SpaceX上市在即，商业航天产业正站在一个历史性的十字路口。 据多家权威媒体报道，SpaceX计划于2026年IPO，已初步选定了由美国银行、摩根大通、高盛和摩根士丹利组成的顶级投行团。IPO的时间窗口预计在2026年年中，也有预测认为最早在一季度末就能完成。 最引人瞩目的是，报道称SpaceX此次IPO的目标估值高达1.5万亿美元，计划融资规模超过300亿美元，将超过沙特阿美，成为“有记录以来最大的一次IPO”。 SpaceX上市是华尔街的一出老“肥皂剧”了，这次终于又要迎来大结局。在2025年之前，马斯克一直认为上市只会拖SpaceX的后腿，甚至誓言在成功殖民火星之前都不会考虑让SpaceX上市。 但形势的发展显然超出了马斯克的预计。AI时代的到来，让SpaceX的战略重心发生了根本性转移。一年100多次的火箭发射、超900万用户使用的星链，现在看来都是在为太空经济真正的“圣杯”——太空数据中心——铺路而已。 这也将是全球风投行业迄今最疯狂的一场回报盛宴。1.5万亿美元的市值远远超过了过往所有的巨型独角兽IPO，相当于亚马逊IPO时市值的228倍，微软的128倍，英伟达的177倍。这只是个开始，往后看，SpaceX有可能是美股的科技公司IPO进入万亿美元时代的开端。如果SpaceX的IPO取得成功，OpenAI、Anthropic很可能紧随其后。 另外，SpaceX的上市之后与特斯拉市值相加超过3万亿美元，马斯克很有可能成为人类历史上首个“万亿美元首富”。 1.5万亿美元估值从哪来？ 2023年11月，SpaceX的主要投资方之一Baron Capital的创始人罗恩·巴伦在一次采访中表示，他认为SpaceX可能会在2027年左右上市，“公司市值将达到2500亿美元至3000亿美元”。罗恩·巴伦当时分析道，由于星链用户增长迅猛（当时刚突破200万用户），将推动营收爆炸式增长，从而支撑估值快速上升。 罗恩·巴伦是SpaceX的铁杆支持者，曾号称“永远都不想退出”，然而他还是太过保守了。SpaceX不仅上市节奏比他预计的快了一年，估值更是高了好几倍。Baron Capital是在2017年投资的SpaceX，当时的估值是200亿美元。这位老铁本来只想着挣个十几倍回报，现在可能要挣上百倍了。 这也不怪他。谁也预想不到，造了二十年火箭的SpaceX，会在2025年因为...

Global gold demand hit a record in 2025 as investors poured into the metal amid persistent economic and geopolitical uncertainty, a new industry report showed. Total demand reached an all-time high of 5,002 tons last year, worth about $555 billion, according to the World Gold Council. The increase was driven by an 84% surge in investment demand, which more than offset a sharp decline in jewelry buying as prices climbed to record levels.

深交所发布实施《深圳证券交易所上市公司自律监管指南第3号——可持续发展报告编制(2026年修订)》《深圳证券交易所创业板上市公司自律监管指南第3号——可持续发展报告编制(2026年修订)》。本次发布的《指南》，新增污染物排放、能源（850101）利用、水资源利用三个章节，主要内容包括：一是详细解释相关议题的常见风险和机遇，如污染物排放总量控制要求导致的产能限制、化石能源（850101）开采难度增加等风险，新污染防治技术的应用、引入水循环利用系统降低废水排放成本等机遇。二是提供披露数据的通用计算流程与方法，如提示常见的污染物类型和披露示例，核算能源（850101）用量的具体方法，能耗、取水量和耗水量的计算公式等。三是细化《指引》要求，明确污染物排放信息、减排信息、能源（850101）总消耗量、总耗水量等具体披露要点。(深交所)

Bitcoin remained under pressure after hitting a two-month low overnight as disappointing earnings from Microsoft fueled a wider selloff in tech stocks. "We are not in the AI bubble camp, but we do believe that the market will question the return on capital expenditure from the tech companies," Jefferies economist Mohit Kumar said in a note.

