港股半导体板块午后持续下探，华虹半导体跌超5% 2026-01-29 14:15:28 来源： 同花顺7x24快讯 分享 文章提及标的 华虹半导体 -- 上海复旦 -- 晶门半导体 -- ASMPT -- 中芯国际 -- 半导体 -- 港股半导体（885756）板块午后持续下探，华虹半导体（HK1347）跌超5%，ASMPT（HK0522）跌超4%，中芯国际（HK0981）跌超3%，上海复旦（HK1385）、晶门半导体（HK2878）跟跌。

Sean Gallup/Getty Images News Deutsche Bank ( DB ) and its asset management arm, DWS Group, are considering buying a minority stake in Frankfurter Leben Gruppe, a Fosun International-controlled life insurance consolidator, Bloomberg reported, citing people familiar with the matter. The capital infusion would support more acquisitions and potentially allow the firm to resume issuing new life insurance policies, the report said. The negotiations are ongoing, and there is no guarantee a deal will take place, the people said. Frankfurter Leben manages around 700,000 insurance contracts and holds an investment portfolio of about €13B. Deutsche Bank ( DB ) exited the life insurance business almost a decade ago, and this stake could re-enter the sector. More on Deutsche Bank Deutsche Bank: From Rerating To Proof-Of-Execution Deutsche Bank's Comeback: Low Valuation, Rising Profits, Strong Capital Position Deutsche Bank Aktiengesellschaft (DB) Presents at European Financials Conference 2025 Transcript Bank of America, Industrial and Commercial Bank of China face higher capital buffer requirements Deutsche Bank sets 2028 revenue CAGR target of over 5%

格隆汇1月29日丨世界黄金协会：2025年四季度，全球黄金需求总量（包含场外交易）为1,303吨，同比小增1%；年度黄金需求总量（包含场外交易）达5,002吨，创历史新高。以价值计，全年黄金需求总金额达5,550亿美元。2025年四季度，全球央行净购金230吨，环比涨幅6%；全年，全球央行购金需求依然保持高位，官方机构增持863吨黄金。2025年四季度，全球金饰消费总量同比下降19%至441吨；全年全球金饰消费总量较2024年下降18%，至1,542吨，但全球金饰消费金额却同比增长18%至1,720亿美元的历史高点。2025年四季度，全球黄金投资总需求为595吨，其中全球金条金币总需求为420吨，全球黄金ETF总需求为175吨；全年全球黄金投资总需求量为2,175吨，同比大增84%，其中全球金条金币总需求为1,374吨，同比增长16%，全球黄金ETF全年净增801吨。2025年四季度，科技行业用金需求量82吨。全年科技用金需求总量达323吨，同比下降1%。

Cheniere Energy Partners ( CQP ) declares a $0.83/share quarterly dividend . Forward yield 5.8% The cash distribution comprised a base amount equal to $0.775 and a variable amount equal to $0.055, and the related distribution to its general partner. Payable Feb. 13; for shareholders of record Feb. 9; ex-div Feb. 9. See CQP Dividend Scorecard, Yield Chart, & Dividend Growth. More on Cheniere Energy Partners Cheniere Energy Partners: Strong Income Play, With Potential For More In The Future Seeking Alpha’s Quant Rating on Cheniere Energy Partners Historical earnings data for Cheniere Energy Partners Dividend scorecard for Cheniere Energy Partners Financial information for Cheniere Energy Partners

