格隆汇1月28日｜衡量美元对六种主要货币的美元指数当天下跌0.84%，在汇市尾市收于96.219。截至纽约汇市尾市，1欧元兑换1.1979美元，高于前一交易日的1.1875美元；1英镑兑换1.3780美元，高于前一交易日的1.3679美元。1美元兑换152.77日元，低于前一交易日的154.18日元；1美元兑换0.7664瑞士法郎，低于前一交易日的0.7768瑞士法郎；1美元兑换1.3608加元，低于前一交易日的1.3720加元；1美元兑换8.8169瑞典克朗，低于前一交易日的8.9368瑞典克朗。

格隆汇1月28日｜据俄罗斯马加丹州政府消息，2025年，马加丹州的黄金开采量超过55吨，较2024年增加1吨。当地黄金出产大户依旧是滕金斯克区，在当地开采出的黄金超过33吨。

The S&P 500 is pushing to fresh record highs after spending much of the past three months moving sideways, with technology and AI stocks once again leading the advance. As risk appetite improves, investors are rotating back toward higher-beta exposures tied directly to the AI infrastructure buildout. Iren Limited (IREN) and CoreWeave Inc. (CRWV) stand out as two of the most leveraged ways to express that theme. Both stocks are rebounding this week after sharp drawdowns during the market’s consolidation phase, when speculative corners of the market fell out of favor. While they sit farther out on the risk curve, IREN and CoreWeave have emerged as two of the fastest-growing and most closely watched pure-play AI infrastructure names. Momentum has been reinforced by a major development at CoreWeave. The company recently secured a $2 billion capital injection from Nvidia (NVDA), deepening an existing partnership aimed at accelerating its expansion. CoreWeave plans to scale its AI data-center footprint to roughly 5 gigawatts by 2030, a level that would place it among the largest AI infrastructure operators globally. While some observers have characterized the investment as “circular financing,” Nvidia’s management has pushed back, noting its existing equity stake and the relatively small size of the investment compared to CoreWeave’s long-term capital plans. IREN, by contrast, is pursuing rapid expansion without external equity injections, leveraging its renewable-energy-powered data centers to scale AI and high-performance computing capacity. With aggressive growth targets and renewed upside momentum in both names, investors are left with a clear question: which, if either of these AI infrastructure plays offers the more compelling risk-reward from here? Zacks Investment Research Image Source: Zacks Investment Research Why IREN Stock Stands out an AI Winner Following news that Nvidia would increase its investment in CoreWeave, shares of Iren Limited initially sold off as...

消息人士称，近日，美国向以色列通报其针对伊朗可能采取军事行动的准备情况。美方表示，相关准备工作预计将在两周内完成，并可能在未来数月内出现适合采取行动的“机会窗口”。美方同时强调，这并不意味着必须等所有准备工作结束后才会采取行动。如果美国总统特朗普下达命令，美方行动可能提前进行，但目前这一选项并未被视为迫在眉睫。不过美以官方尚未证实上述消息。（央视新闻）

滙豐控股在倫敦股價升超過百分之2，加上英鎊兌美元匯價上升，令滙控市值折合美元首次突破3,000億。 滙控於倫敦收市報1,277.2便士，升幅百分之2.8，市值逾2,193億英鎊。由於英鎊兌美元匯價升百分之0.7，至接近1.38水平，以致滙控市值折合美元達3,021億，是首家歐洲上市銀行市值突破3,000億美元。 《彭博》報道，投資銀行花旗剛上調滙控目標價至1,370便士，較周一收市高一成，主要看好其財富收費及受惠於本港銀行同業拆息反彈。

