做制造业，要一个一个螺丝钉去打造（与企业家谈“新”） ——珠海格力电器股份有限公司董事长董明珠访谈 从深耕空调行业到进入工业母机、芯片等行业，格力电器的发展一直备受外界关注。记者近日与格力电器董事长董明珠进行了面对面交流，她分享了对实业的执着、对企业多元发展的思考。 ——编 者 “要有耐心，要吃得起亏” 问：从36岁时加入格力的前身海利空调器厂，算起来您在格力工作了36年，为什么在一家企业干这么久？ 答：顺其自然的选择也是蛮重要的。我喜欢珠海，想留下来，得有份工作，就走进了海利空调器厂。当时厂很小，未来有多大的发展想都没想过，但是选择了就要做好。 对自己的岗位负责，对入职的企业负责，在不同的岗位有不同的愿景。做业务员，就把自己的业务做到全公司最好；当了部门部长，就要考虑带一个团队。其实没那么复杂。 问：在格力遇到的最大压力是什么？ 答：压力什么时候都有。让一个队伍都变好，这是一个比较难的课题。我们要让一个队伍长期价值观是一致的，要用真诚去赢得市场。 商业行为是利益驱动的，思想要达成一致，总是要博弈。我们制造业就要进一步把产品质量做得更好，保证企业利益、消费者利益、股民利益、商家利益，四方形成一个非常良性的共赢。 过去空调销售广泛存在一种模式叫作“先货后款”，没给钱就可以发货，容易让人钻空子。我们推动改变了这种情况，实现了“先款后货”，颠覆了渠道市场的运营模式。做成这件事，带来很大的收获。 第一，企业内部的严格管理得到员工的认同。一家企业再好，没有系统管理，也一样要出问题。在企业发展过程当中，一定要把公私分开。公和私之间一定有一条河是不能跨越的。这是一个原则性的问题。 第二，对经销商一视同仁，让我们在渠道当中一直被信任。一个企业没有公信力，就要走向衰落。 问：用真诚去赢得市场，具体体现在哪些方面？ 答：尽可能用市场的反馈倒逼企业把质量提高。产品不好，市场是短期的，产品好，市场才是永久的。那怎么好呢，真材实料堆出来的。 问：从一名销售成长起来，在判断技术路线时会有限制吗？ 答：我做销售的时候，就对技术市场很关注。在全面掌管格力以后，我对质量的认知进一步提升，手段更加精准，比如成立了标管部，建成质控体系的管理模式等。没有一个人是天才，主要在于愿不愿意去主动地学习和创新。 问：从一线成长为企业的负责人，现在的年轻人还有机会吗？ 答：这个问题要年轻人自己来回答，不是我回答。要...

Charles-McClintock Wilson/iStock Editorial via Getty Images The Risks of Unbridled Acceleration At this time, I’ve decided to downsize my holdings in Amazon.com, Inc. ( AMZN ). I am uncomfortable with holding the shares now after the latest earnings announcement . I’m not eliminating the shares from my investment portfolio entirely; however, I will cut my exposure to it by more than 50%. Why? I believe the quarterly earnings report and the subsequent reactions from investors resulted in an increase in risk instead of lowering them. When compared to some of the bigger technology companies that announced their earnings recently ( Advanced Micro Devices ( AMD ) and Alphabet (GOOG)), those companies demonstrated better performance with regard to margin, beating earnings estimates, and a higher level of growth. Although I think that Amazon’s revenue and its cloud business, AWS, both performed well, the company failed to meet analyst’s EPS estimates and provided lower-than-expected operating income estimates for the first quarter at these levels. For me, “good enough” at these price levels won’t work. Seeking Alpha The most damaging news regarding Amazon was the company’s announcement that it expects to spend approximately $200 billion on capital expenditures through 2026. Funding for AI development is ok for me, however, when can we expect to see returns on that spending? I simply do not wish to absorb the entirety of the current volatility surrounding Amazon’s stock while the remaining large-cap technology companies are generating profits. I am not suggesting that Amazon will be the only large-cap technology company affected by this wave of volatility. But if I can choose who to save and who not, I'd rather discard Amazon today. My boss has always told me to "sell and regret it," and that's what I'll do. My preference is to leave, wait, and come back later (ideally closer to $180) when I will have the right timing advantage. Agar Capital, Trading View Q4 2025 Results Th...

Charles-McClintock Wilson/iStock Editorial via Getty Images The Risks of Unbridled Acceleration At this time, I’ve decided to downsize my holdings in Amazon.com, Inc. ( AMZN ). I am uncomfortable with holding the shares now after the latest earnings announcement . I’m not eliminating the shares from my investment portfolio entirely; however, I will cut my exposure to it by more than 50%. Why? I believe the quarterly earnings report and the subsequent reactions from investors resulted in an increase in risk instead of lowering them. When compared to some of the bigger technology companies that announced their earnings recently ( Advanced Micro Devices ( AMD ) and Alphabet (GOOG)), those companies demonstrated better performance with regard to margin, beating earnings estimates, and a higher level of growth. Although I think that Amazon’s revenue and its cloud business, AWS, both performed well, the company failed to meet analyst’s EPS estimates and provided lower-than-expected operating income estimates for the first quarter at these levels. For me, “good enough” at these price levels won’t work. Seeking Alpha The most damaging news regarding Amazon was the company’s announcement that it expects to spend approximately $200 billion on capital expenditures through 2026. Funding for AI development is ok for me, however, when can we expect to see returns on that spending? I simply do not wish to absorb the entirety of the current volatility surrounding Amazon’s stock while the remaining large-cap technology companies are generating profits. I am not suggesting that Amazon will be the only large-cap technology company affected by this wave of volatility. But if I can choose who to save and who not, I'd rather discard Amazon today. My boss has always told me to "sell and regret it," and that's what I'll do. My preference is to leave, wait, and come back later (ideally closer to $180) when I will have the right timing advantage. Agar Capital, Trading View Q4 2025 Results Th...

