格隆汇2月5日｜凯投宏观首席欧洲经济学家Andrew Kenningham表示，展望未来，欧洲央行的下一次行动很可能是降息，因为我们怀疑欧元区经济增长将令人失望，且核心通胀率将在下半年跌破2%并维持在该水平下方。初步预计欧洲央行今年将进行两次25个基点的降息，分别在9月和12月，存款利率将降至1.5%。

Kao press release ( KAOCF ): Q4 GAAP EPS of ¥ 49.19. Revenue of ¥ 389.8B.

APeriamPhotography Boeing is cutting roughly 300 supply-chain positions within its defense business and has begun notifying affected employees, according to several news reports. The reductions span multiple locations across the United States. Boeing ( BA ) continues to have more than 1,300 open roles across the company and is seeking to place displaced workers into other positions where possible. Separate workforce adjustments are also taking place in Boeing’s ( BA ) commercial airplanes unit. Engineers in the Seattle area were informed late last month that remaining work on the 787 Dreamliner will be transferred to South Carolina, where production of the widebody jet has already been consolidated, according to union representatives. The move is expected to affect roughly 250 to 300 employees. In a statement, Boeing ( BA ) said it regularly reviews staffing levels to ensure alignment with business needs and customer commitments. The company employed about 182,000 people at the end of 2025, an increase of roughly 10,000 from the prior year, according to regulatory filings. Boeing ( BA ) has continued hiring as it integrates Spirit AeroSystems Holdings, ramps up commercial aircraft output and advances development of the Pentagon’s F-47 fighter jet. Boeing ( BA ) is adding engineers in the Puget Sound region to support commercial airplane programs, noting that the roles are intended to be based near the aircraft they support to improve collaboration. The workforce changes come ahead of labor talks with the Society of Professional Engineering Employees in Aerospace, which represents about 16,000 engineers and technical staff. The group’s contract is set to expire in October. Union leaders said they were caught off guard by the 787 decision, citing assurances received shortly beforehand that no near-term actions were planned that would affect employment levels for members. Ray Goforth, SPEEA’s executive director, said the move has raised concerns as contract negotiation...

In a landmark achievement, Walmart Inc. WMT officially hit a $1-trillion market capitalization on Feb. 3, 2026, propelled by a remarkable 28% stock surge over the past year. This milestone catapults the retail behemoth into an elite circle of corporations — a club historically dominated by technology giants like Nvidia NVDA and Alphabet GOOGL. Walmart's entry in the trillion-dollar club is particularly significant as it marks the first time a traditional retailer has attained this valuation, a testament to its successful digital transformation. This historic milestone immediately shines a spotlight on exchange-traded funds (ETFs) that hold significant stakes in the company. For many investors, ETFs offer a primary avenue to gain exposure to Walmart's growth without purchasing individual shares. As Walmart's valuation climbs, its weight within major retail-focused ETFs increases, making these funds a crucial watchlist item for anyone tracking the ripple effects of this market move. The Engine Behind the Trillion-Dollar Valuation Walmart’s ascent to a trillion-dollar valuation was fueled by a radical transformation from a "big-box store" into a tech-driven ecosystem. Key data points that led to this growth include: The AI Revolution: Walmart aggressively integrated AI into its supply chain, improving inventory forecasting and search functionality. A landmark partnership with Google Gemini in early 2026 allowed shoppers to buy products directly through AI chatbots, cementing its status as the "new AI giant." E-commerce Dominance: For the third quarter of fiscal 2026, Walmart reported a staggering 27% rise in global e-commerce sales, as the company successfully competed with Amazon through services like curbside pickup and speedy delivery. High-Margin Revenues: Beyond selling groceries, Walmart has built a $4 billion advertising business, Walmart Connect, which carries higher operating margins than traditional retail and has significantly boosted the company’s overall p...

