格隆汇2月10日｜据Wired，前SpaceX工程师哈伦·马蒂森（Halen Mattison）联合创办的商业航天公司General Galactic，计划于今年秋季测试其水燃料推进器，用以驱动重达1100磅的航天卫星。据悉，该公司已经购买了猎鹰9号火箭于今年10月左右的发射名额。

Key Points It announced an important expansion project abroad. This is an R&D facility in the Middle East. 10 stocks we like better than Astera Labs › Semiconductor stock Astera Labs(NASDAQ: ALAB) notched a nearly 10% price gain on Monday, the day before it's slated to publish its latest earnings release. Optimism about the numbers the company will post, plus news of expansion abroad, helped drive that near-double-digit lift. Researching how to grow That morning, California-based Astera announced that it had opened an advanced research and development (R&D) center in Israel. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Among other advantages, the company touted this as an effort that would advance artificial intelligence (AI) technology. It wrote in a press release that the facility "will accelerate the development of Astera Lab's next-generation scale-up fabrics for high-bandwidth connectivity protocols, while also advancing technical research and development to address memory bottlenecks in AI training and inference applications." The center is to be managed by Astera's senior vice president of engineering and general manager of its Israel operations, Guy Azrad. In the press release, the company touted collaboration activities with top universities in the country and entities within the vibrant Israeli venture capital community. sfdasfdasfda Astera didn't provide any financial details of the Israel facility. Although we can assume it's fairly costly -- it's designed to be an "end-to-end" R&D shop, after all -- it could bolster the company's offerings considerably. This is a boom period for any hardware manufacturer involved in the global AI build-out, and Astera's launch of this new center is particularly well-timed. Meanwhile, investors tracking the company's stock anticipate it will boost per-share earnings by 38% year over year to $0.51 i...

推荐：机器人紧锣密鼓筹备春晚；高德打车被约谈；国家大基金持续减持多家半导体公司 9日上午，习近平总书记来到位于北京亦庄的国家信创园，了解信息技术应用创新和北京加快建设国际科技创新中心情况，察看代表性科技创新成果展示，并同科研人员和科技企业负责人代表交流。图：新华社 【财新网】 习近平在京考察科技创新工作 据央视新闻，2月9日上午，习近平总书记在北京亦庄国家信创园调研信息技术应用创新与科技创新成果。银河通用创始人王鹤、松延动力创始人姜哲源、星动纪元创始人陈建宇、小米创始人雷军和北京人形机器人创新中心首席技术官唐杰、深势科技创始人张林峰、智谱创始人唐杰作为科技企业代表出席并参与交流。 中科曙光拟发行80亿元可转债 2月9日晚间，中科曙光（603019.SH）公告称，审议通过了 《关于公司向不特定对象发行可转换公司债券预案的议案》 及其他相关议案。根据预案，本次向不特定对象发行可转债拟募集资金总额不超过80亿元（含本数），募集资金总额扣除发行费用后用于面向人工智能的先进算力集群系统项目、下一代高性能AI训推一体机项目和国产化先进存储系统项目。

Pgiam/iStock via Getty Images Expand Energy Corporation ( EXE ) recently announced the departure of its CEO. There is an interim CEO now along with a search for a new CEO getting started. Additionally, there is the unnecessary relocation of the headquarters to Houston even though the most profitable part of the company is likely located in Pennsylvania. The company noted that the departing CEO expanded the corporation by a factor of five without noting that the stock price really did not follow suit. If this is supposed to be a good thing, then it is time to replace the board. Stock Price Note that the stock price rose initially when the old Chesapeake Energy exited bankruptcy. Natural gas prices ( NG1:COM ) rose from 2020 levels to eventually peak in 2022. Expand Energy Common Stock Price History And Key Valuation Measures (Seeking Alpha Website February 9, 2026) Note that the stock price has really done little since the high point that was hit back in 2022. The price sure has been volatile, though, providing ample trading opportunities for those so inclined. But for a company that has grown to the common stock price cap shown above, one would have expected some advantage to common shareholders that would show on the common stock price chart. It is possible that with the coming perceived natural gas price recovery, this stock could benefit from that in a disproportionate way compared to the competition. However, I follow plenty of companies that have done well with their stock price despite the declining natural gas prices over that time period. EQT Comparison EQT Corporation ( EQT ) did not have the benefit of a conservative bankruptcy to allow a considerable stock price increase after the brutal 2020. Yet EQT's stock price arguably has done better overall and also has that coveted investment grade rating. EQT Common Stock Price History And Key Valuation Measures (Seeking Alpha Website February 9, 2026) Note that EQT is roughly 20% above where the stock price high...

