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韩国保健福祉部部长:养老基金目前正灵活开展外汇对冲操作

格隆汇 📅 02/04 11:28
格隆汇2月4日|韩国保健福祉部部长:韩国养老基金目前正灵活开展外汇对冲操作,有望于今年发行美元债券。韩国养老基金可将其海外资产作为抵押进行借款。

“AI觉醒”神话被戳破,Moltbook被爆手动操控智能体

同花顺 📅 02/04 11:27
号称拥有150万个自主ai智能体(886099)的AI社交平台Moltbook被爆手动操控智能体,平均每人控制88个,并且存在重大安全隐患。AI研究人员呼吁立即停止使用Moltbook,其底层框架可访问用户文件和密码,若被恶意攻击者植入指令,这些指令可能被数百万智能体自动执行。(澎湃新闻)

聚焦AI时代的新思维,香港浸会大学高管课程如何重构商业人才培养逻辑

36kr 📅 02/04 11:27
近年来,以深度学习、大模型和算力突破为代表的技术浪潮,推动人工智能从特定领域的专属议题,向成为产业生态、企业运营的核心驱动力演进。 AI不仅催生了“第二增长曲线”,更重新定义着产业的边界。 然而,当人工智能加速从辅助性技术向企业核心运营系统渗透,成为驱动增长、优化结构与构建护城河的关键力量。人工智能的应用范围也已从单点试验走向全域融合,重要性更是从“降本增效”演变为“战略重塑”。 以人工智能、大数...

As US readied next moon mission, something dangerous caught Nasa off guard

SCMP 📅 02/04 11:27
Nasa’s long-awaited moon shot with astronauts is off until at least March because of hydrogen fuel leaks that marred the dress rehearsal of its giant new rocket. It was the same problem that delayed the Space Launch System rocket’s debut three years ago. That first test flight was grounded for months because of leaking hydrogen, which is highly flammable and dangerous. “Actually, this one caught u...

铁流股份创历史新高

格隆汇 📅 02/04 11:27
格隆汇2月4日丨铁流股份(603926.SH)涨2.85%,报26.710元,股价创历史新高,总市值62.69亿元。

Amazon Earnings: What To Look For From AMZN - The Globe and Mail

Google 📅 02/04 11:27 AAPL.OMSFT.OAMZN.O
Cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) will be announcing earnings results this Thursday afternoon. Here’s what investors should know. Amazon beat analysts’ revenue expectations by 1.2% last quarter, reporting revenues of $180.2 billion, up 13.4% year on year. It was a strong quarter for the company, with an impressive beat of analysts’ EPS estimates and a narrow beat of a...

网络犯罪防治立法征询公众意见 重点治理黑灰产

财新 📅 02/04 11:26
这项立法目前在公安部起草阶段,尚未进入正式立法流程 当前网络犯罪中最受关注的是电信网络诈骗及其关联犯罪。图:视觉中国 【财新网】 网络犯罪形势严峻复杂,监管拟推动立法进行应对。目前,公安部起草的《网络犯罪防治法(征求意见稿)》(下称“征求意见稿”)正在向社会公开征求意见。其围绕网络犯罪的黑灰产治理作了多项规定,明确任何个人、组织不得实施干扰、破坏实名制的行为,征求意见稿的起草说明认为这能有效遏制网...

India Regulator Mulls Supervision Revamp for Banks to Curb Risks

Bloomberg 📅 02/04 11:25
India’s financial regulator is considering a revamp of how it supervises lenders, shifting from a traditional box-checking exercise to a deeper examination of banks’ business models, according to people familiar with the matter. The Reserve Bank of India plans to examine in greater depth how banks conduct their business instead of analyzing ratios in isolation at every inspection, said the people,...

