格隆汇2月4日｜菲利普斯66(PSX.US)CEO：我们不具备上游业务能力，因此我们不会进入委内瑞拉参与相关开发。

Nisian Hughes/DigitalVision via Getty Images Main Thesis Ponce Financial Group, Inc. ( PDLB ) valuation, as I will see, is mostly from its preferred stock redemption and elevated perpetual growth estimates. The company lacks solid profitability and, even with elevated capital ratios, has to decrease its riskiness due to elevated loan levels compared to its peers. The declining fiscal health of low-income households, harsher business environments for small businesses, and political winds may slow the company’s growth, while bull scenarios are limited to an improbable improvement in the health of small businesses and low-income individuals, and/or multiple expansions. The Bank Ponce Financial Group is the bank holding for Ponce Bank, a Community Development Financial Institution (CDIF) and a Minority Depository Institution (MDI), giving loans predominantly to Small-Medium Sized Businesses (SMB) and Low-to-Moderate Income ( (LMI)) neighborhoods. The bank is headquartered in the Bronx, New York, and its loans are mostly given to individuals there and in Harlem. The bank was founded in 1960 by Puerto Rican migrants as a local savings association, and it currently holds $3.22 billion in assets, $2.60 billion in loans, and $2.05 billion in deposits, as stated in their latest 8-K filing . Preferred Stock Situation As mentioned in their 8-K, on December 20, 2024, Ponce Financial Group entered in an Emergency Capital Investment Program (ECIP) securities purchase option agreement with the US Department of the Treasury, allowing the company to repurchase the Preferred Shares at a steep discount. Currently, the preferred shares amount to $225 Million, and have a dividend of 0.5%. To be eligible for repurchase, the company needs at least 60% of its loans to be categorized as “deep impact” for at least 16 quarters. The company claims to have achieved an 82% rate of deep impact loans for 14 consecutive quarters, implying that the repurchase could occur as soon as 3Q 2026. In case t...

孚日股份（002083）公告，公司拟将已回购的股份通过集中竞价方式减持，期限为2026年3月9日至2026年9月8日，拟减持不超过1893.28万股，占公司总股本2%，任意连续90个自然日内不超1%；减持价格按届时二级市场价格确定。此前公司已回购3948.49万股，最高成交价5.3元/股，最低成交价4.75元/股，成交总金额2亿元，占公司总股本4.17%。

格隆汇2月4日｜艾伯维预计2026年调整后每股收益在14.37至14.57美元之间，市场预期为14.22美元。

(RTTNews) - While reporting financial results for the fourth quarter on Wednesday, medical devices company Boston Scientific Corp. (BSX) initiated its adjusted earnings and sales growth guidance for the first quarter, and for the full-year 2026. For the first quarter, the company estimates adjusted earnings in a range of $0.78 to $0.80 per share on net sales growth of about 10.5 to 12.0 percent, with organic net sales growth of 8.5 to 10.0 percent. On average, analysts polled expect earnings of $0.80 per share on revenue growth of 11.57 percent to $5.20 billion for the quarter. Analysts' estimates typically exclude special items. Looking ahead to fiscal 2026, the company now projects adjusted earnings in a range of $3.43 to $3.49 per share on net sales growth of about 10.5 to 11.5 percent, with organic net sales growth of 10 to 11 percent. The Street is looking for earnings of $3.47 per share on revenue growth of 11.55 percent to $22.39 billion for the quarter. In Wednesday's pre-market trading, BSX is trading on the NYSE at $90.00, down $1.59 or 1.74 percent. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

机构：预计2026年黄金均价为4746.50美元/盎司 2026-02-04 20:52:38 来源： 同花顺7x24快讯 分享 路透调查显示，预计2026年黄金均价为每盎司4,746.50美元，2027年为4,745.42美元；预计2026年白银均价为每盎司79.50美元，2027年为71.80美元。(财联社) 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！

格隆汇2月4日｜路透调查显示，黄金有望在2026年再创新高，地缘政治不确定性以及强劲的央行买盘仍是主要驱动因素。过去三周对30名分析师和交易员进行的调查显示，2026年金价预期中值为每盎司4746.50美元，创下路透自2012年开展该调查以来的最高年度预测，较去年10月预估的4275美元显著上升。一年前的类似调查中，2026年的均价预期仅为2700美元。 分析师认为，推动金价上涨的因素——包括地缘政治风险、央行持续购金、对美联储独立性的担忧、美国债务上升、贸易不确定性以及“去美元化”趋势——将在2026年继续支撑这黄金。白银价格预期同样被上调，目前预计2026年白银均价为每盎司79.50美元，而去年10月调查中对2026年的预期仅为50美元。

Smart money is rotating into memory stocks as artificial intelligence infrastructure demands create a historic supercycle for speed and data capacity.

