格隆汇2月15日丨广州农商银行(01551.HK)公布，近日，该行收到国家金融监督管理总局广东监管局的 批覆，国家金融监督管理总局广东监管局已核准朱桂龙任该行独立董事，任期自2026年2月14日起至该 行第四届董事会任期届满为止，任期届满后可以连选连任。 ...

格隆汇2月15日丨名创优品(09896.HK)公告，2月13日耗资24.64万美元回购5.11万股，每股回购价4.785- 4.835美元。 ...

同日，公司耗资770.82万港元回购1.79万股，每股回购价427.2-438.8港元。 格隆汇2月15日丨百胜中国(09987.HK)公告，2月13日耗资300万美元回购5.46万股，每股回购价54.33- 55.37美元。 ...

因政府要求纳入公益性徵地范围的企业不仅要尽快配合政府完成拆迁等工作，而且要保持社会稳定；所 以，广东畅纳及其合作方和广州畅流形成了和解协议：集团的广州畅流须向广东畅纳及其合作方支付赔 偿款人民币1.8亿元(「该赔偿款」)。 就该赔偿款而言，集团正评估该赔偿款对于集团的影响并与广东畅纳及其合作方协商付款方式及安排； 为了保护集团的广州畅流利益，等候相关政府部门的最终徵地拆迁补偿条款解决和解协议应尽的赔偿责 任，集团董事会决定对广东畅纳及其合作方或其指定人士给予人民币票据、一年期限、年化4%利息。 同时，集团董事会指示按照香港及内地的有关法律、法规依法合规安排票据的完成，达成共识，帮助集 团的广州畅流继续向政府力争尽早和政府完成徵地补偿安排解决问题。 格隆汇2月15日丨新城市建设发展(00456.HK)公布，2026年2月13日，董事会获告知，集团下属的广州畅 流位于中华人民共和国广东省广州市海珠区赤岗西路20-22号，通称畅流工业园的投资物业，于2025年 初被政府纳入统一的公益性徵地范围，造成了广州畅流与广东畅纳投资开发有限公司(「广东畅纳」)就 集团投资物业所订立的租赁协议被迫终止，广东畅纳提出，其在租赁协 ...

Group 1 - Gao Yi Asset held stocks of 13 companies in the US stock market with a total market value exceeding $600 million as of the end of 2025 [2] - The top ten holdings of Gao Yi Asset prominently feature Chinese concept stocks, with significant increases in positions for Pinduoduo and Beike, and a new investment in Yixian E-commerce [2] - The top ten holdings include Huazhu Group, Pinduoduo, Google, Yum China, Beike, Wuxi AppTec, NetEase, iQIYI, TSMC, and ISHARES TR, indicating a dominant presence of Chinese concept stocks [2] Group 2 - As of the end of last year, Gao Yi Asset held 1.333 million shares of Pinduoduo, having increased its position by 629,000 shares compared to the end of the third quarter [3]

马斯克：如果你需要学术机构或颁奖组织来认可你的工作，那说明你的工作并没那么出色。 凯茜·伍德称："根据ARKInvest的研究，开发人形机器人要比开发机器人出租车复杂20万倍。鉴于埃隆· 马斯克秉持的第一原则和坚定决心，我们预测特斯拉的擎天柱机器人将在2028/2029年开始改变工厂生 活，进而改变家庭生活。" 对此，马斯克回应称："它将在2027年开始改变现状，到2028年影响将显而易见，到2029年将产生巨大 的影响。" 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 马斯克2025年的一条帖子说，SpaceX 在火箭和卫星技术进步方面所做的前沿研究，比地球上所有大学 实验室加起来都更有意义。 "但我们不使用'研究员'这个虚伪且缺乏问责性的词。只用'工程师'。""如果你需要学术机构或颁奖组织 来认可你的工作，那说明你的工作并没有那么出色。尼古拉·特斯拉、艾萨克·牛顿或伽利略获得过什么 奖项并不重要。无关紧要。" ...

