日本汽车企业本田的中国工厂已经恢复生产。 （路透社档案照片） 日本汽车企业本田的中国工厂已经恢复生产。 据日本共同社报道，本田星期一（1月26日）称，因半导体短缺而停产的在华汽车工厂，已在上星期一（1月19日）起陆续恢复生产。本田也提到，通过推进采购替代品等措施促成了复工。 本田与中国广汽集团的合资企业有三家工厂，自去年12月下旬起停产。 本田1月5日称，由于半导体短缺，将把三家工厂的停产时间延长两周。路透社当时报道称，这凸显了这家日本第二大汽车制造商持续面临的供应链压力。 本田发言人说，这些工厂原定于1月5日复工，但推迟到1月19日复工。 此次中断源于中国企业闻泰科技旗下的荷兰子公司安世半导体的晶片出货延迟，这一问题过去几个月已迫使部分汽车制造商削减产量。

Glencore Plc tops the list of European companies identified by M&A experts as potential takeover targets for 2026 as dealmaking activity roars out of the gate this year. Glencore, which is in talks with Rio Tinto Group to create the world’s biggest mining company, was tipped eight times in an informal Bloomberg survey of 30 risk-arbitrage desks, traders and analysts conducted this month. Companies in a broad range of sectors emerged from the poll, reflecting how suitors are casting a wider net as the global economy gains momentum. French biotech Abivax SA , whose shares surged more than 1,600% in 2025 due to its takeover potential and promising drug trial results, received five votes. BP Plc , Delivery Hero SE , EasyJet Plc and Great Portland Estates Plc each got four mentions. Respondents said the environment for mergers and acquisitions is becoming more fertile globally. The value of proposed deals worldwide have topped $63 billion through Jan. 23 this year, more than three times the amount recorded during the same period in 2025, according to data compiled by Bloomberg. “We’re in the early innings of M&A deal-volume picking up, and while prior years have been more sector-specific, the outlook seems set up for a very healthy broad-based, cross-sector, global M&A outlook,” said Joseph Rotter , head of the principal strategies group at Neuberger Berman. “The current US administration is pro-deals — a prior headwind that could become a tailwind.” Representatives for Glencore, Abivax and Delivery Hero declined to comment. A spokesperson for EasyJet said the firm was confident in its strategy and focused “on delivering on our ambitious mid-term targets.” Bloomberg also reached out to BP and Great Portland for comment. Talks between Rio Tinto and Glencore are said to be the most serious they’ve ever been after a deal has proven elusive for decades. Glencore boss Gary Nagle has called it the most obvious tie-up in mining, where a copper dealmaking wave has already seen t...

upthebanner/iStock via Getty Images Investment Thesis Empire State Realty OP LP ( ESBA ) might look cheap, with a Price/FFO at the lower bound of the REIT sector's range. However, looking closer, there are signs of structural issues that justify its price discount. The dividend yield is small out of necessity, not management's choice. But before we discuss the partnership's valuation, we need to address the organizational structure. Organisation and Partnership Structure Let's start from the top. Empire State Realty Trust, Inc ( ESRT ) is a REIT that owns 61% of ESBA (ESRT holds ~170 million Series PR units). Both organizations are structured so that ESRT common shares are economically equivalent to ESBA units (emphasis on structured). Unless otherwise noted, ESBA refers to the partnership regardless of the unit class. Whether to invest in ESRT or ESBA rests almost entirely on the investors' preference. The complicated tax dynamics of partnerships alienate more investors; thus, corporations often trade at a small premium to partnerships. ESBA is no exception. Below is a comparison between ESRT and ESBA shares, showing that, mostly, ESBA trades at a discount to ESRT. Data by YCharts Why do ESRT and ESBA have the same price? The fact that ESBA units are exchangeable to ESRT common shares might explain why they track each other, but not why they have the same price. Here's why. ESRT's main asset is its 179 million ESBA units. If, just for the sake of this argument, we assume that ESRT had 1.79 billion common shares outstanding, then each ESRT has a claim over a tenth of an ESBA unit; thus, ESRT would trade to mirror this valuation. The reason ESRT's share price is equal to ESBA unit price is that the number of ESRT's common shares outstanding is equal to the number of partnership units it holds. Thus, each common share has a claim over one of the ESBA units the company holds. The bottom line is: ESRT doesn't track ESBA because they're economically equivalent by nature,...

