文章提及标的 高乐股份 -- 高乐股份（002348）公告，预计2025年度净利润亏损3800万元-6800万元，上年同期亏损5729.78万元。预计营业收入3.15亿元-3.5亿元，上年同期3.15亿元。公司深耕主业经营，持续加大市场拓展力度，各项经营举措稳步落地，预计2025年度营业收入较上年同期有所增长。

Pearcey, who has lived locally for decades, said she was "thrilled" to be nominated, adding: "Voters in Gorton and Denton deserve so much more than the failing Labour government or the divisive politics of Reform UK."

TLDR Amazon is negotiating to invest up to $50 billion in OpenAI as part of a larger $100 billion funding round that could value the AI company at $830 billion. Amazon CEO Andy Jassy is personally leading negotiations with OpenAI CEO Sam Altman, with the investment potentially making Amazon the biggest contributor to the fundraising. The deal could shift OpenAI’s operations toward Amazon Web Services and Amazon’s Trainium chips instead of its current reliance on Microsoft and Nvidia processors. OpenAI projects spending nearly $500 billion over the next four years on AI infrastructure and is preparing for a potential IPO that could value the company at up to $1 trillion. Nvidia and Microsoft are also in talks to invest in the funding round, with Nvidia considering up to $30 billion and Microsoft less than $10 billion. 💥 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. Amazon is in early-stage talks to pour up to $50 billion into OpenAI. The discussions mark what could become one of the largest single investments in an AI company. Exclusive: Amazon is in talks to invest up to $50 billion in OpenAI. It would make it one of the biggest contributors to the latest funding round. https://t.co/cjQY80wZMf — The Wall Street Journal (@WSJ) January 29, 2026 The talks are part of OpenAI’s broader fundraising effort to secure up to $100 billion. Sources indicate the final investment amount has not been locked in yet. Amazon CEO Andy Jassy is personally handling negotiations with OpenAI CEO Sam Altman. This direct involvement from top leadership shows how seriously Amazon is taking the opportunity. Amazon.com, Inc., AMZN If Amazon commits $50 billion, it would become the largest investor in OpenAI’s current funding round. The move would solidify Amazon’s position in the AI race against competitors like Microsoft and Google. Big Tech firms are scrambling to e...

美國第一夫人梅拉尼亞紀錄片，在美國首映，是美國首次有第一夫人參與電影製作，但電影未上映已引發不少爭議。 伴隨美國總統特朗普重返白宮的，第一夫人梅拉尼亞，一直以來行事作風低調。她的個人紀錄片，周四在「特朗普-甘迺迪中心」，前稱甘迺迪表演藝術中心舉行首映禮。 梅拉尼亞一改傳統，不走紅地毯，而在場內鋪上黑地毯。她表示，希望紀錄片能向觀眾展示自己的生活。 美國第一夫人梅拉尼亞說︰「我想讓觀眾看到我的人生，如何重新成為第一夫人，怎樣從公民到重返白宮，當中需要經歷的，觀眾會看到所有，從我的事業，慈善事業，我如何照顧我的家庭，管理白宮東翼辦公室等。這齣電影很美、感人，很時尚，又有電影感，我引以為傲。」 紀錄片首映禮雲集各界人士，包括美國前職業拳擊手「拳王」泰臣、約旦王后拉尼亞以及特朗普內閣成員，包括衞生部長小羅拔甘迺迪，商務部長盧特尼克，以及國防部長赫格塞思。有美國官員透露，內閣成員必須出席首映禮。 電影紀錄了梅拉尼亞，重返白宮前的20天，由《火拼時速》導演拉特納執導。他曾因捲入性侵醜聞，及「Me Too」運動，逾十年未曾拍攝新作。至於紀錄片版權，由亞馬遜美高梅工作室，以4,000萬美元買入，隨後又斥資3,500萬美元，推動電影的宣傳工作。目前仍不清楚，梅拉尼亞從紀錄片中所獲得的片酬，亦未透露她將如何利用紀錄片收益。 電影1月30日，在全球逾1600間戲院上映，雖然特朗普「力撐」妻子新作，在社交平台上號召支持者前往觀看，形容電影為「必看之作」。 梅拉尼亞早前更到紐約交易所，主持開市敲鐘儀式，為紀錄片做勢，但有指紀錄片票房慘淡，更臨時在南非撤檔。亞馬遜指院線落畫後，將在亞馬遜串流平台獨家播出。

2025年强劲的黄金投资需求抵消了金饰消费的疲软态势；现阶段黄金回收最好坚持“钱货两清”，切勿相信任何邮寄回收模式 资料图：金条。图：视觉中国 【财新网】 “市场可以享受泡沫，但是投资必须管理风险。重仓、短线交易以及心态不稳的投资者，建议春节前减仓，后面波动率会增大，昨夜（1月29日）的行情已经很吓人了。”一位长期追踪贵金属的公募基金人士评价道。 在连续八个交易日上涨后，国际金价于北京时间1月29日剧烈震荡，上演“过山车”行情。当日早盘，现货黄金伦敦金一度冲高至5598.75美元/盎司，但随后行情逆转，日内大幅回撤并悉数回吐涨幅，夜盘23点半后的半小时内振幅高达7.22%，价格急跌超250美元/盎司。此轮跌势延续至1月30日，金价进一步下探，一度失守5000美元/盎司关口。