In terms of product demand, increased deployments from North American customers boosted hyperscaler demand within AMD’s cloud business, whereas a meaningful shift in EPYC adoption bolstered demand for its EPYC CPUs within the enterprise business. The company witnessed record server CPU sales to both cloud and enterprise customers in the reported quarter. AMD’s fourth-quarter earnings beat the Zacks Consensus Estimate by 15.9%. Revenues topped the mark by 6.2%. On a year-over-year basis, the company registered double-digit growth on both counts. But before diving straight into these ETFs, let us check AMD’s overall performance in the fourth quarter, in terms of other metrics. Therefore, for investors looking to capitalize on this recent dip without being fully exposed to the unique single-stock volatility and company-specific challenges that could severely impact AMD’s share price at any point of time, a more prudent strategy could be to invest in Exchange-Traded Funds (ETFs) with significant exposure to this chipmaker. This approach allows investors to capture the potential upside of AMD and other industry leaders while mitigating company-specific risks arising from sector-specific challenges or geopolitical factors. However, direct investment in AMD stock carries company-specific risks, including unforeseen challenges such as sudden shifts in global semiconductor export policies or major supply-chain disruptions related to its fabrication and design processes. These operational hurdles could trigger sudden and sharp declines in AMD’s share price. For investors, this share price slump may offer an opportune moment to invest in AMD shares, considering the company’s solid long-term growth potential, particularly in connection with the artificial intelligence (AI)-led technology boom. Against the backdrop of hyperscalers expanding infrastructure to meet rising demand for cloud services and AI, alongside enterprises modernizing their data centers, AMD is engaged in acti...

Shares of Advanced Micro Devices AMD slumped 17% on the bourses yesterday despite surpassing analysts’ top- and bottom-line expectations. This pullback was most likely triggered by the chipmaker’s first-quarter sales forecast, which fell short of some analysts’ expectations. For investors, this share price slump may offer an opportune moment to invest in AMD shares, considering the company’s solid long-term growth potential, particularly in connection with the artificial intelligence (AI)-led technology boom. Against the backdrop of hyperscalers expanding infrastructure to meet rising demand for cloud services and AI, alongside enterprises modernizing their data centers, AMD is engaged in active discussions with customers on at-scale, multiyear deployments starting later this year with its Helios and MI450 platforms. This follows AMD’s multi-generation partnership with OpenAI to deploy 6 gigawatts of Instinct GPUs. However, direct investment in AMD stock carries company-specific risks, including unforeseen challenges such as sudden shifts in global semiconductor export policies or major supply-chain disruptions related to its fabrication and design processes. These operational hurdles could trigger sudden and sharp declines in AMD’s share price. Therefore, for investors looking to capitalize on this recent dip without being fully exposed to the unique single-stock volatility and company-specific challenges that could severely impact AMD’s share price at any point of time, a more prudent strategy could be to invest in Exchange-Traded Funds (ETFs) with significant exposure to this chipmaker. This approach allows investors to capture the potential upside of AMD and other industry leaders while mitigating company-specific risks arising from sector-specific challenges or geopolitical factors. But before diving straight into these ETFs, let us check AMD’s overall performance in the fourth quarter, in terms of other metrics. A Brief Analysis of AMD’s Q4 Results AMD’s fourt...

ETFs to Buy as AMD Shares Sink Post Poor Q1 View Amid Q4 Earnings Beat Yahoo Finance

There's a rare but persistent issue with Socket AM5 processors where, occasionally, they burn out. The name that has come up the most in discussions of this issue is ASRock, which might make you think that ASRock has had the most failures. That's not necessarily a given; the tracking of the problem started on the /r/ASRock sub-Reddit, and that's why many of the failure reports are on ASRock motherboards. Given its proximity to the problem, you might expect that ASRock would have already put out a statement about it. Well, it hadn't — until now, anyway. In an official statement published on its website's "News" section, ASRock says it is "closely monitoring recent discussions regarding the performance and behavior of AMD Ryzen™ 9000 series processors on ASRock AMD platforms." No mention of exactly what the issues are, and no specific mention of Ryzen 9 or X3D processors, either — simply, 'we heard there's a problem, and we're looking into it.' Ten-four, ASRock. This echoes a similar statement from ASUS recently, and MSI has also released remarks on the issue. (Image credit: Enwyi/Reddit) In most reports, these chips normally get so hot that they leave scorch marks on the CPU and socket. Well, they don't normally fail at all, but you understand. We don't want to overstate the frequency of this issue; at the time of writing, there are around 350 reports, which sounds like a lot until you consider both that reports are not the same as verified, root-caused failures, and also the hundreds of thousands of Socket AM5 CPUs that are out there. This problem affects an infinitesimally tiny fraction of Socket AM5 users — but that doesn't make it any less frustrating, of course. The "burnt CPUs" issue initially plagued the Ryzen 7000 series processors way back in 2023, and last year, it was frequently framed as an issue specifically affecting AMD's "X3D" gaming processors with 3D V-Cache. While the pictures of burned processors and melted CPU sockets are certainly evocative, it'...

