格隆汇1月27日｜彼得森国际经济研究所周二发布了一项研究，该研究审视了去年欧盟、日本、韩国、沙特和阿联酋等作出的总计超过5万亿美元的投资承诺。研究人员表示：“这些承诺有多现实？简而言之，它们笼罩在不确定性之中。”研究人员写道：“承诺的金额很大，但时间跨度不一，且用于衡量与核查承诺的指标普遍模糊。”例如，欧盟承诺在美国投资6000亿美元，但并不具有法律约束力。

Manchester United's Patrick Dorgu is likely to be out for a number of weeks after injuring his hamstring during Sunday's 3-2 win at Arsenal. The 21-year-old, who lashed in United's second goal from the edge of the box, limped off in the closing stages of the match with what interim head coach Michael Carrick hoped was cramp. It is more significant than that but sources say the Denmark international is still being assessed and the timescale for his absence is not clear. The in-form Dorgu, who joined United as a wing-back from Italian club Lecce 12 months ago, has excelled in an advanced left-sided attacking role under Carrick, and also scored in the previous win over Manchester City. United have eight Premier League games before the March international break, when Dorgu is expected to be involved for Denmark in the World Cup play-offs. Dorgu's absence could lead to a greater role for Matheus Cunha, who has started United's past two games on the substitutes' bench but scored the winner against Arsenal.

Key Points You're allowed to work while receiving benefits from Social Security. Depending on your age, earning too much money could result in having some benefits withheld. The wages you earn could also lead to larger Social Security benefits in the future. The $23,760 Social Security bonus most retirees completely overlook › By the time a lot of people are ready to start collecting Social Security, they've made the decision that they're done being a part of the workforce. But sometimes, things change. You may retire and manage OK for a few years only to realize money is tight. And if so, you may decide to go back to work after claiming Social Security. 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 » The good news is that working while receiving Social Security benefits is absolutely allowed. But you should know that while doing so could lead to larger monthly checks in the future, it could also lead to withheld benefits in the near term. Why your benefits might increase Social Security's benefits formula takes your 35 highest-paid years of earnings into account when calculating the monthly payments you're eligible for. But if you don't have a full 35-year work history, you'll have a $0 factored into that formula for each year you're missing an income. If you work after signing up for Social Security, those wages will count toward your earnings history, and they could replace one or more years of zero income. So once the Social Security Administration is able to recalculate your benefits based on your newly earned wages, your monthly payments could increase. Why your benefits might decrease temporarily In some cases, working while receiving Social Security could cause you to lose out on benefits in the near term. You run this risk if you have not yet reached your full retirement age for Social Security, which is 67 if you were born in 1960 or la...

(RTTNews) - Applied Industrial Technologies (AIT) adjusted fiscal 2026 EPS guidance to a range of $10.45 to $10.75, from prior guidance range of $10.10 to $10.85 following first half performance. Updated guidance now assumes sales growth of 5.5% to 7.0%, updated from prior range of up 4.0% to 7.0%, including up 2.5% to 4.0% on an organic basis revised from prior range of up 1.0% to 4.0%. For the second quarter, the company's bottom line totaled $95.34 million, or $2.51 per share. This compares with $93.29 million, or $2.39 per share, last year. Sales rose 8.4% to $1.163 billion from $1.073 billion last year. Sales increased 2.2% on an organic basis. Applied Industrial Technologies also announced the acquisition of Thompson Industrial Supply Inc. Based in Los Angeles, CA, Thompson is a provider of industrial bearings, power transmission, hydraulics, pneumatics, linear motion, and lightweight belting products and related service solutions. The company also announced that its Board of Directors approved an 11% increase in the quarterly cash dividend to $0.51 per common share, payable on February 27, 2026, to shareholders of record on February 13, 2026. In pre-market trading on NYSE, Applied Industrial shares are down 0.15 percent to $281.12. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

General Motors expects profits to grow as much as $2 billion this year and the automaker said it authorized $6 billion in share buybacks and an increase in its quarterly dividend by 3 cents to 18 cents a share, fueled by demand for its highest margin vehicles. Craig Trudell reports on Bloomberg Television. (Source: Bloomberg)

