财联社2月4日讯（编辑 黄君芝） 大型科技公司的资本支出不断增加，这可能会导致未来几年的折旧费用大幅上升。摩根士丹利表示，这一趋势可能并未完全体现在市场普遍预期中，这一点也同时引起了知名做空投资人迈克尔·伯里（Michael Burry）的关注。 大摩在最新报告中表示，超大型企业正从相对轻资产的商业模式向依赖基础设施的运营模式转变，因为它们正在扩大数据中心容量，以满足不断增长的人工智能（AI）需求。该行全球研究部主管Katy Huberty表示，这一转变具有重要的会计方面的影响。 报告称，大摩采用了一种修正后的折旧模型，该模型能够对因在建工程余额上升而产生的偏差进行调整。 据此估算，微软、甲骨文、Meta以及Alphabet这四家公司在未来四年内可能总共需要支付超过6800亿美元的折旧费用。 在建工程余额指的是，在建工程“期末借方余额，反映企业尚未完工的基建工程发生的各项实际支出”。 大摩表示， 传统的预测方法可能会低估未来的资产贬值幅度，因为这些方法未能充分考虑到资本支出与资产投入使用之间的时滞因素。 无独有偶。曾成功预测出2008年金融危机、素有“大空头”之称的伯里也在去年年末发出了类似的警告。 他当时指出，科技巨头通过延长资产的“有效使用寿命”来低估折旧，从而人为地抬高收益。他估计从2026年到2028年，大型科技公司将因低估折旧而虚增1760亿美元的利润。他特别提到，到2028年，甲骨文的利润可能被夸大26.9%，而Meta的利润可能被夸大20.8%。 伯里警告称，科技巨头正在会计处理上玩“把戏”。他指出，科技公司正大规模采购英伟达芯片和服务器以扩充算力，这些通常只有2至3年产品周期的计算设备，被包括Meta、Alphabet、微软、甲骨文和亚马逊在内的“超大规模”玩家们人为抬高。一些公司甚至将折旧周期延长至6年。 美银分析师Justin Post也在早些时候发布的一份报告中指出，华尔街对未来折旧费用的增长速度“反应迟钝”。报告强调，随着谷歌、Meta和亚马逊的资本支出在2024年和2025年大幅增长，其折旧费用必然会在2026年后加速。 据其测算，到2027年，仅这三家公司的折旧费用，市场普遍预测就可能比实际情况低了近164亿美元，这意味着它们未来的实际盈利能力或远低于当前的市场共识。

Vicus Capital increased its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 6.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 59,542 shares of the iPhone maker's stock after acquiring an additional 3,700 shares during the period. Apple comprises about 1.1% of Vicus Capital's holdings, making the stock its 24th largest holding. Vicus Capital's holdings in Apple were worth $15,161,000 as of its most recent filing with the Securities and Exchange Commission. Several other institutional investors and hedge funds have also bought and sold shares of the stock. ROSS JOHNSON & Associates LLC grew its holdings in Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after acquiring an additional 180 shares during the last quarter. Nexus Investment Management ULC increased its position in Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after purchasing an additional 200 shares during the period. LSV Asset Management bought a new position in Apple in the 4th quarter worth $65,000. Morgan Dempsey Capital Management LLC lifted its position in shares of Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock worth $88,000 after purchasing an additional 125 shares during the period. Finally, HFM Investment Advisors LLC bought a new stake in shares of Apple during the 1st quarter valued at about $99,000. 67.73% of the stock is currently owned by institutional investors. Get Apple alerts: Sign Up More Apple News Here are the key news stories impacting Apple this week: Apple Stock Performance Shares of Apple stock opened at $269.48 on Wednesday. The stock has a market cap of $3.96 trillion, a price-to-earnings ratio of 34.07, a PEG ratio of 2.41 and a beta of 1.09...

