文章提及标的 四川长虹 -- 四川长虹（600839）公告，公司拟将持有的绵阳科技城大数据技术有限公司58.33%股权转让给四川长虹（600839）电子控股集团有限公司，转让价格为3312.45万元。本次股权转让完成后，公司不再持有大数据公司股权。

Between Sandisk and Pure Storage, most Wall Street analysts see the latter as the more attractive stock at current prices. Sandisk (SNDK +3.85%) shares have advanced 1,560% in the past year as memory chip supply shortages have pushed prices higher. Meanwhile, Pure Storage (PSTG +10.72%) shares have traded sideways. But Wall Street sees Pure Storage as the better buy right now. Among 24 analysts, Sandisk has a median target price of $717.50 per share. That implies 20% upside from its current share price of $598. Among 23 analysts, Pure Storage has a median target price of $100 per share. That implies 40% upside from its current share price of $71. Here's what investors should know about these artificial intelligence (AI) storage stocks. Sandisk Sandisk is a semiconductor company that develops NAND flash memory chips and storage solutions for data centers and edge devices such as personal computers. Core to its business is a partnership with Japanese manufacturer Kioxia. The companies realize cost efficiencies by sharing research and development (R&D) expenses and capital expenditures (capex) related to NAND memory development and wafer fabrication. Sandisk has another important advantage in vertical integration. Beyond manufacturing flash memory wafers, the company packages wafers into chips and assembles chips into final products, like enterprise solid-state drives (SSDs). That lets Sandisk optimize performance and reliability to a greater degree than suppliers less focused on final products, like Micron Technology. Compared to hard disk drives (HDDs), SSDs built on NAND flash technology are more expensive, but they are also faster and more durable, which makes them the better choice for artificial intelligence (AI) workloads. Consequently, Nvidia CEO Jensen Huang believes NAND flash memory "will likely be the biggest storage market in the world." Sandisk is the fifth-largest supplier of NAND flash memory, behind Samsung, SK Hynix, Micron, and Kioxia. But Sandisk ga...

Netflix will likely deal with the fallout of the Warner Bros. purchase during the period. Optimism has increased around Netflix (NFLX +1.65%), particularly following a dramatic recovery from its 2022 lows. As one of the world's most recognized brands and a leading content creator, it has increased its dominance over the entertainment industry as viewed entertainment switches to streaming. Knowing that, it may surprise investors that the stock has underperformed the S&P 500 over a one-year time frame, it lost 11% last month, and trades at a 40% discount to its 52-week high. Knowing those facts, is it poised for a comeback over the next 12 months? Let's take a closer look. The state of Netflix Despite its stock performance, Netflix seems to be riding high as a company. With its global distribution and a massive trove of user data, it has become increasingly influential over the movie industry. Moreover, the ad platform that it was once reluctant to embrace has brought it growth. In 2025, revenue of $45 billion rose by 16% annually and outpaced cost and expense growth. Consequently, its net income of nearly $11 billion surged by 26% over the same period. Furthermore, winning the battle with Paramount Skydance to buy Warner Bros. Discovery is a testament to its power over the market. Still, the cost of that deal may have soured investors on the stock. Netflix will pay $82.7 billion for Warner Bros. in an all-cash deal. However, with only around $9 billion in liquidity, Netflix will probably have to dilute its stock or take on considerable debt to execute this deal. With that, Netflix has paused share repurchases. It also guided for revenue growth of 12% to 14% in 2026, a reduction from its 2025 growth rate. These factors likely will not reassure investors. Nonetheless, not all of the news is negative. Even with lower revenue growth rates, Netflix expects higher subscriber levels and an approximate doubling of ad revenue in 2026. Expand NASDAQ : NFLX Netflix Today's Chan...

Key Points Wall Street analysts currently forecast 20% upside in Sandisk stock and 40% upside in Pure Storage stock. Sandisk is gaining share in NAND flash memory chips, a market where prices have soared due to a severe supply shortage caused by demand for AI infrastructure. Pure Storage provides integrated storage solutions that span hardware, software, and subscription services, making it less susceptible to cyclical demand for memory chips. 10 stocks we like better than Sandisk › Sandisk (NASDAQ: SNDK) shares have advanced 1,560% in the past year as memory chip supply shortages have pushed prices higher. Meanwhile, Pure Storage (NYSE: PSTG) shares have traded sideways. But Wall Street sees Pure Storage as the better buy right now. Among 24 analysts, Sandisk has a median target price of $717.50 per share. That implies 20% upside from its current share price of $598. Among 23 analysts, Pure Storage has a median target price of $100 per share. That implies 40% upside from its current share price of $71. Here's what investors should know about these artificial intelligence (AI) storage stocks. 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 » Sandisk Sandisk is a semiconductor company that develops NAND flash memory chips and storage solutions for data centers and edge devices such as personal computers. Core to its business is a partnership with Japanese manufacturer Kioxia. The companies realize cost efficiencies by sharing research and development (R&D) expenses and capital expenditures (capex) related to NAND memory development and wafer fabrication. Sandisk has another important advantage in vertical integration. Beyond manufacturing flash memory wafers, the company packages wafers into chips and assembles chips into final products, like enterprise solid-state drives (SSDs). That lets Sandisk op...