Worries about artificial intelligence disrupting the software business are overblown, Nvidia Chief Executive Jensen Huang said. "There's this notion that the software industry is in decline and will be replaced by AI," Huang said late Tuesday at an event hosted by Cisco, hours after a selloff in U.S. software stocks. "There's a whole bunch of software companies whose stock prices are under a lot of pressure because somehow AI is going to replace them," Huang said.

Worries about artificial intelligence disrupting the software business are overblown, Nvidia Chief Executive Jensen Huang said. "There's this notion that the software industry is in decline and will be replaced by AI," Huang said late Tuesday at an event hosted by Cisco, hours after a selloff in U.S. software stocks. "There's a whole bunch of software companies whose stock prices are under a lot of pressure because somehow AI is going to replace them," Huang said.

格隆汇2月4日｜芯科实验室(Silicon Labs)(SLAB.US)盘前直线拉升，现大涨50%。消息面上，德州仪器已同意以75亿美元收购芯片企业芯科实验室。根据两家公司发布的联合声明，芯科实验室的股东将获得每股231美元的现金。交易预计将在2027年上半年完成。 芯科实验室的芯片被广泛应用于智能家居设备、工业自动化、电池储能以及商业照明等领域。通过收购该公司，德州仪器表明其仍将专注于核心业务。 上周，这家全球最大的模拟芯片制造商发布了出人意料地强劲的销售指引，显示来自工业客户和汽车制造商的需求正在回暖。由于在全球供应链中占据重要地位，德州仪器在一定程度上已成为整体经济的风向标，反映企业对未来销售前景的信心。(格隆汇)

Joe Raedle/Getty Images News Boston Scientific ( BSX ) lost ~9% in the premarket on Wednesday after the MedTech giant indicated an underwhelming outlook for 2026 with its Q4 2025 results, which, however, beat Street forecasts thanks to an all-around performance from its segments. The Marlborough, Massachusetts-based company reported $0.80 of adjusted EPS on $5.3B in revenue, beating the consensus by $0.02 and $10M with ~16% YoY and ~14% YoY growth, respectively. Its full-year revenue and adjusted EPS reached $20.1B and $3.06 with ~20% YoY and ~22% YoY growth, respectively. However, for 2026, Boston Scientific ( BSX ) fell short of ~11.6% YoY growth and $3.47 of EPS in the consensus at the midpoint, forecasting 10.5% YoY - 11.5% YoY net sales growth on a reported basis and $3.43 - $3.49 in adjusted EPS for 2026, respectively. For Q1 2026, the company expects to record $0.78 - $0.80 of adjusted EPS on 10.5% - 12.0% YoY net sales growth compared to $0.80 and ~11.6% YoY growth projected by analysts, respectively. As for individual segments, Boston Scientific ( BSX ) reported $760M and $717M in net sales from its Endoscopy and Urology segments in Q4, implying ~11% YoY and ~14% YoY growth compared to $757.5M and $717M in the consensus, respectively, according to Bloomberg data. Meanwhile, its MedSurg and Cardiovascular segments added $1.8B and $3.5B in net sales to the topline with ~12% YoY and ~18% YoY growth, respectively. The company’s quarterly gross and operating margins improved to ~70% and ~16%, respectively, compared to ~68% and ~15% in the prior period. "2025 was another exceptional year for Boston Scientific, with our global teams delivering differentiated innovation and high performance that enabled us to exceed our goals," CEO Mike Mahoney remarked ahead of the earnings call at 8:00 a.m. ET. More on Boston Scientific Boston Scientific: Adding Another Growth Engine With Penumbra Boston Scientific's Bet On Penumbra Isn't To My Liking Boston Scientific: Reclaimin...

