Key Points The weakening dollar and rising U.S. bond yields are signs that a "sell America" trade is developing. The Vanguard Total International Stock ETF offers diversification into more than 8,600 global stocks. 10 stocks we like better than Vanguard Total International Stock ETF › For most of the past 15 years, the U.S. stock market has been the envy of the world. Since the start of 2011, the S&P 500 index is up 441%, while the tech-heavy Nasdaq-100 is up by more than 1,000%. Equity markets in the rest of the world have also grown, but at paces that have lagged Wall Street. The share price of the Vanguard Total International Stock ETF (NASDAQ: VXUS), which tracks stock markets outside the U.S., is up by only 62% in the past 15 years. Even on a total return basis (factoring in the reinvestment of its dividends, which have yielded an average of 2.8% since the fund's inception in January 2011), it's only up by about 156%, with average annualized returns of 6.3%. That's still well behind the major U.S. indexes. 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 » But this trend of the U.S. stock market beating the world might be coming under pressure. During the past year, the Vanguard Total International Stock ETF gained 32.8%, double the 16.4% return of the S&P 500 index. It even outperformed the Nasdaq-100, which was up 20.9%. There are a few big reasons why this could be a good time to buy international stocks, and why you might specifically want to add this Vanguard ETF to your portfolio. The risks of the "sell America" trade A big theme among international investors in 2026 is the "sell America" trade. If that trend solidifies and accelerates, more investors around the world might choose to sell assets like the U.S. dollar, U.S. government bonds, and U.S. stocks. Possible underlying reasons that could drive the "sell America" trade include worries about the excessive valuations o...

德國盃八強，史特加作客以3-0，大勝乙組的基爾入四強。 乙組基爾贏完禾夫斯堡及漢堡，想三殺德甲球隊，白衫史特加，堅拒做第三隊德甲受害者。 紐布爾封住卡柏歷克見到基爾傳到，入到禁區亦射到，但就差在入不到，今次基拉迪高出。 史特加靠換邊後的罰球開紀錄，烏達夫拍過去撞入，56分鐘打破僵局。他們今場入球如何入，外電提供慢鏡未必看得清楚，其實這球是用「鞋咀」啄入。 史特加近11場只輸1場兼四連勝。入完球的烏達夫，再在中場送出助攻，基斯富列治直線帶球推進，守衛追不到，他扣過門將射入，89分鐘拉開兩球優勢。衛冕之路，簡單又過一關，這是今場最清脆一球。 最後一球就趣怪的趣。補時2分鐘，卡拉沙斜走推過門將後跌下，球就慢溜入網，是倒地轉身時，大腿後面拌入，史特加贏3-0，晉級四強。

Tech stocks looked set to claw back some of their recent losses on Thursday as investors tried to make sense of Google parent Alphabet’s plan to double its capital spending this year. Futures tracking the Nasdaq 100 rose 0.3%. The Nasdaq could do with a boost.

2月5日，字节跳动豆包官方在其公众号发文称，今年除夕，豆包和朋友们一起，给大家准备了些“硬核”好礼。豆包表示，海报里藏着线索，答案将在近期揭晓。文中附带多个红包封面图片。记者注意到，此前，字节跳动火山引擎宣布成为2026年中央广播电视总台春节联欢晚会独家AI云合作伙伴，公司旗下智能助手豆包也将配合上线多种互动玩法。（上证报）

網球港隊周末在維園主場出戰台維斯盃世界一組附加賽，力爭擊敗芬蘭「升班」。 台維斯盃港隊隊長余曉東說：「港隊隊員感到興奮，很長時間未試過在世界一組。現在有機會爭取「升班」，他們都很興奮，並準備就緒。」 隊長余曉東又指，今次陣容非常年輕，除了黃澤林，其他隊員經驗較淺，因此團隊會提供更多建議。世界排名53的港隊派六人參賽，包括打入澳網青年組八強的朱鍇泓。 他們周末在維園主場，硬撼排名17的芬蘭，力爭相隔超過30年再「升班」。