2月6日，千问APP“30亿春节免单活动”上线仅仅9个小时，AI下单的订单量就突破了1000万单。除了我这个节前突击减肥的人之外，我的整个朋友圈都在晒千问APP订的奶茶。在某互联网大厂工作的朋友告诉我：“你知道有多夸张吗？我们办公楼附近的奶茶店，硬生生的被从千问涌来的订单冲击到暂停接单了！”这大概能解释为何有些人抱怨从千问订的奶茶送货慢——因为商家根本没料到需求这么大。 所有人都在问同一个问题：“千问的爆发可持续吗？”我认为，无论接下来几天的趋势如何，阿里已经做出了一个正确的战略决策，那就是以AI为核心，串联起核心电商业务的各项功能，其长期目标是让AI成为消费互联网的下一代交互入口。“30亿春节免单活动”的爆发，不是短期流量刺激的结果，而是一场面向全体消费者的“AI生活方式压力测试”。在真实、高频、多场景的日常消费之中，AI作为生活助手的交互能力和实用价值，首次得到了大规模的验证！总体看来，绝大多数用户是接受并满意的。 从千问APP的升级开始，阿里的AI战略思路就十分清晰——大模型和AI应用并重，迅速推动AI从“技术奇观”进入商业化的日常应用场景，其中既包括信息、娱乐，也包括衣食住行。我想强调的是，在春节这种特定的时期，阿里生态内部丰富的消费场景，包括传统电商、即时零售、酒旅、出行、文娱……对用户具备相当大的吸引力。千问不仅接入了淘宝闪购，还接入了盒马、猫超，今后还会接入更多的交易功能。相信这个春节假期，通过千问APP下单购买餐饮、生鲜、年货的消费者不在少数。这不仅仅是千问的“出圈”时刻，也是数以亿计的用户第一次感受到“AI改变日常生活”的时刻。 当然啦，市场上从来少不了唱反调的人，最近就有一股声音宣称：“美国AI做模型，中国AI做奶茶”，试图以此为论据，证明中国科技大厂与美国同行相比的“落后性”。作为一个频繁使用各类大模型的资深AI用户，我想吐槽的是——难道这些人不知道，谷歌Gemini在上个月就开通了AI导购功能，与沃尔玛展开合作，甚至能通过沃尔玛账户直接下单吗？为了扩张履约能力，沃尔玛还加入了谷歌的“无人机配送计划”，打算在美国270个城镇进行实时配送。附带说一句，沃尔玛跟OpenAI也宣布了类似的合作意向，只是尚未正式开张。 至于亚马逊，作为北美第一电商巨头，更是一直在积极测试AI导购，打算通过旗下的Alexa智能硬件生态去推广。可惜的是，亚马逊自家的大模型...

