hapabapa/iStock Editorial via Getty Images Uber ( UBER ) is reporting its Q4 and full fiscal year release next week and the release is expected with some mixed feelings. After a strong start of 2025, investors' enthusiasm was curbed after the Q3 release when in spite of the better-than-expected top and bottom-line figures, Uber's Q4 guidance came somewhat below expectations. As a result, the stock has fallen by almost 20% since its all-time highs in the early October of last year and is once again trading at a cash flow multiple of below 20. Data by YCharts This recent trend has taken some pressure off from the upcoming report as UBER's valuation multiples have contracted significantly over a very short period of time. This is a scenario that I warned about in early 2025 when I rated the stock as a Buy: (...) investors should be mindful of short-term fluctuations in sentiment which could significantly reduce returns in the short and medium term. Source: Seeking Alpha Now that the full fiscal year report is upon us, it is important to distinguish between such short-term fluctuations due to changes in sentiment and other trend-setting events stemming from actual business performance. That is why the Q4 release could either create an even more attractive buy opportunity for those who are willing to wait or give investors a major warning sign about Uber's business model. By The Numbers Uber's last quarter has shown us once again that profitability remains in the spotlight as revenue growth remains robust and investors are growing uneasy about the company's ability to achieve high and sustainable operating profitability. GAAP Earnings Per Share ( EPS ) figures are also not particularly informative for investors due to the large other income items , which contain various, tax items, unrealized gains, revaluations and gains on divestitures. During the last report, for example, Uber's GAAP net income figure included $4.9bn one-off deferred tax item. Net income for the quart...

格隆汇1月31日｜现货黄金失守4800美元/盎司，日内跌幅10.75%，较昨日创下的纪录高位（5596美元/盎司）回落超15%。

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Solos Technology Limited has filed a patent infringement lawsuit against Meta Platforms, Oakley, and EssilorLuxottica over smart glasses technology. The complaint targets multimodal sensing and contextual assistance patents that Solos claims sit at the core of Meta's smart glasses products and ecosystem. The case raises material legal and business risks for Meta's wearables efforts, including potential financial exposure and potential limits on future product launches. For investors watching Meta Platforms, NasdaqGS:META, this lawsuit comes as the company is leaning more heavily into wearables alongside its core social and advertising businesses. The stock currently trades at $738.31, with a 3 year return that is very large and a 5 year return of 179.0%. Wearables have been one part of that broader platform story, which makes any legal overhang around smart glasses important to track. Key questions include how disruptive any potential injunctions, licensing requirements, or settlement costs could be to Meta's smart glasses roadmap. If the dispute affects Meta's ability to support third party products or scale its ecosystem, you may need to reassess how much of the current value you attribute to wearables relative to its established businesses. Stay updated on the most important news stories for Meta Platforms by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Meta Platforms. NasdaqGS:META 1-Year Stock Price Chart Is Meta Platforms financially strong enough to weather the next crisis? Quick Assessment ⚖️ Price vs Analyst Target : Meta trades at US$738.31 versus a consensus target of US$845.56, roughly 15% below where analysts currently sit. ✅ Simply Wall St Valuation : Simply Wall St flags the shares as trading about 30.2% below its est...

Key Points High bandwidth memory chips sell for four times the price of standard DRAM, and Micron is going all-in on this AI-driven product category. Micron plays a supporting role in Nvidia's AI dominance. The memory market is cyclical, but this upswing looks different for real. 10 stocks we like better than Micron Technology › Two years ago, Micron Technology (NASDAQ: MU) looked like an overly volatile stock with fairly average long-term returns. Through a series of lofty peaks and deep valleys, the memory-chip maker's chart couldn't quite keep up with the S&P 500 (SNPINDEX: ^GSPC) market index from January 2004 to the same month of 2024. 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 » MU Total Return Level data by YCharts With an average annual return of 9.1% over this span, Micron trailed the S&P 500's 9.7%. The artificial intelligence (AI) boom had been going on for about a year but didn't really include memory chips yet. Chip supply was not a problem and unit prices were down more than 50% from the summer of 2021. As a result, Micron's revenues were down and the company used more cash than it earned. MU Revenue (TTM) data by YCharts AI data centers are gobbling up memory chips Things have changed. The memory market tightened up in 2025, as hyperscale AI specialists started building massive data centers to power their large language models (LLMs), generative AI tools, and other memory-hungry services. The price of last-generation DDR4 memory modules is up 37% over the last two years. More modern DDR5 modules roughly tripled in price over the same period. And that's not even the good stuff anymore -- the bleeding-edge chip type known as high bandwidth memory (HBM) is exactly what AI servers crave. These chips cost roughly 4 times as much as standard DRAM products, and Micron has stopped making consumer-grade chips to focus its production lines on this lucrative product categor...