Key Points Since its first dividend in 2008, Visa's payouts have increased by 2,452%. Anyone investing $1,000 in Visa in 2008 and holding through today would now be collecting $597 in annual dividend income. While past performance is no guarantee of future results, there are three reasons to think this growth might continue. 10 stocks we like better than Visa › Shares of the $630 billion credit card company Visa (NYSE: V) may yield just 0.82% today, but if history is any guide, that number could climb in a hurry. Since it began paying a dividend in August 2008, payouts have risen by 2,452%, to $0.67 per share each quarter. Anyone who put $1,000 into this company back then and held would be collecting $597 each year in dividends today. Of course, past performance is no guarantee of future results, but this growth is striking. If Visa can increase its payout at even half that rate, investors buying shares today will eventually enjoy a yield on cost of 11%, before any capital appreciation is taken into account. 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 » So, can Visa keep increasing its dividend so prolifically? There are three reasons to think it can at least match its track record of dividend growth in the years ahead. 1. Visa has become a hyperscaler In its most recentearnings call Chief Executive Officer Ryan McInerney pointed to Visa's $258 billion in processed transactions for the 2025 fiscal year (ended Sept. 30), up 10% from the prior year. Because Visa earns a cut from nearly every transaction it facilitates (paid by its financial clients, not card users) Visa raked in $31.7 billion from service revenue and international transaction revenue in the 2025 fiscal year. In the words of McInerney, "Visa has become a hyperscaler." Visa's network of payment networks now has about 12 billion endpoints, and its investments in a service stack offering cloud-ready microservices usin...

OPEC+ set to keep oil production pause for March as prices jump, sources say Reuters

财联社1月30日讯，商务部新闻发言人就中英经贸合作成果文件答记者问。 有记者问：英国首相斯塔默1月28日至31日访华期间，中英两国领导人见证签署经贸领域多份合作文件，能否介绍一下具体情况？ 答：1月29日，在国务院总理李强和英国首相塔斯默的见证下，商务部部长王文涛与英国商贸大臣凯尔共同签署了四项经贸成果文件，从货物贸易、服务贸易和经贸机制建设三方面同时发力，进一步深化中英经贸关系。 一、关于中英开展“出口中国”合作备忘录 党的二十届四中全会指出，要推动进出口平衡发展。商务部坚决贯彻党中央、国务院关于扩大进口的决策部署，通过打造“共享大市场·出口中国”这个新的品牌，与世界共享中国大市场的新机遇，展现中国坚定扩大高水平开放的决心。 通过签署《关于开展“共享大市场·出口中国”合作的谅解备忘录》，英国成为“共享大市场·出口中国”系列活动启动以来，首个和中国签署备忘录的国家，中方已邀请英担任活动的年度主题国之一。双方将建立“出口中国”合作机制，共同发掘英方优质商品和服务对华出口潜力，加强信息互通、开展促进活动，提升贸易便利化水平，共同促进中英贸易健康发展。 二、关于中英启动服贸协定可研和建立双边服务伙伴关系备忘录 英国是全球第二大服务出口国。近年来，中英积极推进服务贸易领域合作，取得了良好成效。通过签署《关于启动中英服务贸易协定联合可行性研究的谅解备忘录》和《关于建立双边服务伙伴关系的谅解备忘录》两份文件，中英将开展启动商谈服务贸易协定可行性研究，同时充分利用服务领域的互补性和各自优势，进一步在创意产业、专业服务、金融服务、医疗健康等领域深化合作。在当前变乱交织的国际环境下，这是两国共同支持自由贸易的实际行动。 三、关于加强中英经贸联委会工作备忘录 中英经贸联委会是两国经贸合作的重要机制，下设多个专业工作组。上一次会议于2025年9月在北京举行。双方此次签署的《关于加强中英经贸联委会工作的谅解备忘录》旨在夯实联委会作为中英经贸政策对话、贸易投资促进的平台作用，促进联委会与中英企业家委员会互动，加强两国政企对话，推动解决双方企业的问题诉求，为深化中英经贸关系贡献力量。

