据知情人士称， 现代汽车 寻求到2028年向 谷歌 的自动驾驶子公司Waymo供应5万辆IONIQ 5自动驾驶汽车。 鉴于每辆车的价格估计约为50，000美元，该合同价值可能为25亿美元。 责任编辑：于健 SF069

Taiwan says ‘impossible’ to move 40% chip capacity to U.S. The Japan Times

隔夜美国软件股集体反弹，华尔街分析师集中发声驳斥人工智能将颠覆软件行业的“末日论”，称市场过度悲观。甲骨文等龙头股大幅反弹，科技巨头加码资本支出的承诺也提振了投资者信心。 软件板块整体走强，iShares Expanded Tech-Software Sector ETF周一上涨3%，此前该ETF已较高点暴跌约28%，市场担忧AI将接管软件传统职能并颠覆其收入模式。Wedbush Securities分析师Dan Ives称近期软件股"末日"叙事"极度夸张"，并将Salesforce和ServiceNow加入该机构AI 30榜单。 甲骨文股价一度飙升12%，创9月10日以来最大盘中涨幅，收涨近10%。D.A. Davidson分析师Gil Luria将该股评级从中性上调至买入，并直言"软件并未死亡"，称企业将继续为甲骨文产品付费，"不会被随意编码替代"。 此外，亚马逊承诺今年在数据中心、芯片等设备上投入2000亿美元，这一表态帮助缓解了市场对AI威胁的担忧。部分投资者押注，亚马逊、Alphabet、Meta和微软等公司合计约6500亿美元的AI工具支出，至少有一部分将流向软件企业。 华尔街集中反击“末日论”叙事 多位分析师周一密集发声，推翻软件行业面临生存危机的悲观论调。Wedbush的Ives在周日研报中表示，市场正在为软件公司定价一个"末日场景"， 他认为这种预期"极度夸张" 。他指出，在迁移项目变得不那么复杂和有风险之前，客户不太可能为了加速AI采用而冒数据风险。 Monday.com管理层在周一财报电话会议上也表达了类似观点。尽管该公司因本季度和全年收入预期疲软导致股价暴跌20%，但联合创始人兼联席CEO Eran Zinman表示， 客户仍然喜欢他们的产品，并在寻找利用AI技术的最佳方式。 "对他们来说，最好的方式是使用他们之前已经在用的系统，那里有大部分数据、背景和工作流程，"他说。 Crossmark Global Investments首席市场策略师Victoria Fernandez认为， AI和软件公司可以"在某种程度上共存，但问题是这些公司能保留多少定价权" 。她补充道，对于那些经历了大幅回调但拥有强劲资产负债表的公司，投资者可以"试水"。 甲骨文大幅反弹但仍远低于高点 尽管周一大涨，甲骨文股价仍较去年9月高点下跌约50%，今年迄今跌幅约20%...

But it is the crisis over Greenland that has really tugged at the fabric of the entire transatlantic alliance between the US and Europe. Donald Trump has said on numerous occasions that he "needs to own" Greenland for the sake of US and global security, and for a while he did not rule out the use of force.

1月28日，由铅笔道联合主办的中关村早期投资论坛暨2026新场景大会举行，影响力登上活动行北京总榜第1名。本文为大会《人形机器人跑得快，但钱好赚吗？》圆桌讨论实录。 以前春晚，大家看的是节目，但去年开始，大家开始关注：人形机器人是不是要整点新活了。但表演、跳舞等，真的是机器人的天花板吗？显然不是。 本文将击穿这个问题，为您详细解读：人形机器人最容易赚钱的机会，以及最不容易赚钱的机会；哪些愿景是可期的，哪些是短期克服不了的。 参与讨论的嘉宾包含：1位长期关注人形机器人的投资人，2位人形机器人创业家（见下表）。 01 去年，哪些场景突破最令人兴奋？ 邹蔚： 从春晚到马拉松、运动会，人形机器人这一年刷足了存在感。对几位长期在一线的从业者来说，2025 年最重要的突破到底在哪里？ 张煜： 如果用一句话总结，2024 到 2025 年，是具身智能发展速度最快的一年。我看到几个非常明显的变化。 第一，融资规模在不断刷新。 现在，过亿的项目已经不算稀奇了，这本身就说明行业热度和市场预期在快速抬升。 第二，机器人开始“无处不在”。 现在很多展会，如果没有机器人，反而会显得有点“跟不上时代”。 第三，有一件事让我印象特别深——宇树机器人的拳击赛登上了央视转播。 这至少说明两点： 一是国家层面对这件事是重视的； 二是机器人在动作流畅度、表现力上，已经开始具备真正的“观赏性”，甚至有点像人了。 但说实话，这些变化和赚钱的关系并不大，更多还是认知层面的突破。 张正涛： 我个人感触最深的一点，是供应链和成本真的成熟了。 我2007年就开始做人形机器人，那时候做打乒乓球的项目，还是国家重大专项，很多核心零部件要等半年以上。但到今天，从关节、电机到整机本体，一整套人形机器人的成本，已经可以和人力成本放在一起算账了。 第二个变化是运控能力。 以前机器人走路是“晃晃悠悠”，现在在 CES 这样的国际展会上，中国的人形机器人已经可以不挂绳稳定行走，从 1.3 米到 1.6 米都比较成熟。 第三是灵巧手。 过去灵巧手非常贵，现在从6个自由度到 20 多个自由度，成本已经降到几千到几万。本体成本、运控稳定性、灵巧手成熟度这三件事，让人形机器人第一次具备了计算 ROI 的基础。 从应用上看，2025 年更多还是文旅、商超、导览这类“表达型场景”；真正往工业场景走，可能要到 2026 年以后。 邹豪： 我想从...