Ballentine Partners LLC increased its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 2.9% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 45,651 shares of the electric vehicle producer's stock after acquiring an additional 1,292 shares during the period. Ballentine Partners LLC's holdings in Tesla were worth $20,302,000 at the end of the most recent reporting period. Other large investors have also recently bought and sold shares of the company. Chapman Financial Group LLC bought a new stake in Tesla during the 2nd quarter worth approximately $26,000. LGT Financial Advisors LLC bought a new position in shares of Tesla during the second quarter valued at $29,000. Manning & Napier Advisors LLC acquired a new position in shares of Tesla during the third quarter worth $29,000. CoreFirst Bank & Trust bought a new stake in shares of Tesla in the second quarter worth $30,000. Finally, ESL Trust Services LLC increased its holdings in Tesla by 1,900.0% in the second quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer's stock valued at $32,000 after purchasing an additional 95 shares during the period. 66.20% of the stock is currently owned by institutional investors. Get Tesla alerts: Sign Up Wall Street Analysts Forecast Growth A number of equities research analysts have commented on the company. The Goldman Sachs Group reiterated a "neutral" rating and issued a $405.00 price target on shares of Tesla in a research report on Thursday. Evercore ISI upped their target price on Tesla from $235.00 to $300.00 and gave the company a "neutral" rating in a report on Wednesday, October 29th. UBS Group raised their price target on shares of Tesla from $307.00 to $352.00 and gave the stock a "sell" rating in a report on Thursday. TD Cowen upped their price objective on shares of Tesla from $509.00 to $519.00 and gave the company a "buy" rating in a research note o...

Bank of New York Mellon Corp cut its stake in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 1.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,257,573 shares of the electric vehicle producer's stock after selling 298,018 shares during the quarter. Tesla accounts for 1.2% of Bank of New York Mellon Corp's portfolio, making the stock its 11th largest holding. Bank of New York Mellon Corp owned 0.46% of Tesla worth $6,785,348,000 as of its most recent filing with the Securities & Exchange Commission. A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Vanguard Group Inc. raised its holdings in Tesla by 1.8% during the 2nd quarter. Vanguard Group Inc. now owns 251,390,681 shares of the electric vehicle producer's stock worth $79,856,764,000 after buying an additional 4,502,976 shares during the period. Geode Capital Management LLC increased its position in shares of Tesla by 2.0% in the second quarter. Geode Capital Management LLC now owns 64,767,993 shares of the electric vehicle producer's stock worth $20,480,477,000 after acquiring an additional 1,269,304 shares in the last quarter. Norges Bank acquired a new stake in shares of Tesla during the second quarter valued at approximately $11,839,824,000. Legal & General Group Plc boosted its stake in Tesla by 5.9% in the 2nd quarter. Legal & General Group Plc now owns 20,225,098 shares of the electric vehicle producer's stock worth $6,424,705,000 after purchasing an additional 1,134,678 shares during the period. Finally, Amundi grew its position in Tesla by 20.4% during the 2nd quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock worth $6,374,284,000 after purchasing an additional 3,422,270 shares in the last quarter. 66.20% of the stock is owned by institutional investors and hedge funds. Get Tesla alerts: Sign Up Key Te...

Federated Hermes Inc. raised its holdings in shares of Astera Labs, Inc. (NASDAQ:ALAB - Free Report) by 91.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 278,305 shares of the company's stock after buying an additional 133,305 shares during the period. Federated Hermes Inc. owned about 0.17% of Astera Labs worth $54,492,000 at the end of the most recent quarter. Get Astera Labs alerts: Sign Up Several other institutional investors and hedge funds have also modified their holdings of the business. Vanguard Group Inc. increased its stake in shares of Astera Labs by 29.6% in the 2nd quarter. Vanguard Group Inc. now owns 12,049,223 shares of the company's stock worth $1,089,491,000 after purchasing an additional 2,751,747 shares in the last quarter. State Street Corp lifted its position in Astera Labs by 39.3% during the second quarter. State Street Corp now owns 2,143,459 shares of the company's stock valued at $193,812,000 after purchasing an additional 604,363 shares in the last quarter. 1832 Asset Management L.P. grew its holdings in Astera Labs by 151.4% during the second quarter. 1832 Asset Management L.P. now owns 1,543,500 shares of the company's stock valued at $139,563,000 after purchasing an additional 929,600 shares during the period. Massachusetts Financial Services Co. MA increased its position in Astera Labs by 46.6% in the third quarter. Massachusetts Financial Services Co. MA now owns 1,507,675 shares of the company's stock worth $295,203,000 after buying an additional 479,360 shares in the last quarter. Finally, Geode Capital Management LLC raised its stake in shares of Astera Labs by 36.2% in the second quarter. Geode Capital Management LLC now owns 1,244,978 shares of the company's stock worth $112,562,000 after buying an additional 330,841 shares during the period. Hedge funds and other institutional investors own 60.47% of the company's stock. Insider Buyin...

