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Broadcom Inc. (NASDAQ:AVGO) is among the 12 Most Profitable NASDAQ Stocks to Buy Right Now. On January 27, Bank of America Securities analyst Vivek Arya reiterated the firm’s Buy rating on the stock, according to a report on TipRanks. Wall Street Projects 38% Upside To Broadcom Inc. (AVGO) This is a reaffirmation of the bank’s previous update on the stock around mid-December, when it lifted the price target to $500 from $460, citing strong prospects of AI growth. In related news, RBC Capital Markets analyst Srini Pajjuri initiated coverage of Broadcom Inc. (NASDAQ:AVGO) on January 15 with a Sector Perform rating and a $370 price target. In a research note to investors, the analyst cited strong momentum for TPUs in the short term, while adding that there was some uncertainty around the magnitude of the opportunities from OpenAI and Anthropic. Moreover, Pajjuri justified the Sector Perform rating, saying that the stock was trading at a 25% premium to Nvidia. Based on recommendations from 30 analysts, the stock is a Strong Buy, with a one-year average share price target of $457.75, representing 38% upside as of January 30. Broadcom Inc. (NASDAQ:AVGO) is a leading developer, manufacturer, and supplier of semiconductor and infrastructure software products. 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 stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Defense Stocks to Buy in the S&P 500 and 14 Best Booming Stocks to Buy Right Now. Disclosure: None.

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Wall Street Projects 38% Upside To Broadcom Inc. (AVGO) Yahoo Finance

不少人投資高息股追求的是長期穩定的現金流。高息股究竟如何選擇？恒生私有化，市場即將釋放一批現金尋求新投資。恒生股東收錢的大日子越來越近，根據滙控私有化恒生的時間表，2月4日或之前，會向恒生股東支付每股155元私有化代價。將郵寄支票予持有實體股票的股東；而透過券商買入的恒生股東，券商當日將收到相關電子銀行轉帳，再由券商轉入股東帳戶。 早前列舉部分銀行股、公用股、「中特估」概念股，以至ETF，普遍有5厘回報。當然選擇越多越好。一個簡單的方法，是參考恒生高息股30指數的成分股，有如在恒生指數裏尋找藍籌股一樣，隻隻都係。 ▍ 高息股指數一目了然 恒生高息股30指數於去年三月推出，旨在反映恒生大中型(可投資)指數中30隻高股息率證券之整體表現。指數追蹤具有連續派息記錄的上市公司，並設有動態選股機制以避免高股息陷阱。 要獲納入指數，須符合一定要求，包括6個月日均成交量至少達到2,000萬元，且須擁有至少連續三個財政年度的現金派息記錄。合資格證券隨後會根據歷史波幅及價格表現進行篩選，歷史波幅最高或價格表現最低的合資格股票將被淘汰。 最近一個完整財政年度的每股股息(扣除預扣稅)除以數據截止日(於每年3月底)之證券價格排名前30的合資格證券將被選作指數成分股；單一成分股權重上限為10%。 恒生高息股30指數於5月對截至3月止的數據進行檢討，並於每年6月進行重新調整。 現時恒生高息股30指數中，有股份股息率高達10厘。 所有成分股表列如下： 股息率* 386中國石油化工股份5.7% 857中國石油股份5.5% 1378中國宏橋4.4% 883中國海洋石油5.7% 1088中國神華5.6% 384中國燃氣6.4% 1919中遠海控12.3% 371北控水務集團5.9% 257光大環境4.5% 14希慎興業5% 316東方海外國際11.8% 83信和置業4.9% 1171兗礦能源7.3% 1908建發國際集團7.4% 1888建滔積層板4.1% 1044恒安國際5.3% 12恒基地產5.7% 101恒隆地產5.5% 1308海豐國際8.6% 1999敏華控股5.5% 152深圳國際6.6% 1336新華保險4.3% 6110滔搏10.6% 288萬洲國際7.4% 551裕元集團7.4% 8電訊盈科6.5% 683嘉里建設5.6% 3360 遠東宏信7% 823領展房產基金7.5% 303偉...

