腾讯控股(0700.HK)：周报 富途牛牛

国内市场综述 缩量整理小幅收涨 周二（2月10日）大盘缩量整理，小幅收涨。截至收盘，上证综指收于4128.37点，上涨0.13%；深成指收于14210.63点，上涨0.02%；科创50上涨0.91%；创业板指下跌0.37%,万得全A成交额共21247亿元，,较前一日有所下降。 行业方面，30个中信一级行业有12个上涨，其中传媒、家电及煤炭涨幅居前，而房地产、食品饮料及商贸零售则跌幅较大，概念方面，谷子经济、断句经济及中文语料库等指数表现活跃。 海外市场综述 美国三大股指收盘涨跌不一，英特尔跌超6% 周二（2月10日），美国三大股指收盘涨跌不一，道指涨0.1%，标普500指数跌0.33%，纳指跌0.59%。迪士尼、家得宝涨超2%，领涨道指。万得美国科技七巨头指数跌0.59%，谷歌跌超1%，脸书跌近1%。英特尔跌超6%。纳斯达克中国金龙指数涨0.87%，禾赛科技涨超6%，再鼎医药涨逾6%。 新闻精要 1.求是网：前瞻布局和发展未来产业 2.市场监管总局批准发布一批重要国家标准 3.上海大都市圈国土空间规划草案公示 4.五部门：加强信息通信业能力建设支撑低空基础设施发展 5.特朗普：若美伊谈判失败或向中东再派一支航母打击群 6.全球重要经济数据发布 风险提示 1.稳增长力度不及预期； 2.地缘冲突升级。

经济要闻 1.中国人民银行：发布《2025年第四季度中国货币政策执行报告》指出，下阶段将继续实施好适度宽松的货币政策，发挥增量政策和存量政策集成效应。灵活高效运用降准降息等多种政策工具，保持流动性充裕和社会融资条件相对宽松。未来将常态化开展国债买卖操作，关注长期收益率的变化。针对市场对银行存款“流失”的担忧，央行分析指出，居民资产配置调整最终会回流到银行体系，并不意味着流动性状况出现较大变化。（资料来源：同花顺） 2.中国人民银行：2月11日以固定利率、数量招标方式开展了785亿元7天期逆回购操作，操作利率1.40%，投标量785亿元，中标量785亿元。同时，以固定数量、利率招标、多重价位中标方式开展了4000亿元14天期逆回购操作。当日750亿元逆回购到期，净投放4035亿元。（资料来源：同花顺） 3.国家统计局：2月11日，国家统计局发布了以2025年为基期的全国居民消费价格指数（CPI）和工业生产者出厂价格指数（PPI）数据，这是本次基期轮换后的首次数据发布。基期轮换是价格指数编制的重要基础性工作，也是国际惯例和通行做法，旨在适应生产、流通、消费领域商品和服务交易结构的新变化，目前我国CPI和PPI每五年进行一次基期轮换。本轮基期，全国CPI调查网点合计约12万家，调查规格品约62万种，与上轮基期相比，调查覆盖范围进一步扩大。经测算，本次基期轮换对CPI和PPI各月同比指数的影响平均约为0.06和0.08个百分点，总体较小。（资料来源：国家统计局） 4.国家统计局：1月份，居民消费需求持续恢复，居民消费价格指数（CPI）环比上涨0.2%，同比上涨0.2%，扣除食品和能源价格的核心CPI同比上涨0.8%。1月CPI同比涨幅有所回落，主要有以下两方面原因：一是春节错月影响，二是国际油价变动导致能源价格降幅扩大。受全国统一大市场建设持续推进、部分行业需求增加及国际大宗商品价格传导等因素影响，工业生产者出厂价格指数（PPI）环比上涨0.4%，连续4个月上涨，涨幅比上月扩大0.2个百分点；同比下降1.4%。（资料来源：国家统计局） 5.工业和信息化部等五部门：发布关于加强信息通信业能力建设、支撑低空基础设施发展的实施意见。意见明确低空基础设施是低空经济发展的重要底座，并提出到2027年，全国低空公共航路地面移动通信网络覆盖率不低于90%，形成不少于10项信息类基础设施标...

