It’s been a quiet transfer window, all things considered, with even the worst internet attention-seekers refusing to don their yellow ties and take a day off school for its final day, their mum’s toy spaceship left idling in a shoebox under the bed. But there might yet be some action – not like that, how dare you – so let’s dive in. Crystal Palace are enduring a miserable season, rapidly slipping down the table and now in danger of relegation, the perfect example of how to ruin unexpected success. On the other hand, Steve Parish’s quiff still looks pristine, so swings and roundabouts, but he’s now faced with a problem: does he stop lovingly tending it to consider Nottingham Forest’s £35m bid for Jean-Philippe Mateta, or simply pretend that no such thing ever happened? The player, meantime – presumably because proximity to Tasty Jerk is punishing for a professional athlete – has made clear his desire to leave the club. But is that desire felt so keenly that he’s happy to work for cuddly old Evangelos Marinakis, and if so, what does that say about the environment at Selhurst Park? We shall soon find out. Palace, for their part, are seeking £40m, and will not sell unless a replacement is found. Under consideration is Wolves’ prolific hitman Jørgen Strand Larsen, whose six goals in 25 games make him an ideal purchase if the Premier League’s third-lowest scorers are intent on continuing their freefall. In other striker news, Juventus are seeking one but their own pursuit of Mateta has been fruitless, with Beto, Federico Chiesa, Randal Kolo Muani and Joshua Zirkzee the only names suggested. As such, plans are afoot to see if any of Ian Ormondroyd, Ian Olney, Serginho, Andrea Silenzi, Bernardo Corradi and Stuart Barlow can be persuaded out of retirement. Elsewhere, Bruno Fernandes will wait until the end of the season before deciding if he wants to call a skank a skank and let Manchester United ruin the remainder of his career. Last summer, he pretended to flirt with a mov...

本周G-10货币期权巨大的成交量印证了这样一种观点：美元贬值正成为越来越受投资者关注的一个主题。 在美元抛盘推动下，欧元/美元一度升破1.19，美元/日元一度跌至153关口。欧元和日元期权合约的合计成交量超过了全球日均水平。与此同时，周一所有货币的期权总交易量突破1，700亿美元，这在过去十年中极为罕见。 无论美联储的汇率询价是否是所谓海湖庄园协议的开端，宏观交易员都已自行认定美元正步入下行轨道。此外，这看起来也像是G-10货币隐含波动率长期低迷时代的终结。 责任编辑：刘明亮

石油基金LOF公告，自2026年1月28日起暂停本基金的大额申购及大额定期定额投资业务。在暂停大额申购及大额定期定额投资业务期间，本基金每一类基金份额单日每个基金账户的累计申购及定期定额投资的金额应不超过10元，如本基金某一类基金份额单日每个基金账户的累计申购及定期定额投资的金额超过10元，本基金将有权拒绝。

More Chinese households want to increase saving and reduce spending than before the latest trade war with the US, according to a survey by the central bank. While optimism regarding employment grew slightly in the fourth quarter, and expectations about prices stabilized , people became more negative over incomes , the poll showed. An indicator of overall loan demand improved for a second quarter but remained far below its level in late 2024, according to a separate survey of banks. The skittishness of consumers bodes ill for an economy that needs stronger spending by households and businesses to reverse a slowdown in the absence of more aggressive stimulus by the government. Expanding domestic demand has been made the government’s top economic priority for this year. The malaise contrasts with the resilience of manufacturers and tech firms in the face of tariffs imposed by US President Donald Trump , resulting in a two-speed growth rate that will likely persist in the months ahead. Retail sales growth has slowed every month since June as funding ran dry for the government’s program to help consumers trade in old goods for new ones. As part of an effort to coax people to spend more, authorities said at the end of December they were providing 62.5 billion yuan ($9 billion) in initial funding for the drive this year, releasing the subsidies before the annual budget is reviewed by national legislators in March. The PBOC’s surveys also found that households are increasingly willing to spend on services — a part of the consumer economy that’s been in focus for officials. Education, health care and travel were the top three choices of respondents who planned to increase spending in the next three months, the poll showed. The proportion of people planning on spending more on social and entertainment activities is at an eight-year high, according to BNP Paribas SA. The PBOC surveyed 20,000 bank depositors in 50 cities across the country, about 3,200 banks and over 5,000 comp...

