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Apple has lagged behind its big-tech peers, but it has the resources to catch up and potentially overtake the competition. Apple (AAPL +2.73%) is an oddball among its big tech peers and always has been. It has its macOS and iOS operating systems and its App Store, of course, but its focus has never been on software. No, Apple has always been primarily a hardware company. The Mac and MacBook computers, iPhone, iPad, and iWatch are its bread and butter. Even its closest rival, Microsoft, has always been more focused on its Windows operating system than making hardware for it to run on. Perhaps that's why I'm not particularly surprised that the iPhone maker has lagged behind its big tech peers in the development of artificial intelligence (AI). But that is set to change in the near future, and when it does, I expect Apple, like Alphabet, will quickly outperform AI start-ups like OpenAI or Anthropic due to its vastly superior resources and powerful brand. It's still a giant Since its initial public offering (IPO) in 1980, Apple has perennially been one of the best-performing stocks on the market. That's still true now, more than 40 years later. During the past five years, it has returned 102% versus the S&P 500's 87%. The company's latest results showed that it's still a juggernaut. Expand NASDAQ : AAPL Apple Today's Change ( 2.73 %) $ 7.36 Current Price $ 276.84 Key Data Points Market Cap $4.1T Day's Range $ 272.26 - $ 278.95 52wk Range $ 169.21 - $ 288.62 Volume 5.4K Avg Vol 48M Gross Margin 47.33 % Dividend Yield 0.37 % For fiscal 2025 (ended Sept. 27), it recorded revenue growth of 6.4% year over year, hitting $416 billion. Net income for the year grew 19.4% from 2024 to $112 billion. Diluted earnings per share (EPS) for 2025 grew 22.6% over 2024. And then for the 2026 fiscal first quarter (ended Dec. 27), revenue rose 16% from a year earlier to $143.8 billion, and EPS increased 19%. Of particular note was the iPhone, which saw sales climb 23.3% from 2025 and accoun...

Key Points The company's Apple Intelligence launch failed, and management went back to the drawing board with AI. It partnered with Alphabet to introduce an AI-powered Siri, with likely plans to develop its own in-house program. Apple is still a leader in the hardware market with rapidly rising revenue and earnings per share that give it ample resources to develop its own AI. 10 stocks we like better than Apple › Apple (NASDAQ: AAPL) is an oddball among its big tech peers and always has been. It has its macOS and iOS operating systems and its App Store, of course, but its focus has never been on software. No, Apple has always been primarily a hardware company. The Mac and MacBook computers, iPhone, iPad, and iWatch are its bread and butter. 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 » Even its closest rival, Microsoft, has always been more focused on its Windows operating system than making hardware for it to run on. Perhaps that's why I'm not particularly surprised that the iPhone maker has lagged behind its big tech peers in the development of artificial intelligence (AI). But that is set to change in the near future, and when it does, I expect Apple, like Alphabet, will quickly outperform AI start-ups like OpenAI or Anthropic due to its vastly superior resources and powerful brand. It's still a giant Since its initial public offering (IPO) in 1980, Apple has perennially been one of the best-performing stocks on the market. That's still true now, more than 40 years later. During the past five years, it has returned 102% versus the S&P 500's 87%. The company's latest results showed that it's still a juggernaut. For fiscal 2025 (ended Sept. 27), it recorded revenue growth of 6.4% year over year, hitting $416 billion. Net income for the year grew 19.4% from 2024 to $112 billion. Diluted earnings per share (EPS) for 2025 grew 22.6% over 2024. An...

