文章提及标的 中国医药 -- 中国医药（600056）公告，近日，下属全资子公司天方药业收到国家药品监督管理局核准签发的两份达比加群酯胶囊《药品注册证书》。国家药监局于2024年5月受理该药品的注册申请。截至本公告披露日，该药品原料和制剂项目累计投入约2,800万元人民币(未经审计)。

Nvidia has become one of the market's best-performing stocks. In just a few short years, Nvidia (NVDA 0.72%) has grown from promising tech business to semiconductor industry leader to the biggest company in the world. At the beginning of the COVID pandemic, the stock had a market cap of around $150 billion. Today, that number is around $4.5 trillion. You don't get to that point without delivering some big returns for shareholders. Those returns haven't come in a straight line, though. Nvidia stock made relatively steady progress up until 2018. The "mini-bear" market in the fourth quarter of that year, which was fueled by recession concerns, resulted in the share price dropping by more than half. The COVID pandemic led to a sharp decline in the stock's price, followed by a quick rebound, but it was the 2022 bear market that did the most damage. From peak to valley, Nvidia fell by more than 60%. If you managed to ride all of that out over the past decade, the rewards would have been immense. For the decade ending Jan. 23, Nvidia stock gained more than 27,000%! That means a simple $100 investment made in Nvidia stock 10 years ago and held for the duration would have turned into $27,100. The next 10 years are unlikely to produce those same returns, but there's still reason to be optimistic. The AI revolution is still in the early innings and there's a lot of development still to be done. Nvidia has demonstrated its ability to be a leader in this space and should continue to be for the foreseeable future.

文章提及标的 农业银行 -- 体育产业 -- 天府文旅 -- 天府文旅（000558）公告，控股股东成都体育产业（885615）投资集团有限责任公司解除质押1.93亿股，占其持股50.00%、占公司总股本14.95%，质押起始日2020年10月14日，质押解除日2026年1月28日，质权人为中国农业银行（601288）股份有限公司成都经济技术开发区支行；解除后其质押股份数量为0，仍持有3.85亿股，占29.90%。

Exclusive: India govt, central bank in talks with Alipay+ to integrate its instant payment systems, sources say Reuters

US President Donald Trump threatened legal action on Monday against the host of the 68th Grammy Awards over the comedian’s comment on the US president and convicted sex offender Jeffrey Epstein. After congratulating Billie Eilish for winning the Grammy for Song of the Year for her track “Wildflower”, host Trevor Noah brought up Trump and Epstein. “Wow. That’s a Grammy that every artist wants – almost as much as Trump wants Greenland,” he quipped, referring to the president’s threats to seize the autonomous Arctic territory. Advertisement Noah then added: “Which makes sense because, since Epstein’s gone, he needs a new island to hang out with Bill Clinton.” Trevor Noah mocked Trump’s desire for Greenland as a replacement for Epstein’s island on Sunday. Photo: TNS Noah, who announced that this will be his final year hosting the Grammys after six turns as emcee, has been light on political commentary in previous years.

Alibaba Group Holding has joined rivals including Tencent Holdings and Baidu in rolling out Spring Festival red-packet giveaways to drive mass-market adoption of its artificial intelligence, committing 3 billion yuan (US$432 million) to spur spending across its ecosystem as it seeks to extend its edge in foundational models to consumer-facing products. The Hangzhou-based e-commerce and AI giant said on Monday that its AI app Qwen would anchor a Spring Festival campaign across its flagship shopping platform Taobao, on-demand retail and food-delivery service Shangou, online travel agency Fliggy, ticketing platform Damai, mapping service Amap and grocery chain Freshippo. Incentives would include lottery-style free orders and cash in red packets. Rather than a conventional chatbot, the Qwen app functions as a personal agent, leveraging Alibaba’s ecosystem to carry out actions directly for users. Alibaba said the campaign was designed to “invite users to experience a new lifestyle in the AI era” and would officially launch on February 6. Alibaba owns the South China Morning Post. Advertisement The move follows aggressive campaigns by competitors Tencent and Baidu, which had rolled out cash incentives of 10 billion yuan and 5 billion yuan, respectively, to promote their consumer-facing AI apps, with the Spring Festival long regarded as China’s most high-stakes marketing battleground. The Spring Festival is long regarded as China’s most high-stakes marketing battleground. Photo: Getty Images ByteDance, owner of Douyin and TikTok, moved even earlier, securing what it described as an “exclusive AI cloud partnership” with national broadcaster China Central Television’s Spring Festival Gala, mainland China’s most-watched television broadcast, set for February 16.

