It's reminiscent of the market's 2025 reaction to DeepSeek, a Chinese start-up that seemed like it could deliver the same AI capabilities with a fraction of the hardware requirements. This "DeepSeek Moment" caused investors to rethink their assumptions. In this podcast, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss: Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Which stocks may be more safe. Sudden shifts in the job market. How the economy impacts their investing. Stocks on their radar. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. Should you buy stock in Shopify right now? Before you buy stock in Shopify, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Shopify wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $439,362!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,164,984!* Now, it’s worth noting Stock Advisor’s total average return is 918% — a market-crushing outperformance compared to 196% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of February 11, 2026. This podcast was recorded on Feb. 05, 2026. Tyler Crowe: Software companies terrible no good, very bad day. This is Motley Fool Money. Welcome to Motley Fool Money. My name's Tyler Crowe. Today, I'...

Key Points The Social Security Trust Fund is expected to be depleted by late 2032 or early 2033. Congress is under pressure to find a solution. Politicians understand that the well-being of Social Security is a near-universal concern. The $23,760 Social Security bonus most retirees completely overlook › Whether you're a retiree or planning for retirement, it's natural to be concerned about what may become of the Social Security benefits you've earned. There's no denying that the math isn't looking good for Social Security right now. Here's why, and what Washington can do about it. How it's funded Since 1937, Social Security benefits have been funded by payroll taxes on working Americans and their employers. For many years, the process worked because there were many more workers than retirees. However, as more Americans retired and couples began to limit their family sizes, the number of workers available to contribute to the trust fund grew smaller. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Even if the trust fund were to run dry, Social Security recipients would receive 77% of their benefits, thanks to those still working. Still, for a retiree with a $2,000 monthly benefit, that means losing $460 per month, or $5,520 annually. Will Congress step in? Given all the news coming out of Washington, D.C., it's easy to overlook the work that members of Congress are doing behind the scenes. A single Social Security Administration (SSA) website page lists nearly 200 proposed options to strengthen Social Security, dating back to 1993. In a CNBC poll, the majority of Americans ranked Social Security as one of the most important issues for them when voting, putting members of Congress in a no-win situation. Voting on a package to strengthen Social Security would mean going on the record by voting. Whether they vote to raise the taxable income cap, redu...

Amazon $AMZN announced Wednesday that the company's Amazon Pharmacy service will expand same-day prescription delivery to almost 4,500 U.S. cities and towns by the end of 2026. The expansion involves adding almost 2,000 new communities over the course of the year, including coverage in newly served states such as Idaho and Massachusetts. Amazon said the expansion will help address industry challenges including pharmacy closures, staffing shortages, and transportation barriers. "Patients shouldn't have to choose between speed, cost, and convenience when it comes to their medication, regardless of where they live," John Love, vice president of Amazon Pharmacy, said in a statement. "By combining our pharmacy expertise with our logistics network, we're removing critical barriers and helping patients start treatment faster — setting a new standard for accessible, digital-forward pharmacy care." The company said it also plans to continue expanding in-person kiosk access at select One Medical clinic lobbies, a service currently allowing Los Angeles patients to pick up prescriptions minutes after appointments. Amazon Pharmacy also highlighted cost-saving programs, including the $5-a-month RxPass subscription available in 48 states and access to the weight loss drug Wegovy starting at $25 for a one-month supply with insurance, or $149 for cash-pay options.

