格隆汇1月27日｜杰富瑞发表研报指，洛阳钼业去年12月宣布收购Equinox Gold公司在巴西的黄金资产组合，收购对价最高约为10亿美元。相关交易已经完成。该行的资产净值分析显示，其隐含金价约为每盎司3320美元，对比现货金价超过5000美元，而年初至今平均价高于4500美元。公司在去年中期业务更新时表示，黄金将成为公司继铜以外的另一个业务支柱。管理层认为，以是次收购约10亿美元的成本计算，预期将获得合理回报，并对黄金持建设性看法。 长期黄金产量目标方面，该行预计巴西及厄瓜多尔项目在全面达产后，黄金产量每年将达20吨。在不考虑进一步扩产或收购的情况下，估计黄金将占洛阳钼业2026年毛利的5%至6%，并于2030年提升至10%以上。管理层初步目标到2030年将黄金产量翻倍，计划主要透过并购实现。该行现予洛阳钼业H股目标价25.9港元、A股目标价26.7元，均予“买入”评级。

格隆汇1月27日｜平安证券近日发布《探索受益于商业医疗险发展的细分赛道》研报指出，政策利好医疗险发展，行业资金增量潜力持续释放，第三方服务管理公司（TPA）等细分赛道将有望受益。研报认为，第三方服务管理公司负责理赔处理、医疗服务网络搭建、安排医疗费用结算等核心环节，在创新医药资源、保险资源和能力、精算定价数据赋能、优质医院网络等方面都具备一定的壁垒，建议关注行业头部平台镁信健康等。

港股零食连锁商鸣鸣很忙暗盘涨超70% 2026-01-27 16:16:50 来源： 同花顺7x24快讯 分享 文章提及标的 鸣鸣很忙 -- 港股零食连锁商鸣鸣很忙（HK1768）暗盘涨超70%，现报412港元。该公司计划发行1410.1万股H股，集资最多33.4亿港元，预计1月28日在港挂牌。

格隆汇1月27日｜港股三大指数集体收涨，恒生科技指数一度冲高至1.6%，最终收涨1.35%重新站上27000点，国企指数涨1.07%，恒生科技指数涨0.5%。 具体盘面上，权重科技股走势继续分化，阿里巴巴涨近3%，腾讯、小米、快手飘红，京东跌超2%，美团、百度小幅下跌；保险股、银行股拉升走强助力大市回暖，其中中国人寿涨近6%，工商银行、农业银行、建设银行皆有涨幅，汇丰控股、中烟香港再创历史新高；黄金股部分继续上涨，紫金矿业、紫金黄金国际均大涨再创历史新高；重型机械股继续活跃，中国重汽、三一国际齐创新高；光伏股、苹果概念股、港口及海运股、AI应用概念股普遍上涨。 另一方面，钢铁股、铜业股、煤炭股全天疲弱，其中，中国罕王大跌近11%，汽车股、家电股、水务股多数下跌。(格隆汇)

