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午评:沪指窄幅震荡,地产、石油等板块拉升,AI应用概念活跃
Sou Hu Cai Jing· 2026-01-29 04:12
1月29日早盘,沪指盘中窄幅震荡,创业板指冲高回落,科创50指数弱势下探,A股市场超2800股飘 绿。 截至午间收盘,沪指跌0.1%,深证成指微涨,创业板指微跌0.05%,科创50指数跌1.52%,沪深北三市 合计成交约2.03万亿元。 盘面上看,半导体、券商、医药、军工等板块走低,传媒、地产、石油、有色、酿酒、保险、银行等板 块拉升,AI应用概念、稀土概念等活跃。 中银证券认为,短期来看,春躁行情运行至高位震荡与预期分化阶段,结构分化或有增加。目前市场对 扩内需政策及遏制行业"内卷"的供给侧政策抱有期待,周期股的阶段性催化依旧。但需注意短期监管降 温带来的ETF及杠杆资金增量边际走弱对市场的影响。节前市场或进入震荡博弈阶段,重点关注业绩主 线。 ...
Amazon Confirms 16,000 Job Cuts Amid Organizational Restructuring - Amazon.com (NASDAQ:AMZN)
Benzinga· 2026-01-28 11:55
Amazon.com Inc. (NASDAQ:AMZN) officially announced approximately 16,000 job reductions across the company on Wednesday, according to Beth Galetti, Senior Vice President of People Experience and Technology at Amazon.In a message shared with employees on Tuesday, Galetti stated the cuts follow organizational changes that began in October. “We’ve been working to strengthen our organization by reducing layers, increasing ownership, and removing bureaucracy,” Galetti wrote.The company will offer most U.S.-based ...
Nancy Pelosi Just Doubled Down on AI Again
Yahoo Finance· 2026-01-27 16:09
Quick Read Congresswoman Nancy Pelosi exercised options in Vistra (VST) and Tempus AI (TEM) as part of $69M in trades. Vistra supplies power to AI data centers and struck deals with Meta Platforms covering 2,600+ megawatts. Tempus AI applies AI to precision medicine in oncology and cardiology. Investors rethink ‘hands off’ investing and decide to start making real money Nancy Pelosi is often portrayed as the most successful stock trader in Congress, having built a substantial fortune largely thro ...
Understanding Netflix's Position In Entertainment Industry Compared To Competitors - Netflix (NASDAQ:NFLX)
Benzinga· 2026-01-27 15:01
In today's rapidly changing and highly competitive business world, it is vital for investors and industry enthusiasts to carefully assess companies. In this article, we will perform a comprehensive industry comparison, evaluating Netflix (NASDAQ:NFLX) against its key competitors in the Entertainment industry. By analyzing important financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the industry.Netflix Ba ...
Disney's CEO succession drama is hurting the stock price
Yahoo Finance· 2026-01-27 14:19
It's time to wrap the Disney (DIS) CEO succession race and bring a happy ending to one executive castmate. Because the long drawn out process being led by former Morgan Stanley (MS) CEO and current Disney chair James Gorman is weighing on its stock like a stretch of bad movies. "We wouldn’t expect the company to address leadership succession during the [upcoming] earnings call, but do anticipate resolution of this matter over the very near-term. While the change is not likely to result in major strategic ...
a16z开年观点:当供给侧跃迁,我们需要全新的思考框架
深思SenseAI· 2026-01-27 01:00
Speaker 个人介绍 "如果供给侧发生了根本性的突破,市场规模分析就失效了。" 2026年1月中旬,就在 a16z 宣布募集超过 150亿美元新基金后不久 , Marc Andreessen 与 Ben Horowitz 在硅谷展开了一场关于 AI、媒体与未来的深度对话。这不是一次常规访谈, 而是一场围绕 "供给侧革命" 的系统性讨论。 他们的核心判断是:真正的创新并非来自对既有需求的优化,而是通过创造前所未有的供 给,迫使新的需求出现。 从 Elon Musk 对 Twitter 的重构,到 AI 对所有市场边界的重塑, 这一逻辑贯穿始终。其结果不是10%的增长,而是10倍、100倍甚至1000倍的机遇。 本文基 于 a16z 官方播客《The Ben & Marc Show》相关节目内容,整理并拓展而成。 1.Marc Andreessen: a16z联合创始人。22岁时创造一款流行图形浏览器 Mosaic,随后联合 创立 Netscape,点燃了第一波互联网革命。投资组合包括 Facebook、Twitter、GitHub 等。 2.Ben Horowitz: a16z联合创始人。曾任 Netsca ...
Adeia Expands Executive Leadership Team to Accelerate Growth and Advance Semiconductor Strategy
Globenewswire· 2026-01-26 21:10
SAN JOSE, Calif., Jan. 26, 2026 (GLOBE NEWSWIRE) -- Adeia Inc. (Nasdaq: ADEA), the technology company known for developing foundational innovations that enable next-generation solutions for the semiconductor and media industries, today announced updates to its executive leadership team designed to strengthen execution towards the company’s long-term strategy and growth priorities. Craig Mitchell has rejoined Adeia as chief semiconductor officer, where he will lead the company’s semiconductor technology rese ...
Inquiry Into Netflix's Competitor Dynamics In Entertainment Industry - Netflix (NASDAQ:NFLX)
Benzinga· 2026-01-26 15:00
In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating Netflix (NASDAQ:NFLX) against its key competitors in the Entertainment industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the industry.Netf ...
Media firms look beyond the home screen, eye eyeballs offshore
MINT· 2026-01-25 13:28
As revenue pressures mount at home, Indian media firms are finding their next growth opportunity abroad. Media and entertainment companies have been exploring global partnerships and strengthening their presence in several international markets over the past few months in a bid to gain from the higher paying propensity among diasporic Indians abroad. Many of these deals come at a time that the Indian market is still growing in consumption, but monetization has become harder. Subscription prices are low, adv ...
K Wave Media Receives Nasdaq MVLS Deficiency Notice, Aims to Regain Compliance by June 2026
Globenewswire· 2026-01-23 21:30
NEW YORK and SEOUL, South Korea, Jan. 23, 2026 (GLOBE NEWSWIRE) -- K Wave Media (the “Company”) announced today that it received a written notification (the “Notice”) from the Nasdaq Stock Market LLC (“Nasdaq”) dated January 22, 2025, notifying the Company that it is not in compliance with the minimum Market Value of Listed Securities (“MVLS”) requirement set forth in Nasdaq Listing Rules for continued listing on The Nasdaq Global Market. Pursuant to Nasdaq Listing Rule 5810(c)(3)(C), the Company has a 180- ...