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“私募魔女”李蓓再次高喊地产“十年一遇大拐点”,业内怎么看?

第一财经 📅 01/27 16:42
对于房地产企稳时间、未来走势,目前业内观点不一。 “私募魔女”李蓓再就房地产发声。 近日,被称为“私募魔女”的半夏投资创始人李蓓,在接受媒体采访时表示,基于供给侧大出清、总量周期性回升等因素,半年内地产或出现“十年一遇的机会”。 她表示,从供给侧出清的角度看,诸多房企退出新拿地市场,全国土地市场活跃的企业只剩个位数;从规模角度看,虽然地产总量难回峰值,但会回升至10亿平方米的长期均衡水平。 此外,...

印欧达成里程碑式贸易协定 下调汽车、烈酒及纺织品关税

新浪 📅 01/27 16:41
印度与欧盟双方于本周二宣布,已敲定一项搁置已久的里程碑式贸易协定,此举旨在降低对美贸易关系波动带来的风险。 欧盟方面表示,该协定将对 按货值计算占比 96.6% 的贸易商品取消或降低关税,预计到 2032 年,欧盟对印度的出口额将实现翻倍,欧洲企业的关税成本也将因此节省 40 亿欧元(约合 47.5 亿美元)。 印度商务部在一份声明中指出,欧盟将在七年内对 99.5% 的贸易商品下调关税,其中印度...

TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion - digitimes

Google 📅 01/27 16:41 TSM.N
Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Save my User ID and Password' box in the log-in section. This will save the password on the computer you're using to access the site. Note: If you choose to use the log-out feature, you wil...

Meta Prepares Paid Tiers For Instagram, Facebook And WhatsApp, Offering Exclusive AI Features And Enhanced Control: Report - Benzinga

Google 📅 01/27 16:41 META.O
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...

Meta Prepares Paid Tiers For Instagram, Facebook And WhatsApp, Offering Exclusive AI Features And Enhanced Control: Report - Meta Platforms (NASDAQ:META), Snap (NYSE:SNAP) - Benzinga

Google 📅 01/27 16:41 META.O
Meta Prepares Paid Tiers For Instagram, Facebook And WhatsApp, Offering Exclusive AI Features And Enhanced Control: Report - Meta Platforms (NASDAQ:META), Snap (NYSE:SNAP) Benzinga

高市称台海发生危机,“美日可能联合行动”,外交部回应

财联社 📅 01/27 16:41
外交部回应高市早苗涉台最新言论:日方没有任何资格对中国台湾置喙 有报道说,日本首相高市早苗称,如果台海发生危机,美日可能采取联合行动撤离美日公民,在这样的情况下,日本不可能抛弃它的盟友。对此,外交部发言人郭嘉昆1月27日在例行记者会上说,无论在历史上、法律上,日方都没有任何资格对中国台湾置喙。 郭嘉昆说,日方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...

The Zacks Analyst Blog Microsoft, Lenovo, and Dell - The Globe and Mail

Google 📅 01/27 16:40 MSFT.O
For Immediate Releases Chicago, IL – January 27, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Microsoft MSFT, Lenovo LNVGY, Hewlett Packard HPE and Dell Technologies DELL. Here are highlights from Tue...

Aletheia Maintains Sell on Apple (AAPL), Lowers Target Price

Yahoo 📅 01/27 16:40 AAPL.O
Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks Analysts Are Watching. On January 20, Aletheia Capital analyst Warren Lau lowered the price target on the stock to $205.00 (from $215.00) while maintaining a Sell rating. According to the firm, Apple’s hardware margins have peaked and face pressure until the company raises prices or pushes harder on supplier negotiations. Memory costs are set to tri...

Aletheia Maintains Sell on Apple (AAPL), Lowers Target Price - Yahoo Finance UK

Google 📅 01/27 16:40 AAPL.O
Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks Analysts Are Watching. On January 20, Aletheia Capital analyst Warren Lau lowered the price target on the stock to $205.00 (from $215.00) while maintaining a Sell rating. According to the firm, Apple’s hardware margins have peaked and face pressure until the company raises prices or pushes harder on supplier negotiations. Memory costs are set to tri...

Aletheia Maintains Sell on Apple (AAPL), Lowers Target Price - Yahoo Finance

Google 📅 01/27 16:40 AAPL.O
Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks Analysts Are Watching. On January 20, Aletheia Capital analyst Warren Lau lowered the price target on the stock to $205.00 (from $215.00) while maintaining a Sell rating. According to the firm, Apple’s hardware margins have peaked and face pressure until the company raises prices or pushes harder on supplier negotiations. Memory costs are set to tri...

