Please turn on JavaScript to use this feature Please turn on JavaScript to use this feature Four dead after Russian strikes on Ukraine overnight amid reported US pressure on Ukraine to end war 49s ago 09.17 GMT Four dead after Russian strikes on Ukraine overnight amid reported US pressure on Ukraine to end war At least four people died in overnight Russian strikes on Ukraine, as Moscow shows no signs of compromise just two weeks before the fourth anniversary of the full-scale aggression. View image in fullscreen Firefighters working to extinguish a fire at a private house following a Russian drone attack in Bogodukhiv Kharkiv region of Ukraine. Photograph: Ukrainian State Emergency Service/AFP/Getty Images 129 Russian drones were identified overnight, the Ukrainian air force said, adding that of these 112 were shot down or neutralised, Reuters reported. There are now growing hints of US pressure on Ukraine to end the war as soon as possible and preferably before the summer, even at the cost of accepting far-reaching concessions. On Monday, Matthew Whitaker rejected Ukraine’s claims that the US set a deadline to end the war by June, saying “I don’t think that is anything that the United States has put out there” (Europe Live, Monday). But Financial Times reported (£) overnight that Ukraine is working on holding presidential elections and a referendum on peace deal, potentially as early as in May, with Washington pressing Kyiv to move as quickly as possible or risk losing critical security guarantees. The paper pointed out that holding the election would be a major departure from Volodymyr Zelenskyy’s previously repeated suggestions that it was impossible, or at least impractical, to do it during an active war, with many voters either displaced or in active service struggling to take part. FT suggested that Zelenskyy could announce the plan as early as on 24 February, the fourth anniversary of the full-scale aggression, but its actual implementation would still be con...

短短一个多月时间，超十家房企出现高管变动。 房企开年人事巨震，短短一个多月时间，已有超十家房企出现高管变动。 据第一财经不完全统计，2026年开年至今，已有大悦城控股、中梁控股、新鸿基地产、荣盛发展、光明地产、华侨城、首开股份等超十家房企出现高层变动，其中有因退休正常离任的，也有因个人原因主动辞职的。 业内机构表示，房企管理层的调整，一般都紧密贴合企业业务发展与战略布局需求，当前房企组织架构等在密集调整，人事变动也持续发生微妙的变化。 多家房企人事“巨震” 房企自去年以来出现的高管“变动潮”，到2026年还在发酵。 2月9日，大悦城控股发布公告称，董事会收到董事陈朗的书面辞职报告，其因已达退休年龄，申请辞去公司董事职务，公司将尽快完成董事的补选工作。 2月6日，中梁控股发布公告称，何剑已辞任执行董事、联席总裁及环境、社会及管治委员会成员，同时赵鹏获委任为执行董事、联席总裁等职务。 公开资料显示，何剑2015年加入中梁，历任多个区域公司、大区负责人，2021年被委任为执行董事及环境、社会及管治委员会成员，并担任公司联席总裁。赵鹏2015年加入中梁，此前任该集团浙中区域董事长。 卸任之前，何剑曾接受媒体采访时称，2025年中梁完成近3万套房屋交付，至此公司“保交房”任务接近尾声，但后续也面临更深层挑战——大量未开发地块尚待盘活、资产艰难变现、债务问题有待化解等。 荣盛发展高管也于开年频繁变动。2月6日，荣盛发展表示，董事会收到伍小峰的辞职报告，因个人原因辞去董事、副总裁及董事会秘书职务；此前还收到董事陈亮的辞职报告，其因个人原因辞去董事职务，但仍继续担任公司副总裁。 光明地产自去年以来，同样频繁出现高层变动的情况。1月28日 ，光明地产发布公告称，公司董事、总裁、战略委员会委员郭强，因个人原因提交离职申请，离职后不再担任公司任何职务。同时，聘任王伟为公司总裁。 一月份时，华侨城也发布公告，宣布公司副总裁倪明涛先生因个人原因辞去职务，离任后将不再担任公司任何职务；首开股份则宣布，董事会收到总经理赵龙节的书面辞职报告，其因工作调整原因申请辞任公司总经理职务。 此外，出现人事变动的房企还有港资房企新鸿基地产，公司执行董事冯秀炎因健康理由提出请辞；其余涉及房企还有沙河股份、珠海万达、华夏幸福、凤凰股份等，年初出现高管变动的房企数量合计达到12家。 新一轮组织架构调整 年初往往是...

