The U.S. Federal Trade Commission will file an appeal seeking to revive its case accusing Facebook parent company Meta Platforms of bolstering an illegal monopoly by acquiring Instagram and WhatsApp, ... ...

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Tuesday's key moments. 1. Stocks are sharply lower on Tuesday as tensions rise over President Donald Trump's efforts to acquire Greenland . Trump on Saturday pledged to impose 10% tariffs on the eight NATO members by Feb. 1; the tariffs will rise to 25% on June 1 if a deal is not made to make Greenland, the self-governing Danish territory, a part of the United States. The 10-year T ...

Key Takeaways The Magnificent Seven aren't looking so magnificent to start the week. Related Education Other tech and AI darlings, including Broadcom (AVGO), Advanced Micro Devices (AMD), Oracle (ORCL), and Palantir (PLTR), also lost ground following the comments, weighing on the major indexes. Meanwhile, gold and silver prices surged to new highs as investors turned to safe-haven assets. Why This Matters to Investors Tuesday's tech stock losses underscore how investors may flee riskier assets in favor of t ...

有分析指出，美国总统特朗普强硬推动收购格陵兰岛，重新点燃市场对美欧可能爆发"贸易战"的担忧。 另外，日本政坛也飞出"黑天鹅"，投资者对日本首相高市早苗在选战中提出的"下调食品税"主张投下反 对票，日债遭遇史诗级崩盘。有分析认为，日本央行或被迫启动紧急购债干预并加快加息进程，进一步 加剧了全球金融市场的不确定性。 全线大跌，丹麦一养老基金拟清仓美国国债 1月20日，美股开盘后，三大指数大幅走低，道指低开1.28%，标普500指数低开1.33%，纳指低开 1.59%。美股大型科技股普跌，英伟达、谷歌、亚马逊、博通、特斯拉、Meta均大跌超2%。 正在交易的欧洲股市亦全线走低，主要指数跌幅持续扩大，截至北京时间22:30，欧洲斯托克50指数、 德国DAX30指数、英国富时100指数、法国CAC 40指数、意大利富时MIB指数、西班牙IBEX35指数均 大跌超1%。 有分析指出，特朗普计划对部分欧洲国家征收关税以推进收购格陵兰岛的计划，重新引发市场对其政府 政策不可预测性的担忧，目前几乎看不到任何一方准备让步的迹象。 外围市场突然掀起"大风暴"。 受特朗普政府最新的关税威胁影响，1月20日，美股三大指数期货全线大跌， ...

Meta全球事务主管Joel Kaplan在瑞士达沃斯举行的世界经济论坛上表示，Meta希望打造个人超强智能， 这意味着将AI交到每个人手中。 他说："我们在可穿戴设备方面确实处于领先地位，我们认为可穿戴设备将是下一代计算技术，能够真 正发挥这种个人超强智能的作用。" 他表示，Meta与雷朋和Oakley的合作将是关键。 他说："眼镜能让AI看到你所见，听到你所闻，并全天与你交谈，因此我们认为这是将AI带给人们的正 确形态。" 他表示，Meta与雷朋和Oakley的合作将是关键。 他说："眼镜能让AI看到你所见，听到你所闻，并全天与你交谈，因此我们认为这是将AI带给人们的正 确形态。" 责任编辑：李桐 责任编辑：李桐 Meta全球事务主管Joel Kaplan在瑞士达沃斯举行的世界经济论坛上表示，Meta希望打造个人超强智能， 这意味着将AI交到每个人手中。 他说："我们在可穿戴设备方面确实处于领先地位，我们认为可穿戴设备将是下一代计算技术，能够真 正发挥这种个人超强智能的作用。" ...

