J Duquette/iStock via Getty Images Introduction Shares in Puerto Rico-focused bank Popular ( BPOP ) are off to a solid start in 2026, boosted by strong Q4 2025 financial results. While the impressive 40.6% Y/Y increase in quarterly EPS was partially the result of a reversal of a FDIC special assessment provision, Popular's underlying performance remains sound. As such, I confirm my previous Buy rating on Popular, with my bullish outlook driven by: An undemanding 10.6x trailing P/E multiple for BPOP, representing a circa 20% discount to regional bank peers. Positive 2026 outlook, with a circa 11% EPS increase likely to represent a healthy mix between organic growth and share repurchases. A strong capital position and low loan to deposit ratio, allowing Popular to remain aggressive on deposit pricing, thus achieving an attractive net interest margin. There have been no major changes in the company's structure since I last covered Popular. As such, the Company Overview section in my previous article provides a good snapshot of Popular for readers not familiar with the bank, while the latest Q4 2025 results presentation is available here . Q4 2025 Results Overview Popular reported EPS of $3.53/share in Q4 2025, up 40.6% Y/Y. A small part of the increase was driven by share buybacks throughout the year, with shares outstanding down roughly 6.3% Y/Y. In addition, a one-off reversal of a FDIC special assessment provision contributed $0.15/share to quarterly EPS, or roughly 5.9% of the Y/Y EPS growth. With these caveats in mind, Popular's earnings report was quite solid. The company navigated Fed rate cuts quite well, reporting a 0.1% Q/Q increase in the net interest margin to 3.61%, while credit quality continued to improve, as evidenced by lower non-performing loans and net charge-offs Q/Q. Non-interest income rose 1% Y/Y, in line with the 1% increase in operating expenses. Tangible book value stood at $82.65/share, up 4.5% Q/Q. The return on tangible common equity [ROTCE...

MAYFIELD VILLAGE, OHIO, Jan. 28, 2026 (GLOBE NEWSWIRE) -- The Progressive Corporation (NYSE:PGR) today reported the following results for the month and quarter ended December 31, 2025: December Quarter (millions, except per share amounts and ratios; unaudited) 2025 2024 Change 2025 2024 Change Net premiums written $ 6,313 $ 5,964 6 % $ 19,508 $ 18,105 8 % Net premiums earned $ 7,121 $ 6,717 6 % $ 21,093 $ 19,144 10 % Net income $ 1,147 $ 942 22 % $ 2,951 $ 2,356 25 % Per share available to common shareholders $ 1.95 $ 1.60 22 % $ 5.02 $ 4.01 25 % Total pretax net realized gains (losses) on securities $ 168 $ (140 ) (220 ) % $ 257 $ (53 ) NM Combined ratio 87.1 84.1 3.0 pts. 88.0 87.9 0.1 pts. Average diluted equivalent common shares 588.0 587.7 0 % 588.0 587.7 0 % NM = Not Meaningful December 31, (thousands; unaudited) 2025 2024 % Change Policies in Force Personal Lines Agency – auto 10,787 9,778 10 Direct – auto 15,993 13,996 14 Special lines 6,998 6,520 7 Property 3,650 3,517 4 Total Personal Lines 37,428 33,811 11 Commercial Lines 1,191 1,141 4 Total 38,619 34,952 10 See Progressive’s complete monthly earnings release for additional information. About Progressive Progressive Insurance® makes it easy to understand, buy and use car insurance , home insurance , and other protection needs. Progressive offers choices so consumers can reach us however it’s most convenient for them — online at progressive.com , by phone at 1-800-PROGRESSIVE, via the Progressive mobile app, or in-person with a local agent. Progressive provides insurance for personal and commercial autos and trucks, motorcycles, boats, recreational vehicles, and homes; it is the second largest personal auto insurer in the country, a leading seller of commercial auto, motorcycle , and boat insurance, and one of the top 15 homeowners insurance carriers. Founded in 1937, Progressive continues its long history of offering shopping tools and services that save customers time and money, like Name Your Price®, S...

