格隆汇2月11日｜现货黄金涨0.71%，报5059.46美元/盎司；现货白银涨4%，报83.86美元/盎司。

惠誉评级分析师在评论中指出，稳固的执政联盟将成为泰国大选后财政前景的决定性因素。稳定的政治联盟将降低不确定性，有助于制定更具可预测性的中期经济与财政政策。 泰国长期面临政治动荡，近年来总理更迭频繁。更高的政治稳定性有望支撑投资与经济增长。然而在当前经济面临逆风、旅游业复苏缓慢的背景下，新联合政府能否就推进结构性改革达成共识仍存变数。 责任编辑：王许宁

Heritage Wealth Management Inc. CA lessened its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 14.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,111 shares of the semiconductor manufacturer's stock after selling 2,612 shares during the quarter. Broadcom comprises 3.6% of Heritage Wealth Management Inc. CA's investment portfolio, making the stock its 5th biggest holding. Heritage Wealth Management Inc. CA's holdings in Broadcom were worth $5,315,000 as of its most recent filing with the Securities and Exchange Commission (SEC). A number of other institutional investors have also added to or reduced their stakes in AVGO. Longfellow Investment Management Co. LLC bought a new stake in shares of Broadcom during the second quarter worth about $27,000. Teachers Insurance & Annuity Association of America acquired a new position in Broadcom during the 2nd quarter valued at about $28,000. LGT Financial Advisors LLC bought a new stake in Broadcom during the 2nd quarter worth approximately $31,000. New England Capital Financial Advisors LLC purchased a new stake in shares of Broadcom in the second quarter worth approximately $31,000. Finally, JCIC Asset Management Inc. bought a new position in shares of Broadcom in the third quarter valued at approximately $31,000. 76.43% of the stock is owned by institutional investors and hedge funds. Get Broadcom alerts: Sign Up Trending Headlines about Broadcom Here are the key news stories impacting Broadcom this week: Broadcom Stock Performance Shares of AVGO opened at $340.44 on Wednesday. Broadcom Inc. has a 1 year low of $138.10 and a 1 year high of $414.61. The company has a debt-to-equity ratio of 0.76, a current ratio of 1.71 and a quick ratio of 1.58. The stock's fifty day moving average price is $346.93 and its two-hundred day moving average price is $340.06. The firm has a market cap of $1.61 trillion, a PE ra...

Harel Insurance Investments & Financial Services Ltd. lifted its holdings in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 92.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 574,878 shares of the software giant's stock after purchasing an additional 276,225 shares during the period. Microsoft comprises about 2.7% of Harel Insurance Investments & Financial Services Ltd.'s portfolio, making the stock its 10th largest holding. Harel Insurance Investments & Financial Services Ltd.'s holdings in Microsoft were worth $297,737,000 at the end of the most recent quarter. A number of other hedge funds and other institutional investors have also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC boosted its holdings in shares of 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 last quarter. Bayforest Capital Ltd purchased a new position in shares of Microsoft during the third quarter worth $38,000. LSV Asset Management acquired a new stake in shares of Microsoft in the fourth quarter valued at $44,000. University of Illinois Foundation purchased a new stake in shares of Microsoft in the 2nd quarter valued at $50,000. Finally, ROSS JOHNSON & Associates LLC raised its holdings in shares of Microsoft by 155.7% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant's stock valued at $59,000 after buying 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 Microsoft Trading Down 0.1% Shares of MSFT opened at $413.27 on Wednesday. The stock has a fifty day moving average of $465.44 and a two-hundred day moving average of $494.72. The company has a debt-to-equit...

