Females may be just as likely to be autistic as males but boys are up to four times more likely to be diagnosed in childhood, according to a large-scale study. Research led by the Karolinska Institutet in Sweden scrutinised the diagnosis rates of autism for people born in Sweden between 1985 and 2020. Of the 2.7 million people tracked, 2.8% were diagnosed with autism between the ages of two and 37. They found that by the age of 20, diagnosis rates of men and women were almost equal, challenging previous assumptions that autism is more common among males. “Our findings suggest that the gender difference in autism prevalence is much lower than previously thought, due to women and girls being underdiagnosed or diagnosed late,” said the lead author, Dr Caroline Fyfe. The research calculated that in childhood, boys were diagnosed on average nearly three years earlier than girls – the median age at diagnosis was 15.9 for girls, but 13.1 for boys. Overall, boys were three to four times more likely than girls to be diagnosed with autism under the age of 10, although girls were found to “catch up” by the time they were 20, owing to a rapid increase in autism diagnosis during adolescence. “These observations highlight the need to investigate why female individuals receive diagnoses later than male individuals,” the authors conclude. The study, published in the BMJ, also found that while gender disparities in diagnosis rates remained pretty consistent over the last three decades for children under 10, they decreased rapidly for all other age groups. “Findings indicate that the male to female ratio for autism spectrum disorder has decreased over time and with increasing age at diagnosis,” the authors observe. “This male to female ratio may therefore be substantially lower than previously thought, to the extent that, in Sweden, it may no longer be distinguishable by adulthood.” Patient and patient advocate Anne Cary, writing in a linked editorial, said the research supported arg...

美國總統特朗普近日多次公開表示，愛潑斯坦案已是「陳年舊事」，國家應將注意力轉向其他事務。隨著美國司法部近期公布超過300萬頁相關文件，案件再次引發全球媒體巨大關注。新華社分析指出，特朗普政府急於將此案「翻篇」，主要原因在於其本人、政府官員及盟友深陷其中，正面臨嚴重的政治與輿論衝擊。 文件揭示廣泛牽連 特朗普被提及逾千次 根據美國司法部1月30日的宣布，已完成對愛潑斯坦案相關文件的審查，並陸續公布總計超過300萬頁的文件、2,000多段視頻和18萬張圖片。司法部根據國會法案合共公布了約350萬頁相關檔案。 美國有線電視新聞網（CNN）報道指出，特朗普本人在這些文件中被提及超過1,000次，內容包括新近披露但尚未核實的性侵指控，以及受害者描述與這位「未來總統」互動的細節，顯示出特朗普與愛潑斯坦長達數十年的友誼。特朗普則聲稱這是一場針對他的「陰謀」。 除特朗普外，多名與其關係密切的人物也在文件中出現，包括商務部長盧特尼克、被提名為美聯儲主席的沃什、富商馬斯克，以及特朗普首個任期內的顧問班農等，引發多方關注。 政府「步步失分」 急於轉移輿論焦點 新華社分析認為，特朗普政府在案件檔案公布過程中「步步失分」，導致一波波負面輿論。事實上，公布愛潑斯坦案文件本是特朗普競選總統時的承諾，但其上任後並未履行。直至2025年11月國會以壓倒性多數通過《愛潑斯坦檔案透明法》後，司法部才於最後期限（2025年12月19日）開始分批公布，過程拖延數月，且大量文件遭塗黑，引發各界質疑。 推動該法案的民主黨眾議員康納指出，司法部稱收集了超過600萬頁可能相關的文件，但經審查塗黑後僅公布約350萬頁，令人質疑其餘文件為何未被公布。此外，司法部在發布文件後，因技術或人為錯誤導致近100名受害者的姓名和個人信息被曝光，引發眾怒後緊急撤下數千份文件，這一「烏龍」事件更令人質疑「塗黑到底是在保護誰」。 面對這樣一個持續引發質疑和負面影響的話題，淡化影響、轉移熱點成為特朗普政府的當務之急。 案件難快速淡化 民主共和兩黨鬥爭或令其持續發酵 即使特朗普政府希望案件盡快淡出公眾視野，但分析認為其很難快速淡化。文件中被塗黑的部分、未被公布的剩餘文件，以及受害者律師的持續追責，都可能引發新的國會質詢或法律訴訟。此外，案件牽涉美國政商界眾多重磅人物，在即將到來的中期選舉中，可能成為政治對手相互攻擊的「彈藥」。 分析又提到...

