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加拿大养老金巨头警示“去美元化” 日元、黄金成为替代选项

财联社 📅 01/29 11:57
财联社1月29日讯(编辑 周子意) 美元在唐纳德·特朗普总统的政策下持续承压,这使得加拿大一家最大的机构投资者也开始考虑“去美元论”。 加拿大大型政府养老金及其他资金管理机构安大略省投资管理公司(IMCO)周三(1月28日)发布了其年度全球展望报告。 该公司称,在贸易战和地缘政治威胁的新环境下,货币风险成为一大特征,投资者或许可以考虑将瑞士法郎、日元(当然还有黄金)作为分散投资的渠道。 IMCO首...

阿里平头哥新款AI芯片正式亮相!

财联社 📅 01/29 11:56 9988.HK9888.HK9868.HK
《科创板日报》1月29日讯(记者 黄心怡) 平头哥官网今日低调上线一款名为“真武810E”的高端AI芯片,这意味着此前被央视《新闻联播》曝光的阿里自研芯片PPU正式亮相。 据悉,“真武”PPU已在阿里云实现多个万卡集群部署,服务了国家电网、中科院、小鹏汽车、新浪微博等400多家客户。 据平头哥官网介绍,“真武”PPU采用自研并行计算架构和片间互联技术,配合全栈自研软件栈,实现软硬件全自研。其内存为...

Century Communities, Inc. Profit Retreats In Q4

Nasdaq 📅 01/29 11:56
(RTTNews) - Century Communities, Inc. (CCS) revealed earnings for fourth quarter that Drops, from the same period last year The company's bottom line came in at $35.96 million, or $1.21 per share. This compares with $102.74 million, or $3.20 per share, last year. Excluding items, Century Communities, Inc. reported adjusted earnings of $47.10 million or $1.59 per share for the period. The company's...

1月29日午间公告一览:大族数控H股发行价格最高不超过每股95.8港元

同花顺 📅 01/29 11:56
中粮科技(000930)公告,公司于近日收到政府支付的货币补偿款项,总额为3000万元。大族数控(301200)公告,1月29日,公司按照有关规定在香港联交所网站刊登H股招股说明书。公司本次全球发售H股基础发行股数为5045.18万股。在超额配售权悉数行使的情况下,公司本次全球发售H股的最大发行股数为5801.95万股。公司本次H股发行的价格最高不超过每股95.8港元,公司H股香港公开发售于1月2...

中钢协:2025年中国不锈钢粗钢产量4086.81万吨 同比增长3.62%

格隆汇 📅 01/29 11:56
格隆汇1月29日|中国钢铁工业协会不锈钢分会对2025年中国不锈钢粗钢产量、进出口量、表观消费量统计数据发布如下:2025年,中国不锈钢粗钢产量4086.81万吨,同比增加142.70万吨,增长3.62%。2025年,中国不锈钢进口总量为151.92万吨,同比减少35.84万吨,降幅19.09%。其中,中国自印尼进口不锈钢总量为122.58万吨,同比减少33.84万吨,降幅21.6%。2025年,...

騰訊控股(00700)出現大手買入9200股,成交價$622.0,涉資572.24萬 - AASTOCKS.com

Google 📅 01/29 11:55 700.HK
騰訊控股(00700)出現大手買入9200股,成交價$622.0,涉資572.24萬 AASTOCKS.com

How shared Asean visa could help Philippines find its travel feet

SCMP 📅 01/29 11:55
As Asean tourism leaders met this week to discuss regional matters, observers say a common visitor visa for the bloc and aligned digital connectivity will even out tourism growth and help lagging countries like the Philippines catch up. The 63rd Asean National Tourism Organisation Meeting, held in Cebu in the Philippines on Monday, was also attended by tourism chiefs from Japan , China and South K...

MSCI可投资性警告重创印尼股市 顶级富豪身家一日蒸发50亿美元

格隆汇 📅 01/29 11:55
格隆汇1月29日|在明晟公司(MSCI)对印尼上市公司价值提出根本性质疑后,印尼多位顶级富豪的财富在周三单日缩水逾110亿美元。损失最惨重的是印尼富豪彭云鹏(Prajogo Pangestu),其名下能源与矿业公司股价大跌,导致其净资产单日蒸发约50亿美元。彭博亿万富豪指数显示,他目前的净资产约为350亿美元,今年以来已累计缩水近110亿美元。此番抛售是对MSCI一份报告的回应。该报告质疑了印尼的...