Micron Invests $24 Billion in Singapore to Ease Chip Crunch Bloomberg

Bali’s elephant-riding attractions have begun shutting down after Indonesia ’s forestry authorities ordered conservation centres to end the practice, as local officials threaten to revoke the relevant permits for non-compliance. The directive calls for the centres to stop elephant-riding “performances” and shift towards wildlife tourism that is more educational and ethical, according to a circular by the Ministry of Forestry’s Directorate General of Natural Resources and Ecosystem Conservation issued last month. Although not a new law passed by parliament, the circular carries weight because it is enforced through conservation licensing, giving provincial authorities the power to issue warnings and revoke permits if necessary. Advertisement BKSDA Bali, the provincial conservation agency, has taken the lead, issuing warning letters and stepping up monitoring of facilities that keep elephants “All conservation institutions are required to stop elephant riding and begin transforming towards more educational, innovative and ethical wildlife tourism,” Ratna Hendratmoko, head of BKSDA Bali, said during a supervision visit in Denpasar on Sunday, according to state news agency Antara. Advertisement Elephant rides have long been permitted in Indonesia under conservation permits, particularly in Bali, where operators defended the practice for years as ethical.

时序更替，岁律更新。春节作为中国人最隆重、最具凝聚力的传统佳节，其承载的情感内核历久弥新，而过节的氛围与消费的面貌，却在时代浪潮中持续演变。 如今，以Z世代为代表的年轻消费者正在用新潮的生活方式和消费观念重塑着传统节日文化。他们不再满足于沿袭旧俗，而是将个性表达、情感连接、文化认同与仪式体验，深度融入节日的肌理之中，推动年货消费从传统的物质满足，转向更具深度与温度的精神体验。 这场由内而外的节日焕新，不仅展现了消费市场的蓬勃脉动，更映照出文化在传承中创新、在融合中生长的生动轨迹。 电子年货三件套：把赛博年味拉满 当长辈们还在斟酌着糖果点心与烟酒茶的搭配，年轻人已经开始置办一种很新的“电子年货”。它们并非数码产品，而是在春节期间能应景地提供情绪价值的虚拟商品：可能是一个精心挑选的微信红包封面、一套可爱应景的拜年表情包，或者是一张承载着新年期许的手机壁纸。 Soul APP发布的《Z世代春节态度报告》显示，18岁-24岁群体中有28%的人认为现在春节比过去更有氛围感，19.3%的人认为年味只是换了表现形式。而他们带来的数字红包、线上拜年等创新元素，也在创造属于新时代的集体记忆和认同感。 这些单价几元到几十元的电子年货，凭借轻量化、个性化、强社交属性成为年轻人的新年新宠，也撬动了年货经济的数字化转型。 惊蛰研究所在浏览小红书时看到，2026马年红包封面已经火热出炉，多数价格在6元-8元之间，已有多款商品的付款人数超千人。热销的红包封面不少融入了马年生肖的设计、国潮风格的视觉创新，或是年轻人熟悉的网络热梗、IP联动元素，还有部分支持自定义文字、图片的款式，更是让红包封面带有专属印记。 除了红包封面，拜年表情包的“战场”则更显生动且个性化。微信表情开放平台的普及，吸引了无数创作者涌入，他们将财运、好运等新春寓意与网络热梗封装进一个个动图或IP形象中。 “线条小狗”“小熊虫”“什么猫”等热门IP，几乎每年春节都会推出“新年篇”表情包系列，成为年轻人线上拜年时传递情绪、拉近距离的重要载体。 新年手机壁纸，则瞄准了“独享的仪式感”。手机屏幕作为现代人最私密、最高频的视觉窗口，成为打造个人新年氛围的最佳平台。这股需求也催生了新的轻量服务，在电商平台上，花几块钱就能定制一句独一无二的吉祥话用作壁纸文案，让新年的美好期许融入每一次点亮屏幕的动作中。 从更深处看，电子年货的兴起，是一场关于...