全市场成交额2.92万亿元，超3400股下跌 1月27日，A股三大指数集体上涨，截至收盘，沪指涨0.18%报4139点，深证成指涨0.09%，创业板指涨0.71%。全市场成交额2.92万亿元，较前一交易日缩量3592亿元，超3400股下跌。 盘面上，半导体、汽车芯片板块走强，东芯股份、盛科通信等多股涨停；光伏设备板块拉升，赛伍技术等多股涨停；培育钻石、航天航空及BC电池等板块涨幅居前。另外，猪肉板块下跌， 大禹生物跌超4%； 煤炭板块走低，大有能源领跌； 医药商业板块下跌 ，漱玉平民领 跌超8% ；钛白粉板块下挫，国城矿业跌逾8%；粮食概念走弱，新农开发跌近6%；SPD概念、环氧丙烷及啤酒概念等跌幅居前。 具体来看： 半导体板块大涨，东芯股份、盛科通信20cm涨停，明微电子涨超16%，普冉股份涨超14%。 消息面上，东芯股份 发布投资者关系活动记录表。针对存储产品2026年一季度的市场需求情况，公司表示，网通领域需求逐步增长，FTTR等家用侧网络通信需求持续修复，可穿戴智能设备的存储容量需求持续增长，物联网模块需求向好。伴随容量需求增长，MCP销售单价有望逐步提升，5G模块的导入逐步起量。车载领域，公司继续推进整车厂和Tier1客户的导入工作，力争市场份额持续增长。 光伏设备板块拉升， 拉普拉斯涨超18%， 连城数控涨超17%，中来股份涨超13%，帝科股份 涨超10%。 券商机构对太空光伏的市场前景普遍持乐观态度。东兴证券认为，这一领域有望成为光伏行业的第二成长曲线，低轨卫星组网将驱动需求爆发。中银国际指出，马斯克对光伏作为卫星能源的看好，将新技术与商业航天紧密结合，为光伏需求增长开辟了新空间。 培育钻石板块继续上攻，黄河旋风、中国黄金涨停，四方达涨超14%，惠丰钻石涨超7%。 消息面上，近日，西安电子科技大学郝跃院士、张进成教授团队与中国科学院国家空间科学中心团队合作，成功研制出高性能单晶金刚石辐射探测器，显著提升了电极键合可靠性、辐射耐受性和高温工作稳定性，为突破传统探测器在深空环境下的性能瓶颈提供了创新技术路径。 猪肉板块走低，大禹生物跌超4%，神农集团、牧原股份、傲农生物跌超3%。 消息面上， 大禹生物公告，预计2025年年度净利润为负，预计亏损3000万元至2600万元，上年同期亏损2394.27万元。受原有业务板块毛利下滑、固定费用较大以及生猪养殖业务受...

2026年，网红景点打卡的风，吹到了外太空。 最近，演员黄景瑜要上太空的新闻火遍全网，花300万去太空体验3分钟的失重感，堪称最贵的网红打卡。 放在以前，这种明星站台+天价票的配置，总得有人怀疑是智商税，然而这次太空游官宣，不仅点燃了网友的围观热情，还让中国商业航天的风口再次出圈。 一方面，这是中国第一艘商业载人飞船，还把太空旅游的价格打下来了；另一方面，商业航天这两年实在太火了。 2026年刚开年，商业航天的地位已经可以与2024年的低空经济、2025年的人形机器人相提并论，热度从发射场一路蔓延到资本市场。 2025年，全球共发射了329次火箭，比2024年增加了25%，创下了历史最高纪录。 资本市场的竞争也堪比“星球大战”，SpaceX的“全球最大IPO”正式进入倒计时，国内有10家商业航天公司正IPO冲刺。国家航天局预测，2028年市场规模破5000亿元。 火箭这种冷门的大国重器，为什么今年格外火？ 黄景瑜上太空，引爆全球最贵景点 早在黄景瑜官宣太空之旅前，坐火箭打卡太空是全球富豪圈的顶流游戏。 国外多家商业航天企业，早就把太空旅游从科幻变成现实。 贝索斯创立的蓝色起源，旗下的新谢泼德号主打亚轨道飞行，把乘客送至100公里高的卡门线，全程11分钟能体验4分钟太空失重，单人票价高达2500万美元，目前已经完成6次太空打卡。 维珍银河的太空船2号，是飞机+太空船的组合模式，飞行高度约89公里，全程1小时，票价约435万元人民币，去年卖了800多张票。 黄景瑜这次的太空之旅从价格上来看，300万元一张的船票比外国火箭便宜，几分钟的失重感，像一场太空级过山车，且它和这两家公司一样，卖的主要是“人设体验卡”，只要过了卡门线就是太空人。 在黄景瑜的明星效应和中国首次商业航天上天的光环之外，这次活动出圈最值得关注的是背后的操盘手——穿越者公司。 这家2023年才成立的初创企业，注册资本不到800万元，创始人雷诗情的履历堪称跨界王者。 她本科是在暨南大学读新闻专业，曾是央视记者、主持人，后来在中国人民大学读研时由文转理，一头扎进载人航天人因工程领域，最终创办了这家商业航天公司。 截至目前，穿越者只做过一次全尺寸舱体的“跳楼测试”，从3米高空坠落验证着陆系统稳定性，距离真正的载人飞行还有很长的路要走。 别看这家公司的航空履历不算资深，但它几乎集齐了资本市场最爱的所有元素。 首批...

