Intel has a lot of proving to do after issuing disappointing guidance. Intel (INTC +11.06%) stock recently got hit with a major pullback. The company posted its fourth-quarter results on Jan. 22 and delivered sales and earnings that came in ahead of the market's expectations. The semiconductor player posted non-GAAP (generally accepted accounting principles) adjusted earnings of $0.15 per share on sales of $13.7 billion, beating the average analyst forecast for per-share earnings of $0.08 on sales of $13.4 billion. On the other hand, the company's forward guidance came in below Wall Street's expectations. The company guided for first-quarter sales to come in between $11.7 billion and $12.7 billion, with the midpoint of that guidance range falling short of the average analyst estimate's call for sales of $12.51 billion. Meanwhile, management's forecast for a break-even quarter missed Wall Street's target for adjusted earnings per share of $0.05. Despite the big pullback, Intel stock is still up 111% over the last year. What comes next for the semiconductor company, and what do investors need to be watching out for? AI sales and the foundry business take center stage Intel's data center and artificial intelligence (AI) segment grew sales 8.9% year over year to hit $4.7 billion in the fourth quarter. The performance came in significantly better than the $4.43 billion in sales called for by the average analyst estimate, and the company said that sales would have been even higher were it not for supply issues. The company is shifting production at its fabs to meet demand for its new server chips, but the transition is taking some time -- and this dynamic partially explains the underwhelming Q1 guidance. Management expects factory output along those lines to improve in each subsequent quarter this year. Intel has started shipping chips manufactured on its 18A process and says development for its next-gen 14A process remains on track. On the other hand, the foundry busines...

NASA Set to Launch 1st Manned Moon Rocket In 50 Years: What To Know Authored by T.J. Muscaro via The Epoch Times (emphasis ours), For the first time in more than 50 years, N ASA has mounted a rocket on the launch pad at Kennedy Space Center in preparation for a manned flight around the moon. Artemis II sits in the Vehicle Assembly Building at Kennedy Space Center in Cape Canaveral, Fla., on Jan. 16, 2026. Jim Watson/AFP via Getty Images, The super heavy lift rocket is called the Space Launch System. Fueled by more than 700,000 gallons of liquid oxygen and hydrogen and two solid rocket boosters reminiscent of the space shuttle era, the orange and white behemoth could, as soon as Feb. 6, carry the Artemis II crew— NASA astronauts Reid Wiseman, Victor Glover, Christina Koch, and Canadian Space Agency astronaut Jeremy Hansen —on their 10-day voyage around the moon and farther from Earth than any astronauts have gone before. Hundreds of men and women who had a hand in assembling the rocket braved the winter cold on Jan. 17 to watch the ship roll out of the vehicle assembly building and move to the launch complex. The Artemis II crew, mission leaders, and NASA Administrator Jared Isaacman were also on hand to commemorate the milestone. But there is still a lot to be done before liftoff, and the exact launch date is still to be determined. Here is what to know about the Artemis II mission, as well as what preparations and parameters still stand in the way of launch. What Is Artemis II? Artemis II is the second mission of NASA’s Artemis campaign. Named after the ancient Greek goddess of the moon and Apollo’s twin sister, the program’s purpose is not only to return manned missions to the moon, but also to establish a sustainable, permanent human presence on the lunar surface and in lunar orbit before 2030. Lead flight director Jeff Radigan emphasized that the mission is first and foremost a test flight. Wiseman, Glover, Koch, and Hansen will be the first to fly aboard the Sp...

The number of picks that you know are Buffett-approved is only going to shrink from here. Act now while you can. He has stepped down from his role as chief executive -- and chief stock-picker -- of Berkshire Hathaway (BRK.A 0.49%) (BRK.B 0.18%) at the end of last year. Nevertheless, the tickers currently in the conglomerate's portfolio are still Warren Buffett's picks. If you believe in his approach, it's not too late to add some names to your portfolio that he likes as well. Here are three of the best ones to consider right now, if you have a few thousand bucks you're ready to put to work in the market. Amazon Technology stocks usually weren't Buffett's cup of tea. He has said they're just too difficult to understand. It's not difficult to see why he made an exception with Amazon (AMZN 0.68%) though. Berkshire's position in the e-commerce powerhouse is relatively small at 10 million shares, collectively worth about $2.4 billion (about 0.1% of Amazon, and less than 1% of Berkshire's entire stock portfolio), but Buffett and his lieutenants are plugged into one of the world's most proven consumer ecosystems. Consumer Intelligence Research Partners reports there are now more than 200 million Amazon Prime members in the U.S. alone, accounting for a majority of what's estimated to be over 300 million regular worldwide customers. The company sold $530 billion worth of goods and services to these consumers in 2024 alone, up 10% from the prior year's tally, and is likely to match this growth rate for the entirety of 2025 when those full-year numbers are released. Clearly, the company is doing something right. Expand NASDAQ : AMZN Amazon Today's Change ( -0.68 %) $ -1.67 Current Price $ 243.01 Key Data Points Market Cap $2.6T Day's Range $ 241.53 - $ 247.78 52wk Range $ 161.38 - $ 258.60 Volume 41M Avg Vol 45M Gross Margin 50.05 % E-commerce accounts for the majority of Amazon's revenue, but cloud computing provides about 60% of its bottom line. And that segment's revenue is...

