文章提及标的 摩根大通 -- 香港交易所 -- 江西铜业股份 -- 据香港交易所（HK0388）披露，摩根大通（JPM）(JPMorgan)对江西铜业股份（HK0358）有限公司-H股的多头持仓比例于2026年1月23日从4.93%增至5.15%。

国投白银LOF公告，本基金将于2026年1月29日开市起至当日10:30停牌，自2026年1月29日10:30复牌。若本基金2026年1月29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、延长停牌时间等措施，向市场警示风险，具体以届时公告为准。

文章提及标的 香港交易所 -- 贝莱德 -- 潍柴动力 -- 据香港交易所（HK0388）披露，贝莱德（BLK）(BlackRock)对潍柴动力（HK2338）股份有限公司-H股的多头持仓比例于2026年1月22日从6.6%增至7.17%。

高盛集团表示，基本金属年初以来的涨势将遭遇逆风，因为价格大幅飙升及市场看涨情绪，背离了制造业需求趋于疲软的现实，这一点在中国市场尤为明显 图/视觉中国

文章提及标的 摩根大通 -- 香港交易所 -- 潍柴动力 -- 据香港交易所（HK0388）披露，摩根大通（JPM）(JPMorgan)对潍柴动力（HK2338）股份有限公司-H股的多头持仓比例于2026年1月23日从8.03%降至7.74%。

CFO David Zinsner recently scooped up $250,000 worth of stock, reflecting “belief in Intel and commitment to creating shareholder value.”

文章提及标的 香港交易所 -- 贝莱德 -- 据香港交易所（HK0388）披露，贝莱德（BLK）(BlackRock)对长江和记实业有限公司的多头持仓比例于2026年1月22日从4.99%增至5.0%。

格隆汇1月28日｜英特尔(INTC.US)盘前续涨4.8%，报46.04美元。消息面上，供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用“量少、低阶、非核心”的策略。GPU核心芯片仍由台积电代工，而I/O芯片则部分采用英特尔18A或预定2028年量产的14A制程，最后由英特尔EMIB进行先进封装。按先进封装比重计算，英特尔最高约占25%，台积电约占75%。(格隆汇)

格隆汇1月28日｜据上交所官网，广东中图半导体科技股份有限公司IPO审核状态变更为已问询。

Business-process outsourcing companies in the Philippines are spending about 1.4 billion pesos ($24 million) a year to upskill their workers, as the industry grapples with talent shortage, artificial intelligence and increased competition. Each member-company of the 400-strong IT & Business Association of the Philippines has a learning and development team tasked to train new employees, Jack Madrid, the group’s president, told reporters on Wednesday. The amount the firms spend on upskilling is a conservative estimate and is comparable to that of India, the nation’s top competitor, he said. “Our industry has gone beyond communication. To me, knowledge has become much more important,” Madrid said. Upskilling is now increasingly crucial as the Southeast Asian nation pushes to defend its turf in an industry that has helped bring in dollars and expand its middle class since the 1990s. Outsourcing accounts for around 8% of the Philippines’ gross domestic product. The Philippines corners about a fifth of the global outsourcing market. But over the years, companies have been looking to new outsourcing destinations such as South Africa, Colombia, Costa Rica, Egypt and Poland, Madrid said. In Southeast Asia, Malaysia and Vietnam have also been carving a niche. “Vietnam is a bigger threat,” he said, citing the country’s “quite advanced” educational system and the perception that it is “extremely strong in technology talent.” The Philippine outsourcing group aims to increase its total workers to nearly two million this year and boost revenue to $42 billion this year from a forecast $40 billion in 2025. “My concern is to make sure that we are a strong number two,” next to India, Madrid said.

BSX270115P00092500 互動股市圖表 | BSX Jan 2027 92.500 put 股市 Yahoo 財經

When things seem too good to be true for Wall Street's hottest artificial intelligence (AI) stock, they often are. For three years, no catalyst has fueled Wall Street's bull market rally quite like the rise of artificial intelligence (AI). Giving software and systems the necessary tools to make split-second decisions without human oversight is a technological leap forward that should benefit most global industries. Statistically, we're talking about a multitrillion-dollar opportunity that's going to result in a laundry list of long-term winners. Although graphics processing unit (GPU) titan Nvidia is typically viewed as the face of the AI revolution, an argument can be made that there's been no greater success story than that of AI-data mining specialist, Palantir Technologies (PLTR 1.06%). Since the beginning of 2023, shares of Palantir have rallied by over 2,500% and added close to $400 billion in market value. At its peak, Palantir had become one of the 20 most valuable publicly traded companies on U.S. stock exchanges. The issue with high-flying stocks is that when things seem too good to be true, they often are. While Palantir has clear competitive advantages that I'll touch on in a moment, historical precedent offers two undeniable clues of what's to come for Wall Street's hottest AI stock in 2026. Palantir's competitive advantages have set the bar high Whereas investors have focused a lot of their attention on AI data center infrastructure, Palantir has led the way with the application of AI solutions. The leading factor that's helped Palantir stand out is the irreplaceability of its two core software-as-a-service (SaaS) platforms, Gotham and Foundry. While select competitors do exist, no company comes remotely close, at scale, to matching the services Palantir can provide with its AI- and machine learning-driven SaaS platforms. For the moment, Gotham is the breadwinner. This SaaS platform enables the U.S. military and its allies to plan and oversee military ...

