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大摩“暴力”上调美光目标价至450美元:只要AI需求强劲,中国产能冲击、资本开支过热统统不是问题!

华尔街见闻 📅 02/11 20:22 NVDA.OAMD.OMU.O
摩根士丹利认为,市场大大低估本轮存储芯片短缺。在AI超级周期的驱动下,传统的周期性估值框架已不再适用,美光正处于盈利能力和估值倍数双重扩张的甜蜜点。 据追风交易台,2月11日,摩根士丹利分析师团队在研报中将美光的目标价从350美元直接“暴力”上调至450美元,维持“超配”评级。这背后的核心逻辑简单而粗暴—— 只要人工智能的需求维持强劲,市场此前担忧的所谓HBM4量产问题、中国存储芯片产能冲击以及资...

耐克CEO:计划通过篮球和滑板拓宽匡威的业务范围

格隆汇 📅 02/11 20:22
格隆汇2月11日|耐克(NKE.US)CEO:致力于匡威品牌,计划通过篮球和滑板拓宽匡威的业务范围。

巴菲特:我曾用爱默生的文章,给我孩子提过这条职业建议

新浪 📅 02/11 20:21
和许多人一样,伯克希尔・哈撒韦董事长沃伦・巴菲特也走上了父亲的职业道路:他的父亲曾经营一家股票经纪公司,之后步入政坛。 毋庸置疑,小巴菲特坚持投身投资领域,并取得了巨大成功。去年年底卸任首席执行官时,伯克希尔・哈撒韦的市值已超过 1 万亿美元。但至关重要的一点是,巴菲特表示,父亲从未强迫他走这条路。 “他明确告诉我 —— 这一点非常重要 —— 他完全不觉得我应该子承父业。仅此而已。” 巴菲特在《沃...

Earnings call transcript: Finnair reports record Q4 2025 earnings

Investing 📅 02/11 20:21

Ex-fintech executive who stole HK$19.2 million jailed for 6½ years in Hong Kong

SCMP 📅 02/11 20:21
A former senior executive of a Hong Kong fintech company has been jailed for 6½ years for stealing HK$19.2 million (US$2.45 million) from his employer and laundering part of the money to support his gambling addiction and lavish lifestyle. The High Court on Wednesday handed down the sentence to Shum Lok-man after the 38-year-old divorcee pleaded guilty to three counts of theft and two of money lau...

Inderes 2025 slides reveal Q4 rebound amid international expansion challenges

Investing 📅 02/11 20:21

格隆汇2月11日|美国众议院议长约翰逊:民主党人正试图让我们陷入部分停摆。

格隆汇 📅 02/11 20:21
格隆汇2月11日|美国众议院议长约翰逊:民主党人正试图让我们陷入部分停摆。

Citi, JPMorgan downgrade Mattel after earnings miss and disappointing guidance

CNBC 📅 02/11 20:21
Both Citi and JPMorgan cut their ratings and price targets on Mattel following its fourth-quarter earnings release. In its Q4 report, the toy manufacturer missed on both the top and bottom lines, delivering adjusted earnings of 39 cents per share on revenue of $1.77 billion. Analysts polled by FactSet had expected earnings of 54 cents and $1.84 billion in revenue. Mattel's guidance also came well ...

Designer Brands appoints Sheamus Toal as CFO

Seeking Alpha 📅 02/11 20:21
Designer Brands ( DBI ) announced that Sheamus Toal will join the company as executive vice president, chief financial officer, and principal financial officer, effective February 16, 2026. Most recently, Toal served as chief operating officer and chief financial officer of The Children's Place ( PLCE ). Mark Haley, who has served as interim principal financial officer during the transition period...

阿里要继续大投入淘宝闪购,三年不担心亏损

同花顺 📅 02/11 20:21 9988.HK
记者获悉,阿里(BABA)核心管理层2026年初在一次内部会议上鼓励团队要继续大胆做闪购,三年内不要有(亏损的)负担。阿里(BABA)创始人马云曾在内部表示,“淘宝闪购是集团里程碑意义的战役。”据我们了解,淘宝闪购在2026年全年投入力度会超过前一年,其重点是即时零售。前述内部交流也明确了淘宝闪购的几个重点:餐饮外卖业务,要有节制、更有目的。重点是做30元以上的高客单价订单,以及多维度提升配送的精...

