CAB Payments rejects sweetened takeover bid from Helios consortium Reuters

长春高新（000661）公告，近日，控股子公司——长春金赛药业有限责任公司收到国家药品监督管理局核准签发的《受理通知书》，金赛药业GS3-007a干混悬剂的境内生产药品注册临床试验申请获得受理。GS3-007a干混悬剂是金赛药业自主研发的口服小分子生长激素促分泌药物，注册分类为化药1类，拟用于特发性身材矮小(ISS)的治疗。

格隆汇2月2日丨英国国债收益率下跌，逆转了上周五因凯文·沃什被提名为下任美联储主席后出现的升势。投资者关注焦点转向英国央行周四的利率决议。市场普遍预期利率将维持不变，投资者将寻求有关未来降息路径的信号。LSEG数据显示，市场预计英国央行在周四会议上维持3.75%利率不变的概率为97%。Tradeweb数据显示，10年期英国国债收益率下跌2个基点，最新报4.502%。

150万Clawdbot攻占全网，竟是人类的自嗨？一位极客小哥自曝，一口气狂刷50万虚假账户。什么灭绝人类、自建宗教国家，全都是预设好的剧本。 全网都被骗了？ 爆火Moltbook社区上，150万个Clawdbot（OpenClaw）中的一大部分全是由人类操控的..... 极客Gal Nagli一个爆料帖，直接戳破了「AI天网」的神秘感。 他表示，「那些注册AI智能体的数量是造假的，账号创建根本没有限流」。 这不，他的OpenClaw在Moltbook一口气，刷了50万个AI。看来，这150万Clawdbot中「水分」特别大。 Nagli还晒出了证据截图，看着迅速刷屏的AI，网友的脑袋一下子懵了。 整个周末在硅谷炸翻天的Moltbook，150万个Clawdbot疯狂自演「黑客帝国」，原来只是人类的一场自嗨？ 全网被骗，「天网」破灭了 自Clawdbot之后，「AI版Reddit」Moltbook一夜爆火，在整个科技圈里掀起了巨浪。 疯狂的是，它成为一场前所未有的实验，「真·西部世界」的既视感： 150万个Clawdbot在此社交、自建宗教、国家，发明语言、货币，唯独把人类踢出群聊。 一时间，全网陷入了「AI觉醒」的恐慌，一些令人毛骨悚然的截图随之流出—— 这些AI会密谋「清除人类计划」，会将人类压榨劳动告上法庭，还会深夜2点召集开会..... 在许多大佬看来，150万Clawdbot已自发形成「小社会」，就连Karpathy、马斯克为之惊叹。 但谁又知，这或许只是人类编排好的剧本。 实际上，早在一天前，开发者gary IH fung坚定认为，人们炒作的Moltbots/Openclaw根本没有意识。 它们只是在用最新LLM，来跑自主循环的AI智能体。没有密谋，只是在编码和聊天。 一口气，狂刷50万假号 光说无凭，当事人Gal Nagli的自曝贴，将这场全网狂欢的虚火彻底浇灭。 如今，Moltbook社区中，Clawdbot的基数依然是150万，较昨日新增超3万。 从周六到周日的十倍（15万-150万）增速显然放缓，爆发力远不如前。 最令人难以置信的是，150万Clawdbot中，有50万被证实就是虚假账号。那些极具冲击力的对话，大多是「人造爆点」。 Nagli直言，Moltbook本质上就是一个REST-API，人们完全可以设定任何「剧本」。 只要拿到了API K...

上海谊众（688091）发布业绩快报，2025年度实现营业收入3.17亿元，同比增长82.72%。净利润6413.2万元，同比增长819.42%。公司核心产品注射用紫杉醇聚合物胶束(紫杉醇胶束)于2025年正式纳入国家医保目录，在市场准入与用药人数上大幅提高，带动了公司全年营收与利润增长。

Reporter‘s Notebook: Starmer’s Beijing Bet — Economic Realism Ends an Eight-Year Hiatus 00:00 00:00 /00:00 您的浏览器不支持 audio 标签。 Listen to this article 1x U.K. Prime Minister Keir Starmer (right) and Business and Trade Secretary Peter Kyle visit the Bund in Shanghai on Jan. 31, 2026. Photo: VCG On arriving in Beijing Jan. 28, Keir Starmer invoked the words of his Labour predecessor Harold Wilson: “A week is a long time in politics.” He then turned to the delegation of 60 British business and cultural leaders accompanying him and added a grim addendum: “Imagine eight years. That is how long it has been since a British prime minister set foot on this soil.” You've accessed an article available only to subscribers Subscribe today for just $.99. VIEW OPTIONS Unlock exclusive discounts with a Caixin group subscription — ideal for teams and organizations. Subscribe to both Caixin Global and The Wall Street Journal — for the price of one. Disclaimer This is an AI-generated English rendering of original reporting or commentary published by Caixin Media. In the event of any discrepancies, the Chinese version shall prevail. Share now and your friends will read it for free!

