Jonathan Kitchen/DigitalVision via Getty Images Overview When I previously covered the Eaton Vance Enhanced Equity Income Fund II ( EOS ), I issued a buy rating due to the potential to receive tax-efficient income over a longer holding period. Since then, the fund has retreated from its prior highs, and the total return has been lackluster. Despite this, EOS currently trades at one of the deepest discount to NAV price levels over the last ten years. While this discount may be partially attributed to less favorable market conditions, I believe that this provides an attractive opportunity for buy-and-hold investors. Therefore, I wanted to reassess the fund's overall value proposition and outlook now that we've crossed into the new year. Looking at the performance over the last twelve months, we can see that EOS's share price has declined by nearly 6%. The fund has failed to hold onto the positive momentum of the market over the last few quarters. When including all distributions that were paid out to shareholders, the total return barely breaks above breakeven over the same time frame. EOS now offers investors a starting dividend yield of 8.1% while issuing payouts on a monthly basis. Although the fund's earnings may wildly vary, the earnings reinforce that EOS will be able to sustain its current payout for the next twelve months. Therefore, EOS is a great option for investors that are at or nearing the retirement age and want to prioritize income stability. Data by YCharts While I believe that EOS is extremely attractive at this time, there are some risks that investors should consider. For instance, the inclusion of an option writing strategy means that EOS is likely to see limited upside growth compared to standard growth ETFs. For instance, the fund is overwhelmingly reliant on net realized gains to fuel growth, which translates into very little protection during market declines. So let's start by taking a look at the underlying strategy that EOS implements to gen...

格隆汇2月4日｜东吴证券研报指出，技源集团HMB领跑全球，精准营养扬帆起航。公司未来将继续发力精准营养，以期打通产业链上中游。公司营养原料产品主要有HMB、氨基葡萄糖和硫酸软骨素，2024年收入占比分别29%/18%/9%；公司制剂客户包括澳佳宝、Pharmacare、HerbsofGold等。HMB如日方升，应用空间广阔，公司牢据优势位置；保健品行业景气成长，公司守正出新，精准营养扬帆起航。考虑到公司的精准营养模式于业内先发优势及技术壁垒明显，且远期空间广阔，认为当下估值具备性价比，首次覆盖，给予“买入”评级。

如果说游戏是人类智力发展的关键，那么，它们同样是AI发展的核心。 《七弈万象：人类与AI的博弈史》 [美] 奥利弗·罗德 著 高丽 译 浙江科学技术出版社·湛庐文化 2025年10月 2016年3月，AlphaGo与围棋世界冠军李世石的人机大战以4比1的总比分落下帷幕，这也标志着人工智能首次在高度复杂智力领域超越人类。3年之后，36岁的李世石突然隐退，他告诉一家韩国媒体：“随着AI在围棋中的亮相，我意识到……即使我成为第一，也有一个我无法击败的实体。” 在中国象棋2000多年、围棋4000多年的历史中，它们一直是人类纯粹智力的象征。自从AI入局，这种人类智力的骄傲被彻底击溃。如今人们不再讨论棋风，而开始讨论“AI最优手”和“AI次优手”，开始讨论某一手棋看似有攻势，但令“胜率从70%下降到55%”。当站在棋艺巅峰的不再是一个个响当当的人名，而是ChatGPT和AlphaGo，攀登者的心境已经截然不同。 AI学者、游戏玩家奥利弗·罗德在本书中深入探索了七种游戏，即国际跳棋、国际象棋、围棋、西洋双陆棋、德州扑克、拼字游戏和桥牌，揭示了游戏的普遍本质和社会功能，以及，在这些领域，AI是如何从可笑的新奇事物转变为人类的强大对手的。如果说游戏是人类智力发展的关键，那么，它们同样是AI发展的核心。 AI对于国际跳棋的突破，始于“暴力计算+残局数据库”的组合，马里恩·廷斯利凭借记忆与直觉称霸棋坛40年，却终究敌不过“奇努克”对棋位的穷举与存储。AlphaGo的胜利完全不同，它没有依赖人类千年的围棋定式，而是通过蒙特卡洛树搜索与深度学习，在自我对弈4000局之后，发现了连职业九段都惊叹的“外星招法”。 作者发现，在这七种游戏中，桥牌是唯一“人类玩法仍优于AI”的存在。它照出了AI最难跨越的“人性鸿沟”——它不是单人博弈的“智力单挑”，而是团队协作、信息隐藏、心理博弈的综合体，是一种最像人类社会的游戏。书中提到，顶级桥牌选手能通过对手的“微小停顿”判断其手牌强弱，这种对“非语言信号”的捕捉，是AI难以复制的——它能模拟“停顿”，却难以理解“停顿背后的紧张或伪装”。 从这个角度来说，了解AI发展的突破和局限，也能够更好理解人类自己。在棋盘和代码之间，或许我们终将明白，AI的价值不是取代人类，而是帮我们看见自身的独特：我们的情感、我们的创造力、我们对意义的追问，以及我们在不确定性中依然选...