The data center segment accounted for 79% of total revenue, at $2.2 billion, representing a 5% sequential increase and 28% year-over-year growth. The uptick is driven by continued strong demand from global cloud customers and sequential improvement across enterprise and OEM markets. Beginning first-quarter fiscal 2026, STX reports revenues across two key markets — Data Center , encompassing nearline products and systems sold to cloud, enterprise and VIA customers, and Edge IoT , covering consumer and client-focused segments, including network-attached storage. Following a robust business performance, STX’s shares rose 3.76% and closed trading at $371.76 on Jan. 27, 2026. Shares rocketed 12% in the pre-market trading today. In the quarter, average nearline drive capacity increased 22% year over year to nearly 23 TB per drive, with even higher averages for cloud customers, highlighting strong adoption of higher-capacity products. Meanwhile, revenue per terabyte remained stable, reflecting disciplined pricing and positioning Seagate to benefit from strong secular demand and tight supply. Management highlighted that modern data centers increasingly need solutions that balance performance with cost efficiency, a trend that strongly favors Seagate’s roadmap. The company’s areal-density-driven strategy aligns well with the long-term growth of AI-generated data, suggesting sustained demand beyond short-term cycles. Non-GAAP revenues of $2.83 billion exceeded the Zacks Consensus Estimate by 2.7%. Revenues also surpassed the guidance midpoint, increasing 22% year over year. STX is operating in a very strong demand environment, especially in data center markets. The December quarter showed steady growth in high-capacity nearline drive demand across global cloud customers and continued improvement at the enterprise edge — a momentum the company expects to sustain given its robust build-to-order pipeline. Seagate Technology Holdings plc STX reported second-quarter fiscal 2026 no...

Amazon Will Cut 16,000 Jobs In Tech Giant's Latest Mass Layoff Investor's Business Daily

文章提及标的 奕瑞科技 -- 奕瑞科技（688301）公告，2025年度实现营业收入22.99亿元，同比增长25.53%；净利润6.61亿元，同比增长42.15%。主要系数字化X线探测器业务平稳增长，综合解决方案及核心部件业务大幅增长所致。

智东西1月28日消息，据彭博社和《华尔街日报》最新披露，软银集团正与OpenAI洽谈一笔最高达 300亿美元（约合人民币2083.8亿元） 的追加投资。 外媒提到，如果这笔交易最终落地，这将成为全球AI领域迄今规模最大的单笔融资之一，也意味着孙正义正在把几乎所有筹码压向OpenAI。 消息传出后，软银昨天的股价一度飙升 8.8% ，随后涨幅收窄，今天在东京交易时段上涨约 3.7% 。 ▲软银最新股价（来源：谷歌财经） 与此同时，OpenAI也在产品层面持续加速，OpenAI昨天发布了 一款面向科研人员的全新AI工具Prism ，试图将ChatGPT从“通用助手”升级为“科学发现的基础设施”。 ▲昨天，OpenAI发布上线Prism工具的公告（图源：OpenAI官网） 日本股票策略师Amir Anvarzadeh说，“孙正义显然已经孤注一掷，把所有筹码都押在了ChatGPT上。” 01.300亿美元追加投资，孙正义快要把OpenAI变成“第二个Arm” 根据多位知情人士的说法，软银目前正在评估向OpenAI追加投资至多300亿美元的可能性，相关谈判仍在进行中，最终金额和条款尚未敲定。 如果这笔交易完成，软银在OpenAI的持股比例将进一步上升。去年12月，软银刚刚向OpenAI投资 225亿美元（约合人民币1562.8亿元） ，持股比例提升至约11%，一跃成为OpenAI最大的外部股东之一。 据昨天《华尔街日报》报道，这轮追加投资是OpenAI更大规模融资计划的一部分，该公司正试图从全球投资者手中筹集 500亿（约合人民币3473.0亿元）至1000亿美元（约合人民币6945.9亿元） 资金，目标估值高达 7500亿至8300亿美元（约合人民币5.2万亿至5.8万亿元） 。 OpenAI正在考虑进行首次公开募股（IPO），并计划从中东主权财富基金（Middle Eastern sovereign-wealth funds）和其他风险投资基金筹集资金。该公司现有投资者包括Thrive Capital、Khosla Ventures和阿联酋基金MGX。 对软银而言，这不仅是一笔财务投资，更是一次战略押注。过去几年，孙正义反复强调“AI将重塑一切产业”，而OpenAI被他视为最有可能站在这场变革核心的公司。 为了筹集足够资金持续加码OpenAI，软银正在进行一系列激进的资产...

