思科全球副总裁兼大中华区首席执行官黄志明在接受中国经济网专访时表示，面对地缘政治带来的不确 定性，思科将以技术深耕和战略调整应对，特别是在AI驱动的网络与安全领域加大投入，助力中国企 业全球化与数字化转型。 摄像：张鹏 李维 他透露，帮助中国企业出海已成为思科在华业务的重要增长点，相关业务占比已超过30%。 记者：李方 制作：王凯 0:00 全球贸易格局加速重构，全球科技解决方案龙头思科持续深耕中国市场。 出品：中国经济网 （责任编辑：韩璐) ...

思科全球副总裁兼大中华区首席执行官黄志明在接受中国经济网专访时表示，这为包括思科在内的外资 企业带来了新的发展机遇，随着越来越多的跨国公司在华建立区域总部和全球服务中心，思科也将迎来 更多潜在商机。 今年是"十五五"开局之年。"十五五"规划建议提到"塑造吸引外资新优势""健全外商投资服务保障体 系"，拓展双向投资合作空间。 目前，思科在中国建立了研发中心、技术基地、供应链中心及全球服务中心。思科在中国的研发中心是 继美国和印度以外的第三大研发中心。 ...

We're through the busiest part of the earnings season storm, with most of the world's biggest tech firms already in. Nonetheless, this week brings numbers from two more portfolio names — plus, three important economic reports. According to FactSet, nearly three-quarters of the 59% of S & P 500 companies that have reported quarterly results beat on revenue, while 76% beat on earnings. In his Sunday column, Jim Cramer ran through last week's Super Bowl of megacap tech earnings and declared a winner . With tha ...

Earnings Reports - Coca-Cola, McDonald's, and Cisco are among the 78 S&P 500 companies reporting earnings this week, with Coca-Cola expected to maintain steady growth and protect margins despite a challenging macro environment [4] - Other notable companies reporting include AstraZeneca, Gilead, Ford, T-Mobile US, Applied Materials, and British American Tobacco [10] Market Trends - The Dow Jones Industrial Average surpassed 50,000 for the first time last week, indicating a significant milestone in market performance [4] - The Nasdaq-100 index showed signs of a technical recovery, with momentum potentially shifting back toward bullish trends [11] Economic Indicators - A trifecta of jobs data indicated labor market weakness, with claims and layoffs increasing while job openings decreased; however, nonfarm payrolls are expected to rise by approximately 70,000, keeping the unemployment rate steady at 4.4% [2] - The Consumer Price Index (CPI) is forecasted to show a 0.3% monthly gain, with annual rates about 0.5% above the Federal Reserve's 2% target [3] Corporate Actions - Hims & Hers Health has decided to stop offering a compounded version of Novo Nordisk's Wegovy pill for weight loss following pressure from the FDA [6][7] - Will Lewis, CEO of The Washington Post, stepped down after the company reduced its workforce by about one-third, aiming for a sustainable future for the publication [8]

Group 1 - The article provides a market analysis covering major indices such as S&P 500, Dow Jones Industrial Average, and US Small Cap 2000, along with a focus on Cisco Systems Inc [1] Group 2 - The analysis highlights the performance trends of the S&P 500 and Dow Jones, indicating fluctuations in market sentiment and investor confidence [1] - It discusses the implications of these trends for small-cap stocks, particularly in the context of economic recovery and growth potential [1] - Cisco Systems Inc is analyzed in terms of its market position and financial performance, reflecting broader industry trends [1]

Economic Data - The People's Bank of China will release January CPI and PPI on February 11 [1] - The National Bureau of Statistics will publish the monthly report on January commodity residential sales price index on February 13 [1] - Financial data including January social financing and new RMB loans will also be released next week [1] - In the US, December retail sales month-on-month will be announced on February 10, followed by January unemployment rate and non-farm employment data on February 11 [1] Earnings Reports - The US earnings season continues with several notable companies reporting next week, including BP, Barclays, Marriott, Coca-Cola, and AstraZeneca on February 10 [2] - Other companies such as NetEase, Youdao, and Total will report on February 11, while TripAdvisor and Hyatt will report on February 12 [2] - In Hong Kong, SMIC will report earnings on February 10, followed by Budweiser APAC and NetEase Cloud Music on February 11 [2] New Stock Issuance - One new stock, Tongbao Optoelectronics, will be available for subscription on February 9, with Ai De Technology listing on the Beijing Stock Exchange on February 10 [2] - Several new stocks will list in Hong Kong, including Lanke Technology on February 9 and Aixin Yuanzhi on February 10 [2] Stock Unlocking - A total of 33 restricted stocks will be unlocked next week, with a total market value exceeding 36 billion yuan, led by Hunan YN with 24.096 billion yuan [3][10] Central Bank Operations - The central bank will have 4.055 billion yuan of reverse repos maturing next week, with specific amounts maturing each day [3][10] Government Bonds - The Ministry of Finance will issue the first phase of RMB government bonds in Hong Kong on February 11, with a scale of 14 billion yuan [13]