NVIDIA (NVDA.US) Jensen Huang made a positive prediction: AI, as the 'driver of electricity shortages,' is not to be feared and will eventually lead to a reduction in energy costs. - 富途牛牛

Google 📅 02/04 11:25 NVDA.O
NVIDIA (NVDA.US) Jensen Huang made a positive prediction: AI, as the 'driver of electricity shortages,' is not to be feared and will eventually lead to a reduction in energy costs. 富途牛牛

特朗普提名沃什“过于低调”,美联储恐迎来重大转变!一文读懂

财联社 📅 02/04 11:25
财联社2月4日讯(编辑 黄君芝) 2017年,唐纳德·特朗普总统上次提名美联储主席时,他安排杰罗姆·鲍威尔在白宫玫瑰园与他一同亮相,特朗普称赞鲍威尔颇具“智慧和领导力”。鲍威尔则承诺,他将确保美联储随时准备应对不断变化的风险和市场变化。 但这一次,特朗普上周五通过社交媒体平台宣布提名凯文·沃什出任下一任美联储主席后,沃什此后就再也没有公开露面。经济学家们对此次提名过程中没有任何公开讲话表示惊讶和失...

Australian Market Swings To Notable Gains In Mid-market

Nasdaq 📅 02/04 11:25
(RTTNews) - The Australian stock market is swinging to notable gains in mid-market moves on Wednesday, extending the gains in the previous session, with the benchmark S&P/ASX 200 moving above the 8,900 level, despite the broadly negative cues from Wall Street overnight, with gains in financial, mining and energy stocks partially offset by weakness in technology stocks. The benchmark S&P/ASX 200 In...

大行评级丨里昂:重申京东健康“跑赢大市”评级,上调今明两年盈测

格隆汇 📅 02/04 11:25 9618.HK
格隆汇2月4日|里昂发表研究报告指,京东健康受双十一销售表现良好及12月流感感染个案激增所推动,预计去年下半年可保持增长势头,收入按年升24.5%至371亿元;受毛利率扩张与营运杠杆支撑,经调整EBIT或按年翻倍至21亿元。该行上调京东健康2026及2027财年经调整净利润预测1%及2%,以反映药物销售复苏及利润扩张前景,重申“跑赢大市”评级,续予目标价71港元。

背后有何考量?特朗普心腹米兰辞去白宫职务 续任美联储理事

财联社 📅 02/04 11:25
财联社2月4日讯(编辑 卞纯) 据报道, 美国总统特朗普的心腹斯蒂芬·米兰已于周二辞去白宫经济顾问委员会主席一职,而他将继续担任美联储理事一职 。 去年9月,米兰获参议院批准在美联储任职,同时通过无薪休假的方式保留白宫职务,这一安排颇为罕见。 在一封落款为周二的辞职信中,米兰写道,他曾向参议员们承诺,如果自己在1月之后仍留在美联储,就将离开白宫。 白宫发言人Kush Desai周二晚些时候证实了米...

Alphabet Q4 Earnings Preview: Can AI And Cloud Momentum Sustain The $4 Trillion Valuation?

Seeking Alpha 📅 02/04 11:25 GOOG.O
400tmax/iStock Unreleased via Getty Images By Zain Vawda Alphabet Inc. ( GOOG ) ( GOOGL ) is scheduled to release its fourth quarter 2025 earnings on Wednesday, February 4, 2026, after the market close. The tech giant enters this report following a historic year in which its stock surged nearly 70%, propelling its market capitalization past the $4 trillion milestone in January. As the "Magnificent...

Alphabet Q4 Earnings Preview: Can AI, Cloud Momentum Sustain $4 Trillion Valuation? (GOOG) - Seeking Alpha

Google 📅 02/04 11:25 GOOG.O
400tmax/iStock Unreleased via Getty Images By Zain Vawda Alphabet Inc. ( GOOG ) ( GOOGL ) is scheduled to release its fourth quarter 2025 earnings on Wednesday, February 4, 2026, after the market close. The tech giant enters this report following a historic year in which its stock surged nearly 70%, propelling its market capitalization past the $4 trillion milestone in January. As the "Magnificent...

