嘉实基金2026年度投资策略峰会在上海举行，嘉实信息产业基金经理李涛在会上表示，当前AI产业的发展“还远远没有走完”，仍处于偏初期的阶段，虽然科技投资往往遵循“硬三年、软三年、商业模式再三年”的经典框架，但本轮AI浪潮的硬件景气周期（883436）可能远超以往。而在应用层面，李涛虽然非常看好ai应用（886108）蓬勃发展，但也坦言从应用里面找投资机会仍然较为困难，其商业模式和竞争格局的不确定性更高，需要投资者以更加严谨和动态的视角进行筛选。(人民财讯)

西部创业（000557）公告，预计2025年度净利润为约2.93亿元，同比增长约11.40%。上年同期为2.63亿元。扣除非经常性损益后的净利润为约1.49亿元，同比下降46.11%。上年同期为2.77亿元。

达美航空（Delta Air Lines）已向欧洲飞机制造商 空中客车 （Airbus）增购31架飞机，这家美国航空公司旨在加速其机队的更新和扩张。 该订单包括16架宽体A330-900飞机和15架A350-900机型，将使达美航空的宽体机队增至55架A330neo和79架A350，两家公司在各自的声明中表示。双方未披露财务细节。 达美航空首席执行官埃德．巴斯蒂安（Ed Bastian）说：“在我们拓展国际业务版图、并为服务于扩大的长途市场而准备机队之际，这些飞机将增强我们的能力，并提升我们的高端服务。” 达美航空表示，交付将于2029年开始。 责任编辑：刘明亮

据现场视频显示，英伟达（NVDA）创始人黄仁勋已抵达深圳，并在公司楼下出现。此次访问可能涉及英伟达（NVDA）在深圳的战略布局或业务发展。(证券时报)

格隆汇1月28日丨欧盟外交与安全政策高级代表卡拉斯警告称，跨大西洋关系的永久性破裂以及“胁迫性强权政治”的蔓延，要求欧盟必须迅速彻底改革其安全策略，并为自身防务承担更多责任。她周三在欧洲防务局的演讲中提出了发展独立于美国的欧洲防务能力，以及建立一支由成员国出资并拥有的欧盟军队的可能性。自美国总统特朗普多次质疑其对北大西洋公约组织的承诺，以及最近威胁要接管格陵兰以来，欧洲对美国作为防务伙伴的信任已经动摇。卡拉斯警告称，欧洲已不再是美国的首要关注点。“这种转变已经持续了一段时间——它是结构性的，而非暂时的，”她说，“这意味着欧洲必须挺身而出——历史上没有一个大国能够将自身的生存外包出去而得以幸存。”

尤洛卡（300099）公告，预计2025年度净利润为1.8亿元到1.9亿元，同比增长89.32%～99.84%。报告期内，公司聚焦主业发展，持续优化资产结构与资源配置。2025年归属于上市公司股东的净利润较上年同期增长，主要系剥离非核心资产产生的业绩补偿收益及股权投资收益所致。

Earnings season is in full throttle, with results expected from a quartet of tech giants—Apple, Meta Platforms, Microsoft and Tesla. In Washington, the Federal Reserve will announce its first interest-rate decision of 2026.

格隆汇1月28日｜现货黄金价格一路上扬，今日盘中首次突破5300美元/盎司，再创历史新纪录。自突破5000美元大关至今，现货黄金本周已连破四个整百关口；本周累计涨超300美元，涨幅超6%。

Robert Way China has approved the import of the first batch of H200, Nvidia's ( NVDA ) second most powerful AI chip, three people familiar with the matter told Reuters . ByteDance ( BDNCE ), Alibaba ( BABA ) and Tencent ( TCEHY ) have been cleared to buy over 400,000 H200 chips in total. Other Chinese companies are reportedly joining a queue for subsequent approvals, but it's unclear how many will be permitted to buy H200 chips. Chinese tech firms placed orders for over 2M H200 chips, far exceeding Nvidia's ( NVDA ) available inventory, Reuters reported last month. The H200 approvals suggest Beijing is prioritizing local companies' efforts to keep up with the U.S. in the AI race, even as it seeks to spur domestic chip development. Chinese companies like Huawei have chips that rival Nvidia's ( NVDA ) H20, but they still lag far behind the H200, which delivers about 6x the performance of the H20. More on Nvidia Nvidia: H200 China Roadblock, Soaring Memory Costs Threaten Bull Case Nvidia: The New Boeing In China Nvidia: OpenAI's AGI Admission Should Send Shivers Nvidia: GPUs Don't Matter Anymore (Rating Upgrade) China informs Alibaba, others to prep for Nvidia H200 orders