巴克莱策略师对美元兑日元汇率转持中性立场，此前日元大幅升值，使得该汇率跌至其设定的156.0止损位。 巴克莱策略师米图尔·科查等在一份报告中指出，尽管日元走弱的基本面驱动因素未发生变化，但“鉴于当前形势源于美国方面一项相当新颖的政策举措，短期内对于追涨美元兑日元潜在反弹需持谨慎态度”。 日元走势对美元存在溢出效应，若亚洲区域内其他货币随之开启升值趋势，这种影响或将演变为一轮更大范围、更具普遍性的美元贬值行情。 这家券商认为，日元走强或将对日本国债收益率曲线短端形成双向压力：一方面，日元贬值压力缓解意味着日本央行加息的紧迫性有所下降；但另一方面，历史上的外汇干预操作往往发生在加息举措之前。 巴克莱发现，韩元、泰铢以及新加坡元对日元走强的反应最为积极。 责任编辑：刘明亮

This monster stock has been taking a breather over the last three months. Nvidia (NVDA 0.64%) has been one of the biggest beneficiaries of the ongoing artificial intelligence (AI) race. Its powerful data center graphics processing units, which have incredible market share, help support AI training and inference. This has led to robust demand, which has propelled shares up 1,230% in the past five years (as of Jan. 22). This top AI stock is trading down, off 11% from its peak. That has some investors wondering if the incredible share price runup is petering out. It has others thinking this might be a great time to buy in, as shares are trading at a discount and they will eventually continue their upward climb. Who's right? Should you buy the dip on Nvidia? Nvidia is betting on the AI infrastructure layer OpenAI's ChatGPT, Alphabet's Gemini, Anthropic's Claude, Perplexity, and others get a lot of attention because they are user-facing AI chatbots that have basically set off the AI age. But digging a bit deeper and looking upstream shows that Nvidia is the winner, given that it operates at the AI infrastructure layer. Viewed in this light, the business is a pick-and-shovel investment opportunity. It's impossible not to come away awestruck with Nvidia's financial performance. Revenue increased 62% year over year to $57 billion in Q3 2026 (ended Oct. 26 last year). Analysts expect 51% and 28% jumps in fiscal 2027 and fiscal 2028, respectively, based on consensus estimates. Profits have also been exceptional. In the past three years, Nvidia's net income margin went from 11% to 56%. Nvidia's focus on innovation Innovation remains management's top priority. At CES Las Vegas earlier this month, Nvidia revealed its Rubin computing platform that's supposed to "deliver up to 10x reduction in inference token cost and 4x reduction in number of GPUs" relative to its predecessor Blackwell platform, according to the press release. Rubin is in production right now. And perhaps making ...

新修订的《中华人民共和国药品管理法实施条例》今天公布。国家药监局表示，这是条例实施二十多年来，首次全面修订。 条例重点修订了哪些内容？对我国医药产业将产生哪些影响？将给公众带来哪些利好？总台记者独家专访国家药监局相关负责人，进行权威解读。 国家药监局政策法规司司长张琪介绍，《药品管理法实施条例》是《药品管理法》的重要配套行政法规。现行条例是2002年公布施行，曾有3次对个别条款进行修改，这次修订是条例施行23年来的首次全面修订。 据介绍，与23年前相比，我国药品研制、生产、流通、使用各环节都发生巨大变化，法律法规制度也需要顺应变化，修订完善。 据了解，现行条例于2002年公布施行，包括药品生产企业管理、药品经营企业管理、医疗机构的药剂管理、药品管理、药品包装的管理、药品价格和广告的管理、药品监督和法律责任等方面内容。 张琪表示，2019年《药品管理法实施条例》的上位法《药品管理法》全面修订，这次对条例全面修订，修改的条款达到90%以上，除了第一条以《药品管理法》作为立法依据的条款没有修改外，其余条款均有调整或者修改。 据了解，我国2015年启动药品审评审批制度改革，2019年全面修订《药品管理法》，引入药品上市许可持有人制度，鼓励创新、加强药品全生命周期（883436）监管。 张琪表示，这次条例修订细化《药品管理法》的制度措施，将近年来药品监管改革中成熟的经验上升为法规，现行条例以对药品生产经营企业的管理为中心，修订后转变为以药品上市许可持有人为中心，落实持有人主体责任，强化药品全生命周期（883436）全过程严格监管。 国家药监局药品注册管理司副司长蓝恭涛介绍，此次条例修订，明确支持以临床价值为导向，研究和创制新药，并首次引入了儿童用药品、罕见病药品市场独占期制度，推动药物研发，更好地服务患者临床用药需求。 国家药监局药品监督管理司司长李江宁表示，条例更加强调严的监管，同时也更加关注人民群众有药可用和方便获取，进一步细化了对药品委托生产、药品网络销售和中药（562390）材种植以及中药（562390）饮片生产监管的具体要求。 鼓励药物研发创新 四条加快上市通道写入法条 23年来首次全面修订，与此前的三次“小修小补”不一样。记者注意到，鼓励创新，是这次修订的一个突出特点。支持以临床价值为导向研究和创制新药，提升仿制药质量和疗效，明确写进新修订条例的总则。 张琪介绍，...