What Goes Around: The EU's Extralegal Sanctions Regime Submitted by Pascal Lottaz It has come as a shock to many of us in the alternative media sphere when, on December 15, the EU put the esteemed analyst, political commentator, and former Swiss Army colonel Jacques Baud , on its Russia-Sanctions list. He was one of several newly sanctioned individuals (alongside, for instance, the popular French journalist, Xavier Moreau ). Baud is already the second Swiss to be sanctioned. In June 2025, the EU announced that Nathalie Yamb, a Swiss-Cameroonian activist against neocolonialism, would be sanctioned. Being on the EU sanctions list is a devastating event for the people concerned, especially if they reside in an EU country or a closely associated state like Switzerland, Norway, or the UK. It means banks will freeze their accounts, credit companies will cancel their cards, they are not allowed to enter into contracts with EU-affiliated companies or private persons, and no business in the EU is allowed to have dealings with them, which, in theory, even precludes them from buying bread and other necessities of life. Furthermore, many international businesses will cancel all their services to them, including mail providers, social media platforms, etc. Even Swiss banks freeze or cancel accounts, out of fear they might get in trouble if they don’t comply with EU regulations. I recently interviewed two sanctioned people, Nathalie Yamb and Hüsseyin Dogru , and their testimonies are heartbreaking. For an equally harrowing account by Jacques Baud, see the most recent interview with him on Nima Alkhorshid’s ‘Dialogue Works’ channel. Nathalie also posted the short video below, in which she gives an overview of the ordeal (post in French, subtitles in English). Pour tous ceux qui veulent savoir ce que ça signifie être placé sous sanctions de l’Union européenne et quels seront les impacts pour Jacques Baud ou Xavier Moreau, je partage d’expérience, puisque je suis la première suisses...

Sander Meertins/iStock Editorial via Getty Images Heidelberg Materials ( HDLMY ) ( HLBZF ) said Thursday it agreed to acquire Maas Group's construction materials business in Australia for up to A$1.7B (~$1.19B) in cash, including a potential A$120M cash payment linked to further post-completion milestones. Heidelberg ( HDLMY ) ( HLBZF ) said the deal will expand its presence in the core Australia market, with the addition of 40 quarries with combined reserves of more than 350M metric tons, 22 ready-mixed concrete plants, two asphalt operations, and a recycling site. "We are taking a significant step to expand our business in Australia, focusing on further improving our aggregates capacity and concrete supply capabilities in a core market," Chairman Dominik von Achten said. "This reflects our commitment to a pure-play strategy as a leading global heavy building materials company in the industry." More on Heidelberg Materials Heidelberg Materials: I See Only One Direction This Can Go Long Term Seeking Alpha’s Quant Rating on Heidelberg Materials Historical earnings data for Heidelberg Materials

格隆汇2月5日｜英国央行以一票之差维持利率不变，以5比4的投票结果将利率维持在3.75%，行长贝利再次成为关键票，本月他选择按兵不动，而在去年12月的上次会议上曾投票支持降息。贝利在声明中称：“如果一切进展顺利，今年应当有空间进一步降息。”货币政策委员会的这一决定明显偏鸽，程度超出市场预期。央行预测显示，通胀将在4月回到2%的目标水平，并在2027年大部分时间低于该目标。会议纪要称，有“经济增长低迷以及劳动力市场闲置程度上升的迹象”，通胀的上行风险“已不再那么突出”。四位鸽派委员丁格拉、泰勒、拉姆斯登布里登均投票支持降息，出乎市场预料，此前市场普遍认为仅有两到三人会主张进一步宽松。最新经济预测显示，今年经济增速被大幅下调至0.9%，此前为1.2%；2027年的增速预测也从1.6%下调至1.5%。2028年经济预计增长1.9%，略高于此前预测的1.8%。

