韩国 综合指数收涨1.00%，报5354.49点，为连续第三日收涨；LG电子和金融股走高。LG电子股价上涨 23%，收于127,900韩元/股，过去1个月累计大涨43%。 ...

建滔积层板涨超11%，创科实业涨超5%，建滔集团涨超4%。 ...

Group 1 - Spot silver has increased by over 3%, currently priced at $83.86 per ounce [1] - New York futures gold has surpassed $5,090 per ounce, with a daily increase of 1.18% [1]

Market Overview - The A-share market showed mixed performance on February 11, with the Shanghai Composite Index closing up by 3.61 points, a 0.09% increase, while the Shenzhen Component Index fell by 49.69 points, down 0.35%, and the ChiNext Index decreased by 35.80 points, down 1.08% [1] - The total trading volume of the Shanghai and Shenzhen markets fell below 2 trillion yuan for the first time in 31 trading days, with over 3,200 stocks declining [1] Sector Performance - The chemical sector has shown strong performance recently, with stocks like Jihua Group hitting the limit up for four out of five days, and other companies such as Taihe New Materials and Baichuan Co. also reaching the limit up [1] - The glass fiber sector experienced a surge, with leading companies like International Composites and China Jushi hitting the limit up due to price increases for electronic cloth [1] - The non-ferrous metals sector was active, particularly tungsten concepts, with Xianglu Tungsten Industry hitting the limit up [1] - The tourism sector declined, with Haikan Co. dropping over 11% [1] Price Increase Themes - The strongest market theme was the "price increase," with small metals, dyes, and electronic cloth driving the surge in the non-ferrous metals and chemical sectors [2] - The non-ferrous metals sector saw significant gains, particularly in gold, zinc, and copper, driven by global supply chain restructuring and the rise of emerging industries [2] - The chemical and dye sectors continued to rise, with Zhejiang Longsheng's dye prices increasing by 5,000 yuan per ton [2] Emerging Themes - The electronic cloth theme emerged strongly, with International Composites and China Jushi both hitting the limit up [3] - The commercial aerospace sector showed signs of recovery, with companies like Zengsheng Technology hitting the limit up, supported by upcoming rocket launches and a commercial aerospace industry development conference [3] - The computing power leasing concept also saw gains, with Nanjing Xingsheng hitting the limit up, driven by positive sentiment from Cloudflare's strong performance in the US market [3] Institutional Insights - Minsheng Securities noted that the market is likely to shift towards small and medium growth stocks as the holiday effect approaches, suggesting to seize opportunities before the Spring Festival [4] - BlackRock's CIO emphasized that the continuation of the A-share bull market depends on four conditions, including liquidity, profit realization, policy support, and reduced geopolitical risks [4] - China Galaxy Securities highlighted the potential for significant box office releases during the upcoming Spring Festival, while also noting advancements in AI video tools that could empower the film industry [4]

明基医院(02581.HK)跌1.07%，报3.6900港元，股价创历史新低，总市值11.51亿港元。 本文源自：金融界AI电报 ...

Group 1 - The core viewpoint of the article highlights the historical trend of the Hong Kong stock market, particularly the Hang Seng Index, which shows an 82% probability of rising in the three trading days before the Lunar New Year, while the post-holiday performance does not exhibit a significant calendar effect, with a rise probability between 40% and 60% [1] Group 2 - The recent decline in Hong Kong's AI sector since January 30 is attributed to global AI adjustments and various disturbances such as antitrust investigations, marketing activities during the Lunar New Year, tax rate changes, and geopolitical risks [3] - Antitrust investigations are seen as isolated incidents that can help set operational standards for the industry, while marketing during the Lunar New Year is expected to broaden the customer base and enhance AI product iterations [3] - The Hong Kong Internet ETF (513770) passively tracks the CSI Hong Kong Internet Index, with its top ten holdings including major tech giants like Alibaba, Tencent, and Xiaomi, which collectively account for nearly 77% of the fund [4] Group 3 - The top ten weighted stocks in the Hong Kong Internet ETF include Alibaba (14.71%), Tencent (14.64%), Xiaomi (12.29%), Kuaishou (4.21%), and Bilibili (3.82%), among others, indicating a strong concentration in leading technology and AI application companies [6]