ismagilov/iStock via Getty Images CEFA: Welcome to CEF Insights, your source for closed-end and interval fund education, brought to you by the Closed-End Fund Association. You're reading a transcript from the Advisor Summit on Closed-End and Interval Funds. This session on global infrastructure is moderated by Mike Taggart, Head of Closed-End Fund Investor Relations at Aberdeen, and features David Leggette, Lead Product Strategist and Head of Investor Relations at CBRE Investment Management. Mike Taggart: Thank you, everyone, for joining our panel, Unlocking Durable Growth with Global Infrastructure. I'm your moderator, Mike Taggart. I'm the Head of Closed-End Fund Investor Relations at Aberdeen Investments. I've been covering closed-end funds for over 15 years, starting at Morningstar, then at Nuveen, an RIA firm, and now at Aberdeen. I solely focus on our 15 U.S. closed-end funds and one Canadian fund. With me today is David Leggette. David, please take a minute to introduce yourself. David Leggette: Sure, happy to do that, and it's great to be here. I'm David Leggette. I'm Lead Product Strategist for CBRE Investment Management. Specific focus in the listed real assets business within the company. Over 20 years with the firm. I serve as a Client Portfolio Manager, but I'm also the Head of Investor Relations for our closed-end funds, including the one we'll talk about today, the NYLI CBRE Global Infrastructure Megatrends Fund; the ticker symbol is ( MEGI ). Mike Taggart: Also known as MEGI. David Leggette: MEGI, that's right. Mike Taggart: So, David, given our audience, I'd like to start with, you know, why people should invest in infrastructure assets. David Leggette: Sure, I think, you know, infrastructure plays two roles. On one hand, it's defensive. People need power. They need mobility and transportation. They need digital connectivity, and that's regardless of the economic cycle. So, it's that durable demand, inelastic demand, that makes the asset class a def...

McKesson ( MCK ) declares $0.82/share quarterly dividend , in line with previous. Forward yield 0.39% Payable April 1; for shareholders of record March 2; ex-div March 2. See MCK Dividend Scorecard, Yield Chart, & Dividend Growth. More on McKesson 44th Annual J.P. Morgan Healthcare Conference McKesson Corporation (MCK) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript McKesson Corporation: FY26 Earnings Visibility Underpins Buy Case Trump unveils 'Great Healthcare Plan' to lower drug prices, premiums McKesson raises 2026 EPS guidance to $38.35–$38.85 while advancing oncology and specialty platforms

Stack Capital Group ( STCK:CA ) invested US$5M in X-energy Reactor Company, a U.S.-based advanced nuclear technology firm. X-energy develops next-generation small modular reactors, including the Xe-100 SMR and XENITH microreactor, plus its proprietary TRISO-X nuclear fuel. X-energy has secured about $1.8B in private capital and up to $1.2B from the U.S. Department of Energy’s Advanced Reactor Demonstration Program. X-energy is backed by major partners and customers including Amazon, Dow, Energy Northwest, Ontario Power Generation, and Centrica. More on Stack Capital Group Inc. Seeking Alpha’s Quant Rating on Stack Capital Group Inc. Historical earnings data for Stack Capital Group Inc. Financial information for Stack Capital Group Inc.

piranka/E+ via Getty Images In the face of AI uncertainty, Alphabet ( GOOG ) may be in the most prominent position in terms of growth catalysts given advancements made in Gemini AI and accretive growth for Google Cloud. With the expectation of momentum to continue for Google Cloud margin expansion in eq4’25, I believe Alphabet may exceed market expectations and realize continued share growth despite the relatively high trading premium when compared to peer hyperscalers. I am reiterating my Buy rating for GOOG shares with a price target of $331/share at 20.51x eFY27 EV/EBITDA. You can review my previous coverage of Alphabet here . "Alphabet: Google Cloud Is A Force To Be Reckoned With (Upgrade)" Alphabet q4’25 Earnings Forecast Corporate Filings Alphabet is set to report q4’25 earnings on February 4, 2026 after market close. This may be a pivotal quarter for Alphabet, particularly after the major run-up in the share price in recent quarters. Of the 4 major hyperscalers, GOOG shares have far outperformed on the basis of multiple catalysts, including advanced capabilities of Gemini and expanding Google Cloud margins. This second point is exceptionally appealing given that peer hyperscalers Microsoft ( MSFT ) and Amazon ( AMZN ) have both faced tighter cloud margins in recent quarters. TradingView I believe there will be a number of factors that will impact GOOG/GOOGL shares post-earnings, including: Gemini AI Development & Adoption Google Cloud Growth & Margin Improvement Capital Budget At the forefront of the AI development cycle, Alphabet is realizing strong wins for Gemini AI as one of the top-ranked AI applications above pureplay developers like OpenAI ( OPENAI ) ChatGPT and Anthropic ( ANTHRO ) Claude. LLM Stats From an enterprise adoption perspective, I believe Gemini AI may be one of the leading models with enterprise-ready applications like Gemini Code Assist that can be deployed to potentially improve operations. That being said, Alphabet may be walking a tigh...

