中美刚聊完电话三天，咱们这边就公布了一个重量级的黄金储备数据，立马就让全世界的市场都紧张起来了，还把美国的态度给翻了个过来，变得完全不一 样了。 国家外汇管理局透露，到2026年1月末，中国黄金储备达到7419万盎司，连续15个月都在增加。 同时，外汇储备也稳稳地在3.3万亿美元以上。消息一出，没多久，美国财长贝森特就紧急表态，明确说"不希望中美脱钩"，这一下子就打破了之前对中国 的强硬立场，反差真是挺大的，让人瞠目结舌。 我国产生了一个明显的变化，一边持续抛售美国国债，一边却在不断增加黄金储备，这背后到底藏着什么玄机呢？ 这个动作透露出什么样的信号？再看贝森特说"不希望和中国脱钩"，这话到底意味着啥？是不是暗示双方关系会继续向好？这可真让人琢磨不透，看来未来 的国际局势又添了几分变数。 2月7号是个普通的星期六，大家大多还在休息。当天中国央行公布了最新的资产负债表，到2026年1月末，中国官方的黄金储备已经积攒到7419万盎司了。 这次的增加不是突然之间的，而是经过好几个月稳扎稳打逐步攒起来的，单月又多了4万盎司。 就算现在国际金价一直挺高，中国增持黄金的脚步也一点不减，每一笔都在稳扎稳打地积累实打实的硬通 ...

2月15日，加密货币市场出现剧烈波动，近24小时内全球超11万人发生爆仓。 美联储降息进程迎来关键变数。2月20日，去年12月核心个人消费支出物价指数（PCE）及第四季度国 内生产总值（GDP）初值将正式公布。彭博经济学家预计，去年12月核心PCE物价指数环比或上涨 0.3%，同比升至2.9%，年末通胀呈现升温态势；尽管受美国政府停摆影响，四季度GDP增速仍有望达 到3.0%，高于市场此前预期的2.8%。 来源：市场资讯 投资者将聚焦下周三发布的美联储会议纪要，以此评估支持维持利率不变与主张启动降息的官员之间的 立场分歧。当前市场参与者已完全计入7月份降息25个基点的预期，同时预计2026年全年累计降息幅度 约为60个基点。芝商所"美联储观察工具"数据显示，交易员对于美联储6月实施降息的概率预期攀升至 83%。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

The workers committee at ZIM Integrated Shipping Services Ltd. (NYSE: ZIM) has called a strike at the company’s headquarters in Israel in the wake of the reports of the sale of the company to shipping line Hapag-Lloyd and private equity firm FIMI. Workers committee chairperson Oren Caspi told "Globes": "After ignoring and evading us for two weeks, a representative of the board of directors and the board’s legal counsel held a meeting with us today. We came there and heard about the sale of the company, an ...

为切实维护节日市场价格秩序，守护群众"米袋子""菜篮子"，2月15日，省市场监管局价格监督处处长万柳一行深入经开区水秀百姓量贩、水秀街停车 场、绪村农贸市场等经营场所，实地调研春节期间市场价格监管工作。市市场监管局党组书记、局长岳春青、二级高级主办吕淑华、经开区党工委委员、 管委会副主任宋振山等参与调研。 在水秀百姓量贩和绪村农贸市场，调研组详细了解米面粮油肉蛋菜奶等重要民生商品的供应保障、价格波动、明码标价等情况，叮嘱市场开办方强化内部 管理，稳定商品价格，强化价格自律，确保群众"米袋子""菜篮子"量足、质优、价稳，严禁哄抬价格、价格欺诈、不明码标价等违法违规行为，为人民群 众欢度春节营造放心舒心的价格环境。 调研组强调，春节市场价格事关民生福祉和节日氛围，要持续加大市场监管力度，紧盯重点区域、重点商品、重点时段，加大巡查检查与价格监测力度， 督促经营者依法诚信经营，严格落实明码标价，自觉维护市场价格秩序。要提前防范化解价格风险，及时处置价格异常波动，快速回应群众价格诉求，以 严监管、强服务保障春节市场供应充足、价格平稳、秩序规范，为广大人民群众度过欢乐祥和、平安健康的新春佳节保驾护航。 编辑：王钦 初审： ...

Core Viewpoint - Super Micro Computer (SMCI) experienced an 11% stock drop despite reporting a 123% year-over-year revenue growth, primarily due to concerns over margin compression and insider selling [1]. Group 1: Financial Performance - Super Micro reported $12.7 billion in revenue for Q2 fiscal 2026, exceeding Wall Street's expectations of $10.3 billion, marking a 123% increase year-over-year [1]. - The CEO raised the full-year revenue target to $40 billion, describing it as "conservative" [1]. - Gross margins fell to 6.3%, the lowest recorded, down from 15.6% in late 2023 and below 10% at the beginning of 2025 [1]. Group 2: Market Sentiment and Analyst Opinions - Goldman Sachs turned bearish on Super Micro, citing margin compression and limited bargaining power with hyperscaler customers [1]. - Analysts from JR Research downgraded the stock to Hold, highlighting risks from increasing competition, particularly from Dell and potential Nvidia offerings [1]. - Retail investor sentiment on platforms like r/wallstreetbets shifted from bullish to bearish within the week, indicating a loss of confidence in the stock [1]. Group 3: Insider Activity - Multiple executives sold shares in late November 2025, including CEO Charles Liang and 10% owner Sara Liu, each selling 5,000 shares [1]. - The largest recent transaction involved Director Sherman Tuan selling 48,630 shares at $33 [1]. - There have been 60 insider sales over the past year with no open market purchases, raising concerns among investors about insider confidence [1].