大埔林村大年初一至十五舉行「許願節」，馬會借出馬匹模型及凱旋門裝置，讓市民可在馬年「拉頭馬」。 新一年要許下願望，市民和旅客由大年初一起，可以到大埔林村向許願樹拋寶牒。寶牒今年無加價，維持50元。「許願節」亦有新春市集及夜市、乾貨、美食及遊戲攤位，以至音樂表演。 適逢馬年，馬會借出兩隻一比一馬匹模型，以及凱旋門裝置展出，讓市民一嘗「拉頭馬」滋味，還有世界短途馬王「嘉應高昇」巨型油畫，供市民「打卡」。 林村許願廣場主席鄭倫光表示：「我們都會幫政府推介旅遊，我們強項旅遊，在全中國只有一個，是賽馬旅遊、賽馬運動。」 許願節在大年初一、初八至正月十五，朝九晚七開放，而大年初二至初六，則朝九晚九開放。九巴增設63R專線，來往港鐵太和站和林村，途經林村的64K亦會加強服務。大年初三「賀歲馬」，馬會上午也會安排免費穿梭巴士，接載市民和旅客由林村前往沙田馬場。 鄭倫光說：「以前指香港許願節是貶詞、即塞車，經過這麼多年，我們團隊與警方、運輸署協調，現時塞車情況減少。如果導航指林村很塞車，可以等一等、飲茶吃東西，交通不太繁忙才來。」 林村許願廣場今年首次派花車，參與大年初一花車匯演，花車之後會在林村展出。

By Chibuike Oguh, Samuel Indyk and Danilo Masoni NEW YORK/LONDON, Feb 3 (Reuters) - A significant selloff among U.S. and European data analytics, professional services and software companies deepened on Tuesday, with some investors pointing to a recently updated artificial intelligence chatbot by Anthropic as ​the main culprit. AI developer Anthropic launched plug-ins for its Claude Cowork agent on Friday that would automate tasks across legal, sales, marketing and ‌data analysis. That move has sparked worries of an impending AI-fueled disruption of the data and professional services industry, which were once seen as major beneficiaries of the AI era, according ‌to traders and analysts. Toronto-based Thomson Reuters, which owns the Westlaw legal database, slumped by nearly 18%. It is on track for its biggest daily loss on record and lowest close since June 2021. "I think Anthropic came out with some plug-ins to tackle the legal space," said Mike Archibald, a portfolio manager at AGF Investments in Toronto. "Obviously, that's where Thomson Reuters generates a good chunk of their revenues. Sometimes the market just shoots first and asks questions later." Thomson Reuters, which is also parent ⁠company of Reuters News, is set to report its ‌fourth quarter earnings results on Thursday. Its shares are now down 33% year-to-date after dropping about 22% in 2025. "Most of the investors we have spoken with recently are overwhelmingly bearish on TRI as the consensus opinion worries that the company ‍will be unable to maintain the same level of growth within its legal segment given increased competition from specialized AI tools," Morgan Stanley analysts led by Toni Kaplan wrote in an investor note. Britain's RELX and the Netherlands' Wolters Kluwer, both providers of legal analytics services, fell 14% and about 13%, respectively. RELX shares have now almost halved from ​their peak last February and on Tuesday were set for their biggest drop since 1988. Its dramatic reversal hi...

