2月5日，高通盘后跌逾8%，报136.7美元。高通第 一财 季调整后营收122.5亿美元，分析师预期122亿美元。该公司对当前财季营收给出平淡的展望，令人担忧 存储芯片 短缺导致价格上涨可能抑制手机需求。高通预计，第二财季营收达到102亿-110亿美元，分析师的平均预估为营收112亿美元。剔除部分项目后每股收益料达2.55美元，分析师预计每股收益2.89美元。 高通称，虽然高端手机仍有需求，但由于存储芯片供应紧张且价格大涨，部分客户的手机产量将低于预期。高通首席执行官Cristiano Amon正在推动公司转型，增加面向汽车、个人电脑和 数据中心 的芯片销售，使业务更加多元化，但这些新业务的规模仍不足以弥补手机芯片市场放缓。Amon在声明中表示：“尽管短期内我们的手机芯片业务展望受到全行业存储芯片供应受限的影响，但我们仍对高端智能手机的需求感到鼓舞。”

Key Points After the stock's recent decline, shares now trade at a price-to-earnings multiple of about 28. The social media company's revenue growth accelerated in Q4, and management guided for even faster growth in Q1. Heavy investments are weighing on Meta's earnings growth. 10 stocks we like better than Meta Platforms › After surging higher last week following the social media company's fourth-quarter earnings report, shares of Meta Platforms (NASDAQ: META) 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. 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 » 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 ...

After surging higher last week following the social media company's fourth-quarter earnings report, shares of Meta Platforms (NASDAQ: META) 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. 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 » 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? Image source: Getty Images. 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 c...

格隆汇2月5日｜国泰海通发布研报称，26年开年之际促消费政策频发，扩内需战略持续推进，将加速消费信心提振，推动消费需求扩张。第三方收单公司有望受益于线下消费复苏。相比2025年，2026年“国补”对补贴的支持范围、补贴标准和实施机制三方面进行了优化。

格隆汇2月5日｜中信建投研报表示，2025年家电板块受困于关税加征扰动、以旧换新政策波动以及下半年高基数预期，整体跑输沪深300。立足长期视角，企业的竞争力终将回归产品创新与效率优势的本质，因此从投资视角来看，中信建投认为主要有两条主线，一是出海继续成为增长的最重要来源，二是变革红利。

SLB shares have soared this year, but if enthusiasm for Venezuela wanes, investors can find a better entry point. It's not just exploration and production stocks that rallied on the back of the U.S. capture of former Venezuelan President Nicolas Maduro. Oil services providers got in on that act, too. Just look at SLB (SLB +3.13%). One of the global giants in the oil services arena, SLB tacked on 25% since the start of the year, implying the stock is a buy here and now. Look a little closer, and investors will see a 3.30% drop for the five days ended Feb. 2. That's not a correction, let alone a bear market, but SLB's recent lethargy may signal patient investors can get better pricing over the near term. It's a good thing, too, because this stock features a sturdy bull case, including the potential to benefit from liberalization of Venezuela's oil market. Sizing up SLB's Venezuela exposure Investors who have been monitoring the situation in Venezuela are by now likely aware that Chevron is generating ample buzz as the way to tap into a possible production surge in the South American country. The reasoning is simple: Chevron remained operational there after the country nationalized its energy industry in 2007. The same is true of SLB. In fact, the company said it's ready to accelerate activity in Venezuela when it gets the green light. In part, that explains why this oil services stock emerged as a sort of Venezuela momentum trade. SLB's momentum in Venezuela was rooted in credibility. Yes, the country has the world's largest oil reserves, but it's been years since it let its infrastructure wither. As a result, output tumbled. Put it this way: As recently as 2014, there were periods in which approximately 80 rigs were pumping in Venezuela. Today, it's just a handful. Having 303 billion barrels in proven reserves means nothing if the infrastructure and technology aren't in place to extract that petroleum. Expand NYSE : SLB Slb Today's Change ( 3.13 %) $ 1.55 Current Pri...