(RTTNews) - The Taiwan stock market on Monday ended the two-day losing streak in which it had dropped more than 500 points or 1.6 percent. The Taiwan Stock Exchange now sits just above the 32,400-point plateau and it's expected to open in the green again on Tuesday. The global forecast for the Asian markets is cautiously optimistic amidst an extended rebound among technology companies and ahead of key U.S. data later this week. The European and U.S. markets were up and the Asian bourses are expected to follow that lead. The TSE finished sharply higher on Monday following gains from the technology and plastics sectors, while the financial sector came in mixed. For the day, the index jumped 621.70 points or 1.96 percent to finish at 32,404.62 after trading between 31,956.21 and 32,666.05. Among the actives, CTBC Financial shed 0.47 percent, while Fubon Financial collected 1.52 percent, E Sun Financial dropped 0.88 percent, Taiwan Semiconductor Manufacturing Company and Formosa Plastics both jumped 1.97 percent, United Microelectronics Corporation improved 0.81 percent, Hon Hai Precision vaulted 1.63 percent, Largan Precision tumbled 1.72 percent, Catcher Technology tanked 2.25 percent, MediaTek surged 7.02 percent, Delta Electronics strengthened 1.72 percent, Novatek Microelectronics expanded 1.92 percent, Nan Ya Plastics soared 6.12 percent, Asia Cement lost 0.42 percent and Cathay Financial and Mega Financial were unchanged. The lead from Wall Street suggests mild upside as the major averages opened lower on Monday but eventually moved up into the green to finish with modest gains. The Dow rose 18.98 points or 0.04 percent to finish at 50,134.65, while the NASDAQ jumped 217.80 points or 0.95 percent to close at 23,249.02 and the S&P 500 added 34.13 points or 0.49 percent to end at 6,966.43. The strength that has emerged on Wall Street reflected an extended rebound by tech stocks, which helped the strong upward move seen last Friday. Software giant Oracle (ORCL) has ...

爱迪特（301580）在机构调研时表示，公司3d打印（885537）业务推进态势良好，将成为公司核心业绩新引擎。EZprint-P1打印机拥有高速打印优势，20分钟可完成半口桥打印，大幅提升行业生产效率；配套打印材料固含量53%，已获FDA认证，国内、欧盟认证即将落地。对于口腔3d打印（885537）市场，公司判断其具备广阔的发展与放量潜力，3d打印（885537）产品与技术成熟度持续提升，公司打印的应用场景向种植、正畸等多领域拓宽，相关临床方案已完成市场验证。(人民财讯)

Advertisements for potentially illegal mainland Chinese cleaning services targeting Hong Kong households ahead of Lunar New Year remain available on social media platform RedNote despite recent arrests by the city’s immigration authorities, the South China Morning Post has found. Checks by the SCMP on RedNote found several suspected illegal posts promoting domestic cleaning services in the city, with some saying “professional local team sent to Hong Kong home” and another promising to “deep clean your home in Hong Kong”. None of those posts clearly named the origin of the janitors. Advertisement A reporter posing as a customer sent direct messages to one of the service providers requesting a quotation for a deep clean of a 400 sq ft flat in Sheung Shui, including sweeping and mopping, and cleaning windows, furniture and the hood in the kitchen. The operator quoted HK$130 (US$16.60) per hour, with a minimum requirement of three hours per session, saying the shorter the shift, the less “cost-effective” the cleaning task. It also requested HK$60 as a border crossing transport fee. Advertisement The mainland operator then asked the reporter to switch to the WeChat messaging platform to confirm details of the service and pay half the price as a deposit.