财联社1月30日讯（编辑 杨斌） 在贵金属基金持续火爆的同时，石油相关主题基金的热度近日悄悄提升，4只石油LOF价格连日大涨后今日停牌一小时。不过，LOF基金的超高溢价率意味着风险，原油市场的过剩压力也依然存在。复牌后，4只石油LOF的表现分化巨大。 昨晚，华安基金已公告，旗下石油基金LOF在二级市场的交易价格出现较大幅度溢价，交易价格偏离前一估值日的基金份额净值。为维护投资者利益，石油基金LOF将于2026年1月30日开市起至当日10:30停牌。此外，广发基金、嘉实基金、易方达基金均公布公告，旗下石油主题LOF于今日开盘后停牌一小时。 开年后，贵金属基金以冠绝市场的表现吸引了投资者目光，特别是白银基金。全市场唯一的一只白银基金国投白银LOF在2025年价格已上涨156%的基础上，2026年1月又上涨了133%。一月还未结束，国投白银LOF已20次提示溢价风险。继1月28日场外暂停申购后，白银LOF在1月30日全天停牌。 而石油相关基金在近期悄悄崛起，如华安石油基金LOF的二级市场价格在1月已上涨超过50%，南方原油LOF上涨超40%，市场上主要石油相关LOF的价格今年都已上涨25%以上。 图：石油相关基金价格表现 （资料来源：Choice数据，财联社整理） 就在去年，全球原油市场低迷，国内石油相关基金表现一般。今年以来，油价有所反弹，WTI原油价格上涨了13%至65美元/桶，布伦特原油价格上行了15%至72美元/桶。 银河期货认为，2026年1月，国际原油上演了“天气与地缘”双驱动的震荡上行行情。地缘政治风险是本月核心支撑，市场对主要产油区供应中断的担忧持续为油价注入风险溢价。同时，席卷北半球的极寒天气不仅推升了短期取暖需求，也对部分地区的油气生产构成了潜在威胁，进一步巩固了价格支撑。 不过，在大涨过后，石油相关基金也出现了和贵金属基金相似的风险——二级市场的交易价格出现较净值出现大幅度溢价。如石油基金LOF的溢价率超过40%，与白银LOF超过50%的溢价率相比不遑多让。 业内人士指出，LOF的场内价格与净值若长期严重偏离，一旦市场情绪发生逆转，以高溢价购入的投资者将不得不面对净值回归与价格下跌的双重冲击。基金公司提示风险、收紧申赎操乃至停牌，核心目的在于防范溢价套利行为以及潜在的流动性风险。 上述4只停牌的石油基金中，华安基金和广发基金还调低了申购限额。华安石油...

Steinberganna Wealth Management acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 49,435 shares of the iPhone maker's stock, valued at approximately $12,588,000. Apple comprises about 5.9% of Steinberganna Wealth Management's holdings, making the stock its 4th largest holding. Get Apple alerts: Sign Up Other hedge funds have also bought and sold shares of the company. Financial Futures Ltd Liability Co. lifted its holdings in Apple by 13.2% in the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker's stock valued at $729,000 after acquiring an additional 415 shares during the period. Monarch Capital Management Inc. increased its position in shares of Apple by 4.6% during the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker's stock valued at $13,740,000 after purchasing an additional 2,920 shares during the last quarter. American National Bank & Trust lifted its stake in shares of Apple by 2.4% in the 2nd quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker's stock worth $40,107,000 after purchasing an additional 4,543 shares during the period. Riverwater Partners LLC lifted its stake in shares of Apple by 17.9% in the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker's stock worth $1,109,000 after purchasing an additional 819 shares during the period. Finally, Highland Capital Management LLC boosted its holdings in shares of Apple by 2.2% in the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker's stock worth $101,301,000 after buying an additional 8,446 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company's stock. Wall Street Analyst Weigh In AAPL has been the subject of a number of r...

PKO Investment Management Joint Stock Co increased its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 14.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 332,000 shares of the computer hardware maker's stock after buying an additional 42,000 shares during the quarter. NVIDIA accounts for approximately 5.3% of PKO Investment Management Joint Stock Co's investment portfolio, making the stock its 2nd largest position. PKO Investment Management Joint Stock Co's holdings in NVIDIA were worth $61,945,000 at the end of the most recent quarter. Get NVIDIA alerts: Sign Up Other hedge funds have also added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of NVIDIA in the second quarter worth $51,386,863,000. Laurel Wealth Advisors LLC lifted its holdings in NVIDIA by 15,496.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker's stock worth $3,454,534,000 after buying an additional 21,725,326 shares during the period. State Street Corp grew its position in shares of NVIDIA by 1.0% in the 2nd quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker's stock valued at $154,556,803,000 after buying an additional 9,554,857 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of NVIDIA by 1.5% in the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker's stock valued at $91,150,170,000 after buying an additional 8,521,936 shares during the period. Finally, California Public Employees Retirement System raised its position in shares of NVIDIA by 10.7% during the second quarter. California Public Employees Retirement System now owns 64,728,856 shares of the computer hardware maker's stock worth $10,226,512,000 after acquiring an additional 6,235,074 shares during the last quarter. 65....

