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美股三大指数集体收跌
财联社· 2026-02-12 00:11
此外,美国劳动力市场仍存在持续下修的阴影,2025年每个月数据都被向下修正。结合年度基准修订和全年各月调整后,去年平均每月新 增就业岗位仅为1.5万个。 Janus Henderson Investors投资组合经理布拉德·史密斯表示:"在预测者长期因劳动力市场疲软而对经济持谨慎态度之后,这份数据为经 济强劲增长、劳动力市场改善以及支持消费支出的工资增长提供了有力证据。" 他补充称:"美联储在下月决定是否维持利率不变时,会将这一数据纳入考量。鉴于其'观望并依赖数据'的立场,这无疑会增强维持利率不 变的可能性。" 美东时间周三, 1月非农就业报告一度提振投资者情绪,但未能推动市场持续走高,三大股指最终均小幅收跌。 截至收盘,道琼斯指数跌0.13%,报50,121.40点;标普500指数微跌0.34点,报6,941.47点;纳斯达克指数跌0.16%,报23,066.47点。 盘前公布的数据显示,美国1月新增就业岗位13万个,远超市场预期的5.5万;失业率为4.3%,略低于经济学家预测的4.4%。 尽管报告显示就业增幅创一年多来新高,但增长仍集中在少数行业,主要是医疗保健领域,该领域新增岗位12.4万个,是2025 ...
非农提振昙花一现,美股三大指数集体收跌,中国金龙指数跌0.65%
Feng Huang Wang· 2026-02-11 22:18
Economic Data - The U.S. added 130,000 jobs in January, significantly exceeding the market expectation of 55,000 [1] - The unemployment rate stands at 4.3%, slightly below the economists' forecast of 4.4% [1] - Job growth is primarily concentrated in the healthcare sector, which added 124,000 jobs, double the normal growth rate for 2025 [1] - There is a persistent downward revision in the labor market data, with the average monthly job addition for last year adjusted to only 15,000 [1] Company News - Apple is reportedly facing setbacks in the development of an upgraded version of Siri, which may delay the release of several anticipated AI features [3] - Meta has begun construction on a new data center in Lebanon, Indiana, with an investment exceeding $10 billion, aimed at enhancing its AI infrastructure [5] - Google is integrating AI shopping features into its search engine and Gemini chatbot, allowing consumers to purchase products directly through AI-driven answers [7] - T-Mobile anticipates service revenue to reach approximately $77 billion by 2026, with plans to achieve 18 to 19 million broadband users by 2030 [8] - Ancora Capital has increased its stake in Warner Bros. Discovery and plans to oppose the company's deal with Netflix regarding its production and streaming assets [9] - Kraft Heinz has paused its planned spin-off, focusing instead on improving company performance under the new CEO Steve Cahillane [10]
Instagram chief likens social media addiction to being hooked on a Netflix show in trial testimony
CNBC· 2026-02-11 21:46
Instagram chief Adam Mosseri said Wednesday during testimony in a high-profile social media trial that he thinks there can be problematic usage of social media, but does not think it constitutes an addiction."I'm sure I said this, but I think it's important to differentiate between clinical addiction and problematic use," said Mosseri, who noted several times that he is not a medical professional.Mosseri said that sometimes the use of the word addiction can refer to something more casually, and  noted that ...
美股科技股,集体上涨
Di Yi Cai Jing Zi Xun· 2026-02-11 20:51
| 名称 | 涨跌幅 | 现价 | | --- | --- | --- | | 金山云 | 11.27% | 14.598 | | 瞬间旋面 | 3.65% | 32.090 | | 贝壳 | 2.49% | 18.940 | | 世纪互联 | 2.32% | 12.350 | | 理想汽车 | 1.67% | 19.205 | | 蔚来 | 1.61% | 5.040 | | 小马智行 | 1.56% | 14.960 | | 叮咚买菜 | 1.03% | 2.950 | | 文远知行 | 0.69% | 8.065 | | 拼多多 | 0.51% | 105.970 | | 迅雷 | 0.51% | 5.930 | | 富途控股 | 0.46% | 159.070 | | 唯品会 | 0.28% | 17.600 | | 小鹏汽车 | 0.06% | 17.830 | | 新东方 | 0.03% | 60.930 | 存储概念股反弹,美光科技涨超6%,西部数据涨超4%。 编辑丨瑜见 大型科技股普涨,闪迪涨超8%,甲骨文涨2%,英伟达涨超1%,特斯拉、博通、苹果、亚马逊等均上 涨。 | 名称 | 涨跌幅 ▼ ...