Key Points Intel's Q4 report arrived with sales and earnings beats, but guidance for this year's first quarter fell short of expectations. Intel's next quarterly report and round of forward guidance could provide some crucial insights into the outlook for its chip foundry tech. 10 stocks we like better than Intel › Intel (NASDAQ: INTC) stock recently got hit with a major pullback. The company posted its fourth-quarter results on Jan. 22 and delivered sales and earnings that came in ahead of the market's expectations. The semiconductor player posted non-GAAP (generally accepted accounting principles) adjusted earnings of $0.15 per share on sales of $13.7 billion, beating the average analyst forecast for per-share earnings of $0.08 on sales of $13.4 billion. On the other hand, the company's forward guidance came in below Wall Street's expectations. The company guided for first-quarter sales to come in between $11.7 billion and $12.7 billion, with the midpoint of that guidance range falling short of the average analyst estimate's call for sales of $12.51 billion. Meanwhile, management's forecast for a break-even quarter missed Wall Street's target for adjusted earnings per share of $0.05. 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 » Despite the big pullback, Intel stock is still up 111% over the last year. What comes next for the semiconductor company, and what do investors need to be watching out for? AI sales and the foundry business take center stage Intel's data center and artificial intelligence (AI) segment grew sales 8.9% year over year to hit $4.7 billion in the fourth quarter. The performance came in significantly better than the $4.43 billion in sales called for by the average analyst estimate, and the company said that sales would have been even higher were it not for supply issues. The company is shifting production at its fabs to mee...

Tesla on Wednesday highlighted progress toward launching production of its long-delayed Tesla Semi truck as a key operational priority, as the company’s profit plummeted 46% to $3.8 billion in 2025, marking a second consecutive year of declining profitability. Austin, Texas-based Tesla (NASDAQ: TSLA) released its fourth-quarter earnings and held a conference call with analysts after the market closed on Wednesday. Tesla officials told investors that preparations are underway to begin Semi manufacturing in early 2026 as part of a broader push into commercial and industrial markets. “At the moment, we’re expecting [Tesla] CAPEX to be in excess of $20 billion. We’ll be paying for six factories, namely the refinery, lithium iron phosphate (LFP) batteries factories, Cybercab, Semi, a new megafactory, the Optimus factory.On top of it, we’ll also be spending money for building our AI compute infrastructure and we’ll continue investing in our existing factories to build more capacity,” Tesla CFO Vaibhav Taneja said. In its fourth-quarter shareholder update, Tesla said tooling for the Tesla Semi is in place at its Nevada operations and that North American factories are being readied for production ramps of both the Semi and its autonomous Cybercab platform beginning in the first half of 2026. Tesla pitched the Semi as a truck that would have a range of up to 500 miles fully charged, with a load capacity of 81,000 pounds. The Semi was originally priced in 2017 at $150,000 for a 300-mile range version and $180,000 for the 500-mile version. Tesla eventually unveiled the Semi in December 2022 but has delayed mass production of the electric tractor several times over the past three years. About 200 Semi trucks have been delivered to clients such as PepsiCo. The Semi update came as Tesla reported fourth-quarter results showing continued investment in heavy-duty vehicle and battery infrastructure, even as overall vehicle deliveries declined year over year. According to Tesla’s four...

SpaceX拟6月IPO，估值1.5万亿美元；飞天茅台批发价涨至1600元 美联储如期维持利率不变， 主席 鲍威尔 在记者会上 表态 ， 加息并非任何人对下一步行动的基本假设，通胀与就业相关风险均已有所消退 。 他指出关税的大部分影响已传导至经济，预计关税推升的通胀将在2026年年中消退。鲍威尔还提及AI短期或淘汰部分岗位， 美国财政路径不可持续， 强调坚守美联储独立性，建议下届主席远离民选政治 ， 未就自身去留等政治议题作更多回应。 伊朗总统此前启动紧急状态以应对美以潜在袭击， 美国总统特朗普 就此发出 强硬表态 ， 直言伊朗的时间所剩不多， 呼吁伊方尽快坐到谈判桌前 。 他还警告下一次对伊袭击将比对核设施的袭击更严重，透露一支规模超派往委内瑞拉的庞大舰队正快速驶向伊朗，并强调伊朗不能拥有核武器。 伊朗常驻联合国代表团称，伊朗准备就对话展开磋商 。 美股方面， 道指涨0.02%，纳指涨0.17%， 标普500盘中破7000点，最高7002.28点创新高， 最终收跌0.01%。 大型科技股涨跌不一， 英伟达涨1.59%，谷歌涨0.44%，微软涨0.22%，特斯拉涨0.13%；苹果跌0.71%，亚马逊跌0.68%，meta跌0.63%。 纳斯达克中国金龙指数涨0.32%， 热门中概股涨跌不一。 理想汽车涨2.39%，阿里巴巴涨1.7%，网易涨1.46%，小鹏汽车、百度涨不足1%；拼多多跌3.84%，蔚来跌1.08%，京东跌近1%。 全球资产表现上， 国际油价走高， WTI原油期货收报63.50美元/桶，涨幅1.78%。布伦特原油 期货收报67.67美元/桶，涨幅1.64%。现货黄金涨4.51%，报5414.84美元/盎司， 早盘触及5589.28美元/盎司，再创新高。 现货白银涨4.22%，报116.69美元/盎司， 最高触及118.50美元/盎司，创历史新高 。 1. 特斯拉Q4盈利超预期，停产ModelS/X产线转造人形机器人 特斯拉公布Q4财报，营收同比降3%且首次年度下滑，EPS盈利虽降17%仍超预期，毛利率升至20.1%。同日马斯克宣布，停产交付占比仅3%的ModelS/X，其产线将改造用于生产年产能100万台的Optimus机器人，同时推进Robotaxi落地、拟投20亿xAI，股价盘后先涨超4%后因资本支出计划回吐多数涨幅。 2. 云业务增速放缓，微软资...