Investors were clearly looking forward to the company's earnings release after market close on Tuesday. Semiconductor stock Astera Labs (ALAB +10.51%) notched a nearly 10% price gain on Monday, the day before it's slated to publish its latest earnings release. Optimism about the numbers the company will post, plus news of expansion abroad, helped drive that near-double-digit lift. Researching how to grow That morning, California-based Astera announced that it had opened an advanced research and development (R&D) center in Israel. Among other advantages, the company touted this as an effort that would advance artificial intelligence (AI) technology. It wrote in a press release that the facility "will accelerate the development of Astera Lab's next-generation scale-up fabrics for high-bandwidth connectivity protocols, while also advancing technical research and development to address memory bottlenecks in AI training and inference applications." The center is to be managed by Astera's senior vice president of engineering and general manager of its Israel operations, Guy Azrad. In the press release, the company touted collaboration activities with top universities in the country and entities within the vibrant Israeli venture capital community. Expand NASDAQ : ALAB Astera Labs Today's Change ( 10.51 %) $ 17.85 Current Price $ 187.70 Key Data Points Market Cap $29B Day's Range $ 169.42 - $ 188.30 52wk Range $ 47.13 - $ 262.90 Volume 309K Avg Vol 5.3M Gross Margin 75.41 % sfdasfdasfda Astera didn't provide any financial details of the Israel facility. Although we can assume it's fairly costly -- it's designed to be an "end-to-end" R&D shop, after all -- it could bolster the company's offerings considerably. This is a boom period for any hardware manufacturer involved in the global AI build-out, and Astera's launch of this new center is particularly well-timed. Meanwhile, investors tracking the company's stock anticipate it will boost per-share earnings by 38% year over y...

Key Points It announced an important expansion project abroad. This is an R&D facility in the Middle East. 10 stocks we like better than Astera Labs › Semiconductor stock Astera Labs (NASDAQ: ALAB) notched a nearly 10% price gain on Monday, the day before it's slated to publish its latest earnings release. Optimism about the numbers the company will post, plus news of expansion abroad, helped drive that near-double-digit lift. Researching how to grow That morning, California-based Astera announced that it had opened an advanced research and development (R&D) center in Israel. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Among other advantages, the company touted this as an effort that would advance artificial intelligence (AI) technology. It wrote in a press release that the facility "will accelerate the development of Astera Lab's next-generation scale-up fabrics for high-bandwidth connectivity protocols, while also advancing technical research and development to address memory bottlenecks in AI training and inference applications." The center is to be managed by Astera's senior vice president of engineering and general manager of its Israel operations, Guy Azrad. In the press release, the company touted collaboration activities with top universities in the country and entities within the vibrant Israeli venture capital community. sfdasfdasfda Astera didn't provide any financial details of the Israel facility. Although we can assume it's fairly costly -- it's designed to be an "end-to-end" R&D shop, after all -- it could bolster the company's offerings considerably. This is a boom period for any hardware manufacturer involved in the global AI build-out, and Astera's launch of this new center is particularly well-timed. Meanwhile, investors tracking the company's stock anticipate it will boost per-share earnings by 38% year over year to $0.51 ...

债市要闻 【沪深北交易所：存在破发情形的上市公司，可以通过定增、发行可转债等方式合理融资】 沪深北交易所2月9日宣布优化再融资一揽子措施。在进一步支持优质上市公司创新发展方面，沪深北交易所明确，对经营治理与信息披露规范，具有代表性与市场认可度的优质上市公司，优化再融资审核，进一步提高再融资效率。同时，为更好适应科创企业再融资需求，沪深交易所已修订上市公司“轻资产、高研发投入”规则，明确主板企业认定标准。沪深北交易所存在破发情形的上市公司，可以通过定增、发行可转债等方式合理融资，募集资金需投向主营业务。此外，沪深北交易所还明确提升再融资灵活性、便利度，加强再融资全过程监管。 【中国外汇交易中心支持自贸离岸债达成首批交易】 近日，东方智盛有限公司发行、东方证券股份有限公司提供跨境担保的自贸离岸债“26东方证券自贸离岸债01”（规模2亿元、票面利率1.88%），通过中国外汇交易中心本币交易系统达成首批交易，参与方包括中国银行（香港）、工商银行（亚洲）等。交易达成后，双方通过上海清算所开展DVP（券款对付）结算，并同步通过人民币跨境支付系统（CIPS）进行人民币资金划付，实现了自贸离岸债券交易清算结算全流程直通式处理。 【10年期国债收益率下破1.8%，多数机构对节前债市表现持乐观态度】 2月9日，10年期国债收益率久违下破1.8%关口，最低触及1.793%，为2025年11月以来首次。1月以来，10年期国债收益率已从高位累计下行10BP（基点），近期随着30年期国债收益率下行加快，二者背离态势减弱，期限利差在收窄。在受访人士看来，在其他资产普遍高波动的背景下，近期债市迎来持续修复行情，一方面是债市配置价值凸显，机构持券过节意愿更强；另一方面，央行持续释放暖意，市场对宽货币博弈升温。进入春节前最后一个交易周，多数机构对节前债市表现持乐观态度，主要干扰因素或转向基本面和股债跷跷板效应，本周即将披露的通胀数据等经济指标是市场关注的焦点。 【城投债融资环境边际好转，1月注册超5000亿】 财联社据企业预警通统计，2025年12月城投债注册4607.87亿元，环比增加57%。进入2026年，城投债注册规模进一步上升。1月，城投债注册5453.49亿元，环比增加18%。分注册场所看，交易所的注册规模明显上升。银行间市场近三个月的月度城投债注册规模为1641.16亿、1781.58亿、...