Dana raises dividend by 20%

Seeking Alpha 📅 02/11 20:21
Dana ( DAN ) declared $0.12/share quarterly dividend , 20% increase from prior dividend of $0.10. Forward yield 1.5% Payable March 20; for shareholders of record Feb. 27; ex-div Feb. 27. See DAN Dividend Scorecard, Yield Chart, & Dividend Growth. More on Dana Dana Incorporated (DAN) Discusses Backlog And Market Outlook Call Transcript Dana Incorporated 2025 Q4 - Results - Earnings Call Presentatio...

Safestore to hold annual general meeting on March 18

Investing 📅 02/11 20:21

港股公告精选|华润电力1月发电量同比增近3成 丘钛科技1月摄像模组出货量增约22%

财联社 📅 02/11 20:20 1276.HK
财联社2月11日讯(编辑 冯轶) 财联社为您带来今日港股重要公告 1)公司要闻 丘钛科技(01478.HK): 1月摄像头模组销售数量合计4407.1万件,同比增加22.8%。指纹识别模组销售数量合计1974.1万件,同比增加18.4%。主要由于海外客户需求增加及供应份额持续上升,于物联网(IoT)及智能汽车领域销售增长。 华润电力(00836.HK): 1月售电量达到2378.879万兆瓦时,同...

Centrus Energy taps Fluor for Ohio uranium plant expansion

Seeking Alpha 📅 02/11 20:20
Liens/iStock via Getty Images Centrus Energy ( LEU ) said Wednesday it selected Fluor ( FLR ) as its engineering, procurement and construction contractor for the multibillion-dollar expansion of its uranium enrichment capacity in Piketon , Ohio. Under the multiyear contract, Fluor ( FLR ) will lead engineering and design of the expanded capacity in Ohio, manage the supply chain and procurement of ...

This ASUS Vivobook S 16 3K OLED AMD-powered Copilot+ PC with 24GB RAM/1TB SSD is a whopping $500 off today - 9to5Toys

Google 📅 02/11 20:20 AAPL.OMSFT.ONVDA.O
$500 off / $1,000 As part of its ongoing President’s Day sale, Best Buy is offering ASUS’ Vivobook S 16 3K OLED AMD-powered Copilot+ PC down at $999.99 shipped. This particular notebook with AMD’s Ryzen AI 9 365 processor, 24GB RAM, and 1TB SSD typically goes for $1,500, so you’re looking at a straight-up $500 discount on it at the moment. Today’s deal lands it $100 below its previous all-time low...

Conservative Swiss MP Urges 'End To Immigration From Stone Age Cultures' As Stats Expose Prevalence Of Domestic Violence

Zero Hedge 📅 02/11 20:20
Conservative Swiss MP Urges 'End To Immigration From Stone Age Cultures' As Stats Expose Prevalence Of Domestic Violence Via Remix News, New statistical data has highlighted the prevalence of domestic violence across different population groups in Switzerland, sparking a political debate over its root causes. SVP National Councillor Pascal Schmid argues that the figures identify this primarily as ...

Oracle, Adobe in Spotlight as BNP Paribas Breaks Down Software Sell Off

Yahoo 📅 02/11 20:19 ORCL.O
This article first appeared on GuruFocus. Oracle Corp. (ORCL, Financials) is back in the spotlight after BNP Paribas analyst Stefan Slowinski weighed in on the recent slide in enterprise software stocks. Slowinski said Oracle's newly announced 2026 capital plan which includes raising up to $50 billion in debt and equity has rattled some investors, particularly the equity component, which came as a...

专访《太平年》导演:不去粉饰苦难,才能理解和平的脆弱

第一财经 📅 02/11 20:19
在长剧领域,已许久没有同类作品被佐证能够获得市场的广泛认可。 剧集《太平年》的热播,让五代十国这段对大众而言相对冷门的历史,迎来了前所未有的关注度。 那是中原政权更迭频繁、四方势力割据林立的乱世。相较于过往历史剧常将目光投向那些功业显赫、声名卓著的帝王将相,《太平年》的选择有所不同。它尝试将观众的视线,引入一段由诸多碎片拼合而成的复杂历史。 开播之初,线索庞杂、登场人物众多,令一些观众感到门槛过高...

Factbox-How to make EU less dependent on China and US

Investing 📅 02/11 20:19

China could target French wine if Paris pushes for EU tariffs

Investing 📅 02/11 20:19

Jumia Tech earnings missed by $0.04, revenue fell short of estimates

Investing 📅 02/11 20:19

全国首个!上海大都市圈规划公示 覆盖江浙皖14城、1.1亿人

财联社 📅 02/11 20:18
《科创板日报》2月11日讯(记者 陈俊清) 2月10日,上海市规划和自然资源局公示了《上海大都市圈国土空间规划(2025—2035年)》(下称:《规划》),目前已形成规划草案,这也是全国首个跨省域都市圈国土空间规划。 《规划》聚焦2030年、2035年近中期规划部署,展望2050年远景战略安排,系统擘画了未来十年上海大都市圈的产业布局、空间结构与高质量发展路径。 《科创板日报》记者注意到,该《规划...

