美国央行官员再度释放偏鹰派信号。 堪萨斯城联邦储备银行行长杰弗里.施密德表示，在通胀仍高于目标水平的背景下，美联储应将利率维 持在"略具限制性"的区间，过早或进一步降息可能导致高通胀持续更长时间。 施密德周三在新墨西哥州阿尔伯克基发表事先准备的讲话时指出，当前利率水平理应对经济活动形成一 定约束，但现实中这种抑制效果并不明显。"在经济增长仍具动能、通胀依然偏热的情况下，我没有看 到足够多的经济降温迹象。" 美联储上月决定维持利率不变，联邦基金利率目标区间为3.5%至3.75%。施密德表示支持这一决定，此 前美联储在2025年最后几个月已连续三次降息。目前利率水平被视为接近多数官员估计的"中性利率"， 即既不刺激也不抑制经济的水平。 施密德认为，持续的价格压力表明美国经济中需求仍在多个领域超过供给。尽管人工智能等新技术未来 可能推动生产率提升，从而在不推高通胀的情况下支撑经济扩张，"目前尚未到达这一阶段"。他的表态 发布之际，最新数据显示，美国1月非农就业增幅创一年多新高，失业率意外降至4.3%。施密德指出， 2025年经济表现强劲，美国在进入2026年时仍具"相当的增长动能"。 在资产负债表问题上，施密德再次 ...

福赛科技（301529）(301529.SZ)发布2026年度向特定对象发行A股股票预案，本次向特定对象发行募集 资金总额不超过人民币9.6亿元(含本数)，扣除发行费用后的募集资金净额将用于以下项目：芜湖汽车内 饰件智造基地建设项目、泰国生产基地建设项目、核心生产设备数字化迭代改造项目、补充流动资金项 目。 ...

Group 1 - Val Vavilov, a billionaire from Latvia and early Bitcoin participant, views the recent Bitcoin price drop as an opportunity to adjust his asset allocation and increase holdings at lower levels [1] - Bitcoin has fallen over 50% from its peak last October, with recent trading sessions seeing prices drop below $66,000, marking a new low since the recent downturn [1] - Despite the bearish sentiment, some "whales" in the crypto market are re-entering, indicating potential interest from larger investors [1] Group 2 - Vavilov is a co-founder of Bitfury Group, a private company specializing in cryptocurrency mining technology and hardware, which has become a significant player in the industry over the past 15 years [2] - Vavilov holds approximately 12% of the shares in Cipher Mining, a Nasdaq-listed company, which has seen its stock price increase by about 200% over the past year due to a $3 billion, 10-year partnership with cloud computing firm Fluidstack [2] - Cipher Mining is transitioning its business from solely cryptocurrency mining to supporting AI industry data centers and infrastructure, reflecting a diversification strategy [2]

Core Viewpoint - The announcement by China Baoli Technology (00164) regarding a strategic cooperation agreement with Zuo Ying Global Mining Limited for the mining production in Mongolia marks a significant milestone for the company, showcasing the commercial application of its proprietary dry grinding and selection technology [1] Group 1: Strategic Importance - The cooperation agreement is deemed a strategic and transformative initiative in the company's development process, representing the first large-scale commercial application of its dry grinding and selection technology [1] - This milestone is particularly significant as the technology operates without water, making it uniquely suitable for arid mining regions like Mongolia, addressing the challenges of water scarcity in mining operations [1] Group 2: Market Demand and Future Prospects - The global steel industry is experiencing an increasing demand for high-grade iron concentrate to enhance production efficiency and meet emission reduction targets, which aligns with the capabilities of the company's dry grinding and selection technology [1] - The partnership is expected to positively contribute to the company's future profitability and expand its technological footprint to other mining projects, especially in water-scarce areas [1] - This cooperation not only represents a revenue-generating business but also serves as a foundational step for the global commercialization of the company's core technology [1]

