Qualcomm QCOM shares are down 5% since its fiscal first quarter report last Wednesday, and have now fallen nearly 20% year to date. Even though Qualcomm exceeded quarterly expectations, its guidance came in below Wall Street's estimates, attributed to the well-documented memory chip shortage. Despite record Q1 sales, a cautious tone surrounding the shortage from Qualcomm’s management has weighed on investor sentiment and analysts' outlook for the stock. Triggering a Zacks Rank #5 (Strong Sell), Qualcomm is experiencing an unfavorable trend of declining EPS revisions, and lands the Bear of the Day. Zacks Investment Research Image Source: Zacks Investment Research The Global Memory Chip Shortage Qualcomm has emphasized that memory chip shortages are hurting smartphone demand, which directly impacts its core handset processor business. The company has warned that original equipment manufacturers (OEMs) are pulling back on orders due to memory constraints, which is expected to weigh on sales in the near term. While investors love upstream suppliers during a shortage that can raise prices, such as storage and flash-chip memory providers, like Sandisk SNDK and Western Digital WDC, they typically avoid downstream component providers in the supply chain, like Qualcomm, which designs processors and modems that go into the finished devices. In other words, upstream suppliers sell the scarce resource; downstream suppliers depend on it. Weak Guidance & Declining EPS Revisions Qualcomm’s Q2 revenue guidance of $10.2–$11 billion missed the consensus estimates of $11.1 billion. More concerning, Q2 EPS guidance of $2.45–$2.65 was well under the Zacks Consensus of $2.85. Suggesting more downside risk ahead is that over the last 30 days, Qualcomm's fiscal 2026 and FY27 EPS estimates have now dropped over 7%, following a noticeable decline in the last week. Zacks Investment Research Image Source: Zacks Investment Research Bottom Line Ironically, skyrocketing demand for AI data centers...

Qualcomm QCOM shares are down 5% since its fiscal first quarter report last Wednesday, and have now fallen nearly 20% year to date. Even though Qualcomm exceeded quarterly expectations, its guidance came in below Wall Street's estimates, attributed to the well-documented memory chip shortage. Despite record Q1 sales, a cautious tone surrounding the shortage from Qualcomm’s management has weighed on investor sentiment and analysts' outlook for the stock. Triggering a Zacks Rank #5 (Strong Sell), Qualcomm is experiencing an unfavorable trend of declining EPS revisions, and lands the Bear of the Day. Zacks Investment Research Image Source: Zacks Investment Research The Global Memory Chip Shortage Qualcomm has emphasized that memory chip shortages are hurting smartphone demand, which directly impacts its core handset processor business. The company has warned that original equipment manufacturers (OEMs) are pulling back on orders due to memory constraints, which is expected to weigh on sales in the near term. While investors love upstream suppliers during a shortage that can raise prices, such as storage and flash-chip memory providers, like Sandisk SNDK and Western Digital WDC, they typically avoid downstream component providers in the supply chain, like Qualcomm, which designs processors and modems that go into the finished devices. In other words, upstream suppliers sell the scarce resource; downstream suppliers depend on it. Weak Guidance & Declining EPS Revisions Qualcomm’s Q2 revenue guidance of $10.2–$11 billion missed the consensus estimates of $11.1 billion. More concerning, Q2 EPS guidance of $2.45–$2.65 was well under the Zacks Consensus of $2.85. Suggesting more downside risk ahead is that over the last 30 days, Qualcomm's fiscal 2026 and FY27 EPS estimates have now dropped over 7%, following a noticeable decline in the last week. Zacks Investment Research Image Source: Zacks Investment Research Bottom Line Ironically, skyrocketing demand for AI data centers...

Qualcomm QCOM shares are down 5% since its fiscal first quarter report last Wednesday, and have now fallen nearly 20% year to date. Even though Qualcomm exceeded quarterly expectations, its guidance came in below Wall Street's estimates, attributed to the well-documented memory chip shortage. Despite record Q1 sales, a cautious tone surrounding the shortage from Qualcomm’s management has weighed on investor sentiment and analysts' outlook for the stock. Triggering a Zacks Rank #5 (Strong Sell), Qualcomm is experiencing an unfavorable trend of declining EPS revisions, and lands the Bear of the Day. The Global Memory Chip Shortage Qualcomm has emphasized that memory chip shortages are hurting smartphone demand, which directly impacts its core handset processor business. The company has warned that original equipment manufacturers (OEMs) are pulling back on orders due to memory constraints, which is expected to weigh on sales in the near term. While investors love upstream suppliers during a shortage that can raise prices, such as storage and flash-chip memory providers, like Sandisk SNDK and Western Digital WDC, they typically avoid downstream component providers in the supply chain, like Qualcomm, which designs processors and modems that go into the finished devices. In other words, upstream suppliers sell the scarce resource; downstream suppliers depend on it. Weak Guidance & Declining EPS Revisions Qualcomm’s Q2 revenue guidance of $10.2–$11 billion missed the consensus estimates of $11.1 billion. More concerning, Q2 EPS guidance of $2.45–$2.65 was well under the Zacks Consensus of $2.85. Suggesting more downside risk ahead is that over the last 30 days, Qualcomm's fiscal 2026 and FY27 EPS estimates have now dropped over 7%, following a noticeable decline in the last week. Bottom Line Ironically, skyrocketing demand for AI data centers has diverted memory supply away from smartphones, causing OEM production delays and forcing Qualcomm to lower its guidance. Althoug...

