騰訊控股(00700)出現大手賣出1.63萬股，成交價$549.5，涉資895.685萬 AASTOCKS.com

来源：环球市场播报 据报道，谷歌母公司Alphabet旗下的Waymo已在美国纳什维尔的自动驾驶测试车辆中移除了人类安全驾驶员，该公司正朝着在该市推出无人驾驶出租车服务更进一步。 Waymo已在纳什维尔进行了数月测试，计划今年与Lyft(16.61,0.15,0.91%)合作在当地推出无人驾驶出租车服务。初期用户将直接通过Waymo应用叫车，服务扩容后，也可通过Lyft应用呼叫其自动驾驶车辆。Lyft表示，将通过旗下全资子公司Flexdrive负责车队相关服务，包括车辆整备与维护、充电基础设施及场站运营。 Waymo近期加速无人驾驶出租车业务扩张，目前已在亚特兰大、奥斯汀、洛杉矶、迈阿密、旧金山湾区和凤凰城提供商业服务，并在达拉斯、休斯顿、圣安东尼奥和奥兰多部署无人驾驶测试车队。 该公司在每个新市场均采用相同的落地策略：首先以小规模车队人工驾驶完成城市地图绘制，随后配备人类安全操作员进行路测，最终进入完全无人驾驶测试阶段（通常先面向内部员工开放），之后正式推出商用无人驾驶出租车服务。

Tesla Inc.'s (NASDAQ:TSLA) VP of IT and AI Infrastructure, Raj Jegannathan, has departed the company after 13 years. Raj Jegannathan Leaves Tesla Jegannathan, in a post on LinkedIn on Monday, shared the announcement, calling his time with the automaker "continuous evolution." Jegannathan also hailed the automaker for letting him be a part of building, designing and operating one of the "world’s largest AI clusters." He thanked his colleagues at Tesla in the post, but did not mention his plans for the future, nor whether he had taken an opportunity elsewhere. "Thank you Tesla for this wonderful opportunity!" Jegannathan said at the end. Raj Jegannathan At Tesla Last year, the VP had been tasked with overseeing sales in North America following several departures in key positions at the company. Jegannathan lacked any previous sales experience, with most of his expertise in the IT and data function sectors. In November, the VP confirmed that Tesla would also let customers gift the automaker's Full Self-Driving (FSD) subscriptions to others towards the holiday season in the U.S. Tesla's New FSD Rules Speaking of FSD, the automaker recently announced updated FSD free transfer terms, which would allow customers to avail the offer as long as they have placed their orders by 31st March, 2026. Tesla's earlier terms dictated that the customers would need to take delivery of their new vehicles by the March 31 deadline to qualify for the free FSD transfer offer. The rule changes come as the automaker has bolstered its push towards autonomous capabilities, with CEO Elon Musk touting the idea of an “Optimus Academy” to train the humanoid robots in a similar way to its self-driving training practices. Benzinga Edge Rankings show that Tesla scores well on the Momentum metric and offers a favorable price trend in the Long Term. Price Action: TSLA surged 1.51% to $417.32 at market close on Monday. Check out more of Benzinga’s Future Of Mobility coverage by following this link. Photo ...

