甘肅銀川千年古塔「海寶塔」，每逢新年附近一帶都會舉行「海寶福」燈會。 焊製骨架、裱糊綢布，再噴繪色彩。銀川這間廠房內，工人正加緊趕製花燈。不少以「馬」為主題的大型花燈已經就位。 花燈設計師柳旭表示︰「在我身後的就是今年『海寶福』燈會的主燈『飛馬迎賓』。它的高度有8米之高，它的底座最大已經達到了10米。紅色的馬象徵著紅紅火火的新年，象徵著紅紅火火的生活。它的第二層上面我們做了金魚的浮雕，象徵著『年年有餘』。在第三層上面我們做了金元寶，象徵著新年『馬上發大財。』」 花燈廠負責人潘建華指出︰「我們今年的燈展是在中國傳統元素的氛圍裡，加入了一些賽博朋克元素。我們主要是想吸引一些年輕人走入我們的公園，一起來感受濃濃的年味。」 農曆新年期間，這批融合傳統技藝與現代美學的花燈，將在銀川海寶公園陪伴市民度新春。

農曆新年臨近，浙江嘉興有農創園迎來年花產銷旺季，當中蝴蝶蘭最暢銷。 作為長三角地區最大的蝴蝶蘭生產基地，桐鄉這個農創園，每日發出逾萬株蝴蝶蘭，成為許多家庭賀年的選擇。 農創客劉波說︰「像今年的(暢銷款)，就是這個『紫氣東來』蝴蝶蘭。原來的大紅色裡面我們注入了藍色，目前是每天應該有走到一兩千株了，包括暈染的蝴蝶蘭，是我們今年推出的新品。」 園區內的大棚，運用科技控制好溫度和濕度。 崇福農創園運營負責人陳乙乙表示︰「這一盆已經長成我們可以賣的狀態了，那其實我們最開始進來的狀態是這樣的一個苗。現在通過5G(物)聯網技術，能夠把我們的產品標準化。」 有在南京經營花店的商戶專程來入貨。 南京花店商戶季一春稱：「現在我就拿他這個三車貨，我回去也還是不夠賣的。(消費群體)年輕人都變多了，再加上趕上過年了，人家都得要買年宵花，基本上是每家每戶至少得買個兩盆到三盆。」 以往園區的蝴蝶蘭苗都是從外面引入，隨著「農創客」、即青年農業創業創新人員對苗的創新需求越來越大，園區於是跟大專院校及農科院等機構合作，進行技術突破，為蝴蝶蘭創造新價值。

宏福苑大火｜測量師學會：倘收購業權應酌量給予恩恤補貼 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】測量師學會認為如果政府收購宏福苑業權，應該酌量在收購價外給予恩恤補貼。 測量師學會會長溫偉明：「補貼額多少是可以再考慮，因為始終動用公帑，很多市民都關注、有疑問到底如何使用公帑。好像市建局收購舊樓重建目前政策按7年樓齡，今天市建局說用7年樓齡計算是很大負擔，亦不少市民說是過於慷慨，當然各家各說，到底給多少補貼令他們可以在市場買回相類似居所，大家可以進一步考慮，我覺得最重要也是以災民福祉為依歸 。」

Key Points A merger with Transocean could create the world's finest fleet of rigs. The combined company would be stronger competitively and financially. 10 stocks we like better than Valaris › Shares of Valaris (NYSE: VAL) soared on Monday after it struck a deal to be acquired by rival offshore driller Transocean (NYSE: RIG). By the close of trading, Valaris' stock price was up more than 34%. 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 » An enticing offer for investors Under the terms of the deal, Valaris shareholders would receive 15.235 shares of Transocean stock for each Valaris share they own. The all-stock merger values Valaris at roughly $5.8 billion, a premium of over 35% to the energy stock's closing price on Friday. Forming the best fleet The combined company would possess the world's highest-quality offshore drilling fleet, comprising 73 rigs. That includes 33 ultra-deepwater drillships and 31 modern jackups used in shallow and medium water depths. "We look forward to complementing Transocean's high-specification deepwater assets with our own, while returning world-class jackup expertise to Transocean's business, creating a combined company that is capable of operating any rig at any water depth in any offshore environment around the world," Valaris CEO Anton Dibowitz said in a press release. Greater financial fortitude Better still, with a combined backlog of about $10 billion and estimated cost savings of $200 million, the deal is expected to bolster Transocean's cash flow and debt-reduction plans. Smart timing The transaction is projected to close in the second half of 2026, subject to shareholder and regulatory approval. "The powerful combination is well-timed to capitalize on an emerging, multi-year offshore drilling upcycle," Transocean CEO Keelan Adamson said. Should you buy stock in Valaris right now? Before you buy stock in V...

