首都创投(02324)发布公告，于2026年1月31日，首都创投有限公司每股股份的未经审核综合资产净值约 为1.0157港元。 ...

Group 1 - The company, 嘉文世纪投资公司 (00612), reported an unaudited net asset value per share of approximately HKD 0.30 as of January 31, 2026 [1]

2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果，其中赤子城科技 (09911)获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一)起 生效，届时沪深交易所会相应调整港股通可投资标的范围。据中金研报，赤子城科技(09911)有可能被 调入港股通，因其满足了包括市值、流动性和上市时间等在内的一系列标准。 1月下旬，中金发布研报称，维持赤子城科技(09911)25和26年收入和Non-IFRS净利润预测，新引入27年 收入和Non-IFRS净利润预测98亿元和14亿元。维持跑赢行业评级，维持港股目标价14.5港元，对应14倍 的26年Non-IFRS市盈率，较当前有7%的上行空间(当前交易于13倍/11倍26/27年Non-IFRS市盈率)。 ...

易纬集团(03893)发布公告，与截至2024年12月31日止6个月的综合净亏损约1310万港元比较，本集团预 期于本期间(截至2025年12月31日止6个月)将取得介乎约1.23亿港元至1.35亿港元的综合净亏损。 董事会认为，本集团于本期间的综合净亏损大幅增加，主要是由于本公司于2025年9月22日发行本金总 额9550万港元的可换股债券产生一笔过亏损约1.2亿港元。 ...

Market Overview - US stock indices experienced declines, with the Dow Jones down 1.23%, Nasdaq down 2.1%, and S&P 500 down 1.39% [1] - Bitcoin-related stocks surged, with Coinbase up over 16%, Strategy up over 8.8%, and Robinhood up over 6% [1] Economic Indicators - The US Consumer Price Index (CPI) for January rose 2.4% year-on-year, a decrease of 0.3 percentage points from the previous month, indicating a potential easing of inflation [1][4] - The core CPI, excluding volatile food and energy prices, increased by 0.3% month-on-month, slightly above December's 0.2% [4] Cryptocurrency and Commodities - Bitcoin rebounded significantly, rising over 4% to $68,927.36, while Ethereum increased by over 5.4% to $2,053.51 [3] - Spot gold rose by 2.45% to $5,043.08, and silver increased by 2.83% to $77.37 per ounce, driven by ongoing demand for safe-haven assets [3] Corporate Developments - Amazon-backed nuclear company X-Energy Reactor Co. received US regulatory approval to produce uranium fuel for advanced reactors, marking the first such license in over 50 years [8] - SpaceX plans to adopt a dual-class share structure for its upcoming IPO to maintain control for CEO Elon Musk, with a potential fundraising of up to $50 billion [9] - Nvidia's leased data center completed a $3.8 billion bond issuance, reflecting strong demand for AI infrastructure financing [10] Legal and Regulatory News - The US Supreme Court is set to announce its opinion on Trump's tariff case on February 20, which could impact significant tariff policies [5] - The FTC is intensifying its antitrust investigation into Microsoft, focusing on its cloud and AI business practices [12]

截至2月14日，恒生指数夜期(2月)收报26560点，涨30点或0.113%，低水7点。未平仓合约总数115,414， 减少18,785张；未平仓合约净数报45,549张，增加694张。 ...

2月13日，南京诺令生物科技股份有限公司("诺令生物")向港交所主板递交上市申请，建银国际为独家保荐人。招股书显示，诺令生物专注于一氧化氮吸入 (iNO)疗法的研发与商业化应用。依托气液精密控制技术平台，诺令生物已建立起覆盖一氧化氮(NO)发生、传输、检测、储存和临床应用的全链路技术的能 力。根据弗若斯特沙利文的资料，诺令生物是全球少数能够实现NO全链路技术自主可控的企业之一，也是全球唯一覆盖NO治疗与诊断应用全面产品线的企 业。 公司简介 截至最后实际可行日期，诺令生物拥有5款已获批产品及4款在研候选产品，涵盖心肺诊疗领域的重症监护、病房、门诊及居家疾病管理，包括三大产品线： (i) iNO疗法;(ii)心肺循环支持;及(iii) 呼气诊断。 诺令生物的所有产品均为内部自主研发，且该公司拥有所有产品及候选产品的全球独家权利。诺令生物的核心产品iNOwill于2022年获国家药监局批准、 2025年获欧盟 CE认证，主要用于肺动脉高压等严重心肺疾病的急性重症监护。根据弗若斯特沙利文的资料，iNOwill是全球首款获批上市的电化学催化法 iNO治疗仪、也是中国首台获批上市的便携式iNO设备，2024年在中国iN ...

