Amicus Therapeutics Inc. (NASDAQ:FOLD) is one of the 13 hot stocks to buy with the highest upside potential. On January 27, TD Cowen analyst Ritu Baral maintained the firm’s Hold rating on Amicus Therapeutics Inc. (NASDAQ:FOLD), as well as the $14.50 price target on the stock. Amicus’s pre-announced fourth-quarter and full-year 2025 total product revenue were modestly above expectations, according to TD Cowen, with Fabry disease medication Galafold delivering a clear outperformance versus consensus estimate ...

Ondas Inc. (NASDAQ:ONDS) is one of the 13 hot stocks to buy with the highest upside potential. On February 9, Ondas Inc. (NASDAQ:ONDS) announced that its subsidiary 4M Defense has secured a multi-year demining contract in Israel valued at more than $30 million. The contract, which has an initial execution period of up to three years, covers about 741 acres along the Israel-Syria border and is described as one of the largest land-clearance initiatives ever undertaken in Israel. Meanwhile, on February 4, JC ...

Alford said trailing 12-month active buyers were roughly 135 million in Q4; excluding buyers from the recently acquired Tise, active buyers were over 134 million, up nearly 1% year-over-year organically. Enthusiast buyers were stable at about 16 million, while spend per enthusiast buyer increased to over $3,300 on a trailing 12-month basis.For the fourth quarter, CFO Peggy Alford reported GMV growth of over 8% to $21.2 billion and revenue growth of over 13% to $2.96 billion, both on an organic, FX-neutral b ...

Wave Life Sciences Ltd. (NASDAQ:WVE) is one of the 13 hot stocks to buy with the highest upside potential. On February 5, BofA initiated coverage of Wave Life Sciences Ltd. (NASDAQ:WVE) with a Buy rating and $38 price target. The analyst expects the company’s obesity medication, WVE-007, to become a key value driver, accounting for 56% of the firm’s price target and peaking at greater than $11 billion in sales, likely beating Wall Street estimates. Meanwhile, on February 3, Canaccord Genuity raised its pr ...

积水成渊，聚沙成塔，做积累的事。 2025年对冲研投公众号累计发布560篇文章， 我们从 中精选出69篇精华文章，希望在您需要的时候，可以帮助到您。 未来每年，我们都会将相关优秀文章汇总整理于此，精彩待续...... 01 宏观经济研究篇 #2025年精选 全球市场颤抖：美联储或将迎来"鹰派"新掌门——凯文·沃什 或许是当前最权威的宏观分析：卡尼达沃斯演讲（文末附全文） 从抢油到夺岛：解析特朗普的"唐罗主义" 如果鲍威尔选择留下来继续硬刚呢？ 大宗商品资源争夺战：东西半球划洋而治？ 5000字深度报告 | "反内卷"与"供给侧"改革底层逻辑是康波大周期！ 供给侧改革2.0来了吗？ 让美元的归美元，美债的归美债 以伊战争中让世界惶恐的霍尔木兹海峡 世界新秩序 关于中国经济的重大转折 对等关税的"表"与"里" Trump就职典礼：布局之招 抓捕马杜罗，特朗普意欲何为？ "十五五"的新提法 关税战风云再起，怎么看？ 中美周期共振or背离？ 02 商品期货研究篇 #2025年精选 当商品交易变成"故事会"：谁在主导价格？ 在贪婪与恐惧中轮回：金银暴跌背后，如何避免成为市场叙事切换时的代价？ 关于农产品对商品牛市的追赶 ...

Group 1 - The Chinese Consulate in Sapporo has advised Chinese citizens to avoid traveling to Japan following an incident where a Hong Kong resident was assaulted in Sapporo [8] - As of the end of 2025, H&H International Investment, managed by Duan Yongping, has a total portfolio value of approximately $17.489 billion, equivalent to over 120 billion RMB [13] - International crude oil futures saw a significant increase, with WTI crude oil rising by 4.59% to $65.19 per barrel, and Brent crude oil increasing by 4.35% to $70.35 per barrel [4][20] Group 2 - The U.S. stock market indices closed higher, with the Nasdaq up 0.78%, S&P 500 up 0.56%, and Dow Jones up 0.26%, driven by gains in major tech stocks [3] - The market for gold and silver also saw increases, with spot gold rising by 2.08% to $4,979.56 per ounce and spot silver increasing by 5.04% to $77.2335 per ounce [4] - The State Council's Safety Committee and the Ministry of Emergency Management have emphasized the need for strict safety regulations regarding fireworks to prevent accidents [6] Group 3 - Several domestic gold jewelry brands have reduced their prices below 1,500 RMB per gram, with Chow Tai Fook and Lao Miao Gold both pricing at 1,499 RMB per gram [7] - On February 17, the total cross-regional movement of people in China reached 22.4182 million, a 15.5% increase from the previous day and a 9.4% increase compared to the same day last year [7]

