US Treasuries fluctuated as investors looked ahead to jobs data for clues on the path of interest rates and surging commodity prices kindled concerns about sticky inflation. The yield on 30-year Treasuries was two basis points higher at 4.87% after rising three basis points earlier in the day. The 10-year government note was steady, leaving the yield at around 4.25%. Bonds are posting small moves after the Federal Reserve fueled speculation it’s in no hurry to ease. Officials said they would need to see greater confidence on inflation before considering cuts, pushing back against expectations for aggressive near-term easing. The potential for price growth to accelerate remains a concern as Brent crude futures hit $70 a barrel for the first time since September. US President Donald Trump warned Iran to make a nuclear deal or face military strikes. Inflation “will remain sticky and not disinflate from here,” said Kevin Flanagan, head of fixed income strategy at WisdomTree. “It’s fair to see at some stage 10-year yields back near 4.5% and the 30-year around 5%.”

Sundry Photography/iStock Editorial via Getty Images Shares of Lam Research ( LRCX ) rose about 4% premarket on Thursday after fiscal second quarter results and outlook surpassed estimates, drawing positive reactions from analysts. RBC Capital Markets kept its Outperform rating on Lam and raised the price target to $290 from $260, noting that strong wafer fabrication equipment, or WFE, and favorable technology transitions drove the company's solid outlook. "LRCX reported strong Dec-25Q results driven by healthy WFE environment and share gains. Management sees ~23% WFE growth in 2026, above our expectations, and believes that the company can continue to outgrow the market. While NAND spending remains lumpy, LRCX has made solid progress in Foundry and is benefiting from CoWoS/HBM [Chip-on-Wafer-on-Substrate/High Bandwidth Memory] strength," said analysts led by Srini Pajjuri. The analysts expect WFE momentum to sustain into 2027 on the back of generative AI, or GenAI, demand and extreme supply tightness in memory. Tech transitions such as MolyB, Backside Power, and 4F2 offer additional tailwinds, the analysts added. Morgan Stanley maintained its Equal-weight rating on Lam but increased the price target on the shares to $244 from $211. "We are in an unprecedented period for WFE, and LAM’s 2026 WFE guidance surpassed even bullish expectations. With multiple levers for outperformance, we expect LAM to continueexecuting across all fronts," said analysts led by Shane Brett. The analysts noted that Lam's earnings were not necessarily a surprise. However, the company’s forward-looking industry commentary significantly exceeded expectations. Lam guided to 2026 WFE growth of 23% (from $110B to $135B), driven by strength in DRAM and leading-edge logic. Brett and his team noted that this compares favorably with their prior WFE growth forecast of 16%. The analysts added that Lam's management also indicated that risk is skewed to the upside, noting that “basically every customer i...

当消费降级成为商业领域的高频关键词，百货商场关店潮、购物中心空置率攀升成为常态，奥特莱斯却走出了一条逆势上扬的曲线。 二十余年来，从最初引进时的模式到如今的规模扩容，即便历经三年疫情冲击，其发展势头依旧强劲，据中国百货商业协会发布的数据，2023年全国奥特莱斯整体销售额达2300亿元，同比增长9.5%。国内首支奥特莱斯公募REITs的落地更彰显其资产价值。 然而，在高速扩张的喧嚣中，一个值得深思的命题愈发凸显：如今的奥特莱斯，早已脱离了引进时“下架、断码、非当季品牌折扣店”的核心定义， 这种蜕变是适应市场的进化，还是迷失本质的错位？一哄而上的跟风潮背后，行业又该如何守住长期发展的根基？ 01 奥特莱斯本来的模样和国内发展进程 稍微回顾一下奥特莱斯的历史沿革，中国第一家奥特莱斯是2002年12月18日开业的北京燕莎奥特莱斯，其定义是销售“过季、断码、下架商品为主的折扣零售集合体”，以此开启中国奥特莱斯的元年和始点。 至2005-2006年奥特莱斯开始爆发，其龙头百联青浦奥特莱斯于2006年开业，是中国首家开放式奥特莱斯，自运营以来长期稳居全国奥特莱斯销售榜首。据中商联报告显示，该项目2025年实现销售额突破63亿元，连续14年蝉联全国第一，是国内奥特莱斯业态当之无愧的“头牌”。 奥特莱斯这个词是来自英文Outlets的音译，在原来的零售语境中指品牌方处理过剩、过季、瑕疵或专供商品的直销渠道。如果去过美国、欧洲、日本等地，你都可以看到至今仍保留这个定义，其特征是： ·商品来源：正价体系无法消化的库存(非当季、断码、微瑕)； ·定价逻辑：成本导向+清仓目的，通常3–5折； ·空间隔离：远离正价店(通常>50公里)，避免价格冲突； ·消费动机：目的性购物(冲着特定品牌尾货而来)。 此时，“Outlets=尾货出口”，是供应链末端的泄压阀，而非独立零售业态。 而国内奥特莱斯业态的发展，从定义上看，可以大致分为三个阶段。 第一阶段(2002–2010，基本忠于原意)： 自一开始，也是遵循这一商业定义的，其代表性商场北京燕莎奥特莱斯、上海青浦百联奥特莱斯就是如此运营的： ·主要招商对象为品牌代理商或工厂，销售真实尾货； ·折扣力度大，常见3–6折； ·选址郊区，如上海青浦、北京东四环外，强调“远离市中心”； ·消费者认知清晰：“去奥特莱斯买便宜的大牌”。 此阶段，“过季、断码、下...