核心观点：本周（2月2-8日）在美股AI软件泡沫担忧引发的科技股大跌、及随后的动量抛售等交易因素造成的流动性冲击下，海外权益、大宗商品和比特币等资产经历剧烈波动。我们认为，近期资本市场的流动性冲击更多来自交易层面，而海外宏观基本面和广义流动性环境并未有显著变化，这意味着部分资产存在被流动性冲击“错杀”的可能。关注下周公布的1月美国非农就业和CPI数据，我们预计二者均存在上行风险，令本周略有升温的美联储鹰派预期再度面临回调。 宏观量化经济指数周报20260208：预计2026年1月贷款温和增长、社融小幅同比多增 节前经济供需两端基本符合季节性特征 金融产品周报20260207：海外市场流动性有企稳迹象，情绪或会好转 市场行情展望：（2026.2.9-2026.2.13）观点：海外市场流动性有企稳迹象，情绪或会好转。2月整体走势判断：2026年2月，宏观择时模型的月度评分是0分，历史上该分数万得全A指数后续一个月上涨概率为78.57%，平均涨幅为3.37%。叠加日历效应中财报预告的结束，我们对2月A股大盘走势持乐观的观点。本周A股的成交量在逐渐缩小，一方面是临近春节，资金有一定的止盈压力；另一方面是市场短期处于混沌期，没有明确持续性的主线。因此市场呈现的特点就是快速轮动，投资难度较大。ETF资金流数据表明，我们持续关注的化工ETF、电网设备ETF等，基金规模仍在持续性增加。而通信ETF本周则规模减少较多，但从资金净流出的数据来看，ETF方面的资金主动净流出金额并不算多，规模减少主要来自于权重股的调整和资金流出。结合海外市场的表现（美股、商品、币圈等），我们认为A股在一定程度上也受到了海外流动性的冲击，尤其是科技成长股近期再次受到了AI泡沫论的影响。但在2月6日，我们可以观察到美股、贵金属、币圈等均发生了较大幅度的反弹，流动性有企稳的迹象。因此我们认为后续A股市场也不妨乐观一些。如果贵金属企稳，美股科技重新恢复上涨态势，A股或会再次出现具有持续性的投资主线。 基金配置建议：根据我们上述行情研判，我们认为后续市场可能会处于短期震荡的行情。因此从基金配置的角度，我们建议进行均衡型的ETF配置。 风险提示：1）模型基于历史数据测算，未来存在失效风险；2）宏观经济及预期；3）发生重大预期外的事件。 宏观点评20260204：商品流动性冲击之后，哪些品种被“错杀”？ 大宗商品市场每...

股市回顾 A股行情：上证指数报4128.37点，上涨0.13%，成交额8822.02亿。深证成指报14210.63点，上涨0.02%，成交额12233.34亿。创业板指报3320.54点，下跌0.37%，成交额5971.29亿。 亚太市场：恒生指数涨0.58%，报27183.15点。恒生科技指数涨0.62%，报5451.03点。国企指数涨0.81%，报9242.75点。日经225指数涨2.28%，报57650.54点。韩国KOSPI指数涨0.07%，报5301.69点。 欧洲市场：英国富时100收跌0.31%，报10353.84点；德国DAX30收跌0.11%，报24987.85点；法国CAC40收涨0.06%，报8327.88点。 美股市场：道指收涨0.10%，报50188.14点；纳指收跌0.59%，报23102.47点；标普500收跌0.33%，报6941.81点。 中概股：中概股多数上涨，纳斯达克中国金龙指数涨0.87%，万得中概科技龙头指数跌0.10%。禾赛科技涨超6%，再鼎医药涨逾6%，华住集团跌超1%，贝壳跌逾1%。 国际要闻 特朗普：若美谈判失败，或向中东再派航母打击群 欧洲议会通过《欧洲气候法》修正案，确立2040年减排等目标 日本18日召开特别国会，进行基于自民党在众议院掌握三分之二以上席位的指名选举 国内要闻 高市早苗称对与中方对话持开放态度，外交部发言人回应：嘴上喊对话、手上忙对抗，如此“对话”没人接受 全国多部门推出健康惠民举措，新增托位15万个 求是网刊文：培育未来产业是高质量发展的必然选择 上海大都市圈规划草案公示，明确2035发展目标 重要公告 中信证券：华夏基金2025年净利润23.96亿元 太阳能：子公司拟以5.27亿元全资收购金华风凌 实朴检测：控股股东拟协议转让8.5%公司股份