格隆汇1月27日｜有投资者在互动平台向微导纳米提问：公司目前在异质结电池和太空光伏方面是否会有布局，技术的发展趋势是否有布局和跟进？ 微导纳米回复称，公司作为高效光伏电池技术与设备的领军者之一，客户覆盖国内一线主流电池片厂商。目前产品涵盖ALD、CVD和炉管等设备，全面覆盖PERC、TOPCon、异质结（HJT）、XBC、钙钛矿/钙钛矿叠层电池等技术路线。其中，在钙钛矿领域，公司已覆盖了传统晶硅叠钙钛矿路线、大面积玻璃基底钙钛矿路线和纯柔性钙钛矿三个主要技术路线，相关设备已获得多家客户认可并实现产业化应用。但产业整体尚处于市场培育阶段，公司相关产品也还处于市场推广时期，相关订单和收入占公司整体订单和收入比例很小，短期内对公司收入贡献不大。未来，公司将继续深耕光伏电池技术的研发与产业化，持续为客户提供多样化的解决方案，以满足于客户各类新兴应用领域的需求。

江湖上总是有新鲜事。最近有朋友致电我咨询，说是现在市场上有“全航线、全舱位、含税价八折”的秘密出票通道。 这倒激起了我的好奇心——“提直降代”做了这么多年，机票代理行业早已经利润微薄如纸，代理人已经苦于航司返点极低多年。在这个时候，所谓的「八折出票」真的行得通吗？怎么都听起来好过头了。 笔者以身入局，简单和上游聊了聊具体的模式。听完叙述以后，笔者觉得「八折出票」与其说是一个无法拒绝的商业神话，更像是一个以“高额预存、超低折扣、私密交易”为特征的新型分销骗局。各位代理朋友，实在要多加小心啊。 这种「八折出票」通常始于微信群或行业论坛里的一句话。操盘手以“渠道商”自居，声称有「机票团购」，能够按含税总价的 80% 结算出票。为了能够加入这个团购，有意者需要预充值一笔「团购费」，一般是200张到300张机票（按国内机票平均一张1000元计算，约为20万）；如果涉及国际机票，价格会更高。 缴纳「团购费」以后，就可以出票了。出票的形式类似于「慢充话费」——把航班信息、旅客信息通过微信发给上游之后，隔大概24小时左右，上游将票出好返回。 这件事情当中最诡异的是，涉及如此大额资金的商业合作，却没有任何正式的公对公合同、没有盖章的文件、没有合规的 GDS（全球分销系统）配置：所有的沟通、报价、出票指令，全部通过微信等即时通讯软件单线联系。 当然，对于这种“见不得光”的操作模式，操盘手当然也有成熟的话术：“灰色渠道”、“内部团购”这样的用语，自然不会少。同时，机票销售行业本身确实很复杂——除了标准的GDS开票以外，还有切位、补贴等多种影响最终实付票价的因素。例如，很多政府补贴航线的形式，是政府补贴给切位代理人出票；市场上也的确有切位代理人为了走量，选择低价放出一些航线的机票。 这种机票销售本身的复杂性和“内部渠道”特有的神秘感，让急于求成的代理人放松了警惕。 当然，无论市场再怎么复杂，八折机票也是赚不到钱的——除非羊毛出在猪身上。最典型的猪，就是洗钱。在许多“八折机票”的背后，隐藏着电信诈骗或网络赌博集团的魅影——这些犯罪团伙手中持有大量急需洗白的“黑钱”或盗刷来的信用卡信息。他们并不在乎机票本身是亏是赚，他们唯一的目的是将手中的脏钱变成合法的收入。 在这种逻辑下，下游代理人支付的购票款，是干净的“白钱”。而犯罪团伙则利用手中的黑钱，全价购买机票给代理人的客户出行。中间那 20% 的...