The search leader's artificial intelligence (AI) strategy is paying off. Questions about the future of artificial intelligence (AI) have surged in recent months. The biggest question among investors is whether companies can recoup the massive investments they're making to capitalize on demand for AI. Amid this uncertainty, Alphabet (GOOGL 1.89%) (GOOG 2.08%) sought to answer that question when it reported its quarterly results after the market close on Wednesday. What became immediately apparent is that demand for AI continues to fuel rapid cloud growth, and Alphabet plans to continue heavy investment to capitalize on the opportunity. AI strategy is paying off For the fourth quarter, revenue of $113.8 billion jumped 18% year over year, and 17% in constant currency. Operating margin held steady at 32%, driving diluted earnings per share (EPS) up 31% to $2.82. To give those numbers context, analysts' consensus estimates called for revenue of $111.48 billion and EPS of $2.64, so Alphabet cleared both hurdles with room to spare. Google search and the related advertising account for the lion's share of Alphabet's revenue. Fears that AI could funnel ad revenue away led investors to watch the segment results closely. Google's search revenue climbed 17% year over year, which was partially offset by weakness at YouTube, which grew about 9%. In all, Google ad revenue grew 14%, helping quell those concerns for now. The other area of particular interest to investors in Google Cloud which also serves as the repository for much of the company's AI strategy. Continuing demand for AI services was on full display, as cloud revenue of $17.7 billion surged 48%, accelerating from 34% growth in the third quarter. This far outpaced Microsoft's Azure Cloud growth of 39%, showing that Google is gaining on its rival. Expand NASDAQ : GOOGL Alphabet Today's Change ( -1.89 %) $ -6.43 Current Price $ 333.28 Key Data Points Market Cap $4.1T Day's Range $ 328.52 - $ 343.24 52wk Range $ 140.53 - $...

Key Points Alphabet's quarterly results beat expectations across the board, led by strong cloud growth. The company continues to see demand for cloud and AI outstrip supply and is spending heavily to capitalize on the opportunity. Despite impressive gains over the past year, Alphabet stock is still attractively priced. 10 stocks we like better than Alphabet › Questions about the future of artificial intelligence (AI) have surged in recent months. The biggest question among investors is whether companies can recoup the massive investments they're making to capitalize on demand for AI. Amid this uncertainty, Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) sought to answer that question when it reported its quarterly results after the market close on Wednesday. What became immediately apparent is that demand for AI continues to fuel rapid cloud growth, and Alphabet plans to continue heavy investment to capitalize on the opportunity. 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 » AI strategy is paying off For the fourth quarter, revenue of $113.8 billion jumped 18% year over year, and 17% in constant currency. Operating margin held steady at 32%, driving diluted earnings per share (EPS) up 31% to $2.82. To give those numbers context, analysts' consensus estimates called for revenue of $111.48 billion and EPS of $2.64, so Alphabet cleared both hurdles with room to spare. Google search and the related advertising account for the lion's share of Alphabet's revenue. Fears that AI could funnel ad revenue away led investors to watch the segment results closely. Google's search revenue climbed 17% year over year, which was partially offset by weakness at YouTube, which grew about 9%. In all, Google ad revenue grew 14%, helping quell those concerns for now. The other area of particular interest to investors in Google Cloud which also serves as the repository for mu...

中信建投（601066）研报表示，2025年家电板块受困于关税加征扰动、以旧换新政策波动以及下半年高基数预期，整体跑输沪深300（399300）。立足长期视角，企业的竞争力终将回归产品创新与效率优势的本质，因此从投资视角来看，中信建投（601066）认为主要有两条主线，一是出海（885840）继续成为增长的最重要来源，二是变革红利。