Earnings Call Insights: WSFS Financial Corporation (WSFS) Q4 2025 Management View Rodger Levenson, Chairman, President & CEO, highlighted "providing strong momentum moving into 2026" and noted that "WSFS delivered a core earnings per share of $1.43, a core ROA of 1.42% and core return on tangible common equity of 18%, which are all up meaningfully on a year-over-year basis." Levenson described the year as closing out with "a successful 2025 that included a full year core EPS of $5.21, core ROA of 1.39% and core return on tangible common equity of 18%." Levenson also pointed to core EPS up 29% over the prior year for Q4 and a 19% increase for the full year, with non-core items impacting net income by $5 million and EPS by $0.09 in the quarter. The CEO cited "double-digit growth in Wealth & Trust, capital markets and home lending" and noted "the largest quarterly fundings in over 2 years" for commercial loans. David Burg, Executive VP & CFO, stated, "Net interest margin was 3.83% for the quarter, down 8 basis points linked quarter, driven by the rate cuts and a onetime interest recovery last quarter, which accounted for 4 basis points of the decline. Importantly, our NIM is up 3 basis points year-over-year while absorbing 75 basis points of interest rate cuts since the fourth quarter of 2024." Burg reported, "Total gross loans grew 2% linked quarter or 9% annualized, driven by broad-based growth across our businesses... Total client deposits increased 2% linked quarter or 10% annualized... noninterest-bearing deposits grew 6% linked quarter and now represent 32% of our total client deposits." Burg said, "We saw a meaningful improvement across our problem assets due to favorable net migration and payoffs and ended the year at the lowest level in over 2 years." During the quarter, WSFS returned $119 million of capital, including $109 million in buybacks, taking "total buybacks for the year to $288 million, representing over 9% of our outstanding shares." Outlook The com...

Earnings Call Insights: Polaris Inc. (PII) Q4 2025 Management View Michael Speetzen, CEO, highlighted the resilience of the Polaris team and the success in navigating a challenging year marked by tariff headwinds, stating, "While tariffs represented the most significant challenge we have seen since the pandemic, we delivered nearly everything we said we would do and then some." The company reported share gains in all its segments, including Off-Road vehicles, snowmobiles, pontoons, and motorcycles, with successful new launches such as the RZR XP S and the value-tier RANGER 500. Speetzen noted progress in reducing exposure to China, achieving "approximately 14% of material cost of goods sold" from China by year-end 2025, down from 18% in 2024, and reiterated the goal to reach below 5% by 2027. The company delivered over $60 million in operational savings and reduced warranty expense by $25 million due to quality improvements. The separation of Indian Motorcycle is "on track to close by the end of this quarter, and will be immediately accretive to EBITDA margins and adjusted EPS." CFO Robert Mack stated, "Adjusted sales for the quarter were up 9%. Similar to Q3, we saw higher shipments year-over-year with a notably stronger mix toward RANGER NorthStar side-by-sides." Mack added, "We generated approximately $180 million in operating cash flow this quarter, translating into $120 million of free cash flow. For the year, we generated $605 million of free cash flow." Outlook The company expects total sales to grow 1% to 3% for 2026, incorporating a "more challenging year-over-year comparison due to more than $300 million from Indian Motorcycle sales that were included in last year's... but will not recur in 2026." Adjusted EBITDA margin is projected to expand by 80–120 basis points, with $90 million in incremental tariffs anticipated as a headwind. Adjusted EPS for 2026 is expected to be between $1.50 and $1.60, including a benefit from the Indian Motorcycle separation and...

Earnings Call Insights: NextEra Energy (NEE) Q4 2025 Management View John Ketchum, President, CEO & Chairman, announced "NextEra Energy had strong operational and financial performance in 2025, delivering full year adjusted earnings per share of $3.71, up over 8% from 2024 and slightly better than what we communicated at the top end of our range at our investor conference in December." Ketchum outlined an expectation to "grow adjusted earnings per share at a compound annual growth rate of 8% plus through 2032 and we are targeting the same from 2032 through 2035, all off the 2025 base." He emphasized the company’s focus on execution in 2026, particularly capitalizing on America’s growing need for grid electrons and NextEra’s role as a proven energy infrastructure builder. Ketchum highlighted the new four-year Florida Power & Light (FPL) rate agreement, which allows significant infrastructure investment while keeping customer bills lower than the national average. He stated, "FPL expects to invest between $90 billion and $100 billion through 2032, primarily to support Florida's growth." The CEO also noted the company’s expanding pipeline: "FPL's speed-to-market advantages, combined with its best-in-class service is creating significant large load interest to the tune of over 20 gigawatts to date. Of that, we are in advanced discussions on about 9 gigawatts." Ketchum detailed the Energy Resources business, referencing a record origination of 13.5 gigawatts to the backlog, and described the 30-gigawatt backlog as providing “terrific visibility into Energy Resources' ability to deliver attractive growth in the years ahead.” Michael Dunne, CFO, stated "For the full year 2025, FPL's earnings per share increased $0.21 versus 2024. The principal driver of FPL's 2025 full year performance was regulatory capital employed growth of approximately 8.1%." Dunne added, "Energy Resources had another record year, originating new long-term contracted generation and storage projects. W...