格隆汇1月27日丨豫光金铅(600531.SH)公告称，公司股票价格短期涨幅较大，连续五个交易日公司股票价格涨幅累计达到45.01%，存在交易风险。近期公司产品白银价格出现较大涨幅，未来白银价格能否继续上涨或维持高位存在不确定性。公司经营情况未发生重大变化，敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。

格隆汇1月27日丨国家发展改革委、民政部、财政部发布关于进一步完善殡葬服务收费政策的通知。其中提到，安葬服务基础项目包括生态安葬、政府举办的殡葬服务机构提供的骨灰格位安葬。各地对树葬等不保留骨灰和土葬区遗体深埋不留坟头等生态安葬按规定给予适当奖补，因安葬成本过高确需收费的，可适当收取生态安葬费。以墓穴形式安葬骨灰或遗体的，可收取墓位使用费和维护管理费；以格位形式安葬骨灰的，可收取格位使用费和维护管理费。其中，墓位使用费为墓穴租用、墓碑等建筑工料、安葬服务等发生的费用；格位使用费为格位租用、建筑工料等相关费用；维护管理费为日常维护、清扫、修补、管理等发生的费用。除上述收费外，殡葬服务机构不得收取其他与安葬相关的费用。

Cerity Partners LLC lowered its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 0.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,800,700 shares of the iPhone maker's stock after selling 49,987 shares during the quarter. Apple accounts for 3.6% of Cerity Partners LLC's investment portfolio, making the stock its 2nd largest holding. Cerity Partners LLC owned 0.06% of Apple worth $2,223,163,000 as of its most recent filing with the Securities and Exchange Commission. Other large investors have also bought and sold shares of the company. Vanguard Group Inc. increased its stake in Apple by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker's stock valued at $290,506,933,000 after buying an additional 15,141,995 shares during the last quarter. State Street Corp grew its holdings in shares of Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock valued at $123,358,461,000 after acquiring an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC increased its position in shares of Apple by 1.4% during the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock valued at $72,506,336,000 after acquiring an additional 4,942,638 shares during the last quarter. Kingstone Capital Partners Texas LLC lifted its holdings in Apple by 573,627.2% during the second quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker's stock worth $39,065,374,000 after acquiring an additional 205,656,808 shares during the period. Finally, Norges Bank purchased a new position in Apple in the second quarter worth $38,942,255,000. 67.73% of the stock is currently owned by institutional investors. Get Apple alerts: Sign Up Wall Street Analysts Forecast Growth Several equities research anal...

格隆汇1月27日｜欧洲央行的研究发现，如果一个相对可控的价格冲击波及到紧密联系的企业网络，就可能引发大规模通胀事件。欧洲央行经济学家安东·纳科夫和巴塞罗那国际经济研究中心研究员米歇尔·加西布在周二发布于欧洲央行官网的文章中写道，这是因为冲击会通过供应链产生连锁反应（一家企业的产出成本即是另一家企业的投入成本）。他们指出，当冲击较大时，这种连锁反应会呈不成比例地扩大。重大干扰（如生产率大幅下降或全球大宗商品价格持续跃升）可能会波及整个经济领域。这一发现有助于解释为何俄乌冲突导致能源成本飙升后，欧元区通胀率攀升至10%以上。欧洲央行官员当时低估了对物价的影响。

South Korea’s predicament illustrates how Donald Trump is reshaping the world among key allies, both geopolitically and financially. The US president is threatening to increase tariffs on goods from South Korea because of what he says is a failure of its lawmakers to codify the trade deal reached last year. It’s true South Korea’s legislature has struggled to quickly pass a bill related to the agreement. But this is no small task. Back in July, Seoul pledged to invest a total of $350 billion in the US in order to placate Trump. The prospect of such massive outflows has prompted Korean retail investors to pour funds into US stocks and bonds as they worried about spiraling losses in the local currency. This fear has become self-fulfilling, with the won sinking toward levels not seen since the Global Financial Crisis in 2007-2009 or the Asian collapse a decade earlier. Last week, Bloomberg News reported that Korea would hold off on its pledge to invest as much as $20 billion in the US this year because of the pressure on its currency. Yet Trump is having none of it. “South Korea’s Legislature is not living up to its Deal with the United States,” Trump said in a social media post . “In each of these Deals, we have acted swiftly to reduce our TARIFFS in line with the Transaction agreed to. We, of course, expect our Trading Partners to do the same.” So pressure is on Seoul to extricate itself from this almost impossible situation, or face tariffs of 25% (and still owe the US $350 billion in investments — and have a tumbling currency). At the same time, despite being lauded as a model ally by the US for raising its defense spending to 3.5% of gross domestic product, the Trump administration is signaling it will reduce military support for South Korea aimed at deterring its hostile neighbor North Korea from aggression. There are currently about 28,500 American troops in the country. In response, North Korea on Tuesday fired a volley of ballistic missiles off its east coast....