财联社2月10日讯（编辑 卞纯） 美国总统特朗普最新表示， 他提名的美联储主席能够使美国经济实现15%的增长率。这一目标极为乐观，却也凸显出沃什若通过参议院提名确认，将面临巨大压力 。 特朗普在采访时表示，沃什是他上次遴选美联储主席时的 “第二人选”， 当初选择杰罗姆·鲍威尔担任美联储主席是个重大错误 。 “若沃什能充分发挥自身能力履职，美国经济增速有望达到15%，甚至更高。我相信他会做得很出色，他确实是个非常优秀的人。”特朗普在周一播出的一段采访片段中表示。完整采访将于周二播出。 目前尚不完全清楚特朗普所指的是同比增速还是其它度量指标。美国经济今年预计增长2.4%，过去五十年平均年增长率为2.8%。自1950年代以来，国内生产总值（GDP）增速超过15%的情况屈指可数，其中包括2020年第三季度，当时企业在新冠疫情解封后重启。 特朗普在寻找新主席的过程中曾表示，他将选择一位支持降息的候选人。他最终选择提名前美联储理事凯文·沃什担任下一任美联储主席，考虑到沃什此前的鹰派立场，这令市场担忧降息之路将就此打住。 面对市场疑虑，特朗普上周表态称，若其提名的美联储主席人选曾表达过加息意愿，那么这个人就不会获得这一工作机会。他还表示，自己毫无怀疑利率 “很快就会下调”。 这些言论显然表明，特朗普坚信沃什若成功上任，能在中期选举前为美国经济注入增长动力——中期选举历来对在任美国总统而言都是一场严峻考验。 同时， 这也意味着沃什未来的履职之路将如走钢丝般艰难，需在多方压力间寻求平衡 。 此番言论还表明，特朗普并不担心通胀问题。通常情况下，在经济增长率达到或接近15%的水平时，通胀率会大幅上升，而目前美国通胀率仍然高企。 根据美联储去年12月发布的经济预测，官员们的中位数预期是2026年仅降息一次。不过，投资者仍预计今年会有两次降息。 在周一播出的采访片段中，特朗普还透露，当初前财长史蒂文·姆努钦力主提名鲍威尔担任美联储主席。 “我的财政部长非常、非常想要他（担任美联储主席）。我当时对他感觉并不好，但有时候你听从别人的意见，结果却是个错误，这确实是个严重的错误。”特朗普在谈到鲍威尔时表示。 鲍威尔在美国前总统拜登执政期间获得连任，自特朗普上台以来一直遭到批评。特朗普极力施压美联储降息，这打破数十年来的惯例，对美联储的独立性构成挑战。 上月，鲍威尔透露，联邦检察官正对他就美联储华盛顿...

Contemporary Amperex Technology’s (CATL) new batteries are ready to be used in extreme cold areas like Antarctica, according to a top engineer, as the Chinese giant eyes untapped markets amid keen electric vehicle (EV) competition. CATL’s Naxtra sodium-ion battery, which will be applied in mass-produced passenger cars for the first time globally this year, is undergoing winter testing in vehicles in chilly Inner Mongolia, the firm and its partner China Changan Automobile Group announced last week. “The Naxtra batteries are capable of working in extreme cold areas such as Antarctica, with tests done in -50 degrees Celsius (-58 Fahrenheit),” said Ouyang Xiaolong, the leading engineer for passenger car technology at the world’s largest power-battery supplier, in a recent interview with the South China Morning Post. Advertisement The tests in extreme conditions come as China’s penetration of EVs in total new car retail sales logged the slowest growth in the past five years in 2025 of 6.3 percentage points, data from the China Passenger Car Association showed. EV sales in mainland China have concentrated in coastal areas or developed cities, where the temperature is usually mild. Among the top 100 cities in terms of EV sales volume in 2025, only four cities were in Heilongjiang, Xinjiang and Inner Mongolia, where the temperature could be as low as -40 degrees Celsius in winter. Advertisement The limitation partly results from dominant lithium-ion batteries, as their performance sharply degrades at temperatures below 0 degrees Celsius. Sodium-ion batteries were better in low-temperature performance, safety and materials availability, but they were less competitive in energy density and cycle life, according to Ethan Zhang, an analyst at Nomura.

A researcher for Meta, the parent company of Facebook and Instagram , warned executives at the tech giant that there may be upward of 500,000 cases of sexual exploitation of minors per day on the social media platforms. Meta will be in court Monday as opening arguments begin in a case brought by New Mexico Attorney General Raul Torrez against the social media company, which he has accused of exposing children to "sexual exploitation and mental health harm" through interactions on the platform. In a court filing obtained by FOX Business, attorneys for the state of New Mexico noted that Malia Andrus, who worked in child safety roles at Meta from 2017 to 2024, said in an internal email included in court filings that sexually inappropriate messages were sent to "~500k victims per DAY in English markets only." "We expect the true situation is worse," Andrus added in an email from June 2020 included in the court records. The emails were first reported by the New York Post . META FOUNDER MARK ZUCKERBERG MAY TESTIFY IN LANDMARK TRIAL TO EXAMINE IF SOCIAL MEDIA IS ADDICTIVE FOR KIDS Signage outside Meta headquarters in Menlo Park, California, US, on Thursday, April 20, 2023. Meta Platforms Inc. is set to start cutting jobs across the company as it restructures teams and works toward founder Mark Zuckerbergs goal of greater effic Expand Andrus said that the large number of users on the Facebook and Instagram platforms give predators the ability to target children to an extent that wasn't possible prior to the advent of social media. "I just think, nowhere in the history of humanity could you have a secret conversation with 1000 people," Andrus wrote. "I'm actually scared of the ramifications here." She also noted issues with age verification on the platform, writing in an email that it's a "chicken and egg problem: our proactive detection and metrics use age-gating, so if the age prediction is wrong, we don't find them. However, our investigators have given feedback that almo...