阳光诺和（688621）公告，公司于2026年1月27日召开第二届董事会第二十八次会议，审议通过了《关于终止发行股份及可转换公司债券购买资产并募集配套资金暨关联交易事项并撤回申请文件的议案》，同意终止发行股份及可转换公司债券购买资产并募集配套资金暨关联交易事项并撤回申请文件。

化债重点省份政府投资受到较严格限制，吉林省近三年基建投资逐年回落，2025年固定资产投资同比下降13.1% 资料图：吉林基础设施建设。在一揽子化债落地首年的2023年，吉林基础设施投资同比增长4%，到2024年增速回落至2.5%。2025年吉林省固定资产投资同比下降了13.1%。图：视觉中国 【财新网】 本轮一揽子化债落地两年有余，部分原被认定为债务风险较高的省份逐步退出化债重点省份序列。 2026年1月27日，“吉林发布”公众号披露的政府工作报告摘要显示，吉林省已成功退出地方债务重点省份。此前2025年11月吉林省“十五五”规划建议提及，该省达到退出地方债务重点省份序列标准。除了吉林，目前官宣退出化债重点省份的是内蒙古，2025年7月内蒙古人大常委会批准2024年自治区本级决算的决议中表示，要巩固退出地方债务重点省份成果。这一表述被视为内蒙古成为第一个成功退出债务高风险省份行列的地区。不过，据财新此前了解表示，内蒙古的金融债务略微超标，“退省份”是有条件通过的。此外，宁夏财政厅长孙志2025年3月全国两会期间曾表态，宁夏已符合退出债务高风险省份的条件。

数字人公告，预计2025年度净利润为750万元至850万元，同比增长280.32%-304.37%。2025年度公司归属于上市公司股东净利润变化的主要原因系公司加大市场开拓和实施力度，实施完成了上年末递延到本期的部分项目以及本期中标项目，导致收入增加，营业收入增长导致利润增长。

注：财联社VIP为内容资讯产品，并非投资建议。以下内容仅为资讯价值展示非对相关公司的推荐建议，非未来走势预测。投资有风险，入市需谨慎。 市场热点一 芯片产业链 消息面上，当地时间周一，美光科技宣布，位于新加坡现有NAND闪存制造园区内的先进晶圆制造厂正式破土动工，计划未来十年投资约240亿美元，预计2028年下半年投产。 《财联社早知道》：今日复盘+明日前瞻，精选更有价值的交易资讯。 1月26日21:24《财联社早知道》 追踪趋势 ，指出机构认为，2026年半导体产业将从周期复苏迈向成长跃迁，核心主线仍是“AI基石+国产替代”，提及 明微电子 ， 其在1月27日大涨16.3%。 《电报解读》：快速推送重要资讯独家深度解析。 1月26日22:18《电报解读》 追踪上市公司年报业绩预测并发文覆盖“普冉股份” ，梳理指出：公司2025年净利润2.05亿元，超出机构平均预期，主要得益于存储芯片市场供给优化及AI服务器、高端手机等需求释放，带动“存储+”产品份额快速提升。虽因研发投入、薪酬及并购整合致费用显著增加，但第四季度净利润1.46亿元环比大增696%，符合预期。公司通过收购SHM强化存储领域竞争力，产品线与全球销售网络得到拓展，整体成长逻辑清晰。 1月27日， 普冉股份 大幅拉升，收涨14.75%。 《风口专家会议》：专家火线解读，透视风口行业。 1月22日19:00，财联社VIP携手蜂网专家为您带来了先进封装主题的【风口专家会议】，特邀行业专家全面解读先进封装增量需求及技术迭代路径。文章提及 华天科技 ， 公司区间最高涨幅达16.8%。 《盘中宝》：盘中有「宝」，快人一步！ 1月22日09:23《盘中宝》 发文引用“苹果正研发一款AI新品”这一动态 ，引用分析师观点并指出：AI的助力下，智能硬件的能力边界不断拓宽。智能硬件有望成为AI流量入口，大模型将大幅度的提升智能硬件产品的使用体验。文章提及 东芯股份 ，公司积极开拓自动驾驶、AI端侧设备、AI玩具、AI眼镜、AI耳机新型应用领域。 截至1月27日收盘，东芯股份区间最高涨幅达22.58%。 市场热点二 太空光伏 消息面上，马斯克近日表示，未来4-5年将通过星舰完成每年100GW的数据中心部署，每年发射100万吨的卫星，每颗卫星配备100kW的太阳翼，即对应太空光伏装机约 100GW。 《风口研报》：提前挖掘“超预...

