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外媒:菲律宾副总统莎拉宣布,将参加2028年总统竞选
Huan Qiu Wang· 2026-02-18 03:43
"我愿为国家献出我的生命、我的力量和我的未来。"莎拉当天称,"我是莎拉·杜特尔特,我将参加菲律 宾总统竞选。" 【环球网快讯】综合法新社、《菲律宾星报》等媒体报道,菲律宾副总统莎拉·杜特尔特18日宣布,她 将参加2028年总统竞选。 莎拉是菲律宾前总统杜特尔特的女儿。2022年,马科斯和莎拉搭档竞选菲律宾正副总统,取得胜利,但 随后双方关系急剧恶化。 ...
泽连斯基称特朗普对乌施加不当压力
Huan Qiu Wang· 2026-02-18 03:18
此前,特朗普13日说,泽连斯基必须"行动起来",同俄罗斯达成协议,否则将错失良机。俄罗斯、 美国、乌克兰代表17日在瑞士日内瓦结束首日会谈,三方没有发表任何正式声明,18日将继续会谈,媒 体报道称首日会谈气氛紧张。 据美国Axios新闻网报道,乌克兰总统泽连斯基当地时间17日在接受该媒体采访时表示,美国总统 特朗普在试图推动解决俄乌冲突过程中,对乌克兰施加不当压力。他称,特朗普一直公开呼吁乌克兰而 非俄罗斯为实现和平作出让步,这种做法并"不公平"。 泽连斯基还表示,任何要求乌克兰放弃顿巴斯地区的方案,如果提交公投,都会遭到乌克兰民众的 反对。他还建议美总统特使威特科夫和特朗普女婿库什纳,不应试图迫使他向本国民众兜售一个会被视 为"失败故事"的和平愿景。 泽连斯基对Axios新闻网作出上述表态之际,俄美乌正在举行第三轮三方会谈。报道称,特朗普近 日两次表示,应由泽连斯基做出让步。对此,泽连斯基表示,"我希望这只是他的策略,而非最终决 定。"他还暗示,对特朗普而言,向乌克兰施压或许比向体量更大的俄罗斯施压更为容易。 ...
年前最后一周机构密集调研科创板 这些细分赛道成焦点
Huan Qiu Wang· 2026-02-18 02:00
Group 1 - A total of 9 companies in the Sci-Tech Innovation Board received institutional research from February 9 to 15, with Huazhu Gaoke receiving the most attention from 23 institutions [1] - Huazhu Gaoke's 3D printing equipment is primarily used in the aerospace sector, including commercial aerospace, addressing challenges in lightweight and complex structure manufacturing [3] - Oukeyi noted that as domestic tool capabilities improve, the market share of domestic tools in the aerospace sector is gradually increasing, with product reserves for high-temperature alloys and titanium alloys [3] Group 2 - Zhongxin International indicated that strong demand for AI in storage is squeezing orders in the mid-to-low-end sectors, while orders related to AI, storage, and high-end applications are increasing [3] - Oulain New Materials stated that despite rising raw material prices, the company maintains strong profitability due to ongoing R&D and the extension into high-value fields such as nuclear medicine and controlled nuclear fusion [3] - The precision tool industry is experiencing rapid increases in tungsten raw material prices, which Oukeyi believes will accelerate the industry's shift from price competition to value competition [4] Group 3 - Liyuanheng highlighted solid-state battery equipment as a key focus area, with some projects already implemented, showcasing the company's capability to supply core process equipment across the entire production line [4] - Fuke Technology is leading a strategic frontier project aimed at breaking through the technology for converting biogas into green methanol, laying the foundation for a 100,000-ton green fuel industry application [4]
巴菲特卸任前最后一季13F出炉:建仓纽约时报 减持苹果美银亚马逊
Huan Qiu Wang· 2026-02-18 01:54
Core Viewpoint - Berkshire Hathaway continues to adjust its technology and financial heavyweights while initiating a position in traditional media with The New York Times in the fourth quarter [2] Group 1: Stock Adjustments - Berkshire reduced its stake in Apple for the third consecutive quarter, selling 10.29 million shares, resulting in a 4.3% decrease in holdings and a market value reduction of approximately $2.8 billion, although Apple remains the top holding [2] - The company decreased its position in Bank of America by nearly 50.8 million shares, an 8.9% reduction, with a cumulative decrease of about 50% over the past year and a half [2] - Amazon saw the largest reduction, with a 77.2% decrease in holdings, dropping to approximately 2.3 million shares, and its portfolio share plummeting from 0.82% to 0.19% [2] Group 2: New Investments - The New York Times was the only new position initiated by Berkshire in the fourth quarter, acquiring 5.067 million shares valued at approximately $352 million, representing about 3.1% of the company [2] - Following the announcement of the New York Times position, its stock price surged over 10% in after-hours trading [2] Group 3: Increased Holdings - Berkshire increased its stake