尽管收益率走低，公募现金资产占比仍提升。显著分化的行情下，主动偏股基金规模收缩、被动基金续增，科技板块和黄金热潮也反映在机构持仓上

The S&P 500 Index ($SPX) (SPY) on Wednesday closed down -0.51%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +0.53%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -1.77%. March E-mini S&P futures (ESH26) fell -0.44%, and March E-mini Nasdaq futures (NQH26) fell -1.69%. Stock indexes settled mixed on Wednesday, with the S&P 500 falling to a 2-week low and the Nasdaq 100 dropping to a 7-week low. Investors rotated out of high-flying chipmakers and AI-infrastructure stocks on Wednesday, which pressured the broader market. Advanced Micro Devices plunged more than -17% to lead chipmakers lower after analysts said the company's Q1 sales forecast was seen as weak. Join 200K+ Subscribers: On the positive side, Super Micro Computer closed up more than +13% after forecasting Q3 net sales well above expectations. Also, Amgen closed up more than +8% to lead the Dow Jones Industrials higher after reporting stronger-than-expected Q4 revenue. Wednesday's US economic news was mixed for stocks. The Jan ADP employment change rose by +22,000, below expectations of +45,000. Conversely, the Jan ISM services index was unchanged at 53.8, stronger than expectations of a decline to 53.5. Market sentiment improved on Wednesday, following the end of the partial US government shutdown after President Trump signed a deal late Tuesday to fund the government. The funding package only funds the Department of Homeland Security through February 13, while the rest of the government is funded through September 30, the end of the fiscal year. The Treasury on Wednesday announced that next week's quarterly refunding will total $125 billion in sales of T-notes and T-bonds, right on expectations, and said it anticipates keeping auction sizes unchanged for nominal notes, bonds, and floating-rate notes "for at least the next several quarters." US MBA mortgage applications fell -8.9% in the week ended January 30, with the purchase mortgage sub-index down -14.4% and the refinancing sub-index do...

2026年开年，伴随上市公司密集发布2025年度业绩预告，机构调研步伐显著加快，纷纷奔赴上市公司深挖产业前景，为新一年投资布局提前蓄力。数据显示，截至2月4日，开年以来已有超过700家A股上市公司接待机构调研。其中，有20多家公司分别吸引百家以上机构扎堆调研；电子、机械设备、医药生物等行业位居调研热度前列，电力（562350）设备、有色金属（1B0819）等板块同样备受关注。记者关注到，调研机构围绕业务扩产、新品量产、并购及募投进展等核心内容展开密集问询。调研记录显示，机器人、脑机接口（886047）行业新产品量产出货，存储、液冷等行业景气度持续提升，上市公司扩产节奏加快。此外，多家公司透露布局光通信、新材料等新赛道的最新进展，传递产业转型升级的向好预期。(上证报)

Bad Bunny is expected to perform the Super Bowl half-time show on Sunday entirely in Spanish – which has inspired fans to quickly learn the language. In October, the Puerto Rican singer – born Benito Antonio Martínez Ocasio – kicked off the 51st season of Saturday Night Live expressing pride over the achievement in Spanish, after which he said in English, “If you didn’t understand what I just said, you have four months to learn!” That declaration further stoked the anger of some conservatives who have vilified Bad Bunny for speaking out against US president Donald Trump’s anti-immigrant policies. The singer canceled the US portion of his tour last year out of fear that Immigration and Customs Enforcement agents would target his fans. There has been a frenzy online of people posting about Bad Bunny lyrics, including Puerto Ricans explaining slang used by the singer and non-Spanish speakers documenting their journey to learn Spanish. Anticipation for his half-time performance has only intensified since last weekend, when his album Debí Tirar Más Fotos became the first Spanish-language album to win the Grammy for album of the year. He did not shy away from addressing targeted federal immigration operations at the awards. “Before I say thanks to God, I’m going to say ICE out,” he said in English after winning his first Grammy for música urbana album. “We’re not savage, we’re not animals, we’re not aliens. We are humans and we are Americans.” ‘Like a form of protest’ Niklaus Miller, 29, has been buckling down on learning Bad Bunny lyrics since the singer’s SNL appearance months ago. “I am delusional enough to be like ‘this would be easy. I could pick it up pretty quickly,’” Miller said. The fervor to learn a new language within a short time span highlights the powerful impact of Latino culture in the US despite the president’s anti-immigrant rhetoric and actions. “It felt like a form of protest,” Miller said. “What can I do right now besides what everyone is doing that i...

