财联社2月15日讯（记者 闫军） 仅隔12天，国投白银LOF赔偿方案春节前落地。 国投瑞银基金今日公告称，将对受国投白银LOF估值调整影响的投资者进行补偿。遵循分层分类、便捷可靠的原则制定本方案，以最大限度保护投资者特别是中小投资者的合法权益。 方案适用范围为国投瑞银白银期货 证券 投资基金（LOF）以2026年2月2日净值确认赎回（含2026年1月30日15点之后至2月2日15点之前提交赎回申请）的自然人投资者，不含机构投资者。 财联社记者整理显示，此次补偿有以下特点： 一是补偿性质罕见。 此次补偿并非因违法违规，而是在估值调整合法合规的前提下，公司基于回应投资者呼声、守护投资者信任与体验而做出的主动安排，属于行业少见的“跨越免责区”案例。 二是仅补偿个人投资者。 方案仅适用于自然人投资者（即散户），且特指在2026年1月30日15：00后至2月2日15：00前提交赎回、并以2月2日净值确认赎回的投资者，机构投资者被排除在外。 三是以损失1000元为界，分层补偿机制。 采取差异化补偿标准：受估值调整影响金额在1000元以下的投资者，可获得全额补偿；影响金额超过1000元（含）的，则在1000元基础上，对超出部分按特定比例计算补偿。 四是线上办理渠道。 补偿工作将于2月26日正式启动，投资者可通过支付宝搜索“国投瑞银白银基金”小程序，在线完成身份核验后办理相关事宜。 春节前落地，国投瑞银补偿受白银LOF估值调整影响的投资者，9成可获补偿 2月15日晚间，国投瑞银基金公告称，将对受国投白银LOF估值调整影响的投资者进行补偿，遵循分层分类、便捷可靠的原则制定本方案，以最大限度保护投资者特别是中小投资者的合法权益。方案适用范围为国投瑞银白银期货证券投资基金（LOF）以2026年2月2日净值确认赎回（含2026年1月30日15点之后至2月2日15点之前提交赎回申请）的自然人投资者，不含机构投资者。具体方案： 一是对估值调整影响金额（由-17%调至-31.5%的部分）为1000元以下的自然人投资者，按实际影响金额全额确定和解金额（该部分投资者占当日赎回投资者的比例超9成）。 二是对估值调整影响金额（由-17%调至-31.5%的部分）超过1000元（含）的自然人投资者，在1000元基础上加上超1000元部分乘以一定比例确定总和解金额。 三是上述自然人投资者可通过支付宝搜索“国投...

【新春人流】 內地新春黃金周展開，今日截至下午四時，出入境人次有58.1萬，逾27萬港人出境，超過11萬內地旅客訪港。 高鐵西九龍站，上午有大批內地旅客抵港，不少是一家大小。 內地旅客李女士說：「我覺得香港，讓孩子第一次來這麼繁華的大都市看看，還有就是迪士尼樂園，對孩子有吸引力，還有去海洋公園，還有去太平山頂，票都提前訂好。」 內地旅客劉女士稱：「(香港)比較有吸引力，從小看TVB的劇長大的，就隨便玩一下，然後帶小朋友坐一下『叮叮車』。」 在尖沙咀廣東道部分名店外，一早已經有遊客排隊，有遊客專程來買金。 東莞旅客鄭先生指出：「看到這裡很多排隊買金，就抱著一種想『買給我老婆』的心態，就排隊了。」 浙江旅客崔女士表示：「這裡好像有折扣？而且有些款式，可能這裡有貨或新鮮一點。」 有酒店指今個新春房間出租率達九成，租金亦有百分之5至8的升幅。 美麗華集團首席營運總裁陳宗彝稱：「內地連假，今年特別有刺激內需，由8天假增至連續放9天。去年情人節在星期五，今年在星期六，2月12至13日已經有旅客入住，一直到過農曆年，所以今年農曆年發現很多年輕旅客。」 他又指新春期間，本港舉辦多項大型活動，都有助吸引旅客多留幾天。 旅遊業監管局早前預計，內地新春黃金周期間有大約2,200個入境旅行團，會加派人手巡查，較多入境團活動地點，確保旅行團活動有序進行。 【零售業界對市道樂觀】 財政司司長陳茂波表示，截至上周五，今年訪港旅客按年增加近一成。零售、餐飲業界都稱，對今年展望變得樂觀，認為已經見底。 財政司司長陳茂波說：「祝大家馬到功成、萬事勝意。」 財政司司長陳茂波在網誌上載片段，他年廿七到訪維園年宵，花費約3,800元，買了年花、賀年食品、學生製作的文創產品等。 陳茂波向媒體發的新春賀詞，指外圍充滿挑戰，亦有不少機遇。 陳茂波說：「我們將積極拼經濟、謀發展，鞏固提升傳統優勢產業，同時開拓新市場，發展新興產業。」 他提到由1月1日到上周五，訪港旅客達723萬人次，比去年同期增加近一成，當中海外旅客，更顯著增加逾一成六。 餐飲業界認為，盛事經濟開始見到成效。 自由黨飲食界議員梁進指出：「多了非內地旅客來香港，所以我們傳統旅遊區，如中環、銅鑼灣，更多不同旅客光顧不同餐廳，所以非中式的食肆，感受的增幅較大，可能去到一成多。很多不同行家，對今年本身的展望也是偏向謹慎，但看到1、2月情況確實有好轉，我們整...