英倫銀行議息後宣布維持利率於3.75厘不變。

英倫銀行議息後宣布維持利率於3.75厘不變。

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks that should double by 2030. On February 3, HSBC analyst Stephen Bersey upgraded Palantir to Buy from Hold with a $205 price target, which was brought up from $197. However, on the same day, DA Davidson reduced its price target for Palantir Technologies Inc. (NASDAQ:PLTR) to $180 from $215 while maintaining a Neutral rating. The firm informed investors that the company achieved an exceptional conclusion to 2025, with revenue growth accelerating due to persistent US demand for AI solutions. Palantir is viewed as well-positioned to lead enterprise AI adoption through continuous platform innovation. However, the firm noted that following an after-hours stock price increase, Palantir trades at ~93 times its projected 2026 revenue, representing an unprecedented premium compared to its peers. Source: pixabay Palantir Technologies Inc. (NASDAQ:PLTR) builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the US, the UK, and internationally. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks that should double by 2030. On February 3, HSBC analyst Stephen Bersey upgraded Palantir to Buy from Hold with a $205 price target, which was brought up from $197. However, on the same day, DA Davidson reduced its price target for Palantir Technologies Inc. (NASDAQ:PLTR) to $180 from $215 while maintaining a Neutral rating. The firm informed investors that the company achieved an exceptional conclusion to 2025, with revenue growth accelerating due to persistent US demand for AI solutions. Palantir is viewed as well-positioned to lead enterprise AI adoption through continuous platform innovation. However, the firm noted that following an after-hours stock price increase, Palantir trades at ~93 times its projected 2026 revenue, representing an unprecedented premium compared to its peers. Source: pixabay Palantir Technologies Inc. (NASDAQ:PLTR) builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the US, the UK, and internationally. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks that should double by 2030. On February 3, HSBC analyst Stephen Bersey upgraded Palantir to Buy from Hold with a $205 price target, which was brought up from $197. However, on the same day, DA Davidson reduced its price target for Palantir Technologies Inc. (NASDAQ:PLTR) to $180 from $215 while maintaining a Neutral rating. The firm informed investors that the company achieved an exceptional conclusion to 2025, with revenue growth accelerating due to persistent US demand for AI solutions. Palantir is viewed as well-positioned to lead enterprise AI adoption through continuous platform innovation. However, the firm noted that following an after-hours stock price increase, Palantir trades at ~93 times its projected 2026 revenue, representing an unprecedented premium compared to its peers. Source: pixabay Palantir Technologies Inc. (NASDAQ:PLTR) builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the US, the UK, and internationally. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.

Hong Kong’s ombudsman has found that the Medical Council’s complaint-handling processes are excessively lengthy and plagued by a persistent backlog of cases, urging the watchdog and authorities to hasten procedures to uphold public confidence. The Office of the Ombudsman on Thursday released its investigation findings into the effectiveness of administrative support provided by the secretariat under the Department of Health for the council’s complaint handling and the government’s regulatory role. The findings showed that the council completed 263 inquiry cases between 2020 and 2025, averaging 44 a year. Advertisement More than 75 per cent of the cases were completed within five years, while the handling of 11 cases, or 4 per cent of the total, took between 10 and 15 years. The council had a backlog of 895 complaint cases as of last December, and most of them had been outstanding for less than two years from the date they were received, while some had been pending for long periods, according to the office. Advertisement “During our investigation into the secretariat under the Department of Health’s establishment, the office also found systemic issues and inadequacies in the management and operation of the Medical Council of Hong Kong’s complaint-handling and monitoring mechanism,” Ombudsman Jack Chan Jick-chi said.

(RTTNews) - ConocoPhillips (COP) reported a profit for fourth quarter that Drops, from last year The company's earnings came in at $1.442 billion, or $1.17 per share. This compares with $2.306 billion, or $1.90 per share, last year. Excluding items, ConocoPhillips reported adjusted earnings of $1.263 billion or $1.02 per share for the period. ConocoPhillips earnings at a glance (GAAP) : -Earnings: $1.442 Bln. vs. $2.306 Bln. last year. -EPS: $1.17 vs. $1.90 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.

