不会说谎。据《汽车公社》统计，2025年中国方盒子SUV全年总销量突破100万辆，成为全年增速最快的细分赛道之一。更关键的是，自主品牌在这一市场的占比高达90%以上，彻底终结了外资品牌长期垄断的局面。其中，长城、比亚迪、奇瑞三家的表现亮眼，全年合计销量占据国产方盒子市场的75%，形成了“三分天下”的格局。 在这其中，长城是深耕多年的“老炮儿”，凭全矩阵产品守住基本盘；比亚迪是后来居上的“黑马”，靠新能源技术弯道超车；奇瑞则是以“性价比之王”的标签破局，用高适配度产品圈粉。这三家企业，凭借各自的优势各据一方，共同撑起了国产方盒子市场的大半壁江山。 而这场格局的切换，从来不是偶然。市场背景在于，随着户外露营、短途越野成为潮流，消费者对SUV的需求早已跳出“家用代步”的局限，方盒子车型的硬朗造型、灵活空间、多元性能，恰好踩中了当下的消费痛点，而自主品牌精准捕捉需求、快速迭代产品，最终实现了从追随者到主导者的身份转变。 三足鼎立，百花齐放 开篇所言2025年的国产方盒子市场，“三足鼎立”不是一句空话，而是长城、比亚迪、奇瑞三家企业，用差异化产品、精准定位，在销量和口碑上共同撑起的格局。 它们的产品布局、销量表现，不仅决定了自身的市场地位，更让方盒子从“小众越野”走进了大众视野，而除了这三家头部玩家，其他自主品牌的发力，更让这条赛道变得热闹非凡。 首先，作为方盒子市场的开拓者，长城汽车2025年依旧稳坐头把交椅，全年累计销量达45.2万辆（零售），占据国产方盒子市场份额的三成以上，这份成绩，离不开其全面的产品矩阵和深厚的越野积淀。 长城的聪明之处，在于不局限于单一细分市场，而是覆盖了10万-35万元全价格区间，燃油、插混、纯电三种动力形式一应俱全，无论你是预算有限的家用用户，还是追...

格隆汇2月8日丨受冷空气持续影响，预计2月8日上午到9日上午，南海北部、中部将出现4米到6米的巨浪到狂浪区，东海、钓鱼岛附近海域、台湾海峡将出现3.5米到5米的大浪到巨浪区，国家海洋预报台发布海浪黄色预警；上海、浙江、福建、广东、海南东部近岸海域将出现2.5米到3.4米的大浪，近岸海域海浪预警级别为蓝色。

日職百年構想聯賽 東京綠茵3比1水戶蜀葵 【有線新聞】日職百年構想聯賽，東京綠茵主場3比1擊敗「升班馬」水戶蜀葵。 綠衫綠茵的松橋優安壓落底線傳入中間，博得水戶的山本隼大「擺烏龍」，開賽8分鐘領先。日職今年改制，接軌世界主流聯賽，八月才開季，為了填補半年的真空期，特設賽事作為過渡。20隊分東、西兩區，每組首名爭總冠軍。 齋藤功佑推回大位起腳，在人叢中找到一條私家路，21分鐘為綠茵拉開2比0。換邊後前場緊逼，令到水戶門將西川幸之介失誤，球輾轉落在松橋優安腳下，主隊49分鐘擴大比數。落後的水戶未有放棄，1994年創會、上季奪得日乙冠軍首度升上日職，加藤千尋射地波入網，59分鐘找到「升班」第一球，都無阻綠茵贏3比1。