格隆汇2月10日｜雷军微博称：前段时间，一辆YU7行驶在美国加州的高速公路上，挂着当地的测试车牌。 很多人问我，小米是不是准备进入美国市场？ 我回答一下：我们目前暂时没有进入美国市场的计划。我估计，这辆YU7是美国同行或者供应商购买的对标车。

我们先来看一组惊人的裁员数据。据全球裁员追踪网站Layoffs.fyi和TrueUp统计，2023年至2025年美国科技行业（核心是硅谷科技巨头）累计裁员超50万人，其中亚马逊、甲骨文等巨头为典型代表。对此外界的一直解读为： AI来了，程序员完蛋了。 但我在和包括硅谷在内的AI创业者、投资人等交流完毕后，真相并非如此。 硅谷这一波裁员，称为“科技大重组”（The Great Tech Reset），其规模和性质与以往的经济衰退完全不同。不是因为公司赚不到钱了， 根本原因是由于急剧膨胀，原来以创新为核心的科技公司，已经成了充满官僚主义和管理黑洞的大型低效组织。AI只是官僚主义的背锅侠。 急剧膨胀+疯狂裁员的硅谷巨头 2019年，是整个硅谷甚至整个美国科技公司的转折点。 从这一年开始，硅谷科技公司组织规模和程序员急剧膨胀。 从2019年底到2022年，巨头们扩招速度惊人。亚马逊员工人数从79.8万暴增至160.8万， 增幅高达102%； Meta员工数从4.5万激增至8.7万， 几乎翻倍； 谷歌（Alphabet）总数也逼近19万。从全美范围来看，“计算机编程与系统设计”岗位增长最快。具体到硅谷，仅旧金山湾区的20家科技公司，在这一时期就增加了约4万个本地岗位。 这个期间发生了什么？为什么招聘如此“疯狂”？ 首先，是线上生活假象。 由于疫情带来电商、视频会议等线上流量激增，巨头们一致性的误判，这是永久性的结构转变。电商渗透率一夜之间，超过了过去十年的总和。在这种背景下，硅谷巨头们产生了一种错觉：这种惊人的增长曲线，将永远持续下去。包括居家办公的常态化，都被视为长期趋势。 人才竞赛： 硅谷当时盛行一种思维，招人不仅是为了干活，更是为了囤积人才，防止竞争对手招到优秀的程序员。一场史无前例的人才扩招竞赛开始了。这种扩张并非基于业务逻辑，更多是出于防御性招聘。哪怕是我招来不用，也要确保竞争对手招不到。 低利率红利： 当时由于美国大放水，资金成本极低，公司有充足的现金流，支撑大规模的人员扩张。 但是到了2023年，风口急转直下，原来的金贵的码农开始成为弃子。 根据全球裁员追踪网站Layoffs.fyi和TrueUp的统计，美国科技行业的裁员潮从2023年开始暴增，并在2024和2025年继续增加： 2023年裁员26.4万人。2024年裁员15.3万人。2025年裁员12.4万人...