piranka/E+ via Getty Images In the face of AI uncertainty, Alphabet ( GOOG ) may be in the most prominent position in terms of growth catalysts given advancements made in Gemini AI and accretive growth for Google Cloud. With the expectation of momentum to continue for Google Cloud margin expansion in eQ4 2025, I believe Alphabet may exceed market expectations and realize continued share growth despite the relatively high trading premium when compared to peer hyperscalers. I am reiterating my Buy rating for GOOG shares with a price target of $331/share at 20.51x eFY27 EV/EBITDA. You can review my previous coverage of Alphabet here . "Alphabet: Google Cloud Is A Force To Be Reckoned With (Upgrade)" Alphabet Q4 2025 Earnings Forecast Corporate Filings Alphabet is set to report Q4 2025 earnings on February 4, 2026 after market close. This may be a pivotal quarter for Alphabet, particularly after the major run-up in the share price in recent quarters. Of the 4 major hyperscalers, GOOG shares have far outperformed on the basis of multiple catalysts, including advanced capabilities of Gemini and expanding Google Cloud margins. This second point is exceptionally appealing given that peer hyperscalers Microsoft ( MSFT ) and Amazon ( AMZN ) have both faced tighter cloud margins in recent quarters. TradingView I believe there will be a number of factors that will impact GOOG/GOOGL shares post-earnings, including: Gemini AI Development & Adoption Google Cloud Growth & Margin Improvement Capital Budget At the forefront of the AI development cycle, Alphabet is realizing strong wins for Gemini AI as one of the top-ranked AI applications above pure-play developers like OpenAI ( OPENAI ) ChatGPT and Anthropic ( ANTHRO ) Claude. LLM Stats From an enterprise adoption perspective, I believe Gemini AI may be one of the leading models with enterprise-ready applications like Gemini Code Assist that can be deployed to potentially improve operations. That being said, Alphabet may be walking...

(RTTNews) - Packaging Corporation of America (PKG) will host a conference call at 9:00 AM ET on January 28, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://ir.packagingcorp.com/presentations-and-events To listen to the call, dial (833) 816-1102 (US) or (412) 317-0684 (International). For a replay call, dial (855) 669-9658 (US) or (412) 317-0088 (International). Access Code 9224969. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

勞工處正檢討補充勞工優化計劃，包括涵蓋範圍等。 勞工及福利局局長孫玉菡，回覆立法會議員質詢時稱，截至去年12月，計劃批出14,900多宗申請，涉及96,100多名輸入勞工，最多是侍應生、初級廚師、售貨員等。 孫玉菡又稱，政府早前收緊輸入待應及廚師要求後，餐飲服務業的申請近月明顯回落，輸入侍應生及初級廚師獲批比例及人數均下降。勞工處正檢討計劃，包括涵蓋範圍，確保本地工人優先就業措施等。

1月28日，东方甄选（01797.HK）发布了2026财年中期业绩公告，同比扭亏为盈。 报告期内，截至2025年11月30日止6个月，公司总营收23亿元，相比截至2024年11月30日止六个月的22亿元增加5.7%。若剔除与辉同行直播间产生的总营收金额，公司总营收报告期内的总营收同比增加17%。同时，集团报告期内净溢利达2.39亿元，同比增长14.5%。相比截至2024年11月30日止六个月净亏损9650万元，扭亏为盈。 公告显示，本期东方甄选自营产品及直播电商业务总GMV达41亿元。若剔除与辉同行直播间产生的GMV，总GMV比2025财年上半年的人民币36亿元增加16.4%。渠道结构持续优化，抖音平台仍为核心流量来源，同时东方甄选App贡献的GMV占比提升至18.5%，较去年同期显著增长。报告期内，抖音平台第三方产品及自营产品的已付订单总数达约4210万单，用户消费活力保持高位。 报告期间产品开发与供应链优化方面取得了显著进展。产品类别已从最初的生鲜食品及零食扩展到更多元化的产品系列，截至2025年11月30日已累计推出801款SPU的自营产品（2024年11月30日：600款SPU），自营产品GMV占比约52.8%，并且升级、扩充了现有的产品线，同时加速了新口味的迭代。 此外，东方甄选除产地直发产品外，计划在国内订单量前十大城市构建当日达能力。同时，东方甄选将在北京、上海及广州启动即时零售履约能力的新试点。在物流基础设施方面，继2025年华中一号及二号仓投产后，将完成东方甄选三号及四号仓的建设，并制定新的仓储营运规范及货物管理措施。 截至2025年11月30日，公司自营产品及直播电商团队总人数达到1373人，其中全职1054人，兼职319人。供应链及产品团队达到654人，其中全职502人，兼职152人。 去年8月22日，东方甄选披露剥离与辉同行后的首份年报。2025财年，东方甄选经历了资金压力、流量困局、人才流失的多重挑战，实现总营收43.92亿元，同比下滑32.7%；持续经营业务（即自营产品及直播电商业务）净溢利从2025财年上半年的亏损转正，实现净溢利620万元，而2024财年则为净溢利2.49亿元。 东方甄选表示，营收下降主要是由于直播电商行业竞争加剧，以及公司在业务战略上的调整。而净利润大幅下滑，主要是由于报告期内出售与辉同行所致。如若剔除出售与辉同行的...