HighPoint Advisor Group LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 14.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,222 shares of the semiconductor company's stock after buying an additional 2,883 shares during the period. HighPoint Advisor Group LLC's holdings in Taiwan Semiconductor Manufacturing were worth $6,206,000 at the end of the most recent reporting period. Get TSM alerts: Sign Up Other institutional investors also recently bought and sold shares of the company. Resources Management Corp CT ADV acquired a new stake in Taiwan Semiconductor Manufacturing in the 2nd quarter valued at $32,000. Heartwood Wealth Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter worth about $32,000. Mid American Wealth Advisory Group Inc. purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter worth about $33,000. First Command Advisory Services Inc. grew its stake in shares of Taiwan Semiconductor Manufacturing by 174.1% in the second quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company's stock valued at $36,000 after buying an additional 101 shares in the last quarter. Finally, Fairman Group LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 171.2% during the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company's stock valued at $39,000 after buying an additional 89 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors. Key Stories Impacting Taiwan Semiconductor Manufacturing Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week: Wall Street Analysts Forecast Growth A number of equities analysts have weighed in on TSM sh...

Bessemer Group Inc. lifted its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 18.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 984,178 shares of the semiconductor company's stock after buying an additional 151,489 shares during the period. Bessemer Group Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $274,873,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors have also modified their holdings of the company. Massachusetts Financial Services Co. MA boosted its stake in shares of Taiwan Semiconductor Manufacturing by 3.6% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company's stock valued at $4,401,448,000 after purchasing an additional 541,047 shares in the last quarter. Bank of America Corp DE lifted its holdings in Taiwan Semiconductor Manufacturing by 0.8% during the 2nd quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company's stock valued at $3,353,348,000 after purchasing an additional 115,158 shares during the last quarter. Jennison Associates LLC boosted its position in Taiwan Semiconductor Manufacturing by 4.5% in the third quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company's stock valued at $3,516,692,000 after buying an additional 544,750 shares in the last quarter. Alliancebernstein L.P. grew its stake in Taiwan Semiconductor Manufacturing by 18.0% during the second quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company's stock worth $2,368,587,000 after buying an additional 1,593,786 shares during the last quarter. Finally, WCM Investment Management LLC increased its holdings in shares of Taiwan Semiconductor Manufacturing by 0.3% during the third quarter. WCM Investment Manage...

J.W. Cole Advisors Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 25.8% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 31,556 shares of the semiconductor company's stock after purchasing an additional 6,468 shares during the period. J.W. Cole Advisors Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $8,813,000 as of its most recent filing with the Securities & Exchange Commission. Get TSM alerts: Sign Up A number of other hedge funds also recently made changes to their positions in TSM. Massachusetts Financial Services Co. MA increased its position in Taiwan Semiconductor Manufacturing by 3.6% in the third quarter. Massachusetts Financial Services Co. MA now owns 15,759,419 shares of the semiconductor company's stock worth $4,401,448,000 after purchasing an additional 541,047 shares during the last quarter. Bank of America Corp DE increased its holdings in shares of Taiwan Semiconductor Manufacturing by 0.8% in the 2nd quarter. Bank of America Corp DE now owns 14,805,720 shares of the semiconductor company's stock worth $3,353,348,000 after buying an additional 115,158 shares during the last quarter. Jennison Associates LLC raised its position in shares of Taiwan Semiconductor Manufacturing by 4.5% during the 3rd quarter. Jennison Associates LLC now owns 12,591,542 shares of the semiconductor company's stock valued at $3,516,692,000 after buying an additional 544,750 shares in the last quarter. Alliancebernstein L.P. raised its position in shares of Taiwan Semiconductor Manufacturing by 18.0% during the 2nd quarter. Alliancebernstein L.P. now owns 10,457,800 shares of the semiconductor company's stock valued at $2,368,587,000 after buying an additional 1,593,786 shares in the last quarter. Finally, WCM Investment Management LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 0.3% in the 3rd quar...