(RTTNews) - Community Financial System, Inc. (CBU) announced a profit for its fourth quarter that Increases, from the same period last year The company's bottom line came in at $54.42 million, or $1.03 per share. This compares with $49.79 million, or $0.94 per share, last year. Excluding items, Community Financial System, Inc. reported adjusted earnings of $59.55 million or $1.12 per share for the period. The company's revenue for the period rose 9.8% to $215.45 million from $196.29 million last year. Community Financial System, Inc. earnings at a glance (GAAP) : -Earnings: $54.42 Mln. vs. $49.79 Mln. last year. -EPS: $1.03 vs. $0.94 last year. -Revenue: $215.45 Mln vs. $196.29 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

I going to make a greatest artwork as I can, by my head, my hand and by my mind./iStock via Getty Images Investors, In the fourth quarter of 2025, Deep Sail Capital Partners (the "Fund") returned 14.2% net of fees while averaging 84% net long exposure. For the full year 2025 the fund has returned 34.8% net of fees while averaging 82% net long exposure. Please consult your individual capital account statements for your individual net returns. In the fourth quarter, the fund outperformed both of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index. This capped a second consecutive year of significant relative performance. For the full year 2025, the fund exceeded both benchmarks by more than 10%, following a similarly strong year in 2024. Deep Sail Capital returned 38% in 2024 and 34.8% in 2025, results I am proud of but do not take for granted. Equally important to the funds performance, these two years reinforced invaluable lessons around disciplined risk management, portfolio construction, timing, and navigating markets amid persistent political and macroeconomic uncertainty. I believe this combination of strong performance and continuous learning has meaningfully strengthened our investment process going forward. In the fourth quarter both the long portfolio and the short portfolio positively contributed to the performance. The long portfolio was driven in large part by a few positions with significant outperformance. The short portfolio has come under significant pressure multiple times in 2025, but finally in the fourth quarter the lowest-quality, longest-duration equities we have been short finally took a significant leg down, as the bubble in these retail favorite names deflated. Market Commentary – Run it hot In our last few quarterly commentaries, I have continued to point out the negatives of the Trump-led economy and warn of future economic woes. This commentary is no different. It’s time to accept we are about to “RUN IT HOT.” ...

SARASOTA, Fla., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) reported financial results for the fourth quarter and full year ended December 31, 2025. Fourth quarter 2025 highlights Revenue increased 10% to $2.06 billion; acquisition contribution was +5% and organic revenue was +4% GAAP net earnings decreased 7% to $428 million; adjusted net earnings increased 8% to $561 million Adjusted EBITDA increased 10% to $818 million Operating cash flow increased 2% to $738 million; free cash flow increased 4% to $714 million GAAP DEPS decreased 7% to $3.97; adjusted DEPS increased 8% to $5.21 Repurchased 1.12 million shares for $500 million Full year 2025 highlights Revenue increased 12% to $7.90 billion; acquisition contribution was +7% and organic revenue was +5% GAAP net earnings decreased 1% to $1.54 billion; adjusted net earnings increased 9% to $2.16 billion Adjusted EBITDA increased 11% to $3.14 billion GAAP operating cash flow increased 6% to $2.54 billion; adjusted free cash flow increased 8% to $2.47 billion GAAP DEPS decreased 1% to $14.20; adjusted DEPS increased 9% to $20.00 "2025 was another clear demonstration of Roper’s durable long-term cash flow compounding model," said Neil Hunn, Roper Technologies’ President and CEO. "During the year, we delivered 12% total revenue growth, 11% EBITDA growth, and 8% free cash flow growth. Relative to our M&A strategy, we deployed $3.3 billion toward high-quality vertical software businesses, highlighted by CentralReach, Subsplash, and several bolt-on acquisitions. Additionally, we opportunistically repurchased 1.12 million shares for $500 million through our recently initiated share repurchase program." 2026 outlook and guidance "Roper enters 2026 with a fundamentally stronger foundation, following meaningful enhancements last year to our leadership talent, AI technical capabilities, capital deployment discipline, and operating model. Additionally, we remain focused on accelerating innovation and...