Robert Way China has approved the import of the first batch of H200, Nvidia's ( NVDA ) second most powerful AI chip, three people familiar with the matter told Reuters . ByteDance ( BDNCE ), Alibaba ( BABA ) and Tencent ( TCEHY ) have been cleared to buy over 400,000 H200 chips in total. Other Chinese companies are reportedly joining a queue for subsequent approvals, but it's unclear how many will be permitted to buy H200 chips. Chinese tech firms placed orders for over 2M H200 chips, far exceeding Nvidia's ( NVDA ) available inventory, Reuters reported last month. The H200 approvals suggest Beijing is prioritizing local companies' efforts to keep up with the U.S. in the AI race, even as it seeks to spur domestic chip development. Chinese companies like Huawei have chips that rival Nvidia's ( NVDA ) H20, but they still lag far behind the H200, which delivers about 6x the performance of the H20. More on Nvidia Nvidia: H200 China Roadblock, Soaring Memory Costs Threaten Bull Case Nvidia: The New Boeing In China Nvidia: OpenAI's AGI Admission Should Send Shivers Nvidia: GPUs Don't Matter Anymore (Rating Upgrade) China informs Alibaba, others to prep for Nvidia H200 orders

文章提及标的 汽车零部件 -- 光洋股份 -- 光洋股份（002708）公告，预计2025年度净利润为8500万元到1.1亿元，同比增长66.63%～115.64%。报告期内，公司汽车零部件（881126）业务产能逐步释放，业务规模保持稳步攀升，促进公司业绩同步增长。

文章提及标的 伦敦金 -- 现货黄金站上5300美元/盎司，日内涨2.28%。 黄金、白银行情爆发中，一键布局买入金银等避险资产>>

格隆汇1月28日｜花旗将默沙东的目标价从110美元上调至115美元，维持“中性”评级。(格隆汇)

Motability Operations Group Plc is looking to sell debt publicly for the first time since scrutiny of its business model prompted government intervention. The London-based firm, which leases cars to people on mobility benefits in the UK, is marketing a 12-year social bond, according to a person familiar with the matter who asked not to be identified. Initial price thoughts point to a spread of around 150 basis points above mid-swaps for a deal of at least €500 million ($599.4 million), the person said. Motability bought almost one in five new cars in the UK in 2024, a statistic that alongside its wide offering of cars, including luxury vehicles, brought the operation under the spotlight last year. At the autumn budget in November, Chancellor Rachel Reeves announced changes to Motability, including the removal of premium brands. Read more: An Unlikely £7 Billion Giant Is Cornering Britain’s Car Market Since the last bond sale in January 2025, S&P Global cut the company’s rating to A- with a stable outlook, citing higher sensitivity to “potential adverse market conditions such as weaker used-car prices.” The borrower also has an A2 rating with a negative outlook at Moody’s Ratings. Barclays, HSBC, Lloyds and NatWest are arranging the transaction. Representatives at Motability did not immediately respond to a request for comment.

美元疲软正在重塑全球市场格局，从贵金属到工业金属，再到新兴市场货币，一场由"贬值交易"驱动的资产轮动正在加速。 继昨日美元指数跌至2022年2月以来最低水平后，28日周三，美元兑所有G10货币小幅反弹，但仍处于弱势区间。 特朗普表示对美元下跌"不担心"，称美元"表现很好"，进一步加剧市场对美元的看跌情绪。 美股期货走高，纳斯达克100指数期货涨超1%，欧洲科技股板块创26年来新高。 现货黄金站上5300美元/盎司，日内涨超2%。纽约金涨超4%，现报5331.90美元/盎司。铝价触及近四年高位，铜价上涨1.4%，锌价攀升1.7%。亚洲货币市场同步受益。MSCI新兴市场货币指数创历史新高。马来西亚林吉特和韩元领涨。 纽约梅隆银行亚太区高级市场策略师Wee Khoon Chong表示： "隔夜美元走软是亚太外汇开盘走强的关键催化剂，同时还有更多基本面因素，如增长复苏势头——尤其是在科技领域——以及持续流入该地区的资本。" 美联储周四政策会议成为市场关注焦点，投资者寻求美元走势的进一步线索。 美股期货走高，纳斯达克100指数期货涨超1%，标普500指数期货涨0.47%，道指期货涨0.1%。 欧洲科技股板块创26年来新高，阿斯麦与韩国SK海力士财报推动其涨幅达2.5%。 日经225指数收涨0.05%，报53358.71点。日本东证指数收跌0.8%，报3535.49点。 中国台湾证交所加权股价指数收涨1.5%报32803.82点。 印尼股市跌幅扩大至8%，触发市场暂停交易。 美元指数小幅反弹0.2%，现报96.4。 韩元兑美元升至去年10月以来最高水平。 美国10年期国债收益率下降1个基点，至4.23% 日本20年期国债收益率下行2个基点，至3.180%。日本10年期国债收益率下行3.5个基点至2.25%。 现货黄金站上5300美元/盎司，日内涨超2%。纽约金涨超4%，现报5331.90美元/盎司。 铝价周三上涨1.2%至3246.50美元/吨，早盘一度触及3252美元，创2022年4月后最高水平。铜上涨1.4%，锌攀升1.7%。 西德克萨斯中质原油上涨0.7%，报每桶62.81美元。 美元连续重挫引发政策担忧 彭博美元即期指数在截至周二的四个交易日内暴跌近3%，创下近四年新低。这轮抛售源于市场对特朗普政府反复无常的政策制定以及对美联储的持续攻击日益不安。 美股期货走高，纳斯达...

