完美世界（002624）公告，公司股票于2026年2月5日、2026年2月6日和2026年2月9日连续三个交易日收盘价格涨幅偏离值累计超过20%。公司分别于2025年11月28日、2026年1月6日、2026年1月22日、2026年2月7日，披露了《关于公司实际控制人减持股份的预披露公告》(公告编号：2025-048)、《关于实际控制人减持股份触及1%整数倍的公告》(公告编号：2026-001)、《关于实际控制人减持股份触及1%整数倍的公告》(公告编号：2026-003)、《关于实际控制人减持股份实施完成的公告》(公告编号：2026-007)。截至2026年2月6日，本次减持计划（883921）已实施完毕。经核查，股票异常波动期间，公司实际控制人池宇峰先生共减持124.7万股，占本次减持总股数的3.78%。

欧洲央行管理委员会成员Gediminas Simkus表示，政策制定者下一步行动在加息或降息方面的概率均等。 这位立陶宛官员周一表示，经济增长接近潜在水平，但风险平衡随时可能发生变化。 “在当前不确定的国际地缘政治环境下，我们必须做好应对任何情况的准备，”Simkus在维尔纽斯对记者说。“目前加息或减息的可能性相同——各有一半。” Simkus还说：“经济正处于一种微妙的平衡状态，我们现在正在努力维持这种平衡。经济接近潜在水平，我们正处于中性利率水平”。 “如果没有意外情况发生，我们将继续按照预测的路线前进”。 关于欧元，“我不认为我们会因为欧元升值而必须做出决定”。 责任编辑：李肇孚

Horizon Bancorp Inc. IN raised its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 55.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,023 shares of the computer hardware maker's stock after purchasing an additional 4,642 shares during the period. NVIDIA makes up about 1.2% of Horizon Bancorp Inc. IN's portfolio, making the stock its 16th largest holding. Horizon Bancorp Inc. IN's holdings in NVIDIA were worth $2,430,000 as of its most recent SEC filing. Get NVIDIA alerts: Sign Up Other hedge funds have also recently added to or reduced their stakes in the company. Parsons Capital Management Inc. RI raised its stake in NVIDIA by 1.5% in the third quarter. Parsons Capital Management Inc. RI now owns 141,639 shares of the computer hardware maker's stock valued at $26,427,000 after purchasing an additional 2,079 shares in the last quarter. Birinyi Associates Inc raised its position in shares of NVIDIA by 0.4% in the 3rd quarter. Birinyi Associates Inc now owns 109,515 shares of the computer hardware maker's stock valued at $20,433,000 after buying an additional 440 shares in the last quarter. Dynamic Wealth Strategies LLC lifted its holdings in shares of NVIDIA by 8.8% during the 3rd quarter. Dynamic Wealth Strategies LLC now owns 3,271 shares of the computer hardware maker's stock worth $610,000 after acquiring an additional 264 shares during the period. Element Wealth LLC boosted its position in shares of NVIDIA by 18.6% during the 3rd quarter. Element Wealth LLC now owns 6,278 shares of the computer hardware maker's stock worth $1,171,000 after acquiring an additional 985 shares in the last quarter. Finally, Turtle Creek Wealth Advisors LLC increased its stake in NVIDIA by 30.1% in the third quarter. Turtle Creek Wealth Advisors LLC now owns 242,415 shares of the computer hardware maker's stock valued at $45,230,000 after acquiring an additional 56,082 shares during the last q...

Pacific Heights Asset Management LLC lowered its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 9.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 780,000 shares of the computer hardware maker's stock after selling 80,000 shares during the quarter. NVIDIA accounts for 6.4% of Pacific Heights Asset Management LLC's holdings, making the stock its 3rd largest holding. Pacific Heights Asset Management LLC's holdings in NVIDIA were worth $145,532,000 as of its most recent SEC filing. Get NVIDIA alerts: Sign Up Other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank purchased a new position in NVIDIA during the 2nd quarter valued at about $51,386,863,000. Laurel Wealth Advisors LLC lifted its position in shares of NVIDIA by 15,496.1% during the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker's stock worth $3,454,534,000 after purchasing an additional 21,725,326 shares in the last quarter. Massachusetts Financial Services Co. MA boosted its stake in shares of NVIDIA by 25.0% in the third quarter. Massachusetts Financial Services Co. MA now owns 71,720,593 shares of the computer hardware maker's stock valued at $13,381,628,000 after purchasing an additional 14,358,048 shares during the period. State Street Corp grew its holdings in shares of NVIDIA by 1.0% in the second quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker's stock valued at $154,556,803,000 after purchasing an additional 9,554,857 shares in the last quarter. Finally, Geode Capital Management LLC increased its stake in NVIDIA by 1.5% during the 2nd quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker's stock worth $91,150,170,000 after buying an additional 8,521,936 shares during the period. 65.27% of the stock is owned by i...

