《大行》花旗：料美團(03690.HK)上季業績符預期 競爭加劇拖累盈利前景 維持「中性」評級 AASTOCKS.com

We came across a bullish thesis on Tesla, Inc. on Rose’s Substack’s Substack by Rose Celine Investments. In this article, we will summarize the bulls’ thesis on TSLA. Tesla, Inc.'s share was trading at $431.46 as of January 28th. TSLA’s trailing and forward P/E were 297.56 and 196.08 respectively according to Yahoo Finance. Tesla, Inc (TSLA)'s "No Longer A Car Company,' Says Jim Cramer Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. TSLA reported revenues up 12%, slightly exceeding expectations, while earnings came in just below estimates. Auto revenue grew a modest 6% despite the pull-forward from expiring federal credits, but energy and services surged 44% and 25%, now representing a quarter of total revenue. These segments carry higher margins than automotive, meaning the shift in revenue mix is particularly beneficial for overall profitability. Looking ahead, Tesla confirmed that Cybercab, Semi, and Megapack 3 will enter production in 2026, with Optimus v3 expected to debut in the first quarter. The Robotaxi rollout is progressing, with Austin projected to operate without safety drivers this year. Production and delivery numbers continue to ramp steadily, and Tesla’s factories appear capable of supporting these new products. Strong cash reserves and ongoing CapEx plans provide ample runway for execution. From a profitability perspective, Tesla’s new products carry significant optionality. Robotaxi miles could generate near-pure profit, Megapack deployments are capital-efficient, and Optimus could unlock entirely new revenue streams. This optionality, combined with Tesla’s software, autonomous driving data, manufacturing scale, battery expertise, and superior supply chain positioning, creates a durable moat that competitors will struggle to replicate. The potential market is massive, encompassing billions of autonomous miles, hundreds of M...

Letter to Palantir Technologies Requesting Third-Party Human Rights Risk Assessment NYC.gov

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康方生物（09926）授伊喜寧獨家商業權予濟川藥業，潛在收益最高9000萬人幣 香港經濟日報HKET

《大行》花旗：料美團(03690.HK)上季業績符預期 競爭加劇拖累盈利前景 維持「中性」評級 AASTOCKS.com

Letter to Palantir Technologies Requesting Third-Party Human Rights Risk Assessment NYC.gov

信达生物(01801.HK)：2025年产品收入突破119亿元，同比增长约45% FX168

Tesla, Inc. (TSLA): A Bull Case Theory Yahoo Finance

康方生物（09926）授伊喜寧獨家商業權予濟川藥業，潛在收益最高9000萬人幣 香港經濟日報HKET

Alphabet Inc. (GOOG) Surpasses Q4 Earnings and Revenue Estimates Yahoo Finance

Astera Labs, Inc. (ALAB) Sees a More Significant Dip Than Broader Market: Some Facts to Know Yahoo Finance

"In 2025, we continued to advance leading-edge science to deliver transformative medicines and vaccines that are improving health outcomes for patients around the world," said Robert M. Davis, chairman and chief executive officer. "Our business benefited from demand for our innovative portfolio, including for KEYTRUDA, increasing contributions from new launches in cardiometabolic and respiratory as well as vaccines, and strong performance of Animal Health. The transformation of our portfolio, bolstered by the acquisitions of Verona Pharma and Cidara Therapeutics, is well underway, and momentum is building as we continue to execute on our strategy. Our progress positions us to continue delivering on our purpose for patients and creating durable value for shareholders." RAHWAY, N.J., February 03, 2026 --( BUSINESS WIRE )--Merck & Co., Inc., Rahway, N.J., USA (NYSE: MRK), known as MSD outside the United States and Canada, today announced financial results for the fourth quarter and full year of 2025. Expects Non-GAAP EPS To Be Between $5.00 and $5.15; Outlook Reflects a One-Time Charge of Approximately $3.65 per Share for the Acquisition of Cidara Reached Agreement With U.S. Government To Expand Access to Medicines and Lower Costs for Americans Received FDA Commissioner’s National Priority Vouchers for Enlicitide and Sacituzumab Tirumotecan (Sac-TMT), Providing an Opportunity To Expedite Potential FDA Review Timelines for These Phase 3 Candidates Augmented Pipeline and Portfolio Through Acquisitions of Verona Pharma and Cidara Therapeutics and License Agreement With Hengrui Pharma Full-Year 2025 GAAP EPS Was $7.28; Non-GAAP EPS Was $8.98; GAAP and Non-GAAP EPS Include Charges of $0.20 per Share Related to Certain Business Development Transactions Fourth-Quarter GAAP EPS Was $1.19; Non-GAAP EPS Was $2.04; GAAP and Non-GAAP EPS Include a Charge of $0.05 per Share for the Acquisition of MK-8690 Sole Global Rights Reports Strength in Oncology and Animal Health, Plus Increa...

