港股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：安东 2月20日，智能激光雷达供应商速腾聚创(2498.HK)盘初涨幅扩大至超15%。消息面上，公司昨日发布盈利预告，预计2025年 第四季度将首次实现单季度盈利，且盈利不少于人民币6000万元，大大超出管理层此前做出的盈亏平衡预期，标志着公司 经营进入新阶段。 分析指出，此次盈利超预期，得益于公司在机器人业务领域的领先布局与技术产品优势。数据显示，2025年其机器人领域 激光雷达销量突破30.3万台，同比激增超11倍，登顶全球第一；第四季度总销量达45.96万台，其中机器人应用达22.12万 台，与ADAS业务基本持平，机器人业务已成为核心增长引擎，推动公司业务结构发生深刻变化。 ...

港股市场机器人概念股集体走强，其中，越疆涨超18%，速腾聚创涨超11%，首程控股涨9%，优必选涨 近9%，云迹、三花智控、极智嘉-W涨超6%，微创机器人-B、力劲科技涨超5%。 消息面上，马年春晚再次将人形机器人推向舞台中央。多家中国新兴人形机器人初创企业——宇树科 技、银河通用、松延动力和魔法原子在春晚上展示了各自的产品。 春晚期间，抖音电商同步推出"春晚同款"供给，带动相关话题持续发酵、同款商品稳步热销。抖音电商 数据显示，2月16日-18日，抖音电商机器人产品GMV同比增长1680%，订单量同比增长655%。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 02432 | 成疆 | (0) | 18.55% | 47.300 | 208.1亿 | 24.87% | | 02498 | 速腾景创 | | 11.57% | 38.380 | 181.23 乙 | 4.86% | | 00697 | 首程控股 | | 9.05% | 2.290 | 189.48 Z | 8.02% ...

港股频道更多独家策划、专家专栏，免费查阅>> 2月20日，港股市场存储概念股集体走强，其中，南方两倍做多海力涨近6%，南方两倍做多三星涨近4%，澜起科 技、兆易创新涨近2%。有消息称三星电子正就新一代HBM4芯片展开价格谈判，报价较上代产品高出最多30%，达 到约700美元。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 07709 | 南方两倍做多海力 | | 5.91% | 30.100 | 122.06亿 | 86.38% | | 07747 | 南方两倍做多三星 | | 3.94% | 78.580 | 33.79亿 | 134.57% | | 06809 | 澜起科技 | | 1.90% | 215.000 | 2627.73亿 | 101.14% | | 03986 | 兆易创新 | (0) | 1.87% | 413.800 | 2901.16亿 | 155.43% | 责任编辑：安东 ...

| 代码 | 名称 | 涨跌幅 ▽ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 07709 | 南方两倍做多海力 | 5.91% | 30.100 | 122.06亿 | 86.38% | | 07747 | 南方两倍做多三星 | 3.94% | 78.580 | 33.79亿 | 134.57% | | 06809 | 澜起科技 | 1.90% | 215.000 | 2627.73亿 | 101.14% | | 03986 | 兆易创新 0 | 1.87% | 413.800 | 2901.16亿 | 155.43% | 港股市场存储概念股集体走强，其中，南方两倍做多海力涨近6%，南方两倍做多三星涨近4%，澜起科 技、兆易创新涨近2%。有消息称三星电子正就新一代HBM4芯片展开价格谈判，报价较上代产品高出 最多30%，达到约700美元。 ...

2月20日，港股跌幅进一步扩大，恒生科技指数跌2.2%，恒指、国企指数跌超1%。恒生科技指数成分股中，金蝶国际跌 5%，百度集团跌近5%，哔哩哔哩、网易、阿里巴巴、理想汽车、腾讯音乐、同程旅行跌超3%。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：安东 | 代码 | 名称 | | | | 涨幅% | | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | --- | --- | | HSTECH | 恒生科技指数 | 1 | | 5249.58 | -2.20 | | -4.83 | | મટા | 恒生指数 | 1 | | 26427.30 | -1.04 | | 3.11 | | HSCEI | 恒生国企指数 | 1 | | 8972.95 | -1.07 | | 0.66 | | 代码 | 名称 | | | 涨跌幅 ^ | 年初至今涨跌 | 总市值 | | | 00268 | 金蝶国际 | | (0) | -5.02% | -20.24% | 376.24 乙 | | | 09888 | 百度集团-SW | | | -4.94% | -0.53% ...