Key Points Nvidia has been working closely with this particular AI player. Nvidia, considering its knowledge of the AI market, may have what it takes to identify tomorrow’s AI winners. 10 stocks we like better than CoreWeave › Nvidia (NASDAQ: NVDA) is a key player in the artificial intelligence (AI) arena, as designer of the world's top-performing AI chips. These graphics processing units (GPUs) fuel some of the most critical AI tasks, and their speed and overall efficiency have helped them to dominate the market. This product, along with a whole portfolio of related tools and services, has helped Nvidia to bring in significant revenue growth quarter after quarter in recent years. But this market giant isn't only a designer of AI products. It's also an investor in other key AI players. Nvidia held a $4.3 billion stock portfolio as of the end of the third quarter, and more than 85% of it was invested in one AI company. Should you follow Nvidia into this high-growth player? Let's find out. 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 » An AI cloud specialist Not only does Nvidia invest in this company, but the two also work together. This player that has attracted Nvidia's attention and investment is CoreWeave (NASDAQ: CRWV), an AI cloud specialist. CoreWeave offers its customers the ability to rent its Nvidia GPUs to suit their needs. This means they don't have to build out their own infrastructure -- a costly and lengthy effort -- and instead can rely on CoreWeave's already existing fleet. Customers may count on gaining access to the very latest Nvidia has to offer, as CoreWeave, following the past two launches -- Blackwell and Blackwell Ultra -- was the first to make those systems generally available. All of this has helped CoreWeave to deliver soaring revenue in recent times. For example, in the latest period, revenue jumped to in the triple-digits to $1.3 billion. Now, let's c...

2月3日上午，《QuestMobile 2025全景生态流量年度报告》发布。 数据显示，2025年12月，红果免费漫剧异军突起，月活跻身短剧类App TOP3，仅次于红果短剧和河马剧场。DataEye研究院亦有数据指出，2025年是漫剧爆发元年，全年市场整体播放量突破700亿，全年上线漫剧数量达46931部，并在下半年呈现出明显的阶梯式增长。 当短剧持续改写内容消费结构，漫剧这一介于“短内容”与“动画形态”之间的新物种，开始被频繁拿来与长视频动漫对照讨论。 想得出答案并不容易，但可以确定的是，漫剧已经站在了长视频动漫的门口。 体量扩张之下，漫剧与国漫的“错位对照” 如果仅从播放量、上线数量等显性指标出发，漫剧在2025年的表现，极易被理解为一种“动画内容的降维形态”。更快的生产速度、更低的制作门槛，以及高度可复制的内容模板，使其在极短时间内完成了体量积累，并迅速填充了用户的碎片化观看场景。 相较之下，根据灯塔专业版发布的《灯塔2025年动漫市场报告》，去年全年动漫市场大盘正片播放量仅500亿出头，在体量层面并不占明显优势。但进一步拆解结构可以发现，这并非同一维度的竞争。 在全年406部国漫中，25部年番贡献了全年国漫总播放量的47%。其中，《凡人修仙传》《仙逆》《斗破苍穹 年番》等头部作品，单部正片播放量均超过20亿次，呈现出高度集中的“头部托底”结构。 反观漫剧，尽管整体播放量庞大，但单片体量仍然偏小，目前尚未形成真正意义上的“超级头部”。2025年播放量最高的《斩仙台下，我震惊了诸神》累计播放量达到10亿次，而这也是全年唯一一部破10亿的漫剧作品。 但真正决定漫剧能否对长视频国漫形成冲击的，并非规模或单点爆款的缺失，而是其内容能力的上限。 从叙事目标来看，漫剧与长视频国漫面向的是两套截然不同的观看预期。长视频国漫强调持续观看与情感投入，其价值建立在世界观铺陈、人物关系演进与长期叙事之上。这种内容形态天然服务于IP逻辑，需要时间成本与情绪耐心的双重投入。 漫剧则更接近一种高度工具化的内容供给，其核心诉求更接近于通过密集爽点完成情绪刺激与即时反馈。这种内容形态并不追求复杂叙事的展开，而是以最低理解成本完成情绪闭环。 这种差异决定了两者在内容深度上的天然分层。即便在AI工具的辅助下越来越多漫剧在画面精度、剪辑节奏上不断向“动画感”靠拢，但其叙事结构仍以单线推进为主，难...