Broadcom Inc. (NASDAQ:AVGO) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years. Chris Caso of Wolfe Research upgraded Broadcom Inc. (NASDAQ:AVGO) from Peer Perform to Outperform, setting a price target of $400 on January 30. The firm’s price target implies an additional 20.7% upside from the current levels. AVGO Stock: A Strong Buy Pick Backed by Robust Cash Flow and Dividend Growth The upgrade came after channel checks indicated the company could ship as many as 7 million tensor processing units by 2028. According to the analyst, other ongoing projects are anticipated to add flexibility, giving Broadcom Inc. (NASDAQ:AVGO) additional optionality in its production and revenue outlook. In Wolfe Research’s bullish scenario, the company’s artificial intelligence revenue is projected to double by 2027. This expansion could drive earnings to around $18 per share, with the stock currently trading at roughly 22 times this projected earnings power. The research note emphasized that Broadcom’s growing presence in tensor processing units cannot be ignored. Wolfe Research highlighted the company’s accelerating growth trajectory and increasing competitiveness in this key segment, signaling that Broadcom is becoming a major player in the AI hardware space. Additionally, on January 27, Counterpoint Research reported that the company is expected to maintain its position as a leading artificial intelligence server compute ASIC design partner, capturing around 60% of the market by 2027. Broadcom Inc. (NASDAQ: AVGO) is a developer, designer, and supplier of semiconductor devices and infrastructure software solutions. It operates through the Infrastructure Software and Semiconductor Solutions segments. The company provides wireless and networking connectivity, server and storage system solutions, and broadband solutions. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside r...

Microsoft has gotten torched over the last six months - since August 2025, its stock price has dropped 23.1% to $411.99 per share. This might have investors contemplating their next move. Following the pullback, is now a good time to buy MSFT? Find out in our full research report, it’s free. Why Are We Positive On MSFT? Originally named "Micro-soft" for microcomputer software when founded in 1975, Microsoft (NASDAQ:MSFT) is a global technology company that develops software, cloud services, devices, and AI solutions for consumers, businesses, and organizations worldwide. 1. Skyrocketing Revenue Shows Strong Momentum Microsoft proves that huge, scaled companies can still grow quickly. The company’s revenue base of $153.3 billion five years ago has nearly doubled to $305.5 billion in the last year, translating into an exceptional 14.8% annualized growth rate. Over the same period, Microsoft’s big tech peers Amazon, Alphabet, and Apple put up annualized growth rates of 14.1%, 18.1%, and 8.2%, respectively. Quarterly Revenue of Big Tech Companies 2. Outstanding Long-Term EPS Growth We track the long-term change in earnings per share (EPS) because it shows whether a company’s growth is profitable. It also explains how taxes and interest expenses affect the bottom line. Microsoft’s EPS grew at an astounding 18.9% compounded annual growth rate over the last five years, higher than its 14.8% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. Microsoft Trailing 12-Month EPS (GAAP) 3. Excellent Free Cash Flow Margin Boosts Reinvestment Potential Free cash flow isn't a prominently featured metric in company financials and earnings releases, but we think it's telling because it accounts for all operating and capital expenses, making it tough to manipulate. Cash is king. Microsoft has shown terrific cash profitability, driven by its lucrative business model that enables it to reinvest, return capital to investors, and...

Tesla introduces new Model Y variant in US priced at $41,990 Reuters

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Could Broadcom Inc (AVGO) Double Its Revenue in Two Years? Yahoo Finance

3 Reasons MSFT Has Explosive Upside Potential Yahoo Finance

Tesla introduces new Model Y variant in US priced at $41,990 Reuters

康方生物(09926.HK)：授予济川药业伊喜宁®独家商业化权益，获8000万元授权费 FX168

格隆汇2月3日｜有媒体援引知情人士透露，中国芯片设计商澜起科技计划将其香港上市发行价定在区间上限，有望筹集70亿港元。这家总部位于上海的公司拟将其香港上市的6590万股股票定价为每股106.89港元。该价格较周一177.93元人民币的收盘价折价约47%。知情人士表示，澜起科技计划于周二停止接受机构投资者认购，较原定计划提前一天。澜起科技成立于2004年，主要设计旨在加速数据中心及AI加速器内部数据流转的芯片。该公司表示，将把此次发行的所得款项用于人才招聘、投资及并购。

Palantir IR Palantir

Palantir IR Palantir

Broadcom Inc. to Announce First Quarter Fiscal Year 2026 Financial Results on Wednesday, March 4, 2026 Broadcom