中共南京市委书记周红波在新提拔市管干部及家属集体廉政谈话会上说，干部家属要以更高标准、更严要求约束自己，严格遵守法律法规，坚决反对特权思想和特权现象。 据《南京日报》报道，中共南京市委星期二（1月27日）举行新提拔市管干部及家属党风廉政教育活动。周红波出席集体廉政谈话会，结合近年来部分违纪违法典型案例背后存在的家风不正问题，与新提拔市管干部及家属进行谈话。 周红波说，要充分认识到中共党员领导干部的家风，不仅关系自己的家庭，而且关系党风政风。领导干部要把家风建设摆在重要位置，作为作风建设的重要内容，把家庭打造成“廉洁单元”，算清为官从政的政治账、利益账、亲情账、自由账，保持清醒头脑，筑牢拒腐防变思想堤坝。 他指出，营造良好家风，领导干部要带好头、做示范，切实做到忠诚、干净、担当。“忠诚”就是要忠于信仰、忠于组织，自觉把政治修养摆在党性修养的首位；“干净”关键在于清白做人、廉洁用权，要牢记权力只能用来为中共分忧、为国干事、为民谋利，净化社交圈、生活圈、朋友圈，带头树立良好家风，加强对亲属和身边工作人员的教育和约束。“担当”落脚点就是真抓实干、说到做到，该为的必须为、能为的努力为、不该为的决不为。 周红波也提到，干部家属要以更高标准、更严要求约束自己，严格遵守法律法规，做到不越界、不伸手、不纵容、不攀比，严格落实领导干部配偶、子女及其配偶经商办企业管理规定等要求，不打着旗号请托办事，坚决反对特权思想和特权现象，防范作风顽疾隐形变异，相互提醒、相互支持，共同筑起坚强牢固的“大后方”。 据报道，新提拔市管干部和家属还集中观看了家风主题警示教育片，参观了江苏省党风廉政警示教育基地。

Rigetti Computing has become one of the faces of the AI and quantum computing revolution. But what has it actually done for investors? Rigetti Computing (RGTI +2.62%) has become one of the faces of the quantum computing revolution. As the artificial intelligence (AI) boom really took off in 2025, almost anything that was tied to the theme saw its stock price take off. Rigetti Computing's stock rose 45% last year. But how has Rigetti Computing fared as an investment over the years? If you look at the total return for the stock over the past five years, you'll see that it's returned 137%, which translates to an average annual return of about 18.8%. Not too bad. A thousand dollars invested five years ago would now be worth about $2,370. But that number doesn't really tell the whole story. From its top in the latter half of 2021 to its bottom in 2023, Rigetti stock lost more than 96% of its value. The hyperinflationary environment of 2022 and the bear market that came with it saw investors abandon companies that were more about potential than results. But as conditions stabilized, inflation started to fall, and the AI frenzy picked up steam, Rigetti made a huge comeback. From that low to its peak at the beginning of 2025, Rigetti gained 5,000%, pushing its market cap to more than $5.5 billion and making it one of the trendiest stocks in the market. Rigetti has since dropped by more than 50% from its peak, cementing its position as one of the most closely watched stocks in the world, but one that has also been incredibly volatile.

