尽管近7天无新财报发布，但2025年12月21日公布的Q4财报数据仍对股价形成支撑。嘉年华邮轮2025财 年Q4调整后净利润同比增长60%至31亿美元，净债务/EBITDA比率降至3.4倍，并自2020年以来首次恢 复分红，凸显行业复苏态势。 机构观点 Truist Securities在2026年1月22日维持对嘉年华邮轮的"持有"评级，目标价为34美元，公司展望2026年第 一季度调整后每股收益为0.17美元。 以上内容基于公开资料整理，不构成投资建议。 经济观察网嘉年华邮轮于2026年2月13日除权除息，恢复季度股息每股0.15美元，派息日为2月27日，这 是自2020年3月以来首次分红，可能对短期股价产生事件驱动影响。同时，公司宣布2027-2028年航季增 派第二艘邮轮扩大巴尔的摩业务布局，反映长期战略扩张。 股票近期走势 近7天嘉年华邮轮股价呈现显著波动。根据美股行情数据，2月6日股价大幅上涨8.08%至33.99美元，但2 月9日回调3.46%至32.66美元，2月10日反弹1.65%至33.20美元。截至2月13日最新交易数据，股价报 32.00美元，较前一日下跌1.39%，5日累计跌幅5.4 ...

Core Viewpoint - Microalgo, Inc. (MLGO.OQ) has experienced significant stock price volatility, with an 8.60% fluctuation range and a 27.69% amplitude over the past week, primarily influenced by a broader tech stock sell-off and concerns regarding AI investment returns [1] Stock Performance Summary - The stock price reached a high of $4.83 on February 10 and a low of $3.80 on February 6, with daily movements including a 4.12% increase to $4.04 on February 13, a 6.05% decrease to $3.88 on February 12, a 10.41% drop to $4.13 on February 11, and a significant 12.17% rise to $4.61 on February 10 [1] - The overall performance of the software services sector remained relatively stable during this period, with minor fluctuations in the Nasdaq index [1] Recent Events Summary - The high volatility of Microalgo's stock has become a market focal point, driven by a sell-off in tech stocks and overall pressure on the software services sector [1] - Concerns regarding the return on investment in AI have exacerbated market fluctuations, although no major announcements have been made by the company [1] - Structural challenges in AI investment, such as high capital expenditures and uncertain return cycles, may be impacting tech stocks through a contagion effect [1]

财报发布前一周(2月4日至11日)，猫途鹰股价已累计下跌约17.53%，换手率显著上升。2月13日当日振 幅达7.27%，成交金额约9962万美元，显示资金避险情绪浓厚。 未来发展 韦德布什(Wedbush)于2月6日将猫途鹰目标价从20美元下调至15美元，并维持"持有"评级；巴克莱银行 同日维持"卖出"评级，并将目标价进一步下调至10美元。机构对短期增长乏力的谨慎看法加剧了市场抛 压。 行业政策与环境 在线旅游行业面临结构性挑战，增长依赖"质价比"提升。同时，国家市场监管总局于2026年1月对携程 集团涉嫌垄断立案调查，此类监管动态可能波及整个板块，增加了政策不确定性。 资金面与技术面 经济观察网猫途鹰(TRIP.US)股票在2026年2月13日下跌4.84%，收盘价报9.82美元，主要原因如下： 业绩经营情况 公司于2月12日发布的2025财年财报显示，尽管全年营收同比增长至18.91亿美元，净利润同比增长至 4000万美元，但营收增速放缓，且第四季度每股收益预期由盈转亏，直接影响了投资者对盈利可持续性 的信心。 机构观点 市场对AI技术可能冲击在线旅游平台的担忧加剧。2026年初以来，猫途鹰股价累计下跌 ...