美联储仍可以降息，但不是现在 北京时间今天凌晨结束的1月FOMC上， 美联储按兵不动，维持基准利率在3.5%~3.75%，符合预期。12月FOMC通过修改声明措辞就传递了清晰的不想再降息的信号，我们在（《比12月降息更重要的事》）中也清晰的提示了这一点，随后在失业率和通胀超预期回落的“加持”下，CME利率期货隐含1月不降息的概率在会议前已经高达97%，年内首次降息预计在6月，会议后维持不变。 图表：会议前CME利率期货隐含1月不降息的概率已经高达97%，年内首次降息预计在6月份 资料来源：CME，中金公司研究部 图表：会议后维持不变对年内首次降息的时点预期维持不变 资料来源：CME，中金公司研究部 市场对此反应平淡，美债利率小幅走高，美股市场震荡持平，美元在贝森特表示没有干预汇率并依然维持强美元政策后走高，黄金依然大涨。 对于此次会议的结果，我们并不意外，而市场的关注点恐怕也不在这次是否降息上。 要知道，在正常的基本面框架下， 美联储本来也不需要降很多次息，只需要“小步慢跑”来平衡增长与通胀的风险即可， 2024年9-12月的三次降息和2025年9-12月的三次降息都是如此， 所以一边倒的预期“不能降息”和“降很多次息”都不可取。只不过，目前正处于降息了几次之后，经济数据有所修复，需要观察的节点。 （要知道，连美国地产都已经出现了量价齐升的修复迹象）。这个观察窗口对于鲍威尔来讲还有两次会议（3月和4月），除非换了一个“不按常理出牌”的新主席或者经济数据突然出现断崖变化，但是新主席的提名却迟迟不出炉，所以市场只能被“卡”在这了，10年美债利率已经卡在4.2-4.3%的区间两个月。 所以，暂停降息并不意味着不能再降息，只不过宽松预期重燃的最快方式就是新主席提名，而宽松预期的反作用力就是特朗普对美联储独立性的破坏，这才是市场眼下的关注焦点。 会议核心信息：降息暂停并暗示继续按兵不动，维持每月400亿扩表 暂停降息，维持基准利率在3.5~3.75%。 不论是会议声明措辞的修改，还是鲍威尔会后的新闻发布会上的表态，都对经济形式的判断更为积极，去掉了就业市场继续降温的表示，鲍威尔也表示经济处于较好基础上（a ‘firm footing’）。因此，当前利率水平大体“中性”（“loosely neutral”），短期看不再明显的具有收缩性。此次会议上，Miran和Waller因主张...

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国民党副主席萧旭岑（左）星期三（1月28日）与国民党“国政研究基金会”副董事长李鸿源（右）在台北举行记者会，介绍台湾方面参加“国共两党智库论坛”情况。 （中新社） 台湾在野的国民党将率团赴北京参加“国共两党智库论坛”，陆委会表明，国民党不得与对岸进行任何未经政府授权的政治协商。 综合台湾《联合报》《自由时报》报道，台湾政府的大陆委员会星期三（1月28日）应询时说，中国大陆对台文攻武吓，拉拢收买渗透无所不用其极，国民党副主席萧旭岑三不五时就带团往对岸跑，台湾民众都看在眼里，把这次参访定位为“去政治化”，也许是顾虑到台湾境内反应不佳。 陆委会提醒，“中共的目标就是要消灭中华民国”，这个目标不会因为谁去了北京而改变。任何团体未经政府授权，不得与对岸进行政治性协议，也不得涉及与政府公权力有关事项。 民进党发言人韩莹强调，国民党称交流是为了和平，实则在行程与媒体安排上完全尊重中国大陆，这种丧失主体性的互动模式与双城论坛如出一辙，不仅严重伤害台湾尊严，更将成为台湾安全的最大破口。 萧旭岑星期三宣布，将于2月2日至4日偕同国民党智库“国家政策研究基金会”副董事长李鸿源和40名专家学者，前往北京出席由双方智库举办的“两岸交流合作前瞻论坛”。 这次论坛议题设定在非政治性领域，聚焦三大主题：观光旅游交流、产业交流合作、环境永续发展。

利率方面，美联储维持基准利率在3.50%-3.75%不变，在连续三次降息25个基点后暂停行动，符合市场预期。美联储主席候选人沃勒支持降息25个基点，与特朗普“钦点”理事米兰立场一致。美联储在声明中指出，失业率已现初步企稳迹象，通胀仍处于相对高位，经济前景的不确定性依然较高。美联储主席鲍威尔在新闻发布会上表示，加息并非任何人对下一步行动的基本假设，不相信美联储会丧失独立性，将建议下一届美联储主席远离政治。地缘方面，美国总统特朗普再次对伊朗发出威胁称，下次对伊朗的打击将更加猛烈。特朗普称，一支庞大的舰队正前往伊朗，已准备好迅速履行其使命。针对特朗普威胁，伊朗外长阿拉格齐表示，伊朗武装力量高度戒备，将对任何针侵略作出迅速而果断的回应。目前市场风险情绪有所滋生，叠加鲍威尔偏鸽发言，对于黄金投资的需求持续增强，因此预计近期黄金价格或以震荡偏强格局为主；当下白银逻辑与黄金类似，本身价格预计同样维持震荡偏强格局。(华泰期货)

