恆瑞醫藥(01276.HK)抗腫瘤藥SHR-1049注射液獲准於國內開展臨床 AASTOCKS.com

恆瑞醫藥(01276.HK)抗腫瘤藥SHR-1049注射液獲准於國內開展臨床 AASTOCKS.com

恆瑞醫藥(01276.HK)抗腫瘤藥SHR-1049注射液獲准於國內開展臨床- 財經新聞Financial News AASTOCKS.com

恆瑞醫藥(01276.HK)抗腫瘤藥SHR-1049注射液獲准於國內開展臨床- 財經新聞Financial News AASTOCKS.com

日久光电公告，预计2025年度净利润为9300万元到1.2亿元，同比增长37.83%～77.85%。报告期内，公司业绩变动主要受以下因素影响：1、调光导电膜业务展现出稳定的增长态势，成为重要的业绩增长引擎：调光导电膜作为调光膜的核心电极材料，对应下游已完成PDLC、SPD、EC及LC全技术路线适配，产品聚焦汽车天幕、侧窗、后视镜等核心场景，该业务自投入量产以来广受认可，营业收入持续增长。2、2A/3A光学膜形成稳定销售规模：以车载显示、消费电子等为主要应用的光学膜，展现出较好的市场接受度，报告期内该产品销售数量增加，营业收入显著增长。

格隆汇1月26日｜市场分析人士表示，纽约联储上周五进行的汇率核查是迄今为止最明确的信号，表明日美当局正在密切合作以遏制日元贬值，这也使市场对干预保持高度警惕。不过，直接的协调干预未必会像预期的那样迅速发生。摩根大通日本首席外汇策略师Junya Tanase称：“过去的协调干预只发生在极为罕见的情形下。从联合汇率核查到真正的协调干预之间仍存在相当大的距离。”三菱日联摩根士丹利证券外汇策略师Shota Ryu表示：“美国可能并不愿意买入一种已经连续五年贬值的货币，或许会配合一次小规模干预，但不太可能采取能在根本上扭转日元下行趋势的行动。”如果日本持续干预，就需要出售部分美债持仓，这可能推高美债收益率，而在市场本已波动的情况下，这是美国未必愿意看到的结果。美元进一步下跌可能会为上周再度升温的“卖出美国”交易火上浇油。Gaitame.com分析师Takuya Kanda表示：“在担忧全球去美元化的背景下，美国不太可能直接参与抛售美元的干预行动。”

格隆汇1月26日｜铜陵有色(000630.SZ)今日涨停两连板，换手率10.02%，成交额82.57亿元。龙虎榜数据显示，深股通买入3.44亿元，卖出5.27亿元，净卖出1.83亿元；五家机构买入5.38亿元，卖出9.02亿元，净卖出3.64亿元；游资“曲江池”位列买二席位，净买入7458万元。上榜席位全天买入8.53亿元，卖出11.6亿元，合计净卖出3.07亿元。(格隆汇)

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Samsung expected to start HBM4 shipments to Nvidia, AMD in February digitimes

格隆汇1月26日｜花旗将直觉外科公司的目标价从635美元下调至590美元，维持“中性”评级。(格隆汇)

崇德科技1月26日在互动平台表示，公司风电设备产品的销售情况良好。（人民财讯）

格隆汇1月26日｜据经济观察报，1月22日，野村中国首席经济学家陆挺在媒体见面会上，从股市、房地产、社保体系等方面，阐释了他对当前中国宏观经济的系列分析。陆挺认为，房地产市场或在未来三四个月迎来类似2024年“924”的政策时刻。在社保体系方面，他建议将城乡居民基本养老保险金（主要覆盖农村老年群体，下称“农民养老金”）上涨幅度调整为每月50元甚至100元，从而在几年内，将农民养老金平均水平从目前的不足300元/月逐步提升至1000元/月。 相较于企业职工基本养老保险，农民养老金制度的覆盖范围更广。人社部数据显示，截至2024年，全国共有1.8亿老人领取农民养老金，1.47亿老人领取城镇职工基本养老保险金。陆挺表示，农民养老金涉及3亿农民工及大量灵活就业人员，提高农民养老金，能改善他们对退休后收入的预期。这一群体的边际消费倾向也更高，因此为他们涨养老金，对消费的刺激作用会更突出。“‘以旧换新’等政策能在短期内较明显地刺激消费，但从中长期来看，仍需要通过完善社会保障体系来刺激消费。” 陆挺称：“考虑到地方财政压力，上涨农民养老金应该由中央财政发力，平等地给每个人上涨养老金，而不是要求各地财政部门加大补贴力度。而中央财政发力，需要依赖财政赤字的上调。从中等收入国家迈向中等发达国家的过程中，完善社会保障体系是必经之路，未来两三年，是中国社保体系改革的重要窗口期。”