新修订的《中华人民共和国药品管理法实施条例》今天公布。国家药监局表示，这是条例实施二十多年来，首次全面修订。 条例重点修订了哪些内容？对我国医药产业将产生哪些影响？将给公众带来哪些利好？总台记者独家专访国家药监局相关负责人，进行权威解读。 国家药监局政策法规司司长张琪介绍，《药品管理法实施条例》是《药品管理法》的重要配套行政法规。现行条例是2002年公布施行，曾有3次对个别条款进行修改，这次修订是条例施行23年来的首次全面修订。 据介绍，与23年前相比，我国药品研制、生产、流通、使用各环节都发生巨大变化，法律法规制度也需要顺应变化，修订完善。 据了解，现行条例于2002年公布施行，包括药品生产企业管理、药品经营企业管理、医疗机构的药剂管理、药品管理、药品包装的管理、药品价格和广告的管理、药品监督和法律责任等方面内容。 张琪表示，2019年《药品管理法实施条例》的上位法《药品管理法》全面修订，这次对条例全面修订，修改的条款达到90%以上，除了第一条以《药品管理法》作为立法依据的条款没有修改外，其余条款均有调整或者修改。 据了解，我国2015年启动药品审评审批制度改革，2019年全面修订《药品管理法》，引入药品上市许可持有人制度，鼓励创新、加强药品全生命周期监管。 张琪表示，这次条例修订细化《药品管理法》的制度措施，将近年来药品监管改革中成熟的经验上升为法规，现行条例以对药品生产经营企业的管理为中心，修订后转变为以药品上市许可持有人为中心，落实持有人主体责任，强化药品全生命周期全过程严格监管。 国家药监局药品注册管理司副司长蓝恭涛介绍，此次条例修订，明确支持以临床价值为导向，研究和创制新药，并首次引入了儿童用药品、罕见病药品市场独占期制度，推动药物研发，更好地服务患者临床用药需求。 国家药监局药品监督管理司司长李江宁表示，条例更加强调严的监管，同时也更加关注人民群众有药可用和方便获取，进一步细化了对药品委托生产、药品网络销售和中药材种植以及中药饮片生产监管的具体要求。 鼓励药物研发创新 四条加快上市通道写入法条 23年来首次全面修订，与此前的三次“小修小补”不一样。记者注意到，鼓励创新，是这次修订的一个突出特点。支持以临床价值为导向研究和创制新药，提升仿制药质量和疗效，明确写进新修订条例的总则。 张琪介绍，在制度设计方面，条例明确规定了药品上市的快速审评通道，加快新药好...

TLDR Microsoft launched its second-generation AI chip, Maia 200, built on TSMC’s 3nm process for AI inference workloads in Azure data centers The chip delivers over 10 petaFLOPS in 4-bit precision with 216GB of HBM3e memory and will run OpenAI’s GPT-5.2 models Nvidia stock showed minimal reaction to the announcement, trading down just 0.64% as investors assess long-term competitive threats Microsoft joins Google and Amazon in developing custom AI chips to reduce costs and supply chain dependence on external vendors The move doesn’t replace Nvidia chips but gives Big Tech companies more control over expenses and flexibility for specific workloads 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Microsoft rolled out its Maia 200 AI chip last week. The launch represents the company’s second try at building custom silicon for artificial intelligence tasks. BREAKING: Microsoft just dropped a chip that could END Nvidia's $4 trillion monopoly. 󠁯 it's already running GPT-5.2 in production. the real story (that everyone's missing) → Nvidia controls 95% of AI chips. → margins? 70%+. → lead? Untouchable. → moat? Software lock-in… pic.twitter.com/v7ohQwDm1l — Shruti (@heyshrutimishra) January 26, 2026 The chip went live inside Microsoft’s Iowa datacenter. Other regions will get access later this year. Maia 200 runs on TSMC’s 3nm manufacturing process. The design focuses on inference work, which is the process of getting answers from trained AI models. Microsoft Corporation, MSFT Microsoft built the chip to power Copilot and AI services sold through Azure. OpenAI’s GPT-5.2 models will also run on the new hardware. The specs include 216GB of HBM3e memory and 272MB of on-chip SRAM. Microsoft claims the chip pushes over 10 petaFLOPS in 4-bit precision and more than 5 petaFLOPS at 8-bit performance. All of this fits inside a 750W power envelope. Microsoft sa...

