广期所碳酸锂主力合约大跌7%，报164660元/吨。

格隆汇1月26日｜碳酸锂主力合约日内跌超6.00%，现报166340元/吨。

小米集團－Ｗ(01810)出現大手買入15.68萬股，成交價$35.06，涉資549.741萬 AASTOCKS.com

(RTTNews) - Noble Corporation PLC (NE), a British offshore drilling contractor, said on Monday that it has bagged new contracts for 9 rigs comprising around $1.3 billion of backlog, including a three-year contract for the harsh environment semisubmersible Noble GreatWhite. Robert W. Eifler, CEO of Noble, said: "Additionally, the redeployment of four currently idle deepwater rigs should drive a meaningful utilization improvement across our fleet, with 92% of our 24 marketed floaters now contracted compared to 75% in our prior fleet status report. While these programs will present incremental one-time capital expenditure requirements in 2026, we expect them to help drive significantly increased fleet EBITDA and free cash flow in future years, which will be supported by a material reduction in capital expenditure beyond 2026." On a combined basis, Noble expects that these contract awards will entail around $50 million of contract preparation capital expenditure for 2026 in addition to the Noble GreatWhite program. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

关联股东同步转让股权，“独苗基”曾陷暴跌风波 旗下唯一一只产品或将易主，叠加股东股权的“大降价甩卖”，让尾部基金公司华宸未来基金陷入舆论中心。 日前，华宸未来基金发布公告称，拟召开基金份额持有人大会，将旗下唯一存续的公募产品，即华宸未来稳健添利的基金管理人变更为头部机构富国基金，投票表决时间为1月27日至2月25日17点止。 这一在业内罕见的单一产品管理人变更操作，引发市场诸多猜测。某大型基金公司人士向第一财经表示，除公司合并、业务整合等特殊情况外，单只产品独立变更基金管理人的案例较为稀少。有知情人士补充透露，本次变更仅涉及该只产品，并不涉及公司股权等其他层面的变动。华宸未来基金也表示，本次变更不影响公司其他业务正常开展。 值得注意的是，这只“独苗基金”此前因净值暴跌的异常表现一度被疑“踩雷”，散户化持仓特征加剧了资金出逃，最新规模已跌破清盘红线。与此同时，公司第一大股东华宸信托正二次挂牌转让40%股权，底价较首次挂牌骤降七成至480万元，评估机构更对公司持续经营能力持保留意见。 一家发展了近14年的基金公司，为何走到“核心产品送走、股东降价撤离”的境地？这场看似平静的“交接”背后，又折射出行业尾部机构怎样的生存现实？ “最后一基”为何转让？ 成为“独苗”尚不足半个月的华宸未来稳健添利，其管理人变更引发了市场诸多疑问。 近年来，华宸未来基金的公募业务版图近年来持续收缩，自2021年四季度起，公司长期维持3只公募基金在管规模。其中华宸未来稳健添盈在2024年四季度连续60个工作日规模不足5000万元，2025年2月通过持有人大会表决终止并清盘。 类似的场景再次上演，另一只产品华宸未来价值先锋同样因2025年四季度连续60个工作日规模不达标，于2026年1月通过持有人大会表决终止运作。至此，华宸未来稳健添利成为华宸未来基金仅剩的公募基金产品。 将唯一的产品管理权移交同业，在业内实属罕见。“非合并背景下，单产品变更管理人极为罕见。”有头部基金公司人士告诉第一财经，正常情况下，如果基金产品运营不下去了可以选择清盘处理，此次调整有可能是化解风险产品的主动选择。 这只“独苗基”此前曾因净值异常暴跌陷入舆论焦点。Wind数据显示，2025年11月27日至12月2日的4个交易日内，该基金A份额区间跌幅达7.41%，在全市场债券型基金（仅计算初始基金，下同）中位居跌幅榜首，且较第二名...

