文章提及标的 纯碱 -- 焦煤 -- 焦炭 -- 合成橡胶 -- 玻璃 -- 烧碱 -- 期市夜盘收盘，国内期货主力合约多数下跌。跌幅方面，焦煤、焦炭跌超2%，合成橡胶、玻璃、烧碱、纯碱（884022）跌超1%。

Source: Bloomberg, 37:54

格隆汇2月6日｜费城半导体指数大涨4.2%。其中，Arm涨超7%，迈威尔科技、AMD涨超6%，泛林集团、柯磊、英伟达、应用材料、台积电涨超5%，英特尔、博通涨超4%，阿斯麦涨超3%。

Welcome to Bay Street Edition, our weekly newsletter devoted to what’s happening in Canadian finance, covering strategy, deals, people moves and economics. I’m Christine Dobby , Bloomberg’s Toronto-based banking reporter, and you’ll find me in your inbox every Friday. This week, we’re talking about whether Canadian banks will get in on the consolidation wave in the US, the new international defense bank and a CEO successor at Brookfield Asset Management. Plus: the latest user to abandon X is a Canadian province. Please share this newsletter with your friends and colleagues, and if it was forwarded to you, sign up here to receive it every week. Cross-Border Shopping Anyone who follows the US banking industry can tell you a wave of mergers is likely on the way because regulators under the Trump administration have signaled a friendlier stance on consolidation. There are close to 4,400 banks in the US (yes, Canadians, you read that right) and many of the mid-size and smaller firms are struggling to cover the technology costs needed to keep a modern lender running. Plus, compliance costs can balloon for small banks as they cross key regulatory thresholds like $100 billion or $250 billion in assets. Joining forces with another lender can help create an institution large enough to justify the new costs, my colleagues Yizhu Wang and Weihua Li reported last year. A handful of large regional US banks are likely kicking tires, according to Bank of America analysts, who named M&T Bank and PNC Financial as potential buyers. Huntington and Fifth Third are digesting recently closed deals but could be on the hunt after that, the analysts said in a report this week. Spain’s Banco Santander got into the consolidation race in a big way this week. The lender, which already has an auto finance business in the US, agreed to acquire Webster Financial in a $12 billion deal. It would be the largest-ever takeover of a US lender by a bank from continental Europe, according to data compiled b...

Days before Donald Trump returned to office in January 2025, an investment firm controlled by a senior member of the United Arab Emirates royal family secretly signed a deal to pay $500m to buy almost half of a cryptocurrency startup founded by the Trump family. Under any other president, such an arrangement, which was revealed this past weekend by the Wall Street Journal, would cause a political earthquake in Washington. There would be demands for an investigation by Congress, televised hearings, and months of damage control. But this latest example of corruption involving Trump and his family business hardly made a blip over the past few days, relegated to a passing headline in a relentless news cycle often dominated by Trump’s actions and statements. This scandal deserves our attention: a half-billion-dollar transaction with a foreign government official, executed in the shadow of Trump’s inauguration, which directly enriched the president and his family. The deal to acquire a 49% stake in World Liberty Financial, the crypto company founded by the Trump family and several allies in the fall of 2024 during Trump’s presidential campaign, was backed by Sheikh Tahnoon bin Zayed Al Nahyan, one of the most powerful officials in the UAE. Known as the “spy sheikh”, Tahnoon is the brother of the UAE’s president and serves as national security adviser. He also oversees one of the largest investment empires in the world, serving as chair of two Abu Dhabi sovereign wealth funds, which have $1.5tn in assets, and G42, a firm focused on artificial intelligence. It’s dizzying to keep up with the ways that Trump has monetized the presidency and used it for personal profit in his second term. The Trump Organization, run by the president’s sons, has negotiated foreign real estate deals worth billions of dollars, some of which involve private companies backed by governments of the three wealthiest Arab petrostates: Saudi Arabia, Qatar and the UAE. In May, as Trump prepared to visit ...

