Core Viewpoint - The stock price performance of Stantec (STN.N) has diverged from its financial performance, primarily influenced by market conditions and short-term factors [1] Stock Performance - As of February 13, 2026, Stantec's stock closed at $86.79, down 0.65% for the day, with an intraday low of $84.29, marking a new 60-day low. The stock has declined 14.52% over the past five days and 8.03% year-to-date, underperforming the Nasdaq index, which fell 2.36%, and the construction engineering sector, which dropped 0.90% [2] Financial Performance - For the third quarter of fiscal year 2025 (ending September 30, 2025), the company reported revenue of $1.554 billion, a year-over-year increase of 9.82%. Net profit reached $109 million, up 44.07% year-over-year. The gross margin was 39.15%, and the net margin was 7.01%, indicating stable profitability. A majority of analysts are optimistic about the company's long-term prospects, with 83% of 12 covering institutions rating it as "buy" or "hold," and the average target price set at $123.87, significantly above the current stock price [3] Reasons for Stock Price Movement - Market sentiment and sector performance have negatively impacted the stock: On February 12, 2026, U.S. tech stocks experienced a significant pullback, with the Nasdaq index dropping 1.61%, leading to increased risk aversion and capital outflow from industrial cyclical stocks. The overall weak performance of the construction engineering sector intensified selling pressure on individual stocks [4] - Valuation pressure is evident as the company's current price-to-earnings (P/E) ratio (TTM) stands at 28.5, higher than some industrial peers. Despite revenue growth, there is considerable market divergence regarding short-term valuations, particularly in an uncertain interest rate environment where high-valuation assets are more vulnerable to shocks [4] - Technical factors contributed to the stock's decline: On February 12, the stock saw a volume increase with a 6.54% drop, with a trading volume of $36.33 million and a turnover rate of 0.33%, indicating heightened selling pressure. The stock fell below short-term moving average support, weakening its technical outlook [4] Institutional Perspectives - Institutions like TD Cowen maintain a "buy" rating but caution about the potential impact of macroeconomic fluctuations on construction engineering demand. If the Federal Reserve continues its high-interest rate policy, it may further suppress valuations of industrial assets [5]

经济观察网根据公开信息，广达服务(PWR.us)近期有以下事件值得关注： 业绩经营情况 以上内容基于公开资料整理，不构成投资建议。 行业板块情况 广达服务所属的建筑工程行业在近期出现整体波动，例如2026年1月9日行业单日跌幅为3.02%。行业整 体趋势可能对公司股价产生影响。 公司基本面 广达服务是北美及澳大利亚地区电力和天然气公用事业、通信等领域的专业承包服务提供商。其业务进 展与相关基础设施投资政策、项目签约情况等相关，可作为长期关注点。 公司最新披露的2025年第三季度财报显示，营业收入为76.31亿美元，净利润3.39亿美元，每股收益2.28 美元，累计收入同比增长20.55%。投资者可关注其后续财报的发布计划，以了解业绩的持续表现。 机构观点 根据2026年2月12日的统计，在参与评级的33家机构中，61%给予买入建议，36%持有，3%卖出。机构 评级的变化可能反映市场对公司前景的预期，值得留意。 ...

Group 1 - The core viewpoint of the article highlights several recent developments regarding Electronic Arts (EA), including upcoming earnings reports, institutional ratings, industry environment changes, and stock price fluctuations [1] Group 2 - EA's stock price has shown significant short-term volatility following earnings reports, with a notable 56.07% increase in trading volume on February 4 [1] - Citigroup maintained a "neutral" rating for EA in early February 2026, with a target price set at $202, and potential adjustments to this rating post-earnings release are noteworthy [1] Group 3 - In January 2026, China's gaming market sales revenue increased by 2.99% month-over-month, with client games experiencing a substantial year-over-year growth of 23.46%, indicating a positive trend in the global gaming industry that could impact EA's performance expectations [1] Group 4 - EA is expected to release its Q4 fiscal year 2026 earnings report on February 18, 2026, before market open, with a focus on revenue, net profit, and the recovery of key business areas such as in-game spending and licensing [1]