最低工資｜特首會同行會接納水平上調1元至43.1 若通過將5月實施 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】行政長官會同行政會議接納法定最低工資水平上調至每小時43.1元。 委員會按「一年一檢」新機制檢討法定最低工資水平，建議由每小時42.1元上調1元至43.1元，政府將於下周五刊憲，本月25日提交立法會，若建議獲立法會通過，修訂的法定最低工資水平將於5月1日實施。 勞福局局長孫玉菡說，最低工資水平建議在防止工資過低，與盡量減少低薪職位流失之間取得適當平衡。

这家谷歌母公司周一发行了其史上最大规模的美元债，筹资200亿美元，远高于最初预计的150亿美元，吸引逾1000亿美元认购 Alphabet为其规模空前的支出计划在全球各地发债筹集资金，以实现其人工智能宏伟目标，而投资者对此是来者不拒。图：视觉中国

NVDA Stock Today: February 9 – Goldman Sees $2B Beat, 35% Upside Meyka

格隆汇2月10日｜5年期日本国债收益率下跌3.0个基点，至1.710%。

格隆汇2月10日｜台股涨幅扩大，台湾加权指数涨1.85%，报33004.11点，再创历史新高。

格隆汇2月10日｜礼来宣布，将以现金高达24亿美元收购生物科技公司Orna Therapeutics。 Orna Therapeutics主要候选药物ORN-252旨在治疗B细胞驱动的自体免疫疾病，目前处于早期研发阶段。

格隆汇2月10日｜作为巨额债务发行计划的一部分，谷歌母公司Alphabet已计划发行一种极其罕见的百年期债券，这也是自20世纪90年代末以来，全球科技公司首次标售此类超长期债务。有媒体援引知情人士透露，这笔100年期债券将以英镑计价，此外还有其他四个期限的债券也将采用该货币计价。该人士补充称，此次交易是Alphabet首次发行英镑债券，最早可能于周二定价。 KBRA欧洲宏观策略师Kerr表示：“他们(谷歌)希望挖掘从结构化金融投资者到超长期投资者的每一种潜在投资者。”他指出，百年期债券的主要买家将是保险公司和养老基金，而且“承销这笔交易的人，到偿还债务时可能已经不在了。”