Nvidia AI chip sales to China stalled by US security review, FT reports - Reuters

Reuters 📅 02/04 11:24 NVDA.O
Nvidia AI chip sales to China stalled by US security review, FT reports Reuters

AMD财报业绩会:数据中心业务强劲增长 MI450系列有望下半年量产

财联社 📅 02/04 11:24 MSFT.ONVDA.OAMD.O
财联社2月4日讯(编辑 刘蕊) 美东时间周二盘后,AMD公布去年第四季度财报及今年第一季度业绩展望。尽管AMD去年第四季度营收、盈利双双超出预期,但客户端和游戏业务营收环比下滑,股价盘后大跌8%。 尽管如此,AMD高管仍强调数据中心业务表现强劲。在财报业绩会上,AMD CEO苏姿丰表示:“我们有信心在未来三至五年内实现数据中心板块营收年均超60%的增长,并在2027年将人工智能业务年度营收扩大至数...

Nvidia AI chip sales to China stalled by US security review, FT reports

Yahoo 📅 02/04 11:24 NVDA.O
Feb 3 (Reuters) - Nvidia's H200 AI chip ​sales to ‌China remain in limbo ‌nearly two months after President Donald Trump approved exports, pending ⁠a ‌U.S. national security review, the Financial ‍Times reported, citing people familiar with the ​discussions. Chinese customers are, ‌meanwhile, not placing H200 chip orders with Nvidia until it becomes clear whether ⁠they will ​be able ​to secure the...

騰訊控股(00700)出現大手買入2.43萬股,成交價$561.0,涉資1.363千萬 - AASTOCKS.com

Google 📅 02/04 11:24 700.HK
騰訊控股(00700)出現大手買入2.43萬股,成交價$561.0,涉資1.363千萬 AASTOCKS.com

马来西亚国家石油公司与卡塔尔能源签署20年LNG供应协议

格隆汇 📅 02/04 11:24
格隆汇2月4日|马来西亚国家石油公司:马来西亚国家石油公司与卡塔尔能源签署20年液化天然气供应协议。公司将在20年内从卡塔尔能源公司每年最多采购200万吨液化天然气。

60+新项目炸场,2026年上海商业大爆发!

36kr 📅 02/04 11:24
作为中国商业地产的风向标,上海在商业项目开发上始终保持着高速度与高品质并进的态势。根据赢商网不完全统计,2026年上海计划开业的商业项目数量 超60个 ,覆盖浦东、闵行、徐汇、黄浦、静安等主要城区。从区域分布、体量规模、运营主体及项目类型来看,2026年的上海商业市场呈现出 “区域多核化、体量两极化、存量更新常态化、运营主体多元化” 的鲜明特征。 01. 区域分布: 浦东领跑,外围城区加速崛起 回...

港股异动丨中国联塑逆势涨超4%,机构称多因素共振有望共同驱动行业ROE和估值回升

格隆汇 📅 02/04 11:24
格隆汇2月4日|近期表现活跃的塑料管道龙头中国联塑(2128.HK)今日重拾升势,盘中逆势涨超4%,报6.11港元。 消息面上,今年1月20日,自然资源部、住房城乡建设部发布《关于进一步支持城市更新行动若干措施的通知》,为“十五五”城市更新规划提供了具体的操作指南,期间将更加重视“两重、两新”项目建设,持续开展地下管网和综合管廊建设,常态化推进老化燃气管道等市政设施更新改造。同时,还将通过更新改造...