in Chevron by over 8.09 million shares, leading to a market value increase of approximately $1.23 billion [2] - The company also raised its holdings in Chubb Limited by nearly 2.92 million shares, reflecting a 9.3% increase in share count [2] - Additionally, Berkshire increased its position in Domino's Pizza by 368,000 shares, bringing its total holdings to approximately $1.4 billion [2] Group 4: Top Holdings - As of the end of the fourth quarter, Berkshire's top ten holdings remained consistent, including Apple, American Express, Bank of America, Coca-Cola, Chevron, Moody's, Occidental Petroleum, Chubb Limited, Kraft Heinz, and Alphabet [2]
大年初一金价跌破4900美元 机构仍看好后市
Huan Qiu Wang· 2026-02-18 01:54
尽管短期回调,多家机构仍看涨后市。澳新银行预计金价将在第二季度触及5800美元/盎司。瑞银则给出更激进的预测,认为年中最高或触及6200美元,主 要动力来自央行与投资需求、财政赤字扩大、美国实际利率下行以及地缘政治风险。杰富瑞已将2026年黄金价格预测从4200美元上调至5000美元,指出通胀 和美元贬值背景下,投资者和央行"实际上只有一个选择——硬资产"。 业内分析认为,在美联储降息预期有所降温的背景下,黄金在5000美元关口遭遇阻力,叠加部分投资者获利了结,加剧了价格下行压力。印度《经济时报》 认为,未来黄金价格走势与美元走强、流动性下降、美联储前景以及地缘政治紧张局势缓解有关。投资者可以关注降息及5600美元附近的阻力位及未来价格 走向。 【环球网财经综合】2月17日,大年初一,国际贵金属价格延续跌势。现货黄金盘中跌破4900美元/盎司,最低下探至4922美元,日内一度跌超1%;现货白 银最低跌至73.06美元,日内跌超4%。 此前一日(2月16日),现货黄金已大跌近1%,现货白银跌0.84%。今年1月下旬,金价曾飙升至5595美元上方历史高位,但本月初连续两日暴跌,一度回吐 至4400美元。 墨尔本V ...
科技周期领涨 高股息策略能否逆转引关注
Huan Qiu Wang· 2026-02-18 01:51
Group 1 - The technology and cyclical sectors have shown strong performance since January, with indices such as media, building materials, non-ferrous metals, and oil and petrochemicals rising over 10% as of February 13 [1] - In contrast, the dividend strategy has underperformed significantly in 2025, with the banking index down over 6% year-to-date, indicating a weak performance among low-valuation, high-dividend sectors [1] Group 2 - A report from Guojin Securities suggests that in the context of low macro risks from AI investments and a global manufacturing recovery during a rate-cutting cycle, corporate profit recovery in China could drive the stock market in 2026 [3] - The report indicates that investors may focus more on marginal changes in fundamentals rather than dividend yields, suggesting that dividend strategies may struggle to achieve excess returns this year [3] - Despite this, dividend assets are still considered a "ballast" for portfolios due to their low valuation, low volatility, and competitive yield compared to government bond rates [3] - Over 50 companies have committed to a dividend payout ratio of no less than 30% for 2025, with notable commitments from Huaihe Energy, Guangdong Expressway A, and Desso Fashion for substantial cash dividends [3] - Huaihe Energy has pledged a total cash dividend of no less than 75% of its net profit for 2025-2027, with a per-share dividend of at least 0.19 yuan (tax included) [3] - Guangdong Expressway A plans to distribute cash dividends of no less than 70% of its net profit for 2024-2026, while Desso Fashion commits to a minimum of 60% for the same period [3] - Based on the latest closing prices, Huaihe Energy has a dividend yield exceeding 5.4%, and Guangdong Expressway A is projected to have a yield over 5% based on a 70% payout ratio [3] - Eighteen stocks, including Hongcheng Environment, Sichuan Chengyu, Wantong Expressway, and China National Materials, are forecasted to have dividend yields exceeding 4% based on institutional consensus for 2025 earnings and committed payout ratios [3]
杰西·杰克逊去世,奥巴马发文:深感悲痛,致以最深切哀悼
Huan Qiu Wang· 2026-02-18 01:03
【环球网报道】美国著名民权运动领袖杰西·杰克逊17日在芝加哥去世,享年84岁。美国前总统奥巴马 同日在社交平台X发文悼念,称米歇尔和他得知杰克逊离世的消息后"深感悲痛"。 杰克逊1941年10月8日生于南卡罗来纳州格林维尔市,1965年参加马丁·路德·金领导的美国民权运动。马 丁·路德·金于1968年4月4日在田纳西州孟菲斯市遇刺身亡时,杰克逊在场。据杰克逊回忆,马丁·路德·金 死在他怀中。此后,杰克逊成为美国民权运动领袖,拥有较大影响力。他为贫困和弱势群体在选举权、 就业机会、教育和医疗保健等议题上发声。杰克逊在1984年、1988年两度竞选总统,2000年获得总统自 由勋章。 据美国媒体报道,杰克逊17日在芝加哥去世,享年84岁。他于去年11月住院观察,被诊断罹患一种罕见 的神经系统变性疾病。2017年,他透露自己被诊断患有帕金森病。 奥巴马在帖文中写道,"我们将永远感激杰西一生所作出的奉献,也感激我们两家之间的情谊,我们是 站在他的肩膀上前行的",我们向杰克逊家人,致以最深切的哀悼。 ...
