TFC Financial Management Inc. grew its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 19.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 20,708 shares of the computer hardware maker's stock after acquiring an additional 3,354 shares during the period. NVIDIA comprises 0.5% of TFC Financial Management Inc.'s holdings, making the stock its 16th biggest position. TFC Financial Management Inc.'s holdings in NVIDIA were worth $3,864,000 as of its most recent SEC filing. A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Center for Financial Planning Inc. increased its holdings in shares of NVIDIA by 4.6% in the second quarter. Center for Financial Planning Inc. now owns 8,429 shares of the computer hardware maker's stock valued at $1,332,000 after purchasing an additional 367 shares during the last quarter. Svenska Handelsbanken AB publ acquired a new stake in shares of NVIDIA in the 3rd quarter worth $37,316,000. Atria Investments Inc increased its stake in shares of NVIDIA by 3.2% in the 2nd quarter. Atria Investments Inc now owns 942,208 shares of the computer hardware maker's stock worth $148,859,000 after acquiring an additional 29,479 shares during the last quarter. MADDEN SECURITIES Corp raised its holdings in shares of NVIDIA by 3.2% during the 2nd quarter. MADDEN SECURITIES Corp now owns 81,322 shares of the computer hardware maker's stock worth $12,848,000 after acquiring an additional 2,484 shares during the period. Finally, Whalen Wealth Management Inc. boosted its position in shares of NVIDIA by 20.3% during the 3rd quarter. Whalen Wealth Management Inc. now owns 36,490 shares of the computer hardware maker's stock valued at $6,808,000 after acquiring an additional 6,162 shares during the last quarter. Institutional investors and hedge funds own 65.27% of the company's stock. Get NVIDIA alerts:...

MassMutual Private Wealth & Trust FSB cut its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 0.9% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 705,260 shares of the iPhone maker's stock after selling 6,618 shares during the quarter. Apple accounts for 4.6% of MassMutual Private Wealth & Trust FSB's investment portfolio, making the stock its 3rd largest position. MassMutual Private Wealth & Trust FSB's holdings in Apple were worth $179,580,000 as of its most recent SEC filing. Other large investors have also made changes to their positions in the company. First National Bank of Hutchinson grew its position in shares of Apple by 24.6% in the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock valued at $8,845,000 after purchasing an additional 6,982 shares during the period. Eagle Capital Management LLC lifted its stake in Apple by 0.5% in the 4th quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock valued at $13,544,000 after buying an additional 272 shares in the last quarter. Brighton Jones LLC lifted its stake in Apple by 14.8% in the 4th quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock valued at $134,554,000 after buying an additional 69,207 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in Apple by 4.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock worth $16,742,000 after buying an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE increased its stake in Apple by 2.4% during the 4th quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock worth $12,587,000 after buying an additional 1,155 shares in the last quarter. 67.73% of the stock is owned by institutional investors and hedge f...

Sentry LLC reduced its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 28.0% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 18,347 shares of the iPhone maker's stock after selling 7,140 shares during the period. Apple comprises 1.2% of Sentry LLC's holdings, making the stock its 11th largest position. Sentry LLC's holdings in Apple were worth $4,672,000 at the end of the most recent quarter. Get Apple alerts: Sign Up A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Financial Futures Ltd Liability Co. grew its position in Apple by 13.2% in the second quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker's stock valued at $729,000 after acquiring an additional 415 shares during the last quarter. Monarch Capital Management Inc. boosted its stake in shares of Apple by 4.6% in the 2nd quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker's stock valued at $13,740,000 after purchasing an additional 2,920 shares in the last quarter. American National Bank & Trust increased its position in Apple by 2.4% during the 2nd quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker's stock worth $40,107,000 after purchasing an additional 4,543 shares in the last quarter. Riverwater Partners LLC lifted its stake in Apple by 17.9% in the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker's stock valued at $1,109,000 after purchasing an additional 819 shares during the last quarter. Finally, Highland Capital Management LLC boosted its position in Apple by 2.2% in the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker's stock valued at $101,301,000 after buying an additional 8,446 shares in the last quarter. Institutional investors own 67.73% of the company's stock. Trending Headlines about Apple Here are the key news stori...