Tom Werner/DigitalVision via Getty Images ClearPoint's ( CLPT ) preliminary fourth-quarter results were solid, indicating a broad-based reacceleration in its business. This has been supported by the recent acquisition of IRRAS, which appears set to maintain strong growth in the near term. There is also the PRISM 1.5T system clearance and the launch of ClearPoint's preclinical CRO facility. While the status of uniQure's ( QURE ) AMT-130 remains up in the air, a number of other partner programs continue to progress. I previously suggested that the opening of ClearPoint's CRO facility would be an important contributor to a growth reacceleration. The company's share price is down around 6% since then, which is potentially due to fading optimism regarding the commercialization of AMT-130. I believe that this is shortsighted, though, as the number of partners and the strength of early data provide confidence in the prospects of ClearPoint's drug delivery business. Partner Programs REGENXBIO is awaiting approval for its one-time gene therapy for MPS II. The FDA PDUFA target date for RGX-121 is February 8, 2026 . While this could be another proof point for ClearPoint, MPS II is a rare condition, meaning the volumes involved are likely to be small. Solid Biosciences recently received orphan drug designation for its Friedreich's Ataxia gene therapy (SGT-212). SGT-212 also has Fast Track and Rare Pediatric Disease designations. Treatment involves dual-route administration, including MRI-guided infusion directly into the brain using ClearPoint's system. Dosing of the first participant in the Phase 1b FALCON trial has been completed, and initial data is expected in the first half of 2026. SGT-212 is a long way from commercialization, though, and Friedreich's Ataxia only affects approximately 5,000 people in the US and 15,000 in Europe, limiting the program's importance to ClearPoint. Aspen Neuroscience recently completed dosing of cohort 3 in its Phase 1/2a ASPIRO Trial. This is...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 一家顶尖的精炼和贸易商称，前所未有的实物需求再加上流动性相对较差的市场中出现投机兴趣，引发了银价屡创新高的上涨行情。 “白银需求巨大，是我们以前从未见过的水平，”MKS PAMP SA首席执行官James Emmett在接受采访时表示。“这不是一个投机性历来都这么强的市场，而且未来必然还会发生更多由短期参与者推动的涨跌。” 去年银价上涨了一倍多，创下1979年以来最佳年度表现，并且今年以来又进一步上涨了50%。在周一突破每盎司117美元、再创历史新高的过程中，银价录得了2008年全球金融危机以来最大的盘中涨幅。 这轮迅猛涨势的支撑因素包括全球动荡，以及所谓的“贬值交易”，即投资者抛售主权债券和货币，转而购买贵金属等硬资产。但白银涨得甚至比黄金更多、更快，而且日内的剧烈波动反映出市场被投机兴趣掌控。 其中部分原因是流动性较差。按当前价格、以伦敦市场的平均成交量计算，伦敦黄金交易的日成交额约为白银的五倍。而就算是这样，银价近期的波动比以往也要剧烈得多。 Emmett表示，投资者害怕踏空，正在“追高”。他还说，一些担心自己错过了黄金上涨行情的投资者，把白银用作了替代品以及一种“宏观经济地缘政治押注”。 Emmett还说，实物需求仍然是银价的关键驱动因素，零售和批发订单继续超过供应。尽管纽约商品交易所仓库的白银流出，为伦敦市场提供了一定的喘息空间，但大量白银流向印度，仍导致整体批发市场供应紧张。 印度对白银的巨大需求是去年上演的历史性逼空背后的一个重要因素。当时关税担忧导致大量白银被锁在纽约商品交易所的仓库里，而买家在排灯节前涌入伦敦市场。 市场供应紧张也导致部分白银 —— 就像黄金一样 —— 改走空运而非传统的海运路线。“现在，你根本等不了集装箱在海上漂那么久，”Emmett说道。 责任编辑：刘明亮