阿联酋、土耳其、埃及、约旦、印尼、巴基斯坦、沙特、卡塔尔联合声明
Huan Qiu Wang· 2026-02-17 11:16
Core Viewpoint - Eight foreign ministers from Egypt, Turkey, Saudi Arabia, and other countries condemned Israel's recent decisions regarding land policies in the West Bank, warning that these actions could escalate regional tensions [1][3]. Group 1: Joint Statement by Foreign Ministers - The foreign ministers criticized Israel's illegal measures aimed at accelerating settlement activities and land confiscation, which they argue impose Israel's "illegal sovereignty" over Palestinian territories and violate international law [3]. - They emphasized that these actions reflect Israel's attempt to establish a new legal and administrative reality that undermines the two-state solution and the prospects for an independent Palestinian state [3]. - The ministers reiterated their strong opposition to any unilateral measures that aim to change the legal, demographic, and historical status of the occupied Palestinian territories, warning that such policies could lead to dangerous escalations and increased instability in the region [3][4]. Group 2: Land Registration in the West Bank - Israel's cabinet approved a new land registration process in the West Bank, marking the first systematic land registration in the area since 1967, which is expected to declare large areas of land as "state-owned" [3][4]. - Approximately two-thirds of the land in the West Bank remains unregistered, with most of it located in Area C, which is under Israeli control. This land registration will primarily take place in Area C, which constitutes about 60% of the West Bank's total area [4].
美国土安全部长与下属传出婚外情,特朗普回应:没听说过,会去了解
Huan Qiu Wang· 2026-02-17 10:07
特朗普随后还表示:"我会去了解的,但我确实没听说过。" 对于诺姆与卢万多夫斯基之间的绯闻,美国国土安全部发言人回应称:"本部门不会浪费时间在那些无聊且毫无根据的八卦上,我们有实际工作要做,那就 是要保卫美国国土和公民安全。" 《野兽日报》提到,54岁的诺姆与52岁的卢万多夫斯基各自已婚,但被传长期存在婚外情关系,有官员甚至形容这是"华盛顿最公开的秘密"。报道称,卢万 多夫斯基作为诺姆的首席顾问及"实际上的幕僚长",以无薪特殊政府雇员身份工作,每年工作上限为130天且无需披露或放弃其他商业利益。而对于流传的 绯闻,两人均表示否认。 【环球网报道 记者 赵建东】美国国土安全部长诺姆与其首席顾问卢万多夫斯基之间的婚外情传得沸沸扬扬。据《野兽日报》等媒体报道,当地时间16日, 美国总统特朗普在"空军一号"上被记者问及此事时作出回应。 美媒称,特朗普在飞机上被问及对两人有关绯闻报道的看法,并且是否认为"这有损形象"以及诺姆是否还能继续留任。"我不知道这事,"特朗普回答,"我 是说,我没听说过。" ...
俄方警告欧洲大国:若俄罗斯船只遭扣押,俄方或对欧洲航运实施报复
Huan Qiu Wang· 2026-02-17 09:57
报道提到,西方国家因俄乌冲突对俄罗斯实施超过3万项制裁,试图切断俄罗斯与全球贸易的联系并重创其财政,它们还试图拦截 涉嫌参与俄罗斯石油运输的油轮。 今年1月早些时候,美国军方宣称扣押两艘与委内瑞拉相关的油轮,其中一艘悬挂了俄罗斯国旗,且已被美方追踪一段时间。英国 国防部随后证实,英军为美国扣押"水手"号(又名"贝拉1"号)油轮的行动提供支援。俄罗斯外交部发言人扎哈罗娃1月15日谴责 称,莫斯科将把英方实施此类带有"侵略性意图"的行为视为直接违反《联合国海洋法公约》。 "我们始终认为,保障航行安全的最佳保障是海军。在包括远离俄罗斯的主要海域,必须长期部署大量兵力——以遏制西方海盗的 嚣张气焰。"帕特鲁舍夫补充说。 【环球网报道 记者 李梓瑜】据路透社报道,俄罗斯总统助理、俄联邦海事委员会主席尼古拉·帕特鲁舍夫当地时间17日警告称,俄 罗斯可能部署海军以阻止欧洲大国扣押其船只,若俄罗斯船只遭到扣押,俄方或对欧洲航运实施报复。 帕特鲁舍夫在接受俄媒采访时表示,"如果我们不给予他们强硬回击,那么很快英国、法国乃至波罗的海国家都将变得傲慢至极, 甚至试图至少在大西洋海域封锁我国的出海口"。 ...