Stonehage Fleming Financial Services Holdings Ltd purchased a new stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) in the third quarter, according to its most recent 13F filing with the SEC. The fund purchased 352,191 shares of the semiconductor manufacturer's stock, valued at approximately $116,191,000. Broadcom makes up 3.3% of Stonehage Fleming Financial Services Holdings Ltd's investment portfolio, making the stock its 16th largest position. A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Norges Bank bought a new position in shares of Broadcom in the 2nd quarter worth $18,579,549,000. Vanguard Group Inc. lifted its holdings in shares of Broadcom by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer's stock worth $133,261,046,000 after acquiring an additional 6,222,802 shares during the last quarter. Edgewood Management LLC purchased a new position in Broadcom in the second quarter worth $1,571,438,000. Massachusetts Financial Services Co. MA increased its stake in Broadcom by 115.5% in the second quarter. Massachusetts Financial Services Co. MA now owns 6,017,340 shares of the semiconductor manufacturer's stock valued at $1,658,680,000 after acquiring an additional 3,224,739 shares during the last quarter. Finally, Invesco Ltd. increased its stake in Broadcom by 8.4% in the second quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer's stock valued at $10,598,641,000 after acquiring an additional 2,978,768 shares during the last quarter. Hedge funds and other institutional investors own 76.43% of the company's stock. Get Broadcom alerts: Sign Up Analyst Ratings Changes Several brokerages have issued reports on AVGO. Barclays reaffirmed an "overweight" rating and set a $500.00 price target (up previously from $450.00) on shares of Broadcom in a research note on Friday, December 12th. Wolfe Re...

恒力石化（600346）公告，实际控制人陈建华计划自2025年4月9日至2026年4月8日通过上交所集中竞价增持公司股份，增持金额不低于5亿元，不超过10亿元。2026年2月3日已首次以自有资金增持1344.74万股，占公司总股本0.19%，累计增持金额3.3亿元(不含佣金、过户费等)。本次增持计划（883915）尚未实施完毕，陈建华将继续增持。

今年开年以来软件股遭遇重挫，其核心担忧实则源自2025年的延续，即发展迅猛的人工智能终将逐步淘汰软件企业。 Snowflake首席执行官Sridhar Ramaswamy表示，投资者应区分软件企业与数据相关企业。 Ramaswamy在接受采访时称：“数据平台与纯软件股存在一定差异，我认为数据层的重要性将持续提升。” 市场担忧尤其集中在软件板块。 加拿大皇家银行 资本市场策略师Lori Calvasina指出，标普500指数成分股中市值前十的个股，近期相对于市场其他个股表现出现了显著走弱。 Evercore ISI数据显示，后疫情时代，信息技术板块相对标普500指数的估值溢价处于历史最低水平。七大科技巨头的市盈率与疫情后平均水平持平，而标普500指数其余493只成分股的估值则处于历史高位附近。 Ramaswamy补充道：“我认为头部软件供应商也具备持久价值，市场所担忧的影响有些被夸大了。我们对自身当前发展态势信心充足，因为数据平台是帮助企业释放价值的关键，而我们与OpenAI及Anthropic的合作正助力这一目标的实现。” 人工智能相关担忧并未在软件企业财报中得到印证，企业盈利表现强劲，业绩展望同样向好，且众多软件企业正以前所未有的速度推进创新，抢抓人工智能领域机遇。 Snowflake方面，公司今日宣布与OpenAI达成新合作协议，规模达2亿美元，双方将把OpenAI尖端模型直接接入Snowflake平台。去年12月，Snowflake曾与Anthropic签署同类合作协议，规模同样为2亿美元。 Snowflake同时推出全新产品Cortex Code，该产品定位为人工智能编程助手。 去年12月，Snowflake发布财报显示，公司第三季度产品营收同比增长29%，客户留存率维持在125%的健康水平。 Snowflake股价今年迄今仍下跌12%。 高盛 分析师Gabriela Borges表示：“Snowflake将持续抢占云数据平台市场及相关数据分析项目的超额份额。” Borges对Snowflake给予买入评级，目标股价286美元，较当前股价预计有约49%的上涨空间。雅虎财经数据显示，华尔街对Snowflake的平均目标股价为281美元。 责任编辑：李肇孚