A disbanded alliance behind Hong Kong’s Tiananmen Square vigil had only intended to promote democracy and greater political freedom when it advocated the abolition of the mainland’s one-party rule , a defence lawyer has said in a high-profile national security trial. Defence counsel Erik Shum Sze-man on Wednesday said ending the Communist Party of China’s one-party rule would have been a solution to the political crisis after Beijing’s military crackdown on pro-democracy protests on June 4, 1989. He said the Hong Kong Alliance in Support of Patriotic Democratic Movements of China did not oppose the party or intend to topple its leadership, as its ultimate aim was to develop a democratic system across the border. Advertisement “Concerning the abolition of one-party dictatorship and whether it is equivalent to ending the Communist Party’s leadership, there are lawful means to achieve that,” Shum said, adding that all of the alliance’s objectives were a legitimate exercise of fundamental human rights. Shum, who spoke on behalf of former alliance chairman Lee Cheuk-yan, outlined the defence’s arguments at West Kowloon Court while cross-examining a police superintendent’s understanding of the principles underlying the organiser’s annual candlelight vigil to mark the 1989 crackdown. Advertisement Lee, 68, and former vice-chairwoman Chow Hang-tung, 41, are contesting a count of inciting subversion for promoting an end to “one-party dictatorship”, one of the alliance’s five operational aims. The offence carries a maximum jail sentence of 10 years under the Beijing-decreed national security law

Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk says that the Optimus humanoid robot can build civilizations on distant planets in the future. First Von Neumann Machine On Monday, user Ryan Dahl took to the social media platform X to share his views on SpaceX announcing the xAI merger, also sharing that the company eventually plans to launch 1TW of AI compute per year. "Is this how von Neumann probes start?" Responding to Dahl, Musk, on Tuesday, shared that it was possible. "Optimus will be the first Von Neumann machine, capable of building civilization by itself on any viable planet," Musk said. What Is A Von Neumann Machine? A von Neumann machine or a von Neumann probe, first touted by Hungarian-American Mathematician and Physicist John von Neumann, is a theoretical spacecraft that is capable of replicating itself by using raw materials it would procure from other planetary systems. The machine would use those materials to create replicas of itself, which would then be sent out to other places in outer space. By claiming that Optimus could be the first von Neumann machine, Musk could be pointing out that he believes space-based AI computing could reach a point where it could be used to control robots on other planets. Optimus' Role For Musk's Future Ambitions Optimus has been touted by Musk as the next big thing on many occasions, with the billionaire also sharing that it could outperform the entire Earth's productivity in the future alongside space-based AI compute. He also pointed out that the discontinuation of Tesla's premium offerings, namely the Model S and Model X, would help the EV giant scale Optimus production in Fremont, targeting 1 million units per year. Benzinga Edge Rankings show that Tesla scores well on the Momentum metric and offers a favorable price trend in the Long Term. Price Action: TSLA declined 0.67% to $419.15 during the after-hours trading on Tuesday. Check out more of Benzinga's Future Of Mobility coverage by following this link. Phot...

Equinor (OSE:EQNR, NYSE:EQNR) delivered an adjusted operating income* of USD 6.20 billion and USD 1.55 billion after tax* in the fourth quarter of 2025. Equinor reported a net operating income of USD 5.49 billion and a net income of USD 1.31 billion. Adjusted net income* was USD 2.04 billion, leading to adjusted earnings per share* of USD 0.81. The fourth quarter and full year were characterised by: Strong production and operational performance, delivering 6% production growth in the quarter and 3.4% for the full year Continued high-grading of portfolio Cost and capital discipline Taking action to strengthen competitiveness, cash flow and robustness Strategic priorities guiding capital allocation - Develop the NCS to maximise value - Focused growth in international oil and gas - Building an integrated power business - Develop the NCS to maximise value - Focused growth in international oil and gas - Building an integrated power business Strengthening free cash flow* by reducing the organic capital expenditures* outlook for 2026/27 by USD 4 billion Reducing operating costs(1) by 10% in 2026 through strong cost focus and portfolio high-grading Expecting around 3% oil and gas production growth in 2026 Set to deliver return on average capital employed* of around 13% for 2026/27 Capital distribution Proposed increase of fourth quarter cash dividend to USD 0.39 per share Announced share buy-back of up to USD 1.5 billion for 2026 Anders Opedal, President and CEO of Equinor ASA: “With new fields on stream and strong operations, we deliver record-high production and competitive returns in 2025.” “We continue to allocate capital to further develop and maximise value from the Norwegian continental shelf. At the same time, we are delivering focused growth in our international oil and gas portfolio and building our integrated power business, now focusing on the execution of already-sanctioned projects.” “In 2026, we expect around 3 percent production growth, up from record levels...

