财联社2月4日讯（编辑 冯轶） 财联社为您带来今日港股重要公告 1）公司要闻 信达生物(01801.HK)： 2025年总产品收入约人民币119亿元，同比保持约45%。 公告称，于2025年第四季度，因六款新药首次纳入2026年国家医保目录，当期收入约人民币33亿元，同比增长超60%以上。2025年是公司产品收入首次突破百亿人民币的里程碑之年，公司在肿瘤治疗领域持续巩固领先地位，肿瘤产品组合已拓展至13款。 理文造纸(02314.HK)： 预计于2025年取得盈利约18.8亿港元至20.0亿港元，同比增长38%至47%。 中通快递-W(02057.HK)： 预计2025年收入总额介于人民币485亿元至人民币500亿元，同比增长约9.5%至12.9%，主要由于包裹量增加。 华润建材科技(01313.HK)： 预计2025年盈利同比上升大约115%至135%，主要由于成本降低及减值亏损减少所致。 安徽皖通高速公路(00995.HK)：收购山东高速股份有限公司部分股份，完成后，公司持有目标公司已发行股份的约7%。 金地商置(00535.HK)：1月的合约销售总额约人民币2.39亿元，同比减少61.82%。 复星国际(00656.HK)：附属复星商发拟以1.05亿元认购商盟科技新增注册资本，对应取得商盟科技增资后51.0879%的股权。 上海医药(02607.HK)：拟通过产权交易机构以公开挂牌方式转让所持有的中美施贵宝 30%股权，挂牌底价不低于约人民币10.23亿元。 中国煤层气(08270.HK)：完成出售山西沁水顺泰能源发展100%股权。 湾区发展(00737.HK)：附属向中国银行认购结构性存款产品3亿元。 宏辉集团(00183.HK)：拟2.8亿日元出售日本物业。 中信银行(00998.HK)：向中信金租增资20亿元。 2）融资、回购动态 曹操出行(02643.HK)：完成配售1200万股配售股份，每股配售股份32.46港元，净筹约3.83亿港元。 金山软件(03888.HK)：斥资2999.49万港元回购108.86万股，回购价27.18港元至28港元。 小米集团-W(01810.HK)：斥资1.46亿港元回购430万股，回购价33.94-34.02港元。 金蝶国际(00268.HK)：斥资1105.97万港元回购100万股，回购价11.05-11.1港元。

格隆汇2月4日｜据蓝鲸新闻，今日，面壁智能开源新一代全模态旗舰模型 MiniCPM-o 4.5 ，作为原生全双工的全模态大模型，MiniCPM-o 4.5 让人机交互再上新台阶，通过边看、边听、主动说的全模态能力，成为行业首个即时自由对话的大模型。此外，基于统一系统软件栈 FlagOS 的跨平台能力，MiniCPM-o 4.5 在天数智芯、华为昇腾、平头哥、海光、沐曦等 6 款芯片上均获得端到端推理性能提升。

Investors have been souring on software for months, as concerns grow about how AI could disrupt the sector. This is the recent performance of an exchange-traded fund with holdings such as Microsoft, Salesforce, Adobe and Intuit: The ETF has dropped steeply since closing at a record high in late September, and fell 4.