Delta Air Lines Inc. has channeled its optimism for international travel into another order for widebody aircraft, agreeing to purchase 31 Airbus SE jets just days after it announced a similar-sized deal from Boeing Co. The US airline will buy 16 A330neo jets as well as 15 advanced A350-900 planes, Airbus said in a statement Wednesday. Delta in a separate release said that new aircraft will allow it to add more premium capacity to medium and long-haul markets as well as improve fuel efficiency and margins. Delta has touted its premium products in the cabin and on the ground as it seeks to differentiate itself from budget carriers and appeal to well-heeled flyers. Chief Executive Officer Ed Bastian has said that demand from high-spending consumers continues to be strong, and expects international travel to be the next big growth opportunity. Airlines across the world are looking to rejuvenate their widebody fleets that serve on long-haul routes. Delta has almost 60 older Boeing 767s and more than 90 757s that both average 27 years. Delta is one of the biggest buyers of the Airbus A330neo, and the airline will have 55 of the model in its fleet when the latest order is fully delivered. Its A350 fleet will reach 79 aircraft, the airline said. With the latest purchase, Delta now has 232 narrowbody jets and 85 widebody aircraft on order, according to the Delta statement. That includes the 30 Boeing 787 Dreamliners that the airline announced it was ordering this month.

More on Qorvo Qorvo, Inc. (QRVO) Q3 2026 Earnings Call Transcript Qorvo: A Merger Isn't An Overnight Fix Qorvo, Inc. (QRVO) Q2 2026 Earnings Call Transcript Qorvo outlines FY '27 EPS approaching $7 and gross margins above 50% amid strategic Android exit and HPA growth Qorvo tumbles amid weak Q4 outlook

格隆汇1月28日｜有投资者在互动平台向晶晨股份提问：请问公司子公司芯迈微是否有消费电子产品？ 晶晨股份回复称，芯迈微聚焦无线通信芯片设计，其产品可适配消费电子相关应用场景。截至2025年9月16日公司公告披露，芯迈微已有6个型号的芯片完成流片，其中一款芯片可应用于智能学生卡、移动智能终端等消费电子场景，且已在客户端产生收入，该芯片也可用于物联网模组，为消费电子终端提供通信技术支撑。芯迈微的通信芯片技术将与公司端侧智能、算力技术形成协同，助力公司进一步拓展消费电子应用场景，相关业务进展敬请关注公司后续公告。

专题：美联储周三料将按兵不动 市场关注鲍威尔会后表态 德国商业银行研究所的 Erik Liem和Rainer Guntermann 在研报中表示，在美联储联邦公开市场委员会今日稍晚发布关键政策指引前，各国国债收益率曲线与利差大概率将维持区间震荡走势。 这两位利率策略师预计，美联储主席杰罗姆・鲍威尔将在周三宣布维持利率不变的同时，为3月降息保留操作空间。 对于德国国债而言，尽管其走势修复仍属“艰难之举”，但在10年期德国国债收益率徘徊于2.90%附近的背景下，策略师们对其久期表现仍持“偏积极”态度。 责任编辑：陈钰嘉

ASML Chief Executive Officer Christophe Fouquet discusses the company's performance in the fourth quarter as orders far exceeded analysts’ expectations. "We're looking at a record quarter, we're looking at a record year," Fouquet tells Bloomberg Television. (Source: Bloomberg)

