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...

Occidental Asset Management LLC lessened its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 6.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 23,458 shares of the social networking company's stock after selling 1,502 shares during the quarter. Meta Platforms accounts for 2.2% of Occidental Asset Management LLC's investment portfolio, making the stock its 10th biggest position. Occidental Asset Management LLC's holdings in Meta Platforms were worth $17,227,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other institutional investors and hedge funds also recently modified their holdings of META. Goldstone Financial Group LLC increased its position in shares of Meta Platforms by 44.4% during the third quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company's stock worth $2,756,000 after acquiring an additional 1,153 shares during the last quarter. Spirepoint Private Client LLC grew its position in shares of Meta Platforms by 2.7% in the 2nd quarter. Spirepoint Private Client LLC now owns 4,080 shares of the social networking company's stock worth $3,011,000 after acquiring an additional 109 shares in the last quarter. Diversify Advisory Services LLC increased its holdings in shares of Meta Platforms by 10.4% in the 2nd quarter. Diversify Advisory Services LLC now owns 55,431 shares of the social networking company's stock valued at $43,790,000 after acquiring an additional 5,224 shares during the last quarter. CW Advisors LLC increased its stake in Meta Platforms by 27.8% during the second quarter. CW Advisors LLC now owns 176,762 shares of the social networking company's stock valued at $130,467,000 after purchasing an additional 38,432 shares during the last quarter. Finally, Sequoia Financial Advisors LLC raised its holdings in shares of Meta P...

Maryland State Retirement & Pension System increased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 2.7% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 108,632 shares of the social networking company's stock after acquiring an additional 2,808 shares during the quarter. Meta Platforms accounts for approximately 1.7% of Maryland State Retirement & Pension System's portfolio, making the stock its 7th largest position. Maryland State Retirement & Pension System's holdings in Meta Platforms were worth $79,777,000 as of its most recent SEC filing. A number of other institutional investors have also added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Meta Platforms during the second quarter worth approximately $23,155,393,000. Laurel Wealth Advisors LLC grew its stake in shares of Meta Platforms by 73,443.1% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company's stock worth $6,212,506,000 after acquiring an additional 8,405,558 shares in the last quarter. State Street Corp raised its holdings in shares of Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock valued at $64,158,971,000 after purchasing an additional 1,650,435 shares during the last quarter. Vanguard Group Inc. lifted its position in shares of Meta Platforms by 0.8% during the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock valued at $142,149,566,000 after purchasing an additional 1,532,568 shares in the last quarter. Finally, Corient Private Wealth LLC lifted its position in shares of Meta Platforms by 103.5% during the 2nd quarter. Corient Private Wealth LLC now owns 1,998,624 shares of the social networking company's stock worth $1,475,166,000 after buying an additional ...

Lmcg Investments LLC increased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 7.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 22,419 shares of the social networking company's stock after purchasing an additional 1,645 shares during the period. Meta Platforms accounts for 1.0% of Lmcg Investments LLC's portfolio, making the stock its 26th largest position. Lmcg Investments LLC's holdings in Meta Platforms were worth $16,464,000 as of its most recent filing with the Securities and Exchange Commission. A number of other institutional investors have also recently added to or reduced their stakes in META. Vanguard Group Inc. boosted its holdings in shares of Meta Platforms by 0.8% during the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock valued at $142,149,566,000 after acquiring an additional 1,532,568 shares during the period. State Street Corp lifted its position in Meta Platforms by 1.9% in the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock valued at $64,158,971,000 after purchasing an additional 1,650,435 shares during the last quarter. Geode Capital Management LLC boosted its stake in Meta Platforms by 1.3% during the 2nd quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company's stock valued at $37,902,948,000 after purchasing an additional 682,768 shares during the period. Norges Bank bought a new position in Meta Platforms in the 2nd quarter worth about $23,155,393,000. Finally, Charles Schwab Investment Management Inc. grew its position in Meta Platforms by 1.8% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company's stock worth $10,694,644,000 after purchasing an additional 262,550 shares during the last quarter. 79.91% of the stock ...