Earnings Call Insights: Weatherford International plc (WFRD) Q4 2025 Management View CEO Girish Saligram highlighted sequential revenue growth, improved operating income, and adjusted EBITDA margins "well above 22%" for the quarter, noting, "free cash flow conversion of 76%." He stated, "This performance builds on our confidence in the long-term prospects of the company, which is reflected in the significant increase of 10% to the dividend." Saligram detailed regional performance: "We delivered 5% sequential revenue growth, driven by higher activity in Latin America, which grew 16% sequentially, led primarily by Mexico and Brazil." He added, "The Middle East, North Africa and Asia region delivered 4% sequential growth, led by Kuwait, Oman, the UAE and Indonesia." The CEO emphasized product line momentum, saying completions have become Weatherford’s largest line, and artificial lift leverages "our international footprint to take our North America expertise and scale it." Saligram announced, "We returned $173 million between dividends and share repurchases" and confirmed a "10%" dividend increase. He also cited new contract wins in wireline (Romania), completions (Kuwait), and 25+ installations of plug-and-play liner systems in Norway. CFO Anuj Dhruv stated, "In the fourth quarter, we generated $222 million of adjusted free cash flow representing a 76.3% adjusted free cash flow conversion, significantly boosted by collections from a key customer in Mexico." Dhruv noted, "Net working capital as a percentage of revenue was 28.9% in 2025 versus 24.5% in 2024, an increase of approximately 450 basis points. However, this number is expected to improve as the pending collections materialize." Dhruv reported a total restructuring and severance charge of "$58 million for full year 2025" and said, "CapEx was $51 million versus $44 million in the third quarter. For the full year, CapEx was $226 million, or 4.6% of revenues." Dhruv highlighted, "During the year, we successfully e...

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)

Earnings Call Insights: A10 Networks (ATEN) Q4 2025 Management View Dhrupad Trivedi, President & CEO, reported that A10 achieved record quarterly and full-year revenue, citing "sustained investment in environment supporting AI-driven workloads" as a key contributor. Trivedi stated, "For the full year, revenue grew 11% year-over-year, outpacing growth rates across much of our competitive landscape and underscoring the increasing relevance of our portfolio with customers." He highlighted that security-led solutions now comprise 65% of total revenue, reaching the company’s long-term target, and pointed to wins with a global data and analytics software provider and a large global airline as representative of demand for A10’s solutions. Trivedi noted, "We have reallocated our research and development budgets, focusing on accelerating some of our future AI-related solutions and integrating AI across all our offerings, supporting current and future growth." Michelle Caron, Chief Financial Officer, stated, "Fourth quarter revenue grew 8.3% to $80.4 million. This was a record revenue level for A10." She reported product revenue at $48.8 million, up 13% year-over-year, and service revenue at 39% of total revenue. Caron also noted, "Our non-GAAP gross margin was 80.8%, in line with our stated goals of 80% to 82%. Operating expenses were $43.6 million with an operating margin of 26.6%, reflecting increased investments mainly in R&D." Outlook Trivedi stated, "On a full year basis for 2026, we expect to deliver both top and bottom line growth, including revenue growth of 10% to 12% over 2025 levels." He further noted expectations for "non-GAAP gross margin in line with historical trends and within our stated business model goals of 80% to 82% while navigating input cost pressures." Management expects to "expand our net and EBITDA margins from current levels," with EPS growth projected to "exceed our revenue growth rate." There was no explicit numerical guidance in the prior quart...

photovs/iStock via Getty Images Blue Bird Corp. ( BLBD ) shares rose 4.2% in extended trading Wednesday after the school bus maker reported quarterly results that beat Wall Street estimates and raised its full-year profitability outlook. Adjusted earnings of $1.00 a share for the fiscal first quarter beat analysts’ estimates of $0.80 a share. Revenue increased 6.1% from a year earlier to $333.1 million, topping the consensus estimate of $325.7 million. Net income rose to $30.8 million, or $0.94 a share, from $28.8 million, or $0.08 a share, a year earlier. Pricing and mix drive margin expansion Blue Bird ( BLBD ) said higher pricing and favorable customer and product mix helped offset tariff-related cost pressures, lifting profitability during the quarter. “I am incredibly proud of our team in delivering another outstanding quarterly result,” Chief Executive John Wyskiel said in the earnings announcement. The company posted earnings before interest, taxes, depreciation and amortization of $50.1 million, up from $45.8 million a year earlier. The adjusted ebitda margin improved to 15%, reflecting operating leverage and disciplined cost management. Unit sales steady as electric bus deliveries grow Blue Bird ( BLBD ) sold 2,135 buses during the quarter, slightly above the prior year. The company delivered 121 electric-powered buses and ended the period with more than 850 electric vehicles in its firm order backlog, supporting its sales targets for fiscal 2026. Bus sales rose $19.5 million year over year, driven by pricing actions and mix, while parts sales dipped slightly due to channel and product mix changes. Guidance raised for fiscal 2026 Based on the strong start to the year, Blue Bird Corporation ( BLBD ) raised its fiscal 2026 adjusted ebitda guidance to $225 million. The company reaffirmed its expectation for net revenue of about $1.5 billion and reiterated its longer-term goal of achieving more than $2 billion in revenue with an adjusted ebitda margin above 16%...