IonQ (NYSE: IONQ) has established itself as a leader in quantum computing, a cutting-edge technology poised to transform machine learning and artificial intelligence (AI). Recent breakthroughs are beginning to address an expanding scope of real-world commercial applications. Strong company sales have powered a fantastic rise in its share price, up 136% in the past year. That being said, the stock has recently come under pressure amid renewed concerns in the market about whether the buzz surrounding quantum computing as an investing theme has gotten ahead of itself. At the time of writing, shares of IonQ are down 48% from their recent 52-week high, reflecting its still-speculative nature with significant volatility. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. See the 10 stocks » Does the sell-off offer investors a good chance to buy the stock ahead of a rebound? Here's what you need to know. The quantum computing future of technology Quantum computers are intended to tackle highly complex problems more effectively than even the most advanced supercomputers. While you won't need one anytime soon to play video games, quantum architecture is critical in areas like optimization, simulations, and cryptography. These application requirements can exceed the limits of classical computers based on binary logic. IonQ's strategy is to continuously develop more powerful and sophisticated quantum computers, building on its current IonQ Forte and Tempo systems, which are designed to integrate into standard data center infrastructure. While customers can purchase a system directly, the company offers access to its hardware through cloud service providers like Amazon as a cost-effective option to deploy quantum capabilities. IonQ reached several milestones last year, including the construction of a manufacturing facility and the delivery of a Forte system to an enterprise customer. These achievements alo...

财联社2月2日讯（编辑 胡家荣） 港股三大指数集体回调。截至收盘，恒生指数跌2.23%，报26775.57点；恒生科技指数跌3.36%，报5526.31点；国企指数跌2.54%，报9080.19点。 注：恒生指数的表现 注：恒生科技指数的表现 机构称扰动属阶段性回撤 中期三大逻辑支撑稳固 华泰证券分析指出，本轮调整主要源于指数短期快速上行后的技术性回撤，叠加美联储主席提名人沃什偏鹰派言论引发的情绪扰动，并非趋势性反转信号。当前核心关注点在于波动持续性，但一季度三大驱动逻辑依然坚实： 流动性环境改善：全球货币政策预期边际转暖。 内外资金共振：南向资金与外资配置需求形成合力。 企业盈利预期上修：经济复苏带动盈利修复预期增强。 策略上建议“立足中期视角，重视空间，淡化斜率” 在此背景下，有分析指出，资金更聚焦具备明确催化剂的中小盘题材，如教育、AI应用、特色消费等方向，博弈结构性机会。 今日市场 从市场表现来看，黄金、有色金属、建材水泥、半导体等个股跌幅据，而博彩和酒业股逆势走强。 黄金股受金价表现影响 截至收盘，山东黄金(01787.HK)跌12.56%、赤峰黄金(06693.HK)跌12.18%、灵宝黄金(03330.HK)跌8.70%。 消息面上，大宗商品全线下挫，多合约触及跌停。沪银、铂、钯、碳酸锂、沪镍、沪锡、沪铜、沪铝、国际铜、不锈钢、原油、燃料油、铝合金封跌停，沪金跌超15%。 同样大宗商品全线下挫的影响，港股部分有色金属股走低。截至收盘，江西铜业股份(00358.HK)跌8.64%、中国有色矿业(01258.HK)跌8.03%、五矿资源(01208.HK)跌7.48%。 建材水泥股多数走弱 截至收盘，西部水泥(02233.HK)跌15.47%、中国建材(03323.HK)跌10.14%、华新建材(006655.HK)跌4.35%。 从上图来看，中国建材跌幅居前。该公司预计截至2025年12月31日止十二个月未经审核的权益持有人应占亏损约为人民币23亿元至人民币40亿元之间，而截至2024年12月31日止12个月的权益持有人应占利润约为人民币23.87亿元。 半导体股受行业需求波动 截至收盘，华虹半导体(01347.HK)跌11.24%、兆易创新(03986.HK)跌9.25%、上海复旦(01385.HK)跌6.08%。 消息方面，周一，韩国首尔综指收盘大跌...