大商所焦煤主力合约大涨5%

同花顺 📅 02/04 11:23
文章提及标的 焦煤主力合约 -- 大商所焦煤主力合约大涨5%,报1226.5元/吨。 涨跌都能赚 盈利就能离场!点击开通期货“T+0、双向交易”特权!>>>

“大空头”Burry警告比特币价格暴跌可能引发连锁反应

格隆汇 📅 02/04 11:23
格隆汇2月4日|因电影《大空头》而闻名的基金经理Michael Burry警告说,比特币价格的暴跌可能会加剧成自我强化的“死亡螺旋”,对过去一年囤积比特币的公司造成持久损害。Burry称,这种原始加密货币已被证明是一种纯粹的投机性资产,未能像贵金属那样成为一种有效的贬值对冲工具。他表示,若进一步下跌可能会迅速加剧主要持有者的资产负债表压力,迫使整个加密货币生态系统进行抛售,并引发大范围的价值崩盘。

MSCI: Rating Upgrade As Growth Reaccelerates

Seeking Alpha 📅 02/04 11:23
littleclie/iStock via Getty Images Summary Following my coverage on MSCI ( MSCI ), which I downgraded to a hold rating due to my belief that the business is going to see growth slowdown and that there are no strong catalysts that would turn things around in the near term, this post is to provide an update on my thoughts on the business and stock. I upgrade my rating to buy, as the Q4 2025 results ...

港股異動 | 騰訊控股(00700)跌幅擴大逾3% 微信宣佈對元寶的違規鏈接進行處置 作者 智通財經 - Investing.com 香港 - 股市報價& 財經新聞

Google 📅 02/04 11:22 700.HK
港股異動 | 騰訊控股(00700)跌幅擴大逾3% 微信宣佈對元寶的違規鏈接進行處置 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

Siri爆改闪击GPT:国产手机助手如何接招

36kr 📅 02/04 11:22 9988.HK700.HKAAPL.O
当OpenAI还在为广告变现和AGI理想争论不休时,苹果和谷歌已经酝酿起了“绕后偷家”。 1月24日,苹果公司官宣了自Siri诞生以来最具颠覆性的动作:砸下10亿美元与昔日的宿敌谷歌深度合作,为Siri全面换装定制版的Gemini大模型心脏。这次换装完成,Siri的参数量级将从1500亿跃升至1.2万亿,彻底蜕变为具备多轮深度对话、跨App操作能力的真正意义上的AI智能体。 全新的联盟将AI助手的...

NSW Labor backbenchers to protest Israel president Isaac Herzog’s visit in defiance of premier

The Guardian 📅 02/04 11:22
NSW Labor backbenchers have vowed to attend a Sydney protest against a visit by Israel’s president, Isaac Herzog, with one stating he will be attending because Australia should not be welcoming the head of a state engaged in an “ongoing genocide”. Another member of government said he was attending – despite the premier opposing any rallies – to show that “Bondi was not caused by such protests”. Up...

招商银行官宣:单笔5000以下入账不再短信通知

财联社 📅 02/04 11:22 700.HK
财联社2月4日讯(记者 彭科峰) 步入2026年,各家银行在成本端精打细算的趋势还在延续。 财联社记者注意到,昨日招商银行在官网发文称,自3月16日起,将优化账户变动短信通知服务。调整之后,对未开通账户变动短信通知服务的客户,招商银行将不再发送单笔5000元(含)以下的经人行大小额系统汇入汇款交易通知短信。 招行表示,本次调整过后,若客户希望及时掌握账户变动情况,可通过招商银行App、个人银行PC...

3.9元起,小象烘焙正式营业,要整顿“面包刺客”?

36kr 📅 02/04 11:22 9988.HK3690.HK
3.9元牛角包、4.9元碱水包!小象超市“杀入”烘焙圈? 最近,美团旗下小象超市自有烘焙品牌“小象烘焙”,悄悄在北京望京和后沙峪地区,单独上线了两家外卖。 页面显示,小象烘焙不仅有独特的品牌logo,且明确强调“现烤烘焙·只售当天”。 内参君实地探访小象烘焙博泰店发现,该店紧邻小象超市仓库,暂未设置独立门头与线下营业门店,但在仓库里可见厨房制作窗口。 店内的工作人员介绍, “现烤烘焙”类目下的产品...
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