据央视新闻，伊朗和美国4日分别证实，定于6日在阿曼首都马斯喀特举行核问题谈判。此前，美国政府一度正式告知伊朗，拒绝伊方3日提出的更改会谈地点与形式的要求。伊朗指责美方泄露取消谈判的消息表明其缺乏诚意。而为避免美伊谈判破裂，中东地区至少有九个国家通过最高级别渠道联系白宫，强烈敦促美国不要取消会谈。

来源：华尔街情报圈 一夜过后，全球市场又陷入危险之中： - 美股科技股抛售加剧，纳斯达克100指数遭遇自去年10月以来最严重的两日暴跌。并跌破100日移动均线，一些技术分析师认为，这一水平预示着未来可能出现更多 下跌 。 - 比特币也延续 下跌 势头，向70000美元整数水平试探。 - 与此同时， 黄金 回吐当日大部分涨幅，仅微幅上涨。 - 美元指数则转而上涨，收复了1月23日以来的跌幅。 这一轮 下跌 有两个明显特点： 第一，跌的是过去“最拥挤的交易”； 现在这轮 下跌 ，顺序几乎是教科书级别的。先卖“大家都认同的安全资产”（黄金），再卖“大家都挤在一起的高β资产”（比特币）。这些资产有一个共同点——它们并不是靠“便宜”活着，而是靠“共识”活着。一旦共识被撬动，哪怕只是轻微松动，出现的都是踩踏级的 下跌 。 第二，美元出现明显上涨，过去“美元 下跌 ，万物上涨”的旧公式失效了。 美元不是因为“美国多好”才涨的，而是资金在撤、在避险，这对科技股、比特币、高估值资产是天然压制。 更为关键的是，昨晚（北京时间00:39）美国财长贝森特说了一句“我们始终支持强势美元政策”。这句话，本质是“给市场画了一条红线”。等于在告诉市场，不要指望通过美元贬值来缓解金融压力，美元不再承担“稳定资产价格”的功能。 但这并非是一轮危机，如果这是系统性危机债市会暴动，收益率会大涨，但这一幕并没有发生，2年期美债收益率还微跌。说明这并非危机，仅仅是市场层面的资产重新定价。 我们将这轮行情的“危险级别”定位“中等”（正在升级），因为跌的是拥挤交易，是美元上涨。真正的红色警报是，最不拥挤的资产，也开始一起跌。现在还没到这一步。

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Get Free Report) traded down 3% during trading on Wednesday . The company traded as low as $319.07 and last traded at $325.65. 18,027,372 shares traded hands during mid-day trading, an increase of 19% from the average session volume of 15,155,096 shares. The stock had previously closed at $335.75. Get TSM alerts: Sign Up Wall Street Analysts Forecast Growth Several analysts have commented on TSM shares. Argus upgraded shares of Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research note on Thursday, January 15th. UBS Group set a $330.00 price target on shares of Taiwan Semiconductor Manufacturing in a report on Sunday, December 7th. Dbs Bank raised Taiwan Semiconductor Manufacturing to a "moderate buy" rating in a research report on Friday, January 23rd. Itau BBA Securities assumed coverage on Taiwan Semiconductor Manufacturing in a report on Tuesday, October 7th. They issued an "outperform" rating for the company. Finally, Needham & Company LLC raised their target price on Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a "buy" rating in a report on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average target price of $381.67. View Our Latest Stock Analysis on TSM Taiwan Semiconductor Manufacturing Stock Performance The company has a debt-to-equity ratio of 0.19, a quick ratio of 2.47 and a current ratio of 2.69. The firm's 50 day moving average price is $311.88 and its 200-day moving average price is $282.71. The firm has a market capitalization of $1.69 trillion, a PE ratio of 30.58, a price-to-earnings-growth ratio of 0.96 and a beta of 1.31. Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last released its quart...