Hedge fund Seer Capital Management LP is stepping up purchases of significant risk transfers in a bid to lure investors who still want exposure to loans but are wary of the rout in private credit. More than half of the New York-based fund’s $1.1 billion of assets under management are already invested in SRTs, and the weight of such instruments in its portfolio is likely to grow, Terry Lanson , a managing director at the firm, told Bloomberg News by email. The development comes at a time that investor appetite for private credit funds and business development companies, or BDCs, has cooled amid mark downs of assets tied to vulnerable industries, including those hit by advances in artificial intelligence. Meanwhile, SRTs — or deals where a bank transfers some of the credit risk associated with a pool of assets to third parties — are increasing leeway for growth and payouts. Such a dynamic is enticing firms such as Seer Capital to tout the benefits of SRTs, which offer investors “a slice of banks’ core lending” but with lower risks than those associated with direct lending, the hedge fund said in a note to clients this week. The increasing relevance of SRTs in bolstering banks’ solvency ratios is prompting lenders to select higher quality assets for their reference portfolios, Seer Capital said. That helps to reduce defaults of assets tied to SRTs compared with banks’ overall loan books, the fund said, citing performance of more than 90 such investments since 2009. Lenders’ reliance on SRTs in adjusting their regulatory capital makes them “aligned with investors in wishing for strong credit performance” of such deals, according to Seer Capital. To be sure, watchdogs have been looking at SRTs after a spike in issuance. The European Central Bank said it will intensify how it monitors such instruments while the Basel Committee on Banking Supervision has been carrying out a “ deep-dive ” investigation into the asset class. Investors who poured billions of dollars into priv...

随着全国中小学和幼儿园的寒假开启，超过2亿中小学生离开校园，一个巨大的流量入口悄然开启。这不仅是孩子们的放松时光，更是视频平台每年关键的“黄金档”之一。 在看似童趣盎然的屏幕背后，一场关于注意力、用户时长与家庭消费入口的无声竞赛，悄然升级 。 寒假期间，孩子可支配屏幕时间呈指数级增长，家长对优质教育娱乐内容的需求，也更为迫切。这不再仅仅是“双职工”家庭解决孩子无人陪伴的临时方案，也是涵盖了知识获取、兴趣培养、价值观塑造的综合需求窗口。在此背景下，爱奇艺、优酷、腾讯视频等长视频平台积极布局少儿内容，而短视频平台也在快速跟进。 文娱价值官发现，从爱奇艺的“奇巴布”体系与自制动画IP矩阵，到优酷依托阿里生态将内容与实物消费更紧密挂钩；再到腾讯视频背靠庞大社交体系与顶尖国产动画产能，深化IP的全产业链开发。这 场少儿内容竞赛的深层逻辑，就是在比拼谁能占领寒假少儿屏幕，谁就可能赢得新一代用户的长期心智，并切入最具增长潜力的家庭消费市场。 毫不夸张地说，寒假少儿内容不仅是流量之争，更是关于下一个十年，在家庭数字娱乐与消费生态中掌握定义权与分配权的竞争。当孩子们点开寒假专属推荐列表时，平台争夺的就是“未来”。 爱奇艺：孩子的需求永远置于首位 伴随寒假的到来，爱奇艺少儿开始加码亲子内容的供给，在为期一个半月的时间里，“超级IP月”活动以及多部精品动画新作，年味十足的春节特别企划也轮番上线。此前，在爱奇艺世界大会上，爱奇艺少儿就宣布了核心策略从“打造内容IP”转变为“IP商业化”。 爱奇艺高级副总裁陈潇曾表示， 爱奇艺少儿启动的“超级IP月”项目，以月度为周期，通过30天集中资源轰炸和全链路营销联动，将1个全新或高潜IP快速推升为爆款，助力IP在知名度、商业化等多方面实现破圈 。 爱奇艺高级副总裁陈潇 当寒假遇上了 “超级IP月”，依托寓教于乐的优质内容与丰富多彩的互动活动。2月4日-2月28日，爱奇艺少儿频道或奇巴布App，孩子们完成好玩有趣的小任务就能获得多次抽卡机会， 集齐50种卡牌即可点亮 “马到成功”新年祝福，1000份热门IP周边礼物为这个春节增添不少互动乐趣 。 文娱价值官获悉，爱奇艺少儿已经上线了《哈小浪一家第5季》及平台独播动画《哈小浪之决战星未来》，并同步开展“哈小浪卡牌抽抽乐”“配音秀”“趣味互动弹幕”等活动，完成任务即有机会赢取独家定制周边。同时，奇巴布乐园还...