Oracle Corp (NYSE:ORCL) is one of the stocks with huge growth potential, according to the media. On January 23, Morgan Stanley cut Oracle Corp (NYSE:ORCL)’s price target to $213 from $320 while reiterating an Equal-weight rating, warning that the company’s GPU-as-a-service expansion poses “little room for error” amid rising capital needs, funding pressures, and a weaker profit outlook. Analysts Reassess Oracle Corporation (ORCL)’s Long-Term Prospects Analyst Keith Weiss noted the initiative offers sizable revenue potential but will likely push EPS below targets, with FY28 and FY30 forecasts of $8.51 and $10.02 versus Oracle’s $10.65 and $21.00 goals. The bank projects $275 billion in cumulative capex from FY26–FY28, gross debt above $400 billion, and leverage exceeding 5x, underscoring significant funding demands and ratings risk, while recommending CDS over benchmark bonds. On January 20, analysts at Guggenheim reiterated a Buy rating on Oracle Corp and set a $400 price target. In addition, the research firm reiterated that the company is its best idea in the software sector. According to the research firm, the customer concentration risks associated with the company’s association with OpenAI have been blown out of proportion. The research firm insists the company is well-positioned to unlock significant opportunities from its association with the artificial intelligence startup. Consequently, Guggenheim expects Oracle earnings per share to grow at hyper rates, with free cash flow reaching ‘very significant numbers’. Likewise, the research firm expects the company’s financial performance to become irrefutable within about 5 years. Oracle Corporation (NYSE:ORCL) is a major American technology company specializing in cloud-based solutions, enterprise software, and hardware systems. It is best known for its Oracle Database management system, cloud computing services (OCI), and software applications for business functions. While we acknowledge the potential of ORCL as ...

Baidu, Inc. (NASDAQ:BIDU) is one of the Top 15 Chinese Companies on US Exchanges. On January 20, WSJ reported that Baidu, Inc.’s AI assistant has surpassed 200 million monthly active users. Amid the growing AI competition among Chinese tech giants, Baidu’s flagship AI model Ernie Assistant is integrated into the company’s leading search engine app and on personal computers. Baidu's AI Models Continues to Expand With Ernie Assistant Surpassing 200 million Monthly Active Users Gil C / Shutterstock.com Ernie Assistant connects with major applications, including JD.com, Meituan, and Trip.com, assisting with tasks such as ordering food, booking flights, offering legal and healthcare guidance, and much more. Ernie Assistant also helps in generating videos and images, and it allows users to switch to different AI models, such as DeepSeek. Ernie is also linked to the Baidu Map and Baidu Health platforms. In other news, on January 21, Baidu Wenku, an AI-powered productivity platform and a subsidiary of Baidu, revealed that its international expansion is keeping up the pace and delivering tangible outcomes. Since Wenku’s Oreate AI debut in 2025, the AI platform has attracted over one million users worldwide. After its major upgrade in September 2025, Oreate AI saw notable growth and jumped to the top of Product Hunt’s daily rankings, gaining strong interest from users across Europe, North America, Southeast Asia, and the Middle East. Baidu, Inc. (NASDAQ:BIDU) offers online marketing and non-marketing value-added services through its internet platform in China. The company operates via two segments: Baidu Core and iQIYI. While we acknowledge the potential of BIDU 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 stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 1...

Elevar Therapeutics FDA sets PDUFA target action date of July 23, 2026 FORT LEE, N.J., Jan. 30, 2026 (GLOBE NEWSWIRE) -- Elevar Therapeutics, Inc., a majority-owned subsidiary of HLB Co., Ltd. and a fully integrated biopharmaceutical company dedicated to elevating treatment experiences and outcomes for patients who have limited or inadequate therapeutic options, today announced the U.S. Food and Drug Administration (FDA) accepted the resubmission of a new drug application (NDA) for its investigational drug rivoceranib, an oral VEGF-TKI, in combination with camrelizumab, an anti-PD-1 antibody, as a first-line systemic treatment for unresectable or metastatic hepatocellular carcinoma (uHCC). The FDA assigned a Prescription Drug User Fee Act (PDUFA) target action date of July 23, 2026. HCC is the most common type of liver cancer. Elevar on Jan. 23, 2026, submitted the NDA for rivoceranib, while Hengrui Pharma submitted a biologics license application (BLA) for camrelizumab. The FDA will review the applications under an integrated review process, as the two agents combine to form a single-therapy regimen. The resubmission was based on the FDA’s request for additional information raised in its Complete Response Letter issued on March 20, 2025. The new applications fully address the previously raised concerns. “We will continue to work closely with Hengrui to ensure full readiness throughout the FDA review process, including the inspection of relevant manufacturing facilities,” said Dong-Gun Kim, Chief Executive Officer of Elevar Therapeutics. “We will also maintain proactive communication with the FDA and remain focused on achieving a successful outcome.” In Elevar’s global Phase 3 CARES-310 study, the camrelizumab plus rivoceranib combination therapy achieved a median overall survival of 23.8 months in patients with uHCC, representing the longest overall survival reported to date among first-line treatments for uHCC. Consistent efficacy was observed across multiple pati...