文章提及标的 纽约期金 -- 纽约期金站上4960美元/盎司，日内涨6.64%。

格隆汇2月3日｜摩根士丹利将哈门那的目标价从262美元下调至174美元，评级下调至“减持”。(格隆汇)

Morning, I’m Louise Moon from Bloomberg UK’s breaking news team, bringing you up to speed on today’s top business stories. Investor pressure on BP doesn’t seem to be letting up any time soon. The energy major has already pivoted back to its oil and gas core under the eye of activist investor Elliott, after years of underperformance. Then, as the pace of its turnaround failed to impress, BP suddenly replaced its chief executive officer with a fossil-fuel enthusiast outsider in December. Now, a group of investors says BP must show how its decision to prioritise investment in oil and gas will create value for shareholders. “Investors need to be reassured that any expansion to their upstream oil and gas portfolio will be governed by robust capital discipline and generate sustainable returns,” said Diandra Soobiah, director of responsible investment at UK workplace pension provider Nest. The company’s share price currently sits just below levels from early 2020, when it pivoted away from fossil fuels under former CEO Bernard Looney. It seems BP will need to step it up a notch before investors are convinced of value for money. What’s your take? Ping me on X , LinkedIn or drop me an email at lmoon13@bloomberg.net. Oh, and do subscribe to Bloomberg.com for unlimited access to trusted business journalism on the UK, and beyond. What We’re Watching Irn-Bru parent AG Barr has bought Fentimans, known for its rose lemonade and ginger beer, and juice maker Frobishers. It says the adult soft drinks market is benefitting from the shift away from alcohol. Shares rose 8.9%. Mid-cap Plus500 is getting in on the prediction markets action, through a platform in the US. It’ll allow retail traders to access regulated prediction markets covering economic indicators, financial events, geopolitics and more. Shares rose to a record high. The Met Police is reviewing “alleged misconduct in a public office” related to released court documents linked to Epstein. While it did not mention a person o...

Fuji Media Holdings Inc. said it will buy back up to ¥235 billion ($1.5 billion) of its shares and that activist investors will participate, marking a possible end to a months-long standoff between management and stockholders. The Japanese broadcaster will buy back as many as 71 million of its shares, or roughly 34.4% of its shares outstanding, not including treasury stock, through March 31, according to a statement on Tuesday.

格隆汇2月3日｜欧元区国债收益率小幅走高，追随美债收益率走势，市场开启了平淡的一天。尽管外界普遍预计欧洲央行将维持关键政策利率不变，但其周四的会议仍是欧元区国债市场的关注焦点，届时会议可能会讨论欧元的强势问题。荷兰国际银行高级利率策略师Benjamin Schroeder和Michiel Tukker在报告中表示：“我们认为，如果这种平静状态持续下去，欧洲央行在进入本周四的政策会议时可能会更加轻松。”德国将通过拍卖发行绿色联邦债券，而意大利将财团承销发行新的15年期国债。根据伦敦证券交易所集团的数据，基准10年期德国国债收益率上升1个基点，至2.876%。

格隆汇2月3日｜有投资者在互动平台向美芯晟提问：25年4季度来原材料不断涨价，请问贵公司是否会像其他半导体公司一样，26年产品相应部分涨价？美芯晟回复称，公司会综合考量市场需求、原材料成本、在手订单与库存等因素，结合市场动态制定并调整价格策略，目前公司已经启动价格调整，相关产品价格适度上浮。

