A cheap valuation and stunning growth make this AI stock worth buying hand over fist before it soars higher. Buying and holding a top artificial intelligence (AI) stock for the long run can indeed be a life-changing investment, as is evident from the terrific returns that Nvidia has delivered in the past five years. An investment of $1,000 in shares of Nvidia made just three years ago is now worth almost $14,000. So, if you'd invested a larger amount in Nvidia stock at the beginning of the AI boom, you would be sitting on remarkable gains presently. The good news is that there is another AI stock that could replicate the stunning gains Nvidia has delivered over the past three years -- Micron Technology (MU 4.80%). Let's look at the reasons why Micron could be a life-changing investment. Micron Technology can deliver eye-popping growth for years to come Nvidia's multibagger gains have been powered by its graphics processing units (GPUs). These chips have played, and continue to play, a central role in AI data centers thanks to their ability to process massive workloads in parallel. Micron plays an important role in helping Nvidia's GPUs unlock their full potential with its memory chips. Expand NASDAQ : MU Micron Technology Today's Change ( -4.80 %) $ -20.91 Current Price $ 414.88 Key Data Points Market Cap $467B Day's Range $ 407.13 - $ 455.50 52wk Range $ 61.54 - $ 455.50 Volume 51M Avg Vol 30M Gross Margin 45.53 % Dividend Yield 0.11 % Memory is a critical component in AI chips designed by Nvidia and others. It stores massive amounts of data and allows AI chip systems to fetch the data in an instant due to high bandwidth, enabling the chips to function at full capacity. Meanwhile, slower memory could limit the performance of AI accelerators. As a result, demand for high-bandwidth memory (HBM) used in AI data centers is extremely robust, driving outstanding growth in Micron's revenue and earnings. Notably, HBM is deployed across a wide range of AI accelerators, incl...

This AI Stock Could Be Your Best Shot at Life-Changing Gains fool.com

格隆汇2月1日｜据华尔街日报，美国总统特朗普承诺的舰队已抵达中东，先进的F-35战机也已向该地区靠拢。特朗普尚未表态是否及如何使用军事力量，但美国官员表示，美军不会立即对伊朗实施空袭，因为美国防部正在调集更多防空力量，以便在伊朗实施报复及潜在冲突延长时，更好地保护以色列、阿拉伯盟友及美军部队。官员称若特朗普今日下令，美军可对伊朗实施有限空袭。但特朗普要求军方准备的那种决定性打击，很可能引发伊朗对等回应，这就需要美国部署强大的防空系统来保护以色列和美军部队。美军已在该地区部署防空系统，包括能够击落空中威胁的驱逐舰。负责管理美国在中东地区军事力量的美国中央司令部拒绝就此事发表评论。

市场以“用脚投票”的方式表达对日本财政状况恶化的担忧。 日本债市被称为史上最坚硬的泡沫之一。2026年1月20日，日本国债市场遭遇冲击，40年期国债收益率盘间突破4%，创2007年发行以来最高，也是三十多年来日本各期限主权债券中首次出现这一收益率水平。当日，日本10年、20年、30年期国债收益率也均录得史上或三十年来新高。日本长期国债收益率飙升，反映了市场以“用脚投票”的方式表达对日本财政状况恶化的担忧。在多重目标约束下，日本央行或将继续谨慎推动货币政策正常化，常年量化宽松之后的日本成功退出依然前途未卜。 高市早苗表态引爆日本债市动荡 日本政府债台高企与日本经济“失去的三十年”密切相关。上世纪九十年代资产泡沫破裂，将日本推入资产负债表衰退。在非金融企业和家庭部门大幅去杠杆的背景下，日本政府不得不通过财政扩张来应对经济下行。在持续的财政刺激下，日本国债余额与年化国内生产总值（GDP）之比节节攀升，高至190.5%，到2025年9月末仍有179.5%（见图1）。国际货币基金组织（IMF）数据显示，2024年底日本政府债务与GDP之比为237%，系全球发达经济体中最高。 2025年10月高市早苗政府上台以来，打出“扩张财政+减税纾困”的政策组合拳。同年11月，日本内阁正式批准总规模达21.3万亿日元的经济刺激计划，包括17.7万亿日元的一般预算支出和2.7万亿日元的减税措施，是新冠疫情以来日本最大规模的经济刺激计划。2026年1月19日，首相高市早苗又表示将加快探讨减税政策，拟将食品类商品的消费税税率在两年内降至零。翌日，日本国债市场遭受猛烈冲击。野村证券警告，日本债市正面临类似英国“特拉斯”冲击（即2022年9月英国新任首相特拉斯宣布大规模减税计划引发的当地金融震荡）的“高市冲击”风险。 “高市冲击”的直接原因是本次公布的减税计划动摇了市场对日本财政可持续性及财政纪律的信心。与短端国债收益率着重反映货币政策松紧预期不同，长期国债收益率侧重对通胀预期和财政风险的定价。新冠疫情以来，日本大规模财政刺激的出台推动国债期限利差（以长期限国债收益率扣减2年期国债收益率计算）步入上行通道，2025年以来期限利差变得更加陡峭。到2026年1月，月均20年、30年和40年期与2年期日债收益率差分别较2024年12月上升了0.64、0.66和0.48个百分点（见图2）。此次高市早苗宣布的...