Aletheia Maintains Sell on Apple (AAPL), Lowers Target Price - Yahoo Finance Singapore

Google 📅 01/27 16:40 AAPL.O
Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks Analysts Are Watching. On January 20, Aletheia Capital analyst Warren Lau lowered the price target on the stock to $205.00 (from $215.00) while maintaining a Sell rating. According to the firm, Apple’s hardware margins have peaked and face pressure until the company raises prices or pushes harder on supplier negotiations. Memory costs are set to tri...

鲁抗医药:预计2025年净利润同比减少63.26%-72.13%

同花顺 📅 01/27 16:39
鲁抗医药公告,预计2025年度实现归属于母公司所有者的净利润1.1亿元-1.45亿元,与上年同期相比,同比减少63.26%-72.13%。预计2025年度实现归属于母公司所有者的扣除非经常性损益的净利润8000万元-1.18亿元,与上年同期相比,同比减少43.43%-61.65%。 免责声明: 风险提示:本文内容仅供参考,不代表同花顺观点。同花顺各类信息服务基于人工智能算法,如有出入请以证监会指定...

越南车企与比亚迪合作建设上亿美元电动车电池工厂

联合早报 📅 01/27 16:39 1211.HK
越南汽车制造商金龙汽车星期二(1月27日)宣布,将与中国电动车巨头比亚迪合作,在越南中部建设一座电池工厂,生产商用电动汽车电池。 (路透社档案照片) 越南汽车制造商金龙汽车星期二(1月27日)宣布,将与中国电动车巨头比亚迪合作,在越南中部建设一座价值1.3亿美元(1.6亿新元)的电池工厂,用于生产商用电动汽车电池。 据路透社报道,根据协议,金龙汽车(Kim Long Motor)将负责工厂建设资金...

Stocks to Watch Tuesday: UnitedHealth, Micron, Salesforce - The Wall Street Journal

Google 📅 01/27 16:39 MU.O
Stocks to Watch Tuesday: UnitedHealth, Micron, Salesforce The Wall Street Journal

Stocks to Watch Tuesday: GM, Micron, UPS, RTX - The Wall Street Journal

Google 📅 01/27 16:39 MU.O
Stocks to Watch Tuesday: GM, Micron, UPS, RTX The Wall Street Journal

LSL Property Services launches £12m share buyback program

Investing 📅 01/27 16:38

Sale hd 7970 specs Best Sale AMD Radeon HD 7970 Review Test System Specs 3Dmark 11 TechSpot - Through The Fence Baseball

Google 📅 01/27 16:38 AMD.O
ST. PETERSBURG, Fla. -With two significant trades just before Christmas, the character and identity of the Tampa Bay Rays appear…

Lemonade’s New Insurance Product Boosts Tesla (TSLA) FSD Narrative, Analyst Says - Yahoo Finance UK

Google 📅 01/27 16:38 TSLA.O
Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks Analysts Are Watching. On January 22, Morgan Stanley analyst Andrew Percoco reiterated an Equalweight rating on the stock with a $425.00 price target. The rating affirmation follows digital insurance company Lemonade’s launch of “Autonomous Car Insurance” that slashes per-mile rates for Tesla’s FSD-engaged driving by approximately 50%. According to...

Lemonade’s New Insurance Product Boosts Tesla (TSLA) FSD Narrative, Analyst Says

Yahoo 📅 01/27 16:38 TSLA.O
Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks Analysts Are Watching. On January 22, Morgan Stanley analyst Andrew Percoco reiterated an Equalweight rating on the stock with a $425.00 price target. The rating affirmation follows digital insurance company Lemonade’s launch of “Autonomous Car Insurance” that slashes per-mile rates for Tesla’s FSD-engaged driving by approximately 50%. According to...

3 Ways Your Medicare Advantage Plan May Have Changed This Year

Nasdaq 📅 01/27 16:38
Key Points It's common for Medicare Advantage plans to change from one year to the next. You may be looking at higher deductibles or copays than you were in 2025. Your plan's network may have changed, and the same applies to your plan's benefits. The $23,760 Social Security bonus most retirees completely overlook › The nice thing about being signed up for original Medicare is that the rules are pr...

平潭发展今日涨停,有1家机构专用席位净卖出586.64万元

同花顺 📅 01/27 16:37
文章提及标的 平潭发展 -- 深股通 -- 平潭发展(000592)今日涨停,成交额27.26亿元,换手率13.80%,盘后龙虎榜数据显示,深股通(885694)专用席位买入5755.47万元并卖出2760.90万元,有1家机构专用席位净卖出586.64万元。

南都物业:预计2025年净利润同比增加310.86%-424.99%

同花顺 📅 01/27 16:37
南都物业公告,预计2025年年度实现归属于母公司所有者的净利润9000万元到1.15亿元,与上年同期相比,将增加6809.47万元到9309.47万元,同比增加310.86%到424.99%。公司对安邦护卫集团股份有限公司的股权投资采用公允价值计量,其股价波动导致公司持有的其他非流动金融资产公允价值变动较大,本期确认公允价值变动损益3254.03万元,增加公司当期净利润2440.52万元。

存储超级周期苹果也“低头” 已接受巨头一倍涨价 iPhone18价格压不住了?