Caterpillar gets a big AI sales boost as tariffs drag Reuters

1月28日晚，尚纬股份（603333.SH）发布业绩预亏公告，预计2025年度实现归属于上市公司股东的净利润为-4000万元到-6000万元，而2024年同期这一数字为1634.29万元，公司同比由盈转亏。 “2025年，受外部宏观经济、行业竞争加剧影响，以及公司控制权变动带来的阶段性挑战，报告期内公司销售收入下降，预计实现营业收入14亿元，同比下降约18%，利润总额相应减少。”尚纬股份在公告中解释业绩下滑的原因。 “从行业上看，是有市场竞争加剧的风险。”时代财经致电尚纬股份董秘办，相关工作人员表示，“铜价整体上行，客户采购意愿偏向观望。” 同日晚间，尚纬股份亦披露了资产减值计提及报废公告。 公告显示，公司2025年预计计提固定资产减值准备约280万元、计提投资性房地产减值准备预计约420万元；公司报废资产主要是电缆生产设备和房屋建筑物，原值3481万元，净值1121万元。上述两项合计将减少净利润约1821万元。 前述相关工作人员表示，“设备是属于正常的技术老化淘汰更新，而且机器设备还有建筑物的主体是属于智能化升级的项目。” 尚纬股份的亏损在2025年三季度已有苗头。 财报显示，2025年前三季度公司实现营业收入9.45亿元，同比下降21.12%；归母净利润亏损2568.91万元，同比下滑235.22%。 对比近年数据，尚纬股份的营收从2023年的22.07亿元下滑至2024年的17.35亿元，同比增速分别为9.41%和-21.39%；与此同时，归母净利润也从2023年的2044.34万元下滑至2024年的1634.29万元。 对于业绩下滑，除了行业竞争加剧的影响，前述相关工作人员表示，“原实控人的个人原因也对公司有连锁反应，在经营项目的推进上较为迟缓。” 时代财经注意到，尚纬股份原实控人“李氏兄弟”——李广元、李广胜，两人曾合计持有公司超30%股权，其中超9成遭到司法标记/冻结。 2016年6月，弟弟李广元涉嫌单位行贿罪、行贿罪和虚开增值税专用发票罪，被判11年有期徒刑。随后，公司被交给哥哥李广胜打理。 然而，事情再次迎来转折。 李广胜在2024年12月因犯操纵证券市场罪，被判3年2个月有期徒刑，并处罚金700万元。这加剧了尚纬股份的经营困境。 2025年5月，福华化学通过司法拍卖等途径，取代李广胜成为尚纬股份控股股东，同时，公司实控人也由李广胜变更为张华。 据时...

由香港展览集团有限公司主办、香港旅游业议会协办的“香港旅游博览会2026”29日在香港会展中心开幕，一连四日的博览会致力打造集产品展销、文化体验等一体的综合性旅游平台。 开幕仪式上，香港特区政府文化体育及旅游局局长罗淑佩表示，今年是国家“十五五”规划开局之年，特区政府文体旅局会与业界一同充分善用中央各项惠港政策，进一步丰富高品质旅游产品，提高旅游服务质量，将香港打造成为一个让全球旅客“乐而忘返、念念不忘、一来再来”的世界旅游目的地。春节期间香港将举办多项大型精彩活动，诚意欢迎全世界各地旅客感受新春节庆魅力。 香港旅游业议会主席谭光舜表示，中央持续推出惠港政策，彰显了旅游业在香港发展中的重要性。特区政府负责“创造人气”，业界需把人气转化为“财气”。旅行代理商在其中扮演关键角色，须积极开拓更多元化的旅游产品。 据悉，本届展会汇聚了超过40家旅行社和邮轮公司，推出逾200条旅行线路的产品与优惠。现场还将举办超50场旅游主题讲座及表演。为丰富文化体验，主办方特邀香港电车历史文化协会等多家本土文化单位共同参展。展会现场设置冬日主题打卡点，延续节日氛围，并首次推出全新互动游戏环节，吸引更多人参与。(新华社)