The wrestler “Stone Cold” Steve Austin was the surprising inspiration for Harry Brook’s century celebration as the England white-ball captain led his side to a one-day international series victory against Sri Lanka with a thrilling, unbeaten 136. Brook, who was involved in a clash with a nightclub bouncer on the tour of New Zealand earlier this winter, took his gloves off upon reaching his hundred and imitated Austin’s move of bashing beer cans together in the ring before drinking them. “I think you can work it out if you’ve ever watched wrestling,” said Joe Root, who hit his 20th ODI century to set up England’s innings, with Brook joining him in the 32nd over. “I think that’s his way of doing that, trying to show that he wants that approval from the group. It’s through humour. That’s another area of why he’s going to be a great leader because he has that side to him as well. “He showed his calmness, his clarity under pressure. He also showed humour as well. Hopefully, it’s received in the right way. Definitely no malice behind it. He’s just trying to have a bit of a joke with his teammates.” Root hailed Brook’s captaincy after Sri Lanka got off to a rapid start in their chase of 358. “They got off to an absolute flyer in that second innings and he was very calm and knew what he wanted to do,” the 35-year-old said. “A team’s throwing a few punches at you and to be able to stay calm, keep in control of everything was another example of why I think he’s going to be an excellent captain.” The pair had worked closely together in the nets on Monday and brought their work to the middle, their unbeaten partnership worth 191. “We were just talking about angles, using our sweeps, being able to pull the ball from different lines, maybe slightly unconventional to what you do in England or other parts of the world, that can be really effective here. “When you’ve got his ability and his skill level he can put it into practice straight away and it’s just phenomenal to see him tak...

Updated Jan. 27, 2026, 5:06 p.m. ET Seeing a sudden infusion of cash in your bank account? If the deposit line reads "Lopez v. Apple," then for once, it's probably not a scam. Payments appearing as "Lopez Voice Assistant" have begun appearing in the accounts of eligible customers affected by a 2021 Apple class-action lawsuit over alleged privacy violations. Last year, Apple agreed pay $95 million to settle the lawsuit accusing the tech giant of using its virtual assistant, Siri, to "eavesdrop" on users without their knowledge. Payments were set to go out on Friday, Jan. 23, according to the settlement website. Social media posts appear to show consumers beginning to see cash trickle in on that date as deposits hit checking accounts and money apps like Venmo and PayPal. Class members could choose how they wanted to be paid, including direct deposit and physical checks. Payments were capped at $20 per claim, with each person eligible to submit up to five claims for five separate affected Apple devices. As is often the case with large class-action settlements, payouts are ultimately based on how many people file valid claims. According to reports and posts on social media, the average payment per device was reduced to around $8, with multiple claimants across platforms reporting receiving up to $40 for five devices. USA TODAY contacted Apple and the settlement's administrator on Jan. 27, but has not received a response. What is the Lopez v. Apple lawsuit? Violation of privacy is the main complaint alleged in Lopez v. Apple. The class-action lawsuit, filed in a California federal court in 2021, alleges that Apple was recording users' private conversations without consent. The recordings allegedly happened after users accidentally activated Siri, the built-in AI voice assistant that can be turned on by pushing buttons or saying "Hey, Siri" aloud. Usually, people use the "Hey, Siri" feature to set reminders, send or read texts, control smart home devices and perform other...