NIU HOLDINGS(08619)发布公告，本公司建议按非全数包销基准，按于记录日期每持有1股现有股份供 2股供股股份的基准，以认购价每股供股股份0.107港元向合资格股东发行最多2.89亿股供股股份(假设已 发行股份数目于记录日期或之前概无变动)，藉此筹集最多约3093.3万港元(扣除开支前)。 假设已发行股份数目于记录日期或之前并无变动，且根据供股将予发行的所有供股股份已获悉数认购， 供股所得款项总额将约为3093.3万港元。经扣除估计专业费用及其他相关开支约55万港元后，估计供股 所得款项净额约为3038.3万港元(假设已发行股份数目于记录日期或之前并无变动)。经扣除供股成本及 开支后，估计每股供股股份的净价约为0.105港元。 ...

数据显示，台积电1月营收为4012.6亿新台币(约合127.1亿美元)，同比增长36.8%，较2025年12月增长 19.8%。这是该公司史上最强单月营收，也是其月度营收首次突破4000亿新台币大关。 周三，芯片股普涨，台积电(TSM.US)涨近5%，股价再创历史新高；英特尔(INTC.US)涨逾4%，英伟达 (NVDA.US)涨逾1%。 美国银行表示，台积电董事会近期核准的高达450亿美元的资本预算案，呈现出极为鲜明的结构化特 征，资金投向高度集中于先进的前端制造工艺(Advanced Front-end)以及大规模晶圆厂的基础设施建设。 该行分析师Haas Liu给予台积电股票"买入"评级，目标价为新台币2360元。 ...

巨力索具（002342）(002342.SZ)发布市场传闻的澄清及风险提示公告，近日，公司关注到有关媒体在 网络上流传关于公司的不实言论，称公司是"商业航天的新龙头"、"火箭回收龙头"、"文章将巨力索具 指认为--A股唯一被官方实锤，为该技术提供核心产品的上市公司，是火箭回收网的直接缔造 者。"、"中标了4.58亿的海南火箭海上回收系统项目"、"航天领域在手订单累计超过2亿元，排产已安 排到2026年第三季度"等不实言论，引发关注。对此，公司澄清并郑重声明如下： 此外，公司基本面未发生重大变化，且近期公司股票价格严重脱离公司基本面情况，存在市场情绪过 热、非理性炒作风险，不排除股票价格存在短期快速回落的风险，投资者参与交易可能面临较大风险。 敬请广大投资者理性投资，注意投资风险。 经统计，公司2025年度在商业航天领域取得订单累计金额：996.51万元，其中2025年可确认的收入金额 更小，占公司2025年收入比例低于0.50%。2026年初至披露日取得商业航天订单累计金额：128.65万 元，金额占比及对公司经营业绩影响均很小。 1、公司从未接受过任何媒体及个人就上述问题的访问，亦未就上述描述发表过任何观点 ...

Core Viewpoint - Tianjin Jianda (02515) plans to issue up to 43.158 million shares at a discount of 15.0% to raise approximately HKD 29.2 million for establishing a machinery leasing platform, general working capital, and future investment opportunities [1] Group 1 - The company intends to sell shares at HKD 0.68 each, compared to the last trading price of HKD 0.80 [1] - The share placement will involve at least six subscribers [1] - The net proceeds from the placement are expected to be around HKD 29.2 million [1]

Core Viewpoint - Tianjin Jianfa (02515) plans to issue up to 43.158 million placement shares at HKD 0.68 per share, representing a 15.0% discount to the last closing price of HKD 0.80 on the Hong Kong Stock Exchange [1] Group 1 - The company aims to raise approximately HKD 29.2 million from the placement [1] - The proceeds will be used to establish a new company for a machinery leasing platform, general working capital, and to seize future investment opportunities [1]

广济药业（000952）(000952.SZ)发布2026年向特定对象发行A股股票预案，本次向特定对象发行股票的 发行对象为公司控股股东长江产业集团，发行对象符合法律、法规的规定。本次发行的股票全部采用现 金方式认购。预计募集资金总额不超过6亿元(含本数)，扣除发行费用后用于偿还借款和补充流动资 金。 ...