Core Viewpoint - The report from Guotai Junan Securities provides a "Buy" rating for Xunce (3317.HK) with a target price of HKD 104.78, reinforcing its positioning as the "Chinese version of Palantir" and highlighting its leading status and long-term value in the real-time data infrastructure sector driven by AI large models and applications [1] Group 1: Valuation and Growth Potential - The report employs both PE and PS valuation methods, referencing comparable companies like Palantir and Snowflake, resulting in a target market value of HKD 33.8 billion and a target price of HKD 104.78, indicating over 50% upside potential from the report's publication date [2] - Revenue projections for the company are set at HKD 1.183 billion, HKD 2.177 billion, and HKD 3.311 billion for 2025-2027, with year-on-year growth rates of 87%, 84%, and 52% respectively, indicating a clear growth trajectory [2] Group 2: Market Position and Industry Leadership - The company is recognized as a leading provider of AI real-time data infrastructure in China, offering solutions for real-time data processing and analysis, capable of collecting, cleaning, managing, analyzing, and governing heterogeneous data within seconds [3] - According to Frost & Sullivan, the company holds the top position in the Chinese real-time data infrastructure and analytics market, with an 11.6% market share in the asset management sector, achieving full coverage of the top ten asset management firms in China [3] Group 3: Product Flexibility and Diversification - The company's products are highly modular, with over 300 functional modules developed by the end of 2025, allowing for flexible combinations into seven core solutions that cover both data infrastructure and asset management applications [4] - The company is accelerating its expansion into diversified industries such as financial services (beyond asset management), urban management, production management, and telecommunications, with revenue from diversified sectors reaching 61% in 2024, becoming a major growth driver [4] Group 4: Market Opportunity and Growth Rate - The report highlights that the rapid development of AI large models and applications is increasing the demand for real-time, unified, and efficient data processing platforms, with the current penetration rate of the real-time data infrastructure and analytics market in China being less than 4% [5] - The market is expected to grow at a CAGR of 46.1% from 2020 to 2024, reaching a size of HKD 50.5 billion by 2029, with a projected CAGR of 22.0% from 2024 to 2029, indicating a vast market opportunity [5]

Group 1 - The core viewpoint of the article highlights that Shoucheng Holdings (0697.HK) has emerged as the biggest "behind-the-scenes winner" in the robotics sector showcased during the 2026 Spring Festival Gala, with several of its portfolio companies participating [1] - Shoucheng Holdings has invested over 2 billion RMB in the robotics industry, completing more than 40 transactions and covering approximately 20 leading companies, including Yushu Technology and Galaxy General [1] - The company has extended its investment strategy to upstream core materials by establishing Shoucheng Robotics Advanced Materials Company, focusing on critical areas such as electronic skin and PEEK lightweight materials [1] Group 2 - Shoucheng Holdings is not merely a financial investor but has developed a unique strategy of "capital + scenarios + ecosystem," providing real testing environments for its portfolio companies through its own resources [2] - The company has opened "Tao Zhu New Creation Bureau" robotics experience stores, facilitating the connection from technology demonstration to the consumer end, thus enhancing its position in the commercialization wave of robotics [2] - With companies like Yushu Technology expected to initiate IPOs in 2026, the investment value of Shoucheng Holdings is anticipated to reach a concentrated realization period [2]

格隆汇2月20日丨爱德新能源(02623.HK)公告，爱德新能源投资控股集团有限公司的股份(证券代号： 02623)将于今天(20/2/2026)上午九时正起短暂停止买卖。 ...

纳斯达克金龙中国指数收跌0.4%。热门中概股里，晶科能源收跌2.4%，携程跌2.2%，百胜中国、奇富科技、文远知行跌超1%，阿里巴巴跌0.9%，百度跌 0.7%，万国数据、金山云、大全新能源至少涨0.6%，华住涨1.6%。 美军据报已做好周末军事打击伊朗准备， 市场避险情绪升温；美股三大指数集体收跌，道指跌0.54%，纳指跌0.31%，标普500指数跌0.28%。大型科技股多 数收跌，苹果、奈飞、英特尔跌超1%，微软、谷歌、英伟达小幅下跌；亚马逊、特斯拉、Meta小幅上涨。迪尔农机收涨12%，创收盘历史新高。 ...

Group 1 - The company BOSS Zhipin-W (02076.HK) announced plans to purchase a total of 410,642 Class A ordinary shares in the open market on February 17 and 18, 2026 [1] - The shares will be held in trust for eligible participants as defined in the plan [1] - The purchase will be executed by a trustee using internal resources allocated by the company [1]