格隆汇1月27日｜Evercore将思科评级从“与大盘持平”上调至“跑赢大盘”，目标价亦从80美元上调至100美元。Evercore此次上调评级的核心逻辑在于思科在人工智能(AI)领域的强劲增长势头以及企业网络设备更新换代带来的周期性机遇。

Philippines' Duterte fit to face ICC proceedings, judges say He is accused of being responsible for dozens of murders under his so-called war on drugs, during which thousands of small-time drug dealers, users and others were killed without trial. Duterte's lawyers earlier argued that the 80-year-old was unfit to participate in the ICC proceedings citing "cognitive impairment". He has been detained at the Hague since March 2025. The ICC also will hold a hearing on 23 February to decide whether the prosecution's case against Duterte is strong enough to proceed to a trial. Judges at the International Criminal Court (ICC) have ruled that former Philippine president Rodrigo Duterte is fit to attend pre-trial proceedings for alleged crimes against humanity. Duterte was president of the Philippines from 2016 to 2022. He justified his war on drugs by saying peace and order would pave the way for economic development. Citing opinions from a panel of medical experts, ICC judges said they were "satisfied" that Duterte is "able effectively to exercise his procedural rights and is therefore fit to take part in the pre-trial proceedings". ICC judges also said in their decision on Monday that the mental capacities needed to "meaningfully exercise one's procedural and fair trial rights" did not have to be "at their notionally highest level". "This ruling tells victims that in the reckoning of Duterte at the ICC, their voices will not be sidelined by technical evasions," said Congresswoman Leila de Lima, one of Duterte's fiercest critics who was jailed during his presidency on drug charges that were later found to be false. Duterte was arrested at Manila airport in March 2025 as his family's alliance with his successor, President Ferdinand "Bongbong" Marcos Jr crumbled. His arrest has divided Filipinos. While his deadly drugs crackdown has drawn sharp criticism from civil society, his populist message resonates with those who feel sidelined by Manila's political elite. In May last y...

ST. PETERSBURG, Fla. -With two significant trades just before Christmas, the character and identity of the Tampa Bay Rays appear…

格隆汇1月27日｜外交部发言人宣布：应中共中央政治局委员、外交部长王毅邀请，阿塞拜疆外长巴伊拉莫夫将于1月28日至29日对中国进行正式访问。

华电新能等在青岛成立新能源公司 2026-01-27 15:12:03 来源： 同花顺7x24快讯 分享 文章提及标的 华电新能 -- 能源 -- 企查查APP显示，近日，华电宝山(青岛)新能源（850101）有限公司成立，法定代表人为周勇，注册资本为1000万元，经营范围包含风力发电技术服务；生物质能技术服务；发电业务、输电业务、供(配)电业务；生物质燃气生产和供应等。企查查股权穿透显示，该公司由华电新能（600930）、黄岛区宝山镇金岭村股份经济合作社共同持股。(人民财讯)

当地时间1月27日，印欧领导人在新德里举行会晤。印度总理莫迪宣布，印度和欧盟达成自由贸易协定，并表示该协议覆盖全球GDP的25%和全球贸易额的三分之一。（央视新闻）

金隅冀东与陕西金泰化学签署合作框架协议 2026-01-27 15:11:37 来源： 同花顺7x24快讯 分享 文章提及标的 金隅冀东 -- 近日，金隅冀东（000401）与陕西金泰化学科技集团有限公司(简称“陕西金泰化学”)在京举行合作框架协议签约仪式。未来，双方将进一步整合优质资源，拓展合作深度与广度，在原材料供应与产业链协同方面加强互补合作。(人民财讯)