尽管美国政府此次“技术性停摆”已结束，但关键经济数据发布节奏仍受到影响。 美国劳工统计局原定于本周五（2月6日）公布的1月就业数据报告被迫被推迟至下周三（11日），原计划于11日发布的1月通胀数据也将顺延两天至下周五（13日）公布。 在官方统计暂时缺席的时间窗口内，市场参与者与经济研究人士不得不重新依赖来自私人机构与企业经营活动的各类“替代性数据”，以拼接出对当前经济状况的判断框架。 来自私营部门的“前瞻性信号” 最先受到关注的是薪资处理公司ADP公布的月度就业报告。数据显示，上月美国私营部门仅新增2.2万个就业岗位，表现明显疲弱。与此同时，ADP还对2024年和2025年的就业历史估计进行了大幅下调。 除ADP外，分析人士还密切跟了踪劳动力数据公司Revelio Labs的就业指标、招聘网站Indeed发布的职位空缺数据，以及薪资服务商Paychex提供的小企业就业指数等多项私人信息来源。 通常情况下，华尔街将这些数据视为对官方数据的前瞻性信号。 不过，近年来，这些替代性数据的重要性正持续上升。去年秋季持续六周的政府“停摆”曾导致包括失业率与消费者价格指数在内几乎所有关键联邦统计数据暂停发布，分析师只能依赖私人数据评估经济走向。即便在政府数据能够正常发布的时期，私人数据所提供的更高频率与更细致维度，也使其成为理解经济运行机制的重要补充。 从历史上看，私人机构数据在美国经济分析中的角色由来已久。在20世纪30年代现代官方统计体系建立之前，市场本就依赖企业与机构自行收集的信息来观察经济变化。比如，1951年，世界大型企业联合会就已创建招聘广告指数衡量劳动力需求，而劳工统计局直到2000年才开始发布职位空缺数据。 随着数字化进程加速，企业能够收集的数据规模远超以往，数据处理技术与计算能力也进一步提升。彼得森国际经济研究所高级研究员杰德·科尔科（Jed Kolko）指出，这种技术与数据环境的变化，正在不断强化私人数据在宏观研究中的价值。 在经济受到冲击的特殊时期，私人数据的及时性优势尤为突出。新冠疫情期间，经济学家广泛借助OpenTable餐厅就座数据、工作场所管理平台Homebase的员工打卡记录等高频指标，实时追踪疫情与社交距离措施对经济活动的影响。 另一个不容忽视的优势是，私人数据往往具备更精细的结构信息。近期，经济学家利用ADP关于员工年龄与职业构成的详细资料，研...

新一份《財政預算案》2月底公布，有學者建議，可考慮再放寬100元印花稅的適用範圍。地產業界則認為，樓市已穩中向好，政府不用再出手救市。 市場觀望新一份《財政預算案》會否有新的樓市政策。回顧上一份《預算案》，政府將100元印花稅的適用範圍，由300萬元提升至400萬元，即時刺激細價樓交投。 根據代理統計土地註冊處資料，樓價400萬元以下的，一、二手私樓買賣登記，去年有13,800多宗，與前年10,400多宗相比，按年急升三成二。與此同時，整體樓價也扭轉跌勢，按年升逾百分之3。 有學者認為，政府今年可考慮將100元印花稅適用範圍，擴展至樓價450萬元的物業，有利樓市交投之餘，也能協助經濟發展。 中大新亞書院副院長莊太量稱：「450萬元及500萬元，也是一般小市民買的樓，若印花稅較低可減低他的負擔，也不擔心樓價炒得很貴。交投量好轉，除了整體氣氛好，地產代理或裝修工人收入也增加。」 減收細價樓印花稅，間接帶旺樓市，同時刺激代理收入，不過中原集團創辦人施永青認為，樓市已慢慢重拾正軌。 中原集團創辦人施永青認為：「樓市已很明顯好轉，本身已有足夠動力慢慢改善，不需要政府再『撤辣』或『加糖』等措施，反而我擔心現時刺激樓市，將令投資者、投機者加速入市，最後引來政府打壓，反而對樓市起負面作用。」 他認為現行印花稅稅階已訂立多年，建議按比例調低樓價400萬元以上物業印花稅，又預計若按建議調整稅階，將有利啟動換樓鏈，令成交物業更多元化。