Envestnet Asset Management Inc. trimmed its position in Oracle Corporation (NYSE:ORCL - Free Report) by 5.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,473,540 shares of the enterprise software provider's stock after selling 193,197 shares during the period. Envestnet Asset Management Inc. owned 0.12% of Oracle worth $976,898,000 at the end of the most recent reporting period. Get Oracle alerts: Sign Up Several other large investors also recently added to or reduced their stakes in ORCL. Winnow Wealth LLC bought a new stake in shares of Oracle during the 2nd quarter valued at about $28,000. Kilter Group LLC purchased a new stake in Oracle in the second quarter valued at approximately $30,000. Darwin Wealth Management LLC lifted its position in Oracle by 130.0% during the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after purchasing an additional 65 shares during the last quarter. LGT Financial Advisors LLC purchased a new position in Oracle in the 2nd quarter worth approximately $33,000. Finally, Financial Consulate Inc. bought a new position in shares of Oracle in the 3rd quarter worth $37,000. Institutional investors own 42.44% of the company's stock. Oracle Price Performance ORCL opened at $154.65 on Wednesday. The company has a debt-to-equity ratio of 3.28, a current ratio of 0.91 and a quick ratio of 0.91. The stock's 50 day simple moving average is $192.48 and its 200 day simple moving average is $236.15. The firm has a market cap of $444.33 billion, a price-to-earnings ratio of 29.07, a PEG ratio of 1.40 and a beta of 1.64. Oracle Corporation has a 1 year low of $118.86 and a 1 year high of $345.72. Oracle (NYSE:ORCL - Get Free Report) last released its quarterly earnings data on Wednesday, December 10th. The enterprise software provider reported $2.26 earnings per share for the quarte...

Touchstone Capital Inc. acquired a new stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 23,915 shares of the software giant's stock, valued at approximately $12,387,000. Microsoft comprises about 6.4% of Touchstone Capital Inc.'s investment portfolio, making the stock its 5th biggest position. Other institutional investors and hedge funds have also bought and sold shares of the company. WFA Asset Management Corp boosted its stake in Microsoft by 27.0% during the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after purchasing an additional 216 shares during the last quarter. Ironwood Wealth Management LLC. lifted its holdings in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC boosted its position in shares of Microsoft by 410.4% during the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after buying an additional 2,138 shares during the last quarter. Wealth Group Ltd. increased its holdings in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after buying an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC increased its holdings in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock worth $9,735,000 after buying an additional 96 shares in the last quarter. 71.13% of the stock is currently owned by institutional investors. Get Microsoft alerts: Sign Up Microsoft Price Performance Shares of Microsoft stock opened at $411.21 on...

Penserra Capital Management LLC increased its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) by 23.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 307,185 shares of the wireless technology company's stock after buying an additional 58,445 shares during the quarter. Penserra Capital Management LLC's holdings in QUALCOMM were worth $51,100,000 at the end of the most recent quarter. Get QUALCOMM alerts: Sign Up Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Harbor Capital Advisors Inc. raised its stake in shares of QUALCOMM by 72.2% in the third quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company's stock valued at $26,000 after purchasing an additional 65 shares in the last quarter. Cloud Capital Management LLC bought a new stake in QUALCOMM in the 3rd quarter valued at $27,000. Chung Wu Investment Group LLC bought a new stake in QUALCOMM in the 2nd quarter valued at $32,000. Harbor Asset Planning Inc. acquired a new position in shares of QUALCOMM in the 2nd quarter valued at $32,000. Finally, Winnow Wealth LLC bought a new position in shares of QUALCOMM during the 2nd quarter worth about $32,000. 74.35% of the stock is currently owned by institutional investors. Trending Headlines about QUALCOMM Here are the key news stories impacting QUALCOMM this week: Analysts Set New Price Targets A number of analysts recently weighed in on QCOM shares. Weiss Ratings reissued a "hold (c)" rating on shares of QUALCOMM in a research note on Monday, December 29th. Sanford C. Bernstein reiterated an "outperform" rating and issued a $200.00 price objective on shares of QUALCOMM in a research note on Monday. Citigroup reissued a "neutral" rating on shares of QUALCOMM in a report on Thursday, January 15th. Wall Street Zen lowered QUALCOMM ...