In this article GOOGL EQIX MSFT NVDA Follow your favorite stocks CREATE FREE ACCOUNT Students at a tech university in Dublin are enjoying an unexpected perk of artificial intelligence — it's helping heat their campus. Since 2023, the Technical University of Dublin's Tallaght campus has been one of a growing number of buildings in the southwest suburban area of the city to be heated by waste heat from a nearby Amazon Web Services data center. Data centers have always generated excess heat, but integration with district heating networks has been slow, as the waste heat produced by these power-hungry facilities is typically too low-temperature to directly warm other buildings. That's now changing. As the AI boom gets underway and data centers are increasingly filled with racks of advanced chips that require as much as triple the computing capacity of before, operators have had to find new ways to balance maximizing efficiency without sacrificing sustainability. AI is the "twist" that makes it more attractive, according to Adam Fabricius, commercial manager at heating, ventilation and air conditioning equipment provider Sav Systems, and a researcher of heat networks for its sister company EnergiRaven. "The exciting thing is that AI can give you higher temperatures, and the water cooling makes it a lot easier. You need a lot less hardware to connect these systems," he told CNBC. Providing heat to a district heating network gives data centers "additional social license," the International Energy Agency's Brendan Reidenbach told CNBC. "It may not be ultimately very cost effective on paper, but it does contribute to that good social impact by turning what is a potential bad news story of increased data centers into a good-news story of what is ultimately decarbonized heat supply. So it's very much a win-win situation," he added. Ireland a 'blank slate' There has been a fair uptake among Big Tech. Microsoft announced plans to fuel the Høje-Taastrup district heating network i...

上海启动三大AI生态 展现产业链协同创新合力 2026-01-27 15:11:16 来源： 同花顺7x24快讯 分享 1月27日，在2026“智算申城”高峰论坛上，上海电信“智云上海”携手国产芯片共建城市智能算力生态、上海移动“基于可信数据空间的AI+DATA生态能力开放广场”、上海联通“UniAI.智联申城”算力生态同步启动，展现产业链协同创新合力。(人民财讯)

格隆汇1月27日｜国盛证券研报指出，香农芯创2025年销售的企业级存储产品数量增长，主要产品价格呈现上升的态势，预计全年收入增长超过40%，超340亿元；实现归母净利润4.8-6.2亿元，同比增长81.77%-134.78%；认为公司业绩增长主要系AI驱动下存储产品供不应求，涨价周期持续，同时公司自主品牌海普存储进入放量期，实现盈利。由于海普存储25Q4开始已进入放量阶段，叠加存储涨价大周期，上调2026、2027年盈利预测，看好公司电子元器件业务起量及AI驱动下存储产品需求提升带来的营收业绩增长机遇，维持“买入”评级。

Uranium demand and limited supply could send shares of companies held by these ETFs skyward in 2026, making them an easy way to gain broad exposure.

格隆汇1月27日｜外交部发言人宣布：应国务院总理李强邀请，英国首相斯塔默将于1月28日至31日对中国进行正式访问。

【英国首相斯塔默将访华】财联社1月27日电，外交部发言人宣布：应国务院总理李强邀请，英国首相斯塔默将于1月28日至31日对中国进行正式访问。

英国首相斯塔默将访华 2026-01-27 15:10:11 来源： 同花顺7x24快讯 分享 外交部发言人宣布：应国务院总理李强邀请，英国首相斯塔默将于1月28日至31日对中国进行正式访问。(外交部网站)

1月27日，在2026“智算申城”高峰论坛上，上海仪电牵头承建，联合百团百项7位科学家代表联合发起“科学智能开放社区算力支持计划”。据悉，该项计划聚焦科学智能发展需求，构建面向全球科学家的科学智能算力基础设施和智算云服务底座，为入驻科学家，提供一站式的科研工具、模型、智能体服务和万卡级算力资源支持，助力科研范式变革。（人民财讯）

小米集團－Ｗ(01810)出現大手買入18.82萬股，成交價$35.64，涉資670.745萬 AASTOCKS.com

小米集團－Ｗ(01810)出現大手買入20.36萬股，成交價$35.64，涉資725.63萬 AASTOCKS.com

格隆汇1月27日｜半夏投资创始人李蓓近日在接受媒体专访时称：成立公司时就确立了核心理念——“做活得最长的人”，希望半夏是我的最后一个公司，基金能长期存续。因此，风控是第一位的，避免大的回撤比获取收益更重要。我们的风控体系核心是“集中度控制”，因为职业生涯足够长，“黑天鹅”必然出现：第一，资产类别上不all in单一资产，设置明确仓位上限；第二，细分类别上，单一行业持仓上限30%，远低于同行常见的100%甚至加杠杆；第三，个股层面常规上限5%，特别看好时不超过8%。通过这三层约束，避免让职业生涯处于脆弱状态。