隆华科技近日在机构调研时表示，当前商业航天领域市场关注度较高，公司在该领域的布局主要集中于结构新材料业务，核心围绕两大材料领域展开。公司始终遵循“第一性原理”，核心定位为商业航天领域提供轻质高强的轻量化减重材料。在商业航天领域，载荷重量直接关联成本控制，这为公司核心产品PMI泡沫带来了广阔的市场机遇，该材料在航空航天领域的应用技术已较为成熟。以PMI泡沫为基材，通过表面复合相应树脂体系及碳纤维蒙皮，可同时满足轻量化、透波性及相关检测认证要求。此外，PMI泡沫作为全闭孔泡沫，还具备出色的隔振性能，可实现降噪、耐高温的附加效果，进一步适配航天场景的严苛需求。公司目前已与多家业内主要商业航天企业建立配套合作关系，其中多家企业已就轻量化解决方案向公司主动咨询。

面对造船业的巨大落差，日本除了心态失衡，更多的是战略焦虑。 日本政府去年11月批准了规模为21.3万亿日元的综合经济对策。对策将半导体、人工智能、航空航天、防卫产业、重要矿产品以及造船等17个领域定为重点投资的“战略领域”，亦称为“成长战略的投资”和“实现强大经济的投资”。 日本政府、造船业界以及舆论围绕重振造船业酝酿已久，作了大量的预热工作。此次对策将造船业列为“政企合作开展危机管理投资的典型案例”，提出到2035年实现造船能力“倍增战略”目标。 日本的造船业现状 日本的造船业曾经位居世界第一，至20世纪90年代造船量占据50%以上的国际市场份额。其后由于国际市场竞争激烈以及受国内造船产业的劳动力严重短缺以及设施设备老化等问题，造船能力和数量大幅萎缩，被日本舆论喻为“严冬持续的造船业”。 据日本政府国土交通省的数据，日本的造船量由2019年的1600万总吨跌落至2024年的907万总吨，仅占全球市场份额约13%，成交量仅为8%，远落后于中国（71%）和韩国（14%）。 面对如此落差，日本除了心态失衡，更多的是战略焦虑。从日本政府将造船业列为“危机管理投资的典型案例”可窥见一斑。 所谓“危机管理投资”，是指将资金投入专门从事危机的预防、应对和恢复的企业和项目，并在投资过程中融入危机管理思维，构建防御体系，以应对市场本身的不确定性和极端风险。 这类投资方式不同于风险投资，其思维方式和行为准则之首要目标在于确保生存，其次才是追求回报。由此可见，造船业的存亡正是日本政府和产业界的焦虑所在。 2025年12月26日，日本政府国土交通省和内阁府公布了“造船业再生路线图（时间表）”。根据这个“路线图”，政府和民间共同投资1万亿日元（约合449亿元人民币），到2035年实现日本国内的造船量“倍增”，即造船量由2024年的907万总吨提升到1800万总吨。 “路线图”要求分三个阶段（3年为1个阶段）增强、升级造船能力：一是从2026年开始通过数字化、人工智能等前沿科技的研发和应用推进造船能力的自动化和省力化（节省人力），提升造船的科技能力；二是从2029年开始新建设和扩建船坞和起重机等造船设施设备，解决造船设施设备老旧等问题；三是2032年开始投产，实现造船量“倍增战略”。 “路线图”还要求今年4月前制定“具有成效的官民合作投资路线图”，并纳入今年夏季政府出台的“经济成长战略”。 ...

美国经济与社会的固有秩序正在因此发生着罕见的脱轨与撕裂。 再次当选总统以来，特朗普运用自己手中所独有的话语特权以及国家财政金融资源，在政治权力的角斗场上大展拳脚功夫，不仅施政理念鲜明地对抗着自由市场的运行规则，而且行为方式任性撞击着“三权分立”的政治构架，同时行政权力肆意朝着传统法律规制以外的更大范围蔓延与渗透，美国经济与社会的固有秩序正在因此发生着罕见的脱轨与撕裂。 挑战美联储，货币政策独立性面临稀释 与首次出任总统期间在处理与美联储现任主席鲍威尔的政策分歧有所克制完全不同，特朗普再度入主白宫后便完全撕下了遮掩的面具。因为不满美联储在宽松货币政策上过于保守的态度，特朗普不仅对鲍威尔展开具有人身攻击性的谴责、嘲讽与贬损，甚至不止一次地发出要解雇鲍威尔的威胁口令。 再看货币政策的决定权问题。美联储的资产主要由3000多家会员银行集体入股所成，《联邦储备法》最初将美联储设定为私人所有的金融机构，就是为了保证美联储在进行货币政策讨论与决策时不受任何外界干扰，美联储联邦公开市场委员会（FOMC）中的七人票委成员任期长达14年，远超总统的4年任期，且任期交错，由此隔离总统任期内干预理事会决策的风险，同时充分展示出美联储货币政策的独立性。 在与鲍威尔过招以及影响美联储货币政策取向上，特朗普并没有明显占上风，但特朗普并没有就此完全认输。2026年没过几天，特朗普又就美联储对华盛顿总部大楼的翻修工程策动起了对鲍威尔的刑事调查，而此前，鉴于美联储执行理事丽莎·库克存在虚报从而重复获得优惠贷款条件的嫌疑，特朗普还直接推动了联邦住房金融署对库克的刑事指控，只是法院在调查后发现，库克的两处房产购买行为均发生于其进入美联储之前，依此判决特朗普的罢免行为既存在不当，也缺乏法律依据支持，库克也得以险守职位。 与库克交手之际，美联储执行理事库格勒提前半年自动申请离职，特朗普迅疾提名白宫经济顾问斯蒂芬·米兰填补了职位空缺，加上自己钦点的美联储现有两位执行理事沃勒与鲍曼，特朗普于是可以操控的FOMC中票委成员人数达到了三人，再加上日前又选定了美联储前理事凯文·沃什接替鲍威尔出任美联储新主席，对FOMC票委成员的操控便增至了绝对多数的四人。 公开资料显示，沃什不仅是特朗普的政治盟友，更是宽松货币政策的坚定拥趸者，他掌舵美联储，FOMC的决策行为与结果很难不受到总统意志的影响，特朗普进一步改造美联储核心权...