NorthCrest Asset Manangement LLC raised its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 3.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,352,842 shares of the computer hardware maker's stock after purchasing an additional 45,480 shares during the quarter. NVIDIA makes up approximately 6.0% of NorthCrest Asset Manangement LLC's holdings, making the stock its biggest position. NorthCrest Asset Manangement LLC's holdings in NVIDIA were worth $250,330,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors also recently made changes to their positions in the company. JCIC Asset Management Inc. acquired a new stake in shares of NVIDIA during the 3rd quarter valued at about $16,652,000. Intrua Financial LLC raised its position in NVIDIA by 14.0% during the third quarter. Intrua Financial LLC now owns 73,417 shares of the computer hardware maker's stock valued at $13,698,000 after acquiring an additional 9,016 shares in the last quarter. Axecap Investments LLC lifted its stake in NVIDIA by 473.1% in the third quarter. Axecap Investments LLC now owns 30,715 shares of the computer hardware maker's stock valued at $5,731,000 after acquiring an additional 25,356 shares during the last quarter. Rovin Capital UT ADV grew its position in NVIDIA by 5.1% in the third quarter. Rovin Capital UT ADV now owns 20,158 shares of the computer hardware maker's stock worth $3,761,000 after acquiring an additional 970 shares in the last quarter. Finally, Sterling Investment Advisors LLC ADV increased its stake in shares of NVIDIA by 196.3% during the 3rd quarter. Sterling Investment Advisors LLC ADV now owns 2,516 shares of the computer hardware maker's stock worth $469,000 after purchasing an additional 1,667 shares during the last quarter. 65.27% of the stock is owned by hedge funds and other institutional investor...

AWM Capital LLC lessened its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 44.1% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,225 shares of the computer hardware maker's stock after selling 3,330 shares during the quarter. AWM Capital LLC's holdings in NVIDIA were worth $788,000 at the end of the most recent quarter. A number of other institutional investors and hedge funds have also made changes to their positions in the company. Harbor Asset Planning Inc. acquired a new position in NVIDIA during the second quarter valued at approximately $28,000. Winnow Wealth LLC purchased a new position in shares of NVIDIA in the 2nd quarter valued at $32,000. Longfellow Investment Management Co. LLC lifted its holdings in shares of NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after acquiring an additional 67 shares in the last quarter. Spurstone Advisory Services LLC acquired a new position in shares of NVIDIA during the 2nd quarter valued at $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in NVIDIA during the 2nd quarter worth $54,000. 65.27% of the stock is currently owned by institutional investors and hedge funds. Get NVIDIA alerts: Sign Up Analysts Set New Price Targets Several research analysts have commented on NVDA shares. Royal Bank Of Canada reissued a "buy" rating on shares of NVIDIA in a research report on Thursday, January 15th. Citigroup reiterated a "buy" rating on shares of NVIDIA in a report on Monday, December 29th. Melius Research upped their price target on NVIDIA from $300.00 to $320.00 and gave the stock a "buy" rating in a report on Thursday, November 20th. S&P Equity Research reaffirmed a "positive" rating on shares of NVIDIA in a research report on Wednesday, October 22nd. Finally, Rothschild & Co Redburn boosted ...

With the gold rally perhaps reigniting after a late-January reversal, investors looking for amplified gains might consider leveraged funds, but risk remains.

Please turn on JavaScript to use this feature Please turn on JavaScript to use this feature Hello, friends and rivals, Italy enthusiasts and snow bunnies. We’re about to embark on the second day of the Winter Olympics 2026, and it’s an exercise in contrast, with the first few medals already lodged in the tally from some ski, skate, and snowboard events, and about eight million curling matches yet to play before reaching the business end there. What’s up for grabs today? These are the medal events. Alpine skiing: the Women’s Downhill event, after the men’s yesterday. Cross-country skiiing: Men’s 10km+10km skiathlon Biathlon: Mixed replay 4x6km Snowboard: Women’s Parallel Giant Slalom Snowboard: Men’s Parallel Giant Slalom Speed Skating: Men’s 5000m Luge: Men’s Singles Figure Skating: Team Event - Men’s Single Skating It’s going to be a busy one, building up from a relatively quiet start to a big finish. Right now we’ve got the women’s giant slalom boarding qualification runs going, and a couple of curling matches in the mixed doubles round robin.

