A cargo of an iron ore subject to curbs by China’s state buyer is now en route to Malaysia after failing to find a buyer in its traditional market. The Ever Shine, carrying about 110,000 tons of BHP Group ’s Jimblebar fines, is bound to discharge in Kuantan, Malaysia, by Feb. 3 after idling off China since Dec. 2, according to ship-tracking data from Kpler. The vessel offloaded Newman High Grade Fines in China — another BHP product, but not subject to the restrictions — around Jan. 10, but the Jimblebar cargo has struggled to secure a buyer. The shipment would mark only the second time Jimblebar ore has been discharged in Malaysia since Kpler’s records began in 2019, the data showed. The Lowlands Blue unloaded just under 100,000 tons earlier this month. A spokesperson from BHP declined to comment on commercial issues. The voyage suggests traders are testing alternative markets after China Mineral Resources Group Co. imposed bans on BHP’s ores, including Jimblebar, as part of a broader effort to bolster the country’s negotiating leverage and rein in miners’ pricing power. China is the world’s largest iron ore consumer, while BHP is one of its biggest suppliers. The product is currently trading at steep discounts to the benchmark iron ore index, potentially boosting its appeal to Southeast Asian steel mills. The shipment to Malaysia is notable, as BHP had previously sold Jimblebar fines almost exclusively to China. The mining giant said last week that it is still negotiating annual contract terms with CMRG and will “optimize product placement and distribution channels” while talks continue. It acknowledged that the situation has weighed on its iron ore selling prices. Meanwhile, weekly exports of Jimblebar fines from BHP have been zero over the last two weeks, the longest halt since September 2021, according to a separate data from Kpler.

长信科技公告，持股5%以上股东新疆润丰2026年1月20日至1月26日通过集中竞价减持1480万股，减持均价6.31元/股，占公司总股本0.592537%；通过大宗交易减持3245.2万股，减持均价5.93元/股，占公司总股本1.299258%；合计减持4725.2万股，占公司总股本1.891795%，持股比例由6.891791%降至4.999996%，减持计划已实施完毕。

Quantum computing firm IonQ Inc. has agreed to buy SkyWater Technology Inc. in a deal that values the chipmaker at about $1.8 billion, the Wall Street Journal reported. IonQ will pay $35 a share in cash and stock for the Minnesota-based company, executives told the Journal. The deal builds on President Donald Trump’s goal to revive chip manufacturing in the US, IonQ Chief Executive Officer Niccolo de Masi said. SkyWater bills itself as an exclusively US-based chip foundry, versus peers based in Asia and Europe. Maryland-based IonQ is a quantum computing hardware and software company, one of several players hoping to take the technology mainstream. The stock part of the deal is subject to a collar, to limit the impact of any big changes to IonQ’s share price, according to the Journal. Quantum computers encode data in units called qubits and take advantage of subatomic oddities to generate potentially enormous computational power. While the technology has enormous potential across science, finance and health care, the machines remain cost-prohibitive and predominantly used by researchers . Several political officials have argued that the technology is critical to national security since it has the potential to upend the cybersecurity systems of traditional computing. Representatives for IonQ and SkyWater did not immediately respond to requests for comment. Read More: Quantum Computing Is Finally Here. But What Is It? IonQ acquired quantum computing startup Oxford Ionics in a $1.08 billion deal last year . SkyWater’s shares closed at $31.32 in New York on Friday, giving it a market value of about $1.5 billion. They rose about 3.7% in premarket trading on Monday. IonQ’s shares closed at $47.25 in New York on Friday.

Vivani Medical, Inc. ( VANI ) has priced 1,689,200 common shares at an offering price of $1.48 per share and concurrent private placement of 1,351,351 shares of its common stock at an offering price of $1.48 per share purchased by Gregg Williams , the Chairman of the Company’s board of directors for gross proceeds of $4.5M. The registered offering and private placement are expected to close on or about January 27. The Company intends to use the net proceeds from the registered offering and private placement to fund ongoing research and clinical development of the Company’s product candidates, as well as for working capital and general corporate purposes. Source: Press Release More on Vivani Medical Seeking Alpha’s Quant Rating on Vivani Medical Historical earnings data for Vivani Medical Financial information for Vivani Medical

AI Image Created Under the Direction of Shannon Tokheim Key Points Amprius Technologies insider selling was executed under a 10b5-1 plan, and insiders still own nearly 13% of the company. Institutional interest and analyst sentiment remain supportive, with improving accumulation and a Buy-leaning rating mix. NDAA-compliant capacity expansion, strong revenue growth expectations, and easing short interest set up catalysts ahead. Amprius Technologies (NYSE: AMPX) insiders, primarily CTO Constantin Stefan, have been selling shares. However, the news is not a red flag for investors, as the sales were executed under a 10b5-1 Trading Plan. These prearranged trading plans enable insiders of publicly traded companies to make periodic sales of their stock. The plans usually coincide with share-based compensation and are a way for insiders to reap the rewards of their work. As of late January 2026, AMPX stock's price has increased over 400% from its lows in 2025, offering strong reasons to realize profits, such as portfolio diversification and managing tax liabilities from option exercises. The critical takeaway is that insiders still own nearly 13% of the stock, and other forces, including institutional and analyst trends, suggest it is being accumulated despite the insider selling. Institutional ownership is still low, there are lingering concerns about cash burn and scalability, but it is improving. InsiderTrades data reveals institutional ownership creeping higher, with activity ramping at the end of 2025. The Q4 balance has buying outpacing selling by more than $27 bought for each $1 sold, and a bullish bias was maintained in early 2026. Seven reports offer a conviction for the Moderate Buy rating, with a strongly bullish bias—85% of ratings are Buy, and the only outlier is a Sell from Weiss Ratings. The group forecasts more than 40% upside from critical support targets at the consensus, and there is potential for a move into the high end of the range, possibly as high as...

