Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Rolls-Royce to return as much as $2 billion to shareholders in buyback, Sky News reports February 22, 20266:06 PM UTCUpdated ago By Reuters Rolls Royce logo is seen in this illustration taken July 26, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab Feb 22 (Reuters) - Rolls-Royce Holdings (RR.L), opens new tab is expected to announce alongside its annual results t ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Purchase Licensing Rights Enel launches share buyback of up to 1 billion euros ahead of business plan February 22, 20265:45 PM UTCUpdated ago By Reuters An enel logo is seen in a substation in Sao Paulo, Brazil, March 26, 2025. REUTERS/Amanda Perobelli Purchase Licensing Rights, opens new tab MILAN, Feb 22 (Reuters) - Italy's biggest utility Enel (ENEI.MI), opens new tab said on Sunday it woul ...

Group 1 - Global assets saw an overall increase during the Spring Festival holiday, with US stocks, Korean stocks, precious metals, and crude oil all strengthening [2][3][31] - The Hang Seng Index fell by 0.6%, while the Hang Seng Technology Index dropped by 2.8%, indicating a divergence in performance between old and new technology assets [2][31] - The MSCI Global Index rose by 1.0%, with the Nasdaq increasing by 1.5% and the S&P 500 by 1.1% during the same period [3][32] Group 2 - Gold and silver prices increased by 1.7% and 8.5% respectively, while crude oil prices rose by 5.6% due to geopolitical tensions in Iran and changes in US tariff policies [4][33] - The US Supreme Court ruled that the International Emergency Economic Powers Act (IEEPA) did not authorize the president to impose large-scale tariffs, impacting Trump's tariff policies significantly [5][34] - Trump announced a temporary 10% import tariff on global goods, effective February 24, which will last for 150 days [5][34] Group 3 - The US economy showed signs of slowing down, with the fourth-quarter GDP growth at 1.4%, significantly below the expected 2.8% [9][37] - The core PCE price index for December exceeded expectations, growing by 3.0% year-on-year, which may influence future monetary policy decisions [8][36] - The Federal Reserve's January meeting minutes revealed internal divisions regarding future interest rate policies, with some members advocating for potential rate hikes [10][38] Group 4 - The Spring Festival travel demand surged, with an estimated 9.5 billion trips expected, marking a historical high [17][45] - Retail and catering sectors saw a daily sales increase of 8.6% during the holiday period compared to the previous year [19][47] - The total number of screenings during the Spring Festival reached a record high, although box office recovery was weaker than anticipated [20][48] Group 5 - Financial data for January showed a positive start, with new social financing reaching 7.2 trillion yuan, exceeding market expectations [21][49] - The Ministry of Finance and other departments announced tax incentives for technology innovation imports, effective from January 1, 2026, to December 31, 2030 [22][50] - OpenAI significantly reduced its total computing expenditure target to $600 billion by 2030, indicating a shift towards a more cautious investment strategy [23][51]

图书 交易的真谛 如何找寻交易的确定性 丁亮 / 当代世界出版社 / 2025-1出版 / 280 已读过 ★★★★★ 2025.02.2 豆瓣评分。 9.8 34人 194 43人读过 4人在读 18人想读 前往京东商城购买 纸质版 ¥ 55.63 ¥ 89.00 立即贴 当代世界出版社,2025-1出版,共280页 有人说，字节不上市，等于把时代最大的红利，只留给内部人， 不让二级市场股东（也就是你我、买腾讯阿里的普通人）分享。 - 现在抢腾讯、阿里时长、广告、电商、入口的，是字节 - 但买不到字节股票的，是我们这些普通投资者 - 一边被它抢走用户，一边还拿着它对手的股票 - 等于被"双面收割" 这对普通股民、对长期持有腾讯阿里的人，真的不公平。 为什么说"对用户不好"？ 1. 时代红利被封闭了 AI+短视频+全球增长，这是这十年最确定的大机会。 但它不上市，普通人只能看，不能上车。 2. 你持有的老巨头，在被它持续抽血 时长被抢、广告被抢、用户习惯被抢、AI入口被抢。 你拿着腾讯、阿里，相当于守着旧时代资产，被新时代资产持续压制。 3. 最气的是：你越用它，它越强，你手里股票越难涨 你每天刷抖音、用豆包 ...