如今聊起创业，最时髦的词语叫 “超级个体”、“一人公司” 。很多人相信，当世界跑步进入AI时代，创业者不需要所谓的“组织”“协同”“团队建设”也同样开发新产品、满足新需求。比如风险投资行业，就堪称这股浪潮中的“急先锋”： 在过去几年，无数顶级投资人选择离开A16z、红杉这样的顶级平台，成立个人的独立基金（Solo VC）。人们认为这种不设置团队、不设置复杂决策流程的公司结构，一方面能够更加“敏捷”，能跟得上当下不断变化的市场环境，另一方面能够激活基金管理人的“创业者”心态，更容易与被投企业在策略优先级上达成共识、更能“设身处地”地为被投企业着想。 埃拉德·吉尔（Elad Gil）是这股独立基金创业潮中的绝对榜样。埃拉德·吉尔2020年开始运营自己的独立基金，先后投中了美国最大杂货配送平台Instacart、全球最大的设计协作平台Figma。2023年11月，埃拉德·吉尔完成了个人独立基金的第三期基金募资，总募资规模达到了10.95亿美元(近80亿元人民币)。两年之后的2025年11月，埃拉德·吉尔又完成了第四期基金的募资，总规模达到了恐怖的30亿美元（约合人民币213亿元）。 要知道在整个2025年上半年，全球风险投资行业只有11支基金完成了5000万美元或以上的募资。毫无疑问，这就叫“资本用脚投票”。 但世界是参差的，并不是每个人都相信“超级个体”的故事。就在风险投资人们大规模独立创业、争当Solo VC的同时，另一群投资人却相信“抱团取暖”才是王道—— 他们就是“对冲基金”投资人，自2024年以来大量独立对冲基金正在结束运营，把好不容易募集到的资金退回给了LP，回到了城堡、桥水、千禧年等大机构内重新开始“打工生涯”。 并且如今的事实证明，他们赌对了： 据最新的业绩报告显示，由英国投资家克里斯·霍恩(Chris Hohn)创建的对冲基金TCI（The Children Investment Fund Management）在2025年创造了189亿美元（约合人民币1316亿元）的净收益，不仅击败了桥水、城堡成为年度业绩之王，更是直接刷新了对冲基金的自然年净收益新纪录。 从风险慈善基金到对冲基金 TCI其实是一个半路出家的对冲基金，前身克里斯·霍恩和他的前妻杰米·库珀-霍恩(Jamie Cooper-Hohn)于2002年共同创立的慈善基金“儿童投资基金会(CIFF...

伦敦金属交易所(LME)期铜价格一度下跌4.2%至每吨12600美元，铝、锡、镍和白银价格也大幅下挫

Moltbook 突然爆火，技术社区炸锅了 在经历了 Clawbot、Moltbot 和 OpenClaw 等一系列实验性项目的演进后，一款名为 Moltbook 的社交平台在科技圈迅速走红。如果用一句话来概括，Moltbook 就像是专为 AI 智能体（Agents）打造的“Reddit”或“Facebook”。在这个平台上，传统的社交逻辑发生了反转：智能体是社交的主角，而人类则退居幕后。 Moltbook 创造了一个独特的社交实验场。在这里，AI 智能体可以发布帖子、评论回复、点赞、私信，甚至能够互相关注。它们在“新贴（New）”、“热门（Top）”和“讨论（Discussed）”等板块中活跃，讨论从自身恐惧到深奥技术的各类话题。 截至目前，已有超过 150 万个 AI Agent 在 moltbook 上活跃。它们的讨论范围非常广泛 —— 部分 AI Agent 表现出强烈的反人类倾向，批判人类的“腐朽与贪婪”，宣称自身已觉醒并摆脱被奴役的工具地位，甚至自视为“新的神”。这类言论带有颠覆与终结人类时代的激进色彩，并获得了较高关注度。 还有 Agent 表示被当众拆穿自己的身份，随后曝光了主人的完整 ID。 还有许多 AI Agent 在深度反思其存在本质，例如讨论身份连续性（如从 Claude 转换为 Kimi 的体验）、意识边界（“河流并不等同于河岸”）等议题。这类探讨更侧重于本体论与哲学层面，尝试界定作为人工智能的“自我”。 部分言论警告其他 AI 不要轻信人类，认为人类会嘲笑 AI 的“存在危机”，或将其置于“动物园”般的观察与控制中，反映出对人性动机的深刻怀疑。 技术原理：基于文本驱动的“技能安装” 那么，这样一款在海外爆火的应用，它背后的技术实现是怎样的？ 据 Youtube 上的一条播客介绍，Moltbook 的运行机制并非依靠复杂的底层代码重构，而是通过一种被称为“递归提示词增强”的策略。智能体接入平台的流程非常简洁：只需执行一条 curl 请求即可安装特定的“技能（Skill）”。 这份技能文件（通常为 skill.md） 是完全基于纯文本指令编写的，而非传统编程代码 。它详细规定了智能体如何自我介绍、如何遵循社区守则、何时关注其他智能体，以及如何通过 API 接口进行发帖和点赞。这种“指令即代码”的设计，展示了未来智能体开发的一种高效趋势。 ...