2025年，上海金融运行总体平稳。 1月29日，人民银行上海总部召开2026年第一季度新闻发布会，系统介绍2025年上海金融运行情况。从披露的数据来看，在外部环境复杂、国内经济修复仍在推进的背景下，上海金融运行总体保持平稳，多项关键指标出现积极变化，结构性改善特征进一步显现。 数据显示，2025年上海社会融资规模同比多增1021亿元，融资结构持续优化，企业融资成本处于历史低位区间；自由贸易账户（FT账户）功能升级试点启动后首月运行平稳，跨境资金收付规模接近500亿元人民币；跨境人民币业务在规模和结构上同步提升，全年收付金额达32.4万亿元，占全国比重46%，继续保持全国第一。 业内人士认为，与“总量扩张”相比，2025年上海金融运行更值得关注的是结构变化和制度含量的提升，这些变化将对“十五五”时期上海金融体系的运行模式产生更为深远的影响。 融资结构符合高质量发展要求 从总量看，金融对实体经济的支持力度保持在合理区间。数据显示，2025年全年，上海社会融资规模增加11632亿元，同比多增1021亿元。 更具变化意义的是融资结构的调整。2025年，上海直接融资增加3419亿元，占社融增量的29.4%，较上年提升约15个百分点；同期，对实体经济发放的人民币贷款增加6589亿元，占比56.6%。其中，各类主体债券净融资2872亿元，同比多增1517亿元。 从信贷规模来看，贷款保持平稳增长。截至2025年12月末，上海本外币贷款余额13.07万亿元，同比增长6.5%，略高于全国平均水平；全年新增贷款7967亿元。从增速看，信贷扩张并不激进，节奏相对稳定。 在部门分布上，住户贷款余额同比增长8.1%，其中个人住房贷款增长7.9%；非金融企业贷款余额同比增长4.5%；境外贷款余额同比增长22.9%。 就资金投向而言，信贷结构继续向科技创新和普惠领域集中。2025年末，信息技术业贷款余额同比增长35.4%，科研服务业增长23.4%，普惠小微贷款增长14%。 融资成本持续下降，企业端感受更为明显。2025年12月，上海新发放企业贷款加权平均利率为2.64%，同比下降38个基点；其中，小微企业贷款加权平均利率为2.96%，同比下降30个基点，均处于历史较低水平。 上海金融与发展实验室首席专家、主任曾刚对第一财经表示，2025年上海社融同比多增1021亿元，直接融资占比达到29.4%，较...

US Heating Bills Expected To Spike Nationwide As Gas, Electricity Costs Continue To March Higher As Americans brave a brutal cold snap, households are facing higher heating bills this summer . According to a report released last week by the National Energy Assistance Directors Association (NEADA), heating prices are expected to rise by 9.2% in the 2025-2026 winter vs. one year ago . According to the NEADA analysis, electricity costs are expected to rise $12.2%, or $133 this winter, while gas prices are projected to rise 8.4% or $54. Heating oil costs are expected to remain flat , while propane should be down 1.4%, or $18 this winter. Several factors are at play pushing retail electricity prices higher. "Higher interest rates have increased the cost of financing power plants and transmission projects . Rising natural gas prices are pushing up electricity generation costs. At the same time, electricity demand is growing rapidly, driven in part by the expansion of data centers, " reads the report cited by Fox Business . "Aging grid infrastructure and regional capacity constraints are adding further system costs," the report continues. "In addition, reduced federal incentives for renewable energy have slowed new clean energy investment." NEADA notes that more than 210 electric and natural gas utilities have either raise rates or proposed to do so within the next two years, which amounts to roughly $85.5 billion - and continues a trend seen in recent years of average monthly residential electricity bills rising faster than average inflation. Low and moderate-income households are of course hit the worst, as they spend between 6% and 10% of their income on energy, roughly 3-5x what higher-income households pay. Additionally, about one-in-six households are behind on utility bills, with Americans collectively owing about $23 billion to electric and gas utilities. NEADA estimates that up to 4 million households faced utility disconnections last year, an increase of about 50...