米蘭冬奧｜冰壺混雙 加拿大、英國同樣三戰全勝 【有線新聞】米蘭冬奧冰壺混雙，加拿大、英國同樣三戰全勝。 一日雙賽，紅壺的加拿大先擊敗挪威，面對主場出擊的意大利表現強勢，首局就打出5比0。第6局再將對方兩個黃壺撞出得分區，結果贏7比2。紅壺的英國，同日以10比5擊敗愛沙尼亞後，再險勝捷克8比7。

Earnings Call Insights: VeriSign (VRSN) Q4 2025 Management View D. Bidzos, Executive Chairman, CEO & President, highlighted that "2025 marked another solid year for VeriSign as we continue to deliver on our mission by extending our record of 100% service delivery for the .com and net DNS to an unparalleled 28 years even as utilization of our services increased significantly." He reported new registrations during 2025 totaled 41.7 million names, leading to a domain name base of 173.5 million and a 2.6% growth. Bidzos emphasized, "Our revenue grew 6.4% year-over-year while EPS grew by 10.1%. In 2025, we returned $1.1 billion to shareholders through share repurchases and quarterly dividends, which were initiated in the second quarter of 2025." He noted increased strength in new registrations, renewal rates, and growth across the U.S., EMEA, and APAC. For Q4, Bidzos reported net registrations added were 1.58 million, with new registrations of 10.7 million, up from 9.5 million in Q4 2024, and a preliminary renewal rate of 75% compared to 74% a year ago. "For 2026, we expect a domain name base growth rate of between 1.5% and 3.5%," Bidzos stated, and announced a quarterly cash dividend of $0.81 per share, a 5.2% increase. John Calys, Executive VP & CFO, stated, "For the year ended December 31, 2025, the company generated revenues of $1.66 billion, up 6.4% year-over-year. Operating income totaled $1.12 billion in 2025, up 5.9% from the previous year. Full year EPS was $8.81 and 2025 free cash flow was $1.07 billion." Calys added, "For the quarter ended December 31, 2025, the company generated revenue of $425 million, up 7.5% from the same quarter a year ago. Operating expense in Q4 2025 totaled $140 million which compares to $135 million last quarter and $132 million for the fourth quarter of 2024." Bidzos teased, "We now believe we have strong candidates for new services that can help reduce known and unknown vulnerabilities and contribute significantly to information tru...

Earnings Call Insights: Knowles Corporation (KN) Q4 2025 Management View Jeffrey Niew, President and CEO, highlighted 2025 as a breakthrough year, citing the completion of Knowles' portfolio transformation and its transition to an industrial technology company. Niew stated, "Our organic growth in 2025 exceeded our Investor Day expectations and demonstrates our strategy of leveraging our unique technologies to design custom engineered solutions and deliver them at scale for blue chip customers in high-growth markets that value our solutions." Niew reported Q4 revenue of $162 million, up 14% year-over-year, EPS of $0.36, up 33% year-over-year, and cash from operations of $47 million, all exceeding guidance. Full-year revenue reached $593 million, up 7%, and EPS reached $1.11, up 21% from 2024. MedTech and Specialty Audio revenue for Q4 was $73 million, up 4% year-over-year, with full-year revenue of $264 million, meeting the high end of previously stated organic growth targets. Precision Device segment revenue for Q4 was $90 million, up 23% year-over-year, with full-year growth of 10%. Niew emphasized robust demand across MedTech, Defense, Industrial, EV, and Energy markets, noting, "In the MedTech market, we have new design wins ramping and repeat orders and production spending across multiple product lines such as high-performance ceramic capacitors and pulse power film capacitors." Niew reiterated optimism for 2026, stating, "We have entered 2026 positioned well for continued strong organic revenue growth above historic levels." He also signaled readiness for acquisitions and continued share buybacks. John Anderson, Senior VP, CFO & Interim Principal Accounting Officer, stated, "We reported fourth quarter revenues of $162 million, up 14% from the year ago period and above the high end of our guidance range. EPS was $0.36 in the quarter, up $0.09 or 33% from the year ago period and above the midpoint of our guidance range." Outlook For Q1 2026, management guided rev...

