Hello!各位关注中意的朋友们 当百年意式咖啡香， 有个超～温暖的消息要和大家分享！ 我们中意人寿和意大利百年咖啡品牌—LAVAZZA要举办联名活动了~ 遇上中意式温暖陪伴 一场关于"温暖"的联名活动，正在发芽... 立春已至，我们正酝酿一场"温暖的相遇" 中意人寿 × LAVAZZA咖啡 两个名字，一份心意—— 想把"陪伴"的温度，融进一杯咖啡里 用一杯咖啡的时间，感受冬日的暖意 关于LAVAZZA咖啡： 不止咖啡，更是意式生活美学 诞生于1895年，源自意大利都灵 这杯咖啡跨越130年时光，陪伴了140多个国家好几代人的清晨与午后 意式生活代表 全球多家五星级酒店、航空公司都在用它招待贵宾，现在，它就在你身边。 在中国，它正融入你我的日常生活 北京、上海、广州、深圳、成都…全国超140家门店，已成为许多人每天的"能量补给站"。 为什么是LAVAZZA？因为我们…. 01都有"意大利基因" 中意人寿的外方股东是意大利忠利集团，这次合作亲切感满分！ 中意人寿外方股东160余年分红不间断。时间，会给我们共同的答案 03都想给大家"温暖的体验" 我们现在可以约在LAVAZZA店里 一边喝咖啡，一边聊未来 让我们 ...

2月10日，A股迎来三只新股，分别为沪市主板的林平发展，科创板的电科蓝天，北交所的爱得科技。 其中，电科蓝天今日开盘大涨超750%，为2026年以来首日开盘涨幅最大的新股。随后，电科蓝天股价有所回落，截 至午间收盘报62.95元/股，涨幅为565%，总市值为1093亿元。 据招股书，电科蓝天本次IPO募集资金为15亿元，将投入"宇航电源系统产业化（一期）建设项目"。 电科蓝天本次发行价格为9.47元/股，发行市盈率为56.79倍。若投资者中一签并以今日午间收盘价62.95元/股卖出，可 赚2.67万元。 国外方面，据智通财经报道，SpaceX正推进首次公开募股计划，拟募资远超300亿美元。该公司目标整体估值约1.5万 亿美元，并计划最快于2026年中后期上市。SpaceX预计将利用部分IPO募资开发太空数据中心，包括购买运行所需芯 片。 电科蓝天为中国电科旗下电能源产业国家队，致力于成为中国先进电能源系统解决方案和核心产品的供应商。公司 主营业务和产品涵盖宇航电源、特种电源、新能源应用及服务三大板块。 股票频道更多独家策划、专家专栏，免费查阅>> 电科蓝天是神舟系列飞船、天舟系列飞船、空间站"天和"核心舱、" ...

Group 1 - The market sentiment has significantly improved compared to last year, with investors increasingly recognizing Chinese innovation, which will be a key theme throughout the year [1] - Unlike the focus on "DeepSeek moment" at the beginning of 2025, the start of 2026 has seen unprecedented market enthusiasm, with a strong belief in "Chinese innovation" extending from frontier sectors to more traditional industries [1] - There is a noticeable increase in trading activity, with many companies advancing their capital market activities both domestically and internationally, reflecting the market's enthusiasm [1] Group 2 - Despite the need for observation regarding the recovery of real estate and consumption, the widespread recognition of Chinese innovation, combined with the ongoing popularity of themes like AI and robotics, is expected to provide strong support for market sentiment throughout 2026 [1] - Three core themes identified from discussions with various CEOs include globalization, technological innovation and competition, and capital market support [1] - Globalization has become a strategic focus for both manufacturing and service industries amid intensified domestic market competition, while improving operational efficiency and profitability remains a common goal for enterprises [1] Group 3 - Three macro variables are highlighted for 2026: geopolitical uncertainties, including regulatory policy adjustments and the trajectory of US-China relations, which will directly impact the market trading environment [2] - The evolution of AI and robotics technology and its cross-industry application will be crucial for enhancing corporate returns and operational efficiency [2] - Central government policies aimed at promoting consumption are expected to inject momentum into corporate operations and related industry growth [2]

摩根大通首次覆盖MINIMAX-WP(00100.HK)，给予增持评级，目标价700港元，潜在上行空间36%。摩 根大通指出，MiniMax以稀缺的全球化布局脱颖而出，目前超过70%收入来自海外市场，其M2.1模型在 编程和智能体任务方面位列全球领先水平，横跨消费应用、生成式媒体及B2BAPI的均衡业务组合支撑 强劲增长潜力，预计2026-30年营收年复合增长率达138%，有望在2029年实现盈亏平衡。摩根大通将 MiniMax视为把握2030年全球AI市场1.4万亿美元规模机遇的首选标的之一。 ...

汇聚科技(1729.HK)盘初一度跌超12%至15.64港元，目前跌幅收窄至1%左右，成交额放大至7.3亿港 元。 ...

复宏汉霖(2696.HK)再度拉升涨超8%，6日连涨高达30%，并且走出反转行情，现报72.7港元，总市值 396亿港元。 ...

