（文章来源：央视新闻） 当地时间2月6日，荷兰食品安全部门表示，鉴于欧盟近期降低婴幼儿食品中蜡样芽孢杆菌毒素含量限 值，法国达能公司在与荷方协调后，已在荷兰召回部分批次婴幼儿配方奶粉。此次召回涉及多个批次诺 优能品牌产品。 ...

经济观察网据央视新闻客户端消息，奥地利食品安全部门5日宣布，鉴于欧盟近期更新蜡样芽孢杆菌毒 素含量规定，法国达能公司在与奥方协调后，已在奥地利召回部分批次爱他美牌和米路米牌婴儿配方奶 粉。同时，因这些奶粉可能从德国跨境流入奥地利，在德国销售的相关批次也被召回。此次共有超过90 个批次的奶粉受到影响。 ...

Group 1 - The article does not provide any specific content related to company or industry analysis [1]

Core Viewpoint - Brookfield Renewable has consistently increased its quarterly dividend by at least 5% since 2011, making it a reliable income-generating stock [1] Group 1: Dividend Information - The quarterly distribution payment has been raised to $0.392 per share, which annualizes to $1.568 [2] - To generate $1,000 in annual income, an investor would need to own 638 shares of either Brookfield Renewable Corporation (BEPC) or Brookfield Renewable Partners (BEP) at the new rate [2] Group 2: Share Price and Yield - BEPC's share price is approximately $42, yielding 3.8%, while BEP's share price is around $30, yielding 5.3% [3] - The difference in share prices is attributed to BEP issuing a Schedule K-1, complicating tax filings for investors [3] Group 3: Investment Comparison - To generate $1,000 in annual dividend income, an investment of over $26,550 is required for BEPC compared to around $18,730 for BEP [3] - Brookfield Renewable Partnership (BEP) offers a lower-cost option for income-focused investors who are willing to navigate potential tax complications [5] Group 4: Key Financial Metrics - Brookfield Renewable has a market capitalization of $7.4 billion, with a gross margin of 26.41% and a dividend yield of 3.64% [5]

Core Viewpoint - Brookfield Renewable is well-positioned to benefit from the growing demand for clean energy to support AI technologies, making it an attractive investment opportunity due to its high dividend yield and diversified energy portfolio [1]. Company Overview - Brookfield Renewable operates as an independent power producer, selling power under long-term contracts, which generates reliable cash flows for dividends and business expansion [2]. - The company actively manages its portfolio by building, buying, and selling assets, using proceeds from sales to acquire new assets [2]. Power Portfolio - The power portfolio is diversified across clean and renewable energy sources, including hydroelectric, solar, wind, battery, and nuclear power, with operations in North America, South America, Europe, and Asia [3]. - Approximately 75% of revenue is derived from developed markets, while 25% comes from emerging markets, showcasing geographical and technological diversification [3]. Investment Structure - Brookfield Renewable is managed by Brookfield Asset Management, which uses it to fund larger clean energy investments, meaning investors are effectively investing alongside Brookfield Asset Management [4]. - There are two investment structures available: a partnership with a 5.1% yield and a corporate structure with a 3.7% yield, both representing the same business but differing in demand and investor restrictions [5]. Market Opportunities - Brookfield Renewable is positioned as a comprehensive provider of clean energy, appealing to companies looking to establish data centers, particularly those focused on AI [6]. - Notable partnerships with Microsoft and Google for substantial power contracts (10.5 gigawatts and 3 gigawatts, respectively) highlight the company's role in supporting AI infrastructure [7][9]. Growth Potential - The company is targeting annual dividend growth of 5% to 9%, with plans to deploy up to $10 billion in growth capital over the next five years, indicating strong potential for continued dividend increases [10].

Tsai Capital Corporation, an investment management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. Tsai Capital Growth Equity Strategy gained 8.5% before fees and 7.6% after fees for the year ended December 31, 2025, compared to the S&P 500 Index’s 17.9% return. Tsai Capital Growth Equity Strategy has gained 970% cumulatively before fees and 658% after fees, since its inception 26 years ago, compared to the S&P 500 Index’s total return of 639%. The strate ...

Core Insights - Third Avenue Management celebrates 40 years of operations, indicating a significant milestone in the firm's history and stability in the investment management industry [2] Company Overview - The firm has demonstrated resilience and adaptability over four decades, which reflects positively on its management strategies and investment philosophy [2]

Fund-Raising and Dealmaking Will Dominate Private Asset Managers' Earnings - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Fund-Raising and Dealmaking Will Dominate Private Asset Managers' EarningsBy [Bill Alpert]ShareResize---ReprintsIn th ...

近日，海关总署进出口食品安全局发布关于立即停止使用爱尔兰生产的达能公司部分婴幼儿配方奶粉的 消费提示。表示近期爱尔兰食品安全局（FSAI）发布通告，称达能公司正在召回原产于爱尔兰的部分 批次婴幼儿配方奶粉，原因是相关产品可能含有蜡样芽孢杆菌毒素。 （海关总署进出口食品安全局官网） 目前，我国暂未发现该企业生产的婴幼儿配方奶粉一般贸易渠道进口记录。海关总署进出口食品安全局 提醒消费者，请立即停止使用个人通过跨境电商、携带、代购等方式可能保有的涉事产品，密切关注企 业召回公告和进展，安全理性作出消费选择。 ...

Core Insights - The article highlights the significant growth potential of companies like Brookfield Corporation, Prologis, and NextEra Energy in the AI infrastructure sector, which is often overlooked by investors [1][14]. Brookfield Corporation - Brookfield Corporation is a leading global investment firm with over $1 trillion in assets under management, positioned to capitalize on the AI infrastructure megatrend [2][3]. - The firm sees a $7 trillion opportunity in AI infrastructure over the next decade and has launched the Brookfield Artificial Intelligence Infrastructure Fund, aiming to acquire up to $100 billion in AI infrastructure assets [3]. - Brookfield is investing in renewable energy to support AI power demand, including a commitment to build 10.5 gigawatts (GW) of power for Microsoft [5][3]. Prologis - Prologis is a real estate investment trust (REIT) focused on logistics facilities and has experience in installing solar energy and battery storage systems [6]. - The company is expanding into data center development, having initiated $2 billion in projects since 2023, with an additional $1 billion in projects representing 300 megawatts (MW) of power capacity under development [8]. - Prologis has a data center power pipeline of 5.7 GW and estimates it can invest $30 billion to $50 billion in data center projects over the next decade, potentially creating $7.5 billion to $25 billion in shareholder value [9]. NextEra Energy - NextEra Energy is a leading electric utility and clean power development company, recognized for its renewable energy production and battery storage capabilities [10]. - The company has secured 2.5 GW of clean energy contracts with Meta Platforms and is collaborating with Google to accelerate nuclear energy deployment [12]. - NextEra Energy is also developing data centers in partnership with other companies, including a joint effort with Google for multiple GW-scale data center campuses [13].