知情人士称，主权财富基金和纯多头投资者（这类投资者通常投资于预期会上涨的股票，而不从事做空）已表达出足以买下澜起科技香港上市发售的所有股票的兴趣。 他们称，股票已获多倍认购。 澜起科技的代表未立即回应置评请求。 责任编辑：刘明亮

Please turn on JavaScript to use this feature Please turn on JavaScript to use this feature Plenty of clubs have seemingly given up the ghost on the notoriously tricky January window and are already plotting their summer swoops. In totally-feasible transfer news, Chelsea want Jude Bellingham , Arsenal and Liverpool are chasing Eduardo Camavinga and Real Madrid, in this scenario having been gutted and stripped of their best assets, are targeting … Diogo Dalot. Forgive me for picking out my own passage in the Rumour Mill. This, on clubs’ summer plans, I found extraordinary. We’ll wait to see if any of it comes to pass. Football transfer rumours: Tottenham among seven clubs in for Raheem Sterling? The Rumour Mill is certainly spinning. And how on earth did Raheem Sterling – who hasn’t kicked a competitive football in eight months – find himself at the centre of the speculation? Crystal Palace’s proposed move for Wolves striker Jorgen Strand Larsen is reportedly on the rocks after the Eagles signalled their intention to walk away from a £50m deal. It is claimed Wolves expected a formal offer to arrive on Thursday but that’s not been forthcoming, and Palace are apparently ready to pull out. Jean-Philippe Mateta might be a little unhappy to hear this news, as Palace would surely veto his exit if they cannot seal a deal for the Norwegian striker. Just another regular day in the Premier League transfer circus.

In this Rule Breaker Investing podcast, Motley Fool co-founder David Gardner is joined by Motley Fool analysts Alicia Alfiere and Yasser El-Shimy to walk through his full 25-point risk rating system, a framework he's used for more than a decade to replace vague labels like "medium risk" with something concrete and measurable. Using Etsy and Duolingo as live 2026 case studies, the trio scores each company question by question -- covering the business, financials, competition, leadership, and the investor's own willingness to dig deeper. Along the way, listeners get a deeper look at how studying risk is really about studying quality -- and how seeing risk clearly with a number is just another way Rule Breaker investors can learn to break the rules. 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 » To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. Should you buy stock in Duolingo right now? Before you buy stock in Duolingo, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Duolingo wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $456,457!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,174,057!* Now, it’s worth noting Stock Advisor’s total average return is 950% — a market-crushing outperformance compared to 197% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for i...

Nearmap/DigitalVision via Getty Images Investment Thesis TXO Partners, L.P. ( TXO ) is a different way of getting exposure to the energy sector, arguably with much less volatility, too. Because of its focus on already developed drilling locations, it doesn't get that first drop in production that has already happened. Operating costs are lower and more stable, but it still gets the upside of commodities like oil and gas rising. One of the main reasons I’m bullish on the stock has to do with the yield and TXO's aggressive investment strategy, which effectively develops an asset portfolio of low-cost, high-predictability drilling sites across three of the major US basins. It’s solid and is why I’m rating this a Buy now. Operating Model - Focused TXO is not your traditional oil and gas play. The focus here is much more on already proven assets, where the initial production drop has already occurred, and what is left is more predictable yields over a long period of time. At the moment, it owns 1,300,000 gross acres across three basins , or 642,000 net acres. The basins in question are the Williston, Permian, and the San Juan basin. Acquisition Timeline (TXO Q3 2025 Presentation) Historically, the company has been mostly present in the Permian basin but has made moves to increase its presence in the San Juan basin in Colorado. The White Rock Energy acquisition included a cash consideration of $336 million, funded both through cash at hand (via a previous offering) and borrowings under the credit facility TXO has. The acquisition adds 92,000 net acres in the basin. If I wanted to be a bit crude and evaluate the cost per acre, it would come out to about $3,652. If we assume for a moment that all net acres are valued the same, the implied asset value for TXO would be $2.344 billion. Balance Sheet (TXO Q3 2025 Report) With a market cap of under $700 million, it certainly got me a bit more interested in the story here. In fact, my assumption here for the valuation appears to ...