Robotics stocks are on fire in early 2026, underpinned by increased defense spending and sell-side interest. Analysts and institutions accumulate.

北京时间26日晚间至27日凌晨交易时段，现货黄金、现货白银价格一度出现大幅回调。是什么原因导致黄金、白银在短期内“急涨又急跌”？中国外汇投资研究院研究总监李钢表示，一方面，全球地缘政治风险持续外溢，叠加国际政治不确定性上升；另一方面，围绕美联储货币政策路径的不确定性仍在，美元信用的中长期隐忧促使资金持续向贵金属（881169）集中配置。对白银而言，在避险逻辑之外，还叠加了新能源（850101）、工业需求预期改善的放大效应，因此涨幅和波动明显强于黄金。在李钢看来，不排除银价短期跌回100美元/盎司乃至90美元/盎司之下可能。(中新经纬)

TikTok上周刚宣布成立在美国的数据安全合资公司。 （法新社） 美国加利福尼亚州州长纽森星期一（1月26日）指TikTok压制批评美国总统特朗普的内容，并启动审查以评估Tiktok此举是否违反加州法律。不过，TikTok否认纽森所指，并把问题归咎于系统故障。 TikTok上周刚宣布成立在美国的数据安全合资公司，并将遵循明确的安全保障措施运营，通过全面的数据保护、算法安全、内容审核机制，以及面向美国用户的软件保障措施来维护国家安全。 纽森的办公室在社交媒体X平台发文说：“在TikTok出售给与特朗普关系密切的企业集团后，我们接到通报，并独立确认了多起压制针对特朗普批评内容的情况……纽森正在对这一行为展开审查，并已呼吁加州司法部确认这是否违反加州法律。” TikTok一名代表回应时指出，公司早前已发表声明，把原因归咎于数据中心断电。他说：“若指这起事件涉及其他情况，那是不准确的。我们已透明地确认，这只是技术问题。” 声明说，受断电的影响，用户在发布新内容时可能会遇到故障、加载速度变慢或连接失败等情况。

文章提及标的 新金路 -- 新金路（000510）公告，预计2025年度归属于上市公司股东的净利润亏损1.8亿元至2.28亿元，上年同期亏损6254.23万元。扣除非经常性损益后的净利润预计亏损1.78亿元至2.3亿元，上年同期亏损6585.86万元。