逆天改命or一地鸡毛 金银价格的飙涨，形成巨大的财富效应。 这些日子，你不谈谈黄金白银，都显得自己 out 了。 然而，这几天金价和银价的大跌，像一盘冷水，浇在每个人头上。 似乎在说明一个简单到不能再简单的道理： 有涨就会跌！ 而且，涨得越疯狂，下跌的时点和幅度就越大，而且越不可预测。 不过，也必须承认，就跟道理都懂，但依然过不好人生一样，没有谁能够阻止人性的疯狂，这似乎已经成为一种宿命。 回顾历史， 黄金和白银 ， 从未真正离开过人类财富舞台的中心。 那些在金融市场上与金银共舞的人们，其命运 比今天的炒金炒银者， 更加多元与戏剧化。 01 黑色星期一的黄金先知 1987 年 10 月 19 日，纽约证券交易所陷入恐慌，道琼斯指数单日暴跌 22.6% ，创造了“黑色星期一”的历史。 但 在这场灾难中，一位 34 岁的基金经理却获得了 62% 的年回报率。 他就是保罗 ·都铎·琼斯。 琼斯的秘密武器之一是 黄金 。 在股市崩盘前，他注意到黄金与股市之间的反向关系正在加强。 通过分析历史数据，他发现自 1971 年布雷顿森林体系解体以来，每次重大股市危机时，黄金都会成为避险天堂。 琼斯建立了复杂的模型，配置了大量黄金期货和黄金矿业股的空头头寸作为对冲。 “黑色星期一”后，琼斯的基金净值飙升，而他的黄金头寸贡献了超过 40% 的收益。 但他真正的智慧在于：在随后的 1988 年第一季度，当市场逐渐稳定时，他平掉了大部分黄金头寸，转而投资被低估的资产。 这种灵活的战术 ——将黄金作为“金融保险”而非永久持有——成为现代对冲基金的经典策略。 数据显示，琼斯的都铎投资公司在 1987 年至 2020 年间的年化回报率达到 19% ，远超标普 500 指数的 10.2% 。 这证明了在现代资本市场中，金银可以成为动态资产配置中的关键棋子，而非简单的长期持有物。 02 次贷危机中的黄金赌局 2006 年初，当美国房地产市场一片繁荣时，一位名叫约翰·保尔森的对冲基金经理看到了不同景象。 他注意到次级抵押贷款违约率开始上升，而华尔街却仍在疯狂打包这些有毒资产。 保尔森设计了一个精妙的双重赌注 ：一方面做空抵押贷款支持证券 (CDS) ； 另一方面大量买入黄金。 他的逻辑是，如果金融危机爆发，传统资产将崩溃，而黄金将成为最后的避风港。 2007 年，保尔森的基金通过做空次贷市场赚取了 1...

核心逻辑未改 近期 A 股有色金属板块上演“过山车”行情：贵金属带头冲高后出现短期回调，工业金属震荡整理，能源金属与小金属受情绪拖累同步回调。 从高点回调以来， 近 7 个交易日有色金属板块指数跌幅达 15%。 但这波调整核心源于宏观情绪扰动，行业 “供给紧平衡 + 需求稳增长”的核心逻辑未发生根本改变，部分细分品种已呈现错杀特征。 在板块整体震荡调整期，仍有多个细分品种逆势上涨，凸显供需紧平衡的核心支撑：近两周，氧化镨钕上涨 12.64% 至 75.75 万元 / 吨，黑钨精矿价格上涨约 25% 至 67.3 万元 / 吨。 01 巨震背后：3大核心因素扰动市场 这波有色板块的剧烈波动，并非基本面反转，而是三重外部因素共振导致的短期情绪宣泄 ——美联储政策预期调整打破市场共识、负伽马效应放大波动幅度、春节前季节性特征进一步压制风险偏好，三者层层递进引发板块“踩踏式回调”。 1 、导火索：沃什被提名，美联储政策预期重构 有色金属（尤其贵金属）对美联储政策高度敏感，核心原因是其价格与实际利率直接挂钩，贵金属无利息收益，实际利率上行时，持有贵金属的机会成本上升，价格往往承压。 而这一轮波动的直接导火索，正是特朗普提名凯文 ·沃什出任新任美联储主席引发的政策预期反转。 沃什的政策立场是关键：作为前美联储理事，他曾多次强调 “货币纪律”，反对过度宽松的货币政策，甚至在过往表态中暗示“优先控制通胀而非激进降息”。 沃什被提名后，市场迅速下调降息预期，且启动时间可能延后。 这种预期变化直接冲击贵金属市场：前期获利丰厚的多头资金（尤其是投机资金）开始集中了结头寸，导致金、银纷纷大跌。 而贵金属作为有色板块的 “情绪龙头”，其大幅回调引发市场对整个周期板块的风险偏好下降，工业金属、能源金属等跟随回调，形成“龙头带崩板块”的传导效应。 2 、放大器：“负伽马效应” + 高杠杆，触发“下跌 - 抛售”循环 如果说政策预期调整是 “点火”，“负伽马效应”就是“火势蔓延”的核心放大器——这一听起来复杂的金融术语，本质是“期权市场与现货市场的共振踩踏”，用通俗的话解释就是： 前期贵金属涨幅显著，大量投机资金通过期货、期权加杠杆入场，推动 COMEX 黄金非商业净多头持仓处于 2025 年以来的高位。 同时，芝加哥商品交易所（ CME ）为防范风险，上调了黄金、白银期货的交易保证金，这直接增加...