财联社1月26日讯（记者 周晓雅） 白银等金属品种行情持续走强下，监管对违规的处罚力度同步加码，盘中即出手处罚，盘后再限制交易手数。 今日中午，上期所宣布，发现3组16名客户在锡、白银期货品种交易中涉嫌未申报实际控制关系，根据《上海期货交易所交易规则》《上海期货交易所实际控制关系账户管理办法》的相关规定，决定对上述客户在锡、白银期货品种上采取限制开仓1个月以及限制出金的监管措施。 与过往处罚对比，针对此次处罚罕见限制出金的情况，同时少有在盘中发出监管措施公告，也是近期首次在类似公告中具体指明了违规行为出现在锡、白银期货品种。 上述变化，不难看出当下的监管更具针对性。2个相关品种近期的涨势不止，从去年已经表现亮眼的沪银期货，开年以来涨幅又超50%，接连突破2.5万元、2.6万元、2.7万元、2.8万元的关口。同样从去年启动涨势的沪锡期货，年内涨幅也超30%。 市场人士分析，上期所近日多次对相关品种采取风控措施，并及时发布监管公告，明确向市场传递了严厉打击违规行为、维护交易秩序的态度和决心。近期贵金属和 有色金属 市场情绪较强，建议广大市场参与者防范风险、理性交易。 就在今天盘后，上期所还宣布调整白银、锡期货相关合约交易限额。其中，沪银期货目前所有上市合约限手数至800手，沪锡期货目前所有上市合约的最大交易手数限制在200手以内。 监管力度再加码 随着此次处罚发出，今天下午沪银和沪锡期货主力合约的涨幅出现明显回落。其中，盘中一度涨幅超14%的沪银期货主力合约，截至白天收盘涨幅回落至12.78%，报2.72万元；沪锡期货主力合约则是早盘一度触及涨停，最终白天收盘涨幅回落至2%以内。 截至目前，上期所开年以来已经发出6起监管措施的相关公告。不过，前5起的监管措施中，仅提及采取限制开仓，未提及具体品种或限制出金等。比如，上期所1月21日提到，当天，一组实际控制关系账户在相关合约上账户组日内开仓交易量超限第1次达到交易所处理标准，因此交易所决定对相关客户在相应合约上采取限制开仓的监管措施。 中信建投 期货首席分析师王彦青认为，上期所较少于午间发布监管公告，此举不仅凸显了交易所在日常监控中的高度警觉，也清晰传递出其对违法违规行为“零容忍”的鲜明立场。 发出监管措施的频次也有所提升，此前的12月，上期所发出3起监管措施的相关公告；去年11月则是1起，去年10月也有2起限制开仓的监管...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...

Aramco is launching its first bond sale of the year, just as oil prices remain well below levels needed to balance Saudi Arabia’s budget. The government-owned oil producer is marketing debt with maturities ranging from three to 30 years, according to a person with knowledge of the matter who asked not to be identified. The company plans to invest more than $50 billion this year in supporting and expanding oil and natural gas production, while maintaining its high base dividend of $21 billion. Saudi Arabia’s budget remains heavily dependent on oil revenue as the kingdom pursues an ambitious modernization drive that has forced the government to project spending shortfalls for the coming years. Aramco is a key contributor to state finances, with large dividend payments supplementing royalties linked to crude sales. Initial pricing thoughts ranges from about 100 basis points over US Treasuries for the three-year tranche to about 165 basis points for the longer maturity. The market expects the bond sale will raise about $2 billion. Read: Wall Street, Saudi Arabia Differ on Kingdom’s Deficit Target (1) While Brent crude has risen this year amid geopolitical tensions, including US attacks on or threats of action against fellow OPEC producers Venezuela and Iran, the global benchmark lost almost 20% in value last year. Brent was trading just at about $66 a barrel on Monday, while Saudi Arabia needs levels above $90 a barrel to balance its budget under current spending plans. Aramco’s gearing — a measure of indebtedness — remains low relative to industry peers, and the company plans to gradually raise it, Chief Financial Officer Ziad Al-Murshed said on conference calls this year. Aramco has also signaled that further debt sales are planned.

