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美股异动丨大型科技股集体走强,谷歌A涨超4%
Ge Long Hui· 2026-02-20 16:09
大型科技股集体走强,谷歌A涨超4%,亚马逊涨2.8%,奈飞、英伟达涨超1%,苹果涨0.7%。 ...
巴克莱下调CrowdStrike目标价至550美元
Ge Long Hui· 2026-02-20 15:42
巴克莱将CrowdStrike的目标价从610美元下调至550美元。 ...
天立国际控股(01773.HK)获主席兼行政总裁罗实增持380万股
Ge Long Hui· 2026-02-20 15:08
Core Viewpoint - Tianli International Holdings (01773.HK) announced that its Executive Director, Chairman, and CEO, Luo Shi, purchased a total of 3.8 million shares of the company on the open market, representing approximately 0.18% of the total issued shares as of the announcement date [1] Group 1 - Luo Shi acquired the shares at an average price of approximately HKD 2.64 per share [1] - Following the purchase, Luo Shi holds a total of 932,834,569 shares, which accounts for about 44.64% of the company's total issued shares, excluding 13,227,000 shares that have been repurchased but not yet canceled, and 6.5 million shares held in treasury [1] - Luo Shi has also been granted 30 million stock options under the stock option plan, which allows him to subscribe for 30 million shares, although these options have not been exercised as of the announcement date [1]
天立国际控股(01773.HK)2月20日耗资54.2万港元回购20万股
Ge Long Hui· 2026-02-20 14:49
格隆汇2月20日丨天立国际控股(01773.HK)公告,2月20日耗资54.2万港元回购20万股。 ...
升能集团(02459.HK)完成配售2.28亿股
Ge Long Hui· 2026-02-20 14:49
Group 1 - The company announced the successful completion of the placement agreement conditions on February 20, 2026 [1] - A total of 228 million placement shares were successfully allocated to no less than six (6) subscribers [1] - The placement price was set at HKD 0.083 per share [1]
美股三大指数集体低开,英伟达跌超1%
Ge Long Hui· 2026-02-20 14:38
美股开盘,三大指数集体低开,纳指跌0.62%,标普500指数跌0.36%,道指跌0.38%。 英伟达跌超1%,英伟达正与OpenAI进行深入谈判,拟投资高达300亿美元。 Blue Owl Capital续跌超5%,旗下某只私募信贷基金赎回遭限制,引发市场担忧。 纽曼矿业跌超2%,Q4盈利下滑,拟投资14亿美元开发Newcrest相关资产。 (格隆汇) 美国第四季度经济增长放缓,12月核心PCE物价指数同比增长3%超预期,美国总统特朗普再次呼吁美 联储降息。 ...
大摩首予GE航空航天"增持"评级
Ge Long Hui· 2026-02-20 14:10
摩根士丹利首次覆盖GE航空航天公司,给予"增持"评级及目标价425美元。 ...
易鑫集团(02858.HK)拟3月5日举行董事会会议以审批年度业绩
Ge Long Hui· 2026-02-20 14:01
格隆汇2月20日丨易鑫集团(02858.HK)公告,谨定于2026年3月5日(星期四)举行董事会会议,藉以考虑 及通过事项包括刊发集团截至2025年12月31日止年度的年度业绩公告,及考虑派发末期股息(如有)。 ...
IDC发布2025年Q4智能手机数据:联想摩托罗拉营收同比增长超10% 重回海外市场Top4
Ge Long Hui· 2026-02-20 13:57
Core Insights - Lenovo Motorola has shown strong performance in overseas markets, with a revenue growth of 10.7% year-on-year, ranking 4th in global smartphone revenue outside of China and 5th in shipment volume [1] - The global smartphone market revenue outside of China reached $132.5 billion in Q4 2025, reflecting an 11.1% year-on-year growth, surpassing IDC's previous forecast of 7.4% [1] - Lenovo Motorola achieved a revenue of $4.2 billion in this market, holding a 3.2% market share, tying with OPPO and surpassing Google and vivo [1] Revenue and Shipment Performance - The global smartphone shipment volume outside of China reached 261.2 million units, with a year-on-year increase of 3.3% [1] - Lenovo Motorola's shipment volume was 16.4 million units, growing by 8.6%, and its market share increased to 6.3%, moving up 2 positions to 5th [1] - In the global market, Lenovo Motorola's shipment volume reached 16.76 million units, with a year-on-year growth of 9.4%, maintaining an 8th position with a 5.0% market share [1] Regional Performance - North America and Latin America are key growth drivers for Lenovo Motorola, with the U.S. market revenue increasing by 12.4% and holding a 3.4% market share [2] - Latin America saw a revenue growth of 13.2%, with Brazil holding a 20.8% market share and Mexico experiencing a revenue increase of 48.9% [2] - The European market also performed well, with a revenue growth of 13.9% and a market share of 1.9% [2] Strategic Insights - Lenovo Motorola's strong growth is attributed to a clear market strategy, leveraging Lenovo's global supply chain and operational channels to penetrate the mid-to-low-end markets [2] - The Moto G series has become a key volume driver, while the moto razr series has captured significant market share in the global foldable market, enhancing brand premium [2] - The global smartphone market is gradually recovering, with high-end and AI features becoming core growth points, positioning Lenovo Motorola for continued growth in 2026 [2]
致浩达控股(01707.HK):Lawrence James Edwards获委任为独立非执行董事
Ge Long Hui· 2026-02-20 13:55
格隆汇2月20日丨致浩达控股(01707.HK)公告,经提名委员会推荐,Lawrence James Edwards已获委任为 独立非执行董事,自2026年2月20日起生效。 ...