专题：聚焦美股2025年第四季度财报 核心要点 谷歌 母公司 Alphabet 财报与营收均超华尔街预期，但周四盘前交易中股价仍下跌。 公司宣布 2026 年将大幅增加人工智能（AI）支出，引发投资者担忧。 本周投资者大举抛售软件股，因担忧 AI 工具将取代传统软件产品。 谷歌预计 AI 支出大幅增长 Alphabet 股价在周四盘前交易中走低，尽管这家公司的财报与营收均超出华尔街预期，且宣布今年将大幅增加人工智能支出。 这家谷歌母公司的盘前股价下跌 4.2% ，此前周三收盘时已下跌近 2% 。Alphabet 公布四季度营收达 1138.3 亿美元 ，高于路孚特（LSEG）调查分析师预期的 1114.3 亿美元 。 据 Street Account 数据，其谷歌云部门营收 176.6 亿美元 ，超出预期的 161.8 亿美元 ；YouTube 广告业务营收 113.8 亿美元 ，略低于预期的 118.4 亿美元 。 这家科技巨头表示，将把 2026 年资本支出大幅提升至 1750 亿至 1850 亿美元 —— 是 2025 年支出的两倍多。其中大部分资本支出将用于投资谷歌 DeepMind 的 AI 算力基础设施 。 分析师观点 巴克莱银行分析师周四在研报中表示，基础设施、DeepMind 及 Waymo 的成本 “拖累了 Alphabet 的整体盈利能力”，且这一情况在 2026 年仍将持续。 他们称：“无论从营收、订单储备、API 调用量、Gemini 企业端采用率等任何指标来看，云业务的增长都令人惊叹。这些指标结合 DeepMind 在模型领域的进展，开始为 2026 年资本支出翻倍提供了合理性。” 他们补充道：“AI 业务前景持续向好，搜索业务也加速增长 —— 这是 Alphabet（GOOG）股价最核心的利好。” 德意志银行分析师周四在研报中指出，Alphabet 庞大的资本支出计划 “震惊了全球”。他们写道：“当前科技行业正处于变革期，目前尚无法确定这一举措究竟是利好还是利空。” 责任编辑：郭明煜

格隆汇2月5日｜奢侈品品牌Versace与普拉达集团宣布，Pieter Mulier将出任Versace全新创意总监一职。此项任命将于7月1日正式生效，象征这家意大利时装品牌迎来一次重大的创意转向。过去20年间，Pieter Mulier先后在Raf Simons、Jil Sander、Dior及Calvin Klein等品牌担任高阶创意职位。

爱普股份（603020）公告，公司与挪亚圣诺欧洲签订了《关于挪亚圣诺(太仓)生物科技有限公司之股权收购意向协议》，爱普股份（603020）拟受让挪亚圣诺(太仓)生物科技有限公司100%股权。其中，首次交易爱普股份（603020）受让目标公司80%股权，第二次交易于业绩承诺期满后启动，爱普股份（603020）将受让目标公司剩余股权。本次交易价格等将根据公司的尽职调查、审计及评估结果并经交易双方协商后确定。

BING-JHEN HONG Nvidia ( NVDA ) will not release a new gaming GPU in 2026, due to the ongoing supply crunch in memory, The Information reported, citing two people familiar with the matter. Instead, the company is prioritizing its supply of memory, which has become an issue for the tech industry, for its artificial intelligence accelerators, the news outlet added , citing its sources. The company is also cutting production of its line of gaming GPUs, due to the memory shortage, one of the people added. If the Jensen Huang-led company does not release a new gaming GPU this year, it would be the first time in three decades it has not done so. Nvidia did not immediately respond to a request for comment from Seeking Alpha. More on Nvidia Nvidia's Quiet Shift From Chips To AI Economics NVIDIA Corporation (NVDA) Presents at Second Annual AI Summit Transcript Nvidia Q4 Preview: Margins, China, And Risks Of A Post-Earnings Bust (Downgrade) Tower Semiconductor stock jumps on Nvidia AI infrastructure deal Nvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: report