Equinor (OSE:EQNR, NYSE:EQNR) leverte et justert driftsresultat* på 6,20 milliarder USD og 1,55 milliarder USD etter skatt* i fjerde kvartal 2025. Det rapporterte driftsresultatet var 5,49 milliarder USD, og resultatet for perioden var 1,31 milliarder USD. Justert resultat* var 2,04 milliarder USD, som ga et justert resultat per aksje* på 0,81 USD.

champpixs/iStock via Getty Images By George Valantasis Last August, we published a blog highlighting the impressive H1 2025 performance of the S&P World Ex-U.S. Momentum Index compared to both its benchmark universe and the S&P 500 ® . This strong momentum persisted through the remainder of 2025, with the S&P World Ex-U.S. Momentum Index closing the year with an impressive 43.22% gain (see Exhibit 1). For international market participants, this development may seem long awaited, as the S&P World Ex-U.S. Index outperformed The 500 ® by 14.68%—its largest margin in more than 30 years, surpassing every other year since 1993’s 20.51% outperformance. Furthermore, the S&P World Ex-U.S. Momentum Index delivered a 25.44% outperformance over The 500, marking its strongest result since 1998, when it achieved an outperformance of 27.66%. In addition to updated performance figures, this blog will present sector and geographic weights as of Dec. 31, 2025, along with a brief overview of the index methodology. Index Methodology Exhibit 2 provides a refresher on the index methodology. In short, the index selects constituents from developed markets (excluding the U.S. and South Korea) based on 12-month risk-adjusted price momentum, omitting the most recent period to reduce short-term reversal effects. Performance Comparison The S&P World Ex-U.S. Momentum Index consistently outperformed its benchmark across every back-tested period since Dec. 31, 1994, while also showing higher risk-adjusted returns and downside capture relative to the S&P World Ex-U.S. Index (see Exhibit 3). Exhibit 4 highlights the S&P World Ex-U.S. Momentum Index’s strong and consistent outperformance, surpassing its benchmark universe in over 62% of rolling three-year periods, with a maximum outperformance of 110% and a minimum underperformance of just 17%. Sector Weight Analysis As of Dec. 31, 2025, the S&P World Ex-U.S. Momentum Index continued to show a significant overweight in the Financials sector, resultin...

After falling 26% in three months, Microsoft looks oversold. Nearly a week after software stocks plunged in response to earnings reports from industry heavyweights like Microsoft (MSFT 2.86%), ServiceNow, and SAP that were less than perfect, the sector continued to plumb new depths. The iShares Expanded Tech-Software ETF, which tracks the cloud software sector, fell more than 5% on Tuesday and is now down 13% since Jan. 28. Investors seem to fear that AI could disrupt the cloud software sector, enabling companies to develop tools in-house that could replace many of the subscription software products they use today, or at least reduce their dependence on them. The software-as-a-service (SaaS) sector has also historically traded at a sky-high multiple, and investors have been willing to allow these companies to spend generously on share-based compensation, often reporting generally accepted accounting principles (GAAP) net losses. Today, many large, well-known software companies are still losing money on a GAAP basis. However, Microsoft isn't one of them. The tech giant, which is probably the most diversified of the "Magnificent Seven" companies, is now down 26% from its peak just three months ago. While the broader sell-off in subscription software stocks makes sense since many of these companies don't have real cash flows to fall back on if their growth potential evaporates, Microsoft still looks rock-solid. What the numbers say Microsoft's latest earnings report offered little reason to explain the stock's 25% plunge, which has wiped off $1 trillion in its market cap. Overall revenue jumped 17% to $81.3 billion, paced by 39% growth from Azure, and adjusted earnings per share rose 24% to $4.14. Both those figures beat analyst estimates. The reason for the sell-off seemed to be a surge in capital expenditures to $37.5 billion, including finance leases, which was up 66% from the year before. That also ate into the company's free cash flow, driving fears that it was ov...