AMD's Zen 3 is going strong, but the rise of the 8-core/16-thread Ryzen 5800X/XT is surprising, as it is closest to the Ryzen 7 9800X3D in sales figures. AMD Ryzen 7 5800XT and 5800X Secure the 2nd Position in Best Selling CPUs List on Amazon and Mindfactory; Sells Nearly 3,000 Units in a Month With the comeback of the AM4 platform, the AMD Zen 3 processors are selling like hotcakes once again. AMD's 8-core processors are growing in demand, and we can clearly see the effect in the sales data. Till now, the AMD Ryzen 7 9800X3D and 7800X3D have been together outsellling the entire Intel CPU stack for a long time. However, things are changing fast, and with DDR5 memory becoming insanely expensive, many are opting for the AM4 platform, which has resulted in a rise in Zen 3 CPU sales. 2 of 9 It's understandable that with DDR4 platforms like AM4 becoming more popular again, the Ryzen 5000 series will increase in sales, but some of the SKUs are even outselling the best gaming CPUs on the planet. After Ryzen 7 9850X3D/9800X3D, the Ryzen 7 7800X3D has remained one of the best-selling CPUs in many regions, but it is now outsold by much older 8-core/16-thread AMD Ryzen 7 5800XT and 5800X processors. The sales data show a large difference in the shipped units if we consider the figures from Amazon US and the German retailer Mindfactory. Amazon US sales data for the last month shows AMD has shipped nearly 3,000 units of Ryzen 7 5800XT, while just 1,000 units of Ryzen 7 7800X3D were shipped in the same time frame. Ryzen 7 9800X3D still remains the king with 5,000 units, but the 5800XT was able to outsell top-selling chips like Ryzen 5 9600X and Ryzen 5 5500. Similarly, on Mindfactory, we see Ryzen 7 5800X securing the second position in best-selling CPUs with nearly 120 units shipped in a week, followed by Ryzen 7 7800X3D with an equal number of units. One of the major reasons for its popularity is the unavailability of chips like Ryzen 5 5800X3D and 5700X3D, which were the best ...

Astera Labs stock suffered a harsh reversal after the company published strong financial results that missed some analysts’ estimates. ALAB dropped to a low of $164 in the extended hours, down sharply from the all-time high of $262. As a result, the market capitalization dropped from over $42 billion in September last year to below $30 billion. Astera Labs stock dips after earnings Copy link to section ALAB stock has done well in the past few months as the AI boom gained steam. It has jumped by over 390% from its lowest level in September 2024, making it one of the top gainers in Wall Street. This growth happened because the company, which is backed by NVIDIA, is involved in the data center industry, where it offers rack-scale AI connectivity solutions that link GPUs, CPUs, memory, and networking components. Its top products are Scorpio P-Series, Aries, Taurus, and Scorpio X. The company’s growth has continued accelerating in the past few years as demand has continued accelerating in the past few years. Its revenue jumped by 17% QoQ to $270 million, translating to a 92% jump from what it made in the same period last year. This growth brought its annual revenue to jump by 115% to over $852 million. It made over $75 million in 2022, $115 million in 2023, and over $396 million in 2024, and analysts believe that it has more upside to go in the future. Astera Labs has become a highly profitable company, with the annual net income soaring to over $219 million and its earnings per share moving to $1.22. In a note, the CEO said: “The market opportunity for our Intelligent Connectivity Platform continues to grow rapidly, encompassing multiple product lines, physical media, form factors, and protocols for standard and custom applications.” Therefore, Astera Labs stock price dropped because the revenue growth in the last quarter was lower than what analysts were expecting. The most optimistic analysts were expecting revenue to be over $280 million. Additionally, the stock drop...

Image source: The Motley Fool. Wednesday, Feb. 11, 2026 at 8 a.m. ET Call participants Chief Scientific Officer — Gary Barnett, M.D. Chief Financial Officer and Chief Administrative Officer — Michele Greco General Counsel — Phil Greenberg Executive Director of Investor Relations and Corporate Communications — Sam Fisch Chief Executive Officer — Mitchell Steiner, M.D. Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Public offering proceeds -- $23,400,000 raised through an underwritten public offering, increasing liquidity significantly for upcoming operations. -- $23,400,000 raised through an underwritten public offering, increasing liquidity significantly for upcoming operations. Cash position -- $33,000,000 in cash, cash equivalents, and restricted cash at quarter-end, a rise from $15,800,000 as of Sept. 30, 2025. -- $33,000,000 in cash, cash equivalents, and restricted cash at quarter-end, a rise from $15,800,000 as of Sept. 30, 2025. Net working capital -- $29,700,000 at quarter-end, up from $11,100,000 in the preceding quarter. -- $29,700,000 at quarter-end, up from $11,100,000 in the preceding quarter. Net loss -- $5,300,000, or $0.26 per diluted share, down from $8,900,000, or $0.61 per share, in the prior-year period. The prior period included a net loss of $7,100,000 from discontinued operations. -- $5,300,000, or $0.26 per diluted share, down from $8,900,000, or $0.61 per share, in the prior-year period. The prior period included a net loss of $7,100,000 from discontinued operations. Research and development expense -- Decreased to $1,300,000 from $5,700,000 due to the wind-down of the Novosarm Phase 2b quality clinical study. -- Decreased to $1,300,000 from $5,700,000 due to the wind-down of the Novosarm Phase 2b quality clinical study. General and administrative expense -- $4,100,000, a decrease from $5,200,000 sequentially from the prior quarter, reflecting reduced share-based compensation. -- $4,100,000, a decrease from $5,200...