Investors punish Big Tech AI spending that delivers slower growth

Investing 📅 01/29 11:55

大行评级|大摩:金沙中国末季EBITDA逊预期,仍予“增持”评级

格隆汇 📅 01/29 11:55
格隆汇1月29日|摩根士丹利发表研报指,金沙中国去年末季EBITDA为6.07亿美元,经赢率调整后为5.82亿美元,低于市场预期的6.17亿美元,业绩逊预期原因包括大众市场基数持平、产品组合恶化及成本上升;EBITDA利润率按季减200个基点至29.5%。大摩引述公司指竞争强度已趋于稳定,其策略正在见效,但该行尚未看到此迹象。大摩指出,以2026年预估绩效为基准,其交易价格对应企业价值倍数为10....

Indonesia stocks tank as downgrade risk triggers capital flight

Investing 📅 01/29 11:55

Norwood financial director Shook buys $100,800 in NWFL stock

Investing 📅 01/29 11:54

美国为何“需要”格陵兰岛

第一财经 📅 01/29 11:54
格陵兰岛扼守北极战略水域“GIUK缺口”的防御地位、随气候变暖而日益显现的航道潜力以及丰富的稀土与石墨等资源,与“美国优先”的安全需求高度契合。 在美军突袭委内瑞拉并逮捕马杜罗仅一天后,美国总统特朗普将目光转向北极地区, 宣称“从国家安全角度考虑,美国需要格陵兰岛” ,并提出收购意向。 特朗普在2025年初胜选时便重申过购岛计划。而从美国国家战略层面看,收购格陵兰岛的想法最早可追溯至19世纪末。 ...

Norwood financial director Carroll buys $55,820 in NWFL stock

Investing 📅 01/29 11:54

Susquehanna上调阿斯麦目标价至1400欧元

格隆汇 📅 01/29 11:54
格隆汇1月29日|美国投行Susquehanna将阿斯麦目标价格从1350欧元上调至1400欧元。

Memory Maker Kioxia Names New CEO in Midst of AI Chip Boom

Bloomberg 📅 01/29 11:53 NVDA.O
Japanese flash memory maker Kioxia Holdings Corp. said it will promote Executive Vice President Hiroo Oota to the roles of chief executive officer and president, changing leadership at a time it’s working to expand its presence in the booming memory chip market. Oota, 63, will succeed Nobuo Hayasaka , 70, who will become a senior executive adviser. The leadership change will take effect following ...

Counterpoint's Sun on What's Driving Tech Now

Bloomberg 📅 01/29 11:52
A record wave of AI spending has boosted hardware providers like Samsung Electronics SK Hynix. Counterpoint Research Principal AI Analyst Wei Sun breaks down some of the forces propelling market moves. (Source: Bloomberg)

蓝箭电子:公司先进封装技术尚未直接应用于AI芯片、高性能计算芯片的封装

格隆汇 📅 01/29 11:52
格隆汇1月29日|蓝箭电子在互动平台表示,公司先进封装技术尚未直接应用于AI芯片、高性能计算芯片的封装;但功率器件等产品已直接或间接应用于AI服务器及周边,先进封装技术主要服务于功率、电源管理等配套芯片,未进入AI芯片、算力芯片的封装环节。

Citi: Microsoft (MSFT.US) cloud business growth slightly underperformed market expectations, with mixed quarterly earnings outlook. - 富途牛牛

Google 📅 01/29 11:52 MSFT.O
Citi: Microsoft (MSFT.US) cloud business growth slightly underperformed market expectations, with mixed quarterly earnings outlook. 富途牛牛

大行评级|大摩:预测玖龙纸业今年业绩表现稳健,评级“与大市同步”

格隆汇 📅 01/29 11:52
格隆汇1月29日|摩根士丹利发表研报指,玖龙纸业预计2026年上半年净利润将按年增216%至231%,达到21.5亿至22.5亿元,略高于该行预测的20亿元,总体大致符合预期。该行预测,集团2026全年业绩稳健,上半年对造纸商而言是传统消费淡季,期间或意味着纸价会有小幅修正。但大摩认为集团优化的产品结构及更佳的成本表现,应能缓冲消费淡季需求放缓的影响,从而为集团带来全年盈利稳健。大摩予玖龙纸业目标...

