委內瑞拉的街頭，排隊本是尋常景象，但除了為了購買糧食或日用品，為了繳納個人入息稅也要排隊。在繳稅限期的最後一天，大批納稅人在稅務局外露天輪候，成為當地獨特的社會風景，甚至吸引媒體到場採訪。 遲交影響大 納稅為便利生活 為何民眾如此「積極」繳稅？有當地華人解釋，在委內瑞拉，完稅證明是日常生活中許多交易的必要文件。購物、兌換美金、購買電器等，商家或機構「第一時間就會問你有沒有交稅」。若未能出示證明，將處處碰壁。因此，對許多市民而言，欠稅導致的罰款事小，但影響往後的購物與金融活動才是大問題。 委內瑞拉的個人入息稅率介乎百分之6至34。不過，有納稅人透露，當地避稅、逃稅情況普遍，不少人只是「象徵式」報稅，實際稅務負擔有限。 電視台直播「交稅現場」 局長稱稅收增被指「假盈喜」 繳稅人潮規模龐大，稅局需加派職員應付。這場面不僅在香港或其他地方罕見，連當地電視台也高度重視，特別製作了名為「交稅現場」的特備節目，直播排隊盛況。 稅務局長事後「扑咪」（接受記者手持麥克風採訪）表示，今年稅收有所增加。然而，有分析指出，這可能只是「假盈喜」。由於委內瑞拉貨幣大幅貶值，即使名義稅收數字上升，實際價值可能不增反減。 「呼吸稅」提案曾惹爭議 提到委內瑞拉的特殊稅項，不得不提當年曾一度引發國際關注的「呼吸稅」提案。首都加拉加斯機場曾計劃向每名離境乘客徵收約20美元（折合港幣150多元）的費用，理由是機場引入了新型「臭氧離子空氣」空調系統，能除臭消毒，因此希望乘客分擔高昂成本。 此提案被外界質疑是機場為了償還債務而「巧立名目」，最終在輿論壓力下不了了之。提案雖未實行，但已成為一則國際趣聞。

持續的寒潮為中國多地帶來降雪與冰封美景，塑造出各具特色的冬季景觀。在貴州銅仁與新疆博斯騰湖，大自然以截然不同的方式展現了寒冬的詩意與力量。 貴州梵淨山迎初雪 雲瀑與雪線交織如畫 在貴州省銅仁市，受強冷空氣影響，梵淨山迎來了新年的第一場降雪。積雪主要分布在海拔約2,200米的中山地带，而更高處的紅雲金頂、老金頂及蘑菇石等景點此次並未覆雪，形成了「雪僅覆山腰」的獨特景象。雲霧如瀑布般流淌於山巒之間，與白雪相映，為景觀增添了寧靜與詩意。 由於氣溫偏低，景區部分路段出現結冰，管理部門建議遊客出行前及時了解路況信息，確保安全。 新疆博斯騰湖現「冰推」奇觀 冰脊延綿數公里 在新疆博斯騰湖，風浪推湧的冰塊在湖岸堆疊成高聳而連綿的冰脊，延伸長達數公里。這一自然現象稱為「冰推」，主要由氣溫回升與強風共同作用形成：當天氣轉暖，湖岸附近的冰層首先融化，強風將浮冰推向岸邊，堆積成可高達10米以上的冰壘。 每年冬春季節，博斯騰湖沿岸都會出現這樣的冰推景觀，冰脊高度多達1至2米，成為當地令人震撼的自然奇觀。這不僅展現了湖泊冬季的動態美感，也體現了自然力量對地貌的瞬間塑造。 寒潮下的中國南北 冬景各具風情 從西南山地的初雪雲瀑，到西北湖泊的冰推長壘，中國廣闊疆域在寒潮中呈現出豐富多樣的冬季面貌。這些景象不僅為遊客與攝影愛好者提供了獨特的體驗，也成為氣候與地理環境互動的生動註腳，展現中國自然景觀的四季韻律。 ▸ TVB新聞+｜《航拍中國》推出【升級版】！隨音樂節拍，帶你翱翔大江南北俯瞰山河，看遍960萬平方公里遼闊瑰麗美景！

00:03 Speaker A Time now for to watch Thursday, January 29th. We're going to start off on the earnings front. If you didn't get enough tech earnings, we have more on the way Thursday, headlined by Apple's first quarter results. The iPhone maker reporting after the market's close, and I was anticipating Apple's report may hinge less on iPhone demand, and more on margins this quarter. Memory prices are rising sharply, and while Apple is likely insulated in the near term, investors will be listening closely to guidance for signs of pressure 00:29 Speaker A later this year. Another key metric analysts are watching, whether delayed iPhone sales finally show up in Q1, and if services growth can help offset higher hardware costs. Moving over to housing, we're going to be getting new mortgage rate data from Freddie Mack on Thursday. 30-year fixed rate ticking up to 6.09% in the previous reading, elevated rates and affordability issues continuing to be a thorn in the side of not just home buyers, but also President Trump. And on the job front, fresh data coming in on Thursday with 00:53 Speaker A initial jobless claims, Thomas forecasting claims to increase compared to the week prior, 205,000 signaling slightly more people filing for unemployment for the first time.