Steigerwald Gordon & Koch Inc. reduced its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 192,774 shares of the iPhone maker's stock after selling 3,500 shares during the quarter. Apple makes up 4.7% of Steigerwald Gordon & Koch Inc.'s holdings, making the stock its largest position. Steigerwald Gordon & Koch Inc.'s holdings in Apple were worth $49,086,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Get Apple alerts: Sign Up Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. ROSS JOHNSON & Associates LLC grew its position in shares of Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after buying an additional 180 shares during the last quarter. Nexus Investment Management ULC boosted its stake in Apple by 333.3% in the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after acquiring an additional 200 shares in the last quarter. LSV Asset Management purchased a new position in Apple in the fourth quarter worth $65,000. Morgan Dempsey Capital Management LLC grew its holdings in Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock worth $88,000 after purchasing an additional 125 shares during the last quarter. Finally, HFM Investment Advisors LLC acquired a new position in shares of Apple during the first quarter worth $99,000. Hedge funds and other institutional investors own 67.73% of the company's stock. Analyst Ratings Changes AAPL has been the subject of a number of recent analyst reports. Weiss Ratings reissued a "buy (b-)" rating on shares of Apple in a research report on Monday, December 29th. Monness Cres...

Invested Advisors purchased a new position in Apple Inc. (NASDAQ:AAPL - Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 11,841 shares of the iPhone maker's stock, valued at approximately $2,874,000. Apple comprises about 3.9% of Invested Advisors' portfolio, making the stock its 5th largest position. Get Apple alerts: Sign Up A number of other hedge funds have also recently modified their holdings of the company. First National Bank of Hutchinson lifted its holdings in Apple by 24.6% in the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock worth $8,845,000 after buying an additional 6,982 shares during the period. Eagle Capital Management LLC raised its holdings in shares of Apple by 0.5% during the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock valued at $13,544,000 after acquiring an additional 272 shares in the last quarter. Brighton Jones LLC lifted its stake in Apple by 14.8% in the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock worth $134,554,000 after acquiring an additional 69,207 shares during the period. Revolve Wealth Partners LLC boosted its holdings in Apple by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock valued at $16,742,000 after acquiring an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE increased its position in Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock valued at $12,587,000 after purchasing an additional 1,155 shares during the period. Hedge funds and other institutional investors own 67.73% of the company's stock. Apple Price Performance AAPL opened at $258.28 on Friday. The company has a debt-to-equity ratio of 1.06...

Narwhal Capital Management reduced its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 0.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 156,069 shares of the software giant's stock after selling 1,179 shares during the quarter. Microsoft comprises about 6.0% of Narwhal Capital Management's portfolio, making the stock its 3rd largest position. Narwhal Capital Management's holdings in Microsoft were worth $80,836,000 at the end of the most recent reporting period. Get Microsoft alerts: Sign Up Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. raised its holdings in shares of Microsoft by 2.0% during the 2nd quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant's stock worth $350,712,742,000 after buying an additional 13,691,572 shares in the last quarter. State Street Corp lifted its holdings in shares of Microsoft by 1.1% in the second quarter. State Street Corp now owns 299,196,519 shares of the software giant's stock worth $148,823,341,000 after acquiring an additional 3,166,275 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of Microsoft by 2.0% in the 2nd quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant's stock valued at $88,714,256,000 after purchasing an additional 3,532,054 shares in the last quarter. Norges Bank bought a new stake in shares of Microsoft during the 2nd quarter valued at approximately $50,493,678,000. Finally, Northern Trust Corp increased its position in Microsoft by 16.1% during the 4th quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after purchasing an additional 11,600,470 shares in the last quarter. Institutional investors own 71.13% of the company's stock. Microsoft Stock Down 10.0% Shares of...

Legacy Wealth Management LLC MS reduced its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 8.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 100,224 shares of the iPhone maker's stock after selling 9,123 shares during the period. Apple comprises 7.7% of Legacy Wealth Management LLC MS's investment portfolio, making the stock its 3rd largest holding. Legacy Wealth Management LLC MS's holdings in Apple were worth $25,520,000 at the end of the most recent quarter. Get Apple alerts: Sign Up A number of other large investors have also added to or reduced their stakes in the business. Norges Bank bought a new position in shares of Apple during the second quarter valued at $38,942,255,000. Nuveen LLC acquired a new stake in Apple in the first quarter valued at $17,472,482,000. PKS Advisory Services LLC raised its position in Apple by 98,917.0% during the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock worth $12,106,000 after purchasing an additional 57,898,088 shares during the last quarter. Laurel Wealth Advisors LLC lifted its holdings in Apple by 20,464.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock worth $5,553,753,000 after buying an additional 26,937,401 shares during the period. Finally, Northern Trust Corp grew its position in shares of Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after buying an additional 20,079,472 shares during the last quarter. Institutional investors own 67.73% of the company's stock. Insider Buying and Selling at Apple In related news, insider Chris Kondo sold 3,752 shares of the stock in a transaction on Friday, November 7th. The stock was sold at an average price of $271.23, for a total value of $1,017,654.96. Following the trans...