Qualcomm Incorporated (NASDAQ:QCOM) will release earnings for the first quarter after the closing bell on Wednesday, Feb. 4. Analysts expect the company to report earnings of $3.40 per share. That's down from $3.41 per share in the year-ago period. The consensus estimate for Qualcomm's quarterly revenue is $12.18 billion (it reported $11.67 billion last year), according to Benzinga Pro. Ahead of quarterly earnings, Cantor Fitzgerald analyst C.J. Muse, on Monday, maintained Qualcomm with a Neutral rating and cut the price target from $185 to $160. With the recent buzz around Qualcomm, some investors may be eyeing potential gains from the company's dividends too. As of now, Qualcomm has an annual dividend yield of 2.42%, which is a quarterly dividend amount of 89 cents per share ($3.56 a year). To figure out how to earn $500 monthly from Qualcomm, we start with the yearly target of $6,000 ($500 x 12 months). Next, we take this amount and divide it by Qualcomm's $3.56 dividend: $6,000 / $3.56 = 1,685 shares. So, an investor would need to own approximately $247,998 worth of Qualcomm, or 1,685 shares to generate a monthly dividend income of $500. Assuming a more conservative goal of $100 monthly ($1,200 annually), we do the same calculation: $1,200 / $3.56 = 337 shares, or $49,600 to generate a monthly dividend income of $100. Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time. The dividend yield is calculated by dividing the annual dividend payment by the current stock price. As the stock price changes, the dividend yield will also change. For example, if a stock pays an annual dividend of $2 and its current price is $50, its dividend yield would be 4%. However, if the stock price increases to $60, the dividend yield would decrease to 3.33% ($2/$60). Conversely, if the stock price decreases to $40, the dividend yield would increase to 5% ($2/$40). Further, the dividend payment itself can also chan...

印尼人把一家湖南人开的公司买上市了。 最近，一家叫沃客非凡的公司向港交所递交招股书，它在印尼卖3C数码产品，创始人是湖南邵阳人许龙华。 10多年前，许龙华参加《创业家》杂志主办的“黑马营”，从卖充电宝起家，要做印尼版的京东。 许龙华做了一款长条形充电宝，在印尼卖爆了。上面有两处创新：头上有个小灯泡，充电宝能当电筒用；侧面安了个液晶显示屏（电子表上那种），通过数字实时显示剩余电量。 两个细节，给我留下了很深的印象。灯泡解决走夜路照明的问题，显示电量好让用户充电的时候省着点，当地补电可能不容易。 最后，沃客非凡没有做印尼版京东，而是走出一条全新的、不可复制路子。 01 许龙华1979年生于邵阳武冈，高中毕业于武冈二中。2004年，本科毕业于湘潭大学旅游管理专业。 毕业后，许龙华加入家电巨头TCL，一干就是六七年，在销售、营销岗位都干过。在TCL期间，他曾将负责区域从全国前十提升至全国第二。 2010年，许龙华离职，去各地考察，为创业寻找商机。刚好印尼有朋友，他边玩边看，发现这地方有机会：2.4亿人，但大部分人手头钱不多；iPhone、黑莓等产品占据手机高端市场，低端市场假冒劣质产品多，缺乏可靠的品牌。 当时，智能手机刚刚兴起，充电需求很大，而中国刚好有强大的手机配件供应链。许龙华决定往印尼卖手机配件。第一年亏了，投资人撤了，许龙华硬着头皮接着做，创办了沃客非凡的前身非凡电讯，从手机充电宝切入。 沃客非凡早期充电宝产品，能当电筒，显示实时电量（作者实拍） 许龙华要做品牌，想以质量获得用户信任。他们自己设计产品，在国内找了靠谱的OEM厂商以保证质量。在售后方面，承诺“一年内产品若有任何质量问题，可免费换新”。这套打法搬到印尼下沉市场，有点当初小米手机对深圳山寨手机的打法。 创业初期，许龙华还遇到不少贵人。比如，一开始没钱，深圳一位供应商不要任何抵押，让许龙华先把货拉走，卖完再结账。 印尼市场不好收账，他就跟批发商把账期定死，而且不还价，否则别想拿货。由于非凡电讯的产品很好卖，这条规矩也就立起来了。 到了2013年，非凡电讯已经成为印尼规模最大的3C配件企业。 许龙华原本有个做印尼京东的梦，但现实不允许。在中国，京东销售链条是：家电厂商-京东-消费者。但在印尼，这条路径不成立，因为当地制造业很不发达，上游没有足够的本土家电厂商，3C数码家电大部分靠进口。印尼是：进口商-批发商...

Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) More on Yum! Brands Yum! Brands: Don't Count On Pizza Hut Sale To Boost This Indebted Business Yum! Brands, Pizza Hut And The Billion-Dollar Slice: A Sale Could Unlock Tremendous Value Yum! Brands: Tasty Fundamentals, But Valuation And Technicals Are Unappetizing Yum! Brands tops same-store sales expectations as Taco Bell does the heavy lifting Yum! Brands Non-GAAP EPS of $1.73 misses by $0.03, revenue of $2.51B beats by $60M

2026年初，京东与中兴通讯签署了一份引人注目的战略协议。 协议设定了未来三年内，中兴旗下全系列产品在京东平台实现百亿销售额的目标。 媒体将这场合作形容为一份厚重的“彩礼”，双方高层的握手合影也传递出强烈的结盟信号。但如果我们仅仅将其解读为一次规模更大的销售合作，就可能错过了背后更重要的商业逻辑上的变化。 在智能手机市场竞争已经高度白热化，电商平台之间价格战、流量战日趋激烈的今天，两家行业巨头选择以“全国总代理”这种深度绑定、近乎一体化的模式进行合作，这本身已值得深思。 它们的目的显然不止于在现有格局下卖出更多商品，那么，驱动它们做出这一选择的根本力量是什么？ 我们认为，理解这一切的关键，在于一个看似平凡却至关重要的概念：确定性。 对于中兴而言，这次合作是一次针对自身财务与战略不确定性的、高度理性的风险对冲。对于京东而言，这标志着它正在将其庞大的供应链、物流和数据能力，打包成一种名为“确定性”的全新解决方案进行出售。 这场联姻，是一家企业在转型阵痛中寻求安全垫的财务自救，与另一个平台在竞争红海中构建新壁垒的生态野心之间的匹配。 中兴的“确定性”自救 首先，我们看中兴通讯现在所经历的情况，用一个词表示，大概便是“冰火两重天”了。 表面上看，公司的营收仍在增长，2025年前三季度超过了千亿，同比增长超过11%。但这张增长的面具之下，是利润的崩塌，例如归属于股东的净利润大幅下滑近三分之一，而且体现核心经营能力的扣非净利润，在第三季度直接跌为负数。 行业周期性波动不足以形容这一点变化，我认为更多的情况，可能属于“结构型断层”。过去十年，支撑中兴发展的核心引擎——为运营商建设网络的业务——其收入占比首次跌破了50%。这意味着传统的利润“现金牛”正在快速失血。 为了填补缺口，中兴全力冲刺的算力等新业务，收入增速高达180%，看起来势头迅猛，但其毛利率却远低于传统业务，导致公司陷入“卖得越多，赚得越少”的窘境，整体毛利率大幅下滑。 雪上加霜的是，来自美国司法部的潜在调查与巨额罚单风险，为公司在资本市场的估值蒙上了厚重的阴影，极大地抬高了其融资与发展的风险成本。至此，中兴的核心诉求已经发生了转变，从如何追求高增长，急转为如何确保生存安全，以及如何隔离无处不在的经营风险。 正是在这种背景下，与京东的“三年百亿”协议，其意义才会显得尤为重大。 在我看来，这实质上是设计过的“长期收入互换...

Rockline Wealth Management LLC lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 5.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 61,794 shares of the information services provider's stock after purchasing an additional 3,224 shares during the period. Alphabet comprises 3.1% of Rockline Wealth Management LLC's investment portfolio, making the stock its 8th biggest position. Rockline Wealth Management LLC's holdings in Alphabet were worth $15,050,000 as of its most recent filing with the Securities & Exchange Commission. Other hedge funds have also recently modified their holdings of the company. Manning & Napier Advisors LLC acquired a new stake in Alphabet during the 3rd quarter worth $32,000. IFS Advisors LLC lifted its stake in shares of Alphabet by 400.0% in the second quarter. IFS Advisors LLC now owns 150 shares of the information services provider's stock worth $27,000 after buying an additional 120 shares in the last quarter. Tripletail Wealth Management LLC acquired a new position in Alphabet during the third quarter worth about $40,000. WestEnd Advisors LLC boosted its position in Alphabet by 58.7% during the second quarter. WestEnd Advisors LLC now owns 165 shares of the information services provider's stock worth $29,000 after acquiring an additional 61 shares during the last quarter. Finally, University of Illinois Foundation purchased a new stake in Alphabet during the 2nd quarter valued at about $31,000. Institutional investors and hedge funds own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Insiders Place Their Bets In other news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the firm's stock in a transaction that occurred on Friday, January 30th. The shares were sold at an average price of $19.00, for a total value of $35,060,852.00. The transaction was disclosed in a document filed with the Securi...

