财联社2月10日讯（编辑 夏军雄） 美东时间周一，三大指数集体收涨，在科技股的带领下，纳指涨近1%，道指微涨，再创历史新高，标普500指数上涨0.5%，距离历史高点仅一步之遥。 （标普500指数日内走势，来源：TradingView） 截至收盘，道琼斯指数涨0.04%，报50,135.87点；标普500指数涨0.47%，报6,964.82点；纳斯达克指数涨0.90%，报23,238.67点。 英伟达和博通周一再次表现突出，分别上涨2.5%和3.3%，延续了前一交易日的涨势。另一家人工智能（AI）概念股甲骨文股价上涨9.6%。 此前一周早些时候市场曾遭遇明显抛售，那轮下跌主要由科技股、尤其是软件股领跌所引发。比特币也一度大幅下挫，随后略有回升，反映出投资者一度采取避险姿态。 不过，美股市场在上周五大幅反弹，道指历史性地首次突破5万点。 CFRA Research首席投资策略师Sam Stovall表示：“投资者在想，‘好吧，我们刚刚经历了一次强劲反弹，这种势头能否持续？我现在进场，会不会只是被吸引进去，结果又遭遇重挫，还是说这真的是又一次买入机会？’” 在谈到科技股相对于过去五年平均水平的远期市盈率时，Stovall表示：“我们已经从溢价17%变成了折价8%。你可能会说，‘嗯，这看起来相当不错，也许现在还不到完全撤出科技股的时候。’” 热门股表现 大型科技股多数上涨，英伟达涨2.50%，苹果跌1.17%，微软涨3.11%，谷歌涨0.45%，亚马逊跌0.76%，Meta涨2.38%，特斯拉涨1.51%，博通涨3.31%，甲骨文涨9.64%，奈飞跌0.89%，AMD涨3.63%。 热门中概股涨跌不一，纳斯达克中国金龙指数涨0.12%，阿里巴巴涨0.30%，京东跌0.21%，拼多多涨0.32%，蔚来汽车跌2.98%，小鹏汽车跌1.02%，理想汽车跌3.27%，哔哩哔哩跌2.41%，百度涨0.71%，网易涨0.50%，腾讯音乐跌0.43%，小马智行涨3.49%。 公司消息 【谷歌拟发行200亿美元债券 融资加码AI支出】 谷歌母公司Alphabet计划通过其美元债券发行筹集200亿美元，规模高于最初预计的150亿美元。 知情人士称，Alphabet周一进行的美元债券发行已吸引超过1000亿美元的订单，债券最多分为七个期限部分。期限最长的一部分——到期日为2066年的债券——其...

AndreaAstes/iStock Editorial via Getty Images Shares of Goodyear Tire & Rubber ( GT ) were struggling for direction in Monday’s after-hours trading as a miss on the company’s adjusted profit was partially offset by better-than-expected revenue. After a knee-jerk reaction to the profit miss drove shares as much as 8% lower, most of the loss was reversed, leaving Goodyear ( GT ) shares last trading with a loss of 2%. “While we continue to face challenging industry conditions in the first quarter, we are operating with greater focus and discipline on the elements within our control,” Goodyear CEO Mark Stewart said, adding that fourth quarter results marked the highest segment operating income and margin in more than seven years. To reflect the benefits from its Goodyear Forward initiative—which delivered $192M in benefits in Q4—and favorable price/mix, partially offset by inflation, tariffs, and $227 in “other costs,” Goodyear’s ( GT ) segment operating income increased 9% to $416M. This contributed to an adjusted profit of $0.39 per share, up a penny from a year ago but 10 cents below expectation. Total sales were down less than 1% to $4.9B and exceeded expectations by $50M, with lower sales in North America and Asia Pacific partially offset by a 4.9% increase in EMEA sales. More on Goodyear Tire & Rubber Goodyear: Deleveraging And De-Integration Unlocking Embedded Value Goodyear Tire & Rubber Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Goodyear Tire & Rubber Historical earnings data for Goodyear Tire & Rubber Financial information for Goodyear Tire & Rubber