《科创板日报》2月3日讯 近日，日本青森县遭遇40年来最强暴风雪，市中心积雪深度超过180厘米，创下近40年来最严重纪录，严重干扰当地居民生活及安全。同时， 由于当地工商活动几乎停摆，也冲击 半导体 生产所需的关键零部件材料供应——探针与 碳化硅 。 青森曾是日本农业大县，以种植苹果闻名。近年来随着日本政府大力发展半导体，引进台积电合资子公司JASM落脚熊本，并在北海道打造Rapidus。而 由于青森位于北海道与日本东北之间，成为连结熊本、千岁两大制造重镇的重要门户，吸引半导体关键耗材与零部件大厂进驻，官方也以将青森打造成日本半导体产业的“北方引擎”为目标 。 其中 探针方面，青森是Micronics Japan（MJC）的生产重地。作为存储探针卡龙头，MJC在该细分领域全球市占率高达四成。 随着美光、铠侠等存储大厂积极扩产，MJC也在去年全面启用青森新建厂区。该公司供应的探针卡产品，可用于半导体晶圆测试及平面显示器（FPD）测试，应用领域涵盖存储芯片、MCU、逻辑芯片等。 探针卡属于半导体领域不可或缺的“耗材”，是一种应用于半导体生产过程晶圆测试阶段的“消耗型”硬件，而晶圆测试能直接影响芯片良率及制造成本。值得注意的是， AI及存储热潮进一步带动了探针卡规模扩张。 探针卡公司FormFactor此前财报显示，25Q3其来自DRAM领域的探针卡收入约6820万美元，同比增长13.3%；同时来自SK海力士的收入占比达到24.5%。A股强一股份也在年报预告中透露，AI算力等芯片领域头部客户订单强劲增长。 也正是因此，本次暴雪对探针卡的供应影响颇受行业关注。业内人士表示，探针卡广泛应用于 AI服务器 与 HBM ，一旦生产或出货延误，将直接影响晶圆测试排程，进而影响整体交期。 碳化硅方面，青森也是富士电机津轻半导体的 功率半导体 重要生产地，其在当地生产碳化硅零部件，供应电动汽车，工业能源系统等领域。 除此之外，英伟达AI服务器正朝着高压直流（HVDC）架构发展，进一步点燃碳化硅需求，使之成为AI 数据中心 的关键零部件之一。五矿证券指出，AI产业中，碳化硅迎来“功率+散热”双重增长机遇。数据中心方面，算力提升推动机柜功率密度飙升，碳化硅应用于UPS、HVDC、SST等电源设备，2030年全球电源领域衬底需求73万片。同时，碳化硅作为 先进封装 散热材料，解决GPU高发热...

格隆汇2月3日｜现货白银暴涨10%，现报87.35美元/盎司。

格隆汇2月3日｜受传闻影响，早盘科技股大幅走低拖累三大指数跳水，临近午盘回升午后维持震荡行情。恒生指数最终收涨0.22%，盘中一度跌至1.3%，国企指数跌0.3%，恒生科技指数跌1.07%盘中曾大跌3.4%。 具体盘面上，大型科技股多数转跌后维持跌势，其中百度跌3.6%，腾讯跌近3%，小米、京东、阿里巴巴皆有跌幅；现货黄金午后持续发力重上4900美元，黄金股带领有色金属股反弹，紫金黄金国际大涨超8%领衔；行业景气度持续回暖，重型机械股持续拉升，中联重科大涨9.68%领衔，中国重汽盘中创历史新高；春运需求旺盛，国内民航机票预订量同比增长约8%，航空股强势，中国东方航空涨超7%。 另一方面，手游股板块跌幅靠前，AI应用概念股、锂电池股、内银股、中资券商股。汽车股部分低迷，其中招商银行、招商证券跌超1%。(格隆汇)

A sophisticated fraud ring that fabricated a dramatic narrative involving suicidal internet lovers and massive inheritances has been dismantled by Hong Kong police, authorities said, shedding light on the evolving tactics of organized digital crime. Police disclosed on Feb. 2 that they had broken up the syndicate, which operated a novel variation of the so-called “pig-butchering” scam — a long-game fraud where criminals groom victims online before stealing their money. Over a 16-month period, the group defrauded 314 victims of a combined HK$44 million ($6.34 million).