Ancora threatens proxy fight over Warner Bros Discovery's acquisition deal with Netflix
Proactiveinvestors NA· 2026-02-11 20:21
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Kraft Heinz Pauses Split, Paramount Sweetens Warner Bros. Bid | Bloomberg Deals 2/11/2026
Youtube· 2026-02-11 19:56
Core Insights - The article discusses significant corporate actions and market dynamics, including Paramount's hostile bid for Warner Brothers, Netflix's merger opposition, and Kraft Heinz's reversal on its split plan [2][57]. Group 1: Corporate Actions - Paramount is increasing pressure for its hostile bid for Warner Brothers, with an activist investor opposing Netflix's merger [2]. - Ancora has built a stake in Warner Brothers and is pushing for engagement with Paramount, threatening to vote against the deal if Warner Brothers does not comply [3][4]. - Kraft Heinz has halted its plan to split into two, opting instead to invest $600 million in marketing and product improvements, citing a larger-than-expected opportunity [57][58]. Group 2: Market Dynamics - Duke Energy has signed deals with Microsoft and Compass to power data centers, reflecting the growing demand for electricity driven by the AI boom [7][8]. - Hyperscaler spending has surged, with Microsoft, Meta, Amazon, and Oracle spending a combined $150 billion in 2022 and 2023, projected to reach around $660 billion by 2026 [10][11]. - Alphabet is tapping the debt markets for financing, similar to Apple's past strategy, to support its cloud infrastructure buildout, anticipating significant growth in its cloud business [12][13]. Group 3: Investment Trends - General Atlantic's Chairman Bill Ford emphasizes the importance of global diversification in investment strategies, with 50% of their activity outside the U.S. [20][21]. - The firm sees opportunities in emerging markets, particularly in China, despite geopolitical complexities [25][26]. - The article highlights a trend of increased investment in AI and technology sectors, with significant spending expected to reshape business models and create new market opportunities [45][46].
Activist investor Ancora publicly opposes the WBD-Netflix deal
TechCrunch· 2026-02-11 19:20
In Brief ​Netflix’s $82.7 billion bid to acquire Warner Bros. Discovery (WBD) is facing significant new resistance. Investment group Ancora Holdings announced it has purchased $200 million in WBD shares and opposes Netflix’s offer. Instead, Ancora is throwing its support behind a rival bid from Paramount. The WSJ had the exclusive.  ​In a press release on Wednesday, Ancora aligned itself with Paramount’s arguments: it claims the Netflix deal is inferior, involves more regulatory risk, and doesn’t deliver a ...
This Once High-Flying Growth Giant Has a Unique Story -- and Could Be Turning Into an Attractive Value Stock
Yahoo Finance· 2026-02-11 17:24
Part of gaining experience as an investor is understanding the lifecycle that most companies face. Many investors start out by becoming familiar with a company at the peak of its success, having generated strong growth and seeming to be on a path that will lead to even greater heights for revenue and profits. Sometimes, that growth can continue for a long time. Eventually, though, most companies reach a point at which what has worked in the past no longer works quite as well, forcing them to switch gears a ...
Activist Investor Slams WBD For Rushing Into “Flawed” Netflix Deal, Tells Board To Engage With Paramount As Temperature Rises
Deadline· 2026-02-11 14:48
Core Viewpoint - Activist investor Ancora Alternatives LLC is pressuring Warner Bros. Discovery (WBD) to engage with Paramount regarding a potential superior offer, threatening to oppose WBD's current deal with Netflix if they do not comply [1][2][3] Group 1: Activist Investor Actions - Ancora Alternatives LLC has threatened to vote 'no' on the Netflix deal and initiate a proxy fight if WBD does not engage with Paramount [1] - The firm has sweetened its hostile takeover offer for Warner Bros. Discovery in an effort to disrupt the Netflix agreement [1] Group 2: WBD Board's Position - The WBD board is now compelled to consider Paramount's amended offer as a potential superior proposal due to Netflix's inferior proposal and unresolved regulatory issues [2] - If the WBD board fails to engage with Paramount, Ancora will hold them accountable at the 2026 shareholder meeting [2] Group 3: Criticism of WBD's Decision - Ancora criticized the WBD board for hastily entering into a flawed deal with Netflix instead of pursuing a superior offer from Paramount, which they argue is a violation of the directors' fiduciary duties [3]
Warner Bros. Discovery faces activist investor who backs Paramount Skydance's rival bid over Netflix deal
New York Post· 2026-02-11 14:35
Core Viewpoint - Activist investor Ancora Holdings is opposing Warner Bros. Discovery's (WBD) proposed $72 billion sale of its movie and TV studios and HBO Max streaming service to Netflix, favoring a rival all-cash bid from Paramount Skydance valued at approximately $78 billion [1][2]. Group 1: Ancora Holdings' Position - Ancora Holdings has built a stake in WBD valued at about $200 million and is considering a proxy fight if the board does not negotiate with Paramount over its offer [3]. - Ancora has raised concerns regarding the Netflix deal, labeling it as "uncertain and inferior," and has criticized the planned Discovery Global spinoff that would burden cable-TV networks with around $17 billion in debt [5]. - Ancora has questioned CEO David Zaslav's motivations, suggesting he may favor the Netflix deal to secure an executive role with the streaming company post-transaction [4]. Group 2: Paramount's Offer - Paramount has made a cash offer of $30 per share for WBD, which includes a "ticking fee" of 25 cents per share for each quarter the deal remains unclosed after the end of 2026, potentially amounting to $650 million in cash value for every quarter [12][13]. - The revised offer also includes funding for a $2.8 billion termination fee that WBD would owe Netflix if the deal collapses, as well as eliminating a potential $1.5 billion debt refinancing cost [16]. - Paramount's offer is backed by $43.6 billion in equity commitments and $54 billion in debt commitments from major financial institutions [17]. Group 3: WBD's Response - WBD has received Paramount's amended offer and stated that its board will review it, although it has consistently recommended that shareholders reject Paramount's bid in favor of the Netflix acquisition [18].