中国已经成为连接最密集的价值输出枢纽，并与美国共同构成驱动全球价值循环的双核心。 在全球生产网络中，中国正从参与既有分工的贸易节点，转变为牵动价值流向的中枢型力量。这一转变由三重结构性动能共同推动：一是长期积累的规模化供给能力推高了中国在全球产出中的权重；二是产业升级推动价值获取能力上移，使中国逐步减轻对低端环节的依赖；三是本文重点关注的，更广泛、更深入的跨国产业连接重塑了中国在全球价值链中的位置。传统价值链分析强调沿工序展开的纵向分工，而随着生产组织方式的变化，价值流动越来越呈现多节点协同、跨区域重组的横向特征。因此，本文从网络视角分析，中国已经成为连接最密集的价值输出枢纽，并与美国共同构成驱动全球价值循环的双核心。 但二者的作用方式并不相同，美国的影响更多体现在与核心经济体形成长期而稳定的黏性联系，中国的影响主要来自为大量经济体提供难以绕开的生产投入。正是这种路径上绕不开、关系上未完全锁定的并存状态，使路径依赖在形成结构性优势的同时，也放大了潜在的系统性风险。如何在巩固中枢地位的同时降低风险，关键在于海外生产节点的分散布局、与新兴节点的深度协同以及更高水平的经贸合作，将结构性依赖转化为更稳固的价值锚定。 广结善缘：中国作为全球供给中心的结构角色 在图论与复杂网络分析中，度中心度（Degree Centrality）用于衡量一个节点与其他节点之间连接的数量与强度，反映其在价值流转中的重要性。由此观察全球增加值贸易网络，可以发现中国已成为连接最为密集的出口节点，稳居全球出口中心度的首位。这意味着中国出口创造的增加值正通过高密集的网络路径，广泛嵌入全球各地的生产函数。 与之相对，美国在进口中心度上保持全球第一，扮演着增加值“最终结算者”的角色。这种高度合乎“中国生产、美国消费”模式的价值分布，量化了中国作为全球生产体系价值循环泵的深层职能。与此同时，随着国内需求扩张与产业结构升级，中国的进口中心度亦呈现稳步抬升态势，目前仅次于美国，使其在输出价值的同时，也逐步成为全球增加值的重要承接者。 当视角进一步下沉至行业层面，这种错位分工表现得更加直观。多数制造业中，中国的出口中心度与美国的进口中心度呈现出高度一致的变化方向，显示出近乎镜像的结构特征。在纺织皮革、橡胶塑料、电气光学设备、非金属矿物等行业，中国在出口端显著领先，其增加值输出在网络中占据关键节点位置。美国在这些领域...

2月1日 周日《新闻联播》要闻16条 2026-02-01 20:15:50 来源： 同花顺7x24快讯 分享 1、《求是》杂志发表习近平总书记重要文章《走好中国特色金融发展之路，建设金融强国》； 2、各地加快产业升级激活发展新动能； 3、中国造船业三大指标继续全球领跑； 4、2025年我国规上电子信息制造业增加值同比增长10.6%； 5、2025年我国对外非金融类直接投资1456.6亿美元； 6、《鼓励外商投资产业目录(2025年版)》今天施行； 7、《网络犯罪防治法(征求意见稿)》公开征求意见； 8、雄安发布“极数”数据大模型； 9、伊朗最高领袖称如果美国开战将引发地区性战争：； 10、伊朗称已处于全面战备状态同时坚持以外交方式解决问题； 11、美称不会向海湾地区盟友告知可能打击伊朗的方案； 12、也门胡塞武装称提高军事戒备； 13、美众院民主党称不会支持以快速程序通过拨款法案美媒称“停摆”或持续更长时间； 14、俄媒称第二轮俄美乌会谈能否举行不确定； 15、巴称以空袭致32人死亡多方谴责； 16、美媒称美多地恶劣天气已致超百人死亡。(央视新闻)