The red carpet is being used increasingly as a platform for protest – and one accessory in particular has become key: the pin badge. At Sunday night’s Grammy awards, stars including Hailey and Justin Bieber and Billie Eilish wore black and white pins that read “ICE out”, a condemnation of the recent actions of the US Immigration and Customs Enforcement. It follows the wearing of “Be Good” pins by celebrities such as Mark Ruffalo and Natasha Lyonne at last month’s Golden Globes, a tribute to Renee Good, a 37-year-old unarmed US citizen who was shot dead by an ICE agent on 7 January, and Keith Porter Jr, a Los Angeles citizen killed by an off-duty ICE officer on New Year’s Eve. View image in fullscreen Justin and Hailey Bieber wear ‘ICE out’ pins on the red carpet at the Grammys. Photograph: Mario Anzuoni/Reuters The pins are part of a campaign backed by organisations such as the American Civil Liberties Union. In an interview, Nelini Stamp, one of the organisers, said: “We need every part of civil society to speak up. We need our artists. We need our entertainers. We need the folks who reflect society.” TikTok is awash with tutorials on how to make button badges, while sellers on marketplaces such as Etsy have been quick to offer their own takes. The pins aren’t just restricted to US-based wearers. In the past week, the UK seller Rad Badges has sold more than 30 packets of a set of four pins that read “Abolish ICE” and “Nobody is illegal”. Komina Guevara, a beadwork artist based in Missouri who makes “ICE out” and “FCK ICE” charms that can be attached to a pin, worn on a chain or on a phone strap, describes the act of wearing one as “a small, intimate protest. They offer a confidence that a lot of people are afraid of.” T-shirts rebuking ICE are also gaining traction. Just hours after Bad Bunny collected his Grammy for album of the year, tees featuring text from his speech – “ICE out. We’re not savage, we’re not animals, we’re not aliens. We are humans and we are Ame...

Celebrate a different kind of love this 13 February with our favourite gift ideas for your BFF, from pottery kits to boxercise sets to the perfect present for pickle fanatics • The best Valentine’s Day gifts for 2026 Galentine’s Day may not be an official holiday (yet), but we’re on board with any opportunity to show your friends some love. For the uninitiated, the concept is simple: 13 February is earmarked as a day to get together with your besties and celebrate your friendship. It’s not so much the antithesis of Valentine’s Day, more a reminder that romantic love is not the only type of love there is. So, if you’re planning a get together with your closest pals and want to show your appreciation with a gift (or maybe you just want to buy a pick-me-up for yourself), we’ve rounded up 31 fun and thoughtful ideas. Whether it’s a home pottery kit, a boxercise set, cosy slippers or a bundle for pickle lovers, our suggestions will help you find something to empower, treat and celebrate them. Continue reading...

Expectations abound for Six Nations and Bath winger deserves another shot in the starting lineup to show his raw attributes Optimism abounds about England’s Six Nations chances. They go into a tournament considered as one of the genuine favourites for the title for the first time in years and they have the body of work to back that up after 11 consecutive victories . That sort of winning streak leads to greater expectations but these players can walk tall and handle external pressure. I would warn against expecting another 50-point victory against Wales on Saturday, however. The fixture list aligns perfectly for England – if Steve Borthwick were to handpick his side’s schedule then this would probably be it – and while I fully expect them to beat Wales and claim a bonus point, we have to remember that they are never at their best at the start of a campaign . The Professional Game Partnership might have made some aspects of bringing together players from 10 different clubs an easier task, but it is still a challenge. As a result, we cannot expect that England will be at their fluent best at Twickenham. Continue reading...

SlateStone Wealth LLC trimmed its position in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 11.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 64,700 shares of the company's stock after selling 8,362 shares during the quarter. Palantir Technologies accounts for 1.0% of SlateStone Wealth LLC's holdings, making the stock its 26th largest holding. SlateStone Wealth LLC's holdings in Palantir Technologies were worth $11,803,000 at the end of the most recent quarter. Several other institutional investors and hedge funds have also recently added to or reduced their stakes in PLTR. Financial Consulate Inc. acquired a new stake in shares of Palantir Technologies in the 3rd quarter valued at approximately $30,000. Retirement Wealth Solutions LLC acquired a new position in Palantir Technologies during the 3rd quarter worth approximately $31,000. Flagship Wealth Advisors LLC bought a new position in Palantir Technologies in the 3rd quarter valued at approximately $32,000. Marquette Asset Management LLC acquired a new stake in Palantir Technologies in the third quarter valued at approximately $34,000. Finally, Millstone Evans Group LLC grew its stake in shares of Palantir Technologies by 98.0% during the third quarter. Millstone Evans Group LLC now owns 198 shares of the company's stock worth $36,000 after buying an additional 98 shares during the last quarter. 45.65% of the stock is currently owned by institutional investors. Get Palantir Technologies alerts: Sign Up Wall Street Analyst Weigh In PLTR has been the subject of a number of research reports. Piper Sandler reiterated an "overweight" rating and issued a $230.00 price target on shares of Palantir Technologies in a research note on Tuesday. Truist Financial assumed coverage on Palantir Technologies in a research note on Tuesday, January 6th. They set a "buy" rating and a $223.00 price target on the stock. Hsbc Global Res ...

