格隆汇2月15日丨中远海发(02866.HK)公布，公司所属子公司为合理控制利率、汇率风险，秉持中性的 风险管理原则，拟开展货币类金融衍生业务，交易品种包括利率掉期、外汇远期等，2026 年度交易额 度为 23 亿美元、18 亿元人民币，该年度金融衍生业务的发生规模不超过上述额度，不涉及保证金和权 利金。上述额度业务开展期限为 2026 年 2 月 13 日至2026 年12 月31 日。 ...

格隆汇2月15日丨嘉进投资国际(00310.HK)公告，公司于2026年1月31日每股股份的未经审核综合资产净 值约为0.029港元。 ...

Core Viewpoint - Yum China Holdings, Inc. announced the grant of equity incentives under its 2022 Long-Term Incentive Plan, involving stock appreciation rights, restricted stock units, and performance stock units to several recipients, including its CEO [1] Group 1: Equity Incentives - The company granted a total of 190,046 stock appreciation rights and 477,790 restricted stock units, with 86,282 restricted stock units awarded to CEO Joey Wat [1] - Additionally, 305,204 performance stock units were granted, with 103,538 units specifically awarded to Joey Wat [1] Group 2: Board Appointments - The company disclosed that Wei Zhe was appointed as a member of the Nomination and Governance Committee, effective December 12, 2025 [1] - On the grant date, the company awarded 86 shares to Wei Zhe as part of his compensation for serving on the committee from December 2025 to May 2026, calculated on a pro-rata basis [1]

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]