格隆汇2月3日｜有投资者在互动平台向利元亨提问：请问贵司目前在手订单金额多少？利元亨回复称，目前公司在手订单主要来源于国内外头部锂电池厂商及整车企业，客户结构优质且订单质量持续优化。公司具体的经营及财务数据，敬请关注公司后续披露的的定期报告及相关公告。

No one mentioned Micron in Apple's latest earnings call. They didn't have to. When Apple (AAPL +4.12%) provides quarterly updates, it only makes sense that everyone focuses on how the latest news impacts Apple itself. Sometimes, though, the information provided by Apple's management team has ramifications for other companies. That was the case with the iPhone maker's fiscal year 2026 first-quarter earnings call last week. Apple CEO Tim Cook just gave great news for Micron Technology (MU +5.42%) investors. Apple's memorable earnings call If I counted correctly, the word "memory" was mentioned 16 times during Apple's Q1 earnings call. And the references weren't about fond recollections of Apple's history. Both analysts and Apple's management discussed the ongoing supply demand imbalance in memory chips extensively. Cook said on the call that the robust demand for iPhones put Apple in "a supply chase mode" for memory. He added, "We are currently constrained, and at this point, it is difficult to predict when supply and demand will balance." How have the supply constraints impacted Apple financially? Not very much, at least so far. Cook said that "memory had a minimal impact" on gross margins in Q1. However, he expects a greater impact in the second quarter. Anyone familiar with the law of supply and demand knows that prices rise when supply is limited and demand is strong. Unsurprisingly, Cook acknowledged that Apple expects memory prices to increase "significantly" beyond Q2. Why Cook's cautionary words are great news for Micron To be clear, Cook never mentioned Micron during Apple's Q1 earnings call. Neither did anyone else. However, Cook's cautionary words about supply constraints for memory translate into great news for Micron. Samsung remains Apple's primary supplier of memory chips. SK Hynix is another top source for memory. But Citigroup (C +0.97%) estimates that Micron is supplying roughly 30% of DRAM and NAND chips for Apple's iPhone 17. This share isn't far b...

When Apple (NASDAQ: AAPL) provides quarterly updates, it only makes sense that everyone focuses on how the latest news impacts Apple itself. Sometimes, though, the information provided by Apple's management team has ramifications for other companies. That was the case with the iPhone maker's fiscal year 2026 first-quarter earnings call last week. Apple CEO Tim Cook just gave great news for Micron Technology (NASDAQ: MU) investors. 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 » Image source: Micron Technology. Apple's memorable earnings call If I counted correctly, the word "memory" was mentioned 16 times during Apple's Q1 earnings call. And the references weren't about fond recollections of Apple's history. Both analysts and Apple's management discussed the ongoing supply demand imbalance in memory chips extensively. Cook said on the call that the robust demand for iPhones put Apple in "a supply chase mode" for memory. He added, "We are currently constrained, and at this point, it is difficult to predict when supply and demand will balance." How have the supply constraints impacted Apple financially? Not very much, at least so far. Cook said that "memory had a minimal impact" on gross margins in Q1. However, he expects a greater impact in the second quarter. Anyone familiar with the law of supply and demand knows that prices rise when supply is limited and demand is strong. Unsurprisingly, Cook acknowledged that Apple expects memory prices to increase "significantly" beyond Q2. Why Cook's cautionary words are great news for Micron To be clear, Cook never mentioned Micron during Apple's Q1 earnings call. Neither did anyone else. However, Cook's cautionary words about supply constraints for memory translate into great news for Micron. Samsung remains Apple's primary supplier of memory chips. SK Hynix is another top source for memory. But Citigroup...