政府冀年中批出首輪牌照容許狗隻進入餐廳 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府希望今年年中批出首輪容許狗隻進入餐廳的牌照。 環境及生態局局長謝展寰出席立法會一個委員會時稱，會落實寵物友善措施，解除實施逾30年的法例禁令，讓餐廳經營者可以申請容許狗隻進入餐廳，目標今年年中批出首輪申請。局方指制定規管措施時，會以食物安全、環境衞生作為首要考慮，獲批的餐廳會有明確標示，方便顧客選擇。

You'll be surprised at how this stock has performed over the past year. Let's play a what-if game. Let's imagine that you spent $1,000 on shares of alternative protein company Beyond Meat (BYND 2.36%) a year ago. What would your stake (not steak!) be worth today? Check it out: Time period Average annual return Past 1 year (77.46%) Past 3 years (62.12%) Past 5 years (63.47%) Those parentheses mean those are negative returns. Losses. Your $1,000 would have lost 77.5% of its value in a single year, becoming about $225. Yikes. Expand NASDAQ : BYND Beyond Meat Today's Change ( -2.36 %) $ -0.02 Current Price $ 0.83 Key Data Points Market Cap $386M Day's Range $ 0.83 - $ 0.91 52wk Range $ 0.50 - $ 7.69 Volume 52M Avg Vol 90M Gross Margin 5.98 % What happened? Well, Beyond Meat has been struggling mightily in recent years. In the company's third-quarter earnings report, it posted revenue of $70.2 million, down 13% year over year. Operating losses came in at $112 million, much deeper than the year-earlier loss of $31 million. In Beyond Meat's own words, "The Company's cash and cash equivalents balance, including restricted cash, was $131.1 million and total outstanding debt was $1.2 billion as of September 27, 2025." Shares were recently priced at less than a dollar, putting them deep in penny-stock territory. (Remember, a penny stock is one trading for less than about $5 per share, and such companies are often extra-volatile and risky.) The premise of the company seems sound: Lots of people want to eat healthier meals, and offerings from companies such as Beyond Meat are indeed full of protein and nutrients. But as Harvard Health has noted, "[M]eatless burgers are heavily processed and high in saturated fat." Given all that, should you consider investing in Beyond Meat, now that its stock price is so much lower than it used to be? The answer, to me, seems a strong no. To me, it seems too risky, and while the company may indeed turn its fortunes around, it's safer to wait an...

(RTTNews) - The China stock market has finished higher in three straight sessions, collecting nearly 60 points or 1.8 percent along the way. The Shanghai Composite now sits just above the 3,460-point plateau although it may run out of steam on Friday. The global forecast for the Asian markets is soft, with oil and technology shares likely to lead the way lower. The European markets were mixed and flat and the U.S. bourses were down and the Asian markets figure to split the difference. The SCI finished modestly higher again on Thursday following gains from the financial shares and property stocks, while the resource companies were mixed. For the day, the index gained 29.01 points or 0.85 percent to finish at 3,461.50 after trading between 3,425.98 and 3,464.12. The Shenzhen Composite Index improved 21.98 points or 1.05 percent to end at 2,112.90. Among the actives, Industrial and Commercial Bank of China jumped 1.74 percent, while Bank of China improved 1.36 percent, China Construction Bank strengthened 1.22 percent, China Merchants Bank collected 1.31 percent, Agricultural Bank of China increased 1.21 percent, China Life Insurance spiked 2.06 percent. Jiangxi Copper advanced 0.83 percent, Aluminum Corp of China (Chalco) lost 0.38 percent, Yankuang Energy fell 0.33 percent, China Petroleum and Chemical (Sinopec) gathered 0.31 percent, Huaneng Power rose 0.28 percent, China Shenhua Energy shed 0.62 percent, Gemdale rallied 1.28 percent, Poly Developments gained 0.49 percent, China Vanke added 0.46 percent and PetroChina was unchanged. The lead from Wall Street is negative as the major averages opened mixed on Thursday but quickly headed south and remained in the red for the balance of day, ending near session lows. The Dow dropped 234.44 points or 0.64 percent to finish at 43,914.12, while the NASDAQ sank 132.05 points or 0.66 percent to close at 19,769.84 and the S&P 500 lost 32.94 points or 0.54 percent to end at 6,051.25. The weakness on Wall Street came as traders...