在人工智能驱动下，芯片相关需求持续攀升，全球半导体设备产业市场规模迎来稳步增长期。2025年1-9月，全球半导体设备销售规模已超987亿美元，预计全年将达1255亿美元，2026年有望进一步增长至1381亿美元。与此同时，国内存储企业开启大幅扩产模式，催生巨量设备订单，为国产半导体设备的发展按下加速键，推动国产设备在全球市场中占据愈发重要的地位。 国产设备从跟跑迈向并跑 国内半导体设备市场已实现从“跟跑”到“领跑”的跨越式发展，成为全球半导体设备市场的核心增长极。根据SEMI统计数据，2020年中国境内半导体设备市场以187亿美元的销售额首次登顶全球第一大市场；2024年市场规模进一步攀升至496亿美元，同比增长35%，全球市场份额占比超40%；2025年1-9月，市场规模约362亿美元，依旧稳坐全球头把交椅。华泰证券研究所预测，尽管受海外设备出口管制影响，国内Fab厂商前期提前备货导致2025年需求有所消退，但中国境内半导体设备市场规模仍将保持全球首位，预计全年可达494亿美元。 国产设备企业的全球竞争力也同步提升，据外媒报道，2025年全球芯片设备厂商前20强中有3家中国企业，较2022年美国出口限制前新增2家。这一变化不仅彰显了国产设备的跨越式进步，更印证了美国出口管制并未达到遏制中国半导体产业发展的目的，反而倒逼国内半导体供应链自主化进程加速，激发了本土产业的韧性与活力。在具体排名中， 北方华创 表现亮眼，从2022年第八跃升至第五，作为国内唯一能覆盖前道80%工艺环节的平台型设备商； 中微公司 新入榜位居第13位，核心刻蚀设备可应用于5纳米芯片生产，已进入台积电等顶尖厂商的产线验证阶段； 上海微电子 位列第20位，主营光刻设备，是国内少数具备光刻设备研发生产能力的企业。此外， 盛美上海、华海清科 两家中国企业跻身全球前30强，国产半导体设备企业呈现出群体崛起的良好态势。 业绩分化：有人欢喜有人忧 从2025年度已公布的业绩预增信息来看，国产半导体设备行业呈现出明显的分化趋势，头部企业表现强劲，部分中小企业则面临较大的经营压力。据统计，13家有明确净利润数据的国产半导体设备企业中，10家实现盈利，3家陷入亏损，不同细分领域的业绩表现更是冷暖不一。 前道设备领域企业营收普遍实现增长，但除龙头企业中微公司外，其余企业盈利均出现不同程度下滑，甚至部分企业由盈转亏。...

走上漆黑的舞台，坐定，舞台灯骤亮，在灯光的聚焦下，我竟然没有害怕，没有紧张，只有沉浸和享受。三首曲子演完，除了舞台经验不足之外，感觉很完美 大提琴初舞台“踏雪巡音，青春未央”合影。 自从毫无乐理知识且从没受过童子训练的我，冲动地入坑了大提琴（参见 《入坑大提琴，做比想远远重要得多｜故事》 ），冰火两重天的评说不绝于耳。知我者谓我无畏，不知我者谓我何求。且一听说我在学了两个月之后就要登台演出，不少人更是用善意的嘲笑表达了他们的质疑。但我只选爱听的。 不过，我马上就被现实教育了。演出要准备四首曲目，有上阶段课程学过的《新年好》《欢乐颂》，也有即将要新学的《雪绒花》《同一首歌》，难度突然就拔高了。当看到要演奏的《雪绒花》全谱，我立马知道，无论是冲动还是热爱都代替不了尊重。