ASR Vermogensbeheer N.V. decreased its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,073,148 shares of the iPhone maker's stock after selling 20,770 shares during the quarter. Apple makes up approximately 6.4% of ASR Vermogensbeheer N.V.'s portfolio, making the stock its 2nd biggest position. ASR Vermogensbeheer N.V.'s holdings in Apple were worth $527,863,000 as of its most recent SEC filing. Get Apple alerts: Sign Up A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Norges Bank purchased a new position in Apple in the second quarter worth $38,942,255,000. Nuveen LLC purchased a new stake in shares of Apple during the first quarter valued at approximately $17,472,482,000. PKS Advisory Services LLC lifted its stake in shares of Apple by 98,917.0% in the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock worth $12,106,000 after acquiring an additional 57,898,088 shares in the last quarter. Laurel Wealth Advisors LLC boosted its stake in Apple by 20,464.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock valued at $5,553,753,000 after acquiring an additional 26,937,401 shares during the last quarter. Finally, Northern Trust Corp grew its position in shares of Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after acquiring an additional 20,079,472 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock. Apple Price Performance Shares of AAPL stock opened at $273.68 on Wednesday. The stock has a market cap of $4.02 trillion, a PE ratio of 34.60, a PEG ratio of 2.45 and a beta of 1.09. Apple Inc. has a 52-we...

ING Groep NV trimmed its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 67.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 271,242 shares of the enterprise software provider's stock after selling 562,881 shares during the quarter. ING Groep NV's holdings in Oracle were worth $76,284,000 at the end of the most recent quarter. Get Oracle alerts: Sign Up Several other hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its holdings in Oracle by 2.1% in the second quarter. Vanguard Group Inc. now owns 164,278,874 shares of the enterprise software provider's stock valued at $35,916,290,000 after buying an additional 3,353,461 shares during the last quarter. State Street Corp grew its position in shares of Oracle by 1.7% in the 2nd quarter. State Street Corp now owns 73,459,391 shares of the enterprise software provider's stock worth $16,060,427,000 after acquiring an additional 1,252,723 shares in the last quarter. Norges Bank bought a new stake in shares of Oracle in the 2nd quarter valued at approximately $4,275,378,000. Bank of New York Mellon Corp increased its holdings in shares of Oracle by 0.8% in the 3rd quarter. Bank of New York Mellon Corp now owns 11,938,457 shares of the enterprise software provider's stock valued at $3,357,572,000 after acquiring an additional 98,693 shares during the last quarter. Finally, Legal & General Group Plc raised its position in shares of Oracle by 1.3% during the 2nd quarter. Legal & General Group Plc now owns 11,315,180 shares of the enterprise software provider's stock valued at $2,473,838,000 after acquiring an additional 147,367 shares in the last quarter. 42.44% of the stock is owned by institutional investors and hedge funds. Analyst Ratings Changes A number of analysts have recently weighed in on the company. Wells Fargo & Company began coverage on Oracle in a research rep...

铁科轨道（688569）公告，公司与中国铁路上海局集团有限公司上海东站铁路建设项目管理部签署了新建南通至宁波高速铁路苏州北代建段国铁集团管理甲供物资(高速铁路扣件)采购合同，合同金额为5255.98万元人民币(含税)。与上海国铁工程建设管理有限公司、沪杭铁路客运专线股份有限公司、通苏嘉甬铁路有限责任公司签署了新建南通至宁波高速国铁集团管理甲供物资(高速铁路扣件)采购合同，合同金额为4.58亿元人民币(含税)。合同金额合计为5.11亿元人民币(含税)。

State of Michigan Retirement System reduced its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 0.3% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,905,060 shares of the semiconductor manufacturer's stock after selling 6,500 shares during the quarter. Broadcom makes up approximately 3.0% of State of Michigan Retirement System's investment portfolio, making the stock its 7th biggest position. State of Michigan Retirement System's holdings in Broadcom were worth $628,498,000 as of its most recent filing with the SEC. Several other hedge funds and other institutional investors also recently added to or reduced their stakes in AVGO. Norges Bank bought a new position in shares of Broadcom in the second quarter worth about $18,579,549,000. Vanguard Group Inc. raised its position in shares of Broadcom by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer's stock valued at $133,261,046,000 after buying an additional 6,222,802 shares in the last quarter. Edgewood Management LLC bought a new position in shares of Broadcom during the 2nd quarter valued at approximately $1,571,438,000. Massachusetts Financial Services Co. MA grew its holdings in Broadcom by 115.5% during the 2nd quarter. Massachusetts Financial Services Co. MA now owns 6,017,340 shares of the semiconductor manufacturer's stock valued at $1,658,680,000 after purchasing an additional 3,224,739 shares during the last quarter. Finally, Invesco Ltd. grew its position in Broadcom by 8.4% in the 2nd quarter. Invesco Ltd. now owns 38,449,630 shares of the semiconductor manufacturer's stock valued at $10,598,641,000 after acquiring an additional 2,978,768 shares during the last quarter. 76.43% of the stock is owned by hedge funds and other institutional investors. Get Broadcom alerts: Sign Up Broadcom Trading Down 1.0% AVGO opened at $340.44 on Wednesday. Broadcom Inc. has a 1-year low of $1...