2026 Brings Big Changes To Charitable-Deduction Rules Now that we're into 2026, many provisions of last year's One Big Beautiful Bill Act (OBBBA) are coming to life. One set of tweaks brings major changes to the tax treatment of charitable contributions , getting non-itemizers back into the tax-saving game but curtailing tax benefits for itemizers and higher-income filers. Ever since standard deductions were nearly doubled in 2018, far fewer Americans have been itemizing their deductions -- only about 9% in recent years. For the masses, that reduced the appeal of charitable donations, since the only way to benefit from contributions was via an itemized deduction. Losing a major selling point, the country's charities pushed for the creation of an "above-the-line" deduction for non-itemizers . With the 2025 OBBBA, their ship came in. Which organizations are on your 2026 donation list? Let us know in the comments In 2026, single people who take the standard deduction can deduct up to $1,000 in cash gifts to qualified 501(c)(3) public charities. For married couples, it's $2,000 . You can't take an above-the-line deduction for contributions to donor-advised funds or private foundations. As usual, the IRS requires that you have a written acknowledgement from a charity that you give $250 or more. Unlike itemized charitable contributions, there's no carry-forward for contributions that exceed your cap on the deduction in a given year. This new deduction feature of the tax code has no expiration date, and it will be adjusted for inflation going forward. Non-profit institutions are welcoming the change. "The new above-the-line deduction will make it easier for Americans to support causes they care about,” says Daniel McAdams, executive director of the Ron Paul Institute for Peace and Prosperity . "A healthy non-profit sector is critical to a free society." While the OBBBA is all good news for the standard-deduction crowd, the new law tightened charitable tax-deductions for th...

Microsoft reported a marginal decline in the growth of its cloud-computing unit while the company’s capital expenditure increased about 66% year-on-year. The Microsoft stand, during the first day of Mobile World Congress 2016 in Barcelona, 22nd of February, 2016. (Photo by Joan Cros/NurPhoto) (Photo by NurPhoto/NurPhoto via Getty Images) The company posted revenue of $81.3 billion, 17% higher than the same period last year and beating street expectations of $80.25 billion. Earnings also beat market estimates, with Q2 earnings per share coming in at $4.14, increasing 24% year-on-year. Amy Hood, Microsoft’s CFO, said about two-thirds of the company’s capital expense was on short-lived assets, including GPUs and CPUs. Microsoft Corp. (MSFT) shares slumped over 7% in after-hours trading on Wednesday despite the company reporting second-quarter (Q2) 2026 results that beat Wall Street expectations. However, the company reported a marginal decline in the growth of its cloud-computing unit, Azure, which clocked a 38% growth in sales for the latest quarter, compared to 39% growth in the same period last year. The company’s capital expenditure increased about 66% year-on-year, to $37.5 billion. Q2 Results The world’s largest software vendor posted revenue of $81.3 billion, 17% higher than $69.63 billion from the same period last year. The latest revenue numbers beat street expectations of $80.25 billion as per data from Fiscal.ai based on 39 analyst estimates. Earnings also beat market estimates, with Q2 earnings per share coming in at $4.14, increasing 24% year-on-year, and beating analyst estimates of $3.95, as per Fiscal.ai data. “We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises," said Satya Nadella, chairman and CEO of Microsoft in a statement. “We are pushing the frontier across our entire AI stack to drive new value for our customers and partners,” Nadella added. Capex R...

is a senior reporter covering technology, gaming, and more. He joined The Verge in 2019 after nearly two years at Techmeme. Posts from this author will be added to your daily email digest and your homepage feed. Sebastiaan de With, known for his work on apps like Halide, Kino, and Orion as the co-founder of Lux, is joining Apple’s design team, he announced today. “So excited to work with the very best team in the world on my favorite products,” de With says in his post. It’s unclear what the future of Lux or its apps will be given de With’s new role. de With and Apple didn’t immediately reply to a request for comment. de With has worked with Apple in the past; on his website, he says that he has done “design work for various companies like Apple, where I worked on iCloud / MobileMe and the Find My apps.”