is editor-at-large and Vergecast co-host with over a decade of experience covering consumer tech. Previously, at Protocol, The Wall Street Journal, and Wired. Posts from this author will be added to your daily email digest and your homepage feed. What responsibility do you have to speak up about bad things happening in the world? Does that responsibility change when speaking up might affect your business? What about if you’re a sports creator, or the moderator of a deeply NSFW subreddit? What about if you’re just a little ol’ phone website? Ultimately, everyone has to make those decisions for themselves. But decisions have consequences. Verge subscribers, don’t forget you get exclusive access to ad-free Vergecast wherever you get your podcasts. Head here. Not a subscriber? You can sign up here. On this episode of The Vergecast, David and Nilay start by talking about The Verge’s coverage of Alex Pretti’s killing and the ICE occupation of Minneapolis. Yes, there are plenty of tech angles to the story, but also: at some point, you build a big platform so that you can use it when the time comes. And to us, like so many others, this felt like the time. Then the hosts turn to Apple CEO Tim Cook, who last weekend attended a screening of the Melania documentary at the White House. Cook’s actions, and a photo he took with director Brett Ratner, inspired a lot of backlash over the last few days. So we ask: how much are we allowed to be mad at Cook, or any of the other CEOs capitulating to the Trump administration? And how has this changed the way Cook will be remembered? After that, it’s time for some gadget news. The hosts discuss the outrageous price for Samsung’s outrageous foldable, and wonder what it means that Samsung didn’t ship review units ahead of the Z Trifold’s launch. (Let’s just say it does not inspire confidence.) There’s also some news about Google’s Aluminium OS, an update on Moltbot — which has already changed its name again since we recorded — and more. Fin...

哥伦比亚中央银行将贷款利率上调至10.25%，此前为9.25%。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Amazon (AMZN.US) has initiated a new round of layoffs affecting 1,400 employees in Seattle. 富途牛牛

格隆汇1月31日｜哥伦比亚央行意外将利率上调100个基点至10.25%。

格隆汇1月31日｜周五，现货黄金价格下跌，并有望创下自1983年以来的最大单日跌幅，原因是美元汇率上升，此前特朗普公布了下一任美联储主席人选；而白银价格则将创下有史以来最糟糕的单日表现。此次抛售被分析师们称为“获利回吐”，也还对其他贵金属品种造成了压力。渣打银行全球大宗商品研究主管苏基·库珀表示，此次抛售背后的触发因素可能是多种因素的综合结果，包括美联储主席出炉以及更广泛的宏观资金流动情况等。她补充道：“无论是从美元走势来看，还是从实际收益率预期的角度来看，这些因素的综合影响都促使了获利回吐行为的发生。”

