据报道称，伊朗外长Abbas Araghchi与美国特使威特科夫就多项议题交换“非正式”信息。 “很难称之为谈判”。 未指明的国家提议帮助交换信息。 “我们已为任何局面做好准备”。 责任编辑：何云

Intel Arc B390 beats AMD’s mainstream iGPUs and nears RTX 4050-level performance in some tests VideoCardz.com

Rothschild & Co Redburn upgraded Meta to Buy and lifted its price target to $900, arguing the company can keep gaining share in non-search digital ads.

Micron was pulled into the memory market's change in focus to high-bandwidth memory products and became a top AI infrastructure name. Just a few years ago, the memory market was in bad shape. Both the DRAM (dynamic random access memory) and NAND (flash memory) markets were oversupplied, and Micron Technology (MU 1.18%) saw its revenue cut nearly in half in fiscal 2023. Meanwhile, its debt ballooned to over $13 billion. Fast forward to 2026, and the company is entering what looks to be a memory super-cycle, completely flipping the script from just a few years prior. As the artificial intelligence (AI) infrastructure buildout continues to ramp up, Micron is one of the best-positioned companies in the space. Micron is making new memories Micron is one of the world's three main DRAM companies, alongside Samsung and SK Hynix. It also participates in the NAND market. About 80% of its revenue comes from DRAM and 20% from NAND. DRAM has seen a huge surge in demand and prices due to the AI infrastructure buildout. The reason is that for graphics processing units (GPUs) and other AI chips to perform at their best, they need high bandwidth memory (HBM), which is a specialized form of DRAM. HBM stores data and allows AI chips to quickly retrieve and transfer it, greatly increasing processing speeds. Given the race to build large language models (LLMs) and have lightning-quick inference, demand for HMB has skyrocketed along with the AI data center buildout. Meanwhile, the entire DRAM market is in short supply. This is because the DRAM companies are dedicating most of their production lines to higher return HBM, which requires three to four times the wafer capacity of standard DRAM. This shortfall in the DRAM market is driving up prices. The NAND market is also in short supply, due to a lack of production and demand for massive, high-performance solid-state drives (SSDs) using flash memory for AI data centers. Expand NASDAQ : MU Micron Technology Today's Change ( -1.18 %) $ -4.71...

Key Points Micron's business has made a V-shaped recovery with the AI buildout. The memory market is entering a huge super-cycle. Micron is one of the best ways to play this trend. 10 stocks we like better than Micron Technology › Just a few years ago, the memory market was in bad shape. Both the DRAM (dynamic random access memory) and NAND (flash memory) markets were oversupplied, and Micron Technology (NASDAQ: MU) saw its revenue cut nearly in half in fiscal 2023. Meanwhile, its debt ballooned to over $13 billion. Fast forward to 2026, and the company is entering what looks to be a memory super-cycle, completely flipping the script from just a few years prior. As the artificial intelligence (AI) infrastructure buildout continues to ramp up, Micron is one of the best-positioned companies in the space. 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 » Micron is making new memories Micron is one of the world's three main DRAM companies, alongside Samsung and SK Hynix. It also participates in the NAND market. About 80% of its revenue comes from DRAM and 20% from NAND. DRAM has seen a huge surge in demand and prices due to the AI infrastructure buildout. The reason is that for graphics processing units (GPUs) and other AI chips to perform at their best, they need high bandwidth memory (HBM), which is a specialized form of DRAM. HBM stores data and allows AI chips to quickly retrieve and transfer it, greatly increasing processing speeds. Given the race to build large language models (LLMs) and have lightning-quick inference, demand for HMB has skyrocketed along with the AI data center buildout. Meanwhile, the entire DRAM market is in short supply. This is because the DRAM companies are dedicating most of their production lines to higher return HBM, which requires three to four times the wafer capacity of standard DRAM. This shortfall in the DRAM market...