外交部：繼續深化國際合作 加大力度打擊網賭電詐 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】就明家犯罪集團案11名罪犯被執行死刑，外交部指會繼續深化國際合作，加大力度打擊網賭電詐。 外交部發言人郭嘉昆 :「一段時間以來，中方同緬甸等國積極合作，打擊跨境電信網絡詐騙犯罪，共同鏟除網賭電詐毒瘤、維護人民生命財產安全和地區國家交往合作秩序，取得顯著成效。中方將繼續深化國際執法合作，加大力度打擊電詐網賭及其他相關跨境犯罪活動，共同鏟除賭詐毒瘤。」

內地生育津貼詐騙案 雲南公司15名員工 13人同一段時間申領生育津貼 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】內地揭發生育津貼詐騙案，雲南一間公司15名員工中，13人在同一段時間內生育，當中涉及申領政府津貼逾百萬元人民幣。 在雲南，一間報稱有15名員工的公司，其中13名員工在同一段時間內申報領取政府生育津貼，合共逾百萬元人民幣，引起國家醫保局人員懷疑。經追蹤調查，當局發現涉事公司是空殼公司，沒有經營地址、利潤和營收，亦無交稅記錄。 根據員工申領津貼資料，生育臨床記錄完整，新生兒醫學記錄亦完全相符，有真實的職工參保身份，也按照申報工資進行繳費，符合政策的規定。不過，涉事的員工月薪，就由原本數千元大幅提升至約1.8萬至2.3萬元，由於生育津貼 按公司職工平均工資計算，因此每名孕婦應可獲發約10萬元津貼，但她們本人卻沒有全數收取。 案中主謀賺取「國家發放」與「個人領取」之間的差價，在雲南、成都、杭州等地行騙涉及的生育津貼金額，約400萬元人民幣。 「十四五」期間，參保人累計享受各項生育保險待遇9,614萬人次，基金支出逾4,000億元人民幣，有法律專家指，騙取生育津貼按普通詐騙罪定刑最高可判10年以上有期徒刑，或無期徒刑，並處罰金或沒收財產。

格隆汇1月29日｜沪金涨超7%，沪银涨超4%，燃油涨近3%，氧化铝、沪铝涨超2%；碳酸锂涨近1%。

富时中国A50指数期货在上一交易日夜盘收跌0.26%的基础上低开，盘初跌0.30% 2026-01-29 09:00:30 来源： 同花顺7x24快讯 分享 文章提及标的 A50指数期货 -- 富时中国A50指数期货在上一交易日夜盘收跌0.26%的基础上低开，盘初跌0.30%。

“Tony”联手这事儿，如果说有什么值得唏嘘，与其说是为了大象转身而感叹，倒不如说是因为一个时代的远去，一代人关于“经济上行时期的美”最初的启蒙，也在大浪淘沙中消散殆尽。 你多久没看电视了？ 家里还有电视机吗？ 买电视时，你还依然相信“索尼大法好”吗？ 近日，TCL与索尼签署合作意向备忘录，宣布双方将成立一家合资公司。新公司TCL持股51%，索尼持股49%，承接索尼电视和家庭音响等家庭娱乐业务的全球运营，产品继续沿用Sony和BRAVIA品牌。 如果一切顺利，2026年3月31日前双方将达成最终协议，2027年4月新公司将正式开始运营。 有网友调侃，Sony电视以后是不是应该叫“Tony电视”了？因为TCL+Sony=Tony。而更具标志性的意义是，此次TCL并购索尼电视，宣告了日系电视时代的正式落幕与中国电视产业的全球化崛起。 至此，日本四大电视巨头索尼、夏普、东芝和松下的电视业务，以不同模式“转手”给了中国大陆或台资企业，或即将退出市场。而目前全球电视机销量第一的宝座属于三星，未来十年，全球电视机大战将在中韩之间展开。 但话又说回来，根据洛图科技数据，2025年中国电视市场品牌整机的出货量为3289.5万台，同比下滑8.5%，创下了近16年来的市场新低。 所以，一切的前提仍然是，我们还真的需要电视机。 01 索尼大法还好吗？ TCL董事长李东生在接受财新采访时态度谨慎地表示，目前和索尼签订了MOU（预收购协议），合资公司将保持相对独立运作，但需取得相关国家的反垄断审批，交易具有不确定性。 2025年6月，TCL创始人、董事长李东生在2025夏季达沃斯 “全球碎片化格局下的制造业”圆桌论坛上进行分享。（图/TCL官方微博） 索尼在备忘录中表示，面对流媒体发展、智能功能升级和大尺寸高分辨率电视普及带来的市场变化，此次合作旨在融合双方优势，索尼将提供其在音视频领域长期积累的技术、品牌及供应链管理能力，TCL则贡献其在显示技术、全球布局、产业链整合及成本控制方面的优势，推出更符合消费者需求的创新产品。 相对于措辞的谨慎，双方的合作对市场的影响可能更加明显。 据群智咨询（Sigmaintell）统计，2025年全球电视品牌总出货量预计为2.2亿台，排名前十的是三星、TCL、海信、LG、小米、创维、Vizio、飞利浦+AOC、海尔、索尼。2025年TCL全球电视出货量约30...

格隆汇1月29日｜据台湾电子时报，台积电未来2年将全面拉升CoWoS产能。除了英伟达已成最大客户，谷歌等ASIC芯片客户也频释急单抢产能，台积电近期已拍板全面上调2026~2027年CoWoS产能目标，重新检视原有的先进封装扩产蓝图。据供应链透露，台积电南科AP8厂区将再新增P2厂，2座厂均以CoWoS为主，而原以WMCM、SoIC及CoPoS为主的嘉义AP7，SoIC改为CoWoS。

A Chinese AI system has outperformed its US competitors in solving geometry problems at the International Mathematical Olympiad (IMO) level, taking less than half the time and using simpler computational resources, according to its developers. Unlike existing models confined to problem-solving, the Chinese system can also generate mathematical problems – three of which appeared in a Chinese national team qualifying exam and a top Olympiad in the United States in 2024. “We present TongGeometry, a neuro-symbolic system that discovers, proposes and proves IMO-level geometry problems through principled tree search,” researchers from the Beijing Institute for General Artificial Intelligence and Peking University wrote in the peer-reviewed journal Nature Machine Intelligence on Monday. Advertisement The developers of TongGeometry said the system “functioned more like a coach who both designs training problems and guides solution strategies, rather than merely a student who solves given problems”. This diagram illustrates TongGeometry’s method for navigating tree-structured geometry spaces while preserving symmetry. Photo: Handout Drawing on 196 past Olympiad geometry problems, the system generated 6.7 billion geometry problems that required auxiliary constructions.