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鉅亨網編譯莊閔棻 2026-02-11 16:50 中芯國際示警毛利承壓！擴產推升折舊費用、港股一度下跌近4%。（圖：Shutterstock） ‌ 中芯國際共同執行長趙海軍於周三的財報電話會議中表示：「我們維持高資本支出，帶動營收快速成長，但同時也對毛利率造成相當大的折舊壓力，」並指出相關投資是為了把握來自中國晶片設計公司的需求。 趙海軍表示，過去以海外設計與製造為主、服務中國市場的半導體供應鏈，去年明顯轉向在中國本地生產。 其中，類比晶片轉移速度最快，其次為顯示驅動晶片、影像感測器、記憶體、微控制器單元以及邏輯晶片。 在產能規畫方面，中芯國際預計今年底前將新增約 4 萬片 12 吋晶圓的月產能，而 2025 年已新增 5 萬片 12 吋晶圓的月產能。 趙海軍指出，AI 應用帶動的記憶體需求持續強勁，正擠壓其他產業的供應，尤其是中低階智慧型手機市場，導致記憶體供應吃緊、成本上升，進而增加相關製造商的壓力。 從市場結構來看，中國仍是中芯國際最大營收來源，去年第四季占比達 87.6%，美國市場則占 10.3%。 趙海軍說明，公司已提前採購關鍵設備，但部分輔助設備仍在等待交付，導致設備到位時間出現錯配，已取得的設備未必能在今年完全轉化為實際產能。 財務表現方面，中芯國際第四季獲利年增 60.7%，優於分析師預期；營收成長 12.8%，達 24.9 億美元，同樣高於市場預測。 第四季月產能季增 3.5%，達 106 萬片 8 吋約當晶圓，產能利用率維持在 95.7%，與前一季持平。當季出貨量為 251 萬片 8 吋約當晶圓，季增 0.6%。

中國最大晶圓代工廠中芯國際 (688981-CN) 示警，隨著為因應強勁晶片需求而進行大規模產能擴張，今年折舊費用將大幅攀升，對毛利率形成明顯壓力。 根據《路透》報導，在公司表示本季營收預估將與前一季持平，並示警今年折舊費用可能年增 30% 後，中芯國際港股 (00981-HK) 股價於周三（11 日）盤中一度下跌近 4%。 中芯國際共同執行長趙海軍於周三的財報電話會議中表示：「我們維持高資本支出，帶動營收快速成長，但同時也對毛利率造成相當大的折舊壓力，」並指出相關投資是為了把握來自中國晶片設計公司的需求。 趙海軍表示，過去以海外設計與製造為主、服務中國市場的半導體供應鏈，去年明顯轉向在中國本地生產。 其中，類比晶片轉移速度最快，其次為顯示驅動晶片、影像感測器、記憶體、微控制器單元以及邏輯晶片。 在產能規畫方面，中芯國際預計今年底前將新增約 4 萬片 12 吋晶圓的月產能，而 2025 年已新增 5 萬片 12 吋晶圓的月產能。 趙海軍指出，AI 應用帶動的記憶體需求持續強勁，正擠壓其他產業的供應，尤其是中低階智慧型手機市場，導致記憶體供應吃緊、成本上升，進而增加相關製造商的壓力。 從市場結構來看，中國仍是中芯國際最大營收來源，去年第四季占比達 87.6%，美國市場則占 10.3%。 趙海軍說明，公司已提前採購關鍵設備，但部分輔助設備仍在等待交付，導致設備到位時間出現錯配，已取得的設備未必能在今年完全轉化為實際產能。 財務表現方面，中芯國際第四季獲利年增 60.7%，優於分析師預期；營收成長 12.8%，達 24.9 億美元，同樣高於市場預測。 第四季月產能季增 3.5%，達 106 萬片 8 吋約當晶圓，產能利用率維持在 95.7%，與前一季持平。當季出貨量為 251 萬片 8 吋約當晶圓，季增 0.6%。 資本支出方面，中芯國際 2025 年資本支出達 81 億美元，年增 10.5%，也高於公司先前的預估。趙海軍預期，2026 年的資本支出水準將與 2025 年大致相當。 更多鉅亨報導 •中芯國際趙海軍：記憶體短缺倒逼產能調整