Group 1 - The company plans to acquire 29.06% of PUMA's shares for a total of €1.506 billion (approximately RMB 12.28 billion) at a price of €35 per share, making it the largest shareholder of PUMA [1] - PUMA is currently in a transitional phase, with projected revenues of €8.817 billion in 2024, reflecting a 2.51% year-on-year increase, and a net profit of €282 million, down 7.64% [1] - In the first three quarters of 2025, PUMA's revenue is expected to decline by 8.49% to €5.974 billion, with a net loss of €309 million, indicating ongoing strategic adjustments [1] Group 2 - PUMA's stock price is at a historical low, with the acquisition priced at a 62% premium based on the closing price on January 26, 2026, highlighting the brand's long-term value despite short-term profit pressures [2] - The company aims to enhance PUMA's profitability through improvements in retail operations, supply chain management, and brand synergy, while also leveraging its global market experience [2] - Anta's brand retail sales growth has slowed in Q4 2025, with a low single-digit decline for the main brand, while other brands like Fila and Descente continue to show strong growth [2] Group 3 - The company is implementing a focused, multi-brand, and globalization strategy, accumulating successful experiences in brand transformation and high-quality growth [3] - Due to a slow industry recovery and potential short-term impacts from the acquisition, the profit forecast has been adjusted, with expected net profits of RMB 13.15 billion, 14.16 billion, and 16.22 billion for 2025, 2026, and 2027 respectively [3] - The company maintains a "buy" rating with projected PE ratios of 16, 15, and 13 for the respective years [3]

Core Insights - The company is ranked second in China's Level 4 autonomous driving market, holding a 15.4% market share as of the end of 2024, and is the only company to have obtained regulatory approval for autonomous driving services in major cities like Beijing, Shanghai, Guangzhou, and Shenzhen [1] - The market for autonomous driving services in China is projected to grow from approximately $0.7 billion in 2025 to $39.4 billion by 2030 and $183 billion by 2035, indicating exponential growth potential [1] - The company is expected to significantly reduce its net losses in 2025 to between $69 million and $86 million, compared to $275 million in 2024, with a forecasted net loss attributable to shareholders between $126 million and $143 million [1] Group 1 - The company plans to launch its seventh-generation Robotaxi in 2025, achieving a 70% reduction in total costs compared to the previous generation, with savings of 80% in lidar and 68% in autonomous driving computing [2] - The company achieved city-level profitability for its vehicles in Guangzhou in Q3 2025, marking a critical turning point in its commercialization efforts [2] - The fleet size is expected to expand to 1,159 vehicles by Q3 2025, ahead of the target of 1,000 Robotaxis, with plans to exceed 3,000 vehicles by 2026 [2] Group 2 - The company has been included in the MSCI China Index, which will facilitate passive capital inflows [3] - The market anticipates a compound annual growth rate (CAGR) of approximately 70% for revenues from 2025 to 2027, with the current price reflecting a price-to-sales ratio of about 54 times the 2026 forecast [3] - If further regulatory relaxations for autonomous driving are implemented, it could enhance the company's valuation attractiveness [3]

编者按 一年一度的"迁徙"，只因心向一处。 每年的这个时候，十几亿人，往同一个方向走。 过去几年，我们透过各位笔下的文字，看到了归途的思绪、重逢的悲欢、故里的新颜…… 这些看似再平凡不过的日常，因为被写下来，所以有了重量。 格隆汇《归乡记》系列，今年还在。 不为别的，只是觉得：普通人的归乡与奔赴，值得被认真记录。 这是开篇，《归乡有暖，前路有光——我与生活和解的一年》。 这是我用十年青春，在漂泊与安稳、迷茫与坚守里踩出来的真实人生，希望能得到大家的共鸣和共勉。 01 2014年盛夏，带着大学毕业证上未褪尽的青涩，也带着对"遍地是机会"的憧憬，我背着简单的行囊，挤上 了开往深圳的火车。 初入深圳的日子，是裹着窘迫与慌张的。先后两份试用期工作的挫败后，直到2016年，我终于在一家广告 公司落脚，成为一名视频广告剪辑师。 从最初每月4500元的薪水，省吃俭用才能勉强覆盖房租和伙食，到2024年税前1.1万元的收入，这八年里， 我熬了无数个通宵，改了无数版方案，把青春里的热血与精力，都耗在了电脑屏幕的时间轴上。 2019年，全国楼市的热浪席卷而来，房价像坐了火箭般飙升，连空气里都弥漫着"买房"的焦虑。 也是在这一年， ...

她还表示也会与字节跳动沟通，努力改善此事。 据日本共同社，日本AI(人工智能)战略担当相小野田纪美13日在内阁会议后的记者会上，围绕中资AI视 频生成模型服务称"存在侵犯著作权和不妥影像的担忧声音"。她表示"将加快掌握实际情况"，透露政府 有意展开调查。 据悉，AI视频生成模型系指字节跳动公司开发的Seedance 2.0。由该AI制作的多段视频在社交平台(SNS) 上传播。 小野田表示已知晓传播的实际情况，并强调如果是未取得著作权所有者许可而使用着作物的情况，无法 视若无睹。 围绕生成式AI，除了上述服务外，其他服务也存在未获许可却使用既有角色或现实人物制作图像或视 频的情况，已成为社会问题。 来源：格隆汇 温馨提示：财经最新动态随时看，请关注金投网APP。 ...