Microsoft NASDAQ: MSFT executives used the company’s fiscal 2026 second-quarter earnings call to highlight accelerating demand for cloud and artificial intelligence products, while also addressing investor questions about the pace of capital spending and the path from infrastructure investment to revenue and margins. Get Microsoft alerts: Sign Up Cloud tops $50 billion as AI demand drives capacity build-out CEO Satya Nadella said “Microsoft Cloud surpassed $50 billion in revenue for the first time,” and described the quarter as evidence of “accelerating demand.” He framed Microsoft’s strategy across three layers: “cloud and token factory,” the “agent platform,” and “high-value agentic experiences.” On infrastructure, Nadella emphasized building for “heterogeneous and distributed” AI workloads and said Microsoft is optimizing around “tokens per watt per dollar,” which he linked to increasing utilization and lowering total cost of ownership through silicon, systems, and software. He cited a “50% increase in throughput” for OpenAI inferencing workloads powering copilots, and said Microsoft connected data center sites through an “AI WAN” to create what he called a “first-of-its-kind AI super factory” for the Fairwater data centers. Nadella also said Microsoft added “nearly 1 GW of total capacity this quarter alone.” At the silicon layer, Nadella pointed to a mix of NVIDIA and AMD GPUs and Microsoft’s own chips. He said Microsoft brought online its Maia 200 accelerator, describing it as delivering “10+ petaflops at FP4 precision” with “over 30% improved TCO compared to the latest generation hardware” in Microsoft’s fleet. He also highlighted the Cobalt 200 CPU, which he said delivers “over 50% higher performance” compared with Microsoft’s first custom processor for cloud-native workloads. Microsoft also discussed sovereignty as an increasing customer priority. Nadella said the company announced data center investments in “seven countries this quarter alone” and described...

Tesla NASDAQ: TSLA executives used the company’s fourth-quarter 2025 Q&A webcast to outline a shift toward autonomy, robotics, and large-scale manufacturing investments, while also providing updates on vehicle programs, margins, and cash flow. The call featured opening remarks from CEO Elon Musk and CFO Vaibhav Taneja, followed by investor and analyst questions focused heavily on robotaxi deployment, Full Self-Driving (FSD), Optimus, and capital spending plans. Get Tesla alerts: Sign Up Mission update and a major product transition Musk said Tesla has updated its mission to “amazing abundance,” framing the change as an optimistic view of a future shaped by AI and robotics. He described a goal of improving safety, reducing costs, and expanding access to goods and services “without compromise,” while also preserving the environment. In a notable product announcement, Musk said Tesla expects to wind down Model S and Model X production next quarter and “basically stop production” of the vehicles. He said Tesla will continue to support owners, but will convert the Model S/X production space at the Fremont factory into an Optimus robot factory. Musk said the long-term goal is to produce 1 million Optimus units per year in that space. Autonomy and robotaxi: paid rides, Cybercab production timeline Musk and other executives repeatedly emphasized that Tesla’s future strategy is anchored in autonomy. Musk said Tesla has begun providing paid rides with no safety monitor in the car in Austin, adding that the service recently progressed to operating without a chase car. He said Tesla is being cautious and prioritizing avoiding injuries or serious accidents. Executives also highlighted Tesla’s plan to allow owners to add or subtract their vehicles from an autonomous fleet in a model Musk compared to Airbnb. Musk suggested that customers could potentially earn enough by lending their car to the fleet to offset costs, describing it as a scenario where an owner could “get paid to ow...

An eight-year-old boy in central China who spent 55 days in a coma was brought back to consciousness by the heartfelt calls of his classmates in their videos. Liu Chuxi, a pupil from Yueyang, Hunan province, fell into a coma after a car accident in November last year, according to a report by the mainland media outlet The Paper. He suffered severe brain damage and lung injuries in the crash. Advertisement Doctors told his family that his chances of waking up were extremely slim. Liu Chuxi in his hospital bed. The youngster suffered brain damage in the accident. Photo: CCTV But his mother refused to give up and took him to multiple hospitals in search of treatment.