SK Hynix Soars On Microsoft Supply Deal Report; KOSPI Breaks Out, Shrugs Off Tariff Threat SK Hynix shares hit an all-time high in overnight trading in South Korea after a local media outlet reported that the semiconductor company, which specializes in memory chips, has become the sole supplier of advanced memory for Microsoft's new artificial intelligence chip. Also overnight, despite President Trump's tariff threat against South Korea for "not living up" to a trade deal cemented last year, the Korea Composite Stock Price Index surged above 5,000 for the first time. Business Korea reports that Hynix will exclusively supply high-bandwidth memory (HBM) for Microsoft's next-generation AI chip, the Maia 200. Here's additional color from the local outlet: According to industry sources on Jan. 27, SK Hynix is reported to supply its latest product, HBM3E (5th generation), to the Maia 200 AI accelerator that Microsoft unveiled on Jan. 26 (local time). Additionally, SK Hynix appears to be participating as the exclusive supplier for the product. The Maia 200, manufactured based on Taiwan's TSMC's 3-nanometer (nm; 1nm = 1 billionth of a meter) process, is characterized by enhanced efficiency in AI inference tasks. It uses 216 gigabyte (GB) HBM3E, with six units of SK Hynix's 12-layer HBM3E installed. Microsoft has already installed the chip in its Iowa data center in the United States and is expanding its applications by adding it to its Arizona data center as well. The report catapulted SK Hynix shares on the KOSPI nearly 9% higher on the session. The stock is now up 23% year to date and trading at record highs. A larger timeframe shows the trend is absolutely parabolic. Jung In Yun, chief executive officer at Fibonacci Asset Management Global, said the move higher in Hynix shares supports "dip buying and rising HBM earnings expectations." He added, "We will probably see SK Hynix earnings meeting expectations again." Another positive tailwind emerged after Citigroup analysts...

Hiroshi Watanabe/DigitalVision via Getty Images The BlackRock Utilities, Infrastructure & Power Opportunities Trust ( BUI ) is a closed-end fund designed to provide investors with global equity exposure to companies that participate in the power generation value chain. With growing demand for electricity to support large-scale data center development and industrial migration out of China, BUI may be an appealing investment strategy for those seeking diversified exposure. BUI can provide investors with current income with the goal of growing total returns. Why Invest in BUI Despite the run-up in utilities equities in recent years, I believe the growth story is far from over as investments in data center capacity continue to grow. I believe 2026 can be a big year for multifaceted investments for grid modernization, capacity expansion, and increased investments in transmission and distribution, benefiting companies held that are categorized as construction and engineering and electrical equipment, which accounted for nearly 20% of the portfolio as of June 2025 . Increased power demand may also bolster midstream operators held within the strategy, whether gas is utilized domestically or sold as LNG cargoes. TradingView One underlying growth catalyst that may take shape over the course of multiple years is the increased investment in US energy. As part of the US trade deals with the European Union , Japan , and Taiwan , hundreds of billions of dollars will be spent or invested for energy offtake and energy infrastructure, potentially driving substantial capital projects in the US that can drive growth across the market. Notably, though, a small proportion of the portfolio, namely construction and engineering services companies like Quanta Services ( PWR ), may experience an uplift in backlog for power transmission projects. I cannot speculate as to whether BUI’s portfolio management team will broaden this market segment within the portfolio; however, I believe the indust...