新一份《財政預算案》2月底公布，有學者建議，可考慮再放寬100元印花稅的適用範圍。地產業界則認為，樓市已穩中向好，政府不用再出手救市。 市場觀望新一份《財政預算案》會否有新的樓市政策。回顧上一份《預算案》，政府將100元印花稅的適用範圍，由300萬元提升至400萬元，即時刺激細價樓交投。 根據代理統計土地註冊處資料，樓價400萬元以下的，一、二手私樓買賣登記，去年有13,800多宗，與前年10,400多宗相比，按年急升三成二。與此同時，整體樓價也扭轉跌勢，按年升逾百分之3。 有學者認為，政府今年可考慮將100元印花稅適用範圍，擴展至樓價450萬元的物業，有利樓市交投之餘，也能協助經濟發展。 中大新亞書院副院長莊太量稱：「450萬元及500萬元，也是一般小市民買的樓，若印花稅較低可減低他的負擔，也不擔心樓價炒得很貴。交投量好轉，除了整體氣氛好，地產代理或裝修工人收入也增加。」 減收細價樓印花稅，間接帶旺樓市，同時刺激代理收入，不過中原集團創辦人施永青認為，樓市已慢慢重拾正軌。 中原集團創辦人施永青認為：「樓市已很明顯好轉，本身已有足夠動力慢慢改善，不需要政府再『撤辣』或『加糖』等措施，反而我擔心現時刺激樓市，將令投資者、投機者加速入市，最後引來政府打壓，反而對樓市起負面作用。」 他認為現行印花稅稅階已訂立多年，建議按比例調低樓價400萬元以上物業印花稅，又預計若按建議調整稅階，將有利啟動換樓鏈，令成交物業更多元化。

Uber Technologies Inc. (NYSE:UBER) is one of the stocks that should double by 2030. On February 2, UBS lowered the firm’s price target on Uber to $111 from $122 while maintaining a Buy rating. Earlier on January 30, Bank of America Securities lowered Uber’s price target to $93 from $96 while maintaining a Buy rating. The firm identified ongoing uncertainty regarding autonomous vehicles as a short-term pressure on the company’s valuation. However, BofA noted that consistent revenue growth, improved 2025 margins, and a more predictable autonomous vehicle landscape should eventually drive valuation growth. Earlier on January 6, BofA Securities maintained its Buy rating on Uber Technologies Inc. (NYSE:UBER) with a $119 price target, emphasizing the company’s advantage in the AV market. The firm highlighted Uber’s collaboration with Nvidia as a vital partnership that could accelerate the implementation of Level 4 autonomous tech. BofA suggested that if multiple manufacturers develop Level 4 vehicles, Uber would benefit from increased opportunities to integrate these cars into its network, while also allowing private AV owners to generate income through the Uber platform. UBS Maintains Buy Rating On Uber (UBER) Citing Near-Term Margin Concerns, Gross Bookings Forecasts Uber Technologies Inc. (NYSE:UBER) develops and operates proprietary technology applications in the US, Canada, Latin America, Europe, the Middle East, Africa, and the Asia Pacific. It has three segments: Mobility, Delivery, and Freight. While we acknowledge the potential of UBER as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is o...

格隆汇2月5日｜交易员加大对英国央行放松政策的押注，目前更倾向于在三月降息。

Huntington Ingalls press release ( HII ): Q4 GAAP EPS of $4.04 beats by $0.15 . Revenue of $3.5B (+16.7% Y/Y) beats by $400M . Net cash provided by operating activities in 2025 was $1,196 million and free cash flow 1 was $800 million, compared to $393 million and $40 million, respectively, in 2024. Invested over $400 million in capital improvements in 2025. Achieved ~14% shipbuilding throughput growth in 2025, targeting ~15% growth in 2026. HII’s Financial Outlook 1 includes the following expectations: Medium term 2 HII revenue growth of approximately 6% Medium term 2 shipbuilding revenue growth of approximately 6% Medium term 2 Mission Technologies revenue growth of approximately 5% FY26 shipbuilding revenue between $9.7 and $9.9 billion; expect shipbuilding operating margin 3 between 5.5% and 6.5% FY26 Mission Technologies revenue between $3.0 to $3.2 billion, Mission Technologies segment operating margin of approximately 5%; and Mission Technologies EBITDA margin 3 between 8.4% and 8.6% FY26 free cash flow 3 between $500 and $600 million FY26 Outlook 1 Shipbuilding Revenue $9.7B - $9.9B Shipbuilding Operating Margin 3 5.5% - 6.5% Mission Technologies Revenue $3.0B - $3.2B Mission Technologies Segment Operating Margin ~5% Mission Technologies EBITDA Margin 3 8.4% - 8.6% Operating FAS/CAS Adjustment ($44M) Non-current State Income Tax Expense 4 ~($20M) Interest Expense ($105M) Non-operating Retirement Benefit $213M Effective Tax Rate ~17% Depreciation & Amortization ~$330M Capital Expenditures 4% - 5% of Sales Free Cash Flow 3 $500M - $600M Click to enlarge More on Huntington Ingalls Huntington Ingalls: Sailing The High Seas Making The U.S. Navy Great Again: Huntington Ingalls And Trump-Class Battleships Huntington Ingalls Q4 2025 Earnings Preview U.S. Navy downs Iranian drone near carrier in Arabian Sea Seeking Alpha’s Quant Rating on Huntington Ingalls

