“回顾本轮上涨的驱动力，地缘政治确实是核心诱因。事实上，近几年的金价走势与美元流动性的相关性已有所减弱。” 两周内，国际黄金现货价格走出天崩地裂模式。经历短期大涨大跌后，4日，国际现货黄金价格再度突破每盎司5000美元关口。 作为传统的避险资产，黄金现货价格大幅震荡的模式是否还适合普通投资者？利用黄金对冲通货膨胀的底层逻辑是否发生了改变？ 为何美联储主席候选人的消息会触动贵金属价格大跌？在地缘动荡仍将大概率持续的可预见未来，要如何理解和把握黄金等非现金流资产？ 美联储前高级经济学家、上海交通大学上海高级金融学院教授胡捷在接受第一财经记者专访时表示： “非现金流资产的定价本质上是由下一个买家的心理预期决定的，而购买者的出现时机、价格预期又很大程度上受市场情绪驱动。” “若以极简的逻辑来概括，此类资产的基本面本质上就是市场集体情绪。由于缺乏内在现金流产出，此类资产转而锚定于市场情绪，而情绪恰恰是金融市场中最具波动性且难以预测的。”他表示，“回顾本轮上涨的驱动力，地缘政治确实是核心诱因。 事实上，近几年的金价走势与美元流动性的相关性已有所减弱。” 沃什提名黄金“受伤”背后逻辑 ： 市场集体情绪 1月31日，美联储前理事沃什将成为美联储新主席候选人的消息一出，国际现货黄金价格应声大跌，这一“超预期”提名从表面上看，同贵金属价格大跌形成因果关系，在近期金价有所修复后，高盛在内的多家国际投行最新研报表示，市场上周错误解读了下任美联储主席提名人选沃什的货币政策倾向。 上述机构认为，考虑到特朗普政府今年下半年将面临中期选举压力，白宫方面将持续施压、要求美联储降息，因此预计，沃什就任后不会立即推动美联储缩表，其“鹰派”政策倾向被过度解读。 即便如此，第一财经采访的大部分业内人士也倾向于认为 ，该提名只是贵金属价格在投机价格区间大跌的催化剂，并不构成任何主因。 对此，胡捷对记者表示：“在当前黄金一路高歌猛进的背景下，当下许多人内心已开始打鼓，市场情绪面临转折点、存在脆弱性。就在此时，特朗普对沃什的任命宛如高喊了一声‘鬼来了’。” 他解释道，“无论这一信号在逻辑上意味着货币政策的进一步宽松（对黄金利好）还是潜在的量化紧缩（对黄金利空）， 其逻辑本身已不再重要，重要的是这一信号触发了情绪的逆转。这种心理预期的变化，预示着黄金市场进入剧烈的震荡期。” 胡捷表示，从历史上看，1971年布雷顿森...

In a striking twist on earnings night that reminded markets why semiconductor stocks can be unpredictable, Advanced Micro Devices, better known simply as AMD, delivered a quarter that should have sent its shares higher but instead did the opposite. Investors were left scratching their heads as the stock slid sharply despite stronger-than-expected earnings and a generally optimistic outlook. What seemed like good news on the surface led to a market reaction that signalled deeper anxiety about growth pacing in an increasingly competitive AI-focused chip landscape. Now that the dust has settled on the fiscal fourth quarter of 2025, it’s time to break down what happened, why the market reacted the way it did, and what this means for AMD going into 2026. Let’s break down with this blog how AMD performed in Q4, what drove the stock reaction, and what investors should watch next. Earnings Snapshot: AMD Q4 FY25 Metric Q4 FY25 Result YoY % Change Revenue $10.3 B +34% EPS (Adjusted) $1.53 +40% Consensus Revenue Estimate $9.65-$9.69 B - Consensus EPS Estimate $1.32 - Data Center Revenue $5.4 B +39% Client & Gaming Revenue $3.9 B +37% Embedded Segment $950 M +3% Q1 FY26 Revenue Guidance ~$9.8 B (±$300 M) (Sequential decline) Source: AMD Earnings Release These numbers show a clear beat on both revenue and earnings compared to expectations. AMD's revenue of $10.3 billion far exceeded Wall Street estimates near $9.64-9.69 billion, while adjusted EPS of $1.53 topped the consensus of $1.32. Broad-based growth across data center, client gaming and embedded segments contributed to the strong performance. What the Numbers Actually Tell Us About AMD At face value, AMD’s fourth quarter looked like a classic beat-and-raise performance. Every major segment posted meaningful YoY revenue gains, and the core data center franchise, widely regarded as the company’s biggest long-term growth driver, delivered nearly 40% growth. Profits also expanded as gross margins benefited from inventory reser...