We can't ignore China, says UK's Starmer after Trump criticises trade push Reuters

太火了！Moltbot GitHub大爆，首次飙破10万星标。 一大早，整个AI圈被一条「战报」彻底刷屏： Moltbot (原Clawdbot) GitHub星标数首次突破10万大关！ Moltbot之父Peter Steinberger立即晒出成绩单，一张项目星标趋势对比图引爆全网。 可以看到，爆火Moltbot的星标，几乎坐上了「火箭」直线飙升，成为全球增速最快的开源项目之一。 令人震惊的是，它的增速，甚至超越了「Linux内核」等传奇项目。 从默默无闻到登顶热榜，Moltbot仅用了短短一周的时间。 如今Moltbot的星标还在狂飙，截至发稿前达105k，Fork冲破14k。 GitHub地址：https://github.com/moltbot/moltbot 如今，全网都为之震惊，有人将Moltbot称为「GitHub上的火箭项目」。 谁能想到，2026开局即巅峰，真正现象级爆款诞生了。 10万星爆火GitHub Moltbot一夜成名 显然，Moltbot已成为当红炸子鸡，科技界的「新宠」。 Moltbot之父刚招的维护人员，就被AI实验室给挖走了 它仅用一个周末的时间，就瞬间爆火硅谷，席卷了整个世界。 如今，全世界各大平台，纷纷高调植入Moltbot。 这不，Cloudflare一早官宣通过API，即可调用AI助手「Moltworker」。 真的不用再花钱买Mac mini了！ Moltbot火出圈后，已经涌现出各种疯狂的应用场景。 接管200%工作，永别打工人 一位播客主理人Jason上手后惊叹道，「昨晚，Moltbot亲手终结了繁琐工作」。 事情是这样的，他带队在Moltbot上耗费2小时，构建了一群Clawdbot，其中，创造了一位名叫「Rick Deckard」的数字制片人。 在运行中，「Rick Deckard」不仅能预判需求，更能自主决策。 它完全接管了《This Week in Startups》、《The All-In Podcast》等播客中各种繁琐的任务，比如节目生成议程、调研嘉宾并处理后期制作。 原本，他们希望分担50%的工作，没想到AI完成了200%的任务！ Jason还表示，这种极致的协作带来了一种近乎超脱的幸福感。这种变革是「递归式」的。 初创CEO Alex Finn感慨道，这绝非某种转瞬即逝的流行趋势，而是人类历史上最...

iPhone 销量 创纪录 iPhone 17 系列，果然卖爆了。 2025 年第四季度，苹果收入为 1437.56 亿美元，同比增长 16%，创历史新高；净利润达 420.97 亿美元，同比增长 16%；毛利率也升至史无前例的 48.2%。 ▲ 图源：App Economy Insights 这其中，iPhone 销售收入同比大增 23% 至 852.7 亿美元，超过了市场和苹果自己的预期，收入创下单季新高。尽管苹果极少公布 iPhone 的销量，但 iPhone 按均价 1000 美元推算， 自新 iPhone 发布以来，几乎每天能卖出近百万台 iPhone。 所有人都想过新 iPhone 会大卖，没想到会卖得这么好，苹果股价受到提振，盘后一度涨超 2%。 只是强如苹果，内存涨价依旧是一大挑战。 市场对此态度比较消极，苹果股价收盘涨幅 0.72%。 iPhone 卖爆，面临涨价 在随后的电话会议上，苹果 CEO 蒂姆 · 库克对 iPhone 的销售表现也赞不绝口，接连使用「极其出色（fantastic）」「非同寻常（extraordinary）」等词汇形容： iPhone 实现了有史以来最佳季度表现，得益于前所未有的需求，在各个地理细分领域均创下历史新高。 值得一提的是，连续几个季度表现平平的大中华区，终于在新 iPhone 推出后逆袭：收入 255.26 亿美元，同比暴涨 38%—— 真香机 iPhone 17 和 iPhone Air，大家都抢到了吗？ ▲ 图源：彭博社 库克表示，上个季度大中华地区，升级、切换到新款 iPhone 的人数，都创下了新纪录。 除此之外，苹果的首席财务官 Kevan Parekh 表示，iPhone 在美国、拉丁美洲、西欧、南亚、中东和澳大利亚地区都创下了销量纪录， 活跃的 iPhone 数量达到历史新高——达到 25 亿台 ，多个市场从其他手机切换到 iPhone 的人次也破纪录。 iPhone 17 系列卖得很好，但外界更关注内存价格暴涨下，苹果能如何维护其利润空间，此前市场普遍持悲观情绪，苹果股价连续八周下跌。 分析师郭明錤也表示，今年下半年推出的 iPhone 18 系列，苹果的定价策略定调为「尽可能不涨价」， 至少维持起始价不变 ，以保持产品市场份额。 iPhone 的内存采购已从「半年一谈」改为「按季谈判」，今年第...