Before making an investing decision, it's important to take a long-term view. Artificial intelligence (AI) stocks have been the ticket to a big investing win in recent years. They've powered the S&P 500 to three straight years of gains and fueled the bull market as names like Nvidia, Palantir Technologies, and CoreWeave have soared. But in recent weeks, some investors have rotated out of AI stocks and other tech players as various elements have weighed on investors' appetite -- from concern about their valuations to worries that AI will rival software, and as a result, hurt growth at software companies. So, now, you may be wondering if you should avoid AI stocks and move on to other industries or take advantage of the declines to get in on some of the world's leading players. Is it time to avoid this industry that has delivered incredible gains to investors in recent years? Or is right now a once-in-a-decade buying opportunity? Let's find out. The AI revolution As mentioned, AI stocks have been the driver of market gains over the past few years. This is because the technology holds the potential to revolutionize many areas -- from manufacturing to drug discovery and even office operations. All of this may result in earnings exploding higher at companies that develop, sell, or use AI tools and services. We've already seen many of these players, such as the companies I noted above, report revenue gains in the double and triple digits. And as AI use advances, this may continue. But the story isn't without risk. Some investors, seeing valuations of AI stocks and growth stocks in general soar, have worried that such levels aren't sustainable. The S&P 500 Shiller CAPE ratio, an inflation-adjusted measure of stock price in relation to earnings per share, reached one of its highest levels ever earlier this year, showing us that stocks today are expensive. This higher valuation trend weighed on investor sentiment back in November, with some worrying that an AI bubble may eme...

Key Points Technology stocks have slipped in recent times amid various headwinds. Investors have worried about valuations as well as the possibility that AI may hurt certain software businesses. 10 stocks we like better than Amazon › Artificial intelligence (AI) stocks have been the ticket to a big investing win in recent years. They've powered the S&P 500 to three straight years of gains and fueled the bull market as names like Nvidia, Palantir Technologies, and CoreWeave have soared. But in recent weeks, some investors have rotated out of AI stocks and other tech players as various elements have weighed on investors' appetite -- from concern about their valuations to worries that AI will rival software, and as a result, hurt growth at software companies. So, now, you may be wondering if you should avoid AI stocks and move on to other industries or take advantage of the declines to get in on some of the world's leading players. Is it time to avoid this industry that has delivered incredible gains to investors in recent years? Or is right now a once-in-a-decade buying opportunity? Let's find out. 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 » The AI revolution As mentioned, AI stocks have been the driver of market gains over the past few years. This is because the technology holds the potential to revolutionize many areas -- from manufacturing to drug discovery and even office operations. All of this may result in earnings exploding higher at companies that develop, sell, or use AI tools and services. We've already seen many of these players, such as the companies I noted above, report revenue gains in the double and triple digits. And as AI use advances, this may continue. But the story isn't without risk. Some investors, seeing valuations of AI stocks and growth stocks in general soar, have wor...

Nvidia should continue to benefit from a surge in artificial intelligence (AI) spending. It's no surprise that corporate spending directed toward artificial intelligence (AI) is ramping up. Companies across nearly all sectors are trying to position themselves as leaders in AI, or at least not get left behind, and that's causing many to spend piles of cash to stay competitive. One company that's already seen a huge surge in demand for AI hardware as a result of this spending is Nvidia (NVDA +2.58%), and more could be on the way. Here's why Nvidia stock is poised to benefit for years to come. No one can match Nvidia's AI chip market share Nvidia designs processors used in AI data centers, and the company has a commanding lead over rivals, accounting for about 90% of the GPU market. And it's this massive competitive advantage that's led to such phenomenal financial results for Nvidia. The company's third-quarter (which ended Oct. 26, 2025) sales rose 62% to $57 billion, and its diluted earnings per share climbed 67% to $1.30. Nvidia CEO Jensen Huang said the company's Blackwell processor sales are "off the charts" and that its GPUs for cloud computing are sold out. Huang added: We've entered the virtuous cycle of AI. The AI ecosystem is scaling fast -- with more new foundation model makers, more AI start-ups, across more industries, and in more countries. AI is going everywhere, doing everything, all at once. In short, demand for AI processors is still sky-high, and Nvidia's market share in the most advanced AI processor designs is boosting the company's top- and bottom-line results. Expand NASDAQ : NVDA Nvidia Today's Change ( 2.58 %) $ 4.79 Current Price $ 190.19 Key Data Points Market Cap $4.5T Day's Range $ 183.99 - $ 193.66 52wk Range $ 86.62 - $ 212.19 Volume 7.4M Avg Vol 183M Gross Margin 70.05 % Dividend Yield 0.02 % AI spending isn't slowing down Nvidia's management estimates that by 2030, the amount of global annual spending on AI infrastructure will be betwe...

