中非合作论坛事务大使刘豫锡会见埃及驻华大使纳兹米 2026-02-10 16:31:35 来源： 同花顺7x24快讯 分享 2026年2月9日，中非合作论坛事务大使刘豫锡会见埃及驻华大使纳兹米，双方就“中非人文交流年”、中埃关系及共同关心的国际地区问题交换意见。

美国总统唐纳德・特朗普于周一发出威胁，称将阻止一座连接美国与加拿大的新桥开通，理由是他认为加拿大对美国充满敌意。 预计于2026年初通车的戈迪・豪国际大桥，将成为密歇根州底特律市与安大略省温莎市之间唯一一座允许行人与自行车通行的跨境大桥。然而，特朗普的表态却让该项目的前景蒙上阴影。目前美加两国关系高度紧张，他还对马克・卡尼政府表示强烈不满。 特朗普周一晚间在Truth Social平台发文称：“除非美国为加拿大所提供的一切获得全额补偿，且重要的是，加拿大能以我们应得的公平与尊重对待美国，否则我不会允许这座大桥开通。” 他还补充道，针对该项目的谈判将立即启动，并坚称美国“或许至少应拥有这一资产的一半所有权”。 这座横跨底特律河的大桥以已故加拿大传奇冰球运动员戈迪・豪的名字命名，戈迪・豪曾效力于底特律红翼队。大桥于2018年动工，建设资金由温莎-底特律大桥管理局提供，该机构是加拿大政府旗下的一家联邦国有公司。 未来36年，加拿大政府将负责这座大桥的运营、维护以及修缮工作。 特朗普在社交媒体上指出，此前他多次威胁要将加拿大变为美国的第51个州，作为回应，加拿大政府管控的酒类商店下架了波本威士忌等美国产烈酒。 加拿大商会总裁兼首席执行官Candace Laing表示：“无论这一威胁是真的要实施，还是仅为制造持续的不确定性——封锁跨境大桥终究是一种自取灭亡的行为。” 她进一步称：“解决问题的出路不在于破坏现有的贸易通道，而在于进一步搭建沟通的桥梁。” 近几个月来，渥太华与特朗普政府的关系持续恶化。上月，卡尼在瑞士达沃斯世界经济论坛发表煽动性演讲，呼吁小国牵头构建新的世界秩序。这番言论随即引发特朗普的怒火，也让本就脆弱的美加贸易谈判陷入危机。 特朗普在周一的帖文中还抱怨，美国前总统巴拉克・奥巴马曾“愚蠢地”给予加拿大一项豁免权，使其得以规避《购买美国产品法》，无需采用包括美国钢材在内的任何美国产品。 尽管奥巴马政府最初为密歇根州签发了大桥建设所需的总统许可，但特朗普在其第一任期内曾对该项目表示支持。2017年，特朗普与加拿大前总理贾斯廷・特鲁多在一份联合声明中称，两人“期待大桥尽快完工”。据悉，同年特朗普的过渡团队还将该项目列入提交给全美州长协会的基础设施重点项目清单。 特朗普在帖文中还提及另一项不满，即加拿大对美国乳制品进口实施限制措施。加拿大实行关税配额制度，对超出特定配额...

文章提及标的 无锡晶海 -- 原料药 -- 无锡晶海发布业绩快报，2025年营业收入4.06亿元，同比增长19.62%。净利润6273.1万元，同比增长46.39%。报告期内，公司实现营业收入同比增长19.62%，主要系三大业务板块协同发力、共同驱动：1、疫苗培养基业务随着疫情期间客户储备库存逐步消化完毕，市场需求回归常态化并稳步回升；2、食品营养品类业务受益于整体市场需求持续复苏，贡献稳定增量；3、原料药（884143）业务依托流通领域库存消化完毕后的自然增长态势，收入基础进一步夯实。三大板块合力推动公司整体营业收入实现稳健增长。