Verdence Capital Advisors LLC decreased its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 8.4% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 37,887 shares of the information services provider's stock after selling 3,493 shares during the quarter. Verdence Capital Advisors LLC's holdings in Alphabet were worth $10,227,000 at the end of the most recent quarter. Other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. boosted its stake in shares of Alphabet by 1.3% in the second quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider's stock worth $73,927,821,000 after acquiring an additional 5,182,111 shares during the period. State Street Corp raised its stake in Alphabet by 1.3% during the 2nd quarter. State Street Corp now owns 188,914,125 shares of the information services provider's stock valued at $33,511,477,000 after purchasing an additional 2,428,266 shares during the period. Geode Capital Management LLC lifted its holdings in Alphabet by 0.4% in the 2nd quarter. Geode Capital Management LLC now owns 107,760,033 shares of the information services provider's stock worth $19,022,926,000 after purchasing an additional 441,177 shares in the last quarter. Sanders Capital LLC boosted its stake in Alphabet by 6.4% in the 2nd quarter. Sanders Capital LLC now owns 35,357,943 shares of the information services provider's stock worth $6,272,146,000 after purchasing an additional 2,117,990 shares during the period. Finally, Charles Schwab Investment Management Inc. boosted its stake in Alphabet by 2.3% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 31,503,035 shares of the information services provider's stock worth $5,588,323,000 after purchasing an additional 695,736 shares during the period. Hedge funds and other institutional investors own 27.26% of the company's stoc...

JCIC Asset Management Inc. bought a new position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 93,970 shares of the information services provider's stock, valued at approximately $22,886,000. Alphabet makes up 7.2% of JCIC Asset Management Inc.'s holdings, making the stock its biggest position. Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in Alphabet by 1.3% in the second quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider's stock valued at $73,927,821,000 after purchasing an additional 5,182,111 shares during the period. State Street Corp increased its holdings in Alphabet by 1.3% during the 2nd quarter. State Street Corp now owns 188,914,125 shares of the information services provider's stock worth $33,511,477,000 after purchasing an additional 2,428,266 shares during the period. Geode Capital Management LLC raised its position in Alphabet by 0.4% in the 2nd quarter. Geode Capital Management LLC now owns 107,760,033 shares of the information services provider's stock valued at $19,022,926,000 after purchasing an additional 441,177 shares in the last quarter. Sanders Capital LLC boosted its stake in shares of Alphabet by 6.4% in the 2nd quarter. Sanders Capital LLC now owns 35,357,943 shares of the information services provider's stock valued at $6,272,146,000 after buying an additional 2,117,990 shares during the period. Finally, Charles Schwab Investment Management Inc. boosted its stake in shares of Alphabet by 2.3% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 31,503,035 shares of the information services provider's stock valued at $5,588,323,000 after buying an additional 695,736 shares during the period. Hedge funds and other institution...

Quantum Portfolio Management LLC boosted its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 65.4% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 20,654 shares of the information services provider's stock after buying an additional 8,166 shares during the quarter. Alphabet makes up about 1.5% of Quantum Portfolio Management LLC's holdings, making the stock its 12th biggest holding. Quantum Portfolio Management LLC's holdings in Alphabet were worth $5,030,000 at the end of the most recent reporting period. Other institutional investors have also added to or reduced their stakes in the company. J.Safra Asset Management Corp raised its stake in shares of Alphabet by 27.0% during the third quarter. J.Safra Asset Management Corp now owns 36,083 shares of the information services provider's stock valued at $8,788,000 after acquiring an additional 7,672 shares during the last quarter. Oak Ridge Investments LLC increased its holdings in Alphabet by 1.8% during the 3rd quarter. Oak Ridge Investments LLC now owns 241,049 shares of the information services provider's stock valued at $58,707,000 after purchasing an additional 4,280 shares during the period. Tred Avon Family Wealth LLC purchased a new position in Alphabet during the 3rd quarter valued at about $4,119,000. FAS Wealth Partners Inc. raised its position in Alphabet by 1.6% during the 3rd quarter. FAS Wealth Partners Inc. now owns 52,379 shares of the information services provider's stock valued at $12,757,000 after purchasing an additional 817 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA lifted its holdings in Alphabet by 1.7% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 414,605 shares of the information services provider's stock worth $100,977,000 after buying an additional 6,994 shares during the period. Hedge funds and other institutional investors own 27.26% of the c...