A prediction for AbbVie in 2031: The drugmaker will be bigger and kinglier. In some ways, AbbVie (ABBV +1.17%) isn't the same company it was five years ago. Sure, it's still in the biopharmaceuticals business. However, AbbVie has a new CEO. More importantly, it no longer depends on Humira for roughly 37% of total revenue. Today, AbbVie can see its Humira patent cliff in the rearview mirror. But what does the view look like through the front windshield? Where will AbbVie be in five years? A $32 billion (or more) power couple Although predicting the future is usually fraught with uncertainty, I think we can safely say that Skyrizi and Rinvoq will be the most important products for AbbVie in 2031. These two autoimmune disease drugs are already the most important members of the company's lineup. During the first nine months of 2025, Skyrizi and Rinvoq generated combined sales of roughly $15 billion. This amount is nearly 45% of AbbVie's total revenue during the period. And sales for both drugs continue to soar. The big biotech company reported an impressive 47% year-over-year sales increase for Skyrizi in Q3, with Rinvoq's sales rising 35%. Skyrizi is approaching the sales levels Humira achieved in its heyday. AbbVie's latest guidance projects full-year 2025 sales for the drug of $17.3 billion. The future should be even brighter. Analysts expect Skyrizi and Rinvoq will rake in at least $32 billion by 2030. This immunology power couple should anchor AbbVie financially even more five years from now than today. Expand NYSE : ABBV AbbVie Today's Change ( 1.17 %) $ 2.58 Current Price $ 223.01 Key Data Points Market Cap $394B Day's Range $ 219.56 - $ 224.02 52wk Range $ 164.39 - $ 244.81 Volume 128 Avg Vol 6.3M Gross Margin 69.68 % Dividend Yield 2.98 % More potential blockbusters and rising stars Skyrizi and Rinvoq aren't the only big winners in AbbVie's lineup, though. Sales for migraine therapies Qulipta and Ubrelvy continue to grow robustly. The company's Botox franchise ...

财联社2月2日讯（记者 高艳云） 2月券商金股组合悉数亮相，市场配置线索清晰浮现。 截至2月2日中午，共计41家券商研究所发布2月金股，合计463次推荐，去重后有305个标的，其中，55只创业板股票获79次推荐，40只科创板标的获54次推荐，34只港股获48次推荐。此外，2只北交所标的以及1只ETF均获2次推荐。 券商2月金股集中度较高的标的包括 中际旭创 、 紫金矿业 、 海光信息 、 万华化学 、 中国平安 、腾讯控股、 贵州茅台 。金股推荐度较高的五大行业是电子、有色、机械、化工、电力设备，推荐度月环比较高的行业是传媒、建材、地产、交运、石油石化等。 从卖方视角来看，ETF集中赎回的阶段性压力已消退，大盘权重股迎来修复窗口期；后市市场风格将转向板块轮动，资金对底部资产的挖掘逻辑也将更趋深化。 中际旭创成最热门金股 每市APP统计数据显示，中际旭创获券商推荐数量最多，有9家券商推荐；其次是紫金矿业、海光信息，均获得8家券商推荐；此外，获7家券商推荐的是万华化学，获6家券商推荐的是中国平安、腾讯控股、贵州茅台，获5家券商推荐的是 中国太保 、 中国人寿 、 中国巨石 、阿里巴巴-W。 获4家券商推荐的个股包括 中国中免 、 兆易创新 、 招商蛇口 、 药明康德 、 新易盛 、 福斯特 ，获3家券商推荐的个股是 招商银行 、 新华保险 、 小商品城 、 卫星化学 、 拓普集团 、 山东黄金 、 宁德时代 、 洛阳钼业 、 恺英网络 、 巨化股份 、 淮北矿业 、 合合信息 、 安培龙 ，获2家券商推荐的个股多达55只，在此不一一列举。 被推荐的ETF是 有色金属 ETF（512400.SH），推荐券商是 中泰证券 与 东北证券 ，中泰证券给出的推荐理由是，科技产业链景气传导，全球制造业复苏有望支撑全球定价资源品价格。 电子板块推荐断层领先 2月金股的行业分布方面，电子依然第一，同时与第二名推荐度形成断层，电子推荐度为11.92%；有色金属与机械设备的推荐度共同排名第二，二者推荐度均为7.95%。其他推荐度超过5%的还包括基础化工（6.62%）、电力设备（6.4%）、医药生物（5.52%）、通信（5.52%）、传媒（5.3%）。 对于各热门板块的景气支撑，卖方机构给出明确解读：电子板块受益于AI叙事持续发酵与国产替代进程加速，行业基本面支撑强劲；有色金属板块的配置价值...