财联社 📅 01/27 16:37 AAPL.O
《科创板日报》1月27日讯 存储涨价潮下,供应商话语权渐增,连苹果也扛不住了。 据韩媒ZDNet今日消息,三星 电子 与SK海力士已完成和苹果的谈判,将大幅上调今年第一季度供应的苹果iPhone低功耗DRAM(LPDDR)价格。其中, 三星报价较前一季度涨幅超过80%,SK海力士给出的涨幅接近100%。 不仅如此,由于今年下半年苹果将推出iPhone 18系列,届时其采购的LPDDR价格可能进一步...

美国重压之下 印度与欧盟达成重大贸易协议!

财联社 📅 01/27 16:37
财联社1月27日讯(编辑 马兰) 印度与欧盟最近达成了具有里程碑意义的贸易协定。印度总理莫迪周二表示,此举旨在规避与美国不稳定关系引发的风险。 预计莫迪和欧盟委员会主席冯德莱恩将于周二晚些时候在新德里举行的印度-欧盟峰会上发表联合声明,并公布协议的细节。 莫迪还指出,向纺织、宝石和珠宝、皮革和鞋类等各个行业的同仁表示祝贺。这项协议将对这些行业起到非常大的支持作用。 对于一直承受着美国关税重创的印度...

Highwood Value Partners H2 2025 Portfolio Changes

Seeking Alpha 📅 01/27 16:37
narvo vexar/iStock via Getty Images The following segment was excerpted from the Highwood Value Partners H2 2025 Letter To Investors. Changes in the Portfolio – Realized Gains and Concentration In the second half of 2025, we sold our positions in Protector ( PSKRF ), Ryanair ( RYAAY ) and Alimak. As such, we have now exited every position I started the firm with in December 2019. With these sales,...

SK Hynix Stock Gains As It Reportedly Secures HBM Supply Deal For Microsoft

Nasdaq 📅 01/27 16:36 MSFT.O
(RTTNews) - Shares of SK Hynix Inc. (HXSCL) gained around 9% in South Korea after following reports of a deal to supply advanced memory for Microsoft Corp.'s (MSFT) new artificial intelligence chip. Bloomberg reported, citing local media, that the South Korean semiconductor company is the sole supplier of advanced memory for Microsoft. In mid January, SK Hynix announced its plan to invest 19 trill...

Prediction: 2 AI Stocks Will Be Worth More Than Nvidia and Palantir Technologies Combined by 2028 - AOL.com

Google 📅 01/27 16:36 NVDA.OGOOG.OAMZN.O
Key Points Nvidia and Palantir Technologies are collectively worth $4.9 trillion; Amazon and Alphabet could exceed that figure by the end of 2028. Amazon's cloud AI services are driving revenue growth, and internal generative AI tools are making the company more profitable. Alphabet's Google Cloud is gaining market share in cloud computing due in part to demand for custom AI chips and Gemini model...

英利汽车:预计2025年净利润为负值

同花顺 📅 01/27 16:36
英利汽车(601279)公告,预计2025年年度实现归属于母公司所有者的净利润为-9000万元到-6000万元,与上年同期相比,将出现亏损。预计公司2025年年度实现归属于母公司所有者的扣除非经常性损益后的净利润为-1.04亿元到-7400万元。

‘The mother of all trade deals’: EU and India sign landmark trade agreement – Europe live

The Guardian 📅 01/27 16:36
Please turn on JavaScript to use this feature Please turn on JavaScript to use this feature 2m ago 08.36 GMT Morning opening: 'The mother of all trade deals' Jakub Krupa The European Union has concluded trade talks with India this morning, signing also a bunch of separate deals on mobility, security, and defence, among others. View image in fullscreen Indian prime minister Narendra Modi, European ...

宝莫股份:公司实际控制人变更为胡瀚阳

同花顺 📅 01/27 16:36
宝莫股份(002476)公告,公司控股股东四川兴天府宏凌企业管理有限公司的唯一股东海南祥长商业管理有限公司向石家庄新叶创新科技有限公司转让其持有的兴天府宏凌81%股权,转让价款合计8100万元。本次股权变动后,新叶创新通过直接持有兴天府宏凌81%股权取得其控制权,进而间接控制公司15.80%股份,公司实际控制人变更为胡瀚阳先生,兴天府宏凌仍为公司控股股东。
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