JTC Employer Solutions Trustee Ltd cut its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 12.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 77,186 shares of the iPhone maker's stock after selling 10,930 shares during the period. Apple comprises about 1.7% of JTC Employer Solutions Trustee Ltd's investment portfolio, making the stock its 6th largest position. JTC Employer Solutions Trustee Ltd's holdings in Apple were worth $19,647,000 as of its most recent filing with the Securities and Exchange Commission. Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Financial Futures Ltd Liability Co. raised its holdings in shares of Apple by 13.2% in the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker's stock valued at $729,000 after purchasing an additional 415 shares in the last quarter. Monarch Capital Management Inc. increased its holdings in Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker's stock valued at $13,740,000 after buying an additional 2,920 shares during the period. American National Bank & Trust raised its stake in Apple by 2.4% in the second quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker's stock worth $40,107,000 after buying an additional 4,543 shares in the last quarter. Riverwater Partners LLC lifted its holdings in Apple by 17.9% during the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker's stock worth $1,109,000 after buying an additional 819 shares during the period. Finally, Highland Capital Management LLC lifted its holdings in Apple by 2.2% during the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker's stock worth $101,301,000 after buying an additional 8,446 shares d...

United Asset Strategies Inc. lessened its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 102,890 shares of the software giant's stock after selling 2,227 shares during the period. Microsoft accounts for about 4.3% of United Asset Strategies Inc.'s portfolio, making the stock its 3rd largest position. United Asset Strategies Inc.'s holdings in Microsoft were worth $53,292,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Other large investors also recently added to or reduced their stakes in the company. Longfellow Investment Management Co. LLC increased its holdings in Microsoft by 51.3% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after purchasing an additional 20 shares during the period. Westend Capital Management LLC increased its stake in shares of Microsoft by 386.7% during the second quarter. Westend Capital Management LLC now owns 73 shares of the software giant's stock valued at $36,000 after buying an additional 58 shares during the period. LSV Asset Management bought a new stake in shares of Microsoft in the fourth quarter valued at about $44,000. University of Illinois Foundation bought a new stake in shares of Microsoft in the second quarter valued at about $50,000. Finally, ROSS JOHNSON & Associates LLC lifted its stake in Microsoft by 155.7% in the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant's stock worth $59,000 after acquiring an additional 95 shares during the period. 71.13% of the stock is owned by hedge funds and other institutional investors. Get Microsoft alerts: Sign Up Insiders Place Their Bets In other news, CEO Judson Althoff sold 12,750 shares of the business's stock in a transaction on Tuesday, December 2nd. The shares were sold at an ave...

Tran Capital Management L.P. lowered its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 6.3% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 124,244 shares of the software giant's stock after selling 8,346 shares during the quarter. Microsoft accounts for about 7.7% of Tran Capital Management L.P.'s investment portfolio, making the stock its 3rd largest position. Tran Capital Management L.P.'s holdings in Microsoft were worth $64,352,000 at the end of the most recent quarter. Other large investors also recently modified their holdings of the company. WFA Asset Management Corp boosted its holdings in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. raised its position in shares of Microsoft by 0.3% during the second quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after buying an additional 38 shares during the last quarter. Discipline Wealth Solutions LLC lifted its stake in shares of Microsoft by 410.4% in the third quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after buying an additional 2,138 shares during the period. Wealth Group Ltd. grew its position in Microsoft by 1.2% during the fourth quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock worth $1,000,000 after buying an additional 28 shares in the last quarter. Finally, Eagle Capital Management LLC increased its stake in Microsoft by 0.4% during the fourth quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after acquiring an additional 96 shares during the period. 71.13% of the stock is currently owned by institutional investo...