格隆汇2月8日｜国投白银LOF(161226)公告称，近期其二级市场交易价格明显高于基金份额净值，溢价幅度较大。为保护投资者利益，基金将于2026年2月9日开市起至10:30停牌，10:30复牌。

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We Are/DigitalVision via Getty Images In May of last year, I believed that ESCO Technologies ( ESE ) was a powerhouse that was unleashed. Strong organic growth, margin expansion, and M&A drove shares higher, as the company streamlined its portfolio thereafter. With multiples having expanded to 30 times earnings, I urged a word of caution, a bit too premature as it turned out, as shares have risen another 40% in roughly nine months that have passed ever since. An Industrial Conglomerate ESCO Technologies is a diversified industrial mini-conglomerate, focusing on solving technical challenges on the back of engineering and precision manufacturing capabilities. The company generates well over a billion in sales, with the aerospace & defense business being the largest segment, making up well over 40% of sales. Activities include filtration systems, control valves, components, and metal finishing. Besides being a nearly $500 million business, there are very lucrative activities as well, with EBITDA margins reported near 30% of sales. The Utility Solutions Group provides diagnostics, testing, and monitoring equipment, key for utility grids and renewables. The business comprises a third of overall sales, these also being near 30% EBITDA margin activities. All this is complemented by nearly a quarter of a billion RF Test & Measurement businesses, which provide electromagnetic components and systems. These are much lower margin activities, with margins reported in the mid-teens. Over the past decade, the company has doubled sales and kept margins fairly stable, all amidst a stable share count, making earnings per share grow by high single digits. Valuation Discussion In November of 2024, the company reported its fiscal 2024 results, a year in which revenues rose by 7% to $1.03 billion, with adjusted earnings up to $4.18 per share. The company announced a big $550 million deal to acquire Signature Management & Power halfway through the year, adding $175 million in annual sales...

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Qualcomm, NasdaqGS:QCOM, is seeing near term disruption in its core smartphone business as an industry wide memory chip shortage constrains handset production. Multiple OEMs, particularly in China, are scaling back device output, leading Qualcomm to issue cautious guidance on handset chip demand. In response, the company is leaning into diversification with recent moves in data centers, RISC V CPUs, automotive partnerships, and new AI, IoT, and robotics products. Qualcomm shares last closed at $137.34, with the stock showing a 9.4% decline over the past week and a 22.7% decline over the past month. Returns over the past year are a 16.4% decline, while the 3 year and 5 year periods show gains of 14.0% and 3.4% respectively. This provides context for how recent pressure in handsets is feeding through to sentiment on NasdaqGS:QCOM. For you as an investor, an important consideration is how much weight to put on the handset slowdown compared with Qualcomm's push into areas such as automotive, data centers, and AI enabled devices. The current memory shortage and reduced OEM production are immediate headwinds. At the same time, the company is working to broaden its revenue mix beyond smartphones, which could influence how the business is positioned over the longer term. Stay updated on the most important news stories for QUALCOMM by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on QUALCOMM. NasdaqGS:QCOM 1-Year Stock Price Chart Why QUALCOMM could be great value Quick Assessment ✅ Price vs Analyst Target : QCOM trades at US$137.34 versus a US$163.31 analyst target, around 19% below consensus. ✅ Simply Wall St Valuation : Shares are trading about 11.1% below the Simply Wall St fair value estimate, flagged as undervalued. ❌ Recent Momentum: The 30 day return is a 22.7% decline, showing weak near term ...

Jenelle Jacks/iStock via Getty Images As I predicted in my last Earnings Preview on Boyd Gaming ( BYD ), this multi-operator could (as it has the last six times) report a double-beat. And that's exactly what happened . Seeking Alpha Even so, the stock slipped a little and we're just under 5% below my last article. In the long term (since my May 2024 article, for example), we're still sitting on a total return of over 56%, outperforming the S&P by a large chunk. What knocked the stock a bit this quarter? It wasn't just one thing: There were slow sales in the Rooms segment, both in the Las Vegas Downtown and Locals segments, following the trend of declining travel . Some properties like Orleans continued to be the 'ugly duckling' of the portfolio, while others like IP Biloxi were temporarily soft. Midwest & South (Boyd's most important segment) was affected by bad weather in markets like Illinois (the Par-A-Dice is still operating and hasn't been rescheduled yet), Louisiana, and others. Sam's Town in Tunica has closed , causing a $4 million headwind in EBITDAR. It's interesting that I'm looking at Boyd's results right after writing my article on Monarch ( MCRI ). The results went in different directions (Monarch expanded margins in all segments except Rooms), but they seem to converge when it comes to capital returns. Both companies return capital to shareholders through buybacks—especially Boyd—but this quarter they discussed M&A for the first time in a while. And the most interesting information is that they are more open to a transaction in an OpCo structure now. This opens up a lot more potential targets. It's not a new move (look at what they did with Ameristar, for example), but it makes sense given the balance sheet after selling the FanDuel stake to Flutter ( FLUT ), or even more when you consider that buyback returns are shrinking with the stock trading near all-time highs. Cash allocated to repurchases and buyback yield (Author) Note that while FY 2025 buyba...