UBS believes that Texas Instruments ' free cash flow has now reached an inflection point. The bank maintained its buy rating on the semiconductor stock and lifted its 12-month price target to $260 from $245. That is approximately 32% above Texas Instruments' current valuation. The change comes after the company issued better-than-expected guidance for the current quarter, sending shares up 7% in the premarket. TXN 1Y mountain TXN 1Y chart Texas Instruments now sees its earnings coming in between $1.22 and $1.48 per share, with the higher end of this range above the $1.26 analysts polled by LSEG expected. The company expects revenue between a range of $4.32 billion and $4.68 billion, with the high end also above the $4.42 billion consensus estimate. UBS analyst Timothy Arcuri noted that his price target increase comes at a time when Texas Instruments' free cash flow is about to inflect. The analyst added that historically, this has been the most important metric. "Specific to TXN, it is already annualizing ~$6/share in FCF which we think is more like ~$8.5 when adjusting for capex coming down substantially over next 4-6 quarters based on TXN's commentary," he wrote. "From this baseline, it is no longer hard to see how FCF could approach $10/share this year and ~$12/share next year with revenue only growing mid-teens/yr in C2026E/2027E and we have shown many times that this stock is more correlated to FCF than gross margin." An additional catalyst could come from further positive commentary about free cash flow in another month at the company's annual Capital Management call. Arcuri expects this will support some of his numbers.

今日聚焦 【宏和科技：2025年净利同比预增745%-889% 电子级玻璃纤维布市场需求量增加】 宏和科技(603256.SH)公告称，预计2025年度归属于上市公司股东的净利润为1.93亿元至2.26亿元，同比增加745%到889%。2025年度终端市场需求受AI需求快速增长的影响而增加，电子级玻璃纤维布市场需求量增加，公司产品售价受市场需求影响而增加，公司净利润实现快速增长。小财注：Q3净利润0.51亿，据此计算，预计Q4净利润0.54亿-0.87亿，环比变动4%-68%。第四季度净利润分析师一致预测是0.55亿。 【工业富联：2025年第四季度净利润同比上升56%-63% AI服务器营业收入环比增长超50%同比增长超5.5倍】 工业富联(601138.SH)公告称，预计公司2025年第四季度实现归属于母公司所有者的净利润126亿元到132亿元，与上年同期相比，增加45亿元到51亿元，同比上升56%到63%；预计2025年全年实现归属于母公司所有者的净利润351亿元到357亿元，与上年同期相比，增加119亿元到125亿元，同比上升51%到54%。2025年，公司800G以上高速交换机业务营业收入同比增幅高达13倍；2025年第四季度，800G以上高速交换机营业收入同比增长超4.5倍。2025年，公司云服务商AI服务器营业收入同比增长超3倍；2025年第四季度，云服务商AI服务器营业收入环比增长超50%，同比增长超5.5倍。小财注：Q3净利103.7亿元，据此计算，Q4净利预计环比增长22%-27%。 【湖南白银：2025年净利同比预增68%-127% 白银黄金产销量价齐升】 湖南白银(002716.SZ)公告称，湖南白银预计2025年归属于上市公司股东的净利润为2.85亿元至3.85亿元，比上年同期增长67.88%-126.78%。业绩增长主要系公司聚焦主业、推进精细化管理与技改升级，生产技术及经济指标提升；同时白银、黄金产量大幅增加，叠加市场价格整体上行，销售价格同步提升。小财注：湖南白银2025年Q3净利0.96亿元，据此计算，2025年Q4净利预计1.26亿元-2.26亿元，环比增长31%-134%。 【麦格米特2025年净利同比预降65.61%-72.48% Q4业绩低于预期】 麦格米特(002851.SZ)公告称，预计2025年归属于上市公司股东的净利...