经济观察网中国工程院院士汤广福在2026年2月12日的讲话中指出，氢能规模化应用是能源科技自立自 强的关键方向，建议重点突破高效可再生能源制氢、长管道输氢、百兆瓦级氢燃机等技术，并推动大型 制氢工厂示范，以支撑2030年绿氢成本与灰氢平价的目标。这一表述凸显氢能技术在"十五五"时期的战 略地位。 以上内容基于公开资料整理，不构成投资建议。 国家层面持续强化氢能产业支持。2025年新版《能源法》将氢能纳入能源管理体系，并安排超过23亿元 专项资金用于燃料电池汽车示范应用奖励。燃料电池产业链降本显著，系统成本从2019年约1.1万元/kW 降至2024年0.24-0.39万元/kW，预计2025年进一步降至1000元/kW，核心零部件国产化加速这一进程。 行业政策与环境 ...

公司已于2026年2月4日派发2025年中期股息，每10股派发7.43755港元。这一事件可能对股东收益产生 影响。 股票近期走势 截至2026年1月中旬，沪上阿姨总市值跌至91.7亿港元，较上市初期高点回落超50%。同期，公司面临 供应链挑战、品牌定位竞争及加盟商管理问题。 市场环境 沪上阿姨 分时图 日K线 周K线 月K线 85.85 0.05 0.06% 0.93% 0.62% 0.31% 0.00% 0.31% 0.62% 0.93% 85.00 85.27 85.53 85.80 86.07 86.33 86.60 09:30 10:30 12:00/13:00 14:00 16:10 0 2430 4860 7290 经济观察网沪上阿姨(02589.HK)近期发布2025年业绩预告，预计净利润同比增长50%-60%。公司已派发 中期股息，但市值较上市初期高点回落超50%。 业绩经营情况 沪上阿姨于2026年1月发布公告，预计2025年全年净利润为4.95亿至5.25亿元，同比增长50%-60%；经调 整净利润为5.6亿至5.9亿元，同比增长34%-41%。银河证券分析指出，下半年业绩增速显著，主要 ...

Group 1 - The core viewpoint of the news is that DaiKang Industrial (DY.N) has received positive ratings from 12 institutions, with a target average price of $407.82 and a maximum target price of $510.00, reflecting optimism about its growth prospects in AI data centers and fiber broadband business [1] Group 2 - The company's Q3 2026 financial report shows revenue of $1.452 billion, a year-on-year increase of 14.13%, exceeding market expectations; net profit reached $106 million, up 52.41%, also surpassing forecasts, driven by increased demand in the electronics sector [2] Group 3 - In the past week, DaiKang Industrial's stock price has risen by 6.37%, with a price fluctuation range of 11.87%; specific movements include a rise of 3.70% to $415.28 on February 9, a decline of 1.18% on February 10, a significant increase of 4.70% to $429.68 on February 11, a drop of 2.87% on February 12, and closing at $425.97 on February 13 with a daily increase of 2.07%; trading volume reached $236 million on February 12, indicating active trading [3]

机构观点 根据机构整合数据，2026年2月有20家机构对德事隆发布观点，买入或增持评级占比35%，持有评级占 比65%，目标均价97.86美元，略低于当前股价。盈利预测方面，机构预计2025年第四季度每股收益 1.697美元(同比增长29.10%)，2026年第一季度营收34.94亿美元(同比增长7.62%)，反映市场对业绩稳健 增长的预期。 经济观察网近7天(2026年2月9日至13日)，德事隆(TXT.N)股价呈现震荡上行趋势，区间累计涨幅 2.85%，振幅6.75%。具体表现为：2月9日收盘价95.47美元(微涨0.03%)，2月10日收于95.87美元(涨 0.42%)，2月11日升至97.28美元(涨1.47%)，2月12日冲高至98.75美元(涨1.51%，盘中最高100.92美元)， 2月13日回调至98.16美元(跌0.60%)。同期成交金额约8.77亿美元，换手率较低(日均约1%)，股价波动主 要受大盘情绪(纳斯达克指数近五日跌2.31%)及航天军工板块整体表现(板块涨1.16%)影响。 以上内容基于公开资料整理，不构成投资建议。 ...