W hen a new presidential administration comes in, it is responsible for filling around 4,000 jobs sprinkled across the federal government’s vast bureaucracy. These political appointees help carry out the president’s agenda, and, at least in theory, make government agencies responsive to elected officials. Some of these roles—the secretary of state, for example—are well-known. Others, such as the deputy assistant secretary for textiles, consumer goods, materials, critical minerals & metals industry & analysis, are more obscure. Historically, science agencies like NASA or the National Institutes of Health tend to have fewer political appointees than many other parts of the federal government. Sometimes, very senior roles—with authority over billions of dollars of spending, and the power to shape entire fields of research—are filled without any direct input from the White House or Congress. The arrangement reflects a long-running argument that scientists should oversee the work of funding and conducting research with very little interference from political leaders. Read full article Comments

The post Best Energy Penny Stocks by Chris Davis appeared first on Benzinga . Visit Benzinga to get more great content like this. Alternative energy is more mainstream than ever, but fossil fuels still make up a large percentage of the energy production in the U.S. Coal is down, but natural gas and nuclear energy production are both up. There are new opportunities for investors in renewable energy, with solar and wind production leading the way to new highs in consumption and production for the subsector. Transportation tends to lead to end-use in this sub-sector. However, energy is a concern for everyone, and that is why there are so many companies entering the market and trading at low prices. But, where do you start and how do you choose? All of this means that plenty of money is moving through the energy sector. There are more small companies than ever attempting to service the growing energy needs of an expanding global population. The penny stock market is a great way to leverage your money to profit from the world’s energy use. Quick Look at the Best Energy Penny Stocks: Gevo Inc. Clean Vision Corp SunWorks, Inc. Denison Mines Corp PEDEVCO Corp Meta Materials, Inc Powerbridge Technologies Co Ltd Eco Wave Power Global AB Fuel Tech, Inc. Contents Quick Look at the Best Energy Penny Stocks: Overview: Energy Penny Stocks Best Online Brokers for Energy Penny Stocks Change Means Change Frequently Asked Questions Overview: Energy Penny Stocks There are plenty of penny stocks to trade today, but this was not always the case. The 1970s brought us the beginning of the liberalized energy market. Before then, petroleum dominated both energy consumption and production, and production was dominated by the Seven Sisters — BP, Gulf Oil, Royal Dutch Shell, Standard Oil Company of California (now Chevron), ExxonMobil, Standard Oil Company of New York and Texaco (merged into Chevron). The energy market is always one of the most affected during an economic crisis or pandemic. Th...

The post Best High Dividend Paying Stocks by Dan Schmidt appeared first on Benzinga . Visit Benzinga to get more great content like this. Invest in the best high dividend paying stocks today with Interactive Brokers . Dividend-paying stocks have long been a part of investment portfolios geared toward providing income instead of long-term capital appreciation. But since companies that pay big dividends are often older, more established firms, they fail to garner the same attention as the latest high-flying growth stocks. Stocks that pay dividends are still a crucial part of any investment strategy, especially if you’re looking for consistent income. While the price appreciation might lag behind the broader market, dividend-paying firms have established profits and are usually safer investments than risky growth stocks. Still, a healthy dividend isn’t a golden ticket to wealth and investors must pay close attention to the underlying numbers of the business. A big dividend combined with poor cash flow or large debt loads could end up as a very poor investment. Highest Dividend Stocks Right Now Want Real Time Gainers? Start a free 14 day trial There have been no price changes in this timeframe. Feb 1, 2026 12:15 pm – Feb 1, 2026 12:15 pm Table of contents [ Hide ] Highest Dividend Stocks Right Now An Overview of Dividend Paying Stocks Best Online Brokers for Dividend-Paying Stocks Features to Look for in Dividend Paying Stocks Manageable Debt Load Dividend Payout Growth Enough Cash Flow to Keep Paying Dividends Analyst Ratings Dividends Provide Steady Income Frequently Asked Questions An Overview of Dividend Paying Stocks When a company makes a profit, it doesn’t just sit in the pockets of the CEO. When profits are announced, the company board has to decide what to do with the extra cash. Many companies reinvest the money into research or development to continue growing the firm, but some companies aren’t concerned with expansion or entering new markets. When a company ...