When things seem too good to be true for Wall Street's hottest artificial intelligence (AI) stock, they often are. For three years, no catalyst has fueled Wall Street's bull market rally quite like the rise of artificial intelligence (AI). Giving software and systems the necessary tools to make split-second decisions without human oversight is a technological leap forward that should benefit most global industries. Statistically, we're talking about a multitrillion-dollar opportunity that's going to result in a laundry list of long-term winners. Although graphics processing unit (GPU) titan Nvidia is typically viewed as the face of the AI revolution, an argument can be made that there's been no greater success story than that of AI-data mining specialist, Palantir Technologies (PLTR 1.07%). Since the beginning of 2023, shares of Palantir have rallied by over 2,500% and added close to $400 billion in market value. At its peak, Palantir had become one of the 20 most valuable publicly traded companies on U.S. stock exchanges. The issue with high-flying stocks is that when things seem too good to be true, they often are. While Palantir has clear competitive advantages that I'll touch on in a moment, historical precedent offers two undeniable clues of what's to come for Wall Street's hottest AI stock in 2026. Palantir's competitive advantages have set the bar high Whereas investors have focused a lot of their attention on AI data center infrastructure, Palantir has led the way with the application of AI solutions. The leading factor that's helped Palantir stand out is the irreplaceability of its two core software-as-a-service (SaaS) platforms, Gotham and Foundry. While select competitors do exist, no company comes remotely close, at scale, to matching the services Palantir can provide with its AI- and machine learning-driven SaaS platforms. For the moment, Gotham is the breadwinner. This SaaS platform enables the U.S. military and its allies to plan and oversee military ...

Is AI Superstar Palantir Technologies Going to Plunge in 2026? History Offers 2 Undeniable Clues. fool.com

Key Points Intel's comeback was interrupted by disappointing Q4 results. Meanwhile, AMD continues to gain market share on multiple fronts. AMD's agility gives it a better chance of success in the AI era. 10 stocks we like better than Advanced Micro Devices › Once upon a time, Intel(NASDAQ: INTC) reigned as the king of chipmakers. However, the tech giant no longer sits on the throne. Nvidia(NASDAQ: NVDA) took its spot. That's not even the worst news for Intel. The company isn't the top contender against Nvidia. Instead, another agile chip challenger looks far better positioned for the next wave of growth in the artificial intelligence (AI) market – Advanced Micro Devices(NASDAQ: AMD). 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 » A comeback interrupted Until recently, a strong argument could be made that Intel was gaining ground. New CEO Lip-Bu Tan wrote to employees in March 2025 about seizing "an opportunity to fundamentally reinvent an industry icon." Intel made progress toward building a world-class foundry. The company unveiled its Panther Lake architecture, the first platform for AI personal computer chips built on Intel's 18A technology. Intel's stock performance also looked promising. Shares soared 84% in 2025 and vaulted more than 45% higher during the first few weeks of 2026. However, Intel's stock momentum screeched to a halt last week, with shares sinking more than 20%. The company reported a 4% year-over-year decline in revenue in the fourth quarter of 2025. Intel expects even further revenue erosion in the first quarter of 2026. The harsh reality is that only a few years ago, Intel held a commanding 85% to 95% market share of the server CPU market. Two quarters ago, Tan revealed that this percentage had fallen to around 55%. Those results don't further the turnaround story Tan envisioned when he became Intel's CEO last year. He hop...

同辉信息公告，预计2025年年度归属于上市公司股东的净利润亏损5200～6200万元，上年同期为亏损7194.41万元。报告期内，公司收入较去年同期有较大下滑，主要原因系：2024年在战投方的支持下，公司完成了一笔金额为1.27亿元的银行集成业务，本报告期内，公司无重大合同确认收入；报告期内，因公司经营战略调整，大股东与公司董事会针对公司治理存在分歧，持续罢免公司董事，导致公司经营战略调整未能完全落地，造成公司收入与年初计划有较大差距；