据海力士（000660.KS）1 月 27 日（周二）回应，此前有媒体报道该公司将在美国设立一家专注于人工智能投资的子公司，目前公司确有相关规划。 作为韩国芯片制造商、英伟达先进人工智能芯片的核心供应商，海力士在一份监管文件中表示，媒体报道发布后，公司正考虑多项举措，其中包括成立人工智能投资子公司。 韩国《每日经济新闻》此前报道称，海力士将设立美国子公司，该子公司将负责管理 SK 集团旗下子公司持有的海外人工智能相关资产，总资产规模达 10 万亿韩元（约合 69.2 亿美元），其中涵盖这些子公司在美国泰拉能源公司（TerraPower）所持的股份。 责任编辑：郭明煜

Recruitment firm SThree Plc said it’s emerging from the worst of a prolonged hiring downturn, with client confidence slowly improving and several key markets returning to growth. The company, which focuses on science, technology, engineering and mathematics roles, is seeing early signs of improvement, it said in a statement Tuesday. “We’re through the worst now,” Chief Executive Officer Timo Lehne said in an interview, adding that the outlook remains “carefully” optimistic. Shares rose as much as 6.6% in London. SThree returned to growth in markets including the US, Japan, Belgium and Spain, Lehne said, while larger European countries such as Germany and the Netherlands remain critical to a broader rebound. Demand remains weak for engineering-heavy roles, while hiring has picked up in more specialized technology positions. Germany, the company’s biggest market, is expected to benefit from fiscal stimulus measures, though Lehne cautioned that the impact will take time to feed through. “We think 2026 is the year where a good chunk of money should be invested,” he said. Lehne said improving confidence, rather than stimulus alone, will be key to unlocking hiring. “The certainty our clients need to invest and grow their businesses needs to come back.” Artificial intelligence is also contributing to slower decision-making, he added, as executives grapple with how the technology will reshape organizations. While AI isn’t yet displacing hiring plans, uncertainty over future operating models has led some companies to delay investment. “Many executive teams are still figuring out what the shape of their organization needs to look like,” Lehne said.

格隆汇1月27日｜乌克兰总统泽连斯基：乌克兰应在2027年前成为欧盟成员国，并希望获得成员国的支持。

格隆汇1月27日｜昆明市人民政府、云南滇中新区管委会1月27日与宁德时代新能源科技股份有限公司签署了三方战略合作协议，将主要围绕新能源电池、绿色能源、绿色交通、低空经济4个方面开展深入合作，在云南滇中新区规划建设锂电池绿色智造基地，计划2026年一季度开工。

(RTTNews) - While reporting financial results for the fourth quarter on Tuesday, consumer products firm Kimberly-Clark Corp. (KMB) initiated adjusted earnings per share and organic net sales growth guidance for the full-year 2026. For fiscal 2026, the company now projects adjusted EPS attributable to Kimberly-Clark to be flat on a constant-currency basis and adjusted EPS from continuing operations to grow double-digit on a constant-currency basis. Organic sales growth is expected to grow in line to ahead of the weighted average growth in the categories and countries it competes, which for the latest year grew at approximately two percent. On average, analysts polled expect the company to report earnings of $7.65 per share on sales growth of 3.54 percent to $17.04 billion for the year. Analysts' estimates usually exclude special items. Separately, the board of directors of Kimberly-Clark declared an increase in its regular quarterly dividend to $1.28 per share, up from $1.26 previously. The dividend is payable in cash on April 2, 2026, to stockholders of record at the close of business on March 6, 2026. In Tuesday's pre-market trading on Nasdaq, KMB is trading at $103.89, up $2.75 or 2.72 percent. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Retirement Systems of Alabama reduced its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 5.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 753,025 shares of the electric vehicle producer's stock after selling 44,399 shares during the quarter. Tesla accounts for 1.1% of Retirement Systems of Alabama's investment portfolio, making the stock its 13th biggest holding. Retirement Systems of Alabama's holdings in Tesla were worth $334,885,000 as of its most recent filing with the Securities and Exchange Commission. Get Tesla alerts: Sign Up Other large investors have also modified their holdings of the company. Chapman Financial Group LLC purchased a new stake in shares of Tesla in the second quarter valued at about $26,000. Manning & Napier Advisors LLC purchased a new stake in Tesla in the 3rd quarter valued at approximately $29,000. LGT Financial Advisors LLC acquired a new position in Tesla during the 2nd quarter worth approximately $29,000. CoreFirst Bank & Trust acquired a new stake in shares of Tesla in the 2nd quarter valued at approximately $30,000. Finally, Westend Capital Management LLC purchased a new stake in shares of Tesla in the third quarter valued at approximately $32,000. Hedge funds and other institutional investors own 66.20% of the company's stock. Tesla Stock Performance NASDAQ TSLA opened at $435.20 on Tuesday. The company has a quick ratio of 1.67, a current ratio of 2.07 and a debt-to-equity ratio of 0.07. Tesla, Inc. has a fifty-two week low of $214.25 and a fifty-two week high of $498.83. The business has a fifty day moving average of $445.33 and a 200-day moving average of $405.63. The stock has a market cap of $1.45 trillion, a price-to-earnings ratio of 290.13, a price-to-earnings-growth ratio of 7.63 and a beta of 1.83. Wall Street Analyst Weigh In TSLA has been the subject of several research analyst reports. BNP Paribas Exane increased their price objective on...