格隆汇2月10日｜宏碁1月销售额210.8亿元台币，同比增长39.8％。

寧德時代建議採納2026年A股員工持股計劃 富途牛牛

寧德時代(03750)制定《2026年A股員工持股計劃(草案)》 AASTOCKS.com

機場廁所如廁遭撞爆門 女事主：荒謬指數10粒星 網民分享「再奇怪都有」 【有線新聞】公眾場所如廁最怕門鎖懷了，但有否想過有鎖也可能「鎖不了」？有女網民就在社交平台上分享親身經歷，指自己如廁到一半時遭一名大媽「破門闖入」，將門鎖直接撞爆，引起網民熱議。 鎖頭掉在地上 網民：佢極度急？ 女事主在貼文自言當時「喺機場廁所屙屙（痾痾）下」，突然之間被一名內地婦人撞開門，「鎖都爛埋，荒謬指數我比十粒星」。其上傳影片可見門鎖位置被整個撞開，鎖頭掉在地上，相當誇張。 不少網民都留言分享類似經歷，「見過有個行李放左洗手盤，佢應該擔心比人偷，所以唔關門開左條隙，佢仲要一路疴（痾）一路望出嚟」、「見過佢哋會踢度門，明明都見到紅色有人都照逐格踢」、「經常見到有個奇怪行為，入廁格唔鎖門就用」、「佢地可能習慣無門廁所，唔知有得鎖」、「佢極度屎急？」

champpixs/iStock via Getty Images In the past couple of weeks, we have repeatedly highlighted the weakness in the software stocks. Fears that AI will pose a significant threat to the sector have caused large losses in terms of both price and weighting. In the charts below, we show the industry's weighting in the S&P 500 versus other industries within the tech sector. Last Thursday, the software and services industry saw its market cap as a share of total S&P 500 market cap fall below 9% for the first time since July 24, 2011. A significant portion of that drop has come from a dramatic move over the past several months; however, that is also in the context of a longer-term drawdown since the peak weighting in the summer of 2018, shortly before a reclassification that shifted several large-cap Tech names into other sectors. The recent declines also put the software industry's weighting on par with one of its peers in the tech sector: the tech hardware and equipment industry. In fact, at the low last Thursday, software saw its weighting in the S&P 500 fall below that of tech hardware and equipment for the first time since April 30, 2010. Whereas there have been steadier trends in software weighting over the long run, hardware and equipment has seen a relatively stable range of readings in the mid to high single digits since the early 2000s. That followed extremely elevated weights that crossed into the mid-20% range during the height of the dot-com era. Fast forward back to today, even with the lower weighting in software recently, tech hardware hasn't been picking up much. The third and final industry that comprises the tech sector is semiconductors, and its weight trend is the polar opposite. This is a group that has been an absolute star of the show since AI came to the mainstream in late 2022, and as a result, it is now hovering around a record share of the S&P 500's market cap. Today, its weight is up to 14.3%, which is again still a far cry from the tech hardware...

Toyota Taps Kenta Kon As New CEO In Leadership Shake-Up Toyota is reshaping its leadership once again, naming Kenta Kon as its next chief executive, with the transition set for April 1. Kon, currently the company’s chief financial officer, will step into the top role as part of a broader management realignment, according to Car & Driver. The move shifts current CEO Koji Sato into a dual position as vice chairman and chief industry officer. Toyota says the change is designed to reduce Sato’s workload, especially after he took on the chairmanship of Japan’s main auto industry group earlier this year. Under the new structure, he will “focus on the broader industry, including Toyota, as Vice Chairman and CIO, while Kon will focus on internal company management as President and CEO.” Kon succeeds Sato just three years after he assumed the role following the departure of Akio Toyoda, who stepped down in 2023 after more than a decade leading the company founded by his grandfather. That earlier transition marked a shift away from family leadership, and this latest change continues Toyota’s evolution. The report says that industry observers see Kon’s promotion as a signal that Toyota is emphasizing financial strategy . Automotive News has described him as a “longtime confidant” of Toyoda, and his background in finance contrasts with his predecessors’ engineering-focused careers. Sato, for example, previously led Lexus and Toyota’s Gazoo Racing division, helping expand the company’s performance brand and develop models like the GR Corolla and Supra. Kon’s former role as CFO will now be filled by executive vice president Yoichi Miyazaki, who has held the position before. At a news conference in Tokyo, Kon made clear that profitability will be central to his leadership. “My role will be establishing this good profit structure, this foundation, so that the people can take on courageous challenges,” he said. “I want to use that money for the future of Toyota.” With Kon focusing o...