阿里巴巴創業者基金JUMPSTARTER 2026載譽歸來，本屆JUMPSTARTER共收到來自全球超過60個地區及國家、合共逾700份參賽方案。經嚴格甄選後，脫穎而出的30強初創企業將於3月12日至13日齊集香港會議展覽中心進行現場提案。這批初創企業不但將競逐高達500萬美元的投資機會，更有機會連接阿里巴巴的生態系統，促進導師關係及建立戰略合作夥伴關係，拓展業務成長。 本屆活動以「體驗」、「洞悉」及「連繫」三大核心理念為主題。參與者將能透過沉浸式體驗，親身感受未來科技，並掌握前沿知識與行業領袖的洞見，同時透過商業配對與洽談，連接全球機遇。 本屆30強決賽隊伍當中，超過一半來自香港以外地區。所有30強入圍隊伍均運用AI推動跨行業創新方案，並與聯合國可持續發展目標(SDGs)接軌，其中四間企業更專注於推動可持續解決方案。 是次總決賽匯聚多元的初創企業和規模化企業，充分體現全球創新精神。從變革性的消費體驗、先進醫療分析，到AI感官科技，30強決賽隊伍憑藉在創意產業、建築與房地產科技、消費零售、金融科技、綠色科技及醫療等領域的創新解決方案脫穎而出。 JUMPSTARTER 2026 創科盛典為期兩日，將全方位展示AI與可持續發展的最新趨勢，聚焦這兩大動力於全球視野下如何重塑創業格局。本屆活動邀請超過30位來自全球的演講嘉賓，透過主題演講、爐邊對談及專題討論分享他們的獨特洞察。參與者將獲得實用建議及嶄新觀點，助力拓展業務及開拓新市場，並建立兼顧增長與社會效益的企業。 除主賽事外，阿里巴巴創業者基金今年首度推出大專生專屬賽事 JUMPSTARTER ZPIRE。ZPIRE 是一場面向各領域學生的人工智慧創新挑戰賽。透過創意發想與人工智慧實戰工作坊、專業導師指導及團隊協作，參與者將培養扎實的實務技能、精進問題解決能力，並跨越學科界線攜手合作，將大膽創意轉化為促進整合性健康之具影響力的解決方案。這項賽事進一步體現基金致力培育新一代創新人才，為年輕人才提供塑造科技與可持續發展未來的關鍵平台。 是次比賽將由知名企業、投資者，以及多位來自創投、銀行、學術界、人工智能等領域的知名評審團組成。 當中包括國泰航空、三菱商事、路博邁集團、瑞銀集團、住友商事亞洲資本、南豐集團、滙豐、春華資本集團、基石資本、White Star Capital、德勤、甲骨文、Evercore、新世界發展等企業。 ...

阿里巴巴創業者基金JUMPSTARTER 2026載譽歸來，本屆JUMPSTARTER共收到來自全球超過60個地區及國家、合共逾700份參賽方案。經嚴格甄選後，脫穎而出的30強初創企業將於3月12日至13日齊集香港會議展覽中心進行現場提案。這批初創企業不但將競逐高達500萬美元的投資機會，更有機會連接阿里巴巴的生態系統，促進導師關係及建立戰略合作夥伴關係，拓展業務成長。 本屆活動以「體驗」、「洞悉」及「連繫」三大核心理念為主題。參與者將能透過沉浸式體驗，親身感受未來科技，並掌握前沿知識與行業領袖的洞見，同時透過商業配對與洽談，連接全球機遇。 本屆30強決賽隊伍當中，超過一半來自香港以外地區。所有30強入圍隊伍均運用AI推動跨行業創新方案，並與聯合國可持續發展目標(SDGs)接軌，其中四間企業更專注於推動可持續解決方案。 是次總決賽匯聚多元的初創企業和規模化企業，充分體現全球創新精神。從變革性的消費體驗、先進醫療分析，到AI感官科技，30強決賽隊伍憑藉在創意產業、建築與房地產科技、消費零售、金融科技、綠色科技及醫療等領域的創新解決方案脫穎而出。 JUMPSTARTER 2026 創科盛典為期兩日，將全方位展示AI與可持續發展的最新趨勢，聚焦這兩大動力於全球視野下如何重塑創業格局。本屆活動邀請超過30位來自全球的演講嘉賓，透過主題演講、爐邊對談及專題討論分享他們的獨特洞察。參與者將獲得實用建議及嶄新觀點，助力拓展業務及開拓新市場，並建立兼顧增長與社會效益的企業。 除主賽事外，阿里巴巴創業者基金今年首度推出大專生專屬賽事 JUMPSTARTER ZPIRE。ZPIRE 是一場面向各領域學生的人工智慧創新挑戰賽。透過創意發想與人工智慧實戰工作坊、專業導師指導及團隊協作，參與者將培養扎實的實務技能、精進問題解決能力，並跨越學科界線攜手合作，將大膽創意轉化為促進整合性健康之具影響力的解決方案。這項賽事進一步體現基金致力培育新一代創新人才，為年輕人才提供塑造科技與可持續發展未來的關鍵平台。 是次比賽將由知名企業、投資者，以及多位來自創投、銀行、學術界、人工智能等領域的知名評審團組成。 當中包括國泰航空、三菱商事、路博邁集團、瑞銀集團、住友商事亞洲資本、南豐集團、滙豐、春華資本集團、基石資本、White Star Capital、德勤、甲骨文、Evercore、新世界發展等企業。 ...