梅赛德斯 - 奔驰首席执行官奥拉・卡伦纽斯向德国新闻网站《先锋报》透露，美国商务部长霍华德・勒特尼克一年前曾试图劝说其将这家德国汽车制造商的总部迁至美国，但他已回绝该提议。 卡伦纽斯在采访中表示，尽管奔驰是一家全球化企业，也会持续在美国进行投资，但公司绝不会就此 “连根迁移”。 这位首席执行官还称，勒特尼克在去年年初提出的这项提议，也反映出欧洲的工业中心正面临着全球范围内激烈的资本竞争。 责任编辑：郭明煜

NBIS260123P00107000 互動股市圖表 | NBIS Jan 2026 107.000 put 股市 Yahoo 財經

SPHR260220P00060000 互動股市圖表 | SPHR Feb 2026 60.000 put 股市 Yahoo 財經

Source: Bloomberg, 4:45

格隆汇1月28日｜国务院办公厅印发《政务移动互联网应用程序规范化管理办法》。其中提到，政务应用程序上线前，主办（使用）单位应按照本办法规定履行备案程序，并在显著位置以醒目方式标示主办（使用）单位及备案编号。禁止以任何形式要求用户下载、安装或使用未经备案的政务应用程序。法律、行政法规另有规定的，依照其规定。不承担行政职能的事业单位主办（使用）的应用程序，不纳入统一备案管理。

*ST大立公告，预计2025年度净利润为-2.5亿元至-1.7亿元，上年同期为-3.84亿元。预计营业收入为3.5亿元至3.9亿元，上年同期为2.75亿元。

Intel could resume its turnaround. However, AMD appears to be the better pick for investors. Once upon a time, Intel (INTC +3.39%) reigned as the king of chipmakers. However, the tech giant no longer sits on the throne. Nvidia (NVDA +1.10%) took its spot. That's not even the worst news for Intel. The company isn't the top contender against Nvidia. Instead, another agile chip challenger looks far better positioned for the next wave of growth in the artificial intelligence (AI) market – Advanced Micro Devices (AMD +0.23%). A comeback interrupted Until recently, a strong argument could be made that Intel was gaining ground. New CEO Lip-Bu Tan wrote to employees in March 2025 about seizing "an opportunity to fundamentally reinvent an industry icon." Intel made progress toward building a world-class foundry. The company unveiled its Panther Lake architecture, the first platform for AI personal computer chips built on Intel's 18A technology. Intel's stock performance also looked promising. Shares soared 84% in 2025 and vaulted more than 45% higher during the first few weeks of 2026. However, Intel's stock momentum screeched to a halt last week, with shares sinking more than 20%. Expand NASDAQ : INTC Intel Today's Change ( 3.39 %) $ 1.44 Current Price $ 43.93 Key Data Points Market Cap $219B Day's Range $ 43.10 - $ 44.53 52wk Range $ 17.66 - $ 54.60 Volume 122M Avg Vol 98M Gross Margin 34.77 % The company reported a 4% year-over-year decline in revenue in the fourth quarter of 2025. Intel expects even further revenue erosion in the first quarter of 2026. The harsh reality is that only a few years ago, Intel held a commanding 85% to 95% market share of the server CPU market. Two quarters ago, Tan revealed that this percentage had fallen to around 55%. Those results don't further the turnaround story Tan envisioned when he became Intel's CEO last year. He hoped to "pull off a comeback that will be studied in business schools for generations to come." Perhaps that goal will s...

Funtap/iStock via Getty Images The January FOMC is one session away, and similarly to the September Meeting, Forex Market action is quite volatile ahead of the event. Traders are still reflecting on the many themes ongoing in Markets, including Trump Administration chaos, generational runs in Metals, Q4 Earnings, Iran, and global trade deals that are getting all over the place. This week began on a significant gap down in the US Dollar, with the past week's steep selling flows extending to test a significant 2025 Support (on the Dollar Index). Dollar Index (DXY) 4H Chart, January 27, 2026 – Source: TradingView Over the past week, post-Greenland threat selling flows have gathered such traction ahead of the FOMC that no mean reversion can take place. Look for reactions around the 97.00 level after the meeting: a close above should signal further upside, and vice versa. Discover further details for the Dollar Index through our latest in-depth analysis. Some factors influencing the Dollar include the anticipated announcement of the next Fed Chair. In the meantime, there aren't many reasons except for Dollar bulls to push their bids ahead of the meeting (14:00 E.T. tomorrow). Other FX currencies are also doing their own thing, with picture-changing releases for Antipodean currencies, the Swissie reaching its second-highest level ever against the USD, FX intervention fears in Japan, and more. We will dive into an intraday chart outlook for all Major FX Currency pairs and provide trading levels for the upcoming huge FOMC event. Read More: How long can the Fed still defend its independence? Chart alert: Silver 13% flash crash has not damaged its bullish trend Markets Today: EU/India Reach Trade Deal, Gold Holds Highs, Puma Soars 19%, FTSE 100 Eyes Further Gains All FX Majors Charts with the key levels in play for the September FOMC NZD/USD 4H Chart and technical levels – Holding a Tight Bull Channel NZD/USD 4H Chart, January 27, 2026, Source: TradingView FOMC Trading Levels...