一、宏观消息汇总 1.央行：支持更多民营科技型企业、民营股权投资机构发债融资 2.2026年推动所有省份开通职工医保个人账户跨省共济 3.央行：继续实施好适度宽松的货币政策灵活高效运用降准降息等多种政策工具 二、行业最新动态 1.政策倾斜与市场需求共振氢能产业有望进入加速发展期，相关个股：佳电股份(000922)、厚普股份(300471)等 2.大模型轻量化与硬件算力日趋成熟AI端侧或迎规模化放量元年，相关个股：荣旗科技(301360)、水晶光电(002273)等 3.Seedaence2.0对算力需求巨大算力硬件基础设施有望同步受益，相关个股：城地香江(603887)、网宿科技(300017)等 三、上市公司聚焦 1.福莱新材(605488)：选择压阻式技术路线主要基于其具有较高的性价比等优势 2.中百集团(000759)：2026年公司聚焦减亏扭亏，制定了相应的目标与落地策略 3.水井坊(600779)：公司正逐步推进序列化产品的市场投放与优化 4.科陆电子(002121)：公司已就出售光明智慧能源产业园相关资产事项签署《意向性协议》 四、市场回顾及展望 2月10日，市场全天窄幅震荡，三大股指涨跌不一，科创50涨近1%。板块方面，传媒板块全天强势，横店影视、上海电影、博纳影业、中国电影、光线传媒等多股涨停；人形机器人概念盘中异动拉升，万向钱潮涨停；创新药板块活跃，万邦德、吉华集团涨停；下跌方面，贵金属板块下挫，晓程科技、湖南黄金跌幅居前；白酒板块集体调整，皇台酒业领跌。总体来看，两市个股跌多涨少，下跌个股超3100只。 截至收盘，沪指报4128.37点，涨0.13%；深证成指报14210.63点，涨0.02%；创指报3320.54点，跌0.37%。 近期A股波动较大，市场悲观情绪弥漫。究其原因：沃什“降息+缩表”倾向引发金融条件紧缩担忧、美股科技龙头巨额资本开支扰动与前期A股权重ETF持续被抛售交织助推了交易波动和信心走弱，加之临近春节长假观望情绪升温，客观上股市微观结构受到负面冲击。 与当下谨慎共识不同的是，坚决看好中国市场前景，建议持股过节。行业配置上，新兴科技是主线，但价值板块也会有春天。具体看好内需价值、新兴科技和大金融三方面，主题推荐商业航天、机器人、城市更新和内需消费。

核心观点 【市场回顾】 周二，A股窄幅整理，上证指数收涨0.13%，报4128.37点；深证成指涨0.02%，创业板指跌0.37%。沪深两市A股成交额约2.11万亿元人民币，超2100股上涨。申万行业方面，传媒行业领涨，房地产行业领跌；概念板块方面，短剧游戏、Sora概念（文生视频）概念涨幅居前。港股方面，香港恒生指数收涨0.58%，恒生科技指数涨0.62%。美国三大股指收盘涨跌不一，道指涨0.1%，标普500指数跌0.33%，纳指跌0.59%。欧洲股市涨跌不一，亚太股市多数上涨。 【重要新闻】 【工业和信息化部等五部门办公厅（秘书局、综合局、综合司）关于加强信息通信业能力建设支撑低空基础设施发展的实施意见】2月10日，工业和信息化部等五部门办公厅发布关于加强信息通信业能力建设支撑低空基础设施发展的实施意见，总体目标提出要有序推进低空场景通信网络建设，丰富拓展感知技术手段，辅助提升导航定位精度，支撑建设低空智能网联系统，为低空经济发展提供坚实基础。到2027年，全国低空公共航路地面移动通信网络覆盖率不低于90%，多元融合感知方案进一步完善成熟，低空导航服务水平持续提升，研制不少于10项信息类基础设施标准，面向城市治理、物流运输、文旅等领域形成一批典型低空应用场景。 【关于加快招标投标领域人工智能推广应用的实施意见】2月10日，国家发展改革委等部门发布《关于加快招标投标领域人工智能推广应用的实施意见》。总体目标提出要围绕招标投标交易全过程和管理重点环节，按照政府引导、多方参与、场景牵引、安全可控的原则，积极稳妥推进人工智能在招标投标领域的应用，改进招标投标范式，提升服务和监管的数智化水平，为保障公共资源公平高效配置、规范招标投标市场秩序提供有力支撑。2026年底，招标文件检测、智能辅助评标、围串标识别等重点场景在部分省市实现全覆盖应用；2027年底，更多重点场景在全国范围内推广应用，形成一批模型训练、场景应用、机制保障等方面的经验做法，有效促进招标投标市场规范健康发展。 研报精选 IP续作与新题材并行，2026年春节档票房弹性仍在

