is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Microsoft has started testing a refreshed web experience for Xbox Cloud Gaming that looks even more console-like. Xbox Insiders can now try out the preview UI, which includes updated navigation features, plenty of new animations, and a refreshed design. It all feels like a teaser of what’s to come for Xbox consoles in the years ahead. The existing Xbox Cloud Gaming interface got its last major overhaul nearly two years ago, when Microsoft added the social features and UI you’d normally find in the Xbox dashboard. This new design makes that existing UI feel even closer to an Xbox console, thanks to a variety of new animations, a new library section, and a rounded design. The new interface has a library section, too. Screenshot by Tom Warren / The Verge New animations include a sliding dashboard interface that glides into view, an animated Xbox icon that lights up and changes shape, and improved navigation between the different parts of the dashboard. These subtle changes greatly improve the Xbox Cloud Gaming navigation experience, which currently feels like a web app loading each section. “We’re testing a refreshed web experience for Xbox Cloud Gaming that lays the foundation for accelerating our ability to build new experiences for players,” says Patrick Siu, principal product manager at Xbox. “This preview is a first look at our new web interface on your browser and lets you try the updated design and product flow before it is rolled out broadly.” Previous Next 1 / 2 The new Xbox Cloud Gaming UI with a rounded design. Screenshot by Tom Warren / The Verge The mention of this new UI being the foundation for “new experiences” certainly sounds like Microsoft may well use this new design in a future Xbox console. In the meantime, I’m hoping it also takes this interfa...

Mill Capital Management LLC reduced its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 4.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 363,453 shares of the information services provider's stock after selling 16,256 shares during the quarter. Alphabet accounts for approximately 6.6% of Mill Capital Management LLC's holdings, making the stock its 4th biggest holding. Mill Capital Management LLC's holdings in Alphabet were worth $88,519,000 at the end of the most recent quarter. Get Alphabet alerts: Sign Up Several other large investors have also modified their holdings of the business. IFS Advisors LLC boosted its holdings in Alphabet by 400.0% during the 2nd quarter. IFS Advisors LLC now owns 150 shares of the information services provider's stock valued at $27,000 after acquiring an additional 120 shares during the period. Robbins Farley increased its stake in Alphabet by 60.0% in the second quarter. Robbins Farley now owns 160 shares of the information services provider's stock worth $28,000 after purchasing an additional 60 shares during the period. WestEnd Advisors LLC lifted its position in shares of Alphabet by 58.7% during the second quarter. WestEnd Advisors LLC now owns 165 shares of the information services provider's stock worth $29,000 after purchasing an additional 61 shares during the last quarter. Fairman Group LLC lifted its position in shares of Alphabet by 121.3% during the second quarter. Fairman Group LLC now owns 177 shares of the information services provider's stock worth $31,000 after purchasing an additional 97 shares during the last quarter. Finally, University of Illinois Foundation purchased a new stake in shares of Alphabet during the second quarter valued at $31,000. Hedge funds and other institutional investors own 27.26% of the company's stock. More Alphabet News Here are the key news stories impacting Alphabet this week: Alphabet Price Perf...

Rakuten Investment Management Inc. Makes New Investment in Broadcom Inc. $AVGO MarketBeat

Triasima Portfolio Management inc. acquired a new position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 3,536 shares of the information services provider's stock, valued at approximately $861,000. Get Alphabet alerts: Sign Up A number of other hedge funds and other institutional investors have also made changes to their positions in GOOG. Sage Mountain Advisors LLC lifted its holdings in shares of Alphabet by 10.3% in the 3rd quarter. Sage Mountain Advisors LLC now owns 42,188 shares of the information services provider's stock valued at $10,275,000 after purchasing an additional 3,926 shares during the last quarter. Dynasty Wealth Management LLC purchased a new position in Alphabet during the 3rd quarter worth approximately $6,497,000. Jackson Thornton Wealth Management LLC increased its position in Alphabet by 38.3% during the third quarter. Jackson Thornton Wealth Management LLC now owns 5,961 shares of the information services provider's stock worth $1,463,000 after buying an additional 1,652 shares during the period. Vaughan David Investments LLC IL lifted its stake in Alphabet by 8.9% in the third quarter. Vaughan David Investments LLC IL now owns 5,556 shares of the information services provider's stock valued at $1,353,000 after buying an additional 453 shares during the last quarter. Finally, Global View Capital Management LLC purchased a new stake in Alphabet in the third quarter valued at approximately $256,000. Institutional investors and hedge funds own 27.26% of the company's stock. Alphabet News Summary Here are the key news stories impacting Alphabet this week: Wall Street Analysts Forecast Growth A number of brokerages have recently issued reports on GOOG. Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $370.00 target price on shares of Alphabet in a research report on Tuesday, Janua...