Federated Hermes Inc. Boosts Holdings in Astera Labs, Inc. $ALAB MarketBeat

格隆汇1月30日丨三六零(601360.SH)公告称，公司及子公司拟使用不超过80亿元闲置自有资金进行委托理财，投资种类包括结构性存款、银行理财产品、券商理财产品等风险可控的投资品种。资金来源为自有资金，投资期限为自董事会审议通过之日起12个月内。公司表示，适度的投资理财有利于提高资金使用效率，不会对主营业务、财务状况等造成重大影响。

格隆汇1月30日丨广东明珠(600382.SH)公告称，预计2025年归属于上市公司股东的净利润为1.66亿元-2.03亿元，同比增长2908.49%-3577.04%。主要因全资子公司明珠矿业铁精粉产销量大幅增长、块矿销售新增贡献，以及非经常性损益变动（未确认融资收益摊销减少、投资者索赔支出减少、股票公允价值变动收益增加）所致。

格隆汇1月30日丨三六零(601360.SH)公告称，预计2025年度归属于上市公司股东的净利润约为2.13亿元至3.18亿元，同比扭亏为盈；扣除非经常性损益的净利润约为0.27亿元至0.40亿元。业绩预盈主要系权益法核算的长期股权投资收益增加。

作者：凯蒂・鲁夫 去年 12 月，我率先披露SpaceX（SpaceX）计划于今年首次公开募股的消息，此后这一事件便一直是头条热点，有关该公司即将上市的任何零星消息，都能引发媒体关注。 而如今传来的最新进展，实则具有重要意义。路透报道了一件许多人此前便猜测可能发生的事：SpaceX 正洽谈在首次公开募股前，与马斯克旗下人工智能公司 xAI 合并。 这一消息既出人意料，又在情理之中。说其意外，是因为 SpaceX 距上市仅剩数月，此时发起如此大规模的收购案实属罕见 ——xAI 在近期的一轮融资中，估值已达 2300 亿美元。正如我的同事科里・温伯格所言，这意味着需要在最后时刻完成大量的文书工作。 但外界此前早已频频预测此事会发生，因为这正是马斯克的行事风格。去年，他就曾将社交平台 X（前身为推特）与 xAI 进行合并。 马斯克为何执意整合自己旗下的公司？并非是为了减少需要管理的企业数量，而是因为这一做法能为其股东带来利好。马斯克乐于回馈那些对自己忠心的人，也不愿看到他们蒙受经济损失。 红杉资本、安德森・霍洛维茨基金、英勇股权合伙公司等一众投资者，曾合计向马斯克以 440 亿美元估值杠杆收购推特的交易投入数十亿美元。曾有一段时间，随着推特的广告收入暴跌，部分大型投资者（包括马斯克本人）纷纷下调了该公司的账面估值。但当这些投资者获得 xAI 的股份，且该股份的估值与推特 440 亿美元的私有化价格持平后，他们的损失至少在账面上得以弥补。 如今，xAI 的投资者将获得 SpaceX 的股份，要知道 SpaceX 是一家价值极高且正高速发展的企业。此外，此次合并还能产生协同效应。马斯克近期正着力将 SpaceX 与人工智能领域绑定，他和其他业内人士都在极力推崇将数据中心部署在太空的优势 —— 太空环境能提供免费且不间断的太阳能供电，同时天然具备冷却条件。而此次合并，也为 xAI 这类资本密集型企业实现上市、获取股市资金开辟了路径。 此次合并是否会拖慢 SpaceX 的 IPO 筹备进程？这一可能性当然存在。尽管有消息称马斯克计划在今年夏季推动公司上市，但一笔超 2000 亿美元的收购交易，绝非一朝一夕就能完成。 但这位全球首富完全可以凭借自身的金融影响力，让各项事宜的推进速度远超常规，尤其是考虑到 SpaceX 近期的估值已达 8000 亿美元。毫无疑问，会有大批律师、投行人...