专题：聚焦美股2025年第四季度财报 作者：马丁・皮尔斯（Martin Peers） 谷歌 CEO 桑达尔・皮查伊 桑达尔・皮查伊，该为自己鼓掌了。 谷歌 母公司字母表公司（Alphabet）周三发布了 火爆的四季度业绩 ，这标志着 —— 与同行数字广告巨头元宇宙平台公司（Meta Platforms）一样，谷歌也正收获其在人工智能领域巨额投资的成果。字母表公布，谷歌搜索业务收入增速从三季度的 15% 加速至近 17% ，谷歌云收入增速更是 提升 14 个百分点，达到 48% 。几年前谷歌在人工智能领域遭遇困境时，曾有人（包括我在内）建议皮查伊下台，如今看来这些观点简直愚蠢至极。 搜索业务的增长，应该能打消投资者一两年前的所有担忧 —— 即人工智能聊天机器人会冲击谷歌的搜索业务。谷歌首席商务官菲利普・辛德勒（Philippine Schindler）向分析师表示，相反，人工智能正帮助谷歌 提升广告效果 ，并使其能在 更复杂的搜索查询中投放广告 。不过，更引人注目的是谷歌云的增长。四季度谷歌云收入按年运行率已达 710 亿美元 ，对于一家 2021 年营收不足 200 亿美元 的业务而言，这一成绩堪称非凡。（相比之下，行业龙头 亚马逊 网络服务（AWS）三季度运行率为 1320 亿美元 ；周四我们将知晓其四季度表现。）同样值得关注的是，谷歌在实现增长的同时，将营业利润率从三季度的 23.7% 提升至 30% 。 30% 的利润率仍低于其更大的竞争对手，但谷歌终于证明其云业务是 一门真正的生意 。全球能同时在消费端和企业端取得成功的科技公司寥寥无几 —— 亚马逊是少数之一 —— 而谷歌如今有望成为下一个。（若想深入了解谷歌云从人工智能中获得的收益，可查看我们上月发布的相关报道。） 尽管业绩亮眼，字母表股价在盘后交易中仍下跌了 1-2 个百分点 。这或许表明，当下投资者对人工智能题材已略显疲惫。人工智能对现有软件业务的潜在冲击，引发了本周软件股的大幅抛售。市场还笼罩着对人工智能研发成本的担忧。一个典型例子是：字母表表示，今年将把资本支出 翻倍至 1750 亿至 1850 亿美元 ，以建设更多算力设施。对比来看，字母表 2025 年业务产生的现金流为 1647 亿美元 。字母表已增加债务规模，照此趋势，未来还需 大举举债 。（公司已削减股票回购支出。） 与其他科技公司一样，...

ABN AMRO Bank N.V. purchased a new stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 12,638 shares of the electric vehicle producer's stock, valued at approximately $5,602,000. Get Tesla alerts: Sign Up A number of other large investors also recently bought and sold shares of the stock. Chapman Financial Group LLC purchased a new stake in Tesla during the second quarter worth approximately $26,000. LGT Financial Advisors LLC purchased a new stake in Tesla during the 2nd quarter worth $29,000. Manning & Napier Advisors LLC acquired a new stake in Tesla in the 3rd quarter valued at $29,000. CoreFirst Bank & Trust purchased a new position in Tesla in the second quarter valued at about $30,000. Finally, ESL Trust Services LLC lifted its stake in shares of Tesla by 1,900.0% during the second quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer's stock worth $32,000 after purchasing an additional 95 shares in the last quarter. Hedge funds and other institutional investors own 66.20% of the company's stock. Tesla Stock Performance Shares of NASDAQ TSLA opened at $406.01 on Thursday. Tesla, Inc. has a 1 year low of $214.25 and a 1 year high of $498.83. The company has a debt-to-equity ratio of 0.08, a quick ratio of 1.77 and a current ratio of 2.16. The stock has a fifty day moving average price of $447.41 and a two-hundred day moving average price of $410.12. The firm has a market cap of $1.52 trillion, a P/E ratio of 375.94, a PEG ratio of 14.13 and a beta of 1.86. Tesla (NASDAQ:TSLA - Get Free Report) last issued its earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share for the quarter, topping analysts' consensus estimates of $0.45 by $0.05. The firm had revenue of $24.90 billion during the quarter, compared to analysts' expectations of $24.75 billion. Tesla had a net margin of 4...