peshkov/iStock via Getty Images Performance Review The Fund (Institutional Class) returned 1.28 percent in the fourth quarter, compared with the 1.31 percent return for its benchmark, the Bloomberg U.S. High Yield Corporate Index. The portfolio benefitted from strong credit selection in capital goods and basic industry as the portfolio benefitted from a few positive credit outcomes and avoided some of the worst performers in the benchmark. This was offset by softer performance by energy exposures. Strategy and Positioning New issuance volume was robust and more active than the prior year's fourth quarter. We remained selective in participating in new issues. The Fund remained positioned up in quality versus the benchmark, driven by an underweight to CCCs and distressed credit. Spreads were relatively flat for the quarter and tight by historical standards, while all-in yields are more attractive. We continue to see opportunities to invest in credits that are trading cheap relative to their fundamentals and their risk of default/loss. Economic and Market Review High yield delivered positive returns for the 13th consecutive quarter in the fourth quarter amid a steady grind higher. Top performers included financials and consumer non-cyclicals, while technology and energy underperformed. Higher quality bonds outperformed in the fourth quarter with BBs returned 1.5 percent, Bs returning 1.6 percent, and CCCs returning 0.2 percent. U.S. high yield new issuance volume totaled $66 billion in the fourth quarter, up 43 percent compared to the prior year, and contributing to the annual total of $329 billion in issuance—the highest annual total since 2021. Refinancing continues to drive the primary market, comprising 59 percent of issuance for the fourth quarter and 70 percent for the year. Fourth quarter issuance was supported by a pickup in mergers & acquisitions and leveraged buyout activity. The high yield last 12 months ( LTM ) default rate of 1.2 percent was largely unchan...

财联社2月11日讯（编辑 冯轶） 今日港股市场继续强势震荡，三大指数集体收涨。截至收盘，恒生指数涨0.31%，报27266.38点；科技指数涨0.90%，报5499.99点；国企指数涨0.28%，报9268.18点。 兴业证券认为，随着前期调整释放一定风险，近期全球叙事变化对市场情绪冲击最大的时刻或正在逐步过去，后续事件催化增多、“春节效应”等因素有望为市场修复创造良好环境，持股过节兼具胜率与赔率。配置上可以逐步走出防守思维，重点布局春节行情。 今日市场 从市场表现来看，黄金有色、汽车、煤炭、航运股走强，AI应用概念内部分化；而保险、半导体等板块跌幅居前。 AI应用概念分化 大型科网股活跃 今日AI应用概念继续活跃，但内部出现分化。截至收盘，金山云(03896.HK)涨超7%，哔哩哔哩-W(09626.HK)涨逾5%，但Minimax-WP(00100.HK)、智谱(02513.HK)两家大模型公司尾盘翻绿。 有分析指出，从过往经验看，2015-2025年恒生科技指数在春节窗口期呈现出显著的阶段性行情特征，节前最后三个交易日，指数通常有不错表现，节前市场资金交易行为趋于收敛，短期多头交易共识显著强化 金价反弹黄金股表现亮眼 截至收盘，紫金黄金国际(02259.HK)涨超9%、灵宝黄金(03330.HK)涨近8%、赤峰黄金(06693.HK)涨约6%。 消息面上，现货黄金日内收复5050美元，此外现货白银价格盘中涨超2%。 中信证券研报指出，短期市场可能高估了新美联储主席凯文·沃什的鹰派立场，但伊朗局势的不确定性仍然较高，或需等待局势尘埃落定后黄金市场波动才会收敛。展望2026年全年，仍然维持对贵金属和有色金属价格的乐观预期。 补贴政策优化汽车股集体走强 截至收盘，比亚迪股份(01211.HK)涨超3%，理想汽车-W(02015.HK)、吉利汽车(00175.HK)双双涨逾2%。 消息面上，近期国家发展改革委、财政部发布通知，明确2026年汽车以旧换新政策将延续。乘联分会秘书长崔东树发文指出，2026年汽车以旧换新政策将实施结构性优化。核心调整在于由固定补贴转向分档补贴机制，在财政预算总额不变前提下，显著提升资金使用效率。 个股异动 新股乐欣户外连续拉升 较发行价累涨超200% 今日乐欣户外(02720.HK)再度大幅拉涨53.35%，上市仅两个交易日便较发行价涨超2...