2月4日，国家金融监督管理总局官网显示，青海贵南农村商业银行的增资申请获监管部门批复，该行注册资本由6000万元变更为6600万元。近日，还有东营银行、石家庄鹿泉农商银行等多家中小银行获批增加注册资本。值得注意的是，阳谷农商银行等中小银行“逆势”减资。业内人士认为，银行增资扩股是主流发展趋势，部分银行减资也并非资本实力弱化的信号。增资能增强银行服务实体经济和抵御风险的能力，减资则有助于提升其资本配置效率。二者灵活运用，共同推动银行业资本结构优化，顺应了差异化发展的要求。（中国证券报）

Skandinaviska Enskilda Banken AB首席策略师Namik Immelbäck称，如果美元兑日元在选举后急剧波动并测试160关口，可能会引发干预；而2月11日的日本假期将提供一个流动性较低的市场，从而为干预提供良机。 “假设高市早苗在2月8日的选举中获得绝对多数席位是最大风险溢价的回归，那么美元兑日元汇率将触及160；如果高市早苗的选举结果不佳，那么美元兑日元汇率则可能回落至151”。“日本局势的发展在全球范围内变得越来越重要，因为日本国债市场的陡峭化/功能失调存在引发全球范围内‘期限溢价’蔓延的风险”。“这或许可以解释为什么美国财政部/ 美联储会考虑帮助干预汇率，以改变市场叙事”。单方面干预可能收效甚微，除非美国国债收益率也呈下降趋势，或者美国财政部也决定参与干预。若要稳定日元和日本国债市场，一个可能的解决方案是 责任编辑：王永生

现货黄金站上5020美元/盎司，日内涨1.04%。

Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 4:25 p.m. ET Call participants Chief Executive Officer — Mike Slessor Chief Financial Officer — Aric McKinnis Vice President of Investor Relations — Stan Finkelstein Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $215.2 million, setting a new all-time quarterly record and reaching the high end of guidance between $205 million and $215 million. -- $215.2 million, setting a new all-time quarterly record and reaching the high end of guidance between $205 million and $215 million. GAAP gross margin -- 42.2%, a 40 basis point increase compared to 39.8% in the prior quarter. -- 42.2%, a 40 basis point increase compared to 39.8% in the prior quarter. Non-GAAP gross margin -- 43.9%, up 290 basis points from 41% sequentially, exceeding the guidance range, with probe card segment up 364 basis points to 44.5% and systems segment down 50 basis points. -- 43.9%, up 290 basis points from 41% sequentially, exceeding the guidance range, with probe card segment up 364 basis points to 44.5% and systems segment down 50 basis points. GAAP net income -- $23.2 million, or $0.29 per fully diluted share, rising from $15.7 million, or $0.20 per share, in the prior quarter. -- $23.2 million, or $0.29 per fully diluted share, rising from $15.7 million, or $0.20 per share, in the prior quarter. Non-GAAP net income -- $36.6 million, or $0.46 per diluted share, up from $25.7 million, or $0.33 per share, sequentially. -- $36.6 million, or $0.46 per diluted share, up from $25.7 million, or $0.33 per share, sequentially. Operating cash flow -- $46 million, an increase of $19 million from $27 million in the prior quarter. -- $46 million, an increase of $19 million from $27 million in the prior quarter. Free cash flow -- $34.7 million, up $15 million from $19.7 million in the previous quarter, reflecting improved margins and disciplined working capital use. -- $34.7 million, up $15 million from $19.7 mill...