Savant Capital LLC increased its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 12.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 95,458 shares of the enterprise software provider's stock after acquiring an additional 10,929 shares during the period. Savant Capital LLC's holdings in Oracle were worth $26,847,000 at the end of the most recent quarter. Get Oracle alerts: Sign Up Other institutional investors also recently bought and sold shares of the company. Winnow Wealth LLC purchased a new stake in Oracle during the 2nd quarter worth approximately $28,000. Kilter Group LLC purchased a new position in Oracle in the 2nd quarter valued at approximately $30,000. Darwin Wealth Management LLC grew its stake in shares of Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after acquiring an additional 65 shares in the last quarter. LGT Financial Advisors LLC purchased a new stake in shares of Oracle during the second quarter worth $33,000. Finally, Financial Consulate Inc. acquired a new stake in shares of Oracle in the third quarter valued at $37,000. 42.44% of the stock is owned by institutional investors and hedge funds. Insider Transactions at Oracle In other Oracle news, insider Mark Hura sold 15,000 shares of the business's stock in a transaction that occurred on Wednesday, December 24th. The stock was sold at an average price of $196.89, for a total value of $2,953,350.00. Following the completion of the sale, the insider owned 234,077 shares in the company, valued at approximately $46,087,420.53. The trade was a 6.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Douglas A. Kehring sold 35,000 shares of the st...

Westwood Wealth Management cut its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 59.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 47,284 shares of the iPhone maker's stock after selling 69,589 shares during the quarter. Apple comprises 4.4% of Westwood Wealth Management's holdings, making the stock its 7th largest position. Westwood Wealth Management's holdings in Apple were worth $12,040,000 as of its most recent SEC filing. Several other institutional investors have also added to or reduced their stakes in the business. ROSS JOHNSON & Associates LLC grew its position in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after purchasing an additional 180 shares during the last quarter. Nexus Investment Management ULC lifted its stake in shares of Apple by 333.3% during the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock worth $53,000 after buying an additional 200 shares during the period. LSV Asset Management purchased a new stake in shares of Apple during the fourth quarter valued at $65,000. Morgan Dempsey Capital Management LLC increased its position in shares of Apple by 41.0% in the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock valued at $88,000 after acquiring an additional 125 shares during the period. Finally, HFM Investment Advisors LLC acquired a new position in shares of Apple in the 1st quarter valued at $99,000. Institutional investors and hedge funds own 67.73% of the company's stock. Get Apple alerts: Sign Up Analyst Ratings Changes A number of brokerages have commented on AAPL. DZ Bank raised Apple from a "hold" rating to a "buy" rating and set a $300.00 price target for the company in a research report on Tuesday, November 4th. Wall Street Zen downgraded Apple from a "buy" rating to a "hold" rati...

格隆汇2月4日｜银邦股份(300337.SZ)公告称，公司收到HOLTEC ASIA PRIVATE LIMITED公司《销售订单》，公司将根据Holtec的实际经营计划，向其供应铝钢复合材料和铝铝复合材料产品，订单金额预计约2.8亿元人民币。该订单属于日常经营行为，无需经公司董事会以及股东大会审议。订单的顺利履行预计将对银邦股份2026年及2027年经营产生积极影响。但订单履行周期较长，可能面临政治经济环境变化、不可预见事件或不可抗力等因素导致的风险，或将致使订单无法全部履行或提前终止。

AMD says Steam Machine is on track to ship early this year, and Xbox 2027 SoC work is progressing VideoCardz.com

国晟科技等在江苏投资成立储能科技新公司 2026-02-04 16:11:56 来源： 同花顺7x24快讯 分享 文章提及标的 新能源汽车 -- 国晟科技 -- 风电 -- 储能 -- 能源 -- 企查查APP显示，近日，国晟锶泽储能（885921）科技(江苏)有限公司成立，注册资本2000万元，经营范围包含：海上风电（885641）相关装备销售；海洋能系统与设备销售；新能源汽车（885431）换电设施销售；蓄电池租赁等。企查查股权穿透显示，该公司由国晟科技（603778）、国晟能源（850101）股份有限公司共同持股。(人民财讯)

