Jin Rong Jie
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星展:新加坡非石油国内出口近期表现可能波动
Jin Rong Jie· 2026-02-16 02:29
星展集团高级经济学家Chua Han Teng表示,鉴于第一季度通常存在与春节假期相关的波动,新加坡非 石油国内出口的近期表现可能会出现波动。1月份非石油国内出口的增长是由电子产品国内出口激增推 动的。电子产品出口的优异表现近期可能持续,并将受到持续的全球 人工智能相关有利因素,以及对 服务器产品和 存储芯片需求的支撑。然而,受全球范围内美国较高关税的持续和滞后影响,非电子产 品非石油国内出口可能面临下行压力。 ...
机构:马来西亚服务业增长势头或将延续至第一季度
Jin Rong Jie· 2026-02-16 02:29
联昌国际经济学家Chew Khai Yen和Michelle Chia报告称,在政府现金援助计划、节庆支出和旅游活动 的推动下,马来西亚的服务业增长势头可能会延续至第一季度。他们将2026年GDP增长预测从此前的 4.4%上调至4.5%,这反映了进入第一季度的势头更为强劲,但其影响部分被下半年的基数较高所抵 消。这些经济学家维持其看法,认为马来西亚央行到2026年底将维持2.75%的利率不变,因为温和的通 胀前景为按兵不动提供了空间。 ...
优步2026年欧洲扩张 目标新增10亿美元总预订量
Jin Rong Jie· 2026-02-16 02:29
Group 1 - The company plans to expand its food delivery business into seven new European markets by 2026, including the Czech Republic, Greece, and Romania [1] - Additional markets for expansion include Austria, Denmark, Finland, and Norway, with an expected increase of $1 billion in gross bookings over the next three years [1] - The global head of delivery at the company highlighted strong demand from merchants and consumers for the platform, indicating a need to raise standards and provide better value for the category [1] Group 2 - The company has agreed to acquire the delivery division of Turkish company Getir from its UAE shareholder Mubadala to strengthen its operations in Turkey [1]
中央气象台今日10时继续发布寒潮蓝色预警
Jin Rong Jie· 2026-02-16 02:29
中央气象台2月16日10时继续发布寒潮蓝色预警:受强冷空气影响,预计,2月16日14时至17日08时,江 南中南部和东部、贵州东南部、华南北部和西部等地将降温6~8℃,局地降温可达10℃。2月17日凌晨最 低气温0℃线将南压到江淮至江汉中部一带。 ...
“图模融合第一股”海致科技(02706)上市次日涨超30% 产业级AI智能体赛道增长潜力巨大
Jin Rong Jie· 2026-02-16 02:25
Company Overview - Haizhi Technology (02706) experienced a significant stock price increase of over 30% on its second day of trading, reaching a high of 123.3 HKD, which is more than 3.5 times its IPO price of 27.06 HKD [1] - As of the latest update, the stock is trading at 121 HKD with a transaction volume of 1.23 million HKD [1] Product and Technology - Haizhi Technology is a leading provider of industrial-grade artificial intelligence solutions in China, focusing on graph-model integration technology [1] - The company has developed two core product matrices: the Atlas Graph Solution and the Atlas Intelligent Agent [1] - The Atlas Graph Solution includes the DMC Data Intelligence Platform, Atlas Knowledge Graph Platform, and AtlasGraph Database, enabling multi-source data integration, knowledge graph construction, and complex relationship analysis [1] - The Atlas Intelligent Agent combines large language model reasoning capabilities with the accuracy of knowledge graphs, empowering enterprises with intelligent automation and scenario-based reasoning [1] Market Growth and Potential - The industrial-grade AI solution market in China is in a rapid expansion phase, with a projected compound annual growth rate (CAGR) of 44.6% from 2025 to 2029, increasing from 65.4 billion CNY to 286.1 billion CNY [2] - The market for integrated knowledge graph industrial-grade AI agents is expected to see a staggering CAGR of 140.0% from 2024 to 2029, growing from 200 million CNY to 13.2 billion CNY [2] - Haizhi Technology is positioned in a high-growth segment with significant barriers to entry in the graph-model integration technology field, indicating strong long-term development support [2]
港股AI应用板块集体走强,Seedance 2.0引爆版权治理新需求,摩根大通斥资约7691万港元增持阜博集团