Cuba became the second Latin American country to send a high-ranking official to China this week. Cuban Foreign Minister Bruno Rodriguez Parrilla’s arrival in Beijing follows that of Uruguayan President Yamandu Orsi, the first regional leader to travel to China since the US assault on Venezuela in early January. Beijing’s attempt to court top Latin American officials stands in stark contrast to its tougher position on Panama, where it is embroiled in a dispute over two strategic ports. Advertisement Chinese Foreign Minister Wang Yi told Rodriguez on Thursday that Beijing would continue to provide Havana with support “within its capacity”. “China firmly supports Cuba in safeguarding its national sovereignty and security, opposes unreasonable external interference, and rejects the deprivation of the Cuban people’s right to survival and development,” Wang was quoted by the Chinese foreign ministry as saying. Advertisement “We are willing to continue providing support and assistance within our capacity, and further consolidate and develop the friendly relations between our two countries.”

When Sam Beaumont sees a flash of red up a tree on his Lake District farm, he feels a swell of pride. He’s one of the few people in England who gets to see red squirrels in his back garden. “I feel very lucky to have them on the farm. It’s an important thing to try and keep a healthy population of them. They are absolutely beautiful,” he said. Most of us are much more familiar with their sturdy, grey American cousins. But once there were 3.4 million red squirrels in the UK, and with their glossy auburn fur, delicate frames and big tufty ears, they are the endangered animal whose loss Britons perhaps feel most deeply. The non-native grey squirrels, which were introduced from 1876, have pushed their way into every corner of England, outcompeting the reds for food and carrying a disease called squirrelpox, which does not affect them but is fatal to the red population. However, some campaigners have raised welfare concerns over what they see as a “demonisation” of grey squirrels. Red squirrels also face habitat loss as they thrive in the ancient woodland that has been cleared from most of the UK. Because of this, there are estimated to be only 287,000 left. Around 75% are found in Scotland, with the population in England thought to be as low as 38,900, including a healthy population on the Isle of Wight. According to campaigners, this backdrop makes the government’s new squirrel action plan for England even more important. Published last week, the plan contains provisions to increase woodland habitat and remove grey squirrels from the areas in which reds still survive, mostly in the north of England and Scotland. The nature minister, Mary Creagh, said: “Non-native grey squirrels cause huge damage to our trees and native wildlife. So we’re stepping up action to tackle their threat while protecting our iconic, endangered red squirrels. We’ll be working with landowners and conservation partners to better manage grey squirrel populations, and engaging in promising research ...

How do I stop my tights laddering? First, be sure to buy the best quality you can. Layla Sargent, founder of The Seam, which connects people with skilled menders, cleaners and restorers, advises going for “a slightly higher denier, a good amount of elastane/Lycra, and reinforced toes and gussets”. Brands such as Falke, Heist and Swedish Stockings should last longer than a supermarket three-pack. Take care when putting them on, avoiding rough shoes and sharp nails, and for washing put them in a “mesh laundry bag, always on a cold, gentle cycle”, says Sargent, and never tumble-dry – “heat weakens the fibres and causes ladders”. If tights do ladder, clear nail polish is OK in the moment. Then, for a loved pair, Karen Bentley-Brown, founder of Simply Repair South Lakes/Kendal repair cafe, thinks darning is worth the effort. “Be sure to pick a very fine yarn to match the tights,” she says. How do I keep my whites white? As someone who often sneaks striped tops into the whites wash, I needed to hear this and maybe you do too: “Wash your whites only with other whites,” says Rajiv Surendra, who shares his skills in “the domestic arts” with his 380,000-plus YouTube subscribers. “You have to be strict about that.” A white T-shirt with a “decal or something ironed on … that’s tricky,” he says. “I assess the ratio of white to anything else. If it’s more than half, I’d put that garment in the lights.” When washing, Surendra suggests the hottest water possible; historically, he says, people boiled whites. Idriz Ade from Haywards, a dry cleaner in Belgravia, London, says overusing detergent can cause greying, so stick to the amount stated on the packaging. If your whites need brightening, Surendra cautions against bleaching. He recommends Mrs Stewart’s Bluing instead to maintain that boxfresh blue-white. Iwan Carrington, the cleaning guru on the BBC’s Sort Your Life Out, has a separate laundry basket for his whites and uses lemon juice for a pre-soak, as well as half a cup of whit...