Uladzimir Zuyeu/iStock via Getty Images Introduction After delivering a triple play for Q4 2025, Meta Platforms, Inc. ( META ) stock is rising by ~9% to $729 per share in the post-market session. In this report, we break down Meta's latest quarterly results and reassess its long-term risk/reward to reach an informed investment decision. Dissecting Meta's Q4 2025 Report For Q4 2025, Meta reported revenues of $59.89B [+24% y/y] and non-GAAP EPS of $8.88 per share, beating consensus estimates of $58.47B and $8.18 per share, respectively. Seeking Alpha And, these stronger-than-expected results were driven by continued improvement across Meta's core KPI metrics, with Family of Apps [FOA] DAPs up 7% y/y to 3.58B, FOA Ad Impressions up 18% y/y, and FOA Average Price Per Ad up +6% y/y in Q4 2025. Meta Investor Relations Now, while Meta exceeded management's CAPEX guide for 2025 of $70-72B by a sliver, total expenses fell within management's guided range of $116-118B. Consequently, Meta delivered operating income of ~$25B, operating cash flow of ~$36B, and free cash flow of ~$14B for Q4 2025. According to Mark Zuckerberg, Meta founder and CEO, We had strong business performance in 2025. I'm looking forward to advancing personal superintelligence for people around the world in 2026. Looking forward, Meta's leadership is guiding for Q1 2026 revenue to come in the range of $53.5-56.5B, well above the pre-ER consensus of $51.4B, thereby completing the triple play for Q4. Meta Investor Relations Interestingly, Meta's total expense guide of $162-169B calls for a 40% y/y jump in expenses in 2026, with CAPEX expected to rise to $115-135B (from ~$72B in 2025) to support Meta's ongoing quest for superintelligence. Despite management projecting 2026 operating income to be higher than 2025, I think such heavy CAPEX spending will raise several question marks around ROI in the investor community, given that expense growth is far outpacing revenue growth. Now, that said, the social media/d...

Uladzimir Zuyeu/iStock via Getty Images Introduction After delivering a triple play for Q4 2025, Meta Platforms, Inc. ( META ) stock is rising by ~9% to $729 per share in the post-market session. In this report, we break down Meta's latest quarterly results and reassess its long-term risk/reward to reach an informed investment decision. Dissecting Meta's Q4 2025 Report For Q4 2025, Meta reported revenues of $59.89B [+24% y/y] and non-GAAP EPS of $8.88 per share, beating consensus estimates of $58.47B and $8.18 per share, respectively. Seeking Alpha And, these stronger-than-expected results were driven by continued improvement across Meta's core KPI metrics, with Family of Apps [FOA] DAPs up 7% y/y to 3.58B, FOA Ad Impressions up 18% y/y, and FOA Average Price Per Ad up +6% y/y in Q4 2025. Meta Investor Relations Now, while Meta exceeded management's CAPEX guide for 2025 of $70-72B by a sliver, total expenses fell within management's guided range of $116-118B. Consequently, Meta delivered operating income of ~$25B, operating cash flow of ~$36B, and free cash flow of ~$14B for Q4 2025. According to Mark Zuckerberg, Meta founder and CEO, We had strong business performance in 2025. I'm looking forward to advancing personal superintelligence for people around the world in 2026. Looking forward, Meta's leadership is guiding for Q1 2026 revenue to come in the range of $53.5-56.5B, well above the pre-ER consensus of $51.4B, thereby completing the triple play for Q4. Meta Investor Relations Interestingly, Meta's total expense guide of $162-169B calls for a 40% y/y jump in expenses in 2026, with CAPEX expected to rise to $115-135B (from ~$72B in 2025) to support Meta's ongoing quest for superintelligence. Despite management projecting 2026 operating income to be higher than 2025, I think such heavy CAPEX spending will raise several question marks around ROI in the investor community, given that expense growth is far outpacing revenue growth. Now, that said, the social media/d...