格隆汇1月26日｜中央纪委国家监委网站1月26日通报，据安徽省纪委监委消息：安徽民航机场集团有限公司原党委书记、董事长周晞桥涉嫌严重违纪违法，目前正接受安徽省纪委监委纪律审查和监察调查。

Key Points While Internet Computer is up to start the year, it still trades at a 99.5% discount to its all-time high from 2021. Internet Computer has attempted to rebrand itself as an artificial intelligence (AI) cryptocurrency, but with limited success. Given Internet Computer's precipitous slide over the past five years, it's time to move on elsewhere for better investment opportunities. 10 stocks we like better than Internet Computer › For the year, Internet Computer (CRYPTO: ICP) is up a resounding 30%. That's well ahead of market bellwether Bitcoin, which is up a modest 5% in 2026. Based on that data alone, you might be convinced that this high-flying cryptocurrency is worth a closer look -- especially since it is often lumped into the group of cryptocurrencies known as artificial intelligence (AI) coins. Surely, any cryptocurrency that has the tailwinds of artificial intelligence behind it is a buy, right? 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 » Internet Computer's historical track record Unfortunately, the answer is no. Just take a look at the long-term chart for Internet Computer. After trading as high as $750 back in May 2021, it has dropped precipitously in value, and now trades for just a few bucks. It's down 99.5% from its glory days. When people talk about a cryptocurrency falling all the way to zero, this is what they are talking about. Cryptocurrencies can -- and do -- lose almost all of their value. It happens with meme coins all the time. That's why cryptocurrency investing can be so risky: The valuation of any cryptocurrency is often propped up by hype, buzz, and speculation. When that wears off, a coin can collapse in value. Is there any reason to invest in Internet Computer? That being said, there's a case -- albeit a weak one -- for investing in Internet Computer today. That's because Internet Computer currently ranks as the third-largest AI coin on th...

格隆汇1月26日｜鼎通科技(688668.SH)公告称，公司股票交易连续三个交易日内收盘价格涨幅偏离值累计达到30%以上，属于股票交易异常波动的情况。公司近期生产经营正常，未发生重大变化。经公司自查，公司卫星通信总成系统的CANFD连接器产品已得到客户认证，根据客户订单需求进行交付中，但占公司整体营业收入较小，不足1%，对公司收入影响较小。

西班牙铁路基础设施管理局通报，在马德里至巴塞罗那高铁线路上又发现一处新的钢轨断裂点，已对相关区段实施每小时80公里的临时限速。通报称，技术人员正在开展抢修作业，采用加装连接构件的方式对受损钢轨进行加固和衔接，以尽快恢复线路安全运行。（央视新闻）