The stock today trades at its lowest valuation in at least three years. Artificial intelligence (AI) stocks have offered investors major gains in recent years. Many have climbed in the double or triple digits, thanks to promising platforms -- and in some cases, revenue that already is soaring. For example, chip designers and cloud service providers are delivering massive growth as companies flock to their AI products and services. Why is AI stirring up a lot of excitement? Because it could boost efficiency and innovation at companies and therefore lead to earnings growth over time. Though valuations of many AI players have surged, certain stocks still trade at reasonable levels. And the great news is that one of these players is a top-quality company that has demonstrated its ability to win in AI. Wall Street expects this stock to advance 46% in the coming 12 months. And right now, it's dirt cheap. An early AI winner This AI giant is an early winner in the AI space, and it's likely to continue generating growth here too. I'm talking about Microsoft (MSFT 4.98%), a well-established technology powerhouse that brings in revenue through a range of businesses, from cloud services and software to gaming and advertising. Over time, this has resulted in growth in revenue, net income, and return on invested capital (ROIC). The trend in ROIC is important as it shows Microsoft, after spending, has always gone on to benefit from those investments. Though Microsoft stock has delivered gains for investors over the long term, it's faltered in recent times -- and it even plunged about 10% in one trading session last week following its latest quarterly earnings report. Microsoft beat analysts' expectations for revenue and net income, but certain points in the report disappointed investors. And one that stands out is Microsoft's spending on capacity expansion versus the cloud revenue growth resulting from those investments. Capital expenditures have been on the rise as Microsoft buil...

在杠杆头寸集中清算、全球市场风险偏好降温的背景下，加密资产抛压迅速放大。 周五，比特币重挫跌破6.5万美元。随着杠杆头寸被迫平仓、风险资产整体承压，市场情绪明显转弱，加密货币抛售迅速放大，美国总统特朗普胜选后开启的一轮涨幅已被全部回吐。 截至记者发稿，欧易OKX行情显示，比特币价格跌破63000美元，最新报62841.90美元，日内跌幅达6.88%。 比特币自2025年10月创下126223美元历史高位以来，这一轮下跌已抹去一半市值，跌势并迅速蔓延至其他代币、相关交易型基金以及持有大量比特币的上市公司。 一些加密公司开始收缩业务、削减成本。 流动性较弱的小型投机性代币跌幅尤为惨烈。数据显示，MarketVector数字资产100小盘指数在过去一年内下跌约70%。 杠杆解除与风险偏好退潮叠加 去年，在特朗普公开表达对加密货币较为友好的立场后，比特币价格一路攀升，投机情绪迅速升温。然而进入本月，市场裂痕开始显现。 比特币自1月中旬起加速回落，并触发连锁反应。一方面，部分基金因赎回压力被迫卖出；另一方面，高杠杆头寸遭遇强制平仓，加剧了价格波动。 “市场中的恐惧和不确定性非常明显，”加密资产机构Ergonia业务拓展负责人克里斯·纽豪斯表示，“在缺乏坚定买盘的情况下，每一轮ETF赎回和清算都会产生连锁效应。”他指出，这种机制“放大了每一次下跌幅度，并强化了防御性仓位”。 宏观预期变化冲击加密市场 市场分析认为，本轮抛售并非单一因素所致。Marex高级全球市场策略师伊兰·索洛特表示，科技股回调、黄金走强、整体避险情绪升温，以及市场对加密资产估值逻辑的重新审视，共同推动了这一轮下跌。 长期以来，比特币常被宣传为对冲通胀的工具，甚至一定程度上被视为黄金或美元的替代投资标的。但在本轮调整中，其走势更接近高风险资产，未能在市场承压时发挥避险功能。随着机构资金参与度提高，比特币在广泛去风险过程中反而更容易受到冲击，尤其是在近期科技股与贵金属同时剧烈波动的环境下。 “短期前景仍偏谨慎，但最糟糕的阶段或许已经过去，”索洛特表示，“历史上，这类剧烈波动往往被长期投资者视为布局机会，未来也可能再次如此。” 当前走势也让部分市场人士联想到2022年的加密货币崩盘。当时，在超宽松货币政策退出、美联储加息周期启动后，比特币在流动性持续收紧的环境中显著回落，并于2022年11月跌至约1.58万美元，较...

格隆汇2月6日｜继前一交易日暴跌近20%后，现货白银价格今日延续跌势。在市场经历历史性抛售潮后，白银仍难以寻获支撑，现货黄金跌幅相对较小，现跌0.8%。现货白银早盘跌破70美元关口，最低下探至67美元下方，较1月29日创下的历史高点回落逾40%。截至周四收盘，白银已回吐今年全部涨幅，市场陷入自1980年以来未见的剧烈动荡。现货铂钯日内均跌超1%。