Jin Rong Jie· 2026-02-16 02:25
Group 1 - The AI application sector in Hong Kong saw active performance on February 16, with stocks like Fubo Group (03738.HK), Haizhi Technology Group (02706.HK), and Zhipu (02513.HK) showing significant strength due to multiple positive catalysts [1] - ByteDance's video generation model Seedance 2.0 has been integrated into the Doubao App, allowing users to generate 5 or 10-second videos through a prompt input, showcasing improvements in physical realism, consistency, and instruction comprehension [1] - Huachuang Securities reports that AI video generation is transitioning from entertainment to precise industrial production, with new models significantly reducing waste rates and overall production costs [1] Group 2 - The rise of Seedance 2.0 has introduced new challenges in copyright management, with concerns over unauthorized AI-generated movie clips and celebrity likenesses leading to disputes over portrait rights [2] - Fubo Group has launched the Vobile MAX™ platform for element-level rights management, capable of accurately identifying and tracking AI-generated content across the internet, aiding creators in monetizing their work [2] - Morgan Stanley increased its stake in Fubo Group by acquiring 14.92 million shares at an average price of HKD 5.1537, raising its holding from 4.57% to 5.15% [2] Group 3 - Zhipu recently released its next-generation flagship model GLM-5, achieving state-of-the-art performance in coding and agent capabilities [3] - Zhipu has withdrawn its previous guidance filing and is reapplying for registration, aiming to list on the Sci-Tech Innovation Board with new advisory firms [3]
港股异动丨黄金股多数走强 灵宝黄金、老铺黄金涨超6%
Jin Rong Jie· 2026-02-16 02:10
Group 1 - The core viewpoint of the news is that several gold mining companies, including Lingbao Gold and Laopu Gold, experienced significant stock price increases following the announcement of the latest quarterly review results by the Hang Seng Index Company [1] - Lingbao Gold and Laopu Gold saw their stock prices rise over 6%, while Shandong Gold increased by 4% and Zijin Mining by 3% [1] - The inclusion of Ningde Times, Luoyang Molybdenum, and Laopu Gold in the Hang Seng Index, along with Lingbao Gold's addition to the Hang Seng Composite Index, contributed to the positive market reaction [1]
恒生科技指数跌超1%,阿里巴巴跌2.7%,小米集团跌3.09%
Jin Rong Jie· 2026-02-16 01:57
恒生科技指数延续下跌,跌幅扩大至1.22%,现报5294.94点。 华泰证券研报指出,港股上周先扬后抑。一方面,以全球"再通胀"交易与AI国产应用的升级为催化,有色等资源品、国产算力链与部分软件迎来反弹。另一 方面,AI格局在上市和非上市企业间的变化以及电商巨头内卷加剧的担忧压制权重股的表现。当前市场波动依然较高,本周适逢春节假期,影响市场的主 要因素或来自美股、春节期间消费、AI进展等。美股短期内或延续AI主线分化和高低切特征,对市场风偏影响中性;但国内消费高频数据和AI模型等已有 新进展。综合来看,建议均衡配置,短期重点关注直接受益于AI进展的存储等半导体硬件、特色消费α以及电气设备(新增)。 港股频道更多独家策划、专家专栏,免费查阅>> 责任编辑:栎树 大型科技股中,阿里巴巴-W跌2.7%,腾讯控股跌0.28%,京东集团-SW跌2.07%,小米集团-W跌3.09%,网易-S涨0.7%,美团-W跌1.77%,快手-W跌2.19%, 哔哩哔哩-W跌1.75%。 ...
春节档总票房破4亿,《飞驰人生3》领跑预售,影视股提前“抢跑”
Jin Rong Jie· 2026-02-16 01:51
据猫服专业版数据,截至2月15日22时左右,2026年春节档档期总票房已突破4亿元,新片预售票房则已超过3.7亿元。在一片"开门红"预期中,《飞驰人生 3)表现尤为抢服,预售票房大幅领先第二名《惊蛰无声》,《镖人:风起大漠》《熊出没·年年有熊》《星河入梦》则紧随其后,位列第三至第五位。 猫眼榜单 > 026春节档新片票房 2026年02月15日至02月23日 2026-02-16 09:35:57 档期票房榜单 飞驰人生3 累计猫眼想看96.5万 映前1天 首日预售708C 首日排片146' 票房 17646. 首日预售15032 首日排片166: 惊蛰无声 累计猫眼想看38.3万 映前1天 8403.1 40059. t 今年春节档影片类型丰富,涵盖喜剧、动作、动画、科幻等多种题材,阵容堪称"顶配"。《惊蛰无声》围绕国安小组调查重要情报外泄展开,讲述一场无声 的较量;《镖人:风起大漠》聚焦大漠镖客护送神秘人回长安的惊险旅程;《飞驰人生3》则把镜头对准最后一届巴音布鲁克拉力赛落幕之后,赛车手回归 现实、开启新的人生征程;《星河入梦》构建了一个近未来虚拟梦境系统"良梦",展开一场脑洞大开的冒险;《熊猫计划之部落 ...