京東集團－ＳＷ(09618)出現大手買入7.93萬股，成交價$113.5，涉資900.055萬 AASTOCKS.com

美團－Ｗ(03690)出現大手買入8.71萬股，成交價$96.75，涉資842.692萬 AASTOCKS.com

财联社1月27日讯（记者 封其娟） 中基协最新公布了私募基金管理人登记及产品备案去年12月数据。 值得一提的是，截至去年12月末，私募产品存续总规模达22.15万亿元，继去年10月、11月分别以22.05万亿元、22.09万亿元的总规模连续刷新历史峰值后，再度突破纪录，连续三个月攀升新高。 去年12月报指出，在中基协AMBERS系统完成新登记的私募机构共13家。其中，证券类私募、股权类私募分别有5家、8家。同月，共计96家私募完成注销。 增量上，去年12月备案私募产品共2087只，新备案规模989亿元，较11月备案数量、新设立规模实现环比双增。数据显示，11月新备案私募产品共1689只，新备案规模713.42亿元。 存量上，截至去年12月末，存续私募基金管理人19231家，存续私募基金共138315只，对应管理基金总规模为22.15万亿元。 另外，据私募排排网统计，去年12月799家私募完成备案的私募证券产品共计1397只，较11月719家私募备案的1285只产品环比增长8.72%。 12月私募全景数据出炉 中基协具体披露，去年12月备案私募的2087只产品中，私募证券投资基金、创业投资基金、私募股权投资基金分别有1397只、440只、250只，各自新备案规模依次为541.74亿元、183.79亿元、263.48亿元。 截至去年12月末，19231家存续私募基金管理人中，私募股权及创投基金、证券类私募、其他私募投资基金、资产配置类私募分别有11523家、7531家、171家、6家。 与此同时，138315只存续私募基金中，私募证券投资基金、私募股权投资基金、创业投资基金分别有80390只、29820只、27342只，存续规模依次为7.08万亿元、11.19万亿元、3.58万亿元。 再看私募基金管理人地域分布情况。截至去年12月末，已登记私募数量从注册地分布来看（按36个辖区），集中在上海市、北京市、深圳市、浙江省（除宁波）、广东省（除深圳）和江苏省，总计占比达72.39%，高于11月份的72.35%。 其中，上海市3629家、北京市3177家、深圳市2860家、浙江省（除宁波）1536家、广东省（除深圳）1530家、江苏省1190家，数量占比分别为18.87%、16.52%、14.87%、7.99%、7.96%和6.19%。 从管理基金规模来看，前6大辖区分别为上海...

Insight with Haslinda Amin, a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)

Representative Nancy Pelosi (D-California) recently bought shares of NVIDIA Corporation NASDAQ: NVDA. In a filing disclosed on January 23rd, the Representative disclosed that they had bought between $250,001 and $500,000 in NVIDIA stock on January 16th. Representative Nancy Pelosi also recently made the following trade(s): Purchased $500,001 - $1,000,000 in shares of Amazon.com NASDAQ: AMZN on 1/16/2026. on 1/16/2026. Purchased $500,001 - $1,000,000 in shares of Alphabet NASDAQ: GOOGL on 1/16/2026. on 1/16/2026. Purchased $100,001 - $250,000 in shares of Vistra NYSE: VST on 1/16/2026. on 1/16/2026. Sold $5,000,001 - $25,000,000 in shares of Apple NASDAQ: AAPL on 12/30/2025. on 12/30/2025. Sold $1,000,001 - $5,000,000 in shares of Walt Disney NYSE: DIS on 12/30/2025. on 12/30/2025. Sold $250,001 - $500,000 in shares of PayPal NASDAQ: PYPL on 12/30/2025. on 12/30/2025. Sold $1,000,001 - $5,000,000 in shares of Alphabet NASDAQ: GOOGL on 12/30/2025. on 12/30/2025. Sold $5,000,001 - $25,000,000 in shares of Apple NASDAQ: AAPL on 12/24/2025. on 12/24/2025. Sold $1,000,001 - $5,000,000 in shares of Amazon.com NASDAQ: AMZN on 12/24/2025. on 12/24/2025. Sold $1,000,001 - $5,000,000 in shares of NVIDIA NASDAQ: NVDA on 12/24/2025. Get NVIDIA alerts: Sign Up NVIDIA Stock Performance Shares of NVDA stock opened at $186.47 on Tuesday. The company has a debt-to-equity ratio of 0.06, a current ratio of 4.47 and a quick ratio of 3.71. The company has a market cap of $4.53 trillion, a P/E ratio of 46.27, a P/E/G ratio of 0.91 and a beta of 2.31. NVIDIA Corporation has a one year low of $86.62 and a one year high of $212.19. The firm has a 50-day moving average of $183.37 and a 200-day moving average of $181.97. NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its earnings results on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, topping the consensus estimate of $1.23 by $0.07. NVIDIA had a net margin of 53.01% and a return on equity of 99...