美国股市周四大幅回落，人工智能相关高投入引发的盈利不确定性持续压制科技权重股，软件板块深陷调整区间。与此同时，贵金属市场剧烈波动，白银单日暴跌逾一成。 *科技权重股领跌，软件板块深陷调整区间 *银价断崖式下挫 *就业数据走弱推升降息预期，美债收益率大幅下行 周四，美国股市全线走低，科技权重股再度承压，微软、亚马逊跌超4%，市场对人工智能相关巨额资本支出的焦虑持续发酵。与此同时，贵金属市场剧烈波动，白银价格出现断崖式下跌。 截至收盘，道琼斯工业指数下跌1.20%，报48908.72点；标普500指数下跌1.23%，报6798.40点；纳斯达克综合指数下跌1.59%，报22540.59点。标普500指数与纳指均连续第三个交易日收跌，其中纳指本周累计跌幅接近4%。 【热门股表现】 权重科技股普遍承压。微软重挫4.95%，亚马逊下跌4.4%，谷歌A类股下跌0.54%，谷歌C类股下跌0.60%；特斯拉下跌2.17%，，苹果小幅下跌0.21%，Meta Platforms小幅上涨0.18%。芯片股分化，英伟达下跌1.33%，博通逆势上涨0.80%，超威半导体下跌3.84%。 纳斯达克中国金龙指数收高0.90%。个股中，蔚来上涨5.86%，百度上涨0.73%；阿里巴巴下跌0.87%，拼多多下跌0.60%，京东下跌0.83%。富途控股下跌2.21%，腾讯控股美国存托凭证下跌1.16%，携程基本持平小幅下跌0.07%。 亚马逊盘后发布财报，大跌逾10%。财报显示，亚马逊2025年第四季度营收为2134亿美元，高于市场预期。但公司预计第一季度营业利润区间为165亿美元至215亿美元，低于市场此前预期的220.4亿美元。 同时，亚马逊预计2026年的资本支出约为2000亿美元，明显高于市场此前预测。此前，谷歌母公司Alphabet公布财报并披露，计划在2026年投入高达1850亿美元的资本支出，进一步加剧市场对科技巨头人工智能投资回报周期过长的担忧。包括Alphabet在内，大型科技企业今年预计将在人工智能领域合计投入超过5000亿美元。 【市场概述】 标普500软件与服务指数已连续七个交易日下跌，区间累计跌幅达17.4%，创2020年3月以来最大七连跌纪录。标普500科技板块较去年10月创下的历史高点已回落12.7%，正式进入技术性调整区间。 ServiceNow当日下跌7.6%，赛富...

0P0000ZQX5.F 互動股市圖表 | Kames Global Equity Income Fun 股市 Yahoo 財經

有些人在生活中，可能会遇到这样的现象： 特别容易拖延，一点小事都不愿意去做，总是觉得没什么动力； 状态总是时好时坏，很难长时间保持活力，做一点小事就容易感到疲惫； 经常感到无精打采，提不起精神去行动，对许多活动都缺乏兴趣…… 这可能也是许多人的困惑：好像自己的「能量条」特别短，做一点事情就容易疲惫，什么都不想干。但别人却能够忙碌一天还神采奕奕，甚至还能出去玩，而自己只能瘫着什么也干不了。究竟为什么会这样呢？ 今天的文章，我想分享一些简单有效、立等可取的方法，让你在新的一年，告别低能量状态，让自己精力充沛，活力十足。 1. 试着立刻出去走一走 当你感到自己能量很低时，试着出去散散步，或者慢跑一下，往往能起到立竿见影的效果。 原因在于：很多时候，我们之所以陷入低能量状态，往往是因为 长期久坐导致大脑缺氧。 这种缺氧会降低大脑的活跃程度，调低脑区之间的协作和连通，表现在外就是昏昏沉沉、无精打采。 而只要你站起来、走出去，立刻就可以改善缺氧状态。 当我们散步时，脚步对身体的反作用力会在血管中形成细微的湍流。它可以让更多的血液和氧气进入大脑，从而提高大脑的工作能力。 当然，步频越高越好，慢跑就比散步好一些，性价比更高。不过，也要注意身体，要在能够承受的范围内活动。 与此同时，散步可以促进 BDNF（脑源性神经营养因子）的释放，提高突触的可塑性，从而让我们脑子转得更快、思维更清晰。 不需要很久，大概15分钟就能起到效果。如果你养成这样的习惯，每天都抽些时间出去走一走、跑一跑，持之以恒，你也许会发现，自己整体的精力和能量状态，会变得越来越好。 2. 跟 AI 聊聊天 很多时候，使得我们陷入低能量状态的，未必是生理上的原因，也可能是心理上的。包括悬而未决的压力、不确定的焦虑、难以抉择的选择、一直笼罩在心上的烦恼…… 它们堆积在大脑后台，不断抢占我们的注意力，蚕食我们的认知资源。久而久之，就会让我们感到心烦意乱，难以腾出足够的资源去思考问题、处理事情。 但是，出于种种原因，很多问题也许无法跟身边的人交流。这时，就可以试着跟 AI 聊一下。 现阶段各个 AI 的特征，都是尽量给予用户正面反馈。所以，很多时候，让 AI 给你一些鼓励、支持和肯定，也许就能有效缓解自己的压力。 分享一些我自己的做法： 查漏补缺：把关于某个问题的思考发给 AI，问它：我是否遗漏了什么？还有没有什么需要考虑的地...

路透社周四报道称，除了今年计划中的IPO之外，马斯克的SpaceX公司还准备推出一款直连星链卫星互联网服务的移动设备，该设备有望与传统智能手机形成竞争。知情人士称，SpaceX酝酿这款移动手机计划已有数年。 上周，当一位X用户发帖描述星链手机的可能性时，马斯克回应称“未来并非完全没有可能”。 他还表示：“这款设备将与现有手机截然不同，其设计将完全围绕**最高能效神经网络**优化。”这里的神经网络，指的是人工智能背后类人脑的计算硬件系统。 但针对网友在X平台上分享的路透社的报道，马斯克周四回应称：“我们没有开发手机。” 他还在另一位用户分享路透社消息的帖子下回应称：“路透社谎话连篇。” 责任编辑：于健 SF069

Pål K. Lønseth, head of Økokrim - the economic crime unit investigating Jagland - said: "We consider there are reasonable grounds for investigation, given that he held the positions of chair of the Nobel Committee and Secretary General of the Council of Europe during the period covered by the released documents.