The post Best E*TRADE Penny Stocks by Dan Schmidt appeared first on Benzinga . Visit Benzinga to get more great content like this. Penny stocks can be attractive trading options due to their endless volatility. Penny stock traders whose time moves perfectly can wind up doubling or tripling their money in a matter of minutes. But these stocks are not investments. Penny stocks are cheap for a reason, and most companies with cheap stock prices are in some kind of trouble. It’s important to know about the best E*Trade Penny Stocks. Penny stocks are for traders, not investors. Most investors consider penny stock trading to be nothing more than gambling. Information about these companies is often difficult to find or even opaque—as opposed to the transparency you find with bigger and more successful. The companies can be plagued by debt woes, cash flow constraints, lawsuits or simply bad management. If you’re ready to gamble with the rampant volatility and sudden moves of penny stocks, take a look at E*TRADE as 1 of the best brokers to consider. Quick Look at the Best E*Trade Penny Stocks: Amyris, Inc . McEwen Mining Inc Uni-Pixel Integrated Media Technology Genetic Technologies Ltd Contents Quick Look at the Best E*Trade Penny Stocks: Overview: E*TRADE Penny Stocks Features to Look for in E*TRADE Penny Stocks Take a Look at E*TRADE Penny Stocks Frequently Asked Questions Overview: E*TRADE Penny Stocks Penny stocks can be defined in several ways. To some investors, penny stocks are the ‘pink sheets’ or microcap stocks that trade over the counter away from the major exchanges. These stocks not only trade for pennies but sometimes for fractions of a penny. Some traders with large followings also buy up shares and promote the stock to followers. The followers then jump into the stock, bid the price up quickly, and allow the initial trader to dump shares for massive gains. Once the euphoria fades, the stock quickly crashes back down and the followers are left holding the bag....

The post Best Depression Stocks by Sarah Horvath appeared first on Benzinga . Visit Benzinga to get more great content like this. Investing during a period of economic depression or recession can be daunting. However, choosing the right depression stocks can help you weather a period of uncertainty and protect your financial interests. Today, we’ll be taking a look at a few stocks you may want to consider investing in if you believe that the market will take another downturn. Quick Look at the Best Depression Stocks: VAALCO Energy, Inc. Synopsys Netflix Campbell Soup IBM Contents Quick Look at the Best Depression Stocks: Overview: Depression Stocks Best Online Brokers for Depression Stocks Features to Look for in Depression Stocks Preparing for Economic Uncertainty Frequently Asked Questions Overview: Depression Stocks A depression is a period of extreme economic downturn that often lasts for several years. During a depression, prices and world trade fall, unemployment rates rise and the economy sees a consistent negative gross domestic product (GDP) growth. Many economists define depression as a drop in real GDP that exceeds 10%. A depression is a more severe form of a “recession,” which is usually defined as 2 consecutive quarters of decline in quarterly real GDP. A recession may lead to a depression if the recession goes on for at least 2 years. Though the U.S. has experienced several recessions, there has only been 1 major depression. Often referred to as “the Great Depression,” the stock market crash of October 29, 1929, caused the GDP of both the United States and foreign countries to decline sharply. GDP fell by an estimated 15%, crop prices plummeted over 60% and unemployment rates rose to 25.6% during the peak. While the depression caused many companies to go out of business as layoffs were made and consumers tightened their belts, some stocks survived — and a few even increased in value. Many of the stocks that rose during the Great Depression were defense...

2011年白银崩盘事件启示录 来源：图虫 1月30日，国际白银现货价格单日暴跌30%，从高位断崖式坠落的K线，像极了1980年美国“亨特兄弟白银操纵案”时银价从巅峰时刻急速暴跌超50%的可怕情形。 但实际上，这一轮白银暴跌与1980年的崩盘事件在驱动因素、参与角色、崩盘导火索和结果都有诸多显著不同，反而与在2011年时同样发生过的崩盘行情更为接近。 最大差异点在于，1980年的崩盘行情是单一财团（亨特兄弟）靠人为垄断控盘制造泡沫，最终被监管规则击碎，是纯粹的操纵事件。而后两次的参与者涵盖机构、散户、ETF、产业资本，叠加地缘政治和供需紧张格局之下的多元资金与交易所（监管）的博弈，而非单一主体控盘。 历史从不简单重复，但总会有相似的韵脚。 复盘2011年白银暴涨与崩盘始末，或许能为白银未来走势找到借鉴。 01、 2011年白银崩盘行情始末 2008年金融危机的余波尚未散尽，全球央行开启的量化宽松浪潮，将白银推上投机狂欢的舞台。 彼时，黄金价格已突破1500美元/盎司，较高的入场门槛将大量散户投资者挡在门外。 而白银作为“穷人黄金”，单价不足金价的三十分之一，成为散户与中小机构对冲通胀、规避欧债危机的首选。 行情启动之初，白银从2008年底的8.5美元/盎司缓慢爬升，2010年下半年开始加速，11月突破20美元关口后彻底进入持续加速疯涨模式，至2011年4月29日，银价已飙升至49.83美元/盎司，创下1980年亨特兄弟操纵案后30年的历史峰值。 这场狂欢中，资金涌入速度惊人。 2011年一季度，全球白银ETF总持仓量激增210吨，COMEX白银期货成交量较2010年同期翻倍， 散户通过线上经纪商加杠杆入场的规模环比增长3倍，甚至出现“融资炒银”的民间热潮。 据报道， 当时甚至出现了大量散户与中小型机构借助10-20倍高杠杆涌入，部分激进投资者甚至加至25倍杠杆，COMEX白银期货未平仓合约从2010年初的15万手飙升至2011年4月的23万手，创历史新高。 全球最大白银ETF（SLV）持仓量同步激增，4月单月持仓增长120吨，规模突破1100吨，形成“ 价格上涨-资金追入-ETF增持-价格再涨 ”的正向循环。 两年内，白银价格累计涨幅高达近5倍，仅2011年一季度涨幅就达89%，完全脱离了任何基本面支撑。 另一方面，2011年全球白银矿产产量达23400吨，同比增长3...

