China has tightened a cross-border investment program to limit where global managers can allocate funds for mainland clients, a move that potentially curbs capital going into popular markets like the US, according to people familiar with the matter. The restrictions are for the decade-old $86 billion Mutual Recognition of Funds scheme, which allows mainland Chinese to invest in Hong Kong-based funds and vice versa. The move is aimed at protecting retail investors flocking to the scheme since last year and applies only to new funds, the people said, asking not to be identified because the matter is private. In guidance issued to program participants of Hong Kong funds in the second half of 2025, the China Securities Regulatory Commission said it would beef up requirements to ensure portfolios are diversified across asset classes and geographies, based on the risk tolerance for retail investors, according to a document seen by Bloomberg News. No such stipulations existed previously, the people said. In separate verbal communications, the regulator told applicants that no single country can make up more than 50% of an underlying fund, the people said, adding that Hong Kong was excluded from the cap. There are also limits on high-yield securities in a fund, they added. The guidelines don’t apply to existing products. China introduced the MRF in 2015, allowing fund raising of as much as 600 billion yuan ($86 billion) as part of efforts to open up its capital markets and give retail investors more access to overseas assets. The latest move suggests authorities are now seeking more control of such investors’ exposure abroad, a move that could slow global asset managers’ take-up of the program. The tightening contrasts with last January, when the MRF relaxed a sales cap, allowing 80% of a fund to be sold in the Chinese mainland, versus 50% before. That led to a flood of demand from mainland investors seeking to tap Hong Kong-based products. Fidelity International and JPMorg...

银河通用近日发布全球首款工业级具身智能重载机器人Galbot S1，该产品为行业首个实现零遥操、全自主、可持续作业的重载机器人，双臂最大负载达50公斤，其核心具身搬运模型入选北京人工智能（885728）重要成果。此外，据悉银河通用2025年机器人Galbot G1累计出货量已突破1200台。(科创板日报)

格隆汇1月29日｜沪深两市成交额连续第19个交易日突破2.5万亿，较上一日此时放量超1500亿。

格隆汇1月29日｜美国银行经济学家尼克·斯坦纳表示，预计澳洲联储将在2月3日将官方现金利率上调至3.85%。去年澳洲联储三次降息时，曾预测核心通胀率到2025年底将维持在2%至3%的目标区间中点附近。然而，实际情况是，2025年下半年核心通胀年化增长率达到了3.9%，同时失业率呈下降趋势。斯坦纳认为，如果澳洲联储当时掌握这些信息，去年就不会降息75个基点。他预计2月将会加息，并且风险偏向于5月可能再次加息。

jetcityimage Stellantis ( STLA ) is aggressively cutting prices on Fiat, Peugeot, and Opel models in France to boost sales volumes and recapture market share in its largest European market. Fiat Pandina is now priced at €9,990 under certain conditions, while the Opel Corsa now sold at €15,900 vs. its previous price of €20,900. The Peugeot 208 model is available via leasing at €208 monthly, Xavier Duchemin, head of Stellantis ( STLA ) France, said at a media event in Paris on Wednesday. "This year, at Stellantis, we have decided to be more aggressive commercially," Duchemin said. "We have started at the end of 2025 and we are amplifying the movement at the beginning of 2026. We are cutting prices, we are repositioning some brands. We take a bet, we need to get volumes back." “We decided that — because its the French market, because there are elements in Opel’s DNA — in spite of the brand’s quality we cannot sell these cars at the prices we wanted to,” Duchemin said. “It’s a bet. We need volumes.” More on Stellantis Stellantis: Why A Rebound Is Closer Than You Think Stellantis Ditches Plug-In Hybrid Models, Tech That Struggled With U.S. Buyers Stellantis N.V. (STLA) Presents at Goldman Sachs Industrials & Autos Week Transcript Meet the North American Car, Truck, and Utility Vehicle of the Year winners Stellantis ends production of PHEV Jeep SUVs and Chrysler minivan -- report