South Korea is offering dollar-denominated bonds, an effort to bolster its foreign exchange reserves amid global uncertainties and massive investments pledged under a US trade deal. The government is planning benchmark-sized notes in three and five-year maturities , according to people familiar with the matter. Initial pricing for the notes was set at around 13 basis points and about 16 basis points, respectively, over comparable US Treasury yields, they said. The move, which came after the government raised this year’s borrowing cap, boosts Seoul’s financial ammunition as it prepares for the start of a $350 billion investment pledge to the US in exchange for lower tariffs. The weakening won also has heightened the urgency to fortify buffers, with authorities defending the currency through both verbal and direct market action. The US investment plan has raised concerns about capital flight and reinforced Koreans’ appetite for US assets, creating a cycle that further weakens the won. To reassure investors, the government outlined plans to phase in investments through tranches capped at $20 billion annually. Authorities also stressed that funding would rely on investment returns from foreign reserves rather than directly depleting them. Strengthening the reserve buffer could both maximize returns and preserve policy space to counter won weakness. The nation’s foreign currency reserves fell by about $4.8 billion over December and January as Korean authorities stepped up efforts to defend the won. Reserves stood at $425.9 billion at the end of January . Authorities also flagged government-backed overseas bonds as another funding option for the investment pledge. In December, Korea more than tripled its annual cap on foreign exchange stabilization bond issuance from earlier plans. South Korea Says It’s Not Delaying $20 Billion US Investment Korea to Tap Foreign Returns, Eyes Overseas Bonds for US Pledge South Korea Submits Special Bill Aimed at Cutting US Car Levies Kore...

格隆汇2月4日｜印尼雅加达证券交易所监管草案将新上市公司最低自由流通股要求从10%上调至15%。

格隆汇2月4日｜海南省新闻办公室4日召开新闻发布会，介绍了2025年金融支持海南省经济社会高质量发展相关情况。2025年，海南省跨境金融改革持续深化，跨境收支规模创历史新高，跨境人民币结算额较快增长。

01 什么是人工智能治理 人工智能治理是指组织用来确保人工智能实例安全、公平且使用正确的一系列规则和检查措施。就数据成功而言，它确保人工智能使用优质、干净的数据，遵守法律法规和政策，并由人工对重要决策进行复核，也就是所谓的“人机协同设计”。 02 人工智能治理的新变化 在构建数据成功计划的过程中，我们涵盖了所有权、管理、目录、术语表、质量、数据沿袭、策略、标准、数据生命周期、分类（安全性、真实性、通用数据环境）等内容。现在，我们将通过人工智能治理，纳入已记录的用例、风险评级系统、模型清单、人工智能生命周期、更多策略、伦理规范以及一些更有趣的内容！幸运的是，文化转变的难度不会像我们之前的数据计划那样大。有些人可能不同意我的观点，但依我之见，如果你的组织现在真正实现了数据驱动的决策，那么引入人工智能就只是一个循序渐进的 工作 。 03 我们应该从哪里开始 想要取得成功，我们都会面临一个共同的问题：从哪里开始？好吧，我们还是会从最简单的入手！我们的数据科学家刚刚向高层汇报了这个绝妙的机器学习项目，你猜怎么着？他们希望尽快实施。你我都清楚，数据准备和确保每个人都各司其职绝非易事，但我们的职责就是从数据和治理的角度确保项目成功。 因此，我建议首先确定你想使用的框架。你可以使用现有的框架，例如 NIST AI 风险管理框架、IEEE 伦理一致性设计、欧盟可信 AI 伦理指南，或者其他数不胜数的框架，也可以创建混合框架。就像数据治理一样，没有万能的解决方案，所以要认真考虑。记住，如果某个方案行不通，随时可以调整方向。此外，不要让组织外部的任何人告诉你必须这样做或那样做。 你们应该了解我，我喜欢把事情讲得简单明了。目前我正在设计和实施人工智能治理方案，因为我们现在才开始考虑人工智能的应用。所以我会边设计边写这篇文章，你们可以自己决定，并告诉我你们是否会尝试这种方法，或者你们会如何着手。我会开放评论区，这样我们就可以互相学习了。 04 我目前的AI治理框架 我的目标是尽可能简化流程，尤其是在推广应用方面，因此我将重点关注数据治理中尚未涉及的内容，并将其整合到我的中央目录中。我认为目录是构建框架模型的理想场所，因为在构建可视化模板的过程中，您可以清晰地看到并思考您和其他人需要了解和保护的内容。我尚未决定是否应该向企业开放此目录部分的访问权限，或者是否 需要调整权限以仅允许特定用户访问，...