Key Points Buffett has long been critical of investing in gold. However, buying gold when he argued against doing so in 2018 would have paid off handsomely. Still, Buffett's preference of stocks over gold has proven to be more profitable over the long run. 10 stocks we like better than SPDR Gold Shares › No one has ever accused Warren Buffett of being a gold bug. The legendary investor made his fortune by investing in stocks and acquiring businesses. He's never been a fan of buying gold. During Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) 2018 annual shareholder meeting, Buffett famously trashed the idea of investing in gold instead of stocks. But how much money would you have today if you'd ignored the advice given by the "Oracle of Omaha" then? 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 » Buffett vs. bullion Before we get to the answer, let's first attempt to understand why Buffett dislikes gold so much. He made two key points about the precious metal at the 2018 Berkshire Hathaway meeting. First, Buffett argued that gold has historically underperformed the stock market. He asked the audience at the shareholder meeting nearly eight years ago to guess how much $10,000 investments in an S&P 500 (SNPINDEX: ^GSPC) index fund and gold in 1942 would be worth then. Buffett selected 1942, by the way, because it was the year he made his first investment. It was also in the middle of World War II, when many people were worried about the future. Buffett quickly revealed the answer. An initial investment of $10,000 in the S&P 500 in March 1942 would have grown to $51 million by the time of Berkshire's 2018 shareholder meeting. Meanwhile, the same amount invested in gold would have increased in value to around $400,000. By the way, Buffett acknowledged that index funds didn't exist in 1942, yet he sti...

Oracle Corporation (NYSE:ORCL) is one of the most promising future stocks to buy now. Citizens revised the price target on Oracle Corporation (NYSE:ORCL) to $285 from $342 on February 5 and reaffirmed an Outperform rating. The firm told investors that the stock’s shares have remained under pressure despite its $30 billion debt financing and tightening credit default swap spreads. This was driven by factors such as uncertainty surrounding OpenAI’s delayed fundraising, technical selling tied to the mandatory convertible, concerns regarding the raise’s coverage being limited to near-term funding needs, and headlines around potential Texas data center reviews. Citizens added that these factors have outweighed the otherwise optimistic signals from Oracle Corporation’s (NYSE:ORCL) positioning in the AI infrastructure and the capital raise. BMO Capital also revised the price target on Oracle Corporation (NYSE:ORCL) to $205 from $270 on February 4 and maintained an Outperform rating on the shares. It updated its model on the stock after the recent capital raise of debt, common equity, and preferred equity, adding that a positive step for Oracle Corporation (NYSE:ORCL) is that it is obtaining financing and would likely not need any more during 2026. Oracle Corporation (NYSE:ORCL) provides products and services addressing aspects of corporate IT environments, including applications and infrastructure technologies. The company’s operations are divided into the following business segments: Cloud and License, Hardware, and Services. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure:...

格隆汇2月8日｜中泰证券表示，短期来看，市场仍将维持结构性活跃、指数震荡的运行格局。在事件催化与风险偏好支撑下，科技方向仍具备阶段性活跃的基础，尤其在春节前资金偏交易化、持仓周期偏短的环境中，AI应用、机器人、半导体设备等细分领域仍存在反复表现的空间。同时，随着部分高弹性周期板块资金阶段性流出，市场内部资金再平衡加快，高股息板块在相对收益层面有望获得边际改善的窗口。中期来看，高股息板块的配置逻辑将更加清晰。春节后，稳增长、促消费、资本市场制度建设等政策预期将逐步兑现，市场风格有望从“高弹性交易”向“确定性配置”过渡。在这一过程中，估值处于低位、盈利稳定、分红确定性高的板块，或迎来一轮持续性更强的修复行情，而非短期脉冲式反弹。

President Donald Trump's "big, beautiful bill" comes with some potentially significant unintended consequences for America's leading retirement program. Social Security income is a necessity for many of the nearly 54 million retired workers currently receiving a monthly benefit. For nearly a quarter century, Gallup has surveyed retirees to gauge how reliant they are on America's leading social program and found that up to 90% of respondents have needed their Social Security payout, in some capacity, to cover their expenses. Given how important Social Security income is to the financial well-being of our nation's aging workforce, you'd think strengthening this program for future generations would be a top priority for our elected officials -- but this hasn't been the case. Based on annual reports from the Social Security Board of Trustees, Social Security's financial foundation is tangibly weakening, with the prospect of sweeping benefit cuts becoming a real possibility within the next seven years. While a laundry list of factors is to blame (I'll cover this in greater detail a bit later), your newest tax break(s), courtesy of the Donald Trump administration, may be contributing to Social Security's financial woes. Social Security is facing a $25.1 trillion (and growing) long-term funding shortfall Since 1985, every Social Security Board of Trustees annual report has cautioned of a long-term (the 75 years following the release of a report) unfunded obligation. In plain English, the projected revenue to be collected over the 75 years following the release of a report is expected to be insufficient to cover outlays over that timeline, which primarily include benefits but also account for the administrative expenses to oversee Social Security. In the 2025 Social Security Board of Trustees Report, this long-term funding shortfall ballooned to an estimated $25.1 trillion. This figure has grown consistently over the last four decades. What's arguably even more worrisome is...