格隆汇2月11日｜希尔顿酒店公布去年第四季度业绩，营收同比增长11%至30.9亿美元，超过分析师预期的29.8亿美元；调整后每股收益为2.08美元亦超过预期的2.02美元。期内每间可用客房的可比收入(RevPar)小幅上涨0.5%，主要是因为平均每日房价上涨0.9%，但部分被入住率的小幅下降0.3%所抵消。展望2026年，该公司预计调整后每股收益将在8.65至8.77美元之间，低于分析师预期的9.13美元；预计可比每间客房收入将增长1%至2%，反映美国旅游需求放缓，低于预期的2.05%。

财联社2月11日讯（编辑 牛占林） 法国人工智能初创企业Mistral AI当地时间周三表示，将在瑞典投资12亿欧元(约合14.3亿美元)建设新的数据中心。 这一宣布正值欧洲加紧建设支撑快速发展的AI工具所需基础设施之际。在地缘政治紧张局势加剧的背景下，欧洲正寻求增强科技主权。 Mistral表示，这笔资金将用于建设人工智能数据中心、提升先进算力能力，并打造本地化人工智能服务能力。 据悉，Mistral成立于2023年，已迅速成长为欧洲领先的AI企业之一。去年9月份，公司完成一轮17亿欧元融资，估值达到117亿欧元。荷兰芯片设备制造商阿斯麦在该轮融资中出资13亿欧元。 公司投资方还包括英伟达和微软等科技巨头，以及DST Global、Andreessen Horowitz、法国公共投资银行、General Catalyst和Index Ventures等知名投资机构。 Mistral首席执行官兼联合创始人Arthur Mensch在声明中表示：“这项投资是打造欧洲自主AI能力的具体一步，旨在建设专门服务于AI发展的独立基础设施。这为构建一个可大规模服务产业、公共机构和科研人员的欧洲AI云平台奠定了基础。” 瑞典数据中心运营商EcoDataCenter在另一份声明中称，将负责上述基础设施的设计、建设和运营。 EcoDataCenter透露，这一大规模计算设施预计将于2027年在瑞典投入运营，用于支持Mistral下一代AI模型的训练和部署。 这将是Mistral首次在法国以外进行基础设施投资。Mistral正在努力把自己的核心技术、算力设施以及云服务器都部署在欧洲，而不是依赖美国的云计算体系。相比之下，像OpenAI这样的主要竞争对手，基础设施主要位于美国或依托美国科技公司的云平台。 Mistral最初专注于开发大语言模型，此后逐步扩展业务，布局支撑AI运行所需的底层基础设施。该公司已推出“Mistral Compute”，该平台可提供一体化技术栈，包括GPU、应用程序接口，以及完全托管的平台即服务(PaaS)等服务。 尽管Mistral是欧洲融资规模最大的LLM开发企业，但与美国竞争对手相比仍存在明显差距，后者的私募融资规模极为庞大。 据报道，OpenAI正筹备完成一轮规模可能高达1000亿美元的融资；Anthropic则已于1月签署一份规模达100亿美元的融资条款...