When it comes to stocks riding the wave of excitement around artificial intelligence (AI) technologies, perhaps no other stock has done it better than Nvidia (NASDAQ: NVDA). As the dominant AI chip design company, its semiconductors are in high demand as organizations scramble to buy chips to support their AI needs. Palantir (NYSE: PLTR) is another tech stock riding the AI wave, offering a product that has delivered eye-popping productivity gains with AI's help. Over the past year, both stocks have done extremely well, with Nvidia reporting 209% gains while Palantir rose nearly 79%. But investing is more about picking stocks based on the promise of future performance. Can both of these stocks keep riding the AI wave? If so, which has the better chance of staying up on the board longer? Let's take a closer look. Nvidia stock has become expensive to own Nvidia has undoubtedly experienced a wild ride thanks to AI. Investors primarily knew it as a graphics and gaming company until the early part of the decade. As recently as fiscal 2022 (ended in January 2022), the company's largest source of revenue was gaming. But even at that time, the company's data center segment had become increasingly important as data centers became a fast-growing market for its GPUs. Additionally, it had begun developing chips specifically for AI purposes. When it became known that Nvidia's AI chips powered ChatGPT, the company's revenue shot massively higher. Thanks to the unprecedented demand for AI chips, the data center segment now accounts for 87% of the company's revenue. Consequently, in the first quarter of fiscal 2025 (ended April 28), revenue of $26 billion rose 262% versus year-ago levels. That increase led to a net income of over $15 billion, a yearly gain of 462%! Additionally, consensus analyst estimates forecast fiscal 2025 revenue will rise by 98% before slowing to about 34% in fiscal 2026. At such growth rates, the 74 P/E ratio might not deter investors. However, that may lead ...

Over the past couple of years, Nvidia (NASDAQ: NVDA) and Palantir (NASDAQ: PLTR) have been among the hottest stocks on the market. Nvidia has grown to become the world's most valuable public company, and Palantir's market cap has jumped by more than 835%. Although both are some of the more popular artificial intelligence (AI) stocks, their roles in that space are entirely different. It's not an apples-to-apples comparison, but if I had to pick one to invest in, the choice is clear. 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 » Image source: Getty Images. What does Nvidia do? Nvidia provides crucial hardware that makes training and running AI possible. Without products like its GPUs and other networking equipment, the AI sector wouldn't be anywhere near the scale it is today. That's why its valuation has flown higher during the AI boom. Its leadership position has also allowed it to increase its prices because demand for AI accelerators is far outpacing supply. Last quarter, Nvidia's data center revenue rose 66% year over year to $51.2 billion. Three years ago, its data center revenue was only $3.83 billion. What does Palantir do? Palantir is an AI software company specializing in data analytics. It has been around since 2003, but its recent surge in popularity on Wall Street has a lot to do with how its business has been expanding. For much of its existence, Palantir's focus was largely on government contracts. Its largest clients include the Defense Department, the CIA, the FBI, and ICE. Today, the U.S. government is still its top client, but its U.S. commercial business has emerged as a legitimate growth area, and its demonstration that it can be more than just a government contractor has sparked a lot of investor interest. Which is the better AI stock? If I had to choose between Nvidia and Palantir for an AI investment, I would go with Nvidi...

中船防务（HK0317）公告，控股子公司中船黄埔文冲船舶有限公司与EVERGREEN MARINE(ASIA)PTE.LTD.签订16艘支线集装箱船建造合同，合同交易总金额7.36亿美元至8.96亿美元之间。合同履行期限自合同签约生效至船舶交付，计划交付时间为2028至2030年或之前。合同的履行预计将对公司现金流及后续经营业绩产生积极影响。

Pinterest has fired two engineers who created a software tool to identify which workers had lost their jobs in a recent round of cuts and then shared the information, according to reports. The digital pinboard business announced significant job cuts earlier this month, with the chief executive, Bill Ready, telling staff he was “doubling down on an AI-forward approach”, according to a LinkedIn post by a former employee. Pinterest, which is based in San Francisco and has an office in London, said the cuts would affect about 15% of its workforce, or about 700 people, but did not specify which teams or staff members would be affected. Two engineers at the company then wrote code to identify sacked staff. A spokesperson for Pinterest said: “Two engineers wrote custom scripts improperly accessing confidential company information to identify the locations and names of all dismissed employees and then shared it more broadly. This was a clear violation of Pinterest policy and of their former colleagues’ privacy.” It is unclear whether the engineers, who have not been named, shared the information with colleagues, or with people outside Pintrest. The script – a set of commands written to automate a task within existing software or change its function – was aimed at internal tools for workers to communicate, the BBC reported, citing an anonymous source. The source, whom the BBC said was “familiar with the firings”, said the code created an alert as to which employee names were being removed or deactivated. Pinterest has been investing heavily in AI to create more personalised content for its users and automated tools for marketers. But shares in the company have dropped by more than 20% this year as investors weigh the threat from more advanced AI platforms. Ready said in a company-wide meeting that while “healthy debate and dissent are expected, that’s how we make our decisions”, according to CNBC, which first reported the news. The chief executive said Pinterest was facing a...