Core Viewpoint - S&P Global's stock has dropped 25% in one month due to disappointing 2026 earnings guidance, despite solid revenue growth and strong cash flow, raising questions about whether it represents a buying opportunity [1] Financial Performance - S&P Global reported revenue of $3.92 billion, a 9% year-over-year increase, surpassing the expected $3.91 billion [1] - Non-GAAP earnings rose 14% to $4.30 per share, slightly below the forecast of $4.32 per share [1] - The company achieved a free cash flow margin of 39%, indicating strong cash generation capabilities [1] Business Segments - The company operates four main segments: - Global Commodity Insights and Engineering Solutions, providing specialized energy and commodities data - S&P Global Market Intelligence, offering data and analytics for investors - Dow Jones Indices, managing benchmarks tied to trillions in assets - Global Ratings, delivering key credit ratings for financial markets [1] Dividend and Valuation - S&P Global has a history of over 50 consecutive years of dividend increases, with a current yield of approximately 0.92% and a 10-year dividend growth rate of 10.3% [1] - The stock is currently trading at 21 times earnings estimates, the lowest valuation in five years, compared to a historical average of 30 times [1] Market Sentiment and Guidance - The company's guidance for adjusted earnings of $19.40 to $19.65 per share fell short of the $19.96 consensus, contributing to negative market sentiment [1] - S&P Global's stock has decreased 24% over the past year and nearly 22% year-to-date, reflecting broader selling pressure in the software sector [1] Competitive Advantage - Unlike typical software firms, S&P Global possesses unique, hard-to-replicate data assets, which are less susceptible to competition from AI [1] - Analysts project a 40% upside for the stock, with an average price target of $576 per share, despite recent downward adjustments [1]

Core Insights - Microsoft has reported 15 million paying customers for its AI assistant Copilot, marking the first disclosure of this figure [2] - Despite a year-over-year growth of 160% in paid Copilot users, the total number remains low compared to the 450 million paid commercial seats of Microsoft 365 [5] - Analysts express concerns regarding the lack of revenue growth acceleration from Copilot and insufficient usage ramp [8] Group 1: Product Overview - Copilot functions as a chatbot and an assistant within Microsoft 365, allowing users to automate tasks and manage workflows without coding knowledge [4] - The pricing structure for Copilot varies, with enterprise pricing set at $30 per user per month, while basic chat features are available for free to Microsoft 365 subscribers [5] Group 2: Market Comparison - The conversion rate of Copilot users to paid subscribers is approximately 3.3%, which is lower than ChatGPT's 5% hit rate among its paid subscriptions [6] - ChatGPT's growth is viewed as more impressive due to its lack of an existing user base, while Microsoft has the potential to cross-sell to its current users [7]

Company Overview - Sealed Air Corporation provides packaging and protective solutions primarily in food safety and product protection markets, leveraging proprietary brands and automation technologies [3][7] - The company serves a diversified customer base, including food processors, e-commerce businesses, consumer goods companies, pharmaceutical firms, and industrial manufacturers globally [7] Financial Performance - As of February 13, 2026, Sealed Air's stock price was $41.93, with a market capitalization of $6.2 billion [2] - The company's revenue for the trailing twelve months (TTM) was $5.3 billion, and net income for the same period was $396.4 million [2] - Over the past year, Sealed Air's shares returned 26.3%, significantly outperforming the S&P 500 index's return of 13.2% [5] Recent Developments - Kiltearn Partners LLP fully exited its position in Sealed Air, selling 335,500 shares in the fourth quarter, which previously accounted for 2.4% of its assets under management (AUM) [1][6] - Following this transaction, Kiltearn Partners now holds only 28 positions, with its top five holdings making up over 44% of its AUM [4] Sales Outlook - Sealed Air's third-quarter sales experienced a decline of 1% after adjusting for foreign-currency translation effects, and management anticipates a sales decrease of 2% to 3% for the year [5]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased securities of Klarna Group plc about a class action lawsuit related to Klarna's September 2025 IPO, with a lead plaintiff deadline of February 20, 2026 [1][3]. Group 1: Class Action Details - Investors who purchased Klarna securities may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties can join by submitting a form or contacting the law firm [3][6]. - The lawsuit alleges that the Registration Statement contained false or misleading statements regarding Klarna's loss reserves, which were understated, leading to investor damages when the true information became public [5]. Group 2: Law Firm Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions, highlighting their own achievements in this area [4]. - The firm has secured significant settlements for investors, including over $438 million in 2019, and has been recognized as a leader in the field of securities class action litigation [4].

Core Viewpoint - Rosen Law Firm has announced a class action lawsuit on behalf of purchasers of American Depositary Shares (ADS) of Mereo BioPharma Group plc, covering the period from June 5, 2023, to December 26, 2025, due to alleged misleading statements regarding the company's clinical studies [1][5][6]. Group 1: Lawsuit Details - The lawsuit claims that Mereo BioPharma provided investors with optimistic information about the Phase 3 Orbit and COSMIC studies for setrusumab in Osteogenesis Imperfecta (OI), suggesting confidence in the drug's efficacy [5]. - Defendants allegedly made positive statements while concealing adverse facts about the Phase 3 programs, which did not meet their primary endpoints, leading to artificially inflated prices for Mereo's ADSs [6]. Group 2: Class Action Participation - Investors who purchased Mereo ADSs during the specified Class Period may be eligible for compensation without incurring out-of-pocket fees through a contingency fee arrangement [2]. - To join the class action, interested parties can visit the provided link or contact the law firm directly for more information [3][7].