Madison Asset Management LLC lowered its stake in Oracle Corporation (NYSE:ORCL - Free Report) by 9.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 171,356 shares of the enterprise software provider's stock after selling 18,341 shares during the period. Madison Asset Management LLC's holdings in Oracle were worth $48,192,000 as of its most recent filing with the Securities & Exchange Commission. Get Oracle alerts: Sign Up A number of other large investors have also added to or reduced their stakes in ORCL. Darwin Wealth Management LLC raised its holdings in Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after buying an additional 65 shares during the last quarter. Winnow Wealth LLC bought a new stake in shares of Oracle during the second quarter valued at approximately $28,000. Financial Consulate Inc. purchased a new position in Oracle in the 3rd quarter worth approximately $37,000. Corundum Trust Company INC bought a new position in Oracle in the 3rd quarter valued at approximately $39,000. Finally, Collier Financial purchased a new stake in Oracle during the 3rd quarter valued at $38,000. Hedge funds and other institutional investors own 42.44% of the company's stock. Analyst Ratings Changes Several research analysts have recently weighed in on the company. William Blair restated an "outperform" rating on shares of Oracle in a research note on Friday, October 17th. JPMorgan Chase & Co. lowered their target price on shares of Oracle from $270.00 to $230.00 and set a "neutral" rating on the stock in a research note on Thursday, December 11th. Mizuho set a $400.00 price target on shares of Oracle in a report on Monday, December 15th. Barclays reissued an "overweight" rating on shares of Oracle in a report on Monday, February 2nd. Finally, Melius Research set a $160.00 price objective on shares of ...

Stenger Family Office LLC raised its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 14.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 49,940 shares of the software giant's stock after buying an additional 6,421 shares during the period. Microsoft comprises about 4.9% of Stenger Family Office LLC's investment portfolio, making the stock its 4th biggest position. Stenger Family Office LLC's holdings in Microsoft were worth $26,544,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Get Microsoft alerts: Sign Up A number of other hedge funds have also recently made changes to their positions in the business. Longfellow Investment Management Co. LLC increased its stake in shares of Microsoft by 51.3% in the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after buying an additional 20 shares during the period. Bayforest Capital Ltd purchased a new stake in shares of Microsoft in the 3rd quarter worth about $38,000. LSV Asset Management bought a new stake in shares of Microsoft in the 4th quarter worth approximately $44,000. University of Illinois Foundation purchased a new position in shares of Microsoft in the 2nd quarter worth about $50,000. Finally, ROSS JOHNSON & Associates LLC grew its holdings in shares of Microsoft by 155.7% during the first quarter. ROSS JOHNSON & Associates LLC now owns 156 shares of the software giant's stock valued at $59,000 after buying an additional 95 shares during the last quarter. 71.13% of the stock is currently owned by institutional investors. Wall Street Analysts Forecast Growth MSFT has been the subject of a number of research analyst reports. Evercore reduced their price target on shares of Microsoft from $640.00 to $580.00 and set an "outperform" rating for the company in a research note on Thursday, January 29th. Guggenheim reaffi...