Sonoma Allocations LLC acquired a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 13,519 shares of the computer hardware maker's stock, valued at approximately $2,458,000. NVIDIA comprises about 0.9% of Sonoma Allocations LLC's holdings, making the stock its 19th biggest holding. Other hedge funds also recently made changes to their positions in the company. Harbor Asset Planning Inc. bought a new stake in NVIDIA during the 2nd quarter valued at approximately $28,000. Winnow Wealth LLC bought a new position in shares of NVIDIA in the 2nd quarter worth about $32,000. Longfellow Investment Management Co. LLC grew its holdings in NVIDIA by 47.9% in the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC purchased a new stake in shares of NVIDIA in the 2nd quarter worth approximately $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in NVIDIA during the 2nd quarter valued at approximately $54,000. 65.27% of the stock is owned by hedge funds and other institutional investors. Get NVIDIA alerts: Sign Up Key Stories Impacting NVIDIA Here are the key news stories impacting NVIDIA this week: NVIDIA Stock Down 0.6% Shares of NVDA stock opened at $186.47 on Tuesday. The company has a current ratio of 4.47, a quick ratio of 3.71 and a debt-to-equity ratio of 0.06. NVIDIA Corporation has a 12 month low of $86.62 and a 12 month high of $212.19. The stock has a market cap of $4.53 trillion, a P/E ratio of 46.27, a P/E/G ratio of 0.91 and a beta of 2.31. The company has a 50 day simple moving average of $183.37 and a two-hundred day simple moving average of $181.97. NVIDIA (NASDAQ:NVDA - Get Free Report) last issued its quarterly earnings re...

Sather Financial Group Inc lowered its holdings in Apple Inc. (NASDAQ:AAPL - Free Report) by 22.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,919 shares of the iPhone maker's stock after selling 7,062 shares during the period. Sather Financial Group Inc's holdings in Apple were worth $6,091,000 as of its most recent SEC filing. Several other hedge funds and other institutional investors have also modified their holdings of the business. Vanguard Group Inc. grew its stake in Apple by 1.1% during the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker's stock valued at $290,506,933,000 after acquiring an additional 15,141,995 shares in the last quarter. State Street Corp lifted its position in shares of Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock worth $123,358,461,000 after purchasing an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Apple by 1.4% during the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock worth $72,506,336,000 after purchasing an additional 4,942,638 shares during the period. Kingstone Capital Partners Texas LLC grew its position in Apple by 573,627.2% during the second quarter. Kingstone Capital Partners Texas LLC now owns 205,692,660 shares of the iPhone maker's stock valued at $39,065,374,000 after purchasing an additional 205,656,808 shares in the last quarter. Finally, Norges Bank purchased a new position in Apple during the second quarter valued at approximately $38,942,255,000. Institutional investors and hedge funds own 67.73% of the company's stock. Get Apple alerts: Sign Up Key Stories Impacting Apple Here are the key news stories impacting Apple this week: Insider Buying and Selling In other Apple news, insider Chris Kondo sol...

Louisiana State Employees Retirement System decreased its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 1.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,218,600 shares of the iPhone maker's stock after selling 13,400 shares during the quarter. Apple makes up 5.2% of Louisiana State Employees Retirement System's holdings, making the stock its 3rd largest position. Louisiana State Employees Retirement System's holdings in Apple were worth $310,292,000 as of its most recent filing with the Securities & Exchange Commission. Several other institutional investors also recently bought and sold shares of the stock. Financial Futures Ltd Liability Co. raised its holdings in Apple by 13.2% in the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker's stock worth $729,000 after purchasing an additional 415 shares during the period. Monarch Capital Management Inc. grew its holdings in Apple by 4.6% in the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker's stock valued at $13,740,000 after purchasing an additional 2,920 shares during the period. American National Bank & Trust increased its position in shares of Apple by 2.4% in the second quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker's stock valued at $40,107,000 after buying an additional 4,543 shares in the last quarter. Riverwater Partners LLC raised its stake in shares of Apple by 17.9% during the 2nd quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker's stock worth $1,109,000 after buying an additional 819 shares during the period. Finally, Highland Capital Management LLC lifted its position in shares of Apple by 2.2% during the 3rd quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker's stock valued at $101,301,000 after buying an additional 8,446 shares in the last qu...