2月9日，快手电商正式启动"达人拜年会"新春主题活动，春节期间全程不打烊，新春福利送不停。2月9日至23日，平台电商达人将轮番开播，陪伴广大老铁 欢度祥和中国年。活动期间，达人直播间还将累计送出100000份新春定制好礼，助力老铁轻松选购高性价比年货。此外，用户下单即可享受48小时极速发货 服务。即日起，上快手搜索「春节不打烊」，锁定直播日历，跟着主播囤年货好礼过大年。 关键词阅读：快手 电商 春节不打烊 责任编辑：栎树 在首场拜年会之后，快手电商还将携手蛋蛋、徐婕、一只璐、李宣卓、村里的初七、夏公子、小瑜家鲜果、老板娘原创设计、陈一娜、唐山泡泡龙、阿敏子 女装工厂、真姐定制、安九、小然教搭配等15位头部主播给快手老铁新春拜年，并在达人直播间带来"超值好物福利购、谷雨专场1元秒杀、10万单爆款限时 低价秒杀、千单白酒低价秒杀、海鲜宠粉专场梭子蟹免费赠送"等超丰富的新春福利活动，让年味更浓、实惠更多。 活动期间，用户在快手搜索「春节不打烊」，可跳转至春节营销站内活动页面，热销年货将直降88折，叠加平台补贴优惠，用户到手可低至75折。同时，每 日0点、10点、16点、20点，用户还可参与茅台、华为手机等大牌超值爆 ...

责任编辑：山上 韩国KOSPI指数收涨1.00%，报5354.49点。日本股市今日休市一日。 股票频道更多独家策划、专家专栏，免费查阅>> ...

Core Insights - The collaboration in the AI pharmaceutical sector has significantly accelerated entering 2026, with notable partnerships being formed, including a recent agreement between Insilico Medicine and Kangzheng Pharmaceutical for AI-driven drug development [1][3]. Company Overview - Insilico Medicine, founded in 2014, is an AI-driven innovative pharmaceutical company that relocated from the U.S. to Hong Kong in 2019. It has developed over 20 clinical or IND assets through its generative AI platform, Pharma.AI [2]. - The company successfully went public on the Hong Kong Stock Exchange in December 2025, marking the largest biotech IPO in the Hong Kong market for that year [2]. Recent Collaborations - The recent partnership with Kangzheng Pharmaceutical is the fourth deal Insilico Medicine has secured in 2026, with total payments from previous collaborations amounting to $42 million, contributing to a cumulative total exceeding $1 billion across various therapeutic areas [3]. - Other collaborations include partnerships with Shiweya, Hengtai Biotech, and Qilu Pharmaceutical, focusing on oncology, central nervous system, and autoimmune diseases [3]. Industry Trends - The surge in collaborations indicates a shift from "proof of concept" to "commercial realization" in AI pharmaceuticals, with traditional pharmaceutical companies increasingly adopting AI technologies due to their efficiency and cost advantages [3][4]. - Insilico Medicine's AI platform significantly reduces the time required to identify clinical candidates from an average of 4.5 years to 12-18 months, while also decreasing the number of synthesized molecules and associated costs [4]. Cost Efficiency - Traditional drug development requires synthesizing hundreds to thousands of molecules, whereas Insilico Medicine only needs to synthesize dozens to a few hundred, reducing costs from over $10 million to approximately $2-3 million [4]. Industry Sentiment - A report cited by Guosheng Securities indicates that 85% of surveyed company leaders are increasing investments in AI, with 70% considering it a top priority. There is a notable shift towards collaboration or acquisition of external AI solutions rather than in-house development [4].

2月10日，港股上市平台环球印馆（08448.HK）股价"暴涨"。当天，环球印馆高开47%至0.72港元/股。 截至收盘，环球印馆股价报0.86港元/股，涨幅达75.51%。 一家位于香港的印刷服务供应商，为何突然迎来股价飞涨？答案藏在前一晚的公告里。环球印馆称，于 2026年2月9日，要约人与公司原股东订立买卖协议，以2289.37万港元（折合约人民币2024万元）收购 公司6541.05万股股份，占已发行总股本约65.54%，每股收购价为0.35港元。 公告显示，此次交易卖方包括环球印馆董事会主席林承大等实益拥有人，而要约方的实际控制人，则是 酒类连锁企业名品世家董事长陈明辉。 "捡漏"上市平台 此次交易并非简单的入股投资。 公告显示，本次收购的股权交割已于2月9日完成。这也意味着，陈明辉已成为这家港股公司的单一最大 股东。 同时，根据香港《收购守则》规则 26.1，陈明辉方面还需向剩余34.46%的公众股东发出无条件强制性 现金要约，要约价同样为每股0.35港元，涉及最高资金约1203.63万港元。 时代财经注意到，公告中明确提及，尽管陈明辉的背景与环球印馆现有印刷业务无直接关联，但其一贯 的管理经验、 ...