Press release Regulated information Brussels, February 12, 2026, 17:45 CET In line with Belgian transparency legislation (Law of May 2, 2007), The Goldman Sachs Group, Inc recently sent to Solvay the following transparency notifications. The Goldman Sachs Group, Inc was already above the 5% threshold since June 2025, with a total of 5.54%, of which 5.51% equivalent financial instruments. Here is a summary of the notifications: Date on which the threshold is crossed Voting rights after the transaction Equ ...

当地时间2月12日，美股三大指数高开后回落，截至发稿，纳指转跌0.71%，道指涨幅回落至0.13%，标普500指数转跌。超3200股下跌。 消息面上，美国上周初请失业金人数为22.7万人，预估为22.4万人，前值为23.1万人。 随着市场参与度的持续提升，美股市场已经进入日均成交额1万亿美元的新常态。 科技七姊妹走势分化，英伟达、谷歌微涨0.1%上下，特斯拉、微软、Meta、亚马逊、苹果下跌。其中苹果一度接近2%，市值跌破4万美元大关。美股存储 概念股大涨后回落，截至发稿闪迪涨超5%，美光科技涨超2%。 | 1 | | 英伟达 | 190.320 | +0.14% | | --- | --- | --- | --- | --- | | | | NVDA | | | | 2 | S | 闪迪 | 633.590 | +5.71% | | | | SNDK | | | | 3 | | 美光 | 421.430 | +2.70% | | | | MU | | | | 4 | | 特斯拉 | 427.380 | -0.21% | | | | TSLA | | | | 5 | | 台积电 | 375.810 | +0. ...

Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter “Carillon Eagle Growth & Income Fund”. A copy of the letter can be downloaded here. 2025 marked a positive period for the equity market. The S&P 500 Index returned 2.7% in Q4 and finished the year up 17.9%. The year started with potential disruptions and heightened volatility, while it ended with optimism driven by strong AI investment, clarity in policies, and U.S. Federal Reserve (Fed) interest rate ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 文章来源：金十数据 高盛分析师周二在报告中写道，近年来，随着各国政府寻求对冲地缘和金融风险，央行购金推动金价飙 升。如今，类似的"保险"型策略正在其他大宗商品市场浮现。 "随着其中一些风险管理政策落地，部分大宗商品市场似乎正在——至少暂时性地从单一的全球平衡体 系转向更具区域分割特征的结构，这加剧了波动性抬升的风险，"分析师写道。 这一转变源于近期的供应冲击。 高盛分析师表示，在经历了2020年的供应链中断和2022年的粮食与能源冲击后，政策制定者将重心转向 确保关键材料的获取。具体手段包括关税、出口管制、支持本土生产以及建立政府战略储备。 这些措施共同重塑了大宗商品市场的格局，使其价格对冲击更加敏感。 高盛以铜作为早期例证。尽管2025年全球预计供应过剩，但由于美国囤货行为将库存从国际市场抽离， 铜价依然飙升。这使得全球基准价格主要锚定的美国以外市场反而更为吃紧。 这种动态并不仅限于政府部门。 "近期客户反馈显示，对多种大宗商品的'保险型'需求——不仅是黄金，还包括铜等工业金属——已从 公共部门向外扩散，私人部门投资者在全球政策环境不确定的背 ...

高盛表示，在MSCI 2月份的指数调整后，中国股市有望迎来约14亿美元的被动资金流入。"从净值来 看，亚太地区预计将迎来最大的被动资金流入。" 高盛分析师Alvin So 周四在一份报告中写道。与此同 时，韩国、印尼和泰国的资金外流规模预计将分别为2亿美元、1.2亿美元和6,500万美元。MSCI指数调 整将于2月27日美股收盘后生效。 本文源自：金融界AI电报 ...

高盛、黑石、Apollo和KKR的高管一致认为，市场对AI将导致软件行业消亡的担忧被严重夸大了。尽管承认AI将带来"剧烈的技术周期"和颠覆，但机构 认为大型、根基深厚的软件公司将受到保护，甚至成为受益者。同时，各家机构也澄清自身在软件领域的风险敞口可控。 针对近期软件板块因人工智能（AI）威胁论而遭遇的猛烈抛售，华尔街各大金融机构的高层正试图向投资者传递一个明确信号： 关于软件企业末日的 传言被严重夸大了。 此次市场恐慌的直接导火索是Anthropic宣布为其Cowork助手推出新的法律工具，旨在辅助起草和研究任务。这一消息引发了投资者对各类软件提供商 命运的担忧， 导致Salesforce和Adobe的股价在上周暴跌，并在周三继续下行。 | A Pa A AUUUC | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | NASDAQ: ADBE : | | | | | | | | 257.16 USD | | | | | | + 关注 | | -70.49 (-21.51%) ↓ 过去 1 个月 | | | | | | | | 收盘时间: 2 ...