Chad Hugo is suing Pharrell Williams, his production partner in the Neptunes, over claims that Williams owes Hugo up to $1m from their final album as NERD, 2017’s No One Ever Really Dies. The Neptunes defined the sound of pop music in the late 90s and early 00s, producing for artists including Kelis, Britney Spears, Beyoncé, Clipse and Justin Timberlake. As NERD, they released five albums. Lawyers for Hugo allege that Williams, in his own right a producer for artists including Kendrick Lamar, Ed Sheeran and the Weeknd, has withheld royalties and shares from touring income and merchandising, and that he refused to share documents that would clarify Hugo’s earnings despite repeat demands for financial disclosure. Hugo’s lawyers say the demands were ignored or met only with “limited” and “incomplete” documentation in “a breach of the operating agreement”. They estimate that the earnings due to Hugo from No One Ever Really Dies could exceed “$750k-$1m” They claim Williams perpetuated a “systematic denial” of Hugo’s rights, alleging that he engaged in “self-dealing, concealed material information and … diverted revenues owed to plaintiff. Such wilful, fraudulent and malicious conduct warrants the imposition of punitive damages.” A representative for Williams told Billboard magazine that a standard accounting review was under way. “The lawsuit filed is premature as there may not even be a dispute between the parties. “If the accounting review determines that money is owed, the appropriate party will pay it. Pharrell has consistently acted in good faith. He has great respect for Chad and looks forward to resolving this in a way that honours their shared history.” It is the second lawsuit that Hugo has filed against Williams. In 2024, he accused him of “fraudulently” attempting to control the Neptunes name. The matter is still the subject of a federal trademark tribunal. At the time, representatives for Pharrell told Billboard that he was “surprised” by the filing. “We have...

蒙草生态公告，控股子公司盛乐奥体与和林文体局签署的和林PPP项目合同提前终止，债务重组涉及项目费用总额8387.17万元。和林文体局已累计支付2458.79万元，尚未支付5928.38万元，分别于2026年1月30日和3月1日前支付。项目终止不会对公司生产经营及业绩产生重大影响。

《科创板日报》1月26日讯（记者 黄心怡） 又一AI芯片独角兽启动IPO。 根据港交所官网显示，爱芯元智半导体股份有限公司（以下简称“爱芯元智”）已通过聆讯。据招股书，爱芯元智成立于2019年，是人工智能推理系统芯片（SoC）的供应商，专注为边缘计算与终端设备AI应用打造高性能感知与计算平台。 根据灼识咨询，按2024年度出货量计，爱芯元智是全球TOP5的视觉端侧AI推理芯片供应商，市占率6.8%，中高端产品市占率24.1%，位列该细分市场首位。 ▍累计交付超1.65亿颗SoC芯片 今年9个月营收2.69亿 根据灼识咨询的数据，爱芯元智旗下的爱芯智眸AI-ISP是全球首个实现规模化商用的AI-ISP解决方案。 截至2025年9月30日，爱芯元智累计交付量已突破1.65亿颗SoC，已独立开发五代SoC并实现其商业化，涵盖数十种类型，在视觉终端计算、智能汽车和边缘AI推理应用中实现大规模生产。 在财务数据方面，2022年至2024年，爱芯元智的收入从5020万元增长至4.73亿元，年复合增长率206.8%。今年前9个月，公司收入为2.69亿元，而去年同期2.54亿元。 爱芯元智有超8成的收入来自终端计算产品（包括视觉感知SoC、视觉感知辅助SoC和芯片）。 爱芯元智的总出货量从2022年的92.8万颗增长到2024年的786.06万颗，智能汽车及边缘AI推理产品的出货量均大幅增加。截至2025年底，公司智能汽车芯片累计出货量已接近 100 万片。 不过，2025年前9个月终端计算产品出货量同比减少，主要是因为其根据市场需求和产品更新，终止了若干非主要产品。 与多数AI芯片公司一样，爱芯元智尚未实现盈利。 数据显示，爱芯元智2022年、2023年、2024年经调整净亏损分别为4.44亿、5.42亿、6.28亿元；2025年前9个月经调整净亏损为4.62亿元。 截至2025年9月30日，爱芯元智持有的现金及现金等价物为3.4亿元。 ▍前紫光展锐CTO创办 芯片首富加持 爱芯元智成立于2019年5月，由清华大学校友、前紫光展锐CTO仇肖莘创办。其CEO孙微风曾在中国电子科技集团公司第二十四研究所、海思半导体有限公司担任研发、项目管理和销售等关键职位。 成立至今，爱芯元智已获得韦豪创芯、启明创投、沄柏资本、美团、和聚资本、腾讯、联想之星、纪源资本、元禾、冯源资本、通商控股、耀途...