helen89 Jersey Mike's appears to be pushing forward with its IPO plans. Sources told Bloomberg that the company is working with Morgan Stanley ( MS ), JPMorgan Chase ( JPM ), and Jefferies Financial ( JEF ) to explore an IPO that would value the company well above $12B. Notably, Blackstone ( BX ) paid $8B for a majority stake completed in early 2025. Jersey Mike's traces its roots to 1956, when the original Mike’s Subs opened in Point Pleasant, New Jersey. Founder Peter Cancro bought that store and began to franchise the chain in the late 1980s. From the original single store, Jersey Mike’s has scaled to operate over 3,200 sandwich shops across the U.S. and Canada. It is largely recognized as one of the fastest-growing fast-casual brands. Importantly, c onsumer surveys point to strong name recognition and favorability for the chain. Looking ahead, Jersey Mike’s has announced a major international push, signing a franchise agreement to open 400 stores in the United Kingdom and Ireland as part of a broader global expansion strategy. A Jersey Mike's IPO could help fund the international expansion plans while providing investors exposure to a scaled franchisor model with recurring royalty streams and asset-light economics. Jersey Mike's competes directly with Jimmy John’s, Firehouse Subs, Potbelly (PBPB), Quiznos, and Penn Station East Coast Subs. On a more indirect basis, Jersey Mike's scraps for lunch traffic with Panera ( PANERA ), Portillo's ( PTLO ), McDonald's ( MCD ), Wendy's ( WEN ), and Burger King ( QSR ). More on the restaurant sector The Ultimate Guide To The Restaurant Industry In 2026 2026 Market Outlook: Besides AI, Consumers Will Determine The Way Will the FAT Brands bankruptcy put the Johnny Rockets, Twin Peaks, Fat Burger, and Ponderosa chains in play? These are the hardest-hit restaurant stocks after the massive U.S. winter storm Seeking Alpha’s Quant Rating on AdvisorShares Restaurant ETF

财联社1月29日讯，昨日沪指、深成指冲高回落，创业板指高开低走，盘中一度跌超1%。沪深两市成交额2.97万亿，较上一个交易日放量704亿。盘面上，全市场超3600只个股下跌。从板块来看，资源股全天领涨，贵金属、油气、电解铝方向轮番爆发，中国黄金4连板，湖南黄金3连板，中曼石油、晓程科技3天2板，四川黄金10天6板，招金黄金8天5板，石化油服、准油股份涨停，中国铝业涨停创16年新高。分散染料概念集体走高，浙江龙盛、闰土股份、亚邦股份涨停。存储芯片概念表现活跃，中微半导触及20CM涨停，气派科技20CM涨停。下跌方面，医药医疗、光伏等板块跌幅居前。其中医药医疗概念走弱，百普赛斯、必贝特跌超10%，恒瑞医药11连阴。截至收盘，沪指涨0.27%，深成指涨0.09%，创业板指跌0.57%。 在今日券商晨会上，天风证券认为，黄金或仍有较大上涨空间；招商证券认为，春季行情有望延续 关注电子、传媒等板块；中金公司认为，美联储1-5月有望暂缓降息，待新任主席年中上任后再降息1-2次。 天风证券：黄金或仍有较大上涨空间 往后看，黄金方面仍有较大上涨空间。的4点定价因子：通胀预期、实际利率、经济和政策不确定性带来的避险需求、中央银行与官方部门购买，其中后两项因子的影响在近几年放大。近期如果地缘缓和，黄金可能暂时回调；但预计上涨周期并未结束，美国财政问题、美元信用下滑、经济前景和政策的不确定性、央行购买需求，或将继续支撑黄金上行。 招商证券：春季行情有望延续 关注电子、传媒等板块 历史上春季行情平均持续天数约70天，期间上证指数涨幅中位数约13.7%，本轮春季行情从2025年12月17日开始，目前仅一个月，考虑到今年春节时间较晚叠加当前慢牛的环境，春季行情有望持续更长时间。结合中观景气、盈利能力、筹码分布、估值、交易、周期阶段和赛道价值等多个维度，本期推荐关注：电子（半导体）、传媒（广告营销、游戏、影视）、机械（自动化设备、工程机械）、电力设备（电池、电网设备、光伏设备）、基础化工、社会服务等。 中金公司：美联储1-5月有望暂缓降息，待新任主席年中上任后再降息1-2次 1月会议佐证了美国经济和就业市场更加乐观的判断，随着就业数据进一步回升，1-5月（即3月和4月会议）联储将继续暂缓降息；5月中旬新联储主席就任后，可能会降息1-2次。关注联储主席候任人以及联储独立性相关问题。贝森特表示，联储...

国家医保局办公室、国家中医药局综合司发布关于确定中医优势病种按病种付费试点地区的通知，根据《关于开展中医优势病种按病种付费试点工作的通知》要求，国家医保局、国家中医药局组织专家对申报中医优势病种按病种付费试点的地区开展遴选，经相应程序，确定北京、河北等9个省份以及内蒙古通辽、辽宁沈阳等9个城市纳入试点。中医优势病种按病种付费试点地区要进一步完善试点实施方案，细化工作举措，明确时间节点和任务分工，定期总结工作进展及成效，积极稳步推进试点工作，积累一批中医药医保支付改革经验，并逐步向全国推广，试点过程中如遇重大问题及时反馈。