建龙微纳公告，公司持股5%以上股东上海深云龙企业发展有限公司持有640.08万股，占6.40%；计划自本公告披露日起15个交易日后的三个月内，通过大宗交易方式减持不超过200万股，不超过2.00%。此前上海深云龙企业发展有限公司曾于2024/5/9～2024/5/30减持199.92万股，减持比例1.9980%，减持价格区间26.65-26.65元/股。

TLDR Apple reports Q1 fiscal 2026 earnings on January 29 with Wall Street expecting $2.67 EPS and $138 billion revenue, both up 11.3% year-over-year Analysts rate Apple as Moderate Buy with 19 Buys, 11 Holds, 2 Sells and average price target of $298, suggesting 20% upside despite 8-9% decline this year Morgan Stanley reiterates Overweight rating at $315 price target but expects stock to trade sideways to modestly lower after earnings KeyBanc maintains Hold rating warning investors may be too optimistic about second-half fiscal year growth and margins Morgan Stanley forecasts iPhone revenue 4-8% above consensus but sees risks from higher operating expenses and memory cost headwinds 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Apple stock has dropped 8-9% this year heading into its January 29 earnings report. The tech giant faces a divided Wall Street unsure whether current expectations are realistic. Apple Inc., AAPL Analysts project earnings per share of $2.67 and revenue of approximately $138 billion for the fiscal 2026 first quarter. Both figures represent 11.3% growth compared to last year. Strong iPhone 17 sales and the high-margin Services business are driving the expected gains. The company’s shares currently trade well below the average analyst price target of $298. That target implies roughly 20% upside from current levels. Wall Street’s consensus leans toward optimism with 19 Buy ratings, 11 Hold ratings, and just 2 Sell ratings. Morgan Stanley maintains its bullish stance with an Overweight rating and $315 price target. The firm believes iPhone 17 strength remains underappreciated by most analysts. Morgan Stanley forecasts iPhone revenue running 4-8% above consensus estimates for both the December and March quarters. But the investment bank tempers its optimism with caution. Morgan Stanley expects Apple stock to trade sideways ...

Consistent revenue and earnings growth make this stock look downright cheap. While most stocks started off strong in 2026, a few have seen sharp price declines. While they aren't all worth snatching up after the sudden fire sale, one that's caught my attention is Adobe (ADBE +0.47%). Adobe stock has felt pressure from investors amid the rise of generative artificial intelligence (AI). Perhaps many investors are wondering why you would need to pay for fancy photo-editing software when you could just ask ChatGPT to touch up a photo for you? But Adobe's financial results show it's not only withstanding the pressures of AI but also seeing strong momentum in its own AI products. And with the stock down 14% to start the year, investors should consider buying it. The industry standard Adobe's Creative Cloud is the industry standard for designers, photographers, videographers, and other creative professionals. That remains true even as many companies have challenged it over the years, and the rise of AI services like ChatGPT is unlikely to change it. If a professional designer wants to work with a client, they're likely going to expect delivery in Adobe's file formats. What's more, professionals have spent hours mastering the tools in Adobe's software. The switching costs of mastering another piece of software are very high. That said, there's concern that AI services could hinder Adobe's ability to attract amateurs and novices to its expensive products. To that end, the company has pushed forward Adobe Express, a freemium cloud-based service. It also offers its generative AI software, Firefly, through Adobe Express, enabling ChatGPT and Claude-like services with the power of Adobe's software. Expand NASDAQ : ADBE Adobe Today's Change ( 0.47 %) $ 1.41 Current Price $ 301.14 Key Data Points Market Cap $124B Day's Range $ 299.23 - $ 303.75 52wk Range $ 288.33 - $ 465.70 Volume 116 Avg Vol 4.2M Gross Margin 88.60 % Firefly has also helped it raise the average revenue per user ...

和顺电气公告，预计2025年度净利润亏损4200万元~4920万元，上年同期亏损2676.88万元。公司2025年度经营业绩亏损的主要原因：报告期内,公司电力配套等传统行业业务竞争激烈，产品销售及毛利率下降导致利润下降；为拓展新业务发展机会，公司持续加快推进新产品研发进程，研发费用较高影响当期利润；公司因实施股权激励计划确认股份支付费用较高影响当期利润；信用减值损失及资产减值损失计提金额较大影响当期利润。

Severe weather warnings for wind and rain have been issued ahead of the expected arrival of Storm Chandra. Chandra has been named by the UK Met Office and is due to hit the UK on Tuesday. It is the third major storm to hit the UK this month after Goretti and Ingrid, which caused significant damage and disruption. Chandra will be accompanied by multiple hazards, widely heavy and persistent rain, and gales or even severe gales in exposed areas.