Up to 380 people may have drowned attempting to cross the Mediterranean last week as Cyclone Harry battered southern Italy and Malta, the Italian coastguard has said, as a shipwreck with the loss of 50 lives was confirmed by Maltese authorities. Just one person, who was hospitalised in Malta, survived the shipwreck, which happened on Friday. The man was at sea for 24 hours, reportedly clinging to the wreckage of the vessel, before being rescued by a merchant ship. He said he believed everyone else on the boat, which had departed from Tunisia on 20 January, had died, according to Alarm Phone, an organisation running a hotline for people in distress at sea. In a separate tragedy last week, one-year-old twin girls from Guinea are presumed to have died off the coast of the Sicilian island of Lampedusa after an overcrowded boat they were travelling on was battered by Cyclone Harry, according to the Italy unit for Unicef’s migrant and refugee response. Italy’s coastguard estimates that 380 others who set sail from Tunisia during the cyclone, which generated huge waves in the Mediterranean, might also have drowned. The coastguard has been searching for eight vessels that had been launched by people smugglers from the Tunisian port city of Sfax during the past 10 days despite the treacherous conditions. According to figures from Italy’s interior ministry, 66,296 people arrived by boat on Italian coastlines during 2025, representing a slight dip on the previous year but about half the number of arrivals in 2023, when Italy’s far-right government either reinforced or enacted deals with Libya and Tunisia to stem the flow. There are fewer NGO rescue ships operating in the Mediterranean owing to a crackdown by the Italian government, including fines and a mandate to disembark people rescued at distant ports rather than bringing them to ones that are closer, such as in Sicily. Despite the hardline measures, people still attempt the high-risk journey from north Africa in search of...

Phira Phonruewiangphing Strategy ( MSTR ) acquired 2,932 bitcoins for $264.1M, the bitcoin treasury company disclosed on Monday. To pay for the acquisition, the company sold ~1.57M shares of common stock for $257.0M in net proceeds and 70,201 shares of variable rate series A perpetual stretch preferred stock ( STRC ) for $7.0M in net proceeds. Strategy ( MSTR ) stock slid 1.5% in early trading on Monday. Bitcoin ( BTC-USD ) rose 1.6% in the past 24 hours to $88.0K. The company paid an average price of $90,061 per token for the bitcoin it acquired during Jan. 20-Jan. 25, 2026. The purchases bring Strategy's ( MSTR ) total bitcoin earnings to 712,647 for a purchase price of $54.2B at an average price of $76,037 per bitcoin. At the recent bitcoin price of $88.0K, Strategy's total holdings are valued at ~$62.7B. More on Strategy Strategy Looks Interesting With An mNAV To Bitcoin Of 1.05 Buy Strategy And You Get Bitcoin, Plus A Free AI Business Strategy: No Longer Worth It Strategy buys bitcoins worth $2.13B in the week ended January 19 Insider trades: Salesforce, Micron among notable names this week

印度商务部官员Rajesh Agrawal周一表示，欧盟和印度已经完成了关于自由贸易协定的谈判。 Agrawal在新德里表示，双方将于1月27日宣布这项协议。 该协议预计将在经过法律审查后正式签署，法律审查通常需要约六个月的时间。 Agrawal表示，这项协议将促进与欧盟更好的经济一体化。 责任编辑：何云