格隆汇2月10日丨美国国家公路交通安全管理局周二表示，捷豹路虎正在美国召回2,278辆I-PACE纯电动SUV，原因是其高压电池可能过热，从而增加火灾风险。

中共中央政治局委員、外長王毅，將出席本周稍後在德國展開的慕尼黑安全會議。會議主辦方會前發表報告，指世界已步入「破壞性政治」時代，形容徹底的破壞已成為主流，國際秩序正遭到摧毀。 慕尼黑安全會議主辦方，在德國柏林公布《2026年慕尼黑安全報告》，為即將在周五展開一連三日舉行的第62屆慕尼黑安全會議，設定議題方向。 報告主題是「正遭摧毀」，報告認為徹底的破壞已取代審慎的改革和政策修正，成為當今主流。同時質疑，「破壞性政治」能否真正，為惠及廣大民眾的政策鋪平道路，並指當前國際格局正呈現私人利益擠壓公共利益，由區域霸權而非普遍規範主導的趨勢。 報告特別指出，本屆美國政府掙脫現有秩序束縛的意圖最為明顯。 慕尼黑安全會議創始於1963年，前身是以跨大西洋夥伴關係，為重點議題的「國際防務大會」，到現在已發展成為國際戰略，和安全領域的重要年度論壇之一。 在北京，外交部宣布，中共中央政治局委員、外長王毅將於周三訪問匈牙利，並會到德國出席慕尼黑安全會議，在「中國專場」發表演講。 美國國務卿魯比奧，會出席今年慕尼黑安全會議，並同多國代表會晤。外界注視中美代表，在會議期間會晤的可能。

格隆汇2月10日丨在岸人民币兑美元收盘报6.9129，较上一交易日上涨155点。

格隆汇2月10日丨协鑫集成今日涨4.37%，成交额108.08亿元，换手率35.24%，盘后龙虎榜数据显示，深股通专用席位买入3.09亿元并卖出4.62亿元，4家机构专用席位净买入2.37亿元，有2家机构专用席位净卖出3.44亿元。

格隆汇2月10日｜视觉中国今日涨9.99%，龙虎榜数据显示，上榜营业部席位全天成交115160.29万元，占当日总成交金额比例为27.37%。其中，买入金额为63031.75万元，卖出金额为52128.55万元，合计净买入10903.2万元。具体来看，开源证券股份有限公司西安太华路证券营业部、深股通专用分别买入20527.09万元、10458.9万元；深股通专用、中国国际金融股份有限公司上海分公司分别卖出21846.19万元、4807.42万元。此外，机构买入22659.18万元，卖出25473.19万元，合计净出2814.01万元。

格隆汇2月10日｜Canaccord Genuity将渤健的目标价从220美元上调至230美元，维持“买入”评级。(格隆汇)

格隆汇2月10日｜万向钱潮今日涨10.03%，龙虎榜数据显示，上榜营业部席位全天成交135002.4万元，占当日总成交金额比例为31.72%。其中，买入金额为77635.22万元，卖出金额为57367.18万元，合计净买入20268.04万元。具体来看，国泰海通证券股份有限公司上海松江区中山东路证券营业部、深股通专用分别买入13597.66万元、13295.63万元；深股通专用分别卖出29064.58万元。此外，机构买入29075.76万元，卖出28282.7万元，合计净买入793.06万元。

Buongiorno a tutti e benvenuti alle Olimpiadi invernali 2026 – quarto giorno! And it’s another dead busy day in Milan Cortina. We begin our coverage with the downhill aspect of the women’s team combined, a new event that those who enjoyed it yesterday know is a terrific addition; the slalom section comes later in the day. In the meantime, we’ve got the men’s slopestyle final in the freeski, USA’s Alex Hall hoping to retain his title; his mum is from nearby Bologna, so he’ll have family watching, presumably a far scarier proposition than twizzling upside down a million miles in the air. We’ve also got medals being handed out in short track mixed team relay and in a load of cross-country events, biathlon too, after which Bruce Mouat and Jen Dodds compete for bronze in the mixed doubles curling, the only event in which Great Britain have yet to win a medal; they face Italy, who won gold four years ago, with USA v Sweden to follow in the final. Then, this evening, we’ve the final run of the women’s luge, the mixed team normal hill ski jumping, a probable dress rehearsal for the women’s ice hockey final when Canada take on USA – and a whole lot more. Esattamente! Andiamo!