在深圳，一个没有大厂背景的普通创业者，仅靠一个想法，就能快速完成融资、产品测试、量产、产品上市等多个环节。深圳让创业变得更容易，但也让成功变得更难 2025年大年初一，一条消息在深圳政商界传开：某省领导发问——“创新之都不是深圳吗？” 彼时，杭州靠着以DeepSeek、宇树科技为代表的“六小龙”企业集群，以硬科技新形象强势崛起，被称为“创新之都”。深圳感受到了危机。 接近政府人士称，整个春节假期，深圳市区两级政府取消休假，紧急部署创新创业企业服务行动——一场关乎城市创新地位的“保卫战”，就此打响。 汪海帆（化名）的AI初创公司，是这场“保卫战”的亲历者。公司估值突破20亿元后，人员扩充，他们计划搬去更大的办公区。南山区街道办工作人员立刻上门关心：“是不是对我们的服务不满意？要不要协调免租场地？需要帮忙融资吗？” 汪海帆哭笑不得：“我们只是搬到对面写字楼，不是要离开南山。” 这个小插曲，是深圳对创业企业高度敏感的缩影。在这里，一家初创公司的去留，足以牵动各级政府的神经。汪海帆曾在北京创业，这次选择深圳，不仅是因为这些“保姆式” 服务，更因为这座城市的极致效率——“夜里3点画好电路板设计图，4点就能收到工厂送来的样品，5点就能启动产品新功能测试，这种速度在其他城市想都不敢想。” 2025年后的深圳，用一套“新政策+老优势”的组合拳，打造出了一条高效运转的“创业流水线”：你不需要拥有工厂，甚至不需要懂制造，只要有产品定义，这座城市就有无数双手，帮你把想法从纸上拽进现实。 从李泽湘系等教授基金的早期培育，到红杉中国、高瓴等美元基金的狂热追逐，再到政府背景基金的弹药补充，不同阶段的资本总能精准对接需求，让创业者无需为启动资金发愁。 这场看似低门槛的创业狂欢背后，隐忧已经出现。既包括硬件强、软件弱的人才结构失衡，也有同质化竞争加剧、政策服务精准度不足的困扰，更有资本热潮退去后企业可持续增长的挑战。 从“卖货之都”到“创新之都”，深圳只是走出了第一步。但它用一年时间证明： 当新政策激活老优势，一个普通人的创业梦想，真的可以在这里落地、生长。 福利和烦恼 汪海帆很理解南山街道办工作人员的紧张。 他几乎每周都要接待一波“客人”：远的有杭州、苏州、常州的招商团队，近的有东莞、惠州的园区负责人。他们开出的条件一个比一个优厚：亿元级落地奖励、税收返还，甚至承诺代建工厂。 “说不心动是假的。...

長征十號運載火箭搭載夢舟載人飛船，成功首次試飛。 測試在海南文昌航天發射場進行，期間測試了最大動壓逃逸飛行試驗、海上回收任務等，長十火箭升空後與夢舟飛船成功分離，其後火箭一級箭體和飛船返回艙，在預定海域安全、精確著陸。 今次成功試飛，標誌國家載人月球探測工程研製工作取得突破。

微电生理（688351）发布业绩快报，2025年度实现营业总收入4.65亿元，同比增长12.43%；净利润5115.17万元，同比下降1.76%。报告期内，公司海外布局持续深化，业务发展取得显著成果。2025年度，公司海外收入同比增长超过40%，总收入占比已超过30%，有力验证了国际化战略的有效推进，凸显出公司在技术、产品与服务方面的综合竞争优势。

格隆汇2月11日｜国家发展改革委近日深入分析“菜篮子”“米袋子”市场供需和价格形势，加强跨部门协作联动，会同民政部、交通运输部、农业农村部、商务部、市场监管总局印发通知，部署做好重要民生商品保供稳价和困难群众兜底保障工作，压紧压实地方主体责任，持续抓好工作任务落实，保障市场供应充足、价格平稳运行，切实兜牢民生底线，为人民群众欢度春节营造良好环境。

格隆汇2月11日｜越南VN指数收涨2.4%，至1,796.85点。

杰富瑞全球经济学家莫希特·库马尔在报告中指出，随着关税影响消退以及特朗普政府聚焦民生，下半年美国通胀存在下行风险。他同时预测美国经济将出现“温和放缓”。库马尔表示，若上述预期兑现，美联储可能实施三次降息而非两次。伦敦证券交易所集团数据显示，目前美国货币市场已定价今年约60基点的降息幅度。 责任编辑：王许宁

香港证监会此次共宣布三项新举措 【财新网】 香港证监会行政总裁梁凤仪在Consensus 2026大会上宣布，香港证监会正致力于建立完整的虚拟资产监管生态系统，并宣布三项新举措。其中一项举措是，允许券商向信用状况良好的客户提供保证金融资（香港称“孖展”）时，接受证券或虚拟资产作为抵押品。由于虚拟资产价格波动大，初期虚拟资产作为合资格抵押品，只开放比特币（BTC）和以太坊（ETH）两类。 “相信这会让同时持有证券和虚拟资产抵押品的投资者能够更活跃地交易，并为市场带来流动性。”梁凤仪称。她强调，将采用与传统金融中证券保证金融资同等严格的标准，包括对证券和虚拟资产执行审慎的折减率（a prudent haircut）。