格隆汇1月28日｜消息人士称，近日，美国向以色列通报其针对伊朗可能采取军事行动的准备情况。美方表示，相关准备工作预计将在两周内完成，并可能在未来数月内出现适合采取行动的“机会窗口”。美方同时强调，这并不意味着必须等所有准备工作结束后才会采取行动。如果美国总统特朗普下达命令，美方行动可能提前进行，但目前这一选项并未被视为迫在眉睫。不过美以官方尚未证实上述消息。

现货黄金向上触及5150美元 2026-01-28 04:23:06 来源： 同花顺7x24快讯 分享 文章提及标的 伦敦金 -- 现货黄金向上触及5150美元，日内上涨2.86%。

乌克兰利沃夫州布罗迪市一处基础设施27日遭俄军袭击，袭击后石油产品起火并冒出浓烟。乌克兰方面有消息称，该设施与“友谊”输油管道相连。同日，针对相关事件，匈牙利外交与对外经济部发言人表示，根据其掌握的信息，“友谊”输油管道本身并未遭到袭击。“友谊”输油管道对保障匈牙利和斯洛伐克能源（850101）安全至关重要，是俄罗斯向中欧、东欧运送石油的大型管网系统。该管线起点位于俄罗斯西南部萨马拉州，北线经白俄罗斯通往波兰和德国，南线经乌克兰通往捷克、斯洛伐克和匈牙利。(央视新闻)

周二（1月27日）纽约尾盘，ICE美元指数跌0.86%，报96.209点，日内交投区间为97.286-96.137点，在微幅上涨行情中，于北京时间16:39刷新日高，随后持续走低，02:04逼近2022年2月23日底部95.848点和当年1月14日底部94.629点。 彭博美元指数跌0.76%，报1178.83点，日内交投区间为1190.32-1178.69点，16:41-00:38也持续下挫，逼近2022年3月1日底部1178.63点和当年1月14日底部1162.11点。

格隆汇1月28日｜现货黄金将历史新高刷至5150美元/盎司，日内涨幅达2.8%。

Some of the wealthiest, including those that benefited most from the Yale model, are on the hook for hundreds of millions in new endowment taxes from a hostile government. Now, universities are dumping private equity funds at discounts following years of poor returns. Bloomberg's Janet Lorin joined the conversation on "Bloomberg Markets" with Scarlet Fu. She also discussed the story that Yale University is going tuition-free for undergraduates from families with incomes of less than $200,000. (Source: Bloomberg)

澳元兑美元日内涨幅扩大至1%，现报0.6983。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

现货黄金涨幅扩大至2.6%，报5142美元/盎司。

(RTTNews) - After showing a strong move to the upside in the previous session, treasuries gave back some ground during trading on Tuesday. Bond prices climbed well off their worst levels in afternoon trading but still finished the day modestly lower. Subsequently, the yield on the benchmark ten-year note, which moves opposite of its price, rose 2.3 basis points to 4.551 percent. With the increase, the ten-year yield rebounded after ending the previous session at its lowest closing level in over a month. The pullback by treasuries came as traders cashed in on yesterday's rally ahead of the Federal Reserve's monetary policy announcement on Wednesday. The Fed is almost universally expected to leave interest rates unchanged, but traders are likely to pay close attention to the accompanying statement for clues about the outlook for rates. Recent economic data has led to concerns about the Fed leaving rates on hold for a prolonged period, but many economists still expect the central bank to resume cutting rates sometime in the first half of the year. CME Group's FedWatch Tool is currently indicating a 74.5 percent chance rates will be lower by at least a quarter point following the Fed's June meeting. In U.S. economic news, a report released by the Commerce Department unexpectedly showed a steep drop by new orders for U.S. manufactured durable goods in the month of December amid a nosedive by orders for transportation equipment. The Commerce Department said durable goods orders plunged by 2.2 percent in December after tumbling by a revised 2.0 percent in November. Economists had expected durable goods orders to climb by 0.8 percent compared to the 1.2 percent slump that had been reported for the previous month. However, excluding the steep drop by orders for transportation equipment, durable goods orders rose by 0.3 percent in December after edging down by 0.2 percent in November. Ex-transportation orders were expected to increase by 0.4 percent. The Conference Board also...