格隆汇2月10日｜通达创智今日跌9.99%，龙虎榜数据显示，上榜营业部席位全天成交9354.44万元，占当日总成交金额比例为41.42%。其中，买入金额为3087.92万元，卖出金额为6266.53万元，合计净卖出3178.61万元。具体来看，浙商证券股份有限公司绍兴分公司分别买入655.39万元；分别卖出。此外，机构买入2432.53万元，卖出6266.53万元，合计净出3834.0万元。

AlexLMX/iStock via Getty Images Current Trends The government hit the debt ceiling back in January which blocked any net new debt from being created from January to June. Once the debt ceiling was lifted, the government wasted no time in catching up for all the months where borrowing was frozen. Over the last 7 months, the government borrowed an incredible $2.28T!! Note: Non-Marketable consists almost entirely of debt the government owes to itself (e.g., debt owed to Social Security or public retirement) Figure: 1 Month Over Month change in Debt January was a very small month, but the chart below shows that $2.3T was borrowed for all of 2025. This follows $2.6T and $2.2T in 2023 and 2024. Needless to say, there seems to be a new standard of $2T+ annual borrowing. This will likely mean adding $10T every 4 years at current rates. More than likely that is going to accelerate going forward. Figure: 2 Year Over Year change in Debt The Treasury has strengthened their cash position to $1T. Figure: 3 Treasury Cash Balance The chart below shows both the maturity of the debt and average interest rate. The blended interest rate has stabilized around 3.1%. More concerning is the average maturity of the debt has dropped to 5.8 years. This is the lowest average rate since 2021. Lower average maturity means the government will have to roll over more debt each year. It increases the risk if the appetite for US debt starts to slow. Figure: 4 Weighted Averages The true danger facing the government is still in the massive interest currently being paid on the debt. It has finally crossed over $1T per year! As shown in the chart, about half of this is concentrated in Notes, which is debt maturing between 2 and 10 years. Figure: 5 Net Interest Expense A lot is unknown about how Warsh will manage interest rates, but assuming only one more cut, combined with the rolling maturity of the debt, we can forecast out the cost of the debt going forward. Again, the Treasury left “debt affordabilit...

bo feng/iStock via Getty Images About this analysis Analysts forecast dividend payments based on companies' prior payment histories, news, guidance, financial metrics estimates, debt levels, capital expense and other considerations. The forecasts are paired with confidence levels that gauge the relative certainty of those predictions. For more information on S&P Global Market Intelligence's dividend forecasting product, email dividendsupport@spglobal.com. Thirty-six publicly traded US real estate investment trusts are projected to increase dividend payouts in the first quarter, according to S&P Global Market Intelligence forecasts. The remaining 100 public REITs included in the analysis are predicted to maintain their dividend payout over the quarter. SL Green's dividend expected to rise the most in Q1 Market Intelligence analysts forecast that office REIT SL Green Realty Corp. ( SLG ) could raise its cash distribution by up to 33.3% to a quarterly rate of $1.03 per share in March, the highest potential dividend hike for the first quarter. During the office REIT's Dec. 5, 2025 investor presentation, SL Green's CFO, Matthew DiLiberto, said the REIT will be returning to a "more typical quarterly dividend payment" after the REIT moved to a monthly payment during the COVID-19 pandemic. In its most recent earnings release on Jan. 28, the REIT confirmed that beginning in fiscal year 2026, ordinary dividends will be declared and paid quarterly rather than monthly. The dividends will also continue to be paid in cash. Industrial-focused First Industrial Realty Trust Inc. ( FR ) announced during its earnings release on Feb. 4 that the REIT will be raising its quarterly dividend rate by 12.4% to 50 cents per share for the quarter ending March 31. "On the strength of the performance of our platform and our outlook, we increased our dividend rate by 12.4%," said First Industrial Realty Trust President and CEO Peter Baccile. "Despite a volatile leasing market in 2025 impacted by ...