文章提及标的 伦敦银 -- 现货白银站上111美元/盎司，日内涨5.77%。 黄金、白银行情爆发中，一键布局买入金银等避险资产>>

高等法院就首宗定罪的跨境串謀販毒案判刑，兩名本地男子分別被重判，監禁34年及34年半。這宗案件亦是首次，安排在內地服刑的證人以視像作供。 案件在高等法院審理，兩名被告分別53和44歲，早前經審訊被裁定一項串謀販毒罪罪成。 案情指2017年2月，內地公安部在廣州市荔灣區破獲一宗販毒案，拘捕三名內地人及一名港人，檢獲約297公斤冰毒。 被捕香港男子向公安表示，是受兩名身處香港的本地男子操控，企圖將冰毒偷運來港，兩地執法部門合作跟進，翌年5月在香港拘捕被指操控販毒的兩名被告。 毒品調查科行動組高級督察陳源勳說︰「我們發現這個團夥組織嚴密，核心成員通過人貨分離，以及單線聯絡的手段，指揮販毒活動。」 警方形容，籌備長達七年的審訊，要克服疫情帶來封關的不便，增加搜證難度。該名在內地被捕的本地男子，被判監15年，並在內地最高人民法院批准下，服刑期間以視像方式作供。 陳源勳指︰「今次成功的定罪，正正展現內地和香港法律制度，在『一國兩制』的框架之下，有效協調的正面成果，亦為未來打擊跨境販毒活動的調查及檢控工作，提供良好的範本。」 法庭根據案件牽涉的毒品數量，以33年為量刑起點，考慮案件嚴重性和跨境元素加刑，兩名被告分別被判監禁34年及34年6個月。

Stock Market Today: The Dow Jones index rose Monday even as Trump threatened new tariffs on Canada. Tesla stock dropped ahead of earnings.

A photo of Howard Lutnick_ Image by Joshua Sukoff via Shutterstock_ For decades, the U.S. government acted as a regulator, referee, and lender of last resort. That era is over. As of January 2026, the Trump administration has made a decisive shift: from writing checks to taking ownership. Through the Department of Defense and Department of Energy, the U.S. is now taking direct equity stakes in public companies tied to semiconductors, rare earths , lithium, and defense manufacturing. On Wall Street, this new approach has a nickname: “The American Sovereign Wealth Fund.” And traders are watching each move closely. From Grants to Ownership: A New Industrial Playbook This isn’t about bailouts or stimulus. The strategy is focused instead on national security goals: Secure domestic supply chains Reduce dependence on China Keep critical manufacturing on U.S. soil Let taxpayers participate in the upside Instead of just funding projects, the government is now becoming a long-term shareholder in key industries that power artificial intelligence (AI), electric vehicles (EVs), defense systems, and national security. That shift has created a brand-new market theme — and what many traders are calling “The Trump Portfolio.” 5 Key Stocks in the Trump Government Portfolio #1. Intel (INTC): Uncle Sam’s Biggest Holding The U.S. government now owns 10% of Intel , making it the company’s largest shareholder. That stake came from converting roughly $8.9 billion in CHIPS Act funding into common equity as Intel scales its next-generation 14A manufacturing process for AI and advanced computing. This move effectively turned Intel into a strategic national asset, not just another chip stock. Despite near-term earnings pressure, the government has made it clear this is a long-term position, and not an opportunistic trade. For investors, INTC is now tied directly to U.S. industrial policy. #2. MP Materials (MP): Rare Earth Control The Department of Defense holds an effective 15% equity stake in...

Piper Sandler raises AMD stock price target to $300 on AI prospects Investing.com

Nvidia (NASDAQ:NVDA) first invested approximately $100 million in CoreWeave (NASDAQ:CRWV) in 2023 and added to its stake around CoreWeave’s IPO last March. In 2025, the close relationship between the two companies drew sharp criticism over potential “circular financing,” with skeptics arguing Nvidia was effectively financing demand for its own GPUs through equity investments in major ... Nvidia Just Invested Another $2 Billion Into CoreWeave. Time to Buy Again?

