Core Viewpoint - Occidental Petroleum (OXY.US) shares surged by 10% to $51.85, reaching a new high since January, driven by strong fourth-quarter earnings that exceeded Wall Street expectations, with robust performance in the company's operations offsetting the impact of declining oil prices [1] Financial Performance - The adjusted earnings per share for Occidental Petroleum for the three months ending December 31 were reported at $0.31, surpassing the expected $0.18 [1]

Core Viewpoint - The electric power equipment sector is experiencing growth driven by the rapid development of AI, increased electricity demand, and the need for upgrading aging grid infrastructure [1][32]. Company Overview - Siyi Electric Co., Ltd. (referred to as "Siyi Electric") is focused on the manufacturing of power transmission and distribution equipment and is pursuing a dual listing on the Hong Kong Stock Exchange [3][4]. - The company was founded in December 1993 and has been listed on the Shenzhen Stock Exchange since August 2004, with a current market capitalization of 166.1 billion RMB [4][9]. - Siyi Electric has a diverse product portfolio that includes six core business lines: switchgear, transformers, protection and automation, power electronics, energy storage systems, and EPC services [11][36]. Financial Performance - Siyi Electric's revenue for 2023, 2024, and the first nine months of 2025 was 12.46 billion RMB, 15.46 billion RMB, and 13.83 billion RMB, respectively, with net profits of 1.61 billion RMB, 2.08 billion RMB, and 2.25 billion RMB [23][24]. - The company expects a revenue of 21.21 billion RMB for 2025, representing a year-on-year growth of 37.18%, and a net profit of 3.16 billion RMB, reflecting a 54.35% increase [23][24]. - The gross profit margins have improved from 29% in 2023 to an expected 32% in 2025 [23]. Market Dynamics - The global market for power transmission and distribution equipment is projected to grow from 580.8 billion RMB in 2020 to 863.6 billion RMB by 2024, with a compound annual growth rate (CAGR) of 10.4% [38]. - In China, the market size for power transmission and distribution equipment is expected to reach 3.11 trillion RMB in 2024, with a CAGR of 9.4% until 2029 [38][40]. - Siyi Electric holds a market share of approximately 3.5% in the Chinese market, ranking eighth among competitors [31][40]. Competitive Landscape - The competition in the power equipment sector is concentrated, with the top five companies holding 61.1% of the market share [40]. - Major competitors include TBEA, Chint Electric, State Grid Corporation, Schneider Electric, ABB Group, Siemens, Eaton, and Hitachi Energy [40][41]. Industry Trends - The acceleration of electrification is driving global electricity demand, with a projected total generation of 31,256 TWh in 2024, a 4.4% increase year-on-year [32][33]. - The increasing reliance on renewable energy sources like wind and solar is reshaping the global electricity structure, necessitating improvements in grid infrastructure to handle the variability of these energy sources [33][34].

2026年2月18日消息，腾讯于昨日发文公布了元宝分10亿红包春节活动数据，活动期间主会场累计抽奖达36亿次，用户AI创作互动超10亿次。 本次活动依托微信生态与AI互动设计，腾讯元宝为用户提供了全面，且富有节日趣味的互动体验，成为春节AI应用场景的重要实践。 官方表示，春节期间，元宝派里会继续派发红包，与好友一起热聊、一起看、一起听，将有机会掉落惊喜。 此外，活动期间超3400万人领取了好友分享红包，累计领取次数达2.1亿次。 具体来看，抢红包活跃用户中49%来自三四线及以下城市，下沉市场成为本次活动主力军；30-40岁用户最爱使用"拜年朋友圈"功能，成为春节线上社交核 心人群；马上就发财"红包封面最受用户欢迎，登顶热门祝福封面榜首。 ...

格隆汇2月19日｜据每经，"末日博士"彼得·希夫预言金价将冲7000美元，取代美元成新锚定资产，背后 驱动力是各国央行增持黄金、美国财政赤字膨胀等。他认为，金价飙升预示着美国将面临远超2008年的 复合型危机，源于主权信用、美债和美元危机共振。此外，他还称新任美联储主席或沦为特朗普傀儡， 加密货币是庞氏骗局，建议投资者持续增持黄金白银。 ...