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Alibaba Group Holding (NYSE:BABA) has received Chinese regulatory approval to purchase Nvidia’s H200 AI chips. The company is accelerating its AI push by rolling out its most powerful in house models and expanding its open source Qwen series. Alibaba has deployed its Qwen-3 general purpose AI model in an orbital computing center, described as a world first for this type of system. Alibaba, through its cloud, e commerce and digital services businesses, has been positioning AI as a core layer across its platforms. Access to Nvidia’s H200 chips sits alongside the company’s own model development, giving it both external hardware capacity and in house software capabilities. For investors watching NYSE:BABA, these moves connect directly to how the group is building out its AI infrastructure and services stack. Looking ahead, the combination of approved access to advanced chips and an expanding family of proprietary and open source models could influence how Alibaba competes in global cloud and AI services. The orbital deployment of Qwen-3 also opens up a new test bed for edge and space based computing, which may feed back into future commercial offerings if the technology scales effectively. Stay updated on the most important news stories for Alibaba Group Holding by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Alibaba Group Holding. NYSE:BABA 1-Year Stock Price Chart Is Alibaba Group Holding financially strong enough to weather the next crisis? Regulatory approval to buy Nvidia’s H200 AI chips gives Alibaba clearer visibility on access to high-end compute, which is essential for training and running its Qwen model family and other AI workloads. Combined with the orbital deployment of its Qwen-3 model and backing for Moonshot AI’s upgraded Kimi model, this points to a push to build an end to end AI st...

Taylor said the "shiny" trains he started with were now old and "were more like the rollercoasters where you get flung around" but the new ones were "much more smoother, quieter and more comfortable".

财联社1月29日讯，上海市财政局、国家税务总局上海市税务局、上海市房屋管理局1月26日发布通知：经评估，《关于本市开展对部分个人住房征收房产税试点若干问题的通知》（沪财发〔2020〕18号）需继续实施，有效期延长至2031年1月27日。 关于延长《关于本市开展对部分个人住房征收房产税试点若干问题的通知》有效期的通知 各区财政局、国家税务总局上海市各区税务局、住房保障房屋管理局，市财政监督局、国家税务总局上海市税务局各税务分局： 经评估，《关于本市开展对部分个人住房征收房产税试点若干问题的通知》（沪财发〔2020〕18号）需继续实施，有效期延长至2031年1月27日。 特此通知。 上海市财政局 国家税务总局上海市税务局 上海市房屋管理局 2026年1月26日 关于《关于延长〈关于本市开展对部分个人住房征收房产税试点若干问题的通知〉有效期的通知》的解读材料 一、《通知》制定背景 按照规范性文件管理要求，《关于本市开展对部分个人住房征收房产税试点若干问题的通知》（沪财发〔2020〕18号，以下简称《通知》）将于2026年1月27日执行到期，经评估，《通知》需继续实施，因此对其有效期予以延长。 二、《通知》主要内容 《通知》明确了个人住房房产税试点相关政策执行口径和具体征管事项，主要包括居民家庭住房套数和面积计算、应税住房计税价格核定、应纳税额计算、申报纳税期、相关信息变化处理等共十个方面。 三、《通知》实施期限 《通知》有效期延长至2031年1月27日。

This interactive model has a limit on the number of drivers that can be modified in a single scenario. When the limit is reached those drivers not yet modified become disabled for modification. Your options are: Create new scenarios to try different combinations of driver modifications Reset one of your driver modifications in this scenario in order to modify another driver

Saudi Arabia has ordered sweeping changes across its most ambitious projects spread across Neom, Jeddah, and even Riyadh. So far the Kingdom has announced delays to the 2029 Asian Winter Games and officials have considered overhauls at two other projects, The Line and The Mukaab. Monica Malik, Chief Economist, Abu Dhabi Commercial Bank spoke to Bloomberg's Horizons Middle East and Africa anchor Joumanna Bercetche on the path ahead for Saudi Arabia. (Source: Bloomberg)

世界黄金协会：2025年全年黄金供应总量同比增长1% 2026-01-29 14:12:51 来源： 同花顺7x24快讯 分享 世界黄金协会：2025年四季度，全球黄金总供应量达1303吨，同比增长1%；其中，金矿产量为958吨，同比增长1%；回收金总量为366吨，同比小幅增长2%。全年黄金供应总量同比增长1%，达5002吨，同样创下新高。其中，金矿产量为3672吨，小幅增长1%；回收金总量为1404吨，小幅增长3%。

格隆汇1月29日｜宇瞳光学(300790.SZ)低开低走，午后跌幅一度扩大至6.15%，报27.03元，股价创去年11月24日以来逾2个月新低；暂成交4.18亿元，最新市值101.1亿元。宇瞳光学公告，董事兼副总经理林炎明持股651.62万股，占1.7531%，拟于2026年2月27日至2026年5月26日通过集中竞价或大宗交易减持不超162万股，占0.4358%；一致行动人持股5%以上股东张品章持股436.23万股，占1.1736%，同期拟减持不超100万股，占0.2690%。合计拟减持262万股，占0.7049%。(格隆汇)