财联社2月11日讯（编辑 赵昊） 近期在华尔街，围绕人工智能的担忧持续升温，人们不断抛售那些可能被人工智能（AI）技术冲击公司的股票，从小型软件商到大型金融管理机构，无一幸免。 周一（2月9日），在线保险代理和比较平台Insurify正式发布ChatGPT保险比价应用，导致多家保险经纪公司股价重挫，标普500保险指数单日跌3.89%，创去年10月以来的最大单日跌幅。 周二（2月10日），在Altruist——一家名不见经传的初创公司推出了AI驱动的税务规划功能后，金融服务巨头嘉信理财收跌7.42%，瑞杰金融跌8.75%，LPL Financial跌8.31%。 Altruist的AI税务规划应用Hazel 其中一些股票创下自去年4月贸易战（特朗普宣布“对等关税”）引发市场暴跌以来的最大跌幅，这一行情印证了美股市场当下出现了一个被称为“先卖后问”的交易心态。 过去几年，AI技术的进展一直是华尔街关注的焦点，科技股领涨市场。随着指数屡创新高，人们也在争论这是否是一场即将破裂的泡沫，抑或将引发一场重塑美国企业生产力的繁荣。 但自上周初以来，一连串AI产品发布带来了明显的风向转变。投资者不再专注于挑选赢家，而是急于避免持有任何可能被取代的公司。 Gabelli Funds基金经理John Belton表示：“任何公司只要存在业务被AI颠覆的风险，都在被不加区分地抛售。” Graniteshares Advisors首席执行官Will Rhind说：“我也不知道接下来会发生什么。” Rhind补充称，“去年的逻辑是，我们都相信AI——但还在寻找具体应用场景。而现在，当我们不断发现这些应用场景越来越强大、越来越有说服力时，它们反而带来颠覆。” Altruist（引发周二行情金融服务公司暴跌行情）的首席执行官Jason Wenk表示，连他自己都对股市反应的程度感到意外。但他也认为，这凸显了Altruist带来的竞争威胁。 Wenk说：“人们开始意识到，我们用来构建AI应用的架构，可以取代财富管理中的任何岗位。过去需要整个团队完成的工作，现在用AI每月100美元也能高效搞定。” 不过，技术的落地方式仍存在诸多疑问。以银行业为例，该行业此前也曾多次面临加密货币、电子服务等技术挑战，但最终都未真正动摇其主导地位。 Gabelli Funds的Belton也是对市场情绪转变持怀疑态度的人...

财联社2月11日讯（编辑 马兰） 加密货币市场在今年1月的短暂反弹后一直表现疲软，市场正在等待更多人买入的信号，以支撑对该市场的乐观情绪。 行业研究公司Glassnode数据显示，比特币的大型持有者，即所谓的“巨鲸”在上周购入了约5.3万枚加密货币，这是自去年11月以来最大规模的一次购买。持有超过1000个比特币的巨鲸钱包在此期间增加了价值超过40亿美元的比特币，打破了此前数月的抛售潮。 然而，这一次的购买规模依然相当克制，这也让人怀疑其能否推动加密货币的复苏，还是只是巨鲸在稳定价格以控制损失。 截至发稿，比特币价格下跌至67000美元左右，比去年10月份的历史纪录低了约46% Glassnode销售主管Brett Singer表示，巨鲸的买入确实能减缓市场下跌的趋势，但投资者仍需要看到更多的资金流入市场。 难觅新入场者 投资者越来越怀疑，市场能否重新吸引到新的入场者。去年比特币上涨的主要动力来自于比特币ETF的购买，但目前，比特币ETF投资者都面临着亏损，这让他们很难愿意继续积极增持比特币资产。 与此同时，曾将比特币视为储备资产的上市公司也因为加密货币资产的暴跌而股价承压，加上财务压力的增加，这些公司也放缓了购买比特币的节奏。 此外，据Glassnode数据显示，除交易所交易基金和交易所外，大型比特币持有者在过去一年中一直是净卖出者。自去年12月中旬以来，已有超过17万枚比特币（价值约110亿美元）从这些钱包中流出。 如果没有新的需求者进入市场，那么巨鲸的买入可能无法推动市场信心的重建，只能支持短期反弹。 加密货币投资者Bruno Ver表示，风暴过后，人们才会再次入场，但现在市场仍然处于风暴之中。

上海首例涉操纵证券市场行为处罚行政案件一审判决 2026-02-11 16:49:40 来源： 同花顺7x24快讯 分享 上海金融法院近日对原告上海某咨询管理有限公司、刘某宇诉被告上海证监局行政处罚决定一案进行审理。上海证监局相关负责人出庭应诉。该案系上海首例因操纵证券市场受行政处罚而涉诉的行政案件。上海金融法院经审理认为，被告上海证监局依法作出行政处罚决定，依法应予支持。(证券时报)

格隆汇2月11日｜沃森生物(300142.SZ)公告称，公司与国投创益产业基金管理有限公司、玉溪国有资本运营有限公司及中央企业乡村产业投资基金股份有限公司共同发起设立云南创沃生物产业投资基金，基金目标规模为10亿元，其中公司以自有资金出资4.5亿元，为有限合伙人。该基金主要投资合成生物制造行业，包括合成生物学、生命大健康、生物农业、生物能源、生物材料、技术平台型企业等细分赛道。