2026年开年，教育再次成为了巨头们觊觎的赛道。 1月中旬，字节旗下豆包APP，将AI学习工具“豆包爱学”推上核心入口；几乎同时，阿里旗下千问APP新增“一键搜试卷”功能，全国各名校试卷可直接下载，直指传统教育应用腹地。 教育这个曾因“双减”而降温的市场，随着大模型的介入，又重新热闹起来。QuestMobile数据显示，截至2025年第三季度，国内AI教育应用月活已突破1.2亿，同比增长340%。 一场围绕“AI+教育”的争夺战已然打响。对阵双方旗帜鲜明：一方是坐拥C端流量的字节、阿里等互联网大厂；另一方则是有教研积淀的作业帮、猿辅导、好未来等传统教育玩家。 大厂入局的逻辑很清晰：教育需求明确，市场广阔，而大模型技术恰好能复用。但大厂想从教育市场里分一杯羹，仅靠堆砌功能和流量思维，恐怕还远远不够。 1 大厂靠流量，教培靠教研 当前AI教育赛道主要汇聚了三股势力：一是以字节、阿里等大厂为代表的技术派，凭借大模型底座与流量入场，追求快速迭代和场景验证；二是以猿辅导、作业帮、好未来为代表的教培派，核心战略是用AI技术强化内容和教育服务，实现存量用户的转化；三是中小创业公司，它们避开了与巨头的正面竞争，在成人教育、语言学习等细分赛道中寻找生存空间。 作为刚性需求，教育市场的变现路径各异。大厂的攻势，也沿着三条业务线展开： AI解题 ，因为门槛低、易落地，成为了各方争夺流量的入口。一位从业者告诉「AIX财经」，在前AI时代，拍照答疑主要依赖图片、文字识别和题库检索实现， 而AI的加入，则让解题从“搜索”升级为“推理”，解题范围更广，过程更个性化。 图源 / pexels 相比之下，面向学校等B端客户的 AI助教 模式，商业路径更清晰。简单来说，就是充当教师助手，负责作业批改、课堂辅助等重复性工作。一位教育公司的产品经理告诉「AIX财经」，虽然市场规模可观，但学校端的推进速度远比想象中慢， 落地速度远低于预期，AI给课堂带来的改变有限。 AI教学 是大厂们投入的主力。它涵盖课程讲解、学习规划等，AI老师1对1辅导、定制学习计划，需要技术与教研的深度结合， 目前转化率与付费意愿仍是难题。 在这三条业务线里，面向B端用户的助教模式已经跑通，盈利较为稳健，而面向C端的解题与教学，仍处于培育市场、验证商业模式的阶段。 回到核心问题，大厂做教育AI的优势到底在哪里？ 首先，是大模型技术能...

十几个交易日，20余只股票涨停，存储板块单月飙升50%，中国存储产业迎来“价值重估”拐点！ 兆易创新10天暴涨80%、北京君正走出5连板，澜起科技年内最大涨幅突破180%，长江存储、长鑫存储等8家存储企业完成新一轮融资。 行业层面，1月中国存储产业峰会，宣布成立国产存储生态联盟，设立专项基金50亿元，聚焦DRAM、NAND Flash、存算一体等核心技术。存算一体芯片能效比提升10倍，HBM3e高带宽存储器已实现量产，长江存储232层3D NAND将单位存储成本直降70%。 当存储芯片从“进口依赖”变成“国产替代”，当存算一体成为AI算力的“新引擎”，当存储芯片价格飙升创历史纪录，意味着存储周期从“温和上涨”到“超级牛市”！ 01 存储超级牛市来临 而这种超级牛市，拐点来自于2025年第四季度，存储芯片价格迎来颠覆性转折。 据TrendForce数据，DRAM和NAND Flash价格单季度涨幅突破40%，2026年第一季度预计再涨40%–50%，第二季度仍将维持20%的涨幅。 业内普遍认为，这一轮行情甚至超越2018年历史高点，被业内称为“超级牛市”。而这背后，是存储器的市场供需的极端失衡 256GB DDR5服务器内存条价格突破5万元，单条内存价格能买上海一平米的房产。华强北的16GB DDR4内存条从180元飙升至420元，商户坦言“一天一个价”。与此同时，三星、SK海力士、美光三大原厂2026年产能均已“售罄”，长期协议（LTA）成为云巨头锁定供应的新常态。 而本轮涨价的核心，与过往周期依赖消费电子需求不同，关键在于其结构性驱动，也即是于AI算力基建的“吞噬式需求”。 当前单台AI服务器的内存需求为传统服务器的8–10倍，直接消耗全球53%的内存月产能，而供给端却因巨头将80%先进产能转向高利润的HBM和DDR5大幅收缩。这就导致本轮周期的持续性与强度均远超预期，而这背后是三大结构性变革的共振。 首先是需求侧的转移，大模型“战争”进入白热化之后，不管是比模型参数，还是怎样让模型落地，都让AI服务器、AIPC、边缘计算等新兴场景对存储性能提出极端要求。 HBM作为AI加速器的“刚需配件”，其带宽较传统产品提升数倍，成为巨头竞逐的制高点。北美四大云厂商（Google、Meta、微软、AWS）2026年AI基建投资规模预计达6000亿美元，进一步推高存储需求。 而...