The NFL's 2025 season has provided the most wide-open race for the Super Bowl in years. Now just the New England Patriots and the Seattle Seahawks remain and they will meet on Sunday to decide the NFL champions. It is a title New England have held six times but this is their first Super Bowl since 2019 and the departure of legendary quarterback Tom Brady and coach Bill Belichick. A revitalised Patriots team have come from nowhere to reach Super Bowl 60 in California and secure a record-extending 12th appearance in the NFL showpiece. The Seahawks have reached their fourth Super Bowl, and their first since 2015, when the Patriots denied them back-to-back championships. Now a Briton could become the first overseas coach to win arguably the biggest game in world sport having helped turn Seattle back into title contenders. There will also be a historic half-time show from a Latin superstar amid concerns over how US immigration agents handle an event which for each of the past three years has been the most-watched broadcast in American television history.

财联社2月2日讯，市场全天震荡调整，三大指数均跌超2%，科创50指数跌超3%。沪深两市成交额2.58万亿，较上一个交易日缩量2508亿。盘面上，全市场超4600只个股下跌，其中123只个股跌停。从板块来看，白酒概念反复活跃，皇台酒业3连板，金徽酒3天2板，水井坊触及涨停。电网设备概念逆势走强，汉缆股份、白云电器、三变科技、保变电气等多股涨停。下跌方面，有色金属、油气、化工、煤炭、半导体等板块跌幅居前。其中有色金属板块遭重挫，四川黄金、赤峰黄金、铜陵有色、西部矿业等多股跌停。存储芯片概念大跌，兆易创新、开普云跌停。截至收盘，沪指跌2.48%，深成指跌2.69%，创业板指跌2.46%。 板块方面 电网设备涨幅居前，保变电气、积成电子、三变科技、广电电气、白云电器、森源电气等10余股涨停，双杰电气、亿能电力、红相股份、中国西电、望变电气等个股涨幅居前。 消息面上，当前，全球AI算力建设进入爆发期，高功率、高稳定的供电成为算力集群的“生命线”，电力设备变压器正升级为算力基础设施的核心。我国广东、江苏等地大量变压器工厂已经处于满产的状态，其中部分面向数据中心的业务订单都排到了2027年。 东莞证券认为，全球电网年均投资规模仍有较大提升空间，为国内电网设备企业带来新的出海机遇。建议关注技术和规模领先，有望长期受益于全球能源结构转型的电网设备头部企业。不过需注意的是，受盘面整体情绪影响，今日电网设备板块中涨幅居前多是市值偏小的情绪标的，而辨识度较高的权重票大多呈现冲高回落走势，其延续性仍有待进一步观察，先以短线题材轮动看待为宜。 白酒再度拉升，金徽酒、皇台酒业涨停、水井坊、金种子酒、酒鬼酒、五粮液等跟涨。消息面上，财联社记者从渠道人士处获悉，春节旺季需求向好，飞天茅台（53度、500ml）全国多地供应偏紧，渠道库存有限，部分区域已申请追加配额。 中信建投研报表示，预计2026年行业见底，头部市占率将提升，看好春节前后白酒板块或迎修复机会。目前白酒板块估值处于历史低位，具备较强底部配置价值，同时关注消费政策催化。以业绩出清卸包袱+强品牌支撑动销+强运营赋能渠道+新营销模式探索的底部配置逻辑。 算力租赁方向局部活跃，利通电子、群兴玩具涨停，亚康股份涨超10%，浙文互联、中富通、润泽科技等个股跟涨。 消息面上，2月1日，腾讯元宝上线春节红包活动，当日腾讯元宝已超过字节跳动旗下豆包升至第...

格隆汇2月2日｜据澎湃，对于元宝“春节红包”分享质疑，腾讯内部已有讨论。腾讯内部信中称：今天收到很多元宝春节红包活动与微信外链管理规范之间的讨论与反馈，我们团队正在密切跟进，并与法务，公关及相关业务团队保持紧密沟通，进行综合研判。感谢大家对此的关注和思考，这有助于我们更周全地评估此类活动的合规边界与用户体验。“借此机会，我们也向大家同步一下目前的思考与基本立场：元宝春节红包活动在设计上，其基础逻辑是‘无门槛领取’。用户无需完成诸如助力，集卡等任务，即可直接领取基础红包。与平台一贯反对的‘诱导分享’模式有区别。基于目前该活动的机制设计，我们的初步判断是：其与平台旨在打击的恶意营销活动存在本质不同。”对于上述相关说法，腾讯方面尚无正式回应。