晨会主题 【重点推荐】 行业与公司 宏桥控股(002379.SZ)深度报告:头部铝企盈利稳健,受益于行业高景气周期 电投绿能(000875.SZ)深度报告:国电投集团唯一绿色氢基能源平台,项目陆续落地发展前景广阔 【常规内容】 宏观与策略 总量专题（首席经济学家团队）:总量专题-运用AI判断投资时钟转到哪了 行业与公司 农业行业周报:农产品研究跟踪系列报告（194）-鸡蛋供应压力较大,奶价低迷或驱动奶牛存栏去化加速 传媒互联网周报:可灵AI3.0发布,春节档有望持续催化AI应用及游戏IP潮玩 机械行业周报:制造成长周报（第46期）-第三代特斯拉人形机器人即将亮相,Spacex收购人工智能公司xAI 电子行业投资策略:半导体2月投资策略：存储价格保持强势,模拟芯片周期向上 哔哩哔哩-W(09626.HK)海外公司深度报告:跨越盈利拐点,AI应用与游戏品类扩张加速商业化价值释放 泡泡玛特(09992.HK)公司快评:2025年全品类销量突破4亿只,持续看好IP势能带动业绩和估值提升 金融工程 金融工程日报:沪指迎6连阳,AI应用表现强势

【今日要点】 【山证非银】行业周报（20260202-20260208）：-修订发行承销监管指引，关注板块投资价值 【山证传媒】年度策略报告-AI应用+IP生态双轮驱动，行业基本面有望持续向好 【行业评论】电力设备及新能源：电新2026年度策略报告-AIDC电源革命创新机，光伏反内卷静待供需拐点 【行业评论】农林牧渔：农业行业周报（260202-260208）-猪价在旺季后或存回调压力 【行业评论】电力设备及新能源：行业周报（20260202-20260208）-SpaceX百万颗卫星系统部署获受理，2025年光伏发电利用率94.8% 【公司评论】()：新股覆盖-爱得科技（920180.BJ）：-国内脊柱类椎体成形系统龙头，受益人口老龄化 【公司评论】天孚通信(300394.SZ)：天孚通信2025年业绩预告点评-业绩符合预期，1.6T光引擎和CPO、NPO产品放量可期 【公司评论】沃尔核材(002130.SZ)：沃尔核材2025年业绩预告点评-产能业绩稳步释放，铜连接龙头市场地位稳固 【行业评论】创新药新格局：从大品种到平台出海，国内商业化全面提速

观点精粹 总量视角 【策略】机构关注度环比回升：农林牧渔、国防军工、家电——机构调研周跟踪-20260210 【金融工程】优选金股30组合的年度回顾及最新持仓——开源量化评论（119）-20260210 【中小盘】再融资政策多措并举，科创再融资大有可为——中小盘策略专题-20260210 行业公司 【化工】成本支撑、需求稳增，蛋氨酸、VE价格底部反弹——维生素氨基酸行业点评报告-20260210 【海外科技】百度集团-SW(09888.HK）AI全栈布局，云+芯+Robotaxi有望驱动价值重估——港股公司深度报告-20260210 【电力设备与新能源】威迈斯(688612.SH）业绩符合预期，海外市场持续放量——公司信息更新报告-20260210

随着延迟的1月份就业报告和CPI数据将于本周公布，市场关注其对降息的影响；CME集团（CME）FedWatch工具显示，在疲弱的劳动力市场信号下，2026年已定价两次降息。 责任编辑：张俊 SF065