特朗普在采访中再次重申美国的军事威慑力。他表示美国将继续其军事行动，或将行动范围从南美往北延伸，以持续打击毒品贩运集团 【财新网】 继在瑞士达沃斯高调推动由美国单方面提出的所谓加沙“和平委员会”签约和成立仪式后，美国总统特朗普在返回华盛顿后表示，美军在今年年初对委内瑞拉军事行动中动用了“秘密武器”，并重申美在西半球的军事威慑。 特朗普是1月23日在白宫椭圆形办公室接受《纽约邮报》采访时作出上述表态的。 围绕这一被特朗普称为“扰乱器（The Discombobulator）”的秘密武器，他介绍称，在美国强掳委内瑞拉总统马杜罗时，“扰乱器”被用以瘫痪委内瑞拉的设备。

peshkov/iStock via Getty Images European stocks kicked off the new week mixed, following a week of muted performance. London ( UKX ) -0.02% to 10,141. Germany ( DAX:IND ) +0.15% to 24,892. Germany will announce the Ifo Business Climate, which is expected to rise to 88.1 in January from 87.6 in the prior month. France ( CAC:IND ) -0.16% to 8,130. This week, investors will focus on escalating U.S.-Canada tensions, key earnings releases, and the Federal Reserve’s interest rate decision, with policymakers widely expected to leave rates unchanged. Futures have moved into positive territory after an early dip, with the Dow ( INDU ) and S&P 500 ( SPX ) up 0.10%, and the Nasdaq ( US100:IND ) edging higher by 0.03%. More on European markets Impact On U.S.-EU Tensions: Risk-Off, U.S. Dollar Subdued, Heightened Demand For Gold And Silver 5 Ways The U.K. Economy Could Positively Surprise Us In 2026 EWQ: Falling Real Rates Delayed The Bear Case, But 2026 May Not UK January PMIs show broad expansion: Manufacturing at 51.6, composite 53.9, services 54.3 European markets muted over geopolitical tensions

Dynasty Wealth Management LLC purchased a new position in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) in the third quarter, according to its most recent filing with the SEC. The firm purchased 28,393 shares of the semiconductor manufacturer's stock, valued at approximately $9,367,000. Other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. increased its holdings in Broadcom by 1.3% in the second quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer's stock worth $133,261,046,000 after purchasing an additional 6,222,802 shares in the last quarter. State Street Corp boosted its holdings in shares of Broadcom by 0.5% during the 2nd quarter. State Street Corp now owns 185,276,987 shares of the semiconductor manufacturer's stock worth $51,071,601,000 after buying an additional 873,963 shares in the last quarter. Geode Capital Management LLC grew its position in shares of Broadcom by 2.1% during the 2nd quarter. Geode Capital Management LLC now owns 108,610,718 shares of the semiconductor manufacturer's stock worth $29,827,649,000 after buying an additional 2,226,585 shares during the period. Norges Bank bought a new stake in shares of Broadcom in the 2nd quarter valued at $18,579,549,000. Finally, Invesco Ltd. lifted its position in shares of Broadcom by 8.4% during the 2nd quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer's stock valued at $10,598,641,000 after acquiring an additional 2,978,768 shares during the period. 76.43% of the stock is owned by institutional investors. Get Broadcom alerts: Sign Up Insider Buying and Selling In related news, CFO Kirsten M. Spears sold 30,000 shares of the firm's stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $347.82, for a total transaction of $10,434,600.00. Following the transaction, the chief financial officer directly owned 277,237 shares of the compa...