【「反向過年」增加】 內地為期九天的春節假期展開，不少民眾出發到外地或回鄉度歲，不過有數據顯示，今年春節，長者到大城市與子女團聚的情況，明顯增加。 假期第一日，北京西站、廣州南站等車站，候車大堂都人頭湧湧。央視報道指，全國鐵路出現春節前客流高峰，預計全日會接載1,395萬人次旅客，並加開逾1,500班列車疏導。 航空交通方面，多個機場同樣出現客流高峰，預計周日全國民航將接載237萬人次，其中北京首都機場，每年都是熱門出發地。不過央視報道稱，今年從其他省市出發到北京的中老年人明顯增加，不少都是到北京同子女團聚。 有內地傳媒報道，今年所謂「反向過年」情況明顯增加，即是年輕人接父母到大城市過年。有旅遊平台數據顯示，今年春節假期，前往北京、上海、成都等大城市的機票預訂量倍增，飛往北京的旅客中，60歲或以上旅客按年多1.6倍。 有分析認為，「反向過年」除了能避開人潮，更易購買車票，亦能帶動經濟，包括進一步為城市帶來增量消費，以及傳遞現代消費觀念、帶動農村消費升級等。 【不少外國遊客專程來廣東過年】 中國宣布周二起，對加拿大及英國實施免簽政策，直至年底。而隨著近年免簽國家增加，春節前夕已陸續有不少外國旅客，到內地不同城市感受過年氣氛。 春節前夕，內地多個機場口岸，都見到不少外國遊客。外交部早前公布，在春節期間，外國遊客來中國的機票預訂量按年增長逾四倍。他們來中國過年，有甚麼想做呢？ 有西班牙旅客說：「在上海體驗一下農曆新年，去吃飯、逛一下中國的市場。」 有旅遊平台指，近期海外遊客預訂燈會等非遺項目的預訂量，按年多六倍。 除了參觀名勝，品嚐美食亦是遊客的指定動作。廣東的旅遊業界人士稱，越來越多外國遊客及海外華人，專程來廣東過年，並一嚐地道粵菜。今年廣州多間酒樓，由年廿九至大年初三預約已爆滿，又稱有外國遊客更自學粵語點菜。 中國旅遊飯店業協會副會長林鎮海稱：「真的很驚訝，他說『我要點菜』，然後第一句英文，第二句話就是『我要蝦餃、燒賣、糯米雞』。他們已經是從網上去學習了一些粵語的表達方式。然後來中國的話他們覺得，不單只是美食上面的融合，而是一種生活的風俗文化的融合。」 廣東向來是外國遊客其中一個熱門目的地，單在春運首周，廣州白雲邊檢站已有逾十萬人次外籍旅客出入境，按年多一成六。 【烏茲別克對華免簽逾半年中國遊客倍增】 烏茲別克對華免簽半年多，到訪當地的中國遊客倍增。有不少當地導遊學習...