Hardman Johnston Global Advisors LLC reduced its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 15.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 577,938 shares of the computer hardware maker's stock after selling 103,993 shares during the period. NVIDIA makes up approximately 5.3% of Hardman Johnston Global Advisors LLC's holdings, making the stock its 5th largest holding. Hardman Johnston Global Advisors LLC's holdings in NVIDIA were worth $107,832,000 at the end of the most recent quarter. Get NVIDIA alerts: Sign Up A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC lifted its holdings in shares of NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock valued at $43,631,000 after acquiring an additional 35,815 shares in the last quarter. Bank Pictet & Cie Europe AG raised its position in NVIDIA by 1.0% in the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock valued at $315,100,000 after purchasing an additional 22,929 shares during the period. Highview Capital Management LLC DE lifted its stake in shares of NVIDIA by 6.7% during the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock worth $7,842,000 after purchasing an additional 3,653 shares in the last quarter. Hudson Value Partners LLC boosted its position in shares of NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock worth $6,805,000 after buying an additional 11,900 shares during the period. Finally, Wealth Group Ltd. grew its stake in shares of NVIDIA by 15.7% in the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker...

Prosperitas Financial LLC lowered its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 4.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 60,249 shares of the computer hardware maker's stock after selling 2,850 shares during the quarter. NVIDIA makes up approximately 4.7% of Prosperitas Financial LLC's portfolio, making the stock its 5th largest holding. Prosperitas Financial LLC's holdings in NVIDIA were worth $11,241,000 as of its most recent SEC filing. Get NVIDIA alerts: Sign Up Several other hedge funds have also added to or reduced their stakes in NVDA. Brighton Jones LLC grew its holdings in NVIDIA by 12.4% during the fourth quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock valued at $43,631,000 after purchasing an additional 35,815 shares during the period. Bank Pictet & Cie Europe AG grew its stake in shares of NVIDIA by 1.0% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock worth $315,100,000 after acquiring an additional 22,929 shares during the period. Highview Capital Management LLC DE increased its holdings in NVIDIA by 6.7% in the 4th quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock worth $7,842,000 after acquiring an additional 3,653 shares during the last quarter. Hudson Value Partners LLC raised its stake in NVIDIA by 30.7% in the 4th quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock valued at $6,805,000 after acquiring an additional 11,900 shares during the period. Finally, Wealth Group Ltd. lifted its holdings in NVIDIA by 15.7% during the first quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock valued at $715,000 after purchasing an additional 896 shares during the last quarter. Institutional investors own 65.27% of the comp...

Sumitomo Mitsui DS Asset Management Company Ltd raised its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,326,056 shares of the software giant's stock after purchasing an additional 51,165 shares during the period. Microsoft accounts for about 5.6% of Sumitomo Mitsui DS Asset Management Company Ltd's holdings, making the stock its 2nd biggest position. Sumitomo Mitsui DS Asset Management Company Ltd's holdings in Microsoft were worth $686,831,000 at the end of the most recent quarter. Get Microsoft alerts: Sign Up Other hedge funds and other institutional investors also recently modified their holdings of the company. WFA Asset Management Corp grew its position in shares of Microsoft by 27.0% in the first quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after purchasing an additional 216 shares in the last quarter. Ironwood Wealth Management LLC. lifted its holdings in Microsoft by 0.3% during the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock worth $5,658,000 after purchasing an additional 38 shares in the last quarter. Discipline Wealth Solutions LLC boosted its stake in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock worth $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. grew its holdings in Microsoft by 1.2% during the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after buying an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC increased its position in shares of Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock v...

财联社1月30日讯（记者 吴雨其） 过去几年，港股经历了从情绪主导的深度调整，到在政策支持与盈利预期修复下逐步回到相对合理估值区间的过程。指数一轮反弹之后，“便宜”不再是对港股的唯一标签，市场重新回到盈利、分红和产业结构本身的博弈：一端是高股息、强现金流的红利资产，另一端是受全球流动性和主题情绪影响更大的成长与科技板块，冰火两重天的特征越来越鲜明。 与此同时，全球AI浪潮正在重塑资本流向与产业格局。从美国大型科技公司，到东北亚的半导体、内存与高端制造，再到与中国内需、互联网和创新药相关的上市公司，围绕算力、算法与应用场景的竞争持续升温。亚洲市场在这条产业链中的位置愈发关键，如何在估值不再极端低位的阶段，沿着AI产业链与区域分工重新审视港股与亚洲资产的性价比，正在成为机构投资者的共同问题。 在这样的背景下，近日，财联社记者采访了国海富兰克林基金QDII投资总监徐成，他对影响港股后续表现的关键变量、港股下一阶段的主要机会，以及亚太AI产业链投资等话题进行了系统交流。从他的回答中，既能看到他对港股估值与盈利的冷静拆解，也能看到他在韩国、中国台湾、日本、港股与A股之间来回穿梭、顺着AI产业链逐层挖掘个股阿尔法的思路。 从低估到修复：港股的性价比与内需观察 在徐成的视角里，理解港股不能停留在“估值便宜”这一层面，更要把宏观环境、企业竞争力和盈利波动放在一起看。他回顾，前期港股被情绪压到严重低估的阶段，宏观并非一边倒恶化，很多优质企业的核心竞争力也没有被根本破坏，但风险偏好和流动性收缩叠加在一起，使得资产定价出现明显错杀，那一段时间他更愿意从中挑选估值被压得足够低、商业模式相对清晰的公司。 随着时间推移，港股指数层面已经经历了一轮不小的反弹，部分板块涨幅显著，整体估值从极端低位回到相对合理区间。在这种阶段，他不再把“估值修复”本身当作主要的收益来源，而是把重心转到盈利和结构上： 哪些公司在宏观温和修复、政策逐步落地的环境中，盈利有望实质改善，哪些板块只是跟随情绪和流动性抬升，对后续盈利的可验证性相对有限。 谈到港股的核心吸引力，他仍然强调“物美价廉”。一方面，同一家公司在两地上市时，港股给出的估值往往更低，另一方面，这里高度集中了中国最具代表性的互联网、科技、创新药和部分消费龙头，再叠加南下资金和全球资金的配置需求，港股既是中国资产重要的定价场所，也是连接全球AI产业链与本土经...