格隆汇1月27日｜电投产融(000958.SZ)发布2025年度业绩预告，预计归属于上市公司股东的净利润为30亿元-35亿元，比上年同期（重组前）上升187.37%-235.26%。业绩变动主要系公司完成重大资产重组，电投核能正式纳入2025年度合并报表范围，导致经营业绩大幅增加。

格隆汇1月27日｜德意志银行：预计第二季度铜价将触及每吨13,000美元的峰值，随后自下半年起价格将有所回落，因为多家主要矿山的产量可能开始回升。

The FTSE 100 (^FTSE) and European stocks were higher by the afternoon on Tuesday, while US stocks saw mixed trade after the opening bell on Wall Street as insurance stocks dragged down the Dow (^DJI). UnitedHealth's (UNH) shares plunged more than 15% after it posted a narrow quarterly profit beat. It was dragged lower alongside peers after the Trump administration proposal for Medicare payment rates next year failed to deliver the hike expected by Wall Street. Meanwhile, the S&P 500 (^GSPC) is eyed a fresh record highs as upbeat news from memory chipmakers helped lift optimism for tech on the eve of key megacap earnings reports. "Magnificent Seven" members Meta (META), Microsoft (MSFT), and Tesla (TSLA) are set to release results on Wednesday, followed by Apple (AAPL) on Thursday. Traders are also digesting a landmark trade deal between India and the EU after nearly two decades of on-off talks. "We have concluded the mother of all deals," European Commission President Ursula von der Leyen posted on X. “We have created a free trade zone of two billion people, with both sides set to benefit.” The European Commission said the deal was expected to double EU goods exports to India by 2032 by eliminating or reducing tariffs on 96.6% of EU goods exports to India. Products on the list include wine, chocolates and pasta, alongside a range of industrial goods and cars. EU will eliminate or reduce tariffs on 99.5% of goods imported from India over seven years, India’s Ministry of Commerce and Industry said. The deal is notable as trade turmoil has rocked major economies over the last year amid president Donald Trump's US trade shake-up. Delhi is still grappling with 50% tariffs imposed by President Donald Trump last year. Trump also threatened to increase tariffs on EU imports last week amid his bid to control Greenland. Market movers

Key Points Dividend stocks have a knack for handily outperforming non-payers over multidecade periods. One of Wall Street's truly special dividend stocks has increased its payout to shareholders more than 130 times since going public in 1994. Meanwhile, another under-the-radar income dynamo has been increasing its dividend annually since the mid-1950s. 10 stocks we like better than Realty Income › With thousands of publicly traded stocks and exchange-traded funds to choose from, there is no shortage of ways to build wealth on Wall Street. But among the countless stock market strategies to grow your wealth, few are as consistently profitable as buying and holding high-quality dividend stocks. Companies that pay a regular dividend often check all the appropriate boxes. They're almost always profitable on a recurring basis, have demonstrated they can navigate their way through economic downturns, and are capable of providing investors with transparent long-term growth forecasts. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » What investors tend to appreciate most about income stocks is their long-term outperformance. In "The Power of Dividends: Past, Present, and Future," the analysts at Hartford Funds, in collaboration with Ned Davis Research, compared the performance and volatility of dividend stocks to non-payers spanning 51 years (1973-2024). On average, dividend payers more than doubled the annualized return of the non-payers (9.2% vs. 4.31) -- and they did so with far less volatility. However, not all dividend stocks are created equally. While investors typically focus on the almighty yield, other variables come into play, including the sustainability of the payout and the outlook for the underlying company, among other factors. But a small group of dividend stocks -- some of which are completely off investors' radar -- are a cut above the re...