Quantitative hedge fund giant Qube Research & Technologies grew assets in its China long-only equity fund more than 10-fold over the past year, as more global investors warmed to Asia’s largest market. The Dao fund has topped $2 billion, up from around $190 million about a year ago, according to QRT’s Asia-Pacific chief operating officer, Murray Steel. It’s currently the only fund of four overseen by the more than $42 billion London-based firm that is open for additional capital, he said. Investors are looking to add money to China funds at an accelerated pace this year, recent surveys from Goldman Sachs Group Inc. and BNP Paribas SA showed. Money managers have shaken off concerns about slowing economic growth and rising geopolitical and regulatory uncertainty, opting to add to a market that can offer a way to diversify portfolios. While a net 42% of investors in the BNP survey said they pulled money from China hedge funds in 2023, 14% plan to add money to such vehicles this year, up from 9% who actually did so in 2025. Equity long-short and quant were among investors’ preferred strategies for China this year, Marlin Naidoo, the French bank’s London-based global head of capital introduction, said in a recent interview, citing the findings. QRT is led by Pierre-Yves Morlat and Laurent Laizet , the co-founders who both worked previously at Societe Generale SA and later at Credit Suisse Group AG. It was spun out in 2018 as part of a management buyout. It’s since emerged as one of the biggest and fastest growing hedge funds in the whole industry. Fueled by new cash and investment returns, QRT’s assets have expanded about 50% in the last 11 months, according to a Bloomberg News calculation. QRT merged two of its funds —- Torus and Prism — into a single pool at the end of last year. Torus traded the firm’s futures strategy as well as equities, while Prism included macro bets and futures. Secretive Hedge Fund QRT Storms $4.5 Trillion Industry’s Elite Secretive Hedge Fund Q...

去年，全国社消零总额突破50万亿元大关，消费对经济增长的贡献率达52%。这背后，规模大、活力强的万亿消费之城，发挥着至关重要的引擎作用。 随着2025年经济数据陆续出炉，万亿消费城市格局也迎来大洗牌：重庆超越上海登顶，北京稳居第三，成都则超过广州、深圳晋级全国第四、副省级城市第一。 除上述6座城市外，杭州、苏州、武汉及南京，是离万亿目标最近的后备“选手”。 2025年，杭州社消零总额达到9499亿元，同比增长3.8%，距离万亿只差“临门一脚”。杭州市政府工作报告提出，2026年社消零总额力争突破1万亿元，增速5%左右。 而曾在2024年宣布迈入“万亿消费城市”行列的苏州，经统计修订后已暂别这一行列。2025年，苏州实现社消零总额9092.2亿元，同比增长2.0%，未能跑赢全国（3.7%）和江苏（3.3%）平均水平。 在江苏刚刚跃升为“消费第一大省”的背景下，苏州能否代表江苏率先迈上万亿门槛，也再度成为关注焦点。 01 格局变动 万亿消费之城，相比GDP万亿城市更为稀缺。2015年，北京、上海社消零率先突破万亿大关，2018年重庆“撞线”，2021年广州“破门”，2023年深圳和成都又完成晋级，万亿消费之城的座席由此达到6个。 看似稳定的格局背后，实则暗流涌动。 一方面，六城内部排名持续变动；另一方面，后备城市你追我赶，纷纷将“第七城”视为关键目标，头部阵营时刻面临洗牌可能。 最新数据显示，重庆2025年社消零总额达到16688.5亿元，同比增长3.1%，规模升至全国城市首位。 此前连续七年稳坐“消费第一城”宝座的上海，以16600.93亿元社消零总额退居第二，与重庆差距微弱。 此外，北京（13677亿元）、成都（11434.1亿元）、广州（11032.38亿元）、深圳（10259.93亿元）分列第三至第六。其中成都连超广、深，跻身全国消费第四城，也是“副省级消费第一城”。 而近两年来，围绕第七座万亿消费之城的争夺愈演愈烈，甚至成为各地国际消费中心城市建设的重要目标。 去年初，苏州统计局曾披露，2024年苏州社消零总额为10043.7亿元，成为全国第七座万亿级消费城市。 不过就在几天前，《苏州统计年鉴-2025》显示，2024年苏州社消零总额为8915.12亿元，相较于此前的统计快报缩水超过千亿元。也就是说，苏州并未成为事实上的万亿消费之城。 而如今，杭州正在扛起争夺...