经济观察网根据公开信息，胡椒博士集团(Keurig Dr Pepper)近期值得关注的事件主要与其财务表现和战 略规划相关。 业绩经营情况 该公司在2025年第三季度实现了稳健的业绩。季度净销售额达到43.06亿美元，较上年同期的38.91亿美 元有所增长。同时，季度营业利润为9.95亿美元，净利润为6.62亿美元，均高于上年同期水平。 此外，公司正在执行一项股票回购计划。截至2025年9月30日，该计划剩余额度约为2.49亿美元。这一 举措反映了公司管理资本和回馈股东的持续策略。 以上内容基于公开资料整理，不构成投资建议。 资金动向 ...

Core Insights - Coca-Cola Company (KO) reported Q4 and full-year 2025 earnings that exceeded expectations, with a 2% increase in revenue and a 23% increase in net profit [1] - The appointment of Henrique Braun as CEO, who has experience in the Chinese market, is seen as a key advantage in addressing challenges [1] - The performance of Coca-Cola Bottling (COKE.OQ) may be indirectly influenced by these developments [1] Stock Performance - Over the past 7 days (as of February 13, 2026), Coca-Cola Bottling (COKE.OQ) stock exhibited a volatile upward trend, with a price range fluctuation of 3.58% and an amplitude of 8.58% [2] - The total trading volume was approximately $257 million, with a peak price of $166.48 on February 12 and a low of $152.94 on February 10 [2] - The current stock price is $163.39, reflecting a year-to-date increase of 6.76%, outperforming the soft drink sector's performance of 0.05% [2] Financial Report Analysis - The parent company, Coca-Cola, highlighted that the no-sugar category became a core growth driver, with a 14% increase in sales of Coca-Cola Zero Sugar for the year [3] - The Chinese market is emphasized as a long-term strategic focus, with efforts in product localization (e.g., limited edition packaging for the Spring Festival) and supply chain upgrades (e.g., new factories in Shaanxi and Zhengzhou) to strengthen competitiveness [3] - The 2026 performance guidance is optimistic, projecting organic revenue growth of 4%-5% and earnings per share growth of 7%-8%, which may provide stable demand support for bottling operations [3]

Group 1 - The stock price of Grand Canyon Education (LOPE.OQ) has shown significant volatility over the past week, with a pattern of decline followed by a rebound, closing at $160.44 on February 13, 2026, up 2.01% for the day, but down 5.47% over the last five days, with a total fluctuation of 11.47% [1] - The stock experienced a notable drop of 5.52% on February 11 and 1.88% on February 12, before rebounding on February 13 [1] - Trading volume peaked at 412,300 shares on February 12, with a transaction value of approximately $64.09 million, indicating active trading [1] Group 2 - For the third quarter of fiscal year 2025, ending September 30, 2025, the company reported revenue of $261 million, reflecting a year-over-year growth of 9.66%, while net profit significantly declined by 60.77% to $16.27 million [2] - The gross margin stood at 49.68%, and the current ratio was 3.17, indicating a solid ability to meet short-term liabilities despite pressure on profitability [2] Group 3 - Three institutions have provided target price forecasts for Grand Canyon Education, with an average target price of $222.67, ranging from $196.00 to $242.00, suggesting a premium compared to the current stock price [3] - Institutions are focusing on the potential for revenue growth, although the decline in profitability remains a short-term concern [3]

2025年第三季度业绩表现强劲，营收达21.97亿美元，同比增长16.8%，创三年单季度增速新高；净利润 为5.24亿美元，同比增长41.4%。国际市场收入占比提升至42.6%，同比增长23.3%，成为增长主要驱动 力。但需注意，酒精饮品业务在当季同比下滑17%，其调整进展需关注。 机构观点 机构对怪物饮料2026年策略持积极看法。海通国际在2026年1月18日报告中指出，新品管线及国际市场 渗透将支撑增长，并基于前三季度表现上调2025-2027年盈利预测，但维持"中性"评级，提示需关注原 材料价格波动等风险。摩根士丹利在2025年12月22日报告中因看好其定价能力，将目标价从81美元上调 至87美元。当前机构目标价均价为82.00美元，与股价基本持平。 以上内容基于公开资料整理，不构成投资建议。 经济观察网怪物饮料(MNST.OQ)近期热点集中在2026年新品发布计划及国际市场拓展。公司计划在 2026年推出历史上最大的创新产品组合，包括针对女性市场的子品牌FLRT、零糖能量饮料Storm Energy 及多款限时产品，旨在吸引新用户并拓展消费场景。同时，公司持续深化与可口可乐系统的分销合作， 并加大对餐 ...

