Group 1 - Mercedes-Benz plans to provide approximately €6 billion cash return to shareholders by 2026, corresponding to a yield of 11% [1] - UBS analyst Patrick Hummel notes that the cash return plan enhances the company's performance, but the expected profit margin for the automotive business is projected at 3%-5%, below the market average of 4%-6%, indicating potential downward adjustments in performance expectations [1] - The management proposed a higher-than-expected dividend while not ruling out further stock buybacks in the future, as shareholders await a recovery in profit margins driven by products and costs [1] Group 2 - The first batch of Daimler truck shares held by Mercedes-Benz is expected to be sold by 2026, with UBS anticipating more related share sales to further enhance the company's cash return potential [1] - Hummel mentioned that the high certainty of cash returns should provide solid support for the stock price [1] - UBS has lowered the target price for Mercedes-Benz from €63 to €58 while maintaining a neutral rating [1]

本文源自：金融界AI电报 美国银行：将美国雅宝(ALB.N)评级从中性评级上调至买入；将目标价从167.00美元上调至190.00美 元。 ...

Berenberg的Andrew Wishart在一份报告中称，英国12月份的就业数据持续走弱，缓解了对通胀可能反弹 的担忧。英国10月至12月的失业率从9月至11月的5.1%攀升至5.2%。不包括奖金的平均薪资增幅在截至 12月的三个月里从截至11月的三个月的4.4%放缓至4.2%。Wishart称，这些数据可能会让英国央行货币 政策委员会的成员感到放心，即"劳动力市场疲软正导致薪资通胀放缓"。 ...

Core Viewpoint - Despite low gas storage levels across the region, European natural gas prices continue to hover around €30 per megawatt-hour, influenced by warmer weather forecasts and the nearing end of the heating season [1] Group 1: Market Conditions - Analysts from ANZ Research indicate that the forecast of warmer weather suggests a relief in demand pressure [1] - The current gas storage level in the EU is below 34% of capacity, significantly lower than the five-year average [1] - The benchmark Dutch TTF natural gas futures contract has decreased by 2.3%, settling at €30.20 per megawatt-hour [1] Group 2: Supply Risks - Depleted inventories make prices susceptible to any supply disruptions [1]

瑞银分析师Cristian Nedelcu写道，赫伯罗特收购Zim的交易为这家德国 航运公司带来了大量增量运力， 并可能有利于其与马士基达成的Gemini网络协议。他说，增加Gemini网络中的服务数量将在低迷时期为 调整运力提供更大的灵活性。"不过，乍一看，在当前航运业运力过剩和订单量巨大的背景下，我们认 为一项潜在收购将带来的增量财务杠杆是一个负面因素。"瑞银表示，赫伯罗特和Zim合并后的市场份 额将在9.2%左右，其中赫伯罗特目前的市场份额为7%，Zim约为2%。赫伯罗特股价上涨3.4%，而Zim 股价在盘前交易中上涨38%。 ...

德国2月ZEW经济景气指数 58.3，前值 59.6。 ...

派拉蒙天舞股价盘前上涨2.9%，有报道称，华纳兄弟正考虑重启与该公司的出售谈判。 本文源自：金融界AI电报 ...

美国上市的银矿股盘前走低，赫克拉矿业下跌3.3%，科尔黛伦矿业股价下跌3.3%，Silvercorp Metals股 价下跌3.1%，Endeavour Silver下跌3.8%。 本文源自：金融界AI电报 ...

安本实物白银股票交易型开放式指数基金下跌3%，全球X白银矿业股交易型开放式指数基金下跌 3.1%，安硕白银信托基金下跌3%。 赫克拉矿业公司股价下跌3.3%，柯尔矿业公司股价下跌3.3%，银峰 资源公司股价下跌3.1%，奋进白银公司股价下跌3.8%。 本文源自：金融界AI电报 ...

特斯拉(TSLA.O)CEO埃隆·马斯克转发Tesla AI的公告，该公告称公司正在韩国招聘 人工智能 芯片设计 工程师。马斯克表示："如果你身处韩国，并且想要从事芯片设计、制造或人工智能软件相关的工作， 那就加入特斯拉吧。" ...