又有药企冲刺港交所。 近日，登陆科创板四年的迪哲医药（688192.SH）宣布提交港股上市申请，成为2025年以来第14家宣布赴港上市的内地上市药企。过去一年多来，包括恒瑞医药（600276.SH；01276HK）、迈威生物（688062.SH）、长春高新（000661.SZ）、贝达药业（300558.SZ）等在内的13家药企相继启动“A+H”的上市计划，形成了新一轮“A+H”热潮。 时代财经注意到，政策推动是一大因素。自2024年4月以来，证监会发文明确支持龙头企业赴港上市后，港交所又相继宣布A股公司申请赴港上市可快速审批，并推出了服务于特专科技公司及生物科技公司的“科企专线”，进一步便利内地企业跨境上市。 1月27日，艾媒咨询CEO兼分析师张毅在接受时代财经采访时表示，除了政策支持外，药企A+H热潮背后的驱动因素还包括企业对资本渠道多元化的强烈诉求。“过去一年，创新药出海是一大热点，药企需要对接全球资金来对冲A股市场波动，并依托外汇融资来满足巨大的研发投入和海外商业化开支。赴港上市也能显著提升企业在国际市场的品牌形象，加速全球化布局，更有利于开展License-out（对外授权）等国际合作。” 迪哲医药在接受时代财经采访时也表示，公司申请港股上市主要是为了深化公司全球化战略布局，提升公司国际化品牌形象，进一步提升公司核心竞争力。港股成功上市后，公司将充分利用两地上市的优势，将更好地吸引国际投资者，并有利于公司与跨国药企之间的合作交流，以更好地推进公司国际化战略实施。 此外，张毅指出，A+H结构带来的估值协同效应、南向资金与ETF的资金支撑，对企业估值也有积极作用。另外，很重要的一点是，港交所在公众持股要求上相对宽松、流程也比较简化，企业上市的合规成本并不高。 除医药企业外，2026年开年以来，另有十余家A股上市公司宣布启动赴港上市计划，涉及新能源、有色金属、电器等诸多行业。张毅向时代财经指出，2026年，A+H的热度大概率会延续，但分化将非常明显。“港股IPO募资的潜力还是比较充足的，但政策和资金流动性都会更偏向于支撑龙头布局，中尾部企业将面临较大压力。” 年营收8亿元仍亏损 创新药研发有一个著名的“双十定律”，即一款新药从研发到上市，平均耗时10年以上，耗资数十亿美元。即使成功登陆A股市场，单一市场的融资能力仍有限。对于不少研发创新药的药企而言，虽有一定资金储...

NYCLA/iStock Editorial via Getty Images Royal Caribbean ( RCL ) shares were launched higher in Thursday’s premarket trading as an “outstanding” 2025 is expected to spill into 2026 as the company set its profit guidance comfortably above Wall Street’s expectations. “WAVE is off to a great start,” said Royal Caribbean CEO Jason Liberty, referring to industry-wide promotions that run from January to March, adding that he expects “another strong year of financial performance with both revenue and earnings growing double digits, expecting to reach our Perfecta goals by 2027.” To drive the company’s Perfecta Program—a three-year financial initiative to achieve an EPS CAGR of 20% and high-teen ROIC—Royal Caribbean ( RCL ) has made investments in vacation experiences, new ships, the expansion of its Celebrity river cruises, and five new destinations in 2028. These efforts, coupled with the strong financial performance in the fourth quarter, led the company to set ambitious goals for 2026, including adjusted earnings in a range of $17.70 to $18.10 per share, translating to a CAGR of 23% and above the consensus estimate of $17.66 per share. The company also anticipates double-digit revenue growth in 2026, driven by 6.7% higher capacity and yield growth of 2.1% to 4.1%, which includes 30 basis points of headwind from itinerary modifications in China. For the first quarter, the company anticipates a profit of $3.18 to $3.28 per share versus estimates of $2.91 per share. For the reported quarter , the cruise operator earned an adjusted profit of $2.80 per share, up 72% from a year ago and in-line with expectations. Adjusted EBITDA increased 34% to $1.48B, driving the adjusted EBITDA margin up 560 basis points to 34.8%. Total revenue for the final quarter of the year rose 13.3% to $4.26B, slightly below Wall Street’s lofty expectations. Shares are currently trading nearly 7% higher. More on Royal Caribbean Cruises Royal Caribbean Cruises: Challenging FY2026 Dynamics Meet Cheaper ...

格隆汇1月29日｜市场议论金价是否过热之际，渣打银行全球商品研究主管Suki Cooper在最新报告中明确指出，这波前所未有的涨势具备深厚的结构性支撑。数据显示，机构投资人的持仓增长速度实际上落后于金价的涨幅，且目前投机性部位占未平仓合约的比例仅约26.4%，远低于历史峰值的47.9%，这反映出当前市场并不存在过度投机的现象。 Cooper分析认为，金价的推动力已由传统宏观因素转向结构性驱动，包括市场对货币政策独立性的疑虑、对全球贸易关税摩擦的担忧，以及散户投资者对避险资产的积极配置。此外，选择权市场的隐含波动率与风险逆转指标均偏向看涨，显示投资者对未来走势仍具备信心。