微软 股价大幅下跌，该公司支出飙升至历史新高，而云业务销售额增长放缓，投资者担心其人工智能投资可能需要比预期更长的时间才能获得回报。 第二财季资本支出达到375亿美元，比上年同期增长66%，超过分析师预期的362亿美元。 经汇率波动调整后，Azure云计算部门当季营收增长38%，勉强符合分析师预期。但这一增速较上一季度放缓。该公司预计当前财季Azure销售额将增长37%至38%。 微软股价在盘后交易中下跌约7%，纽约常规交易时段收于481.63美元。 该公司周三发布称，季度总销售额增长17%至813亿美元，每股收益为5.16美元。净利润增长主要得益于微软对OpenAI的投资收益，该投资使每股收益增加了1.02美元。 分析师此前预计销售额为803亿美元，每股收益为3.92美元。 责任编辑：王永生

格隆汇1月29日｜据彭博，索尼集团与新加坡主权财富基金政府投资公司（GIC）将成立合资公司，共同收购音乐版权，计划为该项目投入20亿至30亿美元。索尼音乐部门将负责管理所收购的版权库，包括向流媒体平台分发音乐，以及授权老歌用于电影和广告。这家合资公司将为索尼提供资金以扩充其歌曲库，并计划在不同流派中寻找优质、知名的音乐资产。

Key Takeaways Apple is slated to post its latest quarterly earnings after the market closes Thursday, with the iPhone maker expected to report record revenue. Options pricing suggests traders expect the stock could moving about 4% in either direction following the results. Apple is slated to report its fiscal first-quarter earnings after the closing bell Thursday, with traders anticipating a sizable move in the iPhone maker's stock following the results. Based on current options pricing, traders expect Apple's (AAPL) stock could move about 4% in either direction by the end of the week. A move of that size from Wednesday's close around $256 could lift the stock to $266 at the high end, 7% off its December record, while the low end would put shares around $247. Apple shares are currently about 11% below their early December highs reached amid positive signals about the global smartphone market and demand for the iPhone 17. The tech giant topped estimates in its last report in October, when CEO Tim Cook said Apple looked to be on track for its best-ever holiday season for iPhone sales. Why This Matters to Investors Apple typically reports its strongest results of the year in the quarter that includes the holiday season, and strong iPhone sales could be enough to boost the stock. Many investors and analysts may also be looking for updates from Apple on its AI efforts amid worries it has lagged behind other tech giants. Apple is seen posting record revenue of $138.11 billion, while earnings per share are projected to come in at $2.67, each up 11% year-over-year, according to Visible Alpha estimates. Analysts at JPMorgan, UBS, and Morgan Stanley recently said that an ongoing memory chip shortage has raised some concerns about Apple's margins, however. Though they suggested the impact on Apple may be limited, they warned solid iPhone results could potentially be overshadowed by worries about rising memory costs. Wall Street analysts lean more bullish than bearish on Apple'...

Key Takeaways Apple is slated to post its latest quarterly earnings after the market closes Thursday, with the iPhone maker expected to report record revenue. Options pricing suggests traders expect the stock could moving about 4% in either direction following the results. Apple is slated to report its fiscal first-quarter earnings after the closing bell Thursday, with traders anticipating a sizable move in the iPhone maker's stock following the results. Based on current options pricing, traders expect Apple's (AAPL) stock could move about 4% in either direction by the end of the week. A move of that size from Wednesday's close around $256 could lift the stock to $266 at the high end, 7% off its December record, while the low end would put shares around $247. Apple shares are currently about 11% below their early December highs reached amid positive signals about the global smartphone market and demand for the iPhone 17. The tech giant topped estimates in its last report in October, when CEO Tim Cook said Apple looked to be on track for its best-ever holiday season for iPhone sales. Why This Matters to Investors Apple typically reports its strongest results of the year in the quarter that includes the holiday season, and strong iPhone sales could be enough to boost the stock. Many investors and analysts may also be looking for updates from Apple on its AI efforts amid worries it has lagged behind other tech giants. Apple is seen posting record revenue of $138.11 billion, while earnings per share are projected to come in at $2.67, each up 11% year-over-year, according to Visible Alpha estimates. Analysts at JPMorgan, UBS, and Morgan Stanley recently said that an ongoing memory chip shortage has raised some concerns about Apple's margins, however. Though they suggested the impact on Apple may be limited, they warned solid iPhone results could potentially be overshadowed by worries about rising memory costs. Wall Street analysts lean more bullish than bearish on Apple'...

