1月10日，中国稀土企业正式通知部分日本企业，不再签署新的出口合同，同时还要评估是不是要终止现在的合同。这个消息确实够劲，说明咱们的反制已 经从口头上的抗议，变成了实打实的实质性动作。这事儿可不是随便搞个象征性的姿态，而是系统性反制的靴子真正落地了。 中日关系正在经历一场质变，咱们的反制措施已经进入了硬碰硬的阶段。 就在这件事情发生的前几天，1月6日，商务部门已经发了年度第一份公告，全面强化对日本两用物项的出口管制。四天之后，稀土出口就被实质性冻结，这 逻辑是一脉相承的。这种节奏感说明咱们手里有谱，每一步都踩在点子上。稀土这种东西，看着是土，其实是现代工业的维生素，尤其是日本那些引以为傲 的高端制造。 高市早苗在那儿折腾，其实是想把国家前途当成她个人的政治筹码。她现在计划在1月下旬到2月中旬解散众议院，搞提前大选。这女人想得很精，看准了现 在内阁支持率还有个七成左右，想趁着这股热乎劲儿，把国内的权力结构给焊死了。她觉得对华强硬能换来选票，能为她以后扩军、修宪扫清障碍。 这种做法完全是拿选举绑架外交。在中日关系这么紧张的时候，不去想着怎么给局势降温，反而想通过激化矛盾来给自己刷票，这简直就是在深渊边上跳 舞。日 ...

Core Viewpoint - Kimberly-Clark Corporation is facing challenges in its core categories, particularly in the diaper business due to declining birth rates, and is seeking growth through the planned acquisition of Kenvue for $48.7 billion, which could reshape its business mix and improve its income profile [3][4]. Group 1: Stock Performance and Analyst Ratings - Wells Fargo has lowered its price target for Kimberly-Clark to $105 from $110 while maintaining an Equal Weight rating, reflecting updates to its models across various sectors [2]. - The stock experienced a significant drop of over 22% in 2025, attributed to real challenges in its core categories [3]. Group 2: Strategic Initiatives - Management has been actively searching for growth levers, with the acquisition of Kenvue seen as a potential turning point that could restore growth and enhance the company's income profile, benefiting dividend investors [4]. - The acquisition is characterized as a major deal that could meaningfully reshape Kimberly-Clark's business mix [4]. Group 3: Market Position and Comparisons - Kimberly-Clark operates globally, focusing on products designed to deliver better care, but lacks the diversification seen in competitors like Procter & Gamble, which has a broader range of everyday staples [3].

当地时间12日，伊朗德黑兰省省长表示，部分抗议者在9日晚间"选择了自己的路"，但相比之下，11日 晚抗议群体大幅减少，不再那么令人担忧。 （文章来源：央视新闻） 近日，伊朗因物价上涨和货币贬值爆发示威活动，多地发生骚乱，造成人员伤亡。伊朗最高国家安全委 员会9日发表声明说，在美国和以色列策划和控制下，此次抗议活动演变为对国家安全的破坏。 ...

前段时间有个买房的朋友来找我，他手里攒了不少钱，原本计划在市中心买一套30多层的高层住宅，想着能升值。结果在他看房的时候，中介偶然提到了一 些关于高层住宅的市场变化。他就开始纠结了，问我到底高层还值不值得买，有没有其他更靠谱的选择。这个问题问得我一时没有好的回答。后来我查了不 少资料，和身边做房产的朋友聊了聊，才发现这背后有很多值得深思的东西。 最近这些年，房地产市场的确在发生很大的变化。不是简单的房价涨跌，而是整个市场的结构在调整，人们对于什么样的房子的需求也在变化。高层住宅曾 经是很多购房者的首选，因为视野开阔，采光好，还有种向上的生活感。但现在，关于高层住宅的讨论越来越多，有的地方甚至在评估是否继续大规模建造 高层住宅。这不是一个简单的政策变化，而是涉及到了城市规划、居住体验、资源配置等多个方面的深度调整。 我有个做建筑设计的朋友，他跟我说，最近这两三年，客户对于建筑类型的偏好确实在变。过去十年，大多数开发商都在拼高度，一个小区就是30多层甚至 40多层的高层。但现在，有些新的项目开始在设计阶段就考虑降低高度，增加低密度住宅的比例。这背后有很多原因，包括城市规划的调整，也包括购房者 需求的变化。 从一个 ...

