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Meta高管:欧盟打击美国科技企业将损害欧洲企业和消费者的利益
Jin Rong Jie· 2026-01-22 01:46
Meta全球首席事务官卡普兰在达沃斯世界经济论坛期间表示,欧洲不应以科技行业作为报复手段,来 回应美国总统特朗普威胁对反对美国吞并格陵兰岛的国家加征关税的举措,此举将损害欧洲无数企业和 消费者的利益。卡普兰承认,欧洲各国政府必须做出决定,判断什么才是最符合欧洲人民和欧洲经济利 益的。他预计各国政府会得出结论:"获取这些能够改善人们生活、深受民众和企业重视的技术,对他 们来说至关重要"。 ...
中信证券:非美发达市场权益资产配置性价比难以超越美股 美股仍将延续上行趋势
智通财经网· 2026-01-22 01:11
智通财经APP获悉,中信证券发布研究报告称,当前,美股估值水平相较于2025年的极值阶段已显著收 敛,估值中枢下行叠加盈利预期持续上修;结合ROE等多维度估值数据来看,非美发达市场权益资产难 以提供超越美股的配置性价比。展望后市,美股市场短期波动率或将提升,存在获利回吐压力的科技板 块以及受贸易摩擦升级影响的零售板块面临下行压力;但从中长期视角而言,在中期选举年美国财政与 货币双宽松的预期下,美股上行动力仍将延续,建议关注科技、制造业、资源品、能源基建(核电)、军 工、互联网医疗诊断、金融(银行)等板块。 中信证券表示,美国政府将格陵兰岛地缘政治诉求与对欧洲国家贸易壁垒强行挂钩,若未来美国对欧洲 八国的关税威胁实质性落地,鉴于欧洲八国经济结构对出口存在显著依赖,不排除部分国家因经济基本 面压力而最终向美国妥协让步的可能性。此外,丹麦退休基金表示将抛售其持有的美国国债,但整体规 模仅约1亿美元,且在欧洲持仓美债占比较大的国家及全球其他地区未出现系统性跟风抛售的情形下, 预计不足以诱发美债市场的流动性风险。 事件: 据报道,美国政府将格陵兰岛地缘政治诉求与贸易壁垒挂钩,宣布自2月1日起对欧洲八国(丹麦、挪 威、瑞 ...
Dave Inc. Appoints Nima Khajehnouri to Board of Directors; Announces Board Leadership Transitions
Globenewswire· 2026-01-20 22:27
LOS ANGELES, Jan. 20, 2026 (GLOBE NEWSWIRE) -- Dave Inc. (“Dave” or the “Company”) (Nasdaq: DAVE), one of the nation's leading neobanks, today announced that Nima Khajehnouri, a distinguished leader in artificial intelligence and data engineering, has joined its Board of Directors, effective immediately. Mr. Khajehnouri will serve as a member of the Company’s Audit Committee. Imran Khan, who has served on the Board since August 2023, is stepping down in conjunction with this appointment. Mr. Khajehnouri bri ...
Wall Street and Europe stocks slump after Trump's tariff threats on NATO members
Fastcompany· 2026-01-20 18:41
The S&P 500 fell 1.2%, pulling back further from the record it set early last week. It was the first time U.S. markets could react to the escalation from Trump, as they were closed on Monday for Martin Luther King Jr. Day.The Dow Jones Industrial Average fell 536 points, or 1.1%, as of 10:56 a.m. Eastern. The Nasdaq composite slumped 1.5%.The losses were widespread and led by technology stocks, many of which already have more influence over the direction of the market because of outsized values. Retailers, ...
Domo: AI Is Making This Company Obsolete (NASDAQ:DOMO)
Seeking Alpha· 2026-01-20 15:45
Amid a huge rally in the stock market in 2025 driven by tech stocks, investors should remind themselves of a very basic fact of the tech industry: technology changes rapidly, and for every winner, there is usually also aWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking ...