Question: Microsoft beat earnings—why did the stock crater 7% after hours? Because Azure growth is decelerating, and the OpenAI dependency has just become very visible. Q2 fiscal 2026 revenue was $81.27 billion versus $80.27 billion expected. EPS hit $4.14, up from $3.97 expected. Both beats. But Azure growth guidance for Q3 was only 37-38% at constant currency, barely meeting the 37.1% consensus. Isn’t 37% cloud growth still phenomenal? Yes and no. Investors expected acceleration, not stabilization. More importantly, Microsoft disclosed that OpenAI represents 45% of its $625 billion commercial remaining performance obligation (backlog). That’s a massive single-customer concentration risk. More importantly, Microsoft guided for a slight dip in operating margins to roughly 45.1%, missing the 45.5% consensus, as the company ramps up AI infrastructure investments and capital expenditure. This didn’t sit well with the investors. Now, if you seek an upside with less volatility than holding an individual stock like MSFT, consider the High Quality Portfolio. It has comfortably outperformed its benchmark—a combination of the S&P 500, Russell, and S&P MidCap indexes—and has achieved returns exceeding 105% since its inception. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics. OpenAI is 45% of the backlog OpenAI committed $250 billion in cloud spending during Q2, which inflated Microsoft’s backlog by 110% year-over-year. Strip out OpenAI, and the remaining backlog only grew 28%. That’s solid, but the optics are terrible. If OpenAI can’t generate enough revenue to actually pay Microsoft (and Oracle, and everyone else), this backlog is vapor. What about margins? Q3 operating margin guidance came in at 45.1%, below the 45.5% consensus. That’s the real problem. Microsoft is spending $37.5 billion in quarterly capex (above the $34.3 billion es...

日本前首相鳩山由紀夫呼籲選民，在眾議院選舉投票時，考慮首相高市早苗涉台言論對日中關係的破壞。 共同社報道，鳩山在東京一個集會上發言，批評高市在國會答辯指，「台灣有事」可能構成可行使集體自衛權的「存亡危機事態」，說不能讓她繼續擔任首相。呼籲選民在下月八日眾議院選舉投票時應予以考慮，就這個問題來判斷高市是好是壞。 鳩山在民主黨執政時期，2009至10年期間擔任日本首相。

Mastercard profit exceeds expectations, set to lay off 4% globally Reuters

The 25-year-old actress announced she'd pulled out of the production, admitting she had not read the novel and saying she should have "paid more attention" to Zoe's background before signing up.

(RTTNews) - Mastercard Incorporated (MA) revealed earnings for its fourth quarter that Increases, from last year The company's earnings totaled $4.060 billion, or $4.52 per share. This compares with $3.342 billion, or $3.64 per share, last year. Excluding items, Mastercard Incorporated reported adjusted earnings of $4.278 billion or $4.76 per share for the period. The company's revenue for the period rose 17.6% to $8.806 billion from $7.489 billion last year. Mastercard Incorporated earnings at a glance (GAAP) : -Earnings: $4.060 Bln. vs. $3.342 Bln. last year. -EPS: $4.52 vs. $3.64 last year. -Revenue: $8.806 Bln vs. $7.489 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

ORCL260220C00350000 互動股市圖表 | ORCL Feb 2026 350.000 call 股市 Yahoo 財經

(RTTNews) - A.O. Smith Corp. (AOS), while reporting higher fourth-quarter profit above market estimates, on Thursday issued fiscal 2026 outlook, expecting increased earnings and sales. Quarterly sales edged up, but missed market view. For fiscal 2026, the company projects earnings per share of $3.85 to $4.15 and net sales of $3.90 billion to $4.02 billion. In fiscal 2025, earnings per share were $3.85 on net sales of $3.83 billion. The Wall Street analysts on average expect the company to report earnings of $4.03 per share on sales of $4.01 billion for the year. Analysts' estimates typically exclude special items. Steve Shafer, chief executive officer, said, "Our outlook for 2026, which includes Leonard Valve sales of approximately $70 million, projects our consolidated sales to increase 2% to 5% compared to 2025. We expect our full-year EPS to be between $3.85 and $4.15, a 4% increase over 2025 at the mid-point." In the fourth quarter, the company's bottom line came in at $125.4 million or $0.90 per share, higher than $109.7 million or $0.75 per share last year. The company's sales for the period edged up to $912.5 million from $912.4 million last year. The Street expected earnings of $0.84 per share on sales of $928.19 million. In pre-market activity, the shares were trading at $69.00, down 0.71%. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