Horizon Bancorp Inc. IN lessened its position in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 85.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,086 shares of the semiconductor manufacturer's stock after selling 6,588 shares during the quarter. Horizon Bancorp Inc. IN's holdings in Broadcom were worth $358,000 as of its most recent SEC filing. Several other large investors have also recently made changes to their positions in AVGO. Norges Bank purchased a new position in shares of Broadcom in the second quarter worth about $18,579,549,000. Vanguard Group Inc. raised its holdings in Broadcom by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer's stock valued at $133,261,046,000 after acquiring an additional 6,222,802 shares during the last quarter. Edgewood Management LLC purchased a new position in Broadcom in the 2nd quarter worth approximately $1,571,438,000. Massachusetts Financial Services Co. MA boosted its holdings in shares of Broadcom by 115.5% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,017,340 shares of the semiconductor manufacturer's stock worth $1,658,680,000 after purchasing an additional 3,224,739 shares during the last quarter. Finally, Invesco Ltd. grew its position in shares of Broadcom by 8.4% in the second quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer's stock valued at $10,598,641,000 after purchasing an additional 2,978,768 shares in the last quarter. 76.43% of the stock is currently owned by hedge funds and other institutional investors. Get Broadcom alerts: Sign Up Key Broadcom News Here are the key news stories impacting Broadcom this week: Wall Street Analyst Weigh In A number of brokerages recently commented on AVGO. Susquehanna reiterated a "positive" rating and set a $450.00 price objective (up pre...

航天动力今日跌停，成交额20.40亿元，换手率9.53%，盘后龙虎榜数据显示，沪股通专用席位买入4021.52万元并卖出3708.34万元，1家机构专用席位净买入5550.33万元，有1家机构专用席位净卖出1.04亿元。

2026年1月23日，宜家天津中北商场店，进店选购商品的消费者。图：财新 郑海鹏 【财新网】 2026年1月7日，“宜家中国资讯”宣布将从规模扩张转向精准深耕，自2026年2月2日起停止运营包括上海宝山、广州番禺、天津中北、南通、徐州、宁波和哈尔滨在内的七个线下门店。同时以北京和深圳作为重点市场进行探索，在接下来的两年内开设超过十家小型门店，更贴近社区和年轻客群。 消息一出，多地市民开始前往上述店铺抢购打折商品。在天津中北商场店，促销活动根据商品类型分批进行，消费者们涌入多个商品区抢购打折商品。多个区域的商品被一扫而空，只剩下闲置的货架。门店外面还临时搭建了行人护栏，用来维持现场秩序。

信科移动今日跌18.15%，成交额50.94亿元，换手率13.24%，盘后龙虎榜数据显示，沪股通专用席位买入1.39亿元并卖出2.53亿元，有1家机构专用席位净卖出1.27亿元。

天鹅股份公告，预计2025年年度实现归属于母公司所有者的净利润为7000万元到8000万元，与上年同期相比，将增加67.64万元到1067.64万元，同比增加0.98%到15.40%。预计2025年年度实现归属于母公司所有者的扣除非经常性损益的净利润为3500万元到4500万元，与上年同期相比，将减少1155.63万元到2155.63万元，同比减少20.43%到38.11%。

日本2月8日舉行眾議院選舉投票，日本首相、執政自民黨總裁高市早苗，在黨魁辯論上稱，若執政聯盟在選舉中未獲得過半數議席，她將即刻辭職。 高市早苗和執政聯盟日本維新會共同代表藤田文武，以及在野黨「中道改革聯合」共同代表野田佳彥、國民民主黨黨魁玉木雄一郎等，在日本記者俱樂部舉行辯論。 高市在辯論上稱，如果自民黨在眾議院選舉中敗北，她將不再擔任首相。被追問「敗北」的意思時，高市說，如果自民黨和日本維新會組成的執政聯盟未能獲得過半數議席，她將即刻辭職。 日本共同社24、25連續兩日，針對選舉於全日本進行電話民意調查，關於比例代表選舉的投票意向，表示會投給自民黨的佔比最高，達29.2%。而且在所有年齡群組都領先。其中30歲以下選民為24.5%，40至59歲的中年群組為29.8%，60歲以上老年群組支持率更達31.3%。

沃尔德今日涨15.19%，成交额13.65亿元，换手率9.30%，盘后龙虎榜数据显示，沪股通专用席位买入8586.67万元并卖出3132.53万元，3家机构专用席位净买入1.83亿元。

芯源微公告，预计2025年年度实现归属于母公司所有者的净利润为5200万元至7600万元，与上年同期相比，将减少1.27亿元到1.51亿元，同比减少62.53%到74.36%。报告期内，公司新签订单及营收规模保持稳健增长，核心产品迭代及客户端验证有序推进，新产品研发及销售实现较快增长，经营管理颗粒度持续提升。但仍应看到，相比于同行业头部企业，现阶段公司经营体量仍然不高，规模化生产及整体成本管控能力仍有较大提升空间，在此背景下，受成本费用增加、资产减值准备计提、其他收益减少等多方面因素影响，预计2025年度归属于上市公司股东的净利润、扣除非经常性损益后的净利润有所下滑。