海關拘捕一名男子，懷疑購買和管有私煙，涉及應課稅值1,800元。 被捕41歲男子，晚上被帶到北角海關總部調查。 海關表示，下午在機場抽驗一包由日本入口、報稱是蠟筆的郵包，發現藏有400支懷疑私煙。郵包填寫的收貨地址，是尖沙咀一個商廈單位，海關到該地址搜查。 被捕男子報稱公司董事，也是郵包收貨人，於是將他拘捕，並在他身上和辦公室內，再檢獲133支同一品牌的懷疑私煙。

私募资本集团 CVC 已达成协议，拟以最高 16 亿美元收购信贷管理公司Marathon Asset Management。这是私募市场行业整合浪潮中的又一笔重磅交易。 此次收购针对这家总部位于纽约的公司，预计将于第三季度完成，届时将为 CVC 增加 170 亿欧元的收费管理资产。 CVC 在一份声明中表示，将以 12 亿美元现金加股票的形式支付，另加 4 亿美元与Marathon未来业绩挂钩的或有对价。 CVC 目前管理着 2000 亿欧元资产，业务涵盖私募股权、信贷和基础设施领域。此前一周，该公司刚宣布与美国保险公司 美国国际集团 （AIG）达成 35 亿美元的合作协议。 CVC 对Marathon Asset Management的收购是私募资本公司之间最新的一笔联姻。当前，该行业融资速度放缓，许多基金投资方正转向少数规模更大、拥有多元策略的合作伙伴。 上周，CVC 在欧洲的主要竞争对手、斯德哥尔摩上市的殷拓集团（EQT）宣布，拟以最高 37 亿美元收购英国Coller Capital。Coller Capital资本专注于交易成熟的收购基金 和信贷 基金股权，管理着 500 亿美元资产。 Marathon Asset Management公司成立于 1998 年，由Bruce Richards和Lou Hanover共同创立，总资产管理规模达 240 亿美元。该集团专长于资产支持贷款（现为私募信贷市场的核心焦点领域）、机会型信贷及公开市场信贷业务。 CVC 总裁兼管理合伙人Peter Rutland表示，美国私募信贷业务是公司新增增长的重要领域。他称此次收购是 “一项极具吸引力的战略性举措”，并补充道：“我们一直耐心等待，寻找合适的收购标的。” 理查兹表示：“1+1=3 是 CVC 与Marathon Asset Management携手的核心逻辑。” 他指出，CVC “庞大网络带来的合作关系”、“地理覆盖范围以及业绩导向的文化” 吸引了其团队选择与 CVC 合作。 CVC 表示，预计Marathon Asset Management交易将从 2028 年起提升每股收益。此次收购是对该公司 10 月发布的指引的补充，当时 CVC 提出，目标到 2028 年将收费管理资产增至 2000 亿欧元。 若交易获得监管批准，Marathon 将更名为CVC-Marat...

苹果 股价上涨1.8%至252.61美元。 摩根大通 将目标价从305美元上调至315美元，意味着该股较上一交易日收盘价上涨约27%。 券商预计2026年第一季度的iPhone销量“将超出一致预期”，预计iPhone营收将增长16%，苹果公司或有望实现“自2021年9月以来最高的iPhone营收增长”。 摩根大通认为内存成本上升带来的利润压力有限，因为公司的长期供应商合同和规模有助于“推动与IT硬件同行相比有利的组件成本结果”。 48位分析师的平均评级为“买入”，目标价中位数为288美元。 2025年该公司股价上涨8.6%。 责任编辑：李桐

RBC Capital Maintains Amazon(AMZN.US) With Buy Rating, Maintains Target Price $300 富途资讯

RBC Capital Maintains Amazon(AMZN.US) With Buy Rating, Maintains Target Price $300 富途牛牛

Baird Maintains Amazon(AMZN.US) With Buy Rating, Maintains Target Price $285 富途资讯

Analysts Offer Insights on Technology Companies: Qualcomm (QCOM) and Life360 Shs Chess Depository Interests Repr 3 Sh (OtherLIFX) The Globe and Mail