欧美软件股周三难觅支撑，板块普跌行情蔓延至亚洲市场，背后原因是人工智能技术的快速发展或颠覆企业商业模式的担忧持续升温。 继Anthropic推出全新合规人工智能模型，凸显人工智能颠覆风险对相关高暴露企业的威胁后，欧洲数据分析、专业服务及软件类个股在震荡行情中连续第二日下跌，与全球同业跌幅形成呼应。 英国励讯集团（RELX）与荷兰威科集团——两大法律行业数据分析服务商——早盘交易中一度下跌约3%，随后收复部分失地；两家公司股价周二已分别暴跌超14%和12%。 美国软件及服务类企业盘前交易涨跌不一，此前该板块已连续五个交易日累计下跌近13%。 纳斯达克 上市公司汤森路透（路透社母公司）成交量低迷，股价持平；因市场担忧人工智能可能冲击其核心法律业务板块，该公司股价周二创纪录暴跌16%。 伦敦证券交易所集团股价跌幅一度达6.9%，延续周二近13%的下跌态势。 印度信息技术外包企业股价同样大幅下挫；日本软件及系统开发商日本电气（NEC）、野村综合研究所、富士通股价跌幅在8%至11%区间，拖累日经基准指数隔夜走低。 此次板块重挫，源于市场对科技泡沫或破裂、进而引发金融稳定风险的普遍担忧。 摩根大通 分析师托比・奥格表示，投资者当前聚焦长期增长问题，其考量维度已远超传统三年业绩预期范畴。 他指出：“该板块如今不仅是‘未经证实清白即被推定有罪’，更是未审先判。” 他补充道，从与投资者的沟通来看，市场整体入场意愿依然低迷，并提及风险点包括原生人工智能企业的竞争，以及客户自主内部搭建解决方案的趋势。 抛售潮导火索：Anthropic新动作 周二抛售潮的导火索之一，是Anthropic上周五为其Claude Cowork智能体推出插件功能，可实现法律、销售、营销及数据分析领域的任务自动化。 被视为欧洲媒体领域人工智能高暴露板块的广告股，同样持续承压。法国阳狮集团最新跌幅3.6%，英国WPP跌幅3%，两家公司股价均创历史新低。 欧洲最大软件企业思爱普（ SAP ）股价下跌超3%；一周前，该公司发布不及预期的云业务营收展望，导致市值蒸发约400亿美元。 芯片巨头英伟达及 微软 等人工智能超大规模服务商股价大幅上涨，推动美股创历史新高；与此同时，国际货币基金组织、英国央行等监管机构及政策制定者，纷纷预警潜在的泡沫风险。 奎尔特切维奥特科技研究主管本・巴林杰表示：“所有创新终会在某个节点引发颠覆...

OMV AG press release ( OMVJF ): Q4 GAAP EPS of € 0.28. Revenue of € 6.04B. More on OMV Aktiengesellschaft Seeking Alpha’s Quant Rating on OMV Aktiengesellschaft Historical earnings data for OMV Aktiengesellschaft Dividend scorecard for OMV Aktiengesellschaft Financial information for OMV Aktiengesellschaft

文章提及标的 南矿集团 -- 南矿集团（001360）公告，董事兼常务副总裁龚友良持有2322.07万股占11.51%，计划自2026年3月9日至2026年6月8日以集中竞价方式减持不超过201.72万股，占1.00%，减持股份来源为首次公开发行前已发行股份。

Source: Bloomberg, 0:00

(RTTNews) - Ares Capital Corp. (ARCC) announced earnings for first quarter that Drops, from the same period last year The company's earnings came in at $293 million, or $0.41 per share. This compares with $357 million, or $0.55 per share, last year. Excluding items, Ares Capital Corp. reported adjusted earnings of $0.50 per share for the period. The company's revenue for the period rose 4.5% to $793 million from $759 million last year. Ares Capital Corp. earnings at a glance (GAAP) : -Earnings: $293 Mln. vs. $357 Mln. last year. -EPS: $0.41 vs. $0.55 last year. -Revenue: $793 Mln vs. $759 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇2月4日｜俄罗斯外长：只有德黑兰有权决定是否将铀运出该国。

纳斯达克（NDAQ）正提议推出“快速纳入”规则，以加快新上市大型公司的纳入速度。该修订计划允许新上市公司在前15个交易日后加入纳斯达克100（NDX）指数，远短于当前至少三个月的等待期。此举旨在让指数更及时地反映市场。预计今年将进行首次公开募股(IPO)的公司包括SpaceX，其1.3万亿美元的潜在估值将使其成为纳斯达克100（NDX）指数中最大的公司之一。(财联社)

格隆汇2月4日｜塔塔电力认为，由于产量削减，印尼煤炭价格将上涨。

FirstService press release ( FSV ): Q4 Non-GAAP EPS of $1.37 beats by $0.05 . Revenue of $1.38B (+0.7% Y/Y) beats by $20M . Adjusted EBITDA (note 1) was $137.6 million, in-line with the fourth quarter of 2024. More on FirstService Corporation Seeking Alpha’s Quant Rating on FirstService Corporation Historical earnings data for FirstService Corporation Dividend scorecard for FirstService Corporation Financial information for FirstService Corporation