财联社1月27日讯（记者 王晨） 北向资金最新调仓出炉。 北向资金作为A股市场的“聪明资金”，持仓变动往往反映出外资对国内宏观经济、行业景气度的长期判断。从四季度持仓数据来看，可从中捕捉三大核心趋势： 一是市值持续攀升与持股数回升。 截至2025年年末，北向资金持有A股市值达2.5885万亿元，年内累计增加逾3880亿元，实现连续4个季度正增长，加仓数量来看，四季度较三季度加仓2.34亿股。 二是四季度顺周期行业成加仓主力，有色、机械、化工领衔加仓。 有色金属 行业以15.55亿股的季度加仓量位居首位，化工行业延续全年加仓态势，机械、交通运输、石油石化、钢铁Ⅱ等行业均获显著加仓。 三是硬科技赛道延续长期布局，核心领域持续获捧。 科技制造作为北向资金长期配置的核心方向，四季度依然保持加仓态势，硬件设备四季度延续三季度的加仓热潮，半导体行业实现连续四个季度增持。 北向资金的持续布局与调仓动作，与全球外资机构对A股的积极展望形成呼应，外资机构集体释放对A股的积极预期，纷纷上调目标点位及盈利预测，看好中国股市长期上涨潜力。 北向资金持股市值站稳2.58万亿，持股数量回升 数据显示，截至2025年年末，北向资金持有A股市值达2.5885万亿元，年内累计增加逾3880亿元，四季度实现连续4个季度正增长。 从持股数量来看，北向资金年内持仓股数虽减少约146亿股，但四季度呈现明显回升态势，较三季度加仓2.34亿股，持股总量达到1076.99亿股，结束了此前季度持股数量下滑的趋势。 回顾2025年全年持仓轨迹，北向资金市值增长稳步攀升。一季度末持股市值2.2333万亿元，二季度末增至2.2872万亿元，三季度末进一步攀升至2.5831万亿元，年末最终定格在2.5885万亿元，季度环比增长虽有所放缓，但全年累计增幅显著。 在持股占比上，四季度末北向资金占流通A股市值比例为2.6280%，占总股本市值比例为2.11%，尽管较年内高点略有回落，但仍维持在历史较高水平。 有色金属领衔加仓，顺周期布局特征明显 2025年四季度，北向资金行业加仓呈现多元化特征，有色金属行业以15.55亿股的季度加仓量位居首位，成为四季度北向资金最青睐的行业，这一数据与三季度的小幅减持（-0.11亿股）形成对比。 化工行业延续前三季度的加仓态势，四季度再添5.71亿股，全年各季度均实现加仓，累计加仓规模显著。机械...