格隆汇2月11日｜伯恩斯坦将可口可乐目标价从4550便士上调至5000便士。

3m ago 09.15 GMT Teams: Australia: Josh Inglis (wk), Travis Head (c), Cameron Green, Matt Renshaw, Marcus Stoinis, Glenn Maxwell, Cooper Connolly, Xavier Bartlett, Nathan Ellis, Adam Zampa, Matthew Kuhnemann Ireland: Paul Stirling (c), Ross Adair, Harry Tector, Lorcan Tucker (wk), Curtis Campher, Ben Calitz, George Dockrell, Gareth Delany, Mark Adair, Barry McCarthy, Matthew Humphreys Share 10m ago 09.08 GMT Australia win the toss and will bat first Travis Head gets the rub of the coin and Australia will have first used of what the moustachioed marvel says “looks like a good surface.” A slightly rueful looking Paul Stirling admits he would have done the same. Teams incoming! Share 13m ago 09.05 GMT Meanwhile, Afghanistan have just taken South Africa to a Super Over in Ahmedabad with both sides posting 187. Drama! Share 21m ago 08.57 GMT Breaking news: Australia captain Mitch Marsh ruled out The news has just landed that Aussie captain Mitchell Marsh has been ruled out of this opening match against Ireland having suffered a blow to the groin during training earlier this week. Apologies if you are just dipping into your morning muesli or evening meal but Marsh is suffering with “testicular bleeding.” Poor chap. “He [Marsh] is experiencing ongoing pain and discomfort which is restricting his movement,” say Cricket Australia in their statement. “Scans have confirmed internal testicular bleeding, and he will require a period of rest and rehabilitation. His return to play will be guided by symptom resolution and medical advice. Standby player Steve Smith will travel to Sri Lanka as cover to acclimatise and prepare, should he be required.” So Steve Smith is called up to join the squad, we’ll have more news at the toss shortly. Australia only have 12 fit players to pick their starting XI from! Travis Head will captain today’s match in Marsh’s absence. Steve Smith is likely hot footing it to an airport with a smile on his face (whilst showing requisite concern for Marsh’s in...

格隆汇2月11日｜美团LongCat发布原生“深度研究”Agent（智能体）。基于独创三层智能体闭环架构及美团积累的物理世界数据训练，该产品有效缓解了当前AI在解决真实物理世界问题时容易出现幻觉的痛点。用户盲测显示，其攻略“整体可用率”达61.1%，优于ChatGPT的42.8%。目前该功能已在LongCat网页免费开放。

总部位于马萨诸塞州沃尔瑟姆的波士顿动力公司在其X平台账号上宣布， 现代汽车 集团旗下机器人子公司波士顿动力的首席执行官Robert Playter即将卸任。 周三首尔股市交易中，现代汽车股价上涨5.9%，此次管理层变动引发市场预期，这家汽车制造商计划加速其机器人业务的商业化进程。 麦格理驻首尔分析师James Hong表示：“该股上涨似乎是因为首席执行官辞职的消息。”他补充称，佩尔特的团队在机器人研发方面一直“以研发为导向”。 韩国大信证券的一份报告指出，有媒体报道称波士顿动力的机器狗已在英国一座核电站投入使用，这也推动了股价上涨。 掌控现代汽车与起亚汽车的现代汽车集团于2021年收购了波士顿动力的多数股权。 今年1月，现代汽车表示计划在其位于美国佐治亚州的制造工厂投用波士顿动力生产的人形机器人。 起亚汽车股价上涨4.6%。 责任编辑：李肇孚