Microsoft Corp. is on track for the record books Thursday, as its more than $400 billion wipeout in stock market valuation would be the second-largest in history if it holds through the close. Shares of the software giant were down 12% as of 1:20 p.m., their biggest intraday plunge since March 2020, erasing roughly $424 billion in market value. The decline was triggered by Microsoft’s earnings after the bell Wednesday, which showed record spending on artificial intelligence as growth at its key cloud unit slowed. The only larger one-day valuation destruction in stock market history was Nvidia Corp. ’s $593 billion rout last year after the launch of DeepSeek’s low-cost AI model. Microsoft’s move is larger than the market capitalizations of about 96% of S&P 500 Index members and bigger than the values of stock markets in countries such as Finland, Vietnam and Poland, according to data compiled by Bloomberg The chill is being felt elsewhere as well, with peers including Alphabet Inc. and Nvidia each shedding more than $100 billion at one point on Thursday. The selloff comes amid heightened skepticism from investors that the hundreds of billions of dollars Big Tech is spending on AI will eventually pay off. Microsoft’s results showed a 66% rise in capital expenditures in its most recent quarter to a record $37.5 billion, while growth at its closely tracked Azure cloud-computing unit slowed from the prior quarter. “Since it is becoming even more evident that Microsoft is not going to garner a strong ROI from their massive AI investment, their shares need to be revalued back down to a level that is more consistent with its historic fair value,” said Matthew Maley , Chief Market Strategist at Miller Tabak + Co. The roughly 12% drop in Microsoft’s share price is among the worst in its history. Since it’s initial public offering in 1986, the stock has only seen a handful of days with bigger declines, including on Black Monday in 1987, during the dot-com bubble, and at the he...

Nvidia Corp. provided technical support that helped DeepSeek improve its breakthrough artificial intelligence model despite US export controls designed to restrict the Chinese startup’s access to high-end American chips, according to the Republican head of the House China committee. DeepSeek achieved cutting-edge performance with its R1 model thanks to what Nvidia called “an optimized co-design of algorithms, frameworks and hardware” for using its H800 processors, Representative John Moolenaar wrote in a letter Wednesday to US Commerce Secretary Howard Lutnick . Nvidia also proposed offering DeepSeek as an enterprise-ready product to be deployed on its hardware, Moolenaar wrote, citing records obtained from the chipmaker. “In effect, Nvidia’s technical support allowed DeepSeek to extract near-frontier performance from ‘deprecated’ H800 chips, undermining the export-control bottlenecks that US policy was designed to impose,” he wrote. Nvidia’s internal reporting shows that DeepSeek-V3 requires only 2.8 million H800 GPU hours for its full training, according to the letter. Nvidia created the H800 as a hobbled version of its H100 chip in 2023 to comply with existing export control rules, and the processor was allowed to be sold to Chinese customers until October of that year. The letter offers more detail on the extent to which Nvidia was actively working to help DeepSeek design the best model possible in the face of semiconductor constraints. The records obtained by the committee included communications between Nvidia and DeepSeek from June 2024 to May 2025. Read More: US Clears Path for Nvidia to Sell H200s to China Via New Rule Moolenaar said Nvidia’s collaboration with DeepSeek should spur tough enforcement of US conditions for allowing shipments of the company’s H200s to China following President Donald Trump ’s decision in December to ease restrictions on some AI chip sales to the world’s second-largest economy. The Commerce Department has since spelled out terms...