Broadcom Inc. (NASDAQ:AVGO) is included in our list of the best AI data center stocks to buy now. Broadcom (AVGO) Cited As Top Compute Stock Amid Strong AI Semiconductor Demand BofA, in a note dated January 26, 2026, set out the semiconductor market as “stretched semicaps, compelling compute, and half-full analog,” emphasizing compute as the most desirable segment. Broadcom Inc. (NASDAQ:AVGO) was listed as one of BofA’s top four compute stocks, alongside Nvidia, AMD, and Credo. The group currently trades at about 24x CY27 earnings, or 0.5x PEG, which BofA considers a compelling valuation backdrop. Looking ahead, the firm anticipates that this group will generate average sales growth of 42% and adjusted EPS growth of 49% between 2025 and 2027. Expectations that hyperscale cloud providers will reiterate the “mission-critical need” to invest in compute infrastructure support the thesis as well. Meanwhile, BofA’s tracker indicates that cloud capex will grow by 38% year-over-year in 2026, possibly reaching 50%+ by year’s end, while overall free cash flow is still positive. On January 15, 2026, Wells Fargo upgraded Broadcom Inc. (NASDAQ:AVGO) to Overweight, raising its price target from $410 to $430. This comes amid improved entry points and higher revenue projections for AI semiconductors. Earlier, on January 9, 2026, Bernstein demonstrated confidence in Broadcom’s leadership in ASICs despite growing AI competition, reiterating an ‘Outperform’ rating with a $475 target. Broadcom Inc. (NASDAQ:AVGO) focuses on designing and supplying semiconductors and infrastructure software. The company serves the data center, networking, broadband, wireless, and enterprise markets with advanced chip solutions and mission-critical software platforms that support cloud, AI, and connectivity. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. QUALCOMM (QCOM) is drawing attention after recent share price weakness, with the stock showing negative returns over the past month and past 3 months. This has prompted investors to reassess its current valuation and long term profile. See our latest analysis for QUALCOMM. At a share price of US$151.59, QUALCOMM’s recent 30 day share price return of a 12.37% decline and year to date share price return of a 12.37% decline contrast with a 3 year total shareholder return of 22.07%. This suggests momentum has cooled after earlier gains. If QUALCOMM’s recent pullback has you reassessing your watchlist, it could be a good moment to see what else is moving in high growth tech and AI stocks. So with QUALCOMM trading at US$151.59, showing recent share price declines but an implied intrinsic discount and a gap to the average analyst price target, is there still an opportunity here or is the market already pricing in future growth? Most Popular Narrative: 49.5% Undervalued QUALCOMM’s last close at $151.59 sits well below a narrative fair value of $300, which frames it as a much bigger story than the recent share price suggests. Qualcomm is a steady-growth backbone of the AI era, a proven, cash-generating semiconductor leader that is quietly positioned for a major re-rating. While most attention is on data center chips from NVIDIA or AMD, Qualcomm is building the connective layer that will bring AI to the edge, powering devices, drones, vehicles, and robots that think and communicate in real time. The company is effectively using its dominant smartphone business as a cash engine to expand into automotive, IoT, and industrial AI applications, giving it exposure to multiple secular growth drivers without the same volatility as pure-play AI chipmakers. I see Qualcomm as a lower-risk, high-upside compounder, a br...

I recently described in a Barchart article why Microsoft Corp (MSFT) stock looks cheap here, despite the market's concerns about its free cash flow (FCF). My price target is $521, or 23% higher over the next year. One play for value investors is to sell short at-the-money and out-of-the-money put options with one-month expiration periods. MSFT is down today at $424.53 per share, well off its recent Jan. 28 peak of $481.63, before its market close release of fiscal Q2 earnings on the same day. This is a near-12 % decline over several days that seems overdone. More News from Barchart MSFT stock - Barchart - last 3 months Upside Potential My Jan. 30 Barchart article discussed this ("Microsoft's Free Cash Flow Crashes Due to High Capex - But Is MSFT Stock's Dip Overdone?"). I showed why Microsoft's FCF could reach $86 billion over the next 12 months (NTM), and this could give Microsoft a $3.87 trillion market cap. That is 22.66% higher than today's market cap of $3.155 trillion, according to Yahoo! Finance. In other words, MSFT could be worth: $424.53 stock price x 1.2266 = $520.73 per share Upside: +23% Other analysts are also optimistic. Yahoo! Finance's survey of 57 analysts' price targets (PTs) is $599.58. That's +41% higher than today's depressed stock price. Similarly, Barchart's mean survey price target (PT) is $604.46. However, AnaChart.com, which tracks recent stock analysts' write-ups, shows that the average PT of 29 analysts is $511.78. That still implies upside of 20.6% from today. So, along with me, most analysts are bullish over the long-term. That does not mean MSFT stock couldn't keep falling in the near term. This prospect has elevated put option premiums. That makes it profitable for value investors to sell short puts in one-month expiration periods. Shorting MSFT Puts This play allows investors to set a lower potential buy-in point for MSFT stock and also get paid while waiting. For example, look at the March 6, 2026, option expiration period, 32 days...

小鵬汽車-W(09868.HK)：1月共交付新車20,011輛 富途牛牛

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