全文共23页，6万多个样本数据，万字数据报告全面解读漫剧行业最新的数据资料，行业核心观点与年度趋势。 本文为精简版，主要突出核心内容以及观点。 一、总体情况 （一）市场规模预估 2025年以前，漫剧市场的作品供给量不足千部。2024年末漫剧供给端开始试探性布局，但仍未形成规模效应，2025 年出现史诗级爆发，仅抖音端原生漫剧的上线数就突破6万部。 DataEye研究院预估，考虑抖音端原生付费模式、免费模式、免费APP以及其他社媒渠道，2025年漫剧市场规模可达168亿。 2025年，漫剧市场以付费模式或混合付费模式为主，但2025年Q4，部分漫剧厂商开始上线免费漫剧APP，以及将已有的付费漫剧转为“付免混合”模式。 2026年，考虑到免费漫剧兴起，DataEye研究院预估漫剧市场规模可达243.6亿元，涨幅达45%。 （二）市场播放量预估 2024年起，抖音及快手平台端原生漫剧内容开始兴起，部分动漫厂商开始布局端原生漫剧，主要以表情包/沙雕漫剧和小说漫为主，内容来源主要是小说改编，但播放量也仅为2025年的十分之一。 2025年是漫剧爆发元年，市场整体播放量超700亿，仅抖音端原生漫剧的播放量就达到了整体漫剧市场近70%。 （三）漫剧用户画像 根据QuestMobile最新数据显示，截至2025年12月短视频月活跃用户已达11.64亿，微短剧月活跃用户已达3.00亿。 而微博数据显示，2024年泛二次元用户规模已达5.03亿，接近短视频月活用户的一半，且远超微短剧月活用户。 DataEye研究院预估，2025年漫剧用户规模约占微短剧用户规模的三分之一，约1.2亿。2026年，考虑到漫剧市场的增速以及泛二次元用户的进入与融合，2026年漫剧用户规模约达2.8亿，接近短剧月活用户。 DataEye研究院选取抖音平台上漫剧作品常见的三大标签“漫剧”“动漫”“二次元”作为关键词组合进行测算，发现： 数据显示，31-40岁是规模最大的用户群体，占比达31.81%；24-30 岁人群占24.04%，18-23 岁人群占23.07% 这三个年龄段合计占比近80%，构成了漫剧的核心受众。 虽然18-24岁的“Z世代”人群占比排行第三，但从TGI指数来看，该群体用户TGI值高达151.9，偏好度远超整体水平，是内容传播、二次创作和口碑发酵的核心力量。 （四）全国漫剧企业分布情况 从企...