美国总统特朗普表示，由于对其他公司和国家征收关税，美国的贸易逆差已减少了78%。今年，贸易逆 差将转为正值，这将是几十年来首次。 白宫在一份声明中表示："该行政令认定，这两种关键材料中任何一种的供应中断，都可能使我们的国 防工业基础和食品供应易受敌对外国行为体的攻击。" 该命令指示农业部长布鲁克·罗林斯与国防部协商，制定法规及其他措施，以确定确保这些产品持续供 应所需的材料适当分配方案。白宫称，这两种材料在国内均仅有一家生产商。农民已警告政府，总统对 进口除草剂和化肥加征的关税正在推高农作物成本。 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：安东 在推动贸易逆差收窄的同时，特朗普政府也在加紧强化关键物资的国内供应链。 据外媒，一位白宫官员表示，特朗普签署行政命令，保障美国军方使用的元素磷和美国农业生产中常见 的草甘膦基除草剂供应充足。特朗普周三签署的这项行政命令援引了《国防生产法》，以保护这两种材 料的国内供应链。 ...

阖家团圆的热闹尚未散去，一场跨越大江南北的旅游热潮已悄然掀起。同程旅行数据显示，春节九天长假让"分段式过年"更加火爆，2月18日 （大年初二）至2月19日（大年初三）成为节中出游高峰时段，节中民航出行热度较去年春节同期提升38%。从整个春节假期来看，民航2次以 上出行旅客同比涨幅预计达一半以上。 "先回家团圆，再出发度假"复合型春节催化下，国内酒店节中入住高峰更加显著。同程旅行数据显示，节中期间（大年初一至初五）国内酒店 均价较春节前夕高出30%以上，部分热门旅游城市更是高出一倍及以上。此外，节中2天-4天酒店连住订单占据主流，靠近知名景区、热门商 圈的酒店最为抢手。 今年是春节申遗成功后第二个"非遗中国年"。同程旅行数据显示，汕头、福州、太原等一批年俗年味独特、沉浸式体验强的目的地突出重围， 热门景区门票预约及入园客流维持高位。当拼假一族提前开启长线出境游时，同程旅行平台上，还有不少旅客选择在节中涌向港澳、东南亚等 短途出境目的地。 "特色年味游"大PK，这届游客全国寻找宝藏过年地 "越长大，越是怀念那份弥足珍贵的年味。"早在一个月前，小万就多方找攻略、做规划。看惯了舞龙舞狮、逛够了各种庙会，今年她想去个年 ...

纳斯达克中国金龙指数收跌0.04%，热门中概股里，拼多多收涨超1%，美团、百胜中国、新东方、腾讯、比亚迪、百度、阿里至多涨超0.9%，理想跌 0.3%，小马智行跌0.9%，文远知行跌3.8%。 美股三大指数集体收涨，纳指涨0.78%，标普500指数涨0.56%，道指涨0.26%。大型科技股普涨，英伟达、奈飞、亚马逊涨超1%，苹果、特斯拉、谷歌、 Meta小幅上涨。美股黄金概念股集体上涨，泛美白银涨超3%，哈莫尼黄金、金田涨超1%。 ...

Group 1 - Riot Platforms (RIOT.US) shares rose over 5%, reaching $15.4 [1] - Activist investor Starboard Value is urging Riot Platforms to accelerate its transition to artificial intelligence data centers [1] - The company is positioned favorably to capitalize on the growing demand for artificial intelligence infrastructure [1]

花旗将Palo Alto Networks的目标价从235美元下调至210美元，维持"买入"评级。(格隆汇) ...

Core Viewpoint - Pinterest has raised its first-quarter revenue guidance following the acquisition of the connected TV (CTV) advertising platform tvScientific, indicating a positive outlook for the company's financial performance [1] Group 1: Revenue Guidance - The company now expects first-quarter revenue to be between $958 million and $978 million, an increase from the previous estimate of $951 million to $971 million [1] - This adjustment reflects the anticipated benefits from the integration of CTV into its Performance+ AI optimization tools [1] Group 2: Strategic Acquisition - The acquisition of tvScientific allows Pinterest to integrate CTV into its advertising capabilities, enhancing automated media buying and machine learning optimization for ad campaigns [1] - The integration aims to provide more certainty across screens in advertising efforts [1]