格隆汇1月30日丨嘉实原油LOF、嘉实黄金LOF公告，自2026年2月2日起暂停大额申购、大额定期定额投资业务，每日累计投资限额不超过5元。

斯塔默访华期间，中英双方达成一系列积极成果。 1月28日至31日，英国首相斯塔默对中国展开为期四天的正式访问。这是英国首相时隔八年再次访华，除北京外，斯塔默此行亦将前往上海。 据新华社报道，斯塔默访华期间，中英双方达成一系列积极成果。双方共同致力于发展长期稳定的全面战略伙伴关系，并计划于年内举行新一轮战略对话以及经济财金对话和经贸联委会会议等机制性对话。此外，双方还将召开中英企业家委员会会议，并同意进一步加强双向贸易投资合作。 值得关注的是，中方宣布将英国威士忌酒进口关税税率由10%下调至5%。双方还签署了涵盖经贸、农业食品、文化、市场监管、执法合作等领域的12项政府间合作文件，并在金融、卫生、传媒、教育等领域也达成多个合作文件。 此次英国首相访华将为英国商界带来怎样的实际影响？面对未来中英经贸合作中的新机遇，企业又应如何把握？围绕这些关键议题，第一财经记者专访了英中贸易协会（CBBC）主席吴思田（Sebastian Wood）爵士。作为英国对华贸易与投资促进体系的代表性机构负责人，吴思田曾在2010年至2015年间担任英国驻华大使，并曾主管英国外交部亚太事务。 吴思田表示，他非常支持斯塔默首相此次访华，若两国政治关系保持稳固与友好，将显著增强企业与英方开展贸易和投资的信心。他期待中英在服务领域的合作进一步深化，尤其是在中国企业的国际化进程中，英国在咨询、金融等服务业领域的专业优势，可为“出海”中企提供有力支持。他认为，未来五年中英经贸将在服务业迎来新一轮增长浪潮。 他表示，期待中英企业间的商业协议能实现常态化流动，并期待双方政府达成更多协议，以加快服务贸易开放、优化市场准入，促进英国产品更顺畅地进入中国市场。 当被问及如何用一个词概括对英中关系的期待时，他微笑着用中文说道：“马到成功。” 中英合作是“绝对正确的选择” 第一财经：这是自2018年以来英国首相首次访华。斯塔默首相近日表示，他寻求的是一种“连贯、一致”的对华方针。从英中贸易协会的角度看，这一方针是否能为英国企业提供一个更具预见性的合作基础？ 吴思田： 我们非常支持首相此次访问。这是一次具有历史意义的访问，代表我们两国之间高层的工作联系已恢复运作。这对在华业务的企业至关重要，因为企业会关注政治氛围。如果政治关系稳固友好，他们与英国公司开展贸易和投资的信心就会增强。 第一财经：英国驻华大使魏磊称，此访的核心...

海利生物（603718）公告，公司董事兼总经理韩本毅持有198万股，占总股本0.30%，计划自2026年2月1日至2026年7月31日期间以集中竞价方式增持公司A股，累计增持金额不低于人民币150万元、不超过人民币200万元，本次增持不设价格区间。

海利生物（603718）公告，公司预计2025年年度实现营业收入和扣除与主营业务无关的业务收入和不具备商业实质的收入后的营业收入为1.9亿元到1.95亿元，归属于母公司所有者的扣除非经常性损益后的净利润为负值，将触及《上海证券交易所股票上市规则》第9.3.2条规定的对公司股票实施退市风险警示的情形，公司股票在2025年年度报告披露后将可能被实施退市风险警示。

