Ge Long Hui
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Piper Sandler上调安森美半导体目标价至75美元
Ge Long Hui· 2026-02-11 09:41
Group 1 - Piper Sandler raised the target price for ON Semiconductor from $65 to $75, maintaining an "Overweight" rating [1]
国投丰乐(000713.SZ):尚无“种子十农药”捆绑销售计划
Ge Long Hui· 2026-02-11 09:41
Group 1 - The company, Guotou Fengle (000713.SZ), has stated on its interactive platform that it currently has no plans for bundled sales of "seed and pesticide" [1]
美股异动丨金山云盘前大涨超7% 高盛料其将受惠于小米持续加大对AI发展的投资
Ge Long Hui· 2026-02-11 09:41
Group 1 - Goldman Sachs upgraded Kingsoft Cloud's rating from "Neutral" to "Buy," raising the target price from $14.2 to $15.6, anticipating significant benefits from Xiaomi's planned investment in AI [1] - Xiaomi is expected to invest approximately 10 billion yuan in AI by 2026, with Kingsoft Cloud positioned as a major beneficiary of this investment [1] - The revenue cap from Xiaomi for Kingsoft Cloud is projected to increase by 10% to 15% due to an updated agreement, leading to an estimated compound annual growth rate of 37% in revenue from Xiaomi from 2025 to 2028 [1] Group 2 - Goldman Sachs raised its revenue forecast for Kingsoft Cloud for 2026 to 2028 by 4% to 13%, with adjusted EBITDA predictions also increased by up to 4% [1] - Kingsoft Cloud's pre-market stock price rose by 7.62% to $14.12, reflecting positive market sentiment following the upgrade [1] - The company's total market capitalization is reported at $3.964 billion, with a trading volume of 1.2075 million shares [1]
百胜中国(09987.HK)2月10日耗资300万美元回购5.25万股

Ge Long Hui· 2026-02-11 09:40
格隆汇2月11日丨百胜中国(09987.HK)发布公告,2026年2月10日耗资300万美元回购5.25万股,回购价 格每股56.7-57.84美元。 ...
丘钛科技(01478.HK):1月摄像头模组销售合计4407.1万件 同比增加22.8%
Ge Long Hui· 2026-02-11 09:40
Core Viewpoint - Q Technology (01478.HK) reported its sales data for January 2026, indicating a mixed performance in its product segments, with camera module sales showing year-on-year growth while fingerprint recognition module sales experienced a decline in year-on-year comparison [1] Group 1: Camera Module Sales - Total camera module sales reached 44.071 million units in January 2026, a month-on-month decrease of 4.1% but a year-on-year increase of 22.8% [1] - Sales of mobile camera modules accounted for 41.482 million units, reflecting a month-on-month decrease of 3.7% and a year-on-year growth of 19.5% [1] - The increase in camera module sales year-on-year is attributed to rising demand from overseas customers and a continuous increase in market share [1] Group 2: Fingerprint Recognition Module Sales - Total sales of fingerprint recognition modules amounted to 19.741 million units, showing a month-on-month increase of 10.0% but a year-on-year decrease of 18.4% [1] - The year-on-year and month-on-month growth in fingerprint recognition module sales is primarily due to the increasing penetration rate of ultrasonic fingerprint recognition modules and the impact of customer project cycles [1] Group 3: Market Trends - Sales of camera modules for IoT and smart automotive applications have significantly increased year-on-year, indicating a positive trend in these sectors [1]
新纽科技(09600.HK)完成配售6000万股 净筹1790.93万港元
Ge Long Hui· 2026-02-11 09:40
配售事项所得款项净额(经扣除配售佣金及其他相关开支)为1790.93万港元,将用作补充集团的一般营运 资金,其中,(a)20%的配售事项所得款项净额,或358.19万港元,将用于支付专业费用;(b)60%的配售 事项所得款项净额,或1074.56万港元,将用于支付员工薪金;及(c)20%的配售事项所得款项净额,或 3,581,854港元,将用於支付公用事业费用及其他成本。 格隆汇2月11日丨新纽科技(09600.HK)宣布,配售协议的所有条件已获达成,且配售事项已于2026年2月 11日完成。合共6000万股配售股份已由配售代理根据配售协议的条款及条件按配售价每股配售股份 0.300港元成功配售予承配人。 ...
莱尔斯丹(00738.HK)2月11日回购2万股
Ge Long Hui· 2026-02-11 09:40
格隆汇2月11日丨莱尔斯丹(00738.HK)发布公告,2026年2月11日以4,980港元回购2万股,回购价格每股 0.249港元。 ...
三美股份:胡荣达累计减持1.30%公司股份
Ge Long Hui· 2026-02-11 09:36
格隆汇2月11日丨三美股份(603379.SH)公布,信息披露义务人胡荣达先生于2026年1月23日至2026年2月 11日期间,通过集中竞价交易及大宗交易方式累计减持公司股份795.78万股,占公司总股本的1.30%。 本次减持后,胡荣达先生及其一致行动人合计持有公司股份的比例由61.90%减少至60.60%,权益变动 触及1%刻度。 ...
中国中车(601766.SH):公司目前在航天领域没有业务拓展
Ge Long Hui· 2026-02-11 09:34
Group 1 - The company, CRRC Corporation Limited (601766.SH), has stated that it currently has no business expansion in the aerospace sector [1]