C3.AI 首席执行官斯蒂芬・埃希基安 据知情人士透露，由科技行业资深人士托马斯・西贝尔创立的 C3.AI 公司，目前正洽谈与私营自动化初创企业 Automation Anywhere 合并，后者将借此次交易实现间接上市。 C3.AI 主营面向大型企业和政府机构的人工智能解决方案，2020 年上市时成为首家主打人工智能概念的品牌股。但随着生成式人工智能兴起，公司数年来发展步履维艰，当前市值已跌至 17 亿美元，仅为六年前估值的十分之一。Automation Anywhere 是 UiPath 的竞争对手，专注于开发企业内部重复性工作的自动化软件。知情人士称，若交易落地，将由 Automation Anywhere 收购 C3.AI，后者也将借此完成上市。 核心要点 C3.AI 正洽谈与 Automation Anywhere 合并，后者将借交易上市 C3.AI 当前市值 17 亿美元，为六年前估值的十分之一 Automation Anywhere 将通过合并上市，获得人工智能自动化技术能力 与 C3.AI 合并后，Automation Anywhere 将获得跨行业的人工智能自动化技术能力。2025 年 11 月，该公司刚达成协议收购人工智能初创企业 Aisera，后者主营面向信息技术服务、人力资源、客户服务等后台部门的人工智能自动化工具。 目前此次交易的具体金额尚未披露，两家公司也可能最终终止洽谈，Automation Anywhere 仍有可能选择以更传统的方式上市。两家公司的代表均拒绝对此置评。 2019 年，私人投资者对 Automation Anywhere 的估值达 68 亿美元，其最新估值目前暂无公开信息。 C3.AI 的产品可助力金融服务机构识别欺诈交易，也能为油气企业筛选钻井点位， 壳牌石油 、美国空军均为其客户。 Automation Anywhere 成立于 2003 年，最初名为特提斯解决方案公司。2022 年 ChatGPT 推出后，生成式人工智能新工具的出现，让各类自动化软件服务企业均面临发展压力，UiPath 的股价自 2021 年以来已下跌 80%。 不过近期，这类自动化软件企业纷纷强调，自身技术能与大型语言模型提供商形成互补，以更低的误差处理复杂工作流程，并将自身重新定位为 智能体流程自动化企业 。 与此同时，随着 亚马逊 、 微软...

格隆汇1月28日｜美国天然气期货跌超12.00%，现报6.102美元/百万英热。

Sundry Photography/iStock Editorial via Getty Images Shares of F5 ( FFIV ) surged about 8% premarket on Wednesday after fiscal first quarter results beat estimates, drawing positive reactions from analysts. Morgan Stanley kept its Equal-weight rating but increased the price target to $305 from $296 on the shares of F5 — which provides multicloud application security and delivery solutions. "FFIV had a very strong FQ1, managing to see little to no impact from security breach noted at the beginning of the Q [quarter], or from the government shutdown. Will still be a challenge to measure growing use cases against refresh impact, keeping us EW, but walked away from the Q encouraged," said analysts led by Meta Marshall. The analysts said Systems revenue of +37% year-over-year was significantly better than expected, with regulation and Enterprise AI driving incremental demand and minimal impacts from the security breach. Marshall and her team noted that there were more use cases given AI, with F5 seeing nearly as many AI customers in the first quarter of fiscal 2026 as all of fiscal 2025. The analysts added that Hybrid cloud/multi-cloud management use cases are becoming an area F5 is finding increased differentiation in. "Need a greater sense of software growth picking up and AI use cases becoming more sizeable to turn positive at AH valuation, but walked away from Q encouraged," said Marshall and her team. Evercore maintained an In Line rating on F5's stock but raised the price target to $320 from$280. "FFIV reported upside to Dec-qtr results that were well ahead of street expectations with a print of $822M/4.45 vs. street at $758M/3.66 – with growth driven by Systems (Hardware segment) being up +37%, while Software was down 8% and Services up +4%. Revenue upside was driven by limited impact from the prior security breaches coupled with sizeable tailwinds from multi cloud/hybrid deployments and AI ramps at enterprise level," said analysts led by Amit Daryanani. The analy...

尖沙咀有的士懷疑失控，衝落環球貿易廣場外的樓梯級，司機受輕傷。 事發後見到涉事的士衝落幾級樓梯，擱在樓梯頂，而樓梯底旁邊有餐廳。人員用物件固定的士，車尾箱打開。 警方稱傍晚六時許接報，指一輛的士在香港環球貿易廣場對開，懷疑失控剷上行人路，再衝落樓梯，司機一度被困受輕傷，警方正調查意外原因。

There are no important events for this country at this time. Select "All" to see top events in other countries or view all events.

There are no important events for this country at this time. Select "All" to see top events in other countries or view all events.

V.F. Corp ( VFC ) declares $0.09/share quarterly dividend , in line with previous. Forward yield 1.78% Payable March 19; for shareholders of record March 10; ex-div March 10. The company has now announced a dividend of $0.09 for ten consecutive quarters. See VFC Dividend Scorecard, Yield Chart, & Dividend Growth. More on V.F. Corp V.F. Corporation (VFC) Presents at ICR Conference 2026 Transcript V.F. Corp.: Continued Drag From Lackluster Brand Power V.F. Corp.: Turnaround Increasingly Distant And Uncertain V.F. Corporation trades higher after a solid quarter for The North Face and Timberland businesses V.F. Corp beats top-line and bottom-line estimates; initiates Q4 and FY26 outlook