根据河南省科学技术厅官网近期消息，黄河旋风（600172）研制出国内可量产的最大8英寸热沉片。记者从黄河旋风（600172）处获悉，热沉片生产车间计划2月份投入量产。“具体还需要看产量及装机的速度，这个产品(热沉片)对于公司来说是新产品，市场上有需求，客户订单是不缺的。”公司相关人士表示。(财联社)

DBS Maintains Microsoft(MSFT.US) With Buy Rating, Maintains Target Price $678 富途资讯

DBS Maintains Microsoft(MSFT.US) With Buy Rating, Maintains Target Price $678 富途牛牛

思看科技（688583）公告，杭州启源视觉科技有限公司起诉公司不正当竞争，涉诉金额1004万元。原告认为被告思看科技（688583）为获取不正当竞争优势，对原告实施不正当竞争侵权行为。原告提出的诉讼请求包括判令被告立即停止不正当竞争行为、删除非法拍摄的视频资料、赔偿经济损失1000万元及维权合理支出4万元。

美国总统特朗普表示，尽管美韩双方已于 7 月达成一项贸易协议，他仍将对美国自韩国进口的汽车、木材、药品及其他各类商品提高关祱。 4 月 3 日，韩国平泽市，韩国起亚汽车公司生产的车辆整齐排列，等待装船外运。 本周二清晨，韩国官员一觉醒来便看到美国总统唐纳德・特朗普发布的社交媒体帖子，宣布将对韩国商品再次加征关祱，一时间陷入慌乱。 特朗普在帖子中称，鉴于韩国国会未能批准他在 7 月与首尔方面达成的贸易协议，他将把受 “对等关祱” 政策约束的韩国输美汽车、木材、药品及所有其他商品的关祱税率从 15% 上调至 25%。他还质问：“韩国国会为何迟迟不批准这项协议？” 这份协议是美韩双方经过多轮艰难磋商后达成的。根据协议，韩国承诺将在美国投资 3500 亿美元，以此换取美国将韩国输美商品的关祱上限设定为 15%。去年 10 月特朗普访韩期间，韩国方面还向他赠送了一顶仿制的公元 6 世纪新罗王朝皇室金冠，以示对这份协议的庆祝。 自去年 11 月以来，韩国国内多份旨在将该协议部分内容纳入本国法律的法案草案，一直卡在国会迟迟未能推进。本周二，韩国执政党 左翼共同民主党 发表声明，敦促保守派反对党支持这些法案。而反对党则反问，占据国会多数席位的执政党为何不自行推动法案通过。共同民主党在当天稍晚时候回应称，计划在 2 月下旬前推动法案在国会获得通过。 韩国总统府青瓦台在当日上午发表的声明中表示，将紧急召回正在加拿大洽谈韩国潜艇对加出口事宜的产业通商资源部长官金宗埴，派其前往华盛顿与美国商务部部长霍华德・勒特尼克会面，就此事展开实情调查。 青瓦台在发给记者的短信声明中称，韩国高级官员已就如何回应特朗普的关祱威胁召开会议。为打消外界对本国经济可能遭受冲击的担忧，韩国方面强调，特朗普威胁加征的关祱并不会立即生效。声明指出：“韩国政府将向美方传达履行关祱协议的诚意，并将以沉着冷静的态度处理此事。” 受此消息影响，韩国主要汽车企业的股价在周二早盘交易中大幅下挫， 现代汽车 与起亚汽车的开盘价较前一交易日收盘价下跌近 4%。不过到了午后，这两家公司的股价已收复部分早盘失地。 截至周二凌晨，特朗普尚未签署相关行政令，关祱上调的举措暂未生效。 据《华盛顿邮报》此前报道，韩国是美国前十大贸易伙伴之一。韩国承诺的 3500 亿美元对美投资分为两部分：其中 2000 亿美元为现金投资，将在未来数年内分批投入...