沃什重返美联储或代表货币主义的回归 沃什被提名的原因在于满足特朗普对美联储主席“既要又要还要”的诉求。沃什重返美联储或代表货币主义的回归，以及美联储改革的推进，预计将在监管、货币和改革三个维度发力，但是大力推进“缩表+降息”的组合存在一定掣肘。沃什的提名对市场短期存在较大冲击，但部分资产长期逻辑难因沃什而发生改变。 ▍ 事件： 根据新华社纽约1月30日报道，美国总统特朗普30日通过社交媒体宣布，提名美国联邦储备委员会前理事凯文·沃什为下任美联储主席。这项提名还 需要获得国会参议院批准，对此 中信证券 点评如下。 ▍ 沃什被提名的原因在于满足特朗普“既要又要还要”的诉求。 沃什职业生涯始于摩根士丹利，2006-2011年担任美联储理事，是当时最年轻的美联储理事，危机期间是华尔街和美联储的重要桥梁，但2011年因反对QE2而辞职。除哈赛特之外，相比其他几位候选人，沃什家族和特朗普关系更密切，满足忠诚度要求。此外，沃什既有独立性特征，又在本轮竞选中摘掉“鹰派标签”，边际转鸽支持降息，同时长期批评美联储，支持改革，符合特朗普对美联储主席的各方面诉求。 ▍ 沃什重返美联储或代表货币主义的回归，以及美联储改革的推进。 “通胀是一种选择”是沃什的经典名言，这与弗里德曼“通货膨胀永远且必然是货币现象”异曲同工。沃什的鹰派政策核心在于通过货币供应量控制和取消前瞻指引来压制通胀预期，而非机械性维持高利率压制通胀，并非利率层面的鹰派。他认为QE加大了贫富差距，损害了低收入群体利益，联储应该建立清晰退出机制，资产负债表规模应当仅仅满足货币流通需求。同时，对于美联储滥用量化宽松政策导致通胀、泡沫和贫富分化，以及决策依赖数据而没有前瞻性持长期批评态度。 ▍ 沃什或在监管、货币和改革三个维度发力，但是大力推进“缩表+降息”的组合存在一定掣肘。 沃什政策的综合方向或是Wall Street转向Main Street。监管政策方面，沃什长期批评《多德-弗兰克法案》和《巴塞尔协议III》，未来补充杠杆率可能进一步调整，银行监管可能简化。货币政策坚持“缩表+降息”组合，降息支持财政和实体经济，缩表抑制贫富差距、通胀预期和资产价格泡沫，此组合理论上合理，但是现阶段大力推进缩表存在掣肘，美联储充裕准备金+地板体系的货币政策框架在一定程度上制约了缩表的力度，而基本面回暖和通胀反弹风险则限制了大幅降息的空间， ...

為提升服務質素，無綫新聞網站及流動應用程式將於2026年2月2日（星期一）凌晨1時至3時進行系統升級。期間，影片播放及直播服務將暫停，用戶可能無法觀看新聞影片或即時直播。 我們建議您在此段時間可繼續瀏覽網站及應用程式內的文字新聞、圖片報道及專題內容，以獲取最新資訊。 服務預計於凌晨3時後逐步恢復正常。如有任何延誤，我們將透過網站及社交平台公布最新消息。 感謝您的理解與支持！

The management teams at these companies are displaying a forward-thinking mentality. There are certainly critics out there worried about all the capital flowing into artificial intelligence (AI) projects. However, it's hard to overlook how different companies in various sectors are trying to harness this technology to their benefit. Investors should try to identify these businesses that are staying ahead of the curve. With that being said, here are three industry-leading companies that are leveraging AI to strengthen their competitive positions. Investors should add them to their watch lists for further study. 1. Netflix First on this list is streaming pioneer Netflix (NFLX +0.40%). Even before AI was a hot buzzword, this media and entertainment juggernaut was using machine learning and AI capabilities to improve its recommendation algorithm, helping viewers find the right show or movie to watch. Expand NASDAQ : NFLX Netflix Today's Change ( 0.40 %) $ 0.33 Current Price $ 83.49 Key Data Points Market Cap $353B Day's Range $ 82.78 - $ 84.06 52wk Range $ 81.93 - $ 134.12 Volume 46M Avg Vol 46M Gross Margin 48.59 % The company recently touted generative AI, mentioning that creators use this to enhance certain aspects of on-screen visual effects, like to make characters in Happy Gilmore 2 look younger. AI is also being used to improve ad creativity and targeting, a relatively new revenue source for the business. Netflix's data and tech prowess will give it a leg up on the competition, even though there are people in Hollywood worried about AI advancements. 2. Nike Nike (NKE 1.14%) shares might be trading 65% below this peak (as of Jan. 28), as it fights to implement a successful turnaround. But this sportswear giant still dominates its industry. It has the resources to focus on technology initiatives. Nike leverages AI throughout its entire operations, from personalizing shopping recommendations to directing marketing strategies. AI is involved in supply chain and inven...