Nordea Bank Abp press release ( NRDBY ): Q4 GAAP EPS of Є0.34. Net interest income of Є1.77B (-4.3% Y/Y). Nordea’s return on equity for the quarter was 14.4%, compared with 14.3% a year ago. Assets under management increased by 13%, to Є478bn, and Nordic net flows continued to be strong in the quarter (Є4.8bn). The CET1 ratio was 15.7% at the end of the quarter, 1.9 percentage points above the current regulatory requirement. Nordea’s Board of Directors has proposed a dividend of Є0.96 per share for 2025, compared with Є0.94 per share for 2024. Additionally, the Board has proposed the distribution of a mid-year dividend in 2026, corresponding to approximately 50% of the net profit for the first half of 2026. Outlook for 2026: a return on equity of greater than 15% and a cost-to-income ratio excluding regulatory fees of around 45%. More on Nordea Bank Abp Nordea: Finding The Potential Peak, Dangers In 2026E Nordea Bank Abp (NRDBY) Analyst/Investor Day - Slideshow Nordea Bank Abp (NRDBY) Analyst/Investor Day Transcript Seeking Alpha’s Quant Rating on Nordea Bank Abp Historical earnings data for Nordea Bank Abp

世界黄金协会发布2025年四季度及全年中国黄金（600916）市场回顾与展望报告。四季度，中国市场黄金投资与消费（883434）需求(含金饰、金条、金币、黄金ETF（518680）及工业用金)总量达274吨，年同比增长18%，较三季度大幅攀升60%，同时创下历年四季度第二亮眼表现，仅次于2016年同期。2025年全年黄金需求总量达1003吨，同比增长6%，为2021年以来最高水平。按金额计，全年需求更是创下历史新高，总额达7960亿元人民币(约合1,110亿美元)，同比激增53%。值得注意的是，年内强劲的黄金投资需求抵消了金饰板块的疲软态势。

PM Images/DigitalVision via Getty Images Intro Tokyo Electron ( TOELY ) ( TOELF ) is a leading semiconductor equipment firm, with solid market shares in etching and wafer bonding, and a smaller presence in deposition and patterning. The firm owns approximately 12% of the whole WFE Market , and 20% of the DRAM equipment market. Its stock performance has been solid, growing by +85% since my last report in August 2025 . Given recent positive CAPEX development in the semiconductor industry, I am raising my estimates but still see limited upside ahead. As a consequence, I would change my rating to a HOLD and would be inclined to take some profit on the stock rally. Recent business trends Q3FY26 sales have reached JPY630bn, increasing by +11% YoY and by +14.6% QoQ. By regions, South Korea and Taiwan rebounded sharply. New equipment sales were mainly driven by DRAM and Flash memory applications, which together accounted for close to 40% of sales, up from 30% one year ago. It is now well known that the data center growth is causing a shortage of memory chips . In an initial phase, memory makers such as Micron ( MU ) have managed to redirect existing legacy DRAM manufacturing lines into High Bandwidth Memories, but in the end, more CAPEX is needed to fix a structural deficit. On top of that, the world-leading semiconductor foundry, TSMC, just indicated it will materially increase its near-term CAPEX plan: from $50bn to $56bn in 2026 and from $51bn to $60bn in 2027. This bodes well for the Wafer Equipment market and Tokyo Electron's business. TEL During the Q2 conference call , management highlighted several interesting points. First, comments on the memory end market were particularly bullish: Investment in NAND is now picking up after being soft over the past few years. In particular, advanced logic and DRAM for AI applications are driving investment.. For DRAM, investment not only for HBM, but also for commodity DRAM are growing sharply. Double-digit growth is expected to ...