格隆汇1月30日｜昨日收涨3.92%的蔚来(NIO.US)今日美股盘前续涨2.52%，报4.89美元。消息面上，蔚来汽车近日宣布，“蔚来世界模型NWM”新版本正式开启推送，首批将为超过46万辆“Banyan榕”车型推送。“Cedar雪松”车型及“CedarS雪松”车型，也将于近期开启推送。据悉，此次新版本中，蔚来在国内首次将完整的闭环强化学习应用于智能辅助驾驶研发，将城区与高速领航辅助全面模型化。此外，新版本新增城区领航换电功能，可支持全国超过2000座二代及以上城区换电站。 蔚来创始人、董事长、CEO李斌曾表示，蔚来正迈入以高质量增长为核心目标的第三发展阶段。未来将深化三品牌协同，在各细分市场持续提升份额，保持每年40%-50%的增长；同时将继续坚决投入基础设施建设，目标到2030年充换电站均突破一万座。(格隆汇)

Field & Main Bank decreased its position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 84.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 312 shares of the electric vehicle producer's stock after selling 1,700 shares during the quarter. Field & Main Bank's holdings in Tesla were worth $139,000 as of its most recent SEC filing. Get Tesla alerts: Sign Up Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC lifted its holdings in shares of Tesla by 11.8% in the fourth quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer's stock valued at $35,509,000 after purchasing an additional 9,293 shares in the last quarter. Revolve Wealth Partners LLC raised its position in Tesla by 21.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer's stock valued at $2,147,000 after buying an additional 931 shares during the last quarter. Bison Wealth LLC lifted its stake in Tesla by 52.2% in the 4th quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer's stock valued at $4,187,000 after acquiring an additional 3,558 shares in the last quarter. Sivia Capital Partners LLC boosted its position in Tesla by 9.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer's stock worth $3,855,000 after acquiring an additional 1,011 shares during the last quarter. Finally, AGP Franklin LLC grew its stake in shares of Tesla by 21.2% during the 2nd quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer's stock worth $1,544,000 after acquiring an additional 851 shares in the last quarter. Institutional investors own 66.20% of the company's stock. Insider Buying and Selling at Tesla In other Tesla news, CFO Vaibhav Taneja sold 2,637 shares of Tesla stock in a transaction on Monday, De...

Coastal Bridge Advisors LLC trimmed its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 41.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 6,833 shares of the company's stock after selling 4,888 shares during the period. Coastal Bridge Advisors LLC's holdings in Palantir Technologies were worth $1,246,000 at the end of the most recent reporting period. Get Palantir Technologies alerts: Sign Up A number of other hedge funds and other institutional investors have also modified their holdings of PLTR. Decker Retirement Planning Inc. grew its stake in Palantir Technologies by 778.7% during the third quarter. Decker Retirement Planning Inc. now owns 61,326 shares of the company's stock worth $11,187,000 after buying an additional 54,347 shares during the last quarter. Vanguard Group Inc. grew its position in Palantir Technologies by 3.6% during the 2nd quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company's stock worth $28,043,432,000 after acquiring an additional 7,194,216 shares during the last quarter. Truist Financial Corp increased its holdings in Palantir Technologies by 4.2% during the 2nd quarter. Truist Financial Corp now owns 537,000 shares of the company's stock valued at $73,204,000 after purchasing an additional 21,809 shares in the last quarter. Prentice Wealth Management LLC acquired a new stake in Palantir Technologies during the 3rd quarter valued at $550,000. Finally, Watershed Private Wealth LLC raised its position in Palantir Technologies by 75.3% in the 3rd quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company's stock valued at $1,423,000 after purchasing an additional 3,350 shares during the last quarter. 45.65% of the stock is currently owned by institutional investors. Insiders Place Their Bets In related news, insider Alexander C. Karp sold 359,325 shares of the company's stock in a transaction dated Thursday, November 20t...