Earnings remain in focus, with Alphabet due to report on Wednesday and Amazon expected on Thursday. The Wall Street bull stands in the financial district near the New York Stock Exchange (NYSE) on November 18, 2025 in New York City. (Photo by Spencer Platt/Getty Images) Dow and S&P futures edged higher as Nasdaq futures lagged after a tech-led selloff in the prior session. Technology stocks weighed on markets, with losses in major software and semiconductor companies. Geopolitics and data are in focus, with oil rising on Middle East tensions. U.S. stock futures steadied early Wednesday after technology shares dragged major indexes lower in the previous session, as markets shifted focus to earnings ahead and assessed geopolitical tensions. As of around 12:00 a.m. ET, Nasdaq 100 futures were down about 0.1%, while S&P 500 and Dow futures added about 0.1% each. On Stocktwits, retail sentiment toward the SPDR S&P 500 ETF Trust was ‘bearish’ amid ‘high’ message volume. Sentiment toward the Invesco QQQ Trust was ‘bullish’ with ‘high’ volume, while sentiment toward the SPDR Dow Jones Industrial Average ETF Trust was also ‘bullish’ amid ‘high’ message volume. Wall Street’s Market Drivers On Tuesday In the prior session, the Dow Jones Industrial Average slipped nearly 167 points, or 0.3%, after touching a fresh record earlier in the day. The S&P 500 fell about 0.8%, while the Nasdaq Composite dropped 1.4%. Technology shares led the declines. Nvidia and Microsoft each fell more than 2%. Losses were also seen in other large tech names, including Broadcom, Oracle, and Micron Technology. Software stocks weakened as well, with ServiceNow and Salesforce among the notable laggards. Meanwhile, Chipotle Mexican Grill shares slid nearly 6% after the company reported declining traffic for a fourth straight quarter and guided for flat same-store sales growth in 2026. Geopolitical headlines also remained in focus after the U.S. military said it shot down an Iranian drone near a U.S. airc...

中芯國際(00981)出現大手買入12.35萬股，成交價$69.0，涉資852.15萬 AASTOCKS.com

财联社2月4日讯（编辑 刘蕊） 美东时间周二，美国参议院农业委员会主席警告称，在特朗普政府的贸易关税、驱逐移民等政策影响下，美国农民正遭受巨大损失。 与此同时，超过二十多位美国农业领袖也发出警告称，美国农业已经面临“大规模崩溃”的风险。 美国农民亏损巨大 美东时间周二，美国参议院农业委员会主席约翰·博兹曼（John Boozman）在华盛顿举行的州农业官员会议上表示，美国种植农作物的农民“正在亏损，而且亏损巨大”。 近期，有多项数据可以侧面佐证这一点。 据美联储的一项调查，2025年第四季度，美国新增的农业经营贷款较上年同期增长了近40%。2025年全年，美国农业经营贷款的平均规模比上年同期增加了30%。 此外，普渡大学和芝加哥商品交易所集团（CME）周二发布的一项月度调查显示，预计未来一年会面临财务困境的农场主和农民的比例从去年12月调查时的47%跃升至今年1月的59%。 该调查还发现，认为美国农业在未来五年将出现普遍困境的农民比例从一个月前的24%上升至46%。 这项调查公布的美国“农业经济晴雨表”指数暴跌至113，这是自2020年4月新冠疫情爆发以来的最大跌幅。 **美国农业正处于危险境地* 在波兹曼发出警告的同时，美国多位农业部官员也在警告美国农业正处于危险境地。 近日，多位美国农业部及行业相关官员向美国议会致信，表示特朗普政府的政策损害了农民的利益。 美国经济学家们表示，过去三年，美国种子、肥料及其他农业投入品的成本不断上涨，而充足的粮食供应又限制了农民的利润。 更雪上加霜的是，美国总统特朗普在上任后不断挑起贸易争端，扰乱了美国的农产品出口；同时，特朗普的移民政策收紧，也提高了劳动力成本，并导致一些农场里的作物无人收割，只能在田间腐烂。 如今，美国许多农民正准备迎接连续第四年的亏损。经济学家称，艰难的信贷条件迫使那些现金流有限的农户难以抉择要种植多少土地以及购买多少肥料。 近日，美国农业部已经发布声明称，特朗普正在利用一切可用的手段来支持农民，并确保他们能够获得继续从事农业经营所需的一切资源。去年末，特朗普政府也宣布称，将为美国农民提供一项120亿美元的纾困计划。 但美国农业经济学家和银行家都表示，这120亿美元的计划只能弥补农民损失的一小部分。而在这笔救助金被送达美国农民手中之前，美国农业存在“大范围崩溃”的风险。

