格隆汇2月12日丨金禄电子(301282.SZ)在投资者互动平台表示，公司PCB有应用于工业机器人领域，但 其目前不是公司产品的主要应用领域。 ...

Core Insights - Walmart (WMT.US) has been included in the 2026 "Global Vision" Top Ten Core Assets list by Gelonghui, leading to a nearly 3% increase in its stock price during trading, reaching a historical high of $132.43 [1] - The company's market capitalization has surpassed $1 trillion again, joining the "trillion-dollar club" typically dominated by large technology firms [1] - Year-to-date, Walmart's stock price has increased by approximately 19%, significantly outperforming the S&P 500 index, which has risen by about 1.5% during the same period [1]

Core Viewpoint - Albemarle Corporation (ALB.US), the world's largest lithium producer, experienced a decline of over 5%, trading at $166.4. The company reported a 16% year-over-year increase in sales for Q4, reaching $1.428 billion, surpassing analyst expectations of $1.348 billion. However, it also reported a net loss of $455.9 million, compared to a net profit of $33.6 million in the same period last year. The adjusted loss per share was $0.53, worse than the anticipated loss of $0.41 per share. Additionally, the company announced the idling of the remaining operational train 1 at its Kemerton lithium processing plant in Western Australia [1][1][1]. Financial Performance - Q4 sales increased by 16% year-over-year to $1.428 billion, exceeding analyst expectations of $1.348 billion [1][1][1] - The company reported a net loss of $455.9 million, contrasting with a net profit of $33.6 million in the same quarter last year [1][1][1] - Adjusted loss per share was $0.53, compared to the expected loss of $0.41 per share [1][1][1] Operational Changes - Albemarle announced the idling of the remaining operational train 1 at its Kemerton lithium processing plant in Western Australia [1][1][1]

格隆汇2月12日丨飞天云动(06610.HK)公告，根据对集团截至2025年12月31日止年度("2025财年")的未经 审核综合管理账目及董事会目前可得其他资料的初步评估，集团预期将录得除税前亏损不少于约人民币 3.63亿元，较截至2024年12月31日止年度报告的除税前亏损约人民币4485万元大幅增加。 除税前亏损增加主要归因于各项关键因素，包括(其中包括)，(i)贸易应收款项相关减值亏损大幅增加， 录得不少于约人民币1.1亿元，较2024财年增加不少于约人民币9300万元。该等减值的最终数额将根据 适用会计准则由独立估值师对应收款项可收回性进行全面评估，并由公司核数师审阅后厘定；(ii)销售 及分销开支增加，录得不少于约人民币1.3亿元，较2024财年增加不少于约人民币4200万元。该变动主 要由于第三方服务供应商的营销开支增加所致，反映公司致力于加强推出及推广集团的服务及平台；及 (iii)研发开支增加，录得不少于约人民币2.3亿元，较2024财年增加不少于约人民币1.46亿元。该增加主 要归因于扩充集团各类研发项目技术储备的投资大幅增加。 ...

Core Viewpoint - The company,沃尔核材, announced a global offering of 139,988,800 H-shares at a price of HKD 20.09 per share, with net proceeds amounting to HKD 2.734 billion [1] Group 1: Offering Details - The Hong Kong public offering accounted for 10% of the total shares offered, with a subscription rate of 569.58 times [1] - The international offering made up 90% of the total shares, with a subscription rate of 8.19 times [1] - The global offering is expected to become unconditional by February 13, 2026, at 8:00 AM Hong Kong time [1] Group 2: Trading Information - H-shares are anticipated to commence trading on the Hong Kong Stock Exchange on February 13, 2026, at 9:00 AM Hong Kong time [1] - H-shares will be traded in lots of 200 shares, with the stock code being 9981 [1]

Core Viewpoint - The company, Health Road (02587.HK), anticipates significant revenue and profit growth for the fiscal year ending December 31, 2025, compared to the previous year, driven by strategic adjustments and operational efficiencies [1][2]. Group 1: Financial Projections - The company expects to achieve a revenue of no less than RMB 1.5 billion for the fiscal year 2025, representing a growth of at least 25% compared to the fiscal year 2024 [1]. - The anticipated profit for 2025 is projected to be no less than RMB 50 million, a significant turnaround from a net loss of RMB 269 million in 2024 [1]. Group 2: Revenue Growth Drivers - Content service revenue is expected to increase from RMB 577 million in 2024 to at least RMB 800 million in 2025, attributed to strategic adjustments such as resource integration and new service models [2]. - Information technology service revenue is projected to grow from RMB 296 million in 2024 to at least RMB 350 million in 2025, driven by growth in big data technology services and the launch of AI software products [2]. - The company's self-developed AI software products are expected to contribute approximately RMB 30 million in revenue in their first year of launch in 2025 [2]. Group 3: Operational Efficiency - The total operating expenses, including administrative, sales, and research expenses, accounted for about 29% of revenue in 2024, with a decrease in this percentage anticipated for 2025 as the business expands [2].

Core Viewpoint - FedEx (FDX.US) shares rose over 3%, reaching a record high of $378.75, driven by strong earnings expectations and ambitious financial targets for fiscal year 2029 [1] Financial Performance - FedEx anticipates adjusted earnings of $3.99 for the third fiscal quarter ending in February, surpassing market expectations [1] Future Financial Goals - The company has set financial targets for fiscal year 2029, including consolidated revenue of $98 billion, operating income of $8 billion, and an operating margin of 8% [1]

美国电力(AEP.US)涨3.7%，报126.78美元，创下历史新高。消息面上，美国电力公司公布2025年第四季 度业绩，营收为53.1亿美元，超过分析师预期的49.9亿美元；调整后每股收益为1.19美元，亦超过分析 师预期的1.14美元，原因是超大型企业推动电力需求激增。公司表示，将扩大五年资本支出计划，使其 超过720亿美元。(格隆汇) ...

Core Viewpoint - Viking Therapeutics (VKTX.US) shares surged over 15%, reaching $32.9, following the announcement of advancing its experimental weight loss drug VK2735 into late-stage research in Q3 of this year [1] Group 1 - The company plans to move VK2735, a weight loss pill, into late-stage research [1] - Mid-stage research indicates that a low-dose oral treatment strategy can effectively maintain weight [1]

格隆汇2月12日丨宁德时代(03750.HK)公告，宁德时代新能源科技股份有限公司(以下简称"发行人")面向 专业机构投资者公开发行(不超过)人民币50亿元(含50亿元)的公司债券已于2026年2月6日获得中国证券 监督管理委员会注册批复(证监许可〔2026〕234号)。宁德时代新能源科技股份有限公司2026年面向专 业投资者公开发行科技创新公司债券(第一期)(以下简称"本期债券")发行规模为30亿元，发行价格为每 张100元，采取网下面向专业机构投资者询价配售发行的方式。 本期债券发行时间为2026年2月12日，具体发行情况如下：本期债券的发行规模为30亿元，票面利率为 1.69%，认购倍数为2.48。 ...