Trump sues IRS, Treasury Department for $10 billion over tax return leak Reuters

小米集團短線分析：超跌穀底的反彈與分歧 雪球

财联社1月29日讯（编辑 卞纯） 周四（1月29日），全球最大内存芯片制造商三星电子发布了2025年第四季度（截至12月31日）以及2025年全年业绩。 财报显示，随着科技巨头间的AI竞赛加剧存储芯片短缺问题，并导致价格大幅上涨，公司去年第四季度营业利润同比增长近3倍，创下历史新高。该公司还预测，未来存储芯片需求将保持强劲。 具体来看，三星2025年第四季度营收为93.8万亿韩元，创历史新高，环比增长9%，较上年同期增长24%。 当季公司营业利润为20万亿韩元（约合139.8亿美元），与其预期的20万亿韩元相符，较上年同期的6.49万亿韩元大幅增长208%。 全年来看，公司实现年营收333.6万亿韩元，营业利润43.6万亿韩元。这一业绩凸显出三星强大的定价能力，该公司今年的盈利增长预计将进一步加速。 现金牛业务 分业务来看，在人工智能领域强劲需求的推动下， 第四季度三星的现金牛业务（核心盈利来源）——芯片业务——营业利润达到创纪录的16.4万亿韩元，较上年同期飙升470%，较前一季度的7万亿韩元翻了一倍有余 。 而受芯片价格飙升带来的成本挤压，三星手机业务的利润则降至1.9万亿韩元。该公司表示，其手机业务今年预计将面临不断上升的成本压力。 三星显示业务的利润增长了一倍多，达到2万亿韩元，得益于其主要客户苹果iPhone 17系列的强劲销售。 未来芯片需求将保持强劲 展望未来，三星预计，随着AI竞赛加剧芯片供应紧张并推高价格，未来芯片需求将保持强劲。 三星在一份声明中表示，2026 年第一季度“持续的AI热潮预计将继续推动整个行业有利的市场环境。 不过该公司也警告称，不断上涨的存储芯片价格正在对其智能手机和显示业务造成压力，并提醒称还有其它持续存在的风险，比如全球关税。 三星联席CEO卢泰文在接受采访时表示， 此次芯片短缺的情况是“前所未有的”，并补充称不排除进一步上调存储芯片售价的可能 。 三星电子周四还表示， 其下一代高带宽内存（HBM）芯片，即HBM4，有望在本季度开始交付 。 本周有报道称，三星的HBM4芯片已通过英伟达和AMD的认证测试，将于下月开始向这两家公司供货。 目前，三星一直在HBM领域努力追赶其本土竞争对手SK海力士，后者是英伟达AI加速器的关键HBM供应商。 SK海力士周三公布的2025年第四季度财报显示，凭借内存芯片领域的竞争力以及包括HBM在...

从长远看，中国企业在海外市场具备极强的盈利潜力。 全球人工智能（AI）竞赛的终局，可能并不取决于算法的参数规模，而取决于谁的电网更稳、谁的工业基座更厚。 彭博行业研究高级中国科技分析师罗伯特·李（Robert Lea）接受第一财经记者专访时表示，电力已成为像空气和水一样的“核心大宗商品”，而中国长期超前的基础设施建设，正成为其AI竞赛中被低估的“确定性优势”。 该机构发布的《中国AI2026年展望》报告表示，在全面推进AI技术普及的背景下，中国经济受益于其AI实力的持续增强。庞大的国内市场赋予中国企业独特的战略优势，使其能够依托海量用户基础，获取训练模型所需的丰富数据资源。这些数据与注重实际应用的发展路径相结合，有望推动中国企业通过低成本、开源化的策略，并开发出深度融入社会生产生活的AI工具。 作为报告主要作者，罗伯特认为，中国正在展现一种“务实导向”的发展逻辑。对内，通过“人工智能+”行动，将技术深度嵌入全球规模最大的工业体系，把算力转化为实实在在的生产力提升；对外，则借助开源生态与具备竞争力的定价策略，在新兴市场中逐步构建起AI时代的“事实标准”（de facto standard）。 创造“人工智能+”的优势 第一财经：报告称，中国大力推动AI发展的主要受益方其实是更广泛的实体经济与消费者。这种“应用先行”的发展思路，在全球范围内是否普遍？应当如何看待该路径带来的实际效益？ 罗伯特·李： AI是一项令人兴奋的技术，但其研发需求与资本投入也极为巨大。当前，美国企业在这一领域的资本支出已达天文数字。商业必须对投资回报（ROI）有清晰的预见性，否则就成了慈善事业。虽然我对AI的定义、实际能力以及局限性持有审慎的现实主义态度，但AI终究是驱动生产力提升和效率变革的重要工具。 在当前全球AI发展的格局中，中国路径的不同之处在于，其更侧重于阶段性成果的实现。这种回报未必直接体现为即期的财务利润，它很难用具体的数字量化。例如，中国在芯片领域通过转向开发计算效率更高、能在低功耗芯片上运行的轻量化模型，并拥抱开源路径，中国已经为AI的近期应用和落地奠定了坚实基础。 这是一种更具务实精神（Pragmatic）的策略。相比之下，美国更多地采取“封闭系统”路径，某种程度上是在为了技术而技术。追求技术极限固然重要，但投资最终必须产生回报。坦率地说，我认为中国找到了更好的平衡点。 美国部...