格隆汇1月30日｜科沃斯(603486.SH)公告称，预计2025年归属于上市公司股东的净利润为17亿元-18亿元，同比增加110.90%-123.30%。报告期内，公司通过创新引领产品升级、聚焦中高价格带、开拓新市场、发展新品类等举措推动收入增长；同时优化全链路运营成本，提升毛利率和经营利润率；此外，对外投资公允价值提升带动非经常性损益增加。

格隆汇1月30日｜上期所公告，2026年1月30日，1组实际控制关系账户在相关合约上自成交第3次达到交易所处理标准。上述客户交易行为违反《上海期货交易所异常交易行为管理办法》第12、15条之规定，交易所决定对相关客户在相应品种上采取限制开仓的监管措施。 2026年1月30日，10组实际控制关系账户在相关合约上账户组日内开仓交易量超限达到交易所处理标准。上述客户交易行为违反《上海期货交易所异常交易行为管理办法》第16条之规定，交易所决定对相关客户在相应合约上采取限制开仓的监管措施。

财联社1月30日讯（编辑 梓隆）， 今日（1月30日），A股2026年首月行情收官。截至收盘，主要指数在月内普遍录得收涨，其中， 科创50 指数领跑市场。个股方面，剔除本月新股，市场个股平均上涨近7.8%，中位数涨幅近4.9%。 注：市场主要指数1月涨跌幅（截至1月30日收盘） 大小盘股首月分化，超级大盘市场垫底 从市场风格上看，本月大小盘股走势呈现明显差异。截至今日收盘，代表小 微盘股 的 国证2000 、 中证200 0指数月内分别上涨9.13%、8.16%，而权重股指数 上证50 、 沪深300 本月涨幅均不足2%。其中，“超级大盘”股表现尤为不佳，12只万亿市值（去年年末时）股中四分之三本月下跌，中位数跌幅4.6%，其中，招商 银行 于1月中旬总市值跌破万亿大关。 注1：12只万亿市值股开年首月表现（截至1月30日） 注2：总市值数据以去年年末时计算 注3：总市值以证监会算法统计（A股股本*A股股价+其他市场股本*其他市场股价*汇率） 小微盘股方面，以50亿元以下市值股计算，其累计共有78.7%本月收涨，平均涨幅达7.8%，中位数涨幅近5.8%。其中，月内翻倍股共有6只，分别为 志特新材 、通源 石油 、 友邦吊顶 、 天地在线 、 恒烁股份 、 通源环境 。此外，值得注意的是，中盘股在月内表现也较为活跃，尤其是总市值在500亿至1000亿元的个股，其平均涨幅近9%，高于小微盘股同期表现。 注：本月市场个股涨跌幅按市值分布统计（截至1月30日收盘） 此外，在去年年末表现占优的红利方向在今年开年首月则大幅跑输市场。截至今日收盘，红利系三大指数中， 中证红利 、 红利指数 月内涨幅分别达3.6%、3.3%，红利低波指数则录得0.6%的跌幅。从相关ETF的动向上看，截至1月29日，其三大指数跟踪的ETF月内份额变动有所分化，其中，红利低波ETF易方达份额增幅较高，而红利ETF万家份额降幅居前。 注：中证红利、红利指数、红利低波相关ETF月内基金份额变动情况（截至1月29日数据） 历史两月行情复盘，沪指平均上涨近2% 对于即将到来的2月，从历史数据上看， 上证指数 在近10年（2016年至2025年）2月期间上涨比例达8成，平均涨幅2.1%。其中，在2019年2月，上证指数单月大涨13.8%，而在2018年2月，其大跌6.4%。其余指数方面，北证50、中证1000、...

亚太药业公告，预计2025年度净利润为1亿元–1.2亿元，同比增长192.06%-250.47%。公司本期出售全资子公司绍兴兴亚药业有限公司100%股权，相应增加公司2025年度利润总额（非经常性损益）约1.49亿元。