财联社2月11日讯（编辑 马兰） 北京时间2月11日，国际指数编制公司MSCI宣布其指数季度调整结果，MSCI全球指数新增63只个股，同时移出61只个股。 从市值来看，MSCI全球股票指数新增的三大成分股为卫星通信公司AST SpaceMobile、光子学公司Coherent Corp，以及航空设备公司FTAI Aviation。此外，MSCI将21家中国公司纳入其全球标准指数，这是自2023年5月以来新增中国公司规模最大的一次。 与此同时，MSCI中国A股指数新增33只A股标的，移出9只A股标的。新纳入MSCI中国指数的公司主要集中在硬件科技、半导体、数字经济和战略资源等领域，这代表着国际资本对中国新质生产力的持续看好。 MSCI季度调整中新加入其中国指数的部分公司资料 由于MSCI中国A股指数被嵌套进MSCI新兴市场指数，因此一旦股票进入MSCI中国指数，便意味着进入了MSCI全球标准指数系列，从而获得大量被动资金的跟踪。 随着中国科技进步和贸易韧性的增强，加上中国股票在全球指数中占比的增加，以及投资者逐步抛售美国资产，国际主动型基金也可能将重新评估其对全球第二大股市的投资敞口。 Ten Cap Investment联合创始人兼首席投资组合经理Jun Bei Liu对媒体表示，中国公司权重增加可能预示着未来一段时间内中国股票将迎来一轮增长，刺激更多投资者买入中国股票。 MSCI指数官方数据显示，截至2025年7月，超17万亿美元的资产以MSCI指数为基准，其中被动型基金规模超过2万亿美元。这意味着每一次指数调整都或将引发大量资金的重新配置。 高盛首席中国股票策略师刘劲津团队此前预计，到2026年底，MSCI中国指数将在2025年底的基础上再上涨20%，沪深300指数将上涨12%至5200点。

【导读】Feeling AI凭借CodeBrain-1在权威榜单Terminal-Bench 2.0中强势突围，仅次于OpenAI最新旗舰，位居全球第二。不仅打破了美系巨头的绝对垄断，更标志着中国AI在 Agentic AI（智能体）复杂任务规划与自主编码领域的工程化能力已达到世界顶尖水平。 在中国农历春节的前夜，全球科技界的空气中不仅弥漫着辞旧迎新的气息，更夹杂着一股前所未有的硝烟味。 Anthropic祭出了Claude Opus 4.6，OpenAI则以GPT-5.3-Codex强势回应。 双方在技术之巅的对决看似是老生常谈的「王座之争」，但在平静的水面之下，竞争的底层逻辑已然悄然改写。 全球大模型竞赛已正式从实验室里的 「参数博弈」突变为残酷的「实战进化」。 这一次，巨头们不再沉迷于跑分数据的虚幻繁荣，而是将目光死死锁定了架构的严谨性与自主工作流的长效续航—— 能否在真实商业世界中「破局」 ，成为了唯一的度量衡。 在硬核指标的正面交锋中，OpenAI和Anthropic两家巨头均选择 Terminal-Bench 2.0 作为实力背书：Opus 4.6在Agentic Terminal Coding Task上以 65.4%的胜率展现了卓越的智能体编码能力；而Sam Altman凭借5.3-Codex+ Simple Codex的组合创下的 77.3%（75.1%）高分，宣称其登顶全球编码性能之巅。 正如NVIDIA首席科学家Jim Fan所言： 真实的终端环境是AI的「魔鬼训练场」。 在闭环环境中自我进化，已成为衡量模型工程能力的终极标尺。 令人振奋的是，在这一权威赛道上，中国的AI初创团队Feeling AI异军突起——其自研的CodeBrain-1在GPT-5.3-Codex底座模型的加持下，以 72.9%（70.3%）的惊艳战绩跃升全球榜单第二，成为前十强中唯一的中国新锐。 刚拿下Agentic Memory SOTA，Feeling AI又上大分 5天前，Feeling AI团队在深夜发布MemBrain1.0，LoCoMo / LongMemEval / PersonaMem-v2等多项主流记忆基准评测中拿下全新SOTA，反超MemOS、Zep和EverMemOS等记忆系统和全上下文模型。 在KnowMeBench Level III两个难度等级...

