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纳指低开1.31%,Alphabet绩后大跌超7%,高通跌超9%
Ge Long Hui· 2026-02-05 14:52
美国1月挑战者企业裁员人数升至10.8万,创2009年以来同期最高;上周初请失业金人数亦超预期上 升。美股开盘,三大指数集体下跌,纳指跌1.31%,标普500指数跌0.9%,道指跌0.6%。 Alphabet跌超7%,今年资本支出指引接近翻倍至1750亿-1850亿美元,远超预期。 高通跌9.3%,第二财季营收及调整后每股收益指引逊于预期,手机芯片业务受制于供应链瓶颈。 Arm跌3.2%,第三财季营收同比增长26%至12.4亿美元,本季营收指引不及最乐观预期。 百度涨2.5%,预计2026年首次派发股息,计划回购至多50亿美元的股票。 (格隆汇) ...
首都在线:关于使用部分暂时闲置的募集资金及自有资金进行现金管理的公告
Zheng Quan Ri Bao Zhi Sheng· 2026-02-05 14:20
Group 1 - The company announced the approval of a proposal to use part of its temporarily idle raised funds and self-owned funds for cash management [1] - The approved amount for temporarily idle raised funds is up to 220 million yuan, and for self-owned funds, it is up to 300 million yuan [1] - The effective period for this cash management initiative is no more than 12 months from the date of approval by the shareholders' meeting, with the investment amount being able to be used in a rolling manner within this period [1]
2026年资本开支指引翻倍 谷歌A(GOOGL.US)盘前跌超4%
Zhi Tong Cai Jing· 2026-02-05 14:03
Group 1 - Google's Q4 revenue exceeded expectations, growing 18% to $113.8 billion, surpassing the anticipated $111.5 billion, driven by accelerated growth in Google Services and the increasing importance of Google Cloud [1] - Q4 net profit reached $34.46 billion, a nearly 30% increase year-over-year, with operating profit growing 16% to $35.9 billion and maintaining a stable operating margin of 32% [1] - Earnings per share were $2.82, exceeding the expected $2.63 [1] Group 2 - The company announced an ambitious capital expenditure plan for 2026, projecting spending between $175 billion and $185 billion, significantly higher than the expected $119.5 billion [1] - A substantial portion of the capital expenditure will be allocated to enhancing Google DeepMind's AI computing capabilities and meeting "huge cloud customer demand" [1] - Additional funds will be directed towards strategic investments in the company's "other investments" segment and improving returns for advertisers [1]
百度官宣50亿美元回购计划!腾讯、小米已近百亿港元扫货,互联网巨头集体开启“护盘模式”?
证券时报· 2026-02-05 13:22
港股回购潮继续。 继今年1月下旬小米集团宣布25亿港元回购计划后,百度集团也在2月5日公告,计划耗资50亿美元回购公司股票。这一举措 被视为百度在资本市场低迷背景下提振投资者信心、强化股东回报的关键战略。 Wind统计数据显示,截至目前,2026年以来港股市场回购金额接近170亿港元,尽管较去年同期明显下降,但回购公司数量 仍保持在高位水平。其中,行业龙头公司的回购节奏和力度不减,腾讯控股今年以来累计回购金额已超60亿港元。 近年来,港股市场回购浪潮中,互联网企业始终扮演着"中流砥柱"的角色。2026年开年以来,互联网企业仍在积极回购股 份。1月2日,腾讯控股开启了2026年首次回购,以6.36亿港元的总金额回购102.9万股。此后,腾讯控股持续出手,截至目 前,腾讯控股今年以来共进行了10次回购,以每股600.5港元至638港元的价格合计回购1020.5万股,累计回购金额达63.58亿 港元,位居首位。 小米集团回购金额也不低。2月4日,小米集团回购了430万股公司股份,回购金额达1.46亿港元。截至目前,小米集团今年 已累计进行18次回购,合计回购8205.10万股,总回购金额接近30亿港元。 | 起始日 ...
股票行情快报:朗玛信息(300288)2月5日主力资金净卖出537.77万元
Sou Hu Cai Jing· 2026-02-05 13:03
Core Viewpoint - The stock of Langma Information (300288) has shown a decline in both price and key financial metrics, indicating potential challenges in its operational performance and market position [1][3]. Financial Performance - As of February 5, 2026, Langma Information's stock closed at 14.21 yuan, down 0.77% with a trading volume of 47,100 shares and a total transaction value of 67.19 million yuan [1]. - The company reported a total revenue of 224 million yuan for the first three quarters of 2025, a year-on-year decrease of 24.75% [3]. - The net profit for the same period was 13.51 million yuan, down 67.04% year-on-year, with a significant drop in the third quarter where the net profit was -0.93 million yuan, a decline of 105.48% [3]. Market Position and Ratios - Langma Information's total market capitalization is 4.802 billion yuan, significantly lower than the industry average of 15.111 billion yuan, ranking 108 out of 145 in the internet services sector [3]. - The company's price-to-earnings (P/E) ratio stands at 266.65, compared to the industry average of 134.67, indicating a higher valuation relative to earnings [3]. - The gross margin is reported at 29.25%, slightly below the industry average of 31.42%, while the net margin is at 4.91%, which is better than the industry average of -5.37% [3]. Capital Flow Analysis - On February 5, 2026, the net outflow of main funds was 5.38 million yuan, accounting for 8.0% of the total transaction value, while retail investors saw a net inflow of 7.63 million yuan, representing 11.35% of the total [1][2]. - Over the past five days, the stock has experienced fluctuating capital flows, with significant net outflows from main funds on February 4 and February 3, indicating a trend of selling pressure [2].