格隆汇2月6日｜Wind数据显示，周五（2月6日），共有7家公司限售股解禁，合计解禁量为3360.59万股，按最新收盘价计算，合计解禁市值为52.43亿元。从解禁量来看，星环科技-U、登康口腔、汉桑科技解禁量居前，解禁股数分别为2716.34万股、298.77万股、151.69万股。从解禁市值来看，星环科技-U、登康口腔、汉桑科技解禁市值居前，解禁市值分别为49.85亿元、1.3亿元、8616.17万元。从解禁股数占总股本比例来看，星环科技-U、登康口腔、汉桑科技解禁比例居前，解禁比例分别为22.42%、1.74%、1.18%。

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

中信建投（601066）研报指出，当前汽车板块处于淡季弱势表现，但近期来看，市场对销量悲观预期反馈逐步钝化，悲观预期见底，结构性看反内卷及出海（885840）预期改善，自动驾驶政策催化落地，人形机器人（886069）特斯拉（TSLA）V3临近推出节点。我们维持前期观点，26年汽车以旧换新政策支撑内需，商用车或更为受益；结构性看多端侧AI(无人驾驶（885736）及机器人)商业化0-1突破带来估值弹性。

我们采访了4位AI创业者，他们在几年前，还都是人工智能“外行”。他们之前是大厂“牛马”，广告导演，B站up主，主编。但是，他们也都是AI“原生一代”，借助AI完成了自己的人生逆袭。 就在跨年之际，马斯克的“旧世界1000天倒计时”宣言，又给AI恐慌狠狠地加了一把柴。 巨头和寓言，离普通人太远，也只是AI时代水面上的冰山一角。我们关注的是普通人能够复制的成功经验。 最近，我们找到了4位“吃螃蟹的人”，他们的共同点是，不太专业，甚至都是文科生。但是，都抓住了AI带来的时代红利。 AI的爆发对王博源来说，更多的不是“被替代”的焦虑，而是终于等到了能够让他“创造宇宙”工具的兴奋。在2025年最后一天，这个完全没有IT背景的38岁前媒体记者，自己用AI做出来的杜比全景声音乐APP“全景新声”上线App Store的TestFlight 。 根本不会画画的连续创业者，用AI创作了品质相当不错的职场讽刺短片，创造出了深受网友认可的“牛马”IP。 还有成熟的商业广告导演，借助AI，让作品更具特色，成为AI创业公司喜欢的广告合作商。但他也会在深夜悲伤，因为他引以为傲的、几十年训练出来的创作风格，“在未来的AI时代里面可能只是一颗种子。” 他们有着相似的经历，那就是主动去了解，把AI融入自己的日常生活或者工作环境。于是一些东西被重塑了。 这些案例或许能够给我们启发。在面对AI时，笼统的恐慌或者无视，是没有建设意义的。不管是宏观，还是围观层面的个人，我们都可以想办法通过AI而受益。 38岁文科生，用AI写了11万行代码 王博源今年38岁了。英文专业毕业后，他十多年都在做科技报道，跟文字打交道。 但十几岁就拆过电脑的王博源，冥冥中一直在等一个机会，一个不被程序语言束缚、自由“创造”的机会。 他终于等到了。 王博源是一个狂热的杜比全景声音乐爱好者。 当Apple Music在2021年推出杜比全景声功能时，128个声道的听觉震撼，让他第一次发现听过无数遍的林肯公园《混合理论》，竟然有那么多新细节。但Apple Music无法批量查询杜比格式的音乐，于是他用Notion做了一个华语杜比全景声音乐数据库网页，手动录入了足足7333首曲目。 这样王博源在音乐发烧友圈子逐渐有了认知度。但网页功能有限，无法搜索，且随着曲库的补充越来越卡顿。 他咨询码农好友，把这个网页做成一个APP有没有戏。朋友善意地...

Image source: The Motley Fool. Thursday, Feb. 5, 2026 at 5 p.m. ET Call participants President and Chief Executive Officer — Andrew P. Power Chief Financial Officer — Matthew R. Mercier Chief Investment Officer — Gregory Wright Chief Revenue Officer — Colin McLean Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Core FFO per share -- $1.86 in the fourth quarter and $7.39 for the full year, reflecting a 10% increase over 2024. -- $1.86 in the fourth quarter and $7.39 for the full year, reflecting a 10% increase over 2024. 2026 core FFO guidance -- $7.90 to $8 per share, indicating anticipated midpoint growth of 8% year over year. -- $7.90 to $8 per share, indicating anticipated midpoint growth of 8% year over year. Record bookings -- $1.2 billion in new leases for 2025, nearly 70% higher than the prior five-year average. -- $1.2 billion in new leases for 2025, nearly 70% higher than the prior five-year average. Backlog -- nearly $1.4 billion at year-end on a 100% share basis, the highest in company history. -- nearly $1.4 billion at year-end on a 100% share basis, the highest in company history. Zero to one megawatt plus interconnection -- nearly $340 million in full-year bookings, 35% above 2024 levels, with a record $96 million leased in the fourth quarter. -- nearly $340 million in full-year bookings, 35% above 2024 levels, with a record $96 million leased in the fourth quarter. Interconnection bookings -- $18.9 million in the quarter, up 22% year over year, with EMEA setting a regional record. -- $18.9 million in the quarter, up 22% year over year, with EMEA setting a regional record. Hyperscale leasing -- Exceeded $800 million in annual bookings, with the largest company lease signed in 2025. -- Exceeded $800 million in annual bookings, with the largest company lease signed in 2025. Fee income -- More than doubled in 2025 due to funding strategy evolution. -- More than doubled in 2025 due to funding strategy evolution. Same capital cash...

