Group 1 - General Mills has lowered its sales and profit expectations for fiscal year 2026, adjusting the organic sales growth target from a previous range of "down 1% to up 1%" to "down 1.5% to 2%" due to persistently weak consumer sentiment [1] - The company expects a more significant decline in profit, with adjusted operating profit and adjusted earnings per share projected to decrease by 16% to 20%, compared to the earlier forecast of a 10% to 15% decline, indicating a notable deterioration in profitability outlook within a few months [1] - As one of the largest food companies globally, General Mills owns well-known brands such as Häagen-Dazs, Wanchai Ferry, and Betty Crocker, with products spanning various categories including breakfast cereals, frozen foods, baking goods, snacks, and pet foods, reflecting the overall consumer environment [1] Group 2 - The core issue behind the lowered expectations is weak demand, as consumers are becoming more cautious with their food spending, leading to a decline in purchasing willingness that directly impacts product sales [1] - The North American packaged food industry is experiencing a demand cooling cycle, with rising consumer sensitivity to prices and increased competition from private labels and discount channels against traditional brand manufacturers [2]

本文源自：金融界AI电报 派拉蒙股价最新上涨7.8%。 ...

本文源自：金融界AI电报 美国黄金概念股下挫，哈莫尼黄金(HMY.N)跌6%、金田(GFI.N)跌4.6%、泛美白银(PAAS.O)跌4.4%。 ...

禾赛美股盘初涨超7%，马年春晚宇树两款人形机器人全部搭载了禾赛JT128激光雷达。 本文源自：金融界AI电报 ...

风险认知方面，四分之一受访者将人工智能泡沫视为首要尾部风险，占比位列所有尾部风险之首，30% 受访者认为科技巨头在人工智能领域的大规模资本支出，最有可能成为信贷危机的导火索。交易热度 上，做多黄金连续第二个月成为最拥挤的交易方向，占比达50%，做多美股非科技龙头位列第二，占比 为20%。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：观察君 美国银行最新基金经理调查显示，投资者对企业资本支出过热的担忧触及过去二十年以来的最高水平， 同时有四分之一受访者将人工智能泡沫视为当前市场面临的首要尾部风险。 报告显示，尽管受访者的整体看涨情绪升至2021年6月以来的高位，但约35%的投资者警告企业存在过 度投资问题，这一比例创下该调查开展二十年以来的新高。受此影响，投资者正在主动缩减科技股敞 口，当前对科技股的净超配比例仅为5%，较一个月前的19%大幅回落，降幅达到2025年3月以来的最大 值。 2026年全球企业资本支出预计将迎来历史峰值，其中美国四大科技公司合计资本支出规模将达到约6500 亿美元。投资者对于资本支出的担忧，并未抵消其对全球企业盈利前 ...

Group 1 - Genuine Parts plans to spin off its automotive parts business and industrial parts business into two independent publicly traded companies, following a long-term evaluation with financial advisors [1] - The split aims to allow both business segments to execute strategies independently, explore growth potential, and have more room for large-scale investments and business expansion [1] - Genuine Parts, founded in 1928, has a market capitalization of over $20 billion and operates approximately 10,800 locations across 17 countries [1] Group 2 - The automotive parts business is a leading global network for automotive parts and maintenance, with projected sales exceeding $15 billion by 2025, while the industrial parts business is expected to generate around $9 billion in revenue [1] - Genuine Parts reached a cooperation agreement with activist investor Elliott Investment Management, which is one of the largest shareholders, believing the company's stock price does not reflect the actual value of its two business segments [2] - The main financial advisor for the spin-off transaction is JPMorgan, with Guggenheim Securities also providing advisory services [2]

Snap正推出一项订阅功能，让创作者可以直接从最活跃的粉丝那里获得持续收入，以帮助这家社交媒体 公司摆脱对广告的依赖。这项名为"Creator Subscriptions(创作者订阅)"的功能初期只向少量Snapchat创作 者开放。用户将可以付费订阅喜欢的创作者，并获得独家内容，包括直接发送的照片或视频，同时还能 访问仅限订阅者的Story，并发送文本回复，这些回复可能被置顶展示在创作者的公开Story顶部。 ...

Core Viewpoint - The natural gas market remains tight, with risks of short-term price spikes if colder weather occurs, despite current inventory levels not having reached seasonal lows [1] Group 1: Market Conditions - The benchmark Dutch TTF natural gas futures contract fell by 1% to €30.61 per megawatt hour, influenced by forecasts of milder weather and a significant drop in prices at the US Henry Hub [1] - EU natural gas storage levels are significantly below seasonal averages, but sufficient liquefied natural gas (LNG) supply is expected to help avoid a complete supply shortage for the remainder of winter [1] Group 2: Inventory and Supply Dynamics - Inventory withdrawals are expected to continue for several weeks, leaving the market susceptible to fluctuations due to potential cold weather [1]

纽约期金失守4880美元/盎司，日内跌3.44%。 ...

美国国债收益率在美国总统日假期后变动不大。纽约联邦储备 银行的帝国州制造业调查显示，2月份商 业状况指数从1月份的7.7小幅降至7.1，而经济学家平均预期为10。12月份房屋开工数据将于明日公布。 周四公布的首次申请失业救济人数预计将从227,000人降至220,000人。周五将公布12月份个人消费支出 价格指数，其同比增幅预计将与11月份持平，为2.8%。根据芝商所的数据，市场预计美联储3月份维持 利率不变的可能性为90%。10年期国债收益率报4.037%，低于周五的4.055%。2年期国债收益率从 3.409%小幅升至3.416%。 ...