宁德时代2025年产能利用率保持在较高水平。据半年报，其总产能为345GWh，产能利用率达89.9% 近日，宁德时代与云南省人民政府在昆明签署《全面战略合作协议》。图：宁德时代 【财新网】 宁德时代近日与云南省政府签署协议，达成一系列战略合作。2月3日，宁德时代（300750.SZ）发布上述信息。 云南省政府称，双方合作项目包括在云南滇中新区规划建设锂电池生产基地，项目将在2026年一季度开工，力争年内投产。云南省政府和宁德时代没有披露规划投资额和产能。 这是宁德时代近期宣布的第三个产能建设项目。2月2日，宁德时代与福建省泉州市政府签署协议，计划在泉州建设零碳、智能化工厂。

格隆汇2月4日｜国盛证券研报指出，毛价上涨趋势持续，新澳股份短期业绩有望受益。据中国羊毛信息网数据，2026年1月末澳大利亚羊毛交易所东部市场综合指数达到1177美分/公斤，自2025年11月以来持续呈现上涨态势（11月以来涨幅约25%~30%）。根据行业情况判断2026年以来毛精纺纱线订单同比增长双位数、羊绒业务订单预计持续快速增长，与此同时预计毛价上涨带来的盈利质量提升将主要在2026H1持续体现，期待全年靓丽业绩逐步释放，预计2026全年收入增长超过10%/归母净利润预计同比快速增长。公司是羊毛精纺纱线龙头，坚持长期产能建设，考虑当前行业及公司业务情况，调整盈利预测，估计2025~2027年归母净利润分别4.47/5.54/6.02亿元，对应2026年PE为12倍，维持“买入”评级。

Corning’s fourth quarter results reflected robust demand in its optical communications segment, notably driven by adoption of next-generation data center solutions. Management highlighted that double-digit sales growth was heavily influenced by the rapid uptake of new artificial intelligence-oriented optical products, as well as key customer wins. CEO Wendell Weeks cited “remarkable demand for our innovations in manufacturing capabilities,” pointing to the Meta multi-year agreement as a validation of Corning’s technology leadership in high-density optical fiber. While revenue missed Wall Street expectations, improvements in operating margin and strong execution in premium product lines were credited for the quarter’s performance. Is now the time to buy GLW? Find out in our full research report (it’s free). Corning (GLW) Q4 CY2025 Highlights: Revenue: $4.41 billion vs analyst estimates of $4.37 billion (13.9% year-on-year growth, 1% beat) Adjusted EPS: $0.72 vs analyst estimates of $0.71 (2.1% beat) Adjusted EBITDA: $1.22 billion vs analyst estimates of $1.22 billion (27.5% margin, in line) Revenue Guidance for Q1 CY2026 is $4.25 billion at the midpoint, below analyst estimates of $4.27 billion Adjusted EPS guidance for Q1 CY2026 is $0.68 at the midpoint, roughly in line with what analysts were expecting Operating Margin: 15.2%, up from 10.1% in the same quarter last year Market Capitalization: $95.76 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Our Top 5 Analyst Questions From Corning’s Q4 Earnings Call

煤炭板块午后进一步走强，潞安环能近10股涨停 2026-02-04 13:41:25 来源： 同花顺7x24快讯 分享 文章提及标的 中煤能源 -- 山西焦化 -- 陕西黑猫 -- 宝泰隆 -- 兖矿能源 -- 潞安环能 -- 煤炭（850105）板块午后进一步走强，潞安环能（601699）、宝泰隆（601011）、山西焦化（600740）、中煤能源（601898）、陕西黑猫（601015）、兖矿能源（600188）等近10股涨停。消息面上，近期随着迎峰度冬能源（850101）保供，煤炭（850105）需求增加。在沿海电煤日耗高位运行、环渤海港口库存持续下降带动下，近期动力煤市场挺价情绪有所升温，成交价格重心也有小幅上移。 暗盘资金正涌入这些股票，点击速看>>>

文章提及标的 南方航空 -- 春运期间，吉林机场集团预计保障航班2.03万架次，运送旅客303.38万人次。长春机场联合10家航司，推出“加密、升级、恢复、优化”等举措。加密北京大兴、上海浦东、广州、青岛、杭州等重要航点的航班密度，预计增班818架次；将长春至上海、广州、杭州、成都、三亚、首尔等多条航线的部分航班更换为宽体机型，提升单班运力，计划升级大机型470架次；恢复长龙航长春—烟台/临沂—香港、川航长春—西安等多条计划内航线；将南航（600029）长春—长沙—西双版纳、上航长春—威海—上海浦东、东航长春—郑州—厦门、吉祥航长春—青岛—上海浦东等多条经停航线改造为直飞航线，大幅缩短旅客出行时间。(吉林发布)