Group 1 - The U.S. Supreme Court is set to announce a ruling on February 20 regarding a case that could potentially overturn President Trump's key tariff policies, which has significant implications for both domestic and global trade and financial markets [1] - The tariffs have imposed a heavy burden on U.S. importers, with federal data indicating that these tariffs cost businesses over $16 billion monthly. Economic analyst Chris Kennedy estimates that if the current pace of tariffs continues, the total amount collected under the International Emergency Economic Powers Act (IEEPA) could exceed $170 billion by February 20 [1] - If the Supreme Court rules against Trump, it would represent one of the largest legal defeats since his return to the White House, as the court is reviewing the "Liberation Day Tariffs" introduced on April 2, which impose tariffs of 10% to 50% on most imported goods [1] Group 2 - Concurrently, signs of backlash against the tariff policy are emerging in Congress, with the Republican-led House passing legislation to terminate certain tariffs on Canadian imports, aimed at revoking the "state of emergency" declaration that provided legal grounds for these tariffs [2] - The White House has indicated that if the tariffs are struck down by the court, alternative legal measures will be quickly employed, although Trump has acknowledged that implementing these alternatives would be more complex [2] - The Supreme Court held hearings on the case on November 5, with some justices suggesting that Trump may have exceeded his legal authority in imposing tariffs using emergency powers [2]

Group 1 - A negative research report against AppLovin has been fully retracted, alleviating shareholder concerns [1] - The independent research firm Capitalwatch previously accused AppLovin of being a "money laundering machine" for Southeast Asian criminal groups, but has now withdrawn all allegations [1] - Capitalwatch will no longer publish any updates regarding AppLovin, despite earlier indications of releasing more "explosive" reports [1] Group 2 - AppLovin's stock rose by 6.44% to $390.55 after a significant drop of 20% despite strong quarterly earnings [2] - Morgan Stanley noted a 14% quarter-over-quarter growth in AppLovin's advertising revenue for Q4, exceeding the company's previous target of 12% [2] - Morgan Stanley maintains an "overweight" rating on the stock, lowering the target price from $800 to $720, citing innovation in advertising targeting technology [2] Group 3 - Bank of America has also reduced its forecast for AppLovin's e-commerce advertising channel for Q1 but sees potential upside if daily ad spending growth exceeds current assumptions [2] - Bank of America maintains a "buy" rating and lowers the target price from $780 to $705, emphasizing AppLovin's strong position in the gaming advertising sector [2]

Group 1 - The Hong Kong stock market saw a net inflow of 202.19 billion HKD from northbound trading, with 114.77 billion HKD from the Shanghai Stock Connect and 87.43 billion HKD from the Shenzhen Stock Connect [2] - The most net bought stocks included the Tracker Fund of Hong Kong (02800), Alibaba-W (09988), and Tencent (00700), while the most net sold stocks were Longi Green Energy (601869) and CNOOC (00883) [2][8] - Northbound trading showed significant interest in semiconductor stocks, with Huahong Semiconductor (01347) and SMIC (00981) receiving net purchases of 8.46 billion HKD and 5.73 billion HKD respectively [6] Group 2 - Tencent Holdings (00700) had a net inflow of 22.00 billion HKD, with total trading volume reaching 35.63 billion HKD [3] - Alibaba-W (09988) received a net inflow of 20.13 billion HKD, with a total trading volume of 28.70 billion HKD [3] - Meituan-W (03690) saw a net inflow of 10.35 billion HKD, with a total trading volume of 14.60 billion HKD [3] Group 3 - Huahong Semiconductor reported a fourth-quarter revenue of 659.9 million USD, a significant quarter-on-quarter increase of 22.4%, with a gross margin of 13.0% and a net profit of 34.1 million USD, reversing a previous loss [6] - SMIC also reported strong performance, contributing to the positive sentiment in the semiconductor sector [6] - CNOOC (00883) faced a net outflow of 1.43 billion HKD amid geopolitical tensions and market shifts towards supply-demand dynamics [7]