Key Points Social Security's Old-Age and Survivors Insurance trust fund (OASI) is forecast to exhaust its asset reserves by 2033, which can lead to sweeping benefit cuts for retired workers and survivors of deceased workers. Some of the newest tax credits and deductions from Trump's flagship tax and spending law will lower Social Security's collectible income over the next decade. In addition to the big, beautiful bill, several ongoing demographic shifts are weakening Social Security's financial outlook. The $23,760 Social Security bonus most retirees completely overlook › Social Security income is a necessity for many of the nearly 54 million retired workers currently receiving a monthly benefit. For nearly a quarter century, Gallup has surveyed retirees to gauge how reliant they are on America's leading social program and found that up to 90% of respondents have needed their Social Security payout, in some capacity, to cover their expenses. Given how important Social Security income is to the financial well-being of our nation's aging workforce, you'd think strengthening this program for future generations would be a top priority for our elected officials -- but this hasn't been the case. 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 » Based on annual reports from the Social Security Board of Trustees, Social Security's financial foundation is tangibly weakening, with the prospect of sweeping benefit cuts becoming a real possibility within the next seven years. While a laundry list of factors is to blame (I'll cover this in greater detail a bit later), your newest tax break(s), courtesy of the Donald Trump administration, may be contributing to Social Security's financial woes. Social Security is facing a $25.1 trillion (and growing) long-term funding shortfall Since 1985, every Social Security Board of Trustees annual report has cautioned of a...

近日，热播剧《夜色正浓》中的小三角色乔海伦，引发网友热烈的新词“牛马鸡”破圈讨论。 剧中，阚清子饰演的乔海伦一边是不折不扣的苦命职场牛马，996 是常态，常通宵赶 PPT、写报告，随叫随到，甚至陪酒应酬到胃出血仍要工作。另一方面，她为避免被裁员，与上司李东明发生关系，成为其情人。 剧中最具争议的一幕是两人发生关系后，身披浴袍的李东明站在门口，语气冷硬地要求仍躺在床上的乔海伦立刻投入PPT的修改。从情人到上司的身份切换在瞬间完成，而乔海伦尚未反应过来，只能下意识用被子遮住身体，这一场景被网友讽刺为“刚卖身，就卖命”。 令人惊讶的是，这届网友没有像以往一样打小三，反而对乔海伦充满同情与共情。“校招生真的能共情乔海伦”、“我就是乔海伦这种卑微乙方”，渣男李东明承担了观众的主要炮火。 此外，曾经最能激发观众肾上腺素的“正邪对垒”失效了。当乔海伦主动挑衅正宫赵玫被怼，崩溃喊道自己当情妇只为保住工作时，弹幕都在心疼小三。后面的剧情里，乔海伦因过度加班晕倒，赵玫第一时间上前为其实施急救的情节更是深深感动观众，有人甚至磕起这对“对抗路CP”。 “海藻PK乔海伦”，也成为互联网热梗， 代际不一样待遇也不一样，成为不少新新观众的内心独白。当舆论开始对小三形象产生理解与共情，其背后反映的是互联网话语权的代际更替。 曾经以道德审判为核心的“大婆神教”正在式微，更年轻的观众群体开始以新的价值框架审视婚姻、两性关系以及女性之间的互动可能性。 #本文已采访两位相关人士，他也是「娱乐资本论」2026年采访的第 53-54 位采访对象 “牛马鸡”乔海伦，为什么被全网共情？ “我遇到过一个跟李东明很像的老板，所以真的发自内心共情乔海伦的处境。”00后营销从业者陈珊对河豚君这样形容自己的观剧感受。 近期热播剧《夜色正浓》中，阚清子饰演的乔海伦引发了社交媒体的密集讨论。她拥有985高校背景，在头部企业打拼，是典型靠个人努力完成阶层跃升的小镇做题家。与此同时，她也是上司李东明婚姻中的小三——作为情人，她非但没有获得情感与资源的对等回馈，反而在职场层面被进一步压榨，频繁被要求无偿加班，因此被网友调侃为“牛马鸡”。 对于这一“牛马鸡”式小三形象的出现，网友的第一反应是震惊 。社交媒体上最初涌现的大量讨论几乎都在问：现实中真的存在一边高强度打工、一边还主动接受潜规则的人吗？但随着讨论持续发酵，评论区迅速被“现身说...