AndreyPopov/iStock via Getty Images BETA Technologies ( BETA ) shares jumped in after-hours trading Tuesday following a regulatory filing showing that Amazon.com ( AMZN ) has taken a 5.3% stake in the electric aviation firm. According to a Schedule 13G filed with the Securities and Exchange Commission, Amazon ( AMZN ) beneficially owns 11,753,896 shares of BETA Technologies ’ Class A common stock and has sole voting and investment power regarding the shares held by NV Holdings. BETA Technologies ( BETA ) shares rose 17% post-market. More on BETA Technologies, Inc. BETA Technologies - Turbulent Times BETA Technologies, Inc. (BETA) Q3 2025 Earnings Call Transcript BETA Technologies, Inc. 2025 Q3 - Results - Earnings Call Presentation ClearBridge Small-Cap Growth trims Duolingo, Biohaven, QLYS; Adds PTGX, SSD, BETA, DYN in Q4 BETA Technologies GAAP EPS of -$9.83 misses by $4.46, revenue of $8.92M beats by $2.21M

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格隆汇2月11日｜据纽约时报，美国联邦航空管理局(FAA)已暂停埃尔帕索机场(El Paso)所有航班运营，为期10天。

格隆汇2月11日｜有投资者在互动平台向航宇科技提问：公司近年航空发动机零部件业务保持了良好的发展势头。请问贵司海外主要业务客户有哪些？未来几年前景如何？ 航宇科技回复称，公司海外客户主要包括GE航空、普惠（P&W）、赛峰（SAFRAN）、罗罗（RR）等国际主流商用航空发动机制造商。2025年，全球航空业持续增长。空客全年共交付商用飞机793架，截至2025年末储备订单量创下8754架的纪录（其中宽体机1124架）；波音全年交付商用飞机600架，储备订单达6720架。双方在最新的全球市场预测中均指出，未来20年全球新机需求量将超过4.2万架，国际民用航空制造产业链将长期受益于此增长趋势。

In a market where tech giants crash while reporting a 60% surge in profits, this might be the most foolproof strategy to play tech today. I wouldn't blame anyone for being confused by the tech sector's recent whipsaw movements. From shares of Microsoft cratering 10% on the same day that it reports a 60% jump in year-over-year profits, to shares of Apple falling despite the company beating analysts' expectations, the outlook for tech stocks feels especially murky today. One solution, in the words of legendary investor John Bogle, would be to "buy the haystack" rather than trying to just find the needle. The Vanguard Group founder, whose teachings on the advantages of low-cost index funds created legions of fans, preached simplicity and diversification in capturing the market's long-term upside. It may seem counterintuitive, but casting a wide net and having exposure to hundreds of companies can position you for tremendous returns. After all, the S&P 500 index -- which tracks the performance of America's 500 largest public companies -- has returned 667% so far this century. This approach will expose investors to plenty of losers, of course. But while the farthest that a stock can fall is 100%, others go on to return hundreds of thousands of percent or more. It's very rare, but that's where buying the haystack comes in. Anyone buying the S&P 500 in November 2001 would have gained exposure to Nvidia's 40,630% rise (ironically, it joined the index back then by replacing Enron). Of course, the S&P 500 contains companies across every sector. For investors seeking exposure to technology, a fund to consider is the Vanguard Information Technology ETF (VGT 0.41%). Buy the haystack for just 0.09% per year in fees The Vanguard Information Technology ETF offers broad exposure to the information technology sector, with some of its biggest holdings including Nvidia with 17.5% of funds invested, Apple with 14.89% of funds invested, and Microsoft with 12.19% of funds invested. Expand...

In this article DSY-FR Follow your favorite stocks CREATE FREE ACCOUNT HANGZHOU, CHINA - JUNE 14, 2024 - A guest walks past the logo of the 2024 Dassault Systemes Automotive and Transportation Industry Summit Forum in Hangzhou, Zhejiang province, China, June 14, 2024. (Photo credit should read CFOTO/Future Publishing via Getty Images) Cfoto | Future Publishing | Getty Images Shares of French software giant Dassault Systèmes plummeted as much as 21% in early trade on Wednesday, putting the stock on track for its worst trading day ever. By 8:50 a.m. in London, the Paris-listed shares were 21% lower, after trading of the stock was briefly suspended at the open. Stock Chart Icon Stock chart icon Dassault Systemes share price It came after the company published its fourth-quarter earnings on Wednesday morning, which showed adjusted revenues from software dropped 5% in the final three months of last year. For the full year, total revenue was flat at a weaker-than-expected 6.24 billion euros ($7.43 billion), and software revenue also showed little growth at 5.64 billion euros. Analysts had been expecting total revenues to hit 6.3 billion euros, according to LSEG data. This is a breaking news story. Please refresh for updates.