RPG Investment Advisory LLC increased its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 7.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 131,635 shares of the iPhone maker's stock after buying an additional 9,327 shares during the period. Apple accounts for approximately 4.0% of RPG Investment Advisory LLC's holdings, making the stock its 3rd biggest position. RPG Investment Advisory LLC's holdings in Apple were worth $33,518,000 at the end of the most recent reporting period. Several other institutional investors have also recently bought and sold shares of AAPL. ROSS JOHNSON & Associates LLC lifted its position in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock worth $42,000 after purchasing an additional 180 shares during the last quarter. Nexus Investment Management ULC grew its holdings in Apple by 333.3% in the 2nd quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock valued at $53,000 after buying an additional 200 shares during the last quarter. LSV Asset Management bought a new position in Apple in the 4th quarter worth approximately $65,000. Morgan Dempsey Capital Management LLC lifted its holdings in shares of Apple by 41.0% during the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock worth $88,000 after buying an additional 125 shares during the last quarter. Finally, HFM Investment Advisors LLC acquired a new position in shares of Apple during the first quarter worth approximately $99,000. Institutional investors own 67.73% of the company's stock. Get Apple alerts: Sign Up Analyst Upgrades and Downgrades Several equities research analysts have recently issued reports on AAPL shares. Morgan Stanley restated an "overweight" rating and issued a $315.00 price objective (up previously from...

外圍科技股反彈，本港上市相關股份亦受惠。騰訊(700)首季業績表現遠勝預期。受惠高毛利的流動遊戲收入增長及投資收入上升，帶動收入增長36%，至184億元人民幣，盈利上升60%，至64.6億元人民幣，若撇除一次性投資收益影響，純利亦上升29%，至51.9億元人民幣。 管理層表示，移動遊戲收入及其他社交平台首季穩健增長，未來除業務自然增長外，還會留意O2O、網絡支付及其他策略合作的投資機會，以提升效益。 微信月活躍用戶按季增11.5%到3.95億戶，連同手機QQ的每日活躍遊戲玩家達1.8億戶，同時付費比重亦上升。公司更著重發展遊戲平台，不急於推出大量遊戲。而微信的商業化進展亦令市場相當滿意，為未來業績帶來更多增長動力。由於業績高於預期，市場紛紛調高未來業績預測，目前股價相對早前高位仍有一段距離，後市表現仍然樂觀。

One of the top-performing investments in the market is something many investors completely overlook. You might not realize it, but gold is up 78% in a Year. That's right -- the precious metal that is often thought of as a boring hedge against inflation. In this video, Fool.com analyst Tyler Crowe joins me to discuss gold's remarkable run and some outside-the-box ways to capitalize on it in your portfolio. *Stock prices used were the morning prices of Jan 22, 2026. The video was published on Jan 23, 2026.

格隆汇1月27日｜德国汽车工业协会（VDA）主席Hildegard Mueller表示，欧盟与印度达成贸易协定发出了一个强有力的信号，表明切实行动是可能的。“尽管并非所有贸易壁垒都被消除，但在保护主义逐渐风行的全球环境中，该协定将带来亟需的市场准入改善。”她特别欢迎协议中关于汽车关税的安排，即在初始配额25万辆的基础上逐步降低整车进口关税，并在5至10年内全面取消汽车零部件关税。这项协定不仅将强化欧盟与印度之间的双边贸易，还将显著提升双方相互投资的吸引力。

格隆汇1月27日｜英国金融行为监管局(FCA)：启动审查，以评估先进人工智能对消费者、零售金融市场和监管机构的影响。

The European Central Bank needs to keep all options available due to the unstable global backdrop, particularly on trade, according to Governing Council member Martin Kocher . While officials remain “in a good place,” they face “still very high” uncertainty, the Austrian central-bank head told Bloomberg Television on Tuesday. “It’s important to have full optionality” in both directions, he said. “Monetary policy has to be able to react to any kind of risks manifesting themselves quickly and decisively.” Policymakers have held borrowing costs steady since June, deeming themselves well positioned as inflation hovers around their 2% goal. The ECB’s latest forecasts foresee only a minor dip below that target before an eventual return. Investors and economists don’t see rates being touched in the foreseeable future. Risks remain, with President Donald Trump ’s demands over Greenland and renewed tariff threats — even if walked back — serving as a reminder of how abruptly the backdrop can shift. At their last meeting, ECB officials also urged total flexibility if the outlook changes or a major shock hits, according to an account published last week. “We want to be able to react quickly to anything that happens,” Kocher said. “We have seen that last week with additional tariff threats. So we have to be careful. There might be some repercussions. There may be effects on the development of the European economy.” The euro zone is set to expand by more than 1% this year, thanks in part to government spending on infrastructure and defense in Germany and beyond. Business surveys by S&P Global last week showed the private sector maintained moderate growth in January. Inflation, meanwhile, eased to 1.9% in December and is expected to slow further at the start of the year. Underlying price pressures have remained more stubborn, however, especially in the services sector. “As long as we are seeing modest divergence from the target, I think we are fine,” Kocher said. “But if there is,...

