2026年开年以来，韩国投资者再度加码布局中国港股资产，人工智能大模型龙头MiniMax-WP成为其年 内买入金额最高的港股标的。 韩国散户对海外股票的投资热度持续攀升。2025年12月韩国金融监督服务局公布的中期调查结果显示， 2025年1月至11月，韩国12家头部证券公司海外股票交易佣金达1.95万亿韩元，较上一年同期增长两倍 多，创历史新高；散户海外投资相关外汇手续费收入同步增长超两倍。 花旗银行在最新策略报告中表示，在亚股中看好中国市场，认为中国企业每股盈利预测修订趋势较佳、 估值合理，且将在人工智能等结构性主题中受益。高盛维持对中国股票的"高配"评级，预测未来10年AI 普及将推动中国整体盈利每年提升2.5%，同时预计未来一年可能有超过2000亿美元的资金流入中国股 市。 公开信息显示，MiniMax-WP于2026年1月9日登陆香港联交所主板，上市阶段便获得市场高度关注。其 公开发售部分获得1837倍超额认购，国际发售部分获37倍认购，吸引机构与散户投资者共同参与。 对比2025年投资偏好，韩国股民今年的布局方向出现明显调整。2025年韩国股民买入金额最高的港股为 小米集团，年内买入金额达8775 ...

Group 1 - The CEO of Unilever indicated that the price increase for this year is expected to be around 2% [1]

期货合约涨跌幅%现价（元）成交额欧线集运主连6.41258.922.35亿元碳酸锂主连3.66149420.0455.23亿 元尿素主连2.791843.0125.10亿元豆一主连2.494613.0134.65亿元沪镍主连1.79139610.0608.64亿元苹果主 连1.739739.093.19亿元胶版纸主连1.714166.09.95亿元鸡蛋主连1.563200.048.01亿元菜粕主连 1.412303.089.26亿元中证500股指主连1.358448.81167.35亿元 当日收盘领跌品种 2月12日，国内期货收盘多数下跌，丁二烯胶主连下跌1.93%，棕榈油主连、钯主连、硅铁主连、乙二 醇主连跌超1.0%；欧线集运主连上涨6.4%，碳酸锂主连、尿素主连涨超2.5%。 当日收盘领涨品种 本文源自：市场资讯 作者：行情君 期货合约涨跌幅%现价（元）成交额丁二烯胶主连-1.9312715.081.78亿元棕榈油主连-1.58782.0291.01亿 元钯主连-1.48430.0512.81亿元硅铁主连-1.475500.036.22亿元乙二醇主连-1.143723.075.21亿元铂主 连-1.05 ...

本文源自：金融界AI电报 网易-S跌3.590%，海底捞跌3.603%，携程集团-S跌3.989%，美团-W跌4.502%，联想集团跌4.666%，金 蝶国际跌4.979%，百威亚太跌5.569%。 ...

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 0.86% to 27,032.54 points, the Hang Seng Tech Index down 1.65% to 5,408.98 points, and the National Enterprises Index decreasing by 1% to 9,175.18 points [1] - Major technology stocks saw a collective drop, including Alibaba down 0.94%, Tencent down 2.28%, and Meituan down 4.5% [1] Sector Performance - Semiconductor stocks surged, with Zhaoyi Innovation rising over 20% and Wallen Technology increasing nearly 10% [1] - AI application stocks saw significant gains, particularly Zhiyuan, which spiked over 41% after the release of its new model GLM-5 [2] - Defensive sectors performed well, with Jiaxin International Resources rising over 4% and achieving a new listing high, while rare earth prices supported the performance of Jinli Permanent Magnet, which rose over 4% [3] Individual Stock Movements - Bole Electric experienced a dramatic increase of over 130%, driven by demand growth in the data center sector [5] - Tigermed Pharmaceutical's stock fell nearly 5% despite a projected net profit increase of 105% for 2025, as its core CRO business showed a decline [5] Analyst Insights - Analysts from CICC noted that the recent market pullback is due to a combination of factors including hawkish Fed expectations and concerns over AI capital expenditure returns [6] - Dongwu Securities suggested a defensive strategy due to reduced trading volume and heightened market caution [6] - Analysts from Guangfa Securities indicated that the Hong Kong market may see a temporary rise following the Lunar New Year, but warned of potential risks post-holiday [6]

本文源自：金融界AI电报 梅赛德斯-奔驰股价在财报公布后下跌5.3%。 ...