China on Thursday executed 11 people linked to Myanmar criminal gangs, including “key members” involved in scam operations, state media reported. Scam compounds have flourished in Myanmar’s lawless borderlands, part of a multibillion-dollar illicit industry. The centres are typically staffed by foreigners – including many Chinese – with many saying they were trafficked and forced to swindle people online. Beijing has stepped up cooperation with Southeast Asian nations in recent years to crack down on the compounds, and thousands of people have been repatriated to China. The 11 people executed on Thursday were sentenced to death in September by a court in the eastern Chinese city of Wenzhou, Xinhua said, adding that the court also carried out the executions. Crimes of the executed included “intentional homicide, intentional injury, unlawful detention, fraud and casino establishment”, the report said. The death sentences had been approved by the Supreme People’s Court in Beijing, which found that the evidence produced of crimes committed since 2015 was “conclusive and sufficient”, Xinhua said. Among the executed were members of the “Ming family criminal group”, whose activities had contributed to the deaths of 14 Chinese citizens and injuries to “many others”. “The criminals’ close relatives were allowed to meet with them before the execution,” Xinhua added. Scam centres, in which criminals run sophisticated online scams targeting people all over the world, have proliferated across south-east Asia in recent years, including in Myanmar, Laos and Cambodia. They often use trafficked workers who are forced to conduct romance-based investment scams as part of a globalised industry that the United Nations Office on Drugs and Crime estimates is worth $40bn annually. In April, the UN warned that Chinese and south-east Asian gangs are raking in tens of billions of dollars a year through cyber scam centres. This January authorities arrested Chen Zhi, an alleged scam king pin an...

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Funtap/iStock via Getty Images The following segment was excerpted from the GreenWood Investors 2025 Letter To Investors . Every entrepreneur knows the feeling: that moment of despair when the only thing you are aware of is the giant gap between where you find yourself and the life and business you imagine. Once you succeed, people see only the success. If you fail, they see only the failure. Rarely do they see the turning points that could have taken you in a completely different direction. But it's at these inflection points that the most important lessons in business and life are learned. —Stephen Schwarzman We have more often found highly capable managers being not only receptive, but outright welcoming to our efforts to help on the value creation journey. This was the case this past year with Jack in the Box ( JACK ), where a CEO has committed to bring the company back to its basic mission. JACK is a top 20 restaurant brand by sales that had seen its stock fall on hard times since its all-time highs in 2021. We started our engagement with the company towards the end of 2024 as we saw a brand that had strong mindshare, but was being heavily weighed down by the Street's perception of debt concerns, prior capital allocation decisions, its geographic over-index to California, and significant executive turnover. We were intrigued as shares traded for record low valuation multiples, short interest was near all-time highs, and its real estate portfolio was estimated to be worth more than the entire market capitalization. As we dug deeper, and further engaged with the new CEO, we came to see many of the Street's concerns about JACK as not only fixable, but that the brand could be re-energized through an increased focus on operational excellence, further digital and marketing innovation, and smart capital allocation. Building off of the core customers' love of the menu, we believe there is ample opportunity to grow cash flow and drive multiple expansion. In the context ...

Key Points BigBear.ai acquired Ask Sage late last year. Ask Sage's generative AI platform should help bolster BigBear.ai's growth prospects, particularly in national security. BigBear.ai has incurred significant losses over the past year. 10 stocks we like better than BigBear.ai › Some investors are hopeful that data analytics company BigBear.ai (NYSE: BBAI) can become the next Palantir Technologies. The problem is that the numbers don't back up that notion -- not yet, anyway. BigBear.ai isn't anywhere near turning a profit, and its top-line growth hasn't been nearly as strong or consistent as Palantir's. But if those optimistic investors are correct that BigBear.ai is on course to make significantly more sales of its artificial intelligence (AI) offerings, then there's plenty of room for it to grow from its current market cap of $2.6 billion -- at the smaller end of the mid-cap stock range. Recently, the company made a splash with an acquisition that could bolster its growth prospects and deepen its reach into the defense sector and other highly regulated markets. Could that deal have been a turning point for the stock, and does it make BigBear.ai a better buy today? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » BigBear.ai buys Ask Sage On Dec. 31, 2025, BigBear.ai announced that it had finalized its $250 million acquisition of Ask Sage, which it described as "a leading provider of mission-ready AI for national security." Management said that the deal will not only expand its portfolio of AI solutions, but also bring in services that complement its preexisting ones. "The combined platform enables government and enterprise customers to incorporate AI while maintaining control over data sovereignty, model governance, and security requirements," it said in the press release. The intersection of national security and AI-powered analysis is an arena that Palantir dominates, and inve...