玩转AI特效、万元小马卡、吃喝玩乐免单、AI社交派对……当数十亿红包砸向14亿人的春节，一场没有硝烟的AI入口争夺战正在上演。 春节临近，互联网大厂们将红包战场从移动支付、短视频转向了AI。百度文心助手、腾讯元宝、阿里千问、字节豆包通过现金红包、免单计划、春晚合作等形式，试图将AI助手推向国民级应用。 这场看似熟悉的撒钱营销，不仅是流量的争夺，更是对自身AI战略的一次全民级压力测试与成果验收。从发红包的方式，到红包背后的战略意图，一场围绕AI技术实力、生态融合与用户心智的深层竞争已然拉开序幕。 流量争夺战与能力试炼 春节AI红包大战在2026年初达到白热化。2月2日至3日，阿里千问宣布投入30亿元启动“春节大请客”，且独家冠名了东方卫视、浙江卫视、江苏卫视、河南卫视四大马年春节晚会，成为目前最大手笔的玩家。 这场战役中，腾讯早在1月25日就宣布于2月1日在元宝APP上线春节红包活动，发放总额10亿元的现金红包。 百度也在1月25日晚间宣布启动马年春节红包活动，用户在百度APP内通过AI互动、集卡等玩法就有机会瓜分5亿现金红包。 字节跳动旗下火山引擎成为2026年央视春晚独家AI云合作伙伴，AI助手豆包也将配合上线多种互动玩法，抖音APP“集祥马”单个活动奖金总额为3亿元。 百度：庞大搜索用户基础支撑 百度是春节AI红包大战启动最早的大厂。以百度APP和文心助手为核心，推出总额5亿元的春节红包活动，活动周期从1月26日持续至3月12日，覆盖整个春节档期及元宵节，是目前活动周期最长的。 百度的春节红包活动有三种玩法：看视频领钱、前1000名集齐稀有卡得万元、通过文心助手猜口令。具体来看，用户在百度APP搜索“春节红包”进入“奇幻人生”主题会场，可体验近200款AI特效玩法，可通过选择剧情分支获得红包奖励；在体验AI互动剧情时，可随机获得对应主题的“人生卡”，集卡活动分四轮瓜分奖池；小红书官方账号@百度搜索将发布线索进行“看马图猜口令词”， 通过文心助手猜出口令词触发隐藏红包。 截至2月1日，百度APP文心助手春节红包活动中，已有近5000万人次使用AI功能抢红包，上线首日即因热度爆棚官方紧急宣布扩容。此外，百度还以“首席AI合作伙伴”身份亮相2026北京广播电视台春节联欢晚会，进一步扩大活动影响力。 百度此次红包活动的优势在于：一是流量基础雄厚，百度APP月活超7亿，文...

核心竞争力源于技术、产品、团队上的“三重护城河” 入选核心资产的逻辑： 当半导体先进制程从 28nm 向 14nm 、 7nm 甚至 3nm 推进时，“芯片质量守门人”——半导体量检测设备的价值正被重新定义。中科飞测凭借 10nm 级检测精度、覆盖 70% 市场的产品矩阵，以及 2025Q3 超 13.6 亿元的订单储备，已从“技术突破者”成长为国产替代的核心标的。 回看 2025 年 A 股市场，被投资者称为 “ 易中天 ” 的三家公司 —— 新易盛、中际旭创、天孚通信 。 他们股价的大涨源于三个因素：处于高景气度赛道 + 先进技术 + 客户粘性。而中科飞测同样也具备相似的核心逻辑。即，国家半导体产业的设备替代 + 技术壁垒 + 订单粘性。 01 三大核心逻辑 第一，检测设备低国产化率。 半导体量检测设备是芯片制造全流程的 “刚需环节”——从晶圆制造到先进封装，每一步工艺都需要检测缺陷、量测参数，以保证良率。 根据 QYResearch 数据， 2023 年全球市场规模已达 152.9 亿美元， 2030 年将增至 277.6 亿美元， 2024-2030 年复合增长率 8.1% ；而中国大陆市场受益于“东数西算”工程与晶圆厂扩产， 2020-2024 年复合增速高达 27.73% ，是全球增速的 3 倍以上。 但市场格局却呈现 “高度垄断”： 2023 年中国大陆市场中，科磊半导体占比 64.29% ，应用材料、日立等海外厂商合计占比超 84% ，国产厂商市占率不足 5% 。这种垄断不仅推高了国内晶圆厂的采购成本，更在国际贸易摩擦背景下存在供应链风险。 随着大基金三期将 15% 资金定向投入检测技术研发，国产替代已从“可选”变为“必选”，而中科飞测作为国内唯一实现 14nm 以下先进制程检测设备量产的企业，无疑将抢占这“百亿替代空间”。 第二，行业领先的 技术壁垒。 中科飞测的核心竞争力，源于其在技术、产品、团队上的 “三重护城河”： 技术突破 “卡脖子”环节： 公司 聚焦的光学检测技术，是当前市场主流（占比 81.4% ），相比电子束检测速度快 1000 倍，相比 X 光量测适用场景更广。 其中，明场纳米图形晶圆缺陷检测设备 REDWOOD-900 检测精度达 10nm 级，可适配 FinFET 、 GAA 等先进晶体管结构，打破科磊在 14nm 以下制程的垄...