Four months before Jeffrey Epstein was arrested on federal sex trafficking charges in 2019, he flew a veteran tech communications executive named John Pinette to his home in Palm Beach, Florida, according to materials released by the US Department of Justice. The two men discussed rebuilding the disgraced financier’s public image, Epstein recounted in a March email . He later asked Pinette if he could hire him with “no need to surfaace publicly,” working quietly with journalists. Pinette told Epstein: “If I’m in - I’m in” and that he was “thinking” about the offer. While it’s unclear if he accepted, Pinette joined Meta Platforms Inc. the next month as the company’s vice president of global communications. Details about Epstein’s network of financiers, global politicians and high-profile executives continue to emerge years after the convicted sex offender’s death in August 2019. Recent revelations include his relationships with the Norwegian elite and a prominent UK politician . Epstein’s dealings with Pinette underscore how deep his connections to the corporate world ran even more than a decade after he pleaded guilty in 2008 to prostitution charges in Florida, serving 13 months of an 18-month sentence. Pinette didn’t respond to phone calls, emails, or other messages seeking comment. The same month he met Epstein at his home, Pinette was concluding a stint as vice president of marketing and communications at Vulcan Inc. , Microsoft Corp. co-founder Paul Allen’s Seattle-based private office, according to Pinette’s LinkedIn profile . He had earlier worked as director of communications for Gates Ventures , the private office of Microsoft’s other co-founder, where he “managed Bill Gates ’ personal image and communications program,” according to his profile. He also ran communications for billionaire Bill Ackman ’s Pershing Square Capital Management , and earlier oversaw communications for Alphabet Inc. ’s Google in Asia, his profile says. Pinette advised Epstein to “not...

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)

在美国中期选举聚焦民众对生活成本焦虑的背景下，众议院议员将于周三就是否否决特朗普总统的部分关祱政策进行投票。 此次投票将首先表决一项反对总统对加拿大加征关祱的决议。此前，议员们于周二晚间否决了众议院议长迈克・约翰逊为阻止投票所做的最后努力。 约翰逊阻挠失败，三名共和党议员倒戈 作为特朗普在国会的主要盟友之一，约翰逊数月来一直主导立法阻挠，以保护关祱政策，他推动程序性规则，实际上阻止众议院终止总统广泛的关祱授权。约翰逊最新支持的一项法案本可将这一禁令延长至 7 月底。 然而，民主党人与三名共和党议员否决了这一再次拖延的企图。这三名 “叛党” 的共和党议员分别是：经常与总统意见相左的肯塔基州众议员托马斯・马西、面临艰难连任竞选的加利福尼亚州众议员凯文・基利，以及来自内布拉斯加州奥马哈市、即将退休的中间派议员唐・培根。 培根在投票后于社交平台 X 发文称：“国会需要就关祱问题展开辩论。关祱对经济是‘净负面影响’，是美国消费者、制造商和农民正在承担的一项重大税负。” 众议院将投票废除对加关祱，民主党将其作为竞选议题 众议院民主党领袖告知议员，众议院将于周三投票表决由纽约州众议员格雷戈里・米克斯提出的一项决议，该决议旨在废除特朗普于 2025 年 2 月宣布的对加拿大加征关祱政策。 在聚焦民生负担的中期选举季，民主党人已将特朗普关祱作为核心竞选宣传点。该党指出，关祱是推 高通 胀、加剧生活成本危机的重要因素。 负责税收与贸易事务的众议院委员会民主党籍议员、弗吉尼亚州众议员唐・拜尔在声明中表示：“令人欣慰的是，少数共和党人终于站出来反对特朗普，制止这种疯狂行为。我希望在我们推进废除对加拿大及其他关键盟友和贸易伙伴关祱的措施时，会有更多同僚加入他们。” 参议院已表态反对，众议院投票具象征意义 由共和党控制的参议院此前已明确反对该政策，去年投票通过立法，要求放弃白宫实施的全球紧急关祱，以及对加拿大和巴西的关祱。 鉴于共和党在众议院仅占微弱优势，类似法案若在众议院获得通过，即便主要是象征性的，也将是对总统的重大谴责。 为避免这一结果，众议院共和党领袖去年曾试图阻止关祱相关投票，尽管当时部分共和党议员曾小规模反抗，但最终因领导层承诺定期讨论特朗普贸易政策影响而平息。 议长近日对共和党议员表示，在最高法院就总统动用紧急法实施全球关祱是否越权作出裁决前，众议院不应进行任何此类投票。 投票难...