乌克兰基辅市和基辅州实施紧急停电 2026-02-02 16:43:51 来源： 同花顺7x24快讯 分享 文章提及标的 能源 -- 电力ETF银华 -- 当地时间2月2日，乌克兰最大私营能源（850101）企业DTEK公司通报称，根据乌克兰国家电力（562350）公司的指令，当天已在基辅市和基辅州实施紧急停电措施。(央视新闻)

财政部发布《长期资产进项税额抵扣暂行办法》，纳税人取得以下长期资产，用于混合用途的，购进时先全额抵扣进项税额，此后在用于混合用途期间，根据调整年限计算五类不允许抵扣项目对应的不得从销项税额中抵扣的进项税额，逐年调整。纳税人取得本办法第九条规定以外的长期资产，用于混合用途的，对应的进项税额可以全额从销项税额中抵扣。

香港岭南大学一名中国大陆女学生黄鑫怡因请人代考托福，星期一（2月2日）在屯门法院被判处监禁三个月。与黄鑫怡同校的大陆男学生贾鹏上月也因相同罪名被判同样刑期。 综合网媒“香港01”和香港商报报道，22岁的黄鑫怡报称住在福建，承认一项企图以欺骗手段取得服务罪。她被指在2024年5月27日，向岭南大学职员虚假已取得达标的托福英语考试成绩（87分或以上），从而获授予公共管理及智慧管治社会科学学士学位。 岭大发现考生照片与被告黄鑫怡外貌不符，向她询问情况，而她辩称照片效果不理想做出修改。校方在向有关机构查证后，揭发黄鑫怡在柬埔寨花300美元（381新元）找人代考托福。 黄鑫怡求情时称，已因事件被校方处罚履行108小时服务，去年已考获合格成绩，并获准毕业，目前正在香港浸会大学攻读硕士。 法官判刑时说，若被告用欺骗得来的成绩，继续申请工作及其他课程，犹如洗黑钱般漂洗虚假学历，性质严重，须判处具阻吓性刑罚。 延伸阅读 港岭大大陆生请人代考托福被判监三个月 与黄鑫怡同案的岭南大学大陆男学生贾鹏，因在马来西亚花费6万8000元人民币（1万2436新元）找人代考托福英语试，后被校方揭发，事后认罪，并在1月22日被判囚三个月。

Broadcom Inc. $AVGO Stake Increased by Paragon Private Wealth Management LLC MarketBeat

Alphabet's diversified revenue streams and improving AI monetization make it a smart pick ahead of its upcoming earnings report. Alphabet (GOOG 0.04%) (GOOGL 0.07%) is set to report its fourth-quarter 2025 earnings results on Feb. 4. Shares of the company have soared by more than 68% in the past year. But is the company a buy as we head into its upcoming earnings? Dominance in online search Alphabet has successfully eased investor fears about artificial intelligence (AI)-powered chatbots cannibalizing Google Search. Expand NASDAQ : GOOG Alphabet Today's Change ( -0.04 %) $ -0.13 Current Price $ 338.53 Key Data Points Market Cap $4.1T Day's Range $ 332.64 - $ 340.29 52wk Range $ 142.66 - $ 342.29 Volume 22M Avg Vol 23M Gross Margin 59.18 % Dividend Yield 0.25 % In the third quarter of 2025, Google Search revenue was up nearly 15% year over year to around $56.6 billion. The company's AI search experiences, such as AI Overviews and AI Mode, are expanding search usage. Younger people, in particular, are extensively using AI Overviews to seek answers to their questions. AI Mode, a conversational search assistant, is also scaling rapidly and has over 75 million daily active users after a rapid rollout across 40 languages. Alphabet also rolled out AI Max in September 2025, to help advertisers determine the most relevant ad surface and discover new use cases and customers to target with their products and services. These AI-powered upgrades are making Google Search more engaging, which can translate into higher digital advertising conversions and new monetization opportunities for the company. Gemini large language models Alphabet is also working to monetize its Gemini large language models at an exceptional pace. Gemini models are already embedded in Google Workspace and Google Cloud. This month, Apple (AAPL +0.62%) entered a multiyear deal with the company to use its Gemini models in the revamped Siri virtual assistant, expected to be launched in late 2026. Subsequently, ...