中国国新等在九江成立股权投资基金 出资额5亿 2026-01-27 17:45:46 来源： 同花顺7x24快讯 分享 天眼查App显示，近日，九江鼎成启航股权投资基金合伙企业(有限合伙)成立，执行事务合伙人为国新国证投资管理有限公司，出资额5亿人民币，经营范围为以私募基金从事股权投资、投资管理、资产管理等活动，由九江市工业产业投资引导基金合伙企业(有限合伙)、九江市产投资本运营控股集团有限公司、中国国新旗下国新国证投资管理有限公司共同出资。

今年拉斯维加斯国际消费电子展上，人形机器人再次成为焦点——舞狮、打拳击、后空翻、打乒乓球，各种炫技的Demo，将“科技春晚”氛围拉满。但如果你期待的是泛化能力的突破，那么今年的展或许不会给你太多惊艳。 本期播客是机器人特辑的延续，此前我们探讨过许多关于机器人泛化的前沿探索，今天我们调过头来，追问一个更根本的问题：我们真的需要人形机器人吗？ 本期嘉宾傅盛认为， 人形机器人硬件并不遵循“摩尔定律”，靠堆料实现的性能很难走向商业场景，更谈不上有意义的量产。真正能落地的机器人，往往是从具体的场景中逐步迭代、打磨“生长”出来的，而非一开始就追求通用性和完美形态。 尽管这次CES展会上，机器人“泛化时刻”尚未迎来曙光，但我们看到的是，中国品牌以更成熟、更国际化的姿态占据了全球消费电子舞台的中央。而对于众多探索出海的中国机器人企业来说，美国仍然是那个最理想的市场，所以我们的嘉宾们也用亲身经历给出海者提出了几点建议。 以下是这次对话内容的精选： 01 热潮反思：我们真的需要人形机器人吗？ 泓君： 今年CES机器人的展区特别火。具体到人形机器人行业，我注意到一个数据，CES一共的人形机器人参展商是38家，其中中国的参展商有21家。 傅盛： 居然还有17家不是中国的？ 泓君： 有人说这次机器人其实是中、美、韩三国的竞争。有韩国是因为机器人领域很著名的Boston Dynamics被现代集团收购了。他们展位排队要等四十多分钟。Boston Dynamics在行动能力、爬楼梯方面开发较早，有非常深的积累。另外，他们今年在CES上官宣了Atlas，计划2026年开始生产和向首批客户交付，到2028年实现更大规模部署，并形成年产3万台的产能。如果真能量产，这会不会是整个机器人领域最大规模的量产？ Atlas产品宣传片 图片来源：Boston Dynamics 硅谷徐老师： 我去看了Boston Dynamics，这些Physical AI、人形机器人都在那边。但都没让我有耳目一新的感觉，我也非常想了解傅盛的想法。 傅盛： 其实宣布这个量产意义不大。2021、2022年特斯拉刚做擎天柱时，当时我们内部一个小型投资人会议就在讨论要不要抓人形机器人的机遇？他们说得到明确消息，特斯拉和供应链的减速器厂商说明年要下10万台订单。我当时就说，特斯拉可能没做过机器人，有点轻视了，肯定做不到。 你看它2025...

Swathes of London offices have been sold to hotel developers as they look to take advantage of plunging property values and a bounce back in travel demand after the pandemic. Since 2019 almost 4 million square feet (370,000 square meters) of offices in the UK capital have been sold to investors who intend to convert them, enough to fill the city’s Gherkin skyscraper eight times over, according to data compiled by CoStar Group Inc . The bulk of that - 2.7 million square feet - was sold in the last two years. Soaring inflation and higher interest rates following the pandemic upended the city’s office market and caused values to fall. At the same time the return of travel demand after lockdowns helped support investor appetite for hotels. Daily changing room rates — in contrast to the fixed long-term leases typical of offices — also enable hotel owners to immediately pass on higher costs. “It’s unquestionably been a trend which has taken hold over the last 24 months or so,” Felix Rabeneck , director of central London investment at broker Savills Plc said. “People have begun to think about alternative uses where values might be higher.” Shifting office demand following the pandemic and increasingly stringent environmental regulations have rendered swathes of office space in fringe locations obsolete and struggling to find tenants. But office developers were cautious about committing the capital needed to modernize them against a backdrop of uncertain demand and soaring construction costs, as they waited for the long-term impact of increased home working to become clear. That’s paved the way for a string of hotel conversions on the edge of London’s historic financial district. Dominus Real Estate and Cheyne Capital Management last month completed the acquisition of Ibex House in Aldgate, a district on the City of London’s eastern fringe. The venture is seeking planning consent to convert the art deco office building into a 382 room hotel. To the south of the City, Whitbr...