Vertiv Holdings Co (NYSE:VRT) is one of the stocks in focus on Jim Cramer’s game plan. Cramer showed neutrality regarding the stock’s price action after its upcoming earnings, as he said: Wednesday, we have some possible blowouts. Let’s start with Vertiv, which makes power and cooling equipment for the data center. Could be a monster quarter, but will anyone care? Depends on the mood of the day, I guess. Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and manages power and cooling systems for data centers and digital networks. The company also provides services to keep these systems running smoothly and efficiently. During the January 20 episode, a caller asked if NVIDIA’s newer chips would affect the company. Cramer replied: No, my understanding is you’re still going to need Vertiv. You’re still going to need Vertiv, which has the Liebert… system that I don’t think they’re going to stay away… Vertiv is going to still be used… and we also think that Eaton’s going to be used. These are all part of this process of getting electricity… and cooling them. So I’m not backing away from any of those. However, understand… this market does not like the data center at this very moment, and all those I just mentioned are data center plays. While we acknowledge the potential of VRT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.

丰田汽车 （TM）周二早盘下跌0.9%，此前该公司表示，2027款汉兰达将作为纯电动三排座SUV首次亮相，配备全轮驱动，扩大其在美国的电动汽车阵容。 责任编辑：张俊 SF065

MDoculus The European Commission has unconditionally approved Alphabet's ( GOOG ) ( GOOGL ) acquisition of cybersecurity startup Wiz for $32B. The Commission concluded that the transaction would raise no competition concerns in the European Economic Area, or EEA. Last year in November, Wiz cleared a U.S. Justice Department antitrust review of its acquisition by the Google-parent. In March 2025, Alphabet said it entered an all-cash $32B deal to acquire Wiz to boost its cloud security offerings. The deal is Google's most expensive acquisition in its history. More on Alphabet Alphabet Stock Is Down... But Not For Long Alphabet: The $70B Profit Machine Alphabet Q4 Takeaway: Doubling Down On Cloud And AI Investments Should Pay Off Alphabet raises $20B from bond sale for AI buildout UK regulator gets commitments from Apple, Google over app store changes

格隆汇2月10日｜英国大曼彻斯特市市长、首相斯塔默的潜在领导权挑战者安迪·伯纳姆表示，他去年关于英国“受制于”债券市场的言论被断章取义了，并坚称他对于国家的愿景将使其成为一个“更具投资价值的标的”。伯纳姆去年九月阐述了自己作为英国执政党工党未来领导人的施政计划，但该计划适得其反。此前他曾表示“我们必须摆脱这种受制于债券市场的局面”，并透露他的计划将需要额外借款400亿英镑（约合546亿美元）。伯纳姆周二在伦敦决议基金会的一场活动上表示，他对市场对其言论的反应感到“不悦”。“在我管理大曼彻斯特十年的情况下，我为什么会说那种话？我并非无视借贷，你不可能无视这一点，”他说，“我从未说过英国应该无视债券市场。我说的是，正是自20世纪80年代以来政客们的决策让我们受制于它们。”

Justin Sullivan/Getty Images News Under Armour’s ( UA ) ( UAA ) turnaround efforts were reflected in better-than-expected Q3 profits, but it might prove more difficult for the sportswear company to grow earnings in FY27, especially given competitive challenges in North America and the need for continued promotions to drive traffic. These factors, coupled with the likelihood for another year of negative free cash flow and with crucial EMEA sales expected to slow due to macro pressures, led Citi Research to view Under Armour’s ( UA )( UAA ) risk/reward skewed to the downside, downgrading the stock to Sell from Neutral. The downgrade weighed on shares, resulting in a loss of as much as 9.5% Tuesday. “It’s tough to see a brand turnaround in North America next year,” said Citi’s Paul Lejuez, and EMEA—previously a bright spot for the company—saw sales slow from high single digits in the first half of 2026 to just 2% in the third quarter. Moreover, Under Armour ( UA ) ( UAA ) plays in a highly competitive environment where stronger brands like Nike ( NKE ), adidas ( ADDYY ) ( ADDDF ), On ( ONON ), HOKA ( DECK ), and Salomon ( AS ) will likely be prioritized by Under Armour’s ( UA ) ( UAA ) key retail partners, he adds. “While order books suggest UAA is not seeing the same shelf space losses that hurt their North American wholesale business in FY26, UAA will need to prove their brand is resonating with the consumer before key retailers like DICK’s Sporting Goods and JD Sports look to meaningfully plan their UA business up,” Lejuez says. Essentially, Lejeuz views Under Armour ( UA ) ( UAA ) as poorly positioned to navigate a difficult macro period, and while it is currently enjoying better success in international markets, upside to the company’s share price is limited without growth in its North American markets. More on Under Armour Under Armour: Sell The Spike Under Armour, Inc. (UAA) Q3 2026 Earnings Call Transcript Under Armour: The Turnaround Is Increasingly Distant (R...