Group 1 - Allegiant Airlines is set to acquire Sun Country Airlines in a transaction valued at approximately $1.5 billion, which includes debt [1]

Core Insights - The Clorox Company (NYSE:CLX) is recognized as one of the 13 Best Consumer Staples Dividend Stocks to invest in currently [1] - Wells Fargo has reduced its price target for Clorox from $117 to $108 while maintaining an Equal Weight rating, reflecting updated models for 2026 [2] - Clorox reported stronger-than-expected first-quarter results, with adjusted earnings of $0.85 per share, surpassing estimates of $0.79 [3] - Despite a 19% revenue decline to $1.43 billion, Clorox's revenue still exceeded expectations of $1.40 billion, attributed to anticipated lower shipments due to inventory adjustments [4] - The company has maintained its full-year outlook, expecting sales to decrease between 6% and 10%, with adjusted earnings projected at $5.95 to $6.30 per share [5] - Clorox has a solid dividend payout ratio of around 72% of next year's earnings estimates, supported by a strong balance sheet, and aims for 3% to 5% annual sales growth [5]

Core Viewpoint - Veracyte, Inc. has announced preliminary, unaudited financial results for Q4 and the full year of 2025, indicating significant revenue growth compared to 2024 [1] Financial Results - For Q4 2025, Veracyte expects total revenue to be between $138 million and $140 million, reflecting an increase of 16% to 18% compared to the same period in 2024 [1]

Core Viewpoint - Aristocrat Leisure Limited and Light & Wonder have reached a settlement regarding litigation over intellectual property claims related to game development, specifically concerning the Dragon Train and Jewel of the Dragon games [1][5]. Summary by Sections Settlement Details - The settlement includes Light & Wonder compensating Aristocrat USD $127.5 million (approximately AUD $190 million) for claims of misappropriation and infringement of intellectual property [5]. - Light & Wonder acknowledges the use of certain Aristocrat math information in the development of the contested games and has agreed to cease their commercialization globally [5]. - Both companies have agreed to confidential procedures for addressing any future issues related to the use of Aristocrat's math in existing and developing games [5]. Company Statements - Aristocrat's CEO emphasized the importance of protecting intellectual property for the company's ongoing success and welcomed the settlement as a positive outcome [2]. - Light & Wonder's CEO stated the company is committed to respecting competitors' intellectual property rights and has implemented measures to prevent similar issues in the future [3]. Industry Context - Both companies recognize the significant investment and innovation involved in game design and development, highlighting the need for protection of proprietary assets to ensure fair competition in the gaming industry [5].

【生物基能源与材料】获悉，近日，珠海麦得发生物科技股份有限公司（以下简称"麦得发"）宣布成功完成B轮融资，本轮融资由中国太平创新和广药资 本联合投资，具体金额未披露。 根据麦得发官网信息： 2021年3月，麦得发完成天使轮融资； 2022年5月，完成A轮数千万人民币的融资； 2023年12月，完成数千万元人民币A+轮融资，由华发集团旗下投资平台领投，太平创新、摩天石跟投。 | 序号 | | 股东名称 | 持股比例; | | 认缴出资额(万元)= 认缴出资日期 = 实缴出资额(万元)=2 实缴出资日期 = | | | 间接持股比例 | 首次持股日期:关联产品/机构 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 125 | 珠海横琴宝美企业管理中 品 心(有限合伙) 控股股东 | 50.6327% @ | 900 | 2020-06-16 | 900 | 2020-06-30 | | ा 2019-12-31 = | | 2 | | 珠海横琴宝丽企业管理中 富 心(有限合伙) | 10.9411% @ | 194.479 ...

特朗普的贸易顾问纳瓦罗前几天在节目里说了句大实话：美国现在跟中国谈合作，就是为了"用时间换稀土"。听起来挺直接，其实就是承认，美国现在离不 开中国的稀土供应，但又想偷偷搞自己的链子，将来好摆脱依赖。 这事不是突然发生的。2025年初，中国对七种中重稀土实施出口管制，美国那边军工厂和高科技企业立马慌了。他们库存最多撑三个月，没法硬扛。6月份 中美坐下来谈，搞了个"稀土换技术"的协议，中国恢复出口，美国取消部分技术限制，算是暂时稳住局面。 可现在纳瓦罗自己说漏嘴了——那根本不是啥缓和，是美国在拖时间。他们打算一边稳住中国供货，一边建自己的开采和提炼能力，再拉盟友搞个"去中国 化"的稀土联盟。 听起来计划挺全，但现实很打脸。美国自己连基本的冶炼技术都还没搞定，环保审批又慢，本土项目推进像蜗牛。能源部都承认，现在这点试点项目，根本 撑不起整个产业。 问题是，这些国家也没多少中重稀土，技术更不行。日本、韩国的精炼原料还得从中国来，马来西亚全球占比才4%，根本顶不上。就连他们想搞的海外合 作，很多环节照样绕不开中国。 更狠的是，中国这边也没闲着。北方稀土和包钢股份刚宣布，2026年一季度精矿价格又涨了，这已经是第六次提价 ...