Ge Long Hui

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Arete Research首予Riot Platforms目标价26美元
Ge Long Hui· 2025-09-25 09:49
Arete Research首次覆盖Riot Platforms,给予"买入"评级及目标价26美元。(格隆汇) ...
中国平安(02318.HK)拟10月28日举行董事会会议审批三季度业绩
Ge Long Hui· 2025-09-25 09:48
格隆汇9月25日丨中国平安(02318.HK)发布公告,董事会谨定于2025年10月28日(星期二)举行董事会会 议,以考虑及通过集团截至2025年9月30日止九个月的第三季度业绩,以及处理任何其他事项。 ...
腾讯控股(00700.HK)9月25日耗资5.50亿港元回购84.4万股
Ge Long Hui· 2025-09-25 09:48
Group 1 - Tencent Holdings announced a share buyback plan, intending to repurchase 844,000 shares at a cost of HKD 550 million [1] - The buyback price range is set between HKD 644 and HKD 658.5 per share [1]
广南(集团)(01203.HK)委任德勤为公司新核数师
Ge Long Hui· 2025-09-25 09:48
董事会进一步宣布,根据审核委员会的建议,董事会决议委任德勤为公司新核数师,以填补毕马威会计 师事务所辞任后的临时空缺。德勤的任期直至公司下届股东周年大会结束为止。 格隆汇9月25日丨广南(集团)(01203.HK)公布,经考虑毕马威会计师事务所已担任公司的核数师超过20 年,董事会已检讨更换核数师的需要。董事会及公司审核委员会认为,为维护良好的企业管治、保持公 司外聘核数师的独立性及客观性,并符合公司及公司股东的整体利益,现为轮换公司核数师的适当时 机。因此,董事会宣布毕马威会计师事务所已辞任公司核数师,自2025年9月25日起生效。 ...
新世界发展(00017.HK):获最高达59亿港元定期贷款融资
Ge Long Hui· 2025-09-25 09:41
Group 1 - The company New World Development (00017.HK) announced a financing agreement with Deutsche Bank AG, which involves a loan facility of up to HKD 5.9 billion, with an initial commitment of HKD 3.95 billion for daily financing activities [1] - The financing will be secured by a first-ranking mortgage on the property known as "Victoria Dockside," which includes five main components: "K11 ARTUS," "K11 ATELIER," "K11 MUSEA," the Rosewood Hong Kong hotel, and several parking facilities [1] - The company retains the ability to use Victoria Dockside as collateral for additional financing to support ongoing business needs [1]
清科控股(01945.HK)9月25日回购1600股
Ge Long Hui· 2025-09-25 09:41
格隆汇9月25日丨清科控股(01945.HK)发布公告,2025年9月25日以2,092港元回购1,600股,回购价格每 股1.29-1.34港元。 ...
印尼一矿山铜矿断供,该矿山占全球铜供应量的3.2%!LME铜价一夜冲高后震荡
Ge Long Hui· 2025-09-25 09:41
(责任编辑:宋政 HN002) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 格隆汇9月25日|铜价在亚盘时段下跌,回吐了前一交易日夜间的大幅涨幅。此前,矿业公司Freeport McMoran宣布,对其位于印尼的格拉斯伯格(Grasberg)矿山的合同供应启动不可抗力,推动LME铜期货 隔夜一度升至一年多来的新高。澳新银行分析师在一份报告中表示,这一事件重新引发了市场对供应的 担忧。该矿山占全球铜供应量的3.2%,并占该公司铜总产量的70%以上。预计意外的供应中断将影响全 球铜总产量的6%以上。 ...
博盈特焊:公司越南生产基地一期厂房已正式投产运营
Ge Long Hui· 2025-09-25 09:40
格隆汇9月25日|博盈特焊(301468.SZ)公告称,公司越南生产基地一期厂房已正式投产运营,主要生产 燃气轮机的余热回收装置。该基地的投产将提升公司国际订单的承接和交付能力,完善海外战略布局, 并突破产能瓶颈。同时,产品线拓展和多地产能布局将提升公司整体竞争力和盈利能力。然而,越南生 产基地处于初步投产状态,可能面临市场需求变化、竞争加剧等风险。 ...
苏新服务(02152.HK):王华获选为董事长
Ge Long Hui· 2025-09-25 09:35
格隆汇9月25日丨苏新服务(02152.HK)发布公告,王华获委任为执行董事,任期自股东特别大会批准之 日起至第二届董事会任期届满时止。此外,于2025年9月25日举行的董事会会议上,王华获选为第二届 董事会董事长,任期自本公告日期起至第二届董事会任期届满时止。 ...
美股异动丨富途盘前续涨超1% 大小摩齐料当前是良好入场时机
Ge Long Hui· 2025-09-25 09:32
Core Viewpoint - Futu Holdings (FUTU.US) has seen a recent stock price increase, with analysts maintaining positive ratings and target prices despite regulatory changes affecting mainland customer account openings [1] Group 1: Analyst Ratings and Target Prices - Morgan Stanley maintains an "Overweight" rating for Futu Holdings with a target price of $210, indicating that the cessation of account openings for mainland customers has not significantly impacted customer acquisition [1] - Morgan Chase also reiterates an "Overweight" rating with a target price of $270, suggesting that the impact of stricter account opening policies on Futu is limited compared to other brokers with historically looser standards [1] Group 2: Valuation Metrics - The current stock price of Futu Holdings is approximately $178.47, corresponding to about 17 times the expected earnings for 2026, which is below the historical average forward P/E ratio of 23 times since its IPO [1] - A critical support level is identified at $150, which corresponds to a 15 times expected P/E ratio for 2026, indicating potential price stability [1] Group 3: Growth Prospects - Future growth for Futu Holdings is expected to primarily come from overseas markets and cryptocurrency services, which are anticipated to provide long-term revenue generation opportunities [1] - Analysts predict a 70-80% probability of an absolute stock price increase within the next 45 days, suggesting a favorable outlook for investors [1]