Q : Today, there are approximately 90 million cars sold globally each year. Does Tesla have a view, based on its Robotaxi ambition, what this number will be in 5 or 10 years? How does this impact Tesla's EV strategy to have more models? A : Lars Moravy, Tesla Inc - Vice President - Vehicle Engineering: The future is autonomous, and autonomy and Cybercab will significantly change the global market size and mix. General transportation will be better served by autonomy, as it will be safer and cheaper. Tesla has the advantage of efficiency, cost, and manufacturing at scale, which will help grow this segment significantly. Tesla Inc ( NASDAQ:TSLA ) anticipates a significant increase in CapEx to over $20 billion, which may strain cash flow and require external financing. Tesla Inc ( NASDAQ:TSLA ) plans to wind down production of the Model S and X, which may disappoint some customers. Tesla Inc ( NASDAQ:TSLA ) plans to produce a million units per year of the Optimus robot, which could significantly impact US GDP. For the complete transcript of the earnings call, please refer to the full earnings call transcript . Story Continues Q: Are there still plans to launch new models to address different price segments and vehicle types which could materially expand the TAM for Tesla? A: Lars Moravy, Tesla Inc - Vice President - Vehicle Engineering: Tesla has launched its least expensive models ever and continues to expand globally. The focus is on providing Transportation-as-a-Service, with Cybercab being a major part of this strategy. There are plans for various shapes and sizes of Robotaxis, but Cybercab will be the majority. Q: Historically, Tesla has spoken about gross margin per model. Are there standalone gross margin targets for the current models, excluding the benefits for FSD sales? A: Vaibhav Taneja, Tesla Inc - Chief Financial Officer: The transportation model is changing, and we need to look at it holistically. Software will drive growth, and Tesla is focused on cost ...

MENLO PARK, Calif., Jan. 28, 2026 /PRNewswire/ -- Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025. "We had strong business performance in 2025," said Mark Zuckerberg, Meta founder and CEO. "I'm looking forward to advancing personal superintelligence for people around the world in 2026." Fourth Quarter and Full Year 2025 Financial Highlights Three Months Ended December 31, % Change Twelve Months Ended December 31, % Change In millions, except percentages and per share amounts 2025 2024 2025 2024 Revenue $ 59,893 $ 48,385 24 % $ 200,966 $ 164,501 22 % Costs and expenses 35,148 25,020 40 % 117,690 95,121 24 % Income from operations $ 24,745 $ 23,365 6 % $ 83,276 $ 69,380 20 % Operating margin 41 % 48 % 41 % 42 % Provision for income taxes (1) $ 2,586 $ 2,715 (5) % $ 25,474 $ 8,303 207 % Effective tax rate (1) 10 % 12 % 30 % 12 % Net income $ 22,768 $ 20,838 9 % $ 60,458 $ 62,360 (3) % Diluted earnings per share (EPS) $ 8.88 $ 8.02 11 % $ 23.49 $ 23.86 (2) % ____________________________________ (1) The full year 2025 provision for income taxes includes the effects of the implementation of the One Big Beautiful Bill Act during the third quarter of 2025. Absent the valuation allowance charge as of the enactment date, our full year 2025 effective tax rate would have decreased by 17 percentage points to 13%, compared to the reported effective tax rate of 30%. Fourth Quarter and Full Year 2025 Operational and Other Financial Highlights Family daily active people (DAP) – DAP was 3.58 billion on average for December 2025, an increase of 7% year-over-year. – DAP was 3.58 billion on average for December 2025, an increase of 7% year-over-year. Ad impressions – Ad impressions delivered across our Family of Apps increased by 18% and 12% year-over-year for the fourth quarter and full year 2025, respectively. – Ad impressions delivered across our Family of Apps increased by 18% and 12% year-over-year for the f...