每经编辑|毕陆名 据央视新闻，当地时间7日，现年86岁的法国前文化部长雅克·朗因牵涉爱泼斯坦案， 向外交部长巴罗提出辞去阿拉伯世界研究所所长一职。 阿拉伯世界研究所主要由法国外交部提供资金，雅克·朗2013年起担任其所长。 另据新华社8日消息，美国民主党籍 前总统 克林顿及其妻子、前国务卿希拉里连日发声，要求以公开形式就爱泼斯坦案在国会接受调查问询，而非闭门听证，以防止共和党将这一问题政治化。 图片来源：央视新闻 克林顿7日在社交媒体写道， 不会坐等共和党人在闭门的“袋鼠法庭”上把自己当道具一样摆布，“如果他们（共和党人）想要答案，就停止这场游戏并以正确方式处理：让美国民众在公开听证会上亲眼见证真相”。 希拉里6日发文说，他们夫妇已经把知道的情况告诉众议院监督与政府改革委员会，同时喊话该委员会 主席 、共和党人詹姆斯·科默：“如果想较量，就公开进行”，“你喜欢拿‘透明度’说事，没什么比开着摄像头的公开听证更透明的了”。 克林顿夫妇此前数月拒绝回应科默的传唤赴国会作证，称后者所发传票无效、缺乏法律效力。本月2日，克林顿夫妇在共和党人把持的众议院即将就两人涉嫌藐视国会进行表决的压力下，同意亲自前往国会，接受监督与政府改革委员会就爱泼斯坦案所做的闭门调查问询。5日，科默宣布希拉里和克林顿将分别于26日和27日在国会作证。 克林顿夫妇的律师说，公开听证会“最符合我们对公平的关切”，但问询形式的最终决定权在科默手中。科默4日接受媒体采访时说，闭门问询内容将以音频、视频和文字记录形式公开。 爱泼斯坦与大批美国政商名流交往密切，因涉嫌性犯罪被捕后，2019年8月死于狱中，被判定为“自杀”。2025年12月19日，美国司法部开始在其网站公布爱泼斯坦案文件。文件中大量提及 前总统 克林顿。克林顿夫妇则称对爱泼斯坦的犯罪行为毫不知情。 克林顿此前承认，本世纪初曾因克林顿基金会相关人道主义工作搭乘爱泼斯坦的飞机，但从未到访过爱泼斯坦的私人岛屿。希拉里则称与爱泼斯坦没有实质性互动，从未乘坐他的飞机或到访其岛屿。 《纽约时报》称，克林顿夫妇同意作证，是科默的“一次胜利”——成功将公众的目光从 特朗普 政府对爱泼斯坦案的处置方式转移至民主党大佬身上。 责任编辑：韦子蓉

Key Points Many people expect their living costs to decline quite a lot in retirement. Some of your bills might increase instead. Equip yourself with ample savings and claim Social Security strategically to avoid an income shortfall. The $23,760 Social Security bonus most retirees completely overlook › If you were to ask the typical worker today what they expect their senior spending to look like, they'd probably tell you that they anticipate their living costs dropping on a whole in retirement. And that's not an unreasonable assumption. But it's not a given that every bill of yours will decrease. These four expenses may increase in retirement, so you need to be prepared. 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 » 1. Healthcare You may see your healthcare costs rise in retirement for a few reasons. First, health issues tend to increase with age. Secondly, you may not get the same level of care under Medicare as what your employer's health insurance plan provides. Not only does Medicare come with a number of out-of-pocket costs, from premiums to deductibles, but it also doesn't pay for dental care, eye exams, or hearing aids. Also, Medicare costs tend to increase from year to year, so they can be tricky to budget for. 2. Home maintenance While you might manage to enter retirement mortgage-free, as your home continues to age, you may find yourself spending more money on maintenance. Also, you may not have the physical capacity to do all of that work yourself as you age. If you're forced to outsource home maintenance tasks like lawn care and snow removal, you could end up spending quite a bit more on upkeep. The same holds true if you're no longer equipped to handle repairs. 3. Utilities Once you retire, you may find yourself spending more time at home. That's not a bad thing per se -- but it co...