马来西亚国际商业 银行 证券分析师Ivy Ng Lee Fang和Chun Sung Oong表示，马来西亚政策执行有望支 撑今年股市。教育和劳工改革、 人工智能计划、能源转型努力以及贸易多元化显示出稳健的增长模 式，预计将提升企业盈利并吸引外资流入。他们指出，财政改革进展以及马来西亚央行对经济增长和温 和通胀的信心也凸显出建设性的前景。该行维持2026年底吉隆坡 综合指数（KLCI）目标为1772点，偏 好银行、消费、公共事业和 房地产板块。（格隆汇 ） ...

本文源自：金融界AI电报 港股市场AI应用股今日继续集体大涨，截至半日收盘，智谱涨21%，领涨板块，阅文集团涨超15%，阜 博集团涨超13%，MINIMAX涨超6%。 ...

Core Viewpoint - China's official gold reserves reached 74.19 million ounces by the end of January 2026, marking a 40,000-ounce increase from December 2025, indicating the central bank's continuous gold accumulation for 15 months amid rising international gold prices [1] Group 1: Central Bank's Gold Accumulation - The recent significant fluctuations in international gold prices have had a limited impact on the central bank's gold accumulation strategy [1] - The central bank's gold purchases are driven by the need to optimize international reserve structure, cautiously promote the internationalization of the Renminbi, and respond to current international environmental changes [1] - The scale of gold accumulation in January was relatively low due to cost control considerations [1] Group 2: Global Economic Context - Ongoing geopolitical risks and the Federal Reserve's continuous interest rate cuts have contributed to a rapid increase in international gold prices in January [1] - The new changes in the global political and economic landscape since the current U.S. administration took office suggest that international gold prices may remain high for an extended period [1] Group 3: Future Gold Reserve Strategy - As of December 2025, gold reserves accounted for approximately 9.7% of China's official international reserves, significantly below the global average of around 15% [1] - There is a need for continued gold accumulation to optimize the international reserve structure while moderately reducing U.S. Treasury holdings [1] - Increasing gold reserves can enhance the credibility of the sovereign currency and create favorable conditions for the cautious promotion of Renminbi internationalization [1]

Market Overview - The Hong Kong stock market showed a slight recovery with the Hang Seng Index up by 0.54% to 27,172.87 points, the Hang Seng Tech Index up by 0.84% to 5,463.17 points, and the National Enterprises Index up by 0.78% to 9,239.54 points, while the Red Chip Index fell by 0.1% to 4,391.08 points [1] Company Dynamics - Pop Mart (09992.HK) expects global sales of over 400 million units across all IP categories by 2025, with THE MONSTERS category alone projected to exceed 100 million units [2] - Youjia Innovation (02431.HK) has secured a contract with a leading domestic automotive brand to provide advanced driving assistance controllers and driver monitoring systems for several key models [2] - Ruifeng New Energy (00527.HK) signed an investment framework agreement to build the largest inference computing cluster park in North China, with a total investment of approximately RMB 24 billion [2] - Xian Dao Intelligent (00470.HK) set its H-share offering price at HKD 45.80 per share, with the adjustment rights fully exercised [3] - Hong Kong Telecom (06823.HK) reported a 5% year-on-year increase in total revenue to HKD 36.553 billion for 2025, with EBITDA rising 4% to HKD 14.234 billion, and attributable profit increasing 4% to HKD 5.286 billion, driven by stable operations and effective cost control [3] - China Nuclear International (02302.HK) issued a positive profit alert, expecting revenue for 2025 to exceed approximately HKD 2.46 billion, with gross profit expected to be at least HKD 260 million, primarily due to increased uranium trading volumes [3][6] - Mingyuan Cloud (00909.HK) anticipates a net profit of approximately HKD 26.9 million to HKD 32.8 million for 2025, representing a turnaround and growth of about 114% to 117%, attributed to improved operational efficiency [3] - Yingda Real Estate (00432.HK) reported a net loss of HKD 69 million for 2025, a 70% reduction year-on-year [4] - China Oriental Education (00667.HK) expects a 46% to 51% increase in net profit for 2025 [5] - Carrot (02549.HK) issued a profit warning, projecting a 25% to 35% decrease in profit for 2025 [7] - Xiaomi Group (01810.HK) repurchased 1.5 million shares for HKD 52.7268 million at prices between HKD 35.04 and HKD 35.24 [8] - Geely Automobile (00175.HK) repurchased 1.408 million shares for HKD 23.4587 million at prices between HKD 16.46 and HKD 16.81 [8] Institutional Insights - GF Securities noted that the Hang Seng Index has an 82% probability of rising in the three trading days before the Spring Festival, with no significant calendar effects post-holiday, indicating a potential "passive follow" increase due to stronger correlation with A-shares [9] - Everbright Securities highlighted a market environment of "moderate fundamental recovery and synchronized liquidity," recommending a "growth + value" strategy focusing on AI, non-ferrous metals, chemicals, and insurance [10] - Dongfang Caifu Securities pointed out that Hong Kong stocks are at historical low valuations (Hang Seng Index PE at only 12 times), making southbound capital attractive for bottom-fishing, with short-term sentiment boosted by this capital [10]