Available for over a year Today, Keir Starmer has addressed his MPs and seems to have rallied some support after Scottish Labour leader Anas Sarwar called for him to quit. In a press conference in Glasgow, Sarwar emphasised his concerns for Scotland ahead of the May elections, and told reporters “the leadership in Downing Street has to change". The move prompted statements supporting the prime minister from cabinet ministers and other key labour figures including potential rivals Angela Rayner and Wes Streeting. The PM has been facing mounting pressure in recent days with two of his top aides Tim Allen and Morgan McSweeney resigning following the aftermath of revelations about the appointment of former US ambassador Peter Mandelson. James and Alex are in for Adam to talk through what it all mean. You can now listen to Newscast on a smart speaker. If you want to listen, just say "Ask BBC Sounds to play Newscast”. It works on most smart speakers. You can join our Newscast online community here: https://bbc.in/newscastdiscord Get in touch with Newscast by emailing newscast@bbc.co.uk or send us a WhatsApp on +44 0330 123 9480. New episodes released every day. If you're in the UK, for more News and Current Affairs podcasts from the BBC, listen on BBC Sounds: https://bbc.in/4guXgXd Newscast brings you daily analysis of the latest political news stories from the BBC. The presenters were Alex Forsyth and James Cook. It was made by Anna Harris with Shiler Mahmoudi, Chloe Scannapieco and Sophie van Brugen. The technical producer was Hannah Montgomery. The assistant editor is Chris Gray. The senior news editor is Sam Bonham. Programme Website

The Dow Jones Industrial Average clinched a new closing high amid a technology-led advance, ahead of Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

Alphabet (GOOGL) recently posted robust fourth-quarter and full-year results, with its annual revenue surpassing the $400 billion mark for the first time in its history. Growth accelerated across Alphabet’s core businesses, driven largely by artificial intelligence (AI)-led capabilities, while its backlog expanded meaningfully. While its strong Q4 performance should have propelled the stock higher, Alphabet’s share price instead lost steam. The primary reason is due to investor concern over capital expenditures (capex). As Alphabet continues to deepen its AI capabilities and scale infrastructure to meet rising demand, management has guided for a substantial increase in spending. Capex is expected to reach between $175 billion and $185 billion in 2026, nearly double the $91.5 billion invested in 2025, with spending set to ramp up as the year progresses. Higher capex will drive faster depreciation growth, beginning in the first quarter of 2026 and increasing meaningfully over the full year. As a result, free cash flow is likely to come under pressure, creating a headwind that the market is already factoring into the stock’s valuation. The muted reaction post Alphabet’s solid Q4 results suggests that investors were not comfortable with the scale of the spending increase. However, this pushback does not undermine the long-term investment thesis. The elevated capex is due to Alphabet’s strategy to defend and expand its leadership in AI, cloud computing, and digital advertising, areas that continue to show strong demand and long-term growth potential. While the near-term impact on free cash flow may weigh on sentiment, Alphabet’s underlying business strength, accelerating growth, and strategic positioning in AI support its investment case. Alphabet to Sustain Strong Growth in 2026 Alphabet has faced investor skepticism about its high capex guidance for 2026. Yet, the company’s latest results and outlook suggest GOOGL stock remains a compelling investment. Its aggressive i...

在美國買賣的港股預託證券與本港收市比較，造價普遍較高。 滙豐控股收市折合141.82元，比本港收市高2.52元。工商銀行6.54元，高2仙。建設銀行8.1元，高2仙。友邦保險87.25元，高0.9元。港交所422.87元，高4.27元。 騰訊控股561.22元，高1.22元。阿里巴巴159.26元，高1.36元。理想汽車71.72元，低0.23元。金沙中國18.7元，高7仙。長和65.27元，高2仙。

We Are/DigitalVision via Getty Images Investment Overview The stock of Durham, North Carolina-based biotech Humacyte, Inc. ( HUMA ) is buoyant today—up ~28% at the time of writing, with a share price of $1.2 and a market cap of $236m—on news that, according to a press release : the recently adopted FY 2026 U.S. Department of Defense (DoD) Appropriations Act includes dedicated funding to support the evaluation and incorporation of biologic vascular repair technologies for the warfighters suffering from traumatic vascular injuries. The FY2026 National Defense Authorization Act (NDAA), enacted in December 2025, stated in report language that DoD should “integrate FDA-approved breakthrough vascular repair technologies in traumatic extremity arterial injury repair, providing an off-the-shelf, biologically active vascular conduit when autologous vein harvesting is not feasible.” In doing so, lawmakers demonstrated that they recognize and understand the need for human-derived bioengineered vessels to save life and limb on the battlefield. Humacyte is grateful to see Congress express even greater support for this medical innovation by designating appropriated funds to advance the goal of making this groundbreaking technology available to service members. Humacyte notes that its product Symvess— approved in December 2024—“is the only human-derived bioengineered blood vessel approved by the U.S. Food and Drug Administration (FDA).” I have covered Humacyte in a few previous notes for Seeking Alpha, firstly in May 2024, issuing a Buy rating , with the stock trading at $6.8 per share. Although the stock did rise >$8.5 per share shortly after, frustrating delays to the approval of Symvess saw the stock drop to ~$4 per share in December 2024 (the product initially looked set for approval in August, but the FDA delayed its decision). I gave the stock a Hold rating in mid-December 2024—the eventual approval of Symvess that month briefly ignited the share price, but a few months late...