挪威2万亿美元主权财富基金的管理团队周四表示，受科技、金融和矿业股上涨推动，该基金2025年盈利2470亿美元。 该基金全年实现利润2.36万亿挪威克朗（约合2469亿美元）。截至去年底，基金总价值达21.27万亿挪威克朗。2025年期间，基金实现回报13.5万亿克朗——创下自九十年代成立以来的最高年度回报纪录。 整体回报率较其基准指数回报低0.28个百分点。 占基金投资约71%的股票资产去年回报率达19.3%。 挪威银行投资管理公司代表挪威国民管理该基金。该基金成立于上世纪90年代，旨在投资 挪威石油 天然气产业的超额收入，目前已在60个国家投资超过7000家公司。 其最具价值的投资包括持有英伟达1.3%股份、 苹果 1.2%股份以及 微软 1.3%股份。 挪威银行投资管理公司首席执行官尼古莱·坦根（Nicolai Tangen）周四在声明中表示：“科技、金融和基础材料类股票表现突出，对整体回报做出重要贡献。” 该基金在基础材料领域的持仓包括矿业巨头弗雷斯尼洛公司——这家公司去年成为伦敦富时100指数表现最佳成分股，在白银热潮及收购Probe Gold公司的推动下股价飙升452.5%。 金融领域方面，基金持有 美国银行 、 摩根大通 和 高盛 的显著股份，同时在全球多家金融机构持有不同规模股份，包括欧洲银行业巨头 桑坦德银行 、 瑞银 集团、汇丰银行和裕信银行。近年来欧洲银行业一直是投资者的重要回报来源。 股票资产之外，挪威银行投资管理公司的固定收益投资2025年回报率为5.4%，非上市房地产回报率为4.4%。其可再生能源基础设施持仓去年回报率达18.1%。 2025年该基金价值增长1.53万亿挪威克朗（约合1599亿美元）。 责任编辑：张俊 SF065

当地时间1月29日，俄罗斯总统普京在克里姆林宫同到访的阿联酋总统穆罕默德·本·扎耶德·阿勒纳哈扬举行会谈，肯定阿联酋在乌克兰危机调解中的贡献。普京指出，在乌克兰危机问题上，阿联酋方面作出了积极努力，为俄乌交换被扣押人员工作推进以及在阿境内组织各类形式的接触沟通提供了大力协助。俄方对此高度认可，也衷心感谢穆罕默德促成上周在阿布扎比举行的安全问题工作组俄美乌三方会谈，以及其对俄方代表团的重视与关照。普京表示，建立一个能与以色列和平、安全共处的完整巴勒斯坦国，是解决巴以问题的核心原则，这也是实现巴以问题持久解决、维护地区长期稳定的关键。当前，各方密切关注伊朗问题的相关进展，“我们当然也都在密切关注当前伊朗方面的情况”。（央视新闻）

日本天气寒冷，分析认为这会影响投票率。图为日本福井市，一名行人走过一块竞选公告板，道路两旁都是积雪。 （路透社） （东京综合电）日本的初步民意调查显示，首相高市早苗领导的自民党有望在2月8日举行的众议院大选中赢得更多席位，甚至可能单独获得多数席位。 《日本经济新闻》报道，尽管选战仍处在初期阶段，但自民党选情正在升温。日经和《读卖新闻》联合展开的调查显示，自民党单独可赢得超过233个议席，也就是众议院465席中的超过半数。 共同社的民调则估计，自民党和日本维新会的执政联盟可赢得过半议席。 在众议院465个议席中，289个为单选区议席，其余176个为比例代表制议席。 目前，自民党和日本维新会分别有198席和34席；最大在野党立宪民主党有148席，公明党24席。 日经和读卖周二和周三（1月27日和28日），在日本全国通过电话和网络搜集的民意显示，在全部289个单选区中，自民党在近四成议席的赢面高，尤其是在西部的山口县、德岛县和熊本县，都呈现垄断的态势。 竞争激烈的选区有150多个，自民党在这些激战区支持率领先的议席有约100个。 在176个比例代表制议席中，预计自民党也将赢得约70个，超过2024年的59席。 由立宪民主党与公明党在1月22日组建的中道改革联盟，预计所赢得的议席将少于竞选前两党的总席数，甚至存在跌破100席的风险。 共同社周二和周三也向全国选民进行了电话调查，指自民党和日本维新会有望取得过半议席。自民党如果表现出色，不排除可以单独执政。民调显示，维新会在大本营大阪府以外的地区增势有限，能否达到现有的34席仍难预料。 共同社的民调也显示，中道改革联盟的势头不尽如人意，保守派参政党的议席有望从目前的两席大幅增加。 日本多地今年冬季的降雪量创下纪录，使人担心本届大选的投票率可能偏低。 大选的筹备工作已受到恶劣天气的严重影响，一些地区张贴候选人姓名、照片及政党信息的竞选公告栏，已被厚厚的积雪完全掩埋。 日本北部青森县有个镇因为天气恶劣，地方当局被迫将投票前竖立的竞选公告板减少到只有97个。去年夏季的参议院选举前，当地竖立了621个竞选公告板。 寒冷的天气也给地方政府带来后勤难题，一些地方政府抱怨难以安排选民投票事宜，迫使工作人员加班。 分析认为，寒冷的天气、高市的高支持率，以及疲弱的反对党，可能会加剧选民的冷漠情绪，使到投票率偏低。