据同花顺iFinD数据，沪深京三市成交额超3.2万亿元，较上日此时放量1666亿元，预计全天成交金额约3.3万亿元。截至目前，沪市成交额14173亿元，深市成交额17519亿元，北证50成交额318亿元。

世界卫生组织已将其列为重点防控传染病，属于危险级别最高的生物安全4级病原体 【财新网】 近期，印度西孟加拉邦出现尼帕病毒疫情。截至1月23日，西孟加拉邦已有5例确诊病例，包括多名医护人员，超过100人被要求居家隔离。为防范疫情蔓延，与西孟加拉邦接壤的尼泊尔以及泰国已紧急加强边境口岸和机场的健康监测措施。 据《印度教徒报》报道，1月12日，西孟加拉邦的病毒检测实验室首次检测发现两名疑似尼帕病毒感染者，二人是距离该邦首府加尔各答约25公里的巴拉瑟特镇（Barasat）的私立医院的护士，其中一人已陷入昏迷、情况危急。1月14日，印度国家病毒研究所（NIV）的检测再次确认二人感染尼帕病毒，超过120名与感染者有过接触的人员被要求自我隔离，包括医院工作人员、家属和救护车司机。

在今日召开的腾讯年会上，腾讯董事会主席马化腾表示，2025年是AI大年。今年业内竞争激烈，除了AI还有社区团购、外卖，腾讯则稳扎稳打，唯一花钱投入比较多的就是AI。混元过去一年进行了结构调整，发力吸引人才，包括博士毕业生，接下来还要吸引AI原生人才重构AI团队。（第一财经）

来源：金十数据 众所周知，美国总统特朗普希望美联储降低利率。他甚至试图解雇美联储理事丽莎·库克（Lisa Cook），并对美联储主席杰罗姆·鲍威尔（Jerome Powell）展开刑事调查，以期影响央行决策。 然而，尽管特朗普公开呼吁降息，投资者似乎并不太纠结于本周能否再次迎来降息。 美联储将于当地时间周二和周三召开联邦公开市场委员会（FOMC）会议，并于周三下午（北京时间周四凌晨）会议结束后宣布利率决定。根据CME FedWatch工具的数据，投资者有97%的把握认为美联储将维持利率不变，而且他们似乎对此并不担忧。 “我认为市场不需要降息，坦率地说，我认为市场在今年初没有降息也能保持良好状态，”SoFi投资策略主管莉兹·托马斯（Liz Thomas）告诉MarketWatch。 美联储于2024年9月开启了当前的降息周期，自那时起，投资者对未来可能进一步降息给予了高度关注。因此，在此周期内，像高增长科技股这类风险偏好交易一直是市场受益者之一。 但到了2026年，投资者已开始看到股市正在摆脱这种趋势的转变。 托马斯表示，对于今年晚些时候更多降息的预期，并非当前市场的主要驱动力。作为证据，她指出，在过去几个月中，科技等增长型板块的表现一直落后于更具周期性的板块和价值股。能源、工业和材料板块的股票已成为2026年初的赢家。小盘股罗素2000指数也跑赢了规模更大的标普500指数。 “这是一个非常明确的周期性信号，它与降息或更宽松货币政策的预期无关，”托马斯说。“因此，我认为投资者对市场（上涨基础）的拓宽保持乐观，并期待其他板块在回报方面也能贡献力量。” 投资者正基于经济与盈利状况采取行动 股市上涨基础的拓宽之所以成为可能，是因为美国经济基本面保持稳定。 去年秋季美国政府停摆导致数据“荒”之后，投资者获得了更多可供分析的经济数据。近期数据显示，劳动力市场在2025年遭遇了一些疲软，但可能正在复苏，而通胀似乎基本受控，GDP增长也保持稳健。 这或许不是美国见过的最强劲的经济，但情况似乎很稳定。当经济向好时，会产生水涨船高的效应，从而惠及股市的周期性部分。 这已在企业财报中体现出来。目前，与2026年预期的降息次数相比，投资者可能更关心盈利的质量。 包括“七巨头”在内的大型科技股是2024年和2025年盈利增长的主要驱动力。然而，华尔街专业人士认为，今年标普500指数中其余公司...