BING-JHEN HONG/iStock Editorial via Getty Images China has approved its key AI startup, DeepSeek ( DEEPSEEK ), to buy Nvidia’s ( NVDA ) H200 artificial intelligence chips, although the final regulatory conditions are still being finalized, Reuters reported, citing two sources. Reuters also reported earlier this week that ByteDance ( BDNCE ), Alibaba ( BABA ), and Tencent ( TCEHY ) have been cleared to purchase more than 400,000 H200 chips in total. The report comes a day after Nvidia ( NVDA ) CEO Jensen Huang said that the company has yet to receive orders for H200 chips from Chinese customers, noting that Beijing was still deliberating on whether to allow imports of the U.S. firm’s products. Huang added that the H200 is “very good” for the Chinese market and that customers are eager to buy it. Introduced in 2023 and shipped beginning in 2024, the H200 belongs to Nvidia’s Hopper generation, trailing the current Blackwell line and two generations behind the upcoming Rubin platform. More on Hangzhou DeepSeek Artificial Intelligence Co., Ltd., Nvidia Nvidia: H200 China Roadblock And Soaring Memory Costs Threaten The Bull Case Nvidia: The New Boeing In China Wall Street Lunch: Trump Takes U-Turn On Greenland Tariffs After Reaching Arctic Framework Mercedes, Nvidia, and Uber to partner on large-scale commercial robotaxi deployment Tech Voices: xAI-SpaceX merger, digital euros, OpenAI mega-investors

达实智能公告，预计2025年度净利润为负值，预计归属于上市公司股东的净利润为-8.95亿元至-7.15亿元，上年同期为2588.12万元。报告期内公司利润亏损，主要由营业收入和毛利率下降，及项目公司股权转让及债务重组所致。营业收入和毛利率下降主要由签约项目实施进度滞后，及个别大项目结算金额被核减所致。

兴森科技公告，预计2025年年度净利润为1.32亿元–1.4亿元，上年同期亏损1.98亿元。报告期内，公司业绩较去年同期变动的主要原因如下：经营层面的影响，受益于行业复苏，公司营业收入保持稳定增长。利润层面主要受广州兴森半导体有限公司FCBGA封装基板业务和宜兴硅谷电子科技有限公司高多层PCB业务的影响。

上海莱士（002252）公告，全资子公司同路生物制药有限公司于近期收到国家药品监督管理局签发的《药品注册证书》，药品名称为人纤维蛋白原，剂型为注射剂，注册分类为治疗用生物制品（881142），规格为0.5g（885556）/瓶，药品注册标准编号为YBS00012026，药品批准文号为国药准字S20260007。人纤维蛋白原产品适应症为先天性纤维蛋白原减少或缺乏症。本次同路生物获得人纤维蛋白原《药品注册证书》，进一步丰富了公司的产品布局，提高公司血浆的综合利用率，有利于增强公司的核心竞争力和市场地位。

诚志股份（000990）公告，预计2025年度净利润为亏损1亿元-5000万元，上年同期为盈利2.31亿元。报告期内，大宗化工（850102）行业下游市场需求持续疲软，公司烯烃、辛醇等主要产品销售价格和毛利率逐步降低，叠加子公司税款补缴的影响，造成清洁能源（850101）业务业绩明显下滑，亦是公司整体业绩同比大幅下降的主要原因。但与此同时，公司显示材料等其他业务盈利水平有所提升，部分缓解了清洁能源（850101）业务业绩下滑带来的负面影响。

文章提及标的 红宝丽 -- 红宝丽（002165）公告，预计2025年度净利润为1600万元～2400万元，同比下降58.97%-72.65%。公司开拓聚醚、异丙醇胺产品国内外市场，产品销售总量持续增长。由于主要原料采购价格同比下降，公司产品价格相应下调等因素，公司产品毛利率下滑，加上人民币兑美元升值、子公司泰兴化学处于项目建设期且因项目技改拆除的设备资产计提减值影响利润等，使得营业利润较上年减少。

文章提及标的 江特电机 -- 江特电机（002176）公告，预计2025年度归属于上市公司股东的净利润亏损3.1亿元-3.7亿元，上年同期亏损3.19亿元。报告期内，公司核心锂矿茜坑尚未开采，公司锂矿石原材料主要为外购，采购价格与锂盐市场价格紧密相关，由于受市场环境等因素影响，使得公司锂盐产品毛利下降，导致公司经营出现亏损。