Key Points Alphabet has strengthened its search offering with AI-powered experiences. The company is also focusing on monetizing the Gemini family of large language models. Google Cloud enjoys exceptional revenue visibility. 10 stocks we like better than Alphabet › Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) is set to report its fourth-quarter 2025 earnings results on Feb. 4. Shares of the company have soared by more than 68% in the past year. But is the company a buy as we head into its upcoming earnings? Dominance in online search Alphabet has successfully eased investor fears about artificial intelligence (AI)-powered chatbots cannibalizing Google Search. 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 » In the third quarter of 2025, Google Search revenue was up nearly 15% year over year to around $56.6 billion. The company's AI search experiences, such as AI Overviews and AI Mode, are expanding search usage. Younger people, in particular, are extensively using AI Overviews to seek answers to their questions. AI Mode, a conversational search assistant, is also scaling rapidly and has over 75 million daily active users after a rapid rollout across 40 languages. Alphabet also rolled out AI Max in September 2025, to help advertisers determine the most relevant ad surface and discover new use cases and customers to target with their products and services. These AI-powered upgrades are making Google Search more engaging, which can translate into higher digital advertising conversions and new monetization opportunities for the company. Gemini large language models Alphabet is also working to monetize its Gemini large language models at an exceptional pace. Gemini models are already embedded in Google Workspace and Google Cloud. This month, Apple (NASDAQ: AAPL) entered a multiyear deal with the company to use its Gemini models in the revamped Siri virtual ...

NWF Advisory Services Inc. lifted its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 76.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,525 shares of the semiconductor manufacturer's stock after buying an additional 4,555 shares during the quarter. NWF Advisory Services Inc.'s holdings in Broadcom were worth $3,472,000 as of its most recent SEC filing. Several other hedge funds have also recently modified their holdings of AVGO. Longfellow Investment Management Co. LLC purchased a new position in shares of Broadcom during the 2nd quarter worth $27,000. Teachers Insurance & Annuity Association of America acquired a new position in shares of Broadcom in the 2nd quarter worth approximately $28,000. LGT Financial Advisors LLC purchased a new position in shares of Broadcom during the second quarter worth $31,000. New England Capital Financial Advisors LLC acquired a new position in Broadcom in the 2nd quarter valued at about $31,000. Finally, JCIC Asset Management Inc. acquired a new position in shares of Broadcom in the third quarter valued at approximately $31,000. Institutional investors and hedge funds own 76.43% of the company's stock. Get Broadcom alerts: Sign Up Broadcom Price Performance Shares of NASDAQ:AVGO opened at $331.30 on Monday. Broadcom Inc. has a 52 week low of $138.10 and a 52 week high of $414.61. The firm's 50 day moving average is $355.76 and its two-hundred day moving average is $338.03. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76. The firm has a market capitalization of $1.57 trillion, a P/E ratio of 69.60, a PEG ratio of 1.10 and a beta of 1.21. Broadcom (NASDAQ:AVGO - Get Free Report) last issued its quarterly earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, beating analysts' consensus estimates of...

Transcend Capital Advisors LLC lifted its stake in Intel Corporation (NASDAQ:INTC - Free Report) by 81.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 38,642 shares of the chip maker's stock after acquiring an additional 17,395 shares during the period. Transcend Capital Advisors LLC's holdings in Intel were worth $1,296,000 at the end of the most recent reporting period. Get Intel alerts: Sign Up Several other hedge funds also recently made changes to their positions in INTC. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna purchased a new stake in shares of Intel in the second quarter worth about $28,000. Corundum Trust Company INC purchased a new position in Intel during the third quarter valued at approximately $29,000. Eukles Asset Management increased its holdings in Intel by 55.6% during the 2nd quarter. Eukles Asset Management now owns 1,400 shares of the chip maker's stock worth $31,000 after acquiring an additional 500 shares during the period. GoalVest Advisory LLC purchased a new stake in Intel in the 3rd quarter worth approximately $34,000. Finally, Rosenberg Matthew Hamilton boosted its holdings in Intel by 101.0% in the 2nd quarter. Rosenberg Matthew Hamilton now owns 1,584 shares of the chip maker's stock valued at $35,000 after purchasing an additional 796 shares during the period. 64.53% of the stock is currently owned by hedge funds and other institutional investors. Analyst Ratings Changes INTC has been the topic of a number of recent analyst reports. Melius Research upgraded Intel from a "hold" rating to a "buy" rating and set a $50.00 price objective on the stock in a research report on Monday, January 5th. Roth Mkm upped their target price on Intel from $40.00 to $50.00 and gave the stock a "neutral" rating in a research note on Friday, January 23rd. Northland Securities set a $54.00 price target on Intel in a research report on Friday, January ...