天眼查显示，近日，亚信精密科技（惠州）有限公司成立，法定代表人为刘辉，注册资本1000万港元， 由亚信科技实业（香港）有限公司全资持股。 企业名称亚信精密科技（惠州）有限公司法定代表人刘辉注册资本1000万港元国标行业制造业>专用设 备制造业>电子和电工机械专用设备制造地址博罗县园洲镇沥西经济联合社振兴大道"基围笃"企业类型 有限责任公司(港澳台法人独资)营业期限2026-2-11至无固定期限登记机关博罗县市场监督管理局 本文源自：市场资讯 作者：情报员 序号股东名称持股比例1亚信科技实业（香港）有限公司100% 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；五金产品研发；五金产 品制造；五金产品零售；塑料制品制造；塑料制品销售；橡胶制品制造；橡胶制品销售；模具制造；模 具销售；电子元器件制造；电子元器件批发；电子元器件零售；电力电子元器件制造；电力电子元器件 销售；互联网销售（除销售需要许可的商品）；机械设备销售；机械设备研发；通用设备制造（不含特 种设备制造）；专用设备制造（不含许可类专业设备制造）；国内贸易代理；技术进出口；货物进出 口。（除依法须经批准的项目外，凭营业执照依法自 ...

京东外卖宣布扶持餐饮商家的"双百计划"取得阶段性进展：正式启动半年来，已有近400个餐饮品牌在 京东外卖订单量突破百万，这一规模较半年前翻倍增长。此外，京东外卖宣布"双百计划"迎来扶持举措 升级，通过流量扶持、爆品运营、营销玩法三大升级，2026年将助力更多品质好商家做好生意。 ...

Core Viewpoint - The company has agreed to transfer its 14.5455% stake in China New Transportation through a public listing, optimizing resource allocation by divesting a non-core asset [1] Group 1: Transaction Details - The stake transfer was approved on October 29, 2025, and the public listing commenced on November 20, 2025 [1] - The transaction was completed with Shengxin Investment as the buyer, and a contract was signed through the Xinjiang Property Rights Exchange [1] - The transfer price was set at 8.8238 million yuan, with Shengxin Investment having paid a deposit of 3.49 million yuan that can be deducted from the total [1] Group 2: Implications of the Transaction - The transaction does not constitute a related party transaction or a major asset restructuring [1] - Post-transaction, the company will no longer hold any equity in China New Transportation, indicating a strategic shift in asset management [1]

Core Viewpoint - The report from Huachuang Securities indicates that Xiechuang Data is expected to see significant growth in its 2025 performance, driven by the rapid development of its intelligent computing business [1] Group 1: Business Focus and Growth - The company continues to focus on "intelligent computing + data storage + server remanufacturing + AIoT smart terminals," which is accelerating the delivery of key products and projects, leading to rapid revenue growth [1] - The server procurement amount for 2025 is projected to exceed 20 billion yuan, indicating a strong upward trajectory for the intelligent computing business [1] Group 2: Financial Projections - The company has deepened its enterprise-level storage layout and established supply cooperation with multiple original manufacturers [1] - Based on the market conditions for storage and computing leasing, the company's computing leasing and enterprise-level storage business is expected to drive significant performance growth, with adjusted net profit forecasts of 1.182 billion, 2.532 billion, and 4.054 billion yuan for 2023, 2024, and 2025 respectively [1] Group 3: Valuation and Rating - The report assigns price-to-earnings (PE) ratios of 65x for the storage business, 39x for the computing leasing business, and 23x for the IoT business for 2026, with a target price of 299.88 yuan, maintaining a "strong buy" rating [1]