Tesla is to axe production of two electric vehicle (EV) models as part of a shift towards robotics after the company reported its first ever decline in annual revenue. Chief executive Elon Musk told analysts on a conference call that the company would stop selling its older Model S and Model X vehicles and convert factory space to manufacture its Optimus robots instead. Tesla revealed that investment would more than double this year to $20bn (£14.5bn), with $2bn of that sum going to his artificial intelligence division xAI. Money latest: Check how much your water bill is due to rise The spending seeks to make good on a series of promises by Musk relating to Tesla's transition towards self-driving cars and robotics that have, so far, fallen short of targets. Musk's plans to build Cybercabs - robotaxis - have been hampered to date by a lack of capacity and regulatory clearances. He has previously warned that a shortage of memory chips amid the wider rush for AI globally, risks hampering production as it ramps up late this year. Tesla is looking to new revenue streams as its traditional EV space becomes ever more crowded, with China's BYD overtaking the company last year to become the world's biggest EV maker. The US company's revenues and profits suffered in 2025 as core EV sales were battered by a backlash against Musk for his cost-cutting role at the heart of the Trump administration and interventions in foreign elections. The sales Tesla did make were on the back of steep discounts, reflecting not only the often violent boycott of Tesla by political opponents but also the fact that vehicles made by Tesla's competitors are cheaper. A US tax incentive for electric vehicles was also ended by the Trump administration amid Musk's on-off relationship with the president. Tesla shares were up by 2% in after-hours trading - building on cautious gains of last year that have been largely explained by the AI-driven turnaround plans promised by Mr Musk. He is under pressure to ...

国务院新闻办公室今天(29日)上午举行新闻发布会，介绍2026年春运形势和工作安排。2026年春运将从2月2日开始，到3月13日结束，为期40天。今年春节假期前恰逢周末形成连休，共有9天的假期，预计返乡探亲旅游出行需求将更加旺盛。综合研判，今年春运全社会跨区域人员流动量将达95亿人次，预计创历史新高（883911）。其中自驾出行将继续成为主体，占比达八成左右；铁路、民航客运量预计分别将达到5.4亿人次和9500万人次，总体规模和单日峰值均有望超过历史同期峰值。(央视新闻)

文章提及标的 中证500 -- 中证500期指 -- 中证500（399905）股指期货(IC)主力合约日内跌超1%，现报8527.4点。

GLOBSYNIN.BO 互動股市圖表 | Secure Earth Technologies Limited 股市 Yahoo 財經

1月29日上午，国家主席习近平在北京人民大会堂会见来华进行正式访问的英国首相斯塔默。习近平指出，欢迎斯塔默首相先生访华。你公开提出中国是机遇、同中国接触是必选项，我对此表示赞赏。中方愿同英方发展长期稳定的全面战略伙伴关系。中国农历马年春节即将到来。相信你这次访问一定能取得成功，两国合作也一定能一马当先，为中英关系和两国合作开新局。（央视新闻）

格隆汇1月29日｜日本40年期国债收益率下跌5个基点至3.86%。

文章提及标的 同花顺 -- 据同花顺（300033）iFinD数据，沪深京三市成交额超2.5万亿元，较上日此时放量1510亿元，预计全天成交金额约3.2万亿元。截至目前，沪市成交额11288亿元，深市成交额13497亿元，北证50成交额224亿元。

ETN260918P00300000 互動股市圖表 | ETN Sep 2026 300.000 put 股市 Yahoo 財經

格隆汇1月29日｜花旗发表报告指，微软上季收入与盈利表现稳健，Azure云业务按年增长38%，仍略低于市场预期的39%至40%增长。此表现源于强劲的商业订单增长(按年增长228%)，主要受先前宣布的OpenAI合作、新签订的Anthropic合约，以及强劲资本支出(375亿美元，对比市场预期340亿美元)驱动。报告指，微软季度业绩展望喜忧参半：存储器及供应链问题导致更多个人运算(MPC)部门走弱，拖累每股盈利；但Azure展望显示增速预期较上财季略有提升，且略高于市场预期。该行目前予微软“买入”评级及660美元目标价。