上海2025年用电量首破2000亿千瓦时 2026-02-01 20:14:47 来源： 同花顺7x24快讯 分享 文章提及标的 电力ETF银华 -- 上海2025年全社会用电量首次突破2000亿千瓦时大关，达到2088.88亿千瓦时，同比增长5.28%，在全球主要城市中居于领先地位。其中，战略性新兴产业与第三产业成增长主引擎。电力（562350）数据作为经济社会发展的“风向标”，分行业用电的结构变化正折射出上海经济发展的新动能。

Oil prices slipped on Tuesday, extending falls from the two previous sessions, as pressure from plans by OPEC to boost output offset optimism over a potential U.S.-China trade deal. Feifei Cui-paoluzzo | Moment | Getty Images OPEC+ has agreed in principle to keep its planned pause on oil output increases for March when it meets later on Sunday, ⁠according to three delegates and a draft statement seen by Reuters, even after crude prices hit six-month highs on concern ‍the U.S. could launch a ‍military strike on OPEC ‍member Iran. The meeting of eight OPEC+ members comes as Brent crude closed near $70 a barrel on Friday, close to the six-month high of $71.89 reached on Thursday, despite speculation that a supply glut in ‌2026 ‌would push prices down. The eight producers — Saudi Arabia, Russia, the United Arab Emirates, Kazakhstan, Kuwait, Iraq, Algeria and Oman — raised production quotas by about 2.9 million barrels per day from April through December 2025, roughly 3% of global demand. They then froze further planned increases for January through ⁠March 2026 because of seasonally weaker consumption. Trump weighing options on Iran On Friday, oil prices dipped amid tensions between the U.S. and Iran. Brent crude futures settled at $70.69 a barrel, down 2 cents or 0.03%. The March contract expired on Friday. U.S. West Texas Intermediate crude finished at $65.21 a barrel, down 21 cents or 0.32%. Sunday's meeting is now due to start at 1400 GMT, two sources said. It is not expected to take any decisions for output policy beyond March, sources said on Friday. OPEC+ includes the Organization of the Petroleum Exporting Countries, plus Russia and other allies. The full OPEC+ pumps about half of the world's oil. A separate OPEC+ panel called the Joint Ministerial Monitoring Committee is also scheduled to meet on Sunday once the eight-country meeting has concluded, delegates said. The JMMC does not have decision-making authority on production policy. The JMMC panel will stress t...

格隆汇2月1日｜乌克兰国防部长：乌克兰与SpaceX正合作开发一套系统，以确保只有获授权的星链终端在乌克兰运行。

Recently, Alphabet’s Google unveiled Project Genie, an AI-powered tool that can build, explore, and remix interactive virtual worlds from text and images, sparking concerns about new competition for established game development platforms such as Unity Software. While Project Genie raises questions about how AI-first creation tools could reshape workflows, Unity is simultaneously emphasizing partnerships and its own AI integration to position game engines as amplifiers rather than replacements for developers. With this context, we’ll examine how Google’s AI world-building push reshapes Unity’s investment narrative around competitive positioning and its evolving AI strategy. This technology could replace computers: discover 22 stocks that are working to make quantum computing a reality. What Is Unity Software's Investment Narrative? To own Unity today, you have to believe that its engine, ad stack and cross‑platform tools remain central to how interactive content is built and monetized, even as AI changes how that work gets done. The recent 20–25% selloff after Google’s Project Genie announcement has clearly rattled confidence, but it mostly sharpens existing questions rather than rewriting the story: can Unity move from a US$1.80 billion revenue base toward profitability, justify a still-full Price‑to‑Sales multiple, and execute under a relatively new management team? Near term, key catalysts look unchanged but more charged: proof that AI integrations, partnerships with Google/DeepMind, Coda and even Epic actually drive Create and Grow usage, and that upcoming earnings inch losses lower from the current US$435.53 million level. The flip side is that Genie puts competitive pressure, insider selling and Unity’s high stock volatility more firmly in focus. However, one risk around competitive AI tools and developer loyalty is easy to underestimate. Despite retreating, Unity Software's shares might still be trading 47% above their fair value. Discover the potential downsi...