美国纽约联邦储备银行10日发布报告显示，2025年四季度美国家庭债务处于逾期状态的比例为4.8%，高于前一季度的4.5%。报告显示，去年四季度，美国家庭总债务额环比增长1910亿美元至18.78万亿美元。其中，住房抵押贷款和学生贷款进入早期逾期状态的比例增加，信用卡欠款、住房抵押贷款和学生贷款进入严重逾期的比例升高。纽约联储银行经济研究顾问威尔伯特·范德克劳表示，虽然住房抵押贷款整体逾期率接近历史正常水平，但分布极不均衡，逾期率恶化更多发生在较低收入区域。（央视新闻）

财联社2月11日讯，据北京市场监管微信公众号，今日，针对华住会会员服务协议中涉嫌存在不公平格式条款的问题，依据《中华人民共和国消费者权益保护法实施条例》第四十条“消费者协会可以就消费者投诉的损害消费者合法权益的行为开展调查，与有关经营者核实情况，约请有关经营者到场陈述事实意见、提供证据资料等”规定，按照中国消费者协会《消协组织消费维权约谈经营者办法（试行）》， 北京市消费者协会（以下简称“北京市消协”）对其运营方——汉庭星空（上海）酒店管理有限公司进行约谈，明确指出该公司相关条款中涉嫌存在排除、限制消费者主要权利的情况，损害消费者的合法权益，并要求其进行全面自查和限期整改。 “强制仲裁”被指限制消费者权利 据北京市消协调查发现，华住会2025年7月18日正式生效的《华住会个人会员计划与服务条款》第十一条第（二）项内容“若协商不成的，您同意将争议提交至上海仲裁委员会按照该会仲裁规则进行仲裁”，存在利用格式条款不合理限制消费者主要权利的问题，涉嫌侵害消费者合法权益。 《华住会个人会员计划与服务条款》单方面限定争议只能通过上海仲裁委员会仲裁解决，剥夺了消费者依据《中华人民共和国民事诉讼法》向人民法院提起诉讼的权利。 通过格式条款“强制绑定”上海仲裁委员会为特定仲裁机构，限制了消费者的维权途径，加重消费者责任， 属于《中华人民共和国消费者权益保护法实施条例》第十七条规定的“ 不得利用格式条款不合理地免除或者减轻其责任、加重消费者的责任或者限制消费者依法变更或者解除合同、选择诉讼或者仲裁解决消费争议、选择其他经营者的商品或者服务等权利 ”情形。 明确三项整改要求 强化后续监督措施 此类条款不仅限制消费者依法维权的途径，而且破坏了公平的市场交易环境，基于上述情形，北京市消协要求华住会高度重视消费者权益保护工作，明确提出三项具体整改要求。 立即整改格式条款 自约谈后10个工作日内，删除或修改协议中强制仲裁的相关内容，不得利用格式条款限制消费者依法选择诉讼或仲裁解决消费争议的权利。 全面审查现有协议 对公司所有面向消费者的格式合同、协议、须知等进行系统性排查梳理，确保所有条款均符合相关法律法规要求，彻底清除排除或限制消费者权利的不合理内容。 建立消费者权益沟通机制 建议企业设立与消费者的常态化互通渠道，定期收集消费者反馈意见；在制定或修改涉及消费者权益的规则前，主动征求消费者及消协...