Maytree Asset Management Ltd purchased a new position in Tesla, Inc. (NASDAQ:TSLA - Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 12,200 shares of the electric vehicle producer's stock, valued at approximately $5,426,000. Tesla accounts for about 4.9% of Maytree Asset Management Ltd's investment portfolio, making the stock its 7th biggest position. Get Tesla alerts: Sign Up A number of other large investors have also bought and sold shares of the company. Norges Bank bought a new stake in Tesla in the 2nd quarter valued at about $11,839,824,000. Vanguard Group Inc. raised its position in shares of Tesla by 1.8% in the second quarter. Vanguard Group Inc. now owns 251,390,681 shares of the electric vehicle producer's stock valued at $79,856,764,000 after purchasing an additional 4,502,976 shares during the period. Amundi lifted its stake in shares of Tesla by 20.4% during the 2nd quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock valued at $6,374,284,000 after buying an additional 3,422,270 shares in the last quarter. Jennison Associates LLC boosted its holdings in Tesla by 38.3% in the 3rd quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer's stock worth $4,851,747,000 after buying an additional 3,021,550 shares during the period. Finally, Geode Capital Management LLC raised its holdings in Tesla by 2.0% during the 2nd quarter. Geode Capital Management LLC now owns 64,767,993 shares of the electric vehicle producer's stock valued at $20,480,477,000 after acquiring an additional 1,269,304 shares during the period. 66.20% of the stock is owned by hedge funds and other institutional investors. Analyst Ratings Changes Several brokerages have recently weighed in on TSLA. DZ Bank reiterated a "sell" rating on shares of Tesla in a research report on Tuesday, January 6th. Needham & Company LL...

寧德時代在雲南滇中新區規劃建設鋰電池綠色智造基地 計劃2026年一季度開工 AASTOCKS.com

寧德時代在雲南滇中新區規劃建設鋰電池綠色智造基地計劃2026年一季度開工財經新聞Financial News AASTOCKS.com

寧德時代在雲南滇中新區規劃建設鋰電池綠色智造基地計劃2026年一季度開工財經新聞Financial News AASTOCKS.com

寧德時代在雲南滇中新區規劃建設鋰電池綠色智造基地 計劃2026年一季度開工 AASTOCKS.com

A new deal with Nvidia bolsters CoreWeave's long-term case as it heads into its upcoming earnings, according to Deutsche Bank. Analyst Brad Zelnick upgraded the artificial intelligence infrastructure provider to buy from hold. He also raised his target price to $140 from $100, implying upside of 42%. Nvidia on Monday said it had invested $2 billion into CoreWeave, which will help it accelerate its buildout of "5 gigawats of AI factories by 2030," the companies said. Zelnick said this deal strengthened CoreWeave's long-term case by helping to further validate its technical leadership. "We don't claim to be able predict with confidence how AI evolves over CY26 but all the signal we see today suggests demand growth continuing to outpace new capacity," Zelnick added. "Until that changes and based on our favorable view of the setup, healthy GPU-level economics, and the asset quality of CoreWeave, this leave us comfortable upgrading the shares." CRWV 1Y mountain CRWV 1Y chart The deal successfully leverages Nvidia's financial strength to secure access to additional resources to help realize CoreWeave's goal, while also deepening technical integration that allows CoreWeave to remain among the very first to market with new Nvidia compute architectures, Zelnick wrote. It also increases the potential for Nvidia to include CoreWeave's SUNK and Mission Control software in its reference architectures, which opens up "a sizeable and high margin standalone hybrid and multi-cloud SW opportunity over time." Zelnick said that CoreWeave's valuation has "returned to very reasonable levels" and adopted a bullish stance heading into the company's next earnings report. "Amid dynamic swings in narrative and stock performance over the past several months, the fundamental medium-term outlook appears solid for CoreWeave heading into 4Q25 results and initial CY26 guidance, which we expect to be released in the coming weeks," he wrote. "This will be mgmt.'s first time initiating full year ahead...