美国总统特朗普：如果美联储主席提名人凯文·沃什能够发挥自己的能力，美国经济可以增长15%。（福克斯商业新闻） 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。

Check out the companies making headlines after hours. ON Semiconductor — The semiconductor supplier dropped nearly 6% after posting fourth-quarter revenue of $1.53 billion, missing the LSEG consensus estimate of $1.54 billion. On the other hand, earnings of 64 cents per share, on an adjusted basis, topped the forecasted 62 cents per share. Upwork — Shares of the online marketplace for freelancers tumbled 22% after disclosing active clients at the end of 2025 was 785,000, down from 832,000 at the end of the prior year. Upwork also posted current-quarter revenue guidance in the range of $192 million to $197 million, below the $201 million consensus estimate from LSEG. Current-quarter adjusted earnings guidance also missed estimates. Chegg — The online tutoring company dropped 5%, after posting fourth-quarter adjusted EBITDA of $12.9 million. That's down from roughly $37 million i n the year-ago period. Revenue of $72.7 million was down 49% year over year. Aecom — Shares of the construction engineering company gained about 3% after Aecom posted first-quarter earnings of $1.29 per share, on an adjusted basis, on revenue of $1.85 billion. That bested the earnings of $1.17 per share on revenue of $1.76 billion expected by analysts polled by FactSet. Cincinnati Financial — The property and casualty insurer dipped 1% even after posting fourth quarter operating earnings of $3.37 per share, topping the FactSet consensus estimate of $2.90 per share.

Quarterbacks grab all the headlines, for good or bad, but they simply cannot do it all by themselves in this ultimate team sport. Tom Brady regularly had, and needed, a top-10 defence on his side to win Super Bowls, while Patrick Mahomes lost two of them because he was soundly beaten up by opposing defences. In Seattle, Darnold found the perfect storm of a team on the up and a defensive head coach assembling a crack unit that would go on to dominate the NFL, needing just a solid quarterback to steer the offence. Having the league's leading receiver Jaxon Smith-Njigba and Super Bowl MVP running back Kenneth Walker also helped, and plenty will say Darnold did not have to do much. He became the first quarterback to enjoy successive 14-win seasons with two different teams - only Brady had managed it with one - but still there were questions as he led the league in turnovers, giving the ball away 20 times. Around 80% of play-off games are won by teams with the fewest turnovers. In Super Bowls the record was 40-7 when winning the turnover battle. Darnold has the fourth most giveaways in the NFL since being drafted (106) despite spending two years as a back-up, so once again he had to prove himself as he was written off as a liability before even entering the post-season. The response was remarkable as Darnold's Seattle became the first Super Bowl champions without a single turnover in the play-offs. He answered the mental questions of facing the Rams again with 346 yards and three touchdowns, before doing just enough in the Super Bowl itself. Was it flashy? No. MVP worthy? Not even close. But Darnold, now 28, did what he had to - he kept hold of the ball, made plays when needed and managed the game without ego or trying to be the hero. No quarterback has won a Super Bowl having played for five teams before, but then no quarterback has been counted out so many times and got back to the top. Luck has played a part, teams like Minnesota and Seattle took a chance and the Seah...

格隆汇2月10日｜麦格理集团第三财季的利润表现得到了大宗商品及全球市场部门以及资产管理业务强劲表现的有力支撑。根据周二发布的一份公告，该集团银行与金融服务部门的利润贡献在其他方面表现为“略有上升”。截至2025年12月31日，麦格理资产管理的资产管理规模为7361亿澳元，较9月30日增长3%。在麦格理发布此项业绩之前，摩根大通和高盛集团等美国同行已从交易撮合和市场活动的丰收年中受益。

The Carlyle Group's Jeff Currie says the oil and metals markets are “substantially underinvested” and have significant upside. “If you are having to scrape the data to find evidence of the glut, it is not an oil supply glut,” Currie said on "Bloomberg The Close." (Source: Bloomberg)

日本首相高市早苗領導的自民黨，在眾議院選舉中大勝。日圓匯價持續反彈。 日本眾議院選舉塵埃落定，執政聯盟獲勝。政治不確定性消除，加上市場憧憬首相高市早苗會強化財政刺激政策。日圓兌一美元突破156水平，升上155水平。每百日圓兌港元重上5算。 日本財務大臣片山皋月表示如有必要，會與金融市場溝通，並暗示會隨時干預匯市，重申正密切關注金融市場。高盛指，出手干預匯市或會引發日圓反彈，但中期結構性壓力仍然存在。日本選舉結果強化財政擴張的方向，除非日本央行未來加息步伐加快，否則日圓兌一美元或跌穿160關口。