So, all eyes are on what happens after voting this weekend. If, as the polls suggest, the People's Party gets even more seats than last time, it will be well ahead of its closest rival, though the polls show none of the parties getting an overall majority of the 500 seats in parliament. This time the senate is no longer allowed to take part in choosing the next government.

Amazon announced plans to spend $200bn on artificial intelligence and robotics this year, the latest tech giant to vow fresh enormous investments in the artificial intelligence arms race. The news of the investment comes one day after the Washington Post, owned by Amazon founder Jeff Bezos, announced it was cutting approximately a third of employees. Amazon also reported $213bn in revenue on Thursday. The fourth quarter earnings of the ecommerce and cloud computing giant came in slightly below Wall Street estimates even as sales and growth surged. Amazon will increase capital spending to $200bn this year from $125bn, CEO Andy Jassy said in a press release. Wall Street analysts were expecting spending to rise to around $147bn, according to FactSet. “With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital,” Jassy said. Amazon’s investment is latest sign that he cloud computing giants will not be hitting the brakes any time soon on hefty AI investments. Amazon, Microsoft, Alphabet’s Google and Meta are expected to collectively spend more than $630bn this year. Revenue at Amazon rose 14% to $213.4bn in the fourth quarter of fiscal year 2025, compared with $187.8bn in the year-ago period. The company reported net income of $21.2bn, or $1.95 per share, for the three-month period ending on 31 December. That compares with $20bn, or $1.86 per share, in the year-ago quarter. Analysts had expected $1.97 per share on sales of $211.4bn, according to analysts polled by FactSet. Amazon reported the fastest growth in its prominent cloud computing business, Amazon Web Services (AWS), in 13 quarters, with revenue increasing 24% to $35.6bn. Advertising revenue rose 22%, per a press release. Bezos, owner of the Post, is the executive chair of Amazon’s board of direc...

Jeff Bezos at Blue Origin in Cape Canaveral, Florida, on Monday. Photograph: Miguel J Rodriguez Carrillo/AFP/Getty Images · Photograph: Miguel J Rodriguez Carrillo/AFP/Getty Images Amazon announced plans to spend $200bn on artificial intelligence and robotics this year, the latest tech giant to vow fresh enormous investments in the artificial intelligence arms race. The news of the investment comes one day after the Washington Post, owned by Amazon founder Jeff Bezos, announced it was cutting approximately a third of employees. Amazon also reported $213bn in revenue on Thursday. The fourth quarter earnings of the ecommerce and cloud computing giant came in slightly below Wall Street estimates even as sales and growth surged. Related: ‘It’s an absolute bloodbath’: Washington Post lays off hundreds of workers Amazon will increase capital spending to $200bn this year from $125bn, CEO Andy Jassy said in a press release. Wall Street analysts were expecting spending to rise to around $147bn, according to FactSet. “With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital,” Jassy said. Amazon’s investment is latest sign that he cloud computing giants will not be hitting the brakes any time soon on hefty AI investments. Amazon, Microsoft, Alphabet’s Google and Meta are expected to collectively spend more than $630bn this year. Revenue at Amazon rose 14% to $213.4bn in the fourth quarter of fiscal year 2025, compared with $187.8bn in the year-ago period. The company reported net income of $21.2bn, or $1.95 per share, for the three-month period ending on 31 December. That compares with $20bn, or $1.86 per share, in the year-ago quarter. Related: Mass layoffs fuel fears of ‘death spiral’ at Washington Post Analysts had expected $1.97 per share on sales of $21...

Mike Cannon-Brookes, Atlassian CEO, discusses the company’s strong financial performance and revenue growth. He tells Romaine Bostick and Katie Greifeld on “The Close” that AI is one of the best things that has ever happened to Atlassian. (Source: Bloomberg)

AI恐慌蔓延，就业数据疲软，美三大股指跌超1%，白银暴跌19%，比特币崩跌，美债涨，中概逆市收涨。 美国12月JOLTS职位空缺创五年多新低，远低于预期。美国挑战者企业1月裁员10.8万人，创2009年以来同期新高，环比激增205%。 欧洲央行连续第五次按兵不动。 英国央行按兵不动，维持利率在3.75%，5比4投票结果释放强烈降息信号。 比特币遭血洗！暴跌12%至6.3万美元，超40万人爆仓，市场陷入“信心危机”。 选举不确定性下，日本30年期国债拍卖“稳住市场”。 中方领导人将于今年年底访问美国？中国外交部回应。 砸钱AI超谷歌，亚马逊今年支出指引2000亿意外爆表，盘后跳水超10%。 由于存储芯片短缺，英伟达将推迟发布新款游戏芯片。 Anthropic发布金融研究AI模型，路透跌超8.5%，FactSet一度跌10%。OpenAI推出GPT-5.3-Codex，称其为迄今最强编程代理。OpenAI推出Frontier，瞄准企业级代理自动化。 中国多家支付机构接入跨境二维码统一网关，支持更多境外钱包境内使用。 AI需求强劲，鸿海1月销售额7300.4亿元台币，同比增长35.5%。 美团：拟7.17亿美元收购叮咚买菜。