Sage Mountain Advisors LLC boosted its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 10.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 42,188 shares of the information services provider's stock after buying an additional 3,926 shares during the quarter. Sage Mountain Advisors LLC's holdings in Alphabet were worth $10,275,000 as of its most recent SEC filing. Get Alphabet alerts: Sign Up A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Tradewinds LLC. raised its holdings in Alphabet by 2,134.8% during the 3rd quarter. Tradewinds LLC. now owns 45,098 shares of the information services provider's stock worth $10,984,000 after buying an additional 43,080 shares during the period. Bleakley Financial Group LLC increased its position in shares of Alphabet by 1.4% in the second quarter. Bleakley Financial Group LLC now owns 170,020 shares of the information services provider's stock worth $30,160,000 after acquiring an additional 2,304 shares in the last quarter. CWA Asset Management Group LLC raised its holdings in shares of Alphabet by 2.2% during the third quarter. CWA Asset Management Group LLC now owns 157,143 shares of the information services provider's stock valued at $38,272,000 after acquiring an additional 3,444 shares during the period. American National Bank of Texas purchased a new stake in shares of Alphabet in the 3rd quarter valued at approximately $900,000. Finally, Northwestern Mutual Wealth Management Co. lifted its position in shares of Alphabet by 3.7% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,164,341 shares of the information services provider's stock valued at $206,542,000 after acquiring an additional 42,028 shares in the last quarter. Institutional investors and hedge funds own 27.26% of the company's stock. Alphabet News Roundup Here are the key news stories impacting Alphabet this w...

恒天海龙（000677）公告，公司持股5%以上股东中国恒天集团有限公司计划在公告披露之日起十五个交易日后的三个月内，通过集中竞价和大宗交易方式减持公司股份合计不超过2591.93万股，占公司总股本比例3.00%。减持原因是为了进一步聚焦主业，回收资金用于纺机主业发展。减持股份来源为2012年恒天海龙（000677）破产重整司法划转获得的股份。减持价格将根据市场价格及交易方式确定，存在实施不确定性。中国恒天集团有限公司不是公司控股股东或实际控制人，本次减持不会影响公司治理结构和持续经营。

The debate is raging over the data mining and artificial intelligence (AI) specialist. The emergence of artificial intelligence (AI) marked a major leap forward in technology, and the number of use cases for generative AI continues to grow. These sophisticated algorithms are being deployed to streamline business processes, increase productivity, and save money. As a result, businesses are scrambling to adopt these systems for fear of being left behind. One of the undeniable beneficiaries of this trend is Palantir Technologies (PLTR 1.26%). The stock has climbed an incredible 2,250% since AI first went viral in early 2023 (as of this writing). However, the commensurate increase in the stock's valuation has raised concerns among investors. Palantir is scheduled to report its fourth-quarter results after the market close on Monday, Feb. 2. Let's review the company's most recent results and what Wall Street is saying ahead of the big day. Decades of AI expertise Palantir has been providing AI solutions to U.S. government agencies and allies for more than 20 years. However, it was the release of Palantir's Artificial Intelligence Platform (AIP) in early 2023 that was the catalyst for the company's explosive growth. The ability of this system to plug into a variety of enterprise business systems and provide keen insight and actionable intelligence made it a hit with enterprise users. The coup de grace was Palantir's hands-on boot camps, which pair users with Palantir engineers. "These immersive, hands-on sessions allow new and existing customers to build live alongside Palantir engineers, all working toward the common goal of deploying AI in operations," Palantir said. The unprecedented demand for AIP has taken Palantir's growth to the next level. In the third quarter, Palantir's revenue grew 63% year over year, while adjusted earnings per share (EPS) jumped 110%, but that's just the tip of the iceberg. Palantir's U.S. commercial revenue -- which includes AIP -- rose 121%...