Macquarie's and BofA's target cuts into the US$188 to US$218.80 range, along with their reduced revenue, EBITA and net profit estimates, underline that even constructive analysts are baking in pressure from quick commerce investments and customer management revenue trends when they look at Alibaba's valuation and execution risks. The same Freedom Capital report flagged sharply rising capital expenditure in the cloud segment with what it called uncertain payback, and pointed to more moderate retail growth that relies heavily on advertising, which feeds into a more cautious stance on both profitability and growth momentum. Freedom Capital downgraded Alibaba to Hold from Buy on January 6, even as it increased its price target to US$180 from US$140, indicating that in its view a good portion of the upside is already reflected in the shares. Arete recently became more constructive, upgrading Alibaba, which confirms that some research firms still see enough execution on cloud and AI, along with existing retail scale, to support a more positive view on the shares. BofA maintained a Buy rating with a target of US$188, describing quick commerce losses as having peaked and adjusting revenue and profit forecasts to reflect guided customer management revenue deceleration rather than a shift in its overall positive stance. Macquarie kept an Outperform rating while trimming its target to US$218.80 from US$234.70, pointing to Alibaba's progress toward becoming a full stack AI service provider through its Qwen foundation models, which they see as an important element in the valuation debate. Citi analyst Alicia Yap lifted Alibaba's price target to US$225 from US$218 after fiscal Q2, highlighting 34% year over year cloud revenue growth and strong artificial intelligence demand as positives for the long term story. Analysts have adjusted their Alibaba fair value estimate to about US$197.66 per share from US$196.46, while refining key assumptions such as the discount rate to 9.30% fro...

China set to widen footprint in Bangladesh as India's ties decline Reuters

沃勒周一在加利福尼亚州La Jolla出席Global Interdependence Center主办的一场会议时表示：“随着现任政府上台，加密货币世界里出现了一些狂热情绪，其中一部分正在逐渐消退。”

市场监管总局无条件批准黑石公司与TPG公司收购豪洛捷公司股权案 2026-02-10 09:10:42 来源： 同花顺7x24快讯 分享 文章提及标的 黑石 -- TPG -- 豪洛捷 -- 2月10日消息，市场监管总局发布2026年1月26日—2月1日无条件批准经营者集中案件列表，其中包括黑石（BX）公司与TPG公司收购豪洛捷（HOLX）公司股权案。(界面新闻)

格隆汇2月10日｜据央视，委内瑞拉阿穆艾炼油厂当地时间9日下午发生全面停电，多套炼油装置暂时停产。阿穆艾炼油厂是委内瑞拉最大炼油厂。据悉，此次停电由厂区内部电厂出现故障引发。目前委内瑞拉政府及委国家石油公司未就相关情况作出通报。

黄金价格在连续上涨两日后回落，因投资者在震荡市场中获利了结。此前黄金遭遇历史性暴跌，市场仍在试图寻找底部。 金价早盘一度下跌1.4%，短暂跌破每盎司5000美元，随后收复部分失地。自1月29日创下纪录新高以来，金价已回落约6.5%，但今年以来仍保持在较高水平。 贵金属价格在1月底暴跌，当时由投机交易推动的创纪录上涨导致市场过热。然而，支撑多年涨势的诸多因素——地缘政治风险加剧、央行增持高企以及投资者逃离主权债券和货币——依然存在。 包括德意志银行和高盛集团在内的多家银行及资产管理公司均看好黄金复苏前景，原因是长期需求驱动因素。中国央行1月继续增持黄金储备，将本轮增持黄金周期延续至第15个月，凸显官方需求的韧性。 展望未来，在美国总统特朗普提名凯文·沃什担任美联储下一任主席后，本周晚些时候将公布的经济数据将为美联储政策走向提供线索。定于周三发布的1月就业报告预计将显示劳动力市场的企稳迹象，而通胀数据则定于周五公布。 截至新加坡时间上午8：43点，现货黄金下跌0.7%至每盎司5，023.51美元；白银下跌1.9%至每盎司81.8美元；铂金和钯金价格也出现下跌。衡量美元汇率的彭博美元即期指数上涨0.1%，此前一个交易日则收跌0.6%。 责任编辑：刘明亮