Paragon Private Wealth Management LLC boosted its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 22.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,823 shares of the social networking company's stock after purchasing an additional 2,020 shares during the quarter. Meta Platforms comprises approximately 2.6% of Paragon Private Wealth Management LLC's portfolio, making the stock its 7th biggest holding. Paragon Private Wealth Management LLC's holdings in Meta Platforms were worth $7,949,000 as of its most recent SEC filing. Get Meta Platforms alerts: Sign Up Several other hedge funds and other institutional investors also recently added to or reduced their stakes in META. EFG Asset Management North America Corp. boosted its holdings in shares of Meta Platforms by 7.0% in the 3rd quarter. EFG Asset Management North America Corp. now owns 24,269 shares of the social networking company's stock worth $17,820,000 after purchasing an additional 1,589 shares in the last quarter. Saxon Interests Inc. boosted its stake in Meta Platforms by 22.9% in the third quarter. Saxon Interests Inc. now owns 7,664 shares of the social networking company's stock worth $5,662,000 after buying an additional 1,428 shares in the last quarter. Bensler LLC grew its position in Meta Platforms by 5.0% during the third quarter. Bensler LLC now owns 13,409 shares of the social networking company's stock valued at $9,847,000 after acquiring an additional 633 shares during the last quarter. KPP Advisory Services LLC raised its stake in shares of Meta Platforms by 14.3% during the third quarter. KPP Advisory Services LLC now owns 5,648 shares of the social networking company's stock worth $4,148,000 after acquiring an additional 708 shares in the last quarter. Finally, Straight Path Wealth Management lifted its holdings in shares of Meta Platforms by 7,935.7% in the 3rd quarter....

Portside Wealth Group LLC lifted its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 9.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 18,770 shares of the electric vehicle producer's stock after purchasing an additional 1,543 shares during the quarter. Tesla comprises approximately 1.2% of Portside Wealth Group LLC's portfolio, making the stock its 16th largest holding. Portside Wealth Group LLC's holdings in Tesla were worth $8,347,000 at the end of the most recent quarter. Get Tesla alerts: Sign Up Several other large investors also recently added to or reduced their stakes in TSLA. Vanguard Group Inc. grew its stake in Tesla by 1.8% in the 2nd quarter. Vanguard Group Inc. now owns 251,390,681 shares of the electric vehicle producer's stock worth $79,856,764,000 after buying an additional 4,502,976 shares in the last quarter. Geode Capital Management LLC grew its position in Tesla by 2.0% in the second quarter. Geode Capital Management LLC now owns 64,767,993 shares of the electric vehicle producer's stock worth $20,480,477,000 after acquiring an additional 1,269,304 shares in the last quarter. Norges Bank bought a new position in Tesla in the second quarter valued at $11,839,824,000. Legal & General Group Plc raised its position in Tesla by 5.9% during the second quarter. Legal & General Group Plc now owns 20,225,098 shares of the electric vehicle producer's stock valued at $6,424,705,000 after purchasing an additional 1,134,678 shares in the last quarter. Finally, Amundi lifted its stake in Tesla by 20.4% during the second quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock worth $6,374,284,000 after purchasing an additional 3,422,270 shares during the last quarter. Institutional investors own 66.20% of the company's stock. Tesla Trading Down 3.8% Shares of TSLA opened at $406.01 on Thursday. The company has a quick ratio of 1.77, a current ratio of 2.16 a...