utah778/iStock via Getty Images The following segment was excerpted from the Alger Small Cap Growth Fund Q4 2025 Commentary . Portfolio Update Class A shares of the Alger Small Cap Growth Fund outperformed the Russell 2000 Growth Index during the fourth quarter of 2025. Exact Sciences Corporation ( EXAS ), Natera, Inc. ( NTRA ), and Guardant Health, Inc. ( GH ) were among the top contributors to performance. Exact Sciences is a molecular diagnostics company focused on oncology testing, best known for its Cologuard noninvasive colorectal cancer screening franchise, alongside a broader portfolio and pipeline that includes molecular residual disease (MRD) and multi-cancer early detection (MCED) testing initiatives. Shares contributed positively during the quarter after Abbott announced a definitive all-cash agreement to acquire Exact Sciences for approximately $21 billion in equity value, reflecting a meaningful premium and driving the stock higher. Natera is a specialty diagnostics laboratory that provides high-value genetic testing across three core franchises: reproductive health (including non-invasive prenatal testing for chromosomal conditions such as trisomy 13, 18, and 21), oncology (led by Signatera, which measures circulating tumor DNA to assess treatment response and detect molecular residual disease and cancer recurrence), and transplant (tests used to monitor organ rejection). These tests are built on the company’s proprietary cell-free DNA liquid biopsy platform, enabling highly sensitive detection from a blood sample. Shares contributed positively after the company reported strong fiscal third-quarter earnings, with management commentary pointing to revenue and margin performance that exceeded expectations on the back of higher test volumes and favorable reimbursement dynamics— particularly within the Signatera franchise—alongside another increase to full-year 2025 revenue and margin guidance. Guardant Health is a molecular diagnostics company specializi...

益生股份公告，预计2025年度净利润为1.5亿元–1.9亿元，同比下降62.29%-70.23%。报告期内，尽管公司商品代白羽肉鸡苗销量同比增长超过10%，但受鸡肉和毛鸡价格低位运行影响，上半年商品代鸡苗销售单价同比降幅显著，致使该业务出现阶段性亏损。自下半年起，随着市场供需关系逐步改善，商品代鸡苗价格逐季回升，特别是第四季度鸡苗价格环比大幅上涨，但全年销售均价仍低于上年同期；另外，虽然公司父母代白羽肉鸡苗盈利较好，但销售单价同比下降，使得公司白羽肉鸡板块全年业绩同比出现较大幅度下滑。

凤形股份公告，预计2025年度净利润为1800万元--2200万元，上年同期亏损6082.95万元。公司船用与军用电机业务随着相关行业景气度回升，叠加公司内部管理的各项改革举措，取得一定成效，增收降本，提高了公司效益。

Labour’s decision to bar Andy Burnham from standing in a Westminster byelection was about “focus than about factionalism”, so the party would not be distracted ahead of vital elections in May, Douglas Alexander, the Scotland secretary, has said. Defending the decision by the party’s national executive committee (NEC) to block the Greater Manchester mayor from being a candidate for the Gorton and Denton byelection, Alexander said this was not because Keir Starmer was scared of a leadership challenge. The vote on Sunday by a sub-group of the NEC, including Starmer, has sparked an internal battle inside Labour, with a series of MPs and affiliated unions expressing anger at the decision. Burnham said he was “disappointed”, promising to support whoever was selected to fight the seat vacated last week by Andrew Gwynne. But in a later tweet on Sunday, he seemed to predict that Labour would now lose the byelection. Asked about the decision, Alexander told Sky News that the NEC “had to reach a judgment as to where the best interests of the Labour party lay”, adding: “My own judgment is that this was more about focus than about factionalism.” If Burnham had been selected for the seat, he would have been obliged to give up his Greater Manchester mayoralty halfway through a four-year term, triggering a byelection there. A Labour statement on Sunday said this “would have a substantial and disproportionate impact on party campaign resources ahead of the local elections and elections to the Scottish parliament and Welsh Senedd in May”. Alexander echoed this argument, saying Burnham standing down would have created “an unnecessary byelection, but also probably months of psychodrama”. He went on: “The rulebook of the Labour party has an assumption against a sitting mayor or sitting police and crime commissioner standing [for parliament]. That’s why you have to ask special permission if you’re a serving mayor. “If we had granted that decision yesterday … we would also face the contes...

TARA260220P00005000 互動股市圖表 | TARA Feb 2026 5.000 put 股市 Yahoo 財經

格隆汇1月26日｜Truist将英特尔的目标价从39美元上调至49美元，维持“持有”评级。(格隆汇)