Gamco Investors, Inc. ET AL, managed by Mario Gabelli, recently executed a significant transaction involving Amazon.Com, Inc. ((AMZN)). The hedge fund reduced its position by 1,976 shares. Recent Updates on Amazon.Com, Inc. stock Amazon’s shares have seen only modest net movement recently, oscillating between small weekly gains and losses and leaving the stock roughly flat to slightly higher over the past year, yet still below analysts’ targets. Recent quotes range around $235–$245, while Wall Street’s average 12‑month price targets cluster near $295–$300, implying substantial upside and supporting a consistent Strong Buy consensus. Across multiple fresh reports, top analysts from UBS, BofA, Citi, Piper Sandler, BMO, and Mizuho highlight accelerating growth in Amazon Web Services—now in the low‑ to mid‑20% range year over year, with record backlog and rapid AI‑driven capacity build‑outs—as the core bull driver, arguing AWS could effectively double revenue by 2028 and materially lift free cash flow. They also point to resilient retail trends and holiday sales, improving logistics efficiency (including lower‑cost same‑day facilities), and a fast‑growing, high‑margin advertising business, increasingly supported by partnerships with platforms like Roku, Netflix, Spotify, and SiriusXM, and new AI‑enabled tools such as Rufus and broader “agentic commerce” initiatives. While investors remain nervous about Amazon’s heavy multiyear capex plans—particularly for AI and cloud infrastructure—analysts broadly frame this spending as rational, contending that improved AWS capacity, rising AI workloads, and ongoing retail and ad strength should translate into higher earnings and potential multiple expansion over the next year or two. Spark’s Take on AMZN Stock According to Spark, TipRanks’ AI Analyst, AMZN is a Neutral. The score is led by strong financial performance (margin expansion and improving balance-sheet leverage) and a generally positive earnings call outlook (AWS/AI accel...

mizoula/iStock Editorial via Getty Images Shares of MetLife ( MET ) have been a poor performer over the past year, losing about 9% of their value. The company has been dogged by mixed operating results, only beating earnings estimates in two of its last six quarters and just about half of the time in the past three and a half years as the company has navigated a difficult environment for alternative investment returns and mixed underwriting. That said, we are now starting to see benefits from its restructuring, and investment returns have improved. With shares trading at ~8x earnings, now is a good time to see if MET is poised for better returns in 2026. I would not rush to buy. Seeking Alpha In the company’s fourth quarter , MetLife earned $2.49, which beat estimates by $0.15. A stronger private equity investment environment drove much of the beat, but we are also seeing benefits from its strategic plan. The company is engaged in a multiyear restructuring known as “New Frontier.” Under this plan, MetLife aims to grow EPS by 10% annually, achieve a 15-17% ROE, and cut direct expenses to 11.3% by 2029. The company is progressing well in these efforts, achieving a 16% ROE and reducing expenses to 11.7%. Over five years, MetLife aims to generate $25 billion of free cash flow. MetLife Looking into segment results, Group Benefits earnings rose 12% to $465 million, and underwriting exceeded expectations. Premiums, fees, and other revenues (“PFOs”) rose by 2% to $6.3 billion. During all of 2025, sales growth was 4%, and I expect ~5% growth in 2026. We are seeing some pricing pressure in the space as a period of strong underwriting is leading to increased competition, and I expect to see some reversion in margins this year. Retirement and Income Solutions profits grew by 18% to $454 million thanks to stronger investment margins. PFOs doubled to 99% as the company has seen very active pension risk transfer activity. This exposure helps to hedge mortality risk elsewhere in th...