General Mills Has Seen Excessive Gloom And Doom

Seeking Alpha 📅 01/29 11:51
JHVEPhoto/iStock Editorial via Getty Images In late October, I upgraded General Mills, Inc. ( GIS ) to a buy rating. I expressed my belief that better days were ahead, as there were some signs of stabilization and the valuation was near multiyear lows. Since then, the stock has continued to slump, as it's now down around 9% since the publication of my update. The company reported their most recent...

华尔街大鳄:金价狂飙预示着“美国金融危机”将至,危险远超2008年!

财联社 📅 01/29 11:51
财联社1月29日讯(编辑 黄君芝) 近段时间以来,黄金价格持续“狂飙”,且丝毫没有停歇的意思。在此背景下,欧洲太平洋资本(Euro Pacific Capital)首席全球策略师彼得·希夫(Peter Schiff)发出了严厉的警告:美国即将爆发金融危机,而全球其他地区将受益。 希夫表示, 投资者不应仅仅将这一涨势视为一种对冲手段,而应将其视为一个警示信号:通货膨胀正在加剧,美元正在失去全球信任,...

Partial US shutdown seems increasingly likely amid political stand-off over ICE

SCMP 📅 01/29 11:51
With a partial US government shutdown looming, Senate Democrats laid out a list of demands on Wednesday for the Department of Homeland Security, including an enforceable code of conduct for federal agents conducting immigration arrests and a requirement that officers show identification as the country reels from the deaths of two protesters at the hands of federal agents in Minneapolis. It remaine...

騰訊控股(00700)出現大手賣出1.14萬股,成交價$620.5,涉資707.37萬 - AASTOCKS.com

Google 📅 01/29 11:51 700.HK
騰訊控股(00700)出現大手賣出1.14萬股,成交價$620.5,涉資707.37萬 AASTOCKS.com

Investors punish Big Tech AI spending that delivers slower growth

Yahoo 📅 01/29 11:50 MSFT.ONVDA.OGOOG.O
By Aditya Soni and Deborah Mary Sophia Jan 29 (Reuters) - Investors responded to Big Tech earnings this week with a stark warning: they will forgive record spending that brings solid growth, but punish companies if not, showing how much the stakes have changed since ChatGPT's launch more than ​three years ago. Revenue at Facebook owner Meta Platforms surged 24% in the December quarter, benefiting ...

China property stocks skyrocket on report ‘three red lines’ rules to ease

Investing 📅 01/29 11:50

A股异动丨双重利空来袭!天阳科技大跌超10%,刷新阶段新低

格隆汇 📅 01/29 11:50
格隆汇1月29日|天阳科技(300872.SZ)午间大幅收跌超10%,盘中低见17.23元刷新阶段新低,总市值87亿元。消息上,天阳科技昨日晚发布两项公告,公司预计2025年归属于上市公司股东的净利润为-1.40亿元至-1.00亿元。另外,控股股东、实际控制人、董事长兼总经理欧阳建平计划自公告披露之日起15个交易日后的3个月内,通过集中竞价或大宗交易方式合计减持不超过1451.32万股,占公司扣除...

Investors punish Big Tech AI spending that delivers slower growth - Reuters

Reuters 📅 01/29 11:50
Investors punish Big Tech AI spending that delivers slower growth Reuters

Investors Are Selling, But Is This Growth Stock Actually a Bargain?

Nasdaq 📅 01/29 11:50 NVDA.O
Key Points Remitly is growing quickly in the overlooked remittance market. The company has rolled out new products, including a subscription that should drive growth and strengthen its competitive advantage. The stock is trading at just 5 times its 2028 EBITDA forecast. 10 stocks we like better than Remitly Global › Remittances don't get much attention from investors, but hundreds of billions of d...

中国民航局:今年春运全国民航旅客运输量将达到9500万人次,同比增长约5.3%

同花顺 📅 01/29 11:49
中国民航局运输司司长徐青1月29日在国新办新闻发布会上表示,今年民航春运除了传统的返乡过年外,出入境游和北方冰雪游和南方避寒游也将成为热点。预计旅游航线将迎来新的出行高峰。据预测,今年春运全国民航旅客运输量将达到9500万人次,同比增长约5.3%。
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