Alphabet declined to answer one of its investors buring questions about Google’s AI deal with Apple on Wednesday’s fourth-quarter earnings call. Instead of responding to an analyst’s question about how the tech giant is thinking about AI partnerships, such as the one with Apple to power AI for Siri, the question was completely ignored. That decision tells us something, though — Alphabet isn’t ready to talk about how this partnership will impact its core business, which is increasingly focused on AI. Over the years, the Google-Apple relationship has been mutually beneficial. The two companies’ search partnership saw the search giant paying the iPhone maker $20 billion to be the default search engine on Apple devices, filings from the Department of Justice’s lawsuit against the search giant had revealed. In turn, Google gained access to Apple’s massive customer base — the iPhone maker last quarter announced it has 2.5 billion active devices worldwide to give you an idea of scale. The latest Apple AI deal is rumored to cost Apple roughly $1 billion per year, but the payoff beyond that for Google isn’t as immediately obvious as it is with search. In Google Search, consumers see links to advertisers’ websites at the top of their search results. Ads in AI Mode, which could one day represent the future of Google’s search business, are still an “experiment” for now. The company first announced last May that it would bring ads to AI Mode, the chatbot-style interface for Google Search, but these tests see the ads’ placement below or integrated into the chatbot’s responses. Google is also trying out agentic shopping, including Shop with AI Mode, to guide consumers with product-related queries to a seamless checkout experience from the AI interface. Meanwhile, Google’s AI competitor Anthropic is taking aim at ad-supported AI with its forthcoming Super Bowl ad, which challenges the business model being adopted by ChatGPT maker OpenAI and Google. How this will all play out longer...

Alphabet declined to answer one of its investors buring questions about Google’s AI deal with Apple on Wednesday’s fourth-quarter earnings call. Instead of responding to an analyst’s question about how the tech giant is thinking about AI partnerships, such as the one with Apple to power AI for Siri, the question was completely ignored. That decision tells us something, though — Alphabet isn’t ready to talk about how this partnership will impact its core business, which is increasingly focused on AI. Over the years, the Google-Apple relationship has been mutually beneficial. The two companies’ search partnership saw the search giant paying the iPhone maker $20 billion to be the default search engine on Apple devices, filings from the Department of Justice’s lawsuit against the search giant had revealed. In turn, Google gained access to Apple’s massive customer base — the iPhone maker last quarter announced it has 2.5 billion active devices worldwide to give you an idea of scale. The latest Apple AI deal is rumored to cost Apple roughly $1 billion per year, but the payoff beyond that for Google isn’t as immediately obvious as it is with search. In Google Search, consumers see links to advertisers’ websites at the top of their search results. Ads in AI Mode, which could one day represent the future of Google’s search business, are still an “experiment” for now. The company first announced last May that it would bring ads to AI Mode, the chatbot-style interface for Google Search, but these tests see the ads’ placement below or integrated into the chatbot’s responses. Google is also trying out agentic shopping, including Shop with AI Mode, to guide consumers with product-related queries to a seamless checkout experience from the AI interface. Meanwhile, Google’s AI competitor Anthropic is taking aim at ad-supported AI with its forthcoming Super Bowl ad, which challenges the business model being adopted by ChatGPT maker OpenAI and Google. How this will all play out longer...

2024年医保统筹基金下滑384.67亿元，2025年增长势头回升，收支增速均降至5%以下；浙江、河南、甘肃、天津有地区居民医保现当年资金缺口 【财新网】 1月底，国家医保局披露2025年医保统筹基金（含生育保险）运行情况，收入29544.06亿元、支出24231.24亿元，增速分别为3.6%和1.7%；当期结余5321.82亿元，得益于支出端控费，较2024年增加638.95亿元。 纵向比较，据各年《全国医疗保障事业发展统计公报》，近五年全国医保统筹基金收支增速整体下降，2023年收支增长率分别为16.4%和16.6%，2024年跌至个位数；当期结余整体呈现增加趋势，唯一一个拐点出现在2024年，减少384.67亿元，2025年回升。

谷歌 母公司Alphabet周三表示，今年资本支出可能翻倍。在该公司加大投资以在人工智能角逐中保持领先之际，这是其又一次激进的支出扩张。Alphabet股价在盘后交易中波动剧烈--先下跌6%后收复失地，投资者权衡支出激增与营收和获利均飙升的影响。 该公司第四季营收和获利均超出预期。该公司表示，今年资本支出目标为1，750亿至1，850亿美元，远超分析师平均预期的1，152.6亿美元 。首席执行官皮查伊（Sundar Pichai）在一份声明中表示，Alphabet上调支出预期“旨在满足客户需求，并把握我们面前日益增长的机遇”。他补充道：“我们看到人工智能投资和基础设施正在全面推动营收和增长。”该公司2025年支出达914.5亿美元，主要用于服务器、数据中心及网络设备等AI基础设施建设。这与其预期的910亿至930亿美元总支出规模相当。谷歌云业务的增长助力其股价缩减跌幅。 该部门第四季营收增长48%至177亿美元，远超分析师平均预期的35.2%增幅。 责任编辑：王永生