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格隆汇2月5日｜特朗普再度抨击欧洲对风能的使用。

Nvidia is warning Trump administration officials that recently released rules governing chip exports to China are too strict and would destroy demand, the latest twist in the company’s saga to regain access to the lucrative Chinese market. The H200 was released in 2024 and isn’t as advanced as Nvidia’s newer Blackwell and Rubin chips. Trump approved the exports to keep the U.S. competitive in the Chinese market without dramatically boosting the nation’s AI capabilities.

Rexford Industrial Realty ( REXR ) declared $0.435/share quarterly dividend , 1.2% increase from prior dividend of $0.430. Forward yield 4.2% Payable April 15; for shareholders of record March 31; ex-div March 31. See REXR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Rexford Industrial Realty Three Ways To Play The Rexford Recovery Rexford Industrial Realty: We Sold The Common Stock, Bought Preferreds At 6.6% Current Yield Rexford Industrial Realty: A Growing 4% Yield For Lifelong Income Rexford Industrial Realty FFO of $0.59 in-line, revenue of $248.1M in-line

Mitsubishi Motors press release ( MMTOF ): Q3 GAAP EPS of - ¥ 3.35. Revenue of ¥ 1.97T. More on Mitsubishi Motors Mitsubishi eyes producing vehicles in the U.S. with Nissan and Honda Seeking Alpha’s Quant Rating on Mitsubishi Motors Historical earnings data for Mitsubishi Motors Dividend scorecard for Mitsubishi Motors Financial information for Mitsubishi Motors

On Sunday, his Iranian counterpart was asked in an interview with CNN whether Iran was prepared to discuss reported US demands. These were to curb its ballistic missile development and halt support for proxy militias, as well as end the production of enriched uranium, which is used to make reactor fuel but can also potentially be used for nuclear weapons.

(RTTNews) - CF Bankshares Inc. (CFBK) announced earnings for its fourth quarter that Increased, from last year The company's bottom line totaled $5.55 million, or $0.88 per share. This compares with $4.27 million, or $0.68 per share, last year. The company's revenue for the period rose 0.2% to $30.06 million from $29.99 million last year. CF Bankshares Inc. earnings at a glance (GAAP) : -Earnings: $5.55 Mln. vs. $4.27 Mln. last year. -EPS: $0.88 vs. $0.68 last year. -Revenue: $30.06 Mln vs. $29.99 Mln 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.

An independent cinema in Oregon has claimed Amazon pulled screenings of their documentary about Melania Trump in protest at the cinema’s marketing strategy. As reported by local newspaper the Lake Oswego Review, the general manager of the Lake Theater & Cafe has claimed the corporation cancelled future screenings of Brett Ratner’s authorised study of the first lady after being alerted to promotional pushes such as: “To defeat your enemy. You must know them. Melania” and “Does Melania wear Prada? Find out on Friday!” Writing on the cinema’s Instagram, Jordan Perry said: “Got a call that the higher ups (ie, at Amazon) were upset with how our marquee marketed their movie (ie, Melania), that, per them, Sunday would be its last day here.” Perry added that he hoped Amazon wouldn’t cancel his Prime membership and directed devoted Amazon fans to “show your support at Whole Foods instead”. The cinema owner also addressed those who had criticised his decision to show the film in the first place. In a post titled Why I, Jordan, Got Melania Here,” Perry wrote that his overriding instinct was that the programming “would be funny”. There was also a financial imperative, he added: “The film marketplace this week and next were a desert … So, to fill a screen, why not get this inexplicable vanity piece from the current president’s wife? I mean, it just seems so weird that it even exists (who wants a movie about Melania lol?), and wouldn’t it then be exponentially weirder, to the point of being funny, to show it here, at your obviously anti-establishment, occasionally troublemaking, neighbourhood cinema?” Amazon’s cancellation of the film in the Oregon cinema comes as some in the US have flagged the incongruity of healthy ticket sales and apparently empty cinemas. The film took $7m (£5.1m) over its opening weekend domestically and opened at No 3 in the US box office charts. The Daily Beast reports that there have been accusations of “fake tickets sales” to boost the box office totals...