海利生物（603718）公告，预计2025年年度实现利润总额3400万元到4000万元，实现归属于母公司所有者的净利润1100万元到1600万元，归属于母公司所有者的扣除非经常性损益后的净利润为-4亿元到-3.9亿元。预计2025年年度实现营业收入和扣除与主营业务无关的业务收入和不具备商业实质的收入后的营业收入为1.9亿元到1.95亿元，低于3亿元。

A rare moment of shortsightedness on the Oracle of Omaha's part cost Berkshire Hathaway a small fortune. We've officially entered uncharted territory for one of only 12 public companies to have ever reached the $1 trillion market cap plateau. As of Jan. 1, Berkshire Hathaway's (BRK.A +0.63%)(BRK.B +0.62%) Warren Buffett has retired from his role as CEO -- a post he held for well over a half-century. During the Oracle of Omaha's tenure as Berkshire's overseer of day-to-day operations, he led his company's Class A shares (BRK.A) to a scorching-hot aggregate return of nearly 6,100,000%. These eye-popping returns are the result of Warren Buffett holding true to his investing principles in every economic climate. However, one of the rare times Warren Buffett overlooked one of his guiding investing rules has cost his company dearly -- approximately $16 billion (and counting). Warren Buffett's unwritten investing rules are the foundation of Berkshire Hathaway's success But before diving into the Oracle of Omaha's rare mistake, it's imperative to lay the foundation of what made him and his company so successful over the span of six decades. Although lengthy books have been written covering the laundry list of "rules" Warren Buffett followed when investing, we'll touch on a few of the most important principles. One of the most crucial aspects of Buffett's investment approach is his long-term mindset. He approached the idea of buying stakes in other businesses with the goal of holding these positions for years, if not decades to come. He understood that the U.S. economy and stock market would endure boom-and-bust cycles that couldn't be predicted, but realized that periods of expansion last disproportionately longer than downturns. Therefore, high-quality businesses are ideally positioned to thrive over long periods. Expand NYSE : BRK.B Berkshire Hathaway Today's Change ( 0.62 %) $ 2.93 Current Price $ 476.42 Key Data Points Market Cap $1.0T Day's Range $ 473.08 - $ 477.24 52...

A former patient of Yaser Jabbar has spoken to the BBC about his experience with the limb reconstruction surgeon when he was just six years old. "We saw some mistakes on my leg and we realised something happened wrong", 12-year-old Vivaan Sharma said. An investigation, published by London's Great Ormond Street Hospital (GOSH) into Jabbar, found widespread evidence of unacceptable practice in the botched operations he carried out. Jabbar worked at the hospital between 2017 and 2022, providing care to 789 children – 94 of them came to harm, GOSH's report concluded. "We had to have even more surgeries and more surgeries... this is stuck for life, I've got so many scars on my leg", Sharma shared. Read more on this story here.

格隆汇1月30日丨上海市贯彻实施2026年大规模设备更新和消费品以旧换新政策，支持申报国家设备更新项目。支持工业、电子信息、能源电力、交通运输、物流、教育、文旅、医疗、设施农业、粮油加工、安全生产、海关查验、住宅老旧电梯、节能降碳环保、老旧小区加装电梯、养老机构、消防救援设施、检验检测以及商业综合体、购物中心、百货店、大型超市等线下消费商业设施设备更新项目申报。上海继续实施本市技术改造贷款贴息政策和技术改造设备更新补助政策，支持工业企业技术改造和设备更新。

文章提及标的 川仪股份 -- 川仪股份（603100）公告，渝富控股将所持四联集团100%股权无偿划转至机电集团。权益变动后，四联集团及一致行动人合计持有公司股份数量仍为9603.64万股，占总股本18.71%。机电集团通过四联集团间接持有公司5560.46万股股份，占总股本10.84%。本次权益变动未触及要约收购，不会导致公司控股股东、实际控制人发生变化。