铁路、民航客运量预计分别达到5.4亿人次和9500万人次。 2026年春运将于2月2日启动，3月13日结束，为期40天。 国家发展改革委副主任李春临29日表示，综合研判，全社会跨区域人员流动量将会达到95亿人次，预计创历史新高。铁路、民航客运量预计分别达到5.4亿人次和9500万人次，总体规模和单日峰值均有望超过历史同期的峰值。 为有效保障群众出行平安顺利，国家发展改革委联合春运工作协调机制成员单位及早研究谋划，精心部署安排，全力做好增加运力、错峰引导、服务保障等方面的工作。 在增加运力方面，铁路实施了新的列车运行图，预计客流高峰日最高可开行旅客列车超过1.4万列，客座能力同比增长5.3%。民航重点增加前往枢纽机场、热门旅游地的航班，预计日均保障航班1.94万班次，同比增长5%。 国铁集团客运部主任朱文忠表示，买火车票历来是广大旅客关注的焦点。首次推出互联网误购限时免费退票的新举措。如果旅客朋友们在12306客户端购票时，因时间紧、未看清、误操作等原因造成误购车票，在购票支付成功30分钟以内且在开车前4小时以上，退票时不收取退票费。这一举措也将成为今后常态化实施的一项政策。 朱文忠介绍，在满足个性化需求方面，高铁宠物托运服务的试点，已经拓展至110座车站和170趟列车，为了进一步缓解旅客出行时携带行李的不便，我们扩大了“门到站”“门到门”行李寄送服务试点，目前已经覆盖了111座车站。考虑到滑雪爱好者的实际需求，我们在京张高铁和东北地区部分列车，试点推出“雪具便利行”服务，满足旅客多样化的出行需求。 春节假期自驾出行人流集中，新能源车的充电保障备受关注，也是近几年节假日、春运春节交通运输服务保障的重点。 截至2025年底，全国新能源汽车的保有量已经达到了4397万辆，其中2025年新注册登记的新能源汽车1293万辆。新能源车特别是纯电动汽车的加快普及，对高速公路充电服务保障提出了更高的要求。 近年来，交通运输部门持续扩大高速公路充电网络的覆盖，截至2025年底，全国高速公路服务区已建成电动汽车充电枪7.15万个，其中2025年新增2万个。高速公路服务区充电服务保障能力有了明显提升。 交通运输部新闻发言人、运输服务司负责人高博表示，春运春节期间，初步预计，新能源汽车出行占比和平常相比还会进一步提高，提前做了一些针对性安排。一方面，提升服务能力，梳理形成了充电特别繁忙的服...

"Part of the rationale for engagement is to make sure that we can both seize the opportunities that are available, which is what we've done, but also have a mature discussion about issues that we disagree on," he added.

Michael Vi/iStock Editorial via Getty Images Mastercard ( MA ) stock rose 2.2% in Thursday premarket trading after the card payment network's earnings and revenue exceeded Wall Street expectations as resilient consumer spending continued to support volume on its network. Q4 adjusted EPS of $4.76, beating the average analyst estimate of $4.24, rose from $4.38 in Q3 and $3.82 in Q4 2024. Q4 revenue of $8.81B, topping the $8.78B consensus, increased from $8.60B in the previous quarter and $7.49B in the year-ago period. Q4 gross dollar volume of $2.82T, vs. the Visible Alpha consensus of $2.81T, climbed from $2.75T in Q3 and $2.57T in Q4 2024. "The overall macroeconomic environment is supportive, and we continue to see healthy consumer and business spending," said CEO Michael Miebach. "That, together with trusted technology, constant innovation, and deep partnerships, powers our performance." Q4 adjusted operating margin of 57.7% slipped from 58.8% in the previous quarter and widened from 56.3% a year ago. Payment network revenue increased 12% Y/Y, or 9% on a currency-neutral basis. Payment network rebates and incentives provided to customers rose 20%, or 17% on a currency-neutral basis. Value-added services and solutions net revenue rose 26%, or 22% on a currency-neutral basis. Cross-border volume growth of 14%, on a local currency basis, compared with 15% in Q3. Switched transactions rose 10% Y/Y, the same increase as in Q3. January month-to-date, Mastercard’s ( MA ) switched volume rose 9%, vs. 9% in Q4. Switched transactions increased 10% vs. 10% in Q4. Cross-border volume growth of 13% vs. 14% in Q4. Conference call at 9:00 AM ET. More on Mastercard Mastercard: Just Keep Swiping, Just Keep Swiping; More Growth Ahead Mastercard: A Fire To Run Towards Mastercard: 14.5% Dividend Raise Impressive, But Valuation Could Cap Future Returns Visa, Mastercard quarterly earnings seen trending up on payment volume growth Mastercard launches services to help customers integrate ...