(RTTNews) - The Timken Co. (TKR), an engineered bearings and industrial motion, on Wednesday reported its net income declined despite higher net sales compared with the previous year. For the fourth quarter, net income attributable to the company declined to $62.3 million from $71.2 million in the previous year. Earnings per share were $0.89 versus $1.01 last year. Adjusted net income attributable to the company decreased to $80.4 million from $81.5 million in the same period last year. Adjusted earnings per share were $1.14 versus $1.16 last year. On average, 13 analysts had expected the company to report $1.09 per share. Analysts' estimates typically exclude special items. Adjusted EBITDA slid to $177.8 million from $178.2 million in the last year. Operating income declined to $109.4 million from $113 million in the prior year. Net sales increased to $1.11 billion from $1.07 billion in the previous year. For the fiscal year 2026, the company expected earnings per share in the range of $4.50 to $5 and adjusted earnings per share in the range of $5.50 to $6. The company is planning for 2026 revenue to be up in the range of 2% to 4% in total compared to 2025. In the pre-market trading, The Timken Co is 2.94% lesser at $93.35 on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AMD Struggles to Bridge the Gap Between AI Hope and Near-Term Reality Barron's

Key Points Amazon is positioning itself deep within the AI landscape. AI also offers remarkable opportunities to transform Amazon's e-commerce business. The stock is reasonably priced, making Amazon a strong buy given its potential upside. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) has been in a bit of a lull lately. The stock is up only about 4% over the past six months. Wall Street analysts have noticed and believe Amazon is a bargain sitting in plain sight. Out of 74 analyst ratings compiled by MarketWatch, a whopping 60 of them rate Amazon stock as a buy today. What has analysts so excited about Amazon? The e-commerce and cloud computing leader has numerous opportunities in artificial intelligence (AI) ahead. Here is why investors may want to buy this AI stock before its next breakout. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Leaning into the AI race Companies are racing to lay the foundation for global AI adoption. That means building vast data centers equipped to handle AI's computing needs. This is already in Amazon's wheelhouse, as it's the world's leading cloud services company. Amazon is weaving itself into AI's infrastructure layer in multiple ways: Cloud services to run AI software via AWS (Amazon Web Services) Partnership with, and investment in, AI developer Anthropic Custom-built Trainium AI chips The goal? Make Amazon a mission-critical component of building and deploying AI for enterprises and developers. On the consumer side, it can integrate AI features into its Prime services. For instance, it just launched an AI agent for its telehealth service. AI could revolutionize Amazon's business on the back end But Amazon's AI upside goes beyond sales and growth; it's also a potential game changer internally. Amazon employs hundreds of thousands of people, many of whom work in the distribution centers to fulfill e-commerce orders or deliver pack...

AMD is finding out how tough it can be when you’re riding high in the artificial-intelligence investment trade. The stock had been one of the market’s top performers over the past six months, outpacing its larger rival, Nvidia by nearly 36% in terms of overall gains. It also was up more than 40% from its early October close heading into the release Tuesday of fourth-quarter earnings, powered in part by a multi-billion dollar deal with OpenAI to deploy its next-generation GPUs in exchange for warrants that could see the ChatGPT maker owning as much as 10% of AMD outstanding stock.

Fortive press release ( FTV ): Q4 GAAP EPS of $0.58 misses by $0.01 . Revenue of $1.12B (+4.7% Y/Y) beats by $30M . Initiating FY 2026 Adjusted EPS guidance of $2.90 to $3.00 vs $2.84 consensus Shares +3% PM. More on Fortive Fortive: Modest Recovery, But Growth Remains Elusive Fortive: Slimmer And More Focused, But Not Clearly Better Fortive Corporation (FTV) Presents at Baird 55th Annual Global Industrial Conference Transcript Fortive Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Fortive

Ukrainian and Russian negotiators held the first round of US-led peace talks in Abu Dhabi as Washington seeks a pathway to end the nearly four-year war in Ukraine. The two-day trilateral talks that started on Wednesday come after Volodymyr Zelenskyy accused Russia of exploiting a US-backed energy truce last week to stockpile weapons before launching a record number of ballistic missile attacks at Ukraine on Tuesday. There was no immediate readout from the talks, which are set to continue on Thursday. Despite renewed diplomatic efforts by the Trump administration, the prospects for a viable peace deal remain unclear, with Moscow continuing to press its maximalist territorial demands. The Kremlin has repeatedly said any settlement must include Ukraine ceding the entire eastern Donbas region, including areas still under Ukrainian control. Kyiv has rejected such terms, saying the conflict should instead be frozen along the current frontline and ruling out any unilateral withdrawal of its forces. Other major obstacles remain. Moscow has said it would not tolerate European troops on Ukrainian soil, a condition Kyiv sees as essential for credible security guarantees. Speaking to Ukraine’s parliament on Tuesday, the Nato secretary general, Mark Rutte, said European allies had committed to deploying forces to Ukraine once a deal was reached – a proposal Russia has so far flatly rejected. The Kremlin spokesperson, Dmitry Peskov, said on Wednesday Russian forces would continue fighting until Kyiv made “decisions” that could bring the war to an end, underlining Moscow’s hardline stance even as negotiations resumed. Kyiv was dealt a diplomatic blow before the talks when Trump declined to condemn Russia for pounding Ukraine’s energy grid with missiles and drones despite an apparent ceasefire. “Taking advantage of the coldest days of winter to terrorise people is more important to Russia than turning to diplomacy,” Zelenskyy wrote after the attacks, urging western governments to d...