财联社1月27日讯（编辑 杨斌） 在固收+基金扩容的背景下，可转债基金规模却逆势缩水。 财联社梳理2025年四季报数据发现，可转债基金规模单季减少了120多亿元。对此，机构人士分析认为，转债市场的持续缩量正在压缩大部分转债策略的容量，可转债基金或在“指数化”。 可转债基金属于广义的固收+基金（包括一、二级混合债基，以及偏债混合基金）中的一类，与一般可配置转债的混合债券基金有所不同，其产品名称明确标识“可转债债券型证券投资基金”，基金合同内通常有基金组合投资于可转债规模不低于非现金基金资产某个比例的限制，如不低于80%。 目前，全市场共38只（份额合并计）主动管理转债基金和2只转债ETF。截至2025年四季度末，主动管理转债基金规模581亿元，转债ETF规模610亿元。 值得注意的是，在固收+基金大幅扩容的背景下，转债基金的份额规模却出现了收缩。四季度，主动管理转债基金的规模减少了25亿元，转债ETF规模减少了91亿元，可转债基金规模单季合计缩水了126亿元。 图：四季度规模份额缩水幅度居前的转债基金，份额分开计 （资料来源：Wind数据，财联社整理） 去年四季度，转债基金的表现并不差，净值回报中位数1.12%。虽不及权益仓位更高的混合债基，但也依然好于纯债基金。为何在固收+基金规模整体扩张的背景下，转债基金的规模却出现了缩水？ 中金公司固定收益研究团队指出，主要还是由于底层资产绝对规模小使得扰动放大。现存转债基金受转债本身存量规模较小影响，使得合计在管规模在固收+中偏小，因此季度波动较为明显。 受大额银行转债到期和强赎频发的影响，叠加新债供给受限，近年存量转债市场持续缩水。Wind数据显示，2025年存续转债规模减少了1766亿元，缩水幅度较2024年扩大。目前，存续转债余额约5540亿元，2026年近一个月的时间又缩水约30亿元。 中金公司固收研究团队认为，策略容量或是产品规模扩张的“必要条件”，而转债本身的缩量与高估值正在压缩大部分转债策略容量。当前转债整体仍处于规模下降的周期，使得一般的转债策略不可避免都面临策略容量的下降，叠加高估值，使得包括偏债型、双低、绝对估值挖掘、不对称性挖掘在内的一系列转债策略都面临容量萎缩。 而转债市场规模的持续缩水，对转债基金乃至所有固收+基金转债投资策略的影响可能不止于此。 兴证固收研究团队指出，纯债“资产荒”和股市慢牛逻辑下，...

茂化实华（000637）公告，预计2025年度归属于上市公司股东的净利润为-1.65亿元至-1.31亿元，上年同期为-8338.31万元。扣除非经常性损益后的净利润为-1.89亿元至-1.55亿元，上年同期为-1.87亿元。基本每股收益为-0.32元/股至-0.25元/股，上年同期为-0.16元/股。报告期内，化工（850102）板块上游原料供应及下游需求不足，公司部分装置未能满负荷生产，部分化工（850102）产品产销量、售价同比均不同程度下降，产品毛利率下降，导致化工（850102）主业经营利润同比下滑。

华兰疫苗（301207）公告，公司股票于2026年1月23日、2026年1月26日、2026年1月27日连续三个交易日收盘价格涨幅偏离值累计超过30%。经核实，公司前期披露的信息不存在需要更正、补充之处，未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生较大影响的未公开重大信息，近期公司经营情况及内外部经营环境未发生重大变化，公司、控股股东和实际控制人不存在关于公司的应披露而未披露的重大事项，或处于筹划阶段的重大事项，股票异动期间，未发生公司控股股东、实际控制人买卖公司股票的行为。公司所处的行业为人用疫苗制造业，主要产品为四价流感（885879）病毒疫苗，该产品用于预防因流感（885879）病毒引发的流行性感冒，目前公司尚无预防尼帕病毒相关的疫苗产品。