2026年，内地电影市场可以回暖吗？ 至少2026年1个月过去了，尚未看到任何回暖的迹象，但此刻的电影票房也不能证明些什么，尤其是当春节档尚未到来时，一切数据都没有参考性。不过就今年的整体片单来看，市场的回暖压力还是很大的。接下来，以春节档为契机，2026年要一步步完成艰难的闯关模式了。 2026年大盘450亿？ 说到内地电影市场能否回暖，当然是很难评估的，这跟评估内地经济什么时候回暖，消费什么时候回暖一样，都是拍脑袋的行为。但相对来说，电影市场是更加可控、可预见的，尤其是当头部片单出炉之后，市场的想象力也就呼之欲出了。 纵观当下，全球电影市场都在迎来不同程度的下滑。隔壁的韩国几乎快要干涸，香港、台湾甚至产业都在凋零。可以说当下在奈飞和短视频的集体冲击下，大银幕的影响力确实在下滑。因此这种情况下，既是风险也是机会，尤其是对于没有同质化、具备大银幕质感的电影，依然能够脱颖而出。 之前犀牛娱乐曾提到，相对头部项目的缺失，腰部项目的匮乏是更严峻的。这主要是因为国内中产消费的腰斩，当观众每年观看5部电影变成2部时，减掉的那3部一定是腰部项目，反倒头部的影响不大。从2025年的整体数据也可以明显的看出。 （2025年内地票房TOP10） 在《哪吒2》154亿+的带动下，2025年完成了“挽尊”，头部项目非但没受影响，反倒更加彰显虹吸效应。年底的《疯狂动物城2》如今依然还在热映，且保持单日冠军的位置，即将冲击45亿大关，观众依然还是扎堆于热门、头部、有话题、有品质的项目当中。 像春节档《唐探1900》、暑期档《南京照相馆》均成功斩获30亿+。顶级选题《731》成功拿到20亿级别的票房，以上都属于体量和选题带来的基本盘。然而久违的两部黑马《浪浪山小妖怪》、《捕风追影》算是难得给观众带来惊喜的项目，这两部才是行业真正的希望和未来的机会。 基于2026年来讲，甚至包括未来很长一段时间，打造更多的《浪浪山小妖怪》、《捕风追影》式的项目，在内容端不断去突破和创新，从而给观众带来全新的体验，电影市场很快就能重新回到巅峰，观众也将重新拥抱大银幕。相反，那些依然按照往年经验、不求创新、原地踏步的项目，将会被2026年更残酷地抛弃。 不论是基于片单还是新的一年整个经济大环境的分析，2026年内地电影市场较为务实的目标便是冲击450亿大关，看似较2025年的518亿少了70亿，但毕竟2025年拥有...

watch now VIDEO 1:49 01:49 Stay diversified to prepare for any more volatility to come, says Jim Cramer Mad Money with Jim Cramer The action on Wall Street this week is a reminder of the importance of portfolio diversification, CNBC's Jim Cramer said Wednesday, as tech-only portfolios have been getting beaten down during the bout of volatility. "Tech's a good part of the market, it's just that many of these stocks suddenly aren't worth as much as we thought. Some of that's because the whole enterprise software cohort has gone out style thanks to AI," Cramer said. Both the S&P 500 and Nasdaq Composite fell Wednesday thanks to an intensified sell-off in tech — a cohort that Cramer said some investors seemed to believe was the "only investable part of the stock market" in recent years. By contrast, the blue-chip Dow Jones Industrial Average — consisting of many old-economy companies — added 260 points, or 0.5%, on Wednesday. On Wednesday, chip designer Advanced Micro Devices plummeted 17% after what some investors perceived as a disappointing first-quarter outlook. Other chipmakers such as Broadcom and Micron Technology also fell. Additionally, there was additional pain for some software stocks, which have been at the epicenter of the tech selling in recent days amid fears of AI disruption. Oracle dropped 5%, while the iShares Expanded Tech-Software Sector ETF fell for the seventh session in a row. Still, there have been winners elsewhere across various industries. Campbells , PepsiCo , Smuckers , and even Kraft Heinz , have gone higher even despite the threat of GLP-1's. Within health care, Johnson and Johnson , Merck , and Amgen have performed well while still offering value for investors. "Even after the runs they have had this year alone they're stocks not expensive at least versus the market," Cramer said. Banks are also advancing in recent days, Cramer noted, because investors may be believing that these are the types of firms that benefit from artificial intelli...