格隆汇1月27日｜韩国联合参谋本部称，朝鲜向半岛东部海域发射不明飞行物。

總收入達 9.29 億美元，同比增長 56% ； GAAP 經營虧損下降，實現非 GAAP 經營利潤盈利 百悅澤 ® 全球銷售額達 6.37 億美元，同比增長 107% ，增強在血液學領域中的領先地位； BCL2 抑制劑 sonrotoclax 和 BTK 靶向降解劑 BGB-16673 關鍵項目穩步推進 推進超 過 15 款在研分子的實體瘤創新管線，包括針對肺癌、乳腺癌和胃腸癌的 ADC 、 多特異性抗體和靶向療法 加強全球影響力，位於美國新澤西州的旗艦生物藥生產基地和臨床研發中心正式啟用，該基地投資 8 億美元，占地 42 英畝；同時擬將註冊地從開曼群島遷址至瑞士，後者為生命科學領域的領導者和機構提供了一個創新的生物科技生態系統 美國加州聖馬特奧2024年8月7日 /美通社/ -- 百濟神州有限公司（納斯達克代碼：BGNE；香港聯交所代碼：06160；上交所代碼：688235）是一家全球腫瘤治療創新公司，今日公佈2024年第二季度財務業績以及業務進展，加強公司未來的全球增長。 「我們在第二季度取得了卓越的財務業績表現，同時也迎來了發展的轉捩點。憑藉全球收入的快速增長和持續的財務管理，百濟神州已在非美國公認會計原則（GAAP）下實現經營利潤盈利。作為全球領先的腫瘤治療創新公司，我們在達成這一里程碑後將繼續鞏固自身的差異化戰略能力。」百濟神州聯合創始人、董事長兼首席執行官歐雷強先生表示，「在美國所有已獲批適應症中，百悅澤®正在逐步成為新增患者首選的布魯頓氏酪氨酸激酶抑制劑（BTKi）類藥物，這突顯出了這款優質療法的臨床有效性和安全性數據的優勢，同時百悅澤®也是唯一一款在頭對頭試驗中對比伊布替尼取得優效性的BTKi。作為業內規模最大的腫瘤研究團隊之一，我們在血液學領域確立了領先地位，同時正在努力拓展至其他高發癌症領域。隨著我們的業務在美國新澤西州和瑞士等成熟生物制藥中心不斷發展，我們將有機會讓我們的創新藥物惠及更多患者。」 財務亮點 （單位為千美元） 截至6月30日止三個月 截至6月30日止六個月 （除百分比外，其餘單位均為千美元） 2024年 2023年 增長變化 （%） 2024年 2023年 增長變化 （%） 產品收入淨額 $ 921,146 $ 553,745 66 % $ 1,668,064 $ 964,036 73 % 合作收入淨額 $ 8,020 $ 4...

百濟神州公佈2024年第二季度財務業績及業務進展，進入全球增長新階段 am730

NVIDIA and CoreWeave previously announced an expanded collaboration under which NVIDIA invested US$2 billion for new CoreWeave Class A shares at US$87.20 each, aiming to help CoreWeave build more than 5 gigawatts of AI “factories” by 2030 using NVIDIA’s accelerated computing platform. A distinctive aspect of the deal is NVIDIA’s plan to use its own balance sheet strength to support CoreWeave’s access to land, power and infrastructure, deepening the integration of CoreWeave’s AI-native software and NVIDIA’s reference architectures. Against this backdrop, we’ll examine how NVIDIA’s US$2 billion equity stake and technology alignment shape CoreWeave’s evolving investment narrative. AI is about to change healthcare. These 109 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. What Is CoreWeave's Investment Narrative? To own CoreWeave, you really have to buy into the idea that it can turn today’s capital‑intensive AI buildout into a durable, profitable infrastructure platform. Before NVIDIA’s move, the near term story already revolved around executing huge contracts, funding multi‑billion‑dollar data center expansion and managing volatile sentiment around an unprofitable, fast‑growing business. The US$2 billion equity injection and deeper technical alignment now sit right at the center of those catalysts, easing near term balance sheet pressure and potentially improving access to land and power, but also tightening CoreWeave’s dependence on a single technology partner. At the same time, the securities class action and earlier concerns about supply bottlenecks and revenue recognition do not disappear; if anything, the raised expectations around delivery and governance could make any future missteps more costly in the market’s eyes. However, the legal overhang tied to past disclosures is something investors should not ignore. CoreWeave's share price has been o...

格隆汇1月27日｜爱丽舍宫：法国总统马克龙将于1月28日在巴黎会见丹麦首相和格陵兰岛首相。