财联社1月27日讯（编辑 王蔚） 近日，浙江福莱新材料股份有限公司（以下简称“福莱新材”）下发关于使用部分闲置募集资金购买理财产品的进展公告，称公司拟使用总金额不超过人民币5,000万元暂时闲置募集资金进行现金管理，并用2000万购买中信银行发布的共赢智信汇率挂钩人民币结构性存款A26943期。 数据来源：上市公司公告，财联社整理 据悉，该结构性存款收益率分为两档，挂钩标的为“欧元/美元即期汇率”，若其期末价格大于或等于期初价格的98.6%，则产品年化收益率为预期最高收益率1.7%；如果在观察日，挂钩标的期末价格小于期初价格的98.6%，则产品年化收益率为1%。据福莱新材测算，2000万资金，一个月收益最高可达约3万元。从产品设计逻辑看，这相当于对欧元兑美元汇率短期内持看涨预期。 从目前市场来观察，2026年开年，市场呈现出两条清晰的主线。 一方面是黄金价格延续上涨态势，据wind统计数据，现货黄金于1月26日首都突破5000美元/盎司，截至1月27日，达5080美元/盎司，较年初上涨16%； 另一方面，美元指数则持续走弱，从去年末的98.27回落至97附近，贬值幅度接近1.3%。这两条主线相互关联，其核心驱动因素均为美元的对外贬值压力。 据汇丰中国统计数据，2025年，美元成为十国集团中表现最差的货币，美元指数（DXY）累计下跌约9.4%，创下自2018年以来最大年度跌幅。展望2026年，若全球经济增长保持平稳、美联储不加息且美国金融环境保持宽松，则美元前景仍将维持低迷。 中金研究团队也认为，长期来看，特朗普政府的政策风险或成为悬在美元资产上方，“达摩克利斯之剑”，或对美元体系构成了新的挑战，或将进一步动摇美元储备资产的地位，并进一步强化自去年以来的弱美元环境。 在此背景下，黄金作为传统避险资产和美元替代品，自然成为资金流向的重要目的地。这种市场环境为企业配置与黄金、汇率挂钩的结构性产品提供了逻辑支撑。 财联社整理发现，福莱新材并非个例，多家上市公司在新年伊始纷纷布局挂钩黄金和汇率的结构性存款产品，且产品设计普遍隐含看涨黄金、看跌美元的预期。财联社不完全整理情况如下： 数据来源：上市公司公告，财联社整理 业内人士表示，上市公司选择此类结构性存款产品进行现金管理，背后有多重考量。在利率环境整体偏低的市场环境下，传统存款和货币基金收益率普遍不高，结构性存款提供了获取更...

据媒体报道，海力士公司（000660.KS）成为 微软 公司（MSFT）新款人工智能芯片的先进内存独家供应商，受此消息提振，海力士股价飙升至历史最高点。 在韩国交易所的交易中，该股收盘上涨 8.7%，扭转了早盘因美国总统特朗普最新关税威胁而出现的下跌态势。今年以来，该股持续走高，延续了由人工智能热潮驱动的上涨行情，这家韩国企业的市值也因此突破 4000 亿美元。 媒体援引芯片行业及券商消息人士的话报道称，微软于本周一发布的每一款 “迈亚 200” 加速器，都将搭载 6 颗海力士的 HBM3E 芯片。海力士公司发言人在短信声明中表示，公司无法证实或披露任何与客户相关的信息。 得益于早年与英伟达公司达成的供货协议，海力士搭上了人工智能的东风，其股价在约三年内暴涨十倍。与此同时，传统存储芯片的定价也开始回升，在该公司本周四发布业绩报告之前，进一步提振了市场对其业绩的乐观预期。 斐波那契环球资产管理公司首席执行官尹贞仁表示，周二的股价上涨得益于 逢低买入行为以及市场对高带宽内存（HBM）业务盈利预期的攀升 。他补充道：“海力士的业绩很可能会再次达到市场预期。” 另一大利好因素来自花旗集团 —— 该机构将海力士的目标股价上调 56%，至每股 140 万韩元，创下券商目标价新高，同时维持 “买入” 评级，并对该股启动为期 30 天的上涨催化观察。 分析师彼得・李在本周一发布的研报中指出：“存储芯片市场正逐步向半定制化方向转型，内存芯片客户需要在实际产品交付前一年签订供货合同。我们预计，2026 年全球 DRAM（动态随机存取存储器）和 NAND（闪存）芯片的价格涨幅将显著超出市场预期。” 责任编辑：郭明煜