雄忻高铁山西段清水河特大桥成功合龙 图源：央视新闻 今天，我们来聊聊山西的高铁。 很少有一条高铁的建设，能像雄忻高铁这样，央媒不断高度关注和跟进报道。 从隧道贯通到桥梁合龙，好像一直被人拿放大镜盯着进度条。 每个细节都不肯放过。 细数下来，去年，光是新华社和央视新闻，在一年里就跟踪报道了20次，平均一个月将近2篇，信息密集度和频次显著高于其他同期高铁项目，而这还没算山西和河北两地媒体的“前线探秘”。 为什么？ 说实话，这条线路确实地位特殊，它一头连接雄安新区这个战略枢纽，一头穿越太行山进入山西忻州，是山西首条350km/h时速的高铁，更打通了京昆高铁“最后一公里”，完善了国家“八纵八横”高铁网骨架。 这些都意义重大，但今天我们要聊的是，这条只有300多公里长的线路，给山西带来了怎样非凡的转身？ 顺着铁路线看，被誉为“表里山河”的山西，在过去一百多年里，经历了哪些气质上的“变装”？ 2025年度新华社和央视新闻报道统计 01 “黑金”百年 提到山西，你能想到什么？ 山西，古称“表里山河”，意思就是外有大河，内有高山，地理形势险要。 太行山脉如一道天然屏障，横亘在山西与华北平原之间，造就了这里“南北通达，东西阻隔”的独特地理格局。 山西省地势图 它和华北平原之间，若即若离，时近时远。 然而，历史总在寻找突破口。 1870年，德国地质学家李希霍芬踏入山西深山，看到几乎取之不尽的“黑金”——煤炭。 因为能源丰富，泽潞地区（今长治、晋城）长期以来就以冶铁和铁器制造业闻名。 李希霍芬称“中国是世界第一石炭国”，他在报告中提到的晋城大阳镇的钢针，在明清时期就行销全国乃至中亚，被誉为“九州针都”。 这是硬币的第一面。 1898年，山西高平县城的坩埚炼铁炉 李希霍芬的考察报告，像一颗投进水中的石子，激起了巨大的涟漪。它刺激了清政府洋务派官员对加快改善交通、开发山西资源的紧迫感。 1907年，一声汽笛划破太行山的宁静，正太铁路（正定-太原）竣工通车。 山西有了第一条铁路，全长240公里，它劈开天险，为封闭的山西打开了第一扇窗。 硬币有了另一面。 两面硬币，给山西带来无尽的财富，也注定了这片土地此后百年的走向。 正太铁路的诞生，一开始的核心使命就是承担煤炭运输任务，同时兼顾客运。 据统计，从1907年通车到1932年，正太铁路共运输煤炭约1.2亿吨，成为晋煤外运的主要通道。 交通改变命运...

Kera Capital Partners Inc. lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 16.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,257 shares of the software giant's stock after buying an additional 1,627 shares during the period. Kera Capital Partners Inc.'s holdings in Microsoft were worth $5,830,000 as of its most recent filing with the Securities and Exchange Commission. Other large investors also recently bought and sold shares of the company. Vanguard Group Inc. grew its holdings in shares of Microsoft by 2.0% in the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant's stock valued at $350,712,742,000 after purchasing an additional 13,691,572 shares during the period. State Street Corp boosted its holdings in Microsoft by 1.1% in the 2nd quarter. State Street Corp now owns 299,196,519 shares of the software giant's stock valued at $148,823,341,000 after purchasing an additional 3,166,275 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Microsoft by 2.0% in the 2nd quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant's stock valued at $88,714,256,000 after purchasing an additional 3,532,054 shares during the last quarter. Norges Bank purchased a new stake in shares of Microsoft in the 2nd quarter valued at approximately $50,493,678,000. Finally, Northern Trust Corp increased its holdings in shares of Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after buying an additional 11,600,470 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock. Get Microsoft alerts: Sign Up Key Microsoft News Here are the key news stories impacting Microsoft this week: Microsoft Price Perfo...