To get Industrial Strength delivered directly to your inbox, sign up here . Try as they might, industrial manufacturers have largely failed to convince investors to treat them like software companies — however many billions they funneled toward the cause. That may actually turn out to be something of a blessing. Simmering anxiety that artificial intelligence will upend the software market and render established specialized providers irrelevant came to a head this week after Anthropic announced it was adding new tools meant to automate certain legal workflows. Time will tell if the market turmoil was overdone: Some, including Nvidia Corp. Chief Executive Officer Jensen Huang, question why AI developers would want to reinvent software businesses that already exist rather than sell those companies tools to enhance their offerings. But there were interesting exceptions to the wide-ranging selloff . Among major manufacturers, Fortive Corp., Emerson Electric Co. and Schneider Electric SE have some of the largest software businesses and shares of those three companies were all up on the week as of the close of trading on Thursday. Fortive, in fact, was headed for its best week since June 2020, at the height of the pandemic. It helps that the industrial sector is finally showing signs of life after the longest stretch of weak demand on record. US manufacturing activity expanded in January at the fastest pace since August 2022, according to the Institute for Supply Management. It was just the third expansion reading in 39 months. Evidence of a rebound also popped up throughout earnings reports this quarter. Dover Corp., which makes aluminum can manufacturing equipment, gas station fuel pumps and industrial winches, notched its fastest organic sales growth since late 2022, while Parker-Hannifin Corp., another industrial bellwether, raised its organic sales outlook for the year ending in June. Emerson this week said orders jumped 9% in the most recent period, also the stronges...

ampueroleonardo/iStock Unreleased via Getty Images Simon Property Group ( SPG ) has been one of my favorite REITs since the pandemic as I felt the fears about class A malls were overblown. Class A malls have a tremendous moat around them as they are much more than just a large collection of retail stores. The combination of restaurants, activities, cinemas, and shopping creates a destination for an array of interests. REITs are now being looked at as defensive as technology sells off and over the past 5-days SPG is up 2.74%. Over the past 5-years shares of SPG have more than doubled and they are now approaching their all-time highs. While I am a shareholder of SPG and believe its an extremely well-run organization with a large moat the valuation is getting a bit stretched at these levels. I think that SPG looks expensive compared to other well established REITs and the dividend yield at 4.5% is much less desirable than it once was. I believe that the easy money in SPG has been made and while their Q4 earnings were strong I would wait for a pullback before adding to SPG. If the technology selloff continues then SPG may go higher but the time to buy was when they were proving the bears wrong not at all-time highs with a quarterly dividend that has been rebuilt. I am holding my shares and reinvesting the dividends but I am not a buyer until the valuation gets cheaper. Seeking Alpha Following up on my previous article about SPG In October I had discussed how I was still bullish on SPG heading into the Q3 print ( can be read here ). SPG stood out to me as they maintained a 96% occupancy rate with strong class A assets and properties that continued to evolve into multi-purpose destinations. I felt that the risks from e-commerce and changing consumer trends were overblown and SPG was in a prime position to navigate any headline risk. The operating environment also conformed well to SPG’s situation as a lower rate environment would allow them to reduce interest expenses to ...