财联社1月30日讯，今日48股涨停，21股炸板，封板率为70%，湖南黄金5连板，百川股份3连板，天地在线10天6板，红宝丽9天4板。A股三大指数今日涨跌不一，个股跌多涨少，超2800股收跌。沪深两市成交额2.84万亿元，较上日缩量3945亿元。板块方面，农业、造纸、算力硬件、旅游酒店板块领涨；有色、油气、房地产等板块领跌。截至收盘沪指跌0.96%，深成指跌0.66%，创业板指涨1.27%，北证50指数跌0.29%。 人气及连板股分析 连板晋级率降至10.53%，连板高度降至5连板的湖南黄金，且3板及以上连板股家数降至仅有2只。随着黄金、白银等金属期货高位大幅回调，引发此前连续展开逼空的有色板块遭遇资金集中出逃，此前8连板的白银有色全天封死一字跌停，带动豫光金铅、招金黄金等30余只成分股遭遇跌停。随着资源股做空动能集中释放，市场风偏急剧下降并向农业等防御性板块聚集，此外趋势抱团资金主导的算力硬件股也重拾升势，成为创业板指展开深V反转主因。随着年报强制预告期结束，关注一些此前错杀的题材小票的修复机会。 主线热点 近期海外科技巨头再度掀起算力基础设施军备竞赛，亚马逊正与OpenAI洽谈500亿美元投资，微软与Meta公布的最新季度财报资本开支也超预期上调。算力硬件端受上述多重利好，全天表现强势，杰普特、致尚科技、长飞光纤、环旭电子涨停，天孚通信、联特科技等创出历史新高。总结近期多家机构研报观点，超节点方案已经成为国内外算力AI网络演变的主流趋势，Scale-up领域有望是scale out的10倍以上贷款，以太网化叠加ASIC开源生态的增量，光入柜方案对于NPO和光模块的增量有望持续超预期，CPO、液冷等核心受益方向高景气度仍将延续。不过从本月历次算力硬件股启动节点看，均为市场短期热门主线降温的情绪退潮期，若一些热门主线下周迎来修复，或再度对算力硬件股资金形成虹吸。 在腾讯元宝、百度文心宣布推出春节期间向用户发红包后，接近阿里巴巴消息人士向《科创板日报》记者透露，千问APP春节期间也将向用户发送红包福利。随着今年红包大战主角从移动支付转向AI助手，AI应用端再获市场聚焦，AI营销概念电声股份、天地在线、引力传媒涨停，值得买、易点天下、光云科技在结束异动监管期后也持续回暖。而随着春节围绕发放红包引发的大模型间的激烈竞争，有望进一步催热算力领域需求，引发阿里计划将未来3年AI...

文章提及标的 罗牛山 -- 生猪 -- 罗牛山（000735）公告，预计2025年度净利润为1.4亿元-1.8亿元，同比下降25.54%-42.09%。公司生猪销售量较上年同期小幅下降，且销售均价较上年同期下降，导致本报告期生猪板块利润较上年同期下降。

苏宁环球（000718）公告，预计2025年度净利润为2000万元至3000万元，同比下降81.84%至87.89%。预计扣除非经常性损益后的净利润为2500万元至3750万元，同比下降74.36%至82.90%。本报告期，公司归属于上市公司股东的净利润较上年同期下降，主要原因系公司销售规模下降，可结转面积较上年减少，营业收入下降；受公司销售政策的影响，产品单价下调，毛利率呈下降趋势；以及根据谨慎性原则，预计对具有减值迹象的部分房地产（881153）项目计提存货跌价准备等原因所致。