First Merchants Corp lowered its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 3.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 206,737 shares of the iPhone maker's stock after selling 7,989 shares during the period. Apple makes up approximately 2.0% of First Merchants Corp's investment portfolio, making the stock its 9th biggest position. First Merchants Corp's holdings in Apple were worth $52,641,000 as of its most recent SEC filing. Several other large investors also recently added to or reduced their stakes in AAPL. First National Bank of Hutchinson raised its position in Apple by 24.6% in the 4th quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock worth $8,845,000 after purchasing an additional 6,982 shares during the period. Eagle Capital Management LLC grew its stake in shares of Apple by 0.5% during the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock valued at $13,544,000 after buying an additional 272 shares during the last quarter. Brighton Jones LLC raised its holdings in shares of Apple by 14.8% in the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock worth $134,554,000 after buying an additional 69,207 shares during the period. Revolve Wealth Partners LLC raised its holdings in shares of Apple by 4.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock worth $16,742,000 after buying an additional 2,695 shares during the period. Finally, Highview Capital Management LLC DE lifted its stake in shares of Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock worth $12,587,000 after acquiring an additional 1,155 shares during the last quarter. 67.73% of the stock is owned by institutional investors. ...

Dynasty Wealth Management LLC bought a new position in Alphabet Inc. (NASDAQ:GOOG - Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 26,677 shares of the information services provider's stock, valued at approximately $6,497,000. Other hedge funds also recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in Alphabet by 1.3% during the second quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider's stock worth $73,927,821,000 after acquiring an additional 5,182,111 shares during the period. State Street Corp lifted its holdings in Alphabet by 1.3% in the 2nd quarter. State Street Corp now owns 188,914,125 shares of the information services provider's stock valued at $33,511,477,000 after acquiring an additional 2,428,266 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of Alphabet by 0.4% during the 2nd quarter. Geode Capital Management LLC now owns 107,760,033 shares of the information services provider's stock valued at $19,022,926,000 after purchasing an additional 441,177 shares in the last quarter. Sanders Capital LLC grew its stake in shares of Alphabet by 6.4% in the 2nd quarter. Sanders Capital LLC now owns 35,357,943 shares of the information services provider's stock worth $6,272,146,000 after purchasing an additional 2,117,990 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its stake in shares of Alphabet by 2.3% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 31,503,035 shares of the information services provider's stock worth $5,588,323,000 after purchasing an additional 695,736 shares during the last quarter. 27.26% of the stock is currently owned by institutional investors and hedge funds. Get Alphabet alerts: Sign Up Analyst Upgrades and Downgrades A number of analysts recent...

Childress Capital Advisors LLC grew its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 7.0% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 58,119 shares of the iPhone maker's stock after purchasing an additional 3,787 shares during the quarter. Apple makes up approximately 2.7% of Childress Capital Advisors LLC's holdings, making the stock its 7th biggest position. Childress Capital Advisors LLC's holdings in Apple were worth $14,799,000 at the end of the most recent quarter. A number of other institutional investors and hedge funds also recently made changes to their positions in the business. First National Bank of Hutchinson grew its holdings in Apple by 24.6% during the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock valued at $8,845,000 after purchasing an additional 6,982 shares during the period. Eagle Capital Management LLC lifted its position in shares of Apple by 0.5% during the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock valued at $13,544,000 after buying an additional 272 shares in the last quarter. Brighton Jones LLC lifted its position in shares of Apple by 14.8% during the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock valued at $134,554,000 after buying an additional 69,207 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Apple by 4.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock worth $16,742,000 after acquiring an additional 2,695 shares in the last quarter. Finally, Highview Capital Management LLC DE increased its holdings in Apple by 2.4% in the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock worth $12,587,000 after acquiring an additional 1,155 shares in the last quarter. Hedge funds and...

石油基金LOF公告，近期，华安基金管理有限公司旗下华安标普全球石油指数证券投资基金在二级市场的交易价格出现较大幅度溢价，交易价格偏离前一估值日的基金份额净值。特此提示投资者关注二级市场交易价格溢价风险，投资者如果盲目投资，可能遭受重大损失。若本基金1月28日二级市场交易价格溢价幅度未有效回落，本基金有权通过向深圳证券交易所申请盘中临时停牌、延长停牌时间的方式，向市场警示风险，具体以届时公告为准。