财联社2月9日讯（编辑 黄君芝） 摩根士丹利首席美股策略师迈克尔·威尔逊（Michael Wilson）发布最新报告称，在人工智能（AI）热潮的支撑下，科技行业营收前景强劲，美国科技股还有进一步上涨的空间。 由威尔逊领导的团队指出， 大型科技股的营收增长预期已达到“数十年来的最高水平”，而在近期市场波动后，其估值有所下降。与此同时，软件股的集体暴跌也为微软和财捷（Intuit）等一些股票创造了“极具吸引力的买入机会”。 报告称：“像上周那样的时期在大型投资周期中并不罕见。尽管如此，人工智能赋能板块的基本面利好因素仍在，而且我们还认为， 人工智能应用端相关标的的投资价值仍然被低估了。 ” 对于那些质疑巨额人工智能投资回报的人而言，威尔逊的观点或许能带来些许信心。上周，纳斯达克100指数遭遇了自去年12月以来最大的单周跌幅，而那些被认为可能受到人工智能冲击的股票，在新工具发布后也纷纷下跌。 目前，彭博“七大巨头”指数市盈率约为29倍，略低于五年平均水平。虽然已有部分投资者在上周五入场逢低买入，但这一势头是否能维持下去还尚未可知。 威尔逊团队的分析还显示，投资者目前尚未以更具结构性的方式，对企业资本支出提出严格的管控要求。这位策略师称，资本支出与营收之比更高的股票持续跑赢大盘。 他还认为， 那些将人工智能应用于核心业务的公司，而非那些开发技术和基础设施的公司，拥有更多机遇。 威尔逊表示，这类应用端企业在发布财报后的首个交易日，股价表现平均跑赢大盘1%。 最后，上述报告还称，美元下跌也为科技股带来提振，因为纳斯达克100指数成分股的营收约有一半来自海外市场。同时威尔逊和他的团队认为， 半导体、软件、科技硬件板块以及“科技七巨头”（纳斯达克七大股票）的盈利上调预期，将迎来更广泛的回升。 无独有偶。尽管上周经历了极其惨烈的一周，华尔街最知名科技银行家和研究分析师之一、人工智能软件投资银行Sherlund Partners的创始人里克·舍伦德（Rick Sherlund）也发出了“乐观信号”，并称尽管科技股最近有所回调，但市场仍处于大幅上涨的边缘。 “虽然投资者关注的是大型科技公司不断增长的资本支出，但我认为，对人工智能基础设施的潜在需求使得这些投资成为必要的，而不是过度的。”他说道。 舍伦德还驳斥了对大型科技公司在AI领域巨额投资的担忧，他指出真正的问题不在于需求是否会实现。他...

在甜品店坐下后，云云开始从包中逐个掏出她的装备：加垫了绒布的笔袋里躺着她自己组装的bjd玩偶，高约20厘米，头发、脸、身体和小衣服分别来自不同的日本和国产品牌。 她已经习惯带着大包小包出门：收纳盒里还放着方便玩偶坐靠的小筐、用来搭配拍照场景的微缩道具和玩偶的替换衣服，每次出门都会留下不少照片。在店里，她遇到一位带了三只“孩子”来店内拍照的同好，她成功被“种草”了对方拿出的其中一只可动玩偶：在甄嬛传bjd盲盒中抽到的安陵容。 已获授权 这款来自SIMON TOYS的甄嬛传联名盲盒或许是2025年最出圈的bjd玩偶。该系列盲盒的官方售价为129元一抽，最受欢迎的安陵容款在二级市场的价格一度飙升到200元左右，社交媒体上的换装、梗图和打卡照层出不穷，让不少从未接触过bjd的人在刷到后“垂直入坑”。 bjd——“球形关节人偶”（Ball-Jointed Doll）是一个泛称，指各种拥有球形关节的精致可动人偶。这些人偶的大小从12分（15厘米）到2分（90厘米）不等，肩、肘、腕等关键部位装有球形关节，部件间通过S钩、铝线等材料固定，能够做出许多接近于真人的姿势，并可以更换妆容、服装、发型乃至手脚和眼睛。 摄影道具、当成“女儿”、承载自我投射、cosplay喜欢的人物……正如bjd能组合出多种可能，不同的玩家也在以不同的方式享受可动玩偶的乐趣。 不过，这也始终是一个以“贵”闻名的圈子。树脂材料为主的人偶素体价位随尺寸上涨，而妆容和配件大多需要手工定制，有名妆师的档期更是一空难求。某位bjd爱好者估算，自己入坑的第一只bjd玩偶仅计算头、身体和妆面的花费就达到750元，后续还有假发、眼睛和衣服等零碎的投入。 因此，当许多人第一次在线下看到定价100-200元的bjd盲盒，第一反应是 “原来bjd不需要成千上万，还可以这么便宜”？ 走进北京某小型商场的杂物社门店，能看见bjd、mjd（Mechanically Jointed Doll，机械关节人偶）等可动盲盒产品被放在临入口的显眼位置。多层货架之上，店员为部分可动盲盒展示品搭建了舞台造景。 “现在到处都能买到可动盲盒。”门店内的一位消费者告诉剁椒，“杂物社、X11、三福……很多门店都会（把bjd商品）摆在显眼的位置展示。如果通过外卖平台下单，价格还能更低。” 平价量产的可动人偶正在加速进入线下潮玩渠道，品牌的运作也越来越规模化、资...