格隆汇1月28日｜棉纱、沪金等涨超2%，沪银、原油等涨超1%，PX、甲醇等小幅上涨；玉米、淀粉等小幅下跌。

弗里敦消息：由中铁七局集团有限公司、郑州铁路技师学院和弗里敦理工学院共同筹建的卓越技能学院日前在塞拉利昂首都弗里敦正式揭牌。塞拉利昂总统比奥在仪式上强调，此项合作及时且富有战略意义，特别是从理论学习向获取实践技能转变方面。他表示塞政府将持续提供支持，并勉励学员不断提升技术能力、恪守良好职业操守。中国驻塞拉利昂大使赵勇在致辞中祝贺卓越技能学院揭牌。他指出，该项目以职业培训与就业保障为重点，旨在为塞拉利昂系统化培养高素质技术人才，对增强塞拉利昂可持续发展能力具有深远意义。弗里敦理工学院校长桑巴.莫里巴表示，该项目体现了双方对技术和人力发展的共同愿景。他说，“这一举措将促进塞拉利昂学生的技能培训，使他们能够为社会做出积极贡献。”据了解，卓越技能学院计划首批招收40名塞拉利昂青年。学院未来将聚焦塞拉利昂本土需求，深度融合中国职业教育（885586）的标准体系与先进经验，致力于培养符合当地市场需要的复合型技术人才。(新华社)

Meta Platforms, Inc. (NASDAQ:META) is reportedly testing new paid subscriptions across Instagram, Facebook, and WhatsApp that would unlock premium features and expanded AI tools while keeping the core apps free. Meta Tests Subscription Model Across Core Apps Meta plans to roll out optional subscriptions that offer users a more advanced experience across its social apps, the company told TechCrunch. The Mark Zuckerberg-led company said it will test different subscription features and bundles, with each app offering a distinct set of paid tools aimed at productivity, creativity, and control. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? Meta said that free versions of Instagram, Facebook, and WhatsApp will remain available, with subscriptions positioned as optional upgrades rather than replacements. Exclusive Features And Greater User Control While Meta has not finalized the full feature list, early indications suggest Instagram subscribers may gain access to unlimited audience lists, insights into followers who do not follow back, and the ability to view Stories anonymously. Paid features for Facebook and WhatsApp have not yet been disclosed. The company said it will experiment with multiple offerings and adjust based on user feedback as subscriptions begin rolling out in the coming months. Trending: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday investors. AI Takes Center Stage With Manus and Vibes Artificial intelligence is expected to be a major draw. Meta plans to scale Manus, an AI agent it recently acquired for a reported $2 billion, by integrating it into Meta products while continuing to sell standalone subscriptions to businesses. Reverse engineer Alessandro Paluzzi has already...

阿里云通义开源发布Z-Image基座模型；Figure发布新一代人形机器人Helix 02；SK海力士拟斥资100亿美元在美设立AI解决方案公司。 ①腾讯混元图像3.0图生图模型正式开源； ②阿里云通义正式开源发布Z-Image基座模型； ③阿里云上线Clawdbot全套云服务； ④腾讯云支持Clawdbot云端极简部署； ⑤Kimi K2.5发布24小时登顶全球开源榜单； ⑥Figure发布新一代人形机器人Helix 02； ⑦蚂蚁集团旗下灵波科技宣布全面开源具身大模型LingBot-VLA； ⑧智元：VLA端侧推理性能提速15倍，并于精灵G2机器人上完成真机验证； ⑨宸境科技发布具身智能新品牌及全栈技术矩阵； ⑩SK海力士拟斥资100亿美元在美国设立人工智能解决方案公司； ⑪Mistral AI发布Vibe 2.0：终端编程助手进化，支持自定义子代理； ⑫韩国AI芯片设计公司FuriosaAI开始量产其第二代Renegade芯片； ⑬谷歌宣布将AI Plus订阅服务推广至包括美国在内的35个新市场； ⑭AI内容公司Thetawave AI完成数百万美金Pre-A轮融资。

文章提及标的 棉纱 -- 沪金 -- 沪铝 -- 焦炭 -- 苯乙烯 -- 沪银 -- 期市夜盘开盘，国内期货主力合约多数上涨。涨幅方面，棉纱、沪金、沪铝涨超2%，焦炭、苯乙烯、沪银、原油、沥青等涨超1%。 涨跌都能赚 盈利就能离场！点击开通期货“T+0、双向交易”特权！>>>