南京市政府印发《关于加快培育新质生产力推动高质量发展的若干政策（2026年版）》。其中指出，大力集聚平台总部企业。开展平台经济招引培育行动，健全重点平台总部企业走访服务机制，帮助协调解决生产经营中存在的困难问题。用好平台经济、总部经济高质量发展政策，积极招引平台型、链主型、研发型企业总部，打造“总部+上下游”产业生态。开展总部企业等级评定，鼓励金融机构针对总部企业特点开发创新金融产品。

Global Equities Roundup: Market Talk 富途资讯

Second body found in search for missing swimmers 19 minutes ago Share Save Share Save BBC Flowers were placed along the edge of the beach at Budleigh Salterton The body of a man has been recovered after two swimmers went missing on Christmas Day, police have said. Devon and Cornwall Police said emergency services were called just before 15:00 GMT on Sunday to Exmouth Beach following a report of a possible body seen near the shore. Formal identification is yet to be carried out, but officers said the family of a 64-year-old man from Budleigh Salterton had been informed. The body of a 47-year-old man, thought to be the other of the two swimmers who went missing on 25 December, was recovered on Tuesday. The family of Matthew Upham, owner of an antiques shop in Budleigh Salterton, Devon, previously named him as one of the swimmers. According to a friend, Upham had gone into the sea to help a woman in difficulty. "Matthew is deeply loved and will be forever missed," said his family, thanking emergency services who responded. Singer-songwriter Kate Bush paid tribute to 64-year-old Upham, who she said was one of her "very dearest friends" who she had known for 30 years. Emergency services were called to Budleigh Salterton shortly after 10:25 GMT on 25 December after two men in their 40s and 60s could not be located. The coastguard search operation was called off at about 17:00. RNLI crews as well as coastguard helicopters carried out extensive shoreline and offshore searches and a number of people were safely brought back to shore. They were checked either by paramedics at the scene or taken to hospital as a precaution. Organisers of some Christmas and Boxing Day swims in Devon and Cornwall had postponed or cancelled events due to a yellow weather warning for wind. Follow BBC Devon on X, Facebook and Instagram. Send your story ideas to spotlight@bbc.co.uk.

格隆汇1月26日｜南京市人民政府印发《关于加快培育新质生产力推动高质量发展的若干政策（2026年版）》，其中提出，加快未来产业布局建设。聚焦第六代信息通信（6G）、基因与细胞、先进半导体材料、原子级制造、脑机接口、合成生物等未来产业新赛道，建立国家、省、市协同衔接的未来产业先导区培育体系，对入选国家级未来产业先导区的园区给予支持。鼓励专业机构参与市级以上未来产业先导区运营服务，引入产业要素资源，完善产业创新生态。大力培育新一代光伏电池等未来能源，推进全市虚拟电厂能力建设。

Kiwis/iStock via Getty Images National HealthCare ( NHC ) has had a nice run in the recent months. Total return is 17% in the past 3 months and 51% in the past 6 months: Total Return of NHC vs. S&P 500 (Seeking Alpha) The gains appear to have been driven by earnings growth, with valuation ratios nearly unchanged from year-ago levels. EV/EBITDA is currently in the low double digits, which could indicate that the market is not expecting high earnings growth in the next few years. However, I continue to believe that high growth is the more likely outcome, and NHC remains the largest position in my portfolio. Inpatient stays in rehab hospitals and traditional hospitals are incredibly expensive. Recent trends of moving some of that inpatient burden to far less expensive skilled nursing facilities will continue. The result of this will be a continued increase in nursing home occupancy and patient acuity. For those that may not be familiar with the company, NHC owns and operates skilled nursing facilities, assisted living facilities, and independent living facilities. NHC also owns and operates home health, home personal care, and hospice agencies. Skilled nursing facilities are really the heart of the business, contributing approximately 85% of total revenue. Although NHC owns the majority of facilities that it operates, it rents a significant portion from National Health Investors ( NHI ). The master lease expires at the end of 2026, and lease renewal negotiations are ongoing. This article includes: A review of NHC's strong 3rd quarter results and a 4th quarter earnings preview. A section about the lease renewal between NHC and NHI, with a potential solution that would benefit both companies. Valuation using fair value models Potential hidden value in NHC's owned properties Overview and commentary on the primary risks the company faces 3rd Quarter Results and 4th Quarter Preview In November, NHC once again reported strong quarterly earnings . Highlights included adjusted...