格隆汇2月10日｜据贵州日报，从贵州省国资委监管企业、市（州）国资监管机构负责人会议上获悉，过去一年，全省国资国企全力以赴稳生产、稳投资、稳市场、稳预期，经济运行总体保持稳中有进的发展态势，全省地方国有企业（不含省级金融、文化企业）实现营业收入7724.8亿元，资产总额11.8万亿元。

SlavkoSereda/iStock via Getty Images Crude oil futures gained Monday as tensions between the U.S. and Iran continue to keep a level of geopolitical risk in the price. Initial talks on Friday were said to have been positive, but the U.S. Department of Transportation said in an advisory Monday that American-flagged commercial vessels transiting the Strait of Hormuz should stay as far away as possible from Iranian waters, reviving concerns that tensions between the two countries could lead to oil supply disruptions. "This week's crude trade, and possibly the rest of this month, will have little to do with oil fundamentals but much to do with injection and rejection of risk premium related to Iran," oil trading adviser Ritterbusch and Associates said in a note. The market also is seeking clarity on Indian purchases of Russian crude, Neil Crosby of Sparta Commodities said in a note: "We still have too few firm statements from the Indian side stating there will be a top-down order to cut purchases, though it does seem from flows data and various statements that the Russia-India trade is coming under greater pressure." If India fully stopped Russian purchases, "this would be a sustained bullish development," Crosby said. Meanwhile, the giant Chevron-led ( CVX ) Tengiz oil field in Kazakhstan has recovered to ~ 60% of peak production and aims to reach full output by February 23, Reuters reported. Front-month Nymex crude ( CL1:COM ) for March delivery closed +1.3% to $64.36/bbl, and front-month Brent crude ( CO1:COM ) for April delivery finished +1.4% to $69.04/bbl, the fourth highest settlement YTD for both benchmarks. U.S. natural gas futures added to the previous session's losses with weather forecasts showing warmer temperatures ahead; front-month Nymex natural gas ( NG1:COM ) for March delivery ended -8.3% to $3.138/MMBtu, its lowest settlement value since January 16. ETFs: ( USO ), ( BNO ), ( UCO ), ( SCO ), ( USL ), ( DBO ), ( DRIP ), ( GUSH ), ( USOI ), ( UNG ), ( BO...

Maplebear Inc. connects North American households with personal shoppers through its technology-driven grocery delivery platform. On February 4, 2026, Provident Investment Management, Inc. sold out its entire stake in Maplebear (CART +1.46%). What happened According to a recent SEC filing dated February 4, 2026, Provident Investment Management, Inc. liquidated its holdings in Maplebear, selling 489,560 shares. The estimated transaction value is approximately $18.00 million, based on the average share price during the quarter. The fund reported no remaining shares in the company at quarter end, with the position’s value dropping by approximately $18.00 million, a figure inclusive of stock price changes over the period. What else to know This was a complete exit; Maplebear now represents n/a of 13F AUM Top holdings after the filing: NYSE:V: $85.22 million (7.8% of AUM) NASDAQ:MSFT: $75.66 million (6.9% of AUM) NASDAQ:GOOGL: $72.78 million (6.6% of AUM) NASDAQ:VRTX: $67.67 million (6.2% of AUM) NASDAQ:BKNG: $55.86 million (5.1% of AUM) As of February 3, 2026, shares of Maplebear were priced at $36.08, down 25.0% over the past year, lagging the S&P 500 by 40.4 percentage points Company overview Metric Value Revenue (TTM) $3.63 billion Net income (TTM) $514.00 million Price (as of market close February 3, 2026) $36.08 One-year price change (25.0%) Company snapshot Offers online grocery shopping and delivery services, including food, alcohol, consumer health, pet care, and ready-made meals. Operates a platform-based business model connecting consumers with personal shoppers via a mobile app or website. Targets households in North America seeking convenient, on-demand access to a wide range of retail products. Maplebear, operating as Instacart, provides online grocery delivery services in North America. The company leverages a technology-driven platform to connect consumers with personal shoppers. What this transaction means for investors Provident Investment Management ha...