中芯國際(00981)出現大手買入7.05萬股，成交價$77.4，涉資545.67萬 AASTOCKS.com

(RTTNews) - SAP (SAP, SAP.DE) reported that its fourth quarter profit after tax was 1.9 billion euros, up 17% from a year ago. IFRS basic earnings per share increased 15% to 1.58 euros. Non-IFRS operating profit was up 16% to 2.83 billion euros, and was up 21% at constant currencies. Non-IFRS basic earnings per share increased 16% to 1.62 euros. Fourth quarter total revenue was up 3% to 9.68 billion euros, and up 9% at constant currencies. Cloud revenue was up 19% to 5.61 billion euros, and up 26% at constant currencies. Cloud and software revenue was up 4% to 8.62 billion euros, and up 10% at constant currencies. Fiscal 2025 non-IFRS operating profit increased by 28% to 10.42 billion euros, and increased by 31% at constant currencies. Non-IFRS basic earnings per share increased 36% to 6.15 euros. Total revenue was up 8% to 36.80 billion euros, and up 11% at constant currencies. For 2026, SAP expects: cloud revenue at constant currencies of 25.8 - 26.2 billion euros, up 23% to 25% at constant currencies; cloud and software revenue at constant currencies of 36.3 - 36.8 billion euros, up 12% to 13% at constant currencies, and non-IFRS operating profit at constant currencies of 11.9 - 12.3 billion euros, up 14% to 18% at constant currencies. The Executive Board and the Supervisory Board have authorized a new share repurchase program with a volume of up to 10 billion euros, which is scheduled to start in February 2026 and expected to be completed by the end of 2027. At previous close, SAP shares were trading at 196.14 euros, up 0.31%. 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.

中芯國際(00981)出現大手買入7.05萬股，成交價$77.4，涉資545.67萬 AASTOCKS.com

Exclusive: Citgo buys first Venezuelan oil since 2019 from Trafigura, sources say Reuters

十四屆全國人大社會建設委員會副主任孫紹騁 涉嚴重違紀違法受查 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】十四屆全國人大社會建設委員會副主任孫紹騁涉嫌嚴重違紀違法受查。 中央紀委國家監委通報，孫紹騁正接受中央紀委國家監委紀律審查和監察調查。公開資料顯示，65歲的孫紹騁是山東海陽人，曾擔坐民政部副部長、退役軍人事務部部長、黨組書記等職務，2022年4月出任內蒙古自治區黨委書記，到去年10月調任全國人大社會建設委員會副主任，直至今次受查。

格隆汇1月29日｜美元汇率周四亚盘下跌，止住了周三的反弹势头，因为市场对美元可能贬值的担忧卷土重来，其影响力超过了美国财长贝森特重申强势美元政策的表态。“新债王”冈拉克表示，美元已有一段时间不再表现得像避险货币，因为投资者更青睐贵金属等有形资产。对冲基金Ensemble Capital首席投资官兼联合创始人Damien Loh表示：“贝森特在谈及美元时运用了‘战略性模糊’。”他解释说：“像特朗普最初主张的那种全面的弱美元政策，可能会形成自我强化的趋势并失控，因此贝森特试图缓和这种预期，尽管我认为他们仍然希望美元逐步走弱。”

Is China about to allow its tech companies to purchase Nvidia AI chips? In today's video, I discuss recent updates affecting Nvidia (NVDA +1.67%), Advanced Micro Devices (AMD +0.28%), and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Jan. 23, 2026. The video was published on Jan. 23, 2026.

Advanced Micro Devices has numerous catalysts in 2026. In today's video, I discuss recent updates affecting Advanced Micro Devices (AMD +0.28%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Jan. 20, 2026. The video was published on Jan. 20, 2026.

Is China about to allow its tech companies to purchase Nvidia AI chips? In today's video, I discuss recent updates affecting Nvidia (NVDA +1.67%), Advanced Micro Devices (AMD +0.28%), and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Jan. 23, 2026. The video was published on Jan. 23, 2026.