Source: Bloomberg, 7:22

澳洲政府宣布出售67個舊軍營，減輕維修開支，並把賣地所得收入，用來加強防衛設施。 早前公布的澳洲國防審計報告建議，出售68個殘舊和閒置軍營。政府接納建議，決定出售當中67個，唯一保留的是悉尼北部的海軍潛水學校。 審計報告指軍方是澳洲最大地主之一，坐擁300萬公頃國防用地，相當於整個比利時的國土面積。但當中許多軍營已沒有實際需要，而且佔用寶貴的城市土地，加上不少設施嚴重老化，不值得花錢維修。 而售賣這批軍營，可以為政府節省每年相當於五億港元的維修開支，並可獲得折合150億港元的賣地收入。不過當中四成款項，需用作搬遷費用和環境修復，實際可得約為90億港元。 國防部長馬爾斯表示，舊軍營土地可建屋，或用作文娛康樂設施，讓公眾有機會參觀這些具歷史價值的舊建築。 澳洲國防部長馬爾斯說：「這些建築的遺產價值不屬於澳洲軍隊或國防部，它屬於澳洲人民。但現時人民不能參觀這些地方，它們被高牆圍阻。」 他說現時澳洲的國防重點是防衛北方，而出售南方軍營的收入，將用來加強北部的防衛建設。

格隆汇2月5日｜据中国国家铁路集团有限公司，截至2月5日8时，铁路12306已累计发售春运火车票1.12亿张。据统计，2月5日全国铁路预计发送旅客1185万人次，计划加开旅客列车1004列。2月4日，全国铁路发送旅客1117.4万人次，运输安全平稳有序。

文章提及标的 广东建工 -- 储能 -- 能源 -- 广东建工（002060）公告，下属子公司广东粤水电能源（850101）投资集团有限公司的全资子公司阿瓦提县粤水电能源（850101）有限公司投资建设的阿瓦提粤水电20万千瓦/80万千瓦时构网型储能（885921）项目并网运行。

巴拿馬最高法院日前撤銷長和持有的巴拿馬運河港口合約。巴拿馬總統穆利諾稱，尊重司法裁決，又不滿中方作出的威脅。外交部表示，中方將堅決維護中國企業的合法權益。 巴拿馬最高法院上周四裁定，長和旗下巴拿馬港口公司持有的巴拿馬運河港口合約違憲失效。港澳辦周二發表評論文章，指責巴拿馬選擇屈服於外部壓力，呼籲巴拿馬當局認清形勢，否則將在經濟和政治層面上為此付出沉重代價。 巴拿馬總統穆利諾周三在社交平台發文指，強烈反對中方作出的威脅，稱會尊重獨立司法機關的裁決，並強調巴拿馬是維護法治的國家，巴方外交部將就此發聲明並採取相應決策。 在北京，外交部表示，中方將堅決維護中國企業的合法權益。 外交部發言人林劍說︰「日前中國國務院港澳事務辦公室發布文章指出，巴拿馬最高法院的有關裁決罔顧事實、背信棄義，嚴重損害中國香港企業的合法權益，強調中國政府堅定維護中國企業的正當合法權益。」 長和旗下巴拿馬港口公司，已就有關裁決提起仲裁。有專家預計，一旦仲裁程序開始，聽證會將會在巴黎和紐約以外的地方舉行。分析認為，長和可能會透過法律程序來爭取時間，以尋求更廣泛的港口交易替代方案。 涉及特許經營權風波的港口，是巴拿馬運河五個港口當中，首尾兩端的巴爾博亞港和克里斯托瓦爾港，在新的特許經營權完成公開招標前，它們將暫時由丹麥航運巨頭馬士基集團接管營運。