当生物医药“手工艺式的发现”正在变成一个工程问题…… 精彩观点 1. 生物医药 行业长期受到一个问题的困扰：创新周期往往比回报周期更长。 2. 在几乎所有治疗领域里，礼来的整体研发速度，平均仍然比下一家同规模的制药公司快大约 40%。 3. CEO的工作 职责 是创造条件，让伟大的想法能够系统性地不断涌现。 4. 在过去 10年里，我当初做过的一个最重要的决定，就是在公司还负担不起的时候，依然为英伟达建造了一台当时全球规模最大的超级计算机之一。 5. 我 现在 真的认为， 生物医药 行业的 “ 关键 时刻 ”已经到来了。能够从“药物发现”这种有点像在森林里找松露的方式，转向真正的计算机辅助药物设计。 6. 当然，这背后的科学极其复杂，人类生物学本身也极其复杂，可能 （完全实现） 还需要 10 年时间。 7. 如果我们能把这件事从一种 “手工艺式的发现”，变成一个工程问题，那对人类生命的影响将是巨大的。 8. 我们更关注一个更现实的问题：如果最大寿命上限是 100岁，我们怎么让更多人更有机会真正走到那一天？而我们的方式，是通过消除疾病来实现这一点。 9. 如果说在 AI领域目前最容易落地 ，也 最可操作的方向，我认为是医疗服务。 在上个月举行的 2026年摩根大通医疗健康大会 上，英伟达创始人黄仁勋与礼来公司 CEO 戴文睿（ Dave Ricks ）在宣布重大合作后进行了一场深度对话，大约 1小时。今天刚放出了完整视频。 两家公司将在旧金山湾区共建一个首创性的 AI联合创新实验室，并计划在未来五年内共同投入高达10亿美元，将AI技术彻底融入药物发现和生物医学研究流程。 两位掌舵者都无比兴奋。 对于生物医药行业来说，传统新药研发周期长、成本高、成功率低已成为公认的结构性难题。而 AI具备高速模拟、海量空间探索和自动化协同的潜力，被视为可能改变这一格局的关键力量。 过去几年，礼来在代谢性疾病领域的突破已无需赘述。 以替尔泊肽 （Tirzepatide） 为代表的 GLP-1药物，不仅在减重和糖尿病治疗中展现出前所未有的疗效，也正在显著改变慢性病管理的边界。 戴文睿在对话中反复强调的是一个更长期的目标：把药物发现从高度经验化的探索，推进为可以不断复制、持续优化的工程体系。 对话 还 提及，该合作框架未来将向生物医药初创公司开 放，通过联邦学习等机制，在不共享原始数据、不损...

格隆汇2月8日｜日本第51届国会众议院选举于当地时间早上7时开始投票。外界关注自民党与日本维新会组成的执政联盟能否取得过半数、甚至取得超过三分二，即约310席的压倒性胜利，达到提出修宪案的门槛。此次选举共有1284名候选人，争夺众议院465个议席，在465席中，小选区议席有289个，比例代表议席有176个。小选区由选民直接对候选人投票，得票最多者当选；比例代表选区由选民对各政党投票，根据得票多少，议席按一定比例分配给各政党。 日本多间主流媒体评估，在首相高市早苗强势带动下，自民党有望单独跨越233席过半门槛，联同维新会的执政联盟，有望获“绝对安定多数”，即261席或以上，甚至夺约300席、联同维新会获逾三分二议席。 日本众议院在上月23日正式解散，从解散到投票时间只相隔16日，创下第二次世界大战结束以来、众议院从解散到投票之间相隔时间最短纪录。

美军中央司令部2月7日在社交媒体上发布消息说，美国总统特使威特科夫、美国总统特朗普女婿库什纳和中央司令部司令布拉德.库珀当天登上部署在阿拉伯海的美军“林肯”号航空母舰。一行人观摩飞行作业，并与击落一架伊朗无人机（885564）的美军飞行员交谈。威特科夫称，美军正在维护美国安全、威慑对手。美媒报道称，威特科夫一行登上航母，清楚地表明，尽管美国和伊朗已重新展开谈判，但美国政府仍在继续加强在中东的军事部署。不过目前尚无迹象显示美国已决定对伊朗动武。(CCTV国际时讯)