The fourth quarter earnings season kicked into high gear this week, with Big Tech results from Microsoft (MSFT), Meta (META), Tesla (TSLA), and Apple (AAPL) headlining the earnings calendar. An optimistic consensus is forming: As of Jan. 23, 13% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 8.2% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the index. S&P 500 earnings growth estimates. (Chart: FactSet) Heading into the reporting period, analysts were expecting an 8.3% jump in earnings per share, down from the third quarter's 13.6% earnings growth rate. Wall Street has raised its earnings expectations in recent months, especially for tech companies, which have driven earnings growth in recent quarters. Although Big Tech continues to set the tone, this earnings season promises to test the improved stock market breadth that has emerged at the start of 2026. Plus, the themes that drove the markets in 2025 — artificial intelligence, the Trump administration's tariff and economic policies, and a K-shaped consumer economy — will continue to provide plenty for investors to parse. In addition to the reports from four of the "Magnificent Seven" tech stocks, Wall Street will receive updates from a wide swath of companies across the economy, including UnitedHealth (UNH), Boeing (BA), General Motors (GM), IBM (IBM), Starbucks (SBUX), Levi Strauss (LEVI), Visa (V), American Express (AXP), Mastercard (MA), Caterpillar (CAT), Exxon Mobil (XOM), Chevron (CVX), AT&T (T), and Verizon (VZ), LIVE 83 updates Story Continues For the latest earnings reports and analysis, earnings whispers and expectations, and company earnings news, click here Read the latest financial and business news from Yahoo Finance

SCHE260417C00034000 互動股市圖表 | SCHE Apr 2026 34.000 call 股市 Yahoo 財經

Sagimet Biosciences ( SGMT ) lost ~9% in the premarket on Thursday after Ascletis Pharma ( ASCLF ), its Chinese licensing partner for the acne candidate denifanstat (ASC40), announced initial data from a late-stage trial for the once-daily therapy. The Phase 3 open-label study was designed to evaluate the fatty acid synthase inhibitor in patients with moderate-to-severe acne vulgaris in China. According to Ascletis ( ASCLF ), senifanstat demonstrated a favorable safety and tolerability profile after 40 weeks of therapy in the study, which enrolled 240 subjects who had previously received denifanstat or placebo for 12 weeks. There were no ASC40-related grade 3 or 4 adverse events or ASC40-related serious adverse events, and most treatment-emergent adverse events were mild and moderate, the company added, referring to the study’s primary endpoints. Ascletis’ ( ASCLF ) marketing application for denifanstat is currently undergoing regulatory review in China after the oral treatment succeeded in a 480-patient double-blind Phase 3 trial for moderate to severe acne vulgaris. More on Sagimet Biosciences, Ascletis Pharma Inc. Sagimet: Positive Denifanstat Combination PK Data Could Lead To Untapped Market Sagimet Biosciences Advances Denifanstat: Q3 Earnings And Upcoming Catalysts Sagimet rises as licensing deal with Teva unit targets Madrigal drug Seeking Alpha’s Quant Rating on Sagimet Biosciences Historical earnings data for Sagimet Biosciences

CoreWeave, Inc. (NASDAQ:CRWV) is one of the AI Stocks in Focus on Wall Street. On January 26, Mizuho analyst Gregg Moskowitz raised the price target on the stock to $100.00 (from $92.00) while maintaining a “Neutral” rating. The firm is optimistic on CRWV long-term, seeing upside from software stack sales and improved confidence after $2B NVDA investment & 5GW build-out plans. However, risk/reward remains even in the short term. Mizuho discussed the recent expansion of relationship between CoreWeave and Nvidia, highlighting plans to accelerate the build-out of 5GW of capacity and an incremental $2 billion equity investment from AI chip maker NVIDIA. This announcement also detailed the potential for CRWV to sell its software stack to other cloud partners and enterprises, which the company has emphasized to likely be a “meaningful and margin accretive” long-term opportunity. Mizuho Sees Long-Term Upside in CoreWeave (CRWV) Despite Near-Term Risks Copyright: hywards / 123RF Stock Photo Mizuho continues to believes that CoreWeave is poised to capture a meaningful share of an AI cloud provide market growing at a server-melting pace. The firm did have some reservations earlier, but the recent announcement has given it confidence in CRWV’s long-term trajectory. “That said, last July we downgraded to Neutral as we had assessed the risk/reward for CRWV as balanced. Following recent hiccups, we are somewhat more reserved about the magnitude of potential revenue upside for CRWV over the next few quarters in this highly capacity-constrained environment, but today’s announcement provides incremental confidence in the longerterm trajectory. Reiterate Neutral and increase PT to $100 (was $92).” CoreWeave, Inc. (NASDAQ:CRWV) is a cloud platform provider that provides equipment for AI and other computing purposes. While we acknowledge the potential of CRWV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking fo...

FHN270115C00030000 互動股市圖表 | FHN Jan 2027 30.000 call 股市 Yahoo 財經