格隆汇1月31日｜现货白银跌势难止，向下触及84美元/盎司，日内跌27.37%。

hapabapa/iStock Editorial via Getty Images The Nasdaq Investment Thesis Nasdaq, Inc. ( NDAQ ) flies under the radar somewhat, despite the fact that the company has achieved a 10Y total return of almost 500% , leaving many other companies far behind. But these companies, which receive less attention, are often good long-term investments. The newest quarterly and annual results show that Nasdaq is still doing well and has once again exceeded the expectations of the analysts. So from a business perspective, I can only see positive points for Nasdaq. The only drawback is that the multiple is not yet in the undervalued range but rather fairly valued. What Was My Previous Coverage Like I wrote my last Nasdaq article in October 2025 after the third-quarter results. The main point of the article was that the balance sheet , or the leverage ratio, had recovered more quickly than expected. The reduction of the leverage ratio to 3.1x was completed one year ahead of schedule, which demonstrated the strong capital allocation of the Nasdaq management team in my opinion. Actually, after the Adenza deal, it was planned to come under 3.3x within 36 months. So the Nasdaq team overdelivered. Overall, I thought Nasdaq was fairly valued at the time with a P/E multiple of 34x. So now I want to check whether this has changed after the FY25 and Q4 25 results. Nasdaq's Q4 Results Nasdaq has once again exceeded the expectations of analysts, as the company achieved a double beat in terms of both revenue and EPS. Nasdaq Investor Presentation Nasdaq's market services segment increased its operating margin to 64% in FY25, up from 59% previously. This indicates efficiency gains, especially since revenues increased by 17% in the same period. Nasdaq Investor Presentation The financial technology department on the other hand has seen a decline in operating margin, falling from 47% to 46%. But as revenues have increased by 11% annually and operating income by 12%, I don't consider the margin compress...

Mexico’s president, Claudia Sheinbaum, has warned that Donald Trump’s move to slap new tariffs on countries sending oil to Cuba could trigger a humanitarian crisis on the island, which is already suffering from chronic fuel shortages and regular blackouts. The US president signed an executive order on Thursday declaring a national emergency and laying the groundwork for such tariffs, ratcheting up the pressure to topple the communist government in Havana. A White House statement cited the Cuban government’s alleged ties to Russia, Hamas and Hezbollah to explain the new tariffs. While the statement did not name Mexico, Sheinbaum’s government has been the top supplier of oil to the island since 2025, surpassing Russia and Venezuela. Sheinbaum said on Friday that her government would seek more information about the tariffs from the US state department, while looking for alternative ways provide humanitarian aid to the Cuban people. “We will seek a way, without putting Mexico at risk, of course, but always seeking solidarity with the Cuban people,” she told reporters. The new tariff policy comes as Cuba struggles with increasingly severe blackouts. Sheinbaum said the tariffs could “directly affect hospitals, food supplies and other basic services for the Cuban people”. Cuba’s president, Miguel Díaz-Canel Bermúdez, said in a post on X that Trump sought to “suffocate” the island’s economy and that the tariffs revealed the “fascist, criminal, and genocidal nature of a clique that has hijacked the interests of the American people for purely personal gain”. View image in fullscreen Claudia Sheinbaum speaks in Mexico City on 29 January 2026. Photograph: Carlos Santiago/Eyepix Group/Shutterstock Cuba’s situation has become even more precarious since the US captured and transported Nicolás Maduro, a key ally of the government in Havana, from Venezuela at the start of the year. A week later, Trump wrote in a Truth Social post: “THERE WILL BE NO MORE OIL OR MONEY GOING TO CUBA – ...

‘How many grandparents can say they get to hold their grandchild every day?’ In Atlanta, Carolyn Martinez, 65, lives in a household spanning four generations – and a lifelong friendship. Her 90-year-old mother, who has lived with her for more than 40 years due to various disabilities, shares the house with Martinez, 65, her adult daughter, aged 25 and her granddaughter, aged three months. “My mum has lived with me literally all my adult life,” she says. “She just wasn’t able to live by herself.” The household also includes Martinez’s best friend of more than three decades, who originally moved in “for a few months” after a divorce. That was 25 years ago. “I could not have raised my daughter as a single mother without her,” Martinez says. When her friend, now aged 79, was diagnosed with breast cancer a few years after moving in, the arrangement became permanent. “There was no point in her leaving,” she says. “By then she was an integral part of our household.” Her friend is now “Tía” (auntie in Spanish) to her children and grandchildren, a role Martinez says reflects how deeply friendship can function as family. Earlier this year, Martinez’s daughter moved back home when she became pregnant, adding another generation to the household. “How many grandparents can say they get to hold their grandchild every day?” she says. “It’s a blessing.” While the house can be busy and hectic, it’s also “a lot of fun” and Martinez says having multiple adults around makes life easier emotionally and practically. “There’s always someone to say: are you OK? Is there something you need?” she says. “You don’t have that if you live alone.” Martinez has always lived this way and can’t imagine doing otherwise. “It can be harder work – or maybe just different work,” she says, particularly when living with friends rather than relatives. But she believes the benefits outweigh the challenges. “It keeps me young and it keeps me connected,” she says. “Living like this keeps us all on a more even ...