分析师认为，长期来看，今年的油价仍然存在下调压力。 “最近油价的涨势超出了大家的预期，业内此前并没预判到能涨这么多。”隆众资讯原油分析师李彦今天在接受第一财经记者采访时直言。 或受美国总统特朗普加大对伊朗军事威胁消息影响，国际油价连涨三天冲破了四个月高点。 从近期盘面表现来看，1月29日，国际油价收涨超3%，布伦特原油价格收于70.71美元/桶，突破70美元大关。 截至1月30日第一财经记者发稿，国际油价有小幅下调，WTI美国原油价格下调1.941%至64.15美元/桶，布伦特原油价格下调1.897%至68.25美元/桶。 “昨天晚上油价涨势猛烈是因为传闻昨晚会有打击行动（美国对伊朗），但如果美国方面最终没有行动，油价大概率会下跌，而今天的盘中国际油价的下调也是这个原因。”李彦对第一财经记者分析，目前业内对欧佩克的产能关注不算多，因为最近暂停增产，所以并非目前市场的主要关注点。“长期来看，今年的油价仍然存在下调压力。” “从今年1月起，国际油价的涨势较为明显，也超出业内的预期。”李彦告诉第一财经记者，背后的驱动力可总结为一个主要因素和两个次要因素。 李彦认为，主要因素是市场对美伊局势的担忧，由于地缘因素扰动了情绪，业内担心未来原油供应可能出现问题。而次要因素有两个，一是前段时间的寒潮天气确实导致美国原油的产量下降，另一个是 哈萨克斯坦 前段时间由于停电故障，部分油田暂时停产，也对油市产生了影响。 宏观层面，据摩根大通报告，占据 哈萨克斯坦 近一半产量的Tengiz油田可能在本月剩余时间内持续停机。“预计 哈萨克斯坦 1月的原油平均日产量仅为100万至110万桶，而正常水平约为180万桶。” 实际上，国际油价的上涨不止于近两天，上周（1月19日至1月25日）国际油价亦呈上涨趋势，周涨幅近3%。 华泰期货研究表示，美国打击伊朗的风险仍在加剧，由于地缘驱动的溢价已经增加至5美元/桶以上，伊朗不同于委内瑞拉，对其的军事打击将会产生显著的外溢效应。 中银国际分析，短期内国际油价面临关税政策与OPEC+增产的压力，但地缘风险溢价、OPEC+的干预能力以及全球需求韧性有望支撑油价底部；另外，宏观层面的不确定性或将加大油价的波动水平。

科沃斯（603486）公告，预计2025年年度实现归属于母公司所有者的净利润17亿元到18亿元，与上年同期相比将增加8.94亿元到9.94亿元，同比增加110.90%到123.30%。归属于母公司所有者的扣除非经常性损益的净利润16亿元到17亿元，与上年同期相比将增加8.84亿元到9.84亿元，同比增加123.40%到137.36%。

天宜新材（688033）公告，预计2025年年度将实现归属于上市公司股东的净利润为亏损25亿元到19亿元，与上年同期(法定披露数据)相比，预计将减少4.05亿元到10.05亿元，同比下降27.06%到67.19%。预计2025年年度将实现归属于上市公司股东扣除非经常性损益的净利润为亏损23.22亿元到17.22亿元，与上年同期(法定披露数据)相比，预计将减少1.28亿元到7.28亿元，同比下降8.00%到45.63%。经财务部门初步测算，预计2025年年度将实现营业收入为6.5亿元到7.2亿元，与上年同期(法定披露数据)相比，预计将减少4305.33万元到1.13亿元，同比下降5.64%到14.82%。

AustralianSuper Pty Ltd lifted its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 1,273.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 76,722 shares of the enterprise software provider's stock after purchasing an additional 71,135 shares during the quarter. AustralianSuper Pty Ltd's holdings in Oracle were worth $21,577,000 at the end of the most recent quarter. Get Oracle alerts: Sign Up A number of other large investors have also made changes to their positions in ORCL. Brighton Jones LLC grew its holdings in shares of Oracle by 189.3% in the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock worth $25,593,000 after acquiring an additional 100,494 shares during the period. Revolve Wealth Partners LLC boosted its position in Oracle by 8.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock worth $903,000 after purchasing an additional 404 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in Oracle by 21.5% in the second quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock valued at $951,000 after purchasing an additional 768 shares during the last quarter. SOA Wealth Advisors LLC. increased its position in shares of Oracle by 0.9% in the second quarter. SOA Wealth Advisors LLC. now owns 8,230 shares of the enterprise software provider's stock valued at $1,799,000 after buying an additional 74 shares in the last quarter. Finally, jvl associates llc acquired a new position in shares of Oracle during the 2nd quarter worth $236,000. Hedge funds and other institutional investors own 42.44% of the company's stock. Wall Street Analysts Forecast Growth A number of equities research analysts recently commented on the stock. Evercore ISI increased their price objective on shares...