Optimize Financial Inc bought a new position in shares of QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 8,646 shares of the wireless technology company's stock, valued at approximately $1,438,000. Get QUALCOMM alerts: Sign Up Several other hedge funds have also bought and sold shares of QCOM. Norges Bank bought a new stake in shares of QUALCOMM during the second quarter worth about $2,713,603,000. Amundi boosted its stake in QUALCOMM by 38.2% during the 2nd quarter. Amundi now owns 11,533,094 shares of the wireless technology company's stock valued at $1,866,451,000 after purchasing an additional 3,186,524 shares during the last quarter. Viking Global Investors LP increased its holdings in QUALCOMM by 120.1% during the 2nd quarter. Viking Global Investors LP now owns 3,152,866 shares of the wireless technology company's stock worth $502,125,000 after purchasing an additional 1,720,529 shares in the last quarter. Rafferty Asset Management LLC increased its holdings in QUALCOMM by 59.1% during the 2nd quarter. Rafferty Asset Management LLC now owns 4,418,406 shares of the wireless technology company's stock worth $703,675,000 after purchasing an additional 1,641,068 shares in the last quarter. Finally, Worldquant Millennium Advisors LLC raised its stake in shares of QUALCOMM by 228.6% in the second quarter. Worldquant Millennium Advisors LLC now owns 1,130,038 shares of the wireless technology company's stock worth $179,970,000 after purchasing an additional 786,110 shares during the last quarter. Institutional investors and hedge funds own 74.35% of the company's stock. More QUALCOMM News Here are the key news stories impacting QUALCOMM this week: Insider Buying and Selling at QUALCOMM In other QUALCOMM news, EVP Ann C. Chaplin sold 7,180 shares of the firm's stock in a transaction on Tuesday, December 16th. The stock was ...

财联社2月4日讯，据央行网站，2026年1月30日，中国人民银行召开2026年信贷市场工作会议。会议以习近平新时代中国特色社会主义思想为指导，深入学习贯彻党的二十届四中全会和中央经济工作会议精神，落实中国人民银行工作会议要求，总结2025年信贷市场工作，分析当前形势，部署2026年工作。中国人民银行党委委员、副行长朱鹤新出席会议并讲话。 会议认为，2025年中国人民银行扎实推进金融“五篇大文章”、金融支持扩消费、地方政府融资平台债务风险化解等各项工作，取得积极成效。金融“五篇大文章”各项工作机制更加顺畅，融资平台债务风险大幅缓释，金融支持实体经济高质量发展质效持续提升。 会议要求，做好2026年信贷市场工作要准确把握“十五五”时期经济金融形势变化，统筹发展和安全，不断加强对重大战略、重点领域和薄弱环节的优质金融服务。进一步完善金融“五篇大文章”各项机制，落实好结构性货币政策工具增量政策，加强与财政政策协同，大力发展科技金融、绿色金融、普惠金融、养老金融、数字金融，强化消费领域金融支持。建设多层次金融服务体系，着力支持扩大内需、科技创新、中小微企业等重点领域。继续做好金融支持融资平台债务风险化解工作，支持地方政府持续推进融资平台市场化转型，引导金融机构按照市场化、法治化原则做好服务。强化宏观思维和问题导向，不断改进工作作风，健全政策“实施-评估-优化”动态闭环，提升政策助民惠企实效。 中国人民银行有关司局，各分支机构、部分所属单位负责同志参加会议。

文章提及标的 恒生指数 -- 林业 -- 中国南方航空股份 -- 中国国航 -- 中煤能源 -- 喜相逢集团 -- 港股收盘，恒生科技（159740）指数跌1.84%，恒生指数涨0.05%。恒指港股通ETF银华（159318）(159318)涨0.35%，港股通科技ETF鹏华（159751）(159751)跌0.88%。板块方面，客运航空公司、能源（850101）设备与服务板块涨幅靠前；互动媒体与服务、林业（884004）与纸制品板块跌幅靠前。个股方面，兖矿能源（HK1171）涨10.58%，东鹏饮料（HK9980）涨9.53%，中煤能源（HK1898）涨8.02%，中国东方航空股份（HK0670）涨6.72%，中国国航（HK0753）涨6.2%，中国神华（HK1088）涨5.67%，中国南方航空股份（HK1055）涨5.57%，华润置地（HK1109）涨5.41%，创科实业（HK0669）涨5.28%，五矿资源（HK1208）涨5.05%，潍柴动力（HK2338）涨5.0%，顺丰控股（HK6936）涨4.68%，宁德时代（HK3750）涨4.34%；金蝶国际（HK0268）跌12.64%，喜相逢集团（HK2473）跌21.0%；国富氢能（600509）涨18.69%，重塑能源（HK2570）涨12.09%。