北京有科技公司送贈人工智能(AI)玩偶給病童，院方期望玩偶能為留院的小朋友提供「情緒價值」。 這隻「麟龍」不是普通玩偶，它自帶人工智能聊天功能，更設有古詩詞陪讀模式。這班患急性兒童淋巴瘤或白血病的小朋友，一般要住院很長時間，不能如常上學，玩偶可以做他們的「老師」。 灝灝表示：「可以聊包括像現在的時政、有些想學習上的(問題)，我也可以諮詢它。」 熙熙稱：「我就比較喜歡毛茸茸的，然後裡面還有對話。(出院後)會帶走，喜歡的話一定把它帶走。」 院方指，留院的小朋友特別需要「情緒價值」，期望玩偶能發揮這方面的作用。 北京高博博仁醫院醫療院長張永紅指出：「他接受這麼多的治療，包括化療，包括一些靶向治療、卡體治療，也有很多的副作用，本身情緒就是不穩定的，會很煩躁的。在這個過程中，需要心理精神的安慰。(玩偶)也不會像很多親友探視這樣帶來病毒、細菌，這樣也不會，相對孩子也是一個安全的方式。」 目前這款人工智能玩偶零售價近400元人民幣。研發的科技公司希望能把此類玩偶變得更加普及。 科技公司負責人王振興說：「我們覺得第一是降低我們的一個生產成本，因為在人工智能逐漸普及下，其實成本會逐漸下降。後續我們也有計劃逐漸推出更低價、平價的產品，來給更多用戶去使用。」 科技公司指，正計劃將人工智能玩偶送到偏遠山區的學校，紓緩當地老師短缺的壓力。

Gamco Investors, Inc. ET AL, managed by Mario Gabelli, recently executed a significant transaction involving Microsoft ((MSFT)). The hedge fund increased its position by 1,787 shares. Recent Updates on Microsoft stock Over the past month, Microsoft’s stock has been volatile, with swings from double‑digit declines (down roughly 10–19% at the lows) to a recent recovery that still leaves it only modestly higher over the past year. Recent closes cited in the articles range from about $394 to $482, against consistently bullish 12‑month consensus price targets near $600–$617 and a StrongBuy rating from Wall Street, implying substantial expected upside. The key debate centers on Azure and AI: most analysts highlight very strong cloud momentum (Azure growing around 37–39% year over year, Intelligent Cloud revenue up nearly 29%, commercial bookings up over 200%, and commercial RPO at about $625 billion with large OpenAI/Anthropic commitments) plus rapid adoption of AI products like Microsoft 365 Copilot and GitHub Copilot. These bulls argue that Azure growth is constrained mainly by capacity allocation and that heavy capex in GPUs/CPUs supports long‑term AI leadership. In contrast, Stifel’s Brad Reback recently downgraded Microsoft to Hold with a $392 target, warning that Street expectations for 2027 are too aggressive given Azure supply constraints, rising competition from Google and Anthropic, and a potential ~$200 billion FY27 capex bill that could compress margins and keep the stock range‑bound in the near term. Spark’s Take on MSFT Stock According to Spark, TipRanks’ AI Analyst, MSFT is a Outperform. The score is driven primarily by exceptional profitability and balance-sheet strength, supported by bullish AI-led demand and constructive forward guidance. Offsetting these positives are weak current technicals (price below key moving averages with negative MACD) and near-term cash flow/margin pressure tied to elevated AI infrastructure spending; valuation remains premium ...

格隆汇2月8日｜在2月6日刚结束的一场深度访谈中，马斯克强调，Optimus不仅是特斯拉未来的增长极，更是美国维持制造业竞争力的唯一希望。他高度评价了中国的制造能力，称中国在基础矿产精炼等方面占据绝对主导地位，“大概是世界其他地区总和的两倍”。在谈到中美竞争时，马斯克表示：“如果在没有(美国)突破性创新的情况下，中国将彻底主导(utterly dominate)。我们绝对无法在人力数量上取胜，因为中国的人口是我们的四倍，但我们或许能在机器人战线上有一搏之力。”