After years of falling sales, cost cuts at Converse may have been inevitable. Since Elliott Hill took over as CEO more than a year ago, Nike (NKE 2.28%) has been in the midst of a far-reaching turnaround, attempting to reestablish relationships with key retail partners, bring sport back to the center of the brand, and start innovating again. While that turnaround strategy has delivered some successes, an ongoing pain point for Nike has been Converse, the sneaker brand it acquired in 2003, which is probably best known for the timeless Chuck Taylor line. In Nike's most recent quarter, revenue from Converse fell 30% to $300 million, including declines in all of its regions, continuing a long run of negative growth at the sub-brand. Layoffs could be coming After several quarters of declining revenue at Converse and sales at a 15-year low, layoffs now seem to be on the docket for the footwear brand, according to reporting in several media outlets. Converse CEO Aaron Cain said that the company had to make difficult decisions, in an internal memo reported by Bloomberg, including "saying goodbye to friends and teammates," and senior executives are expected to be leaving as well. It's unclear how many jobs are being cut in the move, but it follows a round of layoffs at Nike as the sportswear giant tries to regain its footing and return to profit. Expand NYSE : NKE Nike Today's Change ( -2.28 %) $ -1.46 Current Price $ 62.47 Key Data Points Market Cap $95B Day's Range $ 62.44 - $ 63.91 52wk Range $ 52.28 - $ 82.44 Volume 643K Avg Vol 18M Gross Margin 40.72 % Dividend Yield 2.52 % What it means for Nike stock The human toll of layoffs generally makes them one of the last options for struggling businesses, but investors have mixed responses to them. Sometimes, a stock goes up on news of layoffs as investors believe it will lead to lower costs and, therefore, increased profits. Nike stock slipped 2.4% on Monday, but it was unclear if that was related to the Converse news. Conver...

【昨日行情回顾】财联社2月10日电，上个交易日市场高开高走，沪指涨超1%，深成指涨超2%。全市场超4600只个股上涨。沪深两市成交额2.25万亿，较上周五放量1038亿。1）字节跳动近期推出的新一代AI视频生成模型Seedance2.0，凭借突破性性能刷屏海内外互联网。短剧以及文生视频概念应声大涨，引爆AI应用端全线爆发，中文在线、海看股份、掌阅科技、欢瑞世纪等全天封死一字涨停，带动板块内十余只成分股涨停。2）最近一周海外亚马逊、谷歌、微软和Meta等海外主要CSP大厂披露最新财报，2026年资本开支合计将达6600亿美元，同比大幅增长60%。随着美股科技股全线回暖，算力硬件股再掀高潮，杰普特封死20厘米涨停，此外天孚通信、长盈通、蘅东光、炬光科技等多股涨超10%，创出历史或阶段新高。3）特斯拉正在美国多地评估选址，计划扩大太阳能电池制造业务，目标在未来三年内实现每年100吉瓦的太阳能制造能力。受此消息刺激，太空光伏产业链卷土重来，协鑫集成晋级4连板，亚玛顿、拓日新能、金晶科技等多股涨停。不过此前领涨板块的几只20厘米设备端趋势抱团人气股盘中抛压不轻，连城数控、迈为股份、捷佳伟创、奥特维等纷纷走出冲高回落或高开低走行情。4）年初至今，分散染料的核心中间体还原物开启涨价，已从去年的2.5万元/吨飙升50%以上至3.8万元/吨，分散染料概念延续上周强势，闰土股份、亚邦股份、福莱蒽特、海翔药业等多股涨停。除去分散染料外，包括甲醇、草甘膦、环氧丙烷等化工细分均有不俗表现，金牛化工、红太阳、华尔泰等悉数涨停。