恒生指數收市報26,847點，升12點。信義玻璃升5.8%。攜程跌6.1%。

Key Points Gold prices and gold stocks plunged last week. However, Newmont and Barrick have two key growth drivers that appear to be sustainable. Both gold stocks are already rebounding and could continue rising higher. 10 stocks we like better than Newmont › Some called the steep sell-off in gold on Jan. 30, 2026, a "Black Friday," in a nod to major stock market crashes of the past. President Trump's nomination of Kevin Warch to be the next Federal Reserve chair caused many gold investors who had enjoyed significant gains to run for the hills. Gold stocks plunged even more than gold prices. For example, shares of Newmont (NYSE: NEM) and Barrick Mining (NYSE: B) both fell by double-digit percentages. Should you buy these stocks on the dip? 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 » New economics for gold miners It's important for investors to understand that the recent decline in gold prices shouldn't impact Newmont's and Barrick's profits all that much. That's because the two companies are already enormously profitable. Newmont's gold co-product all-in sustaining costs (AISC) per ounce were $1,566 in the third quarter of 2025. The company projects AISC per ounce of $1,760 in the fourth quarter. Barrick's AISC per ounce were $1,538 in Q3, with guidance estimating AISC of between $1,460 and $1,560 per ounce in Q4. As of Tuesday, Feb. 3, 2026, spot gold prices were hovering around $4,622 per ounce. Both Newmont and Barrick can easily achieve gross profit margins of well over 160% at that level. Historically, these gold mining companies gross profit margins rarely topped 50%. Newmont and Barrick are also adding capacity at an opportune time. In October 2025, Newmont announced the commencement of commercial production at its Ahafo North mines in Ghana. The company expects Ahafo North to produce between 275,000 and 325,000 ounces of gold annually...

海南矿业（601969）公告，公司正在筹划通过发行股份及支付现金的方式收购洛阳丰瑞氟业有限公司控制权，并募集配套资金。公司股票自2026年1月29日开市起开始停牌，预计停牌时间不超过10个交易日。截至公告披露日，公司与相关方正在积极推进本次交易的相关工作，相关各方正在就本次交易方案进行沟通和协商。由于相关细节仍需充分协商，公司A股股票将继续停牌。本次交易正处于筹划阶段，交易各方尚未签署正式的交易协议，且本次交易尚需提交公司董事会、股东会审议，并经有权监管机构批准、审核通过或同意注册后方可正式实施，最终能否实施存在不确定性。

There's a potential problem with that strategy you shouldn't overlook. There's a reason so many seniors grapple with their Social Security filing decision. Although your lifetime earnings determine what monthly benefit you get, your filing age also plays a role in finalizing that number. At full retirement age, which is 67 for anyone born in 1960 or later, you're entitled to your complete monthly Social Security benefit without a reduction. Filing early, which you can do starting at age 62, will reduce your monthly benefits, while delaying your claim past full retirement age will grow your benefits up until the age of 70. If your health is poor, you may be leaning toward an early Social Security claim. Even though that'll result in smaller monthly benefits, if you don't expect to live a long life, it could lead to a larger lifetime benefit. But while the numbers may work out well for you in that scenario, there's another piece of the puzzle you may be overlooking. Don't forget about your spouse If you're single, you clearly don't have to worry about how your Social Security claim will affect a spouse's income. But if you're married with a spouse who's likely to outlive you, and you were the higher earner in the household, then you should think about how your actions might affect your partner's survivor benefits. Once you pass away, your surviving spouse will be eligible for a monthly benefit equal to 100% of the amount you collected while you were alive. If you slash that monthly benefit by claiming Social Security early, you could end up leaving your spouse with a lot less money to live on once you're no longer around. Now in some cases, this may not be an issue. If your spouse was the higher earner, it may be that the Social Security benefit your spouse entitled to each month is larger than what the survivor benefit would be. In situations like these, Social Security pays the higher benefit of the two. So if the largest monthly benefit you can get from Social Secu...

Li Weiping. Sun Art Retail Group Ltd. said it has not been able to get in touch with its CEO Li Weiping, who took the helm two months ago, adding to the uncertainty surrounding the struggling supermarket chain. The Hong Kong-listed owner of RT-Mart said in a filing Wednesday that Li’s unavailability is unrelated to its business or operations, which remain normal. Chairman Julian Juul Wolhardt, who is also a co-founder of DCP Capital, will temporarily oversee its daily management, the company said.