Sundry Photography/iStock Editorial via Getty Images Unity Software ( U ) plunged more than 25% during pre-market trading on Wednesday after the gaming development platform reported its fourth quarter 2025 financial results and outlook. Although the fourth quarter results topped estimates, the first quarter 2026 revenue outlook fell short. Unity expects first-quarter revenue to range from $480M to $490M versus the consensus estimate of $494M. The company also expects adjusted EBITDA ranging from $105M to $110M compared to the $112M consensus. For the quarter ended December 31, Unity reported adjusted earnings per share of $0.24, which was more than the $0.21 estimate. GAAP EPS was ($0.21), which matched the consensus. Revenue for the fourth quarter increased 10% year over year to total $503M, which was more than the $492.8M estimate. "Fourth quarter results once again comfortably exceeded the high end of our guidance, led by exceptional performance from Vector, which experienced its third consecutive quarter of mid-teen sequential revenue growth, and the best growth we've seen in Create in over two years," said Unity CEO Matt Bromberg. "With Vector demonstrating rapid growth and Unity 6 adoption at the fastest rate we’ve ever experienced, our goal of becoming the essential infrastructure for the next generation of interactive entertainment is coming into clear focus," he added. Vector is Unity's artificial intelligence-powered ad technology tool, which was introduced last February. Unity's primary competitor, AppLovin ( APP ), was down 3% on Wednesday morning. AppLovin reports its fourth-quarter financial results and outlook after the markets close today. A consensus estimate expects the company to report adjusted EPS of $3.11, GAAP EPS of $2.94, and revenue of $1.61B. More on Unity Software Inc Unity Software: Structural Progress Offset By Financial And Industry Hurdles (Downgrade) Unity: It's 2021 All Over Again, Downgrade To 'Sell' Unity Software Inc. (U) Discuss...

NNN REIT press release ( NNN ): Q4 FFO of $0.87 beats by $0.02 . Revenue of $238.4M (+11.2% Y/Y) beats by $5.01M . Increased portfolio occupancy by 80 basis points over the prior quarter to 98.3%, with a weighted average remaining lease term of 10.2 years Closed on $183.1 million of investments at an initial cash cap rate of 7.4%, with a weighted average remaining lease term of 18.1 years Sold 60 properties for $82.1 million, including $30.4 million of income-producing properties, at a weighted average cap rate of 7.6% Introduced 2026 AFFO guidance of $3.52 to $3.58 per share vs $3.49 consensus, representing an increase of 3.2% over the prior year, at the midpoint More on NNN REIT NNN REIT's BBB+ Rating: One Notch Lower, But The 10.7-Year Debt Maturity Changes Everything NNN REIT: Portfolio Shifts Can Lead To Higher Earnings (Rating Upgrade) NNN REIT: Resilient High-Yield Income With Long-Term Upside NNN REIT declares $0.60 dividend Top performing retail REITs year to date for 2025

格隆汇2月11日｜美国劳工统计局：11月份非农新增就业人数从5.6万人修正至4.1万人；12月份非农新增就业人数从5.0万人修正至4.8万人。修正后，11月和12月新增就业人数合计较修正前低1.7万人。

Nonfarm payrolls were expected to increase by 55,000 in January while the unemployment rate held at 4.4%, according to the Dow Jones consensus estimate. This is breaking news. Please refresh for updates .

格隆汇2月11日｜春运出行高峰即将到来，百度地图联合交通运输部路网监测与应急处置中心发布《2026新春出行预测报告》。报告公布了春运期间十大最易拥堵的高速路段，为返乡自驾的人们提供出行参考。 报告显示，G0421许广高速常宁互通至老屋场特大桥段（湖南衡阳）位居拥堵榜首，成为今年春运最受关注的“堵点”。紧随其后的是G50沪渝高速武穴互通至黄梅服务区段（湖北黄冈）和G2京沪高速广陵枢纽至江阴大桥段（江苏泰州）。此外，广东、湖南、四川、江苏等地的多条高速路段也进入了拥堵前十榜单。 这些易堵路段多为跨省交通要道，连接着人口密集的经济圈和返乡重点区域。随着私家车保有量的持续增长，自驾返乡成为越来越多人的选择，叠加春节期间集中出行的特点，部分路段的通行压力将显著增大。 报告还指出，拥堵高峰将主要集中在春节前的返乡时段和节后的返程时段。建议出行前通过导航App实时查看路况，合理规划路线，避开高峰时段和拥堵路段，或选择公共交通出行，以提升出行效率和体验。