MASTERINVEST Kapitalanlage GmbH lessened its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 123,135 shares of the software giant's stock after selling 2,583 shares during the quarter. Microsoft comprises about 6.2% of MASTERINVEST Kapitalanlage GmbH's investment portfolio, making the stock its 2nd largest holding. MASTERINVEST Kapitalanlage GmbH's holdings in Microsoft were worth $63,778,000 as of its most recent filing with the Securities and Exchange Commission. Get Microsoft alerts: Sign Up A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC increased its stake in Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares in the last quarter. Westend Capital Management LLC boosted its position in shares of Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant's stock worth $36,000 after purchasing an additional 58 shares in the last quarter. University of Illinois Foundation acquired a new position in shares of Microsoft in the 2nd quarter valued at $50,000. LSV Asset Management bought a new stake in shares of Microsoft in the 4th quarter valued at $44,000. Finally, PayPay Securities Corp raised its stake in Microsoft by 29.9% during the 2nd quarter. PayPay Securities Corp now owns 126 shares of the software giant's stock worth $63,000 after buying an additional 29 shares during the period. Institutional investors own 71.13% of the company's stock. Wall Street Analysts Forecast Growth MSFT has been the topic of several recent analyst reports. Weiss Ratings reiterated a "buy (b)" rating on shares of Microsoft in a repor...

Harrell Investment Partners LLC trimmed its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.8% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 106,772 shares of the iPhone maker's stock after selling 3,043 shares during the quarter. Apple makes up 6.4% of Harrell Investment Partners LLC's holdings, making the stock its 3rd largest holding. Harrell Investment Partners LLC's holdings in Apple were worth $27,187,000 as of its most recent filing with the Securities & Exchange Commission. Get Apple alerts: Sign Up Other hedge funds have also modified their holdings of the company. First National Bank of Hutchinson raised its holdings in shares of Apple by 24.6% during the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock valued at $8,845,000 after acquiring an additional 6,982 shares during the period. Eagle Capital Management LLC grew its position in Apple by 0.5% during the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock worth $13,544,000 after purchasing an additional 272 shares in the last quarter. Brighton Jones LLC raised its stake in Apple by 14.8% during the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock valued at $134,554,000 after purchasing an additional 69,207 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of Apple by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock valued at $16,742,000 after purchasing an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE boosted its position in shares of Apple by 2.4% in the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock worth $12,587,000 after buying an additional 1,155 shares during the period. 67.73% of the stock is owned by hedg...

Trevian Wealth Management LLC cut its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 23.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,516 shares of the iPhone maker's stock after selling 1,956 shares during the period. Apple comprises about 0.9% of Trevian Wealth Management LLC's investment portfolio, making the stock its 14th largest position. Trevian Wealth Management LLC's holdings in Apple were worth $1,659,000 as of its most recent filing with the Securities and Exchange Commission. Get Apple alerts: Sign Up A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AAPL. ROSS JOHNSON & Associates LLC grew its stake in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after purchasing an additional 180 shares in the last quarter. Nexus Investment Management ULC raised its position in Apple by 333.3% during the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after purchasing an additional 200 shares in the last quarter. LSV Asset Management purchased a new stake in shares of Apple in the 4th quarter worth $65,000. Morgan Dempsey Capital Management LLC grew its position in shares of Apple by 41.0% during the 2nd quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock worth $88,000 after buying an additional 125 shares in the last quarter. Finally, HFM Investment Advisors LLC purchased a new position in shares of Apple during the first quarter valued at $99,000. Institutional investors own 67.73% of the company's stock. Wall Street Analysts Forecast Growth A number of analysts recently weighed in on the stock. Argus set a $325.00 price objective on shares of Apple and gave the stock a "buy" rating in a research note on Friday, O...