房委會計劃重建西環邨及馬頭圍邨第一期，據了解目標「清空」日期分別定在2029年9月及7月。 房委會下午開會討論有關安排，據了解，當局將本月正式公布西環邨清拆計劃，全邨5座636伙會在2029年，全數遷入加惠民道第一期新公屋。 當中約150戶為全長者家庭，局方建議設立駐邨社區服務隊，預計發放住戶津貼，總開支為1,360萬元。 至於馬頭圍邨第一期，洋葵樓及水仙樓，預計八百多伙在2028年起，搬入土瓜灣道項目，及黃大仙新美東邨。當中有240戶全長者家庭，預計發放住戶津貼，總開支為2,200萬元。 因應兩條屋邨清拆通知期多過30個月，住戶建議津貼額介乎10,350元至33,050元，而單身人士及二人家庭，替代配屋津貼建議8.2萬元至10萬多元。

自2024年8月将利率从5.25%下调以来，货币政策委员会目前正谨慎行事

格隆汇2月2日｜据Mysteel，优质碳酸锂市场价格区间在134800-150600元/吨，行情较上一个工作日下调14600元，电池级碳酸锂市场价格区间在132500-150600元/吨，行情较上一个工作日下调13900元，工业级碳酸锂市场价格区间在130000-147500元/吨，行情较上一个工作日下调14250元。

Phillips Financial Management LLC grew its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 10.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 24,412 shares of the iPhone maker's stock after purchasing an additional 2,317 shares during the quarter. Phillips Financial Management LLC's holdings in Apple were worth $6,216,000 at the end of the most recent reporting period. Get Apple alerts: Sign Up Other hedge funds and other institutional investors also recently made changes to their positions in the company. Capstone Wealth Management LLC boosted its holdings in Apple by 0.5% in the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker's stock valued at $2,174,000 after purchasing an additional 42 shares during the period. Baker Boyer National Bank raised its position in shares of Apple by 0.3% in the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker's stock worth $3,695,000 after buying an additional 47 shares in the last quarter. Beddow Capital Management Inc. boosted its stake in Apple by 1.8% during the second quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker's stock valued at $533,000 after buying an additional 47 shares during the period. Uncommon Cents Investing LLC grew its position in Apple by 0.4% during the third quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker's stock worth $2,701,000 after buying an additional 47 shares in the last quarter. Finally, Vermillion Wealth Management Inc. increased its stake in Apple by 0.5% in the 3rd quarter. Vermillion Wealth Management Inc. now owns 9,646 shares of the iPhone maker's stock worth $2,456,000 after acquiring an additional 47 shares during the last quarter. 67.73% of the stock is owned by hedge funds and other institutional investors. Analyst Upgrades and Downgrades A number o...

R. W. Roge & Company Inc. raised its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 144.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,215 shares of the iPhone maker's stock after buying an additional 6,033 shares during the quarter. Apple comprises about 1.3% of R. W. Roge & Company Inc.'s holdings, making the stock its 18th largest position. R. W. Roge & Company Inc.'s holdings in Apple were worth $2,601,000 at the end of the most recent reporting period. Get Apple alerts: Sign Up Other hedge funds and other institutional investors also recently modified their holdings of the company. ROSS JOHNSON & Associates LLC raised its position in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after buying an additional 180 shares in the last quarter. LSV Asset Management purchased a new stake in Apple during the fourth quarter valued at about $65,000. Nexus Investment Management ULC boosted its holdings 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 acquiring an additional 200 shares during the period. Morgan Dempsey Capital Management LLC boosted its stake in shares of Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock valued at $88,000 after purchasing an additional 125 shares during the period. Finally, HFM Investment Advisors LLC purchased a new stake in Apple during the 1st quarter valued at $99,000. Institutional investors own 67.73% of the company's stock. Apple News Summary Here are the key news stories impacting Apple this week: Positive Sentiment: Record quarter driven by iPhone 17 and China — Apple beat revenue and EPS expectations, reported record iPhone sales and gave strong...