Core Insights - The stock price of Airbnb (ABNB) rose significantly due to strong performance in core business metrics that exceeded market expectations [1] Performance Overview - Gross Booking Value (GBV) reached $20.4 billion in Q4 2025, a 16% year-over-year increase, marking the highest quarterly growth rate since 2023, indicating a sustained recovery in global travel demand [2] - Total bookings for accommodations, experiences, and services reached 122 million in Q4, a 10% year-over-year increase, reflecting the effectiveness of product flexibility upgrades such as the "book now, pay later" feature [2] - Revenue for Q4 was $2.8 billion, a 12% year-over-year increase, slightly above the company's guidance upper limit; total revenue for the year was $12.2 billion, a 10% increase, aligning with the long-term target of low double-digit growth [2] - Emerging markets showed outstanding performance, with booking growth in India, Brazil, and Japan reaching twice that of core markets; specifically, bookings in India grew by 50%, with first-time users increasing by over 60%, becoming a significant growth engine [2] Business Developments - New business initiatives have made a significant contribution, with nearly half of the experience orders not linked to accommodation bookings since the launch of "Airbnb Experiences" and "Airbnb Services" in May 2025, indicating a gradual formation of independent customer acquisition capabilities [3] - Management provided an optimistic outlook, projecting Q1 2026 revenue to reach between $2.59 billion and $2.63 billion, a year-over-year increase of 14% to 16%, with expectations for annual revenue growth to further improve to "at least low double digits," reinforcing market expectations for demand resilience [3] Stock Performance - Following the earnings report, despite a 26% year-over-year decline in net profit due to increased strategic investments, investors focused on GBV growth, emerging market penetration, and the scaling potential of new businesses; on the day of the report, while the overall travel services sector declined by 1.17%, Airbnb's stock rose by 4.15%, highlighting its superior performance compared to peers [4] Summary - The stock price increase was primarily driven by record GBV growth, accelerated booking volume, high growth in emerging markets, and optimistic performance guidance [5]

经济观察网天眼查工商信息显示，2月9日，天津红桥山姆超市有限公司成立，法定代表人为郑硕怀，注 册资本300万美元，经营范围含食品销售、食品经营管理、食品互联网销售、药品零售、出版物互联网 销售、出版物批发、餐饮服务、国内贸易代理等。股东信息显示，该公司由山姆(上海)投资有限公司全 资持股。 ...

Core Viewpoint - DuPont is focusing on business restructuring and financial guidance execution in 2026, which includes the sale of its aramid business and achieving annual performance targets [1]. Recent Events - The sale of the aramid business has been completed, with DuPont announcing in August 2025 that it would sell its aramid business (including Nomex and Kevlar brands) to TJC's subsidiary Arclin for a total estimated value of approximately $1.8 billion. The transaction is expected to be completed by the end of the first quarter of 2026 (around the end of March 2026), further simplifying the company's business structure and allowing it to focus on core areas [2]. Performance and Operations - For 2026, the company has provided guidance in its Q4 2025 financial report, expecting adjusted earnings per share to be between $2.25 and $2.30, with net sales projected to be between $7.08 billion and $7.14 billion. The market will closely monitor quarterly reports (such as the Q1 2026 report) to assess whether these targets are met and to evaluate the growth trajectory of the core business post-restructuring [3]. Strategic Advancement - The ongoing strategic restructuring is impacting DuPont as it divests non-core businesses (such as the electronic business spin-off completed in November 2025) to focus on healthcare and water technology sectors. Future cash flows may be directed towards research and development investments or shareholder returns, such as a $2 billion stock buyback plan and a quarterly dividend of $0.20 per share. The long-term effects of these initiatives will be a focal point [4].