Arm Holdings plc (NASDAQ:ARM) is one of the AI Stocks Analysts Are Watching. On January 21, Susquehanna analyst Christopher Rolland upgraded the stock from Neutral to “Positive” and maintained a price target of $150. The firm sees the recent pullback as a buying opportunity driven by robust growth drivers, particularly AI silicon initiatives and server CPU expansion. Susquehanna’s upgrade on ARM comes despite recent market concerns about higher memory prices impacting the Mobile and PC markets. Previously, these concerns had led to several competitor downgrades, pressuring ARM’s share price. The firm views this sell-off as an opportunity, citing two company-changing initiatives as key catalysts behind the upgrade. These include the development of an AI XPI ASIC in partnership with SoftBank and Broadcom for OpenAI, as well as a custom sever CPU, which is likely for Meta, marking its first full-silicon offering and meaningful expansion of its data center addressable market. Other positives working in favor of the company include the migration from v8 to v9 products, early volume ramp of high-royalty CSS-based Aps, continued server CPU share gains at hyperscalers, and higher royalty rates driven by doubling of core counts and adoption of DC CSS designs. Susquehanna acknowledges that a royalty reset is coming for 2026 models due to memory-driven headwinds in Mobile and PC markets, it believes these challenges are "well known” and that the subdued sentiment doesn’t seem to align with upcoming catalysts. As such, we argue that depressed investor/sell-side sentiment and the stock’s recent ~40% correction stand in stark juxtaposition with these important coming initiatives that we believe could accelerate growth and royalties well beyond Arm’s model’s ~10% royalty contribution today. These catalysts should spur shares well and underpin our upgrade from Neutral to Positive, while we reiterate our $150 price target (27.5x EV/sales). Arm Holdings plc (NASDAQ:ARM) is a semicond...

文章提及标的 风电 -- 海锅股份 -- 海锅股份（301063）公告，预计2025年度净利润预计为4800-5200万元，同比增长43.92%-55.91%。2025年度，公司预计实现营业收入约18.8亿元，同比增长约40.72%。报告期内，受益于风电（885641）、油气等行业景气度提升与市场需求持续旺盛，公司聚焦主业发展，积极把握市场机遇，进一步拓展市场份额，推动产销量实现同比显著增长，有效带动净利润提升。

中国吉林成功退出地方债务重点省份。 据第一财经报道，吉林省人民政府新闻办公室星期二（1月27日）披露的2026年吉林省政府工作报告（图解版）内容显示，当地退出地方债务重点省份。 报道称，此前中国为了防范地方债务风险，将12个省份纳入债务高风险地区名单。 中国中央财经大学教授温来成去年向《每日经济新闻》说，在政府投资领域，此前被纳入12个高风险名单的地区，一般情况下不得新增政府投资项目，即便有确实需要的项目，审批流程也大幅收紧；原本由省政府即可批准的项目，需上报国家发展改革委乃至国务院审批，难度显著增加。而退出高风险名单后，审批难度将大幅降低。 为了化解地方债务风险，中国2024年10月推出了一揽子总额12万亿元人民币（2.19万亿新元）化债方案。受此影响，近年来各省份地方政府隐性债务快速削减。 中国财政部数据显示，截至2024年底，地方债务占政府债务比重高达63％，远高于中央债务所占的37％。

已有两家人用狂犬病疫苗企业业绩预降。 根据中国疾控数据，2025年全国狂犬病报告发病244例、死亡233例，两项数字均创2020年以来新高。伴随着狂犬病发病数量抬头，人用狂犬病疫苗企业的业绩却在走低，这是为何？ 11月26日晚间，国内人用狂犬病疫苗最大厂家成大生物（688739.SH）发布的年报预告显示，2025年业绩出现腰斩。 成大生物预计2025年年度实现归属于母公司所有者的净利润为1.23亿元至1.39亿元，同比减少59.34%至63.98%。 无独有偶，另外一家人用狂犬病疫苗企业康华生物（300841.SZ）近日发布的年报业绩预告显示，公司预计2025年归属于上市公司股东的净利润将同比减少41.55%至52.09%。 狂犬病是由狂犬病病毒感染所致的一种人兽共患病，是《中华人民共和国传染病防治法》规定的一种乙类传染病，是迄今为止人类病死率最高的急性传染病。狂犬病一旦发病，死亡率几乎为100%，目前还缺乏有效的治疗方法，因此，控制狂犬病疫情的主要手段就是接种疫苗。 狂犬病疫苗分为人用狂犬病疫苗‌和‌兽用狂犬病疫苗两种，中国使用最广的是‌人用狂犬病疫苗。‌ 对于业绩下滑，成大生物与康华生物均提及受行业监管政策变化及市场竞争加剧影响。 成大生物表示，营业收入减少主要受国内人用狂犬病疫苗市场环境变化影响。一方面，受行业监管政策变化及市场竞争加剧影响，市场需求有所收缩。另一方面，受终端渠道阶段性去库存及采购节奏调整影响，产品销售节奏放缓，导致国内销售收入同比下降。 根据中国疾控公布的数据，中国每年约有4000万人的狂犬病暴露人群，而现阶段暴露后人群的狂犬病疫苗接种率仅为35%左右，未来还有较大的提升空间。 有疫苗企业人士对第一财经记者表示，当前的人用狂犬病疫苗并非打不动，相反这类疫苗是中国接种量最大的自费疫苗。“人用狂犬病疫苗企业业绩下降原因，一是厂家数量增加了，竞争加剧，此消彼长，过去一家独大的成大生物份额不断被蚕食；二是指南优化，对于一些特定人群，再次接种时无须全程免疫，接种需求下降。” 2021年以来，国内人用狂犬病疫苗市场逐渐进入供过于求的发展阶段，市场竞争日趋激烈。2024年，国内就有12家疫苗企业获得人用狂犬病疫苗的批签发。 国内获批准用于首次暴露后的人用狂犬病疫苗接种程序可分为两种，有全程接种五针的，也有全程接种四针的。 疫苗厂家们提及的行业监管政策变化或...