Key Points Memory chip supply was a major topic during Apple's fiscal 2026 Q1earnings call Apple's memory constraints translate to great news for Micron. Micron is a dirt-cheap AI stock that could keep its momentum going this year. These 10 stocks could mint the next wave of millionaires › When Apple (NASDAQ: AAPL) provides quarterly updates, it only makes sense that everyone focuses on how the latest news impacts Apple itself. Sometimes, though, the information provided by Apple's management team has ramifications for other companies. That was the case with the iPhone maker's fiscal year 2026 first-quarterearnings calllast week. Apple CEO Tim Cook just gave great news for Micron Technology (NASDAQ: MU) investors. 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 » Apple's memorableearnings call If I counted correctly, the word "memory" was mentioned 16 times during Apple's Q1earnings call And the references weren't about fond recollections of Apple's history. Both analysts and Apple's management discussed the ongoing supply demand imbalance in memory chips extensively. Cook said on the call that the robust demand for iPhones put Apple in "a supply chase mode" for memory. He added, "We are currently constrained, and at this point, it is difficult to predict when supply and demand will balance." How have the supply constraints impacted Apple financially? Not very much, at least so far. Cook said that "memory had a minimal impact" on gross margins in Q1. However, he expects a greater impact in the second quarter. Anyone familiar with the law of supply and demand knows that prices rise when supply is limited and demand is strong. Unsurprisingly, Cook acknowledged that Apple expects memory prices to increase "significantly" beyond Q2. Why Cook's cautionary words are great news for Micron To be clear, Cook never mentioned Micron during Apple's Q1earnings ...

WASHINGTON, DC - FEBRUARY 13: U.S. President Donald Trump and Indian Prime Minister Narendra Modi meet in the Oval Office at the White House on February 13, 2025 in Washington, DC. Andrew Harnik | Getty Images News The U.S. and India announced a trade deal Monday after months of negotiations, raising hopes for a strategic reset after ties had plummeted to their lowest point in decades. But the lack of detail and a clear timeline has fueled doubts over how quickly the framework can be turned into a binding agreement and whether the two nations can move beyond tensions from last year. President Donald Trump said the U.S. would lower reciprocal tariffs on India to 18% from 25% after Prime Minister Narendra Modi agreed to stop buying Russian oil. Washington would also reportedly waive an additional 25% tariffs slapped on New Delhi for its oil purchases. India would, in turn, reduce its tariffs and non-tariff barriers on U.S. goods to zero while pledging to buy $500 billion of U.S. products, Trump said, without giving further details on the timeline or sector commitments. Modi confirmed the new 18% tariff rate in a post on X , calling the agreement a step towards restoring stability and momentum in bilateral ties. "I look forward to working closely with [President Trump] to take our partnership to unprecedented heights," Modi said. But the Indian leader did not mention Russian oil or Trump's claim that India would eliminate its levies on American goods. Relations between the longtime partners soured rapidly during Trump's second term after he claimed to have mediated an end to India's conflict with Pakistan in May, a characterization New Delhi rejected. Tensions also deepened after Washington slapped additional tariffs over India's purchases of Russian oil while sparing China , the largest importer of Russian energy. "[The] devil is in the details. I have a hard time believing the government of India is going to make any Russian oil-related commitment explicit," said Eva...

格隆汇2月3日｜据央视财经，北京市住建委最新数据显示，1月北京二手住宅网签量达1.5万套，这是去年12月以来，网签量连续第二个月维持在1.5万套以上。在北京朝阳区一家房产中介负责人表示，去年12月24日的房地产政策实施后，门店线上咨询量增长11%，线下带看量和交易量也有相应提升。据了解，1月1日起，个人销售住房的增值税政策有所调整，个人销售不满2年的住房，增值税税率由5%下调为3%。据统计，1月上海二手房累计成交22834套，同比2025年1月的18387套，大幅上涨超24%。同时，1月份也是继2025年11月、12月之后，上海二手房成交量连续第三个月站上22000套。业内人士表示，目前，上海全市二手房挂牌量都呈现下降趋势，随着库存去化压力降低，市场供需关系正逐渐趋于平衡。上海某地产研究院专家任静：“成交价出现止跌趋势，我们整体无论是（2025年）12月份的二手成交均价，还是说我们1月份的成交均价，环比上个月都是有小幅微涨的。”