埃泰克主板IPO审核状态变更为“注册生效” 2026-02-08 17:03:26 来源： 同花顺7x24快讯 分享 文章提及标的 汽车电子 -- 芜湖埃泰克汽车电子（885545）股份有限公司主板IPO审核状态变更为“注册生效”，公司拟融资金额15亿元。

Since becoming Thailand’s third premier in two years in September, Anutin has aligned closely with the military and tapped heavily into nationalistic sentiments awakened by a border conflict with Cambodia. He won power after the ouster of his predecessor, Thaksin’s daughter Paetongtarn Shinawatra, over her handling of the border tensions. She had criticized the military in a leaked phone call with Cambodian strongman Hun Sen, whom she called “uncle”. Anutin alluded to the incident several times in recent rallies, saying he won’t listen to any “uncles” or “daddies” over the border and pledging to defend “every square inch of our land.” He also vowed to protect the monarchy with his life. Anutin at a rally in Bangkok. Photographer: Dario Pignatelli/Bloomberg

近期A股有色金属板块上演“过山车”行情：贵金属带头冲高后出现短期回调，工业金属震荡整理，能源金属与小金属受情绪拖累同步回调。 从高点回调以来， 近7个交易日有色金属板块指数跌幅达15%。 但这波调整核心源于宏观情绪扰动，行业“供给紧平衡+需求稳增长”的核心逻辑未发生根本改变，部分细分品种已呈现错杀特征。 在板块整体震荡调整期，仍有多个细分品种逆势上涨，凸显供需紧平衡的核心支撑：近两周，氧化镨钕上涨12.64%至 75.75 万元/吨，黑钨精矿价格上涨约 25%至 67.3万元/吨。 巨震背后：3大核心因素扰动市场 这波有色板块的剧烈波动，并非基本面反转，而是三重外部因素共振导致的短期情绪宣泄——美联储政策预期调整打破市场共识、负伽马效应放大波动幅度、春节前季节性特征进一步压制风险偏好，三者层层递进引发板块“踩踏式回调”。 1、导火索：沃什被提名，美联储政策预期重构 有色金属（尤其贵金属）对美联储政策高度敏感，核心原因是其价格与实际利率直接挂钩，贵金属无利息收益，实际利率上行时，持有贵金属的机会成本上升，价格往往承压。 而这一轮波动的直接导火索，正是特朗普提名凯文·沃什出任新任美联储主席引发的政策预期反转。 沃什的政策立场是关键：作为前美联储理事，他曾多次强调“货币纪律”，反对过度宽松的货币政策，甚至在过往表态中暗示“优先控制通胀而非激进降息”。 沃什被提名后，市场迅速下调降息预期，且启动时间可能延后。 这种预期变化直接冲击贵金属市场：前期获利丰厚的多头资金（尤其是投机资金）开始集中了结头寸，导致金、银纷纷大跌。 而贵金属作为有色板块的“情绪龙头”，其大幅回调引发市场对整个周期板块的风险偏好下降，工业金属、能源金属等跟随回调，形成“龙头带崩板块”的传导效应。 2、放大器：“负伽马效应”+高杠杆，触发“下跌-抛售”循环 如果说政策预期调整是“点火”，“负伽马效应”就是“火势蔓延”的核心放大器——这一听起来复杂的金融术语，本质是“期权市场与现货市场的共振踩踏”，用通俗的话解释就是： 前期贵金属涨幅显著，大量投机资金通过期货、期权加杠杆入场，推动COMEX黄金非商业净多头持仓处于2025年以来的高位。 同时，芝加哥商品交易所（CME）为防范风险，上调了黄金、白银期货的交易保证金，这直接增加了高杠杆资金的持仓成本，迫使部分资金被动平仓。 而“负伽马效应”在此刻发挥作用：当贵金...

Citizens cut the PT on Oracle Corporation (ORCL) to $285 from $342 – here’s why MSN

财联社2月8日讯（编辑 杨斌 实习生 张泽清） 受宏观经济影响、行业风险暴露以及中小微企业融资需求疲软等因素的影响，部分金融担保机构的代偿规模呈现增长趋势。 财联社据相关渠道数据关注到，近年应收代偿款规模增长加快的金融担保机构达到12家，包括四川发展融资担保股份有限公司、瀚华融资担保股份有限公司、安徽省信用融资担保集团有限公司和江苏省信用再担保集团有限公司等。 来自联合资信近期发布的研报，列示了部分金融担保类公司应收代偿款的情况： 可以看到，应收代偿款增幅较大的机构有四川发展融资担保股份有限公司、瀚华融资担保股份有限公司、安徽省信用融资担保集团有限公司，2025年9月末数据较上年末增幅均超过30%，不过，其中四川发展融资担保股份有限公司应收代偿款规模较小。 从代偿规模来看，应收代偿款规模较大的担保机构分别为安徽省信用担保集团有限公司、湖南省融资担保集团有限公司和广西融资担保集团有限公司，公开资料显示其截至2025年9月末应收代偿款均超10亿元。 “内地小贷第一股”旗下瀚华担保风波不断 金融担保机构的应收代偿款规模反映了其资产质量情况，瀚华担保是其中一家较为典型的公司。 公开资料显示，瀚华融资担保股份有限公司是瀚华金控99%持股的重要子公司，成立于2009年8月，从事融资性担保、履约担保、财产保全担保及法律、法规没有限制的其他担保和再担保业务。 其股东瀚华金控于2014年在香港联交所挂牌上市，是彼时2014年重庆首家金融上市企业，也是国内首家整合融资担保和小额贷款两大业务在港上市的普惠金融机构，曾被誉为“内地小贷第一股”。 公开资料显示，2018年后，随着瀚华金控大股东“隆鑫系”的债务危机爆发，瀚华担保的经营状况也开始进入低谷期。 企业预警通数据显示，自2019至2024年，瀚华担保的营收、净利润持续下滑，营业总收入从2019年的7.5亿元降至2024年的3.98亿元，净利润则由2.47亿元降至0.65亿元。截止2025年6月30日，公司营业收入 1.51亿元，同比下降24.51%；利润总额2708.49万元，净利润 2166.79万元，同比下降73.75%。 2025年，瀚华金控经历了多项重大变动。3月，瀚华金控发布公告，公司最近收到执行董事张国祥及公司秘书任为栋家属的通知，彼等目前均已被采取刑事强制措施，原因与沈阳市公安局对瀚华金控一家非全资附属公司辽宁富安金融资...