世界黄金协会指出，2025年四季度，全球黄金投资总需求为595吨，其中全球金条金币总需求为420吨，全球黄金ETF（518600）总需求为175吨；全年全球黄金投资总需求量为2,175吨，同比大增84%，其中全球金条金币总需求为1,374吨，同比增长16%，全球黄金ETF（518600）全年净增801吨。2025年四季度，科技行业用金需求量82吨。全年科技用金需求总量达323吨，同比下降1%。

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Constellation Energy (NasdaqGS:CEG) has closed its multibillion dollar acquisition of Calpine, expanding its power generation footprint. The company has secured major nuclear license extensions for its Clinton and Dresden plants, supporting continued operations and planned upgrades. Constellation has signed new clean energy deals with tech giants like Meta and Microsoft to supply power to AI focused data centers. Constellation Energy, trading at around $287.95, sits at the center of several shifts in US power markets. The stock is down 19.6% over the past month and 21.4% year to date, while its three year return is about 3.5x. Against that backdrop, the Calpine transaction, nuclear license renewals and new tech contracts all relate to how the company is positioning its existing asset base and cash generation. For investors, key questions now include how much incremental cash flow Calpine might contribute over time, how the extended nuclear lives affect reliability and capital spending, and what long term terms might look like for supplying AI heavy data centers. These developments also highlight Constellation's role in supplying clean, firm power at scale, a point that could matter for investors comparing NasdaqGS:CEG with other large generation and clean energy companies. Stay updated on the most important news stories for Constellation Energy by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Constellation Energy. NasdaqGS:CEG 1-Year Stock Price Chart Why Constellation Energy could be great value Quick Assessment ✅ Price vs Analyst Target : At $287.95 versus a consensus target of $406.46, the shares trade about 29% below where analysts currently sit. ⚖️ Simply Wall St Valuation : Simply Wall St flags Constellation as trading close to...

ING Groep NV reported quarterly profit that beat estimates and it also lifted the profitability guidance for 2027. The bank expects a return on tangible equity of more than 15% next year, it said in a statement on Thursday. “In 2025, amid ongoing geopolitical uncertainty, we have consistently executed our strategy of accelerating growth,” Chief Executive Officer Steven van Rijswijk said in the statement. “We present a strong outlook for 2026 and have upgraded our outlook for 2027.” Net income was €1.41 billion ($1.7 billion) in the three months through December from a year earlier, the Amsterdam-headquartered company. That compares with an estimate of €1.33 billion in a Bloomberg survey. Like many of its counterparts, ING has been diversifying its income stream to reduce reliance on interest rates. The Dutch lender has deepened a push into fees aided by customer growth and gains in its investment products business. During the final quarter of last year, ING agreed to acquire the remaining stake in Polish asset management company Goldman Sachs TFI that it didn’t already own. Van Rijswijk has previously said the bank was considering acquisitions as a tool for growth, if it would aid ING in scaling domestically or expanding its product capabilities. Read More: Europe Set for Wave of Domestic Bank M&A This Year, ING CEO Says

STMicroelectronics NV , a chip supplier for Tesla Inc. and Apple Inc. , forecast first-quarter revenue that beat analysts’ estimates after demand from consumer electronics customers showed signs of recovery at the end of last year. First-quarter revenue is expected to be $3.04 billion, the Franco-Italian chipmaker said in a statement on Thursday. That compares to the average analyst estimate of $2.92 billion, according to data compiled by Bloomberg. STMicro supplies analog chips to automakers and industrial companies, which have been grappling with tariff threats after US President Donald Trump started a trade war last year. That uncertainty has threatened to prolong a demand slump after customers amassed an oversupply of chips following shortages during the Covid-19 pandemic. Read more: How World Powers Are Vying for Chip Supremacy: QuickTake supply chains Chipmakers, which feed into supply chains all over the world, are increasingly caught in the middle of geopolitical factions. STMicro has a heavy reliance on US customers, and gets about a fifth of its revenue from American customers Apple and Tesla, according to data compiled by Bloomberg . But it doesn’t have a manufacturing base in the US, meaning customers may have to pay extra to import its products. At the same time, the Chinese government is ramping up its push for independence in critical technologies and is investing heavily to boost domestic production of analog chips, which may push market prices down. Last week, chipmaker Intel Corp. shares plunged after Chief Executive Officer Lip-Bu Tan gave a lackluster forecast and warned that the company was struggling with manufacturing problems. STMicro competitor Texas Instruments Inc. gave a robust forecast for the first quarter on Tuesday in a sign that chip demand was picking up. Read more: Texas Instruments Rallies After Chip Rebound Gains Momentum