小米集團（01810）昨斥5273萬元回購150萬股，每股最高價35．24元 香港經濟日報HKET

【盘前题材挖掘】①Seedance2.0对算力需求巨大，算力硬件基础设施有望同步受益。②大模型轻量化与硬件算力日趋成熟，AI端侧或迎规模化放量元年。③政策倾斜与市场需求共振，氢能产业有望进入加速发展期。

智通财经APP注意到，甲骨文(ORCL.US)股价周一扩大反弹势头，美国科技巨头资本支出的增加，有助于缓解市场因 人工智能 发展对该公司构成的威胁而产生的紧张情绪。 这家软件行业风向标企业的股价盘中一度上涨12%，创下自9月10日以来的最大盘中涨幅，截至收盘涨幅缩窄至9%。尽管此前亚马逊(AMZN.US)承诺今年将投入2000亿美元用于 数据中心 、芯片及其他设备，但即便在周一反弹之后，甲骨文的股价较9月份的高点仍下跌了约50%。 “软件行业并未消亡，”D.A.Davidson分析师Gil Luria在报告中写道，并将该股评级从“中性”上调至“买入”。“我们相信企业将继续为甲骨文的产品买单，它们不会被‘氛围编程’所取代。” 甲骨文股价仍比历史最高点低约50% 最近几周，由于担心AI将削弱对软件产品的需求，该行业遭受重创，导致iShares扩展科技软件板块ETF较其高点下跌了约28%。虽然这些担忧不太可能消失，但一些人押注，在亚马逊、Alphabet、Meta以及微软总计约6500亿美元的AI工具支出中，至少有一部分将流向软件公司。 就甲骨文而言，D.A.Davidson对该公司与 OpenAI (ChatGPT的开发商)的关系也持更加乐观的态度。此前，OpenAI正面临关于缺乏盈利能力以及需要快速增长以支付巨额支出承诺的质疑。 “基于策略调整、新前沿模型的推出、谷歌近期崛起对其竞争对手造成的压力，以及融资工作的进展，我们现在对OpenAI持更加积极的看法，”Luria写道。 Luria表示，“经过重组的 OpenAI 将重回谷歌的顶级挑战者地位，并凭借新获得的资金，能够履行其今年的义务，包括对甲骨文的义务。” 这位分析师称，OpenAI 已开始专注于其核心前沿模型和 ChatGPT，同时减少了对一些边缘项目的投入。分析师补充说：“该公司似乎已经意识到，它需要与英伟达、微软和亚马逊保持一致，而不是试图与它们竞争。” Luria和他的团队表示，他们预计随着投资者重新将 OpenAI 视为赢家，其相关上市公司的估值可能会大幅提升。 当然，华尔街并非所有人都认同这一观点。MeliusResearch分析师Ben Reitzes在周一指出，甲骨文“不产生现金流，且不能保证OpenAI一定能击败Anthropic和谷歌。” 但这并未阻止甲骨文计划在今年筹集450亿至500亿美元...