Should you buy Amazon stock on the dip? Absolutely. Earnings seasons can sometimes be rough. We're seeing it this time around with several AI stocks. Advanced Micro Devices' (AMD +8.32%) and Microsoft's (MSFT +1.90%) shares plunged after its recent quarterly update. Google parent Alphabet's (GOOG 2.48%) (GOOGL 2.53%) stock declined moderately despite reporting impressive results. Amazon (AMZN 5.49%) has now joined the club. Shares of the e-commerce and cloud services giant fell roughly 6% on Friday following the company's fourth-quarter update Thursday evening. I have a prediction, though: Amazon's sell-off will set up a monster rebound in 2026. Expand NASDAQ : AMZN Amazon Today's Change ( -5.49 %) $ -12.22 Current Price $ 210.47 Key Data Points Market Cap $2.2T Day's Range $ 200.31 - $ 211.39 52wk Range $ 161.38 - $ 258.60 Volume 9.8M Avg Vol 44M Gross Margin 50.29 % A classic market overreaction Two factors caused Amazon's decline following its latest quarterly update. First, the company missed Wall Street's earnings estimate. Second investors didn't like that Amazon forecasts capital expenditures of $200 billion this year, a big jump from the 2025 capex of around $132 billion. However, I think Amazon's sell-off reflects a classic market overreaction. Let's start with the earnings miss. To be sure, Amazon's reported earnings per share (EPS) of $1.95 in Q4 was slightly lower than the $1.97 expected by analysts. But it's important to put the company's earnings number in context. Amazon recorded special charges that reduced its operating income by $2.4 billion. By my calculations, these special charges lowered the company's EPS by around $0.22. Also, Amazon's reported revenue of $213.4 billion easily beat Wall Street's estimate of $211.3 billion. I suspect the bigger issue was Amazon's projected capex for 2026. Analysts surveyed by FactSet were expecting capital expenditures in the ballpark of $147 billion. Is Amazon's massive spending increase worrisome? I don't thi...

格隆汇2月9日｜航天宏图公告称，2022年公司向不特定对象发行可转换公司债券10.09亿元，简称“宏图转债”，期限6年，票面利率第一年0.4%，逐年递增至第六年3%，初始转股价格88.91元/股，当前调整为40.94元/股。2026年公司披露2025年业绩预告，预计净利润亏损10.3亿元，扣非后亏损10.8亿元，期末净资产预计为-2.8亿元，公司股票可能被实施退市风险警示。中诚信国际将公司主体及“宏图转债”信用等级由BBB调降至BB+，评级展望负面。

文章提及标的 周大生 -- 新天地 -- 周大生（002867）公告，2026年1月份新增3家自营门店。其中，北京东方新天地（301277）专卖店面积为212.72平方米，总投资金额为2380万元；海口CDF国际免税城专柜面积为79.21平方米，总投资金额为1060万元；杭州萧山万象汇专卖店面积为289平方米，总投资金额为2830万元。新开门店主要经营素金和镶嵌类商品。

格隆汇2月9日｜航运公司马士基周一表示，与江苏民营船企新时代造船(New Times Shipbuilding)签署8艘大型集装箱船的订单，计划于2029年至2030年间交付。据悉，该批船型长366米、宽58.6米，较目前最长的400米集装箱船更为紧凑。

