Ge Long Hui
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美股异动|奈飞盘前大涨近9%,放弃竞标华纳兄弟
Ge Long Hui· 2026-02-27 09:21
| NFLX 奈飞 | | | | --- | --- | --- | | 84.590 + +1.890 +2.29% | | 收盘价 02/26 16:00 美东 | | 91.970 + 7.380 +8.72% | | 盘前价 02/27 04:08 美东 | | 一 2 24 2 5 5 5 5 5 8 8 | | ● 快捷交易 | | 最高价 86.500 | 开盘价 83.200 | 成交量 8564.25万 | | 最低价 82.800 | 昨收价 82.700 | 成交额 73.67亿 | | 平均价 86.019 | 市盈率 33.43 总市值 3571.53亿 (-- ) | | | 振 幅 4.47% 市盈率(静) 33.43 | | 总股本 42.22亿 | | 换手率 2.04% 市净率 13.418 | | 流通值 3546.79亿 | | 52周最高 134.115 委 比 96.38% | | 流通股 41.93亿 | | 52周最低 75.010 量 比 1.70 | | 每 手 1股 | | 历史最高 134.115 股息TTM -- | | | | 历史最低 0.035 ...
小摩:在中国石油股份的持股比例降至4.95%
Ge Long Hui· 2026-02-27 09:20
Group 1 - JPMorgan's stake in PetroChina's H-shares decreased from 5.08% to 4.95% as of February 24 [1] - The average selling price of the shares was HKD 9.5820 [1]
中创新航(03931.HK)盈喜:预计年度盈利20.25亿元-21.93亿元 同比上升约140%-160%
Ge Long Hui· 2026-02-27 09:20
Core Viewpoint - The company anticipates a significant increase in net profit for the fiscal year ending December 31, 2025, projecting between approximately RMB 20.25 billion and RMB 21.93 billion, representing a year-on-year growth of about 140% to 160% compared to last year's net profit of approximately RMB 8.44 billion [1] Group 1 - The board attributes the substantial year-on-year profit increase to the sustained high growth of leading technology products in the passenger, commercial, and energy storage sectors [1]
香港交易所(00388.HK):陈健波和车品觉及陈锦荣获委任为董事会成员

Ge Long Hui· 2026-02-27 09:20
格隆汇2月27日丨香港交易所(00388.HK)发布公告称,香港交易所欢迎香港特别行政区政府再度委任陈 健波和车品觉以及委任陈锦荣为香港交易所董事会成员,各人任期均约为两年,由将于2026年4月29日 举行的2026年股东周年大会结束起,直至2028年举行的股东周年大会结束为止。陈锦荣获委任为董事接 替将于2026年股东周年大会结束后退任的周胡慕芳。 ...
美股异动丨小马智行盘前涨超4% 今年以来深圳付费订单数已超2025年全年
Ge Long Hui· 2026-02-27 09:19
Core Viewpoint - Pony.ai (PONY.US) has shown significant growth in operational data during the Chinese New Year period, with a notable increase in paid orders in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen [1] Group 1: Stock Performance - Pony.ai's stock closed up 4.64% at $14.20 and continued to rise by 4.58% in pre-market trading, reaching $14.85 [1] - The stock has a total market capitalization of $6.156 billion and a trading volume of 3.3027 million shares [1] Group 2: Operational Data - During the Chinese New Year period from February 15 to 23, Pony.ai reported an increase in paid orders, with the number of paid orders in Shenzhen exceeding the total for the entire year of 2025 by February 16 [1] - Daily paid order numbers reached a new high during the holiday period, indicating strong demand for the company's services [1]
德科立:Q4净利润3306万元,低于预期
Ge Long Hui· 2026-02-27 09:16
Core Viewpoint - Dekoli (688205.SH) reported a revenue of 934 million yuan for 2025, reflecting a year-on-year growth of 10.99%, while the net profit attributable to the parent company decreased by 27.16% to 73.1687 million yuan due to market demand slowdown and increased competition [1] Financial Performance - The company experienced a revenue increase of 10.99% year-on-year, reaching 934 million yuan in 2025 [1] - Net profit attributable to the parent company was 73.1687 million yuan, a decline of 27.16% compared to the previous year [1] - In Q4, the net profit was 33.06 million yuan, showing a quarter-on-quarter growth of 175% [1] - Analysts predict a Q4 net profit of 37 million yuan [1] Market Dynamics - The telecom transmission market faced structural demand slowdown and intensified competition, leading to price strategy adjustments for mature product lines, which impacted gross profit margins [1] - Despite challenges, the company made significant breakthroughs in the data communication market, securing projects with several leading enterprises [1] - The rapid growth in DCI product orders and the maintenance of industry-leading technology in high-speed optical modules indicate strong development potential for the company's data communication product line [1]