"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Singapore with Shery Ahn and Avril Hong, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)

格隆汇2月4日丨周一，当特朗普在社交媒体上发布与印度的协议消息时，新德里官员感到措手不及。外交部和商务部的许多高级官员，甚至包括那些直接参与贸易谈判的人，都不知道当天安排了领导人间的通话。当天晚些时候，当记者联系到一些官员时，他们无法确认与关税公告相关的关键细节。尽管如此，美国对印度而言依然是至关重要的伙伴，既是市场也是投资来源。印度约五分之一的出口销往美国，其中很大一部分是手机和电子产品，这些行业对莫迪的制造雄心至关重要。卡内基国际和平基金会南亚项目主任Milan Vaishnav表示：“将印度和美国联系在一起的更大地缘政治因素或战略因素依然存在。印度需要大量的资本投资、技术转让和投资。因此，美国是至关重要的。”

騰訊控股(00700)出現大手買入1.9萬股，成交價$563.5，涉資1.071千萬 AASTOCKS.com

格隆汇2月4日｜A股市场煤炭股强势，其中，兖矿能源、中煤能源、陕西黑猫、美锦能源、晋控煤业、宝泰隆、山西焦化、云煤能源10CM涨停，潞安环能逼近涨停，山西焦煤涨超8%，昊华能源、陕西煤业涨超7%，恒源煤电，平煤股份、新集能源、淮北矿业、中国神华账号草6%。 消息面上，近期，受寒潮影响，多地迎来大风雨雪天气，居民取暖拉动能源需求攀升。为确保冬季能源供应平稳有序，助力百姓温暖过冬和经济平稳运行，各地纷纷加大能源保供力度，推动煤炭稳产稳供、天然气增储上产、清洁能源应发尽发。 另外，印尼矿业官员周二表示，由于印尼政府提出大幅减产计划，该国矿商已暂停现货煤炭出口。印尼上月向主要矿商下达的产量配额比2025年水平降低40%至70%，作为该国提振煤价计划的一部分。印尼主要行业协会反对此举，警告称可能引发裁员和矿山关闭。

格隆汇2月4日丨博迁新材(605376.SH)涨7.67%，报97.980元，股价创历史新高，总市值256.32亿元。

(RTTNews) - European stocks are seen opening mixed on Wednesday after major U.S. stock averages sold off overnight on fears over AI-led disruption. U.S. equity futures were little changed as investors look ahead to Alphabet earnings later in the day and Amazon earnings due Thursday. Shares of Advanced Micro Devices fell 8 percent in the extended session after the company forecast a slight decline in first-quarter revenue despite an unexpected boost from sales of its AI chips to China. Restaurant owner Chipotle projected no sales growth for 2026 while online dating app Match Group surpassed Q4 revenue expectations. Biotech giant Amgen reported strong beats on both top and bottom lines. Meanwhile, U.S. President Trump has signed a $1.2tn (£880bn) budget to end a partial government, which will help fund most government agencies until the end of the fiscal year in September. However, the Department of Homeland Security (DHS) will be funded only until the end of next week. In economic releases, the flash Eurozone CPI print as well as reports on U.S. private sector employment and service sector activity may garner investor attention later in the day. The European Central Bank announces its monetary policy decision on Thursday, with no change in interest rates expected. The focus will be on the central bank's views on growth and inflation outlook. The Bank of England is also expected to hold rates steady on Thursday, with updated economic projections unlikely to show major changes from the Bank's previous forecasts. Asian markets were mixed while the dollar held steady after declining in the New York session. Treasuries were little changed as Fed Governor Stephen Miran reiterated the case for aggressive central bank interest rate cuts this year, in an interview on Fox Business Network. Separately, Federal Reserve Bank of Richmond President Tom Barkin said the Fed still has "some distance to travel" before both parts of its dual mandate of maximum employment and price stabi...