Loop Capital Adjusts Price Target on Advanced Micro Devices to $310 From $290, Maintains Buy Rating marketscreener.com

2026年初，香港国际机场旁的11 SKIES项目，再次陷入舆论漩涡。 据彭博社消息，这个总投资超200亿港元、曾被寄予厚望打造成 “机场型文旅地标” 的综合体，正遭遇大规模租户撤离危机： 周大福珠宝撤场，优衣库、Y-3、六福珠宝等知名品牌也相继解约，380万平方英尺的商场及写字楼综合体如今大半空置。 其昔日对标新加坡樟宜机场的雄心，已然被现实击碎。 细细来看，11 SKIES 的困境，是多重不利因素交织的结果。 从项目定位来看，其最初愿景是打造香港最大的内地游客购物娱乐中心，这一规划高度依赖香港机场T2航站楼的客流支撑。 按照原计划，T2 航站楼应于2026年3月启用，为项目输送源源不断的旅客。 但现实却是，T2 航站楼扩建工程一再延误，启用时间推迟至第二季度，离境大堂要到2026年复活节假期前后才有望开放。 对于依赖口岸流量的商业体而言，交通枢纽的延期就意味着“生命线”的断裂。 而客流预期的崩塌，直接引发了租户的信心危机。 更为致命的是，项目背后的新世界发展正深陷财务泥沼。 作为香港负债压力较大的开发商之一，新世界早已被高额债务压得喘不过气。 从头部港资房企的财务数据来看，新世界发展的杠杆水平在同梯队企业中处于高位。 截至2024年末，该公司借贷总额突破1510 亿港元，净负债率达57.5%；尤为值得关注的是，其短期债务规模超320亿港元，而同期手持现金仅为218亿港元，资金流动性承压明显。 2025年6月，新世界宣布获882亿港元银行融资支持，但流动性压力并未得到根本缓解。 为了实现正向现金流，公司急于在2026年6月前出售至少一项资产，11SKIES 这个“烫手山芋”自然被摆上货架。 而与香港机场管理局的租约条款，更是加剧了新世界的负担。 根据协议，2028年至2066年，新世界每年需支付18亿港元保底租金，或支付营收的30%，两者取其高。 在商场空置率高企的当下，这一条款无异于“雪上加霜”。 租户的集体撤离，更是给了 11 SKIES 致命一击。 周大福的离场具有标志性意义，这家同样由郑氏家族执掌的企业，其撤场不仅是对项目前景的否定，更折射出对新世界的信心动摇。 而租户的流失，又形成了恶性循环：空置率上升导致商场商业氛围低迷，进一步劝退潜在入驻者，也让香港机场管理局萌生转变之意。 据知情人士透露，机管局正考虑与新世界解约，接洽其他开发商接手项目运营，甚至计...