从“千亿神话”到“犹豫踟蹰”，英伟达和OpenAI之间蔓延着无声的博弈。 近日，有传闻称芯片巨头英伟达将不会兑现此前承诺给OpenAI的1000亿美元投资。《华尔街日报》还援引知情人士消息透露，黄仁勋近几个月私下同业内人士沟通时批评OpenAI在商业上缺乏纪律性，同时对OpenAI面临的来自谷歌和Anthropic等企业的竞争压力表示担忧。 多重因素叠加之下，有关英伟达和OpenAI关系“不合”的猜测走俏。 随后，英伟达创始人兼CEO黄仁勋公开否认了这一猜测，并表示不会放弃对OpenAI的投资，只是投资规模不会达到1000亿美元，但仍将是英伟达从未有过的大规模投资。 OpenAI首席执行官Sam Altman（萨姆·奥尔特曼）就上述传闻做出回应， 他表示“非常乐意与英伟达合作”，称赞英伟达制造了世界上最好的AI芯片，并希望能够长期保持英伟达大客户的身份。 截至北京时间5日上午，英伟达股价跌幅3.41%，是继本周以来连续第四天下跌，总市值表现为4.23万亿美元，距离巅峰时的5万亿美元，减少7700亿美元。 彭博社4日援引知情人士消息称，英伟达将达成一项协议，将投资200亿美元入股 OpenAI，作为后者最新融资轮的一部分。但这笔交易尚未最终结束，条款可能发生变化。 1000亿美元投资“泡沫” 去年，英伟达许下对OpenAI的千亿美元投资承诺。 2025年9月，黄仁勋和奥尔特曼共同宣布，英伟达将分期向OpenAI投资最高可达1000亿美元（约合人民币6952亿元），帮助其构建人工智能基础设施。 黄仁勋曾坦言，这一项目的电力需求或将达到惊人的100亿瓦特（约10GW）。根据长江证券发布的报告，在2025年1月，美国发布《宣布国家能源紧急状态》行政令，拉响电力短缺的警报。电力短缺的直接导火索正是以人工智能为代表的高技术产业的爆发式增长。 电力短缺成为美国人工智能数据中心建设与运营的关键掣肘因素。 根据上述报告数据，假设2024年电力供需基本平衡，2025-2030年间美国将面临73.2GW的电力总缺口。 如果数据中心增长超预期，这一数字可能飙升至201GW，相当于北美当前最高负荷的25%。 同时，美国证券交易委员会（SEC）去年11月发布的备案文件，英伟达千亿美元的投资“承诺”并没有最终敲定。 这意味着，英伟达备受关注的大笔投资承诺更像是一场“口嗨”。 此外，市场有关分析更...