JHVEPhoto/iStock Editorial via Getty Images Broadcom: AI Disruption Fears Hitting Even the Best Companies We are in uncharted territory, plain and simple. There is really no analogy or any identical historical references that we can really infer how this AI boom is going to pan out. I have seen references to the internet optic boom and, of course, the dot-com bust that blew up technology and growth stocks in the early 2000s. However, I think they offer an incomplete picture and most likely add inaccurate scenario play for us to parlay our understanding of this unprecedented fourth industrial AI revolution. Now let me bring you through how I think of Broadcom’s opportunity ( AVGO ) set right now. You see, we already know that Nvidia ( NVDA ) is the undisputed most influential and prevalent AI arms dealer in the modern era. And there's simply no company as dominant with their GPU architecture as what Jensen Huang has built up. Just when we think (perhaps) Nvidia is now stuttering in defending its market share, Huang thrilled us at CES in January with how Nvidia is already looking forward to competing in humanoid robotics and autonomous driving markets, as these growth optionalities are still very nascent in its blueprint. Therefore, I believe the changes in this space have been so breathtakingly rapid, I don't think anyone can have a crystal ball that could precisely map out how this multi-trillion-dollar AI infrastructure buildout will occur through the rest of the decade. Notably, for Broadcom, the prospects are increasingly brighter and also more prominent. All thanks to Google ( GOOGL ) ( GOOG ), which has made giant strides as it caught up with OpenAI in the AI race. And we all know Google has been using its TPUs developed alongside Broadcom , providing much scalability and deep design expertise that smaller AI firms may not quite have the capabilities to manage. And we already know even MediaTek ( MDTK.F ) has also been participating in this burgeoning custom ch...

美国2月密歇根大学消费者预期指数初值 56.6，预期 55.1，前值 57。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

美国2月密歇根大学消费者现况指数初值 58.3，预期 53.7，前值 55.4。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

美国2月密歇根大学消费者信心指数初值 57.3，预期 55，前值 56.4。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

JHVEPhoto/iStock Editorial via Getty Images Broadcom: AI Disruption Fears Hitting Even the Best Companies We are in uncharted territory, plain and simple. There is really no analogy or any identical historical references that we can really infer how this AI boom is going to pan out. I have seen references to the internet optic boom and, of course, the dot-com bust that blew up technology and growth stocks in the early 2000s. However, I think they offer an incomplete picture and most likely add inaccurate scenario play for us to parlay our understanding of this unprecedented fourth industrial AI revolution. Now let me bring you through how I think of Broadcom’s opportunity ( AVGO ) set right now. You see, we already know that Nvidia ( NVDA ) is the undisputed most influential and prevalent AI arms dealer in the modern era. And there's simply no company as dominant with their GPU architecture as what Jensen Huang has built up. Just when we think (perhaps) Nvidia is now stuttering in defending its market share, Huang thrilled us at CES in January with how Nvidia is already looking forward to competing in humanoid robotics and autonomous driving markets, as these growth optionalities are still very nascent in its blueprint. Therefore, I believe the changes in this space have been so breathtakingly rapid, I don't think anyone can have a crystal ball that could precisely map out how this multi-trillion-dollar AI infrastructure buildout will occur through the rest of the decade. Notably, for Broadcom, the prospects are increasingly brighter and also more prominent. All thanks to Google ( GOOGL ) ( GOOG ), which has made giant strides as it caught up with OpenAI in the AI race. And we all know Google has been using its TPUs developed alongside Broadcom , providing much scalability and deep design expertise that smaller AI firms may not quite have the capabilities to manage. And we already know even MediaTek ( MDTK.F ) has also been participating in this burgeoning custom ch...

is a senior reporter and author of the Optimizer newsletter. She has more than 13 years of experience reporting on wearables, health tech, and more. Before coming to The Verge, she worked for Gizmodo and PC Magazine. Posts from this author will be added to your daily email digest and your homepage feed. This is Optimizer, a weekly newsletter sent every Friday from Verge senior reviewer Victoria Song that dissects and discusses the latest gizmos and potions that swear they’re going to change your life. Optimizer arrives in our subscribers’ inboxes at 10AM ET. Opt in for Optimizer here. I’m willing to bet you’ve been served an ad for Athletic Greens — also known as AG1. It’s impossible to escape them in podcasts, and it seems like almost every wellness influencer on every social media platform has done an ad for them at some point. AG1 is a greens powder containing over 70 ingredients. Most of it is freeze-dried vegetable powder blends. Basically, instead of taking a multivitamin or eating an actual vegetable, greens powders like AG1 claim to be a more convenient way to make sure you’re getting all your essential nutrients. The proposed benefits are better energy levels, gut health, digestion, focus, and immunity. You know, things that pesky dieticians say will come from eating a balanced diet. I take AG1 first thing in the morning before work. I feel so much healthier and better in my body, say yoga-set-wearing influencers, holding up a glass of murky green liquid. In recent ads, actor Hugh Jackman tap dances, annoying his downstairs neighbors, because the “quality vitamins, probiotics, and superfoods” in AG1 give him boundless energy. He must drink it every morning if he’s to do eight shows on Broadway a week, Jackman says with a toothy, affable smile. Wolverine isn’t the only one getting a boost. AG1 announced in a football-themed ad that it’s “endorsing” three student health researchers. “At AG1, we believe that when you’re clinically backed, you should back resea...