Aidan Doyle was an estate agent in Liverpool before he decamped to Dubai and turned a £30,000 annual income into £500,000 a year and climbing. Acting as an agent for buyers and sellers, Doyle has seen his commission soar beyond anything he could hope to generate in the UK after just three years in the city, one of seven city-states in the United Arab Emirates. Dubai is becoming a significant threat to the US, Europe and the UK as a destination for bankers, hedge fund managers, lawyers, accountants and the people offering services that facilitate their globetrotting, including travel and estate agents. These days its lure is so potent, the city, nestled on the eastern side of the Arabian peninsula, has attracted both young entrepreneurs such as Doyle and more established figures. They have quit the UK to benefit from the ultra-modern facilities on offer such as 5G telecommunications and state-of-the-art hospitals, to register their businesses, buy vast live-work spaces, and trade with the rest of the world. Last year, the billionaire steel magnate Lakshmi Mittal joined a long procession of wealthy incomers after saying he was quitting Britain for Dubai in protest against Labour’s abolition of non-dom status – a previously longstanding arrangement that allowed him to keep his wealth offshore free of UK tax. The 75-year-old, who bought a palatial home in a gated community known as the “Beverly Hills of Dubai”, was recently joined by Mukesh Ambani, often referred to as Asia’s richest person. Ambani bought one of Dubai’s most expensive home on the beachfront estate of Palm Jumeirah. The property has 10 bedrooms, Italian marble, a 70-metre private beach, and set him back $163m (£120m). As one local real estate consultant posted on TikTok: “This isn’t a home – it’s a statement.” View image in fullscreen The artificial islands of Palm Jumeirah. Photograph: Delpixart/Getty High-profile celebrities such as the former tennis player Roger Federer and the footballer Cristiano Ro...

Image source: The Motley Fool. Thursday, Feb. 5, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Steve Menneto Chief Financial Officer — David Black TAKEAWAYS Revenue -- $188.6 million, reflecting a 5.8% decline driven by lower unit volumes in all segments, partially offset by pricing and favorable mix in Cobalt and Saltwater Fishing. -- $188.6 million, reflecting a 5.8% decline driven by lower unit volumes in all segments, partially offset by pricing and favorable mix in Cobalt and Saltwater Fishing. Unit Volume -- Total units shipped were 1,106, representing a 9.5% decrease, with Malibu and Axis contributing 46.4%, Saltwater Fishing 25.5%, and Cobalt 28.1% of volume. -- Total units shipped were 1,106, representing a 9.5% decrease, with Malibu and Axis contributing 46.4%, Saltwater Fishing 25.5%, and Cobalt 28.1% of volume. Net Sales Per Unit -- Average selling price rose 4.1% to $170,544 due to inflation-driven price increases and model mix in Cobalt and Saltwater Fishing, partially offset by mix shifts in Malibu segment. -- Average selling price rose 4.1% to $170,544 due to inflation-driven price increases and model mix in Cobalt and Saltwater Fishing, partially offset by mix shifts in Malibu segment. Gross Profit -- Declined 32.9% to $25.1 million, with a gross margin of 13.3% versus 18.7%, mainly from fixed cost deleverage and higher per unit labor and material costs across all segments. -- Declined 32.9% to $25.1 million, with a gross margin of 13.3% versus 18.7%, mainly from fixed cost deleverage and higher per unit labor and material costs across all segments. GAAP Net Loss -- Reported at $2.5 million, reversing from net income of $2.4 million in the previous year. -- Reported at $2.5 million, reversing from net income of $2.4 million in the previous year. Adjusted EBITDA -- Decreased 52.5% to $8 million, as margin fell from 8.4% to 4.3%. -- Decreased 52.5% to $8 million, as margin fell from 8.4% to 4.3%. Non-GAAP Earnings Per Share -- Adjus...