There's a way to avoid that unwanted fate. Your net worth may not be something you think about very often. But if your goal is to retire securely, it's important to work on growing not just your 401(k) or IRA balance, but your net worth. A 2022 Aspen Institute report found that about 13 million Americans, or 10.4% of U.S. households, had a negative net worth. Clearly, these statistics are a bit dated, but they're based on an analysis of Federal Reserve data that only comes out every few years. If you want to avoid ending up with a negative worth, there's a simple thing to do. High levels of debt could wreck your finances Your net worth is measured as your total assets minus your debts. If you have a $200,000 balance in your 401(k) plan and own a home worth $600,000, you have $800,000 in assets. If you also owe $500,000 on your mortgage, that gets subtracted to give you a net worth of $300,000. The problem, though, is that some Americans end up with a negative net worth by taking on too much debt. And often, people take on debt with the assumption that they'll pay it off eventually. But sometimes, "eventually" ends up being never. Meanwhile, people with high levels of debt lose lots of money to interest through the years -- money that could go toward retirement savings or other goals instead. Borrow carefully and aim to keep your debt to a minimum It's not necessarily possible to avoid debt completely. If you want to own a home, you'll probably need a mortgage to finance one. And you may need to finance vehicle purchases through the years, too. The key, therefore, is to try to minimize your debt as much as you can. That means: Not buying a home at the very top of your price range Choosing modest vehicles and skipping some of the add-on features that force you to borrow more Avoiding credit card balances as much as possible Shopping carefully for personal loans so you're able to lock in lower interest rates The latter is important, because credit cards are notorious f...

Key Points Multiple Social Security changes went into effect in the new year. One change will have a big effect on those making between $176,100 and $184,500. The $23,760 Social Security bonus most retirees completely overlook › Social Security changes over time, including in 2026. With the new year underway, it's worth looking at a big shift in Social Security taxes that affects anyone who earns less than $184,500 annually. Here's the big change that happened and how it affects workers. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » This Social Security change affects you if your income is under $184,500 The change that affects most current workers has to do with the wage base limit. That's the annual limit that caps how much income is subject to Social Security tax. In 2025, the wage base limit was $176,100. So anyone with an income under that amount paid Social Security tax on their entire salary at a rate of 6.2%, with their employer covering another 6.2%. Self-employed workers paid the full 12.4%. In 2026, the wage base limit is increasing to $184,500. This means that Social Security taxes will now be charged on income up to this amount, so those who earn between $176,100 and $184,500 will now pay tax on as much as $8,400 in extra income. How does this change affect you? The change to the wage base limit primarily affects people who earn more than $176,100 annually. Individuals who have income above this limit will face a direct and immediate effect, since it means that they'll pay more taxes on their income. However, anyone who earns below this amount will also be affected. That's because they'll get further away from the maximum Social Security benefit. Those who earn less than the wage base limit will not be on track to get the largest Social Security check possible -- and they'll be further off track in 2026 than they were in 2025, when...