信义能源(03868.HK)年度纯利增长27.8%至10.11亿元 末期息3.6港仙
Ge Long Hui· 2026-02-27 09:16
Core Viewpoint - Xinyi Energy (03868.HK) reported an annual performance for the year ending December 31, 2025, with revenue of RMB 2.453 billion, a year-on-year increase of 0.5%, and a profit attributable to equity holders of RMB 1.011 billion, representing a 27.8% increase [1] Revenue Breakdown - Revenue from electricity sales and net adjustments in electricity prices increased by 4.4% to RMB 1.528 billion, while revenue from other sources decreased by 5.1% to RMB 916 million [1] - The overall revenue increase was primarily due to contributions from the 2024 and 2025 portfolios, although this was offset by grid consumption restrictions and an increase in market-based electricity trading frequency and volume [1] Solar Power Operations - The company recorded revenue of RMB 9 million from providing operation and management services for solar power plants, accounting for 0.4% of total revenue [1] - According to the operation and management agreement, Xinyi Solar has agreed to appoint the company to operate and manage its solar power projects that are ready for grid connection [1] - The decrease in revenue from solar power operations and management services was mainly due to a reduction in the number of solar power projects that were grid-connected compared to 2024 [1]
智升集团控股(08370.HK):中期净亏损405.6万元
Ge Long Hui· 2026-02-27 09:16
Core Viewpoint - The company reported a revenue of 48.051 million RMB for the six months ending December 31, 2025, representing a year-on-year growth of 7.7% [1] Financial Performance - The gross profit was 9.069 million RMB, which reflects a year-on-year decrease of 25.8% [1] - The loss attributable to the owners of the company was 4.056 million RMB, compared to a loss of 2.019 million RMB in the same period last year [1] - The basic loss per share was 2.64 cents [1]
亨得利(03389.HK):钱炜青获委任为提名委员会成员

Ge Long Hui· 2026-02-27 09:16
格隆汇2月27日丨亨得利(03389.HK)发布公告,公司独立非执行董事钱炜青已获委任为提名委员会成 员,自2026年2月27日起生效。 ...
美股异动|多邻国盘前大跌近23%,日活增速持续放缓+首季指引较保守
Ge Long Hui· 2026-02-27 09:12
Core Insights - Duolingo's stock dropped nearly 23% to $90.6 following its earnings report, despite a 35% year-over-year revenue growth to $282.9 million in Q4 [1] - The adjusted EBITDA for the quarter was $84.3 million, exceeding market expectations [1] - Daily active users grew by 30% year-over-year to 52.7 million, marking the slowest growth rate in four years [1] Financial Performance - Q4 revenue reached $282.9 million, a 35% increase year-over-year [1] - Adjusted EBITDA for Q4 was $84.3 million, surpassing market forecasts [1] - For Q1, the company projects revenue of $288.5 million and adjusted EBITDA of approximately $73.6 million, both below market expectations [1] User Growth and Future Outlook - Daily active users increased by 30% to 52.7 million, the slowest growth in four years [1] - To drive subscriber growth, the company plans to increase investments in artificial intelligence, which may slow short-term profit growth and margins [1] - Following the earnings announcement, Needham cut its price target for Duolingo from $300 to $145 [1]