来源：金十数据 虽然道琼斯工业平均指数在上周五首次突破50000点大关并刷新纪录，但一位领先的金融策略师警告称，交易大厅的数据掩盖了普通民众面临的严峻现实。在2月9日发布的一份最新报告中，摩根资产管理首席全球策略师戴维·凯利（David Kelly）对全美的财务健康状况给出了严厉的评估。 他写道：“这是一个消费疲软、就业增长乏力且民意低迷的经济体。”他明确反驳了近期由科技股带动市场反弹所引发的乐观情绪。 凯利在报告中强调，所谓的“泡沫化”股市（受流动性和大型科技股业绩支撑）与挣扎于结构性衰退压力下的疲软实体经济之间存在明显脱节。虽然金融头条都在庆祝股市的历史高点，但凯利指出，数据表明底层经济未能惠及普通的美国家庭。 “疲软的消费” 凯利的分析将第一季度的开局描述为“动荡”，其特点是消费者活动显著萎缩。他认为，如果剔除退税或可能实现的“关税返还支票”带来的临时提振，实体经济的增长动力似乎正在停滞。 特朗普总统曾提议向美国人发放2000美元的支票作为返还，以抵消关税对经济的影响。但有预测显示，其成本将是关税收入的两倍。由于财政部长贝森特在12月将关税称为“不断缩小的冰块”，关税返还的构想在国会似乎已胎死腹中。 凯利的观点并非空穴来风。数据描绘了零售和服务业令人担忧的前景。1月的轻型汽车销量暴跌至1490万辆的年化水平，创下3年多来的月度新低。同时，作为消费支出风向标的旅游业也陷入停滞；1月运输安全管理局（TSA）的数据毫无增长，酒店入住率同比下降1%。 房地产市场的前景或许最为令人不安。全美住宅建筑商协会的数据显示，潜在购房者的流量依然非常疲软，指数降至23（该指数高于50表示建筑商看好市场）。另一方面，租赁空置率已攀升至7.2%，创下2017年以来的最高水平。 凯利辩称：“简言之，尽管股市繁荣且科技板块的资本支出飙升，但实体经济的大部分领域依然非常缓慢。” “乏力的就业增长” 尽管现任政府承诺实现强劲增长，但劳动力市场正显现出疲态。凯利将目前的动态描述为“低招聘、低解雇、低增长”，这与鲍威尔此前的评论遥相呼应。 职位空缺数已跌至5年低点，从11月的690万个降至12月的650万个。虽然裁员规模相对受限，但创造就业的引擎已经哑火。认为“工作机会充足”与“找工作困难”的劳动者比例差距已缩小至2021年2月以来的最低点。 凯利认为，这种停滞的一个重要驱动因素是人口统计学危机...

施紀賢獲內閣力撐暫保相位 指將帶領工黨迎戰下屆大選 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】備受下台壓力的英國首相施紀賢表示會帶領工黨迎戰下屆大選。 英國首相施紀賢：「我絕對不會背棄獲賦予去改變這個國家的使命，我絕對不會背棄我需捍衛的人民，我絕不會背棄我深愛的國家。」 施紀賢出席社區活動時，承諾會為勞動階層奮鬥，提到真正的鬥爭不在工黨內部，而是對抗右翼政黨，又稱對自己的多元化內閣感到自豪。他較早前亦感謝內閣大臣發聲支持他。英國廣播公司的分析指出，施紀賢近日瀕臨下台，但在多名內閣成員力撐下，暫時保住相位。

阿斯利康（AZN）发布2025全年财报，全球总营收达587.39亿美元，同比增长8%，阿斯利康（AZN）中国2025年总营收达66.54亿美元，同比增长4%，生物制药、肿瘤、罕见病三大业务领域均实现增长。今年1月29日，阿斯利康（AZN）宣布到2030年将在中国投资逾1000亿元人民币(150亿美元)，以扩大在药品生产与研发领域的布局。

File photo: Zhang Jianhua. China’s sweeping crackdown on corruption within its powerful military-industrial complex intensified Tuesday as prosecutors indicted a former senior defense official, marking the latest escalation in a years-long purge of the country’s aerospace and armaments sectors. The Supreme People’s Procuratorate said Tuesday that Zhang Jianhua, the former deputy director of the State Administration of Science, Technology and Industry for National Defense, or SASTIND, faces charges of bribery and utilizing his influence to accept illicit payments. The case has been transferred to the Dazhou Intermediate People’s Court in the southwestern province of Sichuan for trial.