Nokia Oyj press release ( NOK ): Q4 Non-GAAP EPS of Є0.16 misses by Є0.01. Revenue of Є6.13B (+2.5% Y/Y) beats by Є40M. Q4 comparable net sales grew 3% y-o-y on a constant currency and portfolio basis (+2% reported). Q4 comparable gross margin expanded 90bps y-o-y to 48.1%. Q4 comparable operating margin decreased 90bps y-o-y to 17.3%. Q4 free cash flow of EUR 0.2 billion, net cash balance of EUR 3.4 billion. Board proposes dividend authorization of EUR 0.14 per share. On 29 January 2026, the Board resolved to distribute a dividend of EUR 0.03 per share. The dividend record date is 3 February 2026 and the dividend will be paid on 12 February 2026. Nokia introduces financial guidance for 2026 and targets EUR 2.0 to 2.5 billion of comparable operating profit. LONG-TERM FINANCIAL TARGET AND KPIs At its Capital Markets Day on 19 November 2025, Nokia introduced a new long-term financial target for the business separate to Nokia's official annual financial guidance described above. Full year 2028 Comparable operating profit (1),(2) EUR 2.7 billion to EUR 3.2 billion Click to enlarge More on Nokia Oyj Nokia: From Paper Mill To AI And Defense - With Iconic Mobile Phones In Between Nokia: Focusing On AI For Profitability Nokia Oyj (NOK) Analyst/Investor Day Transcript Nokia set to report Q4 earnings as AI, cloud strategy gains momentum Biggest stock movers Thursday: PEN, DELL, LRCX, TSM and more

An inquest found the 29-year-old had died as a result of a "rare and complex" set of circumstances. The coroner said Electricity North West (ENWL), which manages the line, was not responsible for his death but called on the Energy Networks Association (ENA) to work with its members to reduce future risk.

世界黄金协会指出，2025年四季度，全球黄金需求总量(包含场外交易)为1303吨，同比小增1%；年度黄金需求总量(包含场外交易)达5,002吨，创历史新高（883911）。以价值计，全年黄金需求总金额达5550亿美元。2025年四季度，全球央行净购金230吨，环比涨幅6%；全年，全球央行购金需求依然保持高位，官方机构增持863吨黄金。2025年四季度，全球金饰消费（883434）总量同比下降19%至441吨；全年全球金饰消费（883434）总量较2024年下降18%，至1542吨，但全球金饰消费（883434）金额却同比增长18%至1720亿美元的历史高点。

deepblue4you/iStock via Getty Images Tuesday's release of the December M2 money supply figures showed a continuation of the sub-6% growth trend that has been in place since inflation peaked in mid-2022. Despite over three years of very sluggish money growth, economic growth has exceeded most expectations. Why? Because money that was stockpiled during the Covid winter has been steadily released to fuel increased economic activity, while at the same time inflation has remained relatively low and federal deficits are shrinking. The monetary and inflation fundamentals are pretty darn good these days, with the possible exception of the dollar, which has weakened on the margin in recent months. I am not worried about that, however, because the dollar remains substantially stronger than its long-term average in trade-weighted and inflation-adjusted terms. I'm not worried either about the surge in gold prices, which have recently surpassed $5,300/oz and appear to exist in an alternate universe. Abstracting from gold, commodity prices are well-behaved and show no sign whatsoever of inflationary behavior. The following charts expand on these observations: Chart #1 Chart #1 shows the level of the M2 money supply, plotted using a logarithmic y-axis to better illustrate how money grew at roughly a 6% annual rate from 1995 through 2019 - a period during which inflation was well-behaved, averaging about 2% per year. M2 growth exploded beginning in 2020, as the federal government began "printing" some $6 trillion to fund massive transfer payments. The Fed finally woke up to this problem and began to hike interest rates in 2022, and money-printing ceased. Result: M2 is largely back to where it would have been had the Covid fiasco never happened. Chart #2 Chart #2 is constructed to illustrate how inflation has tended to lag changes in money supply growth by about one year. The initial surge in money growth was not immediately inflationary because huge Covid-related uncertainty caused...