纳指期货日内涨0.35%，标普500指数期货涨0.31%，道指期货涨0.24%；美国国债收益率短线拉升，10年期国债收益率上行4bp，现报4.192%；美元指数走高，日内涨0.29%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

milindri/iStock via Getty Images U.S. nonfarm payrolls added 130K jobs in January, outstripping the +70K consensus and far higher than the +48K in December, which was revised from the initial +50K estimate, according to data released by the Bureau of Labor Statistics on Wednesday. Meanwhile, the unemployment rate increased 4.3% vs. 4.4% consensus and 4.4% prior. The agency also revised down its estimate for 2025 employment to +181K from its prior estimate of +584K. That brings the monthly average for 2025 to only +15K, evidence of the low hire labor market. For January 2026, job gains occurred in health care, social assistance, and construction, while federal government and financial activities lost jobs, the BLS said. Health care and social assistance have been the sectors showing the strongest job growth for months. Developing… Check back for updates. More on the US Economy U.S. Jobs Data Due While The Confrontation With Iran Is Approaching A Climax Mixed Economic Signals Complicate Fed Rate Cut Path U.S. Q4 GDP estimate cut to 3.7% growth as consumer spending moderates Job openings continue to dwindle in December: JOLTS report

2026年2月，杭州市余杭区人民法院受理杭州金羚羊的破产审查案件。 这标志着，一代顶流“自嗨锅”走到了破产边缘。 在此之前，公司曾因拖欠分众传媒1125万元被强制执行 ，公司及法人蔡红亮也被法院限制消费。 这个由百草味创始人推出的明星品牌， 巅峰时期的估值达到75亿，一度创下年销10亿的成绩。 虽然官号仍在岁月静好地发着“斩获2026品牌金虎奖”的新闻，消费者们却不太买账，评论中没有惋惜的情绪，只有火上浇油： “卖这么贵还能破产？”、“大量投诉都是锅内有头发异物，也不知道生产车间是啥样，不敢买”、“火车站不给带，之后就没买过了”…… 离开大学宿舍之后，小河就没有再吃过自嗨锅。“因为限制电器，又没有冰箱储存火锅料，有时候就缺那一口火锅平替。”她说，“其实在小桌面上这么操作还是挺危险的，特别是盖上铝盒那一下，手指被烫过好几次。” 爱好徒步爬山的李家也已经很久没有买过自嗨锅。曾经，在泰山顶吃上一口自热火锅是件令人羡慕的时髦事，但他现在觉得那毫无必要：“又重又占地方，还得把垃圾背下来。天气冷的时候还会结冰。” 事实上，懒人经济和一人食的概念从未降温，消费者仍然有在不方便的场合吃一口火锅，或火锅平替的愿望。 但从原始的“外卖送锅”、“下饭火锅菜”，到近期走红的“捞杯”，产品不断更新迭代 。而曾经的年货顶流“自嗨锅”，却没能迎来2026年的新故事。 年销10亿仍然亏损，自嗨锅营销窟窿有多大? 回到2018年，自嗨锅亮相市场，仅凭自热火锅品类，产品上市仅三季度销售额便突破了亿元。亮眼销售成绩之下，品牌亦获得资本的青睐，在短短两年内完成了五轮融资。 可以说， 自嗨锅从诞生就带着网红基因，做的是概念和情绪的生意 。创始人蔡红亮将百草味卖给好想你之后成立杭州金羚羊，正式创立自嗨锅品牌。当时的天眼查数据显示，公司于17年12月投产，18年1月即推出了自热火锅。 产品技术门槛几近于无，原理是简单的生石灰发热，却创造性地被视为低价快消品的方便食品和当时餐饮界最时髦的火锅联系了起来 ：在火锅还与多人线下聚餐牢牢绑定，“一个人吃火锅”被视为孤独表现的2018年，自嗨锅打出无需尽力合群，“一个人也能好好吃饭，独自享受火锅”的概念，成功搭上了懒人经济和一人食的东风。 网传自嗨锅将8000万创业资金中的5000万资金都用在了宣传营销上：谢娜、林更新、华晨宇等娱乐圈大牌不断带货“明星同款”，造就了“ 半...