布达吉安说：“我的基本假设是：关税不会在短期内消失。” 进入2026年，美国宏观经济政策正悬在两个致命的“不确定性”之上：一是美国最高法院对总统关税权力的最终裁决；二是美联储主席鲍威尔的继任人选。 从本周起，美国最高法院步入长达四周的休庭期，这意味着备受关注的关税案进入了代价昂贵的“空窗期”。与此同时，美联储新任主席的竞争则来到“白热化”阶段，贝莱德高管里德（Rick Rieder）当前被视为领跑者。 这两大议题共同构成了当前市场研判的核心变量，全球投资咨询公司BCA Research首席新兴市场/中国策略师阿瑟·布达吉安（Arthur Budaghyan）对第一财经记者表示，在充分评估上述两大事件的不同情境后，他的核心观点是“看空美元、减持美股，并对包括美股在内的全球股票市场持谨慎态度”。 关税案悬而未决 去年11月5日，美国最高法院就美国总统特朗普是否有权依据《国际紧急经济权力法》（IEEPA）实施关税一案听取了首轮口头辩论。彼时，摩根大通对政治策略师的调查显示，美国政府依据IEEPA征收的关税在2025年底前被推翻的概率高达70%。然而，最高法院至今仍未作出裁决。进入本月后，法院仅在官网公布了几起受关注度较低案件的意见，关税案结果依然成谜。 根据美国政府的数据，相关关税每月给美国进口商造成超过160亿美元的损失。如果判决对特朗普不利，美国财政部可能不得不退回关税收入。法庭记录显示，企业界已向美国国际贸易法院（CIT）提交了大量申诉，截至1月中旬，此类案件已超过1500起。 世界黄金协会北美高级市场策略师卡瓦托尼（Joseph Cavatoni）分析称，若关税最终被推翻， 随着不确定性消退和风险偏好回归其他资产，黄金或将面临短期回撤 。但长期看，在地缘经济风险和政策波动不断的背景下，受央行、资产配置多元化以及风险对冲等多重需求支撑，金价仍将保持韧性。 布达吉安告诉第一财经记者：“我认为关税政策大概率将持续。即便最高法院的裁决未取消，特朗普政府也会寻找其他行政手段予以维持。除非美国经济出现显著衰退迹象，否则政府缺乏移除关税的动力。因此，我的基本假设是：关税不会在短期内消失。” 牛津经济研究院在本月的研究说明中写道，如果这些关税被裁定为非法，美国有效关税税率可能从目前的接近12%回落至8.3%。即便如此，预计美国政府将迅速采取行动，通过其他更具持久性的法律途径实施规...

*ST双成公告，预计2025年度净利润为1600万元至2300万元，同比增长120.43%至129.37%。预计营业收入为2.5亿元至2.9亿元，上年同期为1.74亿元。预计扣除非经常性损益后的净利润为1400万元至2000万元，同比增长119.52%至127.89%。

格隆汇1月26日｜豪威集团(603501.SH)公告称，公司全资子公司韦尔香港拟认购爱芯元智于香港联交所首次公开发行的股份，预计认购总金额不超过5000万美金。公司董事长虞仁荣持有爱芯元智1.12%股权，此次交易构成关联交易。投资金额不包括经纪佣金等费用，按1月26日汇率估算折合人民币约3.5亿元。此次投资旨在深化双方战略协同，推动技术与产业资源整合，增强公司技术储备与供应链韧性。爱芯元智是一家AI推理系统芯片供应商，专注于视觉终端、边缘推理及智能汽车领域。

We recently published 14 Stocks Jim Cramer Talked About. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer talked about. NVIDIA Corporation (NASDAQ:NVDA) continues to be on Jim Cramer’s radar. The CNBC TV host has continued to defend the stock even though gains have stalled lately. Since early November, the shares are down by 10%. During this time period, Cramer has asserted that NVIDIA Corporation (NASDAQ:NVDA)’s valuation is low when compared to the firm’s intellectual property. Analysts have also continued to be optimistic about the company. RBC Capital and Wolfe Research have reiterated Outperform ratings on the stock. Some of the reasons the analysts have cited as driving their confidence include NVIDIA Corporation (NASDAQ:NVDA)’s strong ecosystem, AI demand, and order backlog. In his recent remarks about the firm, Cramer asserted that market watchers should have more faith in the firm’s CEO. CEO Jensen Huang’s fireside chat with Eli Lilly’s CEO has also piqued Cramer’s attention, after the pair discussed the role AI could play in extending human lifespan. In this appearance, Cramer discussed a recent blog post by OpenAI CFO, Sarah Friar: “Right and when she says compute, again I’m referencing Sarah Friar, CFO of OpenAI. Compute’s a scarce resource in AI, well compute, a lot of people read that and they think, okay, that’s accelerated computing, that’s NVIDIA, that’s Jensen Huang. And yet if you look at NVIDIA, the stock can’t get out of its way.” While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