AustralianSuper Pty Ltd trimmed its holdings in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 68.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 119,694 shares of the company's stock after selling 257,763 shares during the quarter. AustralianSuper Pty Ltd's holdings in Palantir Technologies were worth $21,835,000 at the end of the most recent quarter. Get Palantir Technologies alerts: Sign Up A number of other large investors also recently bought and sold shares of the business. Financial Consulate Inc. purchased a new stake in shares of Palantir Technologies during the third quarter valued at $30,000. Retirement Wealth Solutions LLC purchased a new stake in Palantir Technologies in the 3rd quarter valued at about $31,000. Flagship Wealth Advisors LLC bought a new position in Palantir Technologies in the 3rd quarter worth about $32,000. Marquette Asset Management LLC bought a new position in Palantir Technologies in the 3rd quarter worth about $34,000. Finally, Millstone Evans Group LLC increased its position in shares of Palantir Technologies by 98.0% during the third quarter. Millstone Evans Group LLC now owns 198 shares of the company's stock worth $36,000 after acquiring an additional 98 shares during the period. Hedge funds and other institutional investors own 45.65% of the company's stock. Palantir Technologies News Roundup Here are the key news stories impacting Palantir Technologies this week: Wall Street Analyst Weigh In PLTR has been the subject of a number of research reports. Piper Sandler boosted their price target on Palantir Technologies from $201.00 to $225.00 and gave the company an "overweight" rating in a report on Tuesday, November 4th. Morgan Stanley lifted their target price on Palantir Technologies from $155.00 to $205.00 and gave the company an "equal weight" rating in a research report on Tuesday, November 4th. UBS Group increased their price target on Palantir ...

曙光股份（600303）公告，预计2025年度归属于母公司所有者的净利润为负值，预计为亏损3亿元到3.6亿元。公司主营业务为汽车整车（881125）和车桥及零部件，受市场竞争加剧等因素影响，公司整车产销量未达预期，使现有毛利无法覆盖固有成本费用。基于会计准则要求及谨慎性考虑，公司2025年度预计计提信用减值损失约3000万元；拟对部分存货、固定资产等计提资产减值损失约2000万元，合计约5000万元，同比增加约3400万元，也是导致本期亏损的重要原因。

AustralianSuper Pty Ltd purchased a new position in QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 75,832 shares of the wireless technology company's stock, valued at approximately $12,615,000. Get QUALCOMM alerts: Sign Up Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Mirae Asset Global Investments Co. Ltd. raised its position in shares of QUALCOMM by 1.7% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 1,004,339 shares of the wireless technology company's stock worth $167,082,000 after purchasing an additional 16,738 shares during the last quarter. Retirement Planning Co of New England Inc. increased its stake in QUALCOMM by 3.2% during the 3rd quarter. Retirement Planning Co of New England Inc. now owns 12,165 shares of the wireless technology company's stock valued at $2,024,000 after purchasing an additional 375 shares in the last quarter. Valeo Financial Advisors LLC increased its stake in QUALCOMM by 0.8% during the 3rd quarter. Valeo Financial Advisors LLC now owns 20,665 shares of the wireless technology company's stock valued at $3,438,000 after purchasing an additional 156 shares in the last quarter. EPG Wealth Management LLC raised its holdings in QUALCOMM by 8.0% in the third quarter. EPG Wealth Management LLC now owns 10,766 shares of the wireless technology company's stock worth $1,791,000 after buying an additional 801 shares during the last quarter. Finally, Core Alternative Capital lifted its stake in shares of QUALCOMM by 12,341.3% in the third quarter. Core Alternative Capital now owns 28,615 shares of the wireless technology company's stock worth $4,760,000 after buying an additional 28,385 shares in the last quarter. Institutional investors own 74.35% of the company's stock. Wall Street Analysts Foreca...