US consumer sentiment unexpectedly improved to the highest in six months, largely propelled by wealthier Americans who have benefited from stock-market gains. The preliminary February sentiment index increased to 57.3 from 56.4 in January, according to the University of Michigan. The survey period includes responses from Jan. 20 to Feb. 2. The median estimate in a Bloomberg survey of economists called for a reading of 55. The report also showed consumers grew more sanguine about the short-term inflation outlook. They expect prices to rise an annualized 3.5% over the next 12 months, the lowest in a year, data Friday showed. At the same time, longer-term inflation expectations crept higher. While sentiment surged for those with stock holdings, confidence remained weak for those without, the report showed. The S&P 500 was near a record high during the survey period, helping drive consumers’ perception of their current financial situation to a four-month high. “These trends are consistent with the fact that asset values have soared, which benefits asset owners but not others,’’ Joanne Hsu, director of the survey, said in a statement. However, concerns persist about the job market and the impact of inflation on personal finances. Respondents assessed the highest probability since July 2020 of losing their own job. Data out this week showed a labor market struggling to gain traction. Employer vacancies dropped in December to the lowest level since 2020, private-sector payrolls rose an uninspiring 22,000 last month and companies announced the largest number of job cuts for any January since 2009, according to several government and private reports. The current conditions gauge rose to a four-month high of 58.3, while the expectations index eased. Buying conditions for durable goods also improved to the highest since October, according to the report. “Robust aggregate spending is consistent both with strength stemming from the disproportionate share of spending generated by...

Shares of data analytics firm Palantir (NASDAQ:PLTR) seemed to buck the trend this earnings season by soaring higher after the release of solid quarterly earnings. But that was then, and this is now, and Palantir stock ended up getting dragged down alongside most other names in the software scene. Undoubtedly, the sector-wide gravitational pull has ... Palantir Just Posted “Escape Velocity” Numbers

AI基建概念股反弹，投资者关注英伟达2000亿美元资本开支指引。半导体概念股英伟达涨5.6%，AMD涨7%，博通涨5.1%，迈威尔科技涨6.4%。存储概念股Sandisk涨6.4%，西部数据涨6.2%，希捷科技涨5.6%，美光科技涨2.5%。云服务供应商CoreWeave涨9.2%，甲骨文涨3.5%，芯片设备供应商应用材料涨5.8%、拉姆研究涨6.2%。Lumentum涨8.6%，Applied Optoelectronics涨9.6%，ciena涨4.4%。 纳斯达克金龙中国指数涨幅扩大至2%，中概股蔚来一度涨超10%，理想涨5.3%，小鹏涨3.4%，小米、比亚迪、小马智行涨约3%，阿里涨2%。 标普500指数目前涨约1.2%，道指涨692点、涨幅1.4%，纳指涨1.1%，半导体指数涨4.3%，银行指数涨2.1%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Image source: The Motley Fool. Friday, Feb. 6, 2026 at 9 a.m. ET CALL PARTICIPANTS Chair and Chief Executive Officer — Beth Wozniak Chief Financial Officer — Gary Corona Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Sales -- Fourth quarter sales were $1.067 billion, increasing 42% with organic sales up 24%, led by the infrastructure vertical. -- Fourth quarter sales were $1.067 billion, increasing 42% with organic sales up 24%, led by the infrastructure vertical. Adjusted Operating Income -- Fourth quarter adjusted operating income rose 33% to $210 million, generating a 19.7% return on sales. -- Fourth quarter adjusted operating income rose 33% to $210 million, generating a 19.7% return on sales. Adjusted EPS -- Adjusted EPS was $0.90 for the quarter, up 53% and exceeding high end of guidance. -- Adjusted EPS was $0.90 for the quarter, up 53% and exceeding high end of guidance. Free Cash Flow -- Quarter free cash flow reached $189 million, rising 26%; full year free cash flow totaled $561 million, up 30%, with a 102% conversion of adjusted net income. -- Quarter free cash flow reached $189 million, rising 26%; full year free cash flow totaled $561 million, up 30%, with a 102% conversion of adjusted net income. Infrastructure Vertical -- Infrastructure made up 45% of 2025 sales, growing over 50% organically for the year and expected to exceed half of 2026 sales. -- Infrastructure made up 45% of 2025 sales, growing over 50% organically for the year and expected to exceed half of 2026 sales. Data Center Revenue -- Data center sales surpassed $1 billion in 2025, up from $600 million in 2024, driven by demand for liquid cooling and power products. -- Data center sales surpassed $1 billion in 2025, up from $600 million in 2024, driven by demand for liquid cooling and power products. Orders and Backlog -- Organic orders were up about 30%, with overall backlog ending at $2.3 billion, triple the prior year, primarily from large AI data center bui...