Dispiriting, deadly and unrevealing – there is a decent documentary to be made about the former model from Slovenia, but this one is unredeemable • One adult for the 9.40am in Sittingbourne: a front row seat for Melania’s ominous UK opening • Eggs, hats and unfettered ambition: what we learned about Melania Trump from her documentary My audience with Melania is booked for Friday lunchtime at a retail park on the outskirts of Bristol, inside a large cinema which appears to have been swept and emptied in readiness. When Brett Ratner’s contentious, Amazon-backed documentary previewed at the White House last weekend, the guestlist included Mike Tyson, Queen Rania of Jordan and the president himself. Today it’s just me in the room and Melania on the screen. It makes for a more intimate and exclusive affair. This mood of cosy conviviality extends all the way through the opening credits; at which point the chill descends and the novocaine kicks in, as the film’s star and executive producer proceeds to guide us – with agonising glacial slowness – through the preparations for her husband’s second presidential inauguration. She glides from the fashion fitting to the table setting, and from the “candlelit dinner” to the “starlight ball”, with a face like a fist and a voice of sheet metal. “Candlelight and black tie and my creative vision,” she says, as though listing the ingredients in a cauldron. “As first lady, children will always remain my priority,” she coos, and you can almost picture her coaxing them into her little gingerbread house. Continue reading...

Sandisk’s latest earnings report sent its already-soaring stock price up another 10% by Friday afternoon. Sandisk reported adjusted per-share earnings of $6.20 for the December-ending period compared with $1.23 for the same period last year. Sandisk is now expected to earn $62.68 per share in the current calendar year, compared with the consensus estimate of $29.24 before Thursday’s report, according to FactSet data.

Palantir is still firing on all cylinders as the AI market continues to expand. Palantir (PLTR 3.25%), the AI-powered data analytics company named after the all-seeing orbs from The Lord of the Rings, went public via a direct listing on Sept. 30, 2020. Its stock started trading at $10, but it's worth nearly $150 today. It also joined the S&P 500 in September 2024. Palantir attracted a stampede of bulls with its accelerating growth, soaring profits, and exposure to the booming AI market, but can it maintain that momentum over the next five years? How fast is Palantir growing? Palantir operates two platforms: Gotham for its government clients and Foundry for its commercial clients. Both platforms aggregate data from disparate sources to help their clients spot trends and make faster data-driven decisions. Most U.S. government agencies use Gotham to plan their projects and missions, while large companies like Apple (AAPL 0.89%) and Walmart (WMT +0.72%) use Foundry to analyze their business trends. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( -3.25 %) $ -4.93 Current Price $ 146.93 Key Data Points Market Cap $362B Day's Range $ 146.29 - $ 151.00 52wk Range $ 66.12 - $ 207.52 Volume 956K Avg Vol 45M Gross Margin 80.81 % From 2020 to 2024, Palantir's revenue grew at a 27% CAGR. It turned profitable in 2023, and its net income more than doubled in 2024. Gotham gained more customers as domestic unrest and geopolitical conflicts sparked fresh government contracts, and Foundry grew rapidly as it gained more U.S. commercial customers. From 2024 to 2027, analysts expect Palantir's revenue and earnings per share (EPS) to grow at CAGRs of 45% and 84%, respectively. The expansion of the AI market across multiple government sectors and industries should drive that acceleration. Its "Rule of 40" ratio (its revenue growth rate plus its adjusted operating margin) also hit the triple digits in its latest quarter. That closely watched percentage could continue to rise as ...

CLLS260220P00005000 互動股市圖表 | CLLS Feb 2026 5.000 put 股市 Yahoo 財經

Israel’s military has accepted the death toll compiled by health authorities in Gaza is broadly accurate, marking a U-turn after years of official attacks on the data. A senior security official briefed Israeli journalists, saying about 70,000 Palestinians had been killed by Israeli attacks on the territory since October 2023, excluding those missing. It is the first time Israel has publicly estimated the toll from the war in Gaza. Previously the government and military had only provided figures for militants Israel claimed to have killed. Gaza health authorities said the direct toll from Israeli attacks had passed 71,660 people, with at least 10,000 presumed buried in the rubble of bombed buildings. For more than two years, Israeli officials and media had attacked the Palestinian figures as “Hamas propaganda” and dismissed them as “not accurate”. The abrupt shift in stance raises broader questions about Israel’s defence of its campaign in Gaza. A UN commission, rights groups and scholars have accused Israel of committing genocide in the territory. “What other accusations could turn out to be true?” Haaretz said after the briefing. “The Israeli public must ask itself what this belated recognition indicates about the army and the government’s credibility regarding Israel’s conduct in Gaza.” It is also likely to intensify scrutiny of civilian casualties in Gaza. The Israeli military previously claimed to have killed 22,000 militants in Gaza, suggesting by its own count, more than two-thirds of the 70,000 dead were non-combatants. The figure is significantly below the 83% civilian toll indicated by a classified Israeli military database, but well above the 50% casualty rate previously claimed by Israel’s prime minister Benjamin Netanyahu. Israel is still reviewing how many of the dead are civilians, the Times of Israel said, but said the overall toll compiled by Gaza health authorities is “largely accurate”. A military spokesperson declined to confirm or deny the figur...