2026年刚刚走过一个月，中国都还没有迎来农历新年，这一年的AI战事会是什么基调已经初现端倪。 随着硅谷巨头进入财报周，很明显的信号是新的一年AI投入会加大，光是谷歌母公司Alphabet、Meta、亚马逊、微软四家的相关投入就可能高达6500亿美元，超过以色列一年的GDP总和。 更不要说甲骨文、特斯拉、xAI、OpenAI、Anthropic等玩家也在努力奋进，零零总总加起来，2026年这些公司围绕AI的投入可能要达到7500亿美元了。 更不要提OpenAI还有“八年1.4万亿”的基建承诺，若按照平均值粗略计算进去，这个数字冲着万亿美元去了。 这实在是疯狂。 而在国内，大厂的支出虽然不像硅谷“七巨头”那样夸张，但同样可以看到保持或加大AI投入的决心。头部大厂一年的投入也已经来到了千亿人民币的水平。 最明显的是，距离春节还有几天，腾讯、百度、阿里等大厂就已经迫不及待打起“春节AI红包大战”，承诺的规模已经超过了45亿元。 2026年，注定是AI战事大开大合的一年。 硅谷狂投9250亿美元 硅谷巨头已经“疯”了。 在硅谷“七巨头”中，谷歌母公司Alphabet、微软、Meta、亚马逊四家2026年计划给AI狂投6500亿美元。 最新引发舆论震荡的是亚马逊。 2月5日，亚马逊宣布将2026年与人工智能（AI）相关的资本支出提高近60%至2000亿美元。 这个数字是巨头当中最多的。 目前排名第二的是谷歌母公司Alphabet，其预计2026年资本开支（CapEx）将达到约1750亿至1850亿美元，主要用于AI服务器、算力设备与数据中心基础设施建设。 Meta则预计2026年的支出最高将达到1350亿美元，主要用于AI基础设施建设。 而微软，分析师预测，其在截至6月的财年资本支出将接近1050亿美元。 照此计算，四巨头2026年计划支出6500亿美元，超过以色列一年的GPD总和。 其实去年的支出已经足够惊人，四巨头烧了4100亿美元，没想到今年直接再加两千多亿。 比如Meta，去年在AI项目与基础设施上的支出为720亿美元，意味着今年的投入几乎翻倍。换个角度讲，过去三年，Meta已经狂投1400亿美元，而今年一年的支出就已经快赶上这个数字。 “亿”看多了，都有点快不识数了。 更别说在AI上狂投入的远不止这四家巨头。 甲骨文在去年也因为AI基建股价飞涨，去年9月给出的预计是...

Several years ago, Michael Pollan had a disturbing encounter. The relentlessly curious journalist and author was at a conference on plant behaviour in Vancouver. There, he’d learned that when plants are damaged, they produce an anaesthetising chemical, ethylene. Was this a form of self-soothing, like the release of endorphins after an injury in humans? He asked František Baluška, a cell biologist, if it meant that plants might feel pain. Baluška paused, before answering: “Yes, they should feel pain. If you don’t feel pain, you ignore danger and you don’t survive.” I imagine that Pollan gulped at that point. I certainly did when I read his account of the meeting in his latest book, A World Appears. Where does it leave our efforts at ethical consumption, if literally everybody hurts – including vegetables? Thankfully, Baluška seems to be an outlier. “Plants are down with a lot of our eating,” Pollan tells me, over Zoom from his light-filled office in Berkeley, California, a cliff of books on one side and sweeping views across the bay to the Golden Gate Bridge on the other. He’s a genial presence, his owlish glasses and perfectly smooth head making him seem like the archetypal sage, though a rather spry one (he is 71). “A lot of plants are designed to be” – he corrects himself – “they evolved to be eaten. Grasses, for example, need ruminants.” And as another scientist told him, pain is only useful if you can move quickly. “If you’re a plant, pain would not be of any value. You’re aware that something is chewing on you, but pain only works when you can run away.” We’re having this bizarre conversation because A World Appears is all about consciousness: what is it, who has it, and why. Plants might seem an odd place to start, but Pollan maintains that, as an edge case, they force you to think hard about what you’re really investigating. It was probably the hardest thing I’ve written, but the most rewarding, too A former executive editor of Harper’s Magazine, he has devot...