Germany's "Recovery" Is Just Debt-Fueled Military Orders Submitted by Thomas Kolbe Friedrich Merz finally has a positive headline. In December, industrial orders surged. But behind the costly statistical recovery lies nothing more than the buildup of a debt-financed defense sector. It took some lead time, but the Chancellor now finally has a success story. For December 2025, Germany’s Federal Statistics Office reported a 7.6% month-on-month jump in industrial orders . November had already provided a first boost with a rise of over 5%—right in the midst of a severe economic crisis. Industrial production , meanwhile, fell 1.9% in December, sliding back into negative territory—a fact largely lost in the media’s cheerleading. That the once-proud German automotive industry saw a 6.3% drop in orders also barely registered amid the general sigh of relief. But once you dissect the data and strip out large orders, a very different picture emerges. The apparent surge in orders shrinks to a mere 0.9%. What happened? Experience shows that this comes from “Other Vehicle Manufacturing,” which jumped roughly 9.5%. This category is dominated by defense equipment. In short: the federal government’s debt-financed special fund has found its way into German military production. Or put differently: the government can now take a public victory lap after plunging citizens into massive debt to generate a short-term statistical effect in the super-election year 2026. Nobody wants to appear a total failure. What is celebrated as an economic turnaround is in reality a statistical masking of the transition from market-based order to a debt-fueled administrative economy. The military buildup is basically the last gasp of a policy that, in stubborn Keynesian mode, keeps trying to replace the gaps in Germany’s industrial economy with a “managed economy.” This strategy ties up resources and personnel, diverting exactly the capital needed for real investment under better conditions. Goods are produ...

格隆汇2月10日丨上海机场(600009.SH)公告称，公司决定与上海机场（集团）有限公司签订《浦东机场T3航站楼北旅客过夜用房租赁合同》，向其租赁浦东机场四期酒店等相关资产，租赁金额合计约为5.85亿元（不含税）。本次交易构成关联交易，未构成重大资产重组，无需提交股东会审议。

财联社2月10日讯（编辑 胡家荣） 今日港股市场延续震荡格局，三大指数集体收涨。截至收盘，恒生指数涨0.58%，报27183.15点；科技指数涨0.62%，报5451.03点；国企指数涨0.81%，报9242.75点。 注：恒生指数的表现 尽管今日市场集体收涨，但是东吴证券于近日指出，港股短期考验尚未完全结束，需要持续观察海外风险以及国内AI催化。如果春节前后国内AI超预期，港股有望和A股一起躁动。 招商证券还指出，当前恒生科技估值已处于历史低位，配置价值凸显。基于六大核心因素分析，他们坚定看好恒生科技板块后续表现，建议投资者把握逢低布局机会，持股过节。 今日市场 从市场表现来看，AI应用、影视、医药、电力设备股走强，而教育、餐饮等部分个股走弱。 Seedance2.0引爆AI视频革命 阅文集团涨超15% 截至收盘，阅文集团(00772.HK)涨15.41%、智谱(02513.HK)涨14.81%、阜博集团(0738.HK)涨14.44%。 消息方面，近日，字节跳动旗下Seedance2.0视频模型进行内测，小云雀app可体验Seedance2.0，Seedance2.0fast即将上线。 Seedance2.0支持生成5到15秒的单段视频，通过配合自研的分镜工作流，可制作出一段包含多角度拍摄、角色对话且带字幕内容。 开源证券研报指出，Seedance2.0的推出或标志着AI影视领域的“奇点”时刻，有望在AI漫剧、AI短剧等短内容创作中率先实现规模化应用。 AI赋能消费场景 大麦娱乐领涨 截至收盘，大麦娱乐(01060.HK)涨6.12%、柠檬影视(09857.HK)涨5.42%、稻草熊娱乐(02135.HK)涨3.75%。 消息方面，通义千问APP自2月10日起正式接入大麦网，推出“一句话买电影票”智能服务，实现影片推荐、智能选座至支付出票的全流程自动化。此举标志AI大模型在文娱消费端实现关键落地，显著优化用户体验，引发市场对影视产业链数字化升级的积极预期。 投融资回暖叠加业绩预喜 维亚生物涨超5% 截至收盘，维亚生物(01873.HK)涨5.26%、药明生物(02269.HK)涨4.65%、药明康德(02359.HK)涨4.14%。 消息面上，2025年药明康德净利润预计同比增加103%，泰格医药同比增加105-204%。全球生物医药投融资数据在2025年开始回...