Meta Platforms (NASDAQ:META) executives pointed to strong user growth, record holiday advertising demand, and a growing focus on artificial intelligence as the company closed out 2025 and outlined plans for 2026. On the company’s fourth-quarter earnings call, CEO Mark Zuckerberg described what he ca

In a notable product announcement, Musk said Tesla expects to wind down Model S and Model X production next quarter and “basically stop production” of the vehicles. He said Tesla will continue to support owners, but will convert the Model S/X production space at the Fremont factory into an Optimus robot factory. Musk said the long-term goal is to produce 1 million Optimus units per year in that space. Musk said Tesla has updated its mission to “amazing abundance,” framing the change as an optimistic view of a future shaped by AI and robotics. He described a goal of improving safety, reducing costs, and expanding access to goods and services “without compromise,” while also preserving the environment. Tesla (NASDAQ:TSLA) executives used the company’s fourth-quarter 2025 Q&A webcast to outline a shift toward autonomy, robotics, and large-scale manufacturing investments, while also providing updates on vehicle programs, margins, and cash flow. The call featured opening remarks from CEO Elon Musk and CFO Vaibhav Taneja, followed by investor and analyst questions focused heavily on robotaxi deployment, Full Self-Driving (FSD), Optimus, and capital spending plans. Q4 showed operating strength but headwinds: automotive margin (ex‑credits) rose to 17.9% and total gross margin topped 20.1% , Tesla generated $1.4 billion of free cash flow, yet faces near‑term margin impact from transitioning FSD to a subscription model (now ~ 1.1 million paid customers), >$500 million of tariff costs, bitcoin mark‑to‑market losses, and battery‑pack constraints. Management expects 2026 to be a major investment year with capital expenditures forecast to exceed $20 billion , funded initially from the company's >$44 billion in cash and investments, while also considering bank financing or other options for longer‑tail infrastructure projects and a potential domestic semiconductor “Terafab.” Tesla is pivoting heavily to autonomy and robotics—announcing plans to essentially stop Model S/X productio...

On Facebook, Li said video time grew double digits year-over-year in the U.S. and that fourth-quarter optimizations produced a 7% lift in views of organic feed and video posts. She called it the largest quarterly revenue impact from Facebook product launches in the past two years. Li also said Meta increased the “freshness and originality” of content recommendations, including surfacing more same-day Reels on Facebook, and noted that 75% of recommendations on Instagram in the U.S. now come from original posts after a 10 percentage point increase in the prevalence of original content during the quarter. Li said engagement gains in the quarter were supported by ranking and product improvements across Meta’s apps. She highlighted that Instagram Reels watch time rose more than 30% year-over-year in the U.S., which she attributed in part to optimizations that improved recommendation quality, including simplification of ranking architecture that allowed models to consider longer interaction histories. Zuckerberg said Meta ended 2025 with more than 3.5 billion people using at least one of its apps every day. He added that Facebook and WhatsApp each have more than 2 billion daily active users, with Instagram “just shy of that.” Meta Platforms (NASDAQ:META) executives pointed to strong user growth, record holiday advertising demand, and a growing focus on artificial intelligence as the company closed out 2025 and outlined plans for 2026. On the company’s fourth-quarter earnings call, CEO Mark Zuckerberg described what he called a “major AI acceleration,” while CFO Susan Li detailed a sizable step-up in infrastructure spending and continued investment in technical talent. Daily users exceed 3.5 billion with strong engagement gains (Reels watch time +30% U.S., Threads time +20%), and monetization momentum via ads (Family of Apps ad revenue +24%), WhatsApp paid messaging crossing a $2 billion annual run rate, and AI-driven ad performance improvements. Management said 2025 marke...

当地时间1月28日，Facebook母公司Meta公布了截至2025年12月31日的第四季度及全年未经审计财报。受 广告业务持续修复以及AI相关投入预期提振影响，Meta第四季度营收与盈利双双超出市场预期 。 财报显示， Meta第四季度营收为598.93亿美元 ，同比增长24%，超出华尔街普遍预期的584.5亿美元； 净利润为227.68亿美元，同比增长9% ；摊薄后每股收益为8.88美元，同比增长11%，同样超出市场预期的8.21美元。 受超预期业绩推动，Meta股价在盘后交易中一度上涨4.99%，报802.08美元。 从全年表现看，Meta在2025年实现营收2009.66亿美元，同比增长22%；但全年净利润为604.58亿美元，同比小幅下滑3%，每股摊薄收益23.49美元，同比下降2%。 利润端的承压，主要受“大漂亮法案”实施影响 ，Meta在第三季度财报中计入159.3亿美元的一次性非现金所得税支出。 01、广告业务稳定增长，用户规模仍在扩张 第四季度， Meta核心业务依然由广告驱动 。公司当季广告营收为581.37亿美元，同比增长24%，占总营收的绝对比重保持稳定。其他收入规模相对有限，当季为8.01亿美元。 用户与广告指标继续提供基本面支撑。 2025年12月，Meta 应用“家族”（Facebook、Instagram、WhatsApp 和 Messenger）平均日活跃用户（DAU）达到35.8亿人 ，同比增长7%；与此同时，第四季度广告展现量同比增长18%，反映出广告库存与需求的同步修复。 在营收高增长的同时，Meta的成本端扩张更为明显。第四季度总成本和支出为351.48亿美元，同比增长40%，显著高于收入增速。 其中，研发支出达到171.36亿美元，同比大幅增长，继续成为最大单项支出；营收成本、销售及营销支出亦同步上升。总务和行政支出同比大幅增加，反映出组织规模、合规及相关费用的抬升。 在此背景下，Meta第四季度运营利润为247.45亿美元，同比仅增长6%。分业务来看，应用家族仍贡献主要利润来源，当季运营利润为307.66亿美元； Reality Labs 继续拖累整体盈利，当季运营亏损扩大至60.21亿美元 。 Meta在 第四季度的资本支出（含融资租赁本金偿付）达到221.4亿美元 ，显示出基础设施投入的加速。全年维度，公司现金流依然...