格隆汇2月4日｜据市场消息，印度尼西亚最大的几家煤炭企业获准免受印尼政府生产配额削减政策的影响，减产负担主要由规模较小的煤矿承担。布米资源公司（PT Bumi Resources）、PT Adaro Andalan Indonesia 和印迪卡能源公司（PT Indika Energy）均获得了今年所申请的全部煤炭开采配额，总计约1.7亿吨。作为全球最大的电厂煤炭出口国，印尼计划今年将煤炭产量削减近四分之一至约6亿吨，以提振煤价。印尼煤炭矿业协会上周表示，各矿企的减产幅度将达到40%至70%，并警告此举或导致部分煤矿经营难以为继，可能引发大规模裁员和贷款违约。

同和药业（300636）公告，近日从国家药品监督管理局药品审评中心(CDE)“原辅包登记信息公示”平台查询获悉，公司提交的“甲苯磺酸艾多沙班”原料药（884143）通过了CDE审批。登记号为Y20240000672，产品名称为甲苯磺酸艾多沙班，企业名称为江西同和药业（300636）股份有限公司，地址为江西奉新高新技术产业园区天工大道888号，产品来源为境内生产，审评审批结果为A(已批准在上市制剂使用的原料)。

春节期间上海家政服务市场人员储备较为充分，供需基本保持平衡 为了缓解今年春节期间的“保姆荒”，上海全力保障家政服务供给。 在2月4日举行的2026年春节上海家政服务市场保障工作新闻沟通会上，上海市商务委副主任刘敏提出，在总结历年工作经验的基础上，上海市商务委指导市家庭服务业行业协会早部署、早谋划。目前已会同市家庭服务业行业协会遴选出包括16家员工制家政企业在内的117家保供企业，并开展专项走访调研，排摸供需情况，提前统筹资源，确保春节期间上海家政服务市场供给平稳有序。 从目前态势来看，2026年春节期间上海家政服务市场人员储备较为充分，供需基本保持平衡。在需求端，居家养老和母婴护理等基础保障型服务仍是刚性需求，全屋深度清洁、专业收纳整理、高端家电清洗等服务预计在节前会迎来一波集中需求高峰。在供给端，大部分家政服务机构已进入春节保供模式，结合市场需求，通过科学规划提前筹备，实现人员配置与服务需求精准匹配，“保姆荒”现象有望得以缓解。 除了遴选一批保供主力军，上海还构建了多元保障体系，以提升服务供给能力。其中包括强化留岗激励、拓宽人员调配渠道、优化服务流程、聚焦“一老一小”刚需服务等。 其中，在留岗激励上，部分家政服务机构将通过发放节日红包、食宿补贴、报销返乡路费、免费体检、组织年夜饭等暖心福利，并配合错峰休假安排，激励家政人员留沪服务，稳定节日在岗规模。 作为上海家政服务领域员工制企业，上海和姆尼养老服务有限公司相关负责人表示，他们将为春节在岗家政员、护理员增加薪资补贴、节日红包，为留岗人员统一配发年货礼包，开放员工宿舍（可接纳家属同住），解决后顾之忧。同时公司已提前1个月摸排护理员返乡意愿，将分批次安排错峰返乡（节前10天、节后10天错峰离岗返岗），平衡员工团聚需求与岗位用工需求。 上海市部分家政服务机构通过与业界同行、周边城市机构以及培训学校合作，将开展“共享员工”、跨区域调配、多渠道资源互补等工作，再结合自主招聘、内部调剂、轮休制度等方式，灵活填补服务人员缺口，更好应对突发或集中服务需求。 居家养老服务和母婴育婴护理等“一老一小”刚需服务向来是“春保”工作的保障重点。一批以提供“一老一小”照护为主的家政服务机构已提前进行了供需双向排摸，做好服务预案和人员储备。 刘敏表示，经过近几年的持续建设，上海春节家政服务市场保障已形成了较为成熟的市场调节机制。情感留人、待遇...