(RTTNews) - Stock of Quest Diagnostics Inc. (DGX) is moving up about 7 percent during Tuesday morning trading following the announcement of its fourth-quarter financial results, reporting earnings of $245 million, or $2.18 per share, compared to $222 million, or $1.95 per share, last year. The company's shares are currently trading at $204.88 on the New York Stock Exchange, up 7.29 percent. The stock opened at $191.90 and has climbed as high as $205.72 so far in today's session. Over the past year, it has traded in a range of $157.20 to $205.72. The company's revenue for the period rose 7.1% to $2.806 billion from $2.621 billion 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.

Duke Energy has signed deals with Microsoft and Compass to power expansive data center complexes under construction in North Carolina as the artificial intelligence boom supercharges the demand for electricity. Those two agreements combined with another undisclosed tech customer increase the utility’s data center contracts to 4.5 gigawatts from 3 gigawatts, according to the company’s fourth-quarter earnings presentation . A gigawatt is roughly the output of one traditional nuclear reactor. “We have a lot more in the hopper as well,” Chief Executive Officer Harry Sideris said on Bloomberg Television. Terms of the Microsoft and Compass agreements weren’t disclosed. Duke shares rose as much as 1.1% in New York Tuesday. The fast-paced build-out of US data centers has transformed the energy industry, with companies that sell electricity benefiting from the rapid increase in demand for their product. Compass Datacenters LLC , a digital infrastructure operator, is backed by Brookfield Asset Management Ltd. and KKR & Co. Duke Chief Financial Officer Brian Savoy said contracts with big tech firms protect the utility’s existing customers from paying for new infrastructure, touting provisions for minimum billing and refundable payments for new transmission lines required by data centers. “That keeps other customers from subsidizing these projects while they’re under construction,” he said.

美航工会向CEO施压 2026-02-10 23:57:17 来源： 同花顺7x24快讯 分享 文章提及标的 美国航空 -- 美国航空（AAL）公司(AAL)周二早盘上涨1.2%，此前该公司空乘人员通过对CEO罗伯特.伊索姆(Robert Isom)的不信任投票，飞行员要求与董事会会谈，因公司利润落后于竞争对手且冬季风暴扰乱运营。(新浪财经)

jcrosemann / Getty Images (jcrosemann / Getty Images) Quick Read Taiwan Semiconductor Manufacturing (TSM) posted record January revenue of $12.7B, up 37% year-over-year on strong AI chip demand. Taiwan Semiconductor lifted capex guidance to $52B-$56B as largest customers have committed to buying all advanced chips it can produce. High-performance computing accounted for 60% of Taiwan Semiconductor’s Q4 revenue, with that mix expected to rise in 2026. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Just three weeks after Taiwan Semiconductor Manufacturing (NYSE:TSM) delivered fourth-quarter results that beat estimates and reaffirmed the durability of AI demand, the world’s leading contract chip manufacturer reported January revenue of NT$401.3 billion ($12.7 billion), representing a 37% year-over-year increase that handily exceeded analyst expectations. Coming on the heels of a record Q4 and full-year 2025, the January print removes any lingering doubt: the AI-driven chip boom is not slowing down. Demand for advanced nodes -- especially 3 nanometer (nm) and 5 nm used in high-performance AI accelerators -- remains insatiable, and the tsunami of orders shows no sign of cresting. What The Numbers Really Mean The $12.7 billion figure is the highest January revenue in Taiwan Semiconductor's history and continues a streak of monthly records that began in mid-2024. High-performance computing -- almost entirely AI-related -- accounted for roughly 60% of revenue in Q4, and management has guided for that mix to rise further in 2026. The pure play foundry reiterated its full-year 2026 outlook for roughly 30% U.S.-dollar revenue growth and lifted its capital expenditure guidance to $52 billion to $56 billion -- an increase of at least 25% from 2025 and well above the $46 billion consensus estimate just a month ago. The extra spending will fund additional 2 nm and 1.6 nm capacity, n...