【有線新聞】全國港澳研究會顧問譚耀宗在本台節目《有理有得傾》說，港澳辦主任夏寶龍提及立法會要做到監督政府「不越位」是指不應該代替政府機關。他又說，不代表議員不可投反對票。至於可否引用特權法調查，他表示，需要小心考慮。 港澳辦主任夏寶龍早前在全國港澳研究會的研討會上，重申香港實行「行政主導」，行政、立法和司法是同唱一台戲，要多補台、不能拆台。研究會顧問譚耀宗解釋含意是三者抱持同樣目標。譚耀宗：「在同一個基礎裡一起去辦好它，就不是互相攻擊、抹黑拉扯，要求有積極的支持和配合在當中。（現在制衡是否存在？）有的。監督不可以越位，即是有監督的功能，但監督得來，你不可以取代行政機關，你監督包括提意見如何完善。」 立法會又可否引用特權法監督政府？譚耀宗：「我覺得用的時候也要小心，例如行政機關已經在做調查或者多過一個的調查，立法機關是否需要用特權法來調查？這就要考慮，要看他的事情是否一定要用這個方式，他是有權、是可以用的。例如最近大埔那裡，如果政府已經在做數個調查，立法機關不一定要啟動，否則就會有重複。（這就是越位？）不一定是叫越位，看看你當時做的事是否合適的辦法。應該是這樣說，我覺得越位就是代替行政機關，監督不等於代替行政機關。」他又說議員投反對票也可以，同性伴侶替代框架被否決是一個例子，港澳辦當時亦作出評論，形容這是立法機關權利。 夏寶龍亦提及政府要革新管治理念，改進管治方式，譚耀宗同意對官員要求更嚴格。譚耀宗：「譬如最近出了事也要進行調查，也有些官員要處分，也有些要問責。所以現在要求也嚴格了，我相信日後制度上也要重新檢討一下，不要出現因為責任分攤得太小，但好像最後出事後沒有人要負責。」 他指出各部門建立了機制應對颱風，但遇上大意外就似乎沒有頂層設計，可以立刻調動各方面力量，認為在行政主導下政府要做好準備。

美国总统特朗普于周五签署一项行政令，宣布将在华盛顿街头举办印地方程式赛车比赛，以纪念美国建国250周年。 根据该行政令，这场名为华盛顿特区“自由250”大奖赛的赛事，将是印地方程式赛车系列赛首次在该国首都举办街道赛。 比赛选址于国家广场附近，届时，开放式轮式赛车的飞驰身影将与华盛顿标志性的纪念碑及博物馆群交相辉映。 随着美国2026年建国二百五十周年临近，这项行政令将赛车运动与爱国庆典相结合，堪称一项不同寻常的总统指令。 特朗普在白宫椭圆形办公室签署该行政令时表示，比赛将于8月举行。不过，对于如何在华盛顿市中心常年拥堵的街道上组织赛车赛事，以及赛事资金来源、后勤保障安排等细节，目前尚未对外公布。 目前，印地方程式赛车系列赛已在加利福尼亚州长滩、佛罗里达州圣彼得斯堡等城市设有街道赛分站，但此前从未尝试在华盛顿哥伦比亚特区这一联邦特区举办赛事——该区域的赛事筹备需应对极为复杂的安保与交通协调问题。 责任编辑：李桐

Palantir stock slides in choppy session as traders brace for earnings and tech fallout TechStock²