格隆汇2月5日｜欧盟最高法院周四裁定，欧盟成员国有权在其领土上禁止种植转基因作物。此前，一位意大利农民不顾该国禁令种植了孟山都公司的MON810转基因玉米。意大利当局责令该农民销毁作物，并处以5万欧元罚款。这位农民向意大利法院提起诉讼，对禁令和罚款提出质疑。意大利法院随后寻求欧盟法院就"该禁令是否违反欧盟货物自由流动原则、企业经营自由原则以及非歧视与相称性原则提供法律意见。欧盟法院裁定，该程序不违反欧盟法律。该程序未违反相称性原则，也未对不同欧盟成员国的农民构成歧视。法院认为禁令不构成对货物自由流动原则的侵犯，因其并未阻止转基因产品进口，也未限制消费者购买此类产品。

意大利著名景點羅馬許願池，周一起向近距離參觀的遊客，收取2歐元入場費，折合約18港元。 羅馬許願池正式名稱為特雷維噴泉，是意大利文三岔路的意思，噴泉前面有三條道路向外延伸，因而得名。 噴泉由意大利建築師薩爾維設計，但他在噴泉建成前去世，由建築師帕尼尼等人接手，歷時約30年，於1762年建成。巴洛克建築風格的噴泉，以羅馬神話中海神戰勝歸來為題材。 噴泉中心站在海貝中間的是海神，祂腳下有兩匹駿馬和人魚雕像，海神的左右各有一個女神，在類似凱旋門的背景牆頂部，還有四個女神各持不同的神器，象徵著四季。 不少電影都曾在這裡取景，包括《金枝玉葉》，而電影《羅馬之戀》更開啟了向噴泉投幣許願的傳統。 每日向羅馬許願池擲的硬幣，能為當地慈善機構貢獻過千歐元，為許願池的傳奇故事增添慈善色彩。 點擊重溫其他集數

英国政府当地时间4日宣布，将与 微软 、科研学者及行业专家携手开发一套在线深度伪造(deepfake）内容检测系统，同时该国正着手制定相关标准，以应对这类由人工智能生成的有害、具有欺骗性的内容。 尽管经过篡改的内容在网络上传播已有数十年，但随着ChatGPT等生成式人工智能聊天机器人的推出，这类技术被快速普及应用，也让人们对深度伪造内容的传播规模、逼真程度的担忧持续加剧。 英国近期已将制作非自愿私密图像的行为列为刑事犯罪，此次该国还在打造一套深度伪造检测评估框架，为各类检测工具和技术的效果评估设立统一标准。英国科技大臣莉兹·肯德尔在声明中表示：“犯罪分子正将深度伪造技术当作违法工具，实施针对公众的诈骗、侵害女性和女童权益的行为，还在不断动摇人们对所见所闻信息的信任。” 英政府称，该深度伪造检测评估框架将针对性虐待、诈骗、身份冒充等现实中的违法犯罪威胁，对各类检测技术开展实战化测试，以此评估相关技术如何识别、分析并检测有害深度伪造内容——且检测范围将不受内容来源限制。 英政府表示，这一框架能帮助政府和执法部门精准掌握当前深度伪造检测技术仍存在的技术短板，同时也将为各行业制定清晰、统一的深度伪造检测标准要求。 英政府公布的数据显示，2025年网络上传播的深度伪造内容预估达800万条，而2023年这一数字仅为50万条，两年间呈现爆发式增长。 生成式人工智能技术发展日新月异，各国政府和监管机构均难以跟上其发展步伐；而今年埃隆·马斯克旗下的Grok聊天机器人被曝出可生成包含儿童在内的非自愿性化图像，这一事件直接推动各国政府加快出台应对举措。 目前，英国通信监管机构和隐私监管机构正分别对Grok聊天机器人展开相关调查。 责任编辑：刘明亮