郭毅可表示，“不应该担心‘人类被机器战胜’，而是应该思考怎么样用好人工智能来帮助我们人类自己更好地进化。” 【财新网】 2026年1月高山书院十周年系列活动期间，高山书院学术管理委员会委员、英国皇家工程院院士、中国工程院外籍院士、国际知名计算机科学家、香港科技大学首席副校长郭毅可在接受财新专访时表示，AI应用于投资领域，一定会比人类交易员做得更好。 人们在讨论人工智能问题的时候，会非常关注机器将来会不会取代人类？机器是不是会有意识？机器的智能跟人类智能有没有区别？郭毅可认为，“我们还要思考最基本的问题——什么是智能？什么是生命？什么是意识？它们之间的关系和智能产生的原理到底是什么样的科学进化过程？然后这些都要搞清楚智能机制是什么？这些都得要做一些的研究，如果没有这些基础性研究，只是空谈一些观点，是不会对学科的发展有太大影响的。”

日本首相、执政党自民党总裁高市早苗26日在党首辩论上称，若执政党阵营在众议院选举中未获得过半数议席，她将即刻辞职。（央视新闻）

现货黄金站上5110美元/盎司，日内涨2.44%。

腾讯正在通过其最擅长的社交打法，试图在日益拥挤的AI赛道中复制当年的移动支付奇迹。 1月26日，腾讯董事会主席马化腾在公司年会上定调2025年为“AI大年”，并宣布旗下AI应用“元宝”将于2月1日启动春节分10亿元现金活动。马化腾明确表示，希望通过此次高额补贴，重现当年微信红包“摇一摇”绑定数亿用户的盛况。这标志着腾讯已将AI产品的用户获取与活跃度提升至集团战略级的优先地位。 与此同时，腾讯元宝低调开启了名为“元宝派”的社交功能内测，马化腾透露该产品此前属于“绝密项目”。根据媒体报道，“元宝派”允许用户创建群组，AI在其中不仅担任助手，还深度参与社交互动。此举意味着腾讯正试图打破当前AI应用仅作为提效工具的局限，将其拉入高频的社交场景，通过“人机共生”的交互模式构建新的流量护城河。 分析人士指出，腾讯此次“左手重金补贴，右手社交裂变”的组合拳，显示出其在AI商业化落地上的紧迫感。在经历了去年的行业混战后，腾讯正试图利用其在社交链上的垄断优势，加速完成对用户AI使用习惯的“闪电式改造”，以应对字节跳动、百度等竞争对手在AI应用侧的激烈挑战。 10亿现金重注，意在复刻支付战役奇迹 对于腾讯而言，春节往往是其关键产品的爆发节点。马化腾在年会上提及，元宝即将展开的春节分10亿元现金活动，旨在复刻2015年微信支付的成功路径。当年，微信凭借春晚“摇一摇”发放数亿现金红包，成功将海量用户绑定至其支付生态，完成了对移动支付格局的颠覆。 根据腾讯官方发布的信息，此次活动将于2月1日正式上线。用户登录元宝App即可参与瓜分10亿现金红包，单个红包金额最高可达万元，此外还设有“万元小马卡”等激励机制。目前，元宝App已更新版本并开启预约，预约用户可获得额外抽奖次数。 市场观点认为，腾讯多年未在大规模现金补贴战中现身，此番重金投入元宝，凸显了管理层对AI赛道“不容有失”的决心。通过高额补贴降低用户门槛，再结合春节这一高流量窗口，腾讯意在短时间内迅速扩大元宝的用户基数，为其后续的社交化探索提供流量土壤。 “绝密项目”浮出水面，AI杀入社交腹地 除了资金投入，腾讯在产品形态上也打出了差异化的一张牌。据硬AI报道，1月26日开启内测的“元宝派”，被视为腾讯探索AI社交新形态的关键一步。 从流出的内测信息来看，“元宝派”打破了传统Chatbot（对话机器人）“一对一”问答的工具属性。用户可以创建...