财联社2月10日讯（编辑 童古） 以下为各家机构对港股的最新评级和目标价： 海通国际：维持信达生物买入评级 海通国际就信达生物(01801.HK)发布研报称，公司与礼来达成第七次全球战略合作，获得3.5亿美元首付款及最高85亿美元里程碑款，聚焦肿瘤与免疫领域创新药研发，信达主导中国临床概念验证并保留大中华区全部权益，彰显其早期研发能力获国际巨头高度认可，财务安全垫显著增厚。 中信证券：维持信达生物买入评级 中信证券就信达生物(01801.HK)发布研报称，公司与礼来再度合作，依托成熟抗体平台与高效临床能力主导早研至II期验证，交易结构体现MNC对其源头创新能力的深度信任；叠加2025年产品收入预增45%、17款药物商业化落地及多项III期管线推进，全球化与商业化双轮驱动逻辑持续强化。 群益证券：维持信达生物买进评级 群益证券就信达生物(01801.HK)发布研报称，公司与礼来第七次合作采用“中国PoC+全球开发”新模式，突破传统授权局限，凸显研发实力获国际持续认可；2025年产品收入预计达119亿元、同比增长45%，玛仕度肽等综合管线快速放量，肿瘤与免疫协同效应加速兑现。 中金公司：维持锅圈跑赢行业评级 目标价4.90港元 中金公司就锅圈(02517.HK)发布研报称，公司2H25同店增长稳健，26年开店节奏加速且乡县市场占比超半；大店调改提升营收能力，新模型“锅圈小炒”以机器人现场加工+线上预订切入社会餐饮，客单价为同业一半，供应链复用支撑快速复制，单店模型验证后有望打开第二增长曲线。 中金公司：维持科伦博泰生物-B跑赢行业评级 目标价550港币 中金公司就科伦博泰生物-B(06990.HK)发布研报称，TROP2 ADC芦康沙妥珠单抗获批2L+ HR+/HER2-乳腺癌新适应症，PFS达8.3个月（vs化疗4.1个月），OS趋势显著；2026年将迎来商业化放量、前线拓展（1L BC/NSCLC）及FDA优先审评三大催化，全球商业化空间广阔。 国海证券：维持四环医药买入评级 国海证券就四环医药(00460.HK)发布研报称，公司2025H1扭亏为盈，医美板块收入同比增81.3%至5.85亿元，乐提葆、铂安润、童颜针、少女针等产品矩阵完善；仿制药承压但创新药放量提速，轩悦宁已上市，费用优化推动净利率显著修复，医美+创新药双轮转型成效显现。 光大证券：首次覆盖遇见小面...

财联社2月10日讯（编辑 黄君芝） 上周科技股抛售潮震动了华尔街，也提醒投资者，人工智能（AI）热潮是一把双刃剑，无休止的热情不再能让所有公司都受益。 本次调整对软件股的打击最为严重，但也波及到了更广泛的科技板块。主要股指已基本从上周的抛售潮中反弹，但投资者仍然对接下来可能发生的下跌感到担忧。 不过， 据Futurum Group首席执行官兼首席分析师Daniel Newman称，此次抛售是“一次健康的、迟来的轮动”。 Futurum是一家旗下拥有多家公司的集团，这些公司拥有顶尖的技术分析师，为企业高管提供洞察分析和市场研究。 “不要被炒作蒙蔽，要关注增长和制约因素，”他补充道。 Newman还分享了以下框架来识别AI热潮中的赢家和输家： 1.寻找那些真正能转化为收入的AI支出。 并非所有投资人工智能的公司都能获得回报。尽管华尔街许多人将此归因于这项新兴技术尚处于早期阶段，但Newman强调，应该重点关注那些已经因AI显著提升营收的公司。 “企业需要证明，今年超大规模数据中心运营商投入的超过4700亿美元正在产生回报。那些做到这一点的企业将会获得回报。”他补充道。 Newman以亚马逊和微软为例，指出人工智能支出通过这两家科技巨头的云业务AWS和Azure推动了收入的实际增长。 2.自行研发芯片的公司具有优势。 Newman指出，自主研发芯片的公司在竞争中更具优势。他进一步解释称，产能限制主导着人工智能领域的竞争，芯片需求远超供应。亚马逊、Alphabet和微软都在研发各自的定制人工智能芯片。 他强调，拥有自研芯片的公司将受益于产能优势和垂直整合，这为它们创造了更高的利润率。 3.企业货币化占据主导地位 Newman指出，那些在人工智能投资方面取得成功并获得回报的公司，大多专注于企业级产品和服务。这些公司包括云超大规模企业Alphabet、微软和亚马逊，以及深受散户投资者青睐的Palantir。 尽管引发上周抛售潮的担忧情绪依然存在，但一些软件公司正在实现企业级盈利。Newman特别指出ServiceNow和IBM是“推动智能体AI工作流程和代币消费的公司”。 4.物理人工智能有望成为下一个前沿领域。 Newman提到，埃隆·马斯克在特斯拉最近一次财报电话会议上告诉特斯拉投资者，其人形机器人Optimus有望创造高达10万亿美元的长期收入。 他进一步表示，物理人工智...