TSMC to make advanced AI semiconductors in Japan in boost for its chipmaking ambitions Tech Xplore

格隆汇2月5日｜OpenAI周四宣布推出全新人工智能平台Frontier，帮助企业构建、部署和管理AI代理。OpenAI表示，Frontier可与OpenAI此前发布的AI代理构建工具配合使用，使企业更容易整合AI代理执行任务所需的多种数据来源。这些智能体将能够处理来自不同来源的信息，并完成包括处理文件、运行代码在内的任务。OpenAI应用业务首席执行官菲吉·西莫表示：“到今年年底，领先企业中的大多数数字化工作将由人类进行指挥，并由成批的智能体来执行。这一点在编程领域已经成为现实，而且很快也会扩展到更多领域。”OpenAI没有公布Frontier的收费标准，该平台目前仅面向部分客户开放。

Iran's IRGC Seizes Two 'Fuel-Smuggling' Vessels In Gulf Amid US Showdown Iran's Islamic Revolutionary Guard Corps (IRGC) Navy says it has seized two vessels near Farsi Island allegedly carrying large quantities of smuggled fuel, the country's Students' News Agency (ISNA) reported Thursday - at a moment the nation's military has its "finger on the trigger" amid threats from the Trump White House and Israel . More than one million liters of diesel were discovered aboard the ships, according to the IRGC Navy's public relations office, and the seized 15 foreign crew members have been handed over to judicial authorities. Illustrative: prior fuel smuggling-related IRGC boarding, PressTV ISNA reported that the vessels were part of a fuel-smuggling network that had been operating for months and were intercepted following "monitoring, intelligence work, and IRGC naval operations." While the interdiction against the alleged fuel smuggling vessels is significant, Thursday's incident is somewhat more common and less alarming that if it had been a international oil tanker in the Strait of Hormuz, for example. Still, Tehran is using it to send a warning to any external power acting menacingly in its regional waters. Ezzatollah Zarghami, a former minister and ex-head of Iran’s state broadcaster IRIB, later on Thursday issued a blunt warning, declaring that "the Strait of Hormuz will be the place of massacre and hell." "I am sure that the Strait of Hormuz will be the place of massacre and hell for the US," Zarghami said. "Iran will show that the Strait of Hormuz has historically belonged to Iran. The only thing the Americans can think of is playing with their vessels and moving them from one place to another." With seizures at sea now paired with explicit threats, tensions around one of the world's most critical energy chokepoints - which the IRGC has frequently threatened it could block off altogether - continue to climb. This especially as Tehran is warning that it is ready to st...

Source: Bloomberg, 3:49

China-based JD.com operates a supply chain-driven e-commerce platform, serving both retail consumers and enterprise clients. On February 4, 2026, Knuff & Co LLC disclosed in a U.S. Securities and Exchange Commission filing that it sold out of JD.com (JD 1.75%), liquidating 147,651 shares in a transaction estimated at $5.16 million based on quarterly average pricing. What Happened According to a filing with the U.S. Securities and Exchange Commission dated February 4, 2026, Knuff & Co LLC exited its position in JD.com, selling 147,651 shares. The estimated value of the shares sold was $5.16 million, calculated using the average closing price during the filing quarter. The quarter-end value of the position dropped by $5.16 million, reflecting both the sale and changes in market price. What Else to Know With the sale, Knuff & Co LLC no longer holds JD.com shares, and the position now represents none of its reportable 13F assets. Top holdings after the filing: NASDAQ: AAPL: $43.18 million (12.7% of AUM) NASDAQ: MSFT: $28.83 million (8.5% of AUM) NYSE: PG: $19.12 million (5.6% of AUM) NASDAQ: GOOGL: $16.66 million (4.9% of AUM) NASDAQ: NFLX: $15.59 million (4.6% of AUM) As of February 4, 2026, shares of JD.com were priced at $27.55, down 31.1% over the past year, underperforming the S&P 500 by 45.1 percentage points. Company Overview Metric Value Price (as of market close February 4, 2026) $27.55 Market capitalization $43.99 billion Revenue (TTM) $180.73 billion Net income (TTM) $4.88 billion Company Snapshot Offers a broad range of products including electronics, home appliances, and general merchandise, and provides online marketplace and logistics services. Operates a supply chain-driven e-commerce platform, generating revenue from direct sales, third-party marketplace commissions, logistics, and technology services. Targets individual consumers and third-party merchants primarily within China, with a focus on both retail buyers and enterprise clients. JD.com is a lea...