2026年以来，香港资本市场保持强劲势头，IPO递表数量更是连创新高，从2025年末的300余家，至今年1月底已达到414家，短短1个月猛增近百家。在这一迅猛增长的背景下，香港市场是否有足够能力承接如此密集的新股供给？会不会出现新股“堰塞湖”？对此，香港交易所行政总裁陈翊庭2月4日在出席媒体活动时向证券时报记者表示，当前香港IPO市场并未出现“堰塞湖”，市场有充裕的资金来吸纳这些上市项目。她戏称，香港市场“胃口好，都能吃得下”。（人民财讯）

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当互联网大厂在医疗AI赛道上频频出手时，另一家更早入局的公司，也有了新动作。 这家公司是微医。它最早成立于2004年，前身是“挂号网”，2015年更名为微医，并在同年发起成立了中国首家互联网医院。比起今天高调入局AI医疗的新玩家们，微医算得上是互联网医疗最早的一批探索者。 然而，这家公司的上市之路可谓是一波三折。2025年9月底，它再次港交所递交了上市申请。这已经是它自2021年4月以来，第三次冲刺IPO。 在这期间，它的定位也在变。 2021年4月，微医将自己定义为“中国最大的数字医疗服务平台”。2024年12月，变成了“中国最大的AI医疗健康解决方案提供商”。到了2025年9月，进一步强调AI属性。 标签在换，但资本市场的核心问题没变：这家公司到底赚不赚钱？ 从营收看，微医确实在增长。招股书显示，2022年至2024年，其收入从13.7亿元增到至55.0亿元，年均复合增长率超100%；2025年上半年营收30.8亿元，同比增达幅69.4%。 微医近三年营收、净利润 分业务来看，其中，被冠以“AI”标签、与“健共体”模式绑定的医疗服务（含健康管理会员服务、云药房、增值服务），占比也从2022年的45.9%，增长至2025年上半年的92.2%， 尤其是健康管理会员服务，已成为绝对的收入支柱。 但微医一直在亏损，2022年至2024年经调整净亏损分别为9.1亿元、4.9亿元、2.5亿元，2025年上半年为1.3亿元。 营收在飙升、亏损在持续，这是因为微医近年来的收入增长，几乎都建立在“健共体”模式上。据招股书介绍，健共体是一种家庭医生制度，通过与上级医院的合作强化基层医疗的模式。 简单来说，在这一模式下，医保基金按人头总额打包给健共体，结余留用、超支不补。微医再根据约定好的比例，与健共体参与方共享这部分收益。 这门生意的特点是，模式“重”，但利润“薄”。 “重”在运营成本高，“健共体”模式需要和各级医院、地方医保基金谈合作。 “薄”在毛利率低，2025年上半年，公司整体毛利率仅13.4%，最核心的AI医疗服务，毛利率更长期在3%左右徘徊。 三闯港交所的微医，这次能靠AI故事上市成功吗？ “控费”的钱不好赚 如今的微医，已经不是那个以挂号和在线问诊为主的互联网医疗平台，它的业务重心转向了B端。 从营收结构的变化能看出这一转型。目前，它的业务分为两大块： AI医疗服务和线...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美国数据好坏参半，服务业PMI强劲，ADP就业疲软。 软件股抛售潮蔓延至半导体、AI等。 资金轮动至能源、材料等板块。 纳指跌1.51%，道指涨0.53%。 大型科技股再度严重跑输。 半导体指数大跌4.4%。AMD绩后暴跌17%，创8年最大日跌幅。Palantir大跌12%。闪迪跌近16%。盘后谷歌跌超2%。 美国财政部公布的季度再融资计划符合预期，30年期美债收益率涨2个基点至4.92%，2年期美债收益率微跌1个基点至3.56%。美元涨0.3%，收复昨日跌幅。 比特币大跌， 日内跌逾5%至7.2万美元附近。以太坊跌超5%，创九个月新低。 现货黄金一度重回5000美元上方，但未能守住 ，最终涨0.3%。现货白银涨3%。 亚洲时段，沪指午后拉升重返4100点，光伏爆发掀涨停潮，科技股全线下跌，恒科指跌超1%，腾讯跌近4%，沪银暴涨11%。 要闻 中国 习近平同美国总统特朗普通电话。 习近平同俄罗斯总统普京举行视频会晤。 中国央行 ：着力支持扩大内需、科技创新、中小微企业等重点领域。 马斯克团队 考察 光伏产业链 ，上市公司密集回应。中国光伏行业协会： 太空光伏技术仍处于探索和验证的初期阶段。 报道： 中财期货 在近期白银价格暴跌前做空， 获利超过5亿美元。 海外 就业大幅放缓， 美国1月ADP 就业人数增长2.2万人 ，低于预期4.5万人。 美国1月ISM服务业PMI 创2024年以来新高 ，就业几乎没扩张，价格指数攀升。 贝森特 听证“火星四射”： 否认关税导致通胀，重申强美元，问责美联储，被喷当特朗普走狗。 美财政部 维持发债规模不变 ，未来数个季度内不提高中长期债券发行量。 美国 恢复 原定于6日举行的美伊谈判，此前 美伊谈判 计划濒临破裂。 谷歌 All in AI： Q4云收入猛增48%，今年支出指引接近翻倍大超预期，盘后巨震。 Meta ：本公司新款LLM大语言模型 Avocado是迄今最强大的。 纳斯达克 拟推“快速纳入”新规 ，应对SpaceX等大型IPO。 减肥药销量爆发， 礼来 Q4营收同比大增43%， 净利润增长50% ，2026年营收指引800亿至830亿美元。 诺和诺德 欧股暴跌18%，CEO坦言： 2026年遭遇“前所未有的定价压力”。 市场收报 欧美股市 ：...