文章提及标的 上海机场 -- 上海机场（600009）公告，公司决定与上海机场（600009）(集团)有限公司签订《浦东机场T3航站楼北旅客过夜用房租赁合同》，向其租赁浦东机场四期酒店等相关资产，租赁金额合计约为5.85亿元(不含税)。本次交易构成关联交易，但未构成重大资产重组。

格隆汇2月10日｜据上海规划和自然资源局，《上海大都市圈国土空间规划(2025—2035年)》目前已形成规划草案，这是全国首个跨省域都市圈国土空间规划。规划草案中明确，上海大都市圈范围包括江苏省苏州市、无锡市、常州市、南通市、盐城市、泰州市，浙江省杭州市、宁波市、湖州市、嘉兴市、绍兴市、舟山市，安徽省宣城市，共14座城市。 上海市国民经济和社会发展第十五个五年规划纲要中要求，深化都市圈同城化发展机制，并明确推进上海大都市圈建设，加快形成多节点、组团式都市圈架构，推动毗邻地区功能有序布局，促进有条件的城市同城化发展，共同建设通勤圈、产业圈、生活圈。

AI应用概念股集体大爆发，近日字节跳动旗下Seedance2.0视频模型进行内测，并在网络上引发热烈讨论。与此同时，豆包正式官宣，除夕当晚将通过央视春晚送出超过10万份科技好礼，以及最高8888元新春现金红包。 2月10日，A股全天震荡盘整，沪指小幅上涨，实现六连阳，创业板跌近0.4%，北证50指数盘中跌超1%。AI应用概念股集体爆发，短剧游戏、影视院线方向上演涨停潮，AI算力、创新药等板块盘中活跃，光伏产业链、大消费板块集体调整。 港股早盘高开高走，恒指、恒科指双双涨超1%，盘中涨幅收窄，午后维持震荡上涨势头，AI大模型异动拉动，智谱大涨超16%，盘中一度涨超24%，股价再创历史新高。生物科技板块反弹，恒生生物科技指数涨超2%，创新药板块拉升。 债市方面，国债期货震荡走高。商品方面，国内商品期货分化，基本金属涨幅居前，能源期货走高，焦煤、焦炭等下跌。 A股 ：截至收盘，沪指涨0.13%，深成指涨0.02%，创业板指跌0.37%。 盘面上，个股跌多涨少，沪深京三市近3000股飘绿，今日成交2.12万亿。沪深两市成交额2.11万亿，较上一个交易日缩量1400余亿。板块方面，AI应用题材爆发，短剧影视、虚拟人、文化传媒、网络游戏方向普涨；AI算力、稀土、人形机器人、创新药概念股活跃。光伏、大消费板块回调。 港股 ：恒生指数收涨0.58%，恒生科技指数涨0.62%。 医药生物板块大涨，石药集团涨逾5%，信达生物、药明生物、药明康德涨逾4%。文化传媒板块活跃，阅文集团涨逾15%。 债市 ：国债期货震荡走高，截至收盘，30年期主力合约涨0.01%，10年期主力合约涨0.01%，5年期主力合约持平，2年期主力合约持平。 商品 ：国内商品期货涨跌不一，截至收盘，基本金属涨幅居前，沪锡涨3.33%；能源品全部上涨，原油涨2.17%；贵金属涨跌参半，沪银涨1.97%；航运期货跌幅居前，集运指数(欧线)跌4.57%；黑色系多数下跌，焦炭跌1.71%；新能源材料多数下跌，工业硅跌1.53%；油脂油料多数下跌，棕榈油跌0.69%。 AI应用集体大爆发，短剧游戏、影视院线狂掀涨停潮 AI应用主线集体大爆发，短剧游戏、影视院线板块上演涨停潮，光线传媒20cm涨停，华策影视、幸福蓝海涨超10%，中国电影、上海电影、博纳影业等10余股涨停。 文化传媒相关ETF大爆发，两只影视ETF触及涨停，创历史...