British engine maker Rolls-Royce Holdings Plc has halted a plan backed by millions in government funding to put a mini nuclear reactor on the Moon, the Telegraph reported. The program, which planned to ready a nuclear micro-reactor to send to the Moon by 2029, is at a standstill due to a lack of potential partners, the newspaper reported. Rolls-Royce is still prepared to resume work on the project, the paper said. The project , which was backed by the UK Space Agency and looked into how nuclear power could be used to support a future Moon base for astronauts, had received £9 million ($12 million) in government funding, the Telegraph added. The UK aerospace manufacturer said last March it was in conversations with a range of potential partners for launch and landing services as well as lunar transportation. A representative for Rolls Royce confirmed that there are no current contracts in place with the UK Space Agency to progress the space nuclear micro-reactor system. The news stands in contrast with recently renewed commitment by the US to supporting research and development of a nuclear source to use on the Moon. NASA Administrator Jared Isaacman said in a statement in January that America is committed to returning to the Moon, building the infrastructure to stay, as well as making investments for space missions “to Mars and beyond.” Nuclear energy is seen as a potentially viable power source for future Moon exploration and habitation. A lunar surface reactor would potentially enable future sustained missions to the Moon by providing continuous and abundant power, regardless of sunlight or temperature. Rolls-Royce received funding of £2.9 million from the UK Space Agency in March 2023 to explore how nuclear power could be used to support future lunar bases. The company was working on two contracts with the space agency — the first targeting concept design and the second involving product development, primarily from the US.

Germany's EnBW signs deal with Acwa for ammonia hydrogen pathway Reuters

Key Points Energy Transfer has increased its high-yielding distribution by more than 3% over the past year. The MLP can easily cover its higher payment. It should have ample fuel to continue growing its distribution in the coming years. 10 stocks we like better than Energy Transfer › Energy Transfer (NYSE: ET) has become a very reliable income stock over the past few years. The master limited partnership (MLP) has been giving its investors a slight pay bump each quarter. That has helped push its distribution yield above 7%, driving it even further above the S&P 500's level of 1.1%. The MLP recently announced its latest distribution increase. With a strong financial profile and plenty of growth in the pipeline, Energy Transfer should have ample fuel to continue increasing its high-yielding payout. That makes it an ideal passive income investment for those comfortable receiving the Schedule K-1 Federal Tax form that the MLP sends its investors each year. 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 » A high-quality, high-yielding payout Energy Transfer recently declared its latest cash distribution. It's raising its quarterly payment to $0.335 per unit ($1.34 annualized). That's a slight increase from last quarter's level and more than 3% higher than the year-ago payment. This growth rate aligns with the pipeline company's target to increase its distribution by 3% to 5% per year. The MLP can easily afford its higher payment level. Energy Transfer paid out an average of slightly more than 50% of its annual cash flows over the last three years. That enabled it to retain billions of dollars each year to fund expansion projects and maintain its balance sheet flexibility. The company's leverage ratio is currently within its 4.0-4.5 times target range, giving it ample financial flexibility to fund its expansion initiatives while continuing to increase i...

Realty Income offers an attractive passive income stream. I recently bought even more shares of Realty Income (O +1.07%). It's a continuation of my buying spree over the past few years. Here are a couple of the reasons why I can't stop buying shares of this leading real estate investment trust (REIT). A passive income powerhouse Realty Income stands out among dividend-paying stocks. The REIT pays a monthly dividend (most companies pay quarterly) that currently yields 5.3% (well above the S&P 500's 1.1%). The company has a stellar record of increasing its dividend. It has raised its dividend payment 133 times since its public market listing in 1994, including for the past 113 consecutive quarters. That's much more frequent than most other dividend stocks, which typically aim to raise their dividends about once a year. The REIT's high-yielding dividend is on a rock-solid foundation. Realty Income generates extremely durable cash flows backed by a diversified portfolio of properties (retail, industrial, gaming, and others) secured by long-term net leases with many of the world's leading companies. It has experienced only one year in which it didn't grow its adjusted funds from operations (FFO) per share (2009). The REIT further supports its high-yielding payout with a low dividend payout ratio (less than 75% of its adjusted FFO) and a fortress-like balance sheet that boasts one of the ten highest credit ratings in the sector. Expand NYSE : O Realty Income Today's Change ( 1.07 %) $ 0.65 Current Price $ 61.16 Key Data Points Market Cap $56B Day's Range $ 60.40 - $ 61.23 52wk Range $ 50.71 - $ 61.95 Volume 7.3M Avg Vol 6.4M Gross Margin 48.14 % Dividend Yield 5.71 % Built for continued growth Realty Income's income stream is only part of the draw. The REIT also has an excellent growth track record. It has historically grown its adjusted FFO per share at a compound annual rate of more than 5%. That has enabled it to increase its high-yielding dividend at a 4.2% compound a...

Among them are images of the former Duke of York, who was stripped of his titles over his association with the disgraced financier, that appear to show the former prince kneeling on all fours over a female lying on the ground.

It was hard to communicate with my mother or father, until reading a book out loud led to a discovery The novelist Ian McEwan has advocated for the extension of assisted dying to people with dementia, commenting on the deeply distressing experience of his own mother: “By the time my mother was well advanced and could not recognise anyone, she was dead. She was alive and dead all at once. It was a terrible thing. And the burden on those closest is also part of the radioactive damage of it all.” My mother, Pamela, a journalist, died of vascular dementia 10 years ago. My father, the football journalist and novelist Brian Glanville , died of Parkinson’s last year after living with the illness for five years. He also had a milder form of dementia. “Radioactive damage” is certainly a vivid description of the impact of caring for someone living with a degenerative illness, but the perception that someone in the last stages of dementia may be “dead” feels wrong when I think of my parents. How are you to know what is happening in someone else’s brain? Continue reading...