中环海陆（301040）公告，持股11.36%的股东江苏江海机械有限公司拟自披露之日起15个交易日后的3个月内，通过集中竞价和大宗交易方式减持不超过300万股，占公司总股本3.00%；其中集中竞价减持比例不超1%，大宗交易减持比例不超2%；减持期限2026/3/9～2026/6/8，价格按市场价格执行，股份来源为首次公开发行前股份。

格隆汇2月5日｜“全球第一大生猪养殖企业”牧原股份(2714.HK)将于明日(2月6日)在港上市，富途行情显示，该股暗盘段收报39.74港元，较招股价39港元涨1.9%，每手100股，不计手续费，一手赚74港元。 据弗若斯特沙利文，按生猪产能及出栏量计，牧原食品自2021年起，为全球第一大生猪养殖企业。生猪出栏的全球市占率由2021年的2.6%，增长至2024年的5.6%，已超越第二至第四名的合计市场份额。牧原食品采取垂直一体化运营，涵盖生猪育种、养殖、饲料、生猪肉类屠宰和销售等全产业链。 牧原股份本次引入正大集团、金龙鱼母公司丰益国际、中国中化、河南农投集团、加皇环球资管(亚洲)、富达基金、高毅资产、中国平安、大家保险、瑞银、美的、Millennium、简街资本为基石投资者，认购金额6.9亿美元。(格隆汇)

(RTTNews) - WEC Energy Group, Inc. (WEC) released a profit for fourth quarter that Drops, from last year The company's earnings came in at $316.6 million, or $0.97 per share. This compares with $453.5 million, or $1.43 per share, last year. Excluding items, WEC Energy Group, Inc. reported adjusted earnings of $465.3 million or $1.42 per share for the period. The company's revenue for the period rose 11.1% to $2.537 billion from $2.284 billion last year. WEC Energy Group, Inc. earnings at a glance (GAAP) : -Earnings: $316.6 Mln. vs. $453.5 Mln. last year. -EPS: $0.97 vs. $1.43 last year. -Revenue: $2.537 Bln vs. $2.284 Bln 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.

ENPH stock jumps 50% after earnings beat and upbeat guidance; its potential role in data centers and 22% short interest drive rally, but the stock is overbought

财联社2月5日讯（编辑 冯轶） 财联社为您带来今日港股重要公告 1）公司要闻 美团-W(03690.HK)： 拟以7.17亿美元收购中国大陆领先的生鲜电商企业叮咚的全部已发行股份。根据协议，转让方可从目标集团提取不超过2.8亿美元的资金，但需确保目标集团净现金不低于1.5亿美元。此次收购将使目标公司成为美团的间接全资附属公司，其财务业绩将并入美团的财务报表。 蔚来-SW(09866.HK)： 预计2025年四季度经调整经营利润约人民币7亿元-12亿元，为首次取得单季度经调整经营利润，上一年同期为亏损55.436亿元。主要销量增长，产品组合推动汽车毛利率优化，及公司降本增效措施。 圣贝拉(02508.HK)：发布盈喜，预期2025年度经调整净利润不低于1.2亿元，同比增长不低于183%。 通达集团(00698.HK)：发盈喜，预计2025年度股东应占溢利约1.15亿至1.25亿港元。 彩客新能源(01986.HK)：附属彩客科技2025年营业收入约5.07亿元，同比增长11.49%；净利润约1.46亿元，同比增长26.55%。 信利国际(00732.HK)： 1月综合营业净额约为11.92亿港元，同比增加约13.5%。 复星医药(02196.HK)：复迈宁®新增适应症上市申请获受理并获纳入优先审评程序。 协合新能源(00182.HK)： 1月权益发电量为876.83GWh，同比增长16.87%。 中国电力(02380.HK)：附属新源智储与托里公司订立BESS采购合同，代价人民币4.52亿元。 太古地产(01972.HK)：第四季度太古广场租用率96%，租金下调13%。 2）部分房企1月销售情况 中国海外发展(00688.HK)： 1月中国海外系列公司的合约物业销售金额约人民币144.78亿元，同比上升20.4%。 中国海外宏洋集团(00081.HK)：1月中海宏洋系列公司合约销售额人民币24.12亿元，同比上升9.3%。 弘阳地产(01996.HK)：1月合约销售金额为人民币1.00亿元，同比减少85.05%。 雅居乐集团(03383.HK)：1月合同销售金额合计为约5.4亿元，同比减少32.5%。 正荣地产(06158.HK)：1月合约销售金额约为3.46亿元，同比减少7.24%。 3）回购动态 吉利汽车(00175.HK)：斥资2764.59万港元回购171.8...