Key Points Intel's comeback was interrupted by disappointing Q4 results. Meanwhile, AMD continues to gain market share on multiple fronts. AMD's agility gives it a better chance of success in the AI era. 10 stocks we like better than Advanced Micro Devices › Once upon a time, Intel (NASDAQ: INTC) reigned as the king of chipmakers. However, the tech giant no longer sits on the throne. Nvidia (NASDAQ: NVDA) took its spot. That's not even the worst news for Intel. The company isn't the top contender against Nvidia. Instead, another agile chip challenger looks far better positioned for the next wave of growth in the artificial intelligence (AI) market – Advanced Micro Devices (NASDAQ: AMD). 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 » A comeback interrupted Until recently, a strong argument could be made that Intel was gaining ground. New CEO Lip-Bu Tan wrote to employees in March 2025 about seizing "an opportunity to fundamentally reinvent an industry icon." Intel made progress toward building a world-class foundry. The company unveiled its Panther Lake architecture, the first platform for AI personal computer chips built on Intel's 18A technology. Intel's stock performance also looked promising. Shares soared 84% in 2025 and vaulted more than 45% higher during the first few weeks of 2026. However, Intel's stock momentum screeched to a halt last week, with shares sinking more than 20%. The company reported a 4% year-over-year decline in revenue in the fourth quarter of 2025. Intel expects even further revenue erosion in the first quarter of 2026. The harsh reality is that only a few years ago, Intel held a commanding 85% to 95% market share of the server CPU market. Two quarters ago, Tan revealed that this percentage had fallen to around 55%. Those results don't further the turnaround story Tan envisioned when he became Intel's CEO last year. He ...

USA Rare Earth is a young company operating in a strategically vital industry. Is it one to add to your portfolio? In the artificial intelligence (AI) investment bonanza of 2025, several industries that support AI but are not directly involved in the software or even in the hardware side of the business got ignored. Rare earth minerals is one such industry. Rare earths are a group of 17 minerals that have become vital to modern technology. Advanced alloys, batteries, ceramics, lasers, magnets, and many other critical components can only be made with rare earth minerals. Many advanced weapons systems rely on rare earths, and China produces the vast majority of them. In fact, China produces more rare earths annually than the next nine top producers (including the U.S.) combined. I'm sure you can see why the U.S. military considers that a problem. Fortunately, the government is solving this by investing heavily in American rare earth mineral production. In fact, just this month, a bipartisan group in Congress proposed a new $2.5 billion agency, with the goal of boosting American rare earth production. The United States does have reserves of rare earth minerals, and companies like USA Rare Earth (USAR 1.39%) are working to extract them. Expand NASDAQ : USAR USA Rare Earth Today's Change ( -1.39 %) $ -0.37 Current Price $ 26.35 Key Data Points Market Cap $3.9B Day's Range $ 24.77 - $ 29.69 52wk Range $ 5.56 - $ 43.98 Volume 39K Avg Vol 14M Oklahoma! Founded in 2019 and based in Stillwater, Oklahoma, USA Rare Earth is a relative newcomer to the American rare earth industry and only had its initial public offering (IPO) in March 2025. However, it has enormous potential to reshape that industry. The company's Round Top rare earth mineral deposit in western Texas holds 15 of the 17 rare earth elements and other useful materials that aren't rare earth like lithium. The company is working to build a mine at the deposit and doesn't yet generate any revenue. However, it does hop...

1月28日，中央纪委国家监委公布了2025年12月全国查处违反中央八项规定精神问题汇总情况。当月，全国共查处违反中央八项规定精神问题39236起，批评教育和处理48770人，其中党纪政务处分36441人，这是连续第148个月公布月报数据。数据显示，2025年，全国共查处违反中央八项规定精神问题29.08万起，批评教育和处理37.56万人，其中党纪政务处分26.18万人。（央视新闻）

格隆汇1月28日｜景顺长城基金管理有限公司公告，公司旗下景顺长城纳斯达克科技市值加权交易型开放式指数证券投资基金（QDII）（场内简称：纳指科技ETF，交易代码：159509）二级市场交易价格明显高于基金份额参考净值，出现较大幅度溢价。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。为保护投资者利益，本基金将于2026年1月29日开市起至当日10:30停牌。若本基金2026年1月29日二级市场交易价格溢价幅度未有效回落，本基金有权采取向深圳证券交易所申请盘中临时停牌、延长停牌时间等措施以向市场警示风险，具体以届时公告为准。