Key Points Exited 489,560 shares in Maplebear; estimated transaction value of approximately $18.00 million based on quarterly average price. Quarter-end position value decreased by approximately $18.00 million, reflecting both trading activity and stock price movement. The position was previously 1.6% of the fund’s AUM as of the prior quarter. Post-trade stake: zero shares, valued at $0. 10 stocks we like better than Instacart › On February 4, 2026, Provident Investment Management, Inc. sold out its entire stake in Maplebear (NASDAQ:CART). What happened According to a recent SEC filing dated February 4, 2026, Provident Investment Management, Inc. liquidated its holdings in Maplebear, selling 489,560 shares. The estimated transaction value is approximately $18.00 million, based on the average share price during the quarter. The fund reported no remaining shares in the company at quarter end, with the position’s value dropping by approximately $18.00 million, a figure inclusive of stock price changes over the period. What else to know This was a complete exit; Maplebear now represents n/a of 13F AUM Top holdings after the filing: NYSE:V: $85.22 million (7.8% of AUM) NASDAQ:MSFT: $75.66 million (6.9% of AUM) NASDAQ:GOOGL: $72.78 million (6.6% of AUM) NASDAQ:VRTX: $67.67 million (6.2% of AUM) NASDAQ:BKNG: $55.86 million (5.1% of AUM) As of February 3, 2026, shares of Maplebear were priced at $36.08, down 25.0% over the past year, lagging the S&P 500 by 40.4 percentage points Company overview Metric Value Revenue (TTM) $3.63 billion Net income (TTM) $514.00 million Price (as of market close February 3, 2026) $36.08 One-year price change (25.0%) Company snapshot Offers online grocery shopping and delivery services, including food, alcohol, consumer health, pet care, and ready-made meals. Operates a platform-based business model connecting consumers with personal shoppers via a mobile app or website. Targets households in North America seeking convenient, on-demand access ...

格隆汇2月10日｜和誉在港交所公告，公司之附属公司和誉医药宣布，美国食品药品监督管理局（FDA）已授予和誉医药自主研发的高选择性小分子FGFR4抑制剂依帕戈替尼快速通道资格认定，用于治疗既往接受过免疫检查点抑制剂（ICIs）和多靶点激酶抑制剂（mTKIs）治疗，且存在FGF19过表达的肝细胞癌（HCC）患者。

格隆汇2月10日｜日本10年期国债收益率下跌3.5个基点，至2.255%。

和誉（HK2256）在港交所公告，公司之附属公司和誉（HK2256）医药宣布，美国食品药品监督管理局(FDA)已授予和誉（HK2256）医药自主研发的高选择性小分子FGFR4抑制剂依帕戈替尼快速通道资格认定，用于治疗既往接受过免疫检查点抑制剂(ICIs)和多靶点激酶抑制剂(mTKIs)治疗，且存在FGF19过表达的肝细胞癌(HCC)患者。

财联社2月10日讯，据中国海事局网站消息，三沙海事局发布航行警告，2月10日0时至12日24时，南海部分海域进行火箭海上回收作业，禁止驶入。

Earnings Call Insights: Columbus McKinnon (CMCO) Q3 2026 Management View President and CEO David Wilson highlighted the closing of the Kito Crosby acquisition, describing it as a “transformational acquisition” and expressed excitement about delivering the combined benefits of “two innovative companies with industry-leading technical expertise, customer-centric cultures and a shared vision for operational excellence.” Wilson confirmed the pending divestiture of the U.S. power chain hoist and chain operations is expected by the end of the quarter, stating, “This will be the final step in aligning the combined company towards our next phase of growth.” Wilson noted, “We delivered double-digit growth in sales, orders, EPS and backlog year-over-year as we saw continued stabilization in U.S. short-cycle order activity and capitalized on our strong project backlog.” He emphasized continued progress on operational improvement, tariff mitigation, and integration preparedness initiatives. Gregory Rustowicz, Executive VP of Finance, CFO & Treasurer, stated, “We delivered net sales of $258.7 million up 10.5% from the prior year driven by higher volume, pricing and favorable currency translation.” Rustowicz also reported, “Adjusted EBITDA was $40 million with an adjusted EBITDA margin of 15.4%,” and shared that adjusted EPS improved 11% from the prior year to $0.62. Outlook The company confirmed that the primary capital allocation priority will be debt repayment, with significant free cash flow expected to reduce the net leverage ratio to below 4x by the end of fiscal 2028. Management withdrew previous stand-alone fiscal 2026 guidance due to the timing uncertainty of the pending divestiture and recent acquisition, with new guidance for fiscal 2027 to be provided in May 2026. Rustowicz cautioned, “The impact of these costs, along with higher interest expense is expected to be dilutive to GAAP earnings per share in the fourth quarter and for the full fiscal year of 2026.” Wilson c...