Meta Reports Fourth Quarter and Full Year 2025 Results Meta Investor Relations

Tesla Inc (TSLA) Q4 2025 Earnings Call Highlights: Navigating Growth Amidst Challenges Yahoo Finance

中国球迷的足球大年，来得似乎格外热烈。 U23国家队刚刚夺得亚洲杯亚军，取得了历史性的突破，短短几天后，作为民间足球代表的江苏省城市足球联赛（苏超），在发布会上正式披露了新赛季的商业合作结构。 图源：江苏省城市足球联赛 2026年苏超将由「江苏银 行·苏豪控股」双冠名，阿迪达斯、蚂蚁阿福、可口可乐等24家不同级别赞助商悉数登场。其中，据直播吧此前透露，阿迪达斯将取代卡尔美，成为苏超官方服装赞助，不仅提供800万元现金支持，还将为每支参赛队伍提供价值100万元的服装装备。 这笔赞助的总体规模，已经明显超出了大众对一项省级业余联赛的常规预期，这背后，事实上也是国际运动品牌与中国足球在不同层级上的一次重新连接。 图源：江苏省城市足球联赛 01 新增15家赞助商， 「苏超」吸引力在哪？ 苏超早就成了品牌眼里的香饽饽。 据直播吧此前报道，今年苏超服装赞助竞争十分激烈，随着上赛季赞助商卡尔美出局，这一席位的争夺一度出现悬念，原本李宁准备以500万元的价格拿下权益，但阿迪达斯在此基础上给出了更高的报价与资源包。 换句话说，阿迪达斯为一个「业余」赛事，掏出了共计2100万的赞助费用。而在国内顶级足球联赛中，中超第三级别官方赞助商的年赞助金额，大致也在2000万元左右。 看上去颇为反常的赞助金额背后，其实苏超早已具备撑起这一价格区间的基础。 早在2025赛季，苏超的赞助格局就已经进入高度竞争状态。到第五轮时，苏超300万元一席的赞助名额已经全部满员，这也导致各大品牌将目光投向了城市队伍。 其中，阿里系旗下应用淘宝、支付宝、花呗和余额宝以「散装赞助」的方式出现于常州、徐州、无锡、扬州四队的赞助席位上，同时，更多本地企业与互联网平台也在抢占露出机会。其中，仅南京赛区一个赛季就签下约40家赞助商，总招商金额达到1541万元。 从苏超官方到各支球队，赞助商一席难求，已经成为业内的共识。根据江苏方面的测算，2025年苏超前7轮赛事带动多场景消费超过380亿元，其中异地文旅消费达到139.63亿元，同比增长26.48%。同时，「苏超」「票根经济」进入「2025年度十大新词语」，全网相关话题阅读量累计超过640亿。 在这些数据背后，赛事本身、城市消费、文旅产业与社交平台内容，已经形成一套相互强化、相互促进增长的结构。 体育产业生态圈摄于现场 也正是在这样的基础上，苏超的权益价格和资源配置方式都在向...

格隆汇1月28日｜据中指研究院数据，2025年北京二手住宅成交17.4万套，同比微降0.8%，年底二手房成交集中释放，叠加放松限购政策带动，12月市场迎来“翘尾”收官，成交17200套，创下全年第二高成交量。上海二手住宅成交22.2万套，为2022年以来最高成交量，同比增长4%，12月二手住宅成交19935套；价格方面，12月上海二手住宅价格环比下跌1.34%，同比下跌6.7%，市场延续“以价换量”。广州市场去化持续承压，短期二手房价格仍面临调整压力。12月广州二手住宅价格环比下跌1.15%，同比下跌8.45%。深圳二手住宅成交5.6万套，同比增长3.2%，12月二手住宅成交4941套，为下半年以来月度最高成交量，环比增长10.5%，年末实现“翘尾”。

电网设备板块盘初冲高，智光电气涨停 2026-01-28 09:38:46 来源： 同花顺7x24快讯 分享 文章提及标的 安科瑞 -- 积成电子 -- 电网设备 -- 通光线缆 -- 宁波富邦 -- 智光电气 -- 电网设备（881278）板块盘初冲高，智光电气（002169）涨停，安科瑞（300286）、积成电子（002339）、通光线缆（300265）、宁波富邦（600768）、汉缆股份（002498）跟涨。相关ETF方面，电网设备ETF广发（159320）(159320)涨0.62%，成交额612.62万元，电网设备ETF(159326)涨0.74%，成交额1.15亿元。

格隆汇1月28日｜中指研究院数据监测：2025年12月百城二手住宅均价为13016元/平方米，环比下跌0.97%，跌幅较上月扩大0.03个百分点，同比下跌8.36%。新房方面，12月，深圳、北京、上海、南京等城市均有高端改善项目入市，带动百城新房价格环比结构性上涨，百城新建住宅均价为17084元/平方米，环比上涨0.28%，同比上涨2.58%。租赁住宅方面，12月市场处于传统淡季，租住需求规模维持低位运行，50城住宅平均租金为34.16元/平方米/月，环比下跌0.60%，同比下跌3.62%。