专题：美联储维持基准利率不变 鲍威尔排除加息可能性 并建议继任者“远离政治” 杰罗姆·鲍威尔在他的美联储主席任期结束前，还有两次调整利率的机会，但他可能并不需要。 美联储周三维持利率不变后，鲍威尔表示美国经济前景“明显改善”，并称就业市场出现企稳迹象。这表明了一种谨慎乐观态度：美联储官员去年秋季三次降息，而且未在最新数据中看到需要进一步降息以支持经济的迹象。期货市场预计6月之前利率不会变化。 到那时，鲍威尔的主席任期将已结束，新的主席应该已经就职，而且很可能开启唐纳德·特朗普力促降息的另一个阶段。或许可以暗示未来局面的迹象是，本周决策中仅有的两位投票主张再次降息的官员：理事斯蒂芬·米兰和理事克里斯托弗·沃勒，前者从特朗普的高级经济顾问职位上休假来美联储任职，后者是特朗普考虑的新主席名单中的四位候选人之一。 “鲍威尔领导下的美联储的降息窗口实际上已经关闭了，”Wolfe Research首席经济学家Stephanie Roth表示。“他对劳动力市场和整体经济前景的看法比以前更加乐观。” 联邦公开市场委员会周三以10比2的投票结果，将基准联邦基金利率维持在3.5%-3.75%的区间。理事克里斯托弗·沃勒和斯蒂芬·米兰投下反对票，主张降息25个基点。官员们还删除了前三份声明中出现的关于就业下行风险增加的表述。 自美联储12月会议以来发布的数据显示，经济增长加速，通胀降温，就业趋于稳定。 鲍威尔周三告诉记者：“经济活动的前景已经改善，比上次会议时明显好转，从长远来看，这对劳动力需求和就业应该会有所推动”。 尽管特朗普政府加大施压，但对劳动力市场评估的上调可能会抑制市场对近期降息的预期。不过，鲍威尔仍竭力避免过分夸大劳动力市场的改善，他表示，虽然劳动力市场已出现企稳迹象，“但我不会对此过度解读”。 美联储观察人士表示，这种模棱两可的信息表明，政策制定者希望保持选项开放。 “各种各样的表述可能会让人晕头转向，”曾任旧金山联邦储备银行高级顾问的Tim Mahedy表示。 金融市场反应平淡。债券收益率基本保持不变，10年期收益率稳定在4.25%左右。美元从日内高点小幅回落，此前美国财政部长斯科特·贝森特称奉行强势美元政策，推动美元触及日内高点。标普500指数收盘基本持平。 当被问及委员会需要什么条件才会再次降息时，鲍威尔没有做出明确回答。他表示，“我们并不打算明确设立一个关于何时再...

近日，王健林和王思聪又有了新动作。 近日，万达商管迎来高层剧变，半年前出任首席运营官的许粉接替太盟投资集团合伙人黄德炜，担任公司首席执行官，全面负责管理和运营。 公开履历显示，许粉是在万达历练了20年的老将。许粉于2006年9月加入万达集团，最初担任南宁万达国际电影城有限公司财务经理。此后她在万达商管公司及其下属区域公司担任多个职务，2021年6月成为北区负责人。后出任大连万达商管集团资产管理中心总经理、总裁助理等职，2025年许粉担任珠海万达商管副总裁兼北区公司总裁，同时兼任北京、郑州等地万达广场商业管理公司执行董事、经理等职务。2023年荣获“全国巾帼建功标兵”称号，是王健林一手提拔上来的女高管。 1月19日，万达商管官方确认许粉出任CEO的消息。在珠海万达商管官微推送的新达盟商管2025年年终盛典消息中，许粉以珠海万达商管CEO的身份作2025年度工作报告。 与此同时，王思聪又有了新的投资项目：他与演员秦岚、甘薇等人共同布局了一家新成立的医疗美容诊所，悄然进入了医美赛道。 天眼查工商信息显示，这家名为“北京柠悦悦己医疗美容诊所”的企业，经营范围包括医疗美容服务、生活服务、诊所服务等，其中甘薇持股比例约为14%，王思聪与秦岚则通过其他公司间接持有部分股份。 这是否说明王健林和王思聪又一次重整旗鼓，开始新一轮自救？ 王健林尽力自救 引入太盟，是王健林不得已而为之的“下策”。2023年至2024年，珠海万达商管四次 IPO 失效触发对赌回购，王健林不得不面对对赌失败与股权重组，此时太盟联合中信资本、ADIA 等五大机构注资约600亿元，2024年9月大连新达盟完成注资后，通过大连新达盟实现合计持股60%，万达方降至40%，王健林这次“卖身”失去绝对控制权。 从万达商管的治理结构可见一斑，新董事会资方占6席，万达占4席，太盟获得重大决策话语权与董事提名权，为“去万达化”提供治理基础。2025年7月，肖广瑞因个人原因辞去大连新达盟及珠海万达商管首席执行官职务，由黄德炜接任。黄德炜是太盟投资集团合伙人，他的上任被视为珠海万达商管“现金流优先”模式的一部分。 随后万达商管总部架构精简，合并重复部门，强化预算考核与风险管控，弱化“万达特色” 强管控，引入国际化治理流程。设立大连新达盟作为控股平台，将珠海万达商管纳入旗下，实现资产与运营的集中管控。推行“资本优先”的决策机制，重...