格隆汇2月4日｜据伊朗法尔斯通讯社，根据最新实地调查与多方情报显示，美国海军近期在伊朗南部海域的军事存在持续增强。据军方消息人士透露，美军在波斯湾及阿曼湾海域的舰艇部署呈现动态调整趋势，整体维持高度戒备态势。详细数据显示，美军在这一海域的作战力量有所偏移。截至2月3日，美军在该地区的舰艇总数保持在32艘左右——具体布局上，阿曼湾部署有1艘驱逐舰及2艘海岸警卫队船只；波斯湾内则部署有9艘舰艇，包含1艘驱逐舰、3艘护卫舰及多艘辅助舰船。关注度最高的“亚伯拉罕·林肯”号航母打击群目前位于阿拉伯海南部、也门索科特拉岛以东海域，距离伊朗东南部阿曼湾沿岸港口恰巴哈尔大约1400公里。

RomoloTavani/iStock via Getty Images Introduction: Liberty Broadband's End In Sight Before going into the investment thesis for this article, a quick introduction may be useful about Liberty Broadband Corporation ( LBRDA )( LBRDB )( LBRDK ), especially for readers who are not so familiar with the company. Back in 2020, Liberty Broadband merged with GCI Liberty. The components of the merger that formed Liberty Broadband at the time are shown in the image on the right. Liberty Broadband set up (IR presentation) The image shows that, after the merger with GCI Liberty Alaska, Liberty Broadband owned a stake in Charter Communications, Inc. ( CHTR ), and there were four other assets: the Alaskan telco business GCI Liberty, LendingTree, Inc. ( TREE ), Skyhook, and Evite. I'd like to emphasize that the broadband operations of GCI Liberty in Alaska were the only real telco activities that were managed by Liberty Broadband. The block with "Charter" may give the impression that Liberty Broadband had any operational involvement with the cable giant, but this block only referred to Liberty Broadband's ownership of shares of Charter Communications. Liberty Broadband was not managing any broadband operations for Charter Communications, but only holding shares. The size of the blocks in the right-hand column doesn't convey that, value-wise, the ownership of Charter Communications'shares was by far the most valuable asset. Liberty Broadband owned roughly one-third of all the equity in Charter Communications. At the moment of writing of this article, this ownership still exists, and the stake is worth between $9B and $10B, with the current market cap of Charter Communications being ~$28B. Note that the Charter Communications shares trade around a multi-year low currently. Liberty Broadband's stake used to be worth well over $10B not too long ago, when the Charter Communications shares traded much higher. The value of the other assets represented by the other blocks in the above image...

In this article NVO NVO Follow your favorite stocks CREATE FREE ACCOUNT Just as Novo Nordisk showed signs of a recovery, another cold shower hit investors as the drugmaker surprise pre-released its 2026 forecast late Tuesday, sending shares tumbling. Novo Nordisk's stock plummeted 18% in Copenhagen early Wednesday, tracking losses seen in its American depositary shares on Tuesday and more than wiping out gains seen so far this year. "People should expect that it goes down before it comes back up," CEO Mike Doustdar told CNBC's "Early Edition Europe" on Wednesday, highlighting the headwinds of significantly lower U.S. pricing on its best-selling weight loss drug Wegovy. "We did not go into the details of the magnitude of that – with the guidance we are giving that range." watch now VIDEO 4:57 04:57 Novo Nordisk CEO addresses U.S. headwinds after guidance shock Europe Early Edition It follows Novo's guidance for 2026 sales and operating profit both declining between 5% and 13%, far worse than analysts had expected. Barclays analysts said some might suggest the guide to be a "kitchen sink" that will be beaten, "though we note the same was said last year, and this proved not to be the case." In July last year , Novo slashed guidance for 2025, citing a challenging U.S. market, leading to shares to crash 23% on the day. This is a breaking news story. Please refresh for updates.

Trump said on Tuesday that Putin had "kept his word" and that he would like him to end the war. Top US envoys are meeting negotiators from Russia and Ukraine in Abu Dhabi on Wednesday and Thursday.

美團－Ｗ(03690)出現大手賣出800萬股，成交價$92.15，涉資7.372億 AASTOCKS.com