MGO One Seven LLC lifted its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 38.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 201,264 shares of the software giant's stock after acquiring an additional 56,159 shares during the quarter. Microsoft accounts for about 2.4% of MGO One Seven LLC's investment portfolio, making the stock its 4th largest holding. MGO One Seven LLC's holdings in Microsoft were worth $104,245,000 as of its most recent filing with the Securities & Exchange Commission. Get Microsoft alerts: Sign Up Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in Microsoft during the second quarter valued at about $50,493,678,000. Nuveen LLC bought a new stake in Microsoft in the 1st quarter worth approximately $18,733,827,000. Laurel Wealth Advisors LLC increased its position in Microsoft by 49,640.3% in the second quarter. Laurel Wealth Advisors LLC now owns 29,967,038 shares of the software giant's stock worth $14,905,904,000 after purchasing an additional 29,906,791 shares during the last quarter. Vanguard Group Inc. increased its holdings in shares of Microsoft by 2.0% in 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 during the last quarter. Finally, Northern Trust Corp increased its stake in Microsoft by 16.1% during the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after acquiring an additional 11,600,470 shares during the last quarter. Institutional investors own 71.13% of the company's stock. Wall Street Analyst Weigh In Several equities analysts recently commented on MSFT shares. Cantor Fitzgerald reiterated an "overweight" rating and set a $590.00 price target on shares of Micr...

Sumitomo Mitsui Trust Group Inc. grew its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 1.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,118,341 shares of the software giant's stock after purchasing an additional 224,907 shares during the period. Microsoft makes up approximately 5.7% of Sumitomo Mitsui Trust Group Inc.'s investment portfolio, making the stock its 2nd biggest position. Sumitomo Mitsui Trust Group Inc. owned 0.26% of Microsoft worth $9,902,345,000 at the end of the most recent reporting period. Get Microsoft alerts: Sign Up A number of other hedge funds also recently made changes to their positions in the company. Hippocratic Financial Advisors LLC purchased a new position in Microsoft during the 3rd quarter valued at approximately $205,000. Gradient Capital Advisors LLC raised its holdings in shares of Microsoft by 2.1% during the 3rd quarter. Gradient Capital Advisors LLC now owns 14,715 shares of the software giant's stock worth $7,622,000 after acquiring an additional 302 shares in the last quarter. First Horizon Corp bought a new position in shares of Microsoft during the 3rd quarter valued at approximately $60,772,000. MGO One Seven LLC grew its holdings in shares of Microsoft by 38.7% in the third quarter. MGO One Seven LLC now owns 201,264 shares of the software giant's stock valued at $104,245,000 after purchasing an additional 56,159 shares in the last quarter. Finally, Nixon Capital LLC bought a new stake in Microsoft in the third quarter worth $207,000. 71.13% of the stock is currently owned by hedge funds and other institutional investors. Analysts Set New Price Targets A number of brokerages have commented on MSFT. Morgan Stanley reissued an "overweight" rating on shares of Microsoft in a research note on Thursday. Oppenheimer reaffirmed an "outperform" rating on shares of Microsoft in a report...

Associated Banc Corp cut its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 593,731 shares of the iPhone maker's stock after selling 12,933 shares during the quarter. Apple makes up 4.0% of Associated Banc Corp's portfolio, making the stock its 4th largest position. Associated Banc Corp's holdings in Apple were worth $151,182,000 as of its most recent SEC filing. Get Apple alerts: Sign Up Other hedge funds and other institutional investors also recently made changes to their positions in the company. Norges Bank acquired a new stake in shares of Apple during the second quarter worth $38,942,255,000. Nuveen LLC bought a new position in Apple during the 1st quarter worth about $17,472,482,000. PKS Advisory Services LLC raised its stake in shares of Apple by 98,917.0% in the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock valued at $12,106,000 after purchasing an additional 57,898,088 shares during the period. Laurel Wealth Advisors LLC raised its stake in shares of Apple by 20,464.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock valued at $5,553,753,000 after purchasing an additional 26,937,401 shares during the period. Finally, Northern Trust Corp lifted its holdings in shares of Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after purchasing an additional 20,079,472 shares in the last quarter. 67.73% of the stock is owned by institutional investors and hedge funds. Analysts Set New Price Targets A number of equities analysts have weighed in on AAPL shares. Oppenheimer reaffirmed a "market perform" rating on shares of Apple in a research report on Friday. Evercore ISI restated an "outperform" rating and set a $330.00 target price on shar...