格隆汇1月27日｜Allspring高级投资组合经理Lauren van Biljon指出，日本即将举行的大选、过于宽松的货币政策以及市场技术面因素相互交织，正推动日本国债和日元出现显著的价格波动。这一影响在日债市场上体现为收益率曲线明显陡峭化，而日元则整体走弱，尽管近期因市场对日本当局干预汇市的预期升温而有所反弹。“1月份日本国债市场的调整速度令人震惊”。过去几周长端利率的剧烈错位最初由财政可持续性担忧引发，并因市场流动性薄弱而进一步加剧。“日本央行的政策立场也构成悬而未决的风险。我们认为，在当前经济所面临的风险平衡下，其货币政策已过度宽松。”

FALLS CHURCH, Va., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Northrop Grumman Corporation (NYSE: NOC) has released its fourth quarter and full-year 2025 financial results. A copy of the earnings release has been furnished in the company’s Form 8-K filing and is also available on the company's investor relations website at http://investor.northropgrumman.com. Earnings Call Webcast As previously announced, Northrop Grumman will webcast its earnings conference call at 9:30 a.m. Eastern time today. A live audio broadcast of the conference call will be available on http://investor.northropgrumman.com. About Northrop Grumman Northrop Grumman is a leading global aerospace and defense technology company. Our pioneering solutions equip our customers with the capabilities they need to connect and protect the world, and push the boundaries of human exploration across the universe. Driven by a shared purpose to solve our customers’ toughest problems, our employees define possible every day. Contact: News Bureau newsbureau@ngc.com Investors: Todd Ernst todd.ernst@ngc.com

Burnham was responding to a post on social media that reported claims from ‘sources close to PM’ As Dave Burke reports for the Daily Mirror , the Reform UK MP Lee Anderson posted a picture on social media of himself and activists campaigning in the Gorton and Denton byelection – standing outside a hotel that is actually in Angela Rayner ’s neigbouring Ashton-under-Lyne constituency. Rayner told the paper: “Farage’s Reform can’t even find the Gorton and Denton constituency on a map. Perhaps it’s because they’re too busy filling their party full of former Tories who failed the country.” The British Property Federation has said that the government’s plan to cap ground rents could discourage investment into the UK. It is also saying that landlords should get compensation. In a response to the announcement this morning (see 8.57am ), Danny Pinder, director of policy at the BPF, said: While we agree that rapidly escalating ground rents should be addressed, the proposed cap will interfere with investments made by pension funds and institutional investors over many years and undermine the government’s pursuit of investment in this country. The various documents published by the government today make clear that these changes will have an impact on freeholders – the value of their assets and their ability to match index-linked pension liabilities – but that they intend to proceed, nonetheless. We have long been clear that adequate compensation must be provided to these entities as they have invested in good faith in order to meet their liabilities and continue to fund everyone’s pensions – today’s announcements is silent on that point … There are billions of pounds invested in large-scale residential and mixed-use developments, and it is essential that reform is mindful of the rights of property owners as well as leaseholders. In our legal system contract is sacrosanct and legislative changes that cut across and undermine existing commercial agreements will raise the risk pre...

