美国航空集团公司盈利情况 - 美国航空集团公司第四季度盈利超出预期，2024年盈利前景乐观[1] - 调整后每股收益为29美分，远高于FactSet预期的11美分[1] - 预计2024年调整后每股收益在2.25美元至3.25美元之间，高于FactSet预期的2.14美元[1]

Southwest Airlines Co. shares LUV, were dipping in premarket trading Thursday, though the air carrier posted an adjusted earnings beat for its latest quarter. Southwest reported a fourth-quarter net loss of $219 million, or 37 cents a share, about even with the loss it posted a year earlier. On an adjusted basis, Southwest earned 37 cents a share, while analysts were expecting 12 cents a share. Operating revenue for the fourth quarter was $6.8 billion, while analysts were modeling $6.7 billion. “Our quarte ...

文章核心观点 - Humana Inc.的股价在周四早盘下跌17%，原因是公司在医疗成本飙升的情况下季度亏损扩大 [1] 财务表现 - 公司季度亏损为4.91亿美元，每股亏损4.42美元，相比去年同期亏损7100万美元，每股亏损12美分，亏损扩大 [1] - 调整后的每股亏损为11美分，而FactSet预期为89美分 [1] - 收入从224.39亿美元增长到264.62亿美元，超过FactSet预期的254.91亿美元 [1] 医疗成本 - 医疗损失率（MLR）从预期的89%上升到91.4%，主要由于住院利用率高于预期，尤其是在11月和12月 [1] - 非住院趋势也有所增加 [1] 盈利预期 - 公司预计全年每股收益（EPS）约为14.87美元，调整后EPS约为16.00美元，而FactSet预期为29.14美元 [1] 股价表现 - 过去12个月，Humana股价下跌20%，而标普500指数上涨21% [1]

Alaska Air Group Inc. ALK, -0.03%, which was at the heart of the issues surrounding the grounding of Boeing Co.’s BA, +1.24% 737 Max 9 planes, said Thursday it was “preparing to complete” the final inspections of all of those planes in its fleet. Regarding the Boeing 737-900ER model planes, which the Federal Aviation Administration said should also be “visually” inspected, Alaska Air said it has completed inspections of all those aircraft it has, “with only one minor finding which was immediately corrected ...

OLYMPIA, Wash. — The Washington state attorney general announced a $149.5 million settlement Wednesday with drug maker Johnson & Johnson, more than four years after the state sued the company over its role in the opioid addiction crisis.“They knew what the harm was. They did it anyway,” Attorney General Bob Ferguson told reporters Wednesday.The attorney general’s announcement came as opioid overdose deaths more than doubled from 2019 to 2022, with 2,048 deaths recorded in 2022, according to the most recent ...

Musk对特斯拉控制权的表态 - Elon Musk对投资者不诚实，当他告诉他们他并不真正想要控制特斯拉的投票权[1] - Musk在特斯拉的财报电话会议上警告未来增长放缓后，被投资者问及零售股东是否应该担心他最近关于投票控制的言论[2] - Musk希望拥有足够的影响力，但不是控制权，他提到希望有双重股权结构，这暴露了他的真实意图[4][6] - Musk甚至承认在后续评论中，他已经在探讨双重股权结构的可能性[7] - 双重股权结构实际上是关于控制权，而不是影响力，这是Musk试图淡化的现实[8] - Musk目前拥有特斯拉12.93%的股份，但在过去不得不出售数十亿美元的特斯拉股票，他的言论可能指向与特斯拉董事会关于他的薪酬的一些冲突[9][10] Musk对特斯拉未来的愿景 - Musk对AI的未来有着强烈的看法，他提出这个话题也可能表明特斯拉董事会关于AI未来的愿景和产品使用的一些讨论[11] 投资者的期待 - 投资者将拭目以待，看看Musk对特斯拉更多控制权的期望是否会成为现实[12]

The Federal Aviation Administration on Wednesday said it would not allow Boeing Co. BA, +1.24% to expand production of its Max jets, following a mid-flight blowout on a flight that led to the grounding of dozens of those planes. The agency also said it approved a “thorough inspection and maintenance process” required for each of the grounded 171 Boeing 737 Max 9 aircrafts before they could return to service. Boeing did not immediately respond to a request for comment. “The exhaustive, enhanced review our t ...

大型科技股表现 - 大型科技股再次占据美国股市领导地位，S&P 500 创下新的收盘高点[1] - 自 2024 年初以来，所谓的“七巨头”市值总计增加了 5407 亿美元，而同期标普 500 指数的总市值增长了 8025 亿美元[2] 人工智能领域 - Nvidia 和微软再次引起投资者对人工智能的兴趣，被视为人工智能繁荣的事实领导者[4]

International Business Machines Corp.’s stock was riding about 5% higher in Wednesday’s extended session after the technology giant topped profit expectations for the latest quarter and called out an uptick in artificial-intelligence demand. The company posted net income of $3.3 billion, or $3.55 a share, compared with $2.9 billion, or $2.96 a share, in the year-earlier period. On an adjusted basis, IBM IBM, -0.01% earned $3.87 a share from continuing operatings, whereas analysts were modeling $3.79 a share ...

文章核心观点 惠普企业和微软均遭同一疑似国家级行为者网络攻击但未对运营造成重大影响 [1] 分组1 - 惠普企业周三称其基于云的电子邮件系统遭疑似国家级行为者攻击 [1] - 该组织被认为是威胁行为者“午夜暴雪”，即受国家支持的“舒适熊” [1] 分组2 - 上周微软称同一组织进入其网络并访问了“极小比例的微软企业电子邮件账户” [1] 分组3 - 两家公司均判定此次网络入侵未对运营造成重大影响 [1]