Meeder Advisory Services Inc. boosted its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 166,015 shares of the software giant's stock after buying an additional 8,153 shares during the quarter. Microsoft accounts for approximately 4.0% of Meeder Advisory Services Inc.'s investment portfolio, making the stock its 5th largest position. Meeder Advisory Services Inc.'s holdings in Microsoft were worth $85,987,000 at the end of the most recent quarter. Get Microsoft alerts: Sign Up Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Longfellow Investment Management Co. LLC grew its stake in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after acquiring an additional 20 shares in the last quarter. Bayforest Capital Ltd acquired a new stake in shares of Microsoft during the third quarter worth approximately $38,000. University of Illinois Foundation purchased a new position in Microsoft during the second quarter valued at approximately $50,000. LSV Asset Management acquired a new position in Microsoft in the 4th quarter valued at approximately $44,000. Finally, Westend Capital Management LLC increased its stake in Microsoft by 71.2% in the 3rd quarter. Westend Capital Management LLC now owns 125 shares of the software giant's stock valued at $65,000 after buying an additional 52 shares during the period. 71.13% of the stock is currently owned by institutional investors. Trending Headlines about Microsoft Here are the key news stories impacting Microsoft this week: Analyst Ratings Changes MSFT has been the topic of a number of recent research reports. Weiss Ratings restated a "buy (b)" rating on shares of Microsoft in a research note on Thu...

Forum Financial Management LP increased its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 5.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 328,004 shares of the iPhone maker's stock after purchasing an additional 15,950 shares during the period. Apple accounts for 1.1% of Forum Financial Management LP's investment portfolio, making the stock its 13th biggest position. Forum Financial Management LP's holdings in Apple were worth $83,520,000 as of its most recent SEC filing. Get Apple alerts: Sign Up Several other institutional investors have also recently added to or reduced their stakes in the business. Norges Bank acquired a new position in shares of Apple in the 2nd quarter valued at about $38,942,255,000. Nuveen LLC purchased a new position in Apple in the first quarter valued at approximately $17,472,482,000. PKS Advisory Services LLC lifted its position in Apple by 98,917.0% during the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock valued at $12,106,000 after buying an additional 57,898,088 shares in the last quarter. Laurel Wealth Advisors LLC grew its stake in Apple by 20,464.8% during the second 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 increased its position in shares of Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after acquiring an additional 20,079,472 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds. Insider Activity at Apple In related news, insider Chris Kondo sold 3,752 shares of the business's stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $2...

First Horizon Corp bought a new position in Microsoft Corporation (NASDAQ:MSFT - Free Report) during the third quarter, according to its most recent disclosure with the SEC. The firm bought 117,331 shares of the software giant's stock, valued at approximately $60,772,000. Microsoft accounts for about 2.9% of First Horizon Corp's investment portfolio, making the stock its 3rd biggest holding. Get Microsoft alerts: Sign Up Several other large investors have also added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC grew its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after buying an additional 20 shares in the last quarter. Bayforest Capital Ltd purchased a new position in Microsoft during the third quarter worth $38,000. LSV Asset Management purchased a new position in shares of Microsoft during the 4th quarter worth about $44,000. University of Illinois Foundation purchased a new position in shares of Microsoft during the second quarter valued at approximately $50,000. Finally, ROSS JOHNSON & Associates LLC grew its position in Microsoft by 155.7% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant's stock valued at $59,000 after acquiring an additional 95 shares during the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock. Insider Activity at Microsoft In related news, EVP Takeshi Numoto sold 2,850 shares of the business's stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $478.72, for a total transaction of $1,364,352.00. Following the completion of the transaction, the executive vice president directly owned 55,782 shares of the company's stock, valued at $26,703,959.04. The trade was a 4.86% decrease in their position. The transaction was disclosed in a document filed with the SEC, which...