Kenneth Cheung/iStock Unreleased via Getty Images Introduction & Financials Airbnb ( ABNB ) seems fairly valued, with a solid financial position and high potential coming from their aggressive expansion and hotel focus, but also facing unique risks for short-term rentals, while near-term headwinds could create an opportunity if we see more pressure on the stock. Airbnb IR Despite missing the market's Q3 EPS expectations , Airbnb stock went up on the day of the release on the back of strong growth in key markets, while their gross booking value increased by 14% and nights/seats booked went up 9% YoY. In Q4, Airbnb expects a 7% to 10% increase in revenue, with a relatively flat take rate and flat-to-down Adjusted EBITDA, for a margin of ~35%, including the effects of investing ~$200 million towards improving their services and experiences in 2025 and continuing in 2026. Airbnb IR However, I’ll use an Adjusted FCF instead, as I want to take out the massive stock-based compensation, and it’s also important to keep in mind that they expect a relatively flat or even down Adjusted EBITDA. Airbnb IR Based on this, I believe we can expect a slight improvement in Adjusted FCF in 2025 compared to 2024, and I believe that given the increase in investments and higher SBC, it would be safer to assume a slight decrease, getting somewhere around $2.9 billion in 2025 compared to $3.04 billion in 2024, $2.65 billion in 2023, and $2.47 billion in 2022 - even though it grew by 7.1% in 2023 and 14.6% in 2024. Airbnb IR Financially, based on ABNB’s latest report , we see a very strong position, with the current assets covering their current liabilities and a very manageable amount of debt (~$2 billion), while growing their short-term investments to over $4.15 billion. They have $2 billion worth of 0% convertible senior notes issued back in March 2021 that will be due in March 2026, which will not convert since the conversion price is $288.64 per share. ABNB also spent $2.69 billion on bu...

Meta’s fourth quarter delivered results ahead of Wall Street expectations, with management attributing the upside to robust advertiser demand, continued improvements in AI-powered ad targeting, and engagement gains across the company’s core social platforms. CEO Mark Zuckerberg emphasized that Meta’s AI-driven recommendation systems and new ad products were key contributors, noting a “major AI acceleration” that is beginning to unlock new user and business experiences. CFO Susan Li added that optimizations in both feed and video surfaces on Facebook and Instagram drove meaningful increases in engagement and monetization. Is now the time to buy META? Find out in our full research report (it’s free). Meta (META) Q4 CY2025 Highlights: Revenue: $59.89 billion vs analyst estimates of $58.45 billion (23.8% year-on-year growth, 2.5% beat) Adjusted EPS: $8.88 vs analyst estimates of $8.18 (8.6% beat) Adjusted EBITDA: $36.05 billion vs analyst estimates of $35.09 billion (60.2% margin, 2.7% beat) Revenue Guidance for Q1 CY2026 is $55 billion at the midpoint, above analyst estimates of $51.34 billion Operating Margin: 41.3%, down from 48.3% in the same quarter last year Daily Active People: 3.58 billion, up 230 million year on year Market Capitalization: $1.75 trillion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Our Top 5 Analyst Questions From Meta’s Q4 Earnings Call

Tesla’s Q4 results were shaped by shifting demand patterns and significant operational changes, as management pointed to a surge in U.S. vehicle purchases in the prior quarter and increased international deliveries, especially in smaller markets like Malaysia and Poland, as key factors. CFO Vaibhav Taneja attributed steady automotive margins to a favorable regional mix and highlighted growing adoption of Tesla’s Full Self-Driving (FSD) software, noting, “FSD adoption continued to improve in the quarter, reaching nearly 1,100,000 paid customers globally.” Management also flagged sustained strength in the energy segment, with record deployments and continued demand for MegaPack and Powerwall products. Is now the time to buy TSLA? Find out in our full research report (it’s free). Tesla (TSLA) Q4 CY2025 Highlights: Vehicles Delivered: 418,227 vs analyst estimates of 428,536 (2.4% miss) Revenue: $24.9 billion vs analyst estimates of $25.12 billion (0.9% miss) Operating Profit (GAAP): $1.41 billion vs analyst estimates of $1.29 billion (8.8% beat) EPS (non-GAAP): $0.50 vs analyst estimates of $0.45 (10.8% beat) Automotive Revenue: $17.69 billion vs analyst estimates of $17.92 billion (1.3% miss) Energy Revenue: $3.84 billion vs analyst estimates of $3.86 billion (small miss) Services Revenue: $3.37 billion vs analyst estimates of $3.38 billion (small miss) Gross Margin: 20.1%, up from 16.3% in the same quarter last year Operating Margin: 5.7%, in line with the same quarter last year Market Capitalization: $1.58 trillion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Our Top 5 Analyst Questions From Tesla’s Q4 Earnings Call