北京脑科学与类脑研究所资深研究员、智冉医疗创始人方英领衔的科研团队成功研制出一款兼具高通（QCOM）量信号采集与生物力学顺应性的可拉伸柔性电极，该技术解决了脑机接口（886047）技术中传统柔性电极在应对大脑动态运动时易移位、易脱出的瓶颈问题，为侵入式脑机接口（886047）技术的长期稳定性提供了底层解决方案。该成果于2月5日发表于国际学术期刊《自然.电子学》。(科创板日报)

格隆汇2月10日｜美国12月零售销售月率将于今晚21:30率先公布，揭晓美国年末消费活力与经济复苏韧性。市场预计零售销售将环比上涨0.4%，延续增长态势。此外，本周三和周五晚上还将陆续公布美国1月非农和CPI报告，敬请留意。

格隆汇2月10日｜有投资者在互动平台向久日新材提问：公司用于储存芯片的光刻胶产品，客户开发怎么样，出货了吗？久日新材回复称，目前公司用于储存芯片的光刻胶产品处于开发客户阶段。

In this article KER-FR MC-FR OR-FR Follow your favorite stocks CREATE FREE ACCOUNT Customers shop at a GUCCI luxury store in Shanghai, China. Cfoto | Future Publishing | Getty Images Kering said it expects a return to growth this year even as it posted another quarter of sales declines on Tuesday, with its biggest sales driver, Gucci, continuing to lag in new CEO Luca de Meo's first quarter at the reins. Shares jumped over 13% shortly after the opening bell. The company, which also owns brands Yves Saint Laurent, Bottega Veneta and Balenciaga, said fourth-quarter sales fell 3% on a comparable basis to 3.9 billion euros ($4.64 billion), a slight beat according to FactSet estimates. Its flagship label Gucci, posted a 10% decline on a comparable basis in the quarter, also slightly better than consensus, while the other houses posted flat or moderate growth year-on-year. "2025 was not the year we wanted," CEO Luca de Meo said on an earnings call. "It didn't reflect the full potential of Kering, and we all know it." In 2025, sales fell 10% to 14.7 billion euros. Recurring operating income was down 33% from last year, with its operating margin also declining to 11.1% in the period as a result of weaker sales. This is a breaking news story. Please refresh for updates.

馬克龍抨擊特朗普 斥意圖令歐盟解體 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】法國總統馬克龍指出美國總統特朗普希望歐盟解體，除非歐盟減少依賴超級大國，否則可能會在3年內被中美「掃到一邊」。 馬克龍接受多家歐洲報章訪問，稱在格陵蘭和科技監管問題上，歐美關係仍然緊張，當歐洲面對明顯的侵略行為，不應屈服或試圖和解，過去數月已嘗試這項策略但不見效；歐洲亦正受兩大危機夾擊，貿易上面對大量中國貨競爭，並要應付時刻不穩定的美國，不能因為危機稍為緩和就鬆懈；又指歐盟在安全、AI和量子計算方面需加強投資，不能比中美遜色。

Richard Drury/DigitalVision via Getty Images Key Takeaways Markets: U.S. equities delivered resilient but volatile performance in the fourth quarter. While major indexes remained close to all-time highs, market conditions shifted meaningfully beneath the surface. The S&P 500 Index returned 2.7% during the quarter, while the benchmark Russell 3000 Index advanced 2.4% while the Midcap Growth Index declined 3.7%. Contributors: Coherent ( COHR ), Expedia ( EXPE ), Charles River Labs ( CRL ) and not holding Meta Platforms ( META ). An overweight to health care. Detractors: MercadoLibre ( MELI ), ServiceNow ( NOW ), Doximity ( DOCS ) and not owning Alphabet ( GOOGL ). Stock selection in health care, information technology and industrials. Outlook: We are strong believers that innovation and secular trends endure — in fact they usually emerge from soft patches in the economy even stronger. Performance Review The Fund underperformed the benchmark gross of fees, hurt a leadership shift away from growth stocks and a flight to quality that favored larger cap companies. Disruptors in the health care sector bore the brunt of the rotation with Doximity, a digital platform serving physicians, and Surgery Partners, an operator of outpatient surgery centers, trading sharply lower through heightened volatility. Latin America e-commerce platform MercadoLibre remained weak due to concerns over the investment level needed to fend off increasing competition in Brazil. Enterprise software maker ServiceNow sold off over fears that large language models could threaten long-term demand. While we believe companies are making appropriate investments to augment their software offerings using AI, we significantly reduced our exposure to application software with the sales of Monday.com, Datadog and Klaviyo as the time to monetize these investments is taking longer than anticipated. Coherent rerated on sustained demand for optical networking and laser-based technologies tied to data center connec...