【大阪持刀襲擊案】 日本大阪旅遊景點道頓堀發生持刀襲擊案，一死兩傷，兇徒被捕。中國駐大阪總領事館再次提醒中國公民，近期避免前往日本。 案發在周六深夜，警方接報指道頓堀一棟建築物，有三名青少年被刀刺傷，其中一名17歲男子傷重不治，餘下兩人傷勢未明。 警方其後拘捕21歲的兇徒，並在他身上搜出一把刀，相信是兇器，警方相信疑犯認識三名受害人，以涉嫌謀殺罪起訴他。該名疑犯指，自己並無殺人意圖。 中國駐大阪總領事館指，近期日本部分地區治安環境不靖，類似惡性案件多發頻傳。再次提醒中國公民近期避免前往日本，呼籲領區公民加強安全防範，密切關注當地治安形勢。 【魯比奧談中美關係】 美國國務卿魯比奧在德國出席慕尼黑安全會議時，談及美中元首預計今年四月會面。他說美中在各自的國家利益上，經常難以一致，美國有責任與中國對話，強調雙方必須盡力管控分歧，避免衝突和摩擦。 美國國務卿魯比奧出席慕尼黑安全會議，在演說後的問答環節，談及美中關係。對於美國總統特朗普預計今年四月訪華，與國家主席習近平會晤，魯比奧表示，美中在各自的國家利益上，往往並不一致，雙方必須盡力管控分歧，避免衝突。 美國國務卿魯比奧說：「(美中)作為全球兩大經濟體，地球上兩大強國，我們有責任與他們(中國)溝通對話。因為我們是兩個大國，擁有廣泛全球利益，我們兩國利益經常不一致。他們的國家利益與我們的國家利益也不一致，我們有責任盡力管控分歧。當然，要避免衝突，包括經濟衝突和其他更嚴重的衝突。」 他又表示，美中之間以及西方與中國之間，存在一些根本性的挑戰，基於種種原因，這些挑戰在可預見的未來仍會持續存在，美中必須盡可能避免不必要的摩擦。 魯比奧表示：「我認為我們(美中)肩負著特殊責任。因為美中在貿易上的任何舉動，都具有全球性影響。我確實認為我們需要盡力管控這些長期挑戰，盡可能避免不必要的摩擦。」 在北京，外交部早前表示，元首外交對中美外交發揮著，不可替代的戰略引領作用，又指中美經貿關係的本質是互利共贏，雙方應落實好兩國元首共同達成的重要共識， 為中美經貿合作與世界經濟，注入更多確定性和穩定性。 【美國繼續向伊朗加強施壓】 美國繼續向伊朗加強施壓，據報美軍正為打擊伊朗做準備，預計軍事行動可能持續數星期，美方又計劃迫使伊朗減少對中國出口石油。英國廣播公司報道，指如果美國願意討論解除制裁，伊朗願意考慮妥協，與美國達成核協議。 美國和伊朗早前就伊朗...

PNC Financial Services Group Inc. Sells 15,599 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

Shell Asset Management Co. Reduces Stock Position in Advanced Micro Devices, Inc. $AMD MarketBeat

QUALCOMM Incorporated $QCOM Shares Bought by State of New Jersey Common Pension Fund D MarketBeat

Pursue Wealth Partners LLC Has $2.95 Million Stock Holdings in Tesla, Inc. $TSLA MarketBeat

State of New Jersey Common Pension Fund D Increases Position in Tesla, Inc. $TSLA MarketBeat

State of New Jersey Common Pension Fund D Has $91.59 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD MarketBeat

中英金融工作组首次会议在北京举行。会上，双方金融管理部门就全球宏观经济形势与金融稳定、金融监管、金融市场发展与互联互通、反洗钱和反假币合作等议题深入交换了意见，达成多项务实合作成果。双方一致认为，中英金融工作组将在促进双方金融管理当局交流、推动金融市场发展与创新、维护两国金融稳定等方面发挥积极作用。（财联社）

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Munich, Los Angeles, and Toronto saw the largest crowds, with smaller rallies also taking place in Tel Aviv and Libson.

Activist investors typically acquire a significant minority stake in a company to influence its strategy or actions.

Key PointsActivist investor Ancora Holdings recently disclosed a $200 million stake in Warner Bros. Discovery.