格隆汇1月26日｜国海证券研报指出，顺丰控股短期利润扰动或面临拐点；收入稳增叠加降本增效，中期盈利能力有望稳步提升；长期看供应链及国际业务第二增长曲线蓄势待发。考虑到多网融通及营运变革深入推进，对成本费用节约的效果逐步显现，预计2025-2027年归母净利润分别110.75亿元、122.85亿元、138.23亿元，同比增长8.90%、10.92%、12.52%，对应PE分别18倍、16倍、14倍。参考顺丰控股A股近三年平均PE（TTM）约24倍，考虑公司激活经营下业务量增长、精益管理成本费用有望带动利润率提升，预计进入产能投放后回报周期，远期国际业务有望打开增长空间，首次覆盖，给予公司“买入”评级。

在今日召开的腾讯年会上，腾讯董事会主席马化腾表示，腾讯视频去年没那么多爆款产品，要给耐心，这跟投入周期有关。腾讯视频去年受到短剧冲击，除了坚持高品质长视频投入，接下来也要做一些广告驱动的产品。（第一财经）

格隆汇1月26日｜A股市场疫苗股集体走强，其中，华兰疫苗、金迪克20CM涨停，智飞生物涨超15%，康乐卫士涨超13%，康希诺涨超12%，沃森生物涨超10%，康泰生物涨超7%，万泰生物涨近6%。 消息面上，近日，印度西孟加拉邦暴发尼帕病毒疫情。可人传人，死亡率最高达75%，尚无疫苗。泰国民航局宣布，26日起对来自印度西孟加拉邦的航班进行全面筛查，以防止尼帕病毒输入泰国。 值得注意的是，金迪克对媒体称，公司注意到了尼帕病毒相关新闻，但公司没有相关产品。

南京市人民政府印发《关于加快培育新质生产力推动高质量发展的若干政策（2026年版）》，其中提出，加快未来产业布局建设。聚焦第六代信息通信（6G）、基因与细胞、先进半导体材料、原子级制造、脑机接口、合成生物等未来产业新赛道，建立国家、省、市协同衔接的未来产业先导区培育体系，对入选国家级未来产业先导区的园区给予支持。鼓励专业机构参与市级以上未来产业先导区运营服务，引入产业要素资源，完善产业创新生态。大力培育新一代光伏电池等未来能源，推进全市虚拟电厂能力建设。

A baggy green cap worn by the Australian cricket great Sir Donald Bradman has sold for $460,000 to an anonymous buyer at a Gold Coast auction. Bradman wore the cap during the 1947-48 series against India – his final home Test series before retiring in 1948 with a career batting average of 99.94, earning him the reputation as cricket’s greatest batter. Bradman gifted the cap to the Indian cricketer SW Sohoni during the series and it remained with his family for generations, never exhibited publicly. It was sold on Monday afternoon by Lloyds Auctions. View image in fullscreen The Sohoni family displays Bradman’s cap before auction. Photograph: Lloyds Auctioneers and Valuers Lee Hames, the chief operating officer of Lloyds Auctioneers and Valuers, called the cap a “holy grail of cricket” before the bidding commenced. Hames said at the auction that Sohoni’s “dying wish was to have the cap return to Australian shores”. “It has been hidden for 75 years, that’s over three generations under lock and key,” he said. “If you were a family member you were only allowed to look at it when you were 16 years old for five minutes.” A spokesperson for Lloyds Auctions said the cap would now remain in Australia and “will be put on display at a prominent museum”. View image in fullscreen Sohoni and Bradman’s names are inscribed in the interior of the cap. Photograph: Lloyds Auctioneers and Valuers On the inside of the cap, the names “D.G. Bradman” and “S.W. Sohoni” are inscribed. Bids for the baggy green started at $1, garnering significant interest from buyers in person and online from around Australia, India and the UK – ultimately selling for $460,000 before the addition of a 16.5% buyer’s premium. “Cherished in the family collection ever since, this cap links you to Don Bradman’s invincible era and a memorable exchange with the Indian squad,” the cap’s auction description said. “Australia dominated, winning 4–0 with one match drawn … part of the post-World War II revival of internat...