Innovative Industrial Properties just might turn things around this year. There hasn't been much good news for Innovative Industrial Properties (IIPR 0.81%) lately. Shares of the cannabis-focused real estate investment trust (REIT) have plunged more than 60% below the peak set in the third quarter of 2024. One of the few bright spots for Innovative Industrial Properties is its dividend, which currently yields an astronomical 15.7%. Could this beaten-down REIT stock provide something other than its dividend for investors to celebrate and soar in 2026? Three positive factors for this cannabis REIT I think there are three positive factors for Innovative Industrial Properties that give investors reason to be cautiously optimistic about 2026. First, analysts project that the company will return to growth this year. Granted, the growth will likely be slight. The consensus revenue estimate of $269.7 million is only around 1.5% above the anticipated revenue for 2025. However, a year-over-year gain is much better than the revenue declines that Innovative has experienced recently. Second, the rescheduling of marijuana to Schedule III could benefit Innovative Industrial Properties in 2026. In particular, rescheduling could help some of the REITs tenants by eliminating Section 280E of the tax code. This section has prevented cannabis operators from deducting standard business expenses. Removal of this limitation would boost marijuana stocks and their financial positions -- along with their ability to pay rents due to Innovative. Third, Innovative Industrial Properties' valuation could look significantly more attractive to investors in a more favorable regulatory climate. The stock trades at 11.4 times forward earnings. Some discounted cash flow models also suggest its intrinsic value is well above the current share price. Expand NYSE : IIPR Innovative Industrial Properties Today's Change ( -0.81 %) $ -0.40 Current Price $ 48.26 Key Data Points Market Cap $1.4B Day's Range $ 47....

Key Points Innovative Industrial Properties' stock has declined significantly since the third quarter of 2024. Factors that could propel a rebound in 2026 include a return to revenue growth and regulatory changes. However, this cannabis REIT remains a risky proposition. 10 stocks we like better than Innovative Industrial Properties › There hasn't been much good news for Innovative Industrial Properties (NYSE: IIPR) lately. Shares of the cannabis-focused real estate investment trust (REIT) have plunged more than 60% below the peak set in the third quarter of 2024. One of the few bright spots for Innovative Industrial Properties is its dividend, which currently yields an astronomical 15.7%. Could this beaten-down REIT stock provide something other than its dividend for investors to celebrate and soar in 2026? 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 » Three positive factors for this cannabis REIT I think there are three positive factors for Innovative Industrial Properties that give investors reason to be cautiously optimistic about 2026. First, analysts project that the company will return to growth this year. Granted, the growth will likely be slight. The consensus revenue estimate of $269.7 million is only around 1.5% above the anticipated revenue for 2025. However, a year-over-year gain is much better than the revenue declines that Innovative has experienced recently. Second, the rescheduling of marijuana to Schedule III could benefit Innovative Industrial Properties in 2026. In particular, rescheduling could help some of the REITs tenants by eliminating Section 280E of the tax code. This section has prevented cannabis operators from deducting standard business expenses. Removal of this limitation would boost marijuana stocks and their financial positions -- along with their ability to pay ...

格隆汇2月10日｜天顺风能公告，公司海工板块全资子公司2025年12月至今新签订或中标海工导管架、单管桩等订单累计约8.7亿元。主要订单项目包括金风科技浙江温州平阳1号海上风电项目、中广核阳江帆石二海上风电场项目以及其他项目。

文章提及标的 一品红 -- 一品红（300723）公告，2025年12月，公司参股公司美国Arthrosi与Sobi美国签署并购协议，Sobi美国拟以9.5亿美元首付款，以及最高达5.5亿美元的临床、注册和销售里程碑付款收购Arthrosi100%股权。近日，公司子公司瑞腾生物收到首期并购款1.19亿美元。交易完成后，公司将不再持有Arthrosi股权。