2月10日周二，全球股市在科技股反弹的推动下续创历史新高，市场对人工智能巨额支出的担忧有所缓解。 欧股集体高开，欧洲斯托克50指数开盘涨0.03%，德国DAX指数涨0.01%，英国富时100指数涨0.04%，法国CAC40指数涨0.17%，意大利富时MIB指数涨0.06%。开云集团欧股上涨14%，为2020年以来最大涨幅。 隔夜美股的表现也为亚洲市场提供了支撑。台积电夜盘涨超3%，台积电1月销售额同比增长36.8％。随着科技股在经历上周的人工智能（AI）抛售潮后企稳反弹，标普500指数和纳斯达克指数分别上涨0.5%和0.9%。然而，美股期货在周二亚洲时段略显疲态，标普500电子迷你期货微跌0.1%，显示出短期反弹后的动能衰竭迹象。 尽管股市情绪高涨，但大宗商品市场和汇市却呈现出不同的图景。随着美元指数在经历了周一的大幅下跌后企稳，黄金和白银价格显著回落，原油价格也因仓位调整而微跌。投资者目前的焦点正逐渐转向本周晚些时候将公布的美国零售销售、通胀及就业数据，以进一步研判美联储的政策路径。 标准普尔500指数期货上涨0.47%，纳斯达克100指数期货上涨0.7%。 欧股集体高开，欧洲斯托克50指数开盘涨0.03%，德国DAX指数涨0.01%，英国富时100指数涨0.04%，法国CAC40指数涨0.17%，意大利富时MIB指数涨0.06%。开云集团欧股上涨14%，为2020年以来最大涨幅。 日经225指数收涨2.3%，报57650.54点。日本东证指数收涨1.9%，报3855.28点。韩国首尔综指收涨0.07%，报5301.69点。 台积电夜盘涨超3%，台积电1月销售额同比增长36.8％。 美国30年期国债收益率为4.836%。2年期国债收益率也下降不到1个基点，至3.475%。 日本40年期国债收益率下跌7.5个基点，至3.74%。日本30年期国债收益率下行6个基点至3.5%。 离岸人民币兑美元涨破6.91关口，为2023年5月来首次，现报6.9094，日内涨57点。 现货黄金下跌1%至每盎司5,016.56美元，现货白银日内跌超3%，现报80.67美元/盎司。 原油方面WTI原油期货下跌0.1%至每桶64.15美元。 以太坊跌破2000美元，日内跌超5%。 科技股企稳 AI支出担忧缓解 在上周大幅抛售后，股市显示出企稳迹象，投资者越来越关注企业在人工智能领域的支出规模...

AMD hires Salesforce CMO AMD has named Ariel Kelman from Salesforce as its new chief marketing officer and senior VP, effective immediately. He will lead the global marketing organization, overseeing brand, communications, events, developer relations and go-to-market strategy. Kelman replaces John Taylor, who stepped down last August after nearly eight years in the role.