Caribbean cannabis growers eye budding domestic sales and exports 5 hours ago Share Save Gemma Handy Business reporter, St John’s, Antigua Share Save Gemma Handy Antiguan cannabis grower Michaelus Tracey says that a lot of effort is put into developing new strains Rub the leaf and inhale the fragrance, Michaelus Tracey is saying. The musky scent of this cannabis plant is distinctly different from the citrusy aroma of another that he is also holding. To the untrained eye, the neat rows of flowering cannabis crops in front of us are indistinguishable from each other. Yet master cultivator Tracey can identify the separate varieties by their smell and the shape of their leaves. Nine strains are being grown here at Pineapple Road, a farm deep in the countryside on the Caribbean island of Antigua. The warm temperatures, abundant sunshine, and high humidity make this prime territory for growing the plants. Intense trials were conducted to produce the various strains, Tracey explains. "We wanted different flavour profiles as well as different effects, but all with a medicinal value - something to help you relax, something to give you more energy, more pain relief, less anxiety." Gemma Handy Cannibis plants thrive in Antigua's warm, sunny conditions Last year marked a decade since Jamaica decriminalised the recreational use of cannabis and legalised its production and sale for medical reasons. Several other Caribbean nations, including the twin island country Antigua and Barbuda in 2018, have since followed suit. Smoking cannabis is emblematic of Caribbean culture, to the extent it has become a cliché. But while the region's affection for the plant is well documented, its status as a leader in the field is less so. Today the region is home to a plethora of legally registered cannabis farms and medicinal dispensaries, where both locals and tourists can purchase the drug if they have a valid medical authorisation card. Yet Prof Rose-Marie Belle Antoine, an expert on the cannab...

加尔各答附近一家私立医院的两名医护人员是本次立百病毒疫情中最早被确诊的患者。 （示意图／Pixabay） 印度西孟加拉邦一名卫生官称，加尔各答附近一家私立医院的两名医护人员是本次立百病毒疫情中最早被确诊的患者。 印度媒体引述西孟加拉邦的一名卫生官员说，加尔各答附近一家私立医院的两名医护人员，极有可能是从一名出现严重呼吸道症状的患者那里感染立百病毒（Nipah virus）。这名患者在接受立百病毒检测前就已去世。 位于印度东部的西孟加拉邦近期出现立百病毒疫情，确诊病例已升至五起。感染者正在西孟加拉邦首府加尔各答及周边医院接受治疗，其中一名患者病情危重。 报道说，当地政府正采取措施遏制病毒传播，目前已有近百人被要求居家隔离。由于立百病毒通常由蝙蝠传染给人类，西孟加拉邦已要求多个动物园对圈养的蝙蝠进行采样检测。 据世界卫生组织（WHO）介绍，立百病毒是一种人畜共患病毒，可通过受感染的动物（如蝙蝠或猪）或受这些被感染动物唾液、尿液、排泄物污染的食物传染给人类，少数情况下也可人际传播。人类感染后的症状包括急性呼吸道感染和致命性脑炎，病死率通常在40%以上。目前尚无获得许可的疫苗或特效药。 流行病专家建议人们勤洗手、避免直接接触感染者或疑似确诊者的体液。 由于蝙蝠是立百病毒的天然宿主，专家警告人们避免接触任何与蝙蝠相关的事物，包括避免前往蝙蝠栖息地、避免接触蝙蝠、避免食用可能被蝙蝠污染的生食，如生枣椰树汁或生水果等。 养猪场等区域则须定时进行常规清洁消毒，以有效预防病毒。此外，计划兴建养猪场时，须考虑周边地区是否有果蝠出没。 印度自2001年以来多次出现立百病毒疫情。2025年5月17日至7月12日，印度喀拉拉邦报告了四起立百病毒感染病例，其中包括两起死亡病例。