与历届春节红包大战不同，今年巨头大手笔预算背后的投放逻辑发生巨大变化。红包不再为了"绑卡""拉新""冲日活"，而是从更上游串联起互联网巨头全 业务场景，抢占AI时代的第一入口，试图定义AI时代全新生活方式。 千问官方透露，春节活动期间，超过1.3亿人通过千问点奶茶、囤年货、订机票酒店。36氪报道，30亿免单活动上线后，千问DAU（日活用户数量）从不 足1000万暴涨至7352万，逼近行业头部豆包。千问还在除夕当天开源 Qwen3.5-Plus大模型，实现了又一次模型的代际跃迁。 字节豆包凭借央视春晚独家AI云合作伙伴身份，除夕单日全平台互动量达19亿次，完成较大规模国民触达。此前豆包发布的Seedance 2.0，更是引发巨大 涟漪。 一个"最赛博朋克"的春节，互联网巨头押注"AI新世界"。 文｜章航英 2026年春节，手机微信群被持续轰炸。 从2月初至今，很多人不是在元宝抢红包，就是在千问买年货、点奶茶，或者在豆包里忙抽奖，一轮轮持续升级的春节"红包大战"，将元宝、千问和豆包 等AI应用，轮番送上应用榜单下载榜首。 中国互联网巨头正"集体加码"，阿里、腾讯、百度、字节跳动、京东等在春节档投下的预算合计或将超 ...

Core Insights - The latest holdings of top investment firms reveal a consensus on Pinduoduo and Google as major investments, with significant increases in their positions by several firms [1][2]. Group 1: Segment Analysis - **H&H Investment (Duang Yongping)**: - Total holdings exceed $17.49 billion (approximately 120.8 billion RMB) with 14 stocks. Major increases in positions for Berkshire, Nvidia, Pinduoduo, Google C, and Microsoft, while reducing Apple, Occidental Petroleum, Alibaba, Disney, and ASML [3][4]. - New investments in AI-related stocks include CoreWeave, Credo Technology, and Tempus AI, with respective holdings of 0.12%, 0.12%, and 0.04% [3]. - **Jinglin Asset**: - Total holdings valued at $4.045 billion, with Google becoming the largest position, replacing Meta. Significant reduction in Nvidia holdings by over 60% [5][6]. - **Himalaya Capital (Li Lu)**: - Total holdings of $3.57 billion, with a highly concentrated portfolio where the top five stocks account for 95.96%. Google is the largest holding at 43.86% [7][8]. - **Hillhouse Capital (HHLR)**: - Total holdings around $3.104 billion, focusing heavily on Chinese stocks, with Pinduoduo making up 39.17% of the portfolio [9][10]. - **Oriental Harbor (Dan Bin)**: - Total holdings of $1.316 billion, with significant increases in Google A and Nvidia, while reducing positions in several other stocks [11][12]. - **Gaoyi Asset**: - Total holdings of $683 million, with a concentrated portfolio where Huazhu and Pinduoduo account for 68.25% [13][14].

跃马迎春，视听同行！"北京大视听"给您拜年啦！马年春节期间，北京市广电局组织多家市属重点网络 视听平台，同步在首页首屏上线"北京大视听·春天马上来"主题专区。集中展播剧集、动画片、综艺、 文艺晚会等9大品类，共1100余部优秀作品。截至目前浏览量、点击量超2.06亿次，丰富大家的新春视 听体验！ 01爱奇艺 年代情深，刑侦高燃，微剧点亮新年 在电视剧领域，爱奇艺储备了多部题材多元、制作精良的品质大剧，为观众奉上丰盛的视听盛宴。其 中，《生命树》已于2026年1月30日上线播出，该剧深入青海藏地，讲述巡山队守护信仰的动人故事； 刑侦剧《风过留痕》也已于2026年2月3日与观众见面，聚焦刑事技术精英以科学手段屡破奇案。这些精 品力作齐聚爱奇艺，部分剧集与央视同步播出，丰富了新春期间人民群众的精神文化生活。 (1) 1/营销 爱奇艺出品 TV :V WO 5000 LIAO JIE XIANG QING XIN XI The Great Nobody 导演/编剧:品哲勇 出品方 iQIYI 度假艺 影麻笑工作史 爰奇艺VIP会员 顾细映画MAX 1 微短剧赛道同样火力全开：《大王别慌张2》延续黑色幽默，《灵魂摆渡· ...