格隆汇2月9日｜据泰晤士报：英国首相斯塔默预计将于周一晚间与工党议员会面，以期重获他们的信任。

It is not a stretch to say that Taiwan Semi has one of the best chances at remaining a titan of tech 20 years from now compared to any of the Mag 7, since it is the most critical, high-tech picks-and-shovels tech stock of all time. The $1.8 trillion market cap powerhouse is poised to be a long-term AI and technology winner, no matter how the technologies evolve and disrupt the economy. TSMC also stands to grow even as the forward-facing AI companies ebb and flow in the coming decades. Taiwan Semi physically builds and manufactures semiconductors. TSMC, therefore, consistently benefits from broad-based technological growth and innovation because chips are the lifeforce behind nearly all technologies, including AI. To top it all off, Taiwan Semi pays a solid dividend, supported by its stellar balance sheet, and it offers solid value compared to the Tech sector, while trading at a 33% discount to its own peaks. Despite climbing 67% in the past year and trading right near its all-time highs, TSMC’s average Zacks price still offers 23% upside from its current levels. TSM stock has crushed the Zacks Tech sector over the past 20 years and the last 12 months. The AI chip maker also stayed above the fray of the recent AI-driven selloff over the last week. The chip maker’s earnings outlook has soared since its Q4 release on January 15 to land Taiwan Semi a Zacks Rank #1 (Strong Buy). TSMC is projected to more than double its sales and earnings between 2024 and 2027 as the AI arms race heats up. Market-movers across tech, from Nvidia to Apple, rely on Taiwan Semi to physically build their most cutting-edge chips for AI and everything else. TSMC is by far the largest semiconductor manufacturer, capturing around a 90% share of all advanced chip manufacturing. Artificial intelligence innovation and technological growth would come to a halt without Taiwan Semi, which is why it’s actively and aggressively expanding outside of Taiwan to address geopolitical concerns. Taiwan Semicond...

For Immediate Release Chicago, IL – February 9, 2026 – Zacks Equity Research shares Taiwan Semiconductor Manufacturing Co. TSM as the Bull of the Day and Eagle Materials Inc. EXP as the Bear of the Day. In addition, Zacks Equity Research provides analysis on BigBear.ai Holdings, Inc. BBAI and Palantir Technologies Inc. PLTR. Here is a synopsis of all four stocks. Bull of the Day: Taiwan Semiconductor Manufacturing Co. is arguably the most important technology firm in the world, making it one of the most surefire buy-and-hold stocks on Wall Street. TSMC is by far the largest semiconductor manufacturer, capturing around a 90% share of all advanced chip manufacturing. Artificial intelligence innovation and technological growth would come to a halt without Taiwan Semi, which is why it’s actively and aggressively expanding outside of Taiwan to address geopolitical concerns. Check out the Zacks Earnings Calendar to stay ahead of market-moving news. Market-movers across tech, from Nvidia to Apple, rely on Taiwan Semi to physically build their most cutting-edge chips for AI and everything else. The chip maker’s earnings outlook has soared since its Q4 release on January 15 to land Taiwan Semi a Zacks Rank #1 (Strong Buy). TSMC is projected to more than double its sales and earnings between 2024 and 2027 as the AI arms race heats up. TSM stock has crushed the Zacks Tech sector over the past 20 years and the last 12 months. The AI chip maker also stayed above the fray of the recent AI-driven selloff over the last week. Despite climbing 67% in the past year and trading right near its all-time highs, TSMC’s average Zacks price still offers 23% upside from its current levels. To top it all off, Taiwan Semi pays a solid dividend, supported by its stellar balance sheet, and it offers solid value compared to the Tech sector, while trading at a 33% discount to its own peaks. Buy AI Chip Stock TSMC Now and Hold Forever Taiwan Semi physically builds and manufactures semiconductors. TS...

Taiwan Semiconductor and Eagle Materials have been highlighted as Zacks Bull and Bear of the Day Yahoo Finance

Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts. Luckily for you, we at StockStory have no conflicts of interest - our sole job is to help you find genuinely promising companies. Keeping that in mind, here is one stock likely to meet or exceed Wall Street’s lofty expectations and two where consensus estimates seem disconnected from reality. Two Stocks to Sell: Wolverine Worldwide (WWW) Consensus Price Target: $21.33 (15.5% implied return) Founded in 1883, Wolverine Worldwide (NYSE:WWW) is a global footwear company with a diverse portfolio of brands including Merrell, Hush Puppies, and Saucony. Why Are We Out on WWW? Flat sales over the last five years suggest it must innovate and find new ways to grow Ability to fund investments or reward shareholders with increased buybacks or dividends is restricted by its weak free cash flow margin of 7.2% for the last two years Shrinking returns on capital from an already weak position reveal that neither previous nor ongoing investments are yielding the desired results Wolverine Worldwide is trading at $18.47 per share, or 14.4x forward P/E. To fully understand why you should be careful with WWW, check out our full research report (it’s free). Janus (JBI) Consensus Price Target: $9.30 (27.8% implied return) Standing out with its digital keyless entry into self-storage room technology, Janus (NYSE:JBI) is a provider of easily accessible self-storage solutions. Why Are We Wary of JBI? Absence of organic revenue growth over the past two years suggests it may have to lean into acquisitions to drive its expansion Sales are expected to decline once again over the next 12 months as it continues working through a challenging demand environment Falling earnings per share over the last three years has some investors worried as s...

格隆汇2月9日｜欧盟委员会公告称，已向Meta发出异议声明，初步认定Meta通过阻止第三方人工智能助手访问和交互WhatsApp用户，违反了欧盟反垄断法规，Meta的行为可能阻碍竞争对手进入或拓展快速增长的人工智能助手市场。 Meta发言人对此回应称，欧盟没有理由干预WhatsApp商务API，市面上存在多种人工智能解决方案，用户可通过应用商店、操作系统、设备、网站及行业合作伙伴获取这些服务。欧盟委员会逻辑错误地认定WhatsApp商务API是这些聊天机器人的关键分发渠道。

The multibillion-dollar deal establishes the chip maker as a supplier of semiconductor technologies and products for Amazon Web Services’s data centers.

格隆汇2月9日｜恺英网络(002517.SZ)公告称，公司拟以集中竞价交易方式回购公司股份，回购资金总额不超过2亿元且不低于1亿元，回购价格不超过36.91元/股。回购股份将用于实施股权激励计划、员工持股计划。

格隆汇2月9日｜天康生物公告，公司2026年1月份销售生猪30.00万头，销量环比增长1.39%，同比增长0.67%；销售收入3.92亿元，销售收入环比增长6.23%，同比下降6.22%。2026年1月份商品猪（扣除仔猪、种猪后）销售均价11.78元/公斤，环比增长10.51%。

Fabrice Cabaud/iStock via Getty Images Investment thesis NEOS S&P 500 High Income ETF ( SPYI ) and JPMorgan Equity Premium Income ETF ( JEPI ) two funds with similar investment philosophies, both offering investors high monthly income, though using different positions and strategies. Analysis of their fundamental similarities and differences reveals that one fund allows investors to find alpha, while the other follows beta. In this case, potential results for SPYI, the more attractive ETF, depend heavily on the market cycle and the continuation of the AI supercycle, as evidenced by the predominance of technology companies in its portfolio. In the same way, while JEPI offers investors a more defensive strategy, having less concentration in the IT sector, they lose out on profits from the market's rapid growth. Fundamental similarities between SPYI and JEPI Perhaps the most significant similarity between SPYI and JEPI is their focus on generating high monthly income. Each fund targets investors with income portfolios who seek returns above the market beta. These are two ETFs that are looking for alpha, although the actual results of this strategy may vary (spoilers: this does not seem to be working very well for JEPI). That's because the funds use an option strategy to achieve this goal, and the distribution of the premium allows them to pay monthly dividends. Furthermore, both SPYI and JEPI share a number of other fundamental characteristics that make them similar ETFs: Firstly, they both use the S&P 500 index as their main benchmark. The portfolio managers invest in large-cap companies on the US market, so their actual results are compared to the performance of the S&P 500. Secondly, neither fund is a pure index fund, since their strategies involve the use of derivative instruments, such as options or their equivalents, that allow them to generate returns from the market volatility index. Thirdly, the use of options (selling call options) means that both funds face ...