U.S. stock markets have started 2026 on a positive note. All three major stock indexes are trading in positive territory. This trend is likely to continue in January buoyed by the strong fundamentals of the domestic economy, solid fourth-quarter 2025 earnings results, the Fed’s accommodative monetary policies and the evaporation of trade and tariff-related issues. At this stage, we recommend investing in growth stocks to strengthen your portfolio in February. Growth investors are primarily focused on stocks with aggressive earnings or revenue growth, which should propel their stock prices higher in the future. Five such stocks are: Micron Technology Inc. MU, MongoDB Inc.MDB, Amphenol Corp.APH, Ciena Corp.CIEN and Seagate Technology Holdings plcSTX. Each of our picks sports a Zacks Rank #1 (Strong Buy) and has a Growth Score of A. You can see the complete list of today’s Zacks #1 Rank stocks here. The chart below shows the price performance of our five picks in the past month. Image Source: Zacks Investment Research Micron Technology Inc. Micron Technology has become a leader in the AI infrastructure boom due to strong demand for its high-bandwidth memory (HBM) solutions. Record sales in the data center end market and accelerating HBM adoption have been driving MU’s Dynamic Access Random Memory (DRAM) revenues higher. The growing adoption of AI servers is reshaping the DRAM market as these systems require significantly more memory than traditional servers. This is boosting demand for both high-capacity DIMMs (Dual In-line Memory Module) and low-power server DRAM. MU is capitalizing on this trend with its leadership in DRAM technology and a strong product roadmap that includes HBM4, slated for volume production in 2026. Micron’s diversification strategy is also bearing fruit. MU has created a more stable revenue base by shifting its focus away from the more volatile consumer electronics market toward resilient verticals such as automotive and enterprise IT. As AI adop...

文章提及标的 纽约金 -- 第三轮黄金牛市爆发中，一张图拆解黄金产业链个股机会，后市还能涨多高！ 纽约期金站上4970美元/盎司，日内涨1.71%。

Willis Investment Counsel trimmed its position in Intel Corporation (NASDAQ:INTC - Free Report) by 3.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 292,697 shares of the chip maker's stock after selling 9,802 shares during the period. Willis Investment Counsel's holdings in Intel were worth $9,820,000 as of its most recent SEC filing. Get Intel alerts: Sign Up Several other hedge funds also recently modified their holdings of the company. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought a new stake in shares of Intel in the 2nd quarter worth approximately $28,000. Corundum Trust Company INC acquired a new stake in shares of Intel during the 3rd quarter valued at $29,000. Eukles Asset Management boosted its stake in shares of Intel by 55.6% during the 2nd quarter. Eukles Asset Management now owns 1,400 shares of the chip maker's stock worth $31,000 after acquiring an additional 500 shares in the last quarter. Strengthening Families & Communities LLC acquired a new position in shares of Intel in the 3rd quarter worth $33,000. Finally, GoalVest Advisory LLC acquired a new stake in shares of Intel during the third quarter worth $34,000. 64.53% of the stock is currently owned by institutional investors and hedge funds. Insiders Place Their Bets In related news, EVP David Zinsner purchased 5,882 shares of the firm's stock in a transaction dated Monday, January 26th. The stock was bought at an average price of $42.50 per share, for a total transaction of $249,985.00. Following the purchase, the executive vice president owned 247,392 shares in the company, valued at $10,514,160. The trade was a 2.44% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Boise April Miller sold 20,000 shares of the firm's stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an a...

工信部发布第404批《道路机动车辆生产企业及产品公告》，小米YU7 GT在列。根据公示信息，YU7 GT车身尺寸为长5015mm、宽2007mm、高1597mm，轴距为3000mm，最高时速可达300公里。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。