欧盟委员会主席乌尔苏拉・冯德莱恩周三表示，欧盟必须简化对在欧开展业务企业的监管规定，以提升欧盟与美国、中国等经济体的竞争力。 她在欧洲议会的一次演讲中说：“我再以美国为例。一个金融体系，一个金融首都，再加上少数其他金融中心。而在欧洲，我们不仅有27个不同的金融体系，每个体系都有各自的监管机构。” 她补充道：“而且，我们整个欧盟内还有超过300个交易场所。这是极度的市场分割。我们需要一个庞大、深入且流动性充足的资本市场，而这正是我们储蓄与投资联盟的目标。” 冯德莱恩还表示，她将提议欧盟领导人在3月的欧盟峰会上，通过一份截至2028年的单一市场联合路线图，明确深化欧盟单一市场各项举措的实施时间表。 责任编辑：李肇孚

这波亮眼的销售战果成为香港住宅市场复苏的最新迹象

在试图筹集数百亿美元新资金之际，OpenAI 将在 ChatGPT 内嵌入购物功能视作一项重大商业机遇。但与此同时，该公司仍在解决一些最基础的电商合规问题。 据两名与 OpenAI 电商团队有过沟通的人士透露，这其中就包括如何妥善处理美国各州销售税 —— 团队内部尚未确定，应如何对通过其平台产生的交易征收销售税。 OpenAI 从去年下半年开始在 ChatGPT 内加入结账功能，在应用内销售来自 Etsy、Shopify 等平台商家的商品。这些外部服务商负责处理交易，包括大部分与销售税相关的工作。 但如果 ChatGPT 购物功能想要真正大规模铺开，就必须接入更丰富的商品品类，包括各大品牌，这可能迫使它自行承担更多交易处理环节 —— 其中就包括征收销售税 。 这意味着 OpenAI 需要自建税金收缴与上缴能力，并增设税务合规人员。 如果未来 OpenAI 真的做成规模可观的购物业务，还可能成为各州税务审计的重点目标。此前已有多家互联网公司，因各州认定其应代收销售税，而被要求补缴往期税款。 税务问题只是 OpenAI 面临的众多障碍之一。该公司希望将购物打造成一项重要收入来源，从 ChatGPT 大量免费用户身上变现。 早期推进过程中，它不得不直面电商领域那些并不光鲜的细节，例如把商品数据标准化到 AI 能稳定理解的格式，为此它也依赖 Shopify、Etsy 等电商公司来简化流程。 过去十年间，美国数十个州陆续出台了 平台服务商税法 。 这类法律通常要求连接买卖双方的应用代收并上缴销售税，即便应用本身不持有库存，具体认定取决于交易架构设计。综合电商平台会销售大量其他零售商的多品类商品，而单一品牌零售商（如箱包、鞋类）品类则更集中。 亚马逊 等大型电商平台多年来一直在争论：究竟应由平台还是单个卖家负责代收销售税。 而各州则通过司法裁决，越来越多地将这一责任推给平台。 线上平台必须精通全美各州数千条时常变动的税务规则。 例如，不同州会根据服装被归类为必需品还是奢侈品，适用不同税率；或是对特定价格以下的商品提供免税期、税收减免。大型平台因其体量，也往往是州级审计的重点目标。 安永负责州及地方税务的董事总经理迈克尔・瓦瑟（针对 AI 企业电商税务策略泛泛而谈）表示： “最重要的是，它们必须清楚潜在的税务影响。在我们看来，在开展业务前就弄清楚这一点总是明智的，免得等到客户已经...

中芯國際2025年銷售收入創新高 hkcna.hk

中芯國際2025年銷售收入創新高 hkcna.hk

中芯國際2025年銷售收入創新高 hkcna.hk

中芯國際2025年銷售收入創新高 hkcna.hk

恒瑞医药（HK1276）公告，子公司苏州盛迪亚生物医药有限公司的注射用瑞康曲妥珠单抗(SHR-A1811)被国家药品监督管理局药品审评中心纳入突破性治疗品种名单。该药品拟定适应症为HER2(ERBB2)激活突变的局部晚期或转移性非小细胞肺癌患者的一线治疗。