财联社1月26日讯（编辑 刘蕊） 北京时间本周四（1月29日），美联储即将公布今年首个货币政策利率决议。高盛预计，这份决议对市场造成的影响很可能“波澜不惊”，美联储仅对其货币政策立场做出微调。不过，如果白宫传来关于鲍威尔继承者的消息，可能会对市场造成更大影响。 美联储本周料按兵不动 高盛首席美国经济学家戴维·梅里克（David Mericle）在其投资者报告中称，预计美联储本周将会按兵不动，而今年接下来可能将有两次降息，首次降息将在6 月。 去年，美联储在9月、10月和12月已经进行三次降息，将利率降至当前的3.50%-3.75%区间，表明即便是在美国劳动力市场增长放缓和经济数据疲软的情况下，美联储的货币政策仍然有所放松。 梅里克表示，预计美联储主席杰罗姆·鲍威尔将强调，近期的降息举措应有助于稳定劳动力市场，目前美联储已处于有利地位来评估其影响。 高盛的观点在很大程度上与其他经济学家和研究机构的观点一致。此前12月非农就业报告显示，美国失业率降至4.4%且工资增长稳健。这份报告公布后，市场基本放下了美国就业市场加速恶化的担忧，也基本打消了美联储1月降息的预期。 目前，巴克莱预计美联储会选择年中降息，而麦格理则预测今年首次降息将在12月。摩根大通的转变最大：他们会直接撤回了其对1月降息的预期，而预测美联储下一次行动将会是 2027年第三季度加息25个基点。 更大的影响来自白宫 尽管高盛预计美联储本身的决议对市场来说影响有限，但分析师提醒道，如果白宫传出有关鲍威尔继任者的消息，可能对市场造成冲击。 在上个月底，美国总统特朗普已经直接表示，将会在1月公布鲍威尔继任者的人选，这意味着在本周剩下的这几天。有可能会是特朗普公布人选的窗口期。 与此同时，高盛还提醒投资者密切关注一系列地缘政治发展，比如关于美国强索格陵兰岛的地缘争端问题，以及美国可能对古巴和伊朗进行干预，这些事件可能会对贸易、石油和外交关系产生深远影响。

bymuratdeniz/iStock via Getty Images A guest post by D C The EIA Short-Term Energy Outlook (STEO) was published recently. A summary in chart form. Note the difference between changes in production vs. consumption. For 3 years from 2025 to 2027, the EIA expects average production increases of 1.6 Mb/d each year (4.8 Mb/d total increase over the 3-year period from 2025 to 2027), while consumption of petroleum liquids only increases by 3.6 Mb/d over the same 3-year period (an average increase of 1.2 Mb/d each year). The resulting stock build in petroleum liquids results in falling oil prices from 2025 to 2027. US crude output is flat in 2026 and falls in 2027 based on the current EIA estimate. WTI oil price annual average in 2026 is $52/b and in 2027 is $50/b. A large increase in Henry Hub natural gas price is expected in 2027. The EIA expects WTI spot prices will be lower than the current futures strip by roughly $15/b in 2027. Liquid fuel stocks build over the 2025 to 2027 period. Most of the increase in US marketed natural gas output (98.7%) over the 2025 to 2027 period is exported as LNG based on the STEO estimates. Most of the increase in US electrical generation from 2025 to 2027 comes from increased wind and solar output. Solar share increases from 7% in 2025 to 10% in 2027, and the share of wind power increases from 11% in 2025 to 12% in 2027. The share of coal power decreases from 17% in 2025 to 15% in 2027, and natural gas power share decreases from 40% in 2025 to 39% in 2027. Tight oil output starts to fall in 2026, especially in the Permian Basin, which has been the source of most tight oil output increases since 2023. Note that most of the growth in shale gas output since 2023 has come from the Permian Basin. Much of the increase in Lower 48 natural gas production from the end of 2025 to the end of 2027 comes from Appalachia and Haynesville. Note that the EIA chart has the forecasted dotted line in mid-2024 rather than late 2025; it should be moved to the ...

Apple is figuring out how to participate in the AI race by leaning on its fellow California-based tech peer. Apple has drawn criticism for falling behind in the artificial intelligence race (AI). But the consumer tech heavyweight's latest move signals a calculated approach to push the business forward. Investors looking to gain more exposure to the revolutionary technology in their portfolios might want to consider the company Apple just partnered with. It's the best AI opportunity in 2026 and beyond. Leaning on an AI powerhouse The world recently learned that Apple will partner with Alphabet (GOOGL 0.79%) (GOOG 0.68%) to use Alphabet's Gemini to power Siri and other Apple Intelligence features. This is a multiyear tie-up that could cost Apple billions of dollars. Both stocks are in the so-called "Magnificent Seven." Apple's decision to work with the Google parent is a clear show of confidence that Alphabet has the most capable AI models for Apple's popular hardware and software. Indeed, its latest Gemini 3 model is the highest ranking in a number of categories, according to crowdsourced review platform LMArena. Expand NASDAQ : GOOGL Alphabet Today's Change ( -0.79 %) $ -2.61 Current Price $ 327.93 Key Data Points Market Cap $4.0T Day's Range $ 327.45 - $ 333.69 52wk Range $ 140.53 - $ 340.49 Volume 47K Avg Vol 36M Gross Margin 59.18 % Dividend Yield 0.25 % Apple's stamp of approval Apple has unmatched hardware distribution, with more than 2.4 billion of its devices active around the world. And its brand strength is second-to-none, with fans lauding a seamless user experience. The fact that it has decided to work with Alphabet makes me believe that the digital advertising powerhouse is the top AI stock to buy and hold in 2026 and beyond.