Phoenix Financial Ltd. decreased its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 10.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 899,886 shares of the information services provider's stock after selling 101,009 shares during the quarter. Alphabet comprises approximately 2.9% of Phoenix Financial Ltd.'s investment portfolio, making the stock its 9th largest position. Phoenix Financial Ltd.'s holdings in Alphabet were worth $218,704,000 at the end of the most recent reporting period. A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Manning & Napier Advisors LLC bought a new stake in shares of Alphabet during the 3rd quarter valued at about $32,000. IFS Advisors LLC increased its holdings in Alphabet by 400.0% in the second quarter. IFS Advisors LLC now owns 150 shares of the information services provider's stock worth $27,000 after purchasing an additional 120 shares in the last quarter. Tripletail Wealth Management LLC acquired a new position in Alphabet in the third quarter valued at approximately $40,000. WestEnd Advisors LLC boosted its holdings in shares of Alphabet by 58.7% during the 2nd quarter. WestEnd Advisors LLC now owns 165 shares of the information services provider's stock worth $29,000 after buying an additional 61 shares in the last quarter. Finally, University of Illinois Foundation bought a new position in shares of Alphabet during the 2nd quarter worth approximately $31,000. Institutional investors and hedge funds own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Insider Transactions at Alphabet In related news, major shareholder 2017 Gp L.L.C. Gv sold 1,845,308 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was sold at an average price of $19.00, for a total transaction of $35,060,852.00. The sale was disclosed in a filing with the Securit...

Peter Mandelson has resigned from the House of Lords, but even if he is sentenced to prison for misconduct in public office he can still use the title Lord Mandelson until either an act of parliament, or death, takes it off him. That sums up the problem with living in a semi-feudal system. Patronage first lifted Mandelson into the Lords in 2008, despite his being forced to resign twice as a minister. The first resignation came in 1998 when he failed to declare a home loan from a millionaire backer; the second time, in 2001, was because he helped a millionaire funder for the Millennium Dome get a British passport. So elevation to the Lords allowed him to maintain influence despite his conduct losing him two ministerial positions. Keir Starmer’s patronage lifted Mandelson up again, to the US ambassador job, despite his links to Epstein being well documented in mainstream and social media. Mandelson’s career is littered with dishonesty and scandal, but many (so-called) sensible voices in the media and politics argued he was the right man to represent our country on the world stage. The truth is that everyone knew the risks, but no one cared – because everyone assumes that corruption is the norm. In a world dominated by rich and powerful men, Mandelson was a go-between, close to important people and the corridors of power. His elevation to the Lords undoubtedly increased his stature, and with it his access. Mandelson will not return to the Lords, but among the remaining peers, what amounts to cash for access is often done subtly and within the rules. So where are the political checks and balances that voters used to expect? A report last February showed that nearly 100 members of the Lords were paid to give political or policy advice by commercial firms. One former minister earned millions of pounds by working for 30 companies. Multiple peers are being paid by foreign governments, including repressive regimes. Politics and business are bound together in the Lords, with ...

(RTTNews) - Wabash National Corp. (WNC), an end-to-end supply chain solutions provider for the transportation, logistics and infrastructure markets, on Wednesday reported its loss widened in the fourth quarter compared with the previous year. In the pre-market trading, Wabash National is 6.23% lesser at $10.54 on the New York Stock Exchange. For the fourth quarter, net loss attributable to stockholders widened to $49.88 million from $1.03 million in the previous year. Loss per share was $1.23 versus $0.02 last year. Adjusted net loss attributable to stockholders widened to $37.78 million from $1.03 million in the previous year. Adjusted loss per share were $0.93 versus $0.02 last year. On average, 2 analysts had expected the company to report loss of $0.76 per share. Analysts' estimates typically exclude special items. Adjusted EBITDA loss came in at $26.19 millon compared with income of $21.11 million in the previous year Loss from operations came in at $59.94 million compared with income of $3.59 million million in the prior year. Net sales declined to $321.45 million from $416.81 million in the previous year. For the first quarter, the company expected revenue be in the range of $310 million to $330 million and adjusted loss per share to be in the range of $0.95 to $1.05. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.