Taiwan Semiconductor’s January Sales Show the AI Tsunami Is Still Growing AOL.com

AMD Plunges 11% Post Q4 Earnings: Buy, Sell or Hold the Stock? TradingView

AMD Plunges 11% Post Q4 Earnings: Buy, Sell or Hold the Stock? Yahoo Finance Singapore

Advanced Micro Devices AMD shares have plunged 11% post fourth-quarter 2025 reported on Feb. 3. The company reported non-GAAP earnings of $1.53 per share, which jumped 40.4% year over year and 27.5% sequentially on revenues of $10.27 billion. The top line increased 34.1% year over year and 11.1% sequentially. However, the drop in AMD shares can be attributed to modest first-quarter 2026 guidance. The company now expects revenues of $9.8 billion (+/-$300 million). At the mid-point of the revenue range, this represents year-over-year growth of approximately 32% and a sequential decline of approximately 5%. The revenue guidance includes roughly $100 million of MI308 sales to China. AMD expects year-over-year growth in revenues to be driven by Data Center, Client and Gaming segments and modest growth in the Embedded segment. However, sequential revenue decline is attributed to a seasonal decline in Client and Gaming, and the Embedded segment, partially offset by growth in the Data Center segment. So, what should AMD investors do with the stock? Let’s find out. AMD’s Prospects Suffer From Stiff Competition AMD is facing stiff competition across domains, including AI-powered data-centers, high-performance computing and AI PCs from NVIDIA NVDA, Broadcom AVGO and Intel INTC. AMD shares have jumped 93.9% in the past year, outperforming the Zacks Computer and Technology sector’s 23.5% return. The stock has outperformed Broadcom and NVIDIA, shares of which returned 46.7% and 43.1%, respectively, over the same timeframe. However, Intel has outperformed AMD, with shares jumping 139.5%. AMD Stock’s One-Year Performance Zacks Investment Research Image Source: Zacks Investment Research NVIDIA is benefiting from the strong growth of its newer Hopper and Blackwell GPU platforms. Broadcom is benefiting from strong demand for its networking products and custom AI accelerators. Intel is undertaking various strategic decisions to gain a firmer footing in the expansive AI sector. Capital ...

Advanced Micro Devices AMD shares have plunged 11% post fourth-quarter 2025 reported on Feb. 3. The company reported non-GAAP earnings of $1.53 per share, which jumped 40.4% year over year and 27.5% sequentially on revenues of $10.27 billion. The top line increased 34.1% year over year and 11.1% sequentially. However, the drop in AMD shares can be attributed to modest first-quarter 2026 guidance. The company now expects revenues of $9.8 billion (+/-$300 million). At the mid-point of the revenue range, this represents year-over-year growth of approximately 32% and a sequential decline of approximately 5%. The revenue guidance includes roughly $100 million of MI308 sales to China. AMD expects year-over-year growth in revenues to be driven by Data Center, Client and Gaming segments and modest growth in the Embedded segment. However, sequential revenue decline is attributed to a seasonal decline in Client and Gaming, and the Embedded segment, partially offset by growth in the Data Center segment. So, what should AMD investors do with the stock? Let’s find out. AMD’s Prospects Suffer From Stiff Competition AMD is facing stiff competition across domains, including AI-powered data-centers, high-performance computing and AI PCs from NVIDIA NVDA, Broadcom AVGO and Intel INTC. AMD shares have jumped 93.9% in the past year, outperforming the Zacks Computer and Technology sector’s 23.5% return. The stock has outperformed Broadcom and NVIDIA, shares of which returned 46.7% and 43.1%, respectively, over the same timeframe. However, Intel has outperformed AMD, with shares jumping 139.5%. AMD Stock’s One-Year Performance Zacks Investment Research Image Source: Zacks Investment Research NVIDIA is benefiting from the strong growth of its newer Hopper and Blackwell GPU platforms. Broadcom is benefiting from strong demand for its networking products and custom AI accelerators. Intel is undertaking various strategic decisions to gain a firmer footing in the expansive AI sector. Capital ...