智通财经APP获悉，周二，美股三大指数大幅低开，纳指大跌1.5%，明星科技股走弱，英伟达 (NVDA.US)、特斯拉(TSLA.US)、亚马逊(AMZN.US)、Meta(META.US)均跌超2%，谷歌 A(GOOGL.US)、微软(MSFT.US)跌近2%，苹果(AAPL.US)跌近1%。 消息面上，丹麦经济事务大臣斯蒂芬妮·洛斯表示，在美国总统特朗普威胁要吞并格陵兰岛之后，欧盟 必须保留所有可能的应对手段。洛斯说，"目前，我们不应排除任何可能性。我们不想让事态升级，但 我们必须保留所有可能的手段" 。 她指出，欧盟已准备好对价值930亿欧元的美国商品加征反制关税，约合6900亿丹麦克朗。洛斯呼吁与 美国展开对话，以避免贸易战升级，以免对大西洋两岸都造成负面影响。 ...

Key Takeaways GS estimates AI capex hits $527B in 2026, signaling a shift from hype to a capital-intensive growth phase. Hyperscalers like AMZN, MSFT and GOOGL are driving Phase 2 via data center builds and power, cooling demand. Rising AI capex and revenue transition are boosting interest in AI ETFs like CHAT, BAI, AIQ and ARTY. Artificial intelligence (AI) has fundamentally shifted its narrative as an investment tool in recent years. What began as a hot trading trend has matured into a tangible, capital- ...

大型科技股齐跌，谷歌A跌超3%，英伟达、亚马逊、特斯拉、Meta、微软均跌超2%。 Applovin跌超4%，遭Capitalwatch做空，核心股东结构涉嫌系统性合规风险和重大金融犯罪。 摩根大通跌超2%，特朗普威胁将起诉，指控该行在国会大厦骚乱后对其账户实施关闭或限制措施。 3M跌超5%，Q4每股收益同比下滑20%，2026年盈利指引不及预期。 (格隆汇) 欧美经贸关系紧张，市场避险情绪持续升温，美股三大指数集体低开，纳指跌1.58%，标普500指数跌 1.33%，道指跌1.3%。 ...

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The US equity market ended the fourth quarter on a strong note, with the S&P surging 2.7%, maintaining its steady upward momentum. Investors' optimism was supported by better-than-expected corporate earnings, the US Federal Reserve’s further interest rate easing stance, and a resilient macroeconomic backdrop. Improving clarity on trade p ...

Investment Rating - The report maintains an "Outperform" rating for the industry, indicating expected performance above the market benchmark by over 10% [5][12]. Core Insights - The report highlights significant growth potential in the commercial aerospace sector, driven by SpaceX's ambitious goal of producing 10,000 Starships annually and achieving a launch frequency exceeding once per hour within three years [2][19]. - OpenAI is actively seeking domestic hardware suppliers in the U.S. for its expansion into consumer devices, robotics, and cloud data centers, emphasizing the critical role of hardware in software development [3][19]. Summary by Relevant Sections Commercial Aerospace - The report emphasizes the long-term investment opportunities in commercial aerospace, particularly focusing on key suppliers and the Blue Arrow Aerospace supply chain. Recommended companies include: 1. Rocket components: Huazhu High-Tech, Yingliu Co., Longxi Co. 2. Satellite assembly and testing: Guangdian Measurement, Sutest, Shanghai Huguang. 3. Other relevant companies: Zhongtai Co., Ice Wheel Environment [2][9]. AI Infrastructure - The report expresses optimism regarding the AI infrastructure sector, particularly in gas turbines and liquid cooling technologies. Key recommendations include: 1. Gas turbine components: Yingliu Co., Wanze Co. 2. Gas turbine generator sets: Jerry Co. 3. Other components: Haomai Technology, Liande Co. 4. Liquid cooling systems: Ice Wheel Environment, Hanzhong Precision Machinery, Liande Co. [3][9]. Key Company Earnings Forecasts - The report provides earnings forecasts and investment ratings for several companies, all rated "Outperform": 1. Green's Harmony (688017.SH): Target price of 220.50, market cap of 40.4 billion, EPS of 0.33 for 2024A. 2. Mingzhi Electric (603728.SH): Target price of 73.65, market cap of 30.9 billion, EPS of 0.19 for 2024A. 3. Huichuan Technology (300124.SZ): Target price of 80.85, market cap of 218.9 billion, EPS of 1.60 for 2024A [12][25].