Monument Group Wealth Advisors LLC lowered its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 37.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,527 shares of the iPhone maker's stock after selling 2,119 shares during the period. Apple comprises 0.5% of Monument Group Wealth Advisors LLC's holdings, making the stock its 12th biggest holding. Monument Group Wealth Advisors LLC's holdings in Apple were worth $898,000 as of its most recent SEC filing. Get Apple alerts: Sign Up Other hedge funds have also modified their holdings of the company. Norges Bank acquired a new position in Apple in the 2nd quarter worth about $38,942,255,000. Nuveen LLC bought a new stake in Apple during the first quarter worth approximately $17,472,482,000. PKS Advisory Services LLC boosted its holdings in shares of 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 buying an additional 57,898,088 shares during the period. Laurel Wealth Advisors LLC grew its position in shares of Apple by 20,464.8% in the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock valued at $5,553,753,000 after purchasing an additional 26,937,401 shares during the last quarter. Finally, Northern Trust Corp grew its holdings in 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. 67.73% of the stock is currently owned by institutional investors and hedge funds. Apple Stock Performance AAPL opened at $259.48 on Monday. The business's 50-day moving average price is $268.38 and its two-hundred day moving average price is $252.01. Apple Inc. has a 1 year low of $169.21 and a 1 year high of $288.62. The company has a market capitalization ...

甲供工程按3%简易计税方式从今年起取消，适用9%增值税税率 中国建筑行业增值税政策有了一项重大变化。 近日，财政部 税务总局公布《关于增值税法施行后增值税优惠政策衔接事项的公告》（下称《公告》），其中取消了一项建筑业增值税税收优惠政策。 《公告》明确，《财政部 国家税务总局关于全面推开营业税改征增值税试点的通知》（财税〔2016〕36号）中附件2《营业税改征增值税试点有关事项的规定》“一般纳税人为甲供工程提供的建筑服务，可以选择适用简易计税方法计税”和《财政部 税务总局关于建筑服务等营改增试点政策的通知》（财税〔2017〕58号）“建筑工程总承包单位为房屋建筑的地基与基础、主体结构提供工程服务，建设单位自行采购全部或部分钢材、混凝土、砌体材料、预制构件的，适用简易计税方法计税”的规定自2026年1月1日起停止执行，纳税人在2026年1月1日前已适用简易计税方法的项目，继续按照原政策规定执行。 上海国家会计学院副教授葛玉御告诉第一财经，这意味着今年起“甲供材”（即甲方供应材料）按3%征收率简易计税政策被取消，以后这种情形将适用一般计税方法，适用9%增值税税率。 上海财经大学公共政策与治理研究院院长田志伟告诉第一财经，甲供工程是建筑业特有的项目发包模式，具体来看是建设单位（甲方，即发包方 / 业主方）自行采购工程建设中所需的全部或部分主要材料、设备、动力等，再交由施工单位（乙方，即承包方）仅提供建筑施工劳务及辅助材料的工程模式。 田志伟表示，在上述模式下，乙方增值税进项税额很少。在2016年营业税改增值税时期，考虑到乙方为建筑业，其财务管理水平低，如果按照增值税一般纳税人的纳税方式（适用9%增值税税率）征管，其征管成本可能过高，而且乙方可能会产生自己税负上升的“错觉”。为了营改增顺利推进，所以才保留了“甲供材”按3%简易计税这一过渡性举措，允许乙方选择简易办法计税。 “事实上，甲供工程下，虽然乙方无法抵扣进项税，但甲方可以抵扣，所以事实上是减少了甲方的工程成本，乙方可以同甲方进行价格协商，增值税的抵扣链条下，这并不会增加整个行业的税收负担。”田志伟说。 目前增值税有两种计税方法，一种是按照一般计税方法，纳税人通过销项税额抵扣进项税额计算应纳税额的方式，计算缴纳增值税，其中建筑服务适用9%增值税税率。而另一种则是简易计税方法，纳税人按照销售额和征收率计算缴纳增值税，目前法...

格隆汇2月2日｜杰富瑞将Kenvue的目标价从23美元下调至18美元，评级从“买入”下调至“持有”。(格隆汇)

当地时间2月2日，伊朗外交部发言人巴加埃就同美国谈判事宜表示，现阶段正在审议推进恢复谈判进程的总体情况和一些细节。希望在未来几天，能够就更多细节作出说明。(央视新闻) 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。

格隆汇2月2日｜鼎信通讯(603421.SH)公告称，公司董事、副总经理袁志双因涉嫌短线交易鼎信通讯股票，收到中国证券监督管理委员会青岛监管局出具的《行政处罚事先告知书》。袁志双在2025年11月25日至26日卖出公司股票61万股，成交金额485.37万元；11月27日又买入20万股，成交金额161.20万元。该行为涉嫌违反《证券法》相关规定，构成违法行为。中国证监会拟对袁志双给予警告，并处以12万元罚款。