格隆汇2月9日｜据河南日报消息，2月9日，河南省委书记、省委金融委员会主任刘宁主持召开省委金融委员会会议。会议强调，要从严从实抓好中央巡视反馈有关问题整改，扛稳政治责任，坚持结果导向，高度关注、跟踪问效，持续发力、协同作战，着力压降不良资产，有效防化中小金融机构风险，同时要把政治监督融入日常、抓在经常，以常态化监督和系统性施治为金融高质量发展清障护航。

文章提及标的 恺英网络 -- 恺英网络（002517）公告，拟以1亿元-2亿元回购公司股份，回购价格不超过36.91元/股。

Morgan Stanley predicts strong future growth for Amazon's (AMZN.US) AWS business and raises its earnings per share forecast for next year by 3%. 富途牛牛

文章提及标的 天康生物 -- 生猪 -- 天康生物（002100）公告，公司2026年1月销售生猪30万头，销量环比增长1.39%，同比增长0.67%；销售收入3.92亿元，环比增长6.23%，同比下降6.22%。2026年1月商品猪销售均价为11.78元/公斤，环比增长10.51%。

Jacqui Smith defends prime minister following resignation of Morgan McSweeney amid Mandelson scandal The Labour MP Andy McDonald told the Today programme this morning that it would be “the end” for Keir Starmer’s leadership if he failed to persuade backbenchers that he will change the way he operates for the better. McDonald said: If [Starmer] doesn’t own the error he’s made, and recognise the problem in front of it and articulate it and tell us how he’s going to deal with it, then I’m afraid it is coming to an end – if not today, but certainly in the weeks and months ahead. He’s got to convince the PLP tonight that he’s got it and a change is necessary. [Claiming] ‘I was badly advised’ is not a good excuse for a leader. Advisers advise, leaders decide. He made a bad decision, he should take responsibility for that … this man said that he was the chief prosecutor for the country, when did he start believing everything that people told him? Peter Mandelson had been sacked twice for unethical behaviour. [Starmer] is allowing someone else to carry the can for a decision that he chose to make. But the real problem is that this country is not being governed. Continue reading...

【記者林浩昇／綜合報導】全球最大電動車電池供應商 CATL（寧德時代） 近日在官方影片中展示了一款新型 5C 超快充電池，聲稱這款電池不僅能支援極快充電速度，在耐久性上也有亮眼表現。根據 CATL 的說法，這組電池在標準條件下可在約 3000 次充放電後仍保持至少 80 % 容量，折算行駛里程約 180 萬公里，甚至可能比許多電動車本身的使用壽命還要長。這代表電動車在未來理論上能在更長時間與更高頻率快充下保持良好電池健康狀況。 此外，CATL 在極端高溫條件下的測試也顯示，其新電池在 60 °C 的極熱情況下，依然能在約 1400 次充放電循環後保持 80 % 容量（約 84 萬 km），顯示這種設計可在熱環境下維持一定壽命。 CATL 表示，這種高耐久性得益於數項技術創新，包括更均勻的正極塗層、一種可修補微裂縫的電解質添加劑，以及一種能在溫度升高時自我調節的隔膜塗層，這些都有助於減少鋰離子電池在快充過程中常見的衰退。新的電池管理系統也可更有效地引導冷卻液至關鍵位置，幫助控制溫度與延長電池包的壽命。 目前 CATL 並未公布具體量產時程或首批採用這款 5C 電池的車款名單，但這類快充電池若能實際落地，對於造車廠與消費者而言意義重大。電動車最大的兩項痛點之一正是「充電時間過長」和「電池壽命不明朗」，若真能兼顧極速充電與長期耐用性，將有助於進一步消弭消費者的里程焦慮與電池衰退疑慮。 不過業界也提醒，目前這類壽命數據主要來自廠商自家測試條件，在不同溫度、充電速率、行駛習慣等現實狀況下，實際表現可能仍會有所差異。更重要的是，這些數值需要經過第三方驗證與長期實車測試，才能最終證明 CATL 的說法是否真的「能夠兌現」。

保利发展（600048）公告，自公司《关于本公司获得房地产（881153）项目的公告》披露以来，公司新增加房地产（881153）项目1个。项目名称为大连市沙河口区马栏南街西侧地块，获取方式为招拍挂，土地用途为住宅，用地面积为63597平方米，规划容积率面积为98830平方米，我方需支付价款为4.42亿元，权益比例为60%。

文章提及标的 保利发展 -- 保利发展（600048）公告，2026年1月，公司实现签约面积73万平方米，同比减少5.45%；签约金额156.17亿元，同比减少13.31%。

格隆汇2月9日｜Truist Securities将Robinhood的目标价从155美元下调至130美元，维持“买入”评级。(格隆汇)