文/陈岩鹏 这个世界有时候就是这么巧。 2014年，农历甲午马年，微信红包横空出世。那一年，张小龙团队做的一个小功能，改写了中国移动支 付的格局。 2026年，农历丙午马年，AI红包全面爆发。这一年，字节、阿里、腾讯、百度砸下超过45亿元，争夺 下一代智能入口。 十二年一个轮回。 两匹"马"，恰好踩准了中国互联网两次最大的浪潮。 第一个马年：那匹"黑马"是怎么跑出来的？ 2014年春节，微信团队做了一个小功能——红包。 2015年春晚，微信乘胜追击，正式开启"春晚红包"时代。那一夜，"摇一摇"摇出了10亿次红包收发，摇 出了微信支付的逆袭，也摇出了此后十二年的互联网春晚大战。 十二年间：那些年我们追过的红包 从2014到2026，这十二年是怎样的十二年？ 是移动互联网从崛起到饱和的十二年。是BAT从鼎盛到分化，TMD从崛起到登台的十二年。是流量从 廉价到昂贵的十二年，是用户从新鲜到疲惫的十二年。 我们看着春晚红包从"摇一摇"变成"集五福"，从"拼手速"变成"拼社交"，从"抢几块钱"变成"抢几亿"。 我们看着互联网大厂轮番登场，微信、支付宝、淘宝、百度、快手、抖音、京东、拼多多——没有一个 缺席过春晚。 我们也 ...

从春节前开始，中国科技产业掀起了AI"百模大战"，国产AI模型密集发布、持续升级。美国分析师直 言，中国科技给世界带来的震撼才刚刚开始。 中国国产AI模型密集发布 从春节前开始，月之暗面、智谱和稀宇科技等中国多家科技企业密集发布新一代AI大模型。2月14日， 字节跳动推出豆包大模型2.0系列，提升了完成真实世界复杂任务的能力。 美国媒体主持人：中国科技巨头们在农历新年之际，掀起新一轮人工智能竞赛，阿里巴巴与字节跳动纷 纷发布重要大模型。 Seedance2.0 技术在春晚节目中展示 火山引擎总裁 谭待：Seedance2.0在训练阶段，就用了大量的东方美学素材，而且它在镜头语言的控 制、在复杂的交互呈现上也有非常强的能力，刚好能很好地满足导演组的视觉创意。 AI视频生成迎来"奇点"时刻 连日来，Seedance2.0在全球持续引发热议：业内人士指出，在以文本生成为核心的大语言模型得到广 泛应用后，专注于生成视频和图像的大模型被视为AI技术的下一阶段。此前，业界普遍认为该领域实 现突破还需要两三年，但Seedance2.0的发布意味着这一刻已提前来临。 国产AI模型升级 对标"AI智能体"时代 值得注意的是，智 ...

Alibaba Group Holding Limited (NYSE:BABA) is one of the best emerging markets stocks to buy right now. On February 18, Erste Group downgraded Alibaba Group Holding Limited (NYSE:BABA) from Buy to Hold. Analyst Hans Engel said the company’s operating margins have dropped and long-term debt has increased, raising concerns about its financial health. Alibaba Group Holding Limited (BABA) Faces Analyst Downgrade, Counters with Queen3.5 AI Launch At the same time, Alibaba is focusing on AI monetization through ...