Key Points FBTC commands much higher assets under management than NCIQ, but trading volumes are similar. FBTC delivers pure Bitcoin exposure, while NCIQ tracks a broader crypto index and may offer greater diversification. 10 stocks we like better than Fidelity Wise Origin Bitcoin Fund › The Hashdex Nasdaq Crypto Index U.S. ETF (NASDAQ:NCIQ) and Fidelity Wise Origin Bitcoin Fund (NYSEMKT:FBTC) both allow investors to gain exposure to the crypto world. But before taking a digital coin dive, here’s a comparison between the two ETFs and what to be aware of when investing in crypto-related funds. Snapshot (cost & size) Metric NCIQ FBTC Issuer Hashdex Fidelity Expense ratio 0.25% 0.25% 1-yr return (as of Feb. 7, 2026) -32.66% -28.30% AUM $155.3 million $14.03 billion The 1-yr return represents total return over the trailing 12 months. Both funds charge the same 0.25% expense ratio, so neither is more affordable on cost alone; yield is not reported for either, so income is not a differentiator. Performance & risk comparison Metric NCIQ FBTC Max drawdown (1 y) -36.10% -33.28% Growth of $1,000 over 1 year $869 $796 What's inside Only on the market for barely two years, FBTC is designed to offer exposure to Bitcoin (CRYPTO:BTC), with the coin as the fund’s only holding. Nearly on the market a year less than FBTC, NCIQ aims to represent a broader crypto market basket, where Bitcoin accounts for 77% of the fund’s holdings, but other tokens such as Ethereum (CRYPTO:ETH), XRP (CRYPTO:XRP), and Solana (CRYPTO:SOL) also carry weight. There is also less than 0.1% of holdings in U.S. dollars. For more guidance on ETF investing, check out the full guide at this link. What this means for investors There are some cautions to take when investing in crypto-related ETFs, with volatility among the biggest. The crypto market is prone to irregular, rapid price movements, including on weekends, which can be reflected in both of the mentioned ETFs. So if the crypto market plummets, these two ET...

Thousands Of Iraqis Volunteer To Defend Iran Against US Attack Via Middle East Eye Thousands of Iraqis have signed a pledge to help defend Iran in the event of a US attack on the Islamic Republic. According to a statement, almost 5,000 people in Iraq's Diyala province gathered to declare their intent to defend both Iraq and its eastern neighbor, as well as Iran-backed armed groups, "without any compensation". "We announce our readiness to volunteer to support our security forces, the Popular Mobilization Forces, and the Islamic Republic of Iran, and we categorically reject American intervention in the Islamic Republic ," the statement read. Men sign up for the 'martyrdom brigades' run by Iraq's pro-Iran paramilitary group Kataeb Hezbollah at a mosque in Baghdad, via AP The announcement comes as tensions have continued to mount between Iran and the US, despite ongoing talks between the two states in Oman. Washington announced new sanctions on Friday aimed at curbing Iran's oil exports, including measures targeting 14 vessels flagged in countries such as Turkey, India and the United Arab Emirates. It also announced sanctions on 15 entities and two people. US aircraft carriers, meanwhile, remain positioned off Iran’s coastal waters, with US Central Command (Centcom) releasing footage showing the Nimitz-class USS Abraham Lincoln conducting a replenishment operation in the Arabian Sea. On Thursday, Iran’s army spokesperson, Brigadier-General Mohammad Akraminia, said the military was ready for war, which would "encompass the entire region and all US bases" if that is what Washington wanted. US President Donald Trump has previously warned that “bad things” would likely happen if a deal could not be reached. Ammar al-Tamimi, a leader in the Iran-backed Badr Organization, which coordinated the gathering in Diyala, said the volunteers were not associated with any specific armed faction. "Rather, we are volunteers ready to serve as a reserve force for the security forces ," Ta...