格隆汇1月27日｜瑞穗证券将闪迪目标价从410美元上调至600美元。

虽然预期指标出现了周期性的回调，但在生产端，机器轰鸣的强音依然清晰。 历史的长河奔流不息，潮涌越过2025年，中国产业经济刚刚走过了一段波澜壮阔的历程。外界的喧嚣从未停止：全球地缘政治的板块重组仍在继续，国际贸易体系的规则正在重写。通过长江商学院BSI（中国产业经济景气指数）的微观窗口审视中国经济的毛细血管，我们看到了一种深沉的定力与有序的张力。 2025年四季度，BSI录得53。尽管较上季度微幅调整，但仍稳健地站在荣枯线之上。这标志着在经历了全年的外部风雨洗礼后，中国制造业的基本盘依然坚如磐石，扩张的态势未改，发展的动能未减。 更值得注意的是，虽然预期指标出现了周期性的回调，但在生产端，机器轰鸣的强音依然清晰。这种“行胜于言”的数据表现，印证了中国实业家的务实精神：他们选择用实实在在的产能释放，去抢占未来的先机。 这是一场高质量的蓄势。 2025年从破浪到行稳 要读懂2025年四季度的“静默蓄势”，必须将其置于全年的时间轴上进行审视。2025年的中国经济，是一部在挑战中不断自我进化、在不确定性中寻找锚点的史诗。回顾四个季度BSI报告，我们看到了一条“认知升级”与“行为进化”的昂扬曲线。 2025年一季度，守望微光，逆流而上。 年初，面对全球经济的复杂动荡，中国企业展现出了难能可贵的敏锐。彼时，投资时机扩散指数历史性地跃升至51，那是市场对政策托底的“首因效应”。企业在微光中看到了希望，用“逆流而上”的勇气为全年定下了韧性的基调。虽然宏观环境偏冷，但信心链条的初步修复，为后续的抗压测试打下了心理地基。 二季度，微光未散，静辨风向。 4月一纸关税让全球供应链神经紧绷。BSI记录下了那段日子的“屏息时刻”：生产与价格双降，但企业选择了“防御性扎根”。大家“守住基本盘，轻装小步走”，在风声骤起时修炼内功，通过降本增效和多元化布局，完成了对外部冲击的第一轮“脱敏”。 三季度，行情作证，信号在路上。 三季度是转折之季，A股的强势反弹与中美经贸关系的阶段性缓和，构成了内外双重利好。BSI捕捉到了“评价谨慎、行为修复”的积极张力，虽然口头预期依然审慎，但生产与库存开始“备货式修复”。企业主动拥抱变化，利用资本市场的回暖修复资产负债表，为四季度的冲刺积蓄了势能。 四季度，静水流深，理性蓄势。 年终收官，BSI指数定格在53。这一年，从“守望”到“静辨”，从“信号”到“蓄势”，中国企...

软件不再是被动响应人类指令的辅助工具，而是进化为具备主动意图、能够递归执行复杂任务的经济主体。 2026年是全球科技产业的结构性拐点，我们正处于从“生成式AI工具时代”向“代理时代”跨越的关键窗口期。这一范式 转移 的核心在于：软件不再是被动响应人类指令的辅助工具，而是进化为具备主动意图、能够递归执行复杂任务的经济主体。 硅谷风险投资公司a16z的展望认为，未来三年的技术演进将围绕自主性展开，由此引发三大维度的底层重构。一是基础设施重构：后端架构从服务人类的低并发模式，转型为承载大规模机器递归任务的“原生智能体”基建。二是物理世界软件化：工业基础迈向AI原生，工厂演变为模块化产品，物理系统实现全面可观测性。三是价值链与信任体系重塑：加密数字技术成为机器经济的操作系统，解决代理身份、即时结算与真理验证难题。 基础设施范式转移 过去二十年，企业软件后端架构的设计哲学建立在一个静态假设之上：人机交互 比率 约为1：1。即用户的一次点击触发一次系统查询，流量模式具有高度的可预测性，且系统对延迟的容忍度锚定在人类感知的百毫秒级。然而，a16z基础设施团队指出，2026年的核心冲突在于——传统架构已无法承载“原生智能体”的作业逻辑。 AI代理的行为特征是递归式 扇出 。当人类下达一个高层级的模糊意图（例如优化全球供应链路线），代理会瞬间将此目标拆解为成千上万个子任务，并在毫秒级窗口内并发向底层发起海量API调用与数据库读写。对于传统的负载均衡器、连接池与速率 限制器 而言，这种突发性、高并发的流量特征在拓扑结构上与分布式拒绝服务攻击几乎无法区分。 这被称为“惊群效应”。为了生存，基础设施必须进行两大维度的根本性演进。一是极度压缩延迟方差：代理通常运行长链条的逻辑推理。任何单一环节的长尾延迟都会在链条中成倍放大，导致整个推理循环阻塞或超时。因此，2026年的系统核心指标不再仅仅是吞吐量，而是极致的稳定性。二是协调即瓶颈：随着算力供给逐渐充沛，真正的瓶颈转移到了“协调层”。下一代云平台的护城河，在于能否在数万个并行执行的机器线程之间，高效地进行路由分发、状态锁定与策略执行。 计算层面临的是并发挑战，而数据层则深陷“数据熵”危机。a16z合伙人Jennifer Li指出，企业80%的高价值知识并未存储在结构化的数据库中，而是耗散在PDF合同、会议录像、Slack聊天记录与系统日志等非...