港股公告精選｜美團擬斥資逾7億美元收購叮咚 中國海外發展1月銷售額同比增約20% 富途牛牛

London Stock Exchange Group Plc shares partially rebounded from their biggest two-day drop in almost five years as analysts at JPMorgan Chase & Co. and Goldman Sachs Group Inc. downplayed the impact of artificial intelligence on the firm’s data and analytics business. The stock gained as much as 7.4% on Thursday amid a broader rebound in shares seen at risk of AI disruption. JPMorgan reiterated a buy rating on LSEG, saying there’s “confusion” in the market around the impact of AI. LSEG shares suffered a 19% drop over Tuesday and Wednesday amid a slump in software and data stocks attributed to recently-released AI automation tools from Anthropic PBC, including for its Claude Cowork agent. However, JPMorgan’s Enrico Bolzoni said in a note on Thursday that AI companies are partnering with data firms like LSEG rather than replacing them. He pointed to an October announcement that LSEG is collaborating with Anthropic, granting Claude access to the British firm’s data. LSEG, originally known for its share-trading venue, built its data business with a landmark $27 billion acquisition of Refinitiv in 2021. Data and analytics accounted for more than 40% of the company’s revenue in its last earnings report. Read: European Exchanges Find Data Ventures Under AI Fears: ECM Watch Goldman’s Oliver Carruthers seperately described the likely AI impact on LSEG as “limited.” He said in a note that just 6% of revenue — related to LSEG’s work flows business — carries some risk. Carruthers’s 14,550 pence price target is the highest among analysts tracked by Bloomberg and suggests about 90% upside from current levels. Bloomberg LP, the parent of Bloomberg News, competes with LSEG in providing financial data. Read: What’s Behind the ‘SaaSpocalypse’ Stock Plunge: QuickTake

Feb 5 (Reuters) - Software and data services stocks stabilized on Thursday after a bruising selloff, as investors looked for clues on whether fast-advancing artificial intelligence tools are starting to dent ​demand for traditional software and subscription businesses. ServiceNow gained 0.7%, Salesforce added 0.1%, while Microsoft dipped 0.8% ‌in premarket trading after sharp falls earlier this week. The S&P 500 software and services index has shed more than $800 billion in ‌market value over the past six sessions. Price performance of overseas tech stocks was also mixed. Shares in London Stock Exchange Group added 6.4%, while data analytics firms RELX rose 2.4% and the Netherlands-based Wolters Kluwer gained 1.5%. In contrast, India's software exporters index , which houses HCL Technologies and Wipro, slipped 0.7%, a day after plunging 6% in their ⁠worst session for nearly six years. Thomson ‌Reuters, which owns the Westlaw legal database and the Reuters news agency, gained 3.1% in thin volumes after fourth-quarter results were largely in line with estimates. The company ‍said it was seeing tangible benefits from AI investments. The stock suffered a record one-day plunge earlier this week after investors raised concerns that a new plug-in from Anthropic's Claude could disrupt its legal business. "The market is putting a question on ​the earnings compounding nature of software companies, whether that gets disrupted," said Manish Kabra, London-based lead U.S. ‌equities and multi-asset strategist at Societe Generale. "At the moment, we have not suggested people to buy software for that reason. I think a lot of cyclical sectors will do better." The software selloff has come alongside a broader rotation out of technology and into value-oriented sectors such as consumer staples, energy and industrials, which were laggards in the bull market that began in October 2022. Alphabet dropped 2.6% after the Google parent said its capital ⁠expenditure could as much as double this...

Rogers Sugar ( RSGUF ) declares $0.09/share quarterly dividend , in line with previous. Forward yield 7.83% Payable April 15; for shareholders of record March 27; ex-div March 27. See RSGUF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Rogers Sugar Inc. Rogers Sugar Inc. (RSI:CA) Shareholder/Analyst Call Prepared Remarks Transcript Rogers Sugar: Revisiting The Thesis As LEAP Is Delayed Rogers Sugar Inc. (RSI:CA) Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on Rogers Sugar Inc. Historical earnings data for Rogers Sugar Inc.