State of New Jersey Common Pension Fund D Purchases 25,595 Shares of Oracle Corporation $ORCL MarketBeat

Uniting Wealth Partners LLC Has $1.09 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

格隆汇2月15日｜淡水泉(香港)总裁兼首席经济学家陶冬近日预判，2026年将成为AI行业的“应用落地年”，竞争焦点将从“拼参数、拼技术”转向“拼应用、拼盈利”。行业将进入洗牌阶段，财务脆弱的公司可能因融资困境引发连锁反应。他特别警示，AI已成为美国经济的核心动能，相关投资占总投资规模超50%，大量资金沉淀在银行、债券与私募信贷中。他指出，一旦AI板块出现剧烈调整，可能触发系统性风险，届时美联储与白宫势必介入救市，政策走向或将出现戏剧性转折。

Barbican, London The UK premiere of a stirring joint concerto by five US artists refashioned patriotic songs, minstrelsy and poetry to present an alternative America built on inclusion It may be 250 years since the Declaration of Independence but the question of what the United States is and, more importantly, where it is headed has never felt more pertinent. Leonard Bernstein, born to parents of Russian/Ukrainian heritage, wrote West Side Story as a plea for tolerance in a society riven with prejudice. It was a canny opener for this American-themed concert and a showcase for the BBC Symphony Orchestra’s brass and percussion in particular. Conductor Daniele Rustioni held back at first, as if wary of too much schmaltz, but by the hip-wriggling mambo the players had found their groove. The UK premiere of the collaboration Concerto No 2: Anthem found bass-baritone and Barbican artist in residence Davóne Tines weighing the current state of the US in the balance and finding it sorely wanting. What if, he suggested, the nation code-switched, moving on from a bloody past built on the backs of immigrants and slaves to embrace a more inclusive society inspired by today’s Black American experience. In the brassy first movement, composer Michael Schachter’s arrangement of The Star-Spangled Banner puffed up the US national anthem until it choked on its own pomp and patriotism (probably a criminal offence in Trump’s America). But wait, argued the voice of poet Mahogany L Browne, what signifies freedom when “the noose is still hanging from democracy’s tree”? Continue reading...

格隆汇2月15日｜欧盟外交与安全政策高级代表卡拉斯15日在德国慕尼黑说，她认为欧盟成员国尚未准备好向乌克兰提供具体入盟日期。卡拉斯当天在参加第62届慕尼黑安全会议（慕安会）一场小组讨论时说，欧盟扩大始终是一项地缘政治决策，最终促使欧盟做出决定的将是地缘政治格局。她认为，乌克兰加入欧盟还有大量工作要做，当务之急是“采取行动表明乌克兰是欧洲的一部分”。

Mohamad Faizal Bin Ramli/iStock via Getty Images Materials, Industrials and Consumer discretionary are set to lead this week’s earnings calendar, with 475 companies scheduled to report. This week’s quant rankings highlight a clear divide, with Materials (particularly gold mining companies) leading the top-rated stocks, led by IAMGOLD Corporation ( IAG ) with a near-perfect quant rating of 4.99 along with Coeur Mining ( CDE ) and Newmont ( NEM ). Seeking Alpha’s Quant Rating system grades stocks based on their relative performance on critical quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are assigned on a scale from 1 to 5, with any score of 3.5 or above considered a bullish rating and any score of 2.5 or below indicating a bearish assessment. Here are the top and bottom-rated upcoming earnings stocks, ranked by Quant: IAMGOLD ( IAG ), Quant Rating: 4.99 Prenetics Global ( PRE ), Quant Rating: 4.97 Coeur Mining ( CDE ), Quant Rating: 4.96 Newmont ( NEM ), Quant Rating: 4.93 Eldorado Gold ( EGO ), Quant Rating: 4.92 Orange S.A. ( ORANY ), Quant Rating: 4.91 Centerra Gold ( CGAU ), Quant Rating: 4.91 Donegal Group ( DGICA ), Quant Rating: 4.91 Vicor ( VICR ), Quant Rating: 4.88 Aegon ( AEG ), Quant Rating: 4.86 ReNew Energy Global ( RNW ), Quant Rating: 1.39 Sabre ( SABR ), Quant Rating: 1.37 Six Flags Entertainment ( FUN ), Quant Rating: 1.28 NeoVolta ( NEOV ), Quant Rating: 1.18 Cineverse ( CNVS ), Quant Rating: 1.17 Beta Bionics ( BBNX ), Quant Rating: 1.16 Telix Pharmaceuticals ( TLX ), Quant Rating: 1.15 Quantum ( QMCO ), Quant Rating: 1.11 Endava ( DAVA ), Quant Rating: 1.11 Sol Strategies ( STKE ), Quant Rating: 1.03 More on earnings Earnings calendar Earnings week ahead: WMT, ET. OXY, PANW, NEM, MDT, DVN, DE, ETSY, CVNA, and more Earnings scoreboard: 54 of 81 companies post earnings growth in latest week 2 out of 7 S&P 500 materials stocks beat EPS estimates this week: Earnings Scorecard