Udine Wealth Management Inc. cut its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 8.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 29,795 shares of the computer hardware maker's stock after selling 2,617 shares during the period. NVIDIA makes up 2.7% of Udine Wealth Management Inc.'s investment portfolio, making the stock its 9th biggest holding. Udine Wealth Management Inc.'s holdings in NVIDIA were worth $5,559,000 as of its most recent SEC filing. Other institutional investors also recently bought and sold shares of the company. Hartford Financial Management Inc. boosted its position in NVIDIA by 0.4% during the third quarter. Hartford Financial Management Inc. now owns 67,828 shares of the computer hardware maker's stock worth $12,655,000 after purchasing an additional 303 shares during the period. Versant Capital Management Inc grew its holdings in shares of NVIDIA by 6.0% during the 3rd quarter. Versant Capital Management Inc now owns 71,466 shares of the computer hardware maker's stock worth $13,334,000 after purchasing an additional 4,026 shares in the last quarter. Stephens Inc. AR raised its stake in shares of NVIDIA by 3.8% in the 3rd quarter. Stephens Inc. AR now owns 776,577 shares of the computer hardware maker's stock valued at $144,947,000 after buying an additional 28,395 shares in the last quarter. Optima Capital LLC boosted its holdings in NVIDIA by 3.2% during the third quarter. Optima Capital LLC now owns 4,641 shares of the computer hardware maker's stock valued at $866,000 after purchasing an additional 142 shares in the last quarter. Finally, Henry James International Management Inc. bought a new stake in NVIDIA in the third quarter valued at $259,000. 65.27% of the stock is currently owned by institutional investors. Get NVIDIA alerts: Sign Up NVIDIA Stock Performance Shares of NASDAQ:NVDA opened at $191.13 on Monday. The com...

格隆汇2月2日｜财政部、税务总局发布《长期资产进项税额抵扣暂行办法》，自2026年1月1日起施行。

格隆汇2月2日｜油价暴跌近5%，大宗商品市场遭遇全面抛售，且美伊谈判缓解了供应担忧。特朗普对记者表示，他相信伊朗正认真与美国进行谈判，缓和了市场对中东这一产油重地可能爆发迫在眉睫冲突的担忧。澳新银行分析师表示：“这消除了部分风险溢价，尽管美国在该地区的军事存在仍在持续增强。不过，紧张局势依然高企。”此外，走强的美元也对油价构成压力，因以美元计价的大宗商品对海外买家而言变得更加昂贵。欧佩克+主要成员国在周日会议上也同意维持石油产量不变。

格隆汇2月2日｜湖南黄金今日跌停，成交额77.16亿元。盘后龙虎榜数据显示，深股通买入2.15亿元并卖出4.33亿元，一机构专用席位买入1.28亿元，一机构专用席位卖出1.52亿元。

格隆汇2月2日｜微软公司周三公布的财报显示Azure云计算业务增长放缓，以及公司预计今年资本支出将超过1000亿美元。随后两个交易日微软股价暴跌，市值蒸发3810亿美元。最终，微软录得自2020年3月以来表现最差的一周。 “我们显然已进入这样一个阶段：只有当人工智能相关的资本支出真正实现变现，科技股当前的估值才站得住脚，”持有微软股份的GuideStone Funds的投资组合经理Josh Chastant说道。不少投资者其实已开始部分撤回对科技股的押注。科技七巨头(Magnificent Seven)的指数，自三个月前触及历史高点以来已下跌1.5%，而同期标普500指数上涨0.7%。