And just like that, Meta's post-earnings gains have been erased. After surging higher last week following the social media company's fourth-quarter earnings report, shares of Meta Platforms (META 3.24%) have now given up all of their post-earnings gains as of this writing. In fact, from the stock's closing price on Jan. 29 (the trading day following the social media company's earnings release), shares have fallen about 10%. The stock's decline comes amid a pullback in the broader market as shares of many software and AI (artificial intelligence)-focused companies are getting punished. The tech-heavy Nasdaq Composite is down about 3.5% during this period. With the stock back at levels it was trading at before its better-than-expected fourth-quarter update, should investors take this second chance to buy the stock at pre-earnings levels? Undeniable business momentum It wasn't surprising when investors reacted so positively to Meta's fourth-quarter update. Its revenue soared 24% year over year to $59.9 billion, blowing past analysts' consensus forecast for revenue of $58.5 billion. And its earnings per share of $8.88 similarly left analysts' forecasts for the metric in the dust. In addition, the company's underlying platform health remains healthy. Meta said its daily active users across its platforms rose an impressive 7% year over year to 3.58 billion. Further, Meta said engagement and user growth were the primary drivers for its 18% year-over-year increase in ad impressions in its fourth quarter. And management guided for more strong growth ahead. In fact, the midpoint of its first-quarter revenue guidance implies 30% year-over-year growth. Even when excluding an expected 4% tailwind from foreign currency in the quarter, this represents 26% year-over-year growth -- an acceleration from its fourth-quarter growth rate. 1 reason to be cautious While Meta's revenue momentum is incredibly impressive, investors should know that this growth has come at a cost. Part of the ...