Southern Copper could benefit from an expected shortfall in this vital industrial metal. Many investors are so focused on the technology stocks that support artificial intelligence (AI) that they overlook the supply chain that allows AI to exist. Yes, Nvidia is an exciting chipmaker, and companies like SoundHound make exciting products powered by AI. But none of that would be possible without something as simple as the industrial metal copper. That's why investors might want to examine miner Southern Copper (SCCO +2.14%). What does Southern Copper do? Southern Copper is a copper miner, as noted. But it is important to understand what it means to be a miner. A location must contain valuable minerals; approval to develop a mine must be obtained; the mine must be built and operated; and the location must be returned to its natural state when the mine is depleted. It is a time-consuming and highly capital-intensive process. No company can simply open up a copper mine overnight. In fact, supply and demand are major factors to monitor in commodity markets like copper. Right now, AI is driving a lot of demand. At the end of the third quarter of 2025, Southern Copper estimated that global copper inventories covered only eight days of demand. The market could actually fall into a deficit, with more demand than supply. Copper responds to supply-and-demand imbalances like any other commodity. Rising demand generally leads to rising prices, particularly if supply isn't keeping pace. This dynamic is already helping Southern Copper, as the 235 million tons of copper it produced in Q3 2025 was a lower number than in Q3 2024. However, rising copper prices still allowed it to generate higher sales. Expand NYSE : SCCO Southern Copper Today's Change ( 2.14 %) $ 3.94 Current Price $ 188.24 Key Data Points Market Cap $154B Day's Range $ 186.88 - $ 193.26 52wk Range $ 72.75 - $ 193.28 Volume 116 Avg Vol 1.5M Gross Margin 51.33 % Dividend Yield 1.62 % More production on the way Investors ...

The debate is raging over the data mining and artificial intelligence (AI) specialist. The emergence of artificial intelligence (AI) marked a major leap forward in technology, and the number of use cases for generative AI continues to grow. These sophisticated algorithms are being deployed to streamline business processes, increase productivity, and save money. As a result, businesses are scrambling to adopt these systems for fear of being left behind. One of the undeniable beneficiaries of this trend is Palantir Technologies (PLTR 1.26%). The stock has climbed an incredible 2,250% since AI first went viral in early 2023 (as of this writing). However, the commensurate increase in the stock's valuation has raised concerns among investors. Palantir is scheduled to report its fourth-quarter results after the market close on Monday, Feb. 2. Let's review the company's most recent results and what Wall Street is saying ahead of the big day. Decades of AI expertise Palantir has been providing AI solutions to U.S. government agencies and allies for more than 20 years. However, it was the release of Palantir's Artificial Intelligence Platform (AIP) in early 2023 that was the catalyst for the company's explosive growth. The ability of this system to plug into a variety of enterprise business systems and provide keen insight and actionable intelligence made it a hit with enterprise users. The coup de grace was Palantir's hands-on boot camps, which pair users with Palantir engineers. "These immersive, hands-on sessions allow new and existing customers to build live alongside Palantir engineers, all working toward the common goal of deploying AI in operations," Palantir said. The unprecedented demand for AIP has taken Palantir's growth to the next level. In the third quarter, Palantir's revenue grew 63% year over year, while adjusted earnings per share (EPS) jumped 110%, but that's just the tip of the iceberg. Palantir's U.S. commercial revenue -- which includes AIP -- rose 121%...