Airlines have been making their safety videos more entertaining, but do they work? Over the last decade, more airlines have made goofy safety videos to keep passengers' attention. But do they really work? News Airlines have been making their safety videos more entertaining, but do they work? Airlines have been making their safety videos more entertaining, but do they work? Audio will be available later today. Over the last decade, more airlines have made goofy safety videos to keep passengers' attention. But do they really work? Sponsor Message Sponsor Message

Some income investors might overlook this midstream energy stock. But they shouldn't. High dividend yields don't necessarily imply high risk. I think Energy Transfer LP (ET 0.17%) is an excellent case in point. This master limited partnership (MLP) offers a distribution yield of 7.4%. And that distribution appears to be relatively safe, making Energy Transfer an ultra-high-yield dividend stock that income investors can't – or at least shouldn't – ignore. A solid business Energy Transfer's solid business makes its distribution dependable. The MLP operates more than 140,000 miles of pipeline spanning much of the U.S. Around 90% of its adjusted EBITDA comes from fees, meaning that Energy Transfer's fortunes don't hinge on commodity prices. Roughly 40% of Energy Transfer's adjusted EBITDA is generated by operations focused on natural gas. That's a good thing, because natural gas presents tremendous growth opportunities for the company. In particular, the booming data center market is driving higher demand for natural gas. The artificial intelligence (AI) applications hosted in these data centers require significant amounts of electricity. Natural gas is a top fuel source for powering the plants that generate this electricity. In recent months, Energy Transfer has landed multiple data center deals. For example, the MLP signed agreements with Oracle (ORCL +2.98%) to supply natural gas to three data centers. It also inked an agreement with CloudBurst to provide natural gas to data centers in Central Texas. Unsurprisingly, much of Energy Transfer's growth-related capital expenditures in 2026 will be in expanding its natural gas capabilities. In addition to building more pipelines, the MLP plans to double the capacity of its Bethel gas storage facility in Texas. Expand NYSE : ET Energy Transfer Today's Change ( -0.17 %) $ -0.03 Current Price $ 17.96 Key Data Points Market Cap $62B Day's Range $ 17.86 - $ 18.11 52wk Range $ 14.60 - $ 21.16 Volume 5 Avg Vol 15M Gross Margin 12...

Qualcomm Incorporated (QCOM) is trading around $158.25 on 22 January 2026 as of 10:21am UTC, within an intraday range of $153.45–$159.94 on Capital.com’s platform. Past performance is not a reliable indicator of future results. Recent trading comes amid Qualcomm’s increased visibility ahead of its upcoming first-quarter fiscal 2026 earnings release, which the company has scheduled for 4 February 2026 (Qualcomm, 21 January 2026), and continued attention on its on-device AI and automotive platforms showcased at CES 2026 (Computer Weekly, 7 January 2026). Broader US equity conditions also frame sentiment, with the Nasdaq Composite recently showing elevated volatility around large-cap technology names (Yahoo Finance, 21 January 2026). Qualcomm stock forecast 2026–2030: Third-party price targets As of 22 January 2026, third-party Qualcomm stock predictions indicate a wide range of 12-month expectations, with more recent updates clustering in the mid-$180s and aggregate surveys showing averages just below $190. These figures are typically framed as 12-month targets from the publication date rather than specific year-end levels, and they remain subject to revision as earnings guidance and sector conditions evolve. Benzinga (consensus snapshot) Benzinga’s Qualcomm stock review reports that analysts it tracks have a consensus price target of about $191.96 per share, with individual forecasts ranging from $140 to $270 over a 12-month horizon. The piece notes that this wide spread reflects differing views on Qualcomm’s ability to navigate semiconductor cycles and monetise 5G and AI trends amid shifting demand and competitive pressures (Benzinga, 21 December 2025). Anachart (coverage universe snapshot) Stock-research aggregator Anachart, in a Qualcomm update, indicates that 16 analysts then covering the stock had an average price target of roughly $182.01, with published targets spanning from $155 to $225. The service notes that these targets sit above the contemporaneous share...