黄金价格飙升至每盎司5500美元以上的历史新高水平，延续了美元走软及对美联储下任主席将进一步放松货币政策的预期所推动的迅猛涨势。 金价周四早盘一度飙升3.2%。其前一交易日上涨了4.6%，创下2020年3月新冠疫情最严重时期以来的最大单日涨幅。今年以来，受地缘政治紧张局势加剧以及投资者抛售主权货币、债券影响，金价暴涨。 银价也再创新高，一度升破每盎司119美元。 责任编辑：王永生

NEW YORK, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Mesoblast Limited (Nasdaq:MESO; ASX:MSB), global leader in allogeneic cellular medicines for inflammatory diseases, today provided highlights of its recent activities for the second fiscal quarter ended December 31, 2025. “This quarter was highlighted by continued strong Ryoncil® sales and the establishment of a new lower-cost non-dilutive financing facility both of which enable greater flexibility for strategic partnerships and pursuit of label expansion for Ryoncil®,” said Mesoblast Chief Executive Dr. Silviu Itescu. FINANCIAL HIGHLIGHTS FOR QUARTER ENDED DECEMBER 31, 20251 Ryoncil ® gross sales for the quarter were US$35 million, a 60% increase on the prior quarter ended September 30, 2025, and net revenues were US$30 million. 1 gross sales for the quarter were US$35 million, a 60% increase on the prior quarter ended September 30, 2025, and net revenues were US$30 million. Mesoblast entered into a new non-dilutive credit-line totaling US$125 million at a fixed interest rate of 8.00% per annum, a substantial reduction from Mesoblast's current debt facilities, with a five-year interest only period. The initial US$75 million drawn is unsecured until the remainder of the secured debt is repaid, no later than July 8, 2026, after which the entire new facility will be secured solely with the Temcell 2 royalty. royalty. Mesoblast had US$130 million of cash at December 31, 2025. Net operating cash spend for the quarter was US$16 million. Mesoblast expects to see reduction in net cash spend over the remainder of the fiscal period based on projected receipts from quarterly revenues and tight control of operating expenses. OPERATIONAL HIGHLIGHTS FOR QUARTER ENDED DECEMBER 31, 2025 Ryoncil® is the first mesenchymal stromal cell (MSC) product approved by the U.S. Food and Drug Administration (FDA) for any indication, and the only product approved for children under age 12 with steroid-refractory acute graft-versus-host disease (SR-aG...

Source: Bloomberg, 0:00

面对美元汇率波动，外汇基金亦增加了非美元资产在投资组合内的占比 香港金管局发布2025年外汇基金成绩单。图：陈永诺/中新社/视觉中国 【财新网】 香港金管局发布2025年外汇基金成绩单。得益于股票、债券和主要非美元货币汇兑同时录得正回报，去年外汇基金投资收入达3310亿港元，同比增加51.3%，创有纪录以来新高。 香港外汇基金是香港政府的财政储备，用以支撑港元汇率稳定，由金管局代为管理。 香港金管局总裁余伟文指出，外汇基金各主要组成部分同时取得正回报的情况非常特殊，在过去15年中只曾于2017年和2020年出现。他坦言，2025年全球市场出现多项利好因素叠加的特殊情况未必能长期持续。

An immigration judge on Wednesday granted asylum to a Chinese national who he said had a “well-founded fear” of persecution if sent back to China after exposing human rights abuses there. Guan Heng, 38, applied for asylum after arriving in the US illegally in 2021. He has been in custody since being swept up in an immigration enforcement operation in August as part of a mass deportation campaign by the Trump administration. The Department of Homeland Security initially sought to deport Guan to Uganda, but dropped the plan in December after his plight raised public concerns and attracted attention on Capitol Hill. Advertisement Guan in 2020 secretly filmed detention facilities in Xinjiang, adding to a body of evidence of what activists say are widespread rights abuses in the Chinese region, where as many as 1 million members of ethnic minorities, especially the Uygurs, have been locked up. During Wednesday’s hearing in Napanoch, New York, Guan was asked if his intention in filming the detention facilities and then releasing the video a few days before arriving in the US was to give him grounds to apply for asylum. He said that was not his goal. A Chinese flag flies over an entrance to the inmate detention area at the Urumqi No 3 Detention Centre in Xinjiang in April 20211. Photo: AP “I sympathised with the Uygurs who were persecuted,” Guan, speaking by video link from the Broome County Correctional Facility, told the court through a translator.