HORAN Wealth LLC increased its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 4.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 50,234 shares of the semiconductor manufacturer's stock after buying an additional 2,332 shares during the period. Broadcom accounts for about 2.6% of HORAN Wealth LLC's investment portfolio, making the stock its 6th biggest position. HORAN Wealth LLC's holdings in Broadcom were worth $16,573,000 at the end of the most recent reporting period. Get Broadcom alerts: Sign Up A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in AVGO. Vanguard Group Inc. grew its stake in shares of Broadcom by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer's stock worth $133,261,046,000 after buying an additional 6,222,802 shares in the last quarter. State Street Corp increased its position in shares of Broadcom by 0.5% during the 2nd quarter. State Street Corp now owns 185,276,987 shares of the semiconductor manufacturer's stock valued at $51,071,601,000 after purchasing an additional 873,963 shares during the last quarter. Geode Capital Management LLC raised its holdings in Broadcom by 2.1% during the 2nd quarter. Geode Capital Management LLC now owns 108,610,718 shares of the semiconductor manufacturer's stock valued at $29,827,649,000 after buying an additional 2,226,585 shares during the period. Norges Bank bought a new stake in Broadcom in the second quarter worth $18,579,549,000. Finally, Invesco Ltd. lifted its position in Broadcom by 8.4% in the second quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer's stock worth $10,598,641,000 after buying an additional 2,978,768 shares during the last quarter. 76.43% of the stock is owned by institutional investors. Wall Street Analysts Forecast Growth...

Linscomb Wealth Inc. cut its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 6.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 148,337 shares of the semiconductor manufacturer's stock after selling 9,595 shares during the period. Broadcom comprises approximately 2.1% of Linscomb Wealth Inc.'s portfolio, making the stock its 9th largest position. Linscomb Wealth Inc.'s holdings in Broadcom were worth $48,938,000 at the end of the most recent quarter. Get Broadcom alerts: Sign Up Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Longfellow Investment Management Co. LLC bought a new stake in Broadcom during the second quarter worth $27,000. Teachers Insurance & Annuity Association of America purchased a new position in Broadcom during the 2nd quarter worth $28,000. LGT Financial Advisors LLC bought a new stake in shares of Broadcom in the 2nd quarter worth $31,000. New England Capital Financial Advisors LLC purchased a new stake in shares of Broadcom in the second quarter valued at about $31,000. Finally, JCIC Asset Management Inc. bought a new position in shares of Broadcom during the third quarter valued at about $31,000. 76.43% of the stock is currently owned by institutional investors and hedge funds. Broadcom News Summary Here are the key news stories impacting Broadcom this week: Broadcom Stock Performance NASDAQ:AVGO opened at $343.94 on Tuesday. The business's fifty day moving average is $347.75 and its 200 day moving average is $339.70. The firm has a market cap of $1.63 trillion, a price-to-earnings ratio of 72.26, a PEG ratio of 1.07 and a beta of 1.21. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71. Broadcom Inc. has a 52-week low of $138.10 and a 52-week high of $414.61. Broadcom (NASDAQ:AVGO - Get Free Report) last poste...

Davis Rea LTD. decreased its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 64.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 21,774 shares of the iPhone maker's stock after selling 40,173 shares during the quarter. Apple accounts for 1.3% of Davis Rea LTD.'s portfolio, making the stock its 25th largest position. Davis Rea LTD.'s holdings in Apple were worth $5,544,000 at the end of the most recent quarter. Get Apple alerts: Sign Up Other hedge funds also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in Apple in the second quarter worth approximately $38,942,255,000. Nuveen LLC bought a new position in shares of Apple during the 1st quarter valued at $17,472,482,000. PKS Advisory Services LLC boosted its stake in shares of Apple by 98,917.0% in the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock worth $12,106,000 after buying an additional 57,898,088 shares during the last quarter. Laurel Wealth Advisors LLC grew its holdings in shares of Apple by 20,464.8% in the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock worth $5,553,753,000 after acquiring an additional 26,937,401 shares during the period. Finally, Northern Trust Corp increased its position in Apple by 13.3% during the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after acquiring an additional 20,079,472 shares during the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors. Analyst Upgrades and Downgrades A number of equities research analysts have issued reports on the company. Evercore restated an "outperform" rating on shares of Apple in a research note on Monday, February 2nd. The Goldman Sachs Group restated a "buy" rating and set a $...