NVIDIA Corporation (NASDAQ:NVDA - Get Free Report)'s share price fell 3.4% on Wednesday . The company traded as low as $171.91 and last traded at $174.19. 203,386,412 shares changed hands during mid-day trading, an increase of 21% from the average session volume of 168,033,641 shares. The stock had previously closed at $180.34. Get NVIDIA alerts: Sign Up More NVIDIA News Here are the key news stories impacting NVIDIA this week: Wall Street Analyst Weigh In A number of research analysts have weighed in on the company. Truist Financial restated a "buy" rating and issued a $275.00 price target on shares of NVIDIA in a research note on Monday, December 29th. President Capital raised their target price on shares of NVIDIA from $240.00 to $245.00 and gave the company a "buy" rating in a research note on Friday, November 28th. Raymond James Financial reaffirmed a "strong-buy" rating on shares of NVIDIA in a research report on Tuesday, January 6th. JPMorgan Chase & Co. reissued a "buy" rating on shares of NVIDIA in a research report on Wednesday, January 21st. Finally, S&P Equity Research restated a "positive" rating on shares of NVIDIA in a research note on Wednesday, October 22nd. Four research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Buy" and a consensus price target of $263.98. Get Our Latest Analysis on NVIDIA NVIDIA Stock Down 3.4% The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. The stock has a market cap of $4.23 trillion, a P/E ratio of 43.22, a PEG ratio of 0.57 and a beta of 2.31. The firm has a 50-day simple moving average of $184.21 and a two-hundred day simple moving average of $182.77. NVIDIA (NASDAQ:NVDA - Get Free Report) last released its quarterly earnings results on Wednesday, November 19th. The computer hardware maker rep...

在这个没有先例可循的初创平台上，各类人才边干边学、边学边闯，跑出属于中国商业航天的加速度 海风穿过海南文昌东郊镇的椰林，带来潮湿而温热的气息。 海南商业航天发射场内，二期工程建设现场一派火热。塔吊长臂挥舞，工程车穿梭如织；建设者们正抢抓工期，为新增的三号、四号液体火箭发射工位打地基…… 这里是我国首个商业航天发射场。2024年，实现“从0到1”的突破；2025年，创下“五天两发”的纪录；步入2026年，向着“百箭千星”的目标全力冲刺。 从昔日的荒芜海滩到如今的航天高地，文昌何以成为商业航天的热土？如何打通一条通往浩瀚星辰的高效“航路”？ 商业航天，重在“商业”，需把成本降下来、效率提上去。 降本增效，首先要提升“港口”的吞吐量。走进发射场，二号发射工位显得格外不同。它不是“一箭一位”的专属定制，而是国内首个通用型工位，能适配10余家火箭公司、20余种型号的火箭。海南国际商业航天发射有限公司董事长杨天梁介绍：通过水平组装、水平测试、水平转运的测发模式，躺着出门、竖起即发的火箭，占用发射区的时间压缩至3天。流程的重塑，让这座连通太空的“港口”具备高频次周转的能力，进而让“排队上天”成为可能。 高效的“港口”，形成“前店后厂”的产业集聚效应。 距离发射场几公里的地方，星际荣耀集团的运载火箭总装总测复用工厂内，技术人员在对即将进场的双曲线三号火箭进行调试。董事长彭小波形象介绍道：“发射场像码头，火箭就是船舶，卫星是货物。”码头建好了，船和货自然纷至沓来。当火箭链、卫星链、数据链在物理空间中高度集聚，原本单一的发射节点，向集研发、制造、发射、应用于一体的“太空物流中心”进阶，商业潜力将更大、产业活力将更足。 让商业航天“一飞冲天”，离不开独特的政策优势。 海南自贸港全岛封关运作后，商业航天企业迎来新机遇。进口科研设备“零关税”、数据安全有序流动、企业所得税优惠……一系列政策红利，转化为企业发展真金白银的获得感。在此基础上，文昌国际航天城管理局积极探索“航天+”模式，推动航天数据在种业、林业、海洋等领域的应用。政策优势叠加区位优势，吸引资本、人才、技术汇聚于此。 事业因人才而兴，人才因事业而聚。 90后摆杆操作手王泽宇，在文昌航天发射保障有限公司基础保障室塔勤组工作，“小时候看科幻片觉得太空很远，现在站在塔架上，看着火箭从我维护的摆杆旁起飞，那一刻觉得星辰触手可及”。像他这样的...