南亚新材（688519）公告，预计2025年年度实现归属于母公司所有者的净利润为2.2亿元到2.6亿元，与上年同期相比，将增加1.7亿元至2.1亿元，同比增长337.20%到416.69%。归属于母公司所有者扣除非经常性损益后的净利润为2亿元到2.4亿元，与上年同期相比，将增加1.72亿元至2.12亿元，同比增长613.21%到755.85%。报告期内，得益于覆铜板行业的需求复苏，公司积极把握市场机遇，持续加强市场开拓力度，推动产品销量实现增长。

Micron Technology Inc. (NASDAQ:MU) has begun building a state-of-the-art wafer fabrication plant in Singapore, with plans to invest about $24 billion (SG$31 billion) over the next ten years amid strong AI-driven demand for its memory chips. Expanding the NAND Center Of Excellence The new plant, situated within Micron's existing memory chip manufacturing campus in Singapore, will add approximately 700,000 square feet of cleanroom space. Wafer production is slated to begin in the latter half of 2028. The project is expected to generate approximately 1,600 new jobs, in addition to the 1,400 roles announced earlier for the high-bandwidth memory (HBM) advanced packaging facility, bringing Micron's total planned job creation in Singapore to around 3,000. Capacity Expansion Amid Memory Chip Shortage The new facility’s construction comes at a time when Micron is ramping up its efforts to address the global memory chip shortage exacerbated by a surge in AI data center spending, which has significantly increased the demand for memory chips, especially high-bandwidth memory used in AI servers. This trend has led to a shift in the memory supply heavily towards AI workloads, leaving fewer chips available for consumer electronics such as smartphones, PCs, and laptops. Micron CEO Sanjay Mehrotra emphasized the company’s long-term investment in new capacity to meet the growing demand for memory chips, a process that requires a significant lead time for construction. In December, the company reported strong Q1 results, with a revenue of $8.27 billion, surpassing the $8.23 billion consensus estimate. The company also provided an upbeat outlook for Q2, expecting a revenue of $8.2 billion, compared to the $7.58 billion consensus estimate. Benzinga's Edge Rankings place Micron in the 98th percentile for quality and the 99th percentile for momentum, reflecting its strong performance. Benzinga’s screener allows you to compare Micron’s performance with its peers. Price Action: Over the pas...