Index Fund Advisors Inc. increased its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 55.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 23,870 shares of the iPhone maker's stock after purchasing an additional 8,515 shares during the period. Apple makes up approximately 0.3% of Index Fund Advisors Inc.'s portfolio, making the stock its 22nd largest position. Index Fund Advisors Inc.'s holdings in Apple were worth $6,078,000 at the end of the most recent quarter. A number of other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in Apple by 1.1% during the second quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker's stock worth $290,506,933,000 after acquiring an additional 15,141,995 shares during the period. State Street Corp lifted its holdings in Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock valued at $123,358,461,000 after acquiring an additional 5,224,229 shares during the period. Geode Capital Management LLC boosted its position in shares of Apple by 1.4% during the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock worth $72,506,336,000 after purchasing an additional 4,942,638 shares in the last quarter. Kingstone Capital Partners Texas LLC grew its stake in shares of Apple by 573,627.2% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker's stock worth $39,065,374,000 after purchasing an additional 205,656,808 shares during the period. Finally, Norges Bank acquired a new position in shares of Apple during the 2nd quarter worth $38,942,255,000. Institutional investors and hedge funds own 67.73% of the company's stock. Get Apple alerts: Sign Up Wall Street Analyst Weigh In A number of analysts r...

百度已将其两款面向消费者的应用业务合并为一个专注于人工智能的新部门。（新浪财经）

摘要： 腾讯元宝宣布将发放10亿现金红包，百度紧跟其后扔出5亿元。更早之前，字节旗下火山引擎成为央视春晚独家AI云合作伙伴，互联网公司的春节营销战火再次燃起。 1月26日下午，腾讯召开了一年一度的员工大会，往年这个活动上马化腾都会点评自家业务。今年他一口气回顾了过去好几年，提到了前几年腾讯“聚焦主业、降本增效、减脂增肌”取得了不错的成效。话锋一转，他说现在的腾讯，最值得投入的还是AI。 就在一天前，元宝刚刚官宣要在春节派发10亿红包，马化腾更是直言，希望这次春节红包活动能够“重现11年前微信红包的时刻”，虽然马化腾的本意是说让人们体验“抢红包”的快乐。但互联网人士还是联想到了“战役”，特别是在春节这样一个举家欢庆的场景，曾经是无数互联网产品上岸第一站。 2015年春节，腾讯通过微信“摇一摇”向全民发放5亿现金红包，这一举动被称为微信支付的“诺曼底登陆”。这场战役在短短2天内成功绑定2亿张银行卡，彻底改写了中国移动支付格局。 就在腾讯官宣入场的同一天，百度推出5亿元现金红包活动，更早之前，火山引擎已宣布冠名央视春晚，成为独家AI云合作伙伴。 凤凰网科技了解到，千问等也在筹备适合春节场景的功能，首批内测的“任务助理”可以实现AI打电话订餐厅。 多家具身智能公司已经蓄势待发，有相关从业者向凤凰网科技坦言，“现在是最紧张的时刻了，成败在此一举”。 今年的春节营销战役，到底能在多大程度上推进AI、机器人等硬科技的普及？这些登上春晚的科技新秀们，又将开启什么新篇章？ 腾讯先拿出10亿，撒钱大战又回来了 春节营销，这一互联网行业的年度大战已走过整整十年。 回顾2015年，腾讯以5300万元成为央视春晚合作伙伴，并在除夕夜祭出“摇一摇”红包互动，狂甩5亿元现金。 在此之前，春晚更多是一场单纯的文艺盛宴，观众只是相对“被动地”观看节目。微信红包的出现，打破了这种传统模式，将观众与春晚紧密联系在一起。 这一创举也让互联网大厂看到了春晚背后巨大的流量价值和商业潜力。 阿里巴巴紧随其后，2016年以2.69亿元成为央视春晚独家互动合作伙伴。在2017年和2018年，阿里巴巴更是连续两年蝉联春晚“标王”。 支付宝的“集五福”活动成为春节期间全民参与的热门活动，吸引了海量用户体验，极大提升了支付宝用户活跃度和粘性。 2019年，百度在春节红包活动中投入19亿元，收获上亿新增用户，春节期间APP...