氣候變化令危害青蛙的壺菌病廣泛傳播，導致全球的青蛙數量減少，澳洲坎培拉大學正試驗在青蛙的棲息地設置人工鹽水池，讓青蛙清洗身上的壺菌。 綠金鐘蛙在壺菌病的侵害下，由1985起在澳洲坎培拉絕跡。壺菌病最早在非洲的金蛙身上出現，隨著金蛙被輸往世界各地作為寵物，壺菌病散播全球。 近年由於氣候暖化加快水分蒸發，令濕地上的蒸氣含量增加，形成適合壺菌生長的環境。在壺菌的擴散下，全球有五百種青蛙大量死亡，澳洲的綠金鐘蛙便是其中一種，數量劇減了九成。 坎培拉大學正試驗一種對抗壺菌病的方法，若果成功，可望拯救全球的青蛙。 研究人員首先在一批人工繁殖的綠金鐘蛙身上注射少量壺菌病原體，令牠們產生免疫力，就好像接種疫苗一樣。 研究團隊把400多隻接種了疫苗的綠金鐘蛙，放在坎培拉的15個地點，其中24隻放在南部的莫森池塘，四周設置多個鹽水池，青蛙跳入去可以清洗身上的壺菌。旁邊有一個膠帳幕，裡面有磚塊給青蛙藏身，在陽光照射下，當氣溫超過28度，壺菌會在磚塊內烘乾死亡，而可以抵受較高溫的青蛙就不受影響。 保育生物學家索皮耶夫斯基說：「溫度升到28度壺菌就會死亡，但青蛙很喜歡這溫度。」 研究人員把這一組設施形容為有溫泉和桑拿房的「水療中心」，他們會在兩個月後點算綠金鐘蛙的數量，以評估疫苗加上「水療中心」是否有對抗壺菌的功效。

Ever-increasing memory prices are prompting AMD to switch Radeon production focus to less-expensive 8GB models. However, this won’t be enough to mitigate the need for price increases, as board partners prepare to charge 5-10% more for RDNA 4 graphics cards. Reports of these changes are emerging on Board Channels, a forum frequented by industry insiders ripe with information allegedly sourced straight from the mouths of graphics card vendors. There, posters claim AMD and board partners’ focus moving forward will be Radeon RX 9060 XT 8GB and RX 7650 GRE cards, in order to maximise production capacity. The RX 9060 XT 16GB and RX 9070 XT apparently retain high importance, but AMD will greatly scale back production of other high-capacity cards, namely the RX 9070 and RX 9070 GRE. This development echoes prior rumours of reprioritisation, with the 9070 XT trumping its closely-related non-XT sibling. While I’m glad that AMD isn’t completely discarding 16GB cards, I’ll wait to see how stock levels and pricing hold up. In any case, it seems like getting your hands on an 8GB GPU will be the much easier option. Sadly, it seems we’ll be paying more for all Radeon cards, regardless of VRAM capacity. Other discussions on Board Channels claim that AMD is planning an additional 5-10% price increase for its lineup, on top of price rises that have already occurred. It seems that despite public commitments to keep graphics cards as close to MSRP as possible, market pressures are simply too great. These higher costs won’t put AMD on the backfoot relative to Nvidia, though. Further chatter on Board Channels describes these price rises as catching up to the cost level of comparable Nvidia models. Here’s hoping we don’t see the Radeon RX 9070 XT matching the now-$1,000 price tag of the GeForce RTX 5070 Ti. Given that new graphics cards may soon become unaffordable for many, I’d love to see AMD take this opportunity to bolster its existing install base. Providing proper FSR 4 support to ol...

格隆汇2月4日｜日本IC载板大厂揖斐电(Ibiden)今日宣布，公司董事会正式通过了电子业务投资计划。该计划总投资规模约5000亿日元(约合222亿人民币)，覆盖2026财年至2028财年，旨在扩充高性能IC载板产能，下游应用领域包括AI服务器及高性能服务器。

核心要点 数月以来，受 AI 影响未来业务增长的担忧影响，全球 IT 板块持续承压。 此次股价暴跌的直接导火索，是 AI 企业 Anthropic 为其 Cowork 产品推出全新法律工具。 工程师开展统计分析报告工作。数字技术与人工智能（AI）概念图。 工程师开展统计分析报告工作。数字技术与人工智能（AI）概念图。 华尔街对 AI 驱动的行业颠覆将冲击软件企业的担忧情绪于周三蔓延至亚洲，亚太科技股追随美股同行隔夜跌势大幅下挫。 亚洲市场中，日本软件股领跌。日本大型 IT 服务与系统集成商 TIS 暴跌近 16%；趋势科技（Trend Micro）跌幅超 7%，NS Solutions 下滑逾 7%。 印度 IT 企业股价同样走低，印度 Nifty IT 指数大跌 6.7%。头部 IT 企业塔塔咨询服务公司（TCS）跌 6.6%， 印孚瑟斯 （Infosys）跌 8%，HCL 科技跌 5.3%。 此前一日，印度宣布与美国达成贸易协议，印度 IT 公司曾一度成为市场涨幅龙头。 中国软件股亦遭抛售。 金蝶国际 软件集团股价暴跌超 12%；云服务巨头腾讯控股跌 3.1%， 阿里 巴巴 跌 0.6%， 百度 跌逾 2%。 亚登研究（Yardeni Research）总裁爱德华・亚登尼表示：“AI 让科技行业的竞争变得愈发激烈。” 他指出：“软件股遭受重创，原因是 Anthropic 为其 Cowork 产品推出了新工具。目前判断这些新工具的实用价值还为时过早，但投资者已选择下调软件股的估值倍数。” 软件股连续两日承压 软件企业曾凭借高粘性订阅与稳定续费获得高估值，如今却面临严峻考验 ——AI 有望实现工作流程自动化、挤压定价空间，并降低新竞争对手的市场准入门槛。 瑞银 宝（UBP）高级股票顾问凌伟森（Vey-Sern Ling）表示：“要实现板块估值重估，企业必须证明 AI 能成为增长助推器，而非仅仅是竞争威胁。在投资者态度谨慎的背景下，这一过程可能比以往更久。” 凌伟森称，UBP 更青睐 AI 颠覆风险较低的基础设施软件，以及具备定价能力、且 AI 或能带来追加销售机会的网络安全领域。 隔夜美股市场，服务现在（ServiceNow）股价暴跌近 7%，今年以来累计跌幅扩大至 28%； 赛富时 （ Salesforce ）同样下跌约 7%，2026 年累计跌幅近 26%；Tu...