Tech stocks lead Wall Street sell-off as tensions over Greenland escalate
CNBC· 2026-01-20 12:38
Technology shares led the declines in U.S. stocks on Tuesday as investors reacted to escalating tariff rhetoric tied to President Donald Trump's renewed push around Greenland.The State Street Technology Select Sector SPDR ETF (XLK) fell 2.2%. Nvidia, Meta Platforms and Google-parent Alphabet were all down around 2%. Apple and Microsoft shed more than 1% each, while Amazon and Tesla declines more than 2%. Those moves put pressure on the broader market. Futures tied to the Nasdaq 100 were last down 1.8%. S&P ...
Meta's Recent Stock Decline Is 'Self-Inflicted,' Says Analyst, Predicts Rally If Mark Zuckerberg Does This - Meta Platforms (NASDAQ:META)
Benzinga· 2026-01-20 10:43
Suncoast Equity managing director and co-portfolio manager Eric Lynch weighed in on Meta Platform Inc.‘s (NASDAQ:META) recent stock decline amid investor skepticism about the company’s capital expenditure (capex) guidance for the year. Capex Concerns Pressure Meta StockLynch, in a recent conversation with Yahoo Finance on Sunday, suggested that investors are wary of a potential increase in capex due to CEO and founder Mark Zuckerberg‘s AI push. This skepticism has led to a 4.6% drop in Meta’s stock this yea ...
Water.org Partners with Gap Inc., Amazon, Starbucks, and Ecolab to Launch Get Blue™, Advancing Water.org's Goal of Reaching 200 Million People by 2030
Prnewswire· 2026-01-19 07:00
Core Insights - The launch of Get Blue™ aims to enhance access to safe water and sanitation globally by leveraging business leadership, consumer engagement, and capital to support Water.org's solutions [1][3][5] Group 1: Initiative Overview - Get Blue is a long-term platform that encourages companies to treat water as a critical business issue, promoting sustained investment in solutions that provide access to safe water [3][5] - The initiative is backed by major companies including Gap Inc., Amazon, Starbucks, and Ecolab, which are collaborating to address the global water crisis [1][4][11] Group 2: Current Water Crisis Statistics - Approximately 2.1 billion people lack access to safe water, and 3.4 billion lack access to safe sanitation, highlighting the urgent need for initiatives like Get Blue [2][6] Group 3: Corporate Commitment - Gap Inc. emphasizes the importance of addressing the water access gap, stating that the initiative unites influential brands to create a positive impact [4][12] - Amazon has committed to responsible water stewardship, with over 40 water replenishment projects expected to return 18 billion liters of water annually [10][12] Group 4: Water.org's Impact - Water.org has already reached 85 million people with access to safe water and sanitation, aiming to reach 200 million by 2030 through initiatives like Get Blue [6][15] - The organization utilizes solutions such as WaterCredit to provide affordable loans for families to access safe water [6][15] Group 5: Future Plans and Collaborations - The initiative plans to launch consumer and commercial activations later in 2026, showcasing cross-sector collaboration across various industries [8][10] - Water.org invites companies from different sectors to join the Get Blue initiative to collectively tackle the water crisis [13][14]
10 Most Undervalued Tech Stocks to Buy in 2026
Insider Monkey· 2026-01-18 17:43
In this article, we will look at the 10 Most Undervalued Tech Stocks to Buy in 2026.​On January 16, Doug Clinton, founder of Intelligent Alpha, appeared on a CNBC Television interview to discuss the technology sector and the health of the AI trade. He noted that the firm’s model view suggests that the AI trade is still alive and healthy. While discussing the recent pullback, Clinton calls it a necessary reset that was needed for some of the hottest technology names. He noted that this pullback further affir ...
Big Tech stocks are quickly falling out of favor. Here's the market's new momentum trade.
MarketWatch· 2026-01-18 17:00
Core Viewpoint - The U.S. stock market has experienced an upward trend this year despite concerns regarding the Federal Reserve's independence and increasing tensions in U.S. foreign policy [1] Group 1: Market Trends - Investors are shifting away from Big Tech stocks, leading to a significant rotation in the market [2] - A popular exchange-traded fund focused on Big Tech is on track for its longest monthly losing streak since 2023 [2] - This rotation is enhancing market breadth, with a wider variety of stocks participating in the rally, contributing to record peaks in 2026 [2]