格隆汇2月11日丨英国富时100指数涨0.47%，法国CAC40指数跌0.13%，欧洲斯托克50指数跌0.03%，西班牙IBEX35指数涨0.29%，意大利富时MIB指数涨0.00%，德国DAX30指数跌0.09%。

Day four of the Milano Cortina Games, and one question is starting to feel a little rhetorical: how do you stop Johannes Høsflot Klæbo? Short answer – you don’t. You just race for second and hope he smiles at you on the way past. On Tuesday, the Norwegian cross-country phenomenon did what he has been doing all week: made world-class athletes look as if they were chasing a mirage. Technique? Flawless. Tactics? Ruthless. Power, speed and a hill-climbing gear that seems to defy physics? Check, check and check. Klæbo cruised through the sprint classic rounds, detonated the field on the final climb and skied away with his second gold of these Games and his seventh gold overall, putting him just one shy of the all-time Winter Olympic record. “I like to go to every race thinking that it’s a race for the win,” said the silver medallist Ben Ogden, who ended the United States’s 50-year medal drought in men’s cross-country skiing at the Olympics. “But these days, a lot of the time it’s a race for second.” View image in fullscreen Norway’s Johannes Høsflot Klæbo looks back on his competition before crossing the finish line in the men’s cross-country sprint classic final. Photograph: Anne-Christine Poujoulat/AFP/Getty Images Back in Norway, the praise poured in from fans, politicians and prime-time TV alike. Because when skiing is your national obsession, this is what dominance looks like. “What an athlete!” Norway’s prime minister, Jonas Gahr Støre, wrote on social media. “Johannes Høsflot Klæbo is virtually unbeatable in the sprint. Congratulations!” Where the medals stacked up for the Scandinavians Sweden managed a 1-2-3 in the women’s event with Linn Svahn winning her first Olympic medal and leading the sweep, edging the defending Olympic champion, Jonna Sundling, with Maja Dahlqvist claiming bronze in a race watched by King Carl XVI Gustaf. The three Swedish medallists pulled away midway through race, charging uphill after three earlier qualifying rounds to get to the final...

China sold yuan-denominated sovereign bonds in Hong Kong at the lowest yields in more than a decade, signaling stronger demand for its debt and offering support to Beijing’s push to expand its currency’s global use. Beijing sold 14 billion yuan ($2 billion) of debt in its first Hong Kong auction of the year and the offering was oversubscribed 3.94 times, the Ministry of Finance said on Wednesday. Yields were offered at the lowest since at least 2013 for two, three and five-year notes, according to data compiled by Bloomberg. The sale bolsters Beijing’s efforts to promote the currency’s wider use at a time when investors are seeking to diversify away from the dollar. The strong demand coincides with a rebound in China’s onshore bond market, where 10-year yields slid to a five-month low on Wednesday. “The offshore yuan yield curve has moved closer to the onshore curve and no longer carries a yield premium,” said Frances Cheung , head of foreign exchange and rates strategy at Oversea-Chinese Banking Corp. “Offshore yields are likely to move more in tandem with onshore levels, which may also act as a floor.” The two-year bond was issued at a yield of 1.38%, while three-year and five-year debt were sold at an interest rate of 1.4% and 1.57%, respectively. The issuance on Wednesday also included 10-year and 30-year maturity bonds. Ample liquidity supported by central‑bank injections and expectations of further monetary easing are helping anchor yields on Chinese bonds. Strong outbound investment demand from onshore investors has also buoyed the so‑called dim sum bond market, said Jeffrey Zhang , an emerging markets strategist at Crédit Agricole CIB. “Improving depth and breadth in the offshore yuan bond market is attracting a wider range of borrowers to use the yuan as a funding currency.”

騰訊控股(00700)出現大手買入1.39萬股，成交價$547.0，涉資760.33萬 AASTOCKS.com

格隆汇2月11日｜东吴证券研报指出，兴业证券财富管理与机构业务双轮驱动，新领导班子注入新活力。长期稳定的治理结构，赋予公司良好的战略定力和执行力。纵观兴业证券最近25年的发展历程，公司从一家排名不到20名的券商跻身行业前20位，最高曾进入前15位，得益于公司治理的良好正反馈以及管理层稳定，历任核心管理层在公司深耕近十年。2025年6月公司新董事长苏军良上任，上任初期在财富管理、研究与机构服务、风险管理三大条线启动组织架构优化改革。看好公司财富管理转型及组织架构调整带来的正向反馈，预计公司2026年业绩有望继续较快增长。公司估值远低于行业平均，维持“买入”评级。