甲骨文正陷入一场流动性危机。其周日宣布今年拟筹资450亿至500亿美元，用以扩张AI数据中心，而此前多家投行已发出警告，称其可能最早在2026年底耗尽现金。与此同时，其股价已较去年9月的峰值腰斩，信用违约掉期(CDS)价格飙升至2008年金融危机以来最高水平。 甲骨文美股盘前跌5%。 甲骨文这次融资被市场视为生死攸关之举。 甲骨文计划通过强制转换优先股，以及规模最高达200亿美元的按市价发行计划筹集一半资金。其余资金拟在2026年初通过一次性债券发行完成。 美国多家银行已开始抽离对甲骨文相关项目的融资支持。据彭博报道，TD Cowen的渠道调查显示，由于对甲骨文融资能力的担忧， 多家美国银行已停止向其数据中心项目提供贷款。 仍愿提供融资的银行已将利率提高至非投资级水平，从去年9月的SOFR+225-250个基点扩大至SOFR+300-450个基点。 甲骨文建设AI数据中心对资金的需求速度远超其现金流入速度，公司自由现金流已转为负值，预计这一状况将持续至2030年。 据TD Cowen分析，为支持与OpenAI的现有协议，甲骨文需采购约300万块GPU及其他IT设备，按保守估计每兆瓦3000万美元的IT配置成本计算， 这意味着约1560亿美元的资本支出需求。 而OpenAI本身尚未盈利，且对其他公司存在约1.4万亿美元的多年期承诺，进一步加剧了市场对这笔交易可持续性的担忧。 融资计划紧急出台 甲骨文在周日的声明中表示，筹集资金是为了建设额外容量，以满足来自AMD、Meta Platforms、英伟达、OpenAI、TikTok和xAI等最大云客户的合同需求。 该公司计划通过强制可转换优先股和至多200亿美元的市价发行股票计划筹集约一半资金，另一半将通过2026年初的单次债券发行完成。 这是甲骨文继2025年发行180亿美元债券后的又一次大规模融资，2025年的发行是当年最大规模企业债券发行之一。 但市场对此次融资的前景并不乐观。Luria指出， 考虑到甲骨文现有的承诺以及其信用违约掉期的交易情况，债券市场无法容纳如此大规模的投资级债务。 而发行股权也可能进一步打压公司股价，进而波及其债券。 华尔街发出严厉警告 摩根士丹利和TD Cowen的分析师在1月下旬相继发布报告，对甲骨文的财务状况提出严重质疑。 摩根士丹利大幅下调了甲骨文的目标价，理由是"GPU即服务(GPUa...

Olistico Wealth LLC raised its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 7.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 63,079 shares of the iPhone maker's stock after purchasing an additional 4,361 shares during the quarter. Apple accounts for about 8.5% of Olistico Wealth LLC's holdings, making the stock its 2nd biggest holding. Olistico Wealth LLC's holdings in Apple were worth $16,062,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other institutional investors have also recently modified their holdings of the company. ROSS JOHNSON & Associates LLC raised its stake in Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after buying an additional 180 shares in the last quarter. LSV Asset Management purchased a new stake in Apple during the 4th quarter valued at about $65,000. Nexus Investment Management ULC lifted its position in Apple by 333.3% in 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 in the last quarter. Morgan Dempsey Capital Management LLC boosted its position 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 buying an additional 125 shares during the last quarter. Finally, HFM Investment Advisors LLC bought a new position in Apple during the 1st quarter valued at about $99,000. 67.73% of the stock is currently owned by institutional investors. Get Apple alerts: Sign Up Analyst Upgrades and Downgrades A number of equities research analysts have issued reports on AAPL shares. Wells Fargo & Company set a $300.00 price target on Apple and gave the company an "overweight" rating in a research note...

Meritage Portfolio Management reduced its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 6.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 299,283 shares of the computer hardware maker's stock after selling 19,769 shares during the quarter. NVIDIA makes up about 3.7% of Meritage Portfolio Management's investment portfolio, making the stock its 5th biggest holding. Meritage Portfolio Management's holdings in NVIDIA were worth $55,840,000 at the end of the most recent reporting period. A number of other institutional investors and hedge funds have also made changes to their positions in NVDA. Norges Bank purchased a new stake in NVIDIA during the second quarter valued at about $51,386,863,000. Laurel Wealth Advisors LLC raised its holdings in NVIDIA by 15,496.1% during the second quarter. Laurel Wealth Advisors LLC now owns 21,865,525 shares of the computer hardware maker's stock valued at $3,454,534,000 after buying an additional 21,725,326 shares in the last quarter. State Street Corp raised its position in shares of NVIDIA by 1.0% in the second quarter. State Street Corp now owns 978,208,862 shares of the computer hardware maker's stock valued at $154,556,803,000 after purchasing an additional 9,554,857 shares during the period. Geode Capital Management LLC increased its stake in shares of NVIDIA by 1.5% in the second quarter. Geode Capital Management LLC now owns 579,213,497 shares of the computer hardware maker's stock worth $91,150,170,000 after purchasing an additional 8,521,936 shares during the period. Finally, California Public Employees Retirement System raised its stake in NVIDIA by 10.7% during the 2nd quarter. California Public Employees Retirement System now owns 64,728,856 shares of the computer hardware maker's stock valued at $10,226,512,000 after purchasing an additional 6,235,074 shares during the last quarter. 65.27% of the stock is currentl...