PaulMcKinnon/iStock Editorial via Getty Images The Bank of Canada left rates unchanged as expected, but uncertainty around tariffs, the U.S. dollar, and the next policy move remains. Francis Fong, Senior Economist with TD Bank Group, breaks down what the decision signals and the key indicators to watch in the months ahead. Transcript Anthony Okolie - The Bank of Canada left its overnight interest rate unchanged at 2.25% after six consecutive cuts. Joining me now to discuss the latest decision is Francis Fong, Senior Economist at TD Bank Group. And Francis, what's your reaction to the decision? Any surprises here? Francis Fong - Thanks for having me, Anthony. So yeah, no real surprises here. I think it was widely expected that the bank was going to leave rates unchanged. I think what's key here, though, is to look at the monetary policy report that they released alongside their rate decision to see how their view of the outlook has evolved over the past few months. And there also, no surprises as well. I think, overall, the Canadian economy has shown more resilience than we would have given it credit for about a year ago. A lot of the main indicators are sort of showing signs of, one, resilience, and then two, things heading in the right direction. So inflation, it's still elevated, but the core measures are moving in the right direction, with two of the three core CPI measures heading closer and closer to that 2% target. So that's a positive. If we look at things like trade and the labor market, again, as to be expected, there's a lot of weakness there. But again, we're still seeing more resilience than we would have given it credit for a year ago. Anthony Okolie - So given the resilience in the economy, do you think the Bank of Canada is likely to keep interest rates on hold for the rest of the year? Or could we even potentially see a rate hike at some point? Francis Fong - Yeah, so the rate hike conversation has been quite strong in recent months. And I think a lo...

格隆汇1月30日丨恒瑞医药(600276.SH)公告称，公司子公司福建盛迪医药有限公司收到国家药监局下发的《受理通知书》，公司注射用磷罗拉匹坦帕洛诺司琼的药品上市许可申请获国家药监局受理。该药品用于成年患者预防中度致吐性抗肿瘤药物引起的急性和迟发性恶心和呕吐。注射用磷罗拉匹坦帕洛诺司琼为复方制剂，可同时激活NK-1受体和5-HT3受体双途径抑制呕吐反射。目前国内暂无同类注射剂获批上市。该项目累计研发投入约2.47亿元。

恆瑞醫藥：注射用磷羅拉匹坦帕洛諾司瓊的藥品上市許可申請獲受理 AASTOCKS.com

Key Points Data centers need a lot of power. NextEra Energy is a leader in producing clean power. The company is working with several leading technology companies to supply power to data centers. 10 stocks we like better than NextEra Energy › Tech stocks have been the hot trade over the past year. The tech-heavy Nasdaq-100 Index is up over 19% in the last 12 months compared to a nearly 15% rise in the S&P 500. That's largely due to the explosive growth of data centers to support cloud computing and AI. While tech stocks are a major beneficiary of the data center boom, they aren't the only ones capitalizing on the megatrend. Energy giant NextEra Energy (NYSE: NEE) is quietly helping fuel the explosive growth in data centers. 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 » The need for power Data centers house the chips and other hardware needed to support cloud computing applications. This equipment generates tremendous heat, which requires cooling systems to keep this tech hardware from overheating. As a result, data centers consume a lot of power. The expected explosive growth in data center capacity in the coming years will fuel a surge in electricity demand. U.S. power demand is on track to grow 58% over the next 20 years, six times faster than its rise over the prior decade. Built to power the data center boom NextEra Energy is the country's largest electric utility. It's also a leading clean power infrastructure development company. Its scale and expertise put it in the pole position to capitalize on the U.S. data center boom. Technology companies are lining up to partner with NextEra Energy to power their data center expansion initiatives. For example, last December, the company signed 11 new power purchase agreements (PPAs) and two energy storage agreements with Meta Platforms totaling 2.5 gigawatts (GW) of power. It will develop several s...

恆瑞醫藥：注射用磷羅拉匹坦帕洛諾司瓊的藥品上市許可申請獲受理財經新聞Financial News AASTOCKS.com

恆瑞醫藥：注射用磷羅拉匹坦帕洛諾司瓊的藥品上市許可申請獲受理 AASTOCKS.com

恆瑞醫藥：注射用磷羅拉匹坦帕洛諾司瓊的藥品上市許可申請獲受理 AASTOCKS.com

恆瑞醫藥：注射用磷羅拉匹坦帕洛諾司瓊的藥品上市許可申請獲受理 AASTOCKS.com