■张敏 2月9日，沪深北交易所宣布优化再融资一揽子措施。其中，三大交易所均对以取得上市公司控制权为目 的的锁价定增作出规定，即"上市公司及发行对象应公开承诺在批文有效期内完成发行"。深交所提 出"相关主体违背承诺的，严肃追责，防止'忽悠式'再融资"；北交所提出"未履行承诺交易所可以予以自 律监管措施或纪律处分"。 上市公司控制权变更，事关治理结构、业务方向与战略布局的根本性调整。近年来，以锁价定增方式谋 求上市公司控制权的案例增多，部分交易逐渐偏离产业本质，沦为股价炒作工具：一些收购方借方案官 宣制造重组预期，推动股价短期冲高，却不尽快注资，后又以资金未到位、外部环境变化等理由拖延发 行，甚至终止交易。 过去，部分资本将上市公司视为"壳资源"，以控制权变更为噱头进行股价炒作，赚取短期价差，并非通 过产业赋能实现上市公司转型升级；新规建立约束机制，倒逼潜在收购方必须以"产业整合者"的身份参 与交易：能否为上市公司注入核心技术，帮助其拓展市场渠道、优化管理体系？双方的资源整合能否产 生"1+1>2"的协同效应？能否助力上市公司实现发展突破？ 对上市公司而言，未来遴选股东的标准将从"谁出价高"转向"谁能创造长期价值 ...

就在本月4日，美国投资机构施蒂费尔公司也在研报中将微软股票评级从"买入"下调至"持有"，并对微软云计算业务的增速发出警告，指出市场对微软2027 年的一致预期"过于乐观"，与当前行业竞争格局及公司发展现状不符。 转载请注明央视财经 （央视财经《天下财经》）据彭博社等媒体9日报道，当天，美国梅利乌斯研究公司将微软公司的股票评级从"买入"下调至"持有"。这是微软股票在不到一 周时间内，两次被下调评级。 当地时间9日，美国梅利乌斯研究公司将微软公司的股票评级从"买入"下调至"持有"，理由是担忧其资本支出过高以及公司软件销售可能受到人工智能领域 快速发展的冲击。梅利乌斯研究公司表示，受Anthropic推出的AI办公软件冲击，微软公司旗下的办公产品销售面临挑战，甚至可能需要免费提供人工智能 助手Copilot才能维持竞争力。而从长期来看，这会推高公司成本，压缩盈利空间。该公司还指出，微软要想跟上字母表和亚马逊的步伐，就必须大幅增加资 本支出，但这意味着其自由现金流可能再度承压。若不增加相关投入，则可能在行业竞争中落后，陷入两难境地。 编辑：令文芳 ...

Key Takeaways CDE's Q3 2025 revenue rose 77% to $555M, driven by balanced output across five North American mines. CDE generated $237.7M in Q3 operating cash flow, doubled cash on hand and cut net leverage to 0.1X. CDE is boosting growth via Rochester expansion, Las Chispas integration and a $67-$77M drilling program. Coeur Mining, Inc. (CDE)  is currently trading at a forward 12-month price-to-sales multiple of 5.5X, above the industry’s average of 5.13X.  Image Source: Zacks Investment ResearchAmong its p ...

S&T BANK NAMED A FORBES AMERICA'S BEST BANK FOR THE THIRD CONSECUTIVE YEAR [Accessibility Statement] Skip NavigationINDIANA, Pa., Feb. 10, 2026 /PRNewswire/ -- S&T Bank, the wholly owned subsidiary of S&T Bancorp, Inc. (NASDAQ: STBA), proudly announces that it has been named to the [Forbes America's Best Banks] list for the third consecutive year, reinforcing the Bank's consistent performance among the nation's largest publicly-traded banks and thrifts."Being recognized by Forbes for the third consecutive y ...

Aerospace and defense are both pretty hot sectors today, and Textron ( TXT ) is near a 52-week high, but it’s harder to work up a lot of enthusiasm about the name right now. The bizjet business should have another good year, but segment-levelAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving com ...

The Auto-Tires-Trucks group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Phinia (PHIN) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Auto-Tires-Trucks peers, we might be able to answer that question.Phinia is one of 103 companies in the Auto-Tires-Trucks group. The Auto-Tires-Trucks group currently sits at #12 within the Zacks Sector Rank. The Zacks Sector Rank considers ...

Investors interested in Basic Materials stocks should always be looking to find the best-performing companies in the group. Almonty Industries Inc. (ALM) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Basic Materials peers, we might be able to answer that question.Almonty Industries Inc. is a member of our Basic Materials group, which includ ...

Investors interested in Construction stocks should always be looking to find the best-performing companies in the group. Is Vesuvius PLC Unsponsored ADR (CKSNY) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Construction sector should help us answer this question.Vesuvius PLC Unsponsored ADR is one of 92 companies in the Construction group. The Construction group currently sits at #16 within the Zacks Sector Rank. The Zacks Sector Ran ...

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the 10 AI Stocks Analysts Are Watching. On February 4, Rosenblatt analyst Kevin Cassidy reiterated a Buy rating on the stock with a $50.00 price target. The rating affirmation follows SMCI’s robust fiscal Q2 2026 results. SMCI’s had a significant earnings and revenue beat, posting an earnings per share (EPS) of $0.69, a 40.82% surprise over the anticipated $0.49. Meanwhile, revenue reached $12.7 billion, outperforming the forecasted $10.42 billion by 21.8 ...

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium also includes the Zacks Style Scores. What ...