Key Points A recovery from the 2022 inflation scare and the emergence of AI have produced three straight years of 15%-plus returns for the S&P 500. This has occurred only four other times during the past 100 years. History suggests that a correction or outright bear market is coming soon. 10 stocks we like better than S&P 500 Index › The S&P 500 is coming off of a tremendous three-year stretch. How good was it? Historically good. Here is the total return for the index for each of the past three years: Year S&P 500 Total Return 2023 26.3% 2024 25% 2025 17.9% That's three consecutive years in which the index returned more than 15%. It was a combination of circumstances that set off this run. 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 » U.S. stocks were coming off a miserable 2022, when the S&P 500 and long-term Treasuries both lost more than 20% from peak to valley. However, a slowdown in inflation and the end of an aggressive Federal Reserve rate-hiking cycle provided some glimmer of hope. By the latter part of 2022, stocks had reached a bottom. Then 2023 brought the return of conditions that were more favorable, if not ideal, and the beginning of the artificial intelligence (AI) trade. Suddenly, optimism was returning, and it led to a huge rally, especially for the tech sector and its "Magnificent Seven." Three consecutive years of 15%-plus returns in the S&P 500 is actually quite rare. During the past 100 years, it has only happened four other times. 2019 (up 31.5%) , 2020 (18.4%) , and 2021 (28.7%) . Yes, the last time this happened was just a few years ago! It would be easy to forget this, given that the pandemic knocked more than 30% off the index in just a couple of months in 2020. But the S&P 500 recovered all of it by August and spent the latter half of the year setting a series of new all-time highs. , , and . Yes, the last time this h...

Brett_Hondow/iStock Editorial via Getty Images I rate Allstate ( ALL ) a buy based on a Quality-Value edge. My thesis is focusing on the decoupling of underwriting margins from industry cycles through the ALLIE AI ecosystem. This ecosystem has compressed the actuarial latency in pricing risk. The auto Underlying Combined Ratio of 86 is the new baseline for Allstate’s tech-enabled book. Allstate’s aggressive growth in Active Brands (+2.8% PIF) supports the low-cost distribution model. For my thesis major risks are Float Dilution (high-churn non-standard clients degrade the stability of investable capital) and regulatory hardening in California/New York, capping rate adequacy on the legacy book. Allstate IR Structural Decoupling of Underwriting Margins from Cyclicality Wall Street is currently mispricing Allstate stock as a beneficiary of a cyclical hard market, in my opinion. However, Allstate stock should be valued based on the structural shift in its operating leverage. Allstate stock is trading at a P/E of ~7.4x despite a TTM ROE of 34.7% and a Q3-FY2025 Combined Ratio [CR] of 80.1. The market may be assuming mean reversion to historical profitability levels. I think this view is flawed because it ignores the Algorithmic Velocity that emerged from the Transformative Growth strategy and the ALLIE ecosystem. To back this up, historically, insurance profitability suffered from actuarial latency (the time lag between recognizing loss cost inflation and implementing rate earn-in). Allstate has compressed this latency to near zero, and it is creating a stable moat that justifies a valuation re-rating closer to peers like Progressive ( PGR ). Moreso, the bullish catalyst is the link between the Affordable, Simple, Connected [ASC] product architecture (now in 42 states) and Agentic AI. In Q3, there is an observable decoupling happening. Despite social inflation and severity, Allstate ticked an underlying auto CR of 86 and homeowners CR of 59.8 (underlying). This is happen...

India’s efforts to expand oil drilling to previously restricted areas could help attract investments worth $100 billion by the end of the decade, Prime Minister Narendra Modi said Tuesday. Explorers can expect steady demand, as India plans to expand its refining capacity to 6 million barrels a day, adding 1 million by the end of the decade, Modi said in a video speech at the India Energy Week conference. Greater domestic production could dent India’s oil imports, which currently remain the main focus of oil traders’ attention. That’s because while India’s oil output in December averaged 550,000 barrels a day, equivalent to that of OPEC members Congo and Gabon combined, it still makes up a fraction of the country’s total consumption. Domestic production has lagged for decades, leaving India reliant on imports to meet 90% of its oil demand and half of its gas needs. The two fuels alone accounted for 17% of the total goods shipped from overseas in December, a huge drain on the country’s foreign exchange. To stem a crisis expected to worsen as fuel demand increases, India has earmarked nearly 1 million square kilometers of previously ring-fenced area for exploration, in addition to the current 170 blocks already open to drilling. Last year in August, Modi launched the National Deepwater Exploration Mission, which seeks to unlock 600-1,200 million tons of oil and gas reserves through 40 new wildcat wells. The aim of the mission is to double reserves by 2032, triple output by 2047 and ultimately slash import dependency by 88%.