格隆汇1月27日｜北京人力(600861.SH)公告称，北京人力发布2025年年度业绩预告，预计归属于上市公司股东的净利润为10.50亿元到13.00亿元，同比增加32.68%到64.26%。业绩变动原因：公司立足主业强化客户开发与服务价值，优化成本费用管理；同时出售全资子公司股权确认投资收益，增厚非经常性损益。

If stock prices are any indication, investors are bracing for a rough earnings season for luxury-goods makers. A Goldman Sachs Group Inc. basket of luxury stocks has slumped 8.1% this year on flaring geopolitical tensions and questions over Chinese consumer demand, trimming much of its gains from the past two quarters. It’s an unwelcome turn, given that analysts have projected a return to growth in 2026 following two years of stagnation. “Investors are fretting that the anticipated earnings recovery is being pushed a little further out into the future,” said Sam Glover , a fund manager at EFG Asset Management. “We have seen some unwind of the more speculative buying that we saw in certain luxury names through the fourth quarter last year.” French luxury giant LVMH’s fourth-quarter results, due Tuesday, are the next test of how the industry is faring. France’s other big luxury companies, Kering SA and Hermes International , report Feb. 10 and Feb. 12, respectively. Despite the year-to-date declines, all of the stocks remain above their 2025 lows, with Kering a notable outperformer, gaining 75%. Optimism picked up after US President Donald Trump in April backed off his most harsh tariff proposals. The Goldman luxury index surged 26% from its April low through mid November, when stock prices stagnated for a month or more. Then a fresh bout of trade tension this month sent share prices slumping again. Earnings for LVMH, Hermes, Moncler SpA and Kering are expected to decline 6.1% on average in the fourth quarter, significantly underperforming the MSCI Europe where the estimated growth is 1.3% over the same period, according to data compiled by Bloomberg Intelligence. The key for this reporting season will be whether companies are confident they can deliver a profit rebound in 2026. For investors, there’s a lot riding on whether the sector can recover. For years, luxury stocks were seen as Europe’s answer to Big Tech : Big, fast-growing companies with resilient business m...

These companies are building strong consumer brands and can grow for years. The stock market has seen two major declines in the last five years. Through that volatility and economic uncertainty, the S&P 500 has returned 80%. This reinforces why buying strong businesses and giving them time to grow is the most reliable way to build wealth over the long term. The best (no-brainer) stocks to buy are those that benefit from a clear advantage and offer plenty of expansion opportunities. With that in mind, here are two growth stocks that are compelling buys right now. 1. Chewy Chewy (CHWY 0.79%) is a leading online retailer exclusively focused on pet supplies, and it continues to grow. The company has built a strong brand by offering thousands of products across food, pet supplies, and veterinary care. The stock has fallen about 13% over the past year, creating a timely buying opportunity amid the massive tailwind fueling Chewy's growth. Pets are family, and this is fueling a large and growing industry. Pet owners spent $90 billion on their furry family members in 2018, and this was projected to reach $157 billion in 2025. Expand NYSE : CHWY Chewy Today's Change ( -0.79 %) $ -0.25 Current Price $ 31.44 Key Data Points Market Cap $13B Day's Range $ 31.18 - $ 31.82 52wk Range $ 29.82 - $ 48.62 Volume 181K Avg Vol 7.6M Gross Margin 28.58 % Chewy's brand strength is evidenced by its revenue growing much faster than the industry. Its annual revenue has increased from $2.1 billion in 2018 to surpass $12 billion on a trailing-12-month basis. What's even more attractive is that this revenue is being driven by repeat purchases from 21 million active customers. About 84% of Chewy's sales come from its Autoship program, which lets customers schedule regular deliveries of pet food and other products. This recurring revenue is highly beneficial to investors for two reasons: The convenience of Chewy's Autoship instills customer loyalty. Investors typically award higher valuations for b...