意大利劫匪攔路伏擊運鈔車 AK-47掃射與警駁火 兩匪被捕、多人在逃 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】亞冠精英聯賽，神戶勝利船主場2比0擊敗FC首爾，提前一輪出線。 棗紅衫勝利船，武藤嘉紀第一腳被擋，加多腳補中，VAR指進攻過程越位，入球無效。南韓的FC首爾下星期來港出戰賀歲盃，在大球場鬥港隊，69分鐘輸反擊，吃了次「詐糊」的武藤嘉紀推足大半場，禁區射遠柱入網，勝利船先開紀錄。這支日職球隊4分鐘後右路組織，隊長酒井高德後上建功。在日本國家隊監督森保一見證下，勝利船贏2比0，提早一輪鎖定16強席位。

文章提及标的 春秋电子 -- 春秋电子（603890）公告，公司于2026年2月11日完成注销回购股份，共计913.69万股。本次注销后，公司总股本将由4.56亿股变更为4.47亿股，并相应减少注册资本。

文章提及标的 金风科技 -- 风电 -- 天顺风能 -- 天顺风能（002531）公告，2025年12月至今，公司新签订或中标海工导管架、单管桩等订单累计约8.7亿元人民币。主要项目包括金风科技（002202）浙江温州平阳1号海上风电（885641）项目，中广核阳江帆石二海上风电（885641）场项目，以及东山县海洋牧场和浙江苍南深远海风电（885641）项目。

BP has halted share buy-backs after reporting weaker annual profits as it prepares to continue a plan to resuscitate its fortunes under a new chief executive. The company’s underlying earnings fell to just below $7.5bn (£5.5bn) for 2025, from almost $9bn for 2024, after global oil prices fell for a third consecutive year and at the steepest rate since the Covid pandemic. It said it would suspend quarterly share buy-backs from investors for the first time since the early stages of the pandemic, when a global collapse in oil prices forced the 116-year-old company to a record loss. The decision to halt share buy-backs to strengthen its balance sheet will pile pressure on the company to win over investors with a new strategic vision after a failed attempt to pursue a green agenda. Its incoming chief executive, Meg O’Neill – the former head of the Australian oil company Woodside Energy – will take up the role in April as BP’s third boss in as many years and is expected to enforce “rigour” to BP’s turnaround plan. Meanwhile, activist shareholders are continuing to push the company to prepare for a long-term decline in fossil fuel demand. Carol Howle, the BP interim chief executive, said the company had made progress against its four primary targets: to grow its cashflows, to increase shareholder returns, to reduce costs and to strengthen its balance sheet through asset sales. “There is more work to be done, and we are clear on the urgency to deliver,” Howle said. “We are in action and we can and will do better for our shareholders.” BP said fourth-quarter earnings had fallen 30% quarter-on-quarter in the last three months of the year, to $1.54bn, though this was 32% higher than a year earlier and in line with City expectations. BP will also face pressure from investor groups, which have criticised the decision to turn away from green investments in favour of fossil fuel projects. “BP is in dire straits because the company has drifted without a consistent strategic directi...

文章提及标的 同心传动 -- 同心传动发布业绩快报，2025年营业收入1.51亿元，同比增长13.19%。净利润2742.53万元，同比增长19.73%。主要原因是公司实现营业收入同比增长，主营业务收入的增长带动了公司整体利润的提升，同时公司进行降本增效取得显著成果。

Seeking Alpha (Seeking Alpha) More on BP p.l.c. BP: Questions About The Profitability Of The New Focus BP p.l.c.: Castrol Sale And Implications BP Selling A 65% Stake In Castrol Could Be A Great Move BP p.l.c. declares $0.4992/ADS quarterly dividend, but share buybacks suspended for 2026 BP beats Q4 top-line estimates; initiates Q1 and FY26 outlook