千问、蚂蚁阿福下载量暴增 包揽苹果应用总榜前二

格隆汇 📅 02/11 20:18 AAPL.O
格隆汇2月11日|今日苹果App Store中国区免费应用排行榜显示,千问、蚂蚁阿福下载量猛增,包揽总榜前二。近期,千问上线奶茶点单活动、阿福则上线“健康福”活动,直接拉升了两个App的用户下载量。

Tottenham’s soaring dreams for Thomas Frank quickly hit the buffers of grim reality | David Hytner

The Guardian 📅 02/11 20:18
When Tottenham have made managerial changes in the 21st century, they have seemingly been guided by a specific principle. The new man must represent a fresh start and so it would surely help if he were radically different to his predecessor; often the complete counterpoint. It began when Glenn Hoddle came in for George Graham in 2001 and over the ensuing years the club have bounced, for example, f...

NATO has begun "Arctic Sentry", a mission to strengthen its presence in the Arctic

Investing 📅 02/11 20:18

PLTR: Palantir Locks In Multi-Year Airbus Deal

Yahoo 📅 02/11 20:18 2015.HKPLTR.O
This article first appeared on GuruFocus. Palantir Technologies (NASDAQ:PLTR) has signed a multi-year extension of its agreement with Airbus SE (EADSF) to continue supporting the aircraft maker's Skywise aviation data platform. Financial terms were not disclosed. Skywise is Airbus' digital data platform used across civil aviation. It brings together aircraft performance, operational and engineerin...

Humana follows UnitedHealth, CVS Health to issue disappointing 2026 outlook

Seeking Alpha 📅 02/11 20:17
Thomas Kelley/iStock Editorial via Getty Images Humana ( HUM ) fell ~8% in the premarket on Wednesday as the company, with its Q4 2025 results, projected a lower-than-expected outlook for 2026, following similarly disappointing guidance issued by its managed care rivals, including UnitedHealth ( UNH ) and CVS Health ( CVS ). In late January, UnitedHealth ( UNH ), the number one player in the Medic...

美国FDA拒绝审核新型流感疫苗,莫德纳股价下跌

新浪 📅 02/11 20:17
周三盘前交易中,莫德纳股价大跌近9%,原因是美国食品药品监督管理局(FDA)拒绝审核该公司一款在研流感疫苗的上市申请,这凸显出美国疫苗政策正在发生转变。 这一决定对莫德纳试图弥补新冠疫苗收入下滑、并证明其mRNA技术平台长期可行性的目标构成了打击。 美国卫生部长小罗伯特・F・肯尼迪长期以来一直是反疫苗活动人士,其主导下的美国疫苗政策全面调整,已导致疫苗接种率下降,并引发了可能难以逆转的公共卫生风险...

台积电日本厂,真能赚钱吗?

36kr 📅 02/11 20:17 AAPL.ONVDA.OTSM.N
如果日本能建起最先进的半导体工厂,半导体产业就能重获新生。日本人们都内心深处相信这个说法。 凭借巨额补贴、世界上最先进的制造设备以及大规模生产的最小晶体管,这一景象无疑值得成为一个国家级项目,而且似乎也象征着日本半导体产业的复兴,该产业长期以来一直被认为“已经衰落”。 在这里,笔者想问一个问题: 那家半导体工厂真的盈利吗? 此外,在日本建设的尖端工厂真的能说是掌握在日本人手中吗? 2026 年 2...

国产机器视觉龙头易思维登陆科创板 上市首日收涨58.93% 银杏谷资本等投了

财联社 📅 02/11 20:17 9868.HK1211.HK
《科创板日报》2月11日讯(记者 王楚凡) 今日(2月11日),易思维(杭州)科技股份有限公司(下称:“易思维”)正式登陆科创板,发行价为55.95元/股,开盘后股价涨超78%。截至收盘,其报收于88.92元/股,股价上涨58.93%,总市值88.92亿元。 易思维从2025年6月上交所受理,至当年12月获得注册生效,历时半年。 据其招股书显示,本次科创板IPO该公司合计募资12.14亿元,资金将...
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