Earnings Call Insights: CMS Energy Corporation (CMS) Q4 2025 Management View CEO Garrick Rochow emphasized several milestones for 2025, notably the approval of a large load tariff in November aimed at data centers, stating this measure “protects our customers and supports growth in the state” while ensuring existing customers do not bear additional investment costs. Rochow highlighted the approval of the company’s 20-year renewable energy plan, which he said “provides visibility and certainty for our long-term investments in solar and wind, providing roughly $14 billion of customer investment opportunity over the next decade.” Rochow reported, “For 2025, we exceeded our adjusted earnings per share guidance and delivered $3.61 per share. This is up over 8% from 2024's actual results and delivers that compounding of earnings you have come to expect from CMS Energy.” He also announced a $24 billion five-year utility customer investment plan, increased by $4 billion from the previous plan. Regarding future growth, Rochow shared, “There has been great progress with the data centers that are considering locating in our service area. Regarding the data center referenced on the Q2 call… we’ve reached commercial terms on the extraordinary facilities agreement.” CFO Rejji Hayes stated, “We met or exceeded all of our key financial objectives for the year, most notably our adjusted earnings per share. We successfully invested $3.8 billion… to make our electric and gas systems safer, more reliable and cleaner.” Hayes outlined that the 2026 adjusted EPS guidance range has increased by $0.03 per share to $3.83 to $3.90, representing 6% to 8% growth off of 2025 actual results, and said, “Our increased 2026 EPS guidance implies 6% to 8% growth with continued confidence toward the high end of the range.” Outlook Rochow announced, “For 2026, we are raising our annual guidance by $0.03 to $3.83 to $3.90, which represents 6% to 8% growth off of 2025 actual results, and we continue to gu...

Photofex-AT/iStock Editorial via Getty Images TAT Technologies (NYSE: TATT ) has surged 28.3% since my strong buy rated report published in August. The stock even reached my most optimistic price target of $48.67 indicating a 34% increase before the stock price retreated. Since I initiated coverage for the stock with a strong buy in April 2024, the share price has risen over 300%. In this report, I discuss the company’s most recent earnings and revisit the valuation for TAT Technologies. What Does TAT Technologies Do? TAT Technologies is a fairly small company and that is also why I am happy with the share price performance. The price performance of TAT Technologies shows two things. The first one is that market outperformance is not reserved for the bigger aerospace and defense companies and often times it is underexposed names such as TAT Technologies that can substantially outperform. Secondly, TAT Technologies had no Wall Street coverage at the moment I initiated coverage and they were not even hosting earnings calls. Being able to detect value in thinly covered names speaks to the ability of Seeking Alpha analysts to pick outperformers and also underlines the value of expertise driven analysis. TAT Technologies (Investor Presentation) TAT Technologies is not a huge company so a good starting point for the analysis is just a quick recap of the business. TAT Technologies is a small but growing MRO (Maintenance, Repair & Overhaul) company with some sales exposure to OEMs (Original Equipment Manufacturer). The company derives 73% of its sales from MRO and 27% of sales from OEM. The company is largely focused on the commercial end market with a 85% sales exposure while military sales account for 15% of sales. We are currently seeing parallel growth for commercial aerospace and defense and TAT Technologies is able to benefit from that, but in defense it is a smaller player. By geographic exposure, we see that the company derives 66% of its sales from North America, w...

Key Points Nvidia is the world's top supplier of the most important data center chips for artificial intelligence (AI) development. The company is drawing an increasing amount of its revenue from a small number of customers, creating a significant risk. Investors seem to be taking a cautious approach to the stock right now, but that might change after Feb. 25. 10 stocks we like better than Nvidia › Over the last few years, artificial intelligence (AI) companies have been major drivers of overall stock market returns thanks to their incredible revenue and earnings growth. Nvidia (NASDAQ: NVDA) has led the charge with an 11-fold increase in its stock since the start of 2023 alone. Nvidia continues to experience astronomical demand for its industry-leading graphics processing units (GPUs) for data centers, which are the primary chips used in AI development. On Feb. 25, investors will get a fresh sales update when the company reports its operating results for its fiscal 2026 fourth quarter (ended Jan. 25). Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The report could dictate the direction of its stock, which is currently trading 10% below its all-time high. While most investors will rightly focus on the company's revenue and earnings, I think there is another key number to watch when Feb. 25 rolls around, and it often gets overlooked. All eyes will be on Nvidia's GPU sales The company's upcoming fourth-quarter operating results will cap off its strongest year ever, with total fiscal 2026 revenue expected to come in at $213 billion, according to management's latest guidance. Almost 90% of that revenue will have come from the data center segment alone, where the company counts its AI GPU sales. Nvidia's current generation of GPUs are based on its Blackwell and Blackwell Ultra architectures, which pro...