Shell Asset Management Co. Decreases Position in Micron Technology, Inc. $MU MarketBeat

State of New Jersey Common Pension Fund D Purchases 14,728 Shares of Micron Technology, Inc. $MU MarketBeat

Maskot/DigitalVision via Getty Images Introduction Shares in CareTrust REIT ( CTRE ) are off to a strong start in 2026, building on the impressive returns delivered in 2025. For a company that uses only 3% debt in its capital structure, the >50% gain in the share price over the last year may clearly cause some investor anxiety and discussions about taking profits. From a fundamental perspective, CTRE gives few reasons to ditch your shares. Rent collection stands at 100%, and tenant rent coverage is improving year-over-year. As such, I confirm my previous Hold rating on the shares, driven by: A somewhat elevated 20.8x 2026 normalized FFO multiple, partially explained by low leverage. Very attractive normalized FFO growth expectations of 9.4% in 2026. A $500 million investment pipeline, allowing the company to capture the spread between private market yields of about 8.6% and CTRE's market-implied cap rate of 5.7%. Investors not familiar with CTRE may find the Company Overview section in my previous coverage insightful . The only notable change I would highlight is that enterprise value has now grown by 9% to $9.3 billion, with the latest Q4 2025 results presentation available here . Q4 2025 Results Overview CTRE delivered normalized FFO of $0.47/share, up 18% Y/Y. The increase was principally driven by significant investments of $1.5 billion concluded in 2025 at a yield of 8.6%, notably above the company's cost of capital. Rent collection remained robust at 100%, while EBITDARM coverage (a metric looking at rent coverage by tenants) improved to 2.78x, up 0.11x Y/Y. CTRE only issued 6.5 million in new shares in Q4 2025, well below the 23 million issued in Q3 2025. This allowed it to deliver $1.76/share in annual normalized FFO, in line with its updated guidance. All in all, I see no red flags with regard to CTRE's quarterly earnings, with the company delivering sound operating performance. What is more, equity issuance continues at a more moderate pace, allowing CTRE ...

Marcus Wong talks to Malavika Kaur Makol on how emerging-market currencies are staying calmer than those in developed nations.

Emerging-market currencies are proving more stable than those in developed nations, a streak some investors say could become the longest in more than two decades. JPMorgan volatility indexes show developing nations’ currencies have swung less than their Group of Seven peers for nearly 200 straight days — the longest stretch since 2008. If it passes 208 days, it would mark a record going back to 2000. The unusual calm in the cohort usually regarded as riskier is being driven by a mix of factors. A weaker dollar and expectations for gradual Federal Reserve easing have reduced pressure on developing markets. Meanwhile, strong commodity prices and robust capital inflows have supported demand for emerging-market assets. That backdrop is reinforcing the appeal of the carry trade, according to JPMorgan Asset Management. “EM currencies remain a carry trade, hence the controlled volatility environment will continue to attract ongoing inflows into EM local assets,” said Jason Pang , a fixed income portfolio manager at the money manager in Hong Kong. The carry-trade strategy — borrowing in low-yielding currencies to invest in higher-yielding emerging-market assets — thrives in calm conditions and can help stabilize currencies by sustaining inflows. Investors have poured money into emerging markets this year at the fastest pace for the period since 2019, according to a Bloomberg capital flow proxy gauge , extending last year’s surge , which was the largest since 2009. The inflows are supporting performance. A Bloomberg index of eight developing-market currencies has risen about 2.8% so far this year, extending last year’s stellar 17.5% advance. Structural factors are also helping to keep market swings contained. Improvements in emerging-market fundamentals, relatively stronger growth than in developed economies and ample FX reserves should help keep emerging-market currency volatility subdued this year, said Matthew Ryan , head of market strategy at Ebury Partners Ltd. In contr...

Shell Asset Management Co. Trims Position in Intel Corporation $INTC MarketBeat

State of New Jersey Common Pension Fund D Has $144.13 Million Stake in Palantir Technologies Inc. $PLTR MarketBeat

State of New Jersey Common Pension Fund D Has $51.11 Million Holdings in Intel Corporation $INTC MarketBeat

NVIDIA Broadens AI Platform From Data Centers To Industrial And Edge Uses simplywall.st