Image source: The Motley Fool. Tuesday, February 10, 2026 at 10 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Michael Jay Sacks President — Jonathan Reisin Levin Chief Financial Officer — Pamela Lyn Bentley Managing Director — Stacie Driebusch Selinger TAKEAWAYS Absolute Return Strategy Gross Rate of Return -- 15% in 2025, driven by multi-strategy composite performance. -- 15% in 2025, driven by multi-strategy composite performance. Infrastructure Strategy Return -- Approximately 11% for the year, cited as the fastest-growing vertical. -- Approximately 11% for the year, cited as the fastest-growing vertical. Fundraising -- $10.7 billion in total capital raised, including $3.5 billion in the fourth quarter, both firm records. -- $10.7 billion in total capital raised, including $3.5 billion in the fourth quarter, both firm records. Fee-Related Earnings -- Increased 11%, with a margin of 44%, 200 basis points higher than 2024. -- Increased 11%, with a margin of 44%, 200 basis points higher than 2024. Adjusted EBITDA -- Up 15% from 2024, reflecting higher performance fees and operating leverage. -- Up 15% from 2024, reflecting higher performance fees and operating leverage. Adjusted Net Income -- Increased 18% from 2024, supported by $68 million in Absolute Return Strategy performance fees. -- Increased 18% from 2024, supported by $68 million in Absolute Return Strategy performance fees. Gross Unrealized Carried Interest -- $949 million, a 14% increase ($113 million) from 2024, with $478 million allocable to the firm. -- $949 million, a 14% increase ($113 million) from 2024, with $478 million allocable to the firm. Assets Under Management (AUM) -- Ended 2025 at $91 billion, representing 14% year-over-year growth and a new high for the company. -- Ended 2025 at $91 billion, representing 14% year-over-year growth and a new high for the company. Fee-Paying AUM -- Rose 12% to $72 billion; contracted not-yet-fee-paying AUM grew 27% to $10 billion. -- Rose ...

Unity Software (U) will not be replaced by AI "world models," and its current valuation does not ref Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

​If you thought 2025 couldn’t get any crazier, the streaming world had one more surprise up its sleeve before the year ended. Netflix, already the largest streaming platform with over 325 million subscribers, took a bold step by acquiring Warner Bros.’ film and television studios, as well as HBO, HBO Max, and other assets. The deal, announced in early December, will bring together some of the most legendary franchises, such as Game of Thrones, Harry Potter, and DC Comics properties, among others, all under one roof. ​The scale of this megadeal has stunned industry observers. Not only is it historic in its size, but it is also predicted to disrupt Hollywood as we know it. We’re here to break down exactly what’s happening with the Netflix–WBD deal, including the latest developments, what’s at stake, and what could come next. What has happened so far? ​This all started back in October when Warner Bros. Discovery (WBD) revealed it was exploring a potential sale after receiving unsolicited interest from several major players in the industry. For years, WBD has struggled under the weight of billions of dollars in debt, compounded by declining cable viewership and fierce competition from streaming platforms. These financial pressures forced the company to consider major strategic changes, including selling its entertainment assets to one of its rivals. ​The bidding process quickly became competitive. Several major players saw the potential in acquiring the media giant. Paramount and Comcast emerged as serious contenders, with Paramount initially viewed as the frontrunner. Techcrunch event TechCrunch Founder Summit 2026: Tickets Live On June 23 in Boston, more than 1,100 founders come together at TechCrunch Founder Summit 2026 for a full day focused on growth, execution, and real-world scaling. Learn from founders and investors who have shaped the industry. Connect with peers navigating similar growth stages. Walk away with tactics you can apply immediately Save up to $300 ...

《华盛顿邮报》宣布大规模裁员和战略重组，批评者指责其所有者、 亚马逊 （AMZN）创始人杰夫·贝索斯应对该报衰落负责。 责任编辑：张俊 SF065