(RTTNews) - Dingdong (Cayman) Ltd. (DDL), a China-based fresh grocery e-commerce company, on Thursday said it has entered into a definitive agreement to sell its China business to Meituan (3690.HK, MPNGY, 83690.HK) for cash of up to $717 million. Under the agreement, the company will sell all issued and outstanding shares of Dingdong Fresh Holding Ltd., its wholly owned subsidiary that holds all of the company's China operations, to Two Hearts Investments Ltd., a wholly owned subsidiary of Meituan. The transaction is based on the balance sheet as of December 31, 2025, assumes Dingdong receives up to $280 million in cash from the China business prior to closing, while ensuring a remaining net cash of at least $150 million. The purchase price will be paid in cash in two tranches, with 90% payable at closing and the remaining 10% payable after settlement of applicable transaction-related taxes. The company said it plans to convene an extraordinary general meeting for shareholders to vote on the deal. During the period between signing and closing, operating profits or losses of the China business will accrue to Meituan. The agreement includes a five-year non-compete and non-solicitation covenant covering the fresh grocery e-commerce business in Greater China, as well as a no-shop clause restricting Dingdong from soliciting alternative offers. The agreement also includes termination fee provisions, including a $150 million fee payable by Meituan if it fails to complete the transaction despite satisfaction of key conditions, and a $75 million fee payable by Dingdong under certain circumstances. Meituan closed trading 1.96% higher at CNY 83.250 on the Hong Kong Stock Exchange. In the pre-market trading, Dingdong is 2.19% higher at $3.2600 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.

FRANKFURT, Feb 5 (Reuters) - Germany's cartel office has prohibited Amazon from imposing price caps on ​online retailers in its German marketplace and for ‌the first time claimed several million euros that it said ‌the U.S. firm obtained through anti-competitive behavior. "Amazon competes directly with other marketplace retailers on its platform," said cartel office president Andreas Mundt. "Therefore, influencing competitors' pricing, even in ⁠the form of ‌price caps, is only permissible in absolutely exceptional cases, such as price gouging," he ‍added. Since Amazon has so far stuck to its price practice, the office is using a new power it gained ​through 2023 reforms to initially demand 59 million ‌euros ($69.54 million) from the Big Tech company. The company has one month to appeal the decision. Rocco Braeuniger, the country manager for Amazon's German site, said the company would appeal "this unprecedented regulatory decision" and continue to ⁠operate as usual. If Amazon is ​now solely obligated to "promote uncompetitive ​or even abusive prices in the store, this will lead to a poor shopping experience," ‍he added. In ⁠a similar case, the German watchdog in October started investigating whether China's Temu is influencing the ⁠pricing of third-party merchants on its e-commerce platform. ($1 = 0.8484 euros) (Reporting ‌by Hakan Ersen and Matthias InverardiWriting by Miranda ‌MurrayEditing by Ludwig Burger)

格隆汇2月5日｜美国财经网站investinglive分析师Giuseppe Dellamotta表示，英国央行预计将维持基准利率不变，投票结果料为7比2，其中丁格拉和泰勒将主张降息25个基点。前瞻指引预计大体不变，市场关注重点将放在个别委员的立场以及代理机构薪酬调查上。预计声明将保留“逐步下行路径”的指引，并新增“对进一步宽松政策的判断将变得更加谨慎”的表述。市场对出现6比3投票结果也存在较高共识，即拉姆斯登也将投反对票，但分析人士认为，前提是代理机构薪酬调查中的工资增速意外走弱。拉姆斯登去年12月曾表示，前瞻性工资增长调查维持在高位令他有所顾虑，并强调自己高度关注代理机构薪酬调查数据。总体而言，这应是一次相对平稳的利率决议，唯一潜在的变数来自代理机构薪酬调查，市场预期工资增速为3.5%。若数据意外上行，可能触发更偏鹰派的重新定价。