Key Points The criticism Apple has received for falling behind in the AI wars is justified. It makes sense for the consumer tech powerhouse to leverage the capabilities of a leading AI enterprise. 10 stocks we like better than Alphabet › Apple has drawn criticism for falling behind in the artificial intelligence race (AI). But the consumer tech heavyweight's latest move signals a calculated approach to push the business forward. Investors looking to gain more exposure to the revolutionary technology in their portfolios might want to consider the company Apple just partnered with. It's the best AI opportunity in 2026 and beyond. 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 » Leaning on an AI powerhouse The world recently learned that Apple will partner with Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) to use Alphabet's Gemini to power Siri and other Apple Intelligence features. This is a multiyear tie-up that could cost Apple billions of dollars. Both stocks are in the so-called "Magnificent Seven." Apple's decision to work with the Google parent is a clear show of confidence that Alphabet has the most capable AI models for Apple's popular hardware and software. Indeed, its latest Gemini 3 model is the highest ranking in a number of categories, according to crowdsourced review platform LMArena. Apple's stamp of approval Apple has unmatched hardware distribution, with more than 2.4 billion of its devices active around the world. And its brand strength is second-to-none, with fans lauding a seamless user experience. The fact that it has decided to work with Alphabet makes me believe that the digital advertising powerhouse is the top AI stock to buy and hold in 2026 and beyond. Should you buy stock in Alphabet right now? Before you buy stock in Alphabet, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy ...

庄园牧场公告，预计2025年度净利润亏损5300万元—7500万元，上年同期亏损1.66亿元。本期公司业绩大幅减亏、态势向好，但受行业竞争加剧、市场需求波动影响，净利润仍为负值。减亏得益于成本费用管控、市场拓展协同发力，叠加约2400万元非经常性损益，主要为收到的政府补助，巩固了经营成效。

Spot gold 5,084.96 +1.95% Nymex natural gas futures 6.21 +17.74% Bloomberg Dollar Spot Index 1,187.95 -0.41% S&P 500 Futures 6,928.5 -0.25% Nikkei 225 52,885.25 -1.79% Market data as of 05:11 am EST. Market data may be delayed depending on provider agreements. Five things you need to know Gold surged past $5,000 an ounce for the first time, extending a breakneck rally fueled by Donald Trump’s reshaping of international relations and investor flight from sovereign bonds and currencies. The yen extended gains against the dollar, with traders on heightened alert for authorities intervening in the market following its recent slide. The greenback fell for a third day, hitting the lowest since September . US natural gas soared above $6 for the first time since 2022 as freezing weather swept across much of the country, boosting heating demand and disrupting supplies. The risks are mounting of a partial US government shutdown next weekend . Senate Republican leaders rejected Democratic demands to split off funding for homeland security and pass the rest of a funding plan needed keep Washington operating. CVC Capital Partners agreed to buy US credit manager Marathon Asset Management for as much as $1.2 billion, adding to a wave of mergers among alternative investment firms. Gold and the debasement trade Gold’s dramatic gains – the metal has more than doubled over the last two years – are driving home bullion’s historic role as a gauge of fear in markets . Fresh from its best annual performance since 1979, it’s risen more than 17% this year due largely to the so-called debasement trade , whereby investors retreat from currencies and Treasuries. A massive selloff in the Japanese bond market last week is the latest example of investors rejecting heavy fiscal spending. In recent weeks, Trump’s actions — attacks on the Fed, threats to annex Greenland, military intervention in Venezuela — have also spooked markets. For investors, the haven appeal of gold has rarely been more attra...

北京时间1月26日，现货黄金冲破5000美元/盎司，再创历史新高。截至1月26日14时25分，现货黄金兑美元报5076.65美元/盎司，日内上涨约1.82%。 2026年1月以来，金价涨势迅猛，与年初相比已上涨超15%，连续突破4600美元/盎司、4800美元/盎司、5000美元/盎司关口。 国盛证券首席经济学家熊园1月接受媒体采访时表示，此轮上涨主要由地缘政治风险情绪驱动，其中美国在委内瑞拉和格陵兰岛的相关动向构成了直接的催化因素。同时，将于2026年上半年进行的美联储主席换届选举，其人选安排也引发了市场对美联储独立性的关切，进一步助推了金价。 数据显示，黄金已经连续上涨了超过三年。黄金在2023年全年实现了超过13%的涨幅，年末成功站在2000美元/盎司的关键价位之上。进入2024年后，金价延续了强势格局，年内一度触及接近2790美元/盎司的高点，最终以超过26%的年涨幅为牛市画上句号。时间来到2025年，黄金市场的上涨动能依然充沛，并呈现出更加凌厉的势头，截至12月31日，年内涨幅超过60%。 招商银行研究院研报显示，2022年以来，央行对黄金的需求出现显著增长，成为影响黄金需求和金价的重要力量。从2008年金融危机之后到2022年之前，央行每年的购金量在500吨上下，全球每年的黄金需求量大约为4500吨，央行购金占总需求的比例约为11%，对金价的影响有限。但是从2022年开始，随着乌克兰危机的爆发，央行购金量翻倍，从往年的500吨上升为1000吨的水平，占比从11%直接跃升到20%以上，这也成为黄金价格近年来快速上涨的一个重要助推因素。 金价快速上涨之下，也有机构提示风险。国际清算银行2025年12月曾警示，此前黄金与美股同时呈现爆炸性上涨态势，预示着潜在泡沫的存在——而此类情形之后往往伴随着负回报或低迷回报的时期。 数据显示，截至2025年12月31日，标普500指数年内累计上涨超过16%，而现货黄金对美元年内上涨超过60%。 此外，国际清算银行报告显示，市场泡沫形成的一个典型信号是零售投资者影响力的上升，这体现在他们追逐价格上涨趋势的行为上。 对此，德意志银行新兴市场首席投资官邓智杰认为，黄金并不存在泡沫风险。他表示，没有基本面支撑的上升称为泡沫。反观黄金，2022年以来俄乌冲突、以色列、伊朗等地缘政治风险越来越高，黄金作为避险资产吸引了资金进入。因而如...