精测电子（300567）公告，控股股东、实际控制人彭骞将其直接持有的公司100万股于2026年2月10日在招商证券（HK6099）股份有限公司办理解除质押，占其持股1.43%、占公司总股本0.36%。截至公告日，其持股7011.2万股，占25.06%，累计质押3298.7万股，占其持股47.05%、占公司总股本11.79%。

AlTi Global Inc. bought a new stake in Micron Technology, Inc. (NASDAQ:MU - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 8,683 shares of the semiconductor manufacturer's stock, valued at approximately $1,453,000. Several other large investors have also recently made changes to their positions in MU. Norges Bank purchased a new stake in shares of Micron Technology during the second quarter worth $1,980,700,000. Slate Path Capital LP acquired a new position in Micron Technology during the second quarter worth about $317,751,000. Vanguard Group Inc. boosted its position in Micron Technology by 1.9% during the second quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer's stock worth $12,803,168,000 after acquiring an additional 1,973,294 shares during the last quarter. State Street Corp grew its stake in Micron Technology by 2.7% during the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer's stock valued at $6,331,795,000 after acquiring an additional 1,349,713 shares in the last quarter. Finally, Orbis Allan Gray Ltd raised its holdings in Micron Technology by 50.2% in the 2nd quarter. Orbis Allan Gray Ltd now owns 3,457,726 shares of the semiconductor manufacturer's stock valued at $426,165,000 after acquiring an additional 1,156,086 shares during the last quarter. 80.84% of the stock is currently owned by hedge funds and other institutional investors. Get Micron Technology alerts: Sign Up Insider Activity at Micron Technology In other news, EVP Manish H. Bhatia sold 26,623 shares of the stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total value of $10,410,657.92. Following the completion of the sale, the executive vice president owned 323,486 shares of the company's stock, valued at $126,495,965.44. This represents a 7.60% ...

文章提及标的 蔚蓝锂芯 -- 格林美 -- 蔚蓝锂芯（002245）公告，公司决定终止参与格林美（002340）印尼项目增资扩股事项。原计划出资2000万美元获得目标公司5.95%股权。终止原因是格林美（002340）公司调整战略规划。交易终止不会对公司经营产生重大影响，公司与相关方的战略合作关系不变。

Retail chatter on Stocktwits shows that sentiment remains deeply bearish on SPY and QQQ. Investors gear up for crucial jobs data and a slew of earnings reports from the likes of Shopify, QuantumScape, and Cisco, among other,s today. At 8:30 a.m. ET, the Bureau of Labor Statistics will release the delayed January Non-Farm Payrolls report. In a setback for Nvidia, Chinese tech giant ByteDance is reportedly developing an artificial intelligence chip and is in talks with Samsung Electronics to manufacture it. U.S. stock futures were higher early Wednesday as investors gear up for the delayed January jobs report due later today and digested a slew of earnings reports. As of 3:10 a.m. ET on Wednesday, Dow, S&P 500, and Nasdaq futures were up 0.1%, and Russell 2000 futures were higher by 0.2%. Meanwhile, retail sentiment toward the SPDR S&P 500 ETF (SPY), an exchange-traded fund that tracks the S&P 500 Index, has remained ‘bearish’, while the Invesco QQQ Trust (QQQ) ETF, which tracks the Nasdaq 100 Index, has fallen to ‘extremely bearish’ from ‘bearish’ a day ago amid high message volumes. Trending Stocks To Watch Nvidia (NVDA): In a setback for Nvidia, Chinese tech giant ByteDance is reportedly developing an artificial intelligence chip and is in talks with Samsung Electronics to manufacture it. Warner Bros. Discovery deal (WBD, NFLX, PSKY): Activist investor Ancora Holdings has built a nearly $200 million stake in the media conglomerate and is reportedly planning to nudge it toward Paramount Skydance’s acquisition offer and not Netflix. Moderna (MRNA): Faces headwinds after receiving a "Refusal-to-File" letter from the FDA regarding its investigational seasonal flu vaccine, mRNA-1010. Robinhood (HOOD): Shares fell in overnight trade as a miss in cryptocurrency revenue overshadowed record options and equities trading volumes. AST SpaceMobile (ASTS): A bright spot in the pre-market, the company successfully unfolded its BlueBird 6 satellite. It was also named as one of the...