Electricity from Nordseecluster B will power more than 139,000 German households each year. Credit: harhar38/Shutterstock.com. Renewable energy company RWE has entered into a power purchase agreement (PPA) with Amazon for 110MW of electricity from RWE’s Nordseecluster B offshore wind farm in the German North Sea. The agreement expands upon the strategic framework established between the two companies in June 2025. The electricity generated from the Nordseecluster B wind farm will be sufficient to power more than 139,000 German households annually. Located approximately 50km north of the German island of Juist, the Nordseecluster offshore wind project is being developed in two phases. Nordseecluster A, the first phase with a capacity of 660MW, is under construction and aims to commence operations in early 2027. The second phase, known as Nordseecluster B, plans to add 900MW, with an anticipated operational date set for 2029. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence The wind project is a joint venture (JV) involving RWE, which holds a 51% stake, and Norges Bank Investment Management with 49%. The agreement aims to advance Amazon’s carbon-free energy objectives while supporting RWE’s digital transformation through cloud and AI services provided by Amazon Web Services. RWE supply and trading chief commercial officer Ulf Kerstin said: “Power purchase agreements like this one with Amazon are crucial for accelerating Germany’s decarbonisation while strengthening long‑term security of supply. “By enabling large‑scale offshore projects such as the Nordseecluster, we can bring more reliable, carbon‑free electricity onto the grid and support a resilient energy system.” The arrangement with RWE aligns with Amazon’s objective to achieve net-zero carbon emissions throughout its ...

發展局指至今收到25宗「城中學舍」申請，涉及約5,100個宿位。 發展局局長甯漢豪回答議員書面質詢時指，25宗申請分布在紅磡、觀塘、深水埗及上環等。除兩宗涉及私人土地興建新宿舍，其餘均為改裝現有建築物，大部分是整幢改裝。25宗申請全部獲確認符合資格，正按計劃下的放寬管制程序尋求審批。 至於會否容許工廈改為為學生宿舍，局方指工廈因交通、空氣流通及噪音等因素，相比商業區宜居性較低，加上要符合照明及通風標準等，工廈不合資格參與計劃。

做强重点产业链，打造国家重要先进制造业高地。 中部地区陆续公布2025年经济运行成绩单，湖南、湖北、江西三省构成的“中三角”去年GDP总值达到153989.55亿元，较2024年同期净增6543.09亿元。 其中，江西、湖北GDP增速高于全国平均水平，江西省地区生产总值为36020.0亿元，同比增长5.2%；湖北省地区生产总值为62660.90亿元，比上年增长5.5%。湖南省地区生产总值突破5.5万亿元、达到55308.65亿元，同比增长4.8%。 产业竞争力持续提升 近年来，湘鄂赣各省优势产业的产业竞争力有了显著提升。 湖北以“1家国家实验室＋8个大科学装置＋45家全国重点实验室＋10家湖北实验室＋164个国家级创新平台＋547家新型研发机构”为主体的科技力量矩阵已经成势，综合科技创新水平指数升至全国第7、中部第1。“51020”先进制造业产业集群和5大现代服务业产业集群整体崛起，工业对经济增长贡献率达36.1%，服务业增加值突破3.5万亿元，增速居中部第1。 湖南聚焦“4×4”现代化产业体系，13条重点产业链“聚链成势”，先进制造业集群能级整体提升。湖南省统计局总经济师兼工业统计处处长姚玲表示，2025年，全省规模以上先进制造业增加值占制造业增加值比重达51.7%，高技术制造业增加值同比增长11.2%，高于全国平均水平1.8个百分点。其中，航空、航天器及设备制造业增长17.2%，电子及通信设备制造业增长15.8%，医药制造业增长6.7%。相关主要产品如存储芯片、储能用锂离子电池、工业控制计算机及系统、工业机器人等分别增长1.6倍、96.4%、42.7%、37.3%。 江西省统计局工业统计处处长黄建村解读称，全省规模以上工业增加值同比增长7.5%，十大重点行业对全省工业较快增长起了决定性作用。工业增加值排前十的行业整体增长9.8%，高于全省平均2.3个百分点，对江西工业增长的贡献率达到93.3%。其中，汽车制造业、电子信息业、有色金属业分别同比增长21.5%、12.9%和11.8%，分别贡献8.4、27.3和23.1个百分点。服务机器人、新能源汽车和汽车用锂离子动力电池等数字产品产量分别增长104.2%、86.8%和67.8%。 产业投资回暖明显。2025年，江西工业投资同比增长6.5%，其中与智能制造相关的先进装备制造业投资增长10.1％、新一代信息技术投资增长...