格隆汇2月10日｜WTI原油短线下跌0.4美元，失守64美元/桶，日内跌幅0.71%。

Soybeans posted Monday gains of 3 to 5 cents. The cmdtyView national average Cash Bean price was down 4 ¼ cents at $10.45 1/2. Soymeal futures were a dime to $5.80 lower, with Soy Oil futures were 102 to 136 points in the green on the day. USDA reported a private export sale of 264,000 MT of soybeans to China this morning. Don’t Miss a Day: Monday morning’s Export Inspections report showed 1.136 MMT (41.74 mbu) of soybean shipped in the week of 2/5. That was 13.8% below the week prior and 3.5% shy of the same week last year. China was the largest destination of 747,198 MT, with 92,655 MT shipped to Mexico and 57,087 MT to Germany. The marketing year total is now 23.136 MMT (850 mbu) of soybeans shipped since September, which is still 34.4% below the same period last year. Monthly WASDE data will be released on Tuesday, with analysts looking for no major changes to the US soybean stocks number, at 348 mbu, vs. the 380 mbu estimate in January. Brazil soybean production is excepted to be up 1.2 MMT to 179.2 MMT, with Argentina estimed down 0.4 MMT to 48.1 MMT. AgRural estimates the Brazil soybean crop at 16% harvested as of Thursday, ahead of he 15% pace last year. Mar 26 Soybeans closed at $11.10 3/4, down 4 1/2 cents, Nearby Cash was $10.45 1/2, down 4 1/4 cents, May 26 Soybeans closed at $11.25, down 3 3/4 cents, Jul 26 Soybeans closed at $11.36 1/2, down 3 cents, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Corn futures settled the Monday session with contracts down 1 to 2 cents at the close. The CmdtyView national average Cash Corn price was down 1 1/2 cents at $3.95 1/4. Export Inspections data showed corn shipments at 1.308 MMT (51.49 mbu) shipped in the week that ended on February 5. That was up 14.01% from the week prior, but down 4.19% the same week last year. Mexico was the top destination of 476,628 MT, with 187,063 MT to Japan and 135,816 MT to Colombia. Marketing year shipments have totaled 33.93 MMT (1.336 bbu), which is up 46.72% yr/yr. Don’t Miss a Day: USDA’s WASDE will be out on Tuesday, with traders looking for no major changes to the US ending stocks number, with an average trade guess of 2.215 bbu according to a Bloomberg survey. The world numbers are expected to see an update, with Brazil corn production estimated up 1.3 MMT to 132.3 MMT. Brazil’s first corn crop is listed at 15% harvested according to AgRural, ahead of the 19% pace from last year. The second crop planting has reached 22%, which is slightly ahead of the 20% pace from 2025. Mar 26 Corn closed at $4.28 3/4, down 1 1/2 cents, Nearby Cash was $3.95 1/4, down 1 1/2 cents, May 26 Corn closed at $4.37, down 1 3/4 cents, Jul 26 Corn closed at $4.43 3/4, down 1 1/2 cents, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Live cattle posted gains of 45 cents to $1.55 across the nearbys on Monday. There were no deliveries issued against February live cattle on first norite day on Monday. Cash trade settled in last week at $240-244 in the north and $242-245 in the south. Action on Monday was limited. Feeder cattle futures closed with contracts a tick to 70 cents higher across most front months on Monday. The CME Feeder Cattle Index was back up 19 cents to $374.47 on February 5. The Monday OKC feeder cattle auction had an estimated 9,500 head for sale, with feeder steers steady to $5 higher and heifers up $5-15. Lighter weight calves were up $15-25. On Friday, President Trump signed an executive order to raise the TRQ on beef imports from Argentina by 80,000 MT, a move signaled last fall. For reference, average monthly imports of beef from all origins in 2025 was 151,666 MT. Don’t Miss a Day: Wholesale Boxed Beef prices were mixed in the Monday afternoon report, with the Chc/Sel spread narrowing to $2.41. Choice boxes were down $1.57 to $367.76, while Select was 82 cents higher at $365.35. USDA estimated federally inspected cattle slaughter for Monday at 107,000 head. That is 1,000 head below last Monday but 10,255 head above the same week last year. Feb 26 Live Cattle closed at $239.300, up $1.550, Apr 26 Live Cattle closed at $238.200, up $0.950, Jun 26 Live Cattle closed at $234.325, up $0.475, Mar 26 Feeder Cattle closed at $367.450, up $0.025, Apr 26 Feeder Cattle closed at $363.200, up $0.400, May 26 Feeder Cattle closed at $357.775, up $0.650, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Cotton futures closed the Monday session with contracts up 55 to 75 points in the nearbys. Crude oil futures were up $0.87 per barrel on the day at $64.41. The US dollar index was down $0.771 to $96.735. The Seam showed sales on 3,066 bales sold on 2/6, averaging 58.61 cents/lb. The Cotlook A Index was back down 40 points on Friday at 72.80 cents. ICE certified cotton stocks rose another 18,564 February 6 with the certified stocks level at 93,561 bales. The Adjusted World Price was down another 42 points to 49.78 cents/lb last Thursday. Don’t Miss a Day: Mar 26 Cotton closed at 61.61, up 55 points, May 26 Cotton closed at 63.76, up 72 points, Jul 26 Cotton closed at 65.45, up 62 points More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇2月10日｜据外交部官网，2026年2月9日，中国金砖国家事务协调人、外交部副部长马朝旭出席在印度新德里举行的金砖国家协调人第一次会议。