格隆汇1月26日丨现货黄金涨逾2%，首次站上5100美元/盎司，日内大涨超110美元。

中国国开行2025年发放铁路贷款超过2000亿元（人民币，下同，363.7亿新元），同比增长27.8%，铁路贷款余额首次突破1万亿元。图为河北雄安新区，高铁列车驶入白洋淀站。 （中新社） 中国国开行2025年发放铁路贷款超过2000亿元（人民币，下同，363.7亿新元），同比增长27.8%，铁路贷款余额首次突破1万亿元。 据新华社报道，至2025年底，中国国开行参与支持的高铁项目运营总里程超过4.25万公里，占高铁网运营总里程的85%以上。 报道称，2025年，国开行发挥中长期投融资优势，积极运用中长期贷款、国开新型政策性金融工具等，支持干线铁路、重要支线铁路和铁路枢纽建设，助力沪渝蓉沿江高铁、重庆至昆明高铁等标志性项目建设。 国开行交通运输业务部总经理关宏岩表示，下一步，将持续加大对高铁网主通道建设、普速铁路干线通道能力提升、铁路多式联运和数智化升级、高铁“走出去”等领域支持力度，为完善现代化综合交通运输体系作出新贡献。 中国国家铁路集团今年1月公布，中国过去五年的铁路营业里程由14.63万公里增长12.8%至16.5万公里，高铁由3.79万公里增长32.98%至5.04万公里，已建成世界规模最大、先进发达的高速铁路网。 但与此同时，中国高铁却一直被传负债压力大，多条线路亏损。国铁集团负债2025年上半年负债约6.19万亿元。

现货黄金站上5100美元/盎司，日内涨2.24%，续创历史新高。

Russia’s first domestically-built ice-class tanker is closing in on the US-sanctioned Arctic LNG 2 plant, expanding the facility’s fleet of vessels able to transport the fuel in winter. The Alexey Kosygin tanker has completed its monthlong maiden journey across the eastern part of the Northern Sea Route and is preparing to dock at the Novatek PJSC -led plant, according to ship-tracking data compiled by Bloomberg. Once the Alexey Kosygin docks at Arctic LNG 2, it will be only the second ever ice-class tanker to do so. It is rated Arc-7, the highest ice-class ranking, which means the ship can service the plant in the winter. Until now, the only such vessel going to the facility has been the Christophe de Margerie. Designed to be Russia’s largest liquefied natural gas plant, Arctic LNG 2 is central to the country’s ambition to triple annual LNG output to 100 million tons and capture a 20% share of the global market. The addition of another ice-class tanker to the plant’s winter fleet would support LNG production and exports during the season when thick ice covers Arctic waters. The operator and Novatek, the project’s largest shareholder, did not respond to Bloomberg requests for comment on the current or future operations of the vessel. With a design capacity of nearly 20 million tons per year, Arctic LNG 2 began producing super-chilled fuel at the end of 2023 but only started exports in the summer of 2024 after western sanctions delayed shipments. During winter, when ice thickens along the Northern Sea Route, only tankers with reinforced hulls can load cargoes at Arctic LNG 2. Most vessels servicing the facility are not designed to operate in such conditions, and western restrictions have made it difficult to procure additional ice-class ships. Domestic construction of ice-class tankers has also taken longer than expected due to limited expertise in Russia. The Alexey Kosygin, built at the Zvezda shipyard in the country’s Far East, was originally scheduled for deliver...