Tether Holdings SA said it has launched a US-focused stablecoin, as the world’s largest issuer of dollar-pegged tokens prepares to return to crypto’s largest market. Bloomberg's Anna Irrera discusses the story on "Bloomberg Crypto" with Scarlet Fu and Tim Stenovec. (Source: Bloomberg)

格隆汇1月28日｜澳元兑美元AUD/USD日内涨幅扩大至1.00%，现报0.6983。

herstockart/iStock via Getty Images The last time I spoke about enGene Holdings ( ENGN ) it was with respect to a Seeking Alpha article entitled " enGene Holdings: Mid-2024 NMIBC Data Could Lead To EG-70 BLA Filing ". As an update, the company is nearing the finish line but not quite there yet. The reason why I state this is because it had gained alignment with the FDA that its pivotal Cohort 1 of the phase 2 LEGEND trial could be used as the basis to be able to file a Biologics Licensing Application [BLA] of its gene therapy detalimogene for the treatment of patients with BCG-unresponsive, high-risk non-muscle invasive bladder cancer [high-risk NMIBC] with carcinoma in situ [CIS] - with or without papillary disease. The company in November of 2025 released preliminary data from the pivotal cohort post-amendment changes showcasing that the drug was able to achieve a complete response [CR] rate of 62% at 6 months. If this has already been revealed, then why do I believe that there is value still left here? It is because there are two major catalysts or inflection points that are supposed to happen in the 2nd half of 2026. The first catalyst of which, is that the company intends to release data from pivotal Cohort 1 of this phase 2 LEGEND study of 125 patients with BCG-unresponsive, high-risk NMIBC with CIS, in the 2nd half of 2026. Barring a positive outcome from this study, this sets up enGene to file its BLA of detalimogene as a gene therapy to treat this type of NMIBC patients. The most crucial item being that the company believes that this non-viral gene therapy could become a first-line treatment option for these BCG-unresponsive, high-risk NMIBC patients. This would be on the basis for ease of use for starters, along with a potentially best-in-class tolerability profile. In my prior article, I rated this company's stock as a "Buy" rating, and this time around I'm maintaining this rating. The reason why is because of the positive preliminary data from the amende...

现货黄金突破5140美元 2026-01-28 04:16:53 来源： 同花顺7x24快讯 分享 文章提及标的 伦敦金 -- 现货黄金持续刷新历史新高，涨幅扩大至2.6%，报5142美元/盎司。

Earnings Call Insights: Union Pacific Corporation (UNP) Q4 2025 Management View CEO Vincenzo Vena opened by highlighting Union Pacific’s response to a significant weather event, noting, “Eric and the team have done a spectacular job… it used to take us weeks to recover. And Eric and the team have done a spectacular job. I wouldn't say that we're at 100% this morning recovered. But Eric's promised me by the time I look at the metrics on Thursday morning, we'll be back to normal.” Vena emphasized that the company delivered its “best-ever full year across safety, service, and operating excellence,” and stated, “Union Pacific reported 2025 full year reported net income of $7.1 billion, up 6% and earnings per share of $11.98 up 8%.” He further noted, “2025 freight revenue, excluding the impact of fuel surcharge grew 3% versus 2024 and set a best-ever full year record. Strong core pricing gains, combined with an additional 113,000 railcars more than offset business mix.” CFO Jennifer Hamann reported, “operating revenue of $6.1 billion decreased 1% versus 2024 as freight revenue of $5.8 billion declined only 1% on 4% lower volume.” She added, “Fourth quarter compensation per employee increased 5% as a result of wage inflation and higher guarantee.” Hamann stated, “Reported net income totaled $1.8 billion and was a fourth quarter record with earnings per share of $3.11. Our adjusted earnings per share totaled $2.86 and adjusted operating ratio came in at 60%.” Hamann also highlighted, “Cash return to shareholders grew 25% versus 2024 as we rewarded our shareholders by returning $5.9 billion in 2025 through both dividends and share repurchases.” Outlook Hamann stated, “Specific to 2026, our earnings outlook is in the mid-single-digit range as we continue to face volume and cost headwinds.” She added, “We are planning $3.3 billion for 2026 capital improvements and we will continue to deliver value to our shareholders with consistent annual dividend increases.” Hamann explaine...