北水加倉港股近134億港元，買入騰訊控股超22億港元，賣出中芯國際超7億港元 富途牛牛

Houlihan Financial Resource Group Ltd. lessened its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 81.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,045 shares of the computer hardware maker's stock after selling 8,972 shares during the quarter. Houlihan Financial Resource Group Ltd.'s holdings in NVIDIA were worth $382,000 at the end of the most recent reporting period. Get NVIDIA alerts: Sign Up A number of other institutional investors also recently bought and sold shares of NVDA. Harbor Asset Planning Inc. purchased a new position in shares of NVIDIA during the 2nd quarter worth $28,000. Winnow Wealth LLC purchased a new stake in shares of NVIDIA in the 2nd quarter worth $32,000. Longfellow Investment Management Co. LLC raised its holdings in NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC purchased a new position in NVIDIA during the second quarter valued at $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new position in NVIDIA during the second quarter valued at $54,000. Institutional investors own 65.27% of the company's stock. NVIDIA Stock Down 2.8% Shares of NVDA stock opened at $180.34 on Wednesday. The company's fifty day simple moving average is $184.21 and its two-hundred day simple moving average is $182.77. NVIDIA Corporation has a 52 week low of $86.62 and a 52 week high of $212.19. The stock has a market cap of $4.38 trillion, a P/E ratio of 44.75, a PEG ratio of 0.57 and a beta of 2.31. The company has a quick ratio of 3.71, a current ratio of 4.47 and a debt-to-equity ratio of 0.06. NVIDIA (NASDAQ:NVDA - Get Free Report) last issued its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 earnings per share for...

EULAV Asset Management reduced its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 12.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 335,123 shares of the computer hardware maker's stock after selling 46,010 shares during the period. NVIDIA makes up about 1.5% of EULAV Asset Management's investment portfolio, making the stock its 19th biggest holding. EULAV Asset Management's holdings in NVIDIA were worth $62,527,000 as of its most recent filing with the Securities and Exchange Commission. Get NVIDIA alerts: Sign Up A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Wheelhouse Advisory Group LLC boosted its position in shares of NVIDIA by 4.8% in the third quarter. Wheelhouse Advisory Group LLC now owns 10,854 shares of the computer hardware maker's stock worth $2,025,000 after buying an additional 501 shares during the period. JNBA Financial Advisors raised its holdings in shares of NVIDIA by 6.7% during the 3rd quarter. JNBA Financial Advisors now owns 12,188 shares of the computer hardware maker's stock valued at $2,274,000 after buying an additional 770 shares during the period. Fiduciary Wealth Partners LLC lifted its position in NVIDIA by 43.1% during the 3rd quarter. Fiduciary Wealth Partners LLC now owns 14,195 shares of the computer hardware maker's stock worth $2,649,000 after acquiring an additional 4,272 shares in the last quarter. Alliance Wealth Management Group boosted its holdings in NVIDIA by 20.2% in the 3rd quarter. Alliance Wealth Management Group now owns 8,279 shares of the computer hardware maker's stock worth $1,545,000 after acquiring an additional 1,391 shares during the period. Finally, Global Trust Asset Management LLC boosted its holdings in NVIDIA by 28.6% in the 3rd quarter. Global Trust Asset Management LLC now owns 27,724 shares of the computer hardwar...

Adell Harriman & Carpenter Inc. raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 3.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 55,159 shares of the semiconductor company's stock after buying an additional 2,028 shares during the quarter. Adell Harriman & Carpenter Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $15,406,000 at the end of the most recent reporting period. Other institutional investors also recently modified their holdings of the company. Massachusetts Financial Services Co. MA boosted its position in Taiwan Semiconductor Manufacturing by 3.6% during the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company's stock valued at $4,401,448,000 after purchasing an additional 541,047 shares during the last quarter. Bank of America Corp DE raised its stake in shares of Taiwan Semiconductor Manufacturing by 0.8% during the 2nd quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company's stock worth $3,353,348,000 after purchasing an additional 115,158 shares in the last quarter. Jennison Associates LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 4.5% during the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company's stock worth $3,516,692,000 after purchasing an additional 544,750 shares in the last quarter. Alliancebernstein L.P. lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 18.0% during the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company's stock valued at $2,368,587,000 after buying an additional 1,593,786 shares during the last quarter. Finally, WCM Investment Management LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 0.3% in the 3rd quarter. WCM Investment Management LLC now owns 10,090,519 ...