And just like that, Meta's post-earnings gains have been erased. After surging higher last week following the social media company's fourth-quarter earnings report, shares of Meta Platforms (META 3.24%) have now given up all of their post-earnings gains as of this writing. In fact, from the stock's closing price on Jan. 29 (the trading day following the social media company's earnings release), shares have fallen about 10%. The stock's decline comes amid a pullback in the broader market as shares of many software and AI (artificial intelligence)-focused companies are getting punished. The tech-heavy Nasdaq Composite is down about 3.5% during this period. With the stock back at levels it was trading at before its better-than-expected fourth-quarter update, should investors take this second chance to buy the stock at pre-earnings levels? Undeniable business momentum It wasn't surprising when investors reacted so positively to Meta's fourth-quarter update. Its revenue soared 24% year over year to $59.9 billion, blowing past analysts' consensus forecast for revenue of $58.5 billion. And its earnings per share of $8.88 similarly left analysts' forecasts for the metric in the dust. In addition, the company's underlying platform health remains healthy. Meta said its daily active users across its platforms rose an impressive 7% year over year to 3.58 billion. Further, Meta said engagement and user growth were the primary drivers for its 18% year-over-year increase in ad impressions in its fourth quarter. And management guided for more strong growth ahead. In fact, the midpoint of its first-quarter revenue guidance implies 30% year-over-year growth. Even when excluding an expected 4% tailwind from foreign currency in the quarter, this represents 26% year-over-year growth -- an acceleration from its fourth-quarter growth rate. 1 reason to be cautious While Meta's revenue momentum is incredibly impressive, investors should know that this growth has come at a cost. Part of the ...

Down About 10% in Less Than a Week, Is Meta Platforms Stock a Buy? fool.com

The rotation out of techs continued in a divided stock market, but Eli Lilly jumped. Google rose late on earnings and huge capital spending plans.

近期，A股商业航天、有色金属等热门板块进入宽幅震荡阶段。部分相关主题的场外指数基金净值走出了过山车的架势，而且相比标的指数的跟踪误差也出现了明显放大迹象。目前，已有场外卫星主题指数基金管理人主动采取措施，暂停100万元以上的大额申购。急涨急跌的板块行情，极大地提高了场外相关指数基金的管理难度。业内人士透露，资金集中进出可能使得指数成分股流动性骤变，出现买不进去或者买进去但与指数权重差别较大的问题，导致管理人难以通过调仓和再平衡来控制跟踪误差；而且投资者频繁申赎既增加了基金组合的现金管理压力，又容易形成“高位接盘、低位砍仓”的负反馈循环。由于场外基金的申赎机制具有滞后性，业内机构提示，在板块剧烈波动阶段，控制跟踪误差的核心在于精细化运作与纪律化执行，建立起多维度的预防与应对机制。例如，采用分批建仓、算法交易等方式降低冲击成本，优先配置高流动性、权重占比高的核心标的，根据行情波动幅度与申赎预期动态调整现金比例等。（中国证券报）

"You'd Be Justified In Shooting": Rep. Jerry Nadler Triggers Outcry Over Violent Rhetoric Against ICE Authored by Jonathan Turley, Rep. Jerry Nadler (D., NY) is under fire this week for joining other Democratic members in reckless rhetoric to fuel the growing threats against federal law enforcement officers. Calling out the “fascism in our streets,” Nadler suggested that citizens could be justified in shooting masked agents, a chilling claim made earlier by other Democratic leaders . The New York Post reported the comments made in a Judiciary Committee hearing. Nadler declared: “What is really the major problem in this country today is the fascism in our streets. The attacks on American citizens, by masked hoodlums. If you were attacked by a masked person, you might think you were being kidnapped. You’d be justified in shooting the person — to protect yourself.” The agents are wearing masks because different groups are actively publishing their identities and personal information online. The result has not only been doxxing but threats made against the families of these agents. Democratic politicians have pledged to assist in the effort to “unmask” and publish the identities of these officers as threats soar. For many, these statements suggest that they have a license under laws like Stand Your Ground to shoot at agents and claim mistaken self-defense. The continued use of such rhetoric in the face of soaring attacks and threats against officers is the worst form of demagoguery. At the same time, members like Rep. Dan Goldman (D. NY) deny that there is evidence of a sharp increase in attacks despite overwhelming evidence to the contrary. Notably, Nadler and his colleagues pushed for the impeachment of Donald Trump for what they called his inflammatory rhetoric on January 6th despite his call for the protests to remain peaceful. Other members are engaging in the same hyperbolic rhetoric to appeal to the growing mob on the left. Sen. Chris Murphy (D. Conn.) seems the ...