(RTTNews) - The New York Times Co., (NYT) revealed earnings for its fourth quarter that Increases, from the same period last year The company's earnings totaled $129.83 million, or $0.79 per share. This compares with $123.72 million, or $0.75 per share, last year. Excluding items, The New York Times Co., reported adjusted earnings of $0.89 per share for the period. The company's revenue for the period rose 10.4% to $802.31 million from $726.62 million last year. The New York Times Co., earnings at a glance (GAAP) : -Earnings: $129.83 Mln. vs. $123.72 Mln. last year. -EPS: $0.79 vs. $0.75 last year. -Revenue: $802.31 Mln vs. $726.62 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

More on New York Times New York Times: Story Is Getting Messier As Price Goes Up (Downgrade) The New York Times Company (NYT) Presents at UBS Global Media and Communications Conference 2025 Transcript The New York Times Company 2025 Q3 - Results - Earnings Call Presentation New York Times Non-GAAP EPS of $0.89 beats by $0.01, revenue of $802.3M beats by $10.75M New York Times Q4 2025 Earnings Preview

(RTTNews) - GE HealthCare Technologies Inc. (GEHC) will host a conference call at 8:30 AM ET on February 4, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://investor.gehealthcare.com/news-events/events The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

(RTTNews) - Cencora, Inc. (COR) will host a conference call at 8:30 AM ET on February 4, 2026, to discuss Q1 26 earnings results. To access the live webcast, log on to https://investor.cencora.com/presentations-and-events To listen to the call, dial +1 (833) 470-1428 (US) or dial +1 (646) 844-6383 (International), acess code 909212. For a replay call, dial +1 (866) 813-9403 (US) or dial +1 (929) 458-6194 (International), access code 618561. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

(RTTNews) - CDW Corporation (CDW) will host a conference call at 8:30 AM ET on February 4, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://investor.cdw.com/events-and-presentations/default.aspx The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

(RTTNews) - Cognizant Technology Solutions Corp. (CTSH) will host a conference call at 8:30 AM ET on February 4, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://investors.cognizant.com/news-and-events/events/event-details/2026/Cognizant-Schedules-Fourth-Quarter-2025-Earnings-Release-and-Conference-Call-2026-_mD-AsmxQE/default.aspx The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

警方拘捕三男一女，涉嫌串謀詐騙，包括一對37歲夫婦，涉及22宗可疑交通意外索償個案。以及兩名56歲及69歲醫生，涉及幾十宗串謀提供虛假文件和資料。 警方檢視過百宗可疑交通意外索償個案，發現一對本地夫婦，曾在22宗輕微交通事故中，分別報稱是一架私家車或一架的士上的司機及乘客，甚至是被車撞到的路人，報稱頸部等受傷，亦向涉事的司機和保險公司作出民事索償。最高一宗索償金額超過港幣30萬元。 案件中的醫生診所，亦牽涉到幾十宗同類型的索償個案。警方今早拘捕四人，通宵扣查，不排除更多人士被捕。

Aramark ( ARMK ) declares $0.12/share quarterly dividend , in line with previous. Forward yield 1.26% Payable March 4; for shareholders of record Feb. 18; ex-div Feb. 18. See ARMK Dividend Scorecard, Yield Chart, & Dividend Growth. More on Aramark Aramark: Near-Term Growth Outlook Remains Uncertain Aramark (ARMK) Q4 2025 Earnings Call Transcript Aramark 2025 Q4 - Results - Earnings Call Presentation Aramark is ordered by U.K. regulators to unwind its Entier acquisition Aramark outlines 7%–9% organic revenue growth target for fiscal 2026 amid record new contract wins and strong retention