Tesla Inc. (NASDAQ:TSLA) will take into account whether a vehicle is running the company's Full Self-Driving (FSD) service to estimate its trade-in value on all Model S and X vehicles, as well as the Cyberbeast trim of the Cybertruck, with the Luxe Package being the main criterion for the offer. FSD To Be Taken Into Account The automaker, on Saturday, released updated FSD transfer terms and conditions, which also contain an FAQ section that addresses various FSD-related questions. The company, in one of the listed questions, also talks about FSD's impact on trade-in values. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share This investment firm leverages expert insights and a 2.40x net equity multiple to help accredited investors capitalize on 2026 multifamily market trends—read the full forecast now. Tesla says that, while FSD isn't taken into account when determining the trade-in value for vehicles, it will consider the FSD software on the Model Year 2026 Model X and Model S vehicles with the Luxe package. It will also consider the FSD on any Cyberbeast trim with the Luxe package. Tesla CEO Elon Musk recently shared that the company will end the production of the Model S and X by the end of the quarter, with the Fremont, California, facility to be used to boost Optimus production instead. Trending: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday investors. Updated FSD Terms The news comes as Tesla has announced multiple FSD transfer terms, sharing that the Free FSD transfers will end on March 31 this year. While the previous updates said that customers should take delivery of the vehicles by the March 31 deadline to qualify. Now, Tesla says that customers will also qualify for the scheme if they place their new vehicle order by March 31. Once the offer is availed, the FSD will only be available on the new vehicle. Read...

Tesla Says FSD Service Would Be Taken Into Account When Trading In Model S, X, Cyberbeast Trims With Luxe Package Yahoo Finance

日元近期剧烈波动正引发市场警惕。日元在经历了一段时间的疲软后开始走强，美元兑日元技术指标显示其已跌破100日均线，正测试自去年4月以来的长期趋势线。若决定性下破，将为挑战200日均线打开空间，目标直指150.50关口。 分析指出，这一技术性突破恐非孤立事件。历史经验表明， 日元的趋势性波动往往先行于全球风险资产的共振调整。 BCA研究指出， 过去三次主要日元套利交易（YCT）解除，均由“套利资产”承压触发，而非利差收窄驱动，且均伴随全球波动率指标全线飙升。 当前若日元升值动能延续，套利头寸的集中平仓可能迅速向跨资产市场传导 。风险传导路径上，纳斯达克100指数、美债波动率指标MOVE及VIX恐慌指数或依次承压。日元的“技术破位”正在成为全球资产变盘的前置信号。 日元角色转变：从顺周期到避险货币 2005年前后，日元完成了一次关键属性转换：由顺周期货币转向逆周期货币。这一转折节点，恰是日本海外净收入首次超过贸易顺差之时。BCA指出， 一旦净外汇收入超过贸易顺差，日元就会出现逆周期波动。 过去二十年，日元波动的主导逻辑已从贸易收支切换为海外资产的再投资与汇回。BCA研究指出，日元与日本本土投资组合流出的相关性趋于弱化，而与全球波动率指标呈显著正相关，而这正是套利交易深度渗透后留下的结构性痕迹。 当前，逻辑链条已然重塑。贸易顺差时代，出口景气决定汇率强弱；而如今，日元更多扮演全球风险情绪的影子变量。 当海外资产承压、避险情绪升温，日本投资者加速汇回海外收益，反而推动日元走强。这一“非典型”反应，使其在风险抛售周期中屡屡成为避风港，亦使其对全球波动率释放出更高敏感性。 日元走强传导风险，跨资产波动窗口临近 日本已累积约12万亿美元海外资产，年收入规模可观。BCA数据显示，仅去年日本海外投资组合便贡献约2400亿美元收入，使其在录得小额贸易逆差的背景下，仍保有2100亿美元经常账户盈余，这完全由海外收益支撑。 这一结构深刻改写了日元汇率逻辑：驱动因素正从贸易顺差转向收入流动。 当海外收益用于再投资，日元趋于走弱；而在全球压力时期，资金加速汇回，则推动日元走强。后者正成为当前市场的定价锚。 日元的持续升值已开始向跨资产领域传导。数据显示， 日元与纳斯达克100指数存在显著负相关性，若进一步突破关键技术位，或对科技股构成压力。 债券波动率指标MOVE虽小幅抬升，但仍处相对低位；该...

格隆汇2月11日｜美国1月季调后非农就业人口增加13万人，大幅高于市场预期中值7万人，创2025年4以来最大增幅；前值由5万人修正为4.8万人。

美国1月平均每小时工资月率 0.4%，预期0.30%，前值由0.30%修正为0.1% 2026-02-11 21:30:44 来源： 同花顺7x24快讯 分享 美国1月平均每小时工资月率0.4%，预期0.30%，前值由0.30%修正为0.1%。

格隆汇2月11日｜美国1月平均每小时工资月率 0.4%，预期0.30%，前值由0.30%修正为0.1%。