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当地时间2月4日，荷兰画家伦勃朗的一幅素描画作在纽约苏富比拍卖行以1270万欧元的价格成交，创下伦勃朗素描作品的最高成交价纪录。此前的纪录是370万欧元。伦勃朗于1638年至1642年间创作了这幅名为《休息中的幼狮》的素描。据了解，这是伦勃朗唯一一幅仍在私人手中的动物画作，拍卖所得将全部用于动物保护。（央视新闻）

The Australian arm of Octopus Energy Group Ltd. will acquire two local battery projects worth more than A$3 billion ($2.1 billion), expanding the UK company’s footprint in a country that’s seeking to rapidly replace its aging coal fleet with clean energy sources. Octopus Australia bought the A$2.4 billion Hanworth Battery Energy Storage System in New South Wales as well as the Dunmore Solar Farm and Battery project in Queensland, which is worth about $900 million, the company said in a statement. Australia has become a bellwether for the energy transition, as it seeks to replace its rapidly aging coal power stations and meet an ambitious target to more than double renewable energy generation to 82% by 2030. This has helped to drive a boom in batteries, which can soak up surplus electricity generated by the country’s world-leading solar panel fleet through the day and release it in the evening, when demand is highest and output wanes. “Australia still needs new power stations to replace ageing coal plants,” Octopus Australia Chief Executive Officer Sam Reynolds said in the statement. “The difference is that today we can build them using a mix of solar, wind and batteries instead of smokestacks.” Australia’s World-Leading Solar Drives Residential Battery Boom Australia Risks 2035 Climate Goal Without Bigger Emissions Cuts Wild Power Swings Are Driving Australia’s Battery Boom Octopus is seeking new avenues for growth overseas after reporting a full-year loss, which was driven by lower gas consumption and one-time costs. The company, in which Australian utility Origin Energy Ltd. is an investor, took an initial step in spinning off its software unit at an $8.7 billion valuation late last year. The UK firm bought the 1.2-gigawatt Hanworth Battery, which can run for four hours and supply more than half a million homes, from Australian energy developer Enervest, it said. It acquired the 300-megawatt solar farm, linked with a 150 megawatt, two-hour battery, from Samsung C&...

RHJ Rare earth stocks fell across the board Wednesday after the Trump administration proposed the creation of a critical minerals trading bloc with allies that would use tariffs to maintain price floors. Tariffs and price floors would be necessary to prevent China from flooding the market with cheap minerals, Vice President Vance said at an event held at the U.S. State Department. "These reference prices will operate as a floor maintained through adjustable tariffs to uphold pricing integrity," Vance told the meeting of more than 50 foreign ministers that also featured a discussion led by Secretary of State Rubio and an effort to recruit countries to the proposed new protected trade zone. In Wednesday's trading: United States Antimony ( UAMY ) -16.3%, Lightbridge ( LTBR ) -15%, Critical Metals ( CRML ) -13.9%, Energy Fuels ( UUUU ) -12.7%, Oklo ( OKLO ) -12.5%, NioCorp Developments ( NB ) -11.1%, Centrus Energy ( LEU ) -10.4%, Trilogy Metals ( TMQ ) -10.1%, Denison Mines ( DNN ) -10%, Uranium Energy ( UEC ) -9.5%, USA Rare Earth ( USAR ) -9.4%, Nuscale Power ( SMR ) -9.4%, Cameco ( CCJ ) -9%, Northern Dynasty Minerals ( NAK ) -8.8%, TMC the metals company ( TMC ) -8.3%, Ur-Energy ( URG ) -7.8%, NexGen Energy ( NXE ) -7.3%, Nano Nuclear Energy ( NNE ) -6.9%, Lithium Americas ( LAC ) -6.6%, MP Materials ( MP ) -6.3%, Ramaco Resources ( METC ) -5.2%, Westwater Resources ( WWR ) -2.1%. Earlier this week , President Trump unveiled Project Vault, a plan for a strategic U.S. stockpile of rare earth elements to be funded with a $10B loan from the U.S. Export-Import Bank and nearly $1.67B in private capital. The government recently made its fourth direct investment in a U.S. critical minerals producer, extending $1.6B to USA Rare Earth in exchange for stock and a repayment deal. ETFs: ( REMX ), ( XME ), ( LIT ), ( BATT ), ( URA ), ( NLR ), ( URNM ) More on rare earth and strategic metals The Mining And Metals Supercycle- Driven By AI And The Deterioration Of Fiat Currency Va...