Why I Keep Buying More Shares of This Amazing Artificial Intelligence (AI) Chip Stock for 2026 The Motley Fool

财联社1月29日讯（编辑 齐林） 美东时间周三盘后，微软公布其截至去年12月底的第二财季财报，并召开业绩电话会。虽然财报业务好于预期，但其关键的云业务增速却在放缓，导致其股价在盘后跌6.14%。 在第二财季，公司实现营收812.7亿美元，经调整后的每股收益4.14美元，均超预期。该季度资本支出和融资租赁总额达到375亿美元，同比增长了66%。 公司首席财务官胡德强调，“毛利率为 68%，同比略有下降（降了约1个百分点），主要原因是人工智能基础设施的持续投资和人工智能产品使用量的增长”，并指出这些成本上升超过了效率提升。 微软预计下一季度“营业利润率将同比略有下降”，理由是持续投资人工智能以及运营费用不断上升。 在业绩会上，公司高管称，庞大的资本投入和算力资源，并非完全用于Azure云服务中，部分将用于微软365 Copilot和GitHub Copilot等公司自主的AI应用中。若全部用于Azure，那云服务这块业务的增速将会超过40%。 以下为财报电话会记录（由AI辅助翻译，部分内容有删减）： 电话会议参与者： 董事长兼首席执行官——萨蒂亚·纳德拉 首席财务官——艾米·胡德 首席会计官——爱丽丝·乔拉 公司秘书兼副总法律顾问——基思·多利弗 企业副总裁兼投资者关系负责人——乔纳森·尼尔森 乔纳森·尼尔森：下午好，感谢各位今天参加我们的电话会议。与我一同出席的有：董事长兼首席执行官萨蒂亚·纳德拉；首席财务官艾米·胡德；首席会计官爱丽丝·乔拉；以及公司秘书兼副总法律顾问基思·多利弗。 萨蒂亚·纳德拉：微软云业务营收首次突破 500 亿美元大关，同比增长 26%，这反映了我们平台的强大实力和不断增长的市场需求。我们正处于人工智能普及及其对 GDP 广泛影响的初期阶段。随着人工智能普及的加速和扩展，技术栈各个层面的潜在市场规模都将大幅增长。事实上，即使在早期阶段，我们打造的人工智能业务规模也超过了我们一些耗时数十年才建立起来的最大业务板块。今天，我将重点介绍我们技术栈的三个层面：云和令牌工厂、代理平台以及高价值的代理体验。 对于我们的云和代币工厂而言，长期竞争力的关键在于构建能够支持新型大规模工作负载的基础设施。我们正在针对这些工作负载的异构性和分布式特性构建基础设施，确保其能够完美契合所有客户（包括长尾客户）的地域和细分市场需求。 我们正在优化的关键指标是每瓦每美元的t...

Legendary investor Warren Buffett famously passed at investing in Tesla Inc (NASDAQ:TSLA) stock over the years in the investment portfolio of conglomerate Berkshire Hathaway Inc (NYSE:BRK)(NYSE:BRK). While Berkshire still isn't investing in Tesla stock, the company could help validate the upcoming volume production of the Tesla Semi. Berkshire Company Partners With Tesla Pilot Travel Centers, owned by Berkshire Hathaway, announced a partnership with Tesla to install Semi Chargers at multiple locations across the country. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? The charging stations will be built at locations along I-5, I-10 and other major corridors. A tweet from Tesla showed a map of potential locations, which includes California, Georgia, Nevada, New Mexico and Texas. Semi Chargers are expected to begin opening at Pilot Travel Centers locations in summer 2026. "Helping to shape the future of energy is a strategic pillar in meeting the needs of our guests and the North American transportation industry. Heavy-duty charging is yet another extension of our exploration into alternative fuel offerings, and we're happy to partner with a leader in the space that provides turnkey solutions and deploys them quickly," Pilot Senior Vice President, Alternative Fuels Shannon Sturgill said. The Pilot Travel Centers with Tesla Semi Chargers will have four to eight charging stalls that deliver up to 1.2 megawatts at each stall. The technology will be compatible with Tesla Semi trucks to start, but could open up to other heavy-duty EVs in the future, Pilot said. Trending: It’s no wonder Jeff Bezos holds over $250 million in art — this alternative asset has outpaced the S&P 500 since 1995, delivering an average annual return of 11.4%. Here’s how everyday investors are getting started. Pilot is the largest...