Cullen Capital Management LLC raised its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 6.7% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 251,074 shares of the semiconductor company's stock after purchasing an additional 15,698 shares during the quarter. Cullen Capital Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $70,122,000 at the end of the most recent reporting period. Several other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC increased its holdings in Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after buying an additional 1,892 shares during the period. Tyche Wealth Partners LLC increased its stake in shares of Taiwan Semiconductor Manufacturing by 5.0% in the second quarter. Tyche Wealth Partners LLC now owns 1,284 shares of the semiconductor company's stock worth $291,000 after acquiring an additional 61 shares during the period. Joel Isaacson & Co. LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 13.8% during the second quarter. Joel Isaacson & Co. LLC now owns 4,136 shares of the semiconductor company's stock worth $937,000 after purchasing an additional 503 shares during the last quarter. Canopy Partners LLC lifted its position in Taiwan Semiconductor Manufacturing by 3.6% during the second quarter. Canopy Partners LLC now owns 10,576 shares of the semiconductor company's stock valued at $2,395,000 after purchasing an additional 364 shares during the period. Finally, BankPlus Trust Department boosted its holdings in Taiwan Semiconductor Manufacturing by 0.7% in the second quarter. BankPlus Trust Department now owns 8,170 shares of the semiconductor company's stock valued at $1,850,000 after purchasing an additional 53 sha...

格隆汇2月5日｜据央视，俄罗斯外交部2月5日通报称，当日召见了德国驻俄使团团长，作为此前德国驱逐俄罗斯驻德国使馆副武官的回应措施，俄罗斯驱逐了一名德国驻俄罗斯使馆工作人员。通报称，就德国将一名俄罗斯驻德国使馆工作人员列为不受欢迎的人一事，俄罗斯已向德国驻俄使团团长提出强烈抗议，断然否认针对该俄外交官的情报工作指控。目前，德国方面对此暂无回应。

2026 年的春节，中国互联网久违地嗅到了硝烟的味道。 当腾讯宣布拿出10亿元现金红包推广元宝时，很多人恍惚间以为回到了2015 年微信支付“偷袭珍珠港”的除夕夜。 然而，这场看似熟悉的“红包大战”，其内核已截然不同。如果说十年前的红包大战是为了争夺移动支付的入口，那么今天腾讯在元宝上的激进投入，则是一场针对 AI Agent（智能体）进入真实人类社会的AI社交实验。 在大模型竞赛进入“中途岛时刻”的当下 ，社交不再仅仅是人与人的连接。 从硅谷的 Character.ai 到腾讯的元宝派，再到全自动化的 Moltbook，我们正在见证 AI 社交的三种形态分化：逃避式社交、在场式社交与无人式社交。 01 硅谷造梦，腾讯入世 在AI 社交的探索路径上，东西方正在走向截然不同的方向。 硅谷向左，走的是1V1 的“替代性社交”。 硅谷的巨头们虽然拥有最强的大脑（模型），却普遍缺失最关键的躯体（社交关系链）。无论是Meta 的 WhatsApp 还是 Google 的产品矩阵，都缺乏像微信那样将“支付+生活+私聊+工作”熔于一炉的生态土壤。 Meta虽然拥有庞大的用户群，但 WhatsApp 极其强调简洁与端到端加密，功能单一。 Facebook 和 Instagram 偏向媒体属性而非强关系链。Meta 在 AI 上的探索集中在 Llama 模型的开源和 Meta AI 的问答助手，尚未将 AI 深度植入到用户的“支付-生活-私聊”全链路中。 Google 曾多次尝试社交（Google+）均告失败。尽管 Gemini 强大，但 Google 缺乏一个高频的、基于强关系链的 C 端社交入口。Google 的优势在于搜索和工具（Workspace），而非人情世故。 在巨头之外，以Character.ai 为代表的硅谷新贵，核心逻辑是“避世”。它们构建极其逼真的 AI 角色，提供无条件的接纳与陪伴。 Character.ai并不以提供准确事实为首要目标，而是致力于提供一种富有情感和趣味的互动体验。 其模型专门针对对话进行了大量训练，优先考虑对话的娱乐性、连贯性和拟人感， 但也因此有时会出现“幻觉”（即一本正经地胡说八道），平台会在聊天界面醒目提示“Remember: Everything Characters say is made up!”（记住：角色所说的一切都是虚构的）。...

格隆汇2月5日｜贸易商：印度信实工业从贸易商维多手中购买200万桶委内瑞拉石油，用于4月交付。