港股半导体板块盘初拉升，长飞光纤光缆涨超15% 2026-01-28 09:35:31 来源： 同花顺7x24快讯 分享 文章提及标的 华虹半导体 -- 上海复旦 -- ASMPT -- 中芯国际 -- 长飞光纤光缆 -- 半导体 -- 港股半导体（885756）板块盘初拉升，长飞光纤光缆（HK6869）涨超15%，华虹半导体（HK1347）涨超4%，中芯国际（HK0981）、上海复旦（HK1385）、ASMPT（HK0522）跟涨。

铜缆高速连接概念股高开，长飞光纤涨停创新高 2026-01-28 09:28:52 来源： 同花顺7x24快讯 分享 文章提及标的 盛洋科技 -- 太辰光 -- 长飞光纤 -- 通宇通讯 -- 长芯博创 -- 中天科技 -- 铜缆高速连接（886073）概念股高开，长飞光纤（601869）涨停创新高，太辰光（300570）涨超10%，长芯博创（300548）、盛洋科技（603703）、中天科技（600522）、通宇通讯（002792）、富士达跟涨。市场分析人士表示，铜缆高速连接（886073）概念股此番异动，背后有着多重因素驱动。从行业趋势来看，AI算力集群扩张带动数据中心铜缆需求持续放量。 暗盘资金正涌入这些股票，点击速看>>>

据消息人士周三透露，SK海力士已获得美国科技巨头英伟达超过三分之二的高带宽内存（HBM）供应订单，这些订单将用于今年生产的Vera Rubin人工智能（AI）平台。 消息人士称，英伟达已将其用于该先进AI架构的HBM4需求的约70%分配给SK海力士，高于市场此前约50%的预期。 行业研究机构Counterpoint Research近期预测，2026年，SK海力士将占据全球HBM4市场54%的份额，三星电子将以28%位居第三， 美光 科技将以18%位居第四。 一位业内人士表示：“随着HBM4今年开始量产，市场将进入一个新阶段。” 外界普遍预期三星电子和SK海力士将于周四发布财报时公布各自的HBM4业务战略。 消息人士称，英伟达和 AMD 近期也完成了对三星电子HBM4产品的质量测试，预计将于下月正式供货。 责任编辑：于健 SF069

Sequoia Capital 在 2026: This is AGI 这篇文章中断言 AGI 就是把事情搞定（Figure things out）的能力。 如果说过去的 AI 是 Talkers 的时代，那么 2026 年则是 Doers 的元年。转变的核心载体正是 Long Horizon Agents（长程智能体）。这类 Agent 不再满足于对上下文的即时回复，而是具备了自主规划、长时间运行以及目标导向的专家级特征。从 Coding 到 Excel 自动化，原本在特定垂直领域爆发的 Agent 能力，正在向所有复杂任务流扩散。 作为 LangChain 的创始人，Harrison Chase 一直处于这场变革的最前沿。本文编译了 Sequoia Capital Sonya Huang & Pat Grady 访谈 Harrison Chase 的最新播客。作为站在 Agent 基础设施最前沿的先行者，Harrison 揭示了为什么 Agent 正迎来其爆发的“第三个拐点”。 核心 Insight 提炼： • Long Horizon Agents 价值在于为复杂任务提供高质量初稿； • Agent 的突破需要围绕模型构建的、有主见的（Opinionated）软件外壳（Harness），文件系统权限将成为所有 Agent 的标配； • 通用 Agent 可能就是一个 Coding Agent； • Traces 成为新的 "Source of Truth"； • 相比于通用模型，一个经过长时间磨合、内化了特定任务模式与背景记忆的 Agent，将形成极高的 moat； • 理想的 Agent 交互是异步管理和同步协作的统一。 01. Long-Horizon Agents 的爆发 Sonya Huang： 你怎么看 Long Horizon Agents ？对于红杉最新的文章，哪些观点是你同意的，哪些你不同意？ Harrison Chase： 我同意它们终于开始真正 work 了。让 LLM 在一个循环中运行并自主决策，这一直是 Agent 的核心理念。AutoGPT 就是这样，它之所以能激发人们的想象力，是因为 LLM 在循环中能自主决定下一步做什么。 问题在于，当时的模型不够好，周围的 Scaffolding 和 Harness 也不够好。 现在模型变强了，...

SK海力士满足了英伟达三分之二的HBM4需求 2026-01-28 08:29:43 来源： 同花顺7x24快讯 分享 文章提及标的 英伟达 -- SK海力士满足了英伟达（NVDA）三分之二的HBM4需求。(新浪财经)