Morton Capital Management LLC CA decreased its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 4.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 40,134 shares of the software giant's stock after selling 1,784 shares during the period. Microsoft comprises 3.4% of Morton Capital Management LLC CA's portfolio, making the stock its 7th largest holding. Morton Capital Management LLC CA's holdings in Microsoft were worth $20,787,000 as of its most recent SEC filing. Get Microsoft alerts: Sign Up Several other institutional investors have also made changes to their positions in the stock. AlphaQuest LLC increased its stake in shares of Microsoft by 5.9% in the second quarter. AlphaQuest LLC now owns 342 shares of the software giant's stock worth $170,000 after acquiring an additional 19 shares during the last quarter. Seek First Inc. grew its stake in Microsoft by 1.5% in the second quarter. Seek First Inc. now owns 1,358 shares of the software giant's stock valued at $675,000 after purchasing an additional 20 shares in the last quarter. Level Financial Advisors increased its position in Microsoft by 0.8% in the 2nd quarter. Level Financial Advisors now owns 2,680 shares of the software giant's stock worth $1,333,000 after purchasing an additional 20 shares during the last quarter. Red Mountain Financial LLC grew its stake in shares of Microsoft by 0.7% in the 2nd quarter. Red Mountain Financial LLC now owns 2,761 shares of the software giant's stock valued at $1,373,000 after buying an additional 20 shares in the last quarter. Finally, Onyx Financial Advisors LLC increased its holdings in Microsoft by 0.3% in the second quarter. Onyx Financial Advisors LLC now owns 7,108 shares of the software giant's stock worth $3,536,000 after buying an additional 20 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors and hedge funds. Insider...

如果最近你留心过顶尖AI公司的动向，就会发现一个非常耐人寻味的现象：几乎所有站在AI前沿的公司，都不约而同地盯上了游戏。 英伟达最新开源的基础模型NitroGen，可以玩一千多款不同的游戏；微软在年初推出了首个基于游戏训练数据的世界模型Muse；OpenAI被曝曾向游戏公司Medal提出高达5亿美元的收购意向；xAI宣布将推出完全由AI生成的游戏，招募游戏开发者来训练Grok；Google先后推出游戏世界引擎Genie 3以及在游戏中进行训练的智能体SIMA 2…… 为什么顶尖AI公司都在押注游戏呢？今天我们在谈论游戏与AI的时候，最直观、也最容易被讨论的，是AI会如何改变游戏画面、如何生成剧情、如何提高开发效率这些具体的问题。 但如果我们把视角稍微拉远一步，就会发现在这些具体应用背后，游戏与AI之间，其实存在着一种更深层的相互塑造关系。本篇文章让我们走进游戏与AI，来深入聊聊，过去这些年，游戏AI这个领域发生了些什么。 01 智能溯源：游戏如何启蒙AI先驱思想 今天我们知道Demis Hassabis是DeepMind的创始人，是如今谷歌AI的灵魂人物，但30年前，Demis的第一份工作，却是在一家游戏公司。 1992年，16岁的Demis加入了一家叫做Bullfrog Productions的游戏公司，参与开发了一款名为Theme Park的模拟经营游戏，他在游戏中巧妙地设计了角色的AI特性，让NPC们模拟出人类的行为模式。此后，Demis又加入Lionhead工作室，参与开发了另一款“上帝”游戏Black&White。 正是这些游戏开发的经历，启发了Demis后来的思考： 如果把“智能”放进一个像游戏这种可以反复试错的微缩世界里，让它不断学习、不断模拟未来，会发生什么？ 而在最近爆火的DeepMind纪录片《思考游戏》（The Thinking Game）中，就向我们系统地展示了AI是如何在一代代游戏中被“驯化”和“塑形”的。 Demis Hassabis 谷歌DeepMind创始人 我们认为，只要你能高度自律地使用游戏，那么它们就是用于AI发展的完美训练场。 从2010年代开始，DeepMind的研究人员开始训练AI在不提供任何人类规则和策略的前提下，仅通过屏幕像素和分数反馈，自主学会雅达利游戏。后来，DeepMind先后推出了AlphaGo、AlphaSt...

格隆汇1月30日｜好想你公告，预计2025年净利润为7.5亿元—9.5亿元，属于扭亏为盈情形。报告期内，公司围绕“四个坚持”不动摇，深入实施“十大经营发展战略”，优化产品清单管理，聚焦核心品类，持续创新升级，提升产品品质，拓展销售渠道，优化收入结构。通过红枣原料精准采购、生产精细化管理等措施，控制生产成本，毛利率提升。

