西部数据(WDC.US)大涨近9%，最高触及294.24美元，创下历史新高。 此外，西部数据首席财务官Kris Sennesael表示，西数2026年的产能都已被预订一空，还有两笔合约延续 到2027年、一笔合约延续至2028年。公司也跟其他客户持续沟通合约是否有可能延长至2028年或2029 年，甚至有客户开始询问2030年。(格隆汇) 消息面上，西部数据宣布董事会已授权额外40亿美元用于股份回购。公司首席执行官Irving Tan表示， 扩大的回购授权展示了公司对未来的信心以及对股东价值的承诺。 ...

（文章来源：证券日报） 证券日报网讯 2月3日，科大国创发布公告称，截至2026年1月31日，公司通过股票回购专用证券账户以 集中竞价交易方式累计回购公司股份250，000股，占公司目前总股本的0.09%。 ...

印度和巴西等国家对更具本地风味的零食和汽水的需求推动了销售增长，与此同时，该公司正在对其在 美国的产品组合进行全面调整，以满足消费者不断变化的口味。 智通财经APP获悉，全球食品饮料领军者百事可乐公司(PEP.US)最新公布的第四季度整体营收与利润这 两项核心数据均强于华尔街分析师平均预期，主要得益于强劲的国际市场需求。更加重磅的是，百事可 乐管理层宣布了一项价值高达100亿美元的股票回购计划，且重申2025年12月宣布的一项利润增长指 标。 总部位于纽约的百事公司旗下拥有乐事(Lay's)和佳得乐(Gatorade)等诸多在全球范围颇受欢迎的食品饮 料品牌，该公司公布的第四季度non-GAAP准则下的调整后每股收益为2.26美元，略高于华尔街分析师 们平均预期的约2.23美元，显著高于上年同期的1.96美元。 总营收以及其他核心业绩指标方面，百事可乐截至12月27日的三个月营收约为293.4亿美元，实现同比 增长5.6%，高于华尔街分析师们普遍预期的约289.7亿美元;百事可乐第四季度GAAP准则下的营业利润 约为35.57亿美元，实现同比增长近60%，GAAP准则下的净利润约25.4亿美元，实现同比增长约 ...

Core Insights - PepsiCo reported stronger-than-expected fourth-quarter revenue and profit, driven by robust international market demand [1] - The company announced a $10 billion stock buyback plan and reaffirmed its profit growth target set for December 2025 [1] Financial Performance - Adjusted earnings per share (EPS) for the fourth quarter were $2.26, slightly above the Wall Street consensus of $2.23 and significantly higher than $1.96 from the previous year [1] - Total revenue for the quarter was approximately $29.34 billion, reflecting a year-over-year increase of 5.6%, surpassing the expected $28.97 billion [1] - GAAP operating profit for the fourth quarter was about $3.557 billion, showing a nearly 60% year-over-year increase, while GAAP net profit was approximately $2.54 billion, up about 67% [1] Strategic Adjustments - PepsiCo is under pressure from activist investor Elliott Management, which holds approximately $4 billion in shares and has urged the company to reform its product lineup and make key brands more affordable [2] - The company has agreed to reduce its U.S. product lineup by 20% and lower prices on certain key brands due to consumer complaints about high prices [2] - PepsiCo's stock has risen 8.1% year-to-date, outperforming the S&P 500 index by 1.9%, although it has seen a 5% decline as the U.S. stock market continues its bull run into 2025 [2] Market Trends - There is a growing demand for locally flavored snacks and beverages in countries like India and Brazil, contributing to sales growth [2] - The company is shifting its focus towards lower-priced entry-level products and smaller packaging sizes to cater to budget-conscious consumers amid persistent inflation [3] - PepsiCo's CEO stated the company aims to promote growth by offering more competitive snack and beverage products in response to changing consumer purchasing power [3] Future Outlook - The management reiterated its annual core EPS growth target of 4% to 6% and projected organic revenue growth of 2% to 4% for the full year [3]

来源：智通财经网 百事公司和其他直接面向消费者们的大型食品饮料以及日用品公司，比如宝洁和可口可乐，都已将经营 重点转向售价更低的入门级别价格和更小的包装规格，因为美国越来越多中低收入消费者们希望在粘性 十足的通货膨胀率以及诸如去年美国政府停摆导致食品券福利发放延迟等挑战面前，让他们的预算更加 持久。 百事可乐公司首席执行官拉蒙·拉瓜尔塔周二在一份声明中表示，百事可乐公司旨在通过"提供更具竞争 力的零食与饮料产品来应对消费者的购买力变化"来促进增长。 为了迎合消费者对更清洁且更加健康成分的强劲需求，该公司投资层面对于乐事薯片和多力多滋薯片等 主要产品进行了品牌重塑，这得益于减肥药物在全球范围的广泛使用以及特朗普政府支持的"让美国再 次健康"运动。 百事公司一直承受着激进维权机构投资者埃利奥特管理公司(Elliott Management Investment)的巨大压 力。该投资机构去年持有该公司价值大约40亿美元的股份，敦促百事可乐管理层采取措施改革其产品组 合并让关键品牌更加可负担。这家苏打水与热门零食产品制造商在12月与该机构投资者达成协议，承诺 将其美国产品组合缩减20%，并下调部分关键品牌的销售价格， ...

辉瑞：目前的财务指引未预计2026年有任何股票回购计划。 来源：滚动播报 ...

Core Insights - PepsiCo reported better-than-expected fourth-quarter profits driven by strong international demand and announced a $10 billion stock buyback plan [1] - The company's fourth-quarter earnings per share were $2.26, slightly above Wall Street expectations [1] - Following a $4 billion investment from activist investor Elliott Management, PepsiCo has faced pressure to restructure its product lineup and enhance price competitiveness [1] Financial Performance - Fourth-quarter earnings per share reached $2.26, exceeding market forecasts [1] - The announcement of a $10 billion stock buyback plan indicates confidence in future performance and shareholder returns [1] Strategic Changes - PepsiCo has agreed to reduce its product line in the U.S. market by 20% as part of a strategy to streamline operations [1] - The company plans to lower prices on certain core brands to improve competitiveness in the market [1]

宁德时代（300750）(300750.SZ)公告，公司截至2026年1月31日以集中竞价交易方式累计回购公司A股 股份1599.08万股，占公司的0.3628%，成交总金额为43.86亿元(不含交易费用)。 ...

格隆汇2月3日丨华宝国际(00336.HK)公布，2月3日耗资98.38万港元回购21万股，每股回购价格为4.64- 4.7港元。 ...

天润云(02167)发布公告，该公司于2026年2月3日斥资1.81万港元回购4400股股份，每股回购价格为4.1- 4.18港元。 ...