首都在线:2026年度拟为合并报表范围内部分子公司提供不超过7.9亿元的担保额度
Mei Ri Jing Ji Xin Wen· 2026-02-05 11:35
为支持合并报表范围内子公司日常经营资金需求,有效降低融资成本,公司拟为合并报表范围内部分子 公司(含授权期限内新设立或纳入合并范围的子公司)在向金融机构申请前述授信额度时,提供总额不 超过7.9亿元(含本数)人民币的担保额度(包含新增担保及存续担保余额),前述担保额度在有效期 内可循环滚动使用,任一时点的实际担保余额不得超过上述额度。担保方式包括但不限于信用担保(含 一般保证、连带责任保证等)、抵押担保、质押担保或多种担保方式相结合等形式。 在不超过上述担保额度的前提下,公司管理层可根据实际经营情况在总担保额度范围内,适度调整合并 报表范围内各子公司(含授权期限内新设立或纳入合并范围的子公司)的担保额度,前述担保额度均为 向资产负债率大于或等于70%的担保对象提供的担保。前述担保额度内,公司董事会提请股东会授权公 司经营管理层签署与上述担保相关的合同及法律文件,授权期限自股东会审议通过之日起一年内有效, 有效期限内额度可循环滚动使用。 每经AI快讯,首都在线2月5日晚间发布公告称,为满足公司及子公司业务发展及经营需要,2026年度 子公司(含授权期限内新设立或纳入合并范围的子公司)拟向金融机构申请总额不超过7 ...
邂逅美美江南:抖音生活服务解锁秋冬的美美生活方式
Zhong Guo Shi Pin Wang· 2026-02-05 10:40
王力宏南京演唱会期间,一场"王力宏请你吃鸭啦"的宠粉活动持续刷屏。拿着演唱会票根,就能到8家本地知名门店免费兑换盐水鸭,#王力宏你的兵来南京 吃鸭了 话题连续5天在榜,累计曝光超500万,带动「盐水鸭」品类搜索PV增长趋势破峰,引发粉丝自发讨论寻味。明星的号召力让江南秋冬更具吸引力, 拉动城市商家交易不断增长。 金陵城墙下,热气腾腾的火锅正冒着烟火气;苏州园林里,一家人围坐品茶赏景;无锡的湖畔,年轻人举起手机记录夕阳与晚风……当抖音生活服务遇 上"美美江南",一场覆盖南京、苏州、无锡三座城市的秋冬生活盛宴就此拉开帷幕。 带着家人寻觅暖心美味,约着好友解锁疗愈时光,或是陪着长辈享受慢节奏旅途,无论和谁在一起,总能在"邂逅美美江南"里找到专属乐趣。这个秋冬,抖 音生活服务通过明星达人种草、商家IP联动、城市大事件等,覆盖餐饮、温泉、酒旅等品类,把江南的秋冬风情变成了触手可及的生活享受,全方位助力商 家突围,活动累计曝光量高达4.1亿。 明星陪你逛江南,开启美美生活模式 什么样的生活才是美美的?追一场演唱会、看一支TVC,get一份超实用的江南秋冬游玩攻略,与美美江南撞个满怀!抖音生活服务将明星效应与城市特色 深度 ...
除了12315,还有哪些靠谱的投诉渠道?