【有線新聞】政治人物有時會用新潮用語拉近與年輕人的距離，但能否恰當運用取決於精準的時機，美國前副總統賀錦麗的團隊近日被指弄巧反拙。 美國前副總統賀錦麗：「我有好消息，Kamala HQ將改名為Headquarters（總部），你在此處基本上能夠獲得最新動態。」在政壇沉寂多時的美國前副總統賀錦麗，近日宣布在社交平台X重啟前年大選的競選賬戶。旨在打造由Z世代為主的進步派陣地，令外界揣測她可能再度競逐大選，但新用戶名稱包含數字「6-7」，被指是刻意討好年輕世代。 這兩個數字去年在西方年輕人之間興起，沒有固定含義，它最初源自饒舌歌曲的歌詞，後來有男孩在影片中大喊「6-7」，令它在網絡世界廣傳，成為Alpha世代覺得「好玩」，能夠會心一笑，但大人不明白的隱語。在快餐店，更有年輕人聚集，等候店員叫出食物訂單號碼「6-7」，胡鬧嬉戲一番。 輿論指出相對於Z世代，以至更早的千禧世代，現今Alpha世代是在網絡環境下成長，他們的幽默感更趨向荒誕主義，即使一些事物看似沒意義，亦能觸發笑點，但流行語來得快也去得快，隨著更多成年人知道這股風潮，年輕人也不再覺得新潮獨特。所以當賀錦麗團隊將「6-7」加入用戶名稱，便被批評過時、令人尷尬，團隊後來將「6-7」改為「6-8」，但同樣不討好，最終棄用任何數字。 英國早前已有教師禁止學生說出「6-7」，避免在課室引發哄動，但首相施紀賢似乎完全不知道這股風潮的存在。英國首相施紀賢：「我在看第67頁。」謝謝首相那個可愛的「6-7」，你知道在我們學校，學生若這麼說會被罰嗎？真的嗎？」

格隆汇2月10日丨谷歌母公司Alphabet已启动首期英镑债券发行。此次交易分为3年期、6年期（长期）、15年期（长期）、32年期和100年期债券，预计将于今日晚些时候确定定价。

欧洲期货数据显示，周二欧洲股市料将涨跌互现开盘，投资者正迎接一波密集的企业财报。 伦敦时间早6：30（美国东部时间早1：30），英国富时100指数期货持平，德国DAX期货小幅走低，法国CAC40期货上涨0.1%。 瑞士SMI期货下跌约0.2%，泛欧斯托克50指数期货基本持平。 周二将是企业财报发布的繁忙一天，多家欧洲知名企业将向投资者公布财务状况。 其中包括飞利浦，该公司在周二早间开盘前发布了2025年全年财报。 尽管飞利浦实现可比订单增长6%，并在2024年净亏损后重返盈利，但公司同时下调了2026年业绩预期。飞利浦表示，目前预计今年可比销售额增速为3%~4.5%，低于此前预期的4.5%。 公司全年净利润增加160万欧元（190万美元），飞利浦将其归因于运营收入提升、所得税费用减少及开支降低。此外，公司周二宣布提议重新任命CEO罗伊・雅各布斯，该提议将在5月8日年度股东大会上提交股东表决。 雅各布斯周二接受采访时表示，飞利浦财报中有“很多非常积极的信号”，并强调订单增长7%，且在进口税压力下利润率仍实现增长。 “这是一个逐季改善的趋势，”他称，“2025年我们的订单量非常强劲，但转化为销售额需要一定时间。这一点已体现在业绩指引中。我们从去年2%的销售额增长提升至今年3%~4.5%，增速明显上台阶。” 周二同样发布财报的还有： 阿斯利康 、 英国石油 、声田、巴克莱银行以及开 云集 团。 其他方面，投资者也将密切关注英国政治局势，首相基尔・斯塔默的职位仍面临风险。在一系列政策转向后，议员们正施压斯塔默辞职；此外，彼得・曼德尔森被任命为驻美大使一事再度引发争议——他与身败名裂的金融家杰弗里・爱泼斯坦的关联近期频频登上头条。 隔夜，在 道琼斯 工业平均指数收于历史高位后，美国股指期货普遍走低。亚洲股市上涨，日本日经225指数再创历史新高。 责任编辑：李肇孚

Arista Wealth Management LLC Invests $509,000 in Micron Technology, Inc. $MU MarketBeat

格隆汇2月10日｜有投资者在互动平台向云天励飞提问：请问公司和国内国际top硬件厂商合作的家庭ai主机进度咋样了，上市了吗？云天励飞回复称，公司向客户的家庭主机产品提供DeepEdge 10 Max芯片。