Key Points Mirum Pharmaceuticals is at an inflection point. The company's sales are growing fast, led by the success of Livmarli. Mirum has multiple potential catalysts on the way in 2026. 10 stocks we like better than Mirum Pharmaceuticals › Mirum Pharmaceuticals' (NASDAQ: MIRM) share price has more than doubled over the last 12 months. Is this biotech stock about to soar again in 2026? I think so – for two key reasons. At an inflection point In several important ways, Mirum is at an inflection point. It achieved positive cash flow from operations in 2025. That's a significant milestone for any small biotech company. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Mirum won two approvals from the U.S. Food and Drug Administration (FDA) last year. In February, the agency gave Ctexli a thumbs-up for the treatment of cerebrotendinous xanthomatosis (CTX), a rare genetic disorder of bile acid synthesis. The FDA also approved a tablet formulation of Livmarli in April for the treatment of cholestatic pruritus in patients with Alagille syndrome (ALGS) and Progressive Familial Intrahepatic Cholestasis (PFIC), both rare liver diseases. On Jan. 26, 2026, Mirum completed the acquisition of Bluejay Therapeutics. This transaction adds brelovitug to Mirum's pipeline. Brelovitug is a promising therapy targeting chronic hepatitis delta virus (HDV), a rare liver disease with no approved treatment in the U.S. Net product sales for Livmarli jumped 69% year over year in 2025 to $359 million. Sales for bile acid replacement therapies Cholbam and Ctexli increased 31% year over year to $161 million. Mirum also expects solid momentum this year, with overall revenue guidance of $630 million to $650 million. Multiple potential catalysts ahead 2026 should also be loaded with catalysts for Mirum. The most important one, in my view, is the company's anticipated announcement in the second quarter of results fr...

中国外交部批评日本首相高市早苗最新涉台言论，指日本无资格对台湾置喙。图为中日国旗示意图，摄于2022年7月。 （路透社档案照） 针对日本首相最新涉台言论，中国外交部批评日本无资格对台湾置喙，并敦促日本停止操作台湾问题。 中国外交部发言人郭嘉昆星期二（1月27日）在例行记者会上应询时说，无论在历史上、法律上，日本都没有任何资格对台湾置喙。 他称，日本有关言论再次暴露日本右翼势力挑动对立、制造事端，借机推进“再军事化”，挑战战后国际秩序的野心，这已经对地区和平稳定和中日关系政治基础构成严重威胁，国际社会必须高度警惕、坚决抵制。 郭嘉昆指出，日本曾对台湾殖民统治长达半个世纪，犯下罄竹难书的罪行，对中国人民负有严重历史罪责。“我们再次敦促日本恪守中日四个政治文件精神和所作政治承诺，切实反思纠错，停止在台湾问题上的操弄和妄动”。 日本首相高市早苗在星期一（26日）晚间播出的全国电视节目上说，如果在台海爆发冲突时，美军遭到攻击，日本却选择袖手旁观，日本与美国的战略联盟将会瓦解，但她回避了此前有关日本可能采取军事回应的言论。 一名反对党领袖批评高市早苗两个月前关于台湾的言论，加剧了日本和中国大陆的紧张关系。 高市早苗去年11月在国会答问中提到“台湾有事”可能构成日本的“存亡危机事态”，引发中日外交风波，导致两国关系跌入谷底。 高市早苗在26日晚的直播节目中说：“我要非常明确地指出，我当时的意思并不是说，如果中国和美国因为台湾问题发生冲突，日本就会采取军事行动。如果台湾发生严重事件，我们必须营救在台湾的日本和美国公民。在这种情况下，我们可能会采取联合行动。”

格隆汇1月27日｜半夏投资创始人李蓓近日在接受媒体专访时称，权益市场不会是“鸡犬升天”的系统性牛市，而是结构化行情。当前沪深300、恒生国企等核心指数低估，但中证2000及小微盘股（PE超150倍或亏损）、部分估值驱动的科技成长股已严重高估，这些利率敏感性资产在未来物价回升、利率上升后，可能面临较大调整压力。未来两年可能重现2016-2017年的极度分化行情，当时沪深300涨20%，中证2000跌20%，但核心顺周期蓝筹的涨幅将远超当年。当前利率水平、资产荒程度、权益欠配规模均大于以往，且非标资产逐渐消失，将进一步抬升蓝筹估值，价值投资将回归。不过要注意，财富市场的热点集中在量化、全天候策略和海外资产，很多人可能会错过这一波核心资产的重估机会。