Earnings Call Insights: BXP, Inc. (BXP) Q4 2025 Management View Owen Thomas, CEO & Chairman of the Board, reported that BXP had "a very strong year of performance in 2025 in all areas critical to our business, namely leasing, asset sales, development starts and deliveries, financing and client service, notwithstanding our below reforecast FFO per share outcome for the fourth quarter." He highlighted progress in leasing, asset sales, deleveraging, development, and capital raising, with over 1.8 million square feet leased in the fourth quarter and 5.5 million square feet for the year, "well above our goals for the year." Thomas confirmed BXP is ahead or on track with the business plan outlined at the September investor conference, reiterating confidence in achieving a "4% occupancy gain over the next 2 years." Asset sales remain central, with 12 assets sold for net proceeds of over $1 billion in 2025 and January, and 8 more under contract for $230 million in 2026. "In total, we have 21 transactions closed or well underway with estimated net proceeds of roughly $1.25 billion." Thomas stated, "we have exited the Life Science business on the West Coast, but remain committed to the sector through our substantial life science holdings in the Boston region." New development is focused on pre-leased office opportunities and multifamily projects with equity partners. Thomas detailed the pre-leased 2100 M Street project in Washington, D.C., and progress with 343 Madison Avenue in New York, where "we finalized a lease commitment with Starr for 29% of the space...and are negotiating a letter of intent for another 16% of the building." Michael LaBelle, Executive VP, Treasurer & CFO, stated: "For 2025, we reported total consolidated revenues of $3.5 billion and full year FFO of $1.2 billion or $6.85 per share. Our fourth quarter FFO was $1.76 per share, and it came in short of the midpoint of our guidance by $0.05 per share due primarily to higher-than-anticipated G&A expense and ...

Key Points It posted a mixed first quarter. It beat the consensus analyst revenue forecast but missed on profitability. 10 stocks we like better than Starbucks › Wednesday morning, Starbucks (NASDAQ: SBUX) posted a quarterly earnings report that beat analyst revenue expectations. That wasn't enough to lift its shares into positive territory, though they only dipped by 0.6% in price on the day. Lukewarm performance? Before market open, Starbucks served up its first quarter of fiscal 2026 results. For the period, its net revenue rose 6% year over year to $9.9 billion. That was on the back of 4% growth in global comparable store sales. 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 » The bottom line followed a much different trajectory. The company's net income in accordance with generally accepted accounting principles (GAAP) fell to $293 million from first quarter 2025's nearly $781 million. On a per-share, non-GAAP (adjusted) basis, net earnings declined to $0.56 from $0.69. Starbucks beat the average analyst estimate for revenue, but missed slightly for profitability. Collectively, pundits tracking the coffee slinger were modeling net revenue of slightly more than $9.6 billion and adjusted net income of $0.59 per share. The company managed to squeeze out growth in both its U.S. stores and its international outlets. It attributed the decline in profitability to labor investments it said were tied to its "Back to Starbucks" revitalization strategy and to inflationary pressures, primarily higher coffee input costs and tariff-affected expenses. Not a disaster, but not a runaway success either Starbucks also provided guidance for the entirety of the current fiscal year. It's forecasting that both net revenue and comparable sales will grow at a 3% clip over fiscal 2025, not least because it anticipates the opening of roughly 600 to 650 net new coffee s...

机构认为，当前市场虽有降温，但牛市的核心驱动力未发生改变。 【财经日历】 美联储公布利率决议 美国12月核心PCE物价指数年率 第五届东盟轨道交通国际峰会(马来西亚吉隆坡，1/29-1/30) 财报发布：微软、Meta、特斯拉、IBM ►►上海期货交易所发布公告，再次对黄金、白银等期货涨跌停板幅度、交易保证金比例进行调整，其中，镍期货已上市合约的涨跌停板幅度调整为11%，套保持仓交易保证金比例调整为12%，一般持仓交易保证金比例调整为13%；氧化铝、铅、锌期货已上市合约的涨跌停板幅度调整为9%，套保持仓交易保证金比例调整为10%，一般持仓交易保证金比例调整为11%；不锈钢、铸造铝合金、螺纹钢、热轧卷板期货已上市合约的涨跌停板幅度调整为7%，套保持仓交易保证金比例调整为8%，一般持仓交易保证金比例调整为9%；黄金期货AU2606、AU2608、AU2610、AU2612、AU2702合约涨跌停板幅度调整为16%，套保持仓交易保证金比例调整为17%，一般持仓交易保证金比例调整为18%；白银期货AG2605、AG2606、AG2607、AG2608、AG2609、AG2610、AG2611、AG2612、AG2701合约涨跌停板幅度调整为16%，套保持仓交易保证金比例调整为17%，一般持仓交易保证金比例调整为18%。 上海黄金交易所于同日发布公告，对白银延期合约交易保证金水平和涨跌停板比例进行调整，自2026年1月30日（星期五）收盘清算时起，Ag（T+D）合约的保证金水平从19%调整为20%，下一交易日起涨跌幅度限制从18%调整为19%。 ►►据工业和信息化部，强制性国家标准《轻型汽车自动紧急制动系统技术要求及试验方法》（GB 39901—2025），将于2028年1月1日正式实施。 ►►据中国房地产报，1月28日，有消息称，多家房地产企业已不再被监管部门要求每月上报“三道红线”相关数据，仅部分出险房企需向总部所在城市的风险处置专班组定期汇报资产负债率等核心财务指标。一家大型央企相关负责人表示：“其他企业不清楚，但我们没有被要求按月报送相关指标。”一家混合制房企内部人士也表示，并未收到相关报送要求。受访的两家出险房企也表达了类似意思。其中一家出险房企总裁表示：“暂时也还没确定，但银行那边确实表示目前‘三道红线’的管控不再持续强调了。但银行对新增贷款的审批和监管依然从严把...