格隆汇1月28日｜有投资者在互动平台向铂力特提问：请问公司商业航天收入、航天收入占比公司总收入的比例到底是多少？是否开展了商业航天相关业务？请公司公开公正公平的披露相关信息，切实提高披露水平。 铂力特回复称，铂力特已助力蓝箭航天、东方空间、九州云箭、星际荣耀、星众空间、天回航天等多个商业航天客户完成发射、飞行任务，公司将持续研判商业航天客户需求，在优化设计、技术及研发支持，设备能力及稳定性，产品交付质量、周期和最终成本等方面，不断强化市场竞争力，不断加大与商业航天用户的合作。针对近期相关报道，欢迎通过我司官方渠道了解真实信息。

格隆汇1月28日｜eToro市场分析师Zavier Wong表示，美光科技(MU.US)在新加坡的工厂扩建计划可能会在半导体供应链中产生涟漪效应，并提振芯片行业的市场情绪。Wong指出，美光240亿美元的新投资“彰显了公司致力于满足人工智能驱动的加速需求，同时谨慎管理产能增长以避免供应过剩”。他分析称，虽然巨额资本支出总是伴随着风险，但这家芯片巨头需要保持价格纪律并兑现产能扩张。Wong补充道，如果执行得当，美光应该“能够在未来几年继续保持其在人工智能驱动内存周期中的核心受益者地位”。

The memory chip maker posted record earnings for the final quarter of 2025 as the global artificial-intelligence boom continued to fuel strong demand.

AntonioGuillem/iStock via Getty Images Article Thesis I wrote about Harmony Biosciences ( HRMY ) in March last year and assigned it a “Buy” rating. My strategy for small biotech companies is to go with small positions (between ¼ and ½ initial position) for about 10 names, due to very high risks associated, especially with single-product companies. In this way, even if one or two or of them crashed, or even if one of them went bankrupt, my portfolio would not be much affected. I generally go with ~¼ position for single-product companies and with ~1/2 for more diversified ones. For Harmony, I went with ~0.33x position, with one blockbuster product, and several others in their pipeline. However, important things happened in the meantime. One of their pipeline candidates failed. Pressure on US drug prices intensified, and Harmony just holds a license from Bioprojet to manufacture and commercialize Wakix specifically in the US. Therefore, a reassessment of their business, fair value, short-term outlook is in order, but also in the context of a broader biotech portfolio. Business Analysis Like mentioned in the introduction, Harmony holds the license to commercialize Wakix (pitolisant) in the US for narcolepsy, and this is their only commercial product. Wakix is indeed a superior product, being the only non-scheduled treatment for daytime sleepiness, with the company confident that this is an opportunity for “$1B+ in narcolepsy alone”. Besides, the company is trying to expand its market with two new formulas: Pitolisant GR (gastro-resistant) and Pitolisant HD (High Dose): Harmony Biosciences Pitolisant Franchise (Investor Presentation) There are, however, some important caveats, besides the pressure on US drug prices mentioned in the introduction: Pitolisant GR will obviously have a cannibalization effect, mostly taking market from Wakix, but with the potential to increase the number of patients, indeed. A generic version of Wakix is estimated for 2031. Of course, Pitolisa...

AAOI260123P00036000 互動股市圖表 | AAOI Jan 2026 36.000 put 股市 Yahoo 財經

Earlier this week, Elon Musk reignited a public debate over chat app privacy after calling WhatsApp "not secure," following a lawsuit that accuses Meta Platforms, Inc. (NASDAQ:META) of misleading users about its end-to-end encryption claims. Musk Targets WhatsApp, Signal, Promotes X Chat Musk posted on X that "WhatsApp is not secure" and alleged that "even Signal is questionable," urging users to switch to X Chat, the messaging feature built into his social media platform. In 2021, Musk's endorsement sent Signal downloads surging. Interestingly, Musk's post got Community Noted, a crowdsourced fact-checking and context-adding system on X. The note said that X Chat offers end-to-end encryption but lacks forward secrecy, meaning a compromised key could expose past messages. Private keys are controlled by X and secured only by a four-digit PIN, while metadata is still collected. By contrast, Signal uses forward secrecy, stores keys solely on user devices, and collects minimal metadata. Lawsuit Claims Meta Misled Users On WhatsApp Privacy The lawsuit, filed Friday in U.S. District Court in San Francisco by an international group of plaintiffs, alleges that Meta falsely markets WhatsApp as fully end-to-end encrypted. According to the complaint, Meta can allegedly store, analyze and access virtually all of WhatsApp users’ purportedly ‘private' communications," despite assurances to the contrary. Meta has rejected the claims, calling the lawsuit "frivolous." WhatsApp Chief Fires Back At Musk WhatsApp head Will Cathcart swiftly rejected Musk's claims, calling them "totally false." "WhatsApp can't read messages because the encryption keys are stored on your phone and we don't have access to them," Cathcart said in a post on X. He added that the lawsuit is a "no-merit, headline-seeking" case brought by the same firm that previously defended NSO Group, whose spyware was used to target journalists and government officials. Last year, WhatsApp won a $168 million jury verdict agai...