在阿联酋，阿布扎比以南的阿尔达夫拉空军基地是美国空军的重要枢纽。 （法新社档案照片） 阿联酋外交部周一发声明强调，阿联酋绝不允许从其领土对伊朗发动袭击。 美国总统特朗普上周说，一支美国“舰队”正驶向波斯湾地区，并称在伊朗血腥镇压抗议者后，华盛顿正密切关注伊朗的动向。 阿联酋外交部星期一（1月26日）在声明中指出：“阿联酋重申承诺，绝不允许其领空、领土或水域被用于任何针对伊朗的敌对军事行动。” 阿联酋在首都阿布扎比附近的阿尔达夫拉（Al Dhafra）空军基地驻扎着数千名美军人员，该基地是美国在波斯湾地区的多个军事基地之一。 声明还说，阿联酋拒绝为袭击提供后勤支持，强调“对话、缓和局势、遵守国际法和尊重国家主权”才是解决当前危机的最佳途径。

格隆汇1月26日｜沪银期货主力合约涨6%，报27965元/千克。

Company Logo The Virtual, Augmented, and Mixed Reality market is at a transformative juncture, evolving from niche applications to mainstream consumer and enterprise use, reshaping industries such as gaming, healthcare, and retail. AI-powered smart glasses, notably Meta's Ray-Ban Meta AI Glasses, are pivotal, with shipments set to surpass 5M units by 2025. The convergence of AI, display tech, and 5G will drive growth, blurring reality distinctions. Dublin, Jan. 26, 2026 (GLOBE NEWSWIRE) -- The "The Global Virtual Reality (VR), Augmented Reality (AR) and Mixed Reality (MR) Market 2026-2036" report has been added to ResearchAndMarkets.com's offering. The global Virtual, Augmented and Mixed Reality (VR/AR/MR) market stands at a pivotal inflection point, transitioning from niche technology applications to mainstream consumer and enterprise adoption. This convergence of immersive technologies is reshaping industries ranging from gaming and entertainment to healthcare, manufacturing, and retail, while creating entirely new paradigms for human-computer interaction. The market encompasses a diverse ecosystem of hardware devices - including head-mounted displays, smart glasses, and haptic controllers - alongside the software platforms, content, and services that power immersive experiences. A particularly transformative development within this landscape has been the emergence of AI-powered smart glasses, which represent a compelling bridge between traditional eyewear and fully immersive mixed reality systems. Meta's strategic foray into AI glasses with the launch of Ray-Ban Stories paved the way for the groundbreaking Ray-Ban Meta AI Glasses, spearheading the surge in AI glasses shipments globally. With a diversified product line and emphasis on user experience, Meta aims to dominate the market, setting the stage for fierce competition among tech giants and premium brands in the evolving AI glasses industry. The success of the Ray-Ban Meta AI Glasses demonstrates that consum...

上海奥科达医药科技股份有限公司 - B向港交所提交上市申请书 2026-01-26 22:51:33 来源： 同花顺7x24快讯 分享 文章提及标的 奥科 -- 据港交所文件：上海奥科（AUDC）达医药科技股份有限公司-B向港交所提交上市申请书。

Donald Trump is ‌sending his border tsar Tom Homan to Minnesota later on ‍Monday, the US president said after an outcry over the second fatal shooting of a US citizen by immigration agents over the weekend in Minneapolis. “Tom is tough ⁠but fair, and will report directly to me,” he wrote in a social media post. People take part in a demonstration a day after Alex Pretti was fatally shot by federal immigration agents in Minneapolis. Photo: Reuters White House spokeswoman Karoline Leavitt separately said on social media that Homan would manage Immigration and Customs Enforcement (ICE) operations in the state. Advertisement On ‍Sunday, Trump told the Wall Street Journal that his administration was reviewing ‍the latest shooting and signalled a willingness to eventually withdraw immigration enforcement officials from the Minneapolis area. Federal agents try to clear demonstrators near a hotel, using tear gas during a demonstration in response to federal immigration enforcement operations in Minneapolis on January 25. Photo: AP “At some point ‌we will leave. We’ve done, they’ve done a phenomenal job,” Trump told ‍the Journal in an interview, without offering any detailed timeline.