The vehicle electrification market is experiencing significant growth driven by stringent government emissions mandates and the decreasing cost of lithium-ion batteries, which are bolstering the adoption of electric vehicles (EVs) globally. Despite opportunities such as the adoption of LFP batteries and SiC semiconductors for improved efficiency and safety, the market continues to face challenges like inadequate public charging infrastructure, leading to range anxiety among consumers. According to research, the market is projected to grow from USD 85.66 billion in 2025 to USD 144.21 billion by 2031, supported by favorable policies and declining battery costs. However, the scarcity of charging points remains a pivotal barrier to widespread EV adoption, posing logistical challenges to achieving the global transition to sustainable transportation. In other trading, Ecopro was trading firmly up 22.9% and finishing the session at ₩130,200. In the meantime, Zhejiang Rongtai Electric MaterialLtd softened, down 10% to finish the session at CN¥109.79. Capitalize on Tesla's strategic shift to high-margin software and autonomous services. Click to explore the full narrative on Tesla's future growth prospects. "Don't miss our Market Insights article on the pivotal role of industrial metals, like copper, in the EV revolution." Best EV Stocks Tesla closed flat at $449.06. Taking Advantage This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. ...

格隆汇1月26日｜据中国铁路昆明局集团消息，自1月26日零时起，全国铁路正式实行新的列车运行图。此次调图，中老铁路新增4趟中亚班列，首趟班列已于今天（1月26日）开行。

Pacific Heights Asset Management LLC increased its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 9.1% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 240,000 shares of the semiconductor manufacturer's stock after purchasing an additional 20,000 shares during the period. Broadcom accounts for about 3.5% of Pacific Heights Asset Management LLC's portfolio, making the stock its 6th largest position. Pacific Heights Asset Management LLC's holdings in Broadcom were worth $79,178,000 as of its most recent filing with the Securities & Exchange Commission. Several other large investors also recently bought and sold shares of the stock. Arthur M. Cohen & Associates LLC grew its holdings in shares of Broadcom by 0.6% during the third quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer's stock valued at $1,577,000 after buying an additional 30 shares during the last quarter. Jackson Hole Capital Partners LLC raised its stake in Broadcom by 1.4% in the 3rd quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer's stock worth $716,000 after acquiring an additional 30 shares during the last quarter. McHugh Group LLC lifted its position in Broadcom by 0.4% during the 3rd quarter. McHugh Group LLC now owns 8,433 shares of the semiconductor manufacturer's stock worth $2,782,000 after acquiring an additional 31 shares during the period. Smith Thornton Advisors LLC grew its stake in Broadcom by 1.4% during the 3rd quarter. Smith Thornton Advisors LLC now owns 2,313 shares of the semiconductor manufacturer's stock valued at $763,000 after purchasing an additional 31 shares during the last quarter. Finally, FWG Investments LLC. increased its holdings in shares of Broadcom by 2.7% in the third quarter. FWG Investments LLC. now owns 1,177 shares of the semiconductor manufacturer's stock valued at $388,000...

Wealth Enhancement Advisory Services LLC raised its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 1.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,223,730 shares of the information services provider's stock after buying an additional 18,106 shares during the period. Wealth Enhancement Advisory Services LLC's holdings in Alphabet were worth $302,420,000 as of its most recent SEC filing. A number of other hedge funds and other institutional investors also recently made changes to their positions in GOOG. Inspire Advisors LLC bought a new position in shares of Alphabet in the third quarter valued at approximately $207,000. Interactive Financial Advisors Inc. bought a new stake in Alphabet during the third quarter worth approximately $244,000. JCIC Asset Management Inc. acquired a new stake in Alphabet in the third quarter worth approximately $22,886,000. Intrua Financial LLC lifted its position in Alphabet by 34.2% in the third quarter. Intrua Financial LLC now owns 8,526 shares of the information services provider's stock worth $2,077,000 after purchasing an additional 2,172 shares during the period. Finally, Axecap Investments LLC bought a new position in Alphabet during the 3rd quarter valued at $5,870,000. 27.26% of the stock is currently owned by institutional investors. Get Alphabet alerts: Sign Up More Alphabet News Here are the key news stories impacting Alphabet this week: Positive Sentiment: Major analyst upgrade and higher price targets highlight AI-driven upside — Raymond James raised GOOG to "Strong Buy" and boosted its price target (street chatter also shows multiple firms lifting targets), supporting investor confidence in Alphabet’s AI strategy and Google Cloud momentum. Article Title Major analyst upgrade and higher price targets highlight AI-driven upside — Raymond James raised GOOG to "Strong Buy" and boosted its price target (street cha...