周五，现货黄金价格下跌，并有望创下自1983年以来的最大单日跌幅，原因是美元汇率上升，此前特朗普公布了下一任美联储主席人选；而白银价格则将创下有史以来最糟糕的单日表现。此次抛售被分析师们称为“获利回吐”，也还对其他贵金属（881169）品种造成了压力。渣打银行全球大宗商品研究主管苏基.库珀表示，此次抛售背后的触发因素可能是多种因素的综合结果，包括美联储主席出炉以及更广泛的宏观资金流动情况等。她补充道：“无论是从美元走势来看，还是从实际收益率预期的角度来看，这些因素的综合影响都促使了获利回吐行为的发生。”(新浪财经)

Alibaba Group Holding Limited (NYSE:BABA) is one of the Top 15 Chinese Companies on US Exchanges. On January 27, Bloomberg reported that Alibaba Group Holding Limited-backed Moonshot AI upgraded its flagship model, intensifying the domestic arms race ahead of DeepSeek’s expected rollout. Moonshot’s Kimi K2.5 claims to have video-generation and agentic capabilities that outperformed all three of the top U.S. AI models. Alibaba Backed Moonshot AI Upgrades Its Flagship Model, Claims to Outdo US Rival AI Models Christopher Penler / Shutterstock.com Earlier to the launch of Kimi K2.5, Alibaba revealed its latest generative AI model, Qwen3-Max-Thinking, which also claimed to have outdone its U.S. rivals on a broad benchmark test called ‘Humanity’s Last Exam.’ On January 28, Reuters reported that China has given a green signal to three of its largest tech companies to purchase Nvidia’s H200 AI chips. In an effort to ease trade tensions with the U.S., China has allowed Alibaba, ByteDance, and Tencent to buy H200 AI chips from the U.S. firm. The government has approved the purchase of over 400,000 H200 chips in total, with other tech firms joining the race for subsequent approvals, Reuters reported. This is a significant development for Chinese tech giants, which are taking major steps in AI, especially for Alibaba, which has been at the center of China’s generative AI expansion. Alibaba Group Holding Limited (NYSE:BABA) is a leading Chinese e-commerce giant and, through its subsidiaries, operates in cloud, AI, and other businesses globally. While we acknowledge the potential of BABA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best New Penny Stocks to Invest In and 13 Best Gold Mining Companies to Inves...

JD.com, Inc. (NASDAQ:JD) is one of the Top 15 Chinese Companies on US Exchanges. On January 26, TheFly reported that BofA slightly reduced the price target on JD.com, Inc. (NASDAQ:JD) from $38 to $36. Joyce Ju from BofA revised the price target on JD while keeping a Buy rating on the shares. BofA Reduces PT On JD.com From $38 to $36 as Analyst Revises Revenue Estimates for Next Three Years 06photo/Shutterstock.com Ju has lowered the price target after revising JD.com, Inc.’s 2025, 2026, and 2027 revenue growth estimates to 13%, 6%, and 8%, respectively. The analyst has cut JD’s non-GAAP net profit estimates amid higher consumer incentives and food-delivery losses. In other news, on January 14, DBS also lowered its price target on JD.com from $40 to $38 while maintaining a Buy rating. DBS said that double-digit declines in electronics and home appliances GMV reduced JD’s revenue by 4% year over year in Q4 2025. Addressing the outlook for 2026, the firm added, “We see limited near-term visibility as the national subsidy programme is likely weaker than FY25 in both scale and scope.” DBS has also reduced JD.com’s retail growth estimates for 2025, 2026, and 2027, leading to cuts in adjusted earnings by 11%, 24%, and 20%, respectively. DBS maintains a forward P/E multiple of 12 for JD as the stock valuation remains undemanding. JD.com, Inc. (NASDAQ:JD) is one of the largest supply-chain-based technology and services providers in China. The company operates through three segments, including Retail, Logistics, and New Businesses. While we acknowledge the potential of JD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best New Penny Stocks to Invest In and 13 Best Gold Mining Companies to Invest In Now. Dis...