致尚科技（301486）公告，截至公告披露日，股东刘东生持股370.77万股，占2.88%，刘东利持股39.06万股，占0.30%。二人拟因资金需求，自公告披露起3个交易日后的3个月内，通过集中竞价减持合计不超128.68万股，占总股本1%；通过大宗交易减持合计不超257.36万股，占总股本2%。公司总股本1.29亿股。

VOO260717P00500000 互動股市圖表 | VOO Jul 2026 500.000 put 股市 Yahoo 財經

所有人都能预料，2026年，人工智能仍会是关键词；大家都关心，人工智能将走向何方？ 拥挤的具身智能赛道，是否会有更多企业被淘汰？AI是否会改写中国互联网的格局，谁将是“新BAT”？又有哪些超级App会出现？带着这些疑问，《IT时报》记者对话北京智源人工智能研究院行业研究中心负责人倪贤豪。 具身智能迎来一轮洗牌 2025年，具身智能行业陷入“百机大战”。2026年，行业将逼近“出清”，机器人迈入工业场景。 我国具身智能企业数量已超230家，其中人形机器人企业超过100家。当技术走向商业世界，必须经历残酷的丛林厮杀， 如同移动互联网时代的“百团大战”，最后只能留下头部的几家。 然而，本轮人形机器人的技术难度、资金需求均远超“百团大战”，而资本环境较移动互联网时代更为艰难。倪贤豪认为， 行业或将在不久后完成一轮洗牌。 当前，具身智能正从实验室走向量产交付，主力场景从高校研究机构向B端产业迁移。业内已出现多笔亿级订单，人形机器人销量已突破万台，跨入初步商业化阶段。 图源：智元机器人 全球权威市场研究机构Omdia发布的《通用具身机器人市场雷达报告》显示， 2025年，中国机器人厂商整体领跑全球，智元、宇树、优必选成为具身智能行业的“御三家”。 其中，智元以超过5100台的年度出货量，占据全球人形机器人市场39%的份额，在出货量与市场份额两项关键指标上均位居全球第一，而宇树机器人则以4200台的年度出货量位居第二，优必选机器人以1000台的年度出货量位居第三。不过宇树官方回应，2025年人形机器人出货量超过5500台，2025年量产下线超6500台，而且都是纯人形的，不含双臂轮式等其他机器人。 一方面，企业数量远超具身智能赛道的物理承载量与资本供给能力；另一方面，具身智能企业业务模式同质化严重，普遍采用“通用开源大模型+运动控制”在单场景下进行操作优化，这类方法通常在处理分布外场景时频现误差，大大降低了在真实场景落地的实用性。 为了化解融资难题，具身智能企业正在紧锣密鼓地推动IPO进程，除了智元机器人已曲线上市外，宇树机器人已完成上市辅导阶段的验收，乐聚智能启动辅导备案，银河通用与云深处科技也已完成股改，为证券化做好了准备。 倪贤豪预计，2026年，具身智能企业上市的钟声将频繁响起。 谁是AI时代的“新BAT” “我们正在努力打造一个真正的AI超级助手。未来你不需要打开不同的...