专题：美联储维持基准利率不变 鲍威尔排除加息可能性 并建议继任者“远离政治” 双线资本CEO杰弗里·冈拉克周三表示，他预计美联储将在鲍威尔担任主席的剩余任期内维持利率不变，并对经济前景持更加平衡的态度。 “我几乎可以肯定，在鲍威尔的领导下，不会再有降息了，”冈拉克在一次采访中说道。“我认为他正在竭力强调，通胀虽然略高，但并没有几个月前人们担心的那么糟糕，而且失业率也不再出现任何显著的单独上升。” 鲍威尔的任期将于今年5月份结束，他作为美联储主席只剩下两次政策会议要主持，分别在3月和4月。如果获得参议院的确认，美联储6月份的会议将由一位新主席主持。 周三，美联储将隔夜贷款利率维持在3.5%至3.75%的区间不变。会后声明指出，经济活动“稳步扩张”，同时政策制定者也注意到失业率已出现企稳迹象。 鲍威尔在新闻发布会上表示：“我认为，我的许多同事也认为，根据目前公布的数据，很难断言当前的政策已经相当严格。” 据芝商所集团（CME）的FedWatch工具显示，联邦基金期货交易表明，到2026年底，美联储可能会降息两次，每次降息幅度为25个基点。 “他谈到要减少美联储在价格稳定和充分就业这两个目标上的冲突，我非常赞同这一点，”冈拉克说道，“我认为他正在为此铺路。” 冈拉克重申了他对国际投资的偏好，建议投资者考虑将30%至40%的投资组合配置于未对冲的国际股票。他表示，此类投资可受益于当地货币兑美元的升值。 责任编辑：于健 SF069

格隆汇1月29日｜高盛将印尼股市评级下调至低配。

财联社1月29日电，现货黄金回落至5500美元以下，短线回落超100美元，早前一度逼近5600美元/盎司。

格隆汇1月29日｜华泰证券指出，恒生指数创2021年以来新高。周三恒生指数和恒生科技指数均上涨超过2.5%，恒生指数突破27800点，创2021年以来新高。年初以来，A股大盘指数沪深300基本横盘，上证指数在月中开始横盘整理，但港股在内外资共振、盈利估值共同修复下走出了新老经济均衡上涨的“慢牛形态”。往后看，一季度流动性、资金和盈利共振下港股或仍有空间，年度维度，我们更建议以投资心态而非投机心态看待港股机会，春节到3月可能是港股年度空间大小和风格是否切换的关键时点。短期建议关注AI链、特色消费与创新药优质龙头，中期超配资源品、保险和香港本地股。

Just days after a court in Tokyo ordered the North Korean government to compensate Japanese citizens who it had lured with the promise of “paradise on Earth”, the victorious plaintiffs are drawing up a strategy to force Pyongyang to pay up. The Tokyo District Court ruled on Monday that three plaintiffs and the family of another claimant who died before the case was concluded should each receive 22 million yen (US$144,000) in compensation for the suffering they endured before escaping from the North and returning to Japan Representatives of North Korea did not attend any of the hearings or submit written arguments in defence of the state. Advertisement The lawyer who led the case said he expected Pyongyang to ignore the judgement, but that preparations were already under way to enforce it under Japanese civil law. “We have got the judgement we wanted and, under Japanese civil enforcement procedures, it is now the responsibility of the plaintiffs’ creditors to identify assets that can be seized,” Kenji Fukuda told This Week in Asia. One of the plaintiffs, Eiko Kawasaki (centre), and lead lawyer Kenji Fukuda (left) speak at a press conference in Tokyo on Monday after a court ordered the North Korean government to pay compensation to former residents who moved to the North under a state-backed repatriation programme. Photo: AFP “We are planning to draw up an inventory of the North Korean government’s assets here in Japan and we intend to move forward and start procedures to seize those assets,” he said.