Core Insights - The compensation packages for CEOs of four major U.S. banks reached $40 million or more in 2025, driven by competitive dynamics and strong financial performance [4][6] - Year-over-year increases in CEO compensation ranged from 10% to 28%, with Wells Fargo's Charlie Scharf receiving the highest increase at 28% [5][8] Compensation Overview - **Charlie Scharf, Wells Fargo**: Total compensation of $40 million in 2025, up 28.2% from $31.2 million in 2024. The package included a base salary of $2.5 million and variable compensation of $37.5 million [11][12][14] - **David Solomon, Goldman Sachs**: Total compensation of $47 million in 2025, a 20.51% increase from $39 million in 2024. The package included a base salary of $2 million and a cash bonus of $10.1 million [17][18][20] - **Richard Fairbank, Capital One**: Total compensation of $40 million in 2025, a 19.4% increase from $33.5 million in 2024. The package was largely performance-based, with $24.8 million in performance shares [22][23][25] - **Jamie Dimon, JPMorganChase**: Total compensation of $43 million in 2025, a 10.26% increase from $39 million in 2024. The package included a base salary of $1.5 million and a cash bonus of $5 million [28][30][31] Market Dynamics - The increase in CEO pay is attributed to strong financial outcomes, stock price increases, and competitive pressures on boards to offer attractive compensation packages [6][7] - Other major banks, including Bank of America, Citi, and Morgan Stanley, are expected to disclose similar CEO pay information soon [7]

5 February 2026 | 1:17PM EST Commodities Research LNG Tracker: Supply Wave Still On Track What's burning 1 As we assume Indonesia exports in particular drop further over time. 2 Importantly, we find no record of an FID-ed liquefaction project ever being subsequently canceled. Samantha Dart +1(212)357-9428 | samantha.dart@gs.com Goldman Sachs & Co. LLC Frederik Witzemann +44(20)7051-4297 | frederik.witzemann@gs.com Goldman Sachs International .SG Investors should consider this report as only a single factor ...

Core Insights - The U.S. stock market's AI-driven bull run from 2023 to 2025 has continued into 2026, benefiting various sectors, particularly old-economy stocks in industrials, finance, auto, materials, and construction [1] Group 1: Investment Opportunities - Investing in old-economy stocks with a favorable Zacks Rank is expected to yield profits in 2026, providing opportunities for portfolio diversification [2] - Five old-economy stocks with strong earnings results and favorable Zacks Rank include Parker-Hannifin Corp. (PH), The Goldman Sachs Group Inc. (GS), GE Aerospace (GE), C.H. Robinson Worldwide Inc. (CHRW), and Carpenter Technology Corp. (CRS) [3] Group 2: Parker-Hannifin Corp. (PH) - Parker-Hannifin reported adjusted earnings of $7.65 per share for Q2 fiscal 2026, exceeding the Zacks Consensus Estimate of $7.15, with total sales of $5.17 billion surpassing the consensus estimate of $5.04 billion [6] - The company benefits from steady demand in commercial and military markets, with a Win strategy driving margins and shareholder value [7][8] - Expected revenue and earnings growth rates for PH are 6.8% and 12.9%, respectively, for the current year, with a current dividend yield of 0.74% [11] Group 3: The Goldman Sachs Group Inc. (GS) - Goldman Sachs reported Q4 2025 earnings per share of $14.01, exceeding the Zacks Consensus Estimate of $11.77, while net revenues were $13.45 billion, slightly below the estimate of $13.61 billion [12] - The firm is focusing on its core strengths in investment banking and trading, with expansion in the private equity credit market expected to diversify revenue [14] - Expected revenue and earnings growth rates for GS are 8.6% and 10.3%, respectively, for the current year, with a current dividend yield of 1.70% [16] Group 4: GE Aerospace - GE Aerospace's Q4 adjusted earnings were $1.57 per share, beating the Zacks Consensus Estimate of $1.44, with adjusted revenues of $11.87 billion exceeding the estimate of $11.26 billion [17] - The company is experiencing strong demand for commercial engines and propulsion technologies, supported by rising defense budgets and robust air travel demand [18] - Expected revenue and earnings growth rates for GE are 13.8% and 17%, respectively, for the current year, with a current dividend yield of 0.45% [19] Group 5: C.H. Robinson Worldwide Inc. (CHRW) - C.H. Robinson reported Q4 2025 adjusted earnings of $1.23 per share, surpassing the Zacks Consensus Estimate of $1.12, while total revenues of $3.91 billion narrowly missed the estimate of $3.95 billion [20] - The company is focused on shareholder returns through dividends and share repurchases, with AI integration enhancing operational efficiency [22] - Expected revenue and earnings growth rates for CHRW are 3.9% and 15.9%, respectively, for the current year, with a current dividend yield of 1.26% [23] Group 6: Carpenter Technology Corp. (CRS) - Carpenter Technology reported adjusted earnings of $2.33 per share for Q2 fiscal 2026, beating the Zacks Consensus Estimate of $2.20, with net revenues of $728 million slightly below the estimate of $729 million [24] - The company is experiencing strong booking growth and robust demand in Aerospace and Defense, with a positive outlook supported by strategic acquisitions [26] - Expected revenue and earnings growth rates for CRS are 6.6% and 36.5%, respectively, for the current year, with a current dividend yield of 0.22% [27]

（文章来源：新华财经） 高盛资产管理公司分析师Kay Haigh表示，仍然认为美联储今年还有两次降息空间；然而，周五公布的 CPI若意外走高，可能会使美联储向鹰派方向倾斜。 ...