(RTTNews) - Nucor Corp. (NUE) will host a conference call at 10:00 AM ET on January 27, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://investors.nucor.com/events-and-presentations/default.aspx The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

(RTTNews) - American Airlines Group Inc (AAL) will host a conference call at 8:30 AM ET on January 27, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://americanairlines.gcs-web.com/events/upcoming-events The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

(RTTNews) - F5, Inc. (FFIV) will host a conference call at 4:30 PM ET on January 27, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://investors.f5.com/events-and-presentations To listen to the call, dial +1 (877) 407-0312 (US) or +1 (201) 389-0899 (International). For a replay call, dial +1 (877) 660-6853 (US) or +1 (201) 612-7415 (International), meeting ID 13757533. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

(RTTNews) - Paccar Inc (PCAR) will host a conference call at 12:00 PM ET on January 27, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://investors.paccar.com/events-and-presentations/default.aspx To listen to the call, dial +1 646 844 6383 (US) or +1 833 470 1428 (International), Access Code: 798198. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

(RTTNews) - HCA Healthcare, Inc. (HCA) will host a conference call at 10:00 AM ET on January 27, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://investor.hcahealthcare.com/events-and-presentations The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

(RTTNews) - Texas Instruments Inc. (TXN) will host a conference call at 4:30 PM ET on January 27, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://investor.ti.com/upcoming-events The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

(RTTNews) - Union Pacific Corp. (UNP) will host a conference call at 8:45 AM ET on January 27, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://investor.unionpacific.com/events-presentations To listen to the call, dial 877-407-8293 (US) or 201-689-8349 (International). The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

(RTTNews) - Boeing Co. (BA) will host a conference call at 10:30 AM ET on January 27, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://investors.boeing.com/investors/events-presentations The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

存储大周期中的极致预期演绎 1月27日，存储芯片板块延续强势，普冉股份（688766.SH）收盘股价创255元历史新高，单日涨幅14.75%，年内累计涨幅已翻倍，当前公司的总市值达378亿元，动态市盈率接近300倍。 普冉股份预告2025年全年净利润约2.05亿元，同比下滑29.89%，预告业绩的亮眼之处是该公司第四季度净利润预计1.46亿元，环比激增超过7倍，业绩增长主要原因是产品涨价与“存储+”系列放量。 在存储行业涨价周期背景下，“股价先行、业绩滞后”成为板块普遍现象，东芯股份（688110.SH）、江波龙（301308.SZ）、兆易创新（603986.SH）等存储龙头均在近日创股价历史新高。随着市场高涨的预期与企业实际利润兑现之间的差距日益突出，2026年一季度以及上半年的盈利增速，将成为检验整个板块的试金石。 全年增收不增利，四季度利润环比激增 公告显示，普冉股份预计2025年增收不增利，预计实现营业收入23.2亿元，同比增加28.63%，归母净利润2.05亿元，同比减少29.89%，预计实现扣非后归母净利润1.7亿元，同比减少36.87%， 业绩披露次日，普冉股份股价刷新历史高点，1月27日该股收报255元，涨幅14.75%，总市值378亿元。市场追捧该公司的热情显然并非源于已实现的业绩，而是对涨价周期的强烈预期，即押注行业景气上行将带来远期利润爆发式增长。 普冉股份全年盈利虽然承压，第四季度实现环比激增。该公司2025年前三季度归母净利润0.59亿元，据此计算，2025年四季度盈利预计达1.46亿元，环比增长711.1%，这也是该公司上市以来单季度盈利首次超过1亿元。 普冉股份在业绩预告中明确提到“产品涨价对业绩的拉动作用”。公司还称，2025 年第二季度开始，受益于存储芯片市场供给格局的有利变化，以及AI 服务器、高端手机、PC 换机等终端需求的集中释放带来的结构优化，同时，公司的MCU 产品以及Driver 等模拟类新产品推出后，使得公司“存储+”系列产品市场份额持续快速提升，共同推动整体收入增长。 预期拔高后的2026业绩兑现挑战 “股价涨在业绩前”是资本市场的常见现象，尤其是当资金对赛道板块达成一致共识，这会迅速推动个股进入加速上涨趋势。 1月以来，普冉股份的累计涨幅超过100%，2025年以来累计涨幅达254%。相比业绩增幅，公司的估值已远远...

格隆汇1月27日｜美国联合包裹运送服务公司（UPS）预计2026年收入约为897亿美元，市场估计为879.5亿美元。预计2026年资本支出约为30亿美元，市场预估为37.2亿美元。