格隆汇2月11日｜世界最大的镍矿Weda Bay Nickel预计将遭印尼政府大幅削减产量配额。印尼政府正在大力减少供应，从而推高全球镍价。知情人士表示，该矿今年获批的矿石产量配额为1200万吨，远低于2025年的4200万吨。该矿位于北马鲁古省贾伊洛洛岛，由青山控股集团、法国Eramet SA以及PT Aneka Tambang共同持有。印尼能源与矿产资源部一名发言人表示，产量配额仍在评估中。印尼一直在采取激烈措施以推高其最大出口商品——镍的价格，主要手段是大幅削减关键矿商的产量。在最新一轮产量削减之前，印尼的供应已占全球产量约65%，导致价格在两年内暴跌，并迫使澳大利亚和新喀里多尼亚的竞争对手停产。

Source: Benzinga AVGO $ 340.44 + Infinity % 1D 1D 5D 1M 3M 6M YTD 1Y 5Y 1D Line Candle Analyst Views on AVGO Wall Street analysts forecast AVGO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AVGO is 462.58 USD with a low forecast of 390.00 USD and a high forecast of 525.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals. 28 Analyst Rating Wall Street analysts forecast AVGO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AVGO is 462.58 USD with a low forecast of 390.00 USD and a high forecast of 525.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals. 27 Buy 1 Hold 0 Sell Strong Buy Current: 343.940 Low 390.00 Averages 462.58 High 525.00 Current: 343.940 Low 390.00 Averages 462.58 High 525.00 Wolfe Research Chris Caso Peer Perform -> Outperform upgrade $400 2026-01-30 Reason Wolfe Research Chris Caso Price Target $400 AI Analysis 2026-01-30 upgrade Peer Perform -> Outperform Reason Wolfe Research analyst Chris Caso upgraded Broadcom to Outperform from Peer Perform with a $400 price target. Channel checks suggest the company will ship 7mn tensor processing units by 2028, with other projects "creating optionality for numbers," the analyst tells investors in a research note. Wolfe's bull case for which Broadcom, which includes a doubling of its artificial intelligence revenue in 2027, yields $18 of earnings per share. Its price reflects 22-times this earnings power. "We can no longer ignore" Broadcom's growth and competitiveness in tensor processing units, says the firm. Jefferies Blayne Curtis Buy maintain $250 -> $275 ...

The artificial intelligence and data mining specialist has investors pulled in two directions. Let's not mince words. Palantir Technologies (PLTR 2.34%) is among the most expensive stocks on the market. The stock is trading at a head-turning 226 times earnings and an equally shocking 83 times sales. That valuation has value investors running for cover, and even some growth investors are taking a hard pass. While multiples of that magnitude may seem insurmountable, several metrics from Palantir's recent blockbuster financial report are worth considering, as they help to shed light on why investors are willing to pay up for Palantir Technologies stock. 1. U.S. commercial revenue Palantir originally developed its artificial intelligence (AI) and data mining tools with U.S. intelligence and law enforcement agencies in mind. By consolidating and analyzing data from multiple siloed systems, its algorithms were able to follow breadcrumb trails to help track down terrorists. Palantir has since adapted its tools to help enterprise companies make real-time, data-driven decisions. The results speak for themselves. In the fourth quarter, Palantir's U.S. commercial revenue of $507 million soared 137% year over year and 28% quarter over quarter. This wasn't a one-off, either. This marked the seventh consecutive quarter of accelerating revenue growth. Moreover, it was also the second successive quarter of growth exceeding 100%. Palantir's growth rate has been nothing short of astounding, which helps to explain its lofty valuation. 2. Remaining performance obligation (RPO) While revenue sheds light on current sales, remaining performance obligation (RPO) helps to shed light on future revenue. Due to the nature of its business, Palantir often signs contracts and provides services spanning multiple quarters or even years. Accounting rules prohibit companies from recognizing revenue until they have performed the service. That's where RPO comes in. It calculates the revenue that is con...

印度首家纯人工智能企业Fractal Analytics规模3.14亿美元的首次公开募股（IPO），在周三申购最后一天获得全额认购。 交易所数据显示，截至印度标准时间下午1：03，这家总部位于孟买的公司共收到2537万股的申购，而计划发行股份为1858万股。公司设定的发行价格区间为每股857至900卢比，按价格上限计算，估值最高可达1445亿卢比（15.9亿美元）。 责任编辑：李肇孚