Shares retreat after a 4.7% gain on Thursday. Amazon website displayed on a laptop screen is seen in this illustration photo taken in Krakow, Poland on September 9, 2024. (Photo by Jakub Porzycki/NurPhoto via Getty Images) Amazon said it would lay off 16,000 workers. AMZN stock is also weighed by reports of its planned investment in OpenAI and by the sell-off in Microsoft stock amid the soft performance of its Azure cloud unit. Amazon will report its fourth-quarter results on Feb. 5. Amazon.com, Inc.’s shares dropped 1.5% in early premarket trading on Friday, retreating from strong gains the previous day on significant layoff news. Stock gained 4.7% on Thursday, after Amazon announced that it would lay off 16,000 workers – its most significant retrenchment since the 12,000 job cuts last October – to reduce middle-layer and drive up organizational efficiency. Meanwhile, a series of other developments appears to be weighing the stock in the premarket. OpenAI is reportedly considering a hefty investment of up to $50 billion in the ChatGPT maker, a move that might raise eyebrows at a time when Big Tech’s incredible AI spending has come under scrutiny. MSFT Selloff Weighs Meanwhile, Amazon’s chief rival in the cloud space, Microsoft, faced its worst stock drop in six years on Thursday due to what investors perceived as a soft performance of Azure. Sales of Azure grew 39% in the December quarter, a percentage point less than the sequentially prior quarter. Microsoft also reported a record $37.5 billion in capital expenditures in its fiscal second quarter and said the figure could rise over time, partly due to the rising cost of memory chips. Focus Shifts To Earnings Amazon is scheduled to report its quarterly results next Thursday. Analysts expect revenue to rise 12.5% to $211 billion and adjusted profit to increase by over 4% to $1.94 per share. AMZN sentiment and message volume as of January 30 | Source: Stocktwits Retail investors appear uncertain ahead of the report. ...

格隆汇1月30日｜德方纳米公告，2025年公司预计实现归属于上市公司股东的净利润-86,000万元～-76,000万元，预计同比减亏35.71%～43.18%，预计实现归属于上市公司股东的扣除非经常性损益的净利润-82,000万元～-72,000万元，预计同比减亏40.30%～47.58%。预计本年度非经常性损益对净利润的影响为-3,600万元～-4,600万元。

中国新能源汽车产业已从规模扩张的“上半场”迈入质量引领的“下半场”，智能网联与自动驾驶作为核心竞争力，不再局限于传统的车身刚性、安全气囊等被动防护，而是延伸至“感知-决策-控制”全链路的技术协同，以及“人-车-路-云”多维交互的风险管控。企业端，《2025城市NOA汽车辅助驾驶研究报告》（以下简称《NOA报告》）显示，2025年1至11月，我国搭载城市NOA(自动辅助导航驾驶)功能的乘用车累计销量达到312.9万辆，渗透率占乘用车上险量的15.1%，较2024年全年占比提升5.6个百分点，市场销量快速提升。 近期发布的《2025新能源汽车安全认知报告》（以下简称《报告》）中，也提示了这一发展现状：2025年中国L2级辅助驾驶乘用车渗透率已达62.58%，激光雷达、高算力芯片等关键技术实现规模化应用，但功能边界模糊、公众认知偏差与数据安全风险仍为产业安全发展埋下隐患。 技术体系构建与新规下的安全进阶 车质网数据显示，智能驾驶相关投诉已连续7年同比增长，核心集中在自动刹车误触发、辅助驾驶故障及紧急制动失效等问题，这一趋势与《报告》指出的“系统能力与用户预期错配”相契合。 智能网联汽车的自动驾驶安全，本质是硬件冗余、算法迭代与场景适配共同构筑的“立体防护网”。根据《报告》，2025年中国在自动驾驶核心技术领域已形成全球竞争力：多传感器融合方案成为主流，车载激光雷达的测距精度达±2厘米全量程，角分辨率0.1°，可精准识别雨雾、夜间等复杂环境下的交通目标；端到端智能驾驶技术加速落地，小鹏、理想等企业通过自研芯片与算法，实现高速NOA、城市NOA功能的快速迭代，部分车型甚至支持本地运行大模型，为实时决策提供算力支撑。 并且根据《NOA报告》显示，第三方的Momenta已覆盖国内主流乘用车企业，且全球排名前10的车企中已有8家与Momenta开展合作。华为HI模式搭载量约13.41万辆，占第三方供应商比例约19.76%。 与此同时，线控转向、线控制动技术的普及，打破了传统机械系统的响应极限，配合双冗余架构设计，即使在单一部件故障时，车辆仍能保持稳定可控，这些技术进展共同构成了自动驾驶安全的“硬件底座”。 但技术迭代也伴随新的安全挑战，《报告》指出，近年涉及辅助驾驶的事故中，超六成源于“系统能力与用户预期的错配”。更值得关注的是，这类故障多发生在高速行驶、城区路口等核心场景，且售后...

格隆汇1月30日｜多伦科技公告，持股5.00%的股东张奥星持有公司3529.65万股，均为协议转让取得且已解除限售，因自身资金需求，拟自公告披露之日起15个交易日后的2026年3月3日至2026年6月2日，通过集中竞价减持不超过705.93万股，占公司总股本的1%。