Economic Data and Earnings Reports - Key economic releases this week include delayed January jobs data, consumer inflation, and retail sales reports due to a recent government shutdown [1][3][4] - The January jobs report is expected to show fewer job additions than anticipated, despite a decrease in the unemployment rate [3] - The January CPI inflation report is anticipated to reveal steady inflation, with core inflation lower than expectations, influencing Federal Reserve rate decisions [4] Company Earnings - Cisco is set to report earnings, which may provide insights into AI infrastructure demand, with the CEO highlighting significant opportunities in this sector [5] - Consumer stocks such as Coca-Cola and McDonald's are also reporting; Coca-Cola has recently exceeded profit expectations, while McDonald's may reveal trends among affluent customers [6] - Other notable earnings reports include those from Ford, Honda, Ferrari, AstraZeneca, Moderna, and Vertex Pharmaceuticals, which will provide insights into auto sales and pharmaceutical demand [7]

日本众议院选举结果受关注，美股财报季看点不少。 本周国际市场风云变幻，软件板块和加密货币市场巨震，人工智能发展溢出效应引发关注。 市场方面，美股涨跌互现，道指周涨2.50%，纳指周跌1.84%，标普500指数周跌0.10%。欧洲三大股指 全线走高，英国富时100指数周涨1.43%，德国DAX 30指数周涨0.74%，法国CAC 40指数周涨1.81%。 本周看点颇多，美国延迟发布的就业与通胀数据将成为市场核心关注点。欧洲市场需关注欧元区及英国 的国内生产总值数据（GDP），在亚洲，投资者密切关注2月8日日本众议院选举结果将如何重塑日本的 财政与货币政策，市场同时也在寻找日本央行下一次加息时点的线索。美股财报季进入后半期，应用材 料等与AI领域高相关的明星个股业绩值得留意。 美联储降息前景如何 美国1月非农就业数据将于当地时间11日发布，该数据因美国联邦政府部分停摆已由2月6日推迟至今。 作为核心经济数据，结果将引导投资者对美联储再度降息时点的判断。 近期数据显示，美国经济整体表现强劲，但劳动力市场走弱、通胀增速放缓。若此次数据表现疲软，推 升市场的降息预期。伦敦证券交易所集团（LSEG）数据显示，货币市场目前 ...

以下文章来源于网易科技 ，作者小小 网易科技 . 网易科技频道，有态度的科技门户。 一次商业逻辑的"重置"。 作者 / 小小 编辑 / 王凤枝 来源 / 网易科技 （ID：tech_163） 美国时间2月3日晚间，一场本该正襟危坐的顶级科技对话，最终变成了一场"五杯酒后 的坦白局"。 刚结束中国之行、甚至还没来得及倒时差的英伟达CEO黄仁勋，坐在了思科CEO查克· 罗宾斯(Ch u c k Ro b b i n s)对面。 几 杯 酒 下 肚 ， 黄 仁 勋 的 嗓 音 开 始 沙 哑 ， 但 话 语 却 越 来 越 犀 利 。 借 着 酒 劲 ， 黄 仁 勋 不 仅 " 砸 " 了 程 序 员 的 饭 碗 ， " 怼 " 了 管 理 学 的 教 条 ， 甚 至 还 对 几 家 世 界 级 巨 头 来 了 一 波 贴 脸"拉踩"： 关于程序员："编程？那只是打字而已。打字已经不值钱了。" 关于控制欲："如果你想掌控创新，那你该去看看心理医生。" 关于摩尔定律：" 1 0年算力提升了1 0 0万倍，在这种速度面前，昔日的摩尔定律简直慢 得像蜗牛在爬。" 关于传统巨头："我很爱迪士尼，但我敢肯定他们更想成为Ne ...

Group 1 - The Dow Jones Industrial Average (DJIA) surged over 1200 points, approximately 2.5%, closing at a historic high of 50,115.67 points, marking the fastest completion of a 10,000-point increase from 40,000 to 50,000 since May 2024 [1] - The upward trend in the DJIA has shifted from a focus on technology stocks to a broader range of sectors, benefiting traditional industries and defensive sectors, with notable performances from Goldman Sachs, Caterpillar, Amgen, and Sherwin-Williams [1] - The strong corporate earnings, resilient U.S. economy, and the Federal Reserve's interest rate cuts last year have collectively driven the overall market higher [1] Group 2 - Gina Bolvin, President of Bolvin Wealth Management Group, indicated that the DJIA's breakthrough of 50,000 is more of a confirmation than a celebration, reflecting investor confidence amidst higher interest rates and global uncertainties [2] - Healthcare stocks, particularly Johnson & Johnson and Merck, have shown resilience, ranking as the second and fifth best-performing components of the DJIA over the past 12 months [2] - Investors are increasing allocations to high-dividend and defensive consumer staples stocks, with Coca-Cola and Walmart being among the top gainers in the DJIA over the past year [2] - Despite the market's broadening focus, technology and AI sectors remain strong, with Nvidia's stock rising approximately 44% over the past year, making it the third-largest gainer in the DJIA [2]