日本首相高市早苗領導的自民黨，在眾議院選舉中大勝。日圓匯價持續反彈。 日本眾議院選舉塵埃落定，執政聯盟獲勝。政治不確定性消除，加上市場憧憬首相高市早苗會強化財政刺激政策。日圓兌一美元突破156水平，升上155水平。每百日圓兌港元重上5算。 日本財務大臣片山皋月表示如有必要，會與金融市場溝通，並暗示會隨時干預匯市，重申正密切關注金融市場。高盛指，出手干預匯市或會引發日圓反彈，但中期結構性壓力仍然存在。日本選舉結果強化財政擴張的方向，除非日本央行未來加息步伐加快，否則日圓兌一美元或跌穿160關口。

愛潑斯坦案｜安德魯涉嫌洩密 英王查理斯三世稱準備好協助警方調查 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】英王查理斯三世表示，準備好就警方可能調查弟弟安德魯涉嫌向美國淫媒富商愛潑斯坦洩密提供協助。 英王查理斯三世乘坐王室專用列車前往蘭開夏郡出席活動，在火車站外與民眾交流，有人問起被褫奪王子頭銜的安德魯捲入愛潑斯坦案的事。查理斯三世當時沒有回應，白金漢宮發聲明指查理斯三世已透過言語和前所未見的行動，清楚表明深切關注對安德魯的指控，雖然理應由安德魯親自回應，但一旦警方跟王室聯絡，王室準備好隨時提供協助。重申查理斯三世和王后卡米拉始終關注所有受虐待的人。 肯辛頓宮亦發聲明，指王儲威廉夫婦對美國司法部近期公開的愛潑斯坦案文件深表關注，強調始終聚焦關心受害人。 泰晤士河谷警察局早前收到反英國君主組織舉報，指控安德魯在2001至2011年擔任貿易特使期間，向美國已故淫媒富商愛潑斯坦洩露機密資訊，警方正評估相關證據。 最新公開文件顯示，安德魯2010年曾以電郵向愛潑斯坦分享訪問香港及新加坡等亞洲地區的行程及報告，可能涉及機密投資資訊。

OpenAI ( OPENAI ) confirmed on Monday that it will begin testing advertisements inside its near-ubiquitous ChatGPT AI chatbot, starting today. “The test will be for logged-in adult users on the Free and Go subscription tiers. Plus, Pro, Business, Enterprise, and Education tiers will not have ads,” the company said on its website. “Ads do not influence the answers ChatGPT gives you, and we keep your conversations with ChatGPT private from advertisers. Our goal is for ads to support broader access to more powerful ChatGPT features while maintaining the trust people place in ChatGPT for important and personal tasks. We’re starting with a test to learn, listen, and make sure we get the experience right.” “Our goal is to give everyone access to ChatGPT for free with fewer limits, while protecting the trust they place in it for important and personal tasks,” OpenAI added in a post on X. ChatGPT Go is priced at $8 per month in the U.S., compared to ChatGPT Plus and ChatGPT Pro, which are priced at $20 and $200 per month, respectively. The Microsoft ( MSFT )-backed OpenAI ( OPENAI ) said earlier this year that it would begin testing ads inside ChatGPT shortly. OpenAI’s CEO of Applications Fidji Simo has been looking for someone to oversee monetization efforts, including bringing advertising to ChatGPT. It was reported in September that Simo had met with potential candidates, including some of her former colleagues from Facebook ( META ) to lead a new team that will bring ads to ChatGPT. OpenAI's confirmation comes one day after competitor Anthropic ( ANTHRO ) aired a pair of TV spots during the Super Bowl that poked fun at the coming insertion of ads. Those spots appeared to resonate with consumers —TV measurement company EDO said Anthropic's spots generated more searches and website visits than OpenAI’s three advertisements, signaling a shift in how AI companies are competing for mainstream users. More on OpenAI, Microsoft and Anthropic Microsoft Risks Losing Dominance As ...