2026年开年之初，小核酸赛道全面爆发。 技术突破和商业化落地共同推动小核酸领域进入了从1到10的商业化阶段。减重领域的小核酸药物临床数据接连公布，提振了市场的情绪。此外中国生物的十亿级重磅并购和小核酸企业瑞博生物的港股上市标志着资本的退出通道已经被打通。某创新药投资人告诉动脉网，小核酸赛道已经开始了商业化加速。 图1. 近期小核酸领域的重磅事件（资料来源：动脉网整理） 随着国内创新药龙头和MNC持续加大在小核酸领域的布局，小核酸已然进入创新药研发的核心赛道，未来这一领域的重磅事件有望接连出现。 01 重磅临床数据不断涌现 风头正劲的小核酸赛道，2026年迎来了全面爆发，重磅事件不断涌现。 1月6日，Arrowhead Pharmaceuticals披露了两款siRNA肥胖候选药物的临床数据，在合并2型糖尿病的肥胖患者中，ARO-INHBE、ARO-ALK7均实现了内脏脂肪、总脂肪等身体指标的改善。消息发布后，Arrowhead股价上涨了10.9%。但是由于临床结果中缺少了“体重下降”这一关键指标，市场情绪有所消退。但ARO-INHBE与替尔泊肽联用，在2型糖尿病肥胖患者中于第16周实现了-9.4%的体重下降，相较单用替尔泊肽（-4.8%）约提升2倍。这一数据仍然让投资者看到了小核酸药物的应用潜力。 就在一个月之前，即2025年12月8日，Wave Life Sciences公布了其siRNA药物WVE-007用于减重的Ⅰ期临床试验结果，单次给药后第12周减重幅度4.0%，肌肉增加0.9%。WVE-007在实现与司美格鲁肽相当的减脂效果的同时，避免了后者常见的肌肉流失风险。且WVE-007安全且耐受性良好，无受试者停药，未发生严重或重度治疗相关不良事件（TEAE）。当日，Wave股价暴涨147.3%。 小核酸减重赛道多款潜力产品接连发布的临床数据表明，小核酸药物有可能作为单药或与GLP-1类药物联合使用，在减脂的同时减少肌肉消耗。小核酸药物在减重领域的临床前景值得期待。 02 多起小核酸重磅交易爆发 此外，2025年小核酸领域BD交易火热，圣因生物、舶望制药、靖因药业这些小核酸研发企业都有大额BD授出，这一现象在2026年仍然持续。2026年新年伊始，安龙生物便与一家美国纳斯达克上市企业达成小核酸药物领域的国际战略合作协议，合作规模达上亿美元，这标志着安龙生物在国际...

雷军微博（WB）发文称，前段时间，一辆YU7行驶在美国加州的高速公路（884154）上，挂着当地的测试车牌。很多人问我，小米（K81810）是不是准备进入美国市场？我回答一下：我们目前暂时没有进入美国市场的计划。我估计，这辆YU7是美国同行或者供应商购买的对标车。

格隆汇2月10日｜据一财，当地时间周一，日经225指数涨超2000点，史上首次突破56000点关口——这也让伯克希尔所持日本资产，即五大商社的投资市值突破410亿美元。从2019年开始，已卸任伯克希尔首席执行官的沃伦・巴菲特对日本股票进行了一系列大手笔押注。周一东京股市大涨推高了相关个股股价，单日浮盈近20亿美元。结合伯克希尔财报公布的细节，其投资成本约为138亿美元，这意味着这笔投资已增值近两倍。

在全球贸易活动保持韧性之际，新加坡预测今年其经济增长速度将超过预期。 新加坡贸易及工业部周二发布的最终预测显示，2026年国内生产总值（GDP）预计将增长2%-4%，高于此前1%-3%的预测。 该部表示，2025年最后一个季度GDP与上年同期相比增长6.9%。这高于经济学家的预估中值6.5%，也高于政府发布的初值5.7%。 新加坡贸工部表示，人工智能的持续繁荣，包括美国、德国和日本在内多个经济体的扩张性财政政策，以及宽松的全球金融环境，将支持全球经济增长。 2025年国内生产总值增长5%，超过此前4.8%的初值。这是自2021年以来最快的增速，当时疫情后的报复性消费推动经济增长接近10%。 这些数据显示，尽管有美国关税的搅扰，但新加坡经济依然保持了强劲韧性，人工智能AI的蓬勃发展刺激了该国高科技制造业和出口。越南和马来西亚等邻国也基本未受美国提高关税的影响，这主要得益于电子产品需求增长。 预计新加坡总理黄循财将在周四公布2026年财政预算案时，宣布最新经济战略。 责任编辑：于健 SF069

当地时间周一，日经225（N225）指数涨超2000点，史上首次突破56000点关口——这也让伯克希尔所持日本资产，即五大商社的投资市值突破410亿美元。从2019年开始，已卸任伯克希尔首席执行官的沃伦 巴菲特对日本股票进行了一系列大手笔押注。周一东京股市大涨推高了相关个股股价，单日浮盈近20亿美元。结合伯克希尔财报公布的细节，其投资成本约为138亿美元，这意味着这笔投资已增值近两倍。(一财)