格隆汇2月10日｜据The Information，人工智能(AI)初创公司Anthropic正在考虑锁定10吉瓦(GW)的数据中心算力。此举将使其与亚马逊AWS看齐，并超越OpenAI目前公开的算力协议。此外，Anthropic正在低调地组建一支资深团队，团队成员包括两名曾经在谷歌公司担任高级主管的人员。报道指，要达成10吉瓦目标需投入数千亿美元，远超Anthropic预估至2029年伺服器支出180亿美元的规模。

Specializing in quantum computing hardware and cloud services, D-Wave Quantum serves enterprise clients across diverse industries. On February 5, 2026, Flynn Zito Capital Management disclosed in an SEC filing that it sold 100,000 shares of D-Wave Quantum (QBTS +2.24%). What happened According to a SEC filing dated February 5, 2026, Flynn Zito Capital Management reduced its stake by 100,000 shares in D-Wave Quantum during the fourth quarter of 2025. The estimated value of shares sold, calculated using the average closing price for the quarter, was $2.91 million. The fund’s position value in D-Wave Quantum declined by $2.41 million over the quarter, a figure that includes both trading and price movements. What else to know This was a sell, leaving the D-Wave Quantum position at 0.37% of the fund’s 13F AUM after the transaction. Top five holdings after the filing: NYSEMKT: HFXI: $20,609,453 (7.4% of AUM) NYSEMKT: PRF: $20,383,474 (7.3% of AUM) NASDAQ: AAPL: $20,002,736 (7.1% of AUM) NYSEMKT: IWF: $18,790,446 (6.7% of AUM) NYSEMKT: FLQM: $17,814,776 (6.4% of AUM) As of February 5, 2026, shares of D-Wave Quantum were priced at $17.21, up 174.9% over the past year with one-year alpha of 162.76 percentage points versus the S&P 500. Company overview Metric Value Price (as of market close February 5, 2026) $17.21 Market capitalization $6.31 billion Revenue (TTM) $24,144,000 Net income (TTM) ($398,813,000) Company snapshot Provides quantum computing systems, cloud-based quantum access, professional onboarding services, and open-source software tools. Generates revenue through hardware sales, cloud subscriptions, and enterprise quantum consulting and deployment services. Targets manufacturing, logistics, financial services, life sciences, and other sectors seeking advanced computational solutions. D-Wave Quantum is a technology company specializing in the development and commercialization of quantum computing hardware, software, and cloud-based services. The company leverages ...