Elon Musk Slams WhatsApp As 'Not Secure' After Lawsuit Accuses Meta Of Misleading Billions – Here's How Platform's Head Responded - Meta Platforms (NASDAQ:META) Benzinga

Source: Bloomberg, 5:44

In this article MC-FR Follow your favorite stocks CREATE FREE ACCOUNT Bernard Arnault, Chairman and CEO of LVMH Moet Hennessy Louis Vuitton, speaks during a press conference to present the 2023 annual results of LVMH in Paris, France, January 25, 2024. Benoit Tessier | Reuters LVMH shares plummeted over 7% in morning trading Wednesday after the French luxury conglomerate reported mixed full-year earnings late Tuesday. Organic revenue grew by 1% in the fourth quarter , flat from the same period a year earlier. Over the full year, revenue declined 1%. Shares were last seen 7.7% lower. Investors had expected stronger numbers. "With peers such as Richemont, Burberry, and Cucinelli reporting solid QoQ improvements and beating expectations, the bar had moved slightly higher," Citi analysts said in a note. This is a breaking news story. Please refresh for updates.

9月中旬，学生重返课堂，各大景区汹涌的人潮也随之退去。 而我正是在这个时候，在几乎难见游客的伊宁喀赞其民居巷陌深处，被本地人“守株待兔”的。 秋天的伊宁城区，走在路上几乎随处可见枝桠被果实坠弯的树木。我避开满是纪念品商店、旅拍店的大路，漫无目的地走在巷道里，几乎家家户户都敞开院门，还有几位老人聚集在巷道口晒太阳、聊天。 坐在巷口晒太阳的老人。（图/阿祯 摄） 猝不及防地，我的视线被一张朴实无华的A4纸吸引——“自家院子的葡萄自行采摘”。一路走来，我早已被一个个温馨布置的庭院迷住，葡萄架几乎是标配，而这个时候，无疑都垂满了一串串饱满的果实。 推开虚掩的院门，屋主阿姨就带着剪刀热情地迎了上来：“10元，自己剪，看上哪串剪哪串。”就这样，朋友率先攀上缺了一腿、用砖块随意垫着的移动梯子，从架子上剪下一串沉甸甸的葡萄。 民居外张贴的告示，只等“愿者上钩”。（图/阿祯 摄） 阳光烘烤着葡萄藤，空气中弥漫着一股发酵后的酒香，一些葡萄已挂在架上自然风干。聪明的女主人选择用“愿者上钩”的方式，分享甜蜜。我对伊宁的第一印象随之产生， 似乎不需要人们打理，城市各个角落都能瓜果飘香。 01 伊宁在哪？和伊犁有什么关系？ 在我国地图的西北角，作为 伊犁哈萨克自治州首府 的 伊宁市 ，静静地徜徉于伊犁河谷之中。 作家王蒙盛赞伊犁：“都知道新疆是个好地方，伊犁是好地方中的好地方。”巍峨的天山对伊犁格外偏爱，西风带来的水汽在山脉走向形成的喇叭口处凝结成雨，恰到好处地滋润土地。 1236千米长的伊犁河，孜孜不倦地灌溉着两岸沃野，从伊宁市区缓缓流过。在准葛尔盆地与塔里木盆地间的天山脚下，一处气候湿润、植被繁盛的塞外江南就这么形成了。 彭英之在《丝路北道》一书中，忠实记录了疆内人对这片土地的评价：“这是新疆最宜居的地方，南北的山脉挡住了西伯利亚寒流和塔克拉玛干沙漠的热风，种瓜得瓜，种豆得豆，还有大片优良的牧场，是一片世外桃源。” 温润 的气候让植物在伊宁肆意生长，而充足的光照时长又让果实格外甜蜜。有了头天仅花10元就品尝到了饱满、甜美的葡萄的体验，我对伊宁街头巷尾出现的水果都跃跃欲试。甚至看到路边绿化带结满的小苹果，都恨不能守在树下捡上一兜子。 路边的果树。（图/阿祯 摄） 在伊宁市区，我和朋友几乎每天都会光顾街头卖 无花果 的小摊。和南方大超市里常见的、圆润的紫色无花果不同，这里的无花果带着诱人的金黄...