Gamco Investors, Inc. ET AL, managed by Mario Gabelli, recently executed a significant transaction involving Broadcom Inc. ((AVGO)). The hedge fund reduced its position by 1,522 shares. Recent Updates on Broadcom Inc. stock Over the past month Broadcom (AVGO) shares have been volatile, slipping roughly 4–8% (and at one point down about 9% on the week) despite still being up around 51–60% over the last year. Recent closes near $320–$331 sit well below Wall Street’s strongly bullish 12‑month average target of about $458–$460, implying substantial upside. Analysts continue to highlight Broadcom’s central role in the AI and data‑center buildout, especially its custom AI ASICs for Google’s Tensor Processing Units (TPUs) and expected multi‑year growth in AI networking revenue. Wolfe Research’s Chris Caso recently upgraded the stock to Buy with a $400 target, projecting AI ASIC revenue of roughly $44 billion in 2026 and $78.4 billion in 2027 and modeling EPS of $16–$18 by 2027, while J.P. Morgan’s Harlan Sur reiterated a Buy with a $475 target based on Broadcom’s dominant position in Google’s next‑gen 3nm “Sunfish” TPU ramp and robust AI‑driven earnings growth forecasts. Despite the recent pullback, consensus remains that current weakness is a pause in a longer‑term AI‑fueled uptrend. Spark’s Take on AVGO Stock According to Spark, TipRanks’ AI Analyst, AVGO is a Outperform. Score is driven primarily by strong financial performance (high margins and cash conversion) and upbeat earnings-call outlook led by accelerating AI growth and a large backlog. Offsetting the rating are a stretched valuation (high P/E with low yield) and a mixed/soft technical picture with negative MACD and the stock below its 50-day average. To see Spark’s full report on AVGO stock, click here. More about Broadcom Inc. YTD Price Performance: -10.28% Average Trading Volume: 30,920,766 Current Market Cap: $1460.5B Disclaimer & DisclosureReport an Issue

Gamco Investors, Inc. ET AL, managed by Mario Gabelli, recently executed a significant transaction involving Tesla, Inc. ((TSLA)). The hedge fund increased its position by 16,155 shares. Recent Updates on Tesla, Inc. stock Tesla’s shares have slipped 4% over the past week and 5.1% over the past month but remain up 10.9% over the last year, trading around $431 versus an average 12‑month Wall Street target of $402.47 that implies modest downside and a Hold consensus. Against this cautious backdrop, Baird analyst Ben Kallo reiterated a Buy rating on January 28, 2026 with a $548 target, arguing Tesla is entering a major investment phase as it plans to more than double capex to over $20 billion in 2026 to build a “physical AI value chain.” Key moves include shutting Model S/X lines to free capacity for a 1 million‑unit Optimus robot line, investing $2 billion in xAI, targeting 100 GW of solar capacity, and expanding energy storage with the Megapack 4. Kallo sees 2026 as a commercialization year for long‑gestating products such as Cybercab, Robotaxi Service, Tesla Semi, and Optimus, and expects energy storage to become a significant driver of profits and cash flow despite near‑term spending and execution risk. Spark’s Take on TSLA Stock According to Spark, TipRanks’ AI Analyst, TSLA is a Neutral. The score is anchored by Tesla’s solid balance sheet and sustained cash generation but is held back by sharply weaker growth and profitability into 2025. Technicals are bearish (below key moving averages with negative MACD), and valuation is a major headwind given the very high P/E. The earnings call adds some support via margin improvement and energy/FSD/autonomy progress, but near-term delivery softness and the >$20B CapEx ramp raise execution and cash-burn risk. To see Spark’s full report on TSLA stock, click here. More about Tesla, Inc. YTD Price Performance: -11.68% Average Trading Volume: 72,677,167 Current Market Cap: $1523.5B Disclaimer & DisclosureReport an Issue

价值超440亿美元 本周五，韩国加密货币交易所Bithumb误向用户发放了价值超过400亿美元的比特币。 据韩媒报道，Bithumb原计划向一项活动的获奖者发放62万韩元(约424美元)，但一名员工在录入时把“韩元”错输成了“比特币”。 该错误导致交易所在周五当地时间晚上7点向695名用户发放了62万枚比特币，获奖者实际收到的却是每人至少2000枚比特币。而收到比特币的用户，在看到后第一件事就是砸盘、变现、赶紧提走跑路。 交易所称，这一问题在20分钟内就被发现。 Bithumb在声明中表示：“部分用户账户被错误发放了异常数量的比特币。由于其中一些账户开始卖出入账的比特币，比特币价格出现了短暂但剧烈的波动。” Bithumb对这一发生在周五的错误表示道歉，并称目前已追回了62万枚比特币中的99.7%。在发生错误发放后的35分钟内，该交易所已对受影响的695名客户采取了限制交易和提现的措施。