上交所发布关于对常熟风范电力设备股份有限公司购买炎凌嘉业事项的问询函。1月26日，公司披露《关于收购北京炎凌嘉业智能科技股份有限公司51%股权的公告》，拟使用自有及自筹资金人民币3.83亿元收购北京炎凌嘉业智能科技股份有限公司。交易完成后，炎凌嘉业将成为公司的控股子公司，并纳入公司合并报表范围。上交所要求公司补充披露对标的公司的整合安排，并结合标的公司所需技术储备、核心能力及资源等，说明对标的公司是否具备业务整合和管控能力，并充分提示风险。

格隆汇1月26日｜天威视讯(002238.SZ)公告称，公司与中资网络信息安全科技签署战略合作协议，双方将合作完成深圳市国资国企网络信息安全在线监管平台及安全运营分中心建设，形成网络安全治理体系。该协议为框架性协议，具体合作内容、业务实施进度等存在不确定性。对公司当期业绩不构成重大影响，未来经营业绩影响视后续业务推进情况而定。

昀冢科技公告，控股子公司池州昀冢电子科技有限公司拟增资扩股并引入投资方，公司及其他池州昀冢现有股东均放弃本次增资事项的优先认购权。本次增资扩股，公司控股股东、实际控制人、董事长兼总经理王宾先生拟出资4410万元认缴注册资本1898.6万元，增资价格为2.32元对应1元注册资本。新引入投资方增资资金来自其自有资金或自筹资金，增资款将用于片式多层陶瓷电容器业务发展。本次增资事项完成后，池州昀冢仍为公司控股子公司，不会导致公司合并报表范围发生变更。

China’s new dry dock near the South China Sea could help Beijing avoid having an aircraft carrier “gap” in the disputed waterway and pave the way for military outreach to the Indian Ocean, analysts said. According to a report by American geospatial intelligence company AllSource Analysis, satellite imagery on January 21 shows the first use of a new dry dock at Yulin Naval Base in the southern Chinese province of Hainan for the likely maintenance of Chinese Navy aircraft carriers The report said China’s second aircraft carrier, the Shandong , entered the naval base dry dock for the first time on January 20 or January 21, indicating an expansion of the dry dock’s capabilities and marking a “milestone” for the facility and People’s Liberation Army (PLA) carrier operations. Advertisement Construction of the Yulin Naval Base dry dock began in 2017 and it became operational in 2022, but it had not yet been used by aircraft carriers or vessels of similar tonnage, the AllSource report said. “Traditionally, major repairs and overhauls for Chinese aircraft carriers were confined to the Dalian Shipyard in northern China,” it said. “The ability to maintain and repair such large naval vessels in the South China Sea greatly improves the Chinese Navy’s ability to sustain carrier operations in this critical theatre.” 01:34 China’s most advanced aircraft carrier, the Fujian, enters service China’s most advanced aircraft carrier, the Fujian, enters service Dry docks are specialised basins that lift aircraft carriers out of the water for the maintenance, repair and overhaul (MRO) of submerged, inaccessible parts, such as hulls, propellers and sea chests, ensuring operational readiness and longevity. They are essential for cleaning and repainting to prevent corrosion and carry out complex overhauls.

昀冢科技公告，预计2025年年度归属于母公司所有者的净亏损约1.76亿元，上年同期净亏损1.24亿元。公司2025年归属于母公司所有者的净亏损同比扩大的主要原因为：（1）公司去年同期收缩对半导体引线框架业务的投资，放弃对池州昀钐半导体材料有限公司的优先增资权及实际控制权，确认非经常性损益5017.84万元。（2）公司消费电子业务受营销策略调整、基于客户信用进行订单优化及市场竞争加剧等影响，导致报告期内经营效益不及预期。