Atlatl Advisers LLC bought a new position in Intel Corporation (NASDAQ:INTC - Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The fund bought 31,639 shares of the chip maker's stock, valued at approximately $1,061,000. Get Intel alerts: Sign Up Several other hedge funds and other institutional investors have also recently modified their holdings of INTC. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought a new position in shares of Intel in the 2nd quarter worth approximately $28,000. Corundum Trust Company INC purchased a new stake in Intel during the third quarter valued at approximately $29,000. Eukles Asset Management raised its position in Intel by 55.6% in the second quarter. Eukles Asset Management now owns 1,400 shares of the chip maker's stock worth $31,000 after acquiring an additional 500 shares during the period. GoalVest Advisory LLC purchased a new position in shares of Intel during the 3rd quarter worth $34,000. Finally, Rosenberg Matthew Hamilton grew its position in shares of Intel by 101.0% during the 2nd quarter. Rosenberg Matthew Hamilton now owns 1,584 shares of the chip maker's stock valued at $35,000 after acquiring an additional 796 shares during the period. 64.53% of the stock is owned by institutional investors. Insider Buying and Selling at Intel In other Intel news, EVP David Zinsner purchased 5,882 shares of the stock in a transaction dated Monday, January 26th. The stock was purchased at an average price of $42.50 per share, with a total value of $249,985.00. Following the transaction, the executive vice president owned 247,392 shares of the company's stock, valued at approximately $10,514,160. This trade represents a 2.44% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.04% of the company's stock. Key Intel News Here are th...

Atlantic Union Bankshares Corp lifted its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 6.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 126,900 shares of the enterprise software provider's stock after acquiring an additional 7,353 shares during the quarter. Atlantic Union Bankshares Corp's holdings in Oracle were worth $35,689,000 at the end of the most recent quarter. A number of other institutional investors and hedge funds have also recently bought and sold shares of ORCL. Winnow Wealth LLC acquired a new stake in shares of Oracle in the second quarter valued at approximately $28,000. Kilter Group LLC acquired a new stake in shares of Oracle during the second quarter worth $30,000. Darwin Wealth Management LLC boosted its stake in Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after buying an additional 65 shares during the last quarter. LGT Financial Advisors LLC acquired a new stake in shares of Oracle in the second quarter worth approximately $33,000. Finally, Financial Consulate Inc. acquired a new position in shares of Oracle in the 3rd quarter valued at $37,000. Institutional investors and hedge funds own 42.44% of the company's stock. Get Oracle alerts: Sign Up Oracle News Roundup Here are the key news stories impacting Oracle this week: Oracle Stock Performance Shares of NYSE ORCL opened at $164.69 on Monday. The stock's fifty day simple moving average is $194.12 and its 200 day simple moving average is $237.41. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. The stock has a market capitalization of $473.17 billion, a price-to-earnings ratio of 30.96, a PEG ratio of 1.44 and a beta of 1.64. Oracle Corporation has a 52-week low of $118.86 and a 52-week high of $345.72. Oracle (NYSE:ORCL -...

Atlatl Advisers LLC lessened its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 35.0% in the third quarter, according to its most recent filing with the SEC. The firm owned 6,343 shares of the enterprise software provider's stock after selling 3,415 shares during the period. Atlatl Advisers LLC's holdings in Oracle were worth $1,784,000 as of its most recent filing with the SEC. Get Oracle alerts: Sign Up Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. boosted its holdings in shares of Oracle by 2.1% in the second quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider's stock valued at $35,916,290,000 after buying an additional 3,353,461 shares during the period. State Street Corp lifted its stake in Oracle by 1.7% in the 2nd quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider's stock valued at $16,060,427,000 after purchasing an additional 1,252,723 shares during the last quarter. Norges Bank acquired a new stake in Oracle during the 2nd quarter valued at $4,275,378,000. Bank of New York Mellon Corp lifted its position in Oracle by 0.8% during the third quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider's stock worth $3,357,572,000 after acquiring an additional 98,693 shares during the last quarter. Finally, Legal & General Group Plc boosted its holdings in Oracle by 1.3% in the 2nd quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider's stock valued at $2,473,838,000 after purchasing an additional 147,367 shares during the period. Institutional investors and hedge funds own 42.44% of the company's stock. Wall Street Analysts Forecast Growth ORCL has been the subject of a number of research analyst reports. JPMorgan Chase & Co. lowered their price objective on shares of Oracle from $270.00 to $230...