机构观点机构观点方面，截至2月初，约60%的机构给予"买入或增持"评级，目标均价43.50美元，较当 前股价存在一定空间。同期美股大盘震荡，纳指近5日累计下跌2.33%，而德照科技所属的建筑工程板 块2月13日上涨1.26%，部分缓解个股压力。 以上内容基于公开资料整理，不构成投资建议。 经济观察网德照科技(TTEK.O)股价于2月13日出现技术性反弹，单日上涨3.45%，收盘报36.89美元。此 前该股经历连续下跌，市场情绪有所回稳。 股票近期走势根据公开信息，德照科技股票在2026年2月13日出现反弹，单日上涨3.45%，收盘价报 36.89美元。此次上涨主要受技术性反弹驱动，此前该股在2月6日至12日的7个交易日内累计下跌 10.31%，并在2月12日单日大跌9.71%至36.44美元。2月13日盘中振幅达6.09%(最高37.73美元，最低 35.56美元)，成交额约1.16亿美元，量比0.70，显示市场情绪逐步回稳。 业绩经营情况基本面方面，公司于1月28日发布的2026财年季报(截至2025年12月28日)显示，虽然营收 同比下滑14.78%至12.11亿美元，但净利润因低基数效应同比大幅增长13 ...

Group 1: Transaction Progress - CNOOC Engineering (600583) announced on December 2025 that its subsidiary plans to acquire a 49% stake in China Offshore Fluor Heavy Industry Co., Ltd. from Fluor International Limited for 859 million RMB. Upon completion, CNOOC Engineering will achieve full ownership of China Offshore Fluor [1] Group 2: Performance and Operating Conditions - As of February 2026, the market expects Fluor's revenue for the fourth quarter of 2025 to decline year-on-year, but some institutions are focusing on its long-term profitability and potential improvement in earnings per share. The specific date for the announcement of Fluor's full-year 2025 results has not yet been disclosed [2] Group 3: Institutional Perspectives - Recent institutional ratings have remained stable. As of February 2026, among the 11 institutions covering Fluor, 55% have a buy or hold rating, while 45% have a hold rating, with no sell or downgrade ratings. The average target price set by institutions is $50.56 [3]

Core Viewpoint - Elbit Systems (ESLT) aims for mid-teens revenue growth in 2025, with significant advancements in production and technology deployment planned for the year [1][2]. Group 1: Financial Performance - The company maintains a revenue target of mid-teens growth for 2025, with plans to expand the Ramat Deca production facility expected to be operational by the end of 2025 [1]. - A recent contract with the Israeli Ministry of Defense worth $210 million for upgrading Merkava main battle tanks has been secured, contributing to the company's revenue [2]. Group 2: Technological Advancements - The Iron Beam laser weapon system is anticipated to be deployed by the end of 2025, with a concurrent development of an airborne version, highlighting future technological applications [1]. - The company is focusing on defense technology areas such as drones and precision-guided munitions as part of its long-term strategy [3]. Group 3: Strategic Initiatives - The company is leveraging geopolitical factors to localize production through overseas subsidiaries, which helps mitigate international market restrictions [2]. - New contracts, including a $1.65 billion defense solutions agreement, are expected to have a sustained impact on the business [2]. - The company plans to expand its global market presence through mergers and acquisitions, although specific events for 2026 have not been detailed [3].