Violich Capital Management Inc. grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 2.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 337,398 shares of the information services provider's stock after purchasing an additional 7,845 shares during the period. Alphabet comprises about 9.8% of Violich Capital Management Inc.'s portfolio, making the stock its 2nd biggest position. Violich Capital Management Inc.'s holdings in Alphabet were worth $82,173,000 at the end of the most recent quarter. Several other hedge funds and other institutional investors have also made changes to their positions in GOOG. Cedar Mountain Advisors LLC boosted its position in Alphabet by 11.8% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 370 shares of the information services provider's stock valued at $90,000 after buying an additional 39 shares during the period. Higgins & Schmidt Wealth Strategies LLC increased its position in shares of Alphabet by 2.2% during the third quarter. Higgins & Schmidt Wealth Strategies LLC now owns 1,818 shares of the information services provider's stock worth $443,000 after acquiring an additional 40 shares during the period. Hartmann Taylor Wealth Management LLC raised its stake in shares of Alphabet by 2.3% in the third quarter. Hartmann Taylor Wealth Management LLC now owns 1,813 shares of the information services provider's stock valued at $442,000 after acquiring an additional 40 shares in the last quarter. Riverbend Wealth Management LLC boosted its holdings in Alphabet by 1.0% in the third quarter. Riverbend Wealth Management LLC now owns 4,198 shares of the information services provider's stock valued at $1,023,000 after purchasing an additional 41 shares during the period. Finally, Meritas Wealth Management LLC boosted its holdings in Alphabet by 3.0% in the third quarter. Meritas Wealth Management LLC now owns 1,458 shares ...

Mizuho Markets Americas LLC purchased a new stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 210,000 shares of the information services provider's stock, valued at approximately $51,146,000. Alphabet comprises approximately 1.0% of Mizuho Markets Americas LLC's holdings, making the stock its 24th largest holding. Other hedge funds and other institutional investors have also made changes to their positions in the company. Allstate Corp grew its holdings in Alphabet by 1,751.8% in the 3rd quarter. Allstate Corp now owns 178,534 shares of the information services provider's stock worth $43,482,000 after buying an additional 168,893 shares in the last quarter. Violich Capital Management Inc. boosted its position in Alphabet by 2.4% during the 3rd quarter. Violich Capital Management Inc. now owns 337,398 shares of the information services provider's stock worth $82,173,000 after acquiring an additional 7,845 shares during the period. NorthCrest Asset Manangement LLC grew its stake in shares of Alphabet by 4.3% in the third quarter. NorthCrest Asset Manangement LLC now owns 60,173 shares of the information services provider's stock worth $14,870,000 after purchasing an additional 2,502 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its stake in shares of Alphabet by 1.5% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 1,223,730 shares of the information services provider's stock worth $302,420,000 after purchasing an additional 18,106 shares in the last quarter. Finally, Inspire Advisors LLC acquired a new position in shares of Alphabet during the third quarter valued at $207,000. 27.26% of the stock is currently owned by institutional investors and hedge funds. Get Alphabet alerts: Sign Up Alphabet News Roundup Here are the key news stories impacting Alphabet t...

Providence First Trust Co grew its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 1,099.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 8,923 shares of the semiconductor manufacturer's stock after buying an additional 8,179 shares during the period. Providence First Trust Co's holdings in Broadcom were worth $2,944,000 at the end of the most recent reporting period. Several other large investors have also made changes to their positions in AVGO. Vanguard Group Inc. lifted its position in Broadcom by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer's stock valued at $133,261,046,000 after purchasing an additional 6,222,802 shares during the period. State Street Corp raised its stake in shares of Broadcom by 0.5% during the second quarter. State Street Corp now owns 185,276,987 shares of the semiconductor manufacturer's stock worth $51,071,601,000 after buying an additional 873,963 shares during the last quarter. Geode Capital Management LLC raised its stake in shares of Broadcom by 2.1% during the second quarter. Geode Capital Management LLC now owns 108,610,718 shares of the semiconductor manufacturer's stock worth $29,827,649,000 after buying an additional 2,226,585 shares during the last quarter. Norges Bank acquired a new position in Broadcom in the second quarter valued at approximately $18,579,549,000. Finally, Invesco Ltd. boosted its stake in Broadcom by 8.4% in the second quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer's stock valued at $10,598,641,000 after acquiring an additional 2,978,768 shares during the last quarter. Institutional investors and hedge funds own 76.43% of the company's stock. Get Broadcom alerts: Sign Up Wall Street Analyst Weigh In A number of analysts have commented on the stock. Raymond James Financial set a $420.00 target price on shares of Broadcom and gave the stock an "outperform" ratin...