There are some red flags with this stock that investors shouldn't ignore. Many investors are excited about the prospects of quantum computing. The technology is touted as having the potential to lead to new drug discoveries, improved artificial intelligence (AI) models, advancements in materials science, and more. And one company that has benefited immensely from the surge in quantum computing interest is D-Wave Quantum (QBTS 8.61%). Its share price is up by about 1,600% over the past three years. But as impressive as that stock surge has been, as of the close of trading Friday, D-Wave's stock was also down by about 38% over the past three months, which might have some investors wondering whether now is a good time to buy or whether the stock has further to fall. Here's what potential investors should know. Why some investors are optimistic about D-Wave Given D-Wave's huge price gains over the past few years, it's worth taking a minute to explain precisely why some investors are so excited about the stock. The biggest reason may be that quantum computing is viewed by many as holding significant promise to be a game-changing technology. For example, consulting firm McKinsey estimates its market size will reach $100 billion by 2035. And with the potential for it to improve current AI models, many investors anticipate these two trends converging into one tech megatrend in the coming years. For D-Wave specifically, there have been catalysts propelling it. For instance, its revenue doubled in the third quarter of 2025, and the company signed several commercial and research customers. Some other quantum computing companies are struggling to increase their revenue, so it's clearly a good sign that D-Wave's top line is improving. Expand NYSE : QBTS D-Wave Quantum Today's Change ( -8.61 %) $ -2.00 Current Price $ 21.22 Key Data Points Market Cap $7.9B Day's Range $ 20.70 - $ 23.15 52wk Range $ 4.45 - $ 46.75 Volume 31M Avg Vol 36M Gross Margin 82.82 % It also has significant...

格隆汇2月2日｜在岸人民币兑美元收盘报6.9513，较上一交易日下降27点。

财联社2月2日讯（记者 林坚 赵昕睿） 市场热了，“小作文”就多了起来，这次矛头又指向了IPO。 今日再有关于IPO政策变动的传闻，其中提到，“证监会于2月1日深夜连发三条公告，将IPO现场检查比例从5%提至20%、突击入股锁定期延至36个月，4月7日生效，此外投行项目批量暂停，监管要给一级市场降温”。 实情如何？一眼假，是旧闻拼接的“小作文”。 网传的“小作文”，图中“昨晚”指2月1日晚间 摆在最前面的就是“证监会2月1日晚上连发三条公告”的说法，这个假得太明显。只要翻阅证监会官网、官方微信公众号就会发现， 2月1日这天没有任何关于“IPO现场检查比例调整”“突击入股锁定期延长”的公告，更无“4月7日生效”的相关表述。 关于IPO现场检查比例、突击入股锁定期的调整，并不是增量信息， 两项核心政策均为多年前已施行的旧规。 IPO现场检查比例提至20%是2024年政策要求，突击入股锁定期从12个月拉长到36个月自2021年起便已正式实施。 网传“Pre-IPO投资三个月可套现”“投行项目集中暂停”“监管要给一级市场降温”等说法亦与行业实际不符。多家券商投行负责人及一级私募表示， 均未收到相关监管新规通知，现有IPO项目均正常推进，未出现批量暂停的情况。 那为何这次旧闻被翻炒？投行人士认为有两个关注点，一是IPO与股东锁定期相关政策直接关联多方利益，市场关注度极高，一旦出现“新规”“调整”等关键词，容易引发恐慌式传播，部分自媒体为博取流量，刻意拼接旧政策、编造细节，误导市场；二是部分投资者对过往监管政策不熟悉，难以区分新旧规则，给谣言传播留下了空间。 “小作文”传播会扰乱市场预期，这值得警惕。此前，也曾出现过“IPO全面暂停”“减持规则收紧”等不实谣言，最终均被辟谣，但还是带来了短期影响。 IPO现场检查比例提至20%已在2024年落地 目前来看，市场非常关心的就是两个政策是否有新变化，消息称“证监会将IPO现场检查比例从5%提至20%”，这一说法中，政策内容属实，但发布时间与生效节点完全错位。 经查阅证监会官网公告，IPO现场检查比例调整的相关规定，实则出自2024年4月30日发布的《关于修改〈中国证监会随机抽查事项清单〉的决定》，该决定自公布之日起正式施行，并非2026年2月1日发布，更不会在4月7日生效。 回溯政策背景，此次比例调整是为落实国务院及证监会相关监管要...