Bernstein Maintains NVIDIA(NVDA.US) With Buy Rating, Maintains Target Price $275 富途牛牛

格隆汇2月11日｜普来仕多元资产部门资本市场策略师Tim Murray认为，美元未来仍有进一步走弱的可能，因美国庞大的财政赤字规模，加上债务水平持续上升，正为美元带来下行压力。其次，货币政策预期已转为明显利淡因素。市场日益反映美联储或将进一步减息，特别是假设新任美联储主席提名人沃什(Kevin Warsh)的政策立场或较现任主席鲍威尔更为宽松。当其他主要央行大致接近减息周期尾声，息差收窄将导致美元转弱。再者，随着美国外交政策取向出现变化，部分国家逐步将外汇储备分散至其他货币及黄金。

The market isn't convinced Netflix's acquisition of Warner Bros. Discovery will pay off. Since reaching an all-time high on June 30, 2025, Netflix (NFLX +0.91%) stock has been under pressure -- falling 30% in the second half of 2025. In December, I predicted that Netflix would crush the S&P 500 (^GSPC 0.33%) from 2026 through 2030. But the streaming stock is already down 12.3% year to date while the S&P 500 is up 1.3%. Here's what's driving the sell-off in Netflix stock and if it's still a buy now. Netflix's valuation has plummeted Netflix finished 2025 with an ultra-strong balance sheet -- consisting of just $4.4 billion in long-term debt net of cash and cash equivalents. It produced $13.3 billion in 2025 operating income and $11 billion in net income on $45.2 billion in revenue -- good for an operating margin of 29.4% and an after-tax net profit margin of 24.3%. Netflix is a financially healthy, high-margin cash cow with predictable recurring revenue and a global audience. Despite challenges with consumer spending, Netflix continues to grow -- coming off a record $2.53 in 2025 earnings per share. These qualities make Netflix the kind of company long-term investors dream about -- and that was reflected in its valuation. At its peak, Netflix was trading at over 60 times trailing earnings and over 50 times forward earnings. The sell-off has pushed Netflix's price-to-earnings (P/E) ratio down to just 32.5 and its forward P/E down to 26.3. In just seven months, Netflix has gone from an expensive growth stock to commanding only a slight premium to the S&P 500's 23.6 forward P/E. The market hates uncertainty Part of Netflix's sell-off may have been valuation-related. But now that Netflix is far less expensive than it used to be, investors may be wondering why Wall Street isn't rushing in to smash the buy button. The simple answer is uncertainty. On Dec. 5, Netflix announced it would acquire Warner Bros. Discovery (WBD +2.17%) for $27.75 per share in cash and stock -- but...

当地时间11日，伊朗总统佩泽希齐扬在伊斯兰革命胜利纪念日游行活动上发表讲话时表示，伊朗不寻求核武器，这一点已多次公开声明，并愿意接受任何形式的核查。然而，美国和欧洲的严重不信任导致相关对话难以取得成果。他表示，伊朗不会在对方的过度要求面前低头，也不会在不公正与侵犯面前退让。但与此同时，伊朗正以全部努力通过对话推动地区和平与稳定，并与邻国保持沟通。（央视新闻）

Baron Silver Stevens Financial Advisors LLC raised its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 8.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 70,690 shares of the iPhone maker's stock after buying an additional 5,554 shares during the period. Apple makes up about 2.6% of Baron Silver Stevens Financial Advisors LLC's holdings, making the stock its 13th biggest holding. Baron Silver Stevens Financial Advisors LLC's holdings in Apple were worth $18,000,000 at the end of the most recent quarter. Get Apple alerts: Sign Up Several other large investors also recently modified their holdings of the business. Capstone Wealth Management LLC lifted its position in Apple by 0.5% in the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker's stock valued at $2,174,000 after purchasing an additional 42 shares during the last quarter. Baker Boyer National Bank grew its position in Apple by 0.3% in the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker's stock worth $3,695,000 after purchasing an additional 47 shares during the last quarter. Beddow Capital Management Inc. increased its stake in shares of Apple by 1.8% in the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker's stock valued at $533,000 after purchasing an additional 47 shares during the period. Uncommon Cents Investing LLC raised its holdings in shares of Apple by 0.4% during the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker's stock valued at $2,701,000 after buying an additional 47 shares during the last quarter. Finally, Vermillion Wealth Management Inc. boosted its position in shares of Apple by 0.5% during the third quarter. Vermillion Wealth Management Inc. now owns 9,646 shares of the iPhone maker's stock worth $2,456,000 after buying an additional 47 shares dur...