在1月中，贾国龙本打算重新“讨伐”罗永浩，不过“网络吵架”很快被叫停，贾国龙和罗永浩的微博都被禁言。随后人民日报对这次争议进行了连续多次点评，算是各打几十大板。 舆论战的背后，西贝莜面村创始人贾国龙做出了一个艰难的决定：关闭全国约102家门店。这个数字，占到了西贝总门店数的近30%。上海漕宝路日月光店、大华虎城店等曾经熙熙攘攘的门店，在春节前夕悄然拉下了卷帘门，结束了它们作为西贝门店的使命。 图源：九派新闻 正当外界以为贾国龙只会打嘴炮，西贝可能陷入更深危机时，2026年1月20日的一纸工商变更，让整个餐饮圈都为之侧目。 新荣记创始人张勇通过其全资持有的台州新荣泰投资有限公司获得了西贝4.42%的股权；蚂蚁集团前CEO胡晓明则通过杭州舟轩股权投资管理合伙企业持股2.21%。融资后，贾国龙仍持有26.16%的股份，保持实际控制人地位。 图源：网络 虽然官方未透露具体金额，但业内专家根据股权比例和西贝的品牌量级估算，本轮融资金额应该在数亿元人民币左右。这笔钱被外界戏称为西贝的“救命钱”。 看来，贾国龙这次对于罗永浩的反击是有备而来。 在如此困境和被骂“老登营销”后，竟然还有重量级玩家愿意入场西贝，两位投资人的背景和动机，成为了这次交易的最大看点。此外， 这笔融资又能否真正帮助西贝走出困境、实现起死回生？ 新荣记为什么要投资西贝？ 张勇本人是中国餐饮界的标志性人物。 他于1995年在浙江台州临海市创办“新荣记食府”小排档，以活海鲜起家。 历经二十余年，他将新荣记打造为以台州菜为核心的高端品牌，在全球仅拥有约18家门店，却累计摘获超过79颗米其林星，其上海门店人均消费达600-1000元。 图源：网络 张勇此次投资西贝，表面上看是一场“不合逻辑”的跨界——一个客单价600-1000元的高端品牌老板，为何要投资一个客单价不足百元、正在大规模收缩的所谓家庭聚餐品牌？ 张勇的算盘并不复杂，在首席商评看来，这笔投资可能蕴含着三个维度的协同： 其一，是供应链的立体互补。 新荣记在高端海鲜的源头上拥有极强掌控力，而西贝在牛羊食材与主食供应链上沉淀深厚。二者的结合，有望构筑一条覆盖全品类、兼顾品质与规模的餐饮供应体系。 其二，是商业模式的周期对冲。 新荣记代表着受经济波动影响显著的高端宴请消费，而西贝则具备大众正餐的民生韧性。张勇此举，实质上为其餐饮版图安装了一个周期减震器：上行周期借高...

当地时间1月26日，伊朗外交部发言人巴加埃就当前地区紧张局势和伊美关系问题作出表态，强调伊朗不寻求战争，但在面对威胁和挑衅时将坚决捍卫自身安全。巴加埃表示，伊朗的立场一贯而明确：伊朗从未欢迎战争，也从未回避外交与谈判，并已在实践中多次加以证明。他说，伊朗民众清楚看到，即便在外界普遍认为谈判成功可能性极低的情况下，伊朗仍然开展了五轮谈判。事实同样表明，破坏谈判进程、“推翻谈判桌”并将其“付之一炬”的，是美方在以色列政权配合下采取的行动。（央视新闻）

格隆汇1月26日｜冬季风暴导致航班取消，航空公司美股盘前下跌。美国航空下跌1.2%，达美航空下跌1.2%，捷蓝航空下跌0.2%。

闻泰科技公告，公司持股5%以上股东无锡国联集成电路投资中心（有限合伙）已完成减持计划，累计减持公司股份3449万股，占公司总股本的2.77%，减持价格区间为36.77～42.18元/股，减持总金额为13.26亿元。无锡国联集成电路投资中心决定提前终止减持计划。目前，该股东持有公司6223万股，占公司总股本的5.00%。