Advancing Industrial Automation with AMD AMD Watch the Webinar Introduction https://www.eettaiwan.com/tektronix-enroll/?utm_source=EETT&utm_medium=site&utm_campaign=index Industrial automation is key to achieving higher productivity at lower non-conformance cost. This translates to demand for higher performance, lower latency, converged connectivity, and calculable reliability at the edge. In this webinar, we’ll explore how AMD embedded processors, ranging from leadership-class Ryzen™ Embedded 9000 Series devices to cutting-edge FPGAs and adaptive SoCs, empower next-generation automation systems. You’ll learn how the newest AMD embedded technologies with integrated CPU, GPU, and NPU features, combine with adaptive devices to deliver real-time application processing, multi-sensor machine vision, AI-driven quality inspection, and deterministic control for smart automation , and robotics. We’ll also share the latest strategies for balancing power consumption, thermal management, and long product lifecycles to help ensure your automation platform remains future-ready for the factory of tomorrow.

Breitling AG ’s chief executive officer expects the US to cut tariffs on Swiss watches, underscoring his bullishness on the private equity-backed firm’s biggest market even as Washington keeps the industry guessing. “I am confident that we will solve the issue of 15% and that it will go lower,” Georges Kern said in an interview Monday at Breitling’s office in Zurich. The watch industry was jolted in July when President Donald Trump imposed tariffs of as much as 39% on imports from Switzerland — the highest rate applied to any developed economy. Watchmakers including Breitling, Swatch Group AG and Cartier-owner Richemont faced a major margin hit, and though the duties were later retroactively reduced to 15%, that is still well above historical levels. Kern has regularly argued the levy makes no sense given Swiss watchmakers do not compete with domestic production and that US consumers buy the products because they are made in Switzerland. “There is no American watch industry — we’re not taking away any jobs in the US,” Kern said, adding that Breitling raised prices 4% due to the levy. “I wish I could decrease prices as soon as the tariff will go down.” His comments come after Trump laid bare the chaotic nature of tariff talks. The president said at the World Economic Forum in Davos last week he set the original 39% levy because former Swiss President Karin Keller-Sutter “rubbed me the wrong way” during a phone call. “I reduced it because I don’t want to hurt people,” Trump said, before throwing in a typical warning. “That doesn’t mean it’s not going up.” Still, Kern said he remains upbeat. He pointed to recent comments by Keller-Sutter’s successor, Guy Parmelin, suggesting negotiations with the Trump administration are continuing behind the scenes to lower the tariff. Read More: Swiss Billionaires Pivotal in Wooing Trump Ahead of Tariff Deal Speaking to the Neue Zuercher Zeitung newspaper, Parmelin also said post-tariff data showed the US now enjoys a trade surplus w...

中国人民银行统计，2025年四季度末，人民币普惠小微贷款1余额36.57万亿元，同比增长11.1%，增速比各项贷款高4.7个百分点，全年增加3.63万亿元。单户授信小于500万元的农户经营性贷款余额9.81万亿元，全年增加2414亿元。助学贷款余额3725亿元，同比增长32.5%。

NicoElNino/iStock via Getty Images By Jan Frederik Slijkerman , Senior Sector Strategist, TMT 2% revenue growth does not suggest plain sailing for telcos The waters look calm in the telecom space. However, companies need to work hard to maintain their top-line growth, especially in markets with many operators. We see competition coming from new satellite services and new fibre operators, often competing on price. Also, in the business segment, we continue to see the impact of over-the-top services, like Teams and WhatsApp. Telecom companies have to step up their game to bring competitive packages to small and medium-sized businesses. KPN ( KKPNY ) offers a good example of a company that has renewed its SME offers. Our expectation for 2% top-line growth, therefore, comes from the sale of new services, like bigger bundles, higher speeds, or low-latency gaming packages, but also from some price increases. However, revenues will be held back by discounts to new customers and price pressures in the value segment. Furthermore, we expect Average Revenue Per User (ARPU) to remain relatively low in markets such as Italy and Spain. There is also a risk of lower ARPU in Belgium coming from the new entrant, Digi. A few companies, such as Altice France, will find it hard to maintain profitability, lowering the overall outlook. This profitability challenge for some operators is partly driven by a regulatory framework that fosters intense competition in certain countries, in our view. Expect 2% revenue growth Source: Companies, ING EBITDA to grow faster than revenues as costs can be cut Manual switchboards are long gone, and automation has steadily reduced operating costs for telecom operators ever since. We expect this trend to continue in 2026. Be it through the copper switch-off, network automation, or a more efficient customer service with the use of AI. Companies such as Telefonica ( TEF ) and BT ( BTGOF ) have announced reorganisation programmes, while Telia is working on on...