Ирина Мещерякова/iStock via Getty Images I'm a fan of NEOS ETFs and their funds, and so I am always interested to see when they release new funds. The last time I covered one of their newer funds, they gave gold the high-income treatment, and I was impressed. Being already on record as bullish on MLPs and energy infrastructure more broadly, I was delighted to see the NEOS MLP High Income ETF ( MLPI ), which launched just a few months ago. It seems to be based loosely on the AMLP ETF, which I wrote about recently , but includes NEOS' famous (relatively) covered call management. MLPI ETF Overview Launched in December 2025, the relatively new MLPI ETF currently boasts monthly dividends, net assets under management of ~$170M, and no K-1 tax forms. NEOS Over its lifetime, the fund has returned positively to shareholders, although this has also been a good time for the sector in general, and it is too short to tell. MLPs have an okay track record overall, especially on the income front, and so the limited operating history doesn't limit our look into the asset class' history. Here is MLPI against AMLP, a non-covered call fund with extremely similar holdings (I believe they use the same index), and AMLP's longer history, going back to its launch in 2010. Note: total return assumes all dividends are reinvested as they are distributed. Data by YCharts Data by YCharts In both charts, I am using total return. This is important for MLPs in general, since they distribute a large portion of their total return through cash distributions, but also for covered call funds, since they distribute even more of their gains this way. We can see it clearly in the price vs. total return chart already, even in MLPI's limited operating history. Data by YCharts MLPI Holdings & Options Strategy Here are MLPI's top holdings, including heavy hitters in the sector like Williams Companies ( WMB ), Enbridge ( ENB ), and TC Energy Corp ( TRP ). NEOS ETFs These are almost identical to the holdings of ...

格隆汇2月11日丨现代汽车集团旗下机器人子公司波士顿动力宣布，其首席执行官罗伯特·普莱特将卸任。现代汽车周三在首尔交易时段股价上涨5.9%。此次领导层变动引发市场预期，认为该汽车制造商将加速机器人业务的商业化进程。现代汽车集团于2021年收购了波士顿动力的多数股权。今年1月，现代汽车表示计划在其位于美国佐治亚州的制造工厂部署波士顿动力生产的人形机器人。

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财联社2月11日讯（编辑 史正丞） 随着马斯克将太空业务的重心转向月球，世界首富又给全球股民画了个新“饼”： 在月球上建设一座人工智能卫星工厂，并配置一座巨型弹射器将卫星发射升空。 据悉，当地时间周二晚间，马斯克在人工智能公司xAI的员工大会上发表上述愿景。 马斯克在会上强调， 此举将帮助xAI掌握更多算力以构建人工智能 。他说道：“我们很难想象那样规模的智能会思考些什么，但看到这一切真正发生，本身就会是一件令人无比兴奋的事。” 受科幻小说《严厉的月亮》启发，马斯克还将月球弹射器称为“质量驱动器”（mass driver），作为一整套算力卫星生产设施的配套基建。 上周，马斯克将xAI与民营航天巨头SpaceX合并，当时仅表示要在外太空建立人工智能数据中心。仅仅过了一周，这一设想已经扩展到月球表面。 需要说明的是，自马斯克2002年创办SpaceX以来，他的目标一直是让人类成为“多行星物种”——首要目标就是建立火星基地。但近几个月来，他开始越来越多地把目光聚焦于月球。 在周二的讲话中，马斯克将月球形容为 前往火星的跳板 ，并称 公司会先在月球上建设一座能够“自我维持”的城市，然后再前往火星 ，最终踏上寻找外星生命的开拓旅途。 在上周末的社交媒体帖子中，马斯克曾解释称， 每隔26个月才有一次前往火星的发射窗口，单程就要花6个月。但每隔10天就能向月球发射一次，两天就能到，因此迭代完成月球城市建设的速度要比火星城市快得多。 （来源：X） 他也坦承，建设一座月球城市的目标有可能在10年内实现，而火星城至少要20年以上。 吐露“升级版微信”开发愿景 需要说明的是，与SpaceX合并的xAI，去年刚收购了承载马斯克打造“升级版微信”（WeChat++）的X。X的前身是社交媒体公司推特，获马斯克收购后私有化退市。世界首富透露，目前X的月活用户数量约为6亿。 马斯克也在周二谈论了X的开发愿景。他说道：“大多数人只有在发生重大世界事件时才打开X应用，我们显然会给人们理由、令人信服的理由每天使用这个应用。 我的预期是，日活用户将远超十亿 。” 世界首富表示，未来几个月将上线更多服务，例如名为X Money的银行功能，还有一个“独立聊天应用”。 而对于xAI创始团队接连走人一事，马斯克也在周二间接予以回应。 他表示：“在任何一个技术赛道上，只要你的推进速度快于所有人，你就会成为领导者，而...

SOXL260213C00064500 互動股市圖表 | SOXL Feb 2026 64.500 call 股市 Yahoo 財經

格隆汇2月11日｜花旗将安德玛的评级从“中性”下调至“卖出”，目标价为6.2美元。(格隆汇)