CMG260206P00033000 互動股市圖表 | CMG Feb 2026 33.000 put 股市 Yahoo 財經

APS Management Group Inc. acquired a new stake in Apple Inc. (NASDAQ:AAPL - Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 26,390 shares of the iPhone maker's stock, valued at approximately $6,720,000. Apple makes up 4.7% of APS Management Group Inc.'s investment portfolio, making the stock its 4th biggest position. Get Apple alerts: Sign Up Other institutional investors have also modified their holdings of the company. ROSS JOHNSON & Associates LLC lifted its holdings in shares of Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after purchasing an additional 180 shares during the last quarter. Nexus Investment Management ULC lifted its stake in Apple by 333.3% in the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after buying an additional 200 shares during the last quarter. LSV Asset Management purchased a new stake in Apple in the fourth quarter valued at approximately $65,000. Morgan Dempsey Capital Management LLC boosted its holdings in shares of Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock valued at $88,000 after acquiring an additional 125 shares during the period. Finally, HFM Investment Advisors LLC acquired a new stake in shares of Apple in the first quarter valued at approximately $99,000. 67.73% of the stock is owned by hedge funds and other institutional investors. Apple Stock Up 3.0% AAPL opened at $255.41 on Tuesday. The company has a quick ratio of 0.86, a current ratio of 0.89 and a debt-to-equity ratio of 1.06. The firm has a market cap of $3.75 trillion, a P/E ratio of 34.19, a PEG ratio of 2.31 and a beta of 1.09. Apple Inc. has a 52 week low of $169.21 and a 52 week high of $288.62. The business's fifty day simple moving ave...

Amalgamated Bank cut its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 1.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 475,636 shares of the social networking company's stock after selling 5,489 shares during the period. Meta Platforms comprises approximately 2.5% of Amalgamated Bank's holdings, making the stock its 5th largest holding. Amalgamated Bank's holdings in Meta Platforms were worth $349,298,000 as of its most recent SEC filing. Get Meta Platforms alerts: Sign Up Several other hedge funds and other institutional investors have also modified their holdings of META. Bare Financial Services Inc acquired a new stake in shares of Meta Platforms during the 2nd quarter worth about $30,000. Evergreen Private Wealth LLC grew its stake in Meta Platforms by 237.5% during the second quarter. Evergreen Private Wealth LLC now owns 54 shares of the social networking company's stock worth $40,000 after buying an additional 38 shares during the last quarter. Briaud Financial Planning Inc acquired a new position in shares of Meta Platforms in the 2nd quarter worth approximately $42,000. Knuff & Co LLC bought a new stake in Meta Platforms during the 2nd quarter worth approximately $44,000. Finally, WFA Asset Management Corp increased its holdings in Meta Platforms by 42.6% during the 2nd quarter. WFA Asset Management Corp now owns 67 shares of the social networking company's stock valued at $49,000 after purchasing an additional 20 shares in the last quarter. Institutional investors own 79.91% of the company's stock. Wall Street Analysts Forecast Growth A number of equities analysts have commented on the company. Royal Bank Of Canada reduced their price objective on Meta Platforms from $840.00 to $810.00 and set an "outperform" rating on the stock in a research note on Thursday, October 30th. Benchmark downgraded shares of Meta Platforms from a "buy" rat...

Amalgamated Bank Has $349.30 Million Position in Meta Platforms, Inc. $META MarketBeat

Alphabet Inc. $GOOG Shares Bought by Americana Partners LLC MarketBeat