中粮科技（000930）公告，预计2025年度归属于上市公司股东的净利润为3300万元～4200万元，比上年同期增长31.32%～67.13%。扣除非经常性损益后的净利润为-1.24亿元～-1.14亿元，比上年同期下降49.00%～62.00%。2025年，公司主要产品市场价格大幅下行，营业收入同比减少，归母净利润略高于去年同期。主要得益于以公司“四个一”工程为核心的系列降本增效措施有效实施。

瑞尔特（002790）公告，预计2025年度净利润为2100万元～3000万元，同比下降88.40%～83.43%。报告期内，受国际贸易政策不确定性影响以及公司所在的家居卫浴行业当前仍处于较为激烈的竞争状态，市场有效需求相对不足，产品单价有所下滑，导致公司营业收入呈下滑趋势。面对报告期内的市场销售环境，公司为提升品牌势能和完善渠道布局进行了费用投入，同时公司坚持以“技术驱动”为发展动力，报告期内继续保持稳定的研发投入，因此在收入下滑的情形下，费用对当期盈利能力产生了较大影响。

國務院依照《基本法》規定，根據行政長官李家超建議，免去曾國衞政制及內地事務局局長職務。曾國衞披露自己前列腺癌指數上升，跟家人商量後決定請辭。 曾國衞提及的PSA指數，即前列腺特異抗原指數，長期超過11意味患前列腺癌風險提高，不等同確診。有專科醫生稱，前列腺癌是男性常見癌症，初期沒有病徵，50歲以上男性應每年做相關檢查。 前列腺是男性的生殖腺，2023年本港有3,031宗前列腺癌新症，是第三大男性常見癌症，第四大殺手。 有泌尿科專科醫生稱，可透過驗血檢查PSA指數，正常情況下指數應在4或以下。高於4則代表前列腺可能有問題。 泌尿科專科醫生楊協和指出：「(指數)高於4我們就會擔心，他會否有前列腺癌，雖然高於4不是一定會患上，不可只用指數這麼簡單的指標，就稱一定去到第幾期，要綜合幾件事，包括做磁力共振看看有否擴散。前列腺癌初期完全沒病徵，很多時靠健康檢查。」 前列腺癌成因未明，但跟不良生活習慣，如吸煙飲酒等無關連。 楊協和說：「只有三件事有關連，第一是年紀大；第二是種族，如黑人比白人(風險)多，而白人比中國人多；第三是家族遺傳史。初期前列腺癌可以手術，或電療控制到病情。再嚴重點擴散到周邊，甚至擴散到淋巴或骨，就要化療、荷爾蒙治療或併合治療。」 他又提醒，年滿50歲男性應每年檢查，越早治療康復機會越大。 對於62歲的曾國衞因病請辭，署理政制及內地事務局局長胡健民回應稱，會做好工作。 記者問：「之前有否見過他（曾國衞）不適？」 署理政制及內地事務局局長胡健民表示：「我和政制及內地事務局所有同事上上下下，必定盡心盡力做好我們工作。」 政制及內地事務局除了曾國衞請辭，常任秘書長亦出缺。公務員事務局局長楊何蓓茵指，正物色合適人選填補空缺，未來數日會公布。

格隆汇1月27日｜湖南黄金公告，近期国际金价出现较大涨幅，公司黄金产品未来市场价格能否继续上涨或维持高位存在不确定性，敬请投资者注意市场风险。经自查，公司不存在违反信息公平披露的情形。

大港股份（002077）公告，预计2025年度净利润为4900万元到6000万元，同比增长107.36%～153.91%。报告期内，公司进一步聚焦集成电路（885756）测试业务的发展，在客户拓展及中高端测试产品导入环节取得新的进展，产能利用率提升，测试业务收入实现增长，整体盈利能力提升。

Gold just crossed $5,000 for the first time; here are three gold mining stocks that could benefit from the next phase of the gold rally

Source: Bloomberg, 7:28