Xin Lang Cai Jing· 2026-02-05 09:28
Core Viewpoint - Consumer complaint and rights protection are essential in daily life, with various channels available beyond the commonly known 12315 hotline, allowing for more effective resolution of issues in different industries and scenarios [1][7]. Official Channels: Authority and Coverage - In addition to 12315, there are specific regulatory bodies and industry platforms for various sectors that handle complaints with greater expertise [8]. Industry-Specific Complaint Platforms - Certain industries have third-party or semi-official complaint platforms that have accumulated rich mediation experience in specific fields [11]. Market-Oriented Complaint Service Platforms - With the development of the internet, third-party complaint service platforms operated by media or internet companies have emerged, providing consumers with more flexible and transparent options for rights protection [12]. - An example is the "Black Cat Complaint" platform, which has become a popular tool for many consumers, especially younger demographics, allowing for easy access and submission of complaints through multiple channels [12][13]. - The platform offers real-time tracking of complaint progress, enhancing transparency and reducing consumer anxiety about unresolved issues [12][13]. Public Interest and Neutrality of Platforms - The Black Cat Complaint platform operates as a neutral third party, ensuring fairness in dispute resolution without charging users, primarily facilitating communication between consumers and businesses [13]. - Complaints on the platform are displayed publicly after anonymization, creating public pressure on companies to address consumer concerns [13]. Regulatory Complaint Platforms - The Ministry of Industry and Information Technology has a complaint platform for issues related to telecommunications, ensuring high processing efficiency [10]. - The transportation service supervision hotline (12328) addresses complaints in the transportation sector, providing direct access to local regulatory authorities [10]. - The National Postal Service complaint website and hotline (12305) handle issues related to express delivery, with clear requirements for processing times [10]. Consumer Rights Protection Strategies - Consumers should first identify the industry related to their complaint and choose the appropriate regulatory platform or hotline [16]. - For serious violations requiring administrative intervention, official channels like 12315 should be prioritized, while third-party platforms can be used for common disputes [16][18]. - Utilizing multiple channels simultaneously can increase the likelihood of issues being addressed effectively [18]. - Maintaining clear evidence such as order screenshots, contracts, and communication records is crucial for successful rights protection [18].
春节外卖吃到异物,别只会给差评!这样投诉更管用
Xin Lang Cai Jing· 2026-02-05 08:27
Core Viewpoint - The article emphasizes the importance of understanding effective complaint channels and methods for consumers facing issues with food delivery, particularly during the busy Spring Festival period, to protect their rights and improve service quality [1][9]. Official Channels: Basic and Authoritative Support - Official platforms are highlighted as the primary and authoritative means for resolving consumer disputes, characterized by high credibility and enforceable outcomes [10][11]. - These platforms require consumers to provide specific details about the complaint, including the merchant's full name and address, specific demands, and relevant evidence [11]. Industry and Social Supervision Platforms: Efficient Supplement and Public Opinion Boost - Industry-specific platforms and media-backed social supervision platforms can resolve service-related consumer disputes with unexpected speed and efficiency [3][12]. - An example is the "Black Cat Complaints" platform, which connects consumers with numerous enterprises, especially well-known brands, allowing for easy submission of complaints and providing visibility into the complaint process [4][15]. Precise Rights Protection: Channel Selection Strategy - A layered approach is recommended for addressing issues with foreign objects in food during the Spring Festival, utilizing various complaint channels based on the situation [16]. - The national 12315 platform serves as a key official complaint channel, directly connecting to local market supervision departments for effective handling of clear and evidence-backed food safety issues [14]. Effective Complaint Core: Evidence and Presentation - The completeness of the evidence chain is crucial for the success of complaints, necessitating the preservation of various types of evidence, including photos/videos of the issue, order screenshots, and communication records [16][18]. - Consumers are advised to follow the "5W1H" principle when describing issues to ensure clarity and focus in their complaints [8][16]. Consumer Complaint Process - The initial step involves immediate evidence collection and preliminary communication with the merchant and platform customer service, clearly stating demands such as refunds or compensation [18]. - If initial attempts fail, consumers should escalate the complaint to third-party platforms like Black Cat Complaints, leveraging their public nature to apply social pressure on businesses [18]. - In cases involving potential health hazards, consumers should promptly report to the national 12315 platform to initiate administrative oversight [18].
主力资金流入前20:平潭发展流入12.78亿元、网宿科技流入6.82亿元
Jin Rong Jie· 2026-02-05 07:43
Core Insights - The main focus of the news is on the significant inflow of capital into various stocks, highlighting the top 20 stocks by capital inflow as of February 5, with notable performances in terms of percentage increase and monetary value [1][2][3] Group 1: Top Stocks by Capital Inflow - Pingtan Development leads with a capital inflow of 1.278 billion, showing a price increase of 10.05% [2] - Wangsu Science & Technology follows with an inflow of 0.682 billion and a price increase of 7.48% [2] - N North Core U has an inflow of 0.666 billion, with a remarkable price increase of 183.33% [2] - Haixia Innovation shows a strong performance with a capital inflow of 0.642 billion and a price increase of 20% [2] - Other notable stocks include 263 with 0.566 billion inflow and a 10.04% increase, and China Merchants Bank with 0.554 billion and a 1.79% increase [2] Group 2: Sector Performance - The stocks listed are from various sectors, including agriculture, internet services, consumer electronics, and cultural media, indicating diverse investment interests [2][3] - The electronic components sector is represented by Fenghua High-Tech with a capital inflow of 0.401 billion and a price increase of 9.99% [3] - Aerospace is represented by Beimo High-Tech, which has a capital inflow of 0.312 billion and a price increase of 10% [3]