格隆汇2月3日｜杰富瑞将通用汽车的目标价从85美元上调至97美元，维持“持有”评级。(格隆汇)

聚星科技公告，员工持股平台股东温州聚一创业投资合伙企业(有限合伙)减持计划（883921）已实施完毕，2026年1月7日至2026年2月3日以集中竞价方式累计减持155万股，占总股本1.00%，减持价格区间23.83元/股-26.41元/股，已减持总金额3871.73万元；减持后持股降至385万股，占2.48%，此前持股为540万股、3.48%。

日本将调查外国人购置大规模土地情况，涵盖市街化与农村区域，且法人代表购地须申报国籍。 （法新社） 日本政府将启动调查，全面掌握外国人大规模购置土地的实际状况，重点聚焦城市与农村地区的高面积交易。 共同社报道，日本国土交通省星期一（2月2日）透露，将对外国人大规模购置土地的实际情况展开调查。调查对象包括：在商店和住宅密集的“市街化区域”购置2000平方米以上土地，以及在农村等“都市计划区域外”购置一万平方米以上土地的案例。 日本国交省将梳理过去数年的申报数据，依据姓名与住址识别疑似外国籍购置者的比例，并分析土地用途，以掌握外国人持有不动产的整体情况。相关调查力争在3月底前启动。 这项措施是高市早苗政府推进外国人相关政策的一环。国交省去年11月曾公布一项有关新建公寓购置情况的调查，结果显示，在海外设有住址的购买者在东京都仅占3%，未发现其对房价上涨构成明显影响。 国交省说明，根据《国土利用计划法》，凡购置大规模土地，买方须在交易完成后两周内，向地方政府申报土地用途、交易金额等信息。适用对象主要包括酒店建设用地、高尔夫球场及水源地等。2024年，全国相关申报数量约为1.9万件。自2025年7月起，个人购置土地时已被要求申报国籍。 围绕上述法律，国交省周一公布修订后的省令，明确法人代表亦须向地方政府申报国籍。新规定将于4月1日生效。基于隐私保护考量，申报内容原则上不向第三方公开。

格隆汇2月3日｜位于韩国京畿道始兴市的SPC三立始华工厂当日下午2时29分许发生火灾，事故造成至少3名工人受伤。据报道，消防部门接到报警后，于下午3时6分启动一级响应，调派约30台设备和70名消防员展开灭火工作。火灾发生在工厂内的面包生产线，当时现场共有12名工人在岗。目前，警方和消防部门正在进行人员搜救。

格隆汇2月3日｜据央视，工业和信息化部等八部门关于印发《汽车数据出境安全指引（2026版）》的通知。专家同时表示，《汽车数据出境安全指引（2026版）》，适用于汽车数据处理者向我国境外提供汽车数据的行为，具体包含三大类别。第一类是汽车数据处理者把在国内运营中收集、产生的数据传输到境外；第二类是数据虽然存在国内，但境外的机构、组织或个人能查询、调取、下载、导出这些数据；第三类是符合《中华人民共和国个人信息保护法》相关规定，在境外处理境内自然人个人信息的其他活动。

文章提及标的 纽约银 -- 伦敦银 -- 现货白银大涨5%，现报87.03美元/盎司。COMEX白银期货暴涨13%，现报87.33美元/盎司。 黄金、白银行情爆发中，一键布局买入金银等避险资产>>

专家同时表示，《汽车数据出境安全指引（2026版）》，适用于汽车数据处理者向我国境外提供汽车数据的行为，具体包含三大类别。 第一类是汽车数据处理者把在国内运营中收集、产生的数据传输到境外； 第二类是数据虽然存在国内，但境外的机构、组织或个人能查询、调取、下载、导出这些数据； 第三类是符合《中华人民共和国个人信息保护法》相关规定，在境外处理境内自然人个人信息的其他活动。（央视）