Slow Capital Inc. lowered its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 12.8% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 174,806 shares of the semiconductor manufacturer's stock after selling 25,601 shares during the period. Broadcom makes up 6.8% of Slow Capital Inc.'s holdings, making the stock its biggest holding. Slow Capital Inc.'s holdings in Broadcom were worth $57,670,000 as of its most recent SEC filing. Several other large investors have also recently added to or reduced their stakes in the business. Longfellow Investment Management Co. LLC acquired a new stake in shares of Broadcom in the second quarter valued at $27,000. Legend Financial Advisors Inc. purchased a new stake in Broadcom during the 2nd quarter worth about $28,000. Teachers Insurance & Annuity Association of America acquired a new stake in Broadcom in the 2nd quarter valued at about $28,000. LGT Financial Advisors LLC purchased a new position in shares of Broadcom in the 2nd quarter valued at about $31,000. Finally, New England Capital Financial Advisors LLC acquired a new position in shares of Broadcom during the second quarter worth about $31,000. 76.43% of the stock is owned by hedge funds and other institutional investors. Get Broadcom alerts: Sign Up Wall Street Analyst Weigh In AVGO has been the topic of several analyst reports. Mizuho set a $480.00 target price on shares of Broadcom and gave the company an "outperform" rating in a report on Friday, January 9th. Susquehanna reissued a "positive" rating and issued a $450.00 price objective (up from $400.00) on shares of Broadcom in a research report on Thursday, December 4th. Oppenheimer lifted their price objective on shares of Broadcom from $435.00 to $450.00 and gave the stock an "outperform" rating in a research report on Friday, December 12th. Evercore ISI boosted their target price on shares of Broadcom from $342.00 to $403.00 and gave the stock an "o...

Vaughan David Investments LLC IL trimmed its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 7.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 454,024 shares of the semiconductor manufacturer's stock after selling 37,956 shares during the quarter. Broadcom accounts for 3.2% of Vaughan David Investments LLC IL's portfolio, making the stock its largest position. Vaughan David Investments LLC IL's holdings in Broadcom were worth $149,787,000 as of its most recent SEC filing. A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in AVGO. Longfellow Investment Management Co. LLC purchased a new position in shares of Broadcom during the 2nd quarter valued at $27,000. Legend Financial Advisors Inc. acquired a new stake in Broadcom during the second quarter valued at $28,000. Teachers Insurance & Annuity Association of America acquired a new stake in Broadcom during the second quarter valued at $28,000. LGT Financial Advisors LLC purchased a new position in Broadcom in the second quarter valued at about $31,000. Finally, New England Capital Financial Advisors LLC acquired a new position in Broadcom in the 2nd quarter worth about $31,000. 76.43% of the stock is owned by hedge funds and other institutional investors. Get Broadcom alerts: Sign Up Broadcom Trading Down 1.6% NASDAQ:AVGO opened at $320.12 on Monday. The company's 50 day moving average is $357.20 and its 200-day moving average is $336.16. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76. Broadcom Inc. has a 12 month low of $138.10 and a 12 month high of $414.61. The firm has a market cap of $1.52 trillion, a price-to-earnings ratio of 67.25, a P/E/G ratio of 1.06 and a beta of 1.21. Broadcom (NASDAQ:AVGO - Get Free Report) last announced its earnings results on Thursday, December 11th. The semiconductor ma...

Tradewinds LLC. grew its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 2,134.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 45,098 shares of the information services provider's stock after acquiring an additional 43,080 shares during the quarter. Alphabet accounts for 2.7% of Tradewinds LLC.'s holdings, making the stock its 8th biggest position. Tradewinds LLC.'s holdings in Alphabet were worth $10,984,000 at the end of the most recent quarter. A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Norges Bank bought a new position in Alphabet in the second quarter valued at $4,298,572,000. Vanguard Group Inc. boosted its stake in shares of Alphabet by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider's stock worth $73,927,821,000 after buying an additional 5,182,111 shares during the last quarter. Assenagon Asset Management S.A. grew its holdings in shares of Alphabet by 73.5% in the 3rd quarter. Assenagon Asset Management S.A. now owns 9,808,152 shares of the information services provider's stock valued at $2,388,775,000 after acquiring an additional 4,154,929 shares in the last quarter. Laurel Wealth Advisors LLC increased its position in shares of Alphabet by 17,547.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,122,727 shares of the information services provider's stock valued at $731,331,000 after acquiring an additional 4,099,366 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its position in shares of Alphabet by 330.4% in the second quarter. Arrowstreet Capital Limited Partnership now owns 3,989,463 shares of the information services provider's stock valued at $707,691,000 after acquiring an additional 3,062,590 shares during the last quarter. 27.26% of t...