Michael H/DigitalVision via Getty Images Right now, there is a lot of uncertainty when it comes to LKQ Corporation ( LKQ ). The company is actively selling off assets, and it recently initiated a strategic review to find ways that maximize shareholder value. The market has not taken this well. In fact, since I called the company a "Buy" in October 2023, the stock has fallen by 31.5%. The S&P 500 is up 59.1% over that same window of time. While I can appreciate the fact that the market is hesitant because of all the changes that management is putting the company through, I believe that these activities by the firm could prove to be good catalysts to propel shareholder value even higher. Add on top of this how cheap the stock already is, both on an absolute basis and relative to other companies that have similarities to it, and I firmly believe that maintaining a bullish outlook is appropriate here. Hopefully, investors will have some additional insight soon. After all, during times of significant change, uncertainty creates hesitation and even pessimism in the market. The good news is that management will be announcing financial results covering the final quarter of the company's 2025 fiscal year on Feb. 19. I am eager to see how the business will perform. Leading up to that point, analysts actually seem a bit pessimistic. But the bigger thing to look for will be any decisions that the company makes regarding the structure and fate of the enterprise. Taking a Fresh Look at LKQ Corporation For those not familiar with LKQ Corporation, the company serves as a global distributor of vehicle products. Examples of what it focuses on include replacement parts, components, and systems that are used in the repair and maintenance of vehicles, and even specialty aftermarket products and accessories. Normally, I don't care for the automotive space. But I do love firms like this. Operationally speaking, they benefit so long as vehicle unit sales increase. And they are often underv...

全球财经媒体昨夜今晨 共同关注的头条新闻主要有： 1、 美国将下调对孟加拉国的对等关税 并为纺织品提供新豁免 2、 英国内阁全员表态支持 首相大位岌岌可危的斯塔默暂获喘息 3 、 FDA：诺和诺德减肥药Wegovy电视广告存在“虚假或误导性”宣传 4 、 认购需求空前旺盛 Alphabet料通过发行美元债筹资200亿 5、 高盛称对冲基金创纪录增持美股空头头寸 信息技术板块成抛售重灾区 6、 美联储理事沃勒：特朗普引发的加密货币热潮可能正在消退 美国将下调对孟加拉国的对等关税 并为纺织品提供新豁免 白宫周一表示，美国正着手下调对孟加拉国商品征收的所谓对等关税，并为纺织品提供新的豁免。 美国总统唐纳德·特朗普将把对孟加拉国的整体对等关税降至19%，美国已在去年将该税率从37%降至20%。协议还包含一项机制，允许特定纺织品获得关税全面豁免，这将为孟加拉国的服装业带来支持。 孟加拉国临时领导人Muhammad Yunus在社交媒体发文称，该机制将适用于“使用美国生产的棉花和人造纤维的部分孟加拉国纺织和服装产品”。 英国内阁全员表态支持 首相大位岌岌可危的斯塔默暂获喘息 基尔·斯塔默的内阁成员周一纷纷对这位英国首相表示支持，这为他稳住岌岌可危的首相之位争取了时间。此前，苏格兰工党领袖呼吁他辞职。 苏格兰工党领袖Anas Sarwar出面表态后的一个小时内，内阁全部成员陆续公开表态支持斯塔默。被广泛视为最有可能对斯塔默党内领导权发起挑战的卫生大臣韦斯·斯特里廷以及前副首相安杰拉·雷纳也发声表示支持。 斯特里廷周一在天空新闻的旗舰政治播客节目中表示，人们应该“给基尔一个机会”。雷纳在X发帖写道，她对斯塔默“全力支持”，并表示“最糟糕的回应就是玩弄党派政治或派系博弈”。副首相戴维·拉米、财政大臣蕾切尔·里夫斯、国防大臣约翰·希利及内政大臣谢巴娜·马哈茂德也相继在X发帖表态支持。 在内阁迅速出面为斯塔默稳住局面之前，局势一度十分危急。在Sarwar发声前，一些工党后座议员已经呼吁首相承担责任，因他尽管已知曼德尔森与被定罪的杰弗里·爱泼斯坦关系密切，但仍在2024年底对其任命。 FDA：诺和诺德减肥药Wegovy电视广告存在“虚假或误导性”宣传 美国食品药品监督管理局（FDA）表示，诺和诺德为其新上市的减肥药 Wegovy 投放的电视广告，就该药物的疗效及对患者的益处作出了 “虚假或...

Gabelli Funds CO-CIO Chris Marangi discusses the recent launch of the firm’s sports and media-focused ETF. He explains the fund’s strategy of investing in publicly traded companies benefitting from major sport events such as Comcast and Rogers Communications, while emphasizing liquidity and transparency over private investments. The fund avoids controversial betting stocks and does not hedge currency. He speaks with Scarlet Fu, Katie Greifeld and Eric Balchunas on ‘ETF IQ.’ (Source: Bloomberg)

Micron Technology Options Spot-On: On February 9th, 321.9K Contracts Were Traded, With 2.38 Million Open Interest 富途牛牛

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