科技股和能源股成为周三美股上行两大推手。"科技七巨头"齐收涨，领涨的亚马逊和英伟达盘中曾涨近3%。英伟达股价得益于Meta新协议同意未来几年部 署数百万英伟达芯片。亚马逊四季度被巴菲特的伯克希尔·哈撒韦猛砍持仓77%，但当季被Bill Ackman旗下基金Pershing Square增持65%，股价得以继续脱离 九连跌所创的九个月低谷。 能源股得到原油反弹提振。美国副总统万斯称本周的美伊谈判未能满足美国的关键需求，美国总统特朗普保留对伊动武的权力。媒体周三获悉，特朗普可能 很快对伊朗发动军事行动，且行动规模超出大多数美国人预期，而不是像今年1月抓走委内瑞拉总统马杜罗那样的突袭。据央视，美官员称美军应在3月中旬 前完成中东军事部署。 周三公布的美国12月新屋开工户数、12月核心资本品订单均超预期增长，1月工业产出创将近一年最大环比增幅，强劲的经济数据暂时压倒AI恐慌，支持三 大美股指早盘齐涨。午盘公布的美联储会议纪要显示，联储的通胀担忧重燃，一些官员支持在利率指引中纳入加息可能，美股涨势消减，道指一度转跌。 主要美股指早盘走高，午盘美联储会议纪要公布后加速回吐涨幅，道指短线转跌 美联储会议纪要凸显联储内部利率 ...

2月17日，大年初一，郑州市各大商场喜气洋洋，浓浓的新年气息扑面而来。在金水区正弘城商场内，一个孩 子兴奋地拉着爷爷的手，奔向陪伴机器人展柜前："爷爷，你看这个机器人会讲故事！" 记者从京东相关部门了解到，2025年京东平台智能产品销售总量同比增长超2倍，智能机器人、智能眼镜等产 品销量同比分别增长超3倍和13倍。今年以来，京东自营机器人租赁业务成交额增长迅速，多款机器人、机器 小朋友在与宇树科技机器人互动。 受访者供图 狗热门机型一机难求，目前订单已排到3月中旬。 "这不只是一台机器，它更像一个'数字家人'。"有网友这样评价。行业人士认为，从长远看，机器人正从功 能型工具演进为具备情感联结的生活伙伴。 有传统年味，也有"赛博年货"，智能产品正逐渐融入人们的新春生活，中原家庭的春节消费清单也正在被科 技重新定义。（记者 李鹏） 不远处的国货品牌手机专柜前，销售人员热情介绍着AI拍照功能："这款手机特别适合春节聚会，能自动识别 人脸、优化合影效果。"如今的最新款手机已不仅仅是常规的硬件升级，更像是一个不断进化的AI智能体。 2026年农历新春，河南的消费市场悄然发生了变化。曾经，人们年货清单上主要是瓜果糖茶；如 ...

科技股和能源股成为周三美股上行两大推手。"科技七巨头"齐收涨，领涨的亚马逊和英伟达盘中曾涨近3%。英伟达股价得益于Meta新协议同意未来几年部 署数百万英伟达芯片。亚马逊四季度被巴菲特的伯克希尔·哈撒韦猛砍持仓77%，但当季被Bill Ackman旗下基金Pershing Square增持65%，股价得以继续脱离 九连跌所创的九个月低谷。 能源股得到原油反弹提振。美国副总统万斯称本周的美伊谈判未能满足美国的关键需求，美国总统特朗普保留对伊动武的权力。媒体周三获悉，特朗普可能 很快对伊朗发动军事行动，且行动规模超出大多数美国人预期，而不是像今年1月抓走委内瑞拉总统马杜罗那样的突袭。据央视，美官员称美军应在3月中旬 前完成中东军事部署。 周三公布的美国12月新屋开工户数、12月核心资本品订单均超预期增长，1月工业产出创将近一年最大环比增幅，强劲的经济数据暂时压倒AI恐慌，支持三 大美股指早盘齐涨。午盘公布的显示，联储的通胀担忧重燃，一些官员支持在利率指引中纳入加息可能，美股涨势消减，道指一度转跌。 主要美股指早盘走高，午盘美联储会议纪要公布后加速回吐涨幅，道指短线转跌 美联储会议纪要凸显联储内部利率决策分歧，更谨 ...

Remitly Global (NasdaqGS:RELY) Q4 2025 Earnings call February 18, 2026 05:00 PM ET Company ParticipantsDavid Beckel - VP of Investor RelationsMatt Oppenheimer - Co-founder and CEOSebastian Gunningham - CEOVikas Mehta - CFOConference Call ParticipantsAditya Buddhavarapu - VP and Equity Research AnalystAlex Markgraff - VP and Equity Research AnalystDarrin Peller - Managing Director and Senior Equity Research AnalystRamsey El-Assal - Managing Director and Senior Equity Research AnalystTien-Tsin Huang - Managin ...