Nwam LLC decreased its position in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 2.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 243,012 shares of the computer hardware maker's stock after selling 6,896 shares during the quarter. NVIDIA makes up 3.1% of Nwam LLC's holdings, making the stock its 3rd largest holding. Nwam LLC's holdings in NVIDIA were worth $44,075,000 at the end of the most recent quarter. Get NVIDIA alerts: Sign Up Several other institutional investors have also recently made changes to their positions in NVDA. Brighton Jones LLC raised its holdings in shares of NVIDIA by 12.4% in the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock valued at $43,631,000 after purchasing an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG boosted its stake in shares of NVIDIA by 1.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock valued at $315,100,000 after purchasing an additional 22,929 shares in the last quarter. Highview Capital Management LLC DE increased its holdings in NVIDIA by 6.7% during the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock valued at $7,842,000 after buying an additional 3,653 shares during the period. Hudson Value Partners LLC raised its stake in NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock worth $6,805,000 after buying an additional 11,900 shares in the last quarter. Finally, Wealth Group Ltd. lifted its holdings in NVIDIA by 15.7% during the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock worth $715,000 after buying an additional 896 shares during the period. Hedge funds and other institutional inv...

Norinchukin Bank said it expects to book additional losses from a joint venture over First Brands Group -related transactions, but it’s keeping its original target of ¥30-70 billion yen ($192-447 million) in annual net income. JA Mitsui Leasing Ltd. will book a ¥150.5 billion allowance on the collapsed US auto-parts supplier, more than three times what it had set aside in November, the company said in a statement on Tuesday. Norinchukin, which has a little over 40% stake in the joint venture with trading company Mitsui & Co., expects about a ¥50 billion impact on its full-year net income through March 2026, a bank spokesman said. This is bigger than what it had previously estimated. Norinchukin is discussing a capital injection into JA Mitsui and the joint venture’s business management improvement. Read more: Nochu to Recapitalize JV Hit by $1 Billion First Brands Loss The bank, also known as Nochu, is trying to sustain a return to profit following massive losses on foreign bonds last fiscal year. It is set to report quarterly results later this month.

Source: Bloomberg, 0:00

大埔宏福苑大火，有立法會議員書面質詢政府為何未有啟動緊急警示系統，政府解釋是因為大火屬地區性事故。 商經局局長丘應樺指，事發當日消防處在接報後五分鐘內已經抵達現場，消防車和警車發出的警號聲已發揮即時警示作用，提醒居民有火警發生，至於緊急警示系統的設計是向全港流動用戶發出警報，而大埔宏福苑火警屬於地區性事故，因此未有啟動。 丘應樺又指，警示系統技術上可支持向特定區域發放訊息，政府正積極檢視和優化，緊急警示系統的設置和應用。 政府首次啟動緊急警示系統是2022年3月9日，提示全港市民伊利沙伯醫院轉為新冠病人服務，是惟一一次發出緊急警示。

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Israeli fire in Gaza killed at least 17 Palestinians, most of them women and children, hospital officials said on Wednesday. Israel said its strikes came after militants fired on its soldiers, seriously wounding one. Seven women and five children were killed, hospital officials said, including a 5-month-old and a baby just 10 days old. They are the latest Palestinians in Gaza to die since a ceasefire deal, which has been punctuated by deadly Israeli strikes, came into effect on October 10, 2025. More than 530 Palestinians have been killed by Israeli forces in that time, according to Gaza’s health ministry. “The genocidal war against our people in the Gaza Strip continues,” said Dr Mohamed Abu Selmiya, director of Gaza City’s Shifa Hospital, in a Facebook post. “Where is the ceasefire? Where are the mediators?” Advertisement The attacks and the escalating death toll have rocked the US-backed truce and caused Palestinians in the strip to say it does not feel like the war has ended. Mediators have condemned the attacks and Hamas has called them violations of the deal, but Israel’s military says it is responding to Hamas violations or militant attacks on its soldiers. The military says four soldiers have been killed since the ceasefire took hold. Palestinians mourned the loss of three people at Nasser Hospital in Khan Younis, who were killed in an Israeli attack on Wednesday. Photo: dpa Early on Wednesday, Israeli troops fired on a building in the Tuffah neighbourhood in north Gaza, killing at least 11 people, most from the same family, said Shifa Hospital, which received the bodies. The dead included two parents, their 10-day-old daughter, her 5-month-old cousin and their grandmother.