Key Points Sold 147,651 shares of JD.com; estimated trade value $5.16 million based on quarterly average pricing Quarter-end position value decreased by $5.16 million, reflecting the sale of all shares Post-trade position: 0 shares; $0 value in JD.com Previous JD.com position accounted for 1.5% of the fund's AUM as of the prior quarter 10 stocks we like better than JD.com › On February 4, 2026, Knuff & Co LLC disclosed in a U.S. Securities and Exchange Commission filing that it sold out of JD.com (NASDAQ:JD), liquidating 147,651 shares in a transaction estimated at $5.16 million based on quarterly average pricing. What Happened According to a filing with the U.S. Securities and Exchange Commission dated February 4, 2026, Knuff & Co LLC exited its position in JD.com, selling 147,651 shares. The estimated value of the shares sold was $5.16 million, calculated using the average closing price during the filing quarter. The quarter-end value of the position dropped by $5.16 million, reflecting both the sale and changes in market price. What Else to Know With the sale, Knuff & Co LLC no longer holds JD.com shares, and the position now represents none of its reportable 13F assets. Top holdings after the filing: NASDAQ: AAPL: $43.18 million (12.7% of AUM) NASDAQ: MSFT: $28.83 million (8.5% of AUM) NYSE: PG: $19.12 million (5.6% of AUM) NASDAQ: GOOGL: $16.66 million (4.9% of AUM) NASDAQ: NFLX: $15.59 million (4.6% of AUM) As of February 4, 2026, shares of JD.com were priced at $27.55, down 31.1% over the past year, underperforming the S&P 500 by 45.1 percentage points. Company Overview Metric Value Price (as of market close February 4, 2026) $27.55 Market capitalization $43.99 billion Revenue (TTM) $180.73 billion Net income (TTM) $4.88 billion Company Snapshot Offers a broad range of products including electronics, home appliances, and general merchandise, and provides online marketplace and logistics services. Operates a supply chain-driven e-commerce platform, generating ...

photobyphm/iStock Editorial via Getty Images U.S. telecom Verizon ( VZ ) filed a lawsuit against rival T-Mobile ( TMUS ) over false advertising and for causing irreparable harm with misleading claims of yearly savings of over $1,000 if customers switch carriers, Reuters reported late on Wednesday, citing a complaint filed in Manhattan federal court. T-Mobile exaggerated the alleged savings, sometimes by more than 100%, by comparing its promotional rates with Verizon's standard rates and inflating the value of streaming, satellite connectivity, and other benefits that "the other guys leave out," according to the complaint, which was seen by the news outlet. Verizon said T-Mobile doubled down on savings claims that were “substantially identical” to claims found unsubstantiated and misleading by the National Advertising Review Board in 2025 and 2026, the report said. The NARB is a five-member panel that reviews advertising cases in the U.S. to ensure genuineness and authenticity. The alleged deception includes not offering apples-to-apples comparisons of subscriber costs by understating the savings that New York-based Verizon offers when it bundles various services, such as Netflix with HBO Max or Hulu with Disney+ and ESPN+, the report said. The lawsuit seeks unspecified triple damages for alleged intentional false advertising, damages for violating New York laws against anticompetitive practices, and a halt to the challenged ads. More on Verizon Verizon: Strong Momentum For 2026, Next Stop $50? Verizon Needs More Than A Stock Buyback Verizon: 'Winning Responsibly' Could Prove More Costly Than Expected Verizon eyes replacements for consumer unit head Sampath amid exit rumors — FT Verizon outlines $5B OpEx savings and targets up to 1M postpaid net adds in 2026 amid Frontier integration

英伟达将推迟新款游戏芯片发布 因存储芯片短缺 2026-02-05 22:09:20 来源： 同花顺7x24快讯 分享 文章提及标的 人工智能 -- 游戏 -- 存储芯片 -- 英伟达 -- 据两位知情人士透露，受人工智能（885728）热潮引发的全球存储芯片（886042）短缺问题持续加剧影响，英伟达（NVDA）今年将不会推出面向游戏（881275）玩家的新款图形芯片。这将是英伟达（NVDA）三十年来首次未发布新款游戏（881275）图形处理器。(新浪科技)