Copper prices are decoupling from traditional economic cycles as the massive power needs of artificial intelligence create a historic supply deficit.

格隆汇1月29日｜浙商证券研报指出，先导智能2025年业绩预增424%~529%符合预期，盈利能力加速修复，锂电设备龙头王者归来。2025年全球动力电池市场持续回暖，储能领域需求强劲增长，行业整体需求持续复苏，锂电设备行业受益于下游头部电池厂开工率提升及新一轮扩产周期的启动。公司作为行业龙头，业绩拐点已明确。财务风险出清，盈利弹性释放；固态电池整线龙头，有望开启第二增长曲线。维持“买入”评级。

中国最大的生猪养殖企业牧原食品星期四（1月29日）称，计划在香港发行股票筹集14亿美元（17.66亿新元），这项交易有望成为今年迄今香港规模最大的股票发行。 据彭博社报道，这是星期四两宗规模较大的新股发行之一，凸显香港股权融资交易动能持续回升。香港在2025年全球股权资本市场融资规模排名中位居榜首。 另一宗发行来自深圳大族数控，这家印刷电路板设备制造商也同步启动招股，目标筹集约6.2亿美元。 根据交易所文件，深圳上市的牧原拟发行2.74亿股，最高筹资107亿港元（17.3亿新元），发行价上限为每股39港元。 证券时报网报道，牧原1月15日发布的2025年度业绩预告显示，公司预计全年实现净利润151亿元（人民币，下同，27.4亿新元）至161亿元。 据此前披露，去年牧原先后与越南BAF公司、泰国正大集团达成合作，聚焦东南亚市场展开养殖业务布局。

格隆汇1月29日｜A股市场保险股拉升，其中，中国太保涨近6%，中国平安涨超4%，新华保险涨超3%创历史新高，中国人寿涨超3%，中国人保涨近3%。

Roche sees high single-digit earnings growth in 2026 Reuters

Britain's Prime Minister Keir Starmer addresses a business delegation following his arrival to China, at a hotel in Beijing on January 28, 2026. Carl Court | Afp | Getty Images China is willing to develop a long-term strategic partnership with the U.K., Chinese President Xi Jinping told British Prime Minister Keir Starmer Thursday, as the two nations look to revive their bilateral relationship after years of strain. Xi said he was "confident that Starmer's visit will be a success, leading to new prospects for the bilateral relations and cooperation," according to a statement released by Chinese state media. U.K. is looking to build "more sophisticated" ties with China, Starmer said in a bilateral meeting with Xi, according to Reuters. Starmer is on a 4-day visit to China, the first trip by a British prime minister in eight years — signaling an attempt at resetting relations between the two countries after years of distrust and acrimony. The U.K. in the past has accused China of conducting espionage in the country, and labeled it as a long-term strategic challenge. Beijing's crackdowns on democratic protests in Hong Kong, a former British colony, and imposition of a sweeping national security legislature in 2020 further strained bilateral ties. Starmer's trip comes at a time when U.S. President Donald Trump's foreign policy and tariff threats have unsettled traditional allies, while Beijing has hosted several Western leaders just this month including Canadian Prime Minister Mark Carney, Ireland's Prime Minister Michael Martin — the first visit by an Irish leader in 14 years — and Finnish Prime Minister Petteri Orpo. On Wednesday, Starmer called on dozens of British business leaders traveling with him to seize opportunities in the world's second largest economy. The U.K. government said in a statement that it would pursue a "strategic and consistent relationship" with Beijing, seeking to bolster new investment and trade relations while remaining vigilant about potenti...

文章提及标的 同花顺 -- 据同花顺（300033）iFinD